10/31/2024 | Shaker Financial Services LLC | 1,255,941 | $7.05M | 2.7% | -4.4% | 2.157% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 10,558 | $59K | 0.0% | N/A | 0.018% | |
10/24/2024 | J.W. Cole Advisors Inc. | 13,036 | $73K | 0.0% | -15.6% | 0.022% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 86,372 | $485K | 0.0% | -4.7% | 0.148% | |
10/23/2024 | Dakota Wealth Management | 68,884 | $386K | 0.0% | +32.8% | 0.118% | |
10/22/2024 | International Assets Investment Management LLC | 15,105 | $85K | 0.0% | +473.5% | 0.026% | |
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10/16/2024 | Quad Cities Investment Group LLC | 10,049 | $56K | 0.0% | N/A | 0.017% | |
10/15/2024 | NBC Securities Inc. | 25,688 | $144K | 0.0% | -9.6% | 0.044% | |
10/11/2024 | Creative Planning | 12,959 | $73K | 0.0% | +16.8% | 0.022% | |
10/7/2024 | GAMMA Investing LLC | 4,911 | $28K | 0.0% | N/A | 0.008% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 461,229 | $2.46M | 0.0% | +2,468.1% | 0.792% | |
8/9/2024 | City of London Investment Management Co. Ltd. | 160,300 | $856K | 0.1% | N/A | 0.275% | |
8/8/2024 | J.W. Cole Advisors Inc. | 15,445 | $82K | 0.0% | N/A | 0.027% | |
8/7/2024 | Wedbush Securities Inc. | 68,283 | $365K | 0.0% | +11.4% | 0.117% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 9,200 | $49K | 0.0% | +268.0% | 0.016% | |
8/3/2024 | Shaker Financial Services LLC | 1,313,319 | $7.01M | 2.8% | +0.9% | 2.255% | |
8/3/2024 | Kapstone Financial Advisors LLC | 15,602 | $83K | 0.1% | N/A | 0.027% | |
8/2/2024 | Wolverine Asset Management LLC | 504,878 | $2.70M | 0.0% | +22.0% | 0.867% | |
7/25/2024 | Calamos Advisors LLC | 62,946 | $336K | 0.0% | +46.4% | 0.108% | |
7/17/2024 | Quantum Private Wealth LLC | 58,000 | $310K | 0.1% | -21.6% | 0.100% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 90,658 | $484K | 0.0% | -2.6% | 0.156% | |
5/14/2024 | Karpus Management Inc. | 2,471,772 | $13.57M | 0.4% | +47.0% | 4.244% | |
5/14/2024 | Owen LaRue LLC | 11,504 | $63K | 0.0% | -23.6% | 0.020% | |
5/10/2024 | Cornerstone Advisors LLC | 1,649,968 | $9.06M | 0.4% | +95.8% | 2.833% | |
5/7/2024 | Quantum Private Wealth LLC | 74,000 | $406K | 0.2% | -16.9% | 0.127% | |
4/26/2024 | LifePro Asset Management | 38,999 | $214K | 0.1% | N/A | 0.067% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 93,052 | $511K | 0.0% | +8.6% | 0.160% | |
4/5/2024 | NBC Securities Inc. | 35,727 | $196K | 0.0% | -10.7% | 0.061% | |
3/27/2024 | Nomura Holdings Inc. | 22,600 | $119K | 0.0% | N/A | 0.039% | |
3/22/2024 | PNC Financial Services Group Inc. | 50,845 | $268K | 0.0% | N/A | 0.087% | |
2/15/2024 | Flow State Investments L.P. | 121,308 | $641K | 0.2% | +788.2% | 0.208% | |
2/13/2024 | Karpus Management Inc. | 1,681,642 | $8.88M | 0.3% | +162.5% | 2.887% | |
2/13/2024 | 1607 Capital Partners LLC | 30,927 | $163K | 0.0% | N/A | 0.053% | |
2/12/2024 | Weiss Asset Management LP | 59,318 | $313K | 0.0% | N/A | 0.102% | |
2/9/2024 | Cornerstone Advisors LLC | 842,508 | $4.45M | 0.2% | +42.0% | 1.447% | |
2/9/2024 | PNC Financial Services Group Inc. | 50,845 | $268K | 0.0% | N/A | 0.087% | |
2/7/2024 | Shaker Financial Services LLC | 1,011,052 | $5.42M | 2.2% | +26.2% | 1.736% | |
2/5/2024 | Mach 1 Financial Group LLC | 10,745 | $57K | 0.0% | -19.4% | 0.018% | |
2/2/2024 | Atria Wealth Solutions Inc. | 48,033 | $258K | 0.0% | +34.7% | 0.082% | |
2/1/2024 | Wolverine Asset Management LLC | 86,467 | $457K | 0.0% | N/A | 0.148% | |
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1/30/2024 | Avior Wealth Management LLC | 129,987 | $686K | 0.0% | +2,506.5% | 0.223% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 37,675 | $199K | 0.0% | -61.9% | 0.065% | |
1/16/2024 | Raymond James & Associates | 18,789 | $99K | 0.0% | -34.6% | 0.032% | |
1/12/2024 | Mutual Advisors LLC | 11,008 | $58K | 0.0% | N/A | 0.019% | |
1/12/2024 | Advisor Resource Council | 33,093 | $175K | 0.0% | N/A | 0.057% | |
1/10/2024 | David J Yvars Group | 21,157 | $112K | 0.1% | -45.2% | 0.036% | |
11/16/2023 | Owen LaRue LLC | 29,507 | $146K | 0.2% | -30.4% | 0.051% | |
11/9/2023 | Karpus Management Inc. | 640,657 | $3.17M | 0.1% | +73.3% | 1.100% | |
11/9/2023 | Cornerstone Advisors LLC | 593,323 | $2.93M | 0.1% | +62.6% | 1.019% | |
11/8/2023 | Atria Wealth Solutions Inc. | 35,665 | $176K | 0.0% | -9.6% | 0.061% | |
11/8/2023 | Kestra Private Wealth Services LLC | 52,456 | $259K | 0.0% | +8.5% | 0.090% | |
11/4/2023 | NBC Securities Inc. | 40,253 | $198K | 0.0% | N/A | 0.069% | |
11/2/2023 | Quantum Private Wealth LLC | 89,000 | $440K | 0.2% | -10.1% | 0.153% | |
11/2/2023 | Shaker Financial Services LLC | 801,378 | $3.96M | 1.8% | +42.4% | 1.376% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 98,919 | $489K | 0.0% | -3.2% | 0.170% | |
10/24/2023 | Raymond James & Associates | 28,746 | $142K | 0.0% | -20.7% | 0.049% | |
10/24/2023 | Dakota Wealth Management | 12,670 | $63K | 0.0% | N/A | 0.022% | |
10/17/2023 | Mach 1 Financial Group LLC | 13,335 | $66K | 0.0% | -46.9% | 0.023% | |
10/17/2023 | Avior Wealth Management LLC | 4,987 | $25K | 0.0% | N/A | 0.009% | |
10/16/2023 | Community Trust & Investment Co. | 13,475 | $67K | 0.0% | N/A | 0.023% | |
10/11/2023 | AE Wealth Management LLC | 16,301 | $81K | 0.0% | N/A | 0.028% | |
8/11/2023 | Cornerstone Advisors LLC | 364,927 | $1.97M | 0.1% | N/A | 0.627% | |
8/11/2023 | Karpus Management Inc. | 369,785 | $2.00M | 0.1% | +85.0% | 0.635% | |
8/11/2023 | Landscape Capital Management L.L.C. | 34,040 | $184K | 0.0% | -33.1% | 0.058% | |
8/8/2023 | Archer Investment Corp | 5,786 | $31K | 0.0% | N/A | 0.010% | |
8/8/2023 | Advisor OS LLC | 10,150 | $55K | 0.0% | N/A | 0.017% | |
8/7/2023 | Shaker Financial Services LLC | 562,719 | $3.04M | 1.3% | -12.0% | 0.966% | |
8/3/2023 | Atria Wealth Solutions Inc. | 39,465 | $214K | 0.0% | -31.4% | 0.068% | |
8/3/2023 | Oppenheimer & Co. Inc. | 10,173 | $55K | 0.0% | N/A | 0.017% | |
8/1/2023 | Truist Financial Corp | 24,778 | $134K | 0.0% | N/A | 0.043% | |
7/31/2023 | LPL Financial LLC | 453,361 | $2.45M | 0.0% | +9.1% | 0.778% | |
7/28/2023 | Mach 1 Financial Group LLC | 25,090 | $136K | 0.0% | N/A | 0.043% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 68,935 | $373K | 0.0% | -6.4% | 0.118% | |
7/26/2023 | Janney Montgomery Scott LLC | 22,105 | $120K | 0.0% | -11.3% | 0.038% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 102,224 | $553K | 0.0% | -31.5% | 0.176% | |
7/25/2023 | Raymond James & Associates | 36,251 | $196K | 0.0% | -23.4% | 0.062% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 37,788 | $204K | 0.0% | -5.9% | 0.065% | |
5/11/2023 | Karpus Management Inc. | 199,882 | $1.06M | 0.0% | +530.3% | 0.469% | |
5/11/2023 | Financial Advocates Investment Management | 125,000 | $660K | 0.0% | N/A | 0.293% | |
5/11/2023 | Elequin Securities LLC | 10,828 | $57K | 0.0% | -81.7% | 0.025% | |
5/10/2023 | Landscape Capital Management L.L.C. | 50,845 | $268K | 0.0% | -36.1% | 0.000% | |
5/8/2023 | Shaker Financial Services LLC | 639,186 | $3.38M | 1.5% | +20.6% | 1.499% | |
5/8/2023 | Wolverine Asset Management LLC | 312,637 | $1.65M | 0.0% | -5.7% | 0.733% | |
4/28/2023 | Ameritas Advisory Services LLC | 5,755 | $30K | 0.0% | -50.0% | 0.013% | |
4/28/2023 | Janney Montgomery Scott LLC | 24,930 | $132K | 0.0% | -11.8% | 0.058% | |
4/28/2023 | American Institute for Advanced Investment Management LLP | 10,400 | $55K | 0.1% | N/A | 0.024% | |
4/25/2023 | McKinley Carter Wealth Services Inc. | 10,904 | $58K | 0.0% | N/A | 0.026% | |
4/20/2023 | David J Yvars Group | 37,630 | $199K | 0.2% | +64.7% | 0.088% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 149,336 | $788K | 0.0% | -7.5% | 0.350% | |
4/14/2023 | Raymond James & Associates | 47,345 | $250K | 0.0% | -4.7% | 0.111% | |
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3/15/2023 | B. Riley Wealth Advisors Inc. | 73,552 | $370K | 0.0% | -3.6% | 0.172% | |
2/15/2023 | Bluefin Capital Management LLC | 51,929 | $256K | 0.0% | +81.0% | 0.122% | |
2/10/2023 | Ameritas Advisory Services LLC | 11,510 | $57K | 0.0% | N/A | 0.027% | |
2/10/2023 | CoreCap Advisors LLC | 7,573 | $37K | 0.0% | N/A | 0.018% | |
2/9/2023 | Landscape Capital Management L.L.C. | 79,607 | $392K | 0.1% | +402.1% | 0.187% | |
2/9/2023 | Elequin Securities LLC | 59,234 | $292K | 0.1% | N/A | 0.139% | |
2/7/2023 | Commonwealth Equity Services LLC | 19,024 | $93K | 0.0% | +21.1% | 0.045% | |
2/7/2023 | LPL Financial LLC | 403,669 | $1.99M | 0.0% | -20.5% | 0.947% | |
2/3/2023 | Shaker Financial Services LLC | 530,066 | $2.66M | 1.2% | +1,260.3% | 1.243% | |
2/1/2023 | Wolverine Asset Management LLC | 331,588 | $1.64M | 0.0% | +66.7% | 0.778% | |