4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 39,414 | $558K | 0.0% | +10.6% | 0.457% | |
4/30/2024 | Joel Isaacson & Co. LLC | 26,226 | $371K | 0.0% | +15.8% | 0.304% | |
4/16/2024 | Colorado Capital Management Inc. | 51,546 | $729K | 0.4% | -6.8% | 0.598% | |
3/22/2024 | PNC Financial Services Group Inc. | 1,891 | $30K | 0.0% | -57.9% | 0.018% | |
3/8/2024 | Trust Co. of Vermont | 26,555 | $424K | 0.0% | -13.2% | 0.258% | |
2/7/2024 | JFS Wealth Advisors LLC | 36,697 | $586K | 0.0% | -23.9% | 0.357% | |
|
2/6/2024 | Johnson Financial Group LLC | 53,383 | $853K | 0.1% | N/A | 0.519% | |
2/5/2024 | Mather Group LLC. | 14,580 | $233K | 0.0% | N/A | 0.142% | |
2/1/2024 | CWM LLC | 2,741 | $44K | 0.0% | +337.2% | 0.027% | |
1/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 35,640 | $569K | 0.0% | +54.3% | 0.347% | |
1/29/2024 | Perigon Wealth Management LLC | 18,218 | $291K | 0.0% | -31.5% | 0.177% | |
1/19/2024 | Colorado Capital Management Inc. | 55,297 | $883K | 0.6% | -21.0% | 0.538% | |
1/18/2024 | Pettinga Financial Advisors LLC | 11,754 | $188K | 0.1% | -16.4% | 0.114% | |
1/16/2024 | Compagnie Lombard Odier SCmA | 58,400 | $933K | 0.0% | +30.9% | 0.568% | |
12/6/2023 | Citigroup Inc. | 27,475 | $423K | 0.0% | +41.8% | 0.267% | |
11/27/2023 | Trust Co. of Vermont | 30,592 | $471K | 0.0% | -51.1% | 0.298% | |
11/15/2023 | Ramirez Asset Management Inc. | 16,469 | $253K | 0.1% | N/A | 0.160% | |
11/13/2023 | LPL Financial LLC | 245,125 | $3.77M | 0.0% | -6.6% | 2.384% | |
11/13/2023 | Clearstead Advisors LLC | 2,220 | $34K | 0.0% | +56.3% | 0.022% | |
11/9/2023 | Citigroup Inc. | 27,475 | $423K | 0.0% | +41.8% | 0.267% | |
11/9/2023 | UBS Group AG | 151,337 | $2.33M | 0.0% | +158.9% | 1.472% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 12,330 | $190K | 0.0% | -5.9% | 0.120% | |
11/7/2023 | Clearstead Advisors LLC | 2,220 | $34K | 0.0% | +56.3% | 0.022% | |
11/2/2023 | JFS Wealth Advisors LLC | 48,252 | $742K | 0.1% | +7.1% | 0.469% | |
10/30/2023 | Perigon Wealth Management LLC | 26,598 | $409K | 0.0% | +9.7% | 0.259% | |
10/30/2023 | Harel Insurance Investments & Financial Services Ltd. | 23,096 | $355K | 0.0% | +55.2% | 0.225% | |
10/27/2023 | Financial Advocates Investment Management | 28,206 | $436K | 0.0% | -24.5% | 0.274% | |
10/27/2023 | Colorado Capital Management Inc. | 70,029 | $1.08M | 0.8% | -12.1% | 0.681% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 29,731 | $457K | 0.0% | -9.0% | 0.289% | |
10/24/2023 | Joel Isaacson & Co. LLC | 14,857 | $229K | 0.0% | N/A | 0.145% | |
10/23/2023 | Compagnie Lombard Odier SCmA | 44,600 | $686K | 0.0% | -4.3% | 0.434% | |
8/14/2023 | Thomas White International Ltd. | 11,187 | $211K | 0.0% | +35.8% | 0.109% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 47,987 | $907K | 0.0% | +6.3% | 0.467% | |
8/7/2023 | Modera Wealth Management LLC | 39,622 | $749K | 0.0% | N/A | 0.385% | |
8/7/2023 | JFS Wealth Advisors LLC | 45,054 | $852K | 0.1% | +7.4% | 0.438% | |
8/4/2023 | Banco Bilbao Vizcaya Argentaria S.A. | 25,547 | $483K | 0.0% | -34.5% | 0.249% | |
8/2/2023 | Bank of Montreal Can | 44,103 | $860K | 0.0% | N/A | 0.429% | |
8/2/2023 | Perigon Wealth Management LLC | 24,256 | $458K | 0.0% | N/A | 0.236% | |
7/31/2023 | LPL Financial LLC | 262,371 | $4.96M | 0.0% | +6.0% | 2.552% | |
7/28/2023 | First Republic Investment Management Inc. | 13,105 | $248K | 0.0% | -5.8% | 0.122% | |
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7/25/2023 | Raymond James Financial Services Advisors Inc. | 32,681 | $618K | 0.0% | -16.1% | 0.305% | |
7/25/2023 | WealthPlan Investment Management LLC | 65,286 | $6.22M | 1.5% | +3,940.0% | 0.609% | |
7/21/2023 | Creative Planning | 16,955 | $320K | 0.0% | +25.7% | 0.158% | |
7/20/2023 | Bank Julius Baer & Co. Ltd Zurich | 117,733 | $2.23M | 0.0% | +98,010.8% | 1.098% | |
7/17/2023 | Trust Co. of Vermont | 62,591 | $1.18M | 0.1% | -5.1% | 0.584% | |
7/17/2023 | Harel Insurance Investments & Financial Services Ltd. | 14,884 | $281K | 0.0% | +70.9% | 0.139% | |
7/13/2023 | Colorado Capital Management Inc. | 79,664 | $1.51M | 1.1% | -8.2% | 0.743% | |
5/15/2023 | Thomas White International Ltd. | 8,239 | $162K | 0.0% | +115.7% | 0.076% | |
5/12/2023 | NewEdge Advisors LLC | 71,449 | $1.41M | 0.0% | -12.8% | 0.663% | |
5/11/2023 | Financial Advocates Investment Management | 31,488 | $621K | 0.0% | +10.4% | 0.292% | |
5/10/2023 | LPL Financial LLC | 247,471 | $4.88M | 0.0% | -2.7% | 2.296% | |
5/9/2023 | Banco Bilbao Vizcaya Argentaria S.A. | 39,000 | $769K | 0.0% | +48.7% | 0.362% | |
5/8/2023 | WealthPlan Investment Management LLC | 1,616 | $32K | 0.0% | N/A | 0.015% | |
5/5/2023 | Howland Capital Management LLC | 10,050 | $198K | 0.0% | -28.5% | 0.093% | |
5/2/2023 | Harel Insurance Investments & Financial Services Ltd. | 8,707 | $172K | 0.0% | N/A | 0.081% | |
4/28/2023 | Ameritas Advisory Services LLC | 196,510 | $3.73M | 0.2% | +4.7% | 1.823% | |
4/28/2023 | Colorado Capital Management Inc. | 86,802 | $1.71M | 1.3% | -16.1% | 0.805% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 38,943 | $767K | 0.0% | -14.4% | 0.361% | |
4/7/2023 | Trust Co. of Vermont | 65,950 | $1.30M | 0.1% | +2.0% | 0.610% | |
4/6/2023 | Parsec Financial Management Inc. | 40,311 | $794K | 0.0% | -2.8% | 0.373% | |
2/13/2023 | JFS Wealth Advisors LLC | 41,898 | $769K | 0.1% | -8.3% | 0.385% | |
2/13/2023 | Banco Bilbao Vizcaya Argentaria S.A. | 26,220 | $481K | 0.0% | +46.8% | 0.241% | |
2/10/2023 | Ameritas Advisory Services LLC | 187,638 | $3.45M | 0.2% | +3.2% | 1.725% | |
2/8/2023 | Belpointe Asset Management LLC | 5,950 | $109K | 0.0% | N/A | 0.055% | |
2/7/2023 | LPL Financial LLC | 254,445 | $4.67M | 0.0% | +2.6% | 2.339% | |
2/6/2023 | Parsec Financial Management Inc. | 41,469 | $761K | 0.0% | -13.4% | 0.381% | |
1/30/2023 | International Assets Investment Management LLC | 256,128 | $9.39M | 0.8% | N/A | 2.354% | |
1/25/2023 | Navis Wealth Advisors LLC | 36,051 | $662K | 0.9% | N/A | 0.331% | |
1/18/2023 | Private Advisor Group LLC | 65,215 | $1.20M | 0.0% | N/A | 0.599% | |
1/18/2023 | Colorado Capital Management Inc. | 103,500 | $1.90M | 1.6% | -0.6% | 0.951% | |
1/13/2023 | Pettinga Financial Advisors LLC | 14,002 | $257K | 0.1% | -13.3% | 0.129% | |
11/22/2022 | IHT Wealth Management LLC | 32,251 | $615K | 0.0% | +11.9% | 0.282% | |
11/15/2022 | Financial Advocates Investment Management | 24,960 | $482K | 0.0% | +17.5% | 0.218% | |
11/14/2022 | Ameritas Advisory Services LLC | 181,755 | $3.46M | 0.2% | +3.2% | 1.590% | |
11/7/2022 | Parsec Financial Management Inc. | 47,883 | $913K | 0.0% | -4.3% | 0.419% | |
11/4/2022 | First Republic Investment Management Inc. | 15,273 | $291K | 0.0% | +26.2% | 0.134% | |
11/3/2022 | Creative Planning | 13,945 | $266K | 0.0% | -7.9% | 0.122% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 45,621 | $870K | 0.0% | -36.1% | 0.399% | |
10/24/2022 | Trust Co. of Vermont | 64,832 | $1.24M | 0.1% | +4.9% | 0.567% | |
10/21/2022 | Great Valley Advisor Group Inc. | 34,139 | $651K | 0.0% | -7.3% | 0.299% | |
10/19/2022 | Colorado Capital Management Inc. | 104,146 | $1.99M | 1.7% | -2.2% | 0.911% | |
8/15/2022 | Clearstead Advisors LLC | 1,420 | $28K | 0.0% | +57.8% | 0.012% | |
8/12/2022 | Financial Advocates Investment Management | 21,236 | $416K | 0.0% | -22.7% | 0.187% | |
8/12/2022 | Financial Engines Advisors L.L.C. | 50,008 | $980K | 0.0% | +10.2% | 0.439% | |
8/11/2022 | Compagnie Lombard Odier SCmA | 45,400 | $890K | 0.0% | +66.9% | 0.399% | |
8/2/2022 | JFS Wealth Advisors LLC | 45,754 | $897K | 0.1% | -1.1% | 0.402% | |
8/1/2022 | US Bancorp DE | 7,592 | $149K | 0.0% | -9.0% | 0.067% | |
7/29/2022 | Colorado Capital Management Inc. | 106,447 | $2.09M | 1.7% | -3.1% | 0.935% | |
7/27/2022 | Bailard Inc. | 13,854 | $272K | 0.0% | N/A | 0.122% | |
7/19/2022 | Commonwealth Equity Services LLC | 63,541 | $1.25M | 0.0% | +3.8% | 0.558% | |
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7/19/2022 | Pettinga Financial Advisors LLC | 16,426 | $322K | 0.1% | +36.3% | 0.144% | |
7/19/2022 | Great Valley Advisor Group Inc. | 36,818 | $722K | 0.0% | -23.4% | 0.324% | |
7/13/2022 | Allworth Financial LP | 3,653 | $72K | 0.0% | N/A | 0.032% | |
7/6/2022 | Parsec Financial Management Inc. | 50,021 | $980K | 0.0% | -3.2% | 0.440% | |
5/12/2022 | HAP Trading LLC | 33,102 | $821K | 0.0% | N/A | 0.291% | |
5/12/2022 | Financial Engines Advisors L.L.C. | 45,399 | $1.13M | 0.0% | +16.3% | 0.399% | |
5/12/2022 | Sumitomo Mitsui Financial Group Inc. | 53,200 | $3.47M | 0.1% | -8.3% | 0.468% | |
5/11/2022 | Financial Advocates Investment Management | 27,479 | $682K | 0.0% | +47.5% | 0.242% | |
5/10/2022 | Mercer Global Advisors Inc. ADV | 140,474 | $3.48M | 0.0% | +180.6% | 1.214% | |
5/10/2022 | People s United Financial Inc. | 11,663 | $289K | 0.0% | +8.7% | 0.101% | |