4/14/2025 | Farther Finance Advisors LLC | 35,084 | $380K | 0.0% | +18.9% | 0.037% | |
4/11/2025 | Intellectus Partners LLC | 82,586 | $889K | 0.2% | -6.4% | 0.086% | |
4/10/2025 | Diligent Investors LLC | 168,793 | $1.81M | 0.4% | -0.8% | 0.176% | |
4/10/2025 | Channel Wealth LLC | 82,733 | $886K | 0.3% | +5.1% | 0.086% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 241,397 | $2.59M | 0.1% | -11.9% | 0.251% | |
4/10/2025 | Whipplewood Advisors LLC | 241,863 | $2.59M | 0.8% | +2,106.8% | 0.252% | |
2/26/2025 | LM Advisors LLC | 36,217 | $385K | 0.1% | -10.8% | 0.038% | |
2/18/2025 | Western Wealth Management LLC | 45,733 | $486K | 0.1% | -49.0% | 0.048% | |
2/18/2025 | Elequin Capital LP | 17,965 | $191K | 0.0% | N/A | 0.019% | |
2/17/2025 | Williams Jones Wealth Management LLC. | 22,359 | $238K | 0.0% | +117.6% | 0.023% | |
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2/17/2025 | Saba Capital Management L.P. | 2,304,501 | $24.50M | 0.6% | -0.1% | 2.400% | |
2/17/2025 | Nomura Holdings Inc. | 32,000 | $340K | 0.0% | +189.5% | 0.033% | |
2/17/2025 | Logan Stone Capital LLC | 270,740 | $2.88M | 1.0% | +199.7% | 0.282% | |
2/17/2025 | Diligent Investors LLC | 170,167 | $1.81M | 0.4% | -2.2% | 0.177% | |
2/17/2025 | EP Wealth Advisors LLC | 17,734 | $189K | 0.0% | +37.9% | 0.018% | |
2/17/2025 | Cary Street Partners Financial LLC | 11,000 | $117K | 0.0% | N/A | 0.011% | |
2/17/2025 | Baird Financial Group Inc. | 27,663 | $294K | 0.0% | +34.4% | 0.029% | |
2/17/2025 | Bank of America Corp DE | 1,604,841 | $17.06M | 0.0% | +6.1% | 1.671% | |
2/17/2025 | Alteri Wealth LLC | 65,568 | $697K | 0.2% | N/A | 0.068% | |
2/17/2025 | Almitas Capital LLC | 111,060 | $1.18M | 0.3% | N/A | 0.116% | |
2/14/2025 | Jane Street Group LLC | 34,651 | $368K | 0.0% | N/A | 0.036% | |
2/14/2025 | Two Sigma Securities LLC | 16,013 | $170K | 0.0% | N/A | 0.017% | |
2/13/2025 | Guggenheim Capital LLC | 1,590,482 | $16.91M | 0.1% | +24.5% | 1.656% | |
2/13/2025 | XTX Topco Ltd | 14,842 | $158K | 0.0% | N/A | 0.015% | |
2/13/2025 | Rockefeller Capital Management L.P. | 112,454 | $1.20M | 0.0% | -3.5% | 0.117% | |
2/13/2025 | Raymond James Financial Inc. | 42,762 | $455K | 0.0% | N/A | 0.045% | |
2/13/2025 | Wellspring Financial Advisors LLC | 13,300 | $141K | 0.0% | N/A | 0.014% | |
2/13/2025 | Envestnet Asset Management Inc. | 15,996 | $170K | 0.0% | +26.3% | 0.017% | |
2/13/2025 | Wedbush Securities Inc. | 47,900 | $509K | 0.0% | +19.6% | 0.050% | |
2/13/2025 | Perennial Investment Advisors LLC | 73,211 | $778K | 0.1% | +7.7% | 0.076% | |
2/13/2025 | Sit Investment Associates Inc. | 1,914,224 | $20.35M | 0.5% | -5.7% | 1.993% | |
2/13/2025 | Wells Fargo & Company MN | 748,692 | $7.96M | 0.0% | +4.3% | 0.780% | |
2/12/2025 | Landscape Capital Management L.L.C. | 73,504 | $781K | 0.1% | +12.1% | 0.077% | |
2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 215,693 | $2.29M | 0.7% | -3.6% | 0.225% | |
2/12/2025 | LM Advisors LLC | 36,217 | $385K | 0.1% | -10.8% | 0.038% | |
2/11/2025 | LPL Financial LLC | 158,901 | $1.69M | 0.0% | -23.9% | 0.165% | |
2/10/2025 | Evoke Wealth LLC | 171,503 | $1.82M | 0.1% | +13.2% | 0.179% | |
2/10/2025 | Advisors Asset Management Inc. | 574,270 | $6.10M | 0.1% | +10.7% | 0.598% | |
2/10/2025 | Corient Private Wealth LLC | 21,377 | $227K | 0.0% | +55.5% | 0.022% | |
2/10/2025 | Atala Financial Inc | 251,390 | $2.67M | 1.9% | N/A | 0.262% | |
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2/10/2025 | Hollencrest Capital Management | 205,646 | $2.19M | 0.1% | -77.8% | 0.214% | |
2/7/2025 | Tortoise Investment Management LLC | 24,311 | $258K | 0.0% | -17.5% | 0.025% | |
2/7/2025 | Intellectus Partners LLC | 88,204 | $938K | 0.2% | +6.0% | 0.092% | |
2/7/2025 | PNC Financial Services Group Inc. | 96,220 | $1.02M | 0.0% | +255.3% | 0.100% | |
2/7/2025 | Destination Wealth Management | 57,048 | $606K | 0.0% | +32.5% | 0.059% | |
2/6/2025 | Raymond James Financial Inc. | 42,762 | $455K | 0.0% | N/A | 0.045% | |
2/6/2025 | NINE MASTS CAPITAL Ltd | 19,706 | $209K | 0.0% | -75.3% | 0.021% | |
2/5/2025 | Oppenheimer & Co. Inc. | 12,137 | $129K | 0.0% | +18.8% | 0.013% | |
2/5/2025 | Whipplewood Advisors LLC | 10,960 | $117K | 0.1% | N/A | 0.011% | |
2/4/2025 | Mackay Shields LLC | 130,046 | $1.38M | 0.0% | -1.2% | 0.135% | |
2/3/2025 | Wolverine Asset Management LLC | 48,672 | $517K | 0.0% | +38.4% | 0.051% | |
1/31/2025 | Robinson Capital Management LLC | 738,664 | $7.85M | 3.2% | -4.5% | 0.769% | |
1/31/2025 | Atria Wealth Solutions Inc. | 167,437 | $1.78M | 0.0% | +30.2% | 0.174% | |
1/31/2025 | Sanctuary Advisors LLC | 369,701 | $4.01M | 0.0% | -7.5% | 0.385% | |
1/31/2025 | JFS Wealth Advisors LLC | 5,004 | $53K | 0.0% | -50.0% | 0.005% | |
1/28/2025 | Golden State Wealth Management LLC | 5,195 | $55K | 0.0% | N/A | 0.005% | |
1/27/2025 | Choreo LLC | 48,776 | $518K | 0.0% | +12.6% | 0.051% | |
1/24/2025 | Litman Gregory Wealth Management LLC | 38,794 | $412K | 0.0% | +6.0% | 0.040% | |
1/23/2025 | SteelPeak Wealth LLC | 23,370 | $248K | 0.0% | N/A | 0.024% | |
1/23/2025 | Southern Style Financial Inc. | 11,649 | $124K | 0.1% | N/A | 0.012% | |
1/22/2025 | Perigon Wealth Management LLC | 15,351 | $163K | 0.0% | +42.8% | 0.016% | |
1/17/2025 | Melfa Wealth Management Inc. | 95,452 | $1.02M | 0.7% | +6.4% | 0.099% | |
1/17/2025 | Dakota Wealth Management | 186,176 | $1.98M | 0.0% | +43.5% | 0.194% | |
1/17/2025 | Octavia Wealth Advisors LLC | 11,268 | $120K | 0.0% | N/A | 0.012% | |
1/15/2025 | Channel Wealth LLC | 78,705 | $837K | 0.3% | +32.1% | 0.082% | |
1/15/2025 | Cypress Wealth Services LLC | 52,726 | $560K | 0.1% | +118.5% | 0.055% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 274,151 | $2.91M | 0.1% | -3.8% | 0.285% | |
1/14/2025 | Ignite Planners LLC | 194,025 | $2.09M | 0.5% | -0.6% | 0.202% | |
12/26/2024 | JPMorgan Chase & Co. | 2,150 | $25K | 0.0% | N/A | 0.002% | |
12/3/2024 | Rivernorth Capital Management LLC | 2,537,611 | $29.23M | 1.4% | +7.1% | 2.642% | |
11/25/2024 | Sanctuary Advisors LLC | 399,513 | $4.41M | 0.0% | -1.3% | 0.416% | |
11/15/2024 | Stifel Financial Corp | 14,703 | $169K | 0.0% | -12.4% | 0.015% | |
11/15/2024 | Rivernorth Capital Management LLC | 2,537,611 | $29.23M | 1.5% | +7.1% | 2.642% | |
11/15/2024 | Integrated Wealth Concepts LLC | 27,878 | $321K | 0.0% | +9.7% | 0.029% | |
11/14/2024 | Rockefeller Capital Management L.P. | 116,529 | $1.34M | 0.0% | +0.9% | 0.121% | |
11/9/2024 | Landscape Capital Management L.L.C. | 65,556 | $755K | 0.1% | -43.6% | 0.068% | |
11/8/2024 | Advisors Asset Management Inc. | 518,713 | $5.98M | 0.1% | +6.3% | 0.540% | |
11/6/2024 | Intellectus Partners LLC | 83,226 | $963K | 0.2% | +5.0% | 0.087% | |
11/6/2024 | Oppenheimer & Co. Inc. | 10,217 | $118K | 0.0% | N/A | 0.011% | |
11/4/2024 | Wolverine Asset Management LLC | 35,162 | $405K | 0.0% | +450.3% | 0.037% | |
11/1/2024 | Hollencrest Capital Management | 926,318 | $10.67M | 0.4% | -0.2% | 0.965% | |
10/29/2024 | Farther Finance Advisors LLC | 29,498 | $340K | 0.0% | N/A | 0.031% | |
10/25/2024 | JFS Wealth Advisors LLC | 10,004 | $115K | 0.0% | -50.0% | 0.010% | |
10/25/2024 | Fortitude Family Office LLC | 4,188 | $48K | 0.0% | N/A | 0.004% | |
10/24/2024 | Ackerman Capital Advisors LLC | 20,491 | $236K | 0.1% | N/A | 0.021% | |
10/23/2024 | Dakota Wealth Management | 129,776 | $1.50M | 0.0% | -3.4% | 0.135% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 285,039 | $3.28M | 0.2% | -3.0% | 0.297% | |
10/22/2024 | Litman Gregory Wealth Management LLC | 36,615 | $422K | 0.0% | +108.0% | 0.038% | |
10/11/2024 | Creative Planning | 16,493 | $190K | 0.0% | -71.2% | 0.017% | |
9/5/2024 | Sanctuary Advisors LLC | 404,932 | $4.31M | 0.0% | N/A | 0.422% | |
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8/22/2024 | Cetera Investment Advisers | 90,448 | $1.00M | 0.0% | -1.0% | 0.094% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 13,771 | $154K | 0.0% | -26.8% | 0.014% | |
8/16/2024 | Creative Planning | 57,242 | $635K | 0.0% | +201.5% | 0.060% | |
8/15/2024 | Logan Stone Capital LLC | 99,295 | $1.10M | 0.3% | -41.7% | 0.103% | |
8/14/2024 | Evoke Wealth LLC | 35,371 | $394K | 0.5% | -67.2% | 0.037% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 24,370 | $271K | 0.0% | N/A | 0.025% | |
8/10/2024 | Perennial Investment Advisors LLC | 52,211 | $580K | 0.1% | +86.5% | 0.054% | |
8/8/2024 | NINE MASTS CAPITAL Ltd | 62,507 | $694K | 0.2% | -54.1% | 0.065% | |
8/7/2024 | Choreo LLC | 41,135 | $453K | 0.0% | +5.8% | 0.043% | |
8/7/2024 | Wedbush Securities Inc. | 36,314 | $403K | 0.0% | +12.1% | 0.038% | |