12/1/2023 | B. Riley Wealth Advisors Inc. | 461,185 | $3.87M | 0.1% | -14.3% | 1.611% | |
11/21/2023 | Comerica Bank | 29,360 | $0.24M | 0.0% | N/A | 0.103% | |
11/16/2023 | Morgan Stanley | 11,581,062 | $96.12M | 0.0% | -1.4% | 40.451% | |
11/16/2023 | Penserra Capital Management LLC | 1,095,528 | $9.09M | 0.2% | -5.8% | 3.827% | |
11/15/2023 | Royal Bank of Canada | 164,643 | $1.37M | 0.0% | -3.1% | 0.575% | |
11/15/2023 | Ameriprise Financial Inc. | 314,087 | $2.61M | 0.0% | +5.7% | 1.097% | |
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11/14/2023 | Clough Capital Partners L P | 61,435 | $0.51M | 0.1% | N/A | 0.215% | |
11/14/2023 | Samalin Investment Counsel LLC | 56,204 | $0.47M | 0.3% | -19.0% | 0.196% | |
11/14/2023 | Mutual Advisors LLC | 74,892 | $0.62M | 0.0% | -8.6% | 0.262% | |
11/13/2023 | Stifel Financial Corp | 47,563 | $0.40M | 0.0% | +4.0% | 0.166% | |
11/13/2023 | Mariner LLC | 50,680 | $0.42M | 0.0% | +15.3% | 0.177% | |
11/13/2023 | LPL Financial LLC | 351,273 | $2.92M | 0.0% | -11.9% | 1.227% | |
11/13/2023 | Invesco Ltd. | 918,869 | $7.63M | 0.0% | -7.1% | 3.209% | |
11/13/2023 | Wolverine Asset Management LLC | 3,925 | $33K | 0.0% | -95.4% | 0.014% | |
11/9/2023 | UBS Group AG | 696,464 | $5.78M | 0.0% | +0.5% | 2.433% | |
11/8/2023 | D.A. Davidson & CO. | 11,300 | $94K | 0.0% | -31.7% | 0.039% | |
11/8/2023 | Janney Montgomery Scott LLC | 73,123 | $0.61M | 0.0% | +6.1% | 0.255% | |
11/8/2023 | Landscape Capital Management L.L.C. | 16,592 | $0.14M | 0.0% | -55.8% | 0.058% | |
11/6/2023 | Ieq Capital LLC | 34,985 | $0.29M | 0.0% | +46.2% | 0.122% | |
11/2/2023 | Shaker Financial Services LLC | 65,870 | $0.55M | 0.3% | -55.2% | 0.230% | |
11/1/2023 | Ironsides Asset Advisors LLC | 24,405 | $0.20M | 0.1% | +5.4% | 0.085% | |
10/30/2023 | Peoples Bank KS | 3,500 | $29K | 0.0% | N/A | 0.012% | |
10/26/2023 | Advisor Partners II LLC | 450,430 | $3.74M | 0.1% | N/A | 1.573% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 374,072 | $3.11M | 0.0% | +87.6% | 1.307% | |
10/24/2023 | Raymond James & Associates | 153,351 | $1.27M | 0.0% | -63.6% | 0.536% | |
10/20/2023 | Camelot Portfolios LLC | 63,394 | $0.53M | 0.5% | -21.7% | 0.221% | |
10/20/2023 | Uncommon Cents Investing LLC | 12,900 | $0.11M | 0.0% | N/A | 0.045% | |
8/21/2023 | Osaic Holdings Inc. | 387,459 | $3.34M | 0.0% | +4.9% | 1.353% | |
8/16/2023 | Glovista Investments LLC | 467,541 | $4.03M | 2.1% | N/A | 1.633% | |
8/15/2023 | Integrated Wealth Concepts LLC | 133,138 | $1.15M | 0.0% | +2.0% | 0.465% | |
8/15/2023 | Rivernorth Capital Management LLC | 1,698,344 | $14.64M | 0.7% | +1.6% | 5.932% | |
8/15/2023 | Royal Bank of Canada | 169,882 | $1.46M | 0.0% | -4.0% | 0.593% | |
8/15/2023 | Stifel Financial Corp | 45,730 | $0.39M | 0.0% | +95.8% | 0.160% | |
8/14/2023 | Stephens Inc. AR | 45,750 | $0.39M | 0.0% | +7.0% | 0.160% | |
8/11/2023 | Landscape Capital Management L.L.C. | 37,544 | $0.32M | 0.0% | -6.3% | 0.131% | |
8/11/2023 | Guggenheim Capital LLC | 294,209 | $2.54M | 0.0% | +2.1% | 1.028% | |
8/11/2023 | PenderFund Capital Management Ltd. | 570,109 | $6.51M | 2.0% | +2.4% | 1.991% | |
8/11/2023 | D.A. Davidson & CO. | 16,550 | $0.14M | 0.0% | -32.2% | 0.058% | |
8/11/2023 | Penserra Capital Management LLC | 1,163,147 | $10.03M | 0.2% | +6.6% | 4.063% | |
8/10/2023 | Osaic Holdings Inc. | 394,751 | $3.33M | 0.0% | +6.9% | 1.379% | |
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8/10/2023 | Cetera Advisors LLC | 10,755 | $93K | 0.0% | -9.9% | 0.038% | |
8/10/2023 | Cetera Investment Advisers | 262,789 | $2.27M | 0.0% | +2.2% | 0.918% | |
8/8/2023 | Ieq Capital LLC | 23,923 | $0.21M | 0.0% | N/A | 0.084% | |
8/7/2023 | Wolverine Asset Management LLC | 85,694 | $0.74M | 0.0% | +56.5% | 0.299% | |
8/7/2023 | Shaker Financial Services LLC | 146,883 | $1.27M | 0.6% | +47.7% | 0.513% | |
8/4/2023 | Envestnet Asset Management Inc. | 10,081 | $87K | 0.0% | N/A | 0.035% | |
8/4/2023 | Aviance Capital Partners LLC | 74,792 | $0.65M | 0.1% | -2.0% | 0.261% | |
8/3/2023 | Samalin Investment Counsel LLC | 69,355 | $0.60M | 0.3% | -14.1% | 0.242% | |
7/31/2023 | LPL Financial LLC | 398,590 | $3.44M | 0.0% | -12.4% | 1.392% | |
7/31/2023 | Mutual Advisors LLC | 81,948 | $0.71M | 0.0% | +3.3% | 0.286% | |
7/28/2023 | Waterfront Wealth Inc. | 10,210 | $90K | 0.0% | N/A | 0.036% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 538,183 | $4.66M | 0.1% | -1.5% | 1.880% | |
7/26/2023 | Janney Montgomery Scott LLC | 68,929 | $0.59M | 0.0% | -2.1% | 0.241% | |
7/26/2023 | National Bank of Canada FI | 4,947 | $43K | 0.0% | -87.4% | 0.017% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 199,421 | $1.72M | 0.0% | +3.2% | 0.697% | |
7/25/2023 | Raymond James & Associates | 421,736 | $3.64M | 0.0% | +30.9% | 1.473% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 10,504 | $91K | 0.0% | -14.4% | 0.037% | |
5/22/2023 | Ameriprise Financial Inc. | 259,701 | $2.23M | 0.0% | +6.8% | 0.907% | |
5/17/2023 | B. Riley Wealth Advisors Inc. | 546,463 | $4.72M | 0.1% | -0.9% | 1.909% | |
5/17/2023 | Advisory Services Network LLC | 17,767 | $0.15M | 0.0% | +56.9% | 0.062% | |
5/17/2023 | Thrivent Financial for Lutherans | 50,083 | $0.43M | 0.0% | -9.1% | 0.175% | |
5/16/2023 | Jane Street Group LLC | 16,298 | $0.14M | 0.0% | N/A | 0.057% | |
5/15/2023 | Nomura Holdings Inc. | 13,000 | $0.11M | 0.0% | N/A | 0.045% | |
5/15/2023 | Cetera Investment Advisers | 257,193 | $2.21M | 0.0% | +3.5% | 0.898% | |
5/15/2023 | Stephens Inc. AR | 42,750 | $0.37M | 0.0% | +4.7% | 0.149% | |
5/12/2023 | Stifel Financial Corp | 23,359 | $0.20M | 0.0% | +5.8% | 0.082% | |
5/12/2023 | Bank of America Corp DE | 299,475 | $2.57M | 0.0% | -37.8% | 1.046% | |
5/12/2023 | HRT Financial LP | 17,709 | $0.15M | 0.0% | N/A | 0.062% | |
5/12/2023 | NewEdge Advisors LLC | 97,100 | $0.84M | 0.0% | -2.9% | 0.339% | |
5/11/2023 | Ironsides Asset Advisors LLC | 23,378 | $0.20M | 0.1% | -5.8% | 0.082% | |
5/11/2023 | Elequin Securities LLC | 7,510 | $65K | 0.0% | -46.0% | 0.026% | |
5/11/2023 | Guggenheim Capital LLC | 288,181 | $2.48M | 0.0% | +4.4% | 1.007% | |
5/10/2023 | Landscape Capital Management L.L.C. | 40,088 | $0.34M | 0.0% | +17.0% | 0.140% | |
5/10/2023 | LPL Financial LLC | 454,962 | $3.91M | 0.0% | +52.1% | 1.589% | |
5/9/2023 | Spire Wealth Management | 5,206 | $45K | 0.0% | +634.3% | 0.018% | |
5/9/2023 | BDO Wealth Advisors LLC | 2,991 | $26K | 0.0% | N/A | 0.010% | |
5/9/2023 | Samalin Investment Counsel LLC | 80,743 | $0.69M | 0.4% | -9.7% | 0.282% | |
5/9/2023 | US Bancorp DE | 5,000 | $43K | 0.0% | -21.4% | 0.017% | |
5/8/2023 | Shaker Financial Services LLC | 99,449 | $0.86M | 0.4% | +140.3% | 0.347% | |
5/8/2023 | Wolverine Asset Management LLC | 54,742 | $0.47M | 0.0% | N/A | 0.191% | |
5/3/2023 | Axxcess Wealth Management LLC | 46,805 | $0.40M | 0.0% | N/A | 0.163% | |
5/3/2023 | Integrated Wealth Concepts LLC | 130,575 | $1.12M | 0.0% | +2.8% | 0.456% | |
5/2/2023 | Arkadios Wealth Advisors | 11,787 | $0.10M | 0.0% | -17.5% | 0.041% | |
5/2/2023 | Gould Asset Management LLC CA | 32,930 | $0.28M | 0.1% | +21.4% | 0.115% | |
4/27/2023 | Matisse Capital | 80,347 | $0.69M | 0.4% | -50.3% | 0.281% | |
4/24/2023 | Penserra Capital Management LLC | 1,090,638 | $9.37M | 0.2% | -1.8% | 3.809% | |
4/20/2023 | Camelot Portfolios LLC | 81,204 | $0.70M | 0.5% | -11.1% | 0.284% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 193,197 | $1.66M | 0.0% | +32.8% | 0.675% | |
4/14/2023 | Raymond James & Associates | 322,255 | $2.77M | 0.0% | +10.8% | 1.126% | |
4/13/2023 | Allspring Global Investments Holdings LLC | 892,648 | $7.67M | 0.0% | +7.4% | 3.118% | |
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4/12/2023 | National Bank of Canada FI | 39,170 | $0.34M | 0.0% | -18.0% | 0.137% | |
4/11/2023 | Mutual Advisors LLC | 79,336 | $0.68M | 0.0% | +45.6% | 0.277% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 551,217 | $5.02M | 0.1% | +102.3% | 1.925% | |
2/21/2023 | B. Riley Wealth Advisors Inc. | 551,217 | $5.02M | 0.1% | +102.3% | 1.925% | |
2/16/2023 | Harbour Investments Inc. | 5,792 | $53K | 0.0% | -20.4% | 0.020% | |
2/15/2023 | Logan Stone Capital LLC | 272,781 | $2.49M | 0.9% | +927.7% | 0.953% | |
2/15/2023 | Money Concepts Capital Corp | 3,257 | $30K | 0.0% | N/A | 0.011% | |
2/15/2023 | Morgan Stanley | 10,992,922 | $100.15M | 0.0% | +6.0% | 38.397% | |
2/15/2023 | Mariner LLC | 49,520 | $0.45M | 0.0% | +6.1% | 0.173% | |
2/15/2023 | Evergreen Capital Management LLC | 20,186 | $0.18M | 0.0% | -46.5% | 0.071% | |