5/4/2024 | Coulter & Justus Financial Services LLC | 154,172 | $9.85M | 2.2% | N/A | 0.008% | |
5/4/2024 | Geneos Wealth Management Inc. | 95,522 | $6.11M | 0.3% | +1,415.0% | 0.005% | |
5/4/2024 | DAVENPORT & Co LLC | 2,061,671 | $131.69M | 0.8% | +2.5% | 0.100% | |
5/4/2024 | Team Hewins LLC | 13,495 | $862K | 0.1% | -3.9% | 0.001% | |
5/4/2024 | Paulson Wealth Management Inc. | 8,512 | $544K | 0.2% | N/A | 0.000% | |
5/4/2024 | Csenge Advisory Group | 25,860 | $1.65M | 0.1% | -1.8% | 0.001% | |
|
5/4/2024 | Richardson Financial Services Inc. | 9,506 | $608K | 0.4% | +12.2% | 0.000% | |
5/3/2024 | Signaturefd LLC | 50,376 | $3.22M | 0.1% | -5.8% | 0.002% | |
5/3/2024 | FDx Advisors Inc. | 38,588 | $2.47M | 0.4% | -3.2% | 0.002% | |
5/3/2024 | Essex Investment Management Co. LLC | 134,634 | $8.60M | 1.7% | +42.7% | 0.007% | |
5/3/2024 | STAR Financial Bank | 3,745 | $239K | 0.2% | -5.1% | 0.000% | |
5/3/2024 | Catalina Capital Group LLC | 4,185 | $267K | 0.1% | N/A | 0.000% | |
5/3/2024 | Avidian Wealth Solutions LLC | 6,383 | $408K | 0.0% | +29.1% | 0.000% | |
5/3/2024 | TFB Advisors LLC | 3,967 | $272K | 0.1% | N/A | 0.000% | |
5/3/2024 | Mediolanum International Funds Ltd | 257,142 | $16.40M | 0.3% | N/A | 0.013% | |
5/3/2024 | Larson Financial Group LLC | 1,330 | $85K | 0.0% | +34.1% | 0.000% | |
5/3/2024 | Callan Capital LLC | 9,381 | $600K | 0.1% | +7.9% | 0.000% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 16,762 | $1.07M | 0.1% | +47.6% | 0.001% | |
5/3/2024 | Rehmann Capital Advisory Group | 19,087 | $1.22M | 0.1% | +7.2% | 0.001% | |
5/3/2024 | Chevy Chase Trust Holdings LLC | 2,235,978 | $142.90M | 0.5% | -13.3% | 0.109% | |
5/3/2024 | Commerce Bank | 808,613 | $51.68M | 0.3% | -4.6% | 0.039% | |
5/3/2024 | Wellington Shields Capital Management LLC | 7,613 | $487K | 0.1% | -5.6% | 0.000% | |
5/3/2024 | GSA Capital Partners LLP | 23,113 | $1.48M | 0.1% | +228.9% | 0.001% | |
5/3/2024 | BI Asset Management Fondsmaeglerselskab A S | 537,798 | $34.37M | 0.6% | +5.6% | 0.026% | |
5/3/2024 | Boomfish Wealth Group LLC | 20,839 | $1.33M | 0.9% | +3.8% | 0.001% | |
5/3/2024 | United Community Bank | 16,283 | $1.04M | 0.4% | +5.7% | 0.001% | |
5/3/2024 | CapWealth Advisors LLC | 14,846 | $949K | 0.1% | N/A | 0.001% | |
5/3/2024 | Peoples Bank OH | 3,751 | $240K | 0.1% | -3.7% | 0.000% | |
5/3/2024 | Proficio Capital Partners LLC | 11,930 | $762K | 0.1% | +11.9% | 0.001% | |
5/3/2024 | Smith Salley Wealth Management | 270,053 | $17.26M | 1.3% | -13.4% | 0.013% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 32,907 | $2.10M | 0.1% | +2.4% | 0.002% | |
5/3/2024 | Patron Partners LLC | 13,163 | $841K | 0.5% | +6.2% | 0.001% | |
5/3/2024 | Whittier Trust Co. | 62,121 | $3.97M | 0.1% | -3.1% | 0.003% | |
5/2/2024 | Diversified LLC | 7,620 | $487K | 0.1% | -2.9% | 0.000% | |
5/2/2024 | Salomon & Ludwin LLC | 7,170 | $458K | 0.0% | +7.4% | 0.000% | |
5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 30,383 | $1.94M | 0.0% | -11.7% | 0.001% | |
5/2/2024 | Financial Counselors Inc. | 41,430 | $2.65M | 0.0% | -9.1% | 0.002% | |
5/2/2024 | Peregrine Asset Advisers Inc. | 6,561 | $419K | 0.2% | +6.5% | 0.000% | |
5/2/2024 | Farrow Financial Inc. | 32,912 | $2.10M | 1.5% | +6.9% | 0.002% | |
5/2/2024 | Mutual of America Capital Management LLC | 292,493 | $18.69M | 0.2% | -1.2% | 0.014% | |
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5/2/2024 | Hudock Inc. | 12,160 | $777K | 0.2% | -9.2% | 0.001% | |
5/2/2024 | Magnolia Capital Advisors LLC | 5,471 | $352K | 0.3% | N/A | 0.000% | |
5/2/2024 | Baron Silver Stevens Financial Advisors LLC | 20,326 | $1.30M | 0.3% | +1.5% | 0.001% | |
5/2/2024 | FinTrust Capital Advisors LLC | 12,996 | $831K | 0.2% | +2.1% | 0.001% | |
5/2/2024 | Hartree Partners LP | 30,000 | $1.92M | 0.5% | -4.8% | 0.001% | |
5/2/2024 | Wright Investors Service Inc. | 56,026 | $3.58M | 0.9% | +1.0% | 0.003% | |
5/2/2024 | Daiwa Securities Group Inc. | 439,053 | $28.06M | 0.2% | +34.8% | 0.021% | |
5/2/2024 | Graypoint LLC | 14,818 | $947K | 0.1% | +18.3% | 0.001% | |
5/2/2024 | Haverford Trust Co | 1,232,549 | $78.77M | 0.8% | +1,066.0% | 0.060% | |
5/2/2024 | Consolidated Planning Corp | 4,118 | $263K | 0.0% | -16.7% | 0.000% | |
5/2/2024 | Pittenger & Anderson Inc. | 13,977 | $893K | 0.0% | -5.4% | 0.001% | |
5/2/2024 | GSB Wealth Management LLC | 7,046 | $450K | 0.1% | -3.3% | 0.000% | |
5/2/2024 | Quent Capital LLC | 5,015 | $320K | 0.0% | +5.2% | 0.000% | |
5/2/2024 | Nordea Investment Management AB | 6,961,556 | $443.83M | 0.5% | +22.3% | 0.339% | |
5/2/2024 | Slocum Gordon & Co LLP | 109,363 | $6.99M | 5.2% | +41.2% | 0.005% | |
5/2/2024 | Lincoln National Corp | 57,318 | $3.66M | 0.1% | +7.8% | 0.003% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 43,148 | $2.76M | 0.2% | +1.2% | 0.002% | |
5/2/2024 | Fidelis Capital Partners LLC | 16,867 | $1.08M | 0.2% | -3.8% | 0.001% | |
5/2/2024 | Goelzer Investment Management Inc. | 46,095 | $2.95M | 0.2% | -2.2% | 0.002% | |
5/2/2024 | St. Louis Trust Co | 19,298 | $1.23M | 0.2% | +17.7% | 0.001% | |
5/2/2024 | Montgomery Investment Management Inc. | 33,460 | $2.14M | 0.8% | +2.8% | 0.002% | |
5/2/2024 | Alliance Wealth Management Group | 4,031 | $258K | 0.1% | +15.6% | 0.000% | |
5/2/2024 | BNP Paribas | 54,482 | $3.48M | 0.2% | N/A | 0.003% | |
5/2/2024 | Choreo LLC | 35,386 | $2.26M | 0.1% | +7.8% | 0.002% | |
5/2/2024 | Tokio Marine Asset Management Co. Ltd. | 90,701 | $5.80M | 0.3% | +2.6% | 0.004% | |
5/2/2024 | Moloney Securities Asset Management LLC | 47,322 | $3.02M | 0.5% | +15.0% | 0.002% | |
5/2/2024 | Hunter Associates Investment Management LLC | 13,904 | $887K | 0.1% | +4.5% | 0.001% | |
5/2/2024 | Rockline Wealth Management LLC | 51,353 | $3.28M | 1.1% | +2.0% | 0.002% | |
5/2/2024 | Valley Brook Capital Group Inc. | 17,240 | $1.10M | 0.9% | -4.6% | 0.001% | |
5/2/2024 | Hollencrest Capital Management | 9,646 | $616K | 0.0% | -2.6% | 0.000% | |
5/2/2024 | Palisade Asset Management LLC | 21,340 | $1.36M | 0.1% | +5.9% | 0.001% | |
5/2/2024 | Greenwood Capital Associates LLC | 58,990 | $3.77M | 0.5% | -59.4% | 0.003% | |
5/2/2024 | PDS Planning Inc | 13,200 | $844K | 0.1% | +14.0% | 0.001% | |
5/2/2024 | Regent Peak Wealth Advisors LLC | 7,044 | $450K | 0.1% | +4.8% | 0.000% | |
5/1/2024 | GLOBALT Investments LLC GA | 38,566 | $2.47M | 0.1% | -4.3% | 0.002% | |
5/1/2024 | Paces Ferry Wealth Advisors LLC | 3,514 | $225K | 0.1% | N/A | 0.000% | |
5/1/2024 | Stone Point Wealth LLC | 17,274 | $1.10M | 0.4% | -13.4% | 0.001% | |
5/1/2024 | Resonant Capital Advisors LLC | 5,190 | $332K | 0.0% | +24.7% | 0.000% | |
5/1/2024 | Connecticut Wealth Management LLC | 31,532 | $2.02M | 0.1% | -5.3% | 0.002% | |
5/1/2024 | Janney Capital Management LLC | 44,755 | $2.86M | 0.2% | -4.1% | 0.002% | |
5/1/2024 | Blackhawk Capital Partners LLC. | 26,557 | $1.70M | 1.1% | N/A | 0.001% | |
5/1/2024 | CWS Financial Advisors LLC | 8,067 | $516K | 0.2% | -15.1% | 0.000% | |
5/1/2024 | Blue Trust Inc. | 21,717 | $1.39M | 0.0% | +2.3% | 0.001% | |
5/1/2024 | Centric Wealth Management | 12,419 | $832K | 0.3% | N/A | 0.001% | |
5/1/2024 | Meitav Investment House Ltd. | 741,000 | $47.37M | 0.9% | N/A | 0.036% | |
5/1/2024 | Alta Wealth Advisors LLC | 11,372 | $727K | 0.4% | -1.7% | 0.001% | |
5/1/2024 | Ascent Wealth Partners LLC | 25,112 | $1.61M | 0.2% | -5.7% | 0.001% | |
5/1/2024 | Horan Capital Advisors LLC. | 47,026 | $3.01M | 1.1% | -1.8% | 0.002% | |
5/1/2024 | Baillie Gifford & Co. | 542,915 | $34.70M | 0.0% | -13.8% | 0.026% | |
5/1/2024 | Braun Stacey Associates Inc. | 283,828 | $18.14M | 0.7% | +5.5% | 0.014% | |
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5/1/2024 | Mission Wealth Management LP | 28,830 | $1.84M | 0.0% | -20.8% | 0.001% | |
5/1/2024 | Wambolt & Associates LLC | 5,087 | $322K | 0.1% | -58.4% | 0.000% | |
5/1/2024 | Northcape Wealth Management LLC | 52,884 | $3.38M | 1.2% | +180.3% | 0.003% | |
5/1/2024 | Smith Group Asset Management LLC | 31,409 | $2.01M | 0.1% | -29.7% | 0.002% | |
5/1/2024 | Worth Financial Advisory Group LLC | 5,277 | $337K | 0.2% | -17.7% | 0.000% | |
5/1/2024 | Sequoia Financial Advisors LLC | 326,586 | $20.87M | 0.3% | +3.4% | 0.016% | |
5/1/2024 | Lineweaver Wealth Advisors LLC | 36,845 | $2.36M | 0.6% | +8.1% | 0.002% | |
5/1/2024 | Diversify Advisory Services LLC | 8,961 | $568K | 0.0% | N/A | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 208,611 | $13.33M | 0.1% | +7.1% | 0.010% | |
4/30/2024 | Consolidated Portfolio Review Corp | 3,976 | $254K | 0.1% | -66.7% | 0.000% | |