5/15/2025 | OLD Mission Capital LLC | 5,946 | $962K | 0.0% | -33.0% | 0.849% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 3,821 | $618K | 0.0% | +151.2% | 0.546% | |
2/13/2025 | Jaffetilchin Investment Partners LLC | 1,521 | $233K | 0.0% | +5.2% | 0.380% | |
2/12/2025 | OLD Mission Capital LLC | 8,877 | $1.36M | 0.0% | +105.8% | 2.219% | |
8/7/2024 | Wedbush Securities Inc. | 1,444 | $213K | 0.0% | -23.4% | 0.361% | |
5/20/2024 | Virtu Financial LLC | 5,425 | $811K | 0.1% | +52.0% | 1.356% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 2,100 | $314K | 0.0% | +10.5% | 0.525% | |
4/16/2024 | Weaver Consulting Group | 1,846 | $276K | 0.1% | -8.1% | 0.462% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 1,900 | $275K | 0.0% | -9.5% | 0.475% | |
2/26/2024 | Virtu Financial LLC | 3,568 | $517K | 0.0% | -27.9% | 0.892% | |
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2/13/2024 | Belpointe Asset Management LLC | 6,348 | $919K | 0.1% | -40.3% | 1.587% | |
2/9/2024 | CreativeOne Wealth LLC | 3,790 | $549K | 0.0% | +125.9% | 0.948% | |
2/7/2024 | Principal Securities Inc. | 412 | $60K | 0.0% | N/A | 0.103% | |
1/25/2024 | International Assets Investment Management LLC | 32,589 | $4.72M | 0.0% | N/A | 8.147% | |
1/24/2024 | International Assets Investment Management LLC | 32,589 | $4.72M | 0.0% | N/A | 8.147% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 2,100 | $281K | 0.0% | +10.5% | 0.525% | |
11/16/2023 | Belpointe Asset Management LLC | 10,636 | $1.43M | 0.1% | -46.0% | 2.659% | |
10/27/2023 | Carmel Capital Partners LLC | 252 | $34K | 0.0% | -54.3% | 0.063% | |
10/17/2023 | CreativeOne Wealth LLC | 1,678 | $225K | 0.0% | N/A | 0.420% | |
10/13/2023 | Weaver Consulting Group | 2,008 | $269K | 0.1% | -14.7% | 0.502% | |
7/31/2023 | LPL Financial LLC | 7,131 | $997K | 0.0% | -9.4% | 1.783% | |
7/27/2023 | Virtu Financial LLC | 3,931 | $550K | 0.0% | -56.1% | 0.983% | |
7/19/2023 | Weaver Consulting Group | 2,353 | $329K | 0.1% | -23.2% | 0.588% | |
5/16/2023 | Belpointe Asset Management LLC | 51,167 | $7.56M | 0.4% | +2.2% | 12.792% | |
5/9/2023 | Wedbush Securities Inc. | 6,528 | $965K | 0.0% | +84.7% | 1.632% | |
5/1/2023 | Virtu Financial LLC | 8,955 | $1.32M | 0.1% | -19.5% | 2.239% | |
4/25/2023 | QP Wealth Management LLC | 2,115 | $313K | 0.5% | +9.6% | 0.529% | |
3/6/2023 | OLD Mission Capital LLC | 7,606 | $1.12M | 0.0% | -6.2% | 1.902% | |
2/8/2023 | Belpointe Asset Management LLC | 50,066 | $7.36M | 0.4% | N/A | 12.517% | |
2/7/2023 | LPL Financial LLC | 8,344 | $1.23M | 0.0% | -64.9% | 2.086% | |
2/7/2023 | Envestnet Asset Management Inc. | 6,656 | $979K | 0.0% | N/A | 1.664% | |
1/31/2023 | Wedbush Securities Inc. | 3,535 | $520K | 0.0% | N/A | 0.884% | |
1/17/2023 | QP Wealth Management LLC | 1,930 | $284K | 0.4% | N/A | 0.483% | |
1/9/2023 | Weaver Consulting Group | 3,021 | $444K | 0.2% | -19.2% | 0.755% | |
11/23/2022 | Toroso Investments LLC | 4,052 | $579K | 0.0% | -95.0% | 1.013% | |
11/16/2022 | Kingsview Wealth Management LLC | 12,117 | $1.73M | 0.1% | N/A | 3.029% | |
11/14/2022 | OLD Mission Capital LLC | 8,105 | $1.16M | 0.0% | -91.5% | 2.026% | |
11/10/2022 | Credit Suisse AG | 9,681 | $1.38M | 0.0% | -95.0% | 2.420% | |
11/7/2022 | Virtu Financial LLC | 13,657 | $1.95M | 0.2% | -86.4% | 3.414% | |
10/26/2022 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 200 | $28K | 0.0% | -95.0% | 0.050% | |
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10/25/2022 | Janney Montgomery Scott LLC | 10,555 | $1.51M | 0.0% | -94.5% | 2.639% | |
10/21/2022 | Vanguard Capital Wealth Advisors | 2,050 | $293K | 0.4% | -96.7% | 0.513% | |
10/20/2022 | Gladstone Institutional Advisory LLC | 4,110 | $587K | 0.0% | -94.6% | 1.028% | |
10/17/2022 | 3EDGE Asset Management LP | 7,804 | $1.12M | 0.1% | N/A | 1.951% | |
10/13/2022 | FSC Wealth Advisors LLC | 328 | $47K | 0.5% | -95.8% | 0.082% | |
10/4/2022 | Weaver Consulting Group | 3,741 | $534K | 0.3% | -94.3% | 0.935% | |
9/9/2022 | B. Riley Wealth Management Inc. | 10,000 | $78K | 0.0% | N/A | 0.126% | |
8/13/2022 | Virtu Financial LLC | 100,321 | $785K | 0.1% | N/A | 1.263% | |
8/13/2022 | Visionary Wealth Advisors | 11,600 | $91K | 0.0% | N/A | 0.146% | |
8/5/2022 | OLD Mission Capital LLC | 95,217 | $745K | 0.0% | +8.7% | 1.199% | |
8/4/2022 | Vanguard Capital Wealth Advisors | 62,355 | $487K | 0.6% | -10.7% | 0.785% | |
8/4/2022 | Cavalier Investments LLC | 1,232,543 | $9.64M | 3.4% | +7.8% | 15.523% | |
8/3/2022 | Janney Montgomery Scott LLC | 190,859 | $1.50M | 0.0% | +10.8% | 2.404% | |
8/2/2022 | Cornerstone Advisory LLC | 41,474 | $324K | 0.1% | N/A | 0.522% | |
7/27/2022 | Dynamic Advisor Solutions LLC | 58,850 | $460K | 0.0% | -10.8% | 0.741% | |
7/21/2022 | Wedbush Securities Inc. | 220,209 | $1.72M | 0.1% | -4.8% | 2.773% | |
7/15/2022 | FSC Wealth Advisors LLC | 7,767 | $61K | 0.5% | -27.0% | 0.098% | |
7/13/2022 | Rockland Trust Co. | 48,578 | $380K | 0.0% | -46.0% | 0.612% | |
5/9/2022 | FSC Wealth Advisors LLC | 10,643 | $91K | 0.1% | +53.6% | 0.134% | |
5/6/2022 | Weaver Consulting Group | 64,768 | $552K | 0.3% | +18.0% | 0.816% | |
5/4/2022 | Advisor Group Holdings Inc. | 204,618 | $1.74M | 0.0% | N/A | 2.577% | |
5/4/2022 | Cavalier Investments LLC | 1,143,361 | $9.73M | 2.5% | +52.5% | 14.400% | |
5/4/2022 | Gladstone Institutional Advisory LLC | 78,077 | $665K | 0.0% | +7.5% | 0.983% | |
4/29/2022 | Vanguard Capital Wealth Advisors | 69,855 | $595K | 0.4% | -16.2% | 0.880% | |
4/19/2022 | Wedbush Securities Inc. | 231,357 | $1.97M | 0.1% | N/A | 2.914% | |
4/18/2022 | Rockland Trust Co. | 89,913 | $766K | 0.0% | -26.3% | 1.132% | |
4/11/2022 | Dynamic Advisor Solutions LLC | 65,950 | $562K | 0.0% | -1.9% | 0.831% | |
2/10/2022 | OLD Mission Capital LLC | 217,932 | $1.84M | 0.1% | N/A | 2.745% | |
2/9/2022 | Geneos Wealth Management Inc. | 16,930 | $143K | 0.0% | +69.3% | 0.213% | |
2/2/2022 | Vanguard Capital Wealth Advisors | 83,347 | $705K | 0.5% | -4.9% | 1.050% | |
2/2/2022 | Cavalier Investments LLC | 749,776 | $6.34M | 1.6% | +206.0% | 9.443% | |
2/1/2022 | Weaver Consulting Group | 54,890 | $464K | 0.2% | -30.9% | 0.691% | |
1/31/2022 | Carmel Capital Partners LLC | 10,840 | $92K | 0.1% | N/A | 0.137% | |
1/27/2022 | Rockland Trust Co. | 122,010 | $1.03M | 0.1% | -1.5% | 1.537% | |
1/27/2022 | Janney Montgomery Scott LLC | 177,923 | $1.51M | 0.0% | +25.4% | 2.241% | |
1/26/2022 | Dynamic Advisor Solutions LLC | 67,250 | $569K | 0.0% | +2.3% | 0.847% | |
11/16/2021 | Toroso Investments LLC | 46,024 | $384K | 0.0% | -6.3% | 0.580% | |
11/16/2021 | LPL Financial LLC | 199,551 | $1.67M | 0.0% | +35.3% | 2.513% | |
11/15/2021 | Royal Bank of Canada | 239,006 | $2.00M | 0.0% | -8.4% | 3.010% | |
11/2/2021 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 4,000 | $33K | 0.0% | +166.7% | 0.050% | |
11/2/2021 | Cavalier Investments LLC | 245,000 | $2.05M | 0.6% | +22.5% | 3.086% | |
11/1/2021 | Vanguard Capital Wealth Advisors | 87,660 | $732K | 0.5% | N/A | 1.104% | |
10/29/2021 | Janney Montgomery Scott LLC | 141,895 | $1.18M | 0.0% | -2.2% | 1.787% | |
10/28/2021 | Weaver Consulting Group | 79,435 | $663K | 0.4% | +30.4% | 1.000% | |
10/25/2021 | Rockland Trust Co. | 123,831 | $1.03M | 0.1% | N/A | 1.560% | |
8/16/2021 | Royal Bank of Canada | 261,040 | $2.23M | 0.0% | +6.4% | 3.288% | |
8/13/2021 | OLD Mission Capital LLC | 79,201 | $677K | 0.0% | N/A | 0.997% | |
8/13/2021 | Toroso Investments LLC | 49,128 | $420K | 0.0% | +2.7% | 0.619% | |
8/13/2021 | LPL Financial LLC | 147,519 | $1.26M | 0.0% | +95.9% | 1.858% | |
8/12/2021 | Advisory Services Network LLC | 19,461 | $166K | 0.0% | +15.7% | 0.245% | |
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8/10/2021 | Dynamic Advisor Solutions LLC | 66,500 | $569K | 0.0% | +46.2% | 0.838% | |
8/10/2021 | DCM Advisors LLC | 68,400 | $585K | 0.3% | +14.0% | 0.861% | |
7/31/2021 | Wedbush Securities Inc. | 111,985 | $957K | 0.0% | N/A | 1.410% | |
6/5/2021 | Advisory Services Network LLC | 16,822 | $147K | 0.0% | +293.8% | 0.212% | |
5/19/2021 | Virtu Financial LLC | 26,636 | $232K | 0.0% | N/A | 0.335% | |