5/16/2024 | Jane Street Group LLC | 33,551 | $4.86M | 0.0% | N/A | 0.142% | |
5/15/2024 | Flow Traders U.S. LLC | 21,457 | $3.11M | 0.2% | N/A | 0.091% | |
5/15/2024 | Lazard Asset Management LLC | 21,599 | $3.13M | 0.0% | -4.2% | 0.092% | |
5/15/2024 | 1832 Asset Management L.P. | 591 | $86K | 0.0% | +31.3% | 0.003% | |
5/10/2024 | Banco Santander S.A. | 102,941 | $14.92M | 0.2% | +572.3% | 0.436% | |
5/10/2024 | Nwam LLC | 2,831 | $406K | 0.0% | +11.2% | 0.012% | |
|
5/9/2024 | Blair William & Co. IL | 6,100 | $884K | 0.0% | -2.1% | 0.026% | |
5/9/2024 | JDM Financial Group LLC | 3,061 | $444K | 0.3% | N/A | 0.013% | |
5/9/2024 | Angeles Wealth Management LLC | 133,902 | $19.40M | 1.9% | -7.5% | 0.567% | |
5/8/2024 | Barings LLC | 269,653 | $39.08M | 1.0% | -3.1% | 1.143% | |
5/8/2024 | Bleakley Financial Group LLC | 58,304 | $8.45M | 0.2% | -0.6% | 0.247% | |
5/7/2024 | Atomi Financial Group Inc. | 3,965 | $575K | 0.1% | +7.5% | 0.017% | |
5/7/2024 | SG Americas Securities LLC | 4,466 | $647K | 0.0% | N/A | 0.019% | |
5/3/2024 | Investments & Financial Planning LLC | 45,854 | $6.65M | 4.6% | +2.9% | 0.194% | |
5/3/2024 | Rehmann Capital Advisory Group | 2,378 | $345K | 0.0% | -2.9% | 0.010% | |
5/3/2024 | Lorne Steinberg Wealth Management Inc. | 3,132 | $454K | 0.1% | +3.7% | 0.013% | |
5/2/2024 | Main Street Research LLC | 14,961 | $2.17M | 0.1% | +3.7% | 0.063% | |
5/1/2024 | BNP Paribas Financial Markets | 4,441 | $644K | 0.0% | +175.3% | 0.019% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 72,678 | $10.53M | 0.0% | -1.8% | 0.308% | |
4/30/2024 | Beam Wealth Advisors Inc. | 26,660 | $3.86M | 2.3% | -0.6% | 0.113% | |
4/29/2024 | Commonwealth Equity Services LLC | 32,771 | $4.75M | 0.0% | +1.8% | 0.139% | |
4/29/2024 | Principal Financial Group Inc. | 151,737 | $21.99M | 0.0% | +86.8% | 0.643% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 11,777 | $1.71M | 0.0% | -11.9% | 0.050% | |
4/24/2024 | Simplicity Wealth LLC | 58,304 | $8.45M | 0.2% | N/A | 0.247% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 57,705 | $8.36M | 0.0% | -49.5% | 0.245% | |
4/18/2024 | Naviter Wealth LLC | 13,545 | $1.96M | 0.3% | N/A | 0.057% | |
4/18/2024 | Fifth Third Securities Inc. | 24,892 | $3.61M | 0.4% | +191.8% | 0.105% | |
4/18/2024 | Arlington Financial Advisors LLC | 4,033 | $584K | 0.1% | -57.7% | 0.017% | |
4/16/2024 | Webster Bank N. A. | 300 | $43K | 0.0% | N/A | 0.001% | |
4/16/2024 | Ameliora Wealth Management Ltd. | 185 | $27K | 0.0% | -72.8% | 0.001% | |
4/13/2024 | Retirement Planning Group LLC | 8,843 | $1.28M | 0.1% | -5.3% | 0.041% | |
4/8/2024 | Evensky & Katz LLC | 275,621 | $39.94M | 2.8% | N/A | 1.270% | |
3/8/2024 | ICA Group Wealth Management LLC | 17,043 | $2.27M | 0.5% | +20.4% | 0.079% | |
3/5/2024 | Wellington Management Group LLP | 142,912 | $19.01M | 0.0% | -22.1% | 0.659% | |
3/1/2024 | Goldman Sachs Group Inc. | 685,060 | $91.13M | 0.0% | +12.6% | 3.157% | |
2/23/2024 | Chicago Partners Investment Group LLC | 4,689 | $630K | 0.0% | +3.6% | 0.022% | |
2/15/2024 | Fullerton Fund Management Co Ltd. | 23,000 | $3.06M | 0.2% | +155.6% | 0.106% | |
2/14/2024 | Cassaday & Co Wealth Management LLC | 1,628 | $217K | 0.0% | N/A | 0.008% | |
2/14/2024 | Prudential PLC | 821,630 | $109.29M | 1.2% | -2.1% | 3.786% | |
2/14/2024 | Waterford Advisors LLC | 4,641 | $617K | 0.3% | -10.7% | 0.021% | |
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2/13/2024 | Angeles Wealth Management LLC | 144,737 | $19.25M | 2.3% | -3.0% | 0.667% | |
2/13/2024 | Oppenheimer & Co. Inc. | 9,913 | $1.32M | 0.0% | -10.6% | 0.046% | |
2/13/2024 | Goldman Sachs Group Inc. | 685,060 | $91.13M | 0.0% | +12.6% | 3.157% | |
2/12/2024 | Partners Capital Investment Group LLP | 270,334 | $35.96M | 0.8% | +23.7% | 1.246% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 20,322 | $2.70M | 0.0% | -2.0% | 0.094% | |
2/12/2024 | Proquility Private Wealth Partners LLC | 9,999 | $1.33M | 0.5% | N/A | 0.046% | |
2/12/2024 | Hsbc Holdings PLC | 81,600 | $10.85M | 0.0% | -30.5% | 0.376% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 13,369 | $1.78M | 0.0% | +7.8% | 0.062% | |
2/9/2024 | Cassaday & Co Wealth Management LLC | 1,628 | $217K | 0.0% | N/A | 0.008% | |
2/9/2024 | D.A. Davidson & CO. | 8,121 | $1.08M | 0.0% | N/A | 0.037% | |
2/9/2024 | UBS Group AG | 671,450 | $89.32M | 0.0% | +6.4% | 3.094% | |
2/8/2024 | Barings LLC | 278,266 | $37.02M | 1.2% | +7.1% | 1.282% | |
2/8/2024 | Wade G W & Inc. | 4,143 | $551K | 0.0% | -8.3% | 0.019% | |
2/8/2024 | Empire Life Investments Inc. | 106,600 | $14.18M | 0.9% | +65.3% | 0.491% | |
2/7/2024 | Avantax Advisory Services Inc. | 3,640 | $484K | 0.0% | +111.5% | 0.017% | |
2/7/2024 | Principal Financial Group Inc. | 81,213 | $10.80M | 0.0% | -45.7% | 0.374% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 16,358 | $2.18M | 0.0% | N/A | 0.075% | |
2/6/2024 | Family Asset Management LLC | 10,748 | $1.43M | 1.0% | -3.1% | 0.050% | |
2/6/2024 | SYM FINANCIAL Corp | 490 | $65K | 0.0% | +4,354.5% | 0.002% | |
2/6/2024 | National Bank of Canada FI | 409 | $54K | 0.0% | -44.3% | 0.002% | |
2/6/2024 | First Horizon Advisors Inc. | 213 | $28K | 0.0% | N/A | 0.001% | |
2/6/2024 | Great Valley Advisor Group Inc. | 7,436 | $989K | 0.0% | N/A | 0.034% | |
2/5/2024 | LWM Advisory Services LLC | 5,582 | $743K | 0.7% | N/A | 0.026% | |
2/5/2024 | Unique Wealth Strategies LLC | 1,808 | $240K | 0.2% | N/A | 0.008% | |
2/2/2024 | Truist Financial Corp | 6,016 | $800K | 0.0% | +81.7% | 0.028% | |
2/2/2024 | Bank Julius Baer & Co. Ltd Zurich | 202,503 | $26.94M | 0.1% | -13.6% | 0.933% | |
2/1/2024 | Lorne Steinberg Wealth Management Inc. | 3,019 | $402K | 0.1% | -18.2% | 0.014% | |
2/1/2024 | Sumitomo Mitsui DS Asset Management Company Ltd | 816,489 | $108.61M | 1.4% | -4.8% | 3.763% | |
1/31/2024 | Litman Gregory Wealth Management LLC | 8,574 | $1.14M | 0.1% | -11.0% | 0.040% | |
1/31/2024 | Beaumont Financial Advisors LLC | 2,410 | $321K | 0.0% | -7.7% | 0.011% | |
1/31/2024 | Migdal Insurance & Financial Holdings Ltd. | 1,300 | $173K | 0.0% | -50.0% | 0.006% | |
1/31/2024 | Beam Wealth Advisors Inc. | 26,812 | $3.57M | 2.3% | -2.9% | 0.124% | |
1/30/2024 | Rothschild & Co Wealth Management UK Ltd | 25,495 | $3.39M | 0.1% | -55.0% | 0.117% | |
1/30/2024 | Avior Wealth Management LLC | 11,792 | $1.57M | 0.1% | -24.5% | 0.054% | |
1/30/2024 | Main Street Research LLC | 14,429 | $1.92M | 0.2% | +0.6% | 0.066% | |
1/30/2024 | Mackenzie Financial Corp | 18,232 | $2.43M | 0.0% | -47.5% | 0.084% | |
1/29/2024 | Horst & Graben Wealth Management LLC | 1,625 | $216K | 0.0% | N/A | 0.007% | |
1/29/2024 | Simplicity Solutions LLC | 58,656 | $7.80M | 0.2% | +0.7% | 0.270% | |
1/29/2024 | Meitav Investment House Ltd. | 8,700 | $1.16M | 0.0% | +1.6% | 0.040% | |
1/29/2024 | Perigon Wealth Management LLC | 2,454 | $326K | 0.0% | +8.9% | 0.011% | |
1/26/2024 | Cerity Partners LLC | 7,123 | $948K | 0.0% | -35.4% | 0.033% | |
1/25/2024 | Bleakley Financial Group LLC | 58,656 | $7.80M | 0.2% | +0.7% | 0.270% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 74,000 | $9.84M | 0.0% | -30.2% | 0.341% | |
1/24/2024 | Allworth Financial LP | 2,804 | $373K | 0.0% | -18.3% | 0.013% | |
1/24/2024 | Private Trust Co. NA | 238 | $32K | 0.0% | -40.6% | 0.001% | |
1/22/2024 | LFA Lugano Financial Advisors SA | 410 | $55K | 0.0% | N/A | 0.002% | |
1/19/2024 | Fulcrum Equity Management | 46,192 | $6.14M | 7.6% | N/A | 0.213% | |
1/18/2024 | Investments & Financial Planning LLC | 44,569 | $5.93M | 4.4% | +79.8% | 0.205% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 114,295 | $15.20M | 0.0% | +118.8% | 0.527% | |
1/16/2024 | Retirement Planning Group LLC | 9,338 | $1.24M | 0.1% | -5.6% | 0.043% | |
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1/16/2024 | Compagnie Lombard Odier SCmA | 11,045 | $1.47M | 0.0% | +59.1% | 0.051% | |
1/12/2024 | CX Institutional | 69,315 | $9.22M | 0.5% | -68.7% | 0.319% | |
1/9/2024 | WBH Advisory Inc. | 11,463 | $1.53M | 0.2% | -8.9% | 0.053% | |
1/9/2024 | Arlington Financial Advisors LLC | 9,525 | $1.27M | 0.4% | +135.9% | 0.044% | |
12/1/2023 | Wellington Management Group LLP | 183,434 | $22.04M | 0.0% | -29.2% | 0.845% | |
11/27/2023 | Banque Pictet & Cie SA | 28,905 | $3.47M | 0.0% | -1.5% | 0.133% | |
11/24/2023 | EP Wealth Advisors LLC | 862 | $104K | 0.0% | N/A | 0.004% | |
11/15/2023 | Royal Bank of Canada | 1,491,795 | $179.27M | 0.0% | +5.0% | 6.875% | |
11/15/2023 | Schroder Investment Management Group | 62,012 | $7.45M | 0.0% | +40.9% | 0.286% | |
11/15/2023 | Lido Advisors LLC | 8,254 | $992K | 0.0% | -50.0% | 0.038% | |