10/24/2024 | PFG Investments LLC | 17,666 | $210K | 0.0% | -5.4% | 0.038% | |
10/23/2024 | Schwartz Investment Counsel Inc. | 1,402,402 | $16.65M | 0.6% | +23.0% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 8,323 | $99K | 0.0% | +1,089.0% | 0.000% | |
10/22/2024 | Mad River Investors | 276,382 | $3.29M | 1.8% | +4.6% | 0.593% | |
10/19/2024 | Atlas Wealth Partners LLC | 63,556 | $758K | 1.2% | N/A | 0.000% | |
10/16/2024 | Ironwood Financial llc | 18,500 | $220K | 0.0% | N/A | 0.040% | |
|
10/10/2024 | Avondale Wealth Management | 9,500 | $113K | 0.1% | N/A | 0.020% | |
10/10/2024 | Foundation Resource Management Inc. | 669,334 | $7.96M | 1.2% | -1.6% | 1.436% | |
10/9/2024 | BWM Planning LLC | 103,725 | $1.23M | 0.5% | N/A | 0.223% | |
8/9/2024 | Moors & Cabot Inc. | 460,087 | $5.18M | 0.3% | +23.3% | 0.987% | |
8/7/2024 | PFG Investments LLC | 18,666 | $210K | 0.0% | +8.1% | 0.040% | |
8/3/2024 | Mad River Investors | 264,173 | $2.98M | 2.0% | +4.6% | 0.567% | |
7/31/2024 | Essex Financial Services Inc. | 62,565 | $709K | 0.0% | -4.8% | 0.134% | |
7/31/2024 | Commonwealth Equity Services LLC | 75,375 | $849K | 0.0% | +3.8% | 0.162% | |
7/29/2024 | Hosking Partners LLP | 212,935 | $2.40M | 0.1% | -53.2% | 0.457% | |
7/25/2024 | Schwartz Investment Counsel Inc. | 1,140,169 | $12.79M | 0.5% | +16.1% | 2.446% | |
7/19/2024 | OFI Invest Asset Management | 124,017 | $1.30M | 0.0% | N/A | 0.266% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 21,918 | $247K | 0.0% | +5.5% | 0.047% | |
7/10/2024 | Foundation Resource Management Inc. | 680,334 | $7.66M | 1.2% | -0.3% | 1.460% | |
5/20/2024 | Virtu Financial LLC | 25,279 | $306K | 0.0% | N/A | 0.054% | |
5/15/2024 | Quadrature Capital Ltd | 11,846 | $143K | 0.0% | -71.8% | 0.025% | |
5/8/2024 | Russell Investments Group Ltd. | 24,326 | $294K | 0.0% | -15.5% | 0.052% | |
5/2/2024 | Hosking Partners LLP | 454,897 | $5.50M | 0.2% | -12.4% | 0.976% | |
4/30/2024 | Commonwealth Equity Services LLC | 72,614 | $879K | 0.0% | +45.3% | 0.156% | |
4/25/2024 | Fielder Capital Group LLC | 55,242 | $668K | 0.3% | -10.4% | 0.119% | |
4/24/2024 | Essex Financial Services Inc. | 65,699 | $795K | 0.1% | -1.6% | 0.141% | |
4/22/2024 | PFG Investments LLC | 17,266 | $209K | 0.0% | N/A | 0.037% | |
4/19/2024 | Mad River Investors | 252,447 | $3.06M | 2.1% | -1.9% | 0.542% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 55,006 | $663K | 0.1% | -53.2% | 0.118% | |
4/11/2024 | Foundation Resource Management Inc. | 682,634 | $8.26M | 1.3% | +0.8% | 1.465% | |
4/8/2024 | Beese Fulmer Investment Management Inc. | 33,517 | $405K | 0.0% | -9.1% | 0.072% | |
2/13/2024 | Aristides Capital LLC | 11,679 | $163K | 0.1% | N/A | 0.025% | |
2/13/2024 | Tower Research Capital LLC TRC | 1,916 | $27K | 0.0% | +21,188.9% | 0.004% | |
2/9/2024 | UBS Group AG | 463,587 | $6.47M | 0.0% | -3.3% | 0.995% | |
2/8/2024 | Navellier & Associates Inc. | 22,376 | $312K | 0.0% | +92.2% | 0.048% | |
2/8/2024 | Beacon Pointe Advisors LLC | 147,246 | $2.06M | 0.0% | +2.8% | 0.316% | |
2/6/2024 | Fielder Capital Group LLC | 61,642 | $861K | 0.5% | N/A | 0.132% | |
2/6/2024 | Essex Financial Services Inc. | 66,792 | $932K | 0.1% | +26.4% | 0.143% | |
2/5/2024 | Russell Investments Group Ltd. | 28,802 | $402K | 0.0% | +18.5% | 0.062% | |
1/29/2024 | Ingalls & Snyder LLC | 25,650 | $358K | 0.0% | +90.0% | 0.055% | |
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1/26/2024 | Mad River Investors | 257,289 | $3.59M | 3.3% | -23.4% | 0.552% | |
1/26/2024 | Schwartz Investment Counsel Inc. | 803,849 | $11.25M | 0.4% | +40.6% | 1.725% | |
1/24/2024 | Sowell Financial Services LLC | 15,584 | $219K | 0.0% | -21.2% | 0.033% | |
1/24/2024 | International Assets Investment Management LLC | 2,792 | $39K | 0.0% | +1,296.0% | 0.006% | |
1/23/2024 | Advisory Alpha LLC | 21,006 | $294K | 0.0% | -49.2% | 0.045% | |
1/18/2024 | Global Retirement Partners LLC | 1,802 | $26K | 0.0% | -31.2% | 0.004% | |
1/16/2024 | Kingswood Wealth Advisors LLC | 117,499 | $1.65M | 0.2% | -17.5% | 0.252% | |
1/16/2024 | Raymond James & Associates | 52,605 | $734K | 0.0% | -24.1% | 0.113% | |
11/16/2023 | Essex Financial Services Inc. | 52,861 | $1.12M | 0.1% | -7.2% | 0.113% | |
11/14/2023 | Quadrature Capital Ltd | 42,809 | $909K | 0.0% | +279.0% | 0.092% | |
11/14/2023 | Waverly Advisors LLC | 12,867 | $273K | 0.0% | +30.4% | 0.028% | |
11/14/2023 | Lagoda Investment Management L.P. | 27,250 | $579K | 0.4% | +4.2% | 0.058% | |
11/13/2023 | LPL Financial LLC | 175,257 | $3.72M | 0.0% | +4.5% | 0.376% | |
11/9/2023 | Navellier & Associates Inc. | 11,642 | $247K | 0.0% | -5.2% | 0.025% | |
11/9/2023 | UBS Group AG | 479,363 | $10.19M | 0.0% | +1.5% | 1.028% | |
11/8/2023 | Hosking Partners LLP | 470,891 | $10.01M | 0.4% | +6.0% | 1.010% | |
11/8/2023 | Sowell Financial Services LLC | 19,777 | $421K | 0.0% | N/A | 0.042% | |
11/8/2023 | Moors & Cabot Inc. | 217,741 | $4.63M | 0.3% | +9.7% | 0.467% | |
11/7/2023 | Virtus ETF Advisers LLC | 8,440 | $179K | 0.1% | -8.8% | 0.018% | |
11/7/2023 | Quantbot Technologies LP | 1,731 | $37K | 0.0% | -65.8% | 0.004% | |
11/3/2023 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 13,571 | $264K | 0.0% | -7.5% | 0.029% | |
11/2/2023 | Ingalls & Snyder LLC | 13,500 | $287K | 0.0% | N/A | 0.029% | |
10/24/2023 | Stratos Wealth Partners LTD. | 9,478 | $201K | 0.0% | -7.0% | 0.020% | |
10/24/2023 | Raymond James & Associates | 69,300 | $1.47M | 0.0% | -2.3% | 0.149% | |
10/24/2023 | Kingswood Wealth Advisors LLC | 142,367 | $3.02M | 0.8% | N/A | 0.305% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 21,177 | $450K | 0.0% | -10.3% | 0.045% | |
10/18/2023 | Mad River Investors | 335,730 | $7.13M | 5.1% | +0.3% | 0.720% | |
10/18/2023 | Advisory Alpha LLC | 41,371 | $878K | 0.0% | -35.0% | 0.089% | |
10/17/2023 | Schwartz Investment Counsel Inc. | 571,849 | $12.15M | 0.5% | +30.0% | 1.227% | |
10/13/2023 | Global Retirement Partners LLC | 2,618 | $51K | 0.0% | +222.0% | 0.006% | |
10/10/2023 | Foundation Resource Management Inc. | 676,963 | $14.39M | 2.4% | -1.3% | 1.452% | |
8/14/2023 | Horizon Kinetics Asset Management LLC | 3,993,403 | $99.56M | 2.1% | -1.1% | 8.568% | |
8/10/2023 | EagleClaw Capital Managment LLC | 34,150 | $851K | 0.2% | +10.0% | 0.073% | |
8/10/2023 | Moors & Cabot Inc. | 198,474 | $4.95M | 0.3% | +2.5% | 0.426% | |
8/9/2023 | Essex Financial Services Inc. | 56,949 | $1.42M | 0.2% | -75.4% | 0.122% | |
8/7/2023 | Navellier & Associates Inc. | 12,281 | $306K | 0.1% | -5.7% | 0.026% | |
8/3/2023 | Mad River Investors | 334,871 | $8.09M | 6.0% | +0.8% | 0.718% | |
8/2/2023 | Hosking Partners LLP | 444,065 | $11.07M | 0.5% | +8.4% | 0.953% | |
8/1/2023 | Signaturefd LLC | 1,500 | $37K | 0.0% | -54.9% | 0.003% | |
8/1/2023 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 14,668 | $366K | 0.0% | N/A | 0.031% | |
7/31/2023 | LPL Financial LLC | 167,759 | $4.18M | 0.0% | +89.8% | 0.360% | |
7/25/2023 | Raymond James & Associates | 70,926 | $1.77M | 0.0% | +5.1% | 0.152% | |
7/25/2023 | Atlas Wealth Partners LLC | 64,143 | $1.50M | 4.3% | N/A | 0.138% | |
7/21/2023 | Creative Planning | 17,229 | $430K | 0.0% | +19.2% | 0.037% | |
7/18/2023 | Stratos Wealth Partners LTD. | 10,192 | $254K | 0.0% | -5.4% | 0.022% | |
7/14/2023 | SeaCrest Wealth Management LLC | 14,908 | $372K | 0.0% | +9.6% | 0.032% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 23,609 | $589K | 0.0% | -82.1% | 0.051% | |
7/12/2023 | Foundation Resource Management Inc. | 685,543 | $17.09M | 2.8% | -0.3% | 1.471% | |
7/11/2023 | Beese Fulmer Investment Management Inc. | 36,867 | $919K | 0.1% | -6.8% | 0.079% | |
7/11/2023 | Capital Investment Advisors LLC | 22,035 | $550K | 0.0% | -7.8% | 0.047% | |
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5/18/2023 | Titleist Asset Management LLC | 10,144 | $248K | 0.1% | N/A | 0.022% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 131,732 | $3.21M | 0.0% | +31.4% | 0.283% | |
5/9/2023 | Hosking Partners LLP | 409,520 | $9.99M | 0.5% | -17.0% | 0.879% | |
5/9/2023 | Schwartz Investment Counsel Inc. | 439,978 | $10.74M | 0.5% | +378.8% | 0.944% | |
5/8/2023 | MGO One Seven LLC | 13,645 | $333K | 0.0% | +3.8% | 0.029% | |
5/5/2023 | Capital Analysts LLC | 113,928 | $2.78M | 0.2% | -16.9% | 0.244% | |
5/5/2023 | EagleClaw Capital Managment LLC | 31,050 | $758K | 0.2% | N/A | 0.067% | |
5/5/2023 | Moors & Cabot Inc. | 193,622 | $4.72M | 0.3% | +71.5% | 0.415% | |
5/4/2023 | Mad River Investors | 332,247 | $8.11M | 5.7% | +0.3% | 0.713% | |
5/2/2023 | Venturi Wealth Management LLC | 5,586 | $136K | 0.0% | N/A | 0.012% | |