4/30/2025 | Trek Financial LLC | 125,102 | $5.29M | 0.4% | N/A | 1.558% | |
4/29/2025 | Bank of New York Mellon Corp | 5,603 | $237K | 0.0% | -29.7% | 0.070% | |
4/29/2025 | Onyx Bridge Wealth Group LLC | 20,359 | $862K | 0.1% | -87.1% | 0.254% | |
4/25/2025 | Monument Capital Management | 76,566 | $3.24M | 1.0% | N/A | 0.928% | |
4/25/2025 | Wealthstar Advisors LLC | 5,468 | $231K | 0.1% | N/A | 0.066% | |
4/23/2025 | Moran Wealth Management LLC | 218,476 | $9.25M | 0.3% | -3.0% | 2.648% | |
4/23/2025 | Oppenheimer & Co. Inc. | 6,911 | $292K | 0.0% | N/A | 0.084% | |
4/22/2025 | Brueske Advisory Services LLC | 14,773 | $625K | 0.6% | -22.6% | 0.179% | |
4/22/2025 | Innealta Capital LLC | 30,947 | $1.31M | 0.7% | +40.3% | 0.375% | |
4/22/2025 | Nilsine Partners LLC | 64,972 | $2.75M | 0.3% | +5.1% | 0.788% | |
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4/22/2025 | Arrow Investment Advisors LLC | 15,241 | $645K | 0.7% | -27.2% | 0.185% | |
4/17/2025 | Cyndeo Wealth Partners LLC | 6,878 | $291K | 0.0% | -6.2% | 0.083% | |
4/15/2025 | SG Americas Securities LLC | 8,401 | $356K | 0.0% | -51.0% | 0.102% | |
4/14/2025 | NewSquare Capital LLC | 38,022 | $1.61M | 0.1% | -11.1% | 0.461% | |
4/10/2025 | Contravisory Investment Management Inc. | 24,235 | $1.03M | 0.2% | +2.9% | 0.294% | |
2/18/2025 | GTS Securities LLC | 60,700 | $2.18M | 0.1% | N/A | 0.536% | |
2/17/2025 | Millennium Management LLC | 28,711 | $1.03M | 0.0% | N/A | 0.253% | |
2/17/2025 | Cresset Asset Management LLC | 14,323 | $515K | 0.0% | -40.3% | 0.126% | |
2/17/2025 | Bank of America Corp DE | 145,033 | $5.22M | 0.0% | +39.2% | 1.280% | |
2/17/2025 | BNP Paribas Financial Markets | 112,111 | $4.03M | 0.0% | +487.1% | 0.990% | |
2/17/2025 | Ameriprise Financial Inc. | 926,562 | $33.33M | 0.0% | -25.2% | 8.178% | |
2/14/2025 | Integrated Wealth Concepts LLC | 7,025 | $253K | 0.0% | -82.8% | 0.062% | |
2/14/2025 | MML Investors Services LLC | 46,078 | $1.66M | 0.0% | +4.1% | 0.407% | |
2/13/2025 | Marshall Wace LLP | 16,713 | $601K | 0.0% | -52.8% | 0.148% | |
2/13/2025 | Zacks Investment Management | 48,919 | $1.76M | 0.0% | -6.2% | 0.432% | |
2/13/2025 | Adams Wealth Management | 270,429 | $9.73M | 1.9% | +21.0% | 2.387% | |
2/13/2025 | Mariner LLC | 14,498 | $521K | 0.0% | N/A | 0.128% | |
2/13/2025 | Dai ichi Life Holdings Inc. | 28,900 | $1.04M | 1.1% | -2.0% | 0.255% | |
2/13/2025 | Raymond James Financial Inc. | 5,642 | $203K | 0.0% | N/A | 0.050% | |
2/13/2025 | Renaissance Technologies LLC | 6,300 | $227K | 0.0% | -85.8% | 0.056% | |
2/13/2025 | Sepio Capital LP | 54,136 | $1.95M | 0.2% | +1.2% | 0.478% | |
2/13/2025 | Wells Fargo & Company MN | 111,582 | $4.01M | 0.0% | +2.4% | 0.985% | |
2/12/2025 | OLD Mission Capital LLC | 19,660 | $707K | 0.0% | N/A | 0.174% | |
2/12/2025 | JPMorgan Chase & Co. | 50,567 | $1.82M | 0.0% | -13.9% | 0.446% | |
2/11/2025 | LPL Financial LLC | 350,474 | $12.61M | 0.0% | -26.6% | 3.093% | |
2/10/2025 | Thrivent Financial for Lutherans | 133,138 | $4.95M | 0.0% | -10.9% | 1.175% | |
2/10/2025 | Strategic Financial Partners Ltd. | 46,515 | $1.67M | 0.9% | +16.4% | 0.411% | |
2/7/2025 | Idaho Trust Bank | 19,905 | $716K | 0.4% | -2.4% | 0.176% | |
2/7/2025 | HighTower Advisors LLC | 55,768 | $2.01M | 0.0% | -0.7% | 0.492% | |
2/7/2025 | Moran Wealth Management LLC | 225,236 | $8.10M | 0.3% | -1.5% | 1.988% | |
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2/7/2025 | Mount Lucas Management LP | 13,655 | $491K | 0.2% | -30.1% | 0.121% | |
2/6/2025 | Raymond James Financial Inc. | 5,642 | $203K | 0.0% | N/A | 0.050% | |
2/6/2025 | NewSquare Capital LLC | 42,768 | $1.54M | 0.1% | +3.3% | 0.377% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 1,394 | $50K | 0.0% | N/A | 0.012% | |
2/5/2025 | BlueStem Wealth Partners LLC | 79,495 | $2.86M | 0.4% | N/A | 0.702% | |
2/5/2025 | Brueske Advisory Services LLC | 19,078 | $686K | 0.6% | N/A | 0.168% | |
2/4/2025 | IFP Advisors Inc | 1,794 | $65K | 0.0% | +49.4% | 0.016% | |
1/31/2025 | Global Retirement Partners LLC | 3,142 | $113K | 0.0% | -18.4% | 0.028% | |
1/31/2025 | Sanctuary Advisors LLC | 9,145 | $355K | 0.0% | +5.1% | 0.081% | |
1/31/2025 | AlphaCentric Advisors LLC | 2,025 | $73K | 0.1% | -28.9% | 0.018% | |
1/30/2025 | ABC Arbitrage SA | 100,374 | $3.61M | 0.5% | N/A | 0.886% | |
1/27/2025 | Onyx Bridge Wealth Group LLC | 157,853 | $5.68M | 0.8% | -7.2% | 1.393% | |
1/22/2025 | Nilsine Partners LLC | 61,795 | $2.22M | 0.2% | +7.7% | 0.545% | |
1/21/2025 | Cyndeo Wealth Partners LLC | 7,333 | $264K | 0.0% | -10.6% | 0.065% | |
1/17/2025 | SG Americas Securities LLC | 17,136 | $616K | 0.0% | -14.9% | 0.151% | |
12/26/2024 | JPMorgan Chase & Co. | 58,715 | $2.29M | 0.0% | -8.0% | 0.518% | |
11/25/2024 | Sanctuary Advisors LLC | 8,699 | $313K | 0.0% | +45.9% | 0.077% | |
11/15/2024 | Zacks Investment Management | 52,180 | $2.03M | 0.0% | -5.6% | 0.461% | |
11/15/2024 | Stifel Financial Corp | 6,609 | $257K | 0.0% | +14.2% | 0.058% | |
11/15/2024 | Integrated Wealth Concepts LLC | 40,887 | $1.59M | 0.0% | +288.1% | 0.361% | |
11/15/2024 | HighTower Advisors LLC | 56,135 | $2.20M | 0.0% | +1.1% | 0.495% | |
11/14/2024 | Flow Traders U.S. LLC | 191,543 | $7.46M | 0.4% | N/A | 1.691% | |
11/13/2024 | BNP Paribas Financial Markets | 19,095 | $744K | 0.0% | +47.9% | 0.169% | |
11/13/2024 | Dai ichi Life Holdings Inc. | 29,500 | $1.16M | 1.4% | N/A | 0.260% | |
11/12/2024 | KKM Financial LLC | 9,183 | $358K | 0.2% | -14.9% | 0.081% | |
11/8/2024 | Moran Wealth Management LLC | 228,704 | $8.91M | 0.3% | -0.8% | 2.019% | |
11/7/2024 | Pathstone Holdings LLC | 54,879 | $2.14M | 0.0% | +47.5% | 0.484% | |
11/7/2024 | Thrivent Financial for Lutherans | 149,475 | $5.82M | 0.0% | +0.6% | 1.319% | |
11/6/2024 | Mount Lucas Management LP | 19,546 | $762K | 0.3% | +4.9% | 0.173% | |
10/29/2024 | Innealta Capital LLC | 37,035 | $1.44M | 0.6% | -68.6% | 0.327% | |
10/28/2024 | Strategic Financial Partners Ltd. | 39,975 | $1.56M | 0.8% | +4.4% | 0.353% | |
10/28/2024 | CacheTech Inc. | 223,427 | $8.71M | 1.9% | +8.7% | 1.972% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 5,700 | $225K | 0.0% | N/A | 0.050% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 170,111 | $6.63M | 1.0% | +6.4% | 1.501% | |
10/3/2024 | SG Americas Securities LLC | 20,144 | $785K | 0.0% | -59.3% | 0.178% | |
9/5/2024 | Sanctuary Advisors LLC | 5,962 | $222K | 0.0% | N/A | 0.053% | |
8/21/2024 | Granite Bay Wealth Management LLC | 36,600 | $1.35M | 0.0% | N/A | 0.323% | |
8/16/2024 | Sepio Capital LP | 84,630 | $3.03M | 0.3% | -11.3% | 0.747% | |
8/15/2024 | The Manufacturers Life Insurance Company | 140,106 | $5.02M | 0.0% | N/A | 1.237% | |
8/14/2024 | HITE Hedge Asset Management LLC | 267,629 | $9.59M | 0.9% | N/A | 2.362% | |
8/14/2024 | Marshall Wace LLP | 47,524 | $1.70M | 0.0% | N/A | 0.419% | |
8/13/2024 | Thrivent Financial for Lutherans | 148,619 | $5.33M | 0.0% | +1.6% | 1.312% | |
8/8/2024 | Idaho Trust Bank | 19,975 | $716K | 0.4% | N/A | 0.176% | |
8/6/2024 | Mount Lucas Management LP | 18,632 | $668K | 0.2% | -10.3% | 0.164% | |
8/2/2024 | Foundations Investment Advisors LLC | 24,004 | $861K | 0.0% | N/A | 0.212% | |
8/1/2024 | Rhumbline Advisers | 6,180 | $222K | 0.0% | +7.9% | 0.055% | |
7/31/2024 | Nilsine Partners LLC | 56,984 | $2.04M | 0.3% | +1.0% | 0.503% | |
7/29/2024 | Innealta Capital LLC | 117,827 | $4.22M | 1.4% | +131.9% | 1.040% | |
7/26/2024 | Park Edge Advisors LLC | 7,604 | $273K | 0.1% | N/A | 0.067% | |
7/26/2024 | Bank of New York Mellon Corp | 8,672 | $311K | 0.0% | +25.5% | 0.077% | |
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7/26/2024 | AlphaCentric Advisors LLC | 2,801 | $100K | 0.1% | -9.3% | 0.025% | |
7/24/2024 | Family Firm Inc. | 4,451 | $160K | 0.0% | N/A | 0.039% | |
7/24/2024 | Strategic Financial Partners Ltd. | 38,296 | $1.37M | 0.8% | +9.2% | 0.338% | |
7/23/2024 | NewSquare Capital LLC | 36,893 | $1.32M | 0.1% | -9.9% | 0.326% | |
7/22/2024 | Onyx Bridge Wealth Group LLC | 159,944 | $5.73M | 0.9% | +4.8% | 1.412% | |
7/22/2024 | Legacy Capital Group California Inc. | 23,027 | $826K | 0.3% | +4.2% | 0.203% | |
7/16/2024 | EWG Elevate Inc. | 18,009 | $646K | 0.2% | -12.3% | 0.159% | |
7/15/2024 | Granite Bay Wealth Management LLC | 36,600 | $1.35M | 0.0% | N/A | 0.323% | |
7/12/2024 | SG Americas Securities LLC | 49,492 | $1.77M | 0.0% | -1.3% | 0.437% | |
7/10/2024 | Contravisory Investment Management Inc. | 23,275 | $834K | 0.2% | +4.1% | 0.205% | |