8/5/2025 | Pacific Wealth Strategies Group Inc. | 66,683 | $667K | 0.4% | -17.8% | 0.139% | |
8/1/2025 | Envestnet Asset Management Inc. | 31,083 | $322K | 0.0% | +3.6% | 0.065% | |
7/30/2025 | D.A. Davidson & CO. | 42,465 | $440K | 0.0% | -5.4% | 0.089% | |
7/17/2025 | Janney Montgomery Scott LLC | 32,167 | $334K | 0.0% | -6.0% | 0.067% | |
7/17/2025 | Sound Income Strategies LLC | 4,784 | $50K | 0.0% | N/A | 0.010% | |
7/17/2025 | Clay Northam Wealth Management LLC | 30,147 | $313K | 0.2% | +33.4% | 0.063% | |
5/16/2025 | NewEdge Advisors LLC | 27,810 | $295K | 0.0% | -29.2% | 0.058% | |
5/16/2025 | Advisors Asset Management Inc. | 632,132 | $6.71M | 0.1% | +9.9% | 1.320% | |
5/15/2025 | Royal Bank of Canada | 40,112 | $426K | 0.0% | -8.1% | 0.084% | |
5/15/2025 | Baird Financial Group Inc. | 17,630 | $187K | 0.0% | -74.3% | 0.037% | |
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5/9/2025 | Atria Wealth Solutions Inc. | 284,258 | $3.02M | 0.0% | +11.3% | 0.594% | |
5/7/2025 | LPL Financial LLC | 140,907 | $1.50M | 0.0% | +16.8% | 0.294% | |
4/28/2025 | D.A. Davidson & CO. | 44,892 | $476K | 0.0% | +5.7% | 0.094% | |
4/17/2025 | Janney Montgomery Scott LLC | 34,220 | $363K | 0.0% | +5.9% | 0.000% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 303,999 | $3.23M | 0.1% | -14.4% | 0.000% | |
4/8/2025 | Myecfo LLC | 10,700 | $114K | 0.1% | N/A | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 20,620 | $226K | 0.0% | +5.1% | 0.000% | |
2/18/2025 | Western Wealth Management LLC | 34,636 | $379K | 0.1% | +34.3% | 0.000% | |
2/17/2025 | Napa Wealth Management | 11,734 | $128K | 0.1% | -8.9% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 24,779 | $271K | 0.0% | -7.1% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 185,398 | $2.03M | 0.0% | +8.2% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 119,647 | $1.31M | 0.0% | +212.3% | 0.000% | |
2/14/2025 | AQR Arbitrage LLC | 33,398 | $365K | 0.0% | -84.4% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 10,652 | $117K | 0.0% | N/A | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 39,280 | $430K | 0.0% | N/A | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 958,064 | $10.48M | 0.1% | -12.8% | 0.000% | |
2/13/2025 | Walleye Capital LLC | 26,609 | $291K | 0.0% | N/A | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 55,395 | $606K | 0.0% | N/A | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 74,374 | $814K | 0.0% | +78.9% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 513,271 | $5.62M | 0.0% | +15.9% | 0.000% | |
2/11/2025 | LPL Financial LLC | 120,617 | $1.32M | 0.0% | +1.1% | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 575,122 | $6.29M | 0.1% | -1.2% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 127,051 | $1.39M | 0.0% | -2.8% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 55,395 | $606K | 0.0% | N/A | 0.000% | |
1/31/2025 | Atria Wealth Solutions Inc. | 255,413 | $2.79M | 0.0% | +67.7% | 0.000% | |
1/31/2025 | D.A. Davidson & CO. | 42,465 | $465K | 0.0% | +11.4% | 0.000% | |
1/31/2025 | Sanctuary Advisors LLC | 42,445 | $463K | 0.0% | -13.5% | 0.000% | |
1/28/2025 | Pacific Wealth Strategies Group Inc. | 81,335 | $890K | 0.6% | +3.2% | 0.000% | |
1/24/2025 | Clay Northam Wealth Management LLC | 23,600 | $258K | 0.2% | -15.3% | 0.000% | |
1/15/2025 | Cypress Wealth Services LLC | 65,608 | $718K | 0.1% | N/A | 0.000% | |
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1/15/2025 | Hennion & Walsh Asset Management Inc. | 355,188 | $3.89M | 0.2% | -4.3% | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 49,073 | $507K | 0.0% | +32.1% | 0.000% | |
11/13/2024 | D.A. Davidson & CO. | 38,115 | $415K | 0.0% | -9.8% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 582,252 | $6.34M | 0.1% | +6.3% | 0.000% | |
11/7/2024 | Napa Wealth Management | 12,884 | $140K | 0.1% | N/A | 0.000% | |
10/25/2024 | SteelPeak Wealth LLC | 13,200 | $144K | 0.0% | N/A | 0.000% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 371,004 | $4.04M | 0.2% | -3.5% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 22,869 | $249K | 0.0% | +989.0% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 37,135 | $356K | 0.0% | N/A | 0.000% | |
8/15/2024 | Logan Stone Capital LLC | 527,235 | $5.49M | 1.4% | -41.4% | 0.000% | |
8/14/2024 | Evoke Wealth LLC | 45,000 | $469K | 0.6% | -23.2% | 0.000% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 36,220 | $377K | 0.0% | +138.6% | 0.000% | |
8/8/2024 | Vanguard Capital Wealth Advisors | 20,000 | $208K | 0.1% | +42.9% | 0.000% | |
8/8/2024 | NINE MASTS CAPITAL Ltd | 31,971 | $333K | 0.1% | -65.9% | 0.000% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 3,628 | $38K | 0.0% | N/A | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 124,653 | $1.30M | 0.0% | +40.8% | 0.000% | |
7/31/2024 | Rothschild Investment LLC | 3,232 | $34K | 0.0% | N/A | 0.000% | |
7/22/2024 | Pacific Wealth Strategies Group Inc. | 79,295 | $826K | 0.7% | +17.8% | 0.000% | |
7/22/2024 | Atria Wealth Solutions Inc. | 146,272 | $1.52M | 0.0% | -2.5% | 0.000% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 384,479 | $4.01M | 0.2% | +10.0% | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 17,352 | $173K | 0.0% | N/A | 0.000% | |
5/20/2024 | Virtu Financial LLC | 20,304 | $202K | 0.0% | N/A | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 414,664 | $4.13M | 0.1% | +16.0% | 0.000% | |
5/14/2024 | Robinson Capital Management LLC | 302,776 | $2.91M | 1.0% | -3.8% | 0.000% | |
5/14/2024 | RB Capital Management LLC | 11,123 | $111K | 0.0% | -10.5% | 0.000% | |
5/2/2024 | Pacific Wealth Strategies Group Inc. | 67,320 | $671K | 0.6% | +7.8% | 0.141% | |
4/30/2024 | Commonwealth Equity Services LLC | 88,524 | $882K | 0.0% | +6.2% | 0.185% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 349,547 | $3.48M | 0.2% | -6.9% | 0.730% | |
4/16/2024 | Vanguard Capital Wealth Advisors | 14,000 | $139K | 0.1% | +40.0% | 0.029% | |
2/22/2024 | Napa Wealth Management | 53,615 | $525K | 0.3% | N/A | 0.112% | |
2/14/2024 | Vivaldi Capital Management LP | 43,217 | $419K | 0.1% | -4.8% | 0.090% | |
2/13/2024 | Aristides Capital LLC | 20,884 | $205K | 0.1% | N/A | 0.044% | |
2/12/2024 | Evoke Wealth LLC | 58,605 | $574K | 0.0% | -45.8% | 0.122% | |
2/12/2024 | Weiss Asset Management LP | 21,565 | $211K | 0.0% | N/A | 0.045% | |
2/8/2024 | Robinson Capital Management LLC | 314,661 | $3.09M | 1.1% | +445.6% | 0.657% | |
2/5/2024 | Alpha Cubed Investments LLC | 10,550 | $103K | 0.0% | -34.3% | 0.022% | |
2/2/2024 | Atria Wealth Solutions Inc. | 148,796 | $1.46M | 0.0% | +37.9% | 0.311% | |
2/1/2024 | Wolverine Asset Management LLC | 44,686 | $438K | 0.0% | +197.6% | 0.093% | |
2/1/2024 | Pacific Wealth Strategies Group Inc. | 62,470 | $612K | 0.6% | +7.4% | 0.130% | |
1/31/2024 | Western Wealth Management LLC | 37,638 | $369K | 0.0% | -14.3% | 0.079% | |
1/31/2024 | WestHill Financial Advisors Inc. | 11,925 | $117K | 0.0% | N/A | 0.025% | |
1/25/2024 | International Assets Investment Management LLC | 20,580 | $2.10M | 0.0% | N/A | 0.043% | |
1/24/2024 | International Assets Investment Management LLC | 20,580 | $2.10M | 0.0% | N/A | 0.043% | |
1/23/2024 | TriaGen Wealth Management LLC | 10,300 | $101K | 0.0% | N/A | 0.022% | |
11/16/2023 | RB Capital Management LLC | 12,289 | $104K | 0.0% | -37.1% | 0.026% | |
11/15/2023 | Advisors Asset Management Inc. | 184,236 | $1.55M | 0.0% | +19.1% | 0.385% | |
11/14/2023 | AQR Arbitrage LLC | 317,422 | $2.68M | 0.1% | +46.5% | 0.663% | |
11/14/2023 | Saba Capital Management L.P. | 198,638 | $1.68M | 0.0% | +25.9% | 0.415% | |
11/14/2023 | Robinson Capital Management LLC | 57,672 | $480K | 0.2% | N/A | 0.120% | |
11/13/2023 | Wolverine Asset Management LLC | 15,015 | $127K | 0.0% | N/A | 0.031% | |
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11/9/2023 | UBS Group AG | 471,460 | $3.97M | 0.0% | -10.2% | 0.984% | |
11/8/2023 | Fort Point Capital Partners LLC | 29,948 | $252K | 0.0% | +104.9% | 0.063% | |
11/8/2023 | D.A. Davidson & CO. | 48,081 | $405K | 0.0% | +11.9% | 0.100% | |
11/8/2023 | Janney Montgomery Scott LLC | 19,389 | $163K | 0.0% | -23.6% | 0.040% | |
11/8/2023 | Atria Wealth Solutions Inc. | 107,910 | $910K | 0.0% | +5.6% | 0.225% | |
11/6/2023 | Pacific Wealth Strategies Group Inc. | 58,190 | $491K | 0.5% | -32.6% | 0.122% | |
10/30/2023 | Beach Point Capital Management LP | 372,599 | $3.14M | 1.9% | +15.1% | 0.778% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 351,698 | $2.97M | 0.2% | +22.3% | 0.734% | |
10/24/2023 | Raymond James & Associates | 43,416 | $366K | 0.0% | +39.2% | 0.091% | |
10/24/2023 | Kingswood Wealth Advisors LLC | 11,297 | $95K | 0.0% | N/A | 0.024% | |