2/17/2025 | Pathstone Holdings LLC | 1,112,444 | $11.25M | 0.0% | +45.6% | 0.000% |  |
2/17/2025 | Nomura Holdings Inc. | 14,000 | $0.14M | 0.0% | N/A | 0.000% |  |
2/17/2025 | Nuveen Asset Management LLC | 35,973 | $0.36M | 0.0% | +159.5% | 0.000% |  |
2/17/2025 | Cetera Investment Advisers | 21,177 | $0.21M | 0.0% | +24.4% | 0.000% |  |
2/17/2025 | Bank of America Corp DE | 329,178 | $3.33M | 0.0% | +57.4% | 0.000% |  |
2/17/2025 | Ameriprise Financial Inc. | 300,727 | $3.04M | 0.0% | +7.1% | 0.000% |  |
2/17/2025 | Anderson Financial Strategies LLC | 12,635 | $0.13M | 0.1% | N/A | 0.000% |  |
2/14/2025 | AQR Arbitrage LLC | 43,361 | $0.44M | 0.0% | -81.2% | 0.000% |  |
2/14/2025 | Quarry LP | 39,036 | $0.39M | 0.1% | +22.8% | 0.000% |  |
2/14/2025 | Stifel Financial Corp | 172,941 | $1.75M | 0.0% | +3.4% | 0.000% |  |
2/14/2025 | First Trust Advisors LP | 15,920 | $0.16M | 0.0% | -13.7% | 0.000% |  |
2/13/2025 | NewEdge Advisors LLC | 22,670 | $0.23M | 0.0% | +36.8% | 0.000% |  |
2/13/2025 | Guggenheim Capital LLC | 729,804 | $7.37M | 0.1% | +36.2% | 0.000% |  |
2/13/2025 | XTX Topco Ltd | 17,004 | $0.17M | 0.0% | N/A | 0.000% |  |
2/13/2025 | Cohen & Steers Inc. | 30,000 | $0.30M | 0.0% | +20.0% | 0.000% |  |
2/13/2025 | Rockefeller Capital Management L.P. | 51,477 | $0.52M | 0.0% | -15.1% | 0.000% |  |
2/13/2025 | Raymond James Financial Inc. | 208,943 | $2.11M | 0.0% | N/A | 0.000% |  |
2/13/2025 | Invesco Ltd. | 140,922 | $1.42M | 0.0% | +55.4% | 0.000% |  |
2/13/2025 | Bank of Montreal Can | 39,005 | $0.39M | 0.0% | +4.0% | 0.000% |  |
2/13/2025 | Cerity Partners LLC | 23,408 | $0.24M | 0.0% | -10.3% | 0.000% |  |
2/13/2025 | Sit Investment Associates Inc. | 2,286,766 | $23.10M | 0.5% | -8.2% | 0.000% |  |
2/13/2025 | Wells Fargo & Company MN | 450,590 | $4.55M | 0.0% | -3.4% | 0.000% |  |
2/12/2025 | Landscape Capital Management L.L.C. | 23,365 | $0.24M | 0.0% | N/A | 0.000% |  |
2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 38,798 | $0.39M | 0.1% | +18.1% | 0.000% |  |
2/12/2025 | StoneX Group Inc. | 19,467 | $0.20M | 0.0% | N/A | 0.000% |  |
2/11/2025 | Mountain Hill Investment Partners Corp. | 7,000 | $71K | 0.1% | N/A | 0.000% |  |
2/11/2025 | LPL Financial LLC | 361,472 | $3.65M | 0.0% | +143.4% | 0.000% |  |
2/10/2025 | Harbour Investments Inc. | 21,679 | $0.22M | 0.0% | +30.7% | 0.000% |  |
2/10/2025 | Greatmark Investment Partners Inc. | 214,500 | $2.17M | 0.3% | -0.9% | 0.000% |  |
2/7/2025 | HighTower Advisors LLC | 10,039 | $0.10M | 0.0% | -74.8% | 0.000% |  |
2/7/2025 | Permanent Capital Management LP | 15,274 | $0.15M | 0.0% | N/A | 0.000% |  |
2/7/2025 | Blue Bell Private Wealth Management LLC | 13,700 | $0.14M | 0.0% | -13.8% | 0.000% |  |
2/6/2025 | Raymond James Financial Inc. | 208,943 | $2.11M | 0.0% | N/A | 0.000% |  |
2/5/2025 | Oppenheimer & Co. Inc. | 13,167 | $0.13M | 0.0% | -45.5% | 0.000% |  |
2/4/2025 | Mackay Shields LLC | 371,828 | $3.76M | 0.1% | -0.5% | 0.000% |  |
1/31/2025 | Robinson Capital Management LLC | 1,381,874 | $13.96M | 5.6% | +44.5% | 0.000% |  |
1/31/2025 | Truist Financial Corp | 730,429 | $7.38M | 0.0% | -3.1% | 0.000% |  |
1/29/2025 | Van ECK Associates Corp | 406,392 | $4.11M | 0.0% | +3.1% | 0.000% |  |
1/29/2025 | Indiana Trust & Investment Management Co | 175,690 | $1.77M | 0.6% | +1.9% | 0.000% |  |
1/28/2025 | Leo Wealth LLC | 221,650 | $2.24M | 0.2% | +1.6% | 0.000% |  |
1/27/2025 | Tyche Wealth Partners LLC | 67,364 | $0.68M | 0.1% | -5.8% | 0.000% |  |
1/24/2025 | Absolute Investment Advisers LLC | 107,994 | $1.09M | 0.1% | N/A | 0.000% |  |
1/23/2025 | Capital Investment Advisory Services LLC | 56,861 | $0.57M | 0.1% | +3.9% | 0.000% |  |
1/22/2025 | Kennedy Investment Group | 268,241 | $2.71M | 1.2% | -6.1% | 0.000% |  |
1/17/2025 | Avior Wealth Management LLC | 22,890 | $0.23M | 0.0% | +23.2% | 0.000% |  |
1/17/2025 | Janney Montgomery Scott LLC | 14,861 | $0.15M | 0.0% | N/A | 0.000% |  |
1/17/2025 | Dakota Wealth Management | 105,500 | $1.07M | 0.0% | +17.2% | 0.000% |  |
1/15/2025 | Wealth Alliance Advisory Group LLC | 15,737 | $0.16M | 0.0% | -7.1% | 0.000% |  |
1/14/2025 | Sovereign Financial Group Inc. | 25,215 | $0.26M | 0.1% | +130.5% | 0.000% |  |
1/14/2025 | Melone Private Wealth LLC | 174,333 | $1.76M | 0.9% | +1.6% | 0.000% |  |
1/13/2025 | Claro Advisors LLC | 104,541 | $1.06M | 0.1% | -2.4% | 0.000% |  |
1/13/2025 | Capital Investment Advisors LLC | 13,305 | $0.13M | 0.0% | N/A | 0.000% |  |
11/15/2024 | Stifel Financial Corp | 167,271 | $1.77M | 0.0% | +1.1% | 0.000% |  |
11/15/2024 | Rivernorth Capital Management LLC | 1,612,419 | $17.03M | 0.8% | -2.0% | 0.000% |  |
11/15/2024 | HighTower Advisors LLC | 39,868 | $0.43M | 0.0% | N/A | 0.000% |  |
11/14/2024 | Rockefeller Capital Management L.P. | 60,619 | $0.64M | 0.0% | +1.7% | 0.000% |  |
11/8/2024 | Avior Wealth Management LLC | 18,576 | $0.20M | 0.0% | +20.4% | 0.000% |  |
11/7/2024 | Pathstone Holdings LLC | 764,291 | $8.07M | 0.0% | +27.3% | 0.000% |  |
11/7/2024 | Claro Advisors LLC | 107,165 | $1.13M | 0.1% | +15.4% | 0.000% |  |
11/6/2024 | Oppenheimer & Co. Inc. | 24,167 | $0.26M | 0.0% | +37.1% | 0.000% |  |
11/1/2024 | Fiera Capital Corp | 543,547 | $5.74M | 0.0% | -2.3% | 0.000% |  |
10/29/2024 | Van ECK Associates Corp | 394,076 | $4.03M | 0.0% | -0.7% | 0.000% |  |
10/25/2024 | Tyche Wealth Partners LLC | 71,544 | $0.76M | 0.2% | -11.9% | 0.000% |  |
10/24/2024 | Kercheville Advisors LLC | 13,463 | $0.14M | 0.1% | +8.3% | 0.000% |  |
10/23/2024 | Dakota Wealth Management | 90,000 | $0.95M | 0.0% | +2.3% | 0.000% |  |
10/22/2024 | Leo Wealth LLC | 218,123 | $2.30M | 0.2% | +11.5% | 0.000% |  |
10/21/2024 | Kennedy Investment Group | 285,641 | $3.02M | 1.4% | -6.1% | 0.000% |  |
10/19/2024 | Allspring Global Investments Holdings LLC | 370,360 | $3.91M | 0.0% | -16.8% | 0.000% |  |
10/18/2024 | Wealth Alliance Advisory Group LLC | 16,937 | $0.18M | 0.0% | +18.7% | 0.000% |  |
10/17/2024 | Claro Advisors LLC | 16,136 | $0.17M | 0.0% | -82.6% | 0.000% |  |
10/16/2024 | Indiana Trust & Investment Management Co | 172,492 | $1.82M | 0.6% | +1.2% | 0.000% |  |
10/8/2024 | Sovereign Financial Group Inc. | 10,938 | $0.12M | 0.0% | N/A | 0.000% |  |
10/8/2024 | Dynamic Advisor Solutions LLC | 12,950 | $0.14M | 0.0% | +16.1% | 0.000% |  |
10/7/2024 | Melone Private Wealth LLC | 171,649 | $1.81M | 1.0% | -9.2% | 0.000% |  |
8/21/2024 | Truist Financial Corp | 753,750 | $7.74M | 0.0% | -2.5% | 0.000% |  |
8/16/2024 | Quarry LP | 31,800 | $0.33M | 0.1% | N/A | 0.000% |  |
8/16/2024 | Almitas Capital LLC | 12,534 | $0.13M | 0.1% | N/A | 0.000% |  |
8/15/2024 | Logan Stone Capital LLC | 222,025 | $2.28M | 0.6% | -60.5% | 0.000% |  |
8/14/2024 | Bank of Montreal Can | 36,869 | $0.42M | 0.0% | -32.2% | 0.000% |  |
8/8/2024 | NINE MASTS CAPITAL Ltd | 45,946 | $0.47M | 0.1% | -51.8% | 0.000% |  |
8/5/2024 | Blue Bell Private Wealth Management LLC | 15,400 | $0.16M | 0.0% | N/A | 0.000% |  |
8/2/2024 | Simon Quick Advisors LLC | 16,908 | $0.17M | 0.0% | -32.7% | 0.000% |  |
8/1/2024 | Fiera Capital Corp | 556,355 | $5.71M | 0.0% | -30.6% | 0.000% |  |
7/31/2024 | Van ECK Associates Corp | 396,714 | $4.07M | 0.0% | -7.7% | 0.000% |  |
7/31/2024 | Commonwealth Equity Services LLC | 50,127 | $0.52M | 0.0% | -4.9% | 0.000% |  |
7/31/2024 | Rothschild Investment LLC | 126,300 | $1.30M | 0.1% | N/A | 0.000% |  |
7/26/2024 | Allspring Global Investments Holdings LLC | 445,360 | $4.57M | 0.0% | +80.8% | 0.000% |  |
7/23/2024 | All Season Financial Advisors Inc. | 15,723 | $0.16M | 0.1% | N/A | 0.000% |  |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 56,535 | $0.58M | 0.0% | +5.8% | 0.000% |  |
7/19/2024 | Raymond James & Associates | 117,066 | $1.20M | 0.0% | +14.8% | 0.000% |  |
7/18/2024 | Kennedy Investment Group | 304,306 | $3.13M | 1.6% | -6.6% | 0.000% |  |
7/9/2024 | Kingswood Wealth Advisors LLC | 10,432 | $0.11M | 0.0% | N/A | 0.000% |  |
5/17/2024 | Comerica Bank | 4,000 | $39K | 0.0% | +661.9% | 0.000% |  |
5/15/2024 | BOKF NA | 40,000 | $0.39M | 0.0% | -60.0% | 0.000% |  |
5/14/2024 | Robinson Capital Management LLC | 683,163 | $6.53M | 2.4% | +16.4% | 0.000% |  |
5/14/2024 | Karpus Management Inc. | 3,865,590 | $38.12M | 1.1% | +20.8% | 0.000% |  |
5/9/2024 | Leo Wealth LLC | 167,235 | $1.65M | 0.2% | +9.6% | 0.000% |  |
5/9/2024 | SageView Advisory Group LLC | 9,367 | $92K | 0.0% | N/A | 0.000% |  |
5/6/2024 | Gill Capital Partners LLC | 10,558 | $0.10M | 0.0% | -9.7% | 0.000% |  |
4/30/2024 | Private Advisor Group LLC | 73,425 | $0.72M | 0.0% | -8.7% | 0.135% |  |