6/5/2023 | EP Wealth Advisors LLC | 805,947 | $83.25M | 1.4% | N/A | 0.008% | |
6/1/2023 | ORG Partners LLC | 40,272 | $4.14M | 1.0% | N/A | 0.000% | |
6/1/2023 | Ontario Teachers Pension Plan Board | 3,615,730 | $373.47M | 3.9% | -12.5% | 0.035% | |
6/1/2023 | Golden State Equity Partners | 18,034 | $1.86M | 1.0% | N/A | 0.000% | |
6/1/2023 | Macquarie Group Ltd. | 9,203,872 | $950.55M | 1.1% | -1.0% | 0.090% | |
6/1/2023 | Kennedy Investment Group | 63,973 | $6.61M | 4.0% | +1.5% | 0.001% | |
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5/31/2023 | Coastline Trust Co | 97,544 | $10.08M | 1.5% | -10.5% | 0.001% | |
5/30/2023 | BKA Wealth Consulting Inc. | 4,592 | $0.47M | 0.2% | -13.5% | 0.000% | |
5/30/2023 | Warther Private Wealth LLC | 9,915 | $1.02M | 0.8% | -7.9% | 0.000% | |
5/26/2023 | Fortis Group Advisors LLC | 6,261 | $0.66M | 0.2% | N/A | 0.000% | |
5/26/2023 | Cravens & Co Advisors LLC | 7,390 | $0.76M | 0.7% | +1.8% | 0.000% | |
5/26/2023 | Sheets Smith Wealth Management | 74,642 | $7.71M | 1.2% | +0.7% | 0.001% | |
5/26/2023 | Cypress Asset Management Inc. TX | 64,391 | $6.65M | 2.3% | -1.9% | 0.001% | |
5/25/2023 | Empower Advisory Group LLC | 1,799,349 | $184.27M | 0.8% | N/A | 0.018% | |
5/25/2023 | Garde Capital Inc. | 108,296 | $11.19M | 1.2% | +21.5% | 0.001% | |
5/24/2023 | Verity Asset Management Inc. | 17,364 | $1.79M | 1.1% | +105.1% | 0.000% | |
5/23/2023 | Seaport Global Advisors LLC | 6,573 | $0.68M | 2.1% | +72.7% | 0.000% | |
5/23/2023 | Old North State Trust LLC | 3,099 | $0.79M | 0.5% | -59.5% | 0.000% | |
5/23/2023 | 3Chopt Investment Partners LLC | 2,564 | $0.27M | 0.1% | N/A | 0.000% | |
5/23/2023 | Front Row Advisors LLC | 18,072 | $1.87M | 0.9% | +9.9% | 0.000% | |
5/22/2023 | EMC Capital Management | 86,950 | $8.87M | 7.5% | -4.4% | 0.001% | |
5/22/2023 | Raleigh Capital Management Inc. | 6,247 | $0.65M | 0.3% | +23.3% | 0.000% | |
5/22/2023 | Whelan Financial | 4,250 | $0.44M | 0.2% | -7.8% | 0.000% | |
5/22/2023 | Putnam Investments LLC | 9,871,851 | $1.02B | 1.6% | -6.3% | 0.096% | |
5/22/2023 | Arete Wealth Advisors LLC | 121,511 | $12.55M | 0.8% | N/A | 0.001% | |
5/22/2023 | Nellore Capital Management LLC | 733,000 | $75.71M | 1.8% | +5.8% | 0.007% | |
5/22/2023 | Ameriprise Financial Inc. | 36,657,628 | $3.79B | 1.2% | +0.4% | 0.357% | |
5/22/2023 | American Trust | 49,681 | $5.13M | 0.4% | +10.0% | 0.000% | |
5/22/2023 | Prostatis Group LLC | 5,404 | $0.59M | 0.3% | -6.2% | 0.000% | |
5/22/2023 | Westover Capital Advisors LLC | 52,887 | $5.46M | 2.0% | -5.0% | 0.001% | |
5/19/2023 | AMI Investment Management Inc. | 20,274 | $2.09M | 1.0% | +1.4% | 0.000% | |
5/19/2023 | Trivant Custom Portfolio Group LLC | 25,097 | $2.59M | 1.9% | N/A | 0.000% | |
5/19/2023 | Chelsea Counsel Co. | 14,450 | $1.49M | 0.7% | -22.5% | 0.000% | |
5/19/2023 | Abacus Wealth Partners LLC | 9,312 | $0.98M | 0.3% | N/A | 0.000% | |
5/19/2023 | Sparta 24 Ltd. | 45,200 | $4.67M | 4.0% | +201.3% | 0.000% | |
5/18/2023 | Axiom Financial Strategies LLC | 2,080 | $0.22M | 0.1% | N/A | 0.000% | |
5/18/2023 | SkyView Investment Advisors LLC | 19,008 | $1.96M | 0.5% | N/A | 0.000% | |
5/18/2023 | Courier Capital LLC | 61,059 | $6.31M | 0.7% | -2.4% | 0.001% | |
5/18/2023 | Titleist Asset Management LLC | 44,933 | $4.64M | 1.0% | N/A | 0.000% | |
5/18/2023 | Border to Coast Pensions Partnership Ltd | 1,057,901 | $109.27M | 2.9% | +20.2% | 0.010% | |
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5/18/2023 | Prudent Investors Network Inc. | 65,372 | $6.75M | 3.2% | -15.2% | 0.001% | |
5/18/2023 | Crake Asset Management LLP | 499,000 | $51.54M | 7.5% | +126.8% | 0.005% | |
5/18/2023 | Centaurus Financial Inc. | 86,761 | $8.96M | 0.7% | +16.7% | 0.001% | |
5/17/2023 | B. Riley Wealth Advisors Inc. | 553,306 | $57.15M | 1.5% | -1.6% | 0.005% | |
5/17/2023 | Westside Investment Management Inc. | 51,877 | $5.34M | 1.6% | +10.2% | 0.001% | |
5/17/2023 | Advisory Services Network LLC | 441,746 | $45.63M | 1.3% | +8.5% | 0.004% | |
5/17/2023 | Financial Council Asset Management Inc | 5,940 | $0.61M | 0.5% | +5.3% | 0.000% | |
5/17/2023 | Rockefeller Capital Management L.P. | 4,110,021 | $424.52M | 1.8% | +14.8% | 0.040% | |
5/17/2023 | Providence Capital Advisors LLC | 4,505,923 | $43.62M | 0.8% | +10,735.7% | 0.044% | |
5/17/2023 | Chevy Chase Trust Holdings LLC | 6,107,030 | $630.80M | 2.5% | +1.3% | 0.060% | |
5/17/2023 | Apexium Financial LP | 43,252 | $4.47M | 0.4% | +0.3% | 0.000% | |
5/17/2023 | Headinvest LLC | 21,429 | $2.21M | 0.5% | -10.5% | 0.000% | |
5/17/2023 | Financial Enhancement Group LLC | 1,818 | $0.21M | 0.0% | N/A | 0.000% | |
5/17/2023 | Ilmarinen Mutual Pension Insurance Co | 940,000 | $97.09M | 1.3% | +3.3% | 0.009% | |
5/17/2023 | Thrivent Financial for Lutherans | 4,350,011 | $449.31M | 1.1% | -10.4% | 0.042% | |
5/17/2023 | Sunbelt Securities Inc. | 85,868 | $8.76M | 1.4% | +13.3% | 0.001% | |
5/17/2023 | Ashburton Jersey Ltd | 95,706 | $9.89M | 4.6% | -6.2% | 0.001% | |
5/17/2023 | D L Carlson Investment Group Inc. | 112,996 | $11.67M | 2.6% | -7.9% | 0.001% | |
5/17/2023 | Physicians Financial Services Inc. | 91,128 | $9.41M | 4.0% | +1.3% | 0.001% | |
5/17/2023 | CCM Investment Advisers LLC | 167,014 | $17.25M | 2.4% | +9.5% | 0.002% | |
5/17/2023 | KB Financial Partners LLC | 9,234 | $0.95M | 0.3% | N/A | 0.000% | |
5/16/2023 | Chilton Capital Management LLC | 407,371 | $42.08M | 2.4% | +4.5% | 0.004% | |
5/16/2023 | Mercer Global Advisors Inc. ADV | 771,661 | $79.71M | 0.4% | +2.4% | 0.008% | |
5/16/2023 | EWA LLC | 4,970 | $0.55M | 0.4% | N/A | 0.000% | |
5/16/2023 | Pacific Center for Financial Services | 4,698 | $0.49M | 0.2% | N/A | 0.000% | |
5/16/2023 | Red Tortoise LLC | 4,134 | $0.43M | 0.3% | -6.6% | 0.000% | |
5/16/2023 | Bbjs Financial Advisors LLC | 480 | $50K | 0.0% | -29.9% | 0.000% | |
5/16/2023 | MidWestOne Financial Group Inc. | 22,207 | $2.29M | 0.5% | +15.1% | 0.000% | |
5/16/2023 | Waverly Advisors LLC | 32,578 | $3.37M | 0.2% | +20.0% | 0.000% | |
5/16/2023 | Sender Co & Partners Inc. | 25,153 | $2.60M | 2.7% | -65.4% | 0.000% | |
5/16/2023 | Front Street Capital Management Inc. | 3,336 | $0.35M | 0.1% | +133.3% | 0.000% | |
5/16/2023 | M Holdings Securities Inc. | 154,754 | $15.98M | 1.7% | -0.1% | 0.002% | |
5/16/2023 | National Wealth Management Group LLC | 15,596 | $1.72M | 2.0% | N/A | 0.000% | |
5/16/2023 | IMA Wealth Inc. | 34,003 | $3.51M | 0.9% | -7.1% | 0.000% | |
5/16/2023 | Intrepid Capital Management Inc. | 3,823 | $0.40M | 0.3% | N/A | 0.000% | |
5/16/2023 | Carolinas Wealth Consulting LLC | 38,568 | $3.98M | 0.8% | +0.9% | 0.000% | |
5/16/2023 | Sculptor Capital LP | 506,172 | $52.28M | 1.2% | -66.2% | 0.005% | |
5/16/2023 | Tower View Investment Management & Research LLC | 25,614 | $2.65M | 1.8% | -2.3% | 0.000% | |
5/16/2023 | Total Investment Management Inc. | 5,676 | $0.59M | 0.1% | +13.0% | 0.000% | |
5/16/2023 | Ancora Advisors LLC | 152,739 | $15.78M | 0.4% | +3.5% | 0.001% | |
5/16/2023 | Josh Arnold Investment Consultant LLC | 129,079 | $13.33M | 15.8% | -8.6% | 0.001% | |
5/16/2023 | Caldwell Investment Management Ltd. | 14,700 | $1.52M | 1.5% | +182.7% | 0.000% | |
5/16/2023 | Roof Eidam & Maycock ADV | 4,582 | $0.47M | 0.2% | +15.1% | 0.000% | |
5/16/2023 | Alaethes Wealth LLC | 36,693 | $3.79M | 2.2% | +5.1% | 0.000% | |
5/16/2023 | Gould Capital LLC | 11,672 | $1.21M | 0.9% | +29.6% | 0.000% | |
5/16/2023 | Wick Capital Partners LLC | 3,409 | $0.35M | 0.2% | +11.6% | 0.000% | |
5/16/2023 | Hancock Whitney Corp | 452,671 | $46.76M | 1.9% | +1.1% | 0.004% | |
5/16/2023 | Union Heritage Capital LLC | 40,000 | $4.13M | 2.5% | -14.9% | 0.000% | |
5/16/2023 | Kayne Anderson Rudnick Investment Management LLC | 663,548 | $68.54M | 0.2% | +2.5% | 0.006% | |
5/16/2023 | PCA Investment Advisory Services Inc. | 10,383 | $1.07M | 0.8% | N/A | 0.000% | |
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5/16/2023 | Milestone Investment Advisors LLC | 2,260 | $0.23M | 0.1% | N/A | 0.000% | |
5/16/2023 | Hollencrest Capital Management | 54,390 | $5.62M | 0.6% | +20.6% | 0.001% | |
5/16/2023 | Wimmer Associates 1 LLC | 27,095 | $3.01M | 1.9% | -1.2% | 0.000% | |
5/16/2023 | Fort Pitt Capital Group LLC | 14,391 | $1.49M | 0.1% | -0.8% | 0.000% | |
5/16/2023 | SRS Capital Advisors Inc. | 24,587 | $2.54M | 0.3% | +1.0% | 0.000% | |
5/16/2023 | Doheny Asset Management CA | 12,770 | $1.32M | 1.2% | +103.3% | 0.000% | |
5/16/2023 | Quilter Plc | 1,495,659 | $1,485.19B | 5.7% | +3.3% | 0.015% | |
5/16/2023 | Prestige Wealth Management Group LLC | 24,214 | $2.50M | 0.6% | -48.9% | 0.000% | |
5/16/2023 | Cim Investment Management Inc. | 27,740 | $2.87M | 1.1% | -25.5% | 0.000% | |
5/16/2023 | Susquehanna International Group Ltd. | 7,182 | $0.74M | 0.4% | N/A | 0.000% | |