4/4/2025 | Webster Bank N. A. | 43,448 | $5.17M | 0.6% | -13.1% | 0.001% | |
4/4/2025 | Quent Capital LLC | 14,527 | $1.73M | 0.2% | +12.1% | 0.000% | |
4/4/2025 | Farmers Trust Co. | 32,103 | $3.82M | 0.7% | -0.4% | 0.001% | |
4/4/2025 | Moody National Bank Trust Division | 86,115 | $10.24M | 1.1% | +3.8% | 0.002% | |
4/4/2025 | Agate Pass Investment Management LLC | 17,698 | $2.11M | 0.9% | -4.5% | 0.000% | |
4/4/2025 | Capital Market Strategies LLC | 8,024 | $954K | 0.6% | -14.8% | 0.000% | |
4/4/2025 | Cadinha & Co. LLC | 136,747 | $16.26M | 3.5% | -3.0% | 0.003% | |
4/3/2025 | Central Pacific Bank Trust Division | 42,452 | $5.05M | 0.7% | -5.5% | 0.001% | |
4/3/2025 | Versant Capital Management Inc | 70,244 | $8.35M | 1.4% | -13.8% | 0.002% | |
4/3/2025 | First Hawaiian Bank | 27,859 | $3.31M | 0.2% | -0.8% | 0.001% | |
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4/3/2025 | Adirondack Trust Co. | 23,714 | $2.82M | 1.1% | -4.4% | 0.001% | |
4/3/2025 | Collective Family Office LLC | 2,196 | $261K | 0.1% | -4.4% | 0.000% | |
4/3/2025 | jvl associates llc | 1,778 | $211K | 0.1% | N/A | 0.000% | |
4/3/2025 | Insight Wealth Strategies LLC | 15,901 | $1.89M | 0.3% | +1.2% | 0.000% | |
4/3/2025 | Jacobs & Co. CA | 11,504 | $1.37M | 0.1% | -5.0% | 0.000% | |
4/3/2025 | Legacy Wealth Management LLC MS | 21,726 | $2.58M | 0.8% | -27.0% | 0.001% | |
4/2/2025 | Lederer & Associates Investment Counsel CA | 10,241 | $1.22M | 0.9% | +13.2% | 0.000% | |
4/2/2025 | Park National Corp OH | 216,321 | $25.73M | 0.9% | -3.4% | 0.005% | |
4/2/2025 | Waller Financial Planning Group Inc. | 4,791 | $570K | 0.2% | +35.6% | 0.000% | |
4/2/2025 | Marotta Asset Management | 4,583 | $537K | 0.1% | +4.9% | 0.000% | |
4/2/2025 | Beacon Wealthcare LLC | 1,880 | $224K | 0.1% | -12.9% | 0.000% | |
4/2/2025 | Global Wealth Strategies & Associates | 3,141 | $374K | 0.1% | +15.6% | 0.000% | |
4/1/2025 | LBJ Family Wealth Advisors Ltd. | 21,833 | $2.60M | 1.7% | -6.8% | 0.001% | |
4/1/2025 | Centre Asset Management LLC | 34,235 | $4.07M | 1.0% | N/A | 0.001% | |
4/1/2025 | Cullen Investment Group LTD. | 95,868 | $11.40M | 1.7% | +66.3% | 0.002% | |
4/1/2025 | Confluence Investment Management LLC | 6,074 | $722K | 0.0% | +1.9% | 0.000% | |
4/1/2025 | Neville Rodie & Shaw Inc. | 246,993 | $29.38M | 2.3% | -0.7% | 0.006% | |
4/1/2025 | MassMutual Private Wealth & Trust FSB | 147,054 | $17.49M | 0.5% | +5.9% | 0.003% | |
4/1/2025 | Emprise Bank | 6,283 | $747K | 0.4% | -13.7% | 0.000% | |
4/1/2025 | First Financial Bank Trust Division | 77,622 | $9.23M | 0.9% | -3.6% | 0.002% | |
3/24/2025 | Fire Capital Management LLC | 18,280 | $1.97M | 1.5% | N/A | 0.000% | |
3/24/2025 | Fulcrum Equity Management | 3,915 | $421K | 0.4% | -47.2% | 0.000% | |
3/24/2025 | Mascagni Wealth Management Inc. | 8,812 | $948K | 0.8% | N/A | 0.000% | |
3/21/2025 | Prostatis Group LLC | 14,767 | $1.59M | 0.5% | +12.0% | 0.000% | |
3/19/2025 | M1 Capital Management LLC | 5,853 | $630K | 0.3% | N/A | 0.000% | |
3/19/2025 | Northeast Planning Associates INC. NH | 2,807 | $302K | 0.3% | N/A | 0.000% | |
3/19/2025 | DSG Capital Advisors LLC | 15,337 | $1.65M | 0.3% | N/A | 0.000% | |
3/19/2025 | Chancellor Financial Group WB LP | 6,562 | $706K | 0.6% | N/A | 0.000% | |
3/18/2025 | Objective Capital Management LLC | 4,654 | $501K | 0.3% | -10.0% | 0.000% | |
3/18/2025 | Triton Wealth Management PLLC | 9,163 | $986K | 0.5% | +2.8% | 0.000% | |
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3/18/2025 | 111 Capital | 36,219 | $3.90M | 0.8% | N/A | 0.001% | |
3/18/2025 | Thoma Capital Management LLC | 1,932 | $208K | 0.1% | N/A | 0.000% | |
3/17/2025 | NorthCrest Asset Manangement LLC | 126,515 | $13.61M | 0.4% | -0.2% | 0.003% | |
3/17/2025 | Members Wealth LLC | 2,617 | $281K | 0.2% | N/A | 0.000% | |
3/14/2025 | Keystone Financial Services LLC | 3,991 | $429K | 0.4% | N/A | 0.000% | |
3/14/2025 | Hara Capital LLC | 42,467 | $4.57M | 2.9% | -0.8% | 0.001% | |
3/13/2025 | PKO Investment Management Joint Stock Co | 85,432 | $9.19M | 1.1% | N/A | 0.002% | |
3/12/2025 | Northstar Financial Companies Inc. | 10,993 | $1.18M | 1.1% | N/A | 0.000% | |
3/12/2025 | Palogic Value Management L.P. | 47,878 | $5.15M | 0.1% | -0.9% | 0.001% | |
3/11/2025 | Campbell Deegan Wealth Management LLC | 5,812 | $625K | 0.8% | N/A | 0.000% | |
3/11/2025 | Lighthouse Financial LLC | 5,357 | $576K | 0.5% | N/A | 0.000% | |
3/11/2025 | Anchor Pointe Wealth Management LLC | 1,971 | $208K | 0.3% | N/A | 0.000% | |
3/10/2025 | Old North State Trust LLC | 10,382 | $1.12M | 0.7% | +9.5% | 0.000% | |
3/10/2025 | Mattson Financial Services LLC | 12,302 | $1.44M | 0.5% | +2.1% | 0.000% | |
3/7/2025 | Alpha Wealth Funds LLC | 2,000 | $212K | 0.2% | N/A | 0.000% | |
3/6/2025 | IronOak Wealth LLC. | 14,092 | $1.52M | 1.7% | N/A | 0.000% | |
3/6/2025 | Elite Financial Inc. | 2,537 | $272K | 0.1% | N/A | 0.000% | |
3/6/2025 | Arcadia Wealth Management Inc. | 4,061 | $437K | 0.4% | N/A | 0.000% | |
3/6/2025 | Wood Tarver Financial Group LLC | 5,116 | $550K | 0.2% | N/A | 0.000% | |
3/6/2025 | TFR Capital LLC. | 7,712 | $830K | 0.4% | N/A | 0.000% | |
3/5/2025 | Castle Rock Wealth Management LLC | 18,896 | $2.05M | 0.5% | -5.9% | 0.000% | |
3/5/2025 | Financial Insights Inc. | 5,754 | $619K | 0.2% | -3.4% | 0.000% | |
3/5/2025 | Probity Advisors Inc. | 9,934 | $1.07M | 0.2% | +12.0% | 0.000% | |
3/4/2025 | Birmingham Capital Management Co. Inc. AL | 53,069 | $5.71M | 2.1% | -1.0% | 0.001% | |
3/4/2025 | Dogwood Wealth Management LLC | 2,234 | $240K | 0.1% | +4.7% | 0.000% | |
3/4/2025 | Smith Shellnut Wilson LLC ADV | 11,161 | $1.20M | 0.5% | +3.3% | 0.000% | |
3/4/2025 | Audent Global Asset Management LLC | 11,980 | $1.29M | 0.8% | +392.8% | 0.000% | |
3/4/2025 | Siemens Fonds Invest GmbH | 31,527 | $3.39M | 0.1% | -52.2% | 0.001% | |
3/3/2025 | Fluent Financial LLC | 4,325 | $465K | 0.2% | +19.2% | 0.000% | |
3/3/2025 | American Investment Services Inc. | 17,456 | $1.88M | 0.3% | +3.0% | 0.000% | |
3/3/2025 | Cim LLC | 26,636 | $2.87M | 0.4% | +0.5% | 0.001% | |
2/28/2025 | BridgePort Financial Solutions LLC | 3,665 | $404K | 0.2% | N/A | 0.000% | |
2/28/2025 | Park Square Financial Group LLC | 5,949 | $640K | 0.4% | N/A | 0.000% | |
2/28/2025 | Total Wealth Planning & Management Inc. | 11,901 | $1.28M | 1.2% | N/A | 0.000% | |
2/28/2025 | Menard Financial Group LLC | 22,867 | $2.46M | 1.5% | +20.1% | 0.001% | |
2/28/2025 | Universal Beteiligungs und Servicegesellschaft mbH | 2,237,179 | $240.65M | 0.5% | N/A | 0.052% | |
2/28/2025 | Brooklyn FI LLC | 3,119 | $343K | 0.1% | N/A | 0.000% | |
2/28/2025 | Employees Retirement System of Texas | 1,001,782 | $107.76M | 0.9% | -3.5% | 0.023% | |
2/27/2025 | Brucke Financial Inc. | 6,650 | $710K | 0.6% | N/A | 0.000% | |
2/27/2025 | Azzad Asset Management Inc. ADV | 43,795 | $4.71M | 0.9% | -0.8% | 0.001% | |
2/27/2025 | REAP Financial Group LLC | 9,135 | $983K | 0.2% | -3.7% | 0.000% | |
2/27/2025 | ABLE Financial Group LLC | 2,989 | $322K | 0.1% | -14.6% | 0.000% | |
2/27/2025 | Chelsea Counsel Co. | 57,767 | $6.21M | 3.2% | -8.3% | 0.001% | |
2/27/2025 | Bernard Wealth Management Corp. | 10,720 | $1.15M | 0.5% | N/A | 0.000% | |
2/27/2025 | XY Planning Network Inc. | 2,337 | $251K | 0.2% | N/A | 0.000% | |
2/27/2025 | Pinnacle Wealth Planning Services Inc. | 21,294 | $2.29M | 0.3% | -25.2% | 0.000% | |
2/26/2025 | Yoffe Investment Management LLC | 4,007 | $431K | 0.6% | N/A | 0.000% | |
2/26/2025 | LifeWealth Investments LLC | 3,097 | $333K | 0.2% | N/A | 0.000% | |
2/26/2025 | Capital A Wealth Management LLC | 301 | $32K | 0.1% | N/A | 0.000% | |
2/26/2025 | Windmill Hill Asset Management Ltd | 5,836 | $628K | 0.2% | -43.6% | 0.000% | |
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2/26/2025 | LM Advisors LLC | 8,184 | $880K | 0.1% | +11.1% | 0.000% | |
2/26/2025 | Virtue Capital Management LLC | 11,887 | $1.28M | 0.3% | +4.2% | 0.000% | |
2/26/2025 | Advisor Resource Council | 4,416 | $475K | 0.3% | -66.9% | 0.000% | |
2/25/2025 | Heck Capital Advisors LLC | 15,910 | $1.71M | 0.1% | N/A | 0.000% | |
2/25/2025 | Leigh Baldwin & CO. LLC | 11,245 | $1.21M | 0.7% | N/A | 0.000% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 241,984 | $26.03M | 0.9% | -11.9% | 0.006% | |
2/25/2025 | Armis Advisers LLC | 19,932 | $2.14M | 0.3% | N/A | 0.000% | |
2/25/2025 | Shufro Rose & Co. LLC | 57,901 | $6.23M | 0.5% | -5.3% | 0.001% | |
2/25/2025 | Integrated Advisors Network LLC | 51,889 | $5.58M | 0.3% | -37.1% | 0.001% | |
2/25/2025 | Garde Capital Inc. | 5,083 | $547K | 0.0% | +26.9% | 0.000% | |