2/18/2025 | Focus Partners Advisor Solutions LLC | 49,156 | $430K | 0.0% | N/A | 0.000% | |
2/17/2025 | Nuveen Asset Management LLC | 43,232 | $378K | 0.0% | +7.5% | 0.000% | |
2/17/2025 | CF Capital LLC | 55,000 | $481K | 0.5% | N/A | 0.000% | |
2/17/2025 | Bank of America Corp DE | 532,612 | $4.66M | 0.0% | +8.7% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 53,616 | $469K | 0.0% | -6.8% | 0.000% | |
2/14/2025 | MGO One Seven LLC | 18,390 | $161K | 0.0% | N/A | 0.000% | |
2/14/2025 | Stifel Financial Corp | 166,862 | $1.46M | 0.0% | +8.1% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 938,622 | $8.20M | 0.1% | +32.0% | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 64,363 | $563K | 0.0% | -39.3% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 131,468 | $1.15M | 0.0% | N/A | 0.000% | |
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2/13/2025 | Bank of Montreal Can | 27,584 | $241K | 0.0% | +4.6% | 0.000% | |
2/13/2025 | Wedbush Securities Inc. | 12,800 | $112K | 0.0% | N/A | 0.000% | |
2/13/2025 | Sit Investment Associates Inc. | 639,093 | $5.59M | 0.1% | +1.6% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 294,978 | $2.58M | 0.0% | -20.7% | 0.000% | |
2/13/2025 | Smith Moore & CO. | 116,150 | $1.02M | 0.1% | +50.8% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 14,019 | $123K | 0.0% | N/A | 0.000% | |
2/12/2025 | World Investment Advisors | 106,862 | $934K | 0.0% | -1.5% | 0.000% | |
2/11/2025 | LPL Financial LLC | 375,183 | $3.28M | 0.0% | +1,054.8% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 52,001 | $454K | 0.0% | N/A | 0.000% | |
2/7/2025 | Independent Advisor Alliance | 86,032 | $752K | 0.0% | N/A | 0.000% | |
2/7/2025 | Permanent Capital Management LP | 10,728 | $94K | 0.0% | N/A | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 131,468 | $1.15M | 0.0% | N/A | 0.000% | |
2/4/2025 | Bank of New York Mellon Corp | 55,296 | $483K | 0.0% | -40.8% | 0.000% | |
1/31/2025 | Robinson Capital Management LLC | 1,224,564 | $10.70M | 4.3% | +9.9% | 0.000% | |
1/29/2025 | Van ECK Associates Corp | 329,749 | $2.88M | 0.0% | +3.4% | 0.000% | |
1/29/2025 | Indiana Trust & Investment Management Co | 123,303 | $1.08M | 0.4% | +1.8% | 0.000% | |
1/24/2025 | Absolute Investment Advisers LLC | 72,100 | $630K | 0.1% | N/A | 0.000% | |
1/21/2025 | Geneos Wealth Management Inc. | 10,317 | $90K | 0.0% | +37.2% | 0.000% | |
1/17/2025 | Madison Park Capital Advisors LLC | 41,492 | $363K | 0.3% | +31.9% | 0.000% | |
1/17/2025 | Dakota Wealth Management | 15,700 | $137K | 0.0% | -11.3% | 0.000% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 738,830 | $6.46M | 0.3% | -21.1% | 0.000% | |
12/3/2024 | Rivernorth Capital Management LLC | 1,399,144 | $13.03M | 0.6% | -1.9% | 0.000% | |
11/25/2024 | World Investment Advisors LLC | 108,462 | $1.01M | 0.0% | +84.9% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 154,291 | $1.44M | 0.0% | +58.4% | 0.000% | |
11/15/2024 | Rivernorth Capital Management LLC | 1,399,144 | $13.03M | 0.6% | -1.9% | 0.000% | |
11/15/2024 | Integrated Wealth Concepts LLC | 10,000 | $93K | 0.0% | N/A | 0.000% | |
11/15/2024 | FSA Wealth Management LLC | 3,000 | $28K | 0.0% | N/A | 0.000% | |
11/14/2024 | Rockefeller Capital Management L.P. | 106,003 | $987K | 0.0% | -5.3% | 0.000% | |
11/12/2024 | Larson Financial Group LLC | 11,300 | $105K | 0.0% | +232.4% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 204,041 | $1.90M | 0.0% | +65.3% | 0.000% | |
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11/1/2024 | Fiera Capital Corp | 380,197 | $3.54M | 0.0% | -3.4% | 0.000% | |
10/30/2024 | Moloney Securities Asset Management LLC | 12,450 | $116K | 0.0% | N/A | 0.000% | |
10/29/2024 | Van ECK Associates Corp | 318,910 | $2.83M | 0.0% | -2.3% | 0.000% | |
10/25/2024 | Fortitude Family Office LLC | 5,816 | $54K | 0.0% | +66.2% | 0.000% | |
10/23/2024 | Dakota Wealth Management | 17,700 | $165K | 0.0% | -66.5% | 0.000% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 936,552 | $8.72M | 0.4% | -0.6% | 0.000% | |
10/21/2024 | Bayshore Asset Management LLC | 48,001 | $447K | 0.2% | N/A | 0.000% | |
10/19/2024 | Madison Park Capital Advisors LLC | 31,464 | $293K | 0.2% | +19.0% | 0.000% | |
10/16/2024 | Indiana Trust & Investment Management Co | 121,091 | $1.13M | 0.4% | +1.2% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 216,073 | $1.78M | 0.0% | N/A | 0.000% | |
8/16/2024 | Quarry LP | 36,900 | $327K | 0.1% | N/A | 0.000% | |
8/15/2024 | Logan Stone Capital LLC | 308,222 | $2.73M | 0.7% | -52.7% | 0.000% | |
8/12/2024 | XTX Topco Ltd | 11,900 | $106K | 0.0% | N/A | 0.000% | |
8/2/2024 | Larson Financial Group LLC | 3,400 | $30K | 0.0% | N/A | 0.000% | |
8/2/2024 | Simon Quick Advisors LLC | 12,059 | $107K | 0.0% | -32.8% | 0.000% | |
8/1/2024 | Fiera Capital Corp | 393,387 | $3.49M | 0.0% | -31.1% | 0.000% | |
7/31/2024 | Van ECK Associates Corp | 326,380 | $2.90M | 0.0% | -8.1% | 0.000% | |
7/31/2024 | Rothschild Investment LLC | 81,366 | $722K | 0.1% | N/A | 0.000% | |
7/30/2024 | Matisse Capital | 11,023 | $98K | 0.0% | N/A | 0.000% | |
7/26/2024 | Bank of New York Mellon Corp | 93,409 | $829K | 0.0% | +2.2% | 0.000% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 942,260 | $8.36M | 0.4% | +6.0% | 0.000% | |
7/15/2024 | Melfa Wealth Management Inc. | 85,450 | $758K | 0.5% | +1.5% | 0.000% | |
7/10/2024 | Fortitude Family Office LLC | 3,500 | $31K | 0.0% | -52.1% | 0.000% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 35,130 | $312K | 0.0% | +9.3% | 0.000% | |
5/15/2024 | BOKF NA | 22,000 | $186K | 0.0% | -31.3% | 0.000% | |
5/14/2024 | Robinson Capital Management LLC | 934,299 | $7.79M | 2.8% | +33.7% | 0.000% | |
5/14/2024 | Karpus Management Inc. | 1,126,168 | $9.57M | 0.3% | +19.5% | 0.000% | |
4/30/2024 | Van ECK Associates Corp | 355,011 | $3.02M | 0.0% | +5.4% | 0.799% | |
4/24/2024 | Ackerman Capital Advisors LLC | 78,412 | $667K | 0.2% | +167.0% | 0.177% | |
4/23/2024 | Summit Trail Advisors LLC | 12,688 | $108K | 0.0% | -16.1% | 0.029% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 889,294 | $7.56M | 0.4% | +23.1% | 2.002% | |
4/16/2024 | Financial Management Professionals Inc. | 3,333 | $28K | 0.0% | N/A | 0.008% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 32,130 | $273K | 0.0% | +51.0% | 0.072% | |
2/13/2024 | Karpus Management Inc. | 942,137 | $7.96M | 0.2% | +18.5% | 2.121% | |
2/13/2024 | Aristides Capital LLC | 15,031 | $127K | 0.0% | N/A | 0.034% | |
2/12/2024 | Weiss Asset Management LP | 29,085 | $246K | 0.0% | N/A | 0.065% | |
2/8/2024 | Fiera Capital Corp | 735,159 | $6.21M | 0.0% | +8.6% | 1.655% | |
1/16/2024 | Kingswood Wealth Advisors LLC | 21,280 | $180K | 0.0% | N/A | 0.048% | |
1/12/2024 | Fortitude Family Office LLC | 7,300 | $62K | 0.0% | N/A | 0.016% | |
11/14/2023 | AQR Arbitrage LLC | 345,205 | $2.56M | 0.1% | +94.7% | 0.777% | |
11/14/2023 | Robinson Capital Management LLC | 595,030 | $4.43M | 2.0% | +45.5% | 1.340% | |
11/13/2023 | Wolverine Asset Management LLC | 49,728 | $368K | 0.0% | +227.0% | 0.112% | |
11/13/2023 | PNC Financial Services Group Inc. | 110,000 | $815K | 0.0% | -5.4% | 0.248% | |
11/9/2023 | UBS Group AG | 817,037 | $6.05M | 0.0% | -2.2% | 1.840% | |
10/24/2023 | Simon Quick Advisors LLC | 14,970 | $111K | 0.0% | N/A | 0.034% | |
10/17/2023 | Avior Wealth Management LLC | 4,418 | $33K | 0.0% | N/A | 0.010% | |
8/15/2023 | Rivernorth Capital Management LLC | 909,001 | $7.65M | 0.4% | +35.1% | 2.047% | |
8/11/2023 | Karpus Management Inc. | 792,306 | $6.66M | 0.2% | -3.0% | 1.784% | |
8/11/2023 | Smith Moore & CO. | 95,505 | $803K | 0.1% | -6.4% | 0.215% | |
8/11/2023 | Landscape Capital Management L.L.C. | 20,959 | $176K | 0.0% | +64.4% | 0.047% | |
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8/11/2023 | Financial Engines Advisors L.L.C. | 10,715 | $90K | 0.0% | N/A | 0.024% | |
8/11/2023 | Guggenheim Capital LLC | 564,321 | $4.75M | 0.0% | -13.9% | 1.271% | |
8/10/2023 | Sit Investment Associates Inc. | 1,468,377 | $12.35M | 0.3% | +0.3% | 3.306% | |
8/9/2023 | Fiera Capital Corp | 661,704 | $5.57M | 0.0% | +15.4% | 1.490% | |
8/9/2023 | Robinson Capital Management LLC | 408,969 | $3.46M | 1.5% | +27.7% | 0.921% | |
8/7/2023 | Wolverine Asset Management LLC | 15,207 | $128K | 0.0% | N/A | 0.034% | |
8/3/2023 | Van ECK Associates Corp | 299,274 | $2.52M | 0.0% | +4.7% | 0.674% | |
8/2/2023 | Bank of Montreal Can | 41,448 | $404K | 0.0% | N/A | 0.093% | |
8/1/2023 | Merit Financial Group LLC | 25,341 | $213K | 0.0% | N/A | 0.057% | |
8/1/2023 | Choate Investment Advisors | 19,814 | $167K | 0.0% | -31.2% | 0.045% | |