5/15/2024 | SVB Wealth LLC | 10,286 | $62K | 0.0% | N/A | 0.000% | |
5/15/2024 | BOKF NA | 8,093 | $49K | 0.0% | -21.1% | 0.000% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 137,998 | $835K | 0.0% | +29.4% | 0.005% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 20,098 | $122K | 0.0% | N/A | 0.001% | |
5/8/2024 | US Bancorp DE | 377,834 | $2.29M | 0.0% | -0.8% | 0.014% | |
5/8/2024 | QRG Capital Management Inc. | 81,446 | $493K | 0.0% | -2.2% | 0.003% | |
|
5/7/2024 | Oppenheimer & Co. Inc. | 15,301 | $93K | 0.0% | +12.6% | 0.001% | |
5/6/2024 | Quantbot Technologies LP | 62,867 | $380K | 0.0% | N/A | 0.002% | |
5/4/2024 | Team Hewins LLC | 25,977 | $157K | 0.0% | -55.7% | 0.001% | |
5/3/2024 | Central Pacific Bank Trust Division | 40,500 | $243K | 0.0% | N/A | 0.002% | |
5/2/2024 | Choreo LLC | 10,686 | $65K | 0.0% | N/A | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 13,130 | $79K | 0.0% | -32.1% | 0.000% | |
5/1/2024 | BNP Paribas Financial Markets | 264,532 | $1.60M | 0.0% | N/A | 0.010% | |
5/1/2024 | Sequoia Financial Advisors LLC | 21,781 | $132K | 0.0% | +10.1% | 0.001% | |
4/30/2024 | Perigon Wealth Management LLC | 10,524 | $64K | 0.0% | N/A | 0.000% | |
4/30/2024 | Stock Yards Bank & Trust Co. | 50,172 | $304K | 0.0% | -3.5% | 0.002% | |
4/29/2024 | Summit Global Investments | 1,039,545 | $6.29M | 0.5% | +0.4% | 0.039% | |
4/25/2024 | Grace & White Inc. NY | 1,615,329 | $9.77M | 1.8% | -1.9% | 0.061% | |
4/22/2024 | Raymond James & Associates | 2,724,292 | $16.48M | 0.0% | N/A | 0.103% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 91,827 | $556K | 0.2% | +2.1% | 0.003% | |
4/19/2024 | Wealthstar Advisors LLC | 96,697 | $585K | 0.2% | +4.3% | 0.004% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 54,773 | $331K | 0.0% | +434.2% | 0.002% | |
4/11/2024 | Ballentine Partners LLC | 54,215 | $328K | 0.0% | +19.7% | 0.002% | |
4/10/2024 | Fulton Bank N.A. | 32,079 | $194K | 0.0% | N/A | 0.001% | |
4/5/2024 | First Hawaiian Bank | 153,500 | $929K | 0.0% | N/A | 0.006% | |
3/22/2024 | PNC Financial Services Group Inc. | 597,598 | $3.44M | 0.0% | -0.5% | 0.023% | |
3/5/2024 | Wellington Management Group LLP | 13,476,076 | $77.62M | 0.0% | -12.4% | 0.507% | |
3/1/2024 | Goldman Sachs Group Inc. | 4,140,423 | $23.85M | 0.0% | +10.4% | 0.156% | |
2/14/2024 | Point72 Europe London LLP | 714,949 | $4.12M | 0.5% | N/A | 0.027% | |
2/13/2024 | Tower Research Capital LLC TRC | 12,315 | $71K | 0.0% | +348.6% | 0.000% | |
2/12/2024 | Parallel Advisors LLC | 17,603 | $101K | 0.0% | +16.8% | 0.001% | |
2/9/2024 | Team Hewins LLC | 58,616 | $338K | 0.1% | N/A | 0.002% | |
2/9/2024 | US Bancorp DE | 381,020 | $2.20M | 0.0% | +3.5% | 0.014% | |
2/9/2024 | Brandes Investment Partners LP | 1,922,545 | $11.07M | 0.2% | +45.5% | 0.072% | |
2/9/2024 | Corient Private Wealth LLC | 109,130 | $629K | 0.0% | +17.7% | 0.004% | |
2/9/2024 | PNC Financial Services Group Inc. | 597,598 | $3.44M | 0.0% | -0.5% | 0.023% | |
2/8/2024 | Quadrant Capital Group LLC | 43,251 | $249K | 0.0% | +11.4% | 0.002% | |
2/8/2024 | Wade G W & Inc. | 43,933 | $253K | 0.0% | -29.0% | 0.002% | |
2/7/2024 | Checchi Capital Advisers LLC | 13,581 | $78K | 0.0% | N/A | 0.001% | |
2/7/2024 | Dimensional Fund Advisors LP | 4,507,076 | $25.96M | 0.0% | N/A | 0.170% | |
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2/7/2024 | QRG Capital Management Inc. | 83,289 | $480K | 0.0% | N/A | 0.003% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 34,897 | $201K | 0.0% | -12.2% | 0.001% | |
2/7/2024 | Principal Street Partners LLC | 22,469 | $129K | 0.0% | -49.6% | 0.001% | |
2/6/2024 | National Bank of Canada FI | 126,584 | $725K | 0.0% | +13,452.9% | 0.005% | |
2/6/2024 | Axxcess Wealth Management LLC | 10,236 | $59K | 0.0% | -15.8% | 0.000% | |
2/6/2024 | M&T Bank Corp | 10,415 | $60K | 0.0% | N/A | 0.000% | |
2/6/2024 | Natixis Advisors L.P. | 236,658 | $1.36M | 0.0% | -2.5% | 0.009% | |
2/5/2024 | Certuity LLC | 10,737 | $62K | 0.0% | N/A | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 30,021 | $173K | 0.0% | N/A | 0.000% | |
2/2/2024 | Bfsg LLC | 4,460 | $26K | 0.0% | -84.6% | 0.000% | |
2/2/2024 | Private Management Group Inc. | 1,480,267 | $8.53M | 0.3% | -60.3% | 0.000% | |
2/1/2024 | Grace & White Inc. NY | 1,646,899 | $9.49M | 1.7% | -2.1% | 0.000% | |
2/1/2024 | New York State Common Retirement Fund | 212,164 | $1.22M | 0.0% | -15.2% | 0.000% | |
2/1/2024 | Signaturefd LLC | 122,947 | $708K | 0.0% | +7.9% | 0.005% | |
1/31/2024 | Institute for Wealth Management LLC. | 16,981 | $98K | 0.0% | N/A | 0.000% | |
1/26/2024 | Cerity Partners LLC | 87,416 | $504K | 0.0% | +11.7% | 0.000% | |
1/26/2024 | Optas LLC | 11,290 | $65K | 0.0% | N/A | 0.000% | |
1/26/2024 | Sequoia Financial Advisors LLC | 19,779 | $114K | 0.0% | +19.6% | 0.000% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 22,817 | $131K | 0.0% | +48.9% | 0.000% | |
1/24/2024 | Boit C F David | 14,695 | $83K | 0.0% | N/A | 0.000% | |
1/23/2024 | Ballentine Partners LLC | 45,300 | $261K | 0.0% | N/A | 0.000% | |
1/18/2024 | Strategic Financial Concepts LLC | 30,377 | $175K | 0.1% | +78.6% | 0.000% | |
1/18/2024 | Caprock Group LLC | 23,944 | $138K | 0.0% | -7.1% | 0.000% | |
1/18/2024 | Blue Trust Inc. | 12,069 | $70K | 0.0% | +580.7% | 0.000% | |
1/17/2024 | Schechter Investment Advisors LLC | 89,758 | $517K | 0.0% | -9.5% | 0.000% | |
1/16/2024 | Wealthstar Advisors LLC | 92,669 | $534K | 0.1% | +61.8% | 0.000% | |
1/12/2024 | Advisor Resource Council | 12,055 | $69K | 0.0% | N/A | 0.000% | |
1/11/2024 | Legacy Wealth Asset Management LLC | 89,978 | $518K | 0.2% | N/A | 0.000% | |
1/9/2024 | Capital Asset Advisory Services LLC | 10,236 | $59K | 0.0% | -15.6% | 0.000% | |
12/1/2023 | Wellington Management Group LLP | 15,380,555 | $73.83M | 0.0% | -8.9% | 0.575% | |
11/15/2023 | Axxcess Wealth Management LLC | 12,160 | $58K | 0.0% | N/A | 0.000% | |
11/13/2023 | Natixis Advisors L.P. | 242,668 | $1.17M | 0.0% | -1.0% | 0.009% | |
11/13/2023 | Mariner LLC | 137,395 | $659K | 0.0% | -4.0% | 0.005% | |
11/13/2023 | Brandes Investment Partners LP | 1,321,542 | $6.34M | 0.1% | +0.2% | 0.049% | |
11/13/2023 | Glenview Trust co | 17,828 | $86K | 0.0% | +54.2% | 0.001% | |
11/13/2023 | Kestra Advisory Services LLC | 67,874 | $326K | 0.0% | +13.0% | 0.003% | |
11/13/2023 | PNC Financial Services Group Inc. | 600,504 | $2.88M | 0.0% | +0.4% | 0.022% | |
11/8/2023 | Sequoia Financial Advisors LLC | 16,544 | $79K | 0.0% | -16.4% | 0.001% | |
11/8/2023 | Dorsey & Whitney Trust CO LLC | 15,417 | $74K | 0.0% | -19.0% | 0.001% | |
11/8/2023 | Oppenheimer & Co. Inc. | 13,484 | $65K | 0.0% | -38.7% | 0.001% | |
11/8/2023 | Strategic Financial Concepts LLC | 17,008 | $82K | 0.0% | N/A | 0.001% | |
11/7/2023 | Quantbot Technologies LP | 32,486 | $156K | 0.0% | +88.5% | 0.001% | |
11/7/2023 | New York State Common Retirement Fund | 250,227 | $1.20M | 0.0% | -1.6% | 0.009% | |
11/7/2023 | Wealthstar Advisors LLC | 57,258 | $275K | 0.1% | N/A | 0.002% | |
11/6/2023 | Schechter Investment Advisors LLC | 99,231 | $476K | 0.0% | -2.5% | 0.004% | |
11/4/2023 | NBC Securities Inc. | 22,853 | $109K | 0.0% | N/A | 0.001% | |
11/4/2023 | Syon Capital LLC | 18,370 | $88K | 0.0% | N/A | 0.001% | |
11/4/2023 | Signaturefd LLC | 113,920 | $547K | 0.0% | +2.5% | 0.004% | |
11/1/2023 | Orion Portfolio Solutions LLC | 20,107 | $97K | 0.0% | -15.7% | 0.001% | |
10/31/2023 | Allworth Financial LP | 8,201 | $39K | 0.0% | +144.8% | 0.000% | |
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10/30/2023 | Private Management Group Inc. | 3,732,129 | $17.91M | 0.7% | -15.5% | 0.140% | |
10/30/2023 | First Trust Direct Indexing L.P. | 91,943 | $441K | 0.1% | -4.4% | 0.003% | |
10/26/2023 | Advisor Partners II LLC | 66,511 | $319K | 0.0% | -14.1% | 0.002% | |
10/25/2023 | Grace & White Inc. NY | 1,682,253 | $8.08M | 1.5% | -0.8% | 0.063% | |
10/24/2023 | Bank of New York Mellon Corp | 101,302 | $486K | 0.0% | +12.3% | 0.004% | |
10/24/2023 | Raymond James & Associates | 3,567,313 | $17.12M | 0.0% | -16.2% | 0.133% | |
10/23/2023 | Commonwealth Equity Services LLC | 56,291 | $270K | 0.0% | +22.3% | 0.002% | |
10/20/2023 | Bfsg LLC | 29,051 | $139K | 0.0% | N/A | 0.001% | |
10/19/2023 | Clarius Group LLC | 19,400 | $93K | 0.0% | N/A | 0.001% | |
10/18/2023 | Caprock Group LLC | 25,775 | $124K | 0.0% | +13.4% | 0.001% | |