5/30/2024 | Cambridge Trust Co. | 57,010 | $653K | 0.0% | +24.0% | 0.084% | |
5/29/2024 | Pathway Financial Advisers LLC | 20,012 | $229K | 0.1% | N/A | 0.029% | |
5/24/2024 | Cetera Advisors LLC | 16,671 | $191K | 0.0% | N/A | 0.024% | |
5/14/2024 | Advisors Asset Management Inc. | 507,202 | $5.81M | 0.1% | -2.1% | 0.745% | |
5/14/2024 | Robinson Capital Management LLC | 124,521 | $1.36M | 0.5% | -69.7% | 0.183% | |
5/14/2024 | Karpus Management Inc. | 1,121,336 | $12.85M | 0.4% | -57.0% | 1.647% | |
|
5/11/2024 | Catalytic Wealth RIA LLC | 36,798 | $422K | 0.1% | -9.8% | 0.054% | |
5/11/2024 | Ironsides Asset Advisors LLC | 21,247 | $243K | 0.1% | -6.4% | 0.031% | |
5/10/2024 | City of London Investment Management Co. Ltd. | 362,844 | $4.16M | 0.3% | +81.2% | 0.533% | |
5/9/2024 | Camelot Portfolios LLC | 10,834 | $124K | 0.1% | -36.9% | 0.016% | |
4/30/2024 | Van ECK Associates Corp | 417,490 | $4.78M | 0.0% | -14.0% | 0.613% | |
4/30/2024 | Commonwealth Equity Services LLC | 56,698 | $650K | 0.0% | +129.4% | 0.083% | |
4/29/2024 | Crescent Grove Advisors LLC | 58,890 | $677K | 0.1% | N/A | 0.087% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 100,423 | $1.15M | 0.0% | N/A | 0.148% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 200,177 | $2.29M | 0.0% | +2.1% | 0.294% | |
4/22/2024 | Drive Wealth Management LLC | 21,141 | $244K | 0.1% | -16.7% | 0.031% | |
4/22/2024 | Raymond James & Associates | 393,232 | $4.51M | 0.0% | +35.3% | 0.578% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 160,338 | $1.84M | 0.0% | -58.8% | 0.236% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 1,127,590 | $12.92M | 0.7% | -12.1% | 1.657% | |
4/10/2024 | American National Bank | 4,623 | $53K | 0.0% | N/A | 0.007% | |
4/10/2024 | Banque Cantonale Vaudoise | 2,500 | $29K | 0.0% | -37.5% | 0.004% | |
3/27/2024 | Nomura Holdings Inc. | 20,772 | $242K | 0.0% | N/A | 0.031% | |
3/5/2024 | Fisher Asset Management LLC | 16,426 | $191K | 0.0% | N/A | 0.024% | |
2/15/2024 | Cohen & Steers Inc. | 176,757 | $2.06M | 0.0% | -20.0% | 0.260% | |
2/13/2024 | Karpus Management Inc. | 2,606,392 | $30.34M | 0.9% | -6.5% | 3.830% | |
2/13/2024 | Aristides Capital LLC | 17,200 | $200K | 0.1% | N/A | 0.025% | |
2/12/2024 | Catalytic Wealth RIA LLC | 40,775 | $475K | 0.2% | N/A | 0.060% | |
2/12/2024 | Stifel Financial Corp | 428,494 | $4.99M | 0.0% | +245.8% | 0.630% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 35,029 | $408K | 0.0% | -5.6% | 0.051% | |
2/9/2024 | City of London Investment Management Co. Ltd. | 200,198 | $2.33M | 0.2% | +47.0% | 0.294% | |
2/9/2024 | Bard Financial Services Inc. | 95,000 | $1.11M | 0.1% | +533.3% | 0.140% | |
2/9/2024 | Wells Fargo & Company MN | 643,263 | $7.49M | 0.0% | -10.0% | 0.945% | |
2/9/2024 | UBS Group AG | 819,046 | $9.53M | 0.0% | -8.7% | 1.203% | |
2/8/2024 | TrinityPoint Wealth LLC | 125,359 | $1.46M | 0.3% | -24.1% | 0.184% | |
2/8/2024 | Robinson Capital Management LLC | 411,393 | $4.80M | 1.7% | +90.6% | 0.604% | |
2/8/2024 | Sound View Wealth Advisors Group LLC | 14,706 | $171K | 0.0% | -10.4% | 0.022% | |
2/6/2024 | Private Advisor Group LLC | 21,800 | $254K | 0.0% | -29.0% | 0.032% | |
2/6/2024 | Summit Trail Advisors LLC | 27,500 | $320K | 0.0% | N/A | 0.040% | |
2/6/2024 | Fisher Asset Management LLC | 16,426 | $191K | 0.0% | N/A | 0.024% | |
2/5/2024 | Van ECK Associates Corp | 485,279 | $5.65M | 0.0% | +8.7% | 0.713% | |
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2/2/2024 | Alesco Advisors LLC | 14,300 | $166K | 0.0% | N/A | 0.021% | |
2/2/2024 | Atria Wealth Solutions Inc. | 34,050 | $396K | 0.0% | -4.4% | 0.050% | |
1/31/2024 | Cambridge Trust Co. | 45,960 | $535K | 0.0% | +23.5% | 0.068% | |
1/25/2024 | International Assets Investment Management LLC | 42,726 | $497K | 0.0% | +1,073.1% | 0.063% | |
1/24/2024 | GFS Advisors LLC | 40,300 | $469K | 0.1% | -78.5% | 0.059% | |
1/23/2024 | Camelot Portfolios LLC | 17,177 | $200K | 0.1% | +42.4% | 0.025% | |
1/22/2024 | Drive Wealth Management LLC | 25,375 | $295K | 0.1% | +9.5% | 0.037% | |
1/22/2024 | Strategies Wealth Advisors LLC | 24,455 | $285K | 0.0% | N/A | 0.036% | |
1/19/2024 | AdvisorNet Financial Inc | 3,437 | $40K | 0.0% | +123.6% | 0.005% | |
1/18/2024 | Future Financial Wealth Managment LLC | 10,000 | $116K | 0.1% | N/A | 0.015% | |
1/18/2024 | Relyea Zuckerberg Hanson LLC | 12,738 | $148K | 0.0% | N/A | 0.019% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 196,026 | $2.28M | 0.0% | +13.2% | 0.288% | |
1/16/2024 | Raymond James & Associates | 290,634 | $3.38M | 0.0% | -5.9% | 0.427% | |
1/11/2024 | Hennion & Walsh Asset Management Inc. | 1,282,311 | $14.93M | 0.9% | -11.3% | 1.884% | |
1/5/2024 | Capital Investment Advisors LLC | 253,515 | $2.95M | 0.1% | -14.4% | 0.372% | |
1/2/2024 | Anchor Investment Management LLC | 3,275 | $38K | 0.0% | N/A | 0.005% | |
11/15/2023 | Advisors Asset Management Inc. | 542,606 | $5.18M | 0.1% | +8.0% | 0.797% | |
11/14/2023 | AQR Arbitrage LLC | 444,830 | $4.25M | 0.2% | +99.9% | 0.654% | |
11/14/2023 | Robinson Capital Management LLC | 215,827 | $2.07M | 0.9% | +56.7% | 0.317% | |
11/13/2023 | Bramshill Investments LLC | 3,071,403 | $29.33M | 3.4% | +9.9% | 4.513% | |
11/13/2023 | PNC Financial Services Group Inc. | 126,732 | $1.21M | 0.0% | -3.8% | 0.186% | |
11/9/2023 | City of London Investment Management Co. Ltd. | 136,198 | $1.30M | 0.1% | -11.7% | 0.200% | |
11/9/2023 | Karpus Management Inc. | 2,787,439 | $26.62M | 0.9% | -7.9% | 4.096% | |
11/9/2023 | UBS Group AG | 897,206 | $8.57M | 0.0% | -7.3% | 1.318% | |
11/8/2023 | HighTower Advisors LLC | 81,845 | $782K | 0.0% | N/A | 0.120% | |
11/8/2023 | Pathstone Family Office LLC | 22,300 | $213K | 0.0% | N/A | 0.033% | |
11/8/2023 | Van ECK Associates Corp | 446,302 | $4.26M | 0.0% | -2.1% | 0.656% | |
11/8/2023 | Atria Wealth Solutions Inc. | 35,629 | $342K | 0.0% | +4.8% | 0.052% | |
11/8/2023 | Landscape Capital Management L.L.C. | 51,061 | $488K | 0.1% | +22.5% | 0.075% | |
11/8/2023 | NewEdge Wealth LLC | 16,357 | $156K | 0.0% | N/A | 0.024% | |
11/8/2023 | Avantax Advisory Services Inc. | 14,080 | $134K | 0.0% | N/A | 0.021% | |
11/8/2023 | Moors & Cabot Inc. | 21,290 | $203K | 0.0% | -6.6% | 0.031% | |
11/7/2023 | Sound View Wealth Advisors Group LLC | 16,406 | $157K | 0.0% | -8.4% | 0.024% | |
11/6/2023 | Sfmg LLC | 16,526 | $158K | 0.0% | N/A | 0.024% | |
11/3/2023 | MGO One Seven LLC | 12,308 | $118K | 0.0% | -7.8% | 0.018% | |
10/30/2023 | Melfa Wealth Management LLC | 217,958 | $2.08M | 2.1% | -1.7% | 0.320% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 1,446,213 | $13.81M | 0.8% | -7.0% | 2.125% | |
10/26/2023 | Advisor Partners II LLC | 416,526 | $3.98M | 0.2% | N/A | 0.612% | |
10/26/2023 | Cambridge Trust Co. | 37,225 | $355K | 0.0% | +48.9% | 0.055% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 173,177 | $1.65M | 0.0% | -10.3% | 0.254% | |
10/24/2023 | Raymond James & Associates | 308,726 | $2.95M | 0.0% | +2.8% | 0.454% | |
10/24/2023 | Dakota Wealth Management | 24,900 | $238K | 0.0% | -10.8% | 0.037% | |
10/20/2023 | Camelot Portfolios LLC | 12,060 | $115K | 0.1% | -29.6% | 0.018% | |
10/16/2023 | Capital Investment Advisors LLC | 296,071 | $2.83M | 0.1% | +2.0% | 0.435% | |
10/16/2023 | Bard Financial Services Inc. | 15,000 | $143K | 0.0% | +20.0% | 0.022% | |
10/11/2023 | Drive Wealth Management LLC | 23,175 | $222K | 0.1% | -11.5% | 0.034% | |
10/10/2023 | American National Bank | 10,490 | $100K | 0.0% | +290.4% | 0.015% | |
10/4/2023 | International Assets Investment Management LLC | 3,642 | $35K | 0.0% | N/A | 0.005% | |
8/15/2023 | Rivernorth Capital Management LLC | 1,895,892 | $20.74M | 1.0% | -5.9% | 2.786% | |
8/15/2023 | Ironsides Asset Advisors LLC | 26,975 | $294K | 0.1% | +6.2% | 0.040% | |
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8/15/2023 | Cohen & Steers Inc. | 271,898 | $2.98M | 0.0% | +14.1% | 0.399% | |
8/14/2023 | Roberts Glore & Co. Inc. IL | 11,052 | $121K | 0.0% | -35.6% | 0.016% | |
8/11/2023 | Karpus Management Inc. | 3,024,903 | $33.09M | 1.0% | -0.3% | 4.444% | |
8/11/2023 | City of London Investment Management Co. Ltd. | 154,198 | $1.69M | 0.1% | -18.5% | 0.227% | |
8/11/2023 | Landscape Capital Management L.L.C. | 41,676 | $456K | 0.1% | +135.0% | 0.061% | |
8/11/2023 | Fairhaven Wealth Management LLC | 13,314 | $146K | 0.1% | N/A | 0.020% | |
8/11/2023 | Guggenheim Capital LLC | 895,841 | $9.80M | 0.1% | +15.1% | 1.316% | |
8/10/2023 | Hollencrest Capital Management | 37,091 | $406K | 0.0% | -12.3% | 0.054% | |
8/10/2023 | Private Advisor Group LLC | 30,604 | $335K | 0.0% | +15.4% | 0.045% | |
8/10/2023 | Moors & Cabot Inc. | 22,790 | $249K | 0.0% | +7.0% | 0.033% | |