4/27/2024 | Vigilare Wealth Management | 4,135 | $295K | 0.1% | N/A | 0.002% | |
4/27/2024 | Millburn Ridgefield Corp | 762,629 | $54.41M | 1.5% | -0.7% | 0.312% | |
4/26/2024 | Yousif Capital Management LLC | 22,702 | $1.62M | 0.0% | -78.2% | 0.009% | |
4/26/2024 | Coastline Trust Co | 188,723 | $13.47M | 1.6% | +27.5% | 0.077% | |
4/26/2024 | Guild Investment Management Inc. | 25,620 | $1.83M | 2.3% | -23.8% | 0.010% | |
4/26/2024 | Checchi Capital Advisers LLC | 126,867 | $9.05M | 0.7% | N/A | 0.052% | |
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4/25/2024 | Osborne Partners Capital Management LLC | 471,846 | $33.67M | 2.1% | +0.1% | 0.193% | |
4/25/2024 | Equitable Trust Co. | 2,811 | $201K | 0.0% | N/A | 0.001% | |
4/25/2024 | Simplex Trading LLC | 20,736 | $1.48M | 0.0% | N/A | 0.008% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 43,987 | $3.14M | 0.0% | +39.9% | 0.018% | |
4/24/2024 | Leavell Investment Management Inc. | 17,071 | $1.22M | 0.1% | +111.1% | 0.007% | |
4/24/2024 | Oak Family Advisors LLC | 77,736 | $5.55M | 2.1% | -2.3% | 0.032% | |
4/24/2024 | SOL Capital Management CO | 10,070 | $718K | 0.1% | +2.2% | 0.004% | |
4/24/2024 | Solstein Capital LLC | 74,742 | $5.33M | 3.6% | +13.1% | 0.031% | |
4/23/2024 | Global Retirement Partners LLC | 10,057 | $718K | 0.0% | +23.3% | 0.004% | |
4/23/2024 | Moody Lynn & Lieberson LLC | 80,163 | $5.72M | 0.4% | N/A | 0.033% | |
4/23/2024 | Venturi Wealth Management LLC | 757 | $54K | 0.0% | -96.6% | 0.000% | |
4/23/2024 | Stablepoint Partners LLC | 5,113 | $365K | 0.1% | +24.9% | 0.002% | |
4/23/2024 | Strategic Blueprint LLC | 4,471 | $319K | 0.0% | N/A | 0.002% | |
4/23/2024 | Genesee Capital Advisors LLC | 30,175 | $2.15M | 1.2% | -1.0% | 0.012% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 125,416 | $8.95M | 0.0% | -5.9% | 0.051% | |
4/22/2024 | Strategic Financial Concepts LLC | 16,781 | $1.20M | 0.3% | N/A | 0.007% | |
4/22/2024 | PFG Investments LLC | 4,734 | $338K | 0.0% | N/A | 0.002% | |
4/22/2024 | Laurel Wealth Planning LLC | 60,853 | $4.34M | 2.9% | +3.0% | 0.025% | |
4/22/2024 | Raymond James & Associates | 133,976 | $9.56M | 0.0% | +36.0% | 0.055% | |
4/22/2024 | MBL Wealth LLC | 45,240 | $3.23M | 0.4% | +36.3% | 0.018% | |
4/22/2024 | EFG Asset Management Americas Corp. | 24,204 | $1.73M | 0.5% | -63.8% | 0.010% | |
4/19/2024 | Advisor Resource Council | 60,741 | $4.33M | 1.8% | N/A | 0.025% | |
4/19/2024 | Financial Sense Advisors Inc. | 21,975 | $1.57M | 0.5% | N/A | 0.009% | |
4/19/2024 | Redmont Wealth Advisors LLC | 6,287 | $449K | 0.6% | +3.7% | 0.003% | |
4/18/2024 | Silverlake Wealth Management LLC | 4,334 | $309K | 0.2% | -49.0% | 0.002% | |
4/18/2024 | Saxon Interests Inc. | 67,925 | $4.85M | 2.3% | +27.5% | 0.028% | |
4/18/2024 | Quattro Financial Advisors LLC | 31,612 | $2.26M | 0.6% | +49,293.8% | 0.013% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 1,541,665 | $110.00M | 0.2% | -17.5% | 0.630% | |
4/18/2024 | Colton Groome Financial Advisors LLC | 6,321 | $451K | 0.2% | -25.9% | 0.003% | |
4/18/2024 | Congress Wealth Management LLC DE | 672,444 | $47.98M | 0.8% | -0.9% | 0.275% | |
4/18/2024 | Claro Advisors LLC | 15,430 | $1.10M | 0.2% | +40.8% | 0.006% | |
4/18/2024 | Miracle Mile Advisors LLC | 606,605 | $43.28M | 1.1% | -14.0% | 0.248% | |
4/18/2024 | Breakwater Capital Group | 5,626 | $401K | 0.1% | +21.9% | 0.002% | |
4/17/2024 | Founders Financial Securities LLC | 51,689 | $3.69M | 0.4% | +44.2% | 0.021% | |
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4/16/2024 | Hodges Capital Management Inc. | 5,411 | $386K | 0.0% | N/A | 0.002% | |
4/16/2024 | OneAscent Wealth Management LLC | 9,315 | $665K | 0.3% | +61.2% | 0.004% | |
4/16/2024 | Ameliora Wealth Management Ltd. | 3,000 | $214K | 0.1% | N/A | 0.001% | |
4/16/2024 | Register Financial Advisors LLC | 1,301 | $93K | 0.0% | N/A | 0.001% | |
4/16/2024 | 180 Wealth Advisors LLC | 4,184 | $299K | 0.1% | +6.1% | 0.002% | |
4/16/2024 | Pasadena Private Wealth LLC | 84,727 | $6.05M | 1.4% | +5.9% | 0.035% | |
4/16/2024 | Chesley Taft & Associates LLC | 13,910 | $992K | 0.1% | +60.4% | 0.006% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 9,394 | $670K | 0.0% | +16.3% | 0.004% | |
4/15/2024 | Cumberland Advisors Inc. | 34,162 | $2.44M | 0.9% | +4.2% | 0.014% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 5,809 | $414K | 0.0% | N/A | 0.002% | |
4/15/2024 | SMI Advisory Services LLC | 38,118 | $2.69M | 0.8% | N/A | 0.016% | |
4/15/2024 | Sunbelt Securities Inc. | 8,195 | $585K | 0.1% | +21.4% | 0.003% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 18,369 | $1.31M | 0.2% | N/A | 0.008% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 39,892 | $2.85M | 0.1% | +288.0% | 0.019% | |
4/12/2024 | Worth Asset Management LLC | 9,151 | $653K | 0.4% | N/A | 0.004% | |
4/12/2024 | Whitaker Myers Wealth Managers LTD. | 13,742 | $980K | 0.4% | +61.8% | 0.006% | |
4/12/2024 | Ignite Planners LLC | 2,868 | $202K | 0.1% | N/A | 0.001% | |
4/12/2024 | Harbor Investment Advisory LLC | 3,051 | $218K | 0.0% | +306.3% | 0.001% | |
4/12/2024 | Global Assets Advisory LLC | 46,512 | $3.32M | 0.0% | N/A | 0.022% | |
4/11/2024 | Ballentine Partners LLC | 146,960 | $10.49M | 0.2% | -4.0% | 0.069% | |
4/11/2024 | Paragon Capital Management Ltd | 31,428 | $2.24M | 0.4% | -1.3% | 0.015% | |
4/11/2024 | Rye Brook Capital LLC | 319,600 | $22.80M | 13.4% | +0.2% | 0.150% | |
4/11/2024 | SignalPoint Asset Management LLC | 6,299 | $449K | 0.1% | N/A | 0.003% | |
4/11/2024 | 17 Capital Partners LLC | 2,900 | $207K | 0.2% | N/A | 0.001% | |
4/11/2024 | RFG Advisory LLC | 18,925 | $1.35M | 0.0% | +104.4% | 0.009% | |
4/11/2024 | Financiere des Professionnels Fonds d investissement inc. | 160,000 | $11.42M | 0.9% | +42.9% | 0.075% | |
4/10/2024 | Park Avenue Securities LLC | 48,545 | $3.46M | 0.0% | +80.8% | 0.023% | |
4/10/2024 | Bank of New Hampshire | 1,480 | $106K | 0.0% | +64.4% | 0.001% | |
4/10/2024 | Banque Cantonale Vaudoise | 8,722 | $622K | 0.0% | +14.5% | 0.004% | |
4/10/2024 | EWG Elevate Inc. | 3,077 | $220K | 0.1% | N/A | 0.001% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 19,937 | $1.42M | 0.0% | -2.0% | 0.009% | |
4/5/2024 | Insight Wealth Strategies LLC | 87,209 | $6.22M | 0.9% | N/A | 0.041% | |
4/5/2024 | CWM LLC | 2,183 | $156K | 0.0% | +43.4% | 0.001% | |
4/4/2024 | Boltwood Capital Management | 5,100 | $364K | 0.1% | +61.9% | 0.002% | |
4/3/2024 | Dentgroup LLC | 2,956 | $211K | 0.2% | N/A | 0.001% | |
3/22/2024 | PNC Financial Services Group Inc. | 260,322 | $16.70M | 0.0% | -11.5% | 0.122% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 5,769 | $370K | 0.0% | -18.8% | 0.003% | |
3/5/2024 | Fisher Asset Management LLC | 987,106 | $63.31M | 0.0% | -3.7% | 0.463% | |
3/5/2024 | Greenwood Capital Associates LLC | 141,763 | $9.09M | 1.2% | +8.3% | 0.066% | |
2/29/2024 | Quintet Private Bank Europe S.A. | 29,606 | $1.90M | 0.1% | +26.0% | 0.014% | |
2/28/2024 | EP Wealth Advisors LLC | 1,824 | $117K | 0.0% | -21.0% | 0.001% | |
2/26/2024 | Integrated Advisors Network LLC | 8,401 | $539K | 0.0% | +5.3% | 0.004% | |
2/22/2024 | Sun Life Financial Inc. | 108,389 | $6.95M | 0.4% | +8.2% | 0.051% | |
2/20/2024 | GLOBALT Investments LLC GA | 9,933 | $637K | 0.0% | N/A | 0.005% | |
2/16/2024 | Burford Brothers Inc. | 7,710 | $495K | 0.3% | N/A | 0.004% | |
2/15/2024 | Greytown Advisors Inc. | 132,576 | $8.50M | 4.5% | -13.4% | 0.062% | |
2/15/2024 | Black Maple Capital Management LP | 37,334 | $2.40M | 2.0% | +35.6% | 0.018% | |
2/15/2024 | Board of Trustees of The Leland Stanford Junior University | 2,163,204 | $138.75M | 9.0% | +65.7% | 1.014% | |
2/14/2024 | LM Advisors LLC | 14,242 | $913K | 0.2% | N/A | 0.007% | |
2/14/2024 | Barometer Capital Management Inc. | 9,920 | $636K | 0.2% | +978.3% | 0.005% | |
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2/14/2024 | Mmbg Investment Advisors CO. | 29,844 | $1.91M | 0.2% | +4.4% | 0.014% | |
2/14/2024 | Cresset Asset Management LLC | 324,884 | $20.84M | 0.1% | -1.6% | 0.152% | |
2/14/2024 | EHP Funds Inc. | 10,300 | $661K | 0.2% | +106.0% | 0.005% | |
2/14/2024 | Connectus Wealth LLC | 376,565 | $24.18M | 0.5% | -25.5% | 0.177% | |
2/14/2024 | Schroder Investment Management Group | 444,437 | $28.51M | 0.0% | +25.2% | 0.208% | |
2/14/2024 | Prudential PLC | 6,595 | $423K | 0.0% | -87.5% | 0.003% | |
2/14/2024 | Azimuth Capital Investment Management LLC | 177,895 | $11.41M | 0.5% | -1.6% | 0.083% | |
2/14/2024 | Angeles Investment Advisors LLC | 1,182,500 | $75.85M | 4.6% | +58.5% | 0.554% | |
2/13/2024 | Optiver Holding B.V. | 4,574 | $293K | 0.0% | N/A | 0.002% | |
2/13/2024 | Burgundy Asset Management Ltd. | 32,546 | $2.09M | 0.0% | N/A | 0.015% | |