2/7/2024 | Endowment Wealth Management Inc. | 11,011 | $353K | 0.3% | -37.7% | 0.595% | |
2/7/2024 | Principal Securities Inc. | 1,226 | $39K | 0.0% | N/A | 0.066% | |
2/2/2024 | Valmark Advisers Inc. | 195,212 | $6.26M | 0.1% | -0.4% | 10.552% | |
1/24/2024 | International Assets Investment Management LLC | 4,104 | $128K | 0.0% | N/A | 0.222% | |
1/23/2024 | FAS Wealth Partners Inc. | 15,754 | $505K | 0.0% | +2.4% | 0.852% | |
1/12/2024 | Willis Johnson & Associates Inc. | 10,238 | $328K | 0.0% | N/A | 0.553% | |
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11/13/2023 | Kestra Advisory Services LLC | 7,828 | $236K | 0.0% | -8.0% | 0.423% | |
11/8/2023 | Valmark Advisers Inc. | 195,944 | $5.91M | 0.1% | -1.4% | 10.592% | |
10/31/2023 | Endowment Wealth Management Inc. | 17,687 | $533K | 0.5% | -2.0% | 0.956% | |
10/27/2023 | Oarsman Capital Inc. | 8,010 | $241K | 0.1% | +5.3% | 0.433% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 7,800 | $235K | 0.0% | -9.8% | 0.422% | |
8/14/2023 | Eqis Capital Management Inc. | 6,861 | $202K | 0.0% | -5.5% | 0.371% | |
8/10/2023 | Oarsman Capital Inc. | 7,610 | $224K | 0.1% | +7.0% | 0.411% | |
8/3/2023 | Valmark Advisers Inc. | 198,674 | $5.86M | 0.1% | -1.8% | 9.934% | |
7/31/2023 | LPL Financial LLC | 18,521 | $546K | 0.0% | +7.5% | 0.926% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 8,648 | $255K | 0.0% | N/A | 0.432% | |
5/10/2023 | Endowment Wealth Management Inc. | 18,417 | $547K | 0.5% | +5.3% | 0.921% | |
5/2/2023 | Valmark Advisers Inc. | 202,369 | $6.04M | 0.1% | +2.6% | 10.118% | |
2/9/2023 | Oarsman Capital Inc. | 7,300 | $221K | 0.1% | -6.1% | 0.365% | |
2/7/2023 | LPL Financial LLC | 17,895 | $541K | 0.0% | -9.4% | 0.895% | |
2/7/2023 | Valmark Advisers Inc. | 197,327 | $5.97M | 0.1% | +2.0% | 9.866% | |
2/1/2023 | FAS Wealth Partners | 15,381 | $465K | 0.1% | +2.6% | 0.769% | |
11/4/2022 | Simplex Trading LLC | 1,633 | $44K | 0.0% | +1,533.0% | 0.080% | |
11/3/2022 | Valmark Advisers Inc. | 193,448 | $5.33M | 0.1% | +2.3% | 9.436% | |
11/1/2022 | Kestra Advisory Services LLC | 9,096 | $251K | 0.0% | -6.3% | 0.444% | |
10/24/2022 | Great Diamond Partners LLC | 7,779 | $214K | 0.1% | +6.1% | 0.379% | |
8/8/2022 | Eqis Capital Management Inc. | 9,928 | $308K | 0.0% | -6.3% | 0.432% | |
8/1/2022 | Valmark Advisers Inc. | 189,172 | $5.86M | 0.1% | -1.5% | 8.225% | |
7/26/2022 | Great Diamond Partners LLC | 7,329 | $227K | 0.1% | N/A | 0.319% | |
7/20/2022 | Wealthfront Advisers LLC | 8,388 | $260K | 0.0% | N/A | 0.365% | |
7/19/2022 | Commonwealth Equity Services LLC | 7,347 | $227K | 0.0% | +6.8% | 0.319% | |
5/12/2022 | Oppenheimer Asset Management Inc. | 115,772 | $4.09M | 0.1% | -0.9% | 4.725% | |
5/10/2022 | Valmark Advisers Inc. | 192,019 | $6.78M | 0.1% | +3.1% | 7.838% | |
5/4/2022 | Endowment Wealth Management Inc. | 15,312 | $541K | 0.6% | +39.4% | 0.638% | |
5/4/2022 | Commonwealth Equity Services LLC | 6,880 | $243K | 0.0% | -16.1% | 0.287% | |
4/26/2022 | Kestra Advisory Services LLC | 10,062 | $355K | 0.0% | -11.5% | 0.428% | |
4/20/2022 | Koshinski Asset Management Inc. | 2,157 | $76K | 0.0% | -31.6% | 0.092% | |
2/11/2022 | Endowment Wealth Management Inc. | 10,988 | $408K | 0.4% | N/A | 0.440% | |
2/8/2022 | Bank of America Corp DE | 259,789 | $9.64M | 0.0% | -0.3% | 10.392% | |
2/3/2022 | Advisor Group Holdings Inc. | 4,438 | $166K | 0.0% | -32.3% | 0.178% | |
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2/2/2022 | Oppenheimer Asset Management Inc. | 116,863 | $4.34M | 0.1% | -50.0% | 4.675% | |
2/2/2022 | Valmark Advisers Inc. | 186,210 | $6.91M | 0.1% | -1.6% | 7.448% | |
2/1/2022 | Merriman Wealth Management LLC | 27,075 | $1.02M | 0.1% | N/A | 1.083% | |
1/24/2022 | National Bank of Canada FI | 1,200 | $44K | 0.0% | N/A | 0.048% | |
1/20/2022 | Kestra Advisory Services LLC | 11,374 | $422K | 0.0% | -2.9% | 0.455% | |
1/14/2022 | Koshinski Asset Management Inc. | 3,153 | $117K | 0.0% | -16.5% | 0.126% | |
11/16/2021 | Jane Street Group LLC | 79,673 | $2.88M | 0.0% | +19.9% | 3.124% | |
11/16/2021 | United Capital Financial Advisers LLC | 6,388 | $231K | 0.0% | +11.5% | 0.251% | |
11/15/2021 | Flow Traders U.S. LLC | 10,454 | $378K | 0.0% | +12.6% | 0.410% | |
11/12/2021 | Oppenheimer Asset Management Inc. | 233,496 | $8.43M | 0.1% | +3.4% | 9.157% | |
11/9/2021 | Valmark Advisers Inc. | 189,151 | $6.83M | 0.1% | -0.3% | 7.418% | |
11/5/2021 | Advisor Group Holdings Inc. | 6,559 | $236K | 0.0% | +13.7% | 0.257% | |
10/29/2021 | Commonwealth Equity Services LLC | 8,141 | $294K | 0.0% | +39.6% | 0.307% | |
10/27/2021 | Advisors Preferred LLC | 1,216 | $44K | 0.0% | N/A | 0.046% | |
10/19/2021 | Kestra Advisory Services LLC | 11,710 | $423K | 0.0% | -3.3% | 0.434% | |
10/12/2021 | Koshinski Asset Management Inc. | 3,778 | $136K | 0.0% | -30.2% | 0.140% | |
8/24/2021 | Flow Traders U.S. LLC | 9,284 | $348K | 0.0% | N/A | 0.344% | |
8/16/2021 | Bank of America Corp DE | 280,668 | $10.52M | 0.0% | +4.5% | 10.395% | |
8/16/2021 | Royal Bank of Canada | 34,180 | $1.28M | 0.0% | +146.0% | 1.266% | |
8/16/2021 | Morgan Stanley | 156,291 | $5.86M | 0.0% | +3.4% | 5.789% | |
8/13/2021 | OLD Mission Capital LLC | 6,878 | $258K | 0.0% | N/A | 0.246% | |
8/13/2021 | LPL Financial LLC | 40,129 | $1.51M | 0.0% | -6.6% | 1.433% | |
8/12/2021 | Private Advisor Group LLC | 5,653 | $212K | 0.0% | N/A | 0.202% | |
8/12/2021 | Albion Financial Group UT | 52,000 | $1.95M | 0.2% | N/A | 1.857% | |
8/12/2021 | Eqis Capital Management Inc. | 8,497 | $319K | 0.0% | +8.6% | 0.303% | |
8/11/2021 | Merriman Wealth Management LLC | 27,075 | $1.02M | 0.1% | +41.9% | 0.967% | |
8/11/2021 | Bank of New York Mellon Corp | 17,301 | $649K | 0.0% | -16.2% | 0.618% | |
8/11/2021 | Susquehanna International Group LLP | 84,188 | $3.16M | 0.0% | +222.9% | 3.007% | |
8/6/2021 | Valmark Advisers Inc. | 189,795 | $7.12M | 0.1% | -7.8% | 6.778% | |
8/4/2021 | Creative Planning | 14,784 | $554K | 0.0% | N/A | 0.528% | |
8/3/2021 | Oppenheimer Asset Management Inc. | 225,882 | $8.47M | 0.1% | +5.1% | 8.067% | |
8/2/2021 | Advisor Group Holdings Inc. | 5,769 | $216K | 0.0% | +172.1% | 0.206% | |
5/18/2021 | Oppenheimer Asset Management Inc. | 214,846 | $7.72M | 0.1% | +2.4% | 7.162% | |
5/18/2021 | Morgan Stanley | 151,089 | $5.43M | 0.0% | +18.7% | 5.036% | |
5/18/2021 | Citadel Advisors LLC | 14,274 | $513K | 0.0% | -62.3% | 0.476% | |
5/18/2021 | Jane Street Group LLC | 19,259 | $692K | 0.0% | N/A | 0.642% | |
5/17/2021 | Royal Bank of Canada | 13,892 | $499K | 0.0% | -63.9% | 0.463% | |
5/17/2021 | BlueCrest Capital Management Ltd | 18,390 | $660K | 0.0% | +81.8% | 0.613% | |
5/14/2021 | Eqis Capital Management Inc. | 7,826 | $281K | 0.0% | N/A | 0.261% | |
5/13/2021 | Bank of New York Mellon Corp | 20,642 | $741K | 0.0% | -6.6% | 0.688% | |
5/13/2021 | Citigroup Inc. | 1,389 | $50K | 0.0% | N/A | 0.046% | |
5/12/2021 | UBS Group AG | 5,146 | $185K | 0.0% | +9.8% | 0.174% | |
5/10/2021 | Merriman Wealth Management LLC | 19,075 | $685K | 0.1% | N/A | 0.647% | |
5/10/2021 | Kestra Advisory Services LLC | 11,218 | $403K | 0.0% | -15.4% | 0.380% | |
5/4/2021 | Valmark Advisers Inc. | 205,958 | $7.40M | 0.1% | -0.5% | 7.227% | |
4/30/2021 | Buckingham Strategic Wealth LLC | 11,866 | $426K | 0.0% | -3.8% | 0.416% | |
3/30/2021 | Koshinski Asset Management Inc. | 6,698 | $453K | 0.0% | N/A | 0.239% | |
3/26/2021 | Susquehanna International Group LLP | 16,704 | $561K | 0.0% | N/A | 0.597% | |
2/19/2021 | Albion Financial Group UT | 57,000 | $1.91M | 0.2% | N/A | 2.111% | |
2/17/2021 | Cetera Advisors LLC | 12,200 | $410K | 0.0% | N/A | 0.452% | |
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2/16/2021 | Morgan Stanley | 127,240 | $4.27M | 0.0% | +0.3% | 4.713% | |
2/12/2021 | LPL Financial LLC | 42,081 | $1.41M | 0.0% | +119.7% | 1.559% | |
2/11/2021 | Oppenheimer Asset Management Inc. | 209,866 | $7.05M | 0.1% | -4.9% | 7.773% | |
2/9/2021 | Wells Fargo & Company MN | 34,876 | $1.17M | 0.0% | +43.8% | 1.292% | |
2/9/2021 | Bank of New York Mellon Corp | 22,109 | $742K | 0.0% | -33.2% | 0.819% | |
2/5/2021 | Koshinski Asset Management Inc. | 6,698 | $453K | 0.0% | N/A | 0.248% | |
2/3/2021 | Valmark Advisers Inc. | 206,901 | $6.95M | 0.1% | -5.1% | 7.663% | |
2/2/2021 | Koshinski Asset Management Inc. | 6,698 | $453K | 0.1% | N/A | 0.248% | |
1/20/2021 | Kestra Advisory Services LLC | 13,259 | $446K | 0.0% | +30.5% | 0.491% | |
11/13/2020 | Morgan Stanley | 126,896 | $3.57M | 0.0% | +3.6% | 4.700% | |