4/9/2025 | Cox Capital Mgt LLC | 581,067 | $674K | 0.5% | -3.4% | 1.237% | |
2/17/2025 | US Financial Advisors LLC | 433,893 | $586K | 0.2% | +2.4% | 0.924% | |
2/17/2025 | Vident Advisory LLC | 88,000 | $119K | 0.0% | N/A | 0.187% | |
2/17/2025 | Millennium Management LLC | 144,975 | $196K | 0.0% | -24.3% | 0.309% | |
2/17/2025 | Ancora Advisors LLC | 233,106 | $315K | 0.0% | N/A | 0.496% | |
2/13/2025 | Barclays PLC | 25,669 | $35K | 0.0% | -40.5% | 0.055% | |
2/13/2025 | Melia Wealth LLC | 3,414,184 | $4.61M | 2.4% | +2.5% | 7.269% | |
2/13/2025 | Renaissance Technologies LLC | 136,706 | $185K | 0.0% | +113.9% | 0.291% | |
2/13/2025 | Darden Wealth Group Inc | 44,900 | $61K | 0.0% | -60.3% | 0.096% | |
2/12/2025 | Geode Capital Management LLC | 551,476 | $745K | 0.0% | +6.7% | 1.174% | |
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2/12/2025 | StoneX Group Inc. | 25,749 | $35K | 0.0% | N/A | 0.055% | |
2/11/2025 | One Charles Private Wealth Services LLC | 20,000 | $27K | 0.0% | -48.2% | 0.043% | |
2/10/2025 | CFO4Life Group LLC | 116,640 | $157K | 0.0% | +46.1% | 0.248% | |
2/6/2025 | Bard Associates Inc. | 536,104 | $724K | 0.2% | -6.7% | 1.141% | |
1/17/2025 | Teamwork Financial Advisors LLC | 54,152 | $73K | 0.0% | -27.4% | 0.115% | |
1/14/2025 | Cox Capital Mgt LLC | 601,518 | $812K | 0.5% | N/A | 1.281% | |
11/20/2024 | Virtu Financial LLC | 23,613 | $60K | 0.0% | N/A | 0.050% | |
11/19/2024 | Barclays PLC | 43,129 | $109K | 0.0% | N/A | 0.092% | |
11/16/2024 | Geode Capital Management LLC | 516,918 | $1.30M | 0.0% | +6.9% | 1.090% | |
11/15/2024 | Barclays PLC | 43,129 | $109K | 0.0% | N/A | 0.091% | |
11/15/2024 | EP Wealth Advisors LLC | 92,337 | $233K | 0.0% | N/A | 0.195% | |
11/15/2024 | Janus Henderson Group PLC | 29,549 | $74K | 0.0% | +124.5% | 0.062% | |
11/12/2024 | Penserra Capital Management LLC | 319,667 | $805K | 0.0% | +23.0% | 0.674% | |
11/12/2024 | One Charles Private Wealth Services LLC | 38,621 | $97K | 0.0% | N/A | 0.081% | |
11/12/2024 | Darden Wealth Group Inc | 113,000 | $285K | 0.2% | -37.9% | 0.238% | |
11/6/2024 | Bard Associates Inc. | 574,825 | $1.45M | 0.5% | -6.7% | 1.212% | |
10/31/2024 | JB Capital LLC | 20,301 | $51K | 0.0% | +32.7% | 0.043% | |
10/31/2024 | US Financial Advisors LLC | 423,578 | $1.07M | 0.3% | +3.0% | 0.893% | |
10/16/2024 | Teamwork Financial Advisors LLC | 74,551 | $188K | 0.0% | +78.4% | 0.157% | |
8/14/2024 | Marshall Wace LLP | 129,009 | $334K | 0.0% | N/A | 0.272% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 321,000 | $831K | 0.0% | N/A | 0.677% | |
8/9/2024 | Renaissance Technologies LLC | 11,600 | $30K | 0.0% | N/A | 0.024% | |
8/8/2024 | J.W. Cole Advisors Inc. | 10,704 | $28K | 0.0% | N/A | 0.023% | |
7/18/2024 | Brookstone Capital Management | 17,744 | $46K | 0.0% | N/A | 0.037% | |
5/10/2024 | TIAA Trust National Association | 47,500 | $212K | 0.0% | +43.9% | 0.100% | |
5/10/2024 | Vanguard Group Inc. | 2,283,214 | $10.18M | 0.0% | +0.6% | 4.812% | |
5/7/2024 | SG Americas Securities LLC | 12,244 | $55K | 0.0% | N/A | 0.026% | |
4/30/2024 | Hartline Investment Corp | 18,965 | $85K | 0.0% | N/A | 0.040% | |
4/10/2024 | Melia Wealth LLC | 2,252,420 | $10.05M | 5.6% | N/A | 4.747% | |
3/25/2024 | Quadrature Capital Ltd | 20,903 | $78K | 0.0% | N/A | 0.046% | |
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2/8/2024 | US Financial Advisors LLC | 362,188 | $1.36M | 0.5% | +9.9% | 0.798% | |
2/7/2024 | Jump Financial LLC | 75,628 | $283K | 0.0% | +112.2% | 0.167% | |
1/23/2024 | TIAA Trust National Association | 33,000 | $123K | 0.0% | -37.7% | 0.073% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 14,130 | $53K | 0.0% | N/A | 0.031% | |
12/6/2023 | Citigroup Inc. | 200,015 | $706K | 0.0% | N/A | 0.441% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 11,604 | $41K | 0.0% | N/A | 0.026% | |
11/13/2023 | US Financial Advisors LLC | 329,570 | $1.16M | 0.5% | +3.7% | 0.727% | |
11/9/2023 | Citigroup Inc. | 200,015 | $706K | 0.0% | N/A | 0.441% | |
11/7/2023 | Barclays PLC | 24,393 | $86K | 0.0% | N/A | 0.054% | |
11/7/2023 | Jump Financial LLC | 35,644 | $126K | 0.0% | N/A | 0.079% | |
11/2/2023 | Nisa Investment Advisors LLC | 15,883 | $56K | 0.0% | +81.3% | 0.035% | |
10/31/2023 | Teamwork Financial Advisors LLC | 50,228 | $177K | 0.0% | +12.6% | 0.111% | |
10/27/2023 | TIAA Trust National Association | 53,000 | $187K | 0.0% | N/A | 0.117% | |
10/23/2023 | Commonwealth Equity Services LLC | 30,788 | $109K | 0.0% | +12.1% | 0.068% | |
10/11/2023 | AE Wealth Management LLC | 81,240 | $287K | 0.0% | +9.5% | 0.179% | |
8/10/2023 | US Financial Advisors LLC | 317,689 | $1.11M | 0.5% | +40.0% | 0.725% | |
8/4/2023 | HBK Sorce Advisory LLC | 11,750 | $41K | 0.0% | -50.0% | 0.027% | |
8/3/2023 | Samalin Investment Counsel LLC | 34,200 | $119K | 0.1% | -8.8% | 0.078% | |
7/31/2023 | LPL Financial LLC | 161,335 | $563K | 0.0% | +11.5% | 0.369% | |
7/27/2023 | Conservest Capital Advisors Inc. | 23,346 | $81K | 0.0% | N/A | 0.053% | |
7/17/2023 | Beacon Financial Advisory LLC | 10,850 | $38K | 0.0% | -45.9% | 0.025% | |
7/17/2023 | Ritholtz Wealth Management | 48,139 | $168K | 0.0% | N/A | 0.110% | |
7/10/2023 | Level Four Advisory Services LLC | 16,700 | $58K | 0.0% | N/A | 0.038% | |
5/9/2023 | Samalin Investment Counsel LLC | 37,492 | $139K | 0.1% | +33.4% | 0.086% | |
5/4/2023 | US Financial Advisors LLC | 226,901 | $844K | 0.4% | +89.8% | 0.519% | |
5/3/2023 | CFO4Life Group LLC | 17,000 | $63K | 0.0% | N/A | 0.039% | |
5/1/2023 | Sheaff Brock Investment Advisors LLC | 11,452 | $43K | 0.0% | N/A | 0.026% | |
4/24/2023 | Penserra Capital Management LLC | 118,628 | $441K | 0.0% | +23.3% | 0.271% | |
4/24/2023 | Ahrens Investment Partners LLC | 15,505 | $58K | 0.0% | -53.3% | 0.035% | |
4/18/2023 | Beacon Financial Advisory LLC | 20,068 | $75K | 0.0% | -21.6% | 0.046% | |
4/14/2023 | AE Wealth Management LLC | 74,267 | $276K | 0.0% | +4.8% | 0.170% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 19,406 | $67K | 0.0% | +55.9% | 0.048% | |
2/10/2023 | Samalin Investment Counsel LLC | 28,104 | $93K | 0.1% | -30.1% | 0.069% | |
2/10/2023 | Bard Associates Inc. | 647,235 | $2.22M | 1.0% | -2.6% | 1.586% | |
2/9/2023 | HBK Sorce Advisory LLC | 23,500 | $78K | 0.0% | +100.0% | 0.058% | |
2/9/2023 | Ahrens Investment Partners LLC | 33,211 | $110K | 0.0% | -59.9% | 0.081% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 19,425 | $64K | 0.0% | -58.7% | 0.048% | |
2/3/2023 | D.A. Davidson & CO. | 10,130 | $33K | 0.0% | N/A | 0.025% | |
1/31/2023 | AE Wealth Management LLC | 70,885 | $234K | 0.0% | -38.5% | 0.174% | |
1/26/2023 | US Financial Advisors LLC | 119,575 | $395K | 0.2% | N/A | 0.293% | |
1/17/2023 | Teamwork Financial Advisors LLC | 46,195 | $152K | 0.0% | -59.6% | 0.113% | |
11/16/2022 | Truvestments Capital LLC | 131,775 | $439K | 0.3% | +38.9% | 0.323% | |
11/14/2022 | Penserra Capital Management LLC | 65,307 | $217K | 0.0% | +10.9% | 0.170% | |
11/8/2022 | Ahrens Investment Partners LLC | 82,738 | $276K | 0.1% | -87.3% | 0.215% | |
11/7/2022 | Private Portfolio Partners LLC | 22,000 | $73K | 0.0% | -15.4% | 0.057% | |
10/25/2022 | AE Wealth Management LLC | 115,205 | $384K | 0.0% | +5.2% | 0.299% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 24,923 | $83K | 0.0% | +28.1% | 0.065% | |
10/19/2022 | CFO4Life Group LLC | 104,200 | $347K | 0.1% | N/A | 0.270% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 47,087 | $157K | 0.0% | +18.2% | 0.122% | |
10/14/2022 | Private Advisor Group LLC | 25,369 | $84K | 0.0% | +17.0% | 0.066% | |
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9/9/2022 | B. Riley Wealth Management Inc. | 11,548 | $47K | 0.0% | -35.1% | 0.030% | |
8/13/2022 | Visionary Wealth Advisors | 11,200 | $46K | 0.0% | N/A | 0.031% | |
8/11/2022 | Bard Associates Inc. | 662,250 | $2.70M | 1.2% | +4.9% | 1.808% | |
8/9/2022 | Truvestments Capital LLC | 94,842 | $387K | 0.2% | +95.7% | 0.259% | |
8/3/2022 | AE Wealth Management LLC | 109,477 | $447K | 0.0% | +91.9% | 0.299% | |
8/2/2022 | Ahrens Investment Partners LLC | 652,703 | $2.66M | 1.2% | +936.0% | 1.782% | |
7/25/2022 | Beacon Financial Advisory LLC | 24,031 | $98K | 0.1% | -15.3% | 0.066% | |
7/22/2022 | Teamwork Financial Advisors LLC | 112,702 | $460K | 0.1% | +86.9% | 0.308% | |
7/13/2022 | Private Advisor Group LLC | 21,691 | $88K | 0.0% | +48.9% | 0.059% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 39,849 | $163K | 0.0% | +31.1% | 0.109% | |