12/2/2024 | Capasso Planning Partners LLC | 5,952 | $767K | 0.2% | N/A | 1.190% | |
11/15/2024 | HighTower Advisors LLC | 1,677 | $217K | 0.0% | N/A | 0.335% | |
11/14/2024 | Flow Traders U.S. LLC | 7,904 | $1.02M | 0.1% | N/A | 1.581% | |
10/22/2024 | International Assets Investment Management LLC | 25,535 | $3.29M | 0.0% | +33,946.7% | 5.107% | |
10/9/2024 | Worth Asset Management LLC | 4,543 | $585K | 0.3% | N/A | 0.909% | |
5/17/2024 | Comerica Bank | 300 | $36K | 0.0% | N/A | 0.060% | |
4/9/2024 | Mather Group LLC. | 827 | $102K | 0.0% | N/A | 0.110% | |
2/29/2024 | Scarborough Advisors LLC | 869 | $107K | 0.0% | N/A | 0.116% | |
2/22/2024 | Scarborough Advisors LLC | 1,557 | $191K | 0.0% | N/A | 0.208% | |
2/9/2024 | InterOcean Capital Group LLC | 4,590 | $564K | 0.0% | -45.0% | 0.612% | |
|
2/8/2024 | Janney Montgomery Scott LLC | 6,665 | $818K | 0.0% | N/A | 0.889% | |
2/1/2024 | Wolverine Asset Management LLC | 79,000 | $9.70M | 0.1% | -6.0% | 10.533% | |
1/26/2024 | Geneos Wealth Management Inc. | 414 | $51K | 0.0% | N/A | 0.055% | |
1/25/2024 | International Assets Investment Management LLC | 9,209 | $1.13M | 0.0% | N/A | 1.228% | |
1/24/2024 | International Assets Investment Management LLC | 9,209 | $1.13M | 0.0% | N/A | 1.228% | |
1/11/2024 | Brookstone Capital Management | 2,108 | $259K | 0.0% | N/A | 0.281% | |
1/11/2024 | Worth Asset Management LLC | 7,495 | $920K | 0.7% | N/A | 0.999% | |
11/15/2023 | Toroso Investments LLC | 6,653 | $780K | 0.0% | -32.9% | 0.887% | |
11/13/2023 | Wolverine Asset Management LLC | 84,000 | $9.87M | 0.1% | -11.6% | 11.200% | |
11/8/2023 | Hussman Strategic Advisors Inc. | 10,000 | $1.18M | 0.2% | -50.0% | 1.333% | |
10/13/2023 | Thrive Wealth Management LLC | 2,509 | $295K | 0.1% | +30.0% | 0.335% | |
7/31/2023 | LPL Financial LLC | 11,294 | $1.38M | 0.0% | +47.0% | 1.412% | |
7/12/2023 | Thrive Wealth Management LLC | 1,930 | $236K | 0.1% | -4.5% | 0.241% | |
7/11/2023 | Worth Asset Management LLC | 16,892 | $2.07M | 1.6% | +69.4% | 2.112% | |
5/23/2023 | Toroso Investments LLC | 10,248 | $1.22M | 0.0% | +12.2% | 1.139% | |
4/12/2023 | Worth Asset Management LLC | 9,974 | $1.18M | 0.9% | N/A | 1.108% | |
2/27/2023 | Parallax Volatility Advisers L.P. | 14,999 | $1.74M | 0.0% | N/A | 1.579% | |
2/10/2023 | HRT Financial LP | 2,705 | $314K | 0.0% | N/A | 0.285% | |
2/10/2023 | Koesten Hirschmann & Crabtree INC. | 3,020 | $351K | 0.3% | N/A | 0.318% | |
2/8/2023 | InterOcean Capital Group LLC | 9,540 | $1.11M | 0.0% | -23.5% | 1.004% | |
2/7/2023 | IFP Advisors Inc | 450 | $58K | 0.0% | N/A | 0.047% | |
2/7/2023 | NewSquare Capital LLC | 235 | $27K | 0.0% | -98.3% | 0.025% | |
2/1/2023 | Wolverine Asset Management LLC | 95,000 | $11.03M | 0.1% | -26.9% | 10.000% | |
11/15/2022 | Flow Traders U.S. LLC | 11,609 | $1.25M | 0.1% | N/A | 1.222% | |
11/14/2022 | Elmwood Wealth Management Inc. | 2,000 | $215K | 0.1% | N/A | 0.211% | |
11/14/2022 | Thomas J. Herzfeld Advisors Inc. | 973 | $104K | 0.0% | N/A | 0.102% | |
11/10/2022 | UBS Group AG | 551,774 | $59.20M | 0.0% | +11,092.2% | 58.081% | |
10/26/2022 | Truist Financial Corp | 2,800 | $300K | 0.0% | N/A | 0.295% | |
10/25/2022 | NewSquare Capital LLC | 13,510 | $1.45M | 0.2% | +2.3% | 1.422% | |
10/24/2022 | Thrive Wealth Management LLC | 2,006 | $215K | 0.1% | N/A | 0.211% | |
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8/15/2022 | InterOcean Capital Group LLC | 12,466 | $1.46M | 0.1% | +55.9% | 1.467% | |
8/3/2022 | Wolverine Asset Management LLC | 130,000 | $15.19M | 0.2% | -27.8% | 15.294% | |
7/26/2022 | NewSquare Capital LLC | 13,205 | $1.54M | 0.2% | +6.1% | 1.554% | |
5/11/2022 | InterOcean Capital Group LLC | 7,994 | $1.01M | 0.0% | +42.7% | 0.999% | |
5/10/2022 | NewSquare Capital LLC | 12,440 | $1.57M | 0.2% | +8.4% | 1.555% | |
5/4/2022 | Wolverine Asset Management LLC | 180,000 | $22.73M | 0.2% | +111.8% | 22.500% | |
2/9/2022 | Wolverine Asset Management LLC | 85,000 | $11.06M | 0.1% | -34.6% | 11.333% | |
2/8/2022 | InterOcean Capital Group LLC | 5,601 | $729K | 0.0% | +93.7% | 0.747% | |
1/26/2022 | NewSquare Capital LLC | 11,475 | $1.49M | 0.2% | +7.8% | 1.350% | |
1/20/2022 | TRU Independence Asset Management 2 LLC | 5,670 | $738K | 0.4% | -12.1% | 0.667% | |
11/16/2021 | UBS Group AG | 39,146 | $5.08M | 0.0% | -9.9% | 4.121% | |
11/15/2021 | Morgan Stanley | 111,189 | $14.43M | 0.0% | +6.0% | 11.704% | |
11/12/2021 | Wolverine Asset Management LLC | 130,000 | $16.87M | 0.1% | +2.0% | 13.684% | |
11/8/2021 | NewSquare Capital LLC | 10,645 | $1.38M | 0.2% | +7.9% | 1.065% | |
11/8/2021 | InterOcean Capital Group LLC | 2,892 | $375K | 0.0% | +7.1% | 0.289% | |
11/5/2021 | IMC Chicago LLC | 10,017 | $1.30M | 0.0% | N/A | 1.002% | |
8/17/2021 | Wells Fargo & Company MN | 29,807 | $3.98M | 0.0% | +130.8% | 2.710% | |
8/16/2021 | Morgan Stanley | 104,893 | $14.00M | 0.0% | -1.8% | 9.536% | |
8/13/2021 | LPL Financial LLC | 2,413 | $322K | 0.0% | N/A | 0.219% | |
8/10/2021 | Citigroup Inc. | 3,140 | $419K | 0.0% | -15.6% | 0.285% | |
8/6/2021 | HighTower Advisors LLC | 18,760 | $2.50M | 0.0% | N/A | 1.705% | |
5/19/2021 | TRU Independence Asset Management 2 LLC | 6,450 | $858K | 0.7% | N/A | 0.561% | |
5/18/2021 | Leuthold Group LLC | 9,405 | $1.25M | 0.2% | +29.4% | 0.818% | |
5/18/2021 | Morgan Stanley | 106,860 | $14.22M | 0.0% | +11.4% | 9.292% | |
5/17/2021 | Royal Bank of Canada | 641 | $86K | 0.0% | +220.5% | 0.056% | |
5/13/2021 | Wolverine Asset Management LLC | 135,000 | $17.96M | 0.2% | +35.0% | 11.739% | |
5/13/2021 | Barclays PLC | 4,981 | $663K | 0.0% | -110.0% | 0.433% | |
5/13/2021 | Citigroup Inc. | 3,722 | $495K | 0.0% | +109.0% | 0.324% | |
5/12/2021 | TCTC Holdings LLC | 495 | $66K | 0.0% | -37.7% | 0.043% | |
5/12/2021 | UBS Group AG | 49,922 | $6.64M | 0.0% | -2.6% | 4.341% | |
5/12/2021 | InterOcean Capital Group LLC | 2,700 | $359K | 0.0% | +35.0% | 0.235% | |
5/7/2021 | IndexIQ Advisors LLC | 57,466 | $7.65M | 0.3% | +9.0% | 4.997% | |
4/28/2021 | Baker Ellis Asset Management LLC | 2,000 | $266K | 0.1% | N/A | 0.174% | |
2/16/2021 | Morgan Stanley | 95,900 | $12.67M | 0.0% | -5.6% | 9.133% | |
2/16/2021 | Leuthold Group LLC | 7,270 | $961K | 0.1% | -8.8% | 0.692% | |
2/11/2021 | Signaturefd LLC | 3,000 | $396K | 0.0% | -57.1% | 0.286% | |
2/9/2021 | Wells Fargo & Company MN | 5,297 | $700K | 0.0% | +43.6% | 0.504% | |
2/9/2021 | Samalin Investment Counsel LLC | 719 | $95K | 0.1% | N/A | 0.068% | |
2/8/2021 | Colony Family Offices LLC | 2,250 | $297K | 0.3% | N/A | 0.214% | |
2/5/2021 | IndexIQ Advisors LLC | 52,724 | $6.97M | 0.3% | +254.6% | 5.021% | |
2/2/2021 | Grimes & Company Inc. | 1,550 | $205K | 0.0% | N/A | 0.148% | |