7/16/2025 | Encompass Wealth Advisors LLC | 29,194 | $327K | 0.1% | +8.6% | 0.000% | |
7/16/2025 | Dakota Wealth Management | 147,900 | $1.66M | 0.0% | +11.0% | 0.000% | |
7/16/2025 | Plancorp LLC | 10,000 | $112K | 0.0% | N/A | 0.000% | |
7/15/2025 | Riverbridge Partners LLC | 56,126 | $629K | 0.0% | +5.3% | 0.000% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 21,043 | $236K | 0.0% | +47.7% | 0.000% | |
7/14/2025 | Park Avenue Securities LLC | 101,957 | $1.14M | 0.0% | +7.5% | 0.000% | |
6/27/2025 | Goldman Sachs Group Inc. | 10,036 | $118K | 0.0% | N/A | 0.000% | |
5/21/2025 | Geneos Wealth Management Inc. | 4,657 | $55K | 0.0% | +389.7% | 0.000% | |
5/19/2025 | Palogic Value Management L.P. | 37,974 | $446K | 0.2% | +13.7% | 0.000% | |
5/16/2025 | Goldman Sachs Group Inc. | 10,036 | $118K | 0.0% | N/A | 0.000% | |
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5/16/2025 | NewEdge Advisors LLC | 32,543 | $382K | 0.0% | +6.3% | 0.000% | |
5/16/2025 | AQR Arbitrage LLC | 42,896 | $504K | 0.0% | -64.0% | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 479,057 | $5.62M | 0.1% | -9.4% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 73,896 | $868K | 0.0% | +17.9% | 0.000% | |
5/15/2025 | Palogic Value Management L.P. | 37,974 | $446K | 0.2% | +13.7% | 0.000% | |
5/14/2025 | Guggenheim Capital LLC | 1,067,491 | $12.53M | 0.1% | -1.7% | 0.000% | |
5/13/2025 | Compass Financial Group INC SD | 210,090 | $2.47M | 0.5% | -0.7% | 0.000% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 16,388 | $192K | 0.0% | -67.7% | 0.000% | |
5/13/2025 | Sit Investment Associates Inc. | 308,396 | $3.62M | 0.1% | -7.0% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 51,470 | $604K | 0.0% | -38.9% | 0.000% | |
5/12/2025 | Nuveen LLC | 10,127 | $119K | 0.0% | N/A | 0.000% | |
5/12/2025 | Invesco Ltd. | 123,792 | $1.45M | 0.0% | +40.5% | 0.000% | |
5/12/2025 | Wolverine Asset Management LLC | 2,697 | $32K | 0.0% | +1,248.5% | 0.000% | |
5/9/2025 | City of London Investment Management Co. Ltd. | 246,775 | $2.90M | 0.3% | +90.6% | 0.000% | |
5/9/2025 | Ackerman Capital Advisors LLC | 77,996 | $916K | 0.2% | +20.3% | 0.000% | |
5/9/2025 | PNC Financial Services Group Inc. | 262,674 | $3.08M | 0.0% | +16.7% | 0.000% | |
5/8/2025 | ProVise Management Group LLC | 26,695 | $313K | 0.0% | -9.2% | 0.000% | |
5/8/2025 | US Bancorp DE | 2,900 | $34K | 0.0% | -23.7% | 0.000% | |
5/7/2025 | Fiera Capital Corp | 427,875 | $5.02M | 0.0% | -5.6% | 0.000% | |
5/7/2025 | LPL Financial LLC | 133,926 | $1.57M | 0.0% | +13.5% | 0.000% | |
5/7/2025 | Rareview Capital LLC | 123,872 | $1.45M | 0.9% | +190.4% | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 11,038 | $130K | 0.0% | -22.9% | 0.000% | |
4/30/2025 | Moloney Securities Asset Management LLC | 56,203 | $660K | 0.1% | +9.9% | 0.000% | |
4/30/2025 | M&T Bank Corp | 10,900 | $128K | 0.0% | N/A | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 316,844 | $3.72M | 0.0% | +8.6% | 0.000% | |
4/29/2025 | Mackay Shields LLC | 1,979,686 | $23.24M | 0.7% | +3.1% | 0.000% | |
4/29/2025 | Aviance Capital Partners LLC | 17,775 | $209K | 0.0% | +12.3% | 0.000% | |
4/28/2025 | Summit Trail Advisors LLC | 10,202 | $121K | 0.0% | N/A | 0.000% | |
4/25/2025 | Uniting Wealth Partners LLC | 35,886 | $421K | 0.2% | N/A | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 28,617 | $336K | 0.0% | +6.8% | 0.000% | |
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4/21/2025 | Avior Wealth Management LLC | 23,220 | $273K | 0.0% | +5.7% | 0.000% | |
4/21/2025 | Riverbridge Partners LLC | 53,312 | $626K | 0.0% | +20.5% | 0.000% | |
4/15/2025 | Noble Wealth Management PBC | 102,630 | $1.21M | 0.8% | -5.5% | 0.000% | |
4/14/2025 | Wesbanco Bank Inc. | 26,498 | $311K | 0.0% | +17.1% | 0.000% | |
4/14/2025 | Park Avenue Securities LLC | 94,803 | $1.11M | 0.0% | +2.5% | 0.000% | |
4/11/2025 | Permanent Capital Management LP | 11,847 | $140K | 0.0% | -9.3% | 0.000% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 1,104,504 | $12.97M | 0.6% | +15.6% | 0.000% | |
4/9/2025 | Integrated Capital Management Inc. | 18,564 | $218K | 0.2% | +7.9% | 0.000% | |
2/24/2025 | Ameriflex Group Inc. | 9,830 | $119K | 0.1% | N/A | 0.000% | |
2/17/2025 | Pathstone Holdings LLC | 1,416,610 | $16.58M | 0.1% | +21.1% | 0.000% | |
2/17/2025 | Nomura Holdings Inc. | 16,500 | $193K | 0.0% | N/A | 0.000% | |
2/17/2025 | Nuveen Asset Management LLC | 37,839 | $442K | 0.0% | +17.3% | 0.000% | |
2/17/2025 | Millennium Management LLC | 17,964 | $210K | 0.0% | -57.1% | 0.000% | |
2/17/2025 | Logan Stone Capital LLC | 277,908 | $3.24M | 1.1% | -11.5% | 0.000% | |
2/17/2025 | Citadel Advisors LLC | 10,150 | $118K | 0.0% | N/A | 0.000% | |
2/17/2025 | Baird Financial Group Inc. | 77,620 | $906K | 0.0% | +10.3% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 671,641 | $7.84M | 0.0% | -6.6% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 39,894 | $466K | 0.0% | +5.3% | 0.000% | |
2/14/2025 | AQR Arbitrage LLC | 119,252 | $1.39M | 0.0% | -46.2% | 0.000% | |
2/14/2025 | Northern Trust Corp | 11,249 | $131K | 0.0% | N/A | 0.000% | |
2/14/2025 | Stifel Financial Corp | 33,490 | $391K | 0.0% | -4.3% | 0.000% | |
2/13/2025 | Garden State Investment Advisory Services LLC | 34,122 | $398K | 0.1% | +30.6% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 30,606 | $357K | 0.0% | +3.6% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 1,085,521 | $12.67M | 0.1% | -2.5% | 0.000% | |
2/13/2025 | Cohen & Steers Inc. | 100,447 | $1.17M | 0.0% | +5.2% | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 32,700 | $382K | 0.0% | -13.2% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 100,475 | $1.17M | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 88,087 | $1.03M | 0.0% | +130.3% | 0.000% | |
2/13/2025 | Wellspring Financial Advisors LLC | 36,850 | $430K | 0.0% | -17.8% | 0.000% | |
2/13/2025 | Cerity Partners LLC | 10,634 | $124K | 0.0% | -7.9% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 291,879 | $3.41M | 0.0% | -0.6% | 0.000% | |
2/13/2025 | Sit Investment Associates Inc. | 331,704 | $3.87M | 0.1% | -6.7% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 287,164 | $3.35M | 0.0% | -5.6% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 11,948 | $139K | 0.0% | N/A | 0.000% | |
2/12/2025 | Everstar Asset Management LLC | 23,400 | $273K | 0.2% | -30.6% | 0.000% | |
2/11/2025 | LPL Financial LLC | 118,025 | $1.38M | 0.0% | +3.2% | 0.000% | |
2/11/2025 | Virtu Financial LLC | 12,066 | $141K | 0.0% | N/A | 0.000% | |
2/11/2025 | ProVise Management Group LLC | 29,386 | $343K | 0.0% | -32.1% | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 528,557 | $6.17M | 0.1% | +15.4% | 0.000% | |
2/10/2025 | Horizon Kinetics Asset Management LLC | 16,653 | $194K | 0.0% | -88.1% | 0.000% | |
2/10/2025 | Signaturefd LLC | 4,079 | $48K | 0.0% | N/A | 0.000% | |
2/10/2025 | Rareview Capital LLC | 42,650 | $540K | 0.4% | N/A | 0.000% | |
2/10/2025 | Atala Financial Inc | 29,908 | $349K | 0.2% | N/A | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 84,306 | $984K | 0.0% | +45.4% | 0.000% | |
2/7/2025 | Permanent Capital Management LP | 13,064 | $152K | 0.0% | N/A | 0.000% | |
2/7/2025 | PNC Financial Services Group Inc. | 225,087 | $2.63M | 0.0% | +0.6% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 100,475 | $1.17M | 0.0% | N/A | 0.000% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 10,436 | $122K | 0.0% | +71.1% | 0.000% | |
2/5/2025 | Noble Wealth Management PBC | 108,565 | $1.27M | 0.9% | N/A | 0.000% | |
2/5/2025 | Oppenheimer & Co. Inc. | 26,801 | $313K | 0.0% | -20.1% | 0.000% | |
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2/4/2025 | Ackerman Capital Advisors LLC | 64,833 | $757K | 0.2% | -8.2% | 0.000% | |
2/4/2025 | Bank of New York Mellon Corp | 120,119 | $1.40M | 0.0% | +1.2% | 0.000% | |
2/4/2025 | Mackay Shields LLC | 1,919,567 | $22.40M | 0.7% | -0.1% | 0.000% | |
2/3/2025 | Private Advisor Group LLC | 14,313 | $167K | 0.0% | -14.9% | 0.000% | |
2/3/2025 | TBH Global Asset Management LLC | 22,770 | $266K | 0.1% | -16.3% | 0.000% | |
1/31/2025 | Robinson Capital Management LLC | 276,573 | $3.23M | 1.3% | -13.3% | 0.000% | |
1/31/2025 | Sanctuary Advisors LLC | 20,569 | $248K | 0.0% | -8.8% | 0.000% | |
1/30/2025 | Compass Financial Group INC SD | 211,638 | $2.47M | 0.5% | +0.6% | 0.000% | |
1/30/2025 | Scarborough Advisors LLC | 35,000 | $408K | 0.1% | N/A | 0.000% | |
1/30/2025 | Nations Financial Group Inc. IA ADV | 50,659 | $591K | 0.0% | -5.0% | 0.000% | |