5/17/2024 | Tidal Investments LLC | 9,986 | $373K | 0.0% | N/A | 0.000% | |
5/15/2024 | Earnest Partners LLC | 44,299 | $1.65M | 0.0% | -50.5% | 0.000% | |
5/15/2024 | SVB Wealth LLC | 10,929 | $407K | 0.0% | -26.2% | 0.000% | |
5/15/2024 | Mount Yale Investment Advisors LLC | 17,055 | $635K | 0.0% | -24.8% | 0.000% | |
5/15/2024 | LRI Investments LLC | 900 | $34K | 0.0% | N/A | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 18,398 | $685K | 0.0% | -5.6% | 0.000% | |
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5/14/2024 | EntryPoint Capital LLC | 1,337 | $50K | 0.0% | -41.1% | 0.000% | |
5/14/2024 | Pitcairn Co. | 6,740 | $251K | 0.0% | N/A | 0.000% | |
5/14/2024 | CANADA LIFE ASSURANCE Co | 23,024 | $856K | 0.0% | -15.4% | 0.001% | |
5/14/2024 | Lake Street Advisors Group LLC | 16,658 | $620K | 0.0% | +18.7% | 0.000% | |
5/13/2024 | Seven Eight Capital LP | 40,536 | $1.51M | 0.2% | N/A | 0.000% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 489,440 | $18.22M | 0.2% | -1.7% | 0.000% | |
5/11/2024 | Trustmark National Bank Trust Department | 113,656 | $4.23M | 0.3% | -1.3% | 0.000% | |
5/10/2024 | Acadian Asset Management LLC | 4,229 | $157K | 0.0% | N/A | 0.000% | |
5/9/2024 | Forum Financial Management LP | 43,870 | $1.63M | 0.0% | +3.6% | 0.003% | |
5/9/2024 | RFP Financial Group LLC | 662 | $25K | 0.0% | +91.3% | 0.000% | |
5/9/2024 | SageView Advisory Group LLC | 18,984 | $707K | 0.0% | N/A | 0.001% | |
5/9/2024 | Mitsubishi UFJ Asset Management Co. Ltd. | 18,275 | $680K | 0.0% | -7.3% | 0.001% | |
5/8/2024 | US Bancorp DE | 189,723 | $7.06M | 0.0% | -9.3% | 0.000% | |
5/8/2024 | Russell Investments Group Ltd. | 5,866 | $218K | 0.0% | +35.3% | 0.000% | |
5/8/2024 | QRG Capital Management Inc. | 271,976 | $10.13M | 0.1% | +8.3% | 0.000% | |
5/8/2024 | Headlands Technologies LLC | 8,091 | $301K | 0.1% | +124.1% | 0.000% | |
5/8/2024 | Legacy Capital Group California Inc. | 17,899 | $666K | 0.2% | -1.8% | 0.000% | |
5/7/2024 | Sei Investments Co. | 167,379 | $6.23M | 0.0% | -13.9% | 0.000% | |
5/7/2024 | Atomi Financial Group Inc. | 15,963 | $594K | 0.1% | +18.9% | 0.000% | |
5/7/2024 | Mondrian Investment Partners LTD | 5,176,690 | $191.54M | 2.7% | +20.9% | 0.000% | |
5/7/2024 | Equity Investment Corp | 2,028,328 | $75.52M | 1.9% | +2.6% | 0.000% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 46,249 | $1.72M | 0.0% | -22.9% | 0.000% | |
5/6/2024 | Quantbot Technologies LP | 6,093 | $227K | 0.0% | N/A | 0.000% | |
5/6/2024 | LSV Asset Management | 502,342 | $18.70M | 0.0% | +2.5% | 0.000% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 18,861 | $702K | 0.0% | +2.1% | 0.000% | |
5/6/2024 | Gallacher Capital Management LLC | 13,370 | $498K | 0.3% | +2.6% | 0.000% | |
5/3/2024 | Signaturefd LLC | 41,334 | $1.54M | 0.0% | +11.2% | 0.000% | |
5/3/2024 | Callan Capital LLC | 21,799 | $812K | 0.1% | +215.8% | 0.000% | |
5/3/2024 | WealthTrust Asset Management LLC | 23,650 | $880K | 0.7% | N/A | 0.000% | |
5/3/2024 | Central Pacific Bank Trust Division | 7,200 | $265K | 0.0% | N/A | 0.000% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 2,675 | $100K | 0.0% | -12.0% | 0.000% | |
5/2/2024 | Fidelis Capital Partners LLC | 2,868 | $107K | 0.0% | N/A | 0.000% | |
5/2/2024 | Allen Wealth Management LLC | 50,182 | $1.87M | 1.6% | +0.9% | 0.000% | |
5/2/2024 | PDS Planning Inc | 11,409 | $425K | 0.0% | N/A | 0.000% | |
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5/1/2024 | Intelligence Driven Advisers LLC | 7,207 | $268K | 0.0% | +9.3% | 0.000% | |
5/1/2024 | Sequoia Financial Advisors LLC | 21,521 | $801K | 0.0% | +5.9% | 0.000% | |
5/1/2024 | Private Advisor Group LLC | 10,389 | $387K | 0.0% | +9.3% | 0.000% | |
4/30/2024 | Lodestone Wealth Management LLC | 6,408 | $239K | 0.1% | -5.5% | 0.000% | |
4/30/2024 | Caprock Group LLC | 19,456 | $724K | 0.0% | N/A | 0.000% | |
4/30/2024 | Perigon Wealth Management LLC | 7,036 | $262K | 0.0% | N/A | 0.000% | |
4/30/2024 | Allspring Global Investments Holdings LLC | 3,349 | $125K | 0.0% | N/A | 0.000% | |
4/30/2024 | Commonwealth Equity Services LLC | 35,089 | $1.31M | 0.0% | -50.1% | 0.000% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 4,632 | $172K | 0.0% | N/A | 0.000% | |
4/29/2024 | Heritage Investors Management Corp | 22,535 | $839K | 0.0% | -2.4% | 0.000% | |
4/29/2024 | XY Capital Ltd | 256,520 | $9.55M | 4.3% | -15.1% | 0.000% | |
4/26/2024 | Harrington Investments INC | 39,414 | $1.47M | 0.8% | -1.2% | 0.000% | |
4/26/2024 | Yousif Capital Management LLC | 31,393 | $1.17M | 0.0% | +5.9% | 0.000% | |
4/26/2024 | Sage Rhino Capital LLC | 5,474 | $204K | 0.0% | N/A | 0.000% | |
4/25/2024 | Lindbrook Capital LLC | 4,319 | $161K | 0.0% | +11.6% | 0.000% | |
4/25/2024 | Aaron Wealth Advisors LLC | 13,137 | $489K | 0.1% | +88.9% | 0.000% | |
4/24/2024 | Spire Wealth Management | 1,439 | $54K | 0.0% | +206.8% | 0.000% | |
4/23/2024 | BSW Wealth Partners | 19,953 | $743K | 0.1% | +108.0% | 0.000% | |
4/23/2024 | Global Retirement Partners LLC | 1,869 | $70K | 0.0% | -17.4% | 0.000% | |
4/23/2024 | Fifth Third Bancorp | 14,105 | $525K | 0.0% | +2.6% | 0.000% | |
4/23/2024 | KLR Investment Advisors LLC | 6,439 | $222K | 0.2% | -24.3% | 0.000% | |
4/23/2024 | Wealth Effects LLC | 7,073 | $263K | 0.1% | -9.0% | 0.000% | |
4/22/2024 | Nicholas Hoffman & Company LLC. | 19,111 | $712K | 0.0% | -3.6% | 0.000% | |
4/22/2024 | Nilsine Partners LLC | 8,572 | $319K | 0.0% | N/A | 0.000% | |
4/22/2024 | Raymond James & Associates | 326,595 | $12.16M | 0.0% | +1.1% | 0.000% | |
4/22/2024 | Accordant Advisory Group Inc | 800 | $30K | 0.0% | N/A | 0.000% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 62,013 | $2.31M | 0.6% | +2.7% | 0.000% | |
4/19/2024 | First Trust Direct Indexing L.P. | 40,131 | $1.49M | 0.1% | -9.4% | 0.000% | |
4/19/2024 | Abundance Wealth Counselors | 33,156 | $1.23M | 0.3% | +2.7% | 0.000% | |
4/18/2024 | Naviter Wealth LLC | 31,860 | $1.19M | 0.2% | +17.2% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 3,349 | $125K | 0.0% | N/A | 0.000% | |
4/18/2024 | Hexagon Capital Partners LLC | 3,323 | $124K | 0.0% | +55.3% | 0.000% | |
4/17/2024 | Baker Ellis Asset Management LLC | 26,350 | $981K | 0.1% | -3.7% | 0.000% | |
4/16/2024 | Addenda Capital Inc. | 201,136 | $7.49M | 0.4% | -0.3% | 0.000% | |
4/16/2024 | 180 Wealth Advisors LLC | 20,337 | $757K | 0.1% | +4.9% | 0.000% | |
4/15/2024 | Janiczek Wealth Management LLC | 20,152 | $750K | 0.2% | +27.3% | 0.000% | |
4/15/2024 | DGS Capital Management LLC | 84,262 | $3.14M | 0.9% | +30.3% | 0.000% | |
4/11/2024 | Ballentine Partners LLC | 10,598 | $395K | 0.0% | +26.7% | 0.001% | |
4/11/2024 | International Assets Investment Management LLC | 10,350 | $381K | 0.0% | -4.6% | 0.001% | |
4/11/2024 | Pflug Koory LLC | 3,741 | $139K | 0.1% | -17.8% | 0.000% | |
4/11/2024 | BTC Capital Management Inc. | 37,080 | $1.38M | 0.1% | N/A | 0.002% | |
4/10/2024 | Bruce G. Allen Investments LLC | 5,587 | $208K | 0.2% | -5.9% | 0.000% | |
4/9/2024 | Richard P Slaughter Associates Inc | 46,173 | $1.72M | 0.4% | -7.9% | 0.000% | |
4/9/2024 | Rise Advisors LLC | 713 | $27K | 0.0% | N/A | 0.000% | |
4/5/2024 | First Hawaiian Bank | 169,868 | $6.32M | 0.2% | -7.1% | 0.010% | |
4/5/2024 | GAMMA Investing LLC | 1,673 | $62K | 0.0% | +23.0% | 0.000% | |
4/5/2024 | CWM LLC | 4,573 | $170K | 0.0% | +30.0% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 48,734 | $1.51M | 0.0% | +13.1% | 0.003% | |
3/22/2024 | PNC Financial Services Group Inc. | 53,839 | $1.66M | 0.0% | -71.7% | 0.003% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 27,733 | $857K | 0.0% | N/A | 0.002% | |
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3/5/2024 | Fisher Asset Management LLC | 9,644,064 | $298.10M | 0.1% | +2.5% | 0.564% | |
3/1/2024 | Goldman Sachs Group Inc. | 1,672,791 | $51.71M | 0.0% | -0.1% | 0.098% | |
2/26/2024 | Virtu Financial LLC | 12,189 | $377K | 0.0% | -47.0% | 0.001% | |
2/22/2024 | Sierra Summit Advisors LLC | 16,218 | $501K | 0.1% | N/A | 0.001% | |
2/14/2024 | Strategic Global Advisors LLC | 8,694 | $269K | 0.1% | +15.5% | 0.001% | |
2/14/2024 | American Trust Investment Advisors LLC | 9,425 | $291K | 0.2% | -17.5% | 0.001% | |
2/14/2024 | Allen Wealth Management LLC | 49,734 | $1.54M | 1.5% | N/A | 0.003% | |
2/14/2024 | Logan Capital Management Inc. | 79,301 | $2.45M | 0.1% | -10.0% | 0.005% | |
2/13/2024 | Crossmark Global Holdings Inc. | 123,851 | $3.83M | 0.1% | +3.0% | 0.007% | |
2/13/2024 | Lake Street Advisors Group LLC | 14,039 | $434K | 0.0% | -5.2% | 0.001% | |