4/27/2024 | Weatherly Asset Management L. P. | 42,257 | $6.69M | 0.6% | -6.0% | 0.002% | |
4/27/2024 | James Hambro & Partners | 4,094 | $648K | 0.0% | +13.0% | 0.000% | |
4/27/2024 | White Pine Investment CO | 20,351 | $3.22M | 1.0% | -2.0% | 0.001% | |
4/27/2024 | Vigilare Wealth Management | 9,009 | $1.43M | 0.7% | -18.6% | 0.000% | |
4/27/2024 | Phoenix Wealth Advisors | 21,258 | $3.36M | 2.0% | +1.4% | 0.001% | |
4/27/2024 | Hourglass Capital LLC | 8,720 | $1.38M | 0.4% | -2.6% | 0.000% | |
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4/27/2024 | Nadler Financial Group Inc. | 5,403 | $855K | 0.1% | +6.7% | 0.000% | |
4/27/2024 | NORTHSTAR ASSET MANAGEMENT Co LLC | 22,897 | $3.62M | 0.9% | -2.6% | 0.001% | |
4/27/2024 | Treasure Coast Financial Planning | 1,808 | $286K | 0.2% | -13.2% | 0.000% | |
4/27/2024 | Conning Inc. | 222,170 | $35.07M | 1.1% | +9.6% | 0.009% | |
4/27/2024 | Finer Wealth Management Inc. | 8,805 | $1.39M | 0.9% | -21.2% | 0.000% | |
4/27/2024 | Foster Victor Wealth Advisors LLC | 97,578 | $14.52M | 1.3% | +8.2% | 0.004% | |
4/27/2024 | K.J. Harrison & Partners Inc | 8,023 | $1.27M | 0.2% | -15.9% | 0.000% | |
4/27/2024 | McCollum Christoferson Group LLC | 53,564 | $8.47M | 2.5% | -0.9% | 0.002% | |
4/27/2024 | BayBridge Capital Group LLC | 7,196 | $1.07M | 0.9% | N/A | 0.000% | |
4/26/2024 | Pinnacle Associates Ltd. | 1,304,528 | $206.36M | 3.3% | -0.2% | 0.054% | |
4/26/2024 | Trueblood Wealth Management LLC | 10,815 | $1.71M | 1.0% | +3.7% | 0.000% | |
4/26/2024 | Securian Asset Management Inc. | 141,787 | $22.43M | 0.7% | -7.0% | 0.006% | |
4/26/2024 | McGuire Investment Group LLC | 55,037 | $8.71M | 1.3% | +0.8% | 0.002% | |
4/26/2024 | BLB&B Advisors LLC | 129,656 | $20.51M | 1.2% | -0.4% | 0.005% | |
4/26/2024 | Pavion Blue Capital LLC | 32,605 | $5.16M | 2.6% | -0.3% | 0.001% | |
4/26/2024 | Conestoga Capital Advisors LLC | 2,840 | $449K | 0.0% | -11.0% | 0.000% | |
4/26/2024 | UMB Bank n.a. | 333,730 | $52.79M | 0.8% | -2.5% | 0.014% | |
4/26/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 16,489 | $2.42M | 1.0% | -3.2% | 0.001% | |
4/26/2024 | Advisors Management Group Inc. ADV | 29,172 | $4.62M | 1.1% | -0.6% | 0.001% | |
4/26/2024 | Narwhal Capital Management | 107,371 | $16.99M | 1.7% | +7.9% | 0.004% | |
4/26/2024 | MBA Advisors LLC | 5,911 | $935K | 0.5% | +2.7% | 0.000% | |
4/26/2024 | LifeSteps Financial Inc. | 5,260 | $832K | 0.6% | -2.1% | 0.000% | |
4/26/2024 | Prestige Wealth Management Group LLC | 28,194 | $4.46M | 1.0% | +0.5% | 0.001% | |
4/26/2024 | GUNN & Co INVESTMENT MANAGEMENT INC. | 18,229 | $2.88M | 2.2% | -92.3% | 0.001% | |
4/26/2024 | Riverbridge Partners LLC | 12,105 | $1.92M | 0.0% | -17.7% | 0.001% | |
4/26/2024 | JNBA Financial Advisors | 11,405 | $1.80M | 0.2% | -2.8% | 0.000% | |
4/26/2024 | Yousif Capital Management LLC | 354,799 | $56.13M | 0.6% | -0.5% | 0.015% | |
4/26/2024 | Schmidt P J Investment Management Inc. | 18,212 | $2.88M | 0.5% | -10.8% | 0.001% | |
4/26/2024 | Augustine Asset Management Inc. | 3,514 | $556K | 0.2% | -6.2% | 0.000% | |
4/26/2024 | Farmers & Merchants Trust Co of Chambersburg PA | 26,133 | $4.13M | 1.7% | -1.4% | 0.001% | |
4/26/2024 | YHB Investment Advisors Inc. | 55,345 | $8.76M | 0.8% | -8.4% | 0.002% | |
4/26/2024 | SlateStone Wealth LLC | 63,379 | $10.03M | 1.0% | +63.7% | 0.003% | |
4/26/2024 | ZWJ Investment Counsel Inc. | 201,137 | $31.82M | 1.4% | +1.4% | 0.008% | |
4/26/2024 | Opus Capital Group LLC | 1,826 | $289K | 0.0% | -6.1% | 0.000% | |
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4/26/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 7,237 | $1.15M | 0.1% | -5.2% | 0.000% | |
4/26/2024 | First National Trust Co | 151,826 | $24.02M | 1.0% | -5.7% | 0.006% | |
4/26/2024 | Sage Rhino Capital LLC | 7,035 | $1.11M | 0.3% | +1.4% | 0.000% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 19,180 | $3.03M | 0.2% | +3.3% | 0.001% | |
4/26/2024 | Mitchell & Pahl Private Wealth LLC | 15,907 | $2.52M | 1.3% | +1.8% | 0.001% | |
4/26/2024 | Guardian Investment Management | 23,322 | $3.69M | 2.8% | -1.1% | 0.001% | |
4/26/2024 | Clear Creek Financial Management LLC | 4,534 | $718K | 0.1% | +8.1% | 0.000% | |
4/26/2024 | Quantum Financial Advisors LLC | 4,296 | $680K | 0.1% | +41.7% | 0.000% | |
4/26/2024 | Members Trust Co | 8,317 | $1.32M | 0.0% | -8.2% | 0.000% | |
4/26/2024 | SYSTM Wealth Solutions LLC | 73,053 | $11.56M | 1.5% | -6.3% | 0.003% | |
4/26/2024 | Sumitomo Life Insurance Co. | 24,341 | $3.85M | 0.1% | -18.6% | 0.001% | |
4/26/2024 | First Personal Financial Services | 4,202 | $665K | 0.2% | -3.3% | 0.000% | |
4/26/2024 | Pioneer Trust Bank N A OR | 42,505 | $6.72M | 1.9% | -3.5% | 0.002% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 127,747 | $20.21M | 0.5% | N/A | 0.005% | |
4/26/2024 | Patrick M Sweeney & Associates Inc. | 8,663 | $1.37M | 1.1% | +1.2% | 0.000% | |
4/26/2024 | Carr Financial Group Corp | 3,466 | $548K | 0.2% | -9.8% | 0.000% | |
4/26/2024 | MONECO Advisors LLC | 59,709 | $9.45M | 1.5% | -3.6% | 0.002% | |
4/26/2024 | LifePro Asset Management | 3,486 | $551K | 0.4% | -5.5% | 0.000% | |
4/26/2024 | TI Trust Inc. | 4,614 | $730K | 0.5% | +7.2% | 0.000% | |
4/26/2024 | KG&L Capital Management LLC | 27,500 | $4.35M | 1.7% | -13.4% | 0.001% | |
4/26/2024 | Verdence Capital Advisors LLC | 41,126 | $6.51M | 0.6% | -36.5% | 0.002% | |
4/26/2024 | Petredis Investment Advisors LLC | 37,908 | $6.00M | 0.7% | +1.3% | 0.002% | |
4/26/2024 | Pine Haven Investment Counsel Inc | 8,797 | $1.39M | 1.2% | -0.9% | 0.000% | |
4/26/2024 | Robinson Smith Wealth Advisors LLC | 41,719 | $6.60M | 6.3% | -2.1% | 0.002% | |
4/26/2024 | Emerald Advisors LLC | 3,141 | $497K | 0.1% | -4.3% | 0.000% | |
4/26/2024 | Financial Insights Inc. | 8,380 | $1.33M | 0.4% | -18.5% | 0.000% | |
4/26/2024 | Triton Wealth Management PLLC | 2,379 | $351K | 0.2% | +3.5% | 0.000% | |
4/26/2024 | Checchi Capital Advisers LLC | 31,433 | $4.97M | 0.4% | +0.3% | 0.001% | |
4/26/2024 | Focused Investors Fund L P | 1,226,350 | $194.00M | 6.1% | N/A | 0.051% | |
4/26/2024 | Tritonpoint Wealth LLC | 87,470 | $13.46M | 1.3% | -2.0% | 0.004% | |
4/26/2024 | Meridian Wealth Management LLC | 49,014 | $7.75M | 1.3% | -7.6% | 0.002% | |
4/26/2024 | Bogart Wealth LLC | 33,582 | $5.31M | 0.3% | +8.1% | 0.001% | |
4/25/2024 | Allworth Financial LP | 113,499 | $17.95M | 0.1% | +8.8% | 0.005% | |
4/25/2024 | Jacobsen Capital Management | 3,261 | $516K | 0.2% | +39.4% | 0.000% | |
4/25/2024 | Lindbrook Capital LLC | 47,194 | $7.47M | 0.7% | +1.8% | 0.002% | |
4/25/2024 | New York State Teachers Retirement System | 2,409,551 | $381.17M | 0.8% | -3.2% | 0.100% | |
4/25/2024 | Cardinal Strategic Wealth Guidance | 3,834 | $607K | 0.2% | -22.6% | 0.000% | |
4/25/2024 | WCM Investment Management LLC | 1,691 | $267K | 0.0% | +6.8% | 0.000% | |
4/25/2024 | One Day In July LLC | 2,332 | $369K | 0.0% | +30.6% | 0.000% | |
4/25/2024 | Lodestar Private Asset Management LLC | 4,139 | $655K | 0.1% | -6.3% | 0.000% | |
4/25/2024 | Human Investing LLC | 5,169 | $818K | 0.2% | -4.7% | 0.000% | |
4/25/2024 | Center for Financial Planning Inc. | 15,446 | $2.44M | 0.4% | +1.0% | 0.001% | |
4/25/2024 | TRUE Private Wealth Advisors | 30,565 | $4.84M | 0.6% | +90.6% | 0.001% | |
4/25/2024 | Adell Harriman & Carpenter Inc. | 75,135 | $11.89M | 1.0% | -6.2% | 0.003% | |
4/25/2024 | Ulland Investment Advisors LLC | 1,554 | $246K | 0.2% | -13.6% | 0.000% | |
4/25/2024 | Bank of New York Mellon Corp | 22,144,965 | $3.50B | 0.7% | -0.4% | 0.919% | |
4/25/2024 | Villere ST Denis J & Co. LLC | 143,222 | $22.66M | 1.8% | +0.3% | 0.006% | |
4/25/2024 | Strategy Asset Managers LLC | 59,041 | $9.34M | 2.0% | -0.5% | 0.002% | |
4/25/2024 | Borer Denton & Associates Inc. | 65,807 | $10.41M | 3.7% | +1.3% | 0.003% | |
4/25/2024 | Bridges Investment Management Inc. | 49,943 | $7.90M | 0.2% | -10.3% | 0.002% | |
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4/25/2024 | Osborne Partners Capital Management LLC | 23,064 | $3.65M | 0.2% | -14.8% | 0.001% | |
4/25/2024 | Equitable Trust Co. | 55,425 | $8.77M | 0.6% | -5.8% | 0.002% | |
4/25/2024 | Schnieders Capital Management LLC | 77,907 | $12.32M | 2.5% | -0.7% | 0.003% | |
4/25/2024 | Smith Chas P & Associates PA Cpas | 241,914 | $38.27M | 2.3% | +2.0% | 0.010% | |
4/25/2024 | BCM Advisors LLC | 39,843 | $5.92M | 1.5% | +0.8% | 0.002% | |
4/25/2024 | Advocate Group LLC | 56,185 | $8.89M | 1.8% | +0.5% | 0.002% | |
4/25/2024 | HTLF Bank | 55,736 | $8.82M | 1.0% | -0.2% | 0.002% | |
4/25/2024 | Capital Investment Advisory Services LLC | 31,494 | $4.98M | 0.5% | -46.1% | 0.001% | |
4/25/2024 | Triumph Capital Management | 2,909 | $459K | 0.2% | -54.7% | 0.000% | |
4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 1,134,704 | $179.50M | 0.6% | +2.3% | 0.047% | |