4/23/2024 | Fifth Third Bancorp | 9,956 | $154K | 0.0% | -21.3% | 0.082% | |
4/22/2024 | PFG Investments LLC | 28,565 | $440K | 0.0% | +8.8% | 0.234% | |
3/8/2024 | Trust Co. of Vermont | 9,427 | $155K | 0.0% | -31.0% | 0.066% | |
2/6/2024 | Picton Mahoney Asset Management | 6,400 | $105K | 0.0% | -37.3% | 0.045% | |
2/6/2024 | Peregrine Asset Advisers Inc. | 10,229 | $169K | 0.1% | -6.7% | 0.072% | |
2/6/2024 | Private Advisor Group LLC | 12,856 | $212K | 0.0% | N/A | 0.090% | |
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2/6/2024 | SRS Capital Advisors Inc. | 18,206 | $300K | 0.0% | +239.3% | 0.127% | |
2/5/2024 | Ledyard National Bank | 79,056 | $1.30M | 0.1% | -3.2% | 0.553% | |
2/2/2024 | Gould Asset Management LLC CA | 12,990 | $214K | 0.1% | +7.0% | 0.091% | |
2/1/2024 | Parkside Financial Bank & Trust | 8,900 | $147K | 0.0% | N/A | 0.062% | |
1/29/2024 | Cook Wealth Management Group LLC | 14,591 | $225K | 0.1% | -23.7% | 0.102% | |
1/29/2024 | Money Design Co. Ltd. | 296,272 | $4.88M | 0.3% | -24.1% | 2.072% | |
1/24/2024 | International Assets Investment Management LLC | 18,820 | $310K | 0.0% | N/A | 0.132% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 24,566 | $405K | 0.0% | -5.5% | 0.172% | |
1/16/2024 | Raymond James & Associates | 28,692 | $473K | 0.0% | -11.0% | 0.201% | |
1/9/2024 | Perkins Coie Trust Co | 95,962 | $1.58M | 0.4% | +3.6% | 0.671% | |
11/15/2023 | Baker Avenue Asset Management LP | 2,840 | $41K | 0.0% | N/A | 0.020% | |
11/15/2023 | SRS Capital Advisors Inc. | 5,365 | $78K | 0.0% | +54.2% | 0.038% | |
11/13/2023 | Kestra Advisory Services LLC | 27,056 | $392K | 0.0% | +3.6% | 0.189% | |
11/9/2023 | UBS Group AG | 177,815 | $2.58M | 0.0% | -19.4% | 1.243% | |
11/8/2023 | Oppenheimer Asset Management Inc. | 15,151 | $220K | 0.0% | +20.1% | 0.106% | |
11/8/2023 | Stonebridge Financial Planning Group LLC | 17,255 | $250K | 0.2% | -19.2% | 0.121% | |
11/6/2023 | PFG Investments LLC | 26,094 | $378K | 0.1% | -2.6% | 0.182% | |
11/4/2023 | NBC Securities Inc. | 2,864 | $41K | 0.0% | N/A | 0.020% | |
10/31/2023 | Peregrine Asset Advisers Inc. | 10,967 | $159K | 0.1% | N/A | 0.077% | |
10/31/2023 | Cook Wealth Management Group LLC | 19,122 | $258K | 0.2% | +55.8% | 0.134% | |
10/31/2023 | Fifth Third Bancorp | 13,155 | $191K | 0.0% | +25.8% | 0.092% | |
10/30/2023 | Money Design Co. Ltd. | 390,281 | $5.66M | 0.3% | -8.8% | 2.729% | |
10/27/2023 | Dunhill Financial LLC | 62,211 | $884K | 0.6% | +18.4% | 0.435% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 26,009 | $377K | 0.0% | +19.2% | 0.182% | |
10/24/2023 | Raymond James & Associates | 32,227 | $467K | 0.0% | -2.6% | 0.225% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 18,663 | $270K | 0.0% | -11.3% | 0.131% | |
10/23/2023 | Commonwealth Equity Services LLC | 94,484 | $1.37M | 0.0% | -8.3% | 0.661% | |
10/12/2023 | WealthOne LLC | 15,579 | $226K | 0.1% | -20.4% | 0.109% | |
10/11/2023 | Perkins Coie Trust Co | 92,595 | $1.34M | 0.4% | +3.6% | 0.648% | |
8/23/2023 | Dunhill Financial LLC | 52,526 | $918K | 0.6% | N/A | 0.367% | |
8/15/2023 | BlueCrest Capital Management Ltd | 27,295 | $477K | 0.0% | N/A | 0.191% | |
8/11/2023 | Kestra Advisory Services LLC | 26,110 | $456K | 0.0% | +5.6% | 0.183% | |
8/10/2023 | Elmwood Wealth Management Inc. | 52,896 | $924K | 0.4% | -2.9% | 0.370% | |
8/10/2023 | Ledyard National Bank | 81,855 | $1.43M | 0.2% | -3.5% | 0.572% | |
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8/10/2023 | Cetera Investment Advisers | 162,555 | $2.84M | 0.0% | -2.3% | 1.137% | |
8/9/2023 | Baltimore Washington Financial Advisors Inc. | 12,721 | $222K | 0.0% | -5.7% | 0.089% | |
8/8/2023 | Catalyst Capital Advisors LLC | 10,371 | $181K | 0.0% | -16.4% | 0.073% | |
8/3/2023 | Atria Wealth Solutions Inc. | 10,535 | $184K | 0.0% | -17.3% | 0.067% | |
8/3/2023 | PFG Investments LLC | 26,798 | $468K | 0.1% | +6.9% | 0.170% | |
8/2/2023 | Bank of Montreal Can | 20,880 | $377K | 0.0% | N/A | 0.133% | |
7/31/2023 | LPL Financial LLC | 236,829 | $4.14M | 0.0% | -0.5% | 1.504% | |
7/31/2023 | Cook Wealth Management Group LLC | 12,277 | $211K | 0.2% | -14.3% | 0.078% | |
7/28/2023 | First Republic Investment Management Inc. | 42,157 | $736K | 0.0% | -11.2% | 0.268% | |
7/28/2023 | Money Design Co. Ltd. | 427,819 | $7.47M | 0.4% | -6.6% | 2.716% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 21,825 | $381K | 0.0% | -15.6% | 0.139% | |
7/25/2023 | Raymond James & Associates | 33,086 | $578K | 0.0% | -12.9% | 0.210% | |
7/21/2023 | Millburn Ridgefield Corp | 10,488 | $183K | 0.0% | -28.4% | 0.067% | |
7/14/2023 | Perkins Coie Trust Co | 89,378 | $1.56M | 0.4% | -0.8% | 0.567% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 21,030 | $367K | 0.0% | -76.3% | 0.134% | |
5/15/2023 | Catalyst Capital Advisors LLC | 12,402 | $222K | 0.0% | -5.9% | 0.079% | |
5/11/2023 | PFG Investments LLC | 25,072 | $448K | 0.1% | N/A | 0.159% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 88,643 | $1.58M | 0.0% | +197.5% | 0.563% | |
5/10/2023 | Oppenheimer Asset Management Inc. | 12,269 | $219K | 0.0% | -7.3% | 0.078% | |
5/10/2023 | LPL Financial LLC | 237,980 | $4.25M | 0.0% | -6.3% | 1.511% | |
5/8/2023 | Global Retirement Partners LLC | 1,441 | $25K | 0.0% | +403.8% | 0.009% | |
5/4/2023 | Cook Wealth Management Group LLC | 14,324 | $257K | 0.2% | +31.2% | 0.091% | |
5/4/2023 | Stonebridge Financial Planning Group LLC | 21,358 | $381K | 0.2% | +15.7% | 0.136% | |
4/28/2023 | Ameritas Advisory Services LLC | 335,975 | $6.06M | 0.3% | +0.6% | 2.055% | |
4/28/2023 | Elmwood Wealth Management Inc. | 54,480 | $973K | 0.5% | +6.9% | 0.333% | |
4/27/2023 | Money Design Co. Ltd. | 458,233 | $8.18M | 0.5% | N/A | 2.803% | |
4/26/2023 | Bard Financial Services Inc. | 12,575 | $225K | 0.0% | +13.5% | 0.077% | |
4/25/2023 | Millburn Ridgefield Corp | 14,650 | $262K | 0.0% | +11.2% | 0.090% | |
4/25/2023 | Ledyard National Bank | 84,780 | $1.51M | 0.2% | -18.6% | 0.519% | |
4/20/2023 | WealthOne LLC | 20,634 | $369K | 0.1% | -7.2% | 0.126% | |
4/17/2023 | GPS Wealth Strategies Group LLC | 1,805 | $32K | 0.0% | N/A | 0.011% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 25,862 | $462K | 0.0% | +13.3% | 0.158% | |
4/14/2023 | Raymond James & Associates | 38,002 | $679K | 0.0% | -11.5% | 0.232% | |
4/13/2023 | Perkins Coie Trust Co | 90,080 | $1.61M | 0.5% | +0.7% | 0.551% | |
4/10/2023 | Lpwm LLC | 10,715 | $191K | 0.1% | N/A | 0.066% | |
4/7/2023 | Trust Co. of Vermont | 13,356 | $239K | 0.0% | -17.0% | 0.082% | |
3/6/2023 | OLD Mission Capital LLC | 29,041 | $503K | 0.0% | +34.9% | 0.178% | |
2/27/2023 | Harvey Capital Management Inc. | 87,500 | $1.52M | 0.6% | -26.1% | 0.535% | |
2/15/2023 | Energy Opportunities Capital Management LLC | 18,470 | $320K | 0.9% | -17.3% | 0.113% | |
2/13/2023 | Picton Mahoney Asset Management | 10,200 | $177K | 0.0% | -25.5% | 0.062% | |
2/13/2023 | Cook Wealth Management Group LLC | 10,917 | $189K | 0.2% | N/A | 0.067% | |
2/10/2023 | Ameritas Advisory Services LLC | 333,982 | $5.79M | 0.3% | +0.7% | 2.043% | |
2/10/2023 | Banque Cantonale Vaudoise | 15,680 | $272K | 0.0% | -91.7% | 0.096% | |
2/9/2023 | Baltimore Washington Financial Advisors Inc. | 13,496 | $234K | 0.0% | -7.1% | 0.083% | |
2/9/2023 | MAI Capital Management | 11,105 | $192K | 0.0% | N/A | 0.068% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 22,829 | $395K | 0.0% | -18.2% | 0.140% | |
2/8/2023 | Raymond James & Associates | 42,947 | $744K | 0.0% | -3.8% | 0.263% | |
2/8/2023 | Belpointe Asset Management LLC | 2,438 | $42K | 0.0% | N/A | 0.015% | |
2/8/2023 | UBS Group AG | 238,071 | $4.12M | 0.0% | +11.3% | 1.456% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 29,794 | $516K | 0.0% | -14.4% | 0.182% | |
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2/7/2023 | Catalyst Capital Advisors LLC | 13,174 | $228K | 0.0% | -23.4% | 0.081% | |
2/7/2023 | Commonwealth Equity Services LLC | 106,805 | $1.85M | 0.0% | -17.7% | 0.653% | |
2/7/2023 | LPL Financial LLC | 253,944 | $4.40M | 0.0% | +0.6% | 1.553% | |
2/7/2023 | Envestnet Asset Management Inc. | 30,135 | $522K | 0.0% | +6.6% | 0.184% | |
2/6/2023 | Ledyard National Bank | 104,100 | $1.80M | 0.2% | -1.5% | 0.637% | |
2/3/2023 | Blue Bell Private Wealth Management LLC | 1,447 | $25K | 0.0% | -31.0% | 0.009% | |
2/2/2023 | Appleton Group LLC | 13,558 | $235K | 0.3% | N/A | 0.083% | |
1/31/2023 | Kestra Advisory Services LLC | 24,557 | $425K | 0.0% | -3.5% | 0.150% | |
1/26/2023 | Elmwood Wealth Management Inc. | 50,972 | $883K | 0.4% | +47.1% | 0.312% | |
1/24/2023 | WealthOne LLC | 22,224 | $385K | 0.2% | -12.1% | 0.136% | |