7/25/2025 | CWM LLC | 6,936 | $1.17M | 0.0% | +13.0% | 0.002% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 45,582 | $7.69M | 0.1% | +26.0% | 0.015% | |
7/25/2025 | Concurrent Investment Advisors LLC | 2,339 | $395K | 0.0% | +15.2% | 0.001% | |
7/25/2025 | Johnson Investment Counsel Inc. | 3,147 | $531K | 0.0% | -2.4% | 0.001% | |
7/25/2025 | Matrix Asset Advisors Inc. NY | 77,962 | $13.15M | 1.3% | -12.4% | 0.026% | |
7/25/2025 | Apollon Wealth Management LLC | 7,732 | $1.30M | 0.0% | +46.2% | 0.003% | |
7/25/2025 | Fifth Third Wealth Advisors LLC | 4,240 | $715K | 0.0% | -10.2% | 0.001% | |
7/25/2025 | Natural Investments LLC | 5,708 | $962K | 0.2% | +11.4% | 0.002% | |
7/25/2025 | Richardson Financial Services Inc. | 195 | $33K | 0.0% | N/A | 0.000% | |
7/24/2025 | Conning Inc. | 1,816 | $306K | 0.0% | -7.5% | 0.001% | |
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7/24/2025 | Aberdeen Group plc | 278,769 | $46.92M | 0.1% | +4.6% | 0.094% | |
7/24/2025 | Blue Trust Inc. | 2,050 | $346K | 0.0% | +87.9% | 0.001% | |
7/24/2025 | Fourpath Capital Management LLC | 3,229 | $545K | 0.1% | -1.6% | 0.001% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 3,966 | $669K | 0.0% | -21.3% | 0.001% | |
7/24/2025 | Cascade Investment Group Inc. | 1,275 | $215K | 0.2% | N/A | 0.000% | |
7/24/2025 | 3Chopt Investment Partners LLC | 1,856 | $313K | 0.1% | +5.3% | 0.001% | |
7/24/2025 | Commerzbank Aktiengesellschaft FI | 3,565 | $566K | 0.0% | +136.6% | 0.001% | |
7/24/2025 | IFP Advisors Inc | 1,072 | $181K | 0.0% | -22.1% | 0.000% | |
7/24/2025 | Callan Family Office LLC | 32,476 | $5.48M | 0.2% | +225.1% | 0.011% | |
7/24/2025 | Blair William & Co. IL | 52,368 | $8.83M | 0.0% | +3.8% | 0.018% | |
7/24/2025 | US Bancorp DE | 95,886 | $16.17M | 0.0% | +3.8% | 0.032% | |
7/23/2025 | Vontobel Holding Ltd. | 36,650 | $6.18M | 0.0% | -0.4% | 0.012% | |
7/23/2025 | Optas LLC | 2,066 | $348K | 0.1% | +8.1% | 0.001% | |
7/23/2025 | Nelson Capital Management LLC | 15,464 | $2.61M | 0.3% | +0.4% | 0.005% | |
7/23/2025 | Secured Retirement Advisors LLC | 4,467 | $753K | 0.4% | -1.3% | 0.002% | |
7/23/2025 | NBT Bank N A NY | 3,458 | $583K | 0.0% | -22.6% | 0.001% | |
7/23/2025 | Louisiana State Employees Retirement System | 15,600 | $2.63M | 0.0% | -2.5% | 0.005% | |
7/23/2025 | Sax Wealth Advisors LLC | 1,925 | $325K | 0.0% | +12.2% | 0.001% | |
7/23/2025 | Venturi Wealth Management LLC | 13,840 | $2.33M | 0.1% | -2.5% | 0.005% | |
7/23/2025 | KLP Kapitalforvaltning AS | 110,533 | $18.69M | 0.1% | +3.5% | 0.037% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 2,333 | $394K | 0.0% | -25.7% | 0.001% | |
7/22/2025 | Appleton Partners Inc. MA | 16,215 | $2.74M | 0.2% | +0.8% | 0.005% | |
7/22/2025 | PUREfi Wealth LLC | 1,585 | $267K | 0.2% | N/A | 0.001% | |
7/22/2025 | Valeo Financial Advisors LLC | 1,775,598 | $299.49M | 0.9% | +39,846.0% | 0.599% | |
7/22/2025 | DAVENPORT & Co LLC | 604,885 | $101.71M | 0.6% | -1.6% | 0.204% | |
7/22/2025 | Keudell Morrison Wealth Management | 1,210 | $204K | 0.0% | N/A | 0.000% | |
7/22/2025 | OLD National Bancorp IN | 3,512 | $592K | 0.0% | +48.8% | 0.001% | |
7/22/2025 | Berger Financial Group Inc | 37,849 | $6.38M | 0.4% | +1.0% | 0.013% | |
7/22/2025 | Boston Common Asset Management LLC | 29,783 | $5.02M | 0.1% | N/A | 0.010% | |
7/21/2025 | 111 Capital | 9,124 | $1.54M | 0.3% | +435.1% | 0.003% | |
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7/21/2025 | QRG Capital Management Inc. | 107,494 | $18.13M | 0.2% | -4.6% | 0.036% | |
7/21/2025 | Ascent Group LLC | 2,027 | $342K | 0.0% | -21.3% | 0.001% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 2,430 | $410K | 0.0% | +4.2% | 0.001% | |
7/21/2025 | Hilltop National Bank | 414 | $70K | 0.0% | N/A | 0.000% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 42,418 | $7.08M | 0.0% | +11.3% | 0.014% | |
7/21/2025 | J. Safra Sarasin Holding AG | 5,782 | $975K | 0.0% | -41.6% | 0.002% | |
7/21/2025 | First National Bank & Trust Co. of Newtown | 6,373 | $1.08M | 0.2% | -1.5% | 0.002% | |
7/21/2025 | Kennebec Savings Bank | 4,152 | $700K | 0.7% | +5.8% | 0.001% | |
7/21/2025 | ASR Vermogensbeheer N.V. | 1,246 | $210K | 0.0% | -88.0% | 0.000% | |
7/18/2025 | Naples Global Advisors LLC | 17,319 | $2.92M | 0.3% | +11.3% | 0.006% | |
7/18/2025 | Robeco Institutional Asset Management B.V. | 85,562 | $14.43M | 0.0% | -38.8% | 0.029% | |
7/18/2025 | Trilogy Capital Inc. | 1,432 | $242K | 0.0% | N/A | 0.000% | |
7/18/2025 | Ninety One North America Inc. | 103,777 | $17.50M | 0.9% | +2.6% | 0.035% | |
7/18/2025 | Ninety One UK Ltd | 709,747 | $119.71M | 0.3% | -7.1% | 0.239% | |
7/18/2025 | Pacific Point Advisors LLC | 1,300 | $219K | 0.1% | N/A | 0.000% | |
7/18/2025 | Impact Capital Partners LLC | 4,811 | $811K | 0.3% | -4.7% | 0.002% | |
7/18/2025 | PFG Investments LLC | 1,622 | $274K | 0.0% | N/A | 0.001% | |
7/18/2025 | LBP AM SA | 35,150 | $5.93M | 0.1% | +22.5% | 0.012% | |
7/18/2025 | Institute for Wealth Management LLC. | 1,409 | $238K | 0.0% | N/A | 0.000% | |
7/18/2025 | Truist Financial Corp | 116,513 | $19.65M | 0.0% | -1.4% | 0.039% | |
7/17/2025 | Chicago Capital LLC | 4,595 | $775K | 0.0% | -4.2% | 0.002% | |
7/17/2025 | Paradiem LLC | 99,888 | $16.85M | 4.3% | +3.1% | 0.034% | |
7/17/2025 | Greenleaf Trust | 9,921 | $1.67M | 0.0% | -1.5% | 0.003% | |
7/17/2025 | Campbell Newman Asset Management Inc. | 138,071 | $23.29M | 1.9% | -45.2% | 0.047% | |
7/17/2025 | Tealwood Asset Management Inc. | 16,536 | $2.79M | 1.2% | N/A | 0.006% | |
7/17/2025 | Asio Capital LLC | 26,786 | $4.52M | 0.8% | +3.8% | 0.009% | |
7/17/2025 | HB Wealth Management LLC | 12,547 | $2.12M | 0.0% | -5.3% | 0.004% | |
7/17/2025 | Janney Montgomery Scott LLC | 179,242 | $30.23M | 0.1% | +11.2% | 0.060% | |
7/17/2025 | GC Wealth Management RIA LLC | 10,758 | $1.82M | 0.1% | +305.8% | 0.004% | |
7/17/2025 | V Square Quantitative Management LLC | 11,006 | $1.86M | 0.2% | +6.8% | 0.004% | |
7/17/2025 | Guyasuta Investment Advisors Inc. | 293,860 | $49.57M | 3.0% | +0.2% | 0.099% | |
7/17/2025 | Avior Wealth Management LLC | 5,362 | $904K | 0.0% | +7,452.1% | 0.002% | |
7/16/2025 | Signaturefd LLC | 7,720 | $1.30M | 0.0% | +5.7% | 0.003% | |
7/16/2025 | State of Alaska Department of Revenue | 33,314 | $5.62M | 0.1% | -4.7% | 0.011% | |
7/16/2025 | Patron Partners LLC | 1,882 | $317K | 0.2% | +18.5% | 0.001% | |
7/16/2025 | Congress Asset Management Co. | 93,910 | $15.84M | 0.1% | -0.6% | 0.032% | |
7/16/2025 | Meyer Handelman Co. | 101,370 | $17.10M | 0.6% | -0.2% | 0.034% | |
7/16/2025 | Banque Pictet & Cie SA | 25,370 | $4.28M | 0.0% | -10.8% | 0.009% | |
7/16/2025 | Dakota Wealth Management | 7,490 | $1.26M | 0.0% | -49.5% | 0.003% | |
7/16/2025 | Perigon Wealth Management LLC | 1,513 | $255K | 0.0% | N/A | 0.001% | |
7/15/2025 | Mather Group LLC. | 4,838 | $816K | 0.0% | -3.4% | 0.002% | |
7/15/2025 | Ballentine Partners LLC | 4,324 | $729K | 0.0% | -13.1% | 0.001% | |
7/15/2025 | Fifth Third Bancorp | 43,942 | $7.41M | 0.0% | +1.7% | 0.015% | |
7/15/2025 | Compagnie Lombard Odier SCmA | 545 | $92K | 0.0% | -26.4% | 0.000% | |
7/14/2025 | Oliver Luxxe Assets LLC | 28,807 | $4.86M | 0.9% | N/A | 0.010% | |
7/14/2025 | Seed Wealth Management Inc. | 1,683 | $284K | 0.2% | -10.6% | 0.001% | |
7/14/2025 | Salvus Wealth Management LLC | 4,413 | $744K | 0.4% | -1.8% | 0.001% | |
7/14/2025 | Armstrong Advisory Group Inc. | 556 | $94K | 0.0% | +150.5% | 0.000% | |
7/14/2025 | GAMMA Investing LLC | 5,158 | $870K | 0.1% | +3.6% | 0.002% | |
7/14/2025 | Farmers & Merchants Investments Inc. | 3,329 | $562K | 0.0% | +10.0% | 0.001% | |
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7/14/2025 | Park Avenue Securities LLC | 17,043 | $2.88M | 0.0% | +109.3% | 0.006% | |
7/14/2025 | Sowell Financial Services LLC | 1,272 | $215K | 0.0% | N/A | 0.000% | |
7/11/2025 | Farther Finance Advisors LLC | 2,349 | $396K | 0.0% | +15.0% | 0.001% | |
7/11/2025 | Wedge Capital Management L L P NC | 361,772 | $61.02M | 1.1% | N/A | 0.122% | |
7/11/2025 | Vantage Wealth | 120,145 | $20.27M | 4.6% | +24.6% | 0.041% | |
7/11/2025 | CX Institutional | 3,478 | $587K | 0.0% | +6.4% | 0.001% | |
7/11/2025 | UMB Bank n.a. | 233 | $39K | 0.0% | -62.7% | 0.000% | |
7/11/2025 | BDF Gestion | 9,790 | $1.65M | 0.2% | -9.8% | 0.003% | |
7/11/2025 | SeaCrest Wealth Management LLC | 3,026 | $510K | 0.1% | -3.2% | 0.001% | |
7/11/2025 | Assenagon Asset Management S.A. | 24,374 | $4.11M | 0.0% | -2.0% | 0.008% | |