4/26/2024 | Legacy Bridge LLC | 5,085 | $448K | 0.3% | -4.8% | 0.001% | |
4/26/2024 | Pacific Heights Asset Management LLC | 165,000 | $14.55M | 1.2% | -8.3% | 0.018% | |
4/26/2024 | SYSTM Wealth Solutions LLC | 14,528 | $1.28M | 0.2% | -7.1% | 0.002% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 16,329 | $1.44M | 0.0% | N/A | 0.002% | |
4/26/2024 | Checchi Capital Advisers LLC | 5,813 | $513K | 0.0% | -29.7% | 0.001% | |
4/26/2024 | Bogart Wealth LLC | 9,107 | $803K | 0.0% | +17,083.0% | 0.001% | |
|
4/25/2024 | WCM Investment Management LLC | 34,555,241 | $3.05B | 7.2% | -1.6% | 3.705% | |
4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 313,451 | $27.66M | 0.1% | +1.6% | 0.034% | |
4/25/2024 | Whalen Wealth Management Inc. | 7,420 | $654K | 0.5% | -5.3% | 0.001% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 21,378 | $1.89M | 0.0% | +8.0% | 0.002% | |
4/24/2024 | Leavell Investment Management Inc. | 11,231 | $992K | 0.1% | +253.1% | 0.001% | |
4/24/2024 | CENTRAL TRUST Co | 182,709 | $16.11M | 0.4% | -1.5% | 0.020% | |
4/24/2024 | Dakota Wealth Management | 19,492 | $1.72M | 0.0% | +11.5% | 0.002% | |
4/24/2024 | Simplicity Wealth LLC | 4,314 | $380K | 0.0% | N/A | 0.000% | |
4/24/2024 | Assenagon Asset Management S.A. | 23,648 | $2.09M | 0.0% | +2.9% | 0.003% | |
4/24/2024 | E Fund Management Hong Kong Co. Ltd. | 5,099 | $450K | 0.3% | N/A | 0.001% | |
4/23/2024 | Wetzel Investment Advisors Inc. | 722 | $61K | 0.0% | -18.0% | 0.000% | |
4/23/2024 | Busey Bank | 159,134 | $14.03M | 0.5% | -0.8% | 0.017% | |
4/23/2024 | Global Retirement Partners LLC | 3,198 | $282K | 0.0% | +7.9% | 0.000% | |
4/23/2024 | Rational Advisors LLC | 594 | $52K | 0.0% | N/A | 0.000% | |
4/23/2024 | Kirr Marbach & Co. LLC IN | 171,895 | $15.18M | 3.7% | -1.6% | 0.018% | |
4/23/2024 | Fifth Third Bancorp | 49,131 | $4.33M | 0.0% | -0.2% | 0.005% | |
4/23/2024 | Wesbanco Bank Inc. | 9,841 | $868K | 0.0% | -2.6% | 0.001% | |
4/23/2024 | Summit Trail Advisors LLC | 25,488 | $2.25M | 0.1% | +565.1% | 0.003% | |
4/23/2024 | Hunter Perkins Capital Management LLC | 39,840 | $3.52M | 0.7% | -75.9% | 0.004% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 160,110 | $14.12M | 0.0% | -4.5% | 0.017% | |
4/23/2024 | Stonegate Investment Group LLC | 2,362 | $208K | 0.0% | N/A | 0.000% | |
4/22/2024 | Nicholas Hoffman & Company LLC. | 2,395 | $211K | 0.0% | N/A | 0.000% | |
4/22/2024 | PFG Investments LLC | 4,898 | $432K | 0.0% | N/A | 0.001% | |
4/22/2024 | Sterling Investment Management LLC | 62,455 | $5.51M | 3.9% | -1.7% | 0.007% | |
4/22/2024 | QV Investors Inc. | 243,609 | $21.50M | 1.9% | +1.1% | 0.026% | |
4/22/2024 | Raymond James & Associates | 767,465 | $67.67M | 0.0% | +5.3% | 0.082% | |
4/22/2024 | Waycross Investment Management Co | 9,346 | $824K | 0.8% | +18.2% | 0.001% | |
4/22/2024 | Windmill Hill Asset Management Ltd | 36,711 | $3.24M | 1.2% | +7.1% | 0.004% | |
4/22/2024 | Lawson Kroeker Investment Management Inc. NE | 100,251 | $8.84M | 1.7% | -0.5% | 0.011% | |
4/20/2024 | Maryland State Retirement & Pension System | 49,072 | $4.10M | 0.1% | +53.0% | 0.005% | |
4/19/2024 | Everett Harris & Co. CA | 77,458 | $6.83M | 0.1% | -0.9% | 0.008% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 23,246 | $2.05M | 0.6% | +1.0% | 0.002% | |
4/19/2024 | First Trust Direct Indexing L.P. | 10,179 | $897K | 0.1% | +19.9% | 0.001% | |
4/19/2024 | Norden Group LLC | 55,552 | $4.90M | 0.1% | N/A | 0.006% | |
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4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 2,229,212 | $196.67M | 0.1% | +0.6% | 0.239% | |
4/18/2024 | Dixon Mitchell Investment Counsel Inc. | 232,543 | $20.56M | 1.0% | +1.8% | 0.025% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 590,411 | $52.06M | 0.1% | +28.7% | 0.063% | |
4/18/2024 | Congress Wealth Management LLC DE | 44,954 | $3.96M | 0.1% | -16.2% | 0.005% | |
4/18/2024 | BKM Wealth Management LLC | 6,385 | $563K | 0.2% | +27.9% | 0.001% | |
4/18/2024 | Chapin Davis Inc. | 5,088 | $449K | 0.2% | N/A | 0.001% | |
4/18/2024 | Blue Zone Wealth Advisors LLC | 47,178 | $4.16M | 1.4% | N/A | 0.005% | |
4/16/2024 | Galibier Capital Management Ltd. | 332,235 | $29.32M | 7.0% | -27.0% | 0.036% | |
4/16/2024 | Independence Bank of Kentucky | 940 | $83K | 0.0% | +70.9% | 0.000% | |
4/16/2024 | Capital Insight Partners LLC | 36,160 | $3.19M | 0.6% | +7.8% | 0.004% | |
4/16/2024 | Atlantic Union Bankshares Corp | 23,492 | $2.07M | 0.2% | -12.8% | 0.003% | |
4/16/2024 | Addenda Capital Inc. | 802,461 | $70.75M | 3.3% | -3.3% | 0.086% | |
4/16/2024 | Chesley Taft & Associates LLC | 27,107 | $2.39M | 0.1% | -3.4% | 0.003% | |
4/16/2024 | Scharf Investments LLC | 94,202 | $8.31M | 0.2% | -92.0% | 0.010% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 80,748 | $7.12M | 0.0% | +42.5% | 0.009% | |
4/15/2024 | Janiczek Wealth Management LLC | 2,926 | $258K | 0.1% | +30.4% | 0.000% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 24,921 | $2.20M | 0.1% | +358.8% | 0.003% | |
4/15/2024 | Aspiriant LLC | 11,585 | $1.02M | 0.0% | -4.3% | 0.001% | |
4/15/2024 | Brookstone Capital Management | 14,959 | $1.32M | 0.0% | +55.0% | 0.002% | |
4/13/2024 | First Financial Corp IN | 280 | $25K | 0.0% | -85.3% | 0.000% | |
4/13/2024 | Affinity Capital Advisors LLC | 6,935 | $611K | 0.1% | N/A | 0.001% | |
4/13/2024 | Retirement Planning Group LLC | 47,654 | $4.20M | 0.3% | +0.8% | 0.005% | |
4/12/2024 | Pacifica Partners Inc. | 2,024 | $177K | 0.1% | +30.4% | 0.000% | |
4/12/2024 | Northwest Investment Counselors LLC | 858 | $76K | 0.0% | N/A | 0.000% | |
4/11/2024 | Ballentine Partners LLC | 4,937 | $435K | 0.0% | -26.8% | 0.001% | |
4/11/2024 | Opal Wealth Advisors LLC | 2,578 | $227K | 0.1% | -29.9% | 0.000% | |
4/11/2024 | Douglas Lane & Associates LLC | 2,840 | $250K | 0.0% | -11.3% | 0.000% | |
4/11/2024 | &PARTNERS | 3,384 | $299K | 0.0% | +28.0% | 0.000% | |
4/11/2024 | Sanders Morris Harris LLC | 15,604 | $1.38M | 0.3% | +1.6% | 0.002% | |
4/11/2024 | Congress Asset Management Co. MA | 45,268 | $3.99M | 0.0% | -19.9% | 0.005% | |
4/11/2024 | Gulf International Bank UK Ltd | 9,232 | $814K | 0.0% | +5.6% | 0.001% | |
4/11/2024 | First Affirmative Financial Network | 5,361 | $473K | 0.3% | +4.1% | 0.001% | |
4/10/2024 | Threadgill Financial LLC | 55,402 | $4.89M | 2.2% | +1.1% | 0.006% | |
4/10/2024 | Inscription Capital LLC | 2,553 | $228K | 0.1% | N/A | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 44,540 | $3.93M | 0.1% | +21.9% | 0.005% | |
4/10/2024 | Walker Asset Management LLC | 6,214 | $548K | 0.4% | -2.8% | 0.001% | |
4/10/2024 | Banque Cantonale Vaudoise | 4,446 | $392K | 0.0% | N/A | 0.000% | |
4/9/2024 | Cardinal Capital Management Inc. | 1,174,210 | $103.61M | 4.6% | -0.5% | 0.126% | |
4/9/2024 | Foster Group Inc. | 4,590 | $405K | 0.0% | N/A | 0.000% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 1,026 | $90K | 0.0% | +25.6% | 0.000% | |
4/9/2024 | Mather Group LLC. | 1,575 | $139K | 0.0% | N/A | 0.000% | |
4/5/2024 | First Hawaiian Bank | 17,713 | $1.56M | 0.0% | -13.5% | 0.002% | |
4/5/2024 | GAMMA Investing LLC | 1,229 | $108K | 0.0% | +12.1% | 0.000% | |
4/5/2024 | Compass Wealth Management LLC | 56,871 | $5.02M | 1.3% | -0.8% | 0.006% | |
4/5/2024 | NBC Securities Inc. | 39,130 | $3.45M | 0.3% | -2.4% | 0.004% | |
4/5/2024 | CWM LLC | 6,592 | $581K | 0.0% | -57.8% | 0.001% | |
4/4/2024 | Cullen Investment Group LTD. | 34,042 | $2.96M | 0.5% | -2.7% | 0.004% | |
4/1/2024 | Appleton Partners Inc. MA | 87,215 | $7.69M | 0.6% | -1.6% | 0.009% | |
3/27/2024 | Nomura Holdings Inc. | 12,700 | $1.00M | 0.0% | -84.3% | 0.001% | |
3/26/2024 | HighPoint Advisor Group LLC | 14,223 | $1.24M | 0.1% | N/A | 0.002% | |
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3/22/2024 | PNC Financial Services Group Inc. | 269,160 | $21.28M | 0.0% | -1.5% | 0.029% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 15,100 | $1.20M | 0.0% | -16.5% | 0.002% | |
3/13/2024 | Sivia Capital Partners LLC | 3,250 | $257K | 0.1% | N/A | 0.000% | |
3/11/2024 | Vanguard Group Inc. | 34,337,847 | $2.71B | 0.1% | +1.7% | 3.683% | |
3/11/2024 | Wahed Invest LLC | 7,248 | $576K | 0.1% | +10.4% | 0.001% | |
3/8/2024 | Trust Co. of Vermont | 2,251 | $178K | 0.0% | -22.4% | 0.000% | |
3/5/2024 | Fisher Asset Management LLC | 379,356 | $29.99M | 0.0% | +7.0% | 0.041% | |
3/5/2024 | Wellington Management Group LLP | 2,419,010 | $192.33M | 0.0% | -9.3% | 0.259% | |
3/4/2024 | Congress Asset Management Co. MA | 56,500 | $4.47M | 0.0% | -15.2% | 0.006% | |
2/28/2024 | EP Wealth Advisors LLC | 2,733 | $216K | 0.0% | -7.6% | 0.000% | |