4/23/2025 | Keudell Morrison Wealth Management | 34,036 | $369K | 0.1% | +4.6% | 0.088% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 12,414 | $134K | 0.0% | -10.9% | 0.032% | |
4/22/2025 | Advisor Resource Council | 25,250 | $263K | 0.0% | N/A | 0.065% | |
4/17/2025 | Janney Montgomery Scott LLC | 15,345 | $166K | 0.0% | N/A | 0.040% | |
4/15/2025 | Noble Wealth Management PBC | 45,500 | $493K | 0.3% | N/A | 0.118% | |
4/15/2025 | CX Institutional | 8,014 | $87K | 0.0% | N/A | 0.021% | |
4/14/2025 | Regatta Capital Group LLC | 191,560 | $2.08M | 0.4% | -1.1% | 0.495% | |
4/14/2025 | Farther Finance Advisors LLC | 8,651 | $94K | 0.0% | +4,225.5% | 0.022% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 164,932 | $1.79M | 0.1% | N/A | 0.427% | |
4/8/2025 | Rothschild Investment LLC | 17,000 | $184K | 0.0% | -46.9% | 0.044% | |
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2/18/2025 | Mpwm Advisory Solutions LLC | 90,877 | $1.00M | 0.7% | N/A | 0.235% | |
2/17/2025 | Nomura Holdings Inc. | 16,000 | $177K | 0.0% | N/A | 0.041% | |
2/17/2025 | Measured Risk Portfolios Inc. | 4,472 | $49K | 0.1% | N/A | 0.012% | |
2/17/2025 | Cetera Investment Advisers | 27,730 | $306K | 0.0% | +22.0% | 0.072% | |
2/17/2025 | Bank of America Corp DE | 1,152,278 | $12.72M | 0.0% | +10.1% | 2.981% | |
2/17/2025 | Ameriprise Financial Inc. | 98,966 | $1.09M | 0.0% | +31.0% | 0.256% | |
2/13/2025 | NewEdge Advisors LLC | 49,902 | $551K | 0.0% | +22.2% | 0.129% | |
2/13/2025 | Finward Bancorp | 15,536 | $172K | 0.1% | N/A | 0.040% | |
2/13/2025 | Guggenheim Capital LLC | 1,146,514 | $12.66M | 0.1% | +4.4% | 2.966% | |
2/13/2025 | Mariner LLC | 1,110,045 | $12.26M | 0.0% | +32.8% | 2.871% | |
2/13/2025 | Rockefeller Capital Management L.P. | 132,013 | $1.46M | 0.0% | -19.1% | 0.341% | |
2/13/2025 | Raymond James Financial Inc. | 222,520 | $2.46M | 0.0% | N/A | 0.576% | |
2/13/2025 | Envestnet Asset Management Inc. | 19,344 | $214K | 0.0% | +87.4% | 0.050% | |
2/13/2025 | Wells Fargo & Company MN | 67,123 | $741K | 0.0% | -3.3% | 0.174% | |
2/13/2025 | Oarsman Capital Inc. | 31,270 | $345K | 0.1% | +9.2% | 0.081% | |
2/11/2025 | LPL Financial LLC | 243,593 | $2.69M | 0.0% | -9.2% | 0.630% | |
2/10/2025 | Commonwealth Equity Services LLC | 260,652 | $2.88M | 0.0% | -6.8% | 0.674% | |
2/7/2025 | HighTower Advisors LLC | 36,421 | $402K | 0.0% | +4.3% | 0.094% | |
2/7/2025 | PNC Financial Services Group Inc. | 133,680 | $1.48M | 0.0% | +7.5% | 0.346% | |
2/6/2025 | Raymond James Financial Inc. | 222,520 | $2.46M | 0.0% | N/A | 0.576% | |
2/6/2025 | Keybank National Association OH | 1,004,022 | $11.08M | 0.0% | +14.2% | 2.597% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 74,735 | $825K | 0.0% | +1.5% | 0.193% | |
2/3/2025 | Wolverine Asset Management LLC | 5,409 | $60K | 0.0% | N/A | 0.014% | |
1/30/2025 | Tanglewood Legacy Advisors LLC | 2,680 | $30K | 0.0% | -49.2% | 0.007% | |
1/30/2025 | Pathway Financial Advisers LLC | 4,937 | $54K | 0.0% | -91.8% | 0.013% | |
1/29/2025 | Van ECK Associates Corp | 173,978 | $1.92M | 0.0% | +8.3% | 0.450% | |
1/24/2025 | River Street Advisors LLC | 10,750 | $119K | 0.1% | N/A | 0.028% | |
1/23/2025 | Keudell Morrison Wealth Management | 32,536 | $359K | 0.1% | -10.2% | 0.084% | |
1/21/2025 | Regatta Capital Group LLC | 193,633 | $2.14M | 0.4% | -2.8% | 0.501% | |
1/10/2025 | ST Germain D J Co. Inc. | 3,000 | $33K | 0.0% | N/A | 0.008% | |
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12/3/2024 | Rivernorth Capital Management LLC | 89,135 | $1.11M | 0.1% | -90.3% | 0.231% | |
11/25/2024 | Sanctuary Advisors LLC | 17,869 | $215K | 0.0% | +13.7% | 0.046% | |
11/15/2024 | Rivernorth Capital Management LLC | 89,135 | $1.11M | 0.1% | -90.3% | 0.231% | |
11/14/2024 | Rockefeller Capital Management L.P. | 163,145 | $2.02M | 0.0% | +3.9% | 0.422% | |
11/8/2024 | Advisors Asset Management Inc. | 50,436 | $625K | 0.0% | -64.2% | 0.130% | |
11/8/2024 | PNC Financial Services Group Inc. | 124,390 | $1.54M | 0.0% | +6.7% | 0.322% | |
11/8/2024 | Prospera Financial Services Inc | 35,174 | $436K | 0.0% | -19.3% | 0.091% | |
10/31/2024 | Keudell Morrison Wealth Management | 36,223 | $449K | 0.1% | -16.8% | 0.094% | |
10/29/2024 | Van ECK Associates Corp | 160,717 | $1.93M | 0.0% | -3.0% | 0.416% | |
10/25/2024 | Pathway Financial Advisers LLC | 60,371 | $749K | 0.0% | +1,152.5% | 0.156% | |
10/24/2024 | Pathway Financial Advisers LLC | 60,371 | $749K | 0.0% | +1,152.5% | 0.156% | |
10/11/2024 | Creative Planning | 10,336 | $128K | 0.0% | N/A | 0.027% | |
10/8/2024 | CWM LLC | 5,415 | $67K | 0.0% | +94.1% | 0.014% | |
9/5/2024 | Sanctuary Advisors LLC | 15,719 | $171K | 0.0% | N/A | 0.041% | |
8/7/2024 | PFG Investments LLC | 13,542 | $157K | 0.0% | N/A | 0.035% | |
8/1/2024 | Financial Counselors Inc. | 13,112 | $152K | 0.0% | N/A | 0.034% | |
7/31/2024 | Van ECK Associates Corp | 165,743 | $1.92M | 0.0% | -4.5% | 0.429% | |
7/31/2024 | Commonwealth Equity Services LLC | 253,744 | $2.94M | 0.0% | +14.8% | 0.656% | |
7/31/2024 | Rothschild Investment LLC | 32,000 | $371K | 0.0% | N/A | 0.083% | |
7/19/2024 | Tyche Wealth Partners LLC | 16,774 | $195K | 0.0% | N/A | 0.043% | |
7/17/2024 | Keudell Morrison Wealth Management | 43,517 | $505K | 0.1% | -5.7% | 0.113% | |
5/29/2024 | Pathway Financial Advisers LLC | 5,480 | $61K | 0.0% | N/A | 0.014% | |
5/24/2024 | Cetera Advisors LLC | 10,333 | $114K | 0.0% | N/A | 0.027% | |
5/14/2024 | Advisors Asset Management Inc. | 143,822 | $1.59M | 0.0% | -3.0% | 0.372% | |
5/14/2024 | Robinson Capital Management LLC | 146,964 | $1.61M | 0.6% | -52.0% | 0.380% | |
5/7/2024 | Keudell Morrison Wealth Management | 46,159 | $511K | 0.2% | -13.9% | 0.119% | |
5/1/2024 | Janney Montgomery Scott LLC | 15,105 | $167K | 0.0% | -13.7% | 0.039% | |
4/30/2024 | Van ECK Associates Corp | 173,465 | $1.92M | 0.0% | -36.3% | 0.449% | |
4/29/2024 | Commonwealth Equity Services LLC | 221,000 | $2.45M | 0.0% | +42.0% | 0.572% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 162,095 | $1.80M | 0.0% | +39.5% | 0.419% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 19,045 | $211K | 0.0% | +11.1% | 0.049% | |
3/27/2024 | Nomura Holdings Inc. | 10,838 | $115K | 0.0% | N/A | 0.028% | |
3/22/2024 | PNC Financial Services Group Inc. | 102,051 | $1.08M | 0.0% | -11.5% | 0.264% | |
3/1/2024 | Pineridge Advisors LLC | 2,714 | $29K | 0.0% | N/A | 0.007% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 87,149 | $923K | 0.0% | +1.3% | 0.225% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 15,244 | $161K | 0.0% | +36.0% | 0.039% | |
2/9/2024 | PNC Financial Services Group Inc. | 102,051 | $1.08M | 0.0% | -11.5% | 0.264% | |
2/8/2024 | Robinson Capital Management LLC | 306,212 | $3.28M | 1.2% | +23.0% | 0.792% | |
2/6/2024 | Fortitude Advisory Group L.L.C. | 14,462 | $153K | 0.1% | +18.2% | 0.037% | |
2/5/2024 | Van ECK Associates Corp | 272,517 | $2.89M | 0.0% | +9.5% | 0.705% | |
2/2/2024 | Investment Partners LTD. | 14,782 | $157K | 0.1% | -6.3% | 0.038% | |
2/2/2024 | Truist Financial Corp | 11,721 | $124K | 0.0% | -8.6% | 0.030% | |
1/22/2024 | Regatta Capital Group LLC | 199,109 | $2.11M | 0.6% | -1.8% | 0.515% | |
1/16/2024 | Kingswood Wealth Advisors LLC | 17,145 | $182K | 0.0% | N/A | 0.044% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 116,209 | $1.23M | 0.0% | -35.1% | 0.301% | |
1/16/2024 | Raymond James & Associates | 65,701 | $696K | 0.0% | -9.6% | 0.170% | |
1/12/2024 | Advisor Resource Council | 24,650 | $261K | 0.0% | N/A | 0.064% | |
1/8/2024 | Gill Capital Partners LLC | 37,917 | $402K | 0.2% | -34.2% | 0.098% | |
11/14/2023 | AQR Arbitrage LLC | 54,074 | $487K | 0.0% | N/A | 0.140% | |
11/14/2023 | Robinson Capital Management LLC | 248,861 | $2.22M | 1.0% | -40.7% | 0.644% | |
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11/13/2023 | Mariner LLC | 431,045 | $3.88M | 0.0% | +36.5% | 1.115% | |
11/13/2023 | Wolverine Asset Management LLC | 5,826 | $52K | 0.0% | N/A | 0.015% | |
11/13/2023 | PNC Financial Services Group Inc. | 115,282 | $1.04M | 0.0% | +5.4% | 0.298% | |
11/9/2023 | UBS Group AG | 254,664 | $2.29M | 0.0% | -0.6% | 0.659% | |
11/8/2023 | Van ECK Associates Corp | 248,813 | $2.24M | 0.0% | +20.2% | 0.644% | |
11/8/2023 | Janney Montgomery Scott LLC | 13,354 | $120K | 0.0% | -24.0% | 0.035% | |
11/8/2023 | Keybank National Association OH | 654,273 | $5.89M | 0.0% | +3.1% | 1.692% | |
10/31/2023 | Investment Partners LTD. | 15,782 | $142K | 0.1% | N/A | 0.041% | |
10/27/2023 | Oarsman Capital Inc. | 22,430 | $202K | 0.1% | -23.0% | 0.058% | |
10/25/2023 | Arlington Capital Management Inc. | 24,272 | $218K | 0.2% | N/A | 0.063% | |