5/7/2024 | Concurrent Investment Advisors LLC | 42,835 | $491K | 0.0% | -5.0% | 0.000% | |
5/7/2024 | Meixler Investment Management Ltd. | 24,500 | $281K | 0.2% | -23.9% | 0.000% | |
5/6/2024 | Gill Capital Partners LLC | 756,308 | $8.27M | 3.3% | +10.6% | 0.000% | |
5/2/2024 | Mutual Advisors LLC | 167,773 | $1.92M | 0.1% | -3.6% | 0.000% | |
5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 70,226 | $805K | 0.0% | -18.8% | 0.000% | |
5/2/2024 | Choreo LLC | 40,548 | $465K | 0.0% | N/A | 0.000% | |
|
5/2/2024 | Palisade Asset Management LLC | 3,800 | $44K | 0.0% | N/A | 0.000% | |
5/1/2024 | Wakefield Asset Management LLLP | 154,328 | $1.77M | 0.6% | +3.4% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 118,374 | $1.36M | 0.0% | -5.6% | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 108,434 | $1.24M | 0.0% | +1.2% | 0.000% | |
4/30/2024 | Van ECK Associates Corp | 1,679,665 | $19.25M | 0.0% | -0.3% | 0.000% | |
4/30/2024 | Allspring Global Investments Holdings LLC | 1,406,840 | $16.12M | 0.0% | +3.6% | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 428,270 | $4.91M | 0.0% | -13.1% | 0.000% | |
4/29/2024 | Crescent Grove Advisors LLC | 58,890 | $677K | 0.1% | N/A | 0.000% | |
4/26/2024 | Riverbridge Partners LLC | 117,233 | $1.34M | 0.0% | +2.8% | 0.000% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 195,737 | $2.24M | 0.1% | N/A | 0.000% | |
4/25/2024 | GFS Advisors LLC | 337,000 | $3.86M | 0.6% | -5.6% | 0.000% | |
4/25/2024 | Summit Financial LLC | 19,385 | $223K | 0.0% | N/A | 0.000% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 203,581 | $2.33M | 0.0% | +23.7% | 0.000% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 7,600 | $87K | 0.0% | N/A | 0.000% | |
4/24/2024 | Dakota Wealth Management | 482,748 | $5.53M | 0.1% | +1.4% | 0.000% | |
4/24/2024 | Ackerman Capital Advisors LLC | 26,829 | $307K | 0.1% | N/A | 0.000% | |
4/23/2024 | Tyche Wealth Partners LLC | 421,449 | $4.83M | 1.2% | +3.5% | 0.000% | |
4/23/2024 | Summit Trail Advisors LLC | 16,032 | $185K | 0.0% | -10.1% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 693,358 | $7.95M | 0.0% | +5.5% | 0.000% | |
4/22/2024 | Parsons Capital Management Inc. RI | 47,380 | $543K | 0.0% | -2.5% | 0.000% | |
4/22/2024 | Raymond James & Associates | 462,864 | $5.30M | 0.0% | -0.4% | 0.000% | |
4/22/2024 | Eagle Bluffs Wealth Management LLC | 560,497 | $6.45M | 4.0% | +1.8% | 0.000% | |
4/22/2024 | American Institute for Advanced Investment Management LLP | 10,767 | $123K | 0.1% | N/A | 0.000% | |
4/19/2024 | Fruth Investment Management | 10,431 | $119K | 0.0% | -39.9% | 0.000% | |
4/18/2024 | Silverlake Wealth Management LLC | 32,243 | $370K | 0.2% | +26.8% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 1,406,840 | $16.12M | 0.0% | +3.6% | 0.000% | |
4/18/2024 | Barry Investment Advisors LLC | 43,388 | $499K | 0.2% | -4.5% | 0.000% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 1,784,006 | $20.45M | 1.1% | -1.8% | 0.000% | |
4/16/2024 | Occidental Asset Management LLC | 11,231 | $129K | 0.0% | N/A | 0.000% | |
4/16/2024 | Indiana Trust & Investment Management CO | 225,001 | $2.58M | 1.0% | -4.3% | 0.000% | |
4/16/2024 | Congress Park Capital LLC | 225,000 | $2.58M | 1.1% | +36.4% | 0.000% | |
4/15/2024 | Sunbelt Securities Inc. | 18,194 | $209K | 0.0% | -35.6% | 0.000% | |
4/11/2024 | Integrated Capital Management Inc. | 33,223 | $381K | 0.3% | +23.5% | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 240,284 | $2.75M | 0.0% | +4.1% | 0.000% | |
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4/5/2024 | CWM LLC | 24,840 | $285K | 0.0% | +381.3% | 0.000% | |
4/4/2024 | Moody National Bank Trust Division | 12,981 | $149K | 0.0% | -22.5% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 20,150 | $231K | 0.0% | N/A | 0.000% | |
3/22/2024 | Livelsberger Financial Advisory | 3,192 | $37K | 0.0% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 174,482 | $2.00M | 0.0% | +3.4% | 0.000% | |
3/14/2024 | Leo Wealth LLC | 130,964 | $1.50M | 0.2% | N/A | 0.000% | |
2/29/2024 | Tortoise Investment Management LLC | 364,172 | $4.17M | 0.6% | -5.0% | 0.000% | |
2/26/2024 | Virtu Financial LLC | 22,881 | $262K | 0.0% | N/A | 0.000% | |
2/23/2024 | Chicago Partners Investment Group LLC | 18,489 | $205K | 0.0% | N/A | 0.000% | |
2/15/2024 | Palogic Value Management L.P. | 123,305 | $1.41M | 0.6% | +74.8% | 0.000% | |
2/15/2024 | Cohen & Steers Inc. | 334,410 | $3.83M | 0.0% | +11.3% | 0.000% | |
2/14/2024 | LM Advisors LLC | 321,323 | $3.68M | 0.7% | N/A | 0.000% | |
2/14/2024 | Sollinda Capital Management LLC | 38,400 | $440K | 0.1% | N/A | 0.000% | |
2/14/2024 | XML Financial LLC | 141,665 | $1.62M | 0.2% | -15.7% | 0.000% | |
2/14/2024 | Beacon Investment Advisors LLC | 13,802 | $158K | 0.1% | -30.8% | 0.000% | |
2/13/2024 | Karpus Management Inc. | 11,763,244 | $134.69M | 4.1% | +22.3% | 0.000% | |
2/13/2024 | Cornerstone Advisory LLC | 215,911 | $2.47M | 0.4% | -21.6% | 0.000% | |
2/12/2024 | Relative Value Partners Group LLC | 43,074 | $493K | 0.0% | N/A | 0.000% | |
2/12/2024 | Catalytic Wealth RIA LLC | 90,656 | $1.04M | 0.5% | N/A | 0.000% | |
2/12/2024 | Weiss Asset Management LP | 79,760 | $913K | 0.0% | N/A | 0.000% | |
2/12/2024 | Stifel Financial Corp | 467,559 | $5.35M | 0.0% | +70.2% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 53,617 | $614K | 0.0% | +96.6% | 0.000% | |
2/9/2024 | Advisory Services Network LLC | 75,399 | $863K | 0.0% | -15.9% | 0.000% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 164,636 | $1.89M | 0.0% | -5.5% | 0.000% | |
2/9/2024 | Barry Investment Advisors LLC | 45,424 | $520K | 0.2% | +325.5% | 0.000% | |
2/9/2024 | City of London Investment Management Co. Ltd. | 307,298 | $3.52M | 0.3% | +125.6% | 0.000% | |
2/9/2024 | Journey Strategic Wealth LLC | 53,062 | $608K | 0.0% | +50.0% | 0.000% | |
2/9/2024 | Corient Private Wealth LLC | 49,165 | $563K | 0.0% | +259.8% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 2,099,206 | $24.04M | 0.0% | -11.8% | 0.000% | |
2/9/2024 | UBS Group AG | 2,690,007 | $30.80M | 0.0% | -6.1% | 0.000% | |
2/9/2024 | PNC Financial Services Group Inc. | 174,482 | $2.00M | 0.0% | +3.4% | 0.000% | |
2/8/2024 | Sheaff Brock Investment Advisors LLC | 13,178 | $151K | 0.0% | -9.3% | 0.000% | |
2/8/2024 | Brown Advisory Inc. | 28,744 | $329K | 0.0% | -52.0% | 0.000% | |
2/8/2024 | Robinson Capital Management LLC | 1,238,800 | $14.18M | 5.0% | +11.6% | 0.000% | |
2/8/2024 | Tortoise Investment Management LLC | 335,614 | $3.78M | 0.5% | -12.5% | 0.000% | |
2/8/2024 | Kingsview Wealth Management LLC | 17,627 | $202K | 0.0% | +49.6% | 0.000% | |
2/8/2024 | Fiera Capital Corp | 875,539 | $10.03M | 0.0% | N/A | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 125,336 | $1.44M | 0.0% | -19.8% | 0.000% | |
2/7/2024 | JFS Wealth Advisors LLC | 3,975 | $46K | 0.0% | -98.1% | 0.000% | |
2/7/2024 | Principal Securities Inc. | 9,800 | $112K | 0.0% | N/A | 0.000% | |
2/6/2024 | Cullen Frost Bankers Inc. | 9,748 | $112K | 0.0% | -28.0% | 0.000% | |
2/6/2024 | Peddock Capital Advisors LLC | 25,170 | $288K | 0.1% | N/A | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 107,119 | $1.23M | 0.0% | -5.0% | 0.000% | |
2/6/2024 | Summit Trail Advisors LLC | 17,826 | $204K | 0.0% | N/A | 0.000% | |
2/6/2024 | Spire Wealth Management | 34,298 | $380K | 0.0% | -13.1% | 0.000% | |
2/6/2024 | TCG Advisory Services LLC | 15,000 | $172K | 0.0% | N/A | 0.000% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 204,597 | $2.34M | 0.1% | -3.6% | 0.000% | |
2/6/2024 | Fortitude Advisory Group L.L.C. | 29,062 | $333K | 0.2% | +8.1% | 0.000% | |
2/5/2024 | Van ECK Associates Corp | 1,684,889 | $19.29M | 0.0% | +15.6% | 0.000% | |
2/5/2024 | Stonebrook Private Inc. | 11,791 | $135K | 0.0% | N/A | 0.000% | |
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2/2/2024 | Meixler Investment Management Ltd. | 32,200 | $369K | 0.3% | -27.3% | 0.000% | |
2/2/2024 | Truist Financial Corp | 47,351 | $542K | 0.0% | -68.0% | 0.000% | |
2/2/2024 | Alesco Advisors LLC | 14,434 | $165K | 0.0% | N/A | 0.000% | |
2/1/2024 | Element Wealth LLC | 29,996 | $343K | 0.2% | -3.4% | 0.000% | |
2/1/2024 | RWA Wealth Partners LLC | 10,000 | $114K | 0.0% | -32.2% | 0.000% | |
2/1/2024 | Capital Investment Advisory Services LLC | 41,195 | $472K | 0.0% | +7.3% | 0.000% | |
1/31/2024 | Western Wealth Management LLC | 33,198 | $380K | 0.0% | -10.2% | 0.000% | |
1/30/2024 | Tyche Wealth Partners LLC | 407,244 | $4.66M | 1.1% | N/A | 0.000% | |
1/30/2024 | Avior Wealth Management LLC | 99,000 | $1.13M | 0.1% | +4.1% | 0.000% | |
1/30/2024 | Eagle Bluffs Wealth Management LLC | 550,752 | $6.31M | 4.3% | +59.1% | 0.000% | |