11/20/2024 | Virtu Financial LLC | 13,435 | $0.29M | 0.0% | N/A | 0.000% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 87,803 | $1.90M | 0.0% | N/A | 0.000% | |
11/15/2024 | Stifel Financial Corp | 401,175 | $8.67M | 0.0% | -11.3% | 0.000% | |
11/15/2024 | Rivernorth Capital Management LLC | 1,761,014 | $38.07M | 1.9% | -17.5% | 0.000% | |
11/15/2024 | Integrated Wealth Concepts LLC | 38,968 | $0.84M | 0.0% | +9.9% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 40,793 | $0.88M | 0.0% | +27.3% | 0.000% | |
11/15/2024 | Garden State Investment Advisory Services LLC | 22,323 | $0.48M | 0.1% | N/A | 0.000% | |
11/14/2024 | Rockefeller Capital Management L.P. | 114,189 | $2.47M | 0.0% | -60.3% | 0.000% | |
11/13/2024 | Summit Financial Wealth Advisors LLC | 16,075 | $0.35M | 0.1% | -5.9% | 0.000% | |
11/12/2024 | Covenant Asset Management LLC | 20,350 | $0.44M | 0.1% | -10.5% | 0.000% | |
11/9/2024 | Landscape Capital Management L.L.C. | 104,323 | $2.26M | 0.2% | -38.8% | 0.000% | |
11/8/2024 | Avior Wealth Management LLC | 17,614 | $0.38M | 0.0% | +37.9% | 0.000% | |
11/7/2024 | Pathstone Holdings LLC | 497,683 | $10.76M | 0.0% | +138.1% | 0.000% | |
11/6/2024 | Oppenheimer & Co. Inc. | 22,677 | $0.49M | 0.0% | +14.2% | 0.000% | |
11/4/2024 | Wolverine Asset Management LLC | 43,409 | $0.94M | 0.0% | +4.3% | 0.000% | |
10/31/2024 | Hara Capital LLC | 272,765 | $5.90M | 3.6% | +294.2% | 0.000% | |
10/29/2024 | Van ECK Associates Corp | 539,934 | $11.45M | 0.0% | +8.7% | 0.000% | |
10/25/2024 | Walter & Keenan Wealth Management LLC IN ADV | 134,059 | $2.90M | 0.9% | -12.5% | 0.000% | |
10/24/2024 | Ackerman Capital Advisors LLC | 23,679 | $0.51M | 0.1% | +123.8% | 0.000% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 42,064 | $0.91M | 0.0% | -47.8% | 0.000% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 288,451 | $6.24M | 0.3% | +20.9% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 29,072 | $0.63M | 0.0% | -28.4% | 0.000% | |
10/22/2024 | Narwhal Capital Management | 469,054 | $10.14M | 0.9% | -2.8% | 0.000% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 1,092,012 | $23.61M | 0.0% | -10.1% | 0.000% | |
10/17/2024 | LexAurum Advisors LLC | 57,892 | $1.25M | 0.3% | -3.4% | 0.000% | |
10/16/2024 | Amplius Wealth Advisors LLC | 123,917 | $2.68M | 0.3% | -0.8% | 0.000% | |
10/15/2024 | Magnus Financial Group LLC | 24,516 | $0.53M | 0.1% | +8.9% | 0.000% | |
10/9/2024 | Maltin Wealth Management Inc. | 66,196 | $1.43M | 0.7% | +77.8% | 0.000% | |
10/8/2024 | CWM LLC | 28,472 | $0.62M | 0.0% | -6.4% | 0.000% | |
10/8/2024 | Gill Capital Partners LLC | 58,340 | $1.26M | 0.5% | -32.0% | 0.000% | |
10/7/2024 | WealthBridge Capital Management LLC | 243,516 | $5.27M | 1.5% | -0.9% | 0.000% | |
9/20/2024 | Anchor Investment Management LLC | 67,863 | $1.41M | 0.1% | +9.8% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 49,972 | $1.03M | 0.0% | N/A | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 3,564 | $74K | 0.0% | -28.3% | 0.000% | |
8/16/2024 | Creative Planning | 14,249 | $0.30M | 0.0% | -5.9% | 0.000% | |
8/16/2024 | Almitas Capital LLC | 77,392 | $1.61M | 0.7% | N/A | 0.000% | |
8/15/2024 | Logan Stone Capital LLC | 671,281 | $13.94M | 3.6% | +79.0% | 0.000% | |
8/9/2024 | City of London Investment Management Co. Ltd. | 443,809 | $9.22M | 0.8% | +3.6% | 0.000% | |
8/8/2024 | Beverly Hills Private Wealth LLC | 106,919 | $2.22M | 0.5% | +74.5% | 0.000% | |
8/8/2024 | NINE MASTS CAPITAL Ltd | 61,667 | $1.28M | 0.4% | +12.7% | 0.000% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 2,000 | $42K | 0.0% | N/A | 0.000% | |
8/6/2024 | Narwhal Capital Management | 482,342 | $10.02M | 0.9% | -0.7% | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 18,000 | $0.38M | 0.2% | N/A | 0.000% | |
8/2/2024 | WealthBridge Capital Management LLC | 245,783 | $5.11M | 1.7% | -19.4% | 0.000% | |
8/2/2024 | Magnus Financial Group LLC | 22,512 | $0.47M | 0.1% | +26.6% | 0.000% | |
8/2/2024 | Wolverine Asset Management LLC | 41,634 | $0.87M | 0.0% | +96.1% | 0.000% | |
8/2/2024 | Tortoise Investment Management LLC | 398,173 | $8.27M | 0.9% | +1,131.7% | 0.000% | |
8/1/2024 | Waterfront Wealth Inc. | 113,360 | $2.35M | 0.6% | -2.4% | 0.000% | |
7/31/2024 | Van ECK Associates Corp | 496,553 | $10.31M | 0.0% | -5.8% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 70,488 | $1.46M | 0.0% | +7.8% | 0.000% | |
7/31/2024 | Rothschild Investment LLC | 4,000 | $83K | 0.0% | N/A | 0.000% | |
7/30/2024 | Matisse Capital | 49,697 | $1.03M | 0.5% | N/A | 0.000% | |
7/29/2024 | Hara Capital LLC | 69,202 | $1.44M | 0.9% | -1.6% | 0.000% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 1,214,689 | $25.23M | 0.0% | +9.5% | 0.000% | |
7/26/2024 | Bank of New York Mellon Corp | 46,840 | $0.97M | 0.0% | -10.7% | 0.000% | |
7/26/2024 | Ackerman Capital Advisors LLC | 10,580 | $0.22M | 0.1% | N/A | 0.000% | |
7/23/2024 | Amplius Wealth Advisors LLC | 124,947 | $2.60M | 0.3% | -4.7% | 0.000% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 238,658 | $4.96M | 0.3% | +3.2% | 0.000% | |
7/19/2024 | Raymond James & Associates | 101,919 | $2.12M | 0.0% | -8.5% | 0.000% | |
7/17/2024 | Seed Wealth Management Inc. | 46,220 | $0.96M | 0.8% | +144.9% | 0.000% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 80,540 | $1.67M | 0.0% | +28.9% | 0.000% | |
7/16/2024 | Walter & Keenan Wealth Management LLC IN ADV | 153,203 | $3.18M | 1.0% | -13.9% | 0.000% | |
7/15/2024 | Andrew Hill Investment Advisors Inc. | 25,976 | $0.54M | 0.4% | -2.0% | 0.000% | |
7/15/2024 | Perkins Coie Trust Co | 7,442 | $0.16M | 0.0% | N/A | 0.000% | |
7/12/2024 | Successful Portfolios LLC | 21,707 | $0.45M | 0.3% | -4.0% | 0.000% | |
7/12/2024 | Maltin Wealth Management Inc. | 37,227 | $0.77M | 0.4% | +12.8% | 0.000% | |
7/12/2024 | Cliftonlarsonallen Wealth Advisors LLC | 10,857 | $0.23M | 0.0% | -77.6% | 0.000% | |
7/2/2024 | Transcend Capital Advisors LLC | 10,730 | $0.22M | 0.0% | -32.7% | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 151,176 | $3.18M | 0.1% | +30.4% | 0.000% | |
5/14/2024 | Karpus Management Inc. | 2,517,362 | $53.02M | 1.5% | +0.2% | 0.000% | |
5/11/2024 | Jacobi Capital Management LLC | 179,085 | $3.77M | 0.3% | +9.9% | 0.000% | |
5/10/2024 | City of London Investment Management Co. Ltd. | 428,327 | $9.02M | 0.7% | +130.0% | 0.000% | |
5/7/2024 | Oppenheimer & Co. Inc. | 19,762 | $0.42M | 0.0% | +3.1% | 0.000% | |
5/6/2024 | Gill Capital Partners LLC | 85,740 | $1.76M | 0.7% | -2.9% | 0.000% | |
5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 48,557 | $1.02M | 0.0% | +15.9% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 39,325 | $0.83M | 0.0% | -7.3% | 0.000% | |
4/30/2024 | Van ECK Associates Corp | 527,339 | $11.11M | 0.0% | +1.5% | 0.000% | |
4/30/2024 | WealthBridge Capital Management LLC | 305,058 | $6.43M | 2.2% | -4.4% | 0.000% | |
4/30/2024 | Commonwealth Equity Services LLC | 65,373 | $1.38M | 0.0% | +13.5% | 0.000% | |
4/26/2024 | Narwhal Capital Management | 485,602 | $10.23M | 1.0% | -8.9% | 0.000% | |
4/26/2024 | Riverbridge Partners LLC | 33,219 | $0.70M | 0.0% | N/A | 0.000% | |
4/25/2024 | Lindbrook Capital LLC | 2,000 | $42K | 0.0% | +100.0% | 0.000% | |
4/18/2024 | Successful Portfolios LLC | 22,607 | $0.48M | 0.3% | -4.2% | 0.000% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 231,219 | $4.87M | 0.3% | -18.2% | 0.000% | |
4/16/2024 | Maltin Wealth Management Inc. | 32,989 | $0.70M | 0.4% | N/A | 0.000% | |
4/16/2024 | Seed Wealth Management Inc. | 18,870 | $0.39M | 0.4% | -4.6% | 0.000% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 62,469 | $1.32M | 0.0% | +4.6% | 0.000% | |
4/10/2024 | LexAurum Advisors LLC | 61,524 | $1.30M | 0.3% | -17.9% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 17,000 | $0.35M | 0.0% | N/A | 0.000% | |
2/29/2024 | Tortoise Investment Management LLC | 32,328 | $0.67M | 0.1% | +176.3% | 0.000% | |
2/26/2024 | Virtu Financial LLC | 27,619 | $0.57M | 0.0% | -7.2% | 0.000% | |
2/23/2024 | Chicago Partners Investment Group LLC | 10,595 | $0.22M | 0.0% | -12.3% | 0.000% | |
2/14/2024 | Jacobi Capital Management LLC | 163,023 | $3.39M | 0.3% | +0.6% | 0.000% | |
2/14/2024 | Sentinel Trust Co. LBA | 242,735 | $5.05M | 0.7% | +45.3% | 0.000% | |
2/13/2024 | Karpus Management Inc. | 2,512,207 | $52.25M | 1.6% | +33.0% | 0.000% | |
2/13/2024 | 1607 Capital Partners LLC | 273,728 | $5.69M | 0.4% | +280.3% | 0.000% | |
2/12/2024 | Relative Value Partners Group LLC | 68,282 | $1.42M | 0.1% | N/A | 0.000% | |
2/12/2024 | Gridiron Partners LLC | 75,855 | $1.58M | 1.1% | N/A | 0.000% | |
2/12/2024 | Weiss Asset Management LP | 59,395 | $1.24M | 0.1% | N/A | 0.000% | |
2/12/2024 | Stifel Financial Corp | 485,447 | $10.10M | 0.0% | -8.8% | 0.000% | |