4/27/2024 | James Hambro & Partners | 42,883 | $6.47M | 0.3% | -1.0% | 0.000% | |
4/27/2024 | White Pine Investment CO | 100,231 | $15.13M | 4.5% | -2.4% | 0.001% | |
4/27/2024 | Dougherty Wealth Advisers LLC | 4,320 | $652K | 0.6% | -22.6% | 0.000% | |
4/27/2024 | Kellett Wealth Advisors LLC | 2,688 | $406K | 0.3% | +5.1% | 0.000% | |
4/27/2024 | Phoenix Wealth Advisors | 2,785 | $420K | 0.3% | +4.5% | 0.000% | |
4/27/2024 | Hourglass Capital LLC | 43,284 | $6.53M | 2.0% | -2.1% | 0.000% | |
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4/27/2024 | Nadler Financial Group Inc. | 5,890 | $889K | 0.1% | -4.1% | 0.000% | |
4/27/2024 | Conning Inc. | 44,703 | $6.75M | 0.2% | -5.2% | 0.000% | |
4/27/2024 | Fonville Wealth Management LLC | 1,598 | $241K | 0.1% | +6.7% | 0.000% | |
4/27/2024 | Finer Wealth Management Inc. | 36,365 | $5.49M | 3.6% | +4.0% | 0.000% | |
4/27/2024 | Foster Victor Wealth Advisors LLC | 132,521 | $21.13M | 1.9% | +4.8% | 0.001% | |
4/27/2024 | K.J. Harrison & Partners Inc | 61,370 | $9.26M | 1.4% | -11.3% | 0.000% | |
4/27/2024 | Capital Performance Advisors LLP | 2,110 | $318K | 0.1% | +13.9% | 0.000% | |
4/27/2024 | Austin Asset Management Co Inc | 3,353 | $506K | 0.1% | +2.4% | 0.000% | |
4/27/2024 | BayBridge Capital Group LLC | 9,999 | $1.56M | 1.4% | +1.9% | 0.000% | |
4/26/2024 | Pinnacle Associates Ltd. | 364,506 | $55.02M | 0.9% | -1.8% | 0.003% | |
4/26/2024 | Sterling Investment Counsel LLC | 31,464 | $4.75M | 2.2% | -1.0% | 0.000% | |
4/26/2024 | Securian Asset Management Inc. | 347,095 | $52.39M | 1.5% | -7.4% | 0.003% | |
4/26/2024 | Aspen Investment Management Inc | 10,307 | $1.56M | 0.8% | -18.6% | 0.000% | |
4/26/2024 | Triasima Portfolio Management inc. | 27,597 | $4.17M | 0.4% | -2.2% | 0.000% | |
4/26/2024 | McGuire Investment Group LLC | 62,241 | $9.39M | 1.4% | +0.3% | 0.001% | |
4/26/2024 | BLB&B Advisors LLC | 177,394 | $26.77M | 1.5% | +24.8% | 0.001% | |
4/26/2024 | Conestoga Capital Advisors LLC | 5,255 | $793K | 0.0% | -8.7% | 0.000% | |
4/26/2024 | UMB Bank n.a. | 892,229 | $134.66M | 2.1% | -26.9% | 0.007% | |
4/26/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 24,949 | $3.89M | 1.6% | -1.0% | 0.000% | |
4/26/2024 | Advisors Management Group Inc. ADV | 25,728 | $3.88M | 1.0% | +6.3% | 0.000% | |
4/26/2024 | Narwhal Capital Management | 1,345 | $203K | 0.0% | -22.3% | 0.000% | |
4/26/2024 | MBA Advisors LLC | 11,159 | $1.68M | 0.9% | +2.0% | 0.000% | |
4/26/2024 | Cottonwood Capital Advisors LLC | 4,559 | $706K | 0.6% | -7.1% | 0.000% | |
4/26/2024 | Highview Capital Management LLC DE | 25,704 | $3.88M | 1.7% | +11.9% | 0.000% | |
4/26/2024 | Trevian Wealth Management LLC | 4,298 | $649K | 0.4% | +16.5% | 0.000% | |
4/26/2024 | Prestige Wealth Management Group LLC | 43,779 | $6.61M | 1.4% | +6.9% | 0.000% | |
4/26/2024 | Riverbridge Partners LLC | 372,969 | $56.29M | 0.7% | -6.2% | 0.003% | |
4/26/2024 | Crestone Asset Management LLC | 4,517 | $682K | 0.1% | -27.3% | 0.000% | |
4/26/2024 | Northwest Bancshares Inc. | 48,038 | $7.25M | 1.1% | +5.1% | 0.000% | |
4/26/2024 | Renaissance Group LLC | 257,610 | $38.87M | 1.5% | -2.7% | 0.002% | |
4/26/2024 | Yousif Capital Management LLC | 779,098 | $117.59M | 1.3% | -2.4% | 0.006% | |
4/26/2024 | Schmidt P J Investment Management Inc. | 7,350 | $1.11M | 0.2% | +1.0% | 0.000% | |
4/26/2024 | Farmers & Merchants Trust Co of Chambersburg PA | 20,239 | $3.06M | 1.3% | -4.7% | 0.000% | |
4/26/2024 | YHB Investment Advisors Inc. | 165,618 | $25.00M | 2.2% | -1.7% | 0.001% | |
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4/26/2024 | SlateStone Wealth LLC | 145,529 | $21.97M | 2.2% | +20.4% | 0.001% | |
4/26/2024 | ZWJ Investment Counsel Inc. | 34,496 | $5.21M | 0.2% | -1.9% | 0.000% | |
4/26/2024 | Peregrine Capital Management LLC | 573,484 | $86.56M | 2.5% | -1.6% | 0.005% | |
4/26/2024 | Coastline Trust Co | 169,847 | $25.64M | 3.1% | +13.1% | 0.001% | |
4/26/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 21,569 | $3.26M | 0.2% | -0.3% | 0.000% | |
4/26/2024 | First National Trust Co | 287,115 | $43.33M | 1.8% | +2.0% | 0.002% | |
4/26/2024 | Sage Rhino Capital LLC | 11,144 | $1.68M | 0.4% | -0.6% | 0.000% | |
4/26/2024 | Guild Investment Management Inc. | 8,546 | $1.29M | 1.6% | +3.0% | 0.000% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 79,580 | $12.01M | 0.8% | +3.5% | 0.001% | |
4/26/2024 | Clear Creek Financial Management LLC | 16,315 | $2.46M | 0.3% | +44.3% | 0.000% | |
4/26/2024 | Quantum Financial Advisors LLC | 7,605 | $1.15M | 0.2% | -1.0% | 0.000% | |
4/26/2024 | Members Trust Co | 3,891 | $587K | 0.0% | +15.8% | 0.000% | |
4/26/2024 | Legacy Bridge LLC | 2,370 | $358K | 0.2% | -29.3% | 0.000% | |
4/26/2024 | SYSTM Wealth Solutions LLC | 97,998 | $14.79M | 1.9% | -2.9% | 0.001% | |
4/26/2024 | Sumitomo Life Insurance Co. | 173,569 | $26.12M | 0.6% | +53.5% | 0.001% | |
4/26/2024 | First Personal Financial Services | 93,409 | $14.10M | 3.3% | -0.9% | 0.001% | |
4/26/2024 | Pioneer Trust Bank N A OR | 18,900 | $2.85M | 0.8% | -1.6% | 0.000% | |
4/26/2024 | Chicago Partners Investment Group LLC | 62,711 | $9.93M | 0.4% | +6.3% | 0.001% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 414,490 | $62.56M | 1.4% | N/A | 0.003% | |
4/26/2024 | MONECO Advisors LLC | 23,389 | $3.53M | 0.6% | -53.6% | 0.000% | |
4/26/2024 | LifePro Asset Management | 1,934 | $292K | 0.2% | -25.6% | 0.000% | |
4/26/2024 | KG&L Capital Management LLC | 66,699 | $10.07M | 4.0% | -7.0% | 0.001% | |
4/26/2024 | Verdence Capital Advisors LLC | 65,738 | $9.92M | 0.9% | -3.9% | 0.001% | |
4/26/2024 | Petredis Investment Advisors LLC | 201,276 | $30.38M | 3.6% | -1.8% | 0.002% | |
4/26/2024 | Pine Haven Investment Counsel Inc | 17,050 | $2.57M | 2.3% | -0.7% | 0.000% | |
4/26/2024 | Robinson Smith Wealth Advisors LLC | 5,373 | $811K | 0.8% | -13.3% | 0.000% | |
4/26/2024 | Davies Financial Advisors Inc. | 11,668 | $1.76M | 1.8% | N/A | 0.000% | |
4/26/2024 | Emerald Advisors LLC | 4,477 | $676K | 0.1% | +16.3% | 0.000% | |
4/26/2024 | Financial Insights Inc. | 24,037 | $3.63M | 1.0% | +1.5% | 0.000% | |
4/26/2024 | Claris Advisors LLC MO | 1,477 | $223K | 0.1% | N/A | 0.000% | |
4/26/2024 | Terra Nova Asset Management LLC | 33,249 | $5.02M | 4.0% | -0.2% | 0.000% | |
4/26/2024 | Checchi Capital Advisers LLC | 49,055 | $7.40M | 0.6% | +1.6% | 0.000% | |
4/26/2024 | Latitude Advisors LLC | 5,912 | $892K | 0.6% | +13.8% | 0.000% | |
4/26/2024 | Tritonpoint Wealth LLC | 159,995 | $24.15M | 2.4% | -2.1% | 0.001% | |
4/26/2024 | Oakwell Private Wealth Management LLC | 5,962 | $900K | 0.3% | +24.2% | 0.000% | |
4/26/2024 | Bogart Wealth LLC | 85,839 | $12.96M | 0.7% | +15.5% | 0.001% | |
4/25/2024 | Allworth Financial LP | 144,780 | $21.85M | 0.2% | +5.0% | 0.001% | |
4/25/2024 | Alta Capital Management LLC | 762,740 | $115.12M | 7.1% | +0.8% | 0.006% | |
4/25/2024 | Shaker Investments LLC OH | 50,053 | $7.55M | 3.2% | -0.2% | 0.000% | |
4/25/2024 | New York State Teachers Retirement System | 5,946,494 | $897.50M | 1.9% | -3.3% | 0.048% | |
4/25/2024 | Cardinal Strategic Wealth Guidance | 2,918 | $440K | 0.2% | -29.8% | 0.000% | |
4/25/2024 | One Day In July LLC | 7,247 | $1.09M | 0.1% | +6.3% | 0.000% | |
4/25/2024 | W Advisors LLC | 5,049 | $762K | 0.5% | +7.8% | 0.000% | |
4/25/2024 | Values Added Financial LLC | 9,397 | $1.42M | 1.1% | -5.6% | 0.000% | |
4/25/2024 | Lodestar Private Asset Management LLC | 9,435 | $1.42M | 0.2% | -4.9% | 0.000% | |
4/25/2024 | Mendota Financial Group LLC | 337 | $51K | 0.0% | -97.1% | 0.000% | |
4/25/2024 | Human Investing LLC | 5,890 | $889K | 0.2% | -1.6% | 0.000% | |
4/25/2024 | Center for Financial Planning Inc. | 7,376 | $1.11M | 0.2% | +11.3% | 0.000% | |
4/25/2024 | TRUE Private Wealth Advisors | 31,554 | $4.76M | 0.5% | -3.0% | 0.000% | |
4/25/2024 | Adell Harriman & Carpenter Inc. | 139,165 | $21.00M | 1.7% | +4.3% | 0.001% | |
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4/25/2024 | Ulland Investment Advisors LLC | 24,963 | $3.77M | 3.0% | -1.0% | 0.000% | |
4/25/2024 | Villere ST Denis J & Co. LLC | 5,710 | $862K | 0.1% | -1.4% | 0.000% | |
4/25/2024 | Bank of New York Mellon Corp | 49,234,075 | $7.43B | 1.4% | -4.4% | 0.396% | |
4/25/2024 | Gainplan LLC | 3,976 | $600K | 0.3% | +34.7% | 0.000% | |
4/25/2024 | Strategy Asset Managers LLC | 87,400 | $13.19M | 2.8% | -1.0% | 0.001% | |
4/25/2024 | Kinneret Advisory LLC | 238,663 | $36.02M | 3.6% | -0.3% | 0.002% | |
4/25/2024 | Bridges Investment Management Inc. | 733,647 | $110.73M | 3.5% | -3.8% | 0.006% | |
4/25/2024 | Osborne Partners Capital Management LLC | 117,850 | $17.79M | 1.1% | +2.3% | 0.001% | |
4/25/2024 | Equitable Trust Co. | 318,073 | $48.01M | 3.3% | -13.1% | 0.003% | |
4/25/2024 | Schnieders Capital Management LLC | 113,663 | $17.16M | 3.5% | -0.2% | 0.001% | |