8/15/2025 | Bank of America Corp DE | 292,928 | $3.23M | 0.0% | +8.6% | 0.000% | |
8/14/2025 | Raymond James Financial Inc. | 96,997 | $1.07M | 0.0% | +17.3% | 0.000% | |
8/8/2025 | Fiera Capital Corp | 261,335 | $2.89M | 0.0% | -1.7% | 0.000% | |
8/8/2025 | PNC Financial Services Group Inc. | 5,515 | $61K | 0.0% | N/A | 0.000% | |
8/1/2025 | FSA Advisors Inc. | 218,413 | $2.41M | 2.0% | +117.0% | 0.000% | |
7/28/2025 | Harbour Investments Inc. | 8,450 | $93K | 0.0% | -30.7% | 0.000% | |
7/28/2025 | Axxcess Wealth Management LLC | 34,700 | $383K | 0.0% | +8.4% | 0.000% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 153,229 | $1.69M | 0.0% | -27.4% | 0.000% | |
7/23/2025 | Foresight Capital Management Advisors Inc. | 28,723 | $317K | 0.2% | +8.3% | 0.000% | |
7/17/2025 | Melfa Wealth Management Inc. | 52,790 | $583K | 0.4% | +6.8% | 0.000% | |
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7/10/2025 | Oliver Lagore Vanvalin Investment Group | 4,064 | $46K | 0.0% | N/A | 0.000% | |
7/9/2025 | Summit Financial Consulting LLC | 27,444 | $303K | 0.3% | +10.7% | 0.000% | |
7/8/2025 | Melone Private Wealth LLC | 377,621 | $4.13M | 2.1% | +2.3% | 0.000% | |
7/7/2025 | Capital Asset Advisory Services LLC | 34,700 | $385K | 0.0% | +8.4% | 0.000% | |
5/16/2025 | AQR Arbitrage LLC | 33,473 | $381K | 0.0% | -47.1% | 0.114% | |
5/15/2025 | Baird Financial Group Inc. | 28,524 | $325K | 0.0% | -25.9% | 0.097% | |
5/14/2025 | Kestra Advisory Services LLC | 255,984 | $2.91M | 0.0% | +19.6% | 0.872% | |
5/13/2025 | Elequin Capital LP | 2,534 | $29K | 0.0% | -41.6% | 0.009% | |
5/8/2025 | Shufro Rose & Co. LLC | 17,500 | $199K | 0.0% | +40.0% | 0.060% | |
5/8/2025 | FSA Advisors Inc. | 100,659 | $1.17M | 0.9% | N/A | 0.343% | |
5/7/2025 | Fiera Capital Corp | 265,844 | $3.03M | 0.0% | -6.6% | 0.905% | |
4/30/2025 | Axxcess Wealth Management LLC | 32,000 | $364K | 0.0% | +66.2% | 0.109% | |
4/29/2025 | Summit Financial Consulting LLC | 24,801 | $282K | 0.3% | N/A | 0.084% | |
4/21/2025 | Well Done LLC | 177,360 | $1.98M | 0.4% | +0.6% | 0.604% | |
4/15/2025 | Simon Quick Advisors LLC | 10,182 | $116K | 0.0% | N/A | 0.035% | |
4/11/2025 | Melone Private Wealth LLC | 369,257 | $4.20M | 2.2% | +0.5% | 1.257% | |
4/9/2025 | Capital Asset Advisory Services LLC | 32,000 | $369K | 0.0% | +66.2% | 0.109% | |
2/18/2025 | Elequin Capital LP | 4,342 | $49K | 0.0% | N/A | 0.015% | |
2/17/2025 | Saba Capital Management L.P. | 540,766 | $6.05M | 0.1% | -24.5% | 1.842% | |
2/17/2025 | Nomura Holdings Inc. | 12,035 | $135K | 0.0% | N/A | 0.041% | |
2/17/2025 | Logan Stone Capital LLC | 165,100 | $1.85M | 0.6% | -29.6% | 0.562% | |
2/17/2025 | Baird Financial Group Inc. | 38,513 | $431K | 0.0% | +91.0% | 0.131% | |
2/17/2025 | Bank of America Corp DE | 268,116 | $3.00M | 0.0% | +11.8% | 0.913% | |
2/14/2025 | AQR Arbitrage LLC | 63,254 | $707K | 0.0% | -48.4% | 0.215% | |
2/14/2025 | Comerica Bank | 11,621 | $130K | 0.0% | -24.3% | 0.040% | |
2/14/2025 | Stifel Financial Corp | 128,553 | $1.44M | 0.0% | +25.7% | 0.438% | |
2/13/2025 | Raymond James Financial Inc. | 82,977 | $928K | 0.0% | N/A | 0.283% | |
2/13/2025 | Bank of Montreal Can | 19,740 | $221K | 0.0% | +4.8% | 0.067% | |
2/13/2025 | Sit Investment Associates Inc. | 386,113 | $4.32M | 0.1% | -3.2% | 1.315% | |
2/13/2025 | Wells Fargo & Company MN | 117,579 | $1.32M | 0.0% | +3.2% | 0.400% | |
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2/12/2025 | RWA Wealth Partners LLC | 21,550 | $241K | 0.0% | -14.0% | 0.073% | |
2/11/2025 | LPL Financial LLC | 117,812 | $1.32M | 0.0% | +55.4% | 0.401% | |
2/10/2025 | Commonwealth Equity Services LLC | 52,296 | $585K | 0.0% | -23.1% | 0.178% | |
2/7/2025 | PNC Financial Services Group Inc. | 13,745 | $154K | 0.0% | N/A | 0.047% | |
2/6/2025 | Raymond James Financial Inc. | 82,977 | $928K | 0.0% | N/A | 0.283% | |
2/3/2025 | Transcend Capital Advisors LLC | 37,573 | $420K | 0.0% | -20.2% | 0.128% | |
1/16/2025 | AHL Investment Management Inc. | 62,400 | $698K | 0.5% | -3.9% | 0.213% | |
1/14/2025 | Melone Private Wealth LLC | 367,366 | $4.11M | 2.1% | -2.9% | 1.251% | |
12/3/2024 | Rivernorth Capital Management LLC | 404,338 | $4.86M | 0.2% | +6.6% | 1.377% | |
11/15/2024 | Stifel Financial Corp | 102,285 | $1.23M | 0.0% | +30.4% | 0.348% | |
11/15/2024 | Rivernorth Capital Management LLC | 404,338 | $4.86M | 0.2% | +6.6% | 1.377% | |
11/4/2024 | Wolverine Asset Management LLC | 48,704 | $585K | 0.0% | +339.5% | 0.166% | |
11/1/2024 | Fiera Capital Corp | 277,149 | $3.33M | 0.0% | -2.3% | 0.944% | |
10/30/2024 | AHL Investment Management Inc. | 64,900 | $779K | 0.5% | +37.2% | 0.221% | |
10/25/2024 | Walter & Keenan Wealth Management LLC IN ADV | 11,350 | $136K | 0.0% | -27.8% | 0.039% | |
10/24/2024 | FSA Advisors Inc. | 12,459 | $150K | 0.1% | N/A | 0.042% | |
10/23/2024 | West Michigan Advisors LLC | 20,596 | $248K | 0.1% | N/A | 0.070% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 211,192 | $2.54M | 0.0% | +2.6% | 0.719% | |
10/8/2024 | CWM LLC | 8,812 | $106K | 0.0% | -40.9% | 0.030% | |
10/7/2024 | Melone Private Wealth LLC | 378,496 | $4.55M | 2.4% | +0.5% | 1.289% | |
8/22/2024 | Cetera Investment Advisers | 179,534 | $2.05M | 0.0% | +2.0% | 0.611% | |
8/15/2024 | Logan Stone Capital LLC | 240,641 | $2.75M | 0.7% | -26.5% | 0.819% | |
8/2/2024 | Wolverine Asset Management LLC | 11,082 | $127K | 0.0% | N/A | 0.038% | |
8/1/2024 | Fiera Capital Corp | 283,550 | $3.24M | 0.0% | -33.0% | 0.966% | |
7/31/2024 | Commonwealth Equity Services LLC | 66,102 | $756K | 0.0% | +5.4% | 0.225% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 205,905 | $2.36M | 0.0% | +52.4% | 0.701% | |
7/24/2024 | Secure Asset Management LLC | 127,633 | $1.46M | 0.3% | +4.2% | 0.435% | |
7/19/2024 | Well Done LLC | 176,360 | $2.02M | 0.4% | -0.8% | 0.601% | |
5/24/2024 | Cetera Investment Advisers | 176,023 | $2.03M | 0.0% | N/A | 0.600% | |
5/14/2024 | Axxcess Wealth Management LLC | 18,150 | $209K | 0.0% | +7.7% | 0.062% | |
5/14/2024 | Robinson Capital Management LLC | 618,081 | $6.84M | 2.5% | +13.5% | 2.105% | |
5/13/2024 | Rockport Wealth LLC | 19,250 | $222K | 0.1% | N/A | 0.066% | |
4/30/2024 | Commonwealth Equity Services LLC | 62,697 | $722K | 0.0% | +16.5% | 0.214% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 4,000 | $46K | 0.0% | N/A | 0.014% | |
4/16/2024 | Capital Asset Advisory Services LLC | 18,150 | $209K | 0.0% | +7.7% | 0.062% | |
2/22/2024 | Scarborough Advisors LLC | 6,937 | $79K | 0.0% | N/A | 0.024% | |
2/8/2024 | Robinson Capital Management LLC | 544,410 | $6.19M | 2.2% | +39.9% | 1.854% | |
2/8/2024 | Fiera Capital Corp | 553,693 | $6.29M | 0.0% | +8.5% | 1.886% | |
2/6/2024 | Private Advisor Group LLC | 25,341 | $288K | 0.0% | -7.6% | 0.086% | |
2/6/2024 | Summit Trail Advisors LLC | 11,352 | $129K | 0.0% | N/A | 0.039% | |
2/6/2024 | Pointe Capital Management LLC | 19,250 | $219K | 0.2% | -35.1% | 0.066% | |
2/6/2024 | Axxcess Wealth Management LLC | 16,850 | $191K | 0.0% | +17.0% | 0.057% | |
2/5/2024 | Stonebrook Private Inc. | 36,992 | $420K | 0.1% | N/A | 0.126% | |
2/5/2024 | Transcend Capital Advisors LLC | 39,800 | $452K | 0.0% | -28.0% | 0.136% | |
2/1/2024 | Wolverine Asset Management LLC | 3,960 | $45K | 0.0% | -96.2% | 0.013% | |
2/1/2024 | CWM LLC | 8,812 | $100K | 0.0% | -24.0% | 0.030% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 135,082 | $1.54M | 0.0% | +43.9% | 0.460% | |
1/25/2024 | Walter & Keenan Wealth Management LLC IN ADV | 40,077 | $455K | 0.2% | -16.4% | 0.137% | |
1/22/2024 | Secure Asset Management LLC | 122,303 | $1.39M | 0.4% | +2.5% | 0.417% | |
1/18/2024 | Well Done LLC | 177,860 | $2.02M | 0.4% | +0.9% | 0.606% | |
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1/17/2024 | AHL Investment Management Inc. | 47,300 | $537K | 0.4% | +2.9% | 0.161% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 69,720 | $792K | 0.0% | +5.9% | 0.237% | |
1/12/2024 | Melone Private Wealth LLC | 382,099 | $4.34M | 2.8% | -10.5% | 1.301% | |
1/10/2024 | Foresight Capital Management Advisors Inc. | 17,151 | $195K | 0.2% | N/A | 0.058% | |
1/9/2024 | Capital Asset Advisory Services LLC | 16,850 | $191K | 0.0% | +17.0% | 0.057% | |
11/15/2023 | Axxcess Wealth Management LLC | 14,400 | $143K | 0.0% | N/A | 0.049% | |
11/14/2023 | AQR Arbitrage LLC | 205,914 | $2.05M | 0.1% | +90.2% | 0.701% | |
11/14/2023 | Saba Capital Management L.P. | 664,020 | $6.59M | 0.2% | +70.4% | 2.262% | |
11/14/2023 | Robinson Capital Management LLC | 389,193 | $3.85M | 1.7% | +13.0% | 1.326% | |
11/13/2023 | Wolverine Asset Management LLC | 103,712 | $1.03M | 0.0% | -6.0% | 0.353% | |