10/30/2024 | Arlington Capital Management Inc. | 36,882 | $951K | 0.8% | +2.1% | 1.835% | |
1/24/2024 | Stratos Wealth Partners LTD. | 12,237 | $312K | 0.0% | N/A | 0.527% | |
10/26/2023 | Mirae Asset Global Investments Co. Ltd. | 24,300 | $597K | 0.0% | N/A | 1.047% | |
10/11/2023 | GenTrust LLC | 175,112 | $4.30M | 0.3% | -0.6% | 7.548% | |
10/5/2023 | Cornerstone Management Inc. | 13,625 | $335K | 0.1% | N/A | 0.587% | |
8/16/2023 | Sparta 24 Ltd. | 312,180 | $7.23M | 10.4% | +86.1% | 13.456% | |
|
8/2/2023 | Bank of Montreal Can | 6,760 | $159K | 0.0% | N/A | 0.291% | |
8/1/2023 | Madison Asset Management LLC | 27,007 | $624K | 0.0% | -43.7% | 1.164% | |
7/21/2023 | Creative Planning | 9,450 | $218K | 0.0% | N/A | 0.390% | |
7/21/2023 | Activest Wealth Management | 34,604 | $875K | 0.6% | N/A | 1.430% | |
7/21/2023 | GenTrust LLC | 176,221 | $4.07M | 0.3% | -6.4% | 7.282% | |
7/12/2023 | Ameraudi Asset Management Inc. | 9,791 | $226K | 0.1% | -83.2% | 0.405% | |
5/8/2023 | Ameraudi Asset Management Inc. | 58,137 | $1.41M | 0.6% | -46.5% | 2.363% | |
5/2/2023 | GenTrust LLC | 188,177 | $4.57M | 0.3% | -67.8% | 7.649% | |
4/26/2023 | Madison Asset Management LLC | 47,930 | $1.17M | 0.0% | -63.7% | 1.948% | |
4/4/2023 | Authentikos Wealth Advisory LLC | 25,611 | $481K | 0.5% | N/A | 0.647% | |
3/6/2023 | OLD Mission Capital LLC | 38,852 | $997K | 0.0% | -61.6% | 0.981% | |
2/24/2023 | RiverFront Investment Group LLC | 200,253 | $927K | 0.2% | -19.2% | 5.057% | |
2/13/2023 | GeoWealth Management LLC | 8,242 | $211K | 0.0% | -44.4% | 0.208% | |
2/8/2023 | Raymond James & Associates | 147,388 | $3.78M | 0.0% | -7.1% | 3.722% | |
2/8/2023 | Ameraudi Asset Management Inc. | 108,681 | $2.79M | 1.2% | -5.3% | 2.744% | |
2/8/2023 | Madison Asset Management LLC | 131,857 | $3.38M | 0.1% | -7.4% | 3.330% | |
2/8/2023 | Millington Financial Advisors LLC | 52,836 | $1.36M | 1.3% | N/A | 1.334% | |
2/7/2023 | LPL Financial LLC | 18,252 | $468K | 0.0% | +5.3% | 0.461% | |
2/7/2023 | Envestnet Asset Management Inc. | 144,875 | $3.72M | 0.0% | -1.1% | 3.658% | |
2/2/2023 | MGO Private Wealth LLC | 28,467 | $730K | 0.3% | +12.9% | 0.719% | |
2/1/2023 | Janney Montgomery Scott LLC | 55,891 | $1.43M | 0.0% | -9.6% | 1.411% | |
1/31/2023 | GenTrust LLC | 584,311 | $15.04M | 1.3% | +1.6% | 14.755% | |
1/12/2023 | Accuvest Global Advisors | 41,142 | $1.06M | 0.3% | -10.9% | 1.047% | |
11/14/2022 | Zacks Investment Management | 47,364 | $1.04M | 0.0% | +13.3% | 1.167% | |
11/14/2022 | OLD Mission Capital LLC | 101,216 | $2.21M | 0.1% | N/A | 2.493% | |
11/10/2022 | Envestnet Asset Management Inc. | 146,541 | $3.20M | 0.0% | +3.3% | 3.609% | |
11/7/2022 | Spire Wealth Management | 3,952 | $86K | 0.0% | +11.2% | 0.097% | |
11/2/2022 | Sageworth Trust Co | 17,530 | $383K | 0.0% | N/A | 0.432% | |
10/28/2022 | Sepio Capital LP | 153,059 | $3.35M | 0.3% | +6.6% | 3.770% | |
10/26/2022 | Truist Financial Corp | 20,023 | $438K | 0.0% | -12.0% | 0.493% | |
10/25/2022 | Janney Montgomery Scott LLC | 61,815 | $1.35M | 0.0% | N/A | 1.523% | |
10/21/2022 | GenTrust LLC | 575,181 | $12.57M | 1.1% | +3.7% | 14.167% | |
10/20/2022 | Accuvest Global Advisors | 46,152 | $1.01M | 0.7% | +2.0% | 1.137% | |
10/12/2022 | Ameraudi Asset Management Inc. | 114,741 | $2.51M | 1.1% | +28.7% | 2.758% | |
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8/17/2022 | Castleview Partners LLC | 2,511 | $26K | 0.0% | +432.0% | 0.060% | |
8/13/2022 | Madison Asset Management LLC | 131,473 | $3.43M | 0.1% | N/A | 3.160% | |
8/3/2022 | Envestnet Asset Management Inc. | 141,805 | $3.70M | 0.0% | N/A | 3.409% | |
8/3/2022 | Tiedemann Advisors LLC | 18,232 | $476K | 0.0% | N/A | 0.438% | |
7/26/2022 | Mirae Asset Global Investments Co. Ltd. | 17,500 | $457K | 0.0% | N/A | 0.421% | |
7/26/2022 | Sepio Capital LP | 143,594 | $3.75M | 0.4% | N/A | 3.452% | |
7/25/2022 | Ameraudi Asset Management Inc. | 89,122 | $2.33M | 1.0% | N/A | 2.142% | |
7/22/2022 | Spire Wealth Management | 3,555 | $93K | 0.0% | N/A | 0.085% | |
7/22/2022 | GenTrust LLC | 554,784 | $14.55M | 1.2% | N/A | 13.336% | |
7/22/2022 | Truist Financial Corp | 22,749 | $594K | 0.0% | N/A | 0.547% | |
5/11/2022 | Raymond James & Associates | 167,842 | $5.36M | 0.0% | N/A | 4.387% | |
1/13/2022 | Marotta Asset Management | 7,184 | $219K | 0.0% | N/A | 0.281% | |
11/15/2021 | Flow Traders U.S. LLC | 26,245 | $380K | 0.0% | N/A | 0.768% | |
11/15/2021 | Zacks Investment Management | 49,580 | $718K | 0.0% | +151.7% | 1.451% | |
11/12/2021 | OLD Mission Capital LLC | 57,409 | $831K | 0.0% | +21.2% | 1.680% | |
11/3/2021 | Sepio Capital LP | 291,827 | $4.23M | 0.3% | +20.3% | 8.988% | |
10/29/2021 | GWM Advisors LLC | 46,635 | $675K | 0.0% | -31.3% | 1.172% | |
10/27/2021 | Solstein Capital LLC | 40,343 | $584K | 0.3% | +93.0% | 1.102% | |
10/26/2021 | Karp Capital Management Corp | 85,167 | $1.23M | 0.2% | +18.8% | 2.327% | |
10/22/2021 | James Investment Research Inc. | 4,420 | $64K | 0.0% | -33.3% | 0.124% | |
8/17/2021 | Zacks Investment Management | 19,695 | $280K | 0.0% | +4.6% | 0.629% | |
8/16/2021 | Bank of America Corp DE | 181,231 | $2.58M | 0.0% | -12.5% | 5.790% | |
8/13/2021 | OLD Mission Capital LLC | 47,373 | $674K | 0.0% | +26.7% | 1.514% | |
8/13/2021 | LPL Financial LLC | 37,502 | $533K | 0.0% | -24.5% | 1.198% | |
8/13/2021 | Stifel Financial Corp | 33,670 | $479K | 0.0% | +222.4% | 1.076% | |
8/13/2021 | Karp Capital Management Corp | 71,699 | $1.02M | 0.2% | +20.1% | 2.291% | |
8/12/2021 | Solstein Capital LLC | 20,902 | $297K | 0.4% | +11.0% | 0.668% | |
8/11/2021 | Susquehanna International Group LLP | 37,982 | $540K | 0.0% | N/A | 1.213% | |
8/6/2021 | Parallel Advisors LLC | 3,112 | $44K | 0.0% | N/A | 0.099% | |
8/2/2021 | San Francisco Sentry Investment Group CA | 6,025 | $86K | 0.0% | -51.3% | 0.192% | |
7/31/2021 | GWM Advisors LLC | 67,843 | $965K | 0.0% | -24.2% | 2.168% | |
5/18/2021 | Citadel Advisors LLC | 31,532 | $437K | 0.0% | -59.7% | 0.970% | |
5/18/2021 | Jane Street Group LLC | 41,505 | $575K | 0.0% | +109.1% | 1.318% | |
5/17/2021 | BCJ Capital Management LLC | 11,535 | $160K | 0.0% | N/A | 0.366% | |
5/14/2021 | Karp Capital Management Corp | 59,700 | $827K | 0.1% | +192.2% | 1.895% | |
5/14/2021 | Stifel Financial Corp | 10,444 | $145K | 0.0% | N/A | 0.332% | |
5/13/2021 | Solstein Capital LLC | 18,830 | $261K | 0.4% | N/A | 0.598% | |
5/12/2021 | UBS Group AG | 60,517 | $838K | 0.0% | -52.5% | 1.921% | |
5/10/2021 | Sepio Capital LP | 219,406 | $3.04M | 0.3% | +349.9% | 6.965% | |
3/26/2021 | Susquehanna International Group LLP | 35,423 | $445K | 0.0% | +48.3% | 1.125% | |
2/17/2021 | Jane Street Group LLC | 19,848 | $249K | 0.0% | -11.8% | 0.630% | |
2/16/2021 | Zacks Investment Management | 19,343 | $243K | 0.0% | -82.9% | 0.614% | |
2/12/2021 | LPL Financial LLC | 52,367 | $657K | 0.0% | +365.1% | 1.662% | |
2/9/2021 | Wells Fargo & Company MN | 36,846 | $463K | 0.0% | +401.9% | 1.170% | |
2/5/2021 | Karp Capital Management Corp | 20,428 | $256K | 0.1% | N/A | 0.649% | |
2/5/2021 | Koshinski Asset Management Inc. | 91,104 | $231K | 0.0% | N/A | 2.892% | |
2/2/2021 | Koshinski Asset Management Inc. | 91,104 | $231K | 0.0% | N/A | 2.892% | |
1/27/2021 | James Investment Research Inc. | 8,837 | $111K | 0.0% | +98.2% | 0.295% | |
1/27/2021 | GWM Advisors LLC | 88,919 | $1.12M | 0.0% | +92.9% | 2.964% | |
11/13/2020 | Morgan Stanley | 25,217 | $260K | 0.0% | -11.1% | 0.720% | |
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11/12/2020 | JPMorgan Chase & Co. | 2,500 | $25K | 0.0% | N/A | 0.071% | |
11/9/2020 | LPL Financial LLC | 11,259 | $116K | 0.0% | -10.5% | 0.322% | |
11/3/2020 | GWM Advisors LLC | 46,085 | $477K | 0.0% | N/A | 1.317% | |