8/15/2025 | IHT Wealth Management LLC | 4,773 | $316K | 0.0% | -5.7% | 0.367% | |
8/15/2025 | Bank of America Corp DE | 10,573 | $699K | 0.0% | -14.3% | 0.813% | |
8/14/2025 | Raymond James Financial Inc. | 93,194 | $6.17M | 0.0% | -20.6% | 7.169% | |
7/28/2025 | Private Wealth Asset Management LLC | 400 | $26K | 0.0% | N/A | 0.031% | |
6/27/2025 | Goldman Sachs Group Inc. | 16,502 | $1.02M | 0.0% | -19.4% | 1.410% | |
5/16/2025 | Goldman Sachs Group Inc. | 16,502 | $1.02M | 0.0% | -19.4% | 1.398% | |
5/13/2025 | Raymond James Financial Inc. | 117,315 | $7.22M | 0.0% | -18.6% | 9.942% | |
5/7/2025 | LPL Financial LLC | 21,673 | $1.33M | 0.0% | +44.6% | 1.806% | |
5/6/2025 | AE Wealth Management LLC | 870 | $54K | 0.0% | -20.5% | 0.073% | |
4/10/2025 | JBGlobal.com LLC | 3,410 | $210K | 0.2% | N/A | 0.277% | |
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2/17/2025 | Bank of America Corp DE | 15,828 | $925K | 0.0% | +39.6% | 1.021% | |
2/14/2025 | IHT Wealth Management LLC | 5,554 | $325K | 0.0% | -3.7% | 0.358% | |
2/13/2025 | Raymond James Financial Inc. | 144,121 | $8.43M | 0.0% | N/A | 9.298% | |
2/13/2025 | Wells Fargo & Company MN | 5,393 | $315K | 0.0% | -5.3% | 0.348% | |
2/12/2025 | Alliancebernstein L.P. | 4,288 | $251K | 0.0% | N/A | 0.277% | |
2/12/2025 | Hazlett Burt & Watson Inc. | 689 | $40K | 0.0% | -68.3% | 0.044% | |
2/11/2025 | LPL Financial LLC | 14,992 | $876K | 0.0% | -1.1% | 0.967% | |
2/7/2025 | Citizens Financial Group Inc. RI | 7,067 | $413K | 0.0% | +3.5% | 0.456% | |
2/6/2025 | Raymond James Financial Inc. | 144,121 | $8.43M | 0.0% | N/A | 9.298% | |
2/6/2025 | SBI Securities Co. Ltd. | 460 | $27K | 0.0% | N/A | 0.030% | |
1/29/2025 | Van ECK Associates Corp | 28,928 | $1.69M | 0.0% | +37.5% | 1.866% | |
1/28/2025 | Stephens Inc. AR | 5,300 | $310K | 0.0% | N/A | 0.342% | |
1/28/2025 | Kingsview Wealth Management LLC | 4,700 | $275K | 0.0% | N/A | 0.303% | |
11/15/2024 | Jane Street Group LLC | 4,195 | $295K | 0.0% | N/A | 0.271% | |
11/15/2024 | IHT Wealth Management LLC | 5,767 | $406K | 0.0% | -3.5% | 0.372% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 2,175 | $152K | 0.1% | -34.6% | 0.140% | |
10/21/2024 | Castleview Partners LLC | 902 | $64K | 0.0% | -46.0% | 0.058% | |
10/18/2024 | Raymond James & Associates | 174,653 | $12.30M | 0.0% | N/A | 11.268% | |
8/8/2024 | Fortune Financial Advisors LLC | 11,511 | $767K | 0.5% | +49.5% | 0.743% | |
7/31/2024 | Van ECK Associates Corp | 21,004 | $1.40M | 0.0% | -42.4% | 1.355% | |
7/31/2024 | Rothschild Investment LLC | 2,200 | $147K | 0.0% | N/A | 0.142% | |
7/26/2024 | Verdence Capital Advisors LLC | 3,600 | $240K | 0.0% | -21.7% | 0.232% | |
7/24/2024 | Family Firm Inc. | 931 | $62K | 0.0% | N/A | 0.060% | |
5/17/2024 | Comerica Bank | 5,297 | $385K | 0.0% | +89.4% | 0.342% | |
5/4/2024 | Riggs Asset Managment Co. Inc. | 91,019 | $6.61M | 1.9% | +1.1% | 5.872% | |
4/30/2024 | Van ECK Associates Corp | 36,460 | $2.65M | 0.0% | -29.2% | 2.352% | |
4/30/2024 | Hazlett Burt & Watson Inc. | 3,325 | $248K | 0.1% | N/A | 0.215% | |
4/26/2024 | Verdence Capital Advisors LLC | 4,600 | $334K | 0.0% | +14.1% | 0.297% | |
3/4/2024 | Tucker Asset Management LLC | 517 | $38K | 0.0% | -23.2% | 0.028% | |
2/14/2024 | Barometer Capital Management Inc. | 9,300 | $686K | 0.2% | -25.0% | 0.508% | |
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2/9/2024 | ProVise Management Group LLC | 4,836 | $357K | 0.0% | -11.7% | 0.264% | |
2/9/2024 | UBS Group AG | 196,391 | $14.49M | 0.0% | +7.4% | 10.732% | |
2/5/2024 | Van ECK Associates Corp | 51,510 | $3.80M | 0.0% | +19.6% | 2.815% | |
2/2/2024 | Citizens Financial Group Inc. RI | 6,825 | $503K | 0.0% | +2.8% | 0.373% | |
2/2/2024 | Truist Financial Corp | 5,315 | $392K | 0.0% | +3.0% | 0.290% | |
2/2/2024 | Simplex Trading LLC | 1,421 | $104K | 0.0% | N/A | 0.078% | |
2/1/2024 | Riggs Asset Managment Co. Inc. | 90,042 | $6.64M | 2.1% | +1.2% | 4.920% | |
2/1/2024 | Verdence Capital Advisors LLC | 4,032 | $297K | 0.0% | N/A | 0.220% | |
1/23/2024 | U S Global Investors Inc. | 500 | $37K | 0.0% | N/A | 0.027% | |
11/15/2023 | Riggs Asset Managment Co. Inc. | 88,996 | $5.84M | 2.1% | +1.8% | 4.863% | |
11/9/2023 | UBS Group AG | 182,920 | $11.99M | 0.0% | +0.2% | 9.996% | |
11/8/2023 | Van ECK Associates Corp | 43,082 | $2.83M | 0.0% | -7.7% | 2.354% | |
11/8/2023 | Barometer Capital Management Inc. | 12,400 | $813K | 0.3% | +61.0% | 0.678% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 10,698 | $701K | 0.0% | +34.8% | 0.585% | |
10/18/2023 | Proficio Capital Partners LLC | 5,130 | $336K | 0.0% | N/A | 0.280% | |
10/13/2023 | Global Retirement Partners LLC | 1,894 | $119K | 0.0% | -9.6% | 0.103% | |
10/11/2023 | AE Wealth Management LLC | 3,109 | $204K | 0.0% | N/A | 0.170% | |
9/8/2023 | Tucker Asset Management LLC | 679 | $43K | 0.0% | -54.3% | 0.037% | |
8/24/2023 | ProVise Management Group LLC | 5,494 | $351K | 0.0% | -34.5% | 0.300% | |
8/10/2023 | Cetera Advisor Networks LLC | 5,112 | $327K | 0.0% | -35.9% | 0.279% | |
8/3/2023 | Atria Wealth Solutions Inc. | 3,166 | $202K | 0.0% | -4.6% | 0.173% | |
8/3/2023 | Van ECK Associates Corp | 46,694 | $2.99M | 0.0% | -19.7% | 2.552% | |
8/1/2023 | Truist Financial Corp | 6,053 | $387K | 0.0% | N/A | 0.315% | |
7/31/2023 | LPL Financial LLC | 25,122 | $1.61M | 0.0% | -22.4% | 1.308% | |
7/25/2023 | Camelot Portfolios LLC | 7,532 | $482K | 0.3% | N/A | 0.392% | |
7/21/2023 | Riggs Asset Managment Co. Inc. | 87,435 | $5.59M | 2.0% | +1.6% | 4.554% | |
7/20/2023 | Global Retirement Partners LLC | 2,095 | $134K | 0.0% | -19.9% | 0.109% | |
7/14/2023 | SeaCrest Wealth Management LLC | 7,690 | $492K | 0.1% | -23.6% | 0.401% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 7,939 | $508K | 0.0% | -45.5% | 0.413% | |
6/14/2023 | Atria Wealth Solutions Inc. | 3,320 | $212K | 0.0% | N/A | 0.173% | |
5/15/2023 | Catalyst Capital Advisors LLC | 1,479 | $94K | 0.0% | -18.3% | 0.077% | |
5/12/2023 | SeaCrest Wealth Management LLC | 10,062 | $641K | 0.1% | +4.6% | 0.524% | |
5/11/2023 | Tucker Asset Management LLC | 1,485 | $95K | 0.0% | N/A | 0.077% | |
5/10/2023 | Moran Wealth Management LLC | 15,157 | $966K | 0.0% | +2.7% | 0.789% | |
5/10/2023 | Resources Investment Advisors LLC. | 5,152 | $328K | 0.0% | -12.5% | 0.268% | |
5/9/2023 | Riggs Asset Managment Co. Inc. | 86,052 | $5.49M | 2.1% | +29,883.3% | 4.482% | |
5/8/2023 | ProVise Management Group LLC | 8,394 | $535K | 0.1% | -10.6% | 0.437% | |
5/8/2023 | Global Retirement Partners LLC | 2,617 | $155K | 0.0% | +26.3% | 0.136% | |
5/3/2023 | Van ECK Associates Corp | 58,132 | $3.71M | 0.0% | -13.1% | 3.028% | |
5/1/2023 | Migdal Insurance & Financial Holdings Ltd. | 652 | $42K | 0.0% | N/A | 0.034% | |
4/28/2023 | U S Global Investors Inc. | 800 | $51K | 0.0% | N/A | 0.042% | |
4/25/2023 | Millburn Ridgefield Corp | 1,479 | $94K | 0.0% | -18.3% | 0.077% | |
4/14/2023 | Raymond James & Associates | 6,859 | $437K | 0.0% | N/A | 0.375% | |
2/13/2023 | Moran Wealth Management LLC | 14,757 | $854K | 0.0% | N/A | 0.834% | |
2/10/2023 | ProVise Management Group LLC | 9,394 | $543K | 0.1% | +19.0% | 0.531% | |
2/9/2023 | Citizens Financial Group Inc RI | 6,641 | $384K | 0.0% | +4.9% | 0.375% | |
2/8/2023 | UBS Group AG | 164,971 | $9.54M | 0.0% | +6.9% | 9.320% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 3,982 | $230K | 0.0% | -22.9% | 0.225% | |
2/8/2023 | Van ECK Associates Corp | 66,861 | $3.87M | 0.0% | -4.0% | 3.777% | |
2/7/2023 | Catalyst Capital Advisors LLC | 1,810 | $105K | 0.0% | -23.7% | 0.102% | |
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2/7/2023 | LPL Financial LLC | 25,116 | $1.45M | 0.0% | +24.0% | 1.419% | |
2/7/2023 | Cutler Group LLC CA | 1,480 | $85K | 0.0% | +155.2% | 0.084% | |
2/7/2023 | IFP Advisors Inc | 7,033 | $342K | 0.0% | +9.0% | 0.397% | |
2/7/2023 | Envestnet Asset Management Inc. | 4,585 | $265K | 0.0% | N/A | 0.259% | |
2/3/2023 | Spire Wealth Management | 896 | $52K | 0.0% | N/A | 0.051% | |
2/2/2023 | Resources Investment Advisors LLC. | 5,890 | $341K | 0.0% | N/A | 0.333% | |
2/1/2023 | Bank of Montreal Can | 8,242 | $517K | 0.0% | +7,602.8% | 0.466% | |
1/20/2023 | Millburn Ridgefield Corp | 1,810 | $105K | 0.0% | -23.7% | 0.106% | |
11/16/2022 | SeaCrest Wealth Management LLC | 11,688 | $558K | 0.1% | +640.7% | 0.700% | |
11/15/2022 | Financial Advocates Investment Management | 6,802 | $325K | 0.0% | -49.9% | 0.407% | |