11/16/2023 | Westside Investment Management Inc. | 41,788 | $1.99M | 0.6% | +3.5% | 0.003% | |
11/16/2023 | Blueprint Investment Partners LLC | 10,022 | $0.48M | 0.2% | -21.9% | 0.001% | |
11/16/2023 | Essex Financial Services Inc. | 6,963 | $0.33M | 0.0% | +21.4% | 0.000% | |
11/16/2023 | Broadview Financial Management LLC | 166,201 | $7.91M | 7.3% | -0.5% | 0.011% | |
11/15/2023 | Integrated Wealth Concepts LLC | 376,075 | $17.90M | 0.3% | -6.6% | 0.026% | |
11/15/2023 | Crestwood Advisors Group LLC | 163,158 | $7.77M | 0.2% | -4.5% | 0.011% | |
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11/15/2023 | Baker Avenue Asset Management LP | 2,773 | $0.13M | 0.0% | +1,457.9% | 0.000% | |
11/15/2023 | Shakespeare Wealth Management Inc. | 262,413 | $12.49M | 4.4% | +3.1% | 0.018% | |
11/15/2023 | JPMorgan Chase & Co. | 24,138,170 | $1.15B | 0.1% | +5.6% | 1.665% | |
11/15/2023 | KPP Advisory Services LLC | 17,884 | $0.85M | 0.3% | N/A | 0.001% | |
11/15/2023 | Liquid Strategies LLC | 60,473 | $2.86M | 0.8% | -9.6% | 0.004% | |
11/15/2023 | Ameriprise Financial Inc. | 3,924,136 | $189.37M | 0.1% | -23.3% | 0.271% | |
11/14/2023 | Lazard Asset Management LLC | 226,233 | $10.77M | 0.0% | -9.0% | 0.016% | |
11/14/2023 | United Services Automobile Association | 4,547,343 | $216.41M | 5.5% | +13.9% | 0.314% | |
11/14/2023 | Private Capital Management LLC | 6,521 | $0.31M | 0.0% | -7.2% | 0.000% | |
11/14/2023 | Ancora Advisors LLC | 37,731 | $1.80M | 0.0% | -25.0% | 0.003% | |
11/14/2023 | Retirement Investment Advisors Inc. | 1,580,887 | $75.23M | 6.9% | +38.8% | 0.109% | |
11/14/2023 | Seven Mile Advisory | 8,962 | $0.43M | 0.4% | -2.2% | 0.001% | |
11/14/2023 | Operose Advisors LLC | 27,286 | $1.30M | 0.5% | +114.7% | 0.002% | |
11/13/2023 | C M Bidwell & Associates Ltd. | 8,111 | $0.39M | 0.3% | +6.9% | 0.001% | |
11/13/2023 | Natixis Advisors L.P. | 37,779 | $1.80M | 0.0% | +16.3% | 0.003% | |
11/13/2023 | Hollencrest Capital Management | 62,036 | $2.95M | 0.3% | -89.0% | 0.004% | |
11/13/2023 | Covestor Ltd | 703 | $33K | 0.0% | +813.0% | 0.000% | |
11/13/2023 | Asset Dedication LLC | 140,935 | $6.68M | 0.6% | -4.6% | 0.010% | |
11/13/2023 | Rock Creek Group LP | 329,546 | $15.76M | 1.6% | -12.0% | 0.023% | |
11/13/2023 | Frontier Asset Management LLC | 237,752 | $11.32M | 5.1% | -1.1% | 0.016% | |
11/13/2023 | Regis Acquisition Inc. | 199,196 | $9.48M | 4.0% | -16.7% | 0.014% | |
11/13/2023 | Provence Wealth Management Group | 44,721 | $2.13M | 1.3% | -6.9% | 0.003% | |
11/13/2023 | Rathbones Group PLC | 9,665 | $0.46M | 0.0% | N/A | 0.001% | |
11/13/2023 | Lcnb Corp | 136,941 | $6.52M | 2.9% | +26.0% | 0.009% | |
11/13/2023 | Financial Engines Advisors L.L.C. | 282,470 | $13.44M | 0.0% | -2.4% | 0.019% | |
11/9/2023 | Karpus Management Inc. | 9,342 | $0.45M | 0.0% | -3.3% | 0.001% | |
11/9/2023 | Nicolet Bankshares Inc. | 9,844 | $0.47M | 0.1% | +76.5% | 0.001% | |
11/9/2023 | One Capital Management LLC | 231,789 | $11.03M | 0.5% | -17.6% | 0.016% | |
11/9/2023 | Greenleaf Trust | 246,727 | $11.74M | 0.1% | +21.8% | 0.017% | |
11/9/2023 | King Wealth | 96,391 | $4.59M | 1.0% | +0.2% | 0.007% | |
11/9/2023 | Prime Capital Investment Advisors LLC | 13,914 | $0.66M | 0.0% | -5.8% | 0.001% | |
11/9/2023 | Argent Advisors Inc. | 14,758 | $0.70M | 0.3% | +3.0% | 0.001% | |
11/9/2023 | Davidson Trust Co. | 7,418 | $0.35M | 0.3% | +7.7% | 0.001% | |
11/9/2023 | Concentric Wealth Management LLC | 149,693 | $7.12M | 2.3% | +2.6% | 0.010% | |
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11/9/2023 | Heritage Wealth Advisors | 879,081 | $41.84M | 2.3% | +0.4% | 0.061% | |
11/8/2023 | Cornerstone Planning Group LLC | 10,601 | $0.51M | 0.2% | -18.8% | 0.001% | |
11/8/2023 | Janney Montgomery Scott LLC | 1,534,992 | $73.05M | 0.3% | -26.9% | 0.106% | |
11/8/2023 | Northeast Investment Management | 4,750 | $0.23M | 0.0% | -37.6% | 0.000% | |
11/8/2023 | Connable Office Inc. | 228,419 | $10.87M | 1.5% | +2.1% | 0.016% | |
11/8/2023 | Dorsey & Whitney Trust CO LLC | 112,848 | $5.37M | 0.5% | -2.0% | 0.008% | |
11/8/2023 | Newman Dignan & Sheerar Inc. | 56,517 | $2.69M | 0.9% | -25.7% | 0.004% | |
11/8/2023 | Hirtle Callaghan & Co LLC | 1,964,604 | $93.50M | 4.7% | -1.2% | 0.135% | |
11/7/2023 | Summit Financial LLC | 46,556 | $2.22M | 0.2% | -4.0% | 0.003% | |
11/7/2023 | Great Lakes Advisors LLC | 118,574 | $5.64M | 0.1% | -1.8% | 0.008% | |
11/7/2023 | RiverFront Investment Group LLC | 777,257 | $36.99M | 1.3% | +88.2% | 0.054% | |
11/7/2023 | Motco | 1,716 | $82K | 0.0% | -56.2% | 0.000% | |
11/7/2023 | Pointe Capital Management LLC | 82,974 | $3.95M | 3.1% | +3.8% | 0.006% | |
11/7/2023 | Encompass Wealth Advisors LLC | 64,387 | $3.06M | 1.0% | +7.4% | 0.004% | |
11/6/2023 | Keystone Financial Group | 25,085 | $1.19M | 0.2% | +1.9% | 0.002% | |
11/6/2023 | Commonwealth Retirement Investments LLC | 17,377 | $0.83M | 0.5% | -31.4% | 0.001% | |
11/6/2023 | Los Angeles Capital Management LLC | 106,283 | $5.06M | 0.0% | -0.9% | 0.007% | |
11/4/2023 | NBC Securities Inc. | 23,114 | $1.10M | 0.1% | N/A | 0.002% | |
11/4/2023 | Syon Capital LLC | 501,279 | $23.86M | 3.0% | N/A | 0.035% | |
11/4/2023 | Graybill Wealth Management LTD. | 118,112 | $5.62M | 2.7% | +3.0% | 0.008% | |
11/4/2023 | EverSource Wealth Advisors LLC | 5,695 | $0.27M | 0.0% | -34.9% | 0.000% | |
11/4/2023 | Column Capital Advisors LLC | 31,246 | $1.49M | 0.1% | -8.4% | 0.002% | |
11/3/2023 | ORG Partners LLC | 6,799 | $0.32M | 0.1% | -91.2% | 0.000% | |
11/2/2023 | Girard Partners LTD. | 14,385 | $0.69M | 0.1% | -5.0% | 0.001% | |
11/2/2023 | Red Tortoise LLC | 34,331 | $1.63M | 1.1% | +5.3% | 0.002% | |
11/2/2023 | Cullen Frost Bankers Inc. | 3,391 | $0.16M | 0.0% | -40.9% | 0.000% | |
11/2/2023 | Diversified Portfolios Inc. | 22,428 | $1.07M | 0.2% | -4.6% | 0.002% | |
11/2/2023 | FDx Advisors Inc. | 362,739 | $17.26M | 1.4% | -12.6% | 0.025% | |
11/2/2023 | Nisa Investment Advisors LLC | 1,164,593 | $55.42M | 0.4% | -2.0% | 0.080% | |
10/31/2023 | MainStreet Investment Advisors LLC | 30,304 | $1.44M | 0.2% | -14.0% | 0.002% | |
10/31/2023 | Financial Council Asset Management Inc | 81,465 | $3.88M | 3.1% | -0.7% | 0.006% | |
10/31/2023 | Bank of Stockton | 172,774 | $7.91M | 2.9% | +10.5% | 0.012% | |
10/30/2023 | Exchange Capital Management Inc. | 61,810 | $2.94M | 0.6% | -0.7% | 0.004% | |
10/30/2023 | True Link Financial Advisors LLC | 524,737 | $24.97M | 3.0% | +3.8% | 0.036% | |
10/30/2023 | Sandy Spring Bank | 31,475 | $1.50M | 0.1% | +10.7% | 0.002% | |
10/30/2023 | Strategic Investment Management LLC | 195,833 | $8.96M | 11.0% | -1.5% | 0.014% | |
10/30/2023 | Sumitomo Mitsui Trust Holdings Inc. | 737,957 | $35.12M | 0.0% | -5.7% | 0.051% | |
10/30/2023 | Money Design Co. Ltd. | 35,765 | $1.70M | 0.1% | +5.2% | 0.002% | |
10/27/2023 | Princeton Global Asset Management LLC | 49,007 | $2.33M | 0.7% | -0.5% | 0.003% | |
10/27/2023 | First Horizon Advisors Inc. | 51,022 | $2.43M | 0.1% | -31.2% | 0.004% | |
10/27/2023 | Nationwide Fund Advisors | 6,062,660 | $288.52M | 31.5% | -1.1% | 0.418% | |
10/27/2023 | TIAA Trust National Association | 33,622,615 | $1.60B | 5.8% | N/A | 2.319% | |
10/27/2023 | Whittier Trust Co. of Nevada Inc. | 873,396 | $41.57M | 1.5% | +1.1% | 0.060% | |
10/27/2023 | Whittier Trust Co. | 981,850 | $46.73M | 0.8% | +4.1% | 0.068% | |
10/27/2023 | Family Capital Trust Co | 824 | $39K | 0.0% | +59.4% | 0.000% | |
10/26/2023 | North Star Asset Management Inc. | 76,227 | $3.63M | 0.2% | -1.2% | 0.005% | |
10/26/2023 | Steph & Co. | 732 | $35K | 0.0% | N/A | 0.000% | |
10/26/2023 | Graypoint LLC | 48,288 | $2.30M | 0.2% | -0.9% | 0.003% | |
10/26/2023 | NBT Bank N A NY | 69,436 | $3.30M | 0.3% | -10.8% | 0.005% | |
10/26/2023 | Waldron Private Wealth LLC | 37,557 | $1.79M | 0.1% | -14.8% | 0.003% | |
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10/26/2023 | First Merchants Corp | 61,848 | $2.94M | 0.3% | +1.7% | 0.004% | |
10/26/2023 | DMC Group LLC | 5,761 | $0.27M | 0.3% | -19.7% | 0.000% | |
10/26/2023 | Baystate Wealth Management LLC | 6,634 | $0.32M | 0.0% | -12.2% | 0.000% | |
10/25/2023 | Pinnacle Wealth Management Advisory Group LLC | 28,330 | $1.35M | 0.2% | +14.8% | 0.002% | |
10/25/2023 | Farmers & Merchants Investments Inc. | 2,399 | $0.11M | 0.0% | +13.8% | 0.000% | |
10/25/2023 | Bay Harbor Wealth Management LLC | 61,992 | $2.95M | 1.2% | -42.6% | 0.004% | |
10/24/2023 | Bridges Investment Management Inc. | 35,759 | $1.70M | 0.1% | -22.8% | 0.002% | |
10/24/2023 | Bank of New York Mellon Corp | 7,193,801 | $342.35M | 0.1% | -8.0% | 0.496% | |
10/24/2023 | Coho Partners Ltd. | 7,111 | $0.34M | 0.0% | N/A | 0.000% | |
10/24/2023 | Hanson & Doremus Investment Management | 7,066 | $0.34M | 0.1% | -6.4% | 0.000% | |