4/22/2024 | PFG Investments LLC | 198,943 | $2.19M | 0.1% | N/A | 0.000% | |
4/18/2024 | RHS Financial LLC | 27,370 | $302K | 0.2% | +24.6% | 0.000% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 562,717 | $6.20M | 0.3% | -7.9% | 0.000% | |
4/16/2024 | Weaver Consulting Group | 15,000 | $165K | 0.1% | -18.9% | 0.000% | |
4/12/2024 | Riverview Trust Co | 10,612 | $117K | 0.1% | N/A | 0.000% | |
4/12/2024 | Ignite Planners LLC | 212,658 | $2.34M | 0.7% | +20.9% | 0.000% | |
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4/12/2024 | Southland Equity Partners LLC | 90,940 | $1.00M | 0.3% | +43.2% | 0.000% | |
4/11/2024 | International Assets Investment Management LLC | 26,600 | $293K | 0.0% | +7.5% | 0.000% | |
4/11/2024 | Sanders Morris Harris LLC | 10,000 | $110K | 0.0% | N/A | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 12,625 | $140K | 0.0% | N/A | 0.000% | |
2/29/2024 | Tortoise Investment Management LLC | 31,231 | $346K | 0.0% | -20.2% | 0.000% | |
2/28/2024 | EP Wealth Advisors LLC | 16,010 | $178K | 0.0% | +14.5% | 0.000% | |
2/22/2024 | Napa Wealth Management | 40,233 | $446K | 0.2% | N/A | 0.000% | |
2/15/2024 | Bartlett & CO. Wealth Management LLC | 34,500 | $382K | 0.0% | -38.9% | 0.000% | |
2/14/2024 | LM Advisors LLC | 327,853 | $3.64M | 0.7% | N/A | 0.000% | |
2/13/2024 | Karpus Management Inc. | 6,288,053 | $69.74M | 2.1% | +35.2% | 0.000% | |
2/12/2024 | Evoke Wealth LLC | 132,974 | $1.48M | 0.0% | -8.6% | 0.000% | |
2/9/2024 | Hoylecohen LLC | 12,296 | $136K | 0.0% | -9.0% | 0.000% | |
2/9/2024 | D.A. Davidson & CO. | 60,529 | $671K | 0.0% | -3.0% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 1,020,419 | $11.32M | 0.0% | +4.5% | 0.000% | |
2/9/2024 | UBS Group AG | 1,593,210 | $17.67M | 0.0% | -9.7% | 0.000% | |
2/8/2024 | Robinson Capital Management LLC | 309,923 | $3.43M | 1.2% | +96.3% | 0.000% | |
2/8/2024 | Tortoise Investment Management LLC | 31,231 | $342K | 0.0% | -20.2% | 0.000% | |
2/7/2024 | Ieq Capital LLC | 16,318 | $181K | 0.0% | N/A | 0.000% | |
2/7/2024 | Northwest Financial Advisors | 8,400 | $93K | 0.1% | N/A | 0.000% | |
2/7/2024 | Van Hulzen Asset Management LLC | 63,505 | $704K | 0.0% | -2.5% | 0.000% | |
2/5/2024 | Oder Investment Management LLC | 44,949 | $498K | 0.5% | +2.9% | 0.000% | |
2/1/2024 | Pacific Wealth Strategies Group Inc. | 35,785 | $397K | 0.4% | -5.0% | 0.000% | |
1/31/2024 | Davidson Trust Co. | 159,240 | $1.77M | 1.1% | +1.3% | 0.000% | |
1/31/2024 | Obermeyer Wood Investment Counsel Lllp | 54,008 | $599K | 0.0% | +20.7% | 0.000% | |
1/30/2024 | Dakota Wealth Management | 259,832 | $2.88M | 0.1% | +65.5% | 0.000% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 3,400 | $38K | 0.0% | N/A | 0.000% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 64,706 | $718K | 0.0% | -14.7% | 0.000% | |
1/24/2024 | Allworth Financial LP | 284,190 | $3.15M | 0.0% | +10,075.1% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 274,367 | $3.04M | 0.0% | +1,009.0% | 0.000% | |
1/22/2024 | Weaver Consulting Group | 18,500 | $205K | 0.1% | +12.1% | 0.000% | |
1/22/2024 | Regatta Capital Group LLC | 211,188 | $2.34M | 0.6% | +68.2% | 0.000% | |
1/22/2024 | Melfa Wealth Management LLC | 16,263 | $180K | 0.2% | +35.6% | 0.000% | |
1/18/2024 | Global Retirement Partners LLC | 3,685 | $40K | 0.0% | N/A | 0.000% | |
1/18/2024 | RHS Financial LLC | 21,972 | $244K | 0.2% | +77.2% | 0.000% | |
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1/16/2024 | Kingswood Wealth Advisors LLC | 12,118 | $134K | 0.0% | N/A | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 17,664 | $196K | 0.0% | +15.0% | 0.000% | |
1/16/2024 | Raymond James & Associates | 101,355 | $1.12M | 0.0% | -8.1% | 0.000% | |
1/16/2024 | Beach Point Capital Management LP | 1,398,081 | $15.51M | 6.2% | +56.0% | 0.000% | |
1/16/2024 | Cooper Financial Group | 40,263 | $447K | 0.1% | -7.6% | 0.000% | |
1/12/2024 | Mutual Advisors LLC | 52,168 | $579K | 0.0% | -19.9% | 0.000% | |
1/11/2024 | Whittier Trust Co. of Nevada Inc. | 16,868 | $187K | 0.0% | -40.7% | 0.000% | |
1/11/2024 | Whittier Trust Co. | 90,405 | $1.00M | 0.0% | -64.2% | 0.000% | |
1/9/2024 | Southland Equity Partners LLC | 63,500 | $704K | 0.2% | -10.3% | 0.000% | |
1/8/2024 | Bartlett & Co. LLC | 34,500 | $380K | 0.0% | -38.9% | 0.000% | |
1/8/2024 | Pure Financial Advisors LLC | 17,768 | $197K | 0.0% | +20.8% | 0.000% | |
11/24/2023 | EP Wealth Advisors LLC | 13,986 | $135K | 0.0% | +35.1% | 0.000% | |
11/16/2023 | RB Capital Management LLC | 20,346 | $196K | 0.1% | -39.5% | 0.000% | |
11/16/2023 | First Foundation Advisors | 76,590 | $739K | 0.0% | -1.4% | 0.000% | |
11/16/2023 | Penserra Capital Management LLC | 592,617 | $5.72M | 0.1% | -26.7% | 0.000% | |
11/15/2023 | Hall Private Wealth Advisors | 232,655 | $2.25M | 1.5% | +44.9% | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 503,028 | $4.85M | 0.1% | +2.9% | 0.000% | |
11/14/2023 | AQR Arbitrage LLC | 607,323 | $5.86M | 0.3% | +118.2% | 0.000% | |
11/14/2023 | Saba Capital Management L.P. | 6,751,010 | $65.15M | 1.6% | +63.9% | 0.000% | |
11/14/2023 | Robinson Capital Management LLC | 157,900 | $1.51M | 0.7% | N/A | 0.000% | |
11/14/2023 | Mutual Advisors LLC | 65,150 | $629K | 0.0% | -44.1% | 0.000% | |
11/13/2023 | Hollencrest Capital Management | 53,928 | $520K | 0.1% | -6.2% | 0.000% | |
11/13/2023 | Mariner LLC | 557,440 | $5.38M | 0.0% | -10.6% | 0.000% | |
11/13/2023 | Wolverine Asset Management LLC | 60,620 | $585K | 0.0% | -10.2% | 0.000% | |
11/9/2023 | Karpus Management Inc. | 4,650,884 | $44.88M | 1.5% | +10.5% | 0.000% | |
11/9/2023 | Prime Capital Investment Advisors LLC | 75,834 | $732K | 0.0% | -32.9% | 0.000% | |
11/9/2023 | UBS Group AG | 1,763,826 | $17.02M | 0.0% | -11.8% | 0.000% | |
11/8/2023 | HighTower Advisors LLC | 36,046 | $348K | 0.0% | -14.6% | 0.000% | |
11/8/2023 | D.A. Davidson & CO. | 62,426 | $602K | 0.0% | -27.3% | 0.000% | |
11/8/2023 | Atria Wealth Solutions Inc. | 29,792 | $289K | 0.0% | -13.9% | 0.000% | |
11/8/2023 | Landscape Capital Management L.L.C. | 67,973 | $656K | 0.1% | -9.7% | 0.000% | |
11/7/2023 | Van Hulzen Asset Management LLC | 65,110 | $628K | 0.0% | -19.9% | 0.000% | |
11/7/2023 | Oder Investment Management LLC | 43,696 | $422K | 0.5% | -8.3% | 0.000% | |
11/7/2023 | Fermata Advisors LLC | 10,900 | $105K | 0.0% | N/A | 0.000% | |
11/6/2023 | Pacific Wealth Strategies Group Inc. | 37,685 | $364K | 0.4% | +15.9% | 0.000% | |
11/2/2023 | Hoylecohen LLC | 13,506 | $130K | 0.0% | +27.7% | 0.000% | |
10/31/2023 | Allworth Financial LP | 2,793 | $27K | 0.0% | -58.6% | 0.000% | |
10/30/2023 | Regatta Capital Group LLC | 125,522 | $1.21M | 0.4% | -16.1% | 0.000% | |
10/30/2023 | Beach Point Capital Management LP | 896,436 | $8.65M | 5.1% | +136.6% | 0.000% | |
10/27/2023 | Whittier Trust Co. of Nevada Inc. | 28,457 | $275K | 0.0% | -9.8% | 0.000% | |
10/27/2023 | Whittier Trust Co. | 252,392 | $2.44M | 0.0% | -4.6% | 0.000% | |
10/24/2023 | Raymond James & Associates | 110,258 | $1.06M | 0.0% | +1.3% | 0.000% | |
10/24/2023 | Dakota Wealth Management | 157,032 | $1.52M | 0.1% | +10.6% | 0.000% | |
10/24/2023 | RHS Financial LLC | 12,401 | $120K | 0.1% | N/A | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 52,819 | $510K | 0.0% | -2.9% | 0.000% | |
10/11/2023 | Ignite Planners LLC | 175,121 | $1.67M | 0.5% | +33.6% | 0.000% | |
10/11/2023 | Castle Rock Wealth Management LLC | 25,767 | $246K | 0.1% | +40.2% | 0.000% | |
10/4/2023 | International Assets Investment Management LLC | 24,740 | $241K | 0.0% | N/A | 0.000% | |
8/15/2023 | Rivernorth Capital Management LLC | 5,576,519 | $60.90M | 3.0% | +22.8% | 0.000% | |
8/14/2023 | Rosenblum Silverman Sutton S F Inc. CA | 38,460 | $420K | 0.1% | N/A | 0.000% | |
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8/14/2023 | Perennial Investment Advisors LLC | 12,512 | $137K | 0.0% | -26.9% | 0.000% | |
8/14/2023 | First Foundation Advisors | 77,668 | $848K | 0.0% | +41.5% | 0.000% | |
8/14/2023 | Snowden Capital Advisors LLC | 150,869 | $1.65M | 0.1% | +0.7% | 0.000% | |
8/11/2023 | Karpus Management Inc. | 4,209,650 | $45.97M | 1.4% | +33.6% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 1,344,972 | $14.69M | 0.1% | -16.0% | 0.000% | |
8/11/2023 | D.A. Davidson & CO. | 85,879 | $938K | 0.0% | -5.7% | 0.000% | |
8/11/2023 | Penserra Capital Management LLC | 807,950 | $8.82M | 0.2% | +6.6% | 0.000% | |
8/10/2023 | Beach Point Capital Management LP | 378,823 | $4.14M | 1.7% | N/A | 0.000% | |
8/10/2023 | Hollencrest Capital Management | 57,478 | $628K | 0.1% | -2.8% | 0.000% | |
8/10/2023 | US Bancorp DE | 20,945 | $229K | 0.0% | +658.1% | 0.000% | |