7/23/2025 | Vontobel Holding Ltd. | 23,679 | $683K | 0.0% | +5.7% | 0.013% | |
7/23/2025 | Lansing Street Advisors | 42,623 | $1.23M | 0.4% | N/A | 0.023% | |
7/23/2025 | Spectrum Asset Management Inc. NB CA | 83,568 | $2.41M | 1.0% | N/A | 0.045% | |
7/23/2025 | Country Club Bank | 54,755 | $1.54M | 0.1% | -2.9% | 0.029% | |
7/21/2025 | Ping Capital Management Inc. | 265,800 | $7.67M | 1.9% | +38.4% | 0.143% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 30,900 | $891K | 0.0% | -5.8% | 0.017% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 14,410 | $416K | 0.0% | +73.3% | 0.008% | |
7/21/2025 | J. Safra Sarasin Holding AG | 17,100 | $493K | 0.0% | N/A | 0.009% | |
7/18/2025 | Hudson Value Partners LLC | 29,528 | $852K | 0.3% | N/A | 0.016% | |
7/18/2025 | PFG Investments LLC | 9,572 | $276K | 0.0% | N/A | 0.005% | |
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7/18/2025 | Truist Financial Corp | 17,251 | $498K | 0.0% | N/A | 0.009% | |
7/18/2025 | Union Bancaire Privee UBP SA | 13,590 | $392K | 0.0% | -20.1% | 0.007% | |
7/17/2025 | Janney Montgomery Scott LLC | 9,123 | $263K | 0.0% | N/A | 0.005% | |
7/17/2025 | Cairn Investment Group Inc. | 284,705 | $8.21M | 4.3% | +1.3% | 0.153% | |
7/16/2025 | Banque Pictet & Cie SA | 244,395 | $7.05M | 0.0% | +19.6% | 0.131% | |
7/16/2025 | Perigon Wealth Management LLC | 9,472 | $273K | 0.0% | +9.3% | 0.005% | |
7/15/2025 | Retireful LLC | 17,316 | $500K | 0.3% | N/A | 0.009% | |
7/15/2025 | Compagnie Lombard Odier SCmA | 2,180 | $63K | 0.0% | -66.6% | 0.001% | |
7/14/2025 | Gries Financial LLC | 28,402 | $819K | 0.1% | N/A | 0.015% | |
7/14/2025 | Armstrong Advisory Group Inc. | 1,241,855 | $35.83M | 2.7% | N/A | 0.667% | |
7/14/2025 | Clear Harbor Asset Management LLC | 30,350 | $876K | 0.1% | N/A | 0.016% | |
7/14/2025 | Cobblestone Asset Management LLC | 64,389 | $1.86M | 1.0% | N/A | 0.035% | |
7/11/2025 | AFG Fiduciary Services Limited Partnership | 33,513 | $965K | 0.3% | N/A | 0.018% | |
7/10/2025 | Polianta Ltd | 270,300 | $7.80M | 3.4% | N/A | 0.148% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 13,650 | $400K | 0.0% | N/A | 0.007% | |
7/9/2025 | Connective Portfolio Management LLC | 70,000 | $2.02M | 4.3% | N/A | 0.038% | |
7/8/2025 | Parallel Advisors LLC | 1,760 | $51K | 0.0% | +60.0% | 0.001% | |
6/2/2025 | Kawa Capital Management Inc | 300,000 | $7.84M | 17.5% | -25.0% | 0.189% | |
5/28/2025 | Strs Ohio | 281,000 | $7.26M | 0.0% | N/A | 0.190% | |
5/21/2025 | Geneos Wealth Management Inc. | 19,735 | $510K | 0.0% | -11.6% | 0.013% | |
5/16/2025 | New Vernon Capital Holdings II LLC | 6,060,093 | $156.65M | 0.7% | N/A | 4.088% | |
5/16/2025 | NewEdge Advisors LLC | 1,683 | $44K | 0.0% | +819.7% | 0.001% | |
5/15/2025 | Dark Forest Capital Management LP | 137,447 | $3.55M | 0.2% | N/A | 0.093% | |
5/15/2025 | Royal Bank of Canada | 344,041 | $8.89M | 0.0% | +18.0% | 0.232% | |
5/15/2025 | Graham Capital Management L.P. | 176,319 | $4.56M | 0.1% | N/A | 0.119% | |
5/15/2025 | Retirement Planning Co of New England Inc. | 9,589 | $248K | 0.1% | +5.1% | 0.006% | |
5/15/2025 | Calton & Associates Inc. | 8,604 | $222K | 0.1% | -8.1% | 0.006% | |
5/15/2025 | Ashford Capital Management Inc. | 159,264 | $4.12M | 0.5% | +114.1% | 0.107% | |
5/15/2025 | Baird Financial Group Inc. | 9,286 | $240K | 0.0% | -9.0% | 0.006% | |
5/15/2025 | OLD Mission Capital LLC | 739,037 | $19.10M | 0.3% | N/A | 0.499% | |
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5/15/2025 | Evergreen Capital Management LLC | 311,031 | $8.04M | 0.3% | +35.7% | 0.210% | |
5/15/2025 | MYDA Advisors LLC | 40,000 | $1.03M | 0.2% | N/A | 0.027% | |
5/14/2025 | Rafferty Asset Management LLC | 3,281,873 | $84.84M | 0.4% | -4.7% | 2.214% | |
5/14/2025 | Caisse DE Depot ET Placement DU Quebec | 173,700 | $4.49M | 0.0% | N/A | 0.117% | |
5/14/2025 | Arizona PSPRS Trust | 8,615 | $223K | 0.0% | N/A | 0.006% | |
5/14/2025 | Soros Capital Management LLC | 566,700 | $14.65M | 3.8% | N/A | 0.382% | |
5/14/2025 | CSM Advisors LLC | 93,688 | $2.42M | 0.1% | N/A | 0.063% | |
5/14/2025 | Comerica Bank | 8,248 | $213K | 0.0% | +68.9% | 0.006% | |
5/14/2025 | Freedom Investment Management Inc. | 9,091 | $235K | 0.0% | -10.2% | 0.006% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 40,336 | $1.04M | 0.0% | N/A | 0.027% | |
5/14/2025 | Kestra Advisory Services LLC | 36,552 | $945K | 0.0% | -45.9% | 0.025% | |
5/14/2025 | PGIM Custom Harvest LLC | 50,479 | $1.31M | 0.0% | +107.9% | 0.034% | |
5/14/2025 | Venture Visionary Partners LLC | 8,970 | $232K | 0.0% | -50.0% | 0.006% | |
5/14/2025 | Credit Agricole S A | 286,295 | $7.40M | 0.0% | -22.3% | 0.193% | |
5/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 1,354,575 | $34.86M | 0.4% | -16.2% | 0.914% | |
5/14/2025 | Hsbc Holdings PLC | 153,188 | $3.94M | 0.0% | -58.6% | 0.103% | |
5/14/2025 | Wellington Management Group LLP | 1,950,002 | $50.41M | 0.0% | -4,795.3% | 1.315% | |
5/14/2025 | Korea Investment CORP | 1,272,530 | $32.90M | 0.1% | +19.7% | 0.858% | |
5/13/2025 | Raymond James Financial Inc. | 258,024 | $6.67M | 0.0% | +36.4% | 0.174% | |
5/13/2025 | Cresset Asset Management LLC | 19,889 | $514K | 0.0% | -8.2% | 0.013% | |
5/13/2025 | Prudential PLC | 523,800 | $13.54M | 0.1% | N/A | 0.353% | |
5/12/2025 | Cypress Capital Group | 40,190 | $1.04M | 0.1% | N/A | 0.027% | |
5/12/2025 | Simplex Trading LLC | 86,347 | $2.23M | 0.0% | -72.5% | 0.058% | |
5/12/2025 | National Bank of Canada FI | 64,330 | $1.66M | 0.0% | +57.0% | 0.043% | |
5/9/2025 | Altfest L J & Co. Inc. | 129,035 | $3.34M | 0.4% | N/A | 0.101% | |
5/9/2025 | City of London Investment Management Co. Ltd. | 32,788 | $848K | 0.1% | +104.9% | 0.026% | |
5/9/2025 | WealthShield Partners LLC | 1,414 | $37K | 0.0% | N/A | 0.001% | |
5/9/2025 | Goldman Sachs Group Inc. | 21,083,684 | $545.01M | 0.1% | +64.6% | 16.562% | |
5/9/2025 | Performa Ltd US LLC | 52,979 | $1.37M | 0.5% | -0.9% | 0.042% | |
5/9/2025 | Allianz SE | 59,695 | $1.54M | 0.0% | +4.7% | 0.047% | |
5/9/2025 | Blair William & Co. IL | 2,700 | $70K | 0.0% | +58.8% | 0.002% | |
5/9/2025 | Bank of Nova Scotia | 104,539 | $2.70M | 0.0% | -54.2% | 0.082% | |
5/9/2025 | Banco Santander S.A. | 330,963 | $8.56M | 0.1% | +9.3% | 0.260% | |
5/9/2025 | PNC Financial Services Group Inc. | 9,540 | $247K | 0.0% | +7.0% | 0.007% | |
5/8/2025 | Banque Cantonale Vaudoise | 10,344 | $267K | 0.0% | N/A | 0.008% | |
5/7/2025 | Picton Mahoney Asset Management | 65,022 | $1.68M | 0.0% | +27.6% | 0.051% | |
5/7/2025 | LPL Financial LLC | 340,928 | $8.81M | 0.0% | +108.1% | 0.268% | |
5/7/2025 | Phoenix Financial Ltd. | 1,756,750 | $45.41M | 0.7% | -41.2% | 1.380% | |
5/6/2025 | Cetera Investment Advisers | 21,097 | $545K | 0.0% | +31.8% | 0.017% | |
5/6/2025 | Black Swift Group LLC | 276,870 | $7.16M | 1.6% | N/A | 0.217% | |
5/6/2025 | Bank Julius Baer & Co. Ltd Zurich | 785,865 | $20.32M | 0.1% | N/A | 0.617% | |
5/5/2025 | Coastwise Capital Group LLC | 9,914 | $256K | 0.2% | N/A | 0.008% | |
5/5/2025 | IFP Advisors Inc | 3,135 | $81K | 0.0% | +104.2% | 0.002% | |
5/5/2025 | Calton & Associates Inc. | 7,040 | $182K | 0.0% | -24.8% | 0.006% | |
5/5/2025 | Private Advisor Group LLC | 71,754 | $1.86M | 0.0% | -73.0% | 0.056% | |
5/2/2025 | Cullen Frost Bankers Inc. | 11,100 | $287K | 0.0% | N/A | 0.009% | |
5/2/2025 | SBI Securities Co. Ltd. | 29,950 | $774K | 0.0% | +10.8% | 0.024% | |
5/2/2025 | Sigma Planning Corp | 17,174 | $444K | 0.0% | N/A | 0.013% | |
5/1/2025 | Bleakley Financial Group LLC | 32,595 | $843K | 0.0% | N/A | 0.026% | |
5/1/2025 | Family Firm Inc. | 28,097 | $726K | 0.2% | -3.3% | 0.022% | |
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5/1/2025 | Country Club Bank | 56,365 | $1.46M | 0.1% | +2.3% | 0.044% | |
4/30/2025 | Banque Pictet & Cie SA | 204,426 | $5.28M | 0.0% | -16.4% | 0.161% | |
4/30/2025 | Trek Financial LLC | 199,096 | $5.15M | 0.4% | N/A | 0.156% | |
4/30/2025 | Sharper & Granite LLC | 13,250 | $343K | 0.1% | +10.0% | 0.010% | |
4/30/2025 | Pekin Hardy Strauss Inc. | 275,556 | $7.12M | 0.9% | +103.4% | 0.216% | |
4/29/2025 | Capital Investment Advisory Services LLC | 3,600 | $93K | 0.0% | -10.0% | 0.003% | |
4/29/2025 | Catalyst Capital Advisors LLC | 832,621 | $21.52M | 0.4% | -7.2% | 0.654% | |
4/29/2025 | Silver Oak Securities Incorporated | 14,038 | $364K | 0.0% | N/A | 0.011% | |
4/28/2025 | North Capital Inc. | 1,000 | $26K | 0.0% | N/A | 0.001% | |
4/28/2025 | Vontobel Holding Ltd. | 22,405 | $579K | 0.0% | -52.0% | 0.018% | |