4/24/2024 | Blue Bell Private Wealth Management LLC | 18,537 | $196K | 0.0% | +527.3% | 0.061% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 516,039 | $5.47M | 0.3% | -21.1% | 1.683% | |
2/26/2024 | Integrated Advisors Network LLC | 62,066 | $652K | 0.0% | -1.8% | 0.202% | |
2/13/2024 | Karpus Management Inc. | 844,739 | $8.88M | 0.3% | +5.7% | 2.754% | |
2/12/2024 | Brown Brothers Harriman & Co. | 6,600 | $69K | 0.0% | N/A | 0.022% | |
2/8/2024 | Robinson Capital Management LLC | 157,675 | $1.66M | 0.6% | +120.2% | 0.514% | |
|
1/25/2024 | Blue Bell Private Wealth Management LLC | 2,955 | $31K | 0.0% | N/A | 0.010% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 65,503 | $688K | 0.0% | +3.8% | 0.214% | |
11/14/2023 | AQR Arbitrage LLC | 213,884 | $1.95M | 0.1% | +51.7% | 0.697% | |
11/14/2023 | Saba Capital Management L.P. | 1,456,042 | $13.29M | 0.3% | +46.6% | 4.747% | |
11/13/2023 | Kestra Advisory Services LLC | 18,270 | $167K | 0.0% | -6.1% | 0.060% | |
11/9/2023 | Fiera Capital Corp | 554,614 | $5.06M | 0.0% | +2.1% | 1.808% | |
11/9/2023 | Karpus Management Inc. | 798,980 | $7.30M | 0.2% | -0.8% | 2.605% | |
11/8/2023 | Fort Point Capital Partners LLC | 36,216 | $331K | 0.1% | +102.9% | 0.118% | |
10/30/2023 | Melfa Wealth Management LLC | 11,600 | $106K | 0.1% | -11.4% | 0.038% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 661,688 | $6.04M | 0.4% | -11.2% | 2.157% | |
10/26/2023 | Shufro Rose & Co. LLC | 38,200 | $349K | 0.0% | +24.4% | 0.125% | |
10/24/2023 | Simon Quick Advisors LLC | 12,233 | $112K | 0.0% | N/A | 0.040% | |
10/12/2023 | Moody National Bank Trust Division | 10,565 | $96K | 0.0% | N/A | 0.034% | |
8/14/2023 | Fort Point Capital Partners LLC | 17,846 | $187K | 0.0% | N/A | 0.058% | |
8/14/2023 | GM Advisory Group Inc. | 39,137 | $410K | 0.0% | N/A | 0.128% | |
8/11/2023 | Karpus Management Inc. | 805,078 | $8.44M | 0.3% | +0.7% | 2.625% | |
8/11/2023 | Guggenheim Capital LLC | 506,585 | $5.31M | 0.0% | -1.1% | 1.652% | |
8/10/2023 | Cetera Advisor Networks LLC | 40,095 | $420K | 0.0% | +3.0% | 0.131% | |
8/9/2023 | Fiera Capital Corp | 543,020 | $5.69M | 0.0% | +14.6% | 1.771% | |
8/9/2023 | Robinson Capital Management LLC | 71,599 | $749K | 0.3% | +50.4% | 0.233% | |
8/2/2023 | Bank of Montreal Can | 32,447 | $395K | 0.0% | N/A | 0.106% | |
7/27/2023 | Mackay Shields LLC | 1,111,764 | $11.65M | 0.3% | -13.5% | 3.625% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 63,266 | $663K | 0.0% | +6.2% | 0.206% | |
7/25/2023 | Summit Trail Advisors LLC | 10,926 | $115K | 0.0% | N/A | 0.036% | |
7/12/2023 | Platform Technology Partners | 15,182 | $157K | 0.1% | -23.9% | 0.050% | |
6/14/2023 | Atria Wealth Solutions Inc. | 10,600 | $113K | 0.0% | N/A | 0.035% | |
5/16/2023 | Family Management Corp | 15,282 | $163K | 0.0% | -43.2% | 0.049% | |
5/11/2023 | Karpus Management Inc. | 799,228 | $8.50M | 0.3% | +20.9% | 2.567% | |
5/11/2023 | Guggenheim Capital LLC | 512,427 | $5.45M | 0.0% | +18.1% | 1.646% | |
4/27/2023 | Mackay Shields LLC | 1,285,954 | $13.68M | 0.4% | -0.9% | 0.000% | |
4/26/2023 | Fiera Capital Corp | 474,003 | $5.04M | 0.0% | -5.2% | 0.000% | |
4/20/2023 | Hennion & Walsh Asset Management Inc. | 721,929 | $7.68M | 0.5% | +11.9% | 0.000% | |
4/20/2023 | Shufro Rose & Co. LLC | 30,700 | $327K | 0.0% | +19.5% | 0.000% | |
4/17/2023 | GPS Wealth Strategies Group LLC | 2,360 | $25K | 0.0% | N/A | 0.000% | |
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4/14/2023 | Dakota Wealth Management | 18,500 | $197K | 0.0% | N/A | 0.059% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 59,561 | $634K | 0.0% | -9.7% | 0.191% | |
2/9/2023 | Landscape Capital Management L.L.C. | 15,895 | $163K | 0.0% | -24.4% | 0.000% | |
2/9/2023 | OTA Financial Group L.P. | 24,752 | $254K | 0.3% | N/A | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 65,949 | $677K | 0.0% | -7.3% | 0.000% | |
2/8/2023 | Fiera Capital Corp | 500,131 | $5.14M | 0.0% | +140.1% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 58,213 | $597K | 0.0% | +176.8% | 0.000% | |
2/7/2023 | IFP Advisors Inc | 15,035 | $189K | 0.0% | -33.8% | 0.000% | |
2/7/2023 | Summit Trail Advisors LLC | 15,635 | $161K | 0.0% | N/A | 0.000% | |
2/2/2023 | Integrated Advisors Network LLC | 62,946 | $646K | 0.0% | -6.8% | 0.000% | |
2/1/2023 | Bank of Montreal Can | 33,822 | $396K | 0.0% | +125.8% | 0.000% | |
2/1/2023 | Wolverine Asset Management LLC | 84,373 | $867K | 0.0% | +90.2% | 0.000% | |
1/31/2023 | Kestra Advisory Services LLC | 21,679 | $223K | 0.0% | -15.0% | 0.000% | |
1/31/2023 | Melfa Wealth Management LLC | 13,096 | $134K | 0.1% | N/A | 0.000% | |
1/13/2023 | Focused Wealth Management Inc | 8,910 | $92K | 0.0% | N/A | 0.029% | |
1/12/2023 | Hennion & Walsh Asset Management Inc. | 645,259 | $6.63M | 0.4% | +24.1% | 2.073% | |
1/11/2023 | Platform Technology Partners | 19,962 | $205K | 0.1% | +61.4% | 0.000% | |
1/10/2023 | UMB Bank n.a. | 2,501 | $26K | 0.0% | +132.2% | 0.000% | |
11/15/2022 | Karpus Management Inc. | 484,016 | $4.74M | 0.2% | +45.3% | 1.555% | |
11/15/2022 | Logan Stone Capital LLC | 98,379 | $964K | 0.6% | N/A | 0.316% | |
11/14/2022 | Guggenheim Capital LLC | 443,412 | $4.35M | 0.0% | +6.5% | 1.424% | |
11/14/2022 | Mariner Investment Group LLC | 41,000 | $402K | 0.4% | N/A | 0.132% | |
11/14/2022 | Hennion & Walsh Asset Management Inc. | 519,924 | $5.10M | 0.3% | +20.7% | 1.670% | |
11/10/2022 | Dakota Wealth Management | 17,900 | $176K | 0.0% | N/A | 0.057% | |
11/10/2022 | Wolverine Asset Management LLC | 44,356 | $434K | 0.0% | +236.1% | 0.142% | |
11/8/2022 | Robinson Capital Management LLC | 46,429 | $461K | 0.4% | N/A | 0.149% | |
11/8/2022 | IFP Advisors Inc | 22,725 | $285K | 0.0% | N/A | 0.073% | |
11/3/2022 | Fiera Capital Corp | 208,273 | $2.03M | 0.0% | -0.6% | 0.669% | |
11/2/2022 | Landscape Capital Management L.L.C. | 21,018 | $206K | 0.0% | +26.1% | 0.068% | |
11/2/2022 | Mackay Shields LLC | 1,297,034 | $12.71M | 0.3% | -5.6% | 4.167% | |
11/1/2022 | Kestra Advisory Services LLC | 25,511 | $250K | 0.0% | -8.4% | 0.082% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 71,162 | $697K | 0.0% | -3.8% | 0.229% | |
10/24/2022 | Platform Technology Partners | 12,369 | $121K | 0.1% | -13.0% | 0.040% | |
8/15/2022 | Karpus Management Inc. | 333,177 | $3.66M | 0.1% | N/A | 1.070% | |
8/12/2022 | Integrated Advisors Network LLC | 68,396 | $752K | 0.0% | +10.3% | 0.220% | |
8/11/2022 | Cetera Advisor Networks LLC | 32,988 | $363K | 0.0% | +9.3% | 0.106% | |
8/10/2022 | Fiera Capital Corp | 209,580 | $2.30M | 0.0% | +5.1% | 0.673% | |
8/5/2022 | Landscape Capital Management L.L.C. | 16,670 | $183K | 0.0% | N/A | 0.054% | |
8/4/2022 | Steward Partners Investment Advisory LLC | 5,000 | $55K | 0.0% | +26.6% | 0.016% | |
8/3/2022 | Wolverine Asset Management LLC | 13,199 | $145K | 0.0% | N/A | 0.042% | |
7/22/2022 | Shufro Rose & Co. LLC | 25,700 | $282K | 0.0% | +24.2% | 0.083% | |
7/19/2022 | Commonwealth Equity Services LLC | 14,647 | $160K | 0.0% | -18.8% | 0.047% | |
7/19/2022 | Hennion & Walsh Asset Management Inc. | 430,807 | $4.74M | 0.3% | +16.3% | 1.384% | |
7/18/2022 | Claybrook Capital LLC | 292,141 | $3.21M | 1.9% | +4.9% | 0.938% | |
7/14/2022 | Tompkins Financial Corp | 13,627 | $150K | 0.0% | -42.3% | 0.044% | |
5/17/2022 | Family Management Corp | 26,892 | $345K | 0.1% | -22.6% | 0.086% | |
5/12/2022 | Tompkins Financial Corp | 23,627 | $303K | 0.0% | N/A | 0.076% | |
5/9/2022 | Fiera Capital Corp | 199,504 | $2.56M | 0.0% | +183.0% | 0.641% | |
5/9/2022 | Herold Advisors Inc. | 2,700 | $35K | 0.0% | N/A | 0.009% | |
5/2/2022 | Integrated Advisors Network LLC | 62,007 | $795K | 0.0% | +6.3% | 0.199% | |
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4/27/2022 | Avantax Advisory Services Inc. | 10,100 | $130K | 0.0% | N/A | 0.032% | |
4/26/2022 | Kestra Advisory Services LLC | 26,536 | $340K | 0.0% | -3.7% | 0.085% | |
4/26/2022 | Hennion & Walsh Asset Management Inc. | 370,386 | $4.75M | 0.3% | +9.5% | 1.190% | |
4/20/2022 | GPS Wealth Strategies Group LLC | 2,360 | $30K | 0.0% | N/A | 0.008% | |
2/14/2022 | Guggenheim Capital LLC | 389,449 | $5.57M | 0.0% | +0.4% | 1.251% | |
2/10/2022 | Private Advisor Group LLC | 10,950 | $156K | 0.0% | -13.1% | 0.035% | |
2/8/2022 | Fiera Capital Corp | 70,503 | $1.01M | 0.0% | +184.7% | 0.226% | |
2/8/2022 | Steward Partners Investment Advisory LLC | 3,500 | $50K | 0.0% | +40.0% | 0.011% | |
2/8/2022 | Bank of America Corp DE | 341,175 | $4.88M | 0.0% | +5.9% | 1.096% | |
2/7/2022 | Brandywine Oak Private Wealth LLC | 11,935 | $170K | 0.0% | +8.4% | 0.038% | |