5/7/2024 | Verus Capital Partners LLC | 14,115 | $124K | 0.0% | -36.8% | 0.110% | |
5/7/2024 | Atomi Financial Group Inc. | 273,740 | $2.40M | 0.2% | +74.9% | 2.127% | |
5/7/2024 | Oppenheimer & Co. Inc. | 631,080 | $5.53M | 0.1% | +0.8% | 4.903% | |
5/7/2024 | Hilltop National Bank | 95,321 | $835K | 0.3% | N/A | 0.741% | |
5/6/2024 | Advisory Services Network LLC | 810,060 | $7.10M | 0.2% | +12.8% | 6.294% | |
5/6/2024 | Oxbow Advisors LLC | 53,490 | $469K | 0.1% | +0.9% | 0.416% | |
|
5/6/2024 | Lesa Sroufe & Co | 204,069 | $1.79M | 1.7% | +1.7% | 1.586% | |
5/2/2024 | Choreo LLC | 25,412 | $223K | 0.0% | -61.2% | 0.197% | |
5/1/2024 | Auour Investments LLC | 10,229 | $90K | 0.0% | N/A | 0.079% | |
4/27/2024 | Vigilare Wealth Management | 165,769 | $1.45M | 0.7% | +46.7% | 1.340% | |
4/26/2024 | Acute Investment Advisory LLC | 11,100 | $97K | 0.1% | -99.0% | 0.090% | |
4/25/2024 | Simplex Trading LLC | 73,468 | $643K | 0.0% | N/A | 0.594% | |
4/24/2024 | Hedges Asset Management LLC | 288,000 | $2.52M | 1.8% | +1.1% | 2.328% | |
4/22/2024 | PFG Investments LLC | 10,612 | $93K | 0.0% | -47.1% | 0.086% | |
4/18/2024 | Udine Wealth Management Inc. | 1,509,250 | $13.22M | 9.6% | +266.0% | 12.201% | |
4/17/2024 | Fox Hill Wealth Management | 32,856 | $288K | 0.2% | +1.1% | 0.266% | |
4/16/2024 | Maltin Wealth Management Inc. | 39,847 | $349K | 0.2% | +83.8% | 0.322% | |
4/13/2024 | IMC Chicago LLC | 1,044,607 | $9.15M | 0.0% | N/A | 8.445% | |
4/12/2024 | Kaydan Wealth Management Inc. | 1,566,917 | $13.73M | 4.7% | -32.4% | 12.667% | |
4/11/2024 | Private Harbour Investment Management & Counsel LLC | 328,777 | $2.88M | 3.1% | -0.6% | 0.387% | |
4/10/2024 | Gunderson Capital Management Inc. | 625,540 | $5.48M | 2.5% | +17.1% | 0.737% | |
4/10/2024 | One Plus One Wealth Management LLC | 415,175 | $3.64M | 2.1% | -34.5% | 0.489% | |
3/22/2024 | PNC Financial Services Group Inc. | 4,630 | $44K | 0.0% | +85.2% | 0.005% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 19,281 | $183K | 0.1% | N/A | 0.023% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 332,144 | $3.15M | 0.1% | -23.0% | 0.391% | |
3/12/2024 | PVG Asset Management Corp | 53,290 | $505K | 2.4% | N/A | 0.063% | |
2/14/2024 | VitalStone Financial LLC | 94,190 | $893K | 0.7% | -49.1% | 0.111% | |
2/13/2024 | Oppenheimer & Co. Inc. | 626,223 | $5.94M | 0.1% | +23.0% | 0.738% | |
2/13/2024 | Tower Research Capital LLC TRC | 421,298 | $3.99M | 0.0% | +361.9% | 0.496% | |
2/12/2024 | Edmond DE Rothschild Holding S.A. | 5,602 | $53K | 0.0% | N/A | 0.007% | |
2/9/2024 | Advisory Services Network LLC | 718,410 | $6.81M | 0.2% | +59.2% | 0.846% | |
2/9/2024 | Weil Company Inc. | 36,000 | $341K | 0.1% | N/A | 0.042% | |
2/9/2024 | Western Pacific Wealth Management LP | 9,828 | $93K | 0.1% | -50.7% | 0.012% | |
2/9/2024 | UBS Group AG | 1,388,169 | $13.16M | 0.0% | -7.7% | 1.635% | |
2/8/2024 | Oxbow Advisors LLC | 52,995 | $502K | 0.1% | +21.8% | 0.062% | |
2/7/2024 | McKinley Carter Wealth Services Inc. | 72,252 | $685K | 0.1% | +2.0% | 0.085% | |
2/7/2024 | Jump Financial LLC | 2,244,085 | $21.27M | 0.7% | N/A | 2.643% | |
2/6/2024 | Private Advisor Group LLC | 37,713 | $358K | 0.0% | -53.5% | 0.044% | |
2/6/2024 | Axxcess Wealth Management LLC | 17,225 | $163K | 0.0% | N/A | 0.020% | |
2/5/2024 | Pekin Hardy Strauss Inc. | 79,250 | $751K | 0.1% | -2.5% | 0.093% | |
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2/5/2024 | Choreo LLC | 65,412 | $620K | 0.0% | +11.5% | 0.077% | |
2/5/2024 | Silver Oak Securities Incorporated | 35,855 | $340K | 0.0% | +113.2% | 0.042% | |
2/2/2024 | Headlands Technologies LLC | 24,100 | $228K | 0.1% | +239.1% | 0.028% | |
2/2/2024 | TAP Consulting LLC | 969,889 | $9.20M | 2.2% | +1.8% | 1.142% | |
2/1/2024 | Lesa Sroufe & Co | 200,644 | $1.90M | 1.9% | -1.2% | 0.236% | |
1/31/2024 | RIA Advisory Group LLC | 5,984 | $57K | 0.0% | -89.2% | 0.007% | |
1/31/2024 | HTLF Bank | 49,500 | $469K | 0.1% | N/A | 0.058% | |
1/30/2024 | Acute Investment Advisory LLC | 1,165,195 | $11.05M | 6.5% | +5.1% | 1.372% | |
1/29/2024 | ORG Partners LLC | 18,000 | $171K | 0.0% | +200.0% | 0.021% | |
1/25/2024 | Wakefield Asset Management LLLP | 369,184 | $3.50M | 1.3% | N/A | 0.435% | |
1/24/2024 | Stratos Wealth Partners LTD. | 44,397 | $421K | 0.0% | -17.8% | 0.052% | |
1/24/2024 | Total Clarity Wealth Management Inc. | 198,686 | $1.88M | 0.8% | N/A | 0.234% | |
1/23/2024 | CPR Investments Inc. | 572,880 | $5.43M | 5.3% | +65.9% | 0.675% | |
1/22/2024 | One Plus One Wealth Management LLC | 633,653 | $6.01M | 3.7% | -45.2% | 0.746% | |
1/18/2024 | Maltin Wealth Management Inc. | 21,679 | $206K | 0.1% | -60.4% | 0.026% | |
1/18/2024 | Sterling Investment Management LLC | 178,305 | $1.69M | 1.2% | N/A | 0.210% | |
1/17/2024 | PFG Investments LLC | 20,059 | $190K | 0.0% | -63.5% | 0.024% | |
1/17/2024 | Fiduciary Alliance LLC | 47,964 | $455K | 0.1% | -5.5% | 0.056% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 26,191 | $248K | 0.0% | +4.6% | 0.031% | |
1/16/2024 | Kaydan Wealth Management Inc. | 2,319,283 | $21.99M | 8.9% | -24.3% | 2.731% | |
1/12/2024 | Udine Wealth Management Inc. | 412,362 | $3.91M | 3.1% | N/A | 0.486% | |
1/12/2024 | Stableford Capital II LLC | 949,089 | $9.01M | 3.9% | +22.9% | 1.118% | |
1/12/2024 | Advisor Resource Council | 16,270 | $154K | 0.0% | N/A | 0.019% | |
1/11/2024 | Brookstone Capital Management | 98,583 | $935K | 0.0% | +2.1% | 0.116% | |
1/11/2024 | AFG Fiduciary Services Limited Partnership | 20,436 | $196K | 0.2% | N/A | 0.024% | |
1/11/2024 | Thomasville National Bank | 22,114 | $210K | 0.0% | N/A | 0.026% | |
1/11/2024 | Private Harbour Investment Management & Counsel LLC | 330,769 | $3.14M | 3.6% | -2.9% | 0.390% | |
1/11/2024 | Hedges Asset Management LLC | 285,000 | $2.70M | 2.1% | +26.7% | 0.336% | |
1/8/2024 | Vigilare Wealth Management | 113,015 | $1.07M | 0.6% | -53.5% | 0.133% | |
1/5/2024 | Gunderson Capital Management Inc. | 534,158 | $5.06M | 2.9% | N/A | 0.629% | |
1/5/2024 | Lowe Wealth Advisors LLC | 5,000 | $47K | 0.0% | -37.5% | 0.006% | |
12/5/2023 | TAP Consulting LLC | 953,137 | $10.38M | 2.7% | +4.6% | 1.123% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 431,457 | $4.70M | 0.1% | +2.6% | 0.508% | |
11/20/2023 | Silver Oak Securities Incorporated | 16,816 | $183K | 0.0% | -38.3% | 0.020% | |
11/16/2023 | VitalStone Financial LLC | 185,208 | $1.92M | 1.6% | -55.8% | 0.218% | |
11/16/2023 | Belpointe Asset Management LLC | 62,014 | $675K | 0.1% | N/A | 0.073% | |
11/15/2023 | Evergreen Capital Management LLC | 31,908 | $347K | 0.0% | -7.9% | 0.038% | |
11/14/2023 | Tower Research Capital LLC TRC | 91,203 | $993K | 0.0% | +433.0% | 0.107% | |
11/14/2023 | Reuter James Wealth Management LLC | 447,060 | $4.87M | 3.6% | N/A | 0.527% | |
11/14/2023 | Titan Global Capital Management USA LLC | 373,770 | $4.07M | 1.0% | +11.3% | 0.440% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 137,111 | $1.49M | 0.1% | -4.5% | 0.161% | |
11/13/2023 | LPL Financial LLC | 435,349 | $4.74M | 0.0% | +51.6% | 0.513% | |
11/13/2023 | CI Investments Inc. | 25,800 | $281K | 0.0% | N/A | 0.030% | |
11/13/2023 | Wealthsource Partners LLC | 14,710 | $160K | 0.0% | N/A | 0.017% | |
11/13/2023 | WCG Wealth Advisors LLC | 173,055 | $1.89M | 0.1% | N/A | 0.204% | |
11/13/2023 | PNC Financial Services Group Inc. | 2,500 | $27K | 0.0% | N/A | 0.003% | |
11/9/2023 | Oliver Lagore Vanvalin Investment Group | 116,644 | $1.27M | 0.5% | N/A | 0.137% | |
11/9/2023 | CPR Investments Inc. | 345,280 | $3.76M | 4.0% | N/A | 0.407% | |
11/9/2023 | Atomi Financial Group Inc. | 212,960 | $2.32M | 0.8% | +61.9% | 0.251% | |
11/9/2023 | Sykon Capital LLC | 321,480 | $3.50M | 1.5% | N/A | 0.379% | |
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11/9/2023 | Antonetti Capital Management LLC | 5,225 | $57K | 0.1% | +30.1% | 0.006% | |
11/9/2023 | Headlands Technologies LLC | 7,107 | $77K | 0.0% | N/A | 0.008% | |
11/9/2023 | UBS Group AG | 1,504,457 | $16.38M | 0.0% | +14.0% | 1.772% | |
11/8/2023 | Choreo LLC | 58,656 | $639K | 0.0% | -40.5% | 0.069% | |
11/8/2023 | HighTower Advisors LLC | 95,711 | $1.04M | 0.0% | -97.7% | 0.113% | |
11/8/2023 | Oppenheimer & Co. Inc. | 509,210 | $5.55M | 0.1% | -5.0% | 0.600% | |
11/7/2023 | Vista Finance LLC | 742,727 | $8.09M | 11.8% | +3.8% | 0.875% | |
11/6/2023 | PFG Investments LLC | 54,994 | $599K | 0.1% | +16.8% | 0.065% | |
11/3/2023 | ORG Partners LLC | 6,000 | $65K | 0.0% | +814.6% | 0.007% | |
11/3/2023 | Private Advisor Group LLC | 81,154 | $884K | 0.0% | -69.1% | 0.096% | |