11/16/2024 | Geode Capital Management LLC | 344,401 | $517K | 0.0% | +5.2% | 0.751% | |
11/5/2024 | GSA Capital Partners LLP | 29,656 | $44K | 0.0% | +57.5% | 0.065% | |
8/8/2024 | Wealthspire Advisors LLC | 44,834 | $90K | 0.0% | N/A | 0.101% | |
8/8/2024 | Main Street Financial Solutions LLC | 71,941 | $144K | 0.0% | +16.1% | 0.163% | |
5/20/2024 | Virtu Financial LLC | 43,279 | $98K | 0.0% | N/A | 0.098% | |
5/10/2024 | Vanguard Group Inc. | 1,221,563 | $2.76M | 0.0% | +11.0% | 2.763% | |
|
5/7/2024 | NorthRock Partners LLC | 62,344 | $141K | 0.0% | +68.1% | 0.141% | |
5/7/2024 | SG Americas Securities LLC | 18,458 | $42K | 0.0% | N/A | 0.042% | |
4/22/2024 | PFG Investments LLC | 12,530 | $28K | 0.0% | N/A | 0.028% | |
4/19/2024 | Core Wealth Partners LLC | 11,400 | $26K | 0.0% | N/A | 0.026% | |
4/18/2024 | Financial Security Advisor Inc. | 31,049 | $70K | 0.0% | +31.1% | 0.070% | |
4/17/2024 | Griffin Asset Management Inc. | 13,000 | $29K | 0.0% | -29.7% | 0.029% | |
4/9/2024 | Welch Group LLC | 51,253 | $116K | 0.0% | -27.1% | 0.116% | |
2/14/2024 | Symmetry Peak Management LLC | 21,250 | $66K | 0.0% | N/A | 0.048% | |
2/12/2024 | Redmond Asset Management LLC | 186,226 | $577K | 0.2% | -9.3% | 0.421% | |
2/8/2024 | Meridian Wealth Management LLC | 29,500 | $91K | 0.0% | +61.6% | 0.067% | |
1/24/2024 | Financial Security Advisor Inc. | 23,688 | $73K | 0.0% | +61.3% | 0.054% | |
1/23/2024 | Welch Group LLC | 70,353 | $218K | 0.0% | N/A | 0.159% | |
1/19/2024 | Griffin Asset Management Inc. | 18,500 | $57K | 0.0% | N/A | 0.042% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 215,250 | $667K | 0.0% | +351.2% | 0.487% | |
1/12/2024 | Fortitude Family Office LLC | 29,500 | $91K | 0.1% | N/A | 0.067% | |
11/15/2023 | Royal Capital Wealth Management LLC | 80,286 | $120K | 0.1% | -7.9% | 0.191% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 47,703 | $72K | 0.0% | +138.6% | 0.114% | |
10/17/2023 | Meridian Wealth Management LLC | 18,250 | $27K | 0.0% | N/A | 0.043% | |
1/20/2023 | Keudell Morrison Wealth Management | 16,200 | $27K | 0.0% | N/A | 0.039% | |
10/21/2022 | Hapanowicz & Associates Financial Services Inc | 15,000 | $26K | 0.0% | N/A | 0.037% | |
8/4/2022 | Steward Partners Investment Advisory LLC | 15,950 | $30K | 0.0% | -78.2% | 0.039% | |
8/4/2022 | NorthRock Partners LLC | 37,092 | $69K | 0.0% | -89.3% | 0.091% | |
5/13/2022 | Alerus Financial NA | 97,760 | $264K | 0.0% | +265.3% | 0.239% | |
5/11/2022 | GSA Capital Partners LLP | 27,400 | $74K | 0.0% | N/A | 0.067% | |
5/10/2022 | Buckingham Strategic Partners | 10,000 | $27K | 0.0% | N/A | 0.024% | |
5/6/2022 | Bernardo Wealth Planning LLC | 14,398 | $38K | 0.0% | N/A | 0.035% | |
5/5/2022 | NorthRock Partners LLC | 346,114 | $935K | 0.1% | +38.7% | 0.845% | |
5/4/2022 | Commonwealth Equity Services LLC | 37,194 | $100K | 0.0% | +22.4% | 0.091% | |
5/3/2022 | Redmond Asset Management LLC | 205,593 | $555K | 0.2% | N/A | 0.502% | |
5/3/2022 | Platform Technology Partners | 188,084 | $508K | 0.2% | +6.8% | 0.459% | |
5/2/2022 | Steward Partners Investment Advisory LLC | 73,080 | $197K | 0.0% | -5.8% | 0.179% | |
2/16/2022 | Royal Capital Wealth Management LLC | 90,485 | $356K | 0.3% | N/A | 0.222% | |
2/15/2022 | Shay Capital LLC | 83,914 | $330K | 0.1% | +565.6% | 0.206% | |
2/10/2022 | HighTower Advisors LLC | 176,223 | $701K | 0.0% | +42.4% | 0.432% | |
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2/9/2022 | Keebeck Alpha LP | 15,051 | $59K | 0.0% | N/A | 0.037% | |
2/8/2022 | Steward Partners Investment Advisory LLC | 77,580 | $305K | 0.0% | -30.2% | 0.190% | |
2/7/2022 | NorthRock Partners LLC | 249,610 | $981K | 0.1% | +41.5% | 0.612% | |
2/7/2022 | Mitsubishi UFJ Kokusai Asset Management Co. Ltd. | 250,018 | $1.06M | 0.0% | -47.9% | 0.613% | |
2/2/2022 | Oppenheimer & Co. Inc. | 69,941 | $275K | 0.0% | N/A | 0.172% | |
2/1/2022 | Platform Technology Partners | 176,107 | $692K | 0.3% | -24.9% | 0.432% | |
1/31/2022 | Riverwater Partners LLC | 17,516 | $69K | 0.1% | N/A | 0.043% | |
1/14/2022 | Spire Wealth Management | 176,107 | $692K | 0.0% | N/A | 0.432% | |
11/16/2021 | ERn Financial LLC | 10,000 | $60K | 0.0% | N/A | 0.025% | |
11/16/2021 | FinTrust Capital Advisors LLC | 17,000 | $102K | 0.0% | -57.5% | 0.042% | |
11/16/2021 | National Asset Management Inc. | 10,605 | $64K | 0.0% | N/A | 0.026% | |
11/16/2021 | Squarepoint Ops LLC | 10,066 | $60K | 0.0% | N/A | 0.025% | |
11/15/2021 | HighTower Advisors LLC | 123,740 | $741K | 0.0% | +7.1% | 0.303% | |
11/12/2021 | Rockefeller Capital Management L.P. | 5,800 | $34K | 0.0% | +190.0% | 0.014% | |
11/12/2021 | Geode Capital Management LLC | 241,286 | $1.45M | 0.0% | +8.4% | 0.592% | |
11/12/2021 | NorthRock Partners LLC | 176,384 | $1.06M | 0.1% | +26.7% | 0.433% | |
11/9/2021 | BlackRock Inc. | 490,166 | $2.94M | 0.0% | -0.7% | 1.202% | |
11/5/2021 | Advisor Group Holdings Inc. | 18,236 | $109K | 0.0% | +22.5% | 0.045% | |
11/4/2021 | Mitsubishi UFJ Kokusai Asset Management Co. Ltd. | 479,604 | $2.87M | 0.0% | -17.3% | 1.176% | |
11/2/2021 | Mitchell Capital Management Co. | 176,799 | $1.06M | 0.2% | -1.3% | 0.437% | |
10/29/2021 | Commonwealth Equity Services LLC | 28,827 | $172K | 0.0% | +21.0% | 0.071% | |
9/3/2021 | Parametric Portfolio Associates LLC | 28,362 | $223K | 0.0% | N/A | 0.070% | |
8/17/2021 | HM Payson & Co. | 10,000 | $79K | 0.0% | -50.0% | 0.025% | |
8/17/2021 | Millennium Management LLC | 360,500 | $2.83M | 0.0% | N/A | 0.891% | |
8/17/2021 | Paloma Partners Management Co | 10,214 | $80K | 0.0% | N/A | 0.025% | |
8/17/2021 | Anchor Capital Advisors LLC | 25,055 | $197K | 0.0% | N/A | 0.062% | |
8/17/2021 | Atom Investors LP | 10,320 | $81K | 0.0% | N/A | 0.025% | |
8/16/2021 | FinTrust Capital Advisors LLC | 40,000 | $314K | 0.1% | N/A | 0.099% | |
8/16/2021 | Walled Lake Planning & Wealth Management LLC | 10,350 | $81K | 0.1% | N/A | 0.026% | |
8/16/2021 | Royal Bank of Canada | 30,719 | $242K | 0.0% | +98.7% | 0.076% | |
8/16/2021 | Charles Schwab Investment Management Inc. | 10,465 | $83K | 0.0% | N/A | 0.026% | |
8/16/2021 | State Street Corp | 673,378 | $5.29M | 0.0% | +258.1% | 1.664% | |
8/16/2021 | Goldman Sachs Group Inc. | 47,384 | $372K | 0.0% | N/A | 0.117% | |
8/16/2021 | Shay Capital LLC | 10,607 | $83K | 0.0% | -58.6% | 0.026% | |
8/13/2021 | Steward Partners Investment Advisory LLC | 102,880 | $808K | 0.0% | N/A | 0.254% | |
8/13/2021 | Northern Trust Corp | 43,455 | $341K | 0.0% | N/A | 0.107% | |
8/13/2021 | LPL Financial LLC | 49,735 | $390K | 0.0% | N/A | 0.123% | |
8/13/2021 | Stifel Financial Corp | 24,997 | $196K | 0.0% | N/A | 0.062% | |
8/13/2021 | Geode Capital Management LLC | 222,645 | $1.75M | 0.0% | N/A | 0.550% | |
8/13/2021 | Vanguard Group Inc. | 1,010,505 | $7.93M | 0.0% | N/A | 2.496% | |
8/12/2021 | NorthRock Partners LLC | 139,198 | $1.09M | 0.1% | N/A | 0.344% | |
8/12/2021 | Ergoteles LLC | 52,200 | $410K | 0.0% | N/A | 0.129% | |
8/11/2021 | Commonwealth Equity Services LLC | 23,827 | $187K | 0.0% | N/A | 0.059% | |
8/11/2021 | Alerus Financial NA | 26,760 | $210K | 0.0% | N/A | 0.066% | |
8/11/2021 | BlackRock Inc. | 493,734 | $3.88M | 0.0% | N/A | 1.220% | |
8/10/2021 | Mercer Global Advisors Inc. ADV | 29,500 | $232K | 0.0% | -9.2% | 0.073% | |
8/10/2021 | Mitchell Capital Management Co. | 179,103 | $1.41M | 0.3% | N/A | 0.442% | |
8/6/2021 | Parallel Advisors LLC | 18,900 | $148K | 0.0% | N/A | 0.047% | |
8/6/2021 | HighTower Advisors LLC | 115,590 | $916K | 0.0% | N/A | 0.305% | |
8/6/2021 | Mitsubishi UFJ Kokusai Asset Management Co. Ltd. | 579,987 | $4.55M | 0.0% | N/A | 1.528% | |
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8/5/2021 | Platform Technology Partners | 234,607 | $1.84M | 0.8% | N/A | 0.618% | |
8/5/2021 | US Bancorp DE | 501,000 | $3.93M | 0.0% | N/A | 1.320% | |
8/2/2021 | Advisor Group Holdings Inc. | 14,891 | $116K | 0.0% | N/A | 0.039% | |
7/31/2021 | First National Bank of Hutchinson | 21,832 | $171K | 0.1% | N/A | 0.058% | |
7/31/2021 | Seelaus Asset Management LLC | 28,940 | $227K | 0.1% | N/A | 0.076% | |
7/31/2021 | NEXT Financial Group Inc | 5,812 | $46K | 0.0% | N/A | 0.015% | |