5/4/2024 | Howland Capital Management LLC | 1,671 | $689K | 0.0% | -6.1% | 0.001% | |
5/4/2024 | Geneos Wealth Management Inc. | 10,511 | $4.32M | 0.2% | -10.8% | 0.004% | |
5/4/2024 | Essex LLC | 14,582 | $5.99M | 1.4% | -3.0% | 0.005% | |
5/4/2024 | DAVENPORT & Co LLC | 139,247 | $57.13M | 0.4% | +0.1% | 0.050% | |
5/4/2024 | 9258 Wealth Management LLC | 2,053 | $843K | 0.1% | +3.9% | 0.001% | |
5/4/2024 | Valley Wealth Managers Inc. | 923 | $379K | 0.0% | +17.4% | 0.000% | |
|
5/4/2024 | Buck Wealth Strategies LLC | 5,890 | $2.42M | 0.8% | N/A | 0.002% | |
5/4/2024 | Team Hewins LLC | 1,906 | $786K | 0.1% | +2.7% | 0.001% | |
5/4/2024 | Csenge Advisory Group | 2,617 | $1.08M | 0.1% | +1.2% | 0.001% | |
5/3/2024 | Signaturefd LLC | 5,551 | $2.28M | 0.0% | -2.9% | 0.002% | |
5/3/2024 | VeraBank N.A. | 4,096 | $1.68M | 0.5% | -2.4% | 0.001% | |
5/3/2024 | STAR Financial Bank | 956 | $393K | 0.3% | -3.3% | 0.000% | |
5/3/2024 | Catalina Capital Group LLC | 954 | $392K | 0.2% | N/A | 0.000% | |
5/3/2024 | Avidian Wealth Solutions LLC | 1,885 | $774K | 0.0% | +8.4% | 0.001% | |
5/3/2024 | Mediolanum International Funds Ltd | 42,003 | $17.19M | 0.3% | N/A | 0.015% | |
5/3/2024 | Callan Capital LLC | 647 | $266K | 0.0% | +22.8% | 0.000% | |
5/3/2024 | Markel Group Inc. | 823,800 | $338.37M | 3.3% | +3.3% | 0.296% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 734 | $301K | 0.0% | N/A | 0.000% | |
5/3/2024 | Rehmann Capital Advisory Group | 1,769 | $727K | 0.1% | +24.7% | 0.001% | |
5/3/2024 | Chevy Chase Trust Holdings LLC | 146,643 | $60.23M | 0.2% | -3.6% | 0.053% | |
5/3/2024 | Commerce Bank | 128,105 | $52.62M | 0.3% | -0.7% | 0.046% | |
5/3/2024 | Wellington Shields Capital Management LLC | 4,365 | $1.79M | 0.3% | -13.8% | 0.002% | |
5/3/2024 | Easterly Investment Partners LLC | 490 | $201K | 0.0% | N/A | 0.000% | |
5/3/2024 | BI Asset Management Fondsmaeglerselskab A S | 11,052 | $4.54M | 0.1% | +19.8% | 0.004% | |
5/3/2024 | Pictet North America Advisors SA | 500 | $205K | 0.0% | N/A | 0.000% | |
5/3/2024 | Central Pacific Bank Trust Division | 9,448 | $3.82M | 0.5% | N/A | 0.003% | |
5/3/2024 | Nikko Asset Management Americas Inc. | 98,374 | $40.41M | 0.4% | -5.5% | 0.035% | |
5/3/2024 | Smith Salley Wealth Management | 683 | $280K | 0.0% | -7.1% | 0.000% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 10,113 | $4.15M | 0.1% | +0.8% | 0.004% | |
5/3/2024 | Whittier Trust Co. | 23,936 | $9.83M | 0.1% | -0.1% | 0.009% | |
5/3/2024 | Integrity Financial Corp WA | 750 | $308K | 0.2% | N/A | 0.000% | |
5/2/2024 | Mutual Advisors LLC | 6,148 | $2.53M | 0.1% | +7.7% | 0.002% | |
5/2/2024 | Diversified LLC | 888 | $365K | 0.1% | +22.5% | 0.000% | |
5/2/2024 | Salomon & Ludwin LLC | 126 | $52K | 0.0% | -20.8% | 0.000% | |
5/2/2024 | First Command Advisory Services Inc. | 607 | $249K | 0.0% | -5.0% | 0.000% | |
5/2/2024 | Financial Counselors Inc. | 42,044 | $17.27M | 0.3% | -4.5% | 0.015% | |
5/2/2024 | Peregrine Asset Advisers Inc. | 523 | $215K | 0.1% | N/A | 0.000% | |
5/2/2024 | Mutual of America Capital Management LLC | 39,026 | $16.03M | 0.2% | -1.3% | 0.014% | |
5/2/2024 | AAFMAA Wealth Management & Trust LLC | 1,988 | $817K | 0.4% | N/A | 0.001% | |
5/2/2024 | FORA Capital LLC | 43,699 | $17.95M | 1.5% | -13.8% | 0.016% | |
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5/2/2024 | Daiwa Securities Group Inc. | 38,393 | $15.77M | 0.1% | +2.9% | 0.014% | |
5/2/2024 | Graypoint LLC | 4,821 | $1.98M | 0.1% | +3.2% | 0.002% | |
5/2/2024 | Haverford Trust Co | 4,056 | $1.67M | 0.0% | +10.4% | 0.001% | |
5/2/2024 | Pittenger & Anderson Inc. | 338 | $139K | 0.0% | -12.9% | 0.000% | |
5/2/2024 | Gilbert & Cook Inc. | 1,848 | $759K | 0.1% | -6.6% | 0.001% | |
5/2/2024 | Nordea Investment Management AB | 224,146 | $91.69M | 0.1% | -66.9% | 0.081% | |
5/2/2024 | Waycross Partners LLC | 1,379 | $566K | 0.1% | -78.4% | 0.000% | |
5/2/2024 | Hendley & Co. Inc. | 13,658 | $5.61M | 2.0% | +2,176.3% | 0.005% | |
5/2/2024 | Lincoln National Corp | 5,871 | $2.41M | 0.0% | -11.5% | 0.002% | |
5/2/2024 | Mendel Money Management | 10,837 | $4.45M | 2.1% | -196.8% | 0.004% | |
5/2/2024 | Fidelis Capital Partners LLC | 2,179 | $895K | 0.2% | -10.6% | 0.001% | |
5/2/2024 | Montgomery Investment Management Inc. | 27,386 | $11.25M | 4.3% | -18.6% | 0.010% | |
5/2/2024 | BNP Paribas | 67,574 | $27.73M | 1.3% | N/A | 0.024% | |
5/2/2024 | Choreo LLC | 9,287 | $3.81M | 0.1% | +16.0% | 0.003% | |
5/2/2024 | Tokio Marine Asset Management Co. Ltd. | 6,460 | $2.65M | 0.1% | +4.8% | 0.002% | |
5/2/2024 | Sippican Capital Advisors | 2,340 | $961K | 0.7% | -7.0% | 0.001% | |
5/2/2024 | Mitchell Mcleod Pugh & Williams Inc. | 4,628 | $1.90M | 0.5% | +0.6% | 0.002% | |
5/2/2024 | Moloney Securities Asset Management LLC | 2,370 | $973K | 0.1% | -2.5% | 0.001% | |
5/2/2024 | Hunter Associates Investment Management LLC | 1,816 | $746K | 0.1% | -2.7% | 0.001% | |
5/2/2024 | Main Street Research LLC | 526 | $217K | 0.0% | -25.9% | 0.000% | |
5/2/2024 | Valley Brook Capital Group Inc. | 4,928 | $2.02M | 1.6% | +5.0% | 0.002% | |
5/2/2024 | Hollencrest Capital Management | 175 | $72K | 0.0% | -75.7% | 0.000% | |
5/2/2024 | Palisade Asset Management LLC | 38,959 | $16.00M | 1.6% | +0.4% | 0.014% | |
5/2/2024 | PDS Planning Inc | 6,373 | $2.62M | 0.3% | +2.9% | 0.002% | |
5/2/2024 | Regent Peak Wealth Advisors LLC | 790 | $324K | 0.1% | -6.6% | 0.000% | |
5/1/2024 | Schear Investment Advisers LLC | 2,207 | $907K | 0.7% | -20.4% | 0.001% | |
5/1/2024 | Resonant Capital Advisors LLC | 540 | $223K | 0.0% | N/A | 0.000% | |
5/1/2024 | Connecticut Wealth Management LLC | 2,302 | $946K | 0.1% | -1.4% | 0.001% | |
5/1/2024 | Janney Montgomery Scott LLC | 125,955 | $51.74M | 0.2% | -4.1% | 0.045% | |
5/1/2024 | Blue Trust Inc. | 3,597 | $1.48M | 0.0% | -6.8% | 0.001% | |
5/1/2024 | TKG Advisors LLC | 1,690 | $694K | 0.4% | N/A | 0.001% | |
5/1/2024 | Ascent Wealth Partners LLC | 4,143 | $1.70M | 0.3% | -6.9% | 0.001% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 380,976 | $149.46M | 0.3% | -12.4% | 0.137% | |
5/1/2024 | Horan Capital Advisors LLC. | 566 | $232K | 0.1% | -15.3% | 0.000% | |
5/1/2024 | BOK Financial Private Wealth Inc. | 866 | $357K | 0.0% | +7.7% | 0.000% | |
5/1/2024 | Baillie Gifford & Co. | 920,751 | $378.19M | 0.3% | -4.6% | 0.331% | |
5/1/2024 | Prosperity Consulting Group LLC | 988 | $406K | 0.1% | +13.6% | 0.000% | |
5/1/2024 | Avior Wealth Management LLC | 6,148 | $2.53M | 0.1% | +48.2% | 0.002% | |
5/1/2024 | Braun Stacey Associates Inc. | 24,183 | $9.93M | 0.4% | -3.6% | 0.009% | |
5/1/2024 | Mission Wealth Management LP | 3,605 | $1.48M | 0.0% | +14.2% | 0.001% | |
5/1/2024 | Northcape Wealth Management LLC | 6,390 | $2.62M | 1.0% | -1.4% | 0.002% | |
5/1/2024 | Bray Capital Advisors | 5,241 | $2.15M | 0.5% | -0.7% | 0.002% | |
5/1/2024 | Worth Financial Advisory Group LLC | 2,040 | $838K | 0.6% | -17.9% | 0.001% | |
5/1/2024 | Sequoia Financial Advisors LLC | 21,337 | $8.76M | 0.1% | -14.1% | 0.008% | |
5/1/2024 | Lineweaver Wealth Advisors LLC | 2,471 | $1.02M | 0.2% | +207.7% | 0.001% | |
5/1/2024 | Diversify Advisory Services LLC | 4,409 | $1.78M | 0.1% | N/A | 0.002% | |
5/1/2024 | SeaBridge Investment Advisors LLC | 5,871 | $2.41M | 0.6% | +2.2% | 0.002% | |
4/30/2024 | Private Advisor Group LLC | 52,565 | $21.59M | 0.2% | -2.6% | 0.019% | |
4/30/2024 | Consolidated Portfolio Review Corp | 571 | $235K | 0.1% | N/A | 0.000% | |
4/30/2024 | Retirement Systems of Alabama | 57,471 | $23.61M | 0.1% | -2.6% | 0.021% | |
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4/30/2024 | TFC Financial Management Inc. | 252 | $104K | 0.0% | -11.3% | 0.000% | |
4/30/2024 | North Star Investment Management Corp. | 9,098 | $3.74M | 0.3% | +3.8% | 0.003% | |
4/30/2024 | Ables Iannone Moore & Associates Inc. | 4,680 | $1.92M | 1.4% | +1.9% | 0.002% | |
4/30/2024 | Norden Group LLC | 2,604 | $1.07M | 0.1% | N/A | 0.001% | |
4/30/2024 | Culbertson A N & Co. Inc. | 23,612 | $9.70M | 1.7% | +0.9% | 0.008% | |
4/30/2024 | Van ECK Associates Corp | 197,959 | $81.31M | 0.1% | -5.9% | 0.071% | |
4/30/2024 | Fortis Group Advisors LLC | 135 | $55K | 0.0% | -50.0% | 0.000% | |
4/30/2024 | HB Wealth Management LLC | 6,524 | $2.68M | 0.0% | +1.1% | 0.002% | |
4/30/2024 | Turtle Creek Wealth Advisors LLC | 496 | $204K | 0.1% | -52.4% | 0.000% | |
4/30/2024 | SpiderRock Advisors LLC | 9,378 | $3.61M | 0.1% | N/A | 0.003% | |