4/20/2024 | Maryland State Retirement & Pension System | 27,892 | $9.35M | 0.2% | +0.9% | 0.007% | |
4/20/2024 | Kesler Norman & Wride LLC | 12,116 | $4.34M | 0.9% | -9.4% | 0.003% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 27,475 | $9.83M | 0.2% | +88.9% | 0.007% | |
4/19/2024 | FCG Investment Co | 2,865 | $1.03M | 0.8% | +97.3% | 0.001% | |
4/19/2024 | New Century Financial Group LLC | 616 | $0.22M | 0.2% | N/A | 0.000% | |
4/19/2024 | Oak Harvest Investment Services | 5,503 | $1.97M | 0.3% | +7.5% | 0.001% | |
4/19/2024 | First Trust Direct Indexing L.P. | 11,402 | $4.08M | 0.3% | +6.5% | 0.003% | |
4/19/2024 | Kovack Advisors Inc. | 627 | $0.22M | 0.0% | N/A | 0.000% | |
4/19/2024 | DB Fitzpatrick & Co Inc | 2,330 | $0.83M | 0.8% | -26.2% | 0.001% | |
4/19/2024 | Norden Group LLC | 11,256 | $4.03M | 0.0% | N/A | 0.003% | |
4/19/2024 | JTC Employer Solutions Trustee Ltd | 680 | $0.24M | 0.0% | -12.9% | 0.000% | |
4/19/2024 | State of Alaska Department of Revenue | 39,863 | $14.27M | 0.2% | -2.4% | 0.010% | |
4/19/2024 | Valeo Financial Advisors LLC | 7,603 | $2.72M | 0.0% | -3.1% | 0.002% | |
4/19/2024 | Monument Capital Management | 654 | $0.23M | 0.1% | N/A | 0.000% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 1,167,297 | $417.74M | 0.3% | -1.2% | 0.307% | |
4/18/2024 | Plimoth Trust Co. LLC | 9,443 | $3.38M | 0.9% | -1.3% | 0.002% | |
4/18/2024 | SeaCrest Wealth Management LLC | 1,054 | $0.38M | 0.0% | -21.1% | 0.000% | |
4/18/2024 | Verum Partners LLC | 705 | $0.25M | 0.1% | N/A | 0.000% | |
4/18/2024 | State of Michigan Retirement System | 92,699 | $33.17M | 0.2% | +0.1% | 0.024% | |
4/18/2024 | Eagle Ridge Investment Management | 87,583 | $31.34M | 2.9% | -0.7% | 0.023% | |
4/18/2024 | Applied Capital LLC FL | 560 | $0.20M | 0.2% | N/A | 0.000% | |
4/18/2024 | Woodmont Investment Counsel LLC | 4,016 | $1.44M | 0.1% | +9.0% | 0.001% | |
4/18/2024 | Farmers & Merchants Investments Inc. | 45,258 | $16.20M | 0.5% | -0.8% | 0.012% | |
4/18/2024 | Cullinan Associates Inc. | 7,031 | $2.52M | 0.1% | -64.4% | 0.002% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 108,231 | $38.73M | 0.1% | -2.4% | 0.028% | |
4/18/2024 | Colton Groome Financial Advisors LLC | 730 | $0.26M | 0.1% | -11.6% | 0.000% | |
4/18/2024 | Steele Capital Management Inc. | 583 | $0.21M | 0.0% | N/A | 0.000% | |
4/18/2024 | Stewart & Patten Co. LLC | 80,854 | $28.94M | 4.3% | -1.9% | 0.021% | |
4/18/2024 | Congress Wealth Management LLC DE | 48,161 | $17.24M | 0.3% | -1.5% | 0.013% | |
4/18/2024 | Park Place Capital Corp | 1,328 | $0.48M | 0.2% | +55.5% | 0.000% | |
4/18/2024 | Talbot Financial LLC | 43,227 | $15.47M | 2.1% | +0.6% | 0.011% | |
4/18/2024 | Miracle Mile Advisors LLC | 860 | $0.31M | 0.0% | N/A | 0.000% | |
4/18/2024 | Horizon Wealth Management LLC | 1,129 | $0.40M | 0.1% | +5.4% | 0.000% | |
4/18/2024 | Diversified Trust Co | 13,742 | $4.92M | 0.1% | +27.2% | 0.004% | |
4/18/2024 | Aviance Capital Partners LLC | 2,680 | $0.96M | 0.1% | +30.7% | 0.001% | |
4/18/2024 | Oak Asset Management LLC | 18,750 | $6.71M | 2.5% | -0.8% | 0.005% | |
4/18/2024 | Compass Ion Advisors LLC | 5,093 | $1.82M | 0.3% | -40.2% | 0.001% | |
4/18/2024 | LVW Advisors LLC | 866 | $0.31M | 0.1% | -14.6% | 0.000% | |
4/18/2024 | SteelPeak Wealth LLC | 635 | $0.23M | 0.0% | N/A | 0.000% | |
4/18/2024 | Breakwater Capital Group | 1,677 | $0.60M | 0.2% | -3.3% | 0.000% | |
4/18/2024 | Blue Zone Wealth Advisors LLC | 20,727 | $7.42M | 2.6% | -4.6% | 0.005% | |
4/18/2024 | AMI Investment Management Inc. | 7,664 | $2.74M | 1.0% | +8.7% | 0.002% | |
4/18/2024 | Waterway Wealth Management LLC | 838 | $0.30M | 0.1% | N/A | 0.000% | |
4/17/2024 | Stephens Consulting LLC | 1,150 | $0.41M | 0.1% | -12.1% | 0.000% | |
4/17/2024 | D.B. Root & Company LLC | 3,634 | $1.30M | 0.4% | -5.9% | 0.001% | |
4/17/2024 | Red Door Wealth Management LLC | 856 | $0.31M | 0.1% | +25.7% | 0.000% | |
4/17/2024 | Cornerstone Wealth Group LLC | 2,287 | $0.82M | 0.1% | +32.0% | 0.001% | |
4/17/2024 | River Street Advisors LLC | 1,700 | $0.61M | 0.4% | +7.2% | 0.000% | |
4/17/2024 | New Mexico Educational Retirement Board | 19,509 | $6.98M | 0.2% | +10.8% | 0.005% | |
4/17/2024 | Brown Miller Wealth Management LLC | 6,978 | $2.50M | 1.1% | +1.0% | 0.002% | |
4/17/2024 | Vicus Capital | 1,728 | $0.62M | 0.1% | N/A | 0.000% | |
4/17/2024 | Chemung Canal Trust Co. | 825 | $0.30M | 0.1% | +7.7% | 0.000% | |
4/17/2024 | Trivant Custom Portfolio Group LLC | 8,759 | $3.14M | 2.0% | -0.4% | 0.002% | |
4/17/2024 | Baker Ellis Asset Management LLC | 22,444 | $8.03M | 1.2% | -0.9% | 0.006% | |
4/17/2024 | Burns J W & Co. Inc. NY | 26,623 | $9.53M | 1.3% | -4.6% | 0.007% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 4,915 | $1.76M | 0.1% | +74.7% | 0.001% | |
4/16/2024 | Toth Financial Advisory Corp | 51,269 | $18.35M | 2.3% | -2.7% | 0.013% | |
4/16/2024 | Reliant Investment Management LLC | 14,792 | $5.29M | 2.5% | -1.5% | 0.004% | |
4/16/2024 | Occidental Asset Management LLC | 921 | $0.33M | 0.1% | +7.3% | 0.000% | |
4/16/2024 | Independence Bank of Kentucky | 2,831 | $1.01M | 0.3% | +18.3% | 0.001% | |
4/16/2024 | Norris Perne & French LLP MI | 2,689 | $0.96M | 0.1% | +3.6% | 0.001% | |
4/16/2024 | New England Research & Management Inc. | 4,585 | $1.64M | 0.8% | -2.1% | 0.001% | |
4/16/2024 | Kathmere Capital Management LLC | 567 | $0.20M | 0.0% | N/A | 0.000% | |
4/16/2024 | Capital Insight Partners LLC | 1,709 | $0.61M | 0.1% | +50.2% | 0.000% | |
4/16/2024 | Atlantic Union Bankshares Corp | 2,742 | $0.98M | 0.1% | -1.2% | 0.001% | |
4/16/2024 | Addenda Capital Inc. | 16,749 | $6.01M | 0.3% | -6.1% | 0.004% | |
4/16/2024 | Register Financial Advisors LLC | 294 | $0.11M | 0.1% | N/A | 0.000% | |
4/16/2024 | Capital Asset Advisory Services LLC | 1,277 | $0.45M | 0.0% | +3.3% | 0.000% | |
4/16/2024 | Indiana Trust & Investment Management CO | 4,251 | $1.52M | 0.6% | +26.7% | 0.001% | |
4/16/2024 | Courier Capital LLC | 3,357 | $1.20M | 0.1% | +19.3% | 0.001% | |
4/16/2024 | Fifth Third Wealth Advisors LLC | 1,020 | $0.37M | 0.1% | -12.3% | 0.000% | |
4/16/2024 | Transform Wealth LLC | 625 | $0.22M | 0.0% | -68.7% | 0.000% | |
4/16/2024 | Stokes Capital Advisors LLC | 26,388 | $9.44M | 2.7% | +1.0% | 0.007% | |
4/16/2024 | Towerpoint Wealth LLC | 664 | $0.24M | 0.1% | N/A | 0.000% | |
4/16/2024 | Scharf Investments LLC | 6,976 | $2.50M | 0.1% | +8.6% | 0.002% | |
4/16/2024 | Chesley Taft & Associates LLC | 149,644 | $53.55M | 2.7% | -0.6% | 0.039% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 74,347 | $26.61M | 0.1% | -4.3% | 0.020% | |
4/16/2024 | ERn Financial LLC | 4,649 | $1.66M | 0.3% | +1.0% | 0.001% | |
4/15/2024 | Investment Partners Asset Management Inc. | 655 | $0.23M | 0.2% | N/A | 0.000% | |
4/15/2024 | Stonebridge Capital Management Inc. | 25,885 | $9.26M | 4.1% | -0.3% | 0.007% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 1,049 | $0.38M | 0.0% | +41.4% | 0.000% | |
4/15/2024 | S.A. Mason LLC | 2,955 | $1.06M | 0.6% | +1.7% | 0.001% | |
4/15/2024 | DGS Capital Management LLC | 668 | $0.24M | 0.1% | N/A | 0.000% | |
4/15/2024 | St. Johns Investment Management Company LLC | 5,022 | $1.80M | 0.9% | -3.3% | 0.001% | |
4/15/2024 | GoalVest Advisory LLC | 1,263 | $0.45M | 0.2% | +979.5% | 0.000% | |
4/15/2024 | AHL Investment Management Inc. | 13,145 | $4.70M | 3.6% | -2.5% | 0.003% | |
4/15/2024 | Brookstone Capital Management | 2,285 | $0.82M | 0.0% | -72.1% | 0.001% | |
4/15/2024 | Sunbelt Securities Inc. | 500 | $0.18M | 0.0% | -16.2% | 0.000% | |
4/15/2024 | CIC Wealth LLC | 650 | $0.23M | 0.1% | -35.0% | 0.000% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 4,730 | $1.69M | 0.2% | -7.0% | 0.001% | |
4/15/2024 | Henrickson Nauta Wealth Advisors Inc. | 1,586 | $0.55M | 0.2% | -2.3% | 0.000% | |
4/15/2024 | West Paces Advisors Inc. | 348 | $0.13M | 0.0% | +13.7% | 0.000% | |
4/15/2024 | Pensioenfonds Rail & OV | 103,745 | $37.21M | 2.7% | -37.8% | 0.027% | |
4/15/2024 | Security National Bank | 25,497 | $9.13M | 1.4% | +2.2% | 0.007% | |
4/13/2024 | Columbus Macro LLC | 2,565 | $0.92M | 0.3% | -5.1% | 0.001% | |
4/12/2024 | Fermata Advisors LLC | 757 | $0.27M | 0.1% | N/A | 0.000% | |
4/12/2024 | Mechanics Bank Trust Department | 7,025 | $2.51M | 0.4% | -2.8% | 0.002% | |
4/12/2024 | Riverview Trust Co | 489 | $0.18M | 0.1% | N/A | 0.000% | |
4/12/2024 | Annex Advisory Services LLC | 1,878 | $0.67M | 0.0% | +17.7% | 0.000% | |
4/12/2024 | Gateway Investment Advisers LLC | 1,313 | $0.47M | 0.0% | -2.7% | 0.000% | |