5/4/2024 | Geneos Wealth Management Inc. | 408,850 | $977K | 0.0% | -0.9% | 0.660% | |
4/19/2024 | Retirement Guys Formula LLC | 33,732 | $81K | 0.0% | +56.9% | 0.054% | |
2/6/2024 | Solutions 4 Wealth Ltd | 36,085 | $60K | 0.2% | N/A | 0.058% | |
2/2/2024 | Atria Wealth Solutions Inc. | 249,800 | $415K | 0.0% | -3.8% | 0.404% | |
2/1/2024 | Cutter & CO Brokerage Inc. | 117,488 | $195K | 0.1% | -9.3% | 0.190% | |
1/22/2024 | Retirement Guys Formula LLC | 21,500 | $36K | 0.0% | +87.0% | 0.035% | |
|
1/9/2024 | Beacon Capital Management LLC | 23,905 | $40K | 0.0% | +89.6% | 0.039% | |
11/8/2023 | D.A. Davidson & CO. | 37,825 | $73K | 0.0% | +15.2% | 0.061% | |
10/16/2023 | Traynor Capital Management Inc. | 34,707 | $67K | 0.0% | N/A | 0.056% | |
10/11/2023 | AE Wealth Management LLC | 26,841 | $52K | 0.0% | +72.7% | 0.043% | |
8/3/2023 | Atria Wealth Solutions Inc. | 260,800 | $376K | 0.0% | -3.7% | 0.439% | |
7/25/2023 | Summit Trail Advisors LLC | 20,000 | $29K | 0.0% | N/A | 0.034% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 134,332 | $193K | 0.0% | -5.7% | 0.226% | |
5/12/2023 | Independent Advisor Alliance | 36,100 | $76K | 0.0% | N/A | 0.061% | |
5/9/2023 | Wealthspire Advisors LLC | 183,862 | $386K | 0.0% | N/A | 0.309% | |
5/9/2023 | Wedbush Securities Inc. | 15,498 | $33K | 0.0% | -36.7% | 0.026% | |
4/25/2023 | Geneos Wealth Management Inc. | 427,400 | $898K | 0.1% | -1.7% | 0.719% | |
2/7/2023 | Commonwealth Equity Services LLC | 101,522 | $114K | 0.0% | +165.6% | 0.170% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 34,412 | $39K | 0.0% | +78.7% | 0.058% | |
2/3/2023 | Cutter & CO Brokerage Inc. | 129,488 | $146K | 0.0% | -23.6% | 0.217% | |
1/31/2023 | Geneos Wealth Management Inc. | 434,800 | $491K | 0.0% | -2.3% | 0.729% | |
11/7/2022 | D.A. Davidson & CO. | 32,810 | $53K | 0.0% | -27.6% | 0.055% | |
7/28/2022 | D.A. Davidson & CO. | 45,335 | $59K | 0.0% | -18.0% | 0.076% | |
7/19/2022 | Commonwealth Equity Services LLC | 38,220 | $50K | 0.0% | +42.1% | 0.064% | |
5/4/2022 | Advisor Group Holdings Inc. | 1,265,820 | $2.04M | 0.0% | +1.5% | 2.133% | |
5/4/2022 | Commonwealth Equity Services LLC | 26,902 | $43K | 0.0% | +59.2% | 0.045% | |
5/3/2022 | Cutter & CO Brokerage Inc. | 169,578 | $273K | 0.1% | -7.6% | 0.286% | |
2/9/2022 | Geneos Wealth Management Inc. | 480,767 | $995K | 0.0% | -2.2% | 0.810% | |
2/7/2022 | Benjamin F. Edwards & Company Inc. | 29,615 | $61K | 0.0% | +25.5% | 0.050% | |
2/7/2022 | Ameritas Advisory Services LLC | 44,232 | $92K | 0.0% | N/A | 0.075% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 153,027 | $317K | 0.0% | -7.0% | 0.258% | |
2/3/2022 | Advisor Group Holdings Inc. | 1,247,401 | $2.58M | 0.0% | -2.1% | 2.102% | |
11/16/2021 | Squarepoint Ops LLC | 39,191 | $152K | 0.0% | -30.2% | 0.066% | |
11/15/2021 | Capstone Investment Advisors LLC | 42,260 | $164K | 0.0% | N/A | 0.071% | |
11/12/2021 | Ameritas Investment Company LLC | 44,232 | $172K | 0.0% | +12.7% | 0.075% | |
11/12/2021 | Centaurus Financial Inc. | 22,614 | $88K | 0.0% | +44.8% | 0.038% | |
11/12/2021 | Geode Capital Management LLC | 540,866 | $2.10M | 0.0% | +32.2% | 0.912% | |
11/10/2021 | Buckingham Strategic Wealth LLC | 10,734 | $42K | 0.0% | N/A | 0.018% | |
11/9/2021 | BlackRock Inc. | 787,582 | $3.06M | 0.0% | -0.8% | 1.328% | |
11/8/2021 | Keybank National Association OH | 100,000 | $388K | 0.0% | N/A | 0.169% | |
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11/4/2021 | QCI Asset Management Inc. NY | 55,000 | $213K | 0.0% | +120.0% | 0.093% | |
11/2/2021 | Raymond James & Associates | 13,096 | $51K | 0.0% | N/A | 0.022% | |
11/2/2021 | Benjamin F. Edwards & Company Inc. | 23,600 | $92K | 0.0% | -32.0% | 0.040% | |
11/2/2021 | Cambridge Investment Research Advisors Inc. | 164,498 | $638K | 0.0% | -2.3% | 0.277% | |
10/29/2021 | Commonwealth Equity Services LLC | 11,902 | $46K | 0.0% | N/A | 0.020% | |
10/8/2021 | Wedbush Securities Inc. | 30,998 | $120K | 0.0% | +72.2% | 0.052% | |
9/3/2021 | Parametric Portfolio Associates LLC | 56,047 | $179K | 0.0% | +62.9% | 0.096% | |
8/25/2021 | Marshall Wace LLP | 47,509 | $152K | 0.0% | N/A | 0.082% | |
8/17/2021 | Millennium Management LLC | 568,690 | $1.82M | 0.0% | N/A | 0.979% | |
8/17/2021 | Boothbay Fund Management LLC | 10,965 | $35K | 0.0% | N/A | 0.019% | |
8/16/2021 | Squarepoint Ops LLC | 56,128 | $180K | 0.0% | N/A | 0.097% | |
8/16/2021 | Ameritas Investment Company LLC | 39,232 | $126K | 0.0% | N/A | 0.068% | |
8/16/2021 | LMR Partners LLP | 19,285 | $62K | 0.0% | N/A | 0.033% | |
8/16/2021 | Charles Schwab Investment Management Inc. | 17,413 | $56K | 0.0% | -77.5% | 0.030% | |
8/16/2021 | State Street Corp | 158,759 | $508K | 0.0% | -74.2% | 0.273% | |
8/16/2021 | Tibra Equities Europe Ltd | 98,700 | $316K | 0.1% | N/A | 0.170% | |
8/16/2021 | Marshall Wace LLP | 47,509 | $152K | 0.0% | N/A | 0.082% | |
8/13/2021 | Renaissance Technologies LLC | 370,199 | $1.19M | 0.0% | +20.6% | 0.637% | |
8/13/2021 | Northern Trust Corp | 96,270 | $309K | 0.0% | -77.1% | 0.166% | |
8/13/2021 | LPL Financial LLC | 52,034 | $167K | 0.0% | +219.5% | 0.090% | |
8/13/2021 | Geode Capital Management LLC | 409,013 | $1.31M | 0.0% | -36.7% | 0.704% | |
8/13/2021 | Vanguard Group Inc. | 1,953,419 | $6.25M | 0.0% | +1.1% | 3.362% | |
8/12/2021 | XTX Topco Ltd | 12,419 | $40K | 0.0% | N/A | 0.021% | |
8/12/2021 | Ergoteles LLC | 139,181 | $445K | 0.0% | N/A | 0.240% | |
8/11/2021 | Bank of New York Mellon Corp | 23,080 | $74K | 0.0% | -76.9% | 0.040% | |
8/11/2021 | BlackRock Inc. | 793,934 | $2.54M | 0.0% | -69.7% | 1.367% | |
8/11/2021 | Susquehanna Fundamental Investments LLC | 15,600 | $50K | 0.0% | N/A | 0.027% | |
8/10/2021 | Cambridge Investment Research Advisors Inc. | 168,316 | $539K | 0.0% | N/A | 0.290% | |
8/10/2021 | Rockefeller Capital Management L.P. | 10,386 | $33K | 0.0% | +419.3% | 0.018% | |
8/2/2021 | Advisor Group Holdings Inc. | 1,273,157 | $4.07M | 0.0% | +4.2% | 2.192% | |
6/17/2021 | Geneos Wealth Management Inc. | 511,606 | $2.26M | 0.1% | +5.4% | 0.881% | |
5/19/2021 | Virtu Financial LLC | 14,683 | $32K | 0.0% | N/A | 0.026% | |
5/18/2021 | D. E. Shaw & Co. Inc. | 45,775 | $99K | 0.0% | -10.8% | 0.080% | |
5/17/2021 | Vivaldi Capital Management LLC | 10,668 | $45K | 0.0% | -30.9% | 0.019% | |
5/17/2021 | Nuveen Asset Management LLC | 177,035 | $384K | 0.0% | -4.2% | 0.310% | |
5/14/2021 | Occudo Quantitative Strategies LP | 18,967 | $41K | 0.0% | N/A | 0.033% | |
5/14/2021 | Dimensional Fund Advisors LP | 11,977 | $26K | 0.0% | N/A | 0.021% | |
5/13/2021 | Barclays PLC | 31,094 | $68K | 0.0% | +159.0% | 0.054% | |
5/13/2021 | Renaissance Technologies LLC | 307,000 | $666K | 0.0% | +1,864.5% | 0.537% | |
5/13/2021 | Neuberger Berman Group LLC | 13,614 | $30K | 0.0% | -25.2% | 0.024% | |
5/13/2021 | Bank of New York Mellon Corp | 99,901 | $216K | 0.0% | -7.0% | 0.175% | |
5/13/2021 | Bank of Montreal Can | 21,329 | $53K | 0.0% | +272.7% | 0.037% | |
5/12/2021 | Northern Trust Corp | 421,103 | $913K | 0.0% | -7.0% | 0.737% | |
5/12/2021 | Geode Capital Management LLC | 645,867 | $1.40M | 0.0% | +0.6% | 1.130% | |
5/12/2021 | JPMorgan Chase & Co. | 100,555 | $218K | 0.0% | -3.0% | 0.176% | |
5/7/2021 | BlackRock Inc. | 2,620,626 | $5.69M | 0.0% | +0.9% | 4.585% | |
5/7/2021 | D.A. Davidson & CO. | 65,310 | $142K | 0.0% | -91.5% | 0.114% | |
4/26/2021 | Wedbush Securities Inc. | 17,998 | $39K | 0.0% | -12.2% | 0.031% | |
3/2/2021 | FormulaFolio Investments LLC | 12,710 | $28K | 0.0% | N/A | 0.022% | |
2/19/2021 | JPMorgan Chase & Co. | 103,713 | $232K | 0.0% | +378.5% | 0.182% | |
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2/12/2021 | Raymond James Financial Services Advisors Inc. | 18,229 | $41K | 0.0% | N/A | 0.032% | |
2/11/2021 | Northern Trust Corp | 452,957 | $1.01M | 0.0% | -2.8% | 0.794% | |
2/11/2021 | Barclays PLC | 12,006 | $27K | 0.0% | -30.5% | 0.021% | |
2/10/2021 | Renaissance Technologies LLC | 15,627 | $35K | 0.0% | N/A | 0.027% | |
2/10/2021 | D.A. Davidson & CO. | 767,321 | $1.72M | 0.0% | -10.1% | 1.344% | |
2/9/2021 | Wells Fargo & Company MN | 96,815 | $217K | 0.0% | +69.1% | 0.170% | |
2/5/2021 | BlackRock Inc. | 2,598,089 | $5.82M | 0.0% | +3.8% | 4.552% | |
2/4/2021 | Cambridge Investment Research Advisors Inc. | 179,556 | $402K | 0.0% | -6.1% | 0.315% | |
11/13/2020 | Morgan Stanley | 31,579 | $85K | 0.0% | -51.6% | 0.055% | |
11/12/2020 | JPMorgan Chase & Co. | 21,674 | $72K | 0.0% | -22.6% | 0.038% | |