5/21/2025 | Indiana Trust & Investment Management Co | 125,630 | $1.07M | 0.4% | +1.9% | 0.000% | |
5/21/2025 | Geneos Wealth Management Inc. | 13,017 | $111K | 0.0% | +26.2% | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 199,137 | $1.70M | 0.0% | -1.8% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 35,040 | $300K | 0.0% | +15.9% | 0.000% | |
5/13/2025 | Elequin Capital LP | 11,207 | $96K | 0.0% | N/A | 0.000% | |
5/13/2025 | LeConte Wealth Management LLC | 733,656 | $6.27M | 4.0% | N/A | 0.000% | |
5/13/2025 | Sit Investment Associates Inc. | 615,330 | $5.26M | 0.1% | -3.7% | 0.000% | |
5/12/2025 | Nuveen LLC | 28,582 | $244K | 0.0% | N/A | 0.000% | |
5/12/2025 | AlphaCore Capital LLC | 29,340 | $251K | 0.0% | N/A | 0.000% | |
5/8/2025 | Harbour Investments Inc. | 6,231 | $53K | 0.0% | -31.9% | 0.000% | |
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5/8/2025 | XTX Topco Ltd | 24,305 | $208K | 0.0% | N/A | 0.000% | |
5/7/2025 | Fiera Capital Corp | 359,268 | $3.07M | 0.0% | -7.0% | 0.000% | |
5/7/2025 | LPL Financial LLC | 395,656 | $3.38M | 0.0% | +5.5% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 20,925 | $179K | 0.0% | N/A | 0.000% | |
5/5/2025 | Formidable Asset Management LLC | 12,800 | $109K | 0.0% | N/A | 0.000% | |
4/29/2025 | World Investment Advisors | 157,212 | $1.34M | 0.0% | +47.1% | 0.000% | |
4/29/2025 | Mackay Shields LLC | 404,961 | $3.46M | 0.1% | -9.0% | 0.000% | |
4/24/2025 | TPG Advisors LLC | 10,282 | $88K | 0.1% | N/A | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 37,178 | $318K | 0.0% | -6.2% | 0.000% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 477,406 | $4.08M | 0.2% | -35.4% | 0.000% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 49,156 | $430K | 0.0% | N/A | 0.000% | |
2/17/2025 | Nuveen Asset Management LLC | 43,232 | $378K | 0.0% | +7.5% | 0.000% | |
2/17/2025 | CF Capital LLC | 55,000 | $481K | 0.5% | N/A | 0.000% | |
2/17/2025 | Bank of America Corp DE | 532,612 | $4.66M | 0.0% | +8.7% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 53,616 | $469K | 0.0% | -6.8% | 0.000% | |
2/14/2025 | MGO One Seven LLC | 18,390 | $161K | 0.0% | N/A | 0.000% | |
2/14/2025 | Stifel Financial Corp | 166,862 | $1.46M | 0.0% | +8.1% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 938,622 | $8.20M | 0.1% | +32.0% | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 64,363 | $563K | 0.0% | -39.3% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 131,468 | $1.15M | 0.0% | N/A | 0.000% | |
2/13/2025 | Bank of Montreal Can | 27,584 | $241K | 0.0% | +4.6% | 0.000% | |
2/13/2025 | Wedbush Securities Inc. | 12,800 | $112K | 0.0% | N/A | 0.000% | |
2/13/2025 | Sit Investment Associates Inc. | 639,093 | $5.59M | 0.1% | +1.6% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 294,978 | $2.58M | 0.0% | -20.7% | 0.000% | |
2/13/2025 | Smith Moore & CO. | 116,150 | $1.02M | 0.1% | +50.8% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 14,019 | $123K | 0.0% | N/A | 0.000% | |
2/12/2025 | World Investment Advisors | 106,862 | $934K | 0.0% | -1.5% | 0.000% | |
2/11/2025 | LPL Financial LLC | 375,183 | $3.28M | 0.0% | +1,054.8% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 52,001 | $454K | 0.0% | N/A | 0.000% | |
2/7/2025 | Independent Advisor Alliance | 86,032 | $752K | 0.0% | N/A | 0.000% | |
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2/7/2025 | Permanent Capital Management LP | 10,728 | $94K | 0.0% | N/A | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 131,468 | $1.15M | 0.0% | N/A | 0.000% | |
2/4/2025 | Bank of New York Mellon Corp | 55,296 | $483K | 0.0% | -40.8% | 0.000% | |
1/31/2025 | Robinson Capital Management LLC | 1,224,564 | $10.70M | 4.3% | +9.9% | 0.000% | |
1/29/2025 | Van ECK Associates Corp | 329,749 | $2.88M | 0.0% | +3.4% | 0.000% | |
1/29/2025 | Indiana Trust & Investment Management Co | 123,303 | $1.08M | 0.4% | +1.8% | 0.000% | |
1/24/2025 | Absolute Investment Advisers LLC | 72,100 | $630K | 0.1% | N/A | 0.000% | |
1/21/2025 | Geneos Wealth Management Inc. | 10,317 | $90K | 0.0% | +37.2% | 0.000% | |
1/17/2025 | Madison Park Capital Advisors LLC | 41,492 | $363K | 0.3% | +31.9% | 0.000% | |
1/17/2025 | Dakota Wealth Management | 15,700 | $137K | 0.0% | -11.3% | 0.000% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 738,830 | $6.46M | 0.3% | -21.1% | 0.000% | |
12/3/2024 | Rivernorth Capital Management LLC | 1,399,144 | $13.03M | 0.6% | -1.9% | 0.000% | |
11/25/2024 | World Investment Advisors LLC | 108,462 | $1.01M | 0.0% | +84.9% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 154,291 | $1.44M | 0.0% | +58.4% | 0.000% | |
11/15/2024 | Rivernorth Capital Management LLC | 1,399,144 | $13.03M | 0.6% | -1.9% | 0.000% | |
11/15/2024 | Integrated Wealth Concepts LLC | 10,000 | $93K | 0.0% | N/A | 0.000% | |
11/15/2024 | FSA Wealth Management LLC | 3,000 | $28K | 0.0% | N/A | 0.000% | |
11/14/2024 | Rockefeller Capital Management L.P. | 106,003 | $987K | 0.0% | -5.3% | 0.000% | |
11/12/2024 | Larson Financial Group LLC | 11,300 | $105K | 0.0% | +232.4% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 204,041 | $1.90M | 0.0% | +65.3% | 0.000% | |
11/1/2024 | Fiera Capital Corp | 380,197 | $3.54M | 0.0% | -3.4% | 0.000% | |
10/30/2024 | Moloney Securities Asset Management LLC | 12,450 | $116K | 0.0% | N/A | 0.000% | |
10/29/2024 | Van ECK Associates Corp | 318,910 | $2.83M | 0.0% | -2.3% | 0.000% | |
10/25/2024 | Fortitude Family Office LLC | 5,816 | $54K | 0.0% | +66.2% | 0.000% | |
10/23/2024 | Dakota Wealth Management | 17,700 | $165K | 0.0% | -66.5% | 0.000% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 936,552 | $8.72M | 0.4% | -0.6% | 0.000% | |
10/21/2024 | Bayshore Asset Management LLC | 48,001 | $447K | 0.2% | N/A | 0.000% | |
10/19/2024 | Madison Park Capital Advisors LLC | 31,464 | $293K | 0.2% | +19.0% | 0.000% | |
10/16/2024 | Indiana Trust & Investment Management Co | 121,091 | $1.13M | 0.4% | +1.2% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 216,073 | $1.78M | 0.0% | N/A | 0.000% | |
8/16/2024 | Quarry LP | 36,900 | $327K | 0.1% | N/A | 0.000% | |
8/15/2024 | Logan Stone Capital LLC | 308,222 | $2.73M | 0.7% | -52.7% | 0.000% | |
8/12/2024 | XTX Topco Ltd | 11,900 | $106K | 0.0% | N/A | 0.000% | |
8/2/2024 | Larson Financial Group LLC | 3,400 | $30K | 0.0% | N/A | 0.000% | |
8/2/2024 | Simon Quick Advisors LLC | 12,059 | $107K | 0.0% | -32.8% | 0.000% | |
8/1/2024 | Fiera Capital Corp | 393,387 | $3.49M | 0.0% | -31.1% | 0.000% | |
7/31/2024 | Van ECK Associates Corp | 326,380 | $2.90M | 0.0% | -8.1% | 0.000% | |
7/31/2024 | Rothschild Investment LLC | 81,366 | $722K | 0.1% | N/A | 0.000% | |
7/30/2024 | Matisse Capital | 11,023 | $98K | 0.0% | N/A | 0.000% | |
7/26/2024 | Bank of New York Mellon Corp | 93,409 | $829K | 0.0% | +2.2% | 0.000% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 942,260 | $8.36M | 0.4% | +6.0% | 0.000% | |
7/15/2024 | Melfa Wealth Management Inc. | 85,450 | $758K | 0.5% | +1.5% | 0.000% | |
7/10/2024 | Fortitude Family Office LLC | 3,500 | $31K | 0.0% | -52.1% | 0.000% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 35,130 | $312K | 0.0% | +9.3% | 0.000% | |
5/15/2024 | BOKF NA | 22,000 | $186K | 0.0% | -31.3% | 0.000% | |
5/14/2024 | Robinson Capital Management LLC | 934,299 | $7.79M | 2.8% | +33.7% | 0.000% | |
5/14/2024 | Karpus Management Inc. | 1,126,168 | $9.57M | 0.3% | +19.5% | 0.000% | |
4/30/2024 | Van ECK Associates Corp | 355,011 | $3.02M | 0.0% | +5.4% | 0.799% | |
4/24/2024 | Ackerman Capital Advisors LLC | 78,412 | $667K | 0.2% | +167.0% | 0.177% | |
4/23/2024 | Summit Trail Advisors LLC | 12,688 | $108K | 0.0% | -16.1% | 0.029% | |
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4/17/2024 | Hennion & Walsh Asset Management Inc. | 889,294 | $7.56M | 0.4% | +23.1% | 2.002% | |
4/16/2024 | Financial Management Professionals Inc. | 3,333 | $28K | 0.0% | N/A | 0.008% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 32,130 | $273K | 0.0% | +51.0% | 0.072% | |
2/13/2024 | Karpus Management Inc. | 942,137 | $7.96M | 0.2% | +18.5% | 2.121% | |
2/13/2024 | Aristides Capital LLC | 15,031 | $127K | 0.0% | N/A | 0.034% | |
2/12/2024 | Weiss Asset Management LP | 29,085 | $246K | 0.0% | N/A | 0.065% | |
2/8/2024 | Fiera Capital Corp | 735,159 | $6.21M | 0.0% | +8.6% | 1.655% | |
1/16/2024 | Kingswood Wealth Advisors LLC | 21,280 | $180K | 0.0% | N/A | 0.048% | |
1/12/2024 | Fortitude Family Office LLC | 7,300 | $62K | 0.0% | N/A | 0.016% | |
11/14/2023 | AQR Arbitrage LLC | 345,205 | $2.56M | 0.1% | +94.7% | 0.777% | |