5/7/2024 | SG Americas Securities LLC | 9,383 | $375K | 0.0% | N/A | 0.106% | |
5/4/2024 | Geneos Wealth Management Inc. | 1,074 | $43K | 0.0% | N/A | 0.015% | |
5/1/2024 | Janney Montgomery Scott LLC | 14,573 | $582K | 0.0% | N/A | 0.207% | |
4/30/2024 | Fortis Group Advisors LLC | 47,953 | $1.92M | 0.4% | N/A | 0.680% | |
4/30/2024 | Perigon Wealth Management LLC | 19,127 | $764K | 0.0% | N/A | 0.271% | |
4/16/2024 | Viewpoint Capital Management LLC | 5,679 | $227K | 0.1% | -5.2% | 0.081% | |
|
4/15/2024 | Brookstone Capital Management | 7,500 | $300K | 0.0% | N/A | 0.106% | |
4/15/2024 | Sunbelt Securities Inc. | 12,160 | $486K | 0.1% | N/A | 0.172% | |
4/2/2024 | Marotta Asset Management | 219,389 | $8.77M | 1.8% | -6.4% | 3.217% | |
3/22/2024 | PNC Financial Services Group Inc. | 11,965 | $472K | 0.0% | -3.0% | 0.192% | |
2/26/2024 | Syon Capital LLC | 214,711 | $8.48M | 0.7% | -42.5% | 3.214% | |
2/14/2024 | EHP Funds Inc. | 12,000 | $474K | 0.2% | N/A | 0.178% | |
2/12/2024 | Innealta Capital LLC | 42,558 | $1.68M | 0.8% | N/A | 0.630% | |
2/12/2024 | Proquility Private Wealth Partners LLC | 19,908 | $786K | 0.3% | -9.3% | 0.295% | |
2/12/2024 | Hsbc Holdings PLC | 15,781 | $623K | 0.0% | -25.8% | 0.234% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 87,290 | $3.45M | 0.0% | -3.4% | 1.293% | |
2/9/2024 | PNC Financial Services Group Inc. | 11,965 | $472K | 0.0% | -3.0% | 0.177% | |
2/7/2024 | Mount Lucas Management LP | 18,749 | $740K | 0.2% | N/A | 0.278% | |
2/6/2024 | Idaho Trust Bank | 14,882 | $587K | 0.3% | N/A | 0.220% | |
2/2/2024 | Syon Capital LLC | 214,711 | $8.48M | 0.6% | -42.5% | 2.890% | |
1/30/2024 | Vontobel Holding Ltd. | 13,320 | $526K | 0.0% | -28.0% | 0.179% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 57,600 | $2.27M | 0.0% | N/A | 0.775% | |
1/24/2024 | International Assets Investment Management LLC | 1,145 | $45K | 0.0% | -98.4% | 0.015% | |
1/3/2024 | Marotta Asset Management | 234,401 | $9.25M | 2.0% | -2.6% | 2.790% | |
12/1/2023 | Wellington Management Group LLP | 284,522 | $9.38M | 0.0% | +6.7% | 3.387% | |
11/30/2023 | Modera Wealth Management LLC | 131,112 | $3.97M | 0.1% | N/A | 1.561% | |
11/15/2023 | Evergreen Capital Management LLC | 52,303 | $1.72M | 0.1% | -0.7% | 0.553% | |
11/13/2023 | LPL Financial LLC | 238,016 | $7.85M | 0.0% | +15.9% | 2.519% | |
11/13/2023 | Hsbc Holdings PLC | 21,264 | $701K | 0.0% | -2.1% | 0.225% | |
11/8/2023 | HighTower Advisors LLC | 61,604 | $2.04M | 0.0% | +1.6% | 0.632% | |
11/4/2023 | Syon Capital LLC | 373,494 | $12.31M | 1.5% | N/A | 3.831% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 90,323 | $2.98M | 0.0% | +8.9% | 0.905% | |
10/11/2023 | Marotta Asset Management | 240,661 | $7.94M | 1.8% | +9.1% | 2.451% | |
10/10/2023 | International Assets Investment Management LLC | 70,616 | $2.33M | 0.2% | N/A | 0.719% | |
10/4/2023 | International Assets Investment Management LLC | 70,616 | $2.33M | 0.2% | N/A | 0.719% | |
8/22/2023 | Idaho Trust Bank | 15,626 | $553K | 0.3% | N/A | 0.172% | |
8/14/2023 | EHP Funds Inc. | 17,200 | $609K | 0.1% | -32.8% | 0.190% | |
8/14/2023 | Mount Lucas Management LP | 20,440 | $724K | 0.2% | +8.6% | 0.225% | |
8/9/2023 | Flow Traders U.S. LLC | 44,876 | $1.59M | 0.1% | +559.6% | 0.495% | |
8/8/2023 | Rhumbline Advisers | 50,520 | $1.79M | 0.0% | N/A | 0.557% | |
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8/8/2023 | Catalyst Capital Advisors LLC | 141,410 | $5.01M | 0.1% | +4.3% | 1.559% | |
8/2/2023 | Bank of Montreal Can | 2,937 | $106K | 0.0% | N/A | 0.032% | |
7/31/2023 | LPL Financial LLC | 205,423 | $7.28M | 0.0% | +46.6% | 2.265% | |
7/26/2023 | Glass Jacobson Investment Advisors llc | 3,200 | $113K | 0.1% | N/A | 0.035% | |
7/24/2023 | Bank Julius Baer & Co. Ltd Zurich | 57,997 | $2.05M | 0.0% | -27.6% | 0.639% | |
7/21/2023 | Millburn Ridgefield Corp | 141,863 | $5.03M | 0.2% | +4.5% | 1.564% | |
7/20/2023 | Bank Julius Baer & Co. Ltd Zurich | 57,997,500 | $2.05B | 0.0% | +72,313.6% | 639.443% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 82,931 | $2.94M | 0.0% | +5.0% | 0.914% | |
7/5/2023 | Marotta Asset Management | 220,534 | $7.81M | 1.7% | N/A | 2.431% | |
5/15/2023 | Catalyst Capital Advisors LLC | 135,523 | $4.82M | 0.1% | -0.8% | 1.755% | |
5/12/2023 | AlphaCentric Advisors LLC | 3,655 | $130K | 0.1% | N/A | 0.047% | |
5/12/2023 | Main Management ETF Advisors LLC | 138,790 | $4.93M | 0.4% | +49.3% | 1.798% | |
5/11/2023 | M&T Bank Corp | 8,012 | $285K | 0.0% | -34.6% | 0.104% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 78,982 | $2.81M | 0.0% | N/A | 1.023% | |
5/11/2023 | Bank Julius Baer & Co. Ltd Zurich | 80,092 | $2.85M | 0.0% | +164.4% | 1.037% | |
5/10/2023 | AMG National Trust Bank | 39,142 | $1.39M | 0.0% | N/A | 0.507% | |
5/10/2023 | Proquility Private Wealth Partners LLC | 22,125 | $786K | 0.3% | +23.0% | 0.287% | |
5/10/2023 | LPL Financial LLC | 140,120 | $4.98M | 0.0% | +2,039.9% | 1.815% | |
5/8/2023 | Global Retirement Partners LLC | 731 | $27K | 0.0% | +2,607.4% | 0.009% | |
5/4/2023 | CX Institutional | 283,919 | $10.08M | 0.5% | N/A | 3.678% | |
5/3/2023 | Shoker Investment Counsel Inc. | 46,325 | $1.65M | 0.7% | -4.0% | 0.600% | |
4/27/2023 | Jessup Wealth Management Inc | 11,804 | $420K | 0.2% | N/A | 0.153% | |
4/25/2023 | Millburn Ridgefield Corp | 135,717 | $4.82M | 0.2% | -0.8% | 1.758% | |
4/14/2023 | Raymond James & Associates | 13,106 | $466K | 0.0% | N/A | 0.170% | |
3/6/2023 | OLD Mission Capital LLC | 17,194 | $556K | 0.0% | -74.7% | 0.220% | |
2/15/2023 | Main Management ETF Advisors LLC | 92,965 | $3.01M | 0.3% | N/A | 1.107% | |
2/14/2023 | New Vernon Capital Holdings II LLC | 15,834 | $512K | 0.4% | N/A | 0.189% | |
2/13/2023 | Integrated Wealth Concepts LLC | 34,737 | $1.12M | 0.0% | N/A | 0.414% | |
2/13/2023 | M&T Bank Corp | 38,427 | $1.61M | 0.0% | +213.5% | 0.457% | |
2/10/2023 | Bank of America Corp DE | 1,264,937 | $40.90M | 0.0% | -15.5% | 15.059% | |
2/10/2023 | Shoker Investment Counsel Inc. | 48,265 | $1.56M | 0.7% | N/A | 0.575% | |
2/10/2023 | PNC Financial Services Group Inc. | 13,975 | $452K | 0.0% | +30.8% | 0.166% | |
2/9/2023 | Mirae Asset Global Investments Co. Ltd. | 33,500 | $1.08M | 0.0% | -51.3% | 0.399% | |
2/9/2023 | HighTower Advisors LLC | 244,840 | $7.92M | 0.0% | +28.9% | 2.915% | |
2/8/2023 | UBS Group AG | 55,779 | $1.80M | 0.0% | -9.7% | 0.664% | |
2/7/2023 | Catalyst Capital Advisors LLC | 136,665 | $4.42M | 0.1% | -5.1% | 1.627% | |
2/7/2023 | Envestnet Asset Management Inc. | 6,524 | $211K | 0.0% | N/A | 0.079% | |
2/6/2023 | Glass Jacobson Investment Advisors llc | 3,200 | $103K | 0.1% | N/A | 0.039% | |
2/1/2023 | Bank of Montreal Can | 3,440 | $112K | 0.0% | +43.6% | 0.039% | |
1/24/2023 | Bank Julius Baer & Co. Ltd Zurich | 30,293 | $979K | 0.0% | N/A | 0.334% | |
1/20/2023 | Millburn Ridgefield Corp | 136,874 | $4.43M | 0.2% | -5.1% | 1.509% | |
1/3/2023 | Marotta Asset Management | 189,345 | $6.12M | 1.5% | +3.8% | 1.884% | |
11/15/2022 | Pathstone Family Office LLC | 79,067 | $2.15M | 0.0% | -80.1% | 0.639% | |
11/15/2022 | Proquility Private Wealth Partners LLC | 20,853 | $568K | 0.3% | +7.3% | 0.169% | |
11/15/2022 | Evergreen Capital Management LLC | 47,833 | $1.30M | 0.1% | -1.3% | 0.386% | |
11/15/2022 | Flow Traders U.S. LLC | 300,358 | $8.19M | 0.4% | +44.4% | 2.426% | |
11/14/2022 | OLD Mission Capital LLC | 67,961 | $1.85M | 0.1% | +657.5% | 0.549% | |
11/14/2022 | Hsbc Holdings PLC | 26,764 | $729K | 0.0% | -46.6% | 0.216% | |
11/10/2022 | UBS Group AG | 61,780 | $1.68M | 0.0% | -9.1% | 0.499% | |
11/8/2022 | Catalyst Capital Advisors LLC | 144,048 | $3.93M | 0.1% | +36.7% | 1.164% | |
You need to know these two things about AI stocks ASAP… (Ad) For 40 years, he's been known as one of the world's most bullish investors.
Forbes even referred to him a "perma bull"...
But he just shocked the world by issuing a massive bear warning about AI stocks. Go here now for this breaking story. |
11/7/2022 | Advisors Preferred LLC | 1,228 | $34K | 0.0% | N/A | 0.010% | |
11/4/2022 | Vontobel Holding Ltd. | 18,495 | $504K | 0.0% | N/A | 0.149% | |
11/4/2022 | CX Institutional | 185,295 | $5.05M | 0.4% | +83.0% | 1.497% | |
11/3/2022 | Millburn Ridgefield Corp | 144,246 | $3.93M | 0.2% | +36.7% | 1.165% | |
11/3/2022 | Barclays PLC | 5,109 | $139K | 0.0% | -84.3% | 0.041% | |
10/25/2022 | Hightower 6M Holding LLC | 59,881 | $1.63M | 0.1% | +4.5% | 0.484% | |
10/25/2022 | Raymond James & Associates | 7,512 | $205K | 0.0% | N/A | 0.061% | |
10/11/2022 | Marotta Asset Management | 182,414 | $4.97M | 1.3% | +27.0% | 1.473% | |
8/13/2022 | Marks Group Wealth Management Inc | 9,192 | $280K | 0.0% | -45.6% | 0.064% | |
8/13/2022 | Flow Traders U.S. LLC | 207,995 | $6.33M | 0.3% | N/A | 1.380% | |