8/15/2025 | Bank of America Corp DE | 37,054 | $433K | 0.0% | +14.1% | 0.319% | |
8/14/2025 | Raymond James Financial Inc. | 51,009 | $596K | 0.0% | +8.1% | 0.440% | |
8/14/2025 | Diversify Wealth Management LLC | 14,240 | $169K | 0.0% | N/A | 0.123% | |
8/13/2025 | Plan Group Financial LLC | 11,914 | $139K | 0.0% | N/A | 0.103% | |
8/8/2025 | Cetera Investment Advisers | 96,374 | $1.13M | 0.0% | -8.3% | 0.831% | |
8/7/2025 | Alpha Cubed Investments LLC | 118,363 | $1.38M | 0.1% | +41.5% | 1.020% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 22,000 | $257K | 0.0% | -23.9% | 0.190% | |
5/20/2025 | Integrity Alliance LLC. | 77,900 | $939K | 0.0% | N/A | 0.672% | |
5/16/2025 | NewEdge Advisors LLC | 17,500 | $211K | 0.0% | N/A | 0.151% | |
5/15/2025 | Royal Bank of Canada | 23,983 | $289K | 0.0% | +11.1% | 0.207% | |
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5/6/2025 | Cetera Investment Advisers | 105,111 | $1.27M | 0.0% | +1.7% | 0.906% | |
5/1/2025 | Key Financial Inc | 5,090 | $61K | 0.0% | N/A | 0.044% | |
4/30/2025 | Alpha Cubed Investments LLC | 83,626 | $1.01M | 0.0% | N/A | 0.721% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 26,400 | $320K | 0.0% | +8.2% | 0.228% | |
2/28/2025 | Brooklyn FI LLC | 82,800 | $954K | 0.2% | N/A | 0.714% | |
2/24/2025 | Ameriflex Group Inc. | 4,310 | $53K | 0.0% | N/A | 0.037% | |
2/18/2025 | Western Wealth Management LLC | 40,876 | $465K | 0.1% | +2.5% | 0.353% | |
2/17/2025 | Cetera Investment Advisers | 103,389 | $1.18M | 0.0% | +1.8% | 0.892% | |
2/17/2025 | Bank of America Corp DE | 14,447 | $164K | 0.0% | -53.3% | 0.125% | |
2/14/2025 | Stifel Financial Corp | 38,208 | $435K | 0.0% | +54.1% | 0.330% | |
2/13/2025 | Raymond James Financial Inc. | 41,485 | $472K | 0.0% | N/A | 0.358% | |
2/13/2025 | Wells Fargo & Company MN | 144,093 | $1.64M | 0.0% | +7.2% | 1.243% | |
2/11/2025 | LPL Financial LLC | 31,390 | $357K | 0.0% | +12.7% | 0.271% | |
2/11/2025 | Brooklyn FI LLC | 82,800 | $954K | 0.0% | N/A | 0.714% | |
2/10/2025 | Commonwealth Equity Services LLC | 29,292 | $333K | 0.0% | +3.8% | 0.253% | |
2/10/2025 | 1776 Wealth LLC | 16,174 | $184K | 0.1% | -71.1% | 0.140% | |
2/6/2025 | Raymond James Financial Inc. | 41,485 | $472K | 0.0% | N/A | 0.358% | |
2/6/2025 | Alesco Advisors LLC | 11,940 | $136K | 0.0% | -16.5% | 0.103% | |
1/31/2025 | Robinson Capital Management LLC | 11,000 | $125K | 0.1% | -92.2% | 0.095% | |
1/30/2025 | Meixler Investment Management Ltd. | 30,850 | $351K | 0.3% | -18.8% | 0.266% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 28,902 | $329K | 0.0% | N/A | 0.249% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 24,400 | $278K | 0.0% | +4.3% | 0.211% | |
11/15/2024 | Whitebox Advisors LLC | 11,133 | $132K | 0.0% | -69.3% | 0.096% | |
11/15/2024 | Stifel Financial Corp | 24,789 | $293K | 0.0% | +50.4% | 0.214% | |
11/4/2024 | Meixler Investment Management Ltd. | 38,000 | $449K | 0.3% | -21.6% | 0.328% | |
8/22/2024 | Cetera Investment Advisers | 99,843 | $1.11M | 0.0% | +1.1% | 0.861% | |
8/15/2024 | Logan Stone Capital LLC | 102,334 | $1.14M | 0.3% | -33.8% | 0.882% | |
8/14/2024 | Whitebox Advisors LLC | 36,276 | $405K | 0.0% | N/A | 0.313% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 3,051 | $34K | 0.0% | N/A | 0.026% | |
7/31/2024 | Commonwealth Equity Services LLC | 26,762 | $299K | 0.0% | +4.1% | 0.231% | |
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7/26/2024 | Meixler Investment Management Ltd. | 48,450 | $541K | 0.4% | -14.2% | 0.418% | |
5/24/2024 | Cetera Advisors LLC | 94,537 | $1.04M | 0.0% | +1.5% | 0.815% | |
5/7/2024 | Meixler Investment Management Ltd. | 56,450 | $620K | 0.5% | -9.5% | 0.487% | |
2/15/2024 | Bartlett & CO. Wealth Management LLC | 23,400 | $251K | 0.0% | -49.2% | 0.202% | |
2/9/2024 | Balboa Wealth Partners | 10,200 | $109K | 0.0% | -11.5% | 0.088% | |
2/8/2024 | Robinson Capital Management LLC | 70,472 | $756K | 0.3% | +6.2% | 0.608% | |
2/8/2024 | Matisse Capital | 148,851 | $1.59M | 0.8% | +21.9% | 1.283% | |
2/2/2024 | Meixler Investment Management Ltd. | 62,400 | $668K | 0.6% | -18.9% | 0.538% | |
2/2/2024 | Alesco Advisors LLC | 14,300 | $153K | 0.0% | N/A | 0.123% | |
2/1/2024 | Wolverine Asset Management LLC | 99,280 | $1.06M | 0.0% | +8.9% | 0.856% | |
1/24/2024 | Stratos Wealth Partners LTD. | 10,910 | $117K | 0.0% | -53.9% | 0.094% | |
1/16/2024 | Raymond James & Associates | 33,427 | $358K | 0.0% | +9.4% | 0.288% | |
1/8/2024 | Bartlett & Co. LLC | 23,400 | $250K | 0.0% | -49.2% | 0.202% | |
11/14/2023 | AQR Arbitrage LLC | 58,882 | $567K | 0.0% | +199.0% | 0.508% | |
11/14/2023 | Saba Capital Management L.P. | 180,171 | $1.74M | 0.0% | +1,619.4% | 1.553% | |
11/14/2023 | Robinson Capital Management LLC | 66,385 | $631K | 0.3% | N/A | 0.572% | |
11/13/2023 | Wolverine Asset Management LLC | 91,131 | $878K | 0.0% | -4.3% | 0.786% | |
11/13/2023 | Kestra Advisory Services LLC | 12,808 | $123K | 0.0% | -9.7% | 0.110% | |
11/8/2023 | Landscape Capital Management L.L.C. | 10,951 | $105K | 0.0% | -28.5% | 0.094% | |
11/7/2023 | Meixler Investment Management Ltd. | 76,900 | $741K | 0.7% | -23.9% | 0.664% | |
10/24/2023 | Raymond James & Associates | 30,552 | $294K | 0.0% | +7.0% | 0.264% | |
10/23/2023 | Commonwealth Equity Services LLC | 37,540 | $362K | 0.0% | -8.0% | 0.324% | |
10/13/2023 | Matisse Capital | 122,133 | $1.18M | 0.8% | +72.7% | 1.054% | |
8/11/2023 | Landscape Capital Management L.L.C. | 15,318 | $165K | 0.0% | N/A | 0.132% | |
8/10/2023 | Cetera Advisors LLC | 100,987 | $1.09M | 0.0% | +3.2% | 0.871% | |
8/8/2023 | Balboa Wealth Partners | 11,525 | $124K | 0.0% | -8.1% | 0.099% | |
8/7/2023 | Wolverine Asset Management LLC | 95,191 | $1.02M | 0.0% | +10.3% | 0.821% | |
8/3/2023 | Meixler Investment Management Ltd. | 101,075 | $1.09M | 1.0% | -8.9% | 0.872% | |
8/2/2023 | Matisse Capital | 70,709 | $760K | 0.5% | N/A | 0.610% | |
7/31/2023 | LPL Financial LLC | 45,511 | $489K | 0.0% | -35.9% | 0.393% | |
7/21/2023 | Ackerman Capital Advisors LLC | 23,764 | $255K | 0.1% | N/A | 0.205% | |
7/14/2023 | Bartlett & Co. LLC | 45,100 | $486K | 0.0% | -2.6% | 0.389% | |
5/16/2023 | Family Management Corp | 20,991 | $237K | 0.1% | -36.2% | 0.181% | |
5/15/2023 | ICA Group Wealth Management LLC | 14,200 | $160K | 0.0% | N/A | 0.122% | |
5/11/2023 | Meixler Investment Management Ltd. | 110,925 | $1.25M | 1.2% | -3.6% | 0.957% | |
5/9/2023 | 1776 Wealth LLC | 68,944 | $779K | 0.5% | -12.7% | 0.595% | |
5/8/2023 | Wolverine Asset Management LLC | 86,267 | $975K | 0.0% | +58.4% | 0.744% | |
4/7/2023 | Mission Wealth Management LP | 20,000 | $226K | 0.0% | N/A | 0.173% | |
4/6/2023 | Bartlett & Co. LLC | 46,300 | $525K | 0.0% | -21.0% | 0.399% | |
2/10/2023 | CoreCap Advisors LLC | 4,000 | $45K | 0.0% | N/A | 0.035% | |
2/10/2023 | Meixler Investment Management Ltd. | 115,075 | $1.28M | 1.3% | -3.4% | 0.993% | |
2/9/2023 | Landscape Capital Management L.L.C. | 10,535 | $118K | 0.0% | N/A | 0.091% | |
2/7/2023 | Commonwealth Equity Services LLC | 39,975 | $446K | 0.0% | +11.1% | 0.345% | |
2/7/2023 | LPL Financial LLC | 77,057 | $860K | 0.0% | -41.7% | 0.665% | |
2/7/2023 | Hollencrest Capital Management | 2,775 | $31K | 0.0% | N/A | 0.024% | |
2/1/2023 | Wolverine Asset Management LLC | 54,478 | $608K | 0.0% | N/A | 0.470% | |
1/13/2023 | Dynamic Advisor Solutions LLC | 14,459 | $161K | 0.0% | -17.5% | 0.125% | |
1/12/2023 | Ackerman Capital Advisors LLC | 10,590 | $118K | 0.0% | N/A | 0.091% | |
1/4/2023 | Bartlett & Co. LLC | 58,600 | $654K | 0.0% | +3.9% | 0.505% | |
11/4/2022 | Alpha Cubed Investments LLC | 13,539 | $170K | 0.0% | -90.9% | 0.117% | |
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11/1/2022 | Kestra Advisory Services LLC | 12,374 | $155K | 0.0% | N/A | 0.107% | |
10/25/2022 | Raymond James & Associates | 32,578 | $408K | 0.0% | -65.7% | 0.281% | |
10/24/2022 | Meixler Investment Management Ltd. | 119,125 | $1.49M | 1.7% | -4.8% | 1.028% | |
10/24/2022 | Stratos Wealth Partners LTD. | 18,010 | $225K | 0.0% | N/A | 0.155% | |
10/20/2022 | Silver Lake Advisory LLC | 12,356 | $155K | 0.1% | -12.8% | 0.107% | |
10/20/2022 | Dynamic Advisor Solutions LLC | 17,520 | $219K | 0.0% | -9.9% | 0.151% | |
10/17/2022 | Private Trust Co. NA | 6,068 | $76K | 0.0% | N/A | 0.052% | |
8/11/2022 | Cetera Advisors LLC | 107,762 | $1.38M | 0.0% | +1.6% | 0.930% | |
8/11/2022 | CoreCap Advisors LLC | 4,000 | $51K | 0.0% | N/A | 0.035% | |
8/9/2022 | SeaCrest Wealth Management LLC | 5,200 | $67K | 0.0% | N/A | 0.045% | |