7/25/2025 | Astoria Portfolio Advisors LLC. | 16,320 | $141K | 0.0% | +10.2% | 0.000% | |
7/21/2025 | Ameritas Advisory Services LLC | 3,269 | $29K | 0.0% | N/A | 0.000% | |
7/18/2025 | Truist Financial Corp | 21,304 | $192K | 0.0% | -27.5% | 0.000% | |
5/16/2025 | Polar Asset Management Partners Inc. | 120,127 | $1.08M | 0.0% | N/A | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 1,229,519 | $11.07M | 0.2% | +16.1% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 30,166 | $271K | 0.0% | -76.7% | 0.000% | |
5/14/2025 | Walleye Capital LLC | 110,345 | $993K | 0.0% | +7.3% | 0.000% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 320,210 | $2.88M | 0.0% | -1.1% | 0.000% | |
5/12/2025 | Invesco Ltd. | 44,981 | $405K | 0.0% | +42.2% | 0.000% | |
5/12/2025 | Wolverine Asset Management LLC | 199,347 | $1.79M | 0.0% | N/A | 0.000% | |
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5/9/2025 | City of London Investment Management Co. Ltd. | 3,544,496 | $31.90M | 3.4% | -12.4% | 0.000% | |
5/9/2025 | MGB Wealth Management LLC | 15,000 | $134K | 0.0% | N/A | 0.000% | |
5/8/2025 | IFG Advisory LLC | 140,081 | $1.26M | 0.1% | +41.4% | 0.000% | |
5/7/2025 | Private Management Group Inc. | 819,220 | $7.37M | 0.3% | -1.3% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 38,730 | $349K | 0.0% | +21.1% | 0.000% | |
5/2/2025 | Prevail Innovative Wealth Advisors LLC | 162,677 | $1.46M | 0.4% | +12.5% | 0.000% | |
4/30/2025 | Optimum Investment Advisors | 141,610 | $1.27M | 0.6% | +3.7% | 0.000% | |
4/29/2025 | Calamos Advisors LLC | 58,485 | $526K | 0.0% | +18.2% | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 329,470 | $2.97M | 0.0% | +3.7% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 26,869 | $242K | 0.0% | +7.5% | 0.000% | |
4/18/2025 | Cornerstone Wealth Management LLC | 100,453 | $904K | 0.1% | +15.8% | 0.000% | |
4/15/2025 | CX Institutional | 5,000 | $45K | 0.0% | N/A | 0.000% | |
4/14/2025 | Farther Finance Advisors LLC | 3,867 | $36K | 0.0% | N/A | 0.000% | |
2/17/2025 | Saba Capital Management L.P. | 1,336,774 | $11.80M | 0.3% | -46.2% | 0.000% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 802,641 | $7.09M | 0.0% | -0.3% | 0.000% | |
2/17/2025 | Cresset Asset Management LLC | 15,575 | $138K | 0.0% | N/A | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 31,969 | $282K | 0.0% | -3.5% | 0.000% | |
2/17/2025 | Cary Street Partners Financial LLC | 10,959 | $97K | 0.0% | N/A | 0.000% | |
2/17/2025 | Bank of America Corp DE | 3,177,782 | $28.06M | 0.0% | +14.6% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 242,483 | $2.14M | 0.0% | -4.0% | 0.000% | |
2/17/2025 | Alteri Wealth LLC | 28,500 | $252K | 0.1% | N/A | 0.000% | |
2/14/2025 | Comerica Bank | 12,762 | $113K | 0.0% | +16.2% | 0.000% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 323,793 | $2.86M | 0.0% | -0.8% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 311,944 | $2.75M | 0.0% | -1.1% | 0.000% | |
2/13/2025 | Walleye Capital LLC | 102,826 | $908K | 0.0% | +33.9% | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 30,643 | $271K | 0.0% | +19.5% | 0.000% | |
2/13/2025 | Monetary Management Group Inc. | 3,000 | $26K | 0.0% | -76.9% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 182,920 | $1.62M | 0.0% | N/A | 0.000% | |
2/12/2025 | Arete Wealth Advisors LLC | 33,000 | $291K | 0.0% | +6.5% | 0.000% | |
2/12/2025 | Centric Wealth Management | 10,566 | $93K | 0.0% | N/A | 0.000% | |
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2/12/2025 | Prevail Innovative Wealth Advisors LLC | 144,613 | $1.28M | 0.4% | N/A | 0.000% | |
2/12/2025 | Mark Sheptoff Financial Planning LLC | 16,300 | $144K | 0.1% | N/A | 0.000% | |
2/11/2025 | LPL Financial LLC | 86,132 | $761K | 0.0% | +22.9% | 0.000% | |
2/11/2025 | Optimum Investment Advisors | 136,610 | $1.21M | 0.5% | +0.8% | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 1,058,646 | $9.35M | 0.2% | -3.8% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 51,362 | $454K | 0.0% | +188.5% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 41,494 | $366K | 0.0% | -15.6% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 182,920 | $1.62M | 0.0% | N/A | 0.000% | |
2/5/2025 | Oppenheimer & Co. Inc. | 317,607 | $2.80M | 0.0% | +13.5% | 0.000% | |
1/31/2025 | Truist Financial Corp | 25,578 | $226K | 0.0% | +5.5% | 0.000% | |
1/31/2025 | Sanctuary Advisors LLC | 25,849 | $238K | 0.0% | -12.1% | 0.000% | |
1/27/2025 | Private Management Group Inc. | 830,201 | $7.33M | 0.3% | -2.9% | 0.000% | |
1/27/2025 | Choreo LLC | 18,309 | $162K | 0.0% | -59.2% | 0.000% | |
1/24/2025 | Calamos Advisors LLC | 49,480 | $437K | 0.0% | +23.8% | 0.000% | |
1/21/2025 | Cornerstone Wealth Management LLC | 86,768 | $766K | 0.1% | +10.1% | 0.000% | |
1/15/2025 | First National Bank of Mount Dora Trust Investment Services | 17,500 | $155K | 0.0% | -18.2% | 0.000% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 326,343 | $2.66M | 0.0% | N/A | 0.000% | |
11/15/2024 | Stifel Financial Corp | 315,280 | $2.59M | 0.0% | +0.4% | 0.000% | |
11/14/2024 | Walleye Capital LLC | 76,806 | $630K | 0.0% | -3.1% | 0.000% | |
11/12/2024 | Penserra Capital Management LLC | 570,110 | $4.67M | 0.1% | N/A | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 1,100,121 | $9.02M | 0.2% | -4.4% | 0.000% | |
11/6/2024 | Oppenheimer & Co. Inc. | 279,721 | $2.29M | 0.0% | +1.3% | 0.000% | |
10/29/2024 | Private Management Group Inc. | 854,877 | $7.01M | 0.2% | -44.3% | 0.000% | |
10/16/2024 | Optimum Investment Advisors | 135,490 | $1.11M | 0.5% | -6.4% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 29,165 | $218K | 0.0% | N/A | 0.000% | |
8/23/2024 | Aristides Capital LLC | 17,157 | $137K | 0.0% | -16.1% | 0.000% | |
8/21/2024 | Truist Financial Corp | 25,064 | $201K | 0.0% | -29.1% | 0.000% | |
8/9/2024 | City of London Investment Management Co. Ltd. | 6,168,863 | $49.35M | 4.2% | -13.4% | 0.000% | |
8/8/2024 | Oppenheimer & Co. Inc. | 276,229 | $2.21M | 0.0% | +2.9% | 0.000% | |
8/7/2024 | Choreo LLC | 44,927 | $359K | 0.0% | N/A | 0.000% | |
8/6/2024 | Private Management Group Inc. | 1,534,600 | $12.28M | 0.5% | -4.8% | 0.000% | |
7/31/2024 | IFG Advisory LLC | 71,658 | $573K | 0.0% | +52.3% | 0.000% | |
7/29/2024 | Bfsg LLC | 10,740 | $86K | 0.0% | -15.8% | 0.000% | |
7/25/2024 | Calamos Advisors LLC | 39,889 | $319K | 0.0% | +146.5% | 0.000% | |
7/19/2024 | Raymond James & Associates | 168,179 | $1.35M | 0.0% | +59.4% | 0.000% | |
7/16/2024 | Cornerstone Wealth Management LLC | 78,431 | $627K | 0.0% | +6.8% | 0.000% | |
7/11/2024 | U.S. Capital Wealth Advisors LLC | 16,600 | $133K | 0.0% | -18.6% | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 1,390,917 | $10.25M | 0.2% | +9.1% | 0.000% | |
5/10/2024 | City of London Investment Management Co. Ltd. | 7,126,605 | $52.52M | 4.3% | -6.9% | 0.000% | |
5/9/2024 | Private Management Group Inc. | 1,611,337 | $11.88M | 0.4% | -0.6% | 0.000% | |
5/7/2024 | Oppenheimer & Co. Inc. | 268,477 | $1.98M | 0.0% | +25.3% | 0.000% | |
5/1/2024 | Matisse Capital | 223,121 | $1.64M | 0.8% | -24.5% | 0.000% | |
4/11/2024 | Optimum Investment Advisors | 144,690 | $1.07M | 0.5% | +3.9% | 0.000% | |
2/8/2024 | Matisse Capital | 295,359 | $2.03M | 1.1% | N/A | 0.000% | |
2/7/2024 | Astoria Portfolio Advisors LLC. | 12,664 | $83K | 0.0% | +15.8% | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 10,739 | $74K | 0.0% | -21.7% | 0.000% | |
2/6/2024 | Aveo Capital Partners LLC | 22,080 | $152K | 0.0% | -21.4% | 0.000% | |
1/24/2024 | Stratos Wealth Advisors LLC | 26,000 | $179K | 0.0% | +18.2% | 0.000% | |
1/16/2024 | Raymond James & Associates | 103,914 | $715K | 0.0% | +19.0% | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 1,060,417 | $7.30M | 0.2% | -7.5% | 0.000% | |
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11/13/2023 | Quantedge Capital Pte Ltd | 61,961 | $426K | 0.2% | -58.4% | 0.000% | |
11/9/2023 | Kayne Anderson Capital Advisors LP | 255,447 | $1.76M | 0.1% | +162.1% | 0.000% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 18,541 | $128K | 0.0% | -74.5% | 0.000% | |
10/24/2023 | Raymond James & Associates | 87,350 | $601K | 0.0% | -6.0% | 0.000% | |
8/15/2023 | Cohen & Steers Inc. | 144,450 | $994K | 0.0% | +32.8% | 0.000% | |
8/11/2023 | City of London Investment Management Co. Ltd. | 7,776,632 | $53.39M | 4.3% | -3.3% | 0.000% | |
8/7/2023 | Kayne Anderson Capital Advisors LP | 97,447 | $670K | 0.0% | -12.3% | 0.000% | |
8/3/2023 | Optimum Investment Advisors | 133,650 | $920K | 0.5% | +6.5% | 0.000% | |
8/3/2023 | Oppenheimer & Co. Inc. | 197,376 | $1.36M | 0.0% | +39.4% | 0.000% | |
7/31/2023 | LPL Financial LLC | 272,985 | $1.88M | 0.0% | +2.0% | 0.000% | |