10/16/2024 | LifeSteps Financial Inc. | 78,255 | $0.19M | 0.1% | +17.6% | 0.228% | |
10/10/2024 | Exchange Traded Concepts LLC | 65,930 | $0.16M | 0.0% | +89.0% | 0.192% | |
10/7/2024 | Miracle Mile Advisors LLC | 40,000 | $95K | 0.0% | +33.3% | 0.116% | |
9/16/2024 | Cubist Systematic Strategies LLC | 28,663 | $56K | 0.0% | N/A | 0.083% | |
9/16/2024 | Point72 Asia Singapore Pte. Ltd. | 20,162 | $39K | 0.0% | N/A | 0.059% | |
8/15/2024 | Armistice Capital LLC | 900,000 | $1.76M | 0.0% | N/A | 2.620% | |
8/15/2024 | Affinity Asset Advisors LLC | 100,000 | $0.20M | 0.0% | N/A | 0.291% | |
8/15/2024 | Point72 Asia Singapore Pte. Ltd. | 20,162 | $39K | 0.0% | N/A | 0.059% | |
8/14/2024 | Cubist Systematic Strategies LLC | 28,663 | $56K | 0.0% | N/A | 0.083% | |
8/12/2024 | Highbridge Capital Management LLC | 631,307 | $1.23M | 0.0% | N/A | 1.838% | |
8/9/2024 | Renaissance Technologies LLC | 63,800 | $0.12M | 0.0% | -36.5% | 0.186% | |
7/25/2024 | AMG National Trust Bank | 75,351 | $0.15M | 0.0% | +49.7% | 0.219% | |
7/18/2024 | Miracle Mile Advisors LLC | 30,000 | $58K | 0.0% | N/A | 0.087% | |
7/17/2024 | LifeSteps Financial Inc. | 66,536 | $0.13M | 0.1% | +50.2% | 0.194% | |
5/10/2024 | Vanguard Group Inc. | 1,023,030 | $6.58M | 0.0% | +2.4% | 3.808% | |
5/9/2024 | SageView Advisory Group LLC | 18,788 | $0.12M | 0.0% | N/A | 0.070% | |
5/3/2024 | Clarity Capital Partners LLC | 22,666 | $0.15M | 0.1% | -12.8% | 0.084% | |
4/30/2024 | Woodward Diversified Capital LLC | 1,085,957 | $6.98M | 4.3% | +0.3% | 4.043% | |
4/26/2024 | LifeSteps Financial Inc. | 44,309 | $0.29M | 0.2% | +26.6% | 0.165% | |
2/20/2024 | Clarity Capital Partners LLC | 26,005 | $0.36M | 0.3% | N/A | 0.097% | |
2/14/2024 | Woodward Diversified Capital LLC | 1,082,270 | $15.16M | 9.6% | +2,326.2% | 4.050% | |
2/13/2024 | Tower Research Capital LLC TRC | 2,956 | $41K | 0.0% | +216.1% | 0.011% | |
2/6/2024 | Apollon Wealth Management LLC | 14,006 | $0.20M | 0.0% | N/A | 0.052% | |
2/1/2024 | New York State Common Retirement Fund | 6,461 | $91K | 0.0% | +17.6% | 0.024% | |
1/24/2024 | Provident Wealth Management LLC | 157,137 | $2.20M | 1.0% | -53.1% | 0.588% | |
1/19/2024 | LifeSteps Financial Inc. | 35,008 | $0.49M | 0.4% | +6.7% | 0.131% | |
1/18/2024 | Blue Trust Inc. | 9,237 | $0.13M | 0.0% | N/A | 0.035% | |
1/17/2024 | San Luis Wealth Advisors LLC | 23,259 | $0.33M | 0.1% | N/A | 0.087% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 13,627 | $0.19M | 0.0% | N/A | 0.051% | |
1/12/2024 | SG Americas Securities LLC | 9,605 | $0.14M | 0.0% | +45.4% | 0.036% | |
1/12/2024 | Advisor Resource Council | 16,666 | $0.23M | 0.0% | N/A | 0.062% | |
1/11/2024 | Whittier Trust Co. of Nevada Inc. | 7,141 | $100K | 0.0% | N/A | 0.027% | |
1/11/2024 | KWB Wealth | 23,327 | $0.33M | 0.0% | N/A | 0.087% | |
1/11/2024 | Falcon Wealth Planning | 12,000 | $0.17M | 0.0% | +20.0% | 0.045% | |
1/5/2024 | Exchange Traded Concepts LLC | 6,201 | $87K | 0.0% | +34.0% | 0.023% | |
12/18/2023 | Vanguard Group Inc. | 980,993 | $24.03M | 0.0% | +1,660.1% | 3.672% | |
11/9/2023 | One Capital Management LLC | 11,283 | $0.28M | 0.0% | N/A | 0.043% | |
11/8/2023 | AMG National Trust Bank | 50,346 | $1.23M | 0.0% | N/A | 0.192% | |
11/8/2023 | D.A. Davidson & CO. | 9,666 | $0.24M | 0.0% | N/A | 0.037% | |
11/8/2023 | Amalgamated Bank | 1,077 | $26K | 0.0% | +250.8% | 0.004% | |
11/7/2023 | New York State Common Retirement Fund | 5,495 | $0.14M | 0.0% | +89.5% | 0.021% | |
11/7/2023 | Barclays PLC | 3,384 | $83K | 0.0% | +516.4% | 0.013% | |
11/3/2023 | SteelPeak Wealth LLC | 10,895 | $0.27M | 0.0% | N/A | 0.042% | |
11/1/2023 | Aspen Investment Management Inc | 11,880 | $0.29M | 0.2% | N/A | 0.045% | |
10/27/2023 | Whittier Trust Co. | 7,141 | $0.18M | 0.0% | N/A | 0.027% | |
10/25/2023 | LifeSteps Financial Inc. | 32,817 | $0.80M | 0.8% | +145.3% | 0.133% | |
10/24/2023 | Bank of New York Mellon Corp | 53,938 | $1.32M | 0.0% | +476.6% | 0.219% | |
10/19/2023 | Provident Wealth Management LLC | 335,263 | $8.21M | 4.0% | N/A | 1.359% | |
10/13/2023 | SG Americas Securities LLC | 6,605 | $0.16M | 0.0% | N/A | 0.027% | |
10/11/2023 | AE Wealth Management LLC | 194,875 | $4.77M | 0.0% | +1,370.0% | 0.790% | |
10/5/2023 | Falcon Wealth Planning | 10,000 | $0.25M | 0.1% | N/A | 0.041% | |
8/4/2023 | American International Group Inc. | 1,332 | $44K | 0.0% | N/A | 0.005% | |
8/4/2023 | Atlas Private Wealth Advisors | 6,120 | $0.20M | 0.0% | N/A | 0.024% | |
7/28/2023 | Hohimer Wealth Management LLC | 24,640 | $0.81M | 0.2% | -45.2% | 0.095% | |
7/20/2023 | Global Retirement Partners LLC | 2,500 | $82K | 0.0% | N/A | 0.010% | |
7/20/2023 | Exchange Traded Concepts LLC | 4,442 | $0.15M | 0.0% | N/A | 0.018% | |
7/17/2023 | Dubuque Bank & Trust Co. | 9,328 | $0.31M | 0.0% | N/A | 0.038% | |
7/14/2023 | LifeSteps Financial Inc. | 13,379 | $0.44M | 0.4% | N/A | 0.054% | |
7/10/2023 | AE Wealth Management LLC | 13,257 | $0.43M | 0.0% | N/A | 0.054% | |
5/4/2023 | Barclays PLC | 33,178 | $0.92M | 0.0% | N/A | 0.135% | |
5/3/2023 | Axxcess Wealth Management LLC | 16,668 | $0.46M | 0.0% | N/A | 0.068% | |
5/3/2023 | Hohimer Wealth Management LLC | 44,940 | $1.25M | 0.4% | N/A | 0.183% | |