4/19/2024 | Advisor Resource Council | 31,352 | $0.25M | 0.1% | -90.3% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 6,351,249 | $52.65M | 0.1% | -9.1% | 0.000% | |
4/18/2024 | Aviance Capital Partners LLC | 119,295 | $0.99M | 0.1% | +6.3% | 0.000% | |
4/17/2024 | Atticus Wealth Management LLC | 3,890 | $32K | 0.0% | -36.7% | 0.000% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 281,480 | $2.33M | 0.1% | +25.8% | 0.000% | |
4/16/2024 | Occidental Asset Management LLC | 24,882 | $0.21M | 0.0% | +9.6% | 0.000% | |
4/11/2024 | Integrated Capital Management Inc. | 25,613 | $0.21M | 0.2% | +7.3% | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 217,991 | $1.81M | 0.0% | +9.8% | 0.000% | |
4/9/2024 | Stolper Co | 95,521 | $0.79M | 0.3% | +7.0% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 11,612 | $94K | 0.0% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 97,732 | $0.79M | 0.0% | -30.3% | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 110,402 | $0.90M | 0.0% | +12.8% | 0.000% | |
2/26/2024 | Virtu Financial LLC | 14,009 | $0.11M | 0.0% | N/A | 0.000% | |
2/21/2024 | WNY Asset Management LLC | 286,207 | $2.31M | 0.4% | +3.4% | 0.000% | |
2/15/2024 | Cohen & Steers Inc. | 763,474 | $6.15M | 0.0% | -4.1% | 0.000% | |
2/14/2024 | Royal Bank of Canada | 641,200 | $5.17M | 0.0% | +3.1% | 0.000% | |
2/14/2024 | Pathstone Holdings LLC | 2,066,685 | $16.66M | 0.1% | N/A | 0.000% | |
2/14/2024 | Kestra Advisory Services LLC | 13,355 | $0.11M | 0.0% | N/A | 0.000% | |
2/14/2024 | Creative Planning | 15,434 | $0.12M | 0.0% | -36.5% | 0.000% | |
2/14/2024 | Nomura Holdings Inc. | 11,612 | $94K | 0.0% | N/A | 0.000% | |
2/13/2024 | Envestnet Asset Management Inc. | 216,244 | $1.74M | 0.0% | -8.6% | 0.000% | |
2/13/2024 | Karpus Management Inc. | 2,997,737 | $24.16M | 0.7% | -3.5% | 0.000% | |
2/13/2024 | Quantedge Capital Pte Ltd | 233,978 | $1.89M | 0.9% | +60.0% | 0.000% | |
2/13/2024 | Oppenheimer & Co. Inc. | 143,285 | $1.16M | 0.0% | +5.4% | 0.000% | |
2/13/2024 | DCF Advisers LLC | 261,500 | $2.11M | 1.1% | +3.2% | 0.000% | |
2/13/2024 | 1607 Capital Partners LLC | 522,196 | $4.21M | 0.3% | -33.3% | 0.000% | |
2/12/2024 | Weiss Asset Management LP | 127,186 | $1.03M | 0.0% | N/A | 0.000% | |
2/12/2024 | Stifel Financial Corp | 217,128 | $1.75M | 0.0% | +3.0% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 2,868,128 | $23.12M | 0.0% | +2.8% | 0.000% | |
2/9/2024 | Cornerstone Advisors LLC | 357,871 | $2.88M | 0.1% | +141.1% | 0.000% | |
2/9/2024 | UBS Group AG | 579,542 | $4.67M | 0.0% | -0.4% | 0.000% | |
2/9/2024 | PNC Financial Services Group Inc. | 97,732 | $0.79M | 0.0% | -30.3% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 106,761 | $0.86M | 0.0% | -1.5% | 0.000% | |
2/7/2024 | Avantax Advisory Services Inc. | 11,465 | $92K | 0.0% | N/A | 0.000% | |
2/7/2024 | Ieq Capital LLC | 29,772 | $0.24M | 0.0% | -56.5% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 79,104 | $0.64M | 0.3% | +324.2% | 0.000% | |
2/6/2024 | Aviance Capital Partners LLC | 112,204 | $0.90M | 0.2% | -12.0% | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 219,029 | $1.77M | 0.0% | -1.7% | 0.000% | |
2/6/2024 | Spire Wealth Management | 18,843 | $0.15M | 0.0% | -11.4% | 0.000% | |
2/5/2024 | Vanguard Capital Wealth Advisors | 30,306 | $0.24M | 0.2% | +9.2% | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 294,964 | $2.38M | 0.0% | +297.7% | 0.000% | |
1/31/2024 | J.W. Cole Advisors Inc. | 17,965 | $0.15M | 0.0% | +15.2% | 0.000% | |
1/31/2024 | Waterfront Wealth Inc. | 566,374 | $4.57M | 1.3% | +1.1% | 0.000% | |
1/30/2024 | CTC Alternative Strategies Ltd. | 18,040 | $0.15M | 0.3% | N/A | 0.000% | |
1/26/2024 | Geneos Wealth Management Inc. | 3,187 | $26K | 0.0% | -92.3% | 0.000% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 6,988,549 | $56.33M | 0.1% | -4.7% | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 62,247 | $0.50M | 0.0% | N/A | 0.000% | |
1/25/2024 | Centurion Wealth Management LLC | 18,843 | $0.15M | 0.1% | -11.4% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 62,247 | $0.50M | 0.0% | N/A | 0.000% | |
1/18/2024 | Successful Portfolios LLC | 24,590 | $0.20M | 0.1% | +81.3% | 0.000% | |
1/16/2024 | Raymond James & Associates | 247,728 | $2M | 0.0% | -6.5% | 0.000% | |
1/12/2024 | Stolper Co | 89,311 | $0.72M | 0.3% | +3.0% | 0.000% | |
1/12/2024 | Advisor Resource Council | 324,604 | $2.62M | 0.3% | N/A | 0.000% | |
1/10/2024 | Quad Cities Investment Group LLC | 11,407 | $92K | 0.1% | N/A | 0.000% | |
1/10/2024 | Integrated Capital Management Inc. | 23,863 | $0.19M | 0.2% | -9.3% | 0.000% | |
1/10/2024 | Dfpg Investments LLC | 69,774 | $0.55M | 0.0% | -26.0% | 0.000% | |
12/14/2023 | WNY Asset Management LLC | 276,812 | $2.09M | 0.4% | +21.1% | 0.000% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 97,856 | $0.74M | 0.0% | -18.3% | 0.000% | |
11/21/2023 | Walleye Capital LLC | 28,906 | $0.22M | 0.0% | +83.5% | 0.000% | |
11/21/2023 | Comerica Bank | 10,851 | $82K | 0.0% | N/A | 0.000% | |
11/16/2023 | Creative Planning | 24,287 | $0.18M | 0.0% | N/A | 0.000% | |
11/16/2023 | Morgan Stanley | 9,852,313 | $74.48M | 0.0% | -0.8% | 0.000% | |
11/16/2023 | Penserra Capital Management LLC | 1,295,096 | $9.79M | 0.2% | N/A | 0.000% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 12,770 | $97K | 0.0% | -31.9% | 0.000% | |
11/15/2023 | Royal Bank of Canada | 621,843 | $4.70M | 0.0% | +6.0% | 0.000% | |
11/15/2023 | 1607 Capital Partners LLC | 783,455 | $5.92M | 0.4% | -54.4% | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 1,303,651 | $9.86M | 0.2% | -10.1% | 0.000% | |
11/14/2023 | AQR Arbitrage LLC | 520,558 | $3.94M | 0.2% | +108.9% | 0.000% | |
11/14/2023 | Qube Research & Technologies Ltd | 115,621 | $0.87M | 0.0% | +18.5% | 0.000% | |
11/13/2023 | Stifel Financial Corp | 210,789 | $1.59M | 0.0% | -4.4% | 0.000% | |
11/13/2023 | Mariner LLC | 178,129 | $1.35M | 0.0% | +8.2% | 0.000% | |
11/13/2023 | LPL Financial LLC | 794,875 | $6.01M | 0.0% | +12.2% | 0.000% | |
11/13/2023 | Quantedge Capital Pte Ltd | 146,278 | $1.11M | 0.6% | -4.5% | 0.000% | |
11/13/2023 | Invesco Ltd. | 32,621 | $0.25M | 0.0% | -4.0% | 0.000% | |
11/13/2023 | Wolverine Asset Management LLC | 74,175 | $0.56M | 0.0% | N/A | 0.000% | |
11/13/2023 | Envestnet Asset Management Inc. | 236,636 | $1.79M | 0.0% | -6.8% | 0.000% | |
11/9/2023 | Karpus Management Inc. | 3,107,206 | $23.49M | 0.8% | -1.1% | 0.000% | |
11/9/2023 | Cornerstone Advisors LLC | 148,448 | $1.12M | 0.1% | +1,166.6% | 0.000% | |
11/9/2023 | UBS Group AG | 582,150 | $4.40M | 0.0% | -20.8% | 0.000% | |
11/8/2023 | Landscape Capital Management L.L.C. | 36,701 | $0.28M | 0.0% | +29.8% | 0.000% | |
11/8/2023 | Oppenheimer & Co. Inc. | 136,001 | $1.03M | 0.0% | -2.7% | 0.000% | |
11/7/2023 | Aviance Capital Partners LLC | 127,463 | $0.96M | 0.2% | -20.4% | 0.000% | |
11/6/2023 | Ieq Capital LLC | 68,386 | $0.52M | 0.0% | +6.4% | 0.000% | |
11/3/2023 | Private Advisor Group LLC | 222,793 | $1.68M | 0.0% | +1.1% | 0.000% | |
11/2/2023 | Coldstream Capital Management Inc. | 17,858 | $0.14M | 0.0% | -27.9% | 0.000% | |
11/2/2023 | Shaker Financial Services LLC | 18,647 | $0.14M | 0.1% | N/A | 0.000% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 79,418 | $0.60M | 0.2% | -2.1% | 0.000% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 295,535 | $2.23M | 0.1% | -18.1% | 0.000% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 7,333,644 | $55.44M | 0.1% | -1.0% | 0.000% | |
10/27/2023 | Financial Advocates Investment Management | 239,561 | $1.81M | 0.1% | -2.6% | 0.000% | |
10/26/2023 | Park Avenue Securities LLC | 228,746 | $1.73M | 0.0% | -4.3% | 0.000% | |
10/26/2023 | Advisor Partners II LLC | 662,144 | $5.01M | 0.2% | N/A | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 82,355 | $0.62M | 0.0% | -55.6% | 0.000% | |
10/24/2023 | Raymond James & Associates | 264,865 | $2M | 0.0% | +1.8% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 268,265 | $2.03M | 0.0% | +8.8% | 0.000% | |
8/21/2023 | Osaic Holdings Inc. | 193,689 | $1.60M | 0.0% | -19.2% | 0.000% | |
8/17/2023 | Imprint Wealth LLC | 26,928 | $2.69M | 0.1% | N/A | 0.000% | |
8/15/2023 | Imprint Wealth LLC | 26,928 | $2.69M | 0.0% | N/A | 0.000% | |
8/15/2023 | Wells Fargo & Company MN | 2,615,198 | $21.60M | 0.0% | -1.8% | 0.000% | |
8/15/2023 | Integrated Wealth Concepts LLC | 22,000 | $0.18M | 0.0% | -13.7% | 0.000% | |