12/9/2024 | FFG Partners LLC | 76,277 | $5.33M | 1.8% | +2.2% | 0.440% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 437 | $31K | 0.0% | N/A | 0.003% | |
11/15/2024 | Savoie Capital LLC | 52,900 | $3.70M | 0.5% | N/A | 0.305% | |
11/15/2024 | Barclays PLC | 115,568 | $8.08M | 0.0% | -75.7% | 0.667% | |
11/15/2024 | MML Investors Services LLC | 9,229 | $645K | 0.0% | -49.8% | 0.053% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 40,811 | $2.83M | 0.0% | N/A | 0.236% | |
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11/15/2024 | Clearline Capital LP | 76,136 | $5.32M | 0.2% | N/A | 0.440% | |
11/15/2024 | TOMS Capital Investment Management LP | 33,300 | $2.33M | 0.1% | N/A | 0.192% | |
11/14/2024 | Encompass More Asset Management | 12,615 | $882K | 0.3% | N/A | 0.073% | |
11/14/2024 | Flow Traders U.S. LLC | 91,342 | $6.39M | 0.3% | -57.3% | 0.527% | |
11/14/2024 | Rockefeller Capital Management L.P. | 15,887 | $1.11M | 0.0% | +32.7% | 0.092% | |
11/14/2024 | National Wealth Management Group LLC | 7,283 | $509K | 0.3% | -37.5% | 0.042% | |
11/13/2024 | Bank of Montreal Can | 31,153 | $2.19M | 0.0% | +258.1% | 0.180% | |
11/13/2024 | Harvest Fund Management Co. Ltd | 44,452 | $3.11M | 0.2% | +15.1% | 0.257% | |
11/13/2024 | Daiwa Securities Group Inc. | 29,900 | $2.09M | 0.0% | +4.9% | 0.173% | |
11/12/2024 | Larson Financial Group LLC | 531 | $37K | 0.0% | -83.1% | 0.003% | |
11/12/2024 | Meridian Wealth Management LLC | 20,723 | $1.45M | 0.1% | -12.9% | 0.120% | |
11/8/2024 | Avior Wealth Management LLC | 1,145 | $80K | 0.0% | -30.4% | 0.007% | |
11/7/2024 | Thrivent Financial for Lutherans | 6,943 | $485K | 0.0% | +21.4% | 0.040% | |
11/6/2024 | Oppenheimer & Co. Inc. | 3,366 | $235K | 0.0% | N/A | 0.019% | |
10/28/2024 | US Bancorp DE | 1,076 | $75K | 0.0% | -20.9% | 0.006% | |
10/25/2024 | Golden State Equity Partners | 7,397 | $517K | 0.1% | -5.7% | 0.043% | |
10/25/2024 | Mutual Advisors LLC | 18,231 | $1.33M | 0.0% | N/A | 0.105% | |
10/25/2024 | Cutter & CO Brokerage Inc. | 4,075 | $285K | 0.1% | -4.7% | 0.024% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 3,632 | $254K | 0.0% | N/A | 0.021% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 9,200 | $646K | 0.0% | -4.2% | 0.053% | |
10/23/2024 | CENTRAL TRUST Co | 1,486 | $104K | 0.0% | N/A | 0.009% | |
10/22/2024 | International Assets Investment Management LLC | 147,531 | $10.32M | 0.0% | +2,024.3% | 0.852% | |
10/11/2024 | Creative Planning | 11,295 | $790K | 0.0% | -4.6% | 0.065% | |
10/8/2024 | CWM LLC | 2,558 | $179K | 0.0% | +134.2% | 0.015% | |
10/3/2024 | SG Americas Securities LLC | 2,548 | $178K | 0.0% | +47.6% | 0.015% | |
9/5/2024 | Sanctuary Advisors LLC | 3,766 | $303K | 0.0% | N/A | 0.022% | |
8/16/2024 | NewEdge Advisors LLC | 11,672 | $929K | 0.0% | -21.4% | 0.067% | |
8/16/2024 | Creative Planning | 11,840 | $942K | 0.0% | +7.7% | 0.068% | |
8/15/2024 | Toronto Dominion Bank | 36,021 | $2.87M | 0.0% | N/A | 0.208% | |
8/14/2024 | Insigneo Advisory Services LLC | 5,798 | $425K | 0.0% | N/A | 0.033% | |
8/14/2024 | Bank of Montreal Can | 8,699 | $692K | 0.0% | -85.1% | 0.050% | |
8/9/2024 | Clear Investment Research LLC | 1,589 | $126K | 0.2% | +44.3% | 0.009% | |
8/7/2024 | MGO One Seven LLC | 14,028 | $1.12M | 0.1% | -2.8% | 0.081% | |
8/7/2024 | Daiwa Securities Group Inc. | 28,500 | $2.27M | 0.0% | +9.6% | 0.165% | |
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8/5/2024 | Victory Capital Management Inc. | 357,102 | $28.42M | 0.0% | N/A | 2.062% | |
8/2/2024 | Larson Financial Group LLC | 3,148 | $251K | 0.0% | -8.5% | 0.018% | |
8/2/2024 | Founders Financial Securities LLC | 5,193 | $413K | 0.0% | +7.2% | 0.030% | |
7/31/2024 | WR Wealth Planners LLC | 5,648 | $450K | 0.1% | -10.0% | 0.033% | |
7/31/2024 | Cutter & CO Brokerage Inc. | 4,275 | $340K | 0.1% | N/A | 0.025% | |
7/31/2024 | Commonwealth Equity Services LLC | 27,153 | $2.16M | 0.0% | -5.3% | 0.157% | |
7/30/2024 | International Assets Investment Management LLC | 6,945 | $553K | 0.0% | +14.8% | 0.040% | |
7/29/2024 | Arkadios Wealth Advisors | 42,033 | $3.35M | 0.2% | +2.3% | 0.243% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 49,280 | $3.92M | 0.0% | +3.2% | 0.285% | |
7/26/2024 | Solstein Capital LLC | 6,382 | $508K | 0.3% | N/A | 0.037% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 3,319 | $264K | 0.0% | +13.7% | 0.019% | |
7/12/2024 | SG Americas Securities LLC | 1,726 | $137K | 0.0% | -51.9% | 0.010% | |
7/10/2024 | Valeo Financial Advisors LLC | 13,347 | $1.06M | 0.0% | N/A | 0.077% | |
5/24/2024 | Cetera Advisors LLC | 12,106 | $953K | 0.0% | +63.9% | 0.070% | |
5/24/2024 | Cetera Investment Advisers | 31,640 | $2.49M | 0.0% | N/A | 0.183% | |
5/17/2024 | National Wealth Management Group LLC | 15,551 | $1.22M | 1.0% | -7.4% | 0.090% | |
5/17/2024 | Beacon Capital Management LLC | 5,520 | $435K | 0.1% | -5.1% | 0.032% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 3,525 | $285K | 0.0% | N/A | 0.020% | |
5/15/2024 | SVB Wealth LLC | 12,787 | $1.01M | 0.0% | N/A | 0.074% | |
5/15/2024 | Flow Traders U.S. LLC | 452,504 | $35.63M | 1.9% | +12.6% | 2.613% | |
5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 30,000 | $2.36M | 0.3% | -50.0% | 0.173% | |
5/8/2024 | US Bancorp DE | 5,784 | $455K | 0.0% | -15.3% | 0.033% | |
5/3/2024 | Larson Financial Group LLC | 3,439 | $271K | 0.0% | -9.2% | 0.020% | |
5/2/2024 | Daiwa Securities Group Inc. | 26,000 | $2.05M | 0.0% | +0.8% | 0.150% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 11,100 | $874K | 0.0% | N/A | 0.072% | |
4/30/2024 | Fortis Group Advisors LLC | 4,392 | $346K | 0.1% | N/A | 0.028% | |
4/30/2024 | Arkadios Wealth Advisors | 41,072 | $3.23M | 0.3% | +91.0% | 0.266% | |
4/29/2024 | Commonwealth Equity Services LLC | 28,658 | $2.26M | 0.0% | -82.4% | 0.186% | |
4/29/2024 | RWA Wealth Partners LLC | 4,501 | $354K | 0.0% | N/A | 0.029% | |
4/29/2024 | Verde Servicos Internacionais S.A. | 12,000 | $945K | 0.4% | N/A | 0.078% | |
4/27/2024 | Finer Wealth Management Inc. | 4,924 | $388K | 0.3% | -13.3% | 0.032% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 47,748 | $3.76M | 0.0% | -55.9% | 0.310% | |
4/24/2024 | Krilogy Financial LLC | 34,553 | $2.72M | 0.2% | N/A | 0.224% | |
4/24/2024 | U S Global Investors Inc. | 2,000 | $157K | 0.0% | N/A | 0.013% | |
4/24/2024 | Simplicity Wealth LLC | 4,970 | $391K | 0.0% | N/A | 0.032% | |
4/23/2024 | Global Retirement Partners LLC | 586 | $46K | 0.0% | -28.5% | 0.004% | |
4/19/2024 | Kovack Advisors Inc. | 3,278 | $258K | 0.0% | N/A | 0.021% | |
4/19/2024 | Fluent Financial LLC | 25,102 | $1.98M | 1.1% | N/A | 0.163% | |
4/19/2024 | Westside Investment Management Inc. | 387 | $30K | 0.0% | -27.9% | 0.003% | |
4/15/2024 | St. Johns Investment Management Company LLC | 1,400 | $110K | 0.1% | N/A | 0.007% | |
4/15/2024 | Brookstone Capital Management | 2,892 | $228K | 0.0% | N/A | 0.014% | |
4/11/2024 | Opal Wealth Advisors LLC | 2,508 | $197K | 0.1% | N/A | 0.012% | |
4/11/2024 | International Assets Investment Management LLC | 6,052 | $482K | 0.0% | +81.3% | 0.030% | |
3/22/2024 | PNC Financial Services Group Inc. | 1,341 | $89K | 0.0% | -27.2% | 0.007% | |
3/5/2024 | Wellington Management Group LLP | 138,600 | $9.24M | 0.0% | N/A | 0.682% | |
2/26/2024 | Centaurus Financial Inc. | 3,958 | $264K | 0.0% | -83.5% | 0.019% | |
2/15/2024 | Parkwood LLC | 150,473 | $10.03M | 1.0% | +644.4% | 0.741% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 658 | $44K | 0.0% | N/A | 0.003% | |
2/14/2024 | Westwood Holdings Group Inc. | 5,270 | $351K | 0.0% | N/A | 0.026% | |
2/13/2024 | CIBC Private Wealth Group LLC | 75,469 | $5.03M | 0.0% | N/A | 0.371% | |
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2/12/2024 | Global Endowment Management LP | 18,000 | $1.20M | 0.1% | N/A | 0.089% | |
2/9/2024 | Congress Wealth Management LLC DE | 4,150 | $277K | 0.0% | N/A | 0.020% | |
2/9/2024 | Advisory Services Network LLC | 7,186 | $479K | 0.0% | -75.9% | 0.035% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 108,286 | $7.22M | 0.0% | +159.3% | 0.533% | |
2/8/2024 | Texas Capital Bank Wealth Management Services Inc | 60,000 | $4.00M | 0.5% | N/A | 0.295% | |
2/8/2024 | Meridian Wealth Management LLC | 23,187 | $1.55M | 0.1% | N/A | 0.114% | |
2/8/2024 | Sumitomo Mitsui Financial Group Inc. | 2,215 | $148K | 0.0% | N/A | 0.011% | |
2/7/2024 | Principal Securities Inc. | 1,611 | $107K | 0.0% | N/A | 0.008% | |
2/5/2024 | Victory Capital Management Inc. | 121,591 | $8.10M | 0.0% | -51.8% | 0.598% | |
2/5/2024 | Cypress Capital Management LLC WY | 1,120 | $75K | 0.1% | -11.8% | 0.006% | |