5/30/2024 | Cambridge Trust Co. | 490,112 | $56.97M | 2.2% | +0.7% | 0.012% | |
5/30/2024 | Motiv8 Investments LLC | 9,716 | $1.13M | 0.9% | +1.9% | 0.000% | |
5/29/2024 | Pathway Financial Advisers LLC | 3,965 | $461K | 0.2% | N/A | 0.000% | |
5/29/2024 | Birmingham Capital Management Co. Inc. AL | 53,860 | $6.26M | 2.3% | -0.2% | 0.001% | |
5/29/2024 | Instrumental Wealth LLC | 4,364 | $501K | 0.2% | +13.1% | 0.000% | |
5/29/2024 | Soltis Investment Advisors LLC | 18,752 | $2.18M | 0.2% | -12.8% | 0.000% | |
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5/29/2024 | Alexander Labrunerie & CO. Inc. | 38,457 | $4.47M | 2.5% | N/A | 0.001% | |
5/29/2024 | Clean Yield Group | 4,580 | $532K | 0.2% | -5.5% | 0.000% | |
5/29/2024 | Garde Capital Inc. | 4,443 | $516K | 0.0% | -13.6% | 0.000% | |
5/28/2024 | Boston Partners | 157,978 | $18.36M | 0.0% | +0.1% | 0.004% | |
5/28/2024 | Verity Asset Management Inc. | 3,550 | $413K | 0.2% | +11.4% | 0.000% | |
5/28/2024 | Teachers Retirement System of The State of Kentucky | 329,216 | $38.27M | 0.3% | -37.3% | 0.008% | |
5/24/2024 | Cetera Advisor Networks LLC | 607,204 | $70.58M | 0.3% | +0.6% | 0.015% | |
5/24/2024 | Cetera Advisors LLC | 361,681 | $42.04M | 0.3% | +74.8% | 0.009% | |
5/24/2024 | Cetera Investment Advisers | 1,234,355 | $143.48M | 0.3% | +194.1% | 0.031% | |
5/24/2024 | Invst LLC | 11,163 | $1.31M | 0.2% | +6.0% | 0.000% | |
5/24/2024 | Northwest Bank & Trust Co | 8,600 | $1.02M | 0.9% | -1.4% | 0.000% | |
5/23/2024 | Austin Wealth Management LLC | 6,680 | $771K | 0.2% | +32.3% | 0.000% | |
5/22/2024 | Burney Co. | 100,188 | $11.65M | 0.4% | -1.1% | 0.003% | |
5/22/2024 | First City Capital Management Inc. | 45,693 | $5.31M | 2.9% | -1.8% | 0.001% | |
5/22/2024 | Second Line Capital LLC | 30,337 | $3.53M | 1.1% | +28.4% | 0.001% | |
5/22/2024 | Livelsberger Financial Advisory | 2,156 | $254K | 3.0% | +44.8% | 0.000% | |
5/22/2024 | BigSur Wealth Management LLC | 16,799 | $1.95M | 0.6% | +169.7% | 0.000% | |
5/21/2024 | Atria Investments Inc | 217,020 | $25.22M | 0.3% | +19.4% | 0.006% | |
5/21/2024 | Sanibel Captiva Trust Company Inc. | 166,727 | $19.38M | 0.7% | -3.7% | 0.004% | |
5/21/2024 | LRI Investments LLC | 35,328 | $4.11M | 0.6% | N/A | 0.001% | |
5/21/2024 | Arrow Financial Corp | 43,641 | $5.07M | 0.5% | +1.4% | 0.001% | |
5/20/2024 | Independent Wealth Network Inc. | 7,554 | $878K | 0.4% | -2.6% | 0.000% | |
5/20/2024 | Strategic Wealth Partners Ltd. | 8,926 | $1.04M | 0.1% | -33.2% | 0.000% | |
5/20/2024 | Bullseye Investment Management LLC | 21,238 | $2.47M | 1.4% | +2.8% | 0.001% | |
5/20/2024 | Highlander Capital Management LLC | 5,475 | $636K | 0.2% | -13.4% | 0.000% | |
5/17/2024 | Wahed Invest LLC | 81,116 | $9.43M | 2.1% | +17.3% | 0.002% | |
5/17/2024 | Citizens Financial Group Inc. RI | 269,387 | $31.31M | 1.0% | -5.0% | 0.007% | |
5/17/2024 | CCM Investment Advisers LLC | 1,802 | $210K | 0.0% | N/A | 0.000% | |
5/17/2024 | Advisory Resource Group | 40,584 | $4.72M | 1.1% | +9.7% | 0.001% | |
5/17/2024 | Heartland Bank & Trust Co | 18,108 | $2.11M | 1.2% | +76.9% | 0.000% | |
5/17/2024 | National Wealth Management Group LLC | 1,845 | $214K | 0.2% | N/A | 0.000% | |
5/17/2024 | Kozak & Associates Inc. | 3,782 | $446K | 0.1% | -2.5% | 0.000% | |
5/17/2024 | Investmark Advisory Group LLC | 5,839 | $679K | 0.4% | -2.3% | 0.000% | |
5/17/2024 | Lummis Asset Management LP | 7,289 | $847K | 1.1% | -65.6% | 0.000% | |
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5/17/2024 | New Covenant Trust Company N.A. | 712 | $83K | 0.1% | N/A | 0.000% | |
5/17/2024 | Plato Investment Management Ltd | 57,174 | $6.65M | 0.7% | +2,312.4% | 0.001% | |
5/17/2024 | Western Pacific Wealth Management LP | 2,321 | $270K | 0.2% | +31.5% | 0.000% | |
5/17/2024 | XML Financial LLC | 43,126 | $5.01M | 0.5% | -9.2% | 0.001% | |
5/17/2024 | Yaupon Capital Management LP | 236,029 | $27.44M | 1.4% | +193.2% | 0.006% | |
5/17/2024 | iA Global Asset Management Inc. | 216,354 | $25.15M | 0.3% | +0.1% | 0.005% | |
5/17/2024 | WealthPlan Investment Management LLC | 14,645 | $1.70M | 0.3% | +5.6% | 0.000% | |
5/17/2024 | Lumbard & Kellner LLC | 8,494 | $987K | 0.5% | -3.4% | 0.000% | |
5/17/2024 | KLCM Advisors Inc. | 188,907 | $21.96M | 2.8% | +60.3% | 0.005% | |
5/17/2024 | Brown Shipley& Co Ltd | 6,935 | $811K | 0.3% | -5.6% | 0.000% | |
5/17/2024 | Vista Investment Partners LLC | 104,282 | $12.12M | 4.1% | +8.4% | 0.003% | |
5/17/2024 | LBP AM SA | 8,646 | $1.01M | 0.0% | -9.2% | 0.000% | |
5/17/2024 | First Western Trust Bank | 14,408 | $1.68M | 0.1% | -18.7% | 0.000% | |
5/17/2024 | Beacon Capital Management LLC | 7,841 | $911K | 0.2% | +30.3% | 0.000% | |
5/17/2024 | Semmax Financial Advisors Inc. | 60,812 | $7.17M | 2.3% | -1.1% | 0.002% | |
5/17/2024 | Pineridge Advisors LLC | 4,452 | $518K | 0.2% | -23.7% | 0.000% | |
5/17/2024 | Hancock Whitney Corp | 253,225 | $29.44M | 1.0% | +4.3% | 0.006% | |
5/17/2024 | Comerica Bank | 1,489,949 | $173.19M | 0.7% | -1.3% | 0.038% | |
5/17/2024 | Alethea Capital Management LLC | 4,638 | $539K | 0.4% | +78.4% | 0.000% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 10,362 | $1.21M | 0.2% | N/A | 0.000% | |
5/17/2024 | Castleark Management LLC | 178,300 | $20.73M | 0.9% | +41.3% | 0.005% | |
5/17/2024 | Creekmur Asset Management LLC | 30,195 | $3.51M | 1.2% | -11.7% | 0.001% | |
5/16/2024 | Redwood Investment Management LLC | 17,831 | $2.07M | 0.2% | -56.7% | 0.000% | |
5/16/2024 | California State Teachers Retirement System | 5,691,385 | $661.57M | 0.8% | -3.1% | 0.144% | |
5/16/2024 | Global Financial Private Client LLC | 20,741 | $2.43M | 1.0% | +1.2% | 0.001% | |
5/16/2024 | Slagle Financial LLC | 41,206 | $4.79M | 2.6% | -59.8% | 0.001% | |
5/16/2024 | Meiji Yasuda Life Insurance Co | 28,912 | $3.36M | 0.1% | -26.6% | 0.001% | |
5/16/2024 | Innova Wealth Partners | 13,707 | $1.59M | 1.2% | +83.6% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 264,712 | $31.13M | 0.7% | +3.1% | 0.007% | |
5/16/2024 | Ancora Advisors LLC | 89,060 | $10.35M | 0.2% | +2.9% | 0.002% | |
5/16/2024 | Vawter Financial Ltd. | 2,433 | $283K | 0.2% | +3.9% | 0.000% | |
5/16/2024 | High Falls Advisors Inc | 8,307 | $966K | 0.2% | -15.3% | 0.000% | |
5/16/2024 | Sweeney & Michel LLC | 3,950 | $465K | 0.2% | N/A | 0.000% | |
5/16/2024 | Prudent Investors Network Inc. | 5,243 | $609K | 0.2% | N/A | 0.000% | |
5/16/2024 | WPWealth LLP | 8,701 | $1.01M | 0.3% | +1.0% | 0.000% | |
5/16/2024 | Oxford Wealth Group LLC | 16,186 | $1.88M | 1.7% | N/A | 0.000% | |
5/16/2024 | Elkhorn Partners Limited Partnership | 825 | $96K | 0.1% | +36.4% | 0.000% | |
5/16/2024 | WMS Partners LLC | 44,092 | $5.13M | 0.4% | +1.8% | 0.001% | |
5/16/2024 | Whalerock Point Partners LLC | 45,979 | $5.35M | 1.5% | -99.9% | 0.001% | |
5/16/2024 | Icon Wealth Advisors LLC | 154,902 | $18.01M | 1.7% | +1.8% | 0.004% | |
5/16/2024 | Iron Gate Global Advisors LLC | 8,919 | $1.04M | 0.2% | +1.8% | 0.000% | |
5/16/2024 | IronBridge Private Wealth LLC | 65,272 | $7.59M | 3.1% | +4.3% | 0.002% | |
5/16/2024 | Jacobs Levy Equity Management Inc. | 3,352 | $390K | 0.0% | +29.4% | 0.000% | |
5/16/2024 | Janus Henderson Group PLC | 723,647 | $84.11M | 0.0% | -13.7% | 0.018% | |
5/16/2024 | Kahn Brothers Group Inc. | 14,167 | $1.65M | 0.2% | -6.9% | 0.000% | |
5/16/2024 | Waverly Advisors LLC | 98,715 | $11.48M | 0.3% | +49.7% | 0.003% | |
5/16/2024 | Kinloch Capital LLC | 37,027 | $4.30M | 2.2% | +10.5% | 0.001% | |
5/16/2024 | Silvercrest Asset Management Group LLC | 624,665 | $72.61M | 0.5% | +1.0% | 0.016% | |
5/16/2024 | Captrust Financial Advisors | 868,832 | $100.99M | 0.3% | -20.9% | 0.022% | |
5/16/2024 | Zurich Insurance Group Ltd FI | 1,771,278 | $205.89M | 1.9% | +297.1% | 0.045% | |
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5/16/2024 | Ashford Capital Management Inc. | 18,811 | $2.19M | 0.3% | -1.8% | 0.000% | |
5/15/2024 | Ascent Group LLC | 43,599 | $5.07M | 0.4% | +51.8% | 0.001% | |
5/15/2024 | Earnest Partners LLC | 22,910 | $2.66M | 0.0% | +22.3% | 0.001% | |
5/15/2024 | SVB Wealth LLC | 116,195 | $13.51M | 0.3% | -9.1% | 0.003% | |
5/15/2024 | Medici Capital LLC | 39,700 | $4.62M | 5.2% | N/A | 0.001% | |
5/15/2024 | QVR LLC | 6,970 | $810K | 0.1% | N/A | 0.000% | |
5/15/2024 | Mount Yale Investment Advisors LLC | 53,972 | $6.27M | 0.5% | +3.1% | 0.001% | |
5/15/2024 | Evergreen Wealth Solutions LLC | 4,198 | $488K | 0.4% | +25.7% | 0.000% | |
5/15/2024 | Beaird Harris Wealth Management LLC | 8,845 | $1.03M | 0.1% | +7.2% | 0.000% | |
5/15/2024 | Talisman Wealth Advisors LLC | 7,837 | $911K | 1.1% | -15.5% | 0.000% | |