4/23/2024 | Arbor Investment Advisors LLC | 105,078 | $5.42M | 0.8% | -18.5% | 0.007% | |
4/23/2024 | WASHINGTON TRUST Co | 327,739 | $16.91M | 0.6% | +1.8% | 0.022% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 112,152 | $5.79M | 0.5% | +32.6% | 0.008% | |
4/23/2024 | Strategic Blueprint LLC | 105,510 | $5.44M | 0.4% | -32.3% | 0.007% | |
4/23/2024 | Bank of Stockton | 161,058 | $8.31M | 2.6% | -3.6% | 0.011% | |
4/23/2024 | Hanson & Doremus Investment Management | 7,332 | $378K | 0.1% | -3.5% | 0.000% | |
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4/22/2024 | Invera Wealth Advisors LLC | 72,872 | $3.66M | 3.0% | +4.0% | 0.005% | |
4/22/2024 | Bay Harbor Wealth Management LLC | 22,955 | $1.19M | 0.4% | -64.3% | 0.002% | |
4/22/2024 | CKW Financial Group | 696,969 | $36.03M | 4.7% | -23.9% | 0.047% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 87,229 | $4.50M | 0.3% | -38.3% | 0.006% | |
4/19/2024 | American National Bank & Trust Co. VA | 4,033 | $208K | 0.0% | N/A | 0.000% | |
4/19/2024 | Westside Investment Management Inc. | 50,192 | $2.59M | 0.6% | +8.1% | 0.003% | |
4/19/2024 | Red Tortoise LLC | 38,612 | $1.99M | 1.1% | +9.2% | 0.003% | |
4/19/2024 | Redmont Wealth Advisors LLC | 16,900 | $872K | 1.2% | +1.8% | 0.001% | |
4/19/2024 | Valeo Financial Advisors LLC | 2,425,340 | $125.15M | 1.3% | +2,091.4% | 0.164% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 688,537 | $35.53M | 0.0% | -1.3% | 0.047% | |
4/18/2024 | Nationwide Fund Advisors | 5,098,168 | $263.07M | 28.5% | +0.2% | 0.344% | |
4/18/2024 | Exchange Capital Management Inc. | 66,432 | $3.43M | 0.6% | +6.1% | 0.004% | |
4/18/2024 | Farmers & Merchants Investments Inc. | 1,877 | $97K | 0.0% | -17.9% | 0.000% | |
4/18/2024 | Hexagon Capital Partners LLC | 13,955 | $720K | 0.2% | +19.1% | 0.001% | |
4/18/2024 | Park Place Capital Corp | 58,722 | $3.03M | 1.1% | +97.4% | 0.004% | |
4/17/2024 | Private Ocean LLC | 42,909 | $2.21M | 0.2% | -1.8% | 0.003% | |
4/17/2024 | Vicus Capital | 440,692 | $22.74M | 2.1% | +2.4% | 0.030% | |
4/17/2024 | Municipal Employees Retirement System of Michigan | 7,924,815 | $408.92M | 5.3% | +0.5% | 0.535% | |
4/17/2024 | First Bank & Trust | 14,145 | $730K | 0.2% | N/A | 0.001% | |
4/16/2024 | Independence Bank of Kentucky | 4,836 | $250K | 0.1% | -9.5% | 0.000% | |
4/16/2024 | Webster Bank N. A. | 143,221 | $7.39M | 0.8% | -1.5% | 0.010% | |
4/16/2024 | Financial Management Professionals Inc. | 205,546 | $10.61M | 1.6% | +15.5% | 0.014% | |
4/16/2024 | Tsfg LLC | 37,230 | $1.92M | 0.5% | +830.8% | 0.003% | |
4/15/2024 | Graybill Wealth Management LTD. | 122,883 | $6.34M | 2.7% | +3.7% | 0.008% | |
4/15/2024 | DGS Capital Management LLC | 5,915 | $305K | 0.1% | +21.7% | 0.000% | |
4/15/2024 | Atlas Capital Advisors LLC | 74,071 | $3.82M | 0.6% | +12.1% | 0.005% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 9,862 | $509K | 0.1% | -9.3% | 0.001% | |
4/15/2024 | Ayalon Insurance Comp Ltd. | 80,610 | $4.16M | 1.4% | +9.1% | 0.005% | |
4/13/2024 | Parkside Investments LLC | 12,721 | $656K | 0.1% | -88.6% | 0.001% | |
4/12/2024 | Riverview Trust Co | 3,165 | $163K | 0.1% | N/A | 0.000% | |
4/12/2024 | Harbor Investment Advisory LLC | 1,463 | $75K | 0.0% | +34.8% | 0.000% | |
4/12/2024 | AdvisorNet Financial Inc | 44,062 | $2.27M | 0.2% | -33.0% | 0.003% | |
4/12/2024 | Baker Boyer National Bank | 18,227 | $940K | 0.3% | +13.6% | 0.001% | |
4/12/2024 | Lbmc Investment Advisors LLC | 138,897 | $7.17M | 0.6% | -2.9% | 0.010% | |
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4/11/2024 | Roble Belko & Company Inc | 26,195 | $1.35M | 0.2% | -16.2% | 0.002% | |
4/11/2024 | Bangor Savings Bank | 9,505 | $490K | 0.1% | -22.1% | 0.001% | |
4/11/2024 | Fortitude Family Office LLC | 58,151 | $3.00M | 2.0% | +31.8% | 0.004% | |
4/10/2024 | SOA Wealth Advisors LLC. | 34,290 | $1.77M | 0.4% | -1.7% | 0.002% | |
4/10/2024 | Sunflower Bank N.A. | 7,179 | $370K | 0.1% | -54.5% | 0.000% | |
4/10/2024 | Bruce G. Allen Investments LLC | 18,126 | $935K | 0.8% | -3.2% | 0.001% | |
4/9/2024 | Montecito Bank & Trust | 15,140 | $781K | 0.2% | -4.6% | 0.001% | |
4/9/2024 | Halpern Financial Inc. | 73,467 | $3.82M | 1.1% | -1.6% | 0.005% | |
4/9/2024 | New Hampshire Trust | 88,201 | $4.55M | 1.1% | -12.4% | 0.006% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 475,167 | $24.52M | 0.8% | -0.9% | 0.033% | |
4/9/2024 | Rise Advisors LLC | 2,643 | $136K | 0.1% | -7.3% | 0.000% | |
4/9/2024 | Lowe Wealth Advisors LLC | 6,225 | $321K | 0.1% | -14.2% | 0.000% | |
4/8/2024 | Emprise Bank | 8,463 | $437K | 0.3% | N/A | 0.001% | |
4/8/2024 | Evensky & Katz LLC | 150,499 | $7.77M | 0.5% | -0.8% | 0.010% | |
4/8/2024 | Tompkins Financial Corp | 9,319 | $481K | 0.1% | -85.5% | 0.001% | |
4/5/2024 | First Hawaiian Bank | 1,073,267 | $55.38M | 1.7% | +0.3% | 0.074% | |
4/5/2024 | GAMMA Investing LLC | 108,113 | $5.58M | 1.1% | +44.3% | 0.007% | |
4/5/2024 | NBC Securities Inc. | 25,605 | $1.32M | 0.1% | +1.5% | 0.002% | |
4/5/2024 | VERITY Wealth Advisors | 11,636 | $600K | 0.5% | +55.2% | 0.001% | |
4/4/2024 | Moody National Bank Trust Division | 30,255 | $1.56M | 0.1% | -34.7% | 0.002% | |
4/4/2024 | Orrstown Financial Services Inc. | 28,144 | $1.45M | 0.8% | +38.1% | 0.002% | |
4/3/2024 | Strategic Advocates LLC | 230,824 | $11.91M | 4.6% | +100.2% | 0.016% | |
4/3/2024 | Stairway Partners LLC | 2,601,924 | $134.26M | 10.8% | +49.6% | 0.179% | |
4/2/2024 | ST Germain D J Co. Inc. | 229,363 | $11.84M | 0.6% | +0.3% | 0.016% | |
4/1/2024 | Appleton Partners Inc. MA | 249,735 | $12.89M | 1.0% | +4.3% | 0.017% | |
4/1/2024 | Global Wealth Strategies & Associates | 4,237 | $219K | 0.1% | -27.6% | 0.000% | |
3/18/2024 | CoreFirst Bank & Trust | 30,548 | $1.55M | 1.0% | +76.0% | 0.002% | |
3/15/2024 | Regis Acquisition Inc. | 260,440 | $13.17M | 5.0% | +30.7% | 0.018% | |
3/14/2024 | Ables Iannone Moore & Associates Inc. | 549 | $28K | 0.0% | N/A | 0.000% | |
3/8/2024 | Trust Co. of Vermont | 3,806 | $193K | 0.0% | +19.6% | 0.000% | |
3/8/2024 | ICA Group Wealth Management LLC | 15,823 | $800K | 0.2% | -8.3% | 0.001% | |
3/5/2024 | Fisher Asset Management LLC | 9,871 | $499K | 0.0% | -41.1% | 0.001% | |
3/4/2024 | Richardson Financial Services Inc. | 37,076 | $1.88M | 1.6% | N/A | 0.003% | |
3/4/2024 | Northwest Bank & Trust Co | 3,834 | $194K | 0.2% | N/A | 0.000% | |
3/4/2024 | Vima LLC | 1,029 | $52K | 0.1% | N/A | 0.000% | |
2/29/2024 | Acima Private Wealth LLC | 140,915 | $7.13M | 2.8% | +18.4% | 0.010% | |
2/26/2024 | Syon Capital LLC | 530,687 | $26.84M | 2.3% | +5.9% | 0.037% | |
2/21/2024 | Garde Capital Inc. | 28,750 | $1.45M | 0.1% | +9.5% | 0.002% | |
2/21/2024 | Novak & Powell Financial Services Inc. | 4,381 | $219K | 0.1% | N/A | 0.000% | |
2/20/2024 | Able Wealth Management LLC | 2,603 | $132K | 0.1% | N/A | 0.000% | |
2/20/2024 | Wellington Wealth Strategies LLC. | 25,612 | $1.30M | 1.1% | N/A | 0.002% | |
2/16/2024 | Aspect Partners LLC | 23,801 | $1.20M | 0.8% | N/A | 0.002% | |
2/15/2024 | Okabena Investment Services Inc. | 40,592 | $2.05M | 0.8% | +3.0% | 0.003% | |
2/15/2024 | OLD Mission Capital LLC | 2,688,709 | $136.00M | 2.5% | +1,145.4% | 0.185% | |
2/15/2024 | First County Bank CT | 12,047 | $609K | 0.3% | +6.1% | 0.001% | |
2/15/2024 | C M Bidwell & Associates Ltd. | 8,753 | $443K | 0.3% | +7.9% | 0.001% | |
2/15/2024 | Comerica Bank | 1,227,217 | $62.07M | 0.3% | -2.2% | 0.085% | |
2/15/2024 | Concentric Wealth Management LLC | 188,436 | $9.53M | 2.8% | +25.9% | 0.013% | |
2/14/2024 | LM Advisors LLC | 66,887 | $3.38M | 0.7% | N/A | 0.005% | |
2/14/2024 | Icon Wealth Advisors LLC | 195,698 | $9.90M | 1.0% | N/A | 0.013% | |
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2/14/2024 | Broadview Financial Management LLC | 129,891 | $6.57M | 5.1% | -21.8% | 0.009% | |
2/14/2024 | Connectus Wealth LLC | 30,696 | $1.55M | 0.0% | -89.1% | 0.002% | |
2/14/2024 | Regis Management CO LLC | 161,203 | $8.15M | 2.7% | -1.9% | 0.011% | |
2/14/2024 | Sentinel Trust Co. LBA | 306,266 | $15.49M | 2.0% | +996.4% | 0.021% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 2,911 | $147K | 0.1% | N/A | 0.000% | |
2/14/2024 | Waterloo Capital L.P. | 11,873 | $601K | 0.1% | N/A | 0.001% | |
2/13/2024 | Karpus Management Inc. | 9,722 | $492K | 0.0% | +4.1% | 0.001% | |
2/13/2024 | Fairview Capital Investment Management LLC | 104,090 | $5.27M | 0.3% | +7.2% | 0.007% | |
2/13/2024 | Edge Capital Group LLC | 554,868 | $28.07M | 1.6% | -6.6% | 0.038% | |
2/13/2024 | Hirtle Callaghan & Co LLC | 2,041,788 | $103.27M | 4.7% | +3.9% | 0.141% | |