7/16/2025 | Dakota Wealth Management | 124,380 | $1.14M | 0.0% | -5.4% | 0.225% |  |
7/15/2025 | Riverbridge Partners LLC | 30,542 | $0.28M | 0.0% | +5.3% | 0.055% |  |
7/7/2025 | Wealth Alliance Advisory Group LLC | 72,716 | $0.67M | 0.1% | +3.9% | 0.131% |  |
5/16/2025 | Jones Financial Companies Lllp | 79,668 | $0.77M | 0.0% | N/A | 0.144% |  |
5/16/2025 | NewEdge Advisors LLC | 45,076 | $0.44M | 0.0% | -7.9% | 0.081% |  |
5/16/2025 | Concorde Asset Management LLC | 25,924 | $0.24M | 0.1% | +64.1% | 0.047% |  |
5/16/2025 | Advisors Asset Management Inc. | 374,512 | $3.61M | 0.1% | +16.4% | 0.677% |  |
5/15/2025 | Baird Financial Group Inc. | 170,571 | $1.65M | 0.0% | +2.3% | 0.308% |  |
5/14/2025 | Guggenheim Capital LLC | 1,164,942 | $11.24M | 0.1% | +9.2% | 2.105% |  |
5/14/2025 | NCM Capital Management LLC | 11,476 | $0.11M | 0.0% | N/A | 0.021% |  |
5/13/2025 | Elequin Capital LP | 6,709 | $65K | 0.0% | N/A | 0.012% |  |
5/13/2025 | Sit Investment Associates Inc. | 1,604,818 | $15.49M | 0.4% | -8.5% | 2.900% |  |
5/13/2025 | HighTower Advisors LLC | 10,000 | $96K | 0.0% | -33.3% | 0.018% |  |
5/12/2025 | Nuveen LLC | 32,624 | $0.32M | 0.0% | N/A | 0.059% |  |
5/12/2025 | Invesco Ltd. | 147,047 | $1.42M | 0.0% | +42.8% | 0.266% |  |
5/12/2025 | AlphaCore Capital LLC | 10,514 | $0.10M | 0.0% | N/A | 0.019% |  |
5/9/2025 | PNC Financial Services Group Inc. | 69,790 | $0.67M | 0.0% | +64.1% | 0.126% |  |
5/8/2025 | US Bancorp DE | 2,700 | $26K | 0.0% | N/A | 0.005% |  |
5/7/2025 | Fiera Capital Corp | 534,790 | $5.16M | 0.0% | -6.2% | 0.966% |  |
5/7/2025 | LPL Financial LLC | 542,278 | $5.23M | 0.0% | +23.6% | 0.980% |  |
5/7/2025 | Rareview Capital LLC | 254,800 | $2.46M | 1.6% | -2.6% | 0.460% |  |
5/6/2025 | Cetera Investment Advisers | 38,581 | $0.37M | 0.0% | +41.5% | 0.070% |  |
5/5/2025 | Private Advisor Group LLC | 14,530 | $0.14M | 0.0% | N/A | 0.026% |  |
5/2/2025 | Dakota Wealth Management | 131,474 | $1.27M | 0.0% | -28.4% | 0.238% |  |
4/30/2025 | Seamount Financial Group Inc. | 83,888 | $0.81M | 0.6% | +2.5% | 0.152% |  |
4/30/2025 | Stratos Wealth Advisors LLC | 205,186 | $1.98M | 0.1% | +1.2% | 0.371% |  |
4/29/2025 | Mackay Shields LLC | 325,107 | $3.14M | 0.1% | -1.1% | 0.588% |  |
4/23/2025 | Tyche Wealth Partners LLC | 69,354 | $0.67M | 0.1% | +30.5% | 0.000% |  |
4/23/2025 | Oppenheimer & Co. Inc. | 28,141 | $0.27M | 0.0% | -11.1% | 0.000% |  |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 49,686 | $0.48M | 0.0% | -4.9% | 0.000% |  |
4/21/2025 | Riverbridge Partners LLC | 29,003 | $0.28M | 0.0% | +20.5% | 0.000% |  |
4/17/2025 | Sowell Financial Services LLC | 14,000 | $0.14M | 0.0% | N/A | 0.000% |  |
4/15/2025 | Ibex Wealth Advisors | 95,997 | $0.93M | 0.1% | +7.7% | 0.000% |  |
4/15/2025 | Wealthcare Advisory Partners LLC | 18,907 | $0.18M | 0.0% | +9.3% | 0.000% |  |
4/14/2025 | Capital Investment Advisors LLC | 159,988 | $1.54M | 0.0% | -4.6% | 0.000% |  |
4/11/2025 | Permanent Capital Management LP | 14,326 | $0.14M | 0.0% | -9.2% | 0.000% |  |
4/10/2025 | Wealth Alliance Advisory Group LLC | 69,966 | $0.68M | 0.1% | +5.2% | 0.000% |  |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 58,450 | $0.56M | 0.0% | -79.7% | 0.000% |  |
4/8/2025 | Rothschild Investment LLC | 76,500 | $0.74M | 0.0% | -24.6% | 0.000% |  |
2/17/2025 | Pathstone Holdings LLC | 823,912 | $8.09M | 0.0% | +19.4% | 0.000% |  |
2/17/2025 | Nomura Holdings Inc. | 16,964 | $0.17M | 0.0% | N/A | 0.000% |  |
2/17/2025 | Logan Stone Capital LLC | 11,123 | $0.11M | 0.0% | -95.2% | 0.000% |  |
2/17/2025 | Cetera Investment Advisers | 27,261 | $0.27M | 0.0% | -10.8% | 0.000% |  |
2/17/2025 | Baird Financial Group Inc. | 166,723 | $1.64M | 0.0% | +3.4% | 0.000% |  |
2/17/2025 | Bank of America Corp DE | 147,180 | $1.44M | 0.0% | +9.4% | 0.000% |  |
2/17/2025 | Ameriprise Financial Inc. | 42,919 | $0.42M | 0.0% | -6.1% | 0.000% |  |
2/14/2025 | Stifel Financial Corp | 37,905 | $0.37M | 0.0% | +218.4% | 0.000% |  |
2/14/2025 | First Trust Advisors LP | 11,995 | $0.12M | 0.0% | +11.3% | 0.000% |  |
2/13/2025 | NewEdge Advisors LLC | 48,928 | $0.48M | 0.0% | +3.1% | 0.000% |  |
2/13/2025 | Guggenheim Capital LLC | 1,067,087 | $10.47M | 0.1% | +22.5% | 0.000% |  |
2/13/2025 | XTX Topco Ltd | 17,939 | $0.18M | 0.0% | N/A | 0.000% |  |
2/13/2025 | Rockefeller Capital Management L.P. | 60,376 | $0.59M | 0.0% | -31.1% | 0.000% |  |
2/13/2025 | Concorde Asset Management LLC | 15,794 | $0.16M | 0.1% | N/A | 0.000% |  |
2/13/2025 | Raymond James Financial Inc. | 106,488 | $1.05M | 0.0% | N/A | 0.000% |  |
2/13/2025 | Invesco Ltd. | 102,992 | $1.01M | 0.0% | +150.3% | 0.000% |  |
2/13/2025 | Bank of Montreal Can | 40,107 | $0.39M | 0.0% | +3.7% | 0.000% |  |
2/13/2025 | Wellspring Financial Advisors LLC | 46,546 | $0.46M | 0.0% | +29.1% | 0.000% |  |
2/13/2025 | Cerity Partners LLC | 13,102 | $0.13M | 0.0% | -11.6% | 0.000% |  |
2/13/2025 | Sit Investment Associates Inc. | 1,754,138 | $17.21M | 0.4% | -3.2% | 0.000% |  |
2/13/2025 | Wells Fargo & Company MN | 230,232 | $2.26M | 0.0% | -13.0% | 0.000% |  |
2/13/2025 | Smith Moore & CO. | 104,983 | $1.03M | 0.1% | +50.4% | 0.000% |  |
2/12/2025 | Landscape Capital Management L.L.C. | 15,307 | $0.15M | 0.0% | N/A | 0.000% |  |
2/11/2025 | LPL Financial LLC | 438,904 | $4.31M | 0.0% | +296.1% | 0.000% |  |
2/10/2025 | Advisors Asset Management Inc. | 321,839 | $3.16M | 0.1% | +87.9% | 0.000% |  |
2/10/2025 | Atlanta Consulting Group Advisors LLC | 12,000 | $0.12M | 0.0% | N/A | 0.000% |  |
2/10/2025 | Rareview Capital LLC | 261,583 | $2.68M | 2.0% | +3.1% | 0.000% |  |
2/10/2025 | Commonwealth Equity Services LLC | 137,039 | $1.34M | 0.0% | -4.5% | 0.000% |  |
2/7/2025 | HighTower Advisors LLC | 15,000 | $0.15M | 0.0% | -63.6% | 0.000% |  |
2/7/2025 | Independent Advisor Alliance | 77,702 | $0.76M | 0.0% | N/A | 0.000% |  |
2/7/2025 | Permanent Capital Management LP | 15,770 | $0.16M | 0.0% | N/A | 0.000% |  |
2/7/2025 | PNC Financial Services Group Inc. | 42,526 | $0.42M | 0.0% | +467.5% | 0.000% |  |
2/6/2025 | Raymond James Financial Inc. | 106,488 | $1.05M | 0.0% | N/A | 0.000% |  |
2/5/2025 | Oppenheimer & Co. Inc. | 31,641 | $0.31M | 0.0% | N/A | 0.000% |  |
2/4/2025 | Mackay Shields LLC | 328,653 | $3.22M | 0.1% | -1.3% | 0.000% |  |
1/31/2025 | Robinson Capital Management LLC | 1,140,860 | $11.19M | 4.5% | +36.4% | 0.000% |  |
1/31/2025 | Sanctuary Advisors LLC | 12,006 | $0.12M | 0.0% | -21.5% | 0.000% |  |
1/29/2025 | Van ECK Associates Corp | 413,979 | $4.06M | 0.0% | +2.7% | 0.000% |  |
1/28/2025 | Seamount Financial Group Inc. | 81,858 | $0.80M | 0.6% | +1.6% | 0.000% |  |
1/27/2025 | Tyche Wealth Partners LLC | 53,130 | $0.52M | 0.1% | -23.4% | 0.000% |  |
1/27/2025 | Stratos Wealth Advisors LLC | 202,667 | $1.99M | 0.1% | -2.4% | 0.000% |  |
1/24/2025 | Absolute Investment Advisers LLC | 63,600 | $0.62M | 0.1% | N/A | 0.000% |  |
1/23/2025 | Ibex Wealth Advisors | 89,129 | $0.87M | 0.1% | N/A | 0.000% |  |
1/22/2025 | Kingswood Wealth Advisors LLC | 19,700 | $0.19M | 0.0% | N/A | 0.000% |  |
1/17/2025 | Avior Wealth Management LLC | 17,586 | $0.17M | 0.0% | -10.5% | 0.000% |  |
1/17/2025 | Riverbridge Partners LLC | 24,065 | $0.24M | 0.0% | -14.2% | 0.000% |  |
1/17/2025 | Madison Park Capital Advisors LLC | 41,386 | $0.41M | 0.3% | +32.0% | 0.000% |  |
1/17/2025 | Dakota Wealth Management | 183,546 | $1.80M | 0.0% | +54.7% | 0.000% |  |
1/15/2025 | Wealth Alliance Advisory Group LLC | 66,516 | $0.65M | 0.1% | +10.2% | 0.000% |  |
1/15/2025 | Wealthcare Advisory Partners LLC | 17,294 | $0.17M | 0.0% | -11.2% | 0.000% |  |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 288,078 | $2.83M | 0.1% | -1.1% | 0.000% |  |
1/13/2025 | Capital Investment Advisors LLC | 167,764 | $1.65M | 0.0% | -3.9% | 0.000% |  |
11/15/2024 | Stifel Financial Corp | 11,905 | $0.12M | 0.0% | -9.2% | 0.000% |  |
11/15/2024 | Rivernorth Capital Management LLC | 1,642,546 | $16.85M | 0.8% | -0.2% | 0.000% |  |
11/15/2024 | HighTower Advisors LLC | 41,222 | $0.43M | 0.0% | N/A | 0.000% |  |
11/15/2024 | Community Bank N.A. | 4,000 | $41K | 0.0% | +100.0% | 0.000% |  |
11/14/2024 | Rockefeller Capital Management L.P. | 87,568 | $0.90M | 0.0% | +2.3% | 0.000% |  |
11/8/2024 | Avior Wealth Management LLC | 19,647 | $0.20M | 0.0% | +19.2% | 0.000% |  |
11/7/2024 | Pathstone Holdings LLC | 690,120 | $7.08M | 0.0% | +37.2% | 0.000% |  |
11/1/2024 | Fiera Capital Corp | 561,478 | $5.76M | 0.0% | -2.2% | 0.000% |  |
10/25/2024 | JFS Wealth Advisors LLC | 144,206 | $1.48M | 0.1% | +1,624.1% | 0.000% |  |