3/14/2024 | Leo Wealth LLC | 12,026 | $220K | 0.0% | N/A | 0.132% | |
2/14/2024 | Royal Bank of Canada | 25,151 | $460K | 0.0% | -7.5% | 0.276% | |
2/13/2024 | Envestnet Asset Management Inc. | 18,230 | $334K | 0.0% | N/A | 0.200% | |
2/13/2024 | The Manufacturers Life Insurance Company | 10,621 | $194K | 0.0% | N/A | 0.117% | |
2/12/2024 | Stifel Financial Corp | 13,998 | $256K | 0.0% | N/A | 0.154% | |
2/6/2024 | Picton Mahoney Asset Management | 18,920 | $346K | 0.0% | +44.2% | 0.208% | |
|
2/6/2024 | National Bank of Canada FI | 3,895 | $70K | 0.0% | +389.9% | 0.043% | |
2/2/2024 | Glenorchy Capital Ltd | 72,450 | $1.33M | 0.5% | N/A | 0.796% | |
2/1/2024 | CWM LLC | 6,432 | $118K | 0.0% | +228.0% | 0.071% | |
1/30/2024 | Capital Analysts LLC | 2,384 | $44K | 0.0% | N/A | 0.026% | |
1/25/2024 | International Assets Investment Management LLC | 150,633 | $2.76M | 0.0% | N/A | 1.655% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 28,000 | $512K | 0.0% | -15.2% | 0.308% | |
1/24/2024 | International Assets Investment Management LLC | 150,633 | $2.76M | 0.0% | N/A | 1.655% | |
1/18/2024 | Global Retirement Partners LLC | 1,500 | $26K | 0.0% | -75.7% | 0.016% | |
1/18/2024 | GenTrust LLC | 122,344 | $2.24M | 0.1% | +9.1% | 1.344% | |
1/16/2024 | Raymond James & Associates | 24,785 | $454K | 0.0% | -2.6% | 0.272% | |
1/12/2024 | Apeiron RIA LLC | 28,375 | $519K | 0.2% | +10.3% | 0.312% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 56,136 | $1.08M | 0.0% | -42.3% | 0.617% | |
11/21/2023 | Comerica Bank | 2,851 | $55K | 0.0% | N/A | 0.031% | |
11/15/2023 | Toroso Investments LLC | 22,143 | $424K | 0.0% | N/A | 0.243% | |
11/15/2023 | Royal Bank of Canada | 27,201 | $522K | 0.0% | -23.8% | 0.299% | |
11/15/2023 | Scotia Capital Inc. | 29,335 | $562K | 0.0% | +11.8% | 0.322% | |
11/15/2023 | Ameriprise Financial Inc. | 73,638 | $1.41M | 0.0% | -65.3% | 0.809% | |
11/13/2023 | LPL Financial LLC | 186,793 | $3.58M | 0.0% | +69.9% | 2.053% | |
11/13/2023 | Invesco Ltd. | 872,800 | $16.72M | 0.0% | +15.8% | 9.591% | |
11/9/2023 | UBS Group AG | 106,457 | $2.04M | 0.0% | -31.9% | 1.170% | |
11/8/2023 | HighTower Advisors LLC | 209,479 | $4.01M | 0.0% | +12.6% | 2.302% | |
11/8/2023 | Barometer Capital Management Inc. | 33,000 | $632K | 0.2% | +140.9% | 0.363% | |
11/6/2023 | Picton Mahoney Asset Management | 13,120 | $251K | 0.0% | -64.7% | 0.144% | |
11/1/2023 | Daiwa Securities Group Inc. | 48,600 | $931K | 0.0% | +13.0% | 0.534% | |
10/26/2023 | Mirae Asset Global Investments Co. Ltd. | 33,000 | $632K | 0.0% | -8.3% | 0.363% | |
10/24/2023 | Legacy Financial Group LLC | 1,541 | $30K | 0.0% | N/A | 0.017% | |
10/24/2023 | Raymond James & Associates | 25,436 | $487K | 0.0% | -30.6% | 0.280% | |
10/23/2023 | Commonwealth Equity Services LLC | 12,735 | $244K | 0.0% | -31.2% | 0.140% | |
10/19/2023 | Apeiron RIA LLC | 25,734 | $493K | 0.2% | +6.4% | 0.283% | |
10/19/2023 | WestEnd Advisors LLC | 1,517 | $29K | 0.0% | N/A | 0.017% | |
10/19/2023 | Private Wealth Advisors LLC | 180,906 | $3.47M | 1.5% | -1.1% | 1.988% | |
10/13/2023 | PFG Advisors | 10,162 | $195K | 0.0% | -25.2% | 0.112% | |
10/11/2023 | Ronald Blue Trust Inc. | 4,458 | $80K | 0.0% | N/A | 0.049% | |
10/11/2023 | AE Wealth Management LLC | 37,232 | $713K | 0.0% | +6.5% | 0.409% | |
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10/11/2023 | CWM LLC | 1,961 | $38K | 0.0% | +1,547.9% | 0.022% | |
10/11/2023 | GenTrust LLC | 112,144 | $2.15M | 0.2% | -5.8% | 1.232% | |
8/21/2023 | Osaic Holdings Inc. | 52,432 | $941K | 0.0% | -25.1% | 0.576% | |
8/16/2023 | GTS Securities LLC | 16,649 | $299K | 0.0% | N/A | 0.183% | |
8/15/2023 | Wells Fargo & Company MN | 61,225 | $1.10M | 0.0% | -66.3% | 0.673% | |
8/15/2023 | Cornerstone Planning Group LLC | 2,567 | $46K | 0.0% | N/A | 0.028% | |
8/15/2023 | IHT Wealth Management LLC | 13,750 | $247K | 0.0% | -8.0% | 0.151% | |
8/15/2023 | Royal Bank of Canada | 35,677 | $640K | 0.0% | -13.1% | 0.392% | |
8/14/2023 | Cerity Partners LLC | 11,195 | $201K | 0.0% | -11.3% | 0.123% | |
8/14/2023 | Prelude Capital Management LLC | 40,000 | $718K | 0.0% | +100.0% | 0.440% | |
8/11/2023 | Pinebridge Investments L.P. | 196,507 | $3.53M | 0.0% | -33.4% | 2.159% | |
8/11/2023 | JPMorgan Chase & Co. | 44,783 | $804K | 0.0% | -4.1% | 0.492% | |
8/10/2023 | Osaic Holdings Inc. | 52,432 | $941K | 0.0% | -25.1% | 0.576% | |
8/10/2023 | Commonwealth Equity Services LLC | 18,512 | $332K | 0.0% | -6.7% | 0.203% | |
8/10/2023 | Mirae Asset Global Investments Co. Ltd. | 36,000 | $646K | 0.0% | +5.9% | 0.396% | |
8/10/2023 | Cetera Advisor Networks LLC | 14,884 | $267K | 0.0% | N/A | 0.164% | |
8/9/2023 | Flow Traders U.S. LLC | 22,157 | $398K | 0.0% | -43.7% | 0.243% | |
8/4/2023 | Envestnet Asset Management Inc. | 10,790 | $194K | 0.0% | -15.9% | 0.119% | |
8/3/2023 | Scotia Capital Inc. | 26,235 | $471K | 0.0% | +2.7% | 0.288% | |
8/3/2023 | Picton Mahoney Asset Management | 37,150 | $667K | 0.0% | -66.3% | 0.408% | |
8/2/2023 | Bank of Montreal Can | 2,000 | $37K | 0.0% | N/A | 0.018% | |
7/31/2023 | LPL Financial LLC | 109,922 | $1.97M | 0.0% | +12.9% | 1.008% | |
7/31/2023 | Daiwa Securities Group Inc. | 43,000 | $772K | 0.0% | +22.2% | 0.394% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 97,206 | $1.75M | 0.0% | -2.9% | 0.892% | |
7/25/2023 | Raymond James & Associates | 36,655 | $658K | 0.0% | +4.0% | 0.336% | |
7/25/2023 | Leo Brokerage LLC | 12,166 | $218K | 0.0% | -28.4% | 0.112% | |
7/20/2023 | Private Wealth Advisors LLC | 182,850 | $3.28M | 1.3% | +0.8% | 1.678% | |
7/20/2023 | Apeiron RIA LLC | 24,186 | $434K | 0.1% | +4.9% | 0.222% | |
7/20/2023 | PFG Advisors | 13,591 | $244K | 0.0% | -9.3% | 0.125% | |
7/10/2023 | AE Wealth Management LLC | 34,966 | $628K | 0.0% | +11.9% | 0.321% | |
5/23/2023 | Toroso Investments LLC | 51,876 | $1.05M | 0.0% | N/A | 0.457% | |
5/22/2023 | Ameriprise Financial Inc. | 315,281 | $6.37M | 0.0% | -10.8% | 2.778% | |
5/18/2023 | JPMorgan Chase & Co. | 46,708 | $943K | 0.0% | +7.3% | 0.412% | |
5/17/2023 | B. Riley Wealth Advisors Inc. | 100,112 | $2.02M | 0.1% | N/A | 0.882% | |
5/17/2023 | Advisory Services Network LLC | 247,034 | $4.99M | 0.1% | +18,800.8% | 2.177% | |
5/16/2023 | Belpointe Asset Management LLC | 1,835 | $37K | 0.0% | -45.0% | 0.016% | |
5/15/2023 | Partners Capital Investment Group LLP | 174,394 | $3.52M | 0.2% | N/A | 1.537% | |
5/15/2023 | Flow Traders U.S. LLC | 39,333 | $795K | 0.0% | +35.5% | 0.347% | |
5/12/2023 | OLD Mission Capital LLC | 31,717 | $641K | 0.0% | -68.9% | 0.279% | |
5/12/2023 | Stifel Financial Corp | 14,887 | $301K | 0.0% | N/A | 0.131% | |
5/12/2023 | Bank of America Corp DE | 204,161 | $4.12M | 0.0% | +57.7% | 1.799% | |
5/12/2023 | UBS Group AG | 184,228 | $3.72M | 0.0% | +64.8% | 1.623% | |
5/12/2023 | NewEdge Advisors LLC | 58,475 | $1.18M | 0.0% | +4,276.9% | 0.515% | |
5/12/2023 | Dark Forest Capital Management LP | 25,010 | $505K | 0.1% | N/A | 0.220% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 19,909 | $402K | 0.0% | -62.7% | 0.175% | |
5/11/2023 | Envestnet Asset Management Inc. | 12,828 | $259K | 0.0% | -10.0% | 0.113% | |
5/11/2023 | Commonwealth Equity Services LLC | 19,848 | $400K | 0.0% | +32.9% | 0.175% | |
5/11/2023 | Scotia Capital Inc. | 25,555 | $516K | 0.0% | -15.3% | 0.225% | |
5/10/2023 | LPL Financial LLC | 97,322 | $1.97M | 0.0% | +11.4% | 0.857% | |
5/10/2023 | Coppell Advisory Solutions LLC | 15,922 | $322K | 0.1% | N/A | 0.140% | |
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5/8/2023 | Picton Mahoney Asset Management | 110,220 | $2.23M | 0.1% | +10.7% | 0.971% | |
5/8/2023 | Sigma Planning Corp | 41,811 | $845K | 0.0% | N/A | 0.368% | |
5/4/2023 | Mirae Asset Global Investments Co. Ltd. | 34,000 | $687K | 0.0% | -25.3% | 0.300% | |
5/2/2023 | Leo Brokerage LLC | 16,988 | $343K | 0.1% | N/A | 0.150% | |
5/2/2023 | Daiwa Securities Group Inc. | 35,200 | $711K | 0.0% | +2.9% | 0.310% | |
4/28/2023 | U S Global Investors Inc. | 2,000 | $40K | 0.0% | N/A | 0.018% | |
4/25/2023 | Private Wealth Advisors LLC | 181,328 | $3.66M | 1.5% | -4.0% | 1.598% | |
4/21/2023 | PFG Advisors | 14,985 | $303K | 0.0% | -4.4% | 0.131% | |
4/18/2023 | Genesee Capital Advisors LLC | 138,007 | $2.79M | 2.0% | N/A | 1.211% | |
4/17/2023 | Ronald Blue Trust Inc. | 6,094 | $119K | 0.0% | +285.2% | 0.053% | |