5/17/2024 | Advisory Resource Group | 932 | $904K | 0.2% | -1.2% | 0.000% | |
5/17/2024 | Western Pacific Wealth Management LP | 247 | $240K | 0.2% | +648.5% | 0.000% | |
5/17/2024 | Beacon Capital Management LLC | 90 | $87K | 0.0% | -35.7% | 0.000% | |
5/17/2024 | Castleark Management LLC | 24,674 | $23.95M | 1.0% | -1.3% | 0.006% | |
5/17/2024 | Tidal Investments LLC | 3,368 | $3.27M | 0.1% | +1.4% | 0.001% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 7,191 | $6.98M | 0.2% | -29.0% | 0.002% | |
|
5/16/2024 | Vawter Financial Ltd. | 219 | $213K | 0.2% | N/A | 0.000% | |
5/16/2024 | Sweeney & Michel LLC | 716 | $655K | 0.3% | N/A | 0.000% | |
5/16/2024 | Connective Capital Management LLC | 4,185 | $4.06M | 6.2% | N/A | 0.001% | |
5/16/2024 | Oxford Wealth Group LLC | 1,649 | $1.60M | 1.5% | N/A | 0.000% | |
5/16/2024 | Windacre Partnership LLC | 638,500 | $619.65M | 8.5% | -26.0% | 0.162% | |
5/16/2024 | Janus Henderson Group PLC | 1,220,210 | $1.18B | 0.6% | +18.9% | 0.309% | |
5/16/2024 | Jericho Capital Asset Management L.P. | 117,000 | $113.55M | 3.0% | N/A | 0.030% | |
5/16/2024 | Kodai Capital Management LP | 31,819 | $30.88M | 0.7% | -84.0% | 0.008% | |
5/16/2024 | Bayesian Capital Management LP | 278 | $270K | 0.0% | N/A | 0.000% | |
5/16/2024 | Benchmark Investment Advisors LLC | 1,153 | $1.12M | 0.9% | N/A | 0.000% | |
5/16/2024 | Silvercrest Asset Management Group LLC | 12,047 | $11.69M | 0.1% | -2.5% | 0.003% | |
5/16/2024 | Captrust Financial Advisors | 289,944 | $281.38M | 0.9% | +213.5% | 0.073% | |
5/15/2024 | Ascent Group LLC | 4,203 | $4.08M | 0.4% | -2.8% | 0.001% | |
5/15/2024 | Earnest Partners LLC | 3,179 | $3.09M | 0.0% | -0.5% | 0.001% | |
5/15/2024 | SVB Wealth LLC | 1,849 | $1.79M | 0.0% | -8.0% | 0.000% | |
5/15/2024 | Mount Yale Investment Advisors LLC | 5,247 | $5.09M | 0.4% | -5.3% | 0.001% | |
5/15/2024 | Evergreen Wealth Solutions LLC | 207 | $201K | 0.1% | N/A | 0.000% | |
5/15/2024 | London & Capital Asset Management Ltd | 21,053 | $20.43M | 1.6% | -2.4% | 0.005% | |
5/15/2024 | Bamco Inc. NY | 52,942 | $51.38M | 0.1% | -1.0% | 0.013% | |
5/15/2024 | Manhattan West Asset Management LLC | 4,018 | $3.90M | 0.9% | +22.9% | 0.001% | |
5/15/2024 | Price T Rowe Associates Inc. MD | 4,252,287 | $4.13B | 0.5% | -13.0% | 1.078% | |
5/15/2024 | BOKF NA | 1,544 | $1.53M | 0.0% | +5.5% | 0.000% | |
5/15/2024 | Beck Capital Management LLC | 3,130 | $3.04M | 0.9% | +2.2% | 0.001% | |
5/15/2024 | Lazard Asset Management LLC | 83,604 | $81.14M | 0.1% | -4.7% | 0.021% | |
5/15/2024 | Bank of Nova Scotia Trust Co. | 1,240 | $1.20M | 0.1% | -7.9% | 0.000% | |
5/15/2024 | LRI Investments LLC | 568 | $521K | 0.1% | N/A | 0.000% | |
5/15/2024 | 1832 Asset Management L.P. | 246,050 | $238.78M | 0.1% | +11,084.1% | 0.062% | |
5/15/2024 | Linscomb Wealth Inc. | 331 | $321K | 0.0% | -27.4% | 0.000% | |
5/15/2024 | Hhlr Advisors LTD. | 3,300 | $3.20M | 0.1% | N/A | 0.001% | |
5/15/2024 | Cloverfields Capital Group LP | 3,411 | $3.31M | 1.1% | +1.0% | 0.001% | |
5/15/2024 | Matrix Capital Management Company LP | 377,200 | $366.06M | 3.4% | -24.1% | 0.096% | |
5/15/2024 | Gabelli Funds LLC | 36,656 | $35.57M | 0.3% | +20.1% | 0.009% | |
5/15/2024 | Gamco Investors INC. ET AL | 6,096 | $5.92M | 0.1% | +24.1% | 0.002% | |
5/14/2024 | Guardian Capital LP | 28,313 | $27.48M | 1.0% | +5.9% | 0.007% | |
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5/14/2024 | JT Stratford LLC | 536 | $520K | 0.1% | +84.8% | 0.000% | |
5/14/2024 | Capital World Investors | 5,507,282 | $5.34B | 0.9% | -1.5% | 1.396% | |
5/14/2024 | Capital Research Global Investors | 5,715 | $5.55M | 0.0% | -3.1% | 0.001% | |
5/14/2024 | Capital International Sarl | 37,762 | $36.65M | 1.2% | +6.9% | 0.010% | |
5/14/2024 | Capital International Ltd. CA | 22,432 | $21.77M | 1.0% | +0.4% | 0.006% | |
5/14/2024 | Capital International Inc. CA | 123,487 | $119.84M | 1.6% | +4.3% | 0.031% | |
5/14/2024 | Capital International Investors | 3,327,529 | $3.23B | 0.7% | -3.2% | 0.843% | |
5/14/2024 | Capital Group Private Client Services Inc. | 44,546 | $43.23M | 0.4% | -53.6% | 0.011% | |
5/14/2024 | Capital Group Investment Management PTE. LTD. | 5,499 | $5.34M | 1.0% | +1.1% | 0.001% | |
5/14/2024 | Advisors Asset Management Inc. | 3,425 | $3.32M | 0.1% | -5.3% | 0.001% | |
5/14/2024 | Axxcess Wealth Management LLC | 2,483 | $2.41M | 0.1% | +7.0% | 0.001% | |
5/14/2024 | EP Wealth Advisors LLC | 1,361 | $1.32M | 0.0% | +18.6% | 0.000% | |
5/14/2024 | Freestone Capital Holdings LLC | 496 | $481K | 0.0% | +13.2% | 0.000% | |
5/14/2024 | CreativeOne Wealth LLC | 1,247 | $1.21M | 0.0% | +118.8% | 0.000% | |
5/14/2024 | Delta Global Management LP | 60,408 | $58.62M | 4.5% | N/A | 0.015% | |
5/14/2024 | Vident Advisory LLC | 3,030 | $2.94M | 0.1% | +31.3% | 0.001% | |
5/14/2024 | Fayez Sarofim & Co | 559,224 | $542.71M | 1.6% | N/A | 0.142% | |
5/14/2024 | MayTech Global Investments LLC | 27,293 | $26.49M | 4.3% | +1.8% | 0.007% | |
5/14/2024 | Crewe Advisors LLC | 176 | $171K | 0.0% | N/A | 0.000% | |
5/14/2024 | Titan Global Capital Management USA LLC | 1,485 | $1.44M | 0.2% | -1.9% | 0.000% | |
5/14/2024 | Natixis Investment Managers International | 1,730 | $1.68M | 0.1% | -17.6% | 0.000% | |
5/14/2024 | Natixis | 245 | $238K | 0.0% | -74.9% | 0.000% | |
5/14/2024 | InterOcean Capital Group LLC | 41,712 | $40.48M | 1.0% | +13.3% | 0.011% | |
5/14/2024 | GQG Partners LLC | 1,657,878 | $1.61B | 2.6% | +21.6% | 0.420% | |
5/14/2024 | Pitcairn Co. | 3,275 | $3.18M | 0.2% | N/A | 0.001% | |
5/14/2024 | Healthcare of Ontario Pension Plan Trust Fund | 5,574 | $5.41M | 0.0% | N/A | 0.001% | |
5/14/2024 | Puzo Michael J | 775 | $752K | 0.2% | +2.0% | 0.000% | |
5/14/2024 | Saturna Capital Corp | 318,848 | $309.43M | 4.3% | +0.0% | 0.081% | |
5/14/2024 | American International Group Inc. | 5,921 | $5.75M | 0.0% | -2.9% | 0.002% | |
5/14/2024 | National Bank of Canada FI | 43,800 | $40.72M | 0.1% | -42.6% | 0.011% | |
5/14/2024 | Lake Street Advisors Group LLC | 2,742 | $2.66M | 0.1% | +14.1% | 0.001% | |
5/13/2024 | Financial Gravity Asset Management Inc. | 2,447 | $2.37M | 0.6% | -92.1% | 0.001% | |
5/13/2024 | Bessemer Group Inc. | 193,659 | $187.94M | 0.3% | -18.8% | 0.049% | |
5/13/2024 | Thornburg Investment Management Inc. | 44,384 | $43.11M | 0.6% | -4.4% | 0.011% | |
5/13/2024 | Atlanta Consulting Group Advisors LLC | 393 | $381K | 0.1% | N/A | 0.000% | |
5/13/2024 | Clearbridge Investments LLC | 1,222,966 | $1.19B | 0.9% | -1.9% | 0.310% | |
5/13/2024 | Cedar Wealth Management LLC | 735 | $713K | 0.2% | +2.2% | 0.000% | |
5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 346 | $336K | 0.0% | +5.8% | 0.000% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 19,754 | $19.17M | 0.2% | +19.4% | 0.005% | |
5/13/2024 | Ameritas Investment Partners Inc. | 2,503 | $2.43M | 0.1% | -1.7% | 0.001% | |
5/13/2024 | Penobscot Investment Management Company Inc. | 1,930 | $1.87M | 0.2% | +11.2% | 0.000% | |
5/11/2024 | Davis R M Inc. | 51,942 | $50.41M | 1.1% | +7.3% | 0.013% | |
5/11/2024 | Resurgent Financial Advisors LLC | 617 | $599K | 0.3% | +5.1% | 0.000% | |
5/11/2024 | Beaumont Financial Advisors LLC | 214 | $208K | 0.0% | N/A | 0.000% | |
5/11/2024 | Exencial Wealth Advisors LLC | 23,365 | $22.68M | 0.8% | -4.1% | 0.006% | |
5/11/2024 | Cynosure Group LLC | 358 | $347K | 0.1% | N/A | 0.000% | |
5/11/2024 | Ironwood Investment Counsel LLC | 210 | $204K | 0.0% | N/A | 0.000% | |
5/11/2024 | Catalytic Wealth RIA LLC | 1,085 | $1.05M | 0.2% | -8.9% | 0.000% | |
5/11/2024 | Jacobi Capital Management LLC | 657 | $637K | 0.1% | +3.0% | 0.000% | |
5/10/2024 | Blue Barn Wealth LLC | 390 | $378K | 0.2% | -5.6% | 0.000% | |
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5/10/2024 | Acadian Asset Management LLC | 45,358 | $44.00M | 0.2% | +1,523.4% | 0.011% | |
5/10/2024 | TIAA Trust National Association | 1,186 | $1.15M | 0.0% | +17.0% | 0.000% | |
5/10/2024 | Alera Investment Advisors LLC | 466 | $452K | 0.1% | -5.3% | 0.000% | |
5/10/2024 | Nicolet Advisory Services LLC | 687 | $680K | 0.1% | +13.2% | 0.000% | |
5/10/2024 | Jupiter Asset Management Ltd. | 6,858 | $6.66M | 0.1% | N/A | 0.002% | |
5/10/2024 | Pinnacle Wealth Planning Services Inc. | 2,502 | $2.43M | 0.4% | -0.7% | 0.001% | |
5/10/2024 | First Foundation Advisors | 3,383 | $3.28M | 0.1% | +11.1% | 0.001% | |
5/10/2024 | Banco Santander S.A. | 2,590 | $2.51M | 0.0% | -17.3% | 0.001% | |
5/10/2024 | Tocqueville Asset Management L.P. | 3,990 | $3.87M | 0.1% | N/A | 0.001% | |
5/10/2024 | Motco | 1,434 | $1.39M | 0.1% | +2.8% | 0.000% | |