3/5/2024 | Fisher Asset Management LLC | 8,968 | $0.29M | 0.0% | -3.4% | 0.382% | |
2/16/2024 | Harbour Investments Inc. | 34,945 | $1.11M | 0.0% | +9.2% | 1.487% | |
2/15/2024 | OLD Mission Capital LLC | 59,731 | $1.90M | 0.0% | +59.5% | 2.542% | |
2/15/2024 | Citadel Advisors LLC | 35,199 | $1.12M | 0.0% | -85.7% | 1.498% | |
2/14/2024 | Royal Bank of Canada | 7,497 | $0.24M | 0.0% | -19.7% | 0.319% | |
2/14/2024 | Kestra Advisory Services LLC | 29,938 | $0.95M | 0.0% | -3.8% | 1.274% | |
|
2/13/2024 | Envestnet Asset Management Inc. | 146,809 | $4.67M | 0.0% | -1.7% | 6.247% | |
2/7/2024 | Valley Wealth Managers Inc. | 152,042 | $4.84M | 0.4% | +3.7% | 6.470% | |
1/25/2024 | International Assets Investment Management LLC | 21,676 | $0.68M | 0.0% | N/A | 0.922% | |
1/24/2024 | International Assets Investment Management LLC | 21,676 | $0.68M | 0.0% | N/A | 0.922% | |
1/16/2024 | Raymond James & Associates | 154,113 | $4.91M | 0.0% | +6.8% | 6.558% | |
1/10/2024 | North Star Investment Management Corp. | 1,200 | $38K | 0.0% | -25.0% | 0.051% | |
1/9/2024 | Southland Equity Partners LLC | 11,475 | $0.37M | 0.1% | -16.2% | 0.488% | |
11/24/2023 | Deutsche Bank AG | 949 | $27K | 0.0% | N/A | 0.040% | |
11/16/2023 | Harbour Investments Inc. | 31,995 | $0.91M | 0.0% | +89.0% | 1.361% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 63,884 | $1.83M | 0.0% | N/A | 2.718% | |
11/13/2023 | Mariner LLC | 30,836 | $0.88M | 0.0% | +3.6% | 1.312% | |
11/13/2023 | Envestnet Asset Management Inc. | 149,380 | $4.27M | 0.0% | -61.1% | 6.357% | |
11/13/2023 | Kestra Advisory Services LLC | 31,135 | $0.89M | 0.0% | +8.2% | 1.325% | |
11/9/2023 | Valley Wealth Managers Inc. | 146,665 | $4.19M | 0.3% | N/A | 6.241% | |
11/9/2023 | Deutsche Bank AG | 949 | $27K | 0.0% | N/A | 0.040% | |
11/8/2023 | HighTower Advisors LLC | 12,555 | $0.36M | 0.0% | +12.9% | 0.534% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 11,692 | $0.33M | 0.0% | -14.0% | 0.498% | |
10/24/2023 | Raymond James & Associates | 144,251 | $4.12M | 0.0% | +4.7% | 6.138% | |
8/23/2023 | Headinvest LLC | 10,828 | $0.33M | 0.1% | +23.0% | 0.461% | |
8/21/2023 | Osaic Holdings Inc. | 8,086 | $0.25M | 0.0% | +28.3% | 0.344% | |
8/15/2023 | Harbour Investments Inc. | 16,927 | $0.52M | 0.0% | +41.0% | 0.720% | |
8/15/2023 | Royal Bank of Canada | 8,747 | $0.27M | 0.0% | -9.7% | 0.372% | |
8/15/2023 | Citadel Advisors LLC | 12,543 | $0.38M | 0.0% | -3.4% | 0.534% | |
8/15/2023 | Cedar Wealth Management LLC | 49,413 | $1.51M | 0.6% | -1.4% | 2.103% | |
8/11/2023 | Kestra Advisory Services LLC | 28,767 | $0.88M | 0.0% | +1.5% | 1.224% | |
8/10/2023 | Osaic Holdings Inc. | 8,086 | $0.25M | 0.0% | +28.3% | 0.344% | |
8/10/2023 | Cetera Advisor Networks LLC | 8,943 | $0.27M | 0.0% | +22.6% | 0.381% | |
8/4/2023 | Envestnet Asset Management Inc. | 384,343 | $11.76M | 0.0% | -6.9% | 16.711% | |
8/2/2023 | Bank of Montreal Can | 9,781 | $0.30M | 0.0% | N/A | 0.425% | |
7/31/2023 | LPL Financial LLC | 19,872 | $0.61M | 0.0% | +39.1% | 0.864% | |
7/28/2023 | First Republic Investment Management Inc. | 13,602 | $0.42M | 0.0% | -11.7% | 0.591% | |
7/25/2023 | Raymond James & Associates | 137,769 | $4.22M | 0.0% | -4.1% | 5.990% | |
7/20/2023 | International Assets Investment Management LLC | 47,229 | $2.55M | 0.3% | N/A | 2.053% | |
5/16/2023 | Susquehanna International Group LLP | 10,479 | $0.32M | 0.0% | N/A | 0.456% | |
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5/16/2023 | Jane Street Group LLC | 30,817 | $0.93M | 0.0% | -59.7% | 1.340% | |
5/16/2023 | Harbour Investments Inc. | 12,005 | $0.36M | 0.0% | +112.4% | 0.522% | |
5/15/2023 | Cedar Wealth Management LLC | 50,100 | $1.51M | 0.6% | +163.4% | 2.178% | |
5/12/2023 | UBS Group AG | 1,524 | $46K | 0.0% | -27.4% | 0.066% | |
5/12/2023 | First Republic Investment Management Inc. | 15,402 | $0.46M | 0.0% | -2.2% | 0.670% | |
5/12/2023 | HighTower Advisors LLC | 11,123 | $0.34M | 0.0% | N/A | 0.484% | |
5/11/2023 | Envestnet Asset Management Inc. | 412,740 | $12.45M | 0.0% | +8.9% | 17.945% | |
4/14/2023 | Raymond James & Associates | 143,599 | $4.33M | 0.0% | +3.7% | 6.243% | |
4/12/2023 | Old Port Advisors | 43,866 | $1.34M | 0.5% | -11.6% | 1.907% | |
3/6/2023 | OLD Mission Capital LLC | 14,249 | $0.39M | 0.0% | -80.0% | 0.620% | |
2/16/2023 | Harbour Investments Inc. | 5,651 | $0.15M | 0.0% | +51.3% | 0.257% | |
2/15/2023 | Jane Street Group LLC | 76,511 | $2.09M | 0.0% | +93.3% | 3.478% | |
2/15/2023 | Morgan Stanley | 70,949 | $1.94M | 0.0% | -26.9% | 3.225% | |
2/15/2023 | Mariner LLC | 16,319 | $0.45M | 0.0% | N/A | 0.742% | |
2/14/2023 | Headinvest LLC | 8,800 | $0.24M | 0.1% | N/A | 0.400% | |
2/13/2023 | First Republic Investment Management Inc. | 15,752 | $0.43M | 0.0% | -24.8% | 0.716% | |
2/10/2023 | Bank of America Corp DE | 2,077 | $57K | 0.0% | -41.9% | 0.094% | |
2/10/2023 | Advisor Group Holdings Inc. | 5,931 | $0.16M | 0.0% | +16.3% | 0.270% | |
2/8/2023 | Raymond James & Associates | 138,522 | $3.78M | 0.0% | -41.7% | 6.296% | |
2/7/2023 | LPL Financial LLC | 9,823 | $0.27M | 0.0% | -65.2% | 0.447% | |
2/7/2023 | IFP Advisors Inc | 8,212 | $0.22M | 0.0% | -23.6% | 0.373% | |
2/7/2023 | Envestnet Asset Management Inc. | 379,171 | $10.34M | 0.0% | N/A | 17.235% | |
2/3/2023 | Fisher Asset Management LLC | 9,076 | $0.25M | 0.0% | N/A | 0.413% | |
1/31/2023 | Kestra Advisory Services LLC | 25,086 | $0.68M | 0.0% | +1.8% | 1.140% | |
1/18/2023 | Activest Wealth Management | 2,448 | $69K | 0.0% | N/A | 0.111% | |
1/18/2023 | Colorado Capital Management Inc. | 14,732 | $0.40M | 0.3% | -2.4% | 0.670% | |
1/11/2023 | Old Port Advisors | 49,598 | $1.35M | 0.5% | -3.4% | 2.254% | |
11/16/2022 | Jane Street Group LLC | 39,583 | $0.91M | 0.0% | -59.9% | 2.030% | |
11/15/2022 | Citadel Advisors LLC | 85,756 | $1.98M | 0.0% | N/A | 4.398% | |
11/14/2022 | Royal Bank of Canada | 13,009 | $0.30M | 0.0% | -45.6% | 0.667% | |
11/14/2022 | OLD Mission Capital LLC | 71,114 | $1.64M | 0.1% | -12.0% | 3.647% | |
11/10/2022 | Strategic Wealth Advisors Group LLC | 19,861 | $0.46M | 0.0% | -9.4% | 1.019% | |
11/10/2022 | UBS Group AG | 1,882 | $43K | 0.0% | +8,082.6% | 0.097% | |
11/4/2022 | First Republic Investment Management Inc. | 20,942 | $0.48M | 0.0% | -7.8% | 1.074% | |
10/25/2022 | Raymond James & Associates | 237,465 | $5.48M | 0.0% | -2.5% | 12.178% | |
10/19/2022 | Colorado Capital Management Inc. | 15,093 | $0.35M | 0.3% | +5.5% | 0.736% | |
8/16/2022 | First Republic Investment Management Inc. | 22,722 | $0.60M | 0.0% | -17.6% | 0.927% | |
8/16/2022 | Jane Street Group LLC | 98,788 | $2.60M | 0.0% | +204.4% | 4.032% | |
8/12/2022 | LPL Financial LLC | 54,025 | $1.42M | 0.0% | +12.2% | 2.205% | |
8/8/2022 | Argent Advisors Inc. | 43,394 | $1.14M | 0.6% | +21.9% | 1.771% | |
8/5/2022 | OLD Mission Capital LLC | 80,800 | $2.12M | 0.1% | -16.8% | 3.298% | |
8/3/2022 | Envestnet Asset Management Inc. | 161,023 | $4.23M | 0.0% | +40.1% | 6.572% | |
7/8/2022 | Old Port Advisors | 51,535 | $1.33M | 0.5% | -5.6% | 2.103% | |
6/7/2022 | Bank of America Corp DE | 8,690 | $0.27M | 0.0% | +31.0% | 0.355% | |
5/17/2022 | Jane Street Group LLC | 32,457 | $1.02M | 0.0% | N/A | 1.325% | |
5/17/2022 | Royal Bank of Canada | 22,928 | $0.72M | 0.0% | +16.3% | 0.936% | |
5/16/2022 | UBS Group AG | 1,248 | $39K | 0.0% | +24,860.0% | 0.051% | |
5/13/2022 | Centaurus Financial Inc. | 29,689 | $0.93M | 0.1% | N/A | 1.212% | |
5/12/2022 | Cedar Wealth Management LLC | 48,930 | $1.53M | 0.6% | +79.4% | 1.997% | |
5/11/2022 | Raymond James & Associates | 149,583 | $4.68M | 0.0% | N/A | 6.105% | |
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5/10/2022 | Strategic Wealth Advisors Group LLC | 17,067 | $0.53M | 0.0% | N/A | 0.697% | |
5/4/2022 | Advisor Group Holdings Inc. | 7,432 | $0.34M | 0.0% | -9.7% | 0.303% | |
5/4/2022 | Gladstone Institutional Advisory LLC | 18,930 | $0.59M | 0.0% | +8.8% | 0.773% | |
5/4/2022 | Envestnet Asset Management Inc. | 114,963 | $3.60M | 0.0% | N/A | 4.692% | |
5/3/2022 | North Star Investment Management Corp. | 1,600 | $50K | 0.0% | -27.3% | 0.065% | |
4/26/2022 | Argent Advisors Inc. | 35,586 | $1.11M | 0.6% | +58.6% | 1.452% | |
4/26/2022 | Kestra Advisory Services LLC | 20,431 | $0.64M | 0.0% | -18.8% | 0.834% | |
4/15/2022 | Colorado Capital Management Inc. | 14,312 | $0.45M | 0.3% | +21.1% | 0.609% | |
4/12/2022 | Old Port Advisors | 54,574 | $1.73M | 0.6% | -5.1% | 2.373% | |
2/11/2022 | Headinvest LLC | 11,800 | $0.41M | 0.1% | +18.4% | 0.524% | |