5/13/2024 | O Shaughnessy Asset Management LLC | 19,396 | $1.31M | 0.0% | +8.3% | 0.007% | |
5/11/2024 | Jacobi Capital Management LLC | 5,194 | $350K | 0.0% | -9.7% | 0.002% | |
5/11/2024 | Edgestream Partners L.P. | 3,167 | $213K | 0.0% | N/A | 0.001% | |
5/10/2024 | Osaic Holdings Inc. | 130,416 | $8.78M | 0.0% | -15.3% | 0.045% | |
5/10/2024 | Vanguard Group Inc. | 2,035,146 | $137.05M | 0.0% | -0.7% | 0.701% | |
5/10/2024 | JPMorgan Chase & Co. | 30,117,187 | $2.03B | 0.2% | -0.2% | 10.368% | |
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5/10/2024 | Cooper Haims Advisors LLC | 276,305 | $18.61M | 10.8% | +0.3% | 0.095% | |
5/10/2024 | Banco Santander S.A. | 129,768 | $8.74M | 0.1% | -44.3% | 0.045% | |
5/10/2024 | Tocqueville Asset Management L.P. | 178,176 | $12.00M | 0.2% | -0.7% | 0.061% | |
5/10/2024 | Nwam LLC | 9,779 | $663K | 0.1% | -3.3% | 0.003% | |
5/9/2024 | Blair William & Co. IL | 27,951 | $1.88M | 0.0% | +0.7% | 0.010% | |
5/9/2024 | HBK Sorce Advisory LLC | 3,103 | $209K | 0.0% | N/A | 0.001% | |
5/9/2024 | Ledyard National Bank | 133,433 | $8.99M | 0.9% | +1.7% | 0.046% | |
5/9/2024 | Angeles Wealth Management LLC | 377,367 | $25.41M | 2.5% | +14.5% | 0.130% | |
5/9/2024 | Interchange Capital Partners LLC | 6,586 | $450K | 0.3% | +5.2% | 0.002% | |
5/9/2024 | BHK Investment Advisors LLC | 70,230 | $4.73M | 1.8% | +21.9% | 0.024% | |
5/9/2024 | Koshinski Asset Management Inc. | 3,222 | $217K | 0.0% | -32.9% | 0.001% | |
5/8/2024 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 32,349 | $2.18M | 0.0% | N/A | 0.011% | |
5/8/2024 | FPC Investment Advisory Inc. | 138,045 | $9.11M | 9.0% | N/A | 0.048% | |
5/8/2024 | Avantax Advisory Services Inc. | 47,803 | $3.22M | 0.0% | -1.7% | 0.016% | |
5/8/2024 | Addison Capital Co | 3,302 | $222K | 0.1% | N/A | 0.001% | |
5/8/2024 | Watershed Private Wealth LLC | 9,757 | $657K | 0.3% | -19.7% | 0.003% | |
5/7/2024 | NorthRock Partners LLC | 9,112 | $614K | 0.1% | N/A | 0.003% | |
5/7/2024 | Choate Investment Advisors | 32,144 | $2.17M | 0.1% | N/A | 0.011% | |
5/7/2024 | White Lighthouse Investment Management Inc. | 12,420 | $836K | 0.2% | +1.2% | 0.004% | |
5/7/2024 | Smithfield Trust Co | 858,876 | $57.78M | 3.1% | -3.0% | 0.296% | |
5/7/2024 | Wealthspire Advisors LLC | 11,948 | $805K | 0.0% | -17.2% | 0.004% | |
5/7/2024 | SG Americas Securities LLC | 290,496 | $19.56M | 0.1% | +141.8% | 0.100% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 6,286 | $423K | 0.0% | +7.9% | 0.002% | |
5/6/2024 | OLD Second National Bank of Aurora | 183,053 | $12.33M | 3.2% | -1.5% | 0.063% | |
5/6/2024 | Leith Wheeler Investment Counsel Ltd. | 3,090 | $208K | 0.0% | N/A | 0.001% | |
5/4/2024 | Geneos Wealth Management Inc. | 1,710 | $115K | 0.0% | +119.2% | 0.001% | |
5/3/2024 | Integris Wealth Management LLC | 227,608 | $15.33M | 4.2% | -1.5% | 0.078% | |
5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 126,744 | $8.54M | 2.4% | +1.8% | 0.044% | |
5/3/2024 | Etfidea LLC | 7,417 | $499K | 0.2% | -2.7% | 0.003% | |
5/3/2024 | Pictet North America Advisors SA | 116,966 | $7.88M | 0.9% | +49.6% | 0.040% | |
5/3/2024 | Absolute Capital Management LLC | 14,201 | $956K | 0.6% | -1.5% | 0.005% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 992 | $67K | 0.0% | -23.8% | 0.000% | |
5/3/2024 | Patron Partners LLC | 5,484 | $369K | 0.2% | -10.9% | 0.002% | |
5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 40,298 | $2.71M | 0.1% | -5.4% | 0.014% | |
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5/2/2024 | Hudock Inc. | 3,151 | $212K | 0.0% | -16.7% | 0.001% | |
5/2/2024 | Haverford Trust Co | 784,639 | $52.84M | 0.6% | +6.4% | 0.270% | |
5/2/2024 | GSB Wealth Management LLC | 40,379 | $2.72M | 0.8% | -3.2% | 0.014% | |
5/2/2024 | Lincoln National Corp | 1,251,698 | $84.29M | 1.3% | +0.5% | 0.431% | |
5/2/2024 | Family Firm Inc. | 11,561 | $779K | 0.2% | -4.3% | 0.004% | |
5/2/2024 | Presilium Private Wealth LLC | 488,627 | $32.90M | 8.7% | +6.0% | 0.168% | |
5/2/2024 | Crown Wealth Group LLC | 3,439 | $232K | 0.1% | N/A | 0.001% | |
5/1/2024 | Tanager Wealth Management LLP | 321,844 | $21.67M | 3.5% | +10.9% | 0.111% | |
5/1/2024 | Janney Capital Management LLC | 5,634 | $379K | 0.0% | +5.6% | 0.002% | |
5/1/2024 | Janney Montgomery Scott LLC | 264,216 | $17.79M | 0.1% | +1.0% | 0.091% | |
5/1/2024 | BNP Paribas Financial Markets | 227,844 | $15.34M | 0.0% | +22.2% | 0.078% | |
5/1/2024 | Blue Trust Inc. | 5,357,886 | $360.80M | 5.1% | +5.1% | 1.844% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 489,598 | $32.97M | 0.1% | -7.6% | 0.169% | |
5/1/2024 | Mission Wealth Management LP | 6,124 | $412K | 0.0% | N/A | 0.002% | |
5/1/2024 | Sequoia Financial Advisors LLC | 5,431 | $366K | 0.0% | +10.1% | 0.002% | |
5/1/2024 | SeaBridge Investment Advisors LLC | 13,082 | $881K | 0.2% | +43.4% | 0.005% | |
4/30/2024 | Private Advisor Group LLC | 16,291 | $1.10M | 0.0% | -13.9% | 0.006% | |
4/30/2024 | Consolidated Portfolio Review Corp | 10,501 | $707K | 0.2% | -19.6% | 0.004% | |
4/30/2024 | HB Wealth Management LLC | 3,221 | $217K | 0.0% | -39.1% | 0.001% | |
4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 1,991 | $134K | 0.0% | -24.5% | 0.001% | |
4/30/2024 | Caprock Group LLC | 8,414 | $567K | 0.0% | +2.3% | 0.003% | |
4/30/2024 | Allspring Global Investments Holdings LLC | 223,702 | $15.06M | 0.0% | +680.9% | 0.077% | |
4/29/2024 | Commonwealth Equity Services LLC | 434,932 | $29.29M | 0.0% | -0.7% | 0.150% | |
4/29/2024 | Sierra Capital LLC | 186,751 | $12.58M | 1.6% | -6.5% | 0.064% | |
4/29/2024 | Kensington Asset Management LLC | 120,411 | $8.11M | 0.4% | +96.6% | 0.041% | |
4/29/2024 | Harbor Advisory Corp MA | 172,248 | $11.60M | 3.9% | -0.6% | 0.059% | |
4/27/2024 | Millburn Ridgefield Corp | 99,023 | $6.67M | 0.2% | +6.2% | 0.034% | |
4/26/2024 | Pinnacle Associates Ltd. | 27,787 | $1.87M | 0.0% | -6.3% | 0.010% | |
4/26/2024 | Verdence Capital Advisors LLC | 4,218 | $284K | 0.0% | +26.2% | 0.001% | |
4/26/2024 | Bogart Wealth LLC | 574 | $39K | 0.0% | -67.0% | 0.000% | |
4/25/2024 | One Day In July LLC | 11,949 | $805K | 0.1% | -7.1% | 0.004% | |
4/25/2024 | Osborne Partners Capital Management LLC | 489,636 | $32.97M | 2.0% | +0.4% | 0.169% | |
4/25/2024 | GFS Advisors LLC | 149,101 | $10.04M | 1.7% | +0.9% | 0.051% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 33,974 | $2.29M | 0.0% | +7.8% | 0.012% | |
4/24/2024 | Private Trust Co. NA | 14,438 | $972K | 0.1% | +13.2% | 0.005% | |
4/24/2024 | 1900 Wealth Management LLC | 114,378 | $7.70M | 0.7% | +0.6% | 0.039% | |
4/24/2024 | Essex Financial Services Inc. | 10,016 | $674K | 0.1% | -26.2% | 0.003% | |
4/23/2024 | Charter Oak Capital Management LLC | 48,187 | $3.25M | 0.3% | -4.2% | 0.017% | |
4/23/2024 | Addis & Hill Inc | 54,908 | $3.69M | 3.1% | -0.3% | 0.019% | |
4/23/2024 | Global Retirement Partners LLC | 2,520 | $170K | 0.0% | +8.7% | 0.001% | |
4/23/2024 | Sage Mountain Advisors LLC | 8,388 | $565K | 0.1% | +539.3% | 0.003% | |
4/23/2024 | Spectrum Asset Management Inc. NB CA | 58,127 | $3.91M | 1.7% | N/A | 0.020% | |
4/23/2024 | Fifth Third Bancorp | 6,635 | $447K | 0.0% | +4.2% | 0.002% | |
4/23/2024 | Warner Financial Inc. | 3,093 | $208K | 0.1% | N/A | 0.001% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 86,230 | $5.81M | 0.0% | +17.4% | 0.030% | |
4/22/2024 | PFG Investments LLC | 10,363 | $698K | 0.0% | N/A | 0.004% | |
4/22/2024 | Raymond James & Associates | 216,392 | $14.57M | 0.0% | +8.8% | 0.074% | |
4/22/2024 | EFG Asset Management Americas Corp. | 10,852 | $731K | 0.2% | -80.0% | 0.004% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 10,624 | $715K | 0.0% | -13.6% | 0.004% | |
4/19/2024 | GenTrust LLC | 1,042,044 | $70.17M | 4.3% | -3.1% | 0.359% | |
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4/19/2024 | Willis Johnson & Associates Inc. | 1,354,626 | $91.22M | 7.9% | +9.0% | 0.466% | |
4/19/2024 | WealthBridge Investment Counsel Inc. | 115,105 | $7.75M | 2.9% | -1.5% | 0.040% | |
4/19/2024 | Kovack Advisors Inc. | 3,057 | $206K | 0.0% | -75.4% | 0.001% | |
4/19/2024 | Lake Street Private Wealth LLC | 73,542 | $4.95M | 0.7% | +6.3% | 0.025% | |
4/19/2024 | JTC Employer Solutions Trustee Ltd | 5,556 | $375K | 0.0% | -19.5% | 0.002% | |
4/18/2024 | Dixon Mitchell Investment Counsel Inc. | 2,800 | $189K | 0.0% | N/A | 0.001% | |
4/18/2024 | Quattro Financial Advisors LLC | 16,139 | $1.09M | 0.3% | +25,117.2% | 0.006% | |
4/18/2024 | Woodmont Investment Counsel LLC | 1,275 | $86K | 0.0% | N/A | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 223,702 | $15.06M | 0.0% | +680.9% | 0.077% | |
4/18/2024 | Hexagon Capital Partners LLC | 9,929 | $669K | 0.1% | -23.1% | 0.003% | |