8/18/2025 | Geneos Wealth Management Inc. | 599 | $27K | 0.0% | -29.0% | 0.010% | |
8/15/2025 | Bank of America Corp DE | 474,291 | $21.19M | 0.0% | -1.7% | 7.712% | |
8/14/2025 | Raymond James Financial Inc. | 18,704 | $836K | 0.0% | -3.5% | 0.304% | |
8/13/2025 | 1832 Asset Management L.P. | 373,637 | $16.69M | 0.0% | +1.1% | 6.075% | |
8/13/2025 | CW Advisors LLC | 189,558 | $8.47M | 0.1% | +2.4% | 3.082% | |
8/12/2025 | J.W. Cole Advisors Inc. | 4,529 | $202K | 0.0% | N/A | 0.074% | |
8/8/2025 | Cetera Investment Advisers | 17,478 | $781K | 0.0% | +3.3% | 0.284% | |
8/5/2025 | Bank of Montreal Can | 5,952 | $266K | 0.0% | +9.2% | 0.097% | |
7/31/2025 | Money Design Co. Ltd. | 89,431 | $4.00M | 0.2% | -9.7% | 1.454% | |
7/30/2025 | Capital Wealth Alliance LLC | 24,381 | $1.09M | 0.6% | +26.1% | 0.396% | |
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7/23/2025 | 1 North Wealth Services LLC | 31,559 | $1.41M | 0.6% | +10,281.3% | 0.513% | |
7/11/2025 | Farther Finance Advisors LLC | 3,359 | $150K | 0.0% | +37,222.2% | 0.055% | |
5/16/2025 | Jones Financial Companies Lllp | 13,568 | $544K | 0.0% | +614.1% | 0.222% | |
5/15/2025 | Royal Bank of Canada | 6,617 | $266K | 0.0% | -74.5% | 0.108% | |
5/14/2025 | Comerica Bank | 1,955 | $78K | 0.0% | +29.9% | 0.032% | |
5/14/2025 | SVB Wealth LLC | 1,355 | $54K | 0.0% | N/A | 0.022% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,809 | $73K | 0.0% | +27.0% | 0.030% | |
5/14/2025 | 1832 Asset Management L.P. | 369,492 | $14.83M | 0.0% | -3.7% | 6.057% | |
5/14/2025 | CW Advisors LLC | 185,107 | $7.43M | 0.1% | +2.5% | 3.035% | |
5/14/2025 | Capital Wealth Alliance LLC | 19,335 | $776K | 0.5% | -8.8% | 0.317% | |
5/14/2025 | Flow Traders U.S. LLC | 85,620 | $3.44M | 0.1% | N/A | 1.404% | |
5/12/2025 | AlphaCore Capital LLC | 736 | $30K | 0.0% | N/A | 0.012% | |
5/9/2025 | Blair William & Co. IL | 2,112 | $85K | 0.0% | -26.8% | 0.035% | |
5/9/2025 | Avalon Trust Co | 2,881 | $116K | 0.0% | N/A | 0.047% | |
5/8/2025 | Moors & Cabot Inc. | 14,020 | $563K | 0.0% | -3.4% | 0.230% | |
5/7/2025 | LPL Financial LLC | 89,449 | $3.59M | 0.0% | +6.2% | 1.466% | |
5/6/2025 | Cetera Investment Advisers | 16,924 | $679K | 0.0% | -3.2% | 0.277% | |
5/6/2025 | Journey Strategic Wealth LLC | 6,859 | $275K | 0.0% | +10.0% | 0.112% | |
4/29/2025 | Ifrah Financial Services Inc. | 12,138 | $487K | 0.1% | -2.0% | 0.197% | |
4/29/2025 | Olde Wealth Management LLC | 3,566 | $143K | 0.1% | N/A | 0.058% | |
4/28/2025 | Elmwood Wealth Management Inc. | 45,038 | $1.81M | 0.7% | -1.5% | 0.732% | |
4/28/2025 | Money Design Co. Ltd. | 99,004 | $3.97M | 0.2% | -9.5% | 1.610% | |
4/7/2025 | GAMMA Investing LLC | 19,784 | $7.94M | 0.0% | +3,913.0% | 0.317% | |
2/25/2025 | Heck Capital Advisors LLC | 1,075 | $42K | 0.0% | N/A | 0.017% | |
2/17/2025 | Cetera Investment Advisers | 17,476 | $683K | 0.0% | +4.1% | 0.271% | |
2/17/2025 | Citadel Advisors LLC | 31,445 | $1.23M | 0.0% | +14.5% | 0.488% | |
2/17/2025 | Bank of America Corp DE | 489,420 | $19.12M | 0.0% | +0.1% | 7.588% | |
2/17/2025 | Ameriprise Financial Inc. | 14,481 | $566K | 0.0% | -3.8% | 0.225% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 17,008 | $664K | 0.0% | -3.3% | 0.264% | |
2/14/2025 | Susquehanna International Group LLP | 82,502 | $3.22M | 0.0% | +18.9% | 1.279% | |
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2/14/2025 | Stifel Financial Corp | 49,191 | $1.92M | 0.0% | +6.9% | 0.763% | |
2/13/2025 | NewEdge Advisors LLC | 1,412 | $55K | 0.0% | -16.0% | 0.022% | |
2/13/2025 | Raymond James Financial Inc. | 19,298 | $754K | 0.0% | N/A | 0.299% | |
2/13/2025 | Wells Fargo & Company MN | 111,087 | $4.34M | 0.0% | +38.7% | 1.722% | |
2/12/2025 | National Bank of Canada FI | 999 | $39K | 0.0% | -20.0% | 0.015% | |
2/11/2025 | Congress Wealth Management LLC DE | 180,660 | $7.06M | 0.1% | -0.2% | 2.801% | |
2/11/2025 | LPL Financial LLC | 84,194 | $3.29M | 0.0% | +0.7% | 1.305% | |
2/11/2025 | Millstone Evans Group LLC | 5,030 | $196K | 0.1% | N/A | 0.078% | |
2/10/2025 | Corient Private Wealth LLC | 5,245 | $205K | 0.0% | +11.1% | 0.081% | |
2/7/2025 | HighTower Advisors LLC | 5,577 | $218K | 0.0% | +6.0% | 0.086% | |
2/7/2025 | Johnson Investment Counsel Inc. | 4,208 | $164K | 0.0% | N/A | 0.065% | |
2/6/2025 | Raymond James Financial Inc. | 19,298 | $754K | 0.0% | N/A | 0.299% | |
2/6/2025 | SBI Securities Co. Ltd. | 3,481 | $136K | 0.0% | N/A | 0.054% | |
2/6/2025 | Jones Financial Companies Lllp | 1,900 | $74K | 0.0% | +253.8% | 0.029% | |
2/3/2025 | Private Advisor Group LLC | 18,094 | $707K | 0.0% | -19.9% | 0.281% | |
1/31/2025 | Global Retirement Partners LLC | 1,111 | $43K | 0.0% | +1,045.4% | 0.017% | |
1/31/2025 | Ifrah Financial Services Inc. | 12,385 | $484K | 0.1% | +2.4% | 0.192% | |
1/29/2025 | Capital Wealth Alliance LLC | 21,210 | $828K | 0.5% | N/A | 0.329% | |
1/24/2025 | CENTRAL TRUST Co | 2,300 | $90K | 0.0% | -11.0% | 0.036% | |
1/24/2025 | Journey Strategic Wealth LLC | 6,236 | $244K | 0.0% | N/A | 0.097% | |
1/23/2025 | Heck Capital Advisors LLC | 1,075 | $42K | 0.0% | N/A | 0.017% | |
1/23/2025 | Money Design Co. Ltd. | 109,366 | $4.27M | 0.2% | -13.9% | 1.696% | |
1/22/2025 | YHB Investment Advisors Inc. | 14,720 | $575K | 0.0% | -11.2% | 0.228% | |
1/21/2025 | Geneos Wealth Management Inc. | 844 | $33K | 0.0% | -73.6% | 0.013% | |
12/26/2024 | JPMorgan Chase & Co. | 772 | $33K | 0.0% | +411.3% | 0.012% | |
11/15/2024 | Jane Street Group LLC | 19,177 | $826K | 0.0% | -69.4% | 0.288% | |
11/15/2024 | Stifel Financial Corp | 45,996 | $1.98M | 0.0% | +2.1% | 0.692% | |
11/14/2024 | Flow Traders U.S. LLC | 24,098 | $1.04M | 0.1% | N/A | 0.362% | |
11/13/2024 | FMR LLC | 2,577 | $111K | 0.0% | +22.2% | 0.039% | |
11/8/2024 | Moors & Cabot Inc. | 14,518 | $625K | 0.0% | -1.7% | 0.218% | |
11/6/2024 | Linscomb Wealth Inc. | 21,331 | $919K | 0.0% | -2.3% | 0.321% | |
10/28/2024 | US Bancorp DE | 1,989 | $86K | 0.0% | +73.0% | 0.030% | |
10/24/2024 | Vima LLC | 7,068 | $304K | 0.6% | +5.4% | 0.106% | |
10/24/2024 | Bristlecone Advisors LLC | 650 | $28K | 0.0% | N/A | 0.010% | |
10/22/2024 | Private Advisor Group LLC | 22,585 | $973K | 0.0% | -4.5% | 0.340% | |
10/11/2024 | Elmwood Wealth Management Inc. | 45,953 | $1.98M | 0.8% | +13.1% | 0.691% | |
10/9/2024 | Money Design Co. Ltd. | 126,988 | $5.47M | 0.3% | -12.9% | 1.910% | |
10/8/2024 | Mather Group LLC. | 1,831 | $79K | 0.0% | N/A | 0.028% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,173 | $47K | 0.0% | -20.4% | 0.018% | |
8/14/2024 | 1832 Asset Management L.P. | 374,042 | $15.11M | 0.0% | -4.5% | 5.583% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 17,852 | $721K | 0.0% | +1.7% | 0.266% | |
8/9/2024 | Moors & Cabot Inc. | 14,768 | $597K | 0.0% | -2.3% | 0.220% | |
8/8/2024 | Linscomb Wealth Inc. | 21,829 | $882K | 0.0% | -2.2% | 0.326% | |
7/31/2024 | Aptus Capital Advisors LLC | 2,995 | $121K | 0.0% | -30.3% | 0.045% | |
5/16/2024 | Jane Street Group LLC | 150,305 | $6.48M | 0.0% | -19.7% | 2.210% | |
5/9/2024 | Dearborn Partners LLC | 3,527 | $152K | 0.0% | N/A | 0.051% | |
4/30/2024 | Private Advisor Group LLC | 23,777 | $1.03M | 0.0% | -11.7% | 0.345% | |
4/29/2024 | Commonwealth Equity Services LLC | 34,774 | $1.50M | 0.0% | -7.8% | 0.504% | |
4/26/2024 | YHB Investment Advisors Inc. | 16,659 | $718K | 0.1% | +22.0% | 0.241% | |
4/23/2024 | Community Financial Services Group LLC | 4,876 | $210K | 0.0% | N/A | 0.071% | |
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3/4/2024 | Vima LLC | 6,453 | $255K | 0.6% | N/A | 0.093% | |
2/26/2024 | Virtu Financial LLC | 12,356 | $488K | 0.0% | +98.8% | 0.178% | |
2/13/2024 | 1832 Asset Management L.P. | 391,571 | $15.48M | 0.0% | -3.6% | 5.634% | |
2/13/2024 | Holderness Investments Co. | 19,098 | $755K | 0.2% | N/A | 0.275% | |
2/10/2024 | Linscomb & Williams Inc. | 22,311 | $882K | 0.0% | -6.0% | 0.321% | |
2/6/2024 | Private Advisor Group LLC | 26,919 | $1.06M | 0.0% | +20.8% | 0.387% | |
2/6/2024 | Ifrah Financial Services Inc. | 6,558 | $259K | 0.1% | -5.2% | 0.094% | |
2/6/2024 | Millburn Ridgefield Corp | 679 | $27K | 0.0% | +329.7% | 0.010% | |
1/30/2024 | Elmwood Wealth Management Inc. | 16,485 | $652K | 0.5% | -57.8% | 0.234% | |
1/29/2024 | Money Design Co. Ltd. | 240,715 | $9.52M | 0.5% | -28.0% | 3.414% | |