12/9/2024 | Forthright Family Wealth Advisory LLC | 6,765 | $243K | 0.1% | +11.6% | 0.009% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 5,366 | $201K | 0.0% | N/A | 0.007% | |
11/25/2024 | Sanctuary Advisors LLC | 42,030 | $1.48M | 0.0% | -5.7% | 0.054% | |
11/22/2024 | Eaton Financial Holdings Company LLC | 13,616 | $509K | 0.2% | N/A | 0.017% | |
11/15/2024 | Barclays PLC | 114,577 | $4.29M | 0.0% | -60.6% | 0.147% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 11,572 | $433K | 0.0% | +68.9% | 0.015% | |
|
11/15/2024 | MML Investors Services LLC | 86,611 | $3.24M | 0.0% | +1.4% | 0.111% | |
11/15/2024 | Insigneo Advisory Services LLC | 17,178 | $643K | 0.1% | -30.3% | 0.022% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 249,058 | $9.33M | 0.1% | -1.9% | 0.319% | |
11/15/2024 | Stifel Financial Corp | 26,049 | $974K | 0.0% | +101.9% | 0.033% | |
11/15/2024 | Quantinno Capital Management LP | 15,974 | $598K | 0.0% | +26.5% | 0.020% | |
11/15/2024 | Integrated Wealth Concepts LLC | 49,247 | $1.84M | 0.0% | +6.0% | 0.063% | |
11/15/2024 | HighTower Advisors LLC | 345,260 | $12.92M | 0.0% | +1.6% | 0.443% | |
11/15/2024 | Arizona PSPRS Trust | 127,900 | $4.79M | 0.2% | N/A | 0.164% | |
11/14/2024 | Rockefeller Capital Management L.P. | 109,336 | $4.09M | 0.0% | +1.9% | 0.140% | |
11/13/2024 | BNP Paribas Financial Markets | 925 | $35K | 0.0% | -87.8% | 0.001% | |
11/13/2024 | FMR LLC | 4,195 | $157K | 0.0% | +16.8% | 0.005% | |
11/13/2024 | The Manufacturers Life Insurance Company | 157,095 | $5.88M | 0.0% | -0.5% | 0.201% | |
11/13/2024 | Bank of Montreal Can | 128,232 | $4.83M | 0.0% | +4,686.6% | 0.164% | |
11/13/2024 | Dai ichi Life Holdings Inc. | 28,700 | $1.08M | 1.3% | +1.4% | 0.037% | |
11/13/2024 | Dynamic Technology Lab Private Ltd | 15,665 | $586K | 0.1% | N/A | 0.020% | |
11/12/2024 | Citigroup Inc. | 325,848 | $12.19M | 0.0% | +237.3% | 0.418% | |
11/12/2024 | Valence8 US LP | 209,344 | $7.83M | 3.2% | -3.5% | 0.268% | |
11/7/2024 | Prospera Financial Services Inc | 178,317 | $6.67M | 0.2% | +80.7% | 0.229% | |
11/7/2024 | AMG National Trust Bank | 6,462 | $242K | 0.0% | -86.9% | 0.008% | |
11/7/2024 | Thrivent Financial for Lutherans | 130,229 | $4.87M | 0.0% | +15.4% | 0.167% | |
11/6/2024 | Mount Lucas Management LP | 20,232 | $757K | 0.3% | +2.0% | 0.026% | |
11/6/2024 | Oppenheimer & Co. Inc. | 5,679 | $212K | 0.0% | N/A | 0.007% | |
11/5/2024 | Private Wealth Advisors LLC | 133,167 | $4.97M | 1.9% | -4.9% | 0.171% | |
11/1/2024 | Oxbow Advisors LLC | 225,891 | $8.45M | 0.8% | +0.4% | 0.290% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 8,578 | $321K | 0.1% | +20.5% | 0.011% | |
10/31/2024 | Donald L. Hagan LLC | 7,157 | $268K | 0.1% | +16.5% | 0.009% | |
10/30/2024 | Millburn Ridgefield Corp | 1,677,481 | $62.76M | 1.6% | +8.0% | 2.151% | |
10/29/2024 | Innealta Capital LLC | 63,027 | $2.36M | 1.0% | -40.6% | 0.081% | |
10/29/2024 | Harbor Capital Advisors Inc. | 7,605 | $285K | 0.0% | +38.3% | 0.010% | |
10/29/2024 | Lmcg Investments LLC | 25,961 | $971K | 0.1% | +3.0% | 0.033% | |
10/28/2024 | Strategic Financial Partners Ltd. | 41,824 | $1.57M | 0.8% | +4.7% | 0.054% | |
10/28/2024 | Principal Securities Inc. | 399,740 | $14.95M | 0.4% | +5.2% | 0.512% | |
10/25/2024 | Trajan Wealth LLC | 203,090 | $7.60M | 0.4% | +1.3% | 0.260% | |
10/25/2024 | Barry Investment Advisors LLC | 33,574 | $1.26M | 0.4% | +3.0% | 0.043% | |
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10/24/2024 | Lunt Capital Management Inc. | 5,464 | $204K | 0.1% | N/A | 0.007% | |
10/24/2024 | GHP Investment Advisors Inc. | 266,828 | $9.98M | 0.5% | -57.1% | 0.342% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 86,400 | $3.26M | 0.0% | +8.8% | 0.111% | |
10/23/2024 | Legacy Capital Group California Inc. | 23,198 | $868K | 0.3% | +2.1% | 0.030% | |
10/22/2024 | Pictet North America Advisors SA | 83,981 | $3.14M | 0.3% | +8.9% | 0.108% | |
10/22/2024 | Signaturefd LLC | 17,309 | $648K | 0.0% | -5.5% | 0.022% | |
10/21/2024 | Whittier Trust Co. | 1,832 | $69K | 0.0% | +83.2% | 0.002% | |
10/21/2024 | Robinson Value Management Ltd. | 33,106 | $1.24M | 0.8% | -1.0% | 0.042% | |
10/18/2024 | Stratos Wealth Advisors LLC | 105,667 | $3.95M | 0.2% | +9.5% | 0.135% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 172,978 | $6.47M | 1.0% | +8.2% | 0.222% | |
10/16/2024 | Vontobel Holding Ltd. | 307,470 | $11.50M | 0.0% | -3.0% | 0.394% | |
10/11/2024 | Creative Planning | 140,118 | $5.24M | 0.0% | +2.5% | 0.180% | |
10/11/2024 | Polianta Ltd | 323,500 | $12.10M | 5.7% | -20.1% | 0.415% | |
10/11/2024 | Compagnie Lombard Odier SCmA | 45,929 | $1.72M | 0.0% | +25.8% | 0.059% | |
10/9/2024 | Contravisory Investment Management Inc. | 23,429 | $876K | 0.2% | +2.1% | 0.030% | |
10/8/2024 | CWM LLC | 3,260 | $122K | 0.0% | -63.1% | 0.004% | |
10/7/2024 | Miracle Mile Advisors LLC | 7,904 | $296K | 0.0% | N/A | 0.010% | |
10/3/2024 | SG Americas Securities LLC | 52,970 | $1.98M | 0.0% | -46.4% | 0.068% | |
10/2/2024 | Boltwood Capital Management | 9,050 | $339K | 0.1% | +11.0% | 0.012% | |
9/5/2024 | Sanctuary Advisors LLC | 44,584 | $1.55M | 0.0% | N/A | 0.057% | |
8/30/2024 | Creekside Partners | 23,863 | $832K | 0.5% | N/A | 0.031% | |
8/21/2024 | Truist Financial Corp | 19,062 | $665K | 0.0% | +39.1% | 0.024% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 6,232 | $217K | 0.0% | +10.6% | 0.008% | |
8/16/2024 | Creative Planning | 136,668 | $4.77M | 0.0% | +6.2% | 0.175% | |
8/15/2024 | The Manufacturers Life Insurance Company | 157,845 | $5.51M | 0.0% | -3.4% | 0.202% | |
8/15/2024 | Toronto Dominion Bank | 3,004 | $105K | 0.0% | +75,000.0% | 0.004% | |
8/14/2024 | Insigneo Advisory Services LLC | 24,632 | $849K | 0.1% | N/A | 0.032% | |
8/14/2024 | Marshall Wace LLP | 195,119 | $6.81M | 0.0% | N/A | 0.250% | |
8/14/2024 | Evergreen Capital Management LLC | 38,182 | $1.33M | 0.0% | -1.1% | 0.049% | |
8/13/2024 | Thrivent Financial for Lutherans | 112,888 | $3.94M | 0.0% | N/A | 0.145% | |
8/12/2024 | Hsbc Holdings PLC | 85,290 | $2.98M | 0.0% | +30.9% | 0.109% | |
8/9/2024 | Lmcg Investments LLC | 25,197 | $879K | 0.1% | -2.2% | 0.032% | |
8/9/2024 | Rathbones Group PLC | 241,605 | $8.43M | 0.0% | +5.3% | 0.310% | |
8/8/2024 | Envestnet Asset Management Inc. | 416,471 | $14.53M | 0.0% | -36.6% | 0.534% | |
8/8/2024 | Syntrinsic LLC | 1,885 | $66K | 0.0% | +37.0% | 0.002% | |
8/8/2024 | GHP Investment Advisors Inc. | 622,317 | $21.71M | 1.1% | +5.3% | 0.798% | |
8/8/2024 | Idaho Trust Bank | 80,435 | $2.81M | 1.4% | N/A | 0.103% | |
8/7/2024 | Hutchinson Capital Management CA | 27,187 | $948K | 0.2% | N/A | 0.035% | |
8/7/2024 | Prudential PLC | 27,000 | $942K | 0.0% | N/A | 0.035% | |
8/6/2024 | Mount Lucas Management LP | 19,838 | $692K | 0.2% | -12.2% | 0.025% | |
8/6/2024 | Valence8 US LP | 216,934 | $7.57M | 3.9% | +1.4% | 0.278% | |
8/6/2024 | Caprock Group LLC | 14,502 | $506K | 0.0% | +4.0% | 0.019% | |
8/6/2024 | Oxbow Advisors LLC | 224,925 | $7.85M | 0.9% | +1.3% | 0.288% | |
8/6/2024 | SVB Wealth LLC | 83,781 | $2.92M | 0.1% | -5.0% | 0.107% | |
8/2/2024 | Ferguson Shapiro LLC | 15,701 | $548K | 0.2% | N/A | 0.020% | |
7/31/2024 | Picton Mahoney Asset Management | 11,190 | $390K | 0.0% | -11.6% | 0.014% | |
7/31/2024 | Banque Cantonale Vaudoise | 2,897 | $102K | 0.0% | -61.9% | 0.004% | |
7/31/2024 | Commonwealth Equity Services LLC | 13,101 | $457K | 0.0% | +95.9% | 0.017% | |
7/31/2024 | Private Ocean LLC | 1,494 | $52K | 0.0% | N/A | 0.002% | |
7/30/2024 | Values Added Financial LLC | 5,760 | $201K | 0.1% | N/A | 0.007% | |
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7/30/2024 | Signaturefd LLC | 18,309 | $639K | 0.0% | -6.8% | 0.023% | |
7/29/2024 | Bricktown Capital LLC | 509,644 | $17.78M | 3.6% | N/A | 0.653% | |
7/29/2024 | Innealta Capital LLC | 106,191 | $3.70M | 1.2% | +25.1% | 0.136% | |
7/29/2024 | Whittier Trust Co. | 1,000 | $35K | 0.0% | -43.1% | 0.001% | |
7/27/2024 | Trajan Wealth LLC | 200,578 | $7.00M | 0.4% | -1.7% | 0.257% | |
7/26/2024 | Walkner Condon Financial Advisors LLC | 7,121 | $248K | 0.1% | -17.7% | 0.009% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 28,526 | $995K | 0.0% | -13.2% | 0.037% | |
7/26/2024 | Bank of New York Mellon Corp | 107,265 | $3.74M | 0.0% | -60.7% | 0.138% | |
7/26/2024 | AlphaCentric Advisors LLC | 2,994 | $104K | 0.1% | -10.9% | 0.004% | |
7/25/2024 | AMG National Trust Bank | 49,322 | $1.72M | 0.0% | +38.3% | 0.063% | |