4/24/2024 | Spire Wealth Management | 656 | $97K | 0.0% | +18.0% | 0.001% | |
4/24/2024 | Bar Harbor Wealth Management | 80,888 | $12.01M | 0.8% | +0.7% | 0.062% | |
4/23/2024 | Cookson Peirce & Co. Inc. | 188,327 | $27.96M | 1.5% | -0.3% | 0.145% | |
4/23/2024 | Wedge Capital Management L L P NC | 562,505 | $83.50M | 1.4% | -7.1% | 0.434% | |
4/23/2024 | Fifth Third Bancorp | 42,863 | $6.36M | 0.0% | -0.5% | 0.033% | |
4/23/2024 | Petra Financial Advisors Inc. | 5,405 | $801K | 0.6% | -8.7% | 0.004% | |
|
4/23/2024 | Strategic Blueprint LLC | 1,625 | $241K | 0.0% | N/A | 0.001% | |
4/23/2024 | Cigna Investments Inc. New | 1,373 | $204K | 0.0% | N/A | 0.001% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 26,484 | $3.93M | 0.0% | -5.2% | 0.020% | |
4/22/2024 | Raymond James & Associates | 278,580 | $41.35M | 0.0% | -7.2% | 0.215% | |
4/22/2024 | Westbourne Investment Advisors Inc. | 47,289 | $7.02M | 2.6% | -3.0% | 0.036% | |
4/22/2024 | Hendershot Investments Inc. | 1,400 | $208K | 0.0% | N/A | 0.001% | |
4/19/2024 | First Trust Direct Indexing L.P. | 1,961 | $291K | 0.0% | +17.1% | 0.002% | |
4/19/2024 | Norden Group LLC | 89,862 | $13.34M | 0.1% | +1,815.6% | 0.069% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 295,447 | $43.86M | 0.0% | +6.8% | 0.228% | |
4/19/2024 | Hedeker Wealth LLC | 33,975 | $5.04M | 1.5% | +0.7% | 0.026% | |
4/18/2024 | Farmers & Merchants Investments Inc. | 59,670 | $8.86M | 0.3% | -3.9% | 0.046% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 110,191 | $16.36M | 0.0% | +1.4% | 0.085% | |
4/18/2024 | Congress Wealth Management LLC DE | 105,496 | $15.66M | 0.3% | -0.8% | 0.081% | |
4/18/2024 | Diversified Trust Co | 2,863 | $425K | 0.0% | N/A | 0.002% | |
4/17/2024 | Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,322 | $1.53M | 0.7% | +10.3% | 0.008% | |
4/16/2024 | MCF Advisors LLC | 226 | $34K | 0.0% | +103.6% | 0.000% | |
4/16/2024 | Capital Asset Advisory Services LLC | 1,973 | $290K | 0.0% | -25.7% | 0.002% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 29,895 | $4.44M | 0.0% | +25.5% | 0.023% | |
4/13/2024 | Wallace Advisory Group LLC | 1,733 | $257K | 0.2% | -19.5% | 0.001% | |
4/12/2024 | Riverview Trust Co | 260 | $39K | 0.0% | N/A | 0.000% | |
4/11/2024 | Salem Investment Counselors Inc. | 9,556 | $1.42M | 0.0% | -1.0% | 0.007% | |
4/11/2024 | Congress Asset Management Co. MA | 971,766 | $144.25M | 1.0% | -2.4% | 0.749% | |
4/11/2024 | Gulf International Bank UK Ltd | 10,838 | $1.61M | 0.0% | +0.8% | 0.008% | |
4/10/2024 | Park Avenue Securities LLC | 15,115 | $2.24M | 0.0% | +9.9% | 0.012% | |
4/10/2024 | Banque Cantonale Vaudoise | 206 | $31K | 0.0% | +112.4% | 0.000% | |
4/10/2024 | Fulton Bank N.A. | 5,631 | $836K | 0.0% | +3.2% | 0.004% | |
4/10/2024 | Perpetual Ltd | 63,217 | $9.37M | 0.1% | -17.3% | 0.049% | |
4/9/2024 | Destiny Wealth Partners LLC | 1,710 | $254K | 0.0% | N/A | 0.001% | |
4/9/2024 | Mather Group LLC. | 4,608 | $684K | 0.0% | -14.5% | 0.004% | |
4/8/2024 | Pensionfund Sabic | 9,000 | $1.34M | 0.4% | -21.7% | 0.007% | |
4/5/2024 | Carolina Wealth Advisors LLC | 3,425 | $508K | 0.3% | +6.2% | 0.003% | |
4/5/2024 | First Hawaiian Bank | 19,591 | $2.91M | 0.1% | -4.7% | 0.015% | |
4/5/2024 | Los Angeles Capital Management LLC | 195,413 | $29.01M | 0.1% | N/A | 0.151% | |
4/5/2024 | NBC Securities Inc. | 7,143 | $1.16M | 0.1% | +13.5% | 0.006% | |
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3/29/2024 | Kapitalo Investimentos Ltda | 2,794 | $357K | 0.1% | -44.0% | 0.002% | |
3/26/2024 | HighPoint Advisor Group LLC | 4,059 | $519K | 0.0% | N/A | 0.003% | |
3/22/2024 | PNC Financial Services Group Inc. | 137,033 | $17.53M | 0.0% | -4.5% | 0.106% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 2,841 | $363K | 0.0% | -34.5% | 0.002% | |
3/11/2024 | Vanguard Group Inc. | 13,228,914 | $1.69B | 0.0% | -0.1% | 10.196% | |
3/5/2024 | Wellington Management Group LLP | 256,630 | $32.83M | 0.0% | -32.8% | 0.198% | |
3/4/2024 | Congress Asset Management Co. MA | 995,267 | $127.31M | 1.0% | -5.0% | 0.767% | |
3/1/2024 | Goldman Sachs Group Inc. | 800,014 | $102.33M | 0.0% | -11.4% | 0.617% | |
2/26/2024 | Virtu Financial LLC | 1,615 | $206K | 0.0% | N/A | 0.001% | |
2/20/2024 | Quarry LP | 313 | $40K | 0.0% | -30.1% | 0.000% | |
2/16/2024 | Security National Bank of SO Dak | 17,726 | $2.27M | 1.5% | +3.2% | 0.014% | |
2/16/2024 | Security National Bank of Sioux City Iowa IA | 20,872 | $2.67M | 2.0% | -1.5% | 0.016% | |
2/15/2024 | Chilton Investment Co. Inc. | 180,206 | $23.05M | 0.7% | -1.8% | 0.139% | |
2/15/2024 | Argent Capital Management LLC | 777,736 | $99.48M | 3.2% | -1.6% | 0.599% | |
2/14/2024 | Rench Wealth Management Inc. | 47,555 | $6.08M | 2.6% | +1.1% | 0.037% | |
2/14/2024 | Unigestion Holding SA | 24,008 | $3.07M | 0.2% | -16.1% | 0.019% | |
2/14/2024 | Cassaday & Co Wealth Management LLC | 2,002 | $256K | 0.0% | -19.4% | 0.002% | |
2/14/2024 | Intrinsic Edge Capital Management LLC | 196,523 | $25.14M | 2.5% | -1.8% | 0.151% | |
2/14/2024 | Personal CFO Solutions LLC | 2,150 | $275K | 0.0% | +11.5% | 0.002% | |
2/14/2024 | Scout Investments Inc. | 236,408 | $30.24M | 0.8% | +3.3% | 0.182% | |
2/14/2024 | Azimuth Capital Investment Management LLC | 199,392 | $25.50M | 1.1% | +0.0% | 0.154% | |
2/13/2024 | Epoch Investment Partners Inc. | 3,454 | $442K | 0.0% | -11.2% | 0.003% | |
2/13/2024 | Vinva Investment Management Ltd | 4,862 | $618K | 0.0% | -14.0% | 0.004% | |
2/13/2024 | Envestnet Asset Management Inc. | 921,159 | $117.83M | 0.0% | -0.5% | 0.710% | |
2/13/2024 | Public Employees Retirement Association of Colorado | 14,215 | $1.82M | 0.0% | -90.8% | 0.011% | |
2/13/2024 | 1832 Asset Management L.P. | 1,644,661 | $210.37M | 0.3% | -15.6% | 1.268% | |
2/13/2024 | Morningstar Investment Management LLC | 2,432 | $311K | 0.0% | +5.0% | 0.002% | |
2/13/2024 | First Trust Advisors LP | 2,126,341 | $271.98M | 0.3% | -6.9% | 1.639% | |
2/13/2024 | Goldman Sachs Group Inc. | 800,014 | $102.33M | 0.0% | -11.4% | 0.617% | |
2/13/2024 | CIBC Private Wealth Group LLC | 5,386 | $689K | 0.0% | +8.8% | 0.004% | |
2/13/2024 | Peapack Gladstone Financial Corp | 6,381 | $816K | 0.0% | -1.8% | 0.005% | |
2/13/2024 | CIBC Asset Management Inc | 4,358 | $557K | 0.0% | -7.8% | 0.003% | |
2/13/2024 | KBC Group NV | 29,096 | $3.72M | 0.0% | +25.4% | 0.022% | |
2/13/2024 | California State Teachers Retirement System | 213,082 | $27.26M | 0.0% | +1.4% | 0.164% | |
2/13/2024 | Rathbones Group PLC | 242,182 | $30.98M | 0.2% | +9.9% | 0.187% | |
2/12/2024 | Alberta Investment Management Corp | 3,600 | $460K | 0.0% | -96.0% | 0.003% | |
2/12/2024 | Eagle Asset Management Inc. | 984,088 | $125.88M | 0.7% | +11.3% | 0.758% | |
2/12/2024 | Bank of Nova Scotia | 11,187 | $1.43M | 0.0% | -90.2% | 0.009% | |
2/12/2024 | Qtron Investments LLC | 2,481 | $317K | 0.1% | -59.2% | 0.002% | |
2/12/2024 | Axiom Investors LLC DE | 1,185,362 | $151.62M | 1.5% | +9.4% | 0.914% | |
2/12/2024 | Avestar Capital LLC | 2,939 | $376K | 0.0% | -11.3% | 0.002% | |
2/12/2024 | Catalytic Wealth RIA LLC | 2,367 | $303K | 0.1% | N/A | 0.002% | |
2/12/2024 | Isthmus Partners LLC | 103,201 | $13.20M | 1.7% | -0.1% | 0.080% | |
2/12/2024 | Roundview Capital LLC | 23,095 | $2.95M | 0.3% | +0.8% | 0.018% | |
2/12/2024 | TFO Wealth Partners LLC | 4,865 | $622K | 0.0% | +69,400.0% | 0.004% | |
2/12/2024 | Treasurer of the State of North Carolina | 56,864 | $7.27M | 0.0% | -0.5% | 0.044% | |
2/12/2024 | Legacy Advisors LLC | 1,792 | $229K | 0.0% | N/A | 0.001% | |
2/12/2024 | Allianz Asset Management GmbH | 33,334 | $4.26M | 0.0% | +31.5% | 0.026% | |
2/12/2024 | Journey Advisory Group LLC | 47,164 | $6.03M | 0.8% | -0.8% | 0.036% | |
2/12/2024 | Stifel Financial Corp | 99,297 | $12.70M | 0.0% | +16.6% | 0.077% | |
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2/12/2024 | TD Asset Management Inc | 158,299 | $20.25M | 0.0% | +11.8% | 0.122% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 2,215 | $283K | 0.0% | +5.2% | 0.002% | |
2/12/2024 | Edmond DE Rothschild Holding S.A. | 520,277 | $66.55M | 1.2% | +9.8% | 0.401% | |
2/12/2024 | Parallel Advisors LLC | 9,044 | $1.16M | 0.0% | +8.5% | 0.007% | |
2/12/2024 | Hilltop Holdings Inc. | 4,218 | $540K | 0.1% | N/A | 0.003% | |
2/12/2024 | Hsbc Holdings PLC | 103,466 | $13.22M | 0.0% | +32.3% | 0.080% | |
2/9/2024 | Intech Investment Management LLC | 60,679 | $7.76M | 0.1% | +18.3% | 0.047% | |
2/9/2024 | Westfield Capital Management Co. LP | 301,128 | $38.52M | 0.2% | -29.2% | 0.232% | |
2/9/2024 | Nomura Asset Management Co. Ltd. | 32,950 | $4.22M | 0.0% | +6.5% | 0.025% | |
2/9/2024 | Sepio Capital LP | 10,467 | $1.34M | 0.1% | -7.9% | 0.008% | |