7/25/2025 | Heartland Bank & Trust Co | 3,473 | $259K | 0.1% | N/A | 0.001% | |
7/25/2025 | NorthRock Partners LLC | 9,733 | $725K | 0.0% | +34.8% | 0.001% | |
7/25/2025 | Verdence Capital Advisors LLC | 7,174 | $535K | 0.0% | -4.3% | 0.001% | |
7/25/2025 | Atria Wealth Solutions Inc. | 27,066 | $2.02M | 0.0% | -11.5% | 0.004% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 54,743 | $4.08M | 0.0% | +3.4% | 0.008% | |
7/25/2025 | Sequoia Financial Advisors LLC | 24,966 | $1.86M | 0.0% | +56.6% | 0.004% | |
7/25/2025 | Yousif Capital Management LLC | 92,843 | $6.92M | 0.1% | -0.7% | 0.014% | |
7/25/2025 | M.E. Allison & CO. Inc. | 3,626 | $270K | 0.2% | N/A | 0.001% | |
7/25/2025 | MGO One Seven LLC | 8,304 | $619K | 0.0% | +6.5% | 0.001% | |
7/25/2025 | Welch Group LLC | 2,970 | $221K | 0.0% | N/A | 0.000% | |
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7/25/2025 | Allspring Global Investments Holdings LLC | 49,087 | $3.69M | 0.0% | +3.0% | 0.007% | |
7/25/2025 | LRI Investments LLC | 5,529 | $412K | 0.0% | -7.1% | 0.001% | |
7/25/2025 | CWM LLC | 53,635 | $4.00M | 0.0% | +47.1% | 0.008% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 84,398 | $6.32M | 0.1% | +28.0% | 0.012% | |
7/25/2025 | Sovereign Financial Group Inc. | 2,796 | $208K | 0.0% | N/A | 0.000% | |
7/25/2025 | Concurrent Investment Advisors LLC | 25,309 | $1.89M | 0.0% | +22.0% | 0.004% | |
7/25/2025 | Johnson Investment Counsel Inc. | 10,332 | $770K | 0.0% | -2.1% | 0.002% | |
7/25/2025 | Fifth Third Wealth Advisors LLC | 11,478 | $855K | 0.0% | +8.2% | 0.002% | |
7/24/2025 | Folger Nolan Fleming Douglas Capital Management Inc. | 1,011,913 | $75.42M | 8.4% | -10.8% | 0.148% | |
7/24/2025 | Summit Place Financial Advisors LLC | 45,033 | $3.36M | 1.7% | -4.4% | 0.007% | |
7/24/2025 | Eastern Bank | 4,947 | $369K | 0.0% | -12.4% | 0.001% | |
7/24/2025 | Aberdeen Group plc | 505,286 | $37.61M | 0.1% | +7.6% | 0.074% | |
7/24/2025 | Strengthening Families & Communities LLC | 44,932 | $3.33M | 1.8% | +0.6% | 0.007% | |
7/24/2025 | Strong Tower Advisory Services | 42,148 | $3.14M | 0.6% | +4.6% | 0.006% | |
7/24/2025 | PDS Planning Inc | 2,864 | $213K | 0.0% | N/A | 0.000% | |
7/24/2025 | Blue Trust Inc. | 11,260 | $839K | 0.0% | -1.7% | 0.002% | |
7/24/2025 | Brandywine Oak Private Wealth LLC | 47,954 | $3.57M | 0.3% | -1.1% | 0.007% | |
7/24/2025 | Wealthstar Advisors LLC | 22,333 | $1.66M | 0.6% | N/A | 0.003% | |
7/24/2025 | 3Chopt Investment Partners LLC | 5,857 | $437K | 0.1% | +10.7% | 0.001% | |
7/24/2025 | Argyle Capital Management LLC | 25,927 | $1.93M | 0.7% | -1.6% | 0.004% | |
7/24/2025 | Horizon Bancorp Inc. IN | 4,670 | $348K | 0.2% | +27.2% | 0.001% | |
7/24/2025 | IFP Advisors Inc | 10,980 | $818K | 0.0% | +6.1% | 0.002% | |
7/24/2025 | Callan Family Office LLC | 20,438 | $1.52M | 0.0% | +222.6% | 0.003% | |
7/24/2025 | Blair William & Co. IL | 80,139 | $5.97M | 0.0% | -1.0% | 0.012% | |
7/24/2025 | Mainstay Capital Management LLC ADV | 3,438 | $256K | 0.0% | N/A | 0.001% | |
7/24/2025 | Leo Wealth LLC | 8,068 | $601K | 0.0% | +14.8% | 0.001% | |
7/24/2025 | US Bancorp DE | 264,780 | $19.74M | 0.0% | +2.9% | 0.039% | |
7/24/2025 | Baxter Bros Inc. | 13,351 | $995K | 0.1% | -6.3% | 0.002% | |
7/23/2025 | Armstrong Fleming & Moore Inc | 2,698 | $201K | 0.1% | N/A | 0.000% | |
7/23/2025 | Tectonic Advisors LLC | 11,231 | $837K | 0.0% | -7.8% | 0.002% | |
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7/23/2025 | Vontobel Holding Ltd. | 121,946 | $9.09M | 0.0% | -5.8% | 0.018% | |
7/23/2025 | Maryland State Retirement & Pension System | 33,251 | $2.48M | 0.1% | +1.7% | 0.005% | |
7/23/2025 | First Merchants Corp | 27,575 | $2.06M | 0.1% | -71.7% | 0.004% | |
7/23/2025 | NBT Bank N A NY | 12,230 | $912K | 0.1% | -5.6% | 0.002% | |
7/23/2025 | Proffitt & Goodson Inc. | 8,163 | $608K | 0.1% | +3.7% | 0.001% | |
7/23/2025 | Louisiana State Employees Retirement System | 36,000 | $2.68M | 0.0% | -2.4% | 0.005% | |
7/23/2025 | Venturi Wealth Management LLC | 6,834 | $509K | 0.0% | -7.4% | 0.001% | |
7/23/2025 | Shell Asset Management Co. | 22,600 | $1.68M | 0.1% | +93.3% | 0.003% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 10,119 | $754K | 0.1% | -2.4% | 0.001% | |
7/23/2025 | Joel Isaacson & Co. LLC | 3,059 | $228K | 0.0% | N/A | 0.000% | |
7/23/2025 | KLP Kapitalforvaltning AS | 251,676 | $18.76M | 0.1% | +6.2% | 0.037% | |
7/23/2025 | Bingham Private Wealth LLC | 3,977 | $296K | 0.3% | N/A | 0.001% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 11,861 | $884K | 0.0% | -21.5% | 0.002% | |
7/22/2025 | Capital Advisors Inc. OK | 3,535 | $263K | 0.0% | -41.3% | 0.001% | |
7/22/2025 | Belpointe Asset Management LLC | 12,785 | $953K | 0.0% | -35.7% | 0.002% | |
7/22/2025 | Confluence Wealth Services Inc. | 5,579 | $416K | 0.0% | -2.9% | 0.001% | |
7/22/2025 | Cullinan Associates Inc. | 5,852 | $436K | 0.0% | -6.1% | 0.001% | |
7/22/2025 | Valeo Financial Advisors LLC | 571,320 | $42.58M | 0.1% | +4,168.7% | 0.084% | |
7/22/2025 | DAVENPORT & Co LLC | 47,545 | $3.54M | 0.0% | -17.3% | 0.007% | |
7/22/2025 | Glass Wealth Management Co LLC | 30,872 | $2.30M | 1.2% | -4.0% | 0.005% | |
7/22/2025 | Three Bridge Wealth Advisors LLC | 3,301 | $246K | 0.1% | N/A | 0.000% | |
7/22/2025 | Iron Horse Wealth Management LLC | 7,117 | $530K | 0.2% | +842.6% | 0.001% | |
7/22/2025 | OLD National Bancorp IN | 20,964 | $1.56M | 0.0% | +47.6% | 0.003% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 2,852 | $213K | 0.0% | N/A | 0.000% | |
7/22/2025 | Clarius Group LLC | 8,056 | $600K | 0.0% | -7.8% | 0.001% | |
7/22/2025 | Diligent Investors LLC | 27,482 | $2.05M | 0.5% | -2.1% | 0.004% | |
7/22/2025 | Penobscot Investment Management Company Inc. | 5,768 | $430K | 0.0% | -2.3% | 0.001% | |
7/21/2025 | 111 Capital | 12,163 | $907K | 0.2% | +197.4% | 0.002% | |
7/21/2025 | QRG Capital Management Inc. | 68,718 | $5.12M | 0.0% | +23.7% | 0.010% | |
7/21/2025 | ZWJ Investment Counsel Inc. | 756,017 | $56.35M | 2.1% | +1.0% | 0.111% | |
7/21/2025 | Fortis Capital Advisors LLC | 9,373 | $699K | 0.1% | -43.0% | 0.001% | |
7/21/2025 | Franklin Street Advisors Inc. NC | 3,207 | $239K | 0.0% | N/A | 0.000% | |
7/21/2025 | Ascent Group LLC | 5,657 | $422K | 0.0% | N/A | 0.001% | |
7/21/2025 | Barrett & Company Inc. | 463 | $35K | 0.0% | -46.6% | 0.000% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,978 | $222K | 0.0% | N/A | 0.000% | |
7/21/2025 | Asset Advisors Investment Management LLC | 6,871 | $512K | 0.1% | +27.9% | 0.001% | |
7/21/2025 | DHJJ Financial Advisors Ltd. | 527 | $39K | 0.0% | +132.2% | 0.000% | |
7/21/2025 | Exchange Capital Management Inc. | 56,901 | $4.24M | 0.6% | +0.3% | 0.008% | |
7/21/2025 | Hilltop National Bank | 1,381 | $103K | 0.0% | N/A | 0.000% | |
7/21/2025 | Hardman Johnston Global Advisors LLC | 844,488 | $62.94M | 2.8% | -4.1% | 0.124% | |
7/21/2025 | Red Mountain Financial LLC | 17,999 | $1.34M | 1.7% | +2.7% | 0.003% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 77,485 | $5.78M | 0.0% | +8.9% | 0.011% | |
7/21/2025 | J. Safra Sarasin Holding AG | 19,363 | $1.44M | 0.0% | +24.3% | 0.003% | |
7/21/2025 | First National Bank & Trust Co. of Newtown | 10,137 | $755K | 0.2% | -1.6% | 0.001% | |
7/21/2025 | Riverview Trust Co | 409 | $30K | 0.0% | -85.2% | 0.000% | |
7/18/2025 | Naples Global Advisors LLC | 88,544 | $6.60M | 0.6% | -2.6% | 0.013% | |
7/18/2025 | Pure Financial Advisors LLC | 5,438 | $405K | 0.0% | +7.9% | 0.001% | |
7/18/2025 | Robeco Institutional Asset Management B.V. | 394,719 | $29.42M | 0.0% | +573.7% | 0.058% | |
7/18/2025 | Newman Dignan & Sheerar Inc. | 2,726 | $203K | 0.0% | N/A | 0.000% | |
7/18/2025 | SOA Wealth Advisors LLC. | 737 | $55K | 0.0% | +622.5% | 0.000% | |
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7/18/2025 | Trust Co. of Vermont | 87,565 | $6.53M | 0.3% | +2.2% | 0.013% | |
7/18/2025 | Ninety One UK Ltd | 515,197 | $38.40M | 0.1% | -0.1% | 0.076% | |
7/18/2025 | PFG Investments LLC | 12,554 | $936K | 0.1% | -2.4% | 0.002% | |
7/18/2025 | Institute for Wealth Management LLC. | 8,719 | $650K | 0.1% | -6.6% | 0.001% | |
7/18/2025 | Cooper Financial Group | 18,982 | $1.42M | 0.2% | +7.5% | 0.003% | |
7/18/2025 | PGGM Investments | 1,223,444 | $91.18M | 1.6% | +68.5% | 0.179% | |
7/18/2025 | Truist Financial Corp | 308,003 | $22.96M | 0.0% | -2.6% | 0.045% | |
7/18/2025 | Westhampton Capital LLC | 8,062 | $601K | 0.3% | -2.6% | 0.001% | |
7/18/2025 | Union Bancaire Privee UBP SA | 13,606 | $1.01M | 0.0% | +17.8% | 0.002% | |
7/17/2025 | Chicago Capital LLC | 5,268 | $393K | 0.0% | +7.6% | 0.001% | |