12/3/2024 | Rivernorth Capital Management LLC | 2,569,786 | $33.69M | 1.6% | -17.7% | 3.516% | |
11/25/2024 | Sanctuary Advisors LLC | 45,957 | $0.57M | 0.0% | -7.0% | 0.063% | |
11/15/2024 | Stifel Financial Corp | 14,228 | $0.19M | 0.0% | N/A | 0.019% | |
11/15/2024 | Rivernorth Capital Management LLC | 2,569,786 | $33.69M | 1.7% | -17.7% | 3.516% | |
11/15/2024 | HighTower Advisors LLC | 118,024 | $1.55M | 0.0% | +6.2% | 0.161% | |
11/14/2024 | Rockefeller Capital Management L.P. | 185,430 | $2.43M | 0.0% | +10.5% | 0.254% | |
11/12/2024 | Larson Financial Group LLC | 9,135 | $0.12M | 0.0% | +226.3% | 0.013% | |
11/1/2024 | Primoris Wealth Advisors LLC | 40,500 | $0.53M | 0.4% | +107.7% | 0.055% | |
11/1/2024 | Fiera Capital Corp | 427,260 | $5.60M | 0.0% | -1.8% | 0.585% | |
10/29/2024 | Van ECK Associates Corp | 405,145 | $5.13M | 0.0% | -3.2% | 0.554% | |
10/29/2024 | Janney Montgomery Scott LLC | 147,921 | $1.94M | 0.0% | +13.4% | 0.202% | |
10/29/2024 | Clear Creek Financial Management LLC | 15,143 | $0.20M | 0.0% | +20.7% | 0.021% | |
10/25/2024 | JFS Wealth Advisors LLC | 127,714 | $1.67M | 0.1% | -36.8% | 0.175% | |
10/25/2024 | Pathway Financial Advisers LLC | 298,178 | $3.91M | 0.0% | +7,424.0% | 0.408% | |
10/25/2024 | Mutual Advisors LLC | 131,452 | $1.64M | 0.0% | -1.3% | 0.180% | |
10/24/2024 | Pathway Financial Advisers LLC | 298,178 | $3.91M | 0.0% | +7,424.0% | 0.408% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 692,268 | $9.08M | 0.4% | +41.8% | 0.947% | |
10/16/2024 | Indiana Trust & Investment Management Co | 109,949 | $1.44M | 0.5% | -26.9% | 0.150% | |
10/7/2024 | WealthBridge Capital Management LLC | 42,265 | $0.55M | 0.2% | +7.6% | 0.058% | |
9/5/2024 | Sanctuary Advisors LLC | 49,394 | $0.58M | 0.0% | N/A | 0.068% | |
8/21/2024 | Truist Financial Corp | 28,189 | $0.35M | 0.0% | -39.2% | 0.039% | |
8/14/2024 | Bank of Montreal Can | 28,360 | $0.37M | 0.0% | -34.0% | 0.039% | |
8/8/2024 | Luken Investment Analytics LLC | 3,948 | $48K | 0.0% | N/A | 0.005% | |
8/2/2024 | Larson Financial Group LLC | 2,800 | $34K | 0.0% | N/A | 0.004% | |
8/2/2024 | Simon Quick Advisors LLC | 13,206 | $0.16M | 0.0% | -34.0% | 0.018% | |
8/1/2024 | Fiera Capital Corp | 435,109 | $5.34M | 0.0% | -32.0% | 0.595% | |
8/1/2024 | Primoris Wealth Advisors LLC | 19,500 | $0.24M | 0.2% | +56.0% | 0.027% | |
7/31/2024 | Van ECK Associates Corp | 418,472 | $5.14M | 0.0% | -4.4% | 0.573% | |
7/31/2024 | Commonwealth Equity Services LLC | 73,737 | $0.91M | 0.0% | +20.5% | 0.101% | |
7/31/2024 | Concurrent Investment Advisors LLC | 27,443 | $0.34M | 0.0% | -6.3% | 0.038% | |
7/31/2024 | Rothschild Investment LLC | 30,774 | $0.38M | 0.0% | N/A | 0.042% | |
7/26/2024 | Bank of New York Mellon Corp | 61,144 | $0.75M | 0.0% | +4.7% | 0.084% | |
7/25/2024 | Clear Creek Financial Management LLC | 12,543 | $0.15M | 0.0% | N/A | 0.017% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 488,189 | $6M | 0.3% | -4.7% | 0.668% | |
7/19/2024 | Raymond James & Associates | 168,336 | $2.07M | 0.0% | -2.7% | 0.230% | |
7/18/2024 | TruNorth Capital Management LLC | 2,100 | $26K | 0.0% | N/A | 0.003% | |
7/15/2024 | Melfa Wealth Management Inc. | 195,727 | $2.40M | 1.7% | -1.9% | 0.268% | |
7/12/2024 | Capital Investment Advisors LLC | 19,240 | $0.24M | 0.0% | -6.3% | 0.026% | |
7/10/2024 | Indiana Trust & Investment Management CO | 150,454 | $1.85M | 0.7% | -9.1% | 0.206% | |
5/29/2024 | Pathway Financial Advisers LLC | 3,922 | $48K | 0.0% | N/A | 0.005% | |
5/24/2024 | Cetera Advisors LLC | 12,910 | $0.16M | 0.0% | -25.8% | 0.018% | |
5/14/2024 | Advisors Asset Management Inc. | 280,012 | $3.43M | 0.1% | +31.1% | 0.383% | |
5/14/2024 | Robinson Capital Management LLC | 31,366 | $0.37M | 0.1% | -95.9% | 0.043% | |
5/7/2024 | Primoris Wealth Advisors LLC | 12,500 | $0.15M | 0.1% | +25.0% | 0.017% | |
5/2/2024 | Mutual Advisors LLC | 144,228 | $1.77M | 0.1% | +3.8% | 0.197% | |
5/1/2024 | Janney Montgomery Scott LLC | 132,872 | $1.63M | 0.0% | +1.3% | 0.182% | |
4/30/2024 | Van ECK Associates Corp | 437,708 | $5.36M | 0.0% | -15.3% | 0.599% | |
4/30/2024 | WealthBridge Capital Management LLC | 29,065 | $0.36M | 0.1% | +54.9% | 0.040% | |
4/29/2024 | RWA Wealth Partners LLC | 49,628 | $0.61M | 0.0% | N/A | 0.068% | |
4/26/2024 | UMB Bank n.a. | 2,751 | $34K | 0.0% | -27.6% | 0.004% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 120,403 | $1.48M | 0.0% | +32.5% | 0.165% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 512,353 | $6.28M | 0.3% | -0.6% | 0.701% | |
4/16/2024 | Indiana Trust & Investment Management CO | 165,454 | $2.03M | 0.8% | -5.7% | 0.226% | |
4/4/2024 | Moody National Bank Trust Division | 11,903 | $0.15M | 0.0% | -27.6% | 0.016% | |
3/27/2024 | Nomura Holdings Inc. | 10,550 | $0.13M | 0.0% | N/A | 0.014% | |
3/8/2024 | ICA Group Wealth Management LLC | 4,400 | $54K | 0.0% | N/A | 0.006% | |
2/26/2024 | Virtu Financial LLC | 14,946 | $0.18M | 0.0% | N/A | 0.020% | |
2/14/2024 | Vivaldi Capital Management LP | 144,594 | $1.76M | 0.5% | -35.7% | 0.198% | |
2/13/2024 | Cornerstone Advisory LLC | 890,576 | $10.86M | 1.7% | +51.3% | 1.219% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 54,835 | $0.67M | 0.0% | +18.4% | 0.075% | |
2/9/2024 | Journey Strategic Wealth LLC | 16,846 | $0.21M | 0.0% | -61.6% | 0.023% | |
2/9/2024 | Wells Fargo & Company MN | 749,958 | $9.14M | 0.0% | +21.8% | 1.026% | |
2/9/2024 | UBS Group AG | 1,090,800 | $13.30M | 0.0% | -9.9% | 1.493% | |
2/8/2024 | Robinson Capital Management LLC | 769,871 | $9.49M | 3.4% | +28.1% | 1.053% | |
2/8/2024 | Fiera Capital Corp | 859,502 | $10.48M | 0.0% | +8.3% | 1.176% | |
2/8/2024 | Janney Montgomery Scott LLC | 131,111 | $1.60M | 0.0% | -11.5% | 0.179% | |
2/7/2024 | Principal Securities Inc. | 21,763 | $0.27M | 0.0% | N/A | 0.030% | |
2/6/2024 | Private Advisor Group LLC | 12,837 | $0.16M | 0.0% | +8.5% | 0.018% | |
2/6/2024 | Summit Trail Advisors LLC | 29,670 | $0.35M | 0.0% | N/A | 0.041% | |
2/6/2024 | Spire Wealth Management | 14,461 | $0.17M | 0.0% | +164.8% | 0.020% | |
2/5/2024 | Van ECK Associates Corp | 516,565 | $6.30M | 0.0% | +8.5% | 0.707% | |
2/2/2024 | Truist Financial Corp | 58,203 | $0.71M | 0.0% | -20.4% | 0.080% | |
2/2/2024 | Alesco Advisors LLC | 12,387 | $0.15M | 0.0% | N/A | 0.017% | |
1/31/2024 | Wheelhouse Advisory Group LLC | 14,100 | $0.17M | 0.2% | N/A | 0.019% | |
1/30/2024 | Tyche Wealth Partners LLC | 16,729 | $0.20M | 0.0% | N/A | 0.023% | |
1/25/2024 | International Assets Investment Management LLC | 10,362 | $1.26M | 0.0% | N/A | 0.014% | |
1/24/2024 | Stratos Wealth Partners LTD. | 15,100 | $0.18M | 0.0% | N/A | 0.021% | |
1/24/2024 | International Assets Investment Management LLC | 10,362 | $1.26M | 0.0% | N/A | 0.014% | |
1/24/2024 | Private Trust Co. NA | 4,521 | $55K | 0.0% | N/A | 0.006% | |
1/22/2024 | Regatta Capital Group LLC | 43,750 | $0.53M | 0.1% | -2.2% | 0.060% | |
1/16/2024 | Simon Quick Advisors LLC | 18,662 | $0.23M | 0.0% | +7.2% | 0.026% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 90,872 | $1.11M | 0.0% | +36.7% | 0.124% | |
1/16/2024 | Raymond James & Associates | 156,590 | $1.91M | 0.0% | +3.2% | 0.214% | |
1/11/2024 | Moody National Bank Trust Division | 16,439 | $0.20M | 0.0% | +9.9% | 0.022% | |
1/11/2024 | OneAscent Financial Services LLC | 13,895 | $0.17M | 0.0% | N/A | 0.019% | |
1/5/2024 | Capital Investment Advisors LLC | 21,070 | $0.26M | 0.0% | -6.6% | 0.029% | |
1/2/2024 | Anchor Investment Management LLC | 5,981 | $73K | 0.0% | N/A | 0.008% | |
11/15/2023 | Advisors Asset Management Inc. | 227,082 | $2.32M | 0.1% | +21.3% | 0.311% | |
11/14/2023 | AQR Arbitrage LLC | 421,374 | $4.31M | 0.2% | +99.6% | 0.577% | |
11/14/2023 | Robinson Capital Management LLC | 601,187 | $6.25M | 2.8% | +7.8% | 0.823% | |
11/14/2023 | Mutual Advisors LLC | 139,786 | $1.43M | 0.1% | -1.1% | 0.191% | |
11/13/2023 | Ranch Capital Advisors Inc. | 14,395 | $0.15M | 0.1% | -36.3% | 0.020% | |
11/13/2023 | Bramshill Investments LLC | 7,454 | $76K | 0.0% | -61.5% | 0.010% | |
11/13/2023 | Wolverine Asset Management LLC | 7,298 | $75K | 0.0% | N/A | 0.010% | |
11/13/2023 | PNC Financial Services Group Inc. | 19,986 | $0.20M | 0.0% | -18.4% | 0.027% | |
11/9/2023 | Fiera Capital Corp | 793,350 | $8.12M | 0.0% | +2.3% | 1.086% | |
11/9/2023 | UBS Group AG | 1,210,998 | $12.39M | 0.0% | -4.6% | 1.657% | |
11/8/2023 | HighTower Advisors LLC | 92,207 | $0.94M | 0.0% | -1.1% | 0.126% | |
11/8/2023 | Van ECK Associates Corp | 475,927 | $4.87M | 0.0% | -3.0% | 0.651% | |
11/8/2023 | Janney Montgomery Scott LLC | 148,123 | $1.52M | 0.0% | -17.3% | 0.203% | |