8/19/2025 | B. Riley Wealth Advisors Inc. | 147,116 | $1.97M | 0.1% | N/A | 0.000% | |
8/18/2025 | Geneos Wealth Management Inc. | 10,920 | $146K | 0.0% | +43.3% | 0.000% | |
8/15/2025 | Prevail Innovative Wealth Advisors LLC | 121,418 | $1.62M | 0.4% | +12.2% | 0.000% | |
8/15/2025 | Bank of America Corp DE | 402,491 | $5.38M | 0.0% | -2.4% | 0.000% | |
8/15/2025 | Ameriprise Financial Inc. | 40,882 | $547K | 0.0% | +10.0% | 0.000% | |
8/15/2025 | AQR Arbitrage LLC | 227,234 | $3.04M | 0.1% | -36.6% | 0.000% | |
8/14/2025 | Raymond James Financial Inc. | 228,459 | $3.05M | 0.0% | -12.2% | 0.000% | |
8/14/2025 | Cary Street Partners Financial LLC | 12,655 | $169K | 0.0% | -41.2% | 0.000% | |
8/13/2025 | Thomas J. Herzfeld Advisors Inc. | 720,534 | $9.63M | 3.4% | +8.1% | 0.000% | |
8/13/2025 | First Trust Advisors LP | 119,644 | $1.60M | 0.0% | +3.6% | 0.000% | |
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8/13/2025 | Guggenheim Capital LLC | 652,292 | $8.72M | 0.1% | +24.2% | 0.000% | |
8/13/2025 | Fisher Asset Management LLC | 17,845 | $239K | 0.0% | N/A | 0.000% | |
8/13/2025 | Choreo LLC | 82,008 | $1.10M | 0.0% | -24.3% | 0.000% | |
8/12/2025 | Advisors Asset Management Inc. | 128,878 | $1.72M | 0.0% | +10.4% | 0.000% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 113,920 | $1.52M | 0.0% | +2.6% | 0.000% | |
8/8/2025 | Rockefeller Capital Management L.P. | 21,674 | $290K | 0.0% | +40.1% | 0.000% | |
8/8/2025 | City of London Investment Management Co. Ltd. | 319,281 | $4.27M | 0.4% | +16.0% | 0.000% | |
8/8/2025 | Cetera Investment Advisers | 326,007 | $4.36M | 0.0% | -14.7% | 0.000% | |
8/7/2025 | Allworth Financial LP | 3,595 | $48K | 0.0% | N/A | 0.000% | |
8/6/2025 | Penserra Capital Management LLC | 377,277 | $5.04M | 0.1% | +3.0% | 0.000% | |
8/6/2025 | Wedbush Securities Inc. | 30,099 | $402K | 0.0% | -5.3% | 0.000% | |
8/6/2025 | Pekin Hardy Strauss Inc. | 54,814 | $733K | 0.1% | +47.7% | 0.000% | |
8/5/2025 | Shaker Financial Services LLC | 38,743 | $518K | 0.2% | -39.9% | 0.000% | |
8/1/2025 | Pasadena Private Wealth LLC | 34,650 | $463K | 0.1% | -6.5% | 0.000% | |
8/1/2025 | Envestnet Asset Management Inc. | 436,185 | $5.83M | 0.0% | +7.7% | 0.000% | |
7/30/2025 | Drive Wealth Management LLC | 146,193 | $1.96M | 0.4% | +14.9% | 0.000% | |
7/29/2025 | Uhlmann Price Securities LLC | 17,931 | $240K | 0.2% | +18.3% | 0.000% | |
7/29/2025 | Stratos Wealth Partners LTD. | 24,804 | $332K | 0.0% | +71.8% | 0.000% | |
7/24/2025 | Accredited Investor Services LLC | 13,447 | $180K | 0.1% | +23.0% | 0.000% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,110 | $28K | 0.0% | N/A | 0.000% | |
7/18/2025 | PFG Investments LLC | 34,822 | $466K | 0.0% | -3.8% | 0.000% | |
7/17/2025 | Melfa Wealth Management Inc. | 20,672 | $276K | 0.2% | +24.2% | 0.000% | |
7/17/2025 | Sterneck Capital Management LLC | 51,039 | $682K | 0.3% | -3.0% | 0.000% | |
7/16/2025 | Arlington Capital Management Inc. | 75,290 | $1.01M | 0.9% | +2.2% | 0.000% | |
7/15/2025 | Riverbridge Partners LLC | 124,828 | $1.67M | 0.0% | +4.1% | 0.000% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 8,488,968 | $113.50M | 0.0% | N/A | 0.000% | |
7/10/2025 | Atticus Wealth Management LLC | 18,815 | $252K | 0.1% | N/A | 0.000% | |
5/21/2025 | Geneos Wealth Management Inc. | 7,621 | $100K | 0.0% | +675.3% | 0.000% | |
5/16/2025 | NewEdge Advisors LLC | 14,901 | $196K | 0.0% | -19.0% | 0.000% | |
5/16/2025 | AQR Arbitrage LLC | 358,132 | $4.71M | 0.1% | -34.5% | 0.000% | |
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5/16/2025 | Advisors Asset Management Inc. | 116,778 | $1.54M | 0.0% | +25.6% | 0.000% | |
5/16/2025 | 1607 Capital Partners LLC | 460,320 | $6.06M | 0.5% | +10.8% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 765,281 | $10.07M | 0.0% | -0.2% | 0.000% | |
5/15/2025 | Landscape Capital Management L.L.C. | 313,461 | $4.13M | 0.4% | -74.3% | 0.000% | |
5/14/2025 | Thomas J. Herzfeld Advisors Inc. | 666,668 | $8.77M | 3.0% | +12.0% | 0.000% | |
5/14/2025 | Comerica Bank | 6,574 | $87K | 0.0% | -56.8% | 0.000% | |
5/13/2025 | Elequin Capital LP | 3,462 | $46K | 0.0% | N/A | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 260,332 | $3.43M | 0.0% | -2.3% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 60,237 | $793K | 0.0% | -21.3% | 0.000% | |
5/12/2025 | AlphaCore Capital LLC | 13,888 | $183K | 0.0% | N/A | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 123,605 | $1.63M | 0.0% | +9.2% | 0.000% | |
5/9/2025 | Shaker Financial Services LLC | 64,469 | $848K | 0.3% | +136.5% | 0.000% | |
5/8/2025 | Pasadena Private Wealth LLC | 37,065 | $488K | 0.1% | N/A | 0.000% | |
5/7/2025 | Rareview Capital LLC | 156,884 | $2.07M | 1.3% | +32.1% | 0.000% | |
5/7/2025 | Drive Wealth Management LLC | 127,194 | $1.67M | 0.4% | +27.2% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 382,158 | $5.03M | 0.0% | -5.9% | 0.000% | |
5/6/2025 | Arlington Capital Management Inc. | 73,644 | $969K | 0.7% | +4.9% | 0.000% | |
5/6/2025 | Choreo LLC | 108,375 | $1.43M | 0.0% | +8.7% | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 93,081 | $1.23M | 0.0% | +24.9% | 0.000% | |
5/2/2025 | Accredited Investor Services LLC | 10,929 | $144K | 0.1% | N/A | 0.000% | |
5/2/2025 | Prevail Innovative Wealth Advisors LLC | 108,199 | $1.42M | 0.4% | +22.1% | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 14,439 | $190K | 0.0% | -14.1% | 0.000% | |
4/30/2025 | Pekin Hardy Strauss Inc. | 37,104 | $488K | 0.1% | +8.8% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 404,878 | $5.33M | 0.0% | +13.4% | 0.000% | |
4/29/2025 | Penserra Capital Management LLC | 366,141 | $4.82M | 0.1% | +1.0% | 0.000% | |
4/24/2025 | Mallini Complete Financial Planning LLC | 16,798 | $221K | 0.2% | +8.8% | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 10,822 | $142K | 0.0% | -15.5% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 93,824 | $1.24M | 0.0% | -2.3% | 0.000% | |
4/22/2025 | Advisor Resource Council | 63,924 | $841K | 0.1% | N/A | 0.000% | |
4/21/2025 | Riverbridge Partners LLC | 119,968 | $1.58M | 0.0% | +10.3% | 0.000% | |
4/18/2025 | Tennessee Valley Asset Management Partners | 36,683 | $483K | 0.1% | -10.2% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 15,644 | $206K | 0.0% | -17.6% | 0.000% | |
4/15/2025 | Noble Wealth Management PBC | 150,069 | $1.98M | 1.3% | +7.6% | 0.000% | |
4/14/2025 | Capital Investment Advisors LLC | 10,088 | $133K | 0.0% | -11.9% | 0.000% | |
4/8/2025 | Sterneck Capital Management LLC | 52,604 | $692K | 0.4% | +52.2% | 0.000% | |
2/24/2025 | Ameriflex Group Inc. | 10,000 | $135K | 0.1% | N/A | 0.000% | |
2/17/2025 | Saba Capital Management L.P. | 998,740 | $13.30M | 0.3% | -15.1% | 0.000% | |
2/17/2025 | Pathstone Holdings LLC | 890,139 | $11.87M | 0.1% | +5.1% | 0.000% | |
2/17/2025 | Millennium Management LLC | 16,471 | $219K | 0.0% | -72.3% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 405,978 | $5.41M | 0.0% | -16.0% | 0.000% | |
2/17/2025 | Cary Street Partners Financial LLC | 22,105 | $294K | 0.0% | N/A | 0.000% | |
2/17/2025 | Bank of America Corp DE | 349,502 | $4.66M | 0.0% | +4.6% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 36,832 | $491K | 0.0% | -4.6% | 0.000% | |
2/17/2025 | Aptus Capital Advisors LLC | 32,890 | $438K | 0.0% | +3.4% | 0.000% | |
2/14/2025 | AQR Arbitrage LLC | 547,080 | $7.29M | 0.2% | -30.0% | 0.000% | |
2/14/2025 | Comerica Bank | 15,216 | $203K | 0.0% | +210.1% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 107,774 | $1.44M | 0.0% | +33.4% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 27,263 | $363K | 0.1% | -56.9% | 0.000% | |
2/14/2025 | First Trust Advisors LP | 86,594 | $1.15M | 0.0% | +24.0% | 0.000% | |
2/13/2025 | 1607 Capital Partners LLC | 415,520 | $5.54M | 0.4% | +154.3% | 0.000% | |
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2/13/2025 | NewEdge Advisors LLC | 18,401 | $245K | 0.0% | -10.2% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 368,557 | $4.91M | 0.0% | +102.6% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 266,480 | $3.55M | 0.0% | N/A | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 357,143 | $4.76M | 0.0% | +13.7% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 1,053,341 | $14.03M | 0.0% | +730.5% | 0.000% | |
2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 594,984 | $7.93M | 2.5% | +92.3% | 0.000% | |
2/12/2025 | Prevail Innovative Wealth Advisors LLC | 88,628 | $1.18M | 0.3% | +21.7% | 0.000% | |
2/12/2025 | Arlington Capital Management Inc. | 70,230 | $935K | 0.6% | +10.6% | 0.000% | |
2/11/2025 | LPL Financial LLC | 80,666 | $1.07M | 0.0% | +7.9% | 0.000% | |
2/10/2025 | Rareview Capital LLC | 118,768 | $1.63M | 1.2% | +17.8% | 0.000% | |