10/28/2024 | Congress Asset Management Co. | 41,279 | $2.02M | 0.0% | -23.6% | 0.096% | |
10/24/2024 | Financial Management Professionals Inc. | 77,605 | $3.79M | 0.5% | N/A | 0.180% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 17,416 | $851K | 0.0% | -7.5% | 0.040% | |
8/9/2024 | Rathbones Group PLC | 98,323 | $4.23M | 0.0% | +6.3% | 0.221% | |
8/8/2024 | Resolute Advisors LLC | 20,321 | $874K | 0.2% | +1.6% | 0.046% | |
8/8/2024 | Bahl & Gaynor Inc. | 9,330 | $401K | 0.0% | -31.0% | 0.021% | |
|
7/30/2024 | Lee Danner & Bass Inc. | 20,795 | $894K | 0.1% | N/A | 0.047% | |
7/29/2024 | Stelac Advisory Services LLC | 41,926 | $1.80M | 0.8% | +4.5% | 0.094% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 163,100 | $7.01M | 0.0% | +13.0% | 0.365% | |
7/26/2024 | Bank of New York Mellon Corp | 28,582 | $1.23M | 0.0% | -2.3% | 0.064% | |
5/15/2024 | Flow Traders U.S. LLC | 225,221 | $9.64M | 0.5% | +19.4% | 0.504% | |
5/14/2024 | OLD Mission Capital LLC | 212,277 | $9.09M | 0.2% | +14.9% | 0.475% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 2,225 | $95K | 0.0% | -18.0% | 0.005% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 144,319 | $6.18M | 0.0% | +2,272.1% | 0.323% | |
4/18/2024 | Hexagon Capital Partners LLC | 3,808 | $163K | 0.0% | -24.9% | 0.009% | |
4/11/2024 | Congress Asset Management Co. MA | 57,502 | $2.46M | 0.0% | -6.6% | 0.127% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 18,907 | $809K | 0.0% | +19.4% | 0.042% | |
3/4/2024 | Congress Asset Management Co. MA | 61,555 | $2.67M | 0.0% | -13.1% | 0.136% | |
2/26/2024 | Syon Capital LLC | 95,581 | $4.15M | 0.4% | -43.0% | 0.211% | |
2/15/2024 | OLD Mission Capital LLC | 184,702 | $8.02M | 0.1% | -9.0% | 0.413% | |
2/13/2024 | Rathbones Group PLC | 86,293 | $3.75M | 0.0% | -3.3% | 0.193% | |
2/12/2024 | Partners Capital Investment Group LLP | 363,728 | $15.79M | 0.3% | -26.8% | 0.814% | |
2/12/2024 | Parallel Advisors LLC | 1,100 | $48K | 0.0% | -32.5% | 0.002% | |
2/12/2024 | Resolute Advisors LLC | 19,992 | $868K | 0.1% | +2.2% | 0.045% | |
2/5/2024 | Hexagon Capital Partners LLC | 5,069 | $220K | 0.1% | -51.8% | 0.011% | |
2/5/2024 | Israel Discount Bank of New York | 59,012 | $2.56M | 2.0% | -4.6% | 0.134% | |
2/2/2024 | Syon Capital LLC | 95,581 | $4.15M | 0.3% | -43.0% | 0.217% | |
1/29/2024 | Money Design Co. Ltd. | 690,875 | $29.99M | 1.7% | +9.3% | 1.567% | |
1/3/2024 | Massmutual Trust Co. FSB ADV | 15,831 | $687K | 0.0% | -23.5% | 0.036% | |
11/15/2023 | JPMorgan Chase & Co. | 8,984,859 | $357.42M | 0.0% | -1.0% | 20.655% | |
11/14/2023 | Lazard Asset Management LLC | 55,960 | $2.23M | 0.0% | +18.4% | 0.129% | |
11/13/2023 | Rathbones Group PLC | 89,217 | $3.55M | 0.0% | +35.9% | 0.205% | |
11/13/2023 | Israel Discount Bank of New York | 61,829 | $2.46M | 2.0% | -0.4% | 0.142% | |
11/9/2023 | Navellier & Associates Inc. | 18,666 | $743K | 0.1% | N/A | 0.043% | |
11/4/2023 | NBC Securities Inc. | 3,200 | $127K | 0.0% | N/A | 0.007% | |
11/4/2023 | Syon Capital LLC | 167,728 | $6.67M | 0.8% | N/A | 0.386% | |
11/1/2023 | Congress Asset Management Co. MA | 70,853 | $2.82M | 0.0% | -4.2% | 0.163% | |
10/30/2023 | Money Design Co. Ltd. | 632,215 | $25.15M | 1.5% | +10.6% | 1.453% | |
10/27/2023 | Lee Danner & Bass Inc. | 20,973 | $834K | 0.1% | -1.6% | 0.048% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 8,812 | $351K | 0.0% | -5.1% | 0.020% | |
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10/23/2023 | Hexagon Capital Partners LLC | 10,518 | $418K | 0.1% | -10.4% | 0.024% | |
10/20/2023 | Family Firm Inc. | 5,988 | $238K | 0.1% | +11.1% | 0.014% | |
10/10/2023 | Tsfg LLC | 1,276 | $51K | 0.0% | -21.1% | 0.003% | |
8/14/2023 | Partners Capital Investment Group LLP | 448,438 | $18.94M | 0.4% | +429.8% | 0.990% | |
8/11/2023 | JPMorgan Chase & Co. | 9,077,461 | $383.43M | 0.0% | -5.7% | 20.039% | |
8/9/2023 | Flow Traders U.S. LLC | 298,618 | $12.61M | 0.5% | +84.5% | 0.659% | |
8/9/2023 | Resolute Advisors LLC | 19,560 | $826K | 0.1% | +1.9% | 0.043% | |
8/4/2023 | Banco Bilbao Vizcaya Argentaria S.A. | 102,060 | $4.31M | 0.1% | +8.2% | 0.225% | |
8/4/2023 | Rathbones Group PLC | 65,644 | $2.77M | 0.0% | -0.7% | 0.145% | |
8/3/2023 | First Horizon Advisors Inc. | 9,445 | $399K | 0.0% | -33.7% | 0.021% | |
8/2/2023 | Massmutual Trust Co. FSB ADV | 20,610 | $871K | 0.0% | -3.4% | 0.045% | |
7/28/2023 | Zions Bancorporation N.A. | 1,497 | $63K | 0.0% | -16.4% | 0.003% | |
7/28/2023 | Money Design Co. Ltd. | 571,678 | $24.15M | 1.4% | +10.1% | 1.245% | |
7/27/2023 | Congress Asset Management Co. MA | 73,948 | $3.12M | 0.0% | -6.5% | 0.161% | |
7/26/2023 | Arlington Partners LLC | 6,468 | $273K | 0.0% | -48.7% | 0.014% | |
7/25/2023 | Israel Discount Bank of New York | 62,095 | $2.62M | 2.1% | +1.7% | 0.135% | |
7/24/2023 | Hexagon Capital Partners LLC | 11,743 | $496K | 0.1% | -5.3% | 0.026% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 9,284 | $392K | 0.0% | -13.5% | 0.020% | |
7/10/2023 | Financial Management Professionals Inc. | 3,857 | $163K | 0.0% | -95.5% | 0.008% | |
7/10/2023 | Tsfg LLC | 1,617 | $68K | 0.0% | -32.1% | 0.004% | |
5/15/2023 | Flow Traders U.S. LLC | 161,822 | $7.09M | 0.3% | -55.7% | 0.337% | |
5/12/2023 | OLD Mission Capital LLC | 282,892 | $12.39M | 0.2% | +744.9% | 0.589% | |
5/12/2023 | Cambridge Trust Co. | 2,207 | $97K | 0.0% | -17.8% | 0.005% | |
5/12/2023 | AXS Investments LLC | 4,353 | $191K | 0.1% | -50.0% | 0.009% | |
5/12/2023 | Rathbones Group PLC | 66,140 | $2.90M | 0.0% | -13.3% | 0.138% | |
5/11/2023 | Brown Brothers Harriman & Co. | 3,218 | $141K | 0.0% | +4,928.1% | 0.007% | |
5/10/2023 | Zions Bancorporation N.A. | 1,791 | $78K | 0.0% | -34.8% | 0.004% | |
5/9/2023 | Resolute Advisors LLC | 19,197 | $841K | 0.1% | -5.3% | 0.040% | |
5/9/2023 | US Bancorp DE | 13,796 | $604K | 0.0% | +6.7% | 0.029% | |
5/9/2023 | Banco Bilbao Vizcaya Argentaria S.A. | 94,330 | $4.13M | 0.1% | -10.6% | 0.197% | |
5/4/2023 | Israel Discount Bank of New York | 61,034 | $2.67M | 2.0% | +12.3% | 0.124% | |
5/3/2023 | Bahl & Gaynor Inc. | 13,930 | $610K | 0.0% | -2.8% | 0.028% | |
4/27/2023 | Money Design Co. Ltd. | 519,458 | $22.75M | 1.3% | -6.5% | 1.056% | |
4/26/2023 | Arlington Partners LLC | 12,614 | $552K | 0.1% | +259.5% | 0.026% | |
4/25/2023 | Parallel Advisors LLC | 1,630 | $71K | 0.0% | N/A | 0.003% | |
4/21/2023 | Congress Asset Management Co. MA | 79,098 | $3.46M | 0.0% | -4.4% | 0.161% | |
4/13/2023 | Financial Management Professionals Inc. | 85,005 | $3.72M | 0.7% | N/A | 0.173% | |
3/6/2023 | OLD Mission Capital LLC | 33,484 | $1.43M | 0.0% | +455.2% | 0.071% | |
2/15/2023 | Flow Traders U.S. LLC | 364,927 | $15.62M | 0.8% | +135.6% | 0.742% | |
2/13/2023 | CIBC Private Wealth Group LLC | 19,770 | $846K | 0.0% | -6.1% | 0.040% | |
2/13/2023 | JPMorgan Chase & Co. | 9,638,587 | $412.43M | 0.1% | +2.5% | 19.591% | |
2/13/2023 | Banco Bilbao Vizcaya Argentaria S.A. | 105,572 | $4.54M | 0.1% | +23.1% | 0.215% | |
2/10/2023 | Resolute Advisors LLC | 20,263 | $867K | 0.1% | +1.7% | 0.041% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 9,125 | $390K | 0.0% | -16.2% | 0.019% | |
2/7/2023 | Family Firm Inc. | 5,311 | $227K | 0.1% | -19.7% | 0.011% | |
2/7/2023 | Israel Discount Bank of New York | 54,343 | $2.33M | 2.0% | -9.0% | 0.111% | |
2/2/2023 | Congress Wealth Management LLC DE | 629,254 | $26.93M | 0.7% | -1.6% | 1.328% | |
1/31/2023 | Money Design Co. Ltd. | 555,315 | $23.76M | 1.8% | +7.8% | 1.179% | |
1/26/2023 | Next Level Private LLC | 15,182 | $672K | 0.5% | N/A | 0.032% | |
1/19/2023 | Arlington Partners LLC | 3,509 | $150K | 0.0% | +220.5% | 0.007% | |
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1/18/2023 | Congress Asset Management Co. MA | 82,709 | $3.54M | 0.0% | -4.4% | 0.167% | |
1/13/2023 | Hexagon Capital Partners LLC | 12,546 | $537K | 0.2% | -7.9% | 0.026% | |
1/10/2023 | Cambridge Trust Co. | 2,685 | $115K | 0.0% | -26.7% | 0.005% | |
1/6/2023 | Massmutual Trust Co. FSB ADV | 21,327 | $913K | 0.0% | +11.7% | 0.043% | |
11/16/2022 | AFG Fiduciary Services Limited Partnership | 19,289 | $724K | 0.7% | -6.0% | 0.038% | |
11/15/2022 | Flow Traders U.S. LLC | 154,886 | $5.81M | 0.3% | -22.2% | 0.304% | |
11/14/2022 | Israel Discount Bank of New York | 59,737 | $2.24M | 1.9% | -3.5% | 0.117% | |
11/14/2022 | Elmwood Wealth Management Inc. | 74,436 | $2.79M | 1.4% | +5.3% | 0.146% | |
11/14/2022 | OLD Mission Capital LLC | 6,031 | $226K | 0.0% | -92.8% | 0.012% | |
11/14/2022 | MetLife Investment Management LLC | 11,842 | $426.65M | 1.7% | -7.2% | 0.023% | |