5/29/2024 | Clean Yield Group | 918,980 | $3.25M | 1.3% | +3.6% | 0.016% | |
5/24/2024 | Cetera Advisors LLC | 30,581 | $108K | 0.0% | +38.4% | 0.001% | |
5/20/2024 | Virtu Financial LLC | 196,805 | $697K | 0.1% | -59.9% | 0.003% | |
5/17/2024 | Tidal Investments LLC | 39,635 | $140K | 0.0% | +111.0% | 0.001% | |
5/15/2024 | SVB Wealth LLC | 15,970 | $57K | 0.0% | N/A | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 158,795 | $562K | 0.0% | +35.6% | 0.003% | |
|
5/14/2024 | CreativeOne Wealth LLC | 17,628 | $63K | 0.0% | +62.3% | 0.000% | |
5/14/2024 | Pitcairn Co. | 36,724 | $130K | 0.0% | N/A | 0.001% | |
5/14/2024 | Lake Street Advisors Group LLC | 31,212 | $110K | 0.0% | -19.3% | 0.001% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 26,738 | $95K | 0.0% | +111.9% | 0.000% | |
5/11/2024 | Patten & Patten Inc. TN | 33,140 | $117K | 0.0% | +150.1% | 0.001% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 24,375 | $86K | 0.0% | +73.3% | 0.000% | |
5/8/2024 | Henry James International Management Inc. | 974,299 | $3.45M | 1.1% | +12.9% | 0.017% | |
5/8/2024 | US Bancorp DE | 198,081 | $701K | 0.0% | -4.9% | 0.004% | |
5/8/2024 | Russell Investments Group Ltd. | 1,749,327 | $6.19M | 0.0% | +98.3% | 0.031% | |
5/8/2024 | QRG Capital Management Inc. | 222,240 | $787K | 0.0% | +17.8% | 0.004% | |
5/7/2024 | Sei Investments Co. | 2,674,435 | $9.47M | 0.0% | +1.5% | 0.047% | |
5/7/2024 | Atomi Financial Group Inc. | 13,176 | $47K | 0.0% | N/A | 0.000% | |
5/7/2024 | Susquehanna International Securities Ltd. | 1,636,996 | $5.80M | 2.3% | +13.9% | 0.029% | |
5/7/2024 | SG Americas Securities LLC | 75,296 | $267K | 0.0% | N/A | 0.001% | |
5/6/2024 | ORG Partners LLC | 11,500 | $40K | 0.1% | N/A | 0.000% | |
5/6/2024 | Lesa Sroufe & Co | 412,462 | $1.46M | 1.4% | +3.5% | 0.007% | |
5/4/2024 | Csenge Advisory Group | 21,404 | $76K | 0.0% | +49.2% | 0.000% | |
5/3/2024 | Pzena Investment Management LLC | 67,489,193 | $238.91M | 0.8% | +29.0% | 1.198% | |
5/2/2024 | Choreo LLC | 32,882 | $116K | 0.0% | +15.9% | 0.001% | |
5/2/2024 | PDS Planning Inc | 33,943 | $120K | 0.0% | +46.8% | 0.001% | |
5/1/2024 | Capital Investment Counsel Inc | 26,127 | $92K | 0.0% | -12.3% | 0.000% | |
5/1/2024 | Capstone Investment Advisors LLC | 69,725 | $247K | 0.0% | N/A | 0.001% | |
5/1/2024 | Janney Montgomery Scott LLC | 16,296 | $58K | 0.0% | -25.4% | 0.000% | |
5/1/2024 | BNP Paribas Financial Markets | 118,974 | $421K | 0.0% | -92.0% | 0.002% | |
5/1/2024 | Intelligence Driven Advisers LLC | 18,576 | $66K | 0.0% | N/A | 0.000% | |
5/1/2024 | Mission Wealth Management LP | 82,148 | $291K | 0.0% | +16.2% | 0.001% | |
5/1/2024 | Sequoia Financial Advisors LLC | 242,658 | $859K | 0.0% | +5.8% | 0.004% | |
4/30/2024 | TSP Capital Management Group LLC | 2,179,467 | $7.72M | 2.5% | +89.2% | 0.039% | |
4/30/2024 | HB Wealth Management LLC | 12,902 | $46K | 0.0% | N/A | 0.000% | |
4/30/2024 | Vest Financial LLC | 16,079 | $57K | 0.0% | N/A | 0.000% | |
4/30/2024 | Caprock Group LLC | 45,950 | $163K | 0.0% | +167.9% | 0.001% | |
4/30/2024 | Perigon Wealth Management LLC | 10,745 | $38K | 0.0% | N/A | 0.000% | |
4/30/2024 | Allspring Global Investments Holdings LLC | 9,972 | $35K | 0.0% | N/A | 0.000% | |
4/30/2024 | Commonwealth Equity Services LLC | 155,768 | $551K | 0.0% | -23.2% | 0.003% | |
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4/29/2024 | Onyx Bridge Wealth Group LLC | 12,916 | $47K | 0.0% | N/A | 0.000% | |
4/29/2024 | RWA Wealth Partners LLC | 15,500 | $55K | 0.0% | -72.9% | 0.000% | |
4/26/2024 | Sage Rhino Capital LLC | 20,742 | $73K | 0.0% | N/A | 0.000% | |
4/26/2024 | Checchi Capital Advisers LLC | 10,011 | $35K | 0.0% | N/A | 0.000% | |
4/25/2024 | Valeo Financial Advisors LLC | 18,458 | $67K | 0.0% | N/A | 0.000% | |
4/24/2024 | Pinnacle Wealth Management Group Inc. | 43,037 | $152K | 0.1% | -34.8% | 0.001% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 468,982 | $1.66M | 0.0% | -10.2% | 0.008% | |
4/22/2024 | PFG Investments LLC | 52,894 | $187K | 0.0% | N/A | 0.001% | |
4/22/2024 | Drive Wealth Management LLC | 13,603 | $48K | 0.0% | N/A | 0.000% | |
4/22/2024 | Investors Asset Management of Georgia Inc. GA ADV | 144,274 | $511K | 0.2% | -7.4% | 0.003% | |
4/19/2024 | First Trust Direct Indexing L.P. | 76,114 | $269K | 0.0% | -6.1% | 0.001% | |
4/19/2024 | Wealthstar Advisors LLC | 32,923 | $117K | 0.0% | +72.4% | 0.001% | |
4/19/2024 | Sivia Capital Partners LLC | 17,678 | $63K | 0.0% | +22.0% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 9,972 | $35K | 0.0% | N/A | 0.000% | |
4/16/2024 | 180 Wealth Advisors LLC | 62,290 | $221K | 0.0% | +10.4% | 0.001% | |
4/15/2024 | DGS Capital Management LLC | 58,572 | $207K | 0.1% | +8.4% | 0.001% | |
4/15/2024 | Folketrygdfondet | 12,357,983 | $43.75M | 0.9% | -34.9% | 0.219% | |
4/12/2024 | Murphy Pohlad Asset Management LLC | 723,845 | $2.56M | 1.0% | +28.8% | 0.013% | |
4/11/2024 | Ballentine Partners LLC | 42,984 | $152K | 0.0% | +36.1% | 0.001% | |
4/11/2024 | First Affirmative Financial Network | 31,351 | $111K | 0.1% | +10.3% | 0.001% | |
4/10/2024 | Banque Cantonale Vaudoise | 9,229 | $33K | 0.0% | +48.2% | 0.000% | |
4/5/2024 | CWM LLC | 17,542 | $62K | 0.0% | +40.4% | 0.000% | |
4/1/2024 | Park National Corp OH | 16,274 | $58K | 0.0% | +44.3% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 193,974 | $663K | 0.0% | -6.9% | 0.003% | |
3/22/2024 | PNC Financial Services Group Inc. | 82,972 | $284K | 0.0% | -24.2% | 0.001% | |
3/15/2024 | Skyline Advisors Inc. | 23,839 | $82K | 0.0% | N/A | 0.000% | |
3/13/2024 | Sivia Capital Partners LLC | 14,494 | $50K | 0.0% | N/A | 0.000% | |
3/6/2024 | SageView Advisory Group LLC | 13,022 | $48K | 0.0% | N/A | 0.000% | |
2/26/2024 | Syon Capital LLC | 13,426 | $46K | 0.0% | N/A | 0.000% | |
2/26/2024 | Virtu Financial LLC | 490,729 | $1.68M | 0.1% | +123.1% | 0.009% | |
2/21/2024 | V Square Quantitative Management LLC | 80,412 | $275K | 0.1% | N/A | 0.001% | |
2/14/2024 | Neuberger Berman Group LLC | 889,260 | $3.04M | 0.0% | +0.4% | 0.016% | |
2/13/2024 | Angeles Wealth Management LLC | 36,794 | $126K | 0.0% | N/A | 0.001% | |
2/13/2024 | Capital International Investors | 8,269,897 | $27.87M | 0.0% | -7.7% | 0.147% | |
2/13/2024 | Lake Street Advisors Group LLC | 38,661 | $132K | 0.0% | -20.1% | 0.001% | |
2/13/2024 | DCF Advisers LLC | 50,000 | $171K | 0.1% | -70.8% | 0.001% | |
2/13/2024 | Peapack Gladstone Financial Corp | 10,301 | $35K | 0.0% | N/A | 0.000% | |
2/12/2024 | Qtron Investments LLC | 95,992 | $328K | 0.1% | N/A | 0.002% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 14,067 | $48K | 0.0% | -16.8% | 0.000% | |
2/12/2024 | Catalytic Wealth RIA LLC | 12,794 | $44K | 0.0% | N/A | 0.000% | |
2/12/2024 | Fiduciary Trust Co | 24,864 | $85K | 0.0% | -16.1% | 0.000% | |
2/12/2024 | Edmond DE Rothschild Holding S.A. | 9,600 | $33K | 0.0% | -29.4% | 0.000% | |
2/12/2024 | Artisan Partners Limited Partnership | 106,769,682 | $365.15M | 0.6% | +5.0% | 1.896% | |
2/9/2024 | Advisory Services Network LLC | 111,064 | $380K | 0.0% | -7.0% | 0.002% | |
2/9/2024 | Neuberger Berman Group LLC | 889,260 | $3.04M | 0.0% | +0.4% | 0.016% | |
2/9/2024 | US Bancorp DE | 208,327 | $712K | 0.0% | -43.3% | 0.004% | |
2/9/2024 | Pzena Investment Management LLC | 52,313,442 | $178.91M | 0.7% | +22.3% | 0.929% | |
2/9/2024 | King Luther Capital Management Corp | 19,200 | $66K | 0.0% | -23.2% | 0.000% | |
2/9/2024 | Tieton Capital Management LLC | 10,000 | $34K | 0.0% | N/A | 0.000% | |
2/9/2024 | Assetmark Inc. | 35,092 | $120K | 0.0% | +8.6% | 0.001% | |
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2/9/2024 | UBS Group AG | 3,768,087 | $12.89M | 0.0% | -3.7% | 0.067% | |
2/9/2024 | PNC Financial Services Group Inc. | 82,972 | $284K | 0.0% | -24.2% | 0.001% | |
2/8/2024 | AMG National Trust Bank | 12,659 | $43K | 0.0% | -95.6% | 0.000% | |
2/8/2024 | Marathon Capital Management | 13,950 | $47K | 0.0% | -39.2% | 0.000% | |
2/8/2024 | Panagora Asset Management Inc. | 281,513 | $963K | 0.0% | -4.6% | 0.005% | |
2/8/2024 | Quadrant Capital Group LLC | 20,833 | $71K | 0.0% | -50.9% | 0.000% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 23,549 | $81K | 0.0% | -36.2% | 0.000% | |
2/8/2024 | Advisor OS LLC | 30,023 | $103K | 0.0% | N/A | 0.001% | |
2/7/2024 | Forum Financial Management LP | 47,801 | $163K | 0.0% | -65.8% | 0.001% | |
2/7/2024 | Formidable Asset Management LLC | 28,622 | $98K | 0.0% | N/A | 0.001% | |