7/26/2024 | Lester Murray Antman dba SimplyRich | 4,394 | $289K | 0.1% | +6.5% | 0.000% | |
7/26/2024 | Breakwater Capital Group | 5,214 | $344K | 0.1% | +14.1% | 0.000% | |
7/26/2024 | Argonautica Private Wealth Management Inc. | 3,537 | $233K | 0.1% | N/A | 0.000% | |
7/26/2024 | Checchi Capital Advisers LLC | 9,898 | $653K | 0.0% | -2.6% | 0.001% | |
7/26/2024 | Harbour Investments Inc. | 3,241 | $214K | 0.0% | +52.2% | 0.000% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 98,007 | $6.46M | 0.0% | +0.4% | 0.008% | |
|
7/26/2024 | Atomi Financial Group Inc. | 14,829 | $978K | 0.1% | +56.9% | 0.001% | |
7/26/2024 | AlphaStar Capital Management LLC | 3,472 | $229K | 0.0% | -25.3% | 0.000% | |
7/26/2024 | Solstein Capital LLC | 5,130 | $338K | 0.2% | +163.1% | 0.000% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 12,758 | $841K | 0.0% | +32.4% | 0.001% | |
7/26/2024 | Cohen Investment Advisors LLC | 5,609 | $357K | 0.2% | +19.2% | 0.000% | |
7/26/2024 | Bank of New York Mellon Corp | 77,694 | $5.12M | 0.0% | +3.9% | 0.006% | |
7/26/2024 | Verdence Capital Advisors LLC | 32,515 | $2.14M | 0.2% | +43.6% | 0.003% | |
7/25/2024 | New Millennium Group LLC | 722 | $48K | 0.0% | N/A | 0.000% | |
7/25/2024 | Bank Pictet & Cie Europe AG | 70,399 | $4.64M | 0.1% | -18.8% | 0.006% | |
7/24/2024 | Advisory Resource Group | 15,134 | $998K | 0.2% | +17.3% | 0.001% | |
7/24/2024 | Planned Solutions Inc. | 3,297 | $217K | 0.1% | N/A | 0.000% | |
7/24/2024 | Traynor Capital Management Inc. | 4,447 | $293K | 0.0% | -22.0% | 0.000% | |
7/24/2024 | Avitas Wealth Management LLC | 26,117 | $1.72M | 0.3% | -21.1% | 0.002% | |
7/24/2024 | &PARTNERS | 6,365 | $420K | 0.0% | N/A | 0.001% | |
7/23/2024 | GYL Financial Synergies LLC | 4,287 | $283K | 0.0% | -43.6% | 0.000% | |
7/23/2024 | American National Bank | 1,620 | $107K | 0.0% | +24.6% | 0.000% | |
7/23/2024 | Courier Capital LLC | 14,197 | $936K | 0.1% | +6.7% | 0.001% | |
7/23/2024 | Eads & Heald Wealth Management | 3,502 | $231K | 0.1% | N/A | 0.000% | |
7/23/2024 | Crescent Grove Advisors LLC | 5,260 | $347K | 0.0% | -34.8% | 0.000% | |
7/22/2024 | Aaron Wealth Advisors LLC | 5,131 | $338K | 0.0% | +5.8% | 0.000% | |
7/22/2024 | Fifth Third Bancorp | 46,842 | $3.09M | 0.0% | -5.0% | 0.004% | |
7/22/2024 | Legacy Capital Group California Inc. | 4,295 | $283K | 0.1% | +6.9% | 0.000% | |
7/22/2024 | Summit Global Investments | 70,478 | $4.65M | 0.3% | +11.1% | 0.006% | |
7/22/2024 | Chevy Chase Trust Holdings LLC | 1,130 | $73K | 0.0% | N/A | 0.000% | |
7/22/2024 | Focus Financial Network Inc. | 5,824 | $383K | 0.0% | +8.7% | 0.000% | |
7/22/2024 | LongView Wealth Management | 9,166 | $604K | 0.2% | -10.6% | 0.001% | |
7/22/2024 | Cidel Asset Management Inc. | 126,752 | $8.36M | 0.6% | +40.2% | 0.010% | |
7/22/2024 | Eagle Bluffs Wealth Management LLC | 14,997 | $989K | 0.6% | +1.1% | 0.001% | |
7/20/2024 | Parsons Capital Management Inc. RI | 54,895 | $3.62M | 0.2% | -1.2% | 0.004% | |
7/20/2024 | Nisa Investment Advisors LLC | 550 | $36K | 0.0% | N/A | 0.000% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 23,149 | $1.53M | 0.1% | -1.5% | 0.002% | |
7/19/2024 | BTC Capital Management Inc. | 24,853 | $1.64M | 0.2% | -3.0% | 0.002% | |
7/19/2024 | Greylin Investment Management Inc | 14,968 | $987K | 0.2% | +64.6% | 0.001% | |
7/19/2024 | Chesley Taft & Associates LLC | 5,125 | $338K | 0.0% | -14.9% | 0.000% | |
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7/19/2024 | Raymond James & Associates | 428,104 | $28.23M | 0.0% | -16.4% | 0.034% | |
7/19/2024 | Solitude Financial Services | 7,300 | $481K | 0.2% | N/A | 0.001% | |
7/19/2024 | Allen Wealth Management LLC | 23,694 | $1.56M | 1.4% | +6.2% | 0.002% | |
7/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 70,177 | $4.63M | 0.0% | +15.7% | 0.006% | |
7/19/2024 | Shilanski & Associates Inc. | 59,518 | $3.92M | 1.3% | +1.8% | 0.005% | |
7/18/2024 | Foster Victor Wealth Advisors LLC | 3,518 | $233K | 0.0% | +6.6% | 0.000% | |
7/18/2024 | Blue Trust Inc. | 7,737 | $493K | 0.0% | +66.3% | 0.001% | |
7/18/2024 | Old Port Advisors | 19,972 | $1.32M | 0.4% | +9.3% | 0.002% | |
7/18/2024 | Royal Fund Management LLC | 29,875 | $1.97M | 0.2% | -1.9% | 0.002% | |
7/18/2024 | Naples Global Advisors LLC | 94,462 | $6.23M | 0.6% | +2.4% | 0.008% | |
7/18/2024 | Cordatus Wealth Management LLC | 6,859 | $452K | 0.2% | N/A | 0.001% | |
7/18/2024 | Ellsworth Advisors LLC | 8,468 | $558K | 0.2% | +13.5% | 0.001% | |
7/18/2024 | Fiduciary Financial Group LLC | 4,767 | $316K | 0.1% | N/A | 0.000% | |
7/17/2024 | 180 Wealth Advisors LLC | 6,928 | $472K | 0.1% | +9.9% | 0.001% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 15,002 | $989K | 0.0% | -4.1% | 0.001% | |
7/16/2024 | GPS Wealth Strategies Group LLC | 2,291 | $151K | 0.0% | -6.6% | 0.000% | |
7/16/2024 | IVC Wealth Advisors LLC | 9,752 | $643K | 0.4% | +9.6% | 0.001% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 47,072 | $3.10M | 0.0% | +5.4% | 0.004% | |
7/16/2024 | FCG Investment Co | 20,251 | $1.34M | 1.0% | +2.8% | 0.002% | |
7/16/2024 | Wedmont Private Capital | 3,028 | $207K | 0.0% | -6.6% | 0.000% | |
7/16/2024 | Sequoia Financial Advisors LLC | 9,717 | $641K | 0.0% | +2.4% | 0.001% | |
7/16/2024 | Caas Capital Management LP | 20,781 | $1.37M | 0.4% | +111.4% | 0.002% | |
7/15/2024 | Park National Corp OH | 3,612 | $238K | 0.0% | -14.6% | 0.000% | |
7/15/2024 | Sharp Financial Services LLC | 9,750 | $643K | 0.6% | N/A | 0.001% | |
7/15/2024 | Palliser Capital UK Ltd | 499,675 | $32.94M | 33.0% | +690.6% | 0.040% | |
7/12/2024 | Thrive Wealth Management LLC | 3,685 | $243K | 0.0% | -22.5% | 0.000% | |
7/12/2024 | Gateway Investment Advisers LLC | 13,078 | $862K | 0.0% | -48.6% | 0.001% | |
7/12/2024 | Columbus Macro LLC | 19,316 | $1.28M | 0.5% | -3.1% | 0.002% | |
7/12/2024 | SG Americas Securities LLC | 13,552 | $893K | 0.0% | -17.4% | 0.001% | |
7/12/2024 | Hexagon Capital Partners LLC | 3,557 | $235K | 0.1% | +30.0% | 0.000% | |
7/12/2024 | Optimum Investment Advisors | 3,325 | $219K | 0.1% | -5.7% | 0.000% | |
7/12/2024 | QRG Capital Management Inc. | 95,497 | $6.30M | 0.1% | +38.1% | 0.008% | |
7/12/2024 | Gilman Hill Asset Management LLC | 61,067 | $4.03M | 0.7% | +6.5% | 0.005% | |
7/12/2024 | Capital Investment Advisors LLC | 401,950 | $26.50M | 0.6% | +3.0% | 0.032% | |
7/11/2024 | OLD National Bancorp IN | 3,221 | $212K | 0.0% | -14.4% | 0.000% | |
7/11/2024 | U.S. Capital Wealth Advisors LLC | 52,426 | $3.46M | 0.1% | +1.5% | 0.004% | |
7/11/2024 | Juncture Wealth Strategies LLC | 4,400 | $290K | 0.1% | -32.3% | 0.000% | |
7/11/2024 | Clarius Group LLC | 5,512 | $363K | 0.0% | -12.2% | 0.000% | |
7/11/2024 | Salem Investment Counselors Inc. | 126,522 | $8.34M | 0.3% | -0.5% | 0.010% | |
7/10/2024 | Advocate Group LLC | 38,956 | $2.57M | 0.5% | +39.4% | 0.003% | |
7/10/2024 | Aprio Wealth Management LLC | 4,531 | $299K | 0.1% | +9.9% | 0.000% | |
7/10/2024 | Albion Financial Group UT | 1,000 | $66K | 0.0% | N/A | 0.000% | |
7/10/2024 | Cullinan Associates Inc. | 11,735 | $774K | 0.0% | N/A | 0.001% | |
7/10/2024 | Triangle Securities Wealth Management | 10,393 | $685K | 0.2% | -2.8% | 0.001% | |
7/10/2024 | CVA Family Office LLC | 3,942 | $260K | 0.0% | -4.9% | 0.000% | |
7/9/2024 | Grassi Investment Management | 201,944 | $13.31M | 1.2% | -0.8% | 0.016% | |
7/9/2024 | Park Avenue Securities LLC | 14,981 | $988K | 0.0% | +19.0% | 0.001% | |
7/9/2024 | Astoria Portfolio Advisors LLC. | 8,389 | $553K | 0.2% | +9.9% | 0.001% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 7,267 | $479K | 0.0% | +3.9% | 0.001% | |
7/9/2024 | Baker Ellis Asset Management LLC | 3,100 | $204K | 0.0% | N/A | 0.000% | |
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7/9/2024 | Fulton Bank N.A. | 7,133 | $470K | 0.0% | +41.2% | 0.001% | |
7/9/2024 | Mather Group LLC. | 1,582 | $101K | 0.0% | +33.3% | 0.000% | |
7/5/2024 | Kozak & Associates Inc. | 519 | $35K | 0.0% | -69.8% | 0.000% | |
7/2/2024 | First Hawaiian Bank | 12,512 | $825K | 0.0% | +19.3% | 0.001% | |
7/2/2024 | GAMMA Investing LLC | 1,624 | $107K | 0.0% | +17.3% | 0.000% | |
7/2/2024 | Davis Capital Management | 12,140 | $806K | 0.7% | +10.0% | 0.001% | |
7/1/2024 | Confluence Investment Management LLC | 17,095 | $1.13M | 0.0% | +3.8% | 0.001% | |
6/26/2024 | Old Port Advisors | 18,272 | $1.17M | 0.4% | +19.4% | 0.001% | |
6/4/2024 | DekaBank Deutsche Girozentrale | 34,338 | $2.17M | 0.0% | -24.4% | 0.003% | |
5/30/2024 | Cambridge Trust Co. | 7,446 | $475K | 0.0% | -92.8% | 0.001% | |