10/28/2024 | Gladstone Institutional Advisory LLC | 7,277 | $688K | 0.0% | -12.3% | 0.156% | |
10/28/2024 | Ayalon Insurance Comp Ltd. | 56,290 | $5.32M | 1.7% | -0.2% | 1.211% | |
10/24/2024 | Salomon & Ludwin LLC | 57,858 | $5.47M | 0.6% | -9.5% | 1.244% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 17,120 | $1.62M | 0.0% | N/A | 0.368% | |
10/22/2024 | International Assets Investment Management LLC | 318,545 | $30.13M | 0.0% | +9,085.3% | 6.850% | |
10/21/2024 | MPS Loria Financial Planners LLC | 2,122 | $201K | 0.1% | N/A | 0.046% | |
|
10/9/2024 | Money Design Co. Ltd. | 35,703 | $3.38M | 0.2% | -16.1% | 0.768% | |
10/8/2024 | CWM LLC | 1,791 | $169K | 0.0% | -15.8% | 0.039% | |
9/5/2024 | Sanctuary Advisors LLC | 2,685 | $226K | 0.0% | N/A | 0.058% | |
8/16/2024 | Front Row Advisors LLC | 2,266 | $193K | 0.1% | -16.8% | 0.049% | |
8/16/2024 | Creative Planning | 5,060 | $430K | 0.0% | +87.1% | 0.109% | |
8/8/2024 | Client 1ST Advisory Group LLC | 3,145 | $268K | 0.1% | -10.6% | 0.068% | |
8/6/2024 | Strategic Financial Concepts LLC | 161,722 | $138K | 0.0% | N/A | 3.478% | |
7/31/2024 | NBT Bank N A NY | 304 | $26K | 0.0% | -41.5% | 0.007% | |
7/30/2024 | International Assets Investment Management LLC | 3,468 | $295K | 0.0% | -16.0% | 0.075% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 2,676 | $228K | 0.0% | N/A | 0.058% | |
7/26/2024 | Salomon & Ludwin LLC | 63,960 | $5.44M | 0.6% | -19.4% | 1.375% | |
7/23/2024 | Ayalon Insurance Comp Ltd. | 56,418 | $4.80M | 1.6% | -3.3% | 1.213% | |
7/19/2024 | Tiller Private Wealth Inc. | 3,985 | $339K | 0.1% | N/A | 0.086% | |
7/10/2024 | CWM LLC | 2,126 | $181K | 0.0% | -18.9% | 0.046% | |
7/9/2024 | Northwest Capital Management Inc | 1,191 | $101K | 0.0% | -37.9% | 0.026% | |
7/9/2024 | Lynx Investment Advisory | 2,724 | $232K | 0.2% | N/A | 0.059% | |
5/24/2024 | Cetera Advisors LLC | 3,242 | $281K | 0.0% | +9.0% | 0.070% | |
5/16/2024 | Jane Street Group LLC | 162,878 | $14.11M | 0.0% | +57.2% | 3.503% | |
5/9/2024 | Leo Wealth LLC | 93,247 | $8.06M | 0.8% | +5.4% | 2.005% | |
5/2/2024 | Salomon & Ludwin LLC | 79,348 | $6.88M | 0.6% | -4.1% | 1.706% | |
5/1/2024 | Janney Montgomery Scott LLC | 6,609 | $573K | 0.0% | +3.4% | 0.142% | |
5/1/2024 | Private Advisor Group LLC | 5,314 | $460K | 0.0% | -7.9% | 0.114% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 2,775 | $240K | 0.0% | N/A | 0.060% | |
4/24/2024 | Spire Wealth Management | 3,261 | $283K | 0.0% | -49.3% | 0.070% | |
4/15/2024 | Ayalon Insurance Comp Ltd. | 58,355 | $5.06M | 1.7% | +16.6% | 1.255% | |
4/11/2024 | International Assets Investment Management LLC | 4,128 | $355K | 0.0% | -9.8% | 0.089% | |
4/11/2024 | City State Bank | 1,225 | $106K | 0.0% | -19.7% | 0.026% | |
4/10/2024 | Sunflower Bank N.A. | 3,480 | $302K | 0.1% | -51.5% | 0.075% | |
4/5/2024 | CWM LLC | 2,621 | $227K | 0.0% | -8.9% | 0.045% | |
3/14/2024 | Leo Wealth LLC | 88,440 | $7.15M | 0.7% | N/A | 1.525% | |
3/5/2024 | Fisher Asset Management LLC | 5,709 | $449K | 0.0% | -4.8% | 0.098% | |
2/12/2024 | Scotia Capital Inc. | 17,780 | $1.40M | 0.0% | -10.0% | 0.307% | |
2/9/2024 | D.A. Davidson & CO. | 5,883 | $462K | 0.0% | -11.8% | 0.101% | |
2/8/2024 | Janney Montgomery Scott LLC | 6,392 | $502K | 0.0% | -19.8% | 0.110% | |
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2/7/2024 | MPS Loria Financial Planners LLC | 2,785 | $219K | 0.1% | N/A | 0.048% | |
2/6/2024 | Private Advisor Group LLC | 5,772 | $454K | 0.0% | -13.6% | 0.100% | |
2/6/2024 | Spire Wealth Management | 6,433 | $502K | 0.0% | -86.0% | 0.111% | |
2/6/2024 | National Bank of Canada FI | 4,049 | $317K | 0.0% | +3.9% | 0.070% | |
2/6/2024 | Wilbanks Smith & Thomas Asset Management LLC | 11,832 | $930K | 0.0% | N/A | 0.204% | |
2/6/2024 | McIlrath & Eck LLC | 3,833 | $301K | 0.1% | -23.4% | 0.066% | |
2/2/2024 | Truist Financial Corp | 4,309 | $339K | 0.0% | -3.0% | 0.074% | |
2/1/2024 | Northwest Capital Management Inc | 1,939 | $152K | 0.1% | -25.7% | 0.033% | |
2/1/2024 | CWM LLC | 2,878 | $226K | 0.0% | -15.9% | 0.050% | |
1/29/2024 | Valeo Financial Advisors LLC | 4,074 | $320K | 0.0% | +6.7% | 0.070% | |
1/29/2024 | Money Design Co. Ltd. | 61,559 | $4.84M | 0.3% | N/A | 1.061% | |
1/25/2024 | International Assets Investment Management LLC | 4,578 | $360K | 0.0% | -12.9% | 0.079% | |
1/25/2024 | Strategic Blueprint LLC | 3,670 | $288K | 0.0% | -25.3% | 0.063% | |
1/24/2024 | International Assets Investment Management LLC | 359,734 | $28.27M | 0.0% | +6,741.7% | 6.202% | |
1/19/2024 | Fifth Third Bancorp | 3,030 | $238K | 0.0% | -48.8% | 0.052% | |
1/19/2024 | ICICI Prudential Asset Management Co Ltd | 9,060 | $712K | 0.1% | -62.7% | 0.156% | |
1/18/2024 | Global Retirement Partners LLC | 324 | $25K | 0.0% | -93.2% | 0.006% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 3,375 | $265K | 0.0% | -24.6% | 0.058% | |
1/16/2024 | Raymond James & Associates | 4,818 | $379K | 0.0% | +57.4% | 0.083% | |
1/16/2024 | Rosenberg Matthew Hamilton | 1,470 | $116K | 0.0% | -13.4% | 0.025% | |
1/10/2024 | Sound Income Strategies LLC | 481 | $38K | 0.0% | N/A | 0.008% | |
11/16/2023 | McIlrath & Eck LLC | 5,002 | $352K | 0.1% | -7.5% | 0.086% | |
11/14/2023 | Richard Bernstein Advisors LLC | 66,491 | $4.68M | 0.1% | +25,473.5% | 1.146% | |
11/8/2023 | D.A. Davidson & CO. | 6,672 | $470K | 0.0% | -10.3% | 0.115% | |
11/7/2023 | Advisors Preferred LLC | 565 | $39K | 0.0% | N/A | 0.010% | |
11/3/2023 | ICICI Prudential Asset Management Co Ltd | 24,314 | $1.71M | 0.2% | -40.5% | 0.419% | |
11/1/2023 | Centurion Wealth Management LLC | 42,050 | $2.96M | 1.5% | +0.6% | 0.725% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 4,477 | $315K | 0.0% | -72.2% | 0.077% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 6,546 | $461K | 0.0% | +5.8% | 0.113% | |
10/23/2023 | Commonwealth Equity Services LLC | 7,432 | $524K | 0.0% | -31.5% | 0.128% | |
10/20/2023 | Valeo Financial Advisors LLC | 3,817 | $269K | 0.0% | N/A | 0.066% | |
10/20/2023 | Family Firm Inc. | 5,453 | $384K | 0.1% | -6.0% | 0.094% | |
10/18/2023 | Strategic Blueprint LLC | 4,912 | $346K | 0.0% | -18.5% | 0.085% | |
10/13/2023 | Global Retirement Partners LLC | 4,745 | $327K | 0.0% | +16.8% | 0.082% | |
10/11/2023 | CWM LLC | 3,424 | $241K | 0.0% | -10.4% | 0.059% | |
10/11/2023 | Rosenberg Matthew Hamilton | 1,697 | $120K | 0.0% | -41.3% | 0.029% | |
10/10/2023 | International Assets Investment Management LLC | 5,258 | $370K | 0.0% | -12.6% | 0.091% | |
10/10/2023 | National Bank of Canada FI | 3,896 | $271K | 0.0% | -9.9% | 0.067% | |
10/4/2023 | International Assets Investment Management LLC | 5,258 | $370K | 0.0% | -12.6% | 0.091% | |
9/12/2023 | Farther Finance Advisors LLC | 446 | $32K | 0.0% | -57.8% | 0.008% | |
8/14/2023 | Client 1ST Advisory Group LLC | 8,641 | $618K | 0.3% | -16.4% | 0.149% | |
8/10/2023 | Bessemer Group Inc. | 400 | $29K | 0.0% | -80.5% | 0.007% | |
8/10/2023 | Private Advisor Group LLC | 6,812 | $487K | 0.0% | -9.1% | 0.117% | |
8/10/2023 | Cetera Investment Advisers | 3,544 | $254K | 0.0% | -55.8% | 0.061% | |
8/9/2023 | Spire Wealth Management | 45,836 | $3.28M | 0.1% | +2.3% | 0.790% | |
8/9/2023 | Flow Traders U.S. LLC | 5,374 | $384K | 0.0% | N/A | 0.093% | |
8/8/2023 | Fisher Asset Management LLC | 6,996 | $500K | 0.0% | -64.2% | 0.121% | |
8/7/2023 | McIlrath & Eck LLC | 5,407 | $387K | 0.1% | -33.6% | 0.093% | |
8/3/2023 | Scotia Capital Inc. | 19,642 | $1.41M | 0.0% | -3.2% | 0.339% | |
8/3/2023 | Northwest Capital Management Inc | 2,645 | $189K | 0.1% | N/A | 0.046% | |
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8/3/2023 | CWM LLC | 3,820 | $273K | 0.0% | +59.7% | 0.066% | |
8/1/2023 | Truist Financial Corp | 4,105 | $294K | 0.0% | +4.7% | 0.071% | |
7/31/2023 | LPL Financial LLC | 34,238 | $2.45M | 0.0% | -7.6% | 0.590% | |
7/26/2023 | Fifth Third Bancorp | 5,921 | $424K | 0.0% | -4.3% | 0.101% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 16,125 | $1.15M | 0.0% | +1.2% | 0.276% | |
7/25/2023 | Raymond James & Associates | 2,946 | $211K | 0.0% | -25.4% | 0.050% | |
7/25/2023 | Leo Brokerage LLC | 83,631 | $5.98M | 0.7% | -2.6% | 1.430% | |
7/24/2023 | Salomon & Ludwin LLC | 82,971 | $5.94M | 0.6% | -1.4% | 1.418% | |
7/21/2023 | Creative Planning | 2,877 | $206K | 0.0% | N/A | 0.049% | |
7/21/2023 | Centurion Wealth Management LLC | 41,798 | $2.99M | 1.4% | +2.8% | 0.714% | |