12/26/2024 | JPMorgan Chase & Co. | 33,724 | $2.55M | 0.0% | +7.7% | 0.312% | |
12/9/2024 | Copley Financial Group Inc. | 4,272 | $323K | 0.3% | N/A | 0.040% | |
11/25/2024 | Sanctuary Advisors LLC | 7,190 | $514K | 0.0% | +58.0% | 0.067% | |
11/21/2024 | Anchor Investment Management LLC | 2,044 | $154K | 0.0% | -8.9% | 0.019% | |
11/15/2024 | MML Investors Services LLC | 2,820 | $213K | 0.0% | -12.6% | 0.026% | |
11/15/2024 | Orion Portfolio Solutions LLC | 4,534 | $342K | 0.0% | -55.9% | 0.042% | |
|
11/15/2024 | Wellington Management Group LLP | 42,659 | $3.22M | 0.0% | -70.5% | 0.395% | |
11/15/2024 | State Street Corp | 3,100 | $234K | 0.0% | -32.6% | 0.029% | |
11/15/2024 | Stifel Financial Corp | 4,157 | $314K | 0.0% | +39.8% | 0.038% | |
11/15/2024 | IHT Wealth Management LLC | 29,322 | $2.21M | 0.1% | N/A | 0.272% | |
11/15/2024 | Benjamin Edwards Inc. | 6,956 | $525K | 0.0% | N/A | 0.064% | |
11/14/2024 | Widmann Financial Services Inc. | 21,063 | $1.59M | 1.2% | +9.4% | 0.195% | |
11/14/2024 | Captrust Financial Advisors | 4,059 | $306K | 0.0% | +18.4% | 0.038% | |
11/14/2024 | CreativeOne Wealth LLC | 2,833 | $214K | 0.0% | N/A | 0.026% | |
11/13/2024 | Truvestments Capital LLC | 700 | $53K | 0.0% | N/A | 0.006% | |
11/12/2024 | GenTrust LLC | 5,694 | $430K | 0.0% | -97.4% | 0.053% | |
11/12/2024 | Cerity Partners OCIO LLC | 281,732 | $21.27M | 1.7% | -12.7% | 2.609% | |
11/8/2024 | Commerce Bank | 13,570 | $1.03M | 0.0% | -8.4% | 0.126% | |
11/8/2024 | Prospera Financial Services Inc | 4,823 | $364K | 0.0% | -7.5% | 0.045% | |
11/7/2024 | Fortis Advisors LLC | 44,178 | $3.34M | 2.2% | N/A | 0.409% | |
11/6/2024 | Coastline Trust Co | 600 | $45K | 0.0% | N/A | 0.006% | |
11/6/2024 | Linscomb Wealth Inc. | 8,564 | $647K | 0.0% | -2.3% | 0.079% | |
11/5/2024 | Private Wealth Advisors LLC | 2,916 | $220K | 0.1% | -51.1% | 0.027% | |
11/4/2024 | Tyler Stone Wealth Management | 5,678 | $429K | 0.1% | +100.0% | 0.053% | |
11/1/2024 | Leavell Investment Management Inc. | 10,158 | $767K | 0.0% | -5.7% | 0.094% | |
11/1/2024 | First National Bank & Trust Co. of Newtown | 21,822 | $1.65M | 0.3% | -1.6% | 0.202% | |
10/30/2024 | M Financial Asset Management Inc. | 3,765 | $284K | 1.1% | -10.6% | 0.035% | |
10/29/2024 | Van ECK Associates Corp | 11,173 | $806K | 0.0% | -2.2% | 0.103% | |
10/29/2024 | Janney Montgomery Scott LLC | 9,796 | $740K | 0.0% | -2.3% | 0.091% | |
10/28/2024 | O ROURKE & COMPANY Inc | 8,544 | $645K | 0.3% | -12.8% | 0.079% | |
10/28/2024 | US Bancorp DE | 24,469 | $1.85M | 0.0% | +1.5% | 0.227% | |
10/25/2024 | Barry Investment Advisors LLC | 58,314 | $4.40M | 1.3% | +57.7% | 0.540% | |
10/24/2024 | Strategic Wealth Investment Group LLC | 40,203 | $3.03M | 0.3% | -58.2% | 0.372% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 2,710 | $205K | 0.0% | N/A | 0.025% | |
10/23/2024 | Pettinga Financial Advisors LLC | 7,800 | $589K | 0.1% | +22.8% | 0.072% | |
10/22/2024 | Private Advisor Group LLC | 9,741 | $736K | 0.0% | -1.5% | 0.090% | |
10/21/2024 | Castleview Partners LLC | 517 | $39K | 0.0% | -45.9% | 0.005% | |
10/16/2024 | Transform Wealth LLC | 15,045 | $1.14M | 0.1% | -10.1% | 0.139% | |
10/15/2024 | NBC Securities Inc. | 3,057 | $230K | 0.0% | +32.2% | 0.028% | |
10/10/2024 | CVA Family Office LLC | 3,605 | $272K | 0.0% | N/A | 0.033% | |
|
10/10/2024 | Mechanics Bank Trust Department | 4,103 | $310K | 0.0% | -11.8% | 0.038% | |
10/9/2024 | Money Design Co. Ltd. | 99,474 | $7.51M | 0.4% | -5.5% | 0.921% | |
10/8/2024 | CWM LLC | 1,491 | $113K | 0.0% | -11.8% | 0.014% | |
10/8/2024 | Brookstone Capital Management | 4,428 | $334K | 0.0% | +7.2% | 0.041% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 12,237 | $924K | 0.0% | N/A | 0.113% | |
10/5/2024 | Arkansas Financial Group Inc. | 12,384 | $935K | 0.1% | -49.9% | 0.115% | |
9/5/2024 | Sanctuary Advisors LLC | 4,552 | $327K | 0.0% | N/A | 0.042% | |
8/22/2024 | Cetera Investment Advisers | 49,591 | $3.48M | 0.0% | -5.4% | 0.459% | |
8/21/2024 | Truist Financial Corp | 13,449 | $943K | 0.0% | -2.8% | 0.125% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 3,637 | $255K | 0.0% | -6.2% | 0.034% | |
8/14/2024 | Bank of Montreal Can | 59,722 | $4.19M | 0.0% | +1,013.4% | 0.553% | |
8/14/2024 | Gabelli Funds LLC | 23,321 | $1.64M | 0.0% | N/A | 0.216% | |
8/14/2024 | 1832 Asset Management L.P. | 538,396 | $37.75M | 0.0% | +5.6% | 4.985% | |
8/14/2024 | Cerity Partners OCIO LLC | 322,728 | $22.63M | 1.7% | N/A | 2.988% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 5,376 | $377K | 0.0% | +7.7% | 0.050% | |
8/8/2024 | Envestnet Asset Management Inc. | 30,424 | $2.13M | 0.0% | -10.4% | 0.282% | |
8/8/2024 | M Financial Asset Management Inc. | 4,210 | $295K | 1.1% | -26.3% | 0.039% | |
8/7/2024 | Daiwa Securities Group Inc. | 27,150 | $1.90M | 0.0% | +14.3% | 0.251% | |
8/5/2024 | Private Advisor Group LLC | 9,892 | $694K | 0.0% | -4.1% | 0.092% | |
8/3/2024 | MGO Private Wealth LLC | 13,601 | $954K | 0.6% | +5.1% | 0.126% | |
8/2/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 11,234 | $788K | 0.2% | -7.3% | 0.104% | |
8/1/2024 | Mandatum Life Insurance Co Ltd | 23,778 | $1.67M | 0.6% | +28.2% | 0.220% | |
7/31/2024 | Picton Mahoney Asset Management | 1,300 | $91K | 0.0% | -56.7% | 0.012% | |
7/31/2024 | Spire Wealth Management | 6,336 | $444K | 0.0% | +350.3% | 0.059% | |
7/31/2024 | Van ECK Associates Corp | 11,420 | $801K | 0.0% | -64.7% | 0.106% | |
7/31/2024 | Commonwealth Equity Services LLC | 38,358 | $2.69M | 0.0% | -5.1% | 0.355% | |
7/31/2024 | Rothschild Investment LLC | 600 | $42K | 0.0% | N/A | 0.006% | |
7/29/2024 | Ameritas Advisory Services LLC | 12,416 | $871K | 0.0% | +26.0% | 0.115% | |
7/25/2024 | Pettinga Financial Advisors LLC | 6,350 | $445K | 0.1% | N/A | 0.059% | |
7/23/2024 | First National Bank & Trust Co. of Newtown | 22,186 | $1.56M | 0.3% | -1.7% | 0.205% | |
7/23/2024 | Private Wealth Advisors LLC | 5,960 | $414K | 0.2% | +27.1% | 0.055% | |
7/22/2024 | BigSur Wealth Management LLC | 425 | $30K | 0.0% | -27.4% | 0.004% | |
7/18/2024 | Brookstone Capital Management | 4,130 | $301K | 0.0% | +21.2% | 0.038% | |
7/18/2024 | O ROURKE & COMPANY Inc | 9,796 | $687K | 0.4% | -4.7% | 0.091% | |
7/15/2024 | Fifth Third Securities Inc. | 4,678 | $328K | 0.0% | N/A | 0.043% | |
7/11/2024 | Parkside Investments LLC | 125,780 | $8.82M | 1.4% | +11.2% | 1.165% | |
5/24/2024 | Cetera Advisors LLC | 42,120 | $3.16M | 0.0% | +0.9% | 0.390% | |
5/24/2024 | Cetera Investment Advisers | 52,423 | $3.94M | 0.0% | +1,112.7% | 0.485% | |
5/22/2024 | BigSur Wealth Management LLC | 585 | $44K | 0.0% | N/A | 0.005% | |
5/17/2024 | Comerica Bank | 24,395 | $1.83M | 0.0% | +2.2% | 0.226% | |
5/16/2024 | Jane Street Group LLC | 305,143 | $22.93M | 0.0% | +70.2% | 2.825% | |
5/16/2024 | Ancora Advisors LLC | 67,739 | $5.09M | 0.1% | -0.2% | 0.627% | |
5/15/2024 | Alpine Global Management LLC | 24,586 | $1.85M | 0.5% | N/A | 0.228% | |
5/14/2024 | Stamos Capital Partners L.P. | 5,080 | $382K | 0.1% | +40.3% | 0.047% | |
5/14/2024 | CreativeOne Wealth LLC | 4,033 | $303K | 0.0% | N/A | 0.037% | |
5/11/2024 | Ironsides Asset Advisors LLC | 4,399 | $330K | 0.1% | +5.2% | 0.041% | |
5/9/2024 | Orion Portfolio Solutions LLC | 12,531 | $941K | 0.0% | -11.1% | 0.116% | |
5/9/2024 | Picton Mahoney Asset Management | 3,000 | $225K | 0.0% | -14.3% | 0.028% | |
5/8/2024 | Private Wealth Advisors LLC | 4,691 | $352K | 0.1% | -3.8% | 0.043% | |
5/7/2024 | Choate Investment Advisors | 25,824 | $1.94M | 0.1% | N/A | 0.239% | |
|
5/7/2024 | NTV Asset Management LLC | 16,950 | $1.27M | 0.2% | -12.1% | 0.157% | |
5/2/2024 | Conservest Capital Advisors Inc. | 49,750 | $3.74M | 0.4% | -0.4% | 0.461% | |
5/2/2024 | Daiwa Securities Group Inc. | 23,750 | $1.78M | 0.0% | +12.3% | 0.220% | |
5/1/2024 | Janney Montgomery Scott LLC | 11,176 | $840K | 0.0% | -11.5% | 0.102% | |
4/30/2024 | Private Advisor Group LLC | 10,310 | $775K | 0.0% | -1.3% | 0.094% | |
4/30/2024 | Van ECK Associates Corp | 32,354 | $2.43M | 0.0% | -29.1% | 0.295% | |
4/29/2024 | Commonwealth Equity Services LLC | 40,437 | $3.04M | 0.0% | -5.3% | 0.369% | |
4/24/2024 | Leavell Investment Management Inc. | 13,867 | $1.04M | 0.1% | -4.6% | 0.127% | |
4/24/2024 | U S Global Investors Inc. | 3,200 | $240K | 0.0% | N/A | 0.029% | |
4/24/2024 | Spire Wealth Management | 1,407 | $106K | 0.0% | -82.0% | 0.013% | |