1/22/2025 | Perigon Wealth Management LLC | 16,568 | $185K | 0.0% | +9.2% | 0.000% | |
1/22/2025 | PFG Investments LLC | 192,630 | $2.18M | 0.1% | -0.5% | 0.000% | |
1/21/2025 | Regatta Capital Group LLC | 152,731 | $1.72M | 0.3% | -7.7% | 0.000% | |
1/21/2025 | Southland Equity Partners LLC | 123,040 | $1.39M | 0.3% | +20.5% | 0.000% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 37,000 | $418K | 0.0% | +12.5% | 0.000% | |
1/17/2025 | Melfa Wealth Management Inc. | 53,566 | $605K | 0.4% | +13.8% | 0.000% | |
1/17/2025 | Dakota Wealth Management | 210,407 | $2.38M | 0.1% | -2.6% | 0.000% | |
1/15/2025 | Ameritas Advisory Services LLC | 21,135 | $239K | 0.0% | -8.1% | 0.000% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 368,576 | $4.16M | 0.2% | -28.8% | 0.000% | |
1/14/2025 | Ignite Planners LLC | 288,357 | $3.30M | 0.7% | +9.2% | 0.000% | |
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1/8/2025 | International Assets Investment Management LLC | 37,600 | $430K | 0.0% | -88.5% | 0.000% | |
12/3/2024 | Rivernorth Capital Management LLC | 2,789,093 | $33.16M | 1.6% | -22.5% | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 145,942 | $1.67M | 0.0% | +137.3% | 0.000% | |
11/15/2024 | XTX Topco Ltd | 30,451 | $362K | 0.0% | +142.8% | 0.000% | |
11/15/2024 | EP Wealth Advisors LLC | 17,552 | $209K | 0.0% | +15.4% | 0.000% | |
11/15/2024 | Whitebox Advisors LLC | 791,703 | $9.41M | 0.3% | -29.3% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 37,984 | $452K | 0.0% | +12.2% | 0.000% | |
11/15/2024 | Rivernorth Capital Management LLC | 2,789,093 | $33.16M | 1.7% | -22.5% | 0.000% | |
11/14/2024 | Rockefeller Capital Management L.P. | 850,736 | $10.12M | 0.0% | +25.2% | 0.000% | |
11/14/2024 | Walleye Capital LLC | 53,357 | $634K | 0.0% | N/A | 0.000% | |
11/14/2024 | CreativeOne Wealth LLC | 10,804 | $128K | 0.0% | N/A | 0.000% | |
11/12/2024 | Larson Financial Group LLC | 10,000 | $119K | 0.0% | N/A | 0.000% | |
11/12/2024 | Nwam LLC | 44,524 | $529K | 0.0% | N/A | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 571,968 | $6.80M | 0.1% | +5.7% | 0.000% | |
11/6/2024 | OneDigital Investment Advisors LLC | 219,921 | $2.62M | 0.0% | +13.5% | 0.000% | |
11/6/2024 | Oppenheimer & Co. Inc. | 27,776 | $330K | 0.0% | +32.6% | 0.000% | |
11/1/2024 | Hollencrest Capital Management | 58,818 | $699K | 0.0% | +12.0% | 0.000% | |
10/29/2024 | Farther Finance Advisors LLC | 22,266 | $265K | 0.0% | +4,914.9% | 0.000% | |
10/28/2024 | Pacific Wealth Strategies Group Inc. | 73,224 | $871K | 0.6% | +15.4% | 0.000% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 18,058 | $215K | 0.0% | N/A | 0.000% | |
10/24/2024 | PFG Investments LLC | 193,564 | $2.30M | 0.1% | -0.8% | 0.000% | |
10/23/2024 | Dakota Wealth Management | 216,132 | $2.57M | 0.1% | -16.4% | 0.000% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 517,957 | $6.16M | 0.3% | -3.4% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 328,167 | $3.90M | 0.0% | +1,089.0% | 0.000% | |
10/21/2024 | Whittier Trust Co. of Nevada Inc. | 6,480 | $77K | 0.0% | -13.4% | 0.000% | |
10/21/2024 | Whittier Trust Co. | 118,481 | $1.41M | 0.0% | +15.0% | 0.000% | |
10/15/2024 | Regatta Capital Group LLC | 165,406 | $1.97M | 0.4% | -21.5% | 0.000% | |
10/8/2024 | CWM LLC | 7,018 | $83K | 0.0% | +253.9% | 0.000% | |
10/8/2024 | Ignite Planners LLC | 264,034 | $3.14M | 0.7% | +23.4% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 61,490 | $660K | 0.0% | N/A | 0.000% | |
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8/19/2024 | EP Wealth Advisors LLC | 15,208 | $175K | 0.0% | +9.2% | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 7,115 | $82K | 0.0% | N/A | 0.000% | |
8/15/2024 | Logan Stone Capital LLC | 690,688 | $7.96M | 2.1% | -58.5% | 0.000% | |
8/14/2024 | Whitebox Advisors LLC | 1,120,372 | $12.92M | 0.4% | +200.7% | 0.000% | |
8/14/2024 | Evoke Wealth LLC | 46,000 | $534K | 0.6% | -65.4% | 0.000% | |
8/13/2024 | Hollencrest Capital Management | 52,508 | $605K | 0.0% | -2.6% | 0.000% | |
8/12/2024 | XTX Topco Ltd | 12,540 | $145K | 0.0% | N/A | 0.000% | |
8/8/2024 | NINE MASTS CAPITAL Ltd | 109,144 | $1.26M | 0.4% | -38.9% | 0.000% | |
8/7/2024 | Wedbush Securities Inc. | 115,176 | $1.33M | 0.0% | -6.8% | 0.000% | |
8/7/2024 | PFG Investments LLC | 195,127 | $2.25M | 0.2% | -1.9% | 0.000% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 10,926 | $126K | 0.0% | +48.5% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 75,479 | $870K | 0.0% | +3.7% | 0.000% | |
7/30/2024 | International Assets Investment Management LLC | 27,600 | $318K | 0.0% | +3.8% | 0.000% | |
7/29/2024 | Whittier Trust Co. of Nevada Inc. | 7,480 | $86K | 0.0% | -55.7% | 0.000% | |
7/29/2024 | Whittier Trust Co. | 103,041 | $1.19M | 0.0% | +16.9% | 0.000% | |
7/22/2024 | Pacific Wealth Strategies Group Inc. | 63,479 | $732K | 0.6% | +21.6% | 0.000% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 536,055 | $6.18M | 0.3% | -4.7% | 0.000% | |
7/19/2024 | Raymond James & Associates | 111,788 | $1.29M | 0.0% | +24.4% | 0.000% | |
7/16/2024 | RHS Financial LLC | 29,147 | $336K | 0.2% | +6.5% | 0.000% | |
7/15/2024 | Melfa Wealth Management Inc. | 47,066 | $543K | 0.4% | -12.1% | 0.000% | |
7/12/2024 | Ignite Planners LLC | 213,998 | $2.49M | 0.6% | +0.6% | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 18,665 | $206K | 0.0% | N/A | 0.000% | |
5/17/2024 | Comerica Bank | 25,215 | $278K | 0.0% | +228.7% | 0.000% | |
5/15/2024 | Whitebox Advisors LLC | 372,562 | $4.11M | 0.1% | N/A | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 572,175 | $6.31M | 0.1% | +9.0% | 0.000% | |
5/14/2024 | EP Wealth Advisors LLC | 13,927 | $153K | 0.0% | -13.0% | 0.000% | |
5/14/2024 | Robinson Capital Management LLC | 443,150 | $4.79M | 1.7% | +43.0% | 0.000% | |
5/14/2024 | Karpus Management Inc. | 6,267,330 | $69.07M | 2.0% | -0.3% | 0.000% | |
5/14/2024 | RB Capital Management LLC | 18,171 | $200K | 0.1% | -11.6% | 0.000% | |
5/10/2024 | First Foundation Advisors | 52,999 | $584K | 0.0% | -21.8% | 0.000% | |
5/7/2024 | Choate Investment Advisors | 15,000 | $165K | 0.0% | -26.8% | 0.000% | |
5/7/2024 | Oppenheimer & Co. Inc. | 16,065 | $177K | 0.0% | +12.0% | 0.000% | |
5/7/2024 | Obermeyer Wood Investment Counsel Lllp | 22,678 | $250K | 0.0% | -58.0% | 0.000% | |
5/3/2024 | Whittier Trust Co. | 88,141 | $971K | 0.0% | -2.5% | 0.000% | |
5/2/2024 | Pacific Wealth Strategies Group Inc. | 52,185 | $575K | 0.5% | +45.8% | 0.000% | |
4/30/2024 | Perigon Wealth Management LLC | 15,168 | $167K | 0.0% | -8.3% | 0.000% | |
4/30/2024 | Commonwealth Equity Services LLC | 72,757 | $802K | 0.0% | +42.6% | 0.000% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 10,555 | $116K | 0.0% | N/A | 0.000% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 7,357 | $81K | 0.0% | +116.4% | 0.000% | |
4/24/2024 | Dakota Wealth Management | 258,657 | $2.85M | 0.1% | -0.5% | 0.000% | |
4/22/2024 | PFG Investments LLC | 198,943 | $2.19M | 0.1% | N/A | 0.000% | |
4/18/2024 | RHS Financial LLC | 27,370 | $302K | 0.2% | +24.6% | 0.000% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 562,717 | $6.20M | 0.3% | -7.9% | 0.000% | |
4/16/2024 | Weaver Consulting Group | 15,000 | $165K | 0.1% | -18.9% | 0.000% | |
4/12/2024 | Riverview Trust Co | 10,612 | $117K | 0.1% | N/A | 0.000% | |
4/12/2024 | Ignite Planners LLC | 212,658 | $2.34M | 0.7% | +20.9% | 0.000% | |
4/12/2024 | Southland Equity Partners LLC | 90,940 | $1.00M | 0.3% | +43.2% | 0.000% | |
4/11/2024 | International Assets Investment Management LLC | 26,600 | $293K | 0.0% | +7.5% | 0.000% | |
4/11/2024 | Sanders Morris Harris LLC | 10,000 | $110K | 0.0% | N/A | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 12,625 | $140K | 0.0% | N/A | 0.000% | |
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2/29/2024 | Tortoise Investment Management LLC | 31,231 | $346K | 0.0% | -20.2% | 0.000% | |
2/28/2024 | EP Wealth Advisors LLC | 16,010 | $178K | 0.0% | +14.5% | 0.000% | |
2/22/2024 | Napa Wealth Management | 40,233 | $446K | 0.2% | N/A | 0.000% | |
2/15/2024 | Bartlett & CO. Wealth Management LLC | 34,500 | $382K | 0.0% | -38.9% | 0.000% | |
2/14/2024 | LM Advisors LLC | 327,853 | $3.64M | 0.7% | N/A | 0.000% | |
2/13/2024 | Karpus Management Inc. | 6,288,053 | $69.74M | 2.1% | +35.2% | 0.000% | |
2/12/2024 | Evoke Wealth LLC | 132,974 | $1.48M | 0.0% | -8.6% | 0.000% | |
2/9/2024 | Hoylecohen LLC | 12,296 | $136K | 0.0% | -9.0% | 0.000% | |
2/9/2024 | D.A. Davidson & CO. | 60,529 | $671K | 0.0% | -3.0% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 1,020,419 | $11.32M | 0.0% | +4.5% | 0.000% | |