3/18/2024 | CoreFirst Bank & Trust | 55,626 | $10.71M | 7.1% | -4.3% | 0.000% | |
3/15/2024 | Hart & Patterson Financial Group LLC | 3,921 | $0.76M | 0.4% | N/A | 0.000% | |
3/15/2024 | Skyline Advisors Inc. | 26,020 | $5.01M | 2.4% | N/A | 0.000% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 23,807 | $4.58M | 3.2% | N/A | 0.000% | |
3/15/2024 | Cape ANN Savings Bank | 40,316 | $7.43M | 4.9% | -1.7% | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 754,386 | $145.24M | 3.9% | -3.0% | 0.005% | |
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3/15/2024 | VanderPol Investments L.L.C. | 3,392 | $0.65M | 2.2% | N/A | 0.000% | |
3/14/2024 | Walden Wealth Partners LLC | 36,698 | $7.07M | 4.4% | N/A | 0.000% | |
3/14/2024 | Ables Iannone Moore & Associates Inc. | 111,343 | $21.44M | 16.4% | N/A | 0.001% | |
3/14/2024 | Leo Wealth LLC | 149,181 | $27.11M | 2.8% | N/A | 0.001% | |
3/14/2024 | Yeomans Consulting Group Inc. | 8,895 | $1.71M | 0.9% | N/A | 0.000% | |
3/14/2024 | Muirfield Wealth Advisors LLC | 10,168 | $1.96M | 2.1% | N/A | 0.000% | |
3/14/2024 | Golden Road Advisors LLC | 8,182 | $1.58M | 1.5% | N/A | 0.000% | |
3/13/2024 | MONECO Advisors LLC | 102,705 | $19.77M | 3.8% | +8.3% | 0.001% | |
3/13/2024 | Sivia Capital Partners LLC | 39,552 | $7.62M | 4.2% | N/A | 0.000% | |
3/12/2024 | Rovin Capital UT ADV | 21,628 | $4.16M | 1.9% | +3.4% | 0.000% | |
3/12/2024 | Spartan Planning & Wealth Management | 23,808 | $4.58M | 4.9% | +187.5% | 0.000% | |
3/12/2024 | Cove Private Wealth LLC | 52,031 | $10.02M | 9.5% | N/A | 0.000% | |
3/11/2024 | Vanguard Group Inc. | 1,318,064,349 | $253.77B | 5.5% | +1.4% | 8.536% | |
3/11/2024 | Wahed Invest LLC | 251,119 | $48.35M | 12.5% | +7.0% | 0.002% | |
3/11/2024 | Red Mountain Financial LLC | 21,729 | $4.18M | 6.5% | N/A | 0.000% | |
3/8/2024 | SWP Financial LLC | 34,533 | $6.65M | 5.2% | N/A | 0.000% | |
3/8/2024 | Trust Co. of Vermont | 522,030 | $100.51M | 6.7% | -8.1% | 0.003% | |
3/8/2024 | ICA Group Wealth Management LLC | 69,379 | $13.36M | 3.0% | +21.3% | 0.000% | |
3/7/2024 | Objective Capital Management LLC | 37,473 | $7.22M | 5.5% | -0.5% | 0.000% | |
3/6/2024 | SageView Advisory Group LLC | 187,265 | $35.21M | 1.2% | +28.4% | 0.001% | |
3/6/2024 | Willner & Heller LLC | 20,679 | $3.98M | 4.4% | N/A | 0.000% | |
3/5/2024 | Fisher Asset Management LLC | 54,702,300 | $10.53B | 5.2% | +2.0% | 0.354% | |
3/5/2024 | Gerber LLC | 29,992 | $5.77M | 5.2% | N/A | 0.000% | |
3/5/2024 | Stonebridge Capital Management Inc. | 95,838 | $18.45M | 9.0% | -0.7% | 0.001% | |
3/5/2024 | True Vision MN LLC | 2,212 | $0.43M | 0.3% | N/A | 0.000% | |
3/5/2024 | JRM Investment Counsel LLC | 16,545 | $3.19M | 0.0% | -2.2% | 0.000% | |
3/5/2024 | Greenwood Capital Associates LLC | 157,756 | $30.37M | 3.9% | +2.2% | 0.001% | |
3/5/2024 | Slagle Financial LLC | 86,334 | $16.62M | 2.0% | +95.7% | 0.001% | |
3/5/2024 | Wellington Management Group LLP | 60,651,275 | $11.68B | 2.2% | +3.6% | 0.393% | |
3/5/2024 | Twin Focus Capital Partners LLC | 61,626 | $11.87M | 1.2% | -1.1% | 0.000% | |
3/5/2024 | CCM Investment Advisers LLC | 132,297 | $25.47M | 3.1% | -0.8% | 0.001% | |
3/5/2024 | Processus Wealth & Capital Management LLC | 36,945 | $7.11M | 7.1% | N/A | 0.000% | |
3/4/2024 | Tucker Asset Management LLC | 15,918 | $3.07M | 0.8% | -2.6% | 0.000% | |
3/4/2024 | Congress Asset Management Co. MA | 1,379,317 | $265.56M | 2.1% | +0.1% | 0.009% | |
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3/4/2024 | Richardson Financial Services Inc. | 25,937 | $4.99M | 4.4% | N/A | 0.000% | |
3/4/2024 | Fortis Group Advisors LLC | 63,159 | $12.16M | 3.0% | +6.9% | 0.000% | |
3/4/2024 | Northwest Bank & Trust Co | 103,458 | $19.92M | 18.0% | N/A | 0.001% | |
3/4/2024 | Vima LLC | 11,282 | $2.17M | 4.9% | N/A | 0.000% | |
3/1/2024 | A.P. Gilfoyle & Co. L.P. | 218 | $39K | 7.2% | N/A | 0.000% | |
3/1/2024 | Shorepath Capital Management LLC | 34,312 | $6.61M | 5.9% | N/A | 0.000% | |
3/1/2024 | Creekmur Asset Management LLC | 24,313 | $4.68M | 1.5% | N/A | 0.000% | |
3/1/2024 | Transcendent Capital Group LLC | 51,441 | $9.90M | 6.6% | N/A | 0.000% | |
3/1/2024 | ARK & TLK Investments LLC | 8,208 | $1.58M | 0.5% | N/A | 0.000% | |
3/1/2024 | Pineridge Advisors LLC | 10,618 | $2.04M | 0.7% | N/A | 0.000% | |
3/1/2024 | Thomas Story & Son LLC | 53,866 | $10.37M | 4.9% | -8.1% | 0.000% | |
2/29/2024 | Acima Private Wealth LLC | 43,840 | $8.44M | 3.3% | -11.3% | 0.000% | |
2/28/2024 | Forthright Family Wealth Advisory LLC | 12,827 | $2.47M | 1.9% | N/A | 0.000% | |
2/28/2024 | American International Group Inc. | 4,306,680 | $829.17M | 3.4% | -1.4% | 0.028% | |
2/28/2024 | University of Texas Texas AM Investment Managment Co. | 424 | $82K | 0.0% | +657.1% | 0.000% | |
2/28/2024 | EP Wealth Advisors LLC | 1,786,660 | $343.99M | 4.4% | +5.6% | 0.012% | |
2/28/2024 | Abel Hall LLC | 17,113 | $3.30M | 2.8% | N/A | 0.000% | |
2/27/2024 | Beaird Harris Wealth Management LLC | 22,706 | $4.37M | 0.5% | +10.9% | 0.000% | |
2/27/2024 | Lazari Capital Management Inc. | 156,653 | $30.16M | 17.3% | -12.6% | 0.001% | |
2/27/2024 | Counterweight Ventures LLC | 29,569 | $5.69M | 5.2% | N/A | 0.000% | |
2/27/2024 | ARQ Wealth Advisors LLC | 9,120 | $1.76M | 1.0% | +5.3% | 0.000% | |
2/26/2024 | Syon Capital LLC | 134,977 | $25.99M | 2.3% | +28.5% | 0.001% | |
2/26/2024 | Great Oak Capital Partners LLC | 4,920 | $0.95M | 0.5% | N/A | 0.000% | |
2/26/2024 | Centaurus Financial Inc. | 143,713 | $27.67M | 2.1% | -3.7% | 0.001% | |
2/26/2024 | Krane Funds Advisors LLC | 6,821 | $1.31M | 0.1% | -42.1% | 0.000% | |
2/26/2024 | Virtu Financial LLC | 26,380 | $5.08M | 0.4% | N/A | 0.000% | |
2/26/2024 | Teachers Retirement System of The State of Kentucky | 2,049,526 | $394.60M | 3.7% | -4.3% | 0.013% | |
2/26/2024 | Neo Ivy Capital Management | 5,139 | $0.99M | 2.2% | -71.8% | 0.000% | |
2/23/2024 | Cim LLC | 108,632 | $20.03M | 3.4% | N/A | 0.001% | |
2/23/2024 | Cardinal Capital Management Inc. | 1,325 | $0.26M | 0.0% | -7.7% | 0.000% | |
2/23/2024 | Regal Wealth Group Inc. | 6,333 | $1.15M | 0.7% | -8.0% | 0.000% | |
2/23/2024 | TKG Advisors LLC | 3,080 | $0.59M | 0.4% | -18.0% | 0.000% | |
2/23/2024 | Chicago Partners Investment Group LLC | 229,266 | $44.59M | 2.1% | -0.5% | 0.001% | |
2/23/2024 | Beacon Financial Group | 46,211 | $8.90M | 1.1% | -17.4% | 0.000% | |
2/23/2024 | Gordian Capital Singapore Pte Ltd | 33,479 | $6.45M | 5.8% | +3.4% | 0.000% | |
2/22/2024 | Peterson Wealth Management | 11,444 | $2.20M | 2.0% | +11.2% | 0.000% | |
2/22/2024 | Kampmann Melissa S. | 31,107 | $5.99M | 5.1% | -2.4% | 0.000% | |
2/22/2024 | Sierra Summit Advisors LLC | 120,669 | $23.23M | 6.8% | N/A | 0.001% | |
2/22/2024 | Auxier Asset Management | 29,013 | $5.59M | 0.9% | -1.6% | 0.000% | |
2/22/2024 | Landmark Wealth Management Inc. | 29,583 | $5.70M | 58.8% | N/A | 0.000% | |
2/22/2024 | Scarborough Advisors LLC | 107,307 | $20.66M | 0.9% | +521.4% | 0.001% | |
2/22/2024 | Proathlete Wealth Management LLC | 3,786 | $0.73M | 0.4% | N/A | 0.000% | |
2/22/2024 | Napa Wealth Management | 9,385 | $1.81M | 1.0% | N/A | 0.000% | |
2/21/2024 | Raleigh Capital Management Inc. | 15,511 | $2.99M | 1.4% | +11.8% | 0.000% | |
2/21/2024 | Wealth Forward LLC | 11,849 | $2.28M | 1.9% | N/A | 0.000% | |
2/21/2024 | WNY Asset Management LLC | 64,533 | $12.43M | 2.1% | +5.3% | 0.000% | |
2/21/2024 | Chelsea Counsel Co. | 114,001 | $21.95M | 11.6% | -5.2% | 0.001% | |
2/21/2024 | Garde Capital Inc. | 120,690 | $23.24M | 1.8% | +4.7% | 0.001% | |
2/21/2024 | Austin Wealth Management LLC | 18,496 | $3.37M | 0.9% | +2.5% | 0.000% | |
2/21/2024 | American Trust | 62,774 | $12.09M | 0.9% | -0.8% | 0.000% | |
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2/21/2024 | Novak & Powell Financial Services Inc. | 41,396 | $7.96M | 5.3% | N/A | 0.000% | |
2/20/2024 | GLOBALT Investments LLC GA | 199,482 | $38.41M | 1.6% | N/A | 0.001% | |
2/20/2024 | Able Wealth Management LLC | 10,891 | $2.10M | 1.9% | N/A | 0.000% | |
2/20/2024 | Vancity Investment Management Ltd | 196,604 | $37.85M | 5.5% | -25.5% | 0.001% | |
2/20/2024 | Clarity Capital Partners LLC | 30,869 | $5.94M | 4.2% | N/A | 0.000% | |
2/20/2024 | Birmingham Capital Management Co. Inc. AL | 19,817 | $3.82M | 1.5% | -0.4% | 0.000% | |
2/20/2024 | Prospect Financial Services LLC | 50,652 | $9.75M | 9.8% | N/A | 0.000% | |
2/20/2024 | Sunpointe LLC | 24,838 | $4.78M | 6.1% | N/A | 0.000% | |
2/20/2024 | Pacific Center for Financial Services | 30,350 | $5.84M | 1.8% | -1.4% | 0.000% | |
2/20/2024 | Voisard Asset Management Group Inc. | 7,850 | $1.51M | 0.9% | N/A | 0.000% | |