3/18/2024 | CoreFirst Bank & Trust | 16,568 | $2.43M | 1.6% | -2.4% | 0.001% | |
3/15/2024 | Hart & Patterson Financial Group LLC | 2,447 | $0.36M | 0.2% | N/A | 0.000% | |
3/15/2024 | Skyline Advisors Inc. | 3,391 | $0.50M | 0.2% | N/A | 0.000% | |
3/15/2024 | Cape ANN Savings Bank | 19,434 | $3.05M | 2.0% | -0.6% | 0.001% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 183,908 | $26.95M | 0.7% | +12.6% | 0.008% | |
3/14/2024 | Walden Wealth Partners LLC | 17,611 | $2.58M | 1.6% | N/A | 0.001% | |
|
3/14/2024 | Ables Iannone Moore & Associates Inc. | 3,312 | $0.49M | 0.4% | N/A | 0.000% | |
3/14/2024 | Leo Wealth LLC | 13,369 | $2.06M | 0.2% | N/A | 0.001% | |
3/13/2024 | MONECO Advisors LLC | 13,626 | $2M | 0.4% | +39.6% | 0.001% | |
3/13/2024 | Sivia Capital Partners LLC | 4,077 | $0.60M | 0.3% | N/A | 0.000% | |
3/12/2024 | Spartan Planning & Wealth Management | 5,673 | $0.83M | 0.9% | -16.6% | 0.000% | |
3/12/2024 | Cove Private Wealth LLC | 1,800 | $0.26M | 0.3% | N/A | 0.000% | |
3/11/2024 | Vanguard Group Inc. | 224,935,114 | $32.96B | 0.7% | -0.2% | 9.559% | |
3/11/2024 | Wahed Invest LLC | 40,098 | $5.88M | 1.5% | +8.3% | 0.002% | |
3/11/2024 | Red Mountain Financial LLC | 2,439 | $0.36M | 0.6% | N/A | 0.000% | |
3/8/2024 | Trust Co. of Vermont | 130,675 | $19.15M | 1.3% | -2.8% | 0.006% | |
3/8/2024 | ICA Group Wealth Management LLC | 10,994 | $1.61M | 0.4% | +6.6% | 0.000% | |
3/7/2024 | Brown Shipley& Co Ltd | 55,896 | $8.19M | 4.1% | +12.7% | 0.002% | |
3/7/2024 | Objective Capital Management LLC | 4,897 | $0.72M | 0.5% | +5.8% | 0.000% | |
3/6/2024 | SageView Advisory Group LLC | 23,298 | $3.67M | 0.1% | +29.5% | 0.001% | |
3/6/2024 | Willner & Heller LLC | 6,244 | $0.92M | 1.0% | N/A | 0.000% | |
3/5/2024 | Fisher Asset Management LLC | 10,552,081 | $1.55B | 0.8% | +5.5% | 0.448% | |
3/5/2024 | Greenwood Capital Associates LLC | 2,902 | $0.43M | 0.1% | -8.3% | 0.000% | |
3/5/2024 | Slagle Financial LLC | 81,560 | $11.95M | 1.5% | +98.9% | 0.003% | |
3/5/2024 | Wellington Management Group LLP | 34,309,701 | $5.03B | 0.9% | -3.6% | 1.458% | |
3/5/2024 | CCM Investment Advisers LLC | 61,664 | $9.04M | 1.1% | +0.8% | 0.003% | |
3/4/2024 | Tucker Asset Management LLC | 9,623 | $1.41M | 0.4% | +61.0% | 0.000% | |
3/4/2024 | Congress Asset Management Co. MA | 612,680 | $89.78M | 0.7% | +0.4% | 0.026% | |
3/4/2024 | Richardson Financial Services Inc. | 1,663 | $0.24M | 0.2% | N/A | 0.000% | |
3/4/2024 | Fortis Group Advisors LLC | 7,434 | $1.10M | 0.3% | +2.7% | 0.000% | |
3/4/2024 | Northwest Bank & Trust Co | 4,583 | $0.67M | 0.6% | N/A | 0.000% | |
3/4/2024 | Vima LLC | 242 | $35K | 0.1% | N/A | 0.000% | |
3/1/2024 | Royal London Asset Management Ltd. | 1,558,634 | $228.40M | 0.6% | +1.4% | 0.066% | |
3/1/2024 | Creekmur Asset Management LLC | 4,401 | $0.65M | 0.2% | N/A | 0.000% | |
3/1/2024 | Transcendent Capital Group LLC | 211 | $31K | 0.0% | N/A | 0.000% | |
3/1/2024 | Pineridge Advisors LLC | 1,103 | $0.16M | 0.1% | N/A | 0.000% | |
2/29/2024 | Quintet Private Bank Europe S.A. | 537,468 | $78.76M | 4.9% | +18.3% | 0.023% | |
2/28/2024 | American International Group Inc. | 609,646 | $89.34M | 0.4% | -0.6% | 0.026% | |
2/28/2024 | EP Wealth Advisors LLC | 78,772 | $11.54M | 0.1% | +3.3% | 0.003% | |
2/28/2024 | Abel Hall LLC | 1,562 | $0.23M | 0.2% | N/A | 0.000% | |
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2/27/2024 | Beaird Harris Wealth Management LLC | 2,290 | $0.34M | 0.0% | -7.6% | 0.000% | |
2/27/2024 | ARQ Wealth Advisors LLC | 1,658 | $0.24M | 0.1% | -4.3% | 0.000% | |
2/26/2024 | Syon Capital LLC | 26,178 | $3.84M | 0.3% | +66.3% | 0.001% | |
2/26/2024 | Centaurus Financial Inc. | 11,289 | $1.65M | 0.1% | +15.1% | 0.000% | |
2/26/2024 | Integrated Advisors Network LLC | 24,242 | $3.55M | 0.2% | +0.5% | 0.001% | |
2/26/2024 | Virtu Financial LLC | 9,573 | $1.40M | 0.1% | N/A | 0.000% | |
2/26/2024 | Teachers Retirement System of The State of Kentucky | 319,551 | $46.83M | 0.4% | -3.0% | 0.014% | |
2/26/2024 | Neo Ivy Capital Management | 1,638 | $0.24M | 0.5% | N/A | 0.000% | |
2/23/2024 | TKG Advisors LLC | 1,416 | $0.21M | 0.1% | N/A | 0.000% | |
2/23/2024 | Chicago Partners Investment Group LLC | 28,573 | $4.35M | 0.2% | +1.3% | 0.001% | |
2/23/2024 | Beacon Financial Group | 9,222 | $1.35M | 0.2% | -1.2% | 0.000% | |
2/22/2024 | Kampmann Melissa S. | 28,505 | $4.18M | 3.6% | +2.0% | 0.001% | |
2/22/2024 | Auxier Asset Management | 20,324 | $2.98M | 0.5% | -0.6% | 0.001% | |
2/22/2024 | Proathlete Wealth Management LLC | 4,912 | $0.72M | 0.4% | N/A | 0.000% | |
2/21/2024 | WNY Asset Management LLC | 8,815 | $1.29M | 0.2% | +5.4% | 0.000% | |
2/21/2024 | Chelsea Counsel Co. | 24,648 | $3.61M | 1.9% | -13.9% | 0.001% | |
2/21/2024 | Garde Capital Inc. | 5,679 | $0.83M | 0.1% | +19.2% | 0.000% | |
2/21/2024 | American Trust | 31,412 | $4.60M | 0.3% | -1.7% | 0.001% | |
2/21/2024 | V Square Quantitative Management LLC | 33,486 | $4.91M | 1.2% | +97.2% | 0.001% | |
2/21/2024 | Smith Shellnut Wilson LLC ADV | 7,436 | $1.09M | 0.6% | -9.1% | 0.000% | |
2/21/2024 | Novak & Powell Financial Services Inc. | 11,828 | $1.73M | 1.2% | N/A | 0.001% | |
2/20/2024 | GLOBALT Investments LLC GA | 5,734 | $0.84M | 0.0% | N/A | 0.000% | |
2/20/2024 | Able Wealth Management LLC | 1,053 | $0.15M | 0.1% | N/A | 0.000% | |
2/20/2024 | Birmingham Capital Management Co. Inc. AL | 53,608 | $7.86M | 3.1% | -2.7% | 0.002% | |
2/20/2024 | Sunpointe LLC | 2,536 | $0.37M | 0.5% | N/A | 0.000% | |
2/20/2024 | Voisard Asset Management Group Inc. | 510 | $75K | 0.0% | N/A | 0.000% | |
2/20/2024 | Covenant Partners LLC | 3,820 | $0.56M | 0.2% | -2.2% | 0.000% | |
2/20/2024 | Taylor Financial Group Inc. | 2,614 | $0.38M | 0.3% | N/A | 0.000% | |
2/17/2024 | Madison Wealth Partners Inc | 2,262 | $0.33M | 0.1% | +10.1% | 0.000% | |
2/17/2024 | FIL Ltd | 2,725,766 | $399.43M | 0.4% | +5.3% | 0.116% | |
2/16/2024 | Wesbanco Bank Inc. | 212,292 | $31.11M | 1.8% | -23.2% | 0.009% | |
2/16/2024 | Burford Brothers Inc. | 12,297 | $1.80M | 1.3% | N/A | 0.001% | |
2/16/2024 | Hobbs Group Advisors LLC | 1,606 | $0.24M | 0.1% | N/A | 0.000% | |
2/16/2024 | D L Carlson Investment Group Inc. | 31,488 | $4.94M | 1.0% | -25.1% | 0.001% | |
2/16/2024 | Winslow Asset Management Inc. | 4,797 | $0.70M | 0.1% | +4.4% | 0.000% | |
2/16/2024 | SageView Advisory Group LLC | 23,298 | $3.67M | 0.1% | +29.5% | 0.001% | |
2/16/2024 | Trail Ridge Investment Advisors LLC | 7,769 | $1.14M | 0.7% | -1.5% | 0.000% | |
2/16/2024 | Sanibel Captiva Trust Company Inc. | 192,979 | $28.28M | 1.0% | N/A | 0.008% | |
2/16/2024 | Childress Capital Advisors LLC | 8,615 | $1.26M | 0.4% | -5.3% | 0.000% | |
2/16/2024 | DRW Securities LLC | 9,804 | $1.44M | 0.0% | +124.3% | 0.000% | |
2/16/2024 | Oarsman Capital Inc. | 6,286 | $0.92M | 0.2% | -3.7% | 0.000% | |
2/16/2024 | Harbour Investments Inc. | 182,898 | $26.80M | 1.1% | +5.2% | 0.008% | |
2/16/2024 | Wealthquest Corp | 186,142 | $27.28M | 3.0% | -0.4% | 0.008% | |
2/16/2024 | Aspect Partners LLC | 237 | $35K | 0.0% | N/A | 0.000% | |
2/16/2024 | Studio Investment Management LLC | 42,315 | $6.20M | 1.6% | -1.6% | 0.002% | |
2/16/2024 | PCA Investment Advisory Services Inc. | 23,380 | $3.43M | 2.3% | -8.1% | 0.001% | |
2/16/2024 | GSA Capital Partners LLP | 5,167 | $0.76M | 0.1% | +242.9% | 0.000% | |
2/16/2024 | United Advisor Group LLC | 23,204 | $3.46M | 4.3% | N/A | 0.001% | |
2/16/2024 | Public Employees Retirement System of Ohio | 1,210,011 | $177.32M | 0.7% | 0.0% | 0.051% | |
2/15/2024 | Arkos Global Advisors | 1,375 | $0.20M | 0.0% | -7.1% | 0.000% | |
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2/15/2024 | Mercer Global Advisors Inc. ADV | 497,700 | $72.93M | 0.2% | +20.6% | 0.021% | |
2/15/2024 | Mango Five Family Inc. | 6,414 | $0.94M | 0.4% | N/A | 0.000% | |
2/15/2024 | Faithward Advisors LLC | 7,739 | $1.22M | 0.3% | +6.9% | 0.000% | |
2/15/2024 | Chartwell Investment Partners LLC | 91,659 | $13.43M | 0.5% | -0.9% | 0.004% | |
2/15/2024 | LifePro Asset Management | 2,354 | $0.35M | 0.3% | +12.3% | 0.000% | |
2/15/2024 | AKO Capital LLP | 785,965 | $115.18M | 1.6% | -14.7% | 0.033% | |
2/15/2024 | Venture Visionary Partners LLC | 100,150 | $14.68M | 0.8% | -1.2% | 0.004% | |
2/15/2024 | Morse Asset Management Inc | 6,107 | $0.90M | 0.3% | -5.5% | 0.000% | |
2/15/2024 | Townsquare Capital LLC | 113,379 | $16.62M | 0.3% | -14.6% | 0.005% | |
2/15/2024 | Empire Financial Management Company LLC | 23,774 | $3.48M | 1.4% | +0.4% | 0.001% | |