5/1/2025 | Mitchell Mcleod Pugh & Williams Inc. | 128,441 | $28.53M | 5.9% | -1.5% | 0.001% | |
5/1/2025 | Cutter & CO Brokerage Inc. | 26,119 | $5.80M | 1.4% | -19.1% | 0.000% | |
5/1/2025 | Turtle Creek Wealth Advisors LLC | 102,818 | $22.84M | 3.4% | +39.3% | 0.001% | |
5/1/2025 | Parker Investment Management LLC | 8,726 | $1.94M | 0.3% | -3.1% | 0.000% | |
5/1/2025 | Florida Financial Advisors LLC | 28,298 | $6.27M | 2.5% | +4.6% | 0.000% | |
5/1/2025 | Rice Hall James & Associates LLC | 2,385 | $530K | 0.0% | -5.0% | 0.000% | |
5/1/2025 | Gould Asset Management LLC CA | 39,154 | $8.70M | 1.8% | +0.3% | 0.000% | |
5/1/2025 | Bleakley Financial Group LLC | 601,267 | $133.56M | 4.3% | +0.4% | 0.004% | |
5/1/2025 | BHK Investment Advisors LLC | 23,451 | $5.21M | 2.2% | -35.9% | 0.000% | |
5/1/2025 | Securian Asset Management Inc. | 795,747 | $176.76M | 5.4% | -2.1% | 0.005% | |
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5/1/2025 | MTM Investment Management LLC | 48,267 | $10.77M | 4.2% | -2.0% | 0.000% | |
5/1/2025 | Corrado Advisors LLC | 2,759 | $613K | 0.4% | +17.1% | 0.000% | |
5/1/2025 | Weatherly Asset Management L. P. | 353,361 | $78.49M | 7.0% | -1.5% | 0.002% | |
5/1/2025 | ELCO Management Co. LLC | 30,641 | $6.81M | 3.8% | -2.0% | 0.000% | |
5/1/2025 | Key Financial Inc | 97,457 | $21.65M | 4.7% | -0.9% | 0.001% | |
5/1/2025 | Pointe Capital Management LLC | 15,670 | $3.48M | 2.0% | -0.6% | 0.000% | |
5/1/2025 | Eos Management L.P. | 34,829 | $7.74M | 3.5% | -33.8% | 0.000% | |
5/1/2025 | Zullo Investment Group Inc. | 169,592 | $37.67M | 16.2% | -1.0% | 0.001% | |
5/1/2025 | Isthmus Partners LLC | 89,676 | $19.92M | 2.5% | -0.3% | 0.001% | |
5/1/2025 | Left Brain Wealth Management LLC | 2,826 | $628K | 0.3% | -3.1% | 0.000% | |
5/1/2025 | Legacy Financial Group Inc. | 39,828 | $8.85M | 2.8% | -0.6% | 0.000% | |
5/1/2025 | Whitener Capital Management Inc. | 105,102 | $23.34M | 6.6% | -2.5% | 0.001% | |
5/1/2025 | Prudent Man Advisors LLC | 25,890 | $5.86M | 2.1% | +4.4% | 0.000% | |
5/1/2025 | A&I Financial Services LLC | 15,928 | $3.54M | 2.4% | +223.2% | 0.000% | |
5/1/2025 | LRI Investments LLC | 75,437 | $16.76M | 1.4% | -1.9% | 0.001% | |
5/1/2025 | Wilkinson Global Asset Management LLC | 437,707 | $97.23M | 6.1% | -1.7% | 0.003% | |
5/1/2025 | Oldfather Financial Services LLC | 12,242 | $2.72M | 1.0% | -2.3% | 0.000% | |
5/1/2025 | Marks Group Wealth Management Inc | 102,595 | $22.79M | 2.2% | +0.1% | 0.001% | |
5/1/2025 | Secured Retirement Advisors LLC | 23,564 | $5.23M | 3.4% | +159.0% | 0.000% | |
5/1/2025 | Kerntke Otto McGlone Wealth Management Group | 4,619 | $1.03M | 0.9% | -2.4% | 0.000% | |
5/1/2025 | Reyes Financial Architecture Inc. | 8,379 | $1.86M | 1.4% | -49.7% | 0.000% | |
5/1/2025 | Asset Dedication LLC | 99,679 | $22.14M | 1.8% | +9.8% | 0.001% | |
5/1/2025 | Cahaba Wealth Management Inc. | 27,270 | $6.06M | 0.5% | +0.7% | 0.000% | |
5/1/2025 | Smith Thornton Advisors LLC | 11,780 | $2.62M | 1.6% | -0.5% | 0.000% | |
5/1/2025 | Woodside Wealth Management LLC | 1,115 | $248K | 0.2% | N/A | 0.000% | |
5/1/2025 | TFR Capital LLC. | 52,898 | $11.75M | 4.9% | +25.5% | 0.000% | |
5/1/2025 | Dock Street Asset Management Inc. | 225,181 | $50.02M | 5.9% | -10.3% | 0.001% | |
5/1/2025 | Hughes Financial Services LLC | 6,581 | $1.47M | 0.3% | -4.7% | 0.000% | |
5/1/2025 | Oxbow Advisors LLC | 114,608 | $25.46M | 2.7% | +0.4% | 0.001% | |
5/1/2025 | Schear Investment Advisers LLC | 31,399 | $6.98M | 4.0% | -3.9% | 0.000% | |
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5/1/2025 | Pittenger & Anderson Inc. | 232,897 | $51.73M | 1.9% | -2.4% | 0.002% | |
5/1/2025 | V2 Financial group LLC | 15,689 | $3.49M | 2.2% | -3.7% | 0.000% | |
5/1/2025 | Rainey & Randall Wealth Advisors Inc. | 16,584 | $3.68M | 0.7% | +7.5% | 0.000% | |
5/1/2025 | Alaska Wealth Advisors | 8,049 | $1.79M | 0.3% | -8.1% | 0.000% | |
5/1/2025 | TruNorth Capital Management LLC | 14,616 | $3.25M | 0.8% | +1.1% | 0.000% | |
5/1/2025 | High Note Wealth LLC | 77,246 | $17.16M | 4.2% | -1.0% | 0.001% | |
5/1/2025 | Cardinal Strategic Wealth Guidance | 13,313 | $2.96M | 0.9% | -14.8% | 0.000% | |
5/1/2025 | Westmount Partners LLC | 163,988 | $36.43M | 11.1% | -0.2% | 0.001% | |
5/1/2025 | Bradley & Co. Private Wealth Management LLC | 56,743 | $12.60M | 8.6% | -5.8% | 0.000% | |
5/1/2025 | Mason Investment Advisory Services Inc. | 5,041 | $1.12M | 0.1% | -28.5% | 0.000% | |
5/1/2025 | Louisiana State Employees Retirement System | 1,254,000 | $278.55M | 5.5% | -0.6% | 0.008% | |
5/1/2025 | Fulton Breakefield Broenniman LLC | 332,423 | $73.84M | 5.3% | -2.9% | 0.002% | |
5/1/2025 | Stephens Inc. AR | 807,698 | $179.41M | 2.6% | -1.7% | 0.005% | |
5/1/2025 | Satovsky Asset Management LLC | 53,804 | $12.03M | 2.7% | -5.2% | 0.000% | |
5/1/2025 | Emerald Advisers LLC | 20,098 | $4.46M | 0.2% | -26.9% | 0.000% | |
5/1/2025 | Schechter Investment Advisors LLC | 116,127 | $25.80M | 2.1% | -16.4% | 0.001% | |
5/1/2025 | New York State Common Retirement Fund | 18,882,705 | $4.19B | 6.2% | -1.7% | 0.126% | |
5/1/2025 | Financial Security Advisor Inc. | 53,269 | $11.83M | 3.0% | -1.5% | 0.000% | |
5/1/2025 | Prism Advisors Inc. | 6,118 | $1.36M | 0.4% | +7.0% | 0.000% | |
5/1/2025 | Sentinel Trust Co. LBA | 97,875 | $21.74M | 2.6% | -2.1% | 0.001% | |
5/1/2025 | Mutual of America Capital Management LLC | 1,801,605 | $400.19M | 4.6% | -3.5% | 0.012% | |
5/1/2025 | FDx Advisors Inc. | 10,145 | $2.25M | 0.7% | -3.6% | 0.000% | |
5/1/2025 | Platform Technology Partners | 140,627 | $31.24M | 9.1% | +8.8% | 0.001% | |
5/1/2025 | BankPlus Trust Department | 49,375 | $10.97M | 3.7% | -2.0% | 0.000% | |
5/1/2025 | Curtis Advisory Group LLC | 12,530 | $2.78M | 0.8% | -1.4% | 0.000% | |
5/1/2025 | Arizona State Retirement System | 4,423,521 | $982.60M | 6.3% | -0.1% | 0.029% | |
5/1/2025 | Emerald Mutual Fund Advisers Trust | 6,604 | $1.47M | 0.1% | -18.9% | 0.000% | |
5/1/2025 | Valued Wealth Advisors LLC | 3,616 | $803K | 0.5% | -15.1% | 0.000% | |
5/1/2025 | Realta Investment Advisors | 84,843 | $18.85M | 8.6% | -5.7% | 0.001% | |
5/1/2025 | FUKOKU MUTUAL LIFE INSURANCE Co | 62,947 | $13.98M | 1.0% | -0.2% | 0.000% | |
5/1/2025 | Nikulski Financial Inc. | 77,919 | $17.31M | 5.2% | +0.8% | 0.001% | |
5/1/2025 | Mathes Company Inc. | 47,693 | $10.59M | 4.3% | -17.7% | 0.000% | |
5/1/2025 | Northwest Capital Management Inc | 42,978 | $9.55M | 3.9% | -0.3% | 0.000% | |
5/1/2025 | Walker Financial Services Inc. | 3,312 | $736K | 0.4% | +10.8% | 0.000% | |
5/1/2025 | Kathmere Capital Management LLC | 111,623 | $24.80M | 2.1% | +34.6% | 0.001% | |
5/1/2025 | Acorn Wealth Advisors LLC | 19,233 | $4.27M | 1.8% | +1.2% | 0.000% | |
5/1/2025 | Ballentine Partners LLC | 369,266 | $82.03M | 1.4% | +4.6% | 0.002% | |
5/1/2025 | Fort Sheridan Advisors LLC | 277,797 | $61.71M | 9.4% | -4.8% | 0.002% | |
5/1/2025 | Auour Investments LLC | 8,268 | $1.76M | 0.6% | +3.9% | 0.000% | |
5/1/2025 | B & T Capital Management DBA Alpha Capital Management | 53,548 | $11.90M | 2.3% | -1.6% | 0.000% | |
5/1/2025 | Focused Wealth Management Inc | 105,892 | $23.52M | 3.2% | +0.7% | 0.001% | |
5/1/2025 | Coyle Financial Counsel LLC | 18,517 | $4.11M | 1.3% | +7.4% | 0.000% | |
5/1/2025 | Berbice Capital Management LLC | 23,248 | $5.16M | 4.5% | +0.6% | 0.000% | |
5/1/2025 | Stillwater Wealth Management Group | 25,261 | $5.61M | 4.9% | -7.3% | 0.000% | |
5/1/2025 | Independent Investors Inc. | 1,155,571 | $256.69M | 54.5% | -1.6% | 0.008% | |
5/1/2025 | Rational Advisors Inc. | 14,400 | $3.20M | 0.3% | -26.2% | 0.000% | |
5/1/2025 | SkyOak Wealth LLC | 90,167 | $20.03M | 4.4% | -2.6% | 0.001% | |
5/1/2025 | PYA Waltman Capital LLC | 10,976 | $2.44M | 0.8% | -3.7% | 0.000% | |
5/1/2025 | Fidelity D & D Bancorp Inc. | 9,564 | $2.12M | 1.4% | -4.6% | 0.000% | |
5/1/2025 | ARK & TLK Investments LLC | 6,485 | $1.44M | 0.5% | -3.6% | 0.000% | |
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5/1/2025 | Riversedge Advisors LLC | 88,574 | $19.68M | 4.4% | +7.1% | 0.001% | |
5/1/2025 | Martin Capital Advisors LLP | 145,218 | $32.26M | 22.8% | -1.4% | 0.001% | |
5/1/2025 | Hippocratic Financial Advisors LLC | 1,547 | $344K | 0.2% | +10.9% | 0.000% | |
5/1/2025 | Fortem Financial Group LLC | 27,281 | $6.06M | 2.4% | -2.0% | 0.000% | |
5/1/2025 | Beirne Wealth Consulting Services LLC | 17,210 | $3.82M | 1.4% | +4.5% | 0.000% | |
5/1/2025 | IFC Advisors LLC | 61,048 | $13.56M | 2.8% | -1.6% | 0.000% | |
5/1/2025 | Quest 10 Wealth Builders Inc. | 2,687 | $597K | 0.6% | -14.3% | 0.000% | |
5/1/2025 | MA Private Wealth | 17,303 | $3.84M | 0.7% | +22.3% | 0.000% | |
5/1/2025 | American Financial Advisors LLC | 32,551 | $7.23M | 1.0% | -2.2% | 0.000% | |
5/1/2025 | Lane & Associates LLC | 16,836 | $3.74M | 2.0% | +1.0% | 0.000% | |