4/18/2024 | Summit Investment Advisory Services LLC | 12,978 | $237K | 0.1% | -5.1% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 8,400 | $153K | 0.0% | N/A | 0.000% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 15,713 | $287K | 0.0% | N/A | 0.000% | |
4/16/2024 | 180 Wealth Advisors LLC | 21,099 | $385K | 0.1% | +12.9% | 0.000% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 87,625 | $1.60M | 0.0% | -6.2% | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 34,453 | $589K | 0.0% | +10.2% | 0.000% | |
|
3/15/2024 | B. Riley Wealth Advisors Inc. | 26,750 | $457K | 0.0% | +3.1% | 0.000% | |
2/15/2024 | Flow State Investments L.P. | 55,951 | $957K | 0.3% | N/A | 0.000% | |
2/15/2024 | Comerica Bank | 115,603 | $1.98M | 0.0% | -0.5% | 0.000% | |
2/13/2024 | Karpus Management Inc. | 1,390,813 | $23.78M | 0.7% | +9.5% | 0.000% | |
2/13/2024 | Quantedge Capital Pte Ltd | 10,900 | $186K | 0.1% | N/A | 0.000% | |
2/13/2024 | Jones Financial Companies Lllp | 2,030 | $35K | 0.0% | N/A | 0.000% | |
2/13/2024 | 1607 Capital Partners LLC | 351,735 | $6.02M | 0.4% | N/A | 0.000% | |
2/12/2024 | Weiss Asset Management LP | 12,695 | $217K | 0.0% | N/A | 0.000% | |
2/9/2024 | City of London Investment Management Co. Ltd. | 42,523 | $727K | 0.1% | +114.9% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 454,532 | $7.77M | 0.0% | +54.0% | 0.000% | |
2/9/2024 | Cornerstone Advisors LLC | 760,335 | $13.00M | 0.6% | +26.7% | 0.000% | |
2/9/2024 | UBS Group AG | 2,094,223 | $35.81M | 0.0% | -0.9% | 0.000% | |
2/9/2024 | PNC Financial Services Group Inc. | 34,453 | $589K | 0.0% | +10.2% | 0.000% | |
2/8/2024 | Kingsview Wealth Management LLC | 32,996 | $564K | 0.0% | -1.9% | 0.000% | |
2/8/2024 | Beacon Pointe Advisors LLC | 110,000 | $1.88M | 0.0% | -1.1% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 154,893 | $2.65M | 0.0% | -5.0% | 0.000% | |
2/7/2024 | Acorn Wealth Advisors LLC | 10,184 | $174K | 0.1% | -5.5% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 449,511 | $7.69M | 3.2% | -22.4% | 0.000% | |
2/7/2024 | Principal Securities Inc. | 3,455 | $59K | 0.0% | N/A | 0.000% | |
2/5/2024 | WealthTrust Axiom LLC | 138,198 | $2.36M | 0.8% | -0.4% | 0.000% | |
2/5/2024 | Kestra Private Wealth Services LLC | 17,111 | $293K | 0.0% | -21.8% | 0.000% | |
2/2/2024 | Truist Financial Corp | 13,132 | $225K | 0.0% | -6.1% | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 307,369 | $5.26M | 0.0% | +18.9% | 0.000% | |
1/26/2024 | Cerity Partners LLC | 19,203 | $328K | 0.0% | N/A | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 49,761 | $851K | 0.0% | N/A | 0.000% | |
1/24/2024 | Sowell Financial Services LLC | 22,906 | $392K | 0.0% | -19.9% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 49,761 | $851K | 0.0% | N/A | 0.000% | |
1/19/2024 | Wagner Wealth Management LLC | 182,235 | $3.12M | 1.0% | -7.8% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 62,820 | $1.07M | 0.0% | -2.3% | 0.000% | |
1/11/2024 | Ausdal Financial Partners Inc. | 10,359 | $177K | 0.0% | -5.5% | 0.000% | |
1/2/2024 | Anchor Investment Management LLC | 1,683 | $29K | 0.0% | N/A | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 369,722 | $5.69M | 0.1% | -7.5% | 0.000% | |
11/14/2023 | AQR Arbitrage LLC | 170,854 | $2.63M | 0.1% | N/A | 0.000% | |
11/14/2023 | McGowan Group Asset Management Inc. | 458,626 | $7.05M | 1.1% | +1.9% | 0.000% | |
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11/13/2023 | LPL Financial LLC | 279,895 | $4.31M | 0.0% | +2.0% | 0.000% | |
11/13/2023 | Wolverine Asset Management LLC | 258,438 | $3.98M | 0.0% | -12.1% | 0.000% | |
11/13/2023 | Kestra Advisory Services LLC | 10,322 | $159K | 0.0% | N/A | 0.000% | |
11/13/2023 | PNC Financial Services Group Inc. | 31,278 | $481K | 0.0% | +2.2% | 0.000% | |
11/9/2023 | Karpus Management Inc. | 1,269,768 | $19.53M | 0.7% | +23.5% | 0.000% | |
11/9/2023 | Cornerstone Advisors LLC | 600,062 | $9.23M | 0.4% | +81.9% | 0.000% | |
11/9/2023 | UBS Group AG | 2,113,413 | $32.50M | 0.0% | -1.7% | 0.000% | |
11/8/2023 | Janney Montgomery Scott LLC | 163,089 | $2.51M | 0.0% | +2.5% | 0.000% | |
11/8/2023 | Landscape Capital Management L.L.C. | 38,103 | $586K | 0.1% | -15.3% | 0.000% | |
11/8/2023 | Kestra Private Wealth Services LLC | 21,882 | $337K | 0.0% | -21.5% | 0.000% | |
11/7/2023 | Kingsview Wealth Management LLC | 33,633 | $517K | 0.0% | +21.7% | 0.000% | |
11/7/2023 | Acorn Wealth Advisors LLC | 10,773 | $166K | 0.1% | -6.8% | 0.000% | |
11/6/2023 | Flputnam Investment Management Co. | 10,500 | $161K | 0.0% | N/A | 0.000% | |
11/3/2023 | WealthTrust Axiom LLC | 138,793 | $2.14M | 0.8% | -1.2% | 0.000% | |
11/2/2023 | Shaker Financial Services LLC | 579,151 | $8.91M | 4.2% | +47.6% | 0.000% | |
10/24/2023 | Denver Wealth Management Inc. | 18,172 | $279K | 0.2% | -5.8% | 0.000% | |
10/24/2023 | Stratos Wealth Partners LTD. | 18,396 | $283K | 0.0% | +4.0% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 64,297 | $989K | 0.0% | +1.9% | 0.000% | |
10/24/2023 | Dakota Wealth Management | 31,885 | $490K | 0.0% | +7.2% | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 21,303 | $328K | 0.0% | +9.3% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 153,254 | $2.36M | 0.0% | +4.0% | 0.000% | |
8/15/2023 | Cohen & Steers Inc. | 331,120 | $5.53M | 0.0% | -18.3% | 0.000% | |
8/14/2023 | 1832 Asset Management L.P. | 49,347 | $824K | 0.0% | -5.3% | 0.000% | |
8/11/2023 | Cornerstone Advisors LLC | 329,949 | $5.51M | 0.3% | N/A | 0.000% | |
8/11/2023 | Karpus Management Inc. | 1,027,919 | $17.17M | 0.5% | +22.7% | 0.000% | |
8/11/2023 | Landscape Capital Management L.L.C. | 44,962 | $751K | 0.1% | +34.1% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 242,377 | $4.05M | 0.0% | +1.3% | 0.000% | |
8/11/2023 | PNC Financial Services Group Inc. | 30,602 | $511K | 0.0% | +49.3% | 0.000% | |
8/10/2023 | Commonwealth Equity Services LLC | 147,331 | $2.46M | 0.0% | +5.8% | 0.000% | |
8/10/2023 | McGowan Group Asset Management Inc. | 450,213 | $7.52M | 1.2% | -1.3% | 0.000% | |
8/10/2023 | Cetera Advisor Networks LLC | 38,629 | $645K | 0.0% | +13.1% | 0.000% | |
8/10/2023 | Cetera Investment Advisers | 10,135 | $169K | 0.0% | N/A | 0.000% | |
8/8/2023 | Geneos Wealth Management Inc. | 6,332 | $106K | 0.0% | +1,807.2% | 0.000% | |
8/7/2023 | Wolverine Asset Management LLC | 294,155 | $4.91M | 0.1% | +15.2% | 0.000% | |
8/7/2023 | Shaker Financial Services LLC | 392,328 | $6.55M | 2.9% | +16.7% | 0.000% | |
8/2/2023 | 1776 Wealth LLC | 23,937 | $400K | 0.2% | +26.0% | 0.000% | |
7/31/2023 | LPL Financial LLC | 274,290 | $4.58M | 0.0% | -1.5% | 0.000% | |
7/31/2023 | Dakota Wealth Management | 29,750 | $497K | 0.0% | +5.7% | 0.000% | |
7/28/2023 | Capital Investment Advisory Services LLC | 13,208 | $221K | 0.0% | -8.3% | 0.000% | |
7/28/2023 | Wagner Wealth Management LLC | 197,342 | $3.30M | 1.3% | +5.8% | 0.000% | |
7/26/2023 | Janney Montgomery Scott LLC | 159,180 | $2.66M | 0.0% | +0.4% | 0.000% | |
7/26/2023 | Glass Jacobson Investment Advisors llc | 5,000 | $84K | 0.0% | N/A | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 63,127 | $1.05M | 0.0% | -9.2% | 0.000% | |
7/25/2023 | Raymond James & Associates | 124,869 | $2.09M | 0.0% | -0.6% | 0.000% | |
7/18/2023 | Stratos Wealth Partners LTD. | 17,696 | $296K | 0.0% | -13.2% | 0.000% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 19,491 | $325K | 0.0% | -6.9% | 0.000% | |
5/17/2023 | Wagner Wealth Management LLC | 186,465 | $3.01M | 1.4% | +40.3% | 0.000% | |
5/12/2023 | Advisors Asset Management Inc. | 460,498 | $7.44M | 0.2% | -18.9% | 0.000% | |
5/12/2023 | UBS Group AG | 2,070,961 | $33.45M | 0.0% | -2.0% | 0.000% | |
5/11/2023 | Karpus Management Inc. | 837,998 | $13.53M | 0.4% | +64.3% | 0.000% | |
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5/11/2023 | Elequin Securities LLC | 36,380 | $588K | 0.4% | -57.9% | 0.000% | |
5/11/2023 | Commonwealth Equity Services LLC | 139,269 | $2.25M | 0.0% | +0.7% | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 239,294 | $3.87M | 0.0% | +4.2% | 0.000% | |
5/10/2023 | Landscape Capital Management L.L.C. | 33,519 | $541K | 0.1% | -19.7% | 0.000% | |
5/10/2023 | LPL Financial LLC | 278,578 | $4.50M | 0.0% | +7.9% | 0.000% | |
5/9/2023 | Formidable Asset Management LLC | 20,912 | $338K | 0.1% | -35.4% | 0.000% | |
5/8/2023 | Shaker Financial Services LLC | 336,305 | $5.43M | 2.4% | +32.9% | 0.000% | |
5/8/2023 | Wolverine Asset Management LLC | 255,394 | $4.13M | 0.0% | +57.2% | 0.000% | |
5/4/2023 | Ausdal Financial Partners Inc. | 11,070 | $179K | 0.0% | N/A | 0.000% | |
5/3/2023 | WealthTrust Axiom LLC | 139,943 | $2.26M | 0.8% | -0.7% | 0.000% | |