5/4/2024 | WBI Investments LLC | 4,927 | $315K | 0.1% | N/A | 0.123% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 17,500 | $1.12M | 0.0% | -66.0% | 0.438% | |
4/29/2024 | Commonwealth Equity Services LLC | 32,077 | $2.05M | 0.0% | +10.4% | 0.802% | |
4/25/2024 | Osborne Partners Capital Management LLC | 361,015 | $23.11M | 1.4% | -2.6% | 9.025% | |
3/22/2024 | PNC Financial Services Group Inc. | 82,868 | $4.87M | 0.0% | -3.5% | 3.767% | |
2/12/2024 | Parallel Advisors LLC | 861 | $51K | 0.0% | -58.8% | 0.039% | |
|
2/9/2024 | PNC Financial Services Group Inc. | 82,868 | $4.87M | 0.0% | -3.5% | 3.767% | |
1/31/2024 | Migdal Insurance & Financial Holdings Ltd. | 12,580 | $737K | 0.0% | N/A | 0.572% | |
1/29/2024 | DHK Financial Advisors Inc. | 64,015 | $3.76M | 2.8% | N/A | 2.910% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 51,500 | $3.03M | 0.0% | -27.3% | 2.341% | |
1/22/2024 | Osborne Partners Capital Management LLC | 370,515 | $21.78M | 1.4% | -2.0% | 16.842% | |
1/16/2024 | Raymond James & Associates | 70,230 | $4.13M | 0.0% | +294.5% | 3.192% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 4,152 | $220K | 0.0% | N/A | 0.189% | |
11/13/2023 | PNC Financial Services Group Inc. | 85,868 | $4.55M | 0.0% | -18.2% | 3.903% | |
11/8/2023 | Atria Wealth Solutions Inc. | 4,183 | $221K | 0.0% | -7.5% | 0.190% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 5,825 | $308K | 0.0% | +5.0% | 0.265% | |
10/31/2023 | Aubrey Capital Management Ltd | 30,955 | $1.64M | 0.9% | N/A | 1.407% | |
10/26/2023 | Osborne Partners Capital Management LLC | 377,910 | $20.00M | 1.5% | -0.5% | 17.178% | |
10/26/2023 | Mirae Asset Global Investments Co. Ltd. | 70,800 | $3.75M | 0.0% | N/A | 3.218% | |
10/24/2023 | Raymond James & Associates | 17,803 | $942K | 0.0% | -7.8% | 0.809% | |
10/23/2023 | Commonwealth Equity Services LLC | 28,916 | $1.53M | 0.0% | N/A | 1.314% | |
8/11/2023 | PNC Financial Services Group Inc. | 104,968 | $5.50M | 0.0% | -0.8% | 5.832% | |
8/10/2023 | Cetera Advisor Networks LLC | 15,953 | $836K | 0.0% | +2.2% | 0.886% | |
8/9/2023 | Flow Traders U.S. LLC | 22,342 | $1.17M | 0.1% | -23.7% | 1.241% | |
8/3/2023 | Atria Wealth Solutions Inc. | 4,521 | $237K | 0.0% | N/A | 0.251% | |
7/31/2023 | Valley National Advisers Inc. | 494 | $26K | 0.0% | N/A | 0.027% | |
7/25/2023 | Raymond James & Associates | 19,313 | $1.01M | 0.0% | -10.1% | 1.073% | |
7/20/2023 | Osborne Partners Capital Management LLC | 379,680 | $19.90M | 1.4% | +0.7% | 21.093% | |
5/1/2023 | Csenge Advisory Group | 5,192 | $231K | 0.0% | -9.7% | 0.325% | |
4/25/2023 | Parallel Advisors LLC | 2,207 | $98K | 0.0% | -43.5% | 0.138% | |
4/24/2023 | Osborne Partners Capital Management LLC | 377,193 | $16.75M | 1.2% | +1.2% | 23.575% | |
4/14/2023 | Raymond James & Associates | 21,475 | $954K | 0.0% | N/A | 1.342% | |
3/6/2023 | OLD Mission Capital LLC | 4,847 | $220K | 0.0% | N/A | 0.303% | |
2/10/2023 | PNC Financial Services Group Inc. | 106,968 | $4.85M | 0.0% | -2.2% | 6.686% | |
2/6/2023 | Parallel Advisors LLC | 3,905 | $177K | 0.0% | -32.0% | 0.244% | |
2/1/2023 | Bank of Montreal Can | 17,634 | $808K | 0.0% | N/A | 1.102% | |
2/1/2023 | Great Valley Advisor Group Inc. | 36,856 | $1.67M | 0.1% | -11.5% | 2.304% | |
1/24/2023 | Osborne Partners Capital Management LLC | 372,904 | $16.92M | 1.3% | -1.9% | 23.307% | |
11/15/2022 | Flow Traders U.S. LLC | 6,321 | $324K | 0.0% | -65.6% | 0.395% | |
11/4/2022 | First Republic Investment Management Inc. | 10,730 | $550K | 0.0% | -11.4% | 0.671% | |
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10/27/2022 | Osborne Partners Capital Management LLC | 380,235 | $19.48M | 1.6% | -0.9% | 23.765% | |
10/21/2022 | Great Valley Advisor Group Inc. | 41,666 | $2.14M | 0.1% | N/A | 2.604% | |
8/16/2022 | Aubrey Capital Management Ltd | 27,055 | $1.31M | 1.1% | +18.9% | 1.691% | |
8/13/2022 | Flow Traders U.S. LLC | 18,390 | $888K | 0.0% | +21.2% | 1.149% | |
8/1/2022 | Parallel Advisors LLC | 5,888 | $284K | 0.0% | +1,043.3% | 0.368% | |
8/1/2022 | Osborne Partners Capital Management LLC | 383,753 | $18.52M | 1.4% | -5.4% | 23.985% | |
5/12/2022 | PNC Financial Services Group Inc. | 115,168 | $5.71M | 0.0% | -0.3% | 7.430% | |
5/9/2022 | Csenge Advisory Group | 5,194 | $257K | 0.0% | +29.9% | 0.335% | |
5/5/2022 | Aubrey Capital Management Ltd | 22,755 | $1.13M | 0.6% | -81.7% | 1.468% | |
5/5/2022 | Osborne Partners Capital Management LLC | 405,726 | $20.11M | 1.5% | +2.5% | 26.176% | |
2/11/2022 | Bank of Montreal Can | 91,986 | $5.24M | 0.0% | N/A | 5.110% | |
2/10/2022 | Csenge Advisory Group | 4,000 | $217K | 0.0% | N/A | 0.222% | |
1/31/2022 | Osborne Partners Capital Management LLC | 396,003 | $21.35M | 1.6% | -21.2% | 22.000% | |
1/20/2022 | Parallel Advisors LLC | 515 | $28K | 0.0% | -50.0% | 0.029% | |
11/15/2021 | Flow Traders U.S. LLC | 6,984 | $399K | 0.0% | N/A | 0.423% | |
11/5/2021 | PNC Financial Services Group Inc. | 117,168 | $6.70M | 0.0% | -1.3% | 7.101% | |
10/25/2021 | Osborne Partners Capital Management LLC | 502,255 | $28.70M | 2.3% | -8.8% | 30.440% | |
10/19/2021 | Arkadios Wealth Advisors | 497 | $28K | 0.0% | -48.2% | 0.030% | |
8/17/2021 | Citadel Advisors LLC | 23,945 | $1.29M | 0.0% | -43.4% | 1.260% | |
8/16/2021 | Morgan Stanley | 67,486 | $3.64M | 0.0% | +16.3% | 3.552% | |
8/16/2021 | Credit Suisse AG | 8,163 | $441K | 0.0% | +16.2% | 0.430% | |
8/16/2021 | New Vernon Capital Holdings II LLC | 1,588 | $86K | 0.0% | N/A | 0.084% | |
8/9/2021 | Osborne Partners Capital Management LLC | 550,681 | $29.73M | 2.4% | +2.9% | 31.467% | |
8/6/2021 | Parallel Advisors LLC | 515 | $28K | 0.0% | N/A | 0.029% | |
8/2/2021 | Advisor Group Holdings Inc. | 1,758 | $95K | 0.0% | -15.7% | 0.100% | |
5/18/2021 | Morgan Stanley | 58,023 | $2.97M | 0.0% | +26.0% | 3.224% | |
5/18/2021 | Citadel Advisors LLC | 42,320 | $2.17M | 0.0% | -5.2% | 2.351% | |
5/18/2021 | Jane Street Group LLC | 9,963 | $511K | 0.0% | N/A | 0.554% | |
5/10/2021 | HighTower Advisors LLC | 3,896 | $201K | 0.0% | -19.0% | 0.216% | |
5/7/2021 | The PNC Financial Services Group Inc. | 118,668 | $6.08M | 0.0% | -25.0% | 6.593% | |
4/28/2021 | Csenge Advisory Group | 4,000 | $201K | 0.0% | N/A | 0.222% | |
4/22/2021 | Aubrey Capital Management Ltd | 124,455 | $6.38M | 1.8% | -5.4% | 6.914% | |
3/26/2021 | Susquehanna International Group LLP | 8,489 | $409K | 0.0% | -41.6% | 0.472% | |
2/17/2021 | Cetera Advisor Networks LLC | 4,230 | $204K | 0.0% | N/A | 0.235% | |
2/12/2021 | New Vernon Capital Holdings II LLC | 1,588 | $77K | 0.0% | -81.8% | 0.088% | |
2/12/2021 | Credit Suisse AG | 7,023 | $338K | 0.0% | -27.8% | 0.390% | |
2/10/2021 | HighTower Advisors LLC | 4,808 | $232K | 0.0% | -36.0% | 0.267% | |
2/9/2021 | Arkadios Wealth Advisors | 970 | $46K | 0.0% | N/A | 0.054% | |
11/17/2020 | Jane Street Group LLC | 11,974 | $504K | 0.0% | N/A | 0.665% | |
11/13/2020 | Morgan Stanley | 44,384 | $1.87M | 0.0% | -5.8% | 2.466% | |
10/29/2020 | Aubrey Capital Management Ltd | 118,346 | $4.98M | 1.5% | +18.5% | 6.575% | |
8/17/2020 | Private Advisor Group LLC | 1,228 | $46K | 0.0% | N/A | 0.065% | |
8/14/2020 | Bank of America Corp DE | 1,046 | $39K | 0.0% | -71.2% | 0.055% | |
8/10/2020 | HighTower Advisors LLC | 109,073 | $4.11M | 0.0% | -2.7% | 5.741% | |
8/10/2020 | Aubrey Capital Management Ltd | 99,846 | $3.77M | 1.7% | +24.1% | 5.255% | |
6/16/2020 | Royal Bank of Canada | 21,512 | $661K | 0.0% | -56.1% | 1.132% | |
5/26/2020 | Verus Capital Partners LLC | 1,222 | $38K | 0.0% | -28.0% | 0.061% | |
5/21/2020 | HighTower Advisors LLC | 112,071 | $3.45M | 0.0% | +5.3% | 5.604% | |
5/18/2020 | Advisor Group Holdings Inc. | 1,227 | $38K | 0.0% | N/A | 0.061% | |
5/15/2020 | Jane Street Group LLC | 50,930 | $1.57M | 0.0% | +57.0% | 2.547% | |
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5/15/2020 | Morgan Stanley | 54,214 | $1.67M | 0.0% | -14.6% | 2.711% | |
5/1/2020 | UBS Group AG | 19,923 | $613K | 0.0% | +20.7% | 0.996% | |