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% | |
4/23/2024 | Regatta Capital Group LLC | 11,200 | $124K | 0.0% | -9.3% | 0.024% | |
4/16/2024 | Congress Park Capital LLC | 643,385 | $7.12M | 3.1% | +43.0% | 1.379% | |
4/16/2024 | 180 Wealth Advisors LLC | 57,285 | $634K | 0.1% | -2.4% | 0.123% | |
3/22/2024 | PNC Financial Services Group Inc. | 11,522 | $124K | 0.0% | -89.6% | 0.025% | |
|
2/26/2024 | Centaurus Financial Inc. | 21,280 | $229K | 0.0% | -34.5% | 0.046% | |
2/14/2024 | Vivaldi Capital Management LP | 166,777 | $1.82M | 0.5% | -56.0% | 0.357% | |
2/13/2024 | Karpus Management Inc. | 458,789 | $4.95M | 0.2% | -83.1% | 0.983% | |
2/13/2024 | Aristides Capital LLC | 14,416 | $155K | 0.1% | N/A | 0.031% | |
2/13/2024 | Cornerstone Advisory LLC | 12,141 | $131K | 0.0% | -73.3% | 0.026% | |
2/12/2024 | Weiss Asset Management LP | 13,035 | $141K | 0.0% | N/A | 0.028% | |
2/9/2024 | City of London Investment Management Co. Ltd. | 115,618 | $1.25M | 0.1% | +64.1% | 0.248% | |
2/8/2024 | Main Street Financial Solutions LLC | 22,169 | $239K | 0.0% | -40.0% | 0.048% | |
2/8/2024 | Robinson Capital Management LLC | 458,441 | $4.95M | 1.8% | +107.1% | 0.983% | |
2/8/2024 | Fiera Capital Corp | 594,322 | $6.41M | 0.0% | +13.5% | 1.274% | |
2/7/2024 | Principal Securities Inc. | 6,447 | $69K | 0.0% | N/A | 0.014% | |
2/6/2024 | Fortitude Advisory Group L.L.C. | 26,910 | $290K | 0.2% | +5.9% | 0.058% | |
2/5/2024 | Van ECK Associates Corp | 341,421 | $3.68M | 0.0% | +11.0% | 0.732% | |
2/2/2024 | Mackay Shields LLC | 18,500 | $199K | 0.0% | N/A | 0.040% | |
1/31/2024 | Wheelhouse Advisory Group LLC | 78,273 | $844K | 0.8% | N/A | 0.168% | |
1/25/2024 | 180 Wealth Advisors LLC | 58,710 | $633K | 0.1% | +37.6% | 0.126% | |
1/19/2024 | Congress Park Capital LLC | 450,000 | $4.85M | 2.4% | +50.0% | 0.964% | |
1/18/2024 | Pettinga Financial Advisors LLC | 45,000 | $485K | 0.1% | N/A | 0.096% | |
1/16/2024 | Simon Quick Advisors LLC | 12,961 | $140K | 0.0% | +11.2% | 0.028% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 32,774 | $353K | 0.0% | +3.7% | 0.070% | |
1/16/2024 | Raymond James & Associates | 62,726 | $676K | 0.0% | +41.2% | 0.134% | |
1/12/2024 | Advisor Resource Council | 23,200 | $250K | 0.0% | N/A | 0.050% | |
11/15/2023 | Evergreen Capital Management LLC | 16,820 | $154K | 0.0% | N/A | 0.036% | |
11/15/2023 | Axxcess Wealth Management LLC | 10,011 | $92K | 0.0% | N/A | 0.021% | |
11/15/2023 | Advisors Asset Management Inc. | 418,202 | $3.84M | 0.1% | -0.9% | 0.896% | |
11/14/2023 | AQR Arbitrage LLC | 340,444 | $3.13M | 0.1% | +67.2% | 0.730% | |
11/14/2023 | Robinson Capital Management LLC | 221,320 | $2.05M | 0.9% | -19.3% | 0.474% | |
11/13/2023 | Wolverine Asset Management LLC | 3,604 | $33K | 0.0% | +143.5% | 0.008% | |
11/13/2023 | PNC Financial Services Group Inc. | 110,661 | $1.02M | 0.0% | -4.5% | 0.237% | |
11/9/2023 | Fiera Capital Corp | 523,750 | $4.81M | 0.0% | +2.6% | 1.122% | |
11/9/2023 | Karpus Management Inc. | 2,718,364 | $24.96M | 0.8% | -1.4% | 5.826% | |
11/9/2023 | UBS Group AG | 316,147 | $2.90M | 0.0% | -3.2% | 0.678% | |
11/8/2023 | Fort Point Capital Partners LLC | 11,478 | $105K | 0.0% | N/A | 0.025% | |
11/8/2023 | Van ECK Associates Corp | 307,460 | $2.82M | 0.0% | -3.2% | 0.659% | |
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11/8/2023 | Atria Wealth Solutions Inc. | 30,237 | $278K | 0.0% | +60.2% | 0.065% | |
11/8/2023 | Landscape Capital Management L.L.C. | 27,315 | $251K | 0.0% | +23.1% | 0.059% | |
11/6/2023 | RPO LLC | 220,864 | $2.03M | 2.3% | +46.1% | 0.473% | |
11/6/2023 | Sfmg LLC | 15,213 | $140K | 0.0% | N/A | 0.033% | |
11/3/2023 | Private Advisor Group LLC | 10,103 | $93K | 0.0% | -50.4% | 0.022% | |
11/3/2023 | Main Street Financial Solutions LLC | 36,969 | $339K | 0.0% | -55.7% | 0.079% | |
11/1/2023 | Ironsides Asset Advisors LLC | 12,550 | $115K | 0.1% | +19.6% | 0.027% | |
11/1/2023 | 180 Wealth Advisors LLC | 42,670 | $392K | 0.1% | +43.9% | 0.091% | |
10/30/2023 | Summit Trail Advisors LLC | 26,409 | $262K | 0.0% | N/A | 0.057% | |
10/30/2023 | Ackerman Capital Advisors LLC | 10,868 | $100K | 0.0% | N/A | 0.023% | |
10/26/2023 | Park Avenue Securities LLC | 95,134 | $873K | 0.0% | +3.3% | 0.204% | |
10/26/2023 | Advisor Partners II LLC | 274,637 | $2.52M | 0.1% | N/A | 0.589% | |
10/26/2023 | Chicago Partners Investment Group LLC | 74,762 | $663K | 0.0% | -9.2% | 0.160% | |
10/24/2023 | Simon Quick Advisors LLC | 11,657 | $107K | 0.0% | N/A | 0.025% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 31,605 | $290K | 0.0% | -12.3% | 0.068% | |
10/24/2023 | Raymond James & Associates | 44,438 | $408K | 0.0% | -8.7% | 0.095% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 110,190 | $1.01M | 0.0% | -1.5% | 0.236% | |
10/18/2023 | Tanglewood Legacy Advisors LLC | 4,000 | $37K | 0.0% | N/A | 0.009% | |
10/13/2023 | Congress Park Capital LLC | 300,000 | $2.75M | 1.4% | +39.5% | 0.643% | |
10/12/2023 | Moody National Bank Trust Division | 10,595 | $97K | 0.0% | N/A | 0.023% | |
10/10/2023 | Cyndeo Wealth Partners LLC | 24,012 | $220K | 0.0% | -72.6% | 0.051% | |
8/15/2023 | Rivernorth Capital Management LLC | 1,543,216 | $16.11M | 0.8% | +25.1% | 3.307% | |
8/15/2023 | Ironsides Asset Advisors LLC | 10,494 | $109K | 0.0% | N/A | 0.022% | |
8/15/2023 | Cohen & Steers Inc. | 110,689 | $1.16M | 0.0% | +34.7% | 0.237% | |
8/14/2023 | Vivaldi Capital Management LP | 373,096 | $3.90M | 1.2% | -1.2% | 0.800% | |
8/11/2023 | Karpus Management Inc. | 2,758,126 | $28.80M | 0.9% | -0.5% | 5.911% | |
8/11/2023 | City of London Investment Management Co. Ltd. | 70,474 | $737K | 0.1% | +1.7% | 0.151% | |
8/11/2023 | Landscape Capital Management L.L.C. | 22,189 | $232K | 0.0% | +44.4% | 0.048% | |
8/11/2023 | Guggenheim Capital LLC | 1,002,218 | $10.46M | 0.1% | +7.2% | 2.148% | |
8/10/2023 | Sit Investment Associates Inc. | 94,698 | $989K | 0.0% | +11.8% | 0.203% | |
8/10/2023 | Cetera Investment Advisers | 13,346 | $139K | 0.0% | -17.6% | 0.029% | |
8/9/2023 | Fiera Capital Corp | 510,707 | $5.33M | 0.0% | +17.2% | 1.095% | |
8/9/2023 | Lido Advisors LLC | 11,925 | $134K | 0.0% | N/A | 0.026% | |
8/9/2023 | Robinson Capital Management LLC | 274,242 | $2.88M | 1.3% | +33.4% | 0.588% | |
8/8/2023 | Chicago Partners Investment Group LLC | 82,318 | $864K | 0.0% | -16.0% | 0.176% | |
8/3/2023 | Atria Wealth Solutions Inc. | 18,877 | $198K | 0.0% | N/A | 0.040% | |
8/3/2023 | Van ECK Associates Corp | 317,743 | $3.32M | 0.0% | +3.4% | 0.681% | |
8/2/2023 | Bank of Montreal Can | 30,789 | $375K | 0.0% | N/A | 0.066% | |
7/31/2023 | LPL Financial LLC | 48,565 | $507K | 0.0% | +4.6% | 0.104% | |
7/31/2023 | Integrated Capital Management Inc. | 14,787 | $154K | 0.1% | -31.0% | 0.032% | |
7/31/2023 | Dakota Wealth Management | 62,822 | $656K | 0.0% | -13.0% | 0.135% | |
7/31/2023 | Intellectus Partners LLC | 60,000 | $629K | 0.2% | -17.8% | 0.129% | |
7/27/2023 | Cyndeo Wealth Partners LLC | 87,653 | $915K | 0.1% | -3.5% | 0.188% | |
7/26/2023 | Phillips Wealth Planners LLC | 10,000 | $104K | 0.1% | N/A | 0.021% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 36,047 | $376K | 0.0% | +17.2% | 0.077% | |
7/25/2023 | Raymond James & Associates | 48,656 | $508K | 0.0% | -15.2% | 0.104% | |
7/20/2023 | Cornerstone Advisory LLC | 69,865 | $729K | 0.1% | -16.5% | 0.150% | |
7/14/2023 | Park Avenue Securities LLC | 92,081 | $961K | 0.0% | -2.3% | 0.197% | |
7/14/2023 | Congress Park Capital LLC | 215,000 | $2.25M | 1.1% | +4.9% | 0.461% | |
7/13/2023 | Transcend Capital Advisors LLC | 19,123 | $200K | 0.0% | -15.5% | 0.041% | |
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7/13/2023 | Cambridge Investment Research Advisors Inc. | 111,843 | $1.17M | 0.0% | +5.5% | 0.240% | |
7/12/2023 | 180 Wealth Advisors LLC | 29,645 | $312K | 0.1% | +17.2% | 0.064% | |
5/12/2023 | Wellspring Financial Advisors LLC | 20,787 | $223K | 0.1% | +14.2% | 0.044% | |
5/12/2023 | Mariner Investment Group LLC | 63,192 | $679K | 20.3% | -2.3% | 0.135% | |
5/11/2023 | Karpus Management Inc. | 2,771,068 | $29.79M | 0.9% | +8.4% | 5.906% | |
5/11/2023 | Guggenheim Capital LLC | 935,006 | $10.05M | 0.1% | +7.1% | 1.993% | |
5/10/2023 | Landscape Capital Management L.L.C. | 15,366 | $165K | 0.0% | -40.6% | 0.000% | |
5/10/2023 | Robinson Capital Management LLC | 205,574 | $2.18M | 1.0% | +9.6% | 0.000% | |
5/4/2023 | Intellectus Partners LLC | 73,000 | $787K | 0.2% | +114.7% | 0.156% | |
5/4/2023 | Cornerstone Advisory LLC | 83,710 | $900K | 0.2% | +1.5% | 0.178% | |