3/8/2024 | ICA Group Wealth Management LLC | 6,516 | $0.12M | 0.0% | N/A | 0.008% | |
3/1/2024 | Goldman Sachs Group Inc. | 577,806 | $10.33M | 0.0% | +2.1% | 0.723% | |
2/15/2024 | Barclays PLC | 32,491 | $0.58M | 0.0% | -83.8% | 0.041% | |
2/15/2024 | West Tower Group LLC | 18,549 | $0.33M | 0.7% | N/A | 0.023% | |
2/15/2024 | Grizzlyrock Capital LLC | 498,532 | $8.91M | 6.7% | N/A | 0.623% | |
2/14/2024 | Royal Bank of Canada | 310,264 | $5.55M | 0.0% | -1.2% | 0.388% | |
|
2/14/2024 | Creative Planning | 44,072 | $0.79M | 0.0% | -8.0% | 0.055% | |
2/14/2024 | Wasserstein Debt Opportunities Management L.P. | 6,698,251 | $119.70M | 100.0% | N/A | 8.376% | |
2/13/2024 | Goldman Sachs Group Inc. | 577,806 | $10.33M | 0.0% | +2.1% | 0.723% | |
2/9/2024 | Advisory Services Network LLC | 4,800 | $86K | 0.0% | N/A | 0.006% | |
2/9/2024 | Corient Private Wealth LLC | 465,158 | $8.31M | 0.0% | N/A | 0.582% | |
2/9/2024 | UBS Group AG | 50,506 | $0.90M | 0.0% | -9.2% | 0.063% | |
2/8/2024 | ING Groep NV | 95,000 | $1.70M | 0.0% | +31.9% | 0.119% | |
2/8/2024 | Brown Advisory Inc. | 85,613 | $1.53M | 0.0% | +6.2% | 0.107% | |
2/8/2024 | Independent Advisor Alliance | 50,412 | $0.90M | 0.0% | +11.4% | 0.063% | |
2/7/2024 | Jump Financial LLC | 14,000 | $0.25M | 0.0% | N/A | 0.018% | |
2/6/2024 | Sheets Smith Wealth Management | 12,202 | $0.22M | 0.0% | +11.2% | 0.015% | |
2/6/2024 | Sapient Capital LLC | 10,501 | $0.19M | 0.0% | N/A | 0.013% | |
2/5/2024 | Pekin Hardy Strauss Inc. | 22,750 | $0.41M | 0.1% | N/A | 0.028% | |
2/2/2024 | O Brien Greene & Co. Inc | 50,000 | $0.89M | 0.3% | +4.2% | 0.063% | |
2/2/2024 | Atria Wealth Solutions Inc. | 27,000 | $0.48M | 0.0% | -25.0% | 0.034% | |
2/1/2024 | Gimbal Financial | 27,045 | $0.48M | 0.5% | N/A | 0.034% | |
1/31/2024 | J.W. Cole Advisors Inc. | 19,750 | $0.35M | 0.0% | +23.4% | 0.025% | |
1/26/2024 | Cerity Partners LLC | 22,000 | $0.39M | 0.0% | N/A | 0.028% | |
1/23/2024 | FAS Wealth Partners Inc. | 54,868 | $0.98M | 0.1% | +36.8% | 0.069% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 29,131 | $0.52M | 0.0% | +46.9% | 0.036% | |
1/16/2024 | Raymond James & Associates | 454,360 | $8.12M | 0.0% | +39.5% | 0.568% | |
1/12/2024 | Adams Asset Advisors LLC | 5,446,477 | $97.33M | 13.1% | +0.1% | 6.811% | |
1/12/2024 | Advisor Resource Council | 12,060 | $0.22M | 0.0% | N/A | 0.015% | |
11/15/2023 | GSA Capital Partners LLP | 10,280 | $0.20M | 0.0% | -41.3% | 0.013% | |
11/15/2023 | Royal Bank of Canada | 314,020 | $6M | 0.0% | +1.1% | 0.393% | |
11/9/2023 | UBS Group AG | 55,652 | $1.06M | 0.0% | -7.8% | 0.070% | |
11/8/2023 | O Brien Greene & Co. Inc | 48,000 | $0.92M | 0.3% | N/A | 0.060% | |
11/8/2023 | HighTower Advisors LLC | 21,566 | $0.41M | 0.0% | -22.0% | 0.027% | |
11/8/2023 | Atria Wealth Solutions Inc. | 36,000 | $0.69M | 0.0% | +2.9% | 0.045% | |
11/7/2023 | Barclays PLC | 200,870 | $3.84M | 0.0% | +38.1% | 0.251% | |
11/6/2023 | F M Investments LLC | 549,655 | $10.50M | 7.8% | -3.8% | 0.687% | |
10/30/2023 | Barnett & Company Inc. | 285,682 | $5.46M | 4.3% | -0.9% | 0.357% | |
10/24/2023 | J.W. Cole Advisors Inc. | 16,000 | $0.31M | 0.0% | -5.9% | 0.020% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 19,831 | $0.38M | 0.0% | +34.6% | 0.025% | |
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10/24/2023 | Raymond James & Associates | 325,667 | $6.22M | 0.0% | +8.9% | 0.407% | |
10/24/2023 | FinTrust Capital Advisors LLC | 1,400 | $27K | 0.0% | -51.7% | 0.002% | |
10/23/2023 | FAS Wealth Partners Inc. | 40,098 | $0.77M | 0.1% | N/A | 0.050% | |
10/11/2023 | AE Wealth Management LLC | 14,622 | $0.28M | 0.0% | N/A | 0.018% | |
9/21/2023 | Barclays PLC | 145,500 | $2.31M | 0.0% | +272.8% | 0.182% | |
8/21/2023 | Osaic Holdings Inc. | 18,331 | $0.29M | 0.0% | -10.2% | 0.023% | |
8/16/2023 | GTS Securities LLC | 27,826 | $0.44M | 0.0% | N/A | 0.035% | |
8/15/2023 | Goldman Sachs Group Inc. | 552,591 | $8.76M | 0.0% | -1.1% | 0.691% | |
8/15/2023 | Royal Bank of Canada | 310,544 | $4.93M | 0.0% | +4.5% | 0.388% | |
8/15/2023 | Bienville Capital Management LLC | 341,101 | $5.41M | 1.8% | -4.2% | 0.427% | |
8/14/2023 | Price Jennifer C. | 571,155 | $9.06M | 3.1% | N/A | 0.714% | |
8/14/2023 | IFP Advisors Inc | 2,000 | $32K | 0.0% | N/A | 0.003% | |
8/11/2023 | Geode Capital Management LLC | 54,091 | $0.86M | 0.0% | +9.8% | 0.068% | |
8/10/2023 | Osaic Holdings Inc. | 18,331 | $0.29M | 0.0% | -10.2% | 0.023% | |
8/9/2023 | BNP Paribas Arbitrage SNC | 2,310 | $37K | 0.0% | -83.4% | 0.003% | |
8/9/2023 | Sheets Smith Wealth Management | 10,600 | $0.17M | 0.0% | N/A | 0.013% | |
8/3/2023 | Atria Wealth Solutions Inc. | 35,000 | $0.56M | 0.0% | -10.3% | 0.044% | |
8/3/2023 | Barclays PLC | 145,500 | $2.31M | 0.0% | +272.8% | 0.182% | |
7/31/2023 | LPL Financial LLC | 148,533 | $2.36M | 0.0% | +2.6% | 0.186% | |
7/31/2023 | F M Investments LLC | 571,155 | $9.06M | 6.7% | N/A | 0.714% | |
7/28/2023 | Independent Advisor Alliance | 45,262 | $0.72M | 0.0% | -2.2% | 0.057% | |
7/27/2023 | J.W. Cole Advisors Inc. | 17,000 | $0.27M | 0.0% | +5.3% | 0.021% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 14,731 | $0.23M | 0.0% | +11.3% | 0.018% | |
7/25/2023 | Raymond James & Associates | 299,082 | $4.74M | 0.0% | +0.4% | 0.374% | |
7/11/2023 | ARS Investment Partners LLC | 27,000 | $0.43M | 0.1% | +31.7% | 0.034% | |
5/17/2023 | Advisory Services Network LLC | 8,000 | $0.14M | 0.0% | -20.0% | 0.010% | |
5/16/2023 | Jane Street Group LLC | 11,214 | $0.20M | 0.0% | -69.9% | 0.014% | |
5/16/2023 | Springhouse Capital Management LP | 146,911 | $2.55M | 3.4% | +5.5% | 0.184% | |
5/15/2023 | Moneta Group Investment Advisors LLC | 26,600 | $0.46M | 0.0% | N/A | 0.033% | |
5/12/2023 | BNP Paribas Arbitrage SNC | 13,940 | $0.24M | 0.0% | -47.4% | 0.017% | |
5/12/2023 | Bank of America Corp DE | 27,913 | $0.49M | 0.0% | +1,240.7% | 0.035% | |
5/12/2023 | UBS Group AG | 38,264 | $0.67M | 0.0% | -51.0% | 0.048% | |
5/12/2023 | NewEdge Advisors LLC | 11,231 | $0.20M | 0.0% | -9.5% | 0.014% | |
5/12/2023 | HighTower Advisors LLC | 34,887 | $0.61M | 0.0% | -8.2% | 0.044% | |
5/11/2023 | FMR LLC | 612,948 | $10.65M | 0.0% | -0.9% | 0.768% | |
5/11/2023 | Citigroup Inc. | 14,128 | $0.25M | 0.0% | -57.0% | 0.018% | |
5/10/2023 | LPL Financial LLC | 144,794 | $2.52M | 0.0% | +50.5% | 0.181% | |
5/9/2023 | Tower Research Capital LLC TRC | 1,689 | $29K | 0.0% | +335.3% | 0.002% | |
5/9/2023 | Column Capital Advisors LLC | 65,638 | $1.14M | 0.2% | +1.0% | 0.082% | |
5/9/2023 | Wedbush Securities Inc. | 13,831 | $0.24M | 0.0% | -10.4% | 0.017% | |
5/4/2023 | Barclays PLC | 39,030 | $0.68M | 0.0% | +742.8% | 0.049% | |
4/28/2023 | Ameritas Advisory Services LLC | 4,400 | $76K | 0.0% | -58.5% | 0.006% | |
4/14/2023 | Raymond James & Associates | 297,821 | $5.18M | 0.0% | +13.6% | 0.373% | |
4/5/2023 | ARS Investment Partners LLC | 20,500 | $0.36M | 0.0% | N/A | 0.026% | |
2/16/2023 | CreativeOne Wealth LLC | 12,919 | $0.22M | 0.0% | N/A | 0.016% | |
2/15/2023 | Epacria Capital Partners LLC | 54,005 | $0.91M | 0.7% | N/A | 0.068% | |
2/15/2023 | Linscomb & Williams Inc. | 110,889 | $1.87M | 0.1% | -23.1% | 0.140% | |
2/15/2023 | Money Concepts Capital Corp | 10,000 | $0.17M | 0.0% | N/A | 0.013% | |
2/15/2023 | Morgan Stanley | 887,601 | $14.98M | 0.0% | +64.4% | 1.121% | |
2/15/2023 | FinTrust Capital Advisors LLC | 2,900 | $49K | 0.0% | -27.5% | 0.004% | |
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2/15/2023 | ICA Group Wealth Management LLC | 6,516 | $0.11M | 0.0% | N/A | 0.008% | |
2/13/2023 | Brown Advisory Inc. | 80,613 | $1.36M | 0.0% | +27.7% | 0.102% | |
2/13/2023 | Wells Fargo & Company MN | 44,557 | $0.75M | 0.0% | -47.9% | 0.056% | |
2/13/2023 | Barclays PLC | 4,631 | $78K | 0.0% | N/A | 0.006% | |
2/13/2023 | GSA Capital Partners LLP | 14,540 | $0.25M | 0.0% | -19.2% | 0.018% | |
2/13/2023 | Atria Wealth Solutions Inc. | 39,000 | $0.66M | 0.0% | +95.0% | 0.049% | |
2/13/2023 | CIBC Private Wealth Group LLC | 12,000 | $0.20M | 0.0% | N/A | 0.015% | |
2/13/2023 | Knott David M Jr | 4,325,000 | $73.01M | 27.6% | -2.6% | 5.462% | |
2/13/2023 | JPMorgan Chase & Co. | 8,108 | $0.14M | 0.0% | +407.1% | 0.010% | |
2/13/2023 | ING Groep NV | 72,000 | $1.22M | 0.0% | N/A | 0.091% | |