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 | $285K | 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 | $405K | 0.0% | -10.2% | 0.147% | |
|
5/11/2024 | Ironsides Asset Advisors LLC | 25,942 | $249K | 0.1% | +8.2% | 0.091% | |
5/9/2024 | Camelot Portfolios LLC | 61,315 | $589K | 0.6% | -25.6% | 0.214% | |
5/4/2024 | Gould Asset Management LLC CA | 38,985 | $375K | 0.1% | +8.4% | 0.136% | |
5/2/2024 | Moloney Securities Asset Management LLC | 30,935 | $297K | 0.0% | +199.2% | 0.108% | |
5/1/2024 | Janney Montgomery Scott LLC | 62,528 | $601K | 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 | $150K | 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 | $314K | 0.0% | +18.7% | 0.114% | |
3/27/2024 | Nomura Holdings Inc. | 11,250 | $104K | 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 | $192K | 0.1% | N/A | 0.073% | |
2/9/2024 | D.A. Davidson & CO. | 16,000 | $147K | 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 | $594K | 0.0% | -11.8% | 0.225% | |
2/8/2024 | Advisor OS LLC | 36,675 | $338K | 0.0% | -3.2% | 0.128% | |
2/7/2024 | Ieq Capital LLC | 16,928 | $156K | 0.0% | -51.6% | 0.059% | |
2/7/2024 | Shaker Financial Services LLC | 45,779 | $422K | 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 | $331K | 0.1% | +9.2% | 0.126% | |
1/30/2024 | SFI Advisors LLC | 24,334 | $224K | 0.2% | N/A | 0.085% | |
1/30/2024 | CTC Alternative Strategies Ltd. | 15,180 | $140K | 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 | $759K | 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 | $602K | 0.0% | -12.7% | 0.228% | |
1/12/2024 | Advisor Resource Council | 19,453 | $179K | 0.0% | N/A | 0.068% | |
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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 | $510K | 0.1% | N/A | 0.215% | |
11/14/2023 | Samalin Investment Counsel LLC | 56,204 | $466K | 0.3% | -19.0% | 0.196% | |
11/14/2023 | Mutual Advisors LLC | 74,892 | $622K | 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 | $607K | 0.0% | +6.1% | 0.255% | |
11/8/2023 | Landscape Capital Management L.L.C. | 16,592 | $138K | 0.0% | -55.8% | 0.058% | |
11/6/2023 | Ieq Capital LLC | 34,985 | $290K | 0.0% | +46.2% | 0.122% | |
11/2/2023 | Shaker Financial Services LLC | 65,870 | $552K | 0.3% | -55.2% | 0.230% | |
11/1/2023 | Ironsides Asset Advisors LLC | 24,405 | $203K | 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 | $526K | 0.5% | -21.7% | 0.221% | |
10/20/2023 | Uncommon Cents Investing LLC | 12,900 | $107K | 0.0% | N/A | 0.045% | |
8/16/2023 | Glovista Investments LLC | 467,541 | $4.03M | 2.1% | N/A | 1.633% | |
8/15/2023 | Rivernorth Capital Management LLC | 1,698,344 | $14.64M | 0.7% | +1.6% | 5.932% | |
8/11/2023 | Landscape Capital Management L.L.C. | 37,544 | $324K | 0.0% | -6.3% | 0.131% | |
8/11/2023 | Guggenheim Capital LLC | 294,209 | $2.54M | 0.0% | +2.1% | 1.028% | |
8/11/2023 | PenderFund Capital Management Ltd. | 570,109 | $6.51M | 2.0% | +2.4% | 1.991% | |
8/11/2023 | D.A. Davidson & CO. | 16,550 | $143K | 0.0% | -32.2% | 0.058% | |
8/11/2023 | Penserra Capital Management LLC | 1,163,147 | $10.03M | 0.2% | +6.6% | 4.063% | |
8/10/2023 | Osaic Holdings Inc. | 394,751 | $3.33M | 0.0% | +6.9% | 1.379% | |
8/10/2023 | Cetera Advisors LLC | 10,755 | $93K | 0.0% | -9.9% | 0.038% | |
8/10/2023 | Cetera Investment Advisers | 262,789 | $2.27M | 0.0% | +2.2% | 0.918% | |
8/8/2023 | Ieq Capital LLC | 23,923 | $206K | 0.0% | N/A | 0.084% | |
8/7/2023 | Wolverine Asset Management LLC | 85,694 | $739K | 0.0% | +56.5% | 0.299% | |
8/7/2023 | Shaker Financial Services LLC | 146,883 | $1.27M | 0.6% | +47.7% | 0.513% | |
8/4/2023 | Aviance Capital Partners LLC | 74,792 | $645K | 0.1% | -2.0% | 0.261% | |
8/3/2023 | Samalin Investment Counsel LLC | 69,355 | $598K | 0.3% | -14.1% | 0.242% | |
7/31/2023 | LPL Financial LLC | 398,590 | $3.44M | 0.0% | -12.4% | 1.392% | |
7/31/2023 | Mutual Advisors LLC | 81,948 | $706K | 0.0% | +3.3% | 0.286% | |
7/28/2023 | Waterfront Wealth Inc. | 10,210 | $90K | 0.0% | N/A | 0.036% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 538,183 | $4.66M | 0.1% | -1.5% | 1.880% | |
7/26/2023 | Janney Montgomery Scott LLC | 68,929 | $594K | 0.0% | -2.1% | 0.241% | |
7/26/2023 | National Bank of Canada FI | 4,947 | $43K | 0.0% | -87.4% | 0.017% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 199,421 | $1.72M | 0.0% | +3.2% | 0.697% | |
7/25/2023 | Raymond James & Associates | 421,736 | $3.64M | 0.0% | +30.9% | 1.473% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 10,504 | $91K | 0.0% | -14.4% | 0.037% | |
5/11/2023 | Ironsides Asset Advisors LLC | 23,378 | $201K | 0.1% | -5.8% | 0.082% | |
5/11/2023 | Elequin Securities LLC | 7,510 | $65K | 0.0% | -46.0% | 0.026% | |
5/11/2023 | Guggenheim Capital LLC | 288,181 | $2.48M | 0.0% | +4.4% | 1.007% | |
5/10/2023 | Landscape Capital Management L.L.C. | 40,088 | $344K | 0.0% | +17.0% | 0.140% | |
5/10/2023 | LPL Financial LLC | 454,962 | $3.91M | 0.0% | +52.1% | 1.589% | |
5/9/2023 | Spire Wealth Management | 5,206 | $45K | 0.0% | +634.3% | 0.018% | |
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5/9/2023 | BDO Wealth Advisors LLC | 2,991 | $26K | 0.0% | N/A | 0.010% | |
5/9/2023 | Samalin Investment Counsel LLC | 80,743 | $694K | 0.4% | -9.7% | 0.282% | |
5/9/2023 | US Bancorp DE | 5,000 | $43K | 0.0% | -21.4% | 0.017% | |
5/8/2023 | Shaker Financial Services LLC | 99,449 | $861K | 0.4% | +140.3% | 0.347% | |
5/8/2023 | Wolverine Asset Management LLC | 54,742 | $470K | 0.0% | N/A | 0.191% | |
5/3/2023 | Axxcess Wealth Management LLC | 46,805 | $402K | 0.0% | N/A | 0.163% | |
5/3/2023 | Integrated Wealth Concepts LLC | 130,575 | $1.12M | 0.0% | +2.8% | 0.456% | |
5/2/2023 | Arkadios Wealth Advisors | 11,787 | $101K | 0.0% | -17.5% | 0.041% | |
5/2/2023 | Gould Asset Management LLC CA | 32,930 | $283K | 0.1% | +21.4% | 0.115% | |
4/27/2023 | Matisse Capital | 80,347 | $690K | 0.4% | -50.3% | 0.281% | |