11/15/2024 | HighTower Advisors LLC | 27,450 | $307K | 0.0% | +8.4% | 0.129% | |
11/15/2024 | Benjamin Edwards Inc. | 13,463 | $153K | 0.0% | N/A | 0.063% | |
11/14/2024 | Rockefeller Capital Management L.P. | 39,207 | $447K | 0.0% | +3.1% | 0.185% | |
11/8/2024 | Advisors Asset Management Inc. | 159,206 | $1.81M | 0.0% | +65.3% | 0.750% | |
11/8/2024 | Avior Wealth Management LLC | 11,184 | $127K | 0.0% | +17.8% | 0.053% | |
11/7/2024 | Pathstone Holdings LLC | 520,807 | $5.93M | 0.0% | +20.8% | 2.452% | |
|
11/1/2024 | Fiera Capital Corp | 185,095 | $2.11M | 0.0% | -4.7% | 0.871% | |
10/31/2024 | Concurrent Investment Advisors LLC | 75,100 | $855K | 0.0% | -3.8% | 0.354% | |
10/29/2024 | Van ECK Associates Corp | 167,252 | $1.85M | 0.0% | -2.5% | 0.787% | |
10/24/2024 | Ackerman Capital Advisors LLC | 130,955 | $1.49M | 0.4% | -4.1% | 0.617% | |
10/23/2024 | Dakota Wealth Management | 12,000 | $137K | 0.0% | -19.5% | 0.056% | |
10/21/2024 | Kennedy Investment Group | 111,190 | $1.27M | 0.6% | -5.4% | 0.523% | |
8/19/2024 | Kimelman & Baird LLC | 13,238 | $146K | 0.0% | N/A | 0.062% | |
8/15/2024 | Logan Stone Capital LLC | 169,000 | $1.87M | 0.5% | -22.6% | 0.796% | |
8/14/2024 | EverSource Wealth Advisors LLC | 6,333 | $70K | 0.0% | +204.0% | 0.030% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 2,400 | $27K | 0.0% | N/A | 0.011% | |
8/2/2024 | Wolverine Asset Management LLC | 6,637 | $73K | 0.0% | +268.7% | 0.031% | |
8/1/2024 | Fiera Capital Corp | 194,267 | $2.15M | 0.0% | -32.8% | 0.915% | |
7/31/2024 | Van ECK Associates Corp | 171,465 | $1.90M | 0.0% | +4.0% | 0.807% | |
7/31/2024 | Concurrent Investment Advisors LLC | 78,100 | $863K | 0.0% | +1.3% | 0.368% | |
7/26/2024 | Bank of New York Mellon Corp | 59,106 | $653K | 0.0% | +2.2% | 0.278% | |
7/26/2024 | Ackerman Capital Advisors LLC | 136,499 | $1.51M | 0.4% | +5.1% | 0.643% | |
7/18/2024 | Kennedy Investment Group | 117,491 | $1.30M | 0.7% | -16.6% | 0.553% | |
7/15/2024 | Melfa Wealth Management Inc. | 46,761 | $517K | 0.4% | -15.4% | 0.220% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 11,229 | $123K | 0.0% | N/A | 0.053% | |
5/14/2024 | Robinson Capital Management LLC | 541,045 | $5.65M | 2.0% | +0.2% | 2.547% | |
5/14/2024 | Karpus Management Inc. | 309,500 | $3.38M | 0.1% | -1.2% | 1.457% | |
5/10/2024 | RPO LLC | 82,527 | $900K | 1.3% | -44.0% | 0.389% | |
5/7/2024 | Concurrent Investment Advisors LLC | 77,100 | $841K | 0.0% | +41.2% | 0.363% | |
4/30/2024 | Van ECK Associates Corp | 164,932 | $1.80M | 0.0% | +4.8% | 0.777% | |
4/24/2024 | Ackerman Capital Advisors LLC | 129,853 | $1.42M | 0.4% | -6.4% | 0.611% | |
3/27/2024 | Nomura Holdings Inc. | 12,092 | $130K | 0.0% | N/A | 0.057% | |
3/1/2024 | Pineridge Advisors LLC | 5,599 | $60K | 0.0% | N/A | 0.026% | |
2/14/2024 | Vivaldi Capital Management LP | 163,382 | $1.76M | 0.5% | -33.5% | 0.769% | |
2/13/2024 | Karpus Management Inc. | 313,267 | $3.37M | 0.1% | +3.0% | 1.475% | |
2/12/2024 | Gridiron Partners LLC | 24,077 | $259K | 0.2% | N/A | 0.113% | |
2/12/2024 | RPO LLC | 147,482 | $1.59M | 2.3% | +2.9% | 0.694% | |
2/8/2024 | Robinson Capital Management LLC | 540,045 | $5.82M | 2.1% | +58.5% | 2.543% | |
2/8/2024 | Fiera Capital Corp | 359,540 | $3.87M | 0.0% | +7.2% | 1.693% | |
2/5/2024 | Van ECK Associates Corp | 157,344 | $1.70M | 0.0% | +12.1% | 0.741% | |
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2/5/2024 | Transcend Capital Advisors LLC | 12,658 | $136K | 0.0% | -30.1% | 0.060% | |
2/2/2024 | Kovack Advisors Inc. | 24,324 | $262K | 0.0% | +6.6% | 0.115% | |
1/30/2024 | SFI Advisors LLC | 26,313 | $283K | 0.2% | N/A | 0.124% | |
1/29/2024 | Kennedy Investment Group | 141,465 | $1.52M | 0.9% | -7.1% | 0.666% | |
1/19/2024 | Ackerman Capital Advisors LLC | 138,762 | $1.49M | 0.4% | +27.3% | 0.653% | |
1/18/2024 | Relyea Zuckerberg Hanson LLC | 10,470 | $113K | 0.0% | N/A | 0.049% | |
1/16/2024 | Raymond James & Associates | 29,958 | $323K | 0.0% | +38.4% | 0.141% | |
1/12/2024 | Davis Investment Partners LLC | 23,264 | $250K | 0.1% | N/A | 0.110% | |
11/14/2023 | AQR Arbitrage LLC | 200,908 | $1.87M | 0.1% | +78.3% | 0.946% | |
11/14/2023 | Saba Capital Management L.P. | 353,104 | $3.28M | 0.1% | +193.6% | 1.662% | |
11/14/2023 | Robinson Capital Management LLC | 340,648 | $3.20M | 1.4% | -16.0% | 1.604% | |
11/13/2023 | Wolverine Asset Management LLC | 3,284 | $31K | 0.0% | N/A | 0.015% | |
11/9/2023 | Fiera Capital Corp | 335,425 | $3.12M | 0.0% | +2.0% | 1.579% | |
11/9/2023 | Karpus Management Inc. | 304,194 | $2.83M | 0.1% | -64.9% | 1.432% | |
11/8/2023 | HighTower Advisors LLC | 32,684 | $287K | 0.0% | -6.0% | 0.154% | |
11/8/2023 | Van ECK Associates Corp | 140,348 | $1.30M | 0.0% | -10.7% | 0.661% | |
11/8/2023 | Landscape Capital Management L.L.C. | 16,238 | $151K | 0.0% | +20.1% | 0.076% | |
11/6/2023 | RPO LLC | 143,285 | $1.33M | 1.5% | +59.8% | 0.675% | |
10/30/2023 | Melfa Wealth Management LLC | 55,208 | $513K | 0.5% | -2.4% | 0.260% | |
10/30/2023 | Ackerman Capital Advisors LLC | 109,033 | $1.01M | 0.3% | +5.8% | 0.513% | |
10/26/2023 | Advisor Partners II LLC | 100,249 | $931K | 0.0% | N/A | 0.472% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 22,436 | $208K | 0.0% | -32.6% | 0.106% | |
10/17/2023 | Avior Wealth Management LLC | 2,885 | $27K | 0.0% | N/A | 0.014% | |
10/13/2023 | Institute for Wealth Management LLC. | 19,360 | $180K | 0.0% | N/A | 0.091% | |
8/15/2023 | Rivernorth Capital Management LLC | 836,265 | $8.89M | 0.4% | +39.5% | 3.937% | |
8/15/2023 | Cohen & Steers Inc. | 56,001 | $595K | 0.0% | N/A | 0.264% | |
8/14/2023 | Vivaldi Capital Management LP | 240,232 | $2.55M | 0.8% | +48.6% | 1.131% | |
8/11/2023 | Karpus Management Inc. | 865,581 | $9.20M | 0.3% | -1.7% | 4.075% | |
8/11/2023 | Guggenheim Capital LLC | 455,110 | $4.84M | 0.0% | +20.2% | 2.143% | |
8/9/2023 | Fiera Capital Corp | 328,717 | $3.49M | 0.0% | +15.1% | 1.548% | |
8/9/2023 | Robinson Capital Management LLC | 405,448 | $4.31M | 1.9% | +9.4% | 1.909% | |
8/3/2023 | Van ECK Associates Corp | 157,174 | $1.67M | 0.0% | +1.4% | 0.740% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 10,523 | $112K | 0.0% | -25.9% | 0.050% | |
7/21/2023 | Kovack Advisors Inc. | 20,737 | $220K | 0.0% | +5.5% | 0.098% | |
7/19/2023 | Kennedy Investment Group | 152,504 | $1.62M | 0.9% | -2.6% | 0.718% | |
7/18/2023 | Melfa Wealth Management LLC | 56,575 | $601K | 0.6% | +39.7% | 0.266% | |
6/1/2023 | Kennedy Investment Group | 156,497 | $1.68M | 1.0% | -3.6% | 0.737% | |
5/11/2023 | Karpus Management Inc. | 880,871 | $9.47M | 0.3% | +22.3% | 0.000% | |
5/11/2023 | Ackerman Capital Advisors LLC | 102,280 | $1.10M | 0.3% | -15.7% | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 378,671 | $4.07M | 0.0% | -3.0% | 0.000% | |
5/10/2023 | Landscape Capital Management L.L.C. | 13,156 | $141K | 0.0% | -26.5% | 0.000% | |
5/10/2023 | Robinson Capital Management LLC | 370,714 | $3.91M | 1.8% | +24.7% | 0.000% | |
5/3/2023 | Van ECK Associates Corp | 155,071 | $1.67M | 0.0% | +30.1% | 0.000% | |
4/26/2023 | Fiera Capital Corp | 285,522 | $3.07M | 0.0% | -4.4% | 0.000% | |
4/20/2023 | Melfa Wealth Management LLC | 40,511 | $435K | 0.4% | -8.9% | 0.000% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 14,206 | $153K | 0.0% | +21.4% | 0.000% | |
4/12/2023 | Transcend Capital Advisors LLC | 18,019 | $194K | 0.0% | +18.6% | 0.000% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 12,011 | $126K | 0.0% | -7.8% | 0.000% | |
3/6/2023 | OLD Mission Capital LLC | 4,634 | $48K | 0.0% | N/A | 0.000% | |
2/22/2023 | Kovack Advisors Inc. | 19,615 | $205K | 0.0% | N/A | 0.000% | |
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2/10/2023 | RPO LLC | 13,506 | $141K | 0.0% | N/A | 0.000% | |
2/9/2023 | Landscape Capital Management L.L.C. | 17,896 | $187K | 0.0% | +55.8% | 0.084% | |
2/9/2023 | HighTower Advisors LLC | 61,537 | $638K | 0.0% | +75.1% | 0.000% | |
2/8/2023 | Belpointe Asset Management LLC | 2,425 | $25K | 0.0% | N/A | 0.000% | |
2/8/2023 | Fiera Capital Corp | 298,739 | $3.12M | 0.0% | N/A | 0.000% | |
2/8/2023 | Van ECK Associates Corp | 119,150 | $1.25M | 0.0% | +9.6% | 0.000% | |
2/3/2023 | U.S. Capital Wealth Advisors LLC | 2,400 | $25K | 0.0% | N/A | 0.000% | |
2/1/2023 | Wolverine Asset Management LLC | 37,810 | $395K | 0.0% | -23.6% | 0.000% | |
2/1/2023 | Janney Montgomery Scott LLC | 23,335 | $244K | 0.0% | -6.8% | 0.000% | |
1/31/2023 | Melfa Wealth Management LLC | 44,465 | $465K | 0.5% | N/A | 0.000% | |