4/23/2024 | Global Retirement Partners LLC | 5,809 | $184K | 0.0% | -9.2% | 0.018% | |
4/22/2024 | Strategic Financial Concepts LLC | 34,194 | $1.09M | 0.3% | N/A | 0.106% | |
4/19/2024 | Tradewinds Capital Management LLC | 33,827 | $1.07M | 0.3% | -12.7% | 0.059% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 510,044 | $16.19M | 0.0% | -18.7% | 0.895% | |
4/16/2024 | Viewpoint Capital Management LLC | 37,446 | $1.19M | 0.8% | -1.3% | 0.066% | |
4/16/2024 | Jessup Wealth Management Inc | 26,469 | $840K | 0.4% | N/A | 0.046% | |
|
4/15/2024 | Sunbelt Securities Inc. | 11,508 | $365K | 0.0% | N/A | 0.020% | |
4/13/2024 | Columbus Macro LLC | 51,694 | $1.64M | 0.6% | N/A | 0.091% | |
4/10/2024 | Banque Cantonale Vaudoise | 5,063 | $161K | 0.0% | -8.3% | 0.009% | |
3/5/2024 | Fisher Asset Management LLC | 77,526 | $2.30M | 0.0% | -8.4% | 0.136% | |
3/5/2024 | Wellington Management Group LLP | 167,694 | $4.98M | 0.0% | -12.2% | 0.294% | |
2/14/2024 | EHP Funds Inc. | 10,300 | $306K | 0.1% | N/A | 0.018% | |
2/14/2024 | Prudential PLC | 158,100 | $4.69M | 0.0% | +2,095.8% | 0.277% | |
2/13/2024 | Morningstar Investment Services LLC | 732,063 | $21.71M | 0.1% | +97.2% | 1.284% | |
2/13/2024 | Optiver Holding B.V. | 3,857 | $115K | 0.0% | -98.8% | 0.007% | |
2/13/2024 | 1607 Capital Partners LLC | 229,400 | $6.81M | 0.5% | -45.0% | 0.402% | |
2/12/2024 | Innealta Capital LLC | 107,090 | $3.18M | 1.4% | +19.0% | 0.188% | |
2/12/2024 | TD Asset Management Inc | 824,625 | $24.48M | 0.0% | +0.1% | 1.447% | |
2/12/2024 | Parallel Advisors LLC | 941 | $28K | 0.0% | -70.2% | 0.002% | |
2/12/2024 | Hilltop Holdings Inc. | 131,872 | $3.92M | 0.4% | N/A | 0.231% | |
2/12/2024 | Hsbc Holdings PLC | 47,683 | $1.42M | 0.0% | -15.3% | 0.084% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 15,593 | $463K | 0.0% | -3.0% | 0.027% | |
2/7/2024 | BNP Paribas Financial Markets | 30,648 | $910K | 0.0% | -74.3% | 0.054% | |
2/7/2024 | Kovitz Investment Group Partners LLC | 39,009 | $1.16M | 0.0% | -1.1% | 0.068% | |
2/7/2024 | Mount Lucas Management LP | 24,925 | $740K | 0.2% | +32.3% | 0.044% | |
2/7/2024 | Principal Securities Inc. | 274,700 | $8.16M | 0.3% | N/A | 0.482% | |
2/6/2024 | Idaho Trust Bank | 67,595 | $2.01M | 1.2% | +18.4% | 0.119% | |
2/6/2024 | MeadowBrook Investment Advisors LLC | 3,146 | $93K | 0.1% | N/A | 0.006% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 2,655 | $79K | 0.0% | -12.0% | 0.005% | |
2/6/2024 | Fisher Asset Management LLC | 77,558 | $2.30M | 0.0% | -8.3% | 0.136% | |
2/5/2024 | RiverFront Investment Group LLC | 76,801 | $2.28M | 0.1% | -4.9% | 0.135% | |
2/2/2024 | Truist Financial Corp | 28,466 | $845K | 0.0% | -2.7% | 0.050% | |
2/2/2024 | Bryn Mawr Capital Management LLC | 7,268 | $216K | 0.0% | -8.5% | 0.013% | |
2/1/2024 | Tradewinds Capital Management LLC | 38,746 | $1.15M | 0.5% | -96.2% | 0.068% | |
1/30/2024 | Buffington Mohr McNeal | 7,400 | $220K | 0.0% | N/A | 0.013% | |
1/30/2024 | Vontobel Holding Ltd. | 149,102 | $4.43M | 0.0% | -5.2% | 0.262% | |
1/30/2024 | Viewpoint Capital Management LLC | 37,946 | $1.13M | 0.8% | -8.7% | 0.067% | |
1/29/2024 | Boothe Investment Group Inc. | 54,098 | $1.61M | 0.7% | +1.4% | 0.095% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 627,404 | $18.63M | 0.0% | +15.3% | 1.101% | |
1/25/2024 | Investment Partners Asset Management Inc. | 7,604 | $226K | 0.2% | N/A | 0.013% | |
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1/25/2024 | Nisa Investment Advisors LLC | 3,900 | $116K | 0.0% | +32.2% | 0.007% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 11,700 | $347K | 0.0% | N/A | 0.021% | |
1/24/2024 | International Assets Investment Management LLC | 2,969 | $88K | 0.0% | N/A | 0.005% | |
1/24/2024 | Private Trust Co. NA | 959 | $28K | 0.0% | -37.8% | 0.002% | |
1/18/2024 | Caprock Group LLC | 15,709 | $466K | 0.0% | N/A | 0.028% | |
1/18/2024 | Global Retirement Partners LLC | 6,395 | $183K | 0.0% | +28.4% | 0.011% | |
1/17/2024 | F&V Capital Management LLC | 23,930 | $710K | 0.2% | -1.6% | 0.042% | |
1/16/2024 | Raymond James & Associates | 11,702 | $347K | 0.0% | +4.4% | 0.021% | |
1/12/2024 | SG Americas Securities LLC | 44,173 | $1.31M | 0.0% | +73.7% | 0.077% | |
1/12/2024 | CX Institutional | 351,665 | $10.44M | 0.6% | -34.9% | 0.617% | |
1/11/2024 | AFG Fiduciary Services Limited Partnership | 19,506 | $574K | 0.5% | -3.8% | 0.034% | |
12/6/2023 | Citigroup Inc. | 38,123 | $999K | 0.0% | +616.6% | 0.067% | |
11/27/2023 | Banque Pictet & Cie SA | 50,502 | $1.32M | 0.0% | -4.3% | 0.089% | |
11/16/2023 | American Trust | 124,554 | $3.26M | 0.3% | N/A | 0.219% | |
11/15/2023 | Lido Advisors LLC | 14,034 | $368K | 0.0% | N/A | 0.025% | |
11/15/2023 | Evergreen Capital Management LLC | 49,946 | $1.31M | 0.1% | -1.5% | 0.088% | |
11/15/2023 | 1607 Capital Partners LLC | 417,000 | $10.93M | 0.8% | -0.5% | 0.732% | |
11/15/2023 | Insigneo Advisory Services LLC | 8,250 | $216K | 0.0% | N/A | 0.014% | |
11/14/2023 | Morningstar Investment Services LLC | 371,289 | $9.70M | 0.1% | -68.7% | 0.651% | |
11/14/2023 | Qube Research & Technologies Ltd | 193,951 | $5.08M | 0.0% | +69,918.4% | 0.340% | |
11/13/2023 | Hollencrest Capital Management | 48,265 | $1.27M | 0.1% | +54.4% | 0.085% | |
11/13/2023 | Optiver Holding B.V. | 334,657 | $8.77M | 0.0% | -37.5% | 0.587% | |
11/13/2023 | LPL Financial LLC | 444,602 | $11.65M | 0.0% | +54.2% | 0.780% | |
11/13/2023 | Hsbc Holdings PLC | 56,278 | $1.47M | 0.0% | -7.3% | 0.099% | |
11/13/2023 | Envestnet Asset Management Inc. | 361,290 | $9.47M | 0.0% | -34.3% | 0.634% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 16,069 | $421K | 0.0% | N/A | 0.028% | |
11/13/2023 | Prudential PLC | 7,200 | $189K | 0.0% | -93.6% | 0.013% | |
11/13/2023 | PNC Financial Services Group Inc. | 8,378 | $220K | 0.0% | -26.9% | 0.015% | |
11/9/2023 | Rhumbline Advisers | 103,665 | $2.72M | 0.0% | -0.8% | 0.182% | |
11/9/2023 | Valence8 US LP | 238,993 | $6.26M | 4.0% | +13.4% | 0.419% | |
11/9/2023 | Citigroup Inc. | 38,123 | $999K | 0.0% | +616.6% | 0.067% | |
11/9/2023 | Blair William & Co. IL | 2,181 | $57K | 0.0% | +71.3% | 0.004% | |
11/9/2023 | Kovitz Investment Group Partners LLC | 39,453 | $1.03M | 0.0% | -3.0% | 0.069% | |
11/8/2023 | HighTower Advisors LLC | 197,085 | $5.16M | 0.0% | +1.3% | 0.346% | |
11/8/2023 | Idaho Trust Bank | 57,080 | $1.50M | 1.0% | -10.0% | 0.100% | |
11/8/2023 | Bryn Mawr Capital Management LLC | 7,942 | $208K | 0.0% | N/A | 0.014% | |
11/7/2023 | RiverFront Investment Group LLC | 80,788 | $2.12M | 0.1% | -2.0% | 0.142% | |
11/3/2023 | Pictet North America Advisors SA | 50,502 | $1.32M | 0.2% | -4.3% | 0.089% | |
11/2/2023 | Nisa Investment Advisors LLC | 2,950 | $77K | 0.0% | -78.9% | 0.005% | |
11/2/2023 | Banque Pictet & Cie SA | 50,502 | $1.32M | 0.0% | -4.3% | 0.089% | |
10/30/2023 | Boothe Investment Group Inc. | 53,356 | $1.40M | 0.7% | -10.9% | 0.094% | |
10/30/2023 | Tradewinds Capital Management LLC | 1,019,027 | $26.70M | 9.1% | +2,935.3% | 1.788% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 543,945 | $14.25M | 0.0% | -4.2% | 0.954% | |
10/26/2023 | Osborne Partners Capital Management LLC | 10,815 | $283K | 0.0% | -15.4% | 0.019% | |
10/26/2023 | Viewpoint Capital Management LLC | 41,556 | $1.09M | 0.9% | +1.7% | 0.073% | |
10/24/2023 | Raymond James & Associates | 11,214 | $294K | 0.0% | -3.6% | 0.020% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 33,358 | $874K | 0.0% | +112.4% | 0.059% | |
10/23/2023 | Hexagon Capital Partners LLC | 1,090 | $29K | 0.0% | +112.1% | 0.002% | |
10/23/2023 | AFG Fiduciary Services Limited Partnership | 20,275 | $521K | 0.5% | -6.0% | 0.036% | |
10/23/2023 | Commonwealth Equity Services LLC | 12,651 | $331K | 0.0% | -12.5% | 0.022% | |
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10/18/2023 | CX Institutional | 540,243 | $14.15M | 0.8% | +24.7% | 0.948% | |
10/12/2023 | Granite Bay Wealth Management LLC | 63,000 | $1.76M | 0.0% | N/A | 0.111% | |
10/11/2023 | Donald L. Hagan LLC | 8,292 | $217K | 0.1% | N/A | 0.015% | |
10/11/2023 | Vontobel Holding Ltd. | 157,270 | $4.12M | 0.0% | -3.4% | 0.276% | |
10/10/2023 | National Bank of Canada FI | 4,524 | $116K | 0.0% | +62.6% | 0.008% | |
9/1/2023 | Portside Wealth Group LLC | 11,375 | $325K | 0.0% | N/A | 0.020% | |
8/22/2023 | Idaho Trust Bank | 63,449 | $1.81M | 1.1% | N/A | 0.111% | |
8/14/2023 | Zurich Insurance Group Ltd FI | 25,700 | $752K | 0.0% | N/A | 0.045% | |
8/14/2023 | Itau Unibanco Holding S.A. | 4,938 | $141K | 0.0% | N/A | 0.009% | |
8/14/2023 | Gilbert & Cook Inc. | 13,645 | $390K | 0.1% | -40.7% | 0.024% | |