4/26/2024 | Checchi Capital Advisers LLC | 6,622 | $277K | 0.0% | +4.5% | 0.000% | |
4/26/2024 | Tritonpoint Wealth LLC | 54,229 | $2.22M | 0.2% | -15.6% | 0.003% | |
4/25/2024 | WCM Investment Management LLC | 19,525 | $818K | 0.0% | -4.0% | 0.001% | |
4/25/2024 | Carmel Capital Partners LLC | 44,364 | $1.86M | 0.8% | -1.2% | 0.003% | |
4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 463,288 | $19.41M | 0.1% | +6.2% | 0.028% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 122,491 | $5.13M | 0.0% | +2.9% | 0.007% | |
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4/24/2024 | SOL Capital Management CO | 32,176 | $1.35M | 0.2% | -26.5% | 0.002% | |
4/24/2024 | Simplicity Wealth LLC | 22,030 | $922K | 0.0% | N/A | 0.001% | |
4/24/2024 | First Pacific Financial | 16,059 | $672K | 0.2% | +3.6% | 0.001% | |
4/23/2024 | Live Oak Private Wealth LLC | 226,598 | $9.49M | 1.6% | -0.2% | 0.014% | |
4/23/2024 | Kirr Marbach & Co. LLC IN | 176,512 | $7.39M | 1.8% | -0.9% | 0.011% | |
4/23/2024 | Fifth Third Bancorp | 2,629 | $110K | 0.0% | +206.4% | 0.000% | |
4/23/2024 | Clarus Group Inc. | 5,279 | $221K | 0.2% | N/A | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 183,972 | $7.70M | 0.0% | +1.7% | 0.011% | |
4/22/2024 | America First Investment Advisors LLC | 457,154 | $19.14M | 4.7% | +0.7% | 0.028% | |
4/22/2024 | PFG Investments LLC | 10,378 | $435K | 0.0% | N/A | 0.001% | |
4/22/2024 | QV Investors Inc. | 553,145 | $23.17M | 2.0% | -14.4% | 0.034% | |
4/22/2024 | Raymond James & Associates | 1,427,792 | $59.78M | 0.0% | -1.3% | 0.087% | |
4/22/2024 | Lakewood Asset Management LLC | 19,683 | $824K | 0.6% | +15.2% | 0.001% | |
4/22/2024 | Lawson Kroeker Investment Management Inc. NE | 227,425 | $9.52M | 1.8% | -13.6% | 0.014% | |
4/22/2024 | Hendershot Investments Inc. | 51,030 | $2.14M | 0.3% | -1.0% | 0.003% | |
4/20/2024 | Maryland State Retirement & Pension System | 81,623 | $3.16M | 0.1% | +60.1% | 0.005% | |
4/19/2024 | Everett Harris & Co. CA | 32,039 | $1.34M | 0.0% | +9.9% | 0.002% | |
4/19/2024 | American National Bank & Trust Co. VA | 136,556 | $5.72M | 1.4% | N/A | 0.008% | |
4/19/2024 | Check Capital Management Inc. CA | 3,037,695 | $127.19M | 4.2% | +0.4% | 0.185% | |
4/19/2024 | Norden Group LLC | 134,920 | $5.65M | 0.1% | +2,342.0% | 0.008% | |
4/19/2024 | Meadow Creek Wealth Advisors LLC | 8,693 | $364K | 0.3% | -5.2% | 0.001% | |
4/19/2024 | Trust Co. of Oklahoma | 6,100 | $255K | 0.1% | +20.8% | 0.000% | |
4/19/2024 | Sivia Capital Partners LLC | 4,957 | $208K | 0.1% | N/A | 0.000% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 3,243,771 | $135.82M | 0.1% | -0.5% | 0.198% | |
4/18/2024 | Dixon Mitchell Investment Counsel Inc. | 1,732,196 | $72.55M | 3.6% | +1.1% | 0.105% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 89,053 | $3.73M | 0.0% | -37.4% | 0.005% | |
4/18/2024 | Park Place Capital Corp | 6,601 | $276K | 0.1% | -32.8% | 0.000% | |
4/18/2024 | Hi Line Capital Management LLC | 325,668 | $13.64M | 4.8% | -0.5% | 0.020% | |
4/18/2024 | Diversified Trust Co | 5,297 | $222K | 0.0% | N/A | 0.000% | |
4/18/2024 | Compass Ion Advisors LLC | 16,653 | $680K | 0.1% | -35.3% | 0.001% | |
4/18/2024 | Blue Zone Wealth Advisors LLC | 162,514 | $6.80M | 2.3% | -4.6% | 0.010% | |
4/17/2024 | Strata Wealth Advisors LLC | 16,835 | $705K | 0.2% | -59.2% | 0.001% | |
4/17/2024 | CRA Financial Services LLC | 11,250 | $471K | 0.1% | -15.2% | 0.001% | |
4/17/2024 | Kathleen S. Wright Associates Inc. | 85,794 | $3.53M | 1.6% | +1.6% | 0.005% | |
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4/17/2024 | Griffin Asset Management Inc. | 6,353 | $266K | 0.0% | -4.9% | 0.000% | |
4/16/2024 | MCF Advisors LLC | 712 | $30K | 0.0% | -69.9% | 0.000% | |
4/16/2024 | Atlantic Union Bankshares Corp | 15,121 | $633K | 0.1% | -9.3% | 0.001% | |
4/16/2024 | Addenda Capital Inc. | 1,861,606 | $77.95M | 3.7% | -0.4% | 0.113% | |
4/16/2024 | Scharf Investments LLC | 4,920,553 | $206.03M | 5.6% | -3.7% | 0.300% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 24,916 | $1.04M | 0.0% | -2.4% | 0.002% | |
4/16/2024 | Procyon Advisors LLC | 46,388 | $1.94M | 0.2% | -2.7% | 0.003% | |
4/15/2024 | Graybill Wealth Management LTD. | 135,995 | $5.69M | 2.4% | -0.3% | 0.008% | |
4/15/2024 | Epiq Partners LLC | 78,630 | $3.29M | 2.2% | +4.6% | 0.005% | |
4/15/2024 | GoalVest Advisory LLC | 9,484 | $397K | 0.1% | N/A | 0.001% | |
4/15/2024 | Chemistry Wealth Management LLC | 210,382 | $8.81M | 2.4% | +5.4% | 0.013% | |
4/13/2024 | Parkside Investments LLC | 212,109 | $8.88M | 1.4% | +0.8% | 0.013% | |
4/12/2024 | Gateway Investment Advisers LLC | 214,842 | $9.00M | 0.1% | +1.3% | 0.013% | |
4/12/2024 | Salvus Wealth Management LLC | 43,499 | $1.82M | 1.2% | -55.3% | 0.003% | |
4/12/2024 | Pacifica Partners Inc. | 101,143 | $4.18M | 1.9% | -0.3% | 0.006% | |
4/11/2024 | Radnor Capital Management LLC | 34,140 | $1.43M | 0.2% | -4.4% | 0.002% | |
4/11/2024 | Salem Investment Counselors Inc. | 1,009 | $42K | 0.0% | N/A | 0.000% | |
4/11/2024 | Crestmont Private Wealth LLC | 11,253 | $471K | 0.2% | +9.1% | 0.001% | |
4/11/2024 | Gulf International Bank UK Ltd | 9,029 | $377K | 0.0% | +7.6% | 0.001% | |
4/11/2024 | Financiere des Professionnels Fonds d investissement inc. | 11,927 | $499K | 0.0% | -57.3% | 0.001% | |
4/11/2024 | Eldred Rock Partners LLC | 248,381 | $10.40M | 5.7% | +1.0% | 0.015% | |
4/10/2024 | Nexus Investment Management ULC | 29,216 | $1.22M | 0.1% | -9.1% | 0.002% | |
4/10/2024 | Inscription Capital LLC | 5,430 | $223K | 0.1% | N/A | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 31,391 | $1.32M | 0.0% | +28.2% | 0.002% | |
4/10/2024 | Legacy Private Trust Co. | 9,598 | $402K | 0.0% | -2.9% | 0.001% | |
4/10/2024 | Perpetual Ltd | 33,375 | $1.39M | 0.0% | N/A | 0.002% | |
4/9/2024 | Cardinal Capital Management Inc. | 2,320,364 | $97.17M | 4.3% | -0.5% | 0.141% | |
4/5/2024 | First Hawaiian Bank | 13,499 | $565K | 0.0% | -6.0% | 0.001% | |
4/5/2024 | GAMMA Investing LLC | 1,047 | $44K | 0.0% | +161.8% | 0.000% | |
4/3/2024 | Duncan Williams Asset Management LLC | 11,111 | $465K | 0.4% | N/A | 0.001% | |
4/3/2024 | Timber Creek Capital Management LLC | 154,155 | $6.45M | 2.0% | -16.1% | 0.009% | |
4/1/2024 | Confluence Investment Management LLC | 1,317,556 | $55.17M | 0.7% | N/A | 0.080% | |
3/25/2024 | Quadrature Capital Ltd | 44,457 | $1.78M | 0.0% | +61.0% | 0.003% | |
3/22/2024 | PNC Financial Services Group Inc. | 194,907 | $7.82M | 0.0% | +0.4% | 0.012% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 19,294 | $774K | 0.0% | -3.6% | 0.001% | |
3/11/2024 | Vanguard Group Inc. | 56,417,198 | $2.26B | 0.0% | +1.8% | 3.440% | |
3/8/2024 | Trust Co. of Vermont | 66,228 | $2.66M | 0.2% | -18.1% | 0.004% | |
3/5/2024 | Fisher Asset Management LLC | 9,455 | $379K | 0.0% | -8.6% | 0.001% | |
3/5/2024 | Wellington Management Group LLP | 1,100,913 | $44.20M | 0.0% | +4.6% | 0.067% | |
3/4/2024 | Fortis Group Advisors LLC | 674 | $27K | 0.0% | +100.0% | 0.000% | |
2/26/2024 | Virtu Financial LLC | 9,672 | $388K | 0.0% | +19.2% | 0.001% | |
2/23/2024 | Cardinal Capital Management Inc. | 2,331,942 | $93.84M | 4.4% | -0.6% | 0.142% | |
2/23/2024 | Chicago Partners Investment Group LLC | 289,502 | $11.64M | 0.5% | -13.8% | 0.018% | |
2/17/2024 | FIL Ltd | 11,735,432 | $470.73M | 0.5% | -24.9% | 0.716% | |
2/16/2024 | Sanibel Captiva Trust Company Inc. | 902,062 | $36.19M | 1.3% | N/A | 0.055% | |
2/15/2024 | Onex Canada Asset Management Inc. | 362,585 | $14.54M | 1.4% | -55.5% | 0.022% | |
2/15/2024 | Partners Value Investments L.P. | 120,968,883 | $4.85B | 74.5% | -9.5% | 7.377% | |
2/15/2024 | Broad Run Investment Management LLC | 1,607,699 | $64.50M | 8.6% | -16.2% | 0.098% | |
2/14/2024 | PenderFund Capital Management Ltd. | 23,940 | $960K | 0.0% | -41.2% | 0.001% | |
2/14/2024 | MGO One Seven LLC | 73,873 | $2.96M | 0.2% | -4.2% | 0.005% | |
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2/14/2024 | Cassaday & Co Wealth Management LLC | 6,216 | $251K | 0.0% | N/A | 0.000% | |
2/14/2024 | Shell Asset Management Co. | 63,888 | $2.58M | 0.1% | -20.3% | 0.004% | |
2/14/2024 | Connectus Wealth LLC | 610,911 | $25K | 0.0% | +1,049.1% | 0.037% | |
2/14/2024 | Quadrature Capital Ltd | 44,457 | $1.78M | 0.0% | +61.0% | 0.003% | |
2/14/2024 | RE Dickinson Investment Advisors LLC | 7,313 | $293K | 0.2% | +6.2% | 0.000% | |
2/14/2024 | Stamos Capital Partners L.P. | 38,260 | $1.54M | 0.4% | -38.9% | 0.002% | |
2/14/2024 | Third Avenue Management LLC | 488,274 | $19.59M | 3.2% | -6.2% | 0.030% | |
2/14/2024 | CenterBook Partners LP | 46,141 | $1.85M | 0.2% | -34.5% | 0.003% | |
2/13/2024 | Envestnet Asset Management Inc. | 1,788,840 | $71.81M | 0.0% | -3.2% | 0.109% | |
2/13/2024 | Gabelli Funds LLC | 67,200 | $2.70M | 0.0% | -9.4% | 0.004% | |