5/20/2025 | Anchor Investment Management LLC | 30,352 | $1.26M | 0.1% | +10.8% | 0.369% | |
5/19/2025 | Smith Asset Management Co. LLC | 27,291 | $1.13M | 1.1% | N/A | 0.332% | |
5/15/2025 | Royal Bank of Canada | 13,569 | $564K | 0.0% | -20.0% | 0.165% | |
5/12/2025 | Invesco Ltd. | 25,729 | $1.07M | 0.0% | +3.1% | 0.313% | |
5/9/2025 | Cornerstone Advisors LLC | 2,882 | $120K | 0.0% | N/A | 0.035% | |
5/9/2025 | Shaker Financial Services LLC | 26,591 | $1.10M | 0.4% | +47.4% | 0.323% | |
5/8/2025 | Mesirow Financial Investment Management Inc. | 77,535 | $3.22M | 0.1% | +0.6% | 0.943% | |
5/5/2025 | Private Advisor Group LLC | 7,484 | $311K | 0.0% | -13.6% | 0.091% | |
4/30/2025 | Mraz Amerine & Associates Inc. | 6,330 | $263K | 0.0% | -10.0% | 0.077% | |
4/29/2025 | Envestnet Asset Management Inc. | 19,896 | $826K | 0.0% | N/A | 0.242% | |
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4/28/2025 | D.A. Davidson & CO. | 171,106 | $7.10M | 0.1% | +9.0% | 2.080% | |
4/14/2025 | Park Avenue Securities LLC | 17,099 | $710K | 0.0% | -1.8% | 0.209% | |
4/11/2025 | Chemistry Wealth Management LLC | 52,768 | $2.19M | 0.5% | -8.3% | 0.644% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 32,305 | $1.34M | 0.1% | +23.9% | 0.394% | |
4/9/2025 | NBC Securities Inc. | 976 | $40K | 0.0% | N/A | 0.012% | |
3/14/2025 | Hara Capital LLC | 71,623 | $3.12M | 2.0% | -14.1% | 0.873% | |
2/17/2025 | Cary Street Partners Financial LLC | 5,556 | $242K | 0.0% | N/A | 0.068% | |
2/17/2025 | Bank of America Corp DE | 27,152 | $1.18M | 0.0% | -9.2% | 0.331% | |
2/14/2025 | Shaker Financial Services LLC | 18,038 | $784K | 0.3% | -70.0% | 0.220% | |
2/13/2025 | Raymond James Financial Inc. | 51,306 | $2.23M | 0.0% | N/A | 0.626% | |
2/13/2025 | Invesco Ltd. | 24,944 | $1.09M | 0.0% | +40.6% | 0.304% | |
2/13/2025 | Wells Fargo & Company MN | 72,665 | $3.16M | 0.0% | -2.5% | 0.886% | |
2/12/2025 | DKM Wealth Management Inc. | 274,334 | $11.93M | 11.3% | N/A | 3.346% | |
2/11/2025 | Congress Wealth Management LLC DE | 8,218 | $357K | 0.0% | N/A | 0.100% | |
2/11/2025 | LPL Financial LLC | 7,431 | $323K | 0.0% | -20.0% | 0.091% | |
2/11/2025 | Pecaut & CO. | 14,386 | $626K | 0.2% | -17.6% | 0.175% | |
2/7/2025 | Mesirow Financial Investment Management Inc. | 77,073 | $3.35M | 0.1% | +0.8% | 0.940% | |
2/6/2025 | Raymond James Financial Inc. | 51,306 | $2.23M | 0.0% | N/A | 0.626% | |
2/6/2025 | Jones Financial Companies Lllp | 4,748 | $206K | 0.0% | N/A | 0.058% | |
2/4/2025 | Lake Street Advisors Group LLC | 15,426 | $712K | 0.0% | +3.4% | 0.188% | |
2/3/2025 | Concurrent Investment Advisors LLC | 16,366 | $712K | 0.0% | N/A | 0.200% | |
2/3/2025 | Private Advisor Group LLC | 8,663 | $377K | 0.0% | -7.0% | 0.106% | |
1/31/2025 | Mraz Amerine & Associates Inc. | 7,030 | $306K | 0.1% | -12.9% | 0.086% | |
1/31/2025 | D.A. Davidson & CO. | 157,030 | $6.83M | 0.1% | +3.5% | 1.915% | |
1/30/2025 | Nations Financial Group Inc. IA ADV | 7,834 | $341K | 0.0% | -5.4% | 0.096% | |
1/15/2025 | Chemistry Wealth Management LLC | 57,566 | $2.50M | 0.6% | -7.5% | 0.702% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 26,081 | $1.13M | 0.1% | +77.6% | 0.318% | |
1/14/2025 | Park Avenue Securities LLC | 17,416 | $757K | 0.0% | +6.7% | 0.212% | |
11/25/2024 | Sanctuary Advisors LLC | 15,059 | $665K | 0.0% | +7.0% | 0.184% | |
11/21/2024 | Anchor Investment Management LLC | 27,238 | $1.21M | 0.1% | -1.9% | 0.332% | |
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11/13/2024 | D.A. Davidson & CO. | 151,688 | $6.75M | 0.1% | +9.5% | 1.850% | |
11/7/2024 | Thrivent Financial for Lutherans | 16,135 | $718K | 0.0% | +1.4% | 0.197% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 8,283 | $369K | 0.0% | -8.8% | 0.101% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 76,443 | $3.40M | 0.1% | +0.8% | 0.932% | |
10/31/2024 | Hara Capital LLC | 83,395 | $3.71M | 2.3% | -2.5% | 1.017% | |
10/31/2024 | Shaker Financial Services LLC | 60,101 | $2.68M | 1.0% | +1,227.3% | 0.733% | |
10/23/2024 | Lake Street Advisors Group LLC | 14,915 | $664K | 0.0% | +58.3% | 0.182% | |
10/23/2024 | Mraz Amerine & Associates Inc. | 8,070 | $359K | 0.1% | -9.7% | 0.098% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 14,689 | $654K | 0.0% | +220.2% | 0.179% | |
10/22/2024 | International Assets Investment Management LLC | 22,040 | $981K | 0.0% | +4,352.5% | 0.269% | |
10/22/2024 | Private Advisor Group LLC | 9,314 | $415K | 0.0% | +3.5% | 0.114% | |
10/7/2024 | Chemistry Wealth Management LLC | 62,266 | $2.77M | 0.7% | -21.1% | 0.759% | |
10/3/2024 | Park Avenue Securities LLC | 16,324 | $727K | 0.0% | -3.9% | 0.199% | |
9/5/2024 | Sanctuary Advisors LLC | 14,071 | $583K | 0.0% | N/A | 0.172% | |
8/9/2024 | Mesirow Financial Investment Management Inc. | 75,812 | $3.36M | 0.1% | +0.9% | 0.925% | |
8/6/2024 | Lake Street Advisors Group LLC | 9,420 | $417K | 0.0% | N/A | 0.115% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 1,774 | $79K | 0.0% | -53.4% | 0.022% | |
8/3/2024 | Shaker Financial Services LLC | 4,528 | $200K | 0.1% | -86.2% | 0.055% | |
8/1/2024 | Mraz Amerine & Associates Inc. | 8,937 | $396K | 0.1% | -7.7% | 0.109% | |
8/1/2024 | D.A. Davidson & CO. | 138,536 | $6.13M | 0.1% | +9.1% | 1.689% | |
7/31/2024 | Baltimore Washington Financial Advisors Inc. | 14,955 | $662K | 0.0% | N/A | 0.182% | |
7/29/2024 | Hara Capital LLC | 85,551 | $3.79M | 2.4% | -1.7% | 1.043% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 9,084 | $402K | 0.0% | -10.5% | 0.111% | |
7/22/2024 | Capital Investment Counsel Inc | 10,018 | $443K | 0.1% | -4.8% | 0.122% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 4,587 | $203K | 0.0% | -79.0% | 0.056% | |
7/19/2024 | Raymond James & Associates | 47,684 | $2.11M | 0.0% | -5.7% | 0.582% | |
7/9/2024 | Park Avenue Securities LLC | 16,981 | $752K | 0.0% | -3.4% | 0.207% | |
5/7/2024 | Pecaut & CO. | 22,939 | $975K | 0.4% | -31.6% | 0.280% | |
5/1/2024 | Janney Montgomery Scott LLC | 5,541 | $235K | 0.0% | -6.6% | 0.068% | |
5/1/2024 | Private Advisor Group LLC | 9,807 | $417K | 0.0% | N/A | 0.120% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 75,172 | $3.19M | 0.1% | N/A | 0.917% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 3,809 | $162K | 0.0% | -43.8% | 0.046% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 10,150 | $431K | 0.0% | -6.4% | 0.123% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 21,858 | $929K | 0.0% | -5.1% | 0.264% | |
4/15/2024 | Chemistry Wealth Management LLC | 101,733 | $4.32M | 1.2% | -22.4% | 1.229% | |
4/10/2024 | Park Avenue Securities LLC | 17,582 | $747K | 0.0% | -1.4% | 0.212% | |
3/14/2024 | Leo Wealth LLC | 5,107 | $206K | 0.0% | N/A | 0.062% | |
2/13/2024 | Belpointe Asset Management LLC | 5,301 | $214K | 0.0% | N/A | 0.064% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 10,846 | $438K | 0.0% | -2.3% | 0.131% | |
2/9/2024 | D.A. Davidson & CO. | 123,103 | $4.97M | 0.0% | +6.6% | 1.487% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 5,450 | $235K | 0.0% | +45.3% | 0.066% | |
2/7/2024 | Pecaut & CO. | 33,546 | $1.35M | 0.5% | -8.6% | 0.405% | |
2/7/2024 | Shaker Financial Services LLC | 49,119 | $1.98M | 0.8% | -12.6% | 0.593% | |
2/6/2024 | Cullen Frost Bankers Inc. | 886 | $36K | 0.0% | N/A | 0.011% | |
2/5/2024 | Cary Street Partners Investment Advisory LLC | 5,450 | $235K | 0.1% | +45.3% | 0.066% | |
2/5/2024 | Capital Investment Counsel Inc | 10,518 | $425K | 0.1% | -13.2% | 0.127% | |
1/31/2024 | Mraz Amerine & Associates Inc. | 12,367 | $499K | 0.1% | -4.9% | 0.149% | |
1/25/2024 | International Assets Investment Management LLC | 19,986 | $807K | 0.0% | N/A | 0.241% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 6,772 | $273K | 0.1% | -19.1% | 0.082% | |
1/24/2024 | International Assets Investment Management LLC | 19,986 | $807K | 0.0% | N/A | 0.241% | |
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1/16/2024 | Raymond James & Associates | 48,529 | $1.96M | 0.0% | +6.6% | 0.586% | |
1/12/2024 | Chemistry Wealth Management LLC | 131,080 | $5.29M | 1.6% | -19.1% | 1.583% | |
1/2/2024 | Anchor Investment Management LLC | 27,483 | $1.11M | 0.1% | N/A | 0.332% | |
11/14/2023 | AQR Arbitrage LLC | 14,249 | $550K | 0.0% | +34.8% | 0.172% | |
11/14/2023 | Saba Capital Management L.P. | 25,137 | $970K | 0.0% | -46.6% | 0.304% | |
11/13/2023 | Pecaut & CO. | 36,718 | $1.42M | 0.6% | +1.4% | 0.444% | |
11/13/2023 | Mraz Amerine & Associates Inc. | 13,007 | $502K | 0.1% | -21.8% | 0.157% | |
11/8/2023 | Baltimore Washington Financial Advisors Inc. | 14,955 | $577K | 0.0% | N/A | 0.181% | |
11/8/2023 | D.A. Davidson & CO. | 115,531 | $4.46M | 0.0% | +6.2% | 1.395% | |
11/4/2023 | NBC Securities Inc. | 941 | $36K | 0.0% | N/A | 0.011% | |