7/24/2025 | Conning Inc. | 1,176 | $295K | 0.0% | -3.1% | 0.001% | |
7/24/2025 | Trust Co. of Toledo NA OH | 386 | $97K | 0.0% | N/A | 0.000% | |
7/24/2025 | Aberdeen Group plc | 29,787 | $7.47M | 0.0% | +29.6% | 0.016% | |
7/24/2025 | Blue Zone Wealth Advisors LLC | 858 | $215K | 0.1% | N/A | 0.000% | |
7/24/2025 | Strong Tower Advisory Services | 13,963 | $3.50M | 0.7% | +2.2% | 0.007% | |
7/24/2025 | PDS Planning Inc | 1,333 | $334K | 0.0% | +4.7% | 0.001% | |
7/24/2025 | Blue Trust Inc. | 4,876 | $1.22M | 0.0% | +2.6% | 0.003% | |
7/24/2025 | Fourpath Capital Management LLC | 1,931 | $484K | 0.1% | +9.7% | 0.001% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 935 | $235K | 0.0% | N/A | 0.001% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 1,396 | $350K | 0.0% | +2.7% | 0.001% | |
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7/24/2025 | Stiles Financial Services Inc | 975 | $244K | 0.1% | -4.8% | 0.001% | |
7/24/2025 | M. Kraus & Co | 49,643 | $12.45M | 3.7% | -1.1% | 0.027% | |
7/24/2025 | Stonebridge Financial Group LLC | 18,279 | $4.59M | 0.4% | -0.3% | 0.010% | |
7/24/2025 | Horizon Bancorp Inc. IN | 714 | $179K | 0.1% | +233.6% | 0.000% | |
7/24/2025 | IFP Advisors Inc | 3,635 | $912K | 0.0% | -56.4% | 0.002% | |
7/24/2025 | Callan Family Office LLC | 5,558 | $1.39M | 0.0% | +104.4% | 0.003% | |
7/24/2025 | Blair William & Co. IL | 17,571 | $4.41M | 0.0% | -23.3% | 0.009% | |
7/24/2025 | Capital Advisors Ltd. LLC | 525 | $132K | 0.0% | +9.6% | 0.000% | |
7/24/2025 | Leo Wealth LLC | 1,164 | $292K | 0.0% | N/A | 0.001% | |
7/24/2025 | US Bancorp DE | 344,112 | $86.32M | 0.1% | +1.6% | 0.184% | |
7/24/2025 | Baxter Bros Inc. | 16,515 | $4.14M | 0.5% | -18.1% | 0.009% | |
7/23/2025 | Tectonic Advisors LLC | 2,682 | $673K | 0.0% | +2.4% | 0.001% | |
7/23/2025 | Columbus Macro LLC | 25,250 | $6.33M | 0.8% | +8.4% | 0.014% | |
7/23/2025 | Trifecta Capital Advisors LLC | 15,317 | $3.84M | 0.6% | +6.3% | 0.008% | |
7/23/2025 | Vontobel Holding Ltd. | 1,298 | $326K | 0.0% | -10.8% | 0.001% | |
7/23/2025 | Maryland State Retirement & Pension System | 9,077 | $2.28M | 0.0% | +2.5% | 0.005% | |
7/23/2025 | Optas LLC | 1,599 | $401K | 0.1% | -2.3% | 0.001% | |
7/23/2025 | First Merchants Corp | 23,349 | $5.86M | 0.2% | -8.4% | 0.012% | |
7/23/2025 | Clear Creek Financial Management LLC | 799 | $200K | 0.0% | -39.8% | 0.000% | |
7/23/2025 | Bar Harbor Wealth Management | 18,249 | $4.58M | 0.3% | +0.3% | 0.010% | |
7/23/2025 | Narwhal Capital Management | 43,369 | $10.88M | 0.9% | -22.2% | 0.023% | |
7/23/2025 | Citizens National Bank Trust Department | 6,861 | $1.72M | 0.3% | +5.2% | 0.004% | |
7/23/2025 | Spectrum Asset Management Inc. NB CA | 15,335 | $3.85M | 1.7% | -2.4% | 0.008% | |
7/23/2025 | REAP Financial Group LLC | 200 | $50K | 0.0% | +56.3% | 0.000% | |
7/23/2025 | Louisiana State Employees Retirement System | 9,900 | $2.48M | 0.0% | -2.0% | 0.005% | |
7/23/2025 | Venturi Wealth Management LLC | 4,943 | $1.24M | 0.1% | +12.2% | 0.003% | |
7/23/2025 | DMC Group LLC | 1,207 | $303K | 0.2% | -46.6% | 0.001% | |
7/23/2025 | BankPlus Trust Department | 5,854 | $1.47M | 0.4% | +6.9% | 0.003% | |
7/23/2025 | Focused Investors LLC | 430,250 | $107.92M | 3.5% | -2.1% | 0.230% | |
7/23/2025 | SGL Investment Advisors Inc. | 15,083 | $3.88M | 1.8% | -1.0% | 0.008% | |
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7/23/2025 | Kingswood Wealth Advisors LLC | 8,110 | $2.03M | 0.2% | +12.0% | 0.004% | |
7/23/2025 | Avantra Family Wealth Inc. | 4,736 | $1.19M | 1.0% | +2.5% | 0.003% | |
7/23/2025 | Heck Capital Advisors LLC | 2,683 | $673K | 0.1% | +4.6% | 0.001% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 3,604 | $904K | 0.0% | -16.5% | 0.002% | |
7/22/2025 | D.B. Root & Company LLC | 2,220 | $557K | 0.2% | +35.3% | 0.001% | |
7/22/2025 | Belpointe Asset Management LLC | 3,327 | $835K | 0.0% | +37.1% | 0.002% | |
7/22/2025 | Asset Planning Services Inc. LA ADV | 23,385 | $5.87M | 2.7% | +0.3% | 0.013% | |
7/22/2025 | Petros Family Wealth LLC | 3,249 | $815K | 0.7% | -6.7% | 0.002% | |
7/22/2025 | Valeo Financial Advisors LLC | 1,964 | $493K | 0.0% | +16.4% | 0.001% | |
7/22/2025 | DAVENPORT & Co LLC | 624,232 | $155.96M | 0.8% | -0.7% | 0.334% | |
7/22/2025 | Glass Wealth Management Co LLC | 17,520 | $4.40M | 2.3% | +1.1% | 0.009% | |
7/22/2025 | Grimes & Company Inc. | 1,311 | $329K | 0.0% | +6.2% | 0.001% | |
7/22/2025 | Keudell Morrison Wealth Management | 4,504 | $1.13M | 0.3% | +2.5% | 0.002% | |
7/22/2025 | Simplicity Wealth LLC | 1,266 | $318K | 0.0% | N/A | 0.001% | |
7/22/2025 | OLD National Bancorp IN | 2,663 | $668K | 0.0% | +64.9% | 0.001% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 1,434 | $360K | 0.0% | +10.1% | 0.001% | |
7/22/2025 | Clarius Group LLC | 1,031 | $259K | 0.0% | -7.7% | 0.001% | |
7/22/2025 | Checchi Capital Advisers LLC | 1,925 | $483K | 0.0% | -2.1% | 0.001% | |
7/22/2025 | Oak Hill Wealth Advisors LLC | 4,396 | $1.13M | 0.2% | -4.9% | 0.002% | |
7/21/2025 | QRG Capital Management Inc. | 3,199 | $803K | 0.0% | +21.1% | 0.002% | |
7/21/2025 | Segment Wealth Management LLC | 1,215 | $305K | 0.0% | -5.2% | 0.001% | |
7/21/2025 | Stock Yards Bank & Trust Co. | 8,768 | $2.20M | 0.1% | -4.8% | 0.005% | |
7/21/2025 | Ascent Group LLC | 1,030 | $258K | 0.0% | -3.8% | 0.001% | |
7/21/2025 | Ameritas Advisory Services LLC | 646 | $162K | 0.0% | N/A | 0.000% | |
7/21/2025 | Synergy Asset Management LLC | 4,856 | $1.22M | 0.1% | N/A | 0.003% | |
7/21/2025 | Mattern Capital Management LLC | 40,302 | $10.11M | 1.2% | +0.8% | 0.022% | |
7/21/2025 | Hilltop National Bank | 526 | $132K | 0.0% | N/A | 0.000% | |
7/21/2025 | Triad Wealth Partners LLC | 2,179 | $547K | 0.1% | -20.3% | 0.001% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 26,691 | $6.70M | 0.0% | +7.3% | 0.014% | |
7/21/2025 | TFG Advisers LLC | 5,649 | $1.42M | 0.5% | -1.4% | 0.003% | |
7/21/2025 | Riverview Trust Co | 340 | $85K | 0.1% | -34.2% | 0.000% | |
7/18/2025 | Brookmont Capital Management | 18,113 | $4.54M | 2.6% | -2.4% | 0.010% | |
7/18/2025 | McGuire Investment Group LLC | 10,458 | $2.62M | 0.3% | +3.1% | 0.006% | |
7/18/2025 | Gold Investment Management Ltd. | 1,738 | $437K | 0.2% | +108.4% | 0.001% | |
7/18/2025 | Pure Financial Advisors LLC | 1,586 | $398K | 0.0% | +13.0% | 0.001% | |
7/18/2025 | RKL Wealth Management LLC | 10,394 | $2.61M | 0.2% | -10.1% | 0.006% | |
7/18/2025 | Robeco Institutional Asset Management B.V. | 80,767 | $20.26M | 0.0% | -30.8% | 0.043% | |
7/18/2025 | Woodward Diversified Capital LLC | 1,379 | $346K | 0.2% | N/A | 0.001% | |
7/18/2025 | Newman Dignan & Sheerar Inc. | 8,296 | $2.08M | 0.5% | -2.7% | 0.004% | |
7/18/2025 | Vigilare Wealth Management | 2,243 | $563K | 0.2% | N/A | 0.001% | |
7/18/2025 | Chelsea Counsel Co. | 12,764 | $3.20M | 1.6% | -2.3% | 0.007% | |
7/18/2025 | Bartlett & CO. Wealth Management LLC | 7,992 | $2.01M | 0.0% | -1.2% | 0.004% | |
7/18/2025 | Childress Capital Advisors LLC | 976 | $245K | 0.1% | -20.2% | 0.001% | |
7/18/2025 | PFG Investments LLC | 1,664 | $417K | 0.0% | +24.6% | 0.001% | |
7/18/2025 | Consolidated Portfolio Review Corp | 925 | $232K | 0.0% | N/A | 0.000% | |
7/18/2025 | LBP AM SA | 32,897 | $8.25M | 0.1% | N/A | 0.018% | |
7/18/2025 | Victrix Investment Advisors | 2,297 | $576K | 0.3% | +11.2% | 0.001% | |
7/18/2025 | Institute for Wealth Management LLC. | 1,276 | $320K | 0.0% | -16.9% | 0.001% | |
7/18/2025 | Truist Financial Corp | 130,680 | $32.78M | 0.0% | +5.0% | 0.070% | |
7/17/2025 | Trivium Point Advisory LLC | 2,320 | $582K | 0.1% | +8.7% | 0.001% | |
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7/17/2025 | Greenleaf Trust | 3,109 | $780K | 0.0% | -8.0% | 0.002% | |
7/17/2025 | Mattern Wealth Management LLC | 5,116 | $1.28M | 0.3% | -3.0% | 0.003% | |
7/17/2025 | XML Financial LLC | 10,812 | $2.71M | 0.2% | -2.0% | 0.006% | |
7/17/2025 | HCR Wealth Advisors | 12,281 | $3.08M | 0.4% | +1.3% | 0.007% | |
7/17/2025 | Capital Investment Advisors LLC | 7,687 | $1.93M | 0.0% | +4.6% | 0.004% | |
7/17/2025 | Raleigh Capital Management Inc. | 2,452 | $615K | 0.3% | -3.6% | 0.001% | |
7/17/2025 | Asio Capital LLC | 1,122 | $281K | 0.0% | -3.4% | 0.001% | |
7/17/2025 | HB Wealth Management LLC | 9,484 | $2.38M | 0.0% | -4.5% | 0.005% | |
7/17/2025 | Kavar Capital Partners Group LLC | 800 | $201K | 0.0% | N/A | 0.000% | |
7/17/2025 | Janney Montgomery Scott LLC | 193,381 | $48.51M | 0.1% | +20.6% | 0.103% | |