5/15/2024 | Mount Yale Investment Advisors LLC | 14,755 | $597K | 0.0% | +19.7% | 0.003% | |
5/14/2024 | Pitcairn Co. | 5,138 | $208K | 0.0% | N/A | 0.001% | |
5/14/2024 | Lake Street Advisors Group LLC | 11,141 | $451K | 0.0% | +8.6% | 0.003% | |
5/13/2024 | Clearbridge Investments LLC | 5,467 | $221K | 0.0% | N/A | 0.001% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 13,663 | $553K | 0.0% | +115.9% | 0.003% | |
5/10/2024 | Acadian Asset Management LLC | 313,931 | $12.70M | 0.0% | +39.7% | 0.072% | |
|
5/8/2024 | Bleakley Financial Group LLC | 9,887 | $400K | 0.0% | -18.5% | 0.002% | |
5/8/2024 | US Bancorp DE | 27,714 | $1.12M | 0.0% | -1.9% | 0.006% | |
5/8/2024 | Russell Investments Group Ltd. | 51,513 | $2.05M | 0.0% | +17.6% | 0.012% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 1,158 | $47K | 0.0% | +693.2% | 0.000% | |
5/3/2024 | Whittier Trust Co. | 18,087 | $732K | 0.0% | +38.3% | 0.004% | |
5/2/2024 | Jennison Associates LLC | 335,239 | $13.56M | 0.0% | +186.0% | 0.077% | |
4/30/2024 | Allspring Global Investments Holdings LLC | 1,749 | $71K | 0.0% | N/A | 0.000% | |
4/25/2024 | Lindbrook Capital LLC | 2,896 | $117K | 0.0% | +14.3% | 0.001% | |
4/25/2024 | Aaron Wealth Advisors LLC | 7,940 | $321K | 0.0% | +37.4% | 0.002% | |
4/24/2024 | Simplicity Wealth LLC | 9,856 | $399K | 0.0% | N/A | 0.002% | |
4/22/2024 | Drive Wealth Management LLC | 5,409 | $219K | 0.1% | N/A | 0.001% | |
4/19/2024 | First Trust Direct Indexing L.P. | 19,498 | $789K | 0.1% | -16.7% | 0.004% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 1,749 | $71K | 0.0% | N/A | 0.000% | |
4/15/2024 | DGS Capital Management LLC | 15,713 | $636K | 0.2% | +41.6% | 0.004% | |
4/15/2024 | Atlas Capital Advisors LLC | 734 | $30K | 0.0% | N/A | 0.000% | |
4/11/2024 | Ballentine Partners LLC | 8,622 | $349K | 0.0% | +9.3% | 0.002% | |
4/5/2024 | GAMMA Investing LLC | 1,219 | $49K | 0.0% | +38.8% | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 23,478 | $908K | 0.0% | -8.0% | 0.005% | |
3/1/2024 | Goldman Sachs Group Inc. | 1,002,215 | $38.76M | 0.0% | +1.1% | 0.230% | |
2/26/2024 | Syon Capital LLC | 10,993 | $425K | 0.0% | +40.2% | 0.003% | |
2/14/2024 | Barometer Capital Management Inc. | 3,100 | $120K | 0.0% | N/A | 0.001% | |
2/13/2024 | Crossmark Global Holdings Inc. | 36,658 | $1.42M | 0.0% | +1.3% | 0.008% | |
2/13/2024 | Lake Street Advisors Group LLC | 10,255 | $397K | 0.0% | -12.2% | 0.002% | |
2/12/2024 | Eagle Asset Management Inc. | 9,896 | $383K | 0.0% | -4.2% | 0.002% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 9,176 | $355K | 0.0% | -5.3% | 0.002% | |
2/9/2024 | Orion Portfolio Solutions LLC | 12,161 | $448K | 0.0% | -3.8% | 0.003% | |
2/9/2024 | US Bancorp DE | 28,262 | $1.09M | 0.0% | +6.7% | 0.006% | |
2/9/2024 | Corient Private Wealth LLC | 14,597 | $564K | 0.0% | -3.0% | 0.003% | |
2/9/2024 | PNC Financial Services Group Inc. | 23,478 | $908K | 0.0% | -8.0% | 0.005% | |
2/8/2024 | FCA Corp TX | 31,500 | $1.22M | 0.4% | +26.0% | 0.007% | |
2/8/2024 | Quadrant Capital Group LLC | 15,302 | $592K | 0.1% | +2.8% | 0.004% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 38,888 | $1.50M | 0.0% | +7.0% | 0.009% | |
2/6/2024 | Natixis Advisors L.P. | 37,399 | $1.45M | 0.0% | +79.3% | 0.009% | |
2/6/2024 | West Family Investments Inc. | 5,838 | $226K | 0.1% | N/A | 0.001% | |
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2/6/2024 | First Trust Direct Indexing L.P. | 23,397 | $905K | 0.1% | +7.1% | 0.005% | |
2/5/2024 | Sage Rhino Capital LLC | 5,965 | $231K | 0.1% | N/A | 0.001% | |
2/5/2024 | Russell Investments Group Ltd. | 43,820 | $1.68M | 0.0% | +72.2% | 0.010% | |
2/2/2024 | Syon Capital LLC | 10,993 | $425K | 0.0% | +40.2% | 0.003% | |
2/1/2024 | Yousif Capital Management LLC | 6,834 | $264K | 0.0% | N/A | 0.002% | |
2/1/2024 | GAMMA Investing LLC | 878 | $33K | 0.0% | N/A | 0.000% | |
2/1/2024 | New York State Common Retirement Fund | 63,558 | $2.46M | 0.0% | +111.1% | 0.015% | |
2/1/2024 | PDS Planning Inc | 5,395 | $209K | 0.0% | N/A | 0.001% | |
2/1/2024 | Jennison Associates LLC | 117,206 | $4.53M | 0.0% | N/A | 0.027% | |
2/1/2024 | Signaturefd LLC | 19,864 | $768K | 0.0% | +4.9% | 0.005% | |
1/31/2024 | Greenleaf Trust | 9,973 | $386K | 0.0% | -2.9% | 0.002% | |
1/29/2024 | Simplicity Solutions LLC | 12,124 | $469K | 0.0% | +5.4% | 0.003% | |
1/29/2024 | Clarius Group LLC | 14,583 | $564K | 0.0% | +61.8% | 0.003% | |
1/26/2024 | Cerity Partners LLC | 21,023 | $813K | 0.0% | +39.8% | 0.005% | |
1/26/2024 | Aaron Wealth Advisors LLC | 5,777 | $223K | 0.0% | N/A | 0.001% | |
1/26/2024 | Sequoia Financial Advisors LLC | 12,264 | $474K | 0.0% | +17.8% | 0.003% | |
1/25/2024 | Bleakley Financial Group LLC | 12,124 | $469K | 0.0% | +5.4% | 0.003% | |
1/23/2024 | Ballentine Partners LLC | 7,887 | $305K | 0.0% | N/A | 0.002% | |
1/19/2024 | Fifth Third Bancorp | 3,681 | $142K | 0.0% | +492.8% | 0.001% | |
1/16/2024 | Raymond James & Associates | 7,068 | $273K | 0.0% | N/A | 0.002% | |
1/12/2024 | Mutual Advisors LLC | 14,198 | $549K | 0.0% | N/A | 0.003% | |
1/11/2024 | Whittier Trust Co. | 13,077 | $506K | 0.0% | N/A | 0.003% | |
11/13/2023 | Natixis Advisors L.P. | 20,855 | $547K | 0.0% | +75.6% | 0.005% | |
11/13/2023 | Eagle Asset Management Inc. | 10,333 | $271K | 0.0% | N/A | 0.002% | |
11/13/2023 | Mariner LLC | 35,483 | $931K | 0.0% | +1.8% | 0.008% | |
11/13/2023 | Acadian Asset Management LLC | 116,574 | $3.06M | 0.0% | +754.0% | 0.027% | |
11/13/2023 | Balentine LLC | 11,248 | $295K | 0.0% | +6.2% | 0.003% | |
11/13/2023 | FMR LLC | 119,208 | $3.13M | 0.0% | +3.4% | 0.027% | |
11/13/2023 | PNC Financial Services Group Inc. | 25,530 | $670K | 0.0% | -1.9% | 0.006% | |
11/8/2023 | Vanguard Personalized Indexing Management LLC | 36,349 | $954K | 0.0% | +9.7% | 0.008% | |
11/8/2023 | Dorsey & Whitney Trust CO LLC | 9,690 | $254K | 0.0% | +4.7% | 0.002% | |
11/7/2023 | New York State Common Retirement Fund | 30,101 | $790K | 0.0% | +357.7% | 0.007% | |
11/4/2023 | Syon Capital LLC | 7,839 | $206K | 0.0% | N/A | 0.002% | |
11/4/2023 | Signaturefd LLC | 18,943 | $497K | 0.0% | +5.0% | 0.004% | |
11/1/2023 | Orion Portfolio Solutions LLC | 12,638 | $332K | 0.0% | -24.2% | 0.003% | |
10/26/2023 | Advisor Partners II LLC | 21,991 | $577K | 0.0% | +24.4% | 0.005% | |
10/24/2023 | Bank of New York Mellon Corp | 31,564 | $828K | 0.0% | -4.0% | 0.007% | |
10/19/2023 | Clarius Group LLC | 9,015 | $237K | 0.0% | +5.0% | 0.002% | |
8/11/2023 | PNC Financial Services Group Inc. | 26,034 | $700K | 0.0% | +7.2% | 0.006% | |
8/10/2023 | Lake Street Advisors Group LLC | 11,500 | $309K | 0.0% | +9.1% | 0.003% | |
8/10/2023 | Quadrant Capital Group LLC | 13,595 | $366K | 0.0% | +4.7% | 0.003% | |
8/10/2023 | US Bancorp DE | 28,557 | $768K | 0.0% | -17.8% | 0.006% | |
8/10/2023 | Clarius Group LLC | 8,583 | $231K | 0.0% | N/A | 0.002% | |
8/8/2023 | Sequoia Financial Advisors LLC | 10,163 | $273K | 0.0% | N/A | 0.002% | |
8/7/2023 | Acadian Asset Management LLC | 13,651 | $364K | 0.0% | N/A | 0.003% | |
8/4/2023 | Quantinno Capital Management LP | 21,943 | $590K | 0.0% | +12.5% | 0.005% | |
8/4/2023 | EverSource Wealth Advisors LLC | 1,348 | $36K | 0.0% | +125.0% | 0.000% | |
8/2/2023 | Bank of Montreal Can | 7,755 | $214K | 0.0% | N/A | 0.002% | |
8/1/2023 | Signaturefd LLC | 18,042 | $485K | 0.0% | +20.3% | 0.004% | |
7/31/2023 | Crossmark Global Holdings Inc. | 29,822 | $870K | 0.0% | -93.0% | 0.007% | |
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7/28/2023 | Vanguard Personalized Indexing Management LLC | 33,124 | $891K | 0.0% | +34.3% | 0.008% | |
7/26/2023 | Ballentine Partners LLC | 7,619 | $205K | 0.0% | N/A | 0.002% | |
7/21/2023 | Creative Planning | 46,450 | $1.25M | 0.0% | +55.3% | 0.011% | |
7/14/2023 | First Trust Direct Indexing L.P. | 22,174 | $596K | 0.1% | +24.3% | 0.005% | |
5/12/2023 | Ethic Inc. | 32,390 | $701K | 0.0% | +31.3% | 0.007% | |
5/11/2023 | Balentine LLC | 10,030 | $217K | 0.0% | N/A | 0.002% | |
5/11/2023 | Cerity Partners LLC | 21,413 | $464K | 0.0% | +66.6% | 0.005% | |
5/11/2023 | Greenleaf Trust | 10,290 | $223K | 0.0% | N/A | 0.002% | |
5/10/2023 | Vanguard Personalized Indexing Management LLC | 24,666 | $534K | 0.0% | +36.9% | 0.006% | |
5/9/2023 | US Bancorp DE | 34,723 | $752K | 0.0% | +11.2% | 0.008% | |