7/26/2024 | WealthShield Partners LLC | 5,587 | $1.03M | 0.2% | -4.8% | 0.000% | |
7/26/2024 | Checchi Capital Advisers LLC | 49,867 | $9.15M | 0.5% | +1.3% | 0.000% | |
7/26/2024 | Hapanowicz & Associates Financial Services Inc | 4,103 | $753K | 0.4% | -9.3% | 0.000% | |
7/26/2024 | Financial Connections Group Inc. | 500 | $91K | 0.0% | +108.3% | 0.000% | |
7/26/2024 | MWA Asset Management | 22,478 | $4.12M | 2.9% | -0.8% | 0.000% | |
7/26/2024 | Harbour Investments Inc. | 42,747 | $7.84M | 0.3% | +2.2% | 0.000% | |
|
7/26/2024 | LS Investment Advisors LLC | 158,941 | $29.15M | 4.5% | -1.0% | 0.001% | |
7/26/2024 | Park Edge Advisors LLC | 6,275 | $1.15M | 0.4% | +2.2% | 0.000% | |
7/26/2024 | Bensler LLC | 13,124 | $2.41M | 0.3% | -7.3% | 0.000% | |
7/26/2024 | Smallwood Wealth Investment Management LLC | 7,500 | $1.38M | 1.1% | +2.2% | 0.000% | |
7/26/2024 | Eagle Bay Advisors LLC | 9,498 | $1.74M | 1.1% | -7.9% | 0.000% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 29,696 | $5.45M | 0.8% | -3.1% | 0.000% | |
7/26/2024 | AustralianSuper Pty Ltd | 56,930 | $10.44M | 0.1% | +18.9% | 0.000% | |
7/26/2024 | Instrumental Wealth LLC | 3,364 | $569K | 0.6% | +8.7% | 0.000% | |
7/26/2024 | Atomi Financial Group Inc. | 101,731 | $18.66M | 1.4% | +42.7% | 0.001% | |
7/26/2024 | Wealth Advisory Solutions LLC | 3,163 | $580K | 0.2% | +2.1% | 0.000% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 794,891 | $145.80M | 0.5% | -2.5% | 0.006% | |
7/26/2024 | Groesbeck Investment Management Corp NJ | 4,940 | $906K | 1.3% | -23.3% | 0.000% | |
7/26/2024 | Integrity Wealth Solutions LLC | 3,979 | $730K | 0.5% | -40.1% | 0.000% | |
7/26/2024 | ARK Investment Management LLC | 127,355 | $23.36M | 0.2% | -11.2% | 0.001% | |
7/26/2024 | Summit Securities Group LLC | 288 | $53K | 0.0% | N/A | 0.000% | |
7/26/2024 | RiverPark Advisors LLC | 14,017 | $2.57M | 2.1% | -9.9% | 0.000% | |
7/26/2024 | Riverpark Capital Management LLC | 13,494 | $2.48M | 3.3% | -5.7% | 0.000% | |
7/26/2024 | Dearborn Partners LLC | 9,897 | $1.82M | 0.1% | +1.3% | 0.000% | |
7/26/2024 | GAM Holding AG | 12,541 | $2.30M | 0.2% | +597.9% | 0.000% | |
7/26/2024 | AlphaStar Capital Management LLC | 6,743 | $1.24M | 0.1% | +19.8% | 0.000% | |
7/26/2024 | Saxony Capital Management LLC | 2,775 | $509K | 0.6% | +11.8% | 0.000% | |
7/26/2024 | Solstein Capital LLC | 17,416 | $3.19M | 2.0% | +3.0% | 0.000% | |
7/26/2024 | My Personal CFO LLC | 2,446 | $449K | 0.2% | -26.5% | 0.000% | |
7/26/2024 | Pioneer Trust Bank N A OR | 92,970 | $17.05M | 4.6% | +0.1% | 0.001% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 25,513 | $4.68M | 0.1% | +870.8% | 0.000% | |
7/26/2024 | Cryder Capital Partners LLP | 1,341,058 | $245.98M | 15.4% | -33.9% | 0.011% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 2,577,293 | $472.73M | 0.8% | -5.8% | 0.021% | |
7/26/2024 | State of Michigan Retirement System | 1,360,260 | $249.50M | 1.3% | -1.1% | 0.011% | |
7/26/2024 | Trust Co. of Virginia VA | 4,302 | $789K | 0.1% | -3.7% | 0.000% | |
7/26/2024 | First Command Advisory Services Inc. | 9,580 | $1.76M | 0.0% | N/A | 0.000% | |
7/26/2024 | Liontrust Investment Partners LLP | 59,796 | $10.97M | 0.2% | -21.3% | 0.000% | |
7/26/2024 | Callan Family Office LLC | 18,704 | $3.43M | 0.7% | +91.7% | 0.000% | |
7/26/2024 | Oceanside Advisors LLC | 1,405 | $258K | 0.2% | -6.6% | 0.000% | |
7/26/2024 | Hyman Charles D | 43,957 | $8.06M | 0.4% | -0.4% | 0.000% | |
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7/26/2024 | Pegasus Asset Management Inc. | 60,468 | $11.09M | 4.3% | +0.2% | 0.000% | |
7/26/2024 | SlateStone Wealth LLC | 64,991 | $11.92M | 1.3% | -5.2% | 0.001% | |
7/26/2024 | Rational Advisors LLC | 4,088 | $750K | 0.1% | -4.7% | 0.000% | |
7/26/2024 | Bailard Inc. | 98,974 | $18.15M | 0.5% | -5.0% | 0.001% | |
7/26/2024 | Bank of New York Mellon Corp | 46,125,414 | $8.46B | 1.6% | -1.0% | 0.373% | |
7/26/2024 | Catalyst Financial Partners LLC | 31,468 | $5.77M | 1.3% | +3.5% | 0.000% | |
7/26/2024 | Bristlecone Advisors LLC | 62,508 | $11.47M | 1.0% | -0.1% | 0.001% | |
7/26/2024 | Salomon & Ludwin LLC | 1,194 | $219K | 0.0% | -75.8% | 0.000% | |
7/26/2024 | Intrinsic Value Partners LLC | 55,633 | $10.20M | 10.6% | -1.2% | 0.000% | |
7/26/2024 | Patten Group Inc. | 20,496 | $3.76M | 0.9% | -1.2% | 0.000% | |
7/26/2024 | IMA Advisory Services Inc. | 27,327 | $5.01M | 1.1% | +3.5% | 0.000% | |
7/26/2024 | Proficio Capital Partners LLC | 82,308 | $15.10M | 1.6% | -0.1% | 0.001% | |
7/26/2024 | Catalyst Capital Advisors LLC | 6,814 | $1.25M | 0.0% | +222.3% | 0.000% | |
7/25/2024 | New Millennium Group LLC | 1,730 | $317K | 0.2% | -5.5% | 0.000% | |
7/25/2024 | Rooted Wealth Advisors Inc. | 1,869 | $335K | 0.1% | N/A | 0.000% | |
7/25/2024 | Addison Capital Co | 3,084 | $566K | 0.2% | +13.8% | 0.000% | |
7/25/2024 | apricus wealth LLC | 7,650 | $1.40M | 1.0% | +3.9% | 0.000% | |
7/25/2024 | Hills Bank & Trust Co | 128,777 | $23.62M | 1.9% | -2.7% | 0.001% | |
7/25/2024 | Cypress Capital Group | 43,094 | $7.90M | 0.9% | -1.2% | 0.000% | |
7/25/2024 | Raymond James Trust N.A. | 327,143 | $60.01M | 1.4% | +5.5% | 0.003% | |
7/25/2024 | Wedgewood Investors Inc. PA | 10,850 | $1.99M | 2.4% | N/A | 0.000% | |
7/25/2024 | WD Rutherford LLC | 5,567 | $1.02M | 0.5% | -2.5% | 0.000% | |
7/25/2024 | Highland Capital Management LLC | 159,461 | $29.25M | 1.7% | -6.7% | 0.001% | |
7/25/2024 | Capital Advisors Ltd. LLC | 8,890 | $1.63M | 0.2% | +1.3% | 0.000% | |
7/25/2024 | Calamos Advisors LLC | 1,286,381 | $235.95M | 1.0% | -3.0% | 0.010% | |
7/25/2024 | Aljian Capital Management LLC | 85,343 | $15.65M | 5.2% | -1.3% | 0.001% | |
7/25/2024 | Northcape Wealth Management LLC | 19,814 | $3.63M | 1.3% | -0.7% | 0.000% | |
7/25/2024 | AMG National Trust Bank | 78,644 | $14.43M | 0.4% | +18.4% | 0.001% | |
7/25/2024 | Sigma Investment Counselors Inc. | 7,199 | $1.32M | 0.1% | +2.6% | 0.000% | |
7/25/2024 | Tempus Wealth Planning LLC | 3,301 | $605K | 0.3% | +106.3% | 0.000% | |
7/25/2024 | Overbrook Management Corp | 147,780 | $27.11M | 6.8% | -19.1% | 0.001% | |
7/25/2024 | AMI Investment Management Inc. | 44,225 | $8.11M | 2.8% | -6.2% | 0.000% | |
7/25/2024 | Calamos Wealth Management LLC | 48,965 | $8.98M | 0.5% | -7.7% | 0.000% | |
7/25/2024 | Keb Asset Management LLC | 2,195 | $403K | 0.1% | -34.5% | 0.000% | |
7/25/2024 | Independence Bank of Kentucky | 8,911 | $1.63M | 0.4% | +22.6% | 0.000% | |
7/25/2024 | Optas LLC | 95,018 | $17.43M | 4.5% | +1.0% | 0.001% | |
7/25/2024 | WT Asset Management Ltd | 188,900 | $34.65M | 3.4% | N/A | 0.002% | |
7/25/2024 | Clear Creek Financial Management LLC | 16,695 | $3.06M | 0.4% | +13.6% | 0.000% | |
7/25/2024 | Aries Wealth Management | 5,077 | $931K | 0.3% | +20.4% | 0.000% | |
7/25/2024 | SNS Financial Group LLC | 13,776 | $2.53M | 0.3% | +3.6% | 0.000% | |
7/25/2024 | Levy Wealth Management Group LLC | 1,948 | $357K | 0.1% | -29.1% | 0.000% | |
7/25/2024 | Pinnacle Wealth Management Advisory Group LLC | 22,885 | $4.20M | 0.4% | +1.6% | 0.000% | |
7/25/2024 | Destiny Wealth Partners LLC | 8,184 | $1.50M | 0.3% | -8.5% | 0.000% | |
7/25/2024 | Spirit of America Management Corp NY | 2,250 | $413K | 0.1% | N/A | 0.000% | |
7/25/2024 | Community Financial Services Group LLC | 77,029 | $14.13M | 3.0% | -19.2% | 0.001% | |
7/25/2024 | Harbor Advisory Corp MA | 7,450 | $1.37M | 0.5% | -4.8% | 0.000% | |
7/25/2024 | Moody Lynn & Lieberson LLC | 51,774 | $9.50M | 0.6% | -0.7% | 0.000% | |
7/25/2024 | Waypoint Capital Advisors LLC | 17,226 | $3.16M | 0.8% | +0.6% | 0.000% | |
7/25/2024 | Tranquility Partners LLC | 14,275 | $2.62M | 1.0% | +1.0% | 0.000% | |
7/25/2024 | Tanager Wealth Management LLP | 135,054 | $24.77M | 3.7% | +10.7% | 0.001% | |
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7/25/2024 | Sterling Investment Counsel LLC | 9,880 | $1.81M | 0.7% | -0.6% | 0.000% | |
7/25/2024 | Silvant Capital Management LLC | 109,404 | $20.07M | 0.9% | -67.8% | 0.001% | |
7/25/2024 | Baillie Gifford & Co. | 5,446,945 | $999.08M | 0.8% | -2.3% | 0.044% | |
7/25/2024 | RPS Advisory Solutions LLC | 5,482 | $1.01M | 0.9% | N/A | 0.000% | |
7/25/2024 | Fullcircle Wealth LLC | 5,705 | $995K | 0.5% | N/A | 0.000% | |
7/25/2024 | Washburn Capital Management Inc. | 3,445 | $632K | 0.5% | -6.6% | 0.000% | |
7/25/2024 | Cape ANN Savings Bank | 5,002 | $917K | 0.6% | -13.8% | 0.000% | |
7/25/2024 | Kanawha Capital Management LLC | 7,873 | $1.44M | 0.1% | +16.3% | 0.000% | |
7/25/2024 | First National Bank of Hutchinson | 22,650 | $4.15M | 2.7% | -5.2% | 0.000% | |
7/25/2024 | RFP Financial Group LLC | 14,222 | $2.61M | 1.0% | -0.8% | 0.000% | |