4/27/2024 | Riverwater Partners LLC | 7,475 | $758K | 0.6% | +17.4% | 0.001% | |
4/27/2024 | James Hambro & Partners | 761,108 | $77.14M | 3.6% | +2.2% | 0.067% | |
4/27/2024 | Conning Inc. | 56,946 | $5.78M | 0.2% | +5.8% | 0.005% | |
4/27/2024 | BayBridge Capital Group LLC | 11,750 | $1.11M | 1.0% | +4.6% | 0.001% | |
4/26/2024 | Pinnacle Associates Ltd. | 41,989 | $4.26M | 0.1% | -5.7% | 0.004% | |
4/26/2024 | Trueblood Wealth Management LLC | 3,908 | $396K | 0.2% | +21.0% | 0.000% | |
|
4/26/2024 | Securian Asset Management Inc. | 67,126 | $6.81M | 0.2% | -7.4% | 0.006% | |
4/26/2024 | Triasima Portfolio Management inc. | 36,400 | $3.69M | 0.3% | -9.9% | 0.003% | |
4/26/2024 | Harrington Investments INC | 34,827 | $3.53M | 2.0% | +0.4% | 0.003% | |
4/26/2024 | BLB&B Advisors LLC | 65,419 | $6.64M | 0.4% | N/A | 0.006% | |
4/26/2024 | UMB Bank n.a. | 669,097 | $67.86M | 1.1% | -45.9% | 0.059% | |
4/26/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 37,096 | $3.58M | 1.5% | -4.9% | 0.003% | |
4/26/2024 | Highview Capital Management LLC DE | 21,660 | $2.20M | 1.0% | +37.0% | 0.002% | |
4/26/2024 | Riverbridge Partners LLC | 39,352 | $3.99M | 0.0% | -1.5% | 0.003% | |
4/26/2024 | Northwest Bancshares Inc. | 6,107 | $619K | 0.1% | -2.9% | 0.001% | |
4/26/2024 | Yousif Capital Management LLC | 173,927 | $17.64M | 0.2% | -3.2% | 0.015% | |
4/26/2024 | Farmers & Merchants Trust Co of Chambersburg PA | 445 | $45K | 0.0% | -31.3% | 0.000% | |
4/26/2024 | YHB Investment Advisors Inc. | 82,706 | $8.39M | 0.7% | +0.7% | 0.007% | |
4/26/2024 | SlateStone Wealth LLC | 52,232 | $5.30M | 0.5% | -4.9% | 0.005% | |
4/26/2024 | First National Trust Co | 50,190 | $5.09M | 0.2% | -8.0% | 0.004% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 85,468 | $8.67M | 0.6% | +3.2% | 0.008% | |
4/26/2024 | Clear Creek Financial Management LLC | 4,130 | $419K | 0.1% | -22.5% | 0.000% | |
4/26/2024 | Quantum Financial Advisors LLC | 2,006 | $203K | 0.0% | N/A | 0.000% | |
4/26/2024 | Legacy Bridge LLC | 5,400 | $548K | 0.3% | -5.3% | 0.000% | |
4/26/2024 | Sumitomo Life Insurance Co. | 22,839 | $2.32M | 0.1% | -3.7% | 0.002% | |
4/26/2024 | Pioneer Trust Bank N A OR | 61,318 | $6.22M | 1.7% | -6.5% | 0.005% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 32,523 | $3.30M | 0.1% | N/A | 0.003% | |
4/26/2024 | MONECO Advisors LLC | 3,954 | $401K | 0.1% | +10.2% | 0.000% | |
4/26/2024 | Sigma Investment Counselors Inc. | 80,652 | $8.18M | 0.4% | -0.5% | 0.007% | |
4/26/2024 | KG&L Capital Management LLC | 5,296 | $537K | 0.2% | +18.2% | 0.000% | |
4/26/2024 | Verdence Capital Advisors LLC | 7,356 | $746K | 0.1% | +2.9% | 0.001% | |
4/26/2024 | Petredis Investment Advisors LLC | 55,474 | $5.63M | 0.7% | +1.7% | 0.005% | |
4/26/2024 | Robinson Smith Wealth Advisors LLC | 8,280 | $840K | 0.8% | -3.4% | 0.001% | |
4/26/2024 | Financial Insights Inc. | 6,507 | $660K | 0.2% | -36.3% | 0.001% | |
4/26/2024 | Focused Investors Fund L P | 1,017,000 | $103.14M | 3.2% | N/A | 0.090% | |
4/26/2024 | Tritonpoint Wealth LLC | 85,410 | $8.66M | 0.9% | -1.6% | 0.008% | |
4/25/2024 | Alta Capital Management LLC | 529,145 | $53.67M | 3.3% | -2.6% | 0.047% | |
4/25/2024 | Lindbrook Capital LLC | 5,022 | $509K | 0.0% | +2.9% | 0.000% | |
4/25/2024 | New York State Teachers Retirement System | 1,040,336 | $105.51M | 0.2% | -4.2% | 0.092% | |
4/25/2024 | Mendota Financial Group LLC | 1,135 | $115K | 0.1% | -33.6% | 0.000% | |
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4/25/2024 | Center for Financial Planning Inc. | 3,355 | $340K | 0.1% | +5.5% | 0.000% | |
4/25/2024 | TRUE Private Wealth Advisors | 2,932 | $297K | 0.0% | +3.7% | 0.000% | |
4/25/2024 | Bank of New York Mellon Corp | 21,488,309 | $2.18B | 0.4% | -3.0% | 1.897% | |
4/25/2024 | Bridges Investment Management Inc. | 26,462 | $2.68M | 0.1% | +27.5% | 0.002% | |
4/25/2024 | Equitable Trust Co. | 9,394 | $953K | 0.1% | +6.4% | 0.001% | |
4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 201,012 | $20.39M | 0.1% | -1.7% | 0.018% | |
4/25/2024 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 276,368 | $28.03M | 0.3% | +2.7% | 0.024% | |
4/25/2024 | Aaron Wealth Advisors LLC | 9,563 | $970K | 0.1% | +4.8% | 0.001% | |
4/25/2024 | Valeo Financial Advisors LLC | 25,511 | $2.43M | 0.1% | +4.0% | 0.002% | |
4/25/2024 | Peterson Financial Group Inc. | 20,947 | $2.12M | 1.2% | +49.9% | 0.002% | |
4/25/2024 | Argus Investors Counsel Inc. | 16,340 | $1.66M | 1.0% | -15.2% | 0.001% | |
4/25/2024 | MFA Wealth Advisors LLC | 43,373 | $4.40M | 1.2% | +0.9% | 0.004% | |
4/24/2024 | Zhang Financial LLC | 2,098 | $213K | 0.0% | N/A | 0.000% | |
4/24/2024 | Verity & Verity LLC | 3,622 | $367K | 0.1% | N/A | 0.000% | |
4/24/2024 | CENTRAL TRUST Co | 40,263 | $4.08M | 0.1% | +1.5% | 0.004% | |
4/24/2024 | Berkshire Bank | 41,307 | $4.19M | 1.0% | -7.9% | 0.004% | |
4/24/2024 | Townsend & Associates Inc | 140,813 | $13.31M | 1.5% | +1.9% | 0.012% | |
4/24/2024 | Premier Path Wealth Partners LLC | 13,340 | $1.35M | 0.3% | -3.2% | 0.001% | |
4/24/2024 | Trinity Legacy Partners LLC | 35,201 | $3.57M | 1.0% | +14.4% | 0.003% | |
4/24/2024 | Hartford Financial Management Inc. | 16,630 | $1.69M | 0.4% | +1.4% | 0.001% | |
4/24/2024 | Dakota Wealth Management | 95,575 | $9.69M | 0.2% | +79.1% | 0.008% | |
4/24/2024 | Harvey Investment Co. LLC | 394,586 | $40.02M | 4.5% | -2.0% | 0.035% | |
4/24/2024 | Simplicity Wealth LLC | 21,100 | $2.14M | 0.1% | N/A | 0.002% | |
4/24/2024 | NBT Bank N A NY | 68,626 | $6.96M | 0.5% | -1.5% | 0.006% | |
4/24/2024 | Childress Capital Advisors LLC | 4,329 | $439K | 0.1% | -8.9% | 0.000% | |
4/24/2024 | First Pacific Financial | 290 | $29K | 0.0% | N/A | 0.000% | |
4/24/2024 | Essex Financial Services Inc. | 36,337 | $3.69M | 0.3% | +3.8% | 0.003% | |
4/24/2024 | Bar Harbor Wealth Management | 101,326 | $10.28M | 0.7% | +6.6% | 0.009% | |
4/24/2024 | Wesleyan Assurance Society | 86,468 | $8.76M | 0.8% | -5.3% | 0.008% | |
4/24/2024 | Assenagon Asset Management S.A. | 606,948 | $61.56M | 0.1% | -16.3% | 0.054% | |
4/23/2024 | IRON Financial LLC | 7,418 | $752K | 0.4% | N/A | 0.001% | |
4/23/2024 | Dupont Capital Management Corp | 100,439 | $10.19M | 0.8% | -6.7% | 0.009% | |
4/23/2024 | Charter Oak Capital Management LLC | 2,156 | $219K | 0.0% | N/A | 0.000% | |
4/23/2024 | Busey Bank | 5,647 | $573K | 0.0% | +55.4% | 0.000% | |
4/23/2024 | Bfsg LLC | 64,090 | $6.50M | 0.9% | -0.7% | 0.006% | |
4/23/2024 | Milestone Asset Management LLC | 2,976 | $302K | 0.1% | N/A | 0.000% | |
4/23/2024 | Global Retirement Partners LLC | 9,419 | $955K | 0.0% | +1.7% | 0.001% | |
4/23/2024 | Covenant Asset Management LLC | 4,440 | $450K | 0.1% | N/A | 0.000% | |
4/23/2024 | Louisiana State Employees Retirement System | 66,300 | $6.72M | 0.1% | -4.2% | 0.006% | |
4/23/2024 | Sage Mountain Advisors LLC | 4,533 | $460K | 0.0% | +14.5% | 0.000% | |
4/23/2024 | Wealth Advisory Solutions LLC | 63,277 | $6.42M | 1.7% | -40.5% | 0.006% | |
4/23/2024 | WASHINGTON TRUST Co | 248,196 | $25.17M | 0.9% | 0.0% | 0.022% | |
4/23/2024 | Venturi Wealth Management LLC | 110,802 | $11.24M | 0.7% | +2,308.7% | 0.010% | |
4/23/2024 | Rational Advisors LLC | 35,025 | $3.55M | 0.3% | N/A | 0.003% | |
4/23/2024 | Community Financial Services Group LLC | 5,276 | $535K | 0.1% | N/A | 0.000% | |
4/23/2024 | Live Oak Private Wealth LLC | 68,389 | $6.94M | 1.2% | -12.5% | 0.006% | |
4/23/2024 | Amalgamated Bank | 246,688 | $25.02M | 0.2% | -14.2% | 0.022% | |
4/23/2024 | Legacy Trust | 55,144 | $5.59M | 1.4% | +0.8% | 0.005% | |
4/23/2024 | Hall Laurie J Trustee | 53,755 | $5.45M | 1.9% | +9.9% | 0.005% | |
4/23/2024 | F M Investments LLC | 2,147 | $218K | 0.1% | N/A | 0.000% | |
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4/23/2024 | New Mexico Educational Retirement Board | 57,680 | $5.85M | 0.2% | -3.7% | 0.005% | |
4/23/2024 | Fifth Third Bancorp | 979,354 | $99.33M | 0.4% | -0.4% | 0.086% | |
4/23/2024 | Wesbanco Bank Inc. | 43,543 | $4.42M | 0.2% | -1.9% | 0.004% | |
4/23/2024 | Summit Trail Advisors LLC | 18,147 | $1.84M | 0.0% | +13.5% | 0.002% | |
4/23/2024 | Stablepoint Partners LLC | 26,830 | $2.72M | 0.6% | +13.6% | 0.002% | |
4/23/2024 | Principle Wealth Partners LLC | 17,316 | $1.76M | 0.1% | +4.9% | 0.002% | |
4/23/2024 | Duncker Streett & Co. Inc. | 29,300 | $2.97M | 0.6% | -0.7% | 0.003% | |
4/23/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 2,461,092 | $231.54M | 2.3% | -2.8% | 0.217% | |
4/23/2024 | Cigna Investments Inc. New | 12,119 | $1.23M | 0.2% | -1.5% | 0.001% | |
4/23/2024 | Strategic Blueprint LLC | 8,718 | $884K | 0.1% | +9.9% | 0.001% | |