2/14/2024 | Royal Bank of Canada | 5,177 | $259K | 0.0% | -5.3% | 0.164% | |
2/13/2024 | Envestnet Asset Management Inc. | 35,472 | $1.77M | 0.0% | +1.7% | 1.126% | |
2/13/2024 | Stephens Inc. AR | 4,125 | $206K | 0.0% | N/A | 0.131% | |
2/13/2024 | Pinebridge Investments L.P. | 54,529 | $2.72M | 0.0% | N/A | 1.731% | |
2/13/2024 | The Manufacturers Life Insurance Company | 443,512 | $22.15M | 0.0% | -5.2% | 14.080% | |
2/6/2024 | Great Valley Advisor Group Inc. | 214,756 | $10.73M | 0.4% | -0.8% | 6.818% | |
|
1/31/2024 | Cutler Investment Counsel LLC | 4,955 | $248K | 0.0% | N/A | 0.157% | |
1/26/2024 | Lester Murray Antman dba SimplyRich | 5,000 | $250K | 0.1% | N/A | 0.159% | |
1/23/2024 | WealthShield Partners LLC | 9,288 | $464K | 0.1% | -53.0% | 0.295% | |
1/11/2024 | BKM Wealth Management LLC | 613 | $31K | 0.0% | N/A | 0.019% | |
1/11/2024 | BKM Wealth Management LLC | 613 | $31K | 0.0% | N/A | 0.019% | |
11/21/2023 | Comerica Bank | 23,751 | $1.13M | 0.0% | N/A | 0.754% | |
11/15/2023 | The Manufacturers Life Insurance Company | 468,021 | $22.22M | 0.0% | -0.9% | 14.858% | |
11/13/2023 | LPL Financial LLC | 17,753 | $843K | 0.0% | -59.5% | 0.564% | |
11/13/2023 | Invesco Ltd. | 173,300 | $8.23M | 0.0% | +6.3% | 5.502% | |
11/13/2023 | Envestnet Asset Management Inc. | 34,887 | $1.66M | 0.0% | -11.2% | 1.108% | |
11/9/2023 | UBS Group AG | 3,353 | $159K | 0.0% | -49.7% | 0.106% | |
11/7/2023 | Great Valley Advisor Group Inc. | 216,579 | $10.28M | 0.4% | +14.0% | 6.876% | |
11/6/2023 | Sigma Planning Corp | 19,231 | $913K | 0.0% | +2.0% | 0.611% | |
10/30/2023 | Ergawealth Advisors Inc. | 7,783 | $370K | 0.3% | -9.7% | 0.247% | |
10/25/2023 | WealthShield Partners LLC | 19,781 | $939K | 0.1% | -6.0% | 0.628% | |
10/25/2023 | Genesee Capital Advisors LLC | 56,735 | $2.69M | 1.9% | -6.4% | 1.801% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 4,312 | $205K | 0.0% | -9.9% | 0.137% | |
10/19/2023 | WestEnd Advisors LLC | 563 | $27K | 0.0% | N/A | 0.018% | |
10/11/2023 | Geneos Wealth Management Inc. | 2,631 | $125K | 0.0% | +18.2% | 0.084% | |
8/21/2023 | Osaic Holdings Inc. | 7,699 | $380K | 0.0% | -13.1% | 0.244% | |
8/17/2023 | Coppell Advisory Solutions LLC | 6,339 | $311K | 0.1% | -89.8% | 0.201% | |
8/15/2023 | Equitable Holdings Inc. | 375,890 | $18.55M | 0.3% | -4.5% | 11.933% | |
8/15/2023 | Wells Fargo & Company MN | 58,777 | $2.90M | 0.0% | -17.5% | 1.866% | |
8/15/2023 | Royal Bank of Canada | 5,266 | $260K | 0.0% | +11.3% | 0.167% | |
8/15/2023 | Citadel Advisors LLC | 7,552 | $373K | 0.0% | -71.8% | 0.240% | |
8/11/2023 | The Manufacturers Life Insurance Company | 472,080 | $23.30M | 0.0% | +9.3% | 14.987% | |
8/10/2023 | Osaic Holdings Inc. | 7,699 | $380K | 0.0% | -13.1% | 0.244% | |
8/10/2023 | Commonwealth Equity Services LLC | 6,277 | $310K | 0.0% | -4.0% | 0.199% | |
8/10/2023 | US Bancorp DE | 3,887 | $192K | 0.0% | -16.6% | 0.123% | |
8/10/2023 | Cetera Advisor Networks LLC | 8,175 | $403K | 0.0% | -3.4% | 0.260% | |
8/10/2023 | Cambria Investment Management L.P. | 274,007 | $13.52M | 1.1% | -2.8% | 8.699% | |
8/9/2023 | Flow Traders U.S. LLC | 22,477 | $1.11M | 0.0% | +16.8% | 0.714% | |
8/4/2023 | Envestnet Asset Management Inc. | 39,278 | $1.94M | 0.0% | -1.3% | 1.172% | |
8/3/2023 | WealthShield Partners LLC | 21,045 | $1.04M | 0.2% | +103.5% | 0.628% | |
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8/2/2023 | Bank of Montreal Can | 6,450 | $330K | 0.0% | N/A | 0.193% | |
8/2/2023 | Sigma Planning Corp | 18,856 | $931K | 0.0% | +2.3% | 0.563% | |
8/1/2023 | Knights of Columbus Asset Advisors LLC | 2,185 | $108K | 0.0% | +10.0% | 0.065% | |
7/31/2023 | LPL Financial LLC | 43,848 | $2.16M | 0.0% | +206.0% | 1.309% | |
7/28/2023 | Private Trust Co. NA | 2,931 | $145K | 0.0% | N/A | 0.087% | |
7/21/2023 | Nilsine Partners LLC | 183,617 | $9.06M | 1.3% | -0.7% | 5.481% | |
7/17/2023 | Genesee Capital Advisors LLC | 60,634 | $2.99M | 2.0% | -1.9% | 1.810% | |
7/17/2023 | Ergawealth Advisors Inc. | 8,621 | $425K | 0.3% | N/A | 0.257% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 4,786 | $236K | 0.0% | +15.7% | 0.143% | |
5/17/2023 | Advisory Services Network LLC | 93,365 | $4.77M | 0.1% | +2.7% | 3.219% | |
5/17/2023 | Sunbelt Securities Inc. | 600 | $31K | 0.0% | N/A | 0.021% | |
5/16/2023 | Jane Street Group LLC | 6,136 | $313K | 0.0% | -96.2% | 0.212% | |
5/15/2023 | Equitable Holdings Inc. | 393,510 | $20.09M | 0.3% | +111.3% | 13.569% | |
5/15/2023 | Stephens Inc. AR | 5,284 | $270K | 0.0% | -33.8% | 0.182% | |
5/15/2023 | Flow Traders U.S. LLC | 19,241 | $982K | 0.0% | N/A | 0.663% | |
5/12/2023 | UBS Group AG | 9,721 | $496K | 0.0% | +148.9% | 0.335% | |
5/12/2023 | NewEdge Advisors LLC | 25,320 | $1.29M | 0.0% | +31.3% | 0.873% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 4,136 | $211K | 0.0% | N/A | 0.143% | |
5/11/2023 | Envestnet Asset Management Inc. | 39,781 | $2.03M | 0.0% | -29.7% | 1.372% | |
5/11/2023 | Cambria Investment Management L.P. | 281,774 | $14.38M | 1.2% | N/A | 9.716% | |
5/10/2023 | LPL Financial LLC | 14,331 | $731K | 0.0% | -2.9% | 0.494% | |
5/10/2023 | Coppell Advisory Solutions LLC | 62,162 | $3.18M | 1.0% | +2.6% | 1.856% | |
5/9/2023 | US Bancorp DE | 4,662 | $238K | 0.0% | -7.7% | 0.161% | |
5/8/2023 | WealthShield Partners LLC | 10,339 | $528K | 0.1% | N/A | 0.357% | |
5/8/2023 | Sigma Planning Corp | 18,440 | $941K | 0.0% | N/A | 0.636% | |
5/3/2023 | Great Valley Advisor Group Inc. | 8,000 | $408K | 0.0% | N/A | 0.276% | |
5/1/2023 | NewSquare Capital LLC | 785 | $40K | 0.0% | -93.2% | 0.027% | |
5/1/2023 | Knights of Columbus Asset Advisors LLC | 1,987 | $101K | 0.0% | -10.3% | 0.069% | |
4/28/2023 | WestEnd Advisors LLC | 536 | $27K | 0.0% | N/A | 0.018% | |
4/25/2023 | Geneos Wealth Management Inc. | 2,225 | $114K | 0.0% | N/A | 0.077% | |
4/21/2023 | PFG Advisors | 4,078 | $208K | 0.0% | N/A | 0.141% | |
4/18/2023 | Genesee Capital Advisors LLC | 61,818 | $3.16M | 2.2% | -1.9% | 2.132% | |
4/14/2023 | Trust Co. of Oklahoma | 12,589 | $643K | 0.3% | N/A | 0.434% | |
2/17/2023 | Coppell Advisory Solutions Corp. | 60,611 | $2.91M | 1.0% | N/A | 2.331% | |
2/15/2023 | Jane Street Group LLC | 162,789 | $7.82M | 0.0% | +9.1% | 6.261% | |
2/15/2023 | Morgan Stanley | 10,875 | $523K | 0.0% | +4.3% | 0.418% | |
2/15/2023 | Equitable Holdings Inc. | 186,210 | $8.95M | 0.2% | +11.9% | 7.162% | |
2/14/2023 | Cetera Advisors LLC | 11,910 | $572K | 0.0% | N/A | 0.458% | |
2/13/2023 | Wells Fargo & Company MN | 68,257 | $3.28M | 0.0% | +1,094.6% | 2.625% | |
2/10/2023 | Advisor Group Holdings Inc. | 15,954 | $767K | 0.0% | +288.0% | 0.614% | |
2/10/2023 | Summit Wealth & Retirement Planning Inc. | 34,413 | $1.65M | 0.7% | N/A | 1.324% | |
2/8/2023 | UBS Group AG | 3,905 | $188K | 0.0% | -63.1% | 0.150% | |
2/8/2023 | Riverpoint Wealth Management Holdings LLC | 626 | $30K | 0.0% | N/A | 0.024% | |
2/7/2023 | Commonwealth Equity Services LLC | 6,490 | $311K | 0.0% | +37.1% | 0.250% | |
2/7/2023 | LPL Financial LLC | 14,760 | $709K | 0.0% | +23.4% | 0.568% | |
2/7/2023 | Envestnet Asset Management Inc. | 56,612 | $2.72M | 0.0% | +26.8% | 2.177% | |
2/7/2023 | NewSquare Capital LLC | 11,590 | $557K | 0.1% | N/A | 0.446% | |
2/6/2023 | Concentrum Wealth Management | 38,445 | $1.85M | 1.7% | N/A | 1.479% | |
1/31/2023 | Knights of Columbus Asset Advisors LLC | 2,216 | $106K | 0.0% | N/A | 0.085% | |
1/26/2023 | Comerica Bank | 6,606 | $329K | 0.0% | -31.6% | 0.254% | |
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1/20/2023 | Genesee Capital Advisors LLC | 63,044 | $3.03M | 2.3% | N/A | 2.425% | |
1/11/2023 | Foundations Investment Advisors LLC | 10,772 | $518K | 0.0% | -67.4% | 0.468% | |
11/16/2022 | Jane Street Group LLC | 149,245 | $6.41M | 0.0% | +844.3% | 8.291% | |
11/15/2022 | Flow Traders U.S. LLC | 13,612 | $584K | 0.0% | -24.6% | 0.756% | |
11/15/2022 | Commonwealth Equity Services LLC | 4,735 | $203K | 0.0% | -17.4% | 0.263% | |
11/14/2022 | Royal Bank of Canada | 3,040 | $130K | 0.0% | -44.5% | 0.169% | |
11/14/2022 | Equitable Holdings Inc. | 166,340 | $7.14M | 0.1% | +0.3% | 9.241% | |
11/14/2022 | Prudential PLC | 22,930 | $984K | 0.0% | +27.7% | 1.274% | |
11/10/2022 | Envestnet Asset Management Inc. | 44,661 | $1.92M | 0.0% | +29.6% | 2.481% | |
11/10/2022 | UBS Group AG | 10,592 | $455K | 0.0% | -53.6% | 0.588% | |