7/3/2025 | Arvest Investments Inc. | 2,368 | $511K | 0.1% | +5.0% | 0.001% | |
7/3/2025 | Garde Capital Inc. | 6,894 | $1.49M | 0.1% | -5.9% | 0.002% | |
7/3/2025 | McLean Asset Management Corp | 49,172 | $10.87M | 2.9% | +0.8% | 0.017% | |
7/3/2025 | Stairway Partners LLC | 327,375 | $70.64M | 4.0% | +11.7% | 0.110% | |
7/2/2025 | Doliver Advisors LP | 16,445 | $3.55M | 1.0% | -1.0% | 0.006% | |
7/2/2025 | First Financial Bank Trust Division | 272,686 | $58.84M | 5.2% | +10.6% | 0.092% | |
7/2/2025 | Central Pacific Bank Trust Division | 19,467 | $4.20M | 0.5% | +56.1% | 0.007% | |
7/1/2025 | Legacy Wealth Management LLC MS | 1,111 | $240K | 0.1% | -43.4% | 0.000% | |
7/1/2025 | Harbor Investment Advisory LLC | 7,551 | $1.63M | 0.1% | -3.0% | 0.003% | |
7/1/2025 | Private Client Services LLC | 1,438 | $310K | 0.1% | -6.6% | 0.000% | |
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6/18/2025 | Voya Investment Management LLC | 45,433 | $9.06M | 0.0% | -6.2% | 0.015% | |
6/17/2025 | Howe & Rusling Inc. | 1,552 | $310K | 0.0% | +40.1% | 0.001% | |
6/17/2025 | Ridgepath Capital Management LLC | 13,264 | $2.65M | 1.3% | +1,348.0% | 0.004% | |
6/16/2025 | Maple Capital Management Inc. | 1,956 | $390K | 0.0% | N/A | 0.001% | |
6/11/2025 | Kondo Wealth Advisors Inc. | 2,253 | $450K | 0.2% | -7.0% | 0.001% | |
6/4/2025 | First Hawaiian Bank | 1,457 | $291K | 0.0% | -98.1% | 0.000% | |
6/2/2025 | Cim Investment Management Inc. | 3,278 | $690K | 0.2% | +96.3% | 0.001% | |
6/2/2025 | Modern Wealth Management LLC | 32,274 | $6.44M | 0.2% | +18.9% | 0.011% | |
5/29/2025 | Plum Street Advisors LLC | 6,828 | $1.36M | 0.7% | +1.5% | 0.002% | |
5/28/2025 | Jones Financial Companies Lllp | 7,915,281 | $1.59B | 1.4% | -6.2% | 2.619% | |
5/28/2025 | Birmingham Capital Management Co. Inc. AL | 1,240 | $247K | 0.1% | -28.7% | 0.000% | |
5/28/2025 | Intrua Financial LLC | 12,229 | $2.44M | 0.4% | -51.9% | 0.004% | |
5/28/2025 | Addison Capital Co | 2,711 | $541K | 0.2% | -4.6% | 0.001% | |
5/27/2025 | Jacobi Capital Management LLC | 68,825 | $13.73M | 1.0% | +6.9% | 0.023% | |
5/27/2025 | Advisors Capital Management LLC | 3,297 | $658K | 0.0% | -26.2% | 0.001% | |
5/21/2025 | MBL Wealth LLC | 6,640 | $1.33M | 0.1% | -2.7% | 0.002% | |
5/21/2025 | McAdam LLC | 1,615 | $322K | 0.0% | -34.7% | 0.001% | |
5/21/2025 | Geneos Wealth Management Inc. | 30,828 | $6.15M | 0.2% | +4.0% | 0.010% | |
5/21/2025 | Bluefin Capital Management LLC | 51,061 | $10.19M | 7.4% | N/A | 0.017% | |
5/20/2025 | Fortis Capital Advisors LLC | 1,181 | $236K | 0.0% | -87.7% | 0.000% | |
5/20/2025 | Belpointe Asset Management LLC | 16,267 | $3.25M | 0.2% | -55.8% | 0.005% | |
5/20/2025 | Focus Partners Wealth | 348,723 | $69.57M | 0.2% | -11.4% | 0.115% | |
5/20/2025 | Flaharty Asset Management LLC | 2,768 | $552K | 0.1% | -11.3% | 0.001% | |
5/20/2025 | Integrity Alliance LLC. | 9,243 | $1.84M | 0.1% | +9.6% | 0.003% | |
5/20/2025 | Glenview Trust co | 84,190 | $16.80M | 0.3% | -0.4% | 0.028% | |
5/20/2025 | Aspen Investment Management Inc | 32,190 | $6.42M | 3.0% | -14.7% | 0.011% | |
5/19/2025 | SageView Advisory Group LLC | 5,200 | $1.04M | 0.0% | -3.5% | 0.002% | |
5/19/2025 | Game Plan Financial Advisors LLC | 4,420 | $882K | 0.4% | -51.9% | 0.001% | |
5/19/2025 | SCS Capital Management LLC | 47,850 | $9.55M | 0.1% | +2,231.9% | 0.016% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 9,300 | $1.86M | 0.0% | +16.3% | 0.003% | |
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5/19/2025 | Legacy Advisory Services LLC | 18,106 | $3.61M | 3.1% | N/A | 0.006% | |
5/16/2025 | McIlrath & Eck LLC | 1,113 | $222K | 0.0% | -6.6% | 0.000% | |
5/16/2025 | Empowered Funds LLC | 4,603 | $918K | 0.0% | -82.9% | 0.002% | |
5/16/2025 | AAF Wealth Management LLC | 2,919 | $582K | 0.3% | -6.1% | 0.001% | |
5/16/2025 | Ascent Group LLC | 13,120 | $2.62M | 0.1% | N/A | 0.004% | |
5/16/2025 | Arete Wealth Advisors LLC | 27,378 | $5.46M | 0.4% | +2.8% | 0.009% | |
5/16/2025 | Great Lakes Advisors LLC | 13,132 | $2.62M | 0.0% | -83.0% | 0.004% | |
5/16/2025 | Caxton Associates LLP | 8,476 | $1.69M | 0.1% | N/A | 0.003% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 40,373 | $8.05M | 0.3% | -1.2% | 0.013% | |
5/16/2025 | Resources Management Corp CT ADV | 546 | $109K | 0.0% | -11.4% | 0.000% | |
5/16/2025 | Jones Financial Companies Lllp | 7,791,161 | $1.56B | 1.4% | -7.7% | 2.578% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 6,069 | $1.21M | 0.9% | N/A | 0.002% | |
5/16/2025 | Rise Advisors LLC | 2,048 | $409K | 0.2% | +6.7% | 0.001% | |
5/16/2025 | Punch & Associates Investment Management Inc. | 140 | $28K | 0.0% | -71.4% | 0.000% | |
5/16/2025 | Plancorp LLC | 5,059 | $1.01M | 0.0% | +92.9% | 0.002% | |
5/16/2025 | New England Asset Management Inc. | 13,570 | $2.71M | 0.4% | +3.0% | 0.004% | |
5/16/2025 | NWI Management LP | 5,000 | $997K | 0.1% | N/A | 0.002% | |
5/16/2025 | NewEdge Advisors LLC | 109,448 | $21.83M | 0.1% | -6.8% | 0.036% | |
5/16/2025 | Integrated Wealth Concepts LLC | 70,919 | $14.15M | 0.2% | -5.4% | 0.023% | |
5/16/2025 | Investmark Advisory Group LLC | 1,553 | $310K | 0.2% | +5.5% | 0.001% | |
5/16/2025 | KADENSA CAPITAL Ltd | 79,277 | $15.82M | 2.0% | +33.5% | 0.026% | |
5/16/2025 | Kettle Hill Capital Management LLC | 34,102 | $6.80M | 1.9% | -50.3% | 0.011% | |
5/16/2025 | Hancock Whitney Corp | 34,010 | $6.79M | 0.2% | -20.3% | 0.011% | |
5/16/2025 | Edmond DE Rothschild Holding S.A. | 6,389 | $1.28M | 0.0% | -10.4% | 0.002% | |
5/16/2025 | Clark Capital Management Group Inc. | 2,348 | $468K | 0.0% | -67.6% | 0.001% | |
5/16/2025 | Curi RMB Capital LLC | 13,481 | $2.69M | 0.1% | -52.2% | 0.004% | |
5/16/2025 | Bosun Asset Management LLC | 11,156 | $2.23M | 1.0% | +45.8% | 0.004% | |
5/16/2025 | Broadwood Capital Inc. | 474,920 | $94.74M | 7.7% | -8.7% | 0.157% | |
5/16/2025 | Alliancebernstein L.P. | 562,339 | $112.18M | 0.0% | -47.9% | 0.186% | |
5/16/2025 | Banque Transatlantique SA | 1,534 | $283K | 0.0% | +27.4% | 0.001% | |
5/16/2025 | AQR Capital Management LLC | 121,729 | $24.28M | 0.0% | +14.1% | 0.040% | |
5/16/2025 | AlTi Global Inc. | 23,212 | $4.63M | 0.1% | -15.8% | 0.008% | |
5/16/2025 | Amundi | 195 | $37K | 0.0% | -89.7% | 0.000% | |
5/16/2025 | Ancora Advisors LLC | 6,191 | $1.24M | 0.0% | -1.8% | 0.002% | |
5/16/2025 | Aprio Wealth Management LLC | 5,679 | $1.13M | 0.1% | +1.2% | 0.002% | |
5/16/2025 | 1 North Wealth Services LLC | 170 | $34K | 0.0% | N/A | 0.000% | |
5/16/2025 | 59 North Capital Management LP | 1,731,163 | $345.35M | 12.4% | +107.8% | 0.573% | |
5/15/2025 | Paragon Private Wealth Management LLC | 1,587 | $317K | 0.1% | N/A | 0.001% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 52,021 | $10.38M | 0.1% | -37.0% | 0.017% | |
5/15/2025 | Perbak Capital Partners LLP | 3,881 | $774K | 0.6% | -94.3% | 0.001% | |
5/15/2025 | EP Wealth Advisors LLC | 45,887 | $9.15M | 0.1% | +4.2% | 0.015% | |
5/15/2025 | LGL Partners LLC | 11,816 | $2.36M | 1.1% | -1.7% | 0.004% | |
5/15/2025 | First Manhattan CO. LLC. | 1,555 | $310K | 0.0% | +6.2% | 0.001% | |
5/15/2025 | Durable Capital Partners LP | 1,263,352 | $252.03M | 2.3% | +46.9% | 0.418% | |
5/15/2025 | Paloma Partners Management Co | 773 | $154K | 0.0% | -91.6% | 0.000% | |
5/15/2025 | Core Wealth Advisors Inc. | 4,608 | $919K | 0.3% | -1.4% | 0.002% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 23,547 | $4.70M | 0.1% | +15.0% | 0.008% | |
5/15/2025 | Flputnam Investment Management Co. | 57,317 | $11.43M | 0.2% | -10.0% | 0.019% | |
5/15/2025 | Point72 Europe London LLP | 96,221 | $19.20M | 1.3% | N/A | 0.032% | |
5/15/2025 | Alpine Global Management LLC | 3,787 | $755K | 0.2% | -90.2% | 0.001% | |
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5/15/2025 | Betterment LLC | 5,889 | $1.18M | 0.0% | -3.6% | 0.002% | |
5/15/2025 | Ananym Capital Management LP | 1,695 | $338K | 0.2% | -91.8% | 0.001% | |
5/15/2025 | Alamea Verwaltungs GmbH | 5,025 | $1.00M | 0.9% | N/A | 0.002% | |
5/15/2025 | Retirement Planning Co of New England Inc. | 1,270 | $253K | 0.1% | -15.1% | 0.000% | |
5/15/2025 | Cura Wealth Advisors LLC | 1,121 | $224K | 0.1% | -34.9% | 0.000% | |
5/15/2025 | Calton & Associates Inc. | 17,828 | $3.56M | 0.8% | +419.3% | 0.006% | |
5/15/2025 | Connecticut Wealth Management LLC | 26,157 | $5.22M | 0.3% | -12.3% | 0.009% | |
5/15/2025 | Benchmark Investment Advisors LLC | 3,383 | $675K | 0.4% | -30.8% | 0.001% | |
5/15/2025 | Titleist Asset Management LLC | 127,133 | $25.36M | 2.9% | -0.8% | 0.042% | |
5/15/2025 | Baird Financial Group Inc. | 578,874 | $115.48M | 0.2% | -0.7% | 0.192% | |