5/2/2025 | Forum Financial Management LP | 539 | $274K | 0.0% | +6.9% | 0.001% | |
5/2/2025 | Mayflower Financial Advisors LLC | 1,422 | $723K | 0.1% | -5.4% | 0.004% | |
5/2/2025 | Welch & Forbes LLC | 212,257 | $107.89M | 1.4% | -0.9% | 0.525% | |
5/2/2025 | Cullen Frost Bankers Inc. | 400 | $203K | 0.0% | +7.2% | 0.001% | |
5/2/2025 | Victory Capital Management Inc. | 23,936 | $12.17M | 0.0% | -10.6% | 0.059% | |
5/2/2025 | Larson Financial Group LLC | 1,270 | $646K | 0.0% | +58.6% | 0.003% | |
5/2/2025 | PAX Financial Group LLC | 921 | $468K | 0.1% | N/A | 0.002% | |
5/2/2025 | Patrick Mauro Investment Advisor INC. | 25,057 | $12.74M | 7.0% | -1.7% | 0.062% | |
5/2/2025 | Whittier Trust Co. | 337 | $171K | 0.0% | +70.2% | 0.001% | |
5/2/2025 | Massachusetts Financial Services Co. MA | 1,983 | $1.01M | 0.0% | -20.3% | 0.005% | |
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5/2/2025 | Dakota Wealth Management | 566 | $288K | 0.0% | -24.7% | 0.001% | |
5/2/2025 | TimesSquare Capital Management LLC | 63,075 | $32.06M | 0.5% | -30.2% | 0.156% | |
5/2/2025 | Sumitomo Life Insurance Co. | 1,353 | $688K | 0.0% | N/A | 0.003% | |
5/2/2025 | Signaturefd LLC | 666 | $339K | 0.0% | +12.3% | 0.002% | |
5/1/2025 | Cutter & CO Brokerage Inc. | 15,020 | $7.64M | 1.8% | +9.1% | 0.037% | |
5/1/2025 | BHK Investment Advisors LLC | 1,296 | $659K | 0.3% | -11.3% | 0.003% | |
5/1/2025 | LRI Investments LLC | 290 | $148K | 0.0% | -38.6% | 0.001% | |
5/1/2025 | Wilkinson Global Asset Management LLC | 87,168 | $44.31M | 2.8% | +0.0% | 0.216% | |
5/1/2025 | Marks Group Wealth Management Inc | 17,940 | $9.12M | 0.9% | +2.4% | 0.044% | |
5/1/2025 | Louisiana State Employees Retirement System | 9,800 | $4.98M | 0.1% | +1.0% | 0.024% | |
5/1/2025 | Schechter Investment Advisors LLC | 2,899 | $1.47M | 0.1% | -19.3% | 0.007% | |
5/1/2025 | New York State Common Retirement Fund | 17,648 | $8.97M | 0.0% | -46.9% | 0.044% | |
5/1/2025 | Mutual of America Capital Management LLC | 17,925 | $9.11M | 0.1% | -2.6% | 0.044% | |
5/1/2025 | BankPlus Trust Department | 458 | $233K | 0.1% | -6.3% | 0.001% | |
5/1/2025 | Arizona State Retirement System | 10,073 | $5.12M | 0.0% | -0.3% | 0.025% | |
5/1/2025 | Ballentine Partners LLC | 810 | $412K | 0.0% | N/A | 0.002% | |
5/1/2025 | Freedom Day Solutions LLC | 6,894 | $3.50M | 1.1% | -5.6% | 0.017% | |
5/1/2025 | Diversify Wealth Management LLC | 1,358 | $690K | 0.1% | -8.3% | 0.003% | |
5/1/2025 | Xponance Inc. | 5,985 | $3.04M | 0.0% | +1.2% | 0.015% | |
4/30/2025 | State of Michigan Retirement System | 8,383 | $4.26M | 0.0% | +1.2% | 0.021% | |
4/30/2025 | Cerity Partners LLC | 8,683 | $4.41M | 0.0% | +1.2% | 0.021% | |
4/30/2025 | Hunter Associates Investment Management LLC | 6,240 | $3.17M | 0.5% | -2.6% | 0.015% | |
4/30/2025 | Vision Capital Management Inc. | 17,849 | $9.07M | 1.3% | +6.7% | 0.044% | |
4/30/2025 | Allworth Financial LP | 320 | $163K | 0.0% | +17.6% | 0.001% | |
4/30/2025 | Bridges Investment Management Inc. | 4,168 | $2.12M | 0.0% | +67.1% | 0.010% | |
4/30/2025 | Nisa Investment Advisors LLC | 17,490 | $8.89M | 0.0% | -2.2% | 0.043% | |
4/30/2025 | Axxcess Wealth Management LLC | 1,204 | $612K | 0.0% | -13.4% | 0.003% | |
4/30/2025 | Regents Gate Capital LLP | 1,605 | $816K | 0.3% | -91.0% | 0.004% | |
4/30/2025 | Arcadia Investment Management Corp MI | 17,888 | $9.09M | 1.6% | -1.6% | 0.044% | |
4/30/2025 | DekaBank Deutsche Girozentrale | 38,830 | $19.14M | 0.0% | -0.1% | 0.096% | |
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4/30/2025 | Valeo Financial Advisors LLC | 1,056 | $537K | 0.0% | +2.3% | 0.003% | |
4/30/2025 | M&T Bank Corp | 1,381 | $702K | 0.0% | -18.1% | 0.003% | |
4/30/2025 | Stratos Wealth Partners LTD. | 24,004 | $12.20M | 0.2% | +3.8% | 0.059% | |
4/30/2025 | Stratos Investment Management LLC | 517 | $263K | 0.0% | +16.7% | 0.001% | |
4/30/2025 | Brown Advisory Inc. | 7,722 | $3.93M | 0.0% | +129.3% | 0.019% | |
4/30/2025 | Crossmark Global Holdings Inc. | 2,059 | $1.05M | 0.0% | -11.6% | 0.005% | |
4/30/2025 | Fullcircle Wealth LLC | 470 | $239K | 0.1% | N/A | 0.001% | |
4/29/2025 | Centennial Bank AR | 2,464 | $1.25M | 0.6% | -2.2% | 0.006% | |
4/29/2025 | TD Private Client Wealth LLC | 4,842 | $2.46M | 0.1% | -2.8% | 0.012% | |
4/29/2025 | Capital Advisors Inc. OK | 59,909 | $30.45M | 0.6% | +1.0% | 0.148% | |
4/29/2025 | Envestnet Asset Management Inc. | 268,284 | $136.37M | 0.0% | +3.1% | 0.664% | |
4/29/2025 | Penserra Capital Management LLC | 707 | $358K | 0.0% | -7.8% | 0.002% | |
4/29/2025 | Adell Harriman & Carpenter Inc. | 945 | $480K | 0.0% | +3.5% | 0.002% | |
4/29/2025 | Concurrent Investment Advisors LLC | 2,393 | $1.22M | 0.0% | -3.9% | 0.006% | |
4/29/2025 | HM Payson & Co. | 510 | $259K | 0.0% | +24.4% | 0.001% | |
4/29/2025 | Bank of New York Mellon Corp | 328,303 | $166.88M | 0.0% | -4.0% | 0.813% | |
4/29/2025 | IFM Investors Pty Ltd | 7,356 | $3.62M | 0.0% | +5.9% | 0.018% | |
4/29/2025 | OneDigital Investment Advisors LLC | 523 | $266K | 0.0% | N/A | 0.001% | |
4/29/2025 | Checchi Capital Advisers LLC | 735 | $374K | 0.0% | +5.6% | 0.002% | |
4/28/2025 | North Capital Inc. | 255 | $130K | 0.1% | N/A | 0.001% | |
4/28/2025 | D.A. Davidson & CO. | 9,638 | $4.90M | 0.0% | +5.5% | 0.024% | |
4/28/2025 | Principal Financial Group Inc. | 85,964 | $43.70M | 0.0% | +1.4% | 0.213% | |
4/28/2025 | Mutual Advisors LLC | 900 | $457K | 0.0% | +5.3% | 0.002% | |
4/28/2025 | Teacher Retirement System of Texas | 5,092 | $2.59M | 0.0% | N/A | 0.013% | |
4/28/2025 | First Horizon Advisors Inc. | 569 | $290K | 0.0% | +4.6% | 0.001% | |
4/28/2025 | Baskin Financial Services Inc. | 67,541 | $34.33M | 2.8% | -0.2% | 0.167% | |
4/28/2025 | WCM Investment Management LLC | 6,398 | $3.21M | 0.0% | +3.3% | 0.016% | |
4/28/2025 | Rossby Financial LCC | 64 | $33K | 0.0% | N/A | 0.000% | |
4/28/2025 | DAVENPORT & Co LLC | 324,796 | $164.45M | 1.0% | -0.9% | 0.804% | |
4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 21,630 | $11.00M | 0.1% | +576.8% | 0.054% | |
4/25/2025 | Koshinski Asset Management Inc. | 456 | $232K | 0.0% | +7.8% | 0.001% | |
4/25/2025 | WASHINGTON TRUST Co | 38,166 | $19.40M | 0.7% | -2.1% | 0.094% | |
4/25/2025 | Taylor Frigon Capital Management LLC | 3,953 | $2.01M | 1.2% | -3.2% | 0.010% | |
4/25/2025 | New York State Teachers Retirement System | 35,411 | $18.00M | 0.0% | -4.6% | 0.088% | |
4/25/2025 | Amalgamated Bank | 16,299 | $8.29M | 0.1% | -4.1% | 0.040% | |
4/25/2025 | KBC Group NV | 4,668 | $2.37M | 0.0% | -25.3% | 0.012% | |
4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 68,220 | $34.68M | 0.0% | -0.6% | 0.169% | |
4/24/2025 | Confluence Wealth Services Inc. | 2,873 | $1.46M | 0.1% | +4.7% | 0.007% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 60,575 | $30.99M | 0.1% | -25.0% | 0.150% | |
4/24/2025 | Highland Capital Management LLC | 554 | $282K | 0.0% | N/A | 0.001% | |
4/24/2025 | Elevated Capital Advisors LLC | 1,918 | $975K | 0.3% | +5.3% | 0.005% | |
4/24/2025 | Mascoma Wealth Management LLC | 175 | $89K | 0.0% | -14.6% | 0.000% | |
4/24/2025 | Schwartz Investment Counsel Inc. | 66,000 | $33.55M | 1.2% | +8.2% | 0.163% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 28,570 | $14.34M | 0.0% | +13.5% | 0.071% | |
4/24/2025 | Achmea Investment Management B.V. | 17,949 | $9.12M | 0.1% | +27.5% | 0.044% | |
4/24/2025 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 33,797 | $17.18M | 0.2% | -2.3% | 0.084% | |
4/23/2025 | Penobscot Investment Management Company Inc. | 400 | $203K | 0.0% | N/A | 0.001% | |
4/23/2025 | Sequoia Financial Advisors LLC | 682 | $347K | 0.0% | -9.3% | 0.002% | |
4/23/2025 | HBK Sorce Advisory LLC | 458 | $233K | 0.0% | N/A | 0.001% | |
4/23/2025 | Golden State Wealth Management LLC | 222 | $113K | 0.0% | +109.4% | 0.001% | |
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4/23/2025 | Mattern Capital Management LLC | 1,218 | $619K | 0.1% | +5.0% | 0.003% | |
4/23/2025 | Golden State Equity Partners | 1,530 | $778K | 0.2% | -3.3% | 0.004% | |
4/23/2025 | Berry Wealth Group LP | 638 | $324K | 0.3% | +37.8% | 0.002% | |
4/23/2025 | LaFleur & Godfrey LLC | 38,256 | $19.45M | 2.6% | -1.0% | 0.095% | |
4/23/2025 | Davidson Kahn Capital Management LLC | 1,436 | $730K | 0.6% | +156.0% | 0.004% | |
4/23/2025 | Asset Management One Co. Ltd. | 13,084 | $6.65M | 0.0% | +10.3% | 0.032% | |
4/23/2025 | GHP Investment Advisors Inc. | 6,082 | $3.09M | 0.1% | -13.2% | 0.015% | |
4/23/2025 | Oppenheimer & Co. Inc. | 10,094 | $5.13M | 0.1% | +8.4% | 0.025% | |
4/23/2025 | Oppenheimer Asset Management Inc. | 22,380 | $11.38M | 0.1% | +7.7% | 0.055% | |
4/23/2025 | Longboard Asset Management LP | 405 | $206K | 0.6% | N/A | 0.001% | |