5/9/2024 | Eagle Bay Advisors LLC | 13,403 | $147K | 0.1% | +34.0% | 0.144% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 3,532 | $39K | 0.0% | N/A | 0.038% | |
4/22/2024 | PFG Investments LLC | 14,636 | $160K | 0.0% | N/A | 0.157% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 148,043 | $1.62M | 0.1% | -1.0% | 1.588% | |
3/5/2024 | Twin Focus Capital Partners LLC | 19,901 | $209K | 0.0% | +26.0% | 0.214% | |
2/22/2024 | Napa Wealth Management | 22,500 | $236K | 0.1% | N/A | 0.241% | |
|
2/8/2024 | Eagle Bay Advisors LLC | 10,003 | $105K | 0.1% | -10.7% | 0.107% | |
2/2/2024 | Herold Advisors Inc. | 11,585 | $122K | 0.0% | N/A | 0.124% | |
2/1/2024 | Wolverine Asset Management LLC | 50,632 | $532K | 0.0% | +23.4% | 0.543% | |
1/22/2024 | Melfa Wealth Management LLC | 50,105 | $527K | 0.5% | +8.6% | 0.538% | |
1/16/2024 | Raymond James & Associates | 21,100 | $222K | 0.0% | -14.2% | 0.226% | |
11/14/2023 | Saba Capital Management L.P. | 192,502 | $1.83M | 0.0% | +43.9% | 2.065% | |
11/13/2023 | Wolverine Asset Management LLC | 41,020 | $389K | 0.0% | -16.5% | 0.440% | |
8/7/2023 | Wolverine Asset Management LLC | 49,126 | $513K | 0.0% | -19.5% | 0.527% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 10,702 | $112K | 0.0% | -42.2% | 0.115% | |
7/18/2023 | Melfa Wealth Management LLC | 46,049 | $481K | 0.5% | +2.3% | 0.494% | |
7/12/2023 | Constitution Capital LLC | 12,500 | $130K | 0.1% | -7.4% | 0.134% | |
5/11/2023 | PFG Investments LLC | 13,653 | $145K | 0.0% | N/A | 0.146% | |
5/9/2023 | Tortoise Investment Management LLC | 8,094 | $86K | 0.0% | +38.1% | 0.087% | |
5/8/2023 | Wolverine Asset Management LLC | 60,997 | $649K | 0.0% | -17.1% | 0.654% | |
4/27/2023 | Matisse Capital | 72,634 | $773K | 0.5% | +177.2% | 0.779% | |
4/27/2023 | Alpha Cubed Investments LLC | 21,011 | $224K | 0.0% | N/A | 0.225% | |
4/26/2023 | Eagle Bay Advisors LLC | 9,700 | $103K | 0.1% | +32.9% | 0.104% | |
4/20/2023 | Hennion & Walsh Asset Management Inc. | 160,275 | $1.71M | 0.1% | +328.4% | 1.720% | |
4/20/2023 | Melfa Wealth Management LLC | 45,023 | $479K | 0.5% | +2.2% | 0.483% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 18,528 | $197K | 0.0% | -41.0% | 0.199% | |
4/14/2023 | Raymond James & Associates | 24,800 | $264K | 0.0% | -64.4% | 0.266% | |
2/8/2023 | Raymond James & Associates | 69,631 | $736K | 0.0% | +139.3% | 0.747% | |
2/7/2023 | Commonwealth Equity Services LLC | 21,041 | $222K | 0.0% | -8.4% | 0.226% | |
2/7/2023 | Moors & Cabot Inc. | 43,000 | $680K | 0.0% | +186.7% | 0.461% | |
2/3/2023 | Tortoise Investment Management LLC | 5,862 | $62K | 0.0% | N/A | 0.063% | |
2/1/2023 | Wolverine Asset Management LLC | 73,598 | $778K | 0.0% | +93.3% | 0.790% | |
1/31/2023 | Melfa Wealth Management LLC | 44,048 | $466K | 0.5% | N/A | 0.473% | |
1/26/2023 | Eagle Bay Advisors LLC | 7,300 | $77K | 0.0% | N/A | 0.078% | |
1/24/2023 | Matisse Capital | 26,207 | $277K | 0.2% | N/A | 0.281% | |
1/20/2023 | Matisse Capital | 26,207 | $277K | 0.3% | N/A | 0.281% | |
1/12/2023 | Hennion & Walsh Asset Management Inc. | 37,413 | $395K | 0.0% | N/A | 0.401% | |
11/4/2022 | XML Financial LLC | 10,000 | $106K | 0.0% | N/A | 0.107% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 31,205 | $332K | 0.0% | +8.9% | 0.335% | |
8/8/2022 | Moors & Cabot Inc. | 15,000 | $177K | 0.0% | -65.1% | 0.161% | |
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8/8/2022 | Integrated Wealth Concepts LLC | 18,949 | $224K | 0.0% | -10.1% | 0.203% | |
8/4/2022 | Northwestern Mutual Wealth Management Co. | 29,222 | $345K | 0.0% | -33.1% | 0.314% | |
8/3/2022 | Wolverine Asset Management LLC | 38,447 | $454K | 0.0% | -22.9% | 0.413% | |
5/12/2022 | Integrated Wealth Concepts LLC | 21,089 | $268K | 0.0% | N/A | 0.226% | |
5/9/2022 | Northwestern Mutual Wealth Management Co. | 43,659 | $555K | 0.0% | -16.8% | 0.468% | |
5/9/2022 | Herold Advisors Inc. | 9,085 | $116K | 0.0% | N/A | 0.097% | |
5/4/2022 | Wolverine Asset Management LLC | 49,849 | $634K | 0.0% | N/A | 0.535% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 18,609 | $294K | 0.0% | +29.0% | 0.200% | |
2/3/2022 | Northwestern Mutual Wealth Management Co. | 52,460 | $829K | 0.0% | +10.8% | 0.563% | |
1/28/2022 | National Asset Management Inc. | 12,225 | $194K | 0.0% | N/A | 0.131% | |
12/8/2021 | Moors & Cabot Inc. | 88,000 | $1.35M | 0.1% | +76.0% | 0.944% | |
11/12/2021 | Eagle Bay Advisors LLC | 1,932 | $30K | 0.0% | +100.0% | 0.021% | |
11/5/2021 | Moors & Cabot Inc. | 30,000 | $36K | 0.0% | -40.0% | 0.322% | |
11/5/2021 | Advisor Group Holdings Inc. | 3,462 | $53K | 0.0% | +77.0% | 0.037% | |
11/3/2021 | Herold Advisors Inc. | 9,085 | $139K | 0.1% | N/A | 0.097% | |
11/2/2021 | Raymond James Financial Services Advisors Inc. | 14,431 | $222K | 0.0% | N/A | 0.155% | |
10/20/2021 | Guidance Point Advisors LLC | 2,875 | $44K | 0.0% | N/A | 0.031% | |
8/16/2021 | Bank of America Corp DE | 89,780 | $1.36M | 0.0% | +49.0% | 0.963% | |
8/13/2021 | LPL Financial LLC | 19,473 | $295K | 0.0% | +36.7% | 0.209% | |
8/13/2021 | Northwestern Mutual Wealth Management Co. | 40,675 | $616K | 0.0% | +3.9% | 0.436% | |
8/12/2021 | Constitution Capital LLC | 13,500 | $205K | 0.1% | N/A | 0.145% | |
8/11/2021 | Susquehanna International Group LLP | 16,696 | $253K | 0.0% | -61.6% | 0.179% | |
8/10/2021 | Moors & Cabot Inc. | 50,000 | $758K | 0.1% | -2.0% | 0.536% | |
8/1/2021 | Tortoise Investment Management LLC | 4,019 | $61K | 0.0% | -41.1% | 0.043% | |
5/18/2021 | Morgan Stanley | 114,419 | $1.64M | 0.0% | -9.2% | 1.227% | |
5/13/2021 | Wolverine Asset Management LLC | 5,909 | $84K | 0.0% | N/A | 0.063% | |
5/12/2021 | Moors & Cabot Inc. | 51,001 | $731K | 0.1% | +41.7% | 0.547% | |
5/12/2021 | UBS Group AG | 43,586 | $623K | 0.0% | -9.2% | 0.468% | |
5/7/2021 | Fifth Third Bancorp | 2,427 | $35K | 0.0% | -46.3% | 0.026% | |
5/5/2021 | Tortoise Investment Management LLC | 6,822 | $98K | 0.0% | -10.5% | 0.073% | |
5/4/2021 | Commonwealth Equity Services LLC | 25,252 | $361K | 0.0% | -3.6% | 0.271% | |
5/3/2021 | Excalibur Management Corp | 10,375 | $148K | 0.1% | -8.8% | 0.111% | |
3/26/2021 | Susquehanna International Group LLP | 61,865 | $902K | 0.0% | -39.0% | 0.664% | |
2/26/2021 | Bickling Financial Services Inc. | 14,394 | $210K | 0.1% | N/A | 0.154% | |
2/16/2021 | AJ Wealth Strategies LLC | 55,289 | $806K | 0.1% | +30.3% | 0.593% | |
2/9/2021 | Wells Fargo & Company MN | 88,762 | $1.29M | 0.0% | +11.0% | 0.952% | |
2/5/2021 | Tortoise Investment Management LLC | 7,622 | $111K | 0.0% | -23.2% | 0.082% | |
2/5/2021 | Ropes Wealth Advisors LLC | 14,776 | $215K | 0.0% | +89.4% | 0.158% | |
1/20/2021 | Kestra Advisory Services LLC | 16,309 | $238K | 0.0% | N/A | 0.175% | |
11/13/2020 | Morgan Stanley | 118,263 | $1.66M | 0.0% | -2.6% | 1.269% | |
11/5/2020 | Wells Fargo & Company MN | 79,983 | $1.12M | 0.0% | +197.9% | 0.858% | |
11/4/2020 | Tortoise Investment Management LLC | 9,922 | $139K | 0.0% | -7.5% | 0.106% | |
11/2/2020 | Excalibur Management Corp | 11,375 | $159K | 0.1% | N/A | 0.122% | |
8/17/2020 | Private Advisor Group LLC | 3,453 | $47K | 0.0% | N/A | 0.037% | |
8/14/2020 | Bank of America Corp DE | 41,767 | $574K | 0.0% | +58.4% | 0.448% | |
8/12/2020 | Twin Focus Capital Partners LLC | 10,481 | $144K | 0.1% | N/A | 0.112% | |
8/12/2020 | Commonwealth Equity Services LLC | 25,955 | $356K | 0.0% | +8.4% | 0.278% | |
8/4/2020 | Cedar Wealth Management LLC | 2,350 | $32K | 0.0% | N/A | 0.025% | |
7/31/2020 | UBS Group AG | 44,472 | $611K | 0.0% | +9.9% | 0.477% | |
6/16/2020 | Royal Bank of Canada | 58,322 | $787K | 0.0% | +674.0% | 0.626% | |
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5/15/2020 | Morgan Stanley | 155,159 | $2.10M | 0.0% | +78.6% | 1.664% | |
5/12/2020 | Moors & Cabot Inc. | 26,500 | $358K | 0.1% | N/A | 0.284% | |
5/11/2020 | Commonwealth Equity Services LLC | 23,950 | $323K | 0.0% | -12.1% | 0.257% | |
5/8/2020 | Fiera Capital Corp | 67,813 | $915K | 0.0% | -31.6% | 0.728% | |
5/1/2020 | UBS Group AG | 40,484 | $547K | 0.0% | +105.2% | 0.434% | |
4/21/2020 | Raymond James & Associates | 19,689 | $266K | 0.0% | N/A | 0.211% | |
4/21/2020 | Raymond James Financial Services Advisors Inc. | 12,509 | $169K | 0.0% | N/A | 0.134% | |