5/13/2024 | Financial Gravity Asset Management Inc. | 15,871 | $2.42M | 0.6% | -91.8% | 0.000% | |
5/13/2024 | Bessemer Group Inc. | 10,194,364 | $1.55B | 2.8% | 0.0% | 0.082% | |
5/13/2024 | Atlanta Consulting Group Advisors LLC | 11,974 | $1.82M | 0.6% | N/A | 0.000% | |
5/13/2024 | Capitolis Liquid Global Markets LLC | 665,200 | $101.28M | 1.6% | +1,563.0% | 0.005% | |
5/13/2024 | New Age Alpha Advisors LLC | 40,000 | $6.09M | 3.6% | +13.6% | 0.000% | |
5/13/2024 | Safeguard Investment Advisory Group LLC | 5,240 | $798K | 0.3% | +4.4% | 0.000% | |
|
5/13/2024 | Index Fund Advisors Inc. | 2,640 | $402K | 0.0% | +5.6% | 0.000% | |
5/13/2024 | Paragon Capital Management LLC | 13,602 | $2.07M | 1.1% | -0.7% | 0.000% | |
5/13/2024 | UniSuper Management Pty Ltd | 745,412 | $113.50M | 1.1% | +1.6% | 0.006% | |
5/13/2024 | Clearbridge Investments LLC | 1,170,679 | $178.25M | 0.1% | -10.7% | 0.009% | |
5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 7,801 | $1.19M | 0.1% | -15.4% | 0.000% | |
5/13/2024 | Invesco LLC | 114,715 | $17.47M | 7.4% | -0.7% | 0.001% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 383,866 | $58.45M | 0.6% | +20.2% | 0.003% | |
5/13/2024 | Ameritas Investment Partners Inc. | 225,880 | $34.39M | 1.2% | -2.3% | 0.002% | |
5/13/2024 | Rockport Wealth LLC | 1,865 | $284K | 0.1% | N/A | 0.000% | |
5/13/2024 | Penobscot Investment Management Company Inc. | 53,817 | $8.19M | 0.9% | +4.9% | 0.000% | |
5/11/2024 | Spreng Capital Management Inc. | 4,570 | $696K | 0.4% | +3.7% | 0.000% | |
5/11/2024 | Bahl & Gaynor Inc. | 58,298 | $8.88M | 0.0% | -0.2% | 0.000% | |
5/11/2024 | Lcnb Corp | 23,812 | $3.63M | 1.3% | -1.7% | 0.000% | |
5/11/2024 | Gifford Fong Associates | 46,055 | $7.01M | 1.9% | -45.6% | 0.000% | |
5/11/2024 | Trustmark National Bank Trust Department | 33,619 | $5.12M | 0.4% | +7.0% | 0.000% | |
5/11/2024 | Davis R M Inc. | 154,573 | $23.54M | 0.5% | +0.4% | 0.001% | |
5/11/2024 | Alley Investment Management Company LLC | 15,251 | $2.32M | 0.3% | -2.3% | 0.000% | |
5/11/2024 | Covestor Ltd | 3,928 | $598K | 0.4% | +36.2% | 0.000% | |
5/11/2024 | Elevatus Welath Management | 8,319 | $1.27M | 0.5% | -85.9% | 0.000% | |
5/11/2024 | Peak Asset Management LLC | 9,767 | $1.49M | 0.3% | +17.6% | 0.000% | |
5/11/2024 | Aufman Associates Inc | 8,719 | $1.33M | 0.9% | -1.4% | 0.000% | |
5/11/2024 | Beaumont Financial Advisors LLC | 26,019 | $3.96M | 0.3% | -2.0% | 0.000% | |
5/11/2024 | Exencial Wealth Advisors LLC | 332,008 | $50.55M | 1.9% | +36.6% | 0.003% | |
5/11/2024 | Cynosure Group LLC | 3,147 | $479K | 0.1% | -81.3% | 0.000% | |
5/11/2024 | Hillsdale Investment Management Inc. | 330 | $50K | 0.0% | +50.0% | 0.000% | |
5/11/2024 | ESL Trust Services LLC | 565 | $86K | 0.0% | N/A | 0.000% | |
5/11/2024 | Orion Capital Management LLC | 25,883 | $3.94M | 2.1% | +1.7% | 0.000% | |
5/11/2024 | Ironwood Investment Counsel LLC | 18,099 | $2.76M | 0.5% | -0.8% | 0.000% | |
5/11/2024 | NFC Investments LLC | 119,065 | $18.13M | 5.2% | -1.2% | 0.001% | |
5/11/2024 | Catalytic Wealth RIA LLC | 112,427 | $17.12M | 3.4% | +823.9% | 0.001% | |
5/11/2024 | Northern Capital Management Inc. | 3,647 | $555K | 0.4% | +36.1% | 0.000% | |
5/11/2024 | Jacobi Capital Management LLC | 43,109 | $6.56M | 0.6% | +3.4% | 0.000% | |
5/11/2024 | Mark Sheptoff Financial Planning LLC | 600 | $91K | 0.1% | +11.1% | 0.000% | |
5/11/2024 | Edgestream Partners L.P. | 15,376 | $2.34M | 0.1% | -38.4% | 0.000% | |
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5/11/2024 | Hirtle Callaghan & Co LLC | 107,386 | $16.35M | 0.7% | +5.2% | 0.001% | |
5/11/2024 | Strait & Sound Wealth Management LLC | 2,898 | $466K | 0.3% | +2.2% | 0.000% | |
5/11/2024 | Hutner Capital Management Inc. | 24,125 | $3.67M | 2.0% | +40.4% | 0.000% | |
5/11/2024 | Cercano Management LLC | 488,551 | $74.39M | 2.1% | +5.4% | 0.004% | |
5/11/2024 | Patten & Patten Inc. TN | 91,021 | $13.86M | 1.0% | +3.5% | 0.001% | |
5/10/2024 | Allstate Corp | 17,021 | $2.59M | 0.2% | -3.9% | 0.000% | |
5/10/2024 | Blue Barn Wealth LLC | 6,066 | $924K | 0.5% | -3.2% | 0.000% | |
5/10/2024 | Acadian Asset Management LLC | 242,090 | $36.86M | 0.1% | +5.5% | 0.002% | |
5/10/2024 | South Street Advisors LLC | 4,890 | $745K | 0.1% | +19.6% | 0.000% | |
5/10/2024 | Fiducient Advisors LLC | 7,240 | $1.10M | 0.2% | +10.1% | 0.000% | |
5/10/2024 | TIAA Trust National Association | 344,160 | $52.40M | 0.2% | -1.0% | 0.003% | |
5/10/2024 | Vanguard Group Inc. | 411,921,073 | $62.72B | 1.2% | +0.2% | 3.333% | |
5/10/2024 | Alera Investment Advisors LLC | 5,651 | $860K | 0.1% | -32.6% | 0.000% | |
5/10/2024 | Cornerstone Advisors LLC | 588,400 | $89.59M | 3.7% | -4.1% | 0.005% | |
5/10/2024 | Spirepoint Private Client LLC | 12,347 | $1.88M | 0.3% | N/A | 0.000% | |
5/10/2024 | Westfield Capital Management Co. LP | 65,207 | $9.93M | 0.1% | -11.7% | 0.001% | |
5/10/2024 | Intech Investment Management LLC | 647,387 | $98.57M | 1.4% | -16.8% | 0.005% | |
5/10/2024 | Garrison Asset Management LLC | 19,913 | $3.03M | 1.6% | -0.6% | 0.000% | |
5/10/2024 | JPMorgan Chase & Co. | 84,171,721 | $12.82B | 1.1% | +19.7% | 0.681% | |
5/10/2024 | Clearstead Trust LLC | 16,654 | $2.54M | 0.7% | -23.3% | 0.000% | |
5/10/2024 | Nicolet Advisory Services LLC | 18,257 | $2.89M | 0.3% | -2.3% | 0.000% | |
5/10/2024 | Mitsubishi UFJ Trust & Banking Corp | 3,673,918 | $561.42M | 1.3% | -8.1% | 0.030% | |
5/10/2024 | Jupiter Asset Management Ltd. | 680,011 | $103.54M | 1.0% | -1.8% | 0.006% | |
5/10/2024 | Te Ahumairangi Investment Management Ltd | 15,798 | $2.41M | 0.4% | -2.2% | 0.000% | |
5/10/2024 | Councilmark Asset Management LLC | 23,640 | $3.60M | 2.6% | N/A | 0.000% | |
5/10/2024 | Towercrest Capital Management | 4,021 | $612K | 0.1% | +88.7% | 0.000% | |
5/10/2024 | First Foundation Advisors | 611,848 | $93.16M | 3.7% | -3.8% | 0.005% | |
5/10/2024 | Forge First Asset Management Inc. | 87,600 | $13.33M | 4.2% | +56.4% | 0.001% | |
5/10/2024 | Homestead Advisers Corp | 667,160 | $101.55M | 2.4% | -12.3% | 0.005% | |
5/10/2024 | Banco Santander S.A. | 551,604 | $83.99M | 1.0% | +1.3% | 0.004% | |
5/10/2024 | Intermede Investment Partners Ltd | 1,771,593 | $269.74M | 5.5% | +2.9% | 0.014% | |
5/10/2024 | CCLA Investment Management | 1,116,262 | $169.89M | 2.6% | +0.7% | 0.009% | |
5/10/2024 | Tocqueville Asset Management L.P. | 757,468 | $115.33M | 1.9% | -0.1% | 0.006% | |
5/10/2024 | J.Safra Asset Management Corp | 359 | $55K | 0.0% | N/A | 0.000% | |
5/10/2024 | Motco | 13,281 | $2.02M | 0.1% | +43.6% | 0.000% | |
5/10/2024 | Truepoint Inc. | 3,081 | $469K | 0.0% | -11.7% | 0.000% | |
5/10/2024 | TCTC Holdings LLC | 287,116 | $43.72M | 1.5% | +0.0% | 0.002% | |
5/10/2024 | 1ST Source Bank | 54,636 | $8.32M | 0.5% | -1.8% | 0.000% | |
5/10/2024 | Wintrust Investments LLC | 141,575 | $21.56M | 1.9% | -26.5% | 0.001% | |
5/10/2024 | Cumberland Partners Ltd | 284,738 | $43.35M | 3.1% | +2.7% | 0.002% | |
5/10/2024 | GM Advisory Group LLC | 45,710 | $6.96M | 0.5% | +2.5% | 0.000% | |
5/10/2024 | Nwam LLC | 67,961 | $10.35M | 0.8% | -7.7% | 0.001% | |
5/10/2024 | Banco BTG Pactual S.A. | 69,123 | $10.53M | 1.8% | +3,356.2% | 0.001% | |
5/10/2024 | Reston Wealth Management LLC | 6,093 | $928K | 0.4% | -7.6% | 0.000% | |
5/10/2024 | Gratus Wealth Advisors LLC | 30,946 | $4.87M | 0.9% | -6.3% | 0.000% | |
5/9/2024 | Forum Financial Management LP | 76,622 | $11.67M | 0.2% | +18.0% | 0.001% | |
5/9/2024 | RFP Financial Group LLC | 14,334 | $2.18M | 0.9% | -0.9% | 0.000% | |
5/9/2024 | Great Lakes Retirement Inc. | 1,412 | $215K | 0.0% | N/A | 0.000% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 197,654 | $30.10M | 2.1% | -2.6% | 0.002% | |
5/9/2024 | Brighton Jones LLC | 125,036 | $19.04M | 0.7% | +5.2% | 0.001% | |
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5/9/2024 | Trillium Asset Management LLC | 16,166 | $2.46M | 0.1% | -1.7% | 0.000% | |
5/9/2024 | ProVise Management Group LLC | 161,272 | $24.56M | 2.1% | +4.0% | 0.001% | |
5/9/2024 | Leo Wealth LLC | 18,665 | $2.87M | 0.3% | +4.3% | 0.000% | |
5/9/2024 | Private Portfolio Partners LLC | 4,752 | $724K | 0.2% | +24.6% | 0.000% | |
5/9/2024 | Element Capital Management LLC | 18,510 | $2.82M | 1.9% | N/A | 0.000% | |
5/9/2024 | Orion Portfolio Solutions LLC | 315,437 | $48.03M | 0.5% | +0.0% | 0.003% | |
5/9/2024 | Wilkins Investment Counsel Inc. | 4,072 | $620K | 0.1% | +161.0% | 0.000% | |
5/9/2024 | Blair William & Co. IL | 3,464,066 | $527.44M | 1.7% | -0.7% | 0.028% | |
5/9/2024 | Renasant Bank | 6,447 | $982K | 0.7% | -1.1% | 0.000% | |
5/9/2024 | Maple Capital Management Inc. | 379,258 | $57.75M | 5.3% | -0.1% | 0.003% | |