12/19/2024 | Independent Solutions Wealth Management LLC | 3,599 | $1.07M | 0.2% | -5.4% | 0.002% | |
12/19/2024 | Principal Financial Group Inc. | 770,529 | $229.42M | 0.1% | +1.9% | 0.346% | |
12/18/2024 | Syntax Research Inc. | 10,222 | $3.04M | 2.1% | -22.4% | 0.005% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 5,165 | $1.52M | 0.0% | -5.7% | 0.002% | |
12/11/2024 | 1ST Source Bank | 9,294 | $2.77M | 0.2% | -5.1% | 0.004% | |
12/6/2024 | Fidelity D & D Bancorp Inc. | 1,555 | $463K | 0.3% | +3.8% | 0.001% | |
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12/6/2024 | Retirement Systems of Alabama | 48,890 | $14.56M | 0.1% | -0.3% | 0.022% | |
11/27/2024 | Franklin Resources Inc. | 3,655,092 | $1.17B | 0.3% | -16.9% | 1.644% | |
11/26/2024 | Peapack Gladstone Financial Corp | 126,017 | $37.52M | 0.5% | -2.5% | 0.057% | |
11/25/2024 | Synovus Financial Corp | 6,514 | $1.94M | 0.0% | +85.1% | 0.003% | |
11/25/2024 | Tidal Investments LLC | 18,308 | $5.42M | 0.1% | -5.9% | 0.008% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 21,299 | $6.34M | 0.1% | +286.7% | 0.010% | |
11/25/2024 | World Investment Advisors LLC | 38,423 | $11.44M | 0.3% | +1,205.1% | 0.017% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 26,274 | $7.82M | 0.5% | -0.9% | 0.012% | |
11/22/2024 | Stock Yards Bank & Trust Co. | 9,552 | $2.84M | 0.1% | -2.5% | 0.004% | |
11/21/2024 | Anchor Investment Management LLC | 2,930 | $872K | 0.1% | +35.5% | 0.001% | |
11/21/2024 | Tudor Financial Inc. | 5,556 | $1.65M | 1.0% | N/A | 0.002% | |
11/21/2024 | Chelsea Counsel Co. | 3,377 | $1.01M | 0.5% | +1.5% | 0.002% | |
11/20/2024 | Bard Financial Services Inc. | 9,450 | $2.81M | 0.3% | -4.5% | 0.004% | |
11/18/2024 | Soltis Investment Advisors LLC | 26,634 | $7.93M | 0.8% | +2.2% | 0.012% | |
11/18/2024 | TD Private Client Wealth LLC | 3,973 | $1.18M | 0.0% | +39.9% | 0.002% | |
11/18/2024 | Virtue Capital Management LLC | 833 | $248K | 0.0% | -17.4% | 0.000% | |
11/18/2024 | Arete Wealth Advisors LLC | 2,852 | $847K | 0.1% | N/A | 0.001% | |
11/18/2024 | Teachers Retirement System of The State of Kentucky | 16,613 | $4.95M | 0.0% | -5.9% | 0.007% | |
11/18/2024 | Toronto Dominion Bank | 109,830 | $32.70M | 0.1% | +1.3% | 0.049% | |
11/18/2024 | Coldstream Capital Management Inc. | 4,934 | $1.47M | 0.0% | +3.4% | 0.002% | |
11/18/2024 | Gould Capital LLC | 4,209 | $1.25M | 0.8% | N/A | 0.002% | |
11/16/2024 | Geode Capital Management LLC | 4,874,347 | $1.45B | 0.1% | +1.9% | 2.193% | |
11/15/2024 | Goodman Advisory Group LLC | 15,961 | $4.75M | 1.4% | -3.3% | 0.007% | |
11/15/2024 | Valued Retirements Inc. | 743 | $221K | 0.3% | N/A | 0.000% | |
11/15/2024 | Resources Management Corp CT ADV | 13,657 | $4.07M | 0.5% | -0.3% | 0.006% | |
11/15/2024 | Barclays PLC | 940,440 | $280.00M | 0.1% | -14.0% | 0.423% | |
11/15/2024 | Continuum Advisory LLC | 2,185 | $690K | 0.1% | +11.3% | 0.001% | |
11/15/2024 | LRI Investments LLC | 2,411 | $762K | 0.1% | -17.3% | 0.001% | |
11/15/2024 | PYA Waltman Capital LLC | 3,510 | $1.05M | 0.3% | +5.6% | 0.002% | |
11/15/2024 | Drucker Wealth 3.0 LLC | 16,583 | $4.94M | 1.2% | +1.3% | 0.007% | |
11/15/2024 | Roffman Miller Associates Inc. PA | 68,014 | $20.25M | 1.2% | +0.2% | 0.031% | |
11/15/2024 | Nomura Asset Management Co. Ltd. | 317,020 | $94.39M | 0.3% | +1.2% | 0.143% | |
11/15/2024 | MML Investors Services LLC | 72,000 | $21.44M | 0.1% | +6.4% | 0.032% | |
11/15/2024 | First National Bank of Omaha | 28,859 | $8.59M | 0.5% | -1.6% | 0.013% | |
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11/15/2024 | Dean Investment Associates LLC | 16,984 | $5.06M | 0.7% | -2.9% | 0.008% | |
11/15/2024 | Headinvest LLC | 1,303 | $388K | 0.1% | +7.9% | 0.001% | |
11/15/2024 | Bontempo Ohly Capital Mgmt LLC | 15,148 | $4.51M | 2.1% | +0.9% | 0.007% | |
11/15/2024 | Orion Portfolio Solutions LLC | 30,895 | $9.20M | 0.2% | -2.1% | 0.014% | |
11/15/2024 | National Bank of Canada FI | 1,867,290 | $555.97M | 0.6% | +3.9% | 0.840% | |
11/15/2024 | iA Global Asset Management Inc. | 1,751 | $521K | 0.0% | -95.2% | 0.001% | |
11/15/2024 | EP Wealth Advisors LLC | 12,082 | $3.60M | 0.0% | +3.1% | 0.005% | |
11/15/2024 | Insigneo Advisory Services LLC | 4,006 | $1.19M | 0.1% | -3.0% | 0.002% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 59,349 | $16.72M | 0.1% | +53.5% | 0.027% | |
11/15/2024 | Voya Financial Advisors Inc. | 7,084 | $2.13M | 0.2% | -1.3% | 0.003% | |
11/15/2024 | Wellington Management Group LLP | 6,423 | $1.91M | 0.0% | -52.0% | 0.003% | |
11/15/2024 | Wahed Invest LLC | 5,391 | $1.60M | 0.3% | +10.9% | 0.002% | |
11/15/2024 | Texas Capital Bank Wealth Management Services Inc | 727 | $216K | 0.0% | -19.0% | 0.000% | |
11/15/2024 | State Street Corp | 9,629,400 | $2.87B | 0.1% | -3.5% | 4.332% | |
11/15/2024 | Stifel Financial Corp | 1,633,381 | $486.34M | 0.5% | +1.2% | 0.735% | |
11/15/2024 | SWAN Capital LLC | 96 | $29K | 0.0% | -31.9% | 0.000% | |
11/15/2024 | Sachem Head Capital Management LP | 547,500 | $163.01M | 8.6% | N/A | 0.246% | |
11/15/2024 | SageView Advisory Group LLC | 4,754 | $1.42M | 0.1% | -16.6% | 0.002% | |
11/15/2024 | Quantinno Capital Management LP | 23,861 | $7.11M | 0.1% | +138.3% | 0.011% | |
11/15/2024 | Quarry LP | 101 | $30K | 0.0% | -87.1% | 0.000% | |
11/15/2024 | Royal London Asset Management Ltd. | 60,309 | $17.85M | 0.0% | +60.7% | 0.027% | |
11/15/2024 | Resurgent Financial Advisors LLC | 1,613 | $480K | 0.3% | -6.4% | 0.001% | |
11/15/2024 | Reynders McVeigh Capital Management LLC | 2,468 | $735K | 0.0% | -2.0% | 0.001% | |
11/15/2024 | Millburn Ridgefield Corp | 234 | $70K | 0.0% | -13.3% | 0.000% | |
11/15/2024 | NFJ Investment Group LLC | 122,640 | $36.52M | 1.1% | -6.0% | 0.055% | |
11/15/2024 | IHT Wealth Management LLC | 2,898 | $861K | 0.0% | +13.1% | 0.001% | |
11/15/2024 | Intrepid Capital Management Inc. | 680 | $202K | 0.1% | N/A | 0.000% | |
11/15/2024 | Integrated Wealth Concepts LLC | 4,315 | $1.29M | 0.0% | +1.6% | 0.002% | |
11/15/2024 | Investment Management Corp of Ontario | 7,325 | $2.18M | 0.0% | +48.7% | 0.003% | |
11/15/2024 | Iron Gate Global Advisors LLC | 52,621 | $15.66M | 2.4% | +4.3% | 0.024% | |
11/15/2024 | Janus Henderson Group PLC | 112,511 | $33.49M | 0.0% | -37.9% | 0.051% | |
11/15/2024 | Harmony Asset Management LLC | 1,501 | $447K | 0.2% | +42.8% | 0.001% | |
11/15/2024 | HighTower Advisors LLC | 242,862 | $72.26M | 0.1% | +6.9% | 0.109% | |
11/15/2024 | Hilltop Holdings Inc. | 4,364 | $1.30M | 0.1% | +25.1% | 0.002% | |
11/15/2024 | Chevy Chase Trust Holdings LLC | 122,595 | $36.50M | 0.1% | -1.8% | 0.055% | |
11/15/2024 | Community Bank N.A. | 9,160 | $2.73M | 0.3% | +9.3% | 0.004% | |
11/15/2024 | Concentric Capital Strategies LP | 12,192 | $3.63M | 0.1% | +69.1% | 0.005% | |
11/15/2024 | Arrowroot Family Office LLC | 727 | $216K | 0.1% | N/A | 0.000% | |
11/15/2024 | Benjamin Edwards Inc. | 92,002 | $27.40M | 0.4% | +7,459.7% | 0.041% | |
11/15/2024 | TOMS Capital Investment Management LP | 537,000 | $159.89M | 5.9% | N/A | 0.242% | |
11/15/2024 | Kestra Investment Management LLC | 3,331 | $992K | 0.0% | N/A | 0.001% | |
11/15/2024 | Erste Asset Management GmbH | 50,087 | $14.92M | 0.2% | N/A | 0.023% | |
11/15/2024 | Socorro Asset Management LP | 27,718 | $8.25M | 3.1% | +0.6% | 0.012% | |
11/14/2024 | Morton Community Bank | 9,705 | $2.89M | 0.8% | +3.3% | 0.004% | |
11/14/2024 | Semmax Financial Advisors Inc. | 17,797 | $5.54M | 1.5% | -0.6% | 0.008% | |
11/14/2024 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 193,993 | $57.76M | 0.3% | -2.8% | 0.087% | |
11/14/2024 | Widmann Financial Services Inc. | 2,715 | $808K | 0.6% | +12.2% | 0.001% | |
11/14/2024 | Ironwood Investment Counsel LLC | 5,301 | $1.58M | 0.3% | -4.6% | 0.002% | |
11/14/2024 | Caisse DE Depot ET Placement DU Quebec | 99,808 | $29.72M | 0.1% | -16.8% | 0.045% | |
11/14/2024 | Circle Wealth Management LLC | 2,964 | $883K | 0.0% | -7.9% | 0.001% | |
What most folks don’t know about oil (BIG missed opportunity) (Ad) $1 Trillion…
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This investment is driving an A.I. boom that’s being felt across many industries…
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11/14/2024 | Fred Alger Management LLC | 26,300 | $7.83M | 0.0% | +3.0% | 0.012% | |
11/14/2024 | Captrust Financial Advisors | 31,456 | $9.37M | 0.0% | -7.6% | 0.014% | |
11/14/2024 | Atlantic Union Bankshares Corp | 6,425 | $1.91M | 0.1% | -18.7% | 0.003% | |
11/14/2024 | Icon Wealth Advisors LLC | 7,646 | $2.28M | 0.2% | +2.3% | 0.003% | |
11/14/2024 | Rockefeller Capital Management L.P. | 57,432 | $17.10M | 0.0% | -12.9% | 0.026% | |
11/14/2024 | CWS Financial Advisors LLC | 797 | $237K | 0.1% | N/A | 0.000% | |
11/14/2024 | Hantz Financial Services Inc. | 13,710 | $4.08M | 0.1% | -2.3% | 0.006% | |
11/14/2024 | PEAK6 Investments LLC | 4,941 | $1.47M | 0.0% | -81.3% | 0.002% | |
11/14/2024 | Financial Counselors Inc. | 50,873 | $15.15M | 0.2% | -0.4% | 0.023% | |
11/14/2024 | Public Sector Pension Investment Board | 9,640 | $2.87M | 0.0% | +12.9% | 0.004% | |