10/31/2024 | Shaker Financial Services LLC | 974,603 | $7.50M | 2.8% | -2.1% | 3.292% | |
10/11/2024 | Sapient Capital LLC | 79,258 | $0.61M | 0.0% | -13.5% | 0.266% | |
9/5/2024 | Sanctuary Advisors LLC | 160,023 | $1.23M | 0.0% | N/A | 0.541% | |
8/22/2024 | Cetera Investment Advisers | 234,209 | $1.75M | 0.0% | -0.9% | 0.791% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 18,110 | $0.14M | 0.0% | -16.0% | 0.061% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 63,348 | $0.47M | 0.1% | +392.5% | 0.214% | |
8/3/2024 | Shaker Financial Services LLC | 995,343 | $7.47M | 3.0% | +10.2% | 3.363% | |
8/2/2024 | Wolverine Asset Management LLC | 134,938 | $1.01M | 0.0% | +4.8% | 0.456% | |
8/1/2024 | Mraz Amerine & Associates Inc. | 11,720 | $88K | 0.0% | -26.0% | 0.040% | |
7/31/2024 | Essex Financial Services Inc. | 260,300 | $1.95M | 0.1% | -3.0% | 0.879% | |
5/24/2024 | Cetera Advisors LLC | 232,185 | $1.87M | 0.0% | N/A | 0.784% | |
5/24/2024 | Cetera Investment Advisers | 236,266 | $1.90M | 0.0% | -0.8% | 0.798% | |
5/4/2024 | 9258 Wealth Management LLC | 10,765 | $87K | 0.0% | N/A | 0.036% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 12,863 | $0.10M | 0.0% | +266.8% | 0.043% | |
4/24/2024 | Essex Financial Services Inc. | 268,272 | $2.16M | 0.2% | -1.5% | 0.906% | |
4/23/2024 | Sapient Capital LLC | 92,179 | $0.74M | 0.0% | -2.1% | 0.311% | |
2/14/2024 | Sprott Inc. | 114,355 | $0.92M | 0.1% | +3.1% | 0.386% | |
2/13/2024 | Peapack Gladstone Financial Corp | 10,301 | $82K | 0.0% | -33.3% | 0.035% | |
2/7/2024 | Shaker Financial Services LLC | 837,041 | $6.70M | 2.7% | +23.3% | 2.828% | |
2/6/2024 | Sapient Capital LLC | 94,131 | $0.75M | 0.0% | N/A | 0.318% | |
2/6/2024 | Essex Financial Services Inc. | 272,375 | $2.18M | 0.2% | -1.1% | 0.920% | |
2/1/2024 | Wolverine Asset Management LLC | 58,482 | $0.47M | 0.0% | +1,015.9% | 0.198% | |
1/29/2024 | Sapient Capital LLC | 83,501 | $0.67M | 0.0% | N/A | 0.282% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 3,507 | $28K | 0.0% | N/A | 0.012% | |
11/15/2023 | Integrated Wealth Concepts LLC | 350,795 | $2.64M | 0.0% | -0.6% | 1.185% | |
11/15/2023 | 1607 Capital Partners LLC | 409,935 | $3.09M | 0.2% | -7.9% | 1.385% | |
11/14/2023 | AQR Arbitrage LLC | 11,568 | $87K | 0.0% | N/A | 0.039% | |
11/13/2023 | LPL Financial LLC | 480,419 | $3.62M | 0.0% | -1.9% | 1.623% | |
11/13/2023 | Wolverine Asset Management LLC | 5,241 | $39K | 0.0% | N/A | 0.018% | |
11/2/2023 | Shaker Financial Services LLC | 678,934 | $5.11M | 2.4% | +23.3% | 2.294% | |
8/10/2023 | Cetera Investment Advisers | 239,094 | $1.90M | 0.0% | +3.0% | 0.807% | |
8/7/2023 | Shaker Financial Services LLC | 550,834 | $4.38M | 1.9% | +9.6% | 1.859% | |
7/31/2023 | LPL Financial LLC | 489,545 | $3.89M | 0.0% | -6.6% | 1.652% | |
5/10/2023 | LPL Financial LLC | 523,895 | $4.24M | 0.0% | -11.6% | 1.768% | |
5/8/2023 | Shaker Financial Services LLC | 502,647 | $4.07M | 1.8% | -17.5% | 1.696% | |
5/3/2023 | 9258 Wealth Management LLC | 10,106 | $82K | 0.0% | N/A | 0.034% | |
5/3/2023 | Integrated Wealth Concepts LLC | 364,761 | $2.95M | 0.1% | +28.2% | 1.231% | |
2/13/2023 | Integrated Wealth Concepts LLC | 284,429 | $2.27M | 0.1% | -2.2% | 0.960% | |
2/7/2023 | Commonwealth Equity Services LLC | 24,089 | $0.19M | 0.0% | N/A | 0.081% | |
2/7/2023 | LPL Financial LLC | 592,696 | $4.72M | 0.0% | -0.5% | 2.000% | |
2/7/2023 | IFP Advisors Inc | 29,593 | $0.24M | 0.0% | +37.1% | 0.100% | |
2/3/2023 | Shaker Financial Services LLC | 609,475 | $4.86M | 2.3% | +3.2% | 2.057% | |
2/2/2023 | Lodestar Private Asset Management LLC | 41,190 | $0.33M | 0.1% | N/A | 0.139% | |
1/19/2023 | Rothschild Investment Corp IL | 20,434 | $0.16M | 0.0% | -18.5% | 0.069% | |
11/15/2022 | 1607 Capital Partners LLC | 879,876 | $6.05M | 0.5% | -1.5% | 2.969% | |
11/9/2022 | Shaker Financial Services LLC | 590,376 | $4.06M | 2.0% | +29.9% | 1.992% | |
11/8/2022 | IFP Advisors Inc | 21,578 | $0.17M | 0.0% | +123.2% | 0.073% | |
10/18/2022 | McIlrath & Eck LLC | 10,065 | $69K | 0.0% | N/A | 0.034% | |
8/11/2022 | Cetera Investment Advisers | 225,391 | $1.70M | 0.0% | +3.1% | 0.769% | |
8/11/2022 | Cetera Advisor Networks LLC | 41,768 | $0.32M | 0.0% | +4.5% | 0.142% | |
8/8/2022 | Integrated Wealth Concepts LLC | 270,880 | $2.05M | 0.1% | N/A | 0.924% | |
8/1/2022 | Shaker Financial Services LLC | 454,316 | $3.44M | 1.7% | +33.2% | 1.549% | |
7/13/2022 | Private Advisor Group LLC | 22,500 | $0.17M | 0.0% | -8.2% | 0.077% | |
5/17/2022 | 1607 Capital Partners LLC | 1,019,712 | $9.25M | 0.5% | -21.7% | 3.478% | |
5/9/2022 | Northwestern Mutual Wealth Management Co. | 73,109 | $0.66M | 0.0% | -21.0% | 0.249% | |
5/6/2022 | Shaker Financial Services LLC | 341,137 | $3.09M | 1.2% | +119.0% | 1.163% | |
5/4/2022 | Advisor Group Holdings Inc. | 51,993 | $0.47M | 0.0% | +39.2% | 0.177% | |
4/18/2022 | Rothschild Investment Corp IL | 24,199 | $0.22M | 0.0% | +26.6% | 0.083% | |
2/15/2022 | Cetera Investment Advisers | 216,167 | $1.86M | 0.0% | +6.8% | 0.737% | |
2/14/2022 | LPL Financial LLC | 594,144 | $5.11M | 0.0% | +94.6% | 2.026% | |
2/14/2022 | Sprott Inc. | 117,354 | $1.01M | 0.1% | +20.5% | 0.400% | |
2/10/2022 | Private Advisor Group LLC | 55,000 | $0.47M | 0.0% | -49.5% | 0.188% | |
2/8/2022 | Bank of America Corp DE | 276,472 | $2.38M | 0.0% | +17.4% | 0.943% | |
2/7/2022 | Shaker Financial Services LLC | 155,762 | $1.34M | 0.5% | -31.4% | 0.531% | |
2/3/2022 | Advisor Group Holdings Inc. | 37,350 | $0.32M | 0.0% | +52.4% | 0.127% | |
2/3/2022 | Northwestern Mutual Wealth Management Co. | 92,528 | $0.80M | 0.0% | -71.8% | 0.316% | |
1/28/2022 | Allspring Global Investments Holdings LLC | 163,513 | $1.41M | 0.0% | N/A | 0.558% | |
1/26/2022 | Blue Bell Private Wealth Management LLC | 14,851 | $0.13M | 0.0% | -57.2% | 0.051% | |
11/16/2021 | LPL Financial LLC | 305,252 | $2.53M | 0.0% | +2,339.3% | 1.041% | |
11/15/2021 | Rivernorth Capital Management LLC | 242,778 | $2.01M | 0.1% | -10.2% | 0.828% | |
11/15/2021 | Royal Bank of Canada | 257,388 | $2.13M | 0.0% | +18.2% | 0.878% | |
11/15/2021 | HighTower Advisors LLC | 19,201 | $0.16M | 0.0% | -10.3% | 0.065% | |
11/10/2021 | Creative Planning | 10,750 | $89K | 0.0% | N/A | 0.037% | |
11/10/2021 | Blue Bell Private Wealth Management LLC | 34,667 | $0.29M | 0.1% | -35.1% | 0.118% | |
11/9/2021 | Bourgeon Capital Management LLC | 7,850 | $65K | 0.0% | -67.0% | 0.027% | |
11/5/2021 | Advisor Group Holdings Inc. | 24,509 | $0.20M | 0.0% | +58.0% | 0.084% | |
11/2/2021 | Shaker Financial Services LLC | 227,202 | $1.88M | 0.8% | -54.0% | 0.775% | |
11/2/2021 | Raymond James & Associates | 10,300 | $85K | 0.0% | -71.4% | 0.035% | |
10/14/2021 | Private Advisor Group LLC | 109,000 | $0.90M | 0.0% | +86.6% | 0.372% | |
10/13/2021 | FNY Investment Advisers LLC | 17,930 | $0.15M | 0.1% | N/A | 0.061% | |
8/17/2021 | Wells Fargo & Company MN | 449,775 | $3.83M | 0.0% | +0.4% | 1.534% | |
8/16/2021 | Bank of America Corp DE | 209,922 | $1.79M | 0.0% | +1.4% | 0.716% | |
8/16/2021 | Rivernorth Capital Management LLC | 270,437 | $2.30M | 0.1% | -14.2% | 0.922% | |
8/16/2021 | Royal Bank of Canada | 217,781 | $1.85M | 0.0% | +46.2% | 0.743% | |
8/16/2021 | 1607 Capital Partners LLC | 1,507,687 | $12.82M | 0.6% | -0.5% | 5.141% | |
8/16/2021 | Frontier Wealth Management LLC | 100,882 | $0.86M | 0.1% | -2.2% | 0.344% | |
8/13/2021 | City of London Investment Management Co. Ltd. | 474,133 | $4.03M | 0.2% | -17.8% | 1.617% | |
8/13/2021 | Stifel Financial Corp | 390,676 | $3.32M | 0.0% | -9.7% | 1.332% | |
8/13/2021 | Northwestern Mutual Wealth Management Co. | 662,639 | $5.64M | 0.0% | -11.5% | 2.260% | |
8/12/2021 | Private Advisor Group LLC | 58,400 | $0.50M | 0.0% | -22.2% | 0.199% | |
8/10/2021 | BerganKDV Wealth Management LLC | 3,016 | $26K | 0.0% | N/A | 0.010% | |
8/6/2021 | HighTower Advisors LLC | 21,401 | $0.18M | 0.0% | -21.9% | 0.073% | |
8/4/2021 | Shaker Financial Services LLC | 494,399 | $4.21M | 1.6% | -11.0% | 1.693% | |
8/2/2021 | Advisor Group Holdings Inc. | 15,509 | $0.13M | 0.0% | -8.1% | 0.053% | |
5/21/2021 | Citadel Advisors LLC | 11,602 | $91K | 0.0% | N/A | 0.040% | |
5/18/2021 | 1607 Capital Partners LLC | 1,514,804 | $11.82M | 0.6% | -1.0% | 5.187% | |
5/18/2021 | Rivernorth Capital Management LLC | 315,103 | $2.46M | 0.1% | -46.9% | 1.079% | |
5/18/2021 | Morgan Stanley | 207,241 | $1.62M | 0.0% | +24.9% | 0.710% | |
5/18/2021 | Citadel Advisors LLC | 11,602 | $91K | 0.0% | N/A | 0.040% | |
5/17/2021 | CNH Partners LLC | 11,597 | $91K | 0.0% | -59.8% | 0.040% | |