11/15/2024 | Kovitz Investment Group Partners LLC | 32,000 | $349K | 0.0% | N/A | 0.101% | |
11/15/2024 | Stifel Financial Corp | 35,601 | $388K | 0.0% | +9.3% | 0.112% | |
11/15/2024 | Rivernorth Capital Management LLC | 179,697 | $1.96M | 0.1% | +61.4% | 0.565% | |
11/15/2024 | Integrated Wealth Concepts LLC | 10,879 | $119K | 0.0% | N/A | 0.034% | |
11/15/2024 | HighTower Advisors LLC | 25,095 | $267K | 0.0% | N/A | 0.079% | |
11/14/2024 | Rockefeller Capital Management L.P. | 139,457 | $1.52M | 0.0% | +4.3% | 0.438% | |
|
11/9/2024 | Landscape Capital Management L.L.C. | 43,792 | $477K | 0.0% | -61.2% | 0.138% | |
11/8/2024 | Moors & Cabot Inc. | 16,853 | $184K | 0.0% | +18.2% | 0.053% | |
11/8/2024 | Advisors Asset Management Inc. | 151,575 | $1.65M | 0.0% | -0.8% | 0.477% | |
11/8/2024 | Avior Wealth Management LLC | 11,932 | $130K | 0.0% | +23.1% | 0.038% | |
11/7/2024 | Pathstone Holdings LLC | 357,624 | $3.90M | 0.0% | N/A | 1.124% | |
11/6/2024 | Oppenheimer & Co. Inc. | 50,209 | $547K | 0.0% | -17.3% | 0.158% | |
11/4/2024 | Wolverine Asset Management LLC | 63,488 | $692K | 0.0% | +116.1% | 0.200% | |
11/1/2024 | Fiera Capital Corp | 307,586 | $3.35M | 0.0% | -2.1% | 0.967% | |
10/29/2024 | Van ECK Associates Corp | 227,641 | $2.39M | 0.0% | -1.7% | 0.716% | |
10/25/2024 | Tyche Wealth Partners LLC | 11,940 | $130K | 0.0% | -49.6% | 0.038% | |
10/25/2024 | Fortitude Family Office LLC | 12,309 | $134K | 0.1% | N/A | 0.039% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 15,353 | $167K | 0.0% | N/A | 0.048% | |
10/22/2024 | International Assets Investment Management LLC | 12,944 | $141K | 0.0% | +1,000.7% | 0.041% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 32,793 | $357K | 0.0% | N/A | 0.103% | |
10/18/2024 | Capital Investment Advisors LLC | 104,939 | $1.14M | 0.0% | -2.7% | 0.330% | |
10/16/2024 | Melfa Wealth Management Inc. | 480,850 | $5.24M | 3.5% | -0.2% | 1.512% | |
10/15/2024 | Nova R Wealth Inc. | 93,059 | $1.01M | 0.5% | -6.9% | 0.293% | |
10/3/2024 | Park Avenue Securities LLC | 105,047 | $1.15M | 0.0% | -6.8% | 0.330% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 32,920 | $338K | 0.0% | -38.0% | 0.103% | |
8/15/2024 | Logan Stone Capital LLC | 80,343 | $824K | 0.2% | +19.8% | 0.253% | |
8/8/2024 | 1ST Source Bank | 39,791 | $408K | 0.0% | -35.7% | 0.125% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 6,000 | $62K | 0.0% | N/A | 0.019% | |
8/2/2024 | Wolverine Asset Management LLC | 29,384 | $301K | 0.0% | +700.7% | 0.092% | |
8/1/2024 | Fiera Capital Corp | 314,317 | $3.23M | 0.0% | -32.8% | 0.988% | |
7/31/2024 | Van ECK Associates Corp | 231,553 | $2.38M | 0.0% | +13.9% | 0.728% | |
7/31/2024 | Rothschild Investment LLC | 194,921 | $2M | 0.1% | N/A | 0.613% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 41,086 | $422K | 0.0% | N/A | 0.129% | |
7/22/2024 | Sunpointe LLC | 21,019 | $216K | 0.1% | N/A | 0.066% | |
7/19/2024 | Raymond James & Associates | 203,737 | $2.09M | 0.0% | -7.3% | 0.640% | |
7/12/2024 | Integrated Capital Management Inc. | 18,399 | $189K | 0.2% | +10.9% | 0.058% | |
7/12/2024 | Capital Investment Advisors LLC | 107,874 | $1.11M | 0.0% | -1.1% | 0.339% | |
7/9/2024 | Park Avenue Securities LLC | 112,754 | $1.16M | 0.0% | -2.6% | 0.354% | |
5/24/2024 | Cetera Advisors LLC | 15,282 | $155K | 0.0% | N/A | 0.048% | |
5/14/2024 | Advisors Asset Management Inc. | 156,288 | $1.59M | 0.0% | -2.0% | 0.491% | |
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5/14/2024 | Robinson Capital Management LLC | 935,354 | $9.15M | 3.3% | +3.6% | 2.940% | |
5/10/2024 | 1ST Source Bank | 61,894 | $629K | 0.0% | -3.5% | 0.195% | |
4/30/2024 | Van ECK Associates Corp | 203,372 | $2.07M | 0.0% | -13.9% | 0.639% | |
4/29/2024 | Commonwealth Equity Services LLC | 328,355 | $3.34M | 0.0% | -0.3% | 1.032% | |
4/23/2024 | Summit Trail Advisors LLC | 10,420 | $106K | 0.0% | -16.3% | 0.033% | |
4/11/2024 | Integrated Capital Management Inc. | 16,594 | $169K | 0.1% | N/A | 0.052% | |
4/10/2024 | Park Avenue Securities LLC | 115,800 | $1.18M | 0.0% | N/A | 0.364% | |
3/27/2024 | Nomura Holdings Inc. | 13,250 | $136K | 0.0% | N/A | 0.042% | |
2/8/2024 | Robinson Capital Management LLC | 902,947 | $9.27M | 3.3% | +41.6% | 2.655% | |
2/8/2024 | Fiera Capital Corp | 605,654 | $6.20M | 0.0% | N/A | 1.781% | |
2/8/2024 | 1ST Source Bank | 64,111 | $656K | 0.0% | -1.7% | 0.189% | |
2/6/2024 | Summit Trail Advisors LLC | 12,443 | $128K | 0.0% | N/A | 0.037% | |
2/6/2024 | Spire Wealth Management | 14,000 | $143K | 0.0% | N/A | 0.041% | |
2/6/2024 | ARS Wealth Advisors Group LLC | 15,094 | $154K | 0.0% | -78.7% | 0.044% | |
2/5/2024 | Van ECK Associates Corp | 236,283 | $2.42M | 0.0% | +15.5% | 0.695% | |
1/30/2024 | Tyche Wealth Partners LLC | 23,685 | $242K | 0.1% | N/A | 0.070% | |
1/30/2024 | Bison Wealth LLC | 28,498 | $292K | 0.1% | N/A | 0.084% | |
1/25/2024 | International Assets Investment Management LLC | 11,781 | $1.15M | 0.0% | +934.3% | 0.035% | |
1/24/2024 | International Assets Investment Management LLC | 11,781 | $1.15M | 0.0% | +934.3% | 0.035% | |
1/23/2024 | Indiana Trust & Investment Management CO | 14,000 | $143K | 0.1% | -34.9% | 0.041% | |
1/23/2024 | UMB Bank n.a. | 2,699 | $28K | 0.0% | N/A | 0.008% | |
1/16/2024 | Simon Quick Advisors LLC | 13,219 | $135K | 0.0% | N/A | 0.039% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 54,777 | $560K | 0.0% | -16.1% | 0.161% | |
1/16/2024 | Raymond James & Associates | 215,399 | $2.20M | 0.0% | +31.8% | 0.633% | |
1/11/2024 | Moody National Bank Trust Division | 11,681 | $119K | 0.0% | N/A | 0.034% | |
1/10/2024 | Financial Network Wealth Management LLC | 11,250 | $115K | 0.0% | N/A | 0.033% | |
1/8/2024 | Gill Capital Partners LLC | 23,090 | $236K | 0.1% | -25.1% | 0.068% | |
1/5/2024 | Capital Investment Advisors LLC | 110,935 | $1.14M | 0.0% | -3.2% | 0.326% | |
11/15/2023 | Advisors Asset Management Inc. | 148,067 | $1.36M | 0.0% | +47.6% | 0.435% | |
11/14/2023 | Robinson Capital Management LLC | 637,673 | $5.69M | 2.5% | N/A | 1.875% | |
11/13/2023 | Wolverine Asset Management LLC | 55,183 | $508K | 0.0% | +51.6% | 0.162% | |
11/9/2023 | 1ST Source Bank | 65,211 | $600K | 0.0% | -20.0% | 0.192% | |
11/9/2023 | UBS Group AG | 230,595 | $2.12M | 0.0% | +5.1% | 0.678% | |
11/8/2023 | Van ECK Associates Corp | 204,601 | $1.88M | 0.0% | +17.5% | 0.602% | |
11/8/2023 | Landscape Capital Management L.L.C. | 32,639 | $300K | 0.0% | -33.5% | 0.096% | |
11/8/2023 | Oppenheimer & Co. Inc. | 55,344 | $509K | 0.0% | -22.8% | 0.163% | |
10/30/2023 | Melfa Wealth Management LLC | 484,293 | $4.46M | 4.5% | -0.4% | 1.424% | |
10/26/2023 | ARS Wealth Advisors Group LLC | 70,836 | $652K | 0.1% | N/A | 0.208% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 65,307 | $601K | 0.0% | -6.3% | 0.192% | |
10/24/2023 | Raymond James & Associates | 163,451 | $1.50M | 0.0% | -4.6% | 0.481% | |
10/24/2023 | Tectonic Advisors LLC | 33,614 | $309K | 0.0% | -12.0% | 0.099% | |
10/23/2023 | Commonwealth Equity Services LLC | 380,257 | $3.50M | 0.0% | -6.3% | 1.118% | |
10/17/2023 | Avior Wealth Management LLC | 9,927 | $91K | 0.0% | -25.4% | 0.029% | |
10/16/2023 | Capital Investment Advisors LLC | 114,572 | $1.05M | 0.0% | -3.1% | 0.337% | |
10/10/2023 | Indiana Trust & Investment Management CO | 21,500 | $198K | 0.1% | N/A | 0.063% | |
9/12/2023 | Farther Finance Advisors LLC | 9,356 | $96K | 0.0% | N/A | 0.028% | |
9/7/2023 | ST Germain D J Co. Inc. | 3,000 | $31K | 0.0% | N/A | 0.009% | |
8/15/2023 | Cohen & Steers Inc. | 150,923 | $1.54M | 0.0% | +300.3% | 0.444% | |
8/11/2023 | Smith Moore & CO. | 76,737 | $783K | 0.1% | -5.8% | 0.226% | |
8/11/2023 | Landscape Capital Management L.L.C. | 49,096 | $501K | 0.1% | +68.7% | 0.144% | |
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8/10/2023 | Commonwealth Equity Services LLC | 405,651 | $4.14M | 0.0% | +0.3% | 1.193% | |
8/10/2023 | Moors & Cabot Inc. | 12,150 | $124K | 0.0% | +10.0% | 0.036% | |
8/10/2023 | Cetera Investment Advisers | 10,904 | $111K | 0.0% | -8.5% | 0.032% | |
8/9/2023 | 1ST Source Bank | 81,503 | $832K | 0.1% | -6.8% | 0.240% | |
8/7/2023 | Wolverine Asset Management LLC | 36,399 | $372K | 0.0% | +180.8% | 0.107% | |
8/4/2023 | Cullen Frost Bankers Inc. | 4,165 | $43K | 0.0% | N/A | 0.012% | |
8/4/2023 | IFP Advisors Inc | 26,346 | $307K | 0.0% | -26.6% | 0.077% | |
8/3/2023 | Van ECK Associates Corp | 174,130 | $1.78M | 0.0% | +43.5% | 0.512% | |
8/3/2023 | Oppenheimer & Co. Inc. | 71,735 | $732K | 0.0% | +5.2% | 0.211% | |
7/31/2023 | LPL Financial LLC | 62,502 | $638K | 0.0% | -51.4% | 0.184% | |