7/3/2025 | First Hawaiian Bank | 16,345 | $3.35M | 0.5% | +0.9% | 0.000% | |
7/3/2025 | Trinity Financial Advisors LLC | 39,090 | $8.02M | 2.5% | +34.8% | 0.000% | |
7/3/2025 | Arvest Investments Inc. | 20,175 | $4.14M | 0.6% | +4.0% | 0.000% | |
7/3/2025 | CPA Asset Management LLC | 18,083 | $3.71M | 1.6% | -0.5% | 0.000% | |
7/3/2025 | TrueWealth Advisors LLC | 11,030 | $2.26M | 0.7% | -2.9% | 0.000% | |
7/3/2025 | Collective Family Office LLC | 12,606 | $2.59M | 0.7% | -7.4% | 0.000% | |
7/3/2025 | McLean Asset Management Corp | 98,957 | $21.02M | 5.5% | +0.5% | 0.001% | |
7/3/2025 | Sage Capital Advisors llc | 147,766 | $30.32M | 7.5% | -3.0% | 0.001% | |
7/3/2025 | Trust Co of the South | 85,907 | $17.63M | 3.1% | +0.3% | 0.001% | |
7/3/2025 | Fiduciary Financial Group LLC | 185,072 | $38.46M | 7.0% | +6.7% | 0.001% | |
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7/3/2025 | City Center Advisors LLC | 3,878 | $796K | 0.9% | +7.5% | 0.000% | |
7/2/2025 | McAlister Sweet & Associates Inc. | 38,127 | $7.82M | 7.9% | +27.0% | 0.000% | |
7/2/2025 | Norway Savings Bank | 42,227 | $8.66M | 4.4% | -2.9% | 0.000% | |
7/2/2025 | Capital Market Strategies LLC | 57,805 | $11.86M | 8.2% | -7.1% | 0.000% | |
7/2/2025 | S. R. Schill & Associates | 1,047 | $215K | 0.2% | N/A | 0.000% | |
7/2/2025 | InvesTrust | 29,056 | $5.96M | 2.3% | -32.1% | 0.000% | |
7/2/2025 | Boston Standard Wealth Management LLC | 3,462 | $710K | 0.1% | -13.5% | 0.000% | |
7/2/2025 | HBW Advisory Services LLC | 47,935 | $9.84M | 1.2% | +27.6% | 0.000% | |
7/2/2025 | Helen Stephens Group LLC | 11,783 | $2.42M | 0.6% | +1.3% | 0.000% | |
7/2/2025 | Crumly & Associates Inc. | 19,022 | $3.90M | 1.0% | -3.0% | 0.000% | |
7/2/2025 | Howard Financial Services LTD. | 132,520 | $27.19M | 3.6% | -1.8% | 0.001% | |
7/2/2025 | Doliver Advisors LP | 25,240 | $5.18M | 1.4% | -2.1% | 0.000% | |
7/2/2025 | First Financial Bank Trust Division | 128,506 | $26.37M | 2.3% | -3.2% | 0.001% | |
7/2/2025 | Jacobs & Co. CA | 254,468 | $52.21M | 5.2% | +3.7% | 0.002% | |
7/2/2025 | Marotta Asset Management | 7,558 | $1.55M | 0.3% | -11.1% | 0.000% | |
7/2/2025 | LVM Capital Management Ltd. MI | 387,208 | $79.44M | 8.2% | -0.9% | 0.003% | |
7/2/2025 | Waller Financial Planning Group Inc. | 24,056 | $4.94M | 1.2% | -0.4% | 0.000% | |
7/2/2025 | Neville Rodie & Shaw Inc. | 540,790 | $110.95M | 8.2% | -5.0% | 0.004% | |
7/2/2025 | Central Pacific Bank Trust Division | 76,838 | $15.77M | 2.0% | -15.9% | 0.001% | |
7/1/2025 | Cacti Asset Management LLC | 539,286 | $108.44M | 7.9% | 0.0% | 0.004% | |
7/1/2025 | Legacy Wealth Management LLC MS | 109,347 | $22.44M | 6.8% | -54.5% | 0.001% | |
7/1/2025 | Park National Corp OH | 478,791 | $98.23M | 3.2% | -1.9% | 0.003% | |
7/1/2025 | First National Bank Sioux Falls | 22,357 | $4.59M | 1.7% | -8.7% | 0.000% | |
7/1/2025 | Stonebridge Capital Management Inc. | 86,738 | $17.80M | 7.0% | +0.1% | 0.001% | |
7/1/2025 | Kera Capital Partners Inc. | 15,727 | $3.23M | 0.6% | +35.1% | 0.000% | |
7/1/2025 | Private Client Services LLC | 22,080 | $4.53M | 1.8% | +59.9% | 0.000% | |
7/1/2025 | Rowlandmiller & PARTNERS.ADV | 136,395 | $27.98M | 5.8% | +0.1% | 0.001% | |
7/1/2025 | Stonehearth Capital Management LLC | 15,751 | $3.23M | 1.3% | -2.3% | 0.000% | |
7/1/2025 | Cullen Investment Group LTD. | 211,592 | $43.41M | 6.1% | +0.3% | 0.001% | |
6/30/2025 | Pensionfund Sabic | 34,280 | $7.62M | 2.3% | -14.9% | 0.000% | |
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6/27/2025 | AdviceOne Advisory Services LLC | 13,199 | $2.93M | 2.4% | +1.7% | 0.000% | |
6/26/2025 | AG2R LA Mondiale Gestion D Actifs | 553,689 | $122.99M | 7.0% | N/A | 0.004% | |
6/24/2025 | Rainier Family Wealth Inc. | 15,168 | $3.37M | 4.0% | -0.6% | 0.000% | |
6/23/2025 | Swedbank AB | 19,179,656 | $4.26B | 5.7% | +2.4% | 0.128% | |
6/18/2025 | Voya Investment Management LLC | 15,917,703 | $3.53B | 3.9% | +10.8% | 0.107% | |
6/17/2025 | Howe & Rusling Inc. | 154,755 | $34.38M | 2.9% | -0.9% | 0.001% | |
6/17/2025 | Guinness Asset Management LTD | 178,541 | $39.65M | 0.8% | +5.3% | 0.001% | |
6/16/2025 | Maple Capital Management Inc. | 509,560 | $113.19M | 8.7% | +0.5% | 0.003% | |
6/16/2025 | Lynx Investment Advisory | 26,599 | $5.91M | 3.9% | +0.8% | 0.000% | |
6/16/2025 | Peterson Wealth Management | 10,366 | $2.30M | 1.6% | -60.0% | 0.000% | |
6/13/2025 | Optima Capital LLC | 5,093 | $1.13M | 0.7% | -4.9% | 0.000% | |
6/11/2025 | Kondo Wealth Advisors Inc. | 12,051 | $2.68M | 1.3% | +4.5% | 0.000% | |
6/10/2025 | Birchbrook Inc. | 11,856 | $2.63M | 1.5% | -0.7% | 0.000% | |
6/9/2025 | 1248 Management LLC | 38,709 | $8.60M | 3.5% | -0.3% | 0.000% | |
6/6/2025 | First Long Island Investors LLC | 148,409 | $32.97M | 2.7% | -5.5% | 0.001% | |
6/6/2025 | eCIO Inc. | 539 | $120K | 0.0% | N/A | 0.000% | |
6/6/2025 | Blue Oak Capital LLC | 4,864 | $1.08M | 0.6% | -50.0% | 0.000% | |
6/5/2025 | Fruth Investment Management | 33,156 | $7.36M | 2.0% | -3.0% | 0.000% | |
6/5/2025 | Cim LLC | 77,209 | $17.15M | 2.5% | -7.4% | 0.001% | |
6/5/2025 | Osterweis Capital Management Inc. | 47,302 | $10.51M | 0.0% | -0.6% | 0.000% | |
6/4/2025 | First Hawaiian Bank | 16,205 | $3.60M | 0.2% | -87.7% | 0.000% | |
6/4/2025 | Harold Davidson & Associates Inc. | 205,570 | $45.66M | 24.9% | -1.6% | 0.001% | |
6/3/2025 | CBIZ Investment Advisory Services LLC | 17,759 | $3.95M | 0.2% | +4.2% | 0.000% | |
6/3/2025 | Invst LLC | 41,542 | $9.23M | 1.3% | -11.7% | 0.000% | |
6/2/2025 | Cim Investment Management Inc. | 45,294 | $10.06M | 2.3% | -6.8% | 0.000% | |
6/2/2025 | Hodges Capital Management Inc. | 60,483 | $13.44M | 1.4% | -23.2% | 0.000% | |
6/2/2025 | Integrity Wealth Advisors Inc. | 18,476 | $4.10M | 3.0% | -8.4% | 0.000% | |
6/2/2025 | Modern Wealth Management LLC | 349,317 | $77.59M | 2.5% | +11.8% | 0.002% | |
5/29/2025 | Nova Wealth Management Inc. | 5,678 | $1.26M | 1.1% | +2.5% | 0.000% | |
5/29/2025 | Plum Street Advisors LLC | 7,889 | $1.75M | 0.8% | +4.0% | 0.000% | |
5/29/2025 | Apeiron RIA LLC | 13,094 | $2.91M | 0.9% | -4.4% | 0.000% | |
5/28/2025 | Jones Financial Companies Lllp | 1,926,440 | $421.24M | 0.4% | +31.6% | 0.013% | |
5/28/2025 | Birmingham Capital Management Co. Inc. AL | 22,242 | $4.94M | 1.9% | -7.6% | 0.000% | |
5/28/2025 | Vista Cima Wealth Management LLC | 22,798 | $5.06M | 3.7% | +0.6% | 0.000% | |
5/28/2025 | Silicon Valley Capital Partners | 221,058 | $48.17M | 6.3% | -9.5% | 0.001% | |
5/28/2025 | Anderson Financial Strategies LLC | 2,906 | $646K | 0.4% | +5,830.6% | 0.000% | |
5/28/2025 | Strs Ohio | 5,451,847 | $1.21B | 5.1% | N/A | 0.037% | |
5/28/2025 | GK Wealth Management LLC | 9,792 | $2.18M | 2.5% | -11.7% | 0.000% | |
5/28/2025 | Ellsworth Advisors LLC | 35,493 | $7.88M | 2.1% | +0.9% | 0.000% | |
5/28/2025 | Wealth Management Associates Inc. | 65,929 | $14.65M | 6.3% | -0.6% | 0.000% | |
5/28/2025 | Intrua Financial LLC | 59,699 | $13.26M | 1.9% | -13.9% | 0.000% | |
5/28/2025 | Addison Capital Co | 23,628 | $5.25M | 2.1% | -4.3% | 0.000% | |
5/28/2025 | Turn8 Private Wealth Inc. | 16,646 | $3.70M | 2.9% | +9.3% | 0.000% | |
5/27/2025 | Jacobi Capital Management LLC | 100,859 | $22.40M | 1.7% | +1.3% | 0.001% | |
5/27/2025 | Carderock Capital Management Inc. | 52,899 | $11.75M | 3.1% | -10.0% | 0.000% | |
5/27/2025 | Advisors Capital Management LLC | 908,849 | $201.88M | 3.1% | -11.3% | 0.006% | |
5/27/2025 | SWS Partners | 6,165 | $1.37M | 0.4% | +2.4% | 0.000% | |
5/27/2025 | Iron Gate Global Advisors LLC | 294,699 | $65.46M | 9.0% | -0.5% | 0.002% | |
5/23/2025 | Triune Financial Partners LLC | 1,950 | $433K | 0.1% | +98.8% | 0.000% | |
5/23/2025 | Strategic Financial Services Inc. | 72,974 | $16.21M | 0.9% | -2.3% | 0.000% | |
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5/23/2025 | Twin Lakes Capital Management LLC | 81,563 | $18.12M | 10.1% | -0.9% | 0.001% | |
5/22/2025 | Rollins Financial Advisors LLC | 318,090 | $70.66M | 12.3% | -3.6% | 0.002% | |
5/22/2025 | Mattson Financial Services LLC | 37,155 | $8.25M | 2.5% | +6.3% | 0.000% | |
5/22/2025 | BOS Asset Management LLC | 30,897 | $6.86M | 2.4% | -3.9% | 0.000% | |
5/22/2025 | WBI Investments LLC | 14,017 | $3.11M | 0.8% | +12.6% | 0.000% | |
5/22/2025 | Kilter Group LLC | 6,391 | $1.42M | 0.9% | -2.7% | 0.000% | |
5/22/2025 | Chelsea Counsel Co. | 91,476 | $20.32M | 11.0% | -3.4% | 0.001% | |
5/21/2025 | Westbourne Investments Inc. | 29,321 | $6.51M | 3.9% | -4.5% | 0.000% | |
5/21/2025 | Indiana Trust & Investment Management Co | 59,994 | $13.33M | 4.8% | -2.8% | 0.000% | |
5/21/2025 | MBL Wealth LLC | 89,997 | $19.99M | 2.0% | +2.1% | 0.001% | |