| 4/26/2024 | Pinnacle Associates Ltd. | 19,111 | $686K | 0.0% | +11.2% | 0.003% | |
| 4/26/2024 | Securian Asset Management Inc. | 42,981 | $1.54M | 0.0% | -6.9% | 0.006% | |
| 4/26/2024 | BLB&B Advisors LLC | 12,045 | $433K | 0.0% | -8.1% | 0.002% | |
| 4/26/2024 | UMB Bank n.a. | 25,849 | $928K | 0.0% | -17.0% | 0.004% | |
| 4/26/2024 | Prestige Wealth Management Group LLC | 9,786 | $351K | 0.1% | +878.6% | 0.001% | |
| 4/26/2024 | Yousif Capital Management LLC | 125,556 | $4.51M | 0.0% | -2.3% | 0.017% | |
|
| 4/26/2024 | YHB Investment Advisors Inc. | 2,560 | $92K | 0.0% | N/A | 0.000% | |
| 4/26/2024 | Clear Creek Financial Management LLC | 7,002 | $251K | 0.0% | N/A | 0.001% | |
| 4/26/2024 | Sumitomo Life Insurance Co. | 23,936 | $860K | 0.0% | -3.4% | 0.003% | |
| 4/26/2024 | Checchi Capital Advisers LLC | 13,439 | $483K | 0.0% | +17.1% | 0.002% | |
| 4/25/2024 | New York State Teachers Retirement System | 689,900 | $24.77M | 0.1% | -5.5% | 0.095% | |
| 4/25/2024 | Bank of New York Mellon Corp | 5,168,677 | $185.61M | 0.0% | -3.7% | 0.708% | |
| 4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 135,731 | $4.87M | 0.0% | -0.5% | 0.019% | |
| 4/25/2024 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 219,444 | $7.88M | 0.1% | +20.7% | 0.030% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 142,120 | $5.10M | 0.0% | -3.0% | 0.019% | |
| 4/24/2024 | Leavell Investment Management Inc. | 42,512 | $1.53M | 0.1% | -5.1% | 0.006% | |
| 4/24/2024 | CENTRAL TRUST Co | 30,416 | $1.09M | 0.0% | -4.6% | 0.004% | |
| 4/24/2024 | V Square Quantitative Management LLC | 19,378 | $696K | 0.1% | +17.6% | 0.003% | |
| 4/24/2024 | Newbridge Financial Services Group Inc. | 1,953 | $70K | 0.0% | -22.9% | 0.000% | |
| 4/24/2024 | Hartford Financial Management Inc. | 25,735 | $924K | 0.2% | -5.5% | 0.004% | |
| 4/24/2024 | Simplicity Wealth LLC | 13,579 | $488K | 0.0% | N/A | 0.002% | |
| 4/24/2024 | NBT Bank N A NY | 27,850 | $1M | 0.1% | -3.9% | 0.004% | |
| 4/24/2024 | First Pacific Financial | 20,933 | $752K | 0.2% | +4.9% | 0.003% | |
| 4/24/2024 | Assenagon Asset Management S.A. | 84,424 | $3.03M | 0.0% | -12.1% | 0.012% | |
| 4/23/2024 | Bfsg LLC | 202,512 | $7.27M | 1.0% | -9.3% | 0.028% | |
| 4/23/2024 | Louisiana State Employees Retirement System | 42,500 | $1.53M | 0.0% | -3.6% | 0.006% | |
| 4/23/2024 | WASHINGTON TRUST Co | 2,023 | $73K | 0.0% | +23.4% | 0.000% | |
| 4/23/2024 | Rational Advisors LLC | 1,295 | $47K | 0.0% | +72.0% | 0.000% | |
| 4/23/2024 | Silver Lake Advisory LLC | 104,444 | $3.75M | 1.7% | +2.7% | 0.014% | |
| 4/23/2024 | Community Financial Services Group LLC | 37,126 | $1.33M | 0.3% | N/A | 0.005% | |
| 4/23/2024 | Amalgamated Bank | 151,711 | $5.45M | 0.0% | -19.2% | 0.021% | |
| 4/23/2024 | New Mexico Educational Retirement Board | 36,819 | $1.32M | 0.0% | -3.4% | 0.005% | |
| 4/23/2024 | Fifth Third Bancorp | 54,043 | $1.94M | 0.0% | +18.7% | 0.007% | |
| 4/23/2024 | Wesbanco Bank Inc. | 7,150 | $257K | 0.0% | -5.5% | 0.001% | |
| 4/23/2024 | Summit Trail Advisors LLC | 42,445 | $1.52M | 0.0% | +31.7% | 0.006% | |
| 4/23/2024 | Hanson & Doremus Investment Management | 19,811 | $711K | 0.1% | -6.0% | 0.003% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 247,668 | $8.89M | 0.0% | -15.9% | 0.034% | |
| 4/22/2024 | Bristlecone Advisors LLC | 68,916 | $2.48M | 0.2% | -1.1% | 0.009% | |
| 4/22/2024 | Johnson Bixby & Associates LLC | 8,622 | $310K | 0.1% | -18.8% | 0.001% | |
| 4/22/2024 | Byrne Asset Management LLC | 26,702 | $959K | 0.7% | -3.0% | 0.004% | |
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| 4/22/2024 | American Financial Advisors LLC | 10,141 | $364K | 0.1% | -3.2% | 0.001% | |
| 4/22/2024 | PFG Investments LLC | 8,763 | $315K | 0.0% | +8.7% | 0.001% | |
| 4/22/2024 | Parsons Capital Management Inc. RI | 25,316 | $909K | 0.1% | -2.3% | 0.003% | |
| 4/22/2024 | Raymond James & Associates | 856,707 | $30.76M | 0.0% | -1.6% | 0.117% | |
| 4/22/2024 | Accordant Advisory Group Inc | 79,334 | $2.85M | 2.1% | N/A | 0.011% | |
| 4/19/2024 | Everett Harris & Co. CA | 30,604 | $1.10M | 0.0% | -3.6% | 0.004% | |
| 4/19/2024 | Uncommon Cents Investing LLC | 187,879 | $6.75M | 2.1% | -0.5% | 0.026% | |
| 4/19/2024 | First Trust Direct Indexing L.P. | 16,177 | $581K | 0.0% | +28.4% | 0.002% | |
| 4/19/2024 | Norden Group LLC | 23,177 | $832K | 0.0% | N/A | 0.003% | |
| 4/19/2024 | State of Alaska Department of Revenue | 510,889 | $18.34M | 0.2% | -4.8% | 0.070% | |
| 4/19/2024 | Denali Advisors LLC | 22,896 | $822K | 0.2% | +8.1% | 0.003% | |
| 4/19/2024 | Azzad Asset Management Inc. ADV | 78,558 | $2.82M | 0.3% | -16.9% | 0.011% | |
| 4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 1,801,882 | $64.71M | 0.0% | -0.6% | 0.247% | |
| 4/19/2024 | Kiley Juergens Wealth Management LLC | 22,683 | $815K | 0.3% | -2.7% | 0.003% | |
| 4/18/2024 | SeaCrest Wealth Management LLC | 6,481 | $233K | 0.0% | -10.9% | 0.001% | |
| 4/18/2024 | Naviter Wealth LLC | 50,525 | $1.81M | 0.3% | +5.7% | 0.007% | |
| 4/18/2024 | Financial Security Advisor Inc. | 16,631 | $597K | 0.2% | -4.0% | 0.002% | |
| 4/18/2024 | MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH | 47,056 | $1.69M | 0.1% | +99.2% | 0.006% | |
| 4/18/2024 | Woodmont Investment Counsel LLC | 90,268 | $3.24M | 0.3% | -2.8% | 0.012% | |
| 4/18/2024 | Allspring Global Investments Holdings LLC | 6,406,086 | $230.04M | 0.4% | +8.6% | 0.878% | |
| 4/17/2024 | Baker Ellis Asset Management LLC | 169,907 | $6.10M | 0.9% | -0.7% | 0.023% | |
| 4/17/2024 | Hennion & Walsh Asset Management Inc. | 18,676 | $671K | 0.0% | -3.8% | 0.003% | |
| 4/16/2024 | Register Financial Advisors LLC | 1,000 | $36K | 0.0% | N/A | 0.000% | |
| 4/16/2024 | Artemis Investment Management LLP | 255,201 | $9.16M | 0.1% | -63.6% | 0.035% | |
| 4/16/2024 | 180 Wealth Advisors LLC | 20,968 | $753K | 0.1% | +8.2% | 0.003% | |
| 4/16/2024 | Chesley Taft & Associates LLC | 169,097 | $6.07M | 0.3% | -1.3% | 0.023% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 61,241 | $2.20M | 0.0% | +6.6% | 0.008% | |
| 4/16/2024 | Procyon Advisors LLC | 58,287 | $2.09M | 0.2% | -11.2% | 0.008% | |
| 4/15/2024 | S.A. Mason LLC | 5,738 | $206K | 0.1% | +19.3% | 0.001% | |
| 4/13/2024 | Sarasin & Partners LLP | 556,737 | $19.99M | 0.2% | +2.0% | 0.076% | |
| 4/12/2024 | Riverview Trust Co | 1,596 | $57K | 0.0% | N/A | 0.000% | |
| 4/12/2024 | Unison Advisors LLC | 67,257 | $2.42M | 0.2% | +0.8% | 0.009% | |
| 4/12/2024 | Strong Tower Advisory Services | 25,793 | $917K | 0.4% | +17.2% | 0.004% | |
| 4/12/2024 | Global Assets Advisory LLC | 12,090 | $434K | 0.0% | N/A | 0.002% | |
| 4/12/2024 | First PREMIER Bank | 7,326 | $263K | 0.1% | -15.5% | 0.001% | |
| 4/12/2024 | Northwest Investment Counselors LLC | 927 | $33K | 0.0% | N/A | 0.000% | |
| 4/12/2024 | Murphy Pohlad Asset Management LLC | 17,990 | $646K | 0.3% | -7.1% | 0.002% | |
| 4/11/2024 | Radnor Capital Management LLC | 60,373 | $2.17M | 0.4% | N/A | 0.008% | |
| 4/11/2024 | O Keefe Stevens Advisory Inc. | 307,772 | $11.05M | 3.6% | +1.7% | 0.042% | |
| 4/11/2024 | Gulf International Bank UK Ltd | 62,854 | $2.26M | 0.1% | +0.7% | 0.009% | |
| 4/11/2024 | Meyer Handelman Co. | 78,886 | $2.83M | 0.1% | -13.6% | 0.011% | |
| 4/10/2024 | Park Avenue Securities LLC | 26,718 | $959K | 0.0% | +3.6% | 0.004% | |
| 4/10/2024 | American National Bank | 763 | $27K | 0.0% | +171.5% | 0.000% | |
| 4/10/2024 | Banque Cantonale Vaudoise | 97,435 | $3.50M | 0.1% | +69.9% | 0.013% | |
| 4/10/2024 | Czech National Bank | 128,455 | $4.61M | 0.1% | +0.5% | 0.018% | |
| 4/10/2024 | Fulton Bank N.A. | 6,316 | $227K | 0.0% | -6.0% | 0.001% | |
| 4/9/2024 | Curbstone Financial Management Corp | 67,590 | $2.43M | 0.5% | -4.5% | 0.009% | |
| 4/9/2024 | Adams Asset Advisors LLC | 50,542 | $1.82M | 0.2% | -37.0% | 0.007% | |
| 4/5/2024 | GAMMA Investing LLC | 10,410 | $374K | 0.1% | +9.4% | 0.001% | |
| 4/5/2024 | Compass Wealth Management LLC | 24,959 | $896K | 0.2% | -7.1% | 0.003% | |
His win rate puts Warren Buffett to shame… (Ad) Not long ago I joined Phil Ash for a private one-on-one interview.
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| 4/5/2024 | CWM LLC | 16,184 | $581K | 0.0% | +9.3% | 0.002% | |
| 4/4/2024 | Cullen Investment Group LTD. | 51,599 | $1.83M | 0.3% | -2.7% | 0.007% | |
| 4/3/2024 | Reinhart Partners LLC. | 295,040 | $10.60M | 0.4% | -1.3% | 0.040% | |
| 4/1/2024 | Confluence Investment Management LLC | 2,269,758 | $81.51M | 1.1% | N/A | 0.311% | |
| 3/29/2024 | Kapitalo Investimentos Ltda | 12,040 | $419K | 0.1% | -31.1% | 0.002% | |
| 3/27/2024 | Nomura Holdings Inc. | 129,562 | $4.51M | 0.0% | N/A | 0.018% | |
| 3/26/2024 | HighPoint Advisor Group LLC | 7,440 | $264K | 0.0% | N/A | 0.001% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 175,193 | $6.09M | 0.0% | -2.7% | 0.024% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 49,248 | $1.71M | 0.0% | -22.8% | 0.007% | |
| 3/11/2024 | Vanguard Group Inc. | 114,970,389 | $4.00B | 0.1% | -1.1% | 15.760% | |
