12/26/2024 | JPMorgan Chase & Co. | 1,020,487 | $46.82M | 0.0% | -14.4% | 3.132% | |
11/18/2024 | Menlo Advisors LLC | 89,564 | $4.11M | 2.1% | +2.2% | 0.275% | |
11/15/2024 | MML Investors Services LLC | 40,926 | $1.88M | 0.0% | -2.7% | 0.126% | |
11/15/2024 | National Bank of Canada FI | 7,378 | $339K | 0.0% | +66.8% | 0.023% | |
11/15/2024 | Stifel Financial Corp | 67,328 | $3.09M | 0.0% | -50.8% | 0.207% | |
11/15/2024 | HighTower Advisors LLC | 180,865 | $8.30M | 0.0% | +1.4% | 0.555% | |
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11/14/2024 | Crawford Fund Management LLC | 180,100 | $8.26M | 1.7% | N/A | 0.553% | |
11/14/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 1,437 | $67K | 0.0% | -24.6% | 0.004% | |
11/13/2024 | Bridgewater Associates LP | 239,811 | $11.00M | 0.1% | +8.5% | 0.736% | |
11/13/2024 | Mirabella Financial Services LLP | 109,789 | $5.04M | 0.3% | N/A | 0.337% | |
11/12/2024 | Larson Financial Group LLC | 5,790 | $266K | 0.0% | +25.8% | 0.018% | |
11/12/2024 | Clal Insurance Enterprises Holdings Ltd | 1,227,000 | $56.30M | 0.5% | +145.4% | 3.766% | |
11/8/2024 | Anthracite Investment Company Inc. | 32,800 | $1.51M | 0.7% | +163.1% | 0.101% | |
11/7/2024 | Prospera Financial Services Inc | 104,795 | $4.81M | 0.1% | -11.6% | 0.322% | |
11/7/2024 | Thrivent Financial for Lutherans | 37,481 | $1.72M | 0.0% | N/A | 0.115% | |
11/6/2024 | Seelaus Asset Management LLC | 11,775 | $540K | 0.5% | +8.2% | 0.036% | |
11/6/2024 | OneDigital Investment Advisors LLC | 35,733 | $1.64M | 0.0% | -41.2% | 0.110% | |
11/6/2024 | Black Swift Group LLC | 6,450 | $296K | 0.1% | +7.5% | 0.020% | |
11/6/2024 | Oppenheimer & Co. Inc. | 13,868 | $636K | 0.0% | -33.6% | 0.043% | |
11/5/2024 | Private Wealth Advisors LLC | 65,550 | $3.08M | 1.2% | +105.0% | 0.201% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 69,693 | $3.20M | 0.2% | +15.6% | 0.214% | |
11/4/2024 | Sigma Planning Corp | 5,096 | $234K | 0.0% | -10.6% | 0.016% | |
11/2/2024 | Avid Wealth Partners LLC | 12,181 | $559K | 0.4% | N/A | 0.037% | |
11/2/2024 | Privium Fund Management B.V. | 8,856 | $406K | 0.1% | N/A | 0.027% | |
11/1/2024 | Capital Performance Advisors LLP | 1,416 | $65K | 0.0% | N/A | 0.004% | |
10/31/2024 | Financial Enhancement Group LLC | 48,781 | $2.24M | 0.4% | -55.9% | 0.150% | |
10/30/2024 | One Plus One Wealth Management LLC | 105,427 | $4.84M | 2.9% | +1.3% | 0.324% | |
10/30/2024 | Capital Wealth Alliance LLC | 31,998 | $1.47M | 0.9% | -2.6% | 0.098% | |
10/29/2024 | Ground Swell Capital LLC | 6,952 | $319K | 0.3% | N/A | 0.021% | |
10/29/2024 | Janney Montgomery Scott LLC | 24,909 | $1.14M | 0.0% | +40.5% | 0.076% | |
10/29/2024 | Chicago Partners Investment Group LLC | 4,169 | $209K | 0.0% | N/A | 0.013% | |
10/28/2024 | Petra Financial Advisors Inc. | 32,896 | $1.51M | 1.0% | +0.7% | 0.101% | |
10/25/2024 | MONECO Advisors LLC | 14,753 | $677K | 0.1% | +118.0% | 0.045% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 14,611 | $670K | 0.1% | +125.8% | 0.045% | |
10/24/2024 | Kercheville Advisors LLC | 11,350 | $521K | 0.2% | -44.0% | 0.035% | |
10/24/2024 | Consolidated Portfolio Review Corp | 7,081 | $325K | 0.1% | -48.0% | 0.022% | |
10/23/2024 | Pettinga Financial Advisors LLC | 70,250 | $3.22M | 0.8% | +1.1% | 0.216% | |
10/23/2024 | Global Trust Asset Management LLC | 600 | $28K | 0.0% | N/A | 0.002% | |
10/22/2024 | International Assets Investment Management LLC | 146,357 | $6.72M | 0.0% | +8,026.4% | 0.449% | |
10/22/2024 | Private Advisor Group LLC | 17,554 | $805K | 0.0% | -12.3% | 0.054% | |
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10/22/2024 | Accordant Advisory Group Inc | 63,996 | $2.94M | 2.3% | +1,066.5% | 0.196% | |
10/22/2024 | Sequoia Financial Advisors LLC | 10,311 | $473K | 0.0% | +30.8% | 0.032% | |
10/19/2024 | Stegent Equity Advisors Inc. | 55,803 | $2.56M | 2.8% | -20.2% | 0.171% | |
10/18/2024 | Glenorchy Capital Ltd | 237,849 | $10.91M | 3.4% | +1.3% | 0.730% | |
10/18/2024 | Raymond James & Associates | 68,464 | $3.14M | 0.0% | +38.1% | 0.210% | |
10/18/2024 | JTC Employer Solutions Trustee Ltd | 8,500 | $390K | 0.0% | -65.6% | 0.026% | |
10/16/2024 | Bleakley Financial Group LLC | 9,043 | $415K | 0.0% | -89.6% | 0.028% | |
10/16/2024 | Vontobel Holding Ltd. | 5,161 | $237K | 0.0% | +5.1% | 0.016% | |
10/11/2024 | Creative Planning | 23,455 | $1.08M | 0.0% | +25.7% | 0.072% | |
10/10/2024 | Requisite Capital Management LLC | 9,017 | $414K | 0.1% | -37.9% | 0.028% | |
10/9/2024 | Fermata Advisors LLC | 8,547 | $392K | 0.1% | +4.8% | 0.026% | |
10/9/2024 | Beaumont Financial Advisors LLC | 5,916 | $271K | 0.0% | -9.2% | 0.018% | |
8/22/2024 | Cetera Investment Advisers | 105,387 | $5.19M | 0.0% | +46.8% | 0.323% | |
8/21/2024 | Truist Financial Corp | 5,763 | $284K | 0.0% | +5.0% | 0.018% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 4,748 | $234K | 0.0% | +98.5% | 0.015% | |
8/16/2024 | Creative Planning | 18,661 | $919K | 0.0% | +93.3% | 0.057% | |
8/15/2024 | Oliver Lagore Vanvalin Investment Group | 58,370 | $2.87M | 0.8% | -45.0% | 0.179% | |
8/14/2024 | Torno Capital LLC | 6,500 | $320K | 0.0% | -56.7% | 0.020% | |
8/14/2024 | Cheviot Value Management LLC | 23,730 | $1.17M | 0.2% | N/A | 0.073% | |
8/14/2024 | Bank of Montreal Can | 34,285 | $1.78M | 0.0% | -23.5% | 0.105% | |
8/14/2024 | Itau Unibanco Holding S.A. | 17,005 | $837K | 0.0% | N/A | 0.052% | |
8/13/2024 | Symmetry Investments LP | 105,782 | $5.21M | 0.6% | N/A | 0.325% | |
8/13/2024 | DCF Advisers LLC | 15,500 | $763K | 0.4% | N/A | 0.048% | |
8/13/2024 | Hollencrest Capital Management | 42,980 | $2.12M | 0.1% | -5.2% | 0.132% | |
8/10/2024 | Axxcess Wealth Management LLC | 36,110 | $1.78M | 0.0% | -32.0% | 0.111% | |
8/9/2024 | Menlo Advisors LLC | 87,599 | $4.31M | 2.4% | +3.0% | 0.269% | |
8/8/2024 | Envestnet Asset Management Inc. | 72,563 | $3.57M | 0.0% | -7.3% | 0.223% | |
8/6/2024 | Ausdal Financial Partners Inc. | 4,501 | $222K | 0.0% | N/A | 0.014% | |
8/5/2024 | Private Advisor Group LLC | 20,014 | $985K | 0.0% | -16.0% | 0.061% | |
8/3/2024 | National Bank of Canada FI | 4,422 | $203K | 0.0% | -53.1% | 0.014% | |
8/2/2024 | Commons Capital LLC | 5,174 | $255K | 0.3% | N/A | 0.016% | |
8/2/2024 | Financial Enhancement Group LLC | 110,512 | $5.44M | 0.8% | +5.6% | 0.339% | |
8/2/2024 | Whalen Wealth Management Inc. | 13,944 | $687K | 0.5% | +195.7% | 0.043% | |
8/1/2024 | Fielder Capital Group LLC | 125,143 | $6.16M | 2.4% | +2.8% | 0.384% | |
8/1/2024 | Stegent Equity Advisors Inc. | 69,900 | $3.44M | 3.6% | -0.4% | 0.215% | |
7/31/2024 | Commonwealth Equity Services LLC | 75,391 | $3.71M | 0.0% | +15.0% | 0.231% | |
7/30/2024 | International Assets Investment Management LLC | 1,801 | $89K | 0.0% | N/A | 0.006% | |
7/29/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 1,906 | $96K | 0.0% | -12.5% | 0.006% | |
7/29/2024 | Arkadios Wealth Advisors | 42,905 | $2.11M | 0.1% | +0.8% | 0.132% | |
7/27/2024 | HB Wealth Management LLC | 4,260 | $210K | 0.0% | -88.2% | 0.013% | |
7/27/2024 | CMC Financial Group | 84,841 | $4.18M | 6.9% | +0.9% | 0.260% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 46,042 | $2.27M | 0.0% | +10.6% | 0.141% | |
7/25/2024 | Pettinga Financial Advisors LLC | 69,505 | $3.42M | 0.9% | -6.9% | 0.213% | |
7/24/2024 | Avalon Capital Management | 30,067 | $1.48M | 0.5% | +15.5% | 0.092% | |
7/24/2024 | Capital Wealth Alliance LLC | 32,867 | $1.62M | 0.9% | +14.9% | 0.101% | |
7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 6,471 | $319K | 0.1% | +21.5% | 0.020% | |
7/23/2024 | HTLF Bank | 5,653 | $278K | 0.0% | -9.2% | 0.017% | |
7/19/2024 | MONECO Advisors LLC | 6,766 | $333K | 0.0% | +40.4% | 0.021% | |
7/19/2024 | Pasadena Private Wealth LLC | 4,727 | $233K | 0.1% | N/A | 0.015% | |
7/19/2024 | CPR Investments Inc. | 24,396 | $1.20M | 1.0% | -38.2% | 0.075% | |
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7/19/2024 | Raymond James & Associates | 49,570 | $2.44M | 0.0% | +13.3% | 0.152% | |
7/19/2024 | Accordant Advisory Group Inc | 5,486 | $270K | 0.3% | N/A | 0.017% | |
7/19/2024 | E&G Advisors LP | 5,588 | $275K | 0.1% | N/A | 0.017% | |
7/19/2024 | Petra Financial Advisors Inc. | 32,683 | $1.61M | 1.2% | +2.4% | 0.100% | |
7/17/2024 | 180 Wealth Advisors LLC | 17,219 | $909K | 0.1% | +8.4% | 0.053% | |
7/16/2024 | ORG Partners LLC | 2,664 | $132K | 0.0% | N/A | 0.008% | |
7/16/2024 | Sequoia Financial Advisors LLC | 7,881 | $388K | 0.0% | N/A | 0.024% | |
7/13/2024 | Fermata Advisors LLC | 8,157 | $402K | 0.1% | +38.2% | 0.025% | |
7/12/2024 | Diversify Advisory Services LLC | 102,211 | $5.12M | 0.3% | +1.1% | 0.314% | |
7/10/2024 | Simplicity Wealth LLC | 86,740 | $4.27M | 0.1% | -32.5% | 0.266% | |