5/7/2024 | Pecaut & CO. | 22,939 | $975K | 0.4% | -31.6% | 0.280% | |
5/1/2024 | Janney Montgomery Scott LLC | 5,541 | $235K | 0.0% | -6.6% | 0.068% | |
5/1/2024 | Private Advisor Group LLC | 9,807 | $417K | 0.0% | N/A | 0.120% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 75,172 | $3.19M | 0.1% | N/A | 0.917% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 3,809 | $162K | 0.0% | -43.8% | 0.046% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 10,150 | $431K | 0.0% | -6.4% | 0.123% | |
|
4/17/2024 | Hennion & Walsh Asset Management Inc. | 21,858 | $929K | 0.0% | -5.1% | 0.264% | |
4/15/2024 | Chemistry Wealth Management LLC | 101,733 | $4.32M | 1.2% | -22.4% | 1.229% | |
4/10/2024 | Park Avenue Securities LLC | 17,582 | $747K | 0.0% | -1.4% | 0.212% | |
3/14/2024 | Leo Wealth LLC | 5,107 | $206K | 0.0% | N/A | 0.062% | |
2/13/2024 | Belpointe Asset Management LLC | 5,301 | $214K | 0.0% | N/A | 0.064% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 10,846 | $438K | 0.0% | -2.3% | 0.131% | |
2/9/2024 | D.A. Davidson & CO. | 123,103 | $4.97M | 0.0% | +6.6% | 1.487% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 5,450 | $235K | 0.0% | +45.3% | 0.066% | |
2/7/2024 | Pecaut & CO. | 33,546 | $1.35M | 0.5% | -8.6% | 0.405% | |
2/7/2024 | Shaker Financial Services LLC | 49,119 | $1.98M | 0.8% | -12.6% | 0.593% | |
2/6/2024 | Cullen Frost Bankers Inc. | 886 | $36K | 0.0% | N/A | 0.011% | |
2/5/2024 | Cary Street Partners Investment Advisory LLC | 5,450 | $235K | 0.1% | +45.3% | 0.066% | |
2/5/2024 | Capital Investment Counsel Inc | 10,518 | $425K | 0.1% | -13.2% | 0.127% | |
1/31/2024 | Mraz Amerine & Associates Inc. | 12,367 | $499K | 0.1% | -4.9% | 0.149% | |
1/25/2024 | International Assets Investment Management LLC | 19,986 | $807K | 0.0% | N/A | 0.241% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 6,772 | $273K | 0.1% | -19.1% | 0.082% | |
1/24/2024 | International Assets Investment Management LLC | 19,986 | $807K | 0.0% | N/A | 0.241% | |
1/16/2024 | Raymond James & Associates | 48,529 | $1.96M | 0.0% | +6.6% | 0.586% | |
1/12/2024 | Chemistry Wealth Management LLC | 131,080 | $5.29M | 1.6% | -19.1% | 1.583% | |
1/2/2024 | Anchor Investment Management LLC | 27,483 | $1.11M | 0.1% | N/A | 0.332% | |
11/14/2023 | AQR Arbitrage LLC | 14,249 | $550K | 0.0% | +34.8% | 0.172% | |
11/14/2023 | Saba Capital Management L.P. | 25,137 | $970K | 0.0% | -46.6% | 0.304% | |
11/13/2023 | Pecaut & CO. | 36,718 | $1.42M | 0.6% | +1.4% | 0.444% | |
11/13/2023 | Mraz Amerine & Associates Inc. | 13,007 | $502K | 0.1% | -21.8% | 0.157% | |
11/8/2023 | Baltimore Washington Financial Advisors Inc. | 14,955 | $577K | 0.0% | N/A | 0.181% | |
11/8/2023 | D.A. Davidson & CO. | 115,531 | $4.46M | 0.0% | +6.2% | 1.395% | |
11/4/2023 | NBC Securities Inc. | 941 | $36K | 0.0% | N/A | 0.011% | |
11/2/2023 | Shaker Financial Services LLC | 56,225 | $2.17M | 1.0% | -49.6% | 0.679% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 8,369 | $323K | 0.1% | +5.1% | 0.101% | |
10/26/2023 | Park Avenue Securities LLC | 18,907 | $730K | 0.0% | -3.2% | 0.228% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 6,625 | $256K | 0.0% | -42.2% | 0.080% | |
10/24/2023 | Raymond James & Associates | 45,518 | $1.76M | 0.0% | +2.0% | 0.550% | |
10/11/2023 | Chemistry Wealth Management LLC | 162,030 | $6.25M | 2.1% | -17.2% | 1.957% | |
8/14/2023 | CSS LLC IL | 10,959 | $420K | 0.0% | N/A | 0.132% | |
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8/11/2023 | D.A. Davidson & CO. | 108,814 | $4.17M | 0.0% | +1.8% | 1.314% | |
8/10/2023 | Cary Street Partners Investment Advisory LLC | 3,750 | $144K | 0.0% | +41.5% | 0.045% | |
8/10/2023 | US Bancorp DE | 24,800 | $950K | 0.0% | +235.1% | 0.300% | |
8/9/2023 | Pecaut & CO. | 36,219 | $1.39M | 0.6% | -5.2% | 0.437% | |
8/8/2023 | Blue Bell Private Wealth Management LLC | 7,966 | $305K | 0.1% | +5.9% | 0.096% | |
8/7/2023 | Shaker Financial Services LLC | 111,632 | $4.28M | 1.9% | -28.1% | 1.348% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 11,467 | $439K | 0.0% | -6.9% | 0.138% | |
7/25/2023 | Raymond James & Associates | 44,640 | $1.71M | 0.0% | +1.8% | 0.539% | |
7/14/2023 | Park Avenue Securities LLC | 19,536 | $749K | 0.0% | -8.9% | 0.236% | |
7/13/2023 | Chemistry Wealth Management LLC | 195,769 | $7.50M | 2.4% | -19.9% | 2.364% | |
5/8/2023 | Shaker Financial Services LLC | 155,302 | $5.87M | 2.6% | +169.7% | 1.876% | |
5/8/2023 | Blue Bell Private Wealth Management LLC | 7,523 | $284K | 0.1% | +2,558.3% | 0.091% | |
4/25/2023 | D.A. Davidson & CO. | 106,886 | $4.04M | 0.0% | +6.9% | 1.291% | |
4/20/2023 | Mraz Amerine & Associates Inc. | 19,144 | $723K | 0.2% | -8.5% | 0.229% | |
4/18/2023 | Park Avenue Securities LLC | 21,439 | $810K | 0.0% | -9.7% | 0.256% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 12,323 | $466K | 0.0% | +3.0% | 0.147% | |
4/14/2023 | Raymond James & Associates | 43,857 | $1.66M | 0.0% | +1.7% | 0.524% | |
4/10/2023 | Chemistry Wealth Management LLC | 244,435 | $9.24M | 3.2% | -18.1% | 2.920% | |
3/1/2023 | Lakewood Asset Management LLC | 4,156 | $161K | 0.1% | N/A | 0.050% | |
2/10/2023 | Evoke Wealth LLC | 5,450 | $211K | 0.0% | N/A | 0.065% | |
2/9/2023 | Elequin Securities LLC | 736 | $28K | 0.0% | N/A | 0.009% | |
2/9/2023 | First Trust Advisors LP | 86,404 | $3.34M | 0.0% | -1.1% | 1.032% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 11,962 | $462K | 0.0% | -13.8% | 0.143% | |
2/8/2023 | Raymond James & Associates | 43,145 | $1.67M | 0.0% | +3.1% | 0.515% | |
2/8/2023 | Belpointe Asset Management LLC | 1,383 | $53K | 0.0% | N/A | 0.017% | |
2/3/2023 | Shaker Financial Services LLC | 57,573 | $2.23M | 1.0% | -58.4% | 0.688% | |
2/3/2023 | D.A. Davidson & CO. | 99,941 | $3.86M | 0.0% | +9.4% | 1.194% | |
1/26/2023 | GraniteShares Advisors LLC | 61,211 | $2.37M | 2.0% | N/A | 0.731% | |
1/18/2023 | Chemistry Wealth Management LLC | 298,624 | $11.55M | 4.5% | -3.3% | 3.566% | |
1/12/2023 | Mraz Amerine & Associates Inc. | 20,924 | $809K | 0.2% | -2.2% | 0.250% | |
1/12/2023 | Hennion & Walsh Asset Management Inc. | 24,112 | $932K | 0.1% | -3.3% | 0.288% | |
11/16/2022 | Saba Capital Management L.P. | 234,661 | $8.21M | 0.1% | -42.3% | 2.804% | |
11/14/2022 | Nations Financial Group Inc. IA ADV | 13,061 | $457K | 0.1% | N/A | 0.156% | |
11/14/2022 | Hennion & Walsh Asset Management Inc. | 24,945 | $873K | 0.1% | +79.8% | 0.298% | |
11/9/2022 | Shaker Financial Services LLC | 138,476 | $4.85M | 2.4% | +52.4% | 1.654% | |
11/9/2022 | Pecaut & CO. | 42,331 | $1.48M | 0.8% | -12.1% | 0.506% | |
11/7/2022 | D.A. Davidson & CO. | 91,360 | $3.20M | 0.0% | +6.1% | 1.091% | |
11/1/2022 | Park Avenue Securities LLC | 23,978 | $839K | 0.0% | -3.3% | 0.286% | |
10/27/2022 | US Bancorp DE | 7,400 | $259K | 0.0% | -7.7% | 0.088% | |
10/25/2022 | Mraz Amerine & Associates Inc. | 21,394 | $749K | 0.2% | -3.3% | 0.255% | |
10/25/2022 | Raymond James & Associates | 41,849 | $1.47M | 0.0% | -2.1% | 0.500% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 13,880 | $486K | 0.0% | +22.0% | 0.166% | |
10/21/2022 | Chemistry Wealth Management LLC | 308,680 | $10.80M | 4.3% | -0.9% | 3.686% | |
8/13/2022 | Next Level Private LLC | 311,465 | $11.63M | 4.4% | N/A | 3.721% | |
8/4/2022 | Steward Partners Investment Advisory LLC | 3,775 | $141K | 0.0% | N/A | 0.045% | |
8/4/2022 | Pecaut & CO. | 48,152 | $1.80M | 1.0% | -1.2% | 0.575% | |
8/3/2022 | Envestnet Asset Management Inc. | 25,979 | $970K | 0.0% | +1.0% | 0.310% | |
8/3/2022 | Janney Montgomery Scott LLC | 6,082 | $225K | 0.0% | N/A | 0.073% | |
8/1/2022 | Shaker Financial Services LLC | 90,864 | $3.39M | 1.6% | -46.9% | 1.085% | |
7/28/2022 | D.A. Davidson & CO. | 86,121 | $3.22M | 0.0% | +1.6% | 1.028% | |
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7/27/2022 | Mraz Amerine & Associates Inc. | 22,129 | $826K | 0.2% | -11.7% | 0.264% | |
7/21/2022 | Litman Gregory Wealth Management LLC | 141,447 | $5.28M | 0.8% | +8.6% | 1.690% | |
7/19/2022 | Hennion & Walsh Asset Management Inc. | 13,876 | $518K | 0.0% | N/A | 0.166% | |
5/17/2022 | Saba Capital Management L.P. | 505,981 | $21.25M | 0.3% | -22.5% | 6.042% | |
5/12/2022 | D.A. Davidson & CO. | 84,738 | $3.56M | 0.0% | +4.1% | 1.012% | |
5/10/2022 | Pecaut & CO. | 48,750 | $2.05M | 1.0% | -2.6% | 0.582% | |
5/6/2022 | Shaker Financial Services LLC | 171,162 | $7.19M | 2.7% | +11.6% | 2.045% | |
5/5/2022 | Chemistry Wealth Management LLC | 314,368 | $13.20M | 4.5% | N/A | 3.756% | |
5/4/2022 | Advisor Group Holdings Inc. | 6,908 | $12.84M | 0.0% | -3.8% | 0.083% | |
5/4/2022 | Envestnet Asset Management Inc. | 25,710 | $1.08M | 0.0% | +3.9% | 0.307% | |