11/18/2024 | Toronto Dominion Bank | 8,356 | $445K | 0.0% | -69.8% | 0.012% | |
11/18/2024 | Ashford Capital Management Inc. | 113,658 | $6.05M | 0.8% | -6.4% | 0.160% | |
11/15/2024 | Barclays PLC | 64,718 | $3.45M | 0.0% | -7.2% | 0.091% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 12,467 | $664K | 0.0% | N/A | 0.018% | |
11/15/2024 | MML Investors Services LLC | 123,474 | $6.57M | 0.0% | +6.4% | 0.174% | |
11/15/2024 | Orion Portfolio Solutions LLC | 4,510 | $240K | 0.0% | +10.9% | 0.006% | |
|
11/15/2024 | National Bank of Canada FI | 9,317 | $496K | 0.0% | -91.4% | 0.013% | |
11/15/2024 | State Street Corp | 60,840 | $3.24M | 0.0% | +2.6% | 0.086% | |
11/15/2024 | Stifel Financial Corp | 45,062 | $2.40M | 0.0% | +6.7% | 0.064% | |
11/15/2024 | Quantinno Capital Management LP | 33,776 | $1.80M | 0.0% | +5.0% | 0.048% | |
11/15/2024 | HighTower Advisors LLC | 27,448 | $1.46M | 0.0% | +13.9% | 0.039% | |
11/15/2024 | Benjamin Edwards Inc. | 9,594 | $511K | 0.0% | N/A | 0.014% | |
11/14/2024 | Circle Wealth Management LLC | 48,739 | $2.60M | 0.1% | -4.9% | 0.069% | |
11/14/2024 | Rockefeller Capital Management L.P. | 212,133 | $11.29M | 0.0% | +4.9% | 0.299% | |
11/13/2024 | BNP Paribas Financial Markets | 32,876 | $1.75M | 0.0% | -85.0% | 0.046% | |
11/13/2024 | FMR LLC | 6,222 | $331K | 0.0% | +9.2% | 0.009% | |
11/13/2024 | Bank of Montreal Can | 252,062 | $13.56M | 0.0% | -72.4% | 0.356% | |
11/13/2024 | Fisher Asset Management LLC | 394,135 | $20.98M | 0.0% | -6.4% | 0.556% | |
11/12/2024 | Kingsview Wealth Management LLC | 4,504 | $240K | 0.0% | +9.7% | 0.006% | |
11/12/2024 | Flagstar Advisors Inc. | 3,770 | $201K | 0.1% | N/A | 0.005% | |
11/12/2024 | Citigroup Inc. | 298,377 | $15.89M | 0.0% | -11.1% | 0.421% | |
11/8/2024 | Prospera Financial Services Inc | 17,966 | $956K | 0.0% | -79.8% | 0.025% | |
11/7/2024 | MAI Capital Management | 20,279 | $1.08M | 0.0% | -4.4% | 0.029% | |
11/6/2024 | OneDigital Investment Advisors LLC | 7,328 | $390K | 0.0% | +46.4% | 0.010% | |
11/5/2024 | Private Wealth Advisors LLC | 137,453 | $7.20M | 2.8% | +7.9% | 0.194% | |
11/4/2024 | Migdal Insurance & Financial Holdings Ltd. | 3,531 | $188K | 0.0% | +8.6% | 0.005% | |
11/4/2024 | Del Sette Capital Management LLC | 140,257 | $7.47M | 5.8% | -9.6% | 0.198% | |
11/4/2024 | Sigma Planning Corp | 71,422 | $3.80M | 0.1% | -13.3% | 0.101% | |
11/1/2024 | Assetmark Inc. | 792 | $42K | 0.0% | N/A | 0.001% | |
11/1/2024 | Able Wealth Management LLC | 4,933 | $263K | 0.2% | -28.3% | 0.007% | |
10/31/2024 | Concurrent Investment Advisors LLC | 4,151 | $221K | 0.0% | -40.2% | 0.006% | |
10/31/2024 | Family Asset Management LLC | 22,495 | $1.20M | 0.7% | -6.0% | 0.032% | |
10/30/2024 | MinichMacGregor Wealth Management LLC | 248,600 | $13.24M | 2.8% | +0.8% | 0.351% | |
10/29/2024 | GFS Advisors LLC | 145,658 | $7.76M | 1.6% | +4,235.1% | 0.206% | |
10/29/2024 | Farther Finance Advisors LLC | 923 | $49K | 0.0% | -27.4% | 0.001% | |
10/25/2024 | Golden State Equity Partners | 19,544 | $1.04M | 0.2% | +48.6% | 0.028% | |
10/24/2024 | Concord Wealth Partners | 36,605 | $1.95M | 0.3% | N/A | 0.052% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 26,500 | $1.43M | 0.0% | +12.3% | 0.037% | |
10/23/2024 | Financial Partners Group LLC | 5,308 | $283K | 0.1% | N/A | 0.007% | |
10/23/2024 | DORCHESTER WEALTH MANAGEMENT Co | 3,975 | $212K | 0.0% | -7.9% | 0.006% | |
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10/23/2024 | Global Assets Advisory LLC | 16,907 | $886K | 0.5% | N/A | 0.024% | |
10/22/2024 | Private Advisor Group LLC | 85,140 | $4.53M | 0.0% | -37.0% | 0.120% | |
10/21/2024 | Calton & Associates Inc. | 12,399 | $660K | 0.3% | -43.5% | 0.018% | |
10/21/2024 | Whittier Trust Co. of Nevada Inc. | 1,861 | $99K | 0.0% | N/A | 0.003% | |
10/21/2024 | Northwest Investment Counselors LLC | 1,164 | $62K | 0.0% | N/A | 0.002% | |
10/18/2024 | Precedent Wealth Partners LLC | 27,574 | $1.47M | 0.5% | +114.4% | 0.039% | |
10/16/2024 | Optimum Investment Advisors | 7,855 | $418K | 0.2% | -14.9% | 0.011% | |
10/16/2024 | Good Life Advisors LLC | 132,100 | $7.03M | 0.4% | +1.0% | 0.186% | |
10/16/2024 | Vontobel Holding Ltd. | 155,853 | $8.30M | 0.0% | +6.6% | 0.220% | |
10/16/2024 | Sumitomo Life Insurance Co. | 319,800 | $17.03M | 0.3% | +29.0% | 0.451% | |
10/11/2024 | Creative Planning | 6,576 | $350K | 0.0% | -72.7% | 0.009% | |
10/11/2024 | Stablepoint Partners LLC | 30,992 | $1.65M | 0.3% | +10.5% | 0.044% | |
10/11/2024 | Redhawk Wealth Advisors Inc. | 49,773 | $2.65M | 0.4% | -2.8% | 0.070% | |
10/10/2024 | Koshinski Asset Management Inc. | 50,204 | $2.67M | 0.2% | +9.9% | 0.071% | |
10/9/2024 | Money Design Co. Ltd. | 192,918 | $10.27M | 0.5% | +6.8% | 0.272% | |
10/5/2024 | First International Bank & Trust | 25,793 | $1.37M | 0.4% | -3.7% | 0.036% | |
10/1/2024 | Appleton Partners Inc. MA | 4,000 | $213K | 0.0% | -20.0% | 0.006% | |
9/11/2024 | Newbridge Financial Services Group Inc. | 5,295 | $265K | 0.1% | +9.5% | 0.007% | |
9/5/2024 | Sanctuary Advisors LLC | 15,689 | $811K | 0.0% | N/A | 0.022% | |
8/30/2024 | Creekside Partners | 9,527 | $477K | 0.3% | N/A | 0.013% | |
8/22/2024 | Cetera Investment Advisers | 42,796 | $2.14M | 0.0% | +4.3% | 0.060% | |
8/21/2024 | Truist Financial Corp | 26,669 | $1.33M | 0.0% | +49.1% | 0.038% | |
8/19/2024 | EP Wealth Advisors LLC | 2,000 | $100K | 0.0% | N/A | 0.003% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 8,750 | $438K | 0.0% | +29.2% | 0.012% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 18,996 | $950K | 0.0% | +33.1% | 0.027% | |
8/16/2024 | Creative Planning | 24,073 | $1.20M | 0.0% | -10.6% | 0.034% | |
8/15/2024 | Toronto Dominion Bank | 27,654 | $1.38M | 0.0% | N/A | 0.039% | |
8/14/2024 | Squarepoint Ops LLC | 35,836 | $1.79M | 0.0% | N/A | 0.051% | |
8/14/2024 | Marshall Wace LLP | 159,649 | $7.99M | 0.0% | -680.5% | 0.225% | |
8/14/2024 | Bank of Montreal Can | 914,183 | $46.88M | 0.0% | +1,811.7% | 1.290% | |
8/14/2024 | Fairscale Capital LLC | 3,300 | $170K | 0.1% | N/A | 0.005% | |
8/13/2024 | Merriman Wealth Management LLC | 15,715 | $786K | 0.0% | N/A | 0.022% | |
8/13/2024 | Kayne Anderson Rudnick Investment Management LLC | 56,456 | $2.82M | 0.0% | +27.7% | 0.080% | |
8/13/2024 | Garden State Investment Advisory Services LLC | 6,830 | $343K | 0.1% | N/A | 0.010% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 9,439 | $472K | 0.0% | N/A | 0.013% | |
8/13/2024 | GM Advisory Group LLC | 21,349 | $1.07M | 0.1% | +2.1% | 0.030% | |
8/12/2024 | Hsbc Holdings PLC | 4,772 | $239K | 0.0% | -31.6% | 0.007% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 4,324 | $216K | 0.0% | +10.7% | 0.006% | |
8/8/2024 | Envestnet Asset Management Inc. | 67,120 | $3.36M | 0.0% | -7.0% | 0.095% | |
8/7/2024 | Prudential PLC | 35,004 | $1.75M | 0.0% | -95.2% | 0.049% | |
8/6/2024 | Strategic Financial Concepts LLC | 167,275 | $84K | 0.0% | N/A | 0.236% | |
8/5/2024 | Private Advisor Group LLC | 135,105 | $6.76M | 0.0% | +61.6% | 0.191% | |
8/3/2024 | National Bank of Canada FI | 107,727 | $5.45M | 0.0% | +1,010.4% | 0.152% | |
8/2/2024 | Del Sette Capital Management LLC | 155,173 | $7.76M | 6.4% | +137.6% | 0.219% | |
8/2/2024 | Stablepoint Partners LLC | 28,052 | $1.40M | 0.2% | +40.7% | 0.040% | |
8/2/2024 | Foundations Investment Advisors LLC | 19,218 | $961K | 0.0% | N/A | 0.027% | |
8/1/2024 | Family Asset Management LLC | 23,927 | $1.20M | 0.8% | -2.3% | 0.034% | |
8/1/2024 | Ritholtz Wealth Management | 42,538 | $2.13M | 0.1% | -8.3% | 0.060% | |
7/31/2024 | Graypoint LLC | 183,787 | $9.20M | 0.6% | +3.8% | 0.259% | |
7/31/2024 | Commonwealth Equity Services LLC | 35,749 | $1.79M | 0.0% | +7.7% | 0.050% | |
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7/31/2024 | Concurrent Investment Advisors LLC | 6,942 | $347K | 0.0% | -43.6% | 0.010% | |
7/31/2024 | Rothschild Investment LLC | 500 | $25K | 0.0% | N/A | 0.001% | |
7/30/2024 | Centerpoint Advisors LLC | 2,860 | $143K | 0.1% | N/A | 0.004% | |
7/30/2024 | International Assets Investment Management LLC | 14,059 | $703K | 0.0% | +7.9% | 0.020% | |
7/29/2024 | Bricktown Capital LLC | 129,678 | $6.49M | 1.3% | N/A | 0.183% | |
7/29/2024 | Migdal Insurance & Financial Holdings Ltd. | 3,250 | $163K | 0.0% | +107.0% | 0.005% | |
7/26/2024 | Crown Wealth Group LLC | 12,900 | $645K | 0.3% | N/A | 0.018% | |
7/25/2024 | MinichMacGregor Wealth Management LLC | 246,640 | $12.34M | 3.0% | +0.2% | 0.348% | |
7/25/2024 | Clear Creek Financial Management LLC | 8,656 | $433K | 0.1% | -52.4% | 0.012% | |
7/25/2024 | Upper Left Wealth Management LLC | 33,910 | $1.70M | 1.5% | +6.6% | 0.048% | |