5/27/2025 | Jacobi Capital Management LLC | 332,960 | $186.25M | 13.7% | -0.1% | 0.031% | |
5/27/2025 | Advisors Capital Management LLC | 20,326 | $11.37M | 0.2% | -50.3% | 0.002% | |
5/27/2025 | Iron Gate Global Advisors LLC | 11,292 | $6.34M | 0.9% | +35.8% | 0.001% | |
5/23/2025 | Strategic Financial Services Inc. | 1,582 | $885K | 0.1% | -2.8% | 0.000% | |
5/23/2025 | Twin Lakes Capital Management LLC | 7,422 | $4.15M | 2.3% | +0.2% | 0.001% | |
5/22/2025 | Rollins Financial Advisors LLC | 5,213 | $2.92M | 0.5% | -14.5% | 0.000% | |
5/22/2025 | BOS Asset Management LLC | 25,133 | $14.06M | 4.8% | +2.2% | 0.002% | |
5/21/2025 | Westbourne Investments Inc. | 2,656 | $1.49M | 0.9% | -2.5% | 0.000% | |
5/21/2025 | Indiana Trust & Investment Management Co | 42,714 | $23.89M | 8.7% | -1.1% | 0.004% | |
5/21/2025 | Beacon Capital Management Inc. | 24,123 | $14.30M | 0.7% | -77.5% | 0.002% | |
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5/21/2025 | McAdam LLC | 6,888 | $3.85M | 0.2% | -31.3% | 0.001% | |
5/21/2025 | Acadian Asset Management LLC | 7,995 | $4.47M | 0.0% | +783.4% | 0.001% | |
5/21/2025 | Geneos Wealth Management Inc. | 130,427 | $72.96M | 2.4% | -18.1% | 0.012% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 520 | $291K | 0.1% | -8.8% | 0.000% | |
5/20/2025 | Blue Rock Wealth Management LLC | 1,747 | $977K | 0.8% | +5.5% | 0.000% | |
5/20/2025 | Tenret Co LLC | 811 | $454K | 0.3% | -25.0% | 0.000% | |
5/20/2025 | Fortis Capital Advisors LLC | 54,094 | $30.26M | 6.1% | -10.6% | 0.005% | |
5/20/2025 | Belpointe Asset Management LLC | 100,246 | $56.09M | 2.9% | +4.3% | 0.009% | |
5/20/2025 | Jupiter Wealth Management LLC | 13,663 | $8.13M | 5.2% | -9.6% | 0.001% | |
5/20/2025 | Flaharty Asset Management LLC | 4,513 | $2.52M | 0.4% | -8.6% | 0.000% | |
5/20/2025 | Strive Asset Management LLC | 492 | $275K | 0.2% | -38.8% | 0.000% | |
5/20/2025 | Integrity Alliance LLC. | 33,504 | $18.74M | 0.7% | +224.5% | 0.003% | |
5/20/2025 | Ransom Advisory Ltd | 3,539 | $1.98M | 1.0% | N/A | 0.000% | |
5/20/2025 | Glenview Trust co | 158,692 | $88.77M | 1.7% | +0.2% | 0.015% | |
5/20/2025 | Aspen Investment Management Inc | 34,348 | $19.22M | 8.9% | +2.0% | 0.003% | |
5/19/2025 | SageView Advisory Group LLC | 10,908 | $6.10M | 0.3% | +0.2% | 0.001% | |
5/19/2025 | Advisory Alpha LLC | 39,547 | $22.12M | 0.8% | +152.6% | 0.004% | |
5/19/2025 | Trinity Financial Advisors LLC | 64,843 | $34.91M | 12.6% | -0.3% | 0.006% | |
5/19/2025 | Bayforest Capital Ltd | 199 | $111K | 0.0% | N/A | 0.000% | |
5/19/2025 | Client 1ST Advisory Group LLC | 1,214 | $679K | 0.3% | +133.5% | 0.000% | |
5/19/2025 | Alaethes Wealth LLC | 2,951 | $1.66M | 0.6% | -43.3% | 0.000% | |
5/19/2025 | SCS Capital Management LLC | 692,477 | $388.16M | 4.9% | +177.4% | 0.065% | |
5/19/2025 | Smith Asset Management Co. LLC | 4,906 | $2.74M | 2.6% | N/A | 0.000% | |
5/19/2025 | Legacy Advisory Services LLC | 936 | $524K | 0.4% | N/A | 0.000% | |
5/16/2025 | Windsor Advisory Group LLC | 1,542 | $863K | 1.1% | +17.9% | 0.000% | |
5/16/2025 | Woodline Partners LP | 12,790 | $7.16M | 0.0% | N/A | 0.001% | |
5/16/2025 | Zurich Insurance Group Ltd FI | 21,039 | $12.40M | 0.1% | -0.9% | 0.002% | |
5/16/2025 | Prostatis Group LLC | 42,516 | $23.78M | 7.5% | +53.5% | 0.004% | |
5/16/2025 | American Trust | 3,396 | $1.90M | 0.5% | -72.3% | 0.000% | |
5/16/2025 | McIlrath & Eck LLC | 4,571 | $2.56M | 0.3% | -14.0% | 0.000% | |
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5/16/2025 | Empowered Funds LLC | 16,101 | $9.01M | 0.1% | N/A | 0.002% | |
5/16/2025 | Logan Capital Management Inc. | 3,694 | $2.07M | 0.1% | -54.1% | 0.000% | |
5/16/2025 | AAF Wealth Management LLC | 1,461 | $817K | 0.4% | -6.4% | 0.000% | |
5/16/2025 | Northeast Financial Consultants Inc | 167,098 | $93.47M | 4.1% | -4.4% | 0.016% | |
5/16/2025 | Peloton Wealth Strategists | 738 | $413K | 0.2% | -3.7% | 0.000% | |
5/16/2025 | Ascent Group LLC | 17,976 | $10.06M | 0.4% | +445.4% | 0.002% | |
5/16/2025 | Visualize Group LP | 11,750 | $6.57M | 2.2% | -21.7% | 0.001% | |
5/16/2025 | Coppell Advisory Solutions LLC | 15,234 | $8.45M | 0.7% | -25.6% | 0.001% | |
5/16/2025 | Arete Wealth Advisors LLC | 28,401 | $15.89M | 1.1% | -5.7% | 0.003% | |
5/16/2025 | Great Lakes Advisors LLC | 22,960 | $12.84M | 0.1% | -21.8% | 0.002% | |
5/16/2025 | Bell Investment Advisors Inc | 2,176 | $1.22M | 0.2% | -10.4% | 0.000% | |
5/16/2025 | Strait & Sound Wealth Management LLC | 5,830 | $3.26M | 1.5% | +12.4% | 0.001% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 29,670 | $16.60M | 0.4% | +1.7% | 0.003% | |
5/16/2025 | CTC Alternative Strategies Ltd. | 1,652 | $924K | 1.1% | -76.9% | 0.000% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 46,849 | $26.28M | 1.0% | +23.9% | 0.004% | |
5/16/2025 | Resources Management Corp CT ADV | 2,547 | $1.43M | 0.2% | -1.5% | 0.000% | |
5/16/2025 | Cape Investment Advisory Inc. | 5,915 | $3.31M | 1.3% | -2.0% | 0.001% | |
5/16/2025 | Jones Financial Companies Lllp | 458,372 | $255.79M | 0.2% | -24.5% | 0.043% | |
5/16/2025 | CKW Financial Group | 1,796 | $1.01M | 0.1% | +132.9% | 0.000% | |
5/16/2025 | Front Street Capital Management Inc. | 1,405 | $786K | 0.1% | -30.4% | 0.000% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 9,115 | $5.10M | 3.9% | N/A | 0.001% | |
5/16/2025 | Talon Private Wealth LLC | 2,527 | $1.45M | 0.2% | +40.3% | 0.000% | |
5/16/2025 | Tolleson Wealth Management Inc. | 28,839 | $16.18M | 3.1% | -2.2% | 0.003% | |
5/16/2025 | Trustees of Columbia University in the City of New York | 1,109,343 | $620.56M | 98.3% | +3.5% | 0.105% | |
5/16/2025 | Scientech Research LLC | 3,656 | $2.05M | 0.5% | N/A | 0.000% | |
5/16/2025 | Sepio Capital LP | 30,313 | $16.96M | 1.3% | -1.4% | 0.003% | |
5/16/2025 | Raab & Moskowitz Asset Management LLC | 5,740 | $3.21M | 0.8% | -0.9% | 0.001% | |
5/16/2025 | Rise Advisors LLC | 1,722 | $963K | 0.4% | +33.5% | 0.000% | |
5/16/2025 | Royal Capital Wealth Management LLC | 31,471 | $17.61M | 12.3% | +0.4% | 0.003% | |
5/16/2025 | Pacific Center for Financial Services | 4,848 | $2.71M | 0.7% | -79.4% | 0.000% | |
5/16/2025 | Passaic Partners LLC | 491,006 | $274.66M | 41.6% | +3.3% | 0.046% | |
5/16/2025 | Permanens Capital L.P. | 3,938 | $2.21M | 0.4% | -5.6% | 0.000% | |
5/16/2025 | Petrus Trust Company LTA | 201,540 | $112.74M | 10.5% | +36.0% | 0.019% | |
5/16/2025 | Pinnacle Family Advisors LLC | 26,143 | $14.62M | 8.0% | -21.1% | 0.002% | |
5/16/2025 | Plancorp LLC | 17,644 | $9.87M | 0.4% | +178.8% | 0.002% | |
5/16/2025 | Plotkin Financial Advisors LLC | 8,677 | $4.85M | 3.0% | +5.9% | 0.001% | |
5/16/2025 | New England Asset Management Inc. | 127,424 | $71.28M | 11.6% | -7.2% | 0.012% | |
5/16/2025 | Naman Capital Ltda | 68,191 | $38.15M | 15.0% | +39.6% | 0.006% | |
5/16/2025 | National Wealth Management Group LLC | 777 | $435K | 0.3% | +18.6% | 0.000% | |
5/16/2025 | Nearwater Capital Markets Ltd | 500,000 | $279.70M | 8.0% | N/A | 0.047% | |
5/16/2025 | NewEdge Advisors LLC | 816,849 | $456.94M | 2.7% | +24.0% | 0.077% | |
5/16/2025 | Integrated Wealth Concepts LLC | 203,537 | $113.86M | 1.3% | +7.0% | 0.019% | |
5/16/2025 | Investmark Advisory Group LLC | 6,444 | $3.61M | 1.8% | +2.5% | 0.001% | |
5/16/2025 | Kettle Hill Capital Management LLC | 24,568 | $13.74M | 3.8% | N/A | 0.002% | |
5/16/2025 | Gotham Asset Management LLC | 3,296,351 | $1.84B | 15.4% | +38.3% | 0.311% | |
5/16/2025 | Hall Laurie J Trustee | 2,907 | $1.63M | 0.6% | -32.6% | 0.000% | |
5/16/2025 | Hancock Whitney Corp | 34,872 | $19.51M | 0.6% | -7.6% | 0.003% | |
5/16/2025 | Edmond DE Rothschild Holding S.A. | 99,985 | $55.93M | 1.0% | -15.3% | 0.009% | |
5/16/2025 | Euclidean Capital LLC | 4,104 | $2.30M | 0.9% | -99.5% | 0.000% | |
5/16/2025 | Clark Capital Management Group Inc. | 3,759 | $2.10M | 0.0% | -41.5% | 0.000% | |
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5/16/2025 | Clifford Group LLC | 676 | $378K | 0.4% | -15.4% | 0.000% | |
5/16/2025 | Concentric Capital Strategies LP | 695,700 | $389.17M | 36.5% | +59.9% | 0.066% | |
5/16/2025 | Concorde Asset Management LLC | 1,084 | $597K | 0.3% | -92.7% | 0.000% | |
5/16/2025 | Curi RMB Capital LLC | 94,659 | $53.06M | 1.3% | -25.2% | 0.009% | |
5/16/2025 | Brandywine Trust Co. | 146,207 | $81.79M | 12.7% | +1.7% | 0.014% | |
5/16/2025 | Beaird Harris Wealth Management LLC | 5,384 | $3.01M | 0.3% | +9.0% | 0.001% | |
5/16/2025 | Banque Transatlantique SA | 20,485 | $10.59M | 0.2% | +1,730.7% | 0.002% | |
5/16/2025 | Alliancebernstein L.P. | 952,093 | $532.59M | 0.2% | -0.2% | 0.090% | |
5/16/2025 | AQR Capital Management LLC | 326,785 | $182.80M | 0.2% | +238.4% | 0.031% | |
5/16/2025 | Ardsley Advisory Partners LP | 4,000 | $2.23M | 0.4% | N/A | 0.000% | |