2/17/2025 | EPG Wealth Management LLC | 11,786 | $356K | 0.1% | -4.1% | 0.617% | |
2/17/2025 | Citadel Advisors LLC | 8,169 | $247K | 0.0% | N/A | 0.428% | |
2/17/2025 | Bank of America Corp DE | 2,624 | $79K | 0.0% | -39.3% | 0.137% | |
2/14/2025 | Jane Street Group LLC | 19,357 | $584K | 0.0% | N/A | 1.013% | |
2/14/2025 | Lido Advisors LLC | 41,439 | $1.26M | 0.0% | -11.4% | 2.170% | |
2/14/2025 | Susquehanna International Group LLP | 48,888 | $1.48M | 0.0% | N/A | 2.560% | |
2/13/2025 | Raymond James Financial Inc. | 32,763 | $989K | 0.0% | N/A | 1.715% | |
2/7/2025 | Daiwa Securities Group Inc. | 500,000 | $15.10M | 0.1% | -16.7% | 26.178% | |
2/7/2025 | REDW Wealth LLC | 32,379 | $978K | 0.3% | -12.0% | 1.695% | |
2/7/2025 | PNC Financial Services Group Inc. | 1,900 | $57K | 0.0% | N/A | 0.099% | |
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2/6/2025 | Black Swift Group LLC | 86,170 | $2.60M | 0.6% | +708.0% | 4.512% | |
2/6/2025 | Raymond James Financial Inc. | 32,763 | $989K | 0.0% | N/A | 1.715% | |
2/5/2025 | Oppenheimer & Co. Inc. | 15,915 | $480K | 0.0% | N/A | 0.833% | |
1/30/2025 | Principal Securities Inc. | 19,945 | $602K | 0.0% | -40.8% | 1.044% | |
1/27/2025 | Insight Advisors LLC PA | 9,267 | $279K | 0.0% | N/A | 0.485% | |
1/15/2025 | Arkadios Wealth Advisors | 11,786 | $356K | 0.0% | -4.1% | 0.617% | |
11/14/2024 | Flow Traders U.S. LLC | 9,506 | $312K | 0.0% | N/A | 0.490% | |
11/6/2024 | Black Swift Group LLC | 10,665 | $350K | 0.1% | +10.2% | 0.550% | |
10/29/2024 | REDW Wealth LLC | 36,814 | $1.21M | 0.3% | +44.7% | 1.898% | |
10/24/2024 | Arkadios Wealth Advisors | 12,286 | $403K | 0.0% | N/A | 0.602% | |
8/7/2024 | Daiwa Securities Group Inc. | 600,000 | $18.05M | 0.1% | -14.3% | 30.769% | |
5/2/2024 | REDW Wealth LLC | 10,904 | $328K | 0.1% | N/A | 0.532% | |
2/7/2024 | Principal Securities Inc. | 38,949 | $1.11M | 0.0% | N/A | 2.008% | |
1/31/2024 | Daiwa Securities Group Inc. | 700,000 | $19.91M | 0.1% | +16.7% | 36.082% | |
1/30/2024 | Mackenzie Financial Corp | 34,100 | $970K | 0.0% | -13.9% | 1.758% | |
1/24/2024 | Stratos Wealth Partners LTD. | 7,230 | $206K | 0.0% | N/A | 0.373% | |
1/16/2024 | HBW Advisory Services LLC | 999 | $28K | 0.0% | N/A | 0.051% | |
11/14/2023 | Valley National Advisers Inc. | 21,984 | $572K | 0.1% | -2.0% | 1.094% | |
11/1/2023 | Daiwa Securities Group Inc. | 600,000 | $15.61M | 0.1% | +200.0% | 29.851% | |
10/25/2023 | Mackenzie Financial Corp | 39,600 | $1.01M | 0.0% | N/A | 1.970% | |
7/31/2023 | LPL Financial LLC | 77,438 | $2.15M | 0.0% | -7.2% | 4.780% | |
7/31/2023 | Daiwa Securities Group Inc. | 200,000 | $5.56M | 0.0% | -75.0% | 12.346% | |
7/18/2023 | Stratos Wealth Partners LTD. | 7,332 | $204K | 0.0% | N/A | 0.453% | |
5/2/2023 | Daiwa Securities Group Inc. | 800,000 | $21.43M | 0.1% | N/A | 34.188% | |
4/26/2023 | Valley National Advisers Inc. | 22,611 | $639K | 0.1% | +2.5% | 0.966% | |
3/6/2023 | OLD Mission Capital LLC | 26,274 | $688K | 0.0% | N/A | 1.282% | |
2/7/2023 | Oder Investment Management LLC | 8,344 | $219K | 0.3% | N/A | 0.439% | |
2/7/2023 | LPL Financial LLC | 92,425 | $2.42M | 0.0% | -17.1% | 4.864% | |
1/12/2023 | Valley National Advisers Inc. | 22,063 | $590K | 0.1% | -5.9% | 1.396% | |
11/8/2022 | Valley National Advisers Inc. | 23,450 | $572K | 0.1% | -8.4% | 1.484% | |
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8/15/2022 | EPG Wealth Management LLC | 12,559 | $318K | 0.1% | -3.8% | 0.638% | |
8/12/2022 | Prudential PLC | 168,500 | $4.26M | 0.1% | +20.2% | 8.553% | |
7/15/2022 | Valley National Advisers Inc. | 25,608 | $665K | 0.1% | -27.2% | 1.300% | |
5/13/2022 | Prudential PLC | 140,200 | $4.02M | 0.1% | +4.5% | 7.117% | |
5/12/2022 | PNC Financial Services Group Inc. | 487,692 | $13.98M | 0.0% | -10.6% | 24.756% | |
5/10/2022 | EPG Wealth Management LLC | 13,059 | $374K | 0.1% | -8.3% | 0.663% | |
5/6/2022 | Valley National Advisers Inc. | 35,193 | $1.01M | 0.2% | -54.7% | 1.786% | |
4/26/2022 | Stratos Wealth Partners LTD. | 7,947 | $228K | 0.0% | +7.1% | 0.403% | |
4/20/2022 | Elevated Capital Advisors LLC | 8,198 | $235K | 0.1% | N/A | 0.416% | |
2/3/2022 | Advisor Group Holdings Inc. | 4,000 | $115K | 0.0% | N/A | 0.183% | |
1/14/2022 | Stratos Wealth Partners LTD. | 7,422 | $214K | 0.0% | N/A | 0.340% | |
11/16/2021 | LPL Financial LLC | 112,337 | $3.28M | 0.0% | N/A | 5.299% | |
11/15/2021 | EPG Wealth Management LLC | 14,240 | $415K | 0.2% | N/A | 0.672% | |
11/10/2021 | Valley National Advisers Inc. | 79,450 | $2.32M | 0.4% | N/A | 3.748% | |
11/5/2021 | PNC Financial Services Group Inc. | 589,158 | $17.17M | 0.0% | N/A | 27.790% | |
11/2/2021 | Cambridge Investment Research Advisors Inc. | 17,900 | $522K | 0.0% | N/A | 0.844% | |
11/1/2021 | Perigon Wealth Management LLC | 8,567 | $250K | 0.0% | N/A | 0.404% | |
10/28/2021 | Dynamic Advisor Solutions LLC | 18,382 | $536K | 0.0% | N/A | 0.867% | |