4/16/2024 | Hennessy Advisors Inc. | 79,900 | $5.50M | 0.2% | -4.7% | 0.003% | |
4/16/2024 | 180 Wealth Advisors LLC | 5,478 | $377K | 0.1% | +5.0% | 0.000% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 26,902 | $1.85M | 0.0% | -8.6% | 0.001% | |
4/16/2024 | Procyon Advisors LLC | 17,184 | $1.18M | 0.1% | +27.3% | 0.001% | |
4/16/2024 | Cardinal Capital Management | 43,525 | $3.03M | 0.5% | +6.7% | 0.002% | |
4/15/2024 | Janiczek Wealth Management LLC | 2,369 | $163K | 0.0% | -7.5% | 0.000% | |
|
4/15/2024 | Signet Financial Management LLC | 44,475 | $3.06M | 0.4% | +1.3% | 0.002% | |
4/15/2024 | DGS Capital Management LLC | 3,186 | $219K | 0.1% | -6.7% | 0.000% | |
4/15/2024 | Sunbelt Securities Inc. | 453 | $31K | 0.0% | -27.9% | 0.000% | |
4/15/2024 | Atlas Capital Advisors LLC | 665 | $46K | 0.0% | N/A | 0.000% | |
4/15/2024 | Matthews International Capital Management LLC | 20,386 | $1.40M | 0.3% | -36.6% | 0.001% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 3,607 | $248K | 0.0% | -22.7% | 0.000% | |
4/13/2024 | Columbus Macro LLC | 26,538 | $1.83M | 0.7% | -6.6% | 0.001% | |
4/13/2024 | Priebe Wealth Holdings LLC | 3,482 | $240K | 0.2% | -18.0% | 0.000% | |
4/12/2024 | Gilman Hill Asset Management LLC | 64,010 | $4.41M | 0.8% | +2.7% | 0.003% | |
4/12/2024 | Riverview Trust Co | 1,750 | $120K | 0.1% | N/A | 0.000% | |
4/12/2024 | Annex Advisory Services LLC | 49,778 | $3.43M | 0.1% | -4.0% | 0.002% | |
4/12/2024 | Miller Howard Investments Inc. NY | 841,665 | $57.93M | 1.9% | -1.2% | 0.036% | |
4/12/2024 | Global Assets Advisory LLC | 320,805 | $22.08M | 0.1% | N/A | 0.014% | |
4/12/2024 | AdvisorNet Financial Inc | 5,215 | $359K | 0.0% | +44.5% | 0.000% | |
4/11/2024 | Ballentine Partners LLC | 12,173 | $838K | 0.0% | +30.5% | 0.001% | |
4/11/2024 | Opal Wealth Advisors LLC | 1,098 | $76K | 0.0% | N/A | 0.000% | |
4/11/2024 | Salem Investment Counselors Inc. | 122,411 | $8.52M | 0.3% | -0.3% | 0.005% | |
4/11/2024 | International Assets Investment Management LLC | 7,539 | $526K | 0.0% | -98.5% | 0.000% | |
4/11/2024 | &PARTNERS | 5,167 | $363K | 0.1% | N/A | 0.000% | |
4/11/2024 | 17 Capital Partners LLC | 19,782 | $1.36M | 1.0% | N/A | 0.001% | |
4/11/2024 | RFG Advisory LLC | 6,896 | $475K | 0.0% | -12.8% | 0.000% | |
4/11/2024 | Allied Investment Advisors LLC | 150,777 | $10.38M | 2.5% | +2.5% | 0.006% | |
4/11/2024 | Private Capital Management LLC | 10,264 | $692K | 0.1% | +13.2% | 0.000% | |
4/11/2024 | BTC Capital Management Inc. | 33,846 | $2.33M | 0.2% | N/A | 0.001% | |
4/10/2024 | Buckingham Capital Management Inc. | 33,518 | $2.31M | 0.3% | -16.6% | 0.001% | |
4/10/2024 | Marcum Wealth LLC | 4,368 | $301K | 0.0% | -13.1% | 0.000% | |
4/10/2024 | Aprio Wealth Management LLC | 3,125 | $215K | 0.0% | -21.4% | 0.000% | |
4/10/2024 | Pathway Financial Advisors LLC | 2,930 | $202K | 0.1% | N/A | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 33,691 | $2.32M | 0.0% | -8.8% | 0.001% | |
4/10/2024 | Lantz Financial LLC | 11,575 | $797K | 0.3% | -7.7% | 0.000% | |
4/10/2024 | Wedmont Private Capital | 6,410 | $468K | 0.0% | +13.2% | 0.000% | |
4/10/2024 | Fulton Bank N.A. | 45,928 | $3.16M | 0.1% | -9.8% | 0.002% | |
4/10/2024 | Perpetual Ltd | 18,323 | $1.25M | 0.0% | +3.0% | 0.001% | |
4/9/2024 | Richard P Slaughter Associates Inc | 22,021 | $1.52M | 0.4% | -3.1% | 0.001% | |
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4/9/2024 | Stolper Co | 27,885 | $1.92M | 0.7% | -0.9% | 0.001% | |
4/9/2024 | Lynch & Associates IN | 31,590 | $2.17M | 0.5% | -6.1% | 0.001% | |
4/9/2024 | Mather Group LLC. | 810 | $55K | 0.0% | N/A | 0.000% | |
4/5/2024 | First Hawaiian Bank | 13,450 | $926K | 0.0% | -7.0% | 0.001% | |
4/5/2024 | Juncture Wealth Strategies LLC | 9,227 | $635K | 0.3% | -6.1% | 0.000% | |
4/5/2024 | GAMMA Investing LLC | 3,237 | $223K | 0.0% | +9.5% | 0.000% | |
4/5/2024 | Martin Capital Partners LLC | 66,505 | $4.58M | 1.8% | -1.9% | 0.003% | |
4/5/2024 | NBC Securities Inc. | 12,886 | $886K | 0.1% | -1.5% | 0.001% | |
4/5/2024 | CWM LLC | 112,471 | $7.74M | 0.1% | -7.2% | 0.005% | |
4/3/2024 | Timber Creek Capital Management LLC | 105,211 | $7.24M | 2.3% | -6.5% | 0.004% | |
4/1/2024 | Confluence Investment Management LLC | 12,088 | $832K | 0.0% | N/A | 0.001% | |
3/26/2024 | HighPoint Advisor Group LLC | 9,558 | $653K | 0.0% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 1,129,776 | $76.12M | 0.1% | -0.8% | 0.048% | |
3/14/2024 | Hennessy Advisors Inc. | 83,800 | $5.65M | 0.3% | -5.4% | 0.004% | |
3/13/2024 | Sivia Capital Partners LLC | 4,097 | $276K | 0.2% | N/A | 0.000% | |
3/5/2024 | Fisher Asset Management LLC | 21,144,503 | $1.42B | 0.7% | +1.8% | 0.899% | |
3/5/2024 | Wellington Management Group LLP | 9,263,467 | $624.17M | 0.1% | -16.7% | 0.394% | |
3/1/2024 | Creekmur Asset Management LLC | 463 | $31K | 0.0% | N/A | 0.000% | |
3/1/2024 | Goldman Sachs Group Inc. | 2,592,234 | $174.67M | 0.0% | +3.5% | 0.106% | |
2/28/2024 | EP Wealth Advisors LLC | 5,346 | $360K | 0.0% | N/A | 0.000% | |
2/28/2024 | Abel Hall LLC | 7,572 | $510K | 0.4% | N/A | 0.000% | |
2/26/2024 | Teachers Retirement System of The State of Kentucky | 652,970 | $44.00M | 0.4% | -7.4% | 0.027% | |
2/21/2024 | Raleigh Capital Management Inc. | 46,570 | $3.14M | 1.5% | -3.5% | 0.002% | |
2/21/2024 | Garde Capital Inc. | 1,751 | $118K | 0.0% | N/A | 0.000% | |
2/20/2024 | Sunpointe LLC | 8,228 | $568K | 0.7% | N/A | 0.000% | |
2/20/2024 | Voisard Asset Management Group Inc. | 1,350 | $91K | 0.1% | N/A | 0.000% | |
2/16/2024 | Bluefin Capital Management LLC | 7,200 | $482K | 0.0% | N/A | 0.000% | |
2/16/2024 | Sanibel Captiva Trust Company Inc. | 4,580 | $309K | 0.0% | N/A | 0.000% | |
2/16/2024 | Oarsman Capital Inc. | 3,203 | $216K | 0.1% | N/A | 0.000% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 163,428 | $11.01M | 0.0% | +30.4% | 0.007% | |
2/15/2024 | Venture Visionary Partners LLC | 3,732 | $251K | 0.0% | -10.4% | 0.000% | |
2/15/2024 | Townsquare Capital LLC | 6,496 | $438K | 0.0% | +43.6% | 0.000% | |
2/15/2024 | Main Street Group LTD | 636 | $43K | 0.0% | N/A | 0.000% | |
2/15/2024 | Barclays PLC | 54,925 | $3.70M | 0.0% | -87.2% | 0.002% | |
2/15/2024 | Perpetual Ltd | 17,786 | $1.20M | 0.0% | -1.0% | 0.001% | |
2/15/2024 | Fayez Sarofim & Co | 248,384 | $15.97M | 0.1% | -15.4% | 0.010% | |
2/15/2024 | Vident Advisory LLC | 19,226 | $1.30M | 0.0% | +10.6% | 0.001% | |
2/15/2024 | Nwam LLC | 5,531 | $373K | 0.0% | -16.4% | 0.000% | |
2/15/2024 | Price T Rowe Associates Inc. MD | 10,667,444 | $718.77M | 0.1% | -8.7% | 0.435% | |
2/15/2024 | Profund Advisors LLC | 13,137 | $885K | 0.0% | +11.4% | 0.001% | |
2/15/2024 | Parkwood LLC | 254,488 | $17.15M | 1.7% | -9.4% | 0.010% | |
2/15/2024 | First County Bank CT | 34,359 | $2.32M | 1.1% | -16.2% | 0.001% | |
2/15/2024 | Freedom Investment Management Inc. | 22,359 | $1.51M | 0.1% | -9.7% | 0.001% | |
2/15/2024 | Gamco Investors INC. ET AL | 34,950 | $2.36M | 0.0% | -1.1% | 0.001% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 7,223 | $487K | 0.0% | +3.4% | 0.000% | |
2/15/2024 | Baird Financial Group Inc. | 55,222 | $3.72M | 0.0% | -3.4% | 0.002% | |
2/15/2024 | Clear Street Markets LLC | 1,600 | $108K | 0.0% | -98.6% | 0.000% | |
2/15/2024 | MayTech Global Investments LLC | 3,164 | $213K | 0.0% | -30.8% | 0.000% | |
2/14/2024 | Royal Bank of Canada | 2,335,370 | $157.36M | 0.0% | -2.9% | 0.095% | |
2/14/2024 | Pathstone Holdings LLC | 29,176 | $1.97M | 0.0% | N/A | 0.001% | |
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2/14/2024 | Kestra Advisory Services LLC | 30,037 | $2.02M | 0.0% | +3.5% | 0.001% | |
2/14/2024 | True Wealth Design LLC | 11,970 | $807K | 0.2% | -5.3% | 0.000% | |
2/14/2024 | Creative Planning | 122,710 | $8.27M | 0.0% | +12.5% | 0.005% | |
2/14/2024 | Barometer Capital Management Inc. | 1,700 | $115K | 0.0% | +888.4% | 0.000% | |
2/14/2024 | Jacobi Capital Management LLC | 5,861 | $395K | 0.0% | +11.4% | 0.000% | |
2/14/2024 | Ethic Inc. | 3,981 | $268K | 0.0% | +30.3% | 0.000% | |
2/14/2024 | Hancock Whitney Corp | 16,573 | $1.12M | 0.0% | +7.8% | 0.001% | |
2/14/2024 | Icon Wealth Advisors LLC | 4,701 | $317K | 0.0% | N/A | 0.000% | |
2/14/2024 | MGO One Seven LLC | 6,533 | $440K | 0.0% | -11.8% | 0.000% | |
2/14/2024 | Cullen Capital Management LLC | 368,014 | $24.80M | 0.4% | -47.9% | 0.015% | |