5/24/2024 | Cetera Investment Advisers | 176,023 | $2.03M | 0.0% | N/A | 0.600% | |
5/14/2024 | Axxcess Wealth Management LLC | 18,150 | $209K | 0.0% | +7.7% | 0.062% | |
5/14/2024 | Robinson Capital Management LLC | 618,081 | $6.84M | 2.5% | +13.5% | 2.105% | |
5/13/2024 | Rockport Wealth LLC | 19,250 | $222K | 0.1% | N/A | 0.066% | |
4/30/2024 | Commonwealth Equity Services LLC | 62,697 | $722K | 0.0% | +16.5% | 0.214% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 4,000 | $46K | 0.0% | N/A | 0.014% | |
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4/16/2024 | Capital Asset Advisory Services LLC | 18,150 | $209K | 0.0% | +7.7% | 0.062% | |
2/22/2024 | Scarborough Advisors LLC | 6,937 | $79K | 0.0% | N/A | 0.024% | |
2/8/2024 | Robinson Capital Management LLC | 544,410 | $6.19M | 2.2% | +39.9% | 1.854% | |
2/8/2024 | Fiera Capital Corp | 553,693 | $6.29M | 0.0% | +8.5% | 1.886% | |
2/6/2024 | Private Advisor Group LLC | 25,341 | $288K | 0.0% | -7.6% | 0.086% | |
2/6/2024 | Summit Trail Advisors LLC | 11,352 | $129K | 0.0% | N/A | 0.039% | |
2/6/2024 | Pointe Capital Management LLC | 19,250 | $219K | 0.2% | -35.1% | 0.066% | |
2/6/2024 | Axxcess Wealth Management LLC | 16,850 | $191K | 0.0% | +17.0% | 0.057% | |
2/5/2024 | Stonebrook Private Inc. | 36,992 | $420K | 0.1% | N/A | 0.126% | |
2/5/2024 | Transcend Capital Advisors LLC | 39,800 | $452K | 0.0% | -28.0% | 0.136% | |
2/1/2024 | Wolverine Asset Management LLC | 3,960 | $45K | 0.0% | -96.2% | 0.013% | |
2/1/2024 | CWM LLC | 8,812 | $100K | 0.0% | -24.0% | 0.030% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 135,082 | $1.54M | 0.0% | +43.9% | 0.460% | |
1/25/2024 | Walter & Keenan Wealth Management LLC IN ADV | 40,077 | $455K | 0.2% | -16.4% | 0.137% | |
1/22/2024 | Secure Asset Management LLC | 122,303 | $1.39M | 0.4% | +2.5% | 0.417% | |
1/18/2024 | Well Done LLC | 177,860 | $2.02M | 0.4% | +0.9% | 0.606% | |
1/17/2024 | AHL Investment Management Inc. | 47,300 | $537K | 0.4% | +2.9% | 0.161% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 69,720 | $792K | 0.0% | +5.9% | 0.237% | |
1/12/2024 | Melone Private Wealth LLC | 382,099 | $4.34M | 2.8% | -10.5% | 1.301% | |
1/10/2024 | Foresight Capital Management Advisors Inc. | 17,151 | $195K | 0.2% | N/A | 0.058% | |
1/9/2024 | Capital Asset Advisory Services LLC | 16,850 | $191K | 0.0% | +17.0% | 0.057% | |
11/15/2023 | Axxcess Wealth Management LLC | 14,400 | $143K | 0.0% | N/A | 0.049% | |
11/14/2023 | AQR Arbitrage LLC | 205,914 | $2.05M | 0.1% | +90.2% | 0.701% | |
11/14/2023 | Saba Capital Management L.P. | 664,020 | $6.59M | 0.2% | +70.4% | 2.262% | |
11/14/2023 | Robinson Capital Management LLC | 389,193 | $3.85M | 1.7% | +13.0% | 1.326% | |
11/13/2023 | Wolverine Asset Management LLC | 103,712 | $1.03M | 0.0% | -6.0% | 0.353% | |
11/9/2023 | Fiera Capital Corp | 510,239 | $5.07M | 0.0% | +2.3% | 1.738% | |
11/8/2023 | Landscape Capital Management L.L.C. | 15,460 | $154K | 0.0% | -40.4% | 0.053% | |
11/8/2023 | Avantax Advisory Services Inc. | 16,739 | $166K | 0.0% | -29.4% | 0.057% | |
11/7/2023 | Pointe Capital Management LLC | 29,682 | $295K | 0.2% | -5.0% | 0.101% | |
11/6/2023 | Sigma Planning Corp | 15,110 | $150K | 0.0% | -11.2% | 0.051% | |
11/3/2023 | Private Advisor Group LLC | 27,424 | $272K | 0.0% | +10.5% | 0.093% | |
10/30/2023 | Melfa Wealth Management LLC | 49,416 | $491K | 0.5% | -6.8% | 0.168% | |
10/27/2023 | SYM FINANCIAL Corp | 15,355 | $152K | 0.0% | N/A | 0.052% | |
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10/24/2023 | Simon Quick Advisors LLC | 11,259 | $112K | 0.0% | N/A | 0.038% | |
10/24/2023 | Raymond James & Associates | 24,750 | $246K | 0.0% | -58.3% | 0.084% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 25,431 | $253K | 0.0% | +7.6% | 0.087% | |
10/20/2023 | Walter & Keenan Wealth Management LLC IN ADV | 47,967 | $476K | 0.2% | +2.3% | 0.163% | |
10/18/2023 | Secure Asset Management LLC | 119,327 | $1.19M | 0.4% | +7.6% | 0.406% | |
10/18/2023 | Liberty Capital Management Inc. | 11,072 | $110K | 0.0% | -13.7% | 0.038% | |
10/16/2023 | Well Done LLC | 176,360 | $1.75M | 0.4% | -15.4% | 0.601% | |
10/16/2023 | Reitz Capital Advisors LLC | 33,045 | $325K | 0.6% | -76.6% | 0.113% | |
10/12/2023 | IFP Advisors Inc | 4,875 | $48K | 0.0% | -53.0% | 0.017% | |
10/12/2023 | Moody National Bank Trust Division | 10,042 | $100K | 0.0% | N/A | 0.034% | |
10/11/2023 | CWM LLC | 11,592 | $115K | 0.0% | -12.7% | 0.039% | |
10/5/2023 | AHL Investment Management Inc. | 45,950 | $456K | 0.4% | +206.3% | 0.157% | |
8/11/2023 | Landscape Capital Management L.L.C. | 25,941 | $287K | 0.0% | -26.1% | 0.088% | |
8/10/2023 | Sit Investment Associates Inc. | 165,636 | $1.83M | 0.0% | -7.4% | 0.564% | |
8/10/2023 | Cetera Investment Advisers | 40,156 | $444K | 0.0% | +21.7% | 0.137% | |
8/9/2023 | Fiera Capital Corp | 498,690 | $5.51M | 0.0% | +15.8% | 1.699% | |
8/9/2023 | Robinson Capital Management LLC | 344,356 | $3.82M | 1.7% | +2.5% | 1.173% | |
8/7/2023 | Wolverine Asset Management LLC | 110,306 | $1.22M | 0.0% | -8.0% | 0.376% | |
8/4/2023 | IFP Advisors Inc | 10,375 | $137K | 0.0% | -53.0% | 0.035% | |
8/4/2023 | Adviser Investments LLC | 21,550 | $238K | 0.0% | N/A | 0.073% | |
8/3/2023 | CWM LLC | 13,280 | $147K | 0.0% | +33.7% | 0.045% | |
8/2/2023 | Matisse Capital | 110,749 | $1.22M | 0.8% | +123.8% | 0.377% | |
8/2/2023 | Bank of Montreal Can | 29,881 | $387K | 0.0% | N/A | 0.102% | |
8/2/2023 | Sigma Planning Corp | 17,022 | $188K | 0.0% | +15.0% | 0.058% | |
7/31/2023 | LPL Financial LLC | 82,444 | $911K | 0.0% | -13.4% | 0.281% | |
7/27/2023 | Melone Private Wealth LLC | 430,596 | $4.76M | 3.4% | +0.7% | 1.467% | |
7/27/2023 | Mackay Shields LLC | 664,819 | $7.35M | 0.2% | -16.1% | 2.264% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 66,327 | $733K | 0.0% | -6.3% | 0.226% | |
7/25/2023 | Raymond James & Associates | 59,323 | $656K | 0.0% | -3.2% | 0.202% | |
7/25/2023 | Summit Trail Advisors LLC | 10,222 | $113K | 0.0% | N/A | 0.035% | |
7/24/2023 | Allspring Global Investments Holdings LLC | 93,843 | $1.04M | 0.0% | +159.6% | 0.320% | |
7/19/2023 | AHL Investment Management Inc. | 15,000 | $166K | 0.1% | N/A | 0.051% | |
7/18/2023 | Allspring Global Investments Holdings LLC | 93,843 | $1.04M | 0.0% | +159.6% | 0.320% | |
7/13/2023 | Secure Asset Management LLC | 110,935 | $1.23M | 0.4% | -21.5% | 0.378% | |
7/13/2023 | Transcend Capital Advisors LLC | 62,753 | $693K | 0.1% | -4.4% | 0.214% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 23,630 | $261K | 0.0% | -88.1% | 0.080% | |
6/5/2023 | Level Four Advisory Services LLC | 18,137 | $203K | 0.0% | N/A | 0.062% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 198,559 | $2.22M | 0.0% | -8.9% | 0.000% | |
5/10/2023 | Private Advisor Group LLC | 24,615 | $275K | 0.0% | N/A | 0.000% | |
5/10/2023 | Landscape Capital Management L.L.C. | 35,098 | $393K | 0.1% | -8.5% | 0.000% | |
5/10/2023 | Robinson Capital Management LLC | 335,830 | $3.73M | 1.7% | +13.8% | 0.000% | |
5/8/2023 | Wolverine Asset Management LLC | 119,851 | $1.34M | 0.0% | +37.2% | 0.000% | |
5/8/2023 | Sigma Planning Corp | 14,808 | $166K | 0.0% | -14.8% | 0.000% | |
5/1/2023 | Virtu Financial LLC | 17,672 | $198K | 0.0% | +75.9% | 0.000% | |
5/1/2023 | CWM LLC | 9,930 | $111K | 0.0% | -33.8% | 0.000% | |
4/27/2023 | Mackay Shields LLC | 792,834 | $8.87M | 0.2% | -20.1% | 0.000% | |
4/27/2023 | Matisse Capital | 49,487 | $554K | 0.4% | +128.9% | 0.000% | |
4/26/2023 | Walter & Keenan Wealth Management LLC IN ADV | 46,766 | $523K | 0.2% | +12.2% | 0.000% | |
4/26/2023 | Fiera Capital Corp | 430,517 | $4.82M | 0.0% | -4.4% | 0.000% | |
4/26/2023 | Reitz Capital Advisors LLC | 141,316 | $1.58M | 1.5% | +1.2% | 0.000% | |
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4/20/2023 | Melone Private Wealth LLC | 427,625 | $4.78M | 3.6% | +5.5% | 0.000% | |
4/20/2023 | Well Done LLC | 208,483 | $2.33M | 0.5% | +0.8% | 0.000% | |
4/18/2023 | IFP Advisors Inc | 22,090 | $292K | 0.0% | -46.6% | 0.000% | |
4/14/2023 | Raymond James & Associates | 61,256 | $685K | 0.0% | -8.6% | 0.208% | |
4/13/2023 | Secure Asset Management LLC | 141,386 | $1.58M | 0.5% | +4.3% | 0.000% | |
4/13/2023 | Allspring Global Investments Holdings LLC | 36,146 | $404K | 0.0% | N/A | 0.000% | |
4/12/2023 | Transcend Capital Advisors LLC | 65,653 | $735K | 0.1% | +53.1% | 0.000% | |
3/8/2023 | Capital Asset Advisory Services LLC | 14,909 | $165K | 0.0% | N/A | 0.000% | |
2/14/2023 | SG3 Management LLC | 40,000 | $444K | 0.1% | N/A | 0.136% | |
2/13/2023 | West Michigan Advisors LLC | 10,185 | $113K | 0.1% | -19.1% | 0.000% | |