4/30/2024 | Consolidated Portfolio Review Corp | 327,919 | $1.05M | 0.3% | +3.8% | 1.006% | |
4/25/2024 | L.M. Kohn & Company | 23,467 | $75K | 0.0% | +62.2% | 0.072% | |
4/22/2024 | PFG Investments LLC | 326,976 | $1.05M | 0.1% | N/A | 1.003% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 1,822,911 | $5.83M | 0.0% | +0.9% | 5.592% | |
2/13/2024 | Karpus Management Inc. | 1,800,534 | $5.73M | 0.2% | -2.9% | 5.523% | |
2/1/2024 | Significant Wealth Partners LLC | 82,573 | $263K | 0.2% | N/A | 0.253% | |
|
1/29/2024 | Consolidated Portfolio Review Corp | 315,878 | $1.00M | 0.2% | +3.2% | 0.969% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 1,807,335 | $5.75M | 0.0% | +0.2% | 5.544% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 36,487 | $116K | 0.0% | +11.6% | 0.112% | |
11/13/2023 | Consolidated Portfolio Review Corp | 306,196 | $937K | 0.2% | +41.5% | 0.939% | |
11/9/2023 | Karpus Management Inc. | 1,854,309 | $5.67M | 0.2% | -2.7% | 5.688% | |
11/1/2023 | Csenge Advisory Group | 35,402 | $108K | 0.0% | -32.6% | 0.109% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 32,692 | $100K | 0.0% | N/A | 0.100% | |
9/1/2023 | Portside Wealth Group LLC | 32,756 | $105K | 0.0% | N/A | 0.100% | |
8/11/2023 | Karpus Management Inc. | 1,905,019 | $6.12M | 0.2% | -3.3% | 5.844% | |
8/10/2023 | Sit Investment Associates Inc. | 5,242,253 | $16.83M | 0.4% | +9.2% | 16.081% | |
8/10/2023 | Financial Architects Inc | 14,805 | $48K | 0.0% | N/A | 0.045% | |
8/1/2023 | Portside Wealth Group LLC | 32,756 | $105K | 0.0% | N/A | 0.100% | |
7/31/2023 | LPL Financial LLC | 439,200 | $1.41M | 0.0% | +3.3% | 1.347% | |
7/25/2023 | Ameritas Advisory Services LLC | 132,417 | $426K | 0.1% | -6.3% | 0.406% | |
7/24/2023 | Allspring Global Investments Holdings LLC | 1,804,008 | $5.79M | 0.0% | -0.9% | 5.534% | |
7/20/2023 | Csenge Advisory Group | 52,557 | $169K | 0.0% | -8.4% | 0.161% | |
7/18/2023 | Allspring Global Investments Holdings LLC | 1,804,008 | $5.79M | 0.0% | -0.9% | 5.534% | |
7/17/2023 | Silverhawk Asset Management LLC | 13,084 | $42K | 0.0% | -29.7% | 0.040% | |
5/11/2023 | Consolidated Portfolio Review Corp | 57,923 | $191K | 0.1% | N/A | 0.178% | |
5/11/2023 | Karpus Management Inc. | 1,970,836 | $6.50M | 0.2% | -0.2% | 6.046% | |
5/10/2023 | Ellis Investment Partners LLC | 10,234 | $34K | 0.0% | -34.3% | 0.031% | |
5/1/2023 | Csenge Advisory Group | 57,403 | $189K | 0.0% | -8.2% | 0.176% | |
4/28/2023 | Ameritas Advisory Services LLC | 141,258 | $466K | 0.0% | -42.2% | 0.433% | |
4/13/2023 | Allspring Global Investments Holdings LLC | 1,820,623 | $6.01M | 0.0% | -19.2% | 5.585% | |
2/10/2023 | Ameritas Advisory Services LLC | 244,422 | $809K | 0.0% | +57.8% | 0.750% | |
2/10/2023 | Sit Investment Associates Inc. | 3,920,191 | $12.98M | 0.4% | +10.1% | 12.025% | |
2/7/2023 | LPL Financial LLC | 421,368 | $1.40M | 0.0% | +38.8% | 1.293% | |
1/31/2023 | Ellis Investment Partners LLC | 15,580 | $52K | 0.0% | N/A | 0.048% | |
1/30/2023 | Chapin Davis Inc. | 13,049 | $43K | 0.0% | N/A | 0.040% | |
1/23/2023 | Allspring Global Investments Holdings LLC | 2,254,385 | $7.46M | 0.0% | +2.3% | 6.916% | |
1/18/2023 | Silverhawk Asset Management LLC | 18,605 | $62K | 0.1% | N/A | 0.057% | |
11/15/2022 | Karpus Management Inc. | 1,959,980 | $6.37M | 0.2% | -1.8% | 6.012% | |
11/15/2022 | 1607 Capital Partners LLC | 3,200,762 | $10.40M | 0.8% | +21.9% | 9.818% | |
11/14/2022 | MML Investors Services LLC | 107,313 | $349K | 0.0% | -11.9% | 0.329% | |
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10/26/2022 | Allspring Global Investments Holdings LLC | 2,204,185 | $7.16M | 0.0% | +0.6% | 6.762% | |
8/15/2022 | Karpus Management Inc. | 1,996,565 | $7.03M | 0.2% | +4.4% | 6.126% | |
8/13/2022 | Lloyd Park LLC | 24,226 | $85K | 0.1% | N/A | 0.000% | |
8/13/2022 | NewEdge Advisors LLC | 279,501 | $984K | 0.0% | +4.9% | 0.000% | |
8/11/2022 | Sit Investment Associates Inc. | 2,630,585 | $9.26M | 0.3% | +5.7% | 0.000% | |
8/5/2022 | L.M. Kohn & Company | 15,467 | $55K | 0.0% | N/A | 0.047% | |
7/27/2022 | Csenge Advisory Group | 49,779 | $175K | 0.0% | +71.5% | 0.153% | |
7/25/2022 | Allspring Global Investments Holdings LLC | 2,190,936 | $7.71M | 0.0% | +3.9% | 6.724% | |
5/25/2022 | Fortitude Advisory Group L.L.C. | 73,475 | $278K | 0.1% | +5.8% | 0.225% | |
5/17/2022 | 1607 Capital Partners LLC | 610,867 | $2.31M | 0.1% | N/A | 1.874% | |
5/12/2022 | Sit Investment Associates Inc. | 2,489,537 | $9.41M | 0.3% | -42.8% | 7.640% | |
5/12/2022 | Cetera Advisor Networks LLC | 157,641 | $596K | 0.0% | -66.7% | 0.484% | |
5/11/2022 | Landscape Capital Management L.L.C. | 22,038 | $83K | 0.0% | N/A | 0.068% | |
5/10/2022 | Karpus Management Inc. | 1,912,269 | $7.23M | 0.2% | +198.9% | 5.868% | |
5/9/2022 | Csenge Advisory Group | 29,025 | $110K | 0.0% | N/A | 0.089% | |
5/4/2022 | Ameritas Advisory Services LLC | 186,424 | $705K | 0.0% | +3.2% | 0.572% | |
5/4/2022 | Wolverine Asset Management LLC | 8,878 | $33K | 0.0% | N/A | 0.027% | |
4/19/2022 | Wedbush Securities Inc. | 20,444 | $77K | 0.0% | -37.0% | 0.063% | |
2/15/2022 | Karpus Management Inc. | 639,875 | $2.72M | 0.1% | -68.0% | 1.964% | |
2/8/2022 | Lloyd Park LLC | 40,800 | $173K | 0.1% | N/A | 0.125% | |
2/7/2022 | Ameritas Advisory Services LLC | 180,642 | $768K | 0.0% | N/A | 0.554% | |
1/28/2022 | Allspring Global Investments Holdings LLC | 1,382,478 | $5.88M | 0.0% | N/A | 4.243% | |
1/13/2022 | Wedbush Securities Inc. | 32,444 | $138K | 0.0% | -12.5% | 0.100% | |
11/16/2021 | Cetera Advisor Networks LLC | 536,790 | $2.32M | 0.0% | +9.7% | 1.647% | |
11/15/2021 | Invesco Ltd. | 397,064 | $1.72M | 0.0% | -5.3% | 1.219% | |
11/12/2021 | Ameritas Investment Company LLC | 147,076 | $635K | 0.0% | +12.8% | 0.451% | |
11/12/2021 | Wolverine Asset Management LLC | 66,171 | $285K | 0.0% | -68.6% | 0.203% | |
11/12/2021 | Sit Investment Associates Inc. | 2,115,582 | $9.14M | 0.2% | +9.8% | 6.492% | |
10/29/2021 | Janney Montgomery Scott LLC | 10,804 | $47K | 0.0% | -43.4% | 0.033% | |
10/20/2021 | Csenge Advisory Group | 22,143 | $96K | 0.0% | N/A | 0.068% | |
10/19/2021 | Kestra Advisory Services LLC | 13,967 | $60K | 0.0% | N/A | 0.043% | |
10/8/2021 | Wedbush Securities Inc. | 37,089 | $160K | 0.0% | +40.3% | 0.114% | |
9/3/2021 | Parametric Portfolio Associates LLC | 57,192 | $254K | 0.0% | N/A | 0.176% | |
8/17/2021 | Wells Fargo & Company MN | 1,472,581 | $6.55M | 0.0% | +1.7% | 4.519% | |
8/17/2021 | Invesco Ltd. | 419,332 | $1.87M | 0.0% | +27.0% | 1.287% | |
8/16/2021 | Ameritas Investment Company LLC | 130,335 | $580K | 0.0% | N/A | 0.400% | |
8/16/2021 | MML Investors Services LLC | 119,658 | $532K | 0.0% | -10.0% | 0.367% | |
8/13/2021 | LPL Financial LLC | 196,810 | $876K | 0.0% | +4.5% | 0.604% | |
8/13/2021 | Sit Investment Associates Inc. | 1,927,594 | $8.58M | 0.2% | +52.7% | 5.915% | |
8/10/2021 | Mid Atlantic Financial Management Inc. ADV | 149,206 | $664K | 0.0% | +106.9% | 0.458% | |
8/2/2021 | Advisor Group Holdings Inc. | 17,791 | $80K | 0.0% | -35.6% | 0.055% | |
7/31/2021 | Carnegie Capital Asset Management LLC | 136,000 | $605K | 0.0% | +106.1% | 0.417% | |
5/21/2021 | Citadel Advisors LLC | 30,328 | $133K | 0.0% | +91.7% | 0.093% | |
5/18/2021 | 1607 Capital Partners LLC | 173,123 | $762K | 0.0% | -79.1% | 0.531% | |
5/18/2021 | Karpus Management Inc. | 3,579,880 | $15.75M | 0.5% | -2.2% | 10.986% | |
5/18/2021 | Citadel Advisors LLC | 30,328 | $133K | 0.0% | +91.7% | 0.093% | |
5/18/2021 | Jane Street Group LLC | 166,167 | $731K | 0.0% | N/A | 0.510% | |
5/17/2021 | Royal Bank of Canada | 16,297 | $72K | 0.0% | -45.4% | 0.050% | |
5/14/2021 | MML Investors Services LLC | 133,007 | $585K | 0.0% | +16.7% | 0.408% | |
5/13/2021 | Wolverine Asset Management LLC | 139,628 | $614K | 0.0% | +290.5% | 0.428% | |
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5/13/2021 | Sit Investment Associates Inc. | 1,262,550 | $5.56M | 0.1% | +7.4% | 3.875% | |
5/12/2021 | Relative Value Partners Group LLC | 912,570 | $4.02M | 0.3% | -25.0% | 2.800% | |
5/12/2021 | UBS Group AG | 66,303 | $292K | 0.0% | -28.2% | 0.203% | |
5/11/2021 | Mid Atlantic Financial Management Inc. ADV | 72,100 | $317K | 0.0% | +224.8% | 0.221% | |
5/3/2021 | Excalibur Management Corp | 106,438 | $468K | 0.2% | +36.6% | 0.327% | |
4/26/2021 | Wedbush Securities Inc. | 26,445 | $116K | 0.0% | +27.2% | 0.081% | |
4/12/2021 | Carnegie Capital Asset Management LLC | 66,000 | $290K | 0.0% | N/A | 0.203% | |
3/26/2021 | Susquehanna International Group LLP | 51,403 | $236K | 0.0% | N/A | 0.158% | |
2/17/2021 | Cetera Advisor Networks LLC | 336,329 | $1.54M | 0.0% | +38.7% | 1.032% | |
2/16/2021 | Ameritas Investment Company LLC | 92,882 | $426K | 0.1% | +37.9% | 0.285% | |