5/14/2024 | Robinson Capital Management LLC | 346,333 | $3.86M | 1.4% | +30.7% | 0.641% | |
5/9/2024 | Private Portfolio Partners LLC | 57,172 | $665K | 0.1% | +41.5% | 0.106% | |
5/1/2024 | Janney Montgomery Scott LLC | 23,647 | $275K | 0.0% | +81.2% | 0.044% | |
4/30/2024 | J.W. Cole Advisors Inc. | 186,373 | $2.17M | 0.1% | +6.3% | 0.345% | |
4/30/2024 | Commonwealth Equity Services LLC | 93,154 | $1.08M | 0.0% | -6.7% | 0.173% | |
4/23/2024 | Wealth Effects LLC | 19,820 | $231K | 0.1% | -26.8% | 0.037% | |
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4/23/2024 | Raymond James Financial Services Advisors Inc. | 283,850 | $3.30M | 0.0% | +2.1% | 0.526% | |
4/22/2024 | PFG Investments LLC | 17,773 | $207K | 0.0% | N/A | 0.033% | |
4/18/2024 | Breakwater Capital Group | 65,954 | $767K | 0.2% | +180.8% | 0.122% | |
3/27/2024 | Nomura Holdings Inc. | 12,550 | $143K | 0.0% | N/A | 0.023% | |
2/13/2024 | Karpus Management Inc. | 303,280 | $3.46M | 0.1% | N/A | 0.562% | |
2/13/2024 | Aristides Capital LLC | 14,475 | $165K | 0.1% | N/A | 0.027% | |
2/12/2024 | Weiss Asset Management LP | 10,695 | $122K | 0.0% | N/A | 0.020% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 30,318 | $346K | 0.0% | -16.7% | 0.056% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 22,569 | $258K | 0.0% | N/A | 0.042% | |
2/8/2024 | Robinson Capital Management LLC | 264,949 | $3.02M | 1.1% | +210.0% | 0.491% | |
2/8/2024 | Fiera Capital Corp | 535,901 | $6.12M | 0.0% | -33.9% | 0.993% | |
2/7/2024 | Private Portfolio Partners LLC | 40,410 | $461K | 0.1% | -18.4% | 0.075% | |
2/7/2024 | Principal Securities Inc. | 3,471 | $40K | 0.0% | N/A | 0.006% | |
2/6/2024 | Private Advisor Group LLC | 21,303 | $243K | 0.0% | -32.5% | 0.039% | |
2/6/2024 | Summit Trail Advisors LLC | 10,931 | $125K | 0.0% | -18.6% | 0.020% | |
2/2/2024 | Mackay Shields LLC | 1,039,078 | $11.86M | 0.3% | +3.6% | 1.925% | |
1/31/2024 | J.W. Cole Advisors Inc. | 175,373 | $2.00M | 0.1% | +4.0% | 0.325% | |
1/29/2024 | Wealth Effects LLC | 27,094 | $309K | 0.1% | -3.6% | 0.050% | |
1/26/2024 | Cerity Partners LLC | 11,656 | $133K | 0.0% | N/A | 0.022% | |
1/25/2024 | International Assets Investment Management LLC | 102,507 | $11.70M | 0.0% | N/A | 0.190% | |
1/24/2024 | International Assets Investment Management LLC | 102,507 | $11.70M | 0.0% | N/A | 0.190% | |
1/23/2024 | UMB Bank n.a. | 2,371 | $27K | 0.0% | -32.9% | 0.004% | |
1/23/2024 | TriaGen Wealth Management LLC | 13,000 | $148K | 0.1% | -13.3% | 0.024% | |
1/16/2024 | Simon Quick Advisors LLC | 11,628 | $133K | 0.0% | -34.1% | 0.022% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 278,019 | $3.17M | 0.0% | +13.7% | 0.515% | |
1/16/2024 | Raymond James & Associates | 86,778 | $990K | 0.0% | +1.7% | 0.161% | |
1/11/2024 | Moody National Bank Trust Division | 10,262 | $117K | 0.0% | -35.6% | 0.019% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 35,275 | $358K | 0.0% | -10.7% | 0.065% | |
11/14/2023 | AQR Arbitrage LLC | 312,797 | $3.17M | 0.1% | +78.0% | 0.579% | |
11/14/2023 | Saba Capital Management L.P. | 796,977 | $8.07M | 0.2% | +123.2% | 1.476% | |
11/14/2023 | Robinson Capital Management LLC | 85,480 | $863K | 0.4% | +17.7% | 0.158% | |
11/13/2023 | Wolverine Asset Management LLC | 86,432 | $875K | 0.0% | -4.4% | 0.160% | |
11/9/2023 | Fiera Capital Corp | 810,727 | $8.21M | 0.0% | +2.4% | 1.502% | |
11/9/2023 | UBS Group AG | 285,525 | $2.89M | 0.0% | -5.5% | 0.529% | |
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11/8/2023 | Fort Point Capital Partners LLC | 16,253 | $164K | 0.0% | N/A | 0.030% | |
11/8/2023 | Landscape Capital Management L.L.C. | 26,819 | $271K | 0.0% | -34.9% | 0.050% | |
11/8/2023 | Oppenheimer & Co. Inc. | 32,975 | $334K | 0.0% | -4.4% | 0.061% | |
11/6/2023 | Breakwater Capital Group | 23,342 | $236K | 0.1% | N/A | 0.043% | |
10/30/2023 | Melfa Wealth Management LLC | 47,934 | $485K | 0.5% | -6.7% | 0.089% | |
10/30/2023 | Summit Trail Advisors LLC | 13,434 | $136K | 0.0% | -16.6% | 0.025% | |
10/30/2023 | Dumont & Blake Investment Advisors LLC | 10,181 | $103K | 0.0% | -9.6% | 0.019% | |
10/24/2023 | J.W. Cole Advisors Inc. | 168,673 | $1.71M | 0.1% | N/A | 0.312% | |
10/24/2023 | Simon Quick Advisors LLC | 17,655 | $179K | 0.0% | N/A | 0.033% | |
10/24/2023 | Raymond James & Associates | 85,364 | $864K | 0.0% | -5.5% | 0.158% | |
10/23/2023 | Commonwealth Equity Services LLC | 99,936 | $1.01M | 0.0% | -3.6% | 0.185% | |
10/16/2023 | Wealth Effects LLC | 28,094 | $284K | 0.1% | +21.7% | 0.052% | |
10/12/2023 | Moody National Bank Trust Division | 15,923 | $161K | 0.0% | +50.4% | 0.029% | |
8/11/2023 | Landscape Capital Management L.L.C. | 41,186 | $460K | 0.1% | -30.8% | 0.076% | |
8/11/2023 | Guggenheim Capital LLC | 199,960 | $2.23M | 0.0% | +41.3% | 0.370% | |
8/10/2023 | Sit Investment Associates Inc. | 59,457 | $664K | 0.0% | -20.9% | 0.110% | |
8/9/2023 | Fiera Capital Corp | 791,557 | $8.84M | 0.0% | +16.3% | 1.466% | |
8/7/2023 | Wolverine Asset Management LLC | 90,395 | $1.01M | 0.0% | -1.4% | 0.167% | |
8/3/2023 | Oppenheimer & Co. Inc. | 34,475 | $385K | 0.0% | -3.5% | 0.064% | |
8/2/2023 | Matisse Capital | 100,700 | $1.13M | 0.7% | +6.6% | 0.187% | |
8/2/2023 | Bank of Montreal Can | 47,361 | $617K | 0.0% | N/A | 0.088% | |
7/31/2023 | LPL Financial LLC | 92,029 | $1.03M | 0.0% | +1.7% | 0.170% | |
7/26/2023 | Janney Montgomery Scott LLC | 20,818 | $233K | 0.0% | -20.0% | 0.039% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 243,588 | $2.72M | 0.0% | +1.8% | 0.451% | |
7/25/2023 | Raymond James & Associates | 90,369 | $1.01M | 0.0% | -8.4% | 0.167% | |
7/25/2023 | Summit Trail Advisors LLC | 16,115 | $181K | 0.0% | N/A | 0.030% | |
7/18/2023 | Melfa Wealth Management LLC | 51,379 | $574K | 0.6% | +26.0% | 0.095% | |
7/7/2023 | Moody National Bank Trust Division | 10,587 | $118K | 0.0% | N/A | 0.020% | |
5/12/2023 | Private Portfolio Partners LLC | 62,372 | $714K | 0.2% | +27.6% | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 141,537 | $1.62M | 0.0% | +67.1% | 0.000% | |
5/10/2023 | Oppenheimer & Co. Inc. | 35,725 | $409K | 0.0% | +2.9% | 0.000% | |
5/10/2023 | Private Advisor Group LLC | 31,979 | $366K | 0.0% | N/A | 0.000% | |
5/10/2023 | Landscape Capital Management L.L.C. | 59,491 | $681K | 0.1% | +2.5% | 0.000% | |
5/10/2023 | Robinson Capital Management LLC | 72,600 | $813K | 0.4% | N/A | 0.000% | |
5/8/2023 | Wolverine Asset Management LLC | 91,678 | $1.05M | 0.0% | +73.8% | 0.000% | |
5/4/2023 | Wealth Effects LLC | 23,094 | $264K | 0.1% | +6.9% | 0.000% | |
4/28/2023 | Janney Montgomery Scott LLC | 26,022 | $298K | 0.0% | -24.0% | 0.000% | |
4/27/2023 | Matisse Capital | 94,443 | $1.08M | 0.7% | +31.6% | 0.000% | |
4/26/2023 | Fiera Capital Corp | 680,668 | $7.79M | 0.0% | -4.1% | 0.000% | |
4/20/2023 | Princeton Global Asset Management LLC | 4,482 | $51K | 0.0% | N/A | 0.000% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 239,211 | $2.74M | 0.0% | +12.9% | 0.000% | |
4/14/2023 | Raymond James & Associates | 98,679 | $1.13M | 0.0% | +2.0% | 0.000% | |
4/14/2023 | Dumont & Blake Investment Advisors LLC | 11,265 | $129K | 0.0% | N/A | 0.000% | |
4/11/2023 | RMR Wealth Builders | 11,341 | $130K | 0.0% | N/A | 0.000% | |
2/27/2023 | Gallagher Benefit Services Inc. | 12,268 | $136K | 0.0% | N/A | 0.000% | |
2/14/2023 | SG3 Management LLC | 40,000 | $443K | 0.1% | N/A | 0.133% | |
2/10/2023 | Sit Investment Associates Inc. | 75,209 | $833K | 0.0% | -18.2% | 0.000% | |
2/9/2023 | Landscape Capital Management L.L.C. | 58,043 | $643K | 0.1% | N/A | 0.193% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 211,926 | $2.35M | 0.0% | -9.3% | 0.000% | |
2/8/2023 | Raymond James & Associates | 96,786 | $1.07M | 0.0% | -22.6% | 0.000% | |
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2/8/2023 | UBS Group AG | 321,455 | $3.56M | 0.0% | -34.1% | 0.000% | |
2/8/2023 | Fiera Capital Corp | 709,931 | $7.86M | 0.0% | N/A | 0.000% | |
2/8/2023 | Oppenheimer & Co. Inc. | 34,725 | $384K | 0.0% | +8.4% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 117,220 | $1.30M | 0.0% | +44.4% | 0.000% | |
2/7/2023 | LPL Financial LLC | 92,031 | $1.02M | 0.0% | -21.0% | 0.000% | |
2/2/2023 | Wealth Effects LLC | 21,594 | $239K | 0.1% | +7.5% | 0.000% | |
2/1/2023 | Bank of Montreal Can | 47,796 | $607K | 0.0% | N/A | 0.000% | |
2/1/2023 | Gladstone Institutional Advisory LLC | 55,386 | $613K | 0.0% | -17.8% | 0.000% | |
2/1/2023 | Wolverine Asset Management LLC | 52,750 | $584K | 0.0% | N/A | 0.000% | |
2/1/2023 | Private Portfolio Partners LLC | 48,872 | $541K | 0.1% | +4.3% | 0.000% | |