5/31/2024 | Maxwell Wealth Strategies Inc. | 465 | $420K | 0.2% | N/A | 0.000% | |
5/31/2024 | Ogborne Capital Management LLC | 37,500 | $33.88M | 8.5% | -37.5% | 0.002% | |
5/30/2024 | Cambridge Trust Co. | 78,906 | $71.30M | 2.7% | +135.5% | 0.003% | |
5/30/2024 | Motiv8 Investments LLC | 1,126 | $1.02M | 0.8% | +11.7% | 0.000% | |
5/30/2024 | EULAV Asset Management | 54,614 | $49.35M | 1.4% | -6.7% | 0.002% | |
5/30/2024 | Peninsula Wealth LLC | 18,190 | $16.44M | 2.1% | -0.1% | 0.001% | |
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5/29/2024 | Pathway Financial Advisers LLC | 1,403 | $1.27M | 0.5% | N/A | 0.000% | |
5/29/2024 | Birmingham Capital Management Co. Inc. AL | 2,870 | $2.59M | 1.0% | -18.1% | 0.000% | |
5/29/2024 | Instrumental Wealth LLC | 860 | $777K | 0.3% | +7.6% | 0.000% | |
5/29/2024 | Soltis Investment Advisors LLC | 17,462 | $15.78M | 1.8% | -2.7% | 0.001% | |
5/29/2024 | Alexander Labrunerie & CO. Inc. | 3,728 | $3.37M | 1.9% | N/A | 0.000% | |
5/29/2024 | Clean Yield Group | 1,795 | $1.62M | 0.6% | +0.8% | 0.000% | |
5/29/2024 | Garde Capital Inc. | 4,899 | $4.43M | 0.3% | -3.5% | 0.000% | |
5/28/2024 | Verity Asset Management Inc. | 2,817 | $2.55M | 1.4% | -12.5% | 0.000% | |
5/28/2024 | Teachers Retirement System of The State of Kentucky | 411,681 | $371.98M | 3.3% | -13.1% | 0.017% | |
5/24/2024 | Cetera Advisor Networks LLC | 339,828 | $307.06M | 1.5% | +8.3% | 0.014% | |
5/24/2024 | Cetera Advisors LLC | 226,867 | $204.99M | 1.6% | +107.2% | 0.009% | |
5/24/2024 | Cetera Investment Advisers | 680,591 | $614.96M | 1.5% | +193.7% | 0.028% | |
5/24/2024 | Invst LLC | 5,032 | $4.55M | 0.5% | +67.6% | 0.000% | |
5/24/2024 | Dodds Wealth LLC | 953 | $861K | 0.4% | +10.7% | 0.000% | |
5/24/2024 | PGGM Investments | 199,050 | $179.85M | 2.6% | +35.7% | 0.008% | |
5/24/2024 | Northwest Bank & Trust Co | 7,096 | $6.13M | 5.5% | -3.6% | 0.000% | |
5/23/2024 | Dock Street Asset Management Inc. | 121,956 | $110.20M | 16.5% | -23.0% | 0.005% | |
5/23/2024 | Community Trust & Investment Co. | 62,652 | $56.61M | 4.0% | -2.4% | 0.003% | |
5/23/2024 | Wellington Shields & Co. LLC | 6,057 | $5.47M | 1.9% | -0.4% | 0.000% | |
5/23/2024 | FSA Advisors Inc. | 588 | $531K | 0.6% | +20.0% | 0.000% | |
5/23/2024 | ARQ Wealth Advisors LLC | 654 | $591K | 0.3% | N/A | 0.000% | |
5/23/2024 | Austin Wealth Management LLC | 1,165 | $1.11M | 0.3% | +12.5% | 0.000% | |
5/22/2024 | Burney Co. | 27,939 | $25.25M | 1.0% | +4.6% | 0.001% | |
5/22/2024 | Cedar Point Capital Partners LLC | 492 | $445K | 0.3% | +6.0% | 0.000% | |
5/22/2024 | Beck Bode LLC | 22,900 | $20.69M | 4.2% | -1.9% | 0.001% | |
5/22/2024 | Koesten Hirschmann & Crabtree INC. | 30 | $27K | 0.0% | N/A | 0.000% | |
5/22/2024 | Second Line Capital LLC | 2,014 | $1.82M | 0.6% | +11.5% | 0.000% | |
5/21/2024 | Atria Investments Inc | 105,761 | $95.56M | 1.3% | -6.1% | 0.004% | |
5/21/2024 | Swedbank AB | 4,341,420 | $3.92B | 5.5% | N/A | 0.176% | |
5/21/2024 | Sanibel Captiva Trust Company Inc. | 23,587 | $21.31M | 0.7% | +5.6% | 0.001% | |
5/21/2024 | LRI Investments LLC | 2,934 | $2.65M | 0.4% | N/A | 0.000% | |
5/21/2024 | Arrow Financial Corp | 20,328 | $18.37M | 1.8% | -2.9% | 0.001% | |
5/20/2024 | Independent Wealth Network Inc. | 2,026 | $1.83M | 0.9% | +8.9% | 0.000% | |
5/20/2024 | Adams Wealth Management | 6,427 | $5.81M | 1.4% | +67.2% | 0.000% | |
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5/20/2024 | Milestones Administradora de Recursos Ltda. | 567 | $512K | 0.3% | N/A | 0.000% | |
5/20/2024 | Strategic Wealth Partners Ltd. | 5,278 | $4.77M | 0.5% | +34.2% | 0.000% | |
5/20/2024 | Pacific Center for Financial Services | 1,906 | $1.72M | 0.5% | -11.4% | 0.000% | |
5/20/2024 | Highlander Capital Management LLC | 865 | $782K | 0.3% | -10.4% | 0.000% | |
5/20/2024 | Cim LLC | 31,789 | $28.72M | 4.3% | -34.4% | 0.001% | |
5/17/2024 | Aspect Partners LLC | 320 | $289K | 0.2% | +5.6% | 0.000% | |
5/17/2024 | Citizens Financial Group Inc. RI | 62,043 | $56.06M | 1.8% | -2.2% | 0.003% | |
5/17/2024 | Artal Group S.A. | 1,900 | $1.72M | 0.0% | N/A | 0.000% | |
5/17/2024 | Rokos Capital Management LLP | 149,028 | $134.53M | 0.7% | -41.4% | 0.006% | |
5/17/2024 | CCM Investment Advisers LLC | 35,268 | $31.87M | 3.8% | -14.2% | 0.001% | |
5/17/2024 | Vima LLC | 5,602 | $5.06M | 1.4% | +98.9% | 0.000% | |
5/17/2024 | Advisory Resource Group | 1,858 | $1.68M | 0.4% | -18.8% | 0.000% | |
5/17/2024 | Heartland Bank & Trust Co | 7,889 | $7.13M | 4.1% | -27.6% | 0.000% | |
5/17/2024 | National Wealth Management Group LLC | 3,064 | $2.77M | 2.2% | +14.4% | 0.000% | |
5/17/2024 | Kozak & Associates Inc. | 23,511 | $22.19M | 6.0% | +2.2% | 0.001% | |
5/17/2024 | Montchanin Asset Management LLC | 1,500 | $1.36M | 1.3% | N/A | 0.000% | |
5/17/2024 | New Covenant Trust Company N.A. | 1,746 | $1.58M | 1.6% | N/A | 0.000% | |
5/17/2024 | Plato Investment Management Ltd | 54,726 | $49.45M | 5.1% | +822.6% | 0.002% | |
5/17/2024 | Western Pacific Wealth Management LP | 4,047 | $3.66M | 2.7% | +63.1% | 0.000% | |
5/17/2024 | XML Financial LLC | 5,037 | $4.55M | 0.5% | -7.2% | 0.000% | |
5/17/2024 | XN LP | 51,133 | $46.20M | 1.8% | N/A | 0.002% | |
5/17/2024 | iA Global Asset Management Inc. | 353,089 | $319.04M | 3.7% | +7.5% | 0.014% | |
5/17/2024 | WealthPlan Investment Management LLC | 2,914 | $2.63M | 0.4% | -9.7% | 0.000% | |
5/17/2024 | KLCM Advisors Inc. | 164,709 | $148.82M | 19.1% | +9.8% | 0.007% | |
5/17/2024 | Brown Shipley& Co Ltd | 27,667 | $25.00M | 7.8% | -11.5% | 0.001% | |
5/17/2024 | LBP AM SA | 170,112 | $153.71M | 6.1% | -46.5% | 0.007% | |
5/17/2024 | First Western Trust Bank | 1,892 | $1.71M | 0.1% | -66.6% | 0.000% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 44,603 | $40.30M | 3.6% | -1.4% | 0.002% | |
5/17/2024 | Beacon Capital Management LLC | 6,246 | $5.64M | 1.2% | +5.5% | 0.000% | |
5/17/2024 | Pineridge Advisors LLC | 112 | $101K | 0.0% | -87.6% | 0.000% | |
5/17/2024 | Hancock Whitney Corp | 53,579 | $48.41M | 1.7% | -1.3% | 0.002% | |
5/17/2024 | Comerica Bank | 461,665 | $417.14M | 1.8% | -3.1% | 0.018% | |
5/17/2024 | SkyView Investment Advisors LLC | 14,392 | $13.00M | 2.4% | -3.6% | 0.001% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 15,292 | $13.82M | 2.6% | N/A | 0.001% | |
5/17/2024 | Castleark Management LLC | 176,968 | $159.90M | 6.7% | -8.0% | 0.007% | |
5/17/2024 | Clear Point Advisors Inc. | 463 | $418K | 0.3% | +601.5% | 0.000% | |
5/17/2024 | DCM Advisors LLC | 1,763 | $1.59M | 0.7% | -20.7% | 0.000% | |
5/17/2024 | Creekmur Asset Management LLC | 17,134 | $15.48M | 5.3% | -14.0% | 0.001% | |
5/17/2024 | Wiser Advisor Group LLC | 483 | $436K | 0.7% | +257.8% | 0.000% | |
5/17/2024 | Motley Fool Asset Management LLC | 75,215 | $67.96M | 4.3% | +7.0% | 0.003% | |
5/16/2024 | Redwood Investment Management LLC | 13,397 | $12.11M | 1.2% | +45.4% | 0.001% | |
5/16/2024 | California State Teachers Retirement System | 3,979,207 | $3.60B | 4.5% | +0.8% | 0.159% | |
5/16/2024 | Sugar Maple Asset Management LLC | 994 | $898K | 0.9% | N/A | 0.000% | |
5/16/2024 | Global Financial Private Client LLC | 1,742 | $1.57M | 0.7% | -11.0% | 0.000% | |
5/16/2024 | Slagle Financial LLC | 6,553 | $5.92M | 3.2% | -60.0% | 0.000% | |
5/16/2024 | Meiji Yasuda Life Insurance Co | 68,169 | $61.60M | 1.3% | -15.9% | 0.003% | |
5/16/2024 | Innova Wealth Partners | 414 | $374K | 0.3% | N/A | 0.000% | |
5/16/2024 | Mango Five Family Inc. | 100,120 | $90.46M | 30.1% | -0.1% | 0.004% | |
5/16/2024 | Levin Capital Strategies L.P. | 1,281 | $1.16M | 0.1% | +8.1% | 0.000% | |
5/16/2024 | FSA Wealth Management LLC | 486 | $439K | 0.2% | +3.0% | 0.000% | |
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5/16/2024 | B. Riley Wealth Advisors Inc. | 144,417 | $130.49M | 3.0% | +1.5% | 0.006% | |
5/16/2024 | Ancora Advisors LLC | 19,006 | $17.17M | 0.4% | +11.5% | 0.001% | |
5/16/2024 | Vancity Investment Management Ltd | 318 | $287K | 0.0% | N/A | 0.000% | |
5/16/2024 | Virtus Investment Advisers Inc. | 3,389 | $3.06M | 2.2% | -2.4% | 0.000% | |
5/16/2024 | High Falls Advisors Inc | 1,685 | $1.52M | 0.4% | +13.7% | 0.000% | |
5/16/2024 | Sweeney & Michel LLC | 1,454 | $1.33M | 0.6% | N/A | 0.000% | |
5/16/2024 | Prudent Investors Network Inc. | 297 | $268K | 0.1% | N/A | 0.000% | |
5/16/2024 | WPWealth LLP | 871 | $787K | 0.2% | N/A | 0.000% | |
5/16/2024 | Center Lake Capital Management LLC | 6,500 | $5.87M | 9.6% | N/A | 0.000% | |
5/16/2024 | Oxford Wealth Group LLC | 3,290 | $2.97M | 2.7% | N/A | 0.000% | |