4/17/2024 | Kathleen S. Wright Associates Inc. | 1,454 | $2.18M | 1.0% | +2.3% | 0.011% | |
4/17/2024 | Alpha Omega Wealth Management LLC | 3,292 | $5.01M | 0.9% | -2.1% | 0.025% | |
4/16/2024 | MCF Advisors LLC | 255 | $0.39M | 0.0% | -27.1% | 0.002% | |
4/16/2024 | Trust Co. of Virginia VA | 138 | $0.21M | 0.0% | N/A | 0.001% | |
4/16/2024 | Capital Asset Advisory Services LLC | 184 | $0.28M | 0.0% | N/A | 0.001% | |
4/16/2024 | Lincoln Capital LLC | 18,180 | $27.66M | 6.2% | +0.9% | 0.139% | |
4/16/2024 | Scharf Investments LLC | 122,999 | $187.14M | 5.1% | -3.1% | 0.943% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 4,013 | $6.11M | 0.0% | +0.3% | 0.031% | |
4/16/2024 | Procyon Advisors LLC | 1,315 | $2M | 0.2% | -1.9% | 0.010% | |
4/16/2024 | Ervin Investment Management LLC | 2,658 | $4.05M | 2.8% | +0.7% | 0.020% | |
4/15/2024 | Chemistry Wealth Management LLC | 2,460 | $3.74M | 1.0% | +5.5% | 0.019% | |
4/13/2024 | Wallace Advisory Group LLC | 285 | $0.41M | 0.3% | -4.7% | 0.002% | |
4/12/2024 | Northwest Quadrant Wealth Management LLC | 181 | $0.28M | 0.1% | -5.2% | 0.001% | |
4/12/2024 | Gateway Investment Advisers LLC | 3,746 | $5.70M | 0.1% | +2.2% | 0.029% | |
4/12/2024 | Salvus Wealth Management LLC | 1,171 | $1.78M | 1.2% | -0.7% | 0.009% | |
4/12/2024 | Allen Mooney & Barnes Investment Advisors LLC | 404 | $0.58M | 0.1% | -74.4% | 0.003% | |
4/12/2024 | Harbor Investment Advisory LLC | 1,326 | $2.02M | 0.2% | +9.1% | 0.010% | |
4/12/2024 | Global Assets Advisory LLC | 87,509 | $133.14M | 0.4% | N/A | 0.671% | |
4/12/2024 | True North Advisors LLC | 1,817 | $2.77M | 0.8% | N/A | 0.014% | |
4/11/2024 | Opal Wealth Advisors LLC | 326 | $0.50M | 0.2% | +2.5% | 0.003% | |
4/11/2024 | Salem Investment Counselors Inc. | 1,817 | $2.77M | 0.1% | -1.2% | 0.014% | |
4/11/2024 | Crestmont Private Wealth LLC | 273 | $0.42M | 0.2% | +13.8% | 0.002% | |
4/11/2024 | Sebold Capital Management Inc. | 246 | $0.37M | 0.3% | +24.9% | 0.002% | |
4/11/2024 | Cadent Capital Advisors LLC | 269 | $0.41M | 0.2% | -14.1% | 0.002% | |
4/10/2024 | Park Avenue Securities LLC | 246 | $0.37M | 0.0% | +18.8% | 0.002% | |
4/10/2024 | Ridgewood Investments LLC | 2,079 | $3.16M | 1.7% | -0.5% | 0.016% | |
4/9/2024 | Alaska Permanent Fund Corp | 679 | $1.03M | 0.0% | +30.1% | 0.005% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 377 | $0.57M | 0.0% | -5.0% | 0.003% | |
4/9/2024 | Neville Rodie & Shaw Inc. | 3,370 | $5.13M | 0.4% | -2.3% | 0.026% | |
4/8/2024 | Pensionfund Sabic | 850 | $1.29M | 0.4% | -15.0% | 0.007% | |
4/5/2024 | First Hawaiian Bank | 1,067 | $1.62M | 0.1% | -54.0% | 0.008% | |
4/5/2024 | GAMMA Investing LLC | 38 | $58K | 0.0% | +90.0% | 0.000% | |
4/5/2024 | Los Angeles Capital Management LLC | 15,722 | $23.92M | 0.1% | -30.3% | 0.120% | |
4/5/2024 | Norman Fields Gottscho Capital Management LLC | 250 | $0.38M | 0.1% | -89.9% | 0.002% | |
4/5/2024 | CWM LLC | 214 | $0.33M | 0.0% | +36.3% | 0.002% | |
4/2/2024 | M&R Capital Management Inc. | 50 | $76K | 0.0% | -50.0% | 0.000% | |
4/1/2024 | Confluence Investment Management LLC | 40,051 | $60.94M | 0.8% | N/A | 0.305% | |
3/29/2024 | Kapitalo Investimentos Ltda | 127 | $0.18M | 0.0% | -21.1% | 0.001% | |
3/26/2024 | HighPoint Advisor Group LLC | 154 | $0.23M | 0.0% | N/A | 0.001% | |
3/22/2024 | PNC Financial Services Group Inc. | 6,425 | $9.12M | 0.0% | -15.0% | 0.049% | |
3/14/2024 | Ables Iannone Moore & Associates Inc. | 40 | $57K | 0.0% | N/A | 0.000% | |
3/11/2024 | Vanguard Group Inc. | 1,191,714 | $1.69B | 0.0% | +0.8% | 9.090% | |
3/8/2024 | Trust Co. of Vermont | 617 | $0.88M | 0.1% | +2.7% | 0.005% | |
3/5/2024 | Wellington Management Group LLP | 256,104 | $363.64M | 0.1% | -7.0% | 1.954% | |
3/1/2024 | Goldman Sachs Group Inc. | 36,970 | $52.49M | 0.0% | -22.5% | 0.282% | |
2/26/2024 | Centaurus Financial Inc. | 2,359 | $3.35M | 0.3% | +0.9% | 0.018% | |
2/23/2024 | Beacon Financial Group | 141 | $0.20M | 0.0% | N/A | 0.001% | |
2/16/2024 | Price T Rowe Associates Inc. MD | 7,977 | $11.33M | 0.0% | +4.9% | 0.060% | |
2/16/2024 | Sanibel Captiva Trust Company Inc. | 2,841 | $4.03M | 0.1% | N/A | 0.021% | |
2/16/2024 | Public Employees Retirement System of Ohio | 5,504 | $7.82M | 0.0% | +2.8% | 0.042% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 5,847 | $8.30M | 0.0% | +8.8% | 0.044% | |
2/15/2024 | Davis Asset Management L.P. | 35,000 | $49.70M | 2.4% | +16.7% | 0.265% | |
2/15/2024 | Townsquare Capital LLC | 2,941 | $4.18M | 0.1% | -16.4% | 0.022% | |
2/15/2024 | Kensington Investment Counsel LLC | 1,146 | $1.63M | 0.9% | +0.8% | 0.009% | |
2/15/2024 | Horizon Kinetics Asset Management LLC | 2,604 | $3.70M | 0.1% | -1.5% | 0.020% | |
2/15/2024 | Legal & General Group Plc | 103,421 | $146.85M | 0.0% | +9.1% | 0.782% | |
2/15/2024 | Barclays PLC | 15,121 | $21.47M | 0.0% | +86.0% | 0.114% | |
2/15/2024 | Van Lanschot Kempen Investment Management N.V. | 73,890 | $104.92M | 1.5% | +17.2% | 0.559% | |
2/15/2024 | Vanguard Group Inc. | 1,191,714 | $1.69B | 0.0% | +0.8% | 9.014% | |
2/15/2024 | Vident Advisory LLC | 2,009 | $2.85M | 0.1% | +4.2% | 0.015% | |
2/15/2024 | Needham Investment Management LLC | 2,150 | $3.05M | 0.4% | +26.5% | 0.016% | |
2/15/2024 | Nuveen Asset Management LLC | 28,000 | $39.76M | 0.0% | -1.0% | 0.212% | |
2/15/2024 | Price T Rowe Associates Inc. MD | 7,977 | $11.33M | 0.0% | +4.9% | 0.060% | |
2/15/2024 | Public Sector Pension Investment Board | 1,683 | $2.39M | 0.0% | +6.6% | 0.013% | |
2/15/2024 | Gotham Asset Management LLC | 477 | $0.68M | 0.0% | -3.6% | 0.004% | |
2/15/2024 | Boyar Asset Management Inc. | 295 | $0.42M | 0.3% | -4.8% | 0.002% | |
2/15/2024 | Baird Financial Group Inc. | 662 | $0.94M | 0.0% | -4.1% | 0.005% | |
2/15/2024 | Broad Run Investment Management LLC | 42,797 | $60.77M | 8.1% | -7.4% | 0.324% | |
2/15/2024 | Comerica Bank | 3,921 | $5.57M | 0.0% | +18.8% | 0.030% | |
2/14/2024 | Royal Bank of Canada | 42,457 | $60.28M | 0.0% | -18.6% | 0.321% | |
2/14/2024 | Pathstone Holdings LLC | 2,317 | $3.29M | 0.0% | N/A | 0.018% | |
2/14/2024 | Waverly Advisors LLC | 563 | $0.80M | 0.0% | +293.7% | 0.004% | |
2/14/2024 | Avenir Corp | 85,935 | $122.02M | 10.6% | -1.7% | 0.650% | |
2/14/2024 | Point72 Europe London LLP | 178 | $0.25M | 0.0% | N/A | 0.001% | |
2/14/2024 | Creative Planning | 4,342 | $6.17M | 0.0% | +13.9% | 0.033% | |
2/14/2024 | Cubist Systematic Strategies LLC | 195 | $0.28M | 0.0% | -98.6% | 0.001% | |
2/14/2024 | RMB Capital Management LLC | 2,469 | $3.51M | 0.1% | -8.2% | 0.019% | |
2/14/2024 | Ethic Inc. | 680 | $0.97M | 0.0% | -1.7% | 0.005% | |
2/14/2024 | MGO One Seven LLC | 1,495 | $2.12M | 0.1% | -4.4% | 0.011% | |
2/14/2024 | Cheviot Value Management LLC | 5,672 | $8.13M | 1.8% | +2.0% | 0.043% | |
2/14/2024 | Cresset Asset Management LLC | 422 | $0.60M | 0.0% | -49.5% | 0.003% | |
2/14/2024 | Quilter Plc | 20,838 | $29.42M | 0.0% | +25.7% | 0.158% | |
2/14/2024 | Sei Investments Co. | 3,040 | $4.32M | 0.0% | -28.5% | 0.023% | |
2/14/2024 | Shell Asset Management Co. | 524 | $0.74M | 0.0% | -87.5% | 0.004% | |
2/14/2024 | Seven Eight Capital LP | 674 | $0.96M | 0.1% | N/A | 0.005% | |
2/14/2024 | Watchman Group Inc. | 2,355 | $3.34M | 1.1% | +0.3% | 0.018% | |
2/14/2024 | Schroder Investment Management Group | 1,143 | $1.62M | 0.0% | +3.5% | 0.009% | |
2/14/2024 | Prudential PLC | 1,261 | $1.79M | 0.0% | +2.4% | 0.010% | |
2/13/2024 | Epoch Investment Partners Inc. | 56,561 | $80.31M | 0.4% | +58.7% | 0.428% | |
2/13/2024 | Vinva Investment Management Ltd | 420 | $0.59M | 0.0% | +14.8% | 0.003% | |
2/13/2024 | Envestnet Asset Management Inc. | 54,264 | $77.05M | 0.0% | +5.0% | 0.410% | |
2/13/2024 | Stephens Inc. AR | 184 | $0.26M | 0.0% | -10.2% | 0.001% | |
2/13/2024 | First National Bank of Omaha | 10,105 | $14.35M | 0.9% | -3.7% | 0.076% | |
2/13/2024 | Northern Trust Corp | 90,276 | $128.18M | 0.0% | +2.0% | 0.683% | |
2/13/2024 | Cibc World Markets Corp | 351 | $0.50M | 0.0% | N/A | 0.003% | |
2/13/2024 | Public Employees Retirement Association of Colorado | 1,546 | $2.20M | 0.0% | -97.3% | 0.012% | |
2/13/2024 | Cetera Advisor Networks LLC | 614 | $0.87M | 0.0% | +6.8% | 0.005% | |
2/13/2024 | Oppenheimer & Co. Inc. | 731 | $1.04M | 0.0% | +2.8% | 0.006% | |
2/13/2024 | Tower Research Capital LLC TRC | 331 | $0.47M | 0.0% | -59.3% | 0.003% | |
2/13/2024 | First Trust Advisors LP | 13,477 | $19.14M | 0.0% | +2,998.2% | 0.102% | |