4/17/2024 | Baker Ellis Asset Management LLC | 2,700 | $266K | 0.0% | -15.6% | 0.169% | |
2/13/2024 | Envestnet Asset Management Inc. | 2,865 | $303K | 0.0% | N/A | 0.179% | |
2/9/2024 | US Bancorp DE | 1,809 | $191K | 0.0% | +80.9% | 0.113% | |
2/9/2024 | InterOcean Capital Group LLC | 20,598 | $2.18M | 0.1% | -26.5% | 1.287% | |
2/1/2024 | NewSquare Capital LLC | 16,444 | $1.74M | 0.2% | +3.5% | 1.028% | |
1/25/2024 | International Assets Investment Management LLC | 3,915 | $414K | 0.0% | N/A | 0.245% | |
|
1/24/2024 | International Assets Investment Management LLC | 3,915 | $414K | 0.0% | N/A | 0.245% | |
1/23/2024 | Baker Ellis Asset Management LLC | 3,200 | $338K | 0.1% | -8.6% | 0.200% | |
11/21/2023 | Comerica Bank | 1,680 | $163K | 0.0% | N/A | 0.105% | |
11/14/2023 | Qube Research & Technologies Ltd | 586 | $57K | 0.0% | N/A | 0.037% | |
11/13/2023 | LPL Financial LLC | 2,500 | $243K | 0.0% | -72.2% | 0.156% | |
11/8/2023 | HighTower Advisors LLC | 25,878 | $2.51M | 0.0% | +5.5% | 1.617% | |
11/3/2023 | NewSquare Capital LLC | 15,885 | $1.54M | 0.2% | +2.6% | 0.993% | |
10/23/2023 | Commonwealth Equity Services LLC | 2,752 | $267K | 0.0% | -4.0% | 0.172% | |
10/16/2023 | Naples Global Advisors LLC | 5,075 | $493K | 0.1% | -3.8% | 0.317% | |
8/21/2023 | Osaic Holdings Inc. | 2,030 | $202K | 0.0% | -11.6% | 0.127% | |
8/15/2023 | Wells Fargo & Company MN | 2,447 | $243K | 0.0% | +15.3% | 0.153% | |
8/15/2023 | Captrust Financial Advisors | 31,472 | $3.13M | 0.0% | N/A | 1.967% | |
8/15/2023 | Beacon Pointe Advisors LLC | 2,320 | $231K | 0.0% | -45.7% | 0.145% | |
8/11/2023 | Cibc World Market Inc. | 37,961 | $3.78M | 0.0% | +7.8% | 2.373% | |
8/10/2023 | Osaic Holdings Inc. | 5,968 | $198K | 0.0% | +159.8% | 0.362% | |
8/10/2023 | Commonwealth Equity Services LLC | 2,867 | $285K | 0.0% | N/A | 0.174% | |
8/9/2023 | Flow Traders U.S. LLC | 13,127 | $1.31M | 0.1% | -19.1% | 0.796% | |
8/4/2023 | Simplex Trading LLC | 810 | $80K | 0.0% | +1,025.0% | 0.049% | |
8/3/2023 | NewSquare Capital LLC | 15,483 | $1.54M | 0.2% | +4.9% | 0.938% | |
8/3/2023 | RFG Advisory LLC | 5,082 | $505K | 0.0% | -4.7% | 0.308% | |
7/31/2023 | LPL Financial LLC | 9,009 | $896K | 0.0% | -3.4% | 0.546% | |
7/25/2023 | UMB Bank n.a. | 300 | $30K | 0.0% | N/A | 0.018% | |
7/10/2023 | Telemus Capital LLC | 2,685 | $267K | 0.0% | -19.2% | 0.163% | |
5/16/2023 | Jane Street Group LLC | 4,522 | $440K | 0.0% | -87.9% | 0.221% | |
5/15/2023 | Flow Traders U.S. LLC | 16,228 | $1.58M | 0.1% | +270.3% | 0.792% | |
5/12/2023 | Bank of America Corp DE | 5,575 | $543K | 0.0% | -83.5% | 0.272% | |
5/12/2023 | UBS Group AG | 2,344 | $228K | 0.0% | -47.2% | 0.114% | |
5/12/2023 | HighTower Advisors LLC | 24,870 | $2.42M | 0.0% | +1.9% | 1.213% | |
5/10/2023 | LPL Financial LLC | 9,324 | $908K | 0.0% | -45.9% | 0.455% | |
5/2/2023 | Venturi Wealth Management LLC | 498 | $49K | 0.0% | N/A | 0.024% | |
4/28/2023 | Ameritas Advisory Services LLC | 400 | $40K | 0.0% | N/A | 0.020% | |
4/17/2023 | Naples Global Advisors LLC | 5,335 | $520K | 0.1% | +23.1% | 0.260% | |
4/14/2023 | AE Wealth Management LLC | 8,243 | $803K | 0.0% | +1.6% | 0.402% | |
4/11/2023 | Telemus Capital LLC | 3,325 | $324K | 0.0% | +3.9% | 0.162% | |
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4/4/2023 | Authentikos Wealth Advisory LLC | 7,725 | $746K | 0.8% | N/A | 0.336% | |
2/15/2023 | Belvedere Trading LLC | 6,400 | $618K | 0.0% | N/A | 0.278% | |
2/15/2023 | Morgan Stanley | 47,073 | $4.54M | 0.0% | +42.7% | 2.047% | |
2/15/2023 | Evergreen Capital Management LLC | 96,512 | $9.31M | 0.4% | -1.4% | 4.196% | |
2/15/2023 | Flow Traders U.S. LLC | 4,382 | $423K | 0.0% | -81.5% | 0.191% | |
2/14/2023 | Quantitative Advantage LLC | 33,738 | $3.26M | 0.5% | -4.6% | 1.467% | |
2/13/2023 | Baird Financial Group Inc. | 3,360 | $324K | 0.0% | N/A | 0.146% | |
2/13/2023 | Wells Fargo & Company MN | 7,973 | $769K | 0.0% | -32.6% | 0.347% | |
2/13/2023 | Atria Wealth Solutions Inc. | 3,475 | $335K | 0.0% | -21.8% | 0.151% | |
2/10/2023 | Bank of America Corp DE | 33,694 | $3.25M | 0.0% | +503.0% | 1.465% | |
2/10/2023 | Advisor Group Holdings Inc. | 4,798 | $463K | 0.0% | +183.1% | 0.209% | |
2/8/2023 | UBS Group AG | 4,437 | $428K | 0.0% | -39.9% | 0.193% | |
2/8/2023 | InterOcean Capital Group LLC | 30,581 | $2.95M | 0.1% | -8.7% | 1.330% | |
2/7/2023 | LPL Financial LLC | 17,241 | $1.66M | 0.0% | +117.7% | 0.750% | |
2/7/2023 | IFP Advisors Inc | 1,218 | $119K | 0.0% | +133.3% | 0.053% | |
2/7/2023 | Envestnet Asset Management Inc. | 3,383 | $326K | 0.0% | -3.1% | 0.147% | |
2/7/2023 | NewSquare Capital LLC | 14,815 | $1.43M | 0.2% | N/A | 0.644% | |
1/31/2023 | AE Wealth Management LLC | 8,115 | $783K | 0.0% | N/A | 0.353% | |
1/26/2023 | Empowered Funds LLC | 8,184 | $790K | 0.1% | N/A | 0.356% | |
1/23/2023 | Jmac Enterprises LLC | 11,732 | $1.13M | 0.3% | -33.2% | 0.510% | |
11/15/2022 | Nvwm LLC | 4,546 | $411K | 0.2% | N/A | 0.207% | |
11/15/2022 | Evergreen Capital Management LLC | 97,921 | $8.86M | 0.5% | -2.0% | 3.997% | |
11/15/2022 | Flow Traders U.S. LLC | 23,678 | $2.14M | 0.1% | N/A | 0.966% | |
11/15/2022 | Baker Ellis Asset Management LLC | 3,500 | $317K | 0.1% | +16.7% | 0.143% | |
11/14/2022 | Royal Bank of Canada | 3,539 | $321K | 0.0% | +95.1% | 0.144% | |
11/14/2022 | Transamerica Financial Advisors Inc. | 10,538 | $954K | 0.1% | -11.7% | 0.430% | |
11/10/2022 | Envestnet Asset Management Inc. | 3,491 | $316K | 0.0% | +53.9% | 0.142% | |
11/10/2022 | RFG Advisory LLC | 5,332 | $483K | 0.0% | +3.4% | 0.218% | |
11/10/2022 | UBS Group AG | 7,382 | $667K | 0.0% | -93.3% | 0.301% | |
11/8/2022 | IFP Advisors Inc | 522 | $51K | 0.0% | +108.0% | 0.021% | |
10/24/2022 | First City Capital Management Inc. | 2,500 | $226K | 0.1% | -80.4% | 0.102% | |
10/20/2022 | Jmac Enterprises LLC | 17,556 | $1.59M | 0.4% | +2.3% | 0.702% | |
10/11/2022 | Telemus Capital LLC | 3,200 | $289K | 0.0% | +4.1% | 0.145% | |
8/15/2022 | Atria Wealth Solutions Inc. | 9,825 | $922K | 0.0% | -41.0% | 0.418% | |
8/15/2022 | InterOcean Capital Group LLC | 33,541 | $3.15M | 0.1% | +16.2% | 1.427% | |
8/12/2022 | LPL Financial LLC | 11,425 | $1.07M | 0.0% | -23.6% | 0.486% | |
8/11/2022 | Beacon Pointe Advisors LLC | 5,620 | $528K | 0.0% | +15.4% | 0.239% | |
8/11/2022 | Quantitative Advantage LLC | 35,314 | $3.31M | 0.6% | +4.9% | 1.503% | |
8/11/2022 | UBS Group AG | 109,428 | $10.26M | 0.0% | +5,181.3% | 4.657% | |
8/10/2022 | Cibc World Market Inc. | 33,348 | $3.13M | 0.0% | -30.4% | 1.419% | |
8/8/2022 | Oppenheimer & Co. Inc. | 2,156 | $202K | 0.0% | -27.7% | 0.092% | |
8/5/2022 | Scotia Capital Inc. | 5,510 | $517K | 0.0% | N/A | 0.234% | |
8/4/2022 | Cornerstone Wealth Management LLC | 3,314 | $311K | 0.0% | N/A | 0.141% | |
8/3/2022 | Envestnet Asset Management Inc. | 2,269 | $213K | 0.0% | N/A | 0.097% | |
7/25/2022 | Jmac Enterprises LLC | 17,159 | $1.61M | 0.4% | +17.3% | 0.673% | |
7/22/2022 | Baker Ellis Asset Management LLC | 3,000 | $281K | 0.1% | -14.3% | 0.113% | |
7/21/2022 | First City Capital Management Inc. | 12,750 | $1.20M | 0.7% | -23.9% | 0.472% | |
6/7/2022 | Bank of America Corp DE | 7,413 | $721K | 0.0% | +1.7% | 0.280% | |
5/17/2022 | Beacon Pointe Advisors LLC | 4,870 | $473K | 0.0% | N/A | 0.199% | |
5/17/2022 | Quantitative Advantage LLC | 33,676 | $3.27M | 0.5% | +17.0% | 1.375% | |
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5/17/2022 | Royal Bank of Canada | 2,079 | $202K | 0.0% | -5.2% | 0.085% | |
5/17/2022 | Evergreen Capital Management LLC | 95,106 | $9.25M | 0.4% | N/A | 3.882% | |
5/16/2022 | Atria Wealth Solutions Inc. | 16,645 | $1.62M | 0.0% | N/A | 0.679% | |
5/16/2022 | UBS Group AG | 2,072 | $201K | 0.0% | -22.9% | 0.085% | |
5/12/2022 | Cibc World Market Inc. | 47,913 | $4.66M | 0.0% | +30.8% | 1.917% | |
5/12/2022 | Oppenheimer & Co. Inc. | 2,983 | $290K | 0.0% | -44.1% | 0.117% | |
5/11/2022 | Nvwm LLC | 8,676 | $843K | 0.3% | N/A | 0.327% | |
5/11/2022 | Raymond James & Associates | 2,115 | $206K | 0.0% | -49.3% | 0.080% | |
5/11/2022 | InterOcean Capital Group LLC | 28,867 | $2.81M | 0.1% | +9.9% | 1.089% | |
5/9/2022 | Interactive Financial Advisors | 116,541 | $11.33M | 5.3% | +10.6% | 4.398% | |