5/2/2025 | Graypoint LLC | 6,835 | $256K | 0.0% | -9.7% | 0.008% | |
5/2/2025 | Whittier Trust Co. | 1,000 | $37K | 0.0% | -60.0% | 0.001% | |
4/30/2025 | Trek Financial LLC | 7,825 | $293K | 0.0% | -60.5% | 0.009% | |
4/30/2025 | Valeo Financial Advisors LLC | 5,495 | $206K | 0.0% | N/A | 0.007% | |
4/30/2025 | Brown Advisory Inc. | 84,572 | $3.17M | 0.0% | +2.6% | 0.100% | |
4/30/2025 | Sharper & Granite LLC | 119,376 | $4.47M | 1.8% | -2.7% | 0.142% | |
4/29/2025 | Envestnet Asset Management Inc. | 446,246 | $16.72M | 0.0% | -2.7% | 0.530% | |
4/29/2025 | Bank of New York Mellon Corp | 71,438 | $2.68M | 0.0% | -36.2% | 0.085% | |
4/29/2025 | Wayfinding Financial LLC | 911 | $34K | 0.0% | N/A | 0.001% | |
4/29/2025 | Onyx Bridge Wealth Group LLC | 29,995 | $1.12M | 0.2% | -84.4% | 0.036% | |
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4/29/2025 | Values Added Financial LLC | 5,760 | $216K | 0.1% | N/A | 0.007% | |
4/28/2025 | Arlington Trust Co LLC | 3,272 | $123K | 0.0% | N/A | 0.004% | |
4/28/2025 | LFA Lugano Financial Advisors SA | 13,769 | $516K | 0.4% | +7.8% | 0.016% | |
4/28/2025 | Pictet North America Advisors SA | 151,201 | $5.67M | 0.6% | -53.7% | 0.180% | |
4/28/2025 | Vontobel Holding Ltd. | 301,011 | $11.28M | 0.0% | -2.4% | 0.357% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 19,272 | $724K | 0.0% | +31.1% | 0.023% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 4,814 | $180K | 0.0% | -6.3% | 0.006% | |
4/23/2025 | GHP Investment Advisors Inc. | 179,769 | $6.74M | 0.3% | -6.2% | 0.214% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 9,048 | $339K | 0.1% | -9.9% | 0.011% | |
4/23/2025 | Oppenheimer & Co. Inc. | 13,054 | $489K | 0.0% | N/A | 0.016% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 8,810 | $330K | 0.0% | -69.2% | 0.010% | |
4/18/2025 | Insigneo Advisory Services LLC | 7,380 | $277K | 0.0% | -30.3% | 0.009% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 32,108 | $1.20M | 0.0% | -4.8% | 0.037% | |
4/16/2025 | Donald L. Hagan LLC | 6,752 | $253K | 0.1% | -7.8% | 0.008% | |
4/16/2025 | Compagnie Lombard Odier SCmA | 55,641 | $2.09M | 0.0% | +16.0% | 0.064% | |
4/16/2025 | Union Bancaire Privee UBP SA | 1,917 | $72K | 0.0% | -97.6% | 0.002% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 1,465 | $55K | 0.0% | N/A | 0.002% | |
4/15/2025 | Visionary Horizons LLC | 13,995 | $524K | 0.4% | -15.4% | 0.016% | |
4/15/2025 | Catalyst Capital Advisors LLC | 1,763,090 | $66.06M | 1.4% | -0.3% | 2.094% | |
4/15/2025 | BFI Infinity Ltd. | 13,111 | $491K | 0.5% | +6.3% | 0.015% | |
4/15/2025 | SG Americas Securities LLC | 38,110 | $1.43M | 0.0% | +2.5% | 0.044% | |
4/14/2025 | Harbor Capital Advisors Inc. | 6,603 | $247K | 0.0% | -10.2% | 0.008% | |
4/14/2025 | Miracle Mile Advisors LLC | 5,704 | $214K | 0.0% | N/A | 0.007% | |
4/11/2025 | Curat Global LLC | 2,661 | $100K | 0.1% | N/A | 0.003% | |
4/10/2025 | Contravisory Investment Management Inc. | 24,533 | $919K | 0.2% | +3.9% | 0.028% | |
4/1/2025 | MassMutual Private Wealth & Trust FSB | 2,817 | $106K | 0.0% | +18.0% | 0.003% | |
3/21/2025 | Prostatis Group LLC | 16,714 | $567K | 0.2% | -81.2% | 0.019% | |
2/18/2025 | GTS Securities LLC | 53,969 | $1.83M | 0.1% | -54,069.0% | 0.069% | |
2/18/2025 | Orion Capital Management LLC | 797 | $27K | 0.0% | N/A | 0.001% | |
2/17/2025 | Vivaldi Capital Management LP | 9,458 | $335K | 0.1% | N/A | 0.012% | |
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2/17/2025 | Royal Bank of Canada | 401,819 | $13.62M | 0.0% | +20.8% | 0.515% | |
2/17/2025 | Point72 Europe London LLP | 167,700 | $5.69M | 0.3% | N/A | 0.215% | |
2/17/2025 | Quantinno Capital Management LP | 19,051 | $646K | 0.0% | +19.3% | 0.024% | |
2/17/2025 | Millennium Management LLC | 33,046 | $1.12M | 0.0% | +36.4% | 0.042% | |
2/17/2025 | Logan Stone Capital LLC | 22,138 | $750K | 0.3% | -76.0% | 0.028% | |
2/17/2025 | Focus Partners Wealth | 353,183 | $11.97M | 0.0% | +1.5% | 0.453% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 8,807 | $299K | 0.0% | -50.3% | 0.011% | |
2/17/2025 | Cresset Asset Management LLC | 16,019 | $543K | 0.0% | +30.4% | 0.021% | |
2/17/2025 | Bulltick Wealth Management LLC | 17,816 | $604K | 0.1% | +30.8% | 0.023% | |
2/17/2025 | Chapman Financial Group LLC | 8,960 | $304K | 0.2% | N/A | 0.011% | |
2/17/2025 | Baird Financial Group Inc. | 9,191 | $312K | 0.0% | -16.6% | 0.012% | |
2/17/2025 | Black Maple Capital Management LP | 45,210 | $1.53M | 0.8% | +18.3% | 0.058% | |
2/17/2025 | Bank of America Corp DE | 3,218,611 | $109.11M | 0.0% | +4.0% | 4.126% | |
2/17/2025 | BNP Paribas Financial Markets | 3,401 | $115K | 0.0% | +267.7% | 0.004% | |
2/17/2025 | Ameriprise Financial Inc. | 612,918 | $20.78M | 0.0% | +49.3% | 0.786% | |
2/14/2025 | Becker Capital Management Inc. | 29,271 | $992K | 0.0% | -9.3% | 0.038% | |
2/14/2025 | Comerica Bank | 8,866 | $301K | 0.0% | -3.9% | 0.011% | |
2/14/2025 | The Manufacturers Life Insurance Company | 173,220 | $5.87M | 0.0% | +10.3% | 0.222% | |
2/14/2025 | Optiver Holding B.V. | 209,510 | $7.10M | 0.0% | N/A | 0.269% | |
2/14/2025 | New Vernon Capital Holdings II LLC | 25,082 | $850K | 0.5% | -17.2% | 0.032% | |
2/14/2025 | Integrated Wealth Concepts LLC | 16,799 | $569K | 0.0% | -65.9% | 0.022% | |
2/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 19,130 | $655K | 0.0% | -18.8% | 0.025% | |
2/14/2025 | Syon Capital LLC | 164,584 | $5.58M | 0.5% | +2.8% | 0.211% | |
2/14/2025 | CSM Advisors LLC | 90,913 | $3.08M | 0.2% | +7.7% | 0.117% | |
2/14/2025 | Hsbc Holdings PLC | 68,285 | $2.32M | 0.0% | +36.8% | 0.088% | |
2/14/2025 | MML Investors Services LLC | 94,588 | $3.21M | 0.0% | +9.2% | 0.121% | |
2/13/2025 | Marshall Wace LLP | 192,938 | $6.54M | 0.0% | N/A | 0.247% | |
2/13/2025 | Zacks Investment Management | 93,541 | $3.17M | 0.0% | +17.6% | 0.120% | |
2/13/2025 | NewEdge Advisors LLC | 11,771 | $399K | 0.0% | -77.7% | 0.015% | |
2/13/2025 | Insigneo Advisory Services LLC | 10,582 | $359K | 0.0% | -38.4% | 0.014% | |
2/13/2025 | Evergreen Capital Management LLC | 33,912 | $1.15M | 0.0% | -6.4% | 0.043% | |
2/13/2025 | Barclays PLC | 142,302 | $4.82M | 0.0% | +24.2% | 0.182% | |
2/13/2025 | VPR Management LLC | 55,900 | $1.90M | 1.0% | -26.4% | 0.072% | |
2/13/2025 | Rockefeller Capital Management L.P. | 110,355 | $3.74M | 0.0% | +0.9% | 0.141% | |
2/13/2025 | Bessemer Group Inc. | 729 | $25K | 0.0% | N/A | 0.001% | |
2/13/2025 | Dai ichi Life Holdings Inc. | 29,400 | $998K | 1.1% | +2.4% | 0.038% | |
2/13/2025 | DRW Securities LLC | 60,336 | $2.05M | 0.1% | N/A | 0.077% | |
2/13/2025 | Raymond James Financial Inc. | 40,012 | $1.36M | 0.0% | N/A | 0.051% | |
2/13/2025 | Renaissance Technologies LLC | 99,000 | $3.36M | 0.0% | N/A | 0.127% | |
2/13/2025 | FIL Ltd | 100,784 | $3.42M | 0.0% | -14.7% | 0.129% | |
2/13/2025 | Rathbones Group PLC | 287,477 | $9.75M | 0.0% | +17.0% | 0.369% | |
2/13/2025 | Invesco Ltd. | 22,347 | $758K | 0.0% | +1.9% | 0.029% | |
2/13/2025 | Bank of Montreal Can | 171,806 | $5.82M | 0.0% | +34.0% | 0.220% | |
2/13/2025 | Trek Financial LLC | 19,810 | $672K | 0.1% | -9.7% | 0.025% | |
2/13/2025 | Sun Life Financial Inc. | 273,793 | $9.28M | 0.5% | -0.2% | 0.351% | |
2/13/2025 | Envestnet Asset Management Inc. | 458,659 | $15.55M | 0.0% | +4.3% | 0.588% | |
2/13/2025 | Wells Fargo & Company MN | 2,606,902 | $88.37M | 0.0% | +1.9% | 3.342% | |
2/13/2025 | Arizona PSPRS Trust | 53,900 | $1.83M | 0.1% | -57.9% | 0.069% | |
2/12/2025 | Climber Capital SA | 18,435 | $625K | 0.5% | N/A | 0.024% | |
2/12/2025 | Valence8 US LP | 116,688 | $3.96M | 1.9% | -44.3% | 0.150% | |
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2/12/2025 | OLD Mission Capital LLC | 203,887 | $6.91M | 0.1% | N/A | 0.261% | |
2/12/2025 | National Bank of Canada FI | 153,800 | $5.21M | 0.0% | N/A | 0.197% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 3,548 | $120K | 0.0% | -30.5% | 0.005% | |
2/12/2025 | RWA Wealth Partners LLC | 6,325 | $214K | 0.0% | -41.8% | 0.008% | |
2/12/2025 | Schroder Investment Management Group | 17,040 | $578K | 0.0% | -9.7% | 0.022% | |
2/12/2025 | JPMorgan Chase & Co. | 3,650,763 | $123.76M | 0.0% | -54.5% | 4.680% | |
2/11/2025 | LPL Financial LLC | 214,095 | $7.26M | 0.0% | +65.2% | 0.274% | |
2/11/2025 | Whittier Trust Co. | 2,500 | $85K | 0.0% | +36.5% | 0.003% | |
2/10/2025 | Thrivent Financial for Lutherans | 114,930 | $4.06M | 0.0% | -11.7% | 0.147% | |
2/10/2025 | Signaturefd LLC | 17,601 | $597K | 0.0% | +1.7% | 0.023% | |