5/16/2024 | Dynasty Wealth Management LLC | 13,763 | $306K | 0.0% | N/A | 0.000% | |
5/15/2024 | Ascent Group LLC | 9,452 | $210K | 0.0% | N/A | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 28,092 | $625K | 0.0% | +112.3% | 0.000% | |
5/14/2024 | Freestone Capital Holdings LLC | 14,840 | $330K | 0.0% | -15.8% | 0.000% | |
5/13/2024 | Thornburg Investment Management Inc. | 28,461 | $619K | 0.0% | -4.6% | 0.003% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 130,118 | $2.90M | 0.0% | +33.2% | 0.014% | |
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5/9/2024 | Orion Portfolio Solutions LLC | 52,015 | $1.16M | 0.0% | +21.0% | 0.006% | |
5/8/2024 | Advisors Preferred LLC | 23,899 | $523K | 0.1% | +134.9% | 0.003% | |
5/8/2024 | US Bancorp DE | 99,011 | $2.20M | 0.0% | -26.0% | 0.011% | |
5/7/2024 | Sei Investments Co. | 378,930 | $8.44M | 0.0% | +1.4% | 0.000% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 79,926 | $1.78M | 0.0% | -5.5% | 0.000% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 11,907 | $265K | 0.0% | -16.2% | 0.000% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 10,817 | $241K | 0.0% | -37.3% | 0.000% | |
5/3/2024 | Whittier Trust Co. | 27,354 | $609K | 0.0% | +13.5% | 0.000% | |
5/1/2024 | BNP Paribas Financial Markets | 6,814 | $152K | 0.0% | +17.4% | 0.000% | |
5/1/2024 | Sequoia Financial Advisors LLC | 15,798 | $352K | 0.0% | -60.1% | 0.000% | |
4/30/2024 | Northcape Capital Pty Ltd | 572,516 | $12.74M | 1.5% | +75.1% | 0.000% | |
4/30/2024 | Caprock Group LLC | 10,466 | $233K | 0.0% | -30.0% | 0.000% | |
4/30/2024 | Allspring Global Investments Holdings LLC | 4,075,291 | $90.72M | 0.1% | +0.7% | 0.000% | |
4/29/2024 | Marks Group Wealth Management Inc | 13,626 | $303K | 0.0% | -11.5% | 0.000% | |
4/26/2024 | SYSTM Wealth Solutions LLC | 2,050 | $46K | 0.0% | -72.3% | 0.000% | |
4/23/2024 | Fifth Third Bancorp | 61,833 | $1.38M | 0.0% | -1.6% | 0.000% | |
4/23/2024 | Oldfield Partners LLP | 502,489 | $11.19M | 1.5% | +8.5% | 0.000% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 91,559 | $2.04M | 0.6% | +21.4% | 0.010% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 4,075,291 | $90.72M | 0.1% | +0.7% | 0.000% | |
4/16/2024 | Kathmere Capital Management LLC | 33,433 | $744K | 0.1% | +38.6% | 0.000% | |
4/15/2024 | Janiczek Wealth Management LLC | 13,751 | $306K | 0.1% | +45.2% | 0.000% | |
4/15/2024 | DGS Capital Management LLC | 28,400 | $632K | 0.2% | +91.5% | 0.000% | |
4/9/2024 | Mather Group LLC. | 1,814 | $40K | 0.0% | N/A | 0.000% | |
4/5/2024 | CWM LLC | 3,130 | $70K | 0.0% | +24.4% | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 26,717 | $688K | 0.0% | +5.4% | 0.000% | |
2/15/2024 | Harding Loevner LP | 4,477,848 | $114.17M | 0.6% | -1.4% | 0.000% | |
2/14/2024 | True Wealth Design LLC | 30,371 | $782K | 0.2% | +4.9% | 0.000% | |
2/13/2024 | Crossmark Global Holdings Inc. | 48,515 | $1.25M | 0.0% | -2.0% | 0.000% | |
2/13/2024 | Tower Research Capital LLC TRC | 2,939 | $76K | 0.0% | +529.3% | 0.000% | |
2/13/2024 | Martin Currie Ltd. | 874,515 | $22.53M | 0.7% | +1.1% | 0.000% | |
2/12/2024 | Parallel Advisors LLC | 6,211 | $160K | 0.0% | -7.7% | 0.000% | |
2/9/2024 | Orion Portfolio Solutions LLC | 42,987 | $1.08M | 0.0% | -24.7% | 0.000% | |
2/9/2024 | Team Hewins LLC | 10,776 | $278K | 0.0% | N/A | 0.000% | |
2/9/2024 | US Bancorp DE | 133,737 | $3.45M | 0.0% | +10.4% | 0.000% | |
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2/9/2024 | Moreno Evelyn V | 8,090 | $208K | 0.1% | N/A | 0.000% | |
2/9/2024 | EverSource Wealth Advisors LLC | 2,170 | $56K | 0.0% | +107.5% | 0.000% | |
2/9/2024 | Assetmark Inc. | 3,495 | $90K | 0.0% | -92.3% | 0.000% | |
2/9/2024 | PNC Financial Services Group Inc. | 26,717 | $688K | 0.0% | +5.4% | 0.000% | |
2/8/2024 | Quadrant Capital Group LLC | 21,317 | $549K | 0.0% | +7.5% | 0.000% | |
2/8/2024 | KLR Investment Advisors LLC | 8,382 | $216K | 0.2% | +10.4% | 0.000% | |
2/8/2024 | Thornburg Investment Management Inc. | 29,841 | $759K | 0.0% | +5.5% | 0.000% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 14,202 | $366K | 0.0% | +25.7% | 0.000% | |
2/7/2024 | QRG Capital Management Inc. | 11,182 | $288K | 0.0% | -4.2% | 0.000% | |
2/7/2024 | Oldfield Partners LLP | 463,189 | $11.93M | 1.6% | +1.7% | 0.000% | |
2/6/2024 | Henry James International Management Inc. | 19,490 | $502K | 0.2% | -2.1% | 0.000% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 7,903 | $204K | 0.0% | N/A | 0.000% | |
2/6/2024 | Summit Global Investments | 31,663 | $816K | 0.1% | +90.4% | 0.000% | |
2/6/2024 | Natixis Advisors L.P. | 358,525 | $9.23M | 0.0% | +39.1% | 0.000% | |
2/6/2024 | West Family Investments Inc. | 17,298 | $446K | 0.2% | +33.0% | 0.000% | |
2/6/2024 | First Trust Direct Indexing L.P. | 23,835 | $614K | 0.1% | -29.7% | 0.000% | |
2/5/2024 | Van ECK Associates Corp | 72,569 | $1.87M | 0.0% | -11.7% | 0.000% | |
2/2/2024 | Truist Financial Corp | 43,459 | $1.12M | 0.0% | -16.1% | 0.000% | |
2/2/2024 | State of New Jersey Common Pension Fund D | 217,234 | $5.60M | 0.0% | +28.3% | 0.000% | |
2/1/2024 | Marks Group Wealth Management Inc | 15,394 | $397K | 0.0% | +3.3% | 0.002% | |
2/1/2024 | CWM LLC | 2,517 | $65K | 0.0% | +153.0% | 0.000% | |
2/1/2024 | Lindbrook Capital LLC | 1,716 | $44K | 0.0% | -77.5% | 0.000% | |
1/30/2024 | DGS Capital Management LLC | 14,834 | $382K | 0.1% | -37.5% | 0.000% | |
1/29/2024 | NewEdge Wealth LLC | 7,903 | $204K | 0.0% | N/A | 0.000% | |
1/29/2024 | Janiczek Wealth Management LLC | 9,473 | $244K | 0.1% | +4.6% | 0.000% | |
1/26/2024 | Cerity Partners LLC | 9,301 | $240K | 0.0% | -34.5% | 0.000% | |
1/26/2024 | Sequoia Financial Advisors LLC | 39,637 | $1.02M | 0.0% | +204.7% | 0.000% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 4,045,021 | $104.20M | 0.2% | -0.2% | 0.000% | |
1/25/2024 | BSW Wealth Partners | 9,594 | $247K | 0.0% | N/A | 0.000% | |
1/24/2024 | Augustine Asset Management Inc. | 59,964 | $1.55M | 0.7% | +4.9% | 0.000% | |
1/23/2024 | Ballentine Partners LLC | 11,764 | $303K | 0.0% | +36.9% | 0.000% | |
1/23/2024 | UMB Bank n.a. | 969 | $25K | 0.0% | -38.3% | 0.000% | |
1/23/2024 | DAVENPORT & Co LLC | 42,062 | $1.08M | 0.0% | -3.1% | 0.000% | |
1/19/2024 | Fifth Third Bancorp | 62,812 | $1.62M | 0.0% | -2.8% | 0.000% | |
1/19/2024 | Manning & Napier Group LLC | 107,123 | $2.76M | 0.0% | -3.8% | 0.000% | |
1/18/2024 | Caprock Group LLC | 14,953 | $385K | 0.0% | +4.6% | 0.000% | |
1/18/2024 | Ritholtz Wealth Management | 25,737 | $663K | 0.0% | N/A | 0.000% | |
1/18/2024 | Northcape Capital Pty Ltd | 326,943 | $8.42M | 1.0% | -8.0% | 0.000% | |
1/16/2024 | Pacer Advisors Inc. | 46,122 | $1.19M | 0.0% | +46.7% | 0.000% | |
1/16/2024 | Raymond James & Associates | 53,894 | $1.39M | 0.0% | +34.1% | 0.000% | |
1/11/2024 | Whittier Trust Co. | 24,100 | $621K | 0.0% | +45.6% | 0.000% | |
1/11/2024 | Legacy Wealth Asset Management LLC | 75,428 | $1.94M | 0.6% | +7.3% | 0.000% | |
1/9/2024 | Boston Common Asset Management LLC | 47,730 | $1.23M | 0.0% | -1.7% | 0.000% | |
12/6/2023 | Citigroup Inc. | 221,001 | $5.33M | 0.0% | +44.9% | 0.025% | |
11/30/2023 | American Century Companies Inc. | 372,213 | $8.97M | 0.0% | +14.7% | 0.000% | |
11/15/2023 | Ramirez Asset Management Inc. | 105,856 | $2.55M | 0.5% | N/A | 0.000% | |
11/15/2023 | Altrinsic Global Advisors LLC | 23,807 | $574K | 0.0% | +39.2% | 0.000% | |
11/15/2023 | Augustine Asset Management Inc. | 57,160 | $1.38M | 0.6% | -2.1% | 0.000% | |
11/14/2023 | Itau Unibanco Holding S.A. | 10,880 | $262K | 0.0% | -50.7% | 0.000% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 70,411 | $1.70M | 0.0% | -43.4% | 0.000% | |
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11/13/2023 | Connor Clark & Lunn Investment Management Ltd. | 387,085 | $9.33M | 0.0% | +71.7% | 0.000% | |
11/13/2023 | Kayne Anderson Rudnick Investment Management LLC | 26,970 | $650K | 0.0% | +2.2% | 0.000% | |
11/13/2023 | True Wealth Design LLC | 28,962 | $698K | 0.2% | +3.7% | 0.000% | |
11/13/2023 | Mariner LLC | 58,465 | $1.41M | 0.0% | +8.9% | 0.000% | |
11/13/2023 | Martin Currie Ltd. | 864,673 | $20.84M | 0.7% | +4.5% | 0.000% | |
11/13/2023 | Envestnet Asset Management Inc. | 711,091 | $17.14M | 0.0% | +42.1% | 0.000% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 11,298 | $272K | 0.0% | N/A | 0.000% | |
11/13/2023 | QRG Capital Management Inc. | 11,672 | $281K | 0.0% | N/A | 0.000% | |
11/13/2023 | PNC Financial Services Group Inc. | 25,350 | $611K | 0.0% | -2.5% | 0.000% | |
11/9/2023 | Citigroup Inc. | 221,001 | $5.33M | 0.0% | +44.9% | 0.000% | |