8/18/2025 | Geneos Wealth Management Inc. | 4,728 | $31K | 0.0% | +88.1% | 0.008% | |
8/15/2025 | Bank of America Corp DE | 406,679 | $2.68M | 0.0% | -2.9% | 0.674% | |
8/15/2025 | Ameriprise Financial Inc. | 35,300 | $232K | 0.0% | N/A | 0.059% | |
8/14/2025 | Jane Street Group LLC | 23,552 | $155K | 0.0% | N/A | 0.039% | |
8/14/2025 | Raymond James Financial Inc. | 931,347 | $6.13M | 0.0% | +16.4% | 1.544% | |
8/14/2025 | Karpus Management Inc. | 9,074,236 | $59.71M | 1.9% | -12.2% | 15.045% | |
8/14/2025 | NewEdge Advisors LLC | 21,237 | $140K | 0.0% | N/A | 0.035% | |
8/13/2025 | Guggenheim Capital LLC | 1,401,164 | $9.22M | 0.1% | +6.1% | 2.323% | |
8/13/2025 | Invesco Ltd. | 226,702 | $1.49M | 0.0% | -20.3% | 0.376% | |
8/13/2025 | Wellspring Financial Advisors LLC | 87,681 | $577K | 0.0% | +9.3% | 0.145% | |
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8/13/2025 | Lido Advisors LLC | 105,790 | $700K | 0.0% | -6.6% | 0.175% | |
8/12/2025 | J.W. Cole Advisors Inc. | 14,335 | $94K | 0.0% | N/A | 0.024% | |
8/12/2025 | Horizon Kinetics Asset Management LLC | 93,068 | $612K | 0.0% | N/A | 0.154% | |
8/8/2025 | Rockefeller Capital Management L.P. | 107,052 | $704K | 0.0% | -8.0% | 0.178% | |
8/8/2025 | Cetera Investment Advisers | 14,391 | $95K | 0.0% | -17.8% | 0.024% | |
8/8/2025 | PNC Financial Services Group Inc. | 82,727 | $544K | 0.0% | -75.2% | 0.137% | |
8/5/2025 | Aviance Capital Partners LLC | 25,226 | $166K | 0.0% | +16.9% | 0.042% | |
8/4/2025 | Linscomb Wealth Inc. | 111,100 | $731K | 0.0% | N/A | 0.184% | |
8/4/2025 | Wolverine Asset Management LLC | 82,463 | $543K | 0.0% | N/A | 0.137% | |
8/1/2025 | Envestnet Asset Management Inc. | 168,766 | $1.11M | 0.0% | +1.4% | 0.280% | |
7/29/2025 | Stratos Wealth Partners LTD. | 18,204 | $120K | 0.0% | N/A | 0.030% | |
7/28/2025 | Allianz Asset Management GmbH | 350,449 | $2.31M | 0.0% | -7.0% | 0.581% | |
7/25/2025 | Integrated Capital Management Inc. | 32,569 | $214K | 0.2% | +12.5% | 0.054% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 562,242 | $3.70M | 0.0% | -7.0% | 0.932% | |
7/25/2025 | Ackerman Capital Advisors LLC | 27,882 | $183K | 0.0% | +82.9% | 0.046% | |
7/24/2025 | Mackay Shields LLC | 1,320,857 | $8.69M | 0.3% | -7.0% | 2.190% | |
7/24/2025 | Leo Wealth LLC | 322,826 | $2.12M | 0.2% | +32.7% | 0.535% | |
7/23/2025 | Citizens National Bank Trust Department | 22,050 | $145K | 0.0% | -14.0% | 0.037% | |
7/22/2025 | Realta Investment Advisors | 21,000 | $138K | 0.1% | N/A | 0.035% | |
7/21/2025 | Ameritas Advisory Services LLC | 5,000 | $33K | 0.0% | N/A | 0.008% | |
7/17/2025 | Capital Investment Advisors LLC | 329,912 | $2.17M | 0.0% | -6.7% | 0.547% | |
7/17/2025 | Janney Montgomery Scott LLC | 19,206 | $126K | 0.0% | -14.5% | 0.032% | |
7/16/2025 | Dakota Wealth Management | 198,260 | $1.31M | 0.0% | -7.0% | 0.329% | |
7/14/2025 | Seed Wealth Management Inc. | 13,020 | $86K | 0.1% | -21.3% | 0.022% | |
7/14/2025 | Gridiron Partners LLC | 356,923 | $2.35M | 1.5% | -3.1% | 0.592% | |
5/21/2025 | Indiana Trust & Investment Management Co | 151,754 | $1.06M | 0.4% | +1.5% | 0.252% | |
5/16/2025 | Integrated Wealth Concepts LLC | 67,077 | $470K | 0.0% | -3.7% | 0.111% | |
5/16/2025 | AQR Arbitrage LLC | 50,077 | $351K | 0.0% | -59.9% | 0.083% | |
5/16/2025 | Advisors Asset Management Inc. | 459,177 | $3.22M | 0.1% | -3.6% | 0.761% | |
5/16/2025 | 1607 Capital Partners LLC | 511,845 | $3.59M | 0.3% | -7.1% | 0.849% | |
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5/15/2025 | Royal Bank of Canada | 74,834 | $525K | 0.0% | +2.4% | 0.124% | |
5/14/2025 | Guggenheim Capital LLC | 1,320,597 | $9.26M | 0.1% | +16.1% | 2.190% | |
5/13/2025 | Raymond James Financial Inc. | 799,908 | $5.61M | 0.0% | +13.1% | 1.326% | |
5/13/2025 | Sit Investment Associates Inc. | 1,043,379 | $7.31M | 0.2% | +6.5% | 1.730% | |
5/12/2025 | Nuveen LLC | 12,176 | $85K | 0.0% | N/A | 0.020% | |
5/12/2025 | Invesco Ltd. | 284,350 | $1.99M | 0.0% | +22.7% | 0.471% | |
5/9/2025 | Ackerman Capital Advisors LLC | 15,242 | $107K | 0.0% | N/A | 0.025% | |
5/9/2025 | PNC Financial Services Group Inc. | 333,712 | $2.34M | 0.0% | +7.0% | 0.553% | |
5/8/2025 | US Bancorp DE | 6,461 | $45K | 0.0% | -23.6% | 0.011% | |
5/5/2025 | Kestra Private Wealth Services LLC | 26,603 | $186K | 0.0% | N/A | 0.044% | |
5/2/2025 | Leo Wealth LLC | 243,316 | $1.71M | 0.2% | -20.9% | 0.403% | |
5/2/2025 | Dakota Wealth Management | 213,198 | $1.50M | 0.0% | -10.3% | 0.353% | |
4/29/2025 | Bank of New York Mellon Corp | 68,363 | $479K | 0.0% | -6.0% | 0.113% | |
4/29/2025 | Mackay Shields LLC | 1,420,434 | $9.96M | 0.3% | -7.4% | 2.355% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 604,628 | $4.24M | 0.0% | -18.4% | 1.002% | |
4/23/2025 | Oppenheimer & Co. Inc. | 15,524 | $109K | 0.0% | N/A | 0.026% | |
4/17/2025 | Janney Montgomery Scott LLC | 22,465 | $157K | 0.0% | -21.1% | 0.037% | |
4/14/2025 | Park Avenue Securities LLC | 142,501 | $999K | 0.0% | +1.6% | 0.236% | |
4/11/2025 | Gridiron Partners LLC | 368,511 | $2.58M | 1.7% | -3.0% | 0.611% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 264,739 | $1.86M | 0.1% | +579.2% | 0.439% | |
4/9/2025 | Integrated Capital Management Inc. | 28,961 | $203K | 0.2% | +10.9% | 0.048% | |
4/8/2025 | Rothschild Investment LLC | 119,840 | $840K | 0.1% | -6.5% | 0.199% | |
2/17/2025 | Pathstone Holdings LLC | 1,837,292 | $12.97M | 0.1% | +0.9% | 3.046% | |
2/17/2025 | Nomura Holdings Inc. | 29,000 | $204K | 0.0% | +129.6% | 0.048% | |
2/17/2025 | Nuveen Asset Management LLC | 36,916 | $260K | 0.0% | -5.9% | 0.061% | |
2/17/2025 | Logan Stone Capital LLC | 57,362 | $404K | 0.1% | -77.3% | 0.095% | |
2/17/2025 | CF Capital LLC | 10,000 | $70K | 0.1% | N/A | 0.017% | |
2/17/2025 | Bank of America Corp DE | 447,153 | $3.15M | 0.0% | +0.5% | 0.741% | |
2/17/2025 | Ameriprise Financial Inc. | 15,800 | $103K | 0.0% | N/A | 0.026% | |
2/14/2025 | AQR Arbitrage LLC | 124,845 | $879K | 0.0% | -43.6% | 0.207% | |
2/14/2025 | Northern Trust Corp | 20,895 | $147K | 0.0% | N/A | 0.035% | |
2/14/2025 | Integrated Wealth Concepts LLC | 69,628 | $490K | 0.0% | -5.9% | 0.115% | |
2/13/2025 | 1607 Capital Partners LLC | 551,113 | $3.88M | 0.3% | +39.8% | 0.914% | |
2/13/2025 | NewEdge Advisors LLC | 10,588 | $75K | 0.0% | N/A | 0.018% | |
2/13/2025 | Guggenheim Capital LLC | 1,137,845 | $8.01M | 0.1% | +9.3% | 1.887% | |
2/13/2025 | Cohen & Steers Inc. | 248,091 | $1.75M | 0.0% | +2.9% | 0.411% | |
2/13/2025 | Savvy Advisors Inc. | 22,793 | $160K | 0.0% | N/A | 0.038% | |
2/13/2025 | Rockefeller Capital Management L.P. | 156,228 | $1.10M | 0.0% | +4.8% | 0.259% | |
2/13/2025 | Bessemer Group Inc. | 4,106 | $29K | 0.0% | +83.1% | 0.007% | |
2/13/2025 | Raymond James Financial Inc. | 707,152 | $4.98M | 0.0% | N/A | 1.173% | |
2/13/2025 | Invesco Ltd. | 231,763 | $1.63M | 0.0% | +52.9% | 0.384% | |
2/13/2025 | Wellspring Financial Advisors LLC | 86,796 | $611K | 0.0% | -19.8% | 0.144% | |
2/13/2025 | Envestnet Asset Management Inc. | 166,940 | $1.18M | 0.0% | +5.2% | 0.277% | |
2/13/2025 | Sit Investment Associates Inc. | 979,630 | $6.90M | 0.2% | +318.5% | 1.624% | |
2/13/2025 | Wells Fargo & Company MN | 361,096 | $2.54M | 0.0% | -2.3% | 0.599% | |
2/12/2025 | Landscape Capital Management L.L.C. | 15,297 | $108K | 0.0% | N/A | 0.025% | |
2/11/2025 | LPL Financial LLC | 75,065 | $528K | 0.0% | +21.1% | 0.124% | |
2/10/2025 | Advisors Asset Management Inc. | 476,504 | $3.36M | 0.1% | -14.7% | 0.790% | |
2/10/2025 | Signaturefd LLC | 4,901 | $35K | 0.0% | N/A | 0.008% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 5,450 | $38K | 0.0% | N/A | 0.009% | |
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2/10/2025 | Commonwealth Equity Services LLC | 17,056 | $120K | 0.0% | -12.8% | 0.028% | |
2/7/2025 | HighTower Advisors LLC | 60,038 | $423K | 0.0% | N/A | 0.100% | |
2/7/2025 | PNC Financial Services Group Inc. | 311,831 | $2.20M | 0.0% | -6.0% | 0.517% | |
2/6/2025 | Raymond James Financial Inc. | 707,152 | $4.98M | 0.0% | N/A | 1.173% | |
2/5/2025 | Noble Wealth Management PBC | 20,121 | $142K | 0.1% | N/A | 0.033% | |
2/4/2025 | Bank of New York Mellon Corp | 72,738 | $512K | 0.0% | -6.3% | 0.121% | |
2/4/2025 | Rothschild Investment LLC | 128,143 | $902K | 0.1% | -3.8% | 0.212% | |
2/4/2025 | Mackay Shields LLC | 1,534,563 | $10.80M | 0.3% | -3.5% | 2.544% | |
2/3/2025 | Citizens National Bank Trust Department | 26,750 | $188K | 0.0% | -13.0% | 0.044% | |
1/31/2025 | Robinson Capital Management LLC | 897,322 | $6.32M | 2.6% | -6.6% | 1.488% | |