10/29/2024 | Farther Finance Advisors LLC | 29,498 | $0.34M | 0.0% | N/A | 0.031% | |
10/25/2024 | JFS Wealth Advisors LLC | 10,004 | $0.12M | 0.0% | -50.0% | 0.010% | |
10/25/2024 | Fortitude Family Office LLC | 4,188 | $48K | 0.0% | N/A | 0.004% | |
10/24/2024 | Ackerman Capital Advisors LLC | 20,491 | $0.24M | 0.1% | N/A | 0.021% | |
10/23/2024 | Dakota Wealth Management | 129,776 | $1.50M | 0.0% | -3.4% | 0.135% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 285,039 | $3.28M | 0.2% | -3.0% | 0.297% | |
10/22/2024 | Litman Gregory Wealth Management LLC | 36,615 | $0.42M | 0.0% | +108.0% | 0.038% | |
10/11/2024 | Creative Planning | 16,493 | $0.19M | 0.0% | -71.2% | 0.017% | |
9/5/2024 | Sanctuary Advisors LLC | 404,932 | $4.31M | 0.0% | N/A | 0.422% | |
8/22/2024 | Cetera Investment Advisers | 90,448 | $1M | 0.0% | -1.0% | 0.094% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 13,771 | $0.15M | 0.0% | -26.8% | 0.014% | |
8/16/2024 | Creative Planning | 57,242 | $0.64M | 0.0% | +201.5% | 0.060% | |
8/15/2024 | Logan Stone Capital LLC | 99,295 | $1.10M | 0.3% | -41.7% | 0.103% | |
8/14/2024 | Evoke Wealth LLC | 35,371 | $0.39M | 0.5% | -67.2% | 0.037% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 24,370 | $0.27M | 0.0% | N/A | 0.025% | |
8/10/2024 | Perennial Investment Advisors LLC | 52,211 | $0.58M | 0.1% | +86.5% | 0.054% | |
8/8/2024 | NINE MASTS CAPITAL Ltd | 62,507 | $0.69M | 0.2% | -54.1% | 0.065% | |
8/7/2024 | Choreo LLC | 41,135 | $0.45M | 0.0% | +5.8% | 0.043% | |
8/7/2024 | Wedbush Securities Inc. | 36,314 | $0.40M | 0.0% | +12.1% | 0.038% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 4,800 | $53K | 0.0% | +242.9% | 0.005% | |
8/2/2024 | Wolverine Asset Management LLC | 6,390 | $71K | 0.0% | +57.4% | 0.007% | |
8/2/2024 | Tortoise Investment Management LLC | 31,611 | $0.35M | 0.0% | -11.2% | 0.033% | |
7/31/2024 | Commonwealth Equity Services LLC | 64,145 | $0.71M | 0.0% | +15.2% | 0.067% | |
7/25/2024 | Destination Wealth Management | 43,053 | $0.48M | 0.0% | +59.5% | 0.045% | |
7/22/2024 | Atria Wealth Solutions Inc. | 120,142 | $1.34M | 0.0% | -11.7% | 0.125% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 293,828 | $3.26M | 0.2% | -17.2% | 0.306% | |
7/19/2024 | Intellectus Partners LLC | 79,232 | $0.88M | 0.2% | -6.4% | 0.082% | |
7/15/2024 | Diligent Investors LLC | 173,653 | $1.93M | 0.5% | -8.0% | 0.181% | |
5/20/2024 | Virtu Financial LLC | 10,793 | $0.12M | 0.0% | N/A | 0.011% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 18,822 | $0.21M | 0.0% | +37.8% | 0.020% | |
5/14/2024 | Advisors Asset Management Inc. | 513,532 | $5.65M | 0.1% | +10.3% | 0.535% | |
5/14/2024 | Axxcess Wealth Management LLC | 22,541 | $0.25M | 0.0% | -11.2% | 0.023% | |
5/14/2024 | Robinson Capital Management LLC | 605,035 | $6.49M | 2.3% | +12.8% | 0.630% | |
5/14/2024 | Karpus Management Inc. | 3,720,874 | $40.97M | 1.2% | -1.4% | 3.874% | |
5/2/2024 | Choreo LLC | 38,873 | $0.43M | 0.0% | N/A | 0.040% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 354,751 | $3.91M | 0.2% | -17.3% | 0.369% | |
4/16/2024 | Cypress Wealth Services LLC | 23,500 | $0.26M | 0.1% | N/A | 0.024% | |
4/11/2024 | Sanders Morris Harris LLC | 10,000 | $0.11M | 0.0% | N/A | 0.010% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 13,663 | $0.15M | 0.0% | -27.4% | 0.014% | |
2/29/2024 | Tortoise Investment Management LLC | 35,611 | $0.40M | 0.1% | +12.9% | 0.037% | |
2/26/2024 | Centaurus Financial Inc. | 9,457 | $0.11M | 0.0% | N/A | 0.010% | |
2/22/2024 | Napa Wealth Management | 42,313 | $0.47M | 0.3% | N/A | 0.044% | |
2/14/2024 | LM Advisors LLC | 40,604 | $0.45M | 0.1% | N/A | 0.042% | |
2/14/2024 | Vivaldi Capital Management LP | 27,668 | $0.31M | 0.1% | -4.5% | 0.029% | |
2/13/2024 | Karpus Management Inc. | 3,773,789 | $42M | 1.3% | +6.6% | 3.929% | |
2/12/2024 | Weiss Asset Management LP | 14,993 | $0.17M | 0.0% | N/A | 0.016% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 23,154 | $0.26M | 0.0% | -9.6% | 0.024% | |
2/9/2024 | Wells Fargo & Company MN | 667,335 | $7.43M | 0.0% | +20.7% | 0.695% | |
2/8/2024 | Robinson Capital Management LLC | 536,459 | $5.99M | 2.1% | +87.7% | 0.559% | |
2/8/2024 | Tortoise Investment Management LLC | 35,611 | $0.40M | 0.1% | +12.9% | 0.037% | |
2/8/2024 | Beacon Pointe Advisors LLC | 41,604 | $0.46M | 0.0% | N/A | 0.043% | |
2/7/2024 | Strategic Advocates LLC | 22,621 | $0.25M | 0.1% | -11.8% | 0.024% | |
2/6/2024 | Spire Wealth Management | 4,684 | $51K | 0.0% | N/A | 0.005% | |
2/6/2024 | RB Capital Management LLC | 29,215 | $0.33M | 0.1% | -15.7% | 0.030% | |
2/2/2024 | Mackay Shields LLC | 40,376 | $0.45M | 0.0% | N/A | 0.042% | |
2/2/2024 | Atria Wealth Solutions Inc. | 123,336 | $1.37M | 0.0% | +20.1% | 0.128% | |
1/31/2024 | Western Wealth Management LLC | 92,637 | $1.03M | 0.1% | -10.4% | 0.096% | |
1/24/2024 | Stratos Wealth Partners LTD. | 58,696 | $0.65M | 0.0% | -11.2% | 0.061% | |
1/24/2024 | Tempus Wealth Planning LLC | 23,657 | $0.26M | 0.1% | +47.3% | 0.025% | |
1/18/2024 | Ritholtz Wealth Management | 21,525 | $0.24M | 0.0% | -6.5% | 0.022% | |
1/16/2024 | Raymond James & Associates | 19,202 | $0.21M | 0.0% | -5.5% | 0.020% | |
1/11/2024 | Diligent Investors LLC | 192,271 | $2.14M | 0.6% | -13.6% | 0.200% | |
1/8/2024 | Channel Wealth LLC | 58,038 | $0.65M | 0.3% | -19.7% | 0.060% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 18,822 | $0.18M | 0.0% | -26.2% | 0.020% | |
11/24/2023 | EP Wealth Advisors LLC | 12,859 | $0.12M | 0.0% | +28.6% | 0.013% | |
11/21/2023 | Almitas Capital LLC | 59,661 | $0.57M | 0.3% | N/A | 0.062% | |
11/15/2023 | Advisors Asset Management Inc. | 438,977 | $4.20M | 0.1% | +3.9% | 0.457% | |
11/14/2023 | AQR Arbitrage LLC | 508,322 | $4.86M | 0.2% | +102.2% | 0.529% | |
11/14/2023 | Saba Capital Management L.P. | 3,874,186 | $37.04M | 0.9% | +93.2% | 4.034% | |
11/13/2023 | Hollencrest Capital Management | 1,368,009 | $13.08M | 1.5% | -0.2% | 1.424% | |
11/9/2023 | Karpus Management Inc. | 3,541,791 | $33.86M | 1.1% | +17.6% | 3.688% | |
11/9/2023 | UBS Group AG | 474,924 | $4.54M | 0.0% | -16.4% | 0.495% | |
11/8/2023 | Fort Point Capital Partners LLC | 35,902 | $0.34M | 0.1% | +110.2% | 0.037% | |
11/8/2023 | Atria Wealth Solutions Inc. | 102,665 | $0.99M | 0.0% | -4.3% | 0.107% | |
11/8/2023 | Landscape Capital Management L.L.C. | 43,855 | $0.42M | 0.1% | -29.4% | 0.046% | |
11/6/2023 | Diligent Investors LLC | 222,510 | $2.13M | 0.6% | -1.9% | 0.232% | |
11/2/2023 | JFS Wealth Advisors LLC | 40,000 | $0.38M | 0.0% | -20.0% | 0.042% | |
10/31/2023 | Allworth Financial LP | 5,483 | $52K | 0.0% | -53.7% | 0.006% | |
10/30/2023 | Perigon Wealth Management LLC | 20,723 | $0.20M | 0.0% | -47.8% | 0.022% | |
10/30/2023 | Beach Point Capital Management LP | 395,036 | $3.78M | 2.2% | +23.9% | 0.411% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 428,791 | $4.10M | 0.2% | -18.4% | 0.446% | |
10/24/2023 | Channel Wealth LLC | 72,300 | $0.69M | 0.4% | -17.2% | 0.075% | |
10/24/2023 | Raymond James & Associates | 20,313 | $0.19M | 0.0% | -38.1% | 0.021% | |
10/24/2023 | Dakota Wealth Management | 166,402 | $1.59M | 0.1% | +0.7% | 0.173% | |
10/23/2023 | Litman Gregory Wealth Management LLC | 17,600 | $0.17M | 0.0% | N/A | 0.018% | |
10/23/2023 | Commonwealth Equity Services LLC | 61,504 | $0.59M | 0.0% | -7.9% | 0.064% | |
10/13/2023 | Ritholtz Wealth Management | 23,029 | $0.22M | 0.0% | N/A | 0.024% | |
8/23/2023 | CTC Alternative Strategies Ltd. | 10,723 | $0.12M | 0.1% | N/A | 0.011% | |
8/15/2023 | Rivernorth Capital Management LLC | 2,685,487 | $29.14M | 1.5% | +24.0% | 2.796% | |
8/14/2023 | Fort Point Capital Partners LLC | 17,082 | $0.19M | 0.0% | N/A | 0.018% | |
8/11/2023 | Karpus Management Inc. | 3,012,502 | $32.69M | 1.0% | +24.6% | 3.137% | |
8/11/2023 | Landscape Capital Management L.L.C. | 62,091 | $0.67M | 0.1% | +13.2% | 0.065% | |
8/11/2023 | Guggenheim Capital LLC | 512,020 | $5.56M | 0.0% | -6.1% | 0.533% | |
8/11/2023 | Penserra Capital Management LLC | 235,043 | $2.55M | 0.1% | +6.6% | 0.245% | |
8/10/2023 | Beach Point Capital Management LP | 318,949 | $3.46M | 1.4% | N/A | 0.332% | |
8/10/2023 | Cetera Investment Advisers | 91,910 | $1M | 0.0% | +1.3% | 0.096% | |
8/9/2023 | Coastal Investment Advisors Inc. | 13,652 | $0.15M | 0.0% | -18.0% | 0.014% | |
8/8/2023 | RB Capital Management LLC | 34,931 | $0.38M | 0.1% | -23.1% | 0.036% | |
8/7/2023 | JFS Wealth Advisors LLC | 50,000 | $0.54M | 0.0% | -50.0% | 0.052% | |
8/7/2023 | Wolverine Asset Management LLC | 59,739 | $0.65M | 0.0% | +40.3% | 0.062% | |