10/10/2024 | Valeo Financial Advisors LLC | 39,641 | $706K | 0.0% | -3.9% | 0.049% | |
8/26/2024 | Founders Financial Alliance LLC | 48,400 | $777K | 0.2% | +8.4% | 0.060% | |
8/16/2024 | Creative Planning | 62,459 | $1.00M | 0.0% | +46.4% | 0.078% | |
8/14/2024 | DRW Securities LLC | 55,956 | $898K | 0.0% | N/A | 0.070% | |
8/12/2024 | O Brien Greene & Co. Inc | 29,200 | $469K | 0.1% | -52.7% | 0.036% | |
8/7/2024 | Wedbush Securities Inc. | 10,550 | $169K | 0.0% | N/A | 0.013% | |
8/2/2024 | Wasserstein Debt Opportunities Management L.P. | 6,891,314 | $110.61M | 100.0% | +2.9% | 8.572% | |
7/29/2024 | FAS Wealth Partners Inc. | 54,126 | $869K | 0.1% | +4.5% | 0.067% | |
7/19/2024 | Raymond James & Associates | 572,057 | $9.18M | 0.0% | +13.4% | 0.712% | |
7/17/2024 | ARS Investment Partners LLC | 31,500 | $506K | 0.0% | +16.7% | 0.039% | |
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7/15/2024 | Sapient Capital LLC | 11,501 | $185K | 0.0% | +9.5% | 0.014% | |
7/10/2024 | Adams Asset Advisors LLC | 5,251,160 | $84.28M | 11.0% | -3.7% | 6.532% | |
5/7/2024 | Deuterium Capital Management LLC | 10,703 | $159K | 0.3% | N/A | 0.013% | |
5/3/2024 | GSA Capital Partners LLP | 33,204 | $493K | 0.0% | N/A | 0.041% | |
4/30/2024 | J.W. Cole Advisors Inc. | 20,600 | $306K | 0.0% | +4.3% | 0.026% | |
4/30/2024 | Mcintyre Freedman & Flynn Investment Advisers Inc. | 11,500 | $171K | 0.1% | N/A | 0.014% | |
4/29/2024 | FAS Wealth Partners Inc. | 51,818 | $770K | 0.1% | -5.6% | 0.065% | |
4/22/2024 | PFG Investments LLC | 10,411 | $155K | 0.0% | N/A | 0.013% | |
4/22/2024 | Raymond James & Associates | 504,368 | $7.50M | 0.0% | +11.0% | 0.629% | |
4/15/2024 | Future Financial Wealth Managment LLC | 8,000 | $119K | 0.1% | N/A | 0.010% | |
4/9/2024 | Adams Asset Advisors LLC | 5,450,591 | $81.00M | 10.5% | +0.1% | 6.795% | |
3/8/2024 | ICA Group Wealth Management LLC | 6,516 | $116K | 0.0% | N/A | 0.008% | |
2/15/2024 | West Tower Group LLC | 18,549 | $331K | 0.7% | N/A | 0.023% | |
2/15/2024 | Grizzlyrock Capital LLC | 498,532 | $8.91M | 6.7% | N/A | 0.623% | |
2/14/2024 | Wasserstein Debt Opportunities Management L.P. | 6,698,251 | $119.70M | 100.0% | N/A | 8.376% | |
2/9/2024 | Corient Private Wealth LLC | 465,158 | $8.31M | 0.0% | N/A | 0.582% | |
2/8/2024 | ING Groep NV | 95,000 | $1.70M | 0.0% | +31.9% | 0.119% | |
2/8/2024 | Brown Advisory Inc. | 85,613 | $1.53M | 0.0% | +6.2% | 0.107% | |
2/8/2024 | Independent Advisor Alliance | 50,412 | $901K | 0.0% | +11.4% | 0.063% | |
2/7/2024 | Jump Financial LLC | 14,000 | $250K | 0.0% | N/A | 0.018% | |
2/6/2024 | Sheets Smith Wealth Management | 12,202 | $218K | 0.0% | +11.2% | 0.015% | |
2/6/2024 | Sapient Capital LLC | 10,501 | $188K | 0.0% | N/A | 0.013% | |
2/5/2024 | Pekin Hardy Strauss Inc. | 22,750 | $407K | 0.1% | N/A | 0.028% | |
2/2/2024 | O Brien Greene & Co. Inc | 50,000 | $894K | 0.3% | +4.2% | 0.063% | |
2/2/2024 | Atria Wealth Solutions Inc. | 27,000 | $482K | 0.0% | -25.0% | 0.034% | |
2/1/2024 | Gimbal Financial | 27,045 | $483K | 0.5% | N/A | 0.034% | |
1/31/2024 | J.W. Cole Advisors Inc. | 19,750 | $353K | 0.0% | +23.4% | 0.025% | |
1/26/2024 | Cerity Partners LLC | 22,000 | $393K | 0.0% | N/A | 0.028% | |
1/23/2024 | FAS Wealth Partners Inc. | 54,868 | $980K | 0.1% | +36.8% | 0.069% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 29,131 | $521K | 0.0% | +46.9% | 0.036% | |
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1/16/2024 | Raymond James & Associates | 454,360 | $8.12M | 0.0% | +39.5% | 0.568% | |
1/12/2024 | Adams Asset Advisors LLC | 5,446,477 | $97.33M | 13.1% | +0.1% | 6.811% | |
1/12/2024 | Advisor Resource Council | 12,060 | $216K | 0.0% | N/A | 0.015% | |
11/8/2023 | O Brien Greene & Co. Inc | 48,000 | $917K | 0.3% | N/A | 0.060% | |
11/8/2023 | HighTower Advisors LLC | 21,566 | $412K | 0.0% | -22.0% | 0.027% | |
11/8/2023 | Atria Wealth Solutions Inc. | 36,000 | $688K | 0.0% | +2.9% | 0.045% | |
11/7/2023 | Barclays PLC | 200,870 | $3.84M | 0.0% | +38.1% | 0.251% | |
11/6/2023 | F M Investments LLC | 549,655 | $10.50M | 7.8% | -3.8% | 0.687% | |
10/30/2023 | Barnett & Company Inc. | 285,682 | $5.46M | 4.3% | -0.9% | 0.357% | |
10/24/2023 | J.W. Cole Advisors Inc. | 16,000 | $306K | 0.0% | -5.9% | 0.020% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 19,831 | $379K | 0.0% | +34.6% | 0.025% | |
10/24/2023 | Raymond James & Associates | 325,667 | $6.22M | 0.0% | +8.9% | 0.407% | |
10/24/2023 | FinTrust Capital Advisors LLC | 1,400 | $27K | 0.0% | -51.7% | 0.002% | |
10/23/2023 | FAS Wealth Partners Inc. | 40,098 | $766K | 0.1% | N/A | 0.050% | |
10/11/2023 | AE Wealth Management LLC | 14,622 | $279K | 0.0% | N/A | 0.018% | |
9/21/2023 | Barclays PLC | 145,500 | $2.31M | 0.0% | +272.8% | 0.182% | |
8/15/2023 | Bienville Capital Management LLC | 341,101 | $5.41M | 1.8% | -4.2% | 0.427% | |
8/14/2023 | Price Jennifer C. | 571,155 | $9.06M | 3.1% | N/A | 0.714% | |
8/9/2023 | Sheets Smith Wealth Management | 10,600 | $168K | 0.0% | N/A | 0.013% | |
8/3/2023 | Atria Wealth Solutions Inc. | 35,000 | $555K | 0.0% | -10.3% | 0.044% | |
8/3/2023 | Barclays PLC | 145,500 | $2.31M | 0.0% | +272.8% | 0.182% | |
7/31/2023 | LPL Financial LLC | 148,533 | $2.36M | 0.0% | +2.6% | 0.186% | |
7/31/2023 | F M Investments LLC | 571,155 | $9.06M | 6.7% | N/A | 0.714% | |
7/28/2023 | Independent Advisor Alliance | 45,262 | $718K | 0.0% | -2.2% | 0.057% | |
7/27/2023 | J.W. Cole Advisors Inc. | 17,000 | $270K | 0.0% | +5.3% | 0.021% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 14,731 | $234K | 0.0% | +11.3% | 0.018% | |
7/25/2023 | Raymond James & Associates | 299,082 | $4.74M | 0.0% | +0.4% | 0.374% | |
7/11/2023 | ARS Investment Partners LLC | 27,000 | $428K | 0.1% | +31.7% | 0.034% | |
5/16/2023 | Springhouse Capital Management LP | 146,911 | $2.55M | 3.4% | +5.5% | 0.184% | |
5/9/2023 | Column Capital Advisors LLC | 65,638 | $1.14M | 0.2% | +1.0% | 0.082% | |
5/9/2023 | Wedbush Securities Inc. | 13,831 | $240K | 0.0% | -10.4% | 0.017% | |
5/4/2023 | Barclays PLC | 39,030 | $678K | 0.0% | +742.8% | 0.049% | |
4/28/2023 | Ameritas Advisory Services LLC | 4,400 | $76K | 0.0% | -58.5% | 0.006% | |
4/14/2023 | Raymond James & Associates | 297,821 | $5.18M | 0.0% | +13.6% | 0.373% | |
4/5/2023 | ARS Investment Partners LLC | 20,500 | $356K | 0.0% | N/A | 0.026% | |
2/13/2023 | GSA Capital Partners LLP | 14,540 | $245K | 0.0% | -19.2% | 0.018% | |
2/13/2023 | Atria Wealth Solutions Inc. | 39,000 | $658K | 0.0% | +95.0% | 0.049% | |
2/13/2023 | CIBC Private Wealth Group LLC | 12,000 | $203K | 0.0% | N/A | 0.015% | |
2/13/2023 | Knott David M Jr | 4,325,000 | $73.01M | 27.6% | -2.6% | 5.462% | |
2/13/2023 | ING Groep NV | 72,000 | $1.22M | 0.0% | N/A | 0.091% | |
2/10/2023 | Ameritas Advisory Services LLC | 10,600 | $179K | 0.0% | N/A | 0.013% | |
2/9/2023 | HighTower Advisors LLC | 37,987 | $642K | 0.0% | +120.5% | 0.048% | |
2/8/2023 | Raymond James & Associates | 262,132 | $4.43M | 0.0% | -14.6% | 0.331% | |
2/7/2023 | LPL Financial LLC | 96,189 | $1.62M | 0.0% | -31.6% | 0.121% | |
2/7/2023 | Valmark Advisers Inc. | 12,194 | $206K | 0.0% | N/A | 0.015% | |
2/6/2023 | SCP Investment LP | 18,800 | $317K | 0.3% | N/A | 0.024% | |
2/2/2023 | Windsor Group LTD | 419,653 | $7.03M | 1.5% | -0.3% | 0.530% | |
1/26/2023 | Barnett & Company Inc. | 288,182 | $4.87M | 3.7% | -1.2% | 0.364% | |
1/19/2023 | PSI Advisors LLC | 1,500 | $25K | 0.0% | N/A | 0.002% | |
1/18/2023 | Evermore Global Advisors LLC | 801,055 | $13.52M | 51.4% | -27.6% | 1.012% | |
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11/15/2022 | Financial Advocates Investment Management | 13,193 | $169K | 0.0% | N/A | 0.017% | |
11/14/2022 | Bienville Capital Management LLC | 284,602 | $3.65M | 1.4% | +5.6% | 0.360% | |
11/14/2022 | Brown Advisory Inc. | 63,113 | $808K | 0.0% | +13.5% | 0.080% | |
11/10/2022 | Prescott Group Capital Management L.L.C. | 47,385 | $607K | 0.2% | N/A | 0.060% | |
11/7/2022 | Windsor Group LTD | 420,878 | $6.10M | 1.5% | +248.2% | 0.532% | |
11/4/2022 | Independent Advisor Alliance | 40,052 | $513K | 0.0% | +13.7% | 0.051% | |
11/2/2022 | Barnett & Company Inc. | 291,682 | $3.74M | 3.3% | -4.1% | 0.369% | |
10/25/2022 | Raymond James & Associates | 306,832 | $3.93M | 0.0% | -14.0% | 0.388% | |
10/19/2022 | Evermore Global Advisors LLC | 1,106,978 | $14.18M | 33.4% | -33.8% | 1.399% | |
10/12/2022 | Adams Asset Advisors LLC | 5,441,094 | $69.70M | 10.8% | +0.2% | 6.874% | |