4/25/2024 | Fielder Capital Group LLC | 173,809 | $3.85M | 1.7% | +50.8% | 0.347% | |
4/23/2024 | Fifth Third Bancorp | 326,809 | $7.25M | 0.0% | N/A | 0.653% | |
4/18/2024 | MorganRosel Wealth Management LLC | 314,356 | $6.97M | 2.5% | -5.2% | 0.649% | |
4/17/2024 | Vicus Capital | 30,188 | $669K | 0.1% | +6.7% | 0.062% | |
4/15/2024 | Sinecera Capital LLC | 62,844 | $1.40M | 1.9% | -76.8% | 0.130% | |
4/15/2024 | Brookstone Capital Management | 15,284 | $339K | 0.0% | -21.9% | 0.032% | |
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4/15/2024 | Sound Income Strategies LLC | 3,695 | $82K | 0.0% | N/A | 0.008% | |
4/11/2024 | RFG Advisory LLC | 162,095 | $3.59M | 0.1% | N/A | 0.335% | |
4/10/2024 | Signal Advisors Wealth LLC | 97,817 | $2.17M | 0.5% | +6.1% | 0.202% | |
4/3/2024 | Versant Capital Management Inc | 129,240 | $2.87M | 0.8% | -4.0% | 0.267% | |
3/5/2024 | Slagle Financial LLC | 72,530 | $1.49M | 0.2% | +111.8% | 0.150% | |
3/1/2024 | Pineridge Advisors LLC | 10,951 | $226K | 0.1% | N/A | 0.023% | |
2/16/2024 | Oarsman Capital Inc. | 71,707 | $1.48M | 0.4% | +14.8% | 0.148% | |
2/7/2024 | Theory Financial LLC | 191,904 | $3.95M | 2.1% | +1.4% | 0.396% | |
2/7/2024 | Rooted Wealth Advisors Inc. | 26,666 | $542K | 0.3% | +6.0% | 0.055% | |
2/6/2024 | Fielder Capital Group LLC | 115,241 | $2.37M | 1.4% | N/A | 0.238% | |
2/6/2024 | NavPoint Financial Inc. | 18,020 | $371K | 0.3% | N/A | 0.037% | |
2/5/2024 | Jackson Creek Investment Advisors LLC | 19,111 | $394K | 0.2% | -5.5% | 0.039% | |
2/1/2024 | Vicus Capital | 28,292 | $583K | 0.1% | +34.8% | 0.058% | |
1/31/2024 | Castle Wealth Management LLC | 152,087 | $3.13M | 1.9% | +2.6% | 0.314% | |
1/26/2024 | B.O.S.S. Retirement Advisors LLC | 99,791 | $2.06M | 0.4% | -0.8% | 0.206% | |
1/24/2024 | China Universal Asset Management Co. Ltd. | 31,000 | $639K | 0.1% | +19.2% | 0.064% | |
1/19/2024 | MorganRosel Wealth Management LLC | 331,471 | $6.83M | 2.6% | +8.1% | 0.685% | |
1/18/2024 | Sinecera Capital LLC | 271,387 | $5.66M | 5.9% | +1,614.5% | 0.561% | |
1/17/2024 | Kingdom Financial Group LLC. | 24,615 | $507K | 0.4% | +13.8% | 0.051% | |
1/11/2024 | Brookstone Capital Management | 19,581 | $403K | 0.0% | N/A | 0.040% | |
1/11/2024 | Timber Creek Capital Management LLC | 1,702 | $35K | 0.0% | N/A | 0.004% | |
1/9/2024 | Versant Capital Management Inc | 134,680 | $2.77M | 0.8% | +9.7% | 0.278% | |
1/8/2024 | B.O.S.S. Retirement Advisors LLC | 90,542 | $1.87M | 0.4% | -10.0% | 0.187% | |
11/21/2023 | Rooted Wealth Advisors Inc. | 25,150 | $497K | 0.3% | +11.5% | 0.052% | |
11/16/2023 | Maripau Wealth Management LLC | 107,541 | $1.98M | 1.8% | -4.5% | 0.222% | |
11/15/2023 | Theory Financial LLC | 189,170 | $3.49M | 2.0% | +5.1% | 0.391% | |
11/13/2023 | True Wealth Design LLC | 1,462 | $27K | 0.0% | N/A | 0.003% | |
11/9/2023 | Oliver Lagore Vanvalin Investment Group | 1,959 | $36K | 0.0% | -53.2% | 0.004% | |
11/7/2023 | Atria Investments Inc | 106,841 | $1.97M | 0.0% | +23.5% | 0.221% | |
11/6/2023 | Ardent Capital Management Inc. | 28,500 | $526K | 0.3% | N/A | 0.059% | |
11/6/2023 | Castle Wealth Management LLC | 148,293 | $2.74M | 1.9% | +9.5% | 0.306% | |
10/31/2023 | Teacher Retirement System of Texas | 1,300,000 | $23.99M | 0.2% | -39.5% | 2.686% | |
10/31/2023 | China Universal Asset Management Co. Ltd. | 26,000 | $480K | 0.1% | N/A | 0.054% | |
10/30/2023 | MorganRosel Wealth Management LLC | 306,583 | $5.66M | 2.4% | N/A | 0.633% | |
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10/30/2023 | Sumitomo Mitsui Trust Holdings Inc. | 4,400,000 | $81.18M | 0.1% | -7.4% | 9.091% | |
10/27/2023 | Oarsman Capital Inc. | 62,487 | $1.15M | 0.5% | -4.0% | 0.129% | |
10/23/2023 | Vicus Capital | 20,984 | $387K | 0.0% | N/A | 0.043% | |
10/18/2023 | Exchange Traded Concepts LLC | 4,613 | $85K | 0.0% | N/A | 0.010% | |
10/17/2023 | B.O.S.S. Retirement Advisors LLC | 100,615 | $1.86M | 0.4% | +25.0% | 0.208% | |
10/16/2023 | Kingdom Financial Group LLC. | 21,627 | $399K | 0.4% | +36.9% | 0.045% | |
10/12/2023 | Versant Capital Management Inc | 122,827 | $2.27M | 0.7% | +49.6% | 0.254% | |
10/11/2023 | AE Wealth Management LLC | 1,918,613 | $35.40M | 0.2% | +11.4% | 3.964% | |
10/10/2023 | Sinecera Capital LLC | 15,829 | $292K | 0.4% | +10.6% | 0.033% | |
8/15/2023 | Greenline Partners LLC | 635,216 | $12.18M | 2.3% | -1.0% | 1.312% | |
8/14/2023 | Slagle Financial LLC | 29,232 | $561K | 0.3% | N/A | 0.060% | |
8/10/2023 | Oarsman Capital Inc. | 65,110 | $1.25M | 0.5% | +6.8% | 0.136% | |
8/8/2023 | Theory Financial LLC | 180,049 | $3.45M | 2.0% | -4.4% | 0.375% | |
8/4/2023 | Atria Investments Inc | 86,524 | $1.66M | 0.0% | N/A | 0.180% | |
8/3/2023 | Rooted Wealth Advisors Inc. | 22,548 | $432K | 0.3% | +28.9% | 0.047% | |
8/3/2023 | Jackson Creek Investment Advisors LLC | 20,225 | $388K | 0.2% | -6.7% | 0.042% | |
8/2/2023 | Bank of Montreal Can | 1,437,000 | $28.71M | 0.0% | N/A | 2.994% | |
7/31/2023 | Alaska Permanent Fund Corp | 10,601,000 | $203.33M | 4.0% | N/A | 22.085% | |
7/31/2023 | Kingdom Financial Group LLC. | 15,793 | $303K | 0.3% | N/A | 0.033% | |
7/21/2023 | Kovack Advisors Inc. | 14,642 | $281K | 0.0% | N/A | 0.031% | |
7/17/2023 | Castle Wealth Management LLC | 135,403 | $2.60M | 1.8% | N/A | 0.282% | |
7/13/2023 | Sinecera Capital LLC | 14,313 | $275K | 0.3% | N/A | 0.030% | |
7/10/2023 | Versant Capital Management Inc | 82,119 | $1.58M | 0.5% | +50.5% | 0.171% | |
7/10/2023 | B.O.S.S. Retirement Advisors LLC | 80,517 | $1.54M | 0.3% | -2.1% | 0.168% | |
7/10/2023 | AE Wealth Management LLC | 1,722,723 | $33.04M | 0.2% | -9.5% | 3.589% | |
6/7/2023 | Maripau Wealth Management LLC | 139,457 | $2.75M | 2.9% | +87.9% | 0.286% | |
5/16/2023 | Greenline Partners LLC | 641,458 | $12.63M | 2.4% | -21.2% | 1.316% | |
5/11/2023 | Oarsman Capital Inc. | 60,975 | $1.20M | 0.6% | +4.7% | 0.125% | |
5/1/2023 | Truadvice LLC | 25,545 | $508K | 0.2% | N/A | 0.052% | |
4/28/2023 | Ameritas Advisory Services LLC | 1,900 | $38K | 0.0% | N/A | 0.004% | |
4/27/2023 | Sumitomo Mitsui Trust Holdings Inc. | 4,750,000 | $93.53M | 0.1% | +50.8% | 9.744% | |
4/26/2023 | Rooted Wealth Advisors Inc. | 17,486 | $350K | 0.3% | +6.3% | 0.036% | |
4/20/2023 | Arcadia Wealth Management LLC | 14,759 | $291K | 0.2% | +7.7% | 0.030% | |
4/17/2023 | B.O.S.S. Retirement Advisors LLC | 82,250 | $1.62M | 0.4% | +14.0% | 0.169% | |
4/14/2023 | AE Wealth Management LLC | 1,904,294 | $37.50M | 0.2% | +5.2% | 3.906% | |
4/10/2023 | Versant Capital Management Inc | 54,546 | $1.07M | 0.4% | +7.5% | 0.112% | |
2/14/2023 | Greenline Partners LLC | 814,336 | $14.83M | 2.9% | -9.9% | 1.287% | |
2/13/2023 | Rooted Wealth Advisors Inc. | 16,455 | $300K | 0.3% | N/A | 0.026% | |
2/10/2023 | Adventist Health System Sunbelt Healthcare Corp | 55,414 | $1.01M | 0.1% | +24.9% | 0.088% | |
2/9/2023 | Oarsman Capital Inc. | 58,234 | $1.06M | 0.5% | -72.9% | 0.092% | |
2/8/2023 | Theory Financial LLC | 188,235 | $3.43M | 2.3% | N/A | 0.298% | |
2/7/2023 | Arcadia Wealth Management LLC | 13,703 | $250K | 0.2% | N/A | 0.022% | |
2/7/2023 | Richard W. Paul & Associates LLC | 1,427 | $26K | 0.0% | N/A | 0.002% | |
2/7/2023 | B.O.S.S. Retirement Advisors LLC | 72,141 | $1.31M | 0.3% | N/A | 0.114% | |
2/6/2023 | Jackson Creek Investment Advisors LLC | 21,785 | $397K | 0.2% | +46.8% | 0.034% | |
1/31/2023 | AE Wealth Management LLC | 1,809,740 | $32.96M | 0.2% | +48.5% | 2.861% | |
1/30/2023 | Sumitomo Mitsui Trust Holdings Inc. | 3,150,000 | $57.36M | 0.0% | N/A | 4.980% | |
1/25/2023 | Versant Capital Management Inc | 50,718 | $924K | 0.3% | +14.5% | 0.080% | |
1/18/2023 | Retirement Financial Solutions LLC | 5,367 | $98K | 0.1% | N/A | 0.008% | |
12/30/2022 | Versant Capital Management Inc | 44,282 | $735K | 0.3% | +14.1% | 0.073% | |
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11/15/2022 | Greenline Partners LLC | 903,766 | $14.99M | 3.4% | +699.8% | 1.498% | |
11/10/2022 | Oarsman Capital Inc. | 214,917 | $3.57M | 1.9% | -19.7% | 0.356% | |
11/9/2022 | Jackson Creek Investment Advisors LLC | 14,839 | $246K | 0.1% | +10.0% | 0.025% | |
11/8/2022 | IMC Chicago LLC | 38,838 | $644K | 0.0% | +84.5% | 0.064% | |
11/4/2022 | Maripau Wealth Management LLC | 74,111 | $1.21M | 1.3% | +243.8% | 0.123% | |
10/28/2022 | Adventist Health System Sunbelt Healthcare Corp | 44,353 | $736K | 0.1% | +26.7% | 0.074% | |
10/25/2022 | AE Wealth Management LLC | 1,218,944 | $20.22M | 0.2% | +282.3% | 2.027% | |
8/13/2022 | Flow Traders U.S. LLC | 54,058 | $976K | 0.1% | -96.2% | 0.090% | |
8/12/2022 | Maripau Wealth Management LLC | 21,559 | $381K | 0.4% | N/A | 0.036% | |
8/11/2022 | JPMorgan Chase & Co. | 452,392 | $8.17M | 0.0% | N/A | 0.750% | |