4/27/2024 | Riverwater Partners LLC | 1,362 | $273K | 0.2% | N/A | 0.000% | |
4/27/2024 | Weatherly Asset Management L. P. | 11,618 | $2.33M | 0.2% | -0.9% | 0.000% | |
4/27/2024 | James Hambro & Partners | 760,422 | $152.29M | 7.1% | -0.2% | 0.026% | |
4/27/2024 | White Pine Investment CO | 36,681 | $7.35M | 2.2% | -2.8% | 0.001% | |
4/27/2024 | Vigilare Wealth Management | 4,451 | $892K | 0.4% | +2.1% | 0.000% | |
4/27/2024 | Phoenix Wealth Advisors | 19,836 | $3.97M | 2.4% | -7.6% | 0.001% | |
|
4/27/2024 | Hourglass Capital LLC | 3,710 | $743K | 0.2% | +2.7% | 0.000% | |
4/27/2024 | Nadler Financial Group Inc. | 4,605 | $922K | 0.1% | +8.5% | 0.000% | |
4/27/2024 | NORTHSTAR ASSET MANAGEMENT Co LLC | 20,741 | $4.15M | 1.0% | +0.6% | 0.001% | |
4/27/2024 | Treasure Coast Financial Planning | 1,114 | $223K | 0.1% | N/A | 0.000% | |
4/27/2024 | Conning Inc. | 221,718 | $44.33M | 1.5% | -4.6% | 0.008% | |
4/27/2024 | Finer Wealth Management Inc. | 21,252 | $4.26M | 2.8% | +10.3% | 0.001% | |
4/27/2024 | Foster Victor Wealth Advisors LLC | 7,635 | $1.49M | 0.1% | +1.0% | 0.000% | |
4/27/2024 | Signature Wealth Management Partners LLC | 13,814 | $2.77M | 2.3% | -31.8% | 0.000% | |
4/27/2024 | K.J. Harrison & Partners Inc | 47,794 | $9.57M | 1.5% | +14.9% | 0.002% | |
4/27/2024 | Capital Performance Advisors LLP | 1,917 | $384K | 0.1% | +9.7% | 0.000% | |
4/26/2024 | Pinnacle Associates Ltd. | 471,798 | $94.50M | 1.5% | -1.4% | 0.016% | |
4/26/2024 | Trueblood Wealth Management LLC | 54,544 | $10.93M | 6.3% | -3.7% | 0.002% | |
4/26/2024 | Sterling Investment Counsel LLC | 14,810 | $2.97M | 1.4% | +43.3% | 0.001% | |
4/26/2024 | Securian Asset Management Inc. | 170,279 | $34.11M | 1.0% | -7.0% | 0.006% | |
4/26/2024 | Aspen Investment Management Inc | 18,433 | $3.69M | 1.9% | -0.4% | 0.001% | |
4/26/2024 | Triasima Portfolio Management inc. | 20,477 | $4.10M | 0.3% | -12.1% | 0.001% | |
4/26/2024 | Harrington Investments INC | 2,812 | $563K | 0.3% | -3.5% | 0.000% | |
4/26/2024 | BLB&B Advisors LLC | 127,926 | $25.62M | 1.4% | +0.3% | 0.004% | |
4/26/2024 | Pavion Blue Capital LLC | 23,255 | $4.66M | 2.3% | -0.3% | 0.001% | |
4/26/2024 | Acorn Wealth Advisors LLC | 11,579 | $2.32M | 1.2% | -1.9% | 0.000% | |
4/26/2024 | UMB Bank n.a. | 497,181 | $99.59M | 1.6% | -2.0% | 0.017% | |
4/26/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 12,999 | $2.51M | 1.1% | -1.1% | 0.000% | |
4/26/2024 | Advisors Management Group Inc. ADV | 21,784 | $4.36M | 1.1% | -5.1% | 0.001% | |
4/26/2024 | Narwhal Capital Management | 137,976 | $27.64M | 2.7% | +7.1% | 0.005% | |
4/26/2024 | MBA Advisors LLC | 11,742 | $2.35M | 1.2% | -0.7% | 0.000% | |
4/26/2024 | LifeSteps Financial Inc. | 10,021 | $2.01M | 1.5% | -2.1% | 0.000% | |
4/26/2024 | Cottonwood Capital Advisors LLC | 4,109 | $751K | 0.6% | -3.9% | 0.000% | |
4/26/2024 | Arcataur Capital Management LLC | 11,151 | $2.23M | 0.8% | +106.4% | 0.000% | |
4/26/2024 | Highview Capital Management LLC DE | 10,188 | $2.04M | 0.9% | -10.9% | 0.000% | |
4/26/2024 | Prestige Wealth Management Group LLC | 15,211 | $3.05M | 0.7% | -35.6% | 0.001% | |
4/26/2024 | GUNN & Co INVESTMENT MANAGEMENT INC. | 32,074 | $6.42M | 4.8% | -91.7% | 0.001% | |
4/26/2024 | Bellevue Asset Management LLC | 5,391 | $1.08M | 0.6% | -1.0% | 0.000% | |
4/26/2024 | Crestone Asset Management LLC | 1,823 | $365K | 0.1% | -4.1% | 0.000% | |
4/26/2024 | Northwest Bancshares Inc. | 45,620 | $9.14M | 1.4% | +1.5% | 0.002% | |
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4/26/2024 | JNBA Financial Advisors | 10,403 | $2.08M | 0.2% | -3.3% | 0.000% | |
4/26/2024 | Yousif Capital Management LLC | 430,551 | $86.24M | 1.0% | -1.0% | 0.015% | |
4/26/2024 | Schmidt P J Investment Management Inc. | 35,128 | $7.04M | 1.3% | -1.7% | 0.001% | |
4/26/2024 | Augustine Asset Management Inc. | 34,928 | $7.00M | 2.9% | -0.6% | 0.001% | |
4/26/2024 | Farmers & Merchants Trust Co of Chambersburg PA | 20,975 | $4.20M | 1.7% | -12.5% | 0.001% | |
4/26/2024 | YHB Investment Advisors Inc. | 39,232 | $7.86M | 0.7% | +4.2% | 0.001% | |
4/26/2024 | SlateStone Wealth LLC | 68,104 | $13.64M | 1.4% | +55.3% | 0.002% | |
4/26/2024 | ZWJ Investment Counsel Inc. | 251,138 | $50.30M | 2.3% | -0.5% | 0.009% | |
4/26/2024 | Coastline Trust Co | 31,544 | $6.32M | 0.8% | +37.0% | 0.001% | |
4/26/2024 | Opus Capital Group LLC | 2,476 | $496K | 0.1% | +70.2% | 0.000% | |
4/26/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 169,543 | $33.96M | 2.1% | -3.4% | 0.006% | |
4/26/2024 | First National Trust Co | 201,712 | $40.40M | 1.6% | -10.2% | 0.007% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 24,694 | $4.95M | 0.3% | -11.5% | 0.001% | |
4/26/2024 | Bond & Devick Financial Network Inc. | 2,735 | $548K | 0.3% | -5.8% | 0.000% | |
4/26/2024 | Guardian Investment Management | 20,174 | $4.04M | 3.1% | -10.1% | 0.001% | |
4/26/2024 | Clear Creek Financial Management LLC | 20,100 | $4.03M | 0.5% | -13.1% | 0.001% | |
4/26/2024 | Quantum Financial Advisors LLC | 5,980 | $1.20M | 0.2% | +32.8% | 0.000% | |
4/26/2024 | Members Trust Co | 8,271 | $1.66M | 0.0% | -8.2% | 0.000% | |
4/26/2024 | SYSTM Wealth Solutions LLC | 23,830 | $4.77M | 0.6% | -11.3% | 0.001% | |
4/26/2024 | Sumitomo Life Insurance Co. | 52,257 | $10.47M | 0.3% | -3.1% | 0.002% | |
4/26/2024 | First Personal Financial Services | 36,954 | $7.40M | 1.7% | -0.8% | 0.001% | |
4/26/2024 | Pioneer Trust Bank N A OR | 56,176 | $11.25M | 3.1% | +0.3% | 0.002% | |
4/26/2024 | Chicago Partners Investment Group LLC | 79,828 | $15.34M | 0.6% | +1.3% | 0.003% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 328,343 | $65.77M | 1.5% | N/A | 0.011% | |
4/26/2024 | Patrick M Sweeney & Associates Inc. | 24,008 | $4.81M | 4.0% | +0.3% | 0.001% | |
4/26/2024 | Carr Financial Group Corp | 6,358 | $1.27M | 0.4% | +50.6% | 0.000% | |
4/26/2024 | Virginia Wealth Management Group Inc. | 22,111 | $4.43M | 3.6% | -3.5% | 0.001% | |
4/26/2024 | MONECO Advisors LLC | 18,715 | $3.75M | 0.6% | +43.5% | 0.001% | |
4/26/2024 | LifePro Asset Management | 6,455 | $1.29M | 0.9% | +4.8% | 0.000% | |
4/26/2024 | TI Trust Inc. | 9,159 | $1.84M | 1.3% | +6.0% | 0.000% | |
4/26/2024 | Sigma Investment Counselors Inc. | 56,315 | $11.28M | 0.6% | -0.9% | 0.002% | |
4/26/2024 | KG&L Capital Management LLC | 52,523 | $10.46M | 4.2% | -0.9% | 0.002% | |
4/26/2024 | Verdence Capital Advisors LLC | 89,736 | $17.97M | 1.6% | -2.6% | 0.003% | |
4/26/2024 | Robinson Smith Wealth Advisors LLC | 3,176 | $636K | 0.6% | -21.7% | 0.000% | |
4/26/2024 | Davies Financial Advisors Inc. | 2,859 | $573K | 0.6% | N/A | 0.000% | |
4/26/2024 | Emerald Advisors LLC | 3,612 | $724K | 0.1% | +14.2% | 0.000% | |
4/26/2024 | Financial Insights Inc. | 11,586 | $2.32M | 0.7% | +1.6% | 0.000% | |
4/26/2024 | Triton Wealth Management PLLC | 1,047 | $200K | 0.1% | N/A | 0.000% | |
4/26/2024 | Checchi Capital Advisers LLC | 38,519 | $7.72M | 0.6% | +0.8% | 0.001% | |
4/26/2024 | Latitude Advisors LLC | 5,005 | $1.00M | 0.6% | +7.8% | 0.000% | |
4/26/2024 | Tritonpoint Wealth LLC | 96,972 | $19.42M | 1.9% | -3.6% | 0.003% | |
4/26/2024 | Oakwell Private Wealth Management LLC | 5,811 | $1.16M | 0.4% | +9.0% | 0.000% | |
4/26/2024 | Bogart Wealth LLC | 44,529 | $8.92M | 0.5% | +17.6% | 0.002% | |
4/25/2024 | Allworth Financial LP | 85,772 | $17.18M | 0.1% | +2.5% | 0.003% | |
4/25/2024 | Alta Capital Management LLC | 27,646 | $5.54M | 0.3% | +3.3% | 0.001% | |
4/25/2024 | Jacobsen Capital Management | 4,075 | $816K | 0.4% | -4.5% | 0.000% | |
4/25/2024 | Lindbrook Capital LLC | 35,052 | $7.02M | 0.7% | -2.8% | 0.001% | |
4/25/2024 | New York State Teachers Retirement System | 2,836,790 | $568.21M | 1.2% | -3.0% | 0.099% | |
4/25/2024 | Cardinal Strategic Wealth Guidance | 4,107 | $823K | 0.3% | -11.1% | 0.000% | |
4/25/2024 | WCM Investment Management LLC | 1,428 | $286K | 0.0% | -13.9% | 0.000% | |
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4/25/2024 | One Day In July LLC | 1,908 | $382K | 0.1% | -3.3% | 0.000% | |
4/25/2024 | Lodestar Private Asset Management LLC | 5,574 | $1.12M | 0.2% | -4.6% | 0.000% | |
4/25/2024 | Mendota Financial Group LLC | 1,119 | $224K | 0.1% | -28.3% | 0.000% | |
4/25/2024 | Center for Financial Planning Inc. | 18,017 | $3.61M | 0.5% | +3.0% | 0.001% | |
4/25/2024 | Inlet Private Wealth LLC | 54,371 | $10.89M | 3.0% | -2.2% | 0.002% | |
4/25/2024 | TRUE Private Wealth Advisors | 30,792 | $6.17M | 0.7% | -17.5% | 0.001% | |
4/25/2024 | Adell Harriman & Carpenter Inc. | 112,267 | $22.49M | 1.9% | -0.6% | 0.004% | |
4/25/2024 | Bank of New York Mellon Corp | 27,894,605 | $5.59B | 1.1% | -3.2% | 0.971% | |
4/25/2024 | Villere ST Denis J & Co. LLC | 230,892 | $46.25M | 3.7% | -1.3% | 0.008% | |
4/25/2024 | Carmel Capital Partners LLC | 3,333 | $668K | 0.3% | +34.0% | 0.000% | |