11/5/2024 | Haverford Trust Co | 33,120 | $414K | 0.0% | N/A | 0.256% | |
11/4/2024 | Wolverine Asset Management LLC | 18,745 | $234K | 0.0% | N/A | 0.145% | |
5/15/2024 | Whitebox Advisors LLC | 17,315 | $210K | 0.0% | N/A | 0.134% | |
5/1/2024 | Janney Montgomery Scott LLC | 39,398 | $477K | 0.0% | -4.3% | 0.304% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 20,490 | $248K | 0.1% | +273.4% | 0.158% | |
2/7/2024 | Ethos Financial Group LLC | 30,000 | $349K | 0.1% | N/A | 0.230% | |
|
2/6/2024 | Aviance Capital Partners LLC | 11,681 | $136K | 0.0% | -13.5% | 0.089% | |
2/1/2024 | Wolverine Asset Management LLC | 13,556 | $158K | 0.0% | +1,037.2% | 0.104% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 5,487 | $64K | 0.0% | N/A | 0.042% | |
1/16/2024 | Raymond James & Associates | 35,407 | $412K | 0.0% | +8.6% | 0.271% | |
11/21/2023 | Almitas Capital LLC | 11,469 | $119K | 0.1% | N/A | 0.088% | |
11/14/2023 | AQR Arbitrage LLC | 58,552 | $607K | 0.0% | +7.0% | 0.448% | |
11/14/2023 | Saba Capital Management L.P. | 1,679,369 | $17.42M | 0.4% | +19.0% | 12.859% | |
11/8/2023 | Janney Montgomery Scott LLC | 40,341 | $418K | 0.0% | +3.4% | 0.309% | |
11/7/2023 | Aviance Capital Partners LLC | 13,503 | $140K | 0.0% | +18.5% | 0.103% | |
10/24/2023 | Raymond James & Associates | 32,602 | $338K | 0.0% | -24.9% | 0.250% | |
8/10/2023 | Sit Investment Associates Inc. | 237,510 | $2.78M | 0.1% | +3.7% | 1.819% | |
8/8/2023 | Almanack Investment Partners LLC. | 30,000 | $351K | 0.1% | -12.8% | 0.230% | |
8/4/2023 | HBK Sorce Advisory LLC | 10,552 | $123K | 0.0% | -50.0% | 0.081% | |
8/4/2023 | Aviance Capital Partners LLC | 11,394 | $133K | 0.0% | N/A | 0.087% | |
7/31/2023 | LPL Financial LLC | 48,069 | $562K | 0.0% | +3.1% | 0.368% | |
7/26/2023 | Janney Montgomery Scott LLC | 38,999 | $456K | 0.0% | -8.4% | 0.299% | |
7/25/2023 | Raymond James & Associates | 43,402 | $507K | 0.0% | +6.9% | 0.332% | |
5/10/2023 | Landscape Capital Management L.L.C. | 10,568 | $124K | 0.0% | -43.7% | 0.000% | |
5/8/2023 | Wolverine Asset Management LLC | 78,492 | $921K | 0.0% | +9.2% | 0.590% | |
5/4/2023 | Total Clarity Wealth Management Inc. | 12,000 | $141K | 0.1% | -55.1% | 0.090% | |
4/27/2023 | Matisse Capital | 125,000 | $1.47M | 0.9% | +6.8% | 0.000% | |
4/14/2023 | Raymond James & Associates | 40,602 | $477K | 0.0% | -31.1% | 0.000% | |
2/15/2023 | Almitas Capital LLC | 68,875 | $758K | 0.3% | N/A | 0.000% | |
2/14/2023 | SG3 Management LLC | 40,000 | $440K | 0.1% | N/A | 0.000% | |
2/10/2023 | City of London Investment Management Co. Ltd. | 14,146 | $156K | 0.0% | N/A | 0.000% | |
2/10/2023 | PNC Financial Services Group Inc. | 20,735 | $228K | 0.0% | -17.9% | 0.000% | |
2/9/2023 | Landscape Capital Management L.L.C. | 18,784 | $207K | 0.0% | N/A | 0.000% | |
2/9/2023 | OTA Financial Group L.P. | 22,932 | $252K | 0.3% | N/A | 0.000% | |
2/9/2023 | HBK Sorce Advisory LLC | 21,078 | $232K | 0.0% | +100.0% | 0.000% | |
2/9/2023 | Almanack Investment Partners LLC. | 34,400 | $379K | 0.1% | N/A | 0.000% | |
2/8/2023 | Raymond James & Associates | 58,952 | $649K | 0.0% | -74.0% | 0.000% | |
2/7/2023 | LPL Financial LLC | 43,061 | $474K | 0.0% | -25.7% | 0.000% | |
2/3/2023 | Total Clarity Wealth Management Inc. | 26,709 | $294K | 0.1% | N/A | 0.000% | |
2/1/2023 | Wolverine Asset Management LLC | 71,866 | $791K | 0.0% | N/A | 0.000% | |
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2/1/2023 | Janney Montgomery Scott LLC | 42,558 | $469K | 0.0% | -5.6% | 0.000% | |
1/24/2023 | Matisse Capital | 117,000 | $1.29M | 1.1% | N/A | 0.879% | |
1/20/2023 | Matisse Capital | 117,000 | $1.29M | 1.3% | N/A | 0.879% | |
1/12/2023 | Ackerman Capital Advisors LLC | 23,438 | $258K | 0.1% | N/A | 0.176% | |
11/14/2022 | HBK Sorce Advisory LLC | 10,539 | $125K | 0.0% | -49.9% | 0.079% | |
11/8/2022 | Confluence Wealth Services Inc. | 50,259 | $596K | 0.3% | N/A | 0.378% | |
10/28/2022 | Key Financial Inc | 23,205 | $275K | 0.1% | N/A | 0.174% | |
10/25/2022 | Janney Montgomery Scott LLC | 45,063 | $534K | 0.0% | -2.1% | 0.339% | |
10/25/2022 | Raymond James & Associates | 226,702 | $2.69M | 0.0% | +2.4% | 1.703% | |
8/3/2022 | Janney Montgomery Scott LLC | 46,028 | $570K | 0.0% | +5.8% | 0.346% | |
8/1/2022 | Lindbrook Capital LLC | 4,500 | $57K | 0.0% | -39.2% | 0.034% | |
5/11/2022 | Landscape Capital Management L.L.C. | 12,014 | $157K | 0.0% | N/A | 0.090% | |
5/9/2022 | Northwestern Mutual Wealth Management Co. | 4,757 | $62K | 0.0% | N/A | 0.036% | |
5/4/2022 | Janney Montgomery Scott LLC | 43,518 | $568K | 0.0% | +9.3% | 0.327% | |
5/4/2022 | Wolverine Asset Management LLC | 57,503 | $750K | 0.0% | N/A | 0.432% | |
5/4/2022 | Commonwealth Equity Services LLC | 16,997 | $221K | 0.0% | +35.5% | 0.128% | |
5/2/2022 | Brandywine Oak Private Wealth LLC | 58,473 | $763K | 0.1% | +27.2% | 0.439% | |
4/21/2022 | Lindbrook Capital LLC | 7,400 | $97K | 0.0% | +155.2% | 0.056% | |
4/19/2022 | Ackerman Capital Advisors LLC | 22,654 | $296K | 0.1% | N/A | 0.170% | |
4/12/2022 | Matisse Capital | 19,128 | $250K | 0.2% | N/A | 0.144% | |
2/10/2022 | Confluence Wealth Services Inc. | 2,500 | $41K | 0.0% | N/A | 0.019% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 14,075 | $236K | 0.0% | -11.3% | 0.106% | |
2/8/2022 | Bank of America Corp DE | 182,348 | $3.05M | 0.0% | -1.6% | 1.370% | |
2/8/2022 | Raymond James & Associates | 112,852 | $1.89M | 0.0% | +5.8% | 0.848% | |
2/7/2022 | Brandywine Oak Private Wealth LLC | 45,964 | $769K | 0.1% | +5.8% | 0.345% | |
2/4/2022 | Forefront Wealth Management Inc. | 18,715 | $313K | 0.3% | N/A | 0.141% | |
2/3/2022 | Advisor Group Holdings Inc. | 69,464 | $1.16M | 0.0% | +6.3% | 0.522% | |
1/31/2022 | Commonwealth Equity Services LLC | 12,542 | $209K | 0.0% | +19.1% | 0.094% | |
1/31/2022 | Stillwater Capital Advisors LLC | 13,366 | $224K | 0.0% | N/A | 0.100% | |
1/27/2022 | Janney Montgomery Scott LLC | 39,821 | $667K | 0.0% | +9.3% | 0.299% | |
1/18/2022 | Lindbrook Capital LLC | 2,900 | $49K | 0.0% | N/A | 0.022% | |
11/16/2021 | Ambassador Advisors LLC | 19,266 | $309K | 0.1% | N/A | 0.145% | |
11/15/2021 | Rivernorth Capital Management LLC | 28,342 | $455K | 0.0% | -27.5% | 0.213% | |
11/10/2021 | Valley National Advisers Inc. | 1,561 | $25K | 0.0% | N/A | 0.012% | |
11/4/2021 | Almanack Investment Partners LLC. | 37,828 | $610K | 0.1% | -14.5% | 0.284% | |
11/2/2021 | Raymond James Financial Services Advisors Inc. | 15,867 | $255K | 0.0% | -31.8% | 0.119% | |
11/2/2021 | Raymond James & Associates | 106,652 | $1.71M | 0.0% | +1.4% | 0.801% | |
10/29/2021 | Janney Montgomery Scott LLC | 36,418 | $585K | 0.0% | +16.9% | 0.274% | |
8/16/2021 | Bank of America Corp DE | 187,695 | $2.96M | 0.0% | +2.4% | 1.410% | |
8/16/2021 | Rivernorth Capital Management LLC | 39,090 | $616K | 0.0% | N/A | 0.294% | |
8/13/2021 | City of London Investment Management Co. Ltd. | 10,237 | $161K | 0.0% | -74.7% | 0.077% | |
8/12/2021 | Advisory Services Network LLC | 1,594 | $25K | 0.0% | N/A | 0.012% | |
8/12/2021 | HBK Sorce Advisory LLC | 20,039 | $316K | 0.0% | -4.8% | 0.151% | |
8/11/2021 | Fiera Capital Corp | 75,473 | $1.02M | 0.0% | -12.0% | 0.567% | |
8/9/2021 | Brandywine Oak Private Wealth LLC | 43,433 | $684K | 0.1% | +40.9% | 0.326% | |
8/6/2021 | PNC Financial Services Group Inc. | 14,415 | $227K | 0.0% | -11.4% | 0.108% | |
8/2/2021 | Advisor Group Holdings Inc. | 64,967 | $1.03M | 0.0% | +17.3% | 0.488% | |
5/18/2021 | Capital Analysts LLC | 1,800 | $27K | 0.0% | +140.0% | 0.014% | |
5/14/2021 | HBK Sorce Advisory LLC | 21,039 | $310K | 0.0% | +5.0% | 0.158% | |
5/13/2021 | Bank of Montreal Can | 3,276 | $49K | 0.0% | -47.7% | 0.025% | |
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5/12/2021 | UBS Group AG | 26,557 | $391K | 0.0% | -5.0% | 0.200% | |
5/11/2021 | Fiera Capital Corp | 85,809 | $1.27M | 0.0% | -42.8% | 0.645% | |
5/7/2021 | The PNC Financial Services Group Inc. | 16,262 | $240K | 0.0% | +12.8% | 0.122% | |
5/6/2021 | Brandywine Oak Private Wealth LLC | 30,832 | $454K | 0.1% | +23.4% | 0.232% | |
4/27/2021 | Janney Montgomery Scott LLC | 28,850 | $425K | 0.0% | +11.6% | 0.217% | |
2/12/2021 | Raymond James Financial Services Advisors Inc. | 35,170 | $525K | 0.0% | -12.2% | 0.264% | |
2/12/2021 | LPL Financial LLC | 50,252 | $750K | 0.0% | +7.4% | 0.378% | |
2/9/2021 | Wells Fargo & Company MN | 197,162 | $2.94M | 0.0% | +16.2% | 1.482% | |
2/9/2021 | Fiera Capital Corp | 149,969 | $2.24M | 0.0% | +2.2% | 1.127% | |
2/8/2021 | Brandywine Oak Private Wealth LLC | 24,979 | $372K | 0.1% | -3.0% | 0.188% | |