1/17/2025 | Daymark Wealth Partners LLC | 11,270 | $381K | 0.0% | -49.6% | 0.001% | |
1/17/2025 | XML Financial LLC | 23,548 | $796K | 0.1% | -5.6% | 0.001% | |
1/17/2025 | Roberts Wealth Advisors LLC | 80,387 | $2.64M | 0.8% | -5.8% | 0.004% | |
1/17/2025 | Atomi Financial Group Inc. | 13,490 | $456K | 0.0% | -14.4% | 0.001% | |
1/16/2025 | Royal Fund Management LLC | 24,025 | $813K | 0.1% | -43.4% | 0.001% | |
1/16/2025 | Ballentine Partners LLC | 17,150 | $580K | 0.0% | +40.7% | 0.001% | |
|
1/16/2025 | Bonness Enterprises Inc. | 41,480 | $1.40M | 0.5% | -21.7% | 0.002% | |
1/16/2025 | FLC Capital Advisors | 8,238 | $279K | 0.1% | N/A | 0.000% | |
1/16/2025 | M.E. Allison & CO. Inc. | 9,286 | $314K | 0.3% | N/A | 0.000% | |
1/16/2025 | Thrive Wealth Management LLC | 7,249 | $245K | 0.0% | -38.2% | 0.000% | |
1/16/2025 | Gilman Hill Asset Management LLC | 64,262 | $2.17M | 0.4% | -4.7% | 0.003% | |
1/16/2025 | Hall Laurie J Trustee | 1,075 | $37K | 0.0% | -24.3% | 0.000% | |
1/16/2025 | Grove Bank & Trust | 5,621 | $190K | 0.0% | -7.5% | 0.000% | |
1/15/2025 | J2 Capital Management Inc | 17,613 | $596K | 0.6% | N/A | 0.001% | |
1/15/2025 | HF Advisory Group LLC | 8,743 | $296K | 0.1% | +12.8% | 0.000% | |
1/15/2025 | Aaron Wealth Advisors LLC | 20,286 | $686K | 0.1% | -2.1% | 0.001% | |
1/15/2025 | Ballew Advisors Inc | 9,758 | $319K | 0.2% | -3.7% | 0.000% | |
1/15/2025 | Ameritas Advisory Services LLC | 34,955 | $1.18M | 0.0% | +19.4% | 0.002% | |
1/15/2025 | HB Wealth Management LLC | 9,351 | $316K | 0.0% | N/A | 0.000% | |
1/15/2025 | Premier Path Wealth Partners LLC | 34,274 | $1.16M | 0.2% | +21.1% | 0.002% | |
1/15/2025 | Cohen Klingenstein LLC | 98,198 | $3.32M | 0.1% | -5.9% | 0.005% | |
1/15/2025 | Sanibel Captiva Trust Company Inc. | 14,633 | $495K | 0.0% | -10.5% | 0.001% | |
1/15/2025 | Hennessy Advisors Inc. | 124,560 | $4.21M | 0.1% | -3.5% | 0.006% | |
1/15/2025 | Cypress Wealth Services LLC | 11,966 | $405K | 0.1% | +23.8% | 0.001% | |
1/15/2025 | Ritholtz Wealth Management | 71,933 | $2.43M | 0.1% | -8.4% | 0.003% | |
1/14/2025 | Advisors Management Group Inc. ADV | 91,530 | $3.10M | 0.7% | +6.1% | 0.004% | |
1/14/2025 | Meyer Handelman Co. | 19,017 | $643K | 0.0% | -19.4% | 0.001% | |
1/14/2025 | Park Avenue Securities LLC | 52,519 | $1.78M | 0.0% | -12.8% | 0.003% | |
1/14/2025 | San Luis Wealth Advisors LLC | 21,968 | $743K | 0.1% | +37.8% | 0.001% | |
1/14/2025 | Ignite Planners LLC | 18,965 | $635K | 0.1% | +6.8% | 0.001% | |
1/14/2025 | Rosenberg Matthew Hamilton | 1,801 | $61K | 0.0% | -32.0% | 0.000% | |
1/13/2025 | Marcum Wealth LLC | 9,366 | $317K | 0.0% | +6.7% | 0.000% | |
1/13/2025 | Signet Financial Management LLC | 9,412 | $318K | 0.0% | -12.4% | 0.000% | |
1/13/2025 | Sivia Capital Partners LLC | 6,610 | $224K | 0.1% | +29.5% | 0.000% | |
1/13/2025 | Enterprise Bank & Trust Co | 26,892 | $909K | 0.3% | +3.0% | 0.001% | |
1/13/2025 | Keystone Financial Planning Inc. | 227,913 | $7.71M | 2.4% | +3,660.9% | 0.011% | |
1/13/2025 | Clean Yield Group | 200,063 | $6.77M | 2.2% | -1.8% | 0.010% | |
1/13/2025 | JTC Employer Solutions Trustee Ltd | 20,278,564 | $682.27M | 48.3% | -1.0% | 0.978% | |
1/13/2025 | Thomasville National Bank | 491,441 | $16.62M | 1.2% | +3.4% | 0.024% | |
1/13/2025 | Brookstone Capital Management | 31,701 | $1.07M | 0.0% | +19.8% | 0.002% | |
|
1/13/2025 | Trust Co. of Toledo NA OH | 27,873 | $943K | 0.1% | -14.7% | 0.001% | |
1/13/2025 | Fiduciary Alliance LLC | 11,527 | $390K | 0.0% | N/A | 0.001% | |
1/13/2025 | Green Alpha Advisors LLC | 27,316 | $924K | 0.7% | +17.7% | 0.001% | |
1/10/2025 | ST Germain D J Co. Inc. | 789 | $27K | 0.0% | +195.5% | 0.000% | |
1/10/2025 | NorthCrest Asset Manangement LLC | 383,061 | $12.96M | 0.4% | -0.1% | 0.018% | |
1/8/2025 | First Hawaiian Bank | 85,052 | $2.88M | 0.1% | +2.2% | 0.004% | |
1/8/2025 | Douglas Lane & Associates LLC | 1,628,504 | $55.08M | 0.8% | -25.1% | 0.079% | |
1/8/2025 | InvesTrust | 101,298 | $3.42M | 1.0% | N/A | 0.005% | |
1/8/2025 | Peoples Bank KS | 5,045 | $171K | 0.1% | -47.3% | 0.000% | |
1/8/2025 | Innova Wealth Partners | 9,062 | $306K | 0.2% | N/A | 0.000% | |
1/7/2025 | Range Financial Group LLC | 8,483 | $287K | 0.1% | N/A | 0.000% | |
1/6/2025 | Bard Financial Services Inc. | 79,095 | $2.68M | 0.3% | +38.4% | 0.004% | |
1/6/2025 | Boltwood Capital Management | 12,453 | $421K | 0.1% | +9.9% | 0.001% | |
1/6/2025 | CWA Asset Management Group LLC | 16,210 | $548K | 0.0% | -65.2% | 0.001% | |
1/3/2025 | Central Pacific Bank Trust Division | 22,049 | $746K | 0.1% | -1.3% | 0.001% | |
1/3/2025 | GAMMA Investing LLC | 2,140 | $72K | 0.0% | -35.2% | 0.000% | |
1/2/2025 | Old Port Advisors | 57,817 | $1.96M | 0.6% | -7.2% | 0.003% | |
12/26/2024 | JPMorgan Chase & Co. | 370,815 | $15.16M | 0.0% | -70.8% | 0.018% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 30,838 | $1.23M | 0.0% | -19.8% | 0.001% | |
12/10/2024 | DGS Capital Management LLC | 34,438 | $1.41M | 0.4% | +3.9% | 0.002% | |
12/6/2024 | Logan Capital Management Inc. | 83,923 | $3.43M | 0.1% | +3.8% | 0.004% | |
11/27/2024 | Franklin Resources Inc. | 235,348 | $9.05M | 0.0% | +8.6% | 0.011% | |
11/26/2024 | Peapack Gladstone Financial Corp | 22,205 | $907K | 0.0% | -4.7% | 0.001% | |
11/25/2024 | Synovus Financial Corp | 176,801 | $7.23M | 0.1% | -20.7% | 0.009% | |
11/25/2024 | Tidal Investments LLC | 29,192 | $1.19M | 0.0% | -3.2% | 0.001% | |
11/25/2024 | Optimist Retirement Group LLC | 49,554 | $2.03M | 0.9% | +3.7% | 0.002% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 19,248 | $787K | 0.0% | N/A | 0.001% | |
11/25/2024 | World Investment Advisors LLC | 10,306 | $421K | 0.0% | N/A | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 272,560 | $11.14M | 0.1% | +0.2% | 0.013% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 13,005 | $533K | 0.0% | -12.3% | 0.001% | |
11/22/2024 | Stock Yards Bank & Trust Co. | 5,130 | $210K | 0.0% | N/A | 0.000% | |
11/21/2024 | Anchor Investment Management LLC | 45,118 | $1.84M | 0.2% | -7.2% | 0.002% | |
11/20/2024 | Virtu Financial LLC | 29,542 | $1.21M | 0.1% | -43.7% | 0.001% | |
11/20/2024 | Bard Financial Services Inc. | 57,145 | $2.34M | 0.3% | -12.3% | 0.003% | |
11/19/2024 | Second Line Capital LLC | 5,955 | $245K | 0.1% | N/A | 0.000% | |
11/18/2024 | Rehmann Capital Advisory Group | 5,608 | $232K | 0.0% | +6.3% | 0.000% | |
11/18/2024 | TD Private Client Wealth LLC | 12,422 | $508K | 0.0% | +36.9% | 0.001% | |
11/18/2024 | Sunbelt Securities Inc. | 711 | $29K | 0.0% | +73.8% | 0.000% | |
11/18/2024 | Empire Financial Management Company LLC | 15,712 | $642K | 0.2% | -33.7% | 0.001% | |
11/15/2024 | M&T Bank Corp | 54,539 | $2.23M | 0.0% | -1.1% | 0.003% | |
11/15/2024 | Continuum Advisory LLC | 10,599 | $433K | 0.1% | +4.8% | 0.001% | |
11/15/2024 | LRI Investments LLC | 2,562 | $105K | 0.0% | +25.7% | 0.000% | |
11/15/2024 | Drucker Wealth 3.0 LLC | 83,666 | $3.42M | 0.8% | +1.8% | 0.004% | |
11/15/2024 | Public Employees Retirement System of Ohio | 89,164 | $3.65M | 0.0% | N/A | 0.004% | |
11/15/2024 | Groupama Asset Managment | 1,413,089 | $578K | 0.0% | +11.5% | 0.068% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 53,078 | $2.17M | 0.1% | -23.1% | 0.003% | |
11/15/2024 | MML Investors Services LLC | 216,178 | $8.84M | 0.0% | +4.9% | 0.010% | |
11/15/2024 | Dunhill Financial LLC | 823 | $34K | 0.0% | -93.3% | 0.000% | |
11/15/2024 | XTX Topco Ltd | 48,325 | $1.98M | 0.1% | +68.9% | 0.002% | |
11/15/2024 | National Bank of Canada FI | 67,074 | $2.74M | 0.0% | -9.8% | 0.003% | |
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11/15/2024 | EP Wealth Advisors LLC | 11,605 | $474K | 0.0% | +14.7% | 0.001% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 20,024 | $819K | 0.0% | +46.8% | 0.001% | |
11/15/2024 | Wellington Management Group LLP | 1,904,058 | $77.84M | 0.0% | -7.8% | 0.092% | |
11/15/2024 | Taika Capital LP | 25,150 | $1.03M | 0.8% | N/A | 0.001% | |
11/15/2024 | State Street Corp | 6,777,921 | $279.73M | 0.0% | -0.4% | 0.327% | |
11/15/2024 | Stifel Financial Corp | 604,973 | $24.73M | 0.0% | +9.7% | 0.029% | |
11/15/2024 | Quantinno Capital Management LP | 99,805 | $4.08M | 0.1% | -2.8% | 0.005% | |
11/15/2024 | IHT Wealth Management LLC | 24,929 | $1.02M | 0.0% | +49.6% | 0.001% | |
11/15/2024 | Ingalls & Snyder LLC | 27,655 | $1.13M | 0.0% | -1.3% | 0.001% | |
11/15/2024 | Integrated Wealth Concepts LLC | 17,006 | $695K | 0.0% | -2.0% | 0.001% | |