9/21/2023 | Baystate Wealth Management LLC | 5,988 | $1.11M | 0.1% | +6.0% | 0.000% | |
9/20/2023 | Mondrian Investment Partners LTD | 36,768 | $6.81M | 0.1% | -36.5% | 0.003% | |
9/18/2023 | Cape ANN Savings Bank | 18,465 | $3.42M | 2.3% | -0.8% | 0.001% | |
9/14/2023 | Proquility Private Wealth Partners LLC | 7,446 | $1.38M | 0.5% | -2.3% | 0.001% | |
9/14/2023 | IMS Capital Management | 12,548 | $2.32M | 1.3% | +19.7% | 0.001% | |
9/13/2023 | CGC Financial Services LLC | 2,249 | $0.42M | 0.3% | N/A | 0.000% | |
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9/12/2023 | Farther Finance Advisors LLC | 3,716 | $0.69M | 0.2% | +20.3% | 0.000% | |
9/12/2023 | DCM Advisors LLC | 17,513 | $3.24M | 1.4% | -1.3% | 0.001% | |
9/11/2023 | Dechtman Wealth Management LLC | 5,411 | $1M | 0.3% | N/A | 0.000% | |
9/8/2023 | Tucker Asset Management LLC | 3,153 | $0.58M | 0.2% | +111.5% | 0.000% | |
9/7/2023 | Academy Capital Management Inc. TX | 82,855 | $15.35M | 3.1% | -3.9% | 0.006% | |
9/7/2023 | ST Germain D J Co. Inc. | 80,909 | $14.99M | 0.8% | N/A | 0.006% | |
9/1/2023 | Portside Wealth Group LLC | 10,749 | $1.99M | 0.2% | N/A | 0.001% | |
9/1/2023 | Corrigan Financial Inc. | 2,228 | $0.41M | 0.1% | +8.5% | 0.000% | |
8/30/2023 | Chapin Davis Inc. | 12,911 | $2.39M | 1.1% | -20.9% | 0.001% | |
8/30/2023 | Western Wealth Management LLC | 14,291 | $2.65M | 0.2% | +2.7% | 0.001% | |
8/29/2023 | Garde Capital Inc. | 5,971 | $1.11M | 0.1% | +89.0% | 0.000% | |
8/28/2023 | Willow Creek Wealth Management Inc. | 2,733 | $0.51M | 0.1% | +23.9% | 0.000% | |
8/28/2023 | DT Investment Partners LLC | 4,176 | $0.78M | 0.1% | +16.8% | 0.000% | |
8/28/2023 | Lavaca Capital LLC | 13,983 | $2.59M | 0.7% | +6.9% | 0.001% | |
8/25/2023 | Brown Shipley& Co Ltd | 1,506 | $0.28M | 0.1% | -17.7% | 0.000% | |
8/25/2023 | Strategy Asset Managers LLC | 6,587 | $1.22M | 0.3% | +4.7% | 0.000% | |
8/24/2023 | ProVise Management Group LLC | 22,199 | $4.11M | 0.4% | -36.5% | 0.002% | |
8/24/2023 | Alberta Investment Management Corp | 88,329 | $16.36M | 0.2% | +83.3% | 0.006% | |
8/23/2023 | Stonebridge Capital Advisors LLC | 12,401 | $2.30M | 0.2% | -1.6% | 0.001% | |
8/23/2023 | Headinvest LLC | 48,268 | $8.88M | 1.9% | -4.6% | 0.004% | |
8/23/2023 | Rehmann Capital Advisory Group | 13,923 | $2.58M | 0.2% | -1.4% | 0.001% | |
8/23/2023 | CTC Alternative Strategies Ltd. | 2,550 | $0.47M | 0.6% | N/A | 0.000% | |
8/22/2023 | Virginia Retirement Systems ET AL | 234,316 | $43.40M | 0.4% | N/A | 0.017% | |
8/22/2023 | Comerica Bank | 1,946,182 | $360.47M | 0.3% | N/A | 0.141% | |
8/22/2023 | Asset Dedication LLC | 26,483 | $4.91M | 0.4% | +3.0% | 0.002% | |
8/21/2023 | BOKF NA | 253,305 | $46.92M | 1.0% | -3.1% | 0.018% | |
8/21/2023 | VitalStone Financial LLC | 255 | $46K | 0.0% | N/A | 0.000% | |
8/21/2023 | VisionPoint Advisory Group LLC | 384 | $71K | 0.0% | N/A | 0.000% | |
8/21/2023 | Vestor Capital LLC | 101,990 | $18.89M | 2.0% | +0.5% | 0.007% | |
8/21/2023 | California State Teachers Retirement System | 2,287,766 | $423.74M | 0.6% | -2.2% | 0.166% | |
8/21/2023 | Cornerstone Capital Inc. | 162,118 | $30.03M | 3.5% | -0.7% | 0.012% | |
8/21/2023 | Osaic Holdings Inc. | 747,239 | $138.48M | 0.2% | +6.5% | 0.054% | |
8/21/2023 | CCM Investment Advisers LLC | 57,195 | $10.59M | 1.4% | -0.4% | 0.004% | |
8/21/2023 | Teachers Retirement System of The State of Kentucky | 124,056 | $22.98M | 0.2% | -5.5% | 0.009% | |
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8/21/2023 | Principal Street Partners LLC | 33,417 | $6.19M | 1.4% | -4.2% | 0.002% | |
8/18/2023 | Humankind Investments LLC | 5,095 | $0.94M | 0.4% | -24.5% | 0.000% | |
8/18/2023 | Elevated Capital Advisors LLC | 13,082 | $2.42M | 0.8% | +2.9% | 0.001% | |
8/18/2023 | Addison Capital Co | 23,657 | $4.38M | 3.1% | -0.4% | 0.002% | |
8/17/2023 | Orion Portfolio Solutions LLC | 99,055 | $18.35M | 0.2% | +356.3% | 0.007% | |
8/17/2023 | Camarda Financial Advisors LLC | 7,720 | $1.43M | 0.7% | N/A | 0.001% | |
8/17/2023 | Auxier Asset Management | 82,891 | $15.35M | 2.5% | -1.3% | 0.006% | |
8/17/2023 | Peterson Wealth Management | 27,256 | $5.05M | 4.0% | -6.8% | 0.002% | |
8/17/2023 | Coppell Advisory Solutions LLC | 5,048 | $0.93M | 0.3% | +14.3% | 0.000% | |
8/17/2023 | Imprint Wealth LLC | 9,430 | $1.75M | 0.1% | -5.7% | 0.001% | |
8/17/2023 | Howard Capital Management Group LLC | 4,023 | $0.75M | 0.1% | -2.8% | 0.000% | |
8/16/2023 | Vestor Capital LLC | 970 | $0.18M | 0.0% | -99.0% | 0.000% | |
8/16/2023 | Wambolt & Associates LLC | 15,825 | $2.93M | 0.6% | +7.3% | 0.001% | |
8/16/2023 | Quilter Plc | 29,095 | $5.39M | 0.0% | +0.3% | 0.002% | |
8/16/2023 | Armstrong Fleming & Moore Inc | 5,277 | $0.98M | 0.9% | N/A | 0.000% | |
8/16/2023 | Resources Management Corp CT ADV | 76,840 | $14.23M | 2.2% | +642.2% | 0.006% | |
8/16/2023 | CreativeOne Wealth LLC | 32,386 | $6M | 0.3% | +1.3% | 0.002% | |
8/16/2023 | PCA Investment Advisory Services Inc. | 760 | $0.14M | 0.1% | N/A | 0.000% | |
8/16/2023 | Sunbelt Securities Inc. | 21,779 | $4.03M | 0.6% | +11.7% | 0.002% | |
8/16/2023 | Verity Asset Management Inc. | 2,563 | $0.48M | 0.4% | -51.6% | 0.000% | |
8/16/2023 | GTS Securities LLC | 2,922 | $0.54M | 0.0% | N/A | 0.000% | |
8/16/2023 | National Pension Service | 2,025,243 | $372.40M | 0.6% | +4.4% | 0.147% | |
8/15/2023 | Alliancebernstein L.P. | 3,442,920 | $637.70M | 0.3% | -10.6% | 0.250% | |
8/15/2023 | Tradewinds LLC. | 27,981 | $5.18M | 3.1% | +3.3% | 0.002% | |
8/15/2023 | Equitable Holdings Inc. | 41,161 | $7.62M | 0.1% | +8.5% | 0.003% | |
8/15/2023 | West Michigan Advisors LLC | 4,615 | $0.86M | 0.3% | -12.0% | 0.000% | |
8/15/2023 | Invesco LLC | 17,658 | $3.27M | 1.6% | N/A | 0.001% | |
8/15/2023 | Imprint Wealth LLC | 1,745,760 | $174.58M | 1.0% | +17,366.3% | 0.127% | |
8/15/2023 | IMA Wealth Inc. | 1,811 | $0.34M | 0.1% | +32.0% | 0.000% | |
8/15/2023 | Jaffetilchin Investment Partners LLC | 14,995 | $2.78M | 0.3% | +6.7% | 0.001% | |
8/15/2023 | CM Wealth Advisors LLC | 8,013 | $1.53M | 0.5% | -49.6% | 0.001% | |
8/15/2023 | Strategic Investment Solutions Inc. IL | 677 | $0.12M | 0.0% | -61.7% | 0.000% | |
8/15/2023 | Bragg Financial Advisors Inc | 52,103 | $9.65M | 0.5% | +3.4% | 0.004% | |
8/15/2023 | Lountzis Asset Management LLC | 39,099 | $7.18M | 4.0% | -2.4% | 0.003% | |
8/15/2023 | Public Employees Retirement System of Ohio | 861,065 | $159.49M | 0.6% | +5.6% | 0.063% | |
8/15/2023 | O Brien Greene & Co. Inc | 1,957 | $0.36M | 0.1% | -5.5% | 0.000% | |
8/15/2023 | Girard Partners LTD. | 26,763 | $4.96M | 0.5% | -3.9% | 0.002% | |
8/15/2023 | Blueshift Asset Management LLC | 4,970 | $0.92M | 0.4% | -11.1% | 0.000% | |
8/15/2023 | State of Tennessee Treasury Department | 904,855 | $167.60M | 0.7% | +1.2% | 0.066% | |
8/15/2023 | Cape Cod Five Cents Savings Bank | 52,203 | $9.67M | 1.0% | -0.4% | 0.004% | |
8/15/2023 | EPG Wealth Management LLC | 17,843 | $3.31M | 1.0% | -0.6% | 0.001% | |
8/15/2023 | Brick & Kyle Associates | 26,242 | $4.90M | 2.6% | +0.4% | 0.002% | |
8/15/2023 | Pinnacle West Asset Management Inc. | 4,995 | $0.93M | 0.9% | -1.3% | 0.000% | |
8/15/2023 | Marathon Capital Management | 5,790 | $1.07M | 0.3% | -4.6% | 0.000% | |
8/15/2023 | Fairfield Bush & CO. | 16,562 | $3.07M | 0.8% | -4.9% | 0.001% | |
8/15/2023 | Arvest Trust Co. N A | 1,268 | $0.24M | 0.0% | +5.8% | 0.000% | |
8/15/2023 | Cornerstone Planning Group LLC | 502 | $93K | 0.0% | N/A | 0.000% | |
8/15/2023 | Natixis Advisors L.P. | 941,013 | $174.29M | 0.5% | +4.1% | 0.068% | |
8/15/2023 | SkyView Investment Advisors LLC | 5,105 | $0.99M | 0.2% | -55.4% | 0.000% | |
8/15/2023 | Moneta Group Investment Advisors LLC | 51,411 | $9.52M | 0.2% | +11.2% | 0.004% | |
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8/15/2023 | Integrated Wealth Concepts LLC | 78,452 | $14.53M | 0.2% | +16.0% | 0.006% | |
8/15/2023 | Blueprint Investment Partners LLC | 8,282 | $1.53M | 0.6% | -17.6% | 0.001% | |
8/15/2023 | Dana Investment Advisors Inc. | 22,307 | $4.13M | 0.2% | -21.5% | 0.002% | |
8/15/2023 | Formidable Asset Management LLC | 11,819 | $2.19M | 0.5% | -1.8% | 0.001% | |
8/15/2023 | Crestwood Advisors Group LLC | 18,388 | $3.41M | 0.1% | +3.2% | 0.001% | |
8/15/2023 | Holderness Investments Co. | 10,648 | $1.97M | 0.7% | +2.6% | 0.001% | |
8/15/2023 | Raymond James Trust N.A. | 126,195 | $23.37M | 0.7% | +17.2% | 0.009% | |
8/15/2023 | First Citizens Bank & Trust Co. | 60,477 | $11.20M | 0.2% | +25.6% | 0.004% | |
8/15/2023 | Vestcor Inc | 160,061 | $29.65M | 1.1% | +8.2% | 0.012% | |
8/15/2023 | PYA Waltman Capital LLC | 8,473 | $1.56M | 0.7% | +35.0% | 0.001% | |