5/10/2024 | TIAA Trust National Association | 4,620 | $390K | 0.0% | -6.9% | 0.183% | |
5/9/2024 | Ledyard National Bank | 4,526 | $382K | 0.0% | -13.5% | 0.180% | |
5/9/2024 | Endowment Wealth Management Inc. | 6,257 | $528K | 0.4% | +151.5% | 0.248% | |
5/2/2024 | Quent Capital LLC | 452 | $38K | 0.0% | N/A | 0.018% | |
5/1/2024 | Cherry Tree Wealth Management LLC | 1,556 | $131K | 0.0% | -9.1% | 0.062% | |
4/30/2024 | Independent Family Office LLC | 11,324 | $956K | 0.5% | -11.7% | 0.449% | |
|
4/30/2024 | M Financial Asset Management Inc. | 9,530 | $804K | 2.3% | -6.8% | 0.378% | |
4/24/2024 | U S Global Investors Inc. | 354 | $30K | 0.0% | N/A | 0.014% | |
4/12/2024 | Northwest Investment Counselors LLC | 189,395 | $15.98M | 3.9% | -0.3% | 7.891% | |
4/11/2024 | Boston Standard Wealth Management LLC | 20,507 | $1.73M | 0.4% | -71.5% | 0.854% | |
2/14/2024 | Barometer Capital Management Inc. | 6,500 | $528K | 0.2% | +3.2% | 0.252% | |
2/14/2024 | Cullen Capital Management LLC | 2,500 | $203K | 0.0% | N/A | 0.097% | |
2/14/2024 | Stamos Capital Partners L.P. | 3,380 | $275K | 0.1% | -17.2% | 0.131% | |
2/13/2024 | 1832 Asset Management L.P. | 243,953 | $19.83M | 0.0% | -1.8% | 9.456% | |
2/8/2024 | M Financial Asset Management Inc. | 10,222 | $831K | 2.6% | -21.7% | 0.396% | |
2/7/2024 | Endowment Wealth Management Inc. | 2,488 | $202K | 0.2% | N/A | 0.096% | |
2/6/2024 | Private Advisor Group LLC | 6,601 | $537K | 0.0% | -10.9% | 0.256% | |
2/6/2024 | National Bank of Canada FI | 4,556 | $368K | 0.0% | +50.8% | 0.177% | |
2/6/2024 | Millburn Ridgefield Corp | 1,030 | $84K | 0.0% | N/A | 0.040% | |
2/5/2024 | Ledyard National Bank | 5,233 | $425K | 0.0% | -3.5% | 0.203% | |
2/5/2024 | Matrix Trust Co | 4,489 | $365K | 0.1% | -5.5% | 0.174% | |
2/2/2024 | Truist Financial Corp | 20,989 | $1.71M | 0.0% | +1.8% | 0.814% | |
2/2/2024 | Simplex Trading LLC | 402 | $32K | 0.0% | N/A | 0.016% | |
1/30/2024 | Independent Family Office LLC | 12,820 | $1.04M | 0.6% | -17.0% | 0.497% | |
1/29/2024 | Lodestar Private Asset Management LLC | 6,586 | $535K | 0.1% | -2.5% | 0.255% | |
1/25/2024 | International Assets Investment Management LLC | 26,956 | $2.19M | 0.0% | N/A | 1.045% | |
1/24/2024 | International Assets Investment Management LLC | 26,956 | $2.19M | 0.0% | N/A | 1.045% | |
1/19/2024 | Northwest Investment Counselors LLC | 190,017 | $15.45M | 4.1% | -0.4% | 7.198% | |
1/17/2024 | Alhambra Investment Management LLC | 24,889 | $2.02M | 1.2% | +20.1% | 0.943% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 3,889 | $316K | 0.0% | +15.7% | 0.147% | |
1/16/2024 | Raymond James & Associates | 2,588 | $210K | 0.0% | -14.6% | 0.098% | |
1/12/2024 | Advisor Resource Council | 9,920 | $806K | 0.1% | N/A | 0.376% | |
11/21/2023 | Tompkins Financial Corp | 500 | $37K | 0.0% | -33.3% | 0.019% | |
11/8/2023 | Barometer Capital Management Inc. | 6,300 | $466K | 0.2% | N/A | 0.233% | |
11/3/2023 | Private Advisor Group LLC | 7,407 | $548K | 0.0% | -42.8% | 0.274% | |
11/1/2023 | Wealthfront Advisers LLC | 3,905 | $289K | 0.0% | +15.4% | 0.145% | |
10/30/2023 | Matrix Trust Co | 4,752 | $352K | 0.1% | -21.7% | 0.176% | |
10/27/2023 | Oarsman Capital Inc. | 6,607 | $489K | 0.2% | -6.2% | 0.245% | |
10/27/2023 | TIAA Trust National Association | 4,962 | $367K | 0.0% | N/A | 0.184% | |
10/24/2023 | Raymond James & Associates | 3,032 | $224K | 0.0% | -14.2% | 0.112% | |
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10/17/2023 | Alhambra Investment Partners LLC | 20,718 | $1.53M | 1.0% | N/A | 0.767% | |
10/12/2023 | Northwest Investment Counselors LLC | 190,735 | $14.12M | 3.9% | -2.2% | 7.064% | |
10/10/2023 | National Bank of Canada FI | 3,022 | $219K | 0.0% | N/A | 0.112% | |
8/15/2023 | BlueCrest Capital Management Ltd | 10,393 | $745K | 0.0% | N/A | 0.369% | |
8/14/2023 | Horizon Kinetics Asset Management LLC | 11,058 | $793K | 0.0% | -4.6% | 0.392% | |
8/14/2023 | 1832 Asset Management L.P. | 250,325 | $17.95M | 0.0% | +0.6% | 8.877% | |
8/11/2023 | The Manufacturers Life Insurance Company | 67,662 | $4.85M | 0.0% | -7.3% | 2.399% | |
8/10/2023 | Private Advisor Group LLC | 12,947 | $957K | 0.0% | -12.1% | 0.459% | |
8/8/2023 | Catalyst Capital Advisors LLC | 2,844 | $204K | 0.0% | -10.2% | 0.101% | |
8/8/2023 | Prospera Financial Services Inc | 4,162 | $298K | 0.0% | -4.5% | 0.148% | |
8/4/2023 | Envestnet Asset Management Inc. | 21,937 | $1.57M | 0.0% | -1.7% | 0.778% | |
8/2/2023 | Bank of Montreal Can | 4,601 | $338K | 0.0% | N/A | 0.163% | |
8/1/2023 | Truist Financial Corp | 20,198 | $1.45M | 0.0% | -7.5% | 0.716% | |
7/31/2023 | LPL Financial LLC | 21,236 | $1.52M | 0.0% | -1.7% | 0.753% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 3,501 | $251K | 0.0% | -9.1% | 0.124% | |
7/25/2023 | Raymond James & Associates | 3,532 | $253K | 0.0% | -8.2% | 0.125% | |
7/25/2023 | Independent Family Office LLC | 15,442 | $1.11M | 0.7% | -40.9% | 0.548% | |
7/21/2023 | Millburn Ridgefield Corp | 3,259 | $234K | 0.0% | -6.1% | 0.116% | |
7/19/2023 | Matrix Trust Co | 6,069 | $435K | 0.1% | +85.7% | 0.215% | |
7/18/2023 | Virtue Capital Management LLC | 2,947 | $210K | 0.0% | -35.4% | 0.105% | |
7/17/2023 | Eclectic Associates Inc. ADV | 13,238 | $949K | 0.5% | +1.8% | 0.469% | |
7/11/2023 | Northwest Investment Counselors LLC | 195,109 | $13.99M | 3.7% | +2.2% | 6.919% | |
7/6/2023 | Boston Standard Wealth Management LLC | 83,393 | $5.98M | 1.5% | +8.5% | 2.957% | |
5/15/2023 | Catalyst Capital Advisors LLC | 3,167 | $227K | 0.0% | -7.0% | 0.112% | |
5/10/2023 | Private Advisor Group LLC | 14,727 | $1.05M | 0.0% | N/A | 0.522% | |
5/9/2023 | Tortoise Investment Management LLC | 5,809 | $416K | 0.1% | -6.2% | 0.206% | |
5/5/2023 | Truist Financial Corp | 21,827 | $1.56M | 0.0% | +1.5% | 0.774% | |
5/4/2023 | Wealthcare Advisory Partners LLC | 6,417 | $459K | 0.0% | -43.2% | 0.228% | |
5/4/2023 | Independent Family Office LLC | 26,147 | $1.87M | 1.1% | -8.2% | 0.927% | |
5/1/2023 | Csenge Advisory Group | 5,454 | $390K | 0.0% | -22.8% | 0.193% | |
4/28/2023 | Wealthfront Advisers LLC | 4,841 | $347K | 0.0% | +59.7% | 0.172% | |
4/20/2023 | Novare Capital Management LLC | 5,847 | $419K | 0.0% | -17.0% | 0.207% | |
4/17/2023 | Northwest Investment Counselors LLC | 190,858 | $13.66M | 3.8% | -1.7% | 6.768% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 3,852 | $276K | 0.0% | -3.7% | 0.137% | |
4/12/2023 | Matrix Trust Co | 3,268 | $234K | 0.1% | N/A | 0.116% | |
4/4/2023 | Boston Standard Wealth Management LLC | 76,887 | $5.50M | 1.6% | -0.5% | 2.615% | |
3/6/2023 | OLD Mission Capital LLC | 40,970 | $2.98M | 0.1% | -10.5% | 1.394% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 11,288 | $821K | 0.0% | +17.3% | 0.384% | |
2/13/2023 | M&T Bank Corp | 4,566 | $476K | 0.0% | -67.4% | 0.155% | |
2/13/2023 | M Holdings Securities Inc. | 19,021 | $1.38M | 0.1% | -17.5% | 0.647% | |
2/13/2023 | M Financial Asset Management Inc. | 13,100 | $953K | 3.5% | +2.9% | 0.446% | |
2/9/2023 | Horizon Kinetics Asset Management LLC | 13,811 | $1.01M | 0.0% | -5.4% | 0.470% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 3,000 | $218K | 0.0% | N/A | 0.102% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 3,998 | $291K | 0.0% | N/A | 0.136% | |
2/8/2023 | Belpointe Asset Management LLC | 2,074 | $151K | 0.0% | -36.9% | 0.071% | |
2/7/2023 | Catalyst Capital Advisors LLC | 3,406 | $248K | 0.0% | +4.1% | 0.116% | |
2/7/2023 | Horizon Kinetics Asset Management LLC | 13,811 | $1.01M | 0.0% | -5.4% | 0.470% | |
2/7/2023 | LPL Financial LLC | 24,675 | $1.80M | 0.0% | -15.4% | 0.839% | |
2/7/2023 | Envestnet Asset Management Inc. | 21,939 | $1.60M | 0.0% | +4.3% | 0.746% | |
2/3/2023 | Tortoise Investment Management LLC | 6,194 | $451K | 0.1% | -14.5% | 0.211% | |
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2/3/2023 | CX Institutional | 9,122 | $664K | 0.0% | -31.0% | 0.310% | |
2/2/2023 | Lodestar Private Asset Management LLC | 7,009 | $510K | 0.1% | N/A | 0.238% | |
1/20/2023 | Millburn Ridgefield Corp | 3,406 | $247K | 0.0% | -15.3% | 0.116% | |
1/18/2023 | Private Advisor Group LLC | 15,928 | $660.17M | 0.0% | -17.3% | 0.542% | |
1/18/2023 | Northwest Investment Counselors LLC | 194,129 | $14.12M | 4.1% | +0.1% | 6.603% | |
1/17/2023 | Novare Capital Management LLC | 7,047 | $513K | 0.1% | -41.5% | 0.240% | |
1/10/2023 | Boston Standard Wealth Management LLC | 77,252 | $5.62M | 1.7% | +7.7% | 2.628% | |
11/17/2022 | M Holdings Securities Inc. | 23,054 | $1.51M | 0.2% | -11.0% | 0.739% | |
11/16/2022 | Horizon Kinetics Asset Management LLC | 14,598 | $955K | 0.0% | -2.5% | 0.477% | |
11/15/2022 | Belpointe Asset Management LLC | 3,289 | $215K | 0.0% | -7.5% | 0.105% | |