5/15/2024 | Fairview Capital Investment Management LLC | 281,759 | $8.39M | 0.5% | +1.4% | 0.109% | |
5/15/2024 | LRI Investments LLC | 1,954 | $58K | 0.0% | N/A | 0.001% | |
5/14/2024 | Wellington Wealth Strategies LLC. | 67,850 | $2.02M | 1.0% | -6.3% | 0.026% | |
5/13/2024 | Windham Capital Management LLC | 34,953 | $1.04M | 0.8% | -91.5% | 0.014% | |
5/13/2024 | Penobscot Investment Management Company Inc. | 50,630 | $1.51M | 0.2% | -4.2% | 0.020% | |
5/11/2024 | Hirtle Callaghan & Co LLC | 108,214 | $3.22M | 0.1% | -31.7% | 0.042% | |
|
5/10/2024 | Allstate Corp | 1,893,700 | $56.38M | 4.0% | +22.0% | 0.735% | |
5/10/2024 | TIAA Trust National Association | 2,367,461 | $70.48M | 0.2% | +6.7% | 0.919% | |
5/9/2024 | Rogco LP | 340,471 | $10.14M | 4.1% | +4.7% | 0.132% | |
5/7/2024 | Benedetti & Gucer Inc. | 17,939 | $534K | 0.3% | -6.7% | 0.007% | |
5/6/2024 | Staley Capital Advisers Inc. | 97,965 | $2.92M | 0.1% | +2.9% | 0.038% | |
5/4/2024 | Gould Asset Management LLC CA | 73,640 | $2.19M | 0.5% | -4.2% | 0.029% | |
5/3/2024 | United Community Bank | 18,408 | $548K | 0.2% | +2.0% | 0.007% | |
5/3/2024 | Compass Financial Group Inc. | 110,284 | $3.28M | 1.7% | -1.2% | 0.043% | |
5/3/2024 | Whittier Trust Co. | 127,285 | $3.79M | 0.1% | +41.9% | 0.049% | |
5/2/2024 | USAdvisors Wealth Management LLC | 13,119 | $391K | 0.1% | +23.7% | 0.005% | |
5/1/2024 | Janney Montgomery Scott LLC | 30,368 | $904K | 0.0% | -90.9% | 0.012% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 176,347 | $5.25M | 0.0% | +34.7% | 0.068% | |
4/24/2024 | Private Trust Co. NA | 21,697 | $646K | 0.1% | +29.9% | 0.008% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 90,118 | $2.68M | 0.2% | -0.4% | 0.035% | |
4/22/2024 | Oakworth Capital Inc. | 7,441 | $222K | 0.0% | -6.2% | 0.003% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 50,517 | $1.50M | 0.1% | +1.1% | 0.020% | |
4/18/2024 | AlphaMark Advisors LLC | 14,806 | $441K | 0.2% | -3.3% | 0.006% | |
4/17/2024 | Gradient Capital Advisors LLC | 22,066 | $657K | 0.2% | +7.7% | 0.009% | |
4/16/2024 | Pinnacle Bancorp Inc. | 22,169 | $660K | 0.2% | +22.4% | 0.009% | |
4/16/2024 | Arkansas Financial Group Inc. | 728,852 | $21.70M | 3.8% | +9.2% | 0.282% | |
4/15/2024 | DGS Capital Management LLC | 84,688 | $2.52M | 0.7% | +4.7% | 0.033% | |
4/12/2024 | AdvisorNet Financial Inc | 13,616 | $405K | 0.0% | -6.1% | 0.005% | |
4/11/2024 | City Holding Co. | 27,518 | $819K | 0.1% | +24.5% | 0.010% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 48,330 | $1.44M | 0.0% | -4.6% | 0.018% | |
4/5/2024 | GAMMA Investing LLC | 49,098 | $1.46M | 0.3% | +42.4% | 0.019% | |
4/5/2024 | NBC Securities Inc. | 5,723 | $171K | 0.0% | +6.4% | 0.002% | |
3/5/2024 | Fisher Asset Management LLC | 3,060,443 | $91.14M | 0.0% | -1.6% | 1.154% | |
2/23/2024 | Arkansas Financial Group Inc. | 667,402 | $19.88M | 3.7% | +3.4% | 0.252% | |
2/20/2024 | Wellington Wealth Strategies LLC. | 72,409 | $2.16M | 1.9% | N/A | 0.027% | |
2/15/2024 | Cohen & Steers Inc. | 502,348 | $14.96M | 0.0% | +100.8% | 0.189% | |
2/15/2024 | Comerica Bank | 45,846 | $1.37M | 0.0% | -14.5% | 0.017% | |
2/14/2024 | Connectus Wealth LLC | 99,025 | $2.95M | 0.1% | -82.7% | 0.037% | |
2/13/2024 | Fairview Capital Investment Management LLC | 277,884 | $8.28M | 0.5% | -8.2% | 0.105% | |
2/13/2024 | Hirtle Callaghan & Co LLC | 158,525 | $4.72M | 0.2% | -42.8% | 0.060% | |
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2/12/2024 | Fiduciary Trust Co | 8,388 | $250K | 0.0% | N/A | 0.003% | |
2/12/2024 | Staley Capital Advisers Inc. | 95,165 | $2.83M | 0.1% | +2.7% | 0.036% | |
2/12/2024 | Parallel Advisors LLC | 156,040 | $4.65M | 0.1% | +3.9% | 0.059% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 90,499 | $2.70M | 0.2% | -9.8% | 0.034% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 130,911 | $3.90M | 0.0% | -4.9% | 0.049% | |
2/9/2024 | Allstate Corp | 1,551,615 | $46.21M | 3.2% | -25.1% | 0.585% | |
2/9/2024 | Tidemark LLC | 840 | $25K | 0.0% | N/A | 0.000% | |
2/9/2024 | EverSource Wealth Advisors LLC | 1,917 | $57K | 0.0% | +463.8% | 0.001% | |
2/9/2024 | Certified Advisory Corp | 8,618 | $257K | 0.0% | N/A | 0.003% | |
2/9/2024 | MainStreet Investment Advisors LLC | 50,177 | $1.49M | 0.2% | -44.5% | 0.019% | |
2/8/2024 | FCA Corp TX | 61,696 | $1.84M | 0.6% | -2.1% | 0.023% | |
2/8/2024 | Janney Montgomery Scott LLC | 333,780 | $9.94M | 0.0% | -8.3% | 0.126% | |
2/7/2024 | NBC Securities Inc. | 5,381 | $160K | 0.0% | +7.3% | 0.002% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 24,614 | $762K | 0.0% | +276.5% | 0.009% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 99,206 | $2.95M | 0.2% | +5.6% | 0.037% | |
2/6/2024 | Cullen Frost Bankers Inc. | 1,210 | $36K | 0.0% | +1,628.6% | 0.000% | |
2/6/2024 | Red Cedar Investment Management LLC | 1,151,494 | $34.29M | 4.9% | -5.6% | 0.434% | |
2/6/2024 | SouthState Corp | 2,896 | $86K | 0.0% | N/A | 0.001% | |
2/6/2024 | Eldridge Investment Advisors Inc. | 14,398 | $429K | 0.1% | N/A | 0.005% | |
2/6/2024 | First Horizon Advisors Inc. | 83,057 | $2.47M | 0.1% | -14.4% | 0.031% | |
2/6/2024 | Mechanics Financial Corp | 25,893 | $771K | 0.4% | +7.1% | 0.010% | |
2/6/2024 | Fisher Asset Management LLC | 3,124,781 | $93.06M | 0.0% | +0.5% | 1.178% | |
2/6/2024 | Rogco LP | 325,181 | $9.68M | 4.2% | +28.5% | 0.123% | |
2/5/2024 | Cary Street Partners Investment Advisory LLC | 24,614 | $762K | 0.2% | +276.5% | 0.009% | |
2/5/2024 | Penobscot Investment Management Company Inc. | 52,830 | $1.57M | 0.2% | -4.1% | 0.020% | |
2/5/2024 | RiverFront Investment Group LLC | 2,213,786 | $65.93M | 2.1% | -2.0% | 0.834% | |
2/2/2024 | IAG Wealth Partners LLC | 10,813 | $322K | 0.1% | +9.9% | 0.004% | |
2/2/2024 | Gould Asset Management LLC CA | 76,845 | $2.29M | 0.6% | +2.4% | 0.029% | |
2/2/2024 | Compass Financial Group Inc. | 111,587 | $3.32M | 1.9% | -48.3% | 0.042% | |
2/2/2024 | BIP Wealth LLC | 687,629 | $20.48M | 1.6% | -9.7% | 0.259% | |
2/1/2024 | NewSquare Capital LLC | 242,755 | $7.23M | 0.7% | +67,708.7% | 0.092% | |
2/1/2024 | GAMMA Investing LLC | 34,473 | $1.03M | 0.3% | N/A | 0.013% | |
2/1/2024 | Greenwich Wealth Management LLC | 25,930 | $772K | 0.1% | +6.8% | 0.010% | |
1/31/2024 | Zhang Financial LLC | 23,189 | $691K | 0.1% | N/A | 0.009% | |
1/31/2024 | Eukles Asset Management | 137,365 | $4.09M | 1.9% | -4.9% | 0.052% | |
1/31/2024 | Oakworth Capital Inc. | 7,937 | $236K | 0.0% | -99.6% | 0.003% | |
1/31/2024 | Migdal Insurance & Financial Holdings Ltd. | 6,193 | $184K | 0.0% | -6.4% | 0.002% | |
1/30/2024 | DGS Capital Management LLC | 80,921 | $2.41M | 0.9% | +2.7% | 0.031% | |
1/29/2024 | Baystate Wealth Management LLC | 1,150,949 | $34.28M | 2.5% | -13.5% | 0.434% | |
1/29/2024 | Money Design Co. Ltd. | 191,999 | $5.72M | 0.3% | -25.1% | 0.072% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 32,521 | $968K | 0.0% | -6.1% | 0.012% | |
1/24/2024 | Mascoma Wealth Management LLC | 219,593 | $6.54M | 2.0% | -11.9% | 0.083% | |
1/24/2024 | Private Trust Co. NA | 16,697 | $497K | 0.1% | +28.1% | 0.006% | |
1/23/2024 | TIAA Trust National Association | 2,219,669 | $66.10M | 0.2% | -8.4% | 0.837% | |
1/22/2024 | Bellecapital International Ltd. | 17,074 | $508K | 0.1% | -7.8% | 0.006% | |
1/19/2024 | AdvisorNet Financial Inc | 14,495 | $432K | 0.0% | +3.8% | 0.005% | |
1/19/2024 | AlphaMark Advisors LLC | 15,306 | $456K | 0.2% | -11.4% | 0.006% | |
1/19/2024 | Manning & Napier Group LLC | 583,069 | $17.36M | 0.2% | -9.5% | 0.220% | |
1/18/2024 | WestEnd Advisors LLC | 954 | $28K | 0.0% | +104.3% | 0.000% | |
1/16/2024 | Kingswood Wealth Advisors LLC | 26,573 | $791K | 0.1% | +29.8% | 0.010% | |
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1/16/2024 | Rosenberg Matthew Hamilton | 156,448 | $4.66M | 1.4% | -4.1% | 0.059% | |
1/12/2024 | Hudson Valley Investment Advisors Inc. ADV | 487,831 | $14.51M | 2.0% | +14.3% | 0.184% | |
1/12/2024 | Westside Investment Management Inc. | 3,450 | $103K | 0.0% | +16.9% | 0.001% | |
1/11/2024 | Whittier Trust Co. of Nevada Inc. | 27,493 | $818K | 0.0% | -31.4% | 0.010% | |
1/11/2024 | Whittier Trust Co. | 89,714 | $2.67M | 0.0% | +1.5% | 0.034% | |
1/11/2024 | City Holding Co. | 22,094 | $658K | 0.1% | +41.1% | 0.008% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 706,035 | $21.03M | 2.1% | -21.7% | 0.266% | |
1/10/2024 | Wayfinding Financial LLC | 118,703 | $3.53M | 2.4% | N/A | 0.045% | |
1/9/2024 | Capital Investment Services of America Inc. | 51,073 | $1.52M | 0.2% | -10.5% | 0.019% | |
1/3/2024 | Massmutual Trust Co. FSB ADV | 50,660 | $1.51M | 0.1% | -38.7% | 0.019% | |