8/1/2025 | Solstein Capital LLC | 3,895 | $392K | 0.2% | N/A | 0.076% | |
8/1/2025 | Envestnet Asset Management Inc. | 5,060 | $509K | 0.0% | +22.6% | 0.098% | |
7/31/2025 | Anthracite Investment Company Inc. | 19,000 | $1.91M | 1.0% | +18.8% | 0.370% | |
7/31/2025 | Linden Thomas Advisory Services LLC | 6,309 | $635K | 0.1% | +73.9% | 0.123% | |
7/28/2025 | Mutual Advisors LLC | 4,529 | $506K | 0.0% | +27.1% | 0.088% | |
7/22/2025 | Belpointe Asset Management LLC | 20,981 | $2.11M | 0.1% | N/A | 0.408% | |
7/21/2025 | Fortis Capital Advisors LLC | 20,981 | $2.11M | 0.4% | N/A | 0.408% | |
7/17/2025 | HB Wealth Management LLC | 2,095 | $211K | 0.0% | N/A | 0.041% | |
7/15/2025 | Alhambra Investment Management LLC | 15,838 | $1.59M | 0.8% | N/A | 0.308% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 3,618 | $376K | 0.0% | -14.9% | 0.073% | |
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7/8/2025 | Gradient Investments LLC | 41,129 | $4.14M | 0.1% | +9.9% | 0.825% | |
7/3/2025 | Arvest Investments Inc. | 20,879 | $2.10M | 0.3% | -2.0% | 0.419% | |
5/22/2025 | Mattson Financial Services LLC | 279 | $25K | 0.0% | N/A | 0.007% | |
5/19/2025 | Jane Street Group LLC | 2,428 | $220K | 0.0% | -95.0% | 0.062% | |
5/16/2025 | Jones Financial Companies Lllp | 8,374 | $758K | 0.0% | +10,367.5% | 0.215% | |
5/15/2025 | Royal Bank of Canada | 12,597 | $1.14M | 0.0% | -3.4% | 0.324% | |
5/15/2025 | Evergreen Capital Management LLC | 41,902 | $3.79M | 0.1% | -6.1% | 1.077% | |
5/14/2025 | Napa Wealth Management | 5,690 | $515K | 0.3% | N/A | 0.146% | |
5/12/2025 | Private Wealth Advisors LLC | 12,204 | $1.11M | 0.4% | +2.2% | 0.314% | |
5/12/2025 | National Bank of Canada FI | 6,293 | $570K | 0.0% | +15.1% | 0.162% | |
5/7/2025 | LPL Financial LLC | 43,080 | $3.90M | 0.0% | +15.1% | 1.107% | |
5/6/2025 | Cetera Investment Advisers | 4,198 | $380K | 0.0% | +26.8% | 0.108% | |
4/30/2025 | Linden Thomas Advisory Services LLC | 3,628 | $329K | 0.0% | +14.2% | 0.093% | |
4/29/2025 | Envestnet Asset Management Inc. | 4,126 | $374K | 0.0% | -73.7% | 0.106% | |
4/29/2025 | SMART Wealth LLC | 2,888 | $262K | 0.1% | -14.3% | 0.074% | |
4/28/2025 | Rossby Financial LCC | 2,000 | $172K | 0.1% | N/A | 0.051% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 4,250 | $385K | 0.0% | -3.3% | 0.104% | |
4/15/2025 | Arvest Investments Inc. | 21,303 | $1.93M | 0.3% | -1.0% | 0.520% | |
4/14/2025 | IMC Chicago LLC | 31,764 | $2.88M | 0.0% | N/A | 0.775% | |
4/9/2025 | Gradient Investments LLC | 37,410 | $3.39M | 0.1% | -1.4% | 0.912% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 4,397 | $367K | 0.0% | +36.9% | 0.117% | |
3/5/2025 | Copley Financial Group Inc. | 9,968 | $833K | 0.6% | N/A | 0.256% | |
2/17/2025 | Cetera Investment Advisers | 3,312 | $277K | 0.0% | -7.1% | 0.125% | |
2/17/2025 | Captrust Financial Advisors | 2,830 | $236K | 0.0% | N/A | 0.107% | |
2/17/2025 | Citadel Advisors LLC | 18,148 | $1.52M | 0.0% | N/A | 0.685% | |
2/17/2025 | Bank of America Corp DE | 27,539 | $2.30M | 0.0% | +16.7% | 1.039% | |
2/17/2025 | BNP Paribas Financial Markets | 1,455 | $122K | 0.0% | N/A | 0.055% | |
2/14/2025 | Jane Street Group LLC | 48,688 | $4.07M | 0.0% | +332.7% | 1.837% | |
2/14/2025 | IHT Wealth Management LLC | 2,472 | $206K | 0.0% | N/A | 0.093% | |
2/13/2025 | Evergreen Capital Management LLC | 44,609 | $3.73M | 0.1% | +2.7% | 1.683% | |
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2/13/2025 | Raymond James Financial Inc. | 20,223 | $1.69M | 0.0% | N/A | 0.763% | |
2/13/2025 | Renaissance Technologies LLC | 8,864 | $740K | 0.0% | N/A | 0.334% | |
2/13/2025 | Trek Financial LLC | 94,462 | $7.89M | 0.6% | +11.6% | 3.565% | |
2/13/2025 | Envestnet Asset Management Inc. | 15,672 | $1.31M | 0.0% | +25.8% | 0.591% | |
2/13/2025 | Wells Fargo & Company MN | 18,312 | $1.53M | 0.0% | +4.9% | 0.691% | |
2/12/2025 | National Bank of Canada FI | 5,468 | $457K | 0.0% | -2.1% | 0.206% | |
2/12/2025 | JPMorgan Chase & Co. | 45,894 | $3.83M | 0.0% | +243.3% | 1.732% | |
2/12/2025 | Anthracite Investment Company Inc. | 16,000 | $1.34M | 0.5% | N/A | 0.604% | |
2/11/2025 | LPL Financial LLC | 37,432 | $3.13M | 0.0% | +90.6% | 1.413% | |
2/11/2025 | Arvest Investments Inc. | 21,511 | $1.80M | 0.3% | -3.9% | 0.812% | |
2/10/2025 | Commonwealth Equity Services LLC | 4,357 | $364K | 0.0% | -4.1% | 0.164% | |
2/7/2025 | Larson Financial Group LLC | 604 | $50K | 0.0% | +516.3% | 0.023% | |
2/7/2025 | AMG National Trust Bank | 4,565 | $378K | 0.0% | -20.4% | 0.172% | |
2/6/2025 | Raymond James Financial Inc. | 20,223 | $1.69M | 0.0% | N/A | 0.763% | |
1/28/2025 | SMART Wealth LLC | 3,371 | $282K | 0.1% | N/A | 0.127% | |
1/21/2025 | Linden Thomas Advisory Services LLC | 3,178 | $265K | 0.0% | +17.2% | 0.120% | |
1/21/2025 | Gradient Investments LLC | 37,937 | $3.17M | 0.1% | N/A | 1.432% | |
12/26/2024 | JPMorgan Chase & Co. | 13,367 | $1.23M | 0.0% | -11.2% | 0.504% | |
11/15/2024 | National Bank of Canada FI | 5,585 | $512K | 0.0% | -27.4% | 0.211% | |
11/15/2024 | Jane Street Group LLC | 11,251 | $1.03M | 0.0% | N/A | 0.425% | |
11/7/2024 | AMG National Trust Bank | 5,734 | $526K | 0.0% | -5.3% | 0.216% | |
11/5/2024 | Private Wealth Advisors LLC | 23,147 | $2.13M | 0.8% | N/A | 0.873% | |
11/4/2024 | Arvest Investments Inc. | 22,385 | $2.05M | 0.3% | +23.4% | 0.845% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 3,211 | $294K | 0.0% | -19.4% | 0.121% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 1,000 | $93K | 0.0% | -33.3% | 0.038% | |
10/3/2024 | SG Americas Securities LLC | 13,777 | $1.26M | 0.0% | +3.8% | 0.520% | |
8/15/2024 | Scientech Research LLC | 2,375 | $212K | 0.0% | N/A | 0.090% | |
8/14/2024 | Evergreen Capital Management LLC | 40,828 | $3.64M | 0.1% | N/A | 1.541% | |
8/6/2024 | X Square Capital LLC | 2,260 | $201K | 0.1% | N/A | 0.085% | |
8/3/2024 | National Bank of Canada FI | 7,692 | $686K | 0.0% | +129.7% | 0.290% | |
7/31/2024 | Commonwealth Equity Services LLC | 4,184 | $373K | 0.0% | +74.0% | 0.158% | |
7/25/2024 | AMG National Trust Bank | 6,058 | $540K | 0.0% | -8.8% | 0.229% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 3,984 | $355K | 0.0% | N/A | 0.150% | |
7/12/2024 | SG Americas Securities LLC | 13,277 | $1.18M | 0.0% | +539.2% | 0.501% | |
7/10/2024 | Linden Thomas Advisory Services LLC | 2,485 | $221K | 0.0% | +5.5% | 0.094% | |
5/9/2024 | Fortis Capital Advisors LLC | 5,977 | $559K | 0.2% | +5.8% | 0.226% | |
4/24/2024 | U S Global Investors Inc. | 400 | $37K | 0.0% | N/A | 0.016% | |
4/19/2024 | Arvest Investments Inc. | 18,855 | $1.76M | 0.3% | +2.3% | 0.770% | |
2/13/2024 | Belpointe Asset Management LLC | 5,651 | $571K | 0.1% | -13.5% | 0.290% | |
2/12/2024 | Fortis Capital Advisors LLC | 5,651 | $571K | 0.3% | -13.5% | 0.290% | |
2/8/2024 | AMG National Trust Bank | 7,086 | $716K | 0.0% | -16.3% | 0.363% | |
2/6/2024 | Spire Wealth Management | 299 | $30K | 0.0% | +273.8% | 0.015% | |
1/24/2024 | Arvest Investments Inc. | 18,436 | $1.86M | 0.3% | N/A | 0.945% | |
1/12/2024 | FNY Investment Advisers LLC | 850 | $85K | 0.1% | N/A | 0.044% | |
11/16/2023 | Belpointe Asset Management LLC | 6,532 | $752K | 0.1% | +5.4% | 0.335% | |
11/8/2023 | AMG National Trust Bank | 8,464 | $974K | 0.0% | +2.6% | 0.434% | |
10/24/2023 | Stratos Wealth Partners LTD. | 2,613 | $301K | 0.0% | +21.9% | 0.134% | |
10/24/2023 | Raymond James & Associates | 5,692 | $655K | 0.0% | +9.5% | 0.292% | |
10/23/2023 | Commonwealth Equity Services LLC | 2,548 | $293K | 0.0% | -83.9% | 0.131% | |
10/20/2023 | Valeo Financial Advisors LLC | 2,550 | $293K | 0.0% | -16.4% | 0.131% | |
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8/15/2023 | KGH Ltd | 96,309 | $10.96M | 0.8% | N/A | 4.939% | |
8/14/2023 | Eqis Capital Management Inc. | 2,061 | $234K | 0.0% | -84.8% | 0.106% | |
8/11/2023 | Harvest Investment Services LLC | 3,047 | $347K | 0.2% | +55.2% | 0.156% | |
8/10/2023 | WESCAP Management Group Inc. | 1,900 | $216K | 0.1% | -31.5% | 0.097% | |
8/10/2023 | Commonwealth Equity Services LLC | 15,861 | $1.81M | 0.0% | +2.7% | 0.813% | |
8/4/2023 | IFP Advisors Inc | 800 | $80K | 0.0% | N/A | 0.041% | |
8/3/2023 | AMG National Trust Bank | 8,252 | $939K | 0.0% | -3.3% | 0.423% | |
8/2/2023 | Bank of Montreal Can | 30,000 | $3.46M | 0.0% | N/A | 1.538% | |
7/31/2023 | LPL Financial LLC | 15,334 | $1.75M | 0.0% | -18.8% | 0.786% | |
7/25/2023 | Raymond James & Associates | 5,196 | $591K | 0.0% | -9.2% | 0.266% | |