8/1/2025 | Motco | 3,600 | $31K | 0.0% | N/A | 0.009% | |
7/31/2025 | Optimum Investment Advisors | 6,000 | $53K | 0.0% | -25.0% | 0.015% | |
7/24/2025 | Mackay Shields LLC | 130,807 | $1.16M | 0.0% | -24.8% | 0.334% | |
7/21/2025 | River Street Advisors LLC | 10,940 | $97K | 0.0% | N/A | 0.028% | |
7/17/2025 | Melfa Wealth Management Inc. | 134,569 | $1.19M | 0.8% | -3.9% | 0.344% | |
7/17/2025 | Capital Investment Advisors LLC | 327,435 | $2.90M | 0.1% | -3.1% | 0.836% | |
7/17/2025 | Camelot Portfolios LLC | 39,284 | $347K | 0.2% | +3.4% | 0.100% | |
7/16/2025 | Dakota Wealth Management | 114,061 | $1.01M | 0.0% | +50.3% | 0.291% | |
5/21/2025 | Indiana Trust & Investment Management Co | 24,028 | $225K | 0.1% | -38.4% | 0.061% | |
5/16/2025 | 1607 Capital Partners LLC | 1,476,480 | $13.85M | 1.1% | +4.8% | 3.769% | |
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5/13/2025 | Kovitz Investment Group Partners LLC | 291,663 | $2.74M | 0.0% | -0.4% | 0.745% | |
5/13/2025 | Sit Investment Associates Inc. | 9,279,098 | $87.04M | 2.0% | +3.4% | 23.687% | |
5/12/2025 | Nuveen LLC | 79,026 | $741K | 0.0% | N/A | 0.202% | |
5/12/2025 | Invesco Ltd. | 24,999 | $234K | 0.0% | +5.3% | 0.064% | |
5/8/2025 | XTX Topco Ltd | 14,245 | $134K | 0.0% | N/A | 0.036% | |
5/7/2025 | Graham Capital Wealth Management LLC | 43,697 | $410K | 0.5% | N/A | 0.112% | |
5/2/2025 | Melfa Wealth Management Inc. | 140,069 | $1.31M | 0.9% | -5.4% | 0.358% | |
5/2/2025 | Dakota Wealth Management | 75,913 | $712K | 0.0% | +105.7% | 0.194% | |
4/29/2025 | Envestnet Asset Management Inc. | 141,831 | $1.33M | 0.0% | +14.2% | 0.362% | |
4/15/2025 | Noble Wealth Management PBC | 60,000 | $563K | 0.4% | -20.2% | 0.153% | |
4/15/2025 | CX Institutional | 11,400 | $107K | 0.0% | N/A | 0.029% | |
4/14/2025 | Park Avenue Securities LLC | 126,933 | $1.19M | 0.0% | +11.7% | 0.324% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 556,423 | $5.22M | 0.2% | -2.4% | 1.420% | |
4/9/2025 | Integrated Capital Management Inc. | 25,937 | $243K | 0.2% | +9.4% | 0.066% | |
4/8/2025 | Rothschild Investment LLC | 56,917 | $534K | 0.0% | -36.0% | 0.145% | |
2/18/2025 | Elequin Capital LP | 7,143 | $68K | 0.0% | N/A | 0.018% | |
2/17/2025 | Bulldog Investors LLP | 454,618 | $4.30M | 1.2% | +97.5% | 1.161% | |
2/17/2025 | Bank of America Corp DE | 209,373 | $1.98M | 0.0% | -3.0% | 0.535% | |
2/14/2025 | Navigoe LLC | 6,727 | $63K | 0.1% | N/A | 0.017% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 292,821 | $2.77M | 0.0% | +83.0% | 0.748% | |
2/14/2025 | Stifel Financial Corp | 47,560 | $449K | 0.0% | -6.4% | 0.121% | |
2/13/2025 | 1607 Capital Partners LLC | 1,409,479 | $13.32M | 1.1% | +5.4% | 3.598% | |
2/13/2025 | Guggenheim Capital LLC | 23,675 | $224K | 0.0% | N/A | 0.060% | |
2/13/2025 | Mariner LLC | 10,840 | $102K | 0.0% | N/A | 0.028% | |
2/13/2025 | Rockefeller Capital Management L.P. | 35,402 | $335K | 0.0% | -47.5% | 0.090% | |
2/13/2025 | Raymond James Financial Inc. | 195,147 | $1.84M | 0.0% | N/A | 0.498% | |
2/13/2025 | Wellspring Financial Advisors LLC | 28,092 | $265K | 0.0% | -9.9% | 0.072% | |
2/13/2025 | Envestnet Asset Management Inc. | 124,226 | $1.17M | 0.0% | +8.4% | 0.317% | |
2/13/2025 | Sit Investment Associates Inc. | 8,977,294 | $84.84M | 1.9% | +5.2% | 22.919% | |
2/13/2025 | Wells Fargo & Company MN | 252,711 | $2.39M | 0.0% | -6.9% | 0.645% | |
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2/12/2025 | StoneX Group Inc. | 74,085 | $700K | 0.0% | N/A | 0.189% | |
2/12/2025 | Orion Portfolio Solutions LLC | 39,737 | $376K | 0.0% | N/A | 0.101% | |
2/11/2025 | Optimum Investment Advisors | 8,000 | $76K | 0.0% | N/A | 0.020% | |
2/10/2025 | Axxcess Wealth Management LLC | 22,500 | $213K | 0.0% | N/A | 0.057% | |
2/10/2025 | Commonwealth Equity Services LLC | 12,735 | $120K | 0.0% | -36.1% | 0.033% | |
2/6/2025 | Raymond James Financial Inc. | 195,147 | $1.84M | 0.0% | N/A | 0.498% | |
2/5/2025 | Noble Wealth Management PBC | 75,175 | $710K | 0.5% | N/A | 0.192% | |
2/4/2025 | Mackay Shields LLC | 173,963 | $1.64M | 0.0% | -1.2% | 0.444% | |
2/3/2025 | Camelot Portfolios LLC | 29,025 | $274K | 0.3% | -19.7% | 0.074% | |
1/29/2025 | Van ECK Associates Corp | 201,256 | $1.90M | 0.0% | -10.7% | 0.514% | |
1/29/2025 | Indiana Trust & Investment Management Co | 38,980 | $368K | 0.1% | -21.1% | 0.100% | |
1/17/2025 | Avior Wealth Management LLC | 8,340 | $79K | 0.0% | -45.0% | 0.021% | |
1/17/2025 | Melfa Wealth Management Inc. | 148,069 | $1.40M | 0.9% | -8.1% | 0.378% | |
1/17/2025 | Transform Wealth LLC | 57,714 | $546K | 0.0% | N/A | 0.147% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 570,351 | $5.39M | 0.2% | +17.6% | 1.456% | |
1/14/2025 | Park Avenue Securities LLC | 113,646 | $1.07M | 0.0% | +10.6% | 0.290% | |
1/14/2025 | Integrated Capital Management Inc. | 23,715 | $224K | 0.2% | +17.0% | 0.061% | |
1/13/2025 | Capital Investment Advisors LLC | 339,048 | $3.20M | 0.1% | -1.5% | 0.866% | |
12/3/2024 | Rivernorth Capital Management LLC | 802,738 | $8.00M | 0.4% | -35.8% | 2.049% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 160,008 | $1.60M | 0.0% | N/A | 0.408% | |
11/15/2024 | Rivernorth Capital Management LLC | 802,738 | $8.00M | 0.4% | -35.8% | 2.049% | |
11/15/2024 | HighTower Advisors LLC | 13,651 | $135K | 0.0% | +18.5% | 0.035% | |
11/14/2024 | Rockefeller Capital Management L.P. | 67,378 | $672K | 0.0% | -6.9% | 0.172% | |
11/14/2024 | Walleye Capital LLC | 11,418 | $114K | 0.0% | N/A | 0.029% | |
11/8/2024 | Avior Wealth Management LLC | 15,162 | $151K | 0.0% | -31.2% | 0.039% | |
11/7/2024 | Pathstone Holdings LLC | 984,629 | $9.82M | 0.0% | -42.4% | 2.514% | |
10/29/2024 | Van ECK Associates Corp | 225,449 | $2.22M | 0.0% | -0.8% | 0.576% | |
10/28/2024 | US Bancorp DE | 8,053 | $80K | 0.0% | N/A | 0.021% | |
10/23/2024 | Dakota Wealth Management | 35,900 | $358K | 0.0% | +259.0% | 0.092% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 484,836 | $4.83M | 0.2% | +28.0% | 1.238% | |
10/18/2024 | Capital Investment Advisors LLC | 344,078 | $3.43M | 0.1% | -1.3% | 0.878% | |
10/16/2024 | Indiana Trust & Investment Management Co | 49,432 | $493K | 0.2% | -38.9% | 0.126% | |
10/3/2024 | Park Avenue Securities LLC | 102,761 | $1.03M | 0.0% | -3.5% | 0.262% | |
8/16/2024 | Almitas Capital LLC | 60,033 | $569K | 0.2% | -87.2% | 0.153% | |
8/15/2024 | Logan Stone Capital LLC | 653,273 | $6.19M | 1.6% | +17.7% | 1.668% | |
8/14/2024 | Whitebox Advisors LLC | 63,001 | $597K | 0.0% | N/A | 0.161% | |
8/9/2024 | City of London Investment Management Co. Ltd. | 412,392 | $3.91M | 0.3% | +3.8% | 1.053% | |
7/31/2024 | Van ECK Associates Corp | 227,182 | $2.15M | 0.0% | -27.6% | 0.580% | |
7/31/2024 | Commonwealth Equity Services LLC | 24,350 | $231K | 0.0% | -6.0% | 0.062% | |
7/31/2024 | Rothschild Investment LLC | 89,575 | $848K | 0.1% | N/A | 0.229% | |
7/27/2024 | HB Wealth Management LLC | 149,900 | $1.42M | 0.0% | N/A | 0.383% | |
7/26/2024 | Bank of New York Mellon Corp | 78,626 | $745K | 0.0% | +2.2% | 0.201% | |
7/22/2024 | Dakota Wealth Management | 10,000 | $95K | 0.0% | N/A | 0.026% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 378,656 | $3.59M | 0.2% | -47.5% | 0.967% | |
7/15/2024 | Melfa Wealth Management Inc. | 161,069 | $1.53M | 1.1% | +2.3% | 0.411% | |
7/12/2024 | Integrated Capital Management Inc. | 20,357 | $193K | 0.2% | +9.7% | 0.052% | |
7/12/2024 | Capital Investment Advisors LLC | 348,582 | $3.30M | 0.1% | -4.2% | 0.890% | |
7/11/2024 | U.S. Capital Wealth Advisors LLC | 66,535 | $630K | 0.0% | -14.4% | 0.170% | |
7/10/2024 | Indiana Trust & Investment Management CO | 80,932 | $766K | 0.3% | -15.6% | 0.207% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 24,902 | $236K | 0.0% | N/A | 0.064% | |
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5/14/2024 | Robinson Capital Management LLC | 318,500 | $2.97M | 1.1% | N/A | 0.813% | |
5/10/2024 | City of London Investment Management Co. Ltd. | 397,265 | $3.59M | 0.3% | +205.8% | 1.014% | |
5/9/2024 | Camelot Portfolios LLC | 16,284 | $147K | 0.1% | -30.9% | 0.042% | |
5/2/2024 | Summit Financial Wealth Advisors LLC | 25,900 | $234K | 0.0% | -11.9% | 0.066% | |
4/30/2024 | Van ECK Associates Corp | 313,707 | $2.83M | 0.0% | +4.8% | 0.801% | |
4/26/2024 | Riverbridge Partners LLC | 84,535 | $763K | 0.0% | -1.9% | 0.216% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 12,877 | $116K | 0.0% | +44.7% | 0.033% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 721,164 | $6.51M | 0.3% | -14.6% | 1.841% | |
4/10/2024 | Park Avenue Securities LLC | 105,976 | $957K | 0.0% | -1.5% | 0.271% | |
3/22/2024 | Livelsberger Financial Advisory | 61,791 | $549K | 0.5% | N/A | 0.158% | |