11/15/2024 | Public Employees Retirement System of Ohio | 45,908 | $873K | 0.0% | N/A | 0.148% | |
11/15/2024 | EP Wealth Advisors LLC | 66,451 | $1.26M | 0.0% | N/A | 0.214% | |
11/15/2024 | Stifel Financial Corp | 55,049 | $1.05M | 0.0% | +24.3% | 0.177% | |
11/15/2024 | Quarry LP | 32,560 | $619K | 0.2% | -6.1% | 0.105% | |
11/15/2024 | Rivernorth Capital Management LLC | 31,931 | $607K | 0.0% | N/A | 0.103% | |
11/15/2024 | IHT Wealth Management LLC | 10,066 | $191K | 0.0% | N/A | 0.032% | |
|
11/12/2024 | Penserra Capital Management LLC | 252,059 | $4.79M | 0.1% | N/A | 0.812% | |
11/12/2024 | Nwam LLC | 14,743 | $280K | 0.0% | N/A | 0.047% | |
11/9/2024 | Landscape Capital Management L.L.C. | 715,745 | $13.61M | 1.4% | +25.3% | 2.304% | |
11/7/2024 | Cassaday & Co Wealth Management LLC | 15,409 | $293K | 0.0% | +5.3% | 0.050% | |
11/6/2024 | Planning Capital Management Corp | 4,181 | $80K | 0.1% | +21.3% | 0.013% | |
11/4/2024 | Wolverine Asset Management LLC | 37,894 | $721K | 0.0% | -20.0% | 0.122% | |
10/31/2024 | Concurrent Investment Advisors LLC | 46,300 | $881K | 0.0% | N/A | 0.149% | |
10/24/2024 | Consolidated Portfolio Review Corp | 105,362 | $2.00M | 0.4% | +10.6% | 0.339% | |
10/22/2024 | International Assets Investment Management LLC | 40,811 | $7.76M | 0.0% | +1,850.8% | 0.131% | |
10/18/2024 | Raymond James & Associates | 401,391 | $7.63M | 0.0% | +15.0% | 1.292% | |
8/16/2024 | Quarry LP | 34,665 | $619K | 0.1% | N/A | 0.112% | |
8/15/2024 | Sculptor Capital LP | 16,476 | $294K | 0.0% | N/A | 0.053% | |
8/15/2024 | Sea Otter Advisors LLC | 66,032 | $1.18M | 8.4% | N/A | 0.213% | |
8/15/2024 | Logan Stone Capital LLC | 43,890 | $784K | 0.2% | N/A | 0.141% | |
8/9/2024 | Rathbones Group PLC | 12,205 | $218K | 0.0% | +22.6% | 0.039% | |
8/3/2024 | Shaker Financial Services LLC | 16,500 | $295K | 0.1% | N/A | 0.053% | |
8/2/2024 | Wolverine Asset Management LLC | 47,345 | $846K | 0.0% | N/A | 0.152% | |
8/1/2024 | Consolidated Portfolio Review Corp | 95,241 | $1.70M | 0.4% | +16.4% | 0.307% | |
7/31/2024 | Commonwealth Equity Services LLC | 55,337 | $988K | 0.0% | +18.0% | 0.178% | |
7/30/2024 | Searle & CO. | 21,615 | $386K | 0.1% | N/A | 0.070% | |
7/30/2024 | International Assets Investment Management LLC | 2,092 | $37K | 0.0% | N/A | 0.007% | |
7/22/2024 | Atria Wealth Solutions Inc. | 368,268 | $6.58M | 0.1% | +26.2% | 1.186% | |
7/19/2024 | Raymond James & Associates | 349,100 | $6.24M | 0.0% | +168.3% | 1.124% | |
7/18/2024 | Miracle Mile Advisors LLC | 14,430 | $258K | 0.0% | +26.2% | 0.046% | |
7/17/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 12,000 | $219K | 0.0% | N/A | 0.039% | |
7/10/2024 | Csenge Advisory Group | 20,265 | $362K | 0.0% | N/A | 0.065% | |
5/24/2024 | Cetera Advisors LLC | 12,769 | $261K | 0.0% | N/A | 0.041% | |
5/15/2024 | Beck Capital Management LLC | 183,425 | $3.76M | 1.1% | +0.8% | 0.591% | |
5/10/2024 | Nwam LLC | 12,630 | $259K | 0.0% | N/A | 0.041% | |
5/9/2024 | Koshinski Asset Management Inc. | 32,422 | $664K | 0.1% | -26.8% | 0.104% | |
5/8/2024 | Avantax Advisory Services Inc. | 19,697 | $403K | 0.0% | +67.3% | 0.063% | |
5/7/2024 | Oppenheimer & Co. Inc. | 41,719 | $854K | 0.0% | +24.0% | 0.134% | |
5/1/2024 | Janney Montgomery Scott LLC | 129,999 | $2.66M | 0.0% | +4.3% | 0.419% | |
4/30/2024 | Consolidated Portfolio Review Corp | 81,823 | $1.68M | 0.4% | +2.3% | 0.263% | |
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4/30/2024 | Commonwealth Equity Services LLC | 46,902 | $960K | 0.0% | +3.4% | 0.151% | |
4/25/2024 | Schnieders Capital Management LLC | 26,909 | $551K | 0.1% | +6.1% | 0.087% | |
4/22/2024 | PFG Investments LLC | 82,776 | $1.69M | 0.1% | N/A | 0.267% | |
4/22/2024 | American Institute for Advanced Investment Management LLP | 41,821 | $856K | 0.7% | +212.4% | 0.135% | |
2/12/2024 | Focus Financial Network Inc. ADV | 12,621 | $238K | 0.0% | N/A | 0.042% | |
2/8/2024 | Janney Montgomery Scott LLC | 124,597 | $2.28M | 0.0% | +1.3% | 0.420% | |
2/6/2024 | National Bank of Canada FI | 2,000 | $37K | 0.0% | +233.3% | 0.007% | |
2/2/2024 | Atria Wealth Solutions Inc. | 251,216 | $4.60M | 0.1% | +16.6% | 0.846% | |
2/2/2024 | Schnieders Capital Management LLC | 25,359 | $464K | 0.1% | +5.4% | 0.085% | |
1/31/2024 | Western Wealth Management LLC | 11,759 | $215K | 0.0% | N/A | 0.040% | |
1/29/2024 | Consolidated Portfolio Review Corp | 79,960 | $1.46M | 0.3% | -1.8% | 0.269% | |
1/29/2024 | Koshinski Asset Management Inc. | 44,315 | $811K | 0.1% | +104.9% | 0.149% | |
1/25/2024 | International Assets Investment Management LLC | 36,551 | $669K | 0.0% | N/A | 0.123% | |
1/24/2024 | International Assets Investment Management LLC | 36,551 | $669K | 0.0% | N/A | 0.123% | |
1/23/2024 | American Institute for Advanced Investment Management LLP | 13,387 | $245K | 0.2% | N/A | 0.045% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 11,125 | $203K | 0.0% | -5.6% | 0.037% | |
1/16/2024 | Raymond James & Associates | 25,641 | $469K | 0.0% | +25.0% | 0.086% | |
11/13/2023 | Consolidated Portfolio Review Corp | 81,444 | $1.42M | 0.3% | -8.9% | 0.274% | |
11/13/2023 | Robertson Stephens Wealth Management LLC | 14,200 | $247K | 0.0% | -6.6% | 0.048% | |
11/8/2023 | Atria Wealth Solutions Inc. | 215,380 | $3.75M | 0.1% | +33.4% | 0.725% | |
11/8/2023 | Schnieders Capital Management LLC | 24,059 | $419K | 0.1% | +27.7% | 0.081% | |
11/8/2023 | Avantax Advisory Services Inc. | 12,170 | $212K | 0.0% | N/A | 0.041% | |
11/8/2023 | Oppenheimer & Co. Inc. | 28,636 | $499K | 0.0% | +65.3% | 0.096% | |
11/1/2023 | Csenge Advisory Group | 37,314 | $650K | 0.0% | -15.3% | 0.126% | |
10/25/2023 | Miracle Mile Advisors LLC | 10,920 | $190K | 0.0% | N/A | 0.037% | |
10/24/2023 | Raymond James & Associates | 20,512 | $357K | 0.0% | +17.0% | 0.069% | |
10/20/2023 | Sunesis Advisors LLC | 12,109 | $211K | 0.1% | N/A | 0.041% | |
10/18/2023 | Koshinski Asset Management Inc. | 21,628 | $377K | 0.0% | +11.0% | 0.073% | |
8/17/2023 | Imprint Wealth LLC | 51,045 | $5.10M | 0.2% | N/A | 0.172% | |
8/11/2023 | Robertson Stephens Wealth Management LLC | 15,200 | $252K | 0.0% | +29.9% | 0.051% | |
8/11/2023 | Cibc World Market Inc. | 53,666 | $891K | 0.0% | -18.5% | 0.181% | |
8/11/2023 | Missouri Trust & Investment Co | 4,697 | $78K | 0.0% | N/A | 0.016% | |
8/7/2023 | Keystone Financial Group | 17,760 | $295K | 0.1% | N/A | 0.060% | |
8/3/2023 | Atria Wealth Solutions Inc. | 161,473 | $2.68M | 0.0% | +177.9% | 0.544% | |
8/3/2023 | Oppenheimer & Co. Inc. | 17,325 | $288K | 0.0% | +8.1% | 0.058% | |
8/1/2023 | Schnieders Capital Management LLC | 18,839 | $313K | 0.1% | +7.1% | 0.063% | |
7/28/2023 | Koshinski Asset Management Inc. | 19,477 | $323K | 0.0% | N/A | 0.066% | |
7/26/2023 | Janney Montgomery Scott LLC | 122,659 | $2.04M | 0.0% | +1.1% | 0.413% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 11,795 | $196K | 0.0% | -9.0% | 0.040% | |
7/25/2023 | Raymond James & Associates | 17,534 | $291K | 0.0% | +4.5% | 0.059% | |
7/20/2023 | Csenge Advisory Group | 44,040 | $731K | 0.0% | +8.5% | 0.148% | |
7/14/2023 | Bartlett & Co. LLC | 1,500 | $25K | 0.0% | N/A | 0.005% | |
5/11/2023 | Consolidated Portfolio Review Corp | 87,717 | $1.33M | 0.4% | N/A | 0.295% | |
5/11/2023 | Robertson Stephens Wealth Management LLC | 11,700 | $177K | 0.0% | N/A | 0.039% | |
5/11/2023 | Cooper Financial Group | 11,335 | $171K | 0.0% | N/A | 0.038% | |
5/10/2023 | Oppenheimer & Co. Inc. | 16,029 | $243K | 0.0% | N/A | 0.054% | |
5/1/2023 | Csenge Advisory Group | 40,595 | $614K | 0.0% | +13.8% | 0.137% | |
4/28/2023 | Janney Montgomery Scott LLC | 121,349 | $1.84M | 0.0% | +11.1% | 0.409% | |
4/27/2023 | GFS Advisors LLC | 12,864 | $195K | 0.0% | N/A | 0.043% | |
4/27/2023 | Sunesis Advisors LLC | 12,109 | $183K | 0.1% | N/A | 0.041% | |
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4/21/2023 | Kovack Advisors Inc. | 12,147 | $184K | 0.0% | N/A | 0.041% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 12,960 | $196K | 0.0% | +8.5% | 0.047% | |
4/14/2023 | Raymond James & Associates | 16,783 | $254K | 0.0% | +25.8% | 0.061% | |
2/13/2023 | Atria Wealth Solutions Inc. | 58,097 | $918K | 0.0% | +149.4% | 0.213% | |
2/9/2023 | Elequin Securities LLC | 9,658 | $143K | 0.0% | N/A | 0.035% | |
2/7/2023 | Commonwealth Equity Services LLC | 40,348 | $597K | 0.0% | -46.4% | 0.148% | |
2/6/2023 | Y.D. More Investments Ltd | 1,694 | $25K | 0.0% | N/A | 0.006% | |
2/1/2023 | Janney Montgomery Scott LLC | 109,265 | $1.62M | 0.0% | -3.1% | 0.400% | |
1/23/2023 | Allspring Global Investments Holdings LLC | 763,734 | $11.31M | 0.0% | -46.3% | 2.796% | |
11/15/2022 | Colony Group LLC | 133,358 | $2.14M | 0.0% | +306.7% | 0.488% | |