4/30/2025 | Round Rock Advisors LLC | 36,252 | $209K | 0.0% | +47.6% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 219,457 | $1.27M | 0.0% | -20.8% | 0.000% | |
4/29/2025 | Penserra Capital Management LLC | 913,492 | $5.27M | 0.1% | -57.6% | 0.000% | |
4/29/2025 | Concurrent Investment Advisors LLC | 12,658 | $73K | 0.0% | +25.5% | 0.000% | |
4/22/2025 | Advisor Resource Council | 371,938 | $2.15M | 0.2% | N/A | 0.000% | |
4/14/2025 | Capital Investment Advisors LLC | 2,540,503 | $14.66M | 0.3% | -3.1% | 0.000% | |
4/14/2025 | Park Avenue Securities LLC | 201,550 | $1.16M | 0.0% | -1.6% | 0.000% | |
4/9/2025 | NBC Securities Inc. | 9,368 | $54K | 0.0% | +103,988.9% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 72,678 | $394K | 0.0% | +2.9% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 2,575,518 | $13.96M | 0.0% | -2.4% | 0.000% | |
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2/14/2025 | Comerica Bank | 17,977 | $97K | 0.0% | -27.8% | 0.000% | |
2/14/2025 | Lido Advisors LLC | 271,631 | $1.49M | 0.0% | +21.1% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 195,212 | $1.06M | 0.0% | +8.6% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 111,768 | $611K | 0.2% | +87.7% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 1,201,231 | $6.51M | 0.1% | -21.1% | 0.000% | |
2/13/2025 | Mariner LLC | 42,655 | $231K | 0.0% | +21.3% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 436,144 | $2.36M | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 1,141,842 | $6.19M | 0.0% | -3.1% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 277,194 | $1.50M | 0.0% | +4.9% | 0.000% | |
2/12/2025 | World Investment Advisors | 166,000 | $900K | 0.0% | +55.8% | 0.000% | |
2/12/2025 | Everstar Asset Management LLC | 39,715 | $215K | 0.2% | -14.1% | 0.000% | |
2/11/2025 | LPL Financial LLC | 784,229 | $4.25M | 0.0% | +4.5% | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 1,170,004 | $6.34M | 0.1% | -17.6% | 0.000% | |
2/10/2025 | GWN Securities Inc. | 13,098 | $72K | 0.0% | N/A | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 67,297 | $365K | 0.0% | +17.4% | 0.000% | |
2/7/2025 | Moors & Cabot Inc. | 39,850 | $216K | 0.0% | -5.4% | 0.000% | |
2/7/2025 | Independent Advisor Alliance | 19,368 | $105K | 0.0% | N/A | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 436,144 | $2.36M | 0.0% | N/A | 0.000% | |
2/3/2025 | Concurrent Investment Advisors LLC | 10,086 | $55K | 0.0% | N/A | 0.000% | |
1/31/2025 | Atria Wealth Solutions Inc. | 13,930 | $76K | 0.0% | -75.6% | 0.000% | |
1/30/2025 | Strategic Financial Concepts LLC | 21,680 | $118K | 0.0% | N/A | 0.000% | |
1/28/2025 | Strategic Financial Concepts LLC | 21,680 | $118K | 0.0% | N/A | 0.000% | |
1/22/2025 | PFG Investments LLC | 11,121 | $60K | 0.0% | N/A | 0.000% | |
1/16/2025 | Client 1ST Advisory Group LLC | 16,500 | $89K | 0.0% | N/A | 0.000% | |
1/14/2025 | Park Avenue Securities LLC | 204,752 | $1.11M | 0.0% | +3.6% | 0.000% | |
1/13/2025 | Capital Investment Advisors LLC | 2,620,946 | $14.21M | 0.3% | -3.1% | 0.000% | |
11/25/2024 | World Investment Advisors LLC | 106,547 | $601K | 0.0% | N/A | 0.000% | |
11/15/2024 | Stifel Financial Corp | 179,737 | $1.01M | 0.0% | -8.2% | 0.000% | |
11/12/2024 | Penserra Capital Management LLC | 2,010,283 | $11.34M | 0.2% | N/A | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 1,420,518 | $8.01M | 0.1% | -7.8% | 0.000% | |
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11/7/2024 | Thrivent Financial for Lutherans | 344,231 | $1.94M | 0.0% | -7.3% | 0.000% | |
11/4/2024 | Round Rock Advisors LLC | 24,556 | $138K | 0.0% | -32.3% | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 59,559 | $336K | 0.1% | -72.8% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 342,481 | $1.93M | 0.0% | -3.5% | 0.000% | |
10/18/2024 | Capital Investment Advisors LLC | 2,704,116 | $15.25M | 0.3% | +1.8% | 0.000% | |
10/3/2024 | Park Avenue Securities LLC | 197,569 | $1.11M | 0.0% | -4.7% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 33,634 | $176K | 0.0% | N/A | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 118,690 | $610K | 0.0% | +4.8% | 0.000% | |
8/13/2024 | Thrivent Financial for Lutherans | 371,231 | $1.91M | 0.0% | +2.8% | 0.000% | |
8/9/2024 | Cornerstone Advisors LLC | 58,988 | $303K | 0.0% | -84.9% | 0.000% | |
8/8/2024 | Prevail Innovative Wealth Advisors LLC | 216,394 | $1.11M | 0.4% | +12.8% | 0.000% | |
8/8/2024 | SP Asset Management LLC | 11,246 | $58K | 0.0% | N/A | 0.000% | |
8/7/2024 | Choreo LLC | 13,006 | $66K | 0.0% | N/A | 0.000% | |
8/6/2024 | Strategic Financial Concepts LLC | 22,280 | $115K | 0.0% | N/A | 0.000% | |
8/5/2024 | Private Advisor Group LLC | 354,981 | $1.83M | 0.0% | +1.5% | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 218,985 | $1.13M | 0.5% | +2,089.9% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 64,123 | $330K | 0.0% | +13.7% | 0.000% | |
7/19/2024 | Raymond James & Associates | 243,558 | $1.25M | 0.0% | +2.1% | 0.000% | |
7/12/2024 | Integrated Capital Management Inc. | 35,827 | $184K | 0.1% | +8.3% | 0.000% | |
7/12/2024 | Capital Investment Advisors LLC | 2,657,444 | $13.66M | 0.3% | +3.2% | 0.000% | |
7/9/2024 | Park Avenue Securities LLC | 207,311 | $1.07M | 0.0% | +2.9% | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 33,185 | $176K | 0.0% | N/A | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 113,286 | $555K | 0.0% | -5.9% | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 1,549,415 | $8.21M | 0.2% | +18.6% | 0.000% | |
5/14/2024 | Karpus Management Inc. | 2,950,358 | $15.64M | 0.5% | -0.9% | 0.000% | |
5/10/2024 | Cornerstone Advisors LLC | 390,076 | $2.07M | 0.1% | -21.2% | 0.000% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 191,760 | $1.02M | 0.4% | +23.4% | 0.000% | |
5/1/2024 | Flynn Zito Capital Management LLC | 23,550 | $125K | 0.1% | N/A | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 349,831 | $1.85M | 0.0% | +13.5% | 0.000% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 220,150 | $1.17M | 0.0% | +8.1% | 0.000% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 7,002 | $37K | 0.0% | +200.5% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 266,516 | $1.41M | 0.0% | -4.4% | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 201,378 | $1.07M | 0.0% | -2.7% | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 81,010 | $403K | 0.0% | +76.3% | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 120,416 | $603K | 0.0% | +6.3% | 0.000% | |
2/13/2024 | Karpus Management Inc. | 2,978,311 | $14.80M | 0.5% | +32.1% | 0.000% | |
2/13/2024 | Quantedge Capital Pte Ltd | 120,280 | $598K | 0.3% | +118.8% | 0.000% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 155,394 | $772K | 0.4% | +49.8% | 0.000% | |
2/13/2024 | 1607 Capital Partners LLC | 126,941 | $631K | 0.0% | +6.2% | 0.000% | |
2/9/2024 | Cornerstone Advisors LLC | 495,296 | $2.46M | 0.1% | +125.2% | 0.000% | |
2/9/2024 | PNC Financial Services Group Inc. | 81,010 | $403K | 0.0% | +76.3% | 0.000% | |
2/8/2024 | Matisse Capital | 65,000 | $323K | 0.2% | N/A | 0.000% | |
2/7/2024 | Avantax Advisory Services Inc. | 13,004 | $65K | 0.0% | +20.1% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 142,215 | $712K | 0.3% | +85.0% | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 308,230 | $1.53M | 0.0% | +3.0% | 0.000% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 203,619 | $1.01M | 0.0% | +6.8% | 0.000% | |
1/30/2024 | CTC Alternative Strategies Ltd. | 18,764 | $93K | 0.2% | N/A | 0.000% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 162,412 | $807K | 0.0% | -47.4% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 278,655 | $1.39M | 0.0% | -5.0% | 0.000% | |
1/16/2024 | Raymond James & Associates | 244,594 | $1.22M | 0.0% | -8.0% | 0.000% | |
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1/12/2024 | Advisor Resource Council | 59,735 | $297K | 0.0% | N/A | 0.000% | |
1/10/2024 | Integrated Capital Management Inc. | 31,834 | $158K | 0.1% | -6.1% | 0.000% | |
1/5/2024 | Capital Investment Advisors LLC | 2,517,362 | $12.51M | 0.3% | -0.2% | 0.000% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 113,286 | $555K | 0.0% | -16.0% | 0.000% | |
11/20/2023 | Silver Oak Securities Incorporated | 10,080 | $49K | 0.0% | N/A | 0.000% | |
11/15/2023 | 1607 Capital Partners LLC | 119,546 | $586K | 0.0% | -34.4% | 0.000% | |
11/15/2023 | Axxcess Wealth Management LLC | 60,807 | $298K | 0.0% | N/A | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 1,157,797 | $5.67M | 0.1% | +8.1% | 0.000% | |
11/14/2023 | AQR Arbitrage LLC | 381,750 | $1.87M | 0.1% | +104.2% | 0.000% | |
11/14/2023 | Meeder Advisory Services Inc. | 17,308 | $85K | 0.0% | N/A | 0.000% | |