5/2/2025 | Wealthfront Advisers LLC | 13,000 | $1.12M | 0.0% | +164.4% | 0.260% | |
5/1/2025 | CWM LLC | 581 | $50K | 0.0% | +423.4% | 0.012% | |
4/30/2025 | Sharper & Granite LLC | 4,815 | $414K | 0.2% | -9.9% | 0.096% | |
4/24/2025 | Bordeaux Wealth Advisors LLC | 41,866 | $3.60M | 0.7% | -3.7% | 0.837% | |
4/24/2025 | swisspartners Advisors Ltd | 138,060 | $11.87M | 11.1% | +2.2% | 2.761% | |
4/21/2025 | Osborne Partners Capital Management LLC | 190,874 | $16.42M | 0.9% | -1.3% | 3.817% | |
4/18/2025 | GSB Wealth Management LLC | 936 | $81K | 0.0% | N/A | 0.017% | |
4/16/2025 | Salem Investment Counselors Inc. | 1,384 | $119K | 0.0% | -12.6% | 0.025% | |
4/15/2025 | Ibex Wealth Advisors | 24,153 | $2.08M | 0.3% | N/A | 0.443% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 39,613 | $3.41M | 0.1% | N/A | 0.727% | |
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2/26/2025 | Yoffe Investment Management LLC | 9,117 | $692K | 1.0% | N/A | 0.177% | |
2/18/2025 | Mittelman Wealth Management | 9,126 | $692K | 0.6% | -26.6% | 0.137% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 2,873 | $218K | 0.0% | N/A | 0.043% | |
2/17/2025 | CoreCap Advisors LLC | 4,079 | $310K | 0.0% | -4.6% | 0.061% | |
2/17/2025 | Bank of America Corp DE | 100,240 | $7.61M | 0.0% | -34.7% | 1.507% | |
2/17/2025 | Ameriprise Financial Inc. | 24,421 | $1.85M | 0.0% | N/A | 0.367% | |
2/14/2025 | Jane Street Group LLC | 67,038 | $5.09M | 0.0% | -46.1% | 1.008% | |
2/14/2025 | Integrated Wealth Concepts LLC | 8,239 | $625K | 0.0% | -2.5% | 0.124% | |
2/14/2025 | First Trust Advisors LP | 5,517 | $419K | 0.0% | N/A | 0.083% | |
2/13/2025 | Zacks Investment Management | 42,041 | $3.19M | 0.0% | -7.6% | 0.632% | |
2/13/2025 | Envestnet Asset Management Inc. | 5,550 | $421K | 0.0% | +4.7% | 0.083% | |
2/13/2025 | Wells Fargo & Company MN | 9,445 | $717K | 0.0% | -11.9% | 0.142% | |
2/12/2025 | Yoffe Investment Management LLC | 13,722 | $1.04M | 1.1% | N/A | 0.206% | |
2/12/2025 | OLD Mission Capital LLC | 123,653 | $9.38M | 0.1% | +15.0% | 1.859% | |
2/12/2025 | JPMorgan Chase & Co. | 4,122 | $313K | 0.0% | +424.4% | 0.062% | |
2/11/2025 | LPL Financial LLC | 51,433 | $3.90M | 0.0% | +241.7% | 0.773% | |
2/11/2025 | Optimum Investment Advisors | 1,548 | $117K | 0.1% | -14.0% | 0.023% | |
2/11/2025 | Virtu Financial LLC | 15,177 | $1.15M | 0.1% | N/A | 0.228% | |
2/10/2025 | Commonwealth Equity Services LLC | 6,449 | $489K | 0.0% | -30.4% | 0.097% | |
2/7/2025 | Banco Santander S.A. | 36,744 | $2.79M | 0.0% | -3.6% | 0.553% | |
2/5/2025 | Acima Private Wealth LLC | 4,291 | $326K | 0.1% | -21.1% | 0.065% | |
2/4/2025 | Tradewinds Capital Management LLC | 9,338 | $709K | 0.2% | N/A | 0.140% | |
2/3/2025 | Private Advisor Group LLC | 6,430 | $488K | 0.0% | N/A | 0.097% | |
2/3/2025 | Pasadena Private Wealth LLC | 63,180 | $4.79M | 1.0% | N/A | 0.950% | |
1/29/2025 | Avestar Capital LLC | 9,966 | $756K | 0.1% | N/A | 0.150% | |
1/29/2025 | Summit Trail Advisors LLC | 16,772 | $1.27M | 0.0% | +1.9% | 0.252% | |
1/29/2025 | swisspartners Advisors Ltd | 135,047 | $10.25M | 18.2% | +2.1% | 2.031% | |
1/29/2025 | Savant Capital LLC | 36,283 | $2.75M | 0.0% | -12.5% | 0.546% | |
1/24/2025 | Osborne Partners Capital Management LLC | 193,401 | $14.68M | 0.8% | +0.3% | 2.908% | |
1/14/2025 | Sharper & Granite LLC | 5,345 | $406K | 0.2% | -5.0% | 0.080% | |
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1/13/2025 | Salem Investment Counselors Inc. | 1,584 | $120K | 0.0% | -33.6% | 0.024% | |
12/26/2024 | JPMorgan Chase & Co. | 786 | $65K | 0.0% | -81.2% | 0.012% | |
11/18/2024 | Mittelman Wealth Management | 12,441 | $1.02M | 0.6% | +60.4% | 0.187% | |
11/15/2024 | Zacks Investment Management | 45,475 | $3.73M | 0.0% | +2.5% | 0.684% | |
11/15/2024 | Jane Street Group LLC | 124,291 | $10.21M | 0.0% | +28.2% | 1.869% | |
11/15/2024 | Integrated Wealth Concepts LLC | 8,454 | $694K | 0.0% | -4.9% | 0.127% | |
11/14/2024 | Flow Traders U.S. LLC | 21,099 | $1.73M | 0.1% | -54.2% | 0.317% | |
11/12/2024 | Summit Trail Advisors LLC | 16,466 | $1.35M | 0.0% | +1.5% | 0.248% | |
11/12/2024 | Banco Santander S.A. | 38,135 | $3.13M | 0.0% | N/A | 0.573% | |
10/29/2024 | swisspartners Advisors Ltd | 132,307 | $10.87M | 8.5% | +1.8% | 1.990% | |
10/28/2024 | Meitav Investment House Ltd. | 3,142 | $258K | 0.0% | -58.1% | 0.047% | |
10/25/2024 | GSB Wealth Management LLC | 914 | $75K | 0.0% | N/A | 0.014% | |
10/23/2024 | Osborne Partners Capital Management LLC | 192,829 | $15.84M | 0.9% | +3.0% | 2.900% | |
10/16/2024 | Optimum Investment Advisors | 1,799 | $148K | 0.1% | +11.5% | 0.027% | |
8/12/2024 | Mittelman Wealth Management | 7,754 | $531K | 0.3% | +5.2% | 0.117% | |
8/8/2024 | Envestnet Asset Management Inc. | 31,640 | $2.17M | 0.0% | +174.8% | 0.476% | |
8/8/2024 | CoreCap Advisors LLC | 4,862 | $333K | 0.0% | N/A | 0.073% | |
8/6/2024 | Parcion Private Wealth LLC | 5,174 | $354K | 0.0% | -7.8% | 0.078% | |
8/6/2024 | Savant Capital LLC | 30,100 | $2.06M | 0.0% | -21.9% | 0.453% | |
8/5/2024 | Bordeaux Wealth Advisors LLC | 45,560 | $3.12M | 0.6% | N/A | 0.685% | |
7/31/2024 | Commonwealth Equity Services LLC | 5,164 | $353K | 0.0% | -23.2% | 0.078% | |
7/31/2024 | Acima Private Wealth LLC | 5,439 | $372K | 0.1% | -58.0% | 0.082% | |
7/30/2024 | Hantz Financial Services Inc. | 1,409 | $96K | 0.0% | N/A | 0.021% | |
7/29/2024 | 4Thought Financial Group Inc. | 1,596 | $109K | 0.1% | N/A | 0.024% | |
7/11/2024 | Worth Asset Management LLC | 5,263 | $360K | 0.2% | N/A | 0.079% | |
7/10/2024 | Simplicity Wealth LLC | 18,997 | $1.30M | 0.0% | +3.0% | 0.286% | |
5/20/2024 | Virtu Financial LLC | 8,550 | $562K | 0.0% | N/A | 0.129% | |
5/16/2024 | Jane Street Group LLC | 190,015 | $12.50M | 0.0% | +327.5% | 2.857% | |
5/15/2024 | Flow Traders U.S. LLC | 43,451 | $2.86M | 0.2% | N/A | 0.653% | |
5/14/2024 | OLD Mission Capital LLC | 302,761 | $19.92M | 0.3% | N/A | 4.553% | |
5/8/2024 | Winthrop Capital Management LLC | 16,749 | $1.10M | 0.5% | -9.1% | 0.252% | |
5/6/2024 | Mittelman Wealth Management | 7,372 | $485K | 0.3% | N/A | 0.111% | |
5/6/2024 | swisspartners Advisors Ltd | 88,097 | $5.80M | 4.4% | +14.4% | 1.325% | |
4/26/2024 | MONECO Advisors LLC | 3,090 | $203K | 0.0% | -29.5% | 0.042% | |
4/25/2024 | Osborne Partners Capital Management LLC | 182,184 | $11.98M | 0.7% | +19.7% | 2.496% | |
4/25/2024 | IAG Wealth Partners LLC | 489 | $32K | 0.0% | N/A | 0.007% | |
4/24/2024 | Simplicity Wealth LLC | 18,442 | $1.21M | 0.0% | N/A | 0.253% | |
4/23/2024 | Summit Trail Advisors LLC | 16,085 | $1.06M | 0.0% | N/A | 0.220% | |
4/11/2024 | Salem Investment Counselors Inc. | 3,807 | $250K | 0.0% | -10.6% | 0.026% | |
4/11/2024 | Executive Wealth Group LLC | 141,287 | $9.01M | 1.9% | +200.0% | 0.964% | |
4/11/2024 | Optimum Investment Advisors | 1,542 | $101K | 0.0% | +20.9% | 0.011% | |
4/9/2024 | Mather Group LLC. | 2,530 | $172K | 0.0% | -28.9% | 0.017% | |
3/13/2024 | MONECO Advisors LLC | 4,380 | $298K | 0.1% | N/A | 0.030% | |
3/12/2024 | Executive Wealth Group LLC | 47,097 | $3.21M | 2.0% | -4.5% | 0.321% | |
2/29/2024 | Acima Private Wealth LLC | 11,054 | $753K | 0.3% | N/A | 0.075% | |
2/26/2024 | Syon Capital LLC | 194,171 | $13.23M | 1.2% | N/A | 1.325% | |
2/12/2024 | Private Wealth Strategies L.L.C. | 5,281 | $360K | 0.1% | -62.3% | 0.036% | |
2/12/2024 | Parallel Advisors LLC | 2,728 | $186K | 0.0% | +92.2% | 0.019% | |
2/9/2024 | Trexquant Investment LP | 3,507 | $239K | 0.0% | N/A | 0.024% | |
2/6/2024 | National Bank of Canada FI | 420 | $28K | 0.0% | -58.8% | 0.003% | |
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2/5/2024 | Cary Street Partners Asset Management LLC | 5,627 | $383K | 0.1% | N/A | 0.038% | |
2/5/2024 | Savant Capital LLC | 41,531 | $2.83M | 0.0% | -5.5% | 0.283% | |
2/5/2024 | MONECO Advisors LLC | 4,380 | $298K | 0.1% | N/A | 0.030% | |
2/5/2024 | Mather Group LLC. | 3,556 | $242K | 0.0% | N/A | 0.024% | |
2/2/2024 | Syon Capital LLC | 194,171 | $13.23M | 0.9% | N/A | 1.325% | |
2/1/2024 | Prism Advisors Inc. | 29,633 | $2.02M | 0.6% | N/A | 0.202% | |
1/29/2024 | Simplicity Solutions LLC | 18,448 | $1.26M | 0.0% | -3.0% | 0.126% | |
1/29/2024 | Meitav Investment House Ltd. | 7,503 | $511K | 0.0% | -4.2% | 0.051% | |
1/26/2024 | Cerity Partners LLC | 59,952 | $4.08M | 0.0% | N/A | 0.409% | |
1/25/2024 | Bleakley Financial Group LLC | 18,448 | $1.26M | 0.0% | -3.0% | 0.126% | |