5/4/2024 | Valley Wealth Managers Inc. | 757,691 | $15.40M | 1.2% | +4.4% | 0.241% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 2,500 | $51K | 0.0% | -44.4% | 0.001% | |
5/2/2024 | Jennison Associates LLC | 14,861 | $302K | 0.0% | -7.2% | 0.005% | |
5/2/2024 | Mutual of America Capital Management LLC | 319,846 | $6.50M | 0.1% | +1.7% | 0.102% | |
5/2/2024 | Fidelis Capital Partners LLC | 73,674 | $1.50M | 0.3% | N/A | 0.023% | |
5/2/2024 | LDR Capital Management LLC | 144,679 | $2.94M | 2.0% | +31.7% | 0.046% | |
|
5/2/2024 | Fortem Financial Group LLC | 25,759 | $524K | 0.2% | +9.4% | 0.008% | |
5/1/2024 | Janney Montgomery Scott LLC | 112,035 | $2.28M | 0.0% | +1.7% | 0.036% | |
5/1/2024 | BNP Paribas Financial Markets | 168,284 | $3.42M | 0.0% | +12.7% | 0.054% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 884,126 | $17.97M | 0.0% | +6.1% | 0.282% | |
5/1/2024 | Retirement Group LLC | 2,516 | $51K | 0.0% | +33.5% | 0.001% | |
5/1/2024 | Diversify Advisory Services LLC | 42,563 | $851K | 0.1% | N/A | 0.014% | |
4/30/2024 | Private Advisor Group LLC | 61,052 | $1.24M | 0.0% | +27.1% | 0.019% | |
4/30/2024 | Retirement Systems of Alabama | 373,665 | $7.60M | 0.0% | +0.3% | 0.119% | |
4/30/2024 | Van ECK Associates Corp | 1,250,425 | $25.42M | 0.0% | +9.5% | 0.398% | |
4/30/2024 | Woodward Diversified Capital LLC | 49,813 | $1.01M | 0.6% | +19.1% | 0.016% | |
4/30/2024 | WealthBridge Capital Management LLC | 36,513 | $742K | 0.2% | +14.4% | 0.012% | |
4/30/2024 | SkyOak Wealth LLC | 125,757 | $2.56M | 0.6% | -3.3% | 0.040% | |
4/30/2024 | Allspring Global Investments Holdings LLC | 1,283 | $26K | 0.0% | N/A | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 210,892 | $4.29M | 0.0% | -11.1% | 0.067% | |
4/29/2024 | Principal Financial Group Inc. | 1,120,227 | $22.77M | 0.0% | +2.6% | 0.357% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 68,429 | $1.39M | 0.0% | +8.6% | 0.022% | |
4/26/2024 | Securian Asset Management Inc. | 24,470 | $497K | 0.0% | -2.4% | 0.008% | |
4/26/2024 | Yousif Capital Management LLC | 148,328 | $3.02M | 0.0% | -2.1% | 0.047% | |
4/26/2024 | SlateStone Wealth LLC | 62,379 | $1.27M | 0.1% | +2.8% | 0.020% | |
4/25/2024 | Adell Harriman & Carpenter Inc. | 357,564 | $7.27M | 0.6% | -12.7% | 0.114% | |
4/25/2024 | Carmel Capital Partners LLC | 115,527 | $2.35M | 1.0% | +15.7% | 0.037% | |
4/25/2024 | HTLF Bank | 35,172 | $715K | 0.1% | -3.6% | 0.011% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 95,757 | $1.95M | 0.0% | +0.8% | 0.031% | |
4/24/2024 | Activest Wealth Management | 5,391 | $110K | 0.1% | +3,167.3% | 0.002% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 14,212 | $289K | 0.1% | +5.3% | 0.005% | |
4/24/2024 | Simplicity Wealth LLC | 141,496 | $2.88M | 0.1% | N/A | 0.045% | |
4/23/2024 | Global Retirement Partners LLC | 34,220 | $696K | 0.0% | +3.7% | 0.011% | |
4/23/2024 | Louisiana State Employees Retirement System | 85,600 | $1.74M | 0.0% | +2.4% | 0.027% | |
4/23/2024 | Amalgamated Bank | 192,415 | $3.91M | 0.0% | -6.2% | 0.061% | |
4/23/2024 | Summit Trail Advisors LLC | 24,486 | $510K | 0.0% | +47.4% | 0.008% | |
4/23/2024 | Herbst Group LLC | 51,140 | $1.04M | 0.6% | -8.4% | 0.016% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,386,747 | $28.19M | 0.0% | +4.9% | 0.442% | |
4/22/2024 | PFG Investments LLC | 20,353 | $414K | 0.0% | N/A | 0.006% | |
4/22/2024 | Raymond James & Associates | 1,172,403 | $23.84M | 0.0% | -6.2% | 0.374% | |
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4/19/2024 | Insight Folios Inc | 333,330 | $6.78M | 2.7% | +2.1% | 0.106% | |
4/19/2024 | Kovack Advisors Inc. | 42,040 | $855K | 0.1% | +62.1% | 0.013% | |
4/19/2024 | Lake Street Private Wealth LLC | 133,100 | $2.71M | 0.4% | +0.9% | 0.042% | |
4/18/2024 | State of Michigan Retirement System | 73,100 | $1.49M | 0.0% | +2.4% | 0.023% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 1,283 | $26K | 0.0% | N/A | 0.000% | |
4/18/2024 | Aviance Capital Partners LLC | 87,200 | $1.77M | 0.3% | N/A | 0.028% | |
4/18/2024 | SteelPeak Wealth LLC | 17,750 | $369K | 0.0% | N/A | 0.006% | |
4/18/2024 | Seneca House Advisors | 378,192 | $7.69M | 3.3% | +0.6% | 0.120% | |
4/17/2024 | Red Door Wealth Management LLC | 20,509 | $417K | 0.1% | -24.0% | 0.007% | |
4/17/2024 | Cornerstone Wealth Group LLC | 10,160 | $207K | 0.0% | N/A | 0.003% | |
4/17/2024 | Baker Ellis Asset Management LLC | 32,510 | $661K | 0.1% | -3.0% | 0.010% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 34,255 | $696K | 0.0% | +96.6% | 0.011% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 284,087 | $5.78M | 0.0% | -3.6% | 0.091% | |
4/15/2024 | Future Financial Wealth Managment LLC | 2,150 | $44K | 0.0% | N/A | 0.001% | |
4/15/2024 | Sunbelt Securities Inc. | 56,560 | $1.15M | 0.1% | -0.9% | 0.018% | |
4/13/2024 | Hoxton Planning & Management LLC | 10,778 | $219K | 0.1% | N/A | 0.003% | |
4/11/2024 | Salem Investment Counselors Inc. | 1,800 | $37K | 0.0% | +80.0% | 0.001% | |
4/11/2024 | International Assets Investment Management LLC | 14,275 | $286K | 0.0% | +11.0% | 0.005% | |
4/11/2024 | RFG Advisory LLC | 121,621 | $2.47M | 0.1% | +2.2% | 0.039% | |
4/10/2024 | Red Spruce Capital LLC | 32,157 | $654K | 0.3% | +13.7% | 0.010% | |
4/10/2024 | KMG Fiduciary Partners LLC | 271,243 | $5.51M | 0.6% | +41.9% | 0.086% | |
4/10/2024 | Walker Asset Management LLC | 10,143 | $206K | 0.1% | N/A | 0.003% | |
4/9/2024 | Alaska Permanent Fund Corp | 126,634 | $2.57M | 0.0% | +3.3% | 0.040% | |
4/3/2024 | Arden Trust Co | 139,834 | $2.84M | 0.4% | +22.2% | 0.045% | |
3/29/2024 | Kapitalo Investimentos Ltda | 2,341 | $49K | 0.0% | N/A | 0.001% | |
3/28/2024 | Newbridge Financial Services Group Inc. | 13,498 | $284K | 0.1% | -4.1% | 0.004% | |
3/25/2024 | Quadrature Capital Ltd | 11,366 | $239K | 0.0% | N/A | 0.004% | |
3/22/2024 | PNC Financial Services Group Inc. | 17,591 | $370K | 0.0% | -73.1% | 0.006% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 147,238 | $3.17M | 0.1% | +3.5% | 0.047% | |
3/14/2024 | Leo Wealth LLC | 25,995 | $546K | 0.1% | N/A | 0.008% | |
3/11/2024 | Vanguard Group Inc. | 28,852,499 | $606.48M | 0.0% | +0.3% | 9.207% | |
3/8/2024 | ICA Group Wealth Management LLC | 1,355 | $28K | 0.0% | N/A | 0.000% | |
3/5/2024 | Wellington Management Group LLP | 66,262 | $1.39M | 0.0% | -11.1% | 0.021% | |
2/28/2024 | American International Group Inc. | 401,918 | $8.45M | 0.0% | -4.0% | 0.128% | |
2/26/2024 | Centaurus Financial Inc. | 39,842 | $837K | 0.1% | +4.0% | 0.013% | |
2/26/2024 | Virtu Financial LLC | 38,636 | $812K | 0.1% | N/A | 0.012% | |
2/26/2024 | Teachers Retirement System of The State of Kentucky | 99,620 | $2.09M | 0.0% | -4.5% | 0.032% | |
2/26/2024 | Neo Ivy Capital Management | 1,896 | $40K | 0.1% | -85.6% | 0.001% | |
2/16/2024 | Spouting Rock Asset Management LLC | 27,425 | $576K | 0.2% | N/A | 0.009% | |
2/16/2024 | Childress Capital Advisors LLC | 32,715 | $688K | 0.2% | -41.3% | 0.010% | |
2/15/2024 | Palogic Value Management L.P. | 30,623 | $644K | 0.3% | +4.9% | 0.010% | |
2/15/2024 | HST Ventures LLC | 75,924 | $1.60M | 0.6% | N/A | 0.024% | |
2/15/2024 | Clear Street Markets LLC | 6,300 | $132K | 0.0% | +200.0% | 0.002% | |
2/14/2024 | Avenir Corp | 71,123 | $1.50M | 0.1% | -0.8% | 0.023% | |
2/14/2024 | LM Advisors LLC | 10,292 | $216K | 0.0% | N/A | 0.003% | |
2/14/2024 | PenderFund Capital Management Ltd. | 16,700 | $351K | 0.0% | -46.8% | 0.005% | |
2/14/2024 | Icon Wealth Advisors LLC | 33,100 | $696K | 0.1% | N/A | 0.011% | |
2/14/2024 | MGO One Seven LLC | 437,819 | $9.20M | 0.5% | +836.9% | 0.140% | |
2/14/2024 | Woodward Diversified Capital LLC | 41,813 | $879K | 0.6% | -13.7% | 0.013% | |
2/14/2024 | Core Wealth Advisors Inc. | 1,500 | $32K | 0.0% | N/A | 0.000% | |
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2/14/2024 | Connectus Wealth LLC | 532,090 | $11.19M | 0.2% | -2.8% | 0.170% | |
2/14/2024 | Waterfront Capital Partners LLC | 761,051 | $16.00M | 1.3% | N/A | 0.243% | |
2/14/2024 | Waterloo Capital L.P. | 98,637 | $2.07M | 0.3% | N/A | 0.031% | |
2/14/2024 | Wealth Quarterback LLC | 12,551 | $264K | 0.2% | N/A | 0.004% | |
2/13/2024 | American International Group Inc. | 401,918 | $8.45M | 0.0% | -4.0% | 0.128% | |
2/13/2024 | Cibc World Markets Corp | 99,459 | $2.09M | 0.0% | N/A | 0.032% | |
2/13/2024 | 1832 Asset Management L.P. | 163,058 | $3.43M | 0.0% | -84.3% | 0.052% | |
2/13/2024 | Premier Fund Managers Ltd | 435,000 | $9.28M | 0.4% | N/A | 0.139% | |
2/13/2024 | Bridgecreek Investment Management LLC | 244,300 | $5.14M | 1.0% | -7.3% | 0.078% | |
2/13/2024 | KBC Group NV | 86,783 | $1.82M | 0.0% | +7.7% | 0.028% | |