5/14/2024 | Fayez Sarofim & Co | 559,224 | $542.71M | 1.6% | N/A | 0.142% | |
5/14/2024 | MayTech Global Investments LLC | 27,293 | $26.49M | 4.3% | +1.8% | 0.007% | |
5/14/2024 | Crewe Advisors LLC | 176 | $171K | 0.0% | N/A | 0.000% | |
5/14/2024 | Titan Global Capital Management USA LLC | 1,485 | $1.44M | 0.2% | -1.9% | 0.000% | |
5/14/2024 | Natixis Investment Managers International | 1,730 | $1.68M | 0.1% | -17.6% | 0.000% | |
5/14/2024 | Natixis | 245 | $238K | 0.0% | -74.9% | 0.000% | |
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5/14/2024 | InterOcean Capital Group LLC | 41,712 | $40.48M | 1.0% | +13.3% | 0.011% | |
5/14/2024 | GQG Partners LLC | 1,657,878 | $1.61B | 2.6% | +21.6% | 0.420% | |
5/14/2024 | Pitcairn Co. | 3,275 | $3.18M | 0.2% | N/A | 0.001% | |
5/14/2024 | Healthcare of Ontario Pension Plan Trust Fund | 5,574 | $5.41M | 0.0% | N/A | 0.001% | |
5/14/2024 | Puzo Michael J | 775 | $752K | 0.2% | +2.0% | 0.000% | |
5/14/2024 | Saturna Capital Corp | 318,848 | $309.43M | 4.3% | +0.0% | 0.081% | |
5/14/2024 | American International Group Inc. | 5,921 | $5.75M | 0.0% | -2.9% | 0.002% | |
5/14/2024 | National Bank of Canada FI | 43,800 | $40.72M | 0.1% | -42.6% | 0.011% | |
5/14/2024 | Lake Street Advisors Group LLC | 2,742 | $2.66M | 0.1% | +14.1% | 0.001% | |
5/13/2024 | Financial Gravity Asset Management Inc. | 2,447 | $2.37M | 0.6% | -92.1% | 0.001% | |
5/13/2024 | Bessemer Group Inc. | 193,659 | $187.94M | 0.3% | -18.8% | 0.049% | |
5/13/2024 | Thornburg Investment Management Inc. | 44,384 | $43.11M | 0.6% | -4.4% | 0.011% | |
5/13/2024 | Atlanta Consulting Group Advisors LLC | 393 | $381K | 0.1% | N/A | 0.000% | |
5/13/2024 | Clearbridge Investments LLC | 1,222,966 | $1.19B | 0.9% | -1.9% | 0.310% | |
5/13/2024 | Cedar Wealth Management LLC | 735 | $713K | 0.2% | +2.2% | 0.000% | |
5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 346 | $336K | 0.0% | +5.8% | 0.000% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 19,754 | $19.17M | 0.2% | +19.4% | 0.005% | |
5/13/2024 | Ameritas Investment Partners Inc. | 2,503 | $2.43M | 0.1% | -1.7% | 0.001% | |
5/13/2024 | Penobscot Investment Management Company Inc. | 1,930 | $1.87M | 0.2% | +11.2% | 0.000% | |
5/11/2024 | Davis R M Inc. | 51,942 | $50.41M | 1.1% | +7.3% | 0.013% | |
5/11/2024 | Resurgent Financial Advisors LLC | 617 | $599K | 0.3% | +5.1% | 0.000% | |
5/11/2024 | Beaumont Financial Advisors LLC | 214 | $208K | 0.0% | N/A | 0.000% | |
5/11/2024 | Exencial Wealth Advisors LLC | 23,365 | $22.68M | 0.8% | -4.1% | 0.006% | |
5/11/2024 | Cynosure Group LLC | 358 | $347K | 0.1% | N/A | 0.000% | |
5/11/2024 | Ironwood Investment Counsel LLC | 210 | $204K | 0.0% | N/A | 0.000% | |
5/11/2024 | Catalytic Wealth RIA LLC | 1,085 | $1.05M | 0.2% | -8.9% | 0.000% | |
5/11/2024 | Jacobi Capital Management LLC | 657 | $637K | 0.1% | +3.0% | 0.000% | |
5/10/2024 | Blue Barn Wealth LLC | 390 | $378K | 0.2% | -5.6% | 0.000% | |
5/10/2024 | Acadian Asset Management LLC | 45,358 | $44.00M | 0.2% | +1,523.4% | 0.011% | |
5/10/2024 | TIAA Trust National Association | 1,186 | $1.15M | 0.0% | +17.0% | 0.000% | |
5/10/2024 | Alera Investment Advisors LLC | 466 | $452K | 0.1% | -5.3% | 0.000% | |
5/10/2024 | Nicolet Advisory Services LLC | 687 | $680K | 0.1% | +13.2% | 0.000% | |
5/10/2024 | Jupiter Asset Management Ltd. | 6,858 | $6.66M | 0.1% | N/A | 0.002% | |
5/10/2024 | Pinnacle Wealth Planning Services Inc. | 2,502 | $2.43M | 0.4% | -0.7% | 0.001% | |
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5/10/2024 | First Foundation Advisors | 3,383 | $3.28M | 0.1% | +11.1% | 0.001% | |
5/10/2024 | Banco Santander S.A. | 2,590 | $2.51M | 0.0% | -17.3% | 0.001% | |
5/10/2024 | Tocqueville Asset Management L.P. | 3,990 | $3.87M | 0.1% | N/A | 0.001% | |
5/10/2024 | Motco | 1,434 | $1.39M | 0.1% | +2.8% | 0.000% | |
5/10/2024 | Cumberland Partners Ltd | 4,102 | $3.98M | 0.3% | +2.0% | 0.001% | |
5/10/2024 | Horizon Family Wealth Inc. | 220 | $214K | 0.2% | N/A | 0.000% | |
5/10/2024 | GM Advisory Group LLC | 1,831 | $1.78M | 0.1% | +13.2% | 0.000% | |
5/10/2024 | Nwam LLC | 2,151 | $1.95M | 0.2% | +3.1% | 0.001% | |
5/9/2024 | RFP Financial Group LLC | 55 | $53K | 0.0% | +57.1% | 0.000% | |
5/9/2024 | Barden Capital Management Inc. | 316 | $307K | 0.3% | -50.0% | 0.000% | |
5/9/2024 | Great Lakes Retirement Inc. | 1,219 | $1.18M | 0.2% | +4.3% | 0.000% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 3,209 | $3.11M | 0.2% | -0.3% | 0.001% | |
5/9/2024 | Trillium Asset Management LLC | 58,529 | $56.80M | 1.4% | -15.2% | 0.015% | |
5/9/2024 | Orion Portfolio Solutions LLC | 15,977 | $15.51M | 0.2% | +0.3% | 0.004% | |
5/9/2024 | Blair William & Co. IL | 14,470 | $14.04M | 0.0% | -0.4% | 0.004% | |
5/9/2024 | Renasant Bank | 209 | $203K | 0.1% | N/A | 0.000% | |
5/9/2024 | HBK Sorce Advisory LLC | 845 | $820K | 0.0% | +14.5% | 0.000% | |
5/9/2024 | Kingsview Wealth Management LLC | 1,460 | $1.42M | 0.0% | +7.0% | 0.000% | |
5/9/2024 | Zevin Asset Management LLC | 8,290 | $8.05M | 1.3% | N/A | 0.002% | |
5/9/2024 | Ledyard National Bank | 250 | $243K | 0.0% | N/A | 0.000% | |
5/9/2024 | TBH Global Asset Management LLC | 304 | $295K | 0.1% | N/A | 0.000% | |
5/9/2024 | SageView Advisory Group LLC | 2,136 | $2.07M | 0.1% | -15.8% | 0.001% | |
5/9/2024 | Mitsubishi UFJ Asset Management Co. Ltd. | 6,840 | $6.64M | 0.0% | +0.8% | 0.002% | |
5/9/2024 | Fortis Capital Advisors LLC | 502 | $487K | 0.2% | N/A | 0.000% | |
5/9/2024 | Souders Financial Advisors | 1,362 | $1.32M | 0.2% | -9.3% | 0.000% | |
5/9/2024 | Monetta Financial Services Inc. | 1,000 | $970K | 0.9% | N/A | 0.000% | |
5/9/2024 | Texas Yale Capital Corp. | 396 | $384K | 0.0% | +4.2% | 0.000% | |
5/9/2024 | Angeles Wealth Management LLC | 354 | $344K | 0.0% | +15.7% | 0.000% | |
5/9/2024 | Eagle Bay Advisors LLC | 97 | $94K | 0.1% | +1,840.0% | 0.000% | |
5/9/2024 | Jacobson & Schmitt Advisors LLC | 13,378 | $12.98M | 3.1% | -8.4% | 0.003% | |
5/8/2024 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 20,270 | $19.67M | 0.1% | +350.4% | 0.005% | |
5/8/2024 | Cozad Asset Management Inc. | 11,219 | $10.89M | 1.1% | +18.2% | 0.003% | |
5/8/2024 | William Blair Investment Management LLC | 7,886 | $7.65M | 0.0% | +2.3% | 0.002% | |
5/8/2024 | Financial & Tax Architects LLC | 1,064 | $1.03M | 0.3% | +8.8% | 0.000% | |
5/8/2024 | Bleakley Financial Group LLC | 6,795 | $6.59M | 0.2% | -5.1% | 0.002% | |
5/8/2024 | Great Diamond Partners LLC | 452 | $439K | 0.1% | -23.4% | 0.000% | |
5/8/2024 | Baron Wealth Management LLC | 260 | $252K | 0.1% | N/A | 0.000% | |
5/8/2024 | ProShare Advisors LLC | 84,337 | $81.85M | 0.2% | +23.3% | 0.021% | |
5/8/2024 | Henry James International Management Inc. | 15,591 | $15M | 4.6% | +19.0% | 0.004% | |
5/8/2024 | Milestone Resources Group Ltd | 292 | $283K | 0.0% | N/A | 0.000% | |
5/8/2024 | Avantax Advisory Services Inc. | 5,093 | $4.94M | 0.0% | +7.9% | 0.001% | |
5/8/2024 | US Bancorp DE | 38,762 | $37.62M | 0.1% | +20.7% | 0.010% | |
5/8/2024 | Hohimer Wealth Management LLC | 947 | $919K | 0.2% | -25.3% | 0.000% | |
5/8/2024 | Russell Investments Group Ltd. | 29,021 | $28.16M | 0.0% | +70.2% | 0.007% | |
5/8/2024 | Washington Trust Advisors Inc. | 63 | $61K | 0.0% | -38.2% | 0.000% | |
5/8/2024 | Roffman Miller Associates Inc. PA | 19,071 | $18.51M | 1.2% | +4.3% | 0.005% | |
5/8/2024 | QRG Capital Management Inc. | 23,692 | $22.99M | 0.3% | +7.8% | 0.006% | |
5/8/2024 | Headlands Technologies LLC | 4,974 | $4.83M | 1.2% | N/A | 0.001% | |
5/8/2024 | Williams Jones Wealth Management LLC. | 1,710 | $1.66M | 0.0% | +34.4% | 0.000% | |
5/8/2024 | Inspire Advisors LLC | 984 | $955K | 0.1% | +13.9% | 0.000% | |
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5/8/2024 | Thoroughbred Financial Services LLC | 3,345 | $3.25M | 0.3% | -35.1% | 0.001% | |
5/7/2024 | Comgest Global Investors S.A.S. | 7,519 | $7.30M | 0.1% | -11.0% | 0.002% | |
5/7/2024 | Meeder Advisory Services Inc. | 396 | $385K | 0.0% | +17.9% | 0.000% | |
5/7/2024 | NorthRock Partners LLC | 644 | $625K | 0.1% | +56.7% | 0.000% | |
5/7/2024 | Choate Investment Advisors | 860 | $835K | 0.0% | +39.6% | 0.000% | |
5/7/2024 | WNY Asset Management LLC | 288 | $279K | 0.0% | N/A | 0.000% | |
5/7/2024 | Sei Investments Co. | 196,443 | $190.64M | 0.3% | -15.2% | 0.050% | |
5/7/2024 | Concurrent Investment Advisors LLC | 1,101 | $1.07M | 0.0% | +45.1% | 0.000% | |
5/7/2024 | Atomi Financial Group Inc. | 2,309 | $2.24M | 0.2% | +20.1% | 0.001% | |
5/7/2024 | Reynders McVeigh Capital Management LLC | 11,326 | $10.99M | 0.6% | +1.3% | 0.003% | |