5/1/2024 | Matisse Capital | 140,611 | $1.19M | 0.6% | +6.3% | 1.075% | |
4/30/2024 | Private Advisor Group LLC | 207,966 | $1.76M | 0.0% | +1.9% | 1.590% | |
4/30/2024 | Consolidated Portfolio Review Corp | 107,160 | $904K | 0.2% | +5.9% | 0.819% | |
4/24/2024 | Arlington Capital Management Inc. | 17,363 | $147K | 0.1% | +11.8% | 0.133% | |
4/22/2024 | PFG Investments LLC | 109,160 | $921K | 0.1% | N/A | 0.835% | |
2/12/2024 | ORBA Wealth Advisors L.L.C. | 14,000 | $111K | 0.1% | N/A | 0.107% | |
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2/12/2024 | RPO LLC | 12,287 | $98K | 0.1% | N/A | 0.094% | |
2/9/2024 | D.A. Davidson & CO. | 159,349 | $1.27M | 0.0% | -7.5% | 1.219% | |
2/8/2024 | Matisse Capital | 132,281 | $1.05M | 0.6% | +658.1% | 1.011% | |
2/7/2024 | Arlington Capital Management Inc. | 15,524 | $124K | 0.1% | N/A | 0.119% | |
2/6/2024 | Private Advisor Group LLC | 204,176 | $1.63M | 0.0% | +1.4% | 1.561% | |
2/1/2024 | Wolverine Asset Management LLC | 130,757 | $1.04M | 0.0% | +29.9% | 1.000% | |
1/29/2024 | Consolidated Portfolio Review Corp | 101,163 | $805K | 0.2% | +28.7% | 0.773% | |
1/24/2024 | Sowell Financial Services LLC | 39,073 | $311K | 0.0% | N/A | 0.299% | |
11/14/2023 | AQR Arbitrage LLC | 39,585 | $295K | 0.0% | N/A | 0.303% | |
11/14/2023 | Saba Capital Management L.P. | 70,962 | $528K | 0.0% | N/A | 0.543% | |
11/13/2023 | Consolidated Portfolio Review Corp | 78,630 | $585K | 0.1% | +65.9% | 0.601% | |
11/13/2023 | Wolverine Asset Management LLC | 100,687 | $749K | 0.0% | +282.6% | 0.770% | |
11/8/2023 | D.A. Davidson & CO. | 172,335 | $1.28M | 0.0% | -12.7% | 1.318% | |
11/3/2023 | Private Advisor Group LLC | 201,368 | $1.50M | 0.0% | +2.1% | 1.540% | |
10/24/2023 | Financial Management Network Inc. | 11,064 | $80K | 0.0% | N/A | 0.085% | |
10/13/2023 | Matisse Capital | 17,450 | $130K | 0.1% | N/A | 0.133% | |
8/11/2023 | D.A. Davidson & CO. | 197,481 | $1.58M | 0.0% | +15.0% | 1.510% | |
8/10/2023 | Private Advisor Group LLC | 197,209 | $1.58M | 0.0% | +1.6% | 1.508% | |
8/10/2023 | Cetera Investment Advisers | 20,784 | $166K | 0.0% | -6.7% | 0.159% | |
8/10/2023 | Summit X LLC | 92,399 | $740K | 0.2% | -4.0% | 0.707% | |
8/7/2023 | Wolverine Asset Management LLC | 26,316 | $211K | 0.0% | N/A | 0.201% | |
8/3/2023 | SPC Financial Inc. | 18,600 | $149K | 0.0% | -21.5% | 0.142% | |
7/26/2023 | Resonant Capital Advisors LLC | 10,000 | $80K | 0.0% | N/A | 0.076% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 83,471 | $669K | 0.0% | +23.4% | 0.638% | |
5/10/2023 | Private Advisor Group LLC | 194,148 | $1.60M | 0.0% | N/A | 1.484% | |
5/10/2023 | Summit X LLC | 96,274 | $794K | 0.2% | +31.2% | 0.736% | |
5/9/2023 | SPC Financial Inc. | 23,700 | $196K | 0.0% | -12.9% | 0.181% | |
4/25/2023 | D.A. Davidson & CO. | 171,725 | $1.42M | 0.0% | +111.8% | 1.313% | |
4/19/2023 | International Assets Investment Management LLC | 19,290 | $261K | 0.0% | N/A | 0.147% | |
4/14/2023 | Raymond James & Associates | 18,313 | $151K | 0.0% | -19.2% | 0.140% | |
2/8/2023 | Belpointe Asset Management LLC | 6,500 | $56K | 0.0% | N/A | 0.050% | |
2/7/2023 | Commonwealth Equity Services LLC | 14,398 | $123K | 0.0% | -27.6% | 0.110% | |
2/3/2023 | D.A. Davidson & CO. | 81,060 | $697K | 0.0% | +17.1% | 0.621% | |
2/1/2023 | Wolverine Asset Management LLC | 14,178 | $122K | 0.0% | N/A | 0.109% | |
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2/1/2023 | SPC Financial Inc. | 27,200 | $234K | 0.0% | -20.5% | 0.208% | |
1/25/2023 | Fifth Third Bancorp | 5,395 | $46K | 0.0% | -36.5% | 0.041% | |
1/18/2023 | Private Advisor Group LLC | 143,872 | $1.24M | 0.0% | +3.7% | 1.103% | |
1/11/2023 | McElhenny Sheffield Capital Management LLC | 9,375 | $81K | 0.0% | N/A | 0.072% | |
1/5/2023 | Future Financial Wealth Managment LLC | 16,282 | $140K | 0.2% | +21.1% | 0.125% | |
11/16/2022 | Covington Capital Management | 30,109 | $258K | 0.0% | -5.0% | 0.231% | |
11/7/2022 | D.A. Davidson & CO. | 69,238 | $593K | 0.0% | +33.7% | 0.531% | |
11/3/2022 | Financial Management Network Inc. | 16,634 | $149K | 0.1% | N/A | 0.128% | |
11/2/2022 | Summit X LLC | 85,447 | $731K | 0.2% | +16.4% | 0.655% | |
10/27/2022 | SPC Financial Inc. | 34,200 | $293K | 0.0% | -8.3% | 0.262% | |
10/26/2022 | Quaker Wealth Management LLC | 10,075 | $86K | 0.0% | N/A | 0.077% | |
10/26/2022 | Truist Financial Corp | 49,766 | $426K | 0.0% | N/A | 0.381% | |
10/25/2022 | Fifth Third Bancorp | 8,495 | $73K | 0.0% | -22.5% | 0.065% | |
10/25/2022 | Raymond James & Associates | 19,492 | $167K | 0.0% | -37.2% | 0.149% | |
10/21/2022 | Vanguard Capital Wealth Advisors | 34,000 | $291K | 0.4% | +13.3% | 0.261% | |
10/14/2022 | Private Advisor Group LLC | 138,782 | $1.19M | 0.0% | +89.9% | 1.064% | |
10/13/2022 | Future Financial Wealth Managment LLC | 13,444 | $128K | 0.1% | N/A | 0.103% | |
8/24/2022 | Schmidt P J Investment Management Inc. | 20,000 | $196K | 0.0% | N/A | 0.153% | |
8/11/2022 | Cetera Investment Advisers | 32,336 | $308K | 0.0% | -9.1% | 0.248% | |
8/3/2022 | SPC Financial Inc. | 37,300 | $355K | 0.0% | +9.4% | 0.286% | |
7/28/2022 | D.A. Davidson & CO. | 51,801 | $493K | 0.0% | +25.7% | 0.397% | |
7/19/2022 | Commonwealth Equity Services LLC | 15,779 | $150K | 0.0% | -11.1% | 0.121% | |
7/13/2022 | Private Advisor Group LLC | 73,093 | $696K | 0.0% | +88.2% | 0.560% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 54,583 | $520K | 0.0% | +7.2% | 0.418% | |
5/12/2022 | D.A. Davidson & CO. | 41,211 | $474K | 0.0% | +9.2% | 0.316% | |
5/5/2022 | Summit X LLC | 74,561 | $863K | 0.2% | -9.4% | 0.571% | |
5/4/2022 | Advisor Group Holdings Inc. | 59,340 | $684K | 0.0% | +5.8% | 0.455% | |
5/3/2022 | Future Financial Wealth Managment LLC | 8,806 | $101K | 0.1% | +181.3% | 0.067% | |
5/2/2022 | SPC Financial Inc. | 34,100 | $392K | 0.0% | +16.8% | 0.261% | |
2/16/2022 | Covington Capital Management | 31,709 | $404K | 0.0% | -9.9% | 0.249% | |
2/10/2022 | Private Advisor Group LLC | 15,003 | $191K | 0.0% | +28.4% | 0.118% | |
2/8/2022 | Raymond James & Associates | 20,780 | $265K | 0.0% | +20.1% | 0.163% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 46,777 | $596K | 0.0% | +14.9% | 0.367% | |
2/3/2022 | Advisor Group Holdings Inc. | 56,111 | $715K | 0.0% | +109.4% | 0.440% | |
1/31/2022 | Commonwealth Equity Services LLC | 17,681 | $225K | 0.0% | -26.1% | 0.139% | |
1/31/2022 | SPC Financial Inc. | 29,200 | $372K | 0.0% | +39.7% | 0.229% | |
1/19/2022 | Summit X LLC | 82,325 | $1.05M | 0.2% | -3.6% | 0.646% | |
1/7/2022 | Future Financial Wealth Managment LLC | 3,131 | $40K | 0.0% | N/A | 0.025% | |
11/16/2021 | Cetera Investment Advisers | 42,178 | $541K | 0.0% | -1.9% | 0.331% | |
11/12/2021 | Wolverine Asset Management LLC | 14,643 | $187K | 0.0% | N/A | 0.115% | |
11/10/2021 | Oxbow Advisors LLC | 10,685 | $137K | 0.0% | N/A | 0.084% | |
11/5/2021 | SPC Financial Inc. | 20,900 | $268K | 0.0% | +25.1% | 0.164% | |
11/5/2021 | Advisor Group Holdings Inc. | 26,795 | $343K | 0.0% | +50.9% | 0.210% | |
11/2/2021 | Cambridge Investment Research Advisors Inc. | 40,697 | $522K | 0.0% | +29.1% | 0.319% | |
10/29/2021 | Commonwealth Equity Services LLC | 23,912 | $306K | 0.0% | +33.7% | 0.188% | |
10/19/2021 | Summit X LLC | 85,398 | $1.09M | 0.3% | -1.6% | 0.670% | |
9/7/2021 | Newbridge Financial Services Group Inc. | 35,493 | $474K | 0.3% | +22.1% | 0.278% | |
8/13/2021 | LPL Financial LLC | 42,766 | $571K | 0.0% | -6.5% | 0.335% | |
8/13/2021 | Northwestern Mutual Wealth Management Co. | 11,622 | $155K | 0.0% | +10.9% | 0.091% | |
8/10/2021 | Cambridge Investment Research Advisors Inc. | 31,525 | $421K | 0.0% | +72.5% | 0.247% | |
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8/10/2021 | Mid Atlantic Financial Management Inc. ADV | 13,500 | $180K | 0.0% | N/A | 0.106% | |
8/6/2021 | Bessemer Group Inc. | 9,000 | $120K | 0.0% | N/A | 0.071% | |
8/6/2021 | Fifth Third Bancorp | 10,955 | $146K | 0.0% | -6.8% | 0.086% | |
8/4/2021 | Creative Planning | 18,207 | $243K | 0.0% | +6.7% | 0.143% | |
8/2/2021 | Advisor Group Holdings Inc. | 17,751 | $237K | 0.0% | +6.0% | 0.139% | |
7/31/2021 | SPC Financial Inc. | 16,700 | $223K | 0.0% | +28.5% | 0.131% | |
5/18/2021 | Morgan Stanley | 154,348 | $2.03M | 0.0% | +7.2% | 1.211% | |
5/12/2021 | UBS Group AG | 63,766 | $839K | 0.0% | -9.0% | 0.500% | |
5/7/2021 | Cambridge Investment Research Advisors Inc. | 18,276 | $241K | 0.0% | N/A | 0.143% | |
5/7/2021 | Fifth Third Bancorp | 11,755 | $155K | 0.0% | -32.3% | 0.092% | |