5/15/2024 | Mount Yale Investment Advisors LLC | 176,424 | $7.43M | 0.6% | +23.9% | 0.019% | |
5/15/2024 | Talisman Wealth Advisors LLC | 11,970 | $504K | 0.6% | +7.5% | 0.001% | |
5/15/2024 | Manhattan West Asset Management LLC | 18,203 | $767K | 0.2% | -9.3% | 0.002% | |
5/15/2024 | Price T Rowe Associates Inc. MD | 5,185 | $219K | 0.0% | N/A | 0.001% | |
5/15/2024 | Absolute Gestao de Investimentos Ltda. | 450,000 | $18.95M | 5.8% | N/A | 0.048% | |
5/15/2024 | Kestra Advisory Services LLC | 455,030 | $19.17M | 0.1% | +10.0% | 0.049% | |
|
5/15/2024 | LRI Investments LLC | 2,364 | $98K | 0.0% | N/A | 0.000% | |
5/15/2024 | 1832 Asset Management L.P. | 286,754 | $12.08M | 0.0% | -41.2% | 0.031% | |
5/15/2024 | Guardian Capital Advisors LP | 210,080 | $8.34M | 0.9% | N/A | 0.023% | |
5/14/2024 | Canada Pension Plan Investment Board | 3,000,000 | $126.36M | 0.1% | -57.1% | 0.322% | |
5/14/2024 | Toronto Dominion Bank | 1,821,095 | $76.71M | 0.1% | -72.6% | 0.195% | |
5/14/2024 | Axxcess Wealth Management LLC | 15,505 | $653K | 0.0% | -14.3% | 0.002% | |
5/14/2024 | EP Wealth Advisors LLC | 238,067 | $10.03M | 0.1% | -18.2% | 0.026% | |
5/14/2024 | OLD Mission Capital LLC | 155,497 | $6.55M | 0.1% | -40.3% | 0.017% | |
5/14/2024 | Wellington Wealth Strategies LLC. | 5,105 | $215K | 0.1% | -65.3% | 0.001% | |
5/14/2024 | Freestone Capital Holdings LLC | 15,241 | $642K | 0.0% | +24.1% | 0.002% | |
5/14/2024 | CreativeOne Wealth LLC | 50,538 | $2.13M | 0.1% | +276.6% | 0.005% | |
5/14/2024 | Northwest Wealth Management LLC | 10,339 | $435K | 0.1% | N/A | 0.001% | |
5/14/2024 | Crewe Advisors LLC | 8,110 | $342K | 0.0% | -57.0% | 0.001% | |
5/14/2024 | Natixis | 1,001,511 | $42.18M | 0.2% | -1.2% | 0.107% | |
5/14/2024 | Healthcare of Ontario Pension Plan Trust Fund | 7,449,000 | $313.75M | 1.1% | -6.9% | 0.799% | |
5/14/2024 | Oxford Financial Group LTD. LLC | 11,777 | $496K | 0.0% | -10.4% | 0.001% | |
5/14/2024 | Vaughan David Investments LLC IL | 144,180 | $6.07M | 0.2% | +1.4% | 0.015% | |
5/14/2024 | National Bank of Canada FI | 13,491,011 | $564.33M | 0.9% | -34.8% | 1.447% | |
5/14/2024 | Lake Street Advisors Group LLC | 8,469 | $357K | 0.0% | N/A | 0.001% | |
5/13/2024 | Atlanta Consulting Group Advisors LLC | 3,721 | $157K | 0.1% | N/A | 0.000% | |
5/13/2024 | Hilltop Partners LLC | 5,751 | $242K | 0.1% | -5.3% | 0.001% | |
5/13/2024 | Clearbridge Investments LLC | 20,180 | $850K | 0.0% | N/A | 0.002% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 22,764 | $959K | 0.0% | +5.0% | 0.002% | |
5/13/2024 | Ameritas Investment Partners Inc. | 108,968 | $4.59M | 0.2% | +17.3% | 0.012% | |
5/13/2024 | Alerus Financial NA | 34,607 | $1.46M | 0.1% | N/A | 0.004% | |
5/13/2024 | Rockport Wealth LLC | 6,831 | $288K | 0.1% | N/A | 0.001% | |
5/11/2024 | Spreng Capital Management Inc. | 27,040 | $1.14M | 0.6% | -9.3% | 0.003% | |
5/11/2024 | Covestor Ltd | 1,224 | $52K | 0.0% | +39.2% | 0.000% | |
5/11/2024 | Beaumont Financial Advisors LLC | 17,663 | $744K | 0.1% | -15.6% | 0.002% | |
5/11/2024 | Ironwood Investment Counsel LLC | 6,733 | $284K | 0.0% | -6.7% | 0.001% | |
5/11/2024 | Jacobi Capital Management LLC | 44,305 | $1.87M | 0.2% | +34.2% | 0.005% | |
5/11/2024 | Patten & Patten Inc. TN | 31,435 | $1.32M | 0.1% | +17.4% | 0.003% | |
5/10/2024 | Osaic Holdings Inc. | 2,534,200 | $106.73M | 0.2% | -6.7% | 0.272% | |
5/10/2024 | TIAA Trust National Association | 87,415 | $3.68M | 0.0% | -0.8% | 0.009% | |
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5/10/2024 | Cornerstone Advisors LLC | 175,500 | $7.39M | 0.3% | N/A | 0.019% | |
5/10/2024 | JPMorgan Chase & Co. | 144,130,208 | $6.07B | 0.5% | +18.8% | 15.460% | |
5/10/2024 | Towercrest Capital Management | 5,411 | $228K | 0.0% | -4.6% | 0.001% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 15,130 | $637K | 0.2% | -12.9% | 0.002% | |
5/10/2024 | Poehling Capital Management INC. | 61,249 | $2.58M | 0.7% | -2.1% | 0.007% | |
5/10/2024 | Banco Santander S.A. | 260,298 | $10.96M | 0.1% | -26.9% | 0.028% | |
5/10/2024 | Tocqueville Asset Management L.P. | 415,926 | $17.52M | 0.3% | -12.6% | 0.045% | |
5/10/2024 | J.Safra Asset Management Corp | 1,407,141 | $59.27M | 6.7% | -25.6% | 0.151% | |
5/10/2024 | TCTC Holdings LLC | 66,894 | $2.82M | 0.1% | -7.6% | 0.007% | |
5/10/2024 | Wintrust Investments LLC | 38,730 | $1.63M | 0.1% | +1.9% | 0.004% | |
5/10/2024 | Nwam LLC | 89,509 | $3.69M | 0.3% | +8.5% | 0.010% | |
5/10/2024 | Banco BTG Pactual S.A. | 107,262 | $4.52M | 0.8% | +42.4% | 0.012% | |
5/10/2024 | Twin Tree Management LP | 2,084,997 | $87.82M | 0.2% | +338.3% | 0.224% | |
5/10/2024 | Gratus Wealth Advisors LLC | 12,972 | $517K | 0.1% | -6.1% | 0.001% | |
5/9/2024 | Corrado Advisors LLC | 57,542 | $2.42M | 1.6% | -0.6% | 0.006% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 147,390 | $6.21M | 0.4% | +3.1% | 0.016% | |
5/9/2024 | Brighton Jones LLC | 51,461 | $2.17M | 0.1% | +5.8% | 0.006% | |
5/9/2024 | ProVise Management Group LLC | 9,623 | $405K | 0.0% | -87.5% | 0.001% | |
5/9/2024 | Private Portfolio Partners LLC | 14,197 | $598K | 0.1% | -6.2% | 0.002% | |
5/9/2024 | Orion Portfolio Solutions LLC | 67,806 | $2.86M | 0.0% | +10.5% | 0.007% | |
5/9/2024 | Blair William & Co. IL | 458,574 | $19.32M | 0.1% | +1.0% | 0.049% | |
5/9/2024 | Midwest Professional Planners LTD. | 66,409 | $2.80M | 1.0% | -8.3% | 0.007% | |
5/9/2024 | Kingsview Wealth Management LLC | 206,732 | $8.71M | 0.2% | +7.1% | 0.022% | |
5/9/2024 | Condor Capital Management | 13,497 | $568K | 0.1% | -2.4% | 0.001% | |
5/9/2024 | JBR Co Financial Management Inc | 25,365 | $1.07M | 0.9% | +8.6% | 0.003% | |
5/9/2024 | Ledyard National Bank | 178,846 | $7.53M | 0.7% | -3.5% | 0.019% | |
5/9/2024 | Interchange Capital Partners LLC | 9,944 | $425K | 0.3% | +11.6% | 0.001% | |
5/9/2024 | TD Asset Management Inc | 4,475,858 | $188.52M | 0.2% | +32.7% | 0.480% | |
5/9/2024 | Pettyjohn Wood & White Inc. | 12,305 | $518K | 0.1% | +5.6% | 0.001% | |
5/9/2024 | Koshinski Asset Management Inc. | 13,091 | $551K | 0.1% | -26.7% | 0.001% | |
5/8/2024 | Camarda Financial Advisors LLC | 329,783 | $13.89M | 5.6% | -2.6% | 0.035% | |
5/8/2024 | Private Wealth Advisors LLC | 138,996 | $5.86M | 2.4% | -6.3% | 0.015% | |
5/8/2024 | Financial & Tax Architects LLC | 17,011 | $717K | 0.2% | -9.8% | 0.002% | |
5/8/2024 | Advisors Preferred LLC | 1,407,442 | $58.96M | 9.9% | -9.3% | 0.151% | |
5/8/2024 | Bleakley Financial Group LLC | 33,804 | $1.42M | 0.0% | -4.0% | 0.004% | |
5/8/2024 | Focused Wealth Management Inc | 422,543 | $17.80M | 2.7% | +4.9% | 0.045% | |
5/8/2024 | Avantax Advisory Services Inc. | 464,587 | $19.57M | 0.2% | +18.9% | 0.050% | |
5/8/2024 | US Bancorp DE | 1,163,316 | $49.00M | 0.1% | -0.7% | 0.125% | |
5/8/2024 | SP Asset Management LLC | 32,056 | $1.35M | 0.1% | -0.8% | 0.003% | |
5/8/2024 | QRG Capital Management Inc. | 19,202 | $809K | 0.0% | +15.4% | 0.002% | |
5/7/2024 | Verus Capital Partners LLC | 4,957 | $209K | 0.0% | N/A | 0.001% | |
5/7/2024 | Choate Investment Advisors | 12,410 | $523K | 0.0% | +2.5% | 0.001% | |
5/7/2024 | Fiduciary Family Office LLC | 15,080 | $635K | 0.2% | N/A | 0.002% | |
5/7/2024 | WNY Asset Management LLC | 15,405 | $649K | 0.1% | -37.5% | 0.002% | |
5/7/2024 | Abbrea Capital LLC | 34,244 | $1.44M | 0.2% | +1.1% | 0.004% | |
5/7/2024 | Stonebrook Private Inc. | 7,397 | $312K | 0.1% | +9.2% | 0.001% | |
5/7/2024 | Concurrent Investment Advisors LLC | 159,201 | $6.71M | 0.3% | +11.3% | 0.017% | |
5/7/2024 | RPG Investment Advisory LLC | 12,292 | $518K | 0.1% | -18.7% | 0.001% | |
5/7/2024 | Atomi Financial Group Inc. | 13,208 | $556K | 0.1% | -24.8% | 0.001% | |
5/7/2024 | Montag A & Associates Inc. | 35,384 | $1.49M | 0.1% | +1.6% | 0.004% | |
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5/7/2024 | WealthPLAN Partners LLC | 33,748 | $1.42M | 0.1% | -4.0% | 0.004% | |
5/7/2024 | Susquehanna International Group Ltd. | 27,174 | $1.15M | 0.3% | +1.8% | 0.003% | |
5/7/2024 | KCM Investment Advisors LLC | 853,366 | $35.94M | 1.3% | +8.9% | 0.092% | |
5/7/2024 | NTV Asset Management LLC | 148,825 | $6.27M | 1.0% | +5.9% | 0.016% | |
5/7/2024 | Highland Capital Management LLC | 54,474 | $2.29M | 0.1% | +22.7% | 0.006% | |
5/7/2024 | Capital Wealth Planning LLC | 33,503 | $1.41M | 0.0% | N/A | 0.004% | |
5/7/2024 | Nelson Capital Management LLC | 51,600 | $2.17M | 0.4% | +5.7% | 0.006% | |
5/7/2024 | Aull & Monroe Investment Management Corp | 6,229 | $262K | 0.1% | N/A | 0.001% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 226,627 | $9.55M | 0.1% | +56.1% | 0.024% | |
5/7/2024 | PFG Advisors | 9,285 | $391K | 0.0% | +15.8% | 0.001% | |