12/1/2023 | B. Riley Wealth Advisors Inc. | 54,200 | $33K | 0.0% | -73.7% | 0.160% | |
8/15/2023 | Wells Fargo & Company MN | 631,166 | $625K | 0.0% | -5.0% | 1.870% | |
8/11/2023 | JPMorgan Chase & Co. | 137,802 | $136K | 0.0% | -66.3% | 0.408% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 205,712 | $204K | 0.0% | -32.0% | 0.609% | |
5/18/2023 | JPMorgan Chase & Co. | 409,201 | $1.23M | 0.0% | -3.4% | 1.212% | |
5/17/2023 | B. Riley Wealth Advisors Inc. | 302,495 | $907K | 0.0% | -12.4% | 0.896% | |
|
5/16/2023 | Susquehanna International Group LLP | 24,868 | $75K | 0.0% | +145.1% | 0.074% | |
5/3/2023 | Symphony Financial Ltd. Co. | 13,360 | $41K | 0.0% | N/A | 0.040% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 345,340 | $1.09M | 0.0% | +5.5% | 1.023% | |
2/21/2023 | B. Riley Wealth Advisors Inc. | 345,340 | $1.09M | 0.0% | +5.5% | 1.035% | |
2/15/2023 | Morgan Stanley | 204,190 | $645K | 0.0% | -10.9% | 0.612% | |
2/15/2023 | Evergreen Capital Management LLC | 804,289 | $2.54M | 0.1% | +15.3% | 2.409% | |
2/13/2023 | Wells Fargo & Company MN | 666,835 | $2.11M | 0.0% | -1.6% | 1.998% | |
2/13/2023 | JPMorgan Chase & Co. | 423,713 | $1.34M | 0.0% | -11.0% | 1.269% | |
2/10/2023 | Bank of America Corp DE | 75,275 | $238K | 0.0% | -24.5% | 0.226% | |
2/3/2023 | U.S. Capital Wealth Advisors LLC | 10,033 | $32K | 0.0% | -66.8% | 0.030% | |
2/1/2023 | Janney Montgomery Scott LLC | 10,050 | $32K | 0.0% | N/A | 0.030% | |
1/31/2023 | Wedbush Securities Inc. | 22,844 | $72K | 0.0% | N/A | 0.068% | |
11/22/2022 | B. Riley Wealth Advisors Inc. | 327,411 | $1.32M | 0.0% | N/A | 0.981% | |
11/15/2022 | Evergreen Capital Management LLC | 697,662 | $2.81M | 0.1% | -23.6% | 2.090% | |
11/14/2022 | Blackstone Inc. | 78,315 | $315K | 0.0% | +24.9% | 0.235% | |
11/7/2022 | Virtu Financial LLC | 12,238 | $49K | 0.0% | N/A | 0.037% | |
9/9/2022 | B. Riley Wealth Management Inc. | 353,747 | $1.84M | 0.0% | +248.0% | 1.060% | |
8/13/2022 | Wells Fargo & Company MN | 653,864 | $3.40M | 0.0% | -9.4% | 1.959% | |
8/11/2022 | JPMorgan Chase & Co. | 478,886 | $2.49M | 0.0% | -6.5% | 1.435% | |
8/2/2022 | Avantax Advisory Services Inc. | 14,535 | $76K | 0.0% | -13.6% | 0.044% | |
6/7/2022 | Bank of America Corp DE | 136,097 | $820K | 0.0% | +6.9% | 0.408% | |
5/18/2022 | BNP Paribas Arbitrage SA | 24,437 | $147K | 0.0% | N/A | 0.073% | |
5/17/2022 | Evergreen Capital Management LLC | 958,048 | $5.77M | 0.2% | +11.6% | 2.870% | |
5/16/2022 | Blackstone Inc. | 67,098 | $404K | 0.0% | -12.3% | 0.239% | |
5/16/2022 | UBS Group AG | 21,671 | $130K | 0.0% | +12.0% | 0.077% | |
5/12/2022 | U.S. Capital Wealth Advisors LLC | 30,227 | $182K | 0.0% | +201.3% | 0.108% | |
5/12/2022 | Citigroup Inc. | 25,685 | $155K | 0.0% | -14.7% | 0.091% | |
5/11/2022 | JPMorgan Chase & Co. | 512,198 | $3.08M | 0.0% | +63.9% | 1.824% | |
5/10/2022 | B. Riley Wealth Management Inc. | 101,640 | $612K | 0.0% | +18.7% | 0.362% | |
3/11/2022 | Evergreen Capital Management LLC | 858,473 | $4.54M | 0.2% | +8.1% | 3.101% | |
2/10/2022 | Acadian Asset Management LLC | 6,137 | $32K | 0.0% | -81.5% | 0.022% | |
2/10/2022 | B. Riley Wealth Management Inc. | 85,597 | $453K | 0.0% | +56.5% | 0.309% | |
1/24/2022 | Avantax Advisory Services Inc. | 16,830 | $89K | 0.0% | -11.7% | 0.061% | |
11/15/2021 | Evergreen Capital Management LLC | 794,198 | $4.96M | 0.2% | +28.3% | 2.869% | |
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11/15/2021 | HighTower Advisors LLC | 31,300 | $195K | 0.0% | N/A | 0.113% | |
11/12/2021 | Arrowstreet Capital Limited Partnership | 49,654 | $310K | 0.0% | -28.5% | 0.179% | |
11/12/2021 | B. Riley Wealth Management Inc. | 54,684 | $341K | 0.0% | N/A | 0.198% | |
11/10/2021 | Citigroup Inc. | 33,864 | $211K | 0.0% | +58.2% | 0.122% | |
11/1/2021 | U.S. Capital Wealth Advisors LLC | 10,033 | $63K | 0.0% | N/A | 0.036% | |
10/26/2021 | Crescent Grove Advisors LLC | 16,060 | $100K | 0.0% | N/A | 0.058% | |
8/25/2021 | Marshall Wace LLP | 19,840 | $150K | 0.0% | +32.9% | 0.072% | |
8/18/2021 | Blackstone Inc | 75,747 | $572K | 0.0% | -14.5% | 0.274% | |
8/17/2021 | Wells Fargo & Company MN | 892,810 | $6.75M | 0.0% | +8.8% | 3.225% | |
8/17/2021 | Salem Investment Counselors Inc. | 61,719 | $466K | 0.0% | N/A | 0.223% | |
8/16/2021 | Blackstone Inc | 75,747 | $572K | 0.0% | -14.5% | 0.274% | |
8/16/2021 | Morgan Stanley | 412,617 | $3.12M | 0.0% | +8.8% | 1.490% | |
8/16/2021 | Marshall Wace LLP | 19,840 | $150K | 0.0% | +32.9% | 0.072% | |
8/13/2021 | Jump Financial LLC | 10,300 | $78K | 0.0% | N/A | 0.037% | |
8/13/2021 | California Public Employees Retirement System | 12,209 | $92K | 0.0% | -85.0% | 0.044% | |
8/12/2021 | JPMorgan Chase & Co. | 420,903 | $3.18M | 0.0% | -2.2% | 1.520% | |
8/10/2021 | Citigroup Inc. | 21,411 | $162K | 0.0% | +84.2% | 0.077% | |
7/31/2021 | Symphony Financial Ltd. Co. | 12,320 | $94K | 0.0% | -29.2% | 0.044% | |
7/28/2021 | Usca Ria LLC | 32,033 | $242K | 0.0% | -14.8% | 0.116% | |
5/21/2021 | Citadel Advisors LLC | 19,673 | $115K | 0.0% | -10.9% | 0.071% | |
5/19/2021 | Blackstone Group Inc. | 88,638 | $519K | 0.0% | -4.2% | 0.320% | |
5/18/2021 | Morgan Stanley | 379,289 | $2.22M | 0.0% | +6.6% | 1.370% | |
5/18/2021 | Blackstone Group Inc. | 88,638 | $519K | 0.0% | -4.2% | 0.320% | |
5/18/2021 | Citadel Advisors LLC | 19,673 | $115K | 0.0% | -10.9% | 0.071% | |
5/14/2021 | Arrowstreet Capital Limited Partnership | 69,463 | $406K | 0.0% | -38.4% | 0.251% | |
5/12/2021 | JPMorgan Chase & Co. | 430,464 | $2.52M | 0.0% | -16.1% | 1.555% | |
5/12/2021 | UBS Group AG | 18,901 | $111K | 0.0% | -11.5% | 0.068% | |
5/11/2021 | Acadian Asset Management LLC | 10,209 | $60K | 0.0% | N/A | 0.037% | |
5/7/2021 | Meridian Wealth Management LLC | 32,797 | $192K | 0.0% | -26.7% | 0.118% | |
4/29/2021 | Paradigm Strategies in Wealth Management LLC | 6,760 | $40K | 0.0% | N/A | 0.024% | |
4/15/2021 | Symphony Financial Ltd. Co. | 17,391 | $103K | 0.0% | +26.4% | 0.063% | |
2/24/2021 | Virtu Financial LLC | 42,398 | $145K | 0.0% | N/A | 0.155% | |
2/19/2021 | JPMorgan Chase & Co. | 513,086 | $1.75M | 0.0% | +5.2% | 1.879% | |
2/11/2021 | Citigroup Inc. | 10,966 | $37K | 0.0% | +174.5% | 0.040% | |
1/27/2021 | Usca Ria LLC | 37,585 | $128K | 0.0% | -16.5% | 0.138% | |
1/22/2021 | Avantax Advisory Services Inc. | 20,281 | $69K | 0.0% | -37.9% | 0.074% | |
1/19/2021 | Meridian Wealth Management LLC | 44,725 | $152K | 0.0% | -39.7% | 0.164% | |
11/13/2020 | Morgan Stanley | 372,006 | $1.18M | 0.0% | -15.9% | 1.362% | |
11/12/2020 | JPMorgan Chase & Co. | 487,696 | $1.56M | 0.0% | +2.6% | 1.786% | |
10/14/2020 | Avantax Advisory Services Inc. | 32,681 | $100K | 0.0% | +47.9% | 0.120% | |
8/18/2020 | Blackstone Group Inc | 87,427 | $279K | 0.0% | N/A | 0.320% | |
8/14/2020 | Bank of America Corp DE | 118,835 | $378K | 0.0% | -80.0% | 0.435% | |
8/12/2020 | Goldman Sachs Group Inc. | 175,000 | $558K | 0.0% | -23.9% | 0.641% | |
8/7/2020 | Virtu Financial LLC | 16,542 | $53K | 0.0% | N/A | 0.061% | |
5/15/2020 | EJF Capital LLC | 55,000 | $158K | 0.0% | -15.4% | 0.201% | |
5/15/2020 | Morgan Stanley | 536,563 | $1.55M | 0.0% | +434.7% | 1.965% | |
5/15/2020 | Cohen & Steers Inc. | 106,671 | $307K | 0.0% | -67.6% | 0.391% | |
5/14/2020 | Wells Fargo & Company MN | 586,297 | $1.69M | 0.0% | +45.2% | 2.147% | |
5/14/2020 | Tortoise Capital Advisors L.L.C. | 1,581,737 | $4.56M | 0.1% | -16.3% | 5.793% | |
5/12/2020 | JPMorgan Chase & Co. | 398,709 | $1.15M | 0.0% | +3.4% | 1.460% | |
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5/6/2020 | Russell Investments Group Ltd. | 13,691 | $39K | 0.0% | -59.7% | 0.050% | |
5/1/2020 | UBS Group AG | 36,167 | $104K | 0.0% | -14.5% | 0.132% | |
4/30/2020 | Avantax Advisory Services Inc. | 21,995 | $64K | 0.0% | +26.9% | 0.081% | |
2/14/2020 | UBS Group AG | 42,291 | $419K | 0.0% | -28.3% | 0.157% | |