7/18/2025 | Consolidated Portfolio Review Corp | 33,898 | $641K | 0.1% | -27.5% | 0.578% | |
5/15/2025 | Royal Bank of Canada | 42,161 | $735K | 0.0% | +2.0% | 0.719% | |
5/13/2025 | Sit Investment Associates Inc. | 283,072 | $4.93M | 0.1% | +166.9% | 4.829% | |
5/12/2025 | Invesco Ltd. | 13,096 | $228K | 0.0% | N/A | 0.223% | |
5/6/2025 | John G Ullman & Associates Inc. | 85,344 | $1.49M | 0.2% | -1.9% | 1.456% | |
5/5/2025 | Blue Bell Private Wealth Management LLC | 61,943 | $1.08M | 0.2% | +11.7% | 1.057% | |
5/5/2025 | Beckerman Institutional LLC | 75,763 | $1.32M | 1.0% | +13.4% | 1.292% | |
4/25/2025 | Koshinski Asset Management Inc. | 14,720 | $256K | 0.0% | -9.2% | 0.251% | |
4/23/2025 | Consolidated Portfolio Review Corp | 46,739 | $814K | 0.1% | -10.6% | 0.797% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 52,342 | $912K | 0.0% | -8.2% | 0.893% | |
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2/17/2025 | Saba Capital Management L.P. | 282,401 | $5.00M | 0.1% | +11.6% | 4.811% | |
2/17/2025 | Bulldog Investors LLP | 39,176 | $694K | 0.2% | +75.3% | 0.667% | |
2/17/2025 | Ameriprise Financial Inc. | 57,843 | $1.02M | 0.0% | +5.0% | 0.985% | |
2/14/2025 | Stifel Financial Corp | 11,717 | $208K | 0.0% | N/A | 0.200% | |
2/14/2025 | Shaker Financial Services LLC | 65,394 | $1.16M | 0.4% | -22.1% | 1.114% | |
2/13/2025 | NewEdge Advisors LLC | 19,300 | $342K | 0.0% | -20.4% | 0.329% | |
2/13/2025 | GABELLI & Co INVESTMENT ADVISERS INC. | 28,000 | $496K | 0.1% | N/A | 0.477% | |
2/13/2025 | Guggenheim Capital LLC | 57,464 | $1.02M | 0.0% | +76.9% | 0.979% | |
2/13/2025 | Raymond James Financial Inc. | 12,520 | $222K | 0.0% | N/A | 0.213% | |
2/13/2025 | Sit Investment Associates Inc. | 106,056 | $1.88M | 0.0% | N/A | 1.807% | |
2/13/2025 | Wells Fargo & Company MN | 23,414 | $415K | 0.0% | -14.7% | 0.399% | |
2/12/2025 | Landscape Capital Management L.L.C. | 17,462 | $309K | 0.0% | -36.3% | 0.297% | |
2/11/2025 | LPL Financial LLC | 45,168 | $800K | 0.0% | +7.1% | 0.769% | |
2/10/2025 | Advisors Asset Management Inc. | 145,320 | $2.57M | 0.0% | -1.2% | 2.476% | |
2/10/2025 | Commonwealth Equity Services LLC | 15,987 | $283K | 0.0% | -7.9% | 0.272% | |
2/7/2025 | Cornerstone Advisors LLC | 31,426 | $557K | 0.0% | -51.0% | 0.535% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 55,465 | $982K | 0.2% | +57.2% | 0.945% | |
2/6/2025 | Raymond James Financial Inc. | 12,520 | $222K | 0.0% | N/A | 0.213% | |
2/5/2025 | John G Ullman & Associates Inc. | 86,982 | $1.54M | 0.2% | -6.1% | 1.482% | |
1/28/2025 | Mezzasalma Advisors LLC | 40,806 | $723K | 0.2% | N/A | 0.695% | |
1/16/2025 | Koshinski Asset Management Inc. | 16,204 | $287K | 0.0% | -5.7% | 0.276% | |
11/9/2024 | John G Ullman & Associates Inc. | 92,656 | $1.55M | 0.2% | -4.0% | 1.578% | |
11/9/2024 | Landscape Capital Management L.L.C. | 27,428 | $460K | 0.0% | -21.2% | 0.467% | |
11/8/2024 | Cornerstone Advisors LLC | 64,115 | $1.08M | 0.0% | -43.5% | 1.092% | |
11/8/2024 | Advisors Asset Management Inc. | 147,075 | $2.47M | 0.0% | -0.9% | 2.504% | |
11/6/2024 | Curi RMB Capital LLC | 15,000 | $252K | 0.0% | -25.0% | 0.256% | |
11/4/2024 | Wolverine Asset Management LLC | 27,478 | $461K | 0.0% | +424.3% | 0.468% | |
11/1/2024 | Beckerman Institutional LLC | 67,260 | $1.13M | 0.9% | N/A | 1.146% | |
10/31/2024 | Shaker Financial Services LLC | 83,989 | $1.41M | 0.5% | +23.7% | 1.430% | |
10/24/2024 | Consolidated Portfolio Review Corp | 52,646 | $883K | 0.2% | +1.3% | 0.896% | |
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10/10/2024 | Koshinski Asset Management Inc. | 17,188 | $288K | 0.0% | -5.4% | 0.293% | |
8/9/2024 | Cornerstone Advisors LLC | 113,423 | $1.78M | 0.1% | +30.5% | 1.931% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 18,690 | $293K | 0.1% | +19.2% | 0.318% | |
8/3/2024 | Shaker Financial Services LLC | 67,889 | $1.06M | 0.4% | -45.9% | 1.157% | |
8/2/2024 | Wolverine Asset Management LLC | 5,241 | $82K | 0.0% | -11.5% | 0.089% | |
8/1/2024 | Consolidated Portfolio Review Corp | 51,976 | $814K | 0.2% | -10.9% | 0.885% | |
7/31/2024 | Commonwealth Equity Services LLC | 17,507 | $274K | 0.0% | -5.4% | 0.298% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 64,028 | $1.00M | 0.0% | +9.0% | 1.091% | |
5/15/2024 | GABELLI & Co INVESTMENT ADVISERS INC. | 33,000 | $528K | 0.1% | -5.7% | 0.562% | |
5/14/2024 | Advisors Asset Management Inc. | 139,259 | $2.23M | 0.0% | +84.3% | 2.372% | |
5/10/2024 | Cornerstone Advisors LLC | 86,934 | $1.39M | 0.1% | +16.2% | 1.480% | |
5/9/2024 | Koshinski Asset Management Inc. | 27,649 | $442K | 0.0% | -19.2% | 0.471% | |
5/6/2024 | John G Ullman & Associates Inc. | 101,122 | $1.62M | 0.2% | +9.0% | 1.723% | |
4/30/2024 | Consolidated Portfolio Review Corp | 58,336 | $933K | 0.2% | +102.5% | 0.994% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 15,686 | $251K | 0.1% | +9.7% | 0.267% | |
4/22/2024 | PFG Investments LLC | 63,454 | $1.02M | 0.1% | N/A | 1.081% | |
2/15/2024 | Bulldog Investors LLP | 22,345 | $357K | 0.1% | +47.6% | 0.383% | |
2/13/2024 | GABELLI & Co INVESTMENT ADVISERS INC. | 35,000 | $559K | 0.1% | -12.5% | 0.600% | |
2/9/2024 | Cornerstone Advisors LLC | 74,803 | $1.20M | 0.1% | +89.1% | 1.283% | |
2/7/2024 | Shaker Financial Services LLC | 66,966 | $1.07M | 0.4% | -9.9% | 1.149% | |
1/31/2024 | John G Ullman & Associates Inc. | 92,772 | $1.48M | 0.2% | +409.3% | 1.591% | |
1/29/2024 | Consolidated Portfolio Review Corp | 28,804 | $460K | 0.1% | N/A | 0.494% | |
1/29/2024 | Koshinski Asset Management Inc. | 34,211 | $547K | 0.1% | +71.9% | 0.587% | |
1/29/2024 | Round Rock Advisors LLC | 16,115 | $258K | 0.1% | -31.9% | 0.276% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 14,295 | $228K | 0.1% | +23.2% | 0.245% | |
1/16/2024 | Raymond James & Associates | 23,505 | $376K | 0.0% | -17.7% | 0.403% | |
11/14/2023 | AQR Arbitrage LLC | 23,148 | $365K | 0.0% | +3.4% | 0.394% | |
11/9/2023 | Cornerstone Advisors LLC | 39,557 | $624K | 0.0% | +127.7% | 0.673% | |
11/2/2023 | Shaker Financial Services LLC | 74,295 | $1.17M | 0.5% | -30.4% | 1.264% | |
11/1/2023 | John G Ullman & Associates Inc. | 18,214 | $287K | 0.0% | N/A | 0.310% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 11,599 | $183K | 0.0% | -38.8% | 0.197% | |