7/11/2025 | AFG Fiduciary Services Limited Partnership | 134,984 | $2.52M | 0.7% | N/A | 1.883% | |
5/20/2025 | Belpointe Asset Management LLC | 31,025 | $644K | 0.0% | N/A | 0.313% | |
5/19/2025 | Jane Street Group LLC | 172,386 | $3.58M | 0.0% | +577.0% | 1.738% | |
5/14/2025 | Comerica Bank | 5,592 | $116K | 0.0% | N/A | 0.056% | |
5/13/2025 | HighTower Advisors LLC | 227,945 | $4.73M | 0.0% | N/A | 2.298% | |
5/12/2025 | Savvy Advisors Inc. | 136,263 | $2.83M | 0.3% | +15.4% | 1.374% | |
5/9/2025 | Generation Capital Management LLC | 127,477 | $2.65M | 2.4% | N/A | 1.285% | |
5/7/2025 | LPL Financial LLC | 96,171 | $2.00M | 0.0% | +342.1% | 1.043% | |
5/6/2025 | Kovack Advisors Inc. | 52,550 | $1.09M | 0.1% | N/A | 0.570% | |
5/6/2025 | Choreo LLC | 12,795 | $267K | 0.0% | -56.5% | 0.139% | |
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4/29/2025 | Envestnet Asset Management Inc. | 73,923 | $1.53M | 0.0% | +32.0% | 0.802% | |
4/28/2025 | Mutual Advisors LLC | 11,822 | $249K | 0.0% | N/A | 0.128% | |
4/28/2025 | Resonant Capital Advisors LLC | 10,859 | $227K | 0.0% | N/A | 0.118% | |
4/23/2025 | Oppenheimer & Co. Inc. | 73,116 | $1.52M | 0.0% | +50.4% | 0.793% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 79,337 | $1.65M | 0.0% | +9.2% | 0.860% | |
4/21/2025 | Stableford Capital II LLC | 415,900 | $9.11M | 3.8% | N/A | 4.511% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 107,226 | $2.24M | 0.1% | N/A | 1.163% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 36,666 | $761K | 0.0% | N/A | 0.398% | |
4/14/2025 | IMC Chicago LLC | 41,371 | $858K | 0.0% | N/A | 0.469% | |
4/14/2025 | One Plus One Wealth Management LLC | 174,989 | $3.63M | 2.0% | -50.9% | 1.984% | |
2/28/2025 | Total Wealth Planning & Management Inc. | 16,056 | $301K | 0.3% | N/A | 0.212% | |
2/17/2025 | BNP Paribas Financial Markets | 100,000 | $1.87M | 0.0% | +714,185.7% | 1.202% | |
2/14/2025 | Jane Street Group LLC | 25,462 | $477K | 0.0% | -76.2% | 0.306% | |
2/14/2025 | Two Sigma Securities LLC | 54,498 | $1.02M | 0.1% | -40.4% | 0.655% | |
2/14/2025 | Tower Research Capital LLC TRC | 50,381 | $944K | 0.0% | +81.9% | 0.606% | |
2/13/2025 | Jump Financial LLC | 25,475 | $477K | 0.0% | N/A | 0.306% | |
2/13/2025 | Savvy Advisors Inc. | 118,069 | $2.21M | 0.3% | N/A | 1.419% | |
2/13/2025 | Advisory Services Network LLC | 55,767 | $1.05M | 0.0% | -77.0% | 0.670% | |
2/13/2025 | Envestnet Asset Management Inc. | 55,983 | $1.05M | 0.0% | -1.3% | 0.673% | |
2/13/2025 | Solstein Capital LLC | 8,850 | $166K | 0.1% | -39.0% | 0.106% | |
2/11/2025 | LPL Financial LLC | 21,752 | $408K | 0.0% | +3.4% | 0.261% | |
2/10/2025 | Farther Finance Advisors LLC | 18,848 | $353K | 0.0% | -87.1% | 0.227% | |
2/7/2025 | Global View Capital Management LLC | 44,277 | $828K | 0.3% | N/A | 0.532% | |
2/5/2025 | Oppenheimer & Co. Inc. | 48,614 | $911K | 0.0% | N/A | 0.584% | |
2/3/2025 | Leuthold Group LLC | 484,370 | $9.08M | 1.1% | +1.1% | 5.822% | |
2/3/2025 | Aspect Partners LLC | 1,975 | $37K | 0.0% | N/A | 0.024% | |
1/29/2025 | One Plus One Wealth Management LLC | 356,206 | $6.68M | 3.9% | N/A | 4.281% | |
1/27/2025 | Choreo LLC | 29,408 | $560K | 0.0% | N/A | 0.353% | |
1/13/2025 | Eastern Bank | 8,305 | $156K | 0.0% | N/A | 0.100% | |
11/15/2024 | Jane Street Group LLC | 107,030 | $2.02M | 0.0% | +685.4% | 1.286% | |
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11/15/2024 | Integrated Wealth Concepts LLC | 29,656 | $561K | 0.0% | N/A | 0.356% | |
11/8/2024 | Prospera Private Wealth LLC | 1,756 | $33K | 0.0% | N/A | 0.021% | |
10/29/2024 | Farther Finance Advisors LLC | 146,524 | $2.77M | 0.1% | -2.2% | 1.761% | |
10/24/2024 | Leuthold Group LLC | 479,030 | $9.06M | 1.0% | -15.8% | 5.758% | |
10/23/2024 | West Michigan Advisors LLC | 63,001 | $1.21M | 0.4% | N/A | 0.757% | |
8/14/2024 | Commonwealth Financial Services LLC | 49,994 | $1.05M | 0.2% | +190.2% | 0.601% | |
8/12/2024 | Leuthold Group LLC | 568,981 | $11.84M | 1.4% | -2.0% | 6.839% | |
8/7/2024 | Choreo LLC | 12,428 | $261K | 0.0% | N/A | 0.149% | |
7/25/2024 | First Heartland Consultants Inc. | 78,470 | $1.63M | 0.1% | -4.4% | 0.943% | |
7/23/2024 | All Season Financial Advisors Inc. | 58,654 | $1.22M | 1.1% | N/A | 0.705% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 38,824 | $808K | 0.0% | N/A | 0.467% | |
5/11/2024 | Vista Finance LLC | 54,421 | $1.09M | 2.7% | -79.6% | 0.631% | |
5/7/2024 | Prospera Private Wealth LLC | 225,512 | $4.52M | 3.1% | -44.9% | 2.616% | |
5/6/2024 | Leuthold Group LLC | 580,573 | $11.65M | 1.3% | -0.4% | 6.735% | |
5/6/2024 | Advisory Services Network LLC | 238,951 | $4.79M | 0.1% | +26.5% | 2.772% | |
4/24/2024 | Solstein Capital LLC | 14,814 | $297K | 0.2% | -6.0% | 0.219% | |
4/10/2024 | One Plus One Wealth Management LLC | 108,551 | $2.18M | 1.2% | N/A | 0.755% | |
2/9/2024 | Advisory Services Network LLC | 188,915 | $3.98M | 0.1% | N/A | 1.315% | |
2/9/2024 | Orion Portfolio Solutions LLC | 33,190 | $714K | 0.0% | +1.7% | 0.231% | |
2/9/2024 | UBS Group AG | 377,577 | $7.96M | 0.0% | -10.7% | 2.628% | |
2/8/2024 | First Heartland Consultants Inc. | 83,068 | $1.75M | 0.2% | -3.2% | 0.578% | |
2/7/2024 | Jump Financial LLC | 94,367 | $1.99M | 0.1% | -32.3% | 0.657% | |
2/6/2024 | Private Advisor Group LLC | 9,800 | $207K | 0.0% | -41.7% | 0.068% | |
2/6/2024 | Leuthold Group LLC | 582,718 | $12.28M | 1.5% | -3.8% | 4.055% | |
2/2/2024 | TAP Consulting LLC | 66,005 | $1.39M | 0.3% | -87.1% | 0.459% | |
2/1/2024 | Demars Financial Group LLC | 21,347 | $450K | 0.2% | -2.7% | 0.149% | |
1/30/2024 | Acute Investment Advisory LLC | 278,832 | $5.88M | 3.5% | -4.6% | 1.940% | |
1/23/2024 | Solstein Capital LLC | 15,757 | $332K | 0.2% | -89.3% | 0.110% | |
1/23/2024 | CPR Investments Inc. | 99,127 | $2.09M | 2.0% | N/A | 0.690% | |
1/12/2024 | Stableford Capital II LLC | 386,189 | $8.45M | 3.6% | N/A | 2.687% | |
1/12/2024 | Park Edge Advisors LLC | 83,997 | $1.77M | 0.6% | +190.0% | 0.585% | |
1/11/2024 | Brookstone Capital Management | 32,815 | $692K | 0.0% | -33.7% | 0.228% | |
1/11/2024 | Worth Asset Management LLC | 27,412 | $578K | 0.4% | -15.3% | 0.191% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 37,462 | $821K | 0.0% | N/A | 0.261% | |
12/5/2023 | TAP Consulting LLC | 512,219 | $12.40M | 3.2% | +3.9% | 3.565% | |
11/16/2023 | GTS Securities LLC | 78,241 | $1.89M | 0.0% | +203.9% | 0.544% | |
11/16/2023 | VitalStone Financial LLC | 1,000 | $25K | 0.0% | +185.7% | 0.007% | |
11/16/2023 | Belpointe Asset Management LLC | 12,511 | $303K | 0.0% | N/A | 0.087% | |
11/14/2023 | Tower Research Capital LLC TRC | 19,952 | $483K | 0.0% | -66.6% | 0.139% | |
11/14/2023 | Reuter James Wealth Management LLC | 237,697 | $5.76M | 4.3% | N/A | 1.654% | |
11/14/2023 | Titan Global Capital Management USA LLC | 28,224 | $683K | 0.2% | -8.7% | 0.196% | |
11/14/2023 | Mutual Advisors LLC | 24,357 | $590K | 0.0% | +147.1% | 0.169% | |
11/13/2023 | Bramshill Investments LLC | 14,461 | $350K | 0.0% | -46.4% | 0.101% | |
11/9/2023 | First Heartland Consultants Inc. | 85,807 | $2.08M | 0.3% | +9.2% | 0.597% | |
11/9/2023 | Antonetti Capital Management LLC | 8,720 | $211K | 0.3% | +1,317.9% | 0.061% | |
11/9/2023 | Headlands Technologies LLC | 5,040 | $122K | 0.1% | N/A | 0.035% | |
11/9/2023 | UBS Group AG | 423,015 | $10.24M | 0.0% | +64.8% | 2.944% | |
11/8/2023 | HighTower Advisors LLC | 179,937 | $4.37M | 0.0% | -86.6% | 1.252% | |
11/8/2023 | Oppenheimer & Co. Inc. | 63,861 | $1.55M | 0.0% | +8.9% | 0.444% | |
11/7/2023 | Nkcfo LLC | 105,000 | $2.54M | 1.4% | -40.0% | 0.731% | |
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11/7/2023 | Leuthold Group LLC | 605,487 | $14.66M | 2.0% | +21.1% | 4.214% | |
11/7/2023 | Vista Finance LLC | 310,589 | $7.52M | 11.0% | +10.6% | 2.161% | |
11/7/2023 | Jump Financial LLC | 139,359 | $3.37M | 0.1% | -27.5% | 0.970% | |
11/3/2023 | Private Advisor Group LLC | 16,800 | $407K | 0.0% | -10.4% | 0.117% | |
11/1/2023 | Ironsides Asset Advisors LLC | 28,880 | $699K | 0.3% | +3.8% | 0.201% | |
10/31/2023 | Resonant Capital Advisors LLC | 10,320 | $250K | 0.0% | N/A | 0.072% | |
10/25/2023 | Solstein Capital LLC | 146,801 | $3.55M | 3.0% | -6.1% | 1.022% | |
10/24/2023 | Spectrum Planning & Advisory Services Inc. | 12,146 | $294K | 0.5% | -8.3% | 0.085% | |
10/24/2023 | Acute Investment Advisory LLC | 292,428 | $7.08M | 4.3% | -19.7% | 2.035% | |
10/20/2023 | Brookstone Capital Management | 49,458 | $1.26M | 0.0% | +24.3% | 0.344% | |