8/18/2025 | Tactive Advisors LLC | 15,862 | $101K | 0.0% | N/A | 0.085% | |
8/14/2025 | Jane Street Group LLC | 31,312 | $199K | 0.0% | N/A | 0.167% | |
8/14/2025 | Raymond James Financial Inc. | 340,228 | $2.16M | 0.0% | +18.5% | 1.817% | |
8/14/2025 | NewEdge Advisors LLC | 82,100 | $521K | 0.0% | -5.6% | 0.439% | |
8/13/2025 | Invesco Ltd. | 260,718 | $1.66M | 0.0% | -27.0% | 1.393% | |
8/12/2025 | Advisors Asset Management Inc. | 122,592 | $778K | 0.0% | +5.1% | 0.655% | |
8/7/2025 | Samalin Investment Counsel LLC | 71,556 | $454K | 0.2% | +185.6% | 0.382% | |
8/5/2025 | Shaker Financial Services LLC | 28,503 | $181K | 0.1% | N/A | 0.152% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 132,105,119 | $868.37M | 0.1% | +525,921.8% | 705.690% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 39,787 | $256K | 0.0% | +4.1% | 0.213% | |
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5/16/2025 | K2 Principal Fund L.P. | 16,717 | $111K | 0.0% | N/A | 0.089% | |
5/16/2025 | Advisors Asset Management Inc. | 116,647 | $776K | 0.0% | N/A | 0.623% | |
5/15/2025 | Baird Financial Group Inc. | 27,585 | $183K | 0.0% | N/A | 0.147% | |
5/14/2025 | Samalin Investment Counsel LLC | 25,059 | $167K | 0.1% | N/A | 0.134% | |
5/12/2025 | Invesco Ltd. | 356,919 | $2.37M | 0.0% | -3.9% | 1.907% | |
5/8/2025 | Harbour Investments Inc. | 49,621 | $330K | 0.0% | +897.8% | 0.265% | |
5/7/2025 | LPL Financial LLC | 1,589,323 | $10.57M | 0.0% | -9.1% | 8.492% | |
5/5/2025 | Blue Bell Private Wealth Management LLC | 43,376 | $288K | 0.1% | -20.5% | 0.232% | |
4/21/2025 | L.M. Kohn & Company | 13,816 | $92K | 0.0% | N/A | 0.074% | |
4/15/2025 | Noble Wealth Management PBC | 8,502 | $57K | 0.0% | -20.4% | 0.045% | |
4/15/2025 | Kingstone Capital Partners Texas LLC | 25,114 | $167K | 0.1% | N/A | 0.134% | |
4/11/2025 | SeaCrest Wealth Management LLC | 29,346 | $195K | 0.0% | -32.2% | 0.157% | |
4/9/2025 | Merit Financial Group LLC | 16,958 | $113K | 0.0% | +11.2% | 0.091% | |
2/28/2025 | Total Wealth Planning & Management Inc. | 12,288 | $80K | 0.1% | N/A | 0.066% | |
2/18/2025 | Alpine Global Management LLC | 30,546 | $199K | 0.0% | N/A | 0.163% | |
2/18/2025 | CSS LLC IL | 10,353 | $68K | 0.0% | -91.6% | 0.055% | |
2/17/2025 | Cetera Investment Advisers | 29,150 | $190K | 0.0% | -98.3% | 0.156% | |
2/17/2025 | CF Capital LLC | 33,600 | $219K | 0.2% | N/A | 0.179% | |
2/17/2025 | Bank of America Corp DE | 22,367 | $146K | 0.0% | -8.7% | 0.119% | |
2/14/2025 | MGO One Seven LLC | 34,830 | $227K | 0.0% | N/A | 0.186% | |
2/14/2025 | Alpine Global Management LLC | 30,546 | $199K | 0.0% | N/A | 0.163% | |
2/14/2025 | Hunting Hill Global Capital LLC | 14,317 | $93K | 0.0% | -89.8% | 0.076% | |
2/13/2025 | NewEdge Advisors LLC | 87,700 | $573K | 0.0% | -3.5% | 0.468% | |
2/13/2025 | Icon Advisers Inc. Co. | 88,878 | $580K | 0.1% | -90.1% | 0.475% | |
2/13/2025 | Raymond James Financial Inc. | 192,325 | $1.26M | 0.0% | N/A | 1.027% | |
2/13/2025 | Invesco Ltd. | 371,539 | $2.43M | 0.0% | -4.1% | 1.985% | |
2/13/2025 | Yakira Capital Management Inc. | 102,770 | $671K | 0.2% | -83.6% | 0.549% | |
2/13/2025 | Wells Fargo & Company MN | 75,567 | $493K | 0.0% | +15.9% | 0.404% | |
2/11/2025 | LPL Financial LLC | 1,748,815 | $11.42M | 0.0% | +1,744.5% | 9.342% | |
2/10/2025 | Harbour Investments Inc. | 4,973 | $32K | 0.0% | -89.8% | 0.027% | |
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2/7/2025 | HighTower Advisors LLC | 18,746 | $122K | 0.0% | N/A | 0.100% | |
2/7/2025 | Naviter Wealth LLC | 15,169 | $99K | 0.0% | N/A | 0.081% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 54,562 | $356K | 0.1% | -93.9% | 0.291% | |
2/6/2025 | Raymond James Financial Inc. | 192,325 | $1.26M | 0.0% | N/A | 1.027% | |
2/5/2025 | Noble Wealth Management PBC | 10,675 | $70K | 0.0% | N/A | 0.057% | |
1/14/2025 | SeaCrest Wealth Management LLC | 43,295 | $283K | 0.0% | +4.3% | 0.231% | |
12/3/2024 | Rivernorth Capital Management LLC | 1,155,192 | $7.89M | 0.4% | N/A | 6.172% | |
11/15/2024 | Quarry LP | 50,296 | $344K | 0.1% | +502,860.0% | 0.287% | |
11/15/2024 | Rivernorth Capital Management LLC | 1,149,564 | $7.85M | 0.4% | N/A | 6.558% | |
11/14/2024 | L.M. Kohn & Company | 13,816 | $94K | 0.0% | N/A | 0.079% | |
11/5/2024 | Harbour Investments Inc. | 48,770 | $333K | 0.0% | N/A | 0.278% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 36,916 | $252K | 0.0% | N/A | 0.211% | |
10/22/2024 | Eastern Bank | 7,000 | $48K | 0.0% | N/A | 0.040% | |
10/19/2024 | McClarren Financial Advisors Inc. | 4,384 | $29K | 0.0% | +72,966.7% | 0.025% | |
10/16/2024 | SeaCrest Wealth Management LLC | 41,491 | $283K | 0.0% | +6.0% | 0.237% | |
10/10/2024 | Gilman Hill Asset Management LLC | 20,000 | $137K | 0.0% | -42.9% | 0.114% | |
8/22/2024 | Cetera Investment Advisers | 711,259 | $4.97M | 0.0% | -6.3% | 4.057% | |
8/15/2024 | Sea Otter Advisors LLC | 10,000 | $70K | 0.5% | N/A | 0.057% | |
8/7/2024 | Choreo LLC | 15,941 | $110K | 0.0% | N/A | 0.091% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 16,770 | $117K | 0.0% | +452.4% | 0.096% | |
7/19/2024 | Raymond James & Associates | 192,919 | $1.35M | 0.0% | +2.4% | 1.101% | |
7/12/2024 | Gilman Hill Asset Management LLC | 35,000 | $245K | 0.0% | +7.7% | 0.200% | |
7/10/2024 | Simplicity Wealth LLC | 51,721 | $362K | 0.0% | N/A | 0.295% | |
5/24/2024 | Cetera Advisors LLC | 746,732 | $5.06M | 0.0% | N/A | 4.260% | |
5/24/2024 | Cetera Investment Advisers | 758,730 | $5.14M | 0.0% | -0.5% | 4.328% | |
2/9/2024 | Founders Financial Alliance LLC | 38,537 | $247K | 0.1% | +8.3% | 0.220% | |
2/9/2024 | L.M. Kohn & Company | 15,316 | $98K | 0.0% | -25.8% | 0.087% | |
2/7/2024 | Shaker Financial Services LLC | 37,567 | $241K | 0.1% | N/A | 0.214% | |
2/1/2024 | Wolverine Asset Management LLC | 5,500 | $35K | 0.0% | +148.4% | 0.031% | |
1/22/2024 | Silverlake Wealth Management LLC | 25,160 | $162K | 0.1% | -11.9% | 0.144% | |
1/18/2024 | McGlone Suttner Wealth Management Inc. | 17,924 | $115K | 0.0% | -25.1% | 0.102% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 74,432 | $478K | 0.0% | +2.4% | 0.425% | |
1/16/2024 | Raymond James & Associates | 132,858 | $853K | 0.0% | +33.9% | 0.758% | |
10/26/2023 | Detalus Advisors LLC | 12,342 | $76K | 0.0% | -13.0% | 0.070% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 72,657 | $450K | 0.0% | -30.4% | 0.414% | |
10/19/2023 | McGlone Suttner Wealth Management Inc. | 23,944 | $148K | 0.0% | -17.6% | 0.137% | |
8/23/2023 | CTC Alternative Strategies Ltd. | 17,000 | $110K | 0.1% | N/A | 0.097% | |
8/18/2023 | SFI Advisors LLC | 11,021 | $71K | 0.1% | N/A | 0.063% | |
8/14/2023 | CSS LLC IL | 23,452 | $152K | 0.0% | +14.7% | 0.134% | |
8/10/2023 | Cetera Investment Advisers | 863,933 | $5.60M | 0.0% | -3.6% | 4.928% | |
8/8/2023 | Blue Bell Private Wealth Management LLC | 4,700 | $30K | 0.0% | N/A | 0.027% | |
7/31/2023 | LPL Financial LLC | 85,518 | $554K | 0.0% | -50.7% | 0.488% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 104,364 | $676K | 0.0% | +32.0% | 0.595% | |
7/25/2023 | Raymond James & Associates | 100,093 | $649K | 0.0% | +2.5% | 0.571% | |
7/14/2023 | Gilman Hill Asset Management LLC | 32,500 | $211K | 0.0% | +8.3% | 0.185% | |
5/12/2023 | SeaCrest Wealth Management LLC | 39,458 | $256K | 0.0% | -4.5% | 0.225% | |
5/8/2023 | Shaker Financial Services LLC | 20,400 | $133K | 0.1% | N/A | 0.116% | |
5/8/2023 | Wolverine Asset Management LLC | 46,658 | $303K | 0.0% | +101.7% | 0.266% | |
5/1/2023 | Virtu Financial LLC | 24,560 | $160K | 0.0% | N/A | 0.140% | |
4/21/2023 | Kovack Advisors Inc. | 15,661 | $102K | 0.0% | N/A | 0.089% | |
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4/20/2023 | McGlone Suttner Wealth Management Inc. | 29,055 | $189K | 0.0% | -29.5% | 0.166% | |
4/20/2023 | Gilman Hill Asset Management LLC | 30,000 | $195K | 0.0% | +71.4% | 0.171% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 79,083 | $514K | 0.0% | +6.2% | 0.451% | |
2/10/2023 | Yakira Capital Management Inc. | 117,237 | $762K | 0.2% | -2.2% | 0.669% | |
2/9/2023 | McGlone Suttner Wealth Management Inc. | 41,237 | $268K | 0.1% | N/A | 0.235% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 74,476 | $484K | 0.0% | -13.0% | 0.425% | |
2/8/2023 | L.M. Kohn & Company | 21,765 | $141K | 0.1% | +52.1% | 0.124% | |
2/8/2023 | Raymond James & Associates | 97,231 | $632K | 0.0% | +58.0% | 0.555% | |
2/7/2023 | LPL Financial LLC | 151,063 | $982K | 0.0% | +18.3% | 0.862% | |
2/2/2023 | Raymond James Trust N.A. | 10,003 | $65K | 0.0% | N/A | 0.057% | |