5/8/2024 | Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 267,216 | $25.11M | 0.2% | -0.3% | 0.018% | |
5/8/2024 | Avantax Advisory Services Inc. | 45,307 | $4.26M | 0.0% | +9.1% | 0.003% | |
5/8/2024 | US Bancorp DE | 1,211,339 | $113.84M | 0.2% | +14.7% | 0.080% | |
5/8/2024 | SP Asset Management LLC | 2,812 | $264K | 0.0% | +31.9% | 0.000% | |
5/8/2024 | Russell Investments Group Ltd. | 1,385,746 | $130.26M | 0.2% | +3.2% | 0.092% | |
5/8/2024 | Washington Trust Advisors Inc. | 137,478 | $12.92M | 1.2% | +3.6% | 0.009% | |
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5/8/2024 | QRG Capital Management Inc. | 71,194 | $6.69M | 0.1% | -42.1% | 0.005% | |
5/8/2024 | Tranquility Partners LLC | 31,375 | $2.95M | 1.1% | +12.8% | 0.002% | |
5/8/2024 | Legacy Capital Group California Inc. | 5,577 | $524K | 0.2% | +3.1% | 0.000% | |
5/8/2024 | New Republic Capital LLC | 2,440 | $230K | 0.1% | -23.7% | 0.000% | |
5/8/2024 | Williams Jones Wealth Management LLC. | 261,917 | $24.62M | 0.3% | -6.6% | 0.017% | |
5/8/2024 | Semus Wealth Partners LLC | 2,496 | $235K | 0.2% | -18.7% | 0.000% | |
5/8/2024 | Keeler Thomas Management LLC | 39,520 | $3.71M | 1.3% | N/A | 0.003% | |
5/8/2024 | Thoroughbred Financial Services LLC | 3,862 | $363K | 0.0% | -43.5% | 0.000% | |
5/7/2024 | Comgest Global Investors S.A.S. | 1,405,177 | $132.06M | 1.8% | +22.1% | 0.093% | |
5/7/2024 | Verus Capital Partners LLC | 3,335 | $313K | 0.0% | +9.7% | 0.000% | |
5/7/2024 | Meeder Advisory Services Inc. | 15,972 | $1.50M | 0.2% | -3.0% | 0.001% | |
5/7/2024 | NorthRock Partners LLC | 8,626 | $811K | 0.1% | +13.1% | 0.001% | |
5/7/2024 | Choate Investment Advisors | 157,876 | $14.84M | 0.4% | +10.9% | 0.010% | |
5/7/2024 | Fiduciary Family Office LLC | 9,871 | $928K | 0.4% | -18.1% | 0.001% | |
5/7/2024 | Sei Investments Co. | 777,972 | $73.12M | 0.1% | -6.0% | 0.052% | |
5/7/2024 | Chilton Capital Management LLC | 1,501 | $141K | 0.0% | +23.8% | 0.000% | |
5/7/2024 | Bey Douglas LLC | 18,061 | $1.70M | 1.6% | -1.4% | 0.001% | |
5/7/2024 | Keudell Morrison Wealth Management | 28,640 | $2.69M | 0.8% | +1.2% | 0.002% | |
5/7/2024 | Atomi Financial Group Inc. | 10,380 | $976K | 0.1% | +29.2% | 0.001% | |
5/7/2024 | Reynders McVeigh Capital Management LLC | 330,462 | $31.06M | 1.8% | -3.0% | 0.022% | |
5/7/2024 | Montag A & Associates Inc. | 33,772 | $3.19M | 0.2% | -23.1% | 0.002% | |
5/7/2024 | BCGM Wealth Management LLC | 2,574 | $242K | 0.1% | +7.3% | 0.000% | |
5/7/2024 | WealthPLAN Partners LLC | 39,908 | $3.75M | 0.4% | -29.9% | 0.003% | |
5/7/2024 | KCM Investment Advisors LLC | 141,985 | $13.34M | 0.5% | -3.2% | 0.009% | |
5/7/2024 | Tectonic Advisors LLC | 8,250 | $775K | 0.1% | +26.5% | 0.001% | |
5/7/2024 | Smithfield Trust Co | 20,653 | $1.94M | 0.1% | -0.7% | 0.001% | |
5/7/2024 | River Global Investors LLP | 16,421 | $1.54M | 0.4% | -1.1% | 0.001% | |
5/7/2024 | Swiss National Bank | 3,645,300 | $342.59M | 0.2% | -4.8% | 0.242% | |
5/7/2024 | Forsta AP Fonden | 326,800 | $30.71M | 0.3% | +5.0% | 0.022% | |
5/7/2024 | Avalon Trust Co | 5,192 | $488K | 0.0% | +206.9% | 0.000% | |
5/7/2024 | Highland Capital Management LLC | 103,870 | $9.76M | 0.6% | +61.7% | 0.007% | |
5/7/2024 | Zevenbergen Capital Investments LLC | 7,245 | $681K | 0.0% | -13.0% | 0.000% | |
5/7/2024 | Nvwm LLC | 11,568 | $1.09M | 0.3% | +1.0% | 0.001% | |
5/7/2024 | Gibraltar Capital Management Inc. | 72,286 | $6.79M | 3.2% | +109.2% | 0.005% | |
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5/7/2024 | Oppenheimer Asset Management Inc. | 249,324 | $23.43M | 0.3% | -0.7% | 0.017% | |
5/7/2024 | PFG Advisors | 5,078 | $477K | 0.0% | +22.2% | 0.000% | |
5/7/2024 | Oppenheimer & Co. Inc. | 71,498 | $6.72M | 0.1% | +3.5% | 0.005% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 18,444 | $1.73M | 0.1% | +13.1% | 0.001% | |
5/7/2024 | Obermeyer Wood Investment Counsel Lllp | 4,580 | $430K | 0.0% | +12.1% | 0.000% | |
5/7/2024 | Brooklyn Investment Group | 6,734 | $623K | 0.3% | -24.0% | 0.000% | |
5/7/2024 | Hilltop National Bank | 8,301 | $780K | 0.3% | N/A | 0.001% | |
5/7/2024 | Wealthspire Advisors LLC | 14,291 | $1.34M | 0.0% | -17.3% | 0.001% | |
5/7/2024 | Metis Global Partners LLC | 56,997 | $5.36M | 0.2% | -4.7% | 0.004% | |
5/7/2024 | Empowered Funds LLC | 45,100 | $4.24M | 0.1% | +195.2% | 0.003% | |
5/7/2024 | AIA Group Ltd | 15,297 | $1.44M | 0.0% | +35.6% | 0.001% | |
5/7/2024 | Stokes Family Office LLC | 25,669 | $2.41M | 0.3% | -0.4% | 0.002% | |
5/7/2024 | YCG LLC | 301,223 | $27.78M | 2.2% | -2.2% | 0.020% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 97,068 | $9.12M | 0.0% | +28.5% | 0.006% | |
5/6/2024 | Empirical Finance LLC | 45,101 | $4.24M | 0.3% | +3.5% | 0.003% | |
5/6/2024 | Duality Advisers LP | 42,250 | $3.97M | 0.4% | +77.3% | 0.003% | |
5/6/2024 | Concord Investment Counsel Inc. | 6,140 | $577K | 0.2% | N/A | 0.000% | |
5/6/2024 | Ballast Inc. | 11,003 | $1.03M | 0.3% | +4.8% | 0.001% | |
5/6/2024 | Gallacher Capital Management LLC | 2,835 | $266K | 0.1% | N/A | 0.000% | |
5/6/2024 | Mawer Investment Management Ltd. | 1,057,875 | $99.42M | 0.5% | +7.7% | 0.070% | |
5/6/2024 | Advisory Services Network LLC | 45,762 | $4.30M | 0.1% | +3.6% | 0.003% | |
5/6/2024 | Staley Capital Advisers Inc. | 3,533 | $332K | 0.0% | +11.0% | 0.000% | |
5/6/2024 | Manchester Capital Management LLC | 13,902 | $1.31M | 0.2% | +5.6% | 0.001% | |
5/6/2024 | TFG Advisers LLC | 7,534 | $708K | 0.3% | -11.8% | 0.000% | |
5/6/2024 | Oxbow Advisors LLC | 70,018 | $6.58M | 0.9% | +11.4% | 0.005% | |
5/6/2024 | Mitchell Capital Management Co. | 8,782 | $825K | 0.2% | -18.7% | 0.001% | |
5/6/2024 | Flossbach Von Storch AG | 3,012,727 | $283.14M | 1.2% | +28.5% | 0.200% | |
5/6/2024 | Grandfield & Dodd LLC | 29,178 | $2.74M | 0.2% | +598.5% | 0.002% | |
5/6/2024 | Broderick Brian C | 41,005 | $3.85M | 0.8% | +16.4% | 0.003% | |
5/6/2024 | First Long Island Investors LLC | 48,741 | $4.58M | 0.4% | -61.2% | 0.003% | |
5/6/2024 | Hemenway Trust Co LLC | 157,704 | $14.82M | 1.3% | -0.1% | 0.010% | |
5/6/2024 | Texas Permanent School Fund Corp | 251,627 | $23.65M | 0.2% | -0.4% | 0.017% | |
5/4/2024 | Howland Capital Management LLC | 6,465 | $610K | 0.0% | -19.9% | 0.000% | |
5/4/2024 | Noesis Capital Mangement Corp | 124,894 | $11.74M | 2.6% | -1.3% | 0.008% | |
5/4/2024 | Vista Capital Partners Inc. | 15,246 | $1.43M | 0.2% | -6.4% | 0.001% | |
5/4/2024 | Geneos Wealth Management Inc. | 35,165 | $3.31M | 0.2% | +8.0% | 0.002% | |
5/4/2024 | Riggs Asset Managment Co. Inc. | 1,007 | $95K | 0.0% | -31.4% | 0.000% | |
5/4/2024 | Team Hewins LLC | 9,798 | $925K | 0.1% | -1.7% | 0.001% | |
5/4/2024 | Csenge Advisory Group | 3,175 | $298K | 0.0% | -29.7% | 0.000% | |
5/3/2024 | Signaturefd LLC | 21,203 | $1.99M | 0.0% | -7.1% | 0.001% | |
5/3/2024 | FDx Advisors Inc. | 24,717 | $2.32M | 0.4% | +7.0% | 0.002% | |
5/3/2024 | Catalina Capital Group LLC | 2,228 | $209K | 0.1% | N/A | 0.000% | |
5/3/2024 | Avidian Wealth Solutions LLC | 6,253 | $588K | 0.0% | +8.3% | 0.000% | |
5/3/2024 | Mediolanum International Funds Ltd | 554,631 | $52.21M | 0.9% | N/A | 0.037% | |
5/3/2024 | Larson Financial Group LLC | 5,460 | $513K | 0.0% | -19.0% | 0.000% | |
5/3/2024 | Callan Capital LLC | 2,539 | $239K | 0.0% | +14.7% | 0.000% | |
5/3/2024 | Mcdonald Capital Investors Inc. CA | 422,097 | $39.67M | 2.5% | -0.4% | 0.028% | |
5/3/2024 | Markel Group Inc. | 375,900 | $35.33M | 0.3% | +1.9% | 0.025% | |
5/3/2024 | Rehmann Capital Advisory Group | 7,365 | $692K | 0.1% | -1.9% | 0.000% | |
5/3/2024 | Chevy Chase Trust Holdings LLC | 1,051,992 | $98.87M | 0.3% | -19.6% | 0.070% | |
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5/3/2024 | Commerce Bank | 134,494 | $12.64M | 0.1% | +1.6% | 0.009% | |
5/3/2024 | AA Financial Advisors LLC | 9,269 | $871K | 0.4% | N/A | 0.001% | |
5/3/2024 | BI Asset Management Fondsmaeglerselskab A S | 19,244 | $1.81M | 0.0% | +4.9% | 0.001% | |
5/3/2024 | Pictet North America Advisors SA | 8,570 | $805K | 0.1% | N/A | 0.001% | |
5/3/2024 | United Community Bank | 940 | $88K | 0.0% | +75.7% | 0.000% | |
5/3/2024 | RiverPark Advisors LLC | 22,696 | $2.13M | 1.8% | +10.9% | 0.002% | |
5/3/2024 | Proficio Capital Partners LLC | 18,966 | $1.78M | 0.2% | -1.4% | 0.001% | |
5/3/2024 | Comprehensive Financial Consultants Institutional Inc. | 8,101 | $761K | 0.3% | +17.3% | 0.001% | |
5/3/2024 | Liberty Wealth Management LLC | 3,588 | $337K | 0.1% | -14.0% | 0.000% | |
5/3/2024 | Nikko Asset Management Americas Inc. | 6,332 | $595K | 0.0% | -1.8% | 0.000% | |