5/1/2024 | Matisse Capital | 80,000 | $2.47M | 1.2% | +36.0% | 0.706% | |
4/30/2024 | Commonwealth Equity Services LLC | 26,222 | $811K | 0.0% | -7.5% | 0.231% | |
4/24/2024 | PSI Advisors LLC | 6,275 | $194K | 0.1% | -7.5% | 0.055% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 2,294 | $71K | 0.0% | +282.3% | 0.020% | |
4/24/2024 | Spire Wealth Management | 1,093 | $34K | 0.0% | +150.7% | 0.010% | |
4/22/2024 | PFG Investments LLC | 6,916 | $214K | 0.0% | N/A | 0.061% | |
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4/22/2024 | Eagle Bluffs Wealth Management LLC | 99,891 | $3.09M | 1.9% | +6.7% | 0.882% | |
4/18/2024 | SeaCrest Wealth Management LLC | 11,729 | $363K | 0.0% | +37.4% | 0.104% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 309,474 | $9.57M | 0.0% | -9.9% | 2.731% | |
4/16/2024 | 180 Wealth Advisors LLC | 54,347 | $1.68M | 0.3% | +0.6% | 0.480% | |
2/14/2024 | Garner Asset Management Corp | 3,394 | $97K | 0.0% | N/A | 0.030% | |
2/13/2024 | Quantedge Capital Pte Ltd | 58,403 | $1.68M | 0.8% | +21.1% | 0.515% | |
2/13/2024 | Aristides Capital LLC | 117,743 | $3.39M | 1.2% | -10.7% | 1.039% | |
2/12/2024 | Weiss Asset Management LP | 24,186 | $696K | 0.0% | N/A | 0.213% | |
2/8/2024 | Matisse Capital | 58,814 | $1.69M | 0.9% | +155.4% | 0.519% | |
2/8/2024 | JNBA Financial Advisors | 1,550 | $45K | 0.0% | N/A | 0.014% | |
2/7/2024 | Kayne Anderson Capital Advisors LP | 20,984 | $604K | 0.0% | -10.7% | 0.185% | |
2/1/2024 | Wolverine Asset Management LLC | 37,195 | $1.07M | 0.0% | N/A | 0.328% | |
2/1/2024 | PSI Advisors LLC | 6,786 | $195K | 0.1% | -28.9% | 0.060% | |
1/31/2024 | John G Ullman & Associates Inc. | 10,035 | $289K | 0.0% | +32.0% | 0.089% | |
1/30/2024 | Eagle Bluffs Wealth Management LLC | 93,625 | $2.69M | 1.8% | +6.6% | 0.826% | |
1/29/2024 | Baystate Wealth Management LLC | 922 | $27K | 0.0% | N/A | 0.008% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 343,668 | $9.89M | 0.0% | -52.6% | 3.033% | |
1/25/2024 | 180 Wealth Advisors LLC | 53,999 | $1.57M | 0.3% | -3.2% | 0.477% | |
1/23/2024 | DAVENPORT & Co LLC | 10,639 | $306K | 0.0% | -5.2% | 0.094% | |
1/19/2024 | Next Capital Management LLC | 9,782 | $281K | 0.1% | -10.6% | 0.086% | |
1/18/2024 | SeaCrest Wealth Management LLC | 8,537 | $251K | 0.0% | -13.5% | 0.075% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 18,185 | $523K | 0.0% | -63.7% | 0.161% | |
1/16/2024 | Raymond James & Associates | 8,000 | $230K | 0.0% | -4.1% | 0.071% | |
1/12/2024 | Mutual Advisors LLC | 22,578 | $650K | 0.0% | N/A | 0.199% | |
12/14/2023 | WNY Asset Management LLC | 21,217 | $613K | 0.1% | -1.9% | 0.187% | |
11/15/2023 | Advisors Asset Management Inc. | 224,356 | $6.48M | 0.1% | +27.3% | 1.980% | |
11/14/2023 | Saba Capital Management L.P. | 464,622 | $13.43M | 0.3% | +16.1% | 4.101% | |
11/14/2023 | Samalin Investment Counsel LLC | 12,257 | $354K | 0.2% | -12.7% | 0.108% | |
11/13/2023 | Mariner LLC | 31,163 | $901K | 0.0% | -4.1% | 0.275% | |
11/13/2023 | Quantedge Capital Pte Ltd | 48,226 | $1.39M | 0.8% | -48.5% | 0.426% | |
11/9/2023 | Monetary Management Group Inc. | 1,772 | $51K | 0.0% | -77.6% | 0.016% | |
11/9/2023 | Kayne Anderson Capital Advisors LP | 23,500 | $679K | 0.0% | -4.9% | 0.207% | |
11/8/2023 | Oppenheimer & Co. Inc. | 18,265 | $528K | 0.0% | +8.0% | 0.161% | |
11/3/2023 | KCS Wealth Advisory | 32,853 | $949K | 0.4% | +12.8% | 0.290% | |
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11/3/2023 | Gables Capital Management Inc. | 1,250 | $36K | 0.0% | -32.8% | 0.011% | |
11/1/2023 | 180 Wealth Advisors LLC | 55,802 | $1.61M | 0.4% | +4.7% | 0.493% | |
10/30/2023 | Arete Wealth Advisors LLC | 152,071 | $4.40M | 0.8% | +6.3% | 1.342% | |
10/30/2023 | Eagle Bluffs Wealth Management LLC | 87,849 | $2.54M | 1.9% | N/A | 0.775% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 724,951 | $20.95M | 0.0% | -0.9% | 6.399% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 50,105 | $1.45M | 0.0% | +4.8% | 0.442% | |
10/23/2023 | Commonwealth Equity Services LLC | 27,228 | $787K | 0.0% | -2.0% | 0.240% | |
10/17/2023 | CreativeOne Wealth LLC | 24,791 | $716K | 0.1% | -7.3% | 0.219% | |
10/17/2023 | DAVENPORT & Co LLC | 11,225 | $324K | 0.0% | -5.2% | 0.099% | |
10/13/2023 | PSI Advisors LLC | 9,547 | $276K | 0.1% | -15.2% | 0.084% | |
10/4/2023 | International Assets Investment Management LLC | 960 | $29K | 0.0% | N/A | 0.008% | |
8/21/2023 | John G Ullman & Associates Inc. | 7,600 | $221K | 0.0% | N/A | 0.067% | |
8/14/2023 | 1620 Investment Advisors Inc. | 18,635 | $541K | 0.6% | N/A | 0.164% | |
8/14/2023 | CSS LLC IL | 89,398 | $2.60M | 0.2% | -9.7% | 0.789% | |
8/11/2023 | Almitas Capital LLC | 85,273 | $2.62M | 1.1% | +459.4% | 0.753% | |
8/11/2023 | Guggenheim Capital LLC | 34,234 | $994K | 0.0% | -28.3% | 0.302% | |
8/10/2023 | Sit Investment Associates Inc. | 18,980 | $551K | 0.0% | -57.8% | 0.168% | |
8/9/2023 | Montag A & Associates Inc. | 2,339 | $68K | 0.0% | -14.9% | 0.021% | |
8/7/2023 | Wolverine Asset Management LLC | 25,368 | $737K | 0.0% | +76.8% | 0.224% | |
8/7/2023 | Kayne Anderson Capital Advisors LP | 24,700 | $718K | 0.0% | -55.6% | 0.218% | |
8/3/2023 | Atria Wealth Solutions Inc. | 10,110 | $294K | 0.0% | -23.3% | 0.089% | |
8/3/2023 | WNY Asset Management LLC | 21,617 | $628K | 0.1% | +36.1% | 0.191% | |
8/3/2023 | CWM LLC | 2,500 | $73K | 0.0% | -16.7% | 0.022% | |
8/3/2023 | Oppenheimer & Co. Inc. | 16,915 | $491K | 0.0% | +139.4% | 0.149% | |
7/31/2023 | LPL Financial LLC | 56,230 | $1.63M | 0.0% | +32.5% | 0.496% | |
7/26/2023 | Janney Montgomery Scott LLC | 18,877 | $548K | 0.0% | +5.7% | 0.167% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 47,820 | $1.39M | 0.0% | +9.8% | 0.422% | |
7/25/2023 | Raymond James & Associates | 8,276 | $240K | 0.0% | -64.6% | 0.073% | |
7/24/2023 | Allspring Global Investments Holdings LLC | 731,741 | $21.26M | 0.0% | -1.7% | 6.458% | |
7/21/2023 | PSI Advisors LLC | 11,260 | $327K | 0.1% | -3.4% | 0.099% | |
7/20/2023 | DAVENPORT & Co LLC | 11,838 | $344K | 0.0% | -23.3% | 0.104% | |
7/19/2023 | Quilter Plc | 1,150 | $1.14B | 0.0% | N/A | 0.010% | |
7/18/2023 | Allspring Global Investments Holdings LLC | 731,741 | $21.26M | 0.0% | -1.7% | 6.458% | |
7/18/2023 | KCS Wealth Advisory | 29,114 | $846K | 0.3% | -34.6% | 0.257% | |
7/14/2023 | SeaCrest Wealth Management LLC | 9,984 | $290K | 0.0% | +23.6% | 0.088% | |
7/12/2023 | 180 Wealth Advisors LLC | 53,315 | $1.58M | 0.3% | -3.8% | 0.471% | |
6/14/2023 | Atria Wealth Solutions Inc. | 13,178 | $387K | 0.0% | N/A | 0.116% | |
5/22/2023 | Arete Wealth Advisors LLC | 138,541 | $4.07M | 0.3% | N/A | 1.161% | |
5/15/2023 | Medina Value Partners LLC | 198,260 | $5.83M | 5.0% | -4.4% | 1.662% | |
5/12/2023 | SeaCrest Wealth Management LLC | 8,076 | $237K | 0.0% | N/A | 0.068% | |
5/11/2023 | Jaffetilchin Investment Partners LLC | 10,808 | $318K | 0.0% | +5.8% | 0.091% | |
5/11/2023 | Guggenheim Capital LLC | 47,772 | $1.40M | 0.0% | -14.9% | 0.400% | |
5/10/2023 | Oppenheimer & Co. Inc. | 7,065 | $208K | 0.0% | N/A | 0.059% | |
5/9/2023 | Atlas Wealth LLC | 159,563 | $4.69M | 0.9% | -1.0% | 1.337% | |
5/8/2023 | Wolverine Asset Management LLC | 14,352 | $422K | 0.0% | N/A | 0.120% | |
5/4/2023 | OTA Financial Group L.P. | 73,232 | $2.15M | 1.9% | -46.2% | 0.614% | |
5/2/2023 | Venturi Wealth Management LLC | 1,125 | $33K | 0.0% | N/A | 0.009% | |
5/2/2023 | WNY Asset Management LLC | 15,887 | $467K | 0.1% | N/A | 0.133% | |
5/1/2023 | Arete Wealth Advisors LLC | 138,541 | $4.07T | 0.3% | N/A | 1.161% | |
5/1/2023 | CWM LLC | 3,000 | $88K | 0.0% | N/A | 0.025% | |
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4/28/2023 | Janney Montgomery Scott LLC | 17,862 | $525K | 0.0% | +10.9% | 0.150% | |
4/27/2023 | DAVENPORT & Co LLC | 15,429 | $454K | 0.0% | +4.1% | 0.129% | |
4/24/2023 | Ahrens Investment Partners LLC | 950 | $28K | 0.0% | N/A | 0.008% | |
4/18/2023 | Parkside Investments LLC | 6,954 | $204K | 0.0% | N/A | 0.058% | |
4/18/2023 | KCS Wealth Advisory | 44,492 | $1.31M | 0.5% | -47.2% | 0.373% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 43,554 | $1.28M | 0.0% | +5.8% | 0.365% | |
4/14/2023 | Raymond James & Associates | 23,364 | $687K | 0.0% | +23.5% | 0.196% | |
4/13/2023 | Allspring Global Investments Holdings LLC | 744,606 | $21.89M | 0.0% | +1.5% | 6.241% | |
4/12/2023 | Old Port Advisors | 14,809 | $451K | 0.2% | -6.7% | 0.124% | |
4/7/2023 | 180 Wealth Advisors LLC | 55,395 | $1.63M | 0.4% | -1.6% | 0.464% | |