4/24/2024 | Blue Bell Private Wealth Management LLC | 8,363 | $101K | 0.0% | +736.3% | 0.000% | |
4/24/2024 | Dakota Wealth Management | 297,590 | $3.59M | 0.1% | +7.3% | 0.000% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 53,502 | $645K | 0.1% | -5.4% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 108,280 | $1.31M | 0.0% | +7.8% | 0.000% | |
4/18/2024 | Edmonds Duncan Registered Investment Advisors LLC | 137,265 | $1.66M | 0.4% | -1.3% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 1,292,667 | $15.59M | 0.0% | -2.6% | 0.000% | |
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4/17/2024 | Hennion & Walsh Asset Management Inc. | 83,722 | $1.01M | 0.1% | -67.4% | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 16,859 | $203K | 0.0% | +13.7% | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 371,556 | $4.33M | 0.0% | +21.0% | 0.000% | |
2/14/2024 | Pathstone Holdings LLC | 3,131,541 | $36.45M | 0.2% | N/A | 0.000% | |
2/14/2024 | Vivaldi Capital Management LP | 162,754 | $1.91M | 0.6% | -57.9% | 0.000% | |
2/13/2024 | Karpus Management Inc. | 12,403,877 | $144.38M | 4.4% | +16.9% | 0.000% | |
2/13/2024 | Wellspring Financial Advisors LLC | 38,350 | $446K | 0.0% | +2.5% | 0.000% | |
2/12/2024 | Gridiron Partners LLC | 91,378 | $1.06M | 0.8% | N/A | 0.000% | |
2/12/2024 | Weiss Asset Management LP | 17,901 | $208K | 0.0% | N/A | 0.000% | |
2/9/2024 | ProVise Management Group LLC | 30,809 | $359K | 0.0% | -5.7% | 0.000% | |
2/9/2024 | City of London Investment Management Co. Ltd. | 189,472 | $2.21M | 0.2% | +82.9% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 572,644 | $6.67M | 0.0% | -8.6% | 0.000% | |
2/9/2024 | PNC Financial Services Group Inc. | 371,556 | $4.33M | 0.0% | +21.0% | 0.000% | |
2/8/2024 | Allegheny Financial Group LTD | 65,033 | $757K | 0.2% | +10.2% | 0.000% | |
2/8/2024 | Robinson Capital Management LLC | 397,932 | $4.64M | 1.6% | +26.6% | 0.000% | |
2/7/2024 | Avantax Advisory Services Inc. | 19,257 | $224K | 0.0% | -32.8% | 0.000% | |
2/6/2024 | M&T Bank Corp | 14,938 | $174K | 0.0% | -13.8% | 0.000% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 21,170 | $246K | 0.0% | -18.1% | 0.000% | |
2/5/2024 | Van ECK Associates Corp | 535,712 | $6.24M | 0.0% | +10.9% | 0.000% | |
2/5/2024 | Choreo LLC | 30,020 | $349K | 0.0% | N/A | 0.000% | |
2/5/2024 | Intellectus Partners LLC | 410,547 | $4.78M | 1.4% | +5.3% | 0.000% | |
2/2/2024 | Mackay Shields LLC | 78,560 | $914K | 0.0% | N/A | 0.000% | |
1/30/2024 | Scissortail Wealth Management LLC | 12,975 | $150K | 0.0% | N/A | 0.000% | |
1/30/2024 | Tyche Wealth Partners LLC | 16,520 | $192K | 0.0% | N/A | 0.000% | |
1/30/2024 | Dakota Wealth Management | 277,397 | $3.23M | 0.1% | +18.4% | 0.000% | |
1/29/2024 | Altus Wealth Group LLC | 13,701 | $159K | 0.1% | -25.6% | 0.000% | |
1/29/2024 | Genesee Capital Advisors LLC | 25,998 | $303K | 0.2% | N/A | 0.000% | |
1/29/2024 | Wealth Effects LLC | 18,458 | $215K | 0.1% | N/A | 0.000% | |
1/26/2024 | Cerity Partners LLC | 12,140 | $141K | 0.0% | N/A | 0.000% | |
1/22/2024 | Drive Wealth Management LLC | 11,214 | $131K | 0.0% | N/A | 0.000% | |
1/22/2024 | Melfa Wealth Management LLC | 110,981 | $1.29M | 1.2% | +3.7% | 0.000% | |
1/17/2024 | Flagship Private Wealth LLC | 178,888 | $2.08M | 1.6% | -0.8% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 100,455 | $1.17M | 0.0% | +6.5% | 0.000% | |
1/16/2024 | Raymond James & Associates | 133,906 | $1.56M | 0.0% | +8.1% | 0.000% | |
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1/11/2024 | Edmonds Duncan Registered Investment Advisors LLC | 139,084 | $1.62M | 0.4% | +1.0% | 0.000% | |
1/5/2024 | Capital Investment Advisors LLC | 304,349 | $3.54M | 0.1% | -13.0% | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 131,131 | $1.33M | 0.0% | +47.6% | 0.000% | |
11/14/2023 | AQR Arbitrage LLC | 436,976 | $4.44M | 0.2% | +88.2% | 0.000% | |
11/14/2023 | Saba Capital Management L.P. | 1,968,132 | $19.98M | 0.5% | -0.3% | 0.000% | |
11/14/2023 | Alpine Global Management LLC | 28,675 | $291K | 0.1% | -44.0% | 0.000% | |
11/14/2023 | Robinson Capital Management LLC | 314,273 | $3.21M | 1.4% | +16.5% | 0.000% | |
11/13/2023 | Mystic Asset Management Inc. | 21,000 | $213K | 0.1% | N/A | 0.000% | |
11/13/2023 | Ranch Capital Advisors Inc. | 19,465 | $198K | 0.1% | -23.2% | 0.000% | |
11/13/2023 | PNC Financial Services Group Inc. | 307,000 | $3.12M | 0.0% | -1.5% | 0.000% | |
11/9/2023 | City of London Investment Management Co. Ltd. | 103,574 | $1.05M | 0.1% | -10.5% | 0.000% | |
11/9/2023 | Karpus Management Inc. | 10,612,310 | $107.72M | 3.6% | +7.3% | 0.000% | |
11/9/2023 | UBS Group AG | 248,153 | $2.52M | 0.0% | -7.2% | 0.000% | |
11/8/2023 | HighTower Advisors LLC | 349,959 | $3.55M | 0.0% | +2.2% | 0.000% | |
11/8/2023 | Pathstone Family Office LLC | 10,281 | $104K | 0.0% | -37.7% | 0.000% | |
11/8/2023 | Fort Point Capital Partners LLC | 15,688 | $159K | 0.0% | N/A | 0.000% | |
11/8/2023 | Van ECK Associates Corp | 483,276 | $4.91M | 0.0% | -1.8% | 0.000% | |
11/8/2023 | Atria Wealth Solutions Inc. | 14,414 | $147K | 0.0% | -11.2% | 0.000% | |
11/8/2023 | Landscape Capital Management L.L.C. | 35,451 | $360K | 0.0% | +18.4% | 0.000% | |
11/8/2023 | Avantax Advisory Services Inc. | 28,642 | $291K | 0.0% | +49.9% | 0.000% | |
11/7/2023 | Kingsview Wealth Management LLC | 40,149 | $408K | 0.0% | +121.2% | 0.000% | |
11/6/2023 | Sfmg LLC | 12,732 | $129K | 0.0% | N/A | 0.000% | |
11/6/2023 | Ieq Capital LLC | 24,494 | $249K | 0.0% | +22.9% | 0.000% | |
11/4/2023 | Noesis Capital Mangement Corp | 25,249 | $256K | 0.1% | -25.1% | 0.000% | |
11/3/2023 | Welch & Forbes LLC | 68,446 | $695K | 0.0% | -6.8% | 0.000% | |
11/1/2023 | Ironsides Asset Advisors LLC | 41,232 | $419K | 0.2% | +9.0% | 0.000% | |
10/30/2023 | Arete Wealth Advisors LLC | 37,572 | $381K | 0.1% | -4.5% | 0.000% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 349,983 | $3.55M | 0.2% | -2.8% | 0.000% | |
10/27/2023 | Oarsman Capital Inc. | 45,210 | $459K | 0.2% | -20.6% | 0.000% | |
10/26/2023 | Park Avenue Securities LLC | 15,908 | $161K | 0.0% | N/A | 0.000% | |
10/26/2023 | Advisor Partners II LLC | 803,637 | $8.16M | 0.3% | N/A | 0.000% | |
10/25/2023 | Intellectus Partners LLC | 389,719 | $3.97M | 1.3% | +2.2% | 0.000% | |
10/24/2023 | Stratos Wealth Advisors LLC | 21,684 | $220K | 0.0% | N/A | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 94,366 | $958K | 0.0% | +3.7% | 0.000% | |
10/24/2023 | Raymond James & Associates | 123,836 | $1.26M | 0.0% | +4.8% | 0.000% | |
10/24/2023 | Dakota Wealth Management | 234,358 | $2.38M | 0.1% | +10.6% | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 51,655 | $524K | 0.0% | -13.8% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 109,277 | $1.11M | 0.0% | +3.1% | 0.000% | |
10/20/2023 | Walter & Keenan Wealth Management LLC IN ADV | 16,000 | $162K | 0.1% | +45.5% | 0.000% | |
10/20/2023 | Shulman DeMeo Asset Management LLC | 16,846 | $171K | 0.1% | -6.7% | 0.000% | |
10/19/2023 | Flagship Private Wealth LLC | 180,368 | $1.83M | 1.6% | +2.6% | 0.000% | |
10/17/2023 | Avior Wealth Management LLC | 20,752 | $211K | 0.0% | -44.0% | 0.000% | |
10/16/2023 | Riverbridge Partners LLC | 78,923 | $801K | 0.0% | +10.7% | 0.000% | |
10/16/2023 | Capital Investment Advisors LLC | 349,763 | $3.55M | 0.1% | -4.4% | 0.000% | |
10/16/2023 | Edmonds Duncan Registered Investment Advisors LLC | 137,718 | $1.40M | 0.2% | +0.9% | 0.000% | |
10/13/2023 | Institute for Wealth Management LLC. | 13,225 | $134K | 0.0% | N/A | 0.000% | |
8/24/2023 | ProVise Management Group LLC | 32,686 | $374K | 0.0% | -3.5% | 0.000% | |
8/15/2023 | Rivernorth Capital Management LLC | 1,071,859 | $12.26M | 0.6% | +37.6% | 0.000% | |
8/15/2023 | Ironsides Asset Advisors LLC | 37,812 | $431K | 0.2% | +13.8% | 0.000% | |
8/14/2023 | Vivaldi Capital Management LP | 374,242 | $4.28M | 1.3% | -1.2% | 0.000% | |
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8/14/2023 | Horizon Kinetics Asset Management LLC | 105,461 | $1.21M | 0.0% | -3.7% | 0.000% | |
8/11/2023 | Karpus Management Inc. | 9,888,718 | $113.13M | 3.6% | +1.0% | 0.000% | |
8/11/2023 | City of London Investment Management Co. Ltd. | 115,722 | $1.32M | 0.1% | -11.1% | 0.000% | |
8/11/2023 | Landscape Capital Management L.L.C. | 29,935 | $342K | 0.0% | +6.4% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 332,300 | $3.80M | 0.0% | -9.6% | 0.000% | |
8/10/2023 | FWL Investment Management LLC | 21,830 | $250K | 0.2% | -49.9% | 0.000% | |
8/10/2023 | Oarsman Capital Inc. | 56,970 | $652K | 0.3% | -28.1% | 0.000% | |
8/10/2023 | Sit Investment Associates Inc. | 396,653 | $4.54M | 0.1% | +91.3% | 0.000% | |
8/10/2023 | Cetera Investment Advisers | 17,369 | $199K | 0.0% | -59.5% | 0.000% | |
8/8/2023 | Fisher Asset Management LLC | 11,713 | $134K | 0.0% | N/A | 0.000% | |