2/28/2024 | University of Texas Texas AM Investment Managment Co. | 2,454,017 | $219.27M | 90.4% | -7.4% | 27.982% | |
2/26/2024 | Integrated Advisors Network LLC | 2,360 | $211K | 0.0% | -43.6% | 0.027% | |
2/13/2024 | Angeles Wealth Management LLC | 1,379 | $123K | 0.0% | N/A | 0.016% | |
2/12/2024 | Global Endowment Management LP | 628,283 | $56.14M | 6.3% | -6.0% | 7.164% | |
2/12/2024 | Fortress Wealth Management Inc. | 32,797 | $2.93M | 1.6% | N/A | 0.374% | |
2/9/2024 | Assetmark Inc. | 356 | $32K | 0.0% | +17,700.0% | 0.004% | |
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2/8/2024 | Horizon Family Wealth Inc. | 3,500 | $313K | 0.3% | -18.2% | 0.040% | |
2/7/2024 | Endowment Wealth Management Inc. | 2,394 | $214K | 0.2% | N/A | 0.027% | |
2/6/2024 | Private Advisor Group LLC | 4,830 | $432K | 0.0% | +50.0% | 0.055% | |
1/16/2024 | Alaska Wealth Advisors | 164,714 | $14.72M | 2.5% | +5.2% | 1.878% | |
1/16/2024 | Alaska Permanent Capital Management | 410,172 | $36.63M | 3.0% | +0.9% | 4.677% | |
1/11/2024 | Rockland Trust Co. | 2,438 | $218K | 0.0% | -37.9% | 0.028% | |
1/9/2024 | Versant Capital Management Inc | 1,823 | $163K | 0.0% | -27.7% | 0.021% | |
11/15/2023 | JPMorgan Chase & Co. | 3,948,560 | $307.12M | 0.0% | +2.9% | 45.023% | |
11/13/2023 | Mariner LLC | 10,402 | $809K | 0.0% | N/A | 0.119% | |
11/13/2023 | LPL Financial LLC | 61,203 | $4.76M | 0.0% | N/A | 0.698% | |
11/9/2023 | University of Texas Texas AM Investment Managment Co. | 2,649,388 | $206.07M | 91.3% | +3.5% | 30.210% | |
11/8/2023 | HighTower Advisors LLC | 343,823 | $26.75M | 0.0% | -2.1% | 3.920% | |
10/31/2023 | Alaska Permanent Capital Management | 406,406 | $31.60M | 2.8% | +10.9% | 4.634% | |
10/31/2023 | Alaska Wealth Advisors | 156,508 | $12.17M | 1.9% | +6.8% | 1.785% | |
10/26/2023 | Rockland Trust Co. | 3,927 | $305K | 0.0% | -47.5% | 0.045% | |
10/24/2023 | IAG Wealth Partners LLC | 13,363 | $1.04M | 0.3% | +3.6% | 0.152% | |
8/11/2023 | Horizon Family Wealth Inc. | 4,277 | $361K | 0.3% | -3.7% | 0.049% | |
8/11/2023 | JPMorgan Chase & Co. | 3,837,890 | $324.03M | 0.0% | -0.1% | 43.762% | |
8/10/2023 | IAG Wealth Partners LLC | 12,903 | $1.09M | 0.3% | +16.6% | 0.147% | |
8/10/2023 | Private Advisor Group LLC | 3,155 | $266K | 0.0% | N/A | 0.036% | |
8/4/2023 | University of Texas Texas AM Investment Managment Co. | 2,560,948 | $216.22M | 83.6% | -3.5% | 29.201% | |
7/28/2023 | Alaska Wealth Advisors | 146,576 | $12.38M | 2.0% | -30.5% | 1.632% | |
7/28/2023 | Alaska Permanent Capital Management | 366,445 | $30.94M | 2.6% | -25.5% | 4.081% | |
7/27/2023 | Rockland Trust Co. | 7,477 | $631K | 0.0% | -11.4% | 0.083% | |
7/14/2023 | Integrated Advisors Network LLC | 4,183 | $353K | 0.0% | -70.7% | 0.047% | |
7/10/2023 | Versant Capital Management Inc | 2,448 | $207K | 0.1% | N/A | 0.027% | |
5/22/2023 | University of Texas Texas AM Investment Managment Co. | 2,654,694 | $220.05M | 84.5% | +4.7% | 29.562% | |
5/12/2023 | GeoWealth Management LLC | 7,061 | $588K | 0.1% | +4.9% | 0.079% | |
5/12/2023 | Global Endowment Management LP | 593,824 | $49.22M | 5.2% | +3.9% | 6.613% | |
5/12/2023 | HighTower Advisors LLC | 357,620 | $29.64M | 0.1% | +18.0% | 3.982% | |
5/9/2023 | Alaska Permanent Capital Management | 491,838 | $40.77M | 3.7% | +15.4% | 5.477% | |
5/9/2023 | Alaska Wealth Advisors | 210,952 | $17.49M | 2.9% | +17.4% | 2.349% | |
5/9/2023 | Tower Research Capital LLC TRC | 13,298 | $1.10M | 0.0% | +17.6% | 0.148% | |
5/8/2023 | Integrated Advisors Network LLC | 14,283 | $1.18M | 0.1% | +226.1% | 0.159% | |
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5/8/2023 | Horizon Family Wealth Inc. | 4,441 | $368K | 0.4% | -6.7% | 0.049% | |
5/3/2023 | Integrated Wealth Concepts LLC | 4,647 | $385K | 0.0% | -18.5% | 0.044% | |
4/25/2023 | IAG Wealth Partners LLC | 11,067 | $917K | 0.3% | +3.8% | 0.105% | |
4/24/2023 | Penserra Capital Management LLC | 2,107 | $174K | 0.0% | N/A | 0.020% | |
2/13/2023 | Global Endowment Management LP | 571,320 | $46.62M | 5.2% | +7.4% | 0.000% | |
2/13/2023 | Integrated Wealth Concepts LLC | 5,703 | $465K | 0.0% | -32.5% | 0.000% | |
2/13/2023 | JPMorgan Chase & Co. | 5,289,412 | $431.62M | 0.1% | -0.5% | 0.000% | |
2/10/2023 | Assetmark Inc. | 1,109 | $90K | 0.0% | +2,540.5% | 0.000% | |
2/9/2023 | HighTower Advisors LLC | 302,990 | $24.74M | 0.1% | +6.8% | 0.000% | |
2/8/2023 | IAG Wealth Partners LLC | 10,661 | $870K | 0.3% | +19.8% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 6,095 | $497K | 0.0% | -19.2% | 0.000% | |
2/7/2023 | Horizon Family Wealth Inc. | 4,759 | $388K | 0.4% | -56.6% | 0.000% | |
2/3/2023 | U.S. Capital Wealth Advisors LLC | 400 | $33K | 0.0% | N/A | 0.000% | |
2/2/2023 | Integrated Advisors Network LLC | 4,380 | $357K | 0.0% | -76.3% | 0.000% | |
2/1/2023 | Alaska Permanent Capital Management | 426,255 | $34.78M | 3.6% | -1.9% | 0.000% | |
2/1/2023 | Alaska Wealth Advisors | 179,685 | $14.66M | 2.6% | +3.0% | 0.000% | |
1/24/2023 | Rockland Trust Co. | 8,480 | $692K | 0.0% | +43.4% | 0.000% | |
1/12/2023 | Mutual Advisors LLC | 2,746 | $224K | 0.0% | N/A | 0.000% | |
11/16/2022 | CreativeOne Wealth LLC | 18,933 | $1.48M | 0.1% | +6.9% | 0.000% | |
11/15/2022 | University of Texas Texas AM Investment Managment Co. | 2,708,621 | $212.25M | 79.5% | +24.5% | 0.000% | |
11/10/2022 | Tower Research Capital LLC TRC | 2,951 | $231K | 0.0% | +1,001.1% | 0.000% | |
11/8/2022 | Integrated Advisors Network LLC | 18,500 | $1.45M | 0.1% | -12.9% | 0.000% | |
11/2/2022 | Victory Capital Management Inc. | 299,292 | $23.45M | 0.0% | +490.4% | 0.000% | |
10/26/2022 | IAG Wealth Partners LLC | 8,897 | $697K | 0.2% | -12.5% | 0.000% | |
10/24/2022 | APCM Wealth Management for Individuals | 174,405 | $13.67M | 2.7% | +3.5% | 0.000% | |
10/24/2022 | Alaska Permanent Capital Management | 434,456 | $34.04M | 3.6% | -1.3% | 0.000% | |
10/19/2022 | Rockland Trust Co. | 5,912 | $463K | 0.0% | -4.9% | 0.000% | |
8/13/2022 | Flow Traders U.S. LLC | 41,229 | $3.62M | 0.2% | N/A | 0.000% | |
8/12/2022 | Integrated Advisors Network LLC | 21,250 | $1.87M | 0.1% | +4.9% | 0.000% | |
8/12/2022 | Global Endowment Management LP | 531,890 | $46.72M | 4.1% | +27.4% | 0.000% | |
8/11/2022 | JPMorgan Chase & Co. | 6,480,802 | $569.21M | 0.1% | -10.2% | 0.000% | |
8/8/2022 | Integrated Wealth Concepts LLC | 10,330 | $907K | 0.0% | +9.8% | 0.000% | |
8/5/2022 | OLD Mission Capital LLC | 3,591 | $315K | 0.0% | -37.3% | 0.000% | |
8/5/2022 | Horizon Family Wealth Inc. | 10,937 | $961K | 1.1% | -4.1% | 0.000% | |
8/4/2022 | University of Texas Texas AM Investment Managment Co. | 2,175,631 | $191.09M | 82.7% | +52.9% | 0.000% | |
8/4/2022 | Northwestern Mutual Wealth Management Co. | 1,420 | $125K | 0.0% | +8.1% | 0.000% | |
8/3/2022 | IAG Wealth Partners LLC | 10,170 | $893K | 0.3% | N/A | 0.000% | |
8/1/2022 | Victory Capital Management Inc. | 50,694 | $4.45M | 0.0% | -53.3% | 0.000% | |
7/19/2022 | Commonwealth Equity Services LLC | 6,725 | $590K | 0.0% | N/A | 0.000% | |
7/15/2022 | APCM Wealth Management for Individuals | 168,448 | $14.80M | 3.0% | -0.9% | 0.000% | |
7/15/2022 | Alaska Permanent Capital Management | 440,337 | $38.67M | 3.9% | -7.4% | 0.000% | |
7/13/2022 | Rockland Trust Co. | 6,217 | $546K | 0.0% | -16.2% | 0.000% | |
6/2/2022 | Mirae Asset Global Investments Co. Ltd. | 39,700 | $4.22M | 0.0% | -81.3% | 0.000% | |
5/13/2022 | Global Endowment Management LP | 417,390 | $44.41M | 3.2% | +4.8% | 0.000% | |
5/12/2022 | Integrated Wealth Concepts LLC | 9,409 | $1.00M | 0.0% | -13.8% | 0.000% | |
5/12/2022 | HighTower Advisors LLC | 386,953 | $41.17M | 0.1% | -0.4% | 0.000% | |
5/11/2022 | 55I LLC | 4,020 | $428K | 0.0% | -66.0% | 0.000% | |
5/11/2022 | JPMorgan Chase & Co. | 7,216,054 | $767.79M | 0.1% | -24.7% | 0.000% | |
5/10/2022 | Mirae Asset Global Investments Co. Ltd. | 39,700 | $4.22M | 0.0% | -81.3% | 0.000% | |
5/9/2022 | Northwestern Mutual Wealth Management Co. | 1,313 | $140K | 0.0% | +19.1% | 0.000% | |
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5/9/2022 | Forefront Wealth Management Inc. | 30,275 | $3.22M | 3.2% | -1.5% | 0.000% | |
5/6/2022 | University of Texas Texas AM Investment Managment Co. | 1,422,838 | $151.39M | 78.0% | +64.7% | 0.000% | |
5/6/2022 | Horizon Family Wealth Inc. | 11,399 | $1.21M | 1.2% | -1.0% | 0.000% | |
5/3/2022 | Harel Insurance Investments & Financial Services Ltd. | 310 | $33K | 0.0% | N/A | 0.000% | |
5/2/2022 | Integrated Advisors Network LLC | 20,255 | $2.16M | 0.1% | +81.7% | 0.000% | |
4/18/2022 | Rockland Trust Co. | 7,416 | $789K | 0.1% | -4.4% | 0.000% | |
4/18/2022 | AE Wealth Management LLC | 3,910 | $416K | 0.0% | N/A | 0.000% | |
4/11/2022 | Sound Income Strategies LLC | 489 | $52K | 0.0% | -43.3% | 0.000% | |
4/11/2022 | APCM Wealth Management for Individuals | 169,971 | $18.09M | 3.3% | -1.4% | 0.000% | |
4/8/2022 | Alaska Permanent Capital Management | 475,378 | $50.58M | 4.4% | -6.1% | 0.000% | |