5/9/2024 | Ledyard National Bank | 12,039 | $509K | 0.0% | -8.3% | 0.271% | |
5/9/2024 | SageView Advisory Group LLC | 34,177 | $1.32M | 0.1% | N/A | 0.768% | |
5/1/2024 | Mission Wealth Management LP | 28,847 | $1.22M | 0.0% | -5.6% | 0.641% | |
4/30/2024 | Perigon Wealth Management LLC | 16,752 | $708K | 0.0% | -2.9% | 0.372% | |
4/30/2024 | Commonwealth Equity Services LLC | 21,091 | $891K | 0.0% | -24.1% | 0.469% | |
4/22/2024 | PFG Investments LLC | 9,111 | $385K | 0.0% | +7.8% | 0.202% | |
|
4/22/2024 | Altfest L J & Co. Inc. | 24,190 | $1.02M | 0.1% | +9.9% | 0.538% | |
2/9/2024 | Commerce Bank | 8,115 | $383K | 0.0% | -8.8% | 0.145% | |
2/9/2024 | UBS Group AG | 134,197 | $6.34M | 0.0% | -1.3% | 2.396% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 1,917 | $91K | 0.0% | -16.7% | 0.034% | |
2/6/2024 | National Bank of Canada FI | 2,667 | $123K | 0.0% | -12.4% | 0.048% | |
2/6/2024 | Avalon Trust Co | 923 | $44K | 0.0% | N/A | 0.016% | |
2/6/2024 | Concord Wealth Partners | 591 | $28K | 0.0% | -67.7% | 0.011% | |
2/5/2024 | Mission Wealth Management LP | 30,546 | $1.44M | 0.0% | -4.4% | 0.545% | |
1/31/2024 | Migdal Insurance & Financial Holdings Ltd. | 19,239 | $909K | 0.0% | -10.3% | 0.344% | |
1/30/2024 | Capital Analysts LLC | 2,798 | $132K | 0.0% | +167.0% | 0.050% | |
1/29/2024 | Perigon Wealth Management LLC | 17,259 | $815K | 0.0% | -2.4% | 0.308% | |
1/29/2024 | Money Design Co. Ltd. | 103,755 | $4.90M | 0.3% | +4.9% | 1.853% | |
1/26/2024 | Cerity Partners LLC | 11,604 | $548K | 0.0% | N/A | 0.207% | |
1/18/2024 | Altfest L J & Co. Inc. | 22,011 | $1.04M | 0.2% | +2.9% | 0.393% | |
1/17/2024 | PFG Investments LLC | 8,455 | $399K | 0.1% | -4.7% | 0.151% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 8,597 | $406K | 0.0% | -17.1% | 0.154% | |
1/16/2024 | Raymond James & Associates | 8,164 | $386K | 0.0% | -30.1% | 0.146% | |
1/16/2024 | Cooper Financial Group | 4,291 | $203K | 0.0% | -19.5% | 0.077% | |
1/12/2024 | Monterey Private Wealth Inc. | 5,073 | $240K | 0.1% | -16.0% | 0.091% | |
11/13/2023 | Stifel Financial Corp | 47,097 | $2.09M | 0.0% | -1.0% | 0.841% | |
11/13/2023 | LPL Financial LLC | 114,955 | $5.09M | 0.0% | -21.3% | 2.053% | |
11/13/2023 | Retirement Capital Strategies | 16,041 | $710K | 0.3% | +195.2% | 0.286% | |
11/13/2023 | Kestra Advisory Services LLC | 7,388 | $327K | 0.0% | -4.2% | 0.132% | |
11/13/2023 | Bank Julius Baer & Co. Ltd Zurich | 15,387 | $681K | 0.0% | +3.1% | 0.275% | |
11/9/2023 | UBS Group AG | 135,984 | $6.02M | 0.0% | +1.5% | 2.428% | |
11/8/2023 | KCM Investment Advisors LLC | 7,539 | $334K | 0.0% | +14.2% | 0.135% | |
11/8/2023 | Spire Wealth Management | 2,778 | $123K | 0.0% | N/A | 0.050% | |
10/30/2023 | Perigon Wealth Management LLC | 17,675 | $783K | 0.0% | -3.0% | 0.316% | |
10/30/2023 | Money Design Co. Ltd. | 98,929 | $4.38M | 0.3% | -30.8% | 1.767% | |
10/26/2023 | Altfest L J & Co. Inc. | 21,386 | $947K | 0.1% | +9.3% | 0.382% | |
10/26/2023 | Interactive Financial Advisors Inc. | 8,933 | $396K | 0.3% | +4.0% | 0.160% | |
10/25/2023 | Concord Wealth Partners | 1,830 | $81K | 0.0% | -22.3% | 0.033% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 10,375 | $459K | 0.0% | +7.8% | 0.185% | |
10/24/2023 | Raymond James & Associates | 11,686 | $517K | 0.0% | -21.1% | 0.209% | |
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10/16/2023 | LexAurum Advisors LLC | 6,918 | $306K | 0.1% | +21.0% | 0.124% | |
10/10/2023 | Monterey Private Wealth Inc. | 6,036 | $267K | 0.1% | -5.7% | 0.108% | |
10/10/2023 | Indiana Trust & Investment Management CO | 870 | $39K | 0.0% | N/A | 0.016% | |
8/15/2023 | BlueCrest Capital Management Ltd | 7,148 | $350K | 0.0% | N/A | 0.128% | |
8/10/2023 | Ledyard National Bank | 13,260 | $650K | 0.1% | +5.5% | 0.237% | |
8/10/2023 | Cetera Advisor Networks LLC | 20,610 | $1.01M | 0.0% | -8.0% | 0.368% | |
8/9/2023 | Altfest L J & Co. Inc. | 19,564 | $959K | 0.1% | -5.3% | 0.349% | |
8/8/2023 | 3D L Capital Management LLC | 5,327 | $261K | 0.1% | +4.1% | 0.095% | |
8/8/2023 | Commerce Bank | 9,465 | $464K | 0.0% | -6.6% | 0.158% | |
8/8/2023 | Concord Wealth Partners | 2,354 | $115K | 0.0% | +32.6% | 0.039% | |
8/4/2023 | Mission Wealth Management LP | 31,899 | $1.56M | 0.1% | +10.0% | 0.532% | |
8/3/2023 | WealthSpring Partners LLC | 5,056 | $248K | 0.2% | -7.2% | 0.084% | |
8/3/2023 | CWM LLC | 514 | $25K | 0.0% | -45.4% | 0.009% | |
8/2/2023 | Bank of Montreal Can | 7,014 | $349K | 0.0% | N/A | 0.117% | |
8/2/2023 | Perigon Wealth Management LLC | 18,215 | $893K | 0.0% | N/A | 0.304% | |
8/1/2023 | Interactive Financial Advisors Inc. | 8,593 | $421K | 0.3% | -5.8% | 0.143% | |
7/31/2023 | LPL Financial LLC | 146,095 | $7.16M | 0.0% | +4.4% | 2.435% | |
7/31/2023 | Valley National Advisers Inc. | 10,447 | $513K | 0.1% | -4.6% | 0.174% | |
7/28/2023 | Money Design Co. Ltd. | 143,058 | $7.01M | 0.4% | -22.9% | 2.384% | |
7/26/2023 | National Bank of Canada FI | 3,185 | $156K | 0.0% | -35.5% | 0.053% | |
7/25/2023 | Raymond James & Associates | 14,808 | $726K | 0.0% | -4.2% | 0.247% | |
7/24/2023 | Bank Julius Baer & Co. Ltd Zurich | 14,920 | $731K | 0.0% | +33.2% | 0.249% | |
7/24/2023 | Migdal Insurance & Financial Holdings Ltd. | 33,440 | $1.64M | 0.0% | N/A | 0.557% | |
7/20/2023 | Bank Julius Baer & Co. Ltd Zurich | 14,920,419 | $731.32M | 0.0% | +133,118.0% | 248.674% | |
7/19/2023 | Laurel Wealth Planning LLC | 8,158 | $400K | 0.3% | -30.9% | 0.136% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 15,832 | $776K | 0.0% | -9.9% | 0.264% | |
5/11/2023 | PFG Investments LLC | 8,916 | $438K | 0.1% | N/A | 0.143% | |
5/11/2023 | Envestnet Asset Management Inc. | 11,371 | $558K | 0.0% | -8.9% | 0.182% | |
5/10/2023 | LPL Financial LLC | 139,882 | $6.87M | 0.0% | +1.8% | 2.238% | |
5/9/2023 | US Bancorp DE | 16,950 | $832K | 0.0% | +20.6% | 0.271% | |
5/9/2023 | Retirement Capital Strategies | 5,136 | $252K | 0.1% | N/A | 0.082% | |
5/8/2023 | WealthShield Partners LLC | 718 | $35K | 0.0% | N/A | 0.011% | |
5/4/2023 | Commerce Bank | 10,130 | $497K | 0.0% | -10.9% | 0.162% | |
5/4/2023 | WealthSpring Partners LLC | 5,446 | $267K | 0.2% | -4.2% | 0.087% | |
5/3/2023 | Insight Advisors LLC PA | 5,586 | $274K | 0.1% | -27.0% | 0.089% | |
5/1/2023 | Money Concepts Capital Corp | 12,607 | $439K | 0.0% | +488.8% | 0.202% | |
5/1/2023 | CWM LLC | 941 | $46K | 0.0% | -20.1% | 0.015% | |
4/28/2023 | Ameritas Advisory Services LLC | 1,253 | $61K | 0.0% | N/A | 0.020% | |
4/28/2023 | SG Americas Securities LLC | 3,713 | $182K | 0.0% | -55.3% | 0.059% | |
4/27/2023 | Interactive Financial Advisors Inc. | 9,119 | $448K | 0.3% | +6.1% | 0.146% | |
4/27/2023 | Money Design Co. Ltd. | 185,479 | $9.11M | 0.5% | N/A | 2.968% | |
4/26/2023 | Concord Wealth Partners | 1,775 | $87K | 0.0% | -24.6% | 0.028% | |
4/26/2023 | Valley National Advisers Inc. | 10,952 | $522K | 0.1% | +3.6% | 0.175% | |
4/25/2023 | Ledyard National Bank | 12,565 | $617K | 0.1% | -18.4% | 0.201% | |
4/20/2023 | Altfest L J & Co. Inc. | 20,653 | $1.01M | 0.2% | +1.2% | 0.330% | |
4/17/2023 | GPS Wealth Strategies Group LLC | 930 | $46K | 0.0% | N/A | 0.015% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 9,790 | $481K | 0.0% | -7.1% | 0.157% | |
4/14/2023 | Raymond James & Associates | 15,459 | $759K | 0.0% | -14.5% | 0.247% | |
4/12/2023 | National Bank of Canada FI | 4,936 | $242K | 0.0% | -6.0% | 0.079% | |
4/7/2023 | Mission Wealth Management LP | 28,995 | $1.42M | 0.1% | +12.9% | 0.464% | |
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3/6/2023 | OLD Mission Capital LLC | 521 | $25K | 0.0% | -91.5% | 0.008% | |
2/21/2023 | Insight Advisors LLC PA | 7,653 | $363K | 0.1% | -36.8% | 0.122% | |
2/10/2023 | WealthSpring Partners LLC | 5,686 | $272K | 0.2% | -6.1% | 0.091% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 10,538 | $504K | 0.0% | -3.6% | 0.169% | |
2/8/2023 | Raymond James & Associates | 18,091 | $864K | 0.0% | -6.1% | 0.289% | |
2/8/2023 | Interactive Financial Advisors | 8,592 | $411K | 0.2% | +24.4% | 0.137% | |
2/8/2023 | UBS Group AG | 159,752 | $7.63M | 0.0% | -1.5% | 2.556% | |
2/8/2023 | LFA Lugano Financial Advisors SA | 1,040 | $50K | 0.0% | +32.5% | 0.017% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 16,758 | $801K | 0.0% | -9.8% | 0.268% | |
2/7/2023 | Commonwealth Equity Services LLC | 29,854 | $1.43M | 0.0% | -2.7% | 0.478% | |