7/27/2024 | Zimmermann Investment Management & Planning LLC | 1,887 | $952K | 0.3% | +91.8% | 0.000% | |
7/27/2024 | Riversedge Advisors LLC | 1,287 | $649K | 0.2% | +3.5% | 0.000% | |
7/27/2024 | Kintegral Advisory LLC | 19,307 | $9.74M | 0.9% | -34.0% | 0.001% | |
7/27/2024 | Presidio Capital Management LLC | 615 | $310K | 0.2% | +18.7% | 0.000% | |
7/27/2024 | Whitaker Myers Wealth Managers LTD. | 1,116 | $563K | 0.2% | +22.8% | 0.000% | |
7/27/2024 | Trajan Wealth LLC | 96,540 | $48.68M | 3.1% | +6.9% | 0.004% | |
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7/27/2024 | Sterneck Capital Management LLC | 7,506 | $3.79M | 2.1% | -1.4% | 0.000% | |
7/27/2024 | Cypress Point Wealth Management LLC | 3,873 | $1.95M | 0.9% | -0.6% | 0.000% | |
7/27/2024 | Emfo LLC | 4,199 | $2.12M | 1.9% | +10.9% | 0.000% | |
7/26/2024 | Beacon Financial Advisory LLC | 2,637 | $1.33M | 0.5% | +60.3% | 0.000% | |
7/26/2024 | Arcadia Wealth Management LLC | 701 | $353K | 0.2% | -3.0% | 0.000% | |
7/26/2024 | Crown Wealth Group LLC | 2,333 | $1.18M | 0.6% | +23.6% | 0.000% | |
7/26/2024 | Aletheian Wealth Advisors LLC | 6,035 | $3.04M | 1.6% | -3.1% | 0.000% | |
7/26/2024 | Detalus Advisors LLC | 574 | $289K | 0.1% | N/A | 0.000% | |
7/26/2024 | West Branch Capital LLC | 5,247 | $2.65M | 1.0% | +7.2% | 0.000% | |
7/26/2024 | Ballast Advisors LLC | 3,780 | $1.91M | 0.6% | +3.3% | 0.000% | |
7/26/2024 | Echo45 Advisors LLC | 1,401 | $706K | 0.5% | -13.4% | 0.000% | |
7/26/2024 | 1900 Wealth Management LLC | 1,645 | $829K | 0.1% | +2.0% | 0.000% | |
7/26/2024 | Breakwater Capital Group | 2,720 | $1.37M | 0.3% | +3.5% | 0.000% | |
7/26/2024 | BLB&B Advisors LLC | 5,463 | $2.76M | 0.2% | +1.2% | 0.000% | |
7/26/2024 | Walkner Condon Financial Advisors LLC | 2,371 | $1.19M | 0.3% | -68.3% | 0.000% | |
7/26/2024 | Conning Inc. | 22,900 | $11.55M | 0.4% | +52.8% | 0.001% | |
7/26/2024 | Argonautica Private Wealth Management Inc. | 10,454 | $5.27M | 1.8% | +1.2% | 0.000% | |
7/26/2024 | K.J. Harrison & Partners Inc | 30,342 | $15.30M | 2.5% | +17.4% | 0.001% | |
7/26/2024 | McClarren Financial Advisors Inc. | 2,016 | $1.02M | 0.7% | +548.2% | 0.000% | |
7/26/2024 | Leith Wheeler Investment Counsel Ltd. | 17,168 | $8.66M | 0.7% | +12.4% | 0.001% | |
7/26/2024 | BCR Wealth Strategies LLC | 2,423 | $1.22M | 0.8% | +5.0% | 0.000% | |
7/26/2024 | Simmons Bank | 30,026 | $15.14M | 1.1% | +0.4% | 0.001% | |
7/26/2024 | Sprinkle Financial Consultants LLC | 1,385 | $698K | 0.6% | +2.3% | 0.000% | |
7/26/2024 | WealthShield Partners LLC | 7,882 | $3.97M | 0.6% | -31.6% | 0.000% | |
7/26/2024 | Checchi Capital Advisers LLC | 17,467 | $8.81M | 0.4% | +0.1% | 0.001% | |
7/26/2024 | Hapanowicz & Associates Financial Services Inc | 639 | $322K | 0.2% | N/A | 0.000% | |
7/26/2024 | Financial Connections Group Inc. | 344 | $173K | 0.1% | +23.3% | 0.000% | |
7/26/2024 | MWA Asset Management | 8,170 | $4.12M | 2.9% | -0.7% | 0.000% | |
7/26/2024 | Worth Financial Advisory Group LLC | 2,456 | $1.24M | 0.8% | +43.4% | 0.000% | |
7/26/2024 | Hall Capital Management Co. Inc. | 2,569 | $1.30M | 0.6% | +158.7% | 0.000% | |
7/26/2024 | Harbour Investments Inc. | 10,698 | $5.39M | 0.2% | +2.8% | 0.000% | |
7/26/2024 | Klein Pavlis & Peasley Financial Inc. | 400 | $202K | 0.2% | N/A | 0.000% | |
7/26/2024 | LS Investment Advisors LLC | 5,524 | $2.79M | 0.4% | +128.3% | 0.000% | |
7/26/2024 | Park Edge Advisors LLC | 3,430 | $1.73M | 0.5% | -25.1% | 0.000% | |
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7/26/2024 | Bensler LLC | 1,791 | $903K | 0.1% | -7.9% | 0.000% | |
7/26/2024 | Smallwood Wealth Investment Management LLC | 416 | $210K | 0.2% | N/A | 0.000% | |
7/26/2024 | Eagle Bay Advisors LLC | 1,095 | $552K | 0.3% | -22.0% | 0.000% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 13,365 | $6.74M | 1.0% | +21.0% | 0.001% | |
7/26/2024 | AustralianSuper Pty Ltd | 734,463 | $370.33M | 2.1% | -3.6% | 0.029% | |
7/26/2024 | Instrumental Wealth LLC | 1,024 | $516K | 0.5% | -2.6% | 0.000% | |
7/26/2024 | Atomi Financial Group Inc. | 61,169 | $30.84M | 2.3% | +27.2% | 0.002% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 289,443 | $145.94M | 0.5% | +3.6% | 0.011% | |
7/26/2024 | Crew Capital Management Ltd. | 1,029 | $519K | 0.4% | -69.0% | 0.000% | |
7/26/2024 | Skylands Capital LLC | 11,220 | $5.66M | 0.8% | -7.4% | 0.000% | |
7/26/2024 | Integrity Wealth Solutions LLC | 938 | $473K | 0.3% | -52.3% | 0.000% | |
7/26/2024 | ARK Investment Management LLC | 433,656 | $218.66M | 1.9% | -0.6% | 0.017% | |
7/26/2024 | Legato Capital Management LLC | 3,440 | $1.74M | 0.2% | -43.9% | 0.000% | |
7/26/2024 | Granite Harbor Advisors Inc. | 6,598 | $3.33M | 2.1% | -0.3% | 0.000% | |
7/26/2024 | Atlantic Edge Private Wealth Management LLC | 7,014 | $3.54M | 1.2% | +1.9% | 0.000% | |
7/26/2024 | Summit Securities Group LLC | 179 | $90K | 0.0% | -94.4% | 0.000% | |
7/26/2024 | Aspen Investment Management Inc | 2,058 | $1.04M | 0.5% | +59.5% | 0.000% | |
7/26/2024 | Dearborn Partners LLC | 933 | $471K | 0.0% | +12.1% | 0.000% | |
7/26/2024 | RiverPark Advisors LLC | 12,577 | $6.34M | 5.2% | -6.2% | 0.000% | |
7/26/2024 | GAM Holding AG | 89,288 | $45.02M | 3.5% | +2.1% | 0.004% | |
7/26/2024 | Saxony Capital Management LLC | 1,362 | $687K | 0.8% | +17.7% | 0.000% | |
7/26/2024 | AlphaStar Capital Management LLC | 8,983 | $4.53M | 0.4% | +21.7% | 0.000% | |
7/26/2024 | Railway Pension Investments Ltd | 360,820 | $181.93M | 2.2% | -15.9% | 0.014% | |
7/26/2024 | Latitude Advisors LLC | 2,449 | $1.24M | 0.8% | +3.9% | 0.000% | |
7/26/2024 | My Personal CFO LLC | 2,804 | $1.41M | 0.8% | +6.1% | 0.000% | |
7/26/2024 | Davis Rea LTD. | 41,232 | $20.79M | 10.4% | +22.4% | 0.002% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 111,955 | $56.45M | 1.4% | +3.5% | 0.004% | |
7/26/2024 | Cryder Capital Partners LLP | 481,511 | $242.79M | 15.2% | -31.3% | 0.019% | |
7/26/2024 | Mitsubishi UFJ Asset Management UK Ltd. | 5,200 | $2.62M | 1.4% | -38.8% | 0.000% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 1,520,149 | $766.49M | 1.2% | +13.0% | 0.060% | |
7/26/2024 | State of Michigan Retirement System | 868,314 | $437.82M | 2.3% | +0.5% | 0.034% | |
7/26/2024 | Liontrust Investment Partners LLP | 122,412 | $61.72M | 0.9% | +101.7% | 0.005% | |
7/26/2024 | Callan Family Office LLC | 963 | $486K | 0.1% | N/A | 0.000% | |
7/26/2024 | Cohen Investment Advisors LLC | 10,046 | $5.07M | 3.5% | -1.1% | 0.000% | |
7/26/2024 | Hyman Charles D | 3,625 | $1.83M | 0.1% | +6.7% | 0.000% | |
7/26/2024 | St. Johns Investment Management Company LLC | 5,531 | $2.79M | 1.3% | +7.8% | 0.000% | |
7/26/2024 | Pegasus Asset Management Inc. | 17,313 | $8.73M | 3.3% | +9.3% | 0.001% | |
7/26/2024 | SlateStone Wealth LLC | 3,678 | $1.86M | 0.2% | +0.7% | 0.000% | |
7/26/2024 | Rational Advisors LLC | 8,026 | $4.05M | 0.4% | -5.4% | 0.000% | |
7/26/2024 | Bailard Inc. | 80,708 | $40.69M | 1.1% | +19.5% | 0.003% | |
7/26/2024 | Verdence Capital Advisors LLC | 20,257 | $10.21M | 0.9% | +2.1% | 0.001% | |
7/26/2024 | Bank of New York Mellon Corp | 15,104,048 | $7.62B | 1.4% | -2.1% | 0.595% | |
7/26/2024 | Catalyst Financial Partners LLC | 7,729 | $3.90M | 0.9% | +9.6% | 0.000% | |
7/26/2024 | Bristlecone Advisors LLC | 23,743 | $11.97M | 1.0% | -8.5% | 0.001% | |
7/26/2024 | Salomon & Ludwin LLC | 1,424 | $718K | 0.1% | -2.9% | 0.000% | |
7/26/2024 | EFG Asset Management North America Corp. | 22,879 | $11.54M | 2.0% | +4.0% | 0.001% | |
7/26/2024 | Intrinsic Value Partners LLC | 9,218 | $4.65M | 4.8% | -3.2% | 0.000% | |
7/26/2024 | Townsend Asset Management Corp NC ADV | 1,029 | $519K | 0.2% | +9.4% | 0.000% | |
7/26/2024 | IMA Advisory Services Inc. | 12,207 | $6.16M | 1.4% | +6.5% | 0.000% | |
7/26/2024 | Proficio Capital Partners LLC | 10,215 | $5.15M | 0.5% | +6.8% | 0.000% | |
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7/26/2024 | Catalyst Capital Advisors LLC | 6,855 | $3.46M | 0.1% | -0.3% | 0.000% | |
7/25/2024 | New Millennium Group LLC | 6,946 | $3.50M | 2.3% | +54.1% | 0.000% | |
7/25/2024 | Rooted Wealth Advisors Inc. | 1,910 | $909K | 0.4% | +9.5% | 0.000% | |
7/25/2024 | First Heartland Consultants Inc. | 3,614 | $1.82M | 0.1% | +3.7% | 0.000% | |
7/25/2024 | MinichMacGregor Wealth Management LLC | 775 | $391K | 0.1% | +5.4% | 0.000% | |
7/25/2024 | Hills Bank & Trust Co | 14,085 | $7.10M | 0.6% | +5.0% | 0.001% | |
7/25/2024 | Cypress Capital Group | 4,396 | $2.22M | 0.3% | +89.2% | 0.000% | |
7/25/2024 | Raymond James Trust N.A. | 76,358 | $38.50M | 0.9% | +2.3% | 0.003% | |
7/25/2024 | WD Rutherford LLC | 3,748 | $1.89M | 0.9% | +85.3% | 0.000% | |
7/25/2024 | Highland Capital Management LLC | 51,424 | $25.93M | 1.5% | -3.6% | 0.002% | |