2/15/2023 | Millennium Management LLC | 22,248 | $0.38M | 0.0% | +74.4% | 0.313% | |
2/15/2023 | Morgan Stanley | 11,865 | $0.20M | 0.0% | +19.6% | 0.167% | |
2/15/2023 | ArrowMark Colorado Holdings LLC | 505,709 | $8.60M | 0.1% | +0.6% | 7.124% | |
2/10/2023 | Bank of America Corp DE | 10,130 | $0.17M | 0.0% | -15.8% | 0.143% | |
2/10/2023 | Advisor Group Holdings Inc. | 248,583 | $4.24M | 0.0% | +4.1% | 3.501% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 160,037 | $2.73M | 0.0% | +11.7% | 2.254% | |
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2/8/2023 | Raymond James & Associates | 25,288 | $0.43M | 0.0% | -26.5% | 0.356% | |
2/8/2023 | UBS Group AG | 2,887 | $49K | 0.0% | N/A | 0.041% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 18,026 | $0.31M | 0.0% | +13.9% | 0.254% | |
2/1/2023 | Oxbow Advisors LLC | 126,908 | $2.16M | 0.4% | +232.4% | 1.787% | |
1/5/2023 | Capital Investment Advisors LLC | 16,750 | $0.29M | 0.0% | +15.1% | 0.236% | |
11/14/2022 | United Capital Financial Advisers LLC | 38,500 | $0.67M | 0.0% | -20.6% | 0.542% | |
11/9/2022 | Magnus Financial Group LLC | 10,110 | $0.18M | 0.0% | N/A | 0.142% | |
11/3/2022 | Oxbow Advisors LLC | 38,177 | $0.66M | 0.1% | +13.9% | 0.538% | |
10/25/2022 | Raymond James & Associates | 34,403 | $0.59M | 0.0% | +23.0% | 0.485% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 143,317 | $2.47M | 0.0% | +10.4% | 2.019% | |
10/13/2022 | Newbridge Financial Services Group Inc. | 4,300 | $74K | 0.0% | N/A | 0.061% | |
10/5/2022 | Capital Investment Advisors LLC | 14,550 | $0.25M | 0.0% | N/A | 0.205% | |
8/15/2022 | Millennium Management LLC | 14,311 | $0.28M | 0.0% | N/A | 0.202% | |
8/11/2022 | Bard Associates Inc. | 41,315 | $0.79M | 0.3% | +4.0% | 0.582% | |
8/11/2022 | UBS Group AG | 1,894 | $36K | 0.0% | N/A | 0.027% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 16,309 | $0.31M | 0.0% | +8.8% | 0.230% | |
5/20/2022 | Van Hulzen Asset Management LLC | 11,100 | $0.24M | 0.0% | -15.3% | 0.156% | |
5/17/2022 | Greenwich Investment Management Inc. | 273,007 | $5.87M | 3.5% | -1.8% | 3.845% | |
5/12/2022 | Acadian Asset Management LLC | 2,256 | $48K | 0.0% | -43.6% | 0.034% | |
5/12/2022 | Cambridge Investment Research Advisors Inc. | 14,993 | $0.32M | 0.0% | N/A | 0.228% | |
5/11/2022 | Bard Associates Inc. | 39,715 | $0.85M | 0.3% | +9.7% | 0.604% | |
5/11/2022 | Raymond James Financial Services Advisors Inc. | 106,389 | $2.29M | 0.0% | +20.1% | 1.619% | |
5/9/2022 | Oxbow Advisors LLC | 25,777 | $0.55M | 0.1% | +16.0% | 0.392% | |
5/6/2022 | Cadent Capital Advisors LLC | 20,123 | $0.43M | 0.2% | -6.2% | 0.306% | |
5/4/2022 | Advisor Group Holdings Inc. | 237,777 | $5.11M | 0.0% | +4.0% | 3.619% | |
4/28/2022 | Belpointe Asset Management LLC | 9,626 | $0.21M | 0.0% | -17.2% | 0.146% | |
2/14/2022 | Greenwich Investment Management Inc. | 278,129 | $6.11M | 4.2% | N/A | 4.232% | |
2/10/2022 | Acadian Asset Management LLC | 4,002 | $87K | 0.0% | -45.8% | 0.061% | |
2/9/2022 | UMB Bank N A MO | 2,700 | $59K | 0.0% | N/A | 0.041% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 88,612 | $1.95M | 0.0% | N/A | 1.348% | |
2/4/2022 | Van Hulzen Asset Management LLC | 13,100 | $0.29M | 0.0% | -20.6% | 0.199% | |
2/3/2022 | Advisor Group Holdings Inc. | 228,706 | $5.03M | 0.0% | +0.5% | 3.480% | |
1/24/2022 | Cadent Capital Advisors LLC | 21,443 | $0.47M | 0.2% | -10.3% | 0.326% | |
11/17/2021 | ArrowMark Colorado Holdings LLC | 503,402 | $11.10M | 0.1% | +4,407.5% | 7.660% | |
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11/16/2021 | United Capital Financial Advisers LLC | 50,500 | $1.11M | 0.0% | -15.1% | 0.768% | |
11/5/2021 | Advisor Group Holdings Inc. | 227,526 | $5.02M | 0.0% | -2.3% | 3.462% | |
11/2/2021 | Raymond James & Associates | 25,613 | $0.57M | 0.0% | -17.8% | 0.390% | |
10/25/2021 | Cadent Capital Advisors LLC | 23,893 | $0.53M | 0.2% | +11.8% | 0.364% | |
10/22/2021 | Lineweaver Wealth Advisors LLC | 17,862 | $0.39M | 0.1% | +6.4% | 0.272% | |
9/10/2021 | Punch & Associates Investment Management Inc. | 514,629 | $11.33M | 0.6% | -10.3% | 7.831% | |
8/25/2021 | Marshall Wace LLP | 14,336 | $0.32M | 0.0% | N/A | 0.218% | |
8/16/2021 | Punch & Associates Investment Management Inc. | 610,629 | $13.44M | 0.7% | +6.4% | 9.291% | |
8/16/2021 | Marshall Wace LLP | 14,336 | $0.32M | 0.0% | N/A | 0.218% | |
8/13/2021 | United Capital Financial Advisers LLC | 59,500 | $1.31M | 0.0% | -10.7% | 0.905% | |
8/13/2021 | Stifel Financial Corp | 168,043 | $3.70M | 0.0% | +6.8% | 2.557% | |
8/12/2021 | Bard Associates Inc. | 29,430 | $0.65M | 0.2% | +54.4% | 0.448% | |
8/9/2021 | Belpointe Asset Management LLC | 7,120 | $0.16M | 0.0% | N/A | 0.108% | |
8/6/2021 | Magnus Financial Group LLC | 9,298 | $0.21M | 0.0% | N/A | 0.141% | |
8/4/2021 | Oxbow Advisors LLC | 22,641 | $0.50M | 0.1% | N/A | 0.345% | |
8/3/2021 | Oppenheimer & Co. Inc. | 9,792 | $0.22M | 0.0% | N/A | 0.149% | |
8/2/2021 | Advisor Group Holdings Inc. | 232,970 | $5.13M | 0.0% | +39.1% | 3.545% | |
8/1/2021 | Cadent Capital Advisors LLC | 21,372 | $0.47M | 0.2% | +7.9% | 0.325% | |
7/31/2021 | Arkadios Wealth Advisors | 1,250 | $27K | 0.0% | N/A | 0.019% | |
5/18/2021 | Punch & Associates Investment Management Inc. | 573,736 | $11.35M | 0.7% | +2.1% | 8.730% | |
5/12/2021 | Cadent Capital Advisors LLC | 19,808 | $0.39M | 0.2% | +46.9% | 0.302% | |
5/12/2021 | UBS Group AG | 2,493 | $49K | 0.0% | +121.8% | 0.038% | |
5/11/2021 | Acadian Asset Management LLC | 24,656 | $0.49M | 0.0% | -29.1% | 0.376% | |
5/11/2021 | Hilton Capital Management LLC | 52,255 | $1.03M | 0.1% | -76.0% | 0.796% | |
5/4/2021 | Ieq Capital LLC | 10,300 | $0.20M | 0.0% | -4.6% | 0.157% | |
4/15/2021 | Mcdonald Partners LLC | 41,000 | $0.81M | 0.2% | N/A | 0.625% | |
3/2/2021 | Capital Asset Advisory Services LLC | 6,135 | $0.12M | 0.0% | N/A | 0.093% | |
2/18/2021 | Truist Financial Corp | 55,070 | $1.06M | 0.0% | -3.1% | 0.839% | |
2/17/2021 | United Capital Financial Advisers LLC | 93,250 | $1.80M | 0.0% | -14.6% | 1.421% | |
2/16/2021 | LMR Partners LLP | 11,376 | $0.22M | 0.0% | -12.5% | 0.173% | |
2/16/2021 | Punch & Associates Investment Management Inc. | 562,198 | $10.82M | 0.8% | +4.9% | 8.567% | |
2/12/2021 | Stifel Financial Corp | 145,031 | $2.79M | 0.0% | +9.2% | 2.210% | |
2/12/2021 | Cadent Capital Advisors LLC | 13,484 | $0.26M | 0.1% | N/A | 0.205% | |
2/11/2021 | Northern Trust Corp | 12,169 | $0.23M | 0.0% | -14.9% | 0.185% | |
2/9/2021 | Wells Fargo & Company MN | 2,788 | $54K | 0.0% | -56.1% | 0.042% | |
12/3/2020 | Brinker Capital Investments LLC | 38,757 | $0.75M | 0.0% | N/A | 0.591% | |
11/16/2020 | Punch & Associates Investment Management Inc. | 536,021 | $10.40M | 0.9% | +17.2% | 8.169% | |
11/16/2020 | ArrowMark Colorado Holdings LLC | 10,127 | $0.20M | 0.0% | N/A | 0.154% | |
11/13/2020 | Morgan Stanley | 9,580 | $0.19M | 0.0% | +13.0% | 0.146% | |
11/13/2020 | Truist Financial Corp | 56,833 | $1.10M | 0.0% | -3.1% | 0.866% | |
11/10/2020 | RMB Capital Management LLC | 15,488 | $0.30M | 0.0% | N/A | 0.236% | |
11/9/2020 | Acadian Asset Management LLC | 36,186 | $0.70M | 0.0% | -18.5% | 0.551% | |
10/9/2020 | Envestnet Asset Management Inc. | 14,008 | $0.27M | 0.0% | -12.3% | 0.213% | |
8/24/2020 | Oak Grove Capital LLC | 21,285 | $0.34M | 0.2% | -12.4% | 0.324% | |
8/14/2020 | Stifel Financial Corp | 160,746 | $2.56M | 0.0% | -7.8% | 2.450% | |
8/14/2020 | Advisor Group Holdings Inc. | 172,158 | $2.74M | 0.0% | +2.6% | 2.624% | |
8/14/2020 | Baird Financial Group Inc. | 11,015 | $0.25M | 0.0% | N/A | 0.168% | |
7/14/2020 | Hilton Capital Management LLC | 238,713 | $3.80M | 0.5% | -1.1% | 3.638% | |
7/8/2020 | Envestnet Asset Management Inc. | 15,981 | $0.25M | 0.0% | +6.9% | 0.244% | |
6/16/2020 | Royal Bank of Canada | 1,675 | $27K | 0.0% | -78.2% | 0.026% | |
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5/18/2020 | Advisor Group Holdings Inc. | 167,867 | $2.49M | 0.0% | N/A | 2.559% | |
5/15/2020 | United Capital Financial Advisers LLC | 128,250 | $3.07M | 0.0% | -21.7% | 1.954% | |
5/14/2020 | Wells Fargo & Company MN | 6,847 | $0.11M | 0.0% | -14.6% | 0.104% | |
5/12/2020 | Greenwich Investment Management Inc. | 179,752 | $2.92M | 3.6% | +12.2% | 2.739% | |
5/12/2020 | JPMorgan Chase & Co. | 5,155 | $83K | 0.0% | +105.8% | 0.079% | |
5/11/2020 | Acadian Asset Management LLC | 45,595 | $0.74M | 0.0% | +54.9% | 0.695% | |
5/8/2020 | Northwestern Mutual Wealth Management Co. | 5,000 | $81K | 0.0% | -14.5% | 0.076% | |
5/8/2020 | Hilton Capital Management LLC | 241,430 | $3.92M | 0.7% | +4.1% | 3.680% | |
5/8/2020 | Oppenheimer & Co. Inc. | 12,320 | $0.20M | 0.0% | -16.7% | 0.188% | |
5/7/2020 | Ieq Capital LLC | 10,800 | $0.18M | 0.0% | N/A | 0.165% | |