4/27/2024 | James Hambro & Partners | 272,403 | $126.41M | 5.9% | +1.2% | 0.057% | |
4/27/2024 | Conning Inc. | 3,051 | $1.42M | 0.0% | -1.6% | 0.001% | |
4/27/2024 | McCollum Christoferson Group LLC | 26,516 | $12.31M | 3.6% | -0.8% | 0.006% | |
4/26/2024 | Pinnacle Associates Ltd. | 4,136 | $1.92M | 0.0% | -0.8% | 0.001% | |
4/26/2024 | Trueblood Wealth Management LLC | 3,590 | $1.67M | 1.0% | +3.5% | 0.001% | |
4/26/2024 | Sterling Investment Counsel LLC | 579 | $269K | 0.1% | +4.5% | 0.000% | |
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4/26/2024 | Securian Asset Management Inc. | 28,560 | $13.26M | 0.4% | -7.0% | 0.006% | |
4/26/2024 | BLB&B Advisors LLC | 16,728 | $7.77M | 0.4% | +6.1% | 0.003% | |
4/26/2024 | Conestoga Capital Advisors LLC | 2,255 | $1.05M | 0.0% | -5.5% | 0.000% | |
4/26/2024 | UMB Bank n.a. | 88,853 | $41.26M | 0.7% | -22.9% | 0.018% | |
4/26/2024 | Riverbridge Partners LLC | 14,372 | $6.67M | 0.1% | -1.5% | 0.003% | |
4/26/2024 | Yousif Capital Management LLC | 89,904 | $41.74M | 0.5% | -1.6% | 0.019% | |
4/26/2024 | YHB Investment Advisors Inc. | 10,178 | $4.73M | 0.4% | -0.9% | 0.002% | |
4/26/2024 | SlateStone Wealth LLC | 4,215 | $1.96M | 0.2% | +128.7% | 0.001% | |
4/26/2024 | ZWJ Investment Counsel Inc. | 1,231 | $572K | 0.0% | N/A | 0.000% | |
4/26/2024 | First National Trust Co | 39,132 | $18.17M | 0.7% | -11.0% | 0.008% | |
4/26/2024 | Sage Rhino Capital LLC | 438 | $203K | 0.0% | N/A | 0.000% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 16,939 | $7.87M | 0.5% | +4.8% | 0.004% | |
4/26/2024 | Mitchell & Pahl Private Wealth LLC | 7,641 | $3.55M | 1.9% | -1.0% | 0.002% | |
4/26/2024 | Members Trust Co | 646 | $300K | 0.0% | +3.7% | 0.000% | |
4/26/2024 | SYSTM Wealth Solutions LLC | 4,188 | $1.95M | 0.2% | +1.8% | 0.001% | |
4/26/2024 | Sumitomo Life Insurance Co. | 4,784 | $2.22M | 0.1% | -3.9% | 0.001% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 65,821 | $30.56M | 0.7% | N/A | 0.014% | |
4/26/2024 | MONECO Advisors LLC | 756 | $351K | 0.1% | +10.9% | 0.000% | |
4/26/2024 | Verdence Capital Advisors LLC | 1,057 | $491K | 0.0% | -2.8% | 0.000% | |
4/26/2024 | Petredis Investment Advisors LLC | 6,710 | $3.12M | 0.4% | +2.0% | 0.001% | |
4/26/2024 | Robeco Schweiz AG | 55,278 | $25.67M | 0.4% | -17.1% | 0.011% | |
4/26/2024 | Terra Nova Asset Management LLC | 1,762 | $818K | 0.7% | +14.7% | 0.000% | |
4/26/2024 | Checchi Capital Advisers LLC | 3,325 | $1.54M | 0.1% | -5.6% | 0.001% | |
4/26/2024 | Latitude Advisors LLC | 804 | $373K | 0.2% | -13.5% | 0.000% | |
4/26/2024 | Tritonpoint Wealth LLC | 1,715 | $796K | 0.1% | +7.1% | 0.000% | |
4/25/2024 | Jacobsen Capital Management | 758 | $352K | 0.2% | -3.2% | 0.000% | |
4/25/2024 | Lindbrook Capital LLC | 2,614 | $1.21M | 0.1% | +1.4% | 0.001% | |
4/25/2024 | New York State Teachers Retirement System | 475,122 | $220.61M | 0.5% | -3.6% | 0.099% | |
4/25/2024 | WCM Investment Management LLC | 3,489,936 | $1.62B | 3.9% | -1.8% | 0.725% | |
4/25/2024 | Lodestar Private Asset Management LLC | 450 | $209K | 0.0% | N/A | 0.000% | |
4/25/2024 | Mendota Financial Group LLC | 318 | $148K | 0.1% | -33.3% | 0.000% | |
4/25/2024 | Bank of New York Mellon Corp | 7,423,432 | $3.45B | 0.7% | -0.1% | 1.541% | |
4/25/2024 | Strategy Asset Managers LLC | 828 | $385K | 0.1% | +3.8% | 0.000% | |
4/25/2024 | Bridges Investment Management Inc. | 10,042 | $4.66M | 0.1% | +6.3% | 0.002% | |
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4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 492,803 | $228.82M | 0.8% | +2.0% | 0.102% | |
4/25/2024 | L.M. Kohn & Company | 1,377 | $639K | 0.2% | +25.6% | 0.000% | |
4/25/2024 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 133,296 | $61.89M | 0.7% | +1.4% | 0.028% | |
4/25/2024 | Aaron Wealth Advisors LLC | 2,544 | $1.18M | 0.2% | +14.6% | 0.001% | |
4/25/2024 | Valeo Financial Advisors LLC | 4,252 | $1.89M | 0.1% | +3.3% | 0.001% | |
4/25/2024 | Smallwood Wealth Investment Management LLC | 827 | $384K | 0.3% | +6.4% | 0.000% | |
4/25/2024 | Freedom Day Solutions LLC | 5,042 | $2.34M | 0.8% | -0.7% | 0.001% | |
4/25/2024 | Summit Financial LLC | 4,210 | $1.96M | 0.1% | -4.4% | 0.001% | |
4/25/2024 | Albert D Mason Inc. | 6,369 | $2.96M | 1.8% | +1.5% | 0.001% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 20,144 | $9.35M | 0.0% | +1.6% | 0.004% | |
4/25/2024 | Heirloom Wealth Management | 26,029 | $12.09M | 4.1% | -2.0% | 0.005% | |
4/24/2024 | Private Trust Co. NA | 3,750 | $1.74M | 0.2% | +5.8% | 0.001% | |
4/24/2024 | Leavell Investment Management Inc. | 4,122 | $1.91M | 0.1% | +7.0% | 0.001% | |
4/24/2024 | Polaris Capital Management LLC | 484,392 | $224.91M | 11.2% | -4.8% | 0.101% | |
4/24/2024 | Zhang Financial LLC | 2,717 | $1.26M | 0.1% | +6.3% | 0.001% | |
4/24/2024 | CENTRAL TRUST Co | 10,628 | $4.94M | 0.1% | -0.2% | 0.002% | |
4/24/2024 | V Square Quantitative Management LLC | 11,250 | $5.22M | 0.9% | +21.2% | 0.002% | |
4/24/2024 | Adams Natural Resources Fund Inc. | 71,000 | $32.97M | 4.6% | +1.1% | 0.015% | |
4/24/2024 | Adams Diversified Equity Fund Inc. | 61,400 | $28.51M | 1.0% | +5.7% | 0.013% | |
4/24/2024 | Premier Path Wealth Partners LLC | 2,431 | $1.13M | 0.2% | -1.7% | 0.001% | |
4/24/2024 | Dakota Wealth Management | 8,887 | $4.13M | 0.1% | -2.6% | 0.002% | |
4/24/2024 | Simplicity Wealth LLC | 17,614 | $8.18M | 0.2% | +1,038.6% | 0.004% | |
4/24/2024 | NBT Bank N A NY | 9,218 | $4.28M | 0.3% | -2.7% | 0.002% | |
4/24/2024 | Childress Capital Advisors LLC | 1,597 | $742K | 0.2% | -13.8% | 0.000% | |
4/24/2024 | Avitas Wealth Management LLC | 5,289 | $2.46M | 0.4% | +1.4% | 0.001% | |
4/24/2024 | First Pacific Financial | 65 | $30K | 0.0% | N/A | 0.000% | |
4/24/2024 | Essex Financial Services Inc. | 2,913 | $1.35M | 0.1% | +5.5% | 0.001% | |
4/24/2024 | Bar Harbor Wealth Management | 1,787 | $830K | 0.1% | -15.1% | 0.000% | |
4/24/2024 | West Branch Capital LLC | 1,032 | $479K | 0.2% | +78.5% | 0.000% | |
4/24/2024 | Assenagon Asset Management S.A. | 12,995 | $6.03M | 0.0% | -1.1% | 0.003% | |
4/23/2024 | Iowa State Bank | 5,835 | $2.71M | 0.6% | -1.3% | 0.001% | |
4/23/2024 | Busey Bank | 41,495 | $19.27M | 0.7% | +1.0% | 0.009% | |
4/23/2024 | Sky Investment Group LLC | 27,082 | $12.58M | 2.4% | -0.7% | 0.006% | |
4/23/2024 | Bfsg LLC | 13,097 | $6.08M | 0.8% | +0.3% | 0.003% | |
4/23/2024 | Global Retirement Partners LLC | 947 | $440K | 0.0% | +10.1% | 0.000% | |
4/23/2024 | Louisiana State Employees Retirement System | 66,000 | $30.65M | 0.6% | +125.3% | 0.014% | |
4/23/2024 | Sage Mountain Advisors LLC | 2,062 | $958K | 0.1% | +10.2% | 0.000% | |
4/23/2024 | Moody Lynn & Lieberson LLC | 63,969 | $29.70M | 2.0% | +0.5% | 0.013% | |
4/23/2024 | United Asset Strategies Inc. | 5,532 | $2.57M | 0.3% | -2.7% | 0.001% | |
4/23/2024 | Venturi Wealth Management LLC | 4,199 | $1.95M | 0.1% | -2.6% | 0.001% | |
4/23/2024 | Asset Planning Services Inc. LA ADV | 2,360 | $1.10M | 0.6% | +2.2% | 0.000% | |
4/23/2024 | Live Oak Private Wealth LLC | 3,853 | $1.79M | 0.3% | +1.0% | 0.001% | |
4/23/2024 | Community Financial Services Group LLC | 11,585 | $5.38M | 1.2% | N/A | 0.002% | |
4/23/2024 | Amalgamated Bank | 101,370 | $47.07M | 0.4% | -14.7% | 0.021% | |
4/23/2024 | Legacy Trust | 1,124 | $522K | 0.1% | +2.8% | 0.000% | |
4/23/2024 | Gradient Investments LLC | 1,133 | $526K | 0.0% | -21.6% | 0.000% | |
4/23/2024 | New Mexico Educational Retirement Board | 24,436 | $11.35M | 0.4% | -3.9% | 0.005% | |
4/23/2024 | Sugarloaf Wealth Management LLC | 372 | $173K | 0.0% | +22.4% | 0.000% | |
4/23/2024 | TrueWealth Advisors LLC | 736 | $342K | 0.1% | -3.3% | 0.000% | |
4/23/2024 | Tyche Wealth Partners LLC | 1,838 | $853K | 0.2% | -35.4% | 0.000% | |
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4/23/2024 | Fifth Third Bancorp | 282,473 | $131.16M | 0.5% | +3.0% | 0.059% | |
4/23/2024 | Wesbanco Bank Inc. | 20,868 | $9.69M | 0.4% | -1.3% | 0.004% | |
4/23/2024 | Summit Trail Advisors LLC | 6,258 | $2.91M | 0.1% | +17.9% | 0.001% | |
4/23/2024 | Duncker Streett & Co. Inc. | 5,888 | $2.73M | 0.5% | +404.1% | 0.001% | |
4/23/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 3,619 | $1.62M | 0.0% | -0.9% | 0.001% | |
4/23/2024 | Cigna Investments Inc. New | 5,127 | $2.38M | 0.4% | -0.9% | 0.001% | |
4/23/2024 | Strategic Blueprint LLC | 2,406 | $1.12M | 0.1% | +2.7% | 0.000% | |
4/23/2024 | Revisor Wealth Management LLC | 1,813 | $793K | 0.4% | +128.6% | 0.000% | |
4/23/2024 | Financial Consulate Inc. | 640 | $297K | 0.1% | N/A | 0.000% | |
4/23/2024 | Hanson & Doremus Investment Management | 133 | $62K | 0.0% | +56.5% | 0.000% | |