7/1/2025 | Legacy Wealth Management LLC MS | 30,642 | $6.72M | 2.0% | +24.6% | 0.000% | |
7/1/2025 | Park National Corp OH | 197,520 | $43.33M | 1.4% | +9.7% | 0.002% | |
7/1/2025 | Harbor Investment Advisory LLC | 303,839 | $67K | 0.0% | -0.1% | 0.003% | |
7/1/2025 | First National Bank Sioux Falls | 25,606 | $5.62M | 2.1% | +25.5% | 0.000% | |
7/1/2025 | Kera Capital Partners Inc. | 38,973 | $8.55M | 1.7% | +23.0% | 0.000% | |
7/1/2025 | Private Client Services LLC | 12,674 | $2.78M | 1.1% | +35.9% | 0.000% | |
7/1/2025 | Rowlandmiller & PARTNERS.ADV | 10,627 | $2.33M | 0.5% | +5.5% | 0.000% | |
7/1/2025 | Cullen Investment Group LTD. | 57,202 | $12.55M | 1.8% | +1.6% | 0.001% | |
6/27/2025 | AdviceOne Advisory Services LLC | 1,094 | $208K | 0.2% | +6.9% | 0.000% | |
6/26/2025 | AG2R LA Mondiale Gestion D Actifs | 376,378 | $77.16M | 4.4% | N/A | 0.004% | |
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6/23/2025 | Swedbank AB | 14,146,558 | $2.69B | 3.6% | -2.1% | 0.133% | |
6/20/2025 | Real Talk Capital LLC | 4,519 | $860K | 1.2% | +2.5% | 0.000% | |
6/18/2025 | Voya Investment Management LLC | 11,453,690 | $2.18B | 2.4% | -13.5% | 0.108% | |
6/17/2025 | Howe & Rusling Inc. | 133,863 | $25.47M | 2.1% | +3.1% | 0.001% | |
6/17/2025 | Guinness Asset Management LTD | 223,542 | $42.54M | 0.8% | +5.3% | 0.002% | |
6/16/2025 | Maple Capital Management Inc. | 376,269 | $71.59M | 5.5% | +3.9% | 0.004% | |
6/16/2025 | Peterson Wealth Management | 30,765 | $5.85M | 3.9% | +5.2% | 0.000% | |
6/13/2025 | Pinnacle Investment Management Ltd | 2,500 | $476K | 5.1% | -98.2% | 0.000% | |
6/13/2025 | Optima Capital LLC | 7,121 | $1.36M | 0.9% | -9.3% | 0.000% | |
6/12/2025 | Sheets Smith Investment Management | 12,375 | $2.35M | 2.3% | +3.0% | 0.000% | |
6/11/2025 | Kondo Wealth Advisors Inc. | 5,330 | $1.01M | 0.5% | +3.6% | 0.000% | |
6/10/2025 | Birchbrook Inc. | 14,026 | $2.67M | 1.5% | -2.3% | 0.000% | |
6/9/2025 | 1248 Management LLC | 85,407 | $16.25M | 6.6% | -3.4% | 0.001% | |
6/9/2025 | Asset Planning Services Inc. LA ADV | 44,345 | $8.44M | 4.3% | -1.2% | 0.000% | |
6/6/2025 | First Long Island Investors LLC | 288,700 | $54.93M | 4.5% | -2.0% | 0.003% | |
6/6/2025 | eCIO Inc. | 1,776 | $338K | 0.1% | N/A | 0.000% | |
6/6/2025 | Blue Oak Capital LLC | 1,845 | $351K | 0.2% | +34.2% | 0.000% | |
6/5/2025 | Cim LLC | 98,410 | $18.72M | 2.8% | -5.4% | 0.001% | |
6/5/2025 | Osterweis Capital Management Inc. | 334,765 | $63.69M | 0.0% | -3.2% | 0.003% | |
6/4/2025 | First Hawaiian Bank | 1,915 | $364K | 0.0% | -98.1% | 0.000% | |
6/4/2025 | Harold Davidson & Associates Inc. | 22,113 | $4.21M | 2.3% | -1.5% | 0.000% | |
6/3/2025 | CBIZ Investment Advisory Services LLC | 3,710 | $706K | 0.0% | +22.6% | 0.000% | |
6/3/2025 | Invst LLC | 45,582 | $8.67M | 1.2% | +77.4% | 0.000% | |
6/2/2025 | Hodges Capital Management Inc. | 68,724 | $13.08M | 1.3% | -24.9% | 0.001% | |
6/2/2025 | Integrity Wealth Advisors Inc. | 6,001 | $1.14M | 0.8% | +9.8% | 0.000% | |
6/2/2025 | Modern Wealth Management LLC | 84,198 | $16.02M | 0.5% | +18.8% | 0.001% | |
5/29/2025 | Nova Wealth Management Inc. | 5,766 | $1.10M | 0.9% | -9.5% | 0.000% | |
5/29/2025 | Apeiron RIA LLC | 7,933 | $1.51M | 0.5% | -6.3% | 0.000% | |
5/28/2025 | Jones Financial Companies Lllp | 2,029,711 | $390.63M | 0.3% | +34.9% | 0.019% | |
5/28/2025 | Anson Funds Management LP | 3,839 | $730K | 0.1% | +28.7% | 0.000% | |
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5/28/2025 | Vista Cima Wealth Management LLC | 10,017 | $1.91M | 1.4% | +12.4% | 0.000% | |
5/28/2025 | Silicon Valley Capital Partners | 164,895 | $31.78M | 4.2% | +14.3% | 0.002% | |
5/28/2025 | Anderson Financial Strategies LLC | 1,660 | $316K | 0.2% | +2,762.1% | 0.000% | |
5/28/2025 | Strs Ohio | 4,287,744 | $815.79M | 3.4% | N/A | 0.040% | |
5/28/2025 | GK Wealth Management LLC | 22,870 | $4.35M | 5.1% | +12.6% | 0.000% | |
5/28/2025 | Ellsworth Advisors LLC | 23,254 | $4.42M | 1.2% | -1.1% | 0.000% | |
5/28/2025 | Wealth Management Associates Inc. | 12,639 | $2.41M | 1.0% | -0.8% | 0.000% | |
5/28/2025 | Intrua Financial LLC | 23,491 | $4.47M | 0.7% | -2.2% | 0.000% | |
5/28/2025 | Addison Capital Co | 17,799 | $3.39M | 1.3% | +5.7% | 0.000% | |
5/28/2025 | Turn8 Private Wealth Inc. | 18,607 | $3.54M | 2.8% | -6.3% | 0.000% | |
5/27/2025 | Jacobi Capital Management LLC | 30,884 | $5.88M | 0.4% | -0.3% | 0.000% | |
5/27/2025 | Advisors Capital Management LLC | 475,541 | $90.48M | 1.4% | -0.9% | 0.004% | |
5/27/2025 | SWS Partners | 28,362 | $5.40M | 1.7% | -0.8% | 0.000% | |
5/27/2025 | Iron Gate Global Advisors LLC | 354,848 | $67.51M | 9.3% | +7.5% | 0.003% | |
5/23/2025 | Triune Financial Partners LLC | 1,567 | $298K | 0.1% | +22.8% | 0.000% | |
5/23/2025 | Siren L.L.C. | 56,500 | $10.75M | 0.6% | +54.8% | 0.001% | |
5/22/2025 | Rollins Financial Advisors LLC | 200,582 | $38.16M | 6.6% | -1.7% | 0.002% | |
5/22/2025 | Mattson Financial Services LLC | 53,312 | $10.14M | 3.0% | +16.3% | 0.001% | |
5/22/2025 | BOS Asset Management LLC | 5,707 | $1.09M | 0.4% | +5.5% | 0.000% | |
5/22/2025 | WBI Investments LLC | 8,959 | $1.71M | 0.4% | -29.1% | 0.000% | |
5/22/2025 | Kilter Group LLC | 4,606 | $876K | 0.6% | -1.2% | 0.000% | |
5/22/2025 | Chelsea Counsel Co. | 11,883 | $2.26M | 1.2% | +9.2% | 0.000% | |
5/21/2025 | Westbourne Investments Inc. | 35,156 | $6.69M | 4.0% | -2.9% | 0.000% | |
5/21/2025 | Indiana Trust & Investment Management Co | 43,248 | $8.23M | 3.0% | +0.9% | 0.000% | |
5/21/2025 | MBL Wealth LLC | 24,673 | $4.69M | 0.5% | +8.8% | 0.000% | |
5/21/2025 | Reliant Investment Partners LLC | 11,606 | $2.21M | 2.3% | -3.4% | 0.000% | |
5/21/2025 | McAdam LLC | 27,117 | $5.16M | 0.3% | -0.9% | 0.000% | |
5/21/2025 | Acadian Asset Management LLC | 4,541,012 | $863.94M | 2.4% | +51.1% | 0.043% | |
5/21/2025 | Geneos Wealth Management Inc. | 114,609 | $21.81M | 0.7% | +8.0% | 0.001% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 75,563 | $14.38M | 2.6% | +0.4% | 0.001% | |
5/21/2025 | IFM Investors Pty Ltd | 1,747,141 | $332.41M | 3.6% | +0.4% | 0.016% | |
5/20/2025 | Acorns Advisers LLC | 24,778 | $4.71M | 0.0% | +20.3% | 0.000% | |
5/20/2025 | Blue Rock Wealth Management LLC | 14,692 | $2.80M | 2.4% | +34.9% | 0.000% | |
5/20/2025 | Fortis Capital Advisors LLC | 45,351 | $8.63M | 1.8% | -0.3% | 0.000% | |
5/20/2025 | Belpointe Asset Management LLC | 127,832 | $24.32M | 1.3% | -6.8% | 0.001% | |
5/20/2025 | Jupiter Wealth Management LLC | 23,543 | $4.85M | 3.1% | -23.2% | 0.000% | |
5/20/2025 | Intech Investment Management LLC | 1,402,251 | $266.79M | 2.7% | +29.1% | 0.013% | |
5/20/2025 | Flaharty Asset Management LLC | 5,088 | $968K | 0.1% | +87.7% | 0.000% | |
5/20/2025 | Strive Asset Management LLC | 17,426 | $3.32M | 2.3% | -6.8% | 0.000% | |
5/20/2025 | Integrity Alliance LLC. | 207,870 | $39.55M | 1.6% | +524.3% | 0.002% | |
5/20/2025 | Ransom Advisory Ltd | 18,148 | $3.45M | 1.7% | N/A | 0.000% | |
5/20/2025 | Anchor Investment Management LLC | 69,876 | $13.30M | 1.2% | +3.1% | 0.001% | |
5/20/2025 | Glenview Trust co | 599,159 | $114.00M | 2.2% | +2.3% | 0.006% | |
5/20/2025 | Chokshi & Queen Wealth Advisors Inc | 20,103 | $3.83M | 2.3% | +12.9% | 0.000% | |
5/20/2025 | Aspen Investment Management Inc | 16,227 | $3.09M | 1.4% | +1.1% | 0.000% | |
5/20/2025 | Ilmarinen Mutual Pension Insurance Co | 1,337,716 | $254.51M | 2.3% | -4.6% | 0.013% | |
5/20/2025 | Plato Investment Management Ltd | 209,961 | $40.38M | 3.4% | -9.5% | 0.002% | |
5/19/2025 | SageView Advisory Group LLC | 71,950 | $13.69M | 0.6% | -2.1% | 0.001% | |
5/19/2025 | Advisory Alpha LLC | 44,564 | $8.48M | 0.3% | +10.5% | 0.000% | |
5/19/2025 | Trinity Financial Advisors LLC | 6,788 | $1.21M | 0.4% | +79.9% | 0.000% | |
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5/19/2025 | Oriental Harbor Investment Fund | 555,429 | $105.68M | 11.7% | +69.8% | 0.005% | |
5/19/2025 | Game Plan Financial Advisors LLC | 39,314 | $7.48M | 3.6% | +7.0% | 0.000% | |
5/19/2025 | Alaethes Wealth LLC | 41,993 | $7.99M | 2.9% | +3.8% | 0.000% | |
5/19/2025 | SCS Capital Management LLC | 106,199 | $20.21M | 0.3% | -65.9% | 0.001% | |
5/19/2025 | Smith Asset Management Co. LLC | 3,564 | $678K | 0.6% | N/A | 0.000% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 8,838,022 | $1.68B | 0.4% | -86.6% | 0.083% | |
5/19/2025 | Optimize Financial Inc | 3,498 | $666K | 0.3% | N/A | 0.000% | |
5/17/2025 | Standard Family Office LLC | 860 | $164K | 0.2% | -42.9% | 0.000% | |
5/16/2025 | Wilson & Boucher Capital Management LLC | 5,805 | $1.10M | 0.8% | -3.4% | 0.000% | |
5/16/2025 | Woodline Partners LP | 786,342 | $149.61M | 1.0% | +17.7% | 0.007% | |