11/29/2023 | Quantum Financial Advisors LLC | 7,623 | $1M | 0.3% | +8.0% | 0.000% | |
11/29/2023 | Carmignac Gestion | 1,436,924 | $188.05M | 3.5% | -12.7% | 0.011% | |
11/28/2023 | ASB Consultores LLC | 6,779 | $0.89M | 0.3% | -11.2% | 0.000% | |
11/28/2023 | Bar Harbor Wealth Management | 98,580 | $12.90M | 1.0% | -0.7% | 0.001% | |
11/27/2023 | Okabena Investment Services Inc. | 2,574 | $0.34M | 0.3% | +1,880.0% | 0.000% | |
11/27/2023 | USA Financial Formulas | 2,739 | $0.36M | 0.5% | N/A | 0.000% | |
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11/27/2023 | Trust Co. of Vermont | 88,235 | $11.55M | 0.8% | +0.6% | 0.001% | |
11/27/2023 | Banque Pictet & Cie SA | 2,930,852 | $383.53M | 4.5% | -8.6% | 0.023% | |
11/24/2023 | Deutsche Bank AG | 35,684,056 | $4.67B | 3.0% | -13.7% | 0.285% | |
11/24/2023 | EP Wealth Advisors LLC | 835,947 | $109.39M | 1.7% | +16,618.9% | 0.007% | |
11/22/2023 | Polar Capital Holdings Plc | 2,733,651 | $357.73M | 2.6% | +5.9% | 0.022% | |
11/22/2023 | Public Sector Pension Investment Board | 2,710,105 | $354.64M | 2.5% | +31.8% | 0.022% | |
11/22/2023 | Chelsea Counsel Co. | 54,320 | $7.11M | 3.7% | -2.9% | 0.000% | |
11/22/2023 | Connors Investor Services Inc. | 172,780 | $22.60M | 2.8% | -2.0% | 0.001% | |
11/22/2023 | Graham Capital Management L.P. | 122,613 | $16.05M | 0.4% | +14.3% | 0.001% | |
11/22/2023 | Verity Asset Management Inc. | 1,545 | $0.20M | 0.1% | -34.9% | 0.000% | |
11/21/2023 | Invst LLC | 23,726 | $3.11M | 0.4% | +11.2% | 0.000% | |
11/21/2023 | Auxier Asset Management | 88,512 | $11.58M | 2.0% | +0.5% | 0.001% | |
11/21/2023 | Allen Mooney & Barnes Investment Advisors LLC | 150,725 | $19.72M | 4.2% | N/A | 0.001% | |
11/21/2023 | Comerica Bank | 1,478,153 | $193.43M | 1.0% | +198.4% | 0.012% | |
11/21/2023 | Braun Stacey Associates Inc. | 329,307 | $43.09M | 2.0% | +7.9% | 0.003% | |
11/21/2023 | Spears Abacus Advisors LLC | 337,984 | $44.23M | 3.8% | -1.1% | 0.003% | |
11/21/2023 | Rooted Wealth Advisors Inc. | 6,194 | $0.84M | 0.5% | +23.0% | 0.000% | |
11/21/2023 | Carlson Capital Management | 13,002 | $1.70M | 0.1% | +6.5% | 0.000% | |
11/21/2023 | Brown Shipley& Co Ltd | 69,979 | $9.16M | 5.0% | +6.0% | 0.001% | |
11/21/2023 | Hohimer Wealth Management LLC | 25,853 | $3.38M | 1.0% | -1.4% | 0.000% | |
11/21/2023 | Tompkins Financial Corp | 71,370 | $9.34M | 1.5% | -0.7% | 0.001% | |
11/20/2023 | Silver Oak Securities Incorporated | 8,377 | $1.10M | 0.2% | -67.9% | 0.000% | |
11/20/2023 | Willow Creek Wealth Management Inc. | 12,090 | $1.58M | 0.2% | -36.4% | 0.000% | |
11/17/2023 | Granite Harbor Advisors Inc. | 25,366 | $3.32M | 2.7% | +1.1% | 0.000% | |
11/17/2023 | Diversified Trust Co | 239,605 | $31.36M | 1.2% | +5.3% | 0.002% | |
11/17/2023 | OLD National Bancorp IN | 484,953 | $63.46M | 1.8% | +1.0% | 0.004% | |
11/17/2023 | Garde Capital Inc. | 56,093 | $7.34M | 0.6% | +0.5% | 0.000% | |
11/17/2023 | Spartan Planning & Wealth Management | 6,268 | $0.82M | 1.0% | N/A | 0.000% | |
11/17/2023 | Seelaus Asset Management LLC | 16,831 | $2.20M | 2.5% | -27.8% | 0.000% | |
11/17/2023 | SkyView Investment Advisors LLC | 2,006 | $0.26M | 0.1% | -86.5% | 0.000% | |
11/16/2023 | Unconventional Investor LLC | 1,660 | $0.22M | 0.2% | N/A | 0.000% | |
11/16/2023 | Resources Management Corp CT ADV | 81,600 | $10.68M | 1.7% | -1.4% | 0.001% | |
11/16/2023 | CM Wealth Advisors LLC | 19,652 | $2.64M | 1.4% | +155.6% | 0.000% | |
11/16/2023 | Integrated Advisors Network LLC | 173,462 | $22.70M | 1.4% | -2.4% | 0.001% | |
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11/16/2023 | Mezzasalma Advisors LLC | 91,121 | $11.92M | 7.4% | +2.1% | 0.001% | |
11/16/2023 | Ironwood Investment Management LLC | 3,225 | $0.42M | 0.3% | -4.5% | 0.000% | |
11/16/2023 | Revisor Wealth Management LLC | 6,124 | $0.80M | 0.7% | N/A | 0.000% | |
11/16/2023 | Chesapeake Wealth Management | 30,278 | $3.96M | 1.7% | -2.4% | 0.000% | |
11/16/2023 | Financial Gravity Asset Management Inc. | 1,570 | $0.21M | 0.0% | +1,208.3% | 0.000% | |
11/16/2023 | RB Capital Management LLC | 27,648 | $3.62M | 1.1% | +1.5% | 0.000% | |
11/16/2023 | Atticus Wealth Management LLC | 16,261 | $2.13M | 0.8% | +4.1% | 0.000% | |
11/16/2023 | Monograph Wealth Advisors LLC | 54,844 | $7.18M | 1.4% | +6.7% | 0.000% | |
11/16/2023 | Exchange Bank | 10,097 | $1.32M | 1.3% | +4.1% | 0.000% | |
11/16/2023 | Ashford Capital Management Inc. | 4,780 | $0.63M | 0.1% | N/A | 0.000% | |
11/16/2023 | Camarda Financial Advisors LLC | 20,764 | $2.72M | 1.8% | +3.5% | 0.000% | |
11/16/2023 | Blueprint Investment Partners LLC | 27,973 | $3.66M | 1.2% | +43.3% | 0.000% | |
11/16/2023 | Brooks Moore & Associates Inc. | 25,736 | $3.37M | 2.5% | +15.1% | 0.000% | |
11/16/2023 | BRYN MAWR TRUST Co | 76,123 | $9.96M | 0.4% | -0.2% | 0.001% | |
11/16/2023 | McIlrath & Eck LLC | 11,053 | $1.45M | 0.3% | -6.8% | 0.000% | |
11/16/2023 | McCarthy Asset Management Inc. | 13,682 | $1.79M | 1.3% | +56.7% | 0.000% | |
11/16/2023 | Employees Retirement System of Texas | 648,074 | $84.81M | 1.3% | -2.1% | 0.005% | |
11/16/2023 | Panoramic Investment Advisors LLC | 10,947 | $1.43M | 1.3% | N/A | 0.000% | |
11/16/2023 | Harbour Investments Inc. | 45,863 | $6M | 0.3% | -0.2% | 0.000% | |
11/16/2023 | Horizon Family Wealth Inc. | 5,403 | $0.71M | 0.3% | +5.8% | 0.000% | |
11/16/2023 | Belpointe Asset Management LLC | 46,808 | $6.13M | 0.6% | +13.2% | 0.000% | |
11/16/2023 | Delos Wealth Advisors LLC | 7,785 | $1.06M | 1.3% | -1.7% | 0.000% | |
11/16/2023 | First Foundation Advisors | 62,596 | $8.19M | 0.4% | -0.7% | 0.001% | |
11/16/2023 | Beaird Harris Wealth Management LLC | 1,422 | $0.19M | 0.0% | +8.5% | 0.000% | |
11/16/2023 | Public Employees Retirement System of Ohio | 3,687,172 | $482.50M | 2.2% | -5.3% | 0.029% | |
11/16/2023 | Maripau Wealth Management LLC | 2,138 | $0.28M | 0.3% | -6.7% | 0.000% | |
11/16/2023 | Moneta Group Investment Advisors LLC | 172,385 | $22.56M | 0.5% | -2.8% | 0.001% | |
11/16/2023 | Spouting Rock Asset Management LLC | 38,882 | $5.09M | 1.6% | +1.0% | 0.000% | |
11/16/2023 | Studio Investment Management LLC | 61,587 | $8.06M | 2.2% | -6.1% | 0.000% | |
11/16/2023 | American Trust | 9,306 | $1.22M | 0.1% | +18.8% | 0.000% | |
11/16/2023 | Pacific Center for Financial Services | 3,460 | $0.45M | 0.2% | -20.3% | 0.000% | |
11/16/2023 | FineMark National Bank & Trust | 89,831 | $11.76M | 0.5% | -2.5% | 0.001% | |
11/16/2023 | Fairfield Bush & CO. | 5,061 | $0.66M | 0.4% | -91.4% | 0.000% | |
11/16/2023 | Advisors Capital Management LLC | 319,313 | $41.79M | 1.1% | +19.6% | 0.003% | |
11/16/2023 | Morgan Stanley | 111,257,729 | $14.56B | 1.5% | -1.7% | 0.889% | |
11/16/2023 | Journey Advisory Group LLC | 18,689 | $2.45M | 0.4% | +2.0% | 0.000% | |
11/16/2023 | Penserra Capital Management LLC | 66,654 | $8.72M | 0.2% | -4.5% | 0.001% | |
11/15/2023 | Stonebridge Capital Advisors LLC | 233,211 | $30.52M | 3.4% | +1.6% | 0.002% | |
11/15/2023 | Integrated Wealth Concepts LLC | 126,496 | $16.55M | 0.3% | +7.2% | 0.001% | |
11/15/2023 | Holderness Investments Co. | 38,464 | $5.03M | 2.0% | +2.0% | 0.000% | |
11/15/2023 | Townsquare Capital LLC | 352,787 | $46.17M | 0.8% | +4.5% | 0.003% | |
11/15/2023 | Ramirez Asset Management Inc. | 20,376 | $2.67M | 0.6% | N/A | 0.000% | |
11/15/2023 | Jag Capital Management LLC | 245,115 | $32.08M | 3.9% | -3.5% | 0.002% | |
11/15/2023 | WealthPlan Investment Management LLC | 20,434 | $2.67M | 0.3% | +72.1% | 0.000% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 720,876 | $94.33M | 0.4% | +21.2% | 0.006% | |
11/15/2023 | Toroso Investments LLC | 347,788 | $45.51M | 1.4% | +8.1% | 0.003% | |
11/15/2023 | FSA Wealth Management LLC | 3,180 | $0.42M | 0.2% | +8.2% | 0.000% | |
11/15/2023 | iA Global Asset Management Inc. | 1,686,960 | $220.76M | 3.6% | +119.2% | 0.013% | |
11/15/2023 | Orleans Capital Management Corp LA | 13,615 | $1.78M | 1.3% | +44.4% | 0.000% | |
11/15/2023 | The Manufacturers Life Insurance Company | 16,494,481 | $2.16B | 1.3% | +2.4% | 0.132% | |
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11/15/2023 | V Wealth Advisors LLC | 10,879 | $1.42M | 1.1% | -77.0% | 0.000% | |
11/15/2023 | Brick & Kyle Associates | 66,679 | $8.73M | 4.6% | +1.1% | 0.001% | |
11/15/2023 | Dana Investment Advisors Inc. | 487,174 | $63.75M | 3.3% | +1.7% | 0.004% | |
11/15/2023 | Tenere Capital LLC | 82,326 | $10.77M | 4.1% | -4.0% | 0.001% | |
11/15/2023 | Crestwood Advisors Group LLC | 660,036 | $86.37M | 2.3% | +8.4% | 0.005% | |
11/15/2023 | Objective Capital Management LLC | 10,623 | $1.39M | 1.2% | -2.0% | 0.000% | |
11/15/2023 | GSA Capital Partners LLP | 13,424 | $1.76M | 0.2% | N/A | 0.000% | |
11/15/2023 | Adalta Capital Management LLC | 44,340 | $5.80M | 4.0% | -0.6% | 0.000% | |
11/15/2023 | Theory Financial LLC | 2,043 | $0.27M | 0.2% | -7.1% | 0.000% | |
11/15/2023 | Cito Capital Group LLC | 16,520 | $2.16M | 1.0% | -10.8% | 0.000% | |