4/17/2024 | River Street Advisors LLC | 18,345 | $443K | 0.3% | N/A | 0.146% | |
2/15/2024 | Buckingham Strategic Partners LLC | 24,276 | $521K | 0.0% | N/A | 0.193% | |
2/13/2024 | Exencial Wealth Advisors LLC | 252,153 | $5.42M | 0.2% | +1.6% | 2.004% | |
2/13/2024 | CIBC Private Wealth Group LLC | 11,723,982 | $251.83M | 0.5% | +1.1% | 93.195% | |
2/9/2024 | Orion Portfolio Solutions LLC | 56,921 | $1.23M | 0.0% | +1.3% | 0.452% | |
1/24/2024 | Arlington Trust Co LLC | 17,500 | $376K | 0.1% | N/A | 0.139% | |
|
11/9/2023 | UBS Group AG | 22,110 | $463K | 0.0% | -35.5% | 0.176% | |
11/8/2023 | Exencial Wealth Advisors LLC | 248,266 | $5.20M | 0.3% | +1.1% | 1.973% | |
11/1/2023 | Orion Portfolio Solutions LLC | 56,208 | $1.18M | 0.0% | +0.9% | 0.447% | |
10/24/2023 | Bank of New York Mellon Corp | 10,026 | $210K | 0.0% | N/A | 0.080% | |
8/17/2023 | Orion Portfolio Solutions LLC | 55,696 | $1.11M | 0.0% | +1.4% | 0.443% | |
8/14/2023 | Orion Portfolio Solutions LLC | 55,696 | $1.11M | 0.0% | +1.4% | 0.443% | |
8/11/2023 | JPMorgan Chase & Co. | 54,075 | $1.08M | 0.0% | N/A | 0.430% | |
8/3/2023 | Barclays PLC | 100,000 | $1.99M | 0.0% | N/A | 0.795% | |
7/26/2023 | Fifth Third Bancorp | 1,750 | $35K | 0.0% | +244.5% | 0.014% | |
7/25/2023 | Raymond James & Associates | 10,824 | $216K | 0.0% | -31.1% | 0.086% | |
6/28/2023 | Relative Value Partners Group LLC | 12,503 | $235K | 0.0% | -49.2% | 0.099% | |
5/16/2023 | Susquehanna International Group LLP | 25,323 | $476K | 0.0% | +4.7% | 0.201% | |
5/15/2023 | Relative Value Partners Group LLC | 12,503 | $235K | 0.0% | -49.2% | 0.099% | |
5/12/2023 | UBS Group AG | 209,294 | $3.93M | 0.0% | -1.2% | 1.664% | |
5/12/2023 | CIBC Private Wealth Group LLC | 11,484,757 | $1.13B | 2.5% | +3.9% | 91.294% | |
5/2/2023 | Exencial Wealth Advisors LLC | 245,453 | $4.61M | 0.2% | -1.9% | 1.951% | |
2/15/2023 | Jane Street Group LLC | 43,635 | $819K | 0.0% | N/A | 0.347% | |
2/15/2023 | Exencial Wealth Advisors LLC | 250,253 | $4.69M | 0.3% | -2.4% | 1.989% | |
2/14/2023 | Susquehanna International Group LLP | 24,195 | $454K | 0.0% | N/A | 0.192% | |
2/13/2023 | Wells Fargo & Company MN | 2,593 | $49K | 0.0% | N/A | 0.021% | |
2/13/2023 | CIBC Private Wealth Group LLC | 11,048,379 | $207.25M | 0.4% | +11.5% | 87.825% | |
2/9/2023 | FineMark National Bank & Trust | 11,088 | $208K | 0.0% | -8.8% | 0.088% | |
2/8/2023 | Raymond James & Associates | 15,339 | $288K | 0.0% | N/A | 0.122% | |
2/8/2023 | UBS Group AG | 211,745 | $3.97M | 0.0% | +1.3% | 1.683% | |
2/6/2023 | Brinker Capital Investments LLC | 54,725 | $1.03M | 0.0% | +1.4% | 0.435% | |
11/16/2022 | CIBC Private Wealth Group LLC | 9,908,603 | $171.13M | 0.5% | +4.7% | 78.765% | |
11/15/2022 | Lido Advisors LLC | 21,680 | $374K | 0.0% | N/A | 0.172% | |
11/14/2022 | Royal Bank of Canada | 8,337 | $144K | 0.0% | +1,807.8% | 0.066% | |
11/8/2022 | Exencial Wealth Advisors LLC | 256,301 | $4.43M | 0.3% | -3.1% | 2.037% | |
8/12/2022 | Northern Trust Corp | 18,015 | $299K | 0.0% | -72.9% | 0.143% | |
8/12/2022 | Kayne Anderson Rudnick Investment Management LLC | 4,515 | $75K | 0.0% | -78.4% | 0.036% | |
8/11/2022 | UBS Group AG | 209,057 | $3.47M | 0.0% | -1.3% | 1.662% | |
8/3/2022 | CIBC Private Wealth Group LLC | 9,463,594 | $156.87M | 0.4% | -2.7% | 75.227% | |
8/1/2022 | Ellis Investment Partners LLC | 37,744 | $625K | 0.2% | -2.0% | 0.300% | |
SHOCKING Crypto Leak… (Ad) A shocking leak has revealed tech giant Microsoft's plans to add crypto support to future products.
If the plans in these leaked internal documents pan out, we could see prices skyrocket for Bitcoin, Ethereum, XRP and MORE…
The coupling of gaming and cryptocurrency could absolutely transform digital finance as we know it in 2024.
Claim your free seat by clicking here now. |
7/20/2022 | UMB Bank n.a. | 1,886 | $31K | 0.0% | -40.1% | 0.015% | |
7/18/2022 | Brinker Capital Investments LLC | 53,576 | $888K | 0.0% | -11.4% | 0.426% | |
5/16/2022 | Brinker Capital Investments LLC | 60,443 | $1.13M | 0.0% | +0.9% | 0.519% | |
5/13/2022 | Northern Trust Corp | 66,423 | $1.24M | 0.0% | -41.8% | 0.570% | |
5/12/2022 | Exencial Wealth Advisors LLC | 264,110 | $4.93M | 0.2% | +5.5% | 2.268% | |
5/11/2022 | Raymond James Financial Services Advisors Inc. | 30,557 | $570K | 0.0% | -51.0% | 0.262% | |
5/6/2022 | BDO Wealth Advisors LLC | 1,756 | $33K | 0.0% | -55.6% | 0.015% | |
5/4/2022 | Advisor Group Holdings Inc. | 1,420 | $27K | 0.0% | N/A | 0.012% | |
5/3/2022 | Ellis Investment Partners LLC | 38,532 | $719K | 0.2% | -6.2% | 0.331% | |
2/14/2022 | Rockefeller Capital Management L.P. | 23,245 | $361K | 0.0% | +14.3% | 0.202% | |
2/10/2022 | Exencial Wealth Advisors LLC | 250,422 | $3.89M | 0.2% | -45.0% | 2.205% | |
2/9/2022 | UMB Bank N A MO | 3,146 | $49K | 0.0% | N/A | 0.028% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 62,315 | $968K | 0.0% | N/A | 0.551% | |
2/8/2022 | CIBC Private Wealth Group LLC | 9,010,936 | $140.03M | 0.3% | +2.1% | 79.700% | |
2/8/2022 | Brinker Capital Investments LLC | 59,904 | $931K | 0.0% | +2.6% | 0.530% | |
2/8/2022 | Northern Trust Corp | 114,052 | $1.77M | 0.0% | -23.8% | 1.009% | |
2/1/2022 | Ellis Investment Partners LLC | 41,063 | $638K | 0.1% | +2.9% | 0.366% | |
1/18/2022 | Arlington Partners LLC | 3,804 | $59K | 0.0% | -99.4% | 0.034% | |
11/4/2021 | Exencial Wealth Advisors LLC | 455,393 | $7.18M | 0.3% | +86.9% | 3.979% | |
10/21/2021 | Ellis Investment Partners LLC | 39,901 | $628K | 0.2% | +2.7% | 0.332% | |
10/15/2021 | Arlington Partners LLC | 646,441 | $10.19M | 2.9% | -1.8% | 5.408% | |
8/16/2021 | CIBC Private Wealth Group LLC | 8,561,123 | $141.60M | 0.3% | +1.2% | 72.057% | |
8/13/2021 | Kayne Anderson Rudnick Investment Management LLC | 20,915 | $346K | 0.0% | -5.6% | 0.176% | |
8/13/2021 | Northern Trust Corp | 166,641 | $2.76M | 0.0% | -1.2% | 1.404% | |
8/11/2021 | Susquehanna International Group LLP | 11,691 | $193K | 0.0% | -84.1% | 0.099% | |
8/10/2021 | Rockefeller Capital Management L.P. | 20,340 | $336K | 0.0% | N/A | 0.172% | |
5/14/2021 | BDO Wealth Advisors LLC | 3,956 | $54K | 0.0% | N/A | 0.031% | |
5/13/2021 | Barclays PLC | 351,875 | $4.82M | 0.0% | +39.7% | 2.777% | |
5/12/2021 | Northern Trust Corp | 168,625 | $2.31M | 0.0% | -36.3% | 1.331% | |
5/12/2021 | CIBC Private Wealth Group LLC | 8,455,541 | $115.84M | 0.3% | +1.8% | 66.726% | |
5/12/2021 | Brinker Capital Investments LLC | 57,818 | $792K | 0.0% | -49.4% | 0.456% | |
5/12/2021 | UBS Group AG | 346,529 | $4.75M | 0.0% | -8.0% | 2.735% | |
5/6/2021 | Exencial Wealth Advisors LLC | 237,413 | $3.25M | 0.2% | +7.1% | 1.874% | |
4/19/2021 | Arlington Partners LLC | 1,273,246 | $17.44M | 6.4% | +3.7% | 10.045% | |
3/26/2021 | Susquehanna International Group LLP | 68,172 | $796K | 0.0% | -38.2% | 0.531% | |
2/13/2021 | Tompkins Financial Corp | 45,508 | $374K | 0.0% | N/A | 0.360% | |
2/11/2021 | Arcus Capital Partners LLC | 11,967 | $140K | 0.0% | N/A | 0.095% | |
2/11/2021 | Northern Trust Corp | 264,579 | $3.09M | 0.0% | -37.4% | 2.104% | |
2/11/2021 | Exencial Wealth Advisors LLC | 221,684 | $2.59M | 0.2% | -8.9% | 1.763% | |
2/11/2021 | Barclays PLC | 251,875 | $2.94M | 0.0% | -58.0% | 2.003% | |
2/10/2021 | FineMark National Bank & Trust | 17,147 | $200K | 0.0% | -38.3% | 0.136% | |
2/6/2021 | Tompkins Financial Corp | 45,508 | $374K | 0.0% | N/A | 0.362% | |
1/20/2021 | Ellis Investment Partners LLC | 4,899 | $57K | 0.0% | +810.6% | 0.039% | |
1/13/2021 | Arlington Partners LLC | 1,227,580 | $14.34M | 6.6% | +10.8% | 9.762% | |
12/3/2020 | Brinker Capital Investments LLC | 55,998 | $507K | 0.0% | N/A | 0.445% | |
11/17/2020 | Jane Street Group LLC | 14,522 | $131K | 0.0% | -58.8% | 0.106% | |
11/3/2020 | CIBC Private Wealth Group LLC | 9,929,378 | $89.93M | 0.3% | -0.5% | 69.955% | |
10/30/2020 | Whittier Trust Co. of Nevada Inc. | 8,028 | $72K | 0.0% | -71.9% | 0.057% | |
10/15/2020 | Arlington Partners LLC | 1,108,188 | $10.03M | 5.5% | +8.3% | 7.747% | |
8/17/2020 | Exencial Wealth Advisors LLC | 246,243 | $2.67M | 0.2% | +28.6% | 1.668% | |
SHOCKING Crypto Leak… (Ad) A shocking leak has revealed tech giant Microsoft's plans to add crypto support to future products.
If the plans in these leaked internal documents pan out, we could see prices skyrocket for Bitcoin, Ethereum, XRP and MORE…
The coupling of gaming and cryptocurrency could absolutely transform digital finance as we know it in 2024.
Claim your free seat by clicking here now. |
8/17/2020 | Jane Street Group LLC | 35,254 | $383K | 0.0% | N/A | 0.239% | |
8/14/2020 | Kayne Anderson Rudnick Investment Management LLC | 120,818 | $1.34M | 0.0% | -69.2% | 0.803% | |
8/13/2020 | CIBC Private Wealth Group LLC | 9,975,765 | $108.24M | 0.5% | -4.3% | 66.306% | |
7/31/2020 | UBS Group AG | 100,904 | $1.10M | 0.0% | -43.1% | 0.671% | |
7/30/2020 | Brinker Capital Inc. | 71,840 | $779K | 0.0% | +5.1% | 0.472% | |
7/13/2020 | Arlington Partners LLC | 1,023,443 | $11.10M | 6.2% | -14.6% | 6.658% | |
7/10/2020 | Whittier Trust Co. of Nevada Inc. | 28,532 | $310K | 0.0% | -37.3% | 0.186% | |
5/22/2020 | Arcus Capital Partners LLC | 14,326 | $118K | 0.1% | -15.3% | 0.091% | |
5/15/2020 | Exencial Wealth Advisors LLC | 191,418 | $1.57M | 0.3% | N/A | 1.210% | |
5/15/2020 | Capital Bank & Trust Co | 21,100 | $173K | 0.0% | N/A | 0.133% | |