5/1/2025 | CWM LLC | 2,000 | $86K | 0.0% | -20.0% | 0.019% | |
4/29/2025 | Penserra Capital Management LLC | 115,265 | $4.96M | 0.1% | N/A | 1.071% | |
4/29/2025 | Calamos Advisors LLC | 9,847 | $424K | 0.0% | +25.9% | 0.091% | |
4/29/2025 | Values Added Financial LLC | 5,716 | $246K | 0.1% | -22.1% | 0.053% | |
4/28/2025 | D.A. Davidson & CO. | 14,022 | $604K | 0.0% | +4.7% | 0.130% | |
4/25/2025 | Verity Asset Management Inc. | 9,149 | $394K | 0.2% | +53.1% | 0.085% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 251,378 | $10.82M | 0.0% | -8.1% | 2.335% | |
4/24/2025 | Diversified Trust Co | 8,707 | $375K | 0.0% | -24.1% | 0.081% | |
4/23/2025 | Spire Wealth Management | 1,611 | $69K | 0.0% | +68.9% | 0.015% | |
4/23/2025 | Oppenheimer & Co. Inc. | 25,844 | $1.11M | 0.0% | +8.8% | 0.240% | |
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4/22/2025 | Segment Wealth Management LLC | 15,000 | $646K | 0.0% | N/A | 0.139% | |
4/17/2025 | Kercheville Advisors LLC | 13,901 | $598K | 0.2% | +21.6% | 0.129% | |
4/17/2025 | Janney Montgomery Scott LLC | 32,598 | $1.40M | 0.0% | +2.8% | 0.303% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 105,434 | $4.54M | 0.0% | +1.6% | 0.979% | |
4/14/2025 | Farther Finance Advisors LLC | 1,225 | $53K | 0.0% | +756.6% | 0.011% | |
4/9/2025 | Fiduciary Alliance LLC | 7,454 | $321K | 0.0% | N/A | 0.069% | |
4/9/2025 | 180 Wealth Advisors LLC | 48,732 | $2.10M | 0.3% | -6.8% | 0.453% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 103,800 | $4.36M | 0.0% | +35.6% | 0.964% | |
2/21/2025 | WNY Asset Management LLC | 21,090 | $886K | 0.1% | +6.8% | 0.196% | |
2/18/2025 | Cornerstone Advisory LLC | 9,848 | $448K | 0.1% | N/A | 0.091% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 18,679 | $785K | 0.0% | N/A | 0.173% | |
2/18/2025 | CSS LLC IL | 11,418 | $480K | 0.0% | N/A | 0.106% | |
2/17/2025 | Zimmer Partners LP | 83,918 | $3.53M | 0.1% | +38.8% | 0.779% | |
2/17/2025 | Saba Capital Management L.P. | 1,048,879 | $44.05M | 1.0% | +118.8% | 9.739% | |
2/17/2025 | Quantedge Capital Pte Ltd | 23,497 | $987K | 0.4% | -38.8% | 0.218% | |
2/17/2025 | Cetera Investment Advisers | 10,870 | $457K | 0.0% | +7.7% | 0.101% | |
2/17/2025 | Bulldog Investors LLP | 190,116 | $8.00M | 2.1% | N/A | 1.765% | |
2/17/2025 | Cahill Financial Advisors Inc. | 22,258 | $935K | 0.1% | N/A | 0.207% | |
2/17/2025 | Cary Street Partners Financial LLC | 6,470 | $272K | 0.0% | N/A | 0.060% | |
2/17/2025 | Bank of America Corp DE | 61,617 | $2.59M | 0.0% | +56.1% | 0.572% | |
2/17/2025 | Ancora Advisors LLC | 4,327 | $182K | 0.0% | -30.8% | 0.040% | |
2/17/2025 | Almitas Capital LLC | 248,666 | $10.44M | 2.3% | N/A | 2.309% | |
2/14/2025 | Comerica Bank | 942 | $40K | 0.0% | +95.0% | 0.009% | |
2/14/2025 | Quarry LP | 1,960 | $82K | 0.0% | N/A | 0.018% | |
2/14/2025 | Stifel Financial Corp | 42,923 | $1.80M | 0.0% | +11.5% | 0.399% | |
2/13/2025 | NewEdge Advisors LLC | 5,223 | $219K | 0.0% | N/A | 0.048% | |
2/13/2025 | Guggenheim Capital LLC | 86,996 | $3.65M | 0.0% | +3.9% | 0.808% | |
2/13/2025 | LaSalle St. Investment Advisors LLC | 16,915 | $710K | 0.2% | +46.8% | 0.157% | |
2/13/2025 | Mariner LLC | 31,495 | $1.32M | 0.0% | +20.4% | 0.292% | |
2/13/2025 | Cohen & Steers Inc. | 26,164 | $1.10M | 0.0% | +63.5% | 0.243% | |
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2/13/2025 | Concorde Asset Management LLC | 15,303 | $643K | 0.3% | N/A | 0.142% | |
2/13/2025 | Monetary Management Group Inc. | 25,509 | $1.07M | 0.3% | +29.3% | 0.237% | |
2/13/2025 | Jaffetilchin Investment Partners LLC | 5,239 | $220K | 0.0% | +13.3% | 0.049% | |
2/13/2025 | Raymond James Financial Inc. | 170,425 | $7.16M | 0.0% | N/A | 1.582% | |
2/13/2025 | Invesco Ltd. | 25,621 | $1.08M | 0.0% | N/A | 0.238% | |
2/13/2025 | Aristides Capital LLC | 269,253 | $11.31M | 2.3% | +128.7% | 2.500% | |
2/13/2025 | Sit Investment Associates Inc. | 190,690 | $8.01M | 0.2% | +44.7% | 1.771% | |
2/13/2025 | Wells Fargo & Company MN | 222,159 | $9.33M | 0.0% | +1,713.7% | 2.063% | |
2/12/2025 | Arete Wealth Advisors LLC | 117,999 | $4.97M | 0.4% | -10.1% | 1.096% | |
2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 127,580 | $5.36M | 1.7% | +28.8% | 1.185% | |
2/12/2025 | CIBC Private Wealth Group LLC | 1,002 | $44K | 0.0% | -33.3% | 0.009% | |
2/12/2025 | JPMorgan Chase & Co. | 593 | $25K | 0.0% | N/A | 0.006% | |
2/11/2025 | LPL Financial LLC | 63,148 | $2.65M | 0.0% | -12.5% | 0.586% | |
2/11/2025 | 1620 Investment Advisors Inc. | 19,236 | $808K | 0.6% | N/A | 0.179% | |
2/10/2025 | Advisors Asset Management Inc. | 386,221 | $16.22M | 0.3% | +53.8% | 3.588% | |
2/10/2025 | Harbour Investments Inc. | 4,160 | $175K | 0.0% | +1,130.8% | 0.039% | |
2/10/2025 | Commonwealth Equity Services LLC | 16,082 | $675K | 0.0% | +46.2% | 0.149% | |
2/7/2025 | HighTower Advisors LLC | 57,529 | $2.42M | 0.0% | N/A | 0.534% | |
2/7/2025 | Moors & Cabot Inc. | 9,527 | $400K | 0.0% | N/A | 0.088% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 4,174 | $175K | 0.0% | +42.3% | 0.039% | |
2/6/2025 | Raymond James Financial Inc. | 170,425 | $7.16M | 0.0% | N/A | 1.583% | |
2/6/2025 | Bard Associates Inc. | 15,895 | $668K | 0.2% | +75.3% | 0.148% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 12,192 | $512K | 0.0% | +625.7% | 0.113% | |
2/5/2025 | Noble Wealth Management PBC | 725 | $30K | 0.0% | N/A | 0.007% | |
2/5/2025 | Oppenheimer & Co. Inc. | 23,744 | $997K | 0.0% | +22.5% | 0.220% | |
1/31/2025 | Robinson Capital Management LLC | 17,437 | $732K | 0.3% | N/A | 0.162% | |
1/31/2025 | D.A. Davidson & CO. | 13,393 | $563K | 0.0% | +15.1% | 0.124% | |
1/31/2025 | Sanctuary Advisors LLC | 23,841 | $1.08M | 0.0% | +11.7% | 0.221% | |
1/30/2025 | Meixler Investment Management Ltd. | 122,642 | $5.15M | 3.8% | N/A | 1.139% | |
1/30/2025 | Principal Securities Inc. | 1,085 | $46K | 0.0% | N/A | 0.010% | |
1/30/2025 | Quadrant Private Wealth Management LLC | 18,472 | $776K | 0.2% | -2.6% | 0.172% | |
1/30/2025 | Values Added Financial LLC | 7,334 | $308K | 0.2% | N/A | 0.068% | |
1/29/2025 | MGB Wealth Management LLC | 23,037 | $968K | 0.3% | +8.2% | 0.214% | |
1/29/2025 | Allspring Global Investments Holdings LLC | 273,402 | $11.48M | 0.0% | -9.0% | 2.540% | |
1/27/2025 | Financial Advocates Investment Management | 31,059 | $1.30M | 0.1% | +337.1% | 0.288% | |
1/27/2025 | Kercheville Advisors LLC | 11,436 | $480K | 0.2% | N/A | 0.106% | |
1/27/2025 | Verity Asset Management Inc. | 5,974 | $251K | 0.1% | N/A | 0.055% | |
1/24/2025 | Calamos Advisors LLC | 7,824 | $329K | 0.0% | N/A | 0.073% | |
1/24/2025 | Matisse Capital | 61,020 | $2.56M | 1.3% | -23.7% | 0.567% | |
1/24/2025 | Catalina Capital Group LLC | 6,332 | $266K | 0.1% | N/A | 0.059% | |
1/24/2025 | Absolute Investment Advisers LLC | 5,086 | $214K | 0.0% | N/A | 0.047% | |
1/24/2025 | Eagle Bluffs Wealth Management LLC | 83,752 | $3.52M | 1.9% | -20.9% | 0.778% | |
1/24/2025 | DAVENPORT & Co LLC | 7,622 | $320K | 0.0% | +13.6% | 0.071% | |
1/23/2025 | Hartford Financial Management Inc. | 803 | $34K | 0.0% | +37.5% | 0.007% | |
1/17/2025 | Janney Montgomery Scott LLC | 31,715 | $1.33M | 0.0% | +39.7% | 0.294% | |
1/16/2025 | Bayshore Asset Management LLC | 18,679 | $785K | 0.4% | +6.6% | 0.174% | |
1/15/2025 | LongView Wealth Management | 6,990 | $294K | 0.1% | N/A | 0.065% | |
1/15/2025 | First National Bank of Mount Dora Trust Investment Services | 4,892 | $205K | 0.0% | N/A | 0.045% | |
1/14/2025 | 180 Wealth Advisors LLC | 52,286 | $2.20M | 0.3% | -3.2% | 0.486% | |
1/13/2025 | Eastern Bank | 2,952 | $124K | 0.0% | N/A | 0.027% | |
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1/7/2025 | Diversified Trust Co | 11,466 | $482K | 0.0% | N/A | 0.107% | |
11/25/2024 | Sanctuary Advisors LLC | 21,347 | $838K | 0.0% | +58.6% | 0.198% | |
11/18/2024 | Arete Wealth Advisors LLC | 131,324 | $5.16M | 0.4% | -0.5% | 1.219% | |
11/15/2024 | Stifel Financial Corp | 38,483 | $1.51M | 0.0% | +7.7% | 0.357% | |
11/14/2024 | De Lisle Partners LLP | 66,093 | $2.59M | 0.4% | +42.3% | 0.614% | |
11/13/2024 | D.A. Davidson & CO. | 11,636 | $457K | 0.0% | +6.0% | 0.108% | |
11/8/2024 | Advisors Asset Management Inc. | 251,075 | $9.86M | 0.2% | +12.9% | 2.331% | |
11/6/2024 | Bard Associates Inc. | 9,066 | $356K | 0.1% | N/A | 0.084% | |
11/6/2024 | Oppenheimer & Co. Inc. | 19,379 | $761K | 0.0% | -6.5% | 0.180% | |
11/4/2024 | Eagle Bluffs Wealth Management LLC | 105,903 | $4.16M | 2.2% | +0.8% | 0.983% | |