2/17/2025 | Lazard Asset Management LLC | 56,268 | $623K | 0.0% | N/A | 0.121% | |
2/17/2025 | Ameriprise Financial Inc. | 11,688 | $128K | 0.0% | +16.1% | 0.025% | |
2/14/2025 | Jane Street Group LLC | 42,885 | $475K | 0.0% | N/A | 0.092% | |
2/14/2025 | Lido Advisors LLC | 114,642 | $1.27M | 0.0% | +113.4% | 0.246% | |
2/14/2025 | Beacon Pointe Advisors LLC | 138,924 | $1.53M | 0.0% | +42.1% | 0.298% | |
2/14/2025 | GeoWealth Management LLC | 49,947 | $550K | 0.0% | +22.5% | 0.107% | |
2/13/2025 | Raymond James Financial Inc. | 56,180 | $622K | 0.0% | N/A | 0.121% | |
2/13/2025 | Russell Investments Group Ltd. | 12,132 | $134K | 0.0% | +28.3% | 0.026% | |
2/13/2025 | Wells Fargo & Company MN | 233,493 | $2.59M | 0.0% | +211.0% | 0.501% | |
2/12/2025 | Brown Brothers Harriman & Co. | 22,645 | $251K | 0.0% | N/A | 0.049% | |
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2/12/2025 | JPMorgan Chase & Co. | 4,782 | $53K | 0.0% | +88.9% | 0.010% | |
2/11/2025 | Napatree Capital LLC | 22,563 | $249K | 0.1% | N/A | 0.048% | |
2/11/2025 | LPL Financial LLC | 292,045 | $3.24M | 0.0% | +7.5% | 0.627% | |
2/10/2025 | Horizon Kinetics Asset Management LLC | 3,946,083 | $43.72M | 0.5% | +7.1% | 8.466% | |
2/10/2025 | Commonwealth Equity Services LLC | 220,527 | $2.44M | 0.0% | +87.0% | 0.473% | |
2/7/2025 | Moors & Cabot Inc. | 594,221 | $6.58M | 0.3% | +11.0% | 1.275% | |
2/7/2025 | OFI Invest Asset Management | 124,017 | $1.33M | 0.0% | N/A | 0.266% | |
2/7/2025 | EagleClaw Capital Managment LLC | 34,700 | $384K | 0.1% | -16.1% | 0.074% | |
2/6/2025 | Raymond James Financial Inc. | 56,180 | $622K | 0.0% | N/A | 0.121% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 29,467 | $326K | 0.0% | +45.2% | 0.063% | |
2/5/2025 | Hosking Partners LLP | 307,551 | $3.41M | 0.1% | +28.3% | 0.660% | |
2/4/2025 | Access Investment Management LLC | 6,414 | $71K | 0.0% | -21.4% | 0.014% | |
1/31/2025 | Atria Wealth Solutions Inc. | 11,465 | $127K | 0.0% | N/A | 0.025% | |
1/29/2025 | Schwartz Investment Counsel Inc. | 1,386,902 | $15.28M | 0.6% | -1.1% | 2.976% | |
1/29/2025 | Atlas Wealth Partners LLC | 66,098 | $730K | 0.9% | +4.0% | 0.142% | |
1/28/2025 | Golden State Wealth Management LLC | 2,446 | $27K | 0.0% | N/A | 0.005% | |
1/27/2025 | Stratos Wealth Partners LTD. | 10,936 | $121K | 0.0% | N/A | 0.023% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 34,800 | $384K | 0.0% | -33.0% | 0.000% | |
1/22/2025 | PFG Investments LLC | 14,070 | $156K | 0.0% | -20.4% | 0.000% | |
1/16/2025 | Mad River Investors | 246,293 | $2.73M | 1.3% | -10.9% | 0.000% | |
1/16/2025 | Ironwood Wealth Management LLC. | 12,300 | $136K | 0.0% | -33.5% | 0.026% | |
1/14/2025 | Foundation Resource Management Inc. | 662,541 | $7.34M | 1.2% | -1.0% | 1.421% | |
1/13/2025 | Capital Investment Advisors LLC | 19,758 | $218K | 0.0% | -7.0% | 0.042% | |
1/10/2025 | Avondale Wealth Management | 19,000 | $211K | 0.1% | +100.0% | 0.041% | |
11/14/2024 | Flow Traders U.S. LLC | 14,009 | $167K | 0.0% | N/A | 0.000% | |
11/13/2024 | Horizon Kinetics Asset Management LLC | 3,684,264 | $43.81M | 0.7% | +0.0% | 0.000% | |
11/13/2024 | Independent Advisor Alliance | 70,403 | $837K | 0.0% | N/A | 0.000% | |
11/8/2024 | Moors & Cabot Inc. | 535,151 | $6.36M | 0.3% | +16.3% | 0.000% | |
11/8/2024 | EagleClaw Capital Managment LLC | 41,375 | $492K | 0.1% | +2.3% | 0.000% | |
11/8/2024 | Prospera Private Wealth LLC | 9,271 | $110K | 0.0% | N/A | 0.000% | |
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11/5/2024 | Apollon Wealth Management LLC | 15,145 | $180K | 0.0% | N/A | 0.000% | |
11/4/2024 | Access Investment Management LLC | 8,164 | $97K | 0.0% | N/A | 0.018% | |
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% | |
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% | |
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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% | |