4/15/2024 | WealthCare Investment Partners LLC | 73,558 | $2.31M | 1.1% | +125.2% | 0.931% | |
2/15/2024 | Townsquare Capital LLC | 7,788 | $204K | 0.0% | -99.0% | 0.099% | |
2/15/2024 | OLD Mission Capital LLC | 39,456 | $1.03M | 0.0% | +250.9% | 0.499% | |
2/15/2024 | Citadel Advisors LLC | 117,951 | $3.09M | 0.0% | N/A | 1.493% | |
1/18/2024 | WealthCare Investment Partners LLC | 32,670 | $881K | 0.5% | +53.5% | 0.414% | |
1/9/2024 | Wallace Advisory Group LLC | 116,239 | $3.05M | 2.3% | +39.2% | 1.471% | |
|
11/15/2023 | Townsquare Capital LLC | 813,885 | $25.71M | 0.5% | +44.4% | 10.302% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 69,166 | $2.19M | 0.0% | +28.8% | 0.876% | |
11/14/2023 | Regimen Wealth LLC | 12,868 | $406K | 0.2% | +49.8% | 0.163% | |
11/14/2023 | Mather Group LLC. | 29,089 | $919K | 0.0% | +60.2% | 0.368% | |
11/13/2023 | LPL Financial LLC | 14,713 | $465K | 0.0% | N/A | 0.186% | |
11/13/2023 | Envestnet Asset Management Inc. | 17,229 | $544K | 0.0% | N/A | 0.218% | |
11/9/2023 | Alliance Wealth Advisors LLC UT | 114,803 | $3.63M | 1.3% | +63.5% | 1.453% | |
11/8/2023 | Sowell Financial Services LLC | 10,324 | $326K | 0.0% | N/A | 0.131% | |
11/7/2023 | Kingsview Wealth Management LLC | 60,702 | $1.92M | 0.1% | N/A | 0.768% | |
11/7/2023 | Great Valley Advisor Group Inc. | 28,976 | $915K | 0.0% | +18.0% | 0.367% | |
11/1/2023 | Orion Portfolio Solutions LLC | 83,318 | $2.63M | 0.0% | +402.8% | 1.055% | |
10/30/2023 | FirstPurpose Wealth LLC | 21,768 | $688K | 0.3% | +81.9% | 0.276% | |
10/30/2023 | Matrix Trust Co | 7,953 | $251K | 0.1% | +128.9% | 0.101% | |
10/27/2023 | Portside Wealth Group LLC | 212,485 | $6.71M | 1.3% | +58.7% | 2.690% | |
10/25/2023 | Wealth Management Solutions LLC | 15,202 | $480K | 0.3% | +45.3% | 0.192% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 229,005 | $7.23M | 0.0% | +80.0% | 2.899% | |
10/18/2023 | Private Trust Co. NA | 2,950 | $93K | 0.0% | N/A | 0.037% | |
10/16/2023 | 3EDGE Asset Management LP | 3,692,843 | $111.86M | 8.6% | +6.4% | 46.745% | |
10/11/2023 | Carnegie Capital Asset Management LLC | 7,892 | $249K | 0.0% | N/A | 0.100% | |
10/10/2023 | WealthCare Investment Partners LLC | 21,288 | $667K | 0.4% | +185.9% | 0.269% | |
10/5/2023 | Wallace Advisory Group LLC | 83,524 | $2.57M | 1.9% | N/A | 1.057% | |
9/1/2023 | Portside Wealth Group LLC | 133,911 | $4.12M | 0.3% | N/A | 1.695% | |
8/21/2023 | Osaic Holdings Inc. | 58,911 | $1.81M | 0.0% | -16.6% | 0.746% | |
8/14/2023 | Orion Portfolio Solutions LLC | 16,571 | $510K | 0.0% | N/A | 0.210% | |
8/10/2023 | Osaic Holdings Inc. | 58,911 | $1.81M | 0.0% | -16.6% | 0.746% | |
8/3/2023 | Wealth Management Solutions LLC | 10,462 | $322K | 0.2% | N/A | 0.209% | |
8/1/2023 | Portside Wealth Group LLC | 4,857,228 | $149.60M | 0.6% | N/A | 97.145% | |
7/24/2023 | Dfpg Investments LLC | 28,258 | $863K | 0.1% | N/A | 0.565% | |
7/21/2023 | FirstPurpose Wealth LLC | 11,966 | $369K | 0.2% | N/A | 0.239% | |
7/20/2023 | Baker Tilly Wealth Management LLC | 64,808 | $2.00M | 0.2% | N/A | 1.296% | |
7/19/2023 | Matrix Trust Co | 3,474 | $107K | 0.0% | N/A | 0.069% | |
7/14/2023 | 3EDGE Asset Management LP | 3,471,037 | $106.91M | 8.1% | N/A | 69.421% | |
7/13/2023 | WealthCare Investment Partners LLC | 7,447 | $229K | 0.1% | -11.7% | 0.149% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 127,248 | $3.92M | 0.0% | N/A | 2.545% | |
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7/11/2023 | EisnerAmper Wealth Management Corporate Benefits LLC | 90,041 | $2.77M | 1.3% | N/A | 1.801% | |
5/16/2023 | Jane Street Group LLC | 193,589 | $5.16M | 0.0% | -24.2% | 38.718% | |
5/12/2023 | OLD Mission Capital LLC | 40,075 | $1.07M | 0.0% | +217.0% | 8.015% | |
5/12/2023 | UBS Group AG | 1,646 | $44K | 0.0% | +125.2% | 0.329% | |
4/10/2023 | WealthCare Investment Partners LLC | 8,437 | $225K | 0.1% | -31.7% | 1.687% | |
2/15/2023 | Jane Street Group LLC | 255,314 | $6.20M | 0.0% | +349.3% | 28.368% | |
2/10/2023 | Bank of America Corp DE | 3,277 | $80K | 0.0% | +21.2% | 0.364% | |
2/1/2023 | Bank of Montreal Can | 10,216 | $253K | 0.0% | N/A | 1.135% | |
1/27/2023 | Advocacy Wealth Management Services LLC | 428,481 | $10.41M | 1.4% | +10.2% | 47.609% | |
1/25/2023 | Mayflower Financial Advisors LLC | 12,345 | $300K | 0.0% | N/A | 1.372% | |
1/19/2023 | Mayflower Financial Advisors LLC | 12,345 | $300K | 0.2% | N/A | 1.372% | |
11/16/2022 | Jane Street Group LLC | 56,820 | $1.65M | 0.0% | -34.9% | 5.682% | |
11/14/2022 | OLD Mission Capital LLC | 12,643 | $367K | 0.0% | N/A | 1.264% | |
10/17/2022 | WealthCare Investment Partners LLC | 15,467 | $449K | 0.4% | -26.2% | 1.933% | |
10/6/2022 | Advocacy Wealth Management Services LLC | 388,676 | $11.70M | 1.7% | +5.0% | 48.585% | |
8/16/2022 | Jane Street Group LLC | 87,311 | $2.53M | 0.0% | -11.9% | 10.914% | |
8/11/2022 | UBS Group AG | 1,168 | $34K | 0.0% | +2,190.2% | 0.146% | |
7/18/2022 | WealthCare Investment Partners LLC | 20,961 | $608K | 0.5% | -32.5% | 2.620% | |
7/6/2022 | Advocacy Wealth Management Services LLC | 370,238 | $10.73M | 1.7% | +2.1% | 46.280% | |
6/7/2022 | Bank of America Corp DE | 20,967 | $643K | 0.0% | +41.6% | 2.621% | |
5/17/2022 | Jane Street Group LLC | 99,069 | $3.04M | 0.0% | N/A | 12.384% | |
4/14/2022 | WealthCare Investment Partners LLC | 31,051 | $936K | 0.8% | -30.3% | 3.881% | |
4/4/2022 | Advocacy Wealth Management Services LLC | 362,708 | $11.24M | 2.0% | N/A | 45.339% | |
2/10/2022 | OLD Mission Capital LLC | 72,621 | $2.28M | 0.1% | -56.4% | 18.155% | |
2/7/2022 | WealthCare Investment Partners LLC | 44,527 | $1.40M | 1.4% | N/A | 11.132% | |
11/15/2021 | Franklin Resources Inc. | 15,000 | $482K | 0.0% | -80.0% | 3.750% | |
11/12/2021 | OLD Mission Capital LLC | 166,699 | $5.35M | 0.2% | -70.7% | 41.675% | |
5/18/2021 | Jane Street Group LLC | 91,291 | $2.82M | 0.0% | +31.7% | 11.411% | |
2/17/2021 | Jane Street Group LLC | 69,340 | $1.96M | 0.0% | -17.2% | 34.670% | |
11/17/2020 | Jane Street Group LLC | 83,736 | $2.11M | 0.0% | -15.2% | 41.868% | |
8/17/2020 | Jane Street Group LLC | 98,763 | $2.37M | 0.0% | +7.6% | 49.382% | |
5/15/2020 | Jane Street Group LLC | 91,820 | $1.94M | 0.0% | +16.0% | 45.910% | |