5/17/2024 | iA Global Asset Management Inc. | 37,200 | $911K | 0.0% | N/A | 0.106% | |
5/15/2024 | Blue Edge Capital LLC | 16,030 | $392K | 0.1% | +11.7% | 0.046% | |
5/14/2024 | Payden & Rygel Investment Group | 82,849 | $2.03M | 0.1% | N/A | 0.236% | |
5/6/2024 | Staley Capital Advisers Inc. | 55,000 | $1.35M | 0.1% | -15.4% | 0.156% | |
5/6/2024 | Mittelman Wealth Management | 11,951 | $293K | 0.2% | N/A | 0.034% | |
5/4/2024 | Gould Asset Management LLC CA | 12,305 | $301K | 0.1% | +12.5% | 0.035% | |
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4/25/2024 | Bear Mountain Capital Inc. | 138,795 | $3.36M | 1.4% | -0.9% | 0.395% | |
4/25/2024 | Klaas Financial Asset Advisors LLC | 92,633 | $2.27M | 0.5% | +6.8% | 0.264% | |
4/25/2024 | Valeo Financial Advisors LLC | 40,282 | $977K | 0.0% | +3.1% | 0.115% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 61,861 | $1.51M | 0.0% | -10.9% | 0.176% | |
4/17/2024 | Private Ocean LLC | 462,192 | $11.31M | 1.2% | -5.3% | 1.315% | |
4/13/2024 | Exchange Bank | 9,461 | $232K | 0.2% | N/A | 0.027% | |
4/2/2024 | ST Germain D J Co. Inc. | 220,800 | $5.41M | 0.3% | +8.7% | 0.624% | |
3/5/2024 | Fisher Asset Management LLC | 138,287 | $3.39M | 0.0% | +3.3% | 0.391% | |
2/13/2024 | Fairview Capital Investment Management LLC | 31,600 | $774K | 0.0% | +1.6% | 0.089% | |
2/12/2024 | Tradition Wealth Management LLC | 20,416 | $500K | 0.1% | +3.9% | 0.058% | |
2/12/2024 | Staley Capital Advisers Inc. | 65,000 | $1.59M | 0.1% | -13.3% | 0.184% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 69,392 | $1.70M | 0.0% | -27.3% | 0.196% | |
2/7/2024 | AGF Management Ltd. | 8,630 | $211K | 0.0% | N/A | 0.024% | |
2/6/2024 | Legacy Financial Advisors Inc. | 18,135 | $444K | 0.1% | -6.3% | 0.051% | |
2/6/2024 | Fisher Asset Management LLC | 138,287 | $3.39M | 0.0% | +3.3% | 0.391% | |
2/1/2024 | Cable Hill Partners LLC | 21,740 | $531K | 0.1% | -49.9% | 0.062% | |
1/30/2024 | Bear Mountain Capital Inc. | 140,055 | $3.43M | 1.4% | N/A | 0.397% | |
1/29/2024 | Baystate Wealth Management LLC | 20,445 | $501K | 0.0% | -19.8% | 0.058% | |
1/24/2024 | Mascoma Wealth Management LLC | 61,460 | $1.51M | 0.5% | -14.5% | 0.175% | |
1/23/2024 | Private Ocean LLC | 488,248 | $11.95M | 1.2% | -36.3% | 1.389% | |
1/19/2024 | AdvisorNet Financial Inc | 4,994 | $122K | 0.0% | -50.4% | 0.014% | |
1/4/2024 | VERITY Wealth Advisors | 25,716 | $630K | 0.5% | -7.2% | 0.072% | |
11/15/2023 | Baker Avenue Asset Management LP | 5,593 | $133K | 0.0% | -80.6% | 0.016% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 6,898 | $164K | 0.0% | -62.3% | 0.019% | |
11/13/2023 | Financial Engines Advisors L.L.C. | 128,043 | $3.04M | 0.0% | +14.3% | 0.360% | |
11/8/2023 | Payden & Rygel Investment Group | 82,849 | $1.97M | 0.1% | N/A | 0.233% | |
11/1/2023 | Retirement Income Solutions Inc | 8,586 | $204K | 0.1% | -28.9% | 0.024% | |
10/27/2023 | Whittier Trust Co. | 25,903 | $616K | 0.0% | -22.9% | 0.073% | |
10/26/2023 | Baystate Wealth Management LLC | 25,478 | $606K | 0.0% | -9.3% | 0.072% | |
10/24/2023 | Bank of New York Mellon Corp | 661,010 | $15.71M | 0.0% | N/A | 1.857% | |
10/24/2023 | Private Ocean LLC | 766,136 | $18.21M | 2.3% | -13.9% | 2.152% | |
10/24/2023 | Gould Asset Management LLC CA | 10,995 | $261K | 0.1% | +22.7% | 0.031% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 95,390 | $2.27M | 0.0% | -6.4% | 0.268% | |
10/23/2023 | ST Germain D J Co. Inc. | 178,930 | $4.25M | 0.2% | +4.3% | 0.503% | |
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10/20/2023 | Valeo Financial Advisors LLC | 39,089 | $929K | 0.0% | +5.6% | 0.110% | |
10/18/2023 | UMB Bank n.a. | 27,781 | $660K | 0.0% | -17.4% | 0.078% | |
10/18/2023 | CX Institutional | 23,337 | $553K | 0.0% | -33.0% | 0.066% | |
10/13/2023 | Mascoma Wealth Management LLC | 71,889 | $1.71M | 0.5% | -2.7% | 0.201% | |
10/10/2023 | Bartlett & Co. LLC | 62,114 | $1.48M | 0.0% | -2.7% | 0.174% | |
9/21/2023 | Baystate Wealth Management LLC | 28,081 | $671K | 0.1% | -18.6% | 0.077% | |
9/7/2023 | ST Germain D J Co. Inc. | 171,604 | $4.10M | 0.2% | N/A | 0.471% | |
8/11/2023 | Baird Financial Group Inc. | 337,587 | $8.07M | 0.0% | +2.8% | 0.938% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 112,044 | $2.68M | 0.0% | +20.8% | 0.311% | |
8/8/2023 | Fisher Asset Management LLC | 126,098 | $3.02M | 0.0% | +9.4% | 0.346% | |
8/4/2023 | Parallel Advisors LLC | 2,259 | $54K | 0.0% | -62.7% | 0.006% | |
7/25/2023 | UMB Bank n.a. | 33,622 | $804K | 0.0% | -11.1% | 0.092% | |
7/21/2023 | Private Ocean LLC | 889,972 | $21.28M | 2.7% | -17.6% | 2.422% | |
7/5/2023 | Symmetry Partners LLC | 8,438 | $202K | 0.0% | N/A | 0.023% | |
5/12/2023 | Tradition Wealth Management LLC | 17,485 | $421K | 0.1% | +3.4% | 0.046% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 101,977 | $2.45M | 0.0% | -0.8% | 0.268% | |
5/11/2023 | Edmond DE Rothschild Holding S.A. | 19,829 | $477K | 0.0% | +13.8% | 0.052% | |
5/11/2023 | One Capital Management LLC | 61,530 | $1.48M | 0.1% | -61.9% | 0.162% | |
5/10/2023 | Payden & Rygel | 82,849 | $1.99M | 0.1% | -17.0% | 0.218% | |
5/9/2023 | Hilltop Partners LLC | 9,339 | $225K | 0.1% | -32.2% | 0.025% | |
5/9/2023 | US Bancorp DE | 1,088 | $26K | 0.0% | N/A | 0.003% | |
5/5/2023 | Assetmark Inc. | 5,889 | $142K | 0.0% | -64.5% | 0.015% | |
5/5/2023 | Retirement Income Solutions Inc | 12,074 | $290K | 0.1% | -17.1% | 0.032% | |
5/3/2023 | AGF Management Ltd. | 8,630 | $208K | 0.0% | -5.5% | 0.023% | |
5/2/2023 | Gould Asset Management LLC CA | 8,960 | $216K | 0.1% | -16.4% | 0.024% | |
5/1/2023 | Fisher Asset Management LLC | 115,266 | $2.77M | 0.0% | +5.2% | 0.303% | |
5/1/2023 | Mascoma Wealth Management LLC | 129,120 | $3.12M | 0.9% | -1.8% | 0.340% | |
4/28/2023 | AdvisorNet Financial Inc | 10,126 | $244K | 0.0% | +7.2% | 0.027% | |
4/28/2023 | Harvest Group Wealth Management LLC | 12,471 | $300K | 0.2% | -45.2% | 0.033% | |
4/25/2023 | Parallel Advisors LLC | 6,051 | $146K | 0.0% | -21.4% | 0.016% | |
4/21/2023 | Private Ocean LLC | 1,080,383 | $25.99M | 3.5% | -7.3% | 2.843% | |
4/17/2023 | Valeo Financial Advisors LLC | 37,082 | $892K | 0.0% | N/A | 0.098% | |
4/11/2023 | UMB Bank n.a. | 37,813 | $910K | 0.0% | -19.9% | 0.098% | |
3/6/2023 | OLD Mission Capital LLC | 5,436 | $129K | 0.0% | -91.9% | 0.014% | |
2/27/2023 | ST Germain D J Co. Inc. | 263,439 | $3.08M | 1.0% | +114.6% | 0.698% | |
2/14/2023 | Arkos Global Advisors | 20,433 | $486K | 0.1% | +2.3% | 0.053% | |
2/14/2023 | Headinvest LLC | 8,833 | $210K | 0.0% | N/A | 0.023% | |
2/13/2023 | Baird Financial Group Inc. | 373,143 | $8.87M | 0.0% | +89.6% | 0.974% | |
2/13/2023 | Payden & Rygel | 99,849 | $2.37M | 0.1% | -9.7% | 0.261% | |
2/13/2023 | Blue Edge Capital LLC | 14,488 | $344K | 0.1% | +4.1% | 0.038% | |
2/9/2023 | Sowell Financial Services LLC | 19,119 | $454K | 0.0% | -29.5% | 0.050% | |
2/9/2023 | Edmond DE Rothschild Holding S.A. | 17,417 | $414K | 0.0% | +16.6% | 0.045% | |
2/9/2023 | Gould Asset Management LLC CA | 10,715 | $255K | 0.1% | +8.2% | 0.028% | |
2/8/2023 | Retirement Income Solutions Inc | 14,573 | $346K | 0.1% | +4.6% | 0.038% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 102,846 | $2.45M | 0.0% | -3.0% | 0.269% | |
2/7/2023 | Cable Hill Partners LLC | 49,422 | $1.18M | 0.2% | +8.6% | 0.129% | |
2/6/2023 | Legacy Financial Advisors Inc. | 16,605 | $395K | 0.1% | -5.1% | 0.043% | |
2/6/2023 | Parallel Advisors LLC | 7,702 | $183K | 0.0% | -50.9% | 0.020% | |
2/3/2023 | Wells Financial Advisors INC | 9,020 | $214K | 0.2% | +51.3% | 0.024% | |
2/3/2023 | Tradition Wealth Management LLC | 16,912 | $402K | 0.1% | +13.1% | 0.044% | |
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2/3/2023 | CX Institutional | 33,208 | $789K | 0.0% | +59.2% | 0.087% | |
2/3/2023 | Fisher Asset Management LLC | 109,538 | $2.60M | 0.0% | +8.6% | 0.286% | |
2/2/2023 | Arrow Financial Corp | 19,180 | $456K | 0.1% | +23.6% | 0.050% | |
2/2/2023 | Private Ocean LLC | 1,165,432 | $27.70M | 3.4% | 0.0% | 3.043% | |
1/31/2023 | Affinia Financial Group LLC | 45,850 | $1.10M | 0.9% | N/A | 0.119% | |
1/31/2023 | WFA of San Diego LLC | 4,440 | $106K | 0.1% | N/A | 0.011% | |
1/25/2023 | Whittier Trust Co. | 25,318 | $602K | 0.0% | -60.2% | 0.066% | |
1/24/2023 | Mascoma Wealth Management LLC | 131,466 | $3.13M | 1.0% | +10.8% | 0.340% | |
1/20/2023 | Miracle Mile Advisors LLC | 32,619 | $775K | 0.0% | -7.4% | 0.084% | |
1/19/2023 | Buffington Mohr McNeal | 53,318 | $1.27M | 0.3% | -2.4% | 0.138% | |