5/24/2024 | Cetera Advisors LLC | 7,367 | $343K | 0.0% | N/A | 0.031% | |
5/10/2024 | Cornerstone Advisors LLC | 354,108 | $16.47M | 0.7% | +6.4% | 1.477% | |
5/10/2024 | City of London Investment Management Co. Ltd. | 4,952 | $230K | 0.0% | -75.2% | 0.021% | |
5/2/2024 | BNP Paribas | 750 | $35K | 0.0% | N/A | 0.003% | |
5/1/2024 | Janney Montgomery Scott LLC | 10,523 | $489K | 0.0% | -2.2% | 0.044% | |
5/1/2024 | Matisse Capital | 5,300 | $247K | 0.1% | N/A | 0.022% | |
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4/30/2024 | Allspring Global Investments Holdings LLC | 730,417 | $33.97M | 0.1% | +5.5% | 3.047% | |
4/30/2024 | Commonwealth Equity Services LLC | 23,017 | $1.07M | 0.0% | -2.5% | 0.096% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 651,080 | $30.28M | 6.5% | +3.2% | 2.716% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 730,417 | $33.97M | 0.1% | +5.5% | 3.047% | |
4/16/2024 | Overbrook Management Corp | 56,741 | $2.64M | 0.7% | -9.3% | 0.237% | |
4/11/2024 | Salem Investment Counselors Inc. | 24,006 | $1.12M | 0.0% | +3.9% | 0.100% | |
4/10/2024 | Park Avenue Securities LLC | 28,013 | $1.30M | 0.0% | -30.1% | 0.117% | |
2/13/2024 | Epoch Investment Partners Inc. | 43,251 | $1.86M | 0.0% | +111.6% | 0.180% | |
2/13/2024 | Karpus Management Inc. | 25,010 | $1.07M | 0.0% | -7.4% | 0.104% | |
2/13/2024 | Quantedge Capital Pte Ltd | 25,667 | $1.10M | 0.5% | -2.7% | 0.107% | |
2/13/2024 | 1607 Capital Partners LLC | 916,865 | $39.38M | 2.8% | -3.3% | 3.825% | |
2/9/2024 | City of London Investment Management Co. Ltd. | 19,988 | $858K | 0.1% | -29.7% | 0.083% | |
2/9/2024 | Cornerstone Advisors LLC | 332,918 | $14.30M | 0.6% | +7.6% | 1.389% | |
2/8/2024 | Janney Montgomery Scott LLC | 10,760 | $462K | 0.0% | +56.1% | 0.045% | |
2/7/2024 | Shaker Financial Services LLC | 55,335 | $2.38M | 1.0% | -54.6% | 0.231% | |
2/6/2024 | Levin Capital Strategies L.P. | 104,858 | $4.50M | 0.5% | +1.6% | 0.437% | |
2/2/2024 | Overbrook Management Corp | 62,582 | $2.69M | 0.5% | -11.3% | 0.261% | |
2/1/2024 | Wolverine Asset Management LLC | 5,573 | $239K | 0.0% | -87.4% | 0.023% | |
1/31/2024 | Mraz Amerine & Associates Inc. | 34,643 | $1.49M | 0.3% | -6.6% | 0.145% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 692,546 | $29.75M | 0.0% | +22.1% | 2.889% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 630,734 | $27.09M | 6.5% | -0.6% | 2.631% | |
1/24/2024 | Stratos Wealth Partners LTD. | 4,926 | $212K | 0.0% | -42.8% | 0.021% | |
1/12/2024 | Stolper Co | 5,779 | $248K | 0.1% | +5.0% | 0.024% | |
1/2/2024 | Neville Rodie & Shaw Inc. | 27,517 | $1.18M | 0.1% | -2.9% | 0.115% | |
11/21/2023 | Almitas Capital LLC | 119,406 | $4.66M | 2.2% | +8.7% | 0.498% | |
11/15/2023 | 1607 Capital Partners LLC | 948,526 | $39.02M | 2.9% | -1.1% | 3.957% | |
11/14/2023 | Lazard Asset Management LLC | 1,304,519 | $53.67M | 0.1% | -0.7% | 5.442% | |
11/14/2023 | AQR Arbitrage LLC | 59,684 | $2.46M | 0.1% | +185.1% | 0.249% | |
11/14/2023 | Saba Capital Management L.P. | 510,885 | $21.02M | 0.5% | -26.3% | 2.131% | |
11/14/2023 | Thomas J. Herzfeld Advisors Inc. | 78,942 | $3.25M | 1.3% | -4.0% | 0.329% | |
11/13/2023 | Wolverine Asset Management LLC | 44,373 | $1.83M | 0.0% | +5.0% | 0.185% | |
11/13/2023 | Mraz Amerine & Associates Inc. | 37,092 | $1.53M | 0.3% | -18.1% | 0.155% | |
11/9/2023 | City of London Investment Management Co. Ltd. | 28,448 | $1.17M | 0.1% | +96.2% | 0.119% | |
11/9/2023 | Cornerstone Advisors LLC | 309,387 | $12.73M | 0.6% | -0.6% | 1.291% | |
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11/9/2023 | Kayne Anderson Capital Advisors LP | 13,700 | $564K | 0.0% | N/A | 0.057% | |
11/8/2023 | HighTower Advisors LLC | 20,847 | $858K | 0.0% | +17.3% | 0.087% | |
11/8/2023 | Pathstone Family Office LLC | 8,071 | $332K | 0.0% | N/A | 0.034% | |
11/8/2023 | Janney Montgomery Scott LLC | 6,892 | $284K | 0.0% | +6.8% | 0.029% | |
11/8/2023 | Landscape Capital Management L.L.C. | 8,245 | $339K | 0.0% | +16.9% | 0.034% | |
11/7/2023 | Atlas Wealth LLC | 370,209 | $15.23M | 2.8% | -0.2% | 1.544% | |
11/6/2023 | Authentikos Wealth Advisory LLC | 1,239 | $51K | 0.0% | N/A | 0.005% | |
11/2/2023 | Shaker Financial Services LLC | 121,842 | $5.01M | 2.3% | +4.2% | 0.508% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 634,708 | $26.11M | 7.0% | +1.3% | 2.648% | |
10/30/2023 | Peoples Bank KS | 859 | $35K | 0.0% | N/A | 0.004% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 567,265 | $23.34M | 0.0% | +7.1% | 2.367% | |
10/26/2023 | Park Avenue Securities LLC | 28,774 | $1.18M | 0.0% | -3.5% | 0.120% | |
10/26/2023 | Advisor Partners II LLC | 71,725 | $2.95M | 0.1% | N/A | 0.299% | |
10/24/2023 | Raymond James & Associates | 7,660 | $315K | 0.0% | -8.5% | 0.032% | |
10/23/2023 | Commonwealth Equity Services LLC | 51,011 | $2.10M | 0.0% | +3.0% | 0.213% | |
10/4/2023 | Salem Investment Counselors Inc. | 23,116 | $951K | 0.0% | +1,054.6% | 0.096% | |
8/16/2023 | Thomas J. Herzfeld Advisors Inc. | 82,242 | $3.43M | 1.4% | +22.3% | 0.343% | |
8/15/2023 | Bulldog Investors LLP | 324,541 | $13.54M | 4.5% | -2.1% | 1.354% | |
8/15/2023 | Cohen & Steers Inc. | 110,748 | $4.62M | 0.0% | +21.7% | 0.462% | |
8/11/2023 | Overbrook Management Corp | 81,719 | $3.41M | 0.8% | -0.7% | 0.341% | |
8/11/2023 | Epoch Investment Partners Inc. | 20,438 | $853K | 0.0% | N/A | 0.085% | |
8/11/2023 | Cornerstone Advisors LLC | 311,287 | $12.99M | 0.6% | -1.2% | 1.299% | |
8/11/2023 | City of London Investment Management Co. Ltd. | 14,496 | $605K | 0.0% | -17.1% | 0.060% | |
8/11/2023 | Landscape Capital Management L.L.C. | 7,051 | $294K | 0.0% | +15.7% | 0.029% | |
8/11/2023 | Guggenheim Capital LLC | 17,199 | $718K | 0.0% | +27.3% | 0.072% | |
8/10/2023 | Commonwealth Equity Services LLC | 49,540 | $2.07M | 0.0% | +9.2% | 0.207% | |
8/8/2023 | Blue Bell Private Wealth Management LLC | 626,567 | $26.14M | 6.9% | +0.5% | 2.614% | |
8/7/2023 | Wolverine Asset Management LLC | 42,280 | $1.76M | 0.0% | -8.0% | 0.176% | |
8/7/2023 | Shaker Financial Services LLC | 116,895 | $4.88M | 2.1% | +9.9% | 0.488% | |
8/4/2023 | Envestnet Asset Management Inc. | 30,893 | $1.29M | 0.0% | -20.1% | 0.129% | |
7/27/2023 | Compass Wealth Management LLC | 4,848 | $202K | 0.1% | N/A | 0.020% | |
7/26/2023 | Janney Montgomery Scott LLC | 6,452 | $269K | 0.0% | -3.8% | 0.027% | |
7/25/2023 | Raymond James & Associates | 8,373 | $349K | 0.0% | +11.4% | 0.035% | |
7/24/2023 | Allspring Global Investments Holdings LLC | 529,582 | $22.09M | 0.0% | -3.3% | 2.209% | |
7/24/2023 | Schrum Private Wealth Management LLC | 5,062 | $211K | 0.2% | N/A | 0.021% | |
7/19/2023 | Salem Investment Counselors Inc. | 2,002 | $84K | 0.0% | N/A | 0.008% | |
7/18/2023 | Allspring Global Investments Holdings LLC | 529,582 | $22.09M | 0.0% | -3.3% | 2.209% | |
7/14/2023 | Park Avenue Securities LLC | 29,814 | $1.24M | 0.0% | -23.0% | 0.124% | |
5/15/2023 | Overbrook Management Corp | 82,319 | $3.20M | 0.8% | -6.3% | 0.343% | |
5/11/2023 | Karpus Management Inc. | 27,000 | $1.05M | 0.0% | -10.0% | 0.113% | |
5/11/2023 | Elequin Securities LLC | 4,442 | $173K | 0.1% | +12.4% | 0.019% | |
5/10/2023 | Landscape Capital Management L.L.C. | 6,093 | $237K | 0.0% | N/A | 0.025% | |
5/9/2023 | Spire Wealth Management | 5,062 | $197K | 0.0% | +8,939.3% | 0.021% | |
5/9/2023 | Atlas Wealth LLC | 377,803 | $14.70M | 2.9% | -1.4% | 1.576% | |
5/8/2023 | Shaker Financial Services LLC | 106,408 | $4.14M | 1.8% | -14.8% | 0.444% | |
5/8/2023 | Wolverine Asset Management LLC | 45,961 | $1.79M | 0.0% | +17.2% | 0.192% | |
5/8/2023 | Blue Bell Private Wealth Management LLC | 623,317 | $24.25M | 7.3% | -1.3% | 2.600% | |
5/3/2023 | Savant Capital LLC | 8,490 | $330K | 0.0% | N/A | 0.035% | |
4/28/2023 | Janney Montgomery Scott LLC | 6,708 | $261K | 0.0% | -10.6% | 0.028% | |
4/26/2023 | Integrated Capital Management Inc. | 16,725 | $131K | 0.1% | N/A | 0.070% | |
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4/20/2023 | Mraz Amerine & Associates Inc. | 50,134 | $1.95M | 0.5% | -18.3% | 0.206% | |
4/18/2023 | Park Avenue Securities LLC | 38,714 | $1.51M | 0.0% | -3.5% | 0.159% | |
4/14/2023 | Raymond James & Associates | 7,517 | $292K | 0.0% | -25.1% | 0.031% | |
4/13/2023 | Allspring Global Investments Holdings LLC | 547,390 | $21.30M | 0.0% | +4.9% | 2.247% | |
4/11/2023 | Stolper Co | 5,628 | $219K | 0.1% | -11.6% | 0.023% | |
2/15/2023 | Almitas Capital LLC | 83,198 | $3.01M | 1.4% | +185.8% | 0.341% | |
2/14/2023 | CSS LLC IL | 34,539 | $1.25M | 0.1% | +2.8% | 0.142% | |
2/14/2023 | Atlas Wealth LLC | 383,187 | $13.85M | 3.7% | N/A | 1.573% | |
2/9/2023 | Elequin Securities LLC | 3,953 | $143K | 0.0% | N/A | 0.016% | |
2/9/2023 | First Trust Advisors LP | 57,387 | $2.08M | 0.0% | -0.8% | 0.236% | |