1/17/2025 | Avior Wealth Management LLC | 3,666 | $28K | 0.0% | -52.3% | 0.000% | |
11/15/2024 | Jane Street Group LLC | 17,127 | $136K | 0.0% | N/A | 0.000% | |
11/15/2024 | IHT Wealth Management LLC | 94,300 | $748K | 0.0% | +96.9% | 0.000% | |
11/15/2024 | Integrated Wealth Concepts LLC | 232,005 | $1.84M | 0.0% | -3.6% | 0.000% | |
11/8/2024 | Avior Wealth Management LLC | 7,687 | $61K | 0.0% | -32.4% | 0.000% | |
11/7/2024 | Pathstone Holdings LLC | 485,609 | $3.85M | 0.0% | -42.2% | 0.000% | |
11/6/2024 | Kovack Advisors Inc. | 38,549 | $306K | 0.0% | +29.3% | 0.000% | |
11/4/2024 | Round Rock Advisors LLC | 13,213 | $105K | 0.0% | -37.4% | 0.000% | |
11/1/2024 | Fiera Capital Corp | 104,888 | $832K | 0.0% | -6.4% | 0.000% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 14,495 | $115K | 0.0% | N/A | 0.000% | |
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10/10/2024 | Valeo Financial Advisors LLC | 30,373 | $241K | 0.0% | +125.0% | 0.000% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 28,888 | $229K | 0.0% | +68.9% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 19,620 | $137K | 0.0% | N/A | 0.000% | |
8/8/2024 | Wealthspire Advisors LLC | 10,060 | $74K | 0.0% | N/A | 0.000% | |
8/6/2024 | Cullen Frost Bankers Inc. | 20,000 | $147K | 0.0% | +66.7% | 0.000% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 198,944 | $1.46M | 0.0% | -62.3% | 0.000% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 17,099 | $126K | 0.0% | +21.8% | 0.000% | |
7/13/2024 | Quad Cities Investment Group LLC | 29,433 | $216K | 0.1% | -17.4% | 0.000% | |
7/10/2024 | Fortitude Family Office LLC | 9,000 | $66K | 0.0% | -35.7% | 0.000% | |
7/10/2024 | Valeo Financial Advisors LLC | 13,500 | $99K | 0.0% | N/A | 0.000% | |
4/26/2024 | MONECO Advisors LLC | 12,214 | $88K | 0.0% | N/A | 0.000% | |
4/24/2024 | Round Rock Advisors LLC | 36,324 | $263K | 0.1% | -17.1% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 527,025 | $3.81M | 0.0% | -59.8% | 0.000% | |
4/16/2024 | Vanguard Capital Wealth Advisors | 12,715 | $92K | 0.1% | -11.5% | 0.000% | |
4/16/2024 | Seed Wealth Management Inc. | 14,500 | $105K | 0.1% | -39.6% | 0.000% | |
4/13/2024 | Quad Cities Investment Group LLC | 35,653 | $258K | 0.2% | -11.0% | 0.000% | |
2/29/2024 | Tortoise Investment Management LLC | 11,920 | $83K | 0.0% | -49.6% | 0.000% | |
2/15/2024 | Bulldog Investors LLP | 175,052 | $1.22M | 0.4% | -37.4% | 0.000% | |
2/6/2024 | Cullen Frost Bankers Inc. | 12,000 | $83K | 0.0% | +50.0% | 0.000% | |
1/30/2024 | Capital Analysts LLC | 75,561 | $525K | 0.0% | -43.3% | 0.000% | |
1/29/2024 | Round Rock Advisors LLC | 43,819 | $305K | 0.1% | -42.3% | 0.000% | |
1/24/2024 | Seed Wealth Management Inc. | 24,026 | $168K | 0.2% | -7.7% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 34,171 | $237K | 0.0% | -14.4% | 0.000% | |
1/16/2024 | Raymond James & Associates | 42,169 | $293K | 0.0% | -24.4% | 0.000% | |
1/16/2024 | Wealthstar Advisors LLC | 75,546 | $525K | 0.1% | +86.2% | 0.000% | |
1/12/2024 | Fortitude Family Office LLC | 14,000 | $97K | 0.1% | N/A | 0.000% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 13,065 | $91K | 0.0% | +14.7% | 0.000% | |
1/9/2024 | Daymark Wealth Partners LLC | 14,050 | $98K | 0.0% | +27.1% | 0.000% | |
11/15/2023 | Integrated Wealth Concepts LLC | 273,112 | $1.77M | 0.0% | -2.8% | 0.000% | |
11/13/2023 | Rathbones Group PLC | 10,000 | $65K | 0.0% | N/A | 0.000% | |
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11/7/2023 | Wealthstar Advisors LLC | 40,567 | $263K | 0.1% | N/A | 0.000% | |
11/1/2023 | Csenge Advisory Group | 11,779 | $76K | 0.0% | -40.5% | 0.000% | |
11/1/2023 | Ironsides Asset Advisors LLC | 11,038 | $72K | 0.0% | N/A | 0.000% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 56,241 | $365K | 0.0% | -5.7% | 0.000% | |
10/26/2023 | Park Avenue Securities LLC | 106,539 | $691K | 0.0% | -3.7% | 0.000% | |
10/26/2023 | Advisor Partners II LLC | 295,770 | $1.92M | 0.1% | N/A | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 39,902 | $259K | 0.0% | -7.4% | 0.000% | |
10/16/2023 | Seed Wealth Management Inc. | 26,026 | $169K | 0.2% | -27.8% | 0.000% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 11,386 | $74K | 0.0% | N/A | 0.000% | |
8/10/2023 | Osaic Holdings Inc. | 402,429 | $2.59M | 0.0% | -1.2% | 0.000% | |
8/7/2023 | Wolverine Asset Management LLC | 25,596 | $165K | 0.0% | -65.1% | 0.000% | |
8/7/2023 | Tortoise Investment Management LLC | 31,895 | $205K | 0.0% | +56.5% | 0.000% | |
8/4/2023 | Cullen Frost Bankers Inc. | 8,000 | $52K | 0.0% | +100.0% | 0.000% | |
7/31/2023 | LPL Financial LLC | 235,214 | $1.52M | 0.0% | -1.2% | 0.000% | |
7/31/2023 | Integrated Capital Management Inc. | 20,491 | $132K | 0.1% | -18.8% | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 43,109 | $278K | 0.0% | -30.7% | 0.000% | |
7/20/2023 | Round Rock Advisors LLC | 76,070 | $490K | 0.2% | -15.1% | 0.000% | |
7/20/2023 | Csenge Advisory Group | 19,803 | $128K | 0.0% | +31.7% | 0.000% | |
7/19/2023 | Daymark Wealth Partners LLC | 11,050 | $71K | 0.0% | N/A | 0.000% | |
7/17/2023 | Vanguard Capital Wealth Advisors | 13,511 | $87K | 0.1% | -23.4% | 0.000% | |
7/14/2023 | Park Avenue Securities LLC | 110,606 | $712K | 0.0% | -7.8% | 0.000% | |
7/12/2023 | Quad Cities Investment Group LLC | 40,566 | $261K | 0.2% | -7.6% | 0.000% | |
5/9/2023 | Tortoise Investment Management LLC | 20,379 | $131K | 0.0% | +23.1% | 0.000% | |
5/8/2023 | Wolverine Asset Management LLC | 73,302 | $472K | 0.0% | +69.6% | 0.359% | |
5/5/2023 | Capital Analysts LLC | 197,612 | $1.27M | 0.1% | +46.9% | 0.969% | |
5/3/2023 | Integrated Wealth Concepts LLC | 288,022 | $1.86M | 0.0% | +2.0% | 1.413% | |
5/2/2023 | Round Rock Advisors LLC | 89,607 | $577K | 0.2% | -4.1% | 0.440% | |
5/1/2023 | Csenge Advisory Group | 15,037 | $97K | 0.0% | -9.3% | 0.074% | |
4/26/2023 | Integrated Capital Management Inc. | 25,232 | $135K | 0.1% | +25.9% | 0.124% | |
4/26/2023 | Fiera Capital Corp | 112,468 | $724K | 0.0% | -1.9% | 0.552% | |
4/21/2023 | Vanguard Capital Wealth Advisors | 17,637 | $114K | 0.1% | N/A | 0.086% | |
4/20/2023 | Hennion & Walsh Asset Management Inc. | 116,721 | $752K | 0.0% | -1.4% | 0.573% | |
4/18/2023 | Park Avenue Securities LLC | 119,997 | $773K | 0.0% | -8.4% | 0.589% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 62,251 | $401K | 0.0% | -5.1% | 0.305% | |
4/13/2023 | Allspring Global Investments Holdings LLC | 1,311,270 | $8.45M | 0.0% | +0.5% | 6.431% | |
2/13/2023 | Integrated Wealth Concepts LLC | 282,397 | $1.85M | 0.1% | +0.9% | 1.385% | |
2/10/2023 | Advisor Group Holdings Inc. | 376,010 | $2.46M | 0.0% | +4.0% | 1.844% | |
2/9/2023 | Landscape Capital Management L.L.C. | 12,379 | $81K | 0.0% | N/A | 0.061% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 65,575 | $429K | 0.0% | -8.2% | 0.322% | |
2/8/2023 | UBS Group AG | 22,659 | $148K | 0.0% | -16.4% | 0.111% | |
2/8/2023 | Fiera Capital Corp | 114,626 | $750K | 0.0% | +5.7% | 0.562% | |
2/3/2023 | Tortoise Investment Management LLC | 16,559 | $108K | 0.0% | +91.5% | 0.081% | |
2/1/2023 | Wolverine Asset Management LLC | 43,208 | $283K | 0.0% | N/A | 0.212% | |
1/31/2023 | Seed Wealth Management Inc. | 36,026 | $236K | 0.3% | N/A | 0.177% | |
1/24/2023 | National Bank of Canada FI | 6,100 | $40K | 0.0% | -47.4% | 0.030% | |
1/23/2023 | Allspring Global Investments Holdings LLC | 1,304,421 | $8.53M | 0.0% | +19.3% | 6.398% | |
1/19/2023 | Round Rock Advisors LLC | 93,470 | $611K | 0.3% | -11.5% | 0.458% | |
1/17/2023 | Integrated Capital Management Inc. | 20,041 | $131K | 0.1% | -7.2% | 0.098% | |
1/12/2023 | Hennion & Walsh Asset Management Inc. | 118,377 | $774K | 0.0% | -2.0% | 0.581% | |
11/16/2022 | Saba Capital Management L.P. | 1,135,647 | $7.00M | 0.1% | -1.2% | 5.570% | |
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11/15/2022 | Bulldog Investors LLP | 484,178 | $2.98M | 0.9% | +48.4% | 2.375% | |
11/14/2022 | Boothbay Fund Management LLC | 157,860 | $972K | 0.0% | N/A | 0.774% | |
11/14/2022 | Hennion & Walsh Asset Management Inc. | 120,764 | $744K | 0.0% | -1.5% | 0.592% | |
11/4/2022 | Tortoise Investment Management LLC | 8,645 | $53K | 0.0% | +30.1% | 0.042% | |
11/3/2022 | WESCAP Management Group Inc. | 23,668 | $145K | 0.1% | -47.1% | 0.116% | |
11/1/2022 | Park Avenue Securities LLC | 131,778 | $812K | 0.0% | +5.0% | 0.646% | |
10/26/2022 | Allspring Global Investments Holdings LLC | 1,093,331 | $6.73M | 0.0% | +0.2% | 5.363% | |
10/25/2022 | Hightower 6M Holding LLC | 21,279 | $131K | 0.0% | -21.6% | 0.104% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 71,401 | $440K | 0.0% | -26.3% | 0.350% | |
10/20/2022 | Round Rock Advisors LLC | 105,621 | $651K | 0.3% | -7.8% | 0.518% | |