8/6/2025 | Innealta Capital LLC | 72,001 | $3.01M | 1.6% | -34.5% | 0.686% | |
8/5/2025 | Bank of Montreal Can | 56,623 | $2.36M | 0.0% | +12.5% | 0.539% | |
8/5/2025 | Elm Partners Management LLC | 30,758 | $1.28M | 0.1% | +174.4% | 0.293% | |
8/4/2025 | Simon Quick Advisors LLC | 120,584 | $5.03M | 0.2% | N/A | 1.148% | |
8/1/2025 | Envestnet Asset Management Inc. | 11,667 | $487K | 0.0% | -8.9% | 0.111% | |
7/30/2025 | Nottingham Advisors Inc. | 282,528 | $11.80M | 1.7% | -4.8% | 2.691% | |
7/28/2025 | Courier Capital LLC | 53,141 | $2.22M | 0.1% | +2.5% | 0.506% | |
7/16/2025 | CX Institutional | 3,575 | $149K | 0.0% | -8.2% | 0.034% | |
7/11/2025 | CX Institutional | 3,575 | $149K | 0.0% | -8.2% | 0.034% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 5,537 | $233K | 0.0% | N/A | 0.053% | |
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5/14/2025 | Northwestern Mutual Wealth Management Co. | 721 | $27K | 0.0% | N/A | 0.007% | |
5/14/2025 | Circle Wealth Management LLC | 19,669 | $732K | 0.0% | -12.0% | 0.183% | |
5/14/2025 | 1832 Asset Management L.P. | 27,545 | $1.03M | 0.0% | +30.8% | 0.256% | |
5/14/2025 | Flow Traders U.S. LLC | 13,530 | $504K | 0.0% | +122.8% | 0.126% | |
5/13/2025 | Menora Mivtachim Holdings LTD. | 8,000 | $298K | 0.0% | N/A | 0.074% | |
5/12/2025 | National Bank of Canada FI | 55,884 | $2.10M | 0.0% | +2.3% | 0.520% | |
5/12/2025 | AlphaCore Capital LLC | 863 | $32K | 0.0% | N/A | 0.008% | |
5/7/2025 | Nottingham Advisors Inc. | 296,925 | $11.05M | 1.6% | -12.2% | 2.762% | |
5/6/2025 | Cetera Investment Advisers | 22,790 | $848K | 0.0% | -3.0% | 0.212% | |
5/5/2025 | Csenge Advisory Group | 13,551 | $506K | 0.0% | -33.7% | 0.126% | |
4/29/2025 | Envestnet Asset Management Inc. | 12,805 | $477K | 0.0% | -13.7% | 0.119% | |
4/22/2025 | Brueske Advisory Services LLC | 17,309 | $644K | 0.6% | -3.4% | 0.161% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 15,086 | $561K | 0.0% | N/A | 0.140% | |
4/21/2025 | Community Bank N.A. | 94,808 | $3.53M | 0.5% | +23.1% | 0.882% | |
4/21/2025 | Dunhill Financial LLC | 805 | $30K | 0.0% | N/A | 0.007% | |
4/15/2025 | CX Institutional | 3,896 | $145K | 0.0% | N/A | 0.036% | |
4/14/2025 | Courier Capital LLC | 51,866 | $1.93M | 0.1% | +148.6% | 0.482% | |
2/26/2025 | Yoffe Investment Management LLC | 12,330 | $451K | 0.6% | N/A | 0.104% | |
2/17/2025 | EP Wealth Advisors LLC | 3,057 | $112K | 0.0% | -19.0% | 0.026% | |
2/17/2025 | Cetera Investment Advisers | 23,494 | $860K | 0.0% | -8.5% | 0.199% | |
2/17/2025 | Bank of America Corp DE | 3,635,235 | $133.05M | 0.0% | -7.1% | 30.807% | |
2/14/2025 | Integrated Wealth Concepts LLC | 37,078 | $1.36M | 0.0% | +1.8% | 0.314% | |
2/14/2025 | Susquehanna International Group LLP | 78,756 | $2.88M | 0.0% | +88.0% | 0.667% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 1,765 | $66K | 0.0% | -15.1% | 0.015% | |
2/13/2025 | Bank of Montreal Can | 48,973 | $1.79M | 0.0% | +35.8% | 0.415% | |
2/13/2025 | Envestnet Asset Management Inc. | 14,843 | $543K | 0.0% | -7.1% | 0.126% | |
2/12/2025 | Yoffe Investment Management LLC | 22,011 | $806K | 0.8% | N/A | 0.187% | |
2/12/2025 | Nottingham Advisors Inc. | 338,039 | $12.37M | 1.6% | -6.6% | 2.865% | |
2/12/2025 | National Bank of Canada FI | 54,640 | $2M | 0.0% | +1,431.0% | 0.463% | |
2/12/2025 | Franklin Resources Inc. | 12,270 | $449K | 0.0% | -9.5% | 0.104% | |
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2/12/2025 | JPMorgan Chase & Co. | 2,313,449 | $84.67M | 0.0% | -6.8% | 19.606% | |
2/11/2025 | LPL Financial LLC | 13,913 | $509K | 0.0% | -2.4% | 0.118% | |
2/7/2025 | HighTower Advisors LLC | 5,573 | $204K | 0.0% | N/A | 0.047% | |
2/7/2025 | Wealthfront Advisers LLC | 9,192 | $336K | 0.0% | N/A | 0.078% | |
2/5/2025 | Brueske Advisory Services LLC | 17,918 | $656K | 0.6% | N/A | 0.152% | |
1/30/2025 | Csenge Advisory Group | 20,430 | $748K | 0.0% | N/A | 0.173% | |
1/28/2025 | Wilmington Savings Fund Society FSB | 3,240 | $119K | 0.0% | -8.2% | 0.027% | |
1/17/2025 | Proquility Private Wealth Partners LLC | 109,306 | $4.00M | 1.3% | -0.3% | 0.926% | |
1/13/2025 | Courier Capital LLC | 20,865 | $764K | 0.1% | N/A | 0.177% | |
12/26/2024 | JPMorgan Chase & Co. | 2,483,469 | $93.49M | 0.0% | -8.8% | 21.046% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 3,529 | $133K | 0.0% | N/A | 0.030% | |
11/15/2024 | National Bank of Canada FI | 3,569 | $134K | 0.0% | -93.7% | 0.030% | |
11/15/2024 | EP Wealth Advisors LLC | 3,776 | $142K | 0.0% | N/A | 0.032% | |
11/15/2024 | Jane Street Group LLC | 6,027 | $227K | 0.0% | N/A | 0.051% | |
11/15/2024 | Integrated Wealth Concepts LLC | 36,433 | $1.37M | 0.0% | +43.8% | 0.309% | |
11/15/2024 | Community Bank N.A. | 77,009 | $2.90M | 0.4% | +54.3% | 0.653% | |
11/13/2024 | FMR LLC | 1,363 | $51K | 0.0% | -17.5% | 0.012% | |
11/4/2024 | Venturi Wealth Management LLC | 1,066 | $40K | 0.0% | N/A | 0.009% | |
10/16/2024 | Nottingham Advisors Inc. | 361,772 | $13.62M | 1.5% | +6.2% | 3.066% | |
10/16/2024 | Proquility Private Wealth Partners LLC | 109,646 | $4.13M | 1.3% | +15.9% | 0.929% | |
10/11/2024 | CX Institutional | 6,515 | $245K | 0.0% | -98.6% | 0.055% | |
8/3/2024 | National Bank of Canada FI | 56,552 | $1.94M | 0.0% | +76.0% | 0.479% | |
8/3/2024 | Nottingham Advisors Inc. | 340,656 | $11.41M | 1.4% | -1.2% | 2.887% | |
7/13/2024 | Retirement Planning Group LLC | 9,554 | $320K | 0.0% | -14.0% | 0.081% | |
7/11/2024 | CX Institutional | 457,555 | $15.32M | 0.7% | -4.5% | 3.878% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 2,227 | $77K | 0.0% | -53.7% | 0.019% | |
4/23/2024 | Sage Mountain Advisors LLC | 2,735 | $95K | 0.0% | -29.1% | 0.023% | |
4/17/2024 | Municipal Employees Retirement System of Michigan | 2,991,017 | $103.76M | 1.3% | +13.8% | 29.181% | |
2/12/2024 | Scotia Capital Inc. | 7,709 | $256K | 0.0% | N/A | 0.075% | |
2/12/2024 | Proquility Private Wealth Partners LLC | 88,938 | $2.96M | 1.1% | N/A | 0.868% | |
2/2/2024 | Community Bank N.A. | 49,980 | $1.66M | 0.2% | +319.5% | 0.488% | |
1/29/2024 | Nottingham Advisors Inc. | 360,594 | $11.99M | 1.5% | -20.4% | 3.518% | |
1/12/2024 | CX Institutional | 420,157 | $13.97M | 0.7% | N/A | 4.099% | |
11/14/2023 | Itau Unibanco Holding S.A. | 103,987 | $3.13M | 0.1% | N/A | 1.015% | |
11/6/2023 | Nottingham Advisors Inc. | 452,826 | $13.64M | 1.9% | -2.6% | 4.418% | |
10/25/2023 | Concourse Financial Group Securities Inc. | 5,104 | $154K | 0.0% | -57.3% | 0.050% | |
10/25/2023 | Sage Mountain Advisors LLC | 3,859 | $116K | 0.0% | N/A | 0.038% | |
10/13/2023 | Global Retirement Partners LLC | 5,059 | $147K | 0.0% | -8.1% | 0.049% | |
10/10/2023 | National Bank of Canada FI | 32,163 | $1.02M | 0.0% | +132.4% | 0.314% | |
8/11/2023 | JPMorgan Chase & Co. | 877,309 | $27.71M | 0.0% | N/A | 8.559% | |
8/10/2023 | Cetera Advisor Networks LLC | 23,720 | $749K | 0.0% | -1.8% | 0.231% | |
8/9/2023 | Flow Traders U.S. LLC | 29,148 | $921K | 0.0% | +37.4% | 0.294% | |
8/8/2023 | Nottingham Advisors Inc. | 464,850 | $14.69M | 1.9% | -2.9% | 4.695% | |
8/1/2023 | Community Bank N.A. | 12,245 | $387K | 0.1% | -5.8% | 0.124% | |
7/31/2023 | LPL Financial LLC | 13,082 | $413K | 0.0% | +5.4% | 0.132% | |
7/26/2023 | National Bank of Canada FI | 13,837 | $439K | 0.0% | +39.4% | 0.140% | |
7/5/2023 | Marotta Asset Management | 7,552 | $239K | 0.1% | N/A | 0.083% | |
5/12/2023 | Main Management ETF Advisors LLC | 136,595 | $4.20M | 0.4% | +49.3% | 1.501% | |
5/4/2023 | Municipal Employees Retirement System of Michigan | 2,627,161 | $80.84M | 1.2% | -11.3% | 28.870% | |
4/27/2023 | Benjamin Edwards Inc. | 2,911 | $90K | 0.0% | N/A | 0.032% | |
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4/27/2023 | Benjamin F. Edwards & Company Inc. | 96,450 | $2.97M | 0.1% | N/A | 1.060% | |
4/25/2023 | Parallel Advisors LLC | 1,044 | $32K | 0.0% | N/A | 0.011% | |
4/12/2023 | National Bank of Canada FI | 9,924 | $309K | 0.0% | N/A | 0.109% | |
4/4/2023 | Confluence Investment Management LLC | 41,109 | $1.27M | 0.0% | N/A | 0.442% | |
2/15/2023 | Main Management ETF Advisors LLC | 91,475 | $2.72M | 0.3% | N/A | 1.122% | |
2/10/2023 | Bank of America Corp DE | 2,991,544 | $88.94M | 0.0% | -2.1% | 36.706% | |
2/10/2023 | Franklin Resources Inc. | 13,589 | $404K | 0.0% | -99.3% | 0.167% | |
2/10/2023 | Municipal Employees Retirement System of Michigan | 2,962,196 | $88.07M | 1.4% | +11.9% | 36.346% | |
2/10/2023 | Nottingham Advisors Inc. | 485,175 | $14.42M | 2.0% | N/A | 5.953% | |
2/7/2023 | Envestnet Asset Management Inc. | 40,706 | $1.21M | 0.0% | +41.7% | 0.499% | |