4/3/2025 | Central Pacific Bank Trust Division | 3,678 | $3.48M | 0.5% | N/A | 0.002% | |
4/3/2025 | Versant Capital Management Inc | 762 | $721K | 0.1% | +39.8% | 0.000% | |
4/3/2025 | Adirondack Trust Co. | 1,331 | $1.26M | 0.5% | +1.4% | 0.001% | |
4/2/2025 | Lederer & Associates Investment Counsel CA | 2,775 | $2.63M | 1.9% | -1.8% | 0.002% | |
4/2/2025 | Park National Corp OH | 31,631 | $29.94M | 1.1% | N/A | 0.020% | |
4/2/2025 | Kera Capital Partners Inc. | 4,434 | $4.20M | 1.2% | +2.5% | 0.003% | |
4/2/2025 | Marcum Wealth LLC | 985 | $932K | 0.1% | -5.7% | 0.001% | |
4/2/2025 | Global Wealth Strategies & Associates | 79 | $75K | 0.0% | +393.8% | 0.000% | |
4/1/2025 | Cullen Investment Group LTD. | 3,918 | $3.71M | 0.6% | -16.3% | 0.003% | |
4/1/2025 | Neville Rodie & Shaw Inc. | 743 | $703K | 0.1% | -9.7% | 0.000% | |
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4/1/2025 | MassMutual Private Wealth & Trust FSB | 20,004 | $18.93M | 0.5% | -4.0% | 0.013% | |
4/1/2025 | First Financial Bank Trust Division | 1,790 | $1.69M | 0.2% | N/A | 0.001% | |
3/28/2025 | Berkeley Inc | 342 | $350K | 0.2% | -49.9% | 0.000% | |
3/24/2025 | Fire Capital Management LLC | 991 | $1.02M | 0.8% | N/A | 0.001% | |
3/19/2025 | Chancellor Financial Group WB LP | 317 | $325K | 0.3% | N/A | 0.000% | |
3/18/2025 | Objective Capital Management LLC | 368 | $377K | 0.3% | N/A | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 33,309 | $34.15M | 0.1% | +4.3% | 0.021% | |
3/17/2025 | NorthCrest Asset Manangement LLC | 25,562 | $26.20M | 0.8% | +0.3% | 0.016% | |
3/14/2025 | Lansforsakringar Fondforvaltning AB publ | 61,531 | $63.08M | 0.7% | N/A | 0.040% | |
3/12/2025 | Northstar Financial Companies Inc. | 261 | $268K | 0.3% | N/A | 0.000% | |
3/12/2025 | Centaurus Financial Inc. | 1,145 | $1.17M | 0.1% | N/A | 0.001% | |
3/10/2025 | Old North State Trust LLC | 200 | $205K | 0.1% | N/A | 0.000% | |
3/6/2025 | AG Asset Advisory LLC | 351 | $360K | 0.4% | N/A | 0.000% | |
3/5/2025 | Probity Advisors Inc. | 756 | $775K | 0.1% | +6.0% | 0.000% | |
3/4/2025 | Siemens Fonds Invest GmbH | 1,983 | $2.03M | 0.1% | +1.1% | 0.001% | |
2/28/2025 | BridgePort Financial Solutions LLC | 684 | $647K | 0.3% | N/A | 0.000% | |
2/28/2025 | Park Square Financial Group LLC | 49 | $50K | 0.0% | N/A | 0.000% | |
2/28/2025 | Universal Beteiligungs und Servicegesellschaft mbH | 219,958 | $225.48M | 0.4% | N/A | 0.142% | |
2/28/2025 | Brooklyn FI LLC | 2,079 | $2.11M | 0.3% | N/A | 0.001% | |
2/27/2025 | Fidelity D & D Bancorp Inc. | 313 | $321K | 0.2% | +13.0% | 0.000% | |
2/27/2025 | REAP Financial Group LLC | 67 | $68K | 0.0% | +31.4% | 0.000% | |
2/27/2025 | Jefferies Financial Group Inc. | 211 | $216K | 0.0% | N/A | 0.000% | |
2/27/2025 | ABLE Financial Group LLC | 939 | $963K | 0.3% | +10.9% | 0.001% | |
2/27/2025 | Pinnacle Wealth Planning Services Inc. | 900 | $923K | 0.1% | -14.3% | 0.001% | |
2/27/2025 | Carolinas Wealth Consulting LLC | 210 | $215K | 0.0% | N/A | 0.000% | |
2/26/2025 | LM Advisors LLC | 857 | $879K | 0.1% | -23.8% | 0.001% | |
2/26/2025 | Virtue Capital Management LLC | 582 | $597K | 0.1% | -6.6% | 0.000% | |
2/25/2025 | Heck Capital Advisors LLC | 494 | $506K | 0.0% | N/A | 0.000% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 3,029 | $3.11M | 0.1% | N/A | 0.002% | |
2/25/2025 | Armis Advisers LLC | 242 | $248K | 0.0% | N/A | 0.000% | |
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2/25/2025 | Integrated Advisors Network LLC | 7,637 | $7.83M | 0.4% | -0.2% | 0.005% | |
2/24/2025 | Hall Capital Management Co. Inc. | 322 | $330K | 0.2% | N/A | 0.000% | |
2/24/2025 | Cypress Asset Management Inc. TX | 2,649 | $2.74M | 0.7% | N/A | 0.002% | |
2/24/2025 | Ameriflex Group Inc. | 90 | $97K | 0.0% | N/A | 0.000% | |
2/24/2025 | United Advisor Group LLC | 646 | $662K | 0.1% | N/A | 0.000% | |
2/22/2025 | American Trust | 3,407 | $3.49M | 0.3% | -3.5% | 0.002% | |
2/21/2025 | Ascent Group LLC | 2,605 | $2.67M | 0.2% | +23.5% | 0.002% | |
2/21/2025 | Fidelity D & D Bancorp Inc. | 262 | $269K | 0.2% | -5.4% | 0.000% | |
2/21/2025 | AlphaCore Capital LLC | 1,588 | $1.63M | 0.4% | N/A | 0.001% | |
2/20/2025 | Mackenzie Financial Corp | 137,089 | $140.53M | 0.2% | +11.1% | 0.089% | |
2/20/2025 | Forum Financial Management LP | 1,551 | $1.59M | 0.0% | +20.7% | 0.001% | |
2/20/2025 | Griffith & Werner Inc. | 829 | $850K | 0.6% | N/A | 0.001% | |
2/20/2025 | Drucker Wealth 3.0 LLC | 4,890 | $5.01M | 1.1% | -0.3% | 0.003% | |
2/19/2025 | Toronto Dominion Bank | 51,192 | $52.48M | 0.1% | +1.1% | 0.033% | |
2/19/2025 | Warm Springs Advisors Inc. | 727 | $745K | 0.7% | N/A | 0.000% | |
2/19/2025 | Formidable Asset Management LLC | 822 | $843K | 0.1% | -2.4% | 0.001% | |
2/19/2025 | Parr Mcknight Wealth Management Group LLC | 4,252 | $4.36M | 0.6% | N/A | 0.003% | |
2/19/2025 | Public Employees Retirement System of Ohio | 66,142 | $67.80M | 0.2% | -1.9% | 0.043% | |
2/18/2025 | Pacific Point Advisors LLC | 439 | $446K | 0.3% | N/A | 0.000% | |
2/18/2025 | Western Wealth Management LLC | 1,599 | $1.64M | 0.5% | -54.4% | 0.001% | |
2/18/2025 | Vega Investment Solutions | 915 | $938K | 0.8% | N/A | 0.001% | |
2/18/2025 | Investment Management Corp VA ADV | 30 | $30K | 0.0% | N/A | 0.000% | |
2/18/2025 | US Asset Management LLC | 532 | $545K | 0.5% | -5.7% | 0.000% | |
2/18/2025 | Sunbelt Securities Inc. | 805 | $827K | 0.1% | -3.6% | 0.001% | |
2/18/2025 | GTS Securities LLC | 1,210 | $1.24M | 0.1% | -96.1% | 0.001% | |
2/18/2025 | Vise Technologies Inc. | 2,428 | $2.49M | 0.2% | N/A | 0.002% | |
2/18/2025 | Navalign LLC | 1,845 | $1.89M | 0.6% | N/A | 0.001% | |
2/18/2025 | Blue Fin Capital Inc. | 4,127 | $4.23M | 0.8% | -0.5% | 0.003% | |
2/18/2025 | Connecticut Wealth Management LLC | 232 | $238K | 0.0% | -7.9% | 0.000% | |
2/18/2025 | JT Stratford LLC | 206 | $211K | 0.0% | N/A | 0.000% | |
2/18/2025 | Cornerstone Advisory LLC | 385 | $375K | 0.0% | N/A | 0.000% | |
2/18/2025 | Highview Capital Management LLC DE | 1,780 | $1.83M | 0.7% | +3.7% | 0.001% | |
2/18/2025 | RB Capital Management LLC | 308 | $316K | 0.1% | N/A | 0.000% | |
2/18/2025 | 49 Wealth Management LLC | 250 | $256K | 0.0% | -6.0% | 0.000% | |
2/18/2025 | Orion Capital Management LLC | 1,064 | $1.09M | 0.5% | -2.7% | 0.001% | |
2/18/2025 | McIlrath & Eck LLC | 200 | $205K | 0.0% | N/A | 0.000% | |
2/18/2025 | Novem Group | 532 | $545K | 0.1% | N/A | 0.000% | |
2/18/2025 | MidWestOne Financial Group Inc. | 1,064 | $1.09M | 0.2% | -5.9% | 0.001% | |
2/18/2025 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 28,365 | $29.08M | 0.2% | +14.4% | 0.018% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 3,097 | $3.18M | 0.1% | +282.3% | 0.002% | |
2/18/2025 | Kolinsky Wealth Management LLC | 777 | $797K | 0.5% | +5.0% | 0.001% | |
2/18/2025 | Continuum Advisory LLC | 655 | $671K | 0.1% | N/A | 0.000% | |
2/18/2025 | Ames National Corp | 741 | $760K | 0.5% | N/A | 0.000% | |
2/17/2025 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,095,241 | $1.12B | 0.3% | +401.5% | 0.707% | |
2/17/2025 | USS Investment Management Ltd | 31,546 | $32.37M | 0.2% | -2.7% | 0.020% | |
2/17/2025 | Worldquant Millennium Advisors LLC | 17,746 | $18.19M | 0.1% | N/A | 0.011% | |
2/17/2025 | Waverly Advisors LLC | 5,222 | $5.35M | 0.1% | +55.8% | 0.003% | |
2/17/2025 | Williams Jones Wealth Management LLC. | 832 | $853K | 0.0% | -7.6% | 0.001% | |
2/17/2025 | Woodline Partners LP | 8,743 | $8.96M | 0.1% | N/A | 0.006% | |
2/17/2025 | Zurich Insurance Group Ltd FI | 3,600 | $3.69M | 0.0% | N/A | 0.002% | |
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2/17/2025 | Vident Advisory LLC | 1,854 | $1.90M | 0.0% | +13.9% | 0.001% | |
2/17/2025 | Virtus Investment Advisers Inc. | 190 | $195K | 0.2% | N/A | 0.000% | |
2/17/2025 | Westwood Holdings Group Inc. | 3,183 | $3.26M | 0.0% | N/A | 0.002% | |
2/17/2025 | Twinbeech Capital LP | 26,635 | $27.30M | 0.5% | N/A | 0.017% | |
2/17/2025 | Two Sigma Investments LP | 1,308 | $1.34M | 0.0% | -96.0% | 0.001% | |
2/17/2025 | Texas Bank & Trust Co | 1,827 | $1.87M | 0.8% | N/A | 0.001% | |
2/17/2025 | Tidal Investments LLC | 34,511 | $35.38M | 0.3% | +19.2% | 0.022% | |
2/17/2025 | Tolleson Wealth Management Inc. | 255 | $261K | 0.1% | N/A | 0.000% | |
2/17/2025 | TrinityPoint Wealth LLC | 1,641 | $1.68M | 0.2% | +9.8% | 0.001% | |
2/17/2025 | Strategic Wealth Partners Ltd. | 5,297 | $5.19M | 0.4% | +43.2% | 0.003% | |