4/26/2024 | Guild Investment Management Inc. | 88,660 | $880K | 1.1% | -35.4% | 0.118% | |
4/19/2024 | PCG Wealth Advisors LLC | 50,403 | $501K | 0.2% | +17.6% | 0.067% | |
4/18/2024 | Pettinga Financial Advisors LLC | 29,743 | $295K | 0.1% | +3.3% | 0.039% | |
4/12/2024 | Southland Equity Partners LLC | 20,788 | $206K | 0.1% | +56.0% | 0.031% | |
4/11/2024 | Ballew Advisors Inc | 130,092 | $1.29M | 0.9% | +8.3% | 0.191% | |
4/10/2024 | One Plus One Wealth Management LLC | 1,315,463 | $13.06M | 7.5% | +25.5% | 1.930% | |
|
2/14/2024 | Barometer Capital Management Inc. | 87,000 | $870K | 0.3% | +57.0% | 0.128% | |
2/8/2024 | Main Street Financial Solutions LLC | 14,700 | $147K | 0.0% | -11.7% | 0.022% | |
2/7/2024 | Monaco Asset Management SAM | 619,000 | $6.19M | 1.8% | +65.1% | 0.908% | |
2/6/2024 | Fielder Capital Group LLC | 25,457 | $255K | 0.2% | N/A | 0.037% | |
2/2/2024 | K.J. Harrison & Partners Inc | 62,065 | $621K | 0.1% | +75.9% | 0.091% | |
2/1/2024 | Parkside Financial Bank & Trust | 6,000 | $60K | 0.0% | N/A | 0.009% | |
2/1/2024 | Sigma Planning Corp | 14,154 | $142K | 0.0% | -38.1% | 0.021% | |
1/31/2024 | HTLF Bank | 73,334 | $733K | 0.1% | N/A | 0.108% | |
1/30/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 27,114 | $271K | 0.1% | +8.9% | 0.040% | |
1/30/2024 | PCG Wealth Advisors LLC | 42,871 | $429K | 0.2% | +26.2% | 0.063% | |
1/30/2024 | Vontobel Holding Ltd. | 125,000 | $1.25M | 0.0% | +25.0% | 0.183% | |
1/24/2024 | Stratos Wealth Partners LTD. | 27,846 | $278K | 0.0% | -19.3% | 0.041% | |
1/23/2024 | U S Global Investors Inc. | 2,900 | $29K | 0.0% | N/A | 0.004% | |
1/23/2024 | RPg Family Wealth Advisory LLC | 118,229 | $1.18M | 0.4% | +82.0% | 0.173% | |
1/22/2024 | One Plus One Wealth Management LLC | 1,048,547 | $10.49M | 6.4% | -19.8% | 1.539% | |
1/18/2024 | Ballew Advisors Inc | 120,092 | $1.10M | 0.8% | -7.7% | 0.176% | |
1/18/2024 | Pettinga Financial Advisors LLC | 28,793 | $288K | 0.1% | -8.0% | 0.042% | |
1/16/2024 | Wealthsource Partners LLC | 40,704 | $407K | 0.0% | -48.0% | 0.060% | |
1/12/2024 | Willis Johnson & Associates Inc. | 11,408 | $114K | 0.0% | N/A | 0.017% | |
1/12/2024 | Guild Investment Management Inc. | 137,310 | $1.37M | 2.2% | -19.2% | 0.201% | |
1/11/2024 | LexAurum Advisors LLC | 44,560 | $446K | 0.1% | +27.0% | 0.065% | |
1/9/2024 | Southland Equity Partners LLC | 13,324 | $133K | 0.0% | N/A | 0.020% | |
11/16/2023 | Moneta Group Investment Advisors LLC | 72,786 | $617K | 0.0% | -1.9% | 0.107% | |
11/15/2023 | Insigneo Advisory Services LLC | 138,697 | $1.18M | 0.2% | +35.0% | 0.204% | |
11/13/2023 | Hollencrest Capital Management | 32,070 | $272K | 0.0% | +9.6% | 0.047% | |
11/13/2023 | RPg Family Wealth Advisory LLC | 64,955 | $551K | 0.2% | +6.9% | 0.095% | |
11/13/2023 | Wealthsource Partners LLC | 78,300 | $664K | 0.0% | +7.4% | 0.115% | |
11/8/2023 | Barometer Capital Management Inc. | 55,400 | $470K | 0.2% | -29.9% | 0.081% | |
11/8/2023 | Pekin Hardy Strauss Inc. | 93,606 | $794K | 0.1% | -5.1% | 0.137% | |
11/7/2023 | Monaco Asset Management SAM | 375,000 | $3.18M | 0.9% | +400.0% | 0.550% | |
11/6/2023 | Parsons Capital Management Inc. RI | 88,740 | $753K | 0.1% | -1.8% | 0.130% | |
11/1/2023 | Nwam LLC | 88,381 | $749K | 0.1% | -8.9% | 0.130% | |
10/31/2023 | K.J. Harrison & Partners Inc | 35,275 | $299K | 0.1% | +39.6% | 0.052% | |
10/24/2023 | Stratos Wealth Partners LTD. | 34,499 | $293K | 0.0% | +71.7% | 0.051% | |
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10/24/2023 | Cambridge Investment Research Advisors Inc. | 73,688 | $625K | 0.0% | -1.7% | 0.108% | |
10/23/2023 | Commonwealth Equity Services LLC | 418,411 | $3.55M | 0.0% | +54.6% | 0.614% | |
10/17/2023 | Heartwood Wealth Advisors LLC | 76,608 | $650K | 0.1% | +93.6% | 0.112% | |
10/12/2023 | One Plus One Wealth Management LLC | 1,308,207 | $11.09M | 7.2% | +35.3% | 1.920% | |
10/10/2023 | National Bank of Canada FI | 3,230 | $26K | 0.0% | -30.2% | 0.005% | |
10/6/2023 | Ballew Advisors Inc | 130,089 | $1.04M | 0.9% | +8.3% | 0.191% | |
8/24/2023 | Arlington Capital Management Inc. | 283,167 | $2.66M | 2.3% | -2.0% | 0.416% | |
8/15/2023 | Insigneo Advisory Services LLC | 102,732 | $964K | 0.2% | +2.7% | 0.151% | |
8/14/2023 | Prelude Capital Management LLC | 17,184 | $161K | 0.0% | -13.9% | 0.025% | |
8/11/2023 | Cibc World Market Inc. | 53,919 | $506K | 0.0% | -33.0% | 0.079% | |
8/11/2023 | Buckingham Strategic Wealth LLC | 12,825 | $120K | 0.0% | N/A | 0.019% | |
8/11/2023 | D.A. Davidson & CO. | 115,939 | $1.09M | 0.0% | N/A | 0.170% | |
8/10/2023 | Osaic Holdings Inc. | 299,202 | $2.83M | 0.0% | +9.5% | 0.439% | |
8/10/2023 | Hollencrest Capital Management | 29,270 | $275K | 0.0% | -4.3% | 0.043% | |
8/10/2023 | Commonwealth Equity Services LLC | 270,567 | $2.54M | 0.0% | +878.6% | 0.397% | |
8/10/2023 | Nwam LLC | 97,068 | $911K | 0.1% | N/A | 0.142% | |
8/10/2023 | Cetera Investment Advisers | 131,072 | $1.23M | 0.0% | +20.7% | 0.192% | |
8/9/2023 | Banque Cantonale Vaudoise | 5,000 | $47K | 0.0% | N/A | 0.007% | |
8/8/2023 | Pekin Hardy Strauss Inc. | 98,606 | $925K | 0.1% | +10.1% | 0.145% | |
8/8/2023 | Monaco Asset Management SAM | 75,000 | $704K | 0.2% | N/A | 0.110% | |
8/7/2023 | Cowen AND Company LLC | 349,902 | $3.28M | 0.3% | -67.4% | 0.513% | |
8/4/2023 | Simplex Trading LLC | 96,792 | $907K | 0.0% | -6.1% | 0.142% | |
8/4/2023 | Parsons Capital Management Inc. RI | 90,340 | $847K | 0.1% | +11.8% | 0.133% | |
8/3/2023 | Larson Financial Group LLC | 11,710 | $110K | 0.0% | N/A | 0.017% | |
8/3/2023 | Coldstream Capital Management Inc. | 138,484 | $1.30M | 0.0% | -30.8% | 0.203% | |
7/31/2023 | LPL Financial LLC | 311,088 | $2.92M | 0.0% | +6.7% | 0.469% | |
7/31/2023 | Verus Capital Partners LLC | 98,500 | $924K | 0.1% | +2.3% | 0.148% | |
7/26/2023 | National Bank of Canada FI | 4,629 | $43K | 0.0% | -33.4% | 0.007% | |
7/26/2023 | RIA Advisory Group LLC | 18,351 | $172K | 0.1% | +61.6% | 0.028% | |
7/21/2023 | K.J. Harrison & Partners Inc | 25,275 | $236K | 0.0% | -5.1% | 0.038% | |
7/21/2023 | Activest Wealth Management | 1,619 | $80K | 0.1% | N/A | 0.002% | |
7/20/2023 | International Assets Investment Management LLC | 18,354 | $226K | 0.0% | N/A | 0.028% | |
7/20/2023 | PCG Wealth Advisors LLC | 27,680 | $260K | 0.2% | +70.9% | 0.042% | |
7/20/2023 | Guild Investment Management Inc. | 170,650 | $1.60M | 2.3% | -2.1% | 0.257% | |
7/19/2023 | Krilogy Financial LLC | 41,460 | $389K | 0.0% | -32.4% | 0.062% | |
7/18/2023 | Stratos Wealth Partners LTD. | 20,092 | $188K | 0.0% | N/A | 0.030% | |
7/17/2023 | One Plus One Wealth Management LLC | 966,996 | $9.07M | 5.8% | +5.7% | 1.456% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 74,943 | $703K | 0.0% | -22.2% | 0.113% | |
6/1/2023 | Prelude Capital Management LLC | 19,957 | $222K | 0.0% | +11.8% | 0.030% | |
5/11/2023 | Insigneo Advisory Services LLC | 100,002 | $1.11M | 0.4% | N/A | 0.151% | |
5/10/2023 | Mach 1 Financial Group LLC | 1,764 | $19.62M | 0.1% | N/A | 0.003% | |
5/10/2023 | LPL Financial LLC | 291,530 | $3.24M | 0.0% | -1.6% | 0.439% | |
5/9/2023 | Cowen AND Company LLC | 1,072,434 | $11.93M | 1.4% | +69.0% | 1.616% | |
5/9/2023 | Wedbush Securities Inc. | 21,368 | $238K | 0.0% | -4.5% | 0.032% | |
5/9/2023 | Verus Capital Partners LLC | 96,250 | $1.07M | 0.2% | +12.4% | 0.145% | |
5/8/2023 | PCG Wealth Advisors LLC | 16,200 | $180K | 0.1% | +35.0% | 0.024% | |
5/8/2023 | Pekin Hardy Strauss Inc. | 89,576 | $996K | 0.1% | -2.0% | 0.135% | |
5/3/2023 | Krilogy Financial LLC | 61,320 | $682K | 0.1% | -6.7% | 0.092% | |
5/1/2023 | Money Concepts Capital Corp | 82,233 | $477K | 0.0% | +1,194.2% | 0.124% | |
4/27/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 29,483 | $330K | 0.1% | -11.6% | 0.044% | |
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4/21/2023 | Main Street Financial Solutions LLC | 16,650 | $185K | 0.0% | -10.0% | 0.025% | |
4/21/2023 | Pettinga Financial Advisors LLC | 31,426 | $349K | 0.1% | +4.9% | 0.047% | |
4/21/2023 | Walkner Condon Financial Advisors LLC | 17,800 | $198K | 0.1% | N/A | 0.027% | |
4/19/2023 | RPg Family Wealth Advisory LLC | 55,361 | $616K | 0.3% | +23.8% | 0.083% | |
4/18/2023 | Guild Investment Management Inc. | 174,340 | $1.94M | 3.0% | -3.5% | 0.261% | |
4/17/2023 | Parsons Capital Management Inc. RI | 80,840 | $899K | 0.1% | +14.1% | 0.121% | |
4/14/2023 | Heartwood Wealth Advisors LLC | 39,072 | $434K | 0.1% | +5.0% | 0.059% | |
4/13/2023 | Dubuque Bank & Trust Co. | 73,334 | $815K | 0.1% | +3.5% | 0.110% | |
4/13/2023 | One Plus One Wealth Management LLC | 914,769 | $10.17M | 7.2% | +86.6% | 1.370% | |
2/14/2023 | PCG Wealth Advisors LLC | 12,000 | $127K | 0.1% | -40.0% | 0.018% | |