4/27/2024 | James Hambro & Partners | 192,964 | $112.09M | 5.2% | +2.7% | 0.051% | |
4/27/2024 | NORTHSTAR ASSET MANAGEMENT Co LLC | 21,706 | $12.62M | 3.1% | +0.2% | 0.006% | |
4/27/2024 | Conning Inc. | 10,707 | $6.22M | 0.2% | -2.3% | 0.003% | |
4/27/2024 | Finer Wealth Management Inc. | 2,721 | $1.58M | 1.0% | -8.3% | 0.001% | |
4/27/2024 | Foster Victor Wealth Advisors LLC | 485 | $279K | 0.0% | +6.6% | 0.000% | |
4/27/2024 | K.J. Harrison & Partners Inc | 4,367 | $2.54M | 0.4% | -15.6% | 0.001% | |
|
4/26/2024 | Pinnacle Associates Ltd. | 34,317 | $19.95M | 0.3% | -1.1% | 0.009% | |
4/26/2024 | Trueblood Wealth Management LLC | 2,152 | $1.25M | 0.7% | +8.1% | 0.001% | |
4/26/2024 | Sterling Investment Counsel LLC | 2,006 | $1.17M | 0.5% | +14.2% | 0.001% | |
4/26/2024 | Securian Asset Management Inc. | 22,757 | $13.23M | 0.4% | -7.0% | 0.006% | |
4/26/2024 | Harrington Investments INC | 10,699 | $6.22M | 3.6% | -1.6% | 0.003% | |
4/26/2024 | McGuire Investment Group LLC | 31,724 | $18.44M | 2.7% | -0.1% | 0.008% | |
4/26/2024 | UMB Bank n.a. | 42,275 | $24.57M | 0.4% | -2.5% | 0.011% | |
4/26/2024 | LifeSteps Financial Inc. | 53 | $31K | 0.0% | N/A | 0.000% | |
4/26/2024 | Highview Capital Management LLC DE | 966 | $561K | 0.3% | -16.4% | 0.000% | |
4/26/2024 | Northwest Bancshares Inc. | 372 | $216K | 0.0% | N/A | 0.000% | |
4/26/2024 | Renaissance Group LLC | 53,823 | $31.28M | 1.2% | +0.8% | 0.014% | |
4/26/2024 | Yousif Capital Management LLC | 45,684 | $26.55M | 0.3% | -0.3% | 0.012% | |
4/26/2024 | Schmidt P J Investment Management Inc. | 10,062 | $5.85M | 1.1% | -1.1% | 0.003% | |
4/26/2024 | Farmers & Merchants Trust Co of Chambersburg PA | 81 | $47K | 0.0% | -47.4% | 0.000% | |
4/26/2024 | YHB Investment Advisors Inc. | 46,988 | $27.31M | 2.4% | -1.8% | 0.012% | |
4/26/2024 | SlateStone Wealth LLC | 5,102 | $2.97M | 0.3% | +5.7% | 0.001% | |
4/26/2024 | ZWJ Investment Counsel Inc. | 69,603 | $40.45M | 1.8% | +1.1% | 0.018% | |
4/26/2024 | Coastline Trust Co | 11,151 | $6.48M | 0.8% | -19.5% | 0.003% | |
4/26/2024 | First National Trust Co | 13,770 | $8.00M | 0.3% | -1.4% | 0.004% | |
4/26/2024 | Sage Rhino Capital LLC | 680 | $395K | 0.1% | +3.3% | 0.000% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 5,687 | $3.31M | 0.2% | -61.8% | 0.001% | |
4/26/2024 | Clear Creek Financial Management LLC | 669 | $389K | 0.0% | N/A | 0.000% | |
4/26/2024 | Sumitomo Life Insurance Co. | 17,690 | $9.71M | 0.2% | +31.0% | 0.005% | |
4/26/2024 | First Personal Financial Services | 19,000 | $11.04M | 2.6% | -1.8% | 0.005% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 91,296 | $53.06M | 1.2% | N/A | 0.024% | |
4/26/2024 | Patrick M Sweeney & Associates Inc. | 1,013 | $589K | 0.5% | -2.1% | 0.000% | |
4/26/2024 | MONECO Advisors LLC | 5,315 | $3.09M | 0.5% | +432.6% | 0.001% | |
4/26/2024 | Petredis Investment Advisors LLC | 7,298 | $4.24M | 0.5% | +4.7% | 0.002% | |
4/26/2024 | Robeco Schweiz AG | 150,839 | $87.67M | 1.5% | -26.4% | 0.040% | |
4/26/2024 | Pine Haven Investment Counsel Inc | 375 | $218K | 0.2% | N/A | 0.000% | |
4/26/2024 | Checchi Capital Advisers LLC | 3,209 | $1.87M | 0.1% | +1.3% | 0.001% | |
4/26/2024 | Tritonpoint Wealth LLC | 21,541 | $11.72M | 1.2% | -5.6% | 0.006% | |
4/25/2024 | Alta Capital Management LLC | 89,549 | $52.05M | 3.2% | +0.1% | 0.023% | |
4/25/2024 | Jacobsen Capital Management | 1,665 | $968K | 0.4% | +2.3% | 0.000% | |
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4/25/2024 | Lindbrook Capital LLC | 9,291 | $5.40M | 0.5% | +1.4% | 0.002% | |
4/25/2024 | New York State Teachers Retirement System | 383,987 | $223.18M | 0.5% | -3.4% | 0.101% | |
4/25/2024 | WCM Investment Management LLC | 986,616 | $573.43M | 1.4% | -0.3% | 0.258% | |
4/25/2024 | Human Investing LLC | 654 | $380K | 0.1% | -7.1% | 0.000% | |
4/25/2024 | Center for Financial Planning Inc. | 4,108 | $2.39M | 0.4% | +2.5% | 0.001% | |
4/25/2024 | TRUE Private Wealth Advisors | 1,409 | $819K | 0.1% | +3.0% | 0.000% | |
4/25/2024 | Adell Harriman & Carpenter Inc. | 12,099 | $7.03M | 0.6% | -1.2% | 0.003% | |
4/25/2024 | Bank of New York Mellon Corp | 2,799,876 | $1.63B | 0.3% | -5.4% | 0.734% | |
4/25/2024 | Strategy Asset Managers LLC | 2,125 | $1.24M | 0.3% | +12.8% | 0.001% | |
4/25/2024 | Kinneret Advisory LLC | 7,348 | $4.27M | 0.4% | -0.3% | 0.002% | |
4/25/2024 | Bridges Investment Management Inc. | 49,891 | $29.00M | 0.9% | -5.6% | 0.013% | |
4/25/2024 | Osborne Partners Capital Management LLC | 28,866 | $16.78M | 1.0% | +1.9% | 0.008% | |
4/25/2024 | Equitable Trust Co. | 4,689 | $2.73M | 0.2% | +8.2% | 0.001% | |
4/25/2024 | Schnieders Capital Management LLC | 640 | $372K | 0.1% | -17.8% | 0.000% | |
4/25/2024 | HTLF Bank | 1,534 | $892K | 0.1% | +4.1% | 0.000% | |
4/25/2024 | Triumph Capital Management | 823 | $475K | 0.2% | -15.4% | 0.000% | |
4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 375,849 | $218.45M | 0.8% | -5.9% | 0.098% | |
4/25/2024 | L.M. Kohn & Company | 779 | $453K | 0.1% | -8.4% | 0.000% | |
4/25/2024 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 60,865 | $35.38M | 0.4% | -0.2% | 0.016% | |
4/25/2024 | Investment Advisory Services Inc. TX ADV | 396 | $230K | 0.1% | N/A | 0.000% | |
4/25/2024 | Aaron Wealth Advisors LLC | 1,667 | $969K | 0.1% | +33.4% | 0.000% | |
4/25/2024 | Valeo Financial Advisors LLC | 4,039 | $2.33M | 0.1% | +6.7% | 0.001% | |
4/25/2024 | Olistico Wealth LLC | 524 | $305K | 0.2% | -55.6% | 0.000% | |
4/25/2024 | Peterson Financial Group Inc. | 5,956 | $3.46M | 2.0% | +48.2% | 0.002% | |
4/25/2024 | Freedom Day Solutions LLC | 4,419 | $2.57M | 0.9% | +9.2% | 0.001% | |
4/25/2024 | Summit Financial LLC | 2,409 | $1.40M | 0.1% | -14.4% | 0.001% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 33,855 | $19.68M | 0.1% | -3.0% | 0.009% | |
4/25/2024 | Heirloom Wealth Management | 377 | $219K | 0.1% | N/A | 0.000% | |
4/25/2024 | Intergy Private Wealth LLC | 350 | $203K | 0.1% | N/A | 0.000% | |
4/24/2024 | Private Trust Co. NA | 5,357 | $3.11M | 0.3% | +11.9% | 0.001% | |
4/24/2024 | Leavell Investment Management Inc. | 5,955 | $3.46M | 0.2% | +1.0% | 0.002% | |
4/24/2024 | Patton Albertson Miller Group LLC | 13,521 | $7.86M | 1.2% | +7.6% | 0.004% | |
4/24/2024 | Zhang Financial LLC | 387 | $225K | 0.0% | N/A | 0.000% | |
4/24/2024 | Family Legacy Inc. | 2,368 | $1.38M | 0.5% | +2.9% | 0.001% | |
4/24/2024 | CENTRAL TRUST Co | 26,222 | $15.24M | 0.4% | -0.3% | 0.007% | |
4/24/2024 | V Square Quantitative Management LLC | 1,913 | $1.11M | 0.2% | +417.0% | 0.001% | |
4/24/2024 | 1900 Wealth Management LLC | 1,263 | $734K | 0.1% | -2.4% | 0.000% | |
4/24/2024 | Diamant Asset Management Inc. | 625 | $363K | 0.3% | -13.8% | 0.000% | |
4/24/2024 | Oxler Private Wealth LLC | 9,939 | $5.78M | 2.3% | +31.2% | 0.003% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 122 | $71K | 0.0% | -90.5% | 0.000% | |
4/24/2024 | Pegasus Partners Ltd. | 356 | $207K | 0.0% | N/A | 0.000% | |
4/24/2024 | Premier Path Wealth Partners LLC | 1,873 | $1.09M | 0.2% | -2.9% | 0.000% | |
4/24/2024 | Hartford Financial Management Inc. | 1,471 | $855K | 0.2% | +33.2% | 0.000% | |
4/24/2024 | Dakota Wealth Management | 7,249 | $4.21M | 0.1% | +50.2% | 0.002% | |
4/24/2024 | Simplicity Wealth LLC | 26,219 | $15.24M | 0.4% | +5,858.9% | 0.007% | |
4/24/2024 | Wells Trecaso Financial Group LLC | 10,699 | $6.22M | 2.2% | +2.2% | 0.003% | |
4/24/2024 | Avitas Wealth Management LLC | 6,359 | $3.70M | 0.6% | +25.9% | 0.002% | |
4/24/2024 | Spire Wealth Management | 1,769 | $1.03M | 0.0% | +5.9% | 0.000% | |
4/24/2024 | First Pacific Financial | 2,189 | $1.27M | 0.4% | +2.8% | 0.001% | |
4/24/2024 | Gemmer Asset Management LLC | 524 | $305K | 0.0% | +22.7% | 0.000% | |
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4/24/2024 | Essex Financial Services Inc. | 5,604 | $3.26M | 0.3% | +0.6% | 0.001% | |
4/24/2024 | Solstein Capital LLC | 4,655 | $2.71M | 1.8% | -3.2% | 0.001% | |
4/24/2024 | Bar Harbor Wealth Management | 8,577 | $4.99M | 0.3% | -2.5% | 0.002% | |
4/24/2024 | West Branch Capital LLC | 2,489 | $1.45M | 0.6% | +15.8% | 0.001% | |
4/24/2024 | E Fund Management Hong Kong Co. Ltd. | 191 | $111K | 0.1% | +18.6% | 0.000% | |
4/23/2024 | Wetzel Investment Advisors Inc. | 97 | $53K | 0.0% | -51.7% | 0.000% | |
4/23/2024 | Dupont Capital Management Corp | 28,146 | $16.36M | 1.4% | -11.7% | 0.007% | |
4/23/2024 | Bell Bank | 1,648 | $958K | 0.1% | +21.3% | 0.000% | |
4/23/2024 | Summa Corp. | 1,363 | $792K | 0.4% | +73.2% | 0.000% | |
4/23/2024 | Busey Bank | 28,014 | $16.28M | 0.6% | -1.2% | 0.007% | |