4/30/2024 | Arkadios Wealth Advisors | 42,141 | $501K | 0.0% | +10.4% | 0.198% | |
4/26/2024 | Riverbridge Partners LLC | 31,775 | $378K | 0.0% | -35.4% | 0.149% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 484,820 | $5.77M | 0.0% | +1.7% | 2.275% | |
4/16/2024 | Courier Capital LLC | 153,504 | $1.83M | 0.1% | -6.2% | 0.720% | |
2/13/2024 | Karpus Management Inc. | 423,286 | $5.16M | 0.2% | -1.6% | 1.986% | |
2/13/2024 | Accuvest Global Advisors | 27,125 | $330K | 0.4% | N/A | 0.127% | |
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2/12/2024 | Vectors Research Management LLC | 171,358 | $2.09M | 0.4% | -9.0% | 0.804% | |
2/12/2024 | Relative Value Partners Group LLC | 138,621 | $1.69M | 0.1% | -10.6% | 0.651% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 21,485 | $262K | 0.0% | -9.6% | 0.101% | |
2/8/2024 | WMG Financial Advisors LLC | 14,716 | $179K | 0.1% | N/A | 0.069% | |
2/8/2024 | Rock Point Advisors LLC | 93,718 | $1.14M | 0.3% | -1.9% | 0.440% | |
2/6/2024 | Aviance Capital Partners LLC | 17,328 | $211K | 0.0% | -78.3% | 0.081% | |
2/5/2024 | Stonebrook Private Inc. | 34,679 | $422K | 0.1% | N/A | 0.163% | |
2/1/2024 | Significant Wealth Partners LLC | 40,990 | $499K | 0.4% | N/A | 0.192% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 1,282,440 | $15.62M | 0.0% | +6.4% | 6.018% | |
1/25/2024 | International Assets Investment Management LLC | 105,479 | $12.85M | 0.0% | N/A | 0.495% | |
1/24/2024 | Allworth Financial LP | 6,773 | $82K | 0.0% | N/A | 0.032% | |
1/24/2024 | Arkadios Wealth Advisors | 38,163 | $465K | 0.0% | +2.8% | 0.179% | |
1/24/2024 | International Assets Investment Management LLC | 105,479 | $12.85M | 0.0% | N/A | 0.495% | |
1/22/2024 | Melfa Wealth Management LLC | 353,093 | $4.30M | 4.0% | +1.5% | 1.657% | |
1/18/2024 | Meadow Creek Wealth Advisors LLC | 17,093 | $208K | 0.2% | N/A | 0.080% | |
1/17/2024 | Courier Capital LLC | 163,641 | $1.99M | 0.2% | -9.4% | 0.768% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 476,555 | $5.80M | 0.0% | +24.0% | 2.236% | |
1/16/2024 | Raymond James & Associates | 197,521 | $2.41M | 0.0% | +7.4% | 0.927% | |
1/11/2024 | Raymond James Trust N.A. | 42,911 | $523K | 0.0% | +3.1% | 0.201% | |
11/13/2023 | Consolidated Portfolio Review Corp | 164,144 | $1.87M | 0.5% | +25.3% | 0.770% | |
11/9/2023 | Karpus Management Inc. | 429,993 | $4.89M | 0.2% | -0.8% | 2.018% | |
11/9/2023 | Vectors Research Management LLC | 188,305 | $2.08M | 0.7% | -3.5% | 0.884% | |
11/9/2023 | Rock Point Advisors LLC | 95,567 | $1.09M | 0.4% | +1.0% | 0.448% | |
11/7/2023 | Virtus ETF Advisers LLC | 57,476 | $654K | 0.4% | N/A | 0.270% | |
11/7/2023 | Aviance Capital Partners LLC | 79,869 | $909K | 0.2% | -18.2% | 0.375% | |
10/31/2023 | GraniteShares Advisors LLC | 116,070 | $1.32M | 1.2% | +4.0% | 0.545% | |
10/30/2023 | Melfa Wealth Management LLC | 347,800 | $3.96M | 4.0% | +3.9% | 1.632% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 1,205,748 | $13.72M | 0.0% | +8.1% | 5.658% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 384,321 | $4.37M | 0.0% | -10.0% | 1.803% | |
10/24/2023 | Raymond James & Associates | 183,958 | $2.09M | 0.0% | +1.2% | 0.863% | |
10/23/2023 | Commonwealth Equity Services LLC | 23,406 | $266K | 0.0% | -4.9% | 0.110% | |
10/16/2023 | Riverbridge Partners LLC | 49,050 | $558K | 0.0% | +3.5% | 0.230% | |
10/13/2023 | Courier Capital LLC | 180,557 | $2.06M | 0.2% | -3.4% | 0.847% | |
10/13/2023 | Arkadios Wealth Advisors | 37,120 | $422K | 0.0% | +2.9% | 0.174% | |
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10/12/2023 | IFP Advisors Inc | 2,197 | $25K | 0.0% | N/A | 0.010% | |
10/11/2023 | Transform Wealth LLC | 23,755 | $270K | 0.0% | -50.0% | 0.111% | |
8/11/2023 | Karpus Management Inc. | 433,617 | $5.28M | 0.2% | -2.6% | 2.035% | |
8/11/2023 | Guggenheim Capital LLC | 165,660 | $2.02M | 0.0% | +13.4% | 0.777% | |
8/10/2023 | GraniteShares Advisors LLC | 111,620 | $1.36M | 1.2% | -1.1% | 0.524% | |
8/10/2023 | Sit Investment Associates Inc. | 2,887,615 | $35.14M | 0.9% | +7.8% | 13.551% | |
8/8/2023 | Vectors Research Management LLC | 195,177 | $2.38M | 0.7% | -8.6% | 0.916% | |
8/7/2023 | Wolverine Asset Management LLC | 15,763 | $192K | 0.0% | -10.6% | 0.074% | |
8/3/2023 | WMG Financial Advisors LLC | 12,749 | $155K | 0.1% | +23.8% | 0.060% | |
7/31/2023 | LPL Financial LLC | 183,560 | $2.23M | 0.0% | +4.7% | 0.861% | |
7/31/2023 | Fortitude Advisory Group L.L.C. | 20,499 | $249K | 0.2% | +35.0% | 0.096% | |
7/31/2023 | Courier Capital LLC | 186,955 | $2.28M | 0.2% | N/A | 0.877% | |
7/26/2023 | Riverbridge Partners LLC | 47,392 | $577K | 0.0% | -6.1% | 0.222% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 427,030 | $5.20M | 0.0% | +0.5% | 2.004% | |
7/25/2023 | Raymond James & Associates | 181,828 | $2.21M | 0.0% | -0.6% | 0.853% | |
7/24/2023 | Allspring Global Investments Holdings LLC | 1,115,378 | $13.57M | 0.0% | +31.3% | 5.235% | |
7/18/2023 | Melfa Wealth Management LLC | 334,596 | $4.07M | 4.1% | +7.5% | 1.570% | |
7/18/2023 | Allspring Global Investments Holdings LLC | 1,115,378 | $13.57M | 0.0% | +31.3% | 5.234% | |
6/28/2023 | Relative Value Partners Group LLC | 183,445 | $2.31M | 0.2% | -14.1% | 0.861% | |
6/5/2023 | Level Four Advisory Services LLC | 16,360 | $206K | 0.0% | N/A | 0.077% | |
5/18/2023 | HNP Capital LLC | 206,220 | $2.60M | 0.7% | -33.2% | 0.000% | |
5/15/2023 | Relative Value Partners Group LLC | 183,445 | $2.31M | 0.2% | -14.1% | 0.863% | |
5/11/2023 | Consolidated Portfolio Review Corp | 68,191 | $859K | 0.2% | N/A | 0.321% | |
5/11/2023 | Karpus Management Inc. | 445,386 | $5.61M | 0.2% | -1.8% | 2.095% | |
5/11/2023 | Sit Investment Associates Inc. | 2,678,178 | $33.72M | 0.9% | +9.1% | 12.597% | |
5/11/2023 | Aviance Capital Partners LLC | 98,369 | $1.24M | 0.3% | +2.6% | 0.463% | |
5/11/2023 | Guggenheim Capital LLC | 146,140 | $1.84M | 0.0% | +21.2% | 0.687% | |
5/10/2023 | Rock Point Advisors LLC | 96,014 | $1.21M | 0.4% | +1.1% | 0.000% | |
5/8/2023 | Wolverine Asset Management LLC | 17,636 | $222K | 0.0% | -10.3% | 0.000% | |
5/4/2023 | Vectors Research Management LLC | 213,636 | $2.69M | 0.7% | -32.7% | 1.005% | |
5/3/2023 | Raymond James Trust N.A. | 40,713 | $513K | 0.0% | +12.7% | 0.192% | |
5/2/2023 | Arkadios Wealth Advisors | 36,042 | $454K | 0.1% | +2.4% | 0.170% | |
4/28/2023 | Janney Montgomery Scott LLC | 12,459 | $157K | 0.0% | -22.4% | 0.000% | |
4/25/2023 | Foundations Investment Advisors LLC | 148,833 | $1.87M | 0.1% | +7.4% | 0.000% | |
4/24/2023 | GraniteShares Advisors LLC | 112,807 | $1.42M | 1.3% | N/A | 0.000% | |
4/21/2023 | Riverbridge Partners LLC | 50,490 | $636K | 0.0% | +7.2% | 0.000% | |
4/20/2023 | Melfa Wealth Management LLC | 311,265 | $3.92M | 3.9% | +37.5% | 0.000% | |
4/19/2023 | TrueWealth Advisors LLC | 10,679 | $134K | 0.1% | -27.8% | 0.000% | |
4/18/2023 | WMG Financial Advisors LLC | 10,299 | $130K | 0.1% | N/A | 0.000% | |
4/14/2023 | Transform Wealth LLC | 47,510 | $598K | 0.1% | N/A | 0.000% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 424,857 | $5.35M | 0.0% | +61.0% | 0.000% | |
4/14/2023 | Raymond James & Associates | 182,854 | $2.30M | 0.0% | +12.6% | 0.000% | |
2/10/2023 | Sit Investment Associates Inc. | 2,455,173 | $30.30M | 0.8% | -61.1% | 0.000% | |
2/9/2023 | Elequin Securities LLC | 4,594 | $57K | 0.0% | N/A | 0.000% | |
2/9/2023 | Rock Point Advisors LLC | 95,016 | $1.17M | 0.4% | -65.3% | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 263,815 | $3.26M | 0.0% | -69.3% | 0.000% | |
2/8/2023 | Raymond James & Associates | 162,340 | $2.00M | 0.0% | -74.3% | 0.000% | |
2/8/2023 | UBS Group AG | 147,638 | $1.82M | 0.0% | -77.4% | 0.000% | |
2/8/2023 | Vectors Research Management LLC | 317,212 | $3.91M | 1.0% | N/A | 0.000% | |
2/8/2023 | Thrivent Financial for Lutherans | 51,493 | $635K | 0.0% | -66.7% | 0.000% | |
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2/8/2023 | Semus Wealth Partners LLC | 30,994 | $382K | 0.5% | N/A | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 15,559 | $192K | 0.0% | -71.3% | 0.000% | |
2/7/2023 | LPL Financial LLC | 177,990 | $2.20M | 0.0% | -67.8% | 0.000% | |
2/7/2023 | Aviance Capital Partners LLC | 95,851 | $1.18M | 0.3% | N/A | 0.000% | |
2/6/2023 | Cumberland Partners Ltd | 10,794 | $133K | 0.0% | -66.7% | 0.000% | |
2/2/2023 | Raymond James Trust N.A. | 36,113 | $446K | 0.0% | -68.0% | 0.000% | |
2/1/2023 | Wolverine Asset Management LLC | 19,657 | $243K | 0.0% | N/A | 0.000% | |
2/1/2023 | Janney Montgomery Scott LLC | 16,063 | $198K | 0.0% | -64.2% | 0.000% | |
1/31/2023 | Melfa Wealth Management LLC | 226,363 | $2.79M | 2.9% | N/A | 0.000% | |
1/30/2023 | International Assets Investment Management LLC | 12,631 | $156K | 0.0% | N/A | 0.000% | |