4/26/2024 | Narwhal Capital Management | 485,602 | $10.23M | 1.0% | -8.9% | 0.000% | |
4/26/2024 | Riverbridge Partners LLC | 33,219 | $700K | 0.0% | N/A | 0.000% | |
4/25/2024 | Lindbrook Capital LLC | 2,000 | $42K | 0.0% | +100.0% | 0.000% | |
4/18/2024 | Successful Portfolios LLC | 22,607 | $476K | 0.3% | -4.2% | 0.000% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 231,219 | $4.87M | 0.3% | -18.2% | 0.000% | |
4/16/2024 | Maltin Wealth Management Inc. | 32,989 | $695K | 0.4% | N/A | 0.000% | |
|
4/16/2024 | Seed Wealth Management Inc. | 18,870 | $394K | 0.4% | -4.6% | 0.000% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 62,469 | $1.32M | 0.0% | +4.6% | 0.000% | |
4/10/2024 | LexAurum Advisors LLC | 61,524 | $1.30M | 0.3% | -17.9% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 17,000 | $354K | 0.0% | N/A | 0.000% | |
2/29/2024 | Tortoise Investment Management LLC | 32,328 | $672K | 0.1% | +176.3% | 0.000% | |
2/26/2024 | Virtu Financial LLC | 27,619 | $574K | 0.0% | -7.2% | 0.000% | |
2/23/2024 | Chicago Partners Investment Group LLC | 10,595 | $222K | 0.0% | -12.3% | 0.000% | |
2/14/2024 | Jacobi Capital Management LLC | 163,023 | $3.39M | 0.3% | +0.6% | 0.000% | |
2/14/2024 | Sentinel Trust Co. LBA | 242,735 | $5.05M | 0.7% | +45.3% | 0.000% | |
2/13/2024 | Karpus Management Inc. | 2,512,207 | $52.25M | 1.6% | +33.0% | 0.000% | |
2/13/2024 | 1607 Capital Partners LLC | 273,728 | $5.69M | 0.4% | +280.3% | 0.000% | |
2/12/2024 | Relative Value Partners Group LLC | 68,282 | $1.42M | 0.1% | N/A | 0.000% | |
2/12/2024 | Gridiron Partners LLC | 75,855 | $1.58M | 1.1% | N/A | 0.000% | |
2/12/2024 | Weiss Asset Management LP | 59,395 | $1.24M | 0.1% | N/A | 0.000% | |
2/12/2024 | Stifel Financial Corp | 485,447 | $10.10M | 0.0% | -8.8% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 156,355 | $3.25M | 0.0% | +18.8% | 0.000% | |
2/9/2024 | City of London Investment Management Co. Ltd. | 186,254 | $3.87M | 0.3% | N/A | 0.000% | |
2/9/2024 | Crewe Advisors LLC | 2,000 | $42K | 0.0% | N/A | 0.000% | |
2/9/2024 | UBS Group AG | 775,209 | $16.12M | 0.0% | -10.2% | 0.000% | |
2/8/2024 | TrinityPoint Wealth LLC | 27,271 | $567K | 0.1% | -22.5% | 0.000% | |
2/8/2024 | Tortoise Investment Management LLC | 32,328 | $688K | 0.1% | +176.3% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 42,412 | $882K | 0.0% | -21.7% | 0.000% | |
2/6/2024 | Merit Financial Group LLC | 522,468 | $10.87M | 0.3% | -1.8% | 0.000% | |
2/6/2024 | Eldridge Investment Advisors Inc. | 70,916 | $1.48M | 0.4% | N/A | 0.000% | |
2/5/2024 | Oder Investment Management LLC | 41,190 | $857K | 0.8% | -4.8% | 0.000% | |
2/5/2024 | Van ECK Associates Corp | 519,693 | $10.81M | 0.0% | +14.0% | 0.000% | |
2/5/2024 | Magnus Financial Group LLC | 15,231 | $317K | 0.0% | -17.8% | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 4,767 | $99K | 0.0% | -64.4% | 0.000% | |
1/31/2024 | Andrew Hill Investment Advisors Inc. | 26,502 | $551K | 0.6% | N/A | 0.000% | |
1/31/2024 | Waterfront Wealth Inc. | 118,892 | $2.47M | 0.7% | -3.5% | 0.000% | |
1/30/2024 | Tyche Wealth Partners LLC | 11,427 | $238K | 0.1% | N/A | 0.000% | |
1/30/2024 | Avior Wealth Management LLC | 12,806 | $266K | 0.0% | -14.3% | 0.000% | |
1/30/2024 | Beverly Hills Private Wealth LLC | 35,805 | $745K | 0.2% | N/A | 0.000% | |
1/26/2024 | Cerity Partners LLC | 228,075 | $4.74M | 0.0% | +16.5% | 0.000% | |
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1/25/2024 | Allspring Global Investments Holdings LLC | 1,109,028 | $23.07M | 0.0% | +4.7% | 0.000% | |
1/25/2024 | Walter & Keenan Wealth Management LLC IN ADV | 197,267 | $4.10M | 1.5% | -1.9% | 0.000% | |
1/25/2024 | Narwhal Capital Management | 533,223 | $11.09M | 1.2% | -2.2% | 0.000% | |
1/24/2024 | Stratos Wealth Partners LTD. | 16,955 | $353K | 0.0% | +28.9% | 0.000% | |
1/24/2024 | Seed Wealth Management Inc. | 19,770 | $411K | 0.4% | +50.3% | 0.000% | |
1/22/2024 | Covenant Asset Management LLC | 22,750 | $473K | 0.1% | +16.9% | 0.000% | |
1/22/2024 | Melfa Wealth Management LLC | 11,546 | $240K | 0.2% | N/A | 0.000% | |
1/19/2024 | Pinnacle Associates Ltd. | 57,064 | $1.19M | 0.0% | -3.3% | 0.000% | |
1/18/2024 | Successful Portfolios LLC | 23,607 | $491K | 0.4% | +4.4% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 59,027 | $1.23M | 0.0% | -41.3% | 0.000% | |
1/16/2024 | Raymond James & Associates | 116,289 | $2.42M | 0.0% | -28.6% | 0.000% | |
1/11/2024 | Edge Wealth Management LLC | 13,000 | $270K | 0.1% | N/A | 0.000% | |
1/11/2024 | Amplius Wealth Advisors LLC | 136,367 | $2.84M | 0.3% | -8.9% | 0.000% | |
1/11/2024 | LexAurum Advisors LLC | 74,958 | $1.56M | 0.4% | -4.9% | 0.000% | |
1/11/2024 | JGP Wealth Management LLC | 13,023 | $271K | 0.0% | N/A | 0.000% | |
1/8/2024 | Gill Capital Partners LLC | 88,342 | $1.84M | 0.8% | -57.1% | 0.000% | |
1/2/2024 | Anchor Investment Management LLC | 57,978 | $1.21M | 0.1% | N/A | 0.000% | |
11/24/2023 | EP Wealth Advisors LLC | 45,304 | $879K | 0.0% | N/A | 0.000% | |
11/21/2023 | Almitas Capital LLC | 33,400 | $648K | 0.3% | N/A | 0.000% | |
11/16/2023 | Moneta Group Investment Advisors LLC | 54,657 | $1.06M | 0.0% | -34.1% | 0.000% | |
11/15/2023 | 1607 Capital Partners LLC | 71,975 | $1.40M | 0.1% | +74.1% | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 71,022 | $1.38M | 0.0% | +47.6% | 0.000% | |
11/14/2023 | AQR Arbitrage LLC | 197,555 | $3.84M | 0.2% | +1,044.8% | 0.000% | |
11/14/2023 | Robinson Capital Management LLC | 70,029 | $1.36M | 0.6% | N/A | 0.000% | |
11/14/2023 | Summit Financial Wealth Advisors LLC | 19,675 | $399K | 0.1% | -4.8% | 0.000% | |
11/13/2023 | Jacobi Capital Management LLC | 161,987 | $3.14M | 0.4% | +27.1% | 0.000% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 5,914 | $115K | 0.0% | -23.3% | 0.000% | |
11/13/2023 | Stifel Financial Corp | 532,180 | $10.33M | 0.0% | -5.3% | 0.000% | |
11/13/2023 | LPL Financial LLC | 198,430 | $3.85M | 0.0% | +9.7% | 0.000% | |
11/13/2023 | Bramshill Investments LLC | 3,153 | $61K | 0.0% | -32.2% | 0.000% | |
11/13/2023 | Wolverine Asset Management LLC | 13,375 | $260K | 0.0% | +550.5% | 0.000% | |
11/9/2023 | Karpus Management Inc. | 1,889,024 | $36.67M | 1.2% | +23.2% | 0.000% | |
11/9/2023 | UBS Group AG | 863,466 | $16.76M | 0.0% | -5.4% | 0.000% | |
11/8/2023 | Pathstone Family Office LLC | 218,931 | $4.25M | 0.0% | N/A | 0.000% | |
11/8/2023 | Van ECK Associates Corp | 455,963 | $8.85M | 0.0% | +20.7% | 0.000% | |
11/8/2023 | Janney Montgomery Scott LLC | 54,140 | $1.05M | 0.0% | -15.3% | 0.000% | |
11/8/2023 | Landscape Capital Management L.L.C. | 40,448 | $785K | 0.1% | +46.7% | 0.000% | |
11/8/2023 | WealthBridge Capital Management LLC | 381,720 | $7.41M | 2.9% | -15.0% | 0.000% | |
11/8/2023 | Oppenheimer & Co. Inc. | 20,136 | $391K | 0.0% | +20.7% | 0.000% | |
11/7/2023 | Merit Financial Group LLC | 531,955 | $10.33M | 0.3% | +61.5% | 0.000% | |
11/7/2023 | Oder Investment Management LLC | 43,267 | $840K | 0.9% | -2.7% | 0.000% | |
11/6/2023 | Ieq Capital LLC | 15,041 | $292K | 0.0% | N/A | 0.000% | |
11/3/2023 | Private Advisor Group LLC | 41,119 | $798K | 0.0% | -3.0% | 0.000% | |
10/31/2023 | Covenant Asset Management LLC | 19,460 | $378K | 0.1% | -11.0% | 0.000% | |
10/30/2023 | Palo Alto Wealth Advisors LLC | 29,380 | $572K | 0.5% | -7.6% | 0.000% | |
10/30/2023 | Narwhal Capital Management | 545,345 | $10.59M | 1.3% | +3.6% | 0.000% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 285,853 | $5.55M | 0.3% | +0.4% | 0.000% | |
10/26/2023 | Chicago Partners Investment Group LLC | 12,077 | $233K | 0.0% | -48.5% | 0.000% | |
10/25/2023 | Gill Capital Partners LLC | 205,948 | $4.00M | 1.8% | +0.9% | 0.000% | |
10/24/2023 | Bank of New York Mellon Corp | 53,144 | $1.03M | 0.0% | +19.5% | 0.000% | |
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10/24/2023 | Stratos Wealth Partners LTD. | 13,155 | $255K | 0.0% | +20.6% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 100,637 | $1.95M | 0.0% | -3.1% | 0.000% | |
10/24/2023 | Raymond James & Associates | 162,881 | $3.16M | 0.0% | -10.5% | 0.000% | |
10/24/2023 | Dakota Wealth Management | 42,000 | $815K | 0.0% | +223.1% | 0.000% | |
10/24/2023 | Pinnacle Associates Ltd. | 59,025 | $1.15M | 0.0% | -2.1% | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 14,121 | $274K | 0.0% | -18.7% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 62,853 | $1.22M | 0.0% | -9.0% | 0.000% | |
10/20/2023 | Walter & Keenan Wealth Management LLC IN ADV | 201,180 | $3.91M | 1.5% | -4.0% | 0.000% | |
10/18/2023 | Private Trust Co. NA | 15,000 | $291K | 0.0% | N/A | 0.000% | |
10/17/2023 | Amplius Wealth Advisors LLC | 149,678 | $2.91M | 0.4% | -8.6% | 0.000% | |