4/26/2024 | Meridian Wealth Management LLC | 99,870 | $0.80M | 0.1% | +15.7% | 0.059% | |
4/23/2024 | Wealth Effects LLC | 147,200 | $1.18M | 0.4% | +44.7% | 0.087% | |
4/18/2024 | Refined Wealth Management | 458,792 | $3.68M | 2.7% | +42.5% | 0.272% | |
4/18/2024 | tru Independence LLC | 303,435 | $2.43M | 0.7% | +0.6% | 0.180% | |
4/18/2024 | Udine Wealth Management Inc. | 137,314 | $1.10M | 0.8% | +1.9% | 0.081% | |
4/18/2024 | LVW Advisors LLC | 38,114 | $0.31M | 0.1% | -20.7% | 0.023% | |
4/17/2024 | Merrion Investment Management Co LLC | 32,350 | $0.26M | 0.2% | -7.2% | 0.019% | |
4/16/2024 | Register Financial Advisors LLC | 63,900 | $0.51M | 0.3% | +40.4% | 0.038% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 14,694 | $0.12M | 0.0% | +36.6% | 0.009% | |
4/12/2024 | Game Plan Financial Advisors LLC | 10,135 | $81K | 0.0% | +65.2% | 0.006% | |
4/11/2024 | Salem Investment Counselors Inc. | 155,045 | $1.24M | 0.0% | +34.8% | 0.092% | |
4/4/2024 | Moody National Bank Trust Division | 24,011 | $0.19M | 0.0% | -59.1% | 0.014% | |
3/22/2024 | PNC Financial Services Group Inc. | 52,387 | $0.66M | 0.0% | -11.4% | 0.031% | |
3/11/2024 | Vanguard Group Inc. | 12,928,993 | $161.87M | 0.0% | +4.1% | 7.673% | |
3/5/2024 | Wellington Management Group LLP | 628,712 | $7.87M | 0.0% | +8.2% | 0.375% | |
3/1/2024 | Electron Capital Partners LLC | 3,239,296 | $40.56M | 1.7% | +20.0% | 1.931% | |
2/20/2024 | Able Wealth Management LLC | 2,700 | $34K | 0.0% | N/A | 0.002% | |
2/20/2024 | Clarity Capital Partners LLC | 131,240 | $1.64M | 1.2% | N/A | 0.078% | |
2/20/2024 | Voisard Asset Management Group Inc. | 4,000 | $50K | 0.0% | N/A | 0.002% | |
2/15/2024 | Park West Asset Management LLC | 1,200,000 | $15.02M | 1.5% | -68.4% | 0.715% | |
2/15/2024 | Granahan Investment Management LLC | 1,573,541 | $19.70M | 0.7% | -12.5% | 0.938% | |
2/14/2024 | Shariaportfolio Inc. | 310,613 | $3.89M | 2.6% | +26.9% | 0.185% | |
2/14/2024 | Masters Capital Management LLC | 1,300,000 | $16.28M | 0.7% | +18.2% | 0.775% | |
2/14/2024 | K2 Principal Fund L.P. | 21,643 | $0.27M | 0.0% | +41.1% | 0.013% | |
2/14/2024 | Soviero Asset Management LP | 120,000 | $1.50M | 0.7% | N/A | 0.072% | |
2/14/2024 | Seven Eight Capital LP | 78,028 | $0.98M | 0.1% | -56.7% | 0.047% | |
2/14/2024 | Old West Investment Management LLC | 561,552 | $7.03M | 3.6% | +5.9% | 0.335% | |
2/14/2024 | CenterBook Partners LP | 470,689 | $5.89M | 0.7% | +33.8% | 0.281% | |
2/13/2024 | Oppenheimer & Co. Inc. | 150,620 | $1.89M | 0.0% | +68.7% | 0.090% | |
2/13/2024 | Tower Research Capital LLC TRC | 8,866 | $0.11M | 0.0% | +106.3% | 0.005% | |
2/13/2024 | Arbor Capital Management Inc. ADV | 199,914 | $2.34M | 1.7% | -5.2% | 0.119% | |
2/12/2024 | Scotia Capital Inc. | 36,865 | $0.46M | 0.0% | +87.3% | 0.022% | |
2/12/2024 | Stifel Financial Corp | 652,262 | $8.17M | 0.0% | +4.4% | 0.389% | |
2/12/2024 | Millrace Asset Group Inc. | 134,591 | $1.69M | 1.7% | +70.1% | 0.080% | |
2/9/2024 | Advisory Services Network LLC | 50,045 | $0.63M | 0.0% | +52.9% | 0.030% | |
2/9/2024 | Oxford Asset Management LLP | 18,081 | $0.23M | 0.4% | N/A | 0.011% | |
2/9/2024 | Quest Partners LLC | 3,910 | $49K | 0.0% | N/A | 0.002% | |
2/9/2024 | Corient Private Wealth LLC | 49,587 | $0.62M | 0.0% | +1.9% | 0.030% | |
2/9/2024 | Wells Fargo & Company MN | 1,034,055 | $12.95M | 0.0% | +19.9% | 0.616% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 117,390 | $1.47M | 0.1% | -1.7% | 0.070% | |
2/9/2024 | UBS Group AG | 586,734 | $7.35M | 0.0% | +31.8% | 0.350% | |
2/9/2024 | PNC Financial Services Group Inc. | 52,387 | $0.66M | 0.0% | -11.4% | 0.031% | |
2/9/2024 | Dynamic Technology Lab Private Ltd | 52,008 | $0.65M | 0.1% | N/A | 0.031% | |
2/8/2024 | Meridian Wealth Management LLC | 86,340 | $1.08M | 0.1% | -38.6% | 0.051% | |
2/8/2024 | Capital Wealth Planning LLC | 25,000 | $0.31M | 0.0% | N/A | 0.015% | |
2/8/2024 | Janney Montgomery Scott LLC | 97,979 | $1.23M | 0.0% | +5.3% | 0.058% | |
2/8/2024 | Essex Investment Management Co. LLC | 181,101 | $2.27M | 0.4% | -36.8% | 0.108% | |
2/7/2024 | Avantax Advisory Services Inc. | 22,803 | $0.29M | 0.0% | +37.8% | 0.014% | |
2/7/2024 | Jump Financial LLC | 74,621 | $0.93M | 0.0% | N/A | 0.044% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 1,089,959 | $13.65M | 0.0% | +5.3% | 0.650% | |
2/6/2024 | Private Advisor Group LLC | 78,712 | $0.99M | 0.0% | -44.3% | 0.047% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 21,000 | $0.26M | 0.0% | +71.9% | 0.013% | |
2/6/2024 | Doheny Asset Management CA | 262,065 | $3.28M | 3.2% | +2.2% | 0.156% | |
2/6/2024 | Swiss National Bank | 268,200 | $3.36M | 0.0% | -3.6% | 0.160% | |
2/5/2024 | Victory Capital Management Inc. | 18,423 | $0.23M | 0.0% | +29.3% | 0.011% | |
2/5/2024 | Choreo LLC | 13,470 | $0.17M | 0.0% | +17.4% | 0.008% | |
2/5/2024 | White Pine Capital LLC | 85,761 | $1.07M | 0.4% | +31.2% | 0.051% | |
2/2/2024 | Atria Wealth Solutions Inc. | 18,035 | $0.23M | 0.0% | -14.4% | 0.011% | |
2/1/2024 | Cutter & CO Brokerage Inc. | 24,688 | $0.31M | 0.1% | +35.4% | 0.015% | |
2/1/2024 | New York State Common Retirement Fund | 94,230 | $1.18M | 0.0% | -71.2% | 0.056% | |
1/31/2024 | Calamos Wealth Management LLC | 84,400 | $1.06M | 0.1% | -58.8% | 0.050% | |
1/30/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 27,805 | $0.35M | 0.0% | +17.5% | 0.017% | |
1/30/2024 | Octavia Wealth Advisors LLC | 26,058 | $0.33M | 0.1% | -4.1% | 0.016% | |
1/30/2024 | Flputnam Investment Management Co. | 23,976 | $0.30M | 0.0% | +61.2% | 0.014% | |
1/29/2024 | AlphaQ Advisors LLC | 17,400 | $0.22M | 0.2% | +54.5% | 0.010% | |
1/29/2024 | Wealth Effects LLC | 101,750 | $1.27M | 0.5% | +3.9% | 0.061% | |
1/26/2024 | WESPAC Advisors LLC | 39,080 | $0.49M | 0.3% | +5.4% | 0.023% | |
1/26/2024 | PBMares Wealth Management LLC | 45,000 | $0.56M | 0.2% | -37.7% | 0.027% | |
1/25/2024 | International Assets Investment Management LLC | 33,804 | $4.23M | 0.0% | N/A | 0.020% | |
1/25/2024 | Nisa Investment Advisors LLC | 65,005 | $0.81M | 0.0% | -3.8% | 0.039% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 61,758 | $0.77M | 0.0% | -95.4% | 0.037% | |
1/24/2024 | Stratos Wealth Advisors LLC | 24,200 | $0.30M | 0.0% | N/A | 0.014% | |
1/24/2024 | Sowell Financial Services LLC | 29,578 | $0.37M | 0.0% | -22.0% | 0.018% | |
1/24/2024 | International Assets Investment Management LLC | 33,804 | $4.23M | 0.0% | N/A | 0.020% | |
1/24/2024 | Arizona State Retirement System | 38,049 | $0.48M | 0.0% | +5.6% | 0.023% | |
1/23/2024 | Insight Advisors LLC PA | 44,354 | $0.56M | 0.1% | +3.2% | 0.026% | |
1/23/2024 | TTP Investments Inc. | 595,826 | $7.46M | 3.2% | -16.7% | 0.355% | |
1/22/2024 | Refined Wealth Management | 322,034 | $4.03M | 3.2% | +54.4% | 0.192% | |
1/19/2024 | Kercheville Advisors LLC | 20,450 | $0.26M | 0.1% | -9.7% | 0.012% | |
1/18/2024 | Caprock Group LLC | 21,382 | $0.27M | 0.0% | -46.0% | 0.013% | |
1/18/2024 | Good Life Advisors LLC | 32,788 | $0.41M | 0.0% | +24.6% | 0.020% | |
1/18/2024 | DDD Partners LLC | 28,873 | $0.36M | 0.0% | -3.9% | 0.017% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 33,009 | $0.41M | 0.0% | -6.8% | 0.020% | |
1/16/2024 | Raymond James & Associates | 422,563 | $5.29M | 0.0% | +7.1% | 0.252% | |
1/16/2024 | Salem Investment Counselors Inc. | 115,045 | $1.44M | 0.0% | -35.8% | 0.069% | |
1/16/2024 | Wealthsource Partners LLC | 36,286 | $0.45M | 0.0% | +47.3% | 0.022% | |
1/12/2024 | Udine Wealth Management Inc. | 134,713 | $1.69M | 1.3% | N/A | 0.080% | |
1/12/2024 | SG Americas Securities LLC | 21,613 | $0.27M | 0.0% | +20.4% | 0.013% | |
1/12/2024 | Merrion Investment Management Co LLC | 34,850 | $0.44M | 0.3% | +52.9% | 0.021% | |
1/12/2024 | Register Financial Advisors LLC | 45,500 | $0.57M | 0.4% | -1.9% | 0.027% | |
1/9/2024 | Beacon Capital Management LLC | 2,500 | $31K | 0.0% | +66.7% | 0.001% | |
1/8/2024 | Channel Wealth LLC | 70,900 | $0.89M | 0.4% | +34.7% | 0.042% | |
1/5/2024 | Green Alpha Advisors LLC | 44,740 | $0.56M | 0.4% | +93.0% | 0.027% | |
1/4/2024 | DNB Asset Management AS | 101,254 | $1.27M | 0.0% | +60.8% | 0.060% | |
12/18/2023 | Vanguard Group Inc. | 12,415,485 | $155.81M | 0.0% | +9.5% | 7.400% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 10,615 | $0.13M | 0.0% | N/A | 0.006% | |
12/1/2023 | Wellington Management Group LLP | 580,859 | $7.29M | 0.0% | N/A | 0.346% | |
11/30/2023 | Neo Ivy Capital Management | 129,984 | $1.63M | 0.7% | N/A | 0.077% | |
11/15/2023 | Adalta Capital Management LLC | 39,742 | $0.50M | 0.3% | +116.0% | 0.024% | |
11/15/2023 | Scotia Capital Inc. | 19,680 | $0.25M | 0.0% | +7.7% | 0.012% | |