10/31/2024 | Shaker Financial Services LLC | 143,928 | $1.15M | 0.4% | -7.2% | 0.000% | |
10/31/2024 | Advisor Resource Council | 13,175 | $105K | 0.0% | N/A | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 16,528 | $132K | 0.0% | -32.9% | 0.000% | |
10/21/2024 | Flagship Harbor Advisors LLC | 1,022,153 | $8.18M | 0.4% | N/A | 0.000% | |
10/21/2024 | Foundations Investment Advisors LLC | 10,871 | $87K | 0.0% | -31.5% | 0.000% | |
10/18/2024 | Capital Investment Advisors LLC | 171,171 | $1.37M | 0.0% | +1.1% | 0.000% | |
|
10/3/2024 | Park Avenue Securities LLC | 120,888 | $967K | 0.0% | -5.1% | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 155,045 | $1.17M | 0.5% | +197.1% | 0.000% | |
8/2/2024 | Foundations Investment Advisors LLC | 15,864 | $119K | 0.0% | -96.7% | 0.000% | |
8/2/2024 | Wolverine Asset Management LLC | 23,226 | $175K | 0.0% | N/A | 0.000% | |
7/26/2024 | Atomi Financial Group Inc. | 35,458 | $267K | 0.0% | +18.5% | 0.000% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 138,115 | $1.04M | 0.0% | N/A | 0.000% | |
7/25/2024 | Clear Creek Financial Management LLC | 10,200 | $77K | 0.0% | N/A | 0.000% | |
7/15/2024 | Melfa Wealth Management Inc. | 12,910 | $97K | 0.1% | N/A | 0.000% | |
7/12/2024 | Integrated Capital Management Inc. | 24,425 | $184K | 0.1% | +12.0% | 0.000% | |
7/12/2024 | Capital Investment Advisors LLC | 169,376 | $1.27M | 0.0% | -3.3% | 0.000% | |
7/9/2024 | Park Avenue Securities LLC | 127,403 | $958K | 0.0% | -3.1% | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 326,613 | $2.50M | 0.0% | +7.2% | 0.000% | |
5/7/2024 | Atomi Financial Group Inc. | 29,913 | $229K | 0.0% | -5.0% | 0.000% | |
5/3/2024 | MRA Advisory Group | 37,694 | $289K | 0.2% | +35.0% | 0.000% | |
4/11/2024 | International Assets Investment Management LLC | 24,568 | $188K | 0.0% | +14.2% | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 131,531 | $1.01M | 0.0% | -3.4% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 11,542 | $83K | 0.0% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 10,000 | $72K | 0.0% | N/A | 0.000% | |
2/9/2024 | UBS Group AG | 842,584 | $6.02M | 0.0% | +1.8% | 0.000% | |
2/8/2024 | Foundations Investment Advisors LLC | 468,584 | $3.46M | 0.1% | +11.3% | 0.000% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 22,840 | $163K | 0.1% | -10.1% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 47,036 | $336K | 0.1% | -76.6% | 0.000% | |
2/7/2024 | Principal Securities Inc. | 5,056 | $36K | 0.0% | N/A | 0.000% | |
1/30/2024 | SFI Advisors LLC | 10,794 | $77K | 0.1% | -17.1% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 153,832 | $1.10M | 0.0% | +702.7% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 27,365 | $196K | 0.0% | -15.2% | 0.000% | |
1/16/2024 | CoreCap Advisors LLC | 10,460 | $75K | 0.0% | N/A | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 300,398 | $2.02M | 0.0% | +55.8% | 0.000% | |
11/14/2023 | AQR Arbitrage LLC | 248,442 | $1.67M | 0.1% | +33.1% | 0.000% | |
11/9/2023 | UBS Group AG | 827,739 | $5.55M | 0.0% | +4.6% | 0.000% | |
11/2/2023 | Shaker Financial Services LLC | 201,412 | $1.35M | 0.6% | -42.1% | 0.000% | |
10/26/2023 | Park Avenue Securities LLC | 132,574 | $890K | 0.0% | +1.7% | 0.000% | |
10/26/2023 | Advisor Partners II LLC | 228,580 | $1.53M | 0.1% | N/A | 0.000% | |
10/24/2023 | Raymond James & Associates | 15,214 | $102K | 0.0% | +29.8% | 0.000% | |
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10/17/2023 | Flagship Harbor Advisors LLC | 892,833 | $5.99M | 0.5% | -22.7% | 0.000% | |
10/5/2023 | Foundations Investment Advisors LLC | 421,122 | $2.83M | 0.1% | +16.0% | 0.000% | |
8/11/2023 | Landscape Capital Management L.L.C. | 14,715 | $99K | 0.0% | -30.9% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 557,719 | $3.75M | 0.0% | +11.0% | 0.000% | |
8/10/2023 | Sit Investment Associates Inc. | 868,975 | $5.84M | 0.2% | +6.6% | 0.000% | |
8/9/2023 | Robinson Capital Management LLC | 76,528 | $516K | 0.2% | N/A | 0.000% | |
8/7/2023 | Shaker Financial Services LLC | 348,092 | $2.34M | 1.0% | -29.7% | 0.000% | |
7/31/2023 | LPL Financial LLC | 113,119 | $760K | 0.0% | +9.5% | 0.000% | |
7/31/2023 | Integrated Capital Management Inc. | 23,183 | $156K | 0.1% | +28.9% | 0.000% | |
7/21/2023 | Creative Planning | 10,393 | $70K | 0.0% | N/A | 0.000% | |
7/19/2023 | Foundations Investment Advisors LLC | 363,134 | $2.44M | 0.1% | N/A | 0.000% | |
7/17/2023 | MRA Advisory Group | 27,468 | $185K | 0.1% | +43.7% | 0.000% | |
7/14/2023 | Park Avenue Securities LLC | 130,320 | $876K | 0.0% | -2.3% | 0.000% | |
7/11/2023 | Capital Investment Advisors LLC | 177,961 | $1.20M | 0.0% | -1.0% | 0.000% | |
7/11/2023 | Flagship Harbor Advisors LLC | 1,155,241 | $7.76M | 0.6% | +65.0% | 0.000% | |
6/7/2023 | Atomi Financial Group Inc. | 32,868 | $218K | 0.1% | N/A | 0.000% | |
5/11/2023 | Elequin Securities LLC | 6,390 | $42K | 0.0% | -66.7% | 0.000% | |
5/11/2023 | Barrett & Company Inc. | 4,000 | $27K | 0.0% | N/A | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 502,231 | $3.33M | 0.0% | +27.4% | 0.000% | |
5/10/2023 | Landscape Capital Management L.L.C. | 21,289 | $141K | 0.0% | -20.1% | 0.000% | |
5/8/2023 | Shaker Financial Services LLC | 494,963 | $3.31M | 1.4% | +6.7% | 0.000% | |
5/8/2023 | Wolverine Asset Management LLC | 45,009 | $298K | 0.0% | -75.2% | 0.000% | |
4/26/2023 | Integrated Capital Management Inc. | 17,991 | $150K | 0.1% | -18.4% | 0.000% | |
4/19/2023 | International Assets Investment Management LLC | 17,849 | $118K | 0.0% | -51.1% | 0.000% | |
4/18/2023 | Park Avenue Securities LLC | 133,373 | $884K | 0.0% | -5.3% | 0.000% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 32,153 | $213K | 0.0% | +26.7% | 0.000% | |
4/14/2023 | Raymond James & Associates | 11,794 | $78K | 0.0% | N/A | 0.000% | |
4/12/2023 | Flagship Harbor Advisors LLC | 700,138 | $4.64M | 0.4% | -0.4% | 0.000% | |
2/10/2023 | Sit Investment Associates Inc. | 731,247 | $4.75M | 0.1% | +1.2% | 0.000% | |
2/9/2023 | Landscape Capital Management L.L.C. | 26,650 | $173K | 0.0% | -62.3% | 0.000% | |
2/9/2023 | Elequin Securities LLC | 19,179 | $125K | 0.0% | N/A | 0.000% | |
2/8/2023 | UBS Group AG | 609,684 | $3.96M | 0.0% | +10.8% | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 152,395 | $991K | 0.0% | +1.4% | 0.000% | |
2/3/2023 | Shaker Financial Services LLC | 464,057 | $3.02M | 1.4% | +14.3% | 0.000% | |
2/1/2023 | Wolverine Asset Management LLC | 181,406 | $1.18M | 0.0% | -17.3% | 0.000% | |
1/30/2023 | International Assets Investment Management LLC | 36,504 | $237K | 0.0% | +154.4% | 0.000% | |
1/24/2023 | Matisse Capital | 27,064 | $176K | 0.2% | N/A | 0.000% | |
1/24/2023 | Clear Creek Financial Management LLC | 11,250 | $73K | 0.0% | N/A | 0.000% | |
1/20/2023 | Matisse Capital | 27,064 | $176K | 0.2% | N/A | 0.000% | |
1/13/2023 | Flagship Harbor Advisors LLC | 702,812 | $4.57M | 0.5% | +8.1% | 0.000% | |
1/12/2023 | Hennion & Walsh Asset Management Inc. | 111,791 | $727K | 0.0% | -2.8% | 0.000% | |
1/5/2023 | Capital Investment Advisors LLC | 180,621 | $1.17M | 0.0% | -3.9% | 0.000% | |
11/16/2022 | Saba Capital Management L.P. | 25,833 | $167K | 0.0% | -35.4% | 0.000% | |
11/15/2022 | Logan Stone Capital LLC | 38,929 | $251K | 0.2% | N/A | 0.000% | |
11/15/2022 | Cohen & Steers Inc. | 159,160 | $1.03M | 0.0% | +42.5% | 0.000% | |
11/14/2022 | Guggenheim Capital LLC | 370,912 | $2.40M | 0.0% | -2.1% | 0.000% | |
11/14/2022 | MML Investors Services LLC | 29,713 | $192K | 0.0% | +7.3% | 0.000% | |
11/10/2022 | Wolverine Asset Management LLC | 219,457 | $1.42M | 0.0% | +13.5% | 0.000% | |
11/10/2022 | UBS Group AG | 550,317 | $3.56M | 0.0% | +13.2% | 0.000% | |
11/9/2022 | Shaker Financial Services LLC | 406,110 | $2.62M | 1.3% | +64.6% | 0.000% | |
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11/8/2022 | Advisors Asset Management Inc. | 196,818 | $1.27M | 0.0% | +17.0% | 0.000% | |
11/2/2022 | Landscape Capital Management L.L.C. | 70,724 | $457K | 0.1% | +96.0% | 0.000% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 27,383 | $177K | 0.0% | -21.2% | 0.000% | |
10/13/2022 | Flagship Harbor Advisors LLC | 650,222 | $4.20M | 0.5% | +2.2% | 0.000% | |
10/5/2022 | Capital Investment Advisors LLC | 187,856 | $1.21M | 0.0% | +1.7% | 0.000% | |
8/16/2022 | Collaborative Wealth Managment Inc. | 27,324 | $193K | 0.1% | N/A | 0.000% | |
8/13/2022 | NewEdge Advisors LLC | 82,300 | $581K | 0.0% | +5.8% | 0.000% | |
8/11/2022 | Cetera Investment Advisers | 23,379 | $165K | 0.0% | +30.4% | 0.000% | |
8/11/2022 | CoreCap Advisors LLC | 11,025 | $78K | 0.0% | N/A | 0.000% | |
8/11/2022 | Sit Investment Associates Inc. | 436,353 | $3.08M | 0.1% | +262.0% | 0.000% | |