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% | |
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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% | |
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% | |
1/23/2024 | Upper Left Wealth Management LLC | 3,506 | $239K | 0.2% | N/A | 0.024% | |
1/23/2024 | Parcion Private Wealth LLC | 281,607 | $19.18M | 1.8% | +16.5% | 1.922% | |
1/22/2024 | Osborne Partners Capital Management LLC | 152,225 | $10.37M | 0.7% | +3.7% | 1.039% | |
1/19/2024 | Sharper & Granite LLC | 7,045 | $480K | 0.2% | +3.2% | 0.048% | |
1/16/2024 | 3EDGE Asset Management LP | 702,230 | $47.84M | 3.7% | N/A | 4.793% | |
1/16/2024 | Salem Investment Counselors Inc. | 4,257 | $290K | 0.0% | -39.2% | 0.029% | |
1/16/2024 | CoreCap Advisors LLC | 6,451 | $439K | 0.0% | -2.9% | 0.044% | |
1/3/2024 | EisnerAmper Wealth Management Corporate Benefits LLC | 15,577 | $1.06M | 0.4% | N/A | 0.106% | |
12/11/2023 | Glovista Investments LLC | 9,129 | $658K | 0.4% | -9.1% | 0.062% | |
12/6/2023 | Citigroup Inc. | 6,737 | $482K | 0.0% | -9.0% | 0.046% | |
11/14/2023 | Sharper & Granite LLC | 6,825 | $488K | 0.3% | +107.1% | 0.047% | |
11/13/2023 | Stifel Financial Corp | 37,085 | $2.65M | 0.0% | +2.3% | 0.253% | |
11/9/2023 | Varma Mutual Pension Insurance Co | 183,358 | $13.12M | 0.2% | -82.0% | 1.252% | |
11/9/2023 | Citigroup Inc. | 6,737 | $482K | 0.0% | -9.0% | 0.046% | |
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11/9/2023 | UBS Group AG | 61,775 | $4.42M | 0.0% | -13.5% | 0.422% | |
11/7/2023 | Savant Capital LLC | 43,945 | $3.14M | 0.0% | -5.3% | 0.300% | |
11/2/2023 | swisspartners Advisors Ltd | 71,802 | $4.70M | 4.1% | +0.9% | 0.490% | |
11/1/2023 | Wealthfront Advisers LLC | 3,673 | $263K | 0.0% | -67.9% | 0.025% | |
10/30/2023 | Meitav Investment House Ltd. | 7,836 | $560K | 0.0% | -11.3% | 0.053% | |
10/27/2023 | Parcion Private Wealth LLC | 241,762 | $17.30M | 1.8% | +7.1% | 1.650% | |
10/26/2023 | Osborne Partners Capital Management LLC | 146,825 | $10.51M | 0.8% | +0.3% | 1.002% | |
10/23/2023 | Commonwealth Equity Services LLC | 5,146 | $368K | 0.0% | -12.1% | 0.035% | |
10/19/2023 | Simplicity Solutions LLC | 19,026 | $1.36M | 0.0% | +5.3% | 0.130% | |
10/10/2023 | Indiana Trust & Investment Management CO | 27,900 | $2.00M | 1.0% | N/A | 0.190% | |
10/4/2023 | Salem Investment Counselors Inc. | 7,007 | $501K | 0.0% | -7.4% | 0.048% | |
8/14/2023 | American Trust | 32,864 | $2.42M | 0.2% | N/A | 0.224% | |
8/14/2023 | Bleakley Financial Group LLC | 18,072 | $1.33M | 0.0% | +3.8% | 0.123% | |
8/10/2023 | Meitav Investment House Ltd. | 8,836 | $646K | 0.0% | -22.1% | 0.060% | |
8/9/2023 | Flow Traders U.S. LLC | 88,313 | $6.52M | 0.3% | N/A | 0.603% | |
8/9/2023 | Unconventional Investor LLC | 2,919 | $215K | 0.2% | -10.2% | 0.020% | |
8/8/2023 | GSB Wealth Management LLC | 842 | $62K | 0.0% | -48.5% | 0.006% | |
8/7/2023 | swisspartners Advisors Ltd | 71,167 | $5.25M | 4.2% | +2.0% | 0.486% | |
8/4/2023 | Savant Capital LLC | 46,420 | $3.42M | 0.1% | -5.5% | 0.317% | |
8/4/2023 | Simplex Trading LLC | 1,030 | $75K | 0.0% | -52.7% | 0.007% | |
8/2/2023 | Parcion Private Wealth LLC | 225,806 | $16.66M | 1.7% | +5.6% | 1.420% | |
8/2/2023 | Bank of Montreal Can | 744 | $59K | 0.0% | N/A | 0.005% | |
7/31/2023 | LPL Financial LLC | 28,423 | $2.10M | 0.0% | -20.7% | 0.179% | |
7/28/2023 | Sharper & Granite LLC | 3,295 | $243K | 0.1% | +7.3% | 0.021% | |
7/28/2023 | First Republic Investment Management Inc. | 4,406 | $325K | 0.0% | -32.8% | 0.028% | |
7/27/2023 | Virtu Financial LLC | 5,750 | $424K | 0.0% | N/A | 0.036% | |
7/26/2023 | Simplicity Solutions LLC | 18,072 | $1.33M | 0.0% | +3.8% | 0.114% | |
7/24/2023 | Meitav Investment House Ltd. | 8,836 | $646K | 0.0% | -22.1% | 0.056% | |
7/20/2023 | Osborne Partners Capital Management LLC | 146,363 | $10.80M | 0.8% | +2.7% | 0.921% | |
7/20/2023 | Tradewinds Capital Management LLC | 199,065 | $14.69M | 4.6% | N/A | 1.252% | |
7/19/2023 | Salem Investment Counselors Inc. | 7,569 | $558K | 0.0% | -7.3% | 0.048% | |
7/19/2023 | Krilogy Financial LLC | 22,344 | $1.65M | 0.1% | -3.6% | 0.141% | |
7/12/2023 | Y.D. More Investments Ltd | 1,000 | $74K | 0.0% | -50.0% | 0.006% | |
5/18/2023 | GSB Wealth Management LLC | 1,635 | $128K | 0.0% | N/A | 0.010% | |
5/11/2023 | Parcion Private Wealth LLC | 213,919 | $17.61M | 1.8% | +6.0% | 1.367% | |
5/11/2023 | Meitav Investment House Ltd. | 11,336 | $903K | 0.0% | -31.8% | 0.072% | |
5/10/2023 | LPL Financial LLC | 35,849 | $2.95M | 0.0% | +10.9% | 0.229% | |
5/9/2023 | swisspartners Advisors Ltd | 69,782 | $5.75M | 4.8% | -0.4% | 0.446% | |
5/8/2023 | New York Life Investment Management LLC | 16,079 | $1.32M | 0.0% | +81.4% | 0.103% | |
5/5/2023 | Delphi Financial Group Inc. | 46,785 | $3.85M | 1.9% | +38.2% | 0.299% | |
5/3/2023 | Krilogy Financial LLC | 23,173 | $1.91M | 0.2% | -12.9% | 0.148% | |
5/3/2023 | Optimum Investment Advisors | 1,143 | $94K | 0.0% | +13.1% | 0.007% | |
5/3/2023 | Savant Capital LLC | 49,108 | $4.04M | 0.1% | -1.9% | 0.314% | |
5/2/2023 | Wakefield Asset Management LLLP | 4,903 | $404K | 0.2% | N/A | 0.031% | |
5/1/2023 | CWM LLC | 591 | $49K | 0.0% | +319.1% | 0.004% | |
4/28/2023 | Wealthfront Advisers LLC | 4,277 | $352K | 0.0% | -10.0% | 0.027% | |
4/27/2023 | Simplicity Solutions LLC | 17,415 | $1.43M | 0.0% | N/A | 0.111% | |
4/27/2023 | Simplex Trading LLC | 2,176 | $179K | 0.0% | -100.5% | 0.014% | |
4/25/2023 | Parallel Advisors LLC | 1,371 | $113K | 0.0% | -23.6% | 0.009% | |
4/24/2023 | Osborne Partners Capital Management LLC | 142,449 | $11.72M | 0.9% | +2.7% | 0.910% | |
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3/6/2023 | OLD Mission Capital LLC | 86,242 | $6.76M | 0.2% | -43.2% | 0.558% | |
2/14/2023 | Private Wealth Strategies L.L.C. | 13,848 | $1.09M | 0.3% | +1.7% | 0.090% | |
2/13/2023 | Glovista Investments LLC | 10,464 | $824K | 0.4% | N/A | 0.068% | |
2/13/2023 | Varma Mutual Pension Insurance Co | 691,000 | $54.15M | 0.8% | N/A | 4.472% | |
2/10/2023 | Samalin Investment Counsel LLC | 2,847 | $223K | 0.1% | N/A | 0.018% | |
2/10/2023 | New York Life Investment Management LLC | 8,866 | $695K | 0.0% | +198.4% | 0.057% | |
2/10/2023 | CoreCap Advisors LLC | 8,769 | $687K | 0.0% | -3.8% | 0.057% | |
2/10/2023 | Parcion Private Wealth LLC | 201,892 | $15.82M | 1.7% | +21.5% | 1.307% | |
2/8/2023 | UBS Group AG | 58,337 | $4.57M | 0.0% | -17.4% | 0.378% | |
2/7/2023 | Commonwealth Equity Services LLC | 4,824 | $378K | 0.0% | +44.5% | 0.031% | |