5/17/2024 | Aspect Partners LLC | 36,424 | $1.88M | 1.5% | +53.0% | 0.002% | |
5/17/2024 | Western Pacific Wealth Management LP | 585 | $30K | 0.0% | +631.3% | 0.000% | |
5/17/2024 | Wilshire Advisors LLC | 194,606 | $10.04M | 5.0% | +2.1% | 0.013% | |
5/17/2024 | iA Global Asset Management Inc. | 367,357 | $18.96M | 0.2% | -0.4% | 0.025% | |
5/17/2024 | Comerica Bank | 1,217,737 | $62.84M | 0.3% | -0.8% | 0.082% | |
5/16/2024 | Redwood Investment Management LLC | 15,097 | $779K | 0.1% | -7.5% | 0.001% | |
|
5/16/2024 | Global Financial Private Client LLC | 1,230 | $64K | 0.0% | -20.4% | 0.000% | |
5/16/2024 | Ancora Advisors LLC | 34,833 | $1.80M | 0.0% | -2.0% | 0.002% | |
5/16/2024 | Icon Wealth Advisors LLC | 94,420 | $4.87M | 0.5% | -51.8% | 0.006% | |
5/16/2024 | Captrust Financial Advisors | 4,946,158 | $255.22M | 0.8% | +8.0% | 0.334% | |
5/15/2024 | SVB Wealth LLC | 471,712 | $24.34M | 0.5% | +14.4% | 0.032% | |
5/15/2024 | Flow Traders U.S. LLC | 695,466 | $35.89M | 1.9% | N/A | 0.047% | |
5/15/2024 | Blue Edge Capital LLC | 134,333 | $6.93M | 1.2% | -0.4% | 0.009% | |
5/15/2024 | Fairview Capital Investment Management LLC | 96,830 | $5.00M | 0.3% | -7.0% | 0.007% | |
5/15/2024 | CoreFirst Bank & Trust | 38,188 | $1.97M | 1.2% | +25.0% | 0.003% | |
5/15/2024 | Lazard Asset Management LLC | 211,501 | $10.91M | 0.0% | -3.0% | 0.014% | |
5/14/2024 | OLD Mission Capital LLC | 7,210,478 | $372.06M | 6.2% | +168.2% | 0.487% | |
5/14/2024 | Wellington Wealth Strategies LLC. | 16,323 | $842K | 0.4% | -36.3% | 0.001% | |
5/14/2024 | Karpus Management Inc. | 9,492 | $490K | 0.0% | -2.4% | 0.001% | |
5/14/2024 | InterOcean Capital Group LLC | 395,328 | $20.40M | 0.5% | +8.3% | 0.027% | |
5/13/2024 | Bessemer Group Inc. | 970,739 | $50.09M | 0.1% | +48.5% | 0.066% | |
5/13/2024 | Shakespeare Wealth Management LLC | 289,377 | $14.93M | 4.3% | +5.7% | 0.020% | |
5/13/2024 | Rockport Wealth LLC | 85,982 | $4.44M | 1.6% | N/A | 0.006% | |
5/11/2024 | Bahl & Gaynor Inc. | 17,963 | $927K | 0.0% | +1.7% | 0.001% | |
5/11/2024 | Lcnb Corp | 144,633 | $7.46M | 2.7% | +2.9% | 0.010% | |
5/11/2024 | Beaumont Financial Advisors LLC | 9,360 | $483K | 0.0% | +23.8% | 0.001% | |
5/11/2024 | Hirtle Callaghan & Co LLC | 2,074,382 | $107.04M | 4.6% | +1.6% | 0.140% | |
5/10/2024 | TIAA Trust National Association | 36,650,021 | $1.89B | 5.8% | +9.4% | 2.476% | |
5/10/2024 | Alera Investment Advisors LLC | 131,237 | $6.77M | 0.9% | -12.1% | 0.009% | |
5/10/2024 | Broadview Financial Management LLC | 129,475 | $6.68M | 4.9% | -0.3% | 0.009% | |
5/10/2024 | Motco | 1,575 | $81K | 0.0% | +29.1% | 0.000% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 87,320 | $4.51M | 0.3% | -6.5% | 0.006% | |
5/9/2024 | Coho Partners Ltd. | 6,024 | $311K | 0.0% | -23.8% | 0.000% | |
5/9/2024 | JDM Financial Group LLC | 18,205 | $939K | 0.7% | -1.5% | 0.001% | |
5/9/2024 | Portland Global Advisors LLC | 203,929 | $10.52M | 1.4% | +6.3% | 0.014% | |
5/9/2024 | Rogco LP | 111,330 | $5.75M | 2.3% | N/A | 0.008% | |
5/8/2024 | MAI Capital Management | 1,475,927 | $76.16M | 0.8% | +27.7% | 0.100% | |
5/8/2024 | Heritage Wealth Advisors | 807,151 | $41.65M | 1.5% | +2.5% | 0.055% | |
5/7/2024 | Pointe Capital Management LLC | 85,982 | $4.44M | 2.8% | +4.1% | 0.006% | |
5/7/2024 | Highland Capital Management LLC | 122,002 | $6.30M | 0.4% | +0.8% | 0.008% | |
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5/7/2024 | SG Americas Securities LLC | 4,835 | $249K | 0.0% | N/A | 0.000% | |
5/6/2024 | Financial Council LLC | 82,771 | $4.27M | 2.5% | -0.5% | 0.006% | |
5/4/2024 | Coulter & Justus Financial Services LLC | 6,139 | $317K | 0.1% | N/A | 0.000% | |
5/4/2024 | 9258 Wealth Management LLC | 4,482 | $231K | 0.0% | -10.1% | 0.000% | |
5/4/2024 | Commonwealth Retirement Investments LLC | 6,988 | $361K | 0.2% | -55.7% | 0.000% | |
5/4/2024 | Richardson Financial Services Inc. | 40,708 | $2.10M | 1.5% | +9.8% | 0.003% | |
5/3/2024 | FDx Advisors Inc. | 278,088 | $14.35M | 2.2% | -21.0% | 0.019% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 944,590 | $48.73M | 1.4% | +2.9% | 0.064% | |
5/3/2024 | Patron Partners LLC | 16,204 | $836K | 0.5% | -27.7% | 0.001% | |
5/3/2024 | Whittier Trust Co. | 832,626 | $42.96M | 0.6% | +5.1% | 0.056% | |
5/2/2024 | Salomon & Ludwin LLC | 186,105 | $9.60M | 0.8% | -2.3% | 0.013% | |
5/2/2024 | RiverFront Investment Group LLC | 364,792 | $18.82M | 0.5% | -55.6% | 0.025% | |
5/2/2024 | Magnolia Capital Advisors LLC | 18,974 | $949K | 0.8% | +7.9% | 0.001% | |
5/2/2024 | Graypoint LLC | 33,984 | $1.75M | 0.1% | -12.9% | 0.002% | |
5/2/2024 | Haverford Trust Co | 3,478,217 | $179.48M | 1.9% | +2.7% | 0.235% | |
5/2/2024 | Quent Capital LLC | 553,435 | $28.56M | 3.3% | +10.2% | 0.037% | |
5/2/2024 | Horan Securities Inc. | 6,800 | $351K | 0.2% | N/A | 0.000% | |
5/2/2024 | Hollencrest Capital Management | 55,030 | $2.84M | 0.1% | -9.8% | 0.004% | |
5/2/2024 | Argent Advisors Inc. | 21,381 | $1.10M | 0.4% | +55.0% | 0.001% | |
5/1/2024 | Janney Montgomery Scott LLC | 830,967 | $42.88M | 0.1% | -46.3% | 0.056% | |
5/1/2024 | BNP Paribas Financial Markets | 17,796 | $918K | 0.0% | -17.1% | 0.001% | |
5/1/2024 | Avior Wealth Management LLC | 69,095 | $3.57M | 0.2% | +3,005.4% | 0.005% | |
4/30/2024 | MN Wealth Advisors LLC | 4,241 | $219K | 0.1% | -29.2% | 0.000% | |
4/30/2024 | JMG Financial Group Ltd. | 30,214 | $1.56M | 0.1% | -7.3% | 0.002% | |
4/30/2024 | Arkadios Wealth Advisors | 19,836 | $1.02M | 0.1% | +2.7% | 0.001% | |
4/29/2024 | Greenleaf Trust | 967,277 | $49.91M | 0.5% | +40.9% | 0.065% | |
4/29/2024 | Strategic Investment Management LLC | 482,913 | $25.02M | 19.2% | -3.1% | 0.033% | |
4/29/2024 | Crescent Grove Advisors LLC | 293,493 | $15.14M | 1.6% | +1.0% | 0.020% | |
4/29/2024 | Newman Dignan & Sheerar Inc. | 37,650 | $1.94M | 0.5% | -33.9% | 0.003% | |
4/26/2024 | UMB Bank n.a. | 342,770 | $17.69M | 0.3% | -6.2% | 0.023% | |
4/26/2024 | YHB Investment Advisors Inc. | 77,081 | $3.98M | 0.3% | -0.5% | 0.005% | |
4/26/2024 | SlateStone Wealth LLC | 29,137 | $1.50M | 0.2% | +7.3% | 0.002% | |
4/26/2024 | Sumitomo Life Insurance Co. | 476,200 | $23.38M | 0.6% | -29.7% | 0.032% | |
4/25/2024 | Bank of New York Mellon Corp | 6,123,872 | $315.99M | 0.1% | -14.7% | 0.414% | |
4/25/2024 | Regis Management CO LLC | 162,228 | $8.37M | 2.5% | +0.6% | 0.011% | |
4/25/2024 | Klaas Financial Asset Advisors LLC | 91,259 | $4.71M | 0.9% | +0.9% | 0.006% | |
4/25/2024 | Eudaimonia Partners LLC | 87,776 | $4.53M | 1.1% | -27.2% | 0.006% | |
4/25/2024 | Valeo Financial Advisors LLC | 2,640,622 | $132.68M | 4.2% | +2,285.9% | 0.178% | |
4/25/2024 | Argus Investors Counsel Inc. | 5,720 | $295K | 0.2% | N/A | 0.000% | |
4/25/2024 | Summit Financial LLC | 20,594 | $1.06M | 0.1% | -55.3% | 0.001% | |
4/24/2024 | Private Trust Co. NA | 33,609 | $1.73M | 0.2% | -18.5% | 0.002% | |
4/24/2024 | Leavell Investment Management Inc. | 53,745 | $2.77M | 0.2% | +1.7% | 0.004% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 482 | $25K | 0.0% | -79.2% | 0.000% | |
4/24/2024 | SOL Capital Management CO | 65,793 | $3.40M | 0.4% | -52.0% | 0.004% | |
4/24/2024 | NBT Bank N A NY | 84,910 | $4.38M | 0.3% | +15.2% | 0.006% | |
4/24/2024 | Essex Financial Services Inc. | 6,413 | $331K | 0.0% | -7.1% | 0.000% | |
4/23/2024 | Wetzel Investment Advisors Inc. | 63,762 | $3.21M | 1.9% | +3.1% | 0.004% | |
4/23/2024 | Iowa State Bank | 181,310 | $9.36M | 2.1% | +9.1% | 0.012% | |
4/23/2024 | Arbor Investment Advisors LLC | 105,078 | $5.42M | 0.8% | -18.5% | 0.007% | |
4/23/2024 | WASHINGTON TRUST Co | 327,739 | $16.91M | 0.6% | +1.8% | 0.022% | |
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4/23/2024 | Nations Financial Group Inc. IA ADV | 112,152 | $5.79M | 0.5% | +32.6% | 0.008% | |
4/23/2024 | Strategic Blueprint LLC | 105,510 | $5.44M | 0.4% | -32.3% | 0.007% | |
4/23/2024 | Bank of Stockton | 161,058 | $8.31M | 2.6% | -3.6% | 0.011% | |
4/23/2024 | Hanson & Doremus Investment Management | 7,332 | $378K | 0.1% | -3.5% | 0.000% | |
4/22/2024 | Invera Wealth Advisors LLC | 72,872 | $3.66M | 3.0% | +4.0% | 0.005% | |
4/22/2024 | Bay Harbor Wealth Management LLC | 22,955 | $1.19M | 0.4% | -64.3% | 0.002% | |
4/22/2024 | CKW Financial Group | 696,969 | $36.03M | 4.7% | -23.9% | 0.047% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 87,229 | $4.50M | 0.3% | -38.3% | 0.006% | |
4/19/2024 | American National Bank & Trust Co. VA | 4,033 | $208K | 0.0% | N/A | 0.000% | |
4/19/2024 | Westside Investment Management Inc. | 50,192 | $2.59M | 0.6% | +8.1% | 0.003% | |