5/30/2024 | Cambridge Trust Co. | 289,099 | $46.91M | 1.8% | -0.8% | 0.012% | |
5/30/2024 | Motiv8 Investments LLC | 4,724 | $767K | 0.6% | +16.4% | 0.000% | |
5/30/2024 | Peninsula Wealth LLC | 1,353 | $219K | 0.0% | N/A | 0.000% | |
5/29/2024 | Pathway Financial Advisers LLC | 27,355 | $4.44M | 1.6% | N/A | 0.001% | |
5/29/2024 | Birmingham Capital Management Co. Inc. AL | 52,393 | $8.50M | 3.1% | -2.3% | 0.002% | |
5/29/2024 | Soltis Investment Advisors LLC | 33,029 | $5.36M | 0.6% | -1.7% | 0.001% | |
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5/29/2024 | Alexander Labrunerie & CO. Inc. | 10,193 | $1.65M | 0.9% | N/A | 0.000% | |
5/29/2024 | Clean Yield Group | 19,121 | $3.10M | 1.2% | -4.5% | 0.001% | |
5/29/2024 | Garde Capital Inc. | 4,914 | $797K | 0.1% | -13.5% | 0.000% | |
5/28/2024 | Boston Partners | 33,483 | $5.43M | 0.0% | +2.8% | 0.001% | |
5/28/2024 | Teachers Retirement System of The State of Kentucky | 303,088 | $49.18M | 0.4% | -5.2% | 0.013% | |
5/24/2024 | Cetera Advisor Networks LLC | 413,783 | $67.14M | 0.3% | -1.0% | 0.018% | |
5/24/2024 | Cetera Advisors LLC | 252,831 | $41.02M | 0.3% | +61.7% | 0.011% | |
5/24/2024 | Cetera Investment Advisers | 768,589 | $124.70M | 0.3% | +313.5% | 0.033% | |
5/24/2024 | Invst LLC | 14,707 | $2.36M | 0.3% | +7.8% | 0.001% | |
5/24/2024 | Dodds Wealth LLC | 1,311 | $213K | 0.1% | N/A | 0.000% | |
5/24/2024 | PGGM Investments | 101,393 | $16.45M | 0.2% | -48.3% | 0.004% | |
5/23/2024 | Community Trust & Investment Co. | 124,490 | $20.20M | 1.4% | +0.7% | 0.005% | |
5/23/2024 | Raelipskie Partnership | 10,275 | $1.67M | 0.9% | -12.8% | 0.000% | |
5/23/2024 | Austin Wealth Management LLC | 1,680 | $282K | 0.1% | -86.5% | 0.000% | |
5/22/2024 | Burney Co. | 78,212 | $12.69M | 0.5% | -1.4% | 0.003% | |
5/22/2024 | First City Capital Management Inc. | 15,023 | $2.44M | 1.4% | -13.2% | 0.001% | |
5/22/2024 | Orleans Capital Management Corp LA | 20,287 | $3.29M | 2.2% | -8.5% | 0.001% | |
5/22/2024 | Koesten Hirschmann & Crabtree INC. | 2,124 | $345K | 0.2% | +9.0% | 0.000% | |
5/22/2024 | Second Line Capital LLC | 2,194 | $356K | 0.1% | +12.9% | 0.000% | |
5/21/2024 | Atria Investments Inc | 178,718 | $29.00M | 0.4% | +7.0% | 0.008% | |
5/21/2024 | Swedbank AB | 1,440,909 | $233.79M | 0.3% | N/A | 0.061% | |
5/21/2024 | Sanibel Captiva Trust Company Inc. | 195,805 | $31.77M | 1.1% | +1.5% | 0.008% | |
5/21/2024 | LRI Investments LLC | 6,099 | $990K | 0.1% | N/A | 0.000% | |
5/21/2024 | Arrow Financial Corp | 32,599 | $5.29M | 0.5% | -2.6% | 0.001% | |
5/20/2024 | Independent Wealth Network Inc. | 1,763 | $286K | 0.1% | N/A | 0.000% | |
5/20/2024 | Adams Wealth Management | 1,235 | $200K | 0.0% | N/A | 0.000% | |
5/20/2024 | Strategic Wealth Partners Ltd. | 5,290 | $858K | 0.1% | -8.1% | 0.000% | |
5/20/2024 | Pacific Center for Financial Services | 8,472 | $1.38M | 0.4% | +171.0% | 0.000% | |
5/20/2024 | Bullseye Investment Management LLC | 3,334 | $541K | 0.3% | +4.2% | 0.000% | |
5/17/2024 | Wahed Invest LLC | 46,284 | $7.51M | 1.7% | +15.4% | 0.002% | |
5/17/2024 | Citizens Financial Group Inc. RI | 454,742 | $73.78M | 2.4% | -4.0% | 0.019% | |
5/17/2024 | CCM Investment Advisers LLC | 68,311 | $11.08M | 1.3% | +10.8% | 0.003% | |
5/17/2024 | National Wealth Management Group LLC | 11,670 | $1.89M | 1.5% | +2.8% | 0.000% | |
5/17/2024 | Kozak & Associates Inc. | 5,066 | $850K | 0.2% | -2.6% | 0.000% | |
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5/17/2024 | Investmark Advisory Group LLC | 26,054 | $4.23M | 2.3% | -2.4% | 0.001% | |
5/17/2024 | Lummis Asset Management LP | 293 | $48K | 0.1% | -95.6% | 0.000% | |
5/17/2024 | Montchanin Asset Management LLC | 3,391 | $550K | 0.5% | N/A | 0.000% | |
5/17/2024 | New Covenant Trust Company N.A. | 2,951 | $479K | 0.5% | N/A | 0.000% | |
5/17/2024 | Plato Investment Management Ltd | 59,153 | $9.60M | 1.0% | +1,534.1% | 0.003% | |
5/17/2024 | XML Financial LLC | 14,412 | $2.34M | 0.2% | +5.3% | 0.001% | |
5/17/2024 | iA Global Asset Management Inc. | 79,012 | $12.82M | 0.2% | +259.1% | 0.003% | |
5/17/2024 | Garner Asset Management Corp | 3,279 | $532K | 0.3% | +7.9% | 0.000% | |
5/17/2024 | KLCM Advisors Inc. | 9,991 | $1.62M | 0.2% | +3.6% | 0.000% | |
5/17/2024 | Brown Shipley& Co Ltd | 62,588 | $10.05M | 3.2% | +12.0% | 0.003% | |
5/17/2024 | Vista Investment Partners LLC | 11,386 | $1.85M | 0.6% | +12.3% | 0.000% | |
5/17/2024 | LBP AM SA | 156,914 | $25.46M | 1.0% | -58.1% | 0.007% | |
5/17/2024 | Tandem Capital Management Corp ADV | 1,766 | $287K | 0.2% | -8.6% | 0.000% | |
5/17/2024 | First Western Trust Bank | 13,417 | $2.18M | 0.1% | -14.9% | 0.001% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 42,135 | $6.84M | 0.6% | +5.0% | 0.002% | |
5/17/2024 | Beacon Capital Management LLC | 11,371 | $1.85M | 0.4% | +3.7% | 0.000% | |
5/17/2024 | Semmax Financial Advisors Inc. | 15,207 | $2.54M | 0.8% | -10.3% | 0.001% | |
5/17/2024 | Pineridge Advisors LLC | 835 | $135K | 0.0% | -24.3% | 0.000% | |
5/17/2024 | Hancock Whitney Corp | 110,089 | $17.86M | 0.6% | +0.9% | 0.005% | |
5/17/2024 | Comerica Bank | 802,075 | $130.14M | 0.6% | -0.5% | 0.034% | |
5/17/2024 | Alethea Capital Management LLC | 3,219 | $522K | 0.4% | +61.0% | 0.000% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 23,243 | $3.77M | 0.7% | N/A | 0.001% | |
5/17/2024 | Tidal Investments LLC | 110,747 | $17.97M | 0.3% | +5.6% | 0.005% | |
5/17/2024 | DCM Advisors LLC | 11,509 | $1.87M | 0.8% | -1.1% | 0.000% | |
5/17/2024 | Creekmur Asset Management LLC | 6,792 | $1.10M | 0.4% | +54.3% | 0.000% | |
5/16/2024 | Redwood Investment Management LLC | 2,618 | $425K | 0.0% | -38.9% | 0.000% | |
5/16/2024 | California State Teachers Retirement System | 3,839,002 | $622.88M | 0.8% | +0.8% | 0.163% | |
5/16/2024 | Sugar Maple Asset Management LLC | 1,618 | $263K | 0.3% | N/A | 0.000% | |
5/16/2024 | Global Financial Private Client LLC | 13,211 | $2.12M | 0.9% | +2.4% | 0.001% | |
5/16/2024 | Slagle Financial LLC | 33,358 | $5.41M | 2.9% | -59.1% | 0.001% | |
5/16/2024 | Meiji Yasuda Life Insurance Co | 78,891 | $12.80M | 0.3% | -14.5% | 0.003% | |
5/16/2024 | Innova Wealth Partners | 2,508 | $407K | 0.3% | +31.4% | 0.000% | |
5/16/2024 | Levin Capital Strategies L.P. | 7,961 | $1.29M | 0.1% | -5.4% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 163,389 | $26.51M | 0.6% | -11.2% | 0.007% | |
5/16/2024 | Ancora Advisors LLC | 215,736 | $35.00M | 0.8% | +0.6% | 0.009% | |
5/16/2024 | Dynasty Wealth Management LLC | 8,194 | $1.33M | 0.0% | N/A | 0.000% | |
5/16/2024 | Virtus Investment Advisers Inc. | 1,510 | $245K | 0.2% | N/A | 0.000% | |
5/16/2024 | High Falls Advisors Inc | 1,487 | $241K | 0.1% | -32.7% | 0.000% | |
5/16/2024 | Sweeney & Michel LLC | 5,176 | $858K | 0.4% | N/A | 0.000% | |
5/16/2024 | WMS Partners LLC | 36,029 | $5.85M | 0.4% | -5.9% | 0.002% | |
5/16/2024 | Whalerock Point Partners LLC | 18,019 | $2.92M | 0.8% | -4.5% | 0.001% | |
5/16/2024 | Icon Wealth Advisors LLC | 28,618 | $4.64M | 0.4% | -6.8% | 0.001% | |
5/16/2024 | Ilex Capital Partners UK LLP | 1,406,548 | $228.21M | 22.4% | N/A | 0.060% | |
5/16/2024 | Industrial Alliance Investment Management Inc. | 3,427 | $556K | 0.2% | +3.0% | 0.000% | |
5/16/2024 | Ionic Capital Management LLC | 2,422 | $393K | 0.1% | N/A | 0.000% | |
5/16/2024 | Iron Gate Global Advisors LLC | 17,081 | $2.74M | 0.5% | +2.5% | 0.001% | |
5/16/2024 | Janus Henderson Group PLC | 6,008,938 | $974.91M | 0.5% | +1.3% | 0.255% | |
5/16/2024 | Waverly Advisors LLC | 38,958 | $6.32M | 0.1% | +45.2% | 0.002% | |
5/16/2024 | Kinloch Capital LLC | 24,618 | $3.99M | 2.1% | +5.7% | 0.001% | |
5/16/2024 | Silvercrest Asset Management Group LLC | 405,166 | $65.74M | 0.4% | -0.2% | 0.017% | |
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5/16/2024 | Captrust Financial Advisors | 1,302,193 | $211.28M | 0.7% | -4.4% | 0.055% | |
5/16/2024 | Zurich Insurance Group Ltd FI | 29,470 | $4.78M | 0.0% | -92.0% | 0.001% | |
5/16/2024 | Lavaca Capital LLC | 4,006 | $650K | 0.4% | +17.2% | 0.000% | |
5/15/2024 | Ascent Group LLC | 64,749 | $10.51M | 0.9% | -9.2% | 0.003% | |
5/15/2024 | Earnest Partners LLC | 1,301 | $211K | 0.0% | N/A | 0.000% | |
5/15/2024 | SVB Wealth LLC | 188,024 | $30.51M | 0.7% | -2.9% | 0.008% | |
5/15/2024 | QVR LLC | 3,746 | $608K | 0.1% | N/A | 0.000% | |
5/15/2024 | Transcendent Capital Group LLC | 411 | $67K | 0.0% | +94.8% | 0.000% | |
5/15/2024 | Mount Yale Investment Advisors LLC | 44,016 | $7.14M | 0.5% | +1.0% | 0.002% | |
5/15/2024 | Beaird Harris Wealth Management LLC | 2,535 | $411K | 0.0% | +10.7% | 0.000% | |