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% | |
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% | |
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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% | |
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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% | |
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% | |
2/10/2025 | Commonwealth Equity Services LLC | 178,530 | $2.38M | 0.0% | -2.5% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 76,501 | $1.02M | 0.0% | -9.4% | 0.000% | |
2/7/2025 | Independent Advisor Alliance | 34,300 | $457K | 0.0% | N/A | 0.000% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 54,640 | $728K | 0.1% | -6.2% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 266,480 | $3.55M | 0.0% | N/A | 0.000% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 106,595 | $1.42M | 0.0% | +7.8% | 0.000% | |
2/5/2025 | Noble Wealth Management PBC | 139,484 | $1.86M | 1.3% | N/A | 0.000% | |
2/5/2025 | Oppenheimer & Co. Inc. | 12,810 | $171K | 0.0% | N/A | 0.000% | |
2/3/2025 | Private Advisor Group LLC | 74,549 | $993K | 0.0% | +14.9% | 0.000% | |
1/31/2025 | Atria Wealth Solutions Inc. | 113,208 | $1.51M | 0.0% | +4.2% | 0.000% | |
1/30/2025 | Strategic Financial Concepts LLC | 35,964 | $479K | 0.0% | N/A | 0.000% | |
1/28/2025 | Strategic Financial Concepts LLC | 35,964 | $479K | 0.0% | N/A | 0.000% | |
1/27/2025 | Choreo LLC | 99,707 | $1.33M | 0.0% | +47.4% | 0.000% | |
1/27/2025 | Stratos Wealth Partners LTD. | 16,806 | $224K | 0.0% | -19.3% | 0.000% | |
1/24/2025 | Calamos Advisors LLC | 20,522 | $273K | 0.0% | -27.9% | 0.000% | |
1/24/2025 | E&G Advisors LP | 49,708 | $662K | 0.2% | -1.6% | 0.000% | |
1/22/2025 | PFG Investments LLC | 36,519 | $486K | 0.0% | -6.8% | 0.000% | |
1/22/2025 | Drive Wealth Management LLC | 100,024 | $1.33M | 0.3% | +19.6% | 0.000% | |
1/21/2025 | Encompass More Asset Management | 14,134 | $188K | 0.1% | +17.1% | 0.000% | |
1/17/2025 | Riverbridge Partners LLC | 108,767 | $1.45M | 0.0% | -0.9% | 0.000% | |
1/14/2025 | SeaCrest Wealth Management LLC | 14,658 | $195K | 0.0% | +10.2% | 0.000% | |
1/13/2025 | Capital Investment Advisors LLC | 11,454 | $153K | 0.0% | -7.4% | 0.000% | |
1/8/2025 | Sterneck Capital Management LLC | 34,563 | $460K | 0.2% | +8.1% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 80,768 | $1.11M | 0.0% | -41.5% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 84,395 | $1.15M | 0.0% | +3.4% | 0.000% | |
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11/14/2024 | Encompass More Asset Management | 12,072 | $165K | 0.1% | N/A | 0.000% | |
11/13/2024 | Horizon Kinetics Asset Management LLC | 17,614 | $241K | 0.0% | +45.8% | 0.000% | |
11/12/2024 | Pekin Hardy Strauss Inc. | 25,445 | $349K | 0.0% | N/A | 0.000% | |
11/12/2024 | Penserra Capital Management LLC | 338,090 | $4.63M | 0.1% | -65.8% | 0.000% | |
11/9/2024 | Landscape Capital Management L.L.C. | 1,220,016 | $16.71M | 1.7% | -1.2% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 77,214 | $1.06M | 0.0% | +65.9% | 0.000% | |
11/7/2024 | Pathstone Holdings LLC | 847,327 | $11.61M | 0.1% | +55.4% | 0.000% | |
11/7/2024 | Drive Wealth Management LLC | 83,605 | $1.15M | 0.3% | N/A | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 63,190 | $866K | 0.3% | -3.8% | 0.000% | |
10/30/2024 | Catalina Capital Group LLC | 20,316 | $278K | 0.1% | N/A | 0.000% | |