7/18/2025 | Consolidated Portfolio Review Corp | 197,232 | $2.32M | 0.3% | +311.8% | 0.000% | |
7/17/2025 | Melfa Wealth Management Inc. | 368,004 | $4.32M | 2.7% | -4.6% | 0.000% | |
5/16/2025 | 1607 Capital Partners LLC | 188,072 | $2.23M | 0.2% | N/A | 0.883% | |
5/14/2025 | Guggenheim Capital LLC | 941,125 | $11.15M | 0.1% | +19.2% | 4.417% | |
5/14/2025 | Quadcap Wealth Management LLC | 28,848 | $342K | 0.0% | N/A | 0.135% | |
5/13/2025 | Ethos Financial Group LLC | 45,561 | $540K | 0.1% | N/A | 0.214% | |
5/13/2025 | Raymond James Financial Inc. | 1,157,663 | $13.72M | 0.0% | +4.1% | 5.433% | |
5/13/2025 | Sit Investment Associates Inc. | 3,438,065 | $40.74M | 1.0% | +76.5% | 16.135% | |
5/12/2025 | Invesco Ltd. | 216,607 | $2.57M | 0.0% | +1.9% | 1.017% | |
5/9/2025 | Chicago Partners Investment Group LLC | 47,284 | $552K | 0.0% | N/A | 0.222% | |
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5/7/2025 | Fiera Capital Corp | 96,695 | $1.15M | 0.0% | N/A | 0.454% | |
5/7/2025 | LPL Financial LLC | 174,193 | $2.06M | 0.0% | +7.1% | 0.818% | |
5/6/2025 | Cetera Investment Advisers | 39,650 | $470K | 0.0% | +14.7% | 0.186% | |
5/5/2025 | Private Advisor Group LLC | 62,192 | $737K | 0.0% | N/A | 0.292% | |
5/2/2025 | Melfa Wealth Management Inc. | 385,850 | $4.57M | 3.1% | +3.8% | 1.811% | |
4/29/2025 | Concurrent Investment Advisors LLC | 15,312 | $181K | 0.0% | +12.2% | 0.072% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 401,376 | $4.76M | 0.0% | -47.4% | 1.884% | |
4/23/2025 | Vectors Research Management LLC | 55,199 | $654K | 0.2% | -17.2% | 0.259% | |
4/23/2025 | Consolidated Portfolio Review Corp | 47,894 | $568K | 0.1% | N/A | 0.225% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 10,861 | $129K | 0.0% | N/A | 0.051% | |
4/17/2025 | Fortitude Advisory Group L.L.C. | 28,141 | $322K | 0.2% | +15.1% | 0.132% | |
4/14/2025 | Courier Capital LLC | 39,506 | $468K | 0.0% | -26.3% | 0.185% | |
2/17/2025 | Bank of America Corp DE | 27,433 | $316K | 0.0% | +7.0% | 0.129% | |
2/17/2025 | Ameriprise Financial Inc. | 39,075 | $450K | 0.0% | -7.7% | 0.183% | |
2/14/2025 | Comerica Bank | 8,123 | $94K | 0.0% | +16.5% | 0.038% | |
2/14/2025 | Virtus ETF Advisers LLC | 65,189 | $751K | 0.3% | +26.0% | 0.306% | |
2/14/2025 | Canal Capital Management LLC | 16,052 | $185K | 0.0% | -26.9% | 0.075% | |
2/14/2025 | Vectors Research Management LLC | 66,663 | $768K | 0.3% | -35.9% | 0.313% | |
2/13/2025 | Guggenheim Capital LLC | 789,229 | $9.09M | 0.1% | +32.7% | 3.704% | |
2/13/2025 | Invesco Ltd. | 212,649 | $2.45M | 0.0% | +19.7% | 0.998% | |
2/13/2025 | Sit Investment Associates Inc. | 1,948,403 | $22.45M | 0.5% | -10.8% | 9.143% | |
2/13/2025 | Wells Fargo & Company MN | 16,012 | $184K | 0.0% | -9.9% | 0.075% | |
2/12/2025 | World Investment Advisors | 14,714 | $170K | 0.0% | N/A | 0.069% | |
2/11/2025 | LPL Financial LLC | 162,696 | $1.87M | 0.0% | +8.6% | 0.763% | |
2/10/2025 | Commonwealth Equity Services LLC | 17,497 | $202K | 0.0% | +5.9% | 0.082% | |
2/6/2025 | Raymond James Financial Inc. | 1,112,405 | $12.82M | 0.0% | N/A | 5.220% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 18,996 | $219K | 0.0% | -5.5% | 0.089% | |
2/6/2025 | WMG Financial Advisors LLC | 18,262 | $210K | 0.1% | -31.4% | 0.086% | |
2/3/2025 | Concurrent Investment Advisors LLC | 13,641 | $157K | 0.0% | +19.3% | 0.064% | |
1/31/2025 | Semus Wealth Partners LLC | 10,099 | $116K | 0.1% | -19.5% | 0.047% | |
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1/29/2025 | Allspring Global Investments Holdings LLC | 762,456 | $8.78M | 0.0% | -23.2% | 3.578% | |
1/23/2025 | BDF Gestion | 5,824 | $67K | 0.0% | N/A | 0.027% | |
1/22/2025 | Fortitude Advisory Group L.L.C. | 24,457 | $282K | 0.2% | +7.1% | 0.115% | |
1/17/2025 | Melfa Wealth Management Inc. | 371,588 | $4.28M | 2.9% | -0.7% | 1.744% | |
1/13/2025 | Courier Capital LLC | 53,636 | $618K | 0.0% | -45.7% | 0.252% | |
11/13/2024 | Rock Point Advisors LLC | 89,721 | $1.12M | 0.3% | -3.7% | 0.421% | |
11/7/2024 | Semus Wealth Partners LLC | 12,548 | $156K | 0.1% | -31.0% | 0.059% | |
11/7/2024 | Thrivent Financial for Lutherans | 66,493 | $826K | 0.0% | +34.3% | 0.312% | |
11/6/2024 | Vectors Research Management LLC | 103,953 | $1.29M | 0.4% | -27.7% | 0.488% | |
10/31/2024 | Concurrent Investment Advisors LLC | 11,435 | $142K | 0.0% | -8.5% | 0.054% | |
10/24/2024 | Arkadios Wealth Advisors | 43,779 | $544K | 0.0% | +4.2% | 0.205% | |
10/23/2024 | Canal Capital Management LLC | 21,964 | $273K | 0.0% | +13.6% | 0.103% | |
10/22/2024 | International Assets Investment Management LLC | 107,644 | $13.38M | 0.0% | N/A | 0.505% | |
10/22/2024 | Courier Capital LLC | 98,818 | $1.23M | 0.1% | -27.4% | 0.464% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 992,981 | $12.34M | 0.0% | -22.6% | 4.660% | |
10/18/2024 | Raymond James & Associates | 414,630 | $5.15M | 0.0% | +4.8% | 1.946% | |
10/16/2024 | Melfa Wealth Management Inc. | 374,393 | $4.65M | 3.1% | +1.3% | 1.757% | |
8/7/2024 | Choreo LLC | 19,783 | $233K | 0.0% | N/A | 0.093% | |
7/31/2024 | Semus Wealth Partners LLC | 18,189 | $217K | 0.2% | -32.4% | 0.085% | |
7/31/2024 | Canal Capital Management LLC | 19,332 | $231K | 0.0% | N/A | 0.091% | |
7/30/2024 | WMG Financial Advisors LLC | 24,495 | $292K | 0.2% | +66.5% | 0.115% | |
7/24/2024 | DT Investment Partners LLC | 8,613 | $103K | 0.0% | N/A | 0.040% | |
7/23/2024 | Courier Capital LLC | 136,124 | $1.62M | 0.1% | -11.3% | 0.639% | |
7/19/2024 | Raymond James & Associates | 395,569 | $4.72M | 0.0% | +39.2% | 1.856% | |
7/15/2024 | Melfa Wealth Management Inc. | 369,497 | $4.41M | 3.1% | -1.2% | 1.734% | |
5/14/2024 | Karpus Management Inc. | 410,998 | $4.89M | 0.1% | -2.9% | 1.929% | |
5/8/2024 | Semus Wealth Partners LLC | 26,922 | $320K | 0.3% | -11.1% | 0.126% | |
5/7/2024 | Concurrent Investment Advisors LLC | 12,495 | $149K | 0.0% | -30.4% | 0.059% | |
5/7/2024 | Stonebrook Private Inc. | 30,614 | $364K | 0.1% | -11.7% | 0.144% | |
4/30/2024 | Arkadios Wealth Advisors | 42,141 | $501K | 0.0% | +10.4% | 0.198% | |
4/26/2024 | Riverbridge Partners LLC | 31,775 | $378K | 0.0% | -35.4% | 0.149% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 484,820 | $5.77M | 0.0% | +1.7% | 2.275% | |
4/16/2024 | Courier Capital LLC | 153,504 | $1.83M | 0.1% | -6.2% | 0.720% | |
2/13/2024 | Karpus Management Inc. | 423,286 | $5.16M | 0.2% | -1.6% | 1.986% | |
2/13/2024 | Accuvest Global Advisors | 27,125 | $330K | 0.4% | N/A | 0.127% | |
2/12/2024 | Vectors Research Management LLC | 171,358 | $2.09M | 0.4% | -9.0% | 0.804% | |
2/12/2024 | Relative Value Partners Group LLC | 138,621 | $1.69M | 0.1% | -10.6% | 0.651% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 21,485 | $262K | 0.0% | -9.6% | 0.101% | |
2/8/2024 | WMG Financial Advisors LLC | 14,716 | $179K | 0.1% | N/A | 0.069% | |
2/8/2024 | Rock Point Advisors LLC | 93,718 | $1.14M | 0.3% | -1.9% | 0.440% | |
2/6/2024 | Aviance Capital Partners LLC | 17,328 | $211K | 0.0% | -78.3% | 0.081% | |
2/5/2024 | Stonebrook Private Inc. | 34,679 | $422K | 0.1% | N/A | 0.163% | |
2/1/2024 | Significant Wealth Partners LLC | 40,990 | $499K | 0.4% | N/A | 0.192% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 1,282,440 | $15.62M | 0.0% | +6.4% | 6.018% | |
1/25/2024 | International Assets Investment Management LLC | 105,479 | $12.85M | 0.0% | N/A | 0.495% | |
1/24/2024 | Allworth Financial LP | 6,773 | $82K | 0.0% | N/A | 0.032% | |
1/24/2024 | Arkadios Wealth Advisors | 38,163 | $465K | 0.0% | +2.8% | 0.179% | |
1/24/2024 | International Assets Investment Management LLC | 105,479 | $12.85M | 0.0% | N/A | 0.495% | |
1/22/2024 | Melfa Wealth Management LLC | 353,093 | $4.30M | 4.0% | +1.5% | 1.657% | |
1/18/2024 | Meadow Creek Wealth Advisors LLC | 17,093 | $208K | 0.2% | N/A | 0.080% | |
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1/17/2024 | Courier Capital LLC | 163,641 | $1.99M | 0.2% | -9.4% | 0.768% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 476,555 | $5.80M | 0.0% | +24.0% | 2.236% | |
1/16/2024 | Raymond James & Associates | 197,521 | $2.41M | 0.0% | +7.4% | 0.927% | |
1/11/2024 | Raymond James Trust N.A. | 42,911 | $523K | 0.0% | +3.1% | 0.201% | |
11/13/2023 | Consolidated Portfolio Review Corp | 164,144 | $1.87M | 0.5% | +25.3% | 0.770% | |
11/9/2023 | Karpus Management Inc. | 429,993 | $4.89M | 0.2% | -0.8% | 2.018% | |
11/9/2023 | Vectors Research Management LLC | 188,305 | $2.08M | 0.7% | -3.5% | 0.884% | |
11/9/2023 | Rock Point Advisors LLC | 95,567 | $1.09M | 0.4% | +1.0% | 0.448% | |
11/7/2023 | Virtus ETF Advisers LLC | 57,476 | $654K | 0.4% | N/A | 0.270% | |
11/7/2023 | Aviance Capital Partners LLC | 79,869 | $909K | 0.2% | -18.2% | 0.375% | |