8/1/2025 | Envestnet Asset Management Inc. | 828,003 | $20.41M | 0.0% | +1.1% | 0.000% | |
7/28/2025 | Harbour Investments Inc. | 24,566 | $606K | 0.0% | -1.9% | 0.000% | |
7/18/2025 | Truist Financial Corp | 16,879 | $416K | 0.0% | +11.7% | 0.000% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 25,045 | $621K | 0.0% | +19.6% | 0.000% | |
7/8/2025 | Parallel Advisors LLC | 1,724 | $42K | 0.0% | N/A | 0.000% | |
5/16/2025 | Punch & Associates Investment Management Inc. | 1,255,780 | $30.82M | 2.0% | -1.5% | 0.000% | |
5/16/2025 | NewEdge Advisors LLC | 1,679 | $41K | 0.0% | -21.2% | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 441,309 | $10.83M | 0.2% | +17.6% | 0.000% | |
5/16/2025 | Aprio Wealth Management LLC | 29,305 | $719K | 0.1% | +2.7% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 870,618 | $21.37M | 0.0% | -12.9% | 0.000% | |
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5/15/2025 | Baird Financial Group Inc. | 11,781 | $289K | 0.0% | +31.9% | 0.000% | |
5/15/2025 | Landscape Capital Management L.L.C. | 47,368 | $1.16M | 0.1% | N/A | 0.000% | |
5/14/2025 | Ieq Capital LLC | 2,089,726 | $51.28M | 0.4% | N/A | 0.000% | |
5/14/2025 | Thomas J. Herzfeld Advisors Inc. | 1,641,558 | $40.28M | 13.7% | +9.9% | 0.000% | |
5/14/2025 | Comerica Bank | 16,989 | $417K | 0.0% | +9.4% | 0.000% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 203,165 | $4.99M | 0.0% | +4.2% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 39,754 | $976K | 0.0% | N/A | 0.000% | |
5/12/2025 | Virtu Financial LLC | 17,361 | $426K | 0.0% | N/A | 0.000% | |
5/9/2025 | City of London Investment Management Co. Ltd. | 310,878 | $7.63M | 0.8% | N/A | 0.000% | |
5/8/2025 | US Bancorp DE | 4,283 | $105K | 0.0% | +756.6% | 0.000% | |
5/8/2025 | Harbour Investments Inc. | 25,044 | $615K | 0.0% | -3.7% | 0.000% | |
5/8/2025 | First Foundation Advisors | 56,418 | $1.38M | 0.1% | -10.0% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 31,513 | $773K | 0.0% | +42.4% | 0.000% | |
5/6/2025 | Choreo LLC | 204,277 | $5.04M | 0.1% | +4.9% | 0.000% | |
5/5/2025 | Blue Bell Private Wealth Management LLC | 2,459 | $60K | 0.0% | N/A | 0.000% | |
5/5/2025 | Hollencrest Capital Management | 465,645 | $11.43M | 0.5% | +40.8% | 0.000% | |
4/30/2025 | Cerity Partners LLC | 8,549 | $210K | 0.0% | N/A | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 819,370 | $20.11M | 0.0% | +13.8% | 0.000% | |
4/29/2025 | OneDigital Investment Advisors LLC | 14,500 | $356K | 0.0% | N/A | 0.000% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 19,644 | $482K | 0.0% | -19.2% | 0.000% | |
4/22/2025 | Tanglewood Legacy Advisors LLC | 13,449 | $330K | 0.1% | N/A | 0.000% | |
4/18/2025 | Cornerstone Wealth Management LLC | 16,659 | $409K | 0.0% | +11.6% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 19,732 | $484K | 0.0% | +19.0% | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 20,938 | $514K | 0.0% | +6.3% | 0.000% | |
2/18/2025 | Alpine Global Management LLC | 25,000 | $653K | 0.1% | -83.8% | 0.000% | |
2/18/2025 | Continuum Advisory LLC | 1,000 | $26K | 0.0% | N/A | 0.000% | |
2/17/2025 | Williams Jones Wealth Management LLC. | 1,082,365 | $28.28M | 0.3% | -4.7% | 0.000% | |
2/17/2025 | Saba Capital Management L.P. | 6,810,213 | $177.95M | 4.2% | +8.5% | 0.000% | |
2/17/2025 | Royal Bank of Canada | 1,000,118 | $26.13M | 0.0% | +4.4% | 0.000% | |
2/17/2025 | Pathstone Holdings LLC | 316,684 | $8.25M | 0.0% | -13.6% | 0.000% | |
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2/17/2025 | Family Management Corp | 45,202 | $1.18M | 0.2% | -4.7% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 22,133 | $578K | 0.0% | -8.9% | 0.000% | |
2/17/2025 | CF Capital LLC | 27,500 | $719K | 0.8% | N/A | 0.000% | |
2/17/2025 | Baird Financial Group Inc. | 8,930 | $233K | 0.0% | N/A | 0.000% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 195,022 | $5.10M | 0.0% | -6.4% | 0.000% | |
2/14/2025 | Alpine Global Management LLC | 25,000 | $653K | 0.2% | -83.8% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 512,616 | $13.40M | 0.0% | +1.9% | 0.000% | |
2/14/2025 | First Trust Advisors LP | 47,437 | $1.24M | 0.0% | +2.1% | 0.000% | |
2/14/2025 | Harraden Circle Investments LLC | 112,480 | $2.94M | 2.7% | N/A | 0.000% | |
2/13/2025 | Walleye Capital LLC | 272,714 | $7.13M | 0.0% | +1,162.4% | 0.000% | |
2/13/2025 | Cohen & Steers Inc. | 1,166,776 | $30.49M | 0.1% | +5.4% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 17,301 | $452K | 0.0% | N/A | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 719,720 | $18.81M | 0.0% | -5.1% | 0.000% | |
2/13/2025 | Sit Investment Associates Inc. | 754,166 | $19.71M | 0.4% | -52.8% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 391,068 | $10.22M | 0.0% | +605.6% | 0.000% | |
2/13/2025 | Smith Moore & CO. | 77,104 | $2.02M | 0.2% | +7.0% | 0.000% | |
2/12/2025 | Cynosure Group LLC | 8,027 | $210K | 0.0% | N/A | 0.000% | |
2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 1,493,089 | $39.01M | 12.5% | -2.6% | 0.000% | |
2/11/2025 | LPL Financial LLC | 14,087 | $368K | 0.0% | -4.7% | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 375,348 | $9.81M | 0.2% | -24.7% | 0.000% | |
2/10/2025 | Rareview Capital LLC | 23,752 | $621K | 0.5% | -77.3% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 9,675 | $253K | 0.0% | -17.6% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 17,301 | $452K | 0.0% | N/A | 0.000% | |
2/5/2025 | Noble Wealth Management PBC | 19,139 | $500K | 0.3% | N/A | 0.000% | |
2/5/2025 | Convergence Financial LLC | 7,753 | $203K | 0.0% | N/A | 0.000% | |
2/3/2025 | Transcend Capital Advisors LLC | 79,312 | $2.07M | 0.1% | -9.4% | 0.000% | |
2/3/2025 | Financial Perspectives Inc | 3,240 | $85K | 0.0% | N/A | 0.000% | |
1/29/2025 | Allspring Global Investments Holdings LLC | 24,306 | $635K | 0.0% | +35.3% | 0.000% | |
1/29/2025 | Sapient Capital LLC | 8,272 | $220K | 0.0% | N/A | 0.000% | |
1/27/2025 | Choreo LLC | 194,818 | $5.10M | 0.1% | +17.9% | 0.000% | |
1/24/2025 | Catalina Capital Group LLC | 7,752 | $203K | 0.1% | N/A | 0.000% | |
1/24/2025 | Spire Wealth Management | 10,117 | $264K | 0.0% | +27.3% | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 16,575 | $433K | 0.0% | +11.1% | 0.000% | |
12/3/2024 | Rivernorth Capital Management LLC | 1,965,523 | $46.37M | 2.3% | +0.7% | 0.000% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 208,466 | $4.82M | 0.0% | N/A | 0.000% | |
11/15/2024 | Stifel Financial Corp | 502,899 | $11.86M | 0.0% | +0.6% | 0.000% | |
11/15/2024 | Rivernorth Capital Management LLC | 1,918,810 | $45.27M | 2.3% | -1.7% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 56,482 | $1.34M | 0.0% | +3.0% | 0.000% | |
11/14/2024 | Walleye Capital LLC | 21,603 | $510K | 0.0% | -51.2% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 498,761 | $11.77M | 0.2% | +13.0% | 0.000% | |
11/7/2024 | Pathstone Holdings LLC | 366,605 | $8.65M | 0.0% | -13.2% | 0.000% | |
11/5/2024 | Harbour Investments Inc. | 26,297 | $620K | 0.0% | -20.3% | 0.000% | |
10/23/2024 | Allworth Financial LP | 10,500 | $248K | 0.0% | +10.5% | 0.000% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 17,965 | $424K | 0.0% | +13.1% | 0.000% | |
10/16/2024 | Cornerstone Wealth Management LLC | 14,840 | $350K | 0.0% | +7.5% | 0.000% | |
10/8/2024 | True North Advisors LLC | 9,683 | $228K | 0.1% | -10.7% | 0.000% | |
10/8/2024 | Aprio Wealth Management LLC | 28,526 | $673K | 0.1% | -10.3% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 54,855 | $1.18M | 0.0% | N/A | 0.000% | |
8/21/2024 | Truist Financial Corp | 26,007 | $579K | 0.0% | N/A | 0.000% | |
8/16/2024 | Regal Investment Advisors LLC | 14,569 | $325K | 0.0% | N/A | 0.000% | |
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8/16/2024 | Almitas Capital LLC | 53,223 | $1.19M | 0.5% | N/A | 0.000% | |
8/13/2024 | Hollencrest Capital Management | 330,777 | $7.37M | 0.3% | N/A | 0.000% | |
8/8/2024 | Envestnet Asset Management Inc. | 696,077 | $15.51M | 0.0% | N/A | 0.000% | |
8/7/2024 | Choreo LLC | 161,432 | $3.64M | 0.1% | N/A | 0.000% | |
8/6/2024 | First Foundation Advisors | 62,181 | $1.39M | 0.1% | N/A | 0.000% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 8,445 | $188K | 0.0% | N/A | 0.000% | |
8/1/2024 | Phraction Management LLC | 14,971 | $334K | 0.1% | N/A | 0.000% | |
7/31/2024 | Essex Financial Services Inc. | 17,750 | $397K | 0.0% | N/A | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 11,857 | $264K | 0.0% | N/A | 0.000% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 15,878 | $354K | 0.0% | N/A | 0.000% | |