11/12/2024 | Concorde Asset Management LLC | 44,550 | $572K | 0.3% | +10.7% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 194,090 | $2.49M | 0.0% | -21.4% | 0.000% | |
11/8/2024 | PNC Financial Services Group Inc. | 100,372 | $1.29M | 0.0% | +14.3% | 0.000% | |
11/6/2024 | Oppenheimer & Co. Inc. | 73,500 | $943K | 0.0% | -2.5% | 0.000% | |
11/1/2024 | Corrado Advisors LLC | 194,300 | $2.49M | 1.6% | -7.0% | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 25,432 | $326K | 0.1% | N/A | 0.000% | |
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10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 20,194 | $259K | 0.0% | +15.4% | 0.000% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 160,456 | $2.06M | 0.0% | +40.2% | 0.000% | |
10/23/2024 | Dakota Wealth Management | 86,623 | $1.11M | 0.0% | +2.9% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 100,766 | $1.29M | 0.0% | +3.6% | 0.000% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 178,679 | $2.29M | 0.0% | -40.2% | 0.000% | |
10/17/2024 | Claro Advisors LLC | 15,943 | $205K | 0.0% | -77.3% | 0.000% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 10,163 | $130K | 0.0% | -20.1% | 0.000% | |
10/8/2024 | Ignite Planners LLC | 11,569 | $148K | 0.0% | -8.7% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 66,899 | $864K | 0.0% | N/A | 0.000% | |
8/21/2024 | Truist Financial Corp | 29,728 | $384K | 0.0% | N/A | 0.000% | |
8/12/2024 | Concorde Asset Management LLC | 40,230 | $519K | 0.3% | +63.2% | 0.000% | |
8/12/2024 | Carolinas Wealth Consulting LLC | 10,295 | $133K | 0.0% | N/A | 0.000% | |
8/9/2024 | City of London Investment Management Co. Ltd. | 2,757,343 | $35.60M | 3.0% | -26.8% | 0.000% | |
8/8/2024 | Wealthspire Advisors LLC | 12,000 | $155K | 0.0% | N/A | 0.000% | |
8/8/2024 | Prevail Innovative Wealth Advisors LLC | 60,796 | $785K | 0.3% | N/A | 0.000% | |
8/8/2024 | Beverly Hills Private Wealth LLC | 137,447 | $1.77M | 0.4% | -5.2% | 0.000% | |
8/7/2024 | Wedbush Securities Inc. | 12,806 | $165K | 0.0% | -27.3% | 0.000% | |
8/7/2024 | PFG Investments LLC | 13,923 | $180K | 0.0% | N/A | 0.000% | |
8/5/2024 | Private Advisor Group LLC | 97,266 | $1.26M | 0.0% | -2.4% | 0.000% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 122,462 | $1.58M | 0.3% | +16.5% | 0.000% | |
8/1/2024 | Claro Advisors LLC | 70,179 | $906K | 0.1% | +29.0% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 28,278 | $365K | 0.0% | +43.7% | 0.000% | |
7/30/2024 | Matisse Capital | 140,000 | $1.81M | 0.9% | -12.5% | 0.000% | |
7/26/2024 | AlphaStar Capital Management LLC | 31,276 | $404K | 0.0% | +14.4% | 0.000% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 298,802 | $3.86M | 0.0% | -24.8% | 0.000% | |
7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 17,496 | $226K | 0.0% | +32.9% | 0.000% | |
7/22/2024 | Dakota Wealth Management | 84,217 | $1.09M | 0.0% | -1.7% | 0.000% | |
7/16/2024 | Cornerstone Wealth Management LLC | 103,042 | $1.33M | 0.1% | +3.5% | 0.000% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 114,451 | $1.48M | 0.0% | +161.7% | 0.000% | |
7/12/2024 | Ignite Planners LLC | 12,669 | $168K | 0.0% | -20.8% | 0.000% | |
5/17/2024 | Comerica Bank | 15,057 | $177K | 0.0% | +26.3% | 0.000% | |
5/16/2024 | Prudent Investors Network Inc. | 12,425 | $146K | 0.1% | N/A | 0.000% | |
5/15/2024 | Alpine Global Management LLC | 150,000 | $1.76M | 0.4% | +14.1% | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 241,001 | $2.83M | 0.1% | -32.4% | 0.000% | |
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5/14/2024 | Karpus Management Inc. | 4,177,887 | $49.09M | 1.4% | +9.1% | 0.000% | |
5/10/2024 | Cornerstone Advisors LLC | 160,695 | $1.89M | 0.1% | -85.6% | 0.000% | |
5/10/2024 | City of London Investment Management Co. Ltd. | 3,764,683 | $44.24M | 3.6% | -5.6% | 0.000% | |
5/9/2024 | Corrado Advisors LLC | 230,862 | $2.71M | 1.8% | -15.0% | 0.000% | |
5/3/2024 | Whittier Trust Co. | 10,000 | $118K | 0.0% | N/A | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 99,616 | $1.17M | 0.0% | -1.3% | 0.000% | |
4/30/2024 | Hartline Investment Corp | 13,167 | $155K | 0.0% | N/A | 0.000% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 12,713 | $149K | 0.0% | -16.7% | 0.000% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 105,114 | $1.24M | 0.3% | +27.9% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 473,639 | $5.57M | 0.0% | +16.0% | 0.000% | |
4/19/2024 | Cornerstone Wealth Management LLC | 99,604 | $1.17M | 0.1% | +7.5% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 397,430 | $4.67M | 0.0% | -12.2% | 0.000% | |
4/18/2024 | Claro Advisors LLC | 54,383 | $639K | 0.1% | +4.9% | 0.000% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 43,741 | $514K | 0.0% | +124.4% | 0.000% | |
4/12/2024 | Ignite Planners LLC | 15,988 | $190K | 0.1% | -5.4% | 0.000% | |
3/28/2024 | Newbridge Financial Services Group Inc. | 12,197 | $133K | 0.1% | -23.6% | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 94,240 | $1.03M | 0.0% | +8.6% | 0.000% | |
2/15/2024 | Bulldog Investors LLP | 636,477 | $6.96M | 2.3% | +8.5% | 0.000% | |
2/13/2024 | Karpus Management Inc. | 3,828,156 | $41.84M | 1.3% | +3.6% | 0.000% | |
2/13/2024 | Quantedge Capital Pte Ltd | 403,842 | $4.41M | 2.2% | +9.9% | 0.000% | |
2/13/2024 | 1607 Capital Partners LLC | 1,081,969 | $11.83M | 0.8% | +11.4% | 0.000% | |
2/12/2024 | Hilltop Holdings Inc. | 32,680 | $357K | 0.0% | +4.3% | 0.000% | |
2/12/2024 | Cape Investment Advisory Inc. | 19,940 | $218K | 0.1% | N/A | 0.000% | |
2/9/2024 | City of London Investment Management Co. Ltd. | 3,988,516 | $43.59M | 3.6% | +6.0% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 1,025,482 | $11.21M | 0.0% | +1.4% | 0.000% | |
2/9/2024 | Cornerstone Advisors LLC | 1,117,917 | $12.22M | 0.5% | +3.9% | 0.000% | |
2/9/2024 | UBS Group AG | 1,199,815 | $13.11M | 0.0% | -6.3% | 0.000% | |
2/9/2024 | PNC Financial Services Group Inc. | 94,240 | $1.03M | 0.0% | +8.6% | 0.000% | |
2/7/2024 | AlphaStar Capital Management LLC | 27,337 | $299K | 0.0% | +149.7% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 74,249 | $812K | 0.3% | N/A | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 100,916 | $1.10M | 0.0% | +6.3% | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 122,885 | $1.34M | 0.0% | N/A | 0.000% | |
2/1/2024 | Corrado Advisors LLC | 271,513 | $2.97M | 2.4% | -1.0% | 0.000% | |
1/30/2024 | Macroview Investment Management LLC | 8,000 | $87K | 0.1% | N/A | 0.000% | |
1/30/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 11,760 | $129K | 0.0% | N/A | 0.000% | |
1/30/2024 | Beverly Hills Private Wealth LLC | 80,883 | $884K | 0.2% | -47.4% | 0.000% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 452,588 | $4.95M | 0.0% | +45.1% | 0.000% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 82,194 | $898K | 0.2% | +45.2% | 0.000% | |
1/22/2024 | Claro Advisors LLC | 51,824 | $566K | 0.1% | +96.8% | 0.000% | |
1/18/2024 | Global Retirement Partners LLC | 3,025 | $33K | 0.0% | N/A | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 408,266 | $4.46M | 0.0% | +20.3% | 0.000% | |
1/16/2024 | Raymond James & Associates | 56,693 | $620K | 0.0% | +39.2% | 0.000% | |
1/10/2024 | Cornerstone Wealth Management LLC | 92,613 | $1.01M | 0.1% | +10.0% | 0.000% | |
11/15/2023 | 1607 Capital Partners LLC | 971,523 | $10.12M | 0.8% | +8.8% | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 344,843 | $3.59M | 0.1% | +7.2% | 0.000% | |
11/14/2023 | Lazard Asset Management LLC | 1,970,374 | $20.53M | 0.0% | +30.3% | 0.000% | |
11/14/2023 | Alpine Global Management LLC | 55,219 | $575K | 0.1% | +139.1% | 0.000% | |
11/14/2023 | Thomas J. Herzfeld Advisors Inc. | 203,386 | $2.12M | 0.8% | -2.8% | 0.000% | |
11/13/2023 | Quantedge Capital Pte Ltd | 367,342 | $3.83M | 2.1% | -38.3% | 0.000% | |
11/13/2023 | PNC Financial Services Group Inc. | 86,790 | $904K | 0.0% | +1.5% | 0.000% | |
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11/9/2023 | City of London Investment Management Co. Ltd. | 3,761,505 | $39.20M | 3.4% | -8.1% | 0.000% | |
11/9/2023 | Karpus Management Inc. | 3,694,824 | $38.50M | 1.3% | +0.8% | 0.000% | |
11/9/2023 | Cornerstone Advisors LLC | 1,075,649 | $11.21M | 0.5% | -17.4% | 0.000% | |
11/9/2023 | UBS Group AG | 1,280,619 | $13.34M | 0.0% | +22.2% | 0.000% | |
11/9/2023 | Kayne Anderson Capital Advisors LP | 36,200 | $377K | 0.0% | N/A | 0.000% | |
11/8/2023 | Beverly Hills Private Wealth LLC | 153,710 | $1.60M | 0.5% | +0.9% | 0.000% | |
11/8/2023 | HighTower Advisors LLC | 87,732 | $927K | 0.0% | +7.3% | 0.000% | |
11/8/2023 | Oppenheimer & Co. Inc. | 58,880 | $614K | 0.0% | -5.3% | 0.000% | |
11/8/2023 | Kestra Private Wealth Services LLC | 10,878 | $113K | 0.0% | N/A | 0.000% | |
11/7/2023 | Atlas Wealth LLC | 402,273 | $4.19M | 0.8% | +7.3% | 0.000% | |