4/30/2024 | Arkadios Wealth Advisors | 34,077 | $4.19M | 0.3% | +2.6% | 0.009% | |
4/30/2024 | Troy Asset Management Ltd | 1,181,294 | $145.06M | 4.5% | -5.1% | 0.328% | |
4/30/2024 | Caprock Group LLC | 4,453 | $547K | 0.0% | -4.7% | 0.001% | |
4/30/2024 | Naples Global Advisors LLC | 56,495 | $6.94M | 0.7% | +1.3% | 0.016% | |
4/30/2024 | Perigon Wealth Management LLC | 3,608 | $443K | 0.0% | +11.3% | 0.001% | |
4/30/2024 | M3 Advisory Group LLC | 2,007 | $246K | 0.2% | -23.2% | 0.001% | |
|
4/30/2024 | Stock Yards Bank & Trust Co. | 29,602 | $3.64M | 0.1% | -1.3% | 0.008% | |
4/29/2024 | Commonwealth Equity Services LLC | 257,179 | $31.58M | 0.1% | +0.2% | 0.071% | |
4/29/2024 | Field & Main Bank | 635 | $78K | 0.0% | -27.4% | 0.000% | |
4/29/2024 | Greenleaf Trust | 9,261 | $1.14M | 0.0% | +40.7% | 0.003% | |
4/29/2024 | Principal Financial Group Inc. | 419,969 | $51.57M | 0.0% | -0.8% | 0.117% | |
4/29/2024 | Benjamin Edwards Inc. | 3,774 | $463K | 0.1% | -30.1% | 0.001% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 89,774 | $11.02M | 0.2% | -0.7% | 0.025% | |
4/29/2024 | Meritage Portfolio Management | 20,012 | $2.46M | 0.2% | -5.4% | 0.006% | |
4/29/2024 | RWA Wealth Partners LLC | 3,206 | $394K | 0.0% | -40.7% | 0.001% | |
4/29/2024 | Schaper Benz & Wise Investment Counsel Inc. WI | 191,083 | $23.47M | 2.0% | +1.9% | 0.053% | |
4/29/2024 | Mn Services Vermogensbeheer B.V. | 130,880 | $16.07M | 0.1% | -13.3% | 0.036% | |
4/29/2024 | Union Savings Bank | 1,001 | $123K | 0.1% | +17.6% | 0.000% | |
4/29/2024 | China Universal Asset Management Co. Ltd. | 1,629 | $200K | 0.0% | +125.9% | 0.000% | |
4/29/2024 | Argyle Capital Management Inc. | 37,970 | $4.66M | 1.8% | -3.9% | 0.011% | |
4/29/2024 | Marks Group Wealth Management Inc | 18,728 | $2.30M | 0.2% | +5.5% | 0.005% | |
4/29/2024 | Baxter Bros Inc. | 109,292 | $13.42M | 1.7% | +0.2% | 0.030% | |
4/27/2024 | Conning Inc. | 309,821 | $37.97M | 1.2% | +16.4% | 0.086% | |
4/26/2024 | Pinnacle Associates Ltd. | 24,229 | $2.98M | 0.0% | -1.8% | 0.007% | |
4/26/2024 | Trueblood Wealth Management LLC | 2,766 | $340K | 0.2% | -3.7% | 0.001% | |
4/26/2024 | Securian Asset Management Inc. | 18,861 | $2.32M | 0.1% | -7.3% | 0.005% | |
4/26/2024 | Aspen Investment Management Inc | 2,180 | $268K | 0.1% | -6.8% | 0.001% | |
4/26/2024 | BLB&B Advisors LLC | 14,741 | $1.81M | 0.1% | -4.1% | 0.004% | |
4/26/2024 | UMB Bank n.a. | 116,695 | $14.33M | 0.2% | +53.2% | 0.032% | |
4/26/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 11,852 | $1.45M | 0.6% | -6.3% | 0.003% | |
4/26/2024 | Rocky Mountain Advisers LLC | 3,168 | $389K | 0.1% | +3.3% | 0.001% | |
4/26/2024 | GUNN & Co INVESTMENT MANAGEMENT INC. | 1,855 | $228K | 0.2% | -38.0% | 0.001% | |
4/26/2024 | Riverbridge Partners LLC | 18,317 | $2.25M | 0.0% | -1.6% | 0.005% | |
4/26/2024 | Yousif Capital Management LLC | 43,071 | $5.29M | 0.1% | -2.3% | 0.012% | |
4/26/2024 | Schmidt P J Investment Management Inc. | 3,163 | $388K | 0.1% | -4.5% | 0.001% | |
4/26/2024 | Farmers & Merchants Trust Co of Chambersburg PA | 770 | $95K | 0.0% | +29.4% | 0.000% | |
4/26/2024 | YHB Investment Advisors Inc. | 39,772 | $4.88M | 0.4% | -4.4% | 0.011% | |
4/26/2024 | Opus Capital Group LLC | 1,871 | $230K | 0.0% | -12.3% | 0.001% | |
4/26/2024 | SYSTM Wealth Solutions LLC | 22,458 | $2.76M | 0.3% | +33.4% | 0.006% | |
4/26/2024 | Sumitomo Life Insurance Co. | 20,200 | $2.46M | 0.1% | N/A | 0.006% | |
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4/26/2024 | Mesirow Financial Investment Management Inc. | 1,748 | $215K | 0.0% | N/A | 0.000% | |
4/26/2024 | Verdence Capital Advisors LLC | 10,420 | $1.28M | 0.1% | -1.2% | 0.003% | |
4/26/2024 | Terra Nova Asset Management LLC | 3,834 | $471K | 0.4% | -11.0% | 0.001% | |
4/26/2024 | Checchi Capital Advisers LLC | 5,700 | $700K | 0.1% | +4.5% | 0.002% | |
4/26/2024 | Meridian Wealth Management LLC | 22,627 | $2.78M | 0.5% | +13.2% | 0.006% | |
4/25/2024 | New York State Teachers Retirement System | 311,375 | $38.24M | 0.1% | -0.9% | 0.087% | |
4/25/2024 | Human Investing LLC | 6,011 | $738K | 0.1% | -2.5% | 0.002% | |
4/25/2024 | TRUE Private Wealth Advisors | 5,517 | $678K | 0.1% | +5.5% | 0.002% | |
4/25/2024 | Bank of New York Mellon Corp | 11,126,465 | $1.37B | 0.3% | -0.6% | 3.091% | |
4/25/2024 | Bridges Investment Management Inc. | 3,560 | $437K | 0.0% | -7.8% | 0.001% | |
4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 105,556 | $12.96M | 0.0% | +9.1% | 0.029% | |
4/25/2024 | L.M. Kohn & Company | 8,015 | $984K | 0.3% | -2.4% | 0.002% | |
4/25/2024 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 126,845 | $15.58M | 0.2% | +5.5% | 0.035% | |
4/25/2024 | Aaron Wealth Advisors LLC | 2,014 | $247K | 0.0% | +5.6% | 0.001% | |
4/25/2024 | Valeo Financial Advisors LLC | 3,585 | $439K | 0.0% | +8.0% | 0.001% | |
4/25/2024 | Summit Financial LLC | 4,396 | $540K | 0.0% | +3.4% | 0.001% | |
4/25/2024 | Albert D Mason Inc. | 17,316 | $2.13M | 1.3% | +1.3% | 0.005% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 47,829 | $5.87M | 0.0% | -5.5% | 0.013% | |
4/24/2024 | Berkshire Bank | 2,095 | $257K | 0.1% | N/A | 0.001% | |
4/24/2024 | Marino Stram & Associates LLC | 6,083 | $747K | 0.2% | +5.1% | 0.002% | |
4/24/2024 | Dakota Wealth Management | 18,454 | $2.27M | 0.1% | +0.6% | 0.005% | |
4/24/2024 | Harvey Investment Co. LLC | 186,031 | $22.85M | 2.6% | -1.1% | 0.052% | |
4/24/2024 | Simplicity Wealth LLC | 8,179 | $1.00M | 0.0% | N/A | 0.002% | |
4/24/2024 | NBT Bank N A NY | 3,999 | $491K | 0.0% | +2.8% | 0.001% | |
4/24/2024 | Essex Financial Services Inc. | 3,268 | $401K | 0.0% | -5.2% | 0.001% | |
4/24/2024 | Bar Harbor Wealth Management | 1,924 | $236K | 0.0% | -13.9% | 0.001% | |
4/24/2024 | Assenagon Asset Management S.A. | 9,666 | $1.19M | 0.0% | -81.6% | 0.003% | |
4/23/2024 | Godsey & Gibb Inc. | 155,992 | $19.16M | 2.0% | +1.3% | 0.043% | |
4/23/2024 | Carderock Capital Management Inc. | 2,950 | $362K | 0.1% | -10.6% | 0.001% | |
4/23/2024 | Global Retirement Partners LLC | 5,769 | $708K | 0.0% | -4.3% | 0.002% | |
4/23/2024 | Cornell Pochily Investment Advisors Inc. | 15,115 | $1.86M | 0.7% | +1.3% | 0.004% | |
4/23/2024 | Covenant Asset Management LLC | 8,590 | $1.06M | 0.2% | -4.5% | 0.002% | |
4/23/2024 | LaFleur & Godfrey LLC | 116,467 | $14.30M | 2.1% | -7.9% | 0.032% | |
4/23/2024 | Louisiana State Employees Retirement System | 46,900 | $5.76M | 0.1% | -2.5% | 0.013% | |
4/23/2024 | Sage Mountain Advisors LLC | 2,129 | $261K | 0.0% | -29.7% | 0.001% | |
4/23/2024 | Wedge Capital Management L L P NC | 682,132 | $83.77M | 1.4% | +13.1% | 0.190% | |
4/23/2024 | United Asset Strategies Inc. | 16,237 | $1.99M | 0.2% | +7.6% | 0.005% | |
4/23/2024 | Silver Lake Advisory LLC | 52,214 | $6.41M | 2.9% | +1.9% | 0.015% | |
4/23/2024 | Amalgamated Bank | 69,934 | $8.59M | 0.1% | -13.3% | 0.019% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 17,387 | $2.14M | 0.2% | -0.5% | 0.005% | |
4/23/2024 | New Mexico Educational Retirement Board | 16,148 | $1.98M | 0.1% | -3.0% | 0.004% | |
4/23/2024 | Tyche Wealth Partners LLC | 4,427 | $544K | 0.1% | -37.4% | 0.001% | |
4/23/2024 | Fifth Third Bancorp | 36,544 | $4.49M | 0.0% | +3.9% | 0.010% | |
4/23/2024 | Wesbanco Bank Inc. | 2,485 | $305K | 0.0% | +5.0% | 0.001% | |
4/23/2024 | Summit Trail Advisors LLC | 5,322 | $653K | 0.0% | +6.5% | 0.001% | |
4/23/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 31,408 | $3.81M | 0.0% | -3.4% | 0.009% | |
4/23/2024 | Strategic Blueprint LLC | 1,701 | $209K | 0.0% | N/A | 0.000% | |
4/23/2024 | KLR Investment Advisors LLC | 5,104 | $619K | 0.4% | +4.7% | 0.001% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 271,366 | $33.32M | 0.0% | -1.4% | 0.075% | |
4/23/2024 | Wendell David Associates Inc. | 34,398 | $4.22M | 0.4% | -13.7% | 0.010% | |
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4/23/2024 | Paradiem LLC | 67,367 | $8.27M | 2.0% | +12.8% | 0.019% | |
4/22/2024 | Confluence Wealth Services Inc. | 9,487 | $1.17M | 0.1% | +17.3% | 0.003% | |
4/22/2024 | Harbour Trust & Investment Management Co | 4,327 | $531K | 0.1% | -5.4% | 0.001% | |
4/22/2024 | PFG Investments LLC | 5,772 | $709K | 0.0% | +13.4% | 0.002% | |
4/22/2024 | Parsons Capital Management Inc. RI | 26,632 | $3.27M | 0.2% | -1.3% | 0.007% | |
4/22/2024 | Outlook Wealth Advisors LLC | 2,248 | $276K | 0.1% | +25.1% | 0.001% | |
4/22/2024 | Donaldson Capital Management LLC | 414,302 | $50.88M | 2.1% | -0.2% | 0.115% | |
4/22/2024 | Raymond James & Associates | 823,906 | $101.18M | 0.1% | +1.4% | 0.229% | |
4/22/2024 | Signature Wealth Management Group | 30,685 | $3.67M | 1.6% | +0.4% | 0.009% | |
4/22/2024 | Westbourne Investment Advisors Inc. | 45,205 | $5.55M | 2.0% | +4.5% | 0.013% | |