8/18/2025 | Nomura Holdings Inc. | 10,000 | $103K | 0.0% | N/A | 0.000% | |
8/18/2025 | Geneos Wealth Management Inc. | 5,231 | $54K | 0.0% | -28.5% | 0.000% | |
8/15/2025 | Captrust Financial Advisors | 10,032 | $103K | 0.0% | N/A | 0.000% | |
8/14/2025 | Jane Street Group LLC | 11,529 | $119K | 0.0% | N/A | 0.000% | |
8/14/2025 | Raymond James Financial Inc. | 22,406 | $231K | 0.0% | -7.4% | 0.000% | |
8/14/2025 | Karpus Management Inc. | 1,144,987 | $11.81M | 0.4% | +59.5% | 0.000% | |
8/13/2025 | Guggenheim Capital LLC | 296,544 | $3.06M | 0.0% | +87.4% | 0.000% | |
8/13/2025 | Wellspring Financial Advisors LLC | 12,091 | $125K | 0.0% | N/A | 0.000% | |
8/13/2025 | Lido Advisors LLC | 370,367 | $3.82M | 0.0% | -36.8% | 0.000% | |
8/13/2025 | Balanced Wealth Group LLC | 14,313 | $145K | 0.1% | -87.3% | 0.000% | |
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8/13/2025 | Choreo LLC | 11,304 | $117K | 0.0% | -26.8% | 0.000% | |
8/12/2025 | Advisors Asset Management Inc. | 580,533 | $5.99M | 0.1% | +10.2% | 0.000% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 6,690 | $69K | 0.0% | -28.4% | 0.000% | |
8/11/2025 | Traub Capital Management LLC | 42,918 | $442K | 0.4% | N/A | 0.000% | |
8/11/2025 | Rothschild Investment LLC | 68,474 | $706K | 0.0% | -8.1% | 0.000% | |
8/8/2025 | City of London Investment Management Co. Ltd. | 453,640 | $4.68M | 0.4% | -20.4% | 0.000% | |
8/8/2025 | Creative Planning | 75,888 | $782K | 0.0% | -16.2% | 0.000% | |
8/7/2025 | Allworth Financial LP | 7,000 | $72K | 0.0% | N/A | 0.000% | |
8/4/2025 | Wolverine Asset Management LLC | 9,877 | $102K | 0.0% | N/A | 0.000% | |
8/4/2025 | Keybank National Association OH | 881,574 | $9.09M | 0.0% | -3.1% | 0.000% | |
8/1/2025 | Envestnet Asset Management Inc. | 45,124 | $465K | 0.0% | +43.0% | 0.000% | |
7/28/2025 | Duncker Streett & Co. Inc. | 11,000 | $113K | 0.0% | N/A | 0.000% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 990,611 | $10.21M | 0.0% | +21.6% | 0.000% | |
7/21/2025 | Catalina Capital Group LLC | 19,690 | $203K | 0.1% | N/A | 0.000% | |
7/17/2025 | Capital Investment Advisors LLC | 76,983 | $794K | 0.0% | -2.3% | 0.000% | |
7/16/2025 | CX Institutional | 7,500 | $77K | 0.0% | -12.5% | 0.000% | |
7/16/2025 | Dakota Wealth Management | 66,827 | $689K | 0.0% | -2.9% | 0.000% | |
7/16/2025 | Kennedy Investment Group | 81,725 | $843K | 0.4% | -11.7% | 0.000% | |
7/15/2025 | Riverbridge Partners LLC | 69,014 | $712K | 0.0% | +4.3% | 0.000% | |
7/11/2025 | CX Institutional | 7,500 | $77K | 0.0% | -12.5% | 0.000% | |
5/21/2025 | Geneos Wealth Management Inc. | 7,315 | $79K | 0.0% | +328.5% | 0.000% | |
5/19/2025 | Smith Asset Management Co. LLC | 18,203 | $198K | 0.2% | N/A | 0.000% | |
5/16/2025 | AQR Arbitrage LLC | 10,270 | $112K | 0.0% | -85.5% | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 526,789 | $5.72M | 0.1% | -9.5% | 0.000% | |
5/16/2025 | 1607 Capital Partners LLC | 65,210 | $708K | 0.1% | -10.7% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 241,426 | $2.62M | 0.0% | +22.3% | 0.000% | |
5/13/2025 | Sit Investment Associates Inc. | 613,975 | $6.67M | 0.2% | -10.1% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 48,834 | $530K | 0.0% | -10.1% | 0.000% | |
5/9/2025 | City of London Investment Management Co. Ltd. | 569,702 | $6.19M | 0.7% | +4.0% | 0.000% | |
5/9/2025 | Ackerman Capital Advisors LLC | 14,003 | $152K | 0.0% | +35.7% | 0.000% | |
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5/6/2025 | Choreo LLC | 15,453 | $168K | 0.0% | -13.4% | 0.000% | |
5/5/2025 | Blue Bell Private Wealth Management LLC | 38,165 | $414K | 0.1% | -4.2% | 0.000% | |
5/2/2025 | Accredited Investor Services LLC | 10,164 | $110K | 0.1% | N/A | 0.000% | |
5/2/2025 | Dakota Wealth Management | 68,827 | $747K | 0.0% | +59.8% | 0.000% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 11,049 | $120K | 0.0% | N/A | 0.000% | |
4/28/2025 | Keybank National Association OH | 910,140 | $9.88M | 0.0% | +3.0% | 0.000% | |
4/22/2025 | Kennedy Investment Group | 92,513 | $1.01M | 0.5% | -13.9% | 0.000% | |
4/21/2025 | Avior Wealth Management LLC | 33,571 | $365K | 0.0% | +22.2% | 0.000% | |
4/21/2025 | Riverbridge Partners LLC | 66,142 | $718K | 0.0% | +9.5% | 0.000% | |
4/17/2025 | Inscription Capital LLC | 12,313 | $135K | 0.0% | N/A | 0.000% | |
4/15/2025 | Balanced Wealth Group LLC | 113,030 | $1.23M | 0.6% | +11.9% | 0.000% | |
4/15/2025 | CX Institutional | 8,568 | $93K | 0.0% | N/A | 0.000% | |
4/14/2025 | Capital Investment Advisors LLC | 78,832 | $856K | 0.0% | -3.1% | 0.000% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 380,456 | $4.13M | 0.2% | -35.8% | 0.000% | |
4/8/2025 | Rothschild Investment LLC | 74,474 | $809K | 0.1% | -7.1% | 0.000% | |
2/17/2025 | Pathstone Holdings LLC | 2,140,173 | $23.33M | 0.1% | +5.3% | 0.000% | |
2/17/2025 | Nomura Holdings Inc. | 17,000 | $185K | 0.0% | N/A | 0.000% | |
2/17/2025 | Logan Stone Capital LLC | 152,993 | $1.66M | 0.6% | -38.4% | 0.000% | |
2/17/2025 | Bulldog Investors LLP | 939,906 | $10.22M | 2.7% | +143.0% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 54,903 | $597K | 0.0% | +8.1% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 60,397 | $657K | 0.0% | +34.5% | 0.000% | |
2/17/2025 | Almitas Capital LLC | 187,470 | $2.04M | 0.4% | +25.1% | 0.000% | |
2/14/2025 | AQR Arbitrage LLC | 70,651 | $768K | 0.0% | -49.6% | 0.000% | |
2/14/2025 | Itau Unibanco Holding S.A. | 13,600 | $148K | 0.0% | N/A | 0.000% | |
2/14/2025 | Lido Advisors LLC | 582,538 | $6.33M | 0.0% | N/A | 0.000% | |
2/14/2025 | Integrated Wealth Concepts LLC | 77,049 | $838K | 0.0% | -3.7% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 37,458 | $407K | 0.0% | +4.9% | 0.000% | |
2/13/2025 | 1607 Capital Partners LLC | 73,010 | $794K | 0.1% | +10.1% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 162,140 | $1.76M | 0.0% | -35.7% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 24,673 | $268K | 0.0% | N/A | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 22,442 | $244K | 0.0% | +30.4% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 735,934 | $8M | 0.0% | -2.7% | 0.000% | |
2/12/2025 | Arete Wealth Advisors LLC | 39,191 | $427K | 0.0% | +22.1% | 0.000% | |
2/11/2025 | LPL Financial LLC | 106,156 | $1.15M | 0.0% | -1.1% | 0.000% | |
2/11/2025 | HUB Investment Partners LLC | 23,546 | $256K | 0.0% | -21.5% | 0.000% | |
2/11/2025 | ProVise Management Group LLC | 25,900 | $282K | 0.0% | +63.9% | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 581,856 | $6.33M | 0.1% | +27.5% | 0.000% | |
2/10/2025 | Balanced Wealth Group LLC | 100,995 | $1.12M | 0.5% | +23.7% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 275,141 | $2.99M | 0.0% | -6.3% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 54,339 | $591K | 0.0% | +17.5% | 0.000% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 39,831 | $433K | 0.1% | +11.2% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 24,673 | $268K | 0.0% | N/A | 0.000% | |
2/6/2025 | Keybank National Association OH | 883,524 | $9.60M | 0.0% | +29.8% | 0.000% | |
2/5/2025 | Noble Wealth Management PBC | 14,120 | $153K | 0.1% | N/A | 0.000% | |
2/5/2025 | LifeGoal Wealth Advisors | 10,698 | $116K | 0.1% | N/A | 0.000% | |
2/4/2025 | Ackerman Capital Advisors LLC | 10,317 | $112K | 0.0% | N/A | 0.000% | |
2/4/2025 | Bank of New York Mellon Corp | 130,799 | $1.42M | 0.0% | +1.6% | 0.000% | |
2/3/2025 | Wolverine Asset Management LLC | 7,039 | $77K | 0.0% | -73.7% | 0.000% | |
1/30/2025 | Nations Financial Group Inc. IA ADV | 40,570 | $441K | 0.0% | -4.7% | 0.000% | |
1/29/2025 | Van ECK Associates Corp | 239,815 | $2.61M | 0.0% | +3.0% | 0.000% | |
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1/29/2025 | Allspring Global Investments Holdings LLC | 814,453 | $8.85M | 0.0% | +2.9% | 0.000% | |
1/27/2025 | Choreo LLC | 17,838 | $193K | 0.0% | -6.1% | 0.000% | |
1/22/2025 | Kennedy Investment Group | 107,434 | $1.17M | 0.5% | -8.2% | 0.000% | |
1/17/2025 | Avior Wealth Management LLC | 27,476 | $299K | 0.0% | -8.7% | 0.000% | |
1/17/2025 | Riverbridge Partners LLC | 60,384 | $656K | 0.0% | +185.5% | 0.000% | |
1/17/2025 | Dakota Wealth Management | 43,066 | $468K | 0.0% | +4.4% | 0.000% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 592,728 | $6.44M | 0.3% | +14.1% | 0.000% | |
1/13/2025 | Capital Investment Advisors LLC | 81,333 | $884K | 0.0% | +4.2% | 0.000% | |
12/3/2024 | Rivernorth Capital Management LLC | 1,192,205 | $14.07M | 0.7% | +24.2% | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 16,104 | $181K | 0.0% | N/A | 0.000% | |