8/5/2025 | Bank of Montreal Can | 38,192 | $1.69M | 0.0% | +115.3% | 0.148% | |
8/1/2025 | Envestnet Asset Management Inc. | 127,695 | $5.65M | 0.0% | +114.3% | 0.494% | |
7/31/2025 | Optimum Investment Advisors | 2,525 | $112K | 0.0% | +40.3% | 0.010% | |
7/31/2025 | Sage Mountain Advisors LLC | 1,187 | $53K | 0.0% | +331.6% | 0.005% | |
7/28/2025 | RFG Advisory LLC | 52,433 | $2.32M | 0.1% | +27.7% | 0.203% | |
7/24/2025 | GFG Capital LLC | 193,733 | $8.57M | 2.6% | -14.6% | 0.749% | |
7/23/2025 | Columbus Macro LLC | 34,924 | $1.55M | 0.2% | N/A | 0.140% | |
7/23/2025 | Meitav Investment House Ltd. | 970,420 | $42.97M | 0.7% | +240.0% | 3.889% | |
7/18/2025 | Union Bancaire Privee UBP SA | 2,600 | $115K | 0.0% | -25.7% | 0.010% | |
7/16/2025 | Banque Pictet & Cie SA | 132,687 | $5.87M | 0.0% | +18.9% | 0.532% | |
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7/11/2025 | Farther Finance Advisors LLC | 3,200 | $142K | 0.0% | N/A | 0.013% | |
5/20/2025 | Focus Partners Wealth | 13,472 | $597K | 0.0% | N/A | 0.058% | |
5/16/2025 | Goldman Sachs Group Inc. | 193,643 | $8.58M | 0.0% | +3.0% | 0.812% | |
5/15/2025 | Royal Bank of Canada | 207,501 | $9.19M | 0.0% | +1,936.5% | 0.906% | |
5/15/2025 | Evergreen Capital Management LLC | 193,437 | $8.57M | 0.3% | N/A | 0.845% | |
5/14/2025 | Comerica Bank | 2,884 | $128K | 0.0% | +12.0% | 0.013% | |
5/14/2025 | Walleye Capital LLC | 13,301 | $589K | 0.0% | N/A | 0.058% | |
5/14/2025 | SVB Wealth LLC | 1,205 | $53K | 0.0% | -96.3% | 0.005% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 9,352 | $414K | 0.0% | +98.3% | 0.041% | |
5/14/2025 | Q Global Advisors LLC | 40,250 | $1.78M | 1.5% | -33.3% | 0.176% | |
5/14/2025 | Partners Capital Investment Group LLP | 13,546 | $600K | 0.0% | N/A | 0.059% | |
5/13/2025 | Prudential PLC | 8,506 | $377K | 0.0% | N/A | 0.037% | |
5/8/2025 | Banque Cantonale Vaudoise | 36,864 | $1.63M | 0.1% | N/A | 0.161% | |
5/7/2025 | LPL Financial LLC | 61,902 | $2.74M | 0.0% | +11.9% | 0.270% | |
5/6/2025 | Cetera Investment Advisers | 14,879 | $659K | 0.0% | N/A | 0.065% | |
5/6/2025 | Proficio Capital Partners LLC | 15,303 | $678K | 0.1% | N/A | 0.067% | |
5/5/2025 | Formidable Asset Management LLC | 15,325 | $679K | 0.1% | -4.9% | 0.067% | |
5/5/2025 | Private Advisor Group LLC | 12,129 | $537K | 0.0% | +12.8% | 0.053% | |
4/30/2025 | Banque Pictet & Cie SA | 111,566 | $4.94M | 0.0% | N/A | 0.487% | |
4/30/2025 | GFG Capital LLC | 226,964 | $10.06M | 2.9% | +8.1% | 0.991% | |
4/30/2025 | Optimum Investment Advisors | 1,800 | $80K | 0.0% | N/A | 0.008% | |
4/29/2025 | Envestnet Asset Management Inc. | 59,589 | $2.64M | 0.0% | +496.2% | 0.260% | |
4/28/2025 | Pictet North America Advisors SA | 8,462 | $375K | 0.0% | +54.9% | 0.037% | |
4/28/2025 | Vontobel Holding Ltd. | 28,455 | $1.26M | 0.0% | +58.1% | 0.124% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 5,495 | $243K | 0.0% | N/A | 0.022% | |
4/17/2025 | Bank Pictet & Cie Europe AG | 10,495 | $465K | 0.0% | N/A | 0.042% | |
4/16/2025 | Union Bancaire Privee UBP SA | 3,500 | $147K | 0.0% | +133.3% | 0.014% | |
4/15/2025 | Ibex Wealth Advisors | 45,002 | $1.99M | 0.3% | N/A | 0.182% | |
4/9/2025 | RFG Advisory LLC | 41,059 | $1.82M | 0.0% | N/A | 0.166% | |
4/8/2025 | J2 Capital Management Inc | 4,625 | $205K | 0.2% | N/A | 0.019% | |
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2/24/2025 | Q Global Advisors LLC | 60,375 | $2.38M | 2.5% | -71.8% | 0.319% | |
2/19/2025 | Formidable Asset Management LLC | 16,115 | $635K | 0.1% | +7.9% | 0.085% | |
2/17/2025 | Bank of America Corp DE | 23,133 | $911K | 0.0% | +15.6% | 0.122% | |
2/14/2025 | Comerica Bank | 2,576 | $101K | 0.0% | N/A | 0.014% | |
2/14/2025 | IHT Wealth Management LLC | 17,196 | $677K | 0.0% | -56.4% | 0.091% | |
2/13/2025 | Renaissance Technologies LLC | 15,200 | $599K | 0.0% | N/A | 0.080% | |
2/13/2025 | Envestnet Asset Management Inc. | 9,994 | $394K | 0.0% | +4.2% | 0.053% | |
2/13/2025 | Wells Fargo & Company MN | 30,884 | $1.22M | 0.0% | -8.3% | 0.163% | |
2/12/2025 | OLD Mission Capital LLC | 408,526 | $16.09M | 0.2% | +26.7% | 2.156% | |
2/12/2025 | JPMorgan Chase & Co. | 43,012 | $1.69M | 0.0% | -8.9% | 0.227% | |
2/11/2025 | LPL Financial LLC | 55,304 | $2.18M | 0.0% | +10.1% | 0.292% | |
2/10/2025 | Axxcess Wealth Management LLC | 19,293 | $760K | 0.0% | +5.0% | 0.102% | |
2/10/2025 | Commonwealth Equity Services LLC | 6,923 | $273K | 0.0% | -9.9% | 0.037% | |
2/7/2025 | HighTower Advisors LLC | 33,880 | $1.33M | 0.0% | -2.8% | 0.179% | |
2/5/2025 | SVB Wealth LLC | 32,775 | $1.29M | 0.0% | N/A | 0.173% | |
2/4/2025 | Union Bancaire Privee UBP SA | 1,500 | $59K | 0.0% | N/A | 0.008% | |
2/3/2025 | Private Advisor Group LLC | 10,750 | $423K | 0.0% | -4.6% | 0.057% | |
1/30/2025 | Strategic Financial Concepts LLC | 34,458 | $1.36M | 0.0% | N/A | 0.182% | |
1/30/2025 | GFG Capital LLC | 209,869 | $8.27M | 2.2% | -11.3% | 1.107% | |
1/30/2025 | Vontobel Holding Ltd. | 18,000 | $709K | 0.0% | -28.0% | 0.095% | |
1/29/2025 | Sycomore Asset Management | 6,100 | $233K | 0.0% | +320.7% | 0.032% | |
1/28/2025 | Strategic Financial Concepts LLC | 34,458 | $1.36M | 0.0% | N/A | 0.182% | |
1/27/2025 | Country Club Bank | 5,477 | $219K | 0.0% | -16.2% | 0.029% | |
1/22/2025 | Union Bancaire Privee UBP SA | 1,500 | $59K | 0.0% | N/A | 0.008% | |
12/26/2024 | JPMorgan Chase & Co. | 47,205 | $1.95M | 0.0% | -26.6% | 0.249% | |
11/15/2024 | IHT Wealth Management LLC | 39,485 | $1.63M | 0.0% | -13.0% | 0.208% | |
11/14/2024 | Flow Traders U.S. LLC | 36,150 | $1.49M | 0.1% | +101.0% | 0.191% | |
11/13/2024 | DRW Securities LLC | 8,305 | $343K | 0.0% | N/A | 0.044% | |
11/8/2024 | Banque Cantonale Vaudoise | 57,138 | $2.36M | 0.1% | -9.8% | 0.302% | |
11/6/2024 | Sycomore Asset Management | 1,450 | $55K | 0.0% | -77.3% | 0.008% | |
10/29/2024 | Ground Swell Capital LLC | 5,363 | $221K | 0.2% | N/A | 0.028% | |
10/23/2024 | Country Club Bank | 6,536 | $260K | 0.0% | -11.0% | 0.034% | |
10/22/2024 | Private Advisor Group LLC | 11,273 | $465K | 0.0% | +19.0% | 0.059% | |
10/22/2024 | Pictet North America Advisors SA | 5,462 | $225K | 0.0% | N/A | 0.029% | |
10/21/2024 | GFG Capital LLC | 236,532 | $9.76M | 2.5% | -2.8% | 1.248% | |
10/16/2024 | Vontobel Holding Ltd. | 25,000 | $1.03M | 0.0% | +38.9% | 0.132% | |
8/28/2024 | Sycomore Asset Management | 6,400 | $220K | 0.0% | -36.0% | 0.034% | |
8/12/2024 | Hsbc Holdings PLC | 10,000 | $335K | 0.0% | N/A | 0.053% | |
8/8/2024 | Envestnet Asset Management Inc. | 97,117 | $3.26M | 0.0% | +1,070.6% | 0.512% | |
7/31/2024 | Banque Cantonale Vaudoise | 63,355 | $2.13M | 0.1% | +24.9% | 0.334% | |
7/31/2024 | Commonwealth Equity Services LLC | 10,720 | $360K | 0.0% | -5.8% | 0.057% | |
7/22/2024 | GFG Capital LLC | 243,454 | $8.17M | 2.1% | -2.8% | 1.285% | |
5/16/2024 | Jane Street Group LLC | 135,775 | $4.35M | 0.0% | -56.8% | 0.716% | |
5/15/2024 | SVB Wealth LLC | 33,470 | $1.07M | 0.0% | +182.5% | 0.177% | |
5/14/2024 | Axxcess Wealth Management LLC | 18,368 | $589K | 0.0% | +81.9% | 0.097% | |
5/10/2024 | Nwam LLC | 6,026 | $193K | 0.0% | -6.8% | 0.032% | |
5/3/2024 | GSA Capital Partners LLP | 24,861 | $797K | 0.1% | +95.0% | 0.131% | |
4/29/2024 | Sycomore Asset Management | 10,000 | $317K | 0.1% | N/A | 0.053% | |
4/10/2024 | Banque Cantonale Vaudoise | 50,742 | $1.63M | 0.1% | +1.3% | 0.244% | |
2/26/2024 | Syon Capital LLC | 22,276 | $801K | 0.1% | N/A | 0.107% | |
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2/12/2024 | Resolute Advisors LLC | 21,102 | $759K | 0.1% | -7.0% | 0.101% | |
2/6/2024 | National Bank of Canada FI | 8,823 | $307K | 0.0% | -5.6% | 0.042% | |
2/6/2024 | Axxcess Wealth Management LLC | 10,100 | $363K | 0.0% | N/A | 0.049% | |
2/2/2024 | Syon Capital LLC | 22,276 | $801K | 0.1% | N/A | 0.107% | |
1/30/2024 | SVB Wealth LLC | 11,847 | $426K | 0.0% | -73.6% | 0.057% | |
1/29/2024 | Meitav Investment House Ltd. | 7,620 | $274K | 0.0% | -66.1% | 0.037% | |
1/24/2024 | International Assets Investment Management LLC | 899 | $32K | 0.0% | N/A | 0.004% | |
1/12/2024 | SG Americas Securities LLC | 8,521 | $306K | 0.0% | +13.7% | 0.041% | |
12/6/2023 | Citigroup Inc. | 5,043 | $183K | 0.0% | -6.1% | 0.024% | |
11/27/2023 | Banque Pictet & Cie SA | 62,830 | $2.27M | 0.0% | +29.1% | 0.302% | |