4/23/2024 | Sapient Capital LLC | 10,248 | $609K | 0.0% | -23.6% | 0.008% | |
4/17/2024 | Municipal Employees Retirement System of Michigan | 2,697,749 | $160.25M | 2.1% | +19.0% | 2.059% | |
3/22/2024 | Cooksen Wealth LLC | 3,375 | $191K | 0.2% | N/A | 0.003% | |
2/26/2024 | Syon Capital LLC | 4,037 | $228K | 0.0% | N/A | 0.003% | |
2/13/2024 | CIBC Private Wealth Group LLC | 12,255 | $694K | 0.0% | N/A | 0.010% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 105,346 | $5.96M | 0.5% | +17.0% | 0.085% | |
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2/9/2024 | Seven Mile Advisory | 4,640 | $263K | 0.2% | +8.1% | 0.004% | |
2/8/2024 | Beacon Pointe Advisors LLC | 46,137 | $2.61M | 0.0% | N/A | 0.037% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 23,758 | $1.34M | 0.0% | N/A | 0.019% | |
2/7/2024 | Principal Securities Inc. | 861 | $49K | 0.0% | N/A | 0.001% | |
2/7/2024 | Wealthspire Advisors LLC | 53,271 | $3.02M | 0.0% | +32.1% | 0.043% | |
2/6/2024 | Lincoln National Corp | 14,864 | $841K | 0.0% | +21.4% | 0.012% | |
2/6/2024 | Sapient Capital LLC | 13,422 | $760K | 0.0% | N/A | 0.011% | |
2/5/2024 | Brandywine Oak Private Wealth LLC | 39,706 | $2.25M | 0.2% | -4.2% | 0.032% | |
2/5/2024 | Kestra Private Wealth Services LLC | 4,951 | $280K | 0.0% | +25.2% | 0.004% | |
2/2/2024 | Syon Capital LLC | 4,037 | $228K | 0.0% | N/A | 0.003% | |
2/2/2024 | Atria Wealth Solutions Inc. | 17,856 | $1.01M | 0.0% | +26.6% | 0.014% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 1,672 | $95K | 0.1% | N/A | 0.001% | |
1/31/2024 | Colton Groome Financial Advisors LLC | 4,905 | $278K | 0.1% | N/A | 0.004% | |
1/31/2024 | AIA Group Ltd | 97,170 | $5.50M | 0.2% | -29.8% | 0.079% | |
1/29/2024 | Sapient Capital LLC | 13,422 | $760K | 0.0% | N/A | 0.011% | |
1/26/2024 | Turtle Creek Wealth Advisors LLC | 2,556 | $145K | 0.0% | N/A | 0.002% | |
1/25/2024 | International Assets Investment Management LLC | 6,115 | $346K | 0.0% | N/A | 0.005% | |
1/24/2024 | Arvest Trust Co. N A | 332,012 | $18.79M | 1.1% | -0.8% | 0.269% | |
1/24/2024 | International Assets Investment Management LLC | 346,048 | $19.58M | 0.0% | N/A | 0.281% | |
1/23/2024 | Webster Bank N. A. | 462 | $26K | 0.0% | N/A | 0.000% | |
1/18/2024 | Global Retirement Partners LLC | 560 | $31K | 0.0% | N/A | 0.000% | |
1/16/2024 | Custos Family Office LLC | 7,539 | $427K | 0.2% | -7.2% | 0.006% | |
1/3/2024 | Massmutual Trust Co. FSB ADV | 1,861 | $105K | 0.0% | -57.3% | 0.002% | |
11/15/2023 | JPMorgan Chase & Co. | 85,377,387 | $4.34B | 0.5% | -29.8% | 69.216% | |
11/15/2023 | Lake Street Advisors Group LLC | 51,913 | $2.64M | 0.2% | -14.7% | 0.042% | |
11/14/2023 | Seven Mile Advisory | 4,292 | $218K | 0.2% | N/A | 0.003% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 1,642 | $83K | 0.0% | +21.2% | 0.001% | |
11/14/2023 | Operose Advisors LLC | 3,839 | $195K | 0.1% | N/A | 0.003% | |
11/14/2023 | PGIM Custom Harvest LLC | 63,885 | $3.25M | 0.1% | -10.8% | 0.052% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 2,078 | $106K | 0.0% | N/A | 0.002% | |
11/13/2023 | LPL Financial LLC | 75,616 | $3.84M | 0.0% | -11.9% | 0.061% | |
11/13/2023 | PNC Financial Services Group Inc. | 4,554 | $231K | 0.0% | -34.6% | 0.004% | |
11/9/2023 | Blair William & Co. IL | 22,368 | $1.14M | 0.0% | +26.1% | 0.018% | |
11/9/2023 | UBS Group AG | 56,852 | $2.89M | 0.0% | +18.6% | 0.046% | |
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11/8/2023 | HighTower Advisors LLC | 10,836 | $552K | 0.0% | +66.8% | 0.009% | |
11/8/2023 | Atria Wealth Solutions Inc. | 14,106 | $717K | 0.0% | -3.7% | 0.011% | |
11/8/2023 | Dorsey & Whitney Trust CO LLC | 90,060 | $4.58M | 0.4% | +1.5% | 0.073% | |
11/8/2023 | Kestra Private Wealth Services LLC | 3,956 | $201K | 0.0% | -5.9% | 0.003% | |
11/7/2023 | Merit Financial Group LLC | 45,997 | $2.34M | 0.1% | +11.2% | 0.037% | |
11/6/2023 | Lincoln National Corp | 12,247 | $623K | 0.0% | +15.1% | 0.010% | |
11/1/2023 | Orion Portfolio Solutions LLC | 10,695 | $544K | 0.0% | -40.7% | 0.009% | |
10/31/2023 | Fifth Third Bancorp | 2,621 | $133K | 0.0% | +54.0% | 0.002% | |
10/24/2023 | Arlington Trust Co LLC | 5,529 | $281K | 0.1% | N/A | 0.004% | |
10/24/2023 | FSC Wealth Advisors LLC | 763 | $39K | 0.0% | N/A | 0.001% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 13,636 | $693K | 0.0% | -11.1% | 0.011% | |
10/23/2023 | Chevy Chase Trust Holdings LLC | 11,219 | $570K | 0.0% | -21.1% | 0.009% | |
10/17/2023 | Meridian Wealth Management LLC | 4,713 | $240K | 0.0% | +21.4% | 0.004% | |
10/17/2023 | Impact Partnership Wealth LLC | 849 | $43K | 0.0% | N/A | 0.001% | |
10/11/2023 | CWM LLC | 3,128 | $159K | 0.0% | -17.6% | 0.003% | |
10/4/2023 | Massmutual Trust Co. FSB ADV | 4,356 | $221K | 0.0% | N/A | 0.004% | |
8/14/2023 | Innealta Capital LLC | 18,218 | $986K | 0.4% | N/A | 0.015% | |
8/14/2023 | Prelude Capital Management LLC | 4,610 | $249K | 0.0% | -45.0% | 0.004% | |
8/11/2023 | Kayne Anderson Rudnick Investment Management LLC | 492 | $27K | 0.0% | N/A | 0.000% | |
8/11/2023 | JPMorgan Chase & Co. | 121,583,864 | $6.58B | 0.7% | -21.1% | 98.568% | |
8/10/2023 | Lake Street Advisors Group LLC | 60,876 | $3.30M | 0.2% | -7.2% | 0.049% | |
8/10/2023 | US Bancorp DE | 3,679 | $199K | 0.0% | +122.3% | 0.003% | |
8/9/2023 | Spire Wealth Management | 916 | $50K | 0.0% | -30.3% | 0.001% | |
8/9/2023 | Flow Traders U.S. LLC | 144,640 | $7.83M | 0.3% | +208.6% | 0.117% | |
8/9/2023 | Coastal Investment Advisors Inc. | 1,343 | $73K | 0.0% | N/A | 0.001% | |
8/8/2023 | Kestra Private Wealth Services LLC | 4,204 | $228K | 0.0% | N/A | 0.003% | |
8/7/2023 | Lincoln National Corp | 10,636 | $576K | 0.0% | N/A | 0.009% | |
8/4/2023 | Envestnet Asset Management Inc. | 22,482 | $1.22M | 0.0% | -36.4% | 0.018% | |
8/4/2023 | Custos Family Office LLC | 8,080 | $437K | 0.3% | N/A | 0.007% | |
8/3/2023 | Atria Wealth Solutions Inc. | 14,644 | $793K | 0.0% | -9.3% | 0.012% | |
8/3/2023 | Municipal Employees Retirement System of Michigan | 1,873,009 | $101.37M | 1.4% | N/A | 1.518% | |
8/3/2023 | CWM LLC | 3,798 | $206K | 0.0% | +120.7% | 0.003% | |
8/2/2023 | Meridian Wealth Management LLC | 3,882 | $210K | 0.0% | N/A | 0.002% | |
8/1/2023 | Merit Financial Group LLC | 41,375 | $2.24M | 0.1% | N/A | 0.024% | |
7/31/2023 | LPL Financial LLC | 85,789 | $4.64M | 0.0% | +3.9% | 0.050% | |
7/28/2023 | First Republic Investment Management Inc. | 9,433 | $511K | 0.0% | -9.7% | 0.005% | |
7/28/2023 | Crewe Advisors LLC | 2,665 | $144K | 0.0% | -83.0% | 0.002% | |
7/27/2023 | Continuum Wealth Advisors LLC | 26,674 | $1.44M | 1.0% | -88.5% | 0.015% | |
7/26/2023 | Arlington Partners LLC | 5,529 | $299K | 0.0% | N/A | 0.003% | |
7/26/2023 | Fifth Third Bancorp | 1,702 | $92K | 0.0% | -28.6% | 0.001% | |
7/25/2023 | Chevy Chase Trust Holdings LLC | 14,225 | $770K | 0.0% | -21.0% | 0.008% | |
7/20/2023 | Naviter Wealth LLC | 7,105 | $385K | 0.1% | N/A | 0.004% | |
7/20/2023 | Tiedemann Advisors LLC | 3,772 | $204K | 0.0% | N/A | 0.002% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 15,343 | $830K | 0.0% | +37.2% | 0.009% | |
7/12/2023 | Howard Financial Services LTD. | 6,051 | $327K | 0.1% | -20.7% | 0.003% | |
7/11/2023 | Mechanics Bank Trust Department | 8,523 | $461K | 0.1% | N/A | 0.005% | |
6/1/2023 | Prelude Capital Management LLC | 8,380 | $447K | 0.0% | N/A | 0.005% | |
5/18/2023 | JPMorgan Chase & Co. | 154,023,936 | $8.22B | 1.0% | +212.8% | 89.031% | |
5/16/2023 | Aspen Grove Capital LLC | 14,247 | $761K | 0.3% | N/A | 0.008% | |
5/15/2023 | PGIM Custom Harvest LLC | 72,179 | $3.85M | 0.2% | -2.1% | 0.042% | |
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5/15/2023 | Matrix Private Capital Group LLC | 1,579 | $84K | 0.1% | N/A | 0.001% | |
5/15/2023 | Flow Traders U.S. LLC | 46,874 | $2.50M | 0.1% | -98.0% | 0.027% | |
5/12/2023 | OLD Mission Capital LLC | 344,064 | $18.37M | 0.4% | +138.0% | 0.199% | |
5/12/2023 | Crewe Advisors LLC | 15,666 | $836K | 0.1% | +5,495.0% | 0.009% | |
5/11/2023 | Icon Wealth Partners LLC | 13,078 | $698K | 0.1% | N/A | 0.008% | |
5/10/2023 | Brandywine Oak Private Wealth LLC | 43,877 | $2.34M | 0.3% | -1.3% | 0.025% | |
5/10/2023 | LPL Financial LLC | 82,582 | $4.41M | 0.0% | +23.9% | 0.048% | |
5/9/2023 | Spire Wealth Management | 1,315 | $70K | 0.0% | +43.6% | 0.001% | |
5/9/2023 | Wealthspire Advisors LLC | 40,466 | $2.16M | 0.0% | -1.1% | 0.023% | |
5/9/2023 | US Bancorp DE | 1,655 | $88K | 0.0% | +37.9% | 0.001% | |