5/29/2024 | Pathway Financial Advisers LLC | 97,692 | $2.17M | 0.8% | N/A | 0.277% | |
5/21/2024 | Delphi Management Inc. MA | 37,282 | $828K | 0.6% | -11.5% | 0.106% | |
5/15/2024 | Energy Income Partners LLC | 2,011,618 | $44.66M | 0.9% | -3.4% | 5.710% | |
5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 20,000 | $444K | 0.0% | -20.0% | 0.057% | |
5/10/2024 | Acadian Asset Management LLC | 35,718 | $792K | 0.0% | -34.5% | 0.101% | |
5/3/2024 | GSA Capital Partners LLP | 38,427 | $853K | 0.1% | +10.7% | 0.109% | |
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5/1/2024 | BNP Paribas Financial Markets | 34,650 | $769K | 0.0% | -5.0% | 0.098% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 569,693 | $12.66M | 0.0% | -1.5% | 1.617% | |
4/15/2024 | Future Financial Wealth Managment LLC | 3,500 | $78K | 0.1% | N/A | 0.010% | |
2/13/2024 | Tower Research Capital LLC TRC | 1,237 | $27K | 0.0% | N/A | 0.004% | |
2/12/2024 | Hilltop Holdings Inc. | 27,229 | $590K | 0.1% | +3.4% | 0.077% | |
2/9/2024 | Clearbridge Investments LLC | 422,835 | $9.15M | 0.0% | -9.7% | 1.200% | |
2/9/2024 | UBS Group AG | 538,504 | $11.66M | 0.0% | +0.2% | 1.529% | |
2/8/2024 | Texas Capital Bank Wealth Management Services Inc | 25,000 | $541K | 0.1% | +25.0% | 0.071% | |
2/7/2024 | BNP Paribas Financial Markets | 36,477 | $790K | 0.0% | -39.8% | 0.104% | |
2/6/2024 | Apollon Wealth Management LLC | 12,294 | $266K | 0.0% | +14.0% | 0.035% | |
2/2/2024 | Kovack Advisors Inc. | 12,075 | $261K | 0.0% | N/A | 0.034% | |
1/25/2024 | International Assets Investment Management LLC | 31,652 | $685K | 0.0% | +2,065.0% | 0.090% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 578,308 | $12.52M | 0.0% | -2.8% | 1.642% | |
1/24/2024 | International Assets Investment Management LLC | 31,652 | $685K | 0.0% | +2,065.0% | 0.090% | |
1/16/2024 | Raymond James & Associates | 20,043 | $434K | 0.0% | +43.2% | 0.057% | |
11/14/2023 | Samalin Investment Counsel LLC | 10,015 | $218K | 0.1% | N/A | 0.028% | |
11/13/2023 | Mariner LLC | 21,186 | $461K | 0.0% | -10.3% | 0.060% | |
11/13/2023 | Clearbridge Investments LLC | 468,277 | $10.19M | 0.0% | -0.8% | 1.329% | |
11/13/2023 | Acadian Asset Management LLC | 72,902 | $1.58M | 0.0% | -22.0% | 0.207% | |
11/13/2023 | Invesco Ltd. | 5,256,014 | $114.32M | 0.0% | -3.5% | 14.919% | |
11/9/2023 | UBS Group AG | 537,225 | $11.69M | 0.0% | +9.3% | 1.525% | |
11/8/2023 | Pekin Hardy Strauss Inc. | 10,065 | $219K | 0.0% | -7.4% | 0.029% | |
10/30/2023 | Eagle Global Advisors LLC | 43,873 | $954K | 0.1% | +3.5% | 0.125% | |
10/26/2023 | Mirae Asset Global Investments Co. Ltd. | 595,137 | $12.94M | 0.0% | +4.4% | 1.690% | |
10/24/2023 | Raymond James & Associates | 14,000 | $304K | 0.0% | -30.2% | 0.040% | |
10/4/2023 | International Assets Investment Management LLC | 1,462 | $32K | 0.0% | N/A | 0.004% | |
8/28/2023 | Delphi Management Inc. MA | 41,934 | $910K | 1.0% | N/A | 0.119% | |
8/11/2023 | Clearbridge Investments LLC | 472,207 | $10.24M | 0.0% | -0.4% | 1.341% | |
8/9/2023 | BNP Paribas Arbitrage SNC | 89,098 | $1.93M | 0.0% | +150.7% | 0.253% | |
8/8/2023 | Pekin Hardy Strauss Inc. | 10,865 | $236K | 0.0% | -60.1% | 0.031% | |
8/4/2023 | Apollon Wealth Management LLC | 10,031 | $218K | 0.0% | N/A | 0.028% | |
8/2/2023 | Alpine Woods Capital Investors LLC | 21,390 | $464K | 0.1% | -21.0% | 0.061% | |
7/31/2023 | LPL Financial LLC | 28,477 | $618K | 0.0% | -21.0% | 0.081% | |
7/25/2023 | Raymond James & Associates | 20,059 | $435K | 0.0% | -47.4% | 0.057% | |
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7/14/2023 | Gilman Hill Asset Management LLC | 30,445 | $660K | 0.1% | N/A | 0.086% | |
5/12/2023 | Pinnacle Holdings LLC | 35,836 | $789K | 0.4% | +1.5% | 0.102% | |
5/12/2023 | Verdad Advisers LP | 44,100 | $971K | 2.0% | N/A | 0.125% | |
5/11/2023 | Acadian Asset Management LLC | 93,162 | $2.05M | 0.0% | -37.2% | 0.265% | |
5/11/2023 | NBW Capital LLC | 40,224 | $885K | 0.2% | -6.8% | 0.114% | |
5/8/2023 | Pekin Hardy Strauss Inc. | 27,250 | $600K | 0.1% | -9.6% | 0.077% | |
5/4/2023 | Mirae Asset Global Investments Co. Ltd. | 569,693 | $12.54M | 0.0% | +3.6% | 1.618% | |
4/27/2023 | Simplicity Solutions LLC | 11,331 | $249K | 0.0% | N/A | 0.032% | |
4/19/2023 | International Assets Investment Management LLC | 1,462 | $32K | 0.0% | N/A | 0.004% | |
4/14/2023 | Raymond James & Associates | 38,135 | $839K | 0.0% | +93.5% | 0.108% | |
2/15/2023 | Energy Income Partners LLC | 2,480,730 | $58.30M | 1.3% | -0.9% | 7.043% | |
2/13/2023 | Pekin Hardy Strauss Inc. | 30,150 | $709K | 0.1% | -7.7% | 0.086% | |
2/13/2023 | Tortoise Capital Advisors L.L.C. | 132,811 | $3.12M | 0.0% | -5.7% | 0.377% | |
2/13/2023 | GSA Capital Partners LLP | 38,139 | $896K | 0.1% | +72.2% | 0.108% | |
2/13/2023 | ING Groep NV | 10,000 | $235K | 0.0% | N/A | 0.028% | |
2/10/2023 | Clearbridge Investments LLC | 473,897 | $11.14M | 0.0% | +0.5% | 1.346% | |
2/9/2023 | Mirae Asset Global Investments Co. Ltd. | 550,049 | $12.93M | 0.0% | +4.1% | 1.562% | |
2/8/2023 | UBS Group AG | 439,265 | $10.32M | 0.0% | -0.7% | 1.247% | |
2/7/2023 | LPL Financial LLC | 33,769 | $794K | 0.0% | -1.7% | 0.096% | |
1/31/2023 | AE Wealth Management LLC | 14,652 | $344K | 0.0% | N/A | 0.042% | |
1/23/2023 | Arkfeld Wealth Strategies L.L.C. | 65,161 | $1.55M | 1.0% | -3.0% | 0.185% | |
11/14/2022 | Energy Income Partners LLC | 2,502,560 | $53.81M | 1.3% | -2.9% | 7.107% | |
11/10/2022 | UBS Group AG | 442,517 | $9.52M | 0.0% | +49.6% | 1.257% | |
11/3/2022 | NBW Capital LLC | 42,982 | $924K | 0.2% | +1.6% | 0.122% | |
10/28/2022 | Tiedemann Advisors LLC | 50,969 | $1.10M | 0.1% | +27.8% | 0.145% | |
10/25/2022 | Raymond James & Associates | 14,100 | $303K | 0.0% | -69.6% | 0.040% | |
8/12/2022 | BNP Paribas Arbitrage SA | 49,522 | $1.23M | 0.0% | -17.9% | 0.141% | |
8/11/2022 | Clearbridge Investments LLC | 472,597 | $11.77M | 0.0% | -0.7% | 1.342% | |
8/11/2022 | Pinnacle Holdings LLC | 34,639 | $863K | 0.4% | +181.5% | 0.098% | |
8/11/2022 | UBS Group AG | 295,812 | $7.37M | 0.0% | +12.5% | 0.840% | |
8/11/2022 | Bank of Montreal Can | 66,295 | $1.68M | 0.0% | -24.0% | 0.188% | |
8/10/2022 | Tortoise Capital Advisors L.L.C. | 140,885 | $3.51M | 0.1% | -0.9% | 0.400% | |
8/5/2022 | Pekin Hardy Strauss Inc. | 28,150 | $701K | 0.1% | +258.6% | 0.080% | |
8/3/2022 | Janney Montgomery Scott LLC | 9,600 | $243K | 0.0% | +5.3% | 0.027% | |
8/1/2022 | NBW Capital LLC | 42,316 | $1.05M | 0.3% | -18.2% | 0.120% | |
7/27/2022 | Bourgeon Capital Management LLC | 6,500 | $162K | 0.0% | +18.2% | 0.018% | |
7/13/2022 | Private Advisor Group LLC | 10,300 | $257K | 0.0% | +10.8% | 0.029% | |
6/2/2022 | Mirae Asset Global Investments Co. Ltd. | 499,133 | $13.52M | 0.0% | -7.3% | 1.418% | |
5/13/2022 | Pekin Hardy Strauss Inc. | 7,850 | $213K | 0.0% | N/A | 0.022% | |
5/12/2022 | Acadian Asset Management LLC | 181,722 | $4.91M | 0.0% | +1.1% | 0.516% | |
5/11/2022 | GSA Capital Partners LLP | 14,812 | $401K | 0.1% | -56.8% | 0.042% | |
5/10/2022 | Mirae Asset Global Investments Co. Ltd. | 499,133 | $13.52M | 0.0% | -7.3% | 1.417% | |
5/4/2022 | Advisor Group Holdings Inc. | 38,970 | $1.06M | 0.0% | -2.1% | 0.111% | |
5/4/2022 | Arkfeld Wealth Strategies L.L.C. | 67,232 | $1.86M | 1.2% | +1.5% | 0.191% | |
5/4/2022 | NBW Capital LLC | 51,727 | $1.40M | 0.3% | -3.7% | 0.147% | |
5/3/2022 | Bourgeon Capital Management LLC | 5,500 | $149K | 0.0% | -47.6% | 0.016% | |
4/20/2022 | Eagle Global Advisors LLC | 42,373 | $1.15M | 0.1% | +4.3% | 0.120% | |
2/16/2022 | Northern Oak Wealth Management Inc. | 8,000 | $215K | 0.0% | -7.0% | 0.023% | |
2/15/2022 | Delphi Management Inc. MA | 39,052 | $1.05M | 1.0% | +6.4% | 0.111% | |
2/14/2022 | Energy Income Partners LLC | 2,456,905 | $65.99M | 1.6% | -7.4% | 6.977% | |
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2/14/2022 | GSA Capital Partners LLP | 34,287 | $921K | 0.1% | -3.1% | 0.097% | |
2/14/2022 | Rockefeller Capital Management L.P. | 5,122 | $137K | 0.0% | -76.9% | 0.015% | |
2/14/2022 | Hilltop Holdings Inc. | 18,036 | $484K | 0.1% | +9.0% | 0.051% | |
2/14/2022 | Invesco Ltd. | 5,834,104 | $156.70M | 0.0% | +7.8% | 16.568% | |
2/10/2022 | Acadian Asset Management LLC | 179,710 | $4.82M | 0.0% | +13.2% | 0.510% | |
2/9/2022 | BNP Paribas Arbitrage SA | 20,127 | $541K | 0.0% | N/A | 0.057% | |
2/9/2022 | Geneos Wealth Management Inc. | 8,708 | $233K | 0.0% | +5.0% | 0.025% | |
2/8/2022 | Bank of America Corp DE | 319,283 | $8.58M | 0.0% | +247.8% | 0.907% | |
2/8/2022 | Raymond James & Associates | 12,046 | $324K | 0.0% | N/A | 0.034% | |
2/8/2022 | Mirae Asset Global Investments Co. Ltd. | 538,174 | $14.46M | 0.0% | +3.3% | 1.528% | |