4/29/2024 | RWA Wealth Partners LLC | 10,406 | $335K | 0.0% | -5.0% | 0.032% | |
4/27/2024 | Millburn Ridgefield Corp | 287,796 | $9.26M | 0.3% | +11.0% | 0.872% | |
4/22/2024 | Strategic Financial Concepts LLC | 31,363 | $1.01M | 0.2% | N/A | 0.095% | |
4/22/2024 | Nilsine Partners LLC | 66,704 | $2.15M | 0.3% | -62.4% | 0.202% | |
4/15/2024 | Whitcomb & Hess Inc. | 260,911 | $8.39M | 2.7% | +0.5% | 1.014% | |
3/5/2024 | Fisher Asset Management LLC | 25,134 | $770K | 0.0% | -18.3% | 0.098% | |
|
2/14/2024 | Connectus Wealth LLC | 7,391 | $227K | 0.0% | N/A | 0.029% | |
2/12/2024 | Innealta Capital LLC | 47,860 | $1.47M | 0.7% | N/A | 0.186% | |
2/9/2024 | Sepio Capital LP | 105,886 | $3.24M | 0.3% | -36.2% | 0.412% | |
2/9/2024 | EverSource Wealth Advisors LLC | 3,972 | $122K | 0.0% | -9.9% | 0.015% | |
2/7/2024 | Mount Lucas Management LP | 24,167 | $740K | 0.2% | -6.5% | 0.094% | |
2/7/2024 | National Pension Service | 7,083,691 | $216.90M | 0.3% | +15.8% | 27.531% | |
2/6/2024 | Idaho Trust Bank | 23,621 | $723K | 0.4% | +9.5% | 0.092% | |
2/6/2024 | Millburn Ridgefield Corp | 259,367 | $7.94M | 0.2% | -11.4% | 1.008% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 14,669 | $449K | 0.0% | N/A | 0.057% | |
2/6/2024 | Fisher Asset Management LLC | 25,375 | $777K | 0.0% | -17.5% | 0.099% | |
2/1/2024 | NewSquare Capital LLC | 178,189 | $5.46M | 0.5% | +234.8% | 0.693% | |
2/1/2024 | RWA Wealth Partners LLC | 10,952 | $335K | 0.0% | N/A | 0.043% | |
1/29/2024 | Perigon Wealth Management LLC | 27,109 | $830K | 0.0% | N/A | 0.105% | |
1/24/2024 | Nilsine Partners LLC | 177,531 | $5.44M | 0.8% | -1.6% | 0.690% | |
1/23/2024 | DAVENPORT & Co LLC | 27,020 | $827K | 0.0% | -9.8% | 0.105% | |
1/18/2024 | Global Retirement Partners LLC | 2,072 | $61K | 0.0% | +5,500.0% | 0.008% | |
1/17/2024 | Whitcomb & Hess Inc. | 259,540 | $7.95M | 2.7% | -1.2% | 1.009% | |
1/16/2024 | Raymond James & Associates | 70,464 | $2.16M | 0.0% | N/A | 0.274% | |
1/12/2024 | CX Institutional | 1,378 | $42K | 0.0% | -99.7% | 0.005% | |
11/9/2023 | Catalyst Capital Advisors LLC | 292,728 | $8.05M | 0.2% | -29.2% | 1.138% | |
11/9/2023 | UBS Group AG | 191,825 | $5.28M | 0.0% | +6.0% | 0.746% | |
11/8/2023 | HighTower Advisors LLC | 57,784 | $1.59M | 0.0% | +1.1% | 0.225% | |
11/8/2023 | Shayne & Jacobs LLC | 16,722 | $460K | 0.2% | -6.3% | 0.065% | |
11/8/2023 | Sepio Capital LP | 165,880 | $4.56M | 0.4% | +1.4% | 0.645% | |
11/4/2023 | EverSource Wealth Advisors LLC | 4,408 | $121K | 0.0% | +64.5% | 0.017% | |
11/3/2023 | NewSquare Capital LLC | 53,217 | $1.46M | 0.2% | -71.6% | 0.207% | |
11/2/2023 | Millburn Ridgefield Corp | 292,728 | $8.05M | 0.3% | -29.3% | 1.138% | |
11/1/2023 | Nilsine Partners LLC | 180,391 | $4.96M | 0.8% | +2.1% | 0.701% | |
10/30/2023 | Tradewinds Capital Management LLC | 2,257 | $62K | 0.0% | -99.8% | 0.009% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 19,005 | $523K | 0.0% | N/A | 0.074% | |
10/18/2023 | Whitcomb & Hess Inc. | 262,771 | $7.23M | 2.7% | +0.9% | 1.021% | |
10/18/2023 | CX Institutional | 536,869 | $14.76M | 0.8% | +9.4% | 2.087% | |
10/17/2023 | Founders Financial Securities LLC | 66,624 | $1.83M | 0.2% | +8.8% | 0.259% | |
10/13/2023 | SG Americas Securities LLC | 16,213 | $446K | 0.0% | N/A | 0.063% | |
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10/11/2023 | Polaris Wealth Advisory Group LLC | 38,216 | $1.05M | 0.1% | -4.8% | 0.149% | |
10/10/2023 | National Bank of Canada FI | 13,849 | $370K | 0.0% | N/A | 0.054% | |
8/22/2023 | Idaho Trust Bank | 21,431 | $619K | 0.4% | N/A | 0.083% | |
8/14/2023 | American Trust | 117,259 | $3.39M | 0.2% | N/A | 0.456% | |
8/14/2023 | Mount Lucas Management LP | 26,250 | $759K | 0.3% | -2.1% | 0.102% | |
8/11/2023 | Cibc World Market Inc. | 233,082 | $6.74M | 0.0% | -7.0% | 0.906% | |
8/11/2023 | Natixis | 276,523 | $7.97M | 0.1% | -16.1% | 1.075% | |
8/11/2023 | Founders Financial Securities LLC | 61,237 | $1.77M | 0.2% | N/A | 0.238% | |
8/8/2023 | Fisher Asset Management LLC | 33,270 | $962K | 0.0% | -1.2% | 0.165% | |
8/8/2023 | Catalyst Capital Advisors LLC | 413,351 | $11.95M | 0.3% | +10.4% | 2.049% | |
8/8/2023 | AlphaCentric Advisors LLC | 4,585 | $133K | 0.1% | -11.9% | 0.023% | |
8/8/2023 | Sepio Capital LP | 163,535 | $4.73M | 0.4% | +1.7% | 0.811% | |
8/7/2023 | Polaris Wealth Advisory Group LLC | 40,160 | $1.16M | 0.1% | +1.3% | 0.199% | |
8/4/2023 | Advisors Preferred LLC | 1,431 | $41K | 0.0% | N/A | 0.007% | |
8/3/2023 | Bank of Nova Scotia | 410,750 | $11.87M | 0.0% | -45.2% | 2.036% | |
8/3/2023 | NewSquare Capital LLC | 187,288 | $5.41M | 0.6% | N/A | 0.929% | |
7/31/2023 | LPL Financial LLC | 28,983 | $838K | 0.0% | N/A | 0.144% | |
7/21/2023 | Millburn Ridgefield Corp | 413,956 | $11.96M | 0.4% | +10.4% | 2.052% | |
7/21/2023 | Nilsine Partners LLC | 176,615 | $5.10M | 0.8% | N/A | 0.876% | |
7/20/2023 | Tradewinds Capital Management LLC | 986,162 | $28.50M | 8.9% | N/A | 4.889% | |
7/20/2023 | DAVENPORT & Co LLC | 29,890 | $864K | 0.0% | N/A | 0.148% | |
7/12/2023 | EWG Elevate Inc. | 120,017 | $3.47M | 1.4% | N/A | 0.595% | |
7/12/2023 | Trust Co. of Oklahoma | 15,683 | $453K | 0.2% | N/A | 0.078% | |
7/7/2023 | Whitcomb & Hess Inc. | 260,487 | $7.53M | 2.7% | -0.9% | 1.291% | |
5/15/2023 | Catalyst Capital Advisors LLC | 374,445 | $10.44M | 0.3% | -9.4% | 1.796% | |
5/12/2023 | Global Endowment Management LP | 63,970 | $1.78M | 0.2% | +72.9% | 0.307% | |
5/12/2023 | AlphaCentric Advisors LLC | 5,205 | $145K | 0.1% | N/A | 0.025% | |
5/11/2023 | EverSource Wealth Advisors LLC | 2,838 | $79K | 0.0% | N/A | 0.014% | |
5/10/2023 | Sepio Capital LP | 160,824 | $4.48M | 0.4% | N/A | 0.771% | |
5/4/2023 | CX Institutional | 362,894 | $10.13M | 0.5% | +6.6% | 1.740% | |
5/3/2023 | Polaris Wealth Advisory Group LLC | 39,653 | $1.11M | 0.1% | -1.3% | 0.190% | |
5/3/2023 | Integrated Wealth Concepts LLC | 26,616 | $742K | 0.0% | N/A | 0.128% | |
5/1/2023 | Fisher Asset Management LLC | 33,670 | $938K | 0.0% | -5.3% | 0.161% | |
5/1/2023 | Truadvice LLC | 35,003 | $1M | 0.4% | N/A | 0.168% | |
4/28/2023 | SG Americas Securities LLC | 23,408 | $652K | 0.0% | +10.3% | 0.112% | |
4/25/2023 | Millburn Ridgefield Corp | 374,832 | $10.45M | 0.4% | -9.4% | 1.798% | |
4/19/2023 | Whitcomb & Hess Inc. | 262,837 | $7.33M | 2.8% | -1.4% | 1.261% | |
4/18/2023 | Donald L. Hagan LLC | 8,053 | $224K | 0.1% | N/A | 0.039% | |
4/14/2023 | Raymond James & Associates | 18,617 | $519K | 0.0% | +19.4% | 0.089% | |
4/5/2023 | Empowered Funds LLC | 104,953 | $2.93M | 0.2% | N/A | 0.503% | |
3/6/2023 | OLD Mission Capital LLC | 47,905 | $1.16M | 0.0% | -32.1% | 0.230% | |
2/15/2023 | Flow Traders U.S. LLC | 212,365 | $5.14M | 0.3% | N/A | 1.019% | |
2/9/2023 | HighTower Advisors LLC | 60,308 | $1.45M | 0.0% | N/A | 0.289% | |
2/8/2023 | Shayne & CO. LLC | 17,854 | $432K | 0.2% | -5.7% | 0.086% | |
2/7/2023 | Catalyst Capital Advisors LLC | 413,112 | $9.99M | 0.3% | +6.7% | 1.981% | |
2/7/2023 | LPL Financial LLC | 241,347 | $5.84M | 0.0% | -3.1% | 1.158% | |
2/3/2023 | CX Institutional | 340,353 | $8.23M | 0.5% | +35.3% | 1.632% | |
2/3/2023 | Fisher Asset Management LLC | 35,544 | $859K | 0.0% | -27.0% | 0.170% | |
2/2/2023 | SG Americas Securities LLC | 21,228 | $513K | 0.0% | +261.1% | 0.102% | |
1/20/2023 | Whitcomb & Hess Inc. | 266,473 | $6.44M | 2.6% | +3.5% | 1.278% | |
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1/20/2023 | Millburn Ridgefield Corp | 413,663 | $10.00M | 0.4% | +6.9% | 1.984% | |
1/19/2023 | Polaris Wealth Advisory Group LLC | 40,171 | $1.04M | 0.1% | +1.5% | 0.193% | |
11/14/2022 | Zacks Investment Management | 68,267 | $1.35M | 0.0% | N/A | 0.342% | |
11/14/2022 | OLD Mission Capital LLC | 70,552 | $1.40M | 0.0% | -74.7% | 0.354% | |
11/14/2022 | Hsbc Holdings PLC | 18,854 | $374K | 0.0% | -38.1% | 0.095% | |
11/8/2022 | Catalyst Capital Advisors LLC | 387,032 | $7.67M | 0.3% | +11.2% | 1.940% | |
11/8/2022 | Fisher Asset Management LLC | 48,709 | $965K | 0.0% | -7.3% | 0.244% | |
11/4/2022 | Simplex Trading LLC | 23,504 | $465K | 0.0% | N/A | 0.118% | |
11/4/2022 | CX Institutional | 251,468 | $4.98M | 0.3% | N/A | 1.260% | |
11/3/2022 | Millburn Ridgefield Corp | 387,137 | $7.67M | 0.3% | +11.2% | 1.941% | |