8/7/2025 | Montag A & Associates Inc. | 23,668 | $1.14M | 0.1% | N/A | 0.161% | |
8/6/2025 | Innealta Capital LLC | 50,616 | $2.44M | 1.3% | +63.6% | 0.344% | |
8/6/2025 | Strategic Financial Partners Ltd. | 37,040 | $1.78M | 0.8% | +25.1% | 0.252% | |
8/5/2025 | Simplex Trading LLC | 3,307 | $159K | 0.0% | +365.8% | 0.022% | |
8/5/2025 | NewSquare Capital LLC | 36,846 | $1.77M | 0.1% | -3.1% | 0.251% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 24,390 | $1.17M | 0.2% | +19.8% | 0.166% | |
7/29/2025 | Tradewinds Capital Management LLC | 631,742 | $30.41M | 7.6% | +31,587,000.0% | 4.298% | |
7/28/2025 | Moran Wealth Management LLC | 217,954 | $10.49M | 0.3% | -0.2% | 1.483% | |
7/25/2025 | Prostatis Group LLC | 64,116 | $3.09M | 0.9% | N/A | 0.436% | |
7/24/2025 | Shayne & Jacobs LLC | 5,973 | $288K | 0.1% | -59.0% | 0.041% | |
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7/24/2025 | Monument Capital Management | 77,139 | $3.71M | 1.0% | +0.7% | 0.525% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 6,602 | $318K | 0.0% | -4.0% | 0.045% | |
7/23/2025 | Vontobel Holding Ltd. | 5,000 | $241K | 0.0% | N/A | 0.034% | |
7/18/2025 | Brueske Advisory Services LLC | 20,155 | $970K | 0.7% | +36.4% | 0.137% | |
7/17/2025 | Fifth Third Securities Inc. | 21,100 | $1.02M | 0.1% | N/A | 0.184% | |
7/16/2025 | Arlington Capital Management Inc. | 80,413 | $3.87M | 3.4% | N/A | 0.701% | |
7/14/2025 | Cobblestone Asset Management LLC | 12,661 | $610K | 0.3% | N/A | 0.110% | |
7/11/2025 | Arrow Investment Advisors LLC | 14,096 | $679K | 0.6% | -7.5% | 0.123% | |
5/19/2025 | Jane Street Group LLC | 77,664 | $3.29M | 0.0% | N/A | 0.822% | |
5/16/2025 | Jones Financial Companies Lllp | 106,108 | $4.49M | 0.0% | N/A | 1.321% | |
5/16/2025 | Sepio Capital LP | 53,126 | $2.25M | 0.2% | -1.9% | 0.662% | |
5/16/2025 | NewEdge Advisors LLC | 967 | $41K | 0.0% | +1,596.5% | 0.012% | |
5/16/2025 | Integrated Wealth Concepts LLC | 38,306 | $1.62M | 0.0% | +445.3% | 0.477% | |
5/15/2025 | Royal Bank of Canada | 28,740 | $1.22M | 0.0% | -29.6% | 0.358% | |
5/15/2025 | The Manufacturers Life Insurance Company | 1,001,644 | $42.39M | 0.0% | N/A | 12.474% | |
5/14/2025 | Wellington Management Group LLP | 4,925 | $208K | 0.0% | N/A | 0.061% | |
5/13/2025 | CacheTech Inc. | 214,678 | $9.09M | 1.8% | -20.6% | 2.673% | |
5/13/2025 | Cresset Asset Management LLC | 9,923 | $420K | 0.0% | -30.7% | 0.124% | |
5/13/2025 | HighTower Advisors LLC | 43,836 | $1.86M | 0.0% | -21.4% | 0.546% | |
5/12/2025 | Invesco Ltd. | 5,836 | $247K | 0.0% | N/A | 0.073% | |
5/12/2025 | Simplex Trading LLC | 710 | $30K | 0.0% | +4,076.5% | 0.009% | |
5/9/2025 | Legacy Capital Group California Inc. | 23,987 | $1.02M | 0.4% | +2.9% | 0.299% | |
5/8/2025 | NorthRock Partners LLC | 600 | $25K | 0.0% | N/A | 0.007% | |
5/8/2025 | XTX Topco Ltd | 5,252 | $222K | 0.0% | N/A | 0.065% | |
5/7/2025 | Financially Speaking Inc | 967 | $41K | 0.0% | N/A | 0.012% | |
5/7/2025 | LPL Financial LLC | 348,660 | $14.76M | 0.0% | -0.5% | 4.342% | |
5/7/2025 | BlueStem Wealth Partners LLC | 70,687 | $2.99M | 0.4% | -11.1% | 0.880% | |
5/6/2025 | Cetera Investment Advisers | 6,806 | $288K | 0.0% | N/A | 0.085% | |
5/6/2025 | Strategic Financial Partners Ltd. | 29,612 | $1.25M | 0.7% | -36.3% | 0.369% | |
5/6/2025 | Mount Lucas Management LP | 19,177 | $812K | 0.3% | +40.4% | 0.239% | |
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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% | |
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% | |
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% | |
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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% | |