12/1/2023 | B. Riley Wealth Advisors Inc. | 115,555 | $717K | 0.0% | -8.7% | 0.000% | |
11/16/2023 | Financial Gravity Asset Management Inc. | 177,175 | $1.13M | 0.0% | +1,800.0% | 0.000% | |
11/16/2023 | Penserra Capital Management LLC | 1,629,897 | $10.06M | 0.2% | +6.2% | 0.000% | |
11/14/2023 | AQR Arbitrage LLC | 1,044,984 | $6.45M | 0.3% | +163.7% | 0.000% | |
11/14/2023 | Saba Capital Management L.P. | 821,134 | $5.07M | 0.1% | N/A | 0.000% | |
11/14/2023 | Samalin Investment Counsel LLC | 67,404 | $416K | 0.2% | +67.0% | 0.000% | |
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11/14/2023 | Thomas J. Herzfeld Advisors Inc. | 1,224,154 | $7.55M | 2.9% | +4.5% | 0.000% | |
11/13/2023 | LPL Financial LLC | 940,158 | $5.80M | 0.0% | -10.3% | 0.000% | |
11/13/2023 | Bramshill Investments LLC | 8,738 | $54K | 0.0% | -16.2% | 0.000% | |
11/13/2023 | Invesco Ltd. | 2,598,548 | $16.03M | 0.0% | -3.9% | 0.000% | |
11/13/2023 | Wolverine Asset Management LLC | 185,948 | $1.15M | 0.0% | +65.9% | 0.000% | |
11/13/2023 | Envestnet Asset Management Inc. | 686,537 | $4.24M | 0.0% | +73.9% | 0.000% | |
11/13/2023 | Kestra Advisory Services LLC | 60,767 | $375K | 0.0% | -20.7% | 0.000% | |
11/13/2023 | Algebris UK Ltd | 1,252,721 | $7.75M | 4.0% | N/A | 0.000% | |
11/13/2023 | FCA Corp TX | 156,803 | $967K | 0.3% | +14.2% | 0.000% | |
11/9/2023 | UBS Group AG | 3,024,702 | $18.66M | 0.0% | -0.1% | 0.000% | |
11/8/2023 | Aptus Capital Advisors LLC | 16,265 | $100K | 0.0% | N/A | 0.000% | |
11/8/2023 | HighTower Advisors LLC | 226,513 | $1.40M | 0.0% | +395.4% | 0.000% | |
11/8/2023 | Burney Co. | 68,165 | $421K | 0.0% | -19.0% | 0.000% | |
11/8/2023 | Janney Montgomery Scott LLC | 109,014 | $673K | 0.0% | -20.0% | 0.000% | |
11/8/2023 | Atria Wealth Solutions Inc. | 119,979 | $743K | 0.0% | -11.8% | 0.000% | |
11/8/2023 | Landscape Capital Management L.L.C. | 246,184 | $1.52M | 0.2% | +72.4% | 0.000% | |
11/8/2023 | Greatmark Investment Partners Inc. | 870,904 | $5.37M | 1.0% | +8.9% | 0.000% | |
11/8/2023 | Avantax Advisory Services Inc. | 38,644 | $238K | 0.0% | +28.2% | 0.000% | |
11/8/2023 | Moors & Cabot Inc. | 292,986 | $1.81M | 0.1% | -2.0% | 0.000% | |
11/8/2023 | Strategic Financial Concepts LLC | 15,040 | $93K | 0.0% | -21.0% | 0.000% | |
11/6/2023 | Kavar Capital Partners Group LLC | 10,250 | $63K | 0.0% | N/A | 0.000% | |
11/4/2023 | NBC Securities Inc. | 5,000 | $30K | 0.0% | N/A | 0.000% | |
11/3/2023 | MGO One Seven LLC | 14,429 | $89K | 0.0% | +12.9% | 0.000% | |
11/3/2023 | Berger Financial Group Inc | 25,492 | $157K | 0.0% | -14.5% | 0.000% | |
11/3/2023 | Private Advisor Group LLC | 56,731 | $350K | 0.0% | +4.9% | 0.000% | |
11/1/2023 | 180 Wealth Advisors LLC | 15,021 | $93K | 0.0% | -15.7% | 0.000% | |
10/31/2023 | TCI Wealth Advisors Inc. | 19,875 | $123K | 0.0% | N/A | 0.000% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 174,779 | $1.08M | 0.1% | +4.3% | 0.000% | |
10/27/2023 | TIAA Trust National Association | 10,520 | $65K | 0.0% | N/A | 0.000% | |
10/27/2023 | Whittier Trust Co. | 89,438 | $552K | 0.0% | +22.4% | 0.000% | |
10/26/2023 | Park Avenue Securities LLC | 268,587 | $1.66M | 0.0% | N/A | 0.000% | |
10/26/2023 | Advisor Partners II LLC | 166,309 | $1.03M | 0.0% | N/A | 0.000% | |
10/26/2023 | Chicago Partners Investment Group LLC | 130,311 | $756K | 0.0% | +19.5% | 0.000% | |
10/24/2023 | Stratos Wealth Partners LTD. | 419,623 | $2.59M | 0.1% | +24.3% | 0.000% | |
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10/24/2023 | Raymond James Financial Services Advisors Inc. | 418,290 | $2.58M | 0.0% | -1.2% | 0.000% | |
10/24/2023 | Raymond James & Associates | 1,294,839 | $7.99M | 0.0% | +0.4% | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 375,237 | $2.32M | 0.0% | +4.3% | 0.000% | |
10/23/2023 | All Season Financial Advisors Inc. | 82,653 | $510K | 0.5% | +4.8% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 1,454,172 | $8.97M | 0.0% | -2.5% | 0.000% | |
10/19/2023 | Patriot Financial Group Insurance Agency LLC | 41,075 | $253K | 0.1% | -17.8% | 0.000% | |
10/18/2023 | Private Trust Co. NA | 15,894 | $98K | 0.0% | N/A | 0.000% | |
10/17/2023 | Financial Enhancement Group LLC | 67,832 | $402K | 0.1% | +5.5% | 0.000% | |
10/16/2023 | Capital Investment Advisors LLC | 673,677 | $4.16M | 0.1% | N/A | 0.000% | |
10/16/2023 | LexAurum Advisors LLC | 25,346 | $156K | 0.0% | -10.5% | 0.000% | |
10/12/2023 | Sage Capital Advisors llc | 58,903 | $363K | 0.1% | +5.3% | 0.000% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 84,129 | $519K | 0.0% | -2.2% | 0.000% | |
10/11/2023 | Integrated Capital Management Inc. | 38,991 | $241K | 0.2% | N/A | 0.000% | |
10/10/2023 | International Assets Investment Management LLC | 43,747 | $269K | 0.0% | +30.8% | 0.000% | |
10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 4,624 | $29K | 0.0% | N/A | 0.000% | |
10/4/2023 | International Assets Investment Management LLC | 43,747 | $269K | 0.0% | +30.8% | 0.000% | |
9/7/2023 | Strategic Financial Concepts LLC | 19,040 | $121K | 0.0% | -17.4% | 0.000% | |
8/24/2023 | Arlington Capital Management Inc. | 16,214 | $103K | 0.1% | N/A | 0.000% | |
8/17/2023 | Imprint Wealth LLC | 21,924 | $2.19M | 0.1% | N/A | 0.000% | |
8/16/2023 | Thomas J. Herzfeld Advisors Inc. | 1,171,035 | $7.47M | 3.0% | N/A | 0.000% | |
8/15/2023 | Rivernorth Capital Management LLC | 9,411,228 | $60.04M | 3.0% | +9.7% | 0.000% | |
8/15/2023 | Investmark Advisory Group LLC | 39,883 | $254K | 0.2% | +10.4% | 0.000% | |
8/15/2023 | Cohen & Steers Inc. | 530,103 | $3.38M | 0.0% | -7.2% | 0.000% | |
8/14/2023 | Sowell Financial Services LLC | 347,244 | $2.23M | 0.1% | +92.9% | 0.000% | |
8/11/2023 | SageView Advisory Group LLC | 18,524 | $118K | 0.0% | N/A | 0.000% | |
8/11/2023 | Kestra Advisory Services LLC | 76,631 | $489K | 0.0% | +17.4% | 0.000% | |
8/11/2023 | Landscape Capital Management L.L.C. | 142,832 | $911K | 0.1% | +33.7% | 0.000% | |
8/11/2023 | Penserra Capital Management LLC | 1,534,483 | $9.79M | 0.2% | +6.6% | 0.000% | |
8/10/2023 | Osaic Holdings Inc. | 443,331 | $2.83M | 0.0% | +1.9% | 0.000% | |
8/10/2023 | Commonwealth Equity Services LLC | 1,490,750 | $9.51M | 0.0% | -0.9% | 0.000% | |
8/10/2023 | AXS Investments LLC | 32,000 | $204K | 0.1% | N/A | 0.000% | |
8/10/2023 | Moors & Cabot Inc. | 298,976 | $1.91M | 0.1% | -10.3% | 0.000% | |
8/10/2023 | Cetera Advisor Networks LLC | 144,506 | $922K | 0.0% | +1.8% | 0.000% | |
8/10/2023 | Sit Investment Associates Inc. | 4,807,315 | $30.67M | 0.8% | -22.5% | 0.000% | |
8/10/2023 | Cetera Investment Advisers | 102,184 | $652K | 0.0% | -17.1% | 0.000% | |
8/10/2023 | Burney Co. | 84,200 | $537K | 0.0% | +2.2% | 0.000% | |
8/9/2023 | Coastal Investment Advisors Inc. | 19,204 | $123K | 0.0% | +53.7% | 0.000% | |
8/8/2023 | Fisher Asset Management LLC | 12,628 | $81K | 0.0% | N/A | 0.000% | |
8/8/2023 | Advisor OS LLC | 26,859 | $171K | 0.0% | +9.2% | 0.000% | |
8/8/2023 | Chicago Partners Investment Group LLC | 109,090 | $710K | 0.0% | +23.4% | 0.000% | |
8/8/2023 | Ieq Capital LLC | 17,189 | $110K | 0.0% | N/A | 0.000% | |
8/7/2023 | Wolverine Asset Management LLC | 112,057 | $715K | 0.0% | N/A | 0.000% | |
8/7/2023 | Pinnacle Wealth Planning Services Inc. | 11,697 | $75K | 0.0% | N/A | 0.000% | |
8/7/2023 | Shaker Financial Services LLC | 334,224 | $2.14M | 0.9% | +8.8% | 0.000% | |
8/4/2023 | Envestnet Asset Management Inc. | 394,890 | $2.52M | 0.0% | +254.5% | 0.000% | |
8/3/2023 | Atria Wealth Solutions Inc. | 136,044 | $871K | 0.0% | -15.7% | 0.000% | |
8/3/2023 | Samalin Investment Counsel LLC | 40,357 | $257K | 0.1% | +93.8% | 0.000% | |
8/3/2023 | Oppenheimer & Co. Inc. | 24,367 | $155K | 0.0% | +10.3% | 0.000% | |
8/2/2023 | Bank of Montreal Can | 41,722 | $303K | 0.0% | N/A | 0.000% | |
8/2/2023 | Greatmark Investment Partners Inc. | 799,889 | $5.10M | 0.9% | +12.6% | 0.000% | |
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7/31/2023 | LPL Financial LLC | 1,048,693 | $6.69M | 0.0% | -3.1% | 0.000% | |
7/28/2023 | Waterfront Wealth Inc. | 24,374 | $157K | 0.0% | -14.3% | 0.000% | |
7/27/2023 | Virtu Financial LLC | 24,441 | $156K | 0.0% | +48.6% | 0.000% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 126,575 | $812K | 0.0% | -3.7% | 0.000% | |
7/26/2023 | CENTRAL TRUST Co | 51,148 | $326K | 0.0% | -3.8% | 0.000% | |
7/26/2023 | Glass Jacobson Investment Advisors llc | 14,152 | $90K | 0.0% | N/A | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 423,529 | $2.70M | 0.0% | -0.9% | 0.000% | |
7/25/2023 | Raymond James & Associates | 1,289,539 | $8.23M | 0.0% | +0.9% | 0.000% | |
7/25/2023 | Mathes Company Inc. | 113,600 | $725K | 0.3% | N/A | 0.000% | |
7/25/2023 | Ameritas Advisory Services LLC | 31,441 | $201K | 0.0% | -7.6% | 0.000% | |