4/25/2024 | GFS Advisors LLC | 337,000 | $3.86M | 0.6% | -5.6% | 0.000% | |
4/25/2024 | Summit Financial LLC | 19,385 | $0.22M | 0.0% | N/A | 0.000% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 203,581 | $2.33M | 0.0% | +23.7% | 0.000% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 7,600 | $87K | 0.0% | N/A | 0.000% | |
4/24/2024 | Dakota Wealth Management | 482,748 | $5.53M | 0.1% | +1.4% | 0.000% | |
4/24/2024 | Ackerman Capital Advisors LLC | 26,829 | $0.31M | 0.1% | N/A | 0.000% | |
4/23/2024 | Tyche Wealth Partners LLC | 421,449 | $4.83M | 1.2% | +3.5% | 0.000% | |
4/23/2024 | Summit Trail Advisors LLC | 16,032 | $0.19M | 0.0% | -10.1% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 693,358 | $7.95M | 0.0% | +5.5% | 0.000% | |
4/22/2024 | Parsons Capital Management Inc. RI | 47,380 | $0.54M | 0.0% | -2.5% | 0.000% | |
4/22/2024 | Raymond James & Associates | 462,864 | $5.30M | 0.0% | -0.4% | 0.000% | |
4/22/2024 | Eagle Bluffs Wealth Management LLC | 560,497 | $6.45M | 4.0% | +1.8% | 0.000% | |
4/22/2024 | American Institute for Advanced Investment Management LLP | 10,767 | $0.12M | 0.1% | N/A | 0.000% | |
4/19/2024 | Fruth Investment Management | 10,431 | $0.12M | 0.0% | -39.9% | 0.000% | |
4/18/2024 | Silverlake Wealth Management LLC | 32,243 | $0.37M | 0.2% | +26.8% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 1,406,840 | $16.12M | 0.0% | +3.6% | 0.000% | |
4/18/2024 | Barry Investment Advisors LLC | 43,388 | $0.50M | 0.2% | -4.5% | 0.000% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 1,784,006 | $20.45M | 1.1% | -1.8% | 0.000% | |
4/16/2024 | Occidental Asset Management LLC | 11,231 | $0.13M | 0.0% | N/A | 0.000% | |
4/16/2024 | Indiana Trust & Investment Management CO | 225,001 | $2.58M | 1.0% | -4.3% | 0.000% | |
4/16/2024 | Congress Park Capital LLC | 225,000 | $2.58M | 1.1% | +36.4% | 0.000% | |
4/15/2024 | Sunbelt Securities Inc. | 18,194 | $0.21M | 0.0% | -35.6% | 0.000% | |
4/11/2024 | Integrated Capital Management Inc. | 33,223 | $0.38M | 0.3% | +23.5% | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 240,284 | $2.75M | 0.0% | +4.1% | 0.000% | |
4/5/2024 | CWM LLC | 24,840 | $0.29M | 0.0% | +381.3% | 0.000% | |
4/4/2024 | Moody National Bank Trust Division | 12,981 | $0.15M | 0.0% | -22.5% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 20,150 | $0.23M | 0.0% | N/A | 0.000% | |
3/22/2024 | Livelsberger Financial Advisory | 3,192 | $37K | 0.0% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 174,482 | $2M | 0.0% | +3.4% | 0.000% | |
3/14/2024 | Leo Wealth LLC | 130,964 | $1.50M | 0.2% | N/A | 0.000% | |
2/29/2024 | Tortoise Investment Management LLC | 364,172 | $4.17M | 0.6% | -5.0% | 0.000% | |
2/26/2024 | Virtu Financial LLC | 22,881 | $0.26M | 0.0% | N/A | 0.000% | |
2/23/2024 | Chicago Partners Investment Group LLC | 18,489 | $0.21M | 0.0% | N/A | 0.000% | |
2/15/2024 | Palogic Value Management L.P. | 123,305 | $1.41M | 0.6% | +74.8% | 0.000% | |
2/15/2024 | Cohen & Steers Inc. | 334,410 | $3.83M | 0.0% | +11.3% | 0.000% | |
2/14/2024 | LM Advisors LLC | 321,323 | $3.68M | 0.7% | N/A | 0.000% | |
2/14/2024 | Sollinda Capital Management LLC | 38,400 | $0.44M | 0.1% | N/A | 0.000% | |
2/14/2024 | XML Financial LLC | 141,665 | $1.62M | 0.2% | -15.7% | 0.000% | |
2/14/2024 | Beacon Investment Advisors LLC | 13,802 | $0.16M | 0.1% | -30.8% | 0.000% | |
2/13/2024 | Karpus Management Inc. | 11,763,244 | $134.69M | 4.1% | +22.3% | 0.000% | |
2/13/2024 | Cornerstone Advisory LLC | 215,911 | $2.47M | 0.4% | -21.6% | 0.000% | |
2/12/2024 | Relative Value Partners Group LLC | 43,074 | $0.49M | 0.0% | N/A | 0.000% | |
2/12/2024 | Catalytic Wealth RIA LLC | 90,656 | $1.04M | 0.5% | N/A | 0.000% | |
2/12/2024 | Weiss Asset Management LP | 79,760 | $0.91M | 0.0% | N/A | 0.000% | |
2/12/2024 | Stifel Financial Corp | 467,559 | $5.35M | 0.0% | +70.2% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 53,617 | $0.61M | 0.0% | +96.6% | 0.000% | |
2/9/2024 | Advisory Services Network LLC | 75,399 | $0.86M | 0.0% | -15.9% | 0.000% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 164,636 | $1.89M | 0.0% | -5.5% | 0.000% | |
2/9/2024 | Barry Investment Advisors LLC | 45,424 | $0.52M | 0.2% | +325.5% | 0.000% | |
2/9/2024 | City of London Investment Management Co. Ltd. | 307,298 | $3.52M | 0.3% | +125.6% | 0.000% | |
2/9/2024 | Journey Strategic Wealth LLC | 53,062 | $0.61M | 0.0% | +50.0% | 0.000% | |
2/9/2024 | Corient Private Wealth LLC | 49,165 | $0.56M | 0.0% | +259.8% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 2,099,206 | $24.04M | 0.0% | -11.8% | 0.000% | |
2/9/2024 | UBS Group AG | 2,690,007 | $30.80M | 0.0% | -6.1% | 0.000% | |
2/9/2024 | PNC Financial Services Group Inc. | 174,482 | $2M | 0.0% | +3.4% | 0.000% | |
2/8/2024 | Sheaff Brock Investment Advisors LLC | 13,178 | $0.15M | 0.0% | -9.3% | 0.000% | |
2/8/2024 | Brown Advisory Inc. | 28,744 | $0.33M | 0.0% | -52.0% | 0.000% | |
2/8/2024 | Robinson Capital Management LLC | 1,238,800 | $14.18M | 5.0% | +11.6% | 0.000% | |
2/8/2024 | Tortoise Investment Management LLC | 335,614 | $3.78M | 0.5% | -12.5% | 0.000% | |
2/8/2024 | Kingsview Wealth Management LLC | 17,627 | $0.20M | 0.0% | +49.6% | 0.000% | |
2/8/2024 | Fiera Capital Corp | 875,539 | $10.03M | 0.0% | N/A | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 125,336 | $1.44M | 0.0% | -19.8% | 0.000% | |
2/7/2024 | JFS Wealth Advisors LLC | 3,975 | $46K | 0.0% | -98.1% | 0.000% | |
2/7/2024 | Principal Securities Inc. | 9,800 | $0.11M | 0.0% | N/A | 0.000% | |
2/6/2024 | Cullen Frost Bankers Inc. | 9,748 | $0.11M | 0.0% | -28.0% | 0.000% | |
2/6/2024 | Peddock Capital Advisors LLC | 25,170 | $0.29M | 0.1% | N/A | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 107,119 | $1.23M | 0.0% | -5.0% | 0.000% | |
2/6/2024 | Summit Trail Advisors LLC | 17,826 | $0.20M | 0.0% | N/A | 0.000% | |
2/6/2024 | Spire Wealth Management | 34,298 | $0.38M | 0.0% | -13.1% | 0.000% | |
2/6/2024 | TCG Advisory Services LLC | 15,000 | $0.17M | 0.0% | N/A | 0.000% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 204,597 | $2.34M | 0.1% | -3.6% | 0.000% | |
2/6/2024 | Fortitude Advisory Group L.L.C. | 29,062 | $0.33M | 0.2% | +8.1% | 0.000% | |
2/5/2024 | Van ECK Associates Corp | 1,684,889 | $19.29M | 0.0% | +15.6% | 0.000% | |
2/5/2024 | Stonebrook Private Inc. | 11,791 | $0.14M | 0.0% | N/A | 0.000% | |
2/2/2024 | Meixler Investment Management Ltd. | 32,200 | $0.37M | 0.3% | -27.3% | 0.000% | |
2/2/2024 | Truist Financial Corp | 47,351 | $0.54M | 0.0% | -68.0% | 0.000% | |
2/2/2024 | Alesco Advisors LLC | 14,434 | $0.17M | 0.0% | N/A | 0.000% | |
2/1/2024 | Element Wealth LLC | 29,996 | $0.34M | 0.2% | -3.4% | 0.000% | |
2/1/2024 | RWA Wealth Partners LLC | 10,000 | $0.11M | 0.0% | -32.2% | 0.000% | |
2/1/2024 | Capital Investment Advisory Services LLC | 41,195 | $0.47M | 0.0% | +7.3% | 0.000% | |
1/31/2024 | Western Wealth Management LLC | 33,198 | $0.38M | 0.0% | -10.2% | 0.000% | |
1/30/2024 | Tyche Wealth Partners LLC | 407,244 | $4.66M | 1.1% | N/A | 0.000% | |
1/30/2024 | Avior Wealth Management LLC | 99,000 | $1.13M | 0.1% | +4.1% | 0.000% | |
1/30/2024 | Eagle Bluffs Wealth Management LLC | 550,752 | $6.31M | 4.3% | +59.1% | 0.000% | |
1/30/2024 | Dakota Wealth Management | 476,307 | $5.45M | 0.2% | +4.3% | 0.000% | |
1/29/2024 | Baystate Wealth Management LLC | 2,519 | $29K | 0.0% | N/A | 0.000% | |
1/29/2024 | Ellis Investment Partners LLC | 30,113 | $0.35M | 0.1% | -23.8% | 0.000% | |
1/26/2024 | Cerity Partners LLC | 87,343 | $1M | 0.0% | +51.1% | 0.000% | |
1/26/2024 | Sandy Spring Bank | 8,036 | $92K | 0.0% | +60.7% | 0.000% | |
1/25/2024 | RFG Advisory LLC | 45,562 | $0.52M | 0.0% | -2.4% | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 77,446 | $0.89M | 0.0% | +730.4% | 0.000% | |
1/25/2024 | Wealth Advisors of Tampa Bay LLC | 66,162 | $0.76M | 0.4% | +104.7% | 0.000% | |
1/24/2024 | Stratos Wealth Partners LTD. | 124,854 | $1.43M | 0.0% | -1.1% | 0.000% | |
1/24/2024 | GFS Advisors LLC | 357,000 | $4.09M | 0.6% | +168.4% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 77,446 | $0.89M | 0.0% | +730.4% | 0.000% | |
1/24/2024 | Private Trust Co. NA | 10,933 | $0.13M | 0.0% | +53.8% | 0.000% | |
1/23/2024 | Carmichael Hill & Associates Inc. | 15,864 | $0.18M | 0.1% | -60.6% | 0.000% | |
1/23/2024 | UMB Bank n.a. | 3,869 | $44K | 0.0% | N/A | 0.000% | |
1/22/2024 | Drive Wealth Management LLC | 21,950 | $0.25M | 0.1% | +86.8% | 0.000% | |
1/22/2024 | Silverlake Wealth Management LLC | 25,419 | $0.29M | 0.2% | N/A | 0.000% | |