7/8/2025 | Mirabaud & Cie SA | 54,311 | $8.65M | 2.8% | +8.7% | 0.002% | |
7/8/2025 | Gallacher Capital Management LLC | 4,643 | $740K | 0.3% | +14.1% | 0.000% | |
7/8/2025 | Parallel Advisors LLC | 63,267 | $10.08M | 0.2% | -1.8% | 0.003% | |
7/7/2025 | Hoertkorn Richard Charles | 63,605 | $10.13M | 4.3% | -0.7% | 0.003% | |
7/7/2025 | Park Edge Advisors LLC | 12,876 | $2.05M | 0.5% | -2.7% | 0.001% | |
7/7/2025 | Accelerate Investment Advisors LLC | 1,629 | $260K | 0.2% | +10.0% | 0.000% | |
7/7/2025 | Capital Asset Advisory Services LLC | 28,425 | $4.58M | 0.2% | -13.5% | 0.001% | |
7/7/2025 | Wesbanco Bank Inc. | 268,416 | $42.76M | 1.3% | +5.5% | 0.011% | |
7/7/2025 | HMS Capital Management LLC | 9,852 | $1.57M | 0.7% | -4.5% | 0.000% | |
7/7/2025 | Somerset Trust Co | 21,453 | $3.42M | 1.1% | +1.0% | 0.001% | |
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7/7/2025 | Enterprise Bank & Trust Co | 11,361 | $1.81M | 0.7% | +2.9% | 0.000% | |
7/7/2025 | Good Steward Wealth Advisors LLC | 3,270 | $521K | 0.4% | -15.9% | 0.000% | |
7/7/2025 | First Citizens Financial Corp | 3,882 | $618K | 0.3% | +5.9% | 0.000% | |
7/7/2025 | Modus Advisors LLC | 15,775 | $2.51M | 0.7% | +1.5% | 0.001% | |
7/7/2025 | Dominguez Wealth Management Solutions Inc. | 20,393 | $3.25M | 2.3% | -1.1% | 0.001% | |
7/7/2025 | Armstrong Henry H Associates Inc. | 366,705 | $58.42M | 5.5% | -1.9% | 0.016% | |
7/7/2025 | Roxbury Financial LLC | 8,667 | $1.38M | 1.3% | -5.1% | 0.000% | |
7/7/2025 | Greenfield Savings Bank | 13,626 | $2.17M | 1.0% | -1.6% | 0.001% | |
7/7/2025 | Bangor Savings Bank | 4,102 | $653K | 0.1% | -8.5% | 0.000% | |
7/7/2025 | Abner Herrman & Brock LLC | 24,350 | $3.88M | 0.4% | -22.8% | 0.001% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 36,081 | $5.75M | 0.7% | +18.2% | 0.002% | |
7/7/2025 | Salem Investment Counselors Inc. | 111,122 | $17.70M | 0.6% | +0.4% | 0.005% | |
7/7/2025 | Aletheian Wealth Advisors LLC | 2,807 | $447K | 0.2% | -2.9% | 0.000% | |
7/7/2025 | Douglas Lane & Associates LLC | 18,596 | $2.96M | 0.0% | -6.3% | 0.001% | |
7/7/2025 | RB Capital Management LLC | 12,735 | $2.03M | 0.5% | -1.4% | 0.001% | |
7/7/2025 | RDA Financial Network | 7,904 | $1.26M | 0.3% | +323.8% | 0.000% | |
7/3/2025 | Trinity Financial Advisors LLC | 3,348 | $533K | 0.2% | -19.2% | 0.000% | |
7/3/2025 | CPA Asset Management LLC | 5,780 | $921K | 0.4% | -1.3% | 0.000% | |
7/3/2025 | TrueWealth Advisors LLC | 3,560 | $567K | 0.2% | -4.3% | 0.000% | |
7/3/2025 | Garde Capital Inc. | 4,559 | $726K | 0.0% | +9.6% | 0.000% | |
7/3/2025 | McLean Asset Management Corp | 2,657 | $428K | 0.1% | +2.9% | 0.000% | |
7/3/2025 | Trust Co of the South | 7,871 | $1.25M | 0.2% | +3.9% | 0.000% | |
7/2/2025 | Norway Savings Bank | 19,248 | $3.07M | 1.6% | -3.3% | 0.001% | |
7/2/2025 | Capital Market Strategies LLC | 2,310 | $368K | 0.3% | -7.0% | 0.000% | |
7/2/2025 | InvesTrust | 19,951 | $3.18M | 1.2% | -51.2% | 0.001% | |
7/2/2025 | Howard Financial Services LTD. | 1,771 | $282K | 0.0% | -27.1% | 0.000% | |
7/2/2025 | First Financial Bank Trust Division | 237,159 | $37.78M | 3.3% | -1.3% | 0.010% | |
7/2/2025 | Jacobs & Co. CA | 38,343 | $6.11M | 0.6% | -3.8% | 0.002% | |
7/2/2025 | LVM Capital Management Ltd. MI | 181,955 | $28.99M | 3.0% | -0.1% | 0.008% | |
7/2/2025 | Neville Rodie & Shaw Inc. | 70,158 | $11.18M | 0.8% | -3.3% | 0.003% | |
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7/2/2025 | Central Pacific Bank Trust Division | 4,525 | $721K | 0.1% | -1.6% | 0.000% | |
7/1/2025 | Confluence Investment Management LLC | 133,731 | $21.31M | 0.3% | -2.1% | 0.006% | |
7/1/2025 | Park National Corp OH | 269,826 | $42.99M | 1.4% | +8.9% | 0.012% | |
7/1/2025 | Harbor Investment Advisory LLC | 21,425 | $3.41M | 0.3% | -2.4% | 0.001% | |
7/1/2025 | Private Client Services LLC | 1,938 | $309K | 0.1% | N/A | 0.000% | |
7/1/2025 | Cullen Investment Group LTD. | 26,370 | $4.20M | 0.6% | -5.3% | 0.001% | |
6/30/2025 | Pensionfund Sabic | 22,200 | $3.78M | 1.1% | -15.9% | 0.001% | |
6/26/2025 | AG2R LA Mondiale Gestion D Actifs | 117,467 | $19.96M | 1.1% | N/A | 0.005% | |
6/23/2025 | Swedbank AB | 1,471,085 | $250.70M | 0.3% | -7.0% | 0.063% | |
6/18/2025 | Voya Investment Management LLC | 901,403 | $153.62M | 0.2% | -0.4% | 0.038% | |
6/17/2025 | Howe & Rusling Inc. | 6,576 | $1.12M | 0.1% | +1.6% | 0.000% | |
6/17/2025 | Guinness Asset Management LTD | 1,215,379 | $206.99M | 4.0% | -2.6% | 0.052% | |
6/16/2025 | Maple Capital Management Inc. | 11,788 | $2.01M | 0.2% | -4.0% | 0.001% | |
6/11/2025 | Kondo Wealth Advisors Inc. | 1,324 | $226K | 0.1% | +5.2% | 0.000% | |
6/10/2025 | Birchbrook Inc. | 4,345 | $741K | 0.4% | -1.7% | 0.000% | |
6/9/2025 | 1248 Management LLC | 5,177 | $882K | 0.4% | +4.3% | 0.000% | |
6/6/2025 | eCIO Inc. | 624 | $106K | 0.0% | N/A | 0.000% | |
6/6/2025 | Bontempo Ohly Capital Mgmt LLC | 15,975 | $2.72M | 1.3% | N/A | 0.001% | |
6/5/2025 | Osterweis Capital Management Inc. | 16,944 | $2.89M | 0.0% | -7.4% | 0.001% | |
6/4/2025 | First Hawaiian Bank | 9,366 | $1.60M | 0.1% | +11.2% | 0.000% | |
6/3/2025 | CBIZ Investment Advisory Services LLC | 358 | $61K | 0.0% | +265.3% | 0.000% | |
6/3/2025 | Invst LLC | 11,912 | $2.03M | 0.3% | -25.0% | 0.001% | |
6/2/2025 | Hodges Capital Management Inc. | 6,885 | $1.17M | 0.1% | -16.5% | 0.000% | |
6/2/2025 | Modern Wealth Management LLC | 64,626 | $11.01M | 0.4% | +15.1% | 0.003% | |
5/29/2025 | Nova Wealth Management Inc. | 150 | $26K | 0.0% | N/A | 0.000% | |
5/29/2025 | Apeiron RIA LLC | 5,121 | $873K | 0.3% | -1.9% | 0.000% | |
5/28/2025 | Jones Financial Companies Lllp | 679,906 | $114.51M | 0.1% | +27.7% | 0.029% | |
5/28/2025 | Birmingham Capital Management Co. Inc. AL | 43,122 | $7.35M | 2.8% | -7.2% | 0.002% | |
5/28/2025 | Silicon Valley Capital Partners | 728 | $122K | 0.0% | +78.4% | 0.000% | |
5/28/2025 | Anderson Financial Strategies LLC | 800 | $136K | 0.1% | -9.1% | 0.000% | |
5/28/2025 | Strs Ohio | 692,615 | $118.04M | 0.5% | N/A | 0.030% | |
5/28/2025 | Ellsworth Advisors LLC | 3,801 | $648K | 0.2% | -4.0% | 0.000% | |
5/28/2025 | Wealth Management Associates Inc. | 9,489 | $1.62M | 0.7% | +2.7% | 0.000% | |
5/28/2025 | Intrua Financial LLC | 10,024 | $1.71M | 0.2% | -2.4% | 0.000% | |
5/28/2025 | Addison Capital Co | 51,295 | $8.74M | 3.4% | -4.6% | 0.002% | |
5/27/2025 | Jacobi Capital Management LLC | 37,007 | $6.31M | 0.5% | +4.3% | 0.002% | |
5/27/2025 | Advisors Capital Management LLC | 26,404 | $4.50M | 0.1% | -4.3% | 0.001% | |
5/27/2025 | Iron Gate Global Advisors LLC | 16,387 | $2.79M | 0.4% | -2.8% | 0.001% | |
5/23/2025 | Strategic Financial Services Inc. | 7,353 | $1.25M | 0.1% | -3.3% | 0.000% | |
5/23/2025 | Twin Lakes Capital Management LLC | 8,035 | $1.37M | 0.8% | -4.3% | 0.000% | |
5/22/2025 | Mattson Financial Services LLC | 20,892 | $3.56M | 1.1% | +9.0% | 0.001% | |
5/22/2025 | BOS Asset Management LLC | 3,445 | $587K | 0.2% | -2.2% | 0.000% | |
5/22/2025 | WBI Investments LLC | 3,911 | $667K | 0.2% | +48.4% | 0.000% | |
5/22/2025 | Kilter Group LLC | 1,328 | $226K | 0.1% | -5.3% | 0.000% | |
5/21/2025 | Indiana Trust & Investment Management Co | 11,360 | $1.94M | 0.7% | -2.9% | 0.000% | |
5/21/2025 | MBL Wealth LLC | 6,274 | $1.07M | 0.1% | +13.2% | 0.000% | |
5/21/2025 | McAdam LLC | 6,983 | $1.19M | 0.1% | +25.5% | 0.000% | |
5/21/2025 | Acadian Asset Management LLC | 1,201,494 | $204.73M | 0.6% | +17.2% | 0.051% | |
5/21/2025 | Geneos Wealth Management Inc. | 19,361 | $3.30M | 0.1% | +11.8% | 0.001% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 64,875 | $11.06M | 2.0% | -0.2% | 0.003% | |
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5/21/2025 | IFM Investors Pty Ltd | 452,647 | $77.14M | 0.8% | -0.3% | 0.019% | |
5/20/2025 | Fortis Capital Advisors LLC | 1,622 | $276K | 0.1% | N/A | 0.000% | |
5/20/2025 | Belpointe Asset Management LLC | 24,070 | $4.10M | 0.2% | -4.1% | 0.001% | |
5/20/2025 | Intech Investment Management LLC | 148,612 | $25.33M | 0.3% | -30.7% | 0.006% | |
5/20/2025 | Focus Partners Wealth | 1,782,391 | $303.76M | 0.8% | +8.9% | 0.076% | |
5/20/2025 | Flaharty Asset Management LLC | 3,515 | $599K | 0.1% | -5.2% | 0.000% | |
5/20/2025 | Strive Asset Management LLC | 4,053 | $691K | 0.5% | +3.5% | 0.000% | |
5/20/2025 | Integrity Alliance LLC. | 42,628 | $7.27M | 0.3% | +229.1% | 0.002% | |
5/20/2025 | Ransom Advisory Ltd | 21,581 | $3.68M | 1.8% | N/A | 0.001% | |
5/20/2025 | Glenview Trust co | 299,314 | $51.01M | 1.0% | -0.8% | 0.013% | |