4/19/2024 | Core Wealth Partners LLC | 11,400 | $26K | 0.0% | N/A | 0.026% | |
4/18/2024 | Financial Security Advisor Inc. | 31,049 | $70K | 0.0% | +31.1% | 0.070% | |
4/17/2024 | Griffin Asset Management Inc. | 13,000 | $29K | 0.0% | -29.7% | 0.029% | |
4/9/2024 | Welch Group LLC | 51,253 | $0.12M | 0.0% | -27.1% | 0.116% | |
3/11/2024 | Vanguard Group Inc. | 1,100,799 | $3.41M | 0.0% | +3.3% | 2.490% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 10,300 | $32K | 0.0% | N/A | 0.023% | |
2/15/2024 | Main Street Group LTD | 29,000 | $90K | 0.0% | N/A | 0.066% | |
2/15/2024 | Vanguard Group Inc. | 1,100,799 | $3.41M | 0.0% | +3.3% | 2.490% | |
2/15/2024 | Occudo Quantitative Strategies LP | 10,044 | $31K | 0.0% | N/A | 0.023% | |
2/14/2024 | Symmetry Peak Management LLC | 21,250 | $66K | 0.0% | N/A | 0.048% | |
2/13/2024 | Envestnet Asset Management Inc. | 10,000 | $31K | 0.0% | N/A | 0.023% | |
2/12/2024 | Redmond Asset Management LLC | 186,226 | $0.58M | 0.2% | -9.3% | 0.421% | |
2/8/2024 | Meridian Wealth Management LLC | 29,500 | $91K | 0.0% | +61.6% | 0.067% | |
1/24/2024 | Financial Security Advisor Inc. | 23,688 | $73K | 0.0% | +61.3% | 0.054% | |
1/23/2024 | Welch Group LLC | 70,353 | $0.22M | 0.0% | N/A | 0.159% | |
1/19/2024 | Griffin Asset Management Inc. | 18,500 | $57K | 0.0% | N/A | 0.042% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 215,250 | $0.67M | 0.0% | +351.2% | 0.487% | |
1/12/2024 | Fortitude Family Office LLC | 29,500 | $91K | 0.1% | N/A | 0.067% | |
11/16/2023 | Wolverine Trading LLC | 53,134 | $80K | 0.0% | +19.9% | 0.127% | |
11/15/2023 | Royal Capital Wealth Management LLC | 80,286 | $0.12M | 0.1% | -7.9% | 0.191% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 47,703 | $72K | 0.0% | +138.6% | 0.114% | |
10/17/2023 | Meridian Wealth Management LLC | 18,250 | $27K | 0.0% | N/A | 0.043% | |
8/14/2023 | Two Sigma Securities LLC | 17,085 | $25K | 0.0% | N/A | 0.041% | |
8/11/2023 | BlackRock Inc. | 498,900 | $0.73M | 0.0% | +1.5% | 1.190% | |
5/12/2023 | Charles Schwab Investment Management Inc. | 21,515 | $37K | 0.0% | N/A | 0.052% | |
2/15/2023 | Virtu Financial LLC | 16,921 | $29K | 0.0% | N/A | 0.041% | |
2/15/2023 | Millennium Management LLC | 236,697 | $0.40M | 0.0% | +19.1% | 0.576% | |
2/15/2023 | Morgan Stanley | 88,320 | $0.15M | 0.0% | -16.5% | 0.215% | |
2/14/2023 | Cetera Advisor Networks LLC | 17,731 | $30K | 0.0% | -60.6% | 0.043% | |
2/10/2023 | Advisor Group Holdings Inc. | 67,536 | $0.11M | 0.0% | +232.1% | 0.164% | |
2/9/2023 | Dimensional Fund Advisors LP | 15,452 | $26K | 0.0% | N/A | 0.038% | |
2/8/2023 | UBS Group AG | 17,348 | $29K | 0.0% | +136.0% | 0.042% | |
1/20/2023 | Keudell Morrison Wealth Management | 16,200 | $27K | 0.0% | N/A | 0.039% | |
11/15/2022 | Vanguard Group Inc. | 1,051,850 | $1.80M | 0.0% | -0.6% | 2.558% | |
10/21/2022 | Hapanowicz & Associates Financial Services Inc | 15,000 | $26K | 0.0% | N/A | 0.037% | |
8/16/2022 | Jane Street Group LLC | 19,038 | $35K | 0.0% | N/A | 0.046% | |
8/15/2022 | State Street Corp | 89,667 | $0.17M | 0.0% | -76.2% | 0.219% | |
8/13/2022 | Virtu Financial LLC | 17,691 | $33K | 0.0% | N/A | 0.043% | |
8/12/2022 | LPL Financial LLC | 58,850 | $0.11M | 0.0% | -15.6% | 0.144% | |
8/11/2022 | Cetera Advisor Networks LLC | 45,030 | $84K | 0.0% | N/A | 0.110% | |
8/4/2022 | Steward Partners Investment Advisory LLC | 15,950 | $30K | 0.0% | -78.2% | 0.039% | |
8/4/2022 | NorthRock Partners LLC | 37,092 | $69K | 0.0% | -89.3% | 0.091% | |
5/17/2022 | Shay Capital LLC | 34,914 | $94K | 0.0% | -58.4% | 0.085% | |
5/16/2022 | State Street Corp | 376,921 | $1.02M | 0.0% | +5.1% | 0.920% | |
5/16/2022 | Williams Jones Wealth Management LLC. | 15,000 | $41K | 0.0% | N/A | 0.037% | |
5/13/2022 | Mariner LLC | 140,654 | $0.38M | 0.0% | N/A | 0.343% | |
5/13/2022 | Alerus Financial NA | 97,760 | $0.26M | 0.0% | +265.3% | 0.239% | |
5/13/2022 | Vanguard Group Inc. | 1,058,637 | $2.86M | 0.0% | +1.7% | 2.584% | |
5/11/2022 | GSA Capital Partners LLP | 27,400 | $74K | 0.0% | N/A | 0.067% | |
5/10/2022 | Buckingham Strategic Partners | 10,000 | $27K | 0.0% | N/A | 0.024% | |
5/6/2022 | Bernardo Wealth Planning LLC | 14,398 | $38K | 0.0% | N/A | 0.035% | |
5/5/2022 | NorthRock Partners LLC | 346,114 | $0.94M | 0.1% | +38.7% | 0.845% | |
5/4/2022 | Commonwealth Equity Services LLC | 37,194 | $100K | 0.0% | +22.4% | 0.091% | |
5/3/2022 | Redmond Asset Management LLC | 205,593 | $0.56M | 0.2% | N/A | 0.502% | |
5/3/2022 | Platform Technology Partners | 188,084 | $0.51M | 0.2% | +6.8% | 0.459% | |
5/2/2022 | Steward Partners Investment Advisory LLC | 73,080 | $0.20M | 0.0% | -5.8% | 0.179% | |
2/16/2022 | Royal Capital Wealth Management LLC | 90,485 | $0.36M | 0.3% | N/A | 0.222% | |
2/15/2022 | Shay Capital LLC | 83,914 | $0.33M | 0.1% | +565.6% | 0.206% | |
2/10/2022 | HighTower Advisors LLC | 176,223 | $0.70M | 0.0% | +42.4% | 0.432% | |
2/9/2022 | Keebeck Alpha LP | 15,051 | $59K | 0.0% | N/A | 0.037% | |
2/8/2022 | Steward Partners Investment Advisory LLC | 77,580 | $0.31M | 0.0% | -30.2% | 0.190% | |
2/7/2022 | NorthRock Partners LLC | 249,610 | $0.98M | 0.1% | +41.5% | 0.612% | |
2/7/2022 | Mitsubishi UFJ Kokusai Asset Management Co. Ltd. | 250,018 | $1.06M | 0.0% | -47.9% | 0.613% | |
2/2/2022 | Oppenheimer & Co. Inc. | 69,941 | $0.28M | 0.0% | N/A | 0.172% | |
2/1/2022 | Platform Technology Partners | 176,107 | $0.69M | 0.3% | -24.9% | 0.432% | |
1/31/2022 | Riverwater Partners LLC | 17,516 | $69K | 0.1% | N/A | 0.043% | |
1/14/2022 | Spire Wealth Management | 176,107 | $0.69M | 0.0% | N/A | 0.432% | |
11/16/2021 | ERn Financial LLC | 10,000 | $60K | 0.0% | N/A | 0.025% | |
11/16/2021 | FinTrust Capital Advisors LLC | 17,000 | $0.10M | 0.0% | -57.5% | 0.042% | |
11/16/2021 | National Asset Management Inc. | 10,605 | $64K | 0.0% | N/A | 0.026% | |
11/16/2021 | Squarepoint Ops LLC | 10,066 | $60K | 0.0% | N/A | 0.025% | |
11/15/2021 | HighTower Advisors LLC | 123,740 | $0.74M | 0.0% | +7.1% | 0.303% | |
11/12/2021 | Rockefeller Capital Management L.P. | 5,800 | $34K | 0.0% | +190.0% | 0.014% | |
11/12/2021 | Geode Capital Management LLC | 241,286 | $1.45M | 0.0% | +8.4% | 0.592% | |
11/12/2021 | NorthRock Partners LLC | 176,384 | $1.06M | 0.1% | +26.7% | 0.433% | |
11/9/2021 | BlackRock Inc. | 490,166 | $2.94M | 0.0% | -0.7% | 1.202% | |
11/5/2021 | Advisor Group Holdings Inc. | 18,236 | $0.11M | 0.0% | +22.5% | 0.045% | |
11/4/2021 | Mitsubishi UFJ Kokusai Asset Management Co. Ltd. | 479,604 | $2.87M | 0.0% | -17.3% | 1.176% | |
11/2/2021 | Mitchell Capital Management Co. | 176,799 | $1.06M | 0.2% | -1.3% | 0.437% | |
10/29/2021 | Commonwealth Equity Services LLC | 28,827 | $0.17M | 0.0% | +21.0% | 0.071% | |
9/3/2021 | Parametric Portfolio Associates LLC | 28,362 | $0.22M | 0.0% | N/A | 0.070% | |
8/17/2021 | HM Payson & Co. | 10,000 | $79K | 0.0% | -50.0% | 0.025% | |
8/17/2021 | Millennium Management LLC | 360,500 | $2.83M | 0.0% | N/A | 0.891% | |
8/17/2021 | Paloma Partners Management Co | 10,214 | $80K | 0.0% | N/A | 0.025% | |
8/17/2021 | Anchor Capital Advisors LLC | 25,055 | $0.20M | 0.0% | N/A | 0.062% | |
8/17/2021 | Atom Investors LP | 10,320 | $81K | 0.0% | N/A | 0.025% | |
8/16/2021 | FinTrust Capital Advisors LLC | 40,000 | $0.31M | 0.1% | N/A | 0.099% | |
8/16/2021 | Walled Lake Planning & Wealth Management LLC | 10,350 | $81K | 0.1% | N/A | 0.026% | |
8/16/2021 | Royal Bank of Canada | 30,719 | $0.24M | 0.0% | +98.7% | 0.076% | |
8/16/2021 | Charles Schwab Investment Management Inc. | 10,465 | $83K | 0.0% | N/A | 0.026% | |
8/16/2021 | State Street Corp | 673,378 | $5.29M | 0.0% | +258.1% | 1.664% | |
8/16/2021 | Goldman Sachs Group Inc. | 47,384 | $0.37M | 0.0% | N/A | 0.117% | |
8/16/2021 | Shay Capital LLC | 10,607 | $83K | 0.0% | -58.6% | 0.026% | |
8/13/2021 | Steward Partners Investment Advisory LLC | 102,880 | $0.81M | 0.0% | N/A | 0.254% | |
8/13/2021 | Northern Trust Corp | 43,455 | $0.34M | 0.0% | N/A | 0.107% | |
8/13/2021 | LPL Financial LLC | 49,735 | $0.39M | 0.0% | N/A | 0.123% | |
8/13/2021 | Stifel Financial Corp | 24,997 | $0.20M | 0.0% | N/A | 0.062% | |
8/13/2021 | Geode Capital Management LLC | 222,645 | $1.75M | 0.0% | N/A | 0.550% | |
8/13/2021 | Vanguard Group Inc. | 1,010,505 | $7.93M | 0.0% | N/A | 2.496% | |
8/12/2021 | NorthRock Partners LLC | 139,198 | $1.09M | 0.1% | N/A | 0.344% | |