5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 26,649 | $641K | 0.0% | -6.3% | 0.035% | |
5/1/2024 | Prosperity Consulting Group LLC | 18,065 | $435K | 0.1% | N/A | 0.024% | |
5/1/2024 | Diversify Advisory Services LLC | 8,731 | $207K | 0.0% | N/A | 0.012% | |
4/30/2024 | Private Advisor Group LLC | 21,943 | $528K | 0.0% | -26.9% | 0.029% | |
4/30/2024 | North Star Investment Management Corp. | 349,290 | $8.41M | 0.6% | +2.4% | 0.464% | |
4/30/2024 | Allspring Global Investments Holdings LLC | 4,037,286 | $97.18M | 0.2% | +9.4% | 5.360% | |
|
4/24/2024 | Essex Financial Services Inc. | 755,141 | $18.18M | 1.7% | -2.5% | 1.003% | |
4/23/2024 | Sweet Financial Partners LLC | 13,000 | $313K | 0.1% | +30.0% | 0.017% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 144,094 | $3.47M | 0.0% | +0.5% | 0.191% | |
4/22/2024 | PFG Investments LLC | 10,202 | $246K | 0.0% | -11.7% | 0.014% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 487,286 | $11.73M | 0.0% | -86.8% | 0.647% | |
4/15/2024 | Future Financial Wealth Managment LLC | 2,000 | $48K | 0.0% | N/A | 0.003% | |
4/12/2024 | Gilman Hill Asset Management LLC | 373,446 | $8.99M | 1.6% | -3.3% | 0.496% | |
4/12/2024 | Allen Mooney & Barnes Investment Advisors LLC | 11,000 | $262K | 0.1% | -21.4% | 0.015% | |
4/12/2024 | Global Assets Advisory LLC | 11,163 | $269K | 0.0% | N/A | 0.015% | |
4/9/2024 | Mather Group LLC. | 1,347 | $30K | 0.0% | N/A | 0.002% | |
3/11/2024 | Vanguard Group Inc. | 5,018,774 | $112.67M | 0.0% | -0.5% | 6.668% | |
2/15/2024 | Grand Jean Capital Management Inc. | 14,900 | $335K | 0.1% | -7.3% | 0.021% | |
2/14/2024 | Schroder Investment Management Group | 1,285,725 | $28.87M | 0.0% | -4.9% | 1.790% | |
2/13/2024 | Keeley Teton Advisors LLC | 28,600 | $642K | 0.1% | -9.9% | 0.040% | |
2/13/2024 | The Manufacturers Life Insurance Company | 1,633,222 | $36.67M | 0.0% | +8.4% | 2.274% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 15,505 | $348K | 0.0% | +15.7% | 0.022% | |
2/9/2024 | 1620 Investment Advisors Inc. | 13,961 | $313K | 0.3% | -14.9% | 0.019% | |
2/9/2024 | GW&K Investment Management LLC | 1,423,799 | $31.96M | 0.3% | -5.0% | 1.982% | |
2/9/2024 | Quest Partners LLC | 9,216 | $207K | 0.0% | N/A | 0.013% | |
2/9/2024 | UBS Group AG | 708,786 | $15.91M | 0.0% | +11.1% | 0.987% | |
2/8/2024 | Great Lakes Advisors LLC | 168,457 | $3.78M | 0.0% | -1.5% | 0.235% | |
2/8/2024 | Janney Montgomery Scott LLC | 220,032 | $4.94M | 0.0% | -28.0% | 0.306% | |
2/8/2024 | Pacific Global Investment Management Co. | 47,862 | $1.08M | 0.2% | -9.5% | 0.067% | |
2/7/2024 | BNP Paribas Financial Markets | 17,119 | $384K | 0.0% | -37.7% | 0.024% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 602,837 | $13.53M | 0.0% | +2.7% | 0.839% | |
2/6/2024 | SMH Capital Advisors Inc. | 76,032 | $1.71M | 3.7% | +5.3% | 0.106% | |
2/6/2024 | Apollon Wealth Management LLC | 33,679 | $756K | 0.0% | +21.5% | 0.047% | |
2/6/2024 | National Bank of Canada FI | 194,882 | $4.32M | 0.0% | -23.6% | 0.271% | |
2/6/2024 | Amalgamated Bank | 5,501 | $123K | 0.0% | -10.3% | 0.008% | |
2/6/2024 | Swiss National Bank | 127,500 | $2.86M | 0.0% | -10.4% | 0.178% | |
2/6/2024 | Essex Financial Services Inc. | 774,143 | $17.38M | 1.8% | -0.1% | 1.078% | |
2/5/2024 | Van ECK Associates Corp | 5,118 | $115K | 0.0% | +24.5% | 0.007% | |
2/5/2024 | Russell Investments Group Ltd. | 104,813 | $2.35M | 0.0% | -2.8% | 0.146% | |
2/2/2024 | Truist Financial Corp | 46,277 | $1.04M | 0.0% | -2.5% | 0.064% | |
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2/1/2024 | New York State Common Retirement Fund | 27,049 | $607K | 0.0% | +4.0% | 0.038% | |
1/31/2024 | Hunter Associates Investment Management LLC | 26,600 | $598K | 0.1% | -15.8% | 0.037% | |
1/31/2024 | Kornitzer Capital Management Inc. KS | 185,700 | $4.17M | 0.1% | +32.0% | 0.259% | |
1/31/2024 | Opus Capital Group LLC | 44,000 | $988K | 0.2% | -22.1% | 0.061% | |
1/30/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 15,106 | $339K | 0.0% | +17.6% | 0.021% | |
1/30/2024 | Mackenzie Financial Corp | 9,995 | $224K | 0.0% | N/A | 0.014% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 3,690,210 | $82.85M | 0.1% | +21,508.0% | 5.138% | |
1/25/2024 | International Assets Investment Management LLC | 45,349 | $1.02M | 0.0% | N/A | 0.063% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 28,437 | $638K | 0.0% | +6.7% | 0.040% | |
1/24/2024 | International Assets Investment Management LLC | 45,349 | $1.02M | 0.0% | N/A | 0.063% | |
1/22/2024 | Glass Jacobson Investment Advisors llc | 25,500 | $572K | 0.2% | -8.6% | 0.036% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 143,380 | $3.22M | 0.0% | +5.8% | 0.200% | |
1/16/2024 | Raymond James & Associates | 100,878 | $2.27M | 0.0% | +4.5% | 0.140% | |
1/12/2024 | Sweet Financial Partners LLC | 10,000 | $224K | 0.1% | N/A | 0.014% | |
1/11/2024 | Gilman Hill Asset Management LLC | 386,157 | $8.67M | 1.6% | -3.7% | 0.538% | |
1/10/2024 | Peak Financial Advisors LLC | 23,699 | $532K | 0.4% | +20.1% | 0.033% | |
1/10/2024 | North Star Investment Management Corp. | 341,217 | $7.66M | 0.6% | +12.8% | 0.475% | |
1/10/2024 | Northwest Quadrant Wealth Management LLC | 14,217 | $319K | 0.1% | -31.6% | 0.020% | |
12/18/2023 | Vanguard Group Inc. | 5,043,989 | $94.68M | 0.0% | +0.5% | 7.023% | |
11/30/2023 | American Century Companies Inc. | 5,658,764 | $106.22M | 0.1% | -0.4% | 7.879% | |
11/21/2023 | Allen Mooney & Barnes Investment Advisors LLC | 14,000 | $263K | 0.1% | N/A | 0.019% | |
11/16/2023 | Essex Financial Services Inc. | 775,255 | $14.55M | 1.7% | -2.9% | 1.079% | |
11/15/2023 | The Manufacturers Life Insurance Company | 1,507,150 | $28.29M | 0.0% | +0.7% | 2.099% | |
11/15/2023 | Schroder Investment Management Group | 1,351,911 | $25.38M | 0.0% | -1.2% | 1.882% | |
11/13/2023 | LPL Financial LLC | 194,524 | $3.65M | 0.0% | +1.6% | 0.271% | |
11/13/2023 | Hsbc Holdings PLC | 39,599 | $740K | 0.0% | +143.4% | 0.055% | |
11/13/2023 | Lord Abbett & CO. LLC | 483,761 | $9.08M | 0.0% | -0.6% | 0.674% | |
11/13/2023 | PNC Financial Services Group Inc. | 22,100 | $415K | 0.0% | -6.7% | 0.031% | |
11/9/2023 | William Blair Investment Management LLC | 1,753,696 | $32.92M | 0.1% | -7.5% | 2.442% | |
11/9/2023 | Lee Financial Co | 48,822 | $916K | 0.2% | -6.9% | 0.068% | |
11/9/2023 | Navellier & Associates Inc. | 65,995 | $1.24M | 0.2% | N/A | 0.092% | |
11/9/2023 | Deutsche Bank AG | 27,906 | $524K | 0.0% | +17.1% | 0.039% | |
11/9/2023 | Hunter Associates Investment Management LLC | 31,600 | $596K | 0.1% | -3.1% | 0.044% | |
11/9/2023 | Blair William & Co. IL | 723,211 | $13.58M | 0.1% | +12.2% | 1.007% | |
11/9/2023 | UBS Group AG | 637,711 | $11.97M | 0.0% | -14.2% | 0.888% | |
11/8/2023 | Aptus Capital Advisors LLC | 167,724 | $3.15M | 0.1% | -17.0% | 0.233% | |
11/8/2023 | Annis Gardner Whiting Capital Advisors LLC | 4,230 | $79K | 0.0% | N/A | 0.006% | |
11/8/2023 | HighTower Advisors LLC | 14,646 | $275K | 0.0% | +46.3% | 0.020% | |
11/8/2023 | Charles Schwab Investment Management Inc. | 587,194 | $11.02M | 0.0% | +4.3% | 0.817% | |
11/8/2023 | Gabelli Funds LLC | 12,000 | $225K | 0.0% | -57.1% | 0.017% | |
11/8/2023 | Gamco Investors INC. ET AL | 83,114 | $1.56M | 0.0% | -22.0% | 0.116% | |
11/8/2023 | Janney Montgomery Scott LLC | 305,612 | $5.74M | 0.0% | -2.1% | 0.425% | |
11/8/2023 | Swiss National Bank | 142,300 | $2.67M | 0.0% | +0.6% | 0.198% | |
11/8/2023 | SMH Capital Advisors Inc. | 72,231 | $1.36M | 3.2% | -5.2% | 0.100% | |
11/7/2023 | Great Lakes Advisors LLC | 171,033 | $3.21M | 0.0% | -1.0% | 0.238% | |
11/7/2023 | Glass Jacobson Investment Advisors llc | 27,900 | $524K | 0.2% | -3.8% | 0.039% | |
11/7/2023 | Barclays PLC | 23,494 | $441K | 0.0% | -5.6% | 0.033% | |
11/7/2023 | Atria Investments Inc | 70,919 | $1.33M | 0.0% | +2.8% | 0.099% | |
11/6/2023 | HBK Sorce Advisory LLC | 13,525 | $254K | 0.0% | -14.2% | 0.019% | |
11/4/2023 | NBC Securities Inc. | 2,590 | $48K | 0.0% | N/A | 0.004% | |
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11/3/2023 | Private Advisor Group LLC | 29,851 | $560K | 0.0% | -4.0% | 0.042% | |
11/2/2023 | Capital Investment Advisory Services LLC | 13,200 | $248K | 0.0% | +25.7% | 0.018% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 17,078 | $321K | 0.0% | -7.7% | 0.024% | |
10/26/2023 | Inspire Investing LLC | 16,402 | $308K | 0.0% | N/A | 0.023% | |
10/26/2023 | Advisor Partners II LLC | 12,355 | $232K | 0.0% | N/A | 0.017% | |
10/25/2023 | Zurcher Kantonalbank Zurich Cantonalbank | 12,843 | $241K | 0.0% | +15.8% | 0.018% | |
10/25/2023 | Brown Advisory Inc. | 78,303 | $1.47M | 0.0% | +4.0% | 0.109% | |
10/24/2023 | Bank of New York Mellon Corp | 206,212 | $3.87M | 0.0% | +0.4% | 0.287% | |
10/24/2023 | Raymond James & Associates | 96,504 | $1.81M | 0.0% | +2.7% | 0.134% | |
10/23/2023 | Commonwealth Equity Services LLC | 47,668 | $895K | 0.0% | +2.9% | 0.066% | |