8/5/2025 | Rareview Capital LLC | 45,750 | $770K | 0.5% | -61.0% | 0.000% | |
8/5/2025 | Shaker Financial Services LLC | 158,365 | $2.67M | 0.9% | +34.6% | 0.000% | |
8/5/2025 | Aviance Capital Partners LLC | 68,621 | $1.16M | 0.2% | +3.1% | 0.000% | |
8/1/2025 | Envestnet Asset Management Inc. | 185,883 | $3.13M | 0.0% | +5.5% | 0.000% | |
7/28/2025 | RFG Advisory LLC | 51,583 | $869K | 0.0% | +14.7% | 0.000% | |
7/25/2025 | Hazlett Burt & Watson Inc. | 148,518 | $2.50M | 1.0% | +11.0% | 0.000% | |
7/25/2025 | Apollon Financial LLC | 104,146 | $1.75M | 0.4% | +1.2% | 0.000% | |
7/21/2025 | Catalina Capital Group LLC | 25,306 | $426K | 0.3% | -7.8% | 0.000% | |
7/18/2025 | Consolidated Portfolio Review Corp | 11,553 | $195K | 0.0% | -91.0% | 0.000% | |
7/17/2025 | Janney Montgomery Scott LLC | 20,967 | $353K | 0.0% | +14.9% | 0.000% | |
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7/15/2025 | Riverbridge Partners LLC | 78,388 | $1.32M | 0.0% | +3.7% | 0.000% | |
7/10/2025 | AHL Investment Management Inc. | 287,301 | $4.84M | 3.2% | -5.4% | 0.000% | |
5/21/2025 | Geneos Wealth Management Inc. | 1,521 | $25K | 0.0% | +465.4% | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 244,978 | $4.04M | 0.1% | +93.6% | 0.000% | |
5/16/2025 | Almitas Capital LLC | 196,468 | $3.24M | 1.1% | -57.5% | 0.000% | |
5/16/2025 | 1607 Capital Partners LLC | 1,950,698 | $32.15M | 2.6% | -0.2% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 111,919 | $1.84M | 0.0% | +0.6% | 0.000% | |
5/14/2025 | Comerica Bank | 2,448 | $40K | 0.0% | +648.6% | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 219,400 | $3.62M | 0.0% | +7.3% | 0.000% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 715,661 | $11.79M | 0.1% | +13.5% | 0.000% | |
5/13/2025 | Sit Investment Associates Inc. | 699,125 | $11.52M | 0.3% | +6.8% | 0.000% | |
5/12/2025 | Invesco Ltd. | 327,575 | $5.40M | 0.0% | -8.1% | 0.000% | |
5/9/2025 | City of London Investment Management Co. Ltd. | 398,732 | $6.57M | 0.7% | +8.5% | 0.000% | |
5/9/2025 | Shaker Financial Services LLC | 117,697 | $1.94M | 0.8% | -51.9% | 0.000% | |
5/7/2025 | LPL Financial LLC | 98,876 | $1.63M | 0.0% | +46.5% | 0.000% | |
5/7/2025 | Rareview Capital LLC | 117,373 | $1.93M | 1.2% | +3.7% | 0.000% | |
5/5/2025 | Hazlett Burt & Watson Inc. | 133,851 | $2.20M | 1.0% | +31.2% | 0.000% | |
5/2/2025 | Apollon Financial LLC | 102,914 | $1.70M | 0.4% | +8.6% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 176,180 | $2.90M | 0.0% | +30.6% | 0.000% | |
4/29/2025 | Aviance Capital Partners LLC | 66,572 | $1.10M | 0.2% | +12.3% | 0.000% | |
4/28/2025 | Novem Group | 17,423 | $287K | 0.0% | +6.2% | 0.000% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 634,128 | $10.45M | 0.0% | -8.4% | 0.000% | |
4/23/2025 | Consolidated Portfolio Review Corp | 127,932 | $2.11M | 0.3% | -6.7% | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 56,110 | $925K | 0.0% | +4.6% | 0.000% | |
4/21/2025 | Avior Wealth Management LLC | 26,131 | $431K | 0.0% | +9.4% | 0.000% | |
4/21/2025 | Riverbridge Partners LLC | 75,567 | $1.25M | 0.0% | +11.0% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 18,242 | $301K | 0.0% | +8.8% | 0.000% | |
4/15/2025 | Noble Wealth Management PBC | 13,366 | $220K | 0.2% | -5.3% | 0.000% | |
4/14/2025 | AHL Investment Management Inc. | 303,749 | $5.01M | 3.4% | -1.1% | 0.000% | |
4/10/2025 | Secure Asset Management LLC | 82,531 | $1.36M | 0.3% | +19.3% | 0.000% | |
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4/9/2025 | RFG Advisory LLC | 44,963 | $741K | 0.0% | N/A | 0.000% | |
2/27/2025 | Jefferies Financial Group Inc. | 20,000 | $322K | 0.0% | N/A | 0.000% | |
2/18/2025 | Novem Group | 16,402 | $264K | 0.0% | N/A | 0.000% | |
2/17/2025 | Pathstone Holdings LLC | 1,767,126 | $28.52M | 0.1% | +12.6% | 0.000% | |
2/17/2025 | Jefferies Financial Group Inc. | 20,000 | $322K | 0.0% | N/A | 0.000% | |
2/17/2025 | Black Maple Capital Management LP | 11,225 | $181K | 0.1% | -13.7% | 0.000% | |
2/17/2025 | Almitas Capital LLC | 462,098 | $7.45M | 1.6% | -5.9% | 0.000% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 630,308 | $10.16M | 0.0% | +5.7% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 14,438 | $233K | 0.0% | +20.3% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 244,735 | $3.97M | 1.5% | +3.4% | 0.000% | |
2/13/2025 | 1607 Capital Partners LLC | 1,954,798 | $31.51M | 2.5% | +114.7% | 0.000% | |
2/13/2025 | Cohen & Steers Inc. | 292,450 | $4.71M | 0.0% | +112.5% | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 25,885 | $417K | 0.0% | +6.0% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 204,454 | $3.30M | 0.0% | N/A | 0.000% | |
2/13/2025 | Advisory Services Network LLC | 23,856 | $385K | 0.0% | +11.5% | 0.000% | |
2/13/2025 | Invesco Ltd. | 356,298 | $5.74M | 0.0% | -10.8% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 134,906 | $2.18M | 0.0% | N/A | 0.000% | |
2/13/2025 | Sit Investment Associates Inc. | 654,638 | $10.55M | 0.2% | +70.7% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 586,450 | $9.45M | 0.0% | +1.7% | 0.000% | |
2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 164,559 | $2.65M | 0.9% | N/A | 0.000% | |
2/12/2025 | Hazlett Burt & Watson Inc. | 102,039 | $1.64M | 0.7% | +193.1% | 0.000% | |
2/11/2025 | LPL Financial LLC | 67,499 | $1.09M | 0.0% | +46.4% | 0.000% | |
2/10/2025 | Rareview Capital LLC | 113,151 | $1.89M | 1.4% | +9.8% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 15,751 | $254K | 0.0% | -21.9% | 0.000% | |
2/7/2025 | Aviance Capital Partners LLC | 59,297 | $956K | 0.1% | +2.6% | 0.000% | |
2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 15,496 | $250K | 0.0% | N/A | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 204,454 | $3.30M | 0.0% | N/A | 0.000% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 31,390 | $506K | 0.0% | +11.9% | 0.000% | |
2/5/2025 | Noble Wealth Management PBC | 14,116 | $228K | 0.2% | N/A | 0.000% | |
2/5/2025 | Oppenheimer & Co. Inc. | 53,618 | $864K | 0.0% | +2.4% | 0.000% | |
1/31/2025 | Sanctuary Advisors LLC | 76,296 | $1.27M | 0.0% | -9.9% | 0.000% | |
1/29/2025 | Allspring Global Investments Holdings LLC | 692,116 | $11.16M | 0.0% | -34.2% | 0.000% | |
1/28/2025 | Apollon Financial LLC | 94,783 | $1.53M | 0.4% | +4.3% | 0.000% | |
1/27/2025 | Consolidated Portfolio Review Corp | 137,058 | $2.21M | 0.3% | +0.5% | 0.000% | |
1/27/2025 | Choreo LLC | 40,722 | $656K | 0.0% | N/A | 0.000% | |
1/17/2025 | Secure Asset Management LLC | 69,156 | $1.12M | 0.2% | +5.6% | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 16,760 | $270K | 0.0% | +45.0% | 0.000% | |
1/16/2025 | AHL Investment Management Inc. | 307,233 | $4.95M | 3.5% | +2.8% | 0.000% | |
12/3/2024 | Rivernorth Capital Management LLC | 713,308 | $11.93M | 0.6% | -0.4% | 0.000% | |
11/25/2024 | Tidal Investments LLC | 18,716 | $313K | 0.0% | N/A | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 84,688 | $1.41M | 0.0% | -3.7% | 0.000% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 596,350 | $9.87M | 0.1% | N/A | 0.000% | |
11/15/2024 | Stifel Financial Corp | 12,006 | $201K | 0.0% | N/A | 0.000% | |
11/15/2024 | Rivernorth Capital Management LLC | 713,308 | $11.93M | 0.6% | -0.4% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 28,257 | $469K | 0.0% | +4.2% | 0.000% | |
11/14/2024 | Walleye Capital LLC | 17,342 | $290K | 0.0% | -65.7% | 0.000% | |
11/9/2024 | Landscape Capital Management L.L.C. | 18,543 | $310K | 0.0% | -75.0% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 91,249 | $1.53M | 0.0% | -1.1% | 0.000% | |
11/8/2024 | Avior Wealth Management LLC | 23,590 | $394K | 0.0% | +21.5% | 0.000% | |
11/7/2024 | Pathstone Holdings LLC | 1,569,418 | $26.24M | 0.1% | +21.3% | 0.000% | |
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11/7/2024 | Aviance Capital Partners LLC | 57,815 | $967K | 0.1% | -10.5% | 0.000% | |
11/6/2024 | Oppenheimer & Co. Inc. | 52,341 | $875K | 0.0% | +18.6% | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 236,595 | $3.96M | 1.5% | -7.7% | 0.000% | |
10/30/2024 | AHL Investment Management Inc. | 298,996 | $5.00M | 3.4% | -0.9% | 0.000% | |
10/30/2024 | Catalina Capital Group LLC | 27,589 | $461K | 0.2% | +4.0% | 0.000% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 34,815 | $580K | 0.3% | N/A | 0.000% | |
10/24/2024 | Modera Wealth Management LLC | 13,139 | $220K | 0.0% | +19.4% | 0.000% | |
10/24/2024 | Consolidated Portfolio Review Corp | 136,309 | $2.28M | 0.5% | -0.8% | 0.000% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 1,051,369 | $17.58M | 0.0% | -11.1% | 0.000% | |
10/16/2024 | Secure Asset Management LLC | 65,464 | $1.10M | 0.2% | +59.0% | 0.000% | |