7/11/2025 | CX Institutional | 2,969 | $29K | 0.0% | N/A | 0.009% | |
5/21/2025 | Indiana Trust & Investment Management Co | 3,000 | $31K | 0.0% | -78.6% | 0.009% | |
5/16/2025 | Advisors Asset Management Inc. | 247,095 | $2.52M | 0.0% | -15.2% | 0.777% | |
5/16/2025 | 1607 Capital Partners LLC | 382,761 | $3.90M | 0.3% | +5.5% | 1.203% | |
5/15/2025 | Royal Bank of Canada | 22,246 | $226K | 0.0% | +16.6% | 0.070% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 26,500 | $270K | 0.0% | -45.2% | 0.083% | |
5/13/2025 | Elequin Capital LP | 7,104 | $72K | 0.0% | N/A | 0.022% | |
5/12/2025 | Invesco Ltd. | 23,972 | $244K | 0.0% | +5.3% | 0.075% | |
5/12/2025 | Wolverine Asset Management LLC | 4,943 | $50K | 0.0% | N/A | 0.016% | |
5/9/2025 | Generation Capital Management LLC | 16,748 | $171K | 0.2% | -26.8% | 0.053% | |
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5/8/2025 | Collaborative Wealth Managment Inc. | 13,400 | $137K | 0.1% | -12.6% | 0.042% | |
5/7/2025 | Fiera Capital Corp | 294,855 | $3.01M | 0.0% | -6.6% | 0.927% | |
5/7/2025 | Sunpointe LLC | 15,370 | $157K | 0.1% | +37.2% | 0.048% | |
5/7/2025 | Intellus Advisors LLC | 124,197 | $1.27M | 0.2% | -2.2% | 0.390% | |
5/5/2025 | Blue Bell Private Wealth Management LLC | 2,923 | $30K | 0.0% | -27.3% | 0.009% | |
4/29/2025 | Envestnet Asset Management Inc. | 118,072 | $1.20M | 0.0% | -6.0% | 0.371% | |
4/29/2025 | Concurrent Investment Advisors LLC | 17,385 | $177K | 0.0% | +15.1% | 0.055% | |
4/29/2025 | Olde Wealth Management LLC | 9,440 | $96K | 0.0% | N/A | 0.030% | |
4/24/2025 | Matisse Capital | 166,367 | $1.70M | 0.9% | -12.4% | 0.523% | |
4/21/2025 | Riverbridge Partners LLC | 71,865 | $732K | 0.0% | +9.5% | 0.226% | |
4/17/2025 | Cyndeo Wealth Partners LLC | 34,868 | $355K | 0.0% | -9.7% | 0.110% | |
4/15/2025 | Noble Wealth Management PBC | 11,500 | $117K | 0.1% | -16.7% | 0.036% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 457,293 | $4.66M | 0.2% | +32.7% | 1.438% | |
4/8/2025 | Rothschild Investment LLC | 163,388 | $1.67M | 0.1% | -12.6% | 0.514% | |
2/25/2025 | Leigh Baldwin & CO. LLC | 24,883 | $252K | 0.1% | N/A | 0.078% | |
2/17/2025 | Nomura Holdings Inc. | 29,972 | $304K | 0.0% | +172.5% | 0.094% | |
2/17/2025 | Logan Stone Capital LLC | 35,936 | $364K | 0.1% | -84.8% | 0.113% | |
2/17/2025 | Cresset Asset Management LLC | 20,300 | $206K | 0.0% | -7.3% | 0.064% | |
2/17/2025 | Citadel Advisors LLC | 12,176 | $123K | 0.0% | +9.5% | 0.038% | |
2/17/2025 | Bank of America Corp DE | 124,073 | $1.26M | 0.0% | -25.2% | 0.390% | |
2/17/2025 | Ameriprise Financial Inc. | 195,647 | $1.98M | 0.0% | -2.7% | 0.615% | |
2/14/2025 | Jane Street Group LLC | 31,441 | $318K | 0.0% | N/A | 0.099% | |
2/14/2025 | Stifel Financial Corp | 36,713 | $372K | 0.0% | +3.1% | 0.115% | |
2/14/2025 | Generation Capital Management LLC | 22,882 | $232K | 0.2% | N/A | 0.072% | |
2/13/2025 | 1607 Capital Partners LLC | 362,681 | $3.67M | 0.3% | +54.1% | 1.140% | |
2/13/2025 | Guggenheim Capital LLC | 368,040 | $3.73M | 0.0% | +11.9% | 1.157% | |
2/13/2025 | Rockefeller Capital Management L.P. | 93,526 | $947K | 0.0% | -32.9% | 0.294% | |
2/13/2025 | Raymond James Financial Inc. | 90,454 | $916K | 0.0% | N/A | 0.284% | |
2/13/2025 | Invesco Ltd. | 22,760 | $231K | 0.0% | -52.4% | 0.072% | |
2/13/2025 | Envestnet Asset Management Inc. | 125,584 | $1.27M | 0.0% | +7.2% | 0.395% | |
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2/13/2025 | Wells Fargo & Company MN | 151,244 | $1.53M | 0.0% | +14.7% | 0.475% | |
2/13/2025 | Smith Moore & CO. | 77,712 | $787K | 0.1% | +17.1% | 0.244% | |
2/12/2025 | Landscape Capital Management L.L.C. | 12,495 | $127K | 0.0% | -71.5% | 0.039% | |
2/11/2025 | LPL Financial LLC | 107,686 | $1.09M | 0.0% | -11.8% | 0.339% | |
2/11/2025 | Intellus Advisors LLC | 126,931 | $1.29M | 0.2% | N/A | 0.399% | |
2/10/2025 | Advisors Asset Management Inc. | 291,314 | $2.95M | 0.1% | +92.2% | 0.916% | |
2/10/2025 | Commonwealth Equity Services LLC | 307,683 | $3.12M | 0.0% | -7.7% | 0.967% | |
2/7/2025 | HighTower Advisors LLC | 31,845 | $323K | 0.0% | +26.9% | 0.100% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 4,023 | $41K | 0.0% | -42.7% | 0.013% | |
2/6/2025 | Raymond James Financial Inc. | 90,454 | $916K | 0.0% | N/A | 0.284% | |
2/6/2025 | NINE MASTS CAPITAL Ltd | 26,736 | $271K | 0.0% | -66.4% | 0.084% | |
2/5/2025 | Noble Wealth Management PBC | 13,800 | $140K | 0.1% | N/A | 0.043% | |
2/5/2025 | Oppenheimer & Co. Inc. | 19,496 | $197K | 0.0% | -61.2% | 0.061% | |
2/4/2025 | Rothschild Investment LLC | 186,921 | $1.89M | 0.1% | -3.1% | 0.588% | |
2/3/2025 | Sunpointe LLC | 11,200 | $114K | 0.1% | -46.5% | 0.035% | |
1/29/2025 | Van ECK Associates Corp | 233,858 | $2.37M | 0.0% | +2.7% | 0.735% | |
1/29/2025 | Allspring Global Investments Holdings LLC | 94,408 | $956K | 0.0% | +129.8% | 0.297% | |
1/21/2025 | Cyndeo Wealth Partners LLC | 38,629 | $391K | 0.0% | +17.8% | 0.121% | |
1/17/2025 | Avior Wealth Management LLC | 15,358 | $156K | 0.0% | +28.7% | 0.048% | |
1/17/2025 | Riverbridge Partners LLC | 65,618 | $665K | 0.0% | -1.8% | 0.206% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 344,532 | $3.49M | 0.2% | +2,144.1% | 1.083% | |
1/14/2025 | Park Avenue Securities LLC | 112,497 | $1.14M | 0.0% | +7.1% | 0.354% | |
1/14/2025 | Integrated Capital Management Inc. | 20,325 | $206K | 0.2% | +10.5% | 0.064% | |
1/13/2025 | Capital Investment Advisors LLC | 95,485 | $967K | 0.0% | -9.0% | 0.300% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 12,349 | $135K | 0.0% | -21.7% | 0.039% | |
12/3/2024 | Rivernorth Capital Management LLC | 179,697 | $1.96M | 0.1% | +61.4% | 0.565% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 32,000 | $349K | 0.0% | N/A | 0.101% | |
11/15/2024 | Stifel Financial Corp | 35,601 | $388K | 0.0% | +9.3% | 0.112% | |
11/15/2024 | Rivernorth Capital Management LLC | 179,697 | $1.96M | 0.1% | +61.4% | 0.565% | |
11/15/2024 | Integrated Wealth Concepts LLC | 10,879 | $119K | 0.0% | N/A | 0.034% | |
11/15/2024 | HighTower Advisors LLC | 25,095 | $267K | 0.0% | N/A | 0.079% | |
11/14/2024 | Rockefeller Capital Management L.P. | 139,457 | $1.52M | 0.0% | +4.3% | 0.438% | |
11/9/2024 | Landscape Capital Management L.L.C. | 43,792 | $477K | 0.0% | -61.2% | 0.138% | |
11/8/2024 | Moors & Cabot Inc. | 16,853 | $184K | 0.0% | +18.2% | 0.053% | |
11/8/2024 | Advisors Asset Management Inc. | 151,575 | $1.65M | 0.0% | -0.8% | 0.477% | |
11/8/2024 | Avior Wealth Management LLC | 11,932 | $130K | 0.0% | +23.1% | 0.038% | |
11/7/2024 | Pathstone Holdings LLC | 357,624 | $3.90M | 0.0% | N/A | 1.124% | |
11/6/2024 | Oppenheimer & Co. Inc. | 50,209 | $547K | 0.0% | -17.3% | 0.158% | |
11/4/2024 | Wolverine Asset Management LLC | 63,488 | $692K | 0.0% | +116.1% | 0.200% | |
11/1/2024 | Fiera Capital Corp | 307,586 | $3.35M | 0.0% | -2.1% | 0.967% | |
10/29/2024 | Van ECK Associates Corp | 227,641 | $2.39M | 0.0% | -1.7% | 0.716% | |
10/25/2024 | Tyche Wealth Partners LLC | 11,940 | $130K | 0.0% | -49.6% | 0.038% | |
10/25/2024 | Fortitude Family Office LLC | 12,309 | $134K | 0.1% | N/A | 0.039% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 15,353 | $167K | 0.0% | N/A | 0.048% | |
10/22/2024 | International Assets Investment Management LLC | 12,944 | $141K | 0.0% | +1,000.7% | 0.041% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 32,793 | $357K | 0.0% | N/A | 0.103% | |
10/18/2024 | Capital Investment Advisors LLC | 104,939 | $1.14M | 0.0% | -2.7% | 0.330% | |
10/16/2024 | Melfa Wealth Management Inc. | 480,850 | $5.24M | 3.5% | -0.2% | 1.512% | |
10/15/2024 | Nova R Wealth Inc. | 93,059 | $1.01M | 0.5% | -6.9% | 0.293% | |
10/3/2024 | Park Avenue Securities LLC | 105,047 | $1.15M | 0.0% | -6.8% | 0.330% | |
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8/16/2024 | Northwestern Mutual Wealth Management Co. | 32,920 | $338K | 0.0% | -38.0% | 0.103% | |
8/15/2024 | Logan Stone Capital LLC | 80,343 | $824K | 0.2% | +19.8% | 0.253% | |
8/8/2024 | 1ST Source Bank | 39,791 | $408K | 0.0% | -35.7% | 0.125% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 6,000 | $62K | 0.0% | N/A | 0.019% | |
8/2/2024 | Wolverine Asset Management LLC | 29,384 | $301K | 0.0% | +700.7% | 0.092% | |
8/1/2024 | Fiera Capital Corp | 314,317 | $3.23M | 0.0% | -32.8% | 0.988% | |
7/31/2024 | Van ECK Associates Corp | 231,553 | $2.38M | 0.0% | +13.9% | 0.728% | |
7/31/2024 | Rothschild Investment LLC | 194,921 | $2M | 0.1% | N/A | 0.613% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 41,086 | $422K | 0.0% | N/A | 0.129% | |
7/22/2024 | Sunpointe LLC | 21,019 | $216K | 0.1% | N/A | 0.066% | |