5/9/2024 | Leo Wealth LLC | 93,247 | $8.06M | 0.8% | +5.4% | 2.005% | |
5/2/2024 | Salomon & Ludwin LLC | 79,348 | $6.88M | 0.6% | -4.1% | 1.706% | |
5/1/2024 | Janney Montgomery Scott LLC | 6,609 | $573K | 0.0% | +3.4% | 0.142% | |
5/1/2024 | Private Advisor Group LLC | 5,314 | $460K | 0.0% | -7.9% | 0.114% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 2,775 | $240K | 0.0% | N/A | 0.060% | |
4/24/2024 | Spire Wealth Management | 3,261 | $283K | 0.0% | -49.3% | 0.070% | |
|
4/15/2024 | Ayalon Insurance Comp Ltd. | 58,355 | $5.06M | 1.7% | +16.6% | 1.255% | |
4/11/2024 | International Assets Investment Management LLC | 4,128 | $355K | 0.0% | -9.8% | 0.089% | |
4/11/2024 | City State Bank | 1,225 | $106K | 0.0% | -19.7% | 0.026% | |
4/10/2024 | Sunflower Bank N.A. | 3,480 | $302K | 0.1% | -51.5% | 0.075% | |
4/5/2024 | CWM LLC | 2,621 | $227K | 0.0% | -8.9% | 0.045% | |
3/14/2024 | Leo Wealth LLC | 88,440 | $7.15M | 0.7% | N/A | 1.525% | |
3/5/2024 | Fisher Asset Management LLC | 5,709 | $449K | 0.0% | -4.8% | 0.098% | |
2/12/2024 | Scotia Capital Inc. | 17,780 | $1.40M | 0.0% | -10.0% | 0.307% | |
2/9/2024 | D.A. Davidson & CO. | 5,883 | $462K | 0.0% | -11.8% | 0.101% | |
2/8/2024 | Janney Montgomery Scott LLC | 6,392 | $502K | 0.0% | -19.8% | 0.110% | |
2/7/2024 | MPS Loria Financial Planners LLC | 2,785 | $219K | 0.1% | N/A | 0.048% | |
2/6/2024 | Private Advisor Group LLC | 5,772 | $454K | 0.0% | -13.6% | 0.100% | |
2/6/2024 | Spire Wealth Management | 6,433 | $502K | 0.0% | -86.0% | 0.111% | |
2/6/2024 | National Bank of Canada FI | 4,049 | $317K | 0.0% | +3.9% | 0.070% | |
2/6/2024 | Wilbanks Smith & Thomas Asset Management LLC | 11,832 | $930K | 0.0% | N/A | 0.204% | |
2/6/2024 | McIlrath & Eck LLC | 3,833 | $301K | 0.1% | -23.4% | 0.066% | |
2/2/2024 | Truist Financial Corp | 4,309 | $339K | 0.0% | -3.0% | 0.074% | |
2/1/2024 | Northwest Capital Management Inc | 1,939 | $152K | 0.1% | -25.7% | 0.033% | |
2/1/2024 | CWM LLC | 2,878 | $226K | 0.0% | -15.9% | 0.050% | |
1/29/2024 | Valeo Financial Advisors LLC | 4,074 | $320K | 0.0% | +6.7% | 0.070% | |
1/29/2024 | Money Design Co. Ltd. | 61,559 | $4.84M | 0.3% | N/A | 1.061% | |
1/25/2024 | International Assets Investment Management LLC | 4,578 | $360K | 0.0% | -12.9% | 0.079% | |
1/25/2024 | Strategic Blueprint LLC | 3,670 | $288K | 0.0% | -25.3% | 0.063% | |
1/24/2024 | International Assets Investment Management LLC | 359,734 | $28.27M | 0.0% | +6,741.7% | 6.202% | |
1/19/2024 | Fifth Third Bancorp | 3,030 | $238K | 0.0% | -48.8% | 0.052% | |
1/19/2024 | ICICI Prudential Asset Management Co Ltd | 9,060 | $712K | 0.1% | -62.7% | 0.156% | |
1/18/2024 | Global Retirement Partners LLC | 324 | $25K | 0.0% | -93.2% | 0.006% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 3,375 | $265K | 0.0% | -24.6% | 0.058% | |
1/16/2024 | Raymond James & Associates | 4,818 | $379K | 0.0% | +57.4% | 0.083% | |
1/16/2024 | Rosenberg Matthew Hamilton | 1,470 | $116K | 0.0% | -13.4% | 0.025% | |
1/10/2024 | Sound Income Strategies LLC | 481 | $38K | 0.0% | N/A | 0.008% | |
11/16/2023 | McIlrath & Eck LLC | 5,002 | $352K | 0.1% | -7.5% | 0.086% | |
11/14/2023 | Richard Bernstein Advisors LLC | 66,491 | $4.68M | 0.1% | +25,473.5% | 1.146% | |
11/8/2023 | D.A. Davidson & CO. | 6,672 | $470K | 0.0% | -10.3% | 0.115% | |
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11/7/2023 | Advisors Preferred LLC | 565 | $39K | 0.0% | N/A | 0.010% | |
11/3/2023 | ICICI Prudential Asset Management Co Ltd | 24,314 | $1.71M | 0.2% | -40.5% | 0.419% | |
11/1/2023 | Centurion Wealth Management LLC | 42,050 | $2.96M | 1.5% | +0.6% | 0.725% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 4,477 | $315K | 0.0% | -72.2% | 0.077% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 6,546 | $461K | 0.0% | +5.8% | 0.113% | |
10/23/2023 | Commonwealth Equity Services LLC | 7,432 | $524K | 0.0% | -31.5% | 0.128% | |
10/20/2023 | Valeo Financial Advisors LLC | 3,817 | $269K | 0.0% | N/A | 0.066% | |
10/20/2023 | Family Firm Inc. | 5,453 | $384K | 0.1% | -6.0% | 0.094% | |
10/18/2023 | Strategic Blueprint LLC | 4,912 | $346K | 0.0% | -18.5% | 0.085% | |
10/13/2023 | Global Retirement Partners LLC | 4,745 | $327K | 0.0% | +16.8% | 0.082% | |
10/11/2023 | CWM LLC | 3,424 | $241K | 0.0% | -10.4% | 0.059% | |
10/11/2023 | Rosenberg Matthew Hamilton | 1,697 | $120K | 0.0% | -41.3% | 0.029% | |
10/10/2023 | International Assets Investment Management LLC | 5,258 | $370K | 0.0% | -12.6% | 0.091% | |
10/10/2023 | National Bank of Canada FI | 3,896 | $271K | 0.0% | -9.9% | 0.067% | |
10/4/2023 | International Assets Investment Management LLC | 5,258 | $370K | 0.0% | -12.6% | 0.091% | |
9/12/2023 | Farther Finance Advisors LLC | 446 | $32K | 0.0% | -57.8% | 0.008% | |
8/14/2023 | Client 1ST Advisory Group LLC | 8,641 | $618K | 0.3% | -16.4% | 0.149% | |
8/10/2023 | Bessemer Group Inc. | 400 | $29K | 0.0% | -80.5% | 0.007% | |
8/10/2023 | Private Advisor Group LLC | 6,812 | $487K | 0.0% | -9.1% | 0.117% | |
8/10/2023 | Cetera Investment Advisers | 3,544 | $254K | 0.0% | -55.8% | 0.061% | |
8/9/2023 | Spire Wealth Management | 45,836 | $3.28M | 0.1% | +2.3% | 0.790% | |
8/9/2023 | Flow Traders U.S. LLC | 5,374 | $384K | 0.0% | N/A | 0.093% | |
8/8/2023 | Fisher Asset Management LLC | 6,996 | $500K | 0.0% | -64.2% | 0.121% | |
8/7/2023 | McIlrath & Eck LLC | 5,407 | $387K | 0.1% | -33.6% | 0.093% | |
8/3/2023 | Scotia Capital Inc. | 19,642 | $1.41M | 0.0% | -3.2% | 0.339% | |
8/3/2023 | Northwest Capital Management Inc | 2,645 | $189K | 0.1% | N/A | 0.046% | |
8/3/2023 | CWM LLC | 3,820 | $273K | 0.0% | +59.7% | 0.066% | |
8/1/2023 | Truist Financial Corp | 4,105 | $294K | 0.0% | +4.7% | 0.071% | |
7/31/2023 | LPL Financial LLC | 34,238 | $2.45M | 0.0% | -7.6% | 0.590% | |
7/26/2023 | Fifth Third Bancorp | 5,921 | $424K | 0.0% | -4.3% | 0.101% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 16,125 | $1.15M | 0.0% | +1.2% | 0.276% | |
7/25/2023 | Raymond James & Associates | 2,946 | $211K | 0.0% | -25.4% | 0.050% | |
7/25/2023 | Leo Brokerage LLC | 83,631 | $5.98M | 0.7% | -2.6% | 1.430% | |
7/24/2023 | Salomon & Ludwin LLC | 82,971 | $5.94M | 0.6% | -1.4% | 1.418% | |
7/21/2023 | Creative Planning | 2,877 | $206K | 0.0% | N/A | 0.049% | |
7/21/2023 | Centurion Wealth Management LLC | 41,798 | $2.99M | 1.4% | +2.8% | 0.714% | |
7/20/2023 | International Assets Investment Management LLC | 6,013 | $430K | 0.1% | -7.8% | 0.103% | |
7/20/2023 | Global Retirement Partners LLC | 4,064 | $291K | 0.0% | +21.5% | 0.069% | |
7/20/2023 | ICICI Prudential Asset Management Co Ltd | 40,864 | $2.92M | 0.4% | -18.2% | 0.699% | |
7/13/2023 | Sunflower Bank N.A. | 7,170 | $513K | 0.1% | -4.3% | 0.123% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 6,187 | $443K | 0.0% | -31.4% | 0.106% | |
7/10/2023 | City State Bank | 1,525 | $109K | 0.1% | -37.1% | 0.026% | |
7/5/2023 | Cedar Brook Financial Partners LLC | 2,878 | $206K | 0.0% | N/A | 0.049% | |
5/12/2023 | Greenwood Capital Associates LLC | 4,264 | $294K | 0.0% | -88.1% | 0.069% | |
5/11/2023 | Cerity Partners LLC | 15,677 | $1.08M | 0.0% | -2.3% | 0.255% | |
5/11/2023 | Scotia Capital Inc. | 20,300 | $1.40M | 0.0% | +3.2% | 0.330% | |
5/10/2023 | Private Advisor Group LLC | 7,496 | $517K | 0.0% | N/A | 0.122% | |
5/10/2023 | Centurion Wealth Management LLC | 40,642 | $2.81M | 1.4% | +4.2% | 0.661% | |
5/10/2023 | Bessemer Group Inc. | 2,055 | $141K | 0.0% | -81.6% | 0.033% | |
5/9/2023 | Spire Wealth Management | 44,788 | $3.09M | 0.1% | +54.8% | 0.728% | |
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5/9/2023 | Banco Bilbao Vizcaya Argentaria S.A. | 161,527 | $11.15M | 0.1% | -51.2% | 2.626% | |
5/8/2023 | WealthShield Partners LLC | 636 | $44K | 0.0% | N/A | 0.010% | |
5/8/2023 | Global Retirement Partners LLC | 3,344 | $232K | 0.0% | +5.8% | 0.054% | |
5/5/2023 | Truist Financial Corp | 3,920 | $271K | 0.0% | -11.5% | 0.064% | |
5/5/2023 | Wilbanks Smith & Thomas Asset Management LLC | 47,744 | $3.30M | 0.1% | N/A | 0.776% | |
5/5/2023 | Sentinel Trust Co. LBA | 15,800 | $1.09M | 0.2% | -49.2% | 0.257% | |
5/5/2023 | ICICI Prudential Asset Management Co Ltd | 49,934 | $3.45M | 0.5% | +2.7% | 0.812% | |
5/3/2023 | Liberty Wealth Management LLC | 5,211 | $360K | 0.1% | N/A | 0.085% | |
5/2/2023 | Leo Brokerage LLC | 85,874 | $5.95M | 0.9% | N/A | 1.396% | |
5/1/2023 | Virtu Financial LLC | 7,747 | $535K | 0.1% | N/A | 0.126% | |