10/29/2024 | Innealta Capital LLC | 37,035 | $1.44M | 0.6% | -68.6% | 0.327% | |
10/28/2024 | Strategic Financial Partners Ltd. | 39,975 | $1.56M | 0.8% | +4.4% | 0.353% | |
10/28/2024 | CacheTech Inc. | 223,427 | $8.71M | 1.9% | +8.7% | 1.972% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 5,700 | $225K | 0.0% | N/A | 0.050% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 170,111 | $6.63M | 1.0% | +6.4% | 1.501% | |
10/3/2024 | SG Americas Securities LLC | 20,144 | $785K | 0.0% | -59.3% | 0.178% | |
|
9/5/2024 | Sanctuary Advisors LLC | 5,962 | $222K | 0.0% | N/A | 0.053% | |
8/21/2024 | Granite Bay Wealth Management LLC | 36,600 | $1.35M | 0.0% | N/A | 0.323% | |
8/16/2024 | Sepio Capital LP | 84,630 | $3.03M | 0.3% | -11.3% | 0.747% | |
8/15/2024 | The Manufacturers Life Insurance Company | 140,106 | $5.02M | 0.0% | N/A | 1.237% | |
8/14/2024 | HITE Hedge Asset Management LLC | 267,629 | $9.59M | 0.9% | N/A | 2.362% | |
8/14/2024 | Marshall Wace LLP | 47,524 | $1.70M | 0.0% | N/A | 0.419% | |
8/13/2024 | Thrivent Financial for Lutherans | 148,619 | $5.33M | 0.0% | +1.6% | 1.312% | |
8/8/2024 | Idaho Trust Bank | 19,975 | $716K | 0.4% | N/A | 0.176% | |
8/6/2024 | Mount Lucas Management LP | 18,632 | $668K | 0.2% | -10.3% | 0.164% | |
8/2/2024 | Foundations Investment Advisors LLC | 24,004 | $861K | 0.0% | N/A | 0.212% | |
8/1/2024 | Rhumbline Advisers | 6,180 | $222K | 0.0% | +7.9% | 0.055% | |
7/31/2024 | Nilsine Partners LLC | 56,984 | $2.04M | 0.3% | +1.0% | 0.503% | |
7/29/2024 | Innealta Capital LLC | 117,827 | $4.22M | 1.4% | +131.9% | 1.040% | |
7/26/2024 | Park Edge Advisors LLC | 7,604 | $273K | 0.1% | N/A | 0.067% | |
7/26/2024 | Bank of New York Mellon Corp | 8,672 | $311K | 0.0% | +25.5% | 0.077% | |
7/26/2024 | AlphaCentric Advisors LLC | 2,801 | $100K | 0.1% | -9.3% | 0.025% | |
7/24/2024 | Family Firm Inc. | 4,451 | $160K | 0.0% | N/A | 0.039% | |
7/24/2024 | Strategic Financial Partners Ltd. | 38,296 | $1.37M | 0.8% | +9.2% | 0.338% | |
7/23/2024 | NewSquare Capital LLC | 36,893 | $1.32M | 0.1% | -9.9% | 0.326% | |
7/22/2024 | Onyx Bridge Wealth Group LLC | 159,944 | $5.73M | 0.9% | +4.8% | 1.412% | |
7/22/2024 | Legacy Capital Group California Inc. | 23,027 | $826K | 0.3% | +4.2% | 0.203% | |
7/16/2024 | EWG Elevate Inc. | 18,009 | $646K | 0.2% | -12.3% | 0.159% | |
7/15/2024 | Granite Bay Wealth Management LLC | 36,600 | $1.35M | 0.0% | N/A | 0.323% | |
7/12/2024 | SG Americas Securities LLC | 49,492 | $1.77M | 0.0% | -1.3% | 0.437% | |
7/10/2024 | Contravisory Investment Management Inc. | 23,275 | $834K | 0.2% | +4.1% | 0.205% | |
5/20/2024 | Adams Wealth Management | 199,405 | $7.52M | 1.8% | N/A | 1.760% | |
5/16/2024 | Jane Street Group LLC | 633,020 | $23.88M | 0.0% | +273.3% | 5.587% | |
5/15/2024 | Flow Traders U.S. LLC | 453,486 | $17.11M | 0.9% | +7,557.6% | 4.003% | |
5/13/2024 | Hilltop Partners LLC | 8,371 | $316K | 0.1% | -7.0% | 0.074% | |
5/8/2024 | Legacy Capital Group California Inc. | 22,108 | $834K | 0.3% | N/A | 0.195% | |
5/7/2024 | Concurrent Investment Advisors LLC | 21,178 | $799K | 0.0% | N/A | 0.187% | |
5/7/2024 | SG Americas Securities LLC | 50,164 | $1.89M | 0.0% | N/A | 0.443% | |
5/1/2024 | BNP Paribas Financial Markets | 4,628 | $175K | 0.0% | +93.7% | 0.041% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 73,900 | $2.79M | 0.0% | +291.0% | 0.652% | |
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4/29/2024 | Onyx Bridge Wealth Group LLC | 152,670 | $5.69M | 1.0% | N/A | 1.347% | |
4/29/2024 | RWA Wealth Partners LLC | 5,677 | $214K | 0.0% | -4.8% | 0.050% | |
4/23/2024 | Global Retirement Partners LLC | 4,194 | $158K | 0.0% | +21.6% | 0.037% | |
4/22/2024 | Nilsine Partners LLC | 56,423 | $2.13M | 0.3% | -62.3% | 0.498% | |
4/11/2024 | Contravisory Investment Management Inc. | 22,356 | $843K | 0.2% | N/A | 0.200% | |
4/10/2024 | EWG Elevate Inc. | 20,528 | $774K | 0.3% | -10.3% | 0.184% | |
2/13/2024 | Tower Research Capital LLC TRC | 1,098 | $37K | 0.0% | +5,678.9% | 0.010% | |
2/12/2024 | Innealta Capital LLC | 50,809 | $1.72M | 0.8% | -13.6% | 0.454% | |
2/9/2024 | Sepio Capital LP | 95,244 | $3.23M | 0.3% | -35.9% | 0.852% | |
2/9/2024 | UBS Group AG | 189,788 | $6.44M | 0.0% | +18.3% | 1.698% | |
2/8/2024 | Moran Wealth Management LLC | 234,471 | $7.96M | 0.3% | N/A | 2.097% | |
2/7/2024 | Mount Lucas Management LP | 21,810 | $740K | 0.2% | -4.9% | 0.195% | |
2/1/2024 | NewSquare Capital LLC | 163,743 | $5.56M | 0.5% | +242.2% | 1.465% | |
2/1/2024 | RWA Wealth Partners LLC | 5,961 | $202K | 0.0% | N/A | 0.053% | |
2/1/2024 | Tradewinds Capital Management LLC | 1,536 | $52K | 0.0% | -99.8% | 0.014% | |
1/30/2024 | Desjardins Global Asset Management Inc. | 15,772 | $535K | 0.1% | +8.6% | 0.141% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 18,900 | $641K | 0.0% | N/A | 0.169% | |
1/24/2024 | Nilsine Partners LLC | 149,466 | $5.07M | 0.8% | +1.5% | 1.337% | |
1/23/2024 | DAVENPORT & Co LLC | 24,300 | $824K | 0.0% | -6.3% | 0.217% | |
1/18/2024 | Global Retirement Partners LLC | 3,448 | $115K | 0.0% | +229.6% | 0.031% | |
1/9/2024 | EWG Elevate Inc. | 22,878 | $776K | 0.3% | -16.4% | 0.205% | |
11/16/2023 | American Trust | 106,342 | $3.24M | 0.3% | N/A | 0.951% | |
11/13/2023 | LPL Financial LLC | 274,445 | $8.35M | 0.0% | N/A | 2.455% | |
11/9/2023 | UBS Group AG | 160,453 | $4.88M | 0.0% | +2.9% | 1.435% | |
11/8/2023 | HighTower Advisors LLC | 59,446 | $1.81M | 0.0% | +0.9% | 0.532% | |
11/8/2023 | Idaho Trust Bank | 19,027 | $579K | 0.4% | +2.4% | 0.170% | |
11/8/2023 | Shayne & Jacobs LLC | 14,556 | $443K | 0.1% | -7.6% | 0.130% | |
11/8/2023 | Pathstone Family Office LLC | 58,098 | $1.77M | 0.0% | -72.1% | 0.520% | |
11/8/2023 | Sepio Capital LP | 148,562 | $4.52M | 0.4% | +1.4% | 1.329% | |
11/8/2023 | Atria Wealth Solutions Inc. | 39,005 | $1.19M | 0.0% | -38.4% | 0.349% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 14,537 | $442K | 0.0% | N/A | 0.130% | |
11/3/2023 | NewSquare Capital LLC | 47,856 | $1.46M | 0.2% | -71.8% | 0.428% | |
11/1/2023 | Nilsine Partners LLC | 147,261 | $4.48M | 0.7% | +1.7% | 1.317% | |
10/30/2023 | Tradewinds Capital Management LLC | 829,876 | $25.25M | 8.6% | N/A | 7.423% | |
10/23/2023 | Commonwealth Equity Services LLC | 11,463 | $349K | 0.0% | -4.0% | 0.103% | |
10/13/2023 | SG Americas Securities LLC | 15,233 | $463K | 0.0% | +3.6% | 0.136% | |
10/13/2023 | Global Retirement Partners LLC | 1,046 | $31K | 0.0% | N/A | 0.009% | |
10/11/2023 | Polaris Wealth Advisory Group LLC | 24,771 | $754K | 0.1% | -5.4% | 0.222% | |
10/10/2023 | EWG Elevate Inc. | 27,354 | $832K | 0.4% | N/A | 0.245% | |
8/22/2023 | Idaho Trust Bank | 18,588 | $592K | 0.4% | N/A | 0.166% | |
8/14/2023 | Innealta Capital LLC | 58,786 | $1.87M | 0.7% | +118.5% | 0.526% | |
8/14/2023 | MML Investors Services LLC | 173,729 | $5.53M | 0.0% | -4.5% | 1.554% | |
8/14/2023 | Mount Lucas Management LP | 24,124 | $768K | 0.3% | -1.5% | 0.216% | |
8/14/2023 | Thrivent Financial for Lutherans | 440,371 | $13.82M | 0.0% | +11.8% | 3.939% | |
8/11/2023 | Cibc World Market Inc. | 267,982 | $8.53M | 0.0% | -10.6% | 2.397% | |
8/11/2023 | Natixis | 261,739 | $8.33M | 0.1% | N/A | 2.341% | |
8/9/2023 | Flow Traders U.S. LLC | 184,809 | $5.88M | 0.3% | N/A | 1.653% | |
8/8/2023 | Catalyst Capital Advisors LLC | 175,933 | $5.60M | 0.2% | -0.5% | 1.737% | |
8/8/2023 | AlphaCentric Advisors LLC | 4,174 | $133K | 0.1% | -12.2% | 0.041% | |
8/8/2023 | Sepio Capital LP | 146,514 | $4.66M | 0.4% | +43.3% | 1.446% | |
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8/7/2023 | Polaris Wealth Advisory Group LLC | 26,187 | $834K | 0.1% | +2.3% | 0.259% | |
8/7/2023 | Desjardins Global Asset Management Inc. | 17,323 | $551K | 0.1% | +733.2% | 0.171% | |
8/4/2023 | Envestnet Asset Management Inc. | 64,938 | $2.07M | 0.0% | -18.8% | 0.641% | |
8/3/2023 | Atria Wealth Solutions Inc. | 63,314 | $2.02M | 0.0% | -4.0% | 0.625% | |
8/3/2023 | NewSquare Capital LLC | 169,639 | $5.40M | 0.6% | N/A | 1.675% | |
8/2/2023 | Hilltop Partners LLC | 290,461 | $9.25M | 3.8% | +2.1% | 2.867% | |
8/2/2023 | Bank of Montreal Can | 87,003 | $2.77M | 0.0% | N/A | 0.859% | |
7/31/2023 | Mutual Advisors LLC | 141,881 | $4.52M | 0.2% | +155.1% | 1.401% | |
7/26/2023 | Fifth Third Bancorp | 1,409 | $45K | 0.0% | N/A | 0.014% | |
7/25/2023 | Onyx Bridge Wealth Group LLC | 191,850 | $6.11M | 1.5% | +5.2% | 1.894% | |