4/27/2024 | Weatherly Asset Management L. P. | 19,225 | $3.41M | 0.3% | -3.3% | 0.004% | |
4/27/2024 | NORTHSTAR ASSET MANAGEMENT Co LLC | 5,680 | $1.01M | 0.2% | +7.1% | 0.001% | |
4/27/2024 | Conning Inc. | 227,879 | $40.31M | 1.3% | -6.4% | 0.049% | |
4/27/2024 | K.J. Harrison & Partners Inc | 4,000 | $709K | 0.1% | N/A | 0.001% | |
4/26/2024 | Pinnacle Associates Ltd. | 39,324 | $6.97M | 0.1% | -3.8% | 0.009% | |
4/26/2024 | Trueblood Wealth Management LLC | 1,430 | $253K | 0.1% | -15.3% | 0.000% | |
|
4/26/2024 | Securian Asset Management Inc. | 27,191 | $4.82M | 0.1% | -6.9% | 0.006% | |
4/26/2024 | Plan Group Financial LLC | 1,951 | $346K | 0.2% | N/A | 0.000% | |
4/26/2024 | Harrington Investments INC | 5,254 | $931K | 0.5% | +33.9% | 0.001% | |
4/26/2024 | BLB&B Advisors LLC | 9,658 | $1.71M | 0.1% | -10.4% | 0.002% | |
4/26/2024 | UMB Bank n.a. | 43,907 | $7.78M | 0.1% | -8.2% | 0.010% | |
4/26/2024 | Narwhal Capital Management | 32,978 | $5.84M | 0.6% | -28.5% | 0.007% | |
4/26/2024 | LifeSteps Financial Inc. | 317 | $56K | 0.0% | N/A | 0.000% | |
4/26/2024 | Highview Capital Management LLC DE | 1,329 | $236K | 0.1% | N/A | 0.000% | |
4/26/2024 | Northwest Bancshares Inc. | 8,573 | $1.52M | 0.2% | N/A | 0.002% | |
4/26/2024 | Renaissance Group LLC | 202,537 | $35.89M | 1.4% | N/A | 0.044% | |
4/26/2024 | JNBA Financial Advisors | 3,451 | $612K | 0.1% | -5.1% | 0.001% | |
4/26/2024 | Yousif Capital Management LLC | 122,109 | $21.64M | 0.2% | +0.4% | 0.026% | |
4/26/2024 | Farmers & Merchants Trust Co of Chambersburg PA | 396 | $70K | 0.0% | -30.5% | 0.000% | |
4/26/2024 | YHB Investment Advisors Inc. | 974 | $173K | 0.0% | N/A | 0.000% | |
4/26/2024 | SlateStone Wealth LLC | 10,656 | $1.89M | 0.2% | +50.2% | 0.002% | |
4/26/2024 | ZWJ Investment Counsel Inc. | 2,456 | $435K | 0.0% | -4.1% | 0.001% | |
4/26/2024 | First National Trust Co | 15,443 | $2.74M | 0.1% | -8.1% | 0.003% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 2,821 | $500K | 0.0% | -11.1% | 0.001% | |
4/26/2024 | Mitchell & Pahl Private Wealth LLC | 8,963 | $1.59M | 0.8% | +9.8% | 0.002% | |
4/26/2024 | SFG Wealth Management LLC. | 1,237 | $219K | 0.1% | N/A | 0.000% | |
4/26/2024 | Clear Creek Financial Management LLC | 1,906 | $321K | 0.0% | N/A | 0.000% | |
4/26/2024 | Quantum Financial Advisors LLC | 1,300 | $230K | 0.0% | N/A | 0.000% | |
4/26/2024 | SYSTM Wealth Solutions LLC | 25,058 | $4.44M | 0.6% | +20.7% | 0.005% | |
4/26/2024 | Sumitomo Life Insurance Co. | 9,259 | $1.64M | 0.0% | -3.8% | 0.002% | |
4/26/2024 | First Personal Financial Services | 24,592 | $4.36M | 1.0% | -4.1% | 0.005% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 3,208 | $568K | 0.0% | N/A | 0.001% | |
4/26/2024 | Patrick M Sweeney & Associates Inc. | 1,987 | $352K | 0.3% | +14.6% | 0.000% | |
4/26/2024 | MONECO Advisors LLC | 2,428 | $430K | 0.1% | +7.1% | 0.001% | |
4/26/2024 | TI Trust Inc. | 1,831 | $324K | 0.2% | N/A | 0.000% | |
4/26/2024 | KG&L Capital Management LLC | 4,268 | $725K | 0.3% | -34.0% | 0.001% | |
4/26/2024 | Verdence Capital Advisors LLC | 3,267 | $579K | 0.1% | -6.3% | 0.001% | |
4/26/2024 | Checchi Capital Advisers LLC | 5,826 | $1.03M | 0.1% | +6.2% | 0.001% | |
4/26/2024 | Focused Investors Fund L P | 708,400 | $125.54M | 3.9% | N/A | 0.153% | |
4/26/2024 | Tritonpoint Wealth LLC | 2,391 | $424K | 0.0% | -39.1% | 0.001% | |
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4/25/2024 | Q3 Asset Management | 1,262 | $222K | 0.1% | N/A | 0.000% | |
4/25/2024 | New York State Teachers Retirement System | 513,164 | $90.94M | 0.2% | -1.8% | 0.111% | |
4/25/2024 | Horrell Capital Management Inc. | 29,371 | $5.21M | 1.4% | +0.5% | 0.006% | |
4/25/2024 | Mendota Financial Group LLC | 750 | $133K | 0.1% | -33.5% | 0.000% | |
4/25/2024 | Center for Financial Planning Inc. | 583 | $103K | 0.0% | +16.8% | 0.000% | |
4/25/2024 | TRUE Private Wealth Advisors | 1,775 | $315K | 0.0% | +4.8% | 0.000% | |
4/25/2024 | Bank of New York Mellon Corp | 3,703,552 | $656.31M | 0.1% | -4.9% | 0.802% | |
4/25/2024 | Strategy Asset Managers LLC | 1,824 | $323K | 0.1% | +13.9% | 0.000% | |
4/25/2024 | Bridges Investment Management Inc. | 45,705 | $8.10M | 0.3% | +0.5% | 0.010% | |
4/25/2024 | Equitable Trust Co. | 24,656 | $4.37M | 0.3% | +62.6% | 0.005% | |
4/25/2024 | Advocate Group LLC | 55,398 | $9.82M | 2.0% | +5.3% | 0.012% | |
4/25/2024 | HTLF Bank | 3,477 | $616K | 0.1% | -2.6% | 0.001% | |
4/25/2024 | Capital Investment Advisory Services LLC | 9,232 | $1.64M | 0.2% | -5.3% | 0.002% | |
4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 174,909 | $31.00M | 0.1% | -10.1% | 0.038% | |
4/25/2024 | Benedict Financial Advisors Inc. | 21,647 | $3.84M | 1.0% | +1.9% | 0.005% | |
4/25/2024 | MTM Investment Management LLC | 1,638 | $290K | 0.1% | +5.7% | 0.000% | |
4/25/2024 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 113,907 | $20.19M | 0.2% | +1.0% | 0.025% | |
4/25/2024 | Aaron Wealth Advisors LLC | 13,165 | $2.33M | 0.3% | +1.4% | 0.003% | |
4/25/2024 | Eudaimonia Partners LLC | 6,515 | $1.16M | 0.3% | -1.0% | 0.001% | |
4/25/2024 | Valeo Financial Advisors LLC | 21,264 | $3.52M | 0.1% | -2.9% | 0.005% | |
4/25/2024 | Presidio Capital Management LLC | 1,807 | $320K | 0.2% | N/A | 0.000% | |
4/25/2024 | Long Run Wealth Advisors LLC | 22,162 | $3.93M | 1.0% | +4.2% | 0.005% | |
4/25/2024 | Cascade Investment Advisors Inc. | 8,769 | $1.55M | 1.0% | -1.7% | 0.002% | |
4/25/2024 | Freedom Day Solutions LLC | 7,917 | $1.40M | 0.5% | -4.2% | 0.002% | |
4/25/2024 | IMA Wealth Inc. | 14,472 | $2.57M | 1.2% | -6.5% | 0.003% | |
4/25/2024 | Summit Financial LLC | 2,145 | $380K | 0.0% | +26.4% | 0.000% | |
4/24/2024 | Private Trust Co. NA | 11,159 | $1.98M | 0.2% | +16.3% | 0.002% | |
4/24/2024 | Leavell Investment Management Inc. | 4,095 | $726K | 0.0% | +12.6% | 0.001% | |
4/24/2024 | Patton Albertson Miller Group LLC | 39,226 | $6.95M | 1.0% | +8.4% | 0.008% | |
4/24/2024 | Zhang Financial LLC | 2,870 | $509K | 0.0% | N/A | 0.001% | |
4/24/2024 | CENTRAL TRUST Co | 24,928 | $4.42M | 0.1% | -4.9% | 0.005% | |
4/24/2024 | V Square Quantitative Management LLC | 8,509 | $1.51M | 0.3% | +29.6% | 0.002% | |
4/24/2024 | Berkshire Bank | 5,284 | $936K | 0.2% | -4.7% | 0.001% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 2,076 | $368K | 0.2% | -46.3% | 0.000% | |
4/24/2024 | Pegasus Partners Ltd. | 1,356 | $240K | 0.0% | N/A | 0.000% | |
4/24/2024 | Adams Diversified Equity Fund Inc. | 112,500 | $19.94M | 0.7% | N/A | 0.024% | |
4/24/2024 | Premier Path Wealth Partners LLC | 2,999 | $531K | 0.1% | +10.1% | 0.001% | |
4/24/2024 | Hedges Asset Management LLC | 3,850 | $682K | 0.5% | N/A | 0.001% | |
4/24/2024 | Zullo Investment Group Inc. | 6,250 | $1.11M | 0.5% | +5.8% | 0.001% | |
4/24/2024 | Dakota Wealth Management | 33,465 | $5.93M | 0.1% | +293.0% | 0.007% | |
4/24/2024 | SOL Capital Management CO | 2,885 | $511K | 0.1% | -12.2% | 0.001% | |
4/24/2024 | Simplicity Wealth LLC | 9,712 | $1.72M | 0.0% | +559.3% | 0.002% | |
4/24/2024 | Archford Capital Strategies LLC | 4,031 | $714K | 0.1% | +27.6% | 0.001% | |
4/24/2024 | NBT Bank N A NY | 29,307 | $5.19M | 0.4% | -0.3% | 0.006% | |
4/24/2024 | First Fiduciary Investment Counsel Inc. | 51,037 | $9.04M | 1.9% | -1.7% | 0.011% | |
4/24/2024 | Avitas Wealth Management LLC | 29,181 | $5.17M | 0.8% | +0.9% | 0.006% | |
4/24/2024 | Spire Wealth Management | 9,093 | $1.61M | 0.1% | +6.3% | 0.002% | |
4/24/2024 | First Pacific Financial | 6,991 | $1.24M | 0.3% | +11.9% | 0.002% | |
4/24/2024 | Gemmer Asset Management LLC | 1,408 | $250K | 0.0% | N/A | 0.000% | |
4/24/2024 | Essex Financial Services Inc. | 6,749 | $1.20M | 0.1% | +13.8% | 0.001% | |
His win rate puts Warren Buffett to shame… (Ad) Not long ago I joined Phil Ash for a private one-on-one interview.
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4/24/2024 | Solstein Capital LLC | 1,224 | $217K | 0.1% | N/A | 0.000% | |
4/24/2024 | West Branch Capital LLC | 164 | $29K | 0.0% | -28.4% | 0.000% | |
4/24/2024 | Assenagon Asset Management S.A. | 123,771 | $21.93M | 0.1% | -45.1% | 0.027% | |
4/23/2024 | IRON Financial LLC | 1,492 | $264K | 0.1% | -17.9% | 0.000% | |
4/23/2024 | Godsey & Gibb Inc. | 174 | $31K | 0.0% | +148.6% | 0.000% | |
4/23/2024 | Canal Capital Management LLC | 1,298 | $230K | 0.0% | -25.9% | 0.000% | |
4/23/2024 | Busey Bank | 84,372 | $14.95M | 0.5% | -1.3% | 0.018% | |
4/23/2024 | BSW Wealth Partners | 3,024 | $536K | 0.1% | +5.3% | 0.001% | |
4/23/2024 | Bfsg LLC | 7,004 | $1.24M | 0.2% | +43,675.0% | 0.002% | |
4/23/2024 | Arbor Investment Advisors LLC | 1,356 | $240K | 0.0% | N/A | 0.000% | |