1/23/2024 | Visionary Horizons LLC | 107,820 | $409K | 0.3% | N/A | 0.105% | |
1/23/2024 | Sightline Wealth Advisors LLC | 15,772 | $60K | 0.0% | -66.1% | 0.015% | |
1/22/2024 | Melfa Wealth Management LLC | 33,750 | $128K | 0.1% | -30.8% | 0.033% | |
1/9/2024 | Ignite Planners LLC | 19,468 | $74K | 0.0% | -27.4% | 0.019% | |
1/5/2024 | Harbour Capital Advisors LLC | 74,825 | $286K | 0.1% | -6.0% | 0.073% | |
11/21/2023 | Walleye Capital LLC | 10,315 | $40K | 0.0% | -79.0% | 0.010% | |
|
11/21/2023 | Almitas Capital LLC | 3,097,815 | $11.96M | 5.7% | +24.9% | 3.015% | |
11/21/2023 | Comerica Bank | 12,963 | $50K | 0.0% | N/A | 0.013% | |
11/15/2023 | Evergreen Capital Management LLC | 66,995 | $259K | 0.0% | -6.4% | 0.065% | |
11/14/2023 | Saba Capital Management L.P. | 31,526,562 | $121.69M | 2.9% | -18.3% | 30.683% | |
11/14/2023 | Clough Capital Partners L P | 1,530,900 | $5.91M | 0.6% | N/A | 1.490% | |
11/14/2023 | Thomas J. Herzfeld Advisors Inc. | 26,530 | $102K | 0.0% | N/A | 0.026% | |
11/13/2023 | Stifel Financial Corp | 14,270 | $55K | 0.0% | -22.0% | 0.014% | |
11/13/2023 | Mariner LLC | 40,746 | $157K | 0.0% | +71.5% | 0.040% | |
11/13/2023 | LPL Financial LLC | 141,889 | $548K | 0.0% | +2.0% | 0.138% | |
11/13/2023 | Invesco Ltd. | 1,144,349 | $4.42M | 0.0% | -0.9% | 1.114% | |
11/9/2023 | UBS Group AG | 63,812 | $246K | 0.0% | +21.3% | 0.062% | |
11/8/2023 | Atria Wealth Solutions Inc. | 58,993 | $228K | 0.0% | -18.8% | 0.057% | |
11/8/2023 | Landscape Capital Management L.L.C. | 78,805 | $304K | 0.0% | +14.6% | 0.077% | |
11/8/2023 | Moors & Cabot Inc. | 56,107 | $217K | 0.0% | +35.2% | 0.055% | |
11/7/2023 | Prosperity Financial Group Inc. | 36,192 | $140K | 0.1% | -46.0% | 0.035% | |
11/7/2023 | Atlas Wealth LLC | 19,627 | $76K | 0.0% | -69.0% | 0.019% | |
11/7/2023 | Addison Advisors LLC | 254,808 | $984K | 0.5% | -7.9% | 0.248% | |
11/7/2023 | Jump Financial LLC | 14,900 | $58K | 0.0% | N/A | 0.015% | |
11/6/2023 | HBK Sorce Advisory LLC | 18,898 | $73K | 0.0% | -14.3% | 0.018% | |
11/3/2023 | Private Advisor Group LLC | 20,993 | $81K | 0.0% | -17.3% | 0.020% | |
11/2/2023 | Whitener Capital Management Inc. | 76,230 | $294K | 0.1% | -46.9% | 0.074% | |
11/2/2023 | Shaker Financial Services LLC | 106,415 | $411K | 0.2% | -10.8% | 0.104% | |
11/1/2023 | Sightline Wealth Advisors LLC | 46,593 | $180K | 0.2% | -20.9% | 0.045% | |
10/25/2023 | Diversified Investment Strategies LLC | 12,405 | $48K | 0.0% | -35.6% | 0.012% | |
10/24/2023 | Bank of New York Mellon Corp | 11,003 | $42K | 0.0% | N/A | 0.011% | |
10/24/2023 | Raymond James & Associates | 124,256 | $480K | 0.0% | -5.2% | 0.121% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 635,384 | $2.45M | 0.0% | -0.7% | 0.618% | |
10/20/2023 | Evanson Asset Management LLC | 389,524 | $1.50M | 0.1% | +0.7% | 0.379% | |
10/11/2023 | Ignite Planners LLC | 26,829 | $102K | 0.0% | N/A | 0.026% | |
10/5/2023 | Harbour Capital Advisors LLC | 79,633 | $307K | 0.1% | +11.6% | 0.078% | |
10/4/2023 | Windsor Capital Management LLC | 66,137 | $255K | 0.1% | -5.1% | 0.064% | |
9/12/2023 | Prosperity Financial Group Inc. | 67,017 | $277K | 0.2% | N/A | 0.065% | |
8/21/2023 | Osaic Holdings Inc. | 19,906 | $82K | 0.0% | -30.0% | 0.019% | |
8/15/2023 | Wells Fargo & Company MN | 589,279 | $2.44M | 0.0% | -0.9% | 0.574% | |
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8/15/2023 | Walleye Capital LLC | 49,048 | $203K | 0.0% | +86.5% | 0.048% | |
8/15/2023 | Woodline Partners LP | 74,616 | $309K | 0.0% | N/A | 0.073% | |
8/15/2023 | XTX Topco Ltd | 19,187 | $79K | 0.0% | N/A | 0.019% | |
8/15/2023 | Harbour Investments Inc. | 21,199 | $88K | 0.0% | -13.2% | 0.021% | |
8/15/2023 | Rivernorth Capital Management LLC | 1,118,283 | $4.63M | 0.2% | N/A | 1.088% | |
8/15/2023 | Royal Bank of Canada | 56,578 | $234K | 0.0% | +7.8% | 0.055% | |
8/15/2023 | Stifel Financial Corp | 18,296 | $76K | 0.0% | -69.0% | 0.018% | |
8/15/2023 | Bulldog Investors LLP | 31,740 | $131K | 0.0% | N/A | 0.031% | |
8/15/2023 | Citadel Advisors LLC | 15,511 | $64K | 0.0% | N/A | 0.015% | |
8/14/2023 | CSS LLC IL | 29,020 | $120K | 0.0% | N/A | 0.028% | |
8/11/2023 | City of London Investment Management Co. Ltd. | 1,269,542 | $5.28M | 0.4% | +318.3% | 1.236% | |
8/11/2023 | Almitas Capital LLC | 2,480,094 | $10.64M | 4.5% | +63.7% | 2.414% | |
8/11/2023 | Kestra Advisory Services LLC | 25,243 | $105K | 0.0% | -24.9% | 0.025% | |
8/11/2023 | Landscape Capital Management L.L.C. | 68,747 | $285K | 0.0% | +381.1% | 0.067% | |
8/10/2023 | Osaic Holdings Inc. | 19,906 | $82K | 0.0% | -30.0% | 0.019% | |
8/10/2023 | Private Advisor Group LLC | 25,392 | $105K | 0.0% | +10.9% | 0.025% | |
8/10/2023 | Moors & Cabot Inc. | 41,507 | $172K | 0.0% | +16.3% | 0.040% | |
8/8/2023 | Ieq Capital LLC | 11,867 | $49K | 0.0% | N/A | 0.012% | |
8/7/2023 | Shaker Financial Services LLC | 119,315 | $494K | 0.2% | -11.9% | 0.116% | |
8/4/2023 | HBK Sorce Advisory LLC | 22,039 | $91K | 0.0% | -49.8% | 0.021% | |
8/3/2023 | Atria Wealth Solutions Inc. | 72,618 | $301K | 0.0% | -6.7% | 0.071% | |
8/3/2023 | Addison Advisors LLC | 276,773 | $1.15M | 0.6% | -19.1% | 0.269% | |
7/31/2023 | LPL Financial LLC | 139,104 | $576K | 0.0% | +23.5% | 0.135% | |
7/27/2023 | Icon Advisers Inc. Co. | 2,492,336 | $10.32M | 2.6% | +32.9% | 2.426% | |
7/27/2023 | Everett Harris & Co. CA | 113,808 | $471K | 0.0% | -2.5% | 0.111% | |
7/25/2023 | Raymond James & Associates | 131,049 | $543K | 0.0% | -16.3% | 0.128% | |
7/18/2023 | Melfa Wealth Management LLC | 48,750 | $202K | 0.2% | N/A | 0.047% | |
7/17/2023 | Diversified Investment Strategies LLC | 19,270 | $80K | 0.1% | -22.1% | 0.019% | |
7/17/2023 | Vanguard Capital Wealth Advisors | 21,137 | $88K | 0.1% | -24.4% | 0.021% | |
7/13/2023 | Windsor Capital Management LLC | 69,697 | $289K | 0.1% | -5.3% | 0.068% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 639,994 | $2.65M | 0.0% | +8.0% | 0.623% | |
7/13/2023 | Whitener Capital Management Inc. | 143,531 | $594K | 0.2% | -23.0% | 0.140% | |
7/11/2023 | Evanson Asset Management LLC | 386,819 | $1.60M | 0.1% | +0.7% | 0.376% | |
7/10/2023 | Harbour Capital Advisors LLC | 71,363 | $298K | 0.1% | -10.4% | 0.069% | |
5/18/2023 | JPMorgan Chase & Co. | 52,107 | $229K | 0.0% | +1,812.2% | 0.051% | |
5/16/2023 | Mercer Global Advisors Inc. ADV | 10,144 | $45K | 0.0% | -55.1% | 0.010% | |
5/16/2023 | Susquehanna International Group LLP | 51,178 | $225K | 0.0% | -26.8% | 0.050% | |
5/16/2023 | Harbour Investments Inc. | 24,428 | $107K | 0.0% | +21.5% | 0.024% | |
5/15/2023 | Nations Financial Group Inc. IA ADV | 345,567 | $1.52M | 0.2% | +0.9% | 0.336% | |
5/15/2023 | Cetera Investment Advisers | 23,954 | $105K | 0.0% | +18.9% | 0.023% | |
5/15/2023 | Stephens Inc. AR | 105,696 | $465K | 0.0% | -6.0% | 0.103% | |
5/12/2023 | Stifel Financial Corp | 59,035 | $260K | 0.0% | +21.5% | 0.057% | |
5/12/2023 | Icon Advisers Inc. Co. | 1,875,375 | $8.25M | 2.1% | +1,080.8% | 1.824% | |
5/12/2023 | HighTower Advisors LLC | 12,017 | $54K | 0.0% | N/A | 0.012% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 592,437 | $2.61M | 0.0% | +70.6% | 0.576% | |
5/11/2023 | Commonwealth Equity Services LLC | 39,129 | $172K | 0.0% | -16.0% | 0.038% | |
5/10/2023 | Private Advisor Group LLC | 22,892 | $101K | 0.0% | N/A | 0.022% | |
5/10/2023 | Landscape Capital Management L.L.C. | 14,290 | $63K | 0.0% | -68.4% | 0.014% | |
5/9/2023 | Atlas Wealth LLC | 72,883 | $321K | 0.1% | N/A | 0.071% | |
5/9/2023 | Addison Advisors LLC | 342,133 | $1.51M | 0.8% | +3.9% | 0.333% | |
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5/8/2023 | Shaker Financial Services LLC | 135,377 | $596K | 0.3% | -18.4% | 0.132% | |
5/5/2023 | Moors & Cabot Inc. | 35,679 | $157K | 0.0% | +68.9% | 0.035% | |
5/1/2023 | Family Firm Inc. | 757,851 | $3.34M | 0.9% | +5.4% | 0.737% | |
4/27/2023 | Alpha Cubed Investments LLC | 10,549 | $46K | 0.0% | N/A | 0.010% | |
4/26/2023 | IFG Advisory LLC | 53,645 | $236K | 0.0% | -22.5% | 0.052% | |
4/26/2023 | Fiera Capital Corp | 594,129 | $2.61M | 0.0% | -2.1% | 0.578% | |
4/25/2023 | Everett Harris & Co. CA | 116,708 | $514K | 0.0% | -2.5% | 0.114% | |
4/21/2023 | Vanguard Capital Wealth Advisors | 27,973 | $123K | 0.1% | N/A | 0.027% | |
4/20/2023 | Gilman Hill Asset Management LLC | 37,500 | $165K | 0.0% | +36.4% | 0.036% | |
4/19/2023 | Carmel Capital Partners LLC | 8,522 | $37K | 0.0% | N/A | 0.008% | |