5/13/2024 | Paragon Capital Management LLC | 28,064 | $7.91M | 4.3% | -0.2% | 0.004% | |
5/13/2024 | UniSuper Management Pty Ltd | 528,547 | $149.02M | 1.4% | -6.1% | 0.073% | |
5/13/2024 | Clearbridge Investments LLC | 22,601 | $6.37M | 0.0% | -1.7% | 0.003% | |
5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 1,605 | $453K | 0.0% | +15.7% | 0.000% | |
5/13/2024 | Invesco LLC | 5,193 | $1.46M | 0.6% | -16.1% | 0.001% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 97,497 | $27.49M | 0.3% | +4.0% | 0.014% | |
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5/13/2024 | Ameritas Investment Partners Inc. | 11,937 | $3.37M | 0.1% | -1.6% | 0.002% | |
5/13/2024 | Alerus Financial NA | 14,293 | $4.03M | 0.3% | N/A | 0.002% | |
5/13/2024 | PAX Financial Group LLC | 899 | $254K | 0.1% | -5.7% | 0.000% | |
5/13/2024 | Penobscot Investment Management Company Inc. | 12,326 | $3.48M | 0.4% | -8.4% | 0.002% | |
5/11/2024 | Bahl & Gaynor Inc. | 1,146,998 | $323.40M | 1.8% | +2.2% | 0.159% | |
5/11/2024 | Lcnb Corp | 5,117 | $1.44M | 0.5% | +1.1% | 0.001% | |
5/11/2024 | Trustmark National Bank Trust Department | 15,881 | $4.48M | 0.4% | +6.7% | 0.002% | |
5/11/2024 | Davis R M Inc. | 13,912 | $3.92M | 0.1% | -5.9% | 0.002% | |
5/11/2024 | Covestor Ltd | 696 | $196K | 0.1% | -17.7% | 0.000% | |
5/11/2024 | Beaumont Financial Advisors LLC | 79,854 | $22.52M | 1.9% | -0.3% | 0.011% | |
5/11/2024 | Hillsdale Investment Management Inc. | 1,653 | $466K | 0.0% | +9.3% | 0.000% | |
5/11/2024 | Ironwood Investment Counsel LLC | 11,278 | $3.18M | 0.6% | -1.0% | 0.002% | |
5/11/2024 | Catalytic Wealth RIA LLC | 4,470 | $1.26M | 0.3% | +3.9% | 0.001% | |
5/11/2024 | Jacobi Capital Management LLC | 12,713 | $3.58M | 0.3% | -0.5% | 0.002% | |
5/11/2024 | Mark Sheptoff Financial Planning LLC | 1,395 | $393K | 0.2% | -42.0% | 0.000% | |
5/11/2024 | Hirtle Callaghan & Co LLC | 1,314 | $370K | 0.0% | -18.9% | 0.000% | |
5/11/2024 | Strait & Sound Wealth Management LLC | 797 | $214K | 0.1% | +9.8% | 0.000% | |
5/11/2024 | Hutner Capital Management Inc. | 30,339 | $8.55M | 4.6% | -0.2% | 0.004% | |
5/11/2024 | Patten & Patten Inc. TN | 9,098 | $2.57M | 0.2% | -10.7% | 0.001% | |
5/10/2024 | Allstate Corp | 2,083 | $587K | 0.0% | -4.2% | 0.000% | |
5/10/2024 | Osaic Holdings Inc. | 336,202 | $94.85M | 0.2% | -28.7% | 0.047% | |
5/10/2024 | Blue Barn Wealth LLC | 727 | $205K | 0.1% | -22.5% | 0.000% | |
5/10/2024 | Connors Investor Services Inc. | 43,366 | $12.23M | 1.3% | -9.8% | 0.006% | |
5/10/2024 | Acadian Asset Management LLC | 3,224 | $908K | 0.0% | -86.4% | 0.000% | |
5/10/2024 | South Street Advisors LLC | 4,673 | $1.32M | 0.2% | +1.2% | 0.001% | |
5/10/2024 | TIAA Trust National Association | 55,235 | $15.57M | 0.0% | -5.7% | 0.008% | |
5/10/2024 | Vanguard Group Inc. | 69,079,218 | $19.48B | 0.4% | +0.0% | 9.581% | |
5/10/2024 | Intech Investment Management LLC | 74,804 | $21.09M | 0.3% | -15.8% | 0.010% | |
5/10/2024 | Clearstead Trust LLC | 14,206 | $4.01M | 1.0% | -4.4% | 0.002% | |
5/10/2024 | Nicolet Advisory Services LLC | 6,944 | $1.87M | 0.2% | +5.0% | 0.001% | |
5/10/2024 | Mitsubishi UFJ Trust & Banking Corp | 455,792 | $128.51M | 0.3% | -6.5% | 0.063% | |
5/10/2024 | Pinnacle Wealth Planning Services Inc. | 11,130 | $3.14M | 0.5% | -4.4% | 0.002% | |
5/10/2024 | Councilmark Asset Management LLC | 1,980 | $558K | 0.4% | N/A | 0.000% | |
5/10/2024 | First Foundation Advisors | 6,570 | $1.85M | 0.1% | +50.8% | 0.001% | |
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5/10/2024 | Pinkerton Retirement Specialists LLC | 12,282 | $3.46M | 0.6% | +27.6% | 0.002% | |
5/10/2024 | Mizuho Markets Americas LLC | 34,077 | $9.61M | 0.2% | +93.8% | 0.005% | |
5/10/2024 | Homestead Advisers Corp | 218,977 | $61.74M | 1.4% | -0.1% | 0.030% | |
5/10/2024 | Banco Santander S.A. | 35,027 | $9.88M | 0.1% | +3.1% | 0.005% | |
5/10/2024 | Intermede Investment Partners Ltd | 471,670 | $132.99M | 2.7% | +41.2% | 0.065% | |
5/10/2024 | CCLA Investment Management | 360,337 | $101.78M | 1.6% | +24.6% | 0.050% | |
5/10/2024 | Tocqueville Asset Management L.P. | 158,050 | $44.56M | 0.7% | -5.6% | 0.022% | |
5/10/2024 | J.Safra Asset Management Corp | 162 | $46K | 0.0% | -55.7% | 0.000% | |
5/10/2024 | Motco | 55,231 | $15.57M | 0.9% | +1.3% | 0.008% | |
5/10/2024 | TCTC Holdings LLC | 5,876 | $1.66M | 0.1% | -4.5% | 0.001% | |
5/10/2024 | 1ST Source Bank | 32,246 | $9.09M | 0.5% | -2.5% | 0.004% | |
5/10/2024 | Garrison Point Advisors LLC | 3,080 | $868K | 0.6% | +3.4% | 0.000% | |
5/10/2024 | Wintrust Investments LLC | 6,621 | $1.87M | 0.2% | +3.9% | 0.001% | |
5/10/2024 | Cumberland Partners Ltd | 11,766 | $3.32M | 0.2% | +54.9% | 0.002% | |
5/10/2024 | Lindenwold Advisors INC | 7,600 | $2.14M | 1.1% | +64.6% | 0.001% | |
5/10/2024 | Taylor Hoffman Wealth Management | 4,294 | $1.21M | 0.5% | -5.2% | 0.001% | |
5/10/2024 | Nwam LLC | 5,320 | $1.43M | 0.1% | -5.7% | 0.001% | |
5/10/2024 | Searle & CO. | 21,090 | $5.95M | 1.5% | +2.4% | 0.003% | |
5/10/2024 | Richmond Brothers Inc. | 948 | $267K | 0.5% | -21.1% | 0.000% | |
5/9/2024 | Forum Financial Management LP | 9,322 | $2.63M | 0.0% | -2.0% | 0.001% | |
5/9/2024 | RFP Financial Group LLC | 622 | $175K | 0.1% | -25.2% | 0.000% | |
5/9/2024 | Great Lakes Retirement Inc. | 9,302 | $2.62M | 0.4% | -0.5% | 0.001% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 15,178 | $4.28M | 0.3% | -0.8% | 0.002% | |
5/9/2024 | Brighton Jones LLC | 7,645 | $2.16M | 0.1% | +13.3% | 0.001% | |
5/9/2024 | ProVise Management Group LLC | 7,702 | $2.17M | 0.2% | -9.0% | 0.001% | |
5/9/2024 | Leo Wealth LLC | 3,550 | $999K | 0.1% | +5.8% | 0.000% | |
5/9/2024 | Orion Portfolio Solutions LLC | 39,002 | $11.00M | 0.1% | +4.8% | 0.005% | |
5/9/2024 | Blair William & Co. IL | 352,046 | $99.26M | 0.3% | +0.6% | 0.049% | |
5/9/2024 | Wilkins Investment Counsel Inc. | 3,189 | $899K | 0.1% | +112.6% | 0.000% | |
5/9/2024 | Picton Mahoney Asset Management | 11,270 | $3.18M | 0.1% | -7.9% | 0.002% | |
5/9/2024 | Lord Abbett & CO. LLC | 282,009 | $79.51M | 0.3% | +4.0% | 0.039% | |
5/9/2024 | HBK Sorce Advisory LLC | 14,141 | $3.99M | 0.1% | +0.3% | 0.002% | |
5/9/2024 | Kingsview Wealth Management LLC | 51,091 | $14.41M | 0.4% | +1.0% | 0.007% | |
5/9/2024 | Wealthquest Corp | 2,563 | $723K | 0.1% | -2.6% | 0.000% | |
5/9/2024 | Landaas & Co. WI ADV | 3,278 | $924K | 0.3% | -5.5% | 0.000% | |
5/9/2024 | Beacon Investment Advisory Services Inc. | 7,222 | $2.04M | 0.1% | -1.3% | 0.001% | |
5/9/2024 | Delta Investment Management LLC | 2,587 | $729K | 0.2% | +7.2% | 0.000% | |
5/9/2024 | Ledyard National Bank | 4,652 | $1.31M | 0.1% | +2.0% | 0.001% | |
5/9/2024 | TBH Global Asset Management LLC | 3,022 | $852K | 0.2% | +13.8% | 0.000% | |
5/9/2024 | D Orazio & Associates Inc. | 2,708 | $763K | 0.1% | +14.9% | 0.000% | |
5/9/2024 | Charles Schwab Investment Advisory Inc. | 828 | $233K | 0.0% | -7.6% | 0.000% | |
5/9/2024 | Mitsubishi UFJ Asset Management Co. Ltd. | 997,775 | $281.32M | 0.4% | +17.6% | 0.138% | |
5/9/2024 | Fortis Capital Advisors LLC | 9,172 | $2.59M | 1.1% | +7.8% | 0.001% | |
5/9/2024 | Private Management Group Inc. | 791 | $223K | 0.0% | -7.1% | 0.000% | |
5/9/2024 | Souders Financial Advisors | 5,453 | $1.54M | 0.2% | -2.9% | 0.001% | |
5/9/2024 | Texas Yale Capital Corp. | 19,322 | $5.45M | 0.2% | +3.5% | 0.003% | |
5/9/2024 | Angeles Wealth Management LLC | 2,846 | $802K | 0.1% | +5.2% | 0.000% | |
5/9/2024 | State Board of Administration of Florida Retirement System | 788,417 | $220.45M | 0.4% | +4.4% | 0.109% | |
5/9/2024 | Portland Global Advisors LLC | 6,117 | $1.73M | 0.2% | -2.3% | 0.001% | |
5/9/2024 | Eagle Bay Advisors LLC | 1,795 | $506K | 0.3% | +27.7% | 0.000% | |
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5/9/2024 | TD Asset Management Inc | 1,104,065 | $311.29M | 0.3% | -25.7% | 0.153% | |
5/9/2024 | Hudson Value Partners LLC | 12,899 | $3.64M | 1.5% | +47.4% | 0.002% | |
5/9/2024 | Dearborn Partners LLC | 198,819 | $56.06M | 2.4% | -21.0% | 0.028% | |
5/9/2024 | Pettyjohn Wood & White Inc. | 5,682 | $1.60M | 0.3% | -0.9% | 0.001% | |
5/9/2024 | Miramar Capital LLC | 42,610 | $11.40M | 2.8% | -0.2% | 0.006% | |
5/9/2024 | Rogco LP | 5,044 | $1.42M | 0.6% | +10.9% | 0.001% | |
5/9/2024 | Koshinski Asset Management Inc. | 8,249 | $2.33M | 0.2% | +77.0% | 0.001% | |
5/8/2024 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 437,475 | $123.35M | 0.3% | -45.5% | 0.061% | |
5/8/2024 | Barings LLC | 6,622 | $1.87M | 0.0% | -11.5% | 0.001% | |
5/8/2024 | Schneider Downs Wealth Management Advisors LP | 1,996 | $563K | 0.1% | N/A | 0.000% | |