11/15/2024 | LRI Investments LLC | 357 | $31K | 0.0% | N/A | 0.016% | |
11/15/2024 | MML Investors Services LLC | 3,134 | $270K | 0.0% | +5.4% | 0.137% | |
11/15/2024 | Jane Street Group LLC | 11,438 | $986K | 0.0% | -79.7% | 0.502% | |
11/14/2024 | Flow Traders U.S. LLC | 4,412 | $380K | 0.0% | N/A | 0.194% | |
11/13/2024 | The Manufacturers Life Insurance Company | 36,294 | $3.13M | 0.0% | -11.1% | 1.592% | |
11/13/2024 | Horizon Kinetics Asset Management LLC | 6,850 | $590K | 0.0% | -1.9% | 0.300% | |
|
11/12/2024 | Larson Financial Group LLC | 1,602 | $138K | 0.0% | +738.7% | 0.070% | |
11/8/2024 | Prospera Financial Services Inc | 3,880 | $334K | 0.0% | -9.0% | 0.170% | |
11/1/2024 | Rather & Kittrell Inc. | 2,434 | $210K | 0.1% | N/A | 0.107% | |
10/30/2024 | M Financial Asset Management Inc. | 6,742 | $580K | 2.3% | -6.2% | 0.296% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 896 | $77K | 0.0% | +16.7% | 0.039% | |
10/21/2024 | Ledyard National Bank | 4,226 | $364K | 0.0% | -4.9% | 0.185% | |
10/21/2024 | Northwest Investment Counselors LLC | 194,110 | $16.73M | 3.8% | +1.2% | 8.514% | |
10/8/2024 | Brookstone Capital Management | 4,023 | $347K | 0.0% | +6.9% | 0.181% | |
10/7/2024 | Boston Standard Wealth Management LLC | 4,185 | $361K | 0.1% | -58.6% | 0.189% | |
10/5/2024 | Quent Capital LLC | 452 | $39K | 0.0% | N/A | 0.020% | |
8/21/2024 | Truist Financial Corp | 32,463 | $2.54M | 0.0% | +2.4% | 1.387% | |
8/15/2024 | The Manufacturers Life Insurance Company | 40,844 | $3.20M | 0.0% | +36.6% | 1.745% | |
8/14/2024 | 1832 Asset Management L.P. | 250,221 | $19.61M | 0.0% | +2.6% | 10.693% | |
8/8/2024 | Envestnet Asset Management Inc. | 32,675 | $2.56M | 0.0% | +1.6% | 1.396% | |
8/8/2024 | M Financial Asset Management Inc. | 7,187 | $563K | 2.2% | -24.6% | 0.307% | |
8/3/2024 | National Bank of Canada FI | 770 | $60K | 0.0% | -20.1% | 0.033% | |
8/2/2024 | Tortoise Investment Management LLC | 5,557 | $436K | 0.0% | -2.2% | 0.237% | |
8/1/2024 | TIAA Trust National Association | 4,412 | $346K | 0.0% | -4.5% | 0.189% | |
7/31/2024 | Commonwealth Equity Services LLC | 5,052 | $396K | 0.0% | +16.6% | 0.216% | |
7/31/2024 | Fortis Group Advisors LLC | 23,655 | $1.85M | 0.4% | N/A | 1.011% | |
7/30/2024 | International Assets Investment Management LLC | 336 | $26K | 0.0% | N/A | 0.014% | |
7/18/2024 | Brookstone Capital Management | 3,762 | $305K | 0.0% | +20.2% | 0.161% | |
7/16/2024 | Alhambra Investment Management LLC | 22,622 | $1.77M | 1.0% | -19.1% | 0.967% | |
7/15/2024 | Northwest Investment Counselors LLC | 191,813 | $15.03M | 3.8% | +1.3% | 8.197% | |
7/10/2024 | Boston Standard Wealth Management LLC | 10,115 | $793K | 0.2% | -50.7% | 0.432% | |
7/10/2024 | Matrix Trust Co | 1,285 | $101K | 0.0% | N/A | 0.055% | |
7/9/2024 | Lynx Investment Advisory | 26,413 | $2.07M | 1.5% | N/A | 1.129% | |
5/16/2024 | Jane Street Group LLC | 87,519 | $7.39M | 0.0% | -42.1% | 3.473% | |
5/14/2024 | Stamos Capital Partners L.P. | 3,590 | $303K | 0.1% | +6.2% | 0.142% | |
5/10/2024 | TIAA Trust National Association | 4,620 | $390K | 0.0% | -6.9% | 0.183% | |
5/9/2024 | Ledyard National Bank | 4,526 | $382K | 0.0% | -13.5% | 0.180% | |
5/9/2024 | Endowment Wealth Management Inc. | 6,257 | $528K | 0.4% | +151.5% | 0.248% | |
5/2/2024 | Quent Capital LLC | 452 | $38K | 0.0% | N/A | 0.018% | |
5/1/2024 | Cherry Tree Wealth Management LLC | 1,556 | $131K | 0.0% | -9.1% | 0.062% | |
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4/30/2024 | Independent Family Office LLC | 11,324 | $956K | 0.5% | -11.7% | 0.449% | |
4/30/2024 | M Financial Asset Management Inc. | 9,530 | $804K | 2.3% | -6.8% | 0.378% | |
4/24/2024 | U S Global Investors Inc. | 354 | $30K | 0.0% | N/A | 0.014% | |
4/12/2024 | Northwest Investment Counselors LLC | 189,395 | $15.98M | 3.9% | -0.3% | 7.891% | |
4/11/2024 | Boston Standard Wealth Management LLC | 20,507 | $1.73M | 0.4% | -71.5% | 0.854% | |
2/14/2024 | Barometer Capital Management Inc. | 6,500 | $528K | 0.2% | +3.2% | 0.252% | |
2/14/2024 | Cullen Capital Management LLC | 2,500 | $203K | 0.0% | N/A | 0.097% | |
2/14/2024 | Stamos Capital Partners L.P. | 3,380 | $275K | 0.1% | -17.2% | 0.131% | |
2/13/2024 | 1832 Asset Management L.P. | 243,953 | $19.83M | 0.0% | -1.8% | 9.456% | |
2/8/2024 | M Financial Asset Management Inc. | 10,222 | $831K | 2.6% | -21.7% | 0.396% | |
2/7/2024 | Endowment Wealth Management Inc. | 2,488 | $202K | 0.2% | N/A | 0.096% | |
2/6/2024 | Private Advisor Group LLC | 6,601 | $537K | 0.0% | -10.9% | 0.256% | |
2/6/2024 | National Bank of Canada FI | 4,556 | $368K | 0.0% | +50.8% | 0.177% | |
2/6/2024 | Millburn Ridgefield Corp | 1,030 | $84K | 0.0% | N/A | 0.040% | |
2/5/2024 | Ledyard National Bank | 5,233 | $425K | 0.0% | -3.5% | 0.203% | |
2/5/2024 | Matrix Trust Co | 4,489 | $365K | 0.1% | -5.5% | 0.174% | |
2/2/2024 | Truist Financial Corp | 20,989 | $1.71M | 0.0% | +1.8% | 0.814% | |
2/2/2024 | Simplex Trading LLC | 402 | $32K | 0.0% | N/A | 0.016% | |
1/30/2024 | Independent Family Office LLC | 12,820 | $1.04M | 0.6% | -17.0% | 0.497% | |
1/29/2024 | Lodestar Private Asset Management LLC | 6,586 | $535K | 0.1% | -2.5% | 0.255% | |
1/25/2024 | International Assets Investment Management LLC | 26,956 | $2.19M | 0.0% | N/A | 1.045% | |
1/24/2024 | International Assets Investment Management LLC | 26,956 | $2.19M | 0.0% | N/A | 1.045% | |
1/19/2024 | Northwest Investment Counselors LLC | 190,017 | $15.45M | 4.1% | -0.4% | 7.198% | |
1/17/2024 | Alhambra Investment Management LLC | 24,889 | $2.02M | 1.2% | +20.1% | 0.943% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 3,889 | $316K | 0.0% | +15.7% | 0.147% | |
1/16/2024 | Raymond James & Associates | 2,588 | $210K | 0.0% | -14.6% | 0.098% | |
1/12/2024 | Advisor Resource Council | 9,920 | $806K | 0.1% | N/A | 0.376% | |
11/21/2023 | Tompkins Financial Corp | 500 | $37K | 0.0% | -33.3% | 0.019% | |
11/8/2023 | Barometer Capital Management Inc. | 6,300 | $466K | 0.2% | N/A | 0.233% | |
11/3/2023 | Private Advisor Group LLC | 7,407 | $548K | 0.0% | -42.8% | 0.274% | |
11/1/2023 | Wealthfront Advisers LLC | 3,905 | $289K | 0.0% | +15.4% | 0.145% | |
10/30/2023 | Matrix Trust Co | 4,752 | $352K | 0.1% | -21.7% | 0.176% | |
10/27/2023 | Oarsman Capital Inc. | 6,607 | $489K | 0.2% | -6.2% | 0.245% | |
10/27/2023 | TIAA Trust National Association | 4,962 | $367K | 0.0% | N/A | 0.184% | |
10/24/2023 | Raymond James & Associates | 3,032 | $224K | 0.0% | -14.2% | 0.112% | |
10/17/2023 | Alhambra Investment Partners LLC | 20,718 | $1.53M | 1.0% | N/A | 0.767% | |
10/12/2023 | Northwest Investment Counselors LLC | 190,735 | $14.12M | 3.9% | -2.2% | 7.064% | |
10/10/2023 | National Bank of Canada FI | 3,022 | $219K | 0.0% | N/A | 0.112% | |
8/15/2023 | BlueCrest Capital Management Ltd | 10,393 | $745K | 0.0% | N/A | 0.369% | |
8/14/2023 | Horizon Kinetics Asset Management LLC | 11,058 | $793K | 0.0% | -4.6% | 0.392% | |
8/14/2023 | 1832 Asset Management L.P. | 250,325 | $17.95M | 0.0% | +0.6% | 8.877% | |
8/11/2023 | The Manufacturers Life Insurance Company | 67,662 | $4.85M | 0.0% | -7.3% | 2.399% | |
8/10/2023 | Private Advisor Group LLC | 12,947 | $957K | 0.0% | -12.1% | 0.459% | |
8/8/2023 | Catalyst Capital Advisors LLC | 2,844 | $204K | 0.0% | -10.2% | 0.101% | |
8/8/2023 | Prospera Financial Services Inc | 4,162 | $298K | 0.0% | -4.5% | 0.148% | |
8/4/2023 | Envestnet Asset Management Inc. | 21,937 | $1.57M | 0.0% | -1.7% | 0.778% | |
8/2/2023 | Bank of Montreal Can | 4,601 | $338K | 0.0% | N/A | 0.163% | |
8/1/2023 | Truist Financial Corp | 20,198 | $1.45M | 0.0% | -7.5% | 0.716% | |
7/31/2023 | LPL Financial LLC | 21,236 | $1.52M | 0.0% | -1.7% | 0.753% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 3,501 | $251K | 0.0% | -9.1% | 0.124% | |
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7/25/2023 | Raymond James & Associates | 3,532 | $253K | 0.0% | -8.2% | 0.125% | |
7/25/2023 | Independent Family Office LLC | 15,442 | $1.11M | 0.7% | -40.9% | 0.548% | |
7/21/2023 | Millburn Ridgefield Corp | 3,259 | $234K | 0.0% | -6.1% | 0.116% | |
7/19/2023 | Matrix Trust Co | 6,069 | $435K | 0.1% | +85.7% | 0.215% | |
7/18/2023 | Virtue Capital Management LLC | 2,947 | $210K | 0.0% | -35.4% | 0.105% | |
7/17/2023 | Eclectic Associates Inc. ADV | 13,238 | $949K | 0.5% | +1.8% | 0.469% | |
7/11/2023 | Northwest Investment Counselors LLC | 195,109 | $13.99M | 3.7% | +2.2% | 6.919% | |
7/6/2023 | Boston Standard Wealth Management LLC | 83,393 | $5.98M | 1.5% | +8.5% | 2.957% | |
5/15/2023 | Catalyst Capital Advisors LLC | 3,167 | $227K | 0.0% | -7.0% | 0.112% | |
5/10/2023 | Private Advisor Group LLC | 14,727 | $1.05M | 0.0% | N/A | 0.522% | |