4/5/2024 | Capital Market Strategies LLC | 12,308 | $25K | 0.0% | N/A | 0.000% | |
2/13/2024 | Envestnet Asset Management Inc. | 521,523 | $1.03M | 0.0% | +4.3% | 0.000% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 177,683 | $0.35M | 0.2% | -5.9% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 26,889 | $53K | 0.0% | +28.0% | 0.000% | |
10/26/2023 | Park Avenue Securities LLC | 472,814 | $0.89M | 0.0% | +1.6% | 0.457% | |
8/15/2023 | Wells Fargo & Company MN | 188,957 | $0.36M | 0.0% | -4.3% | 0.183% | |
8/15/2023 | Captrust Financial Advisors | 14,274 | $27K | 0.0% | -83.8% | 0.014% | |
8/15/2023 | Rivernorth Capital Management LLC | 1,005,327 | $1.92M | 0.1% | +80.4% | 0.971% | |
8/15/2023 | Royal Bank of Canada | 165,157 | $0.31M | 0.0% | +4.1% | 0.160% | |
8/15/2023 | Bulldog Investors LLP | 819,736 | $1.55M | 0.5% | +31.7% | 0.792% | |
8/11/2023 | Regal Investment Advisors LLC | 19,221 | $36K | 0.0% | -43.8% | 0.019% | |
8/10/2023 | Sit Investment Associates Inc. | 3,514,786 | $6.64M | 0.2% | -0.8% | 3.396% | |
8/10/2023 | Cetera Investment Advisers | 133,533 | $0.25M | 0.0% | +26.5% | 0.129% | |
8/8/2023 | Vantage Financial Partners LLC | 34,776 | $66K | 0.0% | +42.2% | 0.034% | |
8/4/2023 | Envestnet Asset Management Inc. | 500,787 | $0.95M | 0.0% | -3.8% | 0.484% | |
8/4/2023 | Atlas Private Wealth Advisors | 13,136 | $25K | 0.0% | N/A | 0.013% | |
7/31/2023 | Integrated Capital Management Inc. | 84,657 | $0.16M | 0.1% | +261.6% | 0.082% | |
7/31/2023 | Mutual Advisors LLC | 85,973 | $0.16M | 0.0% | +13.8% | 0.083% | |
7/14/2023 | Park Avenue Securities LLC | 465,310 | $0.88M | 0.0% | -3.9% | 0.450% | |
5/17/2023 | Rockefeller Capital Management L.P. | 21,991 | $41K | 0.0% | -21.8% | 0.021% | |
5/16/2023 | Harbour Investments Inc. | 107,064 | $0.20M | 0.0% | +34.0% | 0.103% | |
5/15/2023 | Nomura Holdings Inc. | 20,000 | $38K | 0.0% | N/A | 0.019% | |
5/15/2023 | Cetera Investment Advisers | 105,569 | $0.20M | 0.0% | +6.2% | 0.102% | |
5/12/2023 | NewEdge Advisors LLC | 273,850 | $0.52M | 0.0% | -7.0% | 0.265% | |
5/11/2023 | Envestnet Asset Management Inc. | 520,390 | $0.98M | 0.0% | -5.7% | 0.503% | |
5/11/2023 | Commonwealth Equity Services LLC | 99,881 | $0.19M | 0.0% | +5.9% | 0.096% | |
5/10/2023 | Landscape Capital Management L.L.C. | 92,238 | $0.17M | 0.0% | +126.4% | 0.089% | |
5/10/2023 | LPL Financial LLC | 820,465 | $1.55M | 0.0% | -0.9% | 0.793% | |
5/8/2023 | Wolverine Asset Management LLC | 174,279 | $0.33M | 0.0% | +50.1% | 0.168% | |
5/8/2023 | Vantage Financial Partners LLC | 24,448 | $46K | 0.0% | N/A | 0.024% | |
5/8/2023 | Collaborative Wealth Managment Inc. | 268,422 | $0.51M | 0.3% | -4.0% | 0.259% | |
4/27/2023 | Matisse Capital | 13,610 | $26K | 0.0% | N/A | 0.013% | |
4/26/2023 | Integrated Capital Management Inc. | 23,415 | $0.15M | 0.1% | -71.1% | 0.023% | |
4/26/2023 | Fiera Capital Corp | 409,374 | $0.77M | 0.0% | -2.0% | 0.395% | |
4/18/2023 | Park Avenue Securities LLC | 484,289 | $0.92M | 0.0% | -4.5% | 0.468% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 57,504 | $0.10M | 0.0% | -44.2% | 0.056% | |
2/15/2023 | Logan Stone Capital LLC | 15,408 | $27K | 0.0% | -65.9% | 0.015% | |
2/15/2023 | Money Concepts Capital Corp | 17,615 | $31K | 0.0% | N/A | 0.017% | |
2/15/2023 | Morgan Stanley | 542,027 | $0.95M | 0.0% | +5.9% | 0.524% | |
2/14/2023 | Susquehanna International Group LLP | 93,634 | $0.17M | 0.0% | +87.7% | 0.090% | |
2/14/2023 | Cetera Investment Advisers | 99,372 | $0.18M | 0.0% | +9.8% | 0.096% | |
2/13/2023 | Joseph P. Lucia & Associates LLC | 122,185 | $0.22M | 0.2% | -10.3% | 0.118% | |
2/10/2023 | HRT Financial LP | 43,631 | $76K | 0.0% | +36.7% | 0.042% | |
2/10/2023 | Advisor Group Holdings Inc. | 107,315 | $0.19M | 0.0% | +8.4% | 0.104% | |
2/10/2023 | Sit Investment Associates Inc. | 2,302,939 | $4.05M | 0.1% | -11.2% | 2.225% | |
2/9/2023 | Landscape Capital Management L.L.C. | 40,741 | $72K | 0.0% | -17.4% | 0.039% | |
2/8/2023 | Fiera Capital Corp | 417,719 | $0.74M | 0.0% | +5.7% | 0.404% | |
2/8/2023 | Oppenheimer & Co. Inc. | 25,250 | $44K | 0.0% | N/A | 0.024% | |
2/7/2023 | Commonwealth Equity Services LLC | 94,354 | $0.17M | 0.0% | -19.3% | 0.091% | |
2/7/2023 | LPL Financial LLC | 827,895 | $1.46M | 0.0% | -12.7% | 0.800% | |
2/7/2023 | FourThought Financial Partners LLC | 54,303 | $96K | 0.0% | N/A | 0.052% | |
2/7/2023 | Envestnet Asset Management Inc. | 551,930 | $0.97M | 0.0% | +3.7% | 0.533% | |
2/1/2023 | Wolverine Asset Management LLC | 116,130 | $0.20M | 0.0% | N/A | 0.112% | |
2/1/2023 | Janney Montgomery Scott LLC | 105,104 | $0.19M | 0.0% | -28.8% | 0.102% | |
1/31/2023 | IFG Advisory LLC | 32,400 | $57K | 0.0% | N/A | 0.031% | |
1/31/2023 | Melfa Wealth Management LLC | 25,363 | $45K | 0.0% | N/A | 0.025% | |
1/25/2023 | Alpha Cubed Investments LLC | 35,000 | $62K | 0.0% | -51.0% | 0.034% | |
11/21/2022 | FourThought Financial LLC | 59,933 | $0.11M | 0.0% | -28.1% | 0.058% | |
11/15/2022 | Neuberger Berman Group LLC | 58,980 | $0.10M | 0.0% | -40.8% | 0.057% | |
11/15/2022 | 1607 Capital Partners LLC | 3,955,144 | $6.96M | 0.5% | -1.3% | 3.821% | |
11/14/2022 | Royal Bank of Canada | 154,089 | $0.27M | 0.0% | +4.7% | 0.149% | |
11/14/2022 | MML Investors Services LLC | 19,837 | $35K | 0.0% | +54.5% | 0.019% | |
11/10/2022 | Envestnet Asset Management Inc. | 532,448 | $0.94M | 0.0% | +3.0% | 0.514% | |
11/10/2022 | UBS Group AG | 31,235 | $55K | 0.0% | +87.0% | 0.030% | |
11/9/2022 | Shaker Financial Services LLC | 155,239 | $0.27M | 0.1% | -62.8% | 0.150% | |
11/8/2022 | Robinson Capital Management LLC | 248,427 | $0.44M | 0.3% | -25.4% | 0.240% | |
11/2/2022 | Landscape Capital Management L.L.C. | 49,301 | $87K | 0.0% | -62.6% | 0.048% | |
10/28/2022 | Joseph P. Lucia & Associates LLC | 136,220 | $0.24M | 0.2% | +4.5% | 0.132% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 41,434 | $73K | 0.0% | -27.0% | 0.040% | |
10/13/2022 | Patton Albertson Miller Group LLC | 15,300 | $27K | 0.0% | N/A | 0.015% | |
8/23/2022 | Captrust Financial Advisors | 12,966 | $25K | 0.0% | N/A | 0.013% | |
8/17/2022 | Nomura Holdings Inc. | 30,000 | $56K | 0.0% | N/A | 0.029% | |
8/16/2022 | Captrust Financial Advisors | 12,966 | $25K | 0.0% | N/A | 0.013% | |
8/16/2022 | Collaborative Wealth Managment Inc. | 288,919 | $0.55M | 0.4% | N/A | 0.279% | |
8/15/2022 | Atria Wealth Solutions Inc. | 30,855 | $58K | 0.0% | -25.6% | 0.030% | |
8/13/2022 | NewEdge Advisors LLC | 289,900 | $0.55M | 0.0% | +3.7% | 0.280% | |
8/12/2022 | LPL Financial LLC | 877,279 | $1.66M | 0.0% | -12.2% | 0.847% | |
8/11/2022 | Cetera Investment Advisers | 106,776 | $0.20M | 0.0% | +14.8% | 0.103% | |
8/11/2022 | UBS Group AG | 16,700 | $31K | 0.0% | -46.6% | 0.016% | |
8/10/2022 | Fiera Capital Corp | 396,084 | $0.75M | 0.0% | +23.7% | 0.383% | |
8/8/2022 | Integrated Wealth Concepts LLC | 56,831 | $0.11M | 0.0% | N/A | 0.055% | |
8/5/2022 | Landscape Capital Management L.L.C. | 131,764 | $0.25M | 0.0% | +8.9% | 0.127% | |
8/4/2022 | Northwestern Mutual Wealth Management Co. | 132,072 | $0.25M | 0.0% | -34.6% | 0.128% | |
8/4/2022 | IFG Advisory LLC | 26,600 | $50K | 0.0% | N/A | 0.026% | |
8/3/2022 | Envestnet Asset Management Inc. | 516,710 | $0.98M | 0.0% | +3.0% | 0.499% | |
8/3/2022 | Wolverine Asset Management LLC | 396,749 | $0.75M | 0.0% | +43.5% | 0.383% | |
8/1/2022 | Shaker Financial Services LLC | 417,721 | $0.79M | 0.4% | +6.8% | 0.404% | |
7/27/2022 | Park Avenue Securities LLC | 501,097 | $0.95M | 0.0% | +2.4% | 0.484% | |
7/19/2022 | Commonwealth Equity Services LLC | 111,562 | $0.21M | 0.0% | -10.5% | 0.108% | |
7/19/2022 | Integrated Capital Management Inc. | 84,571 | $0.16M | 0.1% | +9.0% | 0.082% | |
7/19/2022 | Great Valley Advisor Group Inc. | 33,838 | $64K | 0.0% | N/A | 0.033% | |
7/15/2022 | PDS Planning Inc | 20,000 | $38K | 0.0% | N/A | 0.019% | |
6/7/2022 | Bank of America Corp DE | 19,620 | $43K | 0.0% | -74.0% | 0.019% | |
5/27/2022 | Walleye Capital LLC | 14,970 | $33K | 0.0% | N/A | 0.014% | |
5/17/2022 | Walleye Capital LLC | 14,970 | $33K | 0.0% | N/A | 0.014% | |
5/17/2022 | Royal Bank of Canada | 160,494 | $0.35M | 0.0% | -3.8% | 0.155% | |
5/17/2022 | 1607 Capital Partners LLC | 2,843,797 | $6.20M | 0.4% | +31.0% | 2.747% | |
5/16/2022 | Rivernorth Capital Management LLC | 66,006 | $0.14M | 0.0% | N/A | 0.064% | |
5/16/2022 | Atria Wealth Solutions Inc. | 41,455 | $90K | 0.0% | N/A | 0.040% | |
5/16/2022 | Invesco Ltd. | 1,388,299 | $3.03M | 0.0% | -4.9% | 1.341% | |