8/14/2024 | Evergreen Capital Management LLC | 8,620 | $207K | 0.0% | N/A | 0.158% | |
8/9/2024 | Renaissance Technologies LLC | 73,100 | $1.74M | 0.0% | -15.4% | 1.341% | |
8/5/2024 | Bordeaux Wealth Advisors LLC | 15,037 | $357K | 0.1% | N/A | 0.276% | |
7/25/2024 | First Heartland Consultants Inc. | 66,090 | $1.57M | 0.1% | -56.5% | 1.213% | |
7/22/2024 | Caldwell Investment Management Ltd. | 50,000 | $1.18M | 0.9% | N/A | 0.917% | |
7/12/2024 | Diversify Advisory Services LLC | 25,019 | $589K | 0.0% | +16.3% | 0.459% | |
|
5/1/2024 | Diversify Advisory Services LLC | 21,507 | $509K | 0.0% | N/A | 0.395% | |
4/18/2024 | Aviance Capital Partners LLC | 24,000 | $557K | 0.1% | N/A | 0.527% | |
4/12/2024 | Worth Asset Management LLC | 46,779 | $1.09M | 0.7% | +34.7% | 0.636% | |
4/11/2024 | Executive Wealth Group LLC | 46,810 | $1.08M | 0.2% | +200.5% | 0.637% | |
2/9/2024 | Sepio Capital LP | 131,600 | $2.91M | 0.2% | +2.4% | 1.790% | |
2/9/2024 | AXS Investments LLC | 70,000 | $1.55M | 0.4% | +133.3% | 0.952% | |
2/9/2024 | Corient Private Wealth LLC | 23,000 | $509K | 0.0% | N/A | 0.313% | |
2/8/2024 | SSI Investment Management LLC | 55,000 | $1.22M | 0.1% | -15.4% | 0.748% | |
2/6/2024 | Cullen Frost Bankers Inc. | 3,000 | $66K | 0.0% | +100.0% | 0.041% | |
2/2/2024 | Kovack Advisors Inc. | 12,514 | $277K | 0.0% | -21.1% | 0.170% | |
2/2/2024 | Simplex Trading LLC | 2,539 | $56K | 0.0% | N/A | 0.035% | |
1/11/2024 | Worth Asset Management LLC | 34,736 | $768K | 0.5% | -52.8% | 0.473% | |
11/15/2023 | Shepherd Kaplan Krochuk LLC | 32,230 | $811K | 0.7% | N/A | 0.439% | |
11/15/2023 | Evergreen Capital Management LLC | 8,620 | $217K | 0.0% | -8.3% | 0.117% | |
11/13/2023 | LPL Financial LLC | 200,910 | $5.05M | 0.0% | +23.8% | 2.733% | |
11/9/2023 | Atomi Financial Group Inc. | 20,874 | $525K | 0.2% | N/A | 0.284% | |
11/9/2023 | First Heartland Consultants Inc. | 72,233 | $1.82M | 0.2% | -48.6% | 0.983% | |
11/8/2023 | AlphaStar Capital Management LLC | 34,211 | $860K | 0.1% | N/A | 0.465% | |
11/7/2023 | Advisors Preferred LLC | 521,351 | $13.32M | 4.3% | +25.5% | 7.093% | |
11/6/2023 | Avantax Planning Partners Inc. | 8,325 | $209K | 0.0% | N/A | 0.113% | |
10/25/2023 | Deane Retirement Strategies Inc. | 72,740 | $1.83M | 1.0% | +13,888.5% | 0.990% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 71,968 | $1.81M | 0.0% | N/A | 0.979% | |
10/16/2023 | Columbia Advisory Partners LLC | 32,988 | $830K | 0.9% | N/A | 0.449% | |
10/11/2023 | Worth Asset Management LLC | 73,621 | $1.85M | 1.5% | +24.7% | 1.002% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 93,165 | $2.34M | 0.1% | N/A | 1.268% | |
10/10/2023 | Savior LLC | 51,317 | $1.29M | 9.0% | -20.7% | 0.698% | |
8/14/2023 | Two Sigma Securities LLC | 39,810 | $863K | 0.0% | -15.3% | 0.542% | |
8/10/2023 | AXS Investments LLC | 35,000 | $759K | 0.2% | N/A | 0.476% | |
8/9/2023 | Flow Traders U.S. LLC | 66,354 | $1.44M | 0.1% | N/A | 0.903% | |
8/9/2023 | Banque Cantonale Vaudoise | 9,357 | $203K | 0.0% | -26.4% | 0.127% | |
8/8/2023 | Blue Bell Private Wealth Management LLC | 2,879 | $62K | 0.0% | -18.6% | 0.039% | |
8/8/2023 | AllSquare Wealth Management LLC | 2,680 | $59K | 0.0% | -67.2% | 0.036% | |
8/4/2023 | Advisors Preferred LLC | 415,446 | $9.07M | 2.2% | -10.0% | 5.652% | |
8/2/2023 | Bank of Montreal Can | 1,390 | $31K | 0.0% | N/A | 0.019% | |
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7/31/2023 | LPL Financial LLC | 162,255 | $3.52M | 0.0% | +132.7% | 2.208% | |
7/26/2023 | First Heartland Consultants Inc. | 140,640 | $3.05M | 0.4% | -1.3% | 1.545% | |
7/26/2023 | National Bank of Canada FI | 3,500 | $76K | 0.0% | N/A | 0.038% | |
7/24/2023 | BerganKDV Wealth Management LLC | 1,439 | $31K | 0.0% | -24.0% | 0.016% | |
7/21/2023 | Kovack Advisors Inc. | 15,897 | $345K | 0.0% | -15.6% | 0.175% | |
7/11/2023 | Worth Asset Management LLC | 59,049 | $1.28M | 1.0% | +11,147.4% | 0.649% | |
7/7/2023 | Savior LLC | 64,693 | $1.40M | 5.7% | -14.9% | 0.711% | |
5/16/2023 | Ascendant Capital Management LLC | 25,000 | $528K | 0.7% | N/A | 0.265% | |
5/16/2023 | BOS Asset Management LLC | 15,715 | $332K | 0.3% | -64.0% | 0.166% | |
5/15/2023 | SSI Investment Management LLC | 165,000 | $3.49M | 0.2% | -8.3% | 1.746% | |
5/11/2023 | Shepherd Kaplan Krochuk LLC | 88,158 | $1.86M | 1.6% | -2.5% | 0.933% | |
5/10/2023 | Oppenheimer & Co. Inc. | 18,175 | $384K | 0.0% | -83.2% | 0.192% | |
5/9/2023 | Retirement Capital Strategies | 119,980 | $2.54M | 1.2% | N/A | 1.270% | |
5/8/2023 | Integrated Advisors Network LLC | 19,007 | $402K | 0.0% | -7.1% | 0.201% | |
5/4/2023 | Private Wealth Partners LLC | 10,000 | $211K | 0.0% | N/A | 0.106% | |
5/3/2023 | Advisors Preferred LLC | 461,385 | $9.70M | 3.3% | N/A | 4.882% | |
4/25/2023 | Parallel Advisors LLC | 1,414 | $30K | 0.0% | -48.5% | 0.015% | |
4/21/2023 | Kovack Advisors Inc. | 18,836 | $398K | 0.1% | -19.8% | 0.199% | |
4/20/2023 | Banque Cantonale Vaudoise | 12,719 | $269K | 0.0% | +10.7% | 0.135% | |
4/17/2023 | Cadent Capital Advisors LLC | 280,925 | $5.94M | 2.7% | N/A | 2.973% | |
4/17/2023 | First Heartland Consultants Inc. | 142,480 | $3.01M | 0.5% | N/A | 1.508% | |
4/12/2023 | D. Scott Neal Inc. | 13,145 | $278K | 0.2% | -96.3% | 0.087% | |
4/6/2023 | Savior LLC | 76,026 | $1.61M | 1.3% | -7.1% | 0.503% | |
3/28/2023 | Prostatis Group LLC | 54,198 | $60K | 0.0% | N/A | 0.359% | |
3/23/2023 | Prostatis Group LLC | 54,198 | $60K | 0.0% | N/A | 0.359% | |
2/22/2023 | Kovack Advisors Inc. | 23,499 | $533K | 0.1% | -57.0% | 0.159% | |
2/15/2023 | BOS Asset Management LLC | 43,704 | $991K | 0.9% | N/A | 0.295% | |
2/13/2023 | GeoWealth Management LLC | 412,385 | $9.35M | 1.0% | -27.5% | 2.786% | |
2/13/2023 | SSI Investment Management LLC | 180,000 | $4.08M | 0.3% | -10.0% | 1.216% | |
2/10/2023 | Banque Cantonale Vaudoise | 11,488 | $261K | 0.0% | N/A | 0.078% | |
2/10/2023 | Blair William & Co. IL | 7,700 | $175K | 0.0% | -84.3% | 0.052% | |
2/9/2023 | Ethos Financial Group LLC | 358,056 | $8.12M | 2.8% | N/A | 2.419% | |
2/9/2023 | Sowell Financial Services LLC | 23,628 | $536K | 0.0% | -17.4% | 0.160% | |
2/9/2023 | HighTower Advisors LLC | 23,890 | $540K | 0.0% | -83.5% | 0.161% | |
2/8/2023 | Interactive Financial Advisors | 2,095 | $48K | 0.0% | -97.4% | 0.014% | |
2/8/2023 | Belpointe Asset Management LLC | 29,538 | $670K | 0.0% | +57.8% | 0.200% | |
2/8/2023 | Oppenheimer & Co. Inc. | 108,285 | $2.46M | 0.1% | -10.8% | 0.732% | |
2/7/2023 | LPL Financial LLC | 263,095 | $5.97M | 0.0% | -4.6% | 1.778% | |
2/6/2023 | Parallel Advisors LLC | 2,745 | $62K | 0.0% | -38.5% | 0.019% | |
2/2/2023 | Montag A & Associates Inc. | 2,837 | $64K | 0.0% | -43.3% | 0.019% | |
2/2/2023 | Integrated Advisors Network LLC | 20,457 | $464K | 0.0% | N/A | 0.138% | |
1/30/2023 | Nadler Financial Group Inc. | 16,924 | $384K | 0.1% | +33.2% | 0.114% | |
1/30/2023 | Howard Capital Management Inc. | 129,804 | $2.95M | 0.8% | +66.3% | 0.877% | |
1/20/2023 | Truadvice LLC | 82,677 | $1.76M | 0.9% | -11.1% | 0.530% | |
1/13/2023 | Savior LLC | 81,823 | $1.86M | 1.7% | +23.0% | 0.511% | |
1/13/2023 | Worth Asset Management LLC | 88,864 | $2.02M | 1.4% | -45.8% | 0.555% | |
1/11/2023 | D. Scott Neal Inc. | 355,976 | $8.07M | 3.9% | +9.7% | 2.211% | |
11/16/2022 | SeaCrest Wealth Management LLC | 61,747 | $1.38M | 0.2% | +624.3% | 0.268% | |
11/15/2022 | Sowell Financial Services LLC | 28,620 | $638K | 0.1% | N/A | 0.124% | |
11/15/2022 | Q3 Asset Management | 1,020,000 | $24.21M | 17.6% | N/A | 4.425% | |
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11/15/2022 | Belpointe Asset Management LLC | 18,715 | $417K | 0.0% | N/A | 0.077% | |
11/14/2022 | Renaissance Technologies LLC | 189,800 | $4.23M | 0.0% | +25.0% | 0.784% | |
11/14/2022 | Oppenheimer & Co. Inc. | 121,435 | $2.71M | 0.1% | -12.2% | 0.502% | |
11/10/2022 | Connectus Wealth LLC | 11,685 | $261K | 0.0% | N/A | 0.048% | |
11/9/2022 | Orion Portfolio Solutions LLC | 13,075 | $292K | 0.0% | N/A | 0.054% | |
11/9/2022 | Blue Bell Private Wealth Management LLC | 3,536 | $79K | 0.0% | -23.1% | 0.015% | |
11/9/2022 | Synergy Asset Management LLC | 483,203 | $10.78M | 2.9% | +26.2% | 1.997% | |
11/8/2022 | Cardiff Park Advisors LLC | 25,000 | $558K | 0.1% | N/A | 0.103% | |
11/7/2022 | Truadvice LLC | 92,991 | $2.19M | 1.2% | -43.3% | 0.384% | |
11/4/2022 | WealthShield Partners LLC | 130,522 | $2.91M | 0.6% | N/A | 0.539% | |