4/16/2025 | Wealth Enhancement Advisory Services LLC | 27,161 | $733K | 0.0% | N/A | 1.156% | |
2/17/2025 | Two Sigma Investments LP | 39,800 | $1.14M | 0.0% | N/A | 1.225% | |
2/17/2025 | Bank of America Corp DE | 1,965 | $56K | 0.0% | -87.4% | 0.060% | |
2/14/2025 | Jane Street Group LLC | 17,190 | $491K | 0.0% | -65.5% | 0.529% | |
2/14/2025 | IHT Wealth Management LLC | 44,204 | $1.26M | 0.0% | -33.7% | 1.360% | |
2/14/2025 | Tower Research Capital LLC TRC | 15,225 | $435K | 0.0% | +47.2% | 0.468% | |
2/14/2025 | IronBridge Private Wealth LLC | 288,049 | $8.24M | 3.0% | -2.5% | 8.863% | |
2/13/2025 | Raymond James Financial Inc. | 9,948 | $284K | 0.0% | N/A | 0.306% | |
2/13/2025 | Wells Fargo & Company MN | 5,181 | $148K | 0.0% | -34.4% | 0.159% | |
2/11/2025 | LPL Financial LLC | 21,318 | $609K | 0.0% | -14.8% | 0.656% | |
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2/6/2025 | Raymond James Financial Inc. | 9,948 | $284K | 0.0% | N/A | 0.306% | |
1/29/2025 | Comprehensive Financial Planning Inc. PA | 15,273 | $437K | 0.4% | N/A | 0.470% | |
1/24/2025 | Chicago Partners Investment Group LLC | 53,154 | $1.57M | 0.1% | -24.6% | 1.636% | |
11/15/2024 | Jane Street Group LLC | 49,781 | $1.34M | 0.0% | +51.5% | 1.532% | |
11/15/2024 | IHT Wealth Management LLC | 66,688 | $1.78M | 0.1% | +70.8% | 2.052% | |
11/15/2024 | IronBridge Private Wealth LLC | 295,391 | $7.95M | 3.0% | -1.9% | 9.089% | |
11/4/2024 | Del Sette Capital Management LLC | 9,059 | $244K | 0.2% | -96.1% | 0.279% | |
11/1/2024 | Cowa LLC | 24,763 | $666K | 0.3% | +158.4% | 0.762% | |
11/1/2024 | Hollencrest Capital Management | 1,157 | $31K | 0.0% | -49.8% | 0.036% | |
10/29/2024 | Chicago Partners Investment Group LLC | 70,471 | $1.91M | 0.1% | -18.2% | 2.168% | |
10/22/2024 | International Assets Investment Management LLC | 26,900 | $724K | 0.0% | +2,590.0% | 0.828% | |
8/14/2024 | Marshall Wace LLP | 11,807 | $328K | 0.0% | -44.9% | 0.363% | |
8/12/2024 | Cowa LLC | 9,583 | $266K | 0.1% | N/A | 0.295% | |
8/2/2024 | Del Sette Capital Management LLC | 233,088 | $6.47M | 5.3% | +114.8% | 7.172% | |
7/30/2024 | International Assets Investment Management LLC | 1,000 | $28K | 0.0% | N/A | 0.031% | |
7/16/2024 | Great Valley Advisor Group Inc. | 51,222 | $1.42M | 0.0% | N/A | 1.576% | |
5/16/2024 | IronBridge Private Wealth LLC | 287,554 | $7.95M | 3.3% | +2.5% | 8.848% | |
5/2/2024 | Hollencrest Capital Management | 2,307 | $64K | 0.0% | +139.1% | 0.069% | |
2/23/2024 | Chicago Partners Investment Group LLC | 123,656 | $3.07M | 0.1% | -15.3% | 2.810% | |
2/12/2024 | IronBridge Private Wealth LLC | 280,555 | $6.84M | 3.3% | +3.2% | 6.376% | |
2/5/2024 | Del Sette Capital Management LLC | 97,734 | $2.38M | 2.1% | +4.3% | 2.221% | |
1/25/2024 | International Assets Investment Management LLC | 24,370 | $594K | 0.0% | N/A | 0.554% | |
1/24/2024 | Sowell Financial Services LLC | 72,696 | $1.78M | 0.1% | N/A | 1.652% | |
1/24/2024 | International Assets Investment Management LLC | 24,370 | $594K | 0.0% | N/A | 0.554% | |
1/16/2024 | Raymond James & Associates | 10,036 | $245K | 0.0% | -38.6% | 0.228% | |
1/11/2024 | AFG Fiduciary Services Limited Partnership | 8,725 | $209K | 0.2% | N/A | 0.198% | |
11/14/2023 | Tower Research Capital LLC TRC | 16,399 | $367K | 0.0% | N/A | 0.373% | |
11/13/2023 | IronBridge Private Wealth LLC | 271,760 | $6.08M | 3.3% | +127.4% | 6.176% | |
11/8/2023 | D.A. Davidson & CO. | 11,455 | $256K | 0.0% | -10.1% | 0.260% | |
11/6/2023 | Sigma Planning Corp | 15,187 | $340K | 0.0% | N/A | 0.345% | |
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10/30/2023 | Del Sette Capital Management LLC | 93,731 | $2.10M | 2.1% | +6.4% | 2.130% | |
10/26/2023 | Chicago Partners Investment Group LLC | 146,003 | $3.13M | 0.2% | -9.0% | 3.318% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 10,728 | $240K | 0.0% | -18.9% | 0.244% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 25,461 | $570K | 0.0% | -4.9% | 0.579% | |
10/10/2023 | National Bank of Canada FI | 2,200 | $49K | 0.0% | +1,366.7% | 0.050% | |
8/14/2023 | Sowell Financial Services LLC | 88,483 | $2.26M | 0.1% | +54.4% | 2.011% | |
8/11/2023 | Cibc World Market Inc. | 14,050 | $359K | 0.0% | N/A | 0.319% | |
8/11/2023 | D.A. Davidson & CO. | 12,735 | $326K | 0.0% | -24.7% | 0.289% | |
8/9/2023 | Coastal Investment Advisors Inc. | 2,411 | $62K | 0.0% | N/A | 0.059% | |
8/8/2023 | Chicago Partners Investment Group LLC | 160,357 | $4.05M | 0.2% | -5.9% | 3.911% | |
7/31/2023 | LPL Financial LLC | 41,639 | $1.07M | 0.0% | -5.9% | 1.016% | |
7/31/2023 | Del Sette Capital Management LLC | 88,110 | $2.25M | 2.1% | N/A | 2.149% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 13,224 | $338K | 0.0% | +17.5% | 0.323% | |
7/25/2023 | Raymond James & Associates | 15,993 | $409K | 0.0% | -32.4% | 0.390% | |
7/21/2023 | Kovack Advisors Inc. | 20,635 | $528K | 0.1% | N/A | 0.503% | |
7/18/2023 | AFG Fiduciary Services Limited Partnership | 8,725 | $225K | 0.2% | -8.6% | 0.213% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 26,771 | $685K | 0.0% | -3.8% | 0.653% | |
5/9/2023 | Tower Research Capital LLC TRC | 23,298 | $551K | 0.0% | -35.4% | 0.685% | |
4/26/2023 | Chicago Partners Investment Group LLC | 170,433 | $4.08M | 0.2% | +1.0% | 5.013% | |
4/25/2023 | D.A. Davidson & CO. | 16,915 | $400K | 0.0% | -42.6% | 0.498% | |
4/24/2023 | Ahrens Investment Partners LLC | 2,195 | $52K | 0.0% | N/A | 0.065% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 11,254 | $266K | 0.0% | -6.3% | 0.331% | |
4/14/2023 | Raymond James & Associates | 23,668 | $560K | 0.0% | +60.0% | 0.696% | |
2/9/2023 | Chicago Partners Investment Group LLC | 168,700 | $3.99M | 0.2% | -31.7% | 4.890% | |
2/9/2023 | Sowell Financial Services LLC | 60,651 | $1.36M | 0.1% | +29.9% | 1.758% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 12,013 | $262K | 0.0% | -21.8% | 0.348% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 27,524 | $601K | 0.0% | -6.1% | 0.798% | |
2/7/2023 | LPL Financial LLC | 52,018 | $1.14M | 0.0% | -28.4% | 1.508% | |
2/3/2023 | D.A. Davidson & CO. | 29,488 | $643K | 0.0% | -45.3% | 0.855% | |
1/31/2023 | Del Sette Capital Management LLC | 9,115 | $418K | 0.3% | -30.2% | 0.264% | |
1/31/2023 | Wedbush Securities Inc. | 12,270 | $268K | 0.0% | -4.8% | 0.356% | |
1/24/2023 | Del Sette Capital Management LLC | 9,115 | $418K | 0.4% | -30.2% | 0.264% | |
1/24/2023 | National Bank of Canada FI | 31,074 | $675K | 0.0% | +5.4% | 0.901% | |
1/20/2023 | Affiance Financial LLC | 1,555 | $34K | 0.0% | N/A | 0.045% | |
11/22/2022 | IHT Wealth Management LLC | 25,062 | $613K | 0.0% | +108.1% | 0.643% | |
11/16/2022 | AFG Fiduciary Services Limited Partnership | 9,350 | $229K | 0.2% | -7.9% | 0.246% | |
11/15/2022 | Sowell Financial Services LLC | 46,701 | $1.14M | 0.1% | +67.7% | 1.229% | |
11/10/2022 | Tower Research Capital LLC TRC | 29,725 | $727K | 0.0% | +25.5% | 0.762% | |
11/7/2022 | D.A. Davidson & CO. | 53,873 | $1.32M | 0.0% | -20.8% | 1.381% | |
10/27/2022 | Financial Enhancement Group LLC | 11,462 | $280K | 0.1% | +18.5% | 0.294% | |
10/25/2022 | Raymond James & Associates | 36,105 | $882K | 0.0% | -47.8% | 0.926% | |
10/21/2022 | Selective Wealth Management Inc. | 1,880 | $46K | 0.0% | -27.1% | 0.048% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 29,300 | $716K | 0.0% | -1.8% | 0.742% | |
10/13/2022 | National Bank of Canada FI | 29,479 | $715K | 0.0% | -47.9% | 0.737% | |
8/11/2022 | Cetera Investment Advisers | 30,908 | $830K | 0.0% | -3.1% | 0.745% | |
8/5/2022 | Sterling Investment Advisors Ltd. | 1,200 | $32K | 0.0% | -53.8% | 0.029% | |
8/4/2022 | Chicago Partners Investment Group LLC | 277,884 | $7.91M | 0.6% | -9.9% | 6.696% | |
8/2/2022 | Tradition Wealth Management LLC | 2,863 | $77K | 0.0% | -90.7% | 0.069% | |
7/28/2022 | National Bank of Canada FI | 56,528 | $1.50M | 0.0% | +2.6% | 1.362% | |
7/28/2022 | Selective Wealth Management Inc. | 2,580 | $69K | 0.0% | -28.7% | 0.062% | |
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7/22/2022 | Del Sette Capital Management LLC | 12,757 | $343K | 0.4% | +74.8% | 0.300% | |
7/21/2022 | Wedbush Securities Inc. | 12,557 | $337K | 0.0% | -3.7% | 0.295% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 29,824 | $801K | 0.0% | -2.9% | 0.702% | |
5/23/2022 | Advisory Services Network LLC | 42,091 | $1.65M | 0.0% | -16.5% | 0.946% | |
5/20/2022 | Chicago Partners Investment Group LLC | 308,509 | $9.32M | 0.7% | -0.3% | 6.933% | |
5/18/2022 | Financial Enhancement Group LLC | 4,401 | $172K | 0.0% | +25.1% | 0.099% | |
5/12/2022 | D.A. Davidson & CO. | 68,098 | $2.66M | 0.0% | +0.9% | 1.513% | |
5/11/2022 | Tradition Wealth Management LLC | 30,759 | $1.20M | 0.2% | -9.7% | 0.684% | |
5/11/2022 | Patriot Financial Group Insurance Agency LLC | 2,075 | $81K | 0.0% | -16.1% | 0.046% | |
5/11/2022 | Financial Advocates Investment Management | 13,662 | $534K | 0.0% | +43.0% | 0.304% | |