5/14/2024 | Axxcess Wealth Management LLC | 18,368 | $589K | 0.0% | +81.9% | 0.097% | |
5/10/2024 | Nwam LLC | 6,026 | $193K | 0.0% | -6.8% | 0.032% | |
5/3/2024 | GSA Capital Partners LLP | 24,861 | $797K | 0.1% | +95.0% | 0.131% | |
4/29/2024 | Sycomore Asset Management | 10,000 | $317K | 0.1% | N/A | 0.053% | |
4/10/2024 | Banque Cantonale Vaudoise | 50,742 | $1.63M | 0.1% | +1.3% | 0.244% | |
2/26/2024 | Syon Capital LLC | 22,276 | $801K | 0.1% | N/A | 0.107% | |
|
2/12/2024 | Resolute Advisors LLC | 21,102 | $759K | 0.1% | -7.0% | 0.101% | |
2/6/2024 | National Bank of Canada FI | 8,823 | $307K | 0.0% | -5.6% | 0.042% | |
2/6/2024 | Axxcess Wealth Management LLC | 10,100 | $363K | 0.0% | N/A | 0.049% | |
2/2/2024 | Syon Capital LLC | 22,276 | $801K | 0.1% | N/A | 0.107% | |
1/30/2024 | SVB Wealth LLC | 11,847 | $426K | 0.0% | -73.6% | 0.057% | |
1/29/2024 | Meitav Investment House Ltd. | 7,620 | $274K | 0.0% | -66.1% | 0.037% | |
1/24/2024 | International Assets Investment Management LLC | 899 | $32K | 0.0% | N/A | 0.004% | |
1/12/2024 | SG Americas Securities LLC | 8,521 | $306K | 0.0% | +13.7% | 0.041% | |
12/6/2023 | Citigroup Inc. | 5,043 | $183K | 0.0% | -6.1% | 0.024% | |
11/27/2023 | Banque Pictet & Cie SA | 62,830 | $2.27M | 0.0% | +29.1% | 0.302% | |
11/9/2023 | Blair William & Co. IL | 934 | $34K | 0.0% | -33.7% | 0.004% | |
11/8/2023 | HighTower Advisors LLC | 17,466 | $634K | 0.0% | N/A | 0.084% | |
11/8/2023 | NewEdge Wealth LLC | 6,335 | $229K | 0.0% | -37.7% | 0.030% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 52,812 | $1.91M | 0.0% | -19.0% | 0.254% | |
11/3/2023 | ICICI Prudential Asset Management Co Ltd | 55,928 | $2.03M | 0.3% | +12.7% | 0.269% | |
11/2/2023 | Banque Pictet & Cie SA | 70,192 | $2.54M | 0.0% | +44.2% | 0.337% | |
11/1/2023 | Simplex Trading LLC | 712 | $25K | 0.0% | -29.1% | 0.003% | |
11/1/2023 | Nwam LLC | 10,892 | $394K | 0.0% | -3.4% | 0.052% | |
10/30/2023 | Meitav Investment House Ltd. | 22,508 | $810K | 0.0% | -2.8% | 0.108% | |
10/27/2023 | Sycomore Asset Management | 13,800 | $504K | 0.1% | +220.9% | 0.066% | |
10/23/2023 | Commonwealth Equity Services LLC | 11,989 | $434K | 0.0% | -12.9% | 0.058% | |
10/13/2023 | SG Americas Securities LLC | 7,493 | $271K | 0.0% | +50.5% | 0.036% | |
10/11/2023 | Vontobel Holding Ltd. | 18,000 | $652K | 0.0% | +33.3% | 0.087% | |
8/14/2023 | Q Global Advisors LLC | 104,495 | $4.14M | 3.0% | +32.7% | 0.502% | |
8/11/2023 | Cibc World Market Inc. | 14,834 | $588K | 0.0% | +12.4% | 0.071% | |
8/11/2023 | Natixis | 804 | $32K | 0.0% | N/A | 0.004% | |
8/10/2023 | Meitav Investment House Ltd. | 23,166 | $915K | 0.0% | -7.2% | 0.111% | |
8/9/2023 | Flow Traders U.S. LLC | 47,317 | $1.88M | 0.1% | -9.5% | 0.227% | |
8/9/2023 | Banque Cantonale Vaudoise | 50,309 | $2.00M | 0.1% | +5.9% | 0.242% | |
8/8/2023 | Fisher Asset Management LLC | 9,038 | $358K | 0.0% | -2.6% | 0.043% | |
8/4/2023 | Banque Pictet & Cie SA | 48,664 | $1.93M | 0.0% | -3.0% | 0.233% | |
8/4/2023 | Simplex Trading LLC | 1,004 | $39K | 0.0% | +168.4% | 0.005% | |
8/4/2023 | Banco Bilbao Vizcaya Argentaria S.A. | 319,964 | $12.69M | 0.2% | +185.9% | 1.535% | |
7/31/2023 | LPL Financial LLC | 61,950 | $2.46M | 0.0% | -17.6% | 0.297% | |
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7/28/2023 | First Republic Investment Management Inc. | 65,180 | $2.59M | 0.0% | -14.7% | 0.313% | |
7/28/2023 | GFG Capital LLC | 242,442 | $9.62M | 1.8% | -4.5% | 1.163% | |
7/26/2023 | National Bank of Canada FI | 9,418 | $373K | 0.0% | +91.2% | 0.045% | |
7/24/2023 | Vontobel Holding Ltd. | 13,500 | $535K | 0.0% | -41.3% | 0.065% | |
7/24/2023 | SVB Wealth LLC | 44,830 | $1.78M | 0.0% | -1.1% | 0.215% | |
7/24/2023 | Country Club Bank GFN | 6,899 | $273K | 0.0% | -16.5% | 0.033% | |
7/24/2023 | Meitav Investment House Ltd. | 23,166 | $915K | 0.0% | -7.2% | 0.111% | |
7/21/2023 | Creative Planning | 70,006 | $2.78M | 0.0% | -8.2% | 0.336% | |
7/20/2023 | Bank Julius Baer & Co. Ltd Zurich | 2,222,313 | $88.14M | 0.0% | +95,648.1% | 10.659% | |
7/20/2023 | ICICI Prudential Asset Management Co Ltd | 49,623 | $1.97M | 0.3% | +73.7% | 0.238% | |
7/20/2023 | Sycomore Asset Management | 4,300 | $173K | 0.0% | -83.0% | 0.021% | |
7/18/2023 | Avitas Wealth Management LLC | 24,112 | $956K | 0.2% | -1.3% | 0.116% | |
7/17/2023 | Naples Global Advisors LLC | 5,785 | $229K | 0.0% | -13.0% | 0.028% | |
7/10/2023 | SG Americas Securities LLC | 4,979 | $197K | 0.0% | N/A | 0.024% | |
5/15/2023 | Flow Traders U.S. LLC | 52,308 | $2.44M | 0.1% | N/A | 0.237% | |
5/12/2023 | OLD Mission Capital LLC | 473,090 | $22.04M | 0.4% | N/A | 2.141% | |
5/12/2023 | First Republic Investment Management Inc. | 76,403 | $3.56M | 0.0% | -6.7% | 0.346% | |
5/11/2023 | Meitav Investment House Ltd. | 24,966 | $1.06M | 0.0% | +2.3% | 0.113% | |
5/11/2023 | Bank Julius Baer & Co. Ltd Zurich | 2,321 | $108K | 0.0% | -34.7% | 0.011% | |
5/10/2023 | Credit Suisse AG | 50,904 | $2.37M | 0.0% | -37.2% | 0.230% | |
5/10/2023 | LPL Financial LLC | 75,211 | $3.50M | 0.0% | +142.4% | 0.340% | |
5/10/2023 | Banco Santander S.A. | 8,944 | $417K | 0.0% | -74.5% | 0.040% | |
5/9/2023 | Resolute Advisors LLC | 22,688 | $1.06M | 0.1% | -44.6% | 0.103% | |
5/9/2023 | Banco Bilbao Vizcaya Argentaria S.A. | 111,914 | $5.21M | 0.1% | +27.6% | 0.506% | |
5/8/2023 | NewEdge Wealth LLC | 19,060 | $888K | 0.0% | -10.3% | 0.086% | |
5/5/2023 | GFG Capital LLC | 253,976 | $8.72M | 1.9% | +25.9% | 1.149% | |
5/5/2023 | ICICI Prudential Asset Management Co Ltd | 28,573 | $1.33M | 0.2% | +37.1% | 0.129% | |
5/2/2023 | V Wealth Advisors LLC | 8,743 | $407K | 0.1% | -3.1% | 0.040% | |
5/1/2023 | Augustine Asset Management Inc. | 4,581 | $213K | 0.1% | N/A | 0.021% | |
5/1/2023 | CWM LLC | 1,680 | $78K | 0.0% | +1,244.0% | 0.008% | |
4/24/2023 | Eagle Strategies LLC | 53,839 | $2.51M | 0.6% | N/A | 0.244% | |
4/20/2023 | Capital Advisory Group Advisory Services LLC | 4,892 | $228K | 0.1% | N/A | 0.022% | |
4/17/2023 | Naples Global Advisors LLC | 6,650 | $310K | 0.0% | +5.1% | 0.030% | |
4/12/2023 | National Bank of Canada FI | 4,927 | $229K | 0.0% | +533.3% | 0.022% | |
4/12/2023 | Vontobel Holding Ltd. | 23,000 | $1.07M | 0.0% | +70.4% | 0.104% | |
4/7/2023 | Sycomore Asset Management | 25,350 | $1.14M | 0.3% | N/A | 0.115% | |
2/13/2023 | Banco Bilbao Vizcaya Argentaria S.A. | 87,735 | $3.81M | 0.1% | +480.1% | 0.405% | |
2/10/2023 | Creative Planning | 83,992 | $3.65M | 0.0% | -13.4% | 0.388% | |
2/10/2023 | Banque Cantonale Vaudoise | 47,347 | $2.05M | 0.1% | +5.5% | 0.219% | |
2/10/2023 | Advisor Group Holdings Inc. | 57,210 | $2.48M | 0.0% | +4.3% | 0.264% | |
2/10/2023 | SVB Wealth LLC | 45,470 | $1.97M | 0.0% | +203.3% | 0.210% | |
2/9/2023 | Prudential PLC | 229,000 | $9.94M | 0.1% | N/A | 1.058% | |
2/8/2023 | UBS Group AG | 54,751 | $2.38M | 0.0% | -32.4% | 0.253% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 4,662 | $202K | 0.0% | N/A | 0.022% | |
2/7/2023 | Commonwealth Equity Services LLC | 16,020 | $695K | 0.0% | +1.3% | 0.074% | |
2/7/2023 | LPL Financial LLC | 31,030 | $1.35M | 0.0% | -43.4% | 0.143% | |
2/7/2023 | Biltmore Family Office LLC | 1,121 | $49K | 0.0% | -69.4% | 0.005% | |
2/7/2023 | Country Club Bank GFN | 8,109 | $352K | 0.0% | -36.6% | 0.037% | |
2/6/2023 | Banque Pictet & Cie SA | 50,184 | $2.18M | 0.0% | -5.8% | 0.232% | |
2/6/2023 | Meitav Dash Investments Ltd. | 24,399 | $1.08M | 0.0% | -73.6% | 0.113% | |
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2/3/2023 | Fisher Asset Management LLC | 9,278 | $403K | 0.0% | -22.2% | 0.043% | |
1/24/2023 | National Bank of Canada FI | 778 | $34K | 0.0% | -37.2% | 0.004% | |
1/20/2023 | Naples Global Advisors LLC | 6,325 | $275K | 0.0% | -40.2% | 0.029% | |
1/12/2023 | Yarbrough Capital LLC | 129,998 | $5.64M | 0.4% | -18.5% | 0.612% | |
11/22/2022 | IHT Wealth Management LLC | 52,655 | $1.91M | 0.1% | +15.7% | 0.241% | |
11/14/2022 | MML Investors Services LLC | 61,517 | $2.24M | 0.0% | +1.2% | 0.282% | |
11/10/2022 | Credit Suisse AG | 138,905 | $5.05M | 0.0% | +39.2% | 0.636% | |
11/10/2022 | UBS Group AG | 80,998 | $2.94M | 0.0% | +14.8% | 0.371% | |
11/8/2022 | GFG Capital LLC | 247,899 | $9.01M | 3.0% | +2.0% | 1.135% | |
11/8/2022 | Fisher Asset Management LLC | 11,918 | $433K | 0.0% | -60.6% | 0.055% | |