4/15/2025 | Members Wealth LLC | 270 | $267K | 0.2% | -6.3% | 0.001% | |
4/15/2025 | Fifth Third Bancorp | 3,578 | $3.53M | 0.0% | -7.8% | 0.007% | |
4/15/2025 | Simon Quick Advisors LLC | 205 | $203K | 0.0% | N/A | 0.000% | |
4/15/2025 | McKinley Carter Wealth Services Inc. | 10,255 | $10.13M | 0.6% | -0.6% | 0.021% | |
4/15/2025 | Donaldson Capital Management LLC | 3,985 | $3.94M | 0.1% | +5.8% | 0.008% | |
4/15/2025 | USA Financial Formulas | 168 | $166K | 0.0% | -57.9% | 0.000% | |
4/15/2025 | CX Institutional | 1,014 | $1.00M | 0.0% | -2.4% | 0.002% | |
4/15/2025 | Assenagon Asset Management S.A. | 70,263 | $69.41M | 0.1% | +23.3% | 0.146% | |
4/15/2025 | Monarch Capital Management Inc. | 1,255 | $1.24M | 0.3% | -0.8% | 0.003% | |
4/15/2025 | Integrated Advisors Network LLC | 242 | $239K | 0.0% | -13.9% | 0.001% | |
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4/15/2025 | Trueblood Wealth Management LLC | 668 | $660K | 0.3% | +33.3% | 0.001% | |
4/15/2025 | Handelsbanken Fonder AB | 17,957 | $17.74M | 0.1% | -8.1% | 0.037% | |
4/15/2025 | Sanibel Captiva Trust Company Inc. | 255 | $252K | 0.0% | -17.5% | 0.001% | |
4/15/2025 | Avanza Fonder AB | 4,125 | $4.15M | 0.1% | -12.3% | 0.009% | |
4/15/2025 | Simplicity Wealth LLC | 849 | $839K | 0.1% | N/A | 0.002% | |
4/15/2025 | GAMMA Investing LLC | 701 | $692K | 0.1% | +2.2% | 0.001% | |
4/14/2025 | Harbor Capital Advisors Inc. | 1,722 | $1.70M | 0.1% | +33.4% | 0.004% | |
4/14/2025 | Yousif Capital Management LLC | 13,868 | $13.70M | 0.2% | -7.8% | 0.029% | |
4/14/2025 | Pallas Capital Advisors LLC | 5,695 | $5.63M | 0.2% | -4.3% | 0.012% | |
4/14/2025 | Daymark Wealth Partners LLC | 609 | $602K | 0.0% | -8.1% | 0.001% | |
4/14/2025 | Courier Capital LLC | 1,374 | $1.36M | 0.1% | -4.0% | 0.003% | |
4/14/2025 | Capital Investment Advisors LLC | 654 | $646K | 0.0% | +5.0% | 0.001% | |
4/14/2025 | Park Avenue Securities LLC | 1,636 | $1.62M | 0.0% | +15.9% | 0.003% | |
4/14/2025 | OLD National Bancorp IN | 3,485 | $3.44M | 0.1% | -0.8% | 0.007% | |
4/14/2025 | SOA Wealth Advisors LLC. | 2,335 | $2.31M | 0.3% | -0.8% | 0.005% | |
4/14/2025 | Wedmont Private Capital | 717 | $713K | 0.0% | +2.1% | 0.001% | |
4/14/2025 | UMB Bank n.a. | 8,157 | $8.06M | 0.1% | -5.9% | 0.017% | |
4/11/2025 | Gateway Investment Advisers LLC | 1,303 | $1.29M | 0.0% | +16.8% | 0.003% | |
4/11/2025 | Harrington Investments INC | 1,666 | $1.65M | 0.9% | -1.5% | 0.003% | |
4/11/2025 | Hudson Valley Investment Advisors Inc. ADV | 7,980 | $7.88M | 0.9% | +7.1% | 0.017% | |
4/11/2025 | Tealwood Asset Management Inc. | 2,111 | $2.09M | 1.0% | -2.3% | 0.004% | |
4/11/2025 | First Affirmative Financial Network | 519 | $513K | 0.3% | -4.6% | 0.001% | |
4/11/2025 | SeaCrest Wealth Management LLC | 1,098 | $1.09M | 0.1% | -2.2% | 0.002% | |
4/11/2025 | Unique Wealth LLC | 2,046 | $2.02M | 0.4% | +24.2% | 0.004% | |
4/11/2025 | Avity Investment Management Inc. | 550 | $543K | 0.0% | -15.4% | 0.001% | |
4/11/2025 | Curat Global LLC | 120 | $119K | 0.1% | N/A | 0.000% | |
4/11/2025 | E. Ohman J or Asset Management AB | 32,132 | $31.74M | 0.8% | +1.3% | 0.067% | |
4/11/2025 | Ullmann Wealth Partners Group LLC | 209 | $206K | 0.0% | +10.0% | 0.000% | |
4/11/2025 | Vest Financial LLC | 49,073 | $48.48M | 0.8% | -6.4% | 0.102% | |
4/11/2025 | West Coast Financial LLC | 9,179 | $9.07M | 1.0% | -2.7% | 0.019% | |
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4/10/2025 | Retirement Planning Group LLC | 213 | $210K | 0.0% | +6.5% | 0.000% | |
4/10/2025 | Chesley Taft & Associates LLC | 7,154 | $7.07M | 0.3% | +1.4% | 0.015% | |
4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 5,593 | $5.53M | 0.9% | +87.4% | 0.012% | |
4/10/2025 | LS Investment Advisors LLC | 13,255 | $13.09M | 2.0% | -1.3% | 0.027% | |
4/10/2025 | L. Roy Papp & Associates LLP | 498 | $492K | 0.1% | -20.2% | 0.001% | |
4/10/2025 | Matrix Trust Co | 143 | $141K | 0.0% | +60.7% | 0.000% | |
4/10/2025 | Teamwork Financial Advisors LLC | 1,058 | $1.05M | 0.1% | -92.2% | 0.002% | |
4/10/2025 | Peak Financial Advisors LLC | 2,998 | $2.96M | 1.5% | N/A | 0.006% | |
4/10/2025 | Bremer Bank National Association | 473 | $467K | 0.1% | -6.5% | 0.001% | |
4/10/2025 | Unigestion Holding SA | 15,359 | $15.15M | 0.9% | +1,743.8% | 0.032% | |
4/10/2025 | Spring Capital Management LLC | 8,245 | $8.15M | 4.4% | +2.6% | 0.017% | |
4/9/2025 | Sentry Investment Management LLC | 128 | $118K | 0.1% | -22.9% | 0.000% | |
4/9/2025 | Merit Financial Group LLC | 848 | $838K | 0.0% | +124.3% | 0.002% | |
4/9/2025 | Milestone Asset Management LLC | 390 | $385K | 0.1% | -80.5% | 0.001% | |
4/9/2025 | Hummer Financial Advisory Services Inc | 3,350 | $3.31M | 2.7% | -5.6% | 0.007% | |
4/9/2025 | LVW Advisors LLC | 447 | $442K | 0.1% | -25.9% | 0.001% | |
4/9/2025 | Fragasso Financial Advisors Inc | 2,390 | $2.36M | 0.2% | -40.1% | 0.005% | |
4/9/2025 | NBC Securities Inc. | 460 | $454K | 0.0% | N/A | 0.001% | |
4/9/2025 | Czech National Bank | 10,178 | $10.05M | 0.1% | +5.9% | 0.021% | |
4/9/2025 | JGP Wealth Management LLC | 13,187 | $13.03M | 1.7% | -6.5% | 0.027% | |
4/8/2025 | Rhumbline Advisers | 92,734 | $91.61M | 0.1% | +3.0% | 0.192% | |
4/8/2025 | Burns J W & Co. Inc. NY | 244 | $241K | 0.0% | +9.9% | 0.001% | |
4/8/2025 | Parallel Advisors LLC | 1,671 | $1.65M | 0.0% | +10.9% | 0.003% | |
4/7/2025 | GAMMA Investing LLC | 692,469 | $684.04M | 0.1% | +100,843.0% | 1.436% | |
4/7/2025 | AdvisorNet Financial Inc | 140 | $138K | 0.0% | +250.0% | 0.000% | |
4/4/2025 | Quent Capital LLC | 364 | $359K | 0.0% | -4.0% | 0.001% | |
4/4/2025 | Cadinha & Co. LLC | 1,996 | $1.97M | 0.4% | -2.2% | 0.004% | |
4/3/2025 | Versant Capital Management Inc | 326 | $322K | 0.1% | +102.5% | 0.001% | |
4/3/2025 | Insight Wealth Strategies LLC | 4,370 | $4.32M | 0.6% | +1.0% | 0.009% | |
3/24/2025 | Wellington Management Group LLP | 3,975 | $4.19M | 0.0% | -10.9% | 0.008% | |
3/19/2025 | DSG Capital Advisors LLC | 2,433 | $2.57M | 0.5% | N/A | 0.005% | |
3/18/2025 | Objective Capital Management LLC | 229 | $241K | 0.2% | -16.7% | 0.000% | |
3/18/2025 | 111 Capital | 541 | $570K | 0.1% | N/A | 0.001% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 15,701 | $16.55M | 0.0% | +13.6% | 0.033% | |
3/17/2025 | Members Wealth LLC | 288 | $296K | 0.2% | N/A | 0.001% | |
3/12/2025 | Centaurus Financial Inc. | 227 | $239K | 0.0% | +13.5% | 0.000% | |
3/6/2025 | Wood Tarver Financial Group LLC | 110 | $116K | 0.0% | N/A | 0.000% | |
3/4/2025 | Birmingham Capital Management Co. Inc. AL | 2,580 | $2.72M | 1.0% | -13.7% | 0.005% | |
3/4/2025 | Smith Shellnut Wilson LLC ADV | 1,030 | $1.09M | 0.5% | +7.4% | 0.002% | |
3/4/2025 | Siemens Fonds Invest GmbH | 53,910 | $56.82M | 2.2% | +4,053.3% | 0.112% | |
2/28/2025 | Menard Financial Group LLC | 171 | $180K | 0.1% | -11.9% | 0.000% | |
2/28/2025 | Universal Beteiligungs und Servicegesellschaft mbH | 32,163 | $33.90M | 0.1% | N/A | 0.067% | |
2/27/2025 | Jefferies Financial Group Inc. | 2,034 | $2.14M | 0.0% | +38.7% | 0.004% | |
2/27/2025 | HWG Holdings LP | 224 | $236K | 0.1% | N/A | 0.000% | |
2/27/2025 | Pinnacle Wealth Planning Services Inc. | 576 | $607K | 0.1% | -5.7% | 0.001% | |
2/26/2025 | Virtue Capital Management LLC | 270 | $285K | 0.1% | +21.1% | 0.001% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 680 | $717K | 0.0% | -30.5% | 0.001% | |
2/24/2025 | Liberty Square Wealth Partners LLC | 1,080 | $1.11M | 0.4% | N/A | 0.002% | |
2/21/2025 | Ascent Group LLC | 351 | $370K | 0.0% | +15.5% | 0.001% | |
2/21/2025 | Putney Financial Group LLC | 374 | $394K | 0.3% | N/A | 0.001% | |
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2/21/2025 | Aurdan Capital Management LLC | 9,961 | $10.50M | 4.0% | N/A | 0.020% | |
2/20/2025 | Mackenzie Financial Corp | 80,298 | $84.64M | 0.1% | -38.6% | 0.165% | |
2/20/2025 | Revisor Wealth Management LLC | 298 | $313K | 0.3% | -27.8% | 0.001% | |
2/19/2025 | Toronto Dominion Bank | 23,673 | $24.95M | 0.0% | +7.4% | 0.049% | |
2/19/2025 | Formidable Asset Management LLC | 2,464 | $2.60M | 0.4% | -1.9% | 0.005% | |
2/19/2025 | Centerstone Investors LLC | 2,894 | $3.05M | 2.8% | -36.2% | 0.006% | |
2/19/2025 | Parr Mcknight Wealth Management Group LLC | 3,193 | $3.37M | 0.5% | N/A | 0.007% | |
2/19/2025 | Public Employees Retirement System of Ohio | 19,127 | $20.16M | 0.1% | -3.8% | 0.039% | |
2/18/2025 | Centerstone Investors LLC | 1,897 | $2M | 2.9% | -58.2% | 0.004% | |
2/18/2025 | Investment Management Corp VA ADV | 33 | $35K | 0.0% | N/A | 0.000% | |