5/23/2024 | Raelipskie Partnership | 13,377 | $671K | 0.4% | +44.7% | 0.001% | |
5/21/2024 | Sanibel Captiva Trust Company Inc. | 44,887 | $2.25M | 0.1% | -12.9% | 0.002% | |
5/20/2024 | Virtu Financial LLC | 17,246 | $866K | 0.1% | -3.5% | 0.001% | |
5/20/2024 | Strategic Wealth Partners Ltd. | 5,292 | $266K | 0.0% | -42.3% | 0.000% | |
5/17/2024 | XML Financial LLC | 157,830 | $7.92M | 0.8% | -17.1% | 0.006% | |
5/17/2024 | iA Global Asset Management Inc. | 240,094 | $12.05M | 0.1% | -1.1% | 0.010% | |
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5/17/2024 | Garner Asset Management Corp | 13,620 | $684K | 0.3% | +6.2% | 0.001% | |
5/17/2024 | Semmax Financial Advisors Inc. | 16,351 | $882K | 0.3% | +11.7% | 0.001% | |
5/17/2024 | Hancock Whitney Corp | 4,449 | $223K | 0.0% | N/A | 0.000% | |
5/17/2024 | Tidal Investments LLC | 14,871 | $746K | 0.0% | +2.4% | 0.001% | |
5/16/2024 | Levin Capital Strategies L.P. | 403,608 | $20.26M | 2.0% | -5.8% | 0.016% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 29,547 | $1.46M | 0.0% | +18.2% | 0.001% | |
5/16/2024 | Ancora Advisors LLC | 74,242 | $3.73M | 0.1% | +1.2% | 0.003% | |
5/16/2024 | Janus Henderson Group PLC | 25,033 | $1.26M | 0.0% | +3.8% | 0.001% | |
5/16/2024 | Bayesian Capital Management LP | 74,000 | $3.71M | 0.4% | N/A | 0.003% | |
5/16/2024 | Captrust Financial Advisors | 1,025,427 | $51.47M | 0.2% | +22.0% | 0.041% | |
5/15/2024 | Earnest Partners LLC | 41,061 | $2.06M | 0.0% | -0.5% | 0.002% | |
5/15/2024 | SVB Wealth LLC | 9,301 | $467K | 0.0% | -13.6% | 0.000% | |
5/15/2024 | Mount Yale Investment Advisors LLC | 28,258 | $1.42M | 0.1% | +1.7% | 0.001% | |
5/15/2024 | London & Capital Asset Management Ltd | 37,854 | $1.90M | 0.1% | +13.1% | 0.002% | |
5/15/2024 | Price T Rowe Associates Inc. MD | 1,141,878 | $57.31M | 0.0% | +23.1% | 0.046% | |
5/15/2024 | BOKF NA | 866 | $43K | 0.0% | -51.5% | 0.000% | |
5/15/2024 | Lazard Asset Management LLC | 4,132,640 | $207.42M | 0.3% | +19.3% | 0.165% | |
5/15/2024 | Bank of Nova Scotia Trust Co. | 13,025 | $654K | 0.1% | +22.9% | 0.001% | |
5/15/2024 | LRI Investments LLC | 1,593 | $86K | 0.0% | N/A | 0.000% | |
5/15/2024 | 1832 Asset Management L.P. | 25,191 | $1.26M | 0.0% | +13.1% | 0.001% | |
5/15/2024 | Guardian Capital Advisors LP | 63,312 | $2.96M | 0.3% | -5.8% | 0.003% | |
5/15/2024 | Gabelli Funds LLC | 164,895 | $8.28M | 0.1% | +0.7% | 0.007% | |
5/15/2024 | Gamco Investors INC. ET AL | 13,940 | $700K | 0.0% | -3.7% | 0.001% | |
5/14/2024 | Cadence Bank | 13,625 | $684K | 0.0% | -9.6% | 0.001% | |
5/14/2024 | Rodgers Brothers Inc. | 23,754 | $1.19M | 0.2% | -2.1% | 0.001% | |
5/14/2024 | Advisors Asset Management Inc. | 53,233 | $2.67M | 0.1% | +2.8% | 0.002% | |
5/14/2024 | EP Wealth Advisors LLC | 13,259 | $665K | 0.0% | +28.5% | 0.001% | |
5/14/2024 | OLD Mission Capital LLC | 467,000 | $23.44M | 0.4% | +98.4% | 0.019% | |
5/14/2024 | Freestone Capital Holdings LLC | 6,002 | $301K | 0.0% | -23.1% | 0.000% | |
5/14/2024 | Fayez Sarofim & Co | 13,960 | $701K | 0.0% | -38.4% | 0.001% | |
5/14/2024 | Crewe Advisors LLC | 1,011 | $51K | 0.0% | N/A | 0.000% | |
5/14/2024 | Pitcairn Co. | 13,215 | $663K | 0.0% | N/A | 0.001% | |
5/14/2024 | National Bank of Canada FI | 468,677 | $25.07M | 0.0% | +10.5% | 0.019% | |
5/14/2024 | Lake Street Advisors Group LLC | 12,816 | $643K | 0.0% | +86.5% | 0.001% | |
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5/14/2024 | Arjuna Capital | 25,117 | $1.26M | 0.4% | +3.8% | 0.001% | |
5/13/2024 | Financial Gravity Asset Management Inc. | 33,847 | $1.70M | 0.4% | N/A | 0.001% | |
5/13/2024 | Bessemer Group Inc. | 7,953 | $399K | 0.0% | -13.4% | 0.000% | |
5/13/2024 | Clearbridge Investments LLC | 186,247 | $9.35M | 0.0% | +29.1% | 0.007% | |
5/13/2024 | Balanced Rock Investment Advisors LLC | 4,692 | $235K | 0.2% | -23.7% | 0.000% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 73,307 | $3.68M | 0.0% | +17.4% | 0.003% | |
5/13/2024 | Alerus Financial NA | 145,466 | $7.30M | 0.6% | -9.8% | 0.006% | |
5/13/2024 | PAX Financial Group LLC | 11,338 | $569K | 0.1% | +2.8% | 0.000% | |
5/11/2024 | Jacobi Capital Management LLC | 7,678 | $385K | 0.0% | +23.7% | 0.000% | |
5/11/2024 | Chiron Capital Management LLC | 20,416 | $1.03M | 0.9% | -15.6% | 0.001% | |
5/10/2024 | Osaic Holdings Inc. | 249,742 | $12.54M | 0.0% | -38.0% | 0.010% | |
5/10/2024 | TIAA Trust National Association | 10,608 | $532K | 0.0% | -2.5% | 0.000% | |
5/10/2024 | Nicolet Advisory Services LLC | 4,660 | $226K | 0.0% | N/A | 0.000% | |
5/10/2024 | Pinkerton Retirement Specialists LLC | 74,981 | $3.76M | 0.6% | +49.6% | 0.003% | |
5/10/2024 | Tocqueville Asset Management L.P. | 596,780 | $29.95M | 0.5% | -0.9% | 0.024% | |
5/10/2024 | Motco | 97,880 | $4.91M | 0.3% | +1.5% | 0.004% | |
5/10/2024 | TCTC Holdings LLC | 957 | $48K | 0.0% | -35.4% | 0.000% | |
5/9/2024 | Great Lakes Retirement Inc. | 22,195 | $1.11M | 0.2% | -2.4% | 0.001% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 20,154 | $1.01M | 0.1% | +1.4% | 0.001% | |
5/9/2024 | Trillium Asset Management LLC | 888,904 | $44.62M | 1.1% | -0.2% | 0.035% | |
5/9/2024 | ProVise Management Group LLC | 155,441 | $7.80M | 0.7% | +7.5% | 0.006% | |
5/9/2024 | Orion Portfolio Solutions LLC | 153,137 | $7.69M | 0.1% | +12.6% | 0.006% | |
5/9/2024 | Blair William & Co. IL | 127,949 | $6.42M | 0.0% | -2.0% | 0.005% | |
5/9/2024 | HBK Sorce Advisory LLC | 4,224 | $212K | 0.0% | -7.3% | 0.000% | |
5/9/2024 | Kingsview Wealth Management LLC | 10,544 | $529K | 0.0% | -15.1% | 0.000% | |
5/9/2024 | Zevin Asset Management LLC | 285,947 | $14.35M | 2.4% | -3.0% | 0.011% | |
5/9/2024 | First Eagle Investment Management LLC | 475,174 | $23.85M | 0.1% | +11.8% | 0.019% | |
5/9/2024 | Managed Asset Portfolios LLC | 192,892 | $9.68M | 1.4% | -2.3% | 0.008% | |
5/9/2024 | Beacon Investment Advisory Services Inc. | 4,285 | $215K | 0.0% | -31.8% | 0.000% | |
5/9/2024 | Texas Yale Capital Corp. | 42,620 | $2.14M | 0.1% | -1.5% | 0.002% | |
5/9/2024 | Portland Global Advisors LLC | 104,485 | $5.24M | 0.7% | +0.3% | 0.004% | |
5/9/2024 | Eagle Bay Advisors LLC | 5,730 | $288K | 0.2% | +126.6% | 0.000% | |
5/9/2024 | Dearborn Partners LLC | 13,377 | $671K | 0.0% | +4.2% | 0.001% | |
5/8/2024 | Cozad Asset Management Inc. | 10,210 | $512K | 0.1% | -7.8% | 0.000% | |
5/8/2024 | Richard C. Young & CO. LTD. | 224,354 | $11.26M | 1.4% | -4.7% | 0.009% | |
5/8/2024 | Financial & Tax Architects LLC | 7,130 | $358K | 0.1% | N/A | 0.000% | |
5/8/2024 | Advisors Preferred LLC | 9,626 | $480K | 0.1% | N/A | 0.000% | |
5/8/2024 | Bleakley Financial Group LLC | 43,963 | $2.21M | 0.1% | +8.3% | 0.002% | |
5/8/2024 | Heritage Wealth Advisors | 137,682 | $6.91M | 0.2% | +4,591.0% | 0.005% | |
5/8/2024 | Avantax Advisory Services Inc. | 78,584 | $3.94M | 0.0% | +1.9% | 0.003% | |
5/8/2024 | US Bancorp DE | 110,616 | $5.55M | 0.0% | -9.3% | 0.004% | |
5/8/2024 | Russell Investments Group Ltd. | 143,422 | $7.20M | 0.0% | -38.1% | 0.006% | |
5/8/2024 | QRG Capital Management Inc. | 115,176 | $5.78M | 0.1% | +12.3% | 0.005% | |
5/8/2024 | Sustainable Growth Advisers LP | 175,133 | $8.79M | 0.0% | -3.5% | 0.007% | |
5/8/2024 | Headlands Technologies LLC | 8,780 | $441K | 0.1% | -76.5% | 0.000% | |
5/8/2024 | Legacy Capital Group California Inc. | 11,583 | $581K | 0.2% | +26.0% | 0.000% | |
5/8/2024 | Williams Jones Wealth Management LLC. | 9,469 | $475K | 0.0% | +7.2% | 0.000% | |
5/8/2024 | Delta Financial Advisors LLC | 4,633 | $233K | 0.1% | -30.1% | 0.000% | |
5/8/2024 | Thoroughbred Financial Services LLC | 11,326 | $568K | 0.1% | -51.7% | 0.000% | |
5/7/2024 | Choate Investment Advisors | 37,358 | $1.88M | 0.1% | -5.8% | 0.001% | |
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5/7/2024 | Sei Investments Co. | 237,085 | $11.90M | 0.0% | -34.1% | 0.009% | |
5/7/2024 | Redmond Asset Management LLC | 49,382 | $2.48M | 0.8% | +53.9% | 0.002% | |
5/7/2024 | Concurrent Investment Advisors LLC | 51,775 | $2.60M | 0.1% | +248.3% | 0.002% | |
5/7/2024 | Keudell Morrison Wealth Management | 7,056 | $354K | 0.1% | -15.5% | 0.000% | |
5/7/2024 | Atomi Financial Group Inc. | 11,916 | $598K | 0.1% | +37.7% | 0.000% | |
5/7/2024 | Anchor Capital Advisors LLC | 51,696 | $2.60M | 0.1% | -7.9% | 0.002% | |
5/7/2024 | Reynders McVeigh Capital Management LLC | 117,586 | $5.90M | 0.3% | -51.8% | 0.005% | |
5/7/2024 | BCGM Wealth Management LLC | 14,814 | $744K | 0.3% | -6.4% | 0.001% | |
5/7/2024 | Foyston Gordon & Payne Inc | 19,244 | $966K | 0.2% | -3.0% | 0.001% | |
5/7/2024 | Keating Investment Counselors Inc. | 109,608 | $5.50M | 1.8% | -7.2% | 0.004% | |