3/28/2024 | Newbridge Financial Services Group Inc. | 23,555 | $8.86M | 4.3% | +6.1% | 0.000% | |
3/26/2024 | HighPoint Advisor Group LLC | 171,218 | $64.39M | 4.9% | N/A | 0.002% | |
3/26/2024 | Fairman Group LLC | 2,132 | $0.80M | 0.8% | N/A | 0.000% | |
3/26/2024 | Napatree Capital LLC | 3,903 | $1.47M | 1.5% | N/A | 0.000% | |
3/22/2024 | Livelsberger Financial Advisory | 489 | $0.18M | 0.2% | N/A | 0.000% | |
3/22/2024 | Cooksen Wealth LLC | 229 | $86K | 0.1% | N/A | 0.000% | |
3/21/2024 | Grayhawk Investment Strategies Inc. | 472 | $0.18M | 0.1% | +49.8% | 0.000% | |
3/21/2024 | Ariston Services Group | 641 | $0.24M | 0.2% | N/A | 0.000% | |
3/19/2024 | Warren Street Wealth Advisors LLC | 6,767 | $2.55M | 1.4% | +16.5% | 0.000% | |
3/19/2024 | Accent Capital Management LLC | 31,031 | $11.67M | 9.2% | N/A | 0.000% | |
3/19/2024 | M3 Advisory Group LLC | 3,091 | $1.16M | 1.4% | N/A | 0.000% | |
3/18/2024 | Kingdon Capital Management L.L.C. | 43,500 | $16.36M | 2.0% | -37.9% | 0.001% | |
3/18/2024 | CoreFirst Bank & Trust | 10,146 | $3.82M | 2.5% | -6.1% | 0.000% | |
3/15/2024 | Hart & Patterson Financial Group LLC | 3,969 | $1.49M | 0.8% | N/A | 0.000% | |
3/15/2024 | Skyline Advisors Inc. | 49,563 | $18.64M | 8.9% | N/A | 0.001% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 4,477 | $1.68M | 1.2% | N/A | 0.000% | |
3/15/2024 | Cape ANN Savings Bank | 18,379 | $7.31M | 4.8% | -1.1% | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 271,828 | $102.22M | 2.8% | -6.7% | 0.004% | |
3/15/2024 | VanderPol Investments L.L.C. | 1,771 | $0.67M | 2.3% | N/A | 0.000% | |
3/14/2024 | Walden Wealth Partners LLC | 47,189 | $17.75M | 11.2% | N/A | 0.001% | |
3/14/2024 | Ables Iannone Moore & Associates Inc. | 14,764 | $5.55M | 4.2% | N/A | 0.000% | |
3/14/2024 | Leo Wealth LLC | 33,585 | $13.14M | 1.4% | N/A | 0.000% | |
3/14/2024 | Yeomans Consulting Group Inc. | 3,454 | $1.30M | 0.6% | N/A | 0.000% | |
3/14/2024 | Muirfield Wealth Advisors LLC | 3,455 | $1.30M | 1.4% | N/A | 0.000% | |
3/14/2024 | Golden Road Advisors LLC | 1,924 | $0.72M | 0.7% | N/A | 0.000% | |
3/13/2024 | MONECO Advisors LLC | 35,452 | $13.33M | 2.5% | +37.6% | 0.000% | |
3/13/2024 | Sivia Capital Partners LLC | 19,232 | $7.23M | 4.0% | N/A | 0.000% | |
3/12/2024 | Executive Wealth Group LLC | 25,620 | $9.63M | 6.1% | -3.3% | 0.000% | |
3/12/2024 | Rovin Capital UT ADV | 2,366 | $0.89M | 0.4% | +15.5% | 0.000% | |
3/12/2024 | Spartan Planning & Wealth Management | 12,303 | $4.63M | 4.9% | +167.1% | 0.000% | |
3/12/2024 | Cove Private Wealth LLC | 26,136 | $9.83M | 9.3% | N/A | 0.000% | |
3/11/2024 | Vanguard Group Inc. | 664,908,939 | $250.03B | 5.5% | +2.4% | 8.948% | |
3/11/2024 | Wahed Invest LLC | 126,801 | $47.68M | 12.4% | +6.6% | 0.002% | |
3/11/2024 | Red Mountain Financial LLC | 2,751 | $1.03M | 1.6% | N/A | 0.000% | |
3/8/2024 | SWP Financial LLC | 784 | $0.30M | 0.2% | N/A | 0.000% | |
3/8/2024 | Trust Co. of Vermont | 178,974 | $67.30M | 4.5% | -9.8% | 0.002% | |
3/8/2024 | ICA Group Wealth Management LLC | 16,638 | $6.26M | 1.4% | -0.3% | 0.000% | |
3/7/2024 | Brown Shipley& Co Ltd | 67,325 | $25.32M | 12.5% | +7.7% | 0.001% | |
3/7/2024 | Objective Capital Management LLC | 7,620 | $2.87M | 2.2% | +0.4% | 0.000% | |
3/6/2024 | SageView Advisory Group LLC | 68,524 | $28M | 1.0% | +48.8% | 0.001% | |
3/6/2024 | Willner & Heller LLC | 7,560 | $2.84M | 3.2% | N/A | 0.000% | |
3/6/2024 | Alamar Capital Management LLC | 2,416 | $0.91M | 0.7% | +4.3% | 0.000% | |
3/5/2024 | Fisher Asset Management LLC | 25,381,692 | $9.54B | 4.7% | +1.6% | 0.342% | |
3/5/2024 | Gerber LLC | 8,555 | $3.22M | 2.9% | N/A | 0.000% | |
3/5/2024 | Stonebridge Capital Management Inc. | 48,402 | $18.20M | 8.8% | -0.1% | 0.001% | |
3/5/2024 | True Vision MN LLC | 1,338 | $0.50M | 0.4% | N/A | 0.000% | |
3/5/2024 | Greenwood Capital Associates LLC | 73,919 | $27.80M | 3.6% | -0.1% | 0.001% | |
3/5/2024 | Slagle Financial LLC | 36,842 | $13.85M | 1.7% | +94.0% | 0.000% | |
3/5/2024 | Wellington Management Group LLP | 62,061,452 | $23.34B | 4.4% | -4.4% | 0.835% | |
3/5/2024 | Twin Focus Capital Partners LLC | 6,047 | $2.27M | 0.2% | -25.6% | 0.000% | |
3/5/2024 | CCM Investment Advisers LLC | 70,018 | $26.33M | 3.2% | -0.1% | 0.001% | |
3/5/2024 | PBCay One RSC Ltd | 45,500 | $17.11M | 3.7% | N/A | 0.001% | |
3/4/2024 | Tucker Asset Management LLC | 3,862 | $1.45M | 0.4% | -1.1% | 0.000% | |
3/4/2024 | Congress Asset Management Co. MA | 601,300 | $226.11M | 1.8% | -0.7% | 0.008% | |
3/4/2024 | Richardson Financial Services Inc. | 5,647 | $2.12M | 1.9% | N/A | 0.000% | |
3/4/2024 | Fortis Group Advisors LLC | 5,995 | $2.25M | 0.6% | +28.5% | 0.000% | |
3/4/2024 | Northwest Bank & Trust Co | 18,500 | $6.96M | 6.3% | N/A | 0.000% | |
3/4/2024 | Vima LLC | 1,454 | $0.55M | 1.2% | N/A | 0.000% | |
3/1/2024 | Creekmur Asset Management LLC | 6,321 | $2.38M | 0.7% | N/A | 0.000% | |
3/1/2024 | Transcendent Capital Group LLC | 23,080 | $8.68M | 5.8% | N/A | 0.000% | |
3/1/2024 | ARK & TLK Investments LLC | 2,084 | $0.78M | 0.3% | N/A | 0.000% | |
3/1/2024 | Pineridge Advisors LLC | 16,865 | $6.34M | 2.1% | N/A | 0.000% | |
3/1/2024 | Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 775,050 | $291.45M | 21.5% | 0.0% | 0.010% | |
3/1/2024 | Thomas Story & Son LLC | 1,495 | $0.56M | 0.3% | -6.3% | 0.000% | |
2/29/2024 | Scarborough Advisors LLC | 22,290 | $8.38M | 1.7% | +0.8% | 0.000% | |
2/29/2024 | Tortoise Investment Management LLC | 8,810 | $3.31M | 0.4% | -3.9% | 0.000% | |
2/29/2024 | Quintet Private Bank Europe S.A. | 447,507 | $168.28M | 10.5% | -2.3% | 0.006% | |
2/29/2024 | Acima Private Wealth LLC | 7,798 | $2.93M | 1.1% | -15.1% | 0.000% | |
2/28/2024 | Bbjs Financial Advisors LLC | 116 | $44K | 0.0% | -88.8% | 0.000% | |
2/28/2024 | Forthright Family Wealth Advisory LLC | 2,819 | $1.06M | 0.8% | N/A | 0.000% | |
2/28/2024 | American International Group Inc. | 2,328,282 | $875.53M | 3.6% | -0.3% | 0.031% | |
2/28/2024 | EP Wealth Advisors LLC | 626,552 | $235.61M | 3.0% | +1.4% | 0.008% | |
2/28/2024 | Abel Hall LLC | 7,404 | $2.78M | 2.4% | N/A | 0.000% | |
2/27/2024 | Geo Capital Gestora de Recursos Ltd | 5,869 | $2.21M | 2.4% | -61.3% | 0.000% | |
2/27/2024 | Beaird Harris Wealth Management LLC | 5,933 | $2.23M | 0.2% | +8.1% | 0.000% | |
2/27/2024 | Lazari Capital Management Inc. | 14,504 | $5.45M | 3.1% | -4.3% | 0.000% | |
2/27/2024 | Counterweight Ventures LLC | 11,144 | $4.19M | 3.8% | N/A | 0.000% | |
2/27/2024 | ARQ Wealth Advisors LLC | 6,518 | $2.45M | 1.5% | -1.3% | 0.000% | |
2/26/2024 | Syon Capital LLC | 74,037 | $27.84M | 2.4% | +23.5% | 0.001% | |
2/26/2024 | Great Oak Capital Partners LLC | 2,286 | $0.86M | 0.5% | N/A | 0.000% | |
2/26/2024 | Centaurus Financial Inc. | 36,332 | $13.66M | 1.0% | +2.0% | 0.000% | |
2/26/2024 | Krane Funds Advisors LLC | 3,506 | $1.32M | 0.1% | -19.6% | 0.000% | |
2/26/2024 | Integrated Advisors Network LLC | 83,658 | $31.46M | 1.8% | +0.6% | 0.001% | |
2/26/2024 | Virtu Financial LLC | 8,412 | $3.16M | 0.3% | -88.5% | 0.000% | |
2/26/2024 | Teachers Retirement System of The State of Kentucky | 1,311,184 | $493.06M | 4.6% | -3.6% | 0.018% | |
2/26/2024 | Neo Ivy Capital Management | 153 | $58K | 0.1% | N/A | 0.000% | |
2/23/2024 | Center Lake Capital Management LLC | 50,000 | $18.80M | 23.7% | -41.2% | 0.001% | |
2/23/2024 | Cim LLC | 11,139 | $4.59M | 0.8% | N/A | 0.000% | |
2/23/2024 | Regal Wealth Group Inc. | 1,877 | $0.69M | 0.4% | +45.4% | 0.000% | |
2/23/2024 | Arkansas Financial Group Inc. | 1,719 | $0.65M | 0.1% | +1.5% | 0.000% | |
2/23/2024 | TKG Advisors LLC | 1,963 | $0.74M | 0.4% | -12.9% | 0.000% | |
2/23/2024 | Chicago Partners Investment Group LLC | 88,085 | $35.46M | 1.6% | -0.7% | 0.001% | |
2/23/2024 | Beacon Financial Group | 19,124 | $7.19M | 0.9% | +2.0% | 0.000% | |
2/23/2024 | Gordian Capital Singapore Pte Ltd | 46,522 | $17.49M | 15.8% | +4.9% | 0.001% | |
2/22/2024 | Peterson Wealth Management | 8,352 | $3.14M | 2.8% | -4.2% | 0.000% | |
2/22/2024 | Sierra Summit Advisors LLC | 33,775 | $12.70M | 3.7% | N/A | 0.000% | |
2/22/2024 | Auxier Asset Management | 113,883 | $42.83M | 6.9% | -1.0% | 0.002% | |
2/22/2024 | Proathlete Wealth Management LLC | 11,475 | $4.32M | 2.6% | N/A | 0.000% | |
2/22/2024 | Napa Wealth Management | 4,115 | $1.55M | 0.8% | N/A | 0.000% | |
2/21/2024 | Raleigh Capital Management Inc. | 7,558 | $2.84M | 1.3% | +13.0% | 0.000% | |