9/29/2023 | Schoolcraft Capital LLC | 1,818 | $0.62M | 0.2% | N/A | 0.000% | |
9/26/2023 | Intrepid Capital Management Inc. | 2,995 | $1.02M | 0.7% | +6.6% | 0.000% | |
9/26/2023 | DecisionPoint Financial LLC | 6,396 | $2.18M | 1.1% | -0.5% | 0.000% | |
9/26/2023 | M Holdings Securities Inc. | 29,098 | $9.91M | 2.0% | -42.9% | 0.000% | |
9/26/2023 | BROOKFIELD Corp ON | 96,096 | $32.73M | 0.1% | -11.0% | 0.001% | |
9/21/2023 | Halpern Financial Inc. | 705 | $0.24M | 0.1% | -17.1% | 0.000% | |
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9/21/2023 | Baystate Wealth Management LLC | 16,455 | $5.60M | 0.4% | +3.5% | 0.000% | |
9/20/2023 | Mondrian Investment Partners LTD | 522,611 | $177.97M | 3.5% | -19.6% | 0.007% | |
9/19/2023 | Birmingham Capital Management Co. Inc. AL | 2,136 | $0.73M | 0.3% | -37.8% | 0.000% | |
9/18/2023 | Cape ANN Savings Bank | 19,029 | $6.48M | 4.3% | +0.9% | 0.000% | |
9/14/2023 | Proquility Private Wealth Partners LLC | 7,920 | $2.70M | 1.1% | +12.4% | 0.000% | |
9/14/2023 | IMS Capital Management | 22,495 | $7.66M | 4.3% | +1.0% | 0.000% | |
9/13/2023 | AWM Capital LLC | 3,021 | $1.03M | 0.2% | -1.1% | 0.000% | |
9/13/2023 | CGC Financial Services LLC | 3,053 | $1.04M | 0.7% | N/A | 0.000% | |
9/12/2023 | Farther Finance Advisors LLC | 23,150 | $7.88M | 1.7% | +85.7% | 0.000% | |
9/12/2023 | Prosperity Wealth Management Inc. | 20,103 | $6.85M | 4.4% | -0.3% | 0.000% | |
9/12/2023 | Prosperity Financial Group Inc. | 15,577 | $5.31M | 4.7% | +5.2% | 0.000% | |
9/12/2023 | Davidson Kempner Capital Management LP | 75,000 | $25.52M | 0.5% | -25.0% | 0.001% | |
9/12/2023 | DCM Advisors LLC | 57,058 | $19.43M | 8.3% | -2.0% | 0.001% | |
9/11/2023 | Dechtman Wealth Management LLC | 4,929 | $1.68M | 0.5% | N/A | 0.000% | |
9/8/2023 | Tucker Asset Management LLC | 3,125 | $1.06M | 0.3% | +28.9% | 0.000% | |
9/7/2023 | Academy Capital Management Inc. TX | 153,400 | $52.24M | 10.5% | -0.6% | 0.002% | |
9/7/2023 | Triatomic Management LP | 1,443 | $0.49M | 0.5% | N/A | 0.000% | |
9/7/2023 | Scarborough Advisors LLC | 21,937 | $7.47M | 1.8% | +1.2% | 0.000% | |
9/7/2023 | Jag Capital Management LLC | 167,665 | $57.10M | 6.6% | -1.9% | 0.002% | |
9/7/2023 | ST Germain D J Co. Inc. | 89,262 | $30.40M | 1.6% | N/A | 0.001% | |
9/7/2023 | Strategic Financial Concepts LLC | 5,012 | $1.71M | 0.6% | -2.9% | 0.000% | |
9/5/2023 | Westshore Wealth LLC | 7,068 | $2.41M | 1.2% | +5.7% | 0.000% | |
9/5/2023 | Meritas Wealth Management LLC | 4,883 | $1.66M | 1.2% | +5.6% | 0.000% | |
9/5/2023 | Covenant Partners LLC | 11,863 | $4.04M | 1.5% | +0.5% | 0.000% | |
9/5/2023 | Delos Wealth Advisors LLC | 3,989 | $1.36M | 1.7% | -4.1% | 0.000% | |
9/1/2023 | Portside Wealth Group LLC | 39,653 | $13.50M | 1.1% | N/A | 0.001% | |
9/1/2023 | Corrigan Financial Inc. | 4,211 | $1.43M | 0.4% | +7.5% | 0.000% | |
9/1/2023 | Manhattan West Asset Management LLC | 29,865 | $10.17M | 3.8% | +28.7% | 0.000% | |
8/30/2023 | Narus Financial Partners LLC | 2,382 | $0.81M | 0.4% | -1.7% | 0.000% | |
8/30/2023 | Chapin Davis Inc. | 39,412 | $13.42M | 6.4% | +4.9% | 0.001% | |
8/30/2023 | Western Wealth Management LLC | 86,798 | $29.56M | 2.5% | +1.2% | 0.001% | |
8/30/2023 | AIFG Consultants Ltd. | 835 | $0.28M | 0.2% | +7.1% | 0.000% | |
8/30/2023 | Strait & Sound Wealth Management LLC | 30,496 | $10.39M | 10.3% | -5.5% | 0.000% | |
8/29/2023 | Myecfo LLC | 1,114 | $0.38M | 0.2% | +33.6% | 0.000% | |
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8/29/2023 | Garde Capital Inc. | 120,869 | $41.16M | 3.4% | +7.6% | 0.002% | |
8/28/2023 | Willow Creek Wealth Management Inc. | 3,685 | $1.26M | 0.2% | +17.1% | 0.000% | |
8/28/2023 | Bassett Hargrove Investment Counsel LLC | 15,295 | $5.21M | 8.1% | -0.3% | 0.000% | |
8/28/2023 | DT Investment Partners LLC | 59,075 | $19.87M | 2.3% | -0.1% | 0.001% | |
8/28/2023 | Lavaca Capital LLC | 32,647 | $11.12M | 2.9% | -4.1% | 0.000% | |
8/25/2023 | Eubel Brady & Suttman Asset Management Inc. | 90,432 | $30.80M | 4.2% | -1.1% | 0.001% | |
8/25/2023 | Brown Shipley& Co Ltd | 58,512 | $19.93M | 7.6% | +10.7% | 0.001% | |
8/25/2023 | Strategy Asset Managers LLC | 56,730 | $19.32M | 4.3% | +3.2% | 0.001% | |
8/24/2023 | Alamar Capital Management LLC | 2,316 | $0.79M | 0.6% | +36.0% | 0.000% | |
8/24/2023 | ProVise Management Group LLC | 92,639 | $31.55M | 2.8% | +2.6% | 0.001% | |
8/24/2023 | Alberta Investment Management Corp | 467,863 | $159.33M | 1.5% | +5.2% | 0.006% | |
8/24/2023 | Invictus Private Wealth LLC | 77,354 | $26.34M | 2.8% | -4.8% | 0.001% | |
8/24/2023 | Adalta Capital Management LLC | 52,678 | $17.94M | 12.0% | -8.2% | 0.001% | |
8/23/2023 | Stonebridge Capital Advisors LLC | 122,355 | $41.67M | 4.4% | +0.4% | 0.002% | |
8/23/2023 | Headinvest LLC | 55,796 | $17.91M | 3.9% | -7.2% | 0.001% | |
8/23/2023 | Rehmann Capital Advisory Group | 48,660 | $16.57M | 1.5% | -0.8% | 0.001% | |
8/23/2023 | Rappaport Reiches Capital Management LLC | 6,900 | $2.35M | 1.0% | +1.4% | 0.000% | |
8/23/2023 | Dunhill Financial LLC | 3,513 | $1.14M | 0.7% | N/A | 0.000% | |
8/22/2023 | US Asset Management LLC | 18,735 | $6.38M | 6.7% | -2.7% | 0.000% | |
8/22/2023 | Veritas Asset Management LLP | 2,780,425 | $946.85M | 6.6% | -37.7% | 0.037% | |
8/22/2023 | Virginia Retirement Systems ET AL | 1,450,700 | $494.02M | 4.7% | N/A | 0.020% | |
8/22/2023 | Comerica Bank | 4,970,920 | $16.93B | 16.3% | N/A | 0.067% | |
8/22/2023 | Idaho Trust Bank | 1,415 | $0.48M | 0.3% | N/A | 0.000% | |
8/22/2023 | Union Heritage Capital LLC | 35,000 | $11.92M | 6.5% | +3.6% | 0.000% | |
8/22/2023 | Asset Dedication LLC | 45,350 | $15.44M | 1.3% | +3.9% | 0.001% | |
8/21/2023 | BOKF NA | 490,932 | $167.18M | 3.4% | -2.4% | 0.007% | |
8/21/2023 | Blue Edge Capital LLC | 21,690 | $7.39M | 1.5% | +1.4% | 0.000% | |
8/21/2023 | VisionPoint Advisory Group LLC | 12,822 | $4.37M | 1.8% | -24.8% | 0.000% | |
8/21/2023 | Vestor Capital LLC | 180,859 | $61.59M | 6.5% | +29.0% | 0.002% | |
8/21/2023 | California State Teachers Retirement System | 11,831,622 | $4.03B | 5.7% | -2.5% | 0.159% | |
8/21/2023 | Cornerstone Capital Inc. | 157,769 | $53.73M | 6.2% | -4.5% | 0.002% | |
8/21/2023 | Osaic Holdings Inc. | 2,655,804 | $903.77M | 1.6% | -0.7% | 0.036% | |
8/21/2023 | CCM Investment Advisers LLC | 71,760 | $24.44M | 3.3% | -8.2% | 0.001% | |
8/21/2023 | Teachers Retirement System of The State of Kentucky | 1,400,784 | $477.02M | 4.6% | -3.2% | 0.019% | |
8/21/2023 | John G Ullman & Associates Inc. | 35,251 | $12M | 1.9% | -1.8% | 0.000% | |
8/21/2023 | Principal Street Partners LLC | 26,610 | $9.06M | 2.1% | +3.0% | 0.000% | |
8/18/2023 | Humankind Investments LLC | 41,742 | $14.22M | 5.6% | +4.2% | 0.001% | |
8/18/2023 | ARQ Wealth Advisors LLC | 6,372 | $2.17M | 1.4% | +2.6% | 0.000% | |
8/18/2023 | Elevated Capital Advisors LLC | 10,097 | $3.44M | 1.1% | +3.4% | 0.000% | |
8/18/2023 | Addison Capital Co | 13,979 | $4.76M | 3.4% | +0.7% | 0.000% | |
8/18/2023 | Legato Capital Management LLC | 20,538 | $6.99M | 0.9% | -19.2% | 0.000% | |
8/17/2023 | Vicus Capital | 90,893 | $30.95M | 3.2% | -1.5% | 0.001% | |
8/17/2023 | SWS Partners | 2,283 | $0.78M | 0.2% | -14.8% | 0.000% | |
8/17/2023 | Orion Portfolio Solutions LLC | 406,862 | $138.55M | 1.5% | +6,031.1% | 0.005% | |
8/17/2023 | Manitou Investment Management Ltd. | 120,572 | $41.06M | 9.8% | -17.6% | 0.002% | |
8/17/2023 | Camarda Financial Advisors LLC | 4,146 | $1.41M | 0.7% | +26.4% | 0.000% | |
8/17/2023 | Peterson Wealth Management | 3,662 | $1.25M | 1.0% | +6.0% | 0.000% | |
8/17/2023 | Coppell Advisory Solutions LLC | 13,156 | $4.41M | 1.3% | -19.2% | 0.000% | |
8/17/2023 | Imprint Wealth LLC | 16,996 | $5.74M | 0.2% | -6.4% | 0.000% | |
8/17/2023 | Howard Capital Management Group LLC | 198,871 | $67.72M | 6.3% | -1.4% | 0.003% | |
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8/17/2023 | Coastal Bridge Advisors LLC | 15,915 | $5.42M | 1.3% | -0.9% | 0.000% | |
8/16/2023 | Vestor Capital LLC | 585 | $0.20M | 0.0% | -99.6% | 0.000% | |
8/16/2023 | Wambolt & Associates LLC | 25,041 | $8.53M | 1.7% | +1.0% | 0.000% | |
8/16/2023 | Quilter Plc | 854,568 | $291.02M | 0.0% | +1.1% | 0.012% | |
8/16/2023 | Armstrong Fleming & Moore Inc | 4,731 | $1.61M | 1.5% | N/A | 0.000% | |
8/16/2023 | Tandem Wealth Advisors LLC | 2,280 | $0.78M | 0.5% | -12.6% | 0.000% | |
8/16/2023 | TD Capital Management LLC | 6,983 | $2.38M | 0.3% | -4.2% | 0.000% | |
8/16/2023 | Resources Management Corp CT ADV | 112,760 | $38.40M | 6.0% | +1,373.2% | 0.002% | |
8/16/2023 | Heathbridge Capital Management Ltd. | 43,830 | $14.93M | 6.5% | -2.3% | 0.001% | |
8/16/2023 | Synergy Financial Group LTD | 18,113 | $6.17M | 8.3% | -0.5% | 0.000% | |