8/8/2025 | Creative Planning | 28,890 | $316K | 0.0% | -6.4% | 0.000% | |
8/8/2025 | Fiera Capital Corp | 262,301 | $2.87M | 0.0% | -0.9% | 0.000% | |
8/5/2025 | Bank of Montreal Can | 20,770 | $227K | 0.0% | +5.7% | 0.000% | |
8/5/2025 | Atlas Private Wealth Advisors | 76,571 | $838K | 0.1% | +81.7% | 0.000% | |
7/23/2025 | Traphagen Investment Advisors LLC | 16,754 | $183K | 0.0% | +35.8% | 0.000% | |
7/18/2025 | PFG Investments LLC | 19,773 | $217K | 0.0% | +11.3% | 0.000% | |
7/17/2025 | Melfa Wealth Management Inc. | 53,477 | $586K | 0.4% | +22.6% | 0.000% | |
7/17/2025 | Janney Montgomery Scott LLC | 10,334 | $113K | 0.0% | N/A | 0.000% | |
7/15/2025 | Wealth Effects LLC | 31,294 | $343K | 0.1% | +47.0% | 0.000% | |
7/9/2025 | Breakwater Capital Group | 143,601 | $1.57M | 0.3% | +16.0% | 0.000% | |
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5/16/2025 | DnB Asset Management AS | 40,882 | $38.69M | 0.2% | N/A | 0.076% | |
5/15/2025 | Royal Bank of Canada | 51,595 | $580K | 0.0% | +2.8% | 0.096% | |
5/13/2025 | Raymond James Financial Inc. | 316,162 | $3.56M | 0.0% | +3.3% | 0.586% | |
5/13/2025 | Sit Investment Associates Inc. | 629,574 | $7.08M | 0.2% | +18.8% | 1.166% | |
5/7/2025 | Fiera Capital Corp | 264,654 | $2.98M | 0.0% | -6.3% | 0.490% | |
5/7/2025 | LPL Financial LLC | 156,079 | $1.76M | 0.0% | +39.2% | 0.289% | |
5/6/2025 | Cetera Investment Advisers | 25,963 | $292K | 0.0% | +7.9% | 0.048% | |
5/6/2025 | Avantax Advisory Services Inc. | 35,283 | $397K | 0.0% | +10.0% | 0.065% | |
5/5/2025 | Carnegie Lake Advisors LLC | 11,814 | $133K | 0.1% | +9.2% | 0.022% | |
4/23/2025 | Wealth Effects LLC | 21,294 | $240K | 0.1% | +89.0% | 0.039% | |
4/23/2025 | Oppenheimer & Co. Inc. | 26,100 | $294K | 0.0% | +62.2% | 0.048% | |
4/17/2025 | Traphagen Investment Advisors LLC | 12,339 | $139K | 0.0% | +11.5% | 0.023% | |
4/17/2025 | Atlas Private Wealth Advisors | 42,132 | $474K | 0.1% | N/A | 0.078% | |
4/15/2025 | Simon Quick Advisors LLC | 27,197 | $306K | 0.0% | N/A | 0.050% | |
4/15/2025 | Noble Wealth Management PBC | 31,450 | $354K | 0.2% | -10.3% | 0.058% | |
4/10/2025 | Breakwater Capital Group | 123,845 | $1.39M | 0.2% | +36.6% | 0.229% | |
2/25/2025 | Leigh Baldwin & CO. LLC | 24,208 | $268K | 0.1% | N/A | 0.045% | |
2/25/2025 | Polar Asset Management Partners Inc. | 100,000 | $1.11M | 0.0% | N/A | 0.185% | |
2/18/2025 | Elequin Capital LP | 7,376 | $82K | 0.0% | N/A | 0.014% | |
2/17/2025 | Saba Capital Management L.P. | 330,964 | $3.66M | 0.1% | -53.6% | 0.613% | |
2/17/2025 | Polar Asset Management Partners Inc. | 100,000 | $1.11M | 0.0% | N/A | 0.185% | |
2/17/2025 | Nomura Holdings Inc. | 23,500 | $260K | 0.0% | N/A | 0.044% | |
2/17/2025 | Nuveen Asset Management LLC | 11,600 | $128K | 0.0% | N/A | 0.021% | |
2/17/2025 | Leigh Baldwin & CO. LLC | 267,983 | $2.97M | 0.0% | N/A | 0.496% | |
2/17/2025 | Logan Stone Capital LLC | 134,526 | $1.49M | 0.5% | +438.1% | 0.249% | |
2/17/2025 | Citadel Advisors LLC | 10,509 | $116K | 0.0% | N/A | 0.019% | |
2/17/2025 | Bank of America Corp DE | 383,621 | $4.25M | 0.0% | +9.3% | 0.711% | |
2/14/2025 | AQR Arbitrage LLC | 15,225 | $169K | 0.0% | -89.7% | 0.028% | |
2/14/2025 | Jane Street Group LLC | 18,614 | $206K | 0.0% | N/A | 0.034% | |
2/13/2025 | Guggenheim Capital LLC | 402,588 | $4.46M | 0.0% | +5.3% | 0.746% | |
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2/13/2025 | Raymond James Financial Inc. | 305,976 | $3.39M | 0.0% | N/A | 0.567% | |
2/13/2025 | Bank of Montreal Can | 19,540 | $216K | 0.0% | +4.9% | 0.036% | |
2/13/2025 | Peapack Gladstone Financial Corp | 30,337 | $336K | 0.0% | -37.2% | 0.056% | |
2/13/2025 | Sit Investment Associates Inc. | 529,883 | $5.87M | 0.1% | +1,325.1% | 0.981% | |
2/13/2025 | Wells Fargo & Company MN | 253,397 | $2.81M | 0.0% | +4.7% | 0.469% | |
2/12/2025 | Landscape Capital Management L.L.C. | 25,672 | $284K | 0.0% | N/A | 0.048% | |
2/12/2025 | Private Portfolio Partners LLC | 31,772 | $352K | 0.1% | -26.9% | 0.059% | |
2/12/2025 | Everstar Asset Management LLC | 17,900 | $198K | 0.1% | -33.5% | 0.033% | |
2/11/2025 | Mountain Hill Investment Partners Corp. | 4,400 | $49K | 0.0% | N/A | 0.008% | |
2/11/2025 | LPL Financial LLC | 112,147 | $1.24M | 0.0% | +1.0% | 0.208% | |
2/11/2025 | Virtu Financial LLC | 20,230 | $224K | 0.0% | N/A | 0.037% | |
2/10/2025 | Commonwealth Equity Services LLC | 79,780 | $883K | 0.0% | -3.7% | 0.148% | |
2/10/2025 | Avantax Advisory Services Inc. | 32,063 | $355K | 0.0% | +43.8% | 0.059% | |
2/7/2025 | HighTower Advisors LLC | 10,773 | $119K | 0.0% | -18.8% | 0.020% | |
2/7/2025 | PNC Financial Services Group Inc. | 12,982 | $144K | 0.0% | -13.2% | 0.024% | |
2/6/2025 | Raymond James Financial Inc. | 305,976 | $3.39M | 0.0% | N/A | 0.567% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 47,296 | $524K | 0.0% | +23.0% | 0.088% | |
2/6/2025 | NINE MASTS CAPITAL Ltd | 34,224 | $379K | 0.1% | -26.5% | 0.063% | |
2/5/2025 | Noble Wealth Management PBC | 35,075 | $388K | 0.3% | N/A | 0.065% | |
2/5/2025 | Oppenheimer & Co. Inc. | 16,095 | $178K | 0.0% | N/A | 0.030% | |
2/4/2025 | Pine Valley Investments Ltd Liability Co | 21,669 | $240K | 0.0% | -19.4% | 0.040% | |
2/4/2025 | Mackay Shields LLC | 1,251,050 | $13.85M | 0.4% | -0.7% | 2.317% | |
2/3/2025 | Wolverine Asset Management LLC | 6,276 | $69K | 0.0% | N/A | 0.012% | |
2/3/2025 | Private Advisor Group LLC | 17,428 | $193K | 0.0% | -12.1% | 0.032% | |
1/31/2025 | Robinson Capital Management LLC | 427,670 | $4.73M | 1.9% | -11.1% | 0.792% | |
1/31/2025 | Sanctuary Advisors LLC | 20,866 | $237K | 0.0% | N/A | 0.039% | |
1/31/2025 | J.W. Cole Advisors Inc. | 251,955 | $2.79M | 0.1% | +3.0% | 0.467% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 10,457 | $116K | 0.0% | -17.0% | 0.019% | |
1/24/2025 | Princeton Global Asset Management LLC | 3,337 | $37K | 0.0% | -25.5% | 0.006% | |
1/17/2025 | Janney Montgomery Scott LLC | 18,153 | $201K | 0.0% | N/A | 0.034% | |
1/17/2025 | Melfa Wealth Management Inc. | 43,614 | $483K | 0.3% | -10.3% | 0.081% | |
1/17/2025 | Traphagen Investment Advisors LLC | 11,068 | $123K | 0.0% | N/A | 0.021% | |
1/14/2025 | Breakwater Capital Group | 90,678 | $1.00M | 0.2% | +69.2% | 0.168% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 26,869 | $327K | 0.0% | +5.5% | 0.050% | |
11/15/2024 | HighTower Advisors LLC | 13,261 | $161K | 0.0% | -20.6% | 0.025% | |
11/1/2024 | Fiera Capital Corp | 274,325 | $3.33M | 0.0% | -1.9% | 0.508% | |
10/24/2024 | J.W. Cole Advisors Inc. | 244,565 | $2.97M | 0.1% | +20.9% | 0.453% | |
10/23/2024 | Dumont & Blake Investment Advisors LLC | 10,181 | $123K | 0.0% | -50.0% | 0.019% | |
10/22/2024 | International Assets Investment Management LLC | 111,543 | $13.53M | 0.0% | N/A | 0.207% | |
10/22/2024 | Private Advisor Group LLC | 19,828 | $241K | 0.0% | +28.1% | 0.037% | |
10/21/2024 | Wealth Effects LLC | 11,268 | $137K | 0.0% | -53.6% | 0.021% | |
10/18/2024 | TriaGen Wealth Management LLC | 10,000 | $121K | 0.0% | N/A | 0.019% | |
10/9/2024 | Strategic Advisors LLC | 179,922 | $2.18M | 0.4% | N/A | 0.333% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 37,472 | $429K | 0.0% | +6.2% | 0.069% | |
8/15/2024 | Logan Stone Capital LLC | 23,894 | $272K | 0.1% | -82.1% | 0.044% | |
8/8/2024 | J.W. Cole Advisors Inc. | 202,369 | $2.31M | 0.1% | +8.6% | 0.375% | |
8/8/2024 | NINE MASTS CAPITAL Ltd | 55,535 | $633K | 0.2% | -20.2% | 0.103% | |
8/2/2024 | Wealth Effects LLC | 24,294 | $277K | 0.1% | +22.6% | 0.045% | |
8/2/2024 | Wolverine Asset Management LLC | 12,382 | $141K | 0.0% | N/A | 0.023% | |
8/1/2024 | Fiera Capital Corp | 279,589 | $3.19M | 0.0% | -33.2% | 0.518% | |
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8/1/2024 | TIAA Trust National Association | 38,526 | $439K | 0.0% | N/A | 0.071% | |
7/31/2024 | Commonwealth Equity Services LLC | 91,563 | $1.04M | 0.0% | -1.7% | 0.170% | |
7/26/2024 | Breakwater Capital Group | 50,255 | $572K | 0.1% | -23.8% | 0.093% | |
5/20/2024 | Highlander Capital Management LLC | 10,814 | $126K | 0.0% | -15.6% | 0.020% | |
5/14/2024 | Robinson Capital Management LLC | 346,333 | $3.86M | 1.4% | +30.7% | 0.641% | |
5/9/2024 | Private Portfolio Partners LLC | 57,172 | $665K | 0.1% | +41.5% | 0.106% | |
5/1/2024 | Janney Montgomery Scott LLC | 23,647 | $275K | 0.0% | +81.2% | 0.044% | |
4/30/2024 | J.W. Cole Advisors Inc. | 186,373 | $2.17M | 0.1% | +6.3% | 0.345% | |
4/30/2024 | Commonwealth Equity Services LLC | 93,154 | $1.08M | 0.0% | -6.7% | 0.173% | |
4/23/2024 | Wealth Effects LLC | 19,820 | $231K | 0.1% | -26.8% | 0.037% | |