5/16/2024 | B. Riley Wealth Advisors Inc. | 12,550 | $122K | 0.0% | N/A | 0.000% | |
5/15/2024 | BOKF NA | 19,000 | $180K | 0.0% | -51.3% | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 176,750 | $1.71M | 0.0% | +93.1% | 0.000% | |
5/14/2024 | Robinson Capital Management LLC | 614,403 | $5.77M | 2.1% | +19.3% | 0.000% | |
5/14/2024 | Karpus Management Inc. | 2,703,952 | $26.23M | 0.8% | +30.3% | 0.000% | |
5/13/2024 | Atlanta Consulting Group Advisors LLC | 14,000 | $136K | 0.0% | N/A | 0.000% | |
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5/1/2024 | Matisse Capital | 97,310 | $944K | 0.5% | N/A | 0.176% | |
4/30/2024 | Van ECK Associates Corp | 441,667 | $4.28M | 0.0% | +5.5% | 0.798% | |
4/30/2024 | Commonwealth Equity Services LLC | 114,605 | $1.11M | 0.0% | +6.9% | 0.207% | |
4/26/2024 | Riverbridge Partners LLC | 56,959 | $553K | 0.0% | -1.9% | 0.103% | |
4/23/2024 | Summit Trail Advisors LLC | 19,088 | $185K | 0.0% | -11.0% | 0.034% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 294,349 | $2.86M | 0.2% | +7.1% | 0.532% | |
4/16/2024 | Financial Management Professionals Inc. | 5,000 | $49K | 0.0% | N/A | 0.009% | |
3/27/2024 | Nomura Holdings Inc. | 10,622 | $101K | 0.0% | N/A | 0.019% | |
2/26/2024 | Virtu Financial LLC | 20,109 | $192K | 0.0% | +87.7% | 0.036% | |
2/13/2024 | Karpus Management Inc. | 2,075,253 | $19.78M | 0.6% | -28.9% | 3.750% | |
2/13/2024 | Aristides Capital LLC | 22,300 | $213K | 0.1% | N/A | 0.040% | |
2/13/2024 | Wellspring Financial Advisors LLC | 36,046 | $344K | 0.0% | N/A | 0.065% | |
2/12/2024 | Catalytic Wealth RIA LLC | 29,296 | $279K | 0.1% | N/A | 0.053% | |
2/12/2024 | Weiss Asset Management LP | 18,400 | $175K | 0.0% | N/A | 0.033% | |
2/9/2024 | UBS Group AG | 896,700 | $8.55M | 0.0% | -16.6% | 1.620% | |
2/8/2024 | Sheaff Brock Investment Advisors LLC | 11,400 | $109K | 0.0% | -28.8% | 0.021% | |
2/8/2024 | Robinson Capital Management LLC | 514,960 | $4.90M | 1.7% | +76.2% | 0.931% | |
2/8/2024 | Fiera Capital Corp | 1,053,119 | $10.04M | 0.0% | N/A | 1.903% | |
2/7/2024 | JFS Wealth Advisors LLC | 8,118 | $77K | 0.0% | -96.8% | 0.015% | |
2/6/2024 | Summit Trail Advisors LLC | 21,455 | $204K | 0.0% | N/A | 0.039% | |
2/5/2024 | Van ECK Associates Corp | 418,765 | $3.99M | 0.0% | +14.6% | 0.757% | |
2/2/2024 | Herold Advisors Inc. | 10,293 | $98K | 0.0% | N/A | 0.019% | |
2/2/2024 | Madison Park Capital Advisors LLC | 16,300 | $155K | 0.1% | N/A | 0.029% | |
2/1/2024 | Wolverine Asset Management LLC | 44,877 | $428K | 0.0% | +155.0% | 0.081% | |
1/30/2024 | Tyche Wealth Partners LLC | 75,109 | $716K | 0.2% | N/A | 0.136% | |
1/18/2024 | Relyea Zuckerberg Hanson LLC | 14,539 | $139K | 0.0% | N/A | 0.026% | |
1/16/2024 | Simon Quick Advisors LLC | 22,781 | $217K | 0.0% | N/A | 0.041% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 14,185 | $135K | 0.0% | -22.4% | 0.026% | |
1/16/2024 | Raymond James & Associates | 80,112 | $763K | 0.0% | -2.8% | 0.145% | |
1/11/2024 | Wealth Alliance Advisory Group LLC | 57,806 | $551K | 0.1% | -17.2% | 0.104% | |
1/5/2024 | Capital Investment Advisors LLC | 159,001 | $1.52M | 0.0% | +5.0% | 0.287% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 12,550 | $105K | 0.0% | -17.7% | 0.023% | |
11/14/2023 | AQR Arbitrage LLC | 383,742 | $3.20M | 0.1% | +78.2% | 0.693% | |
11/14/2023 | Robinson Capital Management LLC | 292,289 | $2.45M | 1.1% | +46.9% | 0.528% | |
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11/13/2023 | Bramshill Investments LLC | 2,163,163 | $18.04M | 2.1% | +14.6% | 3.909% | |
11/13/2023 | Wolverine Asset Management LLC | 17,602 | $147K | 0.0% | +441.6% | 0.032% | |
11/13/2023 | PNC Financial Services Group Inc. | 10,494 | $88K | 0.0% | -35.0% | 0.019% | |
11/9/2023 | Karpus Management Inc. | 2,920,164 | $24.35M | 0.8% | -2.8% | 5.277% | |
11/9/2023 | UBS Group AG | 1,074,811 | $8.96M | 0.0% | -3.9% | 1.942% | |
11/8/2023 | Sheaff Brock Investment Advisors LLC | 16,000 | $133K | 0.0% | -20.0% | 0.029% | |
11/8/2023 | Van ECK Associates Corp | 365,395 | $3.05M | 0.0% | -2.4% | 0.660% | |
11/8/2023 | Landscape Capital Management L.L.C. | 34,339 | $286K | 0.0% | +44.9% | 0.062% | |
11/8/2023 | Oppenheimer & Co. Inc. | 10,266 | $86K | 0.0% | N/A | 0.019% | |
11/2/2023 | JFS Wealth Advisors LLC | 252,271 | $2.10M | 0.2% | -0.7% | 0.456% | |
10/30/2023 | Melfa Wealth Management LLC | 31,158 | $260K | 0.3% | -12.3% | 0.056% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 275,261 | $2.30M | 0.1% | +22.4% | 0.497% | |
10/26/2023 | Advisor Partners II LLC | 118,349 | $987K | 0.0% | N/A | 0.214% | |
10/24/2023 | Raymond James & Associates | 82,430 | $687K | 0.0% | +54.2% | 0.149% | |
10/23/2023 | Commonwealth Equity Services LLC | 93,806 | $782K | 0.0% | +33.0% | 0.170% | |
10/16/2023 | Riverbridge Partners LLC | 57,493 | $479K | 0.0% | +8.1% | 0.104% | |
10/16/2023 | Capital Investment Advisors LLC | 151,406 | $1.26M | 0.0% | +13.7% | 0.274% | |
10/10/2023 | Wealth Alliance Advisory Group LLC | 69,806 | $582K | 0.2% | +25.0% | 0.126% | |
8/15/2023 | Rivernorth Capital Management LLC | 790,303 | $7.45M | 0.4% | +40.4% | 1.428% | |
8/11/2023 | Karpus Management Inc. | 3,003,817 | $28.33M | 0.9% | -0.5% | 5.428% | |
8/11/2023 | Landscape Capital Management L.L.C. | 23,697 | $223K | 0.0% | +57.2% | 0.043% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 10,024 | $95K | 0.0% | N/A | 0.018% | |
8/11/2023 | Guggenheim Capital LLC | 740,343 | $6.98M | 0.1% | -3.7% | 1.338% | |
8/10/2023 | Private Advisor Group LLC | 12,460 | $117K | 0.0% | -15.9% | 0.023% | |
8/10/2023 | Moors & Cabot Inc. | 10,779 | $102K | 0.0% | N/A | 0.019% | |
8/10/2023 | Sit Investment Associates Inc. | 2,140,920 | $20.19M | 0.5% | +6.0% | 3.869% | |
8/9/2023 | Robinson Capital Management LLC | 198,944 | $1.89M | 0.8% | +5.7% | 0.359% | |
8/8/2023 | Prospera Financial Services Inc | 16,541 | $156K | 0.0% | -6.6% | 0.030% | |
8/7/2023 | Wolverine Asset Management LLC | 3,250 | $31K | 0.0% | N/A | 0.006% | |
8/3/2023 | Van ECK Associates Corp | 374,479 | $3.53M | 0.0% | +4.8% | 0.677% | |
8/1/2023 | Merit Financial Group LLC | 30,347 | $286K | 0.0% | N/A | 0.055% | |
7/31/2023 | LPL Financial LLC | 181,200 | $1.71M | 0.0% | +13.7% | 0.327% | |
7/27/2023 | Virtu Financial LLC | 17,815 | $168K | 0.0% | N/A | 0.032% | |
7/27/2023 | Compass Wealth Management LLC | 7,721 | $73K | 0.0% | N/A | 0.014% | |
7/26/2023 | Riverbridge Partners LLC | 53,207 | $502K | 0.0% | -7.9% | 0.096% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 17,296 | $163K | 0.0% | -7.7% | 0.031% | |
7/25/2023 | Raymond James & Associates | 53,473 | $504K | 0.0% | -43.7% | 0.097% | |
7/17/2023 | Wealthcare Advisory Partners LLC | 12,875 | $121K | 0.0% | N/A | 0.023% | |
7/13/2023 | Wealth Alliance Advisory Group LLC | 55,856 | $527K | 0.2% | -17.7% | 0.101% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 43,534 | $411K | 0.0% | +25.5% | 0.079% | |
7/11/2023 | Capital Investment Advisors LLC | 133,176 | $1.26M | 0.0% | +10.4% | 0.241% | |
5/11/2023 | Karpus Management Inc. | 3,018,274 | $29.94M | 0.9% | -0.7% | 5.454% | |
5/11/2023 | Bramshill Investments LLC | 1,743,086 | $17.29M | 2.1% | -1.3% | 3.150% | |
5/11/2023 | BOKF NA | 43,500 | $432K | 0.0% | -4.4% | 0.079% | |
5/11/2023 | Guggenheim Capital LLC | 768,492 | $7.62M | 0.1% | -39.8% | 1.389% | |
5/10/2023 | Landscape Capital Management L.L.C. | 15,074 | $150K | 0.0% | -29.5% | 0.027% | |
5/4/2023 | Edge Capital Group LLC | 26,667 | $265K | 0.0% | +22.7% | 0.048% | |
5/4/2023 | Beverly Hills Private Wealth LLC | 14,417 | $143K | 0.0% | N/A | 0.026% | |
5/3/2023 | Van ECK Associates Corp | 357,495 | $3.55M | 0.0% | +17.3% | 0.646% | |
4/20/2023 | Hennion & Walsh Asset Management Inc. | 74,841 | $742K | 0.0% | N/A | 0.135% | |
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4/20/2023 | Institute for Wealth Management LLC. | 15,400 | $153K | 0.0% | N/A | 0.028% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 18,738 | $186K | 0.0% | -20.0% | 0.034% | |
4/14/2023 | Raymond James & Associates | 94,907 | $941K | 0.0% | +8.1% | 0.171% | |
4/10/2023 | Capital Investment Advisors LLC | 120,676 | $1.20M | 0.0% | +23.4% | 0.218% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 15,250 | $151K | 0.0% | +21.5% | 0.028% | |
3/6/2023 | Rockefeller Capital Management L.P. | 58,057 | $574K | 0.0% | +34.8% | 0.105% | |
2/13/2023 | Smith Moore & CO. | 81,714 | $809K | 0.1% | +2.1% | 0.148% | |
2/10/2023 | CoreCap Advisors LLC | 5,554 | $55K | 0.0% | N/A | 0.010% | |
2/10/2023 | XML Financial LLC | 11,880 | $118K | 0.0% | -7.9% | 0.021% | |
2/10/2023 | Sit Investment Associates Inc. | 1,905,863 | $18.87M | 0.5% | +22.2% | 3.444% | |