9/5/2024 | Sanctuary Advisors LLC | 16,476 | $0.19M | 0.0% | N/A | 0.000% | |
8/22/2024 | Cetera Investment Advisers | 120,777 | $1.44M | 0.0% | +2.9% | 0.000% | |
8/20/2024 | Next Capital Management LLC | 209,509 | $2.49M | 1.0% | -11.1% | 0.000% | |
8/16/2024 | Coastal Bridge Advisors LLC | 3,818,910 | $45.41M | 11.3% | -3.0% | 0.000% | |
8/13/2024 | Summit Trail Advisors LLC | 21,000 | $0.25M | 0.0% | N/A | 0.000% | |
8/9/2024 | City of London Investment Management Co. Ltd. | 343,438 | $4.08M | 0.3% | -65.7% | 0.000% | |
8/8/2024 | Envestnet Asset Management Inc. | 174,089 | $2.07M | 0.0% | +11.3% | 0.000% | |
8/7/2024 | Choreo LLC | 33,281 | $0.40M | 0.0% | +10.7% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 608,921 | $7.24M | 0.0% | +10.9% | 0.000% | |
7/31/2024 | Concurrent Investment Advisors LLC | 11,395 | $0.14M | 0.0% | N/A | 0.000% | |
7/25/2024 | Clear Creek Financial Management LLC | 14,812 | $0.18M | 0.0% | -14.5% | 0.000% | |
7/25/2024 | Tranquility Partners LLC | 124,267 | $1.48M | 0.6% | +4.4% | 0.000% | |
7/19/2024 | Raymond James & Associates | 163,493 | $1.94M | 0.0% | +15.2% | 0.000% | |
7/17/2024 | Robbins Farley | 6,113 | $73K | 0.0% | -13.3% | 0.000% | |
7/12/2024 | Capital Investment Advisors LLC | 220,390 | $2.62M | 0.1% | -2.9% | 0.000% | |
7/2/2024 | Transcend Capital Advisors LLC | 449,567 | $5.35M | 0.4% | +16.0% | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 82,900 | $0.99M | 0.0% | N/A | 0.000% | |
5/17/2024 | Comerica Bank | 5,508 | $66K | 0.0% | +32.1% | 0.000% | |
5/17/2024 | Tidal Investments LLC | 111,617 | $1.33M | 0.0% | +5.3% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 13,905 | $0.15M | 0.0% | N/A | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 248,303 | $2.96M | 0.1% | +44.5% | 0.000% | |
5/14/2024 | Robinson Capital Management LLC | 41,884 | $0.49M | 0.2% | -66.6% | 0.000% | |
5/11/2024 | Ironsides Asset Advisors LLC | 13,260 | $0.16M | 0.1% | +8.8% | 0.000% | |
5/10/2024 | City of London Investment Management Co. Ltd. | 1,001,985 | $11.92M | 1.0% | -3.7% | 0.000% | |
5/9/2024 | Leo Wealth LLC | 13,872 | $0.17M | 0.0% | -45.2% | 0.000% | |
5/9/2024 | Eagle Bay Advisors LLC | 2,800 | $33K | 0.0% | N/A | 0.000% | |
5/8/2024 | Tranquility Partners LLC | 119,058 | $1.42M | 0.5% | +18.5% | 0.000% | |
5/7/2024 | Oppenheimer & Co. Inc. | 30,775 | $0.37M | 0.0% | +7.2% | 0.000% | |
5/2/2024 | Summit Financial Wealth Advisors LLC | 18,100 | $0.22M | 0.0% | -6.7% | 0.000% | |
5/2/2024 | Choreo LLC | 30,055 | $0.36M | 0.0% | N/A | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 17,150 | $0.20M | 0.0% | N/A | 0.000% | |
4/30/2024 | Perigon Wealth Management LLC | 12,712 | $0.15M | 0.0% | N/A | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 548,884 | $6.53M | 0.0% | +72.3% | 0.000% | |
4/26/2024 | Clear Creek Financial Management LLC | 17,314 | $0.21M | 0.0% | +21.5% | 0.000% | |
4/10/2024 | Selway Asset Management | 60,105 | $0.72M | 0.3% | -2.0% | 0.000% | |
3/14/2024 | Leo Wealth LLC | 25,313 | $0.29M | 0.0% | N/A | 0.000% | |
2/14/2024 | Vivaldi Capital Management LP | 250,817 | $2.91M | 0.9% | -37.5% | 0.000% | |
2/13/2024 | Aristides Capital LLC | 14,962 | $0.17M | 0.1% | N/A | 0.000% | |
2/13/2024 | Accuvest Global Advisors | 14,863 | $0.17M | 0.2% | N/A | 0.000% | |
2/12/2024 | Invictus Private Wealth LLC | 45,485 | $0.52M | 0.1% | +47.8% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 122,124 | $1.38M | 0.0% | +6.8% | 0.000% | |
2/9/2024 | Advisory Services Network LLC | 51,784 | $0.59M | 0.0% | -6.3% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 1,115,569 | $12.63M | 0.0% | +7.4% | 0.000% | |
2/8/2024 | Robinson Capital Management LLC | 125,361 | $1.42M | 0.5% | +215.3% | 0.000% | |
2/7/2024 | Selway Asset Management | 61,305 | $0.69M | 0.3% | -17.9% | 0.000% | |
2/6/2024 | FourThought Financial Partners LLC | 60,676 | $0.69M | 0.1% | +1.9% | 0.000% | |
2/6/2024 | Merit Financial Group LLC | 261,812 | $2.96M | 0.1% | +5.8% | 0.000% | |
2/5/2024 | Transcend Capital Advisors LLC | 291,854 | $3.30M | 0.3% | +154.5% | 0.000% | |
1/31/2024 | Tranquility Partners LLC | 100,493 | $1.14M | 0.5% | -10.8% | 0.000% | |
1/30/2024 | CTC Alternative Strategies Ltd. | 12,320 | $0.14M | 0.3% | N/A | 0.000% | |
1/26/2024 | Cerity Partners LLC | 44,500 | $0.50M | 0.0% | N/A | 0.000% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 43,032 | $0.49M | 0.0% | -94.0% | 0.000% | |
1/24/2024 | Clear Creek Financial Management LLC | 14,250 | $0.16M | 0.0% | N/A | 0.000% | |
1/19/2024 | Next Capital Management LLC | 236,459 | $2.68M | 1.1% | -0.8% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 54,722 | $0.62M | 0.0% | -57.0% | 0.000% | |
1/16/2024 | Raymond James & Associates | 107,129 | $1.21M | 0.0% | +30.0% | 0.000% | |
1/12/2024 | Stolper Co | 54,670 | $0.62M | 0.2% | +2.2% | 0.000% | |
1/5/2024 | Capital Investment Advisors LLC | 235,696 | $2.67M | 0.1% | +4.0% | 0.000% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 13,905 | $0.15M | 0.0% | +14.9% | 0.000% | |
11/21/2023 | Almitas Capital LLC | 48,111 | $0.53M | 0.3% | -21.6% | 0.000% | |
11/16/2023 | Essex Financial Services Inc. | 16,532 | $0.18M | 0.0% | N/A | 0.000% | |
11/16/2023 | Penserra Capital Management LLC | 1,005,896 | $11.05M | 0.2% | +1.5% | 0.000% | |
11/15/2023 | Integrated Wealth Concepts LLC | 822,717 | $9.04M | 0.2% | -4.9% | 0.000% | |
11/15/2023 | JT Stratford LLC | 10,276 | $0.11M | 0.0% | -14.4% | 0.000% | |
11/14/2023 | AQR Arbitrage LLC | 164,159 | $1.80M | 0.1% | -8.1% | 0.000% | |
11/14/2023 | Alpine Global Management LLC | 97,623 | $1.07M | 0.3% | N/A | 0.000% | |
11/14/2023 | Summit Financial Wealth Advisors LLC | 19,400 | $0.21M | 0.1% | -26.1% | 0.000% | |
11/14/2023 | Thomas J. Herzfeld Advisors Inc. | 150,365 | $1.65M | 0.6% | -7.6% | 0.000% | |
11/13/2023 | Bramshill Investments LLC | 10,185 | $0.11M | 0.0% | -32.2% | 0.000% | |
11/9/2023 | UBS Group AG | 197,338 | $2.17M | 0.0% | +10.2% | 0.000% | |
11/8/2023 | HighTower Advisors LLC | 379,789 | $4.18M | 0.0% | +421.8% | 0.000% | |
11/8/2023 | Oppenheimer & Co. Inc. | 25,882 | $0.28M | 0.0% | +26.3% | 0.000% | |
11/7/2023 | Merit Financial Group LLC | 247,488 | $2.72M | 0.1% | +28.5% | 0.000% | |
11/7/2023 | Virtus ETF Advisers LLC | 48,910 | $0.54M | 0.3% | +85.2% | 0.000% | |
11/7/2023 | Oder Investment Management LLC | 66,807 | $0.73M | 0.8% | +6.6% | 0.000% | |
11/7/2023 | Atlas Wealth LLC | 1,704,047 | $18.73M | 3.5% | +2.8% | 0.000% | |
11/2/2023 | Selway Asset Management | 74,705 | $0.82M | 0.4% | -6.4% | 0.000% | |
11/2/2023 | Shaker Financial Services LLC | 12,000 | $0.13M | 0.1% | N/A | 0.000% | |
11/1/2023 | Ironsides Asset Advisors LLC | 13,763 | $0.15M | 0.1% | +10.9% | 0.000% | |
11/1/2023 | Selway Asset Management | 69,955 | $0.74M | 0.3% | -12.3% | 0.000% | |
10/31/2023 | Tranquility Partners LLC | 112,682 | $1.24M | 0.5% | +11.0% | 0.000% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 146,967 | $1.62M | 0.1% | -15.0% | 0.000% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 712,818 | $7.83M | 0.0% | +19.0% | 0.000% | |
10/26/2023 | Advisor Partners II LLC | 341,373 | $3.75M | 0.2% | N/A | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 127,247 | $1.40M | 0.0% | -14.2% | 0.000% | |
10/24/2023 | Robbins Farley | 7,051 | $77K | 0.1% | N/A | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 225,764 | $2.48M | 0.0% | +44.1% | 0.000% | |
10/18/2023 | Next Capital Management LLC | 238,364 | $2.62M | 1.2% | -2.0% | 0.000% | |
10/16/2023 | Riverbridge Partners LLC | 88,535 | $0.97M | 0.0% | +47.2% | 0.000% | |
10/16/2023 | Capital Investment Advisors LLC | 226,582 | $2.49M | 0.1% | -2.7% | 0.000% | |
10/11/2023 | Ignite Planners LLC | 13,309 | $0.15M | 0.0% | N/A | 0.000% | |
8/17/2023 | Coastal Bridge Advisors LLC | 4,132,622 | $45.17M | 11.0% | +0.9% | 0.000% | |
8/16/2023 | Thomas J. Herzfeld Advisors Inc. | 162,755 | $1.78M | 0.7% | -11.2% | 0.000% | |
8/15/2023 | Rivernorth Capital Management LLC | 936,107 | $10.23M | 0.5% | +4.6% | 0.000% | |
8/15/2023 | Ironsides Asset Advisors LLC | 12,406 | $0.13M | 0.1% | +21.9% | 0.000% | |
8/15/2023 | Bulldog Investors LLP | 121,405 | $1.33M | 0.4% | +80.2% | 0.000% | |
8/14/2023 | Vivaldi Capital Management LP | 400,365 | $4.38M | 1.3% | -1.4% | 0.000% | |
8/14/2023 | Bison Wealth LLC | 26,414 | $0.29M | 0.1% | N/A | 0.000% | |
8/14/2023 | Snowden Capital Advisors LLC | 83,954 | $0.92M | 0.0% | +34.7% | 0.000% | |
8/11/2023 | Almitas Capital LLC | 61,400 | $0.68M | 0.3% | N/A | 0.000% | |