5/16/2024 | B. Riley Wealth Advisors Inc. | 152,796 | $1.37M | 0.0% | N/A | 2.804% | |
5/14/2024 | Axxcess Wealth Management LLC | 77,445 | $694K | 0.0% | +62.0% | 1.421% | |
4/25/2024 | TRUE Private Wealth Advisors | 40,329 | $361K | 0.0% | -1.9% | 0.580% | |
4/13/2024 | IMC Chicago LLC | 151,894 | $1.36M | 0.0% | N/A | 0.455% | |
4/10/2024 | Gunderson Capital Management Inc. | 285,584 | $2.56M | 1.2% | N/A | 0.855% | |
2/7/2024 | Jump Financial LLC | 1,273,403 | $13.51M | 0.4% | N/A | 3.813% | |
|
2/6/2024 | Crestone Asset Management LLC | 12,503 | $133K | 0.0% | -62.0% | 0.037% | |
2/6/2024 | Axxcess Wealth Management LLC | 47,820 | $507K | 0.0% | -65.0% | 0.143% | |
2/2/2024 | Headlands Technologies LLC | 20,948 | $222K | 0.1% | N/A | 0.063% | |
1/30/2024 | TRUE Private Wealth Advisors | 41,129 | $436K | 0.1% | -11.9% | 0.123% | |
1/24/2024 | Canal Capital Management LLC | 76,847 | $815K | 0.2% | N/A | 0.230% | |
1/24/2024 | Capital Wealth Alliance LLC | 10,117 | $107K | 0.1% | -96.9% | 0.030% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 152,796 | $2.14M | 0.1% | N/A | 0.457% | |
11/15/2023 | Axxcess Wealth Management LLC | 136,741 | $1.91M | 0.1% | +434.5% | 0.409% | |
11/14/2023 | Tower Research Capital LLC TRC | 24,599 | $344K | 0.0% | -94.3% | 0.074% | |
11/14/2023 | Thomas J. Herzfeld Advisors Inc. | 238,750 | $3.34M | 1.3% | N/A | 0.715% | |
11/13/2023 | Southport Management L.L.C. | 100,000 | $1.40M | 7.6% | +100.0% | 0.299% | |
11/13/2023 | TRUE Private Wealth Advisors | 46,676 | $653K | 0.1% | +37.0% | 0.140% | |
11/9/2023 | IPG Investment Advisors LLC | 121,000 | $1.69M | 0.4% | +384.0% | 0.362% | |
11/8/2023 | Pathstone Family Office LLC | 327,000 | $4.58M | 0.0% | N/A | 0.979% | |
11/6/2023 | Capital Wealth Alliance LLC | 330,157 | $4.62M | 3.2% | N/A | 0.988% | |
11/1/2023 | Csenge Advisory Group | 21,639 | $303K | 0.0% | -66.2% | 0.065% | |
11/1/2023 | Wakefield Asset Management LLLP | 301,532 | $4.22M | 1.9% | N/A | 0.903% | |
10/27/2023 | Crestone Asset Management LLC | 32,926 | $461K | 0.1% | N/A | 0.099% | |
10/17/2023 | Avior Wealth Management LLC | 2,000 | $28K | 0.0% | N/A | 0.006% | |
10/5/2023 | Foundations Investment Advisors LLC | 52,566 | $736K | 0.0% | -31.6% | 0.157% | |
8/15/2023 | Poehling Capital Management INC. | 20,100 | $266K | 0.1% | +68.9% | 0.060% | |
8/14/2023 | Tower Research Capital LLC TRC | 433,950 | $5.74M | 0.2% | +79.5% | 1.299% | |
8/11/2023 | LaSalle St. Investment Advisors LLC | 11,850 | $156K | 0.1% | N/A | 0.035% | |
8/11/2023 | TRUE Private Wealth Advisors | 34,079 | $451K | 0.1% | +217.6% | 0.102% | |
8/9/2023 | Altfest L J & Co. Inc. | 56,959 | $753K | 0.1% | N/A | 0.171% | |
8/9/2023 | Flow Traders U.S. LLC | 14,029 | $185K | 0.0% | N/A | 0.042% | |
8/9/2023 | IPG Investment Advisors LLC | 25,000 | $330K | 0.1% | N/A | 0.075% | |
8/7/2023 | Stegent Equity Advisors Inc. | 47,846 | $633K | 0.7% | -53.3% | 0.143% | |
7/28/2023 | Manchester Financial Inc. | 1,358,938 | $17.97M | 5.1% | -0.7% | 4.810% | |
7/24/2023 | Vontobel Holding Ltd. | 46,301 | $612K | 0.0% | N/A | 0.164% | |
7/20/2023 | Csenge Advisory Group | 64,052 | $847K | 0.1% | N/A | 0.227% | |
7/19/2023 | Foundations Investment Advisors LLC | 76,799 | $1.02M | 0.0% | -10.3% | 0.272% | |
7/18/2023 | Silverleafe Capital Partners LLC | 87,907 | $1.16M | 0.7% | +43.1% | 0.311% | |
7/14/2023 | IMC Chicago LLC | 1,133,182 | $14.98M | 0.0% | +1,322.0% | 4.011% | |
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5/24/2023 | Verity Asset Management Inc. | 12,112 | $213K | 0.1% | N/A | 0.042% | |
5/11/2023 | Colonial Trust Advisors | 7,085 | $124K | 0.0% | -38.8% | 0.024% | |
5/9/2023 | Tower Research Capital LLC TRC | 241,705 | $4.25M | 0.1% | +32,518.8% | 0.829% | |
5/3/2023 | Axxcess Wealth Management LLC | 104,613 | $1.84M | 0.1% | +603.3% | 0.359% | |
5/3/2023 | Savant Capital LLC | 10,000 | $176K | 0.0% | N/A | 0.034% | |
4/27/2023 | WESPAC Advisors LLC | 20,300 | $357K | 0.3% | N/A | 0.095% | |
4/25/2023 | Foundations Investment Advisors LLC | 85,589 | $1.50M | 0.1% | +212.2% | 0.401% | |
4/24/2023 | IMC Chicago LLC | 79,688 | $1.40M | 0.0% | N/A | 0.373% | |
4/20/2023 | Banque Cantonale Vaudoise | 2,500 | $44K | 0.0% | N/A | 0.012% | |
4/19/2023 | Manchester Financial Inc. | 1,368,455 | $24.04M | 7.0% | N/A | 6.410% | |
4/18/2023 | IFP Advisors Inc | 1,500 | $39K | 0.0% | N/A | 0.007% | |
4/18/2023 | Stegent Equity Advisors Inc. | 102,449 | $1.80M | 1.8% | -47.6% | 0.480% | |
4/12/2023 | FNY Investment Advisers LLC | 3,000 | $52K | 0.1% | N/A | 0.014% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 67,045 | $1.74M | 0.0% | +4.9% | 0.314% | |
2/21/2023 | B. Riley Wealth Advisors Inc. | 67,045 | $1.74M | 0.0% | +4.9% | 0.333% | |
2/13/2023 | Southport Management L.L.C. | 45,000 | $1.17M | 6.2% | -18.2% | 0.223% | |
2/10/2023 | CoreCap Advisors LLC | 12,618 | $328K | 0.0% | N/A | 0.063% | |
2/9/2023 | Camarda Financial Advisors LLC | 108,356 | $2.81M | 2.8% | +184.4% | 0.538% | |
2/9/2023 | HighTower Advisors LLC | 19,015 | $494K | 0.0% | -63.5% | 0.094% | |
2/8/2023 | Belpointe Asset Management LLC | 134,363 | $3.49M | 0.2% | -57.9% | 0.667% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 63,324 | $1.65M | 0.0% | +98.9% | 0.314% | |
2/7/2023 | Condor Capital Management | 19,802 | $514K | 0.1% | N/A | 0.098% | |
2/7/2023 | Envestnet Asset Management Inc. | 22,911 | $595K | 0.0% | N/A | 0.114% | |
2/2/2023 | Oldfather Financial Services LLC | 8,315 | $216K | 0.1% | N/A | 0.041% | |
2/2/2023 | Stegent Equity Advisors Inc. | 195,334 | $5.07M | 6.1% | N/A | 0.969% | |
1/30/2023 | Psagot Value Holdings Ltd. Israel | 189,600 | $4.92M | 1.5% | -88.6% | 0.941% | |
1/26/2023 | Strategic Blueprint LLC | 32,509 | $844K | 0.1% | N/A | 0.164% | |
1/25/2023 | WESPAC Advisors SoCal LLC | 25,785 | $670K | 0.2% | -55.0% | 0.130% | |
1/23/2023 | CPR Investments Inc. | 341,687 | $8.87M | 8.8% | N/A | 1.780% | |
1/18/2023 | Juncture Wealth Strategies LLC | 518,358 | $13.46M | 6.4% | -10.2% | 2.686% | |
1/13/2023 | Worth Asset Management LLC | 3,284 | $85K | 0.1% | N/A | 0.018% | |
1/11/2023 | Foundations Investment Advisors LLC | 27,413 | $712K | 0.0% | N/A | 0.148% | |
1/4/2023 | Silverleafe Capital Partners LLC | 61,446 | $1.60M | 1.1% | +38.7% | 0.326% | |
11/22/2022 | B. Riley Wealth Advisors Inc. | 63,905 | $1.75M | 0.1% | -35.2% | 0.361% | |
11/15/2022 | Flow Traders U.S. LLC | 10,317 | $283K | 0.0% | -69.7% | 0.058% | |
11/15/2022 | Belpointe Asset Management LLC | 319,415 | $8.76M | 0.6% | N/A | 1.805% | |
11/14/2022 | Thomas J. Herzfeld Advisors Inc. | 4,370 | $120K | 0.1% | N/A | 0.025% | |
11/14/2022 | IPG Investment Advisors LLC | 31,000 | $850K | 0.2% | N/A | 0.175% | |
11/14/2022 | Psagot Value Holdings Ltd. Israel | 1,665,500 | $45.69M | 12.9% | N/A | 9.410% | |
11/14/2022 | Brown Advisory Inc. | 10,900 | $299K | 0.0% | N/A | 0.062% | |
11/10/2022 | WESPAC Advisors SoCal LLC | 57,270 | $1.42M | 0.6% | N/A | 0.324% | |
11/10/2022 | Tower Research Capital LLC TRC | 98,265 | $2.70M | 0.0% | -37.4% | 0.555% | |
11/8/2022 | IMC Chicago LLC | 697,073 | $19.12M | 0.0% | +459.8% | 3.938% | |
11/8/2022 | Apollon Wealth Management LLC | 14,775 | $405K | 0.0% | N/A | 0.083% | |
11/8/2022 | Integrated Advisors Network LLC | 111,793 | $3.07M | 0.2% | +13.7% | 0.632% | |
11/7/2022 | CAPROCK Group Inc. | 20,142 | $552K | 0.1% | N/A | 0.114% | |
11/7/2022 | Camarda Financial Advisors LLC | 38,106 | $1.05M | 1.2% | N/A | 0.215% | |
11/7/2022 | Flputnam Investment Management Co. | 14,645 | $402K | 0.0% | N/A | 0.083% | |
11/4/2022 | Vontobel Holding Ltd. | 14,509 | $398K | 0.0% | N/A | 0.082% | |
11/4/2022 | X Square Capital LLC | 10,375 | $285K | 0.2% | +3.8% | 0.059% | |
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11/3/2022 | Barclays PLC | 2,400 | $66K | 0.0% | -82.1% | 0.014% | |
10/26/2022 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 3,630 | $99K | 0.0% | -56.1% | 0.017% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 31,845 | $874K | 0.0% | N/A | 0.129% | |
10/13/2022 | PVG Asset Management Corp | 24,770 | $679K | 2.6% | N/A | 0.104% | |
10/12/2022 | Guild Investment Management Inc. | 18,150 | $498K | 0.9% | +21.0% | 0.082% | |
10/11/2022 | Juncture Wealth Strategies LLC | 577,265 | $15.83M | 7.9% | +10.7% | 2.618% | |
10/11/2022 | Gunderson Capital Management Inc. | 63,626 | $1.75M | 2.5% | N/A | 0.289% | |
10/11/2022 | Silverleafe Capital Partners LLC | 44,301 | $1.22M | 0.8% | N/A | 0.207% | |
8/13/2022 | Solstein Capital LLC | 9,331 | $244K | 0.2% | -18.7% | 0.055% | |
8/13/2022 | Flow Traders U.S. LLC | 34,016 | $890K | 0.0% | +51.9% | 0.202% | |