5/2/2025 | Whittier Trust Co. | 2,477 | $200K | 0.0% | +72.9% | 0.022% | |
4/30/2025 | Stratos Wealth Partners LTD. | 2,491 | $201K | 0.0% | N/A | 0.022% | |
4/30/2025 | Stratos Wealth Advisors LLC | 15,289 | $1.24M | 0.1% | N/A | 0.134% | |
4/30/2025 | Stratos Investment Management LLC | 28,453 | $2.30M | 0.1% | N/A | 0.249% | |
4/28/2025 | Private Trust Co. NA | 399 | $32K | 0.0% | N/A | 0.003% | |
4/28/2025 | Clear Creek Financial Management LLC | 16,848 | $1.36M | 0.1% | +22.1% | 0.148% | |
4/25/2025 | Verity Asset Management Inc. | 2,664 | $215K | 0.1% | N/A | 0.023% | |
4/24/2025 | Primoris Wealth Advisors LLC | 7,206 | $582K | 0.5% | N/A | 0.063% | |
4/23/2025 | Moran Wealth Management LLC | 80,350 | $6.49M | 0.2% | -8.8% | 0.704% | |
4/22/2025 | Verde Servicos Internacionais S.A. | 5,000 | $404K | 0.2% | -73.1% | 0.044% | |
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4/22/2025 | Cambridge Investment Research Advisors Inc. | 14,011 | $1.13M | 0.0% | +48.6% | 0.123% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 2,476 | $206K | 0.0% | N/A | 0.021% | |
4/17/2025 | Kercheville Advisors LLC | 7,000 | $565K | 0.2% | N/A | 0.060% | |
4/17/2025 | Copia Wealth Management | 5,230 | $422K | 0.4% | +79.1% | 0.045% | |
4/17/2025 | Sowell Financial Services LLC | 12,495 | $1.01M | 0.0% | N/A | 0.106% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 4,615 | $373K | 0.0% | +23.3% | 0.039% | |
4/16/2025 | RFG Holdings Inc. | 27,167 | $2.20M | 0.7% | +11.0% | 0.231% | |
4/14/2025 | Client First Investment Management LLC | 18,276 | $1.48M | 1.0% | N/A | 0.156% | |
4/14/2025 | Miracle Mile Advisors LLC | 2,500 | $202K | 0.0% | N/A | 0.021% | |
4/10/2025 | Park Edge Advisors LLC | 5,652 | $457K | 0.1% | N/A | 0.048% | |
4/9/2025 | Fiduciary Alliance LLC | 18,221 | $1.47M | 0.1% | +7.1% | 0.155% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 3,744 | $310K | 0.0% | N/A | 0.031% | |
3/6/2025 | Copia Wealth Management | 2,920 | $241K | 0.2% | N/A | 0.022% | |
2/18/2025 | Gordian Capital Singapore Pte Ltd | 5,600 | $463K | 0.2% | +12.0% | 0.151% | |
2/17/2025 | Southpoint Capital Advisors LP | 300,000 | $24.80M | 0.6% | N/A | 8.086% | |
2/17/2025 | Tidal Investments LLC | 24,934 | $2.06M | 0.0% | +121.4% | 0.672% | |
2/17/2025 | Sona Asset Management US LLC | 25,000 | $2.07M | 0.1% | N/A | 0.674% | |
2/17/2025 | LMR Partners LLP | 3,000 | $248K | 0.0% | N/A | 0.081% | |
2/17/2025 | Fundsmith Investment Services LTD. | 58,754 | $4.86M | 0.1% | N/A | 1.584% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 9,687 | $801K | 0.0% | N/A | 0.261% | |
2/17/2025 | Duquesne Family Office LLC | 548,800 | $45.37M | 1.2% | +94.6% | 14.792% | |
2/17/2025 | CoreCap Advisors LLC | 39,622 | $3.28M | 0.1% | -1.5% | 1.068% | |
2/17/2025 | Blue Capital Inc. | 3,408 | $282K | 0.2% | N/A | 0.092% | |
2/17/2025 | Bank of America Corp DE | 186,942 | $15.45M | 0.0% | -1.8% | 5.039% | |
2/17/2025 | BNP Paribas Financial Markets | 4,007 | $331K | 0.0% | N/A | 0.108% | |
2/17/2025 | Absolute Gestao de Investimentos Ltda. | 8,270 | $684K | 0.3% | N/A | 0.223% | |
2/14/2025 | Itau Unibanco Holding S.A. | 34,823 | $2.88M | 0.1% | N/A | 0.939% | |
2/14/2025 | Comerica Bank | 788 | $65K | 0.0% | +181.4% | 0.021% | |
2/14/2025 | Integrated Wealth Concepts LLC | 17,437 | $1.44M | 0.0% | -65.3% | 0.470% | |
2/14/2025 | Stifel Financial Corp | 26,546 | $2.20M | 0.0% | N/A | 0.716% | |
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2/14/2025 | TD Waterhouse Canada Inc. | 5,023 | $415K | 0.0% | -2.4% | 0.135% | |
2/13/2025 | M Holdings Securities Inc. | 25,977 | $2.15M | 0.3% | N/A | 0.700% | |
2/13/2025 | Glass Jacobson Investment Advisors llc | 1,031 | $85K | 0.0% | +437.0% | 0.028% | |
2/13/2025 | Raymond James Financial Inc. | 442,260 | $36.56M | 0.0% | N/A | 11.921% | |
2/13/2025 | Barometer Capital Management Inc. | 6,700 | $554K | 0.2% | -19.3% | 0.181% | |
2/13/2025 | Bank of Montreal Can | 8,284 | $685K | 0.0% | -75.5% | 0.223% | |
2/13/2025 | Trek Financial LLC | 4,051 | $335K | 0.0% | N/A | 0.109% | |
2/13/2025 | Polymer Capital Management HK LTD | 49,100 | $4.06M | 0.7% | N/A | 1.323% | |
2/13/2025 | Federated Hermes Inc. | 21,982 | $1.82M | 0.0% | N/A | 0.593% | |
2/13/2025 | Wells Fargo & Company MN | 98,731 | $8.16M | 0.0% | +13,727.9% | 2.661% | |
2/12/2025 | World Investment Advisors | 4,342 | $359K | 0.0% | N/A | 0.117% | |
2/12/2025 | JPMorgan Chase & Co. | 29,581 | $2.45M | 0.0% | +51.6% | 0.797% | |
2/12/2025 | Banco BTG Pactual S.A. | 18,000 | $1.57M | 0.4% | +317.7% | 0.485% | |
2/11/2025 | LPL Financial LLC | 129,549 | $10.71M | 0.0% | +167.2% | 3.492% | |
2/11/2025 | M Holdings Securities Inc. | 2,148 | $178K | 0.1% | N/A | 0.058% | |
2/11/2025 | Whittier Trust Co. | 1,433 | $118K | 0.0% | N/A | 0.039% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 3,151 | $261K | 0.0% | +67.6% | 0.085% | |
2/10/2025 | Corient Private Wealth LLC | 2,995 | $248K | 0.0% | N/A | 0.081% | |
2/10/2025 | Commonwealth Equity Services LLC | 3,200 | $265K | 0.0% | N/A | 0.086% | |
2/7/2025 | HighTower Advisors LLC | 9,989 | $826K | 0.0% | +56.6% | 0.269% | |
2/7/2025 | Independent Advisor Alliance | 8,793 | $727K | 0.0% | N/A | 0.237% | |
2/7/2025 | Moran Wealth Management LLC | 88,062 | $7.28M | 0.2% | -7.4% | 2.374% | |
2/7/2025 | Bank Julius Baer & Co. Ltd Zurich | 277 | $25K | 0.0% | N/A | 0.007% | |
2/6/2025 | Raymond James Financial Inc. | 442,260 | $36.56M | 0.0% | N/A | 11.921% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 1,040 | $86K | 0.0% | +37.4% | 0.028% | |
2/4/2025 | Cavalier Investments LLC | 23,281 | $1.93M | 0.6% | +4.3% | 0.628% | |
2/4/2025 | Capital Advisors Ltd. LLC | 575 | $48K | 0.0% | N/A | 0.015% | |
2/3/2025 | Private Advisor Group LLC | 24,074 | $1.99M | 0.0% | +17.9% | 0.649% | |
2/3/2025 | Good Life Advisors LLC | 35,384 | $2.93M | 0.2% | -49.0% | 0.954% | |
1/31/2025 | JFS Wealth Advisors LLC | 816 | $67K | 0.0% | N/A | 0.022% | |
1/30/2025 | Csenge Advisory Group | 18,441 | $1.53M | 0.1% | -8.4% | 0.497% | |
1/29/2025 | Channing Global Advisors LLC | 7,762 | $642K | 0.4% | +10.4% | 0.209% | |
1/29/2025 | MADDEN SECURITIES Corp | 3,000 | $248K | 0.1% | N/A | 0.081% | |
1/29/2025 | Ocean Park Asset Management LLC | 5,635 | $466K | 0.0% | N/A | 0.152% | |
1/28/2025 | Activest Wealth Management | 101,027 | $8.35M | 2.3% | N/A | 2.723% | |
1/27/2025 | RFG Holdings Inc. | 24,469 | $2.02M | 0.7% | +3.7% | 0.660% | |
1/24/2025 | Spire Wealth Management | 2,500 | $207K | 0.0% | +525.0% | 0.067% | |
1/24/2025 | DAVENPORT & Co LLC | 3,461 | $286K | 0.0% | +10.6% | 0.093% | |
1/24/2025 | Clear Creek Financial Management LLC | 13,795 | $1.14M | 0.1% | +70.1% | 0.372% | |
1/22/2025 | Verde Servicos Internacionais S.A. | 18,600 | $1.54M | 0.7% | N/A | 0.501% | |
1/21/2025 | Geneos Wealth Management Inc. | 19,303 | $1.60M | 0.1% | N/A | 0.520% | |
1/16/2025 | Harbor Investment Advisory LLC | 1,500 | $124K | 0.0% | +500.0% | 0.040% | |
1/15/2025 | Financial & Tax Architects LLC | 3,265 | $270K | 0.1% | -11.0% | 0.088% | |
1/13/2025 | Wedmont Private Capital | 13,478 | $1.19M | 0.1% | N/A | 0.363% | |
1/13/2025 | Fiduciary Alliance LLC | 17,009 | $1.41M | 0.1% | N/A | 0.458% | |
1/13/2025 | Aprio Wealth Management LLC | 4,876 | $403K | 0.1% | N/A | 0.131% | |
12/26/2024 | JPMorgan Chase & Co. | 19,514 | $1.29M | 0.0% | +107.8% | 0.526% | |
11/25/2024 | Tidal Investments LLC | 11,263 | $747K | 0.0% | N/A | 0.304% | |
11/15/2024 | Gordian Capital Singapore Pte Ltd | 5,000 | $332K | 0.1% | +31.6% | 0.135% | |
11/15/2024 | Jane Street Group LLC | 28,956 | $1.92M | 0.0% | -92.2% | 0.780% | |
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11/15/2024 | Integrated Wealth Concepts LLC | 50,265 | $3.33M | 0.0% | +5.0% | 1.355% | |
11/15/2024 | Hilltop Holdings Inc. | 11,609 | $770K | 0.0% | N/A | 0.313% | |
11/15/2024 | Arizona PSPRS Trust | 26,200 | $1.74M | 0.1% | N/A | 0.706% | |
11/13/2024 | Bank of Montreal Can | 33,786 | $2.29M | 0.0% | -2.9% | 0.911% | |
11/8/2024 | Moran Wealth Management LLC | 95,118 | $6.31M | 0.2% | -0.8% | 2.564% | |
11/1/2024 | Verity Asset Management Inc. | 3,237 | $215K | 0.1% | N/A | 0.087% | |
10/29/2024 | Clear Creek Financial Management LLC | 8,109 | $538K | 0.1% | +38.2% | 0.219% | |
10/29/2024 | Farther Finance Advisors LLC | 530 | $35K | 0.0% | N/A | 0.014% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 1,880 | $125K | 0.0% | +2,792.3% | 0.051% | |
10/24/2024 | Cavalier Investments LLC | 22,321 | $1.48M | 0.5% | +6.6% | 0.602% | |