4/26/2024 | Pinnacle Associates Ltd. | 19,304 | $29.37M | 0.5% | +9.3% | 0.148% | |
4/26/2024 | Pavion Blue Capital LLC | 1,209 | $1.84M | 0.9% | +8.9% | 0.009% | |
4/26/2024 | Conestoga Capital Advisors LLC | 455 | $692K | 0.0% | -9.9% | 0.003% | |
4/26/2024 | SYSTM Wealth Solutions LLC | 1,063 | $1.62M | 0.2% | -32.8% | 0.008% | |
4/26/2024 | Virginia Wealth Management Group Inc. | 1,172 | $1.78M | 1.5% | +28.5% | 0.009% | |
4/26/2024 | Verdence Capital Advisors LLC | 576 | $876K | 0.1% | +2.5% | 0.004% | |
|
4/26/2024 | Checchi Capital Advisers LLC | 135 | $205K | 0.0% | -5.6% | 0.001% | |
4/25/2024 | Alta Capital Management LLC | 30,287 | $46.08M | 2.8% | +1.2% | 0.232% | |
4/25/2024 | Inlet Private Wealth LLC | 191 | $291K | 0.1% | N/A | 0.001% | |
4/25/2024 | Equitable Trust Co. | 209 | $318K | 0.0% | +4.5% | 0.002% | |
4/25/2024 | Capital Investment Advisory Services LLC | 145 | $221K | 0.0% | -14.7% | 0.001% | |
4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 2,367 | $3.60M | 0.0% | +5.7% | 0.018% | |
4/25/2024 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 9,277 | $14.12M | 0.2% | +12.5% | 0.071% | |
4/25/2024 | Freedom Day Solutions LLC | 1,387 | $2.11M | 0.7% | -1.8% | 0.011% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 1,704 | $2.59M | 0.0% | +2.9% | 0.013% | |
4/24/2024 | Simplicity Wealth LLC | 167 | $254K | 0.0% | N/A | 0.001% | |
4/24/2024 | Spire Wealth Management | 395 | $601K | 0.0% | -2.7% | 0.003% | |
4/24/2024 | Buttonwood Financial Advisors Inc. | 2,562 | $3.90M | 1.8% | +28.6% | 0.020% | |
4/24/2024 | Assenagon Asset Management S.A. | 9,326 | $14.19M | 0.0% | +14.0% | 0.072% | |
4/23/2024 | Venturi Wealth Management LLC | 339 | $516K | 0.0% | +5.3% | 0.003% | |
4/23/2024 | Kirr Marbach & Co. LLC IN | 7,977 | $12.14M | 2.9% | -1.1% | 0.061% | |
4/23/2024 | Fifth Third Bancorp | 192 | $292K | 0.0% | +12.3% | 0.001% | |
4/23/2024 | Cigna Investments Inc. New | 141 | $215K | 0.0% | N/A | 0.001% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 22,265 | $33.88M | 0.1% | +1.5% | 0.171% | |
4/22/2024 | Founders Capital Management LLC | 646 | $983K | 0.2% | -7.2% | 0.005% | |
4/22/2024 | Intrinsic Value Partners LLC | 422 | $642K | 0.7% | -2.5% | 0.003% | |
4/22/2024 | Horst & Graben Wealth Management LLC | 676 | $1.03M | 0.2% | -38.5% | 0.005% | |
4/22/2024 | Raymond James & Associates | 27,343 | $41.60M | 0.0% | +9.1% | 0.210% | |
4/22/2024 | Lakewood Asset Management LLC | 523 | $796K | 0.5% | +1.9% | 0.004% | |
4/22/2024 | Lawson Kroeker Investment Management Inc. NE | 1,118 | $1.70M | 0.3% | -4.0% | 0.009% | |
4/22/2024 | IFM Investors Pty Ltd | 2,351 | $3.58M | 0.0% | N/A | 0.018% | |
4/19/2024 | Check Capital Management Inc. CA | 77,207 | $117.47M | 3.9% | +1.5% | 0.592% | |
4/19/2024 | Norden Group LLC | 568 | $864K | 0.0% | N/A | 0.004% | |
4/19/2024 | State of Alaska Department of Revenue | 1,873 | $2.85M | 0.0% | -25.5% | 0.014% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 31,819 | $48.41M | 0.0% | +2.9% | 0.244% | |
4/18/2024 | Silverlake Wealth Management LLC | 138 | $210K | 0.1% | N/A | 0.001% | |
4/18/2024 | Financial Security Advisor Inc. | 499 | $759K | 0.3% | +7.1% | 0.004% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 2,011 | $3.06M | 0.0% | -52.3% | 0.015% | |
4/18/2024 | Tributary Capital Management LLC | 570 | $867K | 0.1% | -17.0% | 0.004% | |
4/18/2024 | Oak Thistle LLC | 138 | $210K | 0.2% | N/A | 0.001% | |
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4/18/2024 | Compass Ion Advisors LLC | 778 | $1.18M | 0.2% | -30.1% | 0.006% | |
4/18/2024 | Seneca House Advisors | 5,465 | $8.32M | 3.6% | +6.2% | 0.042% | |
4/18/2024 | Blue Zone Wealth Advisors LLC | 2,268 | $3.45M | 1.2% | +3.0% | 0.017% | |
4/17/2024 | Fiduciary Alliance LLC | 1,544 | $2.33M | 0.4% | -12.7% | 0.012% | |
4/17/2024 | Kathleen S. Wright Associates Inc. | 1,454 | $2.18M | 1.0% | +2.3% | 0.011% | |
4/17/2024 | Alpha Omega Wealth Management LLC | 3,292 | $5.01M | 0.9% | -2.1% | 0.025% | |
4/16/2024 | MCF Advisors LLC | 255 | $388K | 0.0% | -27.1% | 0.002% | |
4/16/2024 | Trust Co. of Virginia VA | 138 | $210K | 0.0% | N/A | 0.001% | |
4/16/2024 | Capital Asset Advisory Services LLC | 184 | $278K | 0.0% | N/A | 0.001% | |
4/16/2024 | Lincoln Capital LLC | 18,180 | $27.66M | 6.2% | +0.9% | 0.139% | |
4/16/2024 | Scharf Investments LLC | 122,999 | $187.14M | 5.1% | -3.1% | 0.943% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 4,013 | $6.11M | 0.0% | +0.3% | 0.031% | |
4/16/2024 | Procyon Advisors LLC | 1,315 | $2.00M | 0.2% | -1.9% | 0.010% | |
4/16/2024 | Ervin Investment Management LLC | 2,658 | $4.05M | 2.8% | +0.7% | 0.020% | |
4/15/2024 | Chemistry Wealth Management LLC | 2,460 | $3.74M | 1.0% | +5.5% | 0.019% | |
4/13/2024 | Wallace Advisory Group LLC | 285 | $405K | 0.3% | -4.7% | 0.002% | |
4/12/2024 | Northwest Quadrant Wealth Management LLC | 181 | $275K | 0.1% | -5.2% | 0.001% | |
4/12/2024 | Gateway Investment Advisers LLC | 3,746 | $5.70M | 0.1% | +2.2% | 0.029% | |
4/12/2024 | Salvus Wealth Management LLC | 1,171 | $1.78M | 1.2% | -0.7% | 0.009% | |
4/12/2024 | Allen Mooney & Barnes Investment Advisors LLC | 404 | $583K | 0.1% | -74.4% | 0.003% | |
4/12/2024 | Harbor Investment Advisory LLC | 1,326 | $2.02M | 0.2% | +9.1% | 0.010% | |
4/12/2024 | Global Assets Advisory LLC | 87,509 | $133.14M | 0.4% | N/A | 0.671% | |
4/12/2024 | True North Advisors LLC | 1,817 | $2.77M | 0.8% | N/A | 0.014% | |
4/11/2024 | Opal Wealth Advisors LLC | 326 | $496K | 0.2% | +2.5% | 0.003% | |
4/11/2024 | Salem Investment Counselors Inc. | 1,817 | $2.77M | 0.1% | -1.2% | 0.014% | |
4/11/2024 | Crestmont Private Wealth LLC | 273 | $415K | 0.2% | +13.8% | 0.002% | |
4/11/2024 | Sebold Capital Management Inc. | 246 | $374K | 0.3% | +24.9% | 0.002% | |
4/11/2024 | Cadent Capital Advisors LLC | 269 | $409K | 0.2% | -14.1% | 0.002% | |
4/10/2024 | Park Avenue Securities LLC | 246 | $374K | 0.0% | +18.8% | 0.002% | |
4/10/2024 | Ridgewood Investments LLC | 2,079 | $3.16M | 1.7% | -0.5% | 0.016% | |
4/9/2024 | Alaska Permanent Fund Corp | 679 | $1.03M | 0.0% | +30.1% | 0.005% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 377 | $574K | 0.0% | -5.0% | 0.003% | |
4/9/2024 | Neville Rodie & Shaw Inc. | 3,370 | $5.13M | 0.4% | -2.3% | 0.026% | |
4/8/2024 | Pensionfund Sabic | 850 | $1.29M | 0.4% | -15.0% | 0.007% | |
4/5/2024 | First Hawaiian Bank | 1,067 | $1.62M | 0.1% | -54.0% | 0.008% | |
4/5/2024 | GAMMA Investing LLC | 38 | $58K | 0.0% | +90.0% | 0.000% | |
4/5/2024 | Los Angeles Capital Management LLC | 15,722 | $23.92M | 0.1% | -30.3% | 0.120% | |
4/5/2024 | Norman Fields Gottscho Capital Management LLC | 250 | $380K | 0.1% | -89.9% | 0.002% | |
4/5/2024 | CWM LLC | 214 | $326K | 0.0% | +36.3% | 0.002% | |
4/2/2024 | M&R Capital Management Inc. | 50 | $76K | 0.0% | -50.0% | 0.000% | |
4/1/2024 | Confluence Investment Management LLC | 40,051 | $60.94M | 0.8% | N/A | 0.305% | |
3/29/2024 | Kapitalo Investimentos Ltda | 127 | $180K | 0.0% | -21.1% | 0.001% | |
3/26/2024 | HighPoint Advisor Group LLC | 154 | $233K | 0.0% | N/A | 0.001% | |
3/22/2024 | PNC Financial Services Group Inc. | 6,425 | $9.12M | 0.0% | -15.0% | 0.049% | |
3/14/2024 | Ables Iannone Moore & Associates Inc. | 40 | $57K | 0.0% | N/A | 0.000% | |
3/11/2024 | Vanguard Group Inc. | 1,191,714 | $1.69B | 0.0% | +0.8% | 9.090% | |
3/8/2024 | Trust Co. of Vermont | 617 | $876K | 0.1% | +2.7% | 0.005% | |
3/5/2024 | Wellington Management Group LLP | 256,104 | $363.64M | 0.1% | -7.0% | 1.954% | |
3/1/2024 | Goldman Sachs Group Inc. | 36,970 | $52.49M | 0.0% | -22.5% | 0.282% | |
2/26/2024 | Centaurus Financial Inc. | 2,359 | $3.35M | 0.3% | +0.9% | 0.018% | |
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2/23/2024 | Beacon Financial Group | 141 | $200K | 0.0% | N/A | 0.001% | |
2/15/2024 | Boyar Asset Management Inc. | 295 | $419K | 0.3% | -4.8% | 0.002% | |
2/15/2024 | Broad Run Investment Management LLC | 42,797 | $60.77M | 8.1% | -7.4% | 0.324% | |
2/14/2024 | Avenir Corp | 85,935 | $122.02M | 10.6% | -1.7% | 0.650% | |
2/14/2024 | MGO One Seven LLC | 1,495 | $2.12M | 0.1% | -4.4% | 0.011% | |
2/14/2024 | Cheviot Value Management LLC | 5,672 | $8.13M | 1.8% | +2.0% | 0.043% | |
2/14/2024 | Quilter Plc | 20,838 | $29.42M | 0.0% | +25.7% | 0.158% | |
2/14/2024 | Shell Asset Management Co. | 524 | $744K | 0.0% | -87.5% | 0.004% | |
2/14/2024 | Seven Eight Capital LP | 674 | $957K | 0.1% | N/A | 0.005% | |
2/14/2024 | Watchman Group Inc. | 2,355 | $3.34M | 1.1% | +0.3% | 0.018% | |