5/13/2024 | O Shaughnessy Asset Management LLC | 279,312 | $36.86M | 0.4% | +11.3% | 0.011% | |
5/13/2024 | Ameritas Investment Partners Inc. | 64,061 | $8.45M | 0.3% | -1.8% | 0.003% | |
5/13/2024 | Alerus Financial NA | 67,349 | $8.89M | 0.7% | -0.6% | 0.003% | |
5/13/2024 | Rockport Wealth LLC | 4,847 | $640K | 0.2% | N/A | 0.000% | |
5/13/2024 | PAX Financial Group LLC | 3,408 | $450K | 0.1% | +10.1% | 0.000% | |
5/13/2024 | Penobscot Investment Management Company Inc. | 37,531 | $4.95M | 0.5% | +2.6% | 0.001% | |
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5/13/2024 | Signature Estate & Investment Advisors LLC | 127,854 | $16.87M | 0.5% | +3.5% | 0.005% | |
5/11/2024 | Bahl & Gaynor Inc. | 4,191,294 | $553.04M | 3.1% | -1.9% | 0.165% | |
5/11/2024 | Lcnb Corp | 20,015 | $2.64M | 1.0% | -1.9% | 0.001% | |
5/11/2024 | Trustmark National Bank Trust Department | 26,613 | $3.51M | 0.3% | +9.0% | 0.001% | |
5/11/2024 | Davis R M Inc. | 318,476 | $42.02M | 0.9% | -0.4% | 0.013% | |
5/11/2024 | Resurgent Financial Advisors LLC | 12,974 | $1.71M | 0.9% | -7.9% | 0.001% | |
5/11/2024 | Alley Investment Management Company LLC | 139,133 | $18.36M | 2.5% | -0.6% | 0.005% | |
5/11/2024 | Covestor Ltd | 1,024 | $135K | 0.1% | -10.1% | 0.000% | |
5/11/2024 | Peak Asset Management LLC | 18,930 | $2.50M | 0.5% | -6.7% | 0.001% | |
5/11/2024 | Beaumont Financial Advisors LLC | 24,146 | $3.19M | 0.3% | +6.7% | 0.001% | |
5/11/2024 | Cynosure Group LLC | 3,221 | $425K | 0.1% | -88.9% | 0.000% | |
5/11/2024 | Hillsdale Investment Management Inc. | 1,407 | $186K | 0.0% | -22.1% | 0.000% | |
5/11/2024 | ESL Trust Services LLC | 1,275 | $168K | 0.0% | N/A | 0.000% | |
5/11/2024 | Catalytic Wealth RIA LLC | 17,060 | $2.25M | 0.5% | +61.9% | 0.001% | |
5/11/2024 | Jacobi Capital Management LLC | 57,645 | $7.61M | 0.7% | -6.8% | 0.002% | |
5/11/2024 | Mark Sheptoff Financial Planning LLC | 8,268 | $1.09M | 0.6% | -10.8% | 0.000% | |
5/11/2024 | Strait & Sound Wealth Management LLC | 3,101 | $391K | 0.2% | +6.7% | 0.000% | |
5/11/2024 | Chiron Capital Management LLC | 2,700 | $356K | 0.3% | -10.0% | 0.000% | |
5/11/2024 | Patten & Patten Inc. TN | 127,982 | $16.89M | 1.2% | -0.9% | 0.005% | |
5/10/2024 | Allstate Corp | 8,509 | $1.12M | 0.1% | +1.3% | 0.000% | |
5/10/2024 | Ontario Teachers Pension Plan Board | 32,361 | $4.27M | 0.0% | +10.4% | 0.001% | |
5/10/2024 | Osaic Holdings Inc. | 910,200 | $120.14M | 0.3% | -30.1% | 0.036% | |
5/10/2024 | Blue Barn Wealth LLC | 2,650 | $350K | 0.2% | -20.5% | 0.000% | |
5/10/2024 | Connors Investor Services Inc. | 122,263 | $16.13M | 1.7% | -5.9% | 0.005% | |
5/10/2024 | Acadian Asset Management LLC | 164,863 | $21.75M | 0.1% | +105.4% | 0.007% | |
5/10/2024 | South Street Advisors LLC | 5,337 | $704K | 0.1% | +13.9% | 0.000% | |
5/10/2024 | Fiducient Advisors LLC | 2,287 | $304K | 0.1% | -49.4% | 0.000% | |
5/10/2024 | TIAA Trust National Association | 403,259 | $53.21M | 0.2% | -1.1% | 0.016% | |
5/10/2024 | Vanguard Group Inc. | 243,269,899 | $32.10B | 0.6% | -0.6% | 9.605% | |
5/10/2024 | Alera Investment Advisors LLC | 6,465 | $853K | 0.1% | +1.5% | 0.000% | |
5/10/2024 | Cornerstone Advisors LLC | 131,000 | $17.29M | 0.7% | +0.3% | 0.005% | |
5/10/2024 | Spirepoint Private Client LLC | 22,146 | $2.92M | 0.4% | N/A | 0.001% | |
5/10/2024 | Westfield Capital Management Co. LP | 93,816 | $12.38M | 0.1% | +7.1% | 0.004% | |
5/10/2024 | Intech Investment Management LLC | 276,766 | $36.52M | 0.5% | -34.9% | 0.011% | |
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5/10/2024 | Clearstead Trust LLC | 28,983 | $3.82M | 1.0% | -7.9% | 0.001% | |
5/10/2024 | Hoey Investments Inc. | 17,004 | $2.24M | 0.5% | +7.0% | 0.001% | |
5/10/2024 | Nicolet Advisory Services LLC | 14,502 | $1.84M | 0.2% | +6.8% | 0.001% | |
5/10/2024 | Mitsubishi UFJ Trust & Banking Corp | 1,801,251 | $237.60M | 0.5% | -5.5% | 0.071% | |
5/10/2024 | Pinnacle Wealth Planning Services Inc. | 15,419 | $2.04M | 0.3% | -0.6% | 0.001% | |
5/10/2024 | Te Ahumairangi Investment Management Ltd | 104,686 | $13.81M | 2.4% | -8.8% | 0.004% | |
5/10/2024 | Towercrest Capital Management | 9,370 | $1.24M | 0.2% | +5.6% | 0.000% | |
5/10/2024 | First Foundation Advisors | 15,480 | $2.04M | 0.1% | +4.2% | 0.001% | |
5/10/2024 | Pinkerton Retirement Specialists LLC | 31,296 | $4.13M | 0.7% | +14.5% | 0.001% | |
5/10/2024 | M&G Plc | 370,610 | $48.92M | 0.3% | N/A | 0.015% | |
5/10/2024 | Homestead Advisers Corp | 665,704 | $87.82M | 2.1% | -0.1% | 0.026% | |
5/10/2024 | Banco Santander S.A. | 464,198 | $61.25M | 0.7% | +40.8% | 0.018% | |
5/10/2024 | Tocqueville Asset Management L.P. | 788,836 | $104.09M | 1.7% | -0.4% | 0.031% | |
5/10/2024 | J.Safra Asset Management Corp | 456 | $60K | 0.0% | -71.2% | 0.000% | |
5/10/2024 | Motco | 140,545 | $18.55M | 1.1% | -0.9% | 0.006% | |
5/10/2024 | J. L. Bainbridge & Co. Inc. | 1,618 | $213K | 0.0% | N/A | 0.000% | |
5/10/2024 | TCTC Holdings LLC | 198,552 | $26.20M | 0.9% | +0.5% | 0.008% | |
5/10/2024 | 1ST Source Bank | 93,393 | $12.32M | 0.7% | -6.1% | 0.004% | |
5/10/2024 | Garrison Point Advisors LLC | 7,259 | $958K | 0.6% | -2.1% | 0.000% | |
5/10/2024 | Wintrust Investments LLC | 17,629 | $2.33M | 0.2% | -2.8% | 0.001% | |
5/10/2024 | Lindenwold Advisors INC | 14,173 | $1.87M | 1.0% | -1.4% | 0.001% | |
5/10/2024 | Taylor Hoffman Wealth Management | 5,651 | $746K | 0.3% | -2.8% | 0.000% | |
5/10/2024 | GM Advisory Group LLC | 42,734 | $5.64M | 0.4% | +33.7% | 0.002% | |
5/10/2024 | Nwam LLC | 14,663 | $1.92M | 0.2% | -5.4% | 0.001% | |
5/10/2024 | Banco BTG Pactual S.A. | 20,051 | $2.65M | 0.4% | +26.9% | 0.001% | |
5/10/2024 | Gratus Wealth Advisors LLC | 14,678 | $1.84M | 0.3% | +6.8% | 0.001% | |
5/9/2024 | Forum Financial Management LP | 28,197 | $3.72M | 0.1% | -2.5% | 0.001% | |
5/9/2024 | RFP Financial Group LLC | 8,446 | $1.11M | 0.4% | -11.4% | 0.000% | |
5/9/2024 | Great Lakes Retirement Inc. | 7,171 | $946K | 0.1% | +4.0% | 0.000% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 44,506 | $5.87M | 0.4% | -6.6% | 0.002% | |
5/9/2024 | Brighton Jones LLC | 31,396 | $4.14M | 0.1% | +0.6% | 0.001% | |
5/9/2024 | Trillium Asset Management LLC | 462,476 | $61.02M | 1.6% | -0.7% | 0.018% | |
5/9/2024 | ProVise Management Group LLC | 9,190 | $1.21M | 0.1% | -32.0% | 0.000% | |
5/9/2024 | Leo Wealth LLC | 12,357 | $1.63M | 0.2% | -5.6% | 0.000% | |
5/9/2024 | Private Portfolio Partners LLC | 4,922 | $649K | 0.1% | +7.0% | 0.000% | |
5/9/2024 | Orion Portfolio Solutions LLC | 173,421 | $22.88M | 0.2% | -0.7% | 0.007% | |
5/9/2024 | Blair William & Co. IL | 738,029 | $97.38M | 0.3% | +0.0% | 0.029% | |
5/9/2024 | Wilkins Investment Counsel Inc. | 245,581 | $32.40M | 4.7% | +44.3% | 0.010% | |
5/9/2024 | Picton Mahoney Asset Management | 96,402 | $12.72M | 0.4% | +24.3% | 0.004% | |
5/9/2024 | Renasant Bank | 7,789 | $1.03M | 0.7% | -7.1% | 0.000% | |
5/9/2024 | Maple Capital Management Inc. | 15,279 | $2.02M | 0.2% | -2.9% | 0.001% | |
5/9/2024 | HBK Sorce Advisory LLC | 50,195 | $6.62M | 0.2% | +1.9% | 0.002% | |
5/9/2024 | Zevin Asset Management LLC | 6,011 | $793K | 0.1% | -29.0% | 0.000% | |
5/9/2024 | Kingsview Wealth Management LLC | 266,543 | $35.17M | 0.9% | +10.8% | 0.011% | |
5/9/2024 | Wealthquest Corp | 17,024 | $2.25M | 0.2% | -2.5% | 0.001% | |
5/9/2024 | Landaas & Co. WI ADV | 2,513 | $331K | 0.1% | +33.0% | 0.000% | |
5/9/2024 | Zega Financial LLC | 2,600 | $343K | 0.1% | N/A | 0.000% | |
5/9/2024 | Beacon Investment Advisory Services Inc. | 123,252 | $16.26M | 0.7% | -0.5% | 0.005% | |
5/9/2024 | Ledyard National Bank | 139,622 | $18.42M | 1.8% | -5.5% | 0.006% | |
5/9/2024 | Planning Directions Inc. | 1,863 | $246K | 0.2% | -13.1% | 0.000% | |
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5/9/2024 | D Orazio & Associates Inc. | 4,429 | $584K | 0.1% | +2.0% | 0.000% | |
5/9/2024 | Mitsubishi UFJ Asset Management Co. Ltd. | 3,159,100 | $416.82M | 0.6% | +18.8% | 0.125% | |
5/9/2024 | Tradewinds LLC. | 10,130 | $1.34M | 1.2% | N/A | 0.000% | |
5/9/2024 | Souders Financial Advisors | 8,016 | $1.06M | 0.2% | -11.7% | 0.000% | |
5/9/2024 | Foundry Partners LLC | 128,076 | $16.90M | 0.9% | +3.3% | 0.005% | |
5/9/2024 | Angeles Wealth Management LLC | 26,382 | $3.48M | 0.3% | +8.4% | 0.001% | |
5/9/2024 | Interchange Capital Partners LLC | 2,039 | $267K | 0.2% | +4.8% | 0.000% | |
5/9/2024 | State Board of Administration of Florida Retirement System | 2,868,856 | $378.55M | 0.7% | +4.4% | 0.113% | |
5/9/2024 | Portland Global Advisors LLC | 14,764 | $1.95M | 0.3% | -2.2% | 0.001% | |
5/9/2024 | Eagle Bay Advisors LLC | 6,025 | $800K | 0.5% | -3.0% | 0.000% | |