4/12/2024 | Fermata Advisors LLC | 302,933 | $9.39M | 2.1% | -5.3% | 2.075% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 9,175 | $254K | 0.0% | N/A | 0.100% | |
2/14/2024 | Royal Bank of Canada | 87,838 | $2.43M | 0.0% | +21.1% | 0.955% | |
2/14/2024 | LM Advisors LLC | 932 | $26K | 0.0% | N/A | 0.010% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 37,459 | $1.04M | 0.0% | N/A | 0.407% | |
2/9/2024 | Paragon Private Wealth Management LLC | 32,332 | $896K | 0.6% | +8.5% | 0.351% | |
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2/9/2024 | Gladstone Institutional Advisory LLC | 407,391 | $11.29M | 0.6% | +5.4% | 4.428% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 30,698 | $850K | 0.3% | +111.2% | 0.334% | |
1/19/2024 | Fermata Advisors LLC | 320,019 | $8.87M | 2.1% | N/A | 3.478% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 246,784 | $6.84M | 0.0% | +2.9% | 2.682% | |
1/16/2024 | Raymond James & Associates | 97,970 | $2.72M | 0.0% | +19.0% | 1.065% | |
1/11/2024 | Amplius Wealth Advisors LLC | 860,497 | $23.84M | 2.9% | -48.8% | 9.353% | |
11/15/2023 | Royal Bank of Canada | 72,554 | $1.82M | 0.0% | +357.6% | 0.789% | |
11/15/2023 | Ameriprise Financial Inc. | 2,524,391 | $63.44M | 0.0% | -5.9% | 27.439% | |
11/14/2023 | Paragon Private Wealth Management LLC | 29,786 | $749K | 0.6% | +105.9% | 0.324% | |
11/13/2023 | LPL Financial LLC | 874,962 | $21.99M | 0.0% | +176.0% | 9.510% | |
11/9/2023 | UBS Group AG | 1,862 | $47K | 0.0% | +481.9% | 0.020% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 17,671 | $444K | 0.0% | +22.5% | 0.192% | |
11/8/2023 | Western Wealth Management LLC | 17,215 | $433K | 0.0% | +3.0% | 0.187% | |
11/7/2023 | Kingsview Wealth Management LLC | 41,248 | $1.04M | 0.0% | N/A | 0.448% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 239,791 | $6.03M | 0.0% | +8.8% | 2.606% | |
10/24/2023 | Raymond James & Associates | 82,362 | $2.07M | 0.0% | +59.1% | 0.895% | |
10/23/2023 | Commonwealth Equity Services LLC | 24,447 | $614K | 0.0% | +25.5% | 0.266% | |
10/17/2023 | Amplius Wealth Advisors LLC | 1,681,189 | $42.25M | 5.7% | -10.2% | 18.274% | |
10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 14,537 | $365K | 0.1% | N/A | 0.158% | |
8/30/2023 | Western Wealth Management LLC | 16,715 | $432K | 0.0% | N/A | 0.182% | |
8/21/2023 | Osaic Holdings Inc. | 13,383 | $346K | 0.0% | +19.5% | 0.145% | |
8/15/2023 | Royal Bank of Canada | 15,855 | $410K | 0.0% | N/A | 0.172% | |
8/10/2023 | Osaic Holdings Inc. | 13,383 | $346K | 0.0% | +19.5% | 0.145% | |
8/10/2023 | Commonwealth Equity Services LLC | 19,479 | $504K | 0.0% | N/A | 0.212% | |
8/3/2023 | Paragon Private Wealth Management LLC | 14,464 | $374K | 0.3% | +2.9% | 0.157% | |
7/31/2023 | LPL Financial LLC | 316,993 | $8.19M | 0.0% | +2,469.4% | 3.446% | |
7/28/2023 | First Republic Investment Management Inc. | 14,421 | $373K | 0.0% | +67.3% | 0.249% | |
7/26/2023 | Amplius Wealth Advisors LLC | 1,871,386 | $48.36M | 6.5% | N/A | 32.265% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 220,426 | $5.70M | 0.0% | -1.5% | 3.800% | |
7/25/2023 | Raymond James & Associates | 51,772 | $1.34M | 0.0% | N/A | 0.893% | |
5/22/2023 | Ameriprise Financial Inc. | 1,462,922 | $35.13M | 0.0% | +64.3% | 34.831% | |
5/16/2023 | Susquehanna International Group LLP | 9,364 | $225K | 0.0% | N/A | 0.223% | |
5/16/2023 | Jane Street Group LLC | 54,147 | $1.30M | 0.0% | -78.3% | 1.289% | |
5/12/2023 | Bank of America Corp DE | 607,512 | $14.59M | 0.0% | +20.5% | 14.465% | |
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5/12/2023 | First Republic Investment Management Inc. | 8,621 | $207K | 0.0% | N/A | 0.205% | |
4/17/2023 | Paragon Private Wealth Management LLC | 14,054 | $337K | 0.3% | N/A | 0.335% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 223,715 | $5.37M | 0.0% | +42.0% | 6.779% | |
2/15/2023 | Jane Street Group LLC | 249,245 | $5.66M | 0.0% | +125.5% | 8.308% | |
2/10/2023 | Bank of America Corp DE | 504,355 | $11.46M | 0.0% | +323.9% | 16.812% | |
2/10/2023 | Advisor Group Holdings Inc. | 12,679 | $288K | 0.0% | +9.1% | 0.423% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 157,596 | $3.58M | 0.0% | +965.8% | 5.253% | |
2/7/2023 | LPL Financial LLC | 20,907 | $475K | 0.0% | N/A | 0.697% | |
1/31/2023 | Empirical Asset Management LLC | 23,044 | $524K | 0.6% | +1.9% | 0.768% | |
11/16/2022 | Jane Street Group LLC | 110,545 | $2.33M | 0.0% | +27.3% | 3.595% | |
11/15/2022 | Citadel Advisors LLC | 14,531 | $307K | 0.0% | +4.7% | 0.427% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 14,786 | $312K | 0.0% | N/A | 0.435% | |
10/19/2022 | Empirical Asset Management LLC | 22,621 | $477K | 0.5% | +58.3% | 0.665% | |
8/16/2022 | Jane Street Group LLC | 86,811 | $1.93M | 0.0% | +123.2% | 3.946% | |
8/15/2022 | Citadel Advisors LLC | 13,879 | $309K | 0.0% | +63.4% | 0.631% | |
7/18/2022 | Empirical Asset Management LLC | 14,294 | $318K | 0.3% | N/A | 0.493% | |
5/17/2022 | Jane Street Group LLC | 38,897 | $1.01M | 0.0% | +227.5% | 1.852% | |
4/15/2022 | Fulcrum Equity Management | 8,973 | $233K | 0.1% | -16.5% | 0.690% | |
1/25/2022 | Fulcrum Equity Management | 10,743 | $289K | 0.1% | +16.7% | 1.228% | |
5/18/2021 | Jane Street Group LLC | 42,169 | $1.13M | 0.0% | +235.8% | 5.623% | |
5/17/2021 | Ameriprise Financial Inc. | 3,623,435 | $96.71M | 0.0% | +7.1% | 483.125% | |
2/17/2021 | Jane Street Group LLC | 12,559 | $309K | 0.0% | -78.6% | 0.354% | |
11/17/2020 | Jane Street Group LLC | 58,766 | $1.32M | 0.0% | N/A | 1.767% | |
5/15/2020 | Jane Street Group LLC | 14,394 | $246K | 0.0% | N/A | 0.823% | |