3/22/2023 | Pictet North America Advisors SA | 44,468 | $1.13M | 0.2% | +2.5% | 0.374% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 20,770 | $0.54M | 0.0% | +24.0% | 0.175% | |
3/6/2023 | Rockefeller Capital Management L.P. | 8,209 | $0.21M | 0.0% | -55.2% | 0.069% | |
2/21/2023 | B. Riley Wealth Advisors Inc. | 20,770 | $0.54M | 0.0% | +24.0% | 0.175% | |
2/15/2023 | Steward Partners Investment Advisory LLC | 4,803 | $0.12M | 0.0% | +554.4% | 0.040% | |
2/15/2023 | Legal & General Group Plc | 79,617 | $2.03M | 0.0% | +5.2% | 0.670% | |
|
2/15/2023 | Mackenzie Financial Corp | 22,018 | $0.56M | 0.0% | -16.3% | 0.185% | |
2/15/2023 | Morgan Stanley | 25,818 | $0.66M | 0.0% | -26.6% | 0.217% | |
2/15/2023 | Mariner LLC | 9,546 | $0.24M | 0.0% | N/A | 0.080% | |
2/15/2023 | Black Diamond Capital Management L.L.C. | 951,340 | $24.25M | 14.9% | -9.3% | 8.001% | |
2/15/2023 | ICA Group Wealth Management LLC | 4,950 | $0.13M | 0.0% | N/A | 0.042% | |
2/14/2023 | Putnam Investments LLC | 8,005 | $0.20M | 0.0% | N/A | 0.067% | |
2/13/2023 | Advisors Asset Management Inc. | 133,585 | $3.41M | 0.1% | -11.4% | 1.124% | |
2/13/2023 | Wells Fargo & Company MN | 83,549 | $2.13M | 0.0% | +1.7% | 0.703% | |
2/13/2023 | Advisory Research Inc. | 30,351 | $0.77M | 0.1% | -15.0% | 0.255% | |
2/8/2023 | Raymond James & Associates | 82,521 | $2.10M | 0.0% | -3.5% | 0.694% | |
2/8/2023 | UBS Group AG | 1,528 | $39K | 0.0% | -63.6% | 0.013% | |
2/8/2023 | Belpointe Asset Management LLC | 1,000 | $25K | 0.0% | N/A | 0.008% | |
2/7/2023 | Commonwealth Equity Services LLC | 8,564 | $0.22M | 0.0% | N/A | 0.072% | |
2/7/2023 | LPL Financial LLC | 68,464 | $1.75M | 0.0% | +2.9% | 0.576% | |
2/6/2023 | Banque Pictet & Cie SA | 44,468 | $1.13M | 0.0% | +2.5% | 0.374% | |
2/3/2023 | D.A. Davidson & CO. | 20,218 | $0.52M | 0.0% | -5.2% | 0.170% | |
1/30/2023 | PFG Advisors | 28,217 | $0.72M | 0.1% | -2.0% | 0.237% | |
1/24/2023 | Claybrook Capital LLC | 31,864 | $0.81M | 0.5% | +40.6% | 0.268% | |
1/18/2023 | Private Advisor Group LLC | 54,224 | $1.38M | 0.0% | +18.1% | 0.456% | |
1/12/2023 | Hennion & Walsh Asset Management Inc. | 113,479 | $2.89M | 0.2% | +1.2% | 0.954% | |
11/22/2022 | B. Riley Wealth Advisors Inc. | 16,750 | $0.35M | 0.0% | +7.9% | 0.141% | |
11/16/2022 | Advisory Research Inc. | 35,721 | $0.74M | 0.1% | +1.4% | 0.300% | |
11/15/2022 | Two Sigma Advisers LP | 40,000 | $0.83M | 0.0% | -26.5% | 0.336% | |
11/14/2022 | Royal Bank of Canada | 18,926 | $0.39M | 0.0% | +44.8% | 0.159% | |
11/14/2022 | Virtus ETF Advisers LLC | 16,210 | $0.34M | 0.1% | -6.1% | 0.136% | |
11/14/2022 | Pictet North America Advisors SA | 43,403 | $0.90M | 0.1% | +2.4% | 0.365% | |
11/14/2022 | Hennion & Walsh Asset Management Inc. | 112,137 | $2.33M | 0.2% | +10.0% | 0.942% | |
11/10/2022 | UBS Group AG | 4,195 | $87K | 0.0% | -15.6% | 0.035% | |
11/8/2022 | Advisors Asset Management Inc. | 150,799 | $3.13M | 0.1% | +4.7% | 1.267% | |
11/7/2022 | Davidson Trust Co. | 11,000 | $0.23M | 0.2% | -15.4% | 0.092% | |
11/4/2022 | First Republic Investment Management Inc. | 13,677 | $0.28M | 0.0% | +14.2% | 0.115% | |
11/3/2022 | Larson Financial Group LLC | 8,468 | $0.18M | 0.0% | N/A | 0.071% | |
11/2/2022 | Rockefeller Capital Management L.P. | 18,315 | $0.38M | 0.0% | -4.3% | 0.154% | |
10/25/2022 | Raymond James & Associates | 85,557 | $1.78M | 0.0% | +0.9% | 0.719% | |
|
10/21/2022 | Next Level Private LLC | 27,683 | $0.61M | 0.5% | N/A | 0.233% | |
10/20/2022 | Claybrook Capital LLC | 22,655 | $0.47M | 0.3% | +104.0% | 0.190% | |
10/14/2022 | Private Advisor Group LLC | 45,924 | $0.95M | 0.0% | +10.6% | 0.386% | |
10/14/2022 | PFG Advisors | 28,802 | $0.60M | 0.1% | -3.9% | 0.242% | |
10/7/2022 | Mackenzie Financial Corp | 26,303 | $0.55M | 0.0% | -13.0% | 0.220% | |
8/17/2022 | Advisory Research Inc. | 35,221 | $0.84M | 0.1% | +11.6% | 0.295% | |
8/16/2022 | First Republic Investment Management Inc. | 11,981 | $0.29M | 0.0% | -7.7% | 0.100% | |
8/15/2022 | Millennium Management LLC | 16,392 | $0.39M | 0.0% | N/A | 0.137% | |
8/12/2022 | LPL Financial LLC | 64,011 | $1.53M | 0.0% | -8.1% | 0.537% | |
8/11/2022 | Bard Associates Inc. | 16,245 | $0.39M | 0.2% | -10.2% | 0.136% | |
8/11/2022 | UBS Group AG | 4,972 | $0.12M | 0.0% | -14.4% | 0.042% | |
8/10/2022 | Thomas J. Herzfeld Advisors Inc. | 81,998 | $1.97M | 0.8% | -50.1% | 0.687% | |
8/10/2022 | Mackenzie Financial Corp | 30,229 | $0.73M | 0.0% | -37.5% | 0.253% | |
8/10/2022 | Cerity Partners LLC | 28,691 | $0.69M | 0.0% | -43.0% | 0.240% | |
8/9/2022 | Lazard Asset Management LLC | 2,963 | $71K | 0.0% | +108.5% | 0.025% | |
8/8/2022 | Advisors Asset Management Inc. | 143,994 | $3.45M | 0.1% | -1.8% | 1.201% | |
8/8/2022 | Banque Pictet & Cie SA | 42,400 | $1.02M | 0.0% | N/A | 0.354% | |
8/5/2022 | Pictet North America Advisors SA | 42,400 | $1.02M | 0.1% | N/A | 0.354% | |
8/4/2022 | Chicago Partners Investment Group LLC | 19,786 | $0.47M | 0.0% | -14.3% | 0.165% | |
8/2/2022 | Ahrens Investment Partners LLC | 4,243 | $0.10M | 0.0% | -64.4% | 0.035% | |
8/2/2022 | Avantax Advisory Services Inc. | 8,852 | $0.21M | 0.0% | +5.6% | 0.074% | |
7/19/2022 | Hennion & Walsh Asset Management Inc. | 101,958 | $2.44M | 0.2% | +12.6% | 0.851% | |
7/18/2022 | Claybrook Capital LLC | 11,105 | $0.27M | 0.2% | N/A | 0.093% | |
7/13/2022 | Private Advisor Group LLC | 41,524 | $1M | 0.0% | +32.2% | 0.347% | |
5/20/2022 | Chicago Partners Investment Group LLC | 23,100 | $0.61M | 0.0% | +9.5% | 0.191% | |
5/17/2022 | Advisors Asset Management Inc. | 146,577 | $4M | 0.1% | +6.0% | 1.209% | |
5/17/2022 | First Republic Investment Management Inc. | 12,981 | $0.35M | 0.0% | +44.6% | 0.107% | |
5/16/2022 | UBS Group AG | 5,810 | $0.16M | 0.0% | +44.3% | 0.048% | |
5/13/2022 | Northern Trust Corp | 13,876 | $0.38M | 0.0% | +11.0% | 0.114% | |
5/13/2022 | Lazard Asset Management LLC | 1,421 | $38K | 0.0% | N/A | 0.012% | |
5/13/2022 | Mackenzie Financial Corp | 48,376 | $1.32M | 0.0% | -5.6% | 0.399% | |
5/12/2022 | Private Advisor Group LLC | 31,420 | $0.86M | 0.0% | +118.2% | 0.259% | |
5/12/2022 | Cambridge Investment Research Advisors Inc. | 8,771 | $0.24M | 0.0% | N/A | 0.072% | |
5/11/2022 | Bard Associates Inc. | 18,095 | $0.49M | 0.2% | +15.2% | 0.149% | |
5/11/2022 | Raymond James & Associates | 81,686 | $2.23M | 0.0% | +9.4% | 0.674% | |
5/11/2022 | Financial Advocates Investment Management | 8,808 | $0.24M | 0.0% | +22.2% | 0.073% | |
5/6/2022 | RMB Capital Management LLC | 25,901 | $0.71M | 0.0% | +2.0% | 0.214% | |
5/6/2022 | Fairfield Bush & CO. | 1,000 | $27K | 0.0% | N/A | 0.008% | |
5/5/2022 | Next Level Private LLC | 22,841 | $0.62M | 0.5% | +4.1% | 0.189% | |
5/4/2022 | Advisor Group Holdings Inc. | 40,510 | $1.11M | 0.0% | -2.7% | 0.335% | |
5/3/2022 | Modera Wealth Management LLC | 8,000 | $0.22M | 0.0% | N/A | 0.066% | |
5/2/2022 | National Asset Management Inc. | 13,545 | $0.37M | 0.0% | +11.8% | 0.112% | |
4/28/2022 | Ahrens Investment Partners LLC | 11,930 | $0.33M | 0.1% | +22.9% | 0.099% | |
4/27/2022 | Avantax Advisory Services Inc. | 8,383 | $0.23M | 0.0% | N/A | 0.069% | |
4/26/2022 | Hennion & Walsh Asset Management Inc. | 90,517 | $2.47M | 0.1% | -24.9% | 0.748% | |
4/25/2022 | Cerity Partners LLC | 50,299 | $1.37M | 0.0% | -3.4% | 0.416% | |
2/15/2022 | Advisors Asset Management Inc. | 138,230 | $4.06M | 0.1% | +4.7% | 1.142% | |
2/15/2022 | Chilton Capital Management LLC | 840 | $25K | 0.0% | N/A | 0.007% | |
2/14/2022 | Virtus ETF Advisers LLC | 14,147 | $0.42M | 0.2% | -14.7% | 0.117% | |
2/14/2022 | Ares Management LLC | 27,798 | $0.82M | 0.0% | -38.9% | 0.230% | |
|
2/14/2022 | Black Diamond Capital Management L.L.C. | 978,397 | $28.75M | 15.3% | N/A | 8.085% | |
2/14/2022 | Rockefeller Capital Management L.P. | 16,747 | $0.49M | 0.0% | +645.6% | 0.138% | |
2/10/2022 | Confluence Wealth Services Inc. | 3,000 | $88K | 0.0% | N/A | 0.025% | |
2/9/2022 | Geneos Wealth Management Inc. | 1,756 | $51K | 0.0% | +360.9% | 0.015% | |
2/9/2022 | First Republic Investment Management Inc. | 8,975 | $0.26M | 0.0% | +5.6% | 0.074% | |
2/8/2022 | Raymond James & Associates | 74,643 | $2.19M | 0.0% | -11.6% | 0.617% | |
1/31/2022 | D.A. Davidson & CO. | 21,071 | $0.62M | 0.0% | +23.4% | 0.174% | |
1/25/2022 | All Season Financial Advisors Inc. | 11,301 | $0.33M | 0.2% | N/A | 0.093% | |
1/21/2022 | Ahrens Investment Partners LLC | 9,710 | $0.29M | 0.1% | -11.0% | 0.080% | |
1/21/2022 | PFG Advisors | 29,965 | $0.88M | 0.1% | -2.1% | 0.248% | |