10/25/2024 | Oak Harvest Investment Services | 539,922 | $11.93M | 1.7% | +1.1% | 0.024% | |
10/25/2024 | JFS Wealth Advisors LLC | 2,277 | $50K | 0.0% | +100.1% | 0.000% | |
10/25/2024 | SteelPeak Wealth LLC | 53,611 | $1.18M | 0.1% | -4.3% | 0.002% | |
10/25/2024 | Pinnacle Associates Ltd. | 124,665 | $2.75M | 0.0% | +12.5% | 0.006% | |
10/25/2024 | First Trust Direct Indexing L.P. | 68,472 | $1.51M | 0.1% | -12.0% | 0.003% | |
10/25/2024 | Evermay Wealth Management LLC | 35,657 | $0.79M | 0.1% | +3.2% | 0.002% | |
10/25/2024 | New York State Teachers Retirement System | 1,533,597 | $33.88M | 0.1% | -4.6% | 0.069% | |
10/25/2024 | Golden State Equity Partners | 14,960 | $0.33M | 0.1% | -3.8% | 0.001% | |
10/25/2024 | Adams Natural Resources Fund Inc. | 445,392 | $9.84M | 1.5% | -26.9% | 0.020% | |
10/25/2024 | Mutual Advisors LLC | 98,927 | $2.19M | 0.1% | -3.3% | 0.004% | |
10/25/2024 | Walter & Keenan Wealth Management LLC IN ADV | 31,182 | $0.69M | 0.2% | -2.9% | 0.001% | |
10/25/2024 | Childress Capital Advisors LLC | 9,378 | $0.21M | 0.1% | -44.2% | 0.000% | |
10/25/2024 | Vanguard Capital Wealth Advisors | 27,944 | $0.62M | 0.6% | -16.7% | 0.001% | |
10/25/2024 | Valmark Advisers Inc. | 11,444 | $0.25M | 0.0% | -7.6% | 0.001% | |
10/25/2024 | Tyche Wealth Partners LLC | 17,422 | $0.39M | 0.1% | -6.4% | 0.001% | |
10/25/2024 | Strategic Blueprint LLC | 71,591 | $1.58M | 0.1% | -7.1% | 0.003% | |
10/25/2024 | Farmers & Merchants Investments Inc. | 13,105 | $0.29M | 0.0% | -32.1% | 0.001% | |
10/25/2024 | Cutter & CO Brokerage Inc. | 184,393 | $4.07M | 0.9% | -4.8% | 0.008% | |
10/25/2024 | abrdn plc | 1,665,622 | $36.59M | 0.1% | -44.2% | 0.075% | |
10/25/2024 | SFE Investment Counsel | 84,995 | $1.88M | 0.4% | -1.2% | 0.004% | |
10/25/2024 | Pallas Capital Advisors LLC | 21,542 | $0.48M | 0.0% | +17.2% | 0.001% | |
10/24/2024 | Nisa Investment Advisors LLC | 215,737 | $4.77M | 0.0% | +0.7% | 0.010% | |
10/24/2024 | Lauer Wealth LLC | 10,370 | $0.23M | 0.2% | -8.4% | 0.000% | |
10/24/2024 | Inscription Capital LLC | 140,976 | $3.11M | 0.5% | -2.9% | 0.006% | |
10/24/2024 | Southern Capital Advisors LLC | 9,375 | $0.21M | 0.1% | N/A | 0.000% | |
10/24/2024 | L. Roy Papp & Associates LLP | 25,064 | $0.55M | 0.1% | -8.3% | 0.001% | |
10/24/2024 | Sterling Investment Advisors Ltd. | 520,106 | $11.49M | 3.0% | -3.6% | 0.023% | |
10/24/2024 | J.W. Cole Advisors Inc. | 23,503 | $0.52M | 0.0% | -2.5% | 0.001% | |
10/24/2024 | State of Alaska Department of Revenue | 241,584 | $5.34M | 0.1% | -2.3% | 0.011% | |
10/24/2024 | Valley National Advisers Inc. | 88,583 | $1.96M | 0.4% | +1,512.7% | 0.004% | |
10/24/2024 | Frank Rimerman Advisors LLC | 47,612 | $1.05M | 0.1% | -46.0% | 0.002% | |
10/24/2024 | DekaBank Deutsche Girozentrale | 569,961 | $12.56M | 0.0% | -7.1% | 0.026% | |
10/24/2024 | Benedict Financial Advisors Inc. | 129,144 | $2.85M | 0.7% | +12.3% | 0.006% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 655,992 | $14.49M | 0.0% | -5.7% | 0.030% | |
10/24/2024 | PFG Investments LLC | 45,419 | $1M | 0.1% | +7.1% | 0.002% | |
10/24/2024 | Arkadios Wealth Advisors | 81,357 | $1.80M | 0.1% | +3.1% | 0.004% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 121,106 | $2.64M | 0.0% | +30.5% | 0.005% | |
10/23/2024 | Osborne Partners Capital Management LLC | 411,923 | $9.10M | 0.5% | +0.1% | 0.019% | |
10/23/2024 | Parcion Private Wealth LLC | 24,132 | $0.53M | 0.0% | N/A | 0.001% | |
10/23/2024 | Louisiana State Employees Retirement System | 108,700 | $2.40M | 0.0% | -0.5% | 0.005% | |
10/23/2024 | Lyell Wealth Management LP | 9,200 | $0.20M | 0.0% | N/A | 0.000% | |
10/23/2024 | Allworth Financial LP | 38,354 | $0.85M | 0.0% | +17.9% | 0.002% | |
10/23/2024 | Pettinga Financial Advisors LLC | 13,334 | $0.30M | 0.1% | -7.0% | 0.001% | |
10/23/2024 | Bank of Stockton | 22,629 | $0.50M | 0.2% | -19.3% | 0.001% | |
10/23/2024 | Mediolanum International Funds Ltd | 50,594 | $1.10M | 0.0% | +6.4% | 0.002% | |
10/23/2024 | Lake Street Advisors Group LLC | 46,909 | $1.04M | 0.0% | -70.9% | 0.002% | |
10/23/2024 | Court Place Advisors LLC | 9,102 | $0.20M | 0.1% | -13.2% | 0.000% | |
10/23/2024 | Ballentine Partners LLC | 14,390 | $0.32M | 0.0% | +8.1% | 0.001% | |
10/23/2024 | Busey Bank | 28,096 | $0.62M | 0.0% | +6.3% | 0.001% | |
10/23/2024 | Mainstay Capital Management LLC ADV | 13,807 | $0.31M | 0.1% | -2.9% | 0.001% | |
10/23/2024 | Tectonic Advisors LLC | 16,446 | $0.36M | 0.0% | +41.3% | 0.001% | |
10/23/2024 | Spirit of America Management Corp NY | 384,244 | $8.49M | 1.7% | -2.8% | 0.017% | |
10/23/2024 | Dakota Wealth Management | 280,763 | $6.20M | 0.1% | -1.3% | 0.013% | |
10/23/2024 | apricus wealth LLC | 201,335 | $4.45M | 2.9% | +0.9% | 0.009% | |
10/23/2024 | Global Trust Asset Management LLC | 28,088 | $0.62M | 0.2% | -2.1% | 0.001% | |
10/23/2024 | Assenagon Asset Management S.A. | 4,007,857 | $88.53M | 0.2% | +30.3% | 0.181% | |
10/23/2024 | IFM Investors Pty Ltd | 616,682 | $13.62M | 0.1% | -0.2% | 0.028% | |
10/23/2024 | Pinnacle West Asset Management Inc. | 96,150 | $2.12M | 1.5% | +0.5% | 0.004% | |
10/23/2024 | Jackson Wealth Management LLC | 119,400 | $2.64M | 0.3% | N/A | 0.005% | |
10/23/2024 | Impact Partnership Wealth LLC | 9,809 | $0.22M | 0.0% | N/A | 0.000% | |
10/23/2024 | Grimes & Company Inc. | 13,410 | $0.30M | 0.0% | +6.6% | 0.001% | |
10/23/2024 | Hoertkorn Richard Charles | 529,394 | $11.69M | 5.0% | -1.7% | 0.024% | |
10/23/2024 | CENTRAL TRUST Co | 41,562 | $0.92M | 0.0% | -21.7% | 0.002% | |
10/23/2024 | Beese Fulmer Investment Management Inc. | 27,693 | $0.61M | 0.1% | +3.7% | 0.001% | |
10/23/2024 | Keene & Associates Inc. | 173,885 | $3.84M | 2.9% | +0.6% | 0.008% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 76,250 | $1.68M | 0.1% | -1.4% | 0.003% | |
10/22/2024 | International Assets Investment Management LLC | 2,164,637 | $47.82M | 0.0% | +1,849.7% | 0.098% | |
10/22/2024 | Courier Capital LLC | 125,105 | $2.76M | 0.2% | -2.3% | 0.006% | |
10/22/2024 | U.S. Capital Wealth Advisors LLC | 407,482 | $9M | 0.3% | -2.1% | 0.018% | |
10/22/2024 | Lake Street Private Wealth LLC | 21,486 | $0.48M | 0.1% | -35.6% | 0.001% | |
10/22/2024 | Hartford Investment Management Co. | 121,496 | $2.68M | 0.1% | -1.5% | 0.005% | |
10/22/2024 | Greenleaf Trust | 59,711 | $1.32M | 0.0% | +4.6% | 0.003% | |
10/22/2024 | Commerzbank Aktiengesellschaft FI | 10,840 | $0.24M | 0.0% | N/A | 0.000% | |
10/22/2024 | Albert D Mason Inc. | 73,642 | $1.63M | 1.0% | +1.4% | 0.003% | |
10/22/2024 | Private Advisor Group LLC | 170,781 | $3.77M | 0.0% | +0.7% | 0.008% | |
10/22/2024 | Segment Wealth Management LLC | 25,282 | $0.56M | 0.0% | +90.8% | 0.001% | |
10/22/2024 | Tempus Wealth Planning LLC | 10,296 | $0.23M | 0.1% | -14.9% | 0.000% | |
10/22/2024 | Accordant Advisory Group Inc | 37,885 | $0.84M | 0.7% | -51.9% | 0.002% | |
10/22/2024 | Leo Wealth LLC | 9,134 | $0.20M | 0.0% | N/A | 0.000% | |
10/22/2024 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 2,820,545 | $62.31M | 4.6% | -11.3% | 0.127% | |
10/22/2024 | Eastern Bank | 85,616 | $1.89M | 0.0% | -0.5% | 0.004% | |
10/22/2024 | Signaturefd LLC | 20,663 | $0.46M | 0.0% | +11.0% | 0.001% | |
10/22/2024 | Sequoia Financial Advisors LLC | 171,743 | $3.79M | 0.0% | +305.8% | 0.008% | |
10/21/2024 | Graybill Wealth Management LTD. | 18,250 | $0.40M | 0.1% | -5.5% | 0.001% | |
10/21/2024 | Sweeney & Michel LLC | 100,649 | $2.22M | 0.9% | N/A | 0.005% | |
10/21/2024 | Foundations Investment Advisors LLC | 42,475 | $0.94M | 0.0% | +52.3% | 0.002% | |
10/21/2024 | Raleigh Capital Management Inc. | 19,939 | $0.44M | 0.2% | -5.6% | 0.001% | |
10/21/2024 | Venture Visionary Partners LLC | 115,707 | $2.56M | 0.1% | -8.1% | 0.005% | |
10/21/2024 | Whittier Trust Co. of Nevada Inc. | 34,311 | $0.76M | 0.0% | -85.9% | 0.002% | |
10/21/2024 | Whittier Trust Co. | 89,034 | $1.97M | 0.0% | -84.7% | 0.004% | |
10/21/2024 | Northwest Investment Counselors LLC | 1,253 | $28K | 0.0% | N/A | 0.000% | |
10/19/2024 | Penn Davis Mcfarland Inc. | 1,800,674 | $39.78M | 4.5% | +6.9% | 0.081% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 100,386 | $2.22M | 0.0% | +2.5% | 0.005% | |
10/19/2024 | OLD National Bancorp IN | 379,391 | $8.38M | 0.2% | +27.2% | 0.017% | |
10/19/2024 | Essex LLC | 41,571 | $0.92M | 0.2% | -5.2% | 0.002% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 302,341 | $6.68M | 0.5% | +9.8% | 0.014% | |
10/19/2024 | CNB Bank | 2,000 | $44K | 0.0% | -25.9% | 0.000% | |
10/18/2024 | Wealth Alliance Advisory Group LLC | 9,166 | $0.20M | 0.0% | N/A | 0.000% | |
10/18/2024 | Everett Harris & Co. CA | 164,595 | $3.64M | 0.0% | +2.5% | 0.007% | |
10/18/2024 | Ferguson Wellman Capital Management Inc. | 461,327 | $10.19M | 0.2% | -11.1% | 0.021% | |