4/17/2024 | River Street Advisors LLC | 2,416 | $1.69M | 1.1% | +4.9% | 0.002% | |
4/17/2024 | New Mexico Educational Retirement Board | 8,780 | $6.13M | 0.2% | +22.3% | 0.006% | |
4/17/2024 | Winthrop Advisory Group LLC | 1,043 | $0.73M | 0.1% | -3.6% | 0.001% | |
4/17/2024 | Alpha Omega Wealth Management LLC | 1,357 | $0.95M | 0.2% | -5.3% | 0.001% | |
4/17/2024 | Grimes & Company Inc. | 1,556 | $1.09M | 0.0% | -9.4% | 0.001% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 3,379 | $2.36M | 0.1% | +40.6% | 0.002% | |
4/16/2024 | Independence Bank of Kentucky | 230 | $0.16M | 0.0% | +76.9% | 0.000% | |
4/16/2024 | Norris Perne & French LLP MI | 22,319 | $15.59M | 1.1% | -5.7% | 0.017% | |
4/16/2024 | OneAscent Financial Services LLC | 863 | $0.60M | 0.1% | -11.8% | 0.001% | |
4/16/2024 | OneAscent Wealth Management LLC | 583 | $0.41M | 0.2% | -15.1% | 0.000% | |
4/16/2024 | Astoria Portfolio Advisors LLC. | 615 | $0.42M | 0.2% | -3.0% | 0.000% | |
4/16/2024 | Norway Savings Bank | 2,355 | $1.65M | 0.7% | -7.3% | 0.002% | |
4/16/2024 | Kathmere Capital Management LLC | 812 | $0.57M | 0.1% | +3.0% | 0.001% | |
4/16/2024 | Atlantic Union Bankshares Corp | 23,622 | $16.50M | 1.4% | -3.8% | 0.017% | |
4/16/2024 | Fifth Third Wealth Advisors LLC | 1,652 | $1.15M | 0.2% | +3.5% | 0.001% | |
4/16/2024 | GuoLine Advisory Pte Ltd | 52,500 | $36.68M | 4.5% | N/A | 0.039% | |
4/16/2024 | Transform Wealth LLC | 12,888 | $9M | 0.9% | +5.4% | 0.010% | |
4/16/2024 | 180 Wealth Advisors LLC | 5,456 | $3.81M | 0.7% | -2.2% | 0.004% | |
4/16/2024 | Lockerman Financial Group Inc. | 364 | $0.25M | 0.5% | N/A | 0.000% | |
4/16/2024 | Franklin Street Advisors Inc. NC | 508 | $0.36M | 0.0% | N/A | 0.000% | |
4/15/2024 | Cairn Investment Group Inc. | 324 | $0.23M | 0.1% | N/A | 0.000% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 709 | $0.50M | 0.0% | +66.4% | 0.001% | |
4/15/2024 | DGS Capital Management LLC | 632 | $0.44M | 0.1% | +76.0% | 0.000% | |
4/15/2024 | Visionary Horizons LLC | 808 | $0.55M | 0.4% | -10.2% | 0.001% | |
4/15/2024 | G&S Capital LLC | 948 | $0.66M | 0.3% | N/A | 0.001% | |
4/15/2024 | GoalVest Advisory LLC | 62 | $43K | 0.0% | -42.1% | 0.000% | |
4/15/2024 | Brookstone Capital Management | 467 | $0.33M | 0.0% | +24.5% | 0.000% | |
4/15/2024 | Sunbelt Securities Inc. | 422 | $0.30M | 0.0% | +24.1% | 0.000% | |
4/15/2024 | RMR Wealth Builders | 354 | $0.25M | 0.0% | N/A | 0.000% | |
4/15/2024 | Eagle Rock Investment Company LLC | 12,913 | $9.02M | 1.7% | -0.7% | 0.010% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 400 | $0.28M | 0.0% | N/A | 0.000% | |
4/15/2024 | West Paces Advisors Inc. | 193 | $0.14M | 0.0% | -8.1% | 0.000% | |
4/15/2024 | Security National Bank | 2,477 | $1.73M | 0.3% | +890.8% | 0.002% | |
4/13/2024 | First Financial Corp IN | 318 | $0.22M | 0.1% | +80.7% | 0.000% | |
4/13/2024 | Columbus Macro LLC | 1,471 | $1.03M | 0.4% | -16.7% | 0.001% | |
4/13/2024 | Affinity Capital Advisors LLC | 655 | $0.46M | 0.1% | -8.4% | 0.000% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 2,245 | $1.57M | 0.1% | +16.4% | 0.002% | |
4/12/2024 | West Coast Financial LLC | 14,802 | $10.34M | 1.3% | -0.4% | 0.011% | |
4/12/2024 | Factory Mutual Insurance Co. | 57,600 | $40.24M | 0.5% | -25.7% | 0.043% | |
4/12/2024 | Riverview Trust Co | 1,737 | $1.21M | 0.9% | +9.5% | 0.001% | |
4/12/2024 | Gateway Investment Advisers LLC | 605 | $0.42M | 0.0% | -2.4% | 0.000% | |
4/12/2024 | CGN Advisors LLC | 4,566 | $3.19M | 0.4% | -3.3% | 0.003% | |
4/12/2024 | Whitaker Myers Wealth Managers LTD. | 355 | $0.25M | 0.1% | N/A | 0.000% | |
4/12/2024 | Global Trust Asset Management LLC | 747 | $0.52M | 0.2% | -51.7% | 0.001% | |
4/12/2024 | FCF Advisors LLC | 3,731 | $2.61M | 0.7% | N/A | 0.003% | |
4/11/2024 | Ballentine Partners LLC | 1,497 | $1.05M | 0.0% | +21.1% | 0.001% | |
4/11/2024 | D. Scott Neal Inc. | 12,900 | $9.01M | 5.9% | -21.1% | 0.010% | |
4/11/2024 | Cooper Financial Group | 1,300 | $0.91M | 0.1% | +2.7% | 0.001% | |
4/11/2024 | Contravisory Investment Management Inc. | 2,148 | $1.50M | 0.3% | -7.4% | 0.002% | |
4/11/2024 | Paragon Capital Management Ltd | 302 | $0.21M | 0.0% | N/A | 0.000% | |
4/11/2024 | Douglas Lane & Associates LLC | 579 | $0.40M | 0.0% | +6.6% | 0.000% | |
4/11/2024 | &PARTNERS | 724 | $0.51M | 0.1% | +72.0% | 0.001% | |
4/11/2024 | Central Bank & Trust Co. | 3,222 | $2.25M | 0.3% | -6.0% | 0.002% | |
4/11/2024 | MJP Associates Inc. ADV | 731 | $0.51M | 0.1% | N/A | 0.001% | |
4/11/2024 | Hummer Financial Advisory Services Inc | 300 | $0.21M | 0.2% | N/A | 0.000% | |
4/11/2024 | Gulf International Bank UK Ltd | 11,331 | $7.92M | 0.2% | +0.6% | 0.008% | |
4/11/2024 | Guinness Asset Management LTD | 65,683 | $45.88M | 1.0% | +8.9% | 0.049% | |
4/11/2024 | RFG Advisory LLC | 915 | $0.64M | 0.0% | N/A | 0.001% | |
4/10/2024 | Marcum Wealth LLC | 361 | $0.25M | 0.0% | N/A | 0.000% | |
4/10/2024 | Aprio Wealth Management LLC | 313 | $0.22M | 0.0% | N/A | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 6,409 | $4.48M | 0.1% | +26.7% | 0.005% | |
4/10/2024 | American National Bank | 11,678 | $8.16M | 1.1% | -2.6% | 0.009% | |
4/10/2024 | Wedmont Private Capital | 1,181 | $0.82M | 0.1% | +4.0% | 0.001% | |
4/10/2024 | Walker Asset Management LLC | 334 | $0.23M | 0.2% | -31.0% | 0.000% | |
4/10/2024 | Banque Cantonale Vaudoise | 2,000 | $1.40M | 0.1% | +29.1% | 0.001% | |
4/10/2024 | Fulton Bank N.A. | 15,939 | $11.14M | 0.5% | -0.1% | 0.012% | |
4/10/2024 | Perpetual Ltd | 1,333 | $0.93M | 0.0% | -20.8% | 0.001% | |
4/9/2024 | Montecito Bank & Trust | 1,000 | $0.70M | 0.1% | +61.6% | 0.001% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 428 | $0.30M | 0.0% | +11.7% | 0.000% | |
4/9/2024 | Rise Advisors LLC | 76 | $53K | 0.0% | N/A | 0.000% | |
4/5/2024 | First Hawaiian Bank | 1,855 | $1.30M | 0.0% | -7.8% | 0.001% | |
4/5/2024 | Butensky & Cohen Financial Security Inc. | 7,721 | $5.39M | 1.7% | -18.1% | 0.006% | |
4/5/2024 | GAMMA Investing LLC | 922 | $0.64M | 0.1% | +25.8% | 0.001% | |
4/5/2024 | Capital Market Strategies LLC | 795 | $0.56M | 0.4% | -4.0% | 0.001% | |
4/5/2024 | Los Angeles Capital Management LLC | 104,870 | $73.26M | 0.3% | -42.6% | 0.078% | |
4/5/2024 | Insight Wealth Strategies LLC | 4,946 | $3.46M | 0.5% | N/A | 0.004% | |
4/5/2024 | CWM LLC | 2,705 | $1.89M | 0.0% | +3.9% | 0.002% | |
4/4/2024 | Boltwood Capital Management | 2,091 | $1.46M | 0.5% | -3.7% | 0.002% | |
4/4/2024 | Trust Co. of Toledo NA OH | 1,961 | $1.37M | 0.2% | +3.2% | 0.001% | |
4/1/2024 | Canandaigua National Bank & Trust Co. | 1,382 | $0.97M | 0.1% | -2.3% | 0.001% | |
3/29/2024 | Kapitalo Investimentos Ltda | 757 | $0.44M | 0.1% | -51.3% | 0.001% | |
3/28/2024 | Newbridge Financial Services Group Inc. | 1,388 | $0.81M | 0.4% | +3.0% | 0.001% | |
3/27/2024 | Nomura Holdings Inc. | 2,754 | $1.60M | 0.0% | N/A | 0.002% | |
3/26/2024 | HighPoint Advisor Group LLC | 990 | $0.58M | 0.0% | N/A | 0.001% | |
3/22/2024 | PNC Financial Services Group Inc. | 17,193 | $9.99M | 0.0% | -3.0% | 0.013% | |
3/21/2024 | Grayhawk Investment Strategies Inc. | 1,807 | $1.05M | 0.5% | N/A | 0.001% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 2,518 | $1.46M | 0.0% | +8.3% | 0.002% | |
3/14/2024 | Hennessy Advisors Inc. | 6,847 | $3.98M | 0.2% | +0.4% | 0.005% | |
3/11/2024 | Vanguard Group Inc. | 13,036,035 | $7.58B | 0.2% | +1.0% | 9.640% | |
3/11/2024 | Wahed Invest LLC | 2,339 | $1.36M | 0.4% | +3.8% | 0.002% | |
3/8/2024 | Trust Co. of Vermont | 1,180 | $0.69M | 0.0% | +71.0% | 0.001% | |
3/7/2024 | Objective Capital Management LLC | 366 | $0.21M | 0.2% | N/A | 0.000% | |
3/6/2024 | SageView Advisory Group LLC | 605 | $0.36M | 0.0% | N/A | 0.000% | |
3/5/2024 | Fisher Asset Management LLC | 1,374 | $0.80M | 0.0% | +16.5% | 0.001% | |
3/5/2024 | True Vision MN LLC | 897 | $0.52M | 0.4% | N/A | 0.001% | |
3/5/2024 | Wellington Management Group LLP | 3,546,308 | $2.06B | 0.4% | +12.2% | 2.622% | |
3/4/2024 | Richardson Financial Services Inc. | 125 | $73K | 0.1% | N/A | 0.000% | |
2/29/2024 | TT International Asset Management LTD | 78,521 | $45.64M | 5.8% | N/A | 0.058% | |
2/28/2024 | American International Group Inc. | 49,630 | $28.85M | 0.1% | +0.6% | 0.037% | |
2/28/2024 | EP Wealth Advisors LLC | 7,250 | $4.21M | 0.1% | -3.7% | 0.005% | |