2/15/2024 | Bartlett & CO. Wealth Management LLC | 23,400 | $251K | 0.0% | -49.2% | 0.202% | |
2/9/2024 | Balboa Wealth Partners | 10,200 | $109K | 0.0% | -11.5% | 0.088% | |
2/8/2024 | Robinson Capital Management LLC | 70,472 | $756K | 0.3% | +6.2% | 0.608% | |
2/8/2024 | Matisse Capital | 148,851 | $1.59M | 0.8% | +21.9% | 1.283% | |
2/2/2024 | Meixler Investment Management Ltd. | 62,400 | $668K | 0.6% | -18.9% | 0.538% | |
2/2/2024 | Alesco Advisors LLC | 14,300 | $153K | 0.0% | N/A | 0.123% | |
|
2/1/2024 | Wolverine Asset Management LLC | 99,280 | $1.06M | 0.0% | +8.9% | 0.856% | |
1/24/2024 | Stratos Wealth Partners LTD. | 10,910 | $117K | 0.0% | -53.9% | 0.094% | |
1/16/2024 | Raymond James & Associates | 33,427 | $358K | 0.0% | +9.4% | 0.288% | |
1/8/2024 | Bartlett & Co. LLC | 23,400 | $250K | 0.0% | -49.2% | 0.202% | |
11/14/2023 | AQR Arbitrage LLC | 58,882 | $567K | 0.0% | +199.0% | 0.508% | |
11/14/2023 | Saba Capital Management L.P. | 180,171 | $1.74M | 0.0% | +1,619.4% | 1.553% | |
11/14/2023 | Robinson Capital Management LLC | 66,385 | $631K | 0.3% | N/A | 0.572% | |
11/13/2023 | Wolverine Asset Management LLC | 91,131 | $878K | 0.0% | -4.3% | 0.786% | |
11/13/2023 | Kestra Advisory Services LLC | 12,808 | $123K | 0.0% | -9.7% | 0.110% | |
11/8/2023 | Landscape Capital Management L.L.C. | 10,951 | $105K | 0.0% | -28.5% | 0.094% | |
11/7/2023 | Meixler Investment Management Ltd. | 76,900 | $741K | 0.7% | -23.9% | 0.664% | |
10/24/2023 | Raymond James & Associates | 30,552 | $294K | 0.0% | +7.0% | 0.264% | |
10/23/2023 | Commonwealth Equity Services LLC | 37,540 | $362K | 0.0% | -8.0% | 0.324% | |
10/13/2023 | Matisse Capital | 122,133 | $1.18M | 0.8% | +72.7% | 1.054% | |
8/11/2023 | Landscape Capital Management L.L.C. | 15,318 | $165K | 0.0% | N/A | 0.132% | |
8/10/2023 | Cetera Advisors LLC | 100,987 | $1.09M | 0.0% | +3.2% | 0.871% | |
8/8/2023 | Balboa Wealth Partners | 11,525 | $124K | 0.0% | -8.1% | 0.099% | |
8/7/2023 | Wolverine Asset Management LLC | 95,191 | $1.02M | 0.0% | +10.3% | 0.821% | |
8/3/2023 | Meixler Investment Management Ltd. | 101,075 | $1.09M | 1.0% | -8.9% | 0.872% | |
8/2/2023 | Matisse Capital | 70,709 | $760K | 0.5% | N/A | 0.610% | |
7/31/2023 | LPL Financial LLC | 45,511 | $489K | 0.0% | -35.9% | 0.393% | |
7/21/2023 | Ackerman Capital Advisors LLC | 23,764 | $255K | 0.1% | N/A | 0.205% | |
7/14/2023 | Bartlett & Co. LLC | 45,100 | $486K | 0.0% | -2.6% | 0.389% | |
5/16/2023 | Family Management Corp | 20,991 | $237K | 0.1% | -36.2% | 0.181% | |
5/15/2023 | ICA Group Wealth Management LLC | 14,200 | $160K | 0.0% | N/A | 0.122% | |
5/11/2023 | Meixler Investment Management Ltd. | 110,925 | $1.25M | 1.2% | -3.6% | 0.957% | |
5/9/2023 | 1776 Wealth LLC | 68,944 | $779K | 0.5% | -12.7% | 0.595% | |
5/8/2023 | Wolverine Asset Management LLC | 86,267 | $975K | 0.0% | +58.4% | 0.744% | |
4/7/2023 | Mission Wealth Management LP | 20,000 | $226K | 0.0% | N/A | 0.173% | |
4/6/2023 | Bartlett & Co. LLC | 46,300 | $525K | 0.0% | -21.0% | 0.399% | |
2/10/2023 | CoreCap Advisors LLC | 4,000 | $45K | 0.0% | N/A | 0.035% | |
2/10/2023 | Meixler Investment Management Ltd. | 115,075 | $1.28M | 1.3% | -3.4% | 0.993% | |
2/9/2023 | Landscape Capital Management L.L.C. | 10,535 | $118K | 0.0% | N/A | 0.091% | |
2/7/2023 | Commonwealth Equity Services LLC | 39,975 | $446K | 0.0% | +11.1% | 0.345% | |
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2/7/2023 | LPL Financial LLC | 77,057 | $860K | 0.0% | -41.7% | 0.665% | |
2/7/2023 | Hollencrest Capital Management | 2,775 | $31K | 0.0% | N/A | 0.024% | |
2/1/2023 | Wolverine Asset Management LLC | 54,478 | $608K | 0.0% | N/A | 0.470% | |
1/13/2023 | Dynamic Advisor Solutions LLC | 14,459 | $161K | 0.0% | -17.5% | 0.125% | |
1/12/2023 | Ackerman Capital Advisors LLC | 10,590 | $118K | 0.0% | N/A | 0.091% | |
1/4/2023 | Bartlett & Co. LLC | 58,600 | $654K | 0.0% | +3.9% | 0.505% | |
11/4/2022 | Alpha Cubed Investments LLC | 13,539 | $170K | 0.0% | -90.9% | 0.117% | |
11/1/2022 | Kestra Advisory Services LLC | 12,374 | $155K | 0.0% | N/A | 0.107% | |
10/25/2022 | Raymond James & Associates | 32,578 | $408K | 0.0% | -65.7% | 0.281% | |
10/24/2022 | Meixler Investment Management Ltd. | 119,125 | $1.49M | 1.7% | -4.8% | 1.028% | |
10/24/2022 | Stratos Wealth Partners LTD. | 18,010 | $225K | 0.0% | N/A | 0.155% | |
10/20/2022 | Silver Lake Advisory LLC | 12,356 | $155K | 0.1% | -12.8% | 0.107% | |
10/20/2022 | Dynamic Advisor Solutions LLC | 17,520 | $219K | 0.0% | -9.9% | 0.151% | |
10/17/2022 | Private Trust Co. NA | 6,068 | $76K | 0.0% | N/A | 0.052% | |
8/11/2022 | Cetera Advisors LLC | 107,762 | $1.38M | 0.0% | +1.6% | 0.930% | |
8/11/2022 | CoreCap Advisors LLC | 4,000 | $51K | 0.0% | N/A | 0.035% | |
8/9/2022 | SeaCrest Wealth Management LLC | 5,200 | $67K | 0.0% | N/A | 0.045% | |
8/2/2022 | Bartlett & Co. LLC | 56,400 | $727K | 0.0% | +8.9% | 0.487% | |
7/29/2022 | Total Clarity Wealth Management Inc. | 5,000 | $64K | 0.0% | N/A | 0.043% | |
7/19/2022 | Commonwealth Equity Services LLC | 35,775 | $459K | 0.0% | +231.5% | 0.309% | |
7/18/2022 | Western Wealth Management LLC | 23,583 | $311K | 0.0% | +11.9% | 0.204% | |
7/13/2022 | Allworth Financial LP | 3,698 | $47K | 0.0% | N/A | 0.032% | |
5/17/2022 | Family Management Corp | 32,901 | $447K | 0.1% | +19.5% | 0.284% | |
5/12/2022 | Claraphi Advisory Network LLC | 12,001 | $163K | 0.0% | N/A | 0.104% | |
5/12/2022 | Cetera Advisors LLC | 106,032 | $1.44M | 0.0% | +4.4% | 0.915% | |
5/10/2022 | Western Wealth Management LLC | 21,083 | $287K | 0.0% | N/A | 0.182% | |
5/4/2022 | Commonwealth Equity Services LLC | 10,791 | $146K | 0.0% | N/A | 0.093% | |
4/22/2022 | Alpha Cubed Investments LLC | 149,499 | $2.03M | 0.1% | N/A | 1.291% | |
4/22/2022 | Meixler Investment Management Ltd. | 134,975 | $1.84M | 1.8% | -13.0% | 1.165% | |
4/11/2022 | Dynamic Advisor Solutions LLC | 19,239 | $262K | 0.0% | +60.4% | 0.166% | |
3/10/2022 | Meixler Investment Management Ltd. | 155,150 | $2.48M | 2.6% | N/A | 1.340% | |
2/9/2022 | MAS Advisors LLC | 17,409 | $278K | 0.2% | N/A | 0.150% | |
2/8/2022 | Raymond James & Associates | 143,575 | $2.30M | 0.0% | -7.7% | 1.240% | |
2/7/2022 | Concourse Financial Group Securities Inc. | 2,140 | $34K | 0.0% | N/A | 0.018% | |
2/3/2022 | Advisor Group Holdings Inc. | 7,317 | $117K | 0.0% | -16.5% | 0.063% | |
1/31/2022 | CWM LLC | 6,973 | $112K | 0.0% | N/A | 0.060% | |
11/16/2021 | Cetera Advisors LLC | 104,283 | $1.64M | 0.0% | +2.6% | 0.900% | |
11/16/2021 | LPL Financial LLC | 109,404 | $1.72M | 0.0% | +825.7% | 0.945% | |
11/16/2021 | MML Investors Services LLC | 21,196 | $332K | 0.0% | N/A | 0.183% | |
11/5/2021 | Advisor Group Holdings Inc. | 8,766 | $138K | 0.0% | -17.2% | 0.076% | |
10/21/2021 | Total Clarity Wealth Management Inc. | 5,000 | $78K | 0.0% | N/A | 0.043% | |
10/15/2021 | Bartlett & Co. LLC | 51,150 | $802K | 0.0% | +8.5% | 0.442% | |
8/16/2021 | Royal Bank of Canada | 21,050 | $341K | 0.0% | -8.7% | 0.182% | |
8/11/2021 | Bank of New York Mellon Corp | 23,230 | $376K | 0.0% | N/A | 0.201% | |
8/11/2021 | Fiera Capital Corp | 39,305 | $535K | 0.0% | -12.6% | 0.340% | |
8/10/2021 | Dynamic Advisor Solutions LLC | 11,804 | $191K | 0.0% | N/A | 0.102% | |
8/2/2021 | Advisor Group Holdings Inc. | 10,588 | $171K | 0.0% | -20.3% | 0.092% | |
7/31/2021 | Bartlett & Co. LLC | 47,150 | $763K | 0.0% | +11.9% | 0.408% | |
7/29/2021 | Kovack Advisors Inc. | 13,008 | $211K | 0.0% | N/A | 0.112% | |
5/18/2021 | Morgan Stanley | 121,036 | $1.83M | 0.0% | +5.8% | 1.046% | |
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5/17/2021 | Royal Bank of Canada | 23,046 | $349K | 0.0% | +4.6% | 0.199% | |
5/17/2021 | Ameriprise Financial Inc. | 14,125 | $214K | 0.0% | -28.9% | 0.122% | |
5/12/2021 | UBS Group AG | 50,738 | $769K | 0.0% | -6.0% | 0.438% | |
5/11/2021 | Fiera Capital Corp | 44,953 | $681K | 0.0% | -47.0% | 0.388% | |
5/5/2021 | Total Clarity Wealth Management Inc. | 5,000 | $76K | 0.0% | N/A | 0.043% | |
4/28/2021 | Shufro Rose & Co. LLC | 10,000 | $152K | 0.0% | N/A | 0.086% | |
4/27/2021 | CWM LLC | 10,796 | $164K | 0.0% | -14.0% | 0.093% | |
4/19/2021 | Bartlett & Co. LLC | 42,150 | $639K | 0.0% | +7.1% | 0.364% | |
2/12/2021 | Raymond James Financial Services Advisors Inc. | 66,343 | $1.05M | 0.0% | N/A | 0.573% | |
2/9/2021 | Wells Fargo & Company MN | 99,494 | $1.58M | 0.0% | -1.7% | 0.860% | |