5/14/2024 | Healthcare of Ontario Pension Plan Trust Fund | 62,000 | $2.67M | 0.0% | -15.1% | 1.278% | |
5/9/2024 | Kingsview Wealth Management LLC | 143,863 | $6.21M | 0.2% | +411.0% | 2.966% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 57,023 | $2.46M | 0.0% | +22.7% | 1.176% | |
5/1/2024 | BNP Paribas Financial Markets | 57,228 | $2.47M | 0.0% | +1.0% | 1.180% | |
3/22/2024 | PNC Financial Services Group Inc. | 27,694 | $1.15M | 0.0% | -29.2% | 0.528% | |
2/9/2024 | Wells Fargo & Company MN | 161,697 | $6.73M | 0.0% | +87.5% | 3.080% | |
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2/9/2024 | PNC Financial Services Group Inc. | 27,694 | $1.15M | 0.0% | -29.2% | 0.528% | |
2/8/2024 | Kingsview Wealth Management LLC | 28,151 | $1.17M | 0.0% | +60.7% | 0.536% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 46,489 | $1.94M | 0.0% | -4.7% | 0.886% | |
2/7/2024 | BNP Paribas Financial Markets | 56,658 | $2.36M | 0.0% | +1,011.6% | 1.079% | |
2/7/2024 | Wharton Business Group LLC | 43,845 | $1.83M | 0.1% | +1.8% | 0.835% | |
2/7/2024 | Principal Securities Inc. | 605 | $25K | 0.0% | N/A | 0.012% | |
2/7/2024 | Advantage Trust Co | 4,170 | $174K | 0.1% | N/A | 0.079% | |
2/6/2024 | National Bank of Canada FI | 2,800 | $117K | 0.0% | -15.2% | 0.053% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 11,900 | $495K | 0.0% | N/A | 0.227% | |
2/2/2024 | Simplex Trading LLC | 910 | $37K | 0.0% | N/A | 0.017% | |
2/2/2024 | VCI Wealth Management LLC | 12,365 | $515K | 0.3% | N/A | 0.236% | |
1/30/2024 | Flputnam Investment Management Co. | 7,862 | $327K | 0.0% | N/A | 0.150% | |
1/22/2024 | First Citizens Bank & Trust Co. | 51,792 | $2.16M | 0.0% | -11.4% | 0.987% | |
1/16/2024 | Raymond James & Associates | 6,183 | $257K | 0.0% | -50.8% | 0.118% | |
1/8/2024 | Fragasso Group Inc. | 7,002 | $291K | 0.0% | -13.3% | 0.133% | |
11/13/2023 | LPL Financial LLC | 124,782 | $4.96M | 0.0% | +26.4% | 2.377% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 48,762 | $1.94M | 0.0% | N/A | 0.929% | |
11/13/2023 | PNC Financial Services Group Inc. | 39,121 | $1.56M | 0.0% | -4.0% | 0.745% | |
11/8/2023 | Janney Montgomery Scott LLC | 5,835 | $232K | 0.0% | +9.4% | 0.111% | |
11/7/2023 | Kingsview Wealth Management LLC | 17,521 | $696K | 0.0% | N/A | 0.334% | |
11/6/2023 | Ieq Capital LLC | 13,828 | $550K | 0.0% | N/A | 0.263% | |
11/6/2023 | Clal Insurance Enterprises Holdings Ltd | 900,000 | $35.78M | 0.5% | -30.8% | 17.143% | |
11/4/2023 | NBC Securities Inc. | 2,343 | $93K | 0.0% | N/A | 0.045% | |
11/1/2023 | Nwam LLC | 5,564 | $221K | 0.0% | -31.5% | 0.106% | |
10/30/2023 | First Citizens Bank & Trust Co. | 58,439 | $2.32M | 0.0% | +1.3% | 1.113% | |
10/24/2023 | Raymond James & Associates | 12,576 | $500K | 0.0% | +29.5% | 0.240% | |
10/23/2023 | Commonwealth Equity Services LLC | 5,904 | $235K | 0.0% | -10.5% | 0.112% | |
10/11/2023 | AE Wealth Management LLC | 12,258 | $487K | 0.0% | +2.4% | 0.233% | |
8/11/2023 | PNC Financial Services Group Inc. | 40,747 | $1.67M | 0.0% | -6.4% | 0.776% | |
8/10/2023 | Nwam LLC | 8,121 | $333K | 0.0% | N/A | 0.155% | |
8/7/2023 | Clal Insurance Enterprises Holdings Ltd | 1,300,000 | $53.29M | 0.6% | N/A | 24.762% | |
8/4/2023 | Envestnet Asset Management Inc. | 49,963 | $2.05M | 0.0% | +34.3% | 0.952% | |
8/2/2023 | MAI Capital Management | 48,432 | $1.99M | 0.0% | -1.1% | 0.923% | |
8/2/2023 | Bank of Montreal Can | 16,917 | $708K | 0.0% | N/A | 0.322% | |
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7/31/2023 | LPL Financial LLC | 98,751 | $4.05M | 0.0% | +3.5% | 1.717% | |
7/25/2023 | Raymond James & Associates | 9,713 | $398K | 0.0% | +32.7% | 0.169% | |
7/10/2023 | AE Wealth Management LLC | 11,966 | $490K | 0.0% | -32.2% | 0.208% | |
5/11/2023 | First Citizens Bank & Trust Co. | 44,103 | $1.81M | 0.0% | +22.7% | 0.959% | |
5/10/2023 | MAI Capital Management | 48,969 | $2.01M | 0.0% | -1.6% | 1.065% | |
5/10/2023 | LPL Financial LLC | 95,426 | $3.91M | 0.0% | -4.1% | 2.074% | |
5/9/2023 | Lionsbridge Wealth Management LLC | 36,244 | $1.49M | 1.4% | -2.5% | 0.788% | |
5/4/2023 | CX Institutional | 19,500 | $805K | 0.0% | N/A | 0.424% | |
4/14/2023 | AE Wealth Management LLC | 17,658 | $724K | 0.0% | +6.4% | 0.368% | |
4/14/2023 | Raymond James & Associates | 7,319 | $300K | 0.0% | +4.0% | 0.152% | |
4/13/2023 | Fragasso Group Inc. | 7,916 | $325K | 0.0% | +21.8% | 0.165% | |
4/12/2023 | National Bank of Canada FI | 3,520 | $144K | 0.0% | -13.1% | 0.073% | |
2/15/2023 | Flaharty Asset Management LLC | 5,110 | $209K | 0.0% | N/A | 0.105% | |
2/10/2023 | Ameritas Advisory Services LLC | 11,282 | $462K | 0.0% | -11.9% | 0.233% | |
2/10/2023 | PNC Financial Services Group Inc. | 45,155 | $1.85M | 0.0% | -15.9% | 0.931% | |
2/9/2023 | MAI Capital Management | 49,741 | $2.04M | 0.0% | -0.8% | 1.026% | |
2/9/2023 | HighTower Advisors LLC | 35,641 | $1.46M | 0.0% | N/A | 0.735% | |
2/8/2023 | UBS Group AG | 522,982 | $21.42M | 0.0% | +29.8% | 10.783% | |
2/8/2023 | Nwam LLC | 11,962 | $490K | 0.0% | +2.9% | 0.247% | |
2/7/2023 | Commonwealth Equity Services LLC | 5,307 | $217K | 0.0% | -6.4% | 0.109% | |
2/7/2023 | LPL Financial LLC | 99,464 | $4.07M | 0.0% | -15.4% | 2.051% | |
2/7/2023 | Envestnet Asset Management Inc. | 29,989 | $1.23M | 0.0% | +1.5% | 0.618% | |
2/7/2023 | Lionsbridge Wealth Management LLC | 37,187 | $1.52M | 1.5% | +37.9% | 0.767% | |
2/3/2023 | U.S. Capital Wealth Advisors LLC | 1,100 | $45K | 0.0% | N/A | 0.023% | |
2/1/2023 | Bank of Montreal Can | 17,342 | $720K | 0.0% | -25.6% | 0.358% | |
1/31/2023 | AE Wealth Management LLC | 16,603 | $680K | 0.0% | -38.2% | 0.342% | |
1/24/2023 | First Citizens Bank & Trust Co. | 35,930 | $1.47M | 0.0% | +1.9% | 0.733% | |
1/24/2023 | Fragasso Group Inc. | 6,500 | $266K | 0.0% | N/A | 0.133% | |
1/20/2023 | Alta Wealth Advisors LLC | 7,070 | $290K | 0.2% | N/A | 0.144% | |
11/15/2022 | Flow Traders U.S. LLC | 17,895 | $719K | 0.0% | N/A | 0.351% | |
11/14/2022 | Ameritas Advisory Services LLC | 12,810 | $514K | 0.0% | -2.4% | 0.251% | |
11/14/2022 | MML Investors Services LLC | 19,963 | $802K | 0.0% | +49.7% | 0.391% | |
11/10/2022 | Tower Research Capital LLC TRC | 7,134 | $286K | 0.0% | -36.4% | 0.140% | |
11/10/2022 | UBS Group AG | 402,897 | $16.18M | 0.0% | -7.6% | 7.900% | |
11/7/2022 | Evoke Wealth LLC | 3,200 | $129K | 0.0% | +33.3% | 0.063% | |
11/4/2022 | CX Institutional | 78,878 | $3.17M | 0.2% | +40,982.3% | 1.547% | |
10/27/2022 | CWM LLC | 1,845 | $74K | 0.0% | N/A | 0.036% | |
10/25/2022 | Raymond James & Associates | 5,517 | $222K | 0.0% | N/A | 0.108% | |
10/25/2022 | AE Wealth Management LLC | 26,881 | $1.08M | 0.0% | +64.4% | 0.527% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 337,014 | $13.54M | 0.0% | +5,750.9% | 6.608% | |
10/20/2022 | First Citizens Bank & Trust Co. | 35,268 | $1.42M | 0.0% | -24.4% | 0.685% | |
10/13/2022 | National Bank of Canada FI | 4,100 | $163K | 0.0% | -15.5% | 0.080% | |
8/11/2022 | CoreCap Advisors LLC | 585 | $25K | 0.0% | N/A | 0.011% | |
8/11/2022 | UBS Group AG | 436,249 | $18.32M | 0.0% | +1,300.0% | 8.310% | |
8/8/2022 | Integrated Wealth Concepts LLC | 12,159 | $511K | 0.0% | +12.0% | 0.232% | |
8/3/2022 | Envestnet Asset Management Inc. | 132,397 | $5.56M | 0.0% | +209.0% | 2.522% | |
8/3/2022 | Janney Montgomery Scott LLC | 5,390 | $228K | 0.0% | -10.6% | 0.101% | |
7/28/2022 | National Bank of Canada FI | 4,850 | $204K | 0.0% | -10.2% | 0.092% | |
7/26/2022 | First Citizens Bank & Trust Co. | 46,670 | $1.96M | 0.1% | -3.4% | 0.872% | |
7/19/2022 | MAI Capital Management | 51,331 | $2.16M | 0.0% | -1.8% | 0.997% | |
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5/18/2022 | Wharton Business Group LLC | 50,210 | $2.27M | 0.1% | +15.6% | 1.116% | |
5/16/2022 | Lionsbridge Wealth Management LLC | 28,511 | $1.29M | 1.5% | -3.6% | 0.641% | |
5/16/2022 | J. Goldman & Co LP | 6,557 | $297K | 0.0% | N/A | 0.147% | |
5/16/2022 | Fullerton Fund Management Co Ltd. | 48,627 | $2.20M | 0.1% | N/A | 1.093% | |
5/12/2022 | Integrated Wealth Concepts LLC | 10,856 | $491K | 0.0% | +31.8% | 0.244% | |
5/12/2022 | PNC Financial Services Group Inc. | 54,049 | $2.45M | 0.0% | +6.7% | 1.215% | |
5/10/2022 | MAI Capital Management | 52,287 | $2.37M | 0.0% | -0.6% | 1.175% | |
5/5/2022 | National Bank of Canada FI | 5,400 | $244K | 0.0% | -30.6% | 0.120% | |
5/4/2022 | Ameritas Advisory Services LLC | 14,598 | $661K | 0.0% | +9.8% | 0.324% | |
5/4/2022 | Janney Montgomery Scott LLC | 6,032 | $273K | 0.0% | -12.4% | 0.134% | |