4/27/2024 | Riverwater Partners LLC | 3,388 | $946K | 0.7% | +12.0% | 0.000% | |
4/27/2024 | Weatherly Asset Management L. P. | 50,213 | $14.01M | 1.4% | +1.8% | 0.003% | |
4/27/2024 | James Hambro & Partners | 437,968 | $122.07M | 5.7% | +2.0% | 0.024% | |
4/27/2024 | Dougherty Wealth Advisers LLC | 1,872 | $522K | 0.5% | -22.5% | 0.000% | |
4/27/2024 | Vigilare Wealth Management | 4,746 | $1.32M | 0.7% | -18.4% | 0.000% | |
4/27/2024 | Nadler Financial Group Inc. | 1,972 | $550K | 0.1% | +3.8% | 0.000% | |
|
4/27/2024 | Conning Inc. | 28,031 | $7.82M | 0.3% | -0.9% | 0.002% | |
4/27/2024 | Finer Wealth Management Inc. | 2,363 | $660K | 0.4% | -29.5% | 0.000% | |
4/27/2024 | K.J. Harrison & Partners Inc | 25,837 | $7.21M | 1.1% | +0.9% | 0.001% | |
4/27/2024 | Capital Performance Advisors LLP | 1,141 | $318K | 0.1% | +8.5% | 0.000% | |
4/27/2024 | Austin Asset Management Co Inc | 1,225 | $342K | 0.1% | -7.3% | 0.000% | |
4/27/2024 | McCollum Christoferson Group LLC | 40,556 | $11.32M | 3.3% | -0.5% | 0.002% | |
4/27/2024 | BayBridge Capital Group LLC | 4,186 | $1.14M | 1.0% | +4.6% | 0.000% | |
4/26/2024 | Pinnacle Associates Ltd. | 208,552 | $58.20M | 0.9% | -1.1% | 0.011% | |
4/26/2024 | Trueblood Wealth Management LLC | 2,618 | $731K | 0.4% | +16.7% | 0.000% | |
4/26/2024 | Sterling Investment Counsel LLC | 11,508 | $3.21M | 1.5% | +2.1% | 0.001% | |
4/26/2024 | Securian Asset Management Inc. | 93,155 | $26.00M | 0.8% | -7.7% | 0.005% | |
4/26/2024 | Aspen Investment Management Inc | 6,677 | $1.86M | 0.9% | -2.8% | 0.000% | |
4/26/2024 | Triasima Portfolio Management inc. | 13,419 | $3.75M | 0.3% | -12.9% | 0.001% | |
4/26/2024 | BLB&B Advisors LLC | 65,867 | $18.38M | 1.0% | +5.7% | 0.004% | |
4/26/2024 | UMB Bank n.a. | 155,782 | $43.48M | 0.7% | -50.8% | 0.008% | |
4/26/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 3,448 | $949K | 0.4% | +4.5% | 0.000% | |
4/26/2024 | Narwhal Capital Management | 29,212 | $8.15M | 0.8% | -2.0% | 0.002% | |
4/26/2024 | MBA Advisors LLC | 1,164 | $325K | 0.2% | +22.5% | 0.000% | |
4/26/2024 | LifeSteps Financial Inc. | 1,004 | $280K | 0.2% | -7.4% | 0.000% | |
4/26/2024 | Highview Capital Management LLC DE | 18,020 | $5.03M | 2.3% | +3.7% | 0.001% | |
4/26/2024 | Prestige Wealth Management Group LLC | 10,412 | $2.91M | 0.6% | -32.9% | 0.001% | |
4/26/2024 | GUNN & Co INVESTMENT MANAGEMENT INC. | 13,434 | $3.75M | 2.8% | -92.0% | 0.001% | |
4/26/2024 | Riverbridge Partners LLC | 186,993 | $52.19M | 0.6% | -4.3% | 0.010% | |
4/26/2024 | Crestone Asset Management LLC | 955 | $267K | 0.1% | +18.6% | 0.000% | |
4/26/2024 | Northwest Bancshares Inc. | 9,212 | $2.57M | 0.4% | +12.0% | 0.001% | |
4/26/2024 | Renaissance Group LLC | 121,334 | $33.86M | 1.3% | -3.0% | 0.007% | |
4/26/2024 | JNBA Financial Advisors | 3,420 | $954K | 0.1% | -1.6% | 0.000% | |
4/26/2024 | Yousif Capital Management LLC | 213,898 | $59.70M | 0.7% | -2.2% | 0.012% | |
4/26/2024 | Schmidt P J Investment Management Inc. | 36,673 | $10.24M | 1.9% | -1.9% | 0.002% | |
4/26/2024 | Augustine Asset Management Inc. | 2,431 | $678K | 0.3% | +13.3% | 0.000% | |
4/26/2024 | Farmers & Merchants Trust Co of Chambersburg PA | 13,259 | $3.70M | 1.5% | -3.2% | 0.001% | |
4/26/2024 | YHB Investment Advisors Inc. | 85,200 | $23.78M | 2.1% | -0.8% | 0.005% | |
4/26/2024 | SlateStone Wealth LLC | 27,002 | $7.54M | 0.8% | -3.0% | 0.001% | |
4/26/2024 | ZWJ Investment Counsel Inc. | 173,885 | $48.53M | 2.2% | +2.6% | 0.009% | |
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4/26/2024 | Peregrine Capital Management LLC | 242,058 | $67.55M | 1.9% | -1.7% | 0.013% | |
4/26/2024 | Coastline Trust Co | 35,544 | $9.92M | 1.2% | +4.8% | 0.002% | |
4/26/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 2,614 | $730K | 0.0% | -19.6% | 0.000% | |
4/26/2024 | First National Trust Co | 76,427 | $21.33M | 0.9% | -7.1% | 0.004% | |
4/26/2024 | Sage Rhino Capital LLC | 3,383 | $944K | 0.2% | -2.9% | 0.000% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 9,005 | $2.51M | 0.2% | +75.8% | 0.000% | |
4/26/2024 | Mitchell & Pahl Private Wealth LLC | 3,993 | $1.11M | 0.6% | -5.0% | 0.000% | |
4/26/2024 | Bond & Devick Financial Network Inc. | 1,091 | $304K | 0.2% | -4.4% | 0.000% | |
4/26/2024 | SFG Wealth Management LLC. | 21,574 | $6.02M | 3.6% | +0.6% | 0.001% | |
4/26/2024 | Guardian Investment Management | 39,418 | $11.00M | 8.4% | +76.3% | 0.002% | |
4/26/2024 | Clear Creek Financial Management LLC | 6,917 | $1.93M | 0.2% | +145.6% | 0.000% | |
4/26/2024 | Members Trust Co | 768 | $214K | 0.0% | N/A | 0.000% | |
4/26/2024 | SYSTM Wealth Solutions LLC | 23,152 | $6.46M | 0.8% | +2.1% | 0.001% | |
4/26/2024 | Sumitomo Life Insurance Co. | 30,698 | $8.57M | 0.2% | -6.2% | 0.002% | |
4/26/2024 | Pioneer Trust Bank N A OR | 33,882 | $9.46M | 2.6% | +2.8% | 0.002% | |
4/26/2024 | Chicago Partners Investment Group LLC | 38,056 | $10.43M | 0.4% | -4.3% | 0.002% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 30,153 | $8.42M | 0.2% | N/A | 0.002% | |
4/26/2024 | Patrick M Sweeney & Associates Inc. | 6,786 | $1.89M | 1.6% | +0.9% | 0.000% | |
4/26/2024 | MONECO Advisors LLC | 7,271 | $2.03M | 0.3% | +4.7% | 0.000% | |
4/26/2024 | TI Trust Inc. | 1,085 | $303K | 0.2% | N/A | 0.000% | |
4/26/2024 | Sigma Investment Counselors Inc. | 14,885 | $4.15M | 0.2% | +843.9% | 0.001% | |
4/26/2024 | KG&L Capital Management LLC | 1,470 | $410K | 0.2% | +6.8% | 0.000% | |
4/26/2024 | Verdence Capital Advisors LLC | 41,923 | $11.70M | 1.1% | -3.7% | 0.002% | |
4/26/2024 | Petredis Investment Advisors LLC | 22,151 | $6.18M | 0.7% | +1.8% | 0.001% | |
4/26/2024 | Davies Financial Advisors Inc. | 1,182 | $330K | 0.3% | N/A | 0.000% | |
4/26/2024 | Financial Insights Inc. | 5,809 | $1.62M | 0.5% | -17.9% | 0.000% | |
4/26/2024 | Terra Nova Asset Management LLC | 8,837 | $2.47M | 2.0% | +0.6% | 0.000% | |
4/26/2024 | AJ Advisors LLC | 1,309 | $365K | 0.2% | -3.8% | 0.000% | |
4/26/2024 | Checchi Capital Advisers LLC | 16,155 | $4.51M | 0.4% | +1.1% | 0.001% | |
4/26/2024 | Latitude Advisors LLC | 3,075 | $858K | 0.5% | -1.9% | 0.000% | |
4/26/2024 | Tritonpoint Wealth LLC | 61,875 | $17.27M | 1.7% | -1.0% | 0.003% | |
4/26/2024 | Oakwell Private Wealth Management LLC | 2,980 | $832K | 0.3% | +8.4% | 0.000% | |
4/26/2024 | Bogart Wealth LLC | 56,645 | $15.81M | 0.8% | -5.3% | 0.003% | |
4/25/2024 | Allworth Financial LP | 59,569 | $16.63M | 0.1% | +12.3% | 0.003% | |
4/25/2024 | Alta Capital Management LLC | 144,092 | $40.21M | 2.5% | -1.9% | 0.008% | |
4/25/2024 | Lindbrook Capital LLC | 13,325 | $3.72M | 0.3% | +2.4% | 0.001% | |
4/25/2024 | New York State Teachers Retirement System | 1,576,134 | $439.87M | 0.9% | -3.8% | 0.086% | |
4/25/2024 | WCM Investment Management LLC | 2,184,894 | $609.76M | 1.4% | -13.3% | 0.119% | |
4/25/2024 | One Day In July LLC | 1,042 | $291K | 0.0% | N/A | 0.000% | |
4/25/2024 | Values Added Financial LLC | 2,352 | $656K | 0.5% | +5.3% | 0.000% | |
4/25/2024 | Mendota Financial Group LLC | 942 | $263K | 0.2% | -26.2% | 0.000% | |
4/25/2024 | Center for Financial Planning Inc. | 1,500 | $419K | 0.1% | +3.0% | 0.000% | |
4/25/2024 | TRUE Private Wealth Advisors | 4,897 | $1.37M | 0.2% | -23.0% | 0.000% | |
4/25/2024 | Adell Harriman & Carpenter Inc. | 107,112 | $29.89M | 2.5% | +1.8% | 0.006% | |
4/25/2024 | Ulland Investment Advisors LLC | 13,282 | $3.71M | 3.0% | -0.3% | 0.001% | |
4/25/2024 | Bank of New York Mellon Corp | 11,491,925 | $3.21B | 0.6% | -4.8% | 0.626% | |
4/25/2024 | Villere ST Denis J & Co. LLC | 140,082 | $39.09M | 3.1% | -2.6% | 0.008% | |
4/25/2024 | Strategy Asset Managers LLC | 7,954 | $2.22M | 0.5% | +68.9% | 0.000% | |
4/25/2024 | Kinneret Advisory LLC | 51,110 | $14.26M | 1.4% | -0.3% | 0.003% | |
4/25/2024 | Bridges Investment Management Inc. | 206,854 | $57.73M | 1.8% | -3.8% | 0.011% | |
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4/25/2024 | Equitable Trust Co. | 68,755 | $19.19M | 1.3% | -3.5% | 0.004% | |
4/25/2024 | Schnieders Capital Management LLC | 16,140 | $4.50M | 0.9% | +4.9% | 0.001% | |
4/25/2024 | Smith Chas P & Associates PA Cpas | 171,533 | $47.87M | 2.9% | +1.6% | 0.009% | |
4/25/2024 | Oldfather Financial Services LLC | 798 | $223K | 0.1% | N/A | 0.000% | |
4/25/2024 | Glassy Mountain Advisors Inc. | 23,103 | $6.45M | 2.4% | +5.0% | 0.001% | |
4/25/2024 | Fielder Capital Group LLC | 3,332 | $930K | 0.4% | +3.3% | 0.000% | |
4/25/2024 | HTLF Bank | 16,858 | $4.71M | 0.5% | -2.3% | 0.001% | |
4/25/2024 | Capital Investment Advisory Services LLC | 14,381 | $4.01M | 0.4% | +2.0% | 0.001% | |
4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 1,143,476 | $319.12M | 1.1% | -0.1% | 0.062% | |
4/25/2024 | L.M. Kohn & Company | 18,831 | $5.26M | 1.5% | +1.5% | 0.001% | |