7/26/2024 | Walkner Condon Financial Advisors LLC | 17,701 | $513K | 0.1% | -21.5% | 0.017% | |
7/26/2024 | WealthShield Partners LLC | 26,325 | $762K | 0.1% | +127.6% | 0.025% | |
7/26/2024 | Park Edge Advisors LLC | 69,912 | $2.02M | 0.6% | -1.1% | 0.066% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 84,808 | $2.46M | 0.0% | +24.0% | 0.080% | |
7/26/2024 | Proficio Capital Partners LLC | 175,095 | $5.07M | 0.5% | +8.8% | 0.164% | |
7/23/2024 | WESPAC Advisors SoCal LLC | 46,991 | $1.36M | 0.3% | N/A | 0.044% | |
|
7/23/2024 | Shelton Wealth Management LLC | 9,803 | $284K | 0.2% | +6.8% | 0.009% | |
7/22/2024 | Krilogy Financial LLC | 118,397 | $3.43M | 0.3% | -17.6% | 0.111% | |
7/20/2024 | Avid Wealth Partners LLC | 239,483 | $6.93M | 5.4% | -5.1% | 0.225% | |
7/20/2024 | Continuum Advisory LLC | 41,181 | $1.19M | 0.2% | +1.3% | 0.039% | |
7/19/2024 | SFG Wealth Management LLC. | 43,404 | $1.26M | 0.7% | +1.7% | 0.041% | |
7/19/2024 | Raymond James & Associates | 86,091 | $2.49M | 0.0% | +2.2% | 0.081% | |
7/19/2024 | E&G Advisors LP | 12,234 | $354K | 0.1% | N/A | 0.011% | |
7/19/2024 | World Equity Group Inc. | 18,089 | $524K | 0.2% | +12.7% | 0.017% | |
7/18/2024 | Brookstone Capital Management | 16,373 | $476K | 0.0% | +17.4% | 0.015% | |
7/17/2024 | Archford Capital Strategies LLC | 12,568 | $364K | 0.1% | +11.1% | 0.012% | |
7/17/2024 | Savior LLC | 23,478 | $680K | 3.5% | +129.1% | 0.022% | |
7/17/2024 | Keudell Morrison Wealth Management | 9,970 | $289K | 0.1% | N/A | 0.009% | |
7/16/2024 | Great Valley Advisor Group Inc. | 23,409 | $677K | 0.0% | +26.4% | 0.022% | |
7/16/2024 | Lee Johnson Capital Management LLC | 370,618 | $10.73M | 5.5% | N/A | 0.348% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 238,597 | $6.91M | 0.0% | +46.1% | 0.224% | |
7/16/2024 | Apeiron RIA LLC | 17,092 | $495K | 0.2% | +5.9% | 0.016% | |
7/16/2024 | Brendel Financial Advisors LLC | 22,590 | $654K | 0.4% | -5.3% | 0.021% | |
7/16/2024 | Cooper Financial Group | 25,159 | $728K | 0.1% | +64.3% | 0.024% | |
7/16/2024 | Sequoia Financial Advisors LLC | 6,929 | $201K | 0.0% | N/A | 0.007% | |
7/16/2024 | Alpha Cubed Investments LLC | 33,728 | $976K | 0.0% | N/A | 0.032% | |
7/16/2024 | PCG Wealth Advisors LLC | 9,390 | $272K | 0.1% | N/A | 0.009% | |
7/12/2024 | Peak Financial Advisors LLC | 70,079 | $2.03M | 1.2% | +4.5% | 0.066% | |
7/12/2024 | Diversify Advisory Services LLC | 177,295 | $5.27M | 0.3% | +0.9% | 0.166% | |
7/12/2024 | Columbus Macro LLC | 17,361 | $503K | 0.2% | +7.0% | 0.016% | |
7/12/2024 | SG Americas Securities LLC | 42,264 | $1.22M | 0.0% | +12.0% | 0.040% | |
7/11/2024 | Juncture Wealth Strategies LLC | 142,667 | $4.13M | 1.7% | -5.7% | 0.134% | |
7/11/2024 | Pacifica Partners Inc. | 1,330 | $40K | 0.0% | +303.0% | 0.001% | |
7/11/2024 | Parkside Investments LLC | 356,080 | $10.31M | 1.6% | +1.6% | 0.334% | |
7/5/2024 | HBW Advisory Services LLC | 14,744 | $427K | 0.1% | +9.6% | 0.014% | |
7/2/2024 | Massmutual Trust Co. FSB ADV | 4,000 | $116K | 0.0% | N/A | 0.004% | |
7/1/2024 | Confluence Investment Management LLC | 419,064 | $12.13M | 0.2% | +9.2% | 0.393% | |
6/21/2024 | Cape Investment Advisory Inc. | 1,185 | $34K | 0.0% | -40.8% | 0.001% | |
5/30/2024 | Cambridge Trust Co. | 1,750 | $50K | 0.0% | N/A | 0.002% | |
5/17/2024 | Creekmur Asset Management LLC | 6,665 | $192K | 0.1% | -50.6% | 0.006% | |
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5/16/2024 | Jane Street Group LLC | 1,002,247 | $28.90M | 0.0% | -31.7% | 0.941% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 16,778 | $454K | 0.0% | -46.6% | 0.016% | |
5/16/2024 | Kamunting Street Capital Management L.P. | 76,169 | $2.20M | 2.1% | +27.0% | 0.071% | |
5/16/2024 | BlueCrest Capital Management Ltd | 7,200 | $208K | 0.0% | -94.5% | 0.007% | |
5/15/2024 | Beaird Harris Wealth Management LLC | 1,283 | $37K | 0.0% | N/A | 0.001% | |
5/15/2024 | Hhlr Advisors LTD. | 100,000 | $2.88M | 0.1% | N/A | 0.094% | |
5/15/2024 | Gamco Investors INC. ET AL | 30,000 | $865K | 0.0% | N/A | 0.028% | |
5/14/2024 | Stamos Capital Partners L.P. | 31,160 | $898K | 0.2% | +49.8% | 0.029% | |
5/14/2024 | CreativeOne Wealth LLC | 15,063 | $434K | 0.0% | N/A | 0.014% | |
5/14/2024 | Castle Hook Partners LP | 1,833,519 | $52.86M | 1.5% | +76.0% | 1.721% | |
5/14/2024 | Herr Investment Group LLC | 10,747 | $310K | 0.1% | -65.0% | 0.010% | |
5/14/2024 | National Bank of Canada FI | 628,874 | $19.61M | 0.0% | +8.3% | 0.590% | |
5/14/2024 | Lake Street Advisors Group LLC | 14,308 | $412K | 0.0% | N/A | 0.013% | |
5/13/2024 | Basso Capital Management L.P. | 25,650 | $739K | 0.7% | +1,250.0% | 0.024% | |
5/11/2024 | Capital Wealth Alliance LLC | 10,828 | $312K | 0.2% | +5.7% | 0.010% | |
5/10/2024 | J.Safra Asset Management Corp | 13,917 | $401K | 0.0% | N/A | 0.013% | |
5/10/2024 | Banco BTG Pactual S.A. | 445,050 | $12.83M | 2.2% | +13.0% | 0.418% | |
5/9/2024 | Picton Mahoney Asset Management | 13,300 | $383K | 0.0% | -34.8% | 0.012% | |
5/9/2024 | Kingsview Wealth Management LLC | 95,101 | $2.74M | 0.1% | +35.3% | 0.089% | |
5/9/2024 | Avid Wealth Partners LLC | 252,451 | $7.28M | 5.8% | +13.5% | 0.237% | |
5/8/2024 | Avantax Advisory Services Inc. | 22,056 | $636K | 0.0% | +20.1% | 0.021% | |
5/7/2024 | Oppenheimer & Co. Inc. | 76,702 | $2.21M | 0.0% | +55.8% | 0.072% | |
5/7/2024 | Prospera Private Wealth LLC | 204,012 | $5.88M | 4.1% | +1.9% | 0.191% | |
5/7/2024 | SG Americas Securities LLC | 37,725 | $1.09M | 0.0% | -5.2% | 0.035% | |
5/7/2024 | Deuterium Capital Management LLC | 27,169 | $783K | 1.4% | -41.2% | 0.025% | |
5/6/2024 | MGB Wealth Management LLC | 22,995 | $662K | 0.3% | +12.2% | 0.022% | |
5/4/2024 | Geneos Wealth Management Inc. | 35,722 | $1.03M | 0.0% | -7.9% | 0.034% | |
5/4/2024 | Riggs Asset Managment Co. Inc. | 210,798 | $6.08M | 1.8% | +2.1% | 0.198% | |
5/4/2024 | Capital Management Associates NY | 30,000 | $865K | 1.0% | N/A | 0.028% | |
5/3/2024 | Wellington Shields Capital Management LLC | 56,600 | $1.63M | 0.3% | +45.7% | 0.053% | |
5/3/2024 | Proficio Capital Partners LLC | 160,875 | $4.64M | 0.5% | +232.0% | 0.151% | |
5/2/2024 | Lionsbridge Wealth Management LLC | 29,351 | $846K | 0.7% | N/A | 0.028% | |
5/2/2024 | Fidelis Capital Partners LLC | 10,383 | $299K | 0.1% | +15.2% | 0.010% | |
5/2/2024 | Lewis Asset Management LLC | 8,943 | $258K | 0.2% | N/A | 0.008% | |
5/2/2024 | Greenwood Capital Associates LLC | 50,794 | $1.46M | 0.2% | -0.9% | 0.048% | |
5/2/2024 | Fortem Financial Group LLC | 238,662 | $6.88M | 3.0% | +7.4% | 0.224% | |
5/1/2024 | Janney Montgomery Scott LLC | 38,138 | $1.10M | 0.0% | +33.3% | 0.036% | |
5/1/2024 | BNP Paribas Financial Markets | 183,881 | $5.30M | 0.0% | +139.3% | 0.174% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 539,997 | $15.57M | 0.0% | +62.7% | 0.512% | |
5/1/2024 | Diversify Advisory Services LLC | 175,659 | $5.29M | 0.3% | N/A | 0.166% | |
4/30/2024 | HB Wealth Management LLC | 9,138 | $263K | 0.0% | N/A | 0.009% | |
4/30/2024 | Ariose Capital Management Ltd | 32,310 | $931K | 0.5% | N/A | 0.031% | |
4/29/2024 | Commonwealth Equity Services LLC | 214,086 | $6.17M | 0.0% | +31.0% | 0.203% | |
4/29/2024 | Benjamin Edwards Inc. | 41,512 | $1.20M | 0.2% | +7.4% | 0.039% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 814,031 | $23.47M | 0.4% | +3.6% | 0.771% | |
4/29/2024 | Fiduciary Planning LLC | 58,109 | $1.68M | 0.6% | +12.8% | 0.055% | |
4/27/2024 | Millburn Ridgefield Corp | 2,184 | $63K | 0.0% | N/A | 0.002% | |
4/27/2024 | K.J. Harrison & Partners Inc | 11,043 | $318K | 0.0% | -44.9% | 0.010% | |
4/26/2024 | Highview Capital Management LLC DE | 151,828 | $4.38M | 2.0% | +109.1% | 0.144% | |
4/26/2024 | SFG Wealth Management LLC. | 42,661 | $1.23M | 0.7% | -40.6% | 0.040% | |
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4/25/2024 | Capital Investment Advisory Services LLC | 2,313 | $67K | 0.0% | -93.7% | 0.002% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 68,386 | $1.97M | 0.0% | +25.9% | 0.065% | |
4/24/2024 | Krilogy Financial LLC | 143,646 | $4.14M | 0.3% | +508.4% | 0.136% | |
4/24/2024 | U S Global Investors Inc. | 2,400 | $69K | 0.0% | +118.2% | 0.002% | |
4/23/2024 | Global Retirement Partners LLC | 2,772 | $80K | 0.0% | -90.9% | 0.003% | |
4/23/2024 | Regatta Capital Group LLC | 12,214 | $352K | 0.1% | -16.9% | 0.012% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 52,467 | $1.51M | 0.0% | +237.6% | 0.050% | |
4/22/2024 | Confluence Wealth Services Inc. | 9,011 | $260K | 0.0% | N/A | 0.009% | |
4/22/2024 | Waycross Investment Management Co | 18,750 | $541K | 0.5% | N/A | 0.018% | |
4/20/2024 | KWB Wealth | 13,592 | $392K | 0.1% | +9.5% | 0.013% | |