5/14/2024 | Advisors Asset Management Inc. | 287,580 | $2.86M | 0.1% | +6.2% | 2.146% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 50,287 | $499K | 0.0% | -13.6% | 0.375% | |
5/10/2024 | Acadian Asset Management LLC | 150,422 | $1.49M | 0.0% | -27.6% | 1.123% | |
4/30/2024 | Arkadios Wealth Advisors | 42,303 | $420K | 0.0% | +108.1% | 0.316% | |
4/11/2024 | International Assets Investment Management LLC | 170,053 | $1.69M | 0.0% | +4.8% | 1.269% | |
4/1/2024 | Confluence Investment Management LLC | 98,000 | $973K | 0.0% | N/A | 0.731% | |
|
2/12/2024 | Cape Investment Advisory Inc. | 10,914 | $128K | 0.1% | N/A | 0.081% | |
2/7/2024 | Access Investment Management LLC | 32,500 | $380K | 0.1% | N/A | 0.243% | |
2/1/2024 | Sigma Planning Corp | 33,561 | $393K | 0.0% | -36.8% | 0.250% | |
1/25/2024 | International Assets Investment Management LLC | 162,203 | $1.90M | 0.0% | +9.5% | 1.210% | |
1/24/2024 | Arkadios Wealth Advisors | 20,333 | $238K | 0.0% | +17.6% | 0.152% | |
1/24/2024 | International Assets Investment Management LLC | 1,897,775 | $22.20M | 0.0% | +1,180.8% | 14.163% | |
1/18/2024 | Ritholtz Wealth Management | 29,298 | $343K | 0.0% | +25.2% | 0.219% | |
11/15/2023 | Advisors Asset Management Inc. | 306,045 | $3.44M | 0.1% | +7.0% | 2.284% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 47,401 | $533K | 0.0% | +39.0% | 0.354% | |
11/13/2023 | Connor Clark & Lunn Investment Management Ltd. | 15,911 | $179K | 0.0% | N/A | 0.119% | |
11/13/2023 | Acadian Asset Management LLC | 202,591 | $2.28M | 0.0% | +18.6% | 1.512% | |
11/8/2023 | Janney Montgomery Scott LLC | 12,835 | $144K | 0.0% | -73.6% | 0.096% | |
11/8/2023 | Atria Wealth Solutions Inc. | 43,911 | $494K | 0.0% | N/A | 0.328% | |
11/7/2023 | Virtus ETF Advisers LLC | 33,544 | $377K | 0.2% | +79.4% | 0.250% | |
11/4/2023 | NBC Securities Inc. | 7,254 | $81K | 0.0% | N/A | 0.054% | |
10/13/2023 | Ritholtz Wealth Management | 23,400 | $263K | 0.0% | +43.9% | 0.175% | |
10/10/2023 | International Assets Investment Management LLC | 148,168 | $1.63M | 0.1% | +45.9% | 1.106% | |
10/10/2023 | Confluence Investment Management LLC | 109,260 | $1.23M | 0.0% | -35.4% | 0.815% | |
10/4/2023 | International Assets Investment Management LLC | 148,168 | $1.63M | 0.1% | +45.9% | 1.106% | |
8/11/2023 | O Shaughnessy Asset Management LLC | 34,103 | $337K | 0.0% | -9.3% | 0.255% | |
8/7/2023 | Acadian Asset Management LLC | 170,840 | $1.69M | 0.0% | -17.4% | 1.275% | |
8/2/2023 | Sigma Planning Corp | 53,621 | $530K | 0.0% | +1.9% | 0.400% | |
7/27/2023 | Virtu Financial LLC | 32,885 | $325K | 0.0% | N/A | 0.245% | |
7/3/2023 | Confluence Investment Management LLC | 169,233 | $1.67M | 0.0% | -43.5% | 1.263% | |
5/11/2023 | Acadian Asset Management LLC | 206,857 | $2.13M | 0.0% | -12.0% | 1.544% | |
5/8/2023 | Sigma Planning Corp | 52,615 | $541K | 0.0% | +2.4% | 0.393% | |
5/2/2023 | Arkadios Wealth Advisors | 12,133 | $125K | 0.0% | N/A | 0.091% | |
4/28/2023 | Janney Montgomery Scott LLC | 48,383 | $498K | 0.0% | +11.2% | 0.361% | |
4/20/2023 | Ritholtz Wealth Management | 15,985 | $164K | 0.0% | -26.4% | 0.119% | |
4/19/2023 | International Assets Investment Management LLC | 101,544 | $1.05M | 0.2% | -35.6% | 0.758% | |
4/6/2023 | Wiley BROS. Aintree Capital LLC | 15,100 | $155K | 0.1% | -18.8% | 0.113% | |
4/4/2023 | Confluence Investment Management LLC | 299,274 | $3.08M | 0.0% | -6.2% | 2.233% | |
2/10/2023 | O Shaughnessy Asset Management LLC | 50,126 | $511K | 0.0% | +18.8% | 0.374% | |
2/8/2023 | Belpointe Asset Management LLC | 7,400 | $75K | 0.0% | N/A | 0.055% | |
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2/2/2023 | Silver Oak Securities Incorporated | 10,000 | $102K | 0.0% | N/A | 0.075% | |
2/1/2023 | Janney Montgomery Scott LLC | 43,509 | $442K | 0.0% | +4.4% | 0.325% | |
1/30/2023 | International Assets Investment Management LLC | 157,720 | $1.60M | 0.1% | +115.5% | 1.178% | |
1/24/2023 | Sigma Planning Corp | 51,405 | $522K | 0.0% | +10.6% | 0.384% | |
1/19/2023 | Ritholtz Wealth Management | 21,706 | $220K | 0.0% | +32.5% | 0.162% | |
11/14/2022 | Virtus ETF Advisers LLC | 22,215 | $183K | 0.1% | -10.2% | 0.166% | |
11/10/2022 | Sigma Planning Corp | 46,476 | $382K | 0.0% | -7.1% | 0.347% | |
11/8/2022 | Advisors Asset Management Inc. | 150,474 | $1.24M | 0.0% | +17.8% | 1.120% | |
10/31/2022 | International Assets Investment Management LLC | 73,194 | $602K | 0.1% | +12.4% | 0.545% | |
10/25/2022 | Janney Montgomery Scott LLC | 41,684 | $343K | 0.0% | +20.1% | 0.310% | |
10/25/2022 | Eagle Global Advisors LLC | 15,060 | $124K | 0.0% | +38.3% | 0.112% | |
10/19/2022 | Ritholtz Wealth Management | 16,386 | $135K | 0.0% | -21.3% | 0.122% | |
8/17/2022 | International Assets Investment Management LLC | 65,144 | $646K | 0.1% | -1.5% | 0.485% | |
8/13/2022 | Mariner Investment Group LLC | 41,616 | $413K | 0.4% | +21.5% | 0.310% | |
8/13/2022 | Virtu Financial LLC | 25,882 | $257K | 0.0% | N/A | 0.193% | |
8/12/2022 | Virtus ETF Advisers LLC | 24,742 | $245K | 0.1% | -23.9% | 0.184% | |
8/11/2022 | O Shaughnessy Asset Management LLC | 58,858 | $584K | 0.0% | +61.3% | 0.438% | |
8/11/2022 | Sigma Planning Corp | 50,052 | $497K | 0.0% | -3.5% | 0.373% | |
8/8/2022 | Advisors Asset Management Inc. | 127,737 | $1.27M | 0.0% | +82.1% | 0.951% | |
8/5/2022 | Stokes Family Office LLC | 12,076 | $120K | 0.0% | N/A | 0.090% | |
7/15/2022 | Ritholtz Wealth Management | 20,810 | $206K | 0.0% | +23.0% | 0.155% | |
7/6/2022 | Confluence Investment Management LLC | 319,245 | $3.17M | 0.0% | -16.7% | 2.377% | |
5/12/2022 | Acadian Asset Management LLC | 144,041 | $1.87M | 0.0% | +12.9% | 1.073% | |
5/3/2022 | International Assets Investment Management LLC | 66,144 | $860K | 0.1% | +30.1% | 0.493% | |
4/28/2022 | Hillsdale Investment Management Inc. | 31,619 | $411K | 0.0% | N/A | 0.236% | |
4/14/2022 | Ritholtz Wealth Management | 16,913 | $220K | 0.0% | +20.2% | 0.126% | |
4/4/2022 | Confluence Investment Management LLC | 383,399 | $4.98M | 0.1% | +0.5% | 2.856% | |
2/16/2022 | Western Standard LLC | 68,970 | $752K | 0.4% | -71.2% | 0.514% | |
2/14/2022 | Virtus ETF Advisers LLC | 26,142 | $285K | 0.1% | -21.0% | 0.195% | |
2/11/2022 | O Shaughnessy Asset Management LLC | 27,046 | $295K | 0.0% | -10.0% | 0.202% | |
2/10/2022 | International Assets Investment Management LLC | 50,844 | $554K | 0.1% | +10.2% | 0.379% | |
2/10/2022 | Acadian Asset Management LLC | 127,576 | $1.39M | 0.0% | +79.0% | 0.951% | |
2/9/2022 | Mariner Investment Group LLC | 32,538 | $355K | 0.2% | N/A | 0.242% | |
2/3/2022 | Arkadios Wealth Advisors | 15,995 | $174K | 0.0% | -24.5% | 0.119% | |
2/2/2022 | Sigma Planning Corp | 51,579 | $562K | 0.0% | -2.1% | 0.384% | |
1/27/2022 | Kavar Capital Partners Group LLC | 12,105 | $132K | 0.0% | -14.2% | 0.090% | |
1/27/2022 | Janney Montgomery Scott LLC | 29,123 | $317K | 0.0% | +10.6% | 0.217% | |
1/21/2022 | International Assets Investment Management LLC | 50,844 | $554K | 0.1% | +10.2% | 0.379% | |
1/18/2022 | Ritholtz Wealth Management | 14,070 | $153K | 0.0% | N/A | 0.105% | |
1/4/2022 | Confluence Investment Management LLC | 381,358 | $4.16M | 0.1% | -1.5% | 2.842% | |
11/16/2021 | Squarepoint Ops LLC | 10,816 | $112K | 0.0% | -31.2% | 0.081% | |
11/15/2021 | Virtus ETF Advisers LLC | 33,086 | $343K | 0.2% | N/A | 0.247% | |
11/15/2021 | Western Standard LLC | 239,154 | $2.48M | 1.4% | -21.3% | 1.782% | |
11/10/2021 | O Shaughnessy Asset Management LLC | 30,054 | $311K | 0.0% | +29.2% | 0.224% | |
11/5/2021 | Advisor Group Holdings Inc. | 3,940 | $40K | 0.0% | +301.2% | 0.029% | |
10/29/2021 | Janney Montgomery Scott LLC | 26,336 | $273K | 0.0% | +56.9% | 0.196% | |
10/28/2021 | Sigma Planning Corp | 52,672 | $546K | 0.0% | +4.7% | 0.393% | |
10/28/2021 | International Assets Investment Management LLC | 46,125 | $478K | 0.1% | +28.2% | 0.344% | |
10/19/2021 | Arkadios Wealth Advisors | 21,195 | $219K | 0.0% | -8.2% | 0.158% | |
10/7/2021 | Wiley BROS. Aintree Capital LLC | 19,550 | $203K | 0.1% | +15.0% | 0.146% | |
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10/4/2021 | Confluence Investment Management LLC | 387,302 | $4.01M | 0.1% | -0.3% | 2.887% | |
8/16/2021 | Squarepoint Ops LLC | 15,711 | $156K | 0.0% | N/A | 0.117% | |
8/16/2021 | First Trust Advisors LP | 287,084 | $2.86M | 0.0% | N/A | 2.140% | |
8/16/2021 | Morgan Stanley | 452,464 | $4.51M | 0.0% | +7.7% | 3.373% | |
8/16/2021 | Western Standard LLC | 303,712 | $3.03M | 1.8% | +22.2% | 2.264% | |
8/13/2021 | Sigma Planning Corp | 50,329 | $501K | 0.0% | +11.2% | 0.375% | |
8/13/2021 | Wealthstar Advisors LLC | 12,100 | $121K | 0.0% | N/A | 0.090% | |
8/9/2021 | O Shaughnessy Asset Management LLC | 23,256 | $232K | 0.0% | N/A | 0.173% | |
7/31/2021 | Advisors Asset Management Inc. | 44,466 | $443K | 0.0% | -33.4% | 0.332% | |
7/31/2021 | Arkadios Wealth Advisors | 23,095 | $230K | 0.0% | -45.1% | 0.172% | |