| 5/21/2025 | Indiana Trust & Investment Management Co | 151,754 | $1.06M | 0.4% | +1.5% | 0.252% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 67,077 | $470K | 0.0% | -3.7% | 0.111% | |
| 5/16/2025 | AQR Arbitrage LLC | 50,077 | $351K | 0.0% | -59.9% | 0.083% | |
| 5/16/2025 | Advisors Asset Management Inc. | 459,177 | $3.22M | 0.1% | -3.6% | 0.761% | |
| 5/16/2025 | 1607 Capital Partners LLC | 511,845 | $3.59M | 0.3% | -7.1% | 0.849% | |
| 5/15/2025 | Royal Bank of Canada | 74,834 | $525K | 0.0% | +2.4% | 0.124% | |
| 5/14/2025 | Guggenheim Capital LLC | 1,320,597 | $9.26M | 0.1% | +16.1% | 2.190% | |
| 5/13/2025 | Raymond James Financial Inc. | 799,908 | $5.61M | 0.0% | +13.1% | 1.326% | |
| 5/13/2025 | Sit Investment Associates Inc. | 1,043,379 | $7.31M | 0.2% | +6.5% | 1.730% | |
| 5/12/2025 | Nuveen LLC | 12,176 | $85K | 0.0% | N/A | 0.020% | |
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| 5/12/2025 | Invesco Ltd. | 284,350 | $1.99M | 0.0% | +22.7% | 0.471% | |
| 5/9/2025 | Ackerman Capital Advisors LLC | 15,242 | $107K | 0.0% | N/A | 0.025% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 333,712 | $2.34M | 0.0% | +7.0% | 0.553% | |
| 5/8/2025 | US Bancorp DE | 6,461 | $45K | 0.0% | -23.6% | 0.011% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 26,603 | $186K | 0.0% | N/A | 0.044% | |
| 5/2/2025 | Leo Wealth LLC | 243,316 | $1.71M | 0.2% | -20.9% | 0.403% | |
| 5/2/2025 | Dakota Wealth Management | 213,198 | $1.50M | 0.0% | -10.3% | 0.353% | |
| 4/29/2025 | Bank of New York Mellon Corp | 68,363 | $479K | 0.0% | -6.0% | 0.113% | |
| 4/29/2025 | Mackay Shields LLC | 1,420,434 | $9.96M | 0.3% | -7.4% | 2.355% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 604,628 | $4.24M | 0.0% | -18.4% | 1.002% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 15,524 | $109K | 0.0% | N/A | 0.026% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 22,465 | $157K | 0.0% | -21.1% | 0.037% | |
| 4/14/2025 | Park Avenue Securities LLC | 142,501 | $999K | 0.0% | +1.6% | 0.236% | |
| 4/11/2025 | Gridiron Partners LLC | 368,511 | $2.58M | 1.7% | -3.0% | 0.611% | |
| 4/10/2025 | Hennion & Walsh Asset Management Inc. | 264,739 | $1.86M | 0.1% | +579.2% | 0.439% | |
| 4/9/2025 | Integrated Capital Management Inc. | 28,961 | $203K | 0.2% | +10.9% | 0.048% | |
| 4/8/2025 | Rothschild Investment LLC | 119,840 | $840K | 0.1% | -6.5% | 0.199% | |
| 2/17/2025 | Pathstone Holdings LLC | 1,837,292 | $12.97M | 0.1% | +0.9% | 3.046% | |
| 2/17/2025 | Nomura Holdings Inc. | 29,000 | $204K | 0.0% | +129.6% | 0.048% | |
| 2/17/2025 | Nuveen Asset Management LLC | 36,916 | $260K | 0.0% | -5.9% | 0.061% | |
| 2/17/2025 | Logan Stone Capital LLC | 57,362 | $404K | 0.1% | -77.3% | 0.095% | |
| 2/17/2025 | CF Capital LLC | 10,000 | $70K | 0.1% | N/A | 0.017% | |
| 2/17/2025 | Bank of America Corp DE | 447,153 | $3.15M | 0.0% | +0.5% | 0.741% | |
| 2/17/2025 | Ameriprise Financial Inc. | 15,800 | $103K | 0.0% | N/A | 0.026% | |
| 2/14/2025 | AQR Arbitrage LLC | 124,845 | $879K | 0.0% | -43.6% | 0.207% | |
| 2/14/2025 | Northern Trust Corp | 20,895 | $147K | 0.0% | N/A | 0.035% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 69,628 | $490K | 0.0% | -5.9% | 0.115% | |
| 2/13/2025 | 1607 Capital Partners LLC | 551,113 | $3.88M | 0.3% | +39.8% | 0.914% | |
| 2/13/2025 | NewEdge Advisors LLC | 10,588 | $75K | 0.0% | N/A | 0.018% | |
| 2/13/2025 | Guggenheim Capital LLC | 1,137,845 | $8.01M | 0.1% | +9.3% | 1.887% | |
Utah’s New Oil Find (Ad) The Real Reason 218,000 Acres Just Vanished
The government just quietly leased 218,000 acres in the middle of the Utah's Black Desert. Why? Not for oil discovery. Or uranium or solar. Instead, what’s happening beneath this patch of sand is the discovery of a new kind of energy. Google, Buffett, and a even tech billionaires like Gates, Bezos, and Zuckerberg are grabbing a stake. Find out why this could be the most lucrative "underground" energy story in America |
| 2/13/2025 | Cohen & Steers Inc. | 248,091 | $1.75M | 0.0% | +2.9% | 0.411% | |
| 2/13/2025 | Savvy Advisors Inc. | 22,793 | $160K | 0.0% | N/A | 0.038% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 156,228 | $1.10M | 0.0% | +4.8% | 0.259% | |
| 2/13/2025 | Bessemer Group Inc. | 4,106 | $29K | 0.0% | +83.1% | 0.007% | |
| 2/13/2025 | Raymond James Financial Inc. | 707,152 | $4.98M | 0.0% | N/A | 1.173% | |
| 2/13/2025 | Invesco Ltd. | 231,763 | $1.63M | 0.0% | +52.9% | 0.384% | |
| 2/13/2025 | Wellspring Financial Advisors LLC | 86,796 | $611K | 0.0% | -19.8% | 0.144% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 166,940 | $1.18M | 0.0% | +5.2% | 0.277% | |
| 2/13/2025 | Sit Investment Associates Inc. | 979,630 | $6.90M | 0.2% | +318.5% | 1.624% | |
| 2/13/2025 | Wells Fargo & Company MN | 361,096 | $2.54M | 0.0% | -2.3% | 0.599% | |
| 2/12/2025 | Landscape Capital Management L.L.C. | 15,297 | $108K | 0.0% | N/A | 0.025% | |
| 2/11/2025 | LPL Financial LLC | 75,065 | $528K | 0.0% | +21.1% | 0.124% | |
| 2/10/2025 | Advisors Asset Management Inc. | 476,504 | $3.36M | 0.1% | -14.7% | 0.790% | |
| 2/10/2025 | Signaturefd LLC | 4,901 | $35K | 0.0% | N/A | 0.008% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 5,450 | $38K | 0.0% | N/A | 0.009% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 17,056 | $120K | 0.0% | -12.8% | 0.028% | |
| 2/7/2025 | HighTower Advisors LLC | 60,038 | $423K | 0.0% | N/A | 0.100% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 311,831 | $2.20M | 0.0% | -6.0% | 0.517% | |
| 2/6/2025 | Raymond James Financial Inc. | 707,152 | $4.98M | 0.0% | N/A | 1.173% | |
| 2/5/2025 | Noble Wealth Management PBC | 20,121 | $142K | 0.1% | N/A | 0.033% | |
| 2/4/2025 | Bank of New York Mellon Corp | 72,738 | $512K | 0.0% | -6.3% | 0.121% | |
| 2/4/2025 | Rothschild Investment LLC | 128,143 | $902K | 0.1% | -3.8% | 0.212% | |
| 2/4/2025 | Mackay Shields LLC | 1,534,563 | $10.80M | 0.3% | -3.5% | 2.544% | |
| 2/3/2025 | Citizens National Bank Trust Department | 26,750 | $188K | 0.0% | -13.0% | 0.044% | |
| 1/31/2025 | Robinson Capital Management LLC | 897,322 | $6.32M | 2.6% | -6.6% | 1.488% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 10,900 | $77K | 0.0% | N/A | 0.018% | |
| 1/30/2025 | Pathway Financial Advisers LLC | 7,793 | $55K | 0.0% | -87.9% | 0.012% | |
| 1/29/2025 | Allspring Global Investments Holdings LLC | 740,906 | $5.22M | 0.0% | -6.0% | 1.150% | |
| 1/29/2025 | Indiana Trust & Investment Management Co | 149,520 | $1.05M | 0.4% | +1.4% | 0.232% | |
| 1/28/2025 | Leo Wealth LLC | 307,617 | $2.17M | 0.2% | +1.7% | 0.478% | |
| 1/17/2025 | Avior Wealth Management LLC | 25,774 | $181K | 0.0% | -11.9% | 0.040% | |
| 1/17/2025 | Riverbridge Partners LLC | 42,157 | $297K | 0.0% | -9.3% | 0.065% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 28,471 | $200K | 0.0% | +21.8% | 0.044% | |
| 1/17/2025 | Dakota Wealth Management | 237,645 | $1.67M | 0.0% | -3.8% | 0.369% | |
| 1/15/2025 | Gridiron Partners LLC | 379,981 | $2.68M | 1.7% | -2.9% | 0.590% | |
| 1/15/2025 | Hennion & Walsh Asset Management Inc. | 38,977 | $274K | 0.0% | +80.5% | 0.061% | |
| 1/14/2025 | Park Avenue Securities LLC | 140,206 | $987K | 0.0% | +7.3% | 0.218% | |
| 1/13/2025 | Capital Investment Advisors LLC | 352,899 | $2.48M | 0.1% | +3.7% | 0.548% | |
| 12/3/2024 | Rivernorth Capital Management LLC | 4,099,224 | $31.15M | 1.5% | -6.0% | 6.366% | |
| 11/20/2024 | Virtu Financial LLC | 28,734 | $218K | 0.0% | N/A | 0.045% | |
| 11/15/2024 | Rivernorth Capital Management LLC | 4,106,980 | $31.21M | 1.6% | -5.8% | 6.378% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 74,032 | $563K | 0.0% | -6.0% | 0.115% | |
| 11/15/2024 | Benjamin Edwards Inc. | 21,000 | $160K | 0.0% | N/A | 0.033% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 149,061 | $1.13M | 0.0% | -3.4% | 0.231% | |
| 11/12/2024 | Larson Financial Group LLC | 5,000 | $38K | 0.0% | +233.3% | 0.008% | |
| 11/8/2024 | Advisors Asset Management Inc. | 558,639 | $4.25M | 0.1% | -7.1% | 0.868% | |
| 11/8/2024 | PNC Financial Services Group Inc. | 331,559 | $2.52M | 0.0% | -6.0% | 0.515% | |
| 11/7/2024 | Pathstone Holdings LLC | 1,821,511 | $13.84M | 0.1% | -3.3% | 2.829% | |
| 11/4/2024 | Wolverine Asset Management LLC | 3,369 | $26K | 0.0% | N/A | 0.005% | |
| 10/29/2024 | Citizens National Bank Trust Department | 30,750 | $234K | 0.0% | -16.3% | 0.048% | |
Utah’s New Oil Find (Ad) The Real Reason 218,000 Acres Just Vanished
The government just quietly leased 218,000 acres in the middle of the Utah's Black Desert. Why? Not for oil discovery. Or uranium or solar. Instead, what’s happening beneath this patch of sand is the discovery of a new kind of energy. Google, Buffett, and a even tech billionaires like Gates, Bezos, and Zuckerberg are grabbing a stake. Find out why this could be the most lucrative "underground" energy story in America |
| 10/29/2024 | Van ECK Associates Corp | 447,985 | $3.28M | 0.0% | -3.6% | 0.696% | |
| 10/28/2024 | US Bancorp DE | 8,461 | $64K | 0.0% | N/A | 0.013% | |
| 10/25/2024 | Pathway Financial Advisers LLC | 64,656 | $491K | 0.0% | +666.2% | 0.100% | |
| 10/24/2024 | Pathway Financial Advisers LLC | 64,656 | $491K | 0.0% | +666.2% | 0.100% | |
| 10/23/2024 | Dakota Wealth Management | 247,004 | $1.88M | 0.0% | -6.0% | 0.384% | |
| 10/23/2024 | Hennion & Walsh Asset Management Inc. | 21,594 | $164K | 0.0% | N/A | 0.034% | |
| 10/22/2024 | International Assets Investment Management LLC | 41,873 | $3.18M | 0.0% | N/A | 0.065% | |
| 10/22/2024 | Leo Wealth LLC | 302,334 | $2.30M | 0.2% | +10.9% | 0.469% | |
| 10/19/2024 | Allspring Global Investments Holdings LLC | 787,781 | $5.99M | 0.0% | -37.1% | 1.223% | |
| 10/18/2024 | Raymond James & Associates | 356,787 | $2.71M | 0.0% | +1.6% | 0.554% | |
