4/26/2024 | YHB Investment Advisors Inc. | 662 | $65K | 0.0% | N/A | 0.001% | |
4/26/2024 | Verdence Capital Advisors LLC | 2,612 | $258K | 0.0% | N/A | 0.005% | |
4/25/2024 | WCM Investment Management LLC | 227,819 | $22.52M | 0.1% | +0.3% | 0.393% | |
4/24/2024 | Oak Family Advisors LLC | 5,300 | $524K | 0.2% | -15.2% | 0.009% | |
4/23/2024 | Fifth Third Bancorp | 7,790 | $770K | 0.0% | +4.7% | 0.013% | |
4/23/2024 | Genesee Capital Advisors LLC | 7,384 | $730K | 0.4% | +1.5% | 0.013% | |
|
4/23/2024 | Raymond James Financial Services Advisors Inc. | 29,850 | $2.95M | 0.0% | -6.7% | 0.051% | |
4/22/2024 | Raymond James & Associates | 213,517 | $21.11M | 0.0% | -6.7% | 0.368% | |
4/19/2024 | AMI Asset Management Corp | 39,428 | $3.90M | 0.2% | +22.2% | 0.068% | |
4/18/2024 | Wasatch Advisors LP | 923,602 | $91.32M | 0.5% | N/A | 1.593% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 1,473,088 | $145.64M | 0.2% | -4.5% | 2.540% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 40,209 | $3.98M | 0.0% | +10.4% | 0.069% | |
4/12/2024 | Harbor Investment Advisory LLC | 613 | $61K | 0.0% | +38.1% | 0.001% | |
4/10/2024 | Park Avenue Securities LLC | 6,087 | $602K | 0.0% | -5.3% | 0.010% | |
3/22/2024 | PNC Financial Services Group Inc. | 11,922 | $1.02M | 0.0% | -8.5% | 0.021% | |
3/11/2024 | Vanguard Group Inc. | 5,478,870 | $468.22M | 0.0% | +1.7% | 9.448% | |
3/8/2024 | Trust Co. of Vermont | 325 | $28K | 0.0% | -48.0% | 0.001% | |
3/5/2024 | Fisher Asset Management LLC | 11,927 | $1.02M | 0.0% | -21.6% | 0.021% | |
3/5/2024 | Wellington Management Group LLP | 983,826 | $84.08M | 0.0% | +17.8% | 1.697% | |
2/28/2024 | American International Group Inc. | 28,085 | $2.40M | 0.0% | -0.4% | 0.048% | |
2/26/2024 | Virtu Financial LLC | 2,364 | $202K | 0.0% | N/A | 0.004% | |
2/15/2024 | Granahan Investment Management LLC | 346,333 | $29.60M | 1.0% | +4.4% | 0.597% | |
2/15/2024 | Comerica Bank | 289,049 | $24.70M | 0.1% | +26.4% | 0.499% | |
2/14/2024 | Ranger Investment Management L.P. | 438,936 | $37.51M | 2.3% | +0.5% | 0.757% | |
2/13/2024 | Teton Advisors Inc. | 27,100 | $2.32M | 0.8% | -15.0% | 0.047% | |
2/13/2024 | Capital Research Global Investors | 191,832 | $16.39M | 0.0% | N/A | 0.331% | |
2/12/2024 | Eagle Asset Management Inc. | 217,243 | $18.57M | 0.1% | -0.2% | 0.375% | |
2/12/2024 | Capstone Investment Advisors LLC | 104,992 | $8.97M | 0.0% | N/A | 0.181% | |
2/12/2024 | Allianz Asset Management GmbH | 60,323 | $5.16M | 0.0% | -2.4% | 0.104% | |
2/12/2024 | Connable Office Inc. | 7,912 | $676K | 0.1% | -21.1% | 0.014% | |
2/12/2024 | Parallel Advisors LLC | 332 | $28K | 0.0% | +232.0% | 0.001% | |
2/9/2024 | Westfield Capital Management Co. LP | 751,553 | $64.23M | 0.4% | +27.0% | 1.296% | |
2/9/2024 | Johnson Financial Group Inc. | 327 | $28K | 0.0% | N/A | 0.001% | |
2/9/2024 | GW&K Investment Management LLC | 288,842 | $24.68M | 0.2% | +3.5% | 0.498% | |
2/9/2024 | Corient Private Wealth LLC | 16,904 | $1.45M | 0.0% | +91.3% | 0.029% | |
2/9/2024 | Wells Fargo & Company MN | 103,349 | $8.83M | 0.0% | -12.5% | 0.178% | |
2/9/2024 | Global Alpha Capital Management Ltd. | 209,700 | $17.92M | 1.4% | N/A | 0.362% | |
2/9/2024 | PNC Financial Services Group Inc. | 11,922 | $1.02M | 0.0% | -8.5% | 0.021% | |
2/9/2024 | Dynamic Technology Lab Private Ltd | 9,021 | $771K | 0.1% | N/A | 0.016% | |
2/9/2024 | Norges Bank | 293,772 | $25.11M | 0.0% | N/A | 0.507% | |
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2/8/2024 | Brown Advisory Inc. | 1,311,917 | $112.12M | 0.2% | +45.9% | 2.263% | |
2/8/2024 | Thornburg Investment Management Inc. | 337,797 | $28.85M | 0.4% | -8.0% | 0.583% | |
2/7/2024 | Principal Financial Group Inc. | 6,533 | $558K | 0.0% | +10.7% | 0.011% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 3,123 | $267K | 0.0% | N/A | 0.005% | |
2/7/2024 | Dimensional Fund Advisors LP | 823,175 | $70.35M | 0.0% | -19.4% | 1.420% | |
2/7/2024 | Jump Financial LLC | 15,426 | $1.32M | 0.0% | -55.2% | 0.027% | |
2/7/2024 | BNP Paribas Financial Markets | 47,849 | $4.09M | 0.0% | -6.9% | 0.083% | |
2/7/2024 | Teacher Retirement System of Texas | 6,224 | $532K | 0.0% | -27.4% | 0.011% | |
2/7/2024 | Access Investment Management LLC | 9,000 | $769K | 0.3% | N/A | 0.016% | |
2/7/2024 | Principal Securities Inc. | 1,186 | $101K | 0.0% | N/A | 0.002% | |
2/7/2024 | Geneva Capital Management LLC | 972,042 | $83.07M | 1.6% | -0.1% | 1.677% | |
2/7/2024 | TimesSquare Capital Management LLC | 749,257 | $64.03M | 0.9% | -20.8% | 1.292% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 529,715 | $45.27M | 0.0% | -0.1% | 0.914% | |
2/6/2024 | Private Advisor Group LLC | 2,710 | $232K | 0.0% | N/A | 0.005% | |
2/6/2024 | National Bank of Canada FI | 63,542 | $5.17M | 0.0% | -7.2% | 0.110% | |
2/6/2024 | Forte Capital LLC ADV | 6,975 | $596K | 0.1% | -2.4% | 0.012% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 10,013 | $856K | 0.0% | +1.6% | 0.017% | |
2/6/2024 | Amalgamated Bank | 8,106 | $693K | 0.0% | -5.1% | 0.014% | |
2/6/2024 | Natixis Advisors L.P. | 54,236 | $4.64M | 0.0% | -27.8% | 0.094% | |
2/6/2024 | Swiss National Bank | 112,200 | $9.59M | 0.0% | -9.1% | 0.194% | |
2/6/2024 | Fisher Asset Management LLC | 11,892 | $1.02M | 0.0% | -21.8% | 0.021% | |
2/6/2024 | Searle & CO. | 12,500 | $1.07M | 0.3% | +2.5% | 0.022% | |
2/5/2024 | Van ECK Associates Corp | 34,189 | $2.92M | 0.0% | -7.1% | 0.059% | |
2/5/2024 | Intellectus Partners LLC | 2,500 | $214K | 0.1% | N/A | 0.004% | |
2/5/2024 | Intact Investment Management Inc. | 5,200 | $444K | 0.0% | +62.5% | 0.009% | |
2/5/2024 | Russell Investments Group Ltd. | 149,482 | $12.78M | 0.0% | -10.3% | 0.258% | |
2/2/2024 | Headlands Technologies LLC | 758 | $65K | 0.0% | +124.3% | 0.001% | |
2/2/2024 | Truist Financial Corp | 94,951 | $8.11M | 0.0% | -42.4% | 0.164% | |
2/1/2024 | New York State Common Retirement Fund | 75,799 | $6.48M | 0.0% | +0.8% | 0.131% | |
2/1/2024 | California Public Employees Retirement System | 239,593 | $20.48M | 0.0% | +3.4% | 0.413% | |
2/1/2024 | Jennison Associates LLC | 405,230 | $34.63M | 0.0% | +9.0% | 0.699% | |
2/1/2024 | Cetera Trust Company N.A | 2,885 | $247K | 0.2% | N/A | 0.005% | |
1/31/2024 | abrdn plc | 296,513 | $25.34M | 0.1% | -13.5% | 0.511% | |
1/31/2024 | Federated Hermes Inc. | 12,935 | $1.11M | 0.0% | N/A | 0.022% | |
1/30/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 12,709 | $1.09M | 0.0% | +5.9% | 0.022% | |
1/30/2024 | Strs Ohio | 55,900 | $4.78M | 0.0% | +21.8% | 0.096% | |
1/29/2024 | WCM Investment Management LLC | 227,195 | $19.54M | 0.1% | +8.7% | 0.392% | |
1/29/2024 | Genesee Capital Advisors LLC | 7,273 | $622K | 0.4% | +10.0% | 0.013% | |
1/26/2024 | Mutual of America Capital Management LLC | 52,179 | $4.46M | 0.1% | -4.4% | 0.090% | |
1/26/2024 | Harbor Investment Advisory LLC | 444 | $38K | 0.0% | +484.2% | 0.001% | |
1/26/2024 | Conestoga Capital Advisors LLC | 3,049,715 | $260.63M | 3.9% | +0.1% | 5.260% | |
1/26/2024 | Impax Asset Management Group plc | 60,000 | $5.13M | 0.0% | N/A | 0.103% | |
1/26/2024 | B.O.S.S. Retirement Advisors LLC | 8,425 | $720K | 0.1% | -47.3% | 0.015% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 1,543,256 | $131.89M | 0.2% | -9.9% | 2.662% | |
1/25/2024 | Nisa Investment Advisors LLC | 784 | $67K | 0.0% | -49.1% | 0.001% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 25,772 | $2.20M | 0.0% | +4.4% | 0.044% | |
1/24/2024 | Allworth Financial LP | 1,663 | $142K | 0.0% | +9.9% | 0.003% | |
1/24/2024 | Asset Management One Co. Ltd. | 154,662 | $13.30M | 0.1% | -0.3% | 0.267% | |
1/23/2024 | Integrated Investment Consultants LLC | 8,214 | $702K | 0.1% | -20.2% | 0.014% | |
1/23/2024 | DAVENPORT & Co LLC | 6,746 | $577K | 0.0% | -49.3% | 0.012% | |
Protect Yourself While There’s Still Time … (Ad) The next step of the Fed's control is here.
Section 702 of the Foreign Intelligence Surveillance Act was renewed for two more years and passed into law earlier this week.
Allowing the Fed to tighten its grip on your personal privacy and freedom. 4 simple steps to protect your privacy and money before it’s too late. |
1/22/2024 | Silverlake Wealth Management LLC | 2,380 | $203K | 0.1% | N/A | 0.004% | |
1/19/2024 | AMI Asset Management Corp | 32,269 | $2.76M | 0.2% | -24.3% | 0.056% | |
1/19/2024 | Fifth Third Bancorp | 7,442 | $636K | 0.0% | -10.4% | 0.013% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 2,965 | $253K | 0.0% | -6.8% | 0.005% | |
1/18/2024 | SeaCrest Wealth Management LLC | 2,570 | $208K | 0.0% | N/A | 0.004% | |
1/16/2024 | Oak Ridge Investments LLC | 59,484 | $5.08M | 0.6% | -6.3% | 0.103% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 32,008 | $2.74M | 0.0% | +1.1% | 0.055% | |
1/16/2024 | Raymond James & Associates | 228,803 | $19.55M | 0.0% | -11.1% | 0.395% | |
1/12/2024 | Kraematon Investment Advisors Inc. | 55,272 | $4.72M | 5.2% | -2.0% | 0.095% | |
1/12/2024 | First Bank & Trust | 3,699 | $316K | 0.1% | -3.9% | 0.006% | |