8/1/2025 | Boyd Watterson Asset Management LLC OH | 8,874 | $468K | 0.1% | -95.7% | 0.002% | |
8/1/2025 | Transcend Capital Advisors LLC | 10,566 | $557K | 0.0% | -7.8% | 0.003% | |
7/31/2025 | Graybill Wealth Management LTD. | 86,270 | $4.55M | 1.5% | +1.1% | 0.021% | |
7/31/2025 | Leavell Investment Management Inc. | 499,781 | $26.37M | 1.2% | +8.7% | 0.121% | |
7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 817,000 | $43.11M | 0.0% | -10.8% | 0.198% | |
7/31/2025 | West Michigan Advisors LLC | 6,025 | $318K | 0.1% | -3.3% | 0.001% | |
7/31/2025 | Money Design Co. Ltd. | 1,266,732 | $66.83M | 3.1% | +89.3% | 0.307% | |
7/30/2025 | Capital Investment Services of America Inc. | 126,240 | $6.66M | 0.6% | -2.2% | 0.031% | |
7/30/2025 | Whittier Trust Co. | 58,628 | $3.09M | 0.0% | -1.0% | 0.014% | |
7/30/2025 | Alexis Investment Partners LLC | 17,350 | $915K | 0.4% | -2.8% | 0.004% | |
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7/30/2025 | Princeton Global Asset Management LLC | 50,805 | $2.68M | 0.5% | +0.6% | 0.012% | |
7/29/2025 | Curbstone Financial Management Corp | 63,890 | $3.37M | 0.7% | -0.9% | 0.015% | |
7/29/2025 | Foster & Motley Inc. | 4,032 | $213K | 0.0% | N/A | 0.001% | |
7/29/2025 | Private Trust Co. NA | 1,402 | $74K | 0.0% | -72.2% | 0.000% | |
7/28/2025 | Copia Wealth Management | 743 | $39K | 0.0% | -23.5% | 0.000% | |
7/28/2025 | Private Wealth Asset Management LLC | 557 | $29K | 0.0% | N/A | 0.000% | |
7/28/2025 | Equitable Trust Co. | 149,997 | $7.91M | 0.4% | +12.7% | 0.036% | |
7/25/2025 | Meritage Portfolio Management | 177,325 | $9.36M | 0.6% | -2.0% | 0.043% | |
7/23/2025 | NBT Bank N A NY | 248,321 | $13.10M | 0.9% | -2.1% | 0.060% | |
7/23/2025 | DMC Group LLC | 72,261 | $3.81M | 3.0% | +27.2% | 0.018% | |
7/23/2025 | BankPlus Trust Department | 13,914 | $734K | 0.2% | -1.9% | 0.003% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 21,785 | $1.15M | 0.1% | -36.8% | 0.005% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 544,773 | $28.74M | 0.4% | -34.3% | 0.133% | |
7/22/2025 | Mascoma Wealth Management LLC | 2,688 | $142K | 0.0% | -33.7% | 0.001% | |
7/21/2025 | Tilia Fiduciary Partners Inc. | 42,752 | $2.26M | 1.4% | +5.3% | 0.010% | |
7/21/2025 | Ameriflex Group Inc. | 1,764 | $93K | 0.0% | -58.9% | 0.000% | |
7/18/2025 | Bartlett & CO. Wealth Management LLC | 693,523 | $36.59M | 0.5% | +6.6% | 0.170% | |
7/18/2025 | Parkside Investments LLC | 1,320,082 | $69.65M | 9.5% | +26.4% | 0.323% | |
7/17/2025 | Janney Capital Management LLC | 7,636 | $403K | 0.0% | -3.1% | 0.002% | |
7/17/2025 | Janney Montgomery Scott LLC | 680,493 | $35.90M | 0.1% | +0.7% | 0.167% | |
7/17/2025 | Fort Washington Investment Advisors Inc. OH | 13,564 | $716K | 0.0% | -4.1% | 0.003% | |
7/17/2025 | Keystone Global Partners LLC | 520,705 | $27K | 0.0% | +108.8% | 0.127% | |
7/16/2025 | Gradient Capital Advisors LLC | 72,664 | $3.83M | 1.1% | -10.9% | 0.018% | |
7/16/2025 | ST Germain D J Co. Inc. | 6,536 | $345K | 0.0% | +20.6% | 0.002% | |
7/16/2025 | Beaumont Financial Advisors LLC | 14,596 | $770K | 0.1% | -3.3% | 0.004% | |
7/16/2025 | A. D. Beadell Investment Counsel Inc. | 30,150 | $1.59M | 1.2% | +7.7% | 0.007% | |
7/15/2025 | TD Private Client Wealth LLC | 604,521 | $31.90M | 0.8% | +10.6% | 0.148% | |
7/15/2025 | Graypoint LLC | 487,738 | $25.73M | 1.4% | +11.2% | 0.119% | |
7/15/2025 | GSB Wealth Management LLC | 84,207 | $4.44M | 1.1% | +3.2% | 0.021% | |
7/14/2025 | AdvisorNet Financial Inc | 17,028 | $898K | 0.1% | +9.4% | 0.004% | |
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7/11/2025 | Farther Finance Advisors LLC | 10,503 | $554K | 0.0% | +9.8% | 0.003% | |
7/10/2025 | Burns J W & Co. Inc. NY | 89,156 | $4.70M | 0.6% | +7.4% | 0.022% | |
7/10/2025 | Klaas Financial Asset Advisors LLC | 962,538 | $50.78M | 8.0% | +1.3% | 0.234% | |
7/9/2025 | Fiduciary Alliance LLC | 12,547 | $662K | 0.0% | -77.0% | 0.003% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 23,531 | $1.24M | 0.0% | +52.6% | 0.006% | |
7/8/2025 | Strategic Advocates LLC | 315,403 | $16.64M | 4.9% | +3.3% | 0.077% | |
7/8/2025 | Parallel Advisors LLC | 335,115 | $17.68M | 0.4% | +11.3% | 0.081% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 868 | $46K | 0.0% | N/A | 0.000% | |
6/6/2025 | eCIO Inc. | 4,810 | $252K | 0.1% | N/A | 0.001% | |
5/20/2025 | Strive Asset Management LLC | 7,870 | $412K | 0.3% | +30.0% | 0.002% | |
5/16/2025 | Peloton Wealth Strategists | 11,860 | $621K | 0.3% | -2.5% | 0.003% | |
5/16/2025 | Alexis Investment Partners LLC | 17,850 | $935K | 0.4% | +93.0% | 0.004% | |
5/16/2025 | American Family Investments Inc. | 185,000 | $9.69M | 0.7% | -72.4% | 0.046% | |
5/15/2025 | Baird Financial Group Inc. | 323,130 | $16.92M | 0.0% | +2.2% | 0.080% | |
5/15/2025 | OLD Mission Capital LLC | 35,334 | $1.85M | 0.0% | N/A | 0.009% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 5,839 | $306K | 0.2% | -7.1% | 0.001% | |
5/14/2025 | Keeley Teton Advisors LLC | 8,882 | $465K | 0.1% | -5.3% | 0.002% | |
5/14/2025 | Allstate Corp | 4,149,335 | $217.30M | 6.4% | +0.8% | 1.033% | |
5/14/2025 | Ameriprise Financial Inc. | 13,777,629 | $729.41M | 0.2% | +3.9% | 3.429% | |
5/14/2025 | Summit Financial LLC | 257,948 | $13.51M | 0.4% | +11.0% | 0.064% | |
5/14/2025 | Flow Traders U.S. LLC | 148,792 | $7.79M | 0.3% | N/A | 0.037% | |
5/14/2025 | Colonial Trust Advisors | 3,648 | $191K | 0.0% | +12.3% | 0.001% | |
5/14/2025 | Disciplina Capital Management LLC | 232,437 | $12.17M | 1.8% | +84.3% | 0.058% | |
5/12/2025 | SouthState Corp | 91,071 | $4.77M | 0.2% | -5.6% | 0.023% | |
5/12/2025 | JPMorgan Chase & Co. | 2,811,691 | $147.25M | 0.0% | -11.1% | 0.700% | |
5/12/2025 | Zions Bancorporation National Association UT | 3,000 | $157K | 0.0% | N/A | 0.001% | |
5/12/2025 | Hirtle Callaghan & Co LLC | 47,059 | $2.46M | 0.1% | -20.1% | 0.012% | |
5/9/2025 | City of London Investment Management Co. Ltd. | 16,569 | $868K | 0.1% | +44.5% | 0.004% | |
5/9/2025 | West Michigan Advisors LLC | 6,228 | $326K | 0.1% | -4.6% | 0.002% | |
5/9/2025 | iA Global Asset Management Inc. | 50,000 | $2.62M | 0.0% | N/A | 0.012% | |
5/8/2025 | Strategic Advocates LLC | 305,260 | $15.99M | 5.6% | +68.5% | 0.076% | |
5/8/2025 | Davis R M Inc. | 139,067 | $7.28M | 0.1% | -6.3% | 0.035% | |
5/8/2025 | SlateStone Wealth LLC | 18,995 | $995K | 0.1% | +30.6% | 0.005% | |
5/8/2025 | Arkadios Wealth Advisors | 35,571 | $1.86M | 0.1% | +27.5% | 0.009% | |
5/7/2025 | NYL Investors LLC | 4,923,053 | $257.82M | 16.5% | -49.3% | 1.225% | |
5/7/2025 | Vantage Financial Partners LLC | 79,435 | $4.16M | 1.0% | +49.0% | 0.020% | |
5/7/2025 | Valley Wealth Managers Inc. | 1,236 | $65K | 0.0% | +64.6% | 0.000% | |
5/7/2025 | FourThought Financial Partners LLC | 6,076 | $318K | 0.0% | -52.3% | 0.002% | |
5/7/2025 | Nvwm LLC | 36,301 | $1.90M | 0.5% | +79.0% | 0.009% | |
5/7/2025 | Equitable Trust Co. | 133,073 | $6.97M | 0.4% | +1.1% | 0.033% | |
5/6/2025 | Winthrop Capital Management LLC | 40,320 | $2.11M | 0.6% | +18.8% | 0.010% | |
5/6/2025 | Boyd Watterson Asset Management LLC OH | 205,399 | $10.76M | 3.4% | -59.3% | 0.051% | |
5/6/2025 | City National Bank of Florida MSD | 27,976 | $1.47M | 1.3% | -4.2% | 0.007% | |
5/6/2025 | Mount Lucas Management LP | 14,523 | $761K | 0.2% | -1.9% | 0.004% | |
5/5/2025 | Crestwood Advisors Group LLC | 175,563 | $9.19M | 0.2% | +2.1% | 0.044% | |
5/5/2025 | Gradient Capital Advisors LLC | 81,579 | $4.27M | 1.4% | +5.1% | 0.020% | |
5/5/2025 | Hollencrest Capital Management | 56,397 | $2.95M | 0.1% | -4.8% | 0.014% | |
5/2/2025 | Graypoint LLC | 438,642 | $22.97M | 1.4% | +25.0% | 0.109% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 7,125 | $373K | 0.0% | -4.2% | 0.002% | |
5/2/2025 | Whittier Trust Co. | 59,209 | $3.10M | 0.0% | -7.2% | 0.015% | |
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5/2/2025 | Graybill Wealth Management LTD. | 85,334 | $4.47M | 1.5% | N/A | 0.021% | |
5/2/2025 | United Community Bank | 34,133 | $1.79M | 0.7% | -25.8% | 0.008% | |
5/1/2025 | FDx Advisors Inc. | 34,873 | $1.83M | 0.6% | -6.1% | 0.009% | |
5/1/2025 | BankPlus Trust Department | 14,184 | $743K | 0.2% | +5.8% | 0.004% | |
4/30/2025 | DMC Group LLC | 56,819 | $2.98M | 2.4% | +23.7% | 0.014% | |
4/30/2025 | Hunter Associates Investment Management LLC | 46,457 | $2.43M | 0.4% | -4.6% | 0.012% | |
4/30/2025 | Leavell Investment Management Inc. | 459,636 | $24.07M | 1.2% | +8.1% | 0.114% | |
4/29/2025 | Cooksen Wealth LLC | 32,815 | $1.68M | 1.7% | +3.6% | 0.008% | |
4/29/2025 | TD Private Client Wealth LLC | 546,464 | $28.62M | 0.8% | +23.5% | 0.136% | |
4/29/2025 | Bank of New York Mellon Corp | 470,015 | $24.62M | 0.0% | +3.7% | 0.117% | |