8/1/2025 | Integral Investment Advisors Inc. | 7,361 | $355K | 0.1% | N/A | 0.026% | |
8/1/2025 | Envestnet Asset Management Inc. | 196,732 | $9.48M | 0.0% | -57.8% | 0.701% | |
7/31/2025 | Pullen Investment Management LLC | 8,215 | $396K | 0.2% | -3.2% | 0.029% | |
7/31/2025 | State of New Jersey Common Pension Fund D | 456,867 | $22.03M | 0.1% | -39.6% | 1.629% | |
7/31/2025 | Keeler Thomas Management LLC | 113,886 | $5.49M | 2.4% | N/A | 0.406% | |
7/31/2025 | Carrera Capital Advisors | 5,379 | $259K | 0.1% | N/A | 0.019% | |
7/31/2025 | Sage Mountain Advisors LLC | 19,378 | $934K | 0.1% | -60.5% | 0.069% | |
7/31/2025 | 3EDGE Asset Management LP | 23,956 | $1.16M | 0.1% | -68.9% | 0.085% | |
7/30/2025 | Paragon Advisors LLC | 94,969 | $4.58M | 1.2% | -33.0% | 0.339% | |
7/30/2025 | Brookstone Capital Management | 167,050 | $8.05M | 0.1% | -13.7% | 0.596% | |
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7/30/2025 | BTS Asset Management Inc. | 6,238 | $301K | 0.4% | N/A | 0.022% | |
7/30/2025 | WESPAC Advisors SoCal LLC | 61,669 | $2.97M | 0.7% | -51.4% | 0.220% | |
7/29/2025 | Stratos Wealth Partners LTD. | 50,306 | $2.43M | 0.0% | -9.2% | 0.179% | |
7/29/2025 | Activest Wealth Management | 2,400 | $116K | 0.0% | +686.9% | 0.009% | |
7/28/2025 | Harbour Investments Inc. | 1,090 | $53K | 0.0% | +43.0% | 0.004% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 48,519 | $2.34M | 0.0% | +134.8% | 0.173% | |
7/25/2025 | Total Clarity Wealth Management Inc. | 31,182 | $1.50M | 0.4% | N/A | 0.111% | |
7/25/2025 | MGO One Seven LLC | 59,402 | $2.86M | 0.1% | +4.9% | 0.212% | |
7/25/2025 | Almanack Investment Partners LLC. | 34,412 | $1.66M | 0.3% | -36.2% | 0.123% | |
7/25/2025 | CWM LLC | 3,660 | $176K | 0.0% | -45.9% | 0.013% | |
7/25/2025 | waypoint wealth counsel | 31,690 | $1.53M | 0.8% | -52.3% | 0.113% | |
7/25/2025 | Apollon Wealth Management LLC | 13,803 | $665K | 0.0% | -51.6% | 0.049% | |
7/24/2025 | Strong Tower Advisory Services | 13,482 | $650K | 0.1% | N/A | 0.048% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 14,125 | $681K | 0.0% | -2.1% | 0.050% | |
7/24/2025 | IFP Advisors Inc | 18,772 | $905K | 0.0% | +1,777.2% | 0.067% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 15,037 | $725K | 0.1% | +43.4% | 0.054% | |
7/22/2025 | MBL Wealth LLC | 53,880 | $2.60M | 0.2% | -24.9% | 0.192% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 16,320 | $787K | 0.0% | +13.4% | 0.058% | |
7/22/2025 | Firethorn Wealth Partners LLC | 20,101 | $969K | 0.4% | +88.1% | 0.072% | |
7/21/2025 | Ameritas Advisory Services LLC | 6,300 | $304K | 0.0% | -65.3% | 0.022% | |
7/18/2025 | QTR Family Wealth LLC | 52,384 | $2.53M | 1.6% | +9.4% | 0.187% | |
7/18/2025 | Magnolia Private Wealth LLC | 9,610 | $463K | 0.4% | +19.1% | 0.034% | |
7/18/2025 | Cooper Financial Group | 49,752 | $2.40M | 0.3% | +8.5% | 0.177% | |
7/18/2025 | Truist Financial Corp | 32,904 | $1.59M | 0.0% | -34.4% | 0.117% | |
7/17/2025 | LifeGoal Wealth Advisors | 16,178 | $780K | 0.7% | -72.6% | 0.058% | |
7/17/2025 | Summit Financial Strategies Inc. | 11,844 | $571K | 0.1% | -3.8% | 0.042% | |
7/17/2025 | Janney Montgomery Scott LLC | 86,381 | $4.16M | 0.0% | -34.1% | 0.308% | |
7/17/2025 | Camelot Portfolios LLC | 13,437 | $648K | 0.4% | -45.2% | 0.048% | |
7/17/2025 | Beacon Capital Management LLC | 926 | $45K | 0.0% | +13,128.6% | 0.003% | |
7/17/2025 | KG&L Capital Management LLC | 8,737 | $421K | 0.1% | +86.7% | 0.031% | |
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7/16/2025 | Kathmere Capital Management LLC | 31,657 | $1.53M | 0.1% | +5.6% | 0.113% | |
7/16/2025 | Destiny Wealth Partners LLC | 256,094 | $12.35M | 1.7% | +5.2% | 0.913% | |
7/16/2025 | Freestate Advisors LLC | 6,117 | $295K | 0.3% | -6.4% | 0.022% | |
7/16/2025 | Magnus Financial Group LLC | 22,163 | $1.07M | 0.1% | -21.3% | 0.079% | |
7/15/2025 | Hidden Cove Wealth Management LLC | 70,457 | $3.40M | 2.5% | +477.5% | 0.251% | |
7/15/2025 | Pictet North America Advisors SA | 12,278 | $592K | 0.1% | -95.4% | 0.044% | |
7/15/2025 | CGN Advisors LLC | 12,411 | $598K | 0.1% | +7.7% | 0.044% | |
7/14/2025 | AdvisorNet Financial Inc | 67,999 | $3.28M | 0.2% | +38.5% | 0.242% | |
7/14/2025 | Border to Coast Pensions Partnership Ltd | 200,000 | $9.64M | 0.2% | +14.3% | 0.713% | |
7/14/2025 | Sowell Financial Services LLC | 84,000 | $4.05M | 0.2% | -48.9% | 0.299% | |
7/10/2025 | Marshall Financial Group LLC | 421,268 | $20.34M | 4.0% | +3.7% | 1.502% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 224,840 | $10.83M | 0.0% | +14.8% | 0.802% | |
7/9/2025 | Pallas Capital Advisors LLC | 413,939 | $19.96M | 0.8% | +22.2% | 1.476% | |
7/9/2025 | Tounjian Advisory Partners LLC | 10,930 | $532K | 0.1% | -2.9% | 0.039% | |
7/9/2025 | Inspirion Wealth Advisors LLC | 14,164 | $683K | 0.1% | +177.2% | 0.050% | |
7/9/2025 | Epiq Partners LLC | 206,660 | $9.96M | 5.1% | +6.6% | 0.737% | |
7/8/2025 | Atwood & Palmer Inc. | 24,360 | $1.17M | 0.1% | -91.7% | 0.087% | |
7/7/2025 | Wesbanco Bank Inc. | 5,000 | $241K | 0.0% | N/A | 0.018% | |
7/2/2025 | Central Pacific Bank Trust Division | 72,775 | $3.51M | 0.4% | N/A | 0.263% | |
5/21/2025 | MBL Wealth LLC | 71,740 | $3.49M | 0.4% | +3.3% | 0.269% | |
5/21/2025 | Geneos Wealth Management Inc. | 48,151 | $2.34M | 0.1% | +118.5% | 0.181% | |
5/20/2025 | Focus Partners Wealth | 15,795 | $769K | 0.0% | N/A | 0.059% | |
5/19/2025 | Jane Street Group LLC | 91,009 | $4.43M | 0.0% | N/A | 0.341% | |
5/16/2025 | Talon Private Wealth LLC | 203,294 | $9.90M | 1.3% | +16.5% | 0.763% | |
5/16/2025 | NewEdge Advisors LLC | 62,363 | $3.04M | 0.0% | +75.5% | 0.234% | |
5/16/2025 | Banque Transatlantique SA | 3,871 | $174K | 0.0% | N/A | 0.015% | |
5/16/2025 | AlphaQ Advisors LLC | 30,108 | $1.47M | 3.5% | N/A | 0.113% | |
5/16/2025 | Ancora Advisors LLC | 29,133 | $1.42M | 0.0% | +151.5% | 0.109% | |
5/15/2025 | Royal Bank of Canada | 64,300 | $3.13M | 0.0% | -16.5% | 0.241% | |
5/15/2025 | Evergreen Capital Management LLC | 348,530 | $16.96M | 0.6% | -9.5% | 1.308% | |
5/14/2025 | CreativeOne Wealth LLC | 6,378 | $310K | 0.0% | +13.6% | 0.024% | |
5/14/2025 | Comerica Bank | 2,453 | $119K | 0.0% | -7.8% | 0.009% | |
5/14/2025 | SVB Wealth LLC | 542 | $26K | 0.0% | N/A | 0.002% | |
5/14/2025 | Kestra Advisory Services LLC | 147,803 | $7.19M | 0.0% | -2.2% | 0.555% | |
5/14/2025 | Flow Traders U.S. LLC | 8,056 | $392K | 0.0% | N/A | 0.030% | |
5/14/2025 | Andina Capital Management LLC | 10,273 | $500K | 0.4% | N/A | 0.039% | |
5/13/2025 | Aptus Capital Advisors LLC | 17,158 | $835K | 0.0% | -17.8% | 0.064% | |
5/13/2025 | CacheTech Inc. | 1,129,631 | $54.68M | 10.6% | +267.8% | 4.239% | |
5/13/2025 | Adams Wealth Management | 1,123,479 | $54.68M | 10.7% | +265.8% | 4.216% | |
5/13/2025 | State of New Jersey Common Pension Fund D | 756,867 | $36.84M | 0.2% | -20.9% | 2.840% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 8,727 | $425K | 0.0% | -13.1% | 0.033% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 1,568 | $76K | 0.1% | +349.3% | 0.006% | |
5/13/2025 | Anfield Capital Management LLC | 100,071 | $4.87M | 1.8% | +5,728.2% | 0.376% | |
5/13/2025 | HighTower Advisors LLC | 17,275 | $841K | 0.0% | +30.8% | 0.065% | |
5/12/2025 | Eagle Global Advisors LLC | 6,100 | $297K | 0.0% | N/A | 0.023% | |
5/12/2025 | Cooper Financial Group | 45,845 | $2.23M | 0.3% | +8.7% | 0.172% | |
5/12/2025 | Benjamin Edwards Inc. | 30,918 | $1.51M | 0.0% | +3.4% | 0.116% | |
5/12/2025 | Townsquare Capital LLC | 135,548 | $6.60M | 0.1% | +6.6% | 0.509% | |
5/12/2025 | Summit Financial Strategies Inc. | 12,309 | $599K | 0.1% | N/A | 0.046% | |
5/12/2025 | National Bank of Canada FI | 12,906 | $628K | 0.0% | +112.8% | 0.048% | |
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5/9/2025 | Atria Wealth Solutions Inc. | 65,701 | $3.20M | 0.0% | +89.3% | 0.247% | |
5/9/2025 | Cary Street Partners Financial LLC | 6,149 | $299K | 0.0% | -78.8% | 0.023% | |
5/9/2025 | Advyzon Investment Management LLC | 4,190 | $204K | 0.1% | N/A | 0.016% | |
5/9/2025 | J. Safra Sarasin Holding AG | 35,000 | $1.70M | 0.0% | N/A | 0.131% | |
5/8/2025 | IFG Advisory LLC | 8,747 | $426K | 0.0% | +19.8% | 0.033% | |
5/8/2025 | US Bancorp DE | 1,599 | $78K | 0.0% | N/A | 0.006% | |
5/8/2025 | MGO One Seven LLC | 56,625 | $2.76M | 0.1% | +61.3% | 0.212% | |
5/8/2025 | Private Advisory Group LLC | 109,154 | $5.31M | 0.6% | N/A | 0.410% | |
5/8/2025 | Geneos Wealth Management Inc. | 62,880 | $3.06M | 0.1% | +185.4% | 0.236% | |
5/7/2025 | Nottingham Advisors Inc. | 119,720 | $5.83M | 0.9% | N/A | 0.449% | |