7/31/2025 | AlTi Global Inc. | 4,173,401 | $106.99M | 2.7% | +1.9% | 28.585% | |
7/25/2025 | CWM LLC | 90,656 | $2.32M | 0.0% | N/A | 0.621% | |
7/16/2025 | West Branch Capital LLC | 1,040 | $27K | 0.0% | N/A | 0.007% | |
7/2/2025 | HBW Advisory Services LLC | 12,344 | $316K | 0.0% | N/A | 0.085% | |
6/2/2025 | Modern Wealth Management LLC | 23,798 | $620K | 0.0% | +22.5% | 0.165% | |
5/19/2025 | Jane Street Group LLC | 12,454 | $324K | 0.0% | N/A | 0.086% | |
5/19/2025 | SCS Capital Management LLC | 83,600 | $2.18M | 0.0% | N/A | 0.581% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 12,228 | $319K | 0.2% | +13.3% | 0.081% | |
5/16/2025 | AlTi Global Inc. | 4,093,723 | $106.64M | 2.8% | +7.5% | 27.201% | |
5/15/2025 | Royal Bank of Canada | 11,131 | $290K | 0.0% | -63.4% | 0.074% | |
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5/15/2025 | OLD Mission Capital LLC | 18,771 | $489K | 0.0% | N/A | 0.125% | |
5/14/2025 | Flow Traders U.S. LLC | 16,378 | $427K | 0.0% | N/A | 0.109% | |
5/13/2025 | Raymond James Financial Inc. | 180,859 | $4.71M | 0.0% | +5.8% | 1.202% | |
5/13/2025 | Cresset Asset Management LLC | 309,928 | $8.07M | 0.0% | -17.3% | 2.059% | |
5/13/2025 | Rock Creek Group LP | 105,910 | $2.52M | 0.3% | +100.0% | 0.704% | |
5/12/2025 | Benjamin Edwards Inc. | 74,101 | $1.93M | 0.0% | N/A | 0.492% | |
5/8/2025 | Marshall Investment Management LLC | 40,412 | $1.05M | 0.7% | N/A | 0.269% | |
5/7/2025 | LPL Financial LLC | 334,836 | $8.72M | 0.0% | +58.5% | 2.225% | |
5/5/2025 | IFP Advisors Inc | 22,081 | $575K | 0.0% | +3.0% | 0.147% | |
5/5/2025 | Kestra Private Wealth Services LLC | 15,202 | $396K | 0.0% | N/A | 0.101% | |
5/5/2025 | Private Advisor Group LLC | 334,326 | $8.71M | 0.1% | +0.5% | 2.221% | |
5/2/2025 | Sigma Planning Corp | 8,748 | $228K | 0.0% | N/A | 0.058% | |
4/28/2025 | Summit Trail Advisors LLC | 103,252 | $2.69M | 0.1% | +4.1% | 0.686% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 11,837 | $308K | 0.0% | N/A | 0.079% | |
4/18/2025 | Prosperity Wealth Management Inc. | 12,213 | $318K | 0.1% | -10.3% | 0.081% | |
4/16/2025 | CVA Family Office LLC | 20,003 | $521K | 0.1% | -21.6% | 0.133% | |
2/17/2025 | Fiduciary Trust Co | 5,394,797 | $132.23M | 1.7% | +0.7% | 42.816% | |
2/17/2025 | Cresset Asset Management LLC | 374,723 | $9.18M | 0.0% | +2.7% | 2.974% | |
2/17/2025 | AlTi Global Inc. | 3,809,331 | $93.48M | 2.3% | +9.9% | 30.233% | |
2/14/2025 | Stifel Financial Corp | 185,659 | $4.55M | 0.0% | +0.8% | 1.473% | |
2/13/2025 | Legacy Investment Solutions LLC | 10,795 | $277K | 0.2% | +135.2% | 0.086% | |
2/13/2025 | Raymond James Financial Inc. | 171,004 | $4.19M | 0.0% | N/A | 1.357% | |
2/13/2025 | Cerity Partners OCIO LLC | 2,400,565 | $58.84M | 3.9% | -1.0% | 19.052% | |
2/13/2025 | Envestnet Asset Management Inc. | 14,836 | $364K | 0.0% | N/A | 0.118% | |
2/11/2025 | Modern Wealth Management LLC | 24,915 | $647K | 0.0% | N/A | 0.198% | |
2/11/2025 | LPL Financial LLC | 211,195 | $5.18M | 0.0% | +7.0% | 1.676% | |
2/10/2025 | Commonwealth Equity Services LLC | 11,990 | $294K | 0.0% | N/A | 0.095% | |
2/7/2025 | Prosperity Wealth Management Inc. | 13,613 | $334K | 0.1% | +10.7% | 0.108% | |
2/6/2025 | Raymond James Financial Inc. | 171,004 | $4.19M | 0.0% | N/A | 1.357% | |
2/5/2025 | SRS Capital Advisors Inc. | 48,209 | $1.18M | 0.1% | N/A | 0.383% | |
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2/4/2025 | IFP Advisors Inc | 21,442 | $526K | 0.0% | N/A | 0.170% | |
2/3/2025 | Private Advisor Group LLC | 332,607 | $8.15M | 0.0% | -2.6% | 2.640% | |
1/31/2025 | Global Retirement Partners LLC | 5,208 | $128K | 0.0% | -25.7% | 0.041% | |
1/29/2025 | Summit Trail Advisors LLC | 99,142 | $2.43M | 0.1% | +29.0% | 0.787% | |
11/15/2024 | Legacy Investment Solutions LLC | 4,589 | $116K | 0.1% | N/A | 0.036% | |
11/15/2024 | Jane Street Group LLC | 30,621 | $740K | 0.0% | -70.9% | 0.243% | |
11/15/2024 | Stifel Financial Corp | 184,242 | $4.46M | 0.0% | +3.5% | 1.462% | |
11/14/2024 | Fiduciary Trust Co | 5,355,165 | $129.49M | 1.8% | +0.4% | 42.501% | |
11/12/2024 | Summit Trail Advisors LLC | 76,856 | $1.86M | 0.0% | N/A | 0.610% | |
10/22/2024 | Private Advisor Group LLC | 341,596 | $8.26M | 0.1% | +4.5% | 2.711% | |
10/19/2024 | Cedrus LLC | 38,282 | $926K | 0.3% | +24.5% | 0.304% | |
10/10/2024 | CVA Family Office LLC | 25,308 | $612K | 0.1% | N/A | 0.201% | |
8/15/2024 | AlTi Global Inc. | 3,403,611 | $79.48M | 2.1% | +26.4% | 27.013% | |
8/14/2024 | Cerity Partners OCIO LLC | 2,424,815 | $56.62M | 4.3% | N/A | 19.245% | |
8/5/2024 | Private Advisor Group LLC | 326,915 | $7.63M | 0.1% | +1.5% | 2.595% | |
4/30/2024 | Private Advisor Group LLC | 322,132 | $7.43M | 0.1% | +90.9% | 2.567% | |
2/12/2024 | Fiduciary Trust Co | 5,291,743 | $112.61M | 1.9% | +1.2% | 77.820% | |
2/12/2024 | Perella Weinberg Partners Capital Management LP | 1,934,861 | $41.17M | 3.4% | N/A | 28.454% | |
11/13/2023 | Stifel Financial Corp | 174,516 | $3.68M | 0.0% | -5.1% | 2.566% | |
11/13/2023 | LPL Financial LLC | 237,736 | $5.02M | 0.0% | +62.9% | 3.496% | |
11/3/2023 | Private Advisor Group LLC | 168,404 | $3.55M | 0.0% | +10.0% | 2.477% | |
10/11/2023 | CWM LLC | 1,164 | $25K | 0.0% | N/A | 0.017% | |
8/10/2023 | Private Advisor Group LLC | 153,097 | $3.08M | 0.0% | +2.8% | 2.251% | |
8/1/2023 | Fiduciary Trust Co. | 5,011,758 | $100.89M | 1.8% | +2.4% | 84.231% | |
7/31/2023 | LPL Financial LLC | 145,930 | $2.94M | 0.0% | N/A | 2.453% | |
7/20/2023 | Tiedemann Advisors LLC | 718,165 | $14.46M | 0.6% | +6,698.2% | 12.070% | |
5/10/2023 | Private Advisor Group LLC | 148,948 | $2.96M | 0.0% | N/A | 2.864% | |
3/6/2023 | Rockefeller Capital Management L.P. | 87,471 | $1.74M | 0.0% | N/A | 1.682% | |
2/8/2023 | Tiedemann Advisors LLC | 10,544 | $210K | 0.0% | N/A | 0.201% | |
2/8/2023 | Belpointe Asset Management LLC | 4,992 | $99K | 0.0% | N/A | 0.095% | |