1/21/2025 | Cyndeo Wealth Partners LLC | 2,068 | $220K | 0.0% | -11.1% | 0.086% | |
1/13/2025 | JTC Employer Solutions Trustee Ltd | 1,018 | $108K | 0.0% | N/A | 0.042% | |
1/10/2025 | Marotta Asset Management | 80,855 | $8.68M | 1.8% | +5.1% | 3.369% | |
11/15/2024 | MML Investors Services LLC | 4,798 | $609K | 0.0% | +25.9% | 0.200% | |
11/15/2024 | Zacks Investment Management | 17,337 | $2.20M | 0.0% | -5.5% | 0.722% | |
11/15/2024 | EP Wealth Advisors LLC | 2,437 | $310K | 0.0% | N/A | 0.102% | |
11/15/2024 | Jane Street Group LLC | 17,536 | $2.23M | 0.0% | +14.6% | 0.731% | |
11/15/2024 | HighTower Advisors LLC | 22,498 | $2.87M | 0.0% | +1.4% | 0.937% | |
11/14/2024 | Flow Traders U.S. LLC | 7,563 | $961K | 0.0% | N/A | 0.315% | |
11/13/2024 | Dai ichi Life Holdings Inc. | 8,700 | $1.11M | 1.3% | +4.8% | 0.363% | |
|
10/29/2024 | Innealta Capital LLC | 20,071 | $2.55M | 1.0% | +4.6% | 0.836% | |
10/23/2024 | Legacy Capital Group California Inc. | 6,692 | $850K | 0.3% | +1.9% | 0.279% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 2,326 | $295K | 0.0% | -4.7% | 0.097% | |
10/11/2024 | CX Institutional | 115,142 | $14.63M | 0.6% | -3.4% | 4.798% | |
10/9/2024 | Contravisory Investment Management Inc. | 6,762 | $859K | 0.2% | +1.9% | 0.282% | |
10/3/2024 | Marotta Asset Management | 76,936 | $9.77M | 1.9% | +2.7% | 3.206% | |
8/8/2024 | Idaho Trust Bank | 8,913 | $1.12M | 0.6% | N/A | 0.371% | |
7/29/2024 | Innealta Capital LLC | 19,185 | $2.41M | 0.8% | +306.4% | 0.799% | |
7/24/2024 | &PARTNERS | 7,402 | $931K | 0.0% | N/A | 0.308% | |
7/22/2024 | Legacy Capital Group California Inc. | 6,565 | $826K | 0.3% | +4.5% | 0.274% | |
7/12/2024 | Hexagon Capital Partners LLC | 201 | $25K | 0.0% | +84.4% | 0.008% | |
7/11/2024 | CX Institutional | 119,173 | $14.99M | 0.7% | +41,862.3% | 4.966% | |
7/10/2024 | Contravisory Investment Management Inc. | 6,635 | $834K | 0.2% | +4.5% | 0.276% | |
5/8/2024 | Legacy Capital Group California Inc. | 6,282 | $767K | 0.3% | -2.9% | 0.262% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 15,000 | $1.83M | 0.0% | -38.5% | 0.625% | |
4/23/2024 | Lunt Capital Management Inc. | 1,656 | $202K | 0.1% | N/A | 0.069% | |
4/15/2024 | Sunbelt Securities Inc. | 2,152 | $263K | 0.0% | N/A | 0.092% | |
4/11/2024 | Contravisory Investment Management Inc. | 6,352 | $776K | 0.2% | -2.8% | 0.270% | |
4/2/2024 | Marotta Asset Management | 68,870 | $8.41M | 1.7% | -1.5% | 2.931% | |
2/14/2024 | Connectus Wealth LLC | 2,242 | $253K | 0.0% | +7.8% | 0.095% | |
2/12/2024 | Innealta Capital LLC | 4,711 | $528K | 0.2% | N/A | 0.200% | |
2/8/2024 | Legacy Capital Group California Inc. | 6,468 | $725K | 0.3% | +6.8% | 0.275% | |
2/7/2024 | Kovitz Investment Group Partners LLC | 9,889 | $1.11M | 0.0% | -1.2% | 0.421% | |
2/6/2024 | Idaho Trust Bank | 6,848 | $768K | 0.4% | +4.0% | 0.291% | |
1/30/2024 | Vontobel Holding Ltd. | 3,964 | $445K | 0.0% | -24.9% | 0.169% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 24,400 | $2.74M | 0.0% | N/A | 1.038% | |
1/12/2024 | CX Institutional | 126,675 | $14.21M | 0.8% | N/A | 5.390% | |
1/11/2024 | Contravisory Investment Management Inc. | 6,538 | $733K | 0.2% | +6.8% | 0.278% | |
11/8/2023 | HighTower Advisors LLC | 17,715 | $1.82M | 0.0% | +1.2% | 0.754% | |
11/8/2023 | Idaho Trust Bank | 6,584 | $662K | 0.4% | +22.2% | 0.280% | |
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11/8/2023 | Sepio Capital LP | 11,431 | $1.15M | 0.1% | -67.3% | 0.486% | |
10/13/2023 | Global Retirement Partners LLC | 471 | $46K | 0.0% | +100.4% | 0.020% | |
10/11/2023 | Marotta Asset Management | 70,710 | $7.11M | 1.6% | +5.2% | 3.009% | |
10/10/2023 | Contravisory Investment Management Inc. | 6,124 | $616K | 0.2% | +7.1% | 0.261% | |
8/22/2023 | Idaho Trust Bank | 5,387 | $575K | 0.4% | N/A | 0.229% | |
8/11/2023 | Cibc World Market Inc. | 157,017 | $16.77M | 0.1% | -3.1% | 6.682% | |
8/10/2023 | Legacy Capital Group California Inc. | 6,427 | $687K | 0.3% | N/A | 0.273% | |
8/8/2023 | Kovitz Investment Group Partners LLC | 9,913 | $1.06M | 0.0% | N/A | 0.422% | |
8/8/2023 | Sepio Capital LP | 34,945 | $3.73M | 0.3% | +192.5% | 1.487% | |
7/20/2023 | Global Retirement Partners LLC | 235 | $25K | 0.0% | -33.6% | 0.010% | |
7/18/2023 | Fiduciary Alliance LLC | 263 | $28K | 0.0% | N/A | 0.011% | |
7/12/2023 | Contravisory Investment Management Inc. | 5,719 | $611K | 0.2% | N/A | 0.249% | |
7/5/2023 | Marotta Asset Management | 67,241 | $7.18M | 1.6% | N/A | 2.924% | |
5/11/2023 | Connectus Wealth LLC | 1,972 | $209K | 0.0% | -11.3% | 0.096% | |
5/10/2023 | Sepio Capital LP | 11,945 | $1.27M | 0.1% | N/A | 0.583% | |
5/8/2023 | Global Retirement Partners LLC | 354 | $39K | 0.0% | N/A | 0.017% | |
5/4/2023 | CX Institutional | 34,941 | $3.70M | 0.2% | N/A | 1.704% | |
3/6/2023 | OLD Mission Capital LLC | 50,540 | $4.90M | 0.1% | +114.8% | 2.465% | |
2/9/2023 | Mirae Asset Global Investments Co. Ltd. | 14,800 | $1.44M | 0.0% | -47.0% | 0.000% | |
2/9/2023 | HighTower Advisors LLC | 17,767 | $1.72M | 0.0% | N/A | 0.000% | |
2/7/2023 | Connectus Wealth LLC | 2,224 | $216K | 0.0% | N/A | 0.000% | |
1/23/2023 | Jmac Enterprises LLC | 5,171 | $501K | 0.1% | -60.5% | 0.000% | |
1/12/2023 | Accuvest Global Advisors | 7,370 | $715K | 0.2% | N/A | 0.000% | |
1/3/2023 | Marotta Asset Management | 74,379 | $7.21M | 1.7% | -2.0% | 0.000% | |
11/14/2022 | Zacks Investment Management | 2,847 | $212K | 0.0% | -84.5% | 0.000% | |
11/14/2022 | OLD Mission Capital LLC | 23,533 | $1.75M | 0.1% | +565.7% | 0.000% | |
11/14/2022 | Hsbc Holdings PLC | 5,574 | $414K | 0.0% | -60.3% | 0.000% | |
11/4/2022 | Vontobel Holding Ltd. | 5,275 | $392K | 0.0% | N/A | 0.000% | |
10/25/2022 | Hightower 6M Holding LLC | 17,800 | $1.32M | 0.1% | +3.2% | 0.000% | |
10/11/2022 | Marotta Asset Management | 75,916 | $5.64M | 1.5% | +3.6% | 0.000% | |
8/10/2022 | Cibc World Market Inc. | 144,033 | $12.44M | 0.0% | -3.1% | 0.000% | |
8/5/2022 | OLD Mission Capital LLC | 3,535 | $305K | 0.0% | -89.8% | 0.000% | |
7/27/2022 | Hightower 6M Holding LLC | 17,241 | $1.49M | 0.1% | +3.4% | 0.000% | |
7/26/2022 | Mirae Asset Global Investments Co. Ltd. | 93,300 | $4.61M | 0.0% | +401.6% | 0.000% | |
7/25/2022 | Jmac Enterprises LLC | 13,029 | $1.13M | 0.3% | +3.5% | 0.000% | |
7/21/2022 | Marotta Asset Management | 73,301 | $6.39M | 1.6% | +9.8% | 0.000% | |
5/12/2022 | Cibc World Market Inc. | 148,623 | $14.99M | 0.0% | +1.4% | 0.000% | |
5/10/2022 | Hightower 6M Holding LLC | 16,667 | $1.68M | 0.1% | N/A | 0.000% | |
4/13/2022 | Hexagon Capital Partners LLC | 285 | $29K | 0.0% | +78.1% | 0.000% | |
4/8/2022 | Marotta Asset Management | 66,743 | $6.73M | 1.6% | +14.0% | 0.000% | |
2/15/2022 | Zacks Investment Management | 7,331 | $815K | 0.0% | -6.0% | 0.000% | |
2/15/2022 | CIBC World Markets Inc. | 146,548 | $16.30M | 0.0% | +12.7% | 0.000% | |
2/10/2022 | OLD Mission Capital LLC | 21,631 | $2.41M | 0.1% | N/A | 0.000% | |
2/7/2022 | Bridgewater Advisors Inc. | 14,575 | $1.62M | 0.4% | +17.5% | 0.000% | |
2/3/2022 | Advisor Group Holdings Inc. | 2,419 | $269K | 0.0% | +13.7% | 0.000% | |
2/3/2022 | Kalos Management Inc. | 1,892 | $217K | 0.1% | +6.0% | 0.000% | |
2/1/2022 | 6 Meridian | 14,756 | $1.64M | 0.1% | +2.6% | 0.000% | |
1/31/2022 | Teamwork Financial Advisors LLC | 5,103 | $568K | 0.1% | +3.6% | 0.000% | |
1/24/2022 | National Bank of Canada FI | 1,259 | $139K | 0.0% | N/A | 0.000% | |
1/20/2022 | AE Wealth Management LLC | 5,153 | $573K | 0.0% | +3.6% | 0.000% | |
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1/13/2022 | Marotta Asset Management | 58,531 | $6.51M | 1.5% | +7.9% | 0.000% | |
1/12/2022 | Contravisory Investment Management Inc. | 3,450 | $384K | 0.1% | +9.6% | 0.000% | |
11/16/2021 | Jane Street Group LLC | 35,908 | $3.85M | 0.0% | N/A | 0.000% | |
11/15/2021 | Flow Traders U.S. LLC | 25,410 | $2.73M | 0.1% | -8.1% | 0.000% | |
11/15/2021 | Zacks Investment Management | 7,795 | $837K | 0.0% | -49.5% | 0.000% | |
11/12/2021 | Hsbc Holdings PLC | 21,455 | $2.30M | 0.0% | N/A | 0.000% | |
11/3/2021 | Accuvest Global Advisors | 4,901 | $530K | 0.3% | N/A | 0.000% | |
11/3/2021 | 6 Meridian | 14,386 | $1.54M | 0.1% | +3.5% | 0.000% | |
11/1/2021 | AE Wealth Management LLC | 4,974 | $534K | 0.0% | N/A | 0.000% | |
10/21/2021 | Marotta Asset Management | 54,242 | $5.82M | 1.4% | -6.1% | 0.000% | |