4/23/2024 | Wealth Effects LLC | 84,900 | $528K | 0.2% | -2.5% | 0.052% | |
4/22/2024 | Drive Wealth Management LLC | 12,500 | $78K | 0.0% | N/A | 0.008% | |
4/19/2024 | Abundance Wealth Counselors | 6,782,137 | $42.19M | 9.7% | +21.0% | 4.124% | |
4/11/2024 | Sanders Morris Harris LLC | 152,695 | $950K | 0.2% | -10.0% | 0.093% | |
2/26/2024 | Virtu Financial LLC | 49,819 | $202K | 0.0% | N/A | 0.030% | |
2/22/2024 | Sierra Summit Advisors LLC | 237,946 | $964K | 0.3% | N/A | 0.145% | |
|
2/14/2024 | VitalStone Financial LLC | 9,500 | $38K | 0.0% | +163.9% | 0.006% | |
2/13/2024 | Platform Technology Partners | 130,549 | $529K | 0.2% | +302.1% | 0.080% | |
2/13/2024 | First National Bank of Omaha | 464,053 | $1.88M | 0.1% | +1.0% | 0.283% | |
2/13/2024 | Tower Research Capital LLC TRC | 23,554 | $95K | 0.0% | +144.5% | 0.014% | |
2/13/2024 | SWS Partners | 877,924 | $3.56M | 1.2% | +40.9% | 0.535% | |
2/12/2024 | Jade Capital Advisors LLC | 35,000 | $142K | 0.1% | N/A | 0.021% | |
2/12/2024 | Capstone Investment Advisors LLC | 43,377 | $176K | 0.0% | -11.0% | 0.026% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 2,117,948 | $8.58M | 0.5% | +17.4% | 1.291% | |
2/8/2024 | First National Advisers LLC | 182,433 | $738K | 0.2% | +54.0% | 0.111% | |
2/7/2024 | Forum Financial Management LP | 270,000 | $1.09M | 0.0% | +170.0% | 0.165% | |
2/7/2024 | Jump Financial LLC | 19,397 | $79K | 0.0% | N/A | 0.012% | |
2/6/2024 | Sovereign Financial Group Inc. | 26,700 | $108K | 0.0% | +11.0% | 0.016% | |
2/6/2024 | Private Advisor Group LLC | 123,738 | $494K | 0.0% | -96.6% | 0.075% | |
2/6/2024 | National Bank of Canada FI | 13,979 | $52K | 0.0% | +45.8% | 0.009% | |
2/6/2024 | M&T Bank Corp | 342,153 | $1.39M | 0.0% | +2.7% | 0.209% | |
2/6/2024 | Swiss National Bank | 210,100 | $851K | 0.0% | +6.2% | 0.128% | |
2/5/2024 | Victory Capital Management Inc. | 17,004 | $69K | 0.0% | +22.5% | 0.010% | |
2/5/2024 | Van ECK Associates Corp | 297,842 | $1.21M | 0.0% | -36.0% | 0.182% | |
1/31/2024 | RIA Advisory Group LLC | 10,000 | $40K | 0.0% | N/A | 0.006% | |
1/31/2024 | Goodman Advisory Group LLC | 13,250 | $54K | 0.0% | N/A | 0.008% | |
1/29/2024 | Wealth Effects LLC | 87,050 | $353K | 0.1% | +57.4% | 0.053% | |
1/26/2024 | Cerity Partners LLC | 44,855 | $182K | 0.0% | N/A | 0.027% | |
1/25/2024 | Redwood Wealth Management Group LLC | 11,250 | $46K | 0.1% | -22.0% | 0.007% | |
1/24/2024 | Stratos Wealth Advisors LLC | 13,000 | $53K | 0.0% | N/A | 0.008% | |
1/24/2024 | Venture Visionary Partners LLC | 68,306 | $277K | 0.0% | +4.8% | 0.042% | |
1/24/2024 | Arizona State Retirement System | 29,798 | $121K | 0.0% | +16.3% | 0.018% | |
1/19/2024 | Foster Victor Wealth Advisors LLC | 27,951 | $113K | 0.0% | +24.5% | 0.017% | |
1/18/2024 | Symphony Financial Ltd. Co. | 10,700 | $43K | 0.0% | N/A | 0.007% | |
1/17/2024 | Abundance Wealth Counselors | 5,603,567 | $22.69M | 5.9% | +0.6% | 3.416% | |
1/17/2024 | Acorn Financial Advisory Services Inc. ADV | 15,498 | $63K | 0.0% | N/A | 0.009% | |
1/16/2024 | Tributary Capital Management LLC | 51,231 | $207K | 0.0% | +10.8% | 0.031% | |
1/16/2024 | Raymond James & Associates | 60,818 | $246K | 0.0% | +47.0% | 0.037% | |
1/16/2024 | Wealthsource Partners LLC | 89,282 | $362K | 0.0% | +5.3% | 0.054% | |
1/12/2024 | SG Americas Securities LLC | 62,071 | $251K | 0.0% | N/A | 0.038% | |
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1/12/2024 | Independent Investors Inc. | 82,875 | $336K | 0.1% | +32.0% | 0.051% | |
1/12/2024 | Clarity Financial LLC | 68,190 | $276K | 0.0% | N/A | 0.042% | |
1/11/2024 | Sanders Morris Harris LLC | 169,673 | $687K | 0.3% | +11.1% | 0.103% | |
12/18/2023 | Vanguard Group Inc. | 12,532,797 | $70.31M | 0.0% | +0.1% | 7.639% | |
12/8/2023 | Sylebra Capital LLC | 29,193,256 | $163.77M | 8.7% | N/A | 17.794% | |
11/16/2023 | Integrated Advisors Network LLC | 10,052 | $56K | 0.0% | N/A | 0.006% | |
11/15/2023 | Ardsley Advisory Partners LP | 75,000 | $421K | 0.1% | N/A | 0.046% | |
11/15/2023 | First National Bank of Omaha | 459,658 | $2.58M | 0.2% | +25.2% | 0.280% | |
11/14/2023 | Monashee Investment Management LLC | 11,754 | $66K | 0.0% | N/A | 0.007% | |
11/13/2023 | Aigen Investment Management LP | 15,171 | $85K | 0.0% | N/A | 0.009% | |
11/13/2023 | Wolverine Asset Management LLC | 20,271 | $114K | 0.0% | -22.0% | 0.012% | |
11/13/2023 | Wealthsource Partners LLC | 84,794 | $476K | 0.0% | -5.8% | 0.052% | |
11/9/2023 | First National Advisers LLC | 118,455 | $664K | 0.3% | +159.3% | 0.072% | |
11/9/2023 | SWS Partners | 622,905 | $3.49M | 1.3% | +21.2% | 0.380% | |
11/8/2023 | HighTower Advisors LLC | 205,418 | $1.16M | 0.0% | +158.0% | 0.125% | |
11/8/2023 | Platform Technology Partners | 32,465 | $182K | 0.1% | N/A | 0.020% | |
11/8/2023 | Van ECK Associates Corp | 465,106 | $2.61M | 0.0% | +63.4% | 0.284% | |
11/8/2023 | Charles Schwab Investment Management Inc. | 992,377 | $5.57M | 0.0% | +4.1% | 0.605% | |
11/8/2023 | Sequoia Financial Advisors LLC | 15,835 | $89K | 0.0% | +46.1% | 0.010% | |
11/7/2023 | Barclays PLC | 40,482 | $228K | 0.0% | -5.9% | 0.025% | |
11/6/2023 | Sigma Planning Corp | 22,507 | $126K | 0.0% | +16.7% | 0.014% | |
11/6/2023 | LGT Fund Management Co Ltd. | 15,000 | $79K | 0.0% | -34.8% | 0.009% | |
11/6/2023 | Forum Financial Management LP | 100,000 | $561K | 0.0% | N/A | 0.061% | |
11/3/2023 | Sovereign Financial Group Inc. | 24,048 | $135K | 0.0% | +85.4% | 0.015% | |
11/2/2023 | Principal Financial Group Inc. | 16,191 | $91K | 0.0% | +28.0% | 0.010% | |
11/1/2023 | Verus Capital Partners LLC | 20,000 | $112K | 0.0% | +94.2% | 0.012% | |
10/31/2023 | James Investment Research Inc. | 23,456 | $132K | 0.0% | N/A | 0.014% | |
10/30/2023 | Abundance Wealth Counselors | 5,569,946 | $31.25M | 8.9% | -12.3% | 3.396% | |
10/26/2023 | Mirae Asset Global Investments Co. Ltd. | 58,498 | $328K | 0.0% | +33.0% | 0.036% | |
10/26/2023 | WESPAC Advisors LLC | 70,672 | $396K | 0.3% | +149.8% | 0.043% | |
10/24/2023 | Bank of New York Mellon Corp | 417,712 | $2.34M | 0.0% | +2.9% | 0.255% | |
10/24/2023 | Claybrook Capital LLC | 34,500 | $194K | 0.1% | +12.6% | 0.021% | |
10/24/2023 | Stratos Wealth Partners LTD. | 38,065 | $214K | 0.0% | +104.0% | 0.023% | |
10/24/2023 | Raymond James & Associates | 41,360 | $232K | 0.0% | +12.2% | 0.025% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 147,612 | $828K | 0.0% | +9.5% | 0.090% | |
10/23/2023 | Commonwealth Equity Services LLC | 13,411 | $75K | 0.0% | N/A | 0.008% | |
10/18/2023 | IQ EQ FUND MANAGEMENT IRELAND Ltd | 133,071 | $747K | 0.2% | +63.5% | 0.081% | |
10/13/2023 | Venture Visionary Partners LLC | 65,161 | $366K | 0.0% | -38.3% | 0.040% | |
10/13/2023 | Sanders Morris Harris LLC | 152,694 | $833K | 0.2% | +12.5% | 0.093% | |
10/11/2023 | Tributary Capital Management LLC | 46,231 | $259K | 0.0% | +43.4% | 0.028% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 20,200 | $113K | 0.0% | +45.3% | 0.012% | |
10/11/2023 | Vontobel Holding Ltd. | 37,666 | $211K | 0.0% | +56.7% | 0.023% | |
8/15/2023 | Cartenna Capital LP | 880,000 | $3.86M | 0.3% | +3.0% | 0.537% | |
8/14/2023 | Encompass Capital Advisors LLC | 323,503 | $3.46M | 0.2% | -32.7% | 0.197% | |
8/11/2023 | Cibc World Market Inc. | 45,574 | $487K | 0.0% | +18.9% | 0.028% | |
8/11/2023 | Formula Growth Ltd. | 52,386 | $560K | 0.2% | N/A | 0.032% | |
8/11/2023 | Harvard Management Co. Inc. | 714,285 | $3.14M | 0.3% | -71.4% | 0.436% | |
8/11/2023 | Schroder Investment Management Group | 531,476 | $5.68M | 0.0% | -1.4% | 0.324% | |
8/11/2023 | Trexquant Investment LP | 131,282 | $1.40M | 0.0% | +97.4% | 0.080% | |
8/10/2023 | MetLife Investment Management LLC | 61,852 | $661K | 0.0% | +7.8% | 0.038% | |
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8/10/2023 | ProShare Advisors LLC | 15,113 | $162K | 0.0% | +20.8% | 0.009% | |
8/10/2023 | McGowan Group Asset Management Inc. | 23,336 | $249K | 0.0% | N/A | 0.014% | |
8/10/2023 | Private Advisor Group LLC | 69,496 | $796K | 0.0% | +14.3% | 0.042% | |
8/10/2023 | Beverly Hills Private Wealth LLC | 10,100 | $111K | 0.0% | -12.2% | 0.006% | |
8/9/2023 | Swiss National Bank | 196,000 | $2.10M | 0.0% | +11.0% | 0.120% | |
8/8/2023 | Rhumbline Advisers | 170,917 | $1.83M | 0.0% | +22.2% | 0.104% | |
8/8/2023 | Focused Wealth Management Inc | 13,285 | $142K | 0.0% | -34.5% | 0.008% | |
8/7/2023 | Wolverine Asset Management LLC | 25,974 | $278K | 0.0% | -5.8% | 0.016% | |
8/7/2023 | Cowen AND Company LLC | 97,500 | $1.04M | 0.1% | -25.2% | 0.060% | |
8/4/2023 | American International Group Inc. | 55,929 | $598K | 0.0% | +9.0% | 0.034% | |