5/19/2025 | Jane Street Group LLC | 44,106 | $1.18M | 0.0% | -24.9% | 1.696% | |
5/14/2025 | Smartleaf Asset Management LLC | 6,233 | $163K | 0.0% | +7.7% | 0.240% | |
5/8/2025 | Harbour Investments Inc. | 3,905 | $104K | 0.0% | +23.1% | 0.150% | |
5/6/2025 | Ignite Planners LLC | 102,471 | $2.76M | 0.5% | +11.9% | 3.941% | |
4/29/2025 | Bank of New York Mellon Corp | 206,442 | $5.52M | 0.0% | N/A | 7.940% | |
4/29/2025 | OneDigital Investment Advisors LLC | 7,900 | $211K | 0.0% | -11.1% | 0.304% | |
4/28/2025 | Elmwood Wealth Management Inc. | 108,206 | $2.90M | 1.2% | -1.4% | 4.162% | |
4/28/2025 | Vontobel Holding Ltd. | 416,583 | $11.15M | 0.0% | +2.1% | 16.022% | |
4/9/2025 | NBC Securities Inc. | 20,756 | $555K | 0.0% | +103,680.0% | 0.783% | |
2/25/2025 | Armis Advisers LLC | 12,340 | $313K | 0.0% | N/A | 0.411% | |
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2/17/2025 | Bank of America Corp DE | 245,994 | $6.24M | 0.0% | -2.1% | 8.200% | |
2/14/2025 | Jane Street Group LLC | 58,756 | $1.49M | 0.0% | +8.9% | 1.959% | |
2/14/2025 | OneDigital Investment Advisors LLC | 8,891 | $226K | 0.0% | -22.8% | 0.296% | |
2/13/2025 | Wells Fargo & Company MN | 117,333 | $2.98M | 0.0% | -3.6% | 3.911% | |
2/12/2025 | OLD Mission Capital LLC | 23,379 | $593K | 0.0% | +153.0% | 0.779% | |
2/12/2025 | JPMorgan Chase & Co. | 6,348 | $161K | 0.0% | +86.1% | 0.212% | |
2/11/2025 | LPL Financial LLC | 18,351 | $466K | 0.0% | +9.6% | 0.612% | |
2/7/2025 | Haven Private LLC | 35,286 | $895K | 0.5% | N/A | 1.176% | |
1/31/2025 | Treasure Coast Financial Planning | 13,479 | $342K | 0.2% | N/A | 0.449% | |
1/30/2025 | Valmark Advisers Inc. | 9,084 | $231K | 0.0% | +5.2% | 0.303% | |
1/30/2025 | Vontobel Holding Ltd. | 408,094 | $10.36M | 0.0% | -0.7% | 13.603% | |
1/27/2025 | Insight Advisors LLC PA | 10,736 | $274K | 0.0% | +39.8% | 0.358% | |
1/14/2025 | Ignite Planners LLC | 91,552 | $2.33M | 0.5% | +5.2% | 3.052% | |
1/13/2025 | Elmwood Wealth Management Inc. | 109,748 | $2.79M | 1.1% | +5.5% | 3.658% | |
12/26/2024 | JPMorgan Chase & Co. | 3,411 | $95K | 0.0% | -42.1% | 0.114% | |
11/15/2024 | Jane Street Group LLC | 53,930 | $1.51M | 0.0% | -60.8% | 1.798% | |
11/6/2024 | OneDigital Investment Advisors LLC | 11,511 | $322K | 0.0% | -7.6% | 0.384% | |
10/18/2024 | Net Worth Advisory Group | 12,100 | $338K | 0.1% | N/A | 0.403% | |
10/16/2024 | Vontobel Holding Ltd. | 410,816 | $11.48M | 0.0% | -2.6% | 13.694% | |
10/15/2024 | NBC Securities Inc. | 19,139 | $534K | 0.0% | +30.1% | 0.638% | |
10/11/2024 | Elmwood Wealth Management Inc. | 104,048 | $2.91M | 1.2% | +0.9% | 3.468% | |
10/8/2024 | Ignite Planners LLC | 87,042 | $2.43M | 0.6% | +19.7% | 2.901% | |
10/1/2024 | Bridge Advisory LLC | 84,723 | $2.37M | 1.1% | -25.0% | 2.824% | |
7/23/2024 | Bridge Advisory LLC | 112,978 | $2.98M | 1.5% | -8.0% | 3.766% | |
7/15/2024 | RFG Advisory LLC | 8,579 | $226K | 0.0% | +12.7% | 0.286% | |
7/12/2024 | Ignite Planners LLC | 72,688 | $1.93M | 0.5% | +14.5% | 2.423% | |
5/17/2024 | Pineridge Advisors LLC | 1,448 | $40K | 0.0% | -66.9% | 0.048% | |
4/16/2024 | Bridge Advisory LLC | 122,862 | $3.36M | 1.7% | -44.7% | 3.321% | |
4/12/2024 | Ignite Planners LLC | 63,505 | $1.73M | 0.5% | +35.1% | 1.716% | |
4/11/2024 | RFG Advisory LLC | 7,614 | $208K | 0.0% | N/A | 0.206% | |
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4/5/2024 | NBC Securities Inc. | 13,722 | $375K | 0.0% | +49.9% | 0.371% | |
3/1/2024 | Pineridge Advisors LLC | 4,378 | $123K | 0.0% | N/A | 0.118% | |
2/26/2024 | Virtu Financial LLC | 9,533 | $268K | 0.0% | N/A | 0.258% | |
2/7/2024 | NBC Securities Inc. | 9,156 | $257K | 0.0% | +81.3% | 0.247% | |
2/1/2024 | CWM LLC | 2,054 | $58K | 0.0% | +23.1% | 0.056% | |
1/30/2024 | Elmwood Wealth Management Inc. | 47,000 | $1.32M | 0.9% | -26.7% | 1.270% | |
1/30/2024 | Vontobel Holding Ltd. | 399,907 | $11.23M | 0.1% | -6.0% | 10.808% | |
1/29/2024 | AlphaQ Advisors LLC | 84,549 | $2.37M | 1.6% | +26.5% | 2.285% | |
1/22/2024 | Drive Wealth Management LLC | 8,591 | $241K | 0.1% | -24.0% | 0.232% | |
1/17/2024 | Bridge Advisory LLC | 222,340 | $6.24M | 3.1% | -16.8% | 6.009% | |
1/12/2024 | Redhawk Wealth Advisors Inc. | 48,231 | $1.35M | 0.3% | N/A | 1.304% | |
1/9/2024 | Ignite Planners LLC | 47,008 | $1.30M | 0.4% | -40.4% | 1.270% | |
11/16/2023 | Elmwood Wealth Management Inc. | 64,078 | $1.68M | 0.8% | +4.3% | 1.732% | |
11/13/2023 | Cambria Investment Management L.P. | 434,117 | $11.40M | 0.9% | -7.1% | 11.733% | |
11/4/2023 | NBC Securities Inc. | 5,051 | $132K | 0.0% | N/A | 0.137% | |
10/27/2023 | First Horizon Advisors Inc. | 1,101 | $29K | 0.0% | N/A | 0.030% | |
10/27/2023 | AlphaQ Advisors LLC | 66,821 | $1.76M | 1.5% | N/A | 1.806% | |
10/27/2023 | Whittier Trust Co. | 2,187 | $57K | 0.0% | -76.6% | 0.059% | |
10/20/2023 | Bridge Advisory LLC | 267,130 | $7.02M | 2.4% | -0.6% | 7.220% | |
10/11/2023 | Drive Wealth Management LLC | 11,304 | $297K | 0.1% | -19.3% | 0.306% | |
10/11/2023 | Ignite Planners LLC | 78,926 | $1.98M | 0.6% | N/A | 2.133% | |
10/11/2023 | Vontobel Holding Ltd. | 425,603 | $11.18M | 0.1% | -0.5% | 11.503% | |
10/10/2023 | Ameliora Wealth Management Ltd. | 6,010 | $158K | 0.1% | N/A | 0.162% | |
8/11/2023 | V Wealth Advisors LLC | 10,434 | $288K | 0.0% | -7.7% | 0.282% | |
8/10/2023 | Cambria Investment Management L.P. | 467,483 | $12.90M | 1.1% | -2.7% | 12.635% | |
8/9/2023 | Spire Wealth Management | 1,500 | $41K | 0.0% | N/A | 0.041% | |
8/8/2023 | Claro Advisors LLC | 8,203 | $226K | 0.1% | +9.8% | 0.222% | |
8/3/2023 | Northwest Capital Management Inc | 1,669 | $46K | 0.0% | N/A | 0.041% | |
8/3/2023 | CWM LLC | 1,669 | $46K | 0.0% | N/A | 0.041% | |
8/3/2023 | Valmark Advisers Inc. | 8,249 | $228K | 0.0% | +5.4% | 0.201% | |
8/2/2023 | Bank of Montreal Can | 69,723 | $1.93M | 0.0% | N/A | 1.701% | |
7/31/2023 | LPL Financial LLC | 29,633 | $817K | 0.0% | +247.6% | 0.723% | |
7/24/2023 | Vontobel Holding Ltd. | 427,891 | $11.80M | 0.1% | +0.3% | 10.436% | |
7/17/2023 | Bridge Advisory LLC | 268,697 | $7.41M | 2.7% | +0.7% | 6.554% | |
7/14/2023 | Drive Wealth Management LLC | 14,009 | $386K | 0.1% | -5.3% | 0.342% | |
5/11/2023 | Cambria Investment Management L.P. | 480,289 | $13.00M | 1.1% | N/A | 13.921% | |
5/10/2023 | Resources Investment Advisors LLC. | 22,708 | $615K | 0.0% | -2.1% | 0.658% | |
5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 2,623 | $71K | 0.0% | N/A | 0.076% | |
5/2/2023 | V Wealth Advisors LLC | 11,307 | $306K | 0.1% | -7.6% | 0.328% | |
5/2/2023 | Valmark Advisers Inc. | 7,824 | $212K | 0.0% | N/A | 0.227% | |
4/28/2023 | Elmwood Wealth Management Inc. | 61,560 | $1.67M | 0.8% | +12.0% | 1.784% | |
4/24/2023 | Ahrens Investment Partners LLC | 1,179 | $32K | 0.0% | N/A | 0.034% | |
4/17/2023 | Claro Advisors LLC | 7,472 | $202K | 0.1% | N/A | 0.217% | |
4/14/2023 | Bridge Advisory LLC | 266,725 | $7.22M | 2.8% | N/A | 7.731% | |
4/12/2023 | Vontobel Holding Ltd. | 426,581 | $11.55M | 0.1% | -0.4% | 12.365% | |
2/9/2023 | Prudential PLC | 242,077 | $6.25M | 0.1% | +95.1% | 7.017% | |
2/2/2023 | Resources Investment Advisors LLC. | 23,206 | $599K | 0.0% | -19.1% | 0.673% | |
1/27/2023 | Drive Wealth Management LLC | 15,088 | $390K | 0.2% | N/A | 0.437% | |
1/26/2023 | Sterling Investment Advisors LLC ADV | 10,585 | $273K | 0.2% | N/A | 0.307% | |
1/26/2023 | Harel Insurance Investments & Financial Services Ltd. | 1,850 | $48K | 0.0% | N/A | 0.054% | |
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1/26/2023 | Elmwood Wealth Management Inc. | 54,987 | $1.42M | 0.7% | -4.8% | 1.594% | |
1/10/2023 | Coldstream Capital Management Inc. | 21,034 | $543K | 0.0% | N/A | 0.584% | |
11/15/2022 | Flow Traders U.S. LLC | 65,606 | $1.59M | 0.1% | +42.4% | 1.822% | |
11/14/2022 | Elmwood Wealth Management Inc. | 57,777 | $1.40M | 0.7% | +2.3% | 1.605% | |
11/14/2022 | Prudential PLC | 124,100 | $3.01M | 0.0% | N/A | 3.447% | |
11/8/2022 | Resources Investment Advisors LLC. | 28,688 | $696K | 0.0% | -3.4% | 0.797% | |
11/4/2022 | V Wealth Advisors LLC | 12,081 | $293K | 0.1% | +10.8% | 0.336% | |
11/4/2022 | Vontobel Holding Ltd. | 443,315 | $10.76M | 0.1% | N/A | 12.314% | |
11/4/2022 | Foresight Wealth Management LLC | 46,396 | $1.13M | 0.3% | +1.8% | 1.289% | |
11/2/2022 | Rockefeller Capital Management L.P. | 3,528 | $85K | 0.0% | +3,358.8% | 0.098% | |