4/25/2024 | HTLF Bank | 359,131 | $7.01M | 0.8% | -2.4% | 0.290% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 1,245,867 | $24.32M | 5.2% | +4.7% | 1.005% | |
4/23/2024 | Fifth Third Bancorp | 42,046 | $0.82M | 0.0% | -33.6% | 0.034% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 551,925 | $10.77M | 0.0% | +35.1% | 0.445% | |
4/22/2024 | Raymond James & Associates | 479,859 | $9.37M | 0.0% | +40.8% | 0.387% | |
4/19/2024 | Uncommon Cents Investing LLC | 195,447 | $3.82M | 1.2% | -0.3% | 0.158% | |
4/19/2024 | Tradewinds Capital Management LLC | 8,871 | $0.17M | 0.0% | N/A | 0.007% | |
4/18/2024 | Silverlake Wealth Management LLC | 11,375 | $0.22M | 0.1% | -16.8% | 0.009% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 1,630,212 | $31.82M | 0.0% | -4.1% | 1.315% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 102,833 | $2.01M | 0.1% | +42.6% | 0.083% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 407,538 | $7.96M | 0.0% | +2.6% | 0.329% | |
4/13/2024 | Priebe Wealth Holdings LLC | 359,850 | $7.02M | 5.5% | +0.8% | 0.290% | |
4/11/2024 | International Assets Investment Management LLC | 48,222 | $0.94M | 0.0% | +9.5% | 0.039% | |
4/10/2024 | First Community Trust NA | 6,650 | $0.13M | 0.1% | -22.0% | 0.005% | |
4/10/2024 | Park Avenue Securities LLC | 17,984 | $0.35M | 0.0% | -57.6% | 0.015% | |
4/4/2024 | Cullen Investment Group LTD. | 10,090 | $0.19M | 0.0% | N/A | 0.008% | |
3/5/2024 | Twin Focus Capital Partners LLC | 94,375 | $1.67M | 0.2% | -4.6% | 0.076% | |
2/29/2024 | Scarborough Advisors LLC | 2,810 | $50K | 0.0% | N/A | 0.002% | |
2/27/2024 | ARQ Wealth Advisors LLC | 60,059 | $1.06M | 0.6% | +15.1% | 0.048% | |
2/15/2024 | Bulldog Investors LLP | 29,351 | $0.52M | 0.2% | -89.4% | 0.024% | |
2/13/2024 | Karpus Management Inc. | 155,000 | $2.75M | 0.1% | N/A | 0.125% | |
2/13/2024 | Quantedge Capital Pte Ltd | 90,720 | $1.61M | 0.8% | -26.6% | 0.073% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 312,038 | $5.53M | 2.6% | -5.6% | 0.252% | |
2/13/2024 | 1607 Capital Partners LLC | 1,998,821 | $35.40M | 2.5% | -5.2% | 1.612% | |
2/12/2024 | Global Endowment Management LP | 67,979 | $1.20M | 0.1% | +6.8% | 0.055% | |
2/9/2024 | City of London Investment Management Co. Ltd. | 157,686 | $2.79M | 0.2% | -5.0% | 0.127% | |
2/9/2024 | D.A. Davidson & CO. | 139,217 | $2.47M | 0.0% | +0.6% | 0.112% | |
2/9/2024 | Cornerstone Advisors LLC | 1,127,545 | $19.97M | 0.9% | -16.9% | 0.909% | |
2/8/2024 | Texas Capital Bank Wealth Management Services Inc | 13,430 | $0.24M | 0.0% | +6.8% | 0.011% | |
2/8/2024 | FCA Corp TX | 225,210 | $3.99M | 1.4% | +2.4% | 0.182% | |
2/8/2024 | MinichMacGregor Wealth Management LLC | 133,716 | $2.37M | 0.7% | +0.6% | 0.108% | |
2/8/2024 | Janney Montgomery Scott LLC | 38,939 | $0.69M | 0.0% | +8.9% | 0.031% | |
2/7/2024 | Ieq Capital LLC | 10,753 | $0.19M | 0.0% | -63.0% | 0.009% | |
2/7/2024 | Shaker Financial Services LLC | 20,805 | $0.37M | 0.2% | -26.3% | 0.017% | |
2/7/2024 | Principal Securities Inc. | 15,723 | $0.28M | 0.0% | N/A | 0.013% | |
2/6/2024 | Private Advisor Group LLC | 29,287 | $0.52M | 0.0% | -17.5% | 0.024% | |
2/6/2024 | Merit Financial Group LLC | 42,340 | $0.75M | 0.0% | +5.3% | 0.035% | |
2/6/2024 | 9258 Wealth Management LLC | 58,562 | $1.04M | 0.2% | +5.0% | 0.047% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 3,741 | $66K | 0.0% | -17.0% | 0.003% | |
2/6/2024 | RB Capital Management LLC | 182,650 | $3.24M | 0.9% | +3.3% | 0.151% | |
2/5/2024 | Savant Capital LLC | 25,250 | $0.45M | 0.0% | +3.8% | 0.021% | |
2/2/2024 | Atria Wealth Solutions Inc. | 36,316 | $0.64M | 0.0% | +1.7% | 0.030% | |
1/31/2024 | HTLF Bank | 367,953 | $6.52M | 0.8% | N/A | 0.305% | |
1/31/2024 | Waterfront Wealth Inc. | 399,216 | $7.07M | 2.1% | +0.5% | 0.330% | |
1/30/2024 | Avior Wealth Management LLC | 21,820 | $0.39M | 0.0% | -27.2% | 0.018% | |
1/29/2024 | Koshinski Asset Management Inc. | 72,713 | $1.29M | 0.2% | +40.6% | 0.060% | |
1/26/2024 | Priebe Wealth Holdings LLC | 357,054 | $6.32M | 5.2% | N/A | 0.296% | |
1/26/2024 | Turtle Creek Wealth Advisors LLC | 6,337 | $0.11M | 0.0% | N/A | 0.005% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 1,700,212 | $30.11M | 0.0% | +22.1% | 1.407% | |
1/25/2024 | International Assets Investment Management LLC | 44,028 | $0.78M | 0.0% | +11.8% | 0.036% | |
1/25/2024 | Pinion Investment Advisors LLC | 16,281 | $0.29M | 0.2% | +6.8% | 0.013% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 1,190,252 | $21.08M | 5.0% | -0.6% | 0.985% | |
1/24/2024 | International Assets Investment Management LLC | 779,738 | $13.81M | 0.0% | +1,879.7% | 0.645% | |
1/22/2024 | Bensler LLC | 474,981 | $8.41M | 1.4% | +39.0% | 0.393% | |
1/19/2024 | Fifth Third Bancorp | 63,314 | $1.12M | 0.0% | +7.1% | 0.052% | |
1/19/2024 | Occidental Asset Management LLC | 10,569 | $0.19M | 0.0% | N/A | 0.009% | |
1/18/2024 | McGlone Suttner Wealth Management Inc. | 4,723 | $84K | 0.0% | N/A | 0.004% | |
1/18/2024 | Uncommon Cents Investing LLC | 195,997 | $3.47M | 1.1% | -1.0% | 0.162% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 408,457 | $7.23M | 0.0% | -18.3% | 0.338% | |
1/16/2024 | Raymond James & Associates | 340,724 | $6.03M | 0.0% | +2.8% | 0.282% | |
1/12/2024 | Stolper Co | 95,240 | $1.69M | 0.7% | +3.0% | 0.079% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 3,107 | $55K | 0.0% | +517.7% | 0.003% | |
1/10/2024 | Quad Cities Investment Group LLC | 23,491 | $0.41M | 0.3% | +6.8% | 0.019% | |
1/9/2024 | Sage Capital Advisors llc | 22,822 | $0.40M | 0.1% | -10.1% | 0.019% | |
1/8/2024 | Capital Market Strategies LLC | 23,415 | $0.42M | 0.4% | +8.1% | 0.019% | |
11/30/2023 | ARQ Wealth Advisors LLC | 52,171 | $0.87M | 0.6% | N/A | 0.043% | |
11/15/2023 | Integrated Wealth Concepts LLC | 260,000 | $4.33M | 0.1% | -3.7% | 0.215% | |
11/15/2023 | 1607 Capital Partners LLC | 2,109,282 | $35.10M | 2.6% | -10.1% | 1.746% | |
11/15/2023 | Advisors Asset Management Inc. | 195,526 | $3.25M | 0.1% | -4.2% | 0.162% | |
11/14/2023 | Lazard Asset Management LLC | 4,122,687 | $68.60M | 0.1% | +11.9% | 3.413% | |
11/14/2023 | AQR Arbitrage LLC | 66,415 | $1.11M | 0.0% | -57.5% | 0.055% | |
11/14/2023 | Saba Capital Management L.P. | 6,768,620 | $112.63M | 2.7% | +53.9% | 5.603% | |
11/14/2023 | Ancora Advisors LLC | 100,596 | $1.67M | 0.0% | -12.0% | 0.083% | |
11/13/2023 | Stifel Financial Corp | 213,674 | $3.56M | 0.0% | +22.7% | 0.177% | |
11/13/2023 | Mariner LLC | 39,506 | $0.66M | 0.0% | -11.4% | 0.033% | |
11/13/2023 | Quantedge Capital Pte Ltd | 123,620 | $2.06M | 1.1% | -43.9% | 0.102% | |
11/13/2023 | Kestra Advisory Services LLC | 188,245 | $3.13M | 0.0% | -1.9% | 0.156% | |
11/13/2023 | FCA Corp TX | 219,997 | $3.66M | 1.2% | +3.3% | 0.182% | |
11/9/2023 | City of London Investment Management Co. Ltd. | 166,051 | $2.76M | 0.2% | -29.6% | 0.137% | |
11/9/2023 | Cornerstone Advisors LLC | 1,356,769 | $22.58M | 1.1% | -1.6% | 1.123% | |
11/8/2023 | HighTower Advisors LLC | 26,553 | $0.44M | 0.0% | -10.6% | 0.022% | |
11/8/2023 | Pathstone Family Office LLC | 16,158 | $0.27M | 0.0% | N/A | 0.013% | |
11/8/2023 | 9258 Wealth Management LLC | 55,763 | $0.93M | 0.2% | -4.5% | 0.046% | |
11/8/2023 | Janney Montgomery Scott LLC | 35,755 | $0.60M | 0.0% | +3.0% | 0.030% | |
11/8/2023 | Landscape Capital Management L.L.C. | 19,727 | $0.33M | 0.0% | -47.1% | 0.016% | |
11/8/2023 | SMH Capital Advisors Inc. | 14,262 | $0.24M | 0.6% | -24.0% | 0.012% | |
11/8/2023 | Oppenheimer & Co. Inc. | 13,538 | $0.23M | 0.0% | +19.9% | 0.011% | |
11/7/2023 | Financial Counselors Inc. | 46,015 | $0.77M | 0.0% | -2.6% | 0.038% | |
11/7/2023 | Atlas Wealth LLC | 1,373,433 | $22.85M | 4.3% | +0.9% | 1.137% | |
11/6/2023 | Ieq Capital LLC | 29,064 | $0.48M | 0.0% | +14.6% | 0.024% | |
11/3/2023 | MGO One Seven LLC | 10,865 | $0.18M | 0.0% | -12.4% | 0.009% | |
11/3/2023 | Private Advisor Group LLC | 35,511 | $0.59M | 0.0% | +24.7% | 0.029% | |
11/2/2023 | Shaker Financial Services LLC | 28,246 | $0.47M | 0.2% | -82.9% | 0.023% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 1,196,879 | $19.92M | 5.4% | -1.1% | 0.991% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 39,297 | $0.65M | 0.0% | +125.2% | 0.033% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 1,392,456 | $23.17M | 0.0% | -2.6% | 1.153% | |
10/27/2023 | Dubuque Bank & Trust Co | 383,908 | $6.39M | 0.9% | -15.2% | 0.318% | |
10/26/2023 | Park Avenue Securities LLC | 18,793 | $0.31M | 0.0% | -18.2% | 0.016% | |
10/26/2023 | Advisor Partners II LLC | 198,155 | $3.30M | 0.1% | N/A | 0.164% | |
10/25/2023 | Bensler LLC | 341,751 | $5.69M | 1.1% | +1.2% | 0.283% | |