2/22/2024 | Napa Wealth Management | 53,615 | $0.53M | 0.3% | N/A | 0.112% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 16,601 | $0.16M | 0.0% | -13.0% | 0.035% | |
2/15/2024 | Baird Financial Group Inc. | 43,594 | $0.43M | 0.0% | +11.4% | 0.091% | |
2/14/2024 | Royal Bank of Canada | 24,325 | $0.24M | 0.0% | +4.9% | 0.051% | |
2/14/2024 | Vivaldi Capital Management LP | 43,217 | $0.42M | 0.1% | -4.8% | 0.090% | |
2/13/2024 | Envestnet Asset Management Inc. | 17,636 | $0.17M | 0.0% | N/A | 0.037% | |
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2/13/2024 | Aristides Capital LLC | 20,884 | $0.21M | 0.1% | N/A | 0.044% | |
2/12/2024 | Evoke Wealth LLC | 58,605 | $0.57M | 0.0% | -45.8% | 0.122% | |
2/12/2024 | Weiss Asset Management LP | 21,565 | $0.21M | 0.0% | N/A | 0.045% | |
2/9/2024 | UBS Group AG | 252,783 | $2.48M | 0.0% | -46.4% | 0.528% | |
2/8/2024 | Robinson Capital Management LLC | 314,661 | $3.09M | 1.1% | +445.6% | 0.657% | |
2/8/2024 | Janney Montgomery Scott LLC | 40,194 | $0.39M | 0.0% | +107.3% | 0.084% | |
2/5/2024 | Alpha Cubed Investments LLC | 10,550 | $0.10M | 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 | $0.44M | 0.0% | +197.6% | 0.093% | |
2/1/2024 | Pacific Wealth Strategies Group Inc. | 62,470 | $0.61M | 0.6% | +7.4% | 0.130% | |
1/31/2024 | Western Wealth Management LLC | 37,638 | $0.37M | 0.0% | -14.3% | 0.079% | |
1/31/2024 | WestHill Financial Advisors Inc. | 11,925 | $0.12M | 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 | $0.10M | 0.0% | N/A | 0.022% | |
11/21/2023 | Walleye Capital LLC | 38,975 | $0.33M | 0.0% | -15.9% | 0.081% | |
11/21/2023 | Comerica Bank | 4,010 | $34K | 0.0% | N/A | 0.008% | |
11/16/2023 | RB Capital Management LLC | 12,289 | $0.10M | 0.0% | -37.1% | 0.026% | |
11/15/2023 | Ameriprise Financial Inc. | 30,376 | $0.26M | 0.0% | +5.6% | 0.063% | |
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 | $0.48M | 0.2% | N/A | 0.120% | |
11/13/2023 | Stifel Financial Corp | 10,471 | $88K | 0.0% | N/A | 0.022% | |
11/13/2023 | Mariner LLC | 42,243 | $0.36M | 0.0% | -23.7% | 0.088% | |
11/13/2023 | LPL Financial LLC | 35,024 | $0.30M | 0.0% | +14.0% | 0.073% | |
11/13/2023 | Wolverine Asset Management LLC | 15,015 | $0.13M | 0.0% | N/A | 0.031% | |
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 | $0.25M | 0.0% | +104.9% | 0.063% | |
11/8/2023 | D.A. Davidson & CO. | 48,081 | $0.41M | 0.0% | +11.9% | 0.100% | |
11/8/2023 | Janney Montgomery Scott LLC | 19,389 | $0.16M | 0.0% | -23.6% | 0.040% | |
11/8/2023 | Atria Wealth Solutions Inc. | 107,910 | $0.91M | 0.0% | +5.6% | 0.225% | |
11/6/2023 | Pacific Wealth Strategies Group Inc. | 58,190 | $0.49M | 0.5% | -32.6% | 0.122% | |
10/30/2023 | Beach Point Capital Management LP | 372,599 | $3.14M | 1.9% | +15.1% | 0.778% | |
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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 | $0.37M | 0.0% | +39.2% | 0.091% | |
10/24/2023 | Kingswood Wealth Advisors LLC | 11,297 | $95K | 0.0% | N/A | 0.024% | |
8/21/2023 | Osaic Holdings Inc. | 452,018 | $4.33M | 0.0% | +21.5% | 0.944% | |
8/15/2023 | Wells Fargo & Company MN | 288,018 | $2.76M | 0.0% | -0.5% | 0.601% | |
8/15/2023 | Walleye Capital LLC | 46,325 | $0.44M | 0.0% | N/A | 0.097% | |
8/15/2023 | Woodline Partners LP | 137,587 | $1.32M | 0.0% | +36.6% | 0.287% | |
8/15/2023 | Royal Bank of Canada | 34,252 | $0.33M | 0.0% | -20.7% | 0.072% | |
8/14/2023 | Fort Point Capital Partners LLC | 14,614 | $0.14M | 0.0% | N/A | 0.031% | |
8/14/2023 | Mirador Capital Partners LP | 11,773 | $0.11M | 0.0% | -44.8% | 0.025% | |
8/14/2023 | First Foundation Advisors | 10,446 | $100K | 0.0% | N/A | 0.022% | |
8/11/2023 | Baird Financial Group Inc. | 39,200 | $0.38M | 0.0% | +23.2% | 0.082% | |
8/11/2023 | Karpus Management Inc. | 26,822 | $0.26M | 0.0% | -3.9% | 0.056% | |
8/11/2023 | Landscape Capital Management L.L.C. | 29,401 | $0.28M | 0.0% | +173.6% | 0.061% | |
8/11/2023 | Guggenheim Capital LLC | 879,494 | $8.43M | 0.1% | +11.2% | 1.836% | |
8/11/2023 | D.A. Davidson & CO. | 42,956 | $0.41M | 0.0% | +11.9% | 0.090% | |
8/10/2023 | Osaic Holdings Inc. | 452,018 | $4.33M | 0.0% | +21.5% | 0.944% | |
8/10/2023 | Beach Point Capital Management LP | 323,732 | $3.10M | 1.3% | N/A | 0.676% | |
8/10/2023 | Commonwealth Equity Services LLC | 84,440 | $0.81M | 0.0% | +4.0% | 0.176% | |
8/8/2023 | RB Capital Management LLC | 19,552 | $0.19M | 0.0% | -10.3% | 0.041% | |
8/3/2023 | Atria Wealth Solutions Inc. | 102,150 | $0.98M | 0.0% | -6.3% | 0.213% | |
7/31/2023 | LPL Financial LLC | 30,719 | $0.29M | 0.0% | +11.7% | 0.064% | |
7/26/2023 | Janney Montgomery Scott LLC | 25,389 | $0.24M | 0.0% | +21.1% | 0.053% | |
7/26/2023 | Pacific Wealth Strategies Group Inc. | 86,350 | $0.83M | 0.8% | -1.5% | 0.180% | |
7/25/2023 | Raymond James & Associates | 31,200 | $0.30M | 0.0% | +31.6% | 0.065% | |
5/22/2023 | Ameriprise Financial Inc. | 32,641 | $0.33M | 0.0% | +13.4% | 0.068% | |
5/18/2023 | JPMorgan Chase & Co. | 8,672 | $88K | 0.0% | N/A | 0.018% | |
5/16/2023 | Snowden Capital Advisors LLC | 118,907 | $1.21M | 0.0% | +11.2% | 0.248% | |
5/15/2023 | Cetera Investment Advisers | 19,539 | $0.20M | 0.0% | +66.1% | 0.041% | |
5/12/2023 | Advisors Asset Management Inc. | 155,686 | $1.58M | 0.0% | +45.7% | 0.325% | |
5/12/2023 | Bank of America Corp DE | 250,381 | $2.55M | 0.0% | -3.5% | 0.523% | |
5/12/2023 | UBS Group AG | 539,826 | $5.49M | 0.0% | +30.0% | 1.127% | |
5/12/2023 | Core Wealth Partners LLC | 40,866 | $0.42M | 0.4% | +251.2% | 0.085% | |
5/11/2023 | Commonwealth Equity Services LLC | 81,177 | $0.83M | 0.0% | -8.6% | 0.170% | |
5/11/2023 | Guggenheim Capital LLC | 790,642 | $8.04M | 0.1% | +16.9% | 1.651% | |
5/10/2023 | Landscape Capital Management L.L.C. | 10,745 | $0.11M | 0.0% | -72.8% | 0.022% | |
5/8/2023 | Evoke Wealth LLC | 99,205 | $1.01M | 0.0% | -1.7% | 0.207% | |
5/1/2023 | Virtu Financial LLC | 13,748 | $0.14M | 0.0% | N/A | 0.029% | |
4/28/2023 | Janney Montgomery Scott LLC | 20,972 | $0.21M | 0.0% | +23.6% | 0.044% | |
4/25/2023 | D.A. Davidson & CO. | 38,391 | $0.39M | 0.0% | -10.9% | 0.080% | |
4/20/2023 | Hennion & Walsh Asset Management Inc. | 226,457 | $2.30M | 0.1% | +37.2% | 0.473% | |
4/20/2023 | Clay Northam Wealth Management LLC | 29,050 | $0.30M | 0.3% | -9.4% | 0.061% | |
4/14/2023 | Raymond James & Associates | 23,700 | $0.24M | 0.0% | +15.6% | 0.049% | |
2/16/2023 | Clay Northam Wealth Management LLC | 32,064 | $0.30M | 0.4% | -8.2% | 0.067% | |
2/15/2023 | Logan Stone Capital LLC | 463,573 | $4.40M | 1.6% | +395.0% | 0.968% | |
2/15/2023 | Morgan Stanley | 1,150,105 | $10.90M | 0.0% | -10.2% | 2.402% | |
2/15/2023 | Mariner LLC | 78,071 | $0.74M | 0.0% | +472.4% | 0.163% | |
2/14/2023 | Cetera Investment Advisers | 11,762 | $0.11M | 0.0% | -11.7% | 0.025% | |
2/13/2023 | Advisors Asset Management Inc. | 106,844 | $1.01M | 0.0% | -3.6% | 0.223% | |
2/13/2023 | Core Wealth Partners LLC | 11,636 | $0.18M | 0.2% | N/A | 0.024% | |
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2/13/2023 | Baird Financial Group Inc. | 31,335 | $0.30M | 0.0% | N/A | 0.065% | |
2/13/2023 | Wells Fargo & Company MN | 272,339 | $2.58M | 0.0% | +36.3% | 0.569% | |
2/13/2023 | Atria Wealth Solutions Inc. | 109,032 | $1.03M | 0.0% | +8.9% | 0.228% | |
2/10/2023 | Bank of America Corp DE | 259,426 | $2.46M | 0.0% | -26.8% | 0.542% | |
2/10/2023 | Evoke Wealth LLC | 100,940 | $0.96M | 0.0% | -11.7% | 0.211% | |
2/10/2023 | Advisor Group Holdings Inc. | 357,887 | $3.39M | 0.0% | +35.3% | 0.747% | |
2/9/2023 | Landscape Capital Management L.L.C. | 39,554 | $0.38M | 0.1% | -28.8% | 0.083% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 19,276 | $0.18M | 0.0% | +10.8% | 0.040% | |
2/8/2023 | Raymond James & Associates | 20,500 | $0.19M | 0.0% | -77.3% | 0.043% | |
2/8/2023 | UBS Group AG | 415,124 | $3.94M | 0.0% | +0.7% | 0.867% | |