7/8/2025 | E. Ohman J or Asset Management AB | 328,404 | $95.21M | 2.4% | -4.1% | 0.012% | |
7/8/2025 | S.E.E.D. Planning Group LLC | 11,239 | $3.26M | 1.0% | -2.9% | 0.000% | |
7/8/2025 | Mirabaud & Cie SA | 31,345 | $9.09M | 2.9% | -5.6% | 0.001% | |
7/8/2025 | GK Wealth Management LLC | 1,499 | $435K | 0.4% | -4.4% | 0.000% | |
7/8/2025 | Gallacher Capital Management LLC | 1,798 | $521K | 0.2% | +111.8% | 0.000% | |
7/8/2025 | Cultivar Capital Inc. | 3,832 | $1.11M | 0.8% | +74.2% | 0.000% | |
7/8/2025 | Parallel Advisors LLC | 132,465 | $38.40M | 0.8% | +1.6% | 0.005% | |
7/7/2025 | O Connor Financial Group LLC | 1,110 | $329K | 0.1% | +3.9% | 0.000% | |
7/7/2025 | Trust Co. of Oklahoma | 3,138 | $910K | 0.3% | +31.4% | 0.000% | |
7/7/2025 | Hoertkorn Richard Charles | 52,412 | $15.20M | 6.4% | -1.7% | 0.002% | |
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7/7/2025 | Wealth Alliance Advisory Group LLC | 13,330 | $3.87M | 0.7% | +1.3% | 0.000% | |
7/7/2025 | Park Edge Advisors LLC | 13,111 | $3.80M | 1.0% | +7.3% | 0.000% | |
7/7/2025 | St. Clair Advisors LLC | 6,160 | $1.79M | 0.5% | -3.1% | 0.000% | |
7/7/2025 | Accelerate Investment Advisors LLC | 2,697 | $782K | 0.6% | +5.1% | 0.000% | |
7/7/2025 | Capital Asset Advisory Services LLC | 32,582 | $9.46M | 0.4% | -6.2% | 0.001% | |
7/7/2025 | Wesbanco Bank Inc. | 313,876 | $91.00M | 2.7% | +3.7% | 0.011% | |
7/7/2025 | HMS Capital Management LLC | 10,991 | $3.19M | 1.4% | -3.4% | 0.000% | |
7/7/2025 | Whitaker Myers Wealth Managers LTD. | 8,563 | $2.48M | 0.6% | +41.1% | 0.000% | |
7/7/2025 | Osprey Private Wealth LLC | 35,330 | $10.46M | 5.7% | +1.0% | 0.001% | |
7/7/2025 | Somerset Trust Co | 34,617 | $10.04M | 3.3% | -2.2% | 0.001% | |
7/7/2025 | Enterprise Bank & Trust Co | 29,540 | $8.56M | 3.2% | -1.1% | 0.001% | |
7/7/2025 | Good Steward Wealth Advisors LLC | 2,058 | $597K | 0.5% | -26.8% | 0.000% | |
7/7/2025 | Zevenbergen Capital Investments LLC | 29,538 | $8.56M | 0.2% | -0.7% | 0.001% | |
7/7/2025 | Versant Capital Management Inc | 8,178 | $2.37M | 0.4% | +11.9% | 0.000% | |
7/7/2025 | Peak Financial Advisors LLC | 695 | $201K | 0.1% | N/A | 0.000% | |
7/7/2025 | First Citizens Financial Corp | 10,821 | $3.14M | 1.7% | +0.7% | 0.000% | |
7/7/2025 | Modus Advisors LLC | 27,191 | $7.88M | 2.3% | +0.5% | 0.001% | |
7/7/2025 | Delphi Management Inc. MA | 5,426 | $1.57M | 1.5% | -5.0% | 0.000% | |
7/7/2025 | Insight Wealth Strategies LLC | 10,604 | $3.08M | 0.4% | -11.9% | 0.000% | |
7/7/2025 | Roxbury Financial LLC | 7,985 | $2.32M | 2.3% | -3.1% | 0.000% | |
7/7/2025 | Greenfield Savings Bank | 24,152 | $7.00M | 3.2% | +0.4% | 0.001% | |
7/7/2025 | Nova Wealth Management Inc. | 3,848 | $1.12M | 0.8% | -18.5% | 0.000% | |
7/7/2025 | Ables Iannone Moore & Associates Inc. | 24,902 | $7.22M | 4.5% | -2.4% | 0.001% | |
7/7/2025 | OMNI 360 Wealth Inc. | 2,813 | $815K | 0.4% | +12.9% | 0.000% | |
7/7/2025 | Bangor Savings Bank | 43,717 | $12.67M | 1.1% | -0.9% | 0.002% | |
7/7/2025 | Abner Herrman & Brock LLC | 123,233 | $35.73M | 4.0% | -3.8% | 0.004% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 20,930 | $6.07M | 0.8% | -62.2% | 0.001% | |
7/7/2025 | Salem Investment Counselors Inc. | 227,894 | $66.07M | 2.1% | -0.1% | 0.008% | |
7/7/2025 | Aletheian Wealth Advisors LLC | 3,053 | $885K | 0.4% | -4.1% | 0.000% | |
7/7/2025 | Centurion Wealth Management LLC | 5,437 | $1.58M | 0.5% | -1.0% | 0.000% | |
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7/7/2025 | Douglas Lane & Associates LLC | 701,037 | $203.24M | 2.9% | -6.1% | 0.025% | |
7/7/2025 | TruWealth Advisors LLC | 116,534 | $33.78M | 1.9% | +3.6% | 0.004% | |
7/7/2025 | RB Capital Management LLC | 27,396 | $7.94M | 1.8% | +2.0% | 0.001% | |
7/7/2025 | Wilson & Boucher Capital Management LLC | 2,051 | $595K | 0.4% | -4.0% | 0.000% | |
7/7/2025 | RDA Financial Network | 31,315 | $9.08M | 2.5% | +2.6% | 0.001% | |
7/3/2025 | Arvest Investments Inc. | 29,690 | $8.61M | 1.3% | -2.3% | 0.001% | |
7/3/2025 | Whitcomb & Hess Inc. | 1,094 | $317K | 0.1% | -15.2% | 0.000% | |
7/3/2025 | TrueWealth Advisors LLC | 4,869 | $1.41M | 0.4% | -1.0% | 0.000% | |
7/3/2025 | Garde Capital Inc. | 4,992 | $1.45M | 0.1% | -0.7% | 0.000% | |
7/3/2025 | Collective Family Office LLC | 3,431 | $995K | 0.3% | -12.7% | 0.000% | |
7/3/2025 | McLean Asset Management Corp | 7,394 | $2.16M | 0.6% | +2.3% | 0.000% | |
7/3/2025 | Sage Capital Advisors llc | 2,175 | $631K | 0.2% | +7.4% | 0.000% | |
7/3/2025 | Trust Co of the South | 6,232 | $1.81M | 0.3% | -1.0% | 0.000% | |
7/3/2025 | Fiduciary Financial Group LLC | 3,969 | $1.15M | 0.2% | +4.1% | 0.000% | |
7/3/2025 | City Center Advisors LLC | 1,015 | $294K | 0.3% | +15.7% | 0.000% | |
7/2/2025 | Norway Savings Bank | 21,920 | $6.36M | 3.3% | -0.8% | 0.001% | |
7/2/2025 | Capital Market Strategies LLC | 1,170 | $339K | 0.2% | +7.0% | 0.000% | |
7/2/2025 | InvesTrust | 21,739 | $6.30M | 2.4% | -47.6% | 0.001% | |
7/2/2025 | HBW Advisory Services LLC | 7,647 | $2.22M | 0.3% | +6.1% | 0.000% | |
7/2/2025 | Helen Stephens Group LLC | 4,801 | $1.39M | 0.3% | +4.5% | 0.000% | |
7/2/2025 | Crumly & Associates Inc. | 6,040 | $1.75M | 0.4% | -2.0% | 0.000% | |
7/2/2025 | Howard Financial Services LTD. | 6,064 | $1.76M | 0.2% | -26.5% | 0.000% | |
7/2/2025 | Doliver Advisors LP | 19,200 | $5.57M | 1.5% | -7.0% | 0.001% | |
7/2/2025 | First Financial Bank Trust Division | 76,612 | $22.21M | 2.0% | +0.4% | 0.003% | |
7/2/2025 | Marotta Asset Management | 1,390 | $403K | 0.1% | -46.1% | 0.000% | |
7/2/2025 | LVM Capital Management Ltd. MI | 55,356 | $16.05M | 1.7% | +3.8% | 0.002% | |
7/2/2025 | Waller Financial Planning Group Inc. | 2,976 | $863K | 0.2% | -8.2% | 0.000% | |
7/2/2025 | Neville Rodie & Shaw Inc. | 131,529 | $38.13M | 2.8% | -2.4% | 0.005% | |
7/2/2025 | Central Pacific Bank Trust Division | 16,638 | $4.82M | 0.6% | -0.7% | 0.001% | |
7/1/2025 | Cacti Asset Management LLC | 10,410 | $2.99M | 0.2% | -4.6% | 0.000% | |
7/1/2025 | Confluence Investment Management LLC | 725 | $210K | 0.0% | -14.6% | 0.000% | |
7/1/2025 | Legacy Wealth Management LLC MS | 12,448 | $3.61M | 1.1% | -4.6% | 0.000% | |
7/1/2025 | Park National Corp OH | 348,262 | $100.97M | 3.3% | -5.3% | 0.013% | |
7/1/2025 | Harbor Investment Advisory LLC | 68,963 | $19.99M | 1.7% | -0.5% | 0.002% | |
7/1/2025 | First National Bank Sioux Falls | 8,294 | $2.41M | 0.9% | -0.8% | 0.000% | |
7/1/2025 | Stonebridge Capital Management Inc. | 2,200 | $638K | 0.2% | +120.0% | 0.000% | |
7/1/2025 | Kera Capital Partners Inc. | 21,388 | $6.20M | 1.2% | +7.7% | 0.001% | |
7/1/2025 | Private Client Services LLC | 8,310 | $2.41M | 0.9% | +20.6% | 0.000% | |
7/1/2025 | Cullen Investment Group LTD. | 103,470 | $30.00M | 4.2% | +1.7% | 0.004% | |
6/30/2025 | Pensionfund Sabic | 22,900 | $5.62M | 1.7% | -13.6% | 0.001% | |
6/26/2025 | AG2R LA Mondiale Gestion D Actifs | 124,574 | $32.89M | 1.9% | N/A | 0.004% | |
6/24/2025 | Rainier Family Wealth Inc. | 5,955 | $1.46M | 1.7% | -1.3% | 0.000% | |
6/23/2025 | Swedbank AB | 4,085,771 | $1.00B | 1.3% | -1.0% | 0.147% | |
6/18/2025 | Voya Investment Management LLC | 3,332,008 | $817.34M | 0.9% | -13.1% | 0.120% | |
6/17/2025 | Howe & Rusling Inc. | 184,162 | $45.18M | 3.8% | -8.0% | 0.007% | |
6/16/2025 | Maple Capital Management Inc. | 194,235 | $47.65M | 3.7% | -2.7% | 0.007% | |
6/16/2025 | Lynx Investment Advisory | 2,707 | $664K | 0.4% | +2.3% | 0.000% | |
6/10/2025 | Birchbrook Inc. | 9,153 | $2.25M | 1.3% | -4.0% | 0.000% | |
6/9/2025 | 1248 Management LLC | 44,147 | $10.83M | 4.4% | +0.7% | 0.002% | |
6/9/2025 | Asset Planning Services Inc. LA ADV | 42,142 | $10.34M | 5.3% | -0.7% | 0.002% | |
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6/6/2025 | First Long Island Investors LLC | 119,694 | $29.36M | 2.4% | -2.4% | 0.004% | |
6/5/2025 | Cim LLC | 8,666 | $2.13M | 0.3% | N/A | 0.000% | |
6/5/2025 | Osterweis Capital Management Inc. | 138,416 | $33.95M | 0.0% | +0.3% | 0.005% | |
6/4/2025 | First Hawaiian Bank | 43,473 | $10.66M | 0.5% | -9.4% | 0.002% | |
6/4/2025 | Harold Davidson & Associates Inc. | 18,245 | $4.48M | 2.4% | -2.1% | 0.001% | |
6/3/2025 | CBIZ Investment Advisory Services LLC | 1,366 | $335K | 0.0% | +9.2% | 0.000% | |
6/3/2025 | Invst LLC | 11,307 | $2.77M | 0.4% | -25.3% | 0.000% | |
6/2/2025 | Cim Investment Management Inc. | 13,760 | $3.38M | 0.8% | +4.1% | 0.000% | |
6/2/2025 | Hodges Capital Management Inc. | 36,487 | $8.95M | 0.9% | -17.6% | 0.001% | |
6/2/2025 | Modern Wealth Management LLC | 156,789 | $38.46M | 1.2% | +1.0% | 0.006% | |