5/1/2024 | Janney Montgomery Scott LLC | 129,999 | $2.66M | 0.0% | +4.3% | 0.419% | |
4/30/2024 | Consolidated Portfolio Review Corp | 81,823 | $1.68M | 0.4% | +2.3% | 0.263% | |
4/30/2024 | Commonwealth Equity Services LLC | 46,902 | $960K | 0.0% | +3.4% | 0.151% | |
4/25/2024 | Schnieders Capital Management LLC | 26,909 | $551K | 0.1% | +6.1% | 0.087% | |
4/22/2024 | PFG Investments LLC | 82,776 | $1.69M | 0.1% | N/A | 0.267% | |
4/22/2024 | American Institute for Advanced Investment Management LLP | 41,821 | $856K | 0.7% | +212.4% | 0.135% | |
|
2/12/2024 | Focus Financial Network Inc. ADV | 12,621 | $238K | 0.0% | N/A | 0.042% | |
2/8/2024 | Janney Montgomery Scott LLC | 124,597 | $2.28M | 0.0% | +1.3% | 0.420% | |
2/6/2024 | National Bank of Canada FI | 2,000 | $37K | 0.0% | +233.3% | 0.007% | |
2/2/2024 | Atria Wealth Solutions Inc. | 251,216 | $4.60M | 0.1% | +16.6% | 0.846% | |
2/2/2024 | Schnieders Capital Management LLC | 25,359 | $464K | 0.1% | +5.4% | 0.085% | |
1/31/2024 | Western Wealth Management LLC | 11,759 | $215K | 0.0% | N/A | 0.040% | |
1/29/2024 | Consolidated Portfolio Review Corp | 79,960 | $1.46M | 0.3% | -1.8% | 0.269% | |
1/29/2024 | Koshinski Asset Management Inc. | 44,315 | $811K | 0.1% | +104.9% | 0.149% | |
1/25/2024 | International Assets Investment Management LLC | 36,551 | $669K | 0.0% | N/A | 0.123% | |
1/24/2024 | International Assets Investment Management LLC | 36,551 | $669K | 0.0% | N/A | 0.123% | |
1/23/2024 | American Institute for Advanced Investment Management LLP | 13,387 | $245K | 0.2% | N/A | 0.045% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 11,125 | $203K | 0.0% | -5.6% | 0.037% | |
1/16/2024 | Raymond James & Associates | 25,641 | $469K | 0.0% | +25.0% | 0.086% | |
11/13/2023 | Consolidated Portfolio Review Corp | 81,444 | $1.42M | 0.3% | -8.9% | 0.274% | |
11/13/2023 | Robertson Stephens Wealth Management LLC | 14,200 | $247K | 0.0% | -6.6% | 0.048% | |
11/8/2023 | Atria Wealth Solutions Inc. | 215,380 | $3.75M | 0.1% | +33.4% | 0.725% | |
11/8/2023 | Schnieders Capital Management LLC | 24,059 | $419K | 0.1% | +27.7% | 0.081% | |
11/8/2023 | Avantax Advisory Services Inc. | 12,170 | $212K | 0.0% | N/A | 0.041% | |
11/8/2023 | Oppenheimer & Co. Inc. | 28,636 | $499K | 0.0% | +65.3% | 0.096% | |
11/1/2023 | Csenge Advisory Group | 37,314 | $650K | 0.0% | -15.3% | 0.126% | |
10/25/2023 | Miracle Mile Advisors LLC | 10,920 | $190K | 0.0% | N/A | 0.037% | |
10/24/2023 | Raymond James & Associates | 20,512 | $357K | 0.0% | +17.0% | 0.069% | |
10/20/2023 | Sunesis Advisors LLC | 12,109 | $211K | 0.1% | N/A | 0.041% | |
10/18/2023 | Koshinski Asset Management Inc. | 21,628 | $377K | 0.0% | +11.0% | 0.073% | |
8/17/2023 | Imprint Wealth LLC | 51,045 | $5.10M | 0.2% | N/A | 0.172% | |
8/11/2023 | Robertson Stephens Wealth Management LLC | 15,200 | $252K | 0.0% | +29.9% | 0.051% | |
8/11/2023 | Cibc World Market Inc. | 53,666 | $891K | 0.0% | -18.5% | 0.181% | |
8/11/2023 | Missouri Trust & Investment Co | 4,697 | $78K | 0.0% | N/A | 0.016% | |
8/7/2023 | Keystone Financial Group | 17,760 | $295K | 0.1% | N/A | 0.060% | |
8/3/2023 | Atria Wealth Solutions Inc. | 161,473 | $2.68M | 0.0% | +177.9% | 0.544% | |
8/3/2023 | Oppenheimer & Co. Inc. | 17,325 | $288K | 0.0% | +8.1% | 0.058% | |
8/1/2023 | Schnieders Capital Management LLC | 18,839 | $313K | 0.1% | +7.1% | 0.063% | |
7/28/2023 | Koshinski Asset Management Inc. | 19,477 | $323K | 0.0% | N/A | 0.066% | |
7/26/2023 | Janney Montgomery Scott LLC | 122,659 | $2.04M | 0.0% | +1.1% | 0.413% | |
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7/25/2023 | Raymond James Financial Services Advisors Inc. | 11,795 | $196K | 0.0% | -9.0% | 0.040% | |
7/25/2023 | Raymond James & Associates | 17,534 | $291K | 0.0% | +4.5% | 0.059% | |
7/20/2023 | Csenge Advisory Group | 44,040 | $731K | 0.0% | +8.5% | 0.148% | |
7/14/2023 | Bartlett & Co. LLC | 1,500 | $25K | 0.0% | N/A | 0.005% | |
5/11/2023 | Consolidated Portfolio Review Corp | 87,717 | $1.33M | 0.4% | N/A | 0.295% | |
5/11/2023 | Robertson Stephens Wealth Management LLC | 11,700 | $177K | 0.0% | N/A | 0.039% | |
5/11/2023 | Cooper Financial Group | 11,335 | $171K | 0.0% | N/A | 0.038% | |
5/10/2023 | Oppenheimer & Co. Inc. | 16,029 | $243K | 0.0% | N/A | 0.054% | |
5/1/2023 | Csenge Advisory Group | 40,595 | $614K | 0.0% | +13.8% | 0.137% | |
4/28/2023 | Janney Montgomery Scott LLC | 121,349 | $1.84M | 0.0% | +11.1% | 0.409% | |
4/27/2023 | GFS Advisors LLC | 12,864 | $195K | 0.0% | N/A | 0.043% | |
4/27/2023 | Sunesis Advisors LLC | 12,109 | $183K | 0.1% | N/A | 0.041% | |
4/21/2023 | Kovack Advisors Inc. | 12,147 | $184K | 0.0% | N/A | 0.041% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 12,960 | $196K | 0.0% | +8.5% | 0.047% | |
4/14/2023 | Raymond James & Associates | 16,783 | $254K | 0.0% | +25.8% | 0.061% | |
2/13/2023 | Atria Wealth Solutions Inc. | 58,097 | $918K | 0.0% | +149.4% | 0.213% | |
2/9/2023 | Elequin Securities LLC | 9,658 | $143K | 0.0% | N/A | 0.035% | |
2/7/2023 | Commonwealth Equity Services LLC | 40,348 | $597K | 0.0% | -46.4% | 0.148% | |
2/6/2023 | Y.D. More Investments Ltd | 1,694 | $25K | 0.0% | N/A | 0.006% | |
2/1/2023 | Janney Montgomery Scott LLC | 109,265 | $1.62M | 0.0% | -3.1% | 0.400% | |
1/23/2023 | Allspring Global Investments Holdings LLC | 763,734 | $11.31M | 0.0% | -46.3% | 2.796% | |
11/15/2022 | Colony Group LLC | 133,358 | $2.14M | 0.0% | +306.7% | 0.488% | |
11/14/2022 | Lazard Asset Management LLC | 2,308,514 | $37.12M | 0.1% | -1.6% | 8.451% | |
11/8/2022 | IFP Advisors Inc | 4,000 | $99K | 0.0% | N/A | 0.015% | |
11/7/2022 | D.A. Davidson & CO. | 15,022 | $242K | 0.0% | -24.2% | 0.055% | |
11/3/2022 | Creative Planning | 55,465 | $892K | 0.0% | -1.8% | 0.203% | |
10/26/2022 | Allspring Global Investments Holdings LLC | 1,422,981 | $22.88M | 0.0% | -7.9% | 5.209% | |
10/25/2022 | Janney Montgomery Scott LLC | 112,766 | $1.81M | 0.0% | +6.5% | 0.413% | |
10/25/2022 | Raymond James & Associates | 21,161 | $340K | 0.0% | -13.0% | 0.077% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 12,801 | $206K | 0.0% | -83.6% | 0.047% | |
10/4/2022 | Csenge Advisory Group | 21,611 | $347K | 0.0% | -11.8% | 0.079% | |
8/10/2022 | Cibc World Market Inc. | 41,984 | $684K | 0.0% | +12.3% | 0.154% | |
8/9/2022 | SeaCrest Wealth Management LLC | 1,604 | $26K | 0.0% | N/A | 0.006% | |
8/9/2022 | Lazard Asset Management LLC | 2,345,745 | $38.24M | 0.1% | +0.8% | 8.586% | |
8/8/2022 | Oppenheimer & Co. Inc. | 22,122 | $361K | 0.0% | N/A | 0.081% | |
8/5/2022 | Keystone Financial Group | 15,602 | $254K | 0.1% | +54.5% | 0.057% | |
8/4/2022 | Northwestern Mutual Wealth Management Co. | 2,407 | $40K | 0.0% | -53.5% | 0.009% | |
8/3/2022 | Janney Montgomery Scott LLC | 105,853 | $1.72M | 0.0% | -1.5% | 0.387% | |
7/28/2022 | CWM LLC | 1,806 | $29K | 0.0% | N/A | 0.007% | |
7/28/2022 | D.A. Davidson & CO. | 19,825 | $323K | 0.0% | -8.0% | 0.073% | |
7/27/2022 | Csenge Advisory Group | 24,506 | $399K | 0.0% | +41.5% | 0.090% | |
5/17/2022 | 1607 Capital Partners LLC | 24,832 | $480K | 0.0% | -64.1% | 0.091% | |
5/9/2022 | Csenge Advisory Group | 17,317 | $334K | 0.0% | N/A | 0.063% | |
5/4/2022 | Commonwealth Equity Services LLC | 77,298 | $1.49M | 0.0% | +35.2% | 0.283% | |
4/27/2022 | Pettinga Financial Advisors LLC | 21,325 | $412K | 0.1% | -11.6% | 0.079% | |
4/26/2022 | Segantii Capital Management Ltd | 7,700 | $149K | 0.0% | -69.3% | 0.029% | |
3/3/2022 | Walleye Capital LLC | 27,109 | $572K | 0.0% | -32.0% | 0.101% | |
2/15/2022 | Saba Capital Management L.P. | 341,587 | $7.21M | 0.1% | +3.2% | 1.270% | |
2/11/2022 | Quantedge Capital Pte Ltd | 43,973 | $928K | 0.4% | -7.8% | 0.163% | |
2/10/2022 | Nwam LLC | 10,422 | $220K | 0.0% | N/A | 0.039% | |
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2/9/2022 | Wolverine Asset Management LLC | 66,880 | $1.41M | 0.0% | -15.6% | 0.249% | |
2/9/2022 | Lazard Asset Management LLC | 2,320,800 | $48.97M | 0.1% | +1.3% | 8.626% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 63,588 | $1.34M | 0.0% | +424.0% | 0.236% | |
2/8/2022 | Bank of America Corp DE | 240,721 | $5.08M | 0.0% | +3.2% | 0.895% | |
2/8/2022 | Raymond James & Associates | 23,278 | $491K | 0.0% | -4.2% | 0.087% | |
2/3/2022 | Schnieders Capital Management LLC | 17,960 | $379K | 0.1% | +9.1% | 0.067% | |
1/31/2022 | Commonwealth Equity Services LLC | 57,154 | $1.21M | 0.0% | +29.4% | 0.212% | |
1/28/2022 | Allspring Global Investments Holdings LLC | 1,573,350 | $33.20M | 0.0% | N/A | 5.848% | |
1/27/2022 | Janney Montgomery Scott LLC | 106,723 | $2.25M | 0.0% | +2.1% | 0.397% | |
1/27/2022 | Morgan Jess S & Co. Inc. | 147,070 | $3.10M | 1.9% | -17.2% | 0.547% | |