8/7/2025 | Montag A & Associates Inc. | 25,729 | $1.13M | 0.1% | N/A | 0.089% | |
8/6/2025 | Innealta Capital LLC | 54,372 | $2.39M | 1.3% | +55.1% | 0.187% | |
8/5/2025 | Bank of Montreal Can | 5,694 | $251K | 0.0% | N/A | 0.019% | |
8/5/2025 | MMA Asset Management LLC | 73,217 | $3.22M | 1.2% | N/A | 0.248% | |
8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 6,968 | $307K | 0.0% | -10.3% | 0.024% | |
8/5/2025 | Strategic Financial Concepts LLC | 12,307 | $542K | 0.1% | -60.5% | 0.042% | |
8/1/2025 | Envestnet Asset Management Inc. | 14,234 | $627K | 0.0% | N/A | 0.048% | |
7/31/2025 | Nisa Investment Advisors LLC | 1,100 | $48K | 0.0% | +39.2% | 0.004% | |
7/31/2025 | Catalyst Capital Advisors LLC | 236,223 | $10.40M | 0.2% | -12.1% | 0.801% | |
7/30/2025 | Capital Wealth Alliance LLC | 5,508 | $243K | 0.1% | N/A | 0.019% | |
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7/30/2025 | Patten Group Inc. | 8,328 | $367K | 0.1% | +3.7% | 0.028% | |
7/30/2025 | Brookstone Capital Management | 5,232 | $230K | 0.0% | N/A | 0.018% | |
7/29/2025 | Stephens Inc. AR | 4,618 | $203K | 0.0% | N/A | 0.016% | |
7/29/2025 | Millburn Ridgefield LLC DE | 236,223 | $10.40M | 0.3% | -12.1% | 0.801% | |
7/29/2025 | Tradewinds Capital Management LLC | 689,273 | $30.35M | 7.6% | +126,837.9% | 2.339% | |
7/29/2025 | Private Trust Co. NA | 1,117 | $49K | 0.0% | +879.8% | 0.004% | |
7/28/2025 | Mutual Advisors LLC | 12,895 | $586K | 0.0% | N/A | 0.044% | |
7/24/2025 | Shayne & Jacobs LLC | 8,601 | $379K | 0.1% | -48.6% | 0.029% | |
7/24/2025 | Monument Capital Management | 86,998 | $3.83M | 1.0% | +0.4% | 0.295% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 5,881 | $259K | 0.0% | N/A | 0.020% | |
7/22/2025 | Belpointe Asset Management LLC | 4,686 | $206K | 0.0% | N/A | 0.016% | |
7/16/2025 | Signaturefd LLC | 3,925 | $173K | 0.0% | N/A | 0.013% | |
7/16/2025 | Perigon Wealth Management LLC | 18,928 | $833K | 0.0% | N/A | 0.063% | |
7/15/2025 | EWG Elevate Inc. | 158,919 | $7.00M | 2.2% | N/A | 0.530% | |
7/11/2025 | Arrow Investment Advisors LLC | 15,431 | $679K | 0.6% | -12.7% | 0.051% | |
7/3/2025 | Whitcomb & Hess Inc. | 251,640 | $11.08M | 3.1% | -2.6% | 0.839% | |
5/16/2025 | Jones Financial Companies Lllp | 274,766 | $10.46M | 0.0% | N/A | 1.041% | |
5/16/2025 | Integrated Wealth Concepts LLC | 31,990 | $1.22M | 0.0% | +328.9% | 0.121% | |
5/15/2025 | Royal Bank of Canada | 14,860 | $565K | 0.0% | +14.0% | 0.056% | |
5/14/2025 | Hsbc Holdings PLC | 3,750,001 | $142.73M | 0.1% | +29.8% | 14.205% | |
5/13/2025 | Cresset Asset Management LLC | 22,465 | $855K | 0.0% | +3.2% | 0.085% | |
5/13/2025 | Global Endowment Management LP | 30,000 | $1.14M | 0.1% | -25.0% | 0.114% | |
5/13/2025 | EverSource Wealth Advisors LLC | 11,629 | $443K | 0.0% | N/A | 0.044% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 16,728 | $637K | 0.0% | +103.0% | 0.063% | |
5/13/2025 | HighTower Advisors LLC | 48,793 | $1.86M | 0.0% | -21.9% | 0.185% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 7,766 | $297K | 0.0% | N/A | 0.029% | |
5/12/2025 | National Bank of Canada FI | 14,633 | $557K | 0.0% | +3.9% | 0.055% | |
5/7/2025 | LPL Financial LLC | 418,037 | $15.91M | 0.0% | +55.3% | 1.583% | |
5/6/2025 | Cetera Investment Advisers | 5,467 | $208K | 0.0% | N/A | 0.021% | |
5/6/2025 | Mount Lucas Management LP | 21,686 | $825K | 0.3% | +152.6% | 0.082% | |
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5/5/2025 | Migdal Insurance & Financial Holdings Ltd. | 7,060 | $269K | 0.0% | N/A | 0.027% | |
4/30/2025 | Trek Financial LLC | 155,912 | $5.93M | 0.4% | N/A | 0.591% | |
4/29/2025 | Catalyst Capital Advisors LLC | 268,700 | $10.23M | 0.2% | -17.8% | 1.018% | |
4/25/2025 | Monument Capital Management | 86,669 | $3.30M | 1.0% | N/A | 0.355% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 1,604 | $61K | 0.0% | -60.8% | 0.007% | |
4/23/2025 | Oppenheimer & Co. Inc. | 8,288 | $315K | 0.0% | N/A | 0.034% | |
4/22/2025 | Innealta Capital LLC | 35,053 | $1.33M | 0.7% | -7.0% | 0.144% | |
4/22/2025 | Arrow Investment Advisors LLC | 17,666 | $672K | 0.7% | -26.8% | 0.072% | |
4/15/2025 | Millburn Ridgefield LLC DE | 268,700 | $10.23M | 0.2% | -17.8% | 1.102% | |
4/15/2025 | CX Institutional | 810 | $31K | 0.0% | N/A | 0.003% | |
4/15/2025 | SG Americas Securities LLC | 13,851 | $527K | 0.0% | +40.7% | 0.057% | |
4/9/2025 | Kaizen Financial Strategies | 6,100 | $232K | 0.1% | N/A | 0.025% | |
4/8/2025 | Whitcomb & Hess Inc. | 258,232 | $9.83M | 3.0% | -1.5% | 1.059% | |
2/17/2025 | Millennium Management LLC | 22,139 | $687K | 0.0% | +77.2% | 0.071% | |
2/17/2025 | KKM Financial LLC | 7,434 | $231K | 0.1% | -14.6% | 0.024% | |
2/17/2025 | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 5,961 | $185K | 0.0% | N/A | 0.019% | |
2/17/2025 | Cresset Asset Management LLC | 21,765 | $676K | 0.0% | +31.1% | 0.070% | |
2/17/2025 | Bank of America Corp DE | 118,219 | $3.67M | 0.0% | +162.1% | 0.379% | |
2/17/2025 | Benjamin Edwards Inc. | 16,995 | $528K | 0.0% | +10.5% | 0.054% | |
2/17/2025 | Ameriprise Financial Inc. | 557,888 | $17.32M | 0.0% | -15.0% | 1.788% | |
2/14/2025 | Jane Street Group LLC | 160,586 | $4.99M | 0.0% | +39.9% | 0.515% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 8,239 | $256K | 0.0% | -6.6% | 0.026% | |
2/14/2025 | Integrated Wealth Concepts LLC | 7,459 | $232K | 0.0% | -78.4% | 0.024% | |
2/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 88,455 | $2.78M | 0.0% | -1.4% | 0.284% | |
2/14/2025 | Hsbc Holdings PLC | 2,889,601 | $89.72M | 0.1% | +1.3% | 9.262% | |
2/14/2025 | TD Waterhouse Canada Inc. | 7,450 | $231K | 0.0% | -20.4% | 0.024% | |
2/13/2025 | Zacks Investment Management | 9,221 | $286K | 0.0% | -84.6% | 0.030% | |
2/13/2025 | Wells Fargo & Company MN | 62,789 | $1.95M | 0.0% | +16.1% | 0.201% | |
2/12/2025 | OLD Mission Capital LLC | 42,277 | $1.31M | 0.0% | N/A | 0.136% | |
2/12/2025 | JPMorgan Chase & Co. | 56,471 | $1.75M | 0.0% | -3.2% | 0.181% | |
2/11/2025 | LPL Financial LLC | 269,169 | $8.36M | 0.0% | +4,062.2% | 0.863% | |
2/11/2025 | Kiker Wealth Management LLC | 98,459 | $3.06M | 2.5% | N/A | 0.316% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 4,092 | $127K | 0.0% | +78.4% | 0.013% | |
2/7/2025 | Idaho Trust Bank | 23,226 | $721K | 0.4% | -9.5% | 0.074% | |
2/7/2025 | Wealthfront Advisers LLC | 50,859 | $1.58M | 0.0% | N/A | 0.163% | |
2/7/2025 | Moran Wealth Management LLC | 229,592 | $7.13M | 0.2% | -4.0% | 0.736% | |
2/7/2025 | Mount Lucas Management LP | 8,585 | $267K | 0.1% | -61.7% | 0.028% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 1,953 | $61K | 0.0% | N/A | 0.006% | |
2/5/2025 | Fisher Asset Management LLC | 19,887 | $617K | 0.0% | -7.3% | 0.064% | |
2/4/2025 | Millburn Ridgefield Corp | 326,951 | $10.15M | 0.3% | +18.6% | 1.048% | |
1/31/2025 | Global Retirement Partners LLC | 2,842 | $88K | 0.0% | N/A | 0.009% | |
1/31/2025 | Catalyst Capital Advisors LLC | 326,951 | $10.15M | 0.2% | +18.6% | 1.048% | |
1/31/2025 | AlphaCentric Advisors LLC | 1,211 | $38K | 0.0% | -62.9% | 0.004% | |
1/30/2025 | ABC Arbitrage SA | 74,819 | $2.32M | 0.3% | N/A | 0.240% | |
1/29/2025 | Capital Wealth Alliance LLC | 8,333 | $259K | 0.1% | N/A | 0.027% | |
1/28/2025 | Strategic Financial Concepts LLC | 973,880 | $30.24M | 0.1% | +3,010.3% | 3.121% | |
1/27/2025 | Robertson Stephens Wealth Management LLC | 11,672 | $362K | 0.0% | -16.5% | 0.037% | |
1/22/2025 | Whitcomb & Hess Inc. | 262,118 | $8.14M | 2.5% | +0.7% | 0.840% | |
1/17/2025 | SG Americas Securities LLC | 9,842 | $306K | 0.0% | N/A | 0.032% | |
12/26/2024 | JPMorgan Chase & Co. | 58,329 | $2.06M | 0.0% | -17.9% | 0.187% | |
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11/15/2024 | Zacks Investment Management | 59,848 | $2.11M | 0.0% | +194.4% | 0.192% | |
11/15/2024 | Jane Street Group LLC | 114,784 | $4.05M | 0.0% | N/A | 0.368% | |
11/15/2024 | Wellington Management Group LLP | 16,364 | $577K | 0.0% | N/A | 0.052% | |
11/15/2024 | Millburn Ridgefield Corp | 275,625 | $9.73M | 0.3% | -5.4% | 0.883% | |
11/15/2024 | Integrated Wealth Concepts LLC | 34,510 | $1.22M | 0.0% | N/A | 0.111% | |
11/15/2024 | HighTower Advisors LLC | 62,566 | $2.21M | 0.0% | -29.0% | 0.201% | |
11/15/2024 | Arizona PSPRS Trust | 20,300 | $716K | 0.0% | N/A | 0.065% | |
11/15/2024 | Benjamin Edwards Inc. | 15,382 | $543K | 0.0% | N/A | 0.049% | |
11/13/2024 | FMR LLC | 1,806 | $64K | 0.0% | +1,603.8% | 0.006% | |
11/13/2024 | Fisher Asset Management LLC | 21,448 | $757K | 0.0% | -1.5% | 0.069% | |