4/22/2025 | Cambridge Investment Research Advisors Inc. | 20,012 | $182K | 0.0% | -6.4% | 0.146% | |
4/21/2025 | Institute for Wealth Management LLC. | 56,370 | $512K | 0.1% | -4.6% | 0.412% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 217,121 | $1.97M | 0.0% | -10.1% | 1.587% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 241,524 | $2.34M | 0.0% | -8.6% | 1.757% | |
2/21/2025 | WNY Asset Management LLC | 130,171 | $1.26M | 0.2% | -16.6% | 0.947% | |
2/17/2025 | Waverly Advisors LLC | 44,338 | $430K | 0.0% | N/A | 0.322% | |
2/17/2025 | K2 Principal Fund L.P. | 15,193 | $147K | 0.0% | N/A | 0.110% | |
2/17/2025 | Bulldog Investors LLP | 314,426 | $3.05M | 0.8% | +238.2% | 2.287% | |
2/17/2025 | Capstone Investment Advisors LLC | 79,774 | $773K | 0.0% | +179.8% | 0.580% | |
2/17/2025 | Ameriprise Financial Inc. | 303,119 | $2.94M | 0.0% | -14.1% | 2.205% | |
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2/14/2025 | AQR Arbitrage LLC | 96,082 | $931K | 0.0% | -27.8% | 0.699% | |
2/14/2025 | Shaker Financial Services LLC | 106,451 | $1.03M | 0.4% | -4.3% | 0.774% | |
2/13/2025 | NewEdge Advisors LLC | 52,000 | $504K | 0.0% | -8.3% | 0.378% | |
2/13/2025 | Guggenheim Capital LLC | 159,410 | $1.55M | 0.0% | +5.5% | 1.159% | |
2/13/2025 | Raymond James Financial Inc. | 90,891 | $881K | 0.0% | N/A | 0.661% | |
2/13/2025 | Invesco Ltd. | 97,844 | $948K | 0.0% | -5.8% | 0.712% | |
2/13/2025 | Sit Investment Associates Inc. | 318,285 | $3.08M | 0.1% | +161.5% | 2.315% | |
2/13/2025 | Wells Fargo & Company MN | 1,033,114 | $10.01M | 0.0% | -0.1% | 7.514% | |
2/11/2025 | LPL Financial LLC | 25,119 | $243K | 0.0% | -13.3% | 0.183% | |
2/10/2025 | Advisors Asset Management Inc. | 368,889 | $3.58M | 0.1% | +61.4% | 2.683% | |
2/7/2025 | HighTower Advisors LLC | 14,070 | $136K | 0.0% | -13.9% | 0.102% | |
2/7/2025 | Oak Harbor Wealth Partners LLC | 11,536 | $112K | 0.0% | -21.1% | 0.084% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 138,308 | $1.34M | 0.3% | +8.3% | 1.006% | |
2/6/2025 | Raymond James Financial Inc. | 90,891 | $881K | 0.0% | N/A | 0.661% | |
2/3/2025 | Private Advisor Group LLC | 21,831 | $212K | 0.0% | -5.0% | 0.159% | |
1/31/2025 | Sanctuary Advisors LLC | 69,370 | $698K | 0.0% | +7.3% | 0.505% | |
1/2/2025 | Old Port Advisors | 19,712 | $191K | 0.1% | -5.2% | 0.143% | |
11/25/2024 | Sanctuary Advisors LLC | 64,655 | $628K | 0.0% | +310.0% | 0.470% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 32,006 | $288K | 0.0% | N/A | 0.233% | |
11/14/2024 | Capstone Investment Advisors LLC | 28,512 | $256K | 0.0% | N/A | 0.207% | |
11/9/2024 | Landscape Capital Management L.L.C. | 18,139 | $163K | 0.0% | -78.9% | 0.132% | |
11/8/2024 | Cornerstone Advisors LLC | 90,723 | $816K | 0.0% | -73.8% | 0.660% | |
11/8/2024 | Advisors Asset Management Inc. | 228,497 | $2.05M | 0.0% | -8.0% | 1.662% | |
11/4/2024 | Wolverine Asset Management LLC | 14,442 | $130K | 0.0% | +16.4% | 0.105% | |
11/1/2024 | Beckerman Institutional LLC | 12,668 | $114K | 0.1% | N/A | 0.092% | |
10/24/2024 | Vima LLC | 98,755 | $888K | 1.8% | -14.5% | 0.718% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 264,178 | $2.38M | 0.0% | -6.8% | 1.921% | |
9/5/2024 | Sanctuary Advisors LLC | 15,768 | $122K | 0.0% | N/A | 0.115% | |
8/9/2024 | Cornerstone Advisors LLC | 346,675 | $2.86M | 0.1% | +2.9% | 2.521% | |
8/8/2024 | Vima LLC | 115,545 | $952K | 2.1% | +20.6% | 0.840% | |
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8/5/2024 | Blue Bell Private Wealth Management LLC | 65,050 | $536K | 0.1% | +39.7% | 0.473% | |
8/3/2024 | 9258 Wealth Management LLC | 43,987 | $362K | 0.1% | -6.3% | 0.320% | |
8/3/2024 | Shaker Financial Services LLC | 111,018 | $915K | 0.4% | +14.2% | 0.807% | |
8/2/2024 | Wolverine Asset Management LLC | 12,406 | $102K | 0.0% | -86.8% | 0.090% | |
7/18/2024 | Old Port Advisors | 21,798 | $180K | 0.1% | -24.3% | 0.159% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 283,568 | $2.34M | 0.0% | -10.6% | 2.062% | |
6/26/2024 | Old Port Advisors | 28,779 | $234K | 0.1% | -11.7% | 0.209% | |
5/17/2024 | Vima LLC | 95,791 | $777K | 0.2% | -16.2% | 0.697% | |
5/14/2024 | Advisors Asset Management Inc. | 281,333 | $2.28M | 0.0% | -0.8% | 2.046% | |
5/10/2024 | Cornerstone Advisors LLC | 337,023 | $2.74M | 0.1% | +104.6% | 2.451% | |
5/10/2024 | RPO LLC | 35,664 | $290K | 0.4% | N/A | 0.259% | |
5/7/2024 | WNY Asset Management LLC | 167,797 | $1.36M | 0.2% | -3.3% | 1.220% | |
5/1/2024 | Matisse Capital | 26,176 | $213K | 0.1% | N/A | 0.190% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 46,560 | $378K | 0.1% | +231.9% | 0.339% | |
4/18/2024 | Aviance Capital Partners LLC | 29,449 | $239K | 0.0% | -5.9% | 0.214% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 317,034 | $2.57M | 0.0% | +1.9% | 2.306% | |
3/5/2024 | Twin Focus Capital Partners LLC | 18,600 | $150K | 0.0% | N/A | 0.135% | |
3/4/2024 | Vima LLC | 114,377 | $924K | 2.1% | N/A | 0.832% | |
2/15/2024 | Bulldog Investors LLP | 76,934 | $622K | 0.2% | +9.7% | 0.560% | |
2/9/2024 | Oak Harbor Wealth Partners LLC | 14,626 | $118K | 0.0% | -36.0% | 0.106% | |
2/9/2024 | Wells Fargo & Company MN | 1,007,180 | $8.14M | 0.0% | +8.6% | 7.325% | |
2/9/2024 | Cornerstone Advisors LLC | 164,745 | $1.33M | 0.1% | +109.5% | 1.198% | |
2/6/2024 | Aviance Capital Partners LLC | 31,304 | $253K | 0.1% | -78.5% | 0.228% | |
2/6/2024 | 9258 Wealth Management LLC | 47,293 | $382K | 0.1% | -13.8% | 0.344% | |
2/1/2024 | Wolverine Asset Management LLC | 87,919 | $710K | 0.0% | N/A | 0.639% | |
1/31/2024 | Institute for Wealth Management LLC. | 60,702 | $490K | 0.1% | -3.2% | 0.441% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 14,029 | $113K | 0.0% | +1,203.8% | 0.102% | |
1/18/2024 | Altfest L J & Co. Inc. | 11,636 | $94K | 0.0% | -17.2% | 0.085% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 62,876 | $508K | 0.0% | -16.1% | 0.457% | |
1/16/2024 | Raymond James & Associates | 33,308 | $269K | 0.0% | -18.3% | 0.242% | |
12/14/2023 | WNY Asset Management LLC | 173,528 | $1.40M | 0.3% | -1.6% | 1.259% | |
11/15/2023 | Advisors Asset Management Inc. | 286,184 | $2.30M | 0.0% | +54.7% | 2.077% | |
11/14/2023 | AQR Arbitrage LLC | 76,401 | $615K | 0.0% | -26.5% | 0.554% | |
11/14/2023 | Saba Capital Management L.P. | 628,984 | $5.06M | 0.1% | -10.7% | 4.564% | |
11/9/2023 | Cornerstone Advisors LLC | 78,635 | $633K | 0.0% | +18.2% | 0.571% | |
11/8/2023 | 9258 Wealth Management LLC | 54,851 | $442K | 0.1% | -5.5% | 0.398% | |