11/1/2024 | Atria Investments Inc | 32,445 | $1.69M | 0.0% | +3.3% | 0.137% | |
11/1/2024 | First Personal Financial Services | 186,322 | $9.71M | 2.1% | -3.6% | 0.788% | |
11/1/2024 | Assetmark Inc. | 94,134 | $4.90M | 0.0% | -2.4% | 0.398% | |
10/29/2024 | Innealta Capital LLC | 15,032 | $783K | 0.3% | +10,637.1% | 0.064% | |
10/25/2024 | WestEnd Advisors LLC | 1,403 | $73K | 0.0% | +22.5% | 0.006% | |
10/25/2024 | Trajan Wealth LLC | 236,002 | $12.30M | 0.7% | +1.5% | 0.999% | |
|
10/24/2024 | Richardson Financial Services Inc. | 3,135 | $153K | 0.1% | +17.8% | 0.013% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 7,844 | $409K | 0.0% | +9.3% | 0.033% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 46,700 | $2.45M | 0.0% | N/A | 0.198% | |
10/23/2024 | Allworth Financial LP | 1,331 | $69K | 0.0% | -21.8% | 0.006% | |
10/22/2024 | Pictet North America Advisors SA | 75,081 | $3.91M | 0.4% | -5.5% | 0.318% | |
10/21/2024 | Bellecapital International Ltd. | 3,855 | $201K | 0.0% | -29.6% | 0.016% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 1,125,564 | $58.64M | 0.1% | +9.4% | 4.763% | |
10/18/2024 | Friedenthal Financial | 2,267 | $118K | 0.1% | N/A | 0.010% | |
10/16/2024 | Vontobel Holding Ltd. | 643,110 | $33.51M | 0.1% | -0.8% | 2.722% | |
10/16/2024 | Proquility Private Wealth Partners LLC | 26,411 | $1.38M | 0.4% | -23.6% | 0.112% | |
10/11/2024 | Creative Planning | 38,300 | $2.00M | 0.0% | -3.0% | 0.162% | |
10/11/2024 | CX Institutional | 284,459 | $14.82M | 0.7% | -5.4% | 1.204% | |
10/11/2024 | Polianta Ltd | 230,600 | $12.01M | 5.6% | N/A | 0.976% | |
10/11/2024 | Compagnie Lombard Odier SCmA | 24,307 | $1.27M | 0.0% | +2.5% | 0.103% | |
10/11/2024 | Ameliora Wealth Management Ltd. | 32,888 | $1.71M | 0.7% | +1.3% | 0.139% | |
10/9/2024 | Clarius Group LLC | 3,953 | $206K | 0.0% | N/A | 0.017% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 21,956 | $1.14M | 0.1% | +1.1% | 0.093% | |
10/3/2024 | Marotta Asset Management | 12,910 | $673K | 0.1% | +2.9% | 0.055% | |
10/2/2024 | Boltwood Capital Management | 4,125 | $215K | 0.1% | N/A | 0.017% | |
9/5/2024 | Sanctuary Advisors LLC | 32,738 | $1.50M | 0.0% | N/A | 0.139% | |
8/22/2024 | Cetera Investment Advisers | 93,177 | $4.49M | 0.0% | -2.1% | 0.394% | |
8/16/2024 | Creative Planning | 39,499 | $1.90M | 0.0% | +3.3% | 0.167% | |
8/14/2024 | Bank of Montreal Can | 21,500 | $1.05M | 0.0% | -3.8% | 0.091% | |
8/14/2024 | DRW Securities LLC | 20,515 | $989K | 0.0% | N/A | 0.087% | |
8/12/2024 | Richardson Financial Services Inc. | 2,662 | $128K | 0.1% | -8.9% | 0.011% | |
8/12/2024 | Hsbc Holdings PLC | 38,239 | $1.84M | 0.0% | +60.4% | 0.162% | |
8/9/2024 | Lmcg Investments LLC | 22,391 | $1.08M | 0.1% | -1.3% | 0.095% | |
8/8/2024 | Envestnet Asset Management Inc. | 139,844 | $6.74M | 0.0% | -3.9% | 0.592% | |
8/8/2024 | Idaho Trust Bank | 31,388 | $1.51M | 0.8% | N/A | 0.133% | |
8/6/2024 | Mount Lucas Management LP | 14,674 | $707K | 0.2% | -7.2% | 0.062% | |
8/1/2024 | Rhumbline Advisers | 7,430 | $358K | 0.0% | +17.7% | 0.031% | |
7/31/2024 | Banque Cantonale Vaudoise | 9,925 | $478K | 0.0% | -41.3% | 0.042% | |
7/30/2024 | First Personal Financial Services | 193,316 | $9.32M | 2.1% | +1.7% | 0.818% | |
7/29/2024 | WestEnd Advisors LLC | 1,145 | $55K | 0.0% | N/A | 0.005% | |
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7/29/2024 | Banco Santander S.A. | 18,622 | $898K | 0.0% | -2.8% | 0.079% | |
7/27/2024 | Trajan Wealth LLC | 232,468 | $11.21M | 0.7% | -0.7% | 0.984% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 1,029,155 | $49.62M | 0.1% | -1.2% | 4.355% | |
7/25/2024 | Catalyst Capital Advisors LLC | 483,491 | $23.31M | 0.5% | -0.3% | 2.046% | |
7/25/2024 | Banque Pictet & Cie SA | 16,000 | $771K | 0.0% | +66.7% | 0.068% | |
7/25/2024 | Pictet North America Advisors SA | 79,457 | $3.83M | 0.4% | +162.5% | 0.336% | |
7/24/2024 | &PARTNERS | 22,254 | $1.07M | 0.0% | N/A | 0.094% | |
7/19/2024 | Bellecapital International Ltd. | 5,479 | $264K | 0.1% | +25.6% | 0.023% | |
7/16/2024 | Ameliora Wealth Management Ltd. | 32,457 | $1.57M | 0.7% | +129.6% | 0.137% | |
7/12/2024 | SG Americas Securities LLC | 5,638 | $272K | 0.0% | N/A | 0.024% | |
7/11/2024 | CX Institutional | 300,558 | $14.49M | 0.7% | +2.0% | 1.272% | |
7/2/2024 | Massmutual Trust Co. FSB ADV | 1,322 | $64K | 0.0% | +24.0% | 0.006% | |
5/29/2024 | Pathway Financial Advisers LLC | 1,736 | $83K | 0.0% | N/A | 0.007% | |
5/24/2024 | Cetera Advisors LLC | 13,527 | $644K | 0.0% | +20.7% | 0.057% | |
5/24/2024 | Cetera Investment Advisers | 95,139 | $4.53M | 0.0% | -48.7% | 0.403% | |
5/17/2024 | Comerica Bank | 2,514 | $120K | 0.0% | -25.2% | 0.011% | |
5/16/2024 | Jane Street Group LLC | 83,499 | $3.98M | 0.0% | N/A | 0.353% | |
5/15/2024 | Flow Traders U.S. LLC | 114,237 | $5.44M | 0.3% | -52.5% | 0.483% | |
5/10/2024 | Banco Santander S.A. | 19,164 | $912K | 0.0% | -21.9% | 0.081% | |
5/9/2024 | Hudson Value Partners LLC | 11,233 | $535K | 0.2% | +19.0% | 0.048% | |
5/8/2024 | Legacy Capital Group California Inc. | 15,076 | $718K | 0.3% | -3.1% | 0.064% | |
5/4/2024 | Richardson Financial Services Inc. | 2,922 | $139K | 0.1% | -76.1% | 0.013% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 21,945 | $1.05M | 0.1% | +1.5% | 0.099% | |
5/3/2024 | GSA Capital Partners LLP | 19,000 | $904K | 0.1% | +153.3% | 0.086% | |
5/3/2024 | Pictet North America Advisors SA | 30,269 | $1.44M | 0.2% | -26.2% | 0.137% | |
5/1/2024 | BNP Paribas Financial Markets | 3,587 | $171K | 0.0% | +157.5% | 0.016% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 46,700 | $2.22M | 0.0% | -72.9% | 0.211% | |
4/30/2024 | Allspring Global Investments Holdings LLC | 1,041,332 | $49.57M | 0.1% | -1.1% | 4.706% | |
4/27/2024 | Millburn Ridgefield Corp | 484,989 | $23.09M | 0.6% | +3.7% | 2.192% | |
4/26/2024 | First Personal Financial Services | 190,076 | $9.05M | 2.1% | +5.8% | 0.859% | |
4/23/2024 | Global Retirement Partners LLC | 5,770 | $275K | 0.0% | -7.3% | 0.026% | |
4/19/2024 | GenTrust LLC | 22,410 | $1.07M | 0.1% | -7.2% | 0.082% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 1,041,332 | $49.57M | 0.1% | -1.1% | 3.821% | |
4/16/2024 | Ameliora Wealth Management Ltd. | 14,134 | $673K | 0.3% | +6.3% | 0.052% | |
4/11/2024 | Contravisory Investment Management Inc. | 15,250 | $726K | 0.2% | -3.1% | 0.056% | |
4/10/2024 | Banque Cantonale Vaudoise | 16,902 | $805K | 0.0% | -2.0% | 0.062% | |
4/10/2024 | Polianta Ltd | 302,700 | $14.41M | 7.0% | N/A | 1.111% | |
4/2/2024 | Marotta Asset Management | 12,878 | $613K | 0.1% | -8.3% | 0.047% | |
3/22/2024 | PNC Financial Services Group Inc. | 23,426 | $1.13M | 0.0% | -5.6% | 0.086% | |
3/5/2024 | Fisher Asset Management LLC | 53,045 | $2.56M | 0.0% | +84.3% | 0.195% | |
3/4/2024 | Richardson Financial Services Inc. | 12,218 | $590K | 0.5% | N/A | 0.045% | |
2/26/2024 | Syon Capital LLC | 158,277 | $7.64M | 0.7% | -38.3% | 0.581% | |
2/14/2024 | EHP Funds Inc. | 11,000 | $531K | 0.2% | N/A | 0.040% | |
2/14/2024 | Connectus Wealth LLC | 4,985 | $241K | 0.0% | +7.7% | 0.018% | |
2/13/2024 | 1607 Capital Partners LLC | 1,335,558 | $64.47M | 4.5% | +4.9% | 4.901% | |
2/12/2024 | Innealta Capital LLC | 60,752 | $2.93M | 1.3% | -0.5% | 0.223% | |
2/12/2024 | TD Asset Management Inc | 802,295 | $38.73M | 0.0% | -42.4% | 2.944% | |
2/12/2024 | Proquility Private Wealth Partners LLC | 34,016 | $1.64M | 0.6% | -44.9% | 0.125% | |
2/12/2024 | Hsbc Holdings PLC | 25,506 | $1.23M | 0.0% | -26.0% | 0.094% | |
2/12/2024 | Hudson Value Partners LLC | 9,436 | $455K | 0.2% | +11.1% | 0.035% | |
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2/9/2024 | Assetmark Inc. | 860,849 | $41.55M | 0.2% | -1.3% | 3.159% | |
2/9/2024 | Trexquant Investment LP | 7,816 | $377K | 0.0% | N/A | 0.029% | |
2/9/2024 | Corient Private Wealth LLC | 11,634 | $562K | 0.0% | +23.1% | 0.043% | |
2/9/2024 | UBS Group AG | 285,108 | $13.76M | 0.0% | +8.9% | 1.046% | |
2/9/2024 | PNC Financial Services Group Inc. | 23,426 | $1.13M | 0.0% | -5.6% | 0.086% | |
2/8/2024 | Legacy Capital Group California Inc. | 15,561 | $751K | 0.3% | +6.4% | 0.057% | |
2/7/2024 | Mount Lucas Management LP | 15,330 | $740K | 0.2% | +34.5% | 0.056% | |
2/6/2024 | Idaho Trust Bank | 36,956 | $1.78M | 1.0% | +4.4% | 0.136% | |
2/6/2024 | Ifrah Financial Services Inc. | 4,966 | $240K | 0.1% | -5.1% | 0.018% | |
2/6/2024 | Millburn Ridgefield Corp | 467,504 | $22.57M | 0.7% | -12.5% | 1.716% | |