8/7/2024 | Wedbush Securities Inc. | 1,444 | $213K | 0.0% | -23.4% | 0.361% | |
5/20/2024 | Virtu Financial LLC | 5,425 | $811K | 0.1% | +52.0% | 1.356% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 2,100 | $314K | 0.0% | +10.5% | 0.525% | |
4/16/2024 | Weaver Consulting Group | 1,846 | $276K | 0.1% | -8.1% | 0.462% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 1,900 | $275K | 0.0% | -9.5% | 0.475% | |
2/26/2024 | Virtu Financial LLC | 3,568 | $517K | 0.0% | -27.9% | 0.892% | |
2/13/2024 | Belpointe Asset Management LLC | 6,348 | $919K | 0.1% | -40.3% | 1.587% | |
2/9/2024 | CreativeOne Wealth LLC | 3,790 | $549K | 0.0% | +125.9% | 0.948% | |
2/7/2024 | Principal Securities Inc. | 412 | $60K | 0.0% | N/A | 0.103% | |
1/25/2024 | International Assets Investment Management LLC | 32,589 | $4.72M | 0.0% | N/A | 8.147% | |
|
1/24/2024 | International Assets Investment Management LLC | 32,589 | $4.72M | 0.0% | N/A | 8.147% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 2,100 | $281K | 0.0% | +10.5% | 0.525% | |
11/16/2023 | Belpointe Asset Management LLC | 10,636 | $1.43M | 0.1% | -46.0% | 2.659% | |
10/27/2023 | Carmel Capital Partners LLC | 252 | $34K | 0.0% | -54.3% | 0.063% | |
10/17/2023 | CreativeOne Wealth LLC | 1,678 | $225K | 0.0% | N/A | 0.420% | |
10/13/2023 | Weaver Consulting Group | 2,008 | $269K | 0.1% | -14.7% | 0.502% | |
7/31/2023 | LPL Financial LLC | 7,131 | $997K | 0.0% | -9.4% | 1.783% | |
7/27/2023 | Virtu Financial LLC | 3,931 | $550K | 0.0% | -56.1% | 0.983% | |
7/19/2023 | Weaver Consulting Group | 2,353 | $329K | 0.1% | -23.2% | 0.588% | |
5/16/2023 | Belpointe Asset Management LLC | 51,167 | $7.56M | 0.4% | +2.2% | 12.792% | |
5/9/2023 | Wedbush Securities Inc. | 6,528 | $965K | 0.0% | +84.7% | 1.632% | |
5/1/2023 | Virtu Financial LLC | 8,955 | $1.32M | 0.1% | -19.5% | 2.239% | |
4/25/2023 | QP Wealth Management LLC | 2,115 | $313K | 0.5% | +9.6% | 0.529% | |
3/6/2023 | OLD Mission Capital LLC | 7,606 | $1.12M | 0.0% | -6.2% | 1.902% | |
2/8/2023 | Belpointe Asset Management LLC | 50,066 | $7.36M | 0.4% | N/A | 12.517% | |
2/7/2023 | LPL Financial LLC | 8,344 | $1.23M | 0.0% | -64.9% | 2.086% | |
2/7/2023 | Envestnet Asset Management Inc. | 6,656 | $979K | 0.0% | N/A | 1.664% | |
1/31/2023 | Wedbush Securities Inc. | 3,535 | $520K | 0.0% | N/A | 0.884% | |
1/17/2023 | QP Wealth Management LLC | 1,930 | $284K | 0.4% | N/A | 0.483% | |
1/9/2023 | Weaver Consulting Group | 3,021 | $444K | 0.2% | -19.2% | 0.755% | |
11/23/2022 | Toroso Investments LLC | 4,052 | $579K | 0.0% | -95.0% | 1.013% | |
11/16/2022 | Kingsview Wealth Management LLC | 12,117 | $1.73M | 0.1% | N/A | 3.029% | |
11/14/2022 | OLD Mission Capital LLC | 8,105 | $1.16M | 0.0% | -91.5% | 2.026% | |
11/10/2022 | Credit Suisse AG | 9,681 | $1.38M | 0.0% | -95.0% | 2.420% | |
11/7/2022 | Virtu Financial LLC | 13,657 | $1.95M | 0.2% | -86.4% | 3.414% | |
10/26/2022 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 200 | $28K | 0.0% | -95.0% | 0.050% | |
10/25/2022 | Janney Montgomery Scott LLC | 10,555 | $1.51M | 0.0% | -94.5% | 2.639% | |
10/21/2022 | Vanguard Capital Wealth Advisors | 2,050 | $293K | 0.4% | -96.7% | 0.513% | |
10/20/2022 | Gladstone Institutional Advisory LLC | 4,110 | $587K | 0.0% | -94.6% | 1.028% | |
10/17/2022 | 3EDGE Asset Management LP | 7,804 | $1.12M | 0.1% | N/A | 1.951% | |
Must-See: 5-Second Trump Prediction (Ad) President Trump's prediction is about to become a reality...
Opening a rare window of opportunity for you to accelerate your retirement during the first 100 days of his administration. Click here now to get the details because you must act before January 20th. |
10/13/2022 | FSC Wealth Advisors LLC | 328 | $47K | 0.5% | -95.8% | 0.082% | |
10/4/2022 | Weaver Consulting Group | 3,741 | $534K | 0.3% | -94.3% | 0.935% | |
9/9/2022 | B. Riley Wealth Management Inc. | 10,000 | $78K | 0.0% | N/A | 0.126% | |
8/13/2022 | Virtu Financial LLC | 100,321 | $785K | 0.1% | N/A | 1.263% | |
8/13/2022 | Visionary Wealth Advisors | 11,600 | $91K | 0.0% | N/A | 0.146% | |
8/5/2022 | OLD Mission Capital LLC | 95,217 | $745K | 0.0% | +8.7% | 1.199% | |
8/4/2022 | Vanguard Capital Wealth Advisors | 62,355 | $487K | 0.6% | -10.7% | 0.785% | |
8/4/2022 | Cavalier Investments LLC | 1,232,543 | $9.64M | 3.4% | +7.8% | 15.523% | |
8/3/2022 | Janney Montgomery Scott LLC | 190,859 | $1.50M | 0.0% | +10.8% | 2.404% | |
8/2/2022 | Cornerstone Advisory LLC | 41,474 | $324K | 0.1% | N/A | 0.522% | |
7/27/2022 | Dynamic Advisor Solutions LLC | 58,850 | $460K | 0.0% | -10.8% | 0.741% | |
7/21/2022 | Wedbush Securities Inc. | 220,209 | $1.72M | 0.1% | -4.8% | 2.773% | |
7/15/2022 | FSC Wealth Advisors LLC | 7,767 | $61K | 0.5% | -27.0% | 0.098% | |
7/13/2022 | Rockland Trust Co. | 48,578 | $380K | 0.0% | -46.0% | 0.612% | |
5/9/2022 | FSC Wealth Advisors LLC | 10,643 | $91K | 0.1% | +53.6% | 0.134% | |
5/6/2022 | Weaver Consulting Group | 64,768 | $552K | 0.3% | +18.0% | 0.816% | |
5/4/2022 | Advisor Group Holdings Inc. | 204,618 | $1.74M | 0.0% | N/A | 2.577% | |
5/4/2022 | Cavalier Investments LLC | 1,143,361 | $9.73M | 2.5% | +52.5% | 14.400% | |
5/4/2022 | Gladstone Institutional Advisory LLC | 78,077 | $665K | 0.0% | +7.5% | 0.983% | |
4/29/2022 | Vanguard Capital Wealth Advisors | 69,855 | $595K | 0.4% | -16.2% | 0.880% | |
4/19/2022 | Wedbush Securities Inc. | 231,357 | $1.97M | 0.1% | N/A | 2.914% | |
4/18/2022 | Rockland Trust Co. | 89,913 | $766K | 0.0% | -26.3% | 1.132% | |
4/11/2022 | Dynamic Advisor Solutions LLC | 65,950 | $562K | 0.0% | -1.9% | 0.831% | |
2/10/2022 | OLD Mission Capital LLC | 217,932 | $1.84M | 0.1% | N/A | 2.745% | |
2/9/2022 | Geneos Wealth Management Inc. | 16,930 | $143K | 0.0% | +69.3% | 0.213% | |
2/2/2022 | Vanguard Capital Wealth Advisors | 83,347 | $705K | 0.5% | -4.9% | 1.050% | |
2/2/2022 | Cavalier Investments LLC | 749,776 | $6.34M | 1.6% | +206.0% | 9.443% | |
2/1/2022 | Weaver Consulting Group | 54,890 | $464K | 0.2% | -30.9% | 0.691% | |
1/31/2022 | Carmel Capital Partners LLC | 10,840 | $92K | 0.1% | N/A | 0.137% | |
1/27/2022 | Rockland Trust Co. | 122,010 | $1.03M | 0.1% | -1.5% | 1.537% | |
1/27/2022 | Janney Montgomery Scott LLC | 177,923 | $1.51M | 0.0% | +25.4% | 2.241% | |
1/26/2022 | Dynamic Advisor Solutions LLC | 67,250 | $569K | 0.0% | +2.3% | 0.847% | |
11/16/2021 | Toroso Investments LLC | 46,024 | $384K | 0.0% | -6.3% | 0.580% | |
11/16/2021 | LPL Financial LLC | 199,551 | $1.67M | 0.0% | +35.3% | 2.513% | |
11/15/2021 | Royal Bank of Canada | 239,006 | $2.00M | 0.0% | -8.4% | 3.010% | |
11/2/2021 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 4,000 | $33K | 0.0% | +166.7% | 0.050% | |
11/2/2021 | Cavalier Investments LLC | 245,000 | $2.05M | 0.6% | +22.5% | 3.086% | |
11/1/2021 | Vanguard Capital Wealth Advisors | 87,660 | $732K | 0.5% | N/A | 1.104% | |
10/29/2021 | Janney Montgomery Scott LLC | 141,895 | $1.18M | 0.0% | -2.2% | 1.787% | |
10/28/2021 | Weaver Consulting Group | 79,435 | $663K | 0.4% | +30.4% | 1.000% | |
10/25/2021 | Rockland Trust Co. | 123,831 | $1.03M | 0.1% | N/A | 1.560% | |
8/16/2021 | Royal Bank of Canada | 261,040 | $2.23M | 0.0% | +6.4% | 3.288% | |
8/13/2021 | OLD Mission Capital LLC | 79,201 | $677K | 0.0% | N/A | 0.997% | |
8/13/2021 | Toroso Investments LLC | 49,128 | $420K | 0.0% | +2.7% | 0.619% | |
8/13/2021 | LPL Financial LLC | 147,519 | $1.26M | 0.0% | +95.9% | 1.858% | |
8/12/2021 | Advisory Services Network LLC | 19,461 | $166K | 0.0% | +15.7% | 0.245% | |
8/10/2021 | Dynamic Advisor Solutions LLC | 66,500 | $569K | 0.0% | +46.2% | 0.838% | |
8/10/2021 | DCM Advisors LLC | 68,400 | $585K | 0.3% | +14.0% | 0.861% | |
7/31/2021 | Wedbush Securities Inc. | 111,985 | $957K | 0.0% | N/A | 1.410% | |
6/5/2021 | Advisory Services Network LLC | 16,822 | $147K | 0.0% | +293.8% | 0.212% | |
Must-See: 5-Second Trump Prediction (Ad) President Trump's prediction is about to become a reality...
Opening a rare window of opportunity for you to accelerate your retirement during the first 100 days of his administration. Click here now to get the details because you must act before January 20th. |
5/24/2021 | Kingsview Wealth Management LLC | 82,291 | $725K | 0.0% | +149.8% | 1.036% | |
5/19/2021 | Virtu Financial LLC | 26,636 | $232K | 0.0% | N/A | 0.335% | |
5/13/2021 | Cavalier Investments LLC | 200,000 | $1.74M | 0.8% | -21.6% | 2.519% | |
5/12/2021 | UBS Group AG | 69,568 | $606K | 0.0% | -18.6% | 0.876% | |
4/27/2021 | Janney Montgomery Scott LLC | 133,766 | $1.17M | 0.0% | +48.6% | 1.685% | |
4/27/2021 | Dynamic Advisor Solutions LLC | 45,500 | $396K | 0.0% | +99.1% | 0.573% | |
4/7/2021 | Weaver Consulting Group | 60,403 | $526K | 0.3% | +72.1% | 0.761% | |
2/16/2021 | Kingsview Wealth Management LLC | 32,939 | $320K | 0.0% | -27.7% | 0.620% | |
2/12/2021 | LPL Financial LLC | 41,709 | $405K | 0.0% | +14.3% | 0.784% | |
2/12/2021 | Cavalier Investments LLC | 255,000 | $2.47M | 1.1% | N/A | 4.796% | |