4/29/2025 | Wheelhouse Advisory Group LLC | 42,707 | $451K | 0.3% | -16.8% | 0.092% | |
4/29/2025 | Mackay Shields LLC | 558,209 | $5.89M | 0.2% | +43.6% | 1.196% | |
4/28/2025 | Summit Trail Advisors LLC | 16,849 | $192K | 0.0% | N/A | 0.036% | |
4/24/2025 | Transcend Capital Advisors LLC | 19,316 | $204K | 0.0% | +13.6% | 0.041% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 118,767 | $1.25M | 0.0% | +24.6% | 0.255% | |
4/22/2025 | Congress Park Capital LLC | 809,000 | $8.54M | 3.2% | +13.0% | 1.734% | |
4/22/2025 | Advisor Resource Council | 23,200 | $245K | 0.0% | N/A | 0.050% | |
4/21/2025 | Avior Wealth Management LLC | 14,488 | $153K | 0.0% | +43.4% | 0.031% | |
4/17/2025 | Fortitude Advisory Group L.L.C. | 32,076 | $318K | 0.2% | +5.9% | 0.069% | |
4/14/2025 | Capital Investment Advisors LLC | 10,525 | $111K | 0.0% | N/A | 0.023% | |
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4/11/2025 | Intellectus Partners LLC | 126,500 | $1.34M | 0.3% | +5.9% | 0.271% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 168,783 | $1.78M | 0.1% | N/A | 0.362% | |
4/9/2025 | 180 Wealth Advisors LLC | 47,845 | $505K | 0.1% | -3.4% | 0.103% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 23,614 | $245K | 0.0% | N/A | 0.051% | |
2/18/2025 | Elequin Capital LP | 13,603 | $141K | 0.0% | N/A | 0.029% | |
2/17/2025 | Nomura Holdings Inc. | 30,000 | $312K | 0.0% | N/A | 0.064% | |
2/17/2025 | Nuveen Asset Management LLC | 31,861 | $331K | 0.0% | +6.7% | 0.068% | |
2/17/2025 | Logan Stone Capital LLC | 98,084 | $1.02M | 0.3% | N/A | 0.210% | |
2/17/2025 | Cetera Investment Advisers | 37,768 | $392K | 0.0% | +2.8% | 0.081% | |
2/17/2025 | Bank of America Corp DE | 258,004 | $2.68M | 0.0% | +17.8% | 0.553% | |
2/17/2025 | Ameriprise Financial Inc. | 54,483 | $566K | 0.0% | -4.2% | 0.117% | |
2/17/2025 | AmeriServ Wealth Advisors | 22,375 | $232K | 0.1% | N/A | 0.048% | |
2/14/2025 | Jane Street Group LLC | 22,930 | $238K | 0.0% | N/A | 0.049% | |
2/13/2025 | NewEdge Advisors LLC | 25,826 | $268K | 0.0% | +8.6% | 0.055% | |
2/13/2025 | Guggenheim Capital LLC | 1,107,224 | $11.50M | 0.1% | +4.2% | 2.373% | |
2/13/2025 | Walleye Capital LLC | 16,383 | $170K | 0.0% | N/A | 0.035% | |
2/13/2025 | XTX Topco Ltd | 13,332 | $139K | 0.0% | N/A | 0.029% | |
2/13/2025 | Cohen & Steers Inc. | 83,315 | $866K | 0.0% | -10.7% | 0.179% | |
2/13/2025 | Rockefeller Capital Management L.P. | 65,491 | $680K | 0.0% | +6.8% | 0.140% | |
2/13/2025 | Raymond James Financial Inc. | 120,266 | $1.25M | 0.0% | N/A | 0.258% | |
2/13/2025 | Invesco Ltd. | 73,702 | $766K | 0.0% | -31.5% | 0.158% | |
2/13/2025 | Bank of Montreal Can | 21,386 | $222K | 0.0% | +4.7% | 0.046% | |
2/13/2025 | Sit Investment Associates Inc. | 184,100 | $1.91M | 0.0% | -2.5% | 0.395% | |
2/13/2025 | Wells Fargo & Company MN | 197,056 | $2.05M | 0.0% | -11.7% | 0.422% | |
2/12/2025 | Landscape Capital Management L.L.C. | 29,709 | $309K | 0.0% | N/A | 0.064% | |
2/11/2025 | LPL Financial LLC | 249,227 | $2.59M | 0.0% | +54.7% | 0.534% | |
2/10/2025 | Corient Private Wealth LLC | 15,953 | $166K | 0.0% | +30.4% | 0.034% | |
2/10/2025 | Rareview Capital LLC | 102,887 | $1.18M | 0.9% | -26.0% | 0.221% | |
2/10/2025 | Atala Financial Inc | 90,165 | $937K | 0.7% | N/A | 0.193% | |
2/10/2025 | Commonwealth Equity Services LLC | 86,592 | $900K | 0.0% | +50.2% | 0.186% | |
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2/10/2025 | Hollencrest Capital Management | 16,985 | $176K | 0.0% | +39.4% | 0.036% | |
2/7/2025 | Independent Advisor Alliance | 11,574 | $120K | 0.0% | N/A | 0.025% | |
2/7/2025 | Intellectus Partners LLC | 119,500 | $1.24M | 0.3% | +57.2% | 0.256% | |
2/7/2025 | PNC Financial Services Group Inc. | 10,022 | $104K | 0.0% | -13.0% | 0.021% | |
2/6/2025 | Raymond James Financial Inc. | 120,266 | $1.25M | 0.0% | N/A | 0.258% | |
2/4/2025 | Rothschild Investment LLC | 130,400 | $1.36M | 0.1% | -2.2% | 0.279% | |
2/3/2025 | Wolverine Asset Management LLC | 11,760 | $122K | 0.0% | +740.0% | 0.025% | |
1/31/2025 | Robinson Capital Management LLC | 20,334 | $211K | 0.1% | -77.4% | 0.044% | |
1/31/2025 | Sanctuary Advisors LLC | 19,528 | $209K | 0.0% | -9.3% | 0.042% | |
1/31/2025 | J.W. Cole Advisors Inc. | 25,130 | $261K | 0.0% | -52.5% | 0.054% | |
1/30/2025 | Tanglewood Legacy Advisors LLC | 4,500 | $47K | 0.0% | N/A | 0.010% | |
1/29/2025 | Van ECK Associates Corp | 347,642 | $3.61M | 0.0% | +6.5% | 0.745% | |
1/29/2025 | Avidian Wealth Enterprises LLC | 10,100 | $105K | 0.0% | N/A | 0.022% | |
1/27/2025 | Choreo LLC | 12,738 | $132K | 0.0% | +8.5% | 0.027% | |
1/22/2025 | Mariner Investment Group LLC | 50,734 | $527K | 0.1% | N/A | 0.109% | |
1/21/2025 | RFG Advisory LLC | 26,800 | $278K | 0.0% | N/A | 0.057% | |
1/17/2025 | Avior Wealth Management LLC | 10,102 | $105K | 0.0% | -25.0% | 0.022% | |
1/17/2025 | Simon Quick Advisors LLC | 10,543 | $110K | 0.0% | N/A | 0.023% | |
1/15/2025 | Congress Park Capital LLC | 716,000 | $7.44M | 2.7% | -9.4% | 1.535% | |
1/14/2025 | 180 Wealth Advisors LLC | 49,545 | $515K | 0.1% | -5.2% | 0.106% | |
12/3/2024 | Rivernorth Capital Management LLC | 4,197,313 | $47.98M | 2.3% | -6.5% | 8.996% | |
11/25/2024 | Sanctuary Advisors LLC | 21,528 | $240K | 0.0% | +10.2% | 0.046% | |
11/20/2024 | Virtu Financial LLC | 20,125 | $230K | 0.0% | N/A | 0.043% | |
11/15/2024 | Rivernorth Capital Management LLC | 4,173,202 | $47.70M | 2.4% | -7.1% | 8.944% | |
11/14/2024 | Rockefeller Capital Management L.P. | 61,328 | $701K | 0.0% | -11.2% | 0.131% | |
11/8/2024 | Advisors Asset Management Inc. | 52,193 | $597K | 0.0% | -64.2% | 0.112% | |
11/7/2024 | Pathstone Holdings LLC | 718,810 | $8.22M | 0.0% | -3.5% | 1.541% | |
11/6/2024 | Intellectus Partners LLC | 76,000 | $872K | 0.2% | +10.1% | 0.163% | |
11/1/2024 | Fiera Capital Corp | 296,245 | $3.39M | 0.0% | -2.7% | 0.635% | |
10/29/2024 | Van ECK Associates Corp | 326,305 | $3.68M | 0.0% | -4.1% | 0.699% | |
10/24/2024 | J.W. Cole Advisors Inc. | 52,905 | $605K | 0.0% | N/A | 0.113% | |
10/22/2024 | Private Advisor Group LLC | 12,054 | $138K | 0.0% | N/A | 0.026% | |
10/9/2024 | Congress Park Capital LLC | 790,000 | $9.03M | 3.3% | +8.8% | 1.693% | |
9/5/2024 | Sanctuary Advisors LLC | 19,528 | $206K | 0.0% | N/A | 0.042% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 88,505 | $960K | 0.0% | -6.0% | 0.190% | |
8/14/2024 | EverSource Wealth Advisors LLC | 2,609 | $29K | 0.0% | +2,293.6% | 0.006% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 12,009 | $130K | 0.0% | -16.2% | 0.026% | |
8/9/2024 | City of London Investment Management Co. Ltd. | 60,140 | $653K | 0.1% | -15.1% | 0.129% | |
8/8/2024 | Main Street Financial Solutions LLC | 17,733 | $192K | 0.0% | -12.3% | 0.038% | |
8/7/2024 | Choreo LLC | 13,362 | $144K | 0.0% | N/A | 0.029% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 2,300 | $25K | 0.0% | N/A | 0.005% | |
8/2/2024 | Wolverine Asset Management LLC | 3,891 | $42K | 0.0% | N/A | 0.008% | |
8/1/2024 | Fiera Capital Corp | 304,590 | $3.31M | 0.0% | -32.5% | 0.653% | |
7/31/2024 | Van ECK Associates Corp | 340,163 | $3.69M | 0.0% | -3.3% | 0.729% | |
7/31/2024 | Commonwealth Equity Services LLC | 39,406 | $428K | 0.0% | +82.8% | 0.084% | |
7/31/2024 | Rothschild Investment LLC | 137,500 | $1.49M | 0.1% | N/A | 0.295% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 116,349 | $1.26M | 0.0% | -4.0% | 0.249% | |
7/26/2024 | Ackerman Capital Advisors LLC | 21,054 | $228K | 0.1% | N/A | 0.045% | |
7/25/2024 | Pettinga Financial Advisors LLC | 11,540 | $125K | 0.0% | N/A | 0.025% | |
7/18/2024 | Wheelhouse Advisory Group LLC | 51,342 | $554K | 0.4% | -22.3% | 0.110% | |
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7/17/2024 | 180 Wealth Advisors LLC | 54,185 | $595K | 0.1% | -5.4% | 0.116% | |
7/12/2024 | Congress Park Capital LLC | 726,000 | $7.88M | 3.2% | +12.8% | 1.556% | |
7/2/2024 | Transcend Capital Advisors LLC | 17,000 | $184K | 0.0% | +13.3% | 0.036% | |
5/14/2024 | Advisors Asset Management Inc. | 217,854 | $2.41M | 0.0% | -27.7% | 0.467% | |
5/14/2024 | Freestone Capital Holdings LLC | 51,500 | $570K | 0.0% | +3.0% | 0.110% | |
5/10/2024 | City of London Investment Management Co. Ltd. | 70,871 | $784K | 0.1% | -38.7% | 0.152% | |
5/7/2024 | Sfmg LLC | 14,213 | $157K | 0.0% | -6.6% | 0.030% | |
4/30/2024 | Van ECK Associates Corp | 351,725 | $3.89M | 0.0% | +3.0% | 0.754% | |
4/23/2024 | Wheelhouse Advisory Group LLC | 66,117 | $731K | 0.6% | -15.5% | 0.142% | |
4/23/2024 | Summit Trail Advisors LLC | 24,727 | $292K | 0.0% | N/A | 0.053% | |