4/18/2024 | Colton Groome Financial Advisors LLC | 5,004 | $208K | 0.1% | N/A | 0.082% | |
4/18/2024 | Miracle Mile Advisors LLC | 152,656 | $6.35M | 0.2% | -5.5% | 2.503% | |
4/16/2024 | Astoria Portfolio Advisors LLC. | 13,776 | $549K | 0.2% | +5.8% | 0.226% | |
2/16/2024 | Hobbs Group Advisors LLC | 10,143 | $396K | 0.2% | N/A | 0.166% | |
2/16/2024 | Harbour Investments Inc. | 29,937 | $1.17M | 0.0% | +3.9% | 0.491% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 10,940 | $427K | 0.0% | -6.2% | 0.179% | |
|
2/15/2024 | Oxford Financial Group LTD. LLC | 16,528 | $645K | 0.0% | +1.8% | 0.271% | |
2/15/2024 | Bradley Foster & Sargent Inc. CT | 16,440 | $641K | 0.0% | -6.2% | 0.270% | |
2/15/2024 | Citadel Advisors LLC | 68,853 | $2.69M | 0.0% | +92.0% | 1.129% | |
2/14/2024 | Royal Bank of Canada | 53,881 | $2.10M | 0.0% | +5.0% | 0.883% | |
2/14/2024 | Sei Investments Co. | 130,044 | $5.07M | 0.0% | -5.0% | 2.132% | |
2/13/2024 | Lake Street Advisors Group LLC | 699,764 | $27.30M | 1.8% | -9.1% | 11.472% | |
2/12/2024 | Partners Capital Investment Group LLP | 24,211 | $944K | 0.0% | -61.9% | 0.397% | |
2/8/2024 | Beacon Pointe Advisors LLC | 39,847 | $1.55M | 0.0% | +0.9% | 0.653% | |
2/7/2024 | Astoria Portfolio Advisors LLC. | 13,015 | $510K | 0.2% | -18.2% | 0.213% | |
2/7/2024 | AGF Management Ltd. | 25,500 | $995K | 0.0% | +240.0% | 0.418% | |
2/6/2024 | National Bank of Canada FI | 2,315 | $89K | 0.0% | +23.4% | 0.038% | |
2/2/2024 | Bailard Inc. | 103,475 | $4.04M | 0.1% | +8.1% | 1.696% | |
1/31/2024 | Institute for Wealth Management LLC. | 43,749 | $1.71M | 0.3% | -1.9% | 0.717% | |
1/31/2024 | AIFG Consultants Ltd. | 7,775 | $303K | 0.2% | -21.3% | 0.127% | |
1/30/2024 | Flputnam Investment Management Co. | 221,737 | $8.65M | 0.2% | +4.1% | 3.635% | |
1/26/2024 | Cerity Partners LLC | 91,183 | $3.56M | 0.0% | +104.4% | 1.495% | |
1/25/2024 | International Assets Investment Management LLC | 12,639 | $493K | 0.0% | N/A | 0.207% | |
1/22/2024 | Miracle Mile Advisors LLC | 161,537 | $6.30M | 0.2% | +45.2% | 2.648% | |
1/18/2024 | First National Corp MA ADV | 9,869 | $385K | 0.1% | +32.3% | 0.162% | |
1/17/2024 | Gemmer Asset Management LLC | 277,774 | $10.84M | 1.3% | +7.4% | 4.554% | |
1/8/2024 | Leith Wheeler Investment Counsel Ltd. | 226,828 | $8.85M | 1.0% | -15.8% | 3.718% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 11,660 | $414K | 0.0% | N/A | 0.191% | |
11/15/2023 | Royal Bank of Canada | 51,327 | $1.82M | 0.0% | +2.9% | 0.841% | |
11/15/2023 | Sei Investments Co. | 136,861 | $4.86M | 0.0% | +2.4% | 2.244% | |
11/14/2023 | Operose Advisors LLC | 4,018 | $143K | 0.1% | +487.4% | 0.066% | |
11/13/2023 | Mariner LLC | 23,028 | $817K | 0.0% | -26.5% | 0.378% | |
11/13/2023 | LPL Financial LLC | 153,754 | $5.45M | 0.0% | +16.8% | 2.521% | |
11/9/2023 | Betterment LLC | 1,180,270 | $41.86M | 0.1% | +2.2% | 19.349% | |
11/8/2023 | AIFG Consultants Ltd. | 9,884 | $351K | 0.3% | +21.2% | 0.162% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 30,418 | $1.08M | 0.0% | +11.1% | 0.499% | |
11/6/2023 | Flputnam Investment Management Co. | 212,926 | $7.55M | 0.2% | +11.1% | 3.491% | |
11/4/2023 | Fortis Capital Management LLC | 9,715 | $345K | 0.1% | +15.1% | 0.159% | |
10/25/2023 | Miracle Mile Advisors LLC | 111,261 | $3.95M | 0.1% | +113.8% | 1.824% | |
10/24/2023 | Bailard Inc. | 95,702 | $3.40M | 0.1% | +2.2% | 1.569% | |
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10/23/2023 | Commonwealth Equity Services LLC | 48,280 | $1.71M | 0.0% | +5.7% | 0.791% | |
10/19/2023 | Proffitt & Goodson Inc. | 11,688 | $415K | 0.1% | +9.6% | 0.192% | |
10/19/2023 | Gemmer Asset Management LLC | 258,654 | $9.18M | 1.2% | +7.8% | 4.240% | |
10/13/2023 | Institute for Wealth Management LLC. | 44,608 | $1.58M | 0.3% | +11.9% | 0.731% | |
10/13/2023 | Bond & Devick Financial Network Inc. | 8,621 | $306K | 0.2% | +13.0% | 0.141% | |
10/11/2023 | Stonehearth Capital Management LLC | 7,832 | $278K | 0.2% | +7.8% | 0.128% | |
8/30/2023 | AIFG Consultants Ltd. | 8,153 | $307K | 0.2% | -7.8% | 0.134% | |
8/21/2023 | Osaic Holdings Inc. | 21,880 | $824K | 0.0% | +316.2% | 0.359% | |
8/15/2023 | Harbour Investments Inc. | 28,554 | $1.08M | 0.1% | -7.9% | 0.468% | |
8/15/2023 | Royal Bank of Canada | 49,886 | $1.88M | 0.0% | -2.0% | 0.818% | |
8/15/2023 | Beacon Pointe Advisors LLC | 39,498 | $1.49M | 0.0% | +1.9% | 0.648% | |
8/15/2023 | Citadel Advisors LLC | 59,885 | $2.26M | 0.0% | -5.9% | 0.982% | |
8/14/2023 | Partners Capital Investment Group LLP | 71,369 | $2.69M | 0.1% | +54.7% | 1.170% | |
8/11/2023 | Baird Financial Group Inc. | 14,544 | $548K | 0.0% | -10.2% | 0.238% | |
8/11/2023 | Sei Investments Co. | 133,638 | $5.03M | 0.0% | +2.4% | 2.191% | |
8/10/2023 | Osaic Holdings Inc. | 642,658 | $203K | 0.0% | +12,124.8% | 10.535% | |
8/10/2023 | Commonwealth Equity Services LLC | 45,669 | $1.72M | 0.0% | +15.0% | 0.749% | |
8/9/2023 | AGF Management Ltd. | 7,400 | $279K | 0.0% | N/A | 0.121% | |
8/9/2023 | Operose Advisors LLC | 684 | $26K | 0.0% | N/A | 0.011% | |
8/4/2023 | Envestnet Asset Management Inc. | 6,375 | $240K | 0.0% | -9.6% | 0.094% | |
8/4/2023 | Fortis Capital Management LLC | 8,440 | $318K | 0.1% | -14.6% | 0.124% | |
8/1/2023 | Choate Investment Advisors | 6,514 | $245K | 0.0% | N/A | 0.096% | |
7/31/2023 | LPL Financial LLC | 131,667 | $4.96M | 0.0% | +6.0% | 1.936% | |
7/31/2023 | First National Corp MA ADV | 7,172 | $270K | 0.1% | -26.1% | 0.105% | |
7/28/2023 | First Republic Investment Management Inc. | 27,371 | $1.03M | 0.0% | -4.7% | 0.403% | |
7/26/2023 | National Bank of Canada FI | 1,876 | $70K | 0.0% | -26.5% | 0.028% | |
7/26/2023 | Institute for Wealth Management LLC. | 39,847 | $1.50M | 0.3% | +3.2% | 0.586% | |
7/24/2023 | Bridgewater Advisors Inc. | 15,150 | $570K | 0.1% | +6.7% | 0.223% | |
7/20/2023 | International Assets Investment Management LLC | 9,164 | $438K | 0.1% | N/A | 0.135% | |
7/20/2023 | Bailard Inc. | 93,617 | $3.53M | 0.1% | +0.5% | 1.377% | |
7/20/2023 | Gemmer Asset Management LLC | 239,917 | $9.03M | 1.2% | +10.3% | 3.528% | |
7/14/2023 | Astoria Portfolio Advisors LLC. | 15,922 | $613K | 0.2% | +13.8% | 0.234% | |
7/13/2023 | Miracle Mile Advisors LLC | 52,051 | $1.96M | 0.1% | -5.1% | 0.765% | |
7/6/2023 | Stonehearth Capital Management LLC | 7,268 | $274K | 0.1% | N/A | 0.107% | |
5/23/2023 | Toroso Investments LLC | 69,484 | $2.57M | 0.1% | +100.0% | 0.993% | |
5/17/2023 | Rockefeller Capital Management L.P. | 120,700 | $4.47M | 0.0% | +100.0% | 1.724% | |
5/16/2023 | Jane Street Group LLC | 32,056 | $1.19M | 0.0% | -8.5% | 0.458% | |
5/16/2023 | Harbour Investments Inc. | 31,008 | $1.15M | 0.1% | +87.1% | 0.443% | |
5/16/2023 | Betterment LLC | 1,124,119 | $41.64M | 0.1% | +98.3% | 16.059% | |
5/15/2023 | Partners Capital Investment Group LLP | 46,143 | $1.71M | 0.1% | +712.5% | 0.659% | |
5/15/2023 | Equitable Holdings Inc. | 16,039 | $594K | 0.0% | +104.5% | 0.229% | |
5/15/2023 | Flow Traders U.S. LLC | 40,049 | $1.48M | 0.1% | +91.9% | 0.572% | |
5/12/2023 | OLD Mission Capital LLC | 113,234 | $4.19M | 0.1% | +511.9% | 1.618% | |
5/12/2023 | Bank of America Corp DE | 36,773 | $1.36M | 0.0% | +235.7% | 0.525% | |
5/12/2023 | Oxford Financial Group Ltd. | 16,243 | $602K | 0.1% | +99.5% | 0.232% | |
5/12/2023 | Franklin Resources Inc. | 669,699 | $24.81M | 0.0% | +26.2% | 9.567% | |
5/12/2023 | UBS Group AG | 2,202 | $82K | 0.0% | +900.9% | 0.031% | |
5/12/2023 | Sei Investments Co. | 130,492 | $4.83M | 0.0% | +103.2% | 1.864% | |
5/12/2023 | First Republic Investment Management Inc. | 28,734 | $1.06M | 0.0% | +100.1% | 0.410% | |
5/11/2023 | Fortis Capital Management LLC | 9,882 | $366K | 0.1% | +110.3% | 0.141% | |
The Best AI Stock to Own in the World Today is Trading for Just $25 (Ad) “Titan of Tech” Bets Big on Tiny AI Company
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5/11/2023 | Cerity Partners LLC | 84,796 | $3.14M | 0.0% | N/A | 1.211% | |
5/11/2023 | Envestnet Asset Management Inc. | 7,049 | $261K | 0.0% | +120.4% | 0.101% | |
5/11/2023 | Commonwealth Equity Services LLC | 39,723 | $1.47M | 0.0% | +116.5% | 0.567% | |
5/11/2023 | Fulcrum Capital LLC | 8,456 | $313K | 0.1% | +100.0% | 0.121% | |
5/10/2023 | Leith Wheeler Investment Counsel Ltd. | 269,428 | $9.98M | 1.5% | +89.7% | 3.849% | |
5/10/2023 | Aufman Associates Inc | 6,375 | $236K | 0.2% | +100.0% | 0.091% | |
5/10/2023 | LPL Financial LLC | 124,184 | $4.60M | 0.0% | +117.6% | 1.774% | |
5/9/2023 | Tortoise Investment Management LLC | 920 | $34K | 0.0% | +100.0% | 0.013% | |
5/8/2023 | Bradley Foster & Sargent Inc. CT | 17,520 | $649K | 0.0% | +100.0% | 0.250% | |
5/8/2023 | Bailard Inc. | 93,178 | $3.45M | 0.1% | +100.5% | 1.331% | |