5/9/2024 | Orion Portfolio Solutions LLC | 57,338 | $1.38M | 0.0% | +0.7% | 0.456% | |
4/17/2024 | River Street Advisors LLC | 18,345 | $443K | 0.3% | N/A | 0.146% | |
2/13/2024 | Exencial Wealth Advisors LLC | 252,153 | $5.42M | 0.2% | +1.6% | 2.004% | |
2/13/2024 | CIBC Private Wealth Group LLC | 11,723,982 | $251.83M | 0.5% | +1.1% | 93.195% | |
2/9/2024 | Orion Portfolio Solutions LLC | 56,921 | $1.23M | 0.0% | +1.3% | 0.452% | |
1/24/2024 | Arlington Trust Co LLC | 17,500 | $376K | 0.1% | N/A | 0.139% | |
|
11/8/2023 | Exencial Wealth Advisors LLC | 248,266 | $5.20M | 0.3% | +1.1% | 1.973% | |
11/1/2023 | Orion Portfolio Solutions LLC | 56,208 | $1.18M | 0.0% | +0.9% | 0.447% | |
10/24/2023 | Bank of New York Mellon Corp | 10,026 | $210K | 0.0% | N/A | 0.080% | |
7/26/2023 | Fifth Third Bancorp | 1,750 | $35K | 0.0% | +244.5% | 0.014% | |
7/25/2023 | Raymond James & Associates | 10,824 | $216K | 0.0% | -31.1% | 0.086% | |
6/28/2023 | Relative Value Partners Group LLC | 12,503 | $235K | 0.0% | -49.2% | 0.099% | |
5/15/2023 | Relative Value Partners Group LLC | 12,503 | $235K | 0.0% | -49.2% | 0.099% | |
5/12/2023 | CIBC Private Wealth Group LLC | 11,484,757 | $1.13B | 2.5% | +3.9% | 91.294% | |
5/2/2023 | Exencial Wealth Advisors LLC | 245,453 | $4.61M | 0.2% | -1.9% | 1.951% | |
2/13/2023 | CIBC Private Wealth Group LLC | 11,048,379 | $207.25M | 0.4% | +11.5% | 87.825% | |
2/9/2023 | FineMark National Bank & Trust | 11,088 | $208K | 0.0% | -8.8% | 0.088% | |
2/8/2023 | UBS Group AG | 211,745 | $3.97M | 0.0% | +1.3% | 1.683% | |
2/6/2023 | Brinker Capital Investments LLC | 54,725 | $1.03M | 0.0% | +1.4% | 0.435% | |
11/16/2022 | CIBC Private Wealth Group LLC | 9,908,603 | $171.13M | 0.5% | +4.7% | 78.765% | |
11/15/2022 | Lido Advisors LLC | 21,680 | $374K | 0.0% | N/A | 0.172% | |
11/8/2022 | Exencial Wealth Advisors LLC | 256,301 | $4.43M | 0.3% | -3.1% | 2.037% | |
8/12/2022 | Kayne Anderson Rudnick Investment Management LLC | 4,515 | $75K | 0.0% | -78.4% | 0.036% | |
8/3/2022 | CIBC Private Wealth Group LLC | 9,463,594 | $156.87M | 0.4% | -2.7% | 75.227% | |
8/1/2022 | Ellis Investment Partners LLC | 37,744 | $625K | 0.2% | -2.0% | 0.300% | |
7/20/2022 | UMB Bank n.a. | 1,886 | $31K | 0.0% | -40.1% | 0.015% | |
7/18/2022 | Brinker Capital Investments LLC | 53,576 | $888K | 0.0% | -11.4% | 0.426% | |
5/12/2022 | Exencial Wealth Advisors LLC | 264,110 | $4.93M | 0.2% | +5.5% | 2.268% | |
5/6/2022 | BDO Wealth Advisors LLC | 1,756 | $33K | 0.0% | -55.6% | 0.015% | |
5/3/2022 | Ellis Investment Partners LLC | 38,532 | $719K | 0.2% | -6.2% | 0.331% | |
2/14/2022 | Rockefeller Capital Management L.P. | 23,245 | $361K | 0.0% | +14.3% | 0.202% | |
2/10/2022 | Exencial Wealth Advisors LLC | 250,422 | $3.89M | 0.2% | -45.0% | 2.205% | |
2/9/2022 | UMB Bank N A MO | 3,146 | $49K | 0.0% | N/A | 0.028% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 62,315 | $968K | 0.0% | N/A | 0.551% | |
2/8/2022 | CIBC Private Wealth Group LLC | 9,010,936 | $140.03M | 0.3% | +2.1% | 79.700% | |
2/8/2022 | Brinker Capital Investments LLC | 59,904 | $931K | 0.0% | +2.6% | 0.530% | |
2/8/2022 | Northern Trust Corp | 114,052 | $1.77M | 0.0% | -23.8% | 1.009% | |
2/1/2022 | Ellis Investment Partners LLC | 41,063 | $638K | 0.1% | +2.9% | 0.366% | |
1/18/2022 | Arlington Partners LLC | 3,804 | $59K | 0.0% | -99.4% | 0.034% | |
11/4/2021 | Exencial Wealth Advisors LLC | 455,393 | $7.18M | 0.3% | +86.9% | 3.979% | |
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10/21/2021 | Ellis Investment Partners LLC | 39,901 | $628K | 0.2% | +2.7% | 0.332% | |
10/15/2021 | Arlington Partners LLC | 646,441 | $10.19M | 2.9% | -1.8% | 5.408% | |
8/16/2021 | CIBC Private Wealth Group LLC | 8,561,123 | $141.60M | 0.3% | +1.2% | 72.057% | |
8/13/2021 | Kayne Anderson Rudnick Investment Management LLC | 20,915 | $346K | 0.0% | -5.6% | 0.176% | |
8/13/2021 | Northern Trust Corp | 166,641 | $2.76M | 0.0% | -1.2% | 1.404% | |
8/11/2021 | Susquehanna International Group LLP | 11,691 | $193K | 0.0% | -84.1% | 0.099% | |
8/10/2021 | Rockefeller Capital Management L.P. | 20,340 | $336K | 0.0% | N/A | 0.172% | |
5/14/2021 | BDO Wealth Advisors LLC | 3,956 | $54K | 0.0% | N/A | 0.031% | |
5/13/2021 | Barclays PLC | 351,875 | $4.82M | 0.0% | +39.7% | 2.777% | |
5/12/2021 | Northern Trust Corp | 168,625 | $2.31M | 0.0% | -36.3% | 1.331% | |
5/12/2021 | CIBC Private Wealth Group LLC | 8,455,541 | $115.84M | 0.3% | +1.8% | 66.726% | |
5/12/2021 | Brinker Capital Investments LLC | 57,818 | $792K | 0.0% | -49.4% | 0.456% | |
5/12/2021 | UBS Group AG | 346,529 | $4.75M | 0.0% | -8.0% | 2.735% | |
5/6/2021 | Exencial Wealth Advisors LLC | 237,413 | $3.25M | 0.2% | +7.1% | 1.874% | |
4/19/2021 | Arlington Partners LLC | 1,273,246 | $17.44M | 6.4% | +3.7% | 10.045% | |
3/26/2021 | Susquehanna International Group LLP | 68,172 | $796K | 0.0% | -38.2% | 0.531% | |
2/13/2021 | Tompkins Financial Corp | 45,508 | $374K | 0.0% | N/A | 0.360% | |
2/11/2021 | Arcus Capital Partners LLC | 11,967 | $140K | 0.0% | N/A | 0.095% | |
2/11/2021 | Northern Trust Corp | 264,579 | $3.09M | 0.0% | -37.4% | 2.104% | |
2/11/2021 | Exencial Wealth Advisors LLC | 221,684 | $2.59M | 0.2% | -8.9% | 1.763% | |
2/11/2021 | Barclays PLC | 251,875 | $2.94M | 0.0% | -58.0% | 2.003% | |
2/10/2021 | FineMark National Bank & Trust | 17,147 | $200K | 0.0% | -38.3% | 0.136% | |
2/6/2021 | Tompkins Financial Corp | 45,508 | $374K | 0.0% | N/A | 0.362% | |
1/20/2021 | Ellis Investment Partners LLC | 4,899 | $57K | 0.0% | +810.6% | 0.039% | |
1/13/2021 | Arlington Partners LLC | 1,227,580 | $14.34M | 6.6% | +10.8% | 9.762% | |
12/3/2020 | Brinker Capital Investments LLC | 55,998 | $507K | 0.0% | N/A | 0.445% | |
11/17/2020 | Jane Street Group LLC | 14,522 | $131K | 0.0% | -58.8% | 0.106% | |
11/3/2020 | CIBC Private Wealth Group LLC | 9,929,378 | $89.93M | 0.3% | -0.5% | 69.955% | |
10/30/2020 | Whittier Trust Co. of Nevada Inc. | 8,028 | $72K | 0.0% | -71.9% | 0.057% | |
10/15/2020 | Arlington Partners LLC | 1,108,188 | $10.03M | 5.5% | +8.3% | 7.747% | |
8/17/2020 | Exencial Wealth Advisors LLC | 246,243 | $2.67M | 0.2% | +28.6% | 1.668% | |
8/17/2020 | Jane Street Group LLC | 35,254 | $383K | 0.0% | N/A | 0.239% | |
8/14/2020 | Kayne Anderson Rudnick Investment Management LLC | 120,818 | $1.34M | 0.0% | -69.2% | 0.803% | |
8/13/2020 | CIBC Private Wealth Group LLC | 9,975,765 | $108.24M | 0.5% | -4.3% | 66.306% | |
7/31/2020 | UBS Group AG | 100,904 | $1.10M | 0.0% | -43.1% | 0.671% | |
7/30/2020 | Brinker Capital Inc. | 71,840 | $779K | 0.0% | +5.1% | 0.472% | |
7/13/2020 | Arlington Partners LLC | 1,023,443 | $11.10M | 6.2% | -14.6% | 6.658% | |
7/10/2020 | Whittier Trust Co. of Nevada Inc. | 28,532 | $310K | 0.0% | -37.3% | 0.186% | |
5/22/2020 | Arcus Capital Partners LLC | 14,326 | $118K | 0.1% | -15.3% | 0.091% | |
5/15/2020 | Exencial Wealth Advisors LLC | 191,418 | $1.57M | 0.3% | N/A | 1.210% | |
5/15/2020 | Capital Bank & Trust Co | 21,100 | $173K | 0.0% | N/A | 0.133% | |
5/15/2020 | Summit Trail Advisors LLC | 591,665 | $4.86M | 1.3% | +42.1% | 3.740% | |
5/1/2020 | UBS Group AG | 177,212 | $1.46M | 0.0% | +20.6% | 1.120% | |