4/16/2024 | Viewpoint Capital Management LLC | 6,222 | $308K | 0.2% | -5.6% | 0.094% | |
4/15/2024 | Brookstone Capital Management | 5,741 | $284K | 0.0% | N/A | 0.086% | |
4/15/2024 | Sunbelt Securities Inc. | 7,473 | $370K | 0.0% | N/A | 0.112% | |
4/2/2024 | Marotta Asset Management | 173,098 | $8.57M | 1.8% | -3.7% | 2.603% | |
3/29/2024 | Kapitalo Investimentos Ltda | 88,612 | $3.96M | 0.8% | -0.8% | 1.333% | |
2/15/2024 | OLD Mission Capital LLC | 226,313 | $10.10M | 0.2% | +842.7% | 3.403% | |
|
2/15/2024 | Citadel Advisors LLC | 95,363 | $4.26M | 0.0% | +68.7% | 1.434% | |
2/14/2024 | Royal Bank of Canada | 22,111 | $987K | 0.0% | -28.9% | 0.332% | |
2/13/2024 | Envestnet Asset Management Inc. | 39,398 | $1.76M | 0.0% | +1.2% | 0.592% | |
2/12/2024 | Innealta Capital LLC | 52,136 | $2.33M | 1.0% | -33.4% | 0.784% | |
2/12/2024 | Parallel Advisors LLC | 1,181 | $53K | 0.0% | -31.2% | 0.018% | |
2/12/2024 | Hsbc Holdings PLC | 12,384 | $553K | 0.0% | -31.2% | 0.186% | |
2/9/2024 | UBS Group AG | 41,392 | $1.85M | 0.0% | -1.2% | 0.622% | |
2/7/2024 | Kovitz Investment Group Partners LLC | 26,516 | $1.18M | 0.0% | -1.4% | 0.399% | |
2/7/2024 | Mount Lucas Management LP | 16,581 | $740K | 0.2% | N/A | 0.249% | |
2/6/2024 | Idaho Trust Bank | 14,488 | $647K | 0.4% | -9.3% | 0.218% | |
1/30/2024 | Desjardins Global Asset Management Inc. | 51,782 | $2.31M | 0.2% | -11.8% | 0.779% | |
1/25/2024 | Nisa Investment Advisors LLC | 11,900 | $531K | 0.0% | +6.7% | 0.179% | |
1/22/2024 | Osborne Partners Capital Management LLC | 505,596 | $22.57M | 1.5% | +6.3% | 7.603% | |
1/18/2024 | WestEnd Advisors LLC | 578 | $26K | 0.0% | N/A | 0.009% | |
1/12/2024 | CX Institutional | 319,517 | $14.26M | 0.8% | N/A | 4.805% | |
1/12/2024 | Cyndeo Wealth Partners LLC | 12,209 | $545K | 0.0% | -79.8% | 0.184% | |
11/15/2023 | Integrated Wealth Concepts LLC | 5,791 | $220K | 0.0% | -77.7% | 0.087% | |
11/15/2023 | Royal Bank of Canada | 31,117 | $1.18M | 0.0% | +22.4% | 0.468% | |
11/15/2023 | Ameriprise Financial Inc. | 101,632 | $3.86M | 0.0% | +1.2% | 1.528% | |
11/14/2023 | Qube Research & Technologies Ltd | 64,089 | $2.44M | 0.0% | N/A | 0.964% | |
11/13/2023 | LPL Financial LLC | 7,111 | $270K | 0.0% | -95.5% | 0.107% | |
11/13/2023 | Hsbc Holdings PLC | 18,001 | $684K | 0.0% | +18.2% | 0.271% | |
11/13/2023 | Envestnet Asset Management Inc. | 38,937 | $1.48M | 0.0% | -6.1% | 0.586% | |
11/9/2023 | Kovitz Investment Group Partners LLC | 26,881 | $1.02M | 0.0% | -3.0% | 0.404% | |
11/8/2023 | HighTower Advisors LLC | 67,625 | $2.57M | 0.0% | +1.4% | 1.017% | |
11/8/2023 | Idaho Trust Bank | 15,971 | $607K | 0.4% | -11.2% | 0.240% | |
11/8/2023 | Bryn Mawr Capital Management LLC | 7,940 | $302K | 0.0% | N/A | 0.119% | |
10/26/2023 | Osborne Partners Capital Management LLC | 475,689 | $18.09M | 1.3% | +2.0% | 7.153% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 14,167 | $539K | 0.0% | -75.0% | 0.213% | |
10/13/2023 | Global Retirement Partners LLC | 1,385 | $52K | 0.0% | +132.4% | 0.021% | |
10/11/2023 | Marotta Asset Management | 173,404 | $6.59M | 1.5% | +6.4% | 2.608% | |
10/11/2023 | Vontobel Holding Ltd. | 10,005 | $380K | 0.0% | -24.5% | 0.150% | |
8/22/2023 | Idaho Trust Bank | 17,995 | $779K | 0.5% | N/A | 0.271% | |
8/21/2023 | Osaic Holdings Inc. | 1,384 | $60K | 0.0% | +28.1% | 0.021% | |
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8/15/2023 | Wells Fargo & Company MN | 40,923 | $1.77M | 0.0% | +666.6% | 0.615% | |
8/15/2023 | Integrated Wealth Concepts LLC | 25,983 | $1.13M | 0.0% | -22.6% | 0.391% | |
8/15/2023 | Zacks Investment Management | 23,850 | $1.03M | 0.0% | -7.4% | 0.359% | |
8/15/2023 | Royal Bank of Canada | 25,415 | $1.10M | 0.0% | -67.1% | 0.382% | |
8/15/2023 | Citadel Advisors LLC | 12,201 | $528K | 0.0% | -59.0% | 0.183% | |
8/14/2023 | MML Investors Services LLC | 45,176 | $1.96M | 0.0% | -4.6% | 0.679% | |
8/14/2023 | Mount Lucas Management LP | 16,917 | $732K | 0.2% | -6.1% | 0.254% | |
8/11/2023 | BlackRock Inc. | 163,472 | $7.08M | 0.0% | -35.2% | 2.458% | |
8/11/2023 | Hsbc Holdings PLC | 15,227 | $659K | 0.0% | -5.7% | 0.229% | |
8/11/2023 | JPMorgan Chase & Co. | 1,998 | $86K | 0.0% | +53.7% | 0.030% | |
8/10/2023 | Osaic Holdings Inc. | 1,384 | $60K | 0.0% | +28.1% | 0.021% | |
8/9/2023 | Flow Traders U.S. LLC | 24,213 | $1.05M | 0.0% | -2.5% | 0.364% | |
8/8/2023 | AlphaCentric Advisors LLC | 2,959 | $128K | 0.1% | -15.4% | 0.043% | |
8/8/2023 | Kovitz Investment Group Partners LLC | 27,707 | $1.20M | 0.0% | -3.1% | 0.402% | |
8/7/2023 | Desjardins Global Asset Management Inc. | 55,099 | $2.39M | 0.3% | +1,092.1% | 0.799% | |
8/4/2023 | Envestnet Asset Management Inc. | 41,467 | $1.80M | 0.0% | -9.2% | 0.601% | |
7/31/2023 | LPL Financial LLC | 158,739 | $6.87M | 0.0% | -24.0% | 2.301% | |
7/27/2023 | Cyndeo Wealth Partners LLC | 60,322 | $2.61M | 0.3% | +1.4% | 0.874% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 56,672 | $2.45M | 0.0% | +10.6% | 0.821% | |
7/24/2023 | Hexagon Capital Partners LLC | 613 | $27K | 0.0% | +76.7% | 0.009% | |
7/21/2023 | Millburn Ridgefield Corp | 85,016 | $3.68M | 0.1% | +0.3% | 1.232% | |
7/20/2023 | Osborne Partners Capital Management LLC | 466,301 | $20.18M | 1.5% | +1.9% | 6.758% | |
7/5/2023 | Marotta Asset Management | 162,933 | $7.05M | 1.6% | N/A | 2.361% | |
5/22/2023 | Ameriprise Financial Inc. | 103,073 | $4.35M | 0.0% | N/A | 1.494% | |
5/18/2023 | JPMorgan Chase & Co. | 1,300 | $55K | 0.0% | +2,031.1% | 0.019% | |
5/16/2023 | Susquehanna International Group LLP | 7,141 | $301K | 0.0% | -51.2% | 0.103% | |
5/16/2023 | Jane Street Group LLC | 15,213 | $642K | 0.0% | -90.3% | 0.220% | |
5/15/2023 | Flow Traders U.S. LLC | 24,845 | $1.05M | 0.0% | -72.8% | 0.360% | |
5/12/2023 | OLD Mission Capital LLC | 16,972 | $716K | 0.0% | -2.1% | 0.246% | |
5/12/2023 | BlackRock Inc. | 252,249 | $10.65M | 0.0% | +63.9% | 3.656% | |
5/12/2023 | MML Investors Services LLC | 47,363 | $2.00M | 0.0% | +1.9% | 0.686% | |
5/12/2023 | AlphaCentric Advisors LLC | 3,497 | $148K | 0.1% | N/A | 0.051% | |
5/12/2023 | Bank of America Corp DE | 43,150 | $1.82M | 0.0% | +178.9% | 0.625% | |
5/12/2023 | UBS Group AG | 42,027 | $1.77M | 0.0% | -4.7% | 0.609% | |
5/12/2023 | HighTower Advisors LLC | 69,722 | $2.95M | 0.0% | +0.5% | 1.010% | |
5/11/2023 | Envestnet Asset Management Inc. | 45,651 | $1.93M | 0.0% | +5.2% | 0.662% | |
5/11/2023 | Kovitz Investment Group Partners LLC | 28,586 | $1.21M | 0.0% | -6.9% | 0.414% | |
5/10/2023 | LPL Financial LLC | 208,933 | $8.82M | 0.0% | +209.9% | 3.028% | |
5/8/2023 | Global Retirement Partners LLC | 596 | $25K | 0.0% | +74.3% | 0.009% | |
5/4/2023 | CX Institutional | 308,692 | $13.07M | 0.7% | N/A | 4.474% | |
5/3/2023 | Integrated Wealth Concepts LLC | 33,585 | $1.42M | 0.0% | +4.8% | 0.487% | |
5/3/2023 | Shoker Investment Counsel Inc. | 40,982 | $1.73M | 0.8% | -4.1% | 0.594% | |
5/1/2023 | Desjardins Global Asset Management Inc. | 4,622 | $195K | 0.0% | N/A | 0.067% | |
4/28/2023 | SG Americas Securities LLC | 11,516 | $486K | 0.0% | N/A | 0.167% | |
4/25/2023 | Parallel Advisors LLC | 1,852 | $78K | 0.0% | -50.7% | 0.027% | |
4/25/2023 | Cyndeo Wealth Partners LLC | 59,498 | $2.51M | 0.3% | -1.7% | 0.862% | |
4/24/2023 | Osborne Partners Capital Management LLC | 457,534 | $19.31M | 1.4% | +1.5% | 6.631% | |
4/21/2023 | Cyndeo Wealth Partners LLC | 59,498 | $473K | 0.1% | -1.7% | 0.862% | |
4/20/2023 | Banque Cantonale Vaudoise | 2,051 | $87K | 0.0% | -12.6% | 0.030% | |
4/18/2023 | Donald L. Hagan LLC | 5,059 | $213K | 0.1% | N/A | 0.073% | |
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4/14/2023 | Raymond James Financial Services Advisors Inc. | 51,263 | $2.16M | 0.0% | N/A | 0.743% | |
3/6/2023 | OLD Mission Capital LLC | 17,338 | $646K | 0.0% | -49.8% | 0.248% | |
2/15/2023 | Jane Street Group LLC | 157,606 | $5.87M | 0.0% | +18.4% | 2.252% | |
2/15/2023 | Morgan Stanley | 231,255 | $8.61M | 0.0% | -1.2% | 3.304% | |
2/15/2023 | Flow Traders U.S. LLC | 91,473 | $3.41M | 0.2% | +695.3% | 1.307% | |
2/14/2023 | Susquehanna International Group LLP | 14,643 | $545K | 0.0% | -86.4% | 0.209% | |
2/13/2023 | Integrated Wealth Concepts LLC | 32,038 | $1.19M | 0.0% | N/A | 0.458% | |
2/13/2023 | Wells Fargo & Company MN | 6,705 | $250K | 0.0% | -27.7% | 0.096% | |
2/10/2023 | Bank of America Corp DE | 15,469 | $576K | 0.0% | -31.0% | 0.221% | |
2/10/2023 | Shoker Investment Counsel Inc. | 42,727 | $1.59M | 0.7% | N/A | 0.610% | |