11/6/2024 | Palo Alto Wealth Advisors LLC | 50,391 | $1.57M | 0.7% | -16.4% | 0.519% | |
10/31/2024 | Spinnaker Trust | 61,017 | $1.93M | 0.1% | -2.3% | 0.629% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 40,805 | $1.29M | 0.0% | -1.8% | 0.421% | |
10/22/2024 | Private Advisor Group LLC | 20,992 | $665K | 0.0% | +7.6% | 0.216% | |
9/23/2024 | Centaurus Financial Inc. | 5,456 | $178K | 0.0% | -5.8% | 0.056% | |
8/30/2024 | Creekside Partners | 10,767 | $350K | 0.2% | N/A | 0.111% | |
|
8/15/2024 | Toronto Dominion Bank | 4,000 | $130K | 0.0% | -33.3% | 0.041% | |
8/13/2024 | Kayne Anderson Rudnick Investment Management LLC | 5,324 | $173K | 0.0% | -75.4% | 0.055% | |
8/13/2024 | Summit Trail Advisors LLC | 326,497 | $10.62M | 0.3% | +305.0% | 3.366% | |
8/5/2024 | Private Advisor Group LLC | 19,516 | $635K | 0.0% | +10.1% | 0.201% | |
8/3/2024 | National Bank of Canada FI | 10,266 | $336K | 0.0% | -3.8% | 0.106% | |
7/31/2024 | Spinnaker Trust | 62,465 | $2.03M | 0.1% | -37.7% | 0.644% | |
7/31/2024 | Picton Mahoney Asset Management | 1,200 | $39K | 0.0% | -45.5% | 0.012% | |
7/19/2024 | Riverwater Partners LLC | 67,656 | $2.20M | 1.6% | -0.6% | 0.697% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 41,564 | $1.35M | 0.0% | +1.0% | 0.428% | |
7/15/2024 | Sharp Financial Services LLC | 15,384 | $501K | 0.4% | N/A | 0.159% | |
7/13/2024 | Kraematon Investment Advisors Inc. | 34,202 | $1.11M | 1.1% | +1.5% | 0.353% | |
5/24/2024 | Cetera Advisors LLC | 7,691 | $237K | 0.0% | N/A | 0.079% | |
5/16/2024 | Jane Street Group LLC | 193,186 | $5.94M | 0.0% | -6.2% | 1.992% | |
5/14/2024 | Toronto Dominion Bank | 6,000 | $185K | 0.0% | -62.5% | 0.062% | |
5/9/2024 | Picton Mahoney Asset Management | 2,200 | $68K | 0.0% | -71.4% | 0.023% | |
5/4/2024 | Geneos Wealth Management Inc. | 23,669 | $728K | 0.0% | +1.6% | 0.244% | |
4/30/2024 | Private Advisor Group LLC | 17,718 | $545K | 0.0% | +70.7% | 0.179% | |
4/27/2024 | Riverwater Partners LLC | 68,070 | $2.09M | 1.5% | +41.1% | 0.688% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 149,836 | $4.61M | 0.0% | +32.2% | 1.513% | |
4/24/2024 | U S Global Investors Inc. | 1,800 | $55K | 0.0% | +260.0% | 0.018% | |
4/23/2024 | Summit Trail Advisors LLC | 80,617 | $2.48M | 0.1% | -2.6% | 0.814% | |
4/22/2024 | PFG Investments LLC | 6,906 | $212K | 0.0% | -18.9% | 0.070% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 41,138 | $1.27M | 0.0% | N/A | 0.416% | |
2/26/2024 | Virtu Financial LLC | 24,860 | $907K | 0.1% | N/A | 0.171% | |
2/12/2024 | Global Endowment Management LP | 15,000 | $547K | 0.1% | -40.0% | 0.103% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 113,330 | $4.14M | 0.0% | +8.6% | 0.782% | |
2/8/2024 | M. Kulyk & Associates LLC | 18,987 | $693K | 0.2% | +4.2% | 0.131% | |
2/8/2024 | Laffer Tengler Investments Inc. | 11,557 | $422K | 0.1% | +13.7% | 0.080% | |
2/7/2024 | AGF Management Ltd. | 51,693 | $1.89M | 0.0% | -2.8% | 0.357% | |
2/6/2024 | Private Advisor Group LLC | 10,377 | $379K | 0.0% | +14.0% | 0.072% | |
2/6/2024 | Summit Trail Advisors LLC | 82,739 | $3.02M | 0.1% | +75.2% | 0.571% | |
2/6/2024 | National Bank of Canada FI | 14,078 | $494K | 0.0% | +12.9% | 0.097% | |
2/2/2024 | Spinnaker Trust | 253,583 | $9.25M | 0.6% | +2.1% | 1.749% | |
2/1/2024 | Lindbrook Capital LLC | 1,235 | $45K | 0.0% | -27.4% | 0.009% | |
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1/30/2024 | Crescent Grove Advisors LLC | 11,290 | $412K | 0.0% | -11.4% | 0.078% | |
1/26/2024 | Geneos Wealth Management Inc. | 23,299 | $850K | 0.0% | +1.7% | 0.161% | |
1/25/2024 | Asset Management Resources LLC | 22,699 | $828K | 0.5% | -35.7% | 0.157% | |
1/24/2024 | Allworth Financial LP | 1,881 | $69K | 0.0% | +795.7% | 0.013% | |
1/24/2024 | International Assets Investment Management LLC | 7,845 | $286K | 0.0% | N/A | 0.054% | |
1/17/2024 | PFG Investments LLC | 8,519 | $311K | 0.1% | -30.6% | 0.059% | |
1/12/2024 | Kraematon Investment Advisors Inc. | 23,727 | $866K | 1.0% | -6.2% | 0.164% | |
1/11/2024 | Ausdal Financial Partners Inc. | 7,582 | $277K | 0.0% | -38.1% | 0.052% | |
1/5/2024 | Riverwater Partners LLC | 48,237 | $1.76M | 1.4% | -22.8% | 0.333% | |
12/11/2023 | Sunbelt Securities Inc. | 3,115 | $113K | 0.0% | -13.8% | 0.021% | |
12/8/2023 | Palladiem LLC | 67,835 | $2.45M | 2.6% | -3.6% | 0.468% | |
12/6/2023 | Citigroup Inc. | 5,570 | $201K | 0.0% | +27.4% | 0.038% | |
11/13/2023 | Kayne Anderson Rudnick Investment Management LLC | 105,153 | $3.80M | 0.0% | -5.1% | 0.725% | |
11/13/2023 | Rathbones Group PLC | 6,293 | $227K | 0.0% | N/A | 0.043% | |
11/8/2023 | Ausdal Financial Partners Inc. | 12,243 | $442K | 0.1% | -4.3% | 0.084% | |
11/8/2023 | Pathstone Family Office LLC | 13,037 | $471K | 0.0% | N/A | 0.090% | |
11/8/2023 | Spinnaker Trust | 248,341 | $8.97M | 0.7% | +0.7% | 1.713% | |
11/8/2023 | Banque Cantonale Vaudoise | 4,125 | $149K | 0.0% | +84.7% | 0.028% | |
11/7/2023 | M. Kulyk & Associates LLC | 18,215 | $658K | 0.2% | +6.5% | 0.126% | |
11/6/2023 | PFG Investments LLC | 12,269 | $443K | 0.1% | +7.6% | 0.085% | |
11/4/2023 | Nomura Asset Management Co. Ltd. | 2,408 | $87K | 0.0% | N/A | 0.017% | |
11/3/2023 | ORG Partners LLC | 910 | $33K | 0.0% | +22,650.0% | 0.006% | |
11/3/2023 | Private Advisor Group LLC | 9,100 | $329K | 0.0% | -20.2% | 0.063% | |
11/3/2023 | Asset Management Resources LLC | 35,315 | $1.28M | 0.8% | -2.2% | 0.244% | |
11/1/2023 | Simplex Trading LLC | 2,208 | $79K | 0.0% | -40.0% | 0.015% | |
11/1/2023 | Wealthfront Advisers LLC | 12,579 | $454K | 0.0% | -19.8% | 0.087% | |
10/31/2023 | Cook Wealth Management Group LLC | 8,421 | $304K | 0.2% | +60.5% | 0.058% | |
10/30/2023 | Palo Alto Wealth Advisors LLC | 114,813 | $4.15M | 3.5% | -24.9% | 0.792% | |
10/30/2023 | Perigon Wealth Management LLC | 14,272 | $516K | 0.0% | -4.5% | 0.098% | |
10/30/2023 | Summit Trail Advisors LLC | 47,218 | $1.71M | 0.1% | N/A | 0.326% | |
10/26/2023 | Altfest L J & Co. Inc. | 42,004 | $1.52M | 0.2% | N/A | 0.290% | |
10/25/2023 | Crescent Grove Advisors LLC | 12,746 | $461K | 0.1% | -71.6% | 0.088% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 104,358 | $3.77M | 0.0% | +7.3% | 0.720% | |
10/23/2023 | Commonwealth Equity Services LLC | 44,451 | $1.61M | 0.0% | -0.9% | 0.307% | |
10/18/2023 | U S Global Investors Inc. | 4,000 | $145K | 0.0% | N/A | 0.028% | |
10/18/2023 | Riverwater Partners LLC | 62,464 | $2.26M | 2.1% | +2.1% | 0.431% | |
10/12/2023 | IFP Advisors Inc | 15,766 | $570K | 0.0% | +30.4% | 0.109% | |
10/12/2023 | AdvisorNet Financial Inc | 10,329 | $373K | 0.0% | +15.4% | 0.071% | |
10/11/2023 | Worth Asset Management LLC | 13,460 | $486K | 0.4% | +168,150.0% | 0.093% | |
10/11/2023 | Adviser Investments LLC | 9,259 | $335K | 0.0% | N/A | 0.064% | |
8/14/2023 | Horizon Kinetics Asset Management LLC | 36,018 | $1.37M | 0.0% | -1.9% | 0.248% | |
8/14/2023 | Partners Capital Investment Group LLP | 6,376 | $242K | 0.0% | N/A | 0.044% | |
8/11/2023 | Kayne Anderson Rudnick Investment Management LLC | 110,818 | $4.19M | 0.0% | -10.2% | 0.764% | |
8/11/2023 | Cibc World Market Inc. | 63,352 | $2.40M | 0.0% | -7.2% | 0.437% | |
8/10/2023 | Commonwealth Equity Services LLC | 44,853 | $1.70M | 0.0% | +2.6% | 0.309% | |
8/10/2023 | Private Advisor Group LLC | 11,406 | $433K | 0.0% | +42.2% | 0.079% | |
8/10/2023 | Cetera Investment Advisers | 9,045 | $343K | 0.0% | +5.8% | 0.062% | |
8/9/2023 | AGF Management Ltd. | 52,862 | $2.01M | 0.0% | -2.8% | 0.365% | |
8/9/2023 | Banque Cantonale Vaudoise | 2,233 | $85K | 0.0% | -40.3% | 0.015% | |
8/8/2023 | Thornburg Investment Management Inc. | 73,697 | $2.80M | 0.0% | +64.2% | 0.508% | |
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8/8/2023 | M. Kulyk & Associates LLC | 17,109 | $649K | 0.2% | +9.0% | 0.118% | |
8/7/2023 | McIlrath & Eck LLC | 1,000 | $38K | 0.0% | N/A | 0.007% | |
8/4/2023 | Simplex Trading LLC | 3,682 | $139K | 0.0% | -70.1% | 0.025% | |
8/4/2023 | IFP Advisors Inc | 12,092 | $243K | 0.0% | -39.7% | 0.083% | |
8/3/2023 | PFG Investments LLC | 11,405 | $432K | 0.1% | +7.3% | 0.071% | |
8/3/2023 | Florin Court Capital LLP | 27,028 | $1.03M | 2.6% | -74.0% | 0.169% | |
8/3/2023 | Picton Mahoney Asset Management | 7,700 | $291K | 0.0% | -20.6% | 0.048% | |
8/2/2023 | Nkcfo LLC | 2,500 | $95K | 0.0% | -87.2% | 0.016% | |
8/2/2023 | Bank of Montreal Can | 147,370 | $6.04M | 0.0% | N/A | 0.921% | |
8/2/2023 | Perigon Wealth Management LLC | 14,950 | $567K | 0.0% | N/A | 0.093% | |