4/16/2024 | Towerpoint Wealth LLC | 30,423 | $1.03M | 0.5% | +3.4% | 0.077% | |
4/10/2024 | Inscription Capital LLC | 40,500 | $1.39M | 0.5% | +20.9% | 0.102% | |
4/9/2024 | Mather Group LLC. | 800 | $25K | 0.0% | N/A | 0.002% | |
3/1/2024 | Goldman Sachs Group Inc. | 94,031 | $2.99M | 0.0% | -49.8% | 0.238% | |
2/16/2024 | GSA Capital Partners LLP | 25,965 | $826K | 0.1% | +46.6% | 0.067% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 7,970 | $254K | 0.0% | +4.4% | 0.021% | |
|
2/15/2024 | Horizon Kinetics Asset Management LLC | 907,133 | $28.87M | 0.6% | -5.8% | 2.343% | |
2/15/2024 | Fort Sheridan Advisors LLC | 12,469 | $397K | 0.1% | N/A | 0.032% | |
2/14/2024 | Royal Bank of Canada | 22,236 | $707K | 0.0% | -16.6% | 0.057% | |
2/14/2024 | Greenwich Investment Management Inc. | 532,089 | $16.94M | 12.7% | +7.5% | 1.374% | |
2/14/2024 | Pathstone Holdings LLC | 8,480 | $270K | 0.0% | N/A | 0.022% | |
2/13/2024 | Northern Trust Corp | 13,319 | $424K | 0.0% | +42.9% | 0.034% | |
2/13/2024 | Tower Research Capital LLC TRC | 1,068 | $34K | 0.0% | +240.1% | 0.003% | |
2/13/2024 | First Trust Advisors LP | 165,525 | $5.27M | 0.0% | +0.6% | 0.427% | |
2/13/2024 | Goldman Sachs Group Inc. | 94,031 | $2.99M | 0.0% | -49.8% | 0.243% | |
2/13/2024 | Peapack Gladstone Financial Corp | 11,822 | $376K | 0.0% | -23.3% | 0.031% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 6,519 | $207K | 0.0% | N/A | 0.017% | |
2/9/2024 | UBS Group AG | 26,628 | $848K | 0.0% | -48.7% | 0.069% | |
2/8/2024 | ING Groep NV | 121,000 | $3.85M | 0.0% | +36.0% | 0.313% | |
2/8/2024 | Independent Advisor Alliance | 67,100 | $2.14M | 0.1% | -2.5% | 0.173% | |
2/8/2024 | Kingsview Wealth Management LLC | 317,167 | $10.10M | 0.3% | -2.4% | 0.819% | |
2/8/2024 | Beacon Pointe Advisors LLC | 34,969 | $1.11M | 0.0% | +99.2% | 0.090% | |
2/7/2024 | Jump Financial LLC | 7,500 | $239K | 0.0% | -29.9% | 0.019% | |
2/6/2024 | TCG Advisory Services LLC | 14,133 | $450K | 0.0% | +81.8% | 0.037% | |
2/5/2024 | Kestra Private Wealth Services LLC | 8,699 | $277K | 0.0% | -7.2% | 0.022% | |
2/2/2024 | Meixler Investment Management Ltd. | 437,265 | $13.92M | 11.6% | -0.3% | 1.129% | |
2/2/2024 | Kovack Advisors Inc. | 8,025 | $255K | 0.0% | +7.0% | 0.021% | |
1/30/2024 | GraniteShares Advisors LLC | 46,404 | $1.48M | 1.3% | -3.4% | 0.120% | |
1/26/2024 | Custom Index Systems LLC | 39,451 | $1.26M | 0.8% | N/A | 0.102% | |
1/26/2024 | Geneos Wealth Management Inc. | 4,685 | $149K | 0.0% | -12.4% | 0.012% | |
1/24/2024 | Arlington Trust Co LLC | 3,400 | $108K | 0.0% | N/A | 0.009% | |
1/24/2024 | Autumn Glory Partners LLC | 40,000 | $1.27M | 0.7% | +100.0% | 0.103% | |
1/23/2024 | Towerpoint Wealth LLC | 29,434 | $937K | 0.5% | +3.0% | 0.076% | |
1/23/2024 | Requisite Capital Management LLC | 28,000 | $891K | 0.2% | N/A | 0.072% | |
1/16/2024 | Penbrook Management LLC | 15,050 | $479K | 0.3% | +7.5% | 0.039% | |
1/12/2024 | Adams Asset Advisors LLC | 628,183 | $20.00M | 2.7% | -0.7% | 1.622% | |
1/12/2024 | Clarity Financial LLC | 7,480 | $238K | 0.0% | -20.0% | 0.019% | |
1/4/2024 | HWG Holdings LP | 10,000 | $318K | 0.1% | N/A | 0.026% | |
12/6/2023 | Citigroup Inc. | 2,644 | $77K | 0.0% | +4,306.7% | 0.007% | |
11/16/2023 | Greenwich Investment Management Inc. | 495,124 | $14.38M | 11.4% | -1.5% | 1.279% | |
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11/16/2023 | Morgan Stanley | 614,015 | $17.84M | 0.0% | +19.0% | 1.586% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 7,636 | $222K | 0.0% | +10.7% | 0.020% | |
11/15/2023 | GSA Capital Partners LLP | 17,716 | $515K | 0.0% | +34.8% | 0.046% | |
11/15/2023 | Royal Bank of Canada | 26,677 | $775K | 0.0% | +15.3% | 0.069% | |
11/15/2023 | Alps Advisors Inc. | 11,893 | $345K | 0.0% | +8.5% | 0.031% | |
11/14/2023 | Samalin Investment Counsel LLC | 7,712 | $224K | 0.1% | N/A | 0.020% | |
11/13/2023 | Northern Trust Corp | 9,319 | $271K | 0.0% | -9.7% | 0.024% | |
11/13/2023 | LPL Financial LLC | 51,190 | $1.49M | 0.0% | -0.8% | 0.132% | |
11/9/2023 | Citigroup Inc. | 2,644 | $77K | 0.0% | +4,306.7% | 0.007% | |
11/9/2023 | UBS Group AG | 51,901 | $1.51M | 0.0% | +90.6% | 0.134% | |
11/8/2023 | HighTower Advisors LLC | 19,094 | $555K | 0.0% | +181.1% | 0.049% | |
11/8/2023 | Pathstone Family Office LLC | 8,480 | $246K | 0.0% | N/A | 0.022% | |
11/8/2023 | Moors & Cabot Inc. | 79,872 | $2.32M | 0.2% | -3.3% | 0.206% | |
11/8/2023 | Kestra Private Wealth Services LLC | 9,374 | $272K | 0.0% | N/A | 0.024% | |
11/7/2023 | Kingsview Wealth Management LLC | 324,935 | $9.44M | 0.3% | -5.4% | 0.839% | |
11/7/2023 | Virtus ETF Advisers LLC | 6,812 | $198K | 0.1% | -13.3% | 0.018% | |
11/7/2023 | Jump Financial LLC | 10,700 | $311K | 0.0% | +35.4% | 0.028% | |
11/7/2023 | Meixler Investment Management Ltd. | 438,390 | $12.74M | 11.4% | -3.5% | 1.132% | |
11/4/2023 | Syntal Capital Partners LLC | 7,612 | $221K | 0.2% | -9.9% | 0.020% | |
10/31/2023 | GraniteShares Advisors LLC | 48,030 | $1.40M | 1.3% | +0.8% | 0.124% | |
10/27/2023 | ING Groep NV | 89,000 | $2.59M | 0.0% | +30.1% | 0.230% | |
10/24/2023 | Raymond James & Associates | 23,499 | $683K | 0.0% | +2.9% | 0.061% | |
10/23/2023 | Commonwealth Equity Services LLC | 22,170 | $644K | 0.0% | +1.9% | 0.057% | |
10/11/2023 | Geneos Wealth Management Inc. | 5,350 | $155K | 0.0% | +35.4% | 0.014% | |
10/11/2023 | Adams Asset Advisors LLC | 632,722 | $18.38M | 2.5% | +3.2% | 1.634% | |
10/11/2023 | Atlas Private Wealth Advisors | 27,396 | $796K | 0.2% | +28.7% | 0.071% | |
10/11/2023 | Towerpoint Wealth LLC | 28,587 | $830K | 0.5% | +2.3% | 0.074% | |
10/10/2023 | Albert D Mason Inc. | 28,343 | $823K | 0.6% | -33.6% | 0.073% | |
8/21/2023 | Osaic Holdings Inc. | 16,450 | $493K | 0.0% | +21.9% | 0.042% | |
8/15/2023 | Wells Fargo & Company MN | 76,164 | $2.28M | 0.0% | +21.4% | 0.197% | |
8/15/2023 | Goldman Sachs Group Inc. | 206,159 | $6.18M | 0.0% | -6.8% | 0.532% | |
8/15/2023 | Pin Oak Investment Advisors Inc. | 1,450 | $43K | 0.0% | +45.0% | 0.004% | |
8/15/2023 | Royal Bank of Canada | 23,139 | $693K | 0.0% | -2.9% | 0.060% | |
8/14/2023 | State of Wyoming | 3,835 | $115K | 0.0% | +247.1% | 0.010% | |
8/14/2023 | Horizon Kinetics Asset Management LLC | 991,056 | $29.69M | 0.6% | -2.5% | 2.560% | |
8/14/2023 | Concorde Financial Corp | 65,368 | $1.96M | 1.3% | -19.2% | 0.169% | |
8/11/2023 | Northern Trust Corp | 10,319 | $309K | 0.0% | -8.8% | 0.027% | |
8/10/2023 | Osaic Holdings Inc. | 16,450 | $493K | 0.0% | +21.9% | 0.042% | |
8/10/2023 | Moors & Cabot Inc. | 82,563 | $2.47M | 0.2% | -1.6% | 0.213% | |
8/10/2023 | GraniteShares Advisors LLC | 47,629 | $1.43M | 1.3% | -1.1% | 0.123% | |
8/9/2023 | Veritable L.P. | 8,480 | $254K | 0.0% | N/A | 0.022% | |
8/9/2023 | BNP Paribas Arbitrage SNC | 24,288 | $728K | 0.0% | +253.0% | 0.063% | |
8/8/2023 | Geneos Wealth Management Inc. | 3,950 | $118K | 0.0% | -49.0% | 0.010% | |
8/7/2023 | Royce & Associates LP | 636,820 | $19.08M | 0.2% | +0.5% | 1.660% | |
8/4/2023 | N.E.W. Advisory Services LLC | 11,599 | $348K | 0.0% | N/A | 0.030% | |
8/4/2023 | Atlas Private Wealth Advisors | 21,286 | $638K | 0.1% | N/A | 0.055% | |
8/4/2023 | Delta Investment Management LLC | 308,983 | $9.26M | 2.5% | -5.5% | 0.805% | |
8/3/2023 | CWM LLC | 840 | $25K | 0.0% | -37.3% | 0.002% | |
8/3/2023 | Meixler Investment Management Ltd. | 454,442 | $13.62M | 12.6% | -1.4% | 1.184% | |
7/31/2023 | LPL Financial LLC | 51,596 | $1.55M | 0.0% | +3.4% | 0.134% | |
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7/28/2023 | First Republic Investment Management Inc. | 9,170 | $275K | 0.0% | -84.3% | 0.024% | |
7/27/2023 | Virtu Financial LLC | 8,843 | $265K | 0.0% | N/A | 0.023% | |
7/26/2023 | National Bank of Canada FI | 1,076 | $32K | 0.0% | +59.2% | 0.003% | |
7/25/2023 | Raymond James & Associates | 22,828 | $684K | 0.0% | -64.6% | 0.059% | |
7/21/2023 | Kovack Advisors Inc. | 7,400 | $222K | 0.0% | N/A | 0.019% | |
7/20/2023 | Clarity Financial LLC | 9,276 | $278K | 0.0% | N/A | 0.024% | |
7/20/2023 | O Brien Greene & Co. Inc | 141,612 | $4.24M | 0.5% | +200.0% | 0.369% | |
7/20/2023 | Towerpoint Wealth LLC | 27,951 | $837K | 0.5% | +3.5% | 0.073% | |
7/14/2023 | Adams Asset Advisors LLC | 612,951 | $18.36M | 2.7% | -8.6% | 1.597% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 9,803 | $294K | 0.0% | +21.1% | 0.026% | |