10/24/2024 | Wealth Enhancement Advisory Services LLC | 8,705 | $245K | 0.0% | N/A | 0.139% | |
8/10/2024 | Virtu Financial LLC | 34,845 | $775K | 0.1% | N/A | 0.601% | |
7/31/2024 | Commonwealth Equity Services LLC | 13,449 | $299K | 0.0% | +8.1% | 0.232% | |
7/27/2024 | Sterneck Capital Management LLC | 72,625 | $1.62M | 0.9% | -2.1% | 1.252% | |
5/6/2024 | MGB Wealth Management LLC | 3,000 | $74K | 0.0% | N/A | 0.051% | |
2/26/2024 | Virtu Financial LLC | 17,106 | $445K | 0.0% | -49.2% | 0.303% | |
|
2/13/2024 | Tower Research Capital LLC TRC | 3,072 | $80K | 0.0% | +1,068.1% | 0.054% | |
2/2/2024 | Harvest Fund Management Co. Ltd | 1,706 | $44K | 0.0% | -61.5% | 0.028% | |
1/16/2024 | Raymond James & Associates | 21,166 | $551K | 0.0% | -34.2% | 0.348% | |
1/16/2024 | Sterneck Capital Management LLC | 72,477 | $1.89M | 1.2% | +6.3% | 1.192% | |
12/6/2023 | Citigroup Inc. | 9,299 | $252K | 0.0% | +515.4% | 0.149% | |
11/14/2023 | Sterneck Capital Management LLC | 68,155 | $1.84M | 1.2% | -2.7% | 1.090% | |
11/13/2023 | Stifel Financial Corp | 80,343 | $2.17M | 0.0% | +2.0% | 1.285% | |
11/8/2023 | Janney Montgomery Scott LLC | 9,566 | $259K | 0.0% | -79.0% | 0.153% | |
11/7/2023 | Harvest Fund Management Co. Ltd | 4,427 | $120K | 0.0% | +268.9% | 0.071% | |
10/24/2023 | Raymond James & Associates | 32,166 | $870K | 0.0% | -37.7% | 0.495% | |
8/10/2023 | Meitav Investment House Ltd. | 2,640 | $70K | 0.0% | N/A | 0.040% | |
7/31/2023 | LPL Financial LLC | 41,033 | $1.09M | 0.0% | -51.1% | 0.619% | |
7/26/2023 | Janney Montgomery Scott LLC | 45,568 | $1.21M | 0.0% | -5.7% | 0.693% | |
7/25/2023 | Raymond James & Associates | 51,664 | $1.38M | 0.0% | -9.4% | 0.785% | |
7/10/2023 | Level Four Advisory Services LLC | 10,022 | $267K | 0.0% | +19.4% | 0.151% | |
7/7/2023 | Harvest Fund Management Co. Ltd | 1,200 | $32K | 0.0% | -95.3% | 0.018% | |
6/5/2023 | Level Four Advisory Services LLC | 8,394 | $249K | 0.0% | N/A | 0.112% | |
5/11/2023 | Harvest Fund Management Co. Ltd | 25,432 | $755K | 0.2% | -8.2% | 0.340% | |
5/10/2023 | Private Advisor Group LLC | 106,305 | $3.16M | 0.0% | N/A | 1.421% | |
5/10/2023 | Credit Suisse AG | 531,000 | $15.77M | 0.0% | -30.6% | 7.099% | |
5/9/2023 | Tower Research Capital LLC TRC | 12,932 | $384K | 0.0% | +416.9% | 0.173% | |
5/1/2023 | Virtu Financial LLC | 76,208 | $2.26M | 0.2% | +878.0% | 1.015% | |
4/28/2023 | Janney Montgomery Scott LLC | 48,301 | $1.43M | 0.0% | -4.3% | 0.636% | |
4/27/2023 | Simplex Trading LLC | 6,376 | $189K | 0.0% | -47.4% | 0.084% | |
4/19/2023 | Sterneck Capital Management LLC | 69,787 | $2.07M | 1.3% | -0.5% | 0.918% | |
4/14/2023 | Raymond James & Associates | 57,022 | $1.69M | 0.0% | +22.7% | 0.742% | |
2/13/2023 | BOKF NA | 16,925 | $463K | 0.0% | N/A | 0.209% | |
2/10/2023 | Blair William & Co. IL | 2,850 | $78K | 0.0% | +2,750.0% | 0.035% | |
2/8/2023 | Raymond James & Associates | 46,462 | $1.27M | 0.0% | +70.3% | 0.573% | |
2/8/2023 | Axim Planning & Wealth | 26,650 | $728K | 0.7% | -98.4% | 0.329% | |
2/7/2023 | Commonwealth Equity Services LLC | 14,373 | $392K | 0.0% | -11.0% | 0.177% | |
2/7/2023 | Envestnet Asset Management Inc. | 11,706 | $320K | 0.0% | -5.6% | 0.144% | |
2/6/2023 | Harvest Fund Management Co. Ltd | 27,706 | $586K | 0.2% | N/A | 0.342% | |
2/2/2023 | Simplex Trading LLC | 12,115 | $331K | 0.0% | N/A | 0.150% | |
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2/1/2023 | Janney Montgomery Scott LLC | 50,475 | $1.38M | 0.0% | N/A | 0.626% | |
1/19/2023 | Sterneck Capital Management LLC | 70,170 | $1.92M | 1.3% | N/A | 0.884% | |
1/18/2023 | Activest Wealth Management | 1,265 | $35K | 0.0% | N/A | 0.016% | |
11/22/2022 | IHT Wealth Management LLC | 84,686 | $2.15M | 0.2% | +27.0% | 0.965% | |
11/15/2022 | KWB Wealth | 9,046 | $230K | 0.0% | N/A | 0.103% | |
11/10/2022 | Tower Research Capital LLC TRC | 74,447 | $1.89M | 0.0% | +1,424.6% | 0.848% | |
11/10/2022 | UBS Group AG | 194,464 | $4.93M | 0.0% | -50.7% | 2.215% | |
10/27/2022 | US Bancorp DE | 73,738 | $1.87M | 0.0% | -4.5% | 0.850% | |
10/25/2022 | Raymond James & Associates | 27,281 | $692K | 0.0% | +39.8% | 0.310% | |
8/15/2022 | LGL Partners LLC | 12,544 | $409K | 0.1% | N/A | 0.131% | |
8/12/2022 | Credit Suisse AG | 765,000 | $24.93M | 0.0% | +27.5% | 7.960% | |
8/11/2022 | UBS Group AG | 394,340 | $12.85M | 0.0% | +1.4% | 4.103% | |
8/8/2022 | Pasadena Private Wealth LLC | 95,173 | $3.10M | 1.1% | N/A | 0.990% | |
8/4/2022 | Northwestern Mutual Wealth Management Co. | 1,020 | $33K | 0.0% | -69.7% | 0.011% | |
8/3/2022 | Janney Montgomery Scott LLC | 43,468 | $1.43M | 0.0% | N/A | 0.453% | |
8/1/2022 | US Bancorp DE | 77,197 | $2.52M | 0.0% | +4.4% | 0.805% | |
7/29/2022 | Merriman Wealth Management LLC | 22,468 | $732K | 0.1% | N/A | 0.234% | |
7/22/2022 | Stratos Wealth Advisors LLC | 17,806 | $580K | 0.1% | N/A | 0.184% | |
7/21/2022 | Winthrop Advisory Group LLC | 6,750 | $220K | 0.1% | N/A | 0.070% | |
5/13/2022 | Global Endowment Management LP | 27,300 | $791K | 0.1% | N/A | 0.314% | |
5/12/2022 | Cetera Advisors LLC | 1,127,220 | $32.67M | 0.7% | N/A | 12.957% | |
5/11/2022 | US Bancorp DE | 73,938 | $2.14M | 0.0% | N/A | 0.850% | |
5/9/2022 | Northwestern Mutual Wealth Management Co. | 3,367 | $98K | 0.0% | N/A | 0.039% | |
5/5/2022 | Pacific Center for Financial Services | 7,599 | $220K | 0.1% | -32.6% | 0.087% | |
5/4/2022 | Commonwealth Equity Services LLC | 15,932 | $461K | 0.0% | +9.6% | 0.184% | |
5/4/2022 | Envestnet Asset Management Inc. | 19,235 | $557K | 0.0% | -9.4% | 0.222% | |
5/2/2022 | Simplex Trading LLC | 2,130 | $61K | 0.0% | N/A | 0.025% | |
4/25/2022 | Miracle Mile Advisors LLC | 10,500 | $304K | 0.0% | N/A | 0.122% | |
2/14/2022 | Waterfront Wealth Inc. | 7,250 | $265K | 0.1% | N/A | 0.117% | |
2/14/2022 | IHT Wealth Management LLC | 31,150 | $1.14M | 0.1% | +522.4% | 0.501% | |
2/8/2022 | Raymond James & Associates | 21,560 | $787K | 0.0% | N/A | 0.348% | |
2/4/2022 | Envestnet Asset Management Inc. | 21,221 | $774K | 0.0% | -14.2% | 0.342% | |
2/3/2022 | Advisor Group Holdings Inc. | 2,268 | $82K | 0.0% | -14.1% | 0.036% | |
2/1/2022 | Merriman Wealth Management LLC | 15,283 | $558K | 0.0% | N/A | 0.245% | |
1/31/2022 | Commonwealth Equity Services LLC | 14,542 | $530K | 0.0% | +11.5% | 0.233% | |
1/25/2022 | Sterneck Capital Management LLC | 23,840 | $870K | 0.5% | N/A | 0.398% | |
1/25/2022 | Belvedere Trading LLC | 13,327 | $463K | 0.0% | N/A | 0.223% | |
1/21/2022 | Cox Capital Mgt LLC | 40,224 | $1.47M | 0.9% | N/A | 0.686% | |
1/19/2022 | Symphony Financial Ltd. Co. | 13,794 | $503K | 0.1% | -81.0% | 0.237% | |
1/13/2022 | Activest Wealth Management | 817 | $30K | 0.0% | N/A | 0.014% | |
11/15/2021 | Morgan Stanley | 304,048 | $12.83M | 0.0% | +81.9% | 5.589% | |
11/12/2021 | Credit Suisse AG | 300,000 | $12.66M | 0.0% | N/A | 5.515% | |
11/12/2021 | First Republic Investment Management Inc. | 114,236 | $4.82M | 0.0% | N/A | 2.100% | |
11/10/2021 | Citigroup Inc. | 7,249 | $306K | 0.0% | +180.0% | 0.134% | |
11/5/2021 | Advisor Group Holdings Inc. | 2,640 | $110K | 0.0% | -55.0% | 0.049% | |
10/29/2021 | Commonwealth Equity Services LLC | 13,042 | $550K | 0.0% | +15.2% | 0.243% | |
10/22/2021 | Global Retirement Partners LLC | 630 | $27K | 0.0% | +500.0% | 0.012% | |
10/12/2021 | Symphony Financial Ltd. Co. | 72,717 | $3.01M | 1.0% | N/A | 1.390% | |
8/17/2021 | Wells Fargo & Company MN | 63,676 | $3.90M | 0.0% | +3.5% | 1.384% | |
8/17/2021 | Citadel Advisors LLC | 17,434 | $1.07M | 0.0% | +356.5% | 0.379% | |
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8/16/2021 | Bank of America Corp DE | 34,316 | $2.10M | 0.0% | -25.0% | 0.746% | |
8/16/2021 | Morgan Stanley | 167,185 | $10.24M | 0.0% | -4.0% | 3.634% | |
8/16/2021 | Tocqueville Asset Management L.P. | 13,700 | $839K | 0.0% | -2.1% | 0.298% | |
8/13/2021 | LPL Financial LLC | 25,553 | $1.57M | 0.0% | -17.4% | 0.565% | |
8/11/2021 | Commonwealth Equity Services LLC | 11,321 | $693K | 0.0% | -39.1% | 0.252% | |
8/4/2021 | Envestnet Asset Management Inc. | 24,015 | $1.47M | 0.0% | +189.4% | 0.556% | |
8/2/2021 | Advisor Group Holdings Inc. | 5,864 | $359K | 0.0% | -14.0% | 0.139% | |