5/16/2025 | NewEdge Advisors LLC | 74,900 | $159K | 0.0% | -9.5% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 134,296 | $285K | 0.0% | -6.4% | 0.000% | |
5/13/2025 | Sit Investment Associates Inc. | 212,405 | $450K | 0.0% | -83.4% | 0.000% | |
5/12/2025 | Invesco Ltd. | 984,072 | $2.09M | 0.0% | +12.4% | 0.000% | |
5/7/2025 | Sheaff Brock Investment Advisors LLC | 20,000 | $42K | 0.0% | +33.3% | 0.000% | |
5/7/2025 | LPL Financial LLC | 778,101 | $1.65M | 0.0% | -4.1% | 0.000% | |
5/6/2025 | Brookwood Investment Group LLC | 41,329 | $88K | 0.0% | N/A | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 125,129 | $265K | 0.0% | +20.9% | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 25,597 | $54K | 0.0% | N/A | 0.000% | |
4/15/2025 | Integrated Advisors Network LLC | 49,580 | $105K | 0.0% | +30.6% | 0.000% | |
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4/14/2025 | Park Avenue Securities LLC | 479,330 | $1.02M | 0.0% | -1.5% | 0.000% | |
2/25/2025 | Integrated Advisors Network LLC | 37,964 | $81K | 0.0% | +216.9% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 33,608 | $72K | 0.0% | -70.2% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 52,595 | $113K | 0.0% | +13.1% | 0.000% | |
2/14/2025 | Jane Street Group LLC | 91,954 | $197K | 0.0% | N/A | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 82,800 | $177K | 0.0% | -24.7% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 12,000 | $26K | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 875,369 | $1.87M | 0.0% | -26.6% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 524,766 | $1.12M | 0.0% | +1.9% | 0.000% | |
2/13/2025 | Sit Investment Associates Inc. | 1,276,970 | $2.73M | 0.1% | -42.0% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 168,615 | $361K | 0.0% | -10.7% | 0.000% | |
2/11/2025 | LPL Financial LLC | 811,454 | $1.74M | 0.0% | +10.0% | 0.000% | |
2/10/2025 | Collaborative Wealth Managment Inc. | 114,564 | $245K | 0.1% | -6.9% | 0.000% | |
2/10/2025 | Harbour Investments Inc. | 98,532 | $211K | 0.0% | +6.0% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 96,527 | $207K | 0.0% | +7.2% | 0.000% | |
2/10/2025 | Avantax Advisory Services Inc. | 23,150 | $50K | 0.0% | N/A | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 12,000 | $26K | 0.0% | N/A | 0.000% | |
1/28/2025 | Apollon Wealth Management LLC | 42,800 | $92K | 0.0% | N/A | 0.000% | |
1/22/2025 | Joseph P. Lucia & Associates LLC | 102,185 | $219K | 0.1% | -16.4% | 0.000% | |
1/22/2025 | PFG Investments LLC | 22,630 | $48K | 0.0% | -79.6% | 0.000% | |
1/14/2025 | Park Avenue Securities LLC | 486,464 | $1.04M | 0.0% | +5.3% | 0.000% | |
11/15/2024 | Integrated Wealth Concepts LLC | 22,426 | $51K | 0.0% | -60.1% | 0.000% | |
11/13/2024 | D.A. Davidson & CO. | 17,000 | $39K | 0.0% | N/A | 0.000% | |
11/1/2024 | Fiera Capital Corp | 384,999 | $874K | 0.0% | -5.5% | 0.000% | |
10/25/2024 | Integrated Advisors Network LLC | 11,980 | $27K | 0.0% | N/A | 0.000% | |
10/3/2024 | Park Avenue Securities LLC | 461,797 | $1.05M | 0.0% | -4.5% | 0.000% | |
8/21/2024 | Truist Financial Corp | 12,265 | $25K | 0.0% | N/A | 0.000% | |
8/9/2024 | City of London Investment Management Co. Ltd. | 166,833 | $337K | 0.0% | -34.9% | 0.000% | |
8/8/2024 | Thoroughbred Financial Services LLC | 18,000 | $36K | 0.0% | N/A | 0.000% | |
7/31/2024 | IFG Advisory LLC | 35,400 | $72K | 0.0% | N/A | 0.000% | |
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7/12/2024 | Integrated Capital Management Inc. | 94,676 | $191K | 0.2% | +13.0% | 0.000% | |
7/9/2024 | Park Avenue Securities LLC | 483,467 | $977K | 0.0% | -1.0% | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 121,374 | $245K | 0.0% | N/A | 0.000% | |
5/17/2024 | First Western Trust Bank | 50,000 | $101K | 0.0% | N/A | 0.000% | |
5/14/2024 | Robinson Capital Management LLC | 60,000 | $119K | 0.0% | N/A | 0.000% | |
5/10/2024 | City of London Investment Management Co. Ltd. | 256,153 | $517K | 0.0% | N/A | 0.000% | |
4/22/2024 | PFG Investments LLC | 112,622 | $227K | 0.0% | N/A | 0.000% | |
4/5/2024 | Capital Market Strategies LLC | 12,308 | $25K | 0.0% | N/A | 0.000% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 177,683 | $352K | 0.2% | -5.9% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 26,889 | $53K | 0.0% | +28.0% | 0.000% | |
10/26/2023 | Park Avenue Securities LLC | 472,814 | $889K | 0.0% | +1.6% | 0.457% | |
8/15/2023 | Bulldog Investors LLP | 819,736 | $1.55M | 0.5% | +31.7% | 0.792% | |
8/11/2023 | Regal Investment Advisors LLC | 19,221 | $36K | 0.0% | -43.8% | 0.019% | |
8/10/2023 | Sit Investment Associates Inc. | 3,514,786 | $6.64M | 0.2% | -0.8% | 3.396% | |
8/10/2023 | Cetera Investment Advisers | 133,533 | $252K | 0.0% | +26.5% | 0.129% | |
8/8/2023 | Vantage Financial Partners LLC | 34,776 | $66K | 0.0% | +42.2% | 0.034% | |
8/4/2023 | Atlas Private Wealth Advisors | 13,136 | $25K | 0.0% | N/A | 0.013% | |
7/31/2023 | Integrated Capital Management Inc. | 84,657 | $160K | 0.1% | +261.6% | 0.082% | |
7/31/2023 | Mutual Advisors LLC | 85,973 | $162K | 0.0% | +13.8% | 0.083% | |
7/14/2023 | Park Avenue Securities LLC | 465,310 | $879K | 0.0% | -3.9% | 0.450% | |
5/10/2023 | Landscape Capital Management L.L.C. | 92,238 | $174K | 0.0% | +126.4% | 0.089% | |
5/8/2023 | Wolverine Asset Management LLC | 174,279 | $329K | 0.0% | +50.1% | 0.168% | |
5/8/2023 | Vantage Financial Partners LLC | 24,448 | $46K | 0.0% | N/A | 0.024% | |
5/8/2023 | Collaborative Wealth Managment Inc. | 268,422 | $507K | 0.3% | -4.0% | 0.259% | |
4/27/2023 | Matisse Capital | 13,610 | $26K | 0.0% | N/A | 0.013% | |
4/26/2023 | Integrated Capital Management Inc. | 23,415 | $146K | 0.1% | -71.1% | 0.023% | |
4/26/2023 | Fiera Capital Corp | 409,374 | $774K | 0.0% | -2.0% | 0.395% | |
4/18/2023 | Park Avenue Securities LLC | 484,289 | $915K | 0.0% | -4.5% | 0.468% | |
2/13/2023 | Joseph P. Lucia & Associates LLC | 122,185 | $215K | 0.2% | -10.3% | 0.118% | |
2/10/2023 | Sit Investment Associates Inc. | 2,302,939 | $4.05M | 0.1% | -11.2% | 2.225% | |
2/9/2023 | Landscape Capital Management L.L.C. | 40,741 | $72K | 0.0% | -17.4% | 0.039% | |
2/8/2023 | Fiera Capital Corp | 417,719 | $735K | 0.0% | +5.7% | 0.404% | |
2/8/2023 | Oppenheimer & Co. Inc. | 25,250 | $44K | 0.0% | N/A | 0.024% | |
2/7/2023 | Commonwealth Equity Services LLC | 94,354 | $166K | 0.0% | -19.3% | 0.091% | |
2/7/2023 | LPL Financial LLC | 827,895 | $1.46M | 0.0% | -12.7% | 0.800% | |
2/7/2023 | FourThought Financial Partners LLC | 54,303 | $96K | 0.0% | N/A | 0.052% | |
2/7/2023 | Envestnet Asset Management Inc. | 551,930 | $971K | 0.0% | +3.7% | 0.533% | |
2/1/2023 | Wolverine Asset Management LLC | 116,130 | $204K | 0.0% | N/A | 0.112% | |
2/1/2023 | Janney Montgomery Scott LLC | 105,104 | $185K | 0.0% | -28.8% | 0.102% | |
1/31/2023 | IFG Advisory LLC | 32,400 | $57K | 0.0% | N/A | 0.031% | |
1/31/2023 | Melfa Wealth Management LLC | 25,363 | $45K | 0.0% | N/A | 0.025% | |
1/25/2023 | Alpha Cubed Investments LLC | 35,000 | $62K | 0.0% | -51.0% | 0.034% | |
11/21/2022 | FourThought Financial LLC | 59,933 | $105K | 0.0% | -28.1% | 0.058% | |
11/15/2022 | 1607 Capital Partners LLC | 3,955,144 | $6.96M | 0.5% | -1.3% | 3.821% | |
11/9/2022 | Shaker Financial Services LLC | 155,239 | $273K | 0.1% | -62.8% | 0.150% | |
11/8/2022 | Robinson Capital Management LLC | 248,427 | $440K | 0.3% | -25.4% | 0.240% | |
11/2/2022 | Landscape Capital Management L.L.C. | 49,301 | $87K | 0.0% | -62.6% | 0.048% | |
10/28/2022 | Joseph P. Lucia & Associates LLC | 136,220 | $240K | 0.2% | +4.5% | 0.132% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 41,434 | $73K | 0.0% | -27.0% | 0.040% | |
10/13/2022 | Patton Albertson Miller Group LLC | 15,300 | $27K | 0.0% | N/A | 0.015% | |
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8/16/2022 | Collaborative Wealth Managment Inc. | 288,919 | $546K | 0.4% | N/A | 0.279% | |
8/13/2022 | NewEdge Advisors LLC | 289,900 | $548K | 0.0% | +3.7% | 0.280% | |
8/11/2022 | Cetera Investment Advisers | 106,776 | $202K | 0.0% | +14.8% | 0.103% | |
8/10/2022 | Fiera Capital Corp | 396,084 | $749K | 0.0% | +23.7% | 0.383% | |
8/8/2022 | Integrated Wealth Concepts LLC | 56,831 | $107K | 0.0% | N/A | 0.055% | |
8/5/2022 | Landscape Capital Management L.L.C. | 131,764 | $249K | 0.0% | +8.9% | 0.127% | |
8/4/2022 | Northwestern Mutual Wealth Management Co. | 132,072 | $249K | 0.0% | -34.6% | 0.128% | |
8/4/2022 | IFG Advisory LLC | 26,600 | $50K | 0.0% | N/A | 0.026% | |
8/3/2022 | Envestnet Asset Management Inc. | 516,710 | $977K | 0.0% | +3.0% | 0.499% | |
8/3/2022 | Wolverine Asset Management LLC | 396,749 | $749K | 0.0% | +43.5% | 0.383% | |