4/18/2024 | Blue Zone Wealth Advisors LLC | 166,534 | $6.49M | 2.2% | +1.1% | 0.014% | |
4/17/2024 | D.B. Root & Company LLC | 39,585 | $1.54M | 0.5% | -1.3% | 0.003% | |
4/17/2024 | Founders Financial Securities LLC | 54,072 | $2.11M | 0.2% | +5.4% | 0.004% | |
4/17/2024 | Symphony Financial Ltd. Co. | 5,766 | $0.23M | 0.1% | -50.1% | 0.000% | |
4/17/2024 | Vicus Capital | 8,248 | $0.32M | 0.0% | N/A | 0.001% | |
4/17/2024 | First Bank & Trust | 103,840 | $4.05M | 0.8% | -0.3% | 0.009% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 61,480 | $2.40M | 0.1% | +15.0% | 0.005% | |
4/16/2024 | Occidental Asset Management LLC | 81,461 | $3.18M | 0.6% | +23.1% | 0.007% | |
4/16/2024 | Independence Bank of Kentucky | 17,452 | $0.68M | 0.2% | +50.6% | 0.001% | |
4/16/2024 | OneAscent Financial Services LLC | 10,938 | $0.43M | 0.0% | -21.3% | 0.001% | |
4/16/2024 | OneAscent Wealth Management LLC | 7,190 | $0.28M | 0.1% | -20.6% | 0.001% | |
4/16/2024 | Astoria Portfolio Advisors LLC. | 8,576 | $0.33M | 0.1% | -3.3% | 0.001% | |
4/16/2024 | Courier Capital LLC | 67,541 | $2.63M | 0.2% | -4.0% | 0.006% | |
4/16/2024 | Cypress Wealth Services LLC | 8,582 | $0.33M | 0.1% | -11.7% | 0.001% | |
4/16/2024 | Buckley Wealth Management LLC | 29,955 | $1.17M | 0.4% | -1.0% | 0.002% | |
4/16/2024 | Transform Wealth LLC | 58,346 | $2.27M | 0.2% | +0.7% | 0.005% | |
4/16/2024 | 180 Wealth Advisors LLC | 8,270 | $0.32M | 0.1% | +9.3% | 0.001% | |
4/16/2024 | Stokes Capital Advisors LLC | 188,516 | $7.35M | 2.1% | +1.4% | 0.015% | |
4/16/2024 | Ausbil Investment Management Ltd | 279,781 | $10.88M | 5.4% | +13.9% | 0.023% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 193,738 | $7.55M | 0.0% | -0.9% | 0.016% | |
4/16/2024 | Procyon Advisors LLC | 143,889 | $5.61M | 0.4% | -3.4% | 0.012% | |
4/15/2024 | Graybill Wealth Management LTD. | 153,864 | $6M | 2.5% | +0.2% | 0.013% | |
4/15/2024 | Defined Wealth Management LLC | 8,633 | $0.34M | 0.2% | N/A | 0.001% | |
4/15/2024 | G&S Capital LLC | 81,533 | $3.18M | 1.4% | -1.4% | 0.007% | |
4/15/2024 | GoalVest Advisory LLC | 37,480 | $1.46M | 0.5% | +3.7% | 0.003% | |
4/15/2024 | Future Financial Wealth Managment LLC | 1,600 | $62K | 0.0% | N/A | 0.000% | |
4/15/2024 | Brookstone Capital Management | 9,698 | $0.38M | 0.0% | +52.5% | 0.001% | |
4/15/2024 | Eagle Rock Investment Company LLC | 31,541 | $1.23M | 0.2% | +9.1% | 0.003% | |
4/15/2024 | Davis Investment Partners LLC | 5,314 | $0.21M | 0.1% | N/A | 0.000% | |
4/15/2024 | CFM Wealth Partners LLC | 223,755 | $8.72M | 1.7% | -1.5% | 0.018% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 18,208 | $0.71M | 0.1% | -40.9% | 0.001% | |
4/15/2024 | West Paces Advisors Inc. | 17,557 | $0.68M | 0.2% | +3.9% | 0.001% | |
4/13/2024 | Beech Hill Advisors Inc. | 37,060 | $1.44M | 0.6% | +1.0% | 0.003% | |
4/13/2024 | Wallace Advisory Group LLC | 11,867 | $0.46M | 0.3% | +7.4% | 0.001% | |
4/12/2024 | Gilman Hill Asset Management LLC | 145,723 | $5.68M | 1.0% | -1.4% | 0.012% | |
4/12/2024 | Riverview Trust Co | 2,993 | $0.12M | 0.1% | N/A | 0.000% | |
4/12/2024 | Annex Advisory Services LLC | 97,923 | $3.82M | 0.1% | +4.1% | 0.008% | |
4/12/2024 | Miller Howard Investments Inc. NY | 766,335 | $29.86M | 1.0% | +0.7% | 0.063% | |
4/12/2024 | Ignite Planners LLC | 19,562 | $0.76M | 0.2% | -16.2% | 0.002% | |
4/12/2024 | AdvisorNet Financial Inc | 4,811 | $0.19M | 0.0% | +44.3% | 0.000% | |
4/12/2024 | True North Advisors LLC | 23,385 | $0.91M | 0.3% | N/A | 0.002% | |
4/12/2024 | High Net Worth Advisory Group LLC | 13,205 | $0.52M | 0.2% | -21.4% | 0.001% | |
4/11/2024 | Ballentine Partners LLC | 25,218 | $0.98M | 0.0% | -11.9% | 0.002% | |
4/11/2024 | Opal Wealth Advisors LLC | 1,335 | $52K | 0.0% | N/A | 0.000% | |
4/11/2024 | Cooper Financial Group | 8,849 | $0.35M | 0.1% | -3.7% | 0.001% | |
4/11/2024 | O Keefe Stevens Advisory Inc. | 6,222 | $0.24M | 0.1% | N/A | 0.001% | |
4/11/2024 | International Assets Investment Management LLC | 18,055 | $0.70M | 0.0% | +78.6% | 0.001% | |
4/11/2024 | Central Bank & Trust Co. | 126,364 | $4.92M | 0.7% | +0.7% | 0.010% | |
4/11/2024 | MJP Associates Inc. ADV | 7,690 | $0.30M | 0.1% | N/A | 0.001% | |
4/11/2024 | Gulf International Bank UK Ltd | 100,631 | $3.92M | 0.1% | +0.5% | 0.008% | |
4/10/2024 | Park Avenue Securities LLC | 72,888 | $2.84M | 0.0% | -7.8% | 0.006% | |
4/10/2024 | Lantz Financial LLC | 9,082 | $0.35M | 0.1% | +3.6% | 0.001% | |
4/10/2024 | Bank of New Hampshire | 7,575 | $0.30M | 0.1% | -75.0% | 0.001% | |
4/10/2024 | Wedmont Private Capital | 17,519 | $0.69M | 0.1% | +15.0% | 0.001% | |
4/10/2024 | Walker Asset Management LLC | 5,192 | $0.20M | 0.1% | N/A | 0.000% | |
4/10/2024 | Banque Cantonale Vaudoise | 15,660 | $0.61M | 0.0% | -27.9% | 0.001% | |
4/10/2024 | Czech National Bank | 214,044 | $8.34M | 0.1% | +0.5% | 0.018% | |
4/10/2024 | Fulton Bank N.A. | 67,534 | $2.63M | 0.1% | -0.5% | 0.006% | |
4/10/2024 | MADDEN SECURITIES Corp | 76,345 | $2.98M | 1.4% | N/A | 0.006% | |
4/9/2024 | Alaska Permanent Fund Corp | 1,190 | $46K | 0.0% | N/A | 0.000% | |
4/9/2024 | New Hampshire Trust | 24,016 | $0.94M | 0.2% | -2.6% | 0.002% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 124,134 | $4.84M | 0.2% | -1.3% | 0.010% | |
4/9/2024 | Rise Advisors LLC | 702 | $27K | 0.0% | N/A | 0.000% | |
4/9/2024 | Mather Group LLC. | 12,552 | $0.49M | 0.0% | -4.8% | 0.001% | |
4/8/2024 | Emprise Bank | 6,437 | $0.25M | 0.2% | N/A | 0.001% | |
4/8/2024 | Walnut Private Equity Partners LLC | 493,945 | $19.25M | 12.2% | +2.7% | 0.041% | |
4/5/2024 | First Hawaiian Bank | 76,319 | $2.97M | 0.1% | -14.1% | 0.006% | |
4/5/2024 | Chickasaw Capital Management LLC | 1,644,620 | $64.09M | 3.1% | +3.5% | 0.135% | |
4/5/2024 | GAMMA Investing LLC | 12,936 | $0.50M | 0.1% | +19.4% | 0.001% | |
4/5/2024 | Compass Wealth Management LLC | 120,399 | $4.69M | 1.2% | -0.8% | 0.010% | |
4/5/2024 | CWM LLC | 54,635 | $2.13M | 0.0% | -0.6% | 0.004% | |
4/4/2024 | Moody National Bank Trust Division | 8,425 | $0.33M | 0.0% | -25.6% | 0.001% | |
4/2/2024 | ST Germain D J Co. Inc. | 751 | $29K | 0.0% | -41.6% | 0.000% | |
4/2/2024 | Centre Asset Management LLC | 290,242 | $11.31M | 2.7% | +0.2% | 0.024% | |
4/2/2024 | Symmetry Partners LLC | 12,800 | $0.50M | 0.0% | +4.9% | 0.001% | |
4/1/2024 | General Partner Inc. | 4,264 | $0.17M | 0.1% | N/A | 0.000% | |
3/29/2024 | Kapitalo Investimentos Ltda | 5,207 | $0.18M | 0.0% | N/A | 0.000% | |
3/26/2024 | HighPoint Advisor Group LLC | 34,980 | $1.34M | 0.1% | N/A | 0.003% | |
3/26/2024 | Fairman Group LLC | 900 | $31K | 0.0% | N/A | 0.000% | |
3/25/2024 | Quadrature Capital Ltd | 62,349 | $2.17M | 0.0% | -45.7% | 0.005% | |
3/22/2024 | PNC Financial Services Group Inc. | 331,141 | $11.53M | 0.0% | +2.4% | 0.027% | |
3/21/2024 | Addis & Hill Inc | 13,542 | $0.50M | 0.4% | N/A | 0.001% | |
3/21/2024 | Grayhawk Investment Strategies Inc. | 10,785 | $0.38M | 0.2% | N/A | 0.001% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 205,107 | $7.14M | 0.2% | -3.0% | 0.017% | |
3/8/2024 | ICA Group Wealth Management LLC | 1,904 | $66K | 0.0% | N/A | 0.000% | |
3/6/2024 | SageView Advisory Group LLC | 45,506 | $1.60M | 0.1% | +19.1% | 0.004% | |
3/5/2024 | Fisher Asset Management LLC | 9,238 | $0.32M | 0.0% | N/A | 0.001% | |
3/5/2024 | Wellington Management Group LLP | 11,593,482 | $403.80M | 0.1% | +21.3% | 0.953% | |
3/4/2024 | Richardson Financial Services Inc. | 7,046 | $0.25M | 0.2% | N/A | 0.001% | |
3/1/2024 | Transcendent Capital Group LLC | 1,457 | $51K | 0.0% | N/A | 0.000% | |
2/28/2024 | American International Group Inc. | 324,687 | $11.31M | 0.0% | -1.8% | 0.027% | |
2/28/2024 | EP Wealth Advisors LLC | 10,130 | $0.35M | 0.0% | -6.6% | 0.001% | |
2/26/2024 | Syon Capital LLC | 10,112 | $0.35M | 0.0% | +7.9% | 0.001% | |
2/26/2024 | Integrated Advisors Network LLC | 8,990 | $0.31M | 0.0% | +5.1% | 0.001% | |
2/26/2024 | Teachers Retirement System of The State of Kentucky | 373,409 | $13.01M | 0.1% | -4.4% | 0.031% | |
2/23/2024 | TKG Advisors LLC | 60,510 | $2.11M | 1.3% | -2.5% | 0.005% | |
2/23/2024 | Chicago Partners Investment Group LLC | 341,632 | $11.63M | 0.5% | -1.9% | 0.028% | |
2/22/2024 | Sierra Summit Advisors LLC | 11,483 | $0.40M | 0.1% | N/A | 0.001% | |
2/21/2024 | Raleigh Capital Management Inc. | 65,778 | $2.29M | 1.1% | -3.0% | 0.005% | |
2/21/2024 | V Square Quantitative Management LLC | 21,786 | $0.76M | 0.2% | +33.2% | 0.002% | |