7/23/2025 | LifeSteps Financial Inc. | 97,219 | $279K | 0.2% | +13.6% | 0.257% | |
7/18/2025 | Woodward Diversified Capital LLC | 1,778,286 | $5.10M | 2.6% | +21.7% | 4.709% | |
7/17/2025 | Beacon Capital Management LLC | 19,116 | $55K | 0.0% | +99.8% | 0.051% | |
7/16/2025 | Falcon Wealth Planning | 22,000 | $63K | 0.0% | +83.3% | 0.058% | |
6/27/2025 | Goldman Sachs Group Inc. | 88,463 | $239K | 0.0% | N/A | 0.234% | |
5/20/2025 | Integrity Alliance LLC. | 31,108 | $84K | 0.0% | N/A | 0.082% | |
5/19/2025 | Jane Street Group LLC | 70,247 | $190K | 0.0% | N/A | 0.186% | |
5/16/2025 | Goldman Sachs Group Inc. | 88,463 | $239K | 0.0% | N/A | 0.234% | |
5/16/2025 | Alyeska Investment Group L.P. | 285,000 | $770K | 0.0% | N/A | 0.755% | |
5/15/2025 | Paloma Partners Management Co | 50,000 | $135K | 0.0% | N/A | 0.133% | |
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5/15/2025 | Heights Capital Management Inc. | 238,366 | $644K | 0.3% | N/A | 0.632% | |
5/15/2025 | OMERS ADMINISTRATION Corp | 79,700 | $215K | 0.0% | N/A | 0.211% | |
5/13/2025 | American Century Companies Inc. | 18,840 | $51K | 0.0% | N/A | 0.050% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 25,000 | $68K | 0.0% | N/A | 0.066% | |
5/9/2025 | Liberty Wealth Management LLC | 16,547 | $45K | 0.0% | N/A | 0.044% | |
5/2/2025 | Woodward Diversified Capital LLC | 1,461,113 | $3.95M | 2.8% | +15.2% | 4.222% | |
4/30/2025 | Stratos Wealth Partners LTD. | 12,745 | $34K | 0.0% | -42.7% | 0.037% | |
4/28/2025 | Clarity Capital Partners LLC | 14,877 | $40K | 0.0% | -19.9% | 0.043% | |
4/22/2025 | 5T Wealth LLC | 18,001 | $49K | 0.0% | N/A | 0.052% | |
4/22/2025 | Advisor Resource Council | 12,666 | $34K | 0.0% | N/A | 0.037% | |
4/17/2025 | Exchange Traded Concepts LLC | 34,152 | $92K | 0.0% | -48.2% | 0.099% | |
4/14/2025 | Miracle Mile Advisors LLC | 40,000 | $108K | 0.0% | +60.0% | 0.116% | |
2/17/2025 | Squarepoint Ops LLC | 16,859 | $40K | 0.0% | -36.8% | 0.049% | |
2/17/2025 | Two Sigma Investments LP | 41,177 | $97K | 0.0% | -30.9% | 0.119% | |
2/17/2025 | Millennium Management LLC | 150,510 | $355K | 0.0% | -58.8% | 0.436% | |
2/17/2025 | Citadel Advisors LLC | 19,454 | $46K | 0.0% | -66.8% | 0.056% | |
2/13/2025 | Marshall Wace LLP | 156,058 | $368K | 0.0% | +51.4% | 0.452% | |
2/13/2025 | Raymond James Financial Inc. | 17,250 | $41K | 0.0% | N/A | 0.050% | |
2/13/2025 | Renaissance Technologies LLC | 14,551 | $34K | 0.0% | -88.1% | 0.042% | |
2/12/2025 | Geode Capital Management LLC | 303,318 | $716K | 0.0% | -4.1% | 0.878% | |
2/12/2025 | Brown Brothers Harriman & Co. | 14,449 | $34K | 0.0% | -31.4% | 0.042% | |
2/11/2025 | LPL Financial LLC | 94,144 | $222K | 0.0% | +72.3% | 0.273% | |
2/11/2025 | Virtu Financial LLC | 10,454 | $25K | 0.0% | N/A | 0.030% | |
2/6/2025 | Raymond James Financial Inc. | 17,250 | $41K | 0.0% | N/A | 0.050% | |
2/3/2025 | LifeSteps Financial Inc. | 86,970 | $205K | 0.2% | +11.1% | 0.252% | |
1/31/2025 | D.A. Davidson & CO. | 21,779 | $51K | 0.0% | N/A | 0.063% | |
1/28/2025 | Apollon Wealth Management LLC | 16,863 | $40K | 0.0% | +20.4% | 0.049% | |
1/28/2025 | Woodward Diversified Capital LLC | 1,268,305 | $2.99M | 2.2% | -5.6% | 3.672% | |
1/13/2025 | Miracle Mile Advisors LLC | 25,000 | $59K | 0.0% | -37.5% | 0.072% | |
11/16/2024 | Geode Capital Management LLC | 316,160 | $749K | 0.0% | +39.7% | 0.916% | |
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11/15/2024 | XTX Topco Ltd | 24,693 | $59K | 0.0% | N/A | 0.072% | |
11/15/2024 | Point72 Asia Singapore Pte. Ltd. | 15,524 | $37K | 0.0% | -23.0% | 0.045% | |
11/13/2024 | Brown Brothers Harriman & Co. | 21,075 | $50K | 0.0% | +76.2% | 0.061% | |
10/16/2024 | LifeSteps Financial Inc. | 78,255 | $185K | 0.1% | +17.6% | 0.228% | |
10/10/2024 | Exchange Traded Concepts LLC | 65,930 | $156K | 0.0% | +89.0% | 0.192% | |
10/7/2024 | Miracle Mile Advisors LLC | 40,000 | $95K | 0.0% | +33.3% | 0.116% | |
9/16/2024 | Cubist Systematic Strategies LLC | 28,663 | $56K | 0.0% | N/A | 0.083% | |
9/16/2024 | Point72 Asia Singapore Pte. Ltd. | 20,162 | $39K | 0.0% | N/A | 0.059% | |
8/15/2024 | Armistice Capital LLC | 900,000 | $1.76M | 0.0% | N/A | 2.620% | |
8/15/2024 | Affinity Asset Advisors LLC | 100,000 | $195K | 0.0% | N/A | 0.291% | |
8/15/2024 | Point72 Asia Singapore Pte. Ltd. | 20,162 | $39K | 0.0% | N/A | 0.059% | |
8/14/2024 | Cubist Systematic Strategies LLC | 28,663 | $56K | 0.0% | N/A | 0.083% | |
8/12/2024 | Highbridge Capital Management LLC | 631,307 | $1.23M | 0.0% | N/A | 1.838% | |
8/9/2024 | Renaissance Technologies LLC | 63,800 | $124K | 0.0% | -36.5% | 0.186% | |
7/25/2024 | AMG National Trust Bank | 75,351 | $147K | 0.0% | +49.7% | 0.219% | |
7/18/2024 | Miracle Mile Advisors LLC | 30,000 | $58K | 0.0% | N/A | 0.087% | |
7/17/2024 | LifeSteps Financial Inc. | 66,536 | $130K | 0.1% | +50.2% | 0.194% | |
5/10/2024 | Vanguard Group Inc. | 1,023,030 | $6.58M | 0.0% | +2.4% | 3.808% | |
5/9/2024 | SageView Advisory Group LLC | 18,788 | $121K | 0.0% | N/A | 0.070% | |
5/3/2024 | Clarity Capital Partners LLC | 22,666 | $146K | 0.1% | -12.8% | 0.084% | |
4/30/2024 | Woodward Diversified Capital LLC | 1,085,957 | $6.98M | 4.3% | +0.3% | 4.043% | |
4/26/2024 | LifeSteps Financial Inc. | 44,309 | $285K | 0.2% | +26.6% | 0.165% | |
2/20/2024 | Clarity Capital Partners LLC | 26,005 | $364K | 0.3% | N/A | 0.097% | |
2/14/2024 | Woodward Diversified Capital LLC | 1,082,270 | $15.16M | 9.6% | +2,326.2% | 4.050% | |
2/13/2024 | Tower Research Capital LLC TRC | 2,956 | $41K | 0.0% | +216.1% | 0.011% | |
2/6/2024 | Apollon Wealth Management LLC | 14,006 | $196K | 0.0% | N/A | 0.052% | |
2/1/2024 | New York State Common Retirement Fund | 6,461 | $91K | 0.0% | +17.6% | 0.024% | |
1/24/2024 | Provident Wealth Management LLC | 157,137 | $2.20M | 1.0% | -53.1% | 0.588% | |
1/19/2024 | LifeSteps Financial Inc. | 35,008 | $490K | 0.4% | +6.7% | 0.131% | |
1/18/2024 | Blue Trust Inc. | 9,237 | $129K | 0.0% | N/A | 0.035% | |
1/17/2024 | San Luis Wealth Advisors LLC | 23,259 | $326K | 0.1% | N/A | 0.087% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 13,627 | $191K | 0.0% | N/A | 0.051% | |
1/12/2024 | SG Americas Securities LLC | 9,605 | $135K | 0.0% | +45.4% | 0.036% | |
1/12/2024 | Advisor Resource Council | 16,666 | $233K | 0.0% | N/A | 0.062% | |
1/11/2024 | Whittier Trust Co. of Nevada Inc. | 7,141 | $100K | 0.0% | N/A | 0.027% | |
1/11/2024 | KWB Wealth | 23,327 | $327K | 0.0% | N/A | 0.087% | |
1/11/2024 | Falcon Wealth Planning | 12,000 | $168K | 0.0% | +20.0% | 0.045% | |
1/5/2024 | Exchange Traded Concepts LLC | 6,201 | $87K | 0.0% | +34.0% | 0.023% | |
12/18/2023 | Vanguard Group Inc. | 980,993 | $24.03M | 0.0% | +1,660.1% | 3.672% | |
11/9/2023 | One Capital Management LLC | 11,283 | $276K | 0.0% | N/A | 0.043% | |
11/8/2023 | AMG National Trust Bank | 50,346 | $1.23M | 0.0% | N/A | 0.192% | |
11/8/2023 | D.A. Davidson & CO. | 9,666 | $237K | 0.0% | N/A | 0.037% | |
11/8/2023 | Amalgamated Bank | 1,077 | $26K | 0.0% | +250.8% | 0.004% | |
11/7/2023 | New York State Common Retirement Fund | 5,495 | $135K | 0.0% | +89.5% | 0.021% | |
11/7/2023 | Barclays PLC | 3,384 | $83K | 0.0% | +516.4% | 0.013% | |
11/3/2023 | SteelPeak Wealth LLC | 10,895 | $267K | 0.0% | N/A | 0.042% | |
11/1/2023 | Aspen Investment Management Inc | 11,880 | $290K | 0.2% | N/A | 0.045% | |
10/27/2023 | Whittier Trust Co. | 7,141 | $175K | 0.0% | N/A | 0.027% | |
10/25/2023 | LifeSteps Financial Inc. | 32,817 | $804K | 0.8% | +145.3% | 0.133% | |
10/24/2023 | Bank of New York Mellon Corp | 53,938 | $1.32M | 0.0% | +476.6% | 0.219% | |
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10/19/2023 | Provident Wealth Management LLC | 335,263 | $8.21M | 4.0% | N/A | 1.359% | |
10/13/2023 | SG Americas Securities LLC | 6,605 | $162K | 0.0% | N/A | 0.027% | |
10/11/2023 | AE Wealth Management LLC | 194,875 | $4.77M | 0.0% | +1,370.0% | 0.790% | |
10/5/2023 | Falcon Wealth Planning | 10,000 | $245K | 0.1% | N/A | 0.041% | |
8/4/2023 | American International Group Inc. | 1,332 | $44K | 0.0% | N/A | 0.005% | |
8/4/2023 | Atlas Private Wealth Advisors | 6,120 | $200K | 0.0% | N/A | 0.024% | |
7/28/2023 | Hohimer Wealth Management LLC | 24,640 | $806K | 0.2% | -45.2% | 0.095% | |
7/20/2023 | Global Retirement Partners LLC | 2,500 | $82K | 0.0% | N/A | 0.010% | |
7/20/2023 | Exchange Traded Concepts LLC | 4,442 | $145K | 0.0% | N/A | 0.018% | |
7/17/2023 | Dubuque Bank & Trust Co. | 9,328 | $305K | 0.0% | N/A | 0.038% | |