4/12/2024 | Worth Asset Management LLC | 39,913 | $719K | 0.4% | -22.6% | 0.335% | |
2/14/2024 | VitalStone Financial LLC | 2,795 | $47K | 0.0% | +5,173.6% | 0.023% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 70,189 | $1.19M | 1.2% | N/A | 0.590% | |
2/9/2024 | AXS Investments LLC | 29,955 | $508K | 0.1% | -27.9% | 0.252% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 43,296 | $734K | 0.0% | +8.4% | 0.364% | |
2/7/2024 | Ethos Financial Group LLC | 18,763 | $338K | 0.1% | -95.6% | 0.158% | |
|
1/11/2024 | Worth Asset Management LLC | 51,594 | $875K | 0.6% | +26.4% | 0.434% | |
10/31/2023 | Triumph Capital Management | 53,591 | $1.06M | 0.5% | N/A | 0.450% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 39,951 | $793K | 0.0% | -10.1% | 0.336% | |
10/11/2023 | Worth Asset Management LLC | 40,802 | $810K | 0.7% | +656.0% | 0.343% | |
8/15/2023 | Captrust Financial Advisors | 264,042 | $4.95M | 0.0% | N/A | 2.219% | |
8/11/2023 | JPMorgan Chase & Co. | 4,889 | $92K | 0.0% | +52.0% | 0.041% | |
8/10/2023 | AXS Investments LLC | 41,840 | $785K | 0.2% | +2,647.2% | 0.352% | |
8/9/2023 | AGF Management Ltd. | 14,979 | $281K | 0.0% | -42.9% | 0.126% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 44,428 | $833K | 0.0% | +2.2% | 0.233% | |
7/11/2023 | Worth Asset Management LLC | 5,397 | $101K | 0.1% | -95.1% | 0.028% | |
5/18/2023 | JPMorgan Chase & Co. | 3,217 | $66K | 0.0% | +563.3% | 0.017% | |
5/12/2023 | AXS Investments LLC | 1,523 | $31K | 0.0% | -58.1% | 0.007% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 43,476 | $887K | 0.0% | -44.5% | 0.208% | |
5/8/2023 | L.M. Kohn & Company | 21,975 | $448K | 0.2% | +59.3% | 0.105% | |
5/5/2023 | Wayfinding Financial LLC | 21,949 | $447K | 0.3% | N/A | 0.105% | |
5/3/2023 | AGF Management Ltd. | 26,236 | $535K | 0.0% | N/A | 0.126% | |
5/2/2023 | AMJ Financial Wealth Management | 167,554 | $3.42M | 2.2% | -47.7% | 0.802% | |
5/2/2023 | Arkadios Wealth Advisors | 12,075 | $246K | 0.0% | N/A | 0.058% | |
4/20/2023 | Ethos Financial Group LLC | 423,522 | $8.64M | 2.7% | -30.3% | 2.026% | |
4/12/2023 | Worth Asset Management LLC | 111,257 | $2.27M | 1.7% | -29.2% | 0.532% | |
3/6/2023 | OLD Mission Capital LLC | 3,500 | $74K | 0.0% | N/A | 0.017% | |
2/22/2023 | Kovack Advisors Inc. | 24,408 | $518K | 0.1% | N/A | 0.114% | |
2/13/2023 | AXS Investments LLC | 3,636 | $77K | 0.0% | N/A | 0.017% | |
2/13/2023 | Wintrust Investments LLC | 28,355 | $601K | 0.1% | +93.7% | 0.133% | |
2/10/2023 | CoreCap Advisors LLC | 114,771 | $2.43M | 0.2% | -1.7% | 0.536% | |
2/9/2023 | Ethos Financial Group LLC | 607,480 | $13.01M | 4.4% | N/A | 2.839% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 78,295 | $1.66M | 0.0% | -50.5% | 0.366% | |
2/7/2023 | Toronto Dominion Bank | 22,264 | $472K | 0.0% | N/A | 0.104% | |
2/1/2023 | AMJ Financial Wealth Management | 320,321 | $6.79M | 4.0% | +2.3% | 1.497% | |
1/13/2023 | Worth Asset Management LLC | 157,093 | $3.33M | 2.3% | +84.7% | 0.829% | |
11/15/2022 | Adalta Capital Management LLC | 15,500 | $315K | 0.2% | N/A | 0.086% | |
11/4/2022 | AMJ Financial Wealth Management | 313,071 | $6.37M | 4.1% | N/A | 1.820% | |
10/19/2022 | Empirical Asset Management LLC | 53,550 | $1.09M | 1.2% | +3.9% | 0.358% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 158,119 | $3.22M | 0.0% | N/A | 1.017% | |
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10/7/2022 | Worth Asset Management LLC | 85,048 | $1.73M | 1.3% | -18.2% | 0.554% | |
7/21/2022 | Savior LLC | 1,174 | $26K | 0.0% | N/A | 0.012% | |
7/18/2022 | Empirical Asset Management LLC | 51,558 | $1.12M | 1.2% | +19.2% | 0.551% | |
7/8/2022 | Worth Asset Management LLC | 103,942 | $2.26M | 1.5% | +88.2% | 1.245% | |
6/15/2022 | Adalta Capital Management LLC | 17,500 | $321K | 0.2% | N/A | 0.297% | |
5/13/2022 | Worth Asset Management LLC | 55,233 | $1.15M | 0.8% | N/A | 0.837% | |
5/6/2022 | Empirical Asset Management LLC | 43,242 | $793K | 0.8% | +19.3% | 0.670% | |
1/18/2022 | Accel Wealth Management | 4,370 | $78K | 0.0% | N/A | 0.069% | |
1/12/2022 | IFP Advisors Inc | 13,019 | $235K | 0.0% | -46.9% | 0.205% | |
11/10/2021 | AGF Investments LLC | 3,992 | $68K | 0.0% | +19.4% | 0.069% | |
10/6/2021 | IFP Advisors Inc | 24,521 | $419K | 0.0% | +2.9% | 0.423% | |
7/31/2021 | IFP Advisors Inc | 23,839 | $406K | 0.0% | -5.4% | 0.404% | |
5/14/2021 | AGF Investments LLC | 3,268 | $56K | 0.0% | -91.0% | 0.056% | |
5/13/2021 | Proequities Inc. | 27,246 | $467K | 0.0% | -48.2% | 0.466% | |
4/30/2021 | IFP Advisors Inc | 25,212 | $431K | 0.0% | -13.1% | 0.427% | |
2/17/2021 | Adalta Capital Management LLC | 123,007 | $2.35M | 1.5% | +16.7% | 1.745% | |
2/13/2021 | Ancora Advisors LLC | 3,331 | $64K | 0.0% | +38.3% | 0.047% | |
2/8/2021 | AGF Investments LLC | 36,174 | $690K | 0.1% | +71.7% | 0.513% | |
2/2/2021 | Proequities Inc. | 52,626 | $1.00M | 0.1% | +20.2% | 0.752% | |
1/25/2021 | IFP Advisors Inc | 29,021 | $553K | 0.0% | -3.2% | 0.418% | |
11/17/2020 | Adalta Capital Management LLC | 105,372 | $2.49M | 1.8% | +24.1% | 1.232% | |
10/29/2020 | IFP Advisors Inc | 29,969 | $709K | 0.0% | +16.0% | 0.333% | |
10/29/2020 | Cambridge Investment Research Advisors Inc. | 13,978 | $330K | 0.0% | N/A | 0.155% | |
8/5/2020 | IFP Advisors Inc | 25,841 | $627K | 0.0% | +163.9% | 0.278% | |
7/9/2020 | Carroll Financial Associates Inc. | 2,460 | $59K | 0.0% | N/A | 0.031% | |
6/16/2020 | Royal Bank of Canada | 1,195 | $31K | 0.0% | -64.8% | 0.019% | |
6/1/2020 | Waterloo Capital L.P. | 12,280 | $315K | 0.2% | N/A | 0.183% | |
5/18/2020 | Adalta Capital Management LLC | 42,550 | $1.09M | 1.0% | N/A | 0.655% | |
5/18/2020 | Advisor Group Holdings Inc. | 495,216 | $12.72M | 0.1% | N/A | 7.619% | |
5/12/2020 | Moors & Cabot Inc. | 9,000 | $231K | 0.0% | N/A | 0.141% | |
5/11/2020 | Commonwealth Equity Services LLC | 52,341 | $1.34M | 0.0% | N/A | 0.824% | |
5/11/2020 | Kingsview Wealth Management LLC | 52,950 | $1.36M | 0.2% | -33.0% | 0.834% | |
5/8/2020 | AGF Investments LLC | 2,767 | $71K | 0.0% | -89.4% | 0.044% | |
5/8/2020 | First Allied Advisory Services Inc. | 73,717 | $1.89M | 0.1% | +22.7% | 1.170% | |
5/7/2020 | Dynamic Advisor Solutions LLC | 49,933 | $1.28M | 0.2% | -72.4% | 0.793% | |
5/7/2020 | AE Wealth Management LLC | 19,548 | $502K | 0.0% | N/A | 0.310% | |
5/4/2020 | SkyOak Wealth LLC | 14,389 | $370K | 0.2% | N/A | 0.232% | |
4/24/2020 | FundX Investment Group LLC | 15,000 | $385K | 0.1% | N/A | 0.259% | |
4/17/2020 | Old Port Advisors | 8,354 | $215K | 0.1% | N/A | 0.172% | |
2/14/2020 | Goldman Sachs Group Inc. | 24,674 | $547K | 0.0% | -6.1% | 0.307% | |