3/17/2025 | Wealth Enhancement Advisory Services LLC | 14,130 | $209K | 0.0% | N/A | 0.161% | |
2/17/2025 | Cetera Investment Advisers | 17,818 | $264K | 0.0% | -82.6% | 0.149% | |
2/17/2025 | Bank of America Corp DE | 283,469 | $4.20M | 0.0% | -13.2% | 2.372% | |
2/17/2025 | Ameriprise Financial Inc. | 11,346 | $168K | 0.0% | -38.4% | 0.095% | |
2/14/2025 | Jane Street Group LLC | 136,191 | $2.02M | 0.0% | +159.2% | 1.140% | |
2/14/2025 | Two Sigma Securities LLC | 12,300 | $182K | 0.0% | N/A | 0.103% | |
2/14/2025 | Susquehanna International Group LLP | 109,591 | $1.62M | 0.0% | +977.4% | 0.917% | |
2/14/2025 | Stifel Financial Corp | 84,337 | $1.25M | 0.0% | +6.0% | 0.706% | |
2/13/2025 | Mariner LLC | 17,323 | $256K | 0.0% | -5.2% | 0.145% | |
2/13/2025 | Raymond James Financial Inc. | 34,652 | $513K | 0.0% | N/A | 0.290% | |
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2/13/2025 | Envestnet Asset Management Inc. | 11,845 | $175K | 0.0% | +7.5% | 0.099% | |
2/13/2025 | Wedbush Securities Inc. | 10,026 | $148K | 0.0% | -27.6% | 0.084% | |
2/13/2025 | Wells Fargo & Company MN | 81,432 | $1.21M | 0.0% | -3.7% | 0.681% | |
2/12/2025 | National Bank of Canada FI | 2,731 | $40K | 0.0% | -53.2% | 0.023% | |
2/11/2025 | LPL Financial LLC | 248,427 | $3.68M | 0.0% | +38.2% | 2.079% | |
2/10/2025 | Picton Mahoney Asset Management | 2,000 | $30K | 0.0% | -77.8% | 0.017% | |
2/10/2025 | Commonwealth Equity Services LLC | 68,326 | $1.01M | 0.0% | -5.0% | 0.572% | |
2/7/2025 | HighTower Advisors LLC | 13,215 | $196K | 0.0% | -9.2% | 0.111% | |
2/7/2025 | PNC Financial Services Group Inc. | 3,437 | $51K | 0.0% | -64.0% | 0.029% | |
2/6/2025 | Raymond James Financial Inc. | 34,652 | $513K | 0.0% | N/A | 0.290% | |
2/5/2025 | SRS Capital Advisors Inc. | 47,754 | $707K | 0.0% | +9.5% | 0.400% | |
2/5/2025 | US Bancorp DE | 9,509 | $141K | 0.0% | -6.8% | 0.080% | |
1/28/2025 | Ledyard National Bank | 62,371 | $923K | 0.1% | -4.0% | 0.522% | |
1/27/2025 | Hager Investment Management Services LLC | 2,765 | $41K | 0.0% | N/A | 0.023% | |
1/23/2025 | Money Design Co. Ltd. | 144,180 | $2.14M | 0.1% | -8.9% | 1.207% | |
1/22/2025 | PFG Investments LLC | 25,254 | $374K | 0.0% | -10.2% | 0.211% | |
1/17/2025 | Traphagen Investment Advisors LLC | 10,378 | $154K | 0.0% | -11.0% | 0.087% | |
1/16/2025 | Perkins Coie Trust Co | 53,420 | $791K | 0.2% | -27.2% | 0.447% | |
1/15/2025 | Ameritas Advisory Services LLC | 113,673 | $1.68M | 0.1% | -55.4% | 0.951% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 12,253 | $181K | 0.0% | N/A | 0.103% | |
12/26/2024 | JPMorgan Chase & Co. | 2,000 | $36K | 0.0% | +5,163.2% | 0.017% | |
11/15/2024 | Jane Street Group LLC | 52,541 | $948K | 0.0% | -69.4% | 0.440% | |
11/15/2024 | Stifel Financial Corp | 79,551 | $1.44M | 0.0% | +7.0% | 0.666% | |
11/12/2024 | Larson Financial Group LLC | 4,386 | $79K | 0.0% | -14.8% | 0.037% | |
11/6/2024 | Oppenheimer Asset Management Inc. | 17,380 | $314K | 0.0% | -6.4% | 0.145% | |
10/30/2024 | Ameritas Advisory Services LLC | 254,654 | $4.60M | 0.2% | -32.5% | 2.131% | |
10/24/2024 | PFG Investments LLC | 28,136 | $508K | 0.0% | +6.0% | 0.235% | |
10/23/2024 | Allworth Financial LP | 2,503 | $45K | 0.0% | -27.2% | 0.021% | |
10/23/2024 | Elwood & Goetz Wealth Advisory Group LLC | 11,203 | $202K | 0.1% | +5.9% | 0.094% | |
10/22/2024 | Private Advisor Group LLC | 11,247 | $203K | 0.0% | -9.1% | 0.094% | |
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10/21/2024 | Ledyard National Bank | 64,978 | $1.17M | 0.1% | -1.7% | 0.544% | |
10/16/2024 | Tsfg LLC | 5,500 | $99K | 0.0% | N/A | 0.046% | |
10/9/2024 | Money Design Co. Ltd. | 158,345 | $2.86M | 0.1% | -19.1% | 1.325% | |
10/8/2024 | CWM LLC | 13,231 | $239K | 0.0% | -5.3% | 0.111% | |
10/8/2024 | Perkins Coie Trust Co | 73,426 | $1.33M | 0.3% | -1.2% | 0.614% | |
8/22/2024 | Cetera Investment Advisers | 175,645 | $2.85M | 0.0% | +0.4% | 1.470% | |
8/14/2024 | Bank of Montreal Can | 76,253 | $1.34M | 0.0% | +6,389.6% | 0.638% | |
8/8/2024 | Oppenheimer Asset Management Inc. | 18,571 | $301K | 0.0% | +21.7% | 0.155% | |
8/7/2024 | PFG Investments LLC | 26,547 | $430K | 0.0% | -7.1% | 0.222% | |
8/5/2024 | Florin Court Capital LLP | 39,031 | $633K | 0.9% | N/A | 0.327% | |
8/2/2024 | Larson Financial Group LLC | 5,146 | $83K | 0.0% | +123.1% | 0.043% | |
7/30/2024 | Elwood & Goetz Wealth Advisory Group LLC | 10,575 | $171K | 0.0% | N/A | 0.088% | |
7/29/2024 | Ameritas Advisory Services LLC | 377,089 | $6.11M | 0.2% | +3.1% | 3.156% | |
7/15/2024 | Perkins Coie Trust Co | 74,339 | $1.20M | 0.3% | -22.2% | 0.622% | |
5/24/2024 | Cetera Advisors LLC | 160,699 | $2.48M | 0.0% | N/A | 1.345% | |
5/24/2024 | Cetera Investment Advisers | 174,942 | $2.70M | 0.0% | +7.6% | 1.464% | |
5/16/2024 | Jane Street Group LLC | 392,037 | $6.05M | 0.0% | +142.3% | 3.281% | |
5/9/2024 | Picton Mahoney Asset Management | 4,000 | $62K | 0.0% | -37.5% | 0.033% | |
5/9/2024 | Ledyard National Bank | 71,492 | $1.10M | 0.1% | -9.6% | 0.598% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 15,263 | $235K | 0.0% | -14.2% | 0.128% | |
4/30/2024 | Commonwealth Equity Services LLC | 65,238 | $1.01M | 0.0% | -10.1% | 0.535% | |
4/23/2024 | Fifth Third Bancorp | 9,956 | $154K | 0.0% | -21.3% | 0.082% | |
4/22/2024 | PFG Investments LLC | 28,565 | $440K | 0.0% | +8.8% | 0.234% | |
3/8/2024 | Trust Co. of Vermont | 9,427 | $155K | 0.0% | -31.0% | 0.066% | |
2/6/2024 | Picton Mahoney Asset Management | 6,400 | $105K | 0.0% | -37.3% | 0.045% | |
2/6/2024 | Peregrine Asset Advisers Inc. | 10,229 | $169K | 0.1% | -6.7% | 0.072% | |
2/6/2024 | Private Advisor Group LLC | 12,856 | $212K | 0.0% | N/A | 0.090% | |
2/6/2024 | SRS Capital Advisors Inc. | 18,206 | $300K | 0.0% | +239.3% | 0.127% | |
2/5/2024 | Ledyard National Bank | 79,056 | $1.30M | 0.1% | -3.2% | 0.553% | |
2/2/2024 | Gould Asset Management LLC CA | 12,990 | $214K | 0.1% | +7.0% | 0.091% | |
2/1/2024 | Parkside Financial Bank & Trust | 8,900 | $147K | 0.0% | N/A | 0.062% | |
1/29/2024 | Cook Wealth Management Group LLC | 14,591 | $225K | 0.1% | -23.7% | 0.102% | |
1/29/2024 | Money Design Co. Ltd. | 296,272 | $4.88M | 0.3% | -24.1% | 2.072% | |
1/24/2024 | International Assets Investment Management LLC | 18,820 | $310K | 0.0% | N/A | 0.132% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 24,566 | $405K | 0.0% | -5.5% | 0.172% | |
1/16/2024 | Raymond James & Associates | 28,692 | $473K | 0.0% | -11.0% | 0.201% | |
1/9/2024 | Perkins Coie Trust Co | 95,962 | $1.58M | 0.4% | +3.6% | 0.671% | |
11/15/2023 | Baker Avenue Asset Management LP | 2,840 | $41K | 0.0% | N/A | 0.020% | |
11/15/2023 | SRS Capital Advisors Inc. | 5,365 | $78K | 0.0% | +54.2% | 0.038% | |
11/13/2023 | Kestra Advisory Services LLC | 27,056 | $392K | 0.0% | +3.6% | 0.189% | |
11/9/2023 | UBS Group AG | 177,815 | $2.58M | 0.0% | -19.4% | 1.243% | |
11/8/2023 | Oppenheimer Asset Management Inc. | 15,151 | $220K | 0.0% | +20.1% | 0.106% | |
11/8/2023 | Stonebridge Financial Planning Group LLC | 17,255 | $250K | 0.2% | -19.2% | 0.121% | |
11/6/2023 | PFG Investments LLC | 26,094 | $378K | 0.1% | -2.6% | 0.182% | |
11/4/2023 | NBC Securities Inc. | 2,864 | $41K | 0.0% | N/A | 0.020% | |
10/31/2023 | Peregrine Asset Advisers Inc. | 10,967 | $159K | 0.1% | N/A | 0.077% | |
10/31/2023 | Cook Wealth Management Group LLC | 19,122 | $258K | 0.2% | +55.8% | 0.134% | |
10/31/2023 | Fifth Third Bancorp | 13,155 | $191K | 0.0% | +25.8% | 0.092% | |
10/30/2023 | Money Design Co. Ltd. | 390,281 | $5.66M | 0.3% | -8.8% | 2.729% | |
10/27/2023 | Dunhill Financial LLC | 62,211 | $884K | 0.6% | +18.4% | 0.435% | |
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10/24/2023 | Raymond James Financial Services Advisors Inc. | 26,009 | $377K | 0.0% | +19.2% | 0.182% | |
10/24/2023 | Raymond James & Associates | 32,227 | $467K | 0.0% | -2.6% | 0.225% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 18,663 | $270K | 0.0% | -11.3% | 0.131% | |
10/23/2023 | Commonwealth Equity Services LLC | 94,484 | $1.37M | 0.0% | -8.3% | 0.661% | |
10/12/2023 | WealthOne LLC | 15,579 | $226K | 0.1% | -20.4% | 0.109% | |
10/11/2023 | Perkins Coie Trust Co | 92,595 | $1.34M | 0.4% | +3.6% | 0.648% | |
8/23/2023 | Dunhill Financial LLC | 52,526 | $918K | 0.6% | N/A | 0.367% | |
8/15/2023 | BlueCrest Capital Management Ltd | 27,295 | $477K | 0.0% | N/A | 0.191% | |
8/11/2023 | Kestra Advisory Services LLC | 26,110 | $456K | 0.0% | +5.6% | 0.183% | |
8/10/2023 | Elmwood Wealth Management Inc. | 52,896 | $924K | 0.4% | -2.9% | 0.370% | |