5/2/2025 | Leo Wealth LLC | 159,756 | $1.66M | 0.2% | -21.0% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 138,177 | $1.44M | 0.0% | +26.6% | 0.000% | |
4/29/2025 | Bank of New York Mellon Corp | 45,306 | $471K | 0.0% | -3.6% | 0.000% | |
4/29/2025 | Mackay Shields LLC | 354,024 | $3.68M | 0.1% | +133.5% | 0.000% | |
4/28/2025 | Mutual Advisors LLC | 127,718 | $1.28M | 0.0% | -1.5% | 0.000% | |
4/21/2025 | Avior Wealth Management LLC | 23,752 | $247K | 0.0% | +18.3% | 0.000% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 203,760 | $2.12M | 0.1% | N/A | 0.000% | |
4/9/2025 | Integrated Capital Management Inc. | 20,661 | $215K | 0.2% | +12.1% | 0.000% | |
4/8/2025 | Rothschild Investment LLC | 74,536 | $774K | 0.1% | -2.6% | 0.000% | |
2/17/2025 | Pathstone Holdings LLC | 1,301,487 | $13.71M | 0.1% | +33.6% | 0.000% | |
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2/17/2025 | Nomura Holdings Inc. | 27,000 | $284K | 0.0% | N/A | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 184,852 | $1.94M | 0.0% | +7.5% | 0.000% | |
2/17/2025 | Bramshill Investments LLC | 13,718 | $144K | 0.0% | N/A | 0.000% | |
2/17/2025 | Bank of America Corp DE | 267,407 | $2.81M | 0.0% | +6.9% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 110,659 | $1.18M | 0.0% | +5.4% | 0.000% | |
2/14/2025 | AQR Arbitrage LLC | 71,491 | $751K | 0.0% | -64.0% | 0.000% | |
2/14/2025 | Integrated Wealth Concepts LLC | 19,357 | $203K | 0.0% | +35.5% | 0.000% | |
2/14/2025 | First Trust Advisors LP | 16,102 | $169K | 0.0% | -9.3% | 0.000% | |
2/13/2025 | 1607 Capital Partners LLC | 212,930 | $2.24M | 0.2% | N/A | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 28,226 | $297K | 0.0% | +5.7% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 950,067 | $9.99M | 0.1% | -12.9% | 0.000% | |
2/13/2025 | Sagespring Wealth Partners LLC | 10,320 | $108K | 0.0% | N/A | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 179,735 | $1.89M | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 193,965 | $2.04M | 0.0% | +12.9% | 0.000% | |
2/13/2025 | Bank of Montreal Can | 21,149 | $222K | 0.0% | +5.0% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 109,137 | $1.15M | 0.0% | +3.8% | 0.000% | |
2/13/2025 | Sit Investment Associates Inc. | 303,112 | $3.19M | 0.1% | +41.1% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 51,267 | $539K | 0.0% | -11.6% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 19,598 | $206K | 0.0% | +95.8% | 0.000% | |
2/12/2025 | World Investment Advisors | 11,429 | $120K | 0.0% | N/A | 0.000% | |
2/12/2025 | Arlington Capital Management Inc. | 22,282 | $234K | 0.2% | +16.5% | 0.000% | |
2/11/2025 | Modern Wealth Management LLC | 46,257 | $499K | 0.0% | -16.9% | 0.000% | |
2/11/2025 | LPL Financial LLC | 272,355 | $2.86M | 0.0% | +14.9% | 0.000% | |
2/10/2025 | Signaturefd LLC | 5,477 | $58K | 0.0% | +995.4% | 0.000% | |
2/10/2025 | Rareview Capital LLC | 305,849 | $3.44M | 2.6% | +26.5% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 53,026 | $557K | 0.0% | +31.4% | 0.000% | |
2/7/2025 | Ranch Capital Advisors Inc. | 15,132 | $159K | 0.1% | -14.1% | 0.000% | |
2/7/2025 | Independent Advisor Alliance | 28,615 | $301K | 0.0% | N/A | 0.000% | |
2/7/2025 | PNC Financial Services Group Inc. | 66,506 | $699K | 0.0% | +846.4% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 179,735 | $1.89M | 0.0% | N/A | 0.000% | |
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2/5/2025 | Noble Wealth Management PBC | 8,492 | $89K | 0.1% | N/A | 0.000% | |
2/5/2025 | Wakefield Asset Management LLLP | 170,026 | $1.79M | 0.6% | +0.6% | 0.000% | |
2/4/2025 | Ackerman Capital Advisors LLC | 157,386 | $1.65M | 0.4% | +15.9% | 0.000% | |
2/3/2025 | Element Wealth LLC | 21,504 | $226K | 0.1% | -30.6% | 0.000% | |
2/3/2025 | Wolverine Asset Management LLC | 4,471 | $47K | 0.0% | -36.8% | 0.000% | |
1/31/2025 | Callahan Advisors LLC | 116,159 | $1.22M | 0.1% | N/A | 0.000% | |
1/31/2025 | Robinson Capital Management LLC | 1,022,704 | $10.75M | 4.3% | -0.5% | 0.000% | |
1/29/2025 | Van ECK Associates Corp | 394,381 | $4.15M | 0.0% | +13.4% | 0.000% | |
1/28/2025 | Leo Wealth LLC | 202,313 | $2.13M | 0.2% | +1.9% | 0.000% | |
1/24/2025 | Catalina Capital Group LLC | 25,638 | $269K | 0.1% | +7.3% | 0.000% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 30,341 | $319K | 0.0% | -37.2% | 0.000% | |
1/17/2025 | Avior Wealth Management LLC | 20,077 | $211K | 0.0% | +15.6% | 0.000% | |
1/17/2025 | Mutual Advisors LLC | 129,718 | $1.37M | 0.0% | -2.7% | 0.000% | |
1/17/2025 | Simon Quick Advisors LLC | 10,621 | $112K | 0.0% | N/A | 0.000% | |
1/14/2025 | Park Avenue Securities LLC | 99,130 | $1.04M | 0.0% | +5.1% | 0.000% | |
1/13/2025 | Capital Investment Advisors LLC | 31,375 | $330K | 0.0% | -4.5% | 0.000% | |
12/3/2024 | Rivernorth Capital Management LLC | 3,732,893 | $42.03M | 2.1% | +1.3% | 0.000% | |
11/15/2024 | Rivernorth Capital Management LLC | 3,670,432 | $41.33M | 2.1% | -0.4% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 40,344 | $459K | 0.0% | +20.3% | 0.000% | |
11/15/2024 | Benjamin Edwards Inc. | 10,989 | $124K | 0.0% | N/A | 0.000% | |
11/15/2024 | Paradigm Capital Management LLC NV | 10,000 | $113K | 0.1% | N/A | 0.000% | |
11/14/2024 | Rockefeller Capital Management L.P. | 20,447 | $230K | 0.0% | -8.0% | 0.000% | |
11/13/2024 | Horizon Kinetics Asset Management LLC | 14,796 | $167K | 0.0% | N/A | 0.000% | |
11/9/2024 | Landscape Capital Management L.L.C. | 10,007 | $113K | 0.0% | -78.9% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 52,053 | $586K | 0.0% | -64.2% | 0.000% | |
11/8/2024 | Avior Wealth Management LLC | 17,371 | $196K | 0.0% | +18.6% | 0.000% | |
11/7/2024 | Pathstone Holdings LLC | 974,068 | $10.97M | 0.0% | +20.8% | 0.000% | |
11/4/2024 | Wolverine Asset Management LLC | 7,079 | $80K | 0.0% | -17.2% | 0.000% | |
11/1/2024 | Fiera Capital Corp | 295,034 | $3.32M | 0.0% | -2.4% | 0.000% | |
10/29/2024 | Van ECK Associates Corp | 347,783 | $3.80M | 0.0% | -3.2% | 0.000% | |
10/25/2024 | Mutual Advisors LLC | 133,268 | $1.44M | 0.0% | -1.0% | 0.000% | |
10/24/2024 | Ackerman Capital Advisors LLC | 135,744 | $1.53M | 0.4% | +9.0% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 10,359 | $117K | 0.0% | N/A | 0.000% | |
10/22/2024 | Leo Wealth LLC | 198,577 | $2.24M | 0.2% | +10.6% | 0.000% | |
10/18/2024 | Capital Investment Advisors LLC | 32,843 | $370K | 0.0% | -8.2% | 0.000% | |
10/3/2024 | Park Avenue Securities LLC | 94,323 | $1.06M | 0.0% | -5.0% | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 32,446 | $351K | 0.0% | -12.6% | 0.000% | |
8/8/2024 | NINE MASTS CAPITAL Ltd | 77,914 | $842K | 0.2% | -41.1% | 0.000% | |
8/7/2024 | PFG Investments LLC | 10,269 | $111K | 0.0% | N/A | 0.000% | |
8/6/2024 | Wakefield Asset Management LLLP | 166,963 | $1.81M | 0.6% | -1.0% | 0.000% | |
8/2/2024 | Arbor Trust Wealth Advisors LLC | 10,200 | $111K | 0.1% | N/A | 0.000% | |
7/31/2024 | Van ECK Associates Corp | 359,345 | $3.89M | 0.0% | -3.1% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 51,742 | $559K | 0.0% | -16.3% | 0.000% | |
7/31/2024 | Rothschild Investment LLC | 76,497 | $827K | 0.1% | N/A | 0.000% | |
7/26/2024 | Bank of New York Mellon Corp | 47,444 | $513K | 0.0% | +2.0% | 0.000% | |
7/26/2024 | Ackerman Capital Advisors LLC | 124,591 | $1.35M | 0.4% | +18.1% | 0.000% | |
7/24/2024 | Catalina Capital Group LLC | 23,603 | $255K | 0.1% | N/A | 0.000% | |
7/19/2024 | Genesee Capital Advisors LLC | 23,850 | $258K | 0.1% | -14.6% | 0.000% | |
7/15/2024 | Melfa Wealth Management Inc. | 91,871 | $993K | 0.7% | +3.5% | 0.000% | |
7/12/2024 | Integrated Capital Management Inc. | 18,289 | $198K | 0.2% | +13.1% | 0.000% | |
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5/16/2024 | B. Riley Wealth Advisors Inc. | 14,683 | $159K | 0.0% | N/A | 0.000% | |
5/15/2024 | Alpine Global Management LLC | 15,000 | $163K | 0.0% | N/A | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 197,804 | $2.15M | 0.0% | -34.4% | 0.000% | |
5/14/2024 | Robinson Capital Management LLC | 921,841 | $9.61M | 3.5% | +11.7% | 0.000% | |
5/14/2024 | Karpus Management Inc. | 3,015,964 | $32.75M | 0.9% | -2.3% | 0.000% | |
5/9/2024 | Leo Wealth LLC | 159,346 | $1.73M | 0.2% | +9.8% | 0.000% | |
5/2/2024 | Mutual Advisors LLC | 134,696 | $1.46M | 0.0% | -6.0% | 0.000% | |
5/1/2024 | Wakefield Asset Management LLLP | 168,664 | $1.83M | 0.6% | +3.5% | 0.000% | |
4/30/2024 | Van ECK Associates Corp | 370,963 | $4.03M | 0.0% | +4.3% | 0.000% | |
4/30/2024 | Commonwealth Equity Services LLC | 61,802 | $671K | 0.0% | +41.2% | 0.000% | |