6/1/2023 | ORG Partners LLC | 54,164 | $8.98M | 2.2% | N/A | 0.000% | |
6/1/2023 | Ontario Teachers Pension Plan Board | 2,755 | $0.45M | 0.0% | N/A | 0.000% | |
6/1/2023 | Golden State Equity Partners | 35,812 | $5.91M | 3.2% | N/A | 0.000% | |
6/1/2023 | Searle & CO. | 125,013 | $21.21M | 6.9% | -0.2% | 0.001% | |
6/1/2023 | Kennedy Investment Group | 61,319 | $10.11M | 6.2% | -0.6% | 0.000% | |
5/31/2023 | Coastline Trust Co | 120,605 | $19.89M | 2.9% | -4.9% | 0.001% | |
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5/30/2023 | BKA Wealth Consulting Inc. | 10,258 | $1.69M | 0.7% | -22.5% | 0.000% | |
5/26/2023 | Fortis Group Advisors LLC | 55,003 | $9.33M | 2.8% | N/A | 0.000% | |
5/26/2023 | Sheets Smith Wealth Management | 79,283 | $13.07M | 2.0% | -2.1% | 0.001% | |
5/26/2023 | Alterna Wealth Management Inc. | 22,103 | $3.65M | 4.6% | -17.7% | 0.000% | |
5/26/2023 | Cypress Asset Management Inc. TX | 122,026 | $20.12M | 7.0% | -1.3% | 0.001% | |
5/25/2023 | Empower Advisory Group LLC | 1,922,755 | $319.50M | 1.4% | N/A | 0.012% | |
5/25/2023 | Legato Capital Management LLC | 72,520 | $11.96M | 2.2% | -8.2% | 0.000% | |
5/25/2023 | Garde Capital Inc. | 114,144 | $18.82M | 2.1% | +10.7% | 0.001% | |
5/24/2023 | Old North State Trust LLC | 46,247 | $7.63M | 5.3% | +0.6% | 0.000% | |
5/24/2023 | Verity Asset Management Inc. | 38,996 | $6.43M | 3.8% | +98.6% | 0.000% | |
5/23/2023 | Seaport Global Advisors LLC | 9,591 | $1.58M | 5.0% | +110.1% | 0.000% | |
5/23/2023 | Mountain Pacific Investment Advisers Inc. ID | 24,302 | $4.01M | 0.3% | +0.4% | 0.000% | |
5/23/2023 | Old North State Trust LLC | 51,746 | $7.63M | 5.3% | +12.6% | 0.000% | |
5/23/2023 | Toroso Investments LLC | 575,498 | $94.90M | 3.1% | +9.7% | 0.004% | |
5/23/2023 | 3Chopt Investment Partners LLC | 44,110 | $7.27M | 3.9% | N/A | 0.000% | |
5/23/2023 | Front Row Advisors LLC | 144,567 | $23.84M | 11.4% | -1.1% | 0.001% | |
5/23/2023 | TPB Wealth Advisors | 39,274 | $6.48M | 3.5% | -0.3% | 0.000% | |
5/22/2023 | Raleigh Capital Management Inc. | 14,636 | $2.41M | 1.2% | +17.1% | 0.000% | |
5/22/2023 | Whelan Financial | 18,314 | $3.02M | 1.7% | -1.0% | 0.000% | |
5/22/2023 | Putnam Investments LLC | 17,191,768 | $2.83B | 4.5% | +1.3% | 0.109% | |
5/22/2023 | Arete Wealth Advisors LLC | 211,110 | $34.81M | 2.3% | N/A | 0.001% | |
5/22/2023 | Ameriprise Financial Inc. | 50,902,024 | $8.40B | 2.7% | -0.7% | 0.324% | |
5/22/2023 | American Trust | 70,611 | $11.64M | 0.8% | -9.6% | 0.000% | |
5/22/2023 | Prostatis Group LLC | 9,349 | $1.61M | 0.8% | +4.4% | 0.000% | |
5/22/2023 | Westover Capital Advisors LLC | 123,588 | $20.38M | 7.6% | -0.5% | 0.001% | |
5/19/2023 | Trivant Custom Portfolio Group LLC | 72,068 | $11.88M | 8.5% | N/A | 0.000% | |
5/19/2023 | Chelsea Counsel Co. | 128,539 | $21.20M | 10.3% | +0.6% | 0.001% | |
5/19/2023 | Abacus Wealth Partners LLC | 19,820 | $3.44M | 1.1% | N/A | 0.000% | |
5/19/2023 | Harvest Investment Advisors LLC | 10,713 | $1.77M | 1.6% | -0.6% | 0.000% | |
5/19/2023 | Vawter Financial Ltd. | 5,664 | $0.93M | 0.9% | +12.9% | 0.000% | |
5/19/2023 | Geo Capital Gestora de Recursos Ltd | 611 | $0.10M | 0.1% | -94.5% | 0.000% | |
5/18/2023 | SkyView Investment Advisors LLC | 32,025 | $5.28M | 1.2% | N/A | 0.000% | |
5/18/2023 | GSB Wealth Management LLC | 43,231 | $7.13M | 2.3% | -0.4% | 0.000% | |
5/18/2023 | HNP Capital LLC | 58,504 | $9.65M | 2.7% | -0.5% | 0.000% | |
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5/18/2023 | Courier Capital LLC | 306,955 | $50.62M | 5.6% | -0.8% | 0.002% | |
5/18/2023 | Titleist Asset Management LLC | 67,372 | $11.11M | 2.3% | N/A | 0.000% | |
5/18/2023 | Border to Coast Pensions Partnership Ltd | 1,410,615 | $232.61M | 6.2% | +17.4% | 0.009% | |
5/18/2023 | Manitou Investment Management Ltd. | 154,070 | $25.41M | 6.2% | -1.0% | 0.001% | |
5/18/2023 | Prudent Investors Network Inc. | 5,790 | $0.96M | 0.5% | -6.4% | 0.000% | |
5/18/2023 | Harvest Portfolios Group Inc. | 217,100 | $35.80M | 1.8% | +18.2% | 0.001% | |
5/18/2023 | Crake Asset Management LLP | 336,410 | $55.47M | 8.0% | +229.8% | 0.002% | |
5/18/2023 | Centaurus Financial Inc. | 230,976 | $38.09M | 3.0% | +5.6% | 0.001% | |
5/17/2023 | B. Riley Wealth Advisors Inc. | 886,588 | $146.20M | 3.9% | -6.9% | 0.006% | |
5/17/2023 | Boston Common Asset Management LLC | 219,072 | $36.13M | 0.8% | -19.5% | 0.001% | |
5/17/2023 | Westside Investment Management Inc. | 105,591 | $17.35M | 5.1% | -1.5% | 0.001% | |
5/17/2023 | Castellan Group | 12,854 | $2.12M | 1.4% | -68.7% | 0.000% | |
5/17/2023 | Advisory Services Network LLC | 853,247 | $140.70M | 3.9% | +13.1% | 0.005% | |
5/17/2023 | Rockefeller Capital Management L.P. | 5,459,923 | $900.34M | 3.9% | +4.4% | 0.035% | |
5/17/2023 | Wagner Wealth Management LLC | 33,532 | $5.53M | 2.5% | -0.4% | 0.000% | |
5/17/2023 | Providence Capital Advisors LLC | 15,593,974 | $94.57M | 1.7% | +16,638.6% | 0.099% | |
5/17/2023 | Chevy Chase Trust Holdings LLC | 10,588,983 | $1.75B | 6.9% | -0.5% | 0.067% | |
5/17/2023 | Apexium Financial LP | 205,034 | $33.81M | 3.3% | -1.0% | 0.001% | |
5/17/2023 | Headinvest LLC | 55,842 | $9.21M | 2.0% | -4.7% | 0.000% | |
5/17/2023 | Harvey Capital Management Inc. | 127,003 | $20.94M | 8.2% | -1.0% | 0.001% | |
5/17/2023 | Financial Enhancement Group LLC | 50,697 | $8.72M | 1.7% | -12.2% | 0.000% | |
5/17/2023 | Ilmarinen Mutual Pension Insurance Co | 785,000 | $129.45M | 1.8% | +8.3% | 0.005% | |
5/17/2023 | Thrivent Financial for Lutherans | 3,919,534 | $646.33M | 1.6% | +2.3% | 0.025% | |
5/17/2023 | Sunbelt Securities Inc. | 98,105 | $15.93M | 2.6% | -1.0% | 0.001% | |
5/17/2023 | Ashburton Jersey Ltd | 57,983 | $9.56M | 4.5% | -2.4% | 0.000% | |
5/17/2023 | D L Carlson Investment Group Inc. | 155,087 | $25.57M | 5.8% | -10.7% | 0.001% | |
5/17/2023 | Physicians Financial Services Inc. | 210,763 | $34.76M | 14.7% | +1.0% | 0.001% | |
5/17/2023 | CCM Investment Advisers LLC | 149,279 | $24.62M | 3.5% | +3.2% | 0.001% | |
5/17/2023 | Check Capital Management Inc. CA | 34,080 | $5.62M | 0.3% | -1.4% | 0.000% | |
5/17/2023 | KB Financial Partners LLC | 3,778 | $0.62M | 0.2% | N/A | 0.000% | |
5/16/2023 | Chilton Capital Management LLC | 443,884 | $73.20M | 4.2% | -3.1% | 0.003% | |
5/16/2023 | Mercer Global Advisors Inc. ADV | 3,816,963 | $629.42M | 2.9% | +6.2% | 0.024% | |
5/16/2023 | EWA LLC | 7,586 | $1.31M | 1.0% | N/A | 0.000% | |
5/16/2023 | Pacific Center for Financial Services | 30,274 | $4.99M | 1.7% | N/A | 0.000% | |
5/16/2023 | Anfield Capital Management LLC | 2,711 | $0.45M | 0.2% | +38.2% | 0.000% | |
5/16/2023 | MidWestOne Financial Group Inc. | 127,951 | $21.10M | 4.8% | +5.4% | 0.001% | |
5/16/2023 | Waverly Advisors LLC | 176,638 | $29.13M | 1.5% | +21.9% | 0.001% | |
5/16/2023 | AIMZ Investment Advisors LLC | 103,004 | $16.99M | 7.6% | -1.0% | 0.001% | |
5/16/2023 | Front Street Capital Management Inc. | 34,267 | $5.65M | 1.2% | -0.4% | 0.000% | |
5/16/2023 | M Holdings Securities Inc. | 196,140 | $32.25M | 3.3% | -6.3% | 0.001% | |
5/16/2023 | National Wealth Management Group LLC | 6,366 | $1.10M | 1.3% | N/A | 0.000% | |
5/16/2023 | IMA Wealth Inc. | 41,523 | $6.85M | 1.8% | -0.6% | 0.000% | |
5/16/2023 | Blue Edge Capital LLC | 62,596 | $10.32M | 2.2% | -0.2% | 0.000% | |
5/16/2023 | Carolinas Wealth Consulting LLC | 104,410 | $17.22M | 3.7% | +1.4% | 0.001% | |
5/16/2023 | Total Investment Management Inc. | 25,172 | $4.15M | 0.8% | +4.9% | 0.000% | |
5/16/2023 | Ancora Advisors LLC | 603,378 | $99.50M | 2.8% | -2.1% | 0.004% | |
5/16/2023 | Josh Arnold Investment Consultant LLC | 377,859 | $62.31M | 74.0% | -1.2% | 0.002% | |
5/16/2023 | Roof Eidam & Maycock ADV | 72,241 | $11.91M | 4.4% | -0.6% | 0.000% | |
5/16/2023 | Alaethes Wealth LLC | 55,247 | $9.11M | 5.3% | -9.7% | 0.000% | |
5/16/2023 | Gould Capital LLC | 29,046 | $4.79M | 3.7% | +12.0% | 0.000% | |
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5/16/2023 | Wick Capital Partners LLC | 8,289 | $1.37M | 0.8% | -15.7% | 0.000% | |
5/16/2023 | Hudson Bay Capital Management LP | 1,340,000 | $220.97M | 1.8% | +500.9% | 0.009% | |
5/16/2023 | Vertex Planning Partners LLC | 31,153 | $5.14M | 1.9% | -15.5% | 0.000% | |
5/16/2023 | Hancock Whitney Corp | 866,635 | $142.91M | 5.7% | -4.1% | 0.006% | |
5/16/2023 | Union Heritage Capital LLC | 69,500 | $11.46M | 7.0% | -2.8% | 0.000% | |
5/16/2023 | Kayne Anderson Rudnick Investment Management LLC | 201,726 | $33.27M | 0.1% | +16.0% | 0.001% | |
5/16/2023 | PCA Investment Advisory Services Inc. | 19,451 | $3.21M | 2.3% | N/A | 0.000% | |
5/16/2023 | Milestone Investment Advisors LLC | 17,443 | $2.88M | 0.9% | N/A | 0.000% | |
5/16/2023 | Aspen Investment Management Inc | 17,746 | $2.93M | 1.9% | +11.0% | 0.000% | |
5/16/2023 | Hollencrest Capital Management | 152,984 | $25.23M | 2.7% | +47.8% | 0.001% | |