5/4/2024 | SPC Financial Inc. | 350 | $215K | 0.0% | N/A | 0.001% | |
5/4/2024 | DAVENPORT & Co LLC | 358,469 | $219.41M | 1.3% | -15.4% | 0.582% | |
5/4/2024 | 9258 Wealth Management LLC | 390 | $239K | 0.0% | -4.2% | 0.001% | |
5/3/2024 | FDx Advisors Inc. | 488 | $300K | 0.0% | -10.3% | 0.001% | |
5/3/2024 | Essex Investment Management Co. LLC | 2,800 | $1.72M | 0.3% | -14.8% | 0.005% | |
5/3/2024 | Mcdonald Capital Investors Inc. CA | 103,472 | $63.53M | 4.0% | -3.2% | 0.168% | |
|
5/3/2024 | Coronation Fund Managers Ltd. | 4,926 | $3.02M | 0.1% | +8.1% | 0.008% | |
5/3/2024 | Chevy Chase Trust Holdings LLC | 35,692 | $21.91M | 0.1% | -0.3% | 0.058% | |
5/3/2024 | GSA Capital Partners LLP | 2,138 | $1.31M | 0.1% | N/A | 0.003% | |
5/3/2024 | BI Asset Management Fondsmaeglerselskab A S | 2,816 | $1.73M | 0.0% | +67.5% | 0.005% | |
5/3/2024 | Central Pacific Bank Trust Division | 1,080 | $653K | 0.1% | N/A | 0.002% | |
5/3/2024 | Patron Partners LLC | 459 | $282K | 0.2% | N/A | 0.001% | |
5/3/2024 | Whittier Trust Co. | 232 | $142K | 0.0% | +54.7% | 0.000% | |
5/2/2024 | Knowledge Leaders Capital LLC | 342 | $210K | 0.4% | -64.4% | 0.001% | |
5/2/2024 | Financial Counselors Inc. | 1,105 | $678K | 0.0% | -8.8% | 0.002% | |
5/2/2024 | Chase Investment Counsel Corp | 6,805 | $4.18M | 1.6% | -0.6% | 0.011% | |
5/2/2024 | Jennison Associates LLC | 143,200 | $87.92M | 0.1% | -9.3% | 0.232% | |
5/2/2024 | Mutual of America Capital Management LLC | 8,103 | $4.98M | 0.1% | -2.0% | 0.013% | |
5/2/2024 | Daiwa Securities Group Inc. | 13,860 | $8.51M | 0.0% | -3.6% | 0.022% | |
5/2/2024 | Haverford Trust Co | 343 | $211K | 0.0% | N/A | 0.001% | |
5/2/2024 | Nordea Investment Management AB | 4,271 | $2.62M | 0.0% | +2.7% | 0.007% | |
5/2/2024 | Gilbert & Cook Inc. | 1,389 | $853K | 0.1% | -3.3% | 0.002% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 7,208 | $4.43M | 0.2% | -0.5% | 0.012% | |
5/2/2024 | Fidelis Capital Partners LLC | 774 | $475K | 0.1% | +5.7% | 0.001% | |
5/2/2024 | Tokio Marine Asset Management Co. Ltd. | 1,716 | $1.05M | 0.1% | +9.7% | 0.003% | |
5/1/2024 | Schear Investment Advisers LLC | 2,270 | $1.39M | 1.1% | +37.8% | 0.004% | |
5/1/2024 | Connecticut Wealth Management LLC | 1,067 | $655K | 0.0% | -3.9% | 0.002% | |
5/1/2024 | Janney Montgomery Scott LLC | 28,508 | $17.50M | 0.1% | +0.2% | 0.046% | |
5/1/2024 | BNP Paribas Financial Markets | 73,135 | $44.90M | 0.0% | +182.5% | 0.118% | |
5/1/2024 | CWS Financial Advisors LLC | 719 | $441K | 0.2% | -20.6% | 0.001% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 285,149 | $175.06M | 0.3% | -15.1% | 0.462% | |
5/1/2024 | Baillie Gifford & Co. | 2,274,528 | $1.40B | 1.1% | -13.7% | 3.685% | |
5/1/2024 | Prosperity Consulting Group LLC | 557 | $342K | 0.0% | +24.3% | 0.001% | |
5/1/2024 | Wambolt & Associates LLC | 430 | $260K | 0.1% | -13.5% | 0.001% | |
4/30/2024 | Private Advisor Group LLC | 1,227 | $754K | 0.0% | +2.1% | 0.002% | |
4/30/2024 | Findlay Park Partners LLP | 390,842 | $239.95M | 2.2% | -26.1% | 0.633% | |
4/30/2024 | Retirement Systems of Alabama | 13,641 | $8.38M | 0.0% | +0.1% | 0.022% | |
4/30/2024 | Longbow Finance SA | 11,531 | $7.08M | 0.7% | -45.3% | 0.019% | |
4/30/2024 | Norden Group LLC | 340 | $209K | 0.0% | N/A | 0.001% | |
4/30/2024 | HB Wealth Management LLC | 2,268 | $1.39M | 0.0% | +96.9% | 0.004% | |
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4/30/2024 | Turtle Creek Wealth Advisors LLC | 7,101 | $4.36M | 1.1% | +10,342.6% | 0.012% | |
4/30/2024 | Summit Place Financial Advisors LLC | 5,952 | $3.65M | 2.1% | -2.1% | 0.010% | |
4/30/2024 | Arkadios Wealth Advisors | 1,242 | $763K | 0.1% | -2.5% | 0.002% | |
4/30/2024 | OFI Invest Asset Management | 51,356 | $29.19M | 0.8% | +2.5% | 0.083% | |
4/30/2024 | Renaissance Investment Group LLC | 17,219 | $10.57M | 2.4% | +2.3% | 0.028% | |
4/30/2024 | Townsend Asset Management Corp NC ADV | 405 | $249K | 0.1% | N/A | 0.001% | |
4/29/2024 | Commonwealth Equity Services LLC | 8,122 | $4.99M | 0.0% | +1.4% | 0.013% | |
4/29/2024 | Greenleaf Trust | 1,067 | $655K | 0.0% | -3.8% | 0.002% | |
4/29/2024 | Principal Financial Group Inc. | 948,908 | $582.57M | 0.3% | -1.1% | 1.537% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 1,003 | $615K | 0.0% | +7.6% | 0.002% | |
4/29/2024 | Lederer & Associates Investment Counsel CA | 3,279 | $2.01M | 1.4% | -12.9% | 0.005% | |
4/29/2024 | Heritage Investors Management Corp | 64,165 | $39.39M | 1.4% | -4.9% | 0.104% | |
4/29/2024 | RWA Wealth Partners LLC | 375 | $230K | 0.0% | N/A | 0.001% | |
4/29/2024 | Marks Group Wealth Management Inc | 489 | $300K | 0.0% | -5.6% | 0.001% | |
4/27/2024 | Conning Inc. | 330 | $203K | 0.0% | N/A | 0.001% | |
4/27/2024 | Signature Wealth Management Partners LLC | 1,396 | $857K | 0.7% | -11.0% | 0.002% | |
4/26/2024 | Pinnacle Associates Ltd. | 3,786 | $2.32M | 0.0% | -3.7% | 0.006% | |
4/26/2024 | Securian Asset Management Inc. | 3,598 | $2.21M | 0.1% | -9.2% | 0.006% | |
4/26/2024 | Triasima Portfolio Management inc. | 4,946 | $3.04M | 0.3% | -22.1% | 0.008% | |
4/26/2024 | Pavion Blue Capital LLC | 334 | $205K | 0.1% | N/A | 0.001% | |
4/26/2024 | Yousif Capital Management LLC | 7,885 | $4.84M | 0.1% | -2.6% | 0.013% | |
4/26/2024 | YHB Investment Advisors Inc. | 315 | $193K | 0.0% | N/A | 0.001% | |
4/25/2024 | New York State Teachers Retirement System | 53,551 | $32.88M | 0.1% | -4.8% | 0.087% | |
4/25/2024 | Bank of New York Mellon Corp | 453,954 | $278.70M | 0.1% | -13.6% | 0.736% | |
4/25/2024 | Strategy Asset Managers LLC | 1,232 | $756K | 0.2% | -46.9% | 0.002% | |
4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 10,798 | $6.63M | 0.0% | -8.1% | 0.017% | |
4/25/2024 | Valeo Financial Advisors LLC | 726 | $430K | 0.0% | -42.4% | 0.001% | |
4/25/2024 | Summit Financial LLC | 361 | $222K | 0.0% | N/A | 0.001% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 9,547 | $5.86M | 0.0% | +11.5% | 0.015% | |
4/24/2024 | Premier Path Wealth Partners LLC | 902 | $554K | 0.1% | -5.0% | 0.001% | |
4/24/2024 | Zullo Investment Group Inc. | 354 | $217K | 0.1% | N/A | 0.001% | |
4/24/2024 | HMS Capital Management LLC | 1,930 | $1.19M | 0.7% | +5.7% | 0.003% | |
4/24/2024 | Simplicity Wealth LLC | 3,179 | $1.95M | 0.0% | N/A | 0.005% | |
4/24/2024 | Spire Wealth Management | 810 | $497K | 0.0% | +2.8% | 0.001% | |
4/24/2024 | Assenagon Asset Management S.A. | 9,589 | $5.89M | 0.0% | -82.8% | 0.016% | |
4/23/2024 | Busey Bank | 2,772 | $1.70M | 0.1% | -7.1% | 0.004% | |
4/23/2024 | BSW Wealth Partners | 579 | $355K | 0.1% | N/A | 0.001% | |
4/23/2024 | Global Retirement Partners LLC | 399 | $245K | 0.0% | -13.3% | 0.001% | |
4/23/2024 | Cookson Peirce & Co. Inc. | 54,014 | $33.16M | 1.8% | +1.2% | 0.088% | |
4/23/2024 | Louisiana State Employees Retirement System | 3,600 | $2.21M | 0.0% | -2.7% | 0.006% | |
4/23/2024 | Sage Mountain Advisors LLC | 377 | $231K | 0.0% | N/A | 0.001% | |
4/23/2024 | Amalgamated Bank | 12,905 | $7.92M | 0.1% | -18.6% | 0.021% | |
4/23/2024 | New Mexico Educational Retirement Board | 3,150 | $1.93M | 0.1% | -3.1% | 0.005% | |
4/23/2024 | Fifth Third Bancorp | 2,047 | $1.26M | 0.0% | -3.9% | 0.003% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 20,978 | $12.88M | 0.0% | +141.0% | 0.034% | |
4/23/2024 | Sapient Capital LLC | 29,619 | $18.18M | 0.4% | -2.1% | 0.048% | |
4/22/2024 | Parsons Capital Management Inc. RI | 357 | $219K | 0.0% | N/A | 0.001% | |
4/22/2024 | Drive Wealth Management LLC | 423 | $260K | 0.1% | N/A | 0.001% | |
4/22/2024 | Raymond James & Associates | 113,018 | $69.39M | 0.0% | +9.3% | 0.183% | |
4/22/2024 | Arthur M. Cohen & Associates LLC | 350 | $215K | 0.0% | N/A | 0.001% | |
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So, I decided to give you this heads-up before it’s too late.
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4/22/2024 | Everpar Advisors LLC | 1,274 | $782K | 0.5% | -47.2% | 0.002% | |
4/22/2024 | American Institute for Advanced Investment Management LLP | 715 | $439K | 0.3% | +19.2% | 0.001% | |
4/20/2024 | Maryland State Retirement & Pension System | 4,844 | $2.86M | 0.1% | +2.8% | 0.008% | |
4/19/2024 | Tran Capital Management L.P. | 56,155 | $34.48M | 3.8% | -35.3% | 0.091% | |
4/19/2024 | Accel Wealth Management | 434 | $266K | 0.1% | N/A | 0.001% | |
4/19/2024 | First Trust Direct Indexing L.P. | 1,342 | $824K | 0.1% | +22.8% | 0.002% | |
4/19/2024 | Norden Group LLC | 3,400 | $2.09M | 0.0% | N/A | 0.006% | |
4/19/2024 | Redmont Wealth Advisors LLC | 50 | $31K | 0.0% | N/A | 0.000% | |
4/19/2024 | State of Alaska Department of Revenue | 6,704 | $4.12M | 0.0% | +0.4% | 0.011% | |
4/19/2024 | Azzad Asset Management Inc. ADV | 7,152 | $4.39M | 0.5% | +0.5% | 0.012% | |