5/30/2024 | Cambridge Trust Co. | 112,196 | $17.70M | 0.7% | -3.5% | 0.006% | |
5/30/2024 | Motiv8 Investments LLC | 5,235 | $826K | 0.6% | +17.1% | 0.000% | |
5/30/2024 | Peninsula Wealth LLC | 1,280 | $202K | 0.0% | N/A | 0.000% | |
5/29/2024 | Pathway Financial Advisers LLC | 24,242 | $3.82M | 1.4% | N/A | 0.001% | |
5/29/2024 | Birmingham Capital Management Co. Inc. AL | 54,308 | $8.57M | 3.2% | -2.8% | 0.003% | |
5/29/2024 | Instrumental Wealth LLC | 2,162 | $344K | 0.1% | +7.7% | 0.000% | |
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5/29/2024 | Soltis Investment Advisors LLC | 36,550 | $5.77M | 0.6% | +2.8% | 0.002% | |
5/29/2024 | Alexander Labrunerie & CO. Inc. | 14,816 | $2.34M | 1.3% | N/A | 0.001% | |
5/29/2024 | Garde Capital Inc. | 991 | $156K | 0.0% | -41.5% | 0.000% | |
5/28/2024 | WFA Asset Management Corp | 5,331 | $841K | 0.4% | -5.1% | 0.000% | |
5/28/2024 | Teachers Retirement System of The State of Kentucky | 209,062 | $32.98M | 0.3% | -23.2% | 0.011% | |
5/24/2024 | Cetera Advisor Networks LLC | 333,744 | $52.65M | 0.3% | +2.9% | 0.018% | |
5/24/2024 | Cetera Advisors LLC | 307,078 | $48.44M | 0.4% | +64.3% | 0.017% | |
5/24/2024 | Cetera Investment Advisers | 749,000 | $118.15M | 0.3% | +248.7% | 0.041% | |
5/23/2024 | Community Trust & Investment Co. | 113,911 | $17.97M | 1.3% | +4.5% | 0.006% | |
5/23/2024 | Austin Wealth Management LLC | 2,319 | $365K | 0.1% | +29.3% | 0.000% | |
5/22/2024 | Burney Co. | 17,481 | $2.76M | 0.1% | +1.6% | 0.001% | |
5/22/2024 | First City Capital Management Inc. | 12,713 | $2.01M | 1.1% | -3.8% | 0.001% | |
5/22/2024 | Orleans Capital Management Corp LA | 19,724 | $3.11M | 2.0% | -21.6% | 0.001% | |
5/22/2024 | Second Line Capital LLC | 19,847 | $3.13M | 1.0% | +2.4% | 0.001% | |
5/22/2024 | BigSur Wealth Management LLC | 8,600 | $1.36M | 0.4% | +330.0% | 0.000% | |
5/21/2024 | Atria Investments Inc | 232,645 | $36.70M | 0.5% | +9.1% | 0.013% | |
5/21/2024 | Swedbank AB | 546,033 | $86.13M | 0.1% | N/A | 0.030% | |
5/21/2024 | Sanibel Captiva Trust Company Inc. | 142,609 | $22.50M | 0.8% | +4.7% | 0.008% | |
5/21/2024 | LRI Investments LLC | 12,699 | $2.00M | 0.3% | N/A | 0.001% | |
5/21/2024 | Arrow Financial Corp | 15,419 | $2.43M | 0.2% | -0.8% | 0.001% | |
5/20/2024 | Independent Wealth Network Inc. | 27,639 | $4.36M | 2.0% | +5.9% | 0.001% | |
5/20/2024 | Strategic Wealth Partners Ltd. | 6,782 | $1.07M | 0.1% | +15.3% | 0.000% | |
5/20/2024 | Pacific Center for Financial Services | 15,221 | $2.40M | 0.7% | +0.6% | 0.001% | |
5/20/2024 | Highlander Capital Management LLC | 18,600 | $2.93M | 1.0% | +42.2% | 0.001% | |
5/17/2024 | Wahed Invest LLC | 33,673 | $5.31M | 1.2% | +14.5% | 0.002% | |
5/17/2024 | Citizens Financial Group Inc. RI | 38,364 | $6.05M | 0.2% | +6.3% | 0.002% | |
5/17/2024 | CCM Investment Advisers LLC | 68,163 | $10.75M | 1.3% | +0.4% | 0.004% | |
5/17/2024 | Advisory Resource Group | 4,476 | $706K | 0.2% | +12.5% | 0.000% | |
5/17/2024 | Heartland Bank & Trust Co | 5,942 | $937K | 0.5% | +97.7% | 0.000% | |
5/17/2024 | Investmark Advisory Group LLC | 24,537 | $3.87M | 2.1% | -1.9% | 0.001% | |
5/17/2024 | Montchanin Asset Management LLC | 12,904 | $2.04M | 2.0% | N/A | 0.001% | |
5/17/2024 | New Covenant Trust Company N.A. | 2,218 | $350K | 0.3% | N/A | 0.000% | |
5/17/2024 | Plato Investment Management Ltd | 41,414 | $6.53M | 0.7% | +3,207.8% | 0.002% | |
5/17/2024 | XML Financial LLC | 42,409 | $6.69M | 0.7% | -8.1% | 0.002% | |
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5/17/2024 | iA Global Asset Management Inc. | 28,558 | $4.51M | 0.1% | -3.0% | 0.002% | |
5/17/2024 | WealthPlan Investment Management LLC | 72,794 | $11.48M | 1.8% | +4.7% | 0.004% | |
5/17/2024 | Garner Asset Management Corp | 17,467 | $2.76M | 1.4% | +3.1% | 0.001% | |
5/17/2024 | KLCM Advisors Inc. | 24,996 | $3.94M | 0.5% | +5.1% | 0.001% | |
5/17/2024 | Vista Investment Partners LLC | 55,211 | $8.71M | 3.0% | -5.1% | 0.003% | |
5/17/2024 | First Western Trust Bank | 5,078 | $801K | 0.0% | -29.4% | 0.000% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 5,709 | $901K | 0.1% | -7.6% | 0.000% | |
5/17/2024 | Beacon Capital Management LLC | 4,879 | $770K | 0.2% | +20.8% | 0.000% | |
5/17/2024 | Semmax Financial Advisors Inc. | 4,277 | $704K | 0.2% | +16.0% | 0.000% | |
5/17/2024 | Pineridge Advisors LLC | 339 | $53K | 0.0% | -25.8% | 0.000% | |
5/17/2024 | Hancock Whitney Corp | 93,794 | $14.80M | 0.5% | -2.1% | 0.005% | |
5/17/2024 | Comerica Bank | 882,679 | $139.23M | 0.6% | +3.2% | 0.048% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 16,562 | $2.61M | 0.5% | N/A | 0.001% | |
5/17/2024 | Tidal Investments LLC | 158,849 | $25.04M | 0.4% | +35.2% | 0.009% | |
5/17/2024 | Creekmur Asset Management LLC | 880 | $139K | 0.0% | +13.5% | 0.000% | |
5/16/2024 | Redwood Investment Management LLC | 7,012 | $1.11M | 0.1% | -50.4% | 0.000% | |
5/16/2024 | California State Teachers Retirement System | 2,573,821 | $406.00M | 0.5% | -3.3% | 0.139% | |
5/16/2024 | Global Financial Private Client LLC | 21,062 | $3.35M | 1.4% | +4.1% | 0.001% | |
5/16/2024 | Slagle Financial LLC | 14,703 | $2.32M | 1.3% | -72.2% | 0.001% | |
5/16/2024 | Meiji Yasuda Life Insurance Co | 11,342 | $1.79M | 0.0% | -4.1% | 0.001% | |
5/16/2024 | Levin Capital Strategies L.P. | 90,909 | $14.34M | 1.4% | +87.6% | 0.005% | |
5/16/2024 | FSA Wealth Management LLC | 1,144 | $180K | 0.1% | +15.0% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 121,825 | $20.54M | 0.5% | -3.8% | 0.007% | |
5/16/2024 | Ancora Advisors LLC | 315,723 | $49.80M | 1.1% | +3.4% | 0.017% | |
5/16/2024 | Sweeney & Michel LLC | 3,472 | $568K | 0.3% | N/A | 0.000% | |
5/16/2024 | Oxford Wealth Group LLC | 6,809 | $1.07M | 1.0% | N/A | 0.000% | |
5/16/2024 | Whalerock Point Partners LLC | 22,146 | $3.49M | 1.0% | +1.6% | 0.001% | |
5/16/2024 | Icon Wealth Advisors LLC | 116,456 | $18.37M | 1.7% | -1.6% | 0.006% | |
5/16/2024 | Industrial Alliance Investment Management Inc. | 4,410 | $696K | 0.3% | +3.3% | 0.000% | |
5/16/2024 | IronBridge Private Wealth LLC | 41,621 | $6.57M | 2.7% | +6.2% | 0.002% | |
5/16/2024 | Janus Henderson Group PLC | 2,752,828 | $434.22M | 0.2% | -3.2% | 0.149% | |
5/16/2024 | Kahn Brothers Group Inc. | 1,800 | $284K | 0.0% | -26.5% | 0.000% | |
5/16/2024 | Kennedy Capital Management LLC | 35,266 | $5.56M | 0.1% | N/A | 0.002% | |
5/16/2024 | Bayesian Capital Management LP | 81,996 | $12.93M | 1.2% | +316.3% | 0.004% | |
5/16/2024 | Benchmark Investment Advisors LLC | 3,112 | $491K | 0.4% | -9.3% | 0.000% | |
5/16/2024 | Blackstone Inc. | 9,529 | $1.50M | 0.0% | +14.4% | 0.001% | |
5/16/2024 | Waverly Advisors LLC | 56,824 | $8.96M | 0.2% | +85.4% | 0.003% | |
5/16/2024 | Kinloch Capital LLC | 24,441 | $3.86M | 2.0% | +12.6% | 0.001% | |
5/16/2024 | Silvercrest Asset Management Group LLC | 747,158 | $117.86M | 0.8% | -0.3% | 0.040% | |
5/16/2024 | Captrust Financial Advisors | 1,118,956 | $176.50M | 0.6% | +8.9% | 0.061% | |
5/16/2024 | Lavaca Capital LLC | 1,305 | $206K | 0.1% | N/A | 0.000% | |
5/15/2024 | Ascent Group LLC | 24,613 | $3.88M | 0.3% | -1.2% | 0.001% | |
5/15/2024 | SVB Wealth LLC | 121,781 | $19.21M | 0.4% | +86.4% | 0.007% | |
5/15/2024 | QVR LLC | 2,857 | $451K | 0.1% | N/A | 0.000% | |
5/15/2024 | Transcendent Capital Group LLC | 799 | $126K | 0.1% | +96.3% | 0.000% | |
5/15/2024 | Mount Yale Investment Advisors LLC | 20,439 | $3.22M | 0.2% | +89.5% | 0.001% | |
5/15/2024 | Evergreen Wealth Solutions LLC | 8,050 | $1.27M | 0.9% | -6.9% | 0.000% | |
5/15/2024 | Beaird Harris Wealth Management LLC | 4,300 | $678K | 0.1% | +25.9% | 0.000% | |
5/15/2024 | Talisman Wealth Advisors LLC | 4,417 | $697K | 0.9% | -5.5% | 0.000% | |
5/15/2024 | Public Employees Retirement System of Ohio | 824,210 | $130.01M | 0.5% | -7.2% | 0.045% | |
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5/15/2024 | Public Employees Retirement Association of Colorado | 1,180,064 | $186.14M | 0.8% | -2.3% | 0.064% | |
5/15/2024 | Energy Income Partners LLC | 69,924 | $11.03M | 0.2% | -35.7% | 0.004% | |
5/15/2024 | Morse Asset Management Inc | 27,096 | $4.27M | 1.1% | -23.1% | 0.001% | |
5/15/2024 | Manhattan West Asset Management LLC | 15,178 | $2.39M | 0.6% | +6.5% | 0.001% | |
5/15/2024 | Kentucky Retirement Systems Insurance Trust Fund | 57,238 | $9.03M | 0.6% | -8.5% | 0.003% | |
5/15/2024 | Kentucky Retirement Systems | 131,719 | $20.78M | 0.6% | -6.2% | 0.007% | |
5/15/2024 | CoreFirst Bank & Trust | 13,549 | $2.14M | 1.3% | -1.3% | 0.001% | |
5/15/2024 | Price T Rowe Associates Inc. MD | 9,342,484 | $1.47B | 0.2% | -27.4% | 0.506% | |
5/15/2024 | BOKF NA | 210,052 | $33.42M | 0.6% | +11.7% | 0.011% | |
5/15/2024 | Kestra Advisory Services LLC | 317,069 | $50.01M | 0.3% | +15.7% | 0.017% | |