11/15/2024 | Stifel Financial Corp | 22,280 | $1.02M | 0.0% | +4.1% | 0.078% | |
11/15/2024 | Integrated Wealth Concepts LLC | 40,080 | $1.84M | 0.0% | -8.8% | 0.141% | |
11/15/2024 | HighTower Advisors LLC | 34,258 | $1.57M | 0.0% | +5.8% | 0.121% | |
11/13/2024 | Brown Brothers Harriman & Co. | 17,333 | $795K | 0.0% | -22.4% | 0.061% | |
11/13/2024 | Douglass Winthrop Advisors LLC | 54,310 | $2.49M | 0.0% | N/A | 0.191% | |
11/12/2024 | Smithfield Trust Co | 4,478 | $203K | 0.0% | N/A | 0.016% | |
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11/9/2024 | Landscape Capital Management L.L.C. | 9,038 | $414K | 0.0% | +15.6% | 0.032% | |
11/7/2024 | Pathstone Holdings LLC | 140,198 | $6.43M | 0.0% | +259.7% | 0.494% | |
11/7/2024 | S&CO Inc. | 15,523 | $711K | 0.0% | -14.7% | 0.055% | |
11/4/2024 | Wolverine Asset Management LLC | 24,296 | $1.11M | 0.0% | +421.3% | 0.086% | |
10/31/2024 | Shaker Financial Services LLC | 139,353 | $6.39M | 2.4% | +118.7% | 0.491% | |
10/22/2024 | International Assets Investment Management LLC | 119,464 | $54.76M | 0.0% | N/A | 0.421% | |
10/18/2024 | Raymond James & Associates | 99,620 | $4.57M | 0.0% | +1.0% | 0.351% | |
9/5/2024 | Sanctuary Advisors LLC | 52,726 | $2.17M | 0.0% | N/A | 0.186% | |
8/22/2024 | Cetera Investment Advisers | 37,700 | $1.66M | 0.0% | +3.2% | 0.133% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 17,963 | $791K | 0.0% | +18.9% | 0.063% | |
8/9/2024 | City of London Investment Management Co. Ltd. | 20,550 | $905K | 0.1% | -39.1% | 0.072% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 95,565 | $4.21M | 0.9% | +2.0% | 0.337% | |
8/3/2024 | Shaker Financial Services LLC | 63,707 | $2.80M | 1.1% | -56.0% | 0.224% | |
8/2/2024 | Wolverine Asset Management LLC | 4,661 | $205K | 0.0% | +5,584.1% | 0.016% | |
8/1/2024 | FFT Wealth Management LLC | 21,596 | $951K | 0.1% | +5.9% | 0.076% | |
7/31/2024 | Essex Financial Services Inc. | 6,856 | $302K | 0.0% | N/A | 0.024% | |
7/31/2024 | Confluence Wealth Services Inc. | 5,989 | $264K | 0.0% | -5.5% | 0.021% | |
7/31/2024 | Commonwealth Equity Services LLC | 5,028 | $221K | 0.0% | -74.7% | 0.018% | |
7/25/2024 | Raymond James Trust N.A. | 5,038 | $222K | 0.0% | N/A | 0.018% | |
7/19/2024 | Raymond James & Associates | 98,658 | $4.34M | 0.0% | -3.4% | 0.348% | |
7/13/2024 | Quad Cities Investment Group LLC | 6,608 | $291K | 0.2% | -6.1% | 0.023% | |
7/13/2024 | Evanson Asset Management LLC | 5,576 | $245K | 0.0% | +12.4% | 0.020% | |
7/12/2024 | Capital Investment Advisors LLC | 37,246 | $1.64M | 0.0% | -3.4% | 0.131% | |
5/24/2024 | Cetera Advisors LLC | 14,498 | $606K | 0.0% | N/A | 0.051% | |
5/14/2024 | Karpus Management Inc. | 15,289 | $639K | 0.0% | -23.3% | 0.054% | |
5/10/2024 | City of London Investment Management Co. Ltd. | 33,724 | $1.41M | 0.1% | +175.9% | 0.119% | |
5/7/2024 | Stonebrook Private Inc. | 8,157 | $341K | 0.1% | -7.6% | 0.029% | |
5/3/2024 | Wittenberg Investment Management Inc. | 5,186 | $217K | 0.1% | N/A | 0.018% | |
5/1/2024 | Matisse Capital | 60,000 | $2.51M | 1.2% | N/A | 0.211% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 93,654 | $3.91M | 0.8% | +52.3% | 0.330% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 191,357 | $7.99M | 0.0% | +2.7% | 0.674% | |
4/22/2024 | Confluence Wealth Services Inc. | 6,336 | $265K | 0.0% | -21.9% | 0.022% | |
4/13/2024 | Evanson Asset Management LLC | 4,961 | $207K | 0.0% | N/A | 0.017% | |
4/13/2024 | Quad Cities Investment Group LLC | 7,034 | $294K | 0.2% | -6.3% | 0.025% | |
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4/12/2024 | Harbor Investment Advisory LLC | 835 | $35K | 0.0% | N/A | 0.003% | |
4/5/2024 | NBC Securities Inc. | 1,109 | $46K | 0.0% | -28.1% | 0.004% | |
2/15/2024 | Bulldog Investors LLP | 249,645 | $9.43M | 3.1% | +2.3% | 0.879% | |
2/13/2024 | 1607 Capital Partners LLC | 321,221 | $12.13M | 0.9% | -2.6% | 1.131% | |
2/12/2024 | S&CO Inc. | 19,588 | $739K | 0.1% | +4.5% | 0.069% | |
2/9/2024 | City of London Investment Management Co. Ltd. | 12,224 | $462K | 0.0% | +6.3% | 0.044% | |
2/7/2024 | Shaker Financial Services LLC | 210,770 | $7.96M | 3.3% | +1.4% | 0.753% | |
2/5/2024 | Stonebrook Private Inc. | 8,824 | $333K | 0.1% | N/A | 0.032% | |
2/1/2024 | Wolverine Asset Management LLC | 23,568 | $890K | 0.0% | -45.5% | 0.084% | |
1/31/2024 | Institute for Wealth Management LLC. | 19,782 | $747K | 0.1% | -28.7% | 0.071% | |
1/25/2024 | Confluence Wealth Services Inc. | 8,112 | $306K | 0.0% | -15.1% | 0.029% | |
1/25/2024 | International Assets Investment Management LLC | 98,433 | $37.18M | 0.1% | N/A | 0.352% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 61,496 | $2.32M | 0.6% | +19.2% | 0.220% | |
1/24/2024 | International Assets Investment Management LLC | 98,433 | $37.18M | 0.0% | N/A | 0.352% | |
1/18/2024 | Accel Wealth Management | 7,931 | $300K | 0.2% | +4.5% | 0.028% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 186,400 | $7.04M | 0.0% | -10.8% | 0.666% | |
1/16/2024 | Raymond James & Associates | 107,307 | $4.05M | 0.0% | +1.9% | 0.384% | |
1/10/2024 | Quad Cities Investment Group LLC | 7,503 | $281K | 0.2% | +3.7% | 0.027% | |
1/5/2024 | Capital Investment Advisors LLC | 39,040 | $1.48M | 0.0% | -2.5% | 0.140% | |
11/21/2023 | Almitas Capital LLC | 36,483 | $1.25M | 0.6% | +24.2% | 0.130% | |
11/14/2023 | AQR Arbitrage LLC | 40,935 | $1.45M | 0.1% | +132.6% | 0.146% | |
11/14/2023 | Thomas J. Herzfeld Advisors Inc. | 93,586 | $3.32M | 1.3% | -5.6% | 0.334% | |
11/13/2023 | Wolverine Asset Management LLC | 43,279 | $1.53M | 0.0% | +23.4% | 0.155% | |
11/9/2023 | City of London Investment Management Co. Ltd. | 11,500 | $408K | 0.0% | +15.6% | 0.041% | |
11/8/2023 | HighTower Advisors LLC | 26,339 | $937K | 0.0% | +34.7% | 0.094% | |
11/7/2023 | Atlas Wealth LLC | 484,145 | $17.16M | 3.2% | -0.5% | 1.731% | |
11/4/2023 | NBC Securities Inc. | 1,635 | $57K | 0.0% | N/A | 0.006% | |
11/2/2023 | Shaker Financial Services LLC | 207,886 | $7.37M | 3.4% | +7.0% | 0.743% | |
11/1/2023 | Confluence Wealth Services Inc. | 9,559 | $339K | 0.1% | -17.6% | 0.034% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 51,600 | $1.83M | 0.5% | +14.6% | 0.184% | |
10/26/2023 | Advisor Partners II LLC | 11,036 | $391K | 0.0% | N/A | 0.039% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 209,056 | $7.41M | 0.0% | +0.7% | 0.747% | |
10/24/2023 | Raymond James & Associates | 105,311 | $3.73M | 0.0% | -5.4% | 0.376% | |
10/23/2023 | Commonwealth Equity Services LLC | 32,435 | $1.15M | 0.0% | -1.5% | 0.116% | |