4/20/2024 | Maryland State Retirement & Pension System | 4,640 | $5.09M | 0.1% | +1.7% | 0.008% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 13,808 | $15.59M | 0.4% | +26.0% | 0.023% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 775 | $0.88M | 0.2% | -2.3% | 0.001% | |
4/19/2024 | First Trust Direct Indexing L.P. | 1,200 | $1.36M | 0.1% | +9.2% | 0.002% | |
4/19/2024 | Norden Group LLC | 5,112 | $5.77M | 0.1% | N/A | 0.009% | |
4/19/2024 | Meadow Creek Wealth Advisors LLC | 1,570 | $1.77M | 1.2% | +479.3% | 0.003% | |
4/19/2024 | Lake Street Private Wealth LLC | 447 | $0.51M | 0.1% | +76.0% | 0.001% | |
4/19/2024 | State of Alaska Department of Revenue | 13,615 | $15.37M | 0.2% | -14.5% | 0.023% | |
4/19/2024 | KFG Wealth Management LLC | 443 | $0.50M | 0.2% | +3.3% | 0.001% | |
4/19/2024 | Valeo Financial Advisors LLC | 1,002 | $1.13M | 0.0% | +21.0% | 0.002% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 214,707 | $242.38M | 0.2% | -2.3% | 0.364% | |
4/19/2024 | Hedeker Wealth LLC | 1,438 | $1.62M | 0.5% | +7.2% | 0.002% | |
4/18/2024 | SeaCrest Wealth Management LLC | 1,096 | $1.24M | 0.2% | -23.2% | 0.002% | |
4/18/2024 | Eagle Ridge Investment Management | 35,356 | $39.91M | 3.7% | -5.4% | 0.060% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 52,010 | $58.71M | 0.1% | -25.4% | 0.088% | |
4/18/2024 | Vaughan Nelson Investment Management L.P. | 211,203 | $238.42M | 2.1% | -0.1% | 0.358% | |
4/18/2024 | Congress Wealth Management LLC DE | 15,261 | $17.23M | 0.3% | -0.8% | 0.026% | |
4/18/2024 | Oak Thistle LLC | 379 | $0.43M | 0.4% | -84.2% | 0.001% | |
4/18/2024 | Miracle Mile Advisors LLC | 435 | $0.49M | 0.0% | +41.7% | 0.001% | |
4/18/2024 | Diversified Trust Co | 955 | $1.08M | 0.0% | -15.8% | 0.002% | |
4/18/2024 | MorganRosel Wealth Management LLC | 721 | $0.81M | 0.3% | -3.7% | 0.001% | |
4/18/2024 | Blue Zone Wealth Advisors LLC | 3,734 | $4.22M | 1.4% | +3.4% | 0.006% | |
4/17/2024 | Deltec Asset Management LLC | 750 | $0.85M | 0.2% | N/A | 0.001% | |
4/17/2024 | Cornerstone Wealth Group LLC | 215 | $0.24M | 0.0% | N/A | 0.000% | |
4/16/2024 | MCF Advisors LLC | 912 | $1.03M | 0.1% | +12.3% | 0.002% | |
4/16/2024 | Toth Financial Advisory Corp | 4,164 | $4.70M | 0.6% | +2.1% | 0.007% | |
4/16/2024 | Hodges Capital Management Inc. | 485 | $0.55M | 0.0% | +4.1% | 0.001% | |
4/16/2024 | WD Rutherford LLC | 728 | $0.82M | 0.4% | +22.8% | 0.001% | |
4/16/2024 | Financial Management Professionals Inc. | 33 | $37K | 0.0% | -42.1% | 0.000% | |
4/16/2024 | Kathmere Capital Management LLC | 945 | $1.07M | 0.1% | +4.7% | 0.002% | |
4/16/2024 | Atlantic Union Bankshares Corp | 264 | $0.30M | 0.0% | -88.4% | 0.000% | |
4/16/2024 | Indiana Trust & Investment Management CO | 34 | $38K | 0.0% | +325.0% | 0.000% | |
4/16/2024 | Fifth Third Wealth Advisors LLC | 536 | $0.61M | 0.1% | +5.1% | 0.001% | |
4/16/2024 | Hengehold Capital Management LLC | 212 | $0.24M | 0.0% | N/A | 0.000% | |
4/16/2024 | Transform Wealth LLC | 8,480 | $9.57M | 0.9% | +1.6% | 0.014% | |
4/16/2024 | 180 Wealth Advisors LLC | 273 | $0.31M | 0.1% | N/A | 0.000% | |
4/16/2024 | Overbrook Management Corp | 9,275 | $10.47M | 2.8% | -19.4% | 0.016% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 7,684 | $8.67M | 0.0% | -17.6% | 0.013% | |
4/16/2024 | Procyon Advisors LLC | 2,970 | $3.35M | 0.3% | +3.4% | 0.005% | |
4/15/2024 | S.A. Mason LLC | 1,699 | $1.92M | 1.2% | -3.1% | 0.003% | |
4/15/2024 | Sunbelt Securities Inc. | 516 | $0.58M | 0.1% | +10.5% | 0.001% | |
4/15/2024 | Elevated Capital Advisors LLC | 206 | $0.23M | 0.1% | N/A | 0.000% | |
4/15/2024 | CIC Wealth LLC | 521 | $0.59M | 0.2% | -6.6% | 0.001% | |
4/15/2024 | CFM Wealth Partners LLC | 7,584 | $8.56M | 1.7% | +7.5% | 0.013% | |
4/15/2024 | Security National Bank | 80 | $90K | 0.0% | -26.6% | 0.000% | |
4/13/2024 | First Financial Corp IN | 22 | $25K | 0.0% | -63.9% | 0.000% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 4,163 | $4.70M | 0.2% | +3.9% | 0.007% | |
4/12/2024 | Factory Mutual Insurance Co. | 5,000 | $5.64M | 0.1% | N/A | 0.008% | |
4/12/2024 | Riverview Trust Co | 36 | $41K | 0.0% | N/A | 0.000% | |
4/12/2024 | Annex Advisory Services LLC | 12,218 | $13.79M | 0.5% | +16.4% | 0.021% | |
4/12/2024 | Gateway Investment Advisers LLC | 11,218 | $12.66M | 0.1% | -15.4% | 0.019% | |
4/12/2024 | Strong Tower Advisory Services | 450 | $0.51M | 0.2% | +5.6% | 0.001% | |
4/12/2024 | Global Assets Advisory LLC | 96,074 | $108.46M | 0.4% | N/A | 0.163% | |
4/12/2024 | Range Financial Group LLC | 197 | $0.22M | 0.1% | N/A | 0.000% | |
4/11/2024 | Rheos Capital Works Inc. | 15,300 | $17.27M | 0.8% | -19.9% | 0.026% | |
4/11/2024 | Ballentine Partners LLC | 953 | $1.08M | 0.0% | +4.3% | 0.002% | |
4/11/2024 | Compton Wealth Advisory Group LLC | 655 | $0.74M | 0.2% | +26.9% | 0.001% | |
4/11/2024 | Opal Wealth Advisors LLC | 263 | $0.30M | 0.1% | N/A | 0.000% | |
4/11/2024 | Contravisory Investment Management Inc. | 480 | $0.54M | 0.1% | -6.4% | 0.001% | |
4/11/2024 | International Assets Investment Management LLC | 706 | $0.80M | 0.0% | +2.6% | 0.001% | |
4/11/2024 | &PARTNERS | 448 | $0.51M | 0.1% | N/A | 0.001% | |
4/11/2024 | Central Bank & Trust Co. | 75 | $85K | 0.0% | -42.3% | 0.000% | |
4/11/2024 | Congress Asset Management Co. MA | 109,466 | $123.57M | 0.9% | -0.7% | 0.185% | |
4/11/2024 | Rockland Trust Co. | 4,576 | $5.17M | 0.3% | -14.1% | 0.008% | |
4/11/2024 | SignalPoint Asset Management LLC | 50,766 | $57.31M | 15.7% | -0.7% | 0.086% | |
4/11/2024 | Gulf International Bank UK Ltd | 5,022 | $5.67M | 0.1% | +0.5% | 0.009% | |
4/11/2024 | BTC Capital Management Inc. | 7,609 | $8.59M | 0.8% | N/A | 0.013% | |
4/10/2024 | Marcum Wealth LLC | 196 | $0.22M | 0.0% | N/A | 0.000% | |
4/10/2024 | Threadgill Financial LLC | 303 | $0.34M | 0.2% | N/A | 0.001% | |
4/10/2024 | Park Avenue Securities LLC | 873 | $0.99M | 0.0% | -30.9% | 0.001% | |
4/10/2024 | Legacy Financial Group LLC | 527 | $0.60M | 0.1% | N/A | 0.001% | |
4/10/2024 | American National Bank | 266 | $0.30M | 0.0% | -26.5% | 0.000% | |
4/10/2024 | Legacy Financial Strategies LLC | 279 | $0.32M | 0.1% | -23.4% | 0.000% | |
4/10/2024 | Bank of New Hampshire | 3,805 | $4.30M | 1.1% | -2.7% | 0.006% | |
4/10/2024 | First National Bank of Mount Dora Trust Investment Services | 2,943 | $3.32M | 0.8% | -15.1% | 0.005% | |
4/10/2024 | Wedmont Private Capital | 793 | $0.87M | 0.1% | +4.9% | 0.001% | |
4/10/2024 | Walker Asset Management LLC | 9,952 | $11.24M | 7.4% | -0.8% | 0.017% | |
4/10/2024 | Banque Cantonale Vaudoise | 784 | $0.89M | 0.0% | N/A | 0.001% | |
4/10/2024 | Czech National Bank | 10,393 | $11.73M | 0.2% | +0.3% | 0.018% | |
4/10/2024 | Fulton Bank N.A. | 1,944 | $2.20M | 0.1% | +1.8% | 0.003% | |
4/10/2024 | Perpetual Ltd | 1,141 | $1.29M | 0.0% | +322.6% | 0.002% | |
4/9/2024 | Welch Group LLC | 220 | $0.25M | 0.0% | N/A | 0.000% | |
4/9/2024 | Alaska Permanent Fund Corp | 182 | $0.21M | 0.0% | N/A | 0.000% | |
4/9/2024 | Woodstock Corp | 40,991 | $46.27M | 4.8% | 0.0% | 0.069% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 21,371 | $24.13M | 0.8% | +0.4% | 0.036% | |
4/9/2024 | Rise Advisors LLC | 32 | $36K | 0.0% | N/A | 0.000% | |
4/9/2024 | Deane Retirement Strategies Inc. | 1,738 | $1.96M | 1.0% | N/A | 0.003% | |
4/8/2024 | Bath Savings Trust Co | 3,622 | $4.09M | 0.4% | +13.3% | 0.006% | |
4/8/2024 | Atlas Brown Inc. | 613 | $0.69M | 0.3% | +53.3% | 0.001% | |
4/8/2024 | Beese Fulmer Investment Management Inc. | 20,571 | $23.22M | 2.2% | -2.3% | 0.035% | |
4/8/2024 | Pensionfund Sabic | 1,500 | $1.69M | 0.5% | -11.8% | 0.003% | |
4/5/2024 | First Hawaiian Bank | 3,162 | $3.57M | 0.1% | -3.3% | 0.005% | |
4/5/2024 | GAMMA Investing LLC | 513 | $0.58M | 0.1% | +33.6% | 0.001% | |
4/5/2024 | Capital Market Strategies LLC | 282 | $0.32M | 0.2% | +5.6% | 0.000% | |
4/5/2024 | Los Angeles Capital Management LLC | 59,240 | $66.88M | 0.2% | -16.6% | 0.100% | |
4/5/2024 | NBC Securities Inc. | 1,205 | $1.36M | 0.1% | +8.9% | 0.002% | |
4/5/2024 | CWM LLC | 2,013 | $2.27M | 0.0% | +51.9% | 0.003% | |
4/4/2024 | Cullen Investment Group LTD. | 1,393 | $1.59M | 0.3% | -8.2% | 0.002% | |
4/1/2024 | Canandaigua National Bank & Trust Co. | 1,140 | $1.29M | 0.2% | -43.3% | 0.002% | |
3/29/2024 | Kapitalo Investimentos Ltda | 254 | $0.24M | 0.0% | +13.4% | 0.000% | |