10/21/2024 | Ledyard National Bank | 28,372 | $955K | 0.1% | +35.0% | 0.207% | |
10/21/2024 | Whittier Trust Co. of Nevada Inc. | 27,963 | $941K | 0.0% | -6.9% | 0.204% | |
10/16/2024 | Prism Advisors Inc. | 28,078 | $945K | 0.3% | +7.9% | 0.205% | |
10/9/2024 | Money Design Co. Ltd. | 66,753 | $2.25M | 0.1% | -13.6% | 0.487% | |
9/20/2024 | Anchor Investment Management LLC | 1,562 | $49K | 0.0% | N/A | 0.011% | |
8/2/2024 | Mascoma Wealth Management LLC | 3,600 | $112K | 0.0% | N/A | 0.026% | |
|
8/1/2024 | TIAA Trust National Association | 1,974,928 | $61.48M | 0.2% | +3.0% | 14.416% | |
7/29/2024 | UMB Bank n.a. | 131,899 | $4.11M | 0.1% | +11.4% | 0.963% | |
7/29/2024 | Whittier Trust Co. of Nevada Inc. | 30,044 | $935K | 0.0% | -4.0% | 0.219% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 562,687 | $17.52M | 0.1% | -3.6% | 4.107% | |
7/10/2024 | Prism Advisors Inc. | 26,025 | $810K | 0.2% | +5.5% | 0.190% | |
5/10/2024 | TIAA Trust National Association | 1,916,737 | $59.55M | 0.2% | -0.4% | 13.991% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 31,304 | $972K | 0.0% | +41.8% | 0.228% | |
5/3/2024 | Whittier Trust Co. | 31,076 | $965K | 0.0% | +56.4% | 0.227% | |
4/26/2024 | UMB Bank n.a. | 118,357 | $3.68M | 0.1% | +0.4% | 0.864% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 583,929 | $18.14M | 0.1% | -4.5% | 4.325% | |
4/15/2024 | Corundum Group Inc. | 7,734 | $240K | 0.1% | N/A | 0.057% | |
4/5/2024 | Prism Advisors Inc. | 24,665 | $766K | 0.2% | +8.1% | 0.197% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 611,452 | $17.99M | 0.1% | -4.6% | 4.892% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 54,885 | $1.62M | 0.1% | +6.6% | 0.439% | |
2/1/2024 | Prism Advisors Inc. | 22,827 | $672K | 0.2% | +32.5% | 0.183% | |
1/29/2024 | Money Design Co. Ltd. | 109,501 | $3.22M | 0.2% | -14.5% | 0.876% | |
1/24/2024 | Private Trust Co. NA | 895 | $26K | 0.0% | N/A | 0.007% | |
1/23/2024 | UMB Bank n.a. | 117,834 | $3.47M | 0.1% | -0.4% | 0.943% | |
1/23/2024 | TIAA Trust National Association | 1,923,764 | $56.60M | 0.2% | -12.5% | 15.390% | |
1/11/2024 | Whittier Trust Co. of Nevada Inc. | 22,080 | $649K | 0.0% | -6.2% | 0.177% | |
1/11/2024 | Whittier Trust Co. | 19,869 | $584K | 0.0% | -61.0% | 0.159% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 51,468 | $1.41M | 0.1% | +13.3% | 0.412% | |
10/30/2023 | Money Design Co. Ltd. | 128,136 | $3.50M | 0.2% | -32.5% | 1.025% | |
10/27/2023 | TIAA Trust National Association | 2,199,687 | $60.10M | 0.2% | N/A | 17.597% | |
10/25/2023 | Creative Capital Management Investments LLC | 1,798 | $49K | 0.0% | N/A | 0.014% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 640,870 | $17.51M | 0.1% | +2.1% | 5.127% | |
10/18/2023 | CX Institutional | 38,124 | $1.04M | 0.1% | -32.7% | 0.305% | |
8/14/2023 | Tolleson Wealth Management Inc. | 13,479 | $390K | 0.1% | -44.3% | 0.108% | |
7/31/2023 | TIAA FSB | 2,557,412 | $74.06M | 0.3% | -2.9% | 20.459% | |
7/28/2023 | Money Design Co. Ltd. | 189,713 | $5.49M | 0.3% | -26.1% | 1.555% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 627,807 | $18.18M | 0.1% | +10.2% | 5.146% | |
5/15/2023 | Flow Traders U.S. LLC | 96,313 | $2.71M | 0.1% | +271.1% | 0.789% | |
5/12/2023 | Stonebridge Capital Advisors LLC | 1,483 | $42K | 0.0% | N/A | 0.012% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 569,932 | $16.03M | 0.1% | -4.8% | 4.672% | |
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5/11/2023 | One Capital Management LLC | 9,438 | $265K | 0.0% | N/A | 0.077% | |
5/9/2023 | US Bancorp DE | 11,473 | $323K | 0.0% | -12.2% | 0.094% | |
5/5/2023 | Assetmark Inc. | 39,873 | $1.12M | 0.0% | +13.3% | 0.327% | |
4/28/2023 | AdvisorNet Financial Inc | 21,430 | $603K | 0.1% | -5.7% | 0.176% | |
4/27/2023 | Money Design Co. Ltd. | 256,759 | $7.22M | 0.4% | N/A | 2.105% | |
4/25/2023 | Parallel Advisors LLC | 1,611 | $45K | 0.0% | N/A | 0.013% | |
4/25/2023 | Creative Financial Designs Inc. ADV | 2,380 | $67K | 0.0% | -40.8% | 0.020% | |
4/21/2023 | Whittier Trust Co. of Nevada Inc. | 21,563 | $606K | 0.0% | +19.4% | 0.177% | |
4/21/2023 | Whittier Trust Co. | 50,946 | $1.43M | 0.0% | +50.1% | 0.418% | |
4/19/2023 | TIAA FSB | 2,634,960 | $74.10M | 0.3% | -5.6% | 21.598% | |
4/12/2023 | Private Trust Co. NA | 2,288 | $64K | 0.0% | N/A | 0.019% | |
3/6/2023 | OLD Mission Capital LLC | 65,299 | $1.69M | 0.0% | -48.7% | 0.000% | |
2/10/2023 | CoreCap Advisors LLC | 2,741 | $71K | 0.0% | N/A | 0.000% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 598,369 | $15.44M | 0.1% | -2.5% | 0.000% | |
2/3/2023 | CX Institutional | 50,759 | $1.31M | 0.1% | +56.4% | 0.000% | |
1/25/2023 | Whittier Trust Co. of Nevada Inc. | 18,066 | $466K | 0.0% | +4.8% | 0.000% | |
1/13/2023 | AdvisorNet Financial Inc | 22,732 | $586K | 0.1% | -7.6% | 0.000% | |
1/4/2023 | Bartlett & Co. LLC | 3,735 | $96K | 0.0% | N/A | 0.000% | |
11/15/2022 | Cary Street Partners Investment Advisory LLC | 44,526 | $994K | 0.1% | N/A | 0.000% | |
11/14/2022 | OLD Mission Capital LLC | 127,302 | $2.84M | 0.1% | N/A | 0.000% | |
10/27/2022 | US Bancorp DE | 13,620 | $304K | 0.0% | +3.8% | 0.000% | |
10/21/2022 | Whittier Trust Co. of Nevada Inc. | 17,241 | $385K | 0.0% | +71.1% | 0.000% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 613,697 | $13.70M | 0.1% | -6.1% | 0.000% | |
10/11/2022 | TIAA FSB | 2,532,132 | $56.54M | 0.2% | +26.8% | 0.000% | |
10/4/2022 | AdvisorNet Financial Inc | 24,596 | $549K | 0.1% | +80.6% | 0.000% | |
8/11/2022 | CoreCap Advisors LLC | 2,741 | $69K | 0.0% | N/A | 0.000% | |
8/9/2022 | TIAA FSB | 1,997,496 | $50.38M | 0.2% | +124.1% | 0.000% | |
8/3/2022 | Assetmark Inc. | 9,088 | $229K | 0.0% | N/A | 0.000% | |
8/2/2022 | Baystate Wealth Management LLC | 5,081 | $128K | 0.0% | +124.9% | 0.000% | |
8/1/2022 | US Bancorp DE | 13,116 | $331K | 0.0% | -3.8% | 0.000% | |
8/1/2022 | Creative Financial Designs Inc. ADV | 3,805 | $96K | 0.0% | -15.6% | 0.000% | |
7/29/2022 | Patriot Financial Group Insurance Agency LLC | 1,768 | $45K | 0.0% | -26.1% | 0.000% | |
7/28/2022 | Whittier Trust Co. of Nevada Inc. | 10,076 | $254K | 0.0% | -18.7% | 0.000% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 653,572 | $16.48M | 0.1% | +5.5% | 0.000% | |
7/12/2022 | Money Design Co. Ltd. | 310,675 | $7.84M | 0.6% | +17.2% | 0.000% | |
7/7/2022 | AdvisorNet Financial Inc | 13,616 | $343K | 0.0% | +7.6% | 0.000% | |
5/25/2022 | EverSource Wealth Advisors LLC | 2,854 | $82K | 0.0% | +255.0% | 0.000% | |
5/12/2022 | Cambridge Investment Research Advisors Inc. | 619,412 | $17.83M | 0.1% | +6.8% | 0.000% | |
5/11/2022 | Patriot Financial Group Insurance Agency LLC | 2,392 | $69K | 0.0% | -17.5% | 0.000% | |
4/29/2022 | Whittier Trust Co. of Nevada Inc. | 12,401 | $357K | 0.0% | -8.2% | 0.000% | |
4/15/2022 | Creative Financial Designs Inc. ADV | 4,510 | $130K | 0.0% | +19.4% | 0.000% | |
4/13/2022 | TIAA FSB | 891,213 | $25.65M | 0.1% | N/A | 0.000% | |
4/13/2022 | Money Design Co. Ltd. | 265,075 | $7.63M | 0.5% | N/A | 0.000% | |
2/9/2022 | Evolution Advisers Inc. | 80,535 | $2.50M | 1.8% | N/A | 0.000% | |
2/7/2022 | EverSource Wealth Advisors LLC | 804 | $25K | 0.0% | N/A | 0.000% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 580,082 | $17.98M | 0.1% | +16.1% | 0.000% | |
1/19/2022 | AdvisorNet Financial Inc | 12,460 | $386K | 0.0% | +18.1% | 0.000% | |
1/19/2022 | Whittier Trust Co. | 33,945 | $1.05M | 0.0% | +9.2% | 0.000% | |
1/19/2022 | Whittier Trust Co. of Nevada Inc. | 13,504 | $418K | 0.0% | +9.7% | 0.000% | |
11/12/2021 | OLD Mission Capital LLC | 63,670 | $2.00M | 0.1% | -61.3% | 0.000% | |
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11/10/2021 | US Bancorp DE | 9,355 | $293K | 0.0% | +16.9% | 0.000% | |
11/2/2021 | Cambridge Investment Research Advisors Inc. | 499,814 | $15.67M | 0.1% | +10.5% | 0.000% | |
10/18/2021 | UMB Bank N A MO | 123,373 | $3.87M | 0.1% | +5.4% | 0.000% | |
10/15/2021 | AdvisorNet Financial Inc | 10,549 | $331K | 0.0% | +6.8% | 0.000% | |
8/13/2021 | Steward Partners Investment Advisory LLC | 1,860 | $59K | 0.0% | -34.6% | 0.000% | |
8/13/2021 | OLD Mission Capital LLC | 164,610 | $5.20M | 0.2% | -15.6% | 0.000% | |
8/10/2021 | Cambridge Investment Research Advisors Inc. | 452,349 | $14.28M | 0.1% | +25.6% | 0.000% | |
8/5/2021 | US Bancorp DE | 8,005 | $253K | 0.0% | +557.8% | 0.000% | |
8/1/2021 | Patriot Financial Group Insurance Agency LLC | 3,175 | $100K | 0.0% | +51.9% | 0.000% | |
7/31/2021 | Creative Financial Designs Inc. ADV | 3,485 | $110K | 0.0% | +22.7% | 0.000% | |