5/2/2024 | Choreo LLC | 70,745 | $394K | 0.0% | N/A | 0.000% | |
5/2/2024 | Family Firm Inc. | 112,692 | $628K | 0.2% | -2.0% | 0.000% | |
4/26/2024 | Riverbridge Partners LLC | 93,095 | $519K | 0.0% | -50.5% | 0.000% | |
4/24/2024 | Spire Wealth Management | 48,519 | $270K | 0.0% | +59.8% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,111,772 | $6.19M | 0.0% | +22.0% | 0.000% | |
4/22/2024 | GraniteShares Advisors LLC | 324,217 | $1.81M | 1.0% | +14.6% | 0.000% | |
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4/18/2024 | SeaCrest Wealth Management LLC | 54,963 | $306K | 0.0% | +18.0% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 708,393 | $3.95M | 0.0% | -28.0% | 0.000% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 77,766 | $433K | 0.0% | +106.7% | 0.000% | |
4/12/2024 | Allen Mooney & Barnes Investment Advisors LLC | 14,601 | $81K | 0.0% | N/A | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 51,008 | $284K | 0.0% | +24.9% | 0.000% | |
4/10/2024 | BKA Wealth Consulting Inc. | 62,165 | $346K | 0.4% | +4.2% | 0.000% | |
4/9/2024 | Stolper Co | 222,737 | $1.24M | 0.4% | +4.1% | 0.000% | |
4/5/2024 | NBC Securities Inc. | 61,607 | $343K | 0.0% | +4.2% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 13,500 | $70K | 0.0% | N/A | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 86,579 | $452K | 0.0% | +10.3% | 0.000% | |
2/26/2024 | Centaurus Financial Inc. | 65,448 | $342K | 0.0% | -70.4% | 0.000% | |
2/14/2024 | Vivaldi Capital Management LP | 244,515 | $1.32M | 0.4% | N/A | 0.000% | |
2/13/2024 | Aristides Capital LLC | 56,262 | $294K | 0.1% | N/A | 0.000% | |
2/13/2024 | DCF Advisers LLC | 414,000 | $2.16M | 1.2% | -1.4% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 48,170 | $251K | 0.0% | +43.1% | 0.000% | |
2/8/2024 | Level Four Advisory Services LLC | 47,571 | $248K | 0.0% | -12.3% | 0.000% | |
2/7/2024 | Avantax Advisory Services Inc. | 28,056 | $146K | 0.0% | +7.3% | 0.000% | |
2/7/2024 | Ieq Capital LLC | 37,890 | $198K | 0.0% | -48.8% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 67,007 | $350K | 0.1% | +179.2% | 0.000% | |
2/6/2024 | Spire Wealth Management | 30,354 | $159K | 0.0% | +53.3% | 0.000% | |
2/6/2024 | M&T Bank Corp | 394,855 | $2.06M | 0.0% | -4.6% | 0.000% | |
2/5/2024 | Stonebrook Private Inc. | 30,022 | $157K | 0.1% | N/A | 0.000% | |
2/2/2024 | BKA Wealth Consulting Inc. | 59,642 | $311K | 0.5% | +3.7% | 0.000% | |
2/2/2024 | Private Management Group Inc. | 1,786,667 | $9.33M | 0.4% | -0.9% | 0.000% | |
1/31/2024 | First National Bank & Trust Co. of Newtown | 124,473 | $650K | 0.1% | -5.0% | 0.000% | |
1/31/2024 | Investors Asset Management of Georgia Inc. GA ADV | 11,100 | $58K | 0.0% | N/A | 0.000% | |
1/31/2024 | Zazove Associates LLC | 269,862 | $1.41M | 0.2% | -7.3% | 0.000% | |
1/30/2024 | GraniteShares Advisors LLC | 282,959 | $1.48M | 1.3% | -0.8% | 0.000% | |
1/30/2024 | SVB Wealth LLC | 32,913 | $172K | 0.0% | -39.1% | 0.000% | |
1/29/2024 | Koshinski Asset Management Inc. | 225,867 | $1.18M | 0.2% | +50.5% | 0.000% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 983,283 | $5.13M | 0.0% | -37.0% | 0.000% | |
1/25/2024 | Centurion Wealth Management LLC | 30,354 | $158K | 0.1% | +53.3% | 0.000% | |
1/24/2024 | Venture Visionary Partners LLC | 217,362 | $1.14M | 0.1% | +1,151.9% | 0.000% | |
1/24/2024 | Sowell Financial Services LLC | 414,736 | $2.17M | 0.1% | +0.5% | 0.000% | |
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1/24/2024 | International Assets Investment Management LLC | 419,985 | $2.19M | 0.0% | +426.6% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 911,300 | $4.76M | 0.0% | +17.0% | 0.000% | |
1/16/2024 | Raymond James & Associates | 542,469 | $2.83M | 0.0% | +6.8% | 0.000% | |
1/12/2024 | Stolper Co | 214,055 | $1.12M | 0.4% | -0.9% | 0.000% | |
1/9/2024 | Ignite Planners LLC | 16,128 | $85K | 0.0% | -28.6% | 0.000% | |
11/24/2023 | EP Wealth Advisors LLC | 32,000 | $162K | 0.0% | N/A | 0.000% | |
11/21/2023 | Allen Mooney & Barnes Investment Advisors LLC | 14,601 | $74K | 0.0% | N/A | 0.000% | |
11/16/2023 | Penserra Capital Management LLC | 2,143,606 | $10.85M | 0.2% | +2.5% | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 2,019,656 | $10.22M | 0.2% | +15.5% | 0.000% | |
11/14/2023 | Lazard Asset Management LLC | 150,000 | $758K | 0.0% | +150.0% | 0.000% | |
11/14/2023 | AQR Arbitrage LLC | 406,890 | $2.06M | 0.1% | +53.5% | 0.000% | |
11/14/2023 | Saba Capital Management L.P. | 3,364,428 | $17.02M | 0.4% | +2.9% | 0.000% | |
11/14/2023 | Clough Capital Partners L P | 249,700 | $1.26M | 0.1% | N/A | 0.000% | |
11/14/2023 | Thomas J. Herzfeld Advisors Inc. | 441,045 | $2.23M | 0.9% | +21.1% | 0.000% | |
11/14/2023 | Oaktree Capital Management LP | 811,208 | $4.11M | 0.1% | -75.7% | 0.000% | |
11/13/2023 | Bramshill Investments LLC | 388,774 | $1.97M | 0.2% | -14.2% | 0.000% | |
11/13/2023 | Invesco Ltd. | 2,111,009 | $10.68M | 0.0% | -15.6% | 0.000% | |
11/9/2023 | City of London Investment Management Co. Ltd. | 793,163 | $4.01M | 0.4% | +3.9% | 0.000% | |
11/8/2023 | Ausdal Financial Partners Inc. | 39,322 | $199K | 0.0% | N/A | 0.000% | |
11/8/2023 | HighTower Advisors LLC | 138,187 | $696K | 0.0% | -36.8% | 0.000% | |
11/8/2023 | Westchester Capital Management LLC | 216,312 | $1.10M | 0.0% | -18.4% | 0.000% | |
11/8/2023 | Landscape Capital Management L.L.C. | 79,250 | $401K | 0.1% | -41.1% | 0.000% | |
11/8/2023 | Spire Wealth Management | 19,800 | $100K | 0.0% | N/A | 0.000% | |
11/8/2023 | Avantax Advisory Services Inc. | 26,143 | $132K | 0.0% | -12.4% | 0.000% | |
11/8/2023 | Pinnacle Wealth Planning Services Inc. | 27,505 | $139K | 0.0% | +12.5% | 0.000% | |
11/7/2023 | Virtus ETF Advisers LLC | 158,532 | $802K | 0.5% | +79.7% | 0.000% | |
11/6/2023 | Ieq Capital LLC | 74,040 | $375K | 0.0% | +13.3% | 0.000% | |
11/4/2023 | NBC Securities Inc. | 59,121 | $299K | 0.0% | N/A | 0.000% | |
11/2/2023 | Coldstream Capital Management Inc. | 12,354 | $63K | 0.0% | N/A | 0.000% | |
11/2/2023 | M&T Bank Corp | 413,940 | $2.10M | 0.0% | -3.2% | 0.000% | |
11/1/2023 | Centurion Wealth Management LLC | 19,800 | $100K | 0.0% | N/A | 0.000% | |
10/31/2023 | GraniteShares Advisors LLC | 285,381 | $1.44M | 1.3% | +4.0% | 0.000% | |
10/30/2023 | Private Management Group Inc. | 1,802,183 | $9.12M | 0.4% | +49.3% | 0.000% | |
10/30/2023 | Perigon Wealth Management LLC | 12,230 | $62K | 0.0% | N/A | 0.000% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 1,560,880 | $7.90M | 0.0% | +3.0% | 0.000% | |
10/26/2023 | Advisor Partners II LLC | 882,352 | $4.47M | 0.2% | N/A | 0.000% | |
10/25/2023 | Kennedy Investment Group | 10,000 | $51K | 0.0% | N/A | 0.000% | |
10/24/2023 | Bank of New York Mellon Corp | 10,295 | $52K | 0.0% | N/A | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 779,132 | $3.94M | 0.0% | +16.5% | 0.000% | |
10/24/2023 | Raymond James & Associates | 507,905 | $2.57M | 0.0% | -7.8% | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 34,505 | $175K | 0.0% | -22.4% | 0.000% | |
10/23/2023 | SVB Wealth LLC | 54,004 | $273K | 0.0% | -11.2% | 0.000% | |
10/20/2023 | Family Firm Inc. | 96,444 | $488K | 0.1% | +10.9% | 0.000% | |
10/16/2023 | Riverbridge Partners LLC | 186,759 | $945K | 0.0% | +107.9% | 0.000% | |
10/11/2023 | Ignite Planners LLC | 22,597 | $113K | 0.0% | N/A | 0.000% | |
10/10/2023 | International Assets Investment Management LLC | 79,754 | $404K | 0.0% | -11.2% | 0.000% | |
10/4/2023 | International Assets Investment Management LLC | 79,754 | $404K | 0.0% | -11.2% | 0.000% | |
9/12/2023 | Prosperity Financial Group Inc. | 10,000 | $50K | 0.0% | N/A | 0.000% | |
8/23/2023 | CTC Alternative Strategies Ltd. | 13,700 | $69K | 0.1% | N/A | 0.000% | |
8/16/2023 | Thomas J. Herzfeld Advisors Inc. | 364,267 | $1.84M | 0.7% | N/A | 0.000% | |
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8/15/2023 | Rivernorth Capital Management LLC | 1,915,110 | $9.67M | 0.5% | -5.5% | 0.000% | |
8/15/2023 | Cohen & Steers Inc. | 649,738 | $3.28M | 0.0% | -40.1% | 0.000% | |
8/14/2023 | Gallagher Fiduciary Advisors LLC | 123,284 | $623K | 0.0% | -36.1% | 0.000% | |
8/14/2023 | First Foundation Advisors | 11,000 | $56K | 0.0% | -15.4% | 0.000% | |
8/11/2023 | City of London Investment Management Co. Ltd. | 763,163 | $3.85M | 0.3% | +11.3% | 0.000% | |
8/11/2023 | Landscape Capital Management L.L.C. | 134,519 | $679K | 0.1% | +55.1% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 1,924,823 | $9.72M | 0.1% | +1.3% | 0.000% | |
8/11/2023 | Penserra Capital Management LLC | 2,090,850 | $10.56M | 0.2% | +6.6% | 0.000% | |
8/10/2023 | Hollencrest Capital Management | 19,780 | $100K | 0.0% | -10.4% | 0.000% | |
8/10/2023 | GraniteShares Advisors LLC | 274,433 | $1.39M | 1.3% | -1.1% | 0.000% | |