4/29/2025 | Envestnet Asset Management Inc. | 188,108 | $1.46M | 0.0% | +3.1% | 0.000% | |
4/28/2025 | Clear Creek Financial Management LLC | 12,597 | $98K | 0.0% | +21.2% | 0.000% | |
4/23/2025 | Uncommon Cents Investing LLC | 26,550 | $205K | 0.1% | +11.3% | 0.000% | |
4/22/2025 | Flagship Harbor Advisors LLC | 997,776 | $7.72M | 0.4% | -0.9% | 0.000% | |
4/14/2025 | Capital Investment Advisors LLC | 153,538 | $1.19M | 0.0% | -5.4% | 0.000% | |
4/14/2025 | Park Avenue Securities LLC | 125,586 | $972K | 0.0% | -1.9% | 0.000% | |
4/11/2025 | MRA Advisory Group | 40,902 | $317K | 0.2% | +6.3% | 0.000% | |
4/9/2025 | Integrated Capital Management Inc. | 23,854 | $185K | 0.1% | -5.7% | 0.000% | |
2/17/2025 | Pathstone Holdings LLC | 1,332,034 | $10.32M | 0.0% | +9.1% | 0.000% | |
2/17/2025 | CoreCap Advisors LLC | 11,098 | $86K | 0.0% | -14.5% | 0.000% | |
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2/17/2025 | Cetera Investment Advisers | 38,705 | $300K | 0.0% | +9.2% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 17,754 | $138K | 0.0% | -28.9% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 189,954 | $1.47M | 0.6% | +32.0% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 63,744 | $494K | 0.0% | -4.0% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 482,786 | $3.74M | 0.0% | +10.0% | 0.000% | |
2/13/2025 | Walleye Capital LLC | 52,852 | $410K | 0.0% | -29.3% | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 91,216 | $707K | 0.0% | -3.4% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 37,430 | $290K | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 579,219 | $4.49M | 0.0% | +0.5% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 182,477 | $1.41M | 0.0% | +4.6% | 0.000% | |
2/13/2025 | Sit Investment Associates Inc. | 973,294 | $7.54M | 0.2% | +44.3% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 435,122 | $3.37M | 0.0% | +14.8% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 66,683 | $517K | 0.1% | -43.5% | 0.000% | |
2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 179,982 | $1.40M | 0.4% | +4.6% | 0.000% | |
2/11/2025 | LPL Financial LLC | 138,465 | $1.07M | 0.0% | +4.4% | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 370,388 | $2.87M | 0.1% | -0.6% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 37,430 | $290K | 0.0% | N/A | 0.000% | |
1/31/2025 | Truist Financial Corp | 19,500 | $151K | 0.0% | N/A | 0.000% | |
1/28/2025 | Apollon Wealth Management LLC | 14,225 | $110K | 0.0% | N/A | 0.000% | |
1/21/2025 | Flagship Harbor Advisors LLC | 1,006,646 | $7.80M | 0.4% | -1.5% | 0.000% | |
1/17/2025 | Atomi Financial Group Inc. | 38,806 | $301K | 0.0% | +10.3% | 0.000% | |
1/16/2025 | Uncommon Cents Investing LLC | 23,850 | $185K | 0.1% | +39.5% | 0.000% | |
1/14/2025 | Park Avenue Securities LLC | 128,071 | $993K | 0.0% | +5.9% | 0.000% | |
1/13/2025 | Capital Investment Advisors LLC | 162,268 | $1.26M | 0.0% | -5.2% | 0.000% | |
11/14/2024 | Rockefeller Capital Management L.P. | 94,470 | $756K | 0.0% | +14.6% | 0.000% | |
11/14/2024 | Walleye Capital LLC | 74,797 | $598K | 0.0% | -8.2% | 0.000% | |
11/9/2024 | Landscape Capital Management L.L.C. | 118,074 | $945K | 0.1% | +32.9% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 372,473 | $2.98M | 0.1% | +0.9% | 0.000% | |
11/8/2024 | Avior Wealth Management LLC | 12,338 | $99K | 0.0% | +27.1% | 0.000% | |
11/7/2024 | Pathstone Holdings LLC | 1,221,049 | $9.77M | 0.0% | +22.6% | 0.000% | |
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10/31/2024 | Shaker Financial Services LLC | 143,928 | $1.15M | 0.4% | -7.2% | 0.000% | |
10/31/2024 | Advisor Resource Council | 13,175 | $105K | 0.0% | N/A | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 16,528 | $132K | 0.0% | -32.9% | 0.000% | |
10/21/2024 | Flagship Harbor Advisors LLC | 1,022,153 | $8.18M | 0.4% | N/A | 0.000% | |
10/21/2024 | Foundations Investment Advisors LLC | 10,871 | $87K | 0.0% | -31.5% | 0.000% | |
10/18/2024 | Capital Investment Advisors LLC | 171,171 | $1.37M | 0.0% | +1.1% | 0.000% | |
10/3/2024 | Park Avenue Securities LLC | 120,888 | $967K | 0.0% | -5.1% | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 155,045 | $1.17M | 0.5% | +197.1% | 0.000% | |
8/2/2024 | Foundations Investment Advisors LLC | 15,864 | $119K | 0.0% | -96.7% | 0.000% | |
8/2/2024 | Wolverine Asset Management LLC | 23,226 | $175K | 0.0% | N/A | 0.000% | |
7/26/2024 | Atomi Financial Group Inc. | 35,458 | $267K | 0.0% | +18.5% | 0.000% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 138,115 | $1.04M | 0.0% | N/A | 0.000% | |
7/25/2024 | Clear Creek Financial Management LLC | 10,200 | $77K | 0.0% | N/A | 0.000% | |
7/15/2024 | Melfa Wealth Management Inc. | 12,910 | $97K | 0.1% | N/A | 0.000% | |
7/12/2024 | Integrated Capital Management Inc. | 24,425 | $184K | 0.1% | +12.0% | 0.000% | |
7/12/2024 | Capital Investment Advisors LLC | 169,376 | $1.27M | 0.0% | -3.3% | 0.000% | |
7/9/2024 | Park Avenue Securities LLC | 127,403 | $958K | 0.0% | -3.1% | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 326,613 | $2.50M | 0.0% | +7.2% | 0.000% | |
5/7/2024 | Atomi Financial Group Inc. | 29,913 | $229K | 0.0% | -5.0% | 0.000% | |
5/3/2024 | MRA Advisory Group | 37,694 | $289K | 0.2% | +35.0% | 0.000% | |
4/11/2024 | International Assets Investment Management LLC | 24,568 | $188K | 0.0% | +14.2% | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 131,531 | $1.01M | 0.0% | -3.4% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 11,542 | $83K | 0.0% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 10,000 | $72K | 0.0% | N/A | 0.000% | |
2/9/2024 | UBS Group AG | 842,584 | $6.02M | 0.0% | +1.8% | 0.000% | |
2/8/2024 | Foundations Investment Advisors LLC | 468,584 | $3.46M | 0.1% | +11.3% | 0.000% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 22,840 | $163K | 0.1% | -10.1% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 47,036 | $336K | 0.1% | -76.6% | 0.000% | |
2/7/2024 | Principal Securities Inc. | 5,056 | $36K | 0.0% | N/A | 0.000% | |
1/30/2024 | SFI Advisors LLC | 10,794 | $77K | 0.1% | -17.1% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 153,832 | $1.10M | 0.0% | +702.7% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 27,365 | $196K | 0.0% | -15.2% | 0.000% | |
1/16/2024 | CoreCap Advisors LLC | 10,460 | $75K | 0.0% | N/A | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 300,398 | $2.02M | 0.0% | +55.8% | 0.000% | |
11/14/2023 | AQR Arbitrage LLC | 248,442 | $1.67M | 0.1% | +33.1% | 0.000% | |
11/9/2023 | UBS Group AG | 827,739 | $5.55M | 0.0% | +4.6% | 0.000% | |
11/2/2023 | Shaker Financial Services LLC | 201,412 | $1.35M | 0.6% | -42.1% | 0.000% | |
10/26/2023 | Park Avenue Securities LLC | 132,574 | $890K | 0.0% | +1.7% | 0.000% | |
10/26/2023 | Advisor Partners II LLC | 228,580 | $1.53M | 0.1% | N/A | 0.000% | |
10/24/2023 | Raymond James & Associates | 15,214 | $102K | 0.0% | +29.8% | 0.000% | |
10/17/2023 | Flagship Harbor Advisors LLC | 892,833 | $5.99M | 0.5% | -22.7% | 0.000% | |
10/5/2023 | Foundations Investment Advisors LLC | 421,122 | $2.83M | 0.1% | +16.0% | 0.000% | |
8/11/2023 | Landscape Capital Management L.L.C. | 14,715 | $99K | 0.0% | -30.9% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 557,719 | $3.75M | 0.0% | +11.0% | 0.000% | |
8/10/2023 | Sit Investment Associates Inc. | 868,975 | $5.84M | 0.2% | +6.6% | 0.000% | |
8/9/2023 | Robinson Capital Management LLC | 76,528 | $516K | 0.2% | N/A | 0.000% | |
8/7/2023 | Shaker Financial Services LLC | 348,092 | $2.34M | 1.0% | -29.7% | 0.000% | |
7/31/2023 | LPL Financial LLC | 113,119 | $760K | 0.0% | +9.5% | 0.000% | |
7/31/2023 | Integrated Capital Management Inc. | 23,183 | $156K | 0.1% | +28.9% | 0.000% | |
7/21/2023 | Creative Planning | 10,393 | $70K | 0.0% | N/A | 0.000% | |
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7/19/2023 | Foundations Investment Advisors LLC | 363,134 | $2.44M | 0.1% | N/A | 0.000% | |
7/17/2023 | MRA Advisory Group | 27,468 | $185K | 0.1% | +43.7% | 0.000% | |
7/14/2023 | Park Avenue Securities LLC | 130,320 | $876K | 0.0% | -2.3% | 0.000% | |
7/11/2023 | Capital Investment Advisors LLC | 177,961 | $1.20M | 0.0% | -1.0% | 0.000% | |
7/11/2023 | Flagship Harbor Advisors LLC | 1,155,241 | $7.76M | 0.6% | +65.0% | 0.000% | |
6/7/2023 | Atomi Financial Group Inc. | 32,868 | $218K | 0.1% | N/A | 0.000% | |
5/11/2023 | Elequin Securities LLC | 6,390 | $42K | 0.0% | -66.7% | 0.000% | |
5/11/2023 | Barrett & Company Inc. | 4,000 | $27K | 0.0% | N/A | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 502,231 | $3.33M | 0.0% | +27.4% | 0.000% | |
5/10/2023 | Landscape Capital Management L.L.C. | 21,289 | $141K | 0.0% | -20.1% | 0.000% | |