5/20/2025 | Focus Partners Wealth | 20,474 | $430K | 0.0% | -7.9% | 0.131% | |
5/16/2025 | Jones Financial Companies Lllp | 96,397 | $2.02M | 0.0% | +479.9% | 0.619% | |
5/16/2025 | Integrated Wealth Concepts LLC | 20,630 | $433K | 0.0% | +6.1% | 0.132% | |
5/15/2025 | Royal Bank of Canada | 73,322 | $1.54M | 0.0% | -1.0% | 0.471% | |
5/14/2025 | CW Advisors LLC | 41,635 | $874K | 0.0% | N/A | 0.267% | |
5/14/2025 | Flow Traders U.S. LLC | 98,564 | $2.07M | 0.1% | -25.3% | 0.633% | |
5/13/2025 | HighTower Advisors LLC | 16,286 | $342K | 0.0% | +15.7% | 0.105% | |
5/8/2025 | Clearwater Capital Advisors LLC | 113,722 | $2.39M | 0.2% | -2.9% | 0.730% | |
5/8/2025 | Banque Cantonale Vaudoise | 2,603 | $55K | 0.0% | N/A | 0.017% | |
5/7/2025 | LPL Financial LLC | 200,910 | $4.22M | 0.0% | -2.0% | 1.290% | |
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5/6/2025 | Cetera Investment Advisers | 33,171 | $696K | 0.0% | +14.6% | 0.213% | |
5/6/2025 | Avantax Advisory Services Inc. | 9,894 | $208K | 0.0% | +6.5% | 0.064% | |
5/2/2025 | SBI Securities Co. Ltd. | 6,781 | $142K | 0.0% | +15.5% | 0.045% | |
5/1/2025 | CWM LLC | 40,299 | $846K | 0.0% | -3.2% | 0.265% | |
4/29/2025 | Envestnet Asset Management Inc. | 29,083 | $610K | 0.0% | +7.2% | 0.191% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 295,152 | $6.26M | 0.0% | +28.5% | 1.939% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 2,504 | $53K | 0.0% | -22.9% | 0.016% | |
4/23/2025 | Archford Capital Strategies LLC | 11,261 | $236K | 0.0% | -4.5% | 0.074% | |
4/23/2025 | Oppenheimer & Co. Inc. | 53,677 | $1.13M | 0.0% | -54.4% | 0.353% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 19,410 | $407K | 0.0% | -26.5% | 0.128% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 15,802 | $332K | 0.0% | +14.1% | 0.106% | |
4/11/2025 | Insight Advisors LLC PA | 24,172 | $507K | 0.1% | -15.8% | 0.165% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 13,852 | $332K | 0.0% | N/A | 0.095% | |
3/6/2025 | Wood Tarver Financial Group LLC | 4,114 | $98K | 0.0% | N/A | 0.028% | |
2/18/2025 | GTS Securities LLC | 21,060 | $505K | 0.0% | +17.0% | 0.145% | |
2/17/2025 | Two Sigma Investments LP | 35,700 | $855K | 0.0% | N/A | 0.245% | |
2/17/2025 | Focus Partners Wealth | 22,220 | $532K | 0.0% | +16.3% | 0.153% | |
2/17/2025 | Cubist Systematic Strategies LLC | 12,085 | $290K | 0.0% | N/A | 0.083% | |
2/17/2025 | Cetera Investment Advisers | 28,936 | $693K | 0.0% | -9.8% | 0.199% | |
2/17/2025 | Bank of America Corp DE | 365,564 | $8.76M | 0.0% | -23.8% | 2.509% | |
2/14/2025 | Integrated Wealth Concepts LLC | 19,440 | $466K | 0.0% | +14.5% | 0.133% | |
2/14/2025 | Freedom Investment Management Inc. | 16,903 | $405K | 0.0% | -2.8% | 0.116% | |
2/14/2025 | GeoWealth Management LLC | 1,044 | $25K | 0.0% | -27.2% | 0.007% | |
2/13/2025 | Marshall Wace LLP | 32,251 | $773K | 0.0% | N/A | 0.221% | |
2/13/2025 | NewEdge Advisors LLC | 4,092 | $98K | 0.0% | -24.5% | 0.028% | |
2/13/2025 | Fernwood Investment Management LLC | 45,635 | $1.09M | 0.4% | -2.9% | 0.313% | |
2/13/2025 | Raymond James Financial Inc. | 57,167 | $1.37M | 0.0% | N/A | 0.392% | |
2/13/2025 | Envestnet Asset Management Inc. | 27,129 | $650K | 0.0% | +70.7% | 0.186% | |
2/13/2025 | Wells Fargo & Company MN | 115,590 | $2.77M | 0.0% | +24.3% | 0.793% | |
2/12/2025 | OLD Mission Capital LLC | 12,399 | $297K | 0.0% | -78.8% | 0.085% | |
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2/12/2025 | JPMorgan Chase & Co. | 6,657 | $160K | 0.0% | +12.7% | 0.046% | |
2/11/2025 | LPL Financial LLC | 204,977 | $4.91M | 0.0% | -3.6% | 1.407% | |
2/11/2025 | Runnymede Capital Advisors Inc. | 1,985 | $48K | 0.0% | N/A | 0.014% | |
2/10/2025 | Clearwater Capital Advisors LLC | 117,154 | $2.81M | 0.3% | +6.2% | 0.804% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 3,247 | $78K | 0.0% | -76.1% | 0.022% | |
2/10/2025 | Harbour Investments Inc. | 1,331 | $32K | 0.0% | -59.2% | 0.009% | |
2/10/2025 | Commonwealth Equity Services LLC | 23,794 | $570K | 0.0% | -4.4% | 0.163% | |
2/10/2025 | Avantax Advisory Services Inc. | 9,289 | $223K | 0.0% | -14.0% | 0.064% | |
2/7/2025 | HighTower Advisors LLC | 14,079 | $337K | 0.0% | +11.9% | 0.097% | |
2/7/2025 | Independent Advisor Alliance | 69,313 | $1.66M | 0.0% | N/A | 0.476% | |
2/7/2025 | Daiwa Securities Group Inc. | 100,000 | $2.40M | 0.0% | -50.0% | 0.686% | |
2/7/2025 | PNC Financial Services Group Inc. | 23,415 | $561K | 0.0% | -5.5% | 0.161% | |
2/6/2025 | Raymond James Financial Inc. | 57,167 | $1.37M | 0.0% | N/A | 0.392% | |
2/6/2025 | SBI Securities Co. Ltd. | 5,870 | $141K | 0.0% | N/A | 0.040% | |
2/6/2025 | Jones Financial Companies Lllp | 16,622 | $398K | 0.0% | +14.5% | 0.114% | |
2/5/2025 | Oppenheimer & Co. Inc. | 117,656 | $2.82M | 0.0% | -13.7% | 0.808% | |
1/31/2025 | Sanctuary Advisors LLC | 20,900 | $538K | 0.0% | +10.2% | 0.143% | |
1/31/2025 | Macroview Investment Management LLC | 11,515 | $276K | 0.3% | -6.4% | 0.079% | |
1/31/2025 | Sierra Ocean LLC | 3,830 | $92K | 0.1% | N/A | 0.026% | |
1/27/2025 | Insight Advisors LLC PA | 28,692 | $692K | 0.1% | -19.7% | 0.197% | |
1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 229,725 | $5.55M | 0.0% | +16.9% | 1.577% | |
1/27/2025 | Bank Hapoalim BM | 12,130 | $291K | 0.0% | -27.5% | 0.083% | |
1/27/2025 | James J. Burns & Company LLC | 9,297 | $222K | 0.0% | N/A | 0.064% | |
1/21/2025 | Archford Capital Strategies LLC | 11,786 | $282K | 0.0% | -62.6% | 0.081% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 13,940 | $334K | 0.0% | N/A | 0.096% | |
12/26/2024 | JPMorgan Chase & Co. | 5,908 | $121K | 0.0% | -42.1% | 0.038% | |
11/25/2024 | Sanctuary Advisors LLC | 18,972 | $390K | 0.0% | -4.6% | 0.122% | |
11/15/2024 | Main Management LLC | 2,125 | $44K | 0.0% | -55.2% | 0.014% | |
11/15/2024 | Jane Street Group LLC | 99,402 | $2.04M | 0.0% | +262.1% | 0.640% | |
11/15/2024 | HighTower Advisors LLC | 12,582 | $257K | 0.0% | +13.5% | 0.081% | |
11/14/2024 | Flow Traders U.S. LLC | 49,286 | $1.01M | 0.1% | -54.9% | 0.317% | |
11/14/2024 | Captrust Financial Advisors | 10,235 | $210K | 0.0% | -34.7% | 0.066% | |
11/13/2024 | Daiwa Securities Group Inc. | 200,000 | $4.11M | 0.0% | -50.0% | 1.288% | |
11/6/2024 | Oppenheimer & Co. Inc. | 136,283 | $2.80M | 0.0% | -8.4% | 0.878% | |
11/2/2024 | Covestor Ltd | 1,456 | $30K | 0.0% | -27.2% | 0.009% | |
10/29/2024 | Fernwood Investment Management LLC | 47,020 | $966K | 0.3% | -8.2% | 0.298% | |
10/28/2024 | Pursue Wealth Partners LLC | 12,130 | $249K | 0.1% | -29.2% | 0.076% | |
10/28/2024 | Bank Hapoalim BM | 16,735 | $344K | 0.1% | -41.3% | 0.105% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 196,512 | $4.05M | 0.0% | +61.2% | 1.209% | |
10/22/2024 | Macroview Investment Management LLC | 12,306 | $253K | 0.2% | -15.9% | 0.076% | |
10/11/2024 | Creative Planning | 17,690 | $364K | 0.0% | -7.9% | 0.104% | |
10/8/2024 | CWM LLC | 39,910 | $820K | 0.0% | +8.0% | 0.234% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 46,440 | $954K | 0.0% | N/A | 0.272% | |
9/5/2024 | Sanctuary Advisors LLC | 19,891 | $410K | 0.0% | N/A | 0.099% | |
8/22/2024 | Cetera Investment Advisers | 95,108 | $1.87M | 0.0% | +8.1% | 0.473% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 3,219 | $63K | 0.0% | -17.9% | 0.016% | |
8/16/2024 | Creative Planning | 19,204 | $378K | 0.0% | -6.9% | 0.095% | |
8/9/2024 | Brown Brothers Harriman & Co. | 6,572 | $129K | 0.0% | -18.2% | 0.033% | |
8/8/2024 | Oppenheimer & Co. Inc. | 148,840 | $2.93M | 0.0% | +11.0% | 0.740% | |
8/7/2024 | Daiwa Securities Group Inc. | 400,000 | $7.86M | 0.0% | -75.0% | 1.989% | |
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8/6/2024 | Clearwater Capital Advisors LLC | 124,488 | $2.45M | 0.3% | -4.7% | 0.619% | |
8/2/2024 | Pursue Wealth Partners LLC | 17,130 | $337K | 0.2% | -65.8% | 0.085% | |
7/30/2024 | International Assets Investment Management LLC | 2,700 | $53K | 0.0% | N/A | 0.013% | |
7/29/2024 | Migdal Insurance & Financial Holdings Ltd. | 1,985 | $39K | 0.0% | -74.9% | 0.010% | |
7/23/2024 | Macroview Investment Management LLC | 14,638 | $288K | 0.3% | -34.0% | 0.071% | |
7/23/2024 | Bank Hapoalim BM | 28,506 | $560K | 0.1% | -30.3% | 0.138% | |
7/17/2024 | First PREMIER Bank | 1,700 | $33K | 0.0% | -60.6% | 0.008% | |
7/16/2024 | Insight Advisors LLC PA | 44,336 | $872K | 0.2% | -22.6% | 0.214% | |
7/10/2024 | CWM LLC | 36,939 | $726K | 0.0% | +27.9% | 0.176% | |
7/5/2024 | HBW Advisory Services LLC | 90,989 | $1.79M | 0.3% | -2.0% | 0.392% | |