4/21/2025 | Riverbridge Partners LLC | 59,870 | $567K | 0.0% | +10.2% | 0.000% | |
4/10/2025 | Lake Street Private Wealth LLC | 683,600 | $6.47M | 1.1% | +4.0% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 21,625 | $209K | 0.0% | -17.2% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 265,214 | $2.57M | 0.0% | -8.6% | 0.000% | |
2/14/2025 | Virtus ETF Advisers LLC | 84,736 | $820K | 0.3% | +20.6% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 10,873 | $105K | 0.0% | -12.2% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 107,446 | $1.04M | 0.4% | +13.4% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 305,110 | $2.95M | 0.0% | -9.0% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 21,627 | $209K | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 346,491 | $3.35M | 0.0% | +8.1% | 0.000% | |
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2/6/2025 | Raymond James Financial Inc. | 21,627 | $209K | 0.0% | N/A | 0.000% | |
1/24/2025 | Clear Creek Financial Management LLC | 143,069 | $1.39M | 0.1% | +4.0% | 0.000% | |
1/15/2025 | Lake Street Private Wealth LLC | 657,025 | $6.36M | 1.0% | -6.6% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 12,381 | $123K | 0.0% | N/A | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 12,653 | $126K | 0.0% | -27.3% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 347,536 | $3.44M | 0.1% | -3.2% | 0.000% | |
11/6/2024 | Kovack Advisors Inc. | 10,000 | $99K | 0.0% | N/A | 0.000% | |
11/1/2024 | Fiera Capital Corp | 51,360 | $508K | 0.0% | N/A | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 94,788 | $938K | 0.4% | -2.1% | 0.000% | |
10/29/2024 | Clear Creek Financial Management LLC | 137,527 | $1.36M | 0.2% | +10.8% | 0.000% | |
10/22/2024 | Lake Street Private Wealth LLC | 703,350 | $6.96M | 1.1% | +5.7% | 0.000% | |
10/18/2024 | Capital Investment Advisors LLC | 13,031 | $129K | 0.0% | -15.0% | 0.000% | |
8/16/2024 | Quarry LP | 5,659 | $55K | 0.0% | -89.9% | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 96,815 | $935K | 0.4% | -9.5% | 0.000% | |
7/31/2024 | Rothschild Investment LLC | 24,800 | $240K | 0.0% | N/A | 0.000% | |
7/25/2024 | Clear Creek Financial Management LLC | 124,103 | $1.20M | 0.1% | +7.4% | 0.000% | |
7/12/2024 | Capital Investment Advisors LLC | 15,323 | $148K | 0.0% | -9.7% | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 224,884 | $2.18M | 0.0% | +72.8% | 0.000% | |
5/8/2024 | Avantax Advisory Services Inc. | 10,430 | $101K | 0.0% | N/A | 0.000% | |
4/26/2024 | Riverbridge Partners LLC | 77,957 | $755K | 0.0% | -21.7% | 0.000% | |
4/26/2024 | Clear Creek Financial Management LLC | 115,515 | $1.12M | 0.1% | -2.8% | 0.000% | |
4/19/2024 | Lake Street Private Wealth LLC | 598,250 | $5.79M | 0.8% | +10.4% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 12,032 | $110K | 0.0% | N/A | 0.000% | |
2/13/2024 | 1607 Capital Partners LLC | 14,336 | $131K | 0.0% | -83.3% | 0.000% | |
2/8/2024 | Robinson Capital Management LLC | 15,455 | $142K | 0.1% | N/A | 0.000% | |
2/8/2024 | Matisse Capital | 80,955 | $742K | 0.4% | -33.5% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 93,683 | $868K | 0.4% | +9.7% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 2,705 | $25K | 0.0% | +1,703.3% | 0.000% | |
1/24/2024 | Clear Creek Financial Management LLC | 118,871 | $1.09M | 0.2% | +1.1% | 0.000% | |
1/19/2024 | Wagner Wealth Management LLC | 157,261 | $1.44M | 0.5% | -16.7% | 0.000% | |
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11/14/2023 | AQR Arbitrage LLC | 131,106 | $1.18M | 0.1% | -9.1% | 0.000% | |
11/14/2023 | Saba Capital Management L.P. | 29,318 | $264K | 0.0% | -64.2% | 0.000% | |
11/14/2023 | Clough Capital Partners L P | 243,016 | $2.19M | 0.2% | +24.8% | 0.000% | |
11/8/2023 | Janney Montgomery Scott LLC | 10,158 | $92K | 0.0% | -44.5% | 0.000% | |
11/7/2023 | Virtus ETF Advisers LLC | 67,774 | $611K | 0.4% | +83.5% | 0.000% | |
10/31/2023 | Zazove Associates LLC | 6,511 | $59K | 0.0% | N/A | 0.000% | |
10/24/2023 | Clear Creek Financial Management LLC | 117,604 | $1.06M | 0.2% | -1.5% | 0.000% | |
10/20/2023 | Lake Street Financial LLC | 526,750 | $4.75M | 0.9% | +3.7% | 0.000% | |
10/17/2023 | Flagship Harbor Advisors LLC | 23,538 | $212K | 0.0% | -17.5% | 0.000% | |
10/16/2023 | Riverbridge Partners LLC | 98,350 | $886K | 0.0% | +18.5% | 0.000% | |
8/15/2023 | Quarry LP | 36,900 | $320K | 0.1% | N/A | 0.000% | |
8/11/2023 | Landscape Capital Management L.L.C. | 23,831 | $207K | 0.0% | +75.9% | 0.000% | |
8/10/2023 | Sit Investment Associates Inc. | 102,797 | $892K | 0.0% | +10.8% | 0.000% | |
8/9/2023 | Robinson Capital Management LLC | 27,277 | $237K | 0.1% | N/A | 0.000% | |
8/7/2023 | Wolverine Asset Management LLC | 66,830 | $580K | 0.0% | +511.6% | 0.000% | |
8/7/2023 | Shaker Financial Services LLC | 86,286 | $749K | 0.3% | -4.8% | 0.000% | |
7/26/2023 | Janney Montgomery Scott LLC | 18,319 | $159K | 0.0% | -10.4% | 0.000% | |
7/26/2023 | Riverbridge Partners LLC | 82,971 | $720K | 0.0% | -6.7% | 0.000% | |
7/18/2023 | Melfa Wealth Management LLC | 31,558 | $274K | 0.3% | -3.9% | 0.000% | |
7/18/2023 | Lake Street Financial LLC | 508,050 | $4.41M | 0.8% | +5.1% | 0.000% | |
7/17/2023 | Clear Creek Financial Management LLC | 119,370 | $1.04M | 0.2% | +1.9% | 0.000% | |
7/11/2023 | Flagship Harbor Advisors LLC | 28,538 | $248K | 0.0% | -71.8% | 0.000% | |
5/17/2023 | Wagner Wealth Management LLC | 187,929 | $1.64M | 0.7% | -2.0% | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 174,954 | $1.52M | 0.0% | -7.5% | 0.000% | |
5/10/2023 | Landscape Capital Management L.L.C. | 13,546 | $118K | 0.0% | N/A | 0.000% | |
5/8/2023 | Shaker Financial Services LLC | 90,613 | $788K | 0.3% | -2.6% | 0.000% | |
5/8/2023 | Wolverine Asset Management LLC | 10,927 | $95K | 0.0% | N/A | 0.000% | |
4/28/2023 | Janney Montgomery Scott LLC | 20,437 | $178K | 0.0% | -73.5% | 0.000% | |
4/21/2023 | Riverbridge Partners LLC | 88,955 | $774K | 0.0% | +4.3% | 0.000% | |
4/20/2023 | Clear Creek Financial Management LLC | 117,125 | $1.02M | 0.2% | +9.1% | 0.000% | |
4/17/2023 | GPS Wealth Strategies Group LLC | 3,555 | $31K | 0.0% | N/A | 0.000% | |
4/17/2023 | Lake Street Financial LLC | 483,600 | $4.21M | 0.8% | +26.6% | 0.000% | |
4/10/2023 | Capital Investment Advisors LLC | 18,956 | $165K | 0.0% | -7.4% | 0.000% | |
2/10/2023 | Sit Investment Associates Inc. | 92,797 | $814K | 0.0% | +712.6% | 0.000% | |
2/9/2023 | HighTower Advisors LLC | 29,037 | $257K | 0.0% | -7.4% | 0.000% | |
2/8/2023 | Fiera Capital Corp | 57,915 | $508K | 0.0% | +5.7% | 0.000% | |
2/3/2023 | Shaker Financial Services LLC | 93,031 | $824K | 0.4% | -51.0% | 0.000% | |
2/1/2023 | Janney Montgomery Scott LLC | 76,987 | $675K | 0.0% | -37.2% | 0.000% | |
1/31/2023 | Melfa Wealth Management LLC | 32,847 | $288K | 0.3% | N/A | 0.000% | |
1/31/2023 | Wedbush Securities Inc. | 14,558 | $128K | 0.0% | -7.9% | 0.000% | |
1/25/2023 | Lake Street Financial LLC | 382,100 | $3.35M | 0.7% | +48.5% | 0.000% | |
1/24/2023 | Clear Creek Financial Management LLC | 107,395 | $942K | 0.2% | +3.8% | 0.000% | |
1/13/2023 | Flagship Harbor Advisors LLC | 101,479 | $890K | 0.1% | -1.7% | 0.000% | |
1/11/2023 | Riverbridge Partners LLC | 85,289 | $748K | 0.0% | +3.0% | 0.000% | |
1/5/2023 | Capital Investment Advisors LLC | 20,479 | $180K | 0.0% | -7.7% | 0.000% | |
11/15/2022 | Logan Stone Capital LLC | 58,152 | $501K | 0.3% | +27.8% | 0.000% | |
11/15/2022 | Clough Capital Partners L P | 33,914 | $292K | 0.0% | N/A | 0.000% | |
11/15/2022 | 1607 Capital Partners LLC | 200,836 | $1.73M | 0.1% | +15.0% | 0.000% | |
11/14/2022 | Virtus ETF Advisers LLC | 42,208 | $364K | 0.1% | -18.0% | 0.000% | |
11/14/2022 | Guggenheim Capital LLC | 335,210 | $2.89M | 0.0% | -8.9% | 0.000% | |
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11/14/2022 | Hennion & Walsh Asset Management Inc. | 10,627 | $92K | 0.0% | N/A | 0.000% | |
11/10/2022 | Wolverine Asset Management LLC | 167,073 | $1.44M | 0.0% | -10.0% | 0.000% | |
11/9/2022 | Shaker Financial Services LLC | 189,954 | $1.64M | 0.8% | +6.2% | 0.000% | |
11/8/2022 | Matisse Capital | 121,814 | $1.05M | 1.3% | +20.9% | 0.000% | |
11/2/2022 | Landscape Capital Management L.L.C. | 36,383 | $314K | 0.0% | -12.2% | 0.000% | |
10/26/2022 | Riverbridge Partners LLC | 82,828 | $714K | 0.0% | +3.5% | 0.000% | |
10/25/2022 | Janney Montgomery Scott LLC | 122,551 | $1.06M | 0.0% | -61.3% | 0.000% | |
10/24/2022 | Clear Creek Financial Management LLC | 103,442 | $892K | 0.2% | +4.4% | 0.000% | |
10/21/2022 | Lake Street Financial LLC | 257,250 | $2.22M | 0.5% | +191.5% | 0.000% | |
10/5/2022 | Capital Investment Advisors LLC | 22,181 | $191K | 0.0% | -5.8% | 0.000% | |