2/15/2024 | Coastal Bridge Advisors LLC | 158,074 | $2.11M | 0.5% | -0.5% | 0.000% | |
2/15/2024 | Virtus ETF Advisers LLC | 29,655 | $0.40M | 0.3% | -22.1% | 0.000% | |
2/15/2024 | Westchester Capital Management LLC | 83,090 | $1.11M | 0.0% | N/A | 0.000% | |
2/14/2024 | Royal Bank of Canada | 14,456 | $0.19M | 0.0% | -42.1% | 0.000% | |
2/14/2024 | Jones Road Capital Management L.P. | 106,642 | $1.42M | 0.4% | +166.6% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 69,553 | $0.93M | 0.0% | +1.6% | 0.000% | |
2/8/2024 | Beacon Pointe Advisors LLC | 24,705 | $0.33M | 0.0% | -3.8% | 0.000% | |
2/7/2024 | Ieq Capital LLC | 11,142 | $0.15M | 0.0% | N/A | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 68,413 | $0.92M | 0.4% | -7.1% | 0.000% | |
2/7/2024 | Arlington Capital Management Inc. | 17,393 | $0.23M | 0.2% | N/A | 0.000% | |
2/6/2024 | Merit Financial Group LLC | 86,585 | $1.16M | 0.0% | -4.6% | 0.000% | |
2/2/2024 | Gilliland Jeter Wealth Management LLC | 10,903 | $0.15M | 0.1% | N/A | 0.000% | |
2/1/2024 | Signaturefd LLC | 10,508 | $0.14M | 0.0% | +382.2% | 0.000% | |
1/31/2024 | Tranquility Partners LLC | 81,092 | $1.08M | 0.5% | -9.2% | 0.000% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 341,405 | $4.56M | 0.0% | -31.8% | 0.000% | |
1/23/2024 | Leavell Investment Management Inc. | 121,200 | $1.63M | 0.1% | +2.6% | 0.000% | |
1/19/2024 | Next Capital Management LLC | 12,947 | $0.17M | 0.1% | +6.4% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 23,486 | $0.31M | 0.0% | -39.9% | 0.000% | |
11/21/2023 | Almitas Capital LLC | 26,436 | $0.35M | 0.2% | -9.8% | 0.000% | |
11/15/2023 | Integrated Wealth Concepts LLC | 335,037 | $4.44M | 0.1% | -9.8% | 0.000% | |
11/15/2023 | Royal Bank of Canada | 24,967 | $0.33M | 0.0% | +18.5% | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 119,871 | $1.59M | 0.0% | -0.7% | 0.000% | |
11/14/2023 | AQR Arbitrage LLC | 83,384 | $1.11M | 0.0% | +1.5% | 0.000% | |
11/13/2023 | Stifel Financial Corp | 10,259 | $0.14M | 0.0% | -12.0% | 0.000% | |
11/13/2023 | LPL Financial LLC | 26,406 | $0.35M | 0.0% | +6.2% | 0.000% | |
11/13/2023 | Bramshill Investments LLC | 2,080 | $28K | 0.0% | -32.1% | 0.000% | |
11/13/2023 | Invesco Ltd. | 120,636 | $1.60M | 0.0% | -20.9% | 0.000% | |
11/8/2023 | Atria Wealth Solutions Inc. | 39,926 | $0.53M | 0.0% | +35.4% | 0.000% | |
11/7/2023 | Merit Financial Group LLC | 90,716 | $1.20M | 0.0% | +3.0% | 0.000% | |
11/7/2023 | Virtus ETF Advisers LLC | 38,056 | $0.50M | 0.3% | +81.6% | 0.000% | |
11/7/2023 | Atlas Wealth LLC | 88,626 | $1.17M | 0.2% | +10.4% | 0.000% | |
11/4/2023 | Pinnacle Financial Partners Inc | 8,131 | $0.11M | 0.0% | -22.1% | 0.000% | |
11/2/2023 | Shaker Financial Services LLC | 73,642 | $0.98M | 0.5% | -3.4% | 0.000% | |
10/31/2023 | Tranquility Partners LLC | 89,262 | $1.18M | 0.5% | +9.2% | 0.000% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 500,464 | $6.63M | 0.0% | +21.6% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 39,107 | $0.52M | 0.0% | N/A | 0.000% | |
10/16/2023 | Arcus Capital Partners LLC | 21,180 | $0.28M | 0.1% | -9.4% | 0.000% | |
10/16/2023 | Leavell Investment Management Inc. | 118,080 | $1.57M | 0.1% | -6.3% | 0.000% | |
8/21/2023 | Osaic Holdings Inc. | 62,330 | $0.80M | 0.0% | -2.2% | 0.000% | |
8/17/2023 | Coastal Bridge Advisors LLC | 160,310 | $2.06M | 0.5% | -0.5% | 0.000% | |
8/15/2023 | Wells Fargo & Company MN | 15,551 | $0.20M | 0.0% | -9.0% | 0.000% | |
8/15/2023 | Integrated Wealth Concepts LLC | 371,432 | $4.76M | 0.1% | -37.1% | 0.000% | |
8/15/2023 | Captrust Financial Advisors | 226,678 | $2.91M | 0.0% | +6.6% | 0.000% | |
8/15/2023 | Rivernorth Capital Management LLC | 357,915 | $4.59M | 0.2% | +8.8% | 0.000% | |
8/15/2023 | Stifel Financial Corp | 11,659 | $0.15M | 0.0% | -14.6% | 0.000% | |
8/15/2023 | Jones Road Capital Management L.P. | 20,000 | $0.26M | 0.2% | N/A | 0.000% | |
8/11/2023 | Almitas Capital LLC | 29,302 | $0.38M | 0.2% | N/A | 0.000% | |
8/11/2023 | Weiss Asset Management LP | 18,615 | $0.24M | 0.0% | +69.5% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 496,854 | $6.37M | 0.1% | -0.2% | 0.000% | |
8/10/2023 | Osaic Holdings Inc. | 62,330 | $0.80M | 0.0% | -2.2% | 0.000% | |
8/10/2023 | Sit Investment Associates Inc. | 81,838 | $1.05M | 0.0% | +58.5% | 0.000% | |
8/7/2023 | Wolverine Asset Management LLC | 17,472 | $0.22M | 0.0% | -48.9% | 0.000% | |
8/7/2023 | Shaker Financial Services LLC | 76,265 | $0.98M | 0.4% | +11.5% | 0.000% | |
8/4/2023 | Apollon Wealth Management LLC | 89,797 | $1.15M | 0.1% | -1.7% | 0.000% | |
8/3/2023 | Atria Wealth Solutions Inc. | 29,492 | $0.38M | 0.0% | -7.2% | 0.000% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 10,577 | $0.14M | 0.0% | N/A | 0.000% | |
8/3/2023 | Shufro Rose & Co. LLC | 16,300 | $0.21M | 0.0% | +12.4% | 0.000% | |
8/2/2023 | NTV Asset Management LLC | 16,650 | $0.21M | 0.0% | -8.3% | 0.000% | |
8/1/2023 | Signaturefd LLC | 2,125 | $27K | 0.0% | N/A | 0.000% | |
8/1/2023 | Merit Financial Group LLC | 88,057 | $1.13M | 0.0% | +70.6% | 0.000% | |
7/31/2023 | LPL Financial LLC | 24,876 | $0.32M | 0.0% | -11.1% | 0.000% | |
7/31/2023 | Moloney Securities Asset Management LLC | 11,701 | $0.15M | 0.0% | +11.9% | 0.000% | |
7/25/2023 | Raymond James & Associates | 13,734 | $0.18M | 0.0% | -24.8% | 0.000% | |
7/24/2023 | Allspring Global Investments Holdings LLC | 411,574 | $5.28M | 0.0% | +89.0% | 0.000% | |
7/18/2023 | Allspring Global Investments Holdings LLC | 411,574 | $5.28M | 0.0% | +89.0% | 0.000% | |
5/16/2023 | Apollon Wealth Management LLC | 91,335 | $1.16M | 0.1% | -3.5% | 0.000% | |
5/16/2023 | Steward Partners Investment Advisory LLC | 68,003 | $0.86M | 0.0% | -3.2% | 0.000% | |
5/15/2023 | Cetera Investment Advisers | 10,000 | $0.13M | 0.0% | N/A | 0.000% | |
5/12/2023 | Advisors Asset Management Inc. | 104,491 | $1.32M | 0.0% | +17.9% | 0.000% | |
5/12/2023 | Bank of America Corp DE | 693,066 | $8.79M | 0.0% | -5.3% | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 497,796 | $6.31M | 0.1% | +12.7% | 0.000% | |
5/10/2023 | Weiss Asset Management LP | 10,983 | $0.14M | 0.0% | N/A | 0.000% | |
5/9/2023 | Spire Wealth Management | 6,000 | $76K | 0.0% | N/A | 0.000% | |
5/9/2023 | Atlas Wealth LLC | 22,700 | $0.29M | 0.1% | +54.1% | 0.000% | |
5/9/2023 | Wedbush Securities Inc. | 25,904 | $0.33M | 0.0% | -6.3% | 0.000% | |
5/8/2023 | Shaker Financial Services LLC | 68,398 | $0.87M | 0.4% | -7.2% | 0.000% | |
5/8/2023 | Tranquility Partners LLC | 81,750 | $1.04M | 0.5% | N/A | 0.000% | |
5/3/2023 | Integrated Wealth Concepts LLC | 590,811 | $7.49M | 0.2% | -2.3% | 0.000% | |
4/27/2023 | Stratos Wealth Partners LTD. | 10,976 | $0.14M | 0.0% | N/A | 0.000% | |
4/24/2023 | Merit Financial Group LLC | 51,612 | $0.65M | 0.0% | -2.3% | 0.000% | |
4/20/2023 | Shufro Rose & Co. LLC | 14,500 | $0.18M | 0.0% | N/A | 0.000% | |
4/17/2023 | GPS Wealth Strategies Group LLC | 4,418 | $56K | 0.0% | N/A | 0.000% | |
4/13/2023 | Allspring Global Investments Holdings LLC | 217,806 | $2.76M | 0.0% | +15.3% | 0.000% | |
4/13/2023 | Leavell Investment Management Inc. | 126,080 | $1.60M | 0.1% | -12.7% | 0.000% | |
2/24/2023 | Natixis | 15,690 | $0.20M | 0.0% | N/A | 0.000% | |
2/15/2023 | Steward Partners Investment Advisory LLC | 70,215 | $0.87M | 0.0% | -10.2% | 0.000% | |
2/15/2023 | Captrust Financial Advisors | 45,641 | $0.57M | 0.0% | N/A | 0.000% | |
2/15/2023 | Logan Stone Capital LLC | 102,537 | $1.28M | 0.5% | +58.0% | 0.000% | |
2/15/2023 | Morgan Stanley | 813,206 | $10.11M | 0.0% | -25.5% | 0.000% | |
2/14/2023 | Oaktree Capital Management LP | 160,871 | $2M | 0.0% | +158.6% | 0.000% | |
2/14/2023 | Atlas Wealth LLC | 14,733 | $0.18M | 0.0% | N/A | 0.000% | |
2/13/2023 | Advisors Asset Management Inc. | 88,620 | $1.10M | 0.0% | -35.2% | 0.000% | |
2/13/2023 | Integrated Wealth Concepts LLC | 604,867 | $7.52M | 0.2% | -4.9% | 0.000% | |
2/13/2023 | Wells Fargo & Company MN | 18,588 | $0.23M | 0.0% | -18.8% | 0.000% | |
2/13/2023 | Atria Wealth Solutions Inc. | 31,781 | $0.40M | 0.0% | -8.6% | 0.000% | |
2/10/2023 | Bank of America Corp DE | 731,997 | $9.10M | 0.0% | -4.9% | 0.000% | |
2/10/2023 | Advisor Group Holdings Inc. | 72,002 | $0.90M | 0.0% | +1.4% | 0.000% | |
2/9/2023 | Landscape Capital Management L.L.C. | 12,189 | $0.15M | 0.0% | -54.1% | 0.000% | |
2/8/2023 | NTV Asset Management LLC | 18,550 | $0.23M | 0.0% | -13.9% | 0.000% | |
2/8/2023 | Coastal Bridge Advisors LLC | 162,451 | $2.02M | 0.6% | -12.8% | 0.000% | |