4/30/2024 | Navis Wealth Advisors LLC | 18,536 | $76K | 0.1% | -21.3% | 0.144% | |
1/24/2024 | International Assets Investment Management LLC | 32,280 | $97K | 0.0% | N/A | 0.245% | |
11/13/2023 | Concorde Asset Management LLC | 48,260 | $165K | 0.1% | +110.6% | 0.367% | |
11/1/2023 | Wealthfront Advisers LLC | 25,421 | $87K | 0.0% | -35.8% | 0.193% | |
7/31/2023 | Mutual Advisors LLC | 34,966 | $90K | 0.0% | +40.4% | 0.266% | |
7/25/2023 | Concorde Asset Management LLC | 22,920 | $59K | 0.1% | -14.9% | 0.174% | |
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7/20/2023 | International Assets Investment Management LLC | 10,278 | $39K | 0.0% | N/A | 0.078% | |
6/20/2023 | Psagot Value Holdings Ltd. Israel | 8,735 | $25K | 0.0% | N/A | 0.066% | |
5/10/2023 | Banco BTG Pactual S.A. | 389,800 | $1.12M | 0.4% | -6.3% | 2.962% | |
4/28/2023 | Wealthfront Advisers LLC | 32,870 | $95K | 0.0% | +39.0% | 0.250% | |
4/11/2023 | Mutual Advisors LLC | 24,899 | $72K | 0.0% | N/A | 0.182% | |
3/6/2023 | OLD Mission Capital LLC | 261,815 | $943K | 0.0% | N/A | 1.912% | |
2/9/2023 | Tocqueville Asset Management L.P. | 102,511 | $369K | 0.0% | N/A | 0.749% | |
2/8/2023 | Lincoln National Corp | 22,787 | $82K | 0.0% | +79.9% | 0.166% | |
2/7/2023 | Waycross Investment Management Co | 15,500 | $56K | 0.1% | N/A | 0.113% | |
2/7/2023 | LPL Financial LLC | 136,898 | $493K | 0.0% | -3.2% | 1.000% | |
2/2/2023 | Concorde Asset Management LLC | 28,220 | $102K | 0.1% | N/A | 0.206% | |
2/1/2023 | Janney Montgomery Scott LLC | 13,968 | $50K | 0.0% | N/A | 0.102% | |
1/30/2023 | International Assets Investment Management LLC | 39,245 | $94K | 0.0% | +265.6% | 0.287% | |
1/25/2023 | Navis Wealth Advisors LLC | 27,239 | $98K | 0.1% | -63.5% | 0.199% | |
1/24/2023 | International Assets Investment Management LLC | 39,245 | $94K | 0.0% | +265.6% | 0.287% | |
1/12/2023 | A. D. Beadell Investment Counsel Inc. | 20,100 | $72K | 0.1% | N/A | 0.147% | |
11/16/2022 | Gerber Kawasaki Wealth & Investment Management | 14,490 | $61K | 0.0% | -13.2% | 0.106% | |
11/15/2022 | Banco BTG Pactual S.A. | 415,800 | $1.77M | 1.0% | +3.0% | 3.037% | |
11/10/2022 | Kingsbury Capital Investment Advisors LLC | 65,973 | $280K | 0.4% | +377.8% | 0.482% | |
11/3/2022 | Mutual Advisors LLC | 19,368 | $82K | 0.0% | N/A | 0.141% | |
10/31/2022 | Emfo LLC | 8,195 | $35K | 0.0% | -34.9% | 0.060% | |
10/31/2022 | International Assets Investment Management LLC | 10,735 | $54K | 0.0% | N/A | 0.078% | |
10/27/2022 | Navis Wealth Advisors LLC | 74,541 | $317K | 0.5% | +4.3% | 0.544% | |
8/9/2022 | Navis Wealth Advisors LLC | 71,465 | $376K | 0.4% | -15.9% | 0.525% | |
8/4/2022 | Gerber Kawasaki Wealth & Investment Management | 16,690 | $87K | 0.0% | -27.2% | 0.123% | |
7/27/2022 | Emfo LLC | 12,595 | $66K | 0.1% | +53.7% | 0.093% | |
7/20/2022 | Wealthfront Advisers LLC | 17,240 | $91K | 0.0% | +33.4% | 0.127% | |
7/19/2022 | Commonwealth Equity Services LLC | 36,501 | $192K | 0.0% | -23.4% | 0.268% | |
5/12/2022 | Gerber Kawasaki Wealth & Investment Management | 22,932 | $245K | 0.0% | -73.5% | 0.166% | |
5/9/2022 | Lincoln National Corp | 13,653 | $147K | 0.0% | N/A | 0.099% | |
5/4/2022 | Commonwealth Equity Services LLC | 47,664 | $510K | 0.0% | -44.3% | 0.345% | |
4/12/2022 | A. D. Beadell Investment Counsel Inc. | 23,900 | $255K | 0.2% | -55.1% | 0.173% | |
2/16/2022 | ETF Store Inc. | 11,362 | $132K | 0.1% | N/A | 0.082% | |
2/15/2022 | Raffles Associates LP | 15,000 | $195K | 0.2% | N/A | 0.108% | |
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2/11/2022 | Navis Wealth Advisors LLC | 109,154 | $1.42M | 1.2% | +87.0% | 0.784% | |
2/8/2022 | AllSquare Wealth Management LLC | 3,150 | $41K | 0.0% | N/A | 0.023% | |
2/7/2022 | Ameritas Advisory Services LLC | 22,519 | $293K | 0.0% | N/A | 0.162% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 50,152 | $652K | 0.0% | +2.7% | 0.356% | |
2/3/2022 | Advisor Group Holdings Inc. | 37,933 | $493K | 0.0% | -20.6% | 0.270% | |
2/2/2022 | Sigma Planning Corp | 13,417 | $174K | 0.0% | -26.0% | 0.095% | |
1/31/2022 | Commonwealth Equity Services LLC | 85,563 | $1.11M | 0.0% | +18.1% | 0.608% | |
1/27/2022 | Emfo LLC | 8,195 | $107K | 0.1% | +26.1% | 0.058% | |
1/24/2022 | Avantax Advisory Services Inc. | 10,409 | $135K | 0.0% | -14.6% | 0.074% | |
1/21/2022 | Wealthfront Advisers LLC | 13,419 | $175K | 0.0% | N/A | 0.093% | |
1/20/2022 | Kestra Advisory Services LLC | 114,447 | $1.49M | 0.0% | -2.6% | 0.795% | |
1/20/2022 | AE Wealth Management LLC | 43,500 | $565K | 0.0% | -7.7% | 0.302% | |
1/19/2022 | A. D. Beadell Investment Counsel Inc. | 53,200 | $691K | 0.4% | +16.9% | 0.369% | |
1/14/2022 | Spire Wealth Management | 3,584 | $47K | 0.0% | N/A | 0.025% | |
11/16/2021 | Navis Wealth Advisors LLC | 58,384 | $960K | 0.7% | -11.9% | 0.394% | |
11/16/2021 | Thrivent Financial for Lutherans | 12,525 | $206K | 0.0% | -28.5% | 0.085% | |
11/16/2021 | LPL Financial LLC | 248,408 | $4.09M | 0.0% | +13.2% | 1.677% | |
11/15/2021 | Royal Bank of Canada | 262,882 | $4.32M | 0.0% | -25.8% | 1.775% | |
11/12/2021 | Equitable Holdings Inc. | 18,064 | $297K | 0.0% | N/A | 0.122% | |
11/5/2021 | Advisor Group Holdings Inc. | 47,770 | $785K | 0.0% | -1.9% | 0.323% | |
11/4/2021 | Wilbanks Smith & Thomas Asset Management LLC | 12,128 | $200K | 0.0% | N/A | 0.082% | |
11/1/2021 | AE Wealth Management LLC | 47,150 | $776K | 0.0% | -6.1% | 0.318% | |
10/29/2021 | Janney Montgomery Scott LLC | 24,801 | $408K | 0.0% | +8.2% | 0.167% | |
10/29/2021 | Commonwealth Equity Services LLC | 72,432 | $1.19M | 0.0% | +27.8% | 0.489% | |
10/28/2021 | Sigma Planning Corp | 18,127 | $298K | 0.0% | +30.5% | 0.122% | |
10/21/2021 | Avantax Advisory Services Inc. | 12,189 | $198K | 0.0% | +20.2% | 0.081% | |
10/19/2021 | Kestra Advisory Services LLC | 117,533 | $1.93M | 0.0% | -18.9% | 0.783% | |
10/15/2021 | NEXT Financial Group Inc | 27,125 | $446K | 0.0% | -2.5% | 0.180% | |
10/13/2021 | A. D. Beadell Investment Counsel Inc. | 45,500 | $748K | 0.5% | +4.3% | 0.298% | |
9/24/2021 | Thrivent Financial for Lutherans | 17,510 | $369K | 0.0% | N/A | 0.111% | |
8/17/2021 | Navis Wealth Advisors LLC | 66,250 | $1.40M | 1.2% | +6.1% | 0.413% | |
8/16/2021 | Royal Bank of Canada | 354,460 | $7.48M | 0.0% | +5.3% | 2.208% | |
8/16/2021 | Tocqueville Asset Management L.P. | 53,406 | $1.13M | 0.0% | +1.1% | 0.333% | |
8/13/2021 | Lincoln National Corp | 10,593 | $224K | 0.0% | +7.9% | 0.066% | |
8/13/2021 | Sigma Planning Corp | 13,886 | $293K | 0.0% | N/A | 0.087% | |
8/13/2021 | LPL Financial LLC | 219,483 | $4.63M | 0.0% | -56.1% | 1.367% | |
8/13/2021 | Liberty Wealth Management LLC | 9,450 | $448K | 0.0% | +23,525.0% | 0.059% | |
8/12/2021 | Samalin Investment Counsel LLC | 2,000 | $42K | 0.0% | N/A | 0.012% | |
8/11/2021 | Commonwealth Equity Services LLC | 56,661 | $1.19M | 0.0% | -35.8% | 0.353% | |
8/11/2021 | Gerber Kawasaki Wealth & Investment Management | 33,355 | $703K | 0.1% | N/A | 0.208% | |
8/10/2021 | Cambridge Investment Research Advisors Inc. | 48,199 | $1.02M | 0.0% | +3.8% | 0.300% | |
8/6/2021 | Parallel Advisors LLC | 1,250 | $26K | 0.0% | N/A | 0.008% | |
8/5/2021 | Alera Investment Advisors LLC | 24,400 | $515K | 0.2% | N/A | 0.151% | |
8/3/2021 | Avestar Capital LLC | 44,326 | $935K | 0.1% | N/A | 0.272% | |
8/2/2021 | Advisor Group Holdings Inc. | 48,696 | $1.03M | 0.0% | -1.8% | 0.299% | |
8/2/2021 | Florin Court Capital LLP | 17,600 | $371K | 0.2% | -31.5% | 0.108% | |
7/31/2021 | NEXT Financial Group Inc | 27,827 | $587K | 0.0% | +9.5% | 0.169% | |
5/20/2021 | Optiver Holding B.V. | 5,518 | $130K | 0.0% | N/A | 0.033% | |
5/19/2021 | Navis Wealth Advisors LLC | 62,450 | $1.48M | 1.1% | -41.8% | 0.371% | |
5/17/2021 | Royal Bank of Canada | 336,588 | $7.96M | 0.0% | +1,802.5% | 1.999% | |
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5/14/2021 | MML Investors Services LLC | 8,586 | $203K | 0.0% | N/A | 0.050% | |
5/14/2021 | Optiver Holding B.V. | 5,518 | $130K | 0.0% | N/A | 0.032% | |
5/13/2021 | Avantax Advisory Services Inc. | 9,131 | $218K | 0.0% | N/A | 0.053% | |
5/13/2021 | Citigroup Inc. | 1,650 | $39K | 0.0% | N/A | 0.010% | |
5/11/2021 | Rockefeller Capital Management L.P. | 4,562 | $107K | 0.0% | N/A | 0.026% | |
5/11/2021 | Spectrum Asset Management Inc. NB CA | 16,329 | $386K | 0.1% | N/A | 0.094% | |
5/10/2021 | Kestra Advisory Services LLC | 129,600 | $3.06M | 0.0% | +763.4% | 0.750% | |
5/10/2021 | Florin Court Capital LLP | 25,700 | $608K | 0.6% | N/A | 0.149% | |
5/7/2021 | Cambridge Investment Research Advisors Inc. | 46,438 | $1.10M | 0.0% | +15.1% | 0.269% | |
5/7/2021 | Sowell Financial Services LLC | 4,878 | $101K | 0.0% | +3,152.0% | 0.028% | |