1/16/2025 | MassMutual Private Wealth & Trust FSB | 36,945 | $4.31M | 0.1% | -8.1% | 0.027% | |
1/16/2025 | UMB Bank n.a. | 17,038 | $1.99M | 0.0% | -7.3% | 0.012% | |
1/16/2025 | City Holding Co. | 3,464 | $404K | 0.1% | -2.8% | 0.002% | |
1/16/2025 | Ellsworth Advisors LLC | 43,680 | $5.10M | 1.3% | +36.1% | 0.031% | |
1/16/2025 | My Legacy Advisors LLC | 3,357 | $394K | 0.2% | -12.3% | 0.002% | |
1/16/2025 | Romano Brothers AND Company | 21,725 | $2.54M | 0.3% | +73.5% | 0.016% | |
|
1/15/2025 | J2 Capital Management Inc | 2,974 | $347K | 0.3% | N/A | 0.002% | |
1/15/2025 | Monarch Capital Management Inc. | 31,459 | $3.70M | 1.0% | +6.1% | 0.023% | |
1/15/2025 | HB Wealth Management LLC | 76,217 | $8.90M | 0.1% | -0.8% | 0.055% | |
1/15/2025 | Trust Co. of Vermont | 7,492 | $875K | 0.0% | -5.5% | 0.005% | |
1/15/2025 | Sanibel Captiva Trust Company Inc. | 9,069 | $1.06M | 0.0% | +14.5% | 0.007% | |
1/15/2025 | Verity & Verity LLC | 104,473 | $12.20M | 1.1% | +9.7% | 0.075% | |
1/15/2025 | Arkadios Wealth Advisors | 4,183 | $488K | 0.0% | N/A | 0.003% | |
1/15/2025 | LongView Wealth Management | 84,328 | $9.85M | 3.0% | +7.3% | 0.061% | |
1/15/2025 | O Keefe Stevens Advisory Inc. | 4,845 | $566K | 0.2% | +53.8% | 0.003% | |
1/15/2025 | Brooklyn Investment Group | 503 | $59K | 0.0% | -29.2% | 0.000% | |
1/15/2025 | Merit Financial Group LLC | 3,867 | $452K | 0.0% | N/A | 0.003% | |
1/15/2025 | Butensky & Cohen Financial Security Inc. | 35,295 | $4.12M | 1.3% | +14.9% | 0.025% | |
1/15/2025 | Wedge Capital Management L L P NC | 99,584 | $11.63M | 0.2% | +15.3% | 0.072% | |
1/15/2025 | Avanza Fonder AB | 16,032 | $1.87M | 0.1% | N/A | 0.012% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 13,283 | $1.55M | 0.0% | -1.6% | 0.010% | |
1/15/2025 | Tompkins Financial Corp | 1,368 | $160K | 0.0% | +271.7% | 0.001% | |
1/15/2025 | Hennessy Advisors Inc. | 18,000 | $2.10M | 0.1% | -5.8% | 0.013% | |
1/15/2025 | Cypress Wealth Services LLC | 2,506 | $293K | 0.1% | -13.6% | 0.002% | |
1/15/2025 | Gateway Investment Advisers LLC | 107,862 | $12.59M | 0.1% | -5.2% | 0.078% | |
1/14/2025 | Stolper Co | 44,485 | $5.19M | 1.7% | N/A | 0.032% | |
1/14/2025 | Sawyer & Company Inc | 10,650 | $1.24M | 0.5% | +3.9% | 0.008% | |
1/14/2025 | Burney Co. | 4,928 | $575K | 0.0% | +20.8% | 0.004% | |
1/14/2025 | Meyer Handelman Co. | 95,662 | $11.17M | 0.4% | -1.4% | 0.069% | |
1/14/2025 | Acropolis Investment Management LLC | 4,917 | $574K | 0.0% | -22.3% | 0.004% | |
1/14/2025 | Park Avenue Securities LLC | 5,961 | $696K | 0.0% | -22.4% | 0.004% | |
1/14/2025 | Assenagon Asset Management S.A. | 67,955 | $7.93M | 0.0% | +1,368.7% | 0.049% | |
1/14/2025 | Allen Mooney & Barnes Investment Advisors LLC | 2,510 | $293K | 0.0% | -7.3% | 0.002% | |
1/14/2025 | Fiduciary Financial Group LLC | 2,394 | $277K | 0.1% | -4.8% | 0.002% | |
1/14/2025 | Oak Asset Management LLC | 11,752 | $1.37M | 0.5% | +61.4% | 0.008% | |
1/13/2025 | Greenfield Savings Bank | 2,770 | $323K | 0.2% | -14.9% | 0.002% | |
1/13/2025 | Code Waechter LLC | 1,953 | $228K | 0.2% | +14.8% | 0.001% | |
1/13/2025 | Leibman Financial Services Inc. | 25,460 | $2.97M | 2.2% | +20.2% | 0.018% | |
1/13/2025 | PSI Advisors LLC | 256 | $30K | 0.0% | -25.1% | 0.000% | |
1/13/2025 | Marcum Wealth LLC | 3,396 | $396K | 0.0% | -6.4% | 0.002% | |
|
1/13/2025 | AdvisorNet Financial Inc | 954 | $111K | 0.0% | -17.1% | 0.001% | |
1/13/2025 | First Financial Corp IN | 377 | $44K | 0.0% | N/A | 0.000% | |
1/13/2025 | Eastern Bank | 9,000 | $1.05M | 0.0% | -48.8% | 0.006% | |
1/13/2025 | Keystone Financial Planning Inc. | 22,377 | $2.61M | 0.8% | -0.5% | 0.016% | |
1/13/2025 | Clean Yield Group | 2,117 | $247K | 0.1% | -6.6% | 0.002% | |
1/13/2025 | Forza Wealth Management LLC | 4,827 | $564K | 0.3% | +10.3% | 0.003% | |
1/13/2025 | Agate Pass Investment Management LLC | 16,548 | $1.93M | 0.9% | -7.0% | 0.012% | |
1/13/2025 | CHICAGO TRUST Co NA | 1,838 | $215K | 0.0% | -8.1% | 0.001% | |
1/13/2025 | Capital Investment Advisors LLC | 16,406 | $1.92M | 0.0% | -0.7% | 0.012% | |
1/13/2025 | Brookstone Capital Management | 8,470 | $989K | 0.0% | +20.5% | 0.006% | |
1/13/2025 | Crescent Sterling Ltd. | 3,230 | $377K | 0.4% | -17.8% | 0.002% | |
1/13/2025 | Clark & Stuart Inc | 25,496 | $3.00M | 2.2% | N/A | 0.018% | |
1/13/2025 | Czech National Bank | 30,146 | $3.52M | 0.0% | +6.2% | 0.022% | |
1/10/2025 | West Oak Capital LLC | 29,395 | $3.43M | 1.0% | +29,004.0% | 0.021% | |
1/10/2025 | Bruce G. Allen Investments LLC | 618 | $72K | 0.1% | +131.5% | 0.000% | |
1/10/2025 | HBW Advisory Services LLC | 16,796 | $1.95M | 0.3% | +7.5% | 0.012% | |
1/10/2025 | ST Germain D J Co. Inc. | 525 | $61K | 0.0% | +320.0% | 0.000% | |
1/8/2025 | First Hawaiian Bank | 4,788 | $559K | 0.0% | -21.6% | 0.003% | |
1/8/2025 | International Assets Investment Management LLC | 4,527 | $525K | 0.0% | -99.2% | 0.003% | |
1/8/2025 | Park National Corp OH | 24,414 | $2.85M | 0.1% | -3.8% | 0.018% | |
1/7/2025 | Birch Capital Management LLC | 15,674 | $1.83M | 0.9% | -28.2% | 0.011% | |
1/7/2025 | Diversified Trust Co | 3,186 | $372K | 0.0% | -9.0% | 0.002% | |
1/6/2025 | CWA Asset Management Group LLC | 2,206 | $258K | 0.0% | +40.5% | 0.002% | |
1/6/2025 | Pensionfund Sabic | 12,300 | $1.44M | 0.4% | +68.5% | 0.009% | |
1/6/2025 | Nordea Investment Management AB | 10,375 | $1.21M | 0.0% | +6.5% | 0.007% | |
1/3/2025 | First City Capital Management Inc. | 4,550 | $531K | 0.3% | -3.9% | 0.003% | |
1/3/2025 | Central Pacific Bank Trust Division | 13,234 | $1.55M | 0.2% | +5.1% | 0.010% | |
1/3/2025 | GAMMA Investing LLC | 2,347 | $274K | 0.0% | -7.7% | 0.002% | |
1/2/2025 | Cacti Asset Management LLC | 83,234 | $9.64M | 0.7% | +12.1% | 0.060% | |
1/2/2025 | Old Port Advisors | 11,990 | $1.40M | 0.4% | -2.1% | 0.009% | |
12/26/2024 | JPMorgan Chase & Co. | 1,840,807 | $257.12M | 0.0% | +6.6% | 1.324% | |
12/19/2024 | Principal Financial Group Inc. | 183,533 | $25.64M | 0.0% | +3.6% | 0.132% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 7,338 | $1.02M | 0.0% | -14.4% | 0.005% | |
12/6/2024 | Retirement Systems of Alabama | 30,234 | $4.22M | 0.0% | -1.6% | 0.022% | |
11/27/2024 | Franklin Resources Inc. | 221,936 | $30.95M | 0.0% | +22.8% | 0.160% | |
11/26/2024 | Peapack Gladstone Financial Corp | 146,185 | $20.42M | 0.3% | +37.5% | 0.105% | |
11/25/2024 | Synovus Financial Corp | 391,670 | $54.71M | 0.6% | +95.4% | 0.282% | |
11/25/2024 | Tidal Investments LLC | 9,986 | $1.40M | 0.0% | -2.3% | 0.007% | |
11/25/2024 | Optimist Retirement Group LLC | 15,802 | $2.21M | 1.0% | +26.8% | 0.011% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 32,476 | $4.54M | 0.1% | +1,229.9% | 0.023% | |
11/25/2024 | Sanctuary Advisors LLC | 22,149 | $3.09M | 0.0% | -10.9% | 0.016% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 27,075 | $3.79M | 0.2% | +16.4% | 0.019% | |
11/21/2024 | Anchor Investment Management LLC | 1,503 | $210K | 0.0% | +59.4% | 0.001% | |
11/20/2024 | Virtu Financial LLC | 1,566 | $219K | 0.0% | -86.3% | 0.001% | |
11/18/2024 | Soltis Investment Advisors LLC | 36,934 | $5.16M | 0.5% | +2.3% | 0.027% | |
11/18/2024 | TD Private Client Wealth LLC | 2,310 | $323K | 0.0% | +29.6% | 0.002% | |
11/18/2024 | Arete Wealth Advisors LLC | 3,219 | $449K | 0.0% | -37.3% | 0.002% | |
11/18/2024 | Teachers Retirement System of The State of Kentucky | 10,442 | $1.46M | 0.0% | -6.2% | 0.008% | |
11/18/2024 | Toronto Dominion Bank | 49,668 | $6.94M | 0.0% | -26.9% | 0.036% | |
11/18/2024 | Neo Ivy Capital Management | 8,460 | $1.18M | 0.4% | N/A | 0.006% | |
|
11/18/2024 | Coldstream Capital Management Inc. | 14,946 | $2.09M | 0.0% | +3.4% | 0.011% | |
11/16/2024 | Geode Capital Management LLC | 3,296,965 | $458.95M | 0.0% | +1.0% | 2.371% | |
11/15/2024 | Goodman Advisory Group LLC | 1,364 | $191K | 0.1% | -16.9% | 0.001% | |
11/15/2024 | M&T Bank Corp | 31,257 | $4.37M | 0.0% | -1.5% | 0.022% | |
11/15/2024 | Barclays PLC | 347,350 | $48.52M | 0.0% | -26.0% | 0.250% | |
11/15/2024 | Continuum Advisory LLC | 3,941 | $550K | 0.1% | +5.5% | 0.003% | |
11/15/2024 | Harvest Investment Advisors LLC | 10,656 | $1.49M | 1.0% | +17.9% | 0.008% | |
11/15/2024 | PYA Waltman Capital LLC | 6,304 | $881K | 0.3% | +6.5% | 0.005% | |
11/15/2024 | Drucker Wealth 3.0 LLC | 23,757 | $3.32M | 0.8% | +0.8% | 0.017% | |
11/15/2024 | Public Employees Retirement System of Ohio | 50,515 | $7.06M | 0.0% | -6.6% | 0.036% | |