10/28/2024 | Creative Financial Designs Inc. ADV | 1,475 | $92K | 0.0% | -20.3% | 0.051% | |
10/16/2024 | Asset Dedication LLC | 7,094 | $443K | 0.0% | +11.6% | 0.245% | |
8/14/2024 | Bank of Montreal Can | 53,124 | $3.24M | 0.0% | N/A | 1.832% | |
8/6/2024 | Asset Dedication LLC | 6,354 | $395K | 0.0% | +14.1% | 0.219% | |
7/27/2024 | Zimmermann Investment Management & Planning LLC | 10,086 | $628K | 0.2% | -2.4% | 0.348% | |
7/23/2024 | NewSquare Capital LLC | 1,090 | $68K | 0.0% | -19.3% | 0.038% | |
|
2/5/2024 | Pekin Hardy Strauss Inc. | 27,582 | $1.55M | 0.2% | -2.3% | 0.904% | |
2/1/2024 | NewSquare Capital LLC | 1,350 | $76K | 0.0% | -13.8% | 0.044% | |
2/1/2024 | CWM LLC | 511 | $29K | 0.0% | -81.8% | 0.017% | |
1/22/2024 | Zimmermann Investment Management & Planning LLC | 10,585 | $596K | 0.2% | +7.5% | 0.347% | |
11/13/2023 | Asset Dedication LLC | 5,827 | $339K | 0.0% | -4.4% | 0.191% | |
11/13/2023 | Cambria Investment Management L.P. | 199,994 | $11.83M | 1.0% | N/A | 6.557% | |
11/13/2023 | Kestra Advisory Services LLC | 8,984 | $532K | 0.0% | -20.5% | 0.295% | |
11/8/2023 | Barometer Capital Management Inc. | 5,900 | $349K | 0.1% | N/A | 0.193% | |
11/8/2023 | Pekin Hardy Strauss Inc. | 28,222 | $1.67M | 0.3% | -0.7% | 0.925% | |
11/7/2023 | Kingsview Wealth Management LLC | 9,106 | $539K | 0.0% | +28.7% | 0.299% | |
11/3/2023 | NewSquare Capital LLC | 1,566 | $93K | 0.0% | -43.7% | 0.051% | |
10/31/2023 | Zimmermann Investment Management & Planning LLC | 9,848 | $583K | 0.3% | -10.5% | 0.323% | |
10/30/2023 | Perigon Wealth Management LLC | 10,000 | $592K | 0.0% | N/A | 0.328% | |
10/25/2023 | WealthShield Partners LLC | 9,891 | $585K | 0.1% | -12.7% | 0.324% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 6,039 | $357K | 0.0% | -18.6% | 0.198% | |
10/23/2023 | Commonwealth Equity Services LLC | 3,583 | $212K | 0.0% | -15.3% | 0.117% | |
10/11/2023 | CWM LLC | 2,805 | $166K | 0.0% | +835.0% | 0.092% | |
8/22/2023 | Asset Dedication LLC | 6,094 | $332K | 0.0% | -17.8% | 0.200% | |
8/11/2023 | Kestra Advisory Services LLC | 11,305 | $606K | 0.0% | -1.6% | 0.371% | |
8/9/2023 | Flow Traders U.S. LLC | 4,000 | $214K | 0.0% | N/A | 0.131% | |
8/8/2023 | Pekin Hardy Strauss Inc. | 28,422 | $1.52M | 0.2% | -1.7% | 0.932% | |
8/3/2023 | WealthShield Partners LLC | 11,330 | $607K | 0.1% | +16.8% | 0.371% | |
7/31/2023 | LPL Financial LLC | 41,615 | $2.23M | 0.0% | +8.4% | 1.156% | |
7/31/2023 | 1834 Investment Advisors Co. | 21,163 | $1.14M | 0.1% | -2.3% | 0.588% | |
7/19/2023 | TAP Consulting LLC | 28,605 | $1.53M | 0.4% | -3.0% | 0.795% | |
7/13/2023 | Zimmermann Investment Management & Planning LLC | 10,998 | $590K | 0.3% | -4.7% | 0.306% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 7,422 | $398K | 0.0% | -5.2% | 0.206% | |
5/12/2023 | TCTC Holdings LLC | 550 | $30K | 0.0% | N/A | 0.015% | |
5/11/2023 | PFG Investments LLC | 9,830 | $533K | 0.1% | N/A | 0.269% | |
5/11/2023 | Cerity Partners LLC | 8,955 | $486K | 0.0% | N/A | 0.245% | |
5/11/2023 | Scotia Capital Inc. | 3,802 | $206K | 0.0% | -11.5% | 0.104% | |
5/8/2023 | Pekin Hardy Strauss Inc. | 28,922 | $1.57M | 0.2% | -4.9% | 0.792% | |
5/8/2023 | Roberts Glore & Co. Inc. IL | 4,515 | $245K | 0.1% | +11.6% | 0.124% | |
5/8/2023 | WealthShield Partners LLC | 9,702 | $526K | 0.1% | +15.0% | 0.266% | |
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5/1/2023 | NewSquare Capital LLC | 2,781 | $151K | 0.0% | -88.4% | 0.076% | |
4/25/2023 | Zimmermann Investment Management & Planning LLC | 11,545 | $626K | 0.3% | +5.7% | 0.316% | |
4/24/2023 | Asset Dedication LLC | 7,415 | $405K | 0.0% | -4.3% | 0.203% | |
4/18/2023 | TAP Consulting LLC | 29,494 | $1.60M | 0.4% | +8.0% | 0.808% | |
3/6/2023 | OLD Mission Capital LLC | 6,577 | $370K | 0.0% | -89.6% | 0.148% | |
2/13/2023 | Pekin Hardy Strauss Inc. | 30,422 | $1.71M | 0.2% | -34.4% | 0.684% | |
2/13/2023 | Kingsview Wealth Management LLC | 17,267 | $972K | 0.0% | +13.0% | 0.388% | |
2/13/2023 | 1834 Investment Advisors Co. | 21,652 | $1.22M | 0.2% | +1.7% | 0.487% | |
2/9/2023 | Scotia Capital Inc. | 4,294 | $242K | 0.0% | -12.4% | 0.096% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 13,703 | $771K | 0.0% | +3.0% | 0.308% | |
2/7/2023 | Commonwealth Equity Services LLC | 6,350 | $357K | 0.0% | +51.6% | 0.143% | |
2/7/2023 | LPL Financial LLC | 36,657 | $2.06M | 0.0% | +13.5% | 0.824% | |
2/7/2023 | Envestnet Asset Management Inc. | 5,987 | $337K | 0.0% | -19.1% | 0.135% | |
2/7/2023 | NewSquare Capital LLC | 23,956 | $1.35M | 0.2% | -90.5% | 0.538% | |
1/31/2023 | Kestra Advisory Services LLC | 12,974 | $730K | 0.0% | -41.9% | 0.292% | |
1/23/2023 | Sargent Bickham Lagudis LLC | 22,931 | $1.29M | 0.1% | -32.3% | 0.499% | |
1/23/2023 | TAP Consulting LLC | 27,306 | $1.54M | 0.4% | -3.3% | 0.594% | |
1/20/2023 | Zimmermann Investment Management & Planning LLC | 10,921 | $615K | 0.4% | -3.4% | 0.237% | |
1/19/2023 | Asset Dedication LLC | 7,746 | $440K | 0.0% | +3.6% | 0.168% | |
1/19/2023 | Cliftonlarsonallen Wealth Advisors LLC | 20,031 | $1.13M | 0.0% | N/A | 0.435% | |
11/15/2022 | Flow Traders U.S. LLC | 45,867 | $2.36M | 0.1% | +58.0% | 0.908% | |
11/14/2022 | OLD Mission Capital LLC | 63,223 | $3.25M | 0.1% | +45.9% | 1.252% | |
11/14/2022 | Northern Oak Wealth Management Inc. | 21,285 | $1.09M | 0.2% | +1.8% | 0.421% | |
11/7/2022 | Roberts Glore & Co. Inc. IL | 4,045 | $208K | 0.1% | -15.0% | 0.080% | |
11/4/2022 | WealthShield Partners LLC | 8,538 | $438K | 0.1% | +2.6% | 0.169% | |
11/1/2022 | Kestra Advisory Services LLC | 22,317 | $1.15M | 0.0% | +16.4% | 0.442% | |
11/1/2022 | Zimmermann Investment Management & Planning LLC | 11,305 | $581K | 0.4% | +2.0% | 0.224% | |
10/27/2022 | Asset Dedication LLC | 7,479 | $380K | 0.0% | N/A | 0.148% | |
10/27/2022 | Sargent Bickham Lagudis LLC | 33,890 | $1.74M | 0.2% | -48.5% | 0.671% | |
10/25/2022 | NewSquare Capital LLC | 253,125 | $13.00M | 1.6% | -2.2% | 5.012% | |
10/20/2022 | Koshinski Asset Management Inc. | 1,278 | $421K | 0.0% | N/A | 0.025% | |
10/18/2022 | Koshinski Asset Management Inc. | 1,278 | $421K | 0.1% | N/A | 0.025% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 13,306 | $683K | 0.0% | -22.9% | 0.263% | |
10/12/2022 | TAP Consulting LLC | 28,251 | $1.45M | 0.4% | N/A | 0.559% | |
8/13/2022 | Flow Traders U.S. LLC | 29,022 | $1.59M | 0.1% | -82.4% | 0.518% | |
8/12/2022 | Roberts Glore & Co. Inc. IL | 4,760 | $261K | 0.1% | -4.5% | 0.085% | |
8/12/2022 | Axxcess Wealth Management LLC | 8,238 | $452K | 0.0% | +10.7% | 0.147% | |
8/9/2022 | SeaCrest Wealth Management LLC | 2,358 | $129K | 0.0% | N/A | 0.042% | |
8/5/2022 | Scotia Capital Inc. | 5,393 | $296K | 0.0% | -16.9% | 0.096% | |
8/5/2022 | OLD Mission Capital LLC | 43,345 | $2.38M | 0.1% | +146.1% | 0.774% | |
8/5/2022 | Pekin Hardy Strauss Inc. | 49,137 | $2.69M | 0.4% | +5.0% | 0.877% | |
8/4/2022 | Fifth Third Bancorp | 717 | $39K | 0.0% | -46.9% | 0.013% | |
8/3/2022 | Envestnet Asset Management Inc. | 9,991 | $548K | 0.0% | -3.4% | 0.178% | |
8/3/2022 | AE Wealth Management LLC | 15,796 | $866K | 0.0% | -1.6% | 0.282% | |
7/28/2022 | Zimmermann Investment Management & Planning LLC | 11,086 | $608K | 0.4% | +14.3% | 0.198% | |
7/28/2022 | National Bank of Canada FI | 4,025 | $221K | 0.0% | -9.0% | 0.072% | |
7/26/2022 | NewSquare Capital LLC | 258,785 | $14.18M | 1.8% | -1.4% | 4.621% | |
7/26/2022 | Chase Investment Counsel Corp | 82,417 | $4.52M | 2.4% | N/A | 1.472% | |
7/22/2022 | GenTrust LLC | 11,870 | $651K | 0.1% | -2.5% | 0.212% | |
7/19/2022 | Commonwealth Equity Services LLC | 4,621 | $253K | 0.0% | +22.0% | 0.080% | |
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7/13/2022 | Sargent Bickham Lagudis LLC | 65,823 | $3.61M | 0.3% | +93.0% | 1.053% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 17,257 | $946K | 0.0% | +22.2% | 0.276% | |
7/8/2022 | Cliftonlarsonallen Wealth Advisors LLC | 29,351 | $1.61M | 0.1% | -4.5% | 0.470% | |
5/13/2022 | Pekin Hardy Strauss Inc. | 46,812 | $2.58M | 0.3% | +38.1% | 0.755% | |
5/13/2022 | Caz Investments LP | 15,600 | $861K | 0.5% | -20.0% | 0.252% | |
5/10/2022 | NewSquare Capital LLC | 262,555 | $14.49M | 1.5% | +512.3% | 4.269% | |
5/9/2022 | Scotia Capital Inc. | 6,487 | $358K | 0.0% | +20.2% | 0.105% | |
5/9/2022 | WealthShield Partners LLC | 8,230 | $454K | 0.1% | N/A | 0.134% | |
5/5/2022 | BigSur Wealth Management LLC | 4,100 | $226K | 0.1% | N/A | 0.067% | |
5/5/2022 | National Bank of Canada FI | 4,425 | $243K | 0.0% | N/A | 0.072% | |