5/2/2025 | Montis Financial LLC | 6,000 | $228K | 0.1% | N/A | 0.068% | |
5/1/2025 | Beirne Wealth Consulting Services LLC | 7,000 | $266K | 0.1% | N/A | 0.079% | |
5/1/2025 | ADE LLC | 21,003 | $797K | 0.5% | -4.5% | 0.238% | |
4/30/2025 | Hara Capital LLC | 3,950 | $150K | 0.1% | -36.0% | 0.045% | |
4/30/2025 | Optimum Investment Advisors | 9,900 | $376K | 0.2% | +11.2% | 0.112% | |
4/30/2025 | Pekin Hardy Strauss Inc. | 31,548 | $1.20M | 0.1% | -13.8% | 0.357% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 31,761 | $1.21M | 0.0% | +13.0% | 0.360% | |
4/29/2025 | Riggs Asset Managment Co. Inc. | 93,606 | $3.55M | 1.0% | N/A | 1.060% | |
4/22/2025 | PFG Investments LLC | 19,170 | $727K | 0.0% | +21.6% | 0.217% | |
3/14/2025 | Hara Capital LLC | 6,175 | $171K | 0.1% | -15.7% | 0.070% | |
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2/17/2025 | FWL Investment Management LLC | 1,000 | $28K | 0.0% | N/A | 0.011% | |
2/17/2025 | Cetera Investment Advisers | 213,805 | $5.94M | 0.0% | +1.3% | 2.373% | |
2/17/2025 | Captrust Financial Advisors | 187,216 | $5.20M | 0.0% | -7.6% | 2.078% | |
2/17/2025 | Bank of America Corp DE | 213,619 | $5.93M | 0.0% | -3.6% | 2.371% | |
2/17/2025 | Ameriprise Financial Inc. | 44,019 | $1.22M | 0.0% | +5.0% | 0.489% | |
2/14/2025 | Jane Street Group LLC | 25,014 | $694K | 0.0% | +180.1% | 0.278% | |
2/13/2025 | Rossby Financial LCC | 15,598 | $433K | 0.3% | N/A | 0.173% | |
2/13/2025 | Raymond James Financial Inc. | 68,743 | $1.91M | 0.0% | N/A | 0.763% | |
2/13/2025 | Envestnet Asset Management Inc. | 11,643 | $323K | 0.0% | N/A | 0.129% | |
2/13/2025 | Wells Fargo & Company MN | 51,735 | $1.44M | 0.0% | +6.3% | 0.574% | |
2/12/2025 | CIBC Private Wealth Group LLC | 2,877 | $84K | 0.0% | -10.8% | 0.032% | |
2/11/2025 | LPL Financial LLC | 89,907 | $2.50M | 0.0% | +12.1% | 0.998% | |
2/11/2025 | Optimum Investment Advisors | 8,900 | $247K | 0.1% | +25.4% | 0.099% | |
2/10/2025 | Commonwealth Equity Services LLC | 29,370 | $815K | 0.0% | -7.0% | 0.326% | |
2/6/2025 | Raymond James Financial Inc. | 68,743 | $1.91M | 0.0% | N/A | 0.763% | |
2/6/2025 | Auxano Advisors LLC | 105,553 | $2.93M | 0.7% | -0.7% | 1.172% | |
2/5/2025 | HC Advisors LLC | 47,815 | $1.33M | 1.1% | +5.3% | 0.531% | |
2/5/2025 | Kovack Advisors Inc. | 13,900 | $386K | 0.0% | -6.7% | 0.154% | |
2/4/2025 | Sprott Inc. | 96,275 | $2.67M | 0.2% | -46.6% | 1.069% | |
2/4/2025 | FPC Investment Advisory Inc. | 2,938 | $82K | 0.1% | -56.6% | 0.033% | |
1/31/2025 | Hara Capital LLC | 6,175 | $171K | 0.1% | -15.7% | 0.069% | |
1/27/2025 | Stratos Wealth Partners LTD. | 13,562 | $377K | 0.0% | -6.2% | 0.151% | |
1/21/2025 | Geneos Wealth Management Inc. | 10,000 | $278K | 0.0% | +112.8% | 0.111% | |
1/17/2025 | Fiduciary Family Office LLC | 17,612 | $489K | 0.1% | N/A | 0.195% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 7,834 | $217K | 0.0% | -5.4% | 0.087% | |
1/6/2025 | CWA Asset Management Group LLC | 20,700 | $575K | 0.0% | +125.0% | 0.230% | |
11/15/2024 | MML Investors Services LLC | 6,921 | $214K | 0.0% | N/A | 0.077% | |
11/15/2024 | Jane Street Group LLC | 8,929 | $277K | 0.0% | -93.0% | 0.099% | |
11/15/2024 | Stifel Financial Corp | 7,955 | $246K | 0.0% | N/A | 0.088% | |
11/14/2024 | Captrust Financial Advisors | 202,659 | $6.28M | 0.0% | +2.4% | 2.249% | |
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11/12/2024 | Pekin Hardy Strauss Inc. | 30,688 | $951K | 0.1% | +12.2% | 0.341% | |
11/6/2024 | Kovack Advisors Inc. | 14,900 | $462K | 0.0% | -6.3% | 0.165% | |
11/1/2024 | CWA Asset Management Group LLC | 9,198 | $285K | 0.0% | N/A | 0.102% | |
10/31/2024 | Hara Capital LLC | 7,325 | $227K | 0.1% | N/A | 0.081% | |
10/25/2024 | ADE LLC | 21,982 | $681K | 0.4% | -3.3% | 0.244% | |
10/25/2024 | Cutter & CO Brokerage Inc. | 7,034 | $218K | 0.0% | N/A | 0.078% | |
10/24/2024 | PFG Investments LLC | 15,768 | $488K | 0.0% | -6.0% | 0.175% | |
10/22/2024 | Private Advisor Group LLC | 13,475 | $417K | 0.0% | -7.2% | 0.150% | |
10/1/2024 | Bridge Advisory LLC | 17,751 | $550K | 0.3% | -3.8% | 0.197% | |
8/22/2024 | Cetera Investment Advisers | 211,341 | $5.64M | 0.0% | +11.1% | 2.346% | |
8/16/2024 | Sunbelt Securities Inc. | 2,500 | $67K | 0.0% | N/A | 0.028% | |
8/9/2024 | Pekin Hardy Strauss Inc. | 27,353 | $730K | 0.1% | +4.8% | 0.304% | |
8/3/2024 | National Bank of Canada FI | 5,390 | $143K | 0.0% | +17.5% | 0.060% | |
8/1/2024 | Auxano Advisors LLC | 107,520 | $2.87M | 0.8% | -1.4% | 1.193% | |
7/31/2024 | Commonwealth Equity Services LLC | 30,080 | $802K | 0.0% | +2.3% | 0.334% | |
7/24/2024 | Capital Wealth Alliance LLC | 7,680 | $205K | 0.1% | N/A | 0.085% | |
7/18/2024 | FPC Investment Advisory Inc. | 7,545 | $201K | 0.2% | -16.1% | 0.084% | |
7/16/2024 | ORG Partners LLC | 2,600 | $69K | 0.0% | N/A | 0.029% | |
7/12/2024 | Optimum Investment Advisors | 7,100 | $189K | 0.1% | +12.7% | 0.079% | |
5/24/2024 | Cetera Investment Advisers | 190,149 | $4.82M | 0.0% | N/A | 2.110% | |
5/17/2024 | Creekmur Asset Management LLC | 4,509 | $114K | 0.0% | -47.5% | 0.050% | |
5/16/2024 | Jane Street Group LLC | 203,996 | $5.17M | 0.0% | -32.8% | 2.264% | |
5/8/2024 | FPC Investment Advisory Inc. | 8,992 | $235K | 0.2% | N/A | 0.100% | |
5/1/2024 | Private Advisor Group LLC | 18,403 | $466K | 0.0% | -13.7% | 0.204% | |
4/26/2024 | YHB Investment Advisors Inc. | 2,339 | $59K | 0.0% | N/A | 0.026% | |
4/22/2024 | PFG Investments LLC | 16,781 | $425K | 0.0% | +56.5% | 0.186% | |
4/19/2024 | Kovack Advisors Inc. | 16,900 | $428K | 0.1% | -8.6% | 0.188% | |
4/18/2024 | ADE LLC | 22,737 | $576K | 0.4% | -2.7% | 0.252% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 10,217 | $259K | 0.0% | -30.5% | 0.113% | |
4/11/2024 | Optimum Investment Advisors | 6,300 | $160K | 0.1% | -27.6% | 0.066% | |
3/1/2024 | Creekmur Asset Management LLC | 8,593 | $215K | 0.1% | N/A | 0.090% | |
2/13/2024 | Cetera Advisor Networks LLC | 206,745 | $5.17M | 0.0% | -12.4% | 2.165% | |
2/6/2024 | Private Advisor Group LLC | 21,322 | $533K | 0.0% | -16.3% | 0.223% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 14,706 | $367K | 0.0% | -23.1% | 0.154% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 30,777 | $769K | 0.0% | -3.0% | 0.322% | |
2/5/2024 | Pekin Hardy Strauss Inc. | 24,113 | $602K | 0.1% | -19.7% | 0.252% | |
2/1/2024 | Cutter & CO Brokerage Inc. | 12,136 | $303K | 0.1% | -6.7% | 0.127% | |
1/31/2024 | ADE LLC | 23,379 | $584K | 0.4% | -6.4% | 0.245% | |
1/29/2024 | ORG Partners LLC | 2,300 | $57K | 0.0% | N/A | 0.024% | |
1/26/2024 | Geneos Wealth Management Inc. | 5,700 | $142K | 0.0% | +10.3% | 0.060% | |
1/25/2024 | New Harbor Financial Group LLC | 54,307 | $1.36M | 0.5% | N/A | 0.569% | |
1/25/2024 | HC Advisors LLC | 41,294 | $1.03M | 0.6% | +19.7% | 0.432% | |
1/17/2024 | Bridge Advisory LLC | 18,680 | $467K | 0.2% | -52.5% | 0.196% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 19,054 | $476K | 0.0% | -87.1% | 0.200% | |
1/16/2024 | Raymond James & Associates | 34,155 | $853K | 0.0% | +191.8% | 0.358% | |
1/8/2024 | Optimum Investment Advisors | 8,700 | $217K | 0.1% | +8.1% | 0.091% | |
11/17/2023 | Sprott Inc. | 15,213 | $348K | 0.0% | -3.7% | 0.159% | |
11/9/2023 | UBS Group AG | 172,020 | $3.93M | 0.0% | -2.3% | 1.801% | |
11/8/2023 | Pekin Hardy Strauss Inc. | 30,013 | $686K | 0.1% | -13.4% | 0.314% | |
11/8/2023 | Auxano Advisors LLC | 109,737 | $2.51M | 1.0% | -4.0% | 1.149% | |
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11/7/2023 | HC Advisors LLC | 34,484 | $789K | 0.5% | -3.9% | 0.361% | |
11/6/2023 | ADE LLC | 24,979 | $571K | 0.4% | +2.1% | 0.262% | |
10/31/2023 | Cutter & CO Brokerage Inc. | 13,005 | $297K | 0.1% | -6.8% | 0.136% | |
10/30/2023 | Congress Wealth Management LLC DE | 47,861 | $1.10M | 0.0% | -1.2% | 0.501% | |
10/24/2023 | Stratos Wealth Partners LTD. | 25,229 | $577K | 0.0% | +43.6% | 0.264% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 147,420 | $3.37M | 0.0% | -0.8% | 1.544% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 12,445 | $285K | 0.0% | -15.7% | 0.130% | |
10/23/2023 | Commonwealth Equity Services LLC | 36,726 | $840K | 0.0% | -2.1% | 0.385% | |
10/20/2023 | U.S. Capital Wealth Advisors LLC | 31,727 | $726K | 0.0% | -4.4% | 0.332% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 19,116 | $437K | 0.0% | -10.9% | 0.200% | |