3/1/2024 | Creekmur Asset Management LLC | 6,084 | $0.19M | 0.1% | N/A | 0.001% | |
2/28/2024 | EP Wealth Advisors LLC | 18,634 | $0.59M | 0.0% | -6.1% | 0.004% | |
2/23/2024 | Chicago Partners Investment Group LLC | 588,792 | $18.05M | 0.8% | -0.4% | 0.128% | |
2/22/2024 | Scarborough Advisors LLC | 1,872 | $59K | 0.0% | N/A | 0.000% | |
2/21/2024 | Novak & Powell Financial Services Inc. | 25,550 | $0.81M | 0.5% | N/A | 0.006% | |
2/17/2024 | FIL Ltd | 2,275,703 | $71.72M | 0.1% | +0.9% | 0.496% | |
|
2/16/2024 | Sanibel Captiva Trust Company Inc. | 118,812 | $3.74M | 0.1% | N/A | 0.026% | |
2/16/2024 | Harbour Investments Inc. | 1,106 | $35K | 0.0% | -96.0% | 0.000% | |
2/15/2024 | Horizon Kinetics Asset Management LLC | 37,571 | $1.18M | 0.0% | -9.4% | 0.008% | |
2/15/2024 | Voya Financial Advisors Inc. | 8,223 | $0.26M | 0.0% | -55.6% | 0.002% | |
2/15/2024 | Onex Canada Asset Management Inc. | 343,276 | $10.82M | 1.1% | -35.3% | 0.075% | |
2/15/2024 | Fort Sheridan Advisors LLC | 58,838 | $1.85M | 0.4% | +3.9% | 0.013% | |
2/15/2024 | Bradley Foster & Sargent Inc. CT | 7,423 | $0.23M | 0.0% | -10.4% | 0.002% | |
2/14/2024 | Pathstone Holdings LLC | 10,126 | $0.32M | 0.0% | N/A | 0.002% | |
2/14/2024 | Avenir Corp | 18,796 | $0.59M | 0.1% | -88.5% | 0.004% | |
2/14/2024 | Creative Planning | 61,092 | $1.92M | 0.0% | +2.7% | 0.013% | |
2/14/2024 | Visionary Wealth Advisors | 13,536 | $0.43M | 0.0% | -4.2% | 0.003% | |
2/14/2024 | Capital Fund Management S.A. | 18,600 | $0.59M | 0.0% | -34.0% | 0.004% | |
2/14/2024 | RE Dickinson Investment Advisors LLC | 109,162 | $3.44M | 2.3% | -0.6% | 0.024% | |
2/13/2024 | Envestnet Asset Management Inc. | 11,575 | $0.36M | 0.0% | -40.4% | 0.003% | |
2/13/2024 | Northern Trust Corp | 247,089 | $7.78M | 0.0% | -0.3% | 0.054% | |
2/13/2024 | 1832 Asset Management L.P. | 19,209,097 | $604.89M | 0.9% | +9.6% | 4.187% | |
2/13/2024 | Cetera Advisor Networks LLC | 20,554 | $0.65M | 0.0% | -1.8% | 0.004% | |
2/13/2024 | Crossmark Global Holdings Inc. | 29,515 | $0.93M | 0.0% | -27.6% | 0.006% | |
2/13/2024 | Tower Research Capital LLC TRC | 1,712 | $54K | 0.0% | +199.8% | 0.000% | |
2/13/2024 | Capital World Investors | 35,224,918 | $1.11B | 0.2% | 0.0% | 7.678% | |
2/13/2024 | Lake Street Advisors Group LLC | 1,205,123 | $37.95M | 2.6% | -11.3% | 0.263% | |
2/13/2024 | CIBC Private Wealth Group LLC | 717,870 | $22.61M | 0.0% | -51.9% | 0.156% | |
2/13/2024 | Belpointe Asset Management LLC | 12,011 | $0.38M | 0.0% | +4.7% | 0.003% | |
2/13/2024 | Peapack Gladstone Financial Corp | 51,440 | $1.62M | 0.0% | -7.3% | 0.011% | |
2/13/2024 | CIBC Asset Management Inc | 6,681,918 | $211.26M | 0.8% | +20.0% | 1.457% | |
2/13/2024 | The Manufacturers Life Insurance Company | 11,377,084 | $358.36M | 0.2% | -36.4% | 2.480% | |
2/13/2024 | Rathbones Group PLC | 9,572 | $0.30M | 0.0% | -66.5% | 0.002% | |
2/12/2024 | Bank of Nova Scotia | 3,805,482 | $119.94M | 0.2% | -11.1% | 0.830% | |
2/12/2024 | Scotia Capital Inc. | 5,858,382 | $184.39M | 1.2% | +4.1% | 1.277% | |
2/12/2024 | Gold Investment Management Ltd. | 169,104 | $5.33M | 2.3% | N/A | 0.037% | |
2/12/2024 | Bank of Nova Scotia Trust Co. | 32,778 | $1.03M | 0.1% | -3.4% | 0.007% | |
2/12/2024 | Stifel Financial Corp | 13,202 | $0.42M | 0.0% | -23.3% | 0.003% | |
2/12/2024 | TD Asset Management Inc | 8,292,551 | $262.61M | 0.3% | -36.1% | 1.808% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 40,296 | $1.27M | 0.0% | -27.7% | 0.009% | |
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2/12/2024 | Wulff Hansen & CO. | 60,801 | $1.92M | 2.1% | -1.4% | 0.013% | |
2/12/2024 | Heritage Wealth Advisors | 1,000 | $31K | 0.0% | N/A | 0.000% | |
2/12/2024 | Hilltop Holdings Inc. | 13,998 | $0.44M | 0.0% | -54.9% | 0.003% | |
2/9/2024 | Advisory Services Network LLC | 3,084 | $97K | 0.0% | N/A | 0.001% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 13,271 | $0.42M | 0.0% | -39.3% | 0.003% | |
2/9/2024 | Franklin Resources Inc. | 128,221 | $4.04M | 0.0% | -49.0% | 0.028% | |
2/9/2024 | Clearbridge Investments LLC | 2,076,718 | $65.40M | 0.1% | +17.6% | 0.453% | |
2/9/2024 | Wells Fargo & Company MN | 312,154 | $9.83M | 0.0% | +1.6% | 0.068% | |
2/9/2024 | UBS Group AG | 137,948 | $4.34M | 0.0% | -13.8% | 0.030% | |
2/8/2024 | Brown Advisory Inc. | 385,416 | $12.14M | 0.0% | +11.0% | 0.084% | |
2/8/2024 | Level Four Advisory Services LLC | 9,328 | $0.29M | 0.0% | +3.6% | 0.002% | |
2/8/2024 | Financial Advocates Investment Management | 9,675 | $0.31M | 0.0% | -11.6% | 0.002% | |
2/8/2024 | Montrusco Bolton Investments Inc. | 1,518,494 | $48.09M | 0.6% | -1.7% | 0.331% | |
2/8/2024 | Kingsview Wealth Management LLC | 6,499 | $0.21M | 0.0% | N/A | 0.001% | |
2/8/2024 | Fiera Capital Corp | 8,259 | $0.26M | 0.0% | -26.0% | 0.002% | |
2/8/2024 | Beacon Pointe Advisors LLC | 72,185 | $2.27M | 0.0% | -6.1% | 0.016% | |
2/8/2024 | Guardian Capital Advisors LP | 129,205 | $4.03M | 0.4% | +5.8% | 0.028% | |
2/8/2024 | CCLA Investment Management | 2,477,350 | $78.02M | 1.3% | +19.4% | 0.540% | |
2/8/2024 | Janney Montgomery Scott LLC | 15,233 | $0.48M | 0.0% | +17.7% | 0.003% | |
2/7/2024 | Principal Financial Group Inc. | 19,951,240 | $628.27M | 0.4% | +22.1% | 4.349% | |
2/7/2024 | Formidable Asset Management LLC | 26,262 | $0.83M | 0.2% | -3.8% | 0.006% | |
2/7/2024 | NBC Securities Inc. | 40,503 | $1.28M | 0.1% | +23.0% | 0.009% | |
2/7/2024 | AGF Management Ltd. | 2,964,836 | $93.44M | 0.6% | +24.3% | 0.646% | |
2/7/2024 | BNP Paribas Financial Markets | 61,411 | $1.93M | 0.0% | +558,181.8% | 0.013% | |
2/7/2024 | Principal Securities Inc. | 5,769 | $0.18M | 0.0% | N/A | 0.001% | |
2/7/2024 | First Western Trust Bank | 15,550 | $0.49M | 0.0% | N/A | 0.003% | |
2/7/2024 | Karpas Strategies LLC | 297,833 | $9.38M | 3.1% | -2.1% | 0.065% | |
2/6/2024 | Cullen Frost Bankers Inc. | 943 | $30K | 0.0% | N/A | 0.000% | |
2/6/2024 | Apollon Wealth Management LLC | 23,105 | $0.73M | 0.0% | +106.4% | 0.005% | |
2/6/2024 | Private Advisor Group LLC | 37,134 | $1.17M | 0.0% | -1.4% | 0.008% | |
2/6/2024 | Spire Wealth Management | 3,110 | $96K | 0.0% | -10.7% | 0.001% | |
2/6/2024 | National Bank of Canada FI | 2,512,391 | $77.92M | 0.1% | -2.7% | 0.548% | |
2/6/2024 | Avalon Trust Co | 221,330 | $6.97M | 0.6% | -0.5% | 0.048% | |
2/6/2024 | TCG Advisory Services LLC | 87,188 | $2.75M | 0.2% | N/A | 0.019% | |
2/6/2024 | Buckhead Capital Management LLC | 11,415 | $0.36M | 0.1% | -9.9% | 0.002% | |
2/5/2024 | Harbor Advisory Corp MA | 256,187 | $8.07M | 2.9% | -0.5% | 0.056% | |
2/5/2024 | Intact Investment Management Inc. | 1,919,094 | $60.48M | 2.4% | +136.3% | 0.418% | |
2/5/2024 | Russell Investments Group Ltd. | 251,684 | $7.97M | 0.0% | +8.4% | 0.055% | |
2/2/2024 | Truist Financial Corp | 23,457 | $0.74M | 0.0% | -10.0% | 0.005% | |
2/2/2024 | Herold Advisors Inc. | 117,892 | $3.71M | 1.0% | +0.5% | 0.026% | |
2/2/2024 | Tandem Capital Management Corp ADV | 52,568 | $1.66M | 1.0% | -2.0% | 0.011% | |
2/2/2024 | Atria Wealth Solutions Inc. | 16,380 | $0.52M | 0.0% | -26.7% | 0.004% | |
2/1/2024 | Financial Perspectives Inc | 7,448 | $0.24M | 0.1% | +193.0% | 0.002% | |
2/1/2024 | CWM LLC | 2,986 | $94K | 0.0% | +33.7% | 0.001% | |
1/31/2024 | Tranquility Partners LLC | 67,268 | $2.12M | 0.9% | +360.6% | 0.015% | |
1/30/2024 | Mackenzie Financial Corp | 7,118,909 | $224.47M | 0.3% | +28.2% | 1.552% | |
1/29/2024 | Triasima Portfolio Management inc. | 390,260 | $12.32M | 1.0% | N/A | 0.085% | |
1/26/2024 | Cerity Partners LLC | 78,555 | $2.47M | 0.0% | +4.3% | 0.017% | |
1/26/2024 | Sequoia Financial Advisors LLC | 264,311 | $8.32M | 0.1% | +2.7% | 0.058% | |
1/25/2024 | International Assets Investment Management LLC | 61,280 | $1.95M | 0.0% | N/A | 0.013% | |
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1/24/2024 | Callahan Advisors LLC | 21,179 | $0.67M | 0.1% | -1.7% | 0.005% | |
1/24/2024 | Davis Rea LTD. | 87,098 | $2.74M | 1.4% | -22.2% | 0.019% | |
1/24/2024 | Tritonpoint Wealth LLC | 155,797 | $4.91M | 0.5% | N/A | 0.034% | |
1/24/2024 | Stratos Wealth Partners LTD. | 6,498 | $0.21M | 0.0% | N/A | 0.001% | |
1/24/2024 | Walnut Private Equity Partners LLC | 60,000 | $1.89M | 1.3% | +25.6% | 0.013% | |
1/24/2024 | International Assets Investment Management LLC | 61,280 | $1.95M | 0.0% | N/A | 0.013% | |
1/23/2024 | Venturi Wealth Management LLC | 9,687 | $0.31M | 0.0% | +30.3% | 0.002% | |
1/23/2024 | Beacon Financial Advisory LLC | 11,364 | $0.36M | 0.2% | -67.1% | 0.002% | |
1/23/2024 | Addenda Capital Inc. | 27,340 | $0.86M | 0.0% | N/A | 0.006% | |
1/23/2024 | DAVENPORT & Co LLC | 167,494 | $5.27M | 0.0% | -0.4% | 0.037% | |