11/1/2024 | First Personal Financial Services | 1,068 | $25K | 0.0% | N/A | 0.007% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 32,761 | $778K | 0.1% | +3.9% | 0.207% | |
10/21/2024 | Wealth Effects LLC | 10,725 | $255K | 0.1% | N/A | 0.068% | |
10/18/2024 | Raymond James & Associates | 916,711 | $21.77M | 0.0% | +132.4% | 5.802% | |
10/18/2024 | Stratos Wealth Advisors LLC | 126,513 | $3.01M | 0.1% | +3.4% | 0.801% | |
10/16/2024 | PCG Wealth Advisors LLC | 136,350 | $3.24M | 1.2% | +1.1% | 0.863% | |
|
10/10/2024 | JBR Co Financial Management Inc | 15,479 | $368K | 0.2% | -12.5% | 0.098% | |
10/9/2024 | Guardian Asset Advisors LLC | 16,573 | $394K | 0.3% | -7.1% | 0.105% | |
10/7/2024 | Davis Investment Partners LLC | 98,435 | $2.41M | 1.0% | -5.4% | 0.623% | |
8/14/2024 | Marshall Wace LLP | 25,217 | $663K | 0.0% | N/A | 0.160% | |
8/14/2024 | Beck Capital Management LLC | 8,623 | $227K | 0.1% | N/A | 0.055% | |
8/12/2024 | Intrepid Financial Planning Group LLC | 13,264 | $349K | 0.1% | +14.8% | 0.084% | |
8/9/2024 | Pekin Hardy Strauss Inc. | 7,705 | $202K | 0.0% | N/A | 0.049% | |
8/9/2024 | Moors & Cabot Inc. | 10,750 | $283K | 0.0% | -3.8% | 0.068% | |
8/8/2024 | Main Street Financial Solutions LLC | 17,919 | $471K | 0.0% | -4.1% | 0.113% | |
8/7/2024 | Wedbush Securities Inc. | 18,137 | $477K | 0.0% | -30.9% | 0.115% | |
7/31/2024 | Commonwealth Equity Services LLC | 143,918 | $3.78M | 0.0% | +7.7% | 0.911% | |
7/30/2024 | International Assets Investment Management LLC | 1,879 | $49K | 0.0% | N/A | 0.012% | |
7/29/2024 | Kraft Davis & Associates LLC | 9,907 | $259K | 0.1% | -48.4% | 0.063% | |
7/26/2024 | Harbour Investments Inc. | 8,702 | $229K | 0.0% | -13.2% | 0.055% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 64,710 | $1.70M | 0.0% | +14.5% | 0.410% | |
7/25/2024 | Raymond James Trust N.A. | 18,320 | $481K | 0.0% | +27.9% | 0.116% | |
7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 31,531 | $829K | 0.1% | +26.3% | 0.200% | |
7/19/2024 | Raymond James & Associates | 394,470 | $10.37M | 0.0% | -13.3% | 2.497% | |
7/19/2024 | Davis Investment Partners LLC | 104,056 | $2.79M | 1.1% | -7.9% | 0.659% | |
7/16/2024 | JBR Co Financial Management Inc | 17,692 | $465K | 0.3% | -14.1% | 0.112% | |
7/16/2024 | PCG Wealth Advisors LLC | 134,808 | $3.54M | 1.5% | +1.6% | 0.853% | |
7/15/2024 | Lionsbridge Wealth Management LLC | 31,678 | $832K | 0.7% | +85.9% | 0.200% | |
7/15/2024 | RFG Advisory LLC | 10,912 | $287K | 0.0% | N/A | 0.069% | |
5/24/2024 | Cetera Advisors LLC | 11,968 | $328K | 0.0% | +6.5% | 0.076% | |
5/16/2024 | Kraft Davis & Associates LLC | 19,198 | $522K | 0.2% | N/A | 0.122% | |
5/15/2024 | Gendell Jeffrey L | 222,039 | $6.09M | 0.2% | N/A | 1.405% | |
5/9/2024 | JBR Co Financial Management Inc | 20,597 | $565K | 0.5% | -17.8% | 0.130% | |
5/7/2024 | NTV Asset Management LLC | 26,250 | $720K | 0.1% | -8.7% | 0.166% | |
5/7/2024 | Guardian Asset Advisors LLC | 17,899 | $491K | 0.4% | -5.1% | 0.113% | |
5/4/2024 | Geneos Wealth Management Inc. | 6,650 | $182K | 0.0% | +29.1% | 0.042% | |
5/3/2024 | GSA Capital Partners LLP | 35,636 | $978K | 0.1% | N/A | 0.223% | |
5/2/2024 | Lionsbridge Wealth Management LLC | 17,037 | $467K | 0.4% | N/A | 0.106% | |
4/30/2024 | J.W. Cole Advisors Inc. | 7,709 | $212K | 0.0% | -15.9% | 0.048% | |
4/30/2024 | Hartline Investment Corp | 24,970 | $685K | 0.1% | N/A | 0.156% | |
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4/29/2024 | Commonwealth Equity Services LLC | 133,683 | $3.67M | 0.0% | +245.5% | 0.836% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 6,366 | $175K | 0.0% | -88.7% | 0.040% | |
4/26/2024 | SFG Wealth Management LLC. | 27,649 | $759K | 0.5% | -30.4% | 0.173% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 56,504 | $1.55M | 0.0% | +9.2% | 0.353% | |
4/24/2024 | PSI Advisors LLC | 1,300 | $36K | 0.0% | -42.2% | 0.008% | |
4/24/2024 | U S Global Investors Inc. | 1,100 | $30K | 0.0% | N/A | 0.007% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 160,793 | $4.41M | 0.0% | +1.2% | 1.005% | |
4/22/2024 | PFG Investments LLC | 7,783 | $214K | 0.0% | N/A | 0.049% | |
4/22/2024 | Raymond James & Associates | 454,739 | $12.48M | 0.0% | +5.8% | 2.842% | |
4/19/2024 | PCG Wealth Advisors LLC | 132,740 | $3.64M | 1.7% | +128.2% | 0.615% | |
4/16/2024 | Calton & Associates Inc. | 8,220 | $226K | 0.1% | N/A | 0.038% | |
4/15/2024 | Davis Investment Partners LLC | 112,959 | $3.20M | 1.4% | -4.7% | 0.523% | |
4/10/2024 | One Plus One Wealth Management LLC | 9,016 | $247K | 0.1% | -76.8% | 0.042% | |
3/1/2024 | Creekmur Asset Management LLC | 1,199 | $29K | 0.0% | N/A | 0.006% | |
2/13/2024 | Tower Research Capital LLC TRC | 91,932 | $2.23M | 0.0% | +91.7% | 0.426% | |
2/13/2024 | Intrepid Financial Planning Group LLC | 13,408 | $326K | 0.2% | -5.5% | 0.062% | |
2/12/2024 | Bank of Nova Scotia | 43,480 | $1.06M | 0.0% | -1.6% | 0.201% | |
2/12/2024 | Stifel Financial Corp | 208,761 | $5.07M | 0.0% | -6.6% | 0.966% | |
2/9/2024 | Advisory Services Network LLC | 29,141 | $708K | 0.0% | +207.6% | 0.135% | |
2/9/2024 | Wells Fargo & Company MN | 300,832 | $7.31M | 0.0% | -18.5% | 1.393% | |
2/9/2024 | Paragon Private Wealth Management LLC | 9,283 | $225K | 0.2% | -29.7% | 0.043% | |
2/9/2024 | UBS Group AG | 936,065 | $22.74M | 0.0% | -0.5% | 4.334% | |
2/8/2024 | Main Street Financial Solutions LLC | 19,594 | $476K | 0.1% | -6.4% | 0.091% | |
2/7/2024 | Principal Securities Inc. | 26,731 | $649K | 0.0% | N/A | 0.124% | |
2/6/2024 | Fielder Capital Group LLC | 8,500 | $206K | 0.1% | N/A | 0.039% | |
2/6/2024 | Private Advisor Group LLC | 10,809 | $263K | 0.0% | +4.3% | 0.050% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 56,438 | $1.37M | 0.0% | +3.8% | 0.261% | |
2/6/2024 | Great Valley Advisor Group Inc. | 11,574 | $281K | 0.0% | -25.7% | 0.054% | |
2/2/2024 | Anfield Capital Management LLC | 91,697 | $2.23M | 1.2% | -43.9% | 0.425% | |
2/2/2024 | Simplex Trading LLC | 5,760 | $139K | 0.0% | N/A | 0.027% | |
2/2/2024 | Atria Wealth Solutions Inc. | 31,222 | $758K | 0.0% | -1.7% | 0.145% | |
1/31/2024 | J.W. Cole Advisors Inc. | 9,169 | $223K | 0.0% | N/A | 0.042% | |
1/30/2024 | PCG Wealth Advisors LLC | 58,165 | $1.41M | 0.8% | +3.9% | 0.269% | |
1/29/2024 | Consolidated Portfolio Review Corp | 9,339 | $227K | 0.1% | -12.7% | 0.043% | |
1/25/2024 | International Assets Investment Management LLC | 45,641 | $1.11M | 0.0% | N/A | 0.211% | |
1/24/2024 | Stratos Wealth Advisors LLC | 96,447 | $2.34M | 0.1% | -4.0% | 0.447% | |
1/24/2024 | International Assets Investment Management LLC | 45,641 | $1.11M | 0.0% | N/A | 0.211% | |
1/23/2024 | American Institute for Advanced Investment Management LLP | 10,164 | $247K | 0.2% | -8.3% | 0.047% | |
1/22/2024 | One Plus One Wealth Management LLC | 38,899 | $945K | 0.6% | +39.8% | 0.180% | |
1/19/2024 | SFG Wealth Management LLC. | 39,743 | $965K | 0.6% | +4.8% | 0.184% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 158,872 | $3.86M | 0.0% | -29.6% | 0.736% | |
1/16/2024 | Raymond James & Associates | 429,939 | $10.44M | 0.0% | -6.6% | 1.990% | |
1/12/2024 | Financial Sense Advisors Inc. | 116,787 | $2.84M | 1.1% | +0.6% | 0.541% | |
1/12/2024 | Davis Investment Partners LLC | 118,558 | $2.86M | 1.4% | -0.5% | 0.549% | |
1/11/2024 | Raymond James Trust N.A. | 14,320 | $348K | 0.0% | -6.3% | 0.066% | |
11/21/2023 | Tompkins Financial Corp | 9,760 | $254K | 0.0% | -30.1% | 0.045% | |
11/16/2023 | Harbour Investments Inc. | 17,361 | $451K | 0.0% | -26.3% | 0.080% | |
11/15/2023 | Baker Avenue Asset Management LP | 51,174 | $1.33M | 0.1% | N/A | 0.237% | |
11/14/2023 | Bank of Nova Scotia | 44,185 | $1.15M | 0.0% | +2.1% | 0.205% | |
11/14/2023 | Tower Research Capital LLC TRC | 47,957 | $1.25M | 0.0% | +17.4% | 0.222% | |
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11/14/2023 | Qube Research & Technologies Ltd | 132,692 | $3.45M | 0.0% | +829.1% | 0.614% | |
11/14/2023 | Paragon Private Wealth Management LLC | 13,200 | $343K | 0.3% | -34.6% | 0.061% | |
11/13/2023 | Consolidated Portfolio Review Corp | 10,701 | $278K | 0.1% | -17.9% | 0.050% | |
11/13/2023 | Stifel Financial Corp | 223,480 | $5.81M | 0.0% | +1.1% | 1.035% | |
11/13/2023 | LPL Financial LLC | 512,532 | $13.32M | 0.0% | -2.8% | 2.373% | |
11/13/2023 | Kestra Advisory Services LLC | 50,729 | $1.32M | 0.0% | +35.0% | 0.235% | |
11/9/2023 | UBS Group AG | 940,549 | $24.45M | 0.0% | -4.3% | 4.354% | |
11/8/2023 | Atria Wealth Solutions Inc. | 31,746 | $825K | 0.0% | +38.6% | 0.147% | |
11/8/2023 | Barometer Capital Management Inc. | 32,500 | $845K | 0.3% | -12.9% | 0.150% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 11,105 | $289K | 0.0% | N/A | 0.051% | |