12/13/2024 | B. Riley Wealth Advisors Inc. | 100,579 | $1.03M | 0.0% | -50.7% | 0.351% | |
12/3/2024 | Rivernorth Capital Management LLC | 1,350,440 | $13.75M | 0.7% | -14.9% | 4.717% | |
11/25/2024 | Sanctuary Advisors LLC | 38,033 | $0.38M | 0.0% | -5.7% | 0.133% | |
11/15/2024 | Insigneo Advisory Services LLC | 41,408 | $0.42M | 0.0% | +12.8% | 0.145% | |
11/15/2024 | Jane Street Group LLC | 18,823 | $0.19M | 0.0% | N/A | 0.066% | |
11/15/2024 | Stifel Financial Corp | 59,594 | $0.61M | 0.0% | -6.6% | 0.208% | |
11/15/2024 | Rivernorth Capital Management LLC | 1,350,440 | $13.75M | 0.7% | -14.9% | 4.717% | |
11/15/2024 | Integrated Wealth Concepts LLC | 106,669 | $1.09M | 0.0% | +1.1% | 0.373% | |
11/13/2024 | D.A. Davidson & CO. | 73,151 | $0.75M | 0.0% | +42.4% | 0.256% | |
11/12/2024 | Penserra Capital Management LLC | 474,824 | $4.83M | 0.1% | N/A | 1.658% | |
11/9/2024 | Landscape Capital Management L.L.C. | 20,712 | $0.21M | 0.0% | -86.1% | 0.072% | |
11/8/2024 | Advisors Asset Management Inc. | 403,477 | $4.11M | 0.1% | +36.1% | 1.409% | |
11/8/2024 | Avior Wealth Management LLC | 37,207 | $0.38M | 0.0% | +7.3% | 0.130% | |
11/7/2024 | Pathstone Holdings LLC | 2,103,953 | $21.42M | 0.1% | +6.4% | 7.349% | |
10/31/2024 | Shaker Financial Services LLC | 121,531 | $1.25M | 0.5% | -17.3% | 0.424% | |
10/31/2024 | Concurrent Investment Advisors LLC | 24,356 | $0.25M | 0.0% | +13.2% | 0.085% | |
10/30/2024 | Moloney Securities Asset Management LLC | 52,638 | $0.54M | 0.1% | +23.9% | 0.184% | |
10/28/2024 | Stephens Inc. AR | 44,476 | $0.45M | 0.0% | -11.4% | 0.155% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 10,168 | $0.10M | 0.0% | N/A | 0.036% | |
10/22/2024 | International Assets Investment Management LLC | 6,108 | $0.60M | 0.0% | +918.0% | 0.021% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 1,146,426 | $11.67M | 0.0% | -21.5% | 4.004% | |
9/5/2024 | Sanctuary Advisors LLC | 40,330 | $0.36M | 0.0% | N/A | 0.141% | |
8/26/2024 | Ariadne Wealth Management LP | 108,834 | $1.02M | 0.6% | N/A | 0.380% | |
8/22/2024 | Cetera Investment Advisers | 286,130 | $2.66M | 0.0% | +5.7% | 0.999% | |
8/19/2024 | EP Wealth Advisors LLC | 23,236 | $0.22M | 0.0% | N/A | 0.081% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 204,007 | $1.92M | 0.0% | -55.8% | 0.713% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 4,772 | $44K | 0.0% | +1,221.9% | 0.017% | |
8/14/2024 | Insigneo Advisory Services LLC | 36,695 | $0.35M | 0.0% | N/A | 0.128% | |
8/14/2024 | Evergreen Capital Management LLC | 12,363 | $0.12M | 0.0% | -31.1% | 0.043% | |
8/7/2024 | Choreo LLC | 49,372 | $0.46M | 0.0% | N/A | 0.172% | |
8/7/2024 | Wedbush Securities Inc. | 22,355 | $0.21M | 0.0% | -38.2% | 0.078% | |
8/3/2024 | National Bank of Canada FI | 2,997 | $28K | 0.0% | -33.4% | 0.010% | |
8/3/2024 | Shaker Financial Services LLC | 147,021 | $1.38M | 0.6% | +14.6% | 0.514% | |
8/1/2024 | Laidlaw Wealth Management LLC | 48,900 | $0.46M | 0.2% | +16.7% | 0.171% | |
7/31/2024 | Concurrent Investment Advisors LLC | 21,512 | $0.20M | 0.0% | N/A | 0.075% | |
7/31/2024 | Rothschild Investment LLC | 3,000 | $28K | 0.0% | N/A | 0.010% | |
7/30/2024 | Matisse Capital | 61,396 | $0.57M | 0.3% | N/A | 0.214% | |
7/30/2024 | Moloney Securities Asset Management LLC | 42,497 | $0.40M | 0.1% | +37.4% | 0.148% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 1,460,726 | $13.60M | 0.0% | +16.7% | 5.102% | |
7/19/2024 | Raymond James & Associates | 193,978 | $1.81M | 0.0% | +8.5% | 0.678% | |
7/19/2024 | Hoylecohen LLC | 18,500 | $0.17M | 0.0% | N/A | 0.065% | |
5/24/2024 | Cetera Advisors LLC | 247,860 | $2.38M | 0.0% | N/A | 0.866% | |
5/24/2024 | Cetera Investment Advisers | 270,657 | $2.60M | 0.0% | +9.2% | 0.945% | |
5/17/2024 | Comerica Bank | 29,655 | $0.29M | 0.0% | +9.5% | 0.104% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 461,185 | $4.43M | 0.1% | -9.6% | 1.611% | |
5/14/2024 | Advisors Asset Management Inc. | 258,211 | $2.48M | 0.0% | +73.0% | 0.902% | |
5/14/2024 | Axxcess Wealth Management LLC | 42,152 | $0.41M | 0.0% | -10.2% | 0.147% | |
5/11/2024 | Ironsides Asset Advisors LLC | 25,942 | $0.25M | 0.1% | +8.2% | 0.091% | |
5/9/2024 | Camelot Portfolios LLC | 61,315 | $0.59M | 0.6% | -25.6% | 0.214% | |
5/4/2024 | Gould Asset Management LLC CA | 38,985 | $0.38M | 0.1% | +8.4% | 0.136% | |
5/2/2024 | Moloney Securities Asset Management LLC | 30,935 | $0.30M | 0.0% | +199.2% | 0.108% | |
5/1/2024 | Janney Montgomery Scott LLC | 62,528 | $0.60M | 0.0% | -3.1% | 0.218% | |
4/30/2024 | Arkadios Wealth Advisors | 10,037 | $96K | 0.0% | N/A | 0.035% | |
4/30/2024 | Allspring Global Investments Holdings LLC | 1,251,352 | $12.03M | 0.0% | +40.3% | 4.371% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 405,362 | $3.90M | 0.0% | +1.9% | 1.416% | |
4/19/2024 | Uncommon Cents Investing LLC | 15,600 | $0.15M | 0.0% | +20.9% | 0.054% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 1,251,352 | $12.03M | 0.0% | +40.3% | 4.371% | |
4/10/2024 | Park Avenue Securities LLC | 32,659 | $0.31M | 0.0% | +18.7% | 0.114% | |
3/27/2024 | Nomura Holdings Inc. | 11,250 | $0.10M | 0.0% | N/A | 0.039% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 510,119 | $4.70M | 0.1% | +10.6% | 1.782% | |
3/1/2024 | Creekmur Asset Management LLC | 5,178 | $48K | 0.0% | N/A | 0.018% | |
2/14/2024 | PenderFund Capital Management Ltd. | 419,136 | $3.86M | 0.0% | +2.9% | 1.464% | |
2/12/2024 | Glovista Investments LLC | 445,960 | $4.11M | 1.9% | -4.6% | 1.558% | |
2/12/2024 | Laidlaw Wealth Management LLC | 20,850 | $0.19M | 0.1% | N/A | 0.073% | |
2/9/2024 | D.A. Davidson & CO. | 16,000 | $0.15M | 0.0% | +41.6% | 0.056% | |
2/9/2024 | Wells Fargo & Company MN | 719,729 | $6.63M | 0.0% | +18.9% | 2.514% | |
2/8/2024 | Janney Montgomery Scott LLC | 64,505 | $0.59M | 0.0% | -11.8% | 0.225% | |
2/8/2024 | Advisor OS LLC | 36,675 | $0.34M | 0.0% | -3.2% | 0.128% | |
2/7/2024 | Ieq Capital LLC | 16,928 | $0.16M | 0.0% | -51.6% | 0.059% | |
2/7/2024 | Shaker Financial Services LLC | 45,779 | $0.42M | 0.2% | -30.5% | 0.160% | |
2/6/2024 | National Bank of Canada FI | 8,819 | $81K | 0.0% | +55.4% | 0.031% | |
2/2/2024 | Gould Asset Management LLC CA | 35,965 | $0.33M | 0.1% | +9.2% | 0.126% | |
1/30/2024 | SFI Advisors LLC | 24,334 | $0.22M | 0.2% | N/A | 0.085% | |
1/30/2024 | CTC Alternative Strategies Ltd. | 15,180 | $0.14M | 0.3% | N/A | 0.053% | |
1/24/2024 | International Assets Investment Management LLC | 5,526 | $51K | 0.0% | +821.0% | 0.019% | |
1/23/2024 | Camelot Portfolios LLC | 82,431 | $0.76M | 0.4% | +30.0% | 0.288% | |
1/19/2024 | Occidental Asset Management LLC | 10,497 | $97K | 0.0% | N/A | 0.037% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 397,686 | $3.66M | 0.0% | +6.3% | 1.389% | |
1/16/2024 | Raymond James & Associates | 151,799 | $1.40M | 0.0% | -1.0% | 0.530% | |
1/12/2024 | Mutual Advisors LLC | 65,381 | $0.60M | 0.0% | -12.7% | 0.228% | |
1/12/2024 | Advisor Resource Council | 19,453 | $0.18M | 0.0% | N/A | 0.068% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 461,185 | $3.87M | 0.1% | -14.3% | 1.611% | |
11/16/2023 | Penserra Capital Management LLC | 1,095,528 | $9.09M | 0.2% | -5.8% | 3.827% | |
11/14/2023 | Clough Capital Partners L P | 61,435 | $0.51M | 0.1% | N/A | 0.215% | |
11/14/2023 | Samalin Investment Counsel LLC | 56,204 | $0.47M | 0.3% | -19.0% | 0.196% | |
11/14/2023 | Mutual Advisors LLC | 74,892 | $0.62M | 0.0% | -8.6% | 0.262% | |
11/13/2023 | Invesco Ltd. | 918,869 | $7.63M | 0.0% | -7.1% | 3.209% | |
11/13/2023 | Wolverine Asset Management LLC | 3,925 | $33K | 0.0% | -95.4% | 0.014% | |
11/9/2023 | UBS Group AG | 696,464 | $5.78M | 0.0% | +0.5% | 2.433% | |
11/8/2023 | D.A. Davidson & CO. | 11,300 | $94K | 0.0% | -31.7% | 0.039% | |
11/8/2023 | Janney Montgomery Scott LLC | 73,123 | $0.61M | 0.0% | +6.1% | 0.255% | |
11/8/2023 | Landscape Capital Management L.L.C. | 16,592 | $0.14M | 0.0% | -55.8% | 0.058% | |
11/6/2023 | Ieq Capital LLC | 34,985 | $0.29M | 0.0% | +46.2% | 0.122% | |
11/2/2023 | Shaker Financial Services LLC | 65,870 | $0.55M | 0.3% | -55.2% | 0.230% | |
11/1/2023 | Ironsides Asset Advisors LLC | 24,405 | $0.20M | 0.1% | +5.4% | 0.085% | |
10/30/2023 | Peoples Bank KS | 3,500 | $29K | 0.0% | N/A | 0.012% | |
10/26/2023 | Advisor Partners II LLC | 450,430 | $3.74M | 0.1% | N/A | 1.573% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 374,072 | $3.11M | 0.0% | +87.6% | 1.307% | |
10/24/2023 | Raymond James & Associates | 153,351 | $1.27M | 0.0% | -63.6% | 0.536% | |
10/20/2023 | Camelot Portfolios LLC | 63,394 | $0.53M | 0.5% | -21.7% | 0.221% | |