5/7/2024 | PFG Advisors | 6,517 | $364K | 0.0% | N/A | 0.151% | |
4/30/2024 | Arkadios Wealth Advisors | 6,080 | $339K | 0.0% | -33.5% | 0.140% | |
4/30/2024 | Commonwealth Equity Services LLC | 25,120 | $1.40M | 0.0% | +5.7% | 0.580% | |
2/14/2024 | Connectus Wealth LLC | 10,040 | $523K | 0.0% | -2.9% | 0.232% | |
2/8/2024 | Financial Advocates Investment Management | 8,088 | $421K | 0.0% | +81.7% | 0.187% | |
2/7/2024 | Formidable Asset Management LLC | 11,769 | $613K | 0.1% | N/A | 0.272% | |
|
2/6/2024 | U.S. Capital Wealth Advisors LLC | 13,817 | $719K | 0.0% | -44.5% | 0.320% | |
2/1/2024 | Larson Financial Group LLC | 902 | $47K | 0.0% | N/A | 0.021% | |
11/13/2023 | Gendell Jeffrey L | 78,869 | $4.50M | 0.3% | -78.7% | 1.711% | |
11/13/2023 | LPL Financial LLC | 67,502 | $3.85M | 0.0% | -39.3% | 1.464% | |
11/13/2023 | Kestra Advisory Services LLC | 26,780 | $1.53M | 0.0% | -80.3% | 0.581% | |
11/9/2023 | Blair William & Co. IL | 19,311 | $1.10M | 0.0% | N/A | 0.419% | |
11/9/2023 | UBS Group AG | 102,298 | $5.84M | 0.0% | -62.8% | 2.219% | |
11/8/2023 | Janney Montgomery Scott LLC | 13,022 | $743K | 0.0% | N/A | 0.282% | |
11/8/2023 | Pekin Hardy Strauss Inc. | 4,360 | $249K | 0.0% | N/A | 0.095% | |
11/1/2023 | Wakefield Asset Management LLLP | 27,325 | $1.56M | 0.7% | N/A | 0.599% | |
10/31/2023 | Deuterium Capital Management LLC | 9,000 | $513K | 1.2% | -70.0% | 0.197% | |
10/30/2023 | Sandy Spring Bank | 7,643 | $436K | 0.0% | N/A | 0.168% | |
10/27/2023 | Financial Advocates Investment Management | 4,451 | $254K | 0.0% | N/A | 0.098% | |
10/23/2023 | Commonwealth Equity Services LLC | 25,525 | $1.46M | 0.0% | -15.5% | 0.554% | |
10/20/2023 | U.S. Capital Wealth Advisors LLC | 24,891 | $1.42M | 0.1% | -75.5% | 0.540% | |
10/18/2023 | Proficio Capital Partners LLC | 8,685 | $495K | 0.1% | N/A | 0.189% | |
10/13/2023 | Global Retirement Partners LLC | 838 | $44K | 0.0% | -80.0% | 0.018% | |
10/13/2023 | Arkadios Wealth Advisors | 9,301 | $531K | 0.1% | -80.1% | 0.200% | |
10/13/2023 | Insight Wealth Strategies LLC | 3,577 | $204K | 0.0% | N/A | 0.077% | |
10/12/2023 | One Plus One Wealth Management LLC | 36,003 | $2.05M | 1.3% | -81.1% | 0.774% | |
10/11/2023 | J2 Capital Management Inc | 7,157 | $408K | 0.5% | N/A | 0.154% | |
8/11/2023 | Gendell Jeffrey L | 370,348 | $3.51M | 0.3% | -10.6% | 8.735% | |
8/11/2023 | Kestra Advisory Services LLC | 135,618 | $1.29M | 0.0% | +1.9% | 3.199% | |
8/4/2023 | U.S. Capital Wealth Advisors LLC | 101,561 | $963K | 0.0% | +70.9% | 2.395% | |
7/31/2023 | LPL Financial LLC | 111,157 | $1.05M | 0.0% | -10.6% | 2.628% | |
7/31/2023 | Moloney Securities Asset Management LLC | 135,688 | $1.29M | 0.2% | +0.5% | 3.208% | |
7/31/2023 | Menora Mivtachim Holdings LTD. | 9,400,000 | $89.11M | 0.8% | N/A | 222.222% | |
7/28/2023 | First Republic Investment Management Inc. | 13,847 | $131K | 0.0% | -12.1% | 0.331% | |
7/27/2023 | J.W. Cole Advisors Inc. | 11,588 | $110K | 0.0% | +9.6% | 0.277% | |
7/25/2023 | Raymond James & Associates | 164,371 | $1.56M | 0.0% | -19.9% | 3.932% | |
7/17/2023 | One Plus One Wealth Management LLC | 190,157 | $1.80M | 1.2% | +0.2% | 0.906% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 10,104 | $96K | 0.0% | -55.1% | 0.048% | |
5/15/2023 | Gendell Jeffrey L | 414,374 | $3.84M | 0.4% | +13.0% | 2.094% | |
5/12/2023 | Moloney Securities Asset Management LLC | 134,986 | $1.25M | 0.2% | -3.1% | 0.682% | |
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5/11/2023 | U.S. Capital Wealth Advisors LLC | 59,437 | $551K | 0.0% | N/A | 0.300% | |
5/9/2023 | Tower Research Capital LLC TRC | 36,678 | $340K | 0.0% | -46.9% | 0.185% | |
5/8/2023 | ProVise Management Group LLC | 34,669 | $321K | 0.0% | -47.5% | 0.175% | |
5/8/2023 | Global Retirement Partners LLC | 4,196 | $36K | 0.0% | +172.3% | 0.021% | |
4/18/2023 | J2 Capital Management Inc | 37,071 | $344K | 0.5% | +13.2% | 0.187% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 22,212 | $206K | 0.0% | -18.5% | 0.113% | |
4/14/2023 | Raymond James & Associates | 205,130 | $1.90M | 0.0% | -5.3% | 1.040% | |
4/13/2023 | One Plus One Wealth Management LLC | 189,774 | $1.76M | 1.2% | N/A | 1.544% | |
2/10/2023 | ProVise Management Group LLC | 66,031 | $672K | 0.1% | +79.4% | 0.495% | |
2/10/2023 | Blair William & Co. IL | 115,024 | $1.17M | 0.0% | +0.9% | 0.862% | |
2/9/2023 | Financial Enhancement Group LLC | 204,525 | $2.20M | 0.4% | N/A | 1.532% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 27,246 | $277K | 0.0% | +4.1% | 0.204% | |
2/8/2023 | Raymond James & Associates | 216,541 | $2.20M | 0.0% | +39.2% | 1.622% | |
2/8/2023 | UBS Group AG | 317,952 | $3.24M | 0.0% | +76.9% | 2.382% | |
2/8/2023 | Belpointe Asset Management LLC | 9,940 | $101K | 0.0% | -44.4% | 0.074% | |
2/8/2023 | Orion Portfolio Solutions LLC | 24,626 | $251K | 0.0% | -8.4% | 0.184% | |
2/8/2023 | Advance Capital Management Inc. | 60,000 | $611K | 0.1% | N/A | 0.449% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 26,243 | $267K | 0.0% | +4.3% | 0.197% | |
2/7/2023 | Connectus Wealth LLC | 176,000 | $1.79M | 0.0% | +3.2% | 1.318% | |
2/7/2023 | LPL Financial LLC | 151,428 | $1.54M | 0.0% | +51.5% | 1.134% | |
2/7/2023 | IFP Advisors Inc | 54,920 | $954K | 0.0% | -57.8% | 0.411% | |
2/3/2023 | Deuterium Capital Management LLC | 30,000 | $305K | 0.8% | +200.0% | 0.225% | |
2/2/2023 | Simplex Trading LLC | 3,067 | $31K | 0.0% | -76.4% | 0.023% | |
2/1/2023 | Gladstone Institutional Advisory LLC | 56,727 | $577K | 0.0% | +53.9% | 0.425% | |
1/31/2023 | Kestra Advisory Services LLC | 131,561 | $1.34M | 0.0% | +1.9% | 0.985% | |
1/24/2023 | Koshinski Asset Management Inc. | 10,237 | $104K | 0.0% | N/A | 0.080% | |
1/24/2023 | RFP Financial Group LLC | 12,235 | $125K | 0.1% | N/A | 0.096% | |
1/11/2023 | Arkadios Wealth Advisors | 47,668 | $485K | 0.1% | -7.4% | 0.371% | |
1/11/2023 | Accurate Wealth Management LLC | 3,100 | $31K | 0.0% | N/A | 0.024% | |
11/22/2022 | IHT Wealth Management LLC | 64,910 | $553K | 0.0% | +39.9% | 0.484% | |
11/15/2022 | Lansing Street Advisors | 5,056 | $43K | 0.0% | +62.3% | 0.038% | |
11/15/2022 | Belpointe Asset Management LLC | 17,878 | $153K | 0.0% | -9.4% | 0.133% | |
11/10/2022 | Gendell Jeffrey L | 366,761 | $3.13M | 0.4% | +46.7% | 2.737% | |
11/10/2022 | Connectus Wealth LLC | 170,500 | $1.45M | 0.0% | -1.7% | 1.272% | |
11/10/2022 | Strategic Wealth Advisors Group LLC | 59,182 | $504K | 0.0% | N/A | 0.442% | |
11/10/2022 | Tower Research Capital LLC TRC | 56,896 | $485K | 0.0% | -7.9% | 0.425% | |
11/9/2022 | Orion Portfolio Solutions LLC | 26,889 | $229K | 0.0% | -25.8% | 0.201% | |
11/4/2022 | Simplex Trading LLC | 13,003 | $110K | 0.0% | -17.2% | 0.097% | |
11/4/2022 | First Republic Investment Management Inc. | 151,161 | $1.29M | 0.0% | N/A | 1.128% | |
11/2/2022 | Sandy Spring Bank | 37,170 | $317K | 0.0% | +17.0% | 0.277% | |
11/1/2022 | Kestra Advisory Services LLC | 129,093 | $1.10M | 0.0% | -3.2% | 0.963% | |
10/31/2022 | J.W. Cole Advisors Inc. | 10,519 | $90K | 0.0% | N/A | 0.079% | |
10/25/2022 | Raymond James & Associates | 155,581 | $1.33M | 0.0% | -56.4% | 1.195% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 26,165 | $223K | 0.0% | -26.5% | 0.201% | |
10/20/2022 | Gladstone Institutional Advisory LLC | 36,871 | $314K | 0.0% | +16.7% | 0.283% | |
10/18/2022 | One Plus One Wealth Management LLC | 749,818 | $6.39M | 5.2% | N/A | 5.759% | |
10/17/2022 | J2 Capital Management Inc | 33,299 | $284K | 0.5% | N/A | 0.256% | |
10/14/2022 | Private Advisor Group LLC | 16,612 | $141K | 0.0% | -14.6% | 0.128% | |
8/25/2022 | SMI Advisory Services LLC | 375,930 | $3.27M | 1.2% | N/A | 2.695% | |
8/17/2022 | Castleview Partners LLC | 1,812 | $112K | 0.0% | +5,229.4% | 0.013% | |
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8/16/2022 | Discovery Capital Management LLC CT | 276,100 | $2.40M | 0.3% | -45.9% | 1.979% | |
8/13/2022 | Virtu Financial LLC | 19,704 | $171K | 0.0% | -27.8% | 0.141% | |
8/12/2022 | Almanack Investment Partners LLC. | 36,427 | $317K | 0.0% | -5.2% | 0.261% | |
8/8/2022 | ProVise Management Group LLC | 58,912 | $513K | 0.1% | +11.2% | 0.422% | |
8/8/2022 | Connectus Wealth LLC | 173,500 | $1.51M | 0.0% | N/A | 1.244% | |
8/5/2022 | Pekin Hardy Strauss Inc. | 29,225 | $254K | 0.0% | -34.8% | 0.209% | |
8/4/2022 | Steward Partners Investment Advisory LLC | 15,185 | $132K | 0.0% | -14.1% | 0.109% | |
8/3/2022 | Moloney Securities Asset Management LLC | 139,500 | $1.21M | 0.3% | -8.5% | 1.000% | |
8/2/2022 | Belpointe Asset Management LLC | 19,736 | $172K | 0.0% | -64.9% | 0.141% | |
7/27/2022 | Advisor Resource Council | 154,860 | $1.35M | 0.1% | N/A | 1.053% | |