4/30/2025 | Cerity Partners LLC | 16,185 | $347K | 0.0% | N/A | 0.086% | |
4/29/2025 | Adell Harriman & Carpenter Inc. | 13,060 | $280K | 0.0% | -12.9% | 0.070% | |
4/23/2025 | Private Harbour Investment Management & Counsel LLC | 41,294 | $886K | 1.0% | -5.3% | 0.220% | |
4/21/2025 | Cadent Capital Advisors LLC | 10,152 | $218K | 0.1% | N/A | 0.054% | |
4/16/2025 | Union Bancaire Privee UBP SA | 4,600 | $100K | 0.0% | N/A | 0.023% | |
4/15/2025 | Integrated Advisors Network LLC | 1,608,792 | $34.53M | 1.7% | +533.7% | 8.020% | |
4/10/2025 | Beacon Financial Group | 18,250 | $392K | 0.0% | +82.5% | 0.091% | |
4/10/2025 | Juncture Wealth Strategies LLC | 148,061 | $3.18M | 1.2% | N/A | 0.738% | |
4/8/2025 | Andrew Hill Investment Advisors Inc. | 172,337 | $3.70M | 3.6% | N/A | 0.859% | |
2/25/2025 | Integrated Advisors Network LLC | 253,864 | $4.99M | 0.2% | -76.9% | 1.250% | |
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2/21/2025 | PVG Asset Management Corp | 25,458 | $501K | 2.4% | -85.3% | 0.125% | |
2/17/2025 | Vance Wealth LLC | 21,800 | $429K | 0.2% | N/A | 0.107% | |
2/17/2025 | Southport Management L.L.C. | 70,000 | $1.38M | 5.0% | +55.6% | 0.345% | |
2/17/2025 | CoreCap Advisors LLC | 1,400 | $28K | 0.0% | N/A | 0.007% | |
2/14/2025 | Raffles Associates LP | 180,000 | $3.54M | 3.8% | -21.7% | 0.886% | |
2/14/2025 | Two Sigma Securities LLC | 211,744 | $4.17M | 0.6% | +351.7% | 1.043% | |
2/14/2025 | Canal Capital Management LLC | 55,385 | $1.09M | 0.2% | +33.9% | 0.273% | |
2/14/2025 | Tower Research Capital LLC TRC | 22,007 | $433K | 0.0% | -7.5% | 0.108% | |
2/14/2025 | Adams Wealth Management | 17,557 | $345K | 0.1% | N/A | 0.086% | |
2/13/2025 | CacheTech Inc. | 17,557 | $345K | 0.1% | N/A | 0.086% | |
2/13/2025 | Townsquare Capital LLC | 15,000 | $295K | 0.0% | N/A | 0.074% | |
2/13/2025 | Envestnet Asset Management Inc. | 168,774 | $3.32M | 0.0% | -60.3% | 0.831% | |
2/12/2025 | Headlands Technologies LLC | 19,889 | $391K | 0.0% | N/A | 0.098% | |
2/12/2025 | Blair William & Co. IL | 2,500 | $49K | 0.0% | N/A | 0.012% | |
2/12/2025 | JPMorgan Chase & Co. | 6,247 | $123K | 0.0% | -22.7% | 0.031% | |
2/12/2025 | Private Harbour Investment Management & Counsel LLC | 43,590 | $857K | 0.9% | -4.6% | 0.215% | |
2/11/2025 | Simplex Trading LLC | 27,341 | $537K | 0.0% | +218.6% | 0.135% | |
2/11/2025 | Blueprint Investment Partners LLC | 36,500 | $718K | 0.1% | N/A | 0.180% | |
2/7/2025 | HighTower Advisors LLC | 12,013 | $236K | 0.0% | -9.9% | 0.059% | |
2/7/2025 | Simplicity Wealth LLC | 36,500 | $718K | 0.1% | +231.8% | 0.180% | |
2/6/2025 | Beacon Harbor Wealth Advisors Inc. | 14,000 | $275K | 0.1% | N/A | 0.069% | |
2/5/2025 | Norden Group LLC | 15,000 | $295K | 0.0% | N/A | 0.074% | |
1/30/2025 | Legacy Capital Wealth Partners LLC | 171,555 | $3.37M | 0.7% | -48.8% | 0.845% | |
1/29/2025 | Beacon Financial Group | 10,000 | $197K | 0.0% | N/A | 0.049% | |
1/29/2025 | Powell Investment Advisors LLC | 46,515 | $915K | 0.4% | N/A | 0.229% | |
1/27/2025 | IMC Chicago LLC | 362,765 | $7.14M | 0.0% | +268.9% | 1.786% | |
1/23/2025 | Capital Investment Advisory Services LLC | 1,614 | $32K | 0.0% | N/A | 0.008% | |
1/17/2025 | SG Americas Securities LLC | 29,797 | $586K | 0.0% | -53.2% | 0.147% | |
1/17/2025 | Beaumont Financial Advisors LLC | 92,666 | $1.82M | 0.1% | N/A | 0.456% | |
1/16/2025 | Diversify Advisory Services LLC | 132,645 | $2.66M | 0.1% | N/A | 0.653% | |
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12/26/2024 | JPMorgan Chase & Co. | 8,085 | $167K | 0.0% | +11.3% | 0.040% | |
11/25/2024 | Tidal Investments LLC | 31,800 | $656K | 0.0% | +60.9% | 0.157% | |
11/25/2024 | PVG Asset Management Corp | 173,587 | $3.58M | 14.3% | +46.4% | 0.855% | |
11/15/2024 | HighTower Advisors LLC | 13,334 | $275K | 0.0% | -29.5% | 0.066% | |
11/14/2024 | Edgestream Partners L.P. | 31,793 | $656K | 0.0% | N/A | 0.157% | |
11/14/2024 | Raffles Associates LP | 230,000 | $4.75M | 4.9% | +12.2% | 1.132% | |
11/13/2024 | Bedell Frazier Investment Counselling LLC | 414,453 | $8.55M | 2.0% | +142.1% | 2.041% | |
11/8/2024 | Kraft Davis & Associates LLC | 29,085 | $613K | 0.2% | +39.5% | 0.143% | |
11/4/2024 | Axxcess Wealth Management LLC | 10,970 | $226K | 0.0% | +17.7% | 0.054% | |
11/4/2024 | Legacy Capital Wealth Partners LLC | 335,151 | $6.91M | 1.2% | +146.5% | 1.650% | |
11/1/2024 | Atria Investments Inc | 16,305 | $336K | 0.0% | +24.7% | 0.080% | |
10/30/2024 | Arlington Capital Management Inc. | 203,836 | $4.21M | 3.5% | +38.7% | 1.004% | |
10/25/2024 | IMC Chicago LLC | 98,333 | $2.03M | 0.0% | N/A | 0.484% | |
10/25/2024 | Peregrine Asset Advisers Inc. | 15,000 | $309K | 0.1% | +50.0% | 0.074% | |
10/25/2024 | Fidelis Capital Partners LLC | 11,800 | $242K | 0.0% | N/A | 0.058% | |
10/25/2024 | Cutter & CO Brokerage Inc. | 18,750 | $387K | 0.1% | -9.6% | 0.092% | |
10/25/2024 | Integrated Advisors Network LLC | 1,099,751 | $22.69M | 1.1% | +5,141.2% | 5.415% | |
10/23/2024 | Canal Capital Management LLC | 41,350 | $853K | 0.1% | N/A | 0.204% | |
10/10/2024 | Simplicity Wealth LLC | 11,000 | $227K | 0.0% | N/A | 0.054% | |
10/3/2024 | SG Americas Securities LLC | 63,718 | $1.32M | 0.0% | N/A | 0.314% | |
8/22/2024 | PVG Asset Management Corp | 118,603 | $2.73M | 10.8% | N/A | 0.584% | |
8/14/2024 | Squarepoint Ops LLC | 78,276 | $1.80M | 0.0% | -62.3% | 0.385% | |
8/14/2024 | Raffles Associates LP | 205,000 | $4.72M | 5.3% | +13.9% | 1.009% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 16,141 | $372K | 0.0% | -75.9% | 0.079% | |
8/9/2024 | Peregrine Asset Advisers Inc. | 10,000 | $230K | 0.1% | N/A | 0.049% | |
8/8/2024 | Envestnet Asset Management Inc. | 205,714 | $4.74M | 0.0% | +48.0% | 1.013% | |
8/2/2024 | Legacy Capital Wealth Partners LLC | 135,943 | $3.13M | 0.8% | N/A | 0.669% | |
8/2/2024 | Adell Harriman & Carpenter Inc. | 10,000 | $230K | 0.0% | -20.0% | 0.049% | |
7/31/2024 | Banque Cantonale Vaudoise | 10,000 | $230K | 0.0% | N/A | 0.049% | |
7/29/2024 | Kraft Davis & Associates LLC | 20,845 | $484K | 0.1% | -38.9% | 0.103% | |
5/16/2024 | Kraft Davis & Associates LLC | 34,125 | $867K | 0.3% | +92.0% | 0.168% | |
5/14/2024 | Axxcess Wealth Management LLC | 11,725 | $291K | 0.0% | +64.7% | 0.058% | |
5/8/2024 | Headlands Technologies LLC | 52,460 | $1.30M | 0.3% | +79.0% | 0.258% | |
4/30/2024 | Cutter & CO Brokerage Inc. | 20,750 | $516K | 0.1% | N/A | 0.086% | |
4/30/2024 | Norden Group LLC | 12,500 | $311K | 0.0% | N/A | 0.052% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 66,890 | $1.66M | 0.0% | N/A | 0.279% | |
4/24/2024 | Arlington Capital Management Inc. | 122,361 | $3.04M | 2.6% | N/A | 0.510% | |
4/13/2024 | IMC Chicago LLC | 47,524 | $1.18M | 0.0% | -92.5% | 0.173% | |
4/11/2024 | Private Harbour Investment Management & Counsel LLC | 45,701 | $1.14M | 1.2% | -1.0% | 0.166% | |
4/10/2024 | Gunderson Capital Management Inc. | 364,584 | $9.06M | 4.2% | +153.6% | 1.328% | |
3/12/2024 | PVG Asset Management Corp | 60,621 | $1.81M | 8.8% | +146.6% | 0.221% | |
2/26/2024 | Integrated Advisors Network LLC | 45,469 | $1.36M | 0.1% | +62.0% | 0.166% | |
2/14/2024 | VitalStone Financial LLC | 3,950 | $118K | 0.1% | +12.9% | 0.014% | |
2/13/2024 | Bedell Frazier Investment Counselling LLC | 207,509 | $6.21M | 1.7% | -37.4% | 0.756% | |
2/13/2024 | Tower Research Capital LLC TRC | 170,210 | $5.09M | 0.1% | +61.6% | 0.620% | |
2/12/2024 | Parallel Advisors LLC | 3,318 | $99K | 0.0% | +17.2% | 0.012% | |
2/9/2024 | IMC Chicago LLC | 636,609 | $19.05M | 0.0% | +53.4% | 2.318% | |
2/8/2024 | Meridian Wealth Management LLC | 44,711 | $1.38M | 0.1% | -2.3% | 0.163% | |
2/6/2024 | Axxcess Wealth Management LLC | 7,120 | $213K | 0.0% | +24.3% | 0.026% | |
2/6/2024 | Summit Financial LLC | 35,389 | $1.06M | 0.1% | N/A | 0.129% | |
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2/5/2024 | Adell Harriman & Carpenter Inc. | 10,000 | $299K | 0.0% | +48.0% | 0.036% | |
2/5/2024 | Legacy Capital Wealth Partners LLC | 79,879 | $2.39M | 0.7% | N/A | 0.291% | |
2/2/2024 | Headlands Technologies LLC | 29,307 | $877K | 0.3% | N/A | 0.107% | |
2/1/2024 | Capital Investment Advisory Services LLC | 2,464 | $74K | 0.0% | N/A | 0.009% | |
1/31/2024 | Kraft Davis & Associates LLC | 17,770 | $510K | 0.2% | N/A | 0.065% | |
1/29/2024 | ORG Partners LLC | 2,767 | $83K | 0.0% | N/A | 0.010% | |
1/25/2024 | Manchester Financial Inc. | 816,080 | $24.42M | 6.8% | -7.6% | 2.972% | |
1/24/2024 | Arkadios Wealth Advisors | 11,018 | $330K | 0.0% | +6.4% | 0.040% | |
1/17/2024 | Cadent Capital Advisors LLC | 162,870 | $4.87M | 2.4% | -49.4% | 0.593% | |
1/11/2024 | Private Harbour Investment Management & Counsel LLC | 46,176 | $1.38M | 1.6% | -3.2% | 0.168% | |