9/5/2024 | Sanctuary Advisors LLC | 49,972 | $1.03M | 0.0% | N/A | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 3,564 | $74K | 0.0% | -28.3% | 0.000% | |
8/16/2024 | Creative Planning | 14,249 | $0.30M | 0.0% | -5.9% | 0.000% | |
8/16/2024 | Almitas Capital LLC | 77,392 | $1.61M | 0.7% | N/A | 0.000% | |
8/15/2024 | Logan Stone Capital LLC | 671,281 | $13.94M | 3.6% | +79.0% | 0.000% | |
8/9/2024 | City of London Investment Management Co. Ltd. | 443,809 | $9.22M | 0.8% | +3.6% | 0.000% | |
8/8/2024 | Beverly Hills Private Wealth LLC | 106,919 | $2.22M | 0.5% | +74.5% | 0.000% | |
8/8/2024 | NINE MASTS CAPITAL Ltd | 61,667 | $1.28M | 0.4% | +12.7% | 0.000% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 2,000 | $42K | 0.0% | N/A | 0.000% | |
8/6/2024 | Narwhal Capital Management | 482,342 | $10.02M | 0.9% | -0.7% | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 18,000 | $0.38M | 0.2% | N/A | 0.000% | |
8/2/2024 | WealthBridge Capital Management LLC | 245,783 | $5.11M | 1.7% | -19.4% | 0.000% | |
8/2/2024 | Magnus Financial Group LLC | 22,512 | $0.47M | 0.1% | +26.6% | 0.000% | |
8/2/2024 | Wolverine Asset Management LLC | 41,634 | $0.87M | 0.0% | +96.1% | 0.000% | |
8/2/2024 | Tortoise Investment Management LLC | 398,173 | $8.27M | 0.9% | +1,131.7% | 0.000% | |
8/1/2024 | Waterfront Wealth Inc. | 113,360 | $2.35M | 0.6% | -2.4% | 0.000% | |
7/31/2024 | Van ECK Associates Corp | 496,553 | $10.31M | 0.0% | -5.8% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 70,488 | $1.46M | 0.0% | +7.8% | 0.000% | |
7/31/2024 | Rothschild Investment LLC | 4,000 | $83K | 0.0% | N/A | 0.000% | |
7/30/2024 | Matisse Capital | 49,697 | $1.03M | 0.5% | N/A | 0.000% | |
7/29/2024 | Hara Capital LLC | 69,202 | $1.44M | 0.9% | -1.6% | 0.000% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 1,214,689 | $25.23M | 0.0% | +9.5% | 0.000% | |
7/26/2024 | Bank of New York Mellon Corp | 46,840 | $0.97M | 0.0% | -10.7% | 0.000% | |
7/26/2024 | Ackerman Capital Advisors LLC | 10,580 | $0.22M | 0.1% | N/A | 0.000% | |
7/23/2024 | Amplius Wealth Advisors LLC | 124,947 | $2.60M | 0.3% | -4.7% | 0.000% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 238,658 | $4.96M | 0.3% | +3.2% | 0.000% | |
7/19/2024 | Raymond James & Associates | 101,919 | $2.12M | 0.0% | -8.5% | 0.000% | |
7/17/2024 | Seed Wealth Management Inc. | 46,220 | $0.96M | 0.8% | +144.9% | 0.000% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 80,540 | $1.67M | 0.0% | +28.9% | 0.000% | |
7/16/2024 | Walter & Keenan Wealth Management LLC IN ADV | 153,203 | $3.18M | 1.0% | -13.9% | 0.000% | |
7/15/2024 | Andrew Hill Investment Advisors Inc. | 25,976 | $0.54M | 0.4% | -2.0% | 0.000% | |
7/15/2024 | Perkins Coie Trust Co | 7,442 | $0.16M | 0.0% | N/A | 0.000% | |
7/12/2024 | Successful Portfolios LLC | 21,707 | $0.45M | 0.3% | -4.0% | 0.000% | |
7/12/2024 | Maltin Wealth Management Inc. | 37,227 | $0.77M | 0.4% | +12.8% | 0.000% | |
7/12/2024 | Cliftonlarsonallen Wealth Advisors LLC | 10,857 | $0.23M | 0.0% | -77.6% | 0.000% | |
7/2/2024 | Transcend Capital Advisors LLC | 10,730 | $0.22M | 0.0% | -32.7% | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 151,176 | $3.18M | 0.1% | +30.4% | 0.000% | |
5/14/2024 | Karpus Management Inc. | 2,517,362 | $53.02M | 1.5% | +0.2% | 0.000% | |
5/11/2024 | Jacobi Capital Management LLC | 179,085 | $3.77M | 0.3% | +9.9% | 0.000% | |
5/10/2024 | City of London Investment Management Co. Ltd. | 428,327 | $9.02M | 0.7% | +130.0% | 0.000% | |
5/7/2024 | Oppenheimer & Co. Inc. | 19,762 | $0.42M | 0.0% | +3.1% | 0.000% | |
5/6/2024 | Gill Capital Partners LLC | 85,740 | $1.76M | 0.7% | -2.9% | 0.000% | |
5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 48,557 | $1.02M | 0.0% | +15.9% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 39,325 | $0.83M | 0.0% | -7.3% | 0.000% | |
4/30/2024 | Van ECK Associates Corp | 527,339 | $11.11M | 0.0% | +1.5% | 0.000% | |
4/30/2024 | WealthBridge Capital Management LLC | 305,058 | $6.43M | 2.2% | -4.4% | 0.000% | |
4/30/2024 | Commonwealth Equity Services LLC | 65,373 | $1.38M | 0.0% | +13.5% | 0.000% | |
4/26/2024 | Narwhal Capital Management | 485,602 | $10.23M | 1.0% | -8.9% | 0.000% | |
4/26/2024 | Riverbridge Partners LLC | 33,219 | $0.70M | 0.0% | N/A | 0.000% | |
4/25/2024 | Lindbrook Capital LLC | 2,000 | $42K | 0.0% | +100.0% | 0.000% | |
4/18/2024 | Successful Portfolios LLC | 22,607 | $0.48M | 0.3% | -4.2% | 0.000% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 231,219 | $4.87M | 0.3% | -18.2% | 0.000% | |
4/16/2024 | Maltin Wealth Management Inc. | 32,989 | $0.70M | 0.4% | N/A | 0.000% | |
4/16/2024 | Seed Wealth Management Inc. | 18,870 | $0.39M | 0.4% | -4.6% | 0.000% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 62,469 | $1.32M | 0.0% | +4.6% | 0.000% | |
4/10/2024 | LexAurum Advisors LLC | 61,524 | $1.30M | 0.3% | -17.9% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 17,000 | $0.35M | 0.0% | N/A | 0.000% | |
2/29/2024 | Tortoise Investment Management LLC | 32,328 | $0.67M | 0.1% | +176.3% | 0.000% | |
2/26/2024 | Virtu Financial LLC | 27,619 | $0.57M | 0.0% | -7.2% | 0.000% | |
2/23/2024 | Chicago Partners Investment Group LLC | 10,595 | $0.22M | 0.0% | -12.3% | 0.000% | |
2/14/2024 | Jacobi Capital Management LLC | 163,023 | $3.39M | 0.3% | +0.6% | 0.000% | |
2/14/2024 | Sentinel Trust Co. LBA | 242,735 | $5.05M | 0.7% | +45.3% | 0.000% | |
2/13/2024 | Karpus Management Inc. | 2,512,207 | $52.25M | 1.6% | +33.0% | 0.000% | |
2/13/2024 | 1607 Capital Partners LLC | 273,728 | $5.69M | 0.4% | +280.3% | 0.000% | |
2/12/2024 | Relative Value Partners Group LLC | 68,282 | $1.42M | 0.1% | N/A | 0.000% | |
2/12/2024 | Gridiron Partners LLC | 75,855 | $1.58M | 1.1% | N/A | 0.000% | |
2/12/2024 | Weiss Asset Management LP | 59,395 | $1.24M | 0.1% | N/A | 0.000% | |
2/12/2024 | Stifel Financial Corp | 485,447 | $10.10M | 0.0% | -8.8% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 156,355 | $3.25M | 0.0% | +18.8% | 0.000% | |
2/9/2024 | City of London Investment Management Co. Ltd. | 186,254 | $3.87M | 0.3% | N/A | 0.000% | |
2/9/2024 | Crewe Advisors LLC | 2,000 | $42K | 0.0% | N/A | 0.000% | |
2/9/2024 | UBS Group AG | 775,209 | $16.12M | 0.0% | -10.2% | 0.000% | |
2/8/2024 | TrinityPoint Wealth LLC | 27,271 | $0.57M | 0.1% | -22.5% | 0.000% | |
2/8/2024 | Tortoise Investment Management LLC | 32,328 | $0.69M | 0.1% | +176.3% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 42,412 | $0.88M | 0.0% | -21.7% | 0.000% | |
2/6/2024 | Merit Financial Group LLC | 522,468 | $10.87M | 0.3% | -1.8% | 0.000% | |
2/6/2024 | Eldridge Investment Advisors Inc. | 70,916 | $1.48M | 0.4% | N/A | 0.000% | |
2/5/2024 | Oder Investment Management LLC | 41,190 | $0.86M | 0.8% | -4.8% | 0.000% | |
2/5/2024 | Van ECK Associates Corp | 519,693 | $10.81M | 0.0% | +14.0% | 0.000% | |
2/5/2024 | Magnus Financial Group LLC | 15,231 | $0.32M | 0.0% | -17.8% | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 4,767 | $99K | 0.0% | -64.4% | 0.000% | |
1/31/2024 | Andrew Hill Investment Advisors Inc. | 26,502 | $0.55M | 0.6% | N/A | 0.000% | |
1/31/2024 | Waterfront Wealth Inc. | 118,892 | $2.47M | 0.7% | -3.5% | 0.000% | |
1/30/2024 | Tyche Wealth Partners LLC | 11,427 | $0.24M | 0.1% | N/A | 0.000% | |
1/30/2024 | Avior Wealth Management LLC | 12,806 | $0.27M | 0.0% | -14.3% | 0.000% | |
1/30/2024 | Beverly Hills Private Wealth LLC | 35,805 | $0.75M | 0.2% | N/A | 0.000% | |
1/26/2024 | Cerity Partners LLC | 228,075 | $4.74M | 0.0% | +16.5% | 0.000% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 1,109,028 | $23.07M | 0.0% | +4.7% | 0.000% | |
1/25/2024 | Walter & Keenan Wealth Management LLC IN ADV | 197,267 | $4.10M | 1.5% | -1.9% | 0.000% | |
1/25/2024 | Narwhal Capital Management | 533,223 | $11.09M | 1.2% | -2.2% | 0.000% | |
1/24/2024 | Stratos Wealth Partners LTD. | 16,955 | $0.35M | 0.0% | +28.9% | 0.000% | |
1/24/2024 | Seed Wealth Management Inc. | 19,770 | $0.41M | 0.4% | +50.3% | 0.000% | |
1/22/2024 | Covenant Asset Management LLC | 22,750 | $0.47M | 0.1% | +16.9% | 0.000% | |
1/22/2024 | Melfa Wealth Management LLC | 11,546 | $0.24M | 0.2% | N/A | 0.000% | |
1/19/2024 | Pinnacle Associates Ltd. | 57,064 | $1.19M | 0.0% | -3.3% | 0.000% | |
1/18/2024 | Successful Portfolios LLC | 23,607 | $0.49M | 0.4% | +4.4% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 59,027 | $1.23M | 0.0% | -41.3% | 0.000% | |
1/16/2024 | Raymond James & Associates | 116,289 | $2.42M | 0.0% | -28.6% | 0.000% | |
1/11/2024 | Edge Wealth Management LLC | 13,000 | $0.27M | 0.1% | N/A | 0.000% | |
1/11/2024 | Amplius Wealth Advisors LLC | 136,367 | $2.84M | 0.3% | -8.9% | 0.000% | |