5/2/2024 | Summit Financial Wealth Advisors LLC | 25,900 | $234K | 0.0% | -11.9% | 0.066% | |
4/30/2024 | Van ECK Associates Corp | 313,707 | $2.83M | 0.0% | +4.8% | 0.801% | |
4/26/2024 | Riverbridge Partners LLC | 84,535 | $763K | 0.0% | -1.9% | 0.216% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 12,877 | $116K | 0.0% | +44.7% | 0.033% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 721,164 | $6.51M | 0.3% | -14.6% | 1.841% | |
4/10/2024 | Park Avenue Securities LLC | 105,976 | $957K | 0.0% | -1.5% | 0.271% | |
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3/22/2024 | Livelsberger Financial Advisory | 61,791 | $549K | 0.5% | N/A | 0.158% | |
3/22/2024 | PNC Financial Services Group Inc. | 3,000 | $27K | 0.0% | -97.6% | 0.008% | |
2/15/2024 | Flow State Investments L.P. | 18,130 | $161K | 0.1% | N/A | 0.046% | |
2/15/2024 | Bulldog Investors LLP | 1,306,877 | $11.62M | 3.8% | +172.0% | 3.336% | |
2/14/2024 | Vivaldi Capital Management LP | 165,487 | $1.48M | 0.4% | -55.8% | 0.422% | |
2/13/2024 | Karpus Management Inc. | 188,195 | $1.67M | 0.1% | -92.2% | 0.480% | |
2/13/2024 | 1607 Capital Partners LLC | 2,398,845 | $21.33M | 1.5% | -0.6% | 6.124% | |
2/12/2024 | Gridiron Partners LLC | 15,345 | $136K | 0.1% | N/A | 0.039% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 67,735 | $602K | 0.0% | -12.8% | 0.173% | |
2/5/2024 | Van ECK Associates Corp | 299,354 | $2.66M | 0.0% | +14.7% | 0.764% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 8,897 | $79K | 0.0% | N/A | 0.023% | |
1/23/2024 | Camelot Portfolios LLC | 23,563 | $209K | 0.1% | +34.6% | 0.060% | |
1/22/2024 | Melfa Wealth Management LLC | 158,987 | $1.41M | 1.3% | +5.9% | 0.406% | |
1/19/2024 | Summit Financial Wealth Advisors LLC | 29,400 | $261K | 0.1% | -19.5% | 0.075% | |
1/16/2024 | Raymond James & Associates | 38,322 | $341K | 0.0% | -28.0% | 0.098% | |
1/5/2024 | Capital Investment Advisors LLC | 339,175 | $3.02M | 0.1% | -12.3% | 0.866% | |
11/21/2023 | Almitas Capital LLC | 93,546 | $720K | 0.3% | N/A | 0.239% | |
11/14/2023 | AQR Arbitrage LLC | 249,947 | $1.93M | 0.1% | +87.2% | 0.638% | |
11/14/2023 | Saba Capital Management L.P. | 1,590,453 | $12.25M | 0.3% | +79.2% | 4.060% | |
11/14/2023 | Alpine Global Management LLC | 25,078 | $193K | 0.0% | N/A | 0.064% | |
11/14/2023 | Robinson Capital Management LLC | 177,328 | $1.38M | 0.6% | -57.1% | 0.453% | |
11/13/2023 | Wolverine Asset Management LLC | 5,434 | $42K | 0.0% | +101.5% | 0.014% | |
11/9/2023 | Fiera Capital Corp | 665,819 | $5.13M | 0.0% | +2.1% | 1.700% | |
11/9/2023 | Karpus Management Inc. | 2,417,951 | $18.62M | 0.6% | -3.6% | 6.173% | |
11/8/2023 | HighTower Advisors LLC | 36,145 | $276K | 0.0% | -19.8% | 0.092% | |
11/8/2023 | Fort Point Capital Partners LLC | 24,582 | $189K | 0.0% | +110.0% | 0.063% | |
11/8/2023 | Van ECK Associates Corp | 260,961 | $2.01M | 0.0% | -12.0% | 0.666% | |
11/8/2023 | Landscape Capital Management L.L.C. | 15,636 | $120K | 0.0% | -13.4% | 0.040% | |
11/1/2023 | Ironsides Asset Advisors LLC | 17,214 | $133K | 0.1% | +14.3% | 0.044% | |
10/30/2023 | Summit Trail Advisors LLC | 10,848 | $84K | 0.0% | -17.7% | 0.028% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 824,609 | $6.35M | 0.4% | +6.2% | 2.105% | |
10/26/2023 | Advisor Partners II LLC | 493,843 | $3.80M | 0.2% | N/A | 1.261% | |
10/24/2023 | Simon Quick Advisors LLC | 14,738 | $113K | 0.0% | N/A | 0.038% | |
10/24/2023 | Dakota Wealth Management | 33,200 | $256K | 0.0% | -15.6% | 0.085% | |
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10/20/2023 | Camelot Portfolios LLC | 17,504 | $135K | 0.1% | -25.5% | 0.045% | |
10/16/2023 | Riverbridge Partners LLC | 85,301 | $657K | 0.0% | +8.0% | 0.218% | |
10/16/2023 | Capital Investment Advisors LLC | 386,690 | $2.98M | 0.1% | +2.3% | 0.987% | |
10/12/2023 | Moody National Bank Trust Division | 12,808 | $99K | 0.0% | N/A | 0.033% | |
10/11/2023 | Transform Wealth LLC | 34,800 | $268K | 0.0% | -50.0% | 0.089% | |
10/10/2023 | Indiana Trust & Investment Management CO | 95,932 | $739K | 0.4% | N/A | 0.245% | |
8/15/2023 | Ironsides Asset Advisors LLC | 15,064 | $130K | 0.1% | +17.3% | 0.000% | |
8/15/2023 | Bulldog Investors LLP | 100,877 | $869K | 0.3% | N/A | 0.000% | |
8/14/2023 | Vivaldi Capital Management LP | 382,103 | $3.29M | 1.0% | -1.7% | 0.000% | |
8/14/2023 | Fort Point Capital Partners LLC | 11,708 | $101K | 0.0% | N/A | 0.000% | |
8/11/2023 | Karpus Management Inc. | 2,508,543 | $21.60M | 0.7% | -4.2% | 0.000% | |
8/11/2023 | Landscape Capital Management L.L.C. | 18,060 | $155K | 0.0% | +16.8% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 269,823 | $2.32M | 0.0% | -2.3% | 0.000% | |
8/10/2023 | Sit Investment Associates Inc. | 4,110,276 | $35.39M | 0.9% | +0.7% | 0.000% | |
8/10/2023 | Cetera Investment Advisers | 18,880 | $163K | 0.0% | -19.3% | 0.000% | |
8/9/2023 | Fiera Capital Corp | 652,062 | $5.61M | 0.0% | +14.8% | 0.000% | |
8/9/2023 | Robinson Capital Management LLC | 413,081 | $3.57M | 1.6% | -0.6% | 0.000% | |
8/4/2023 | Envestnet Asset Management Inc. | 131,894 | $1.14M | 0.0% | -4.0% | 0.000% | |
8/3/2023 | Van ECK Associates Corp | 296,550 | $2.55M | 0.0% | +0.5% | 0.000% | |
8/2/2023 | Bank of Montreal Can | 40,852 | $417K | 0.0% | N/A | 0.000% | |
7/31/2023 | LPL Financial LLC | 86,544 | $745K | 0.0% | +7.4% | 0.000% | |
7/31/2023 | Integrated Capital Management Inc. | 17,457 | $150K | 0.1% | +67.1% | 0.000% | |
7/31/2023 | Dakota Wealth Management | 39,322 | $339K | 0.0% | -16.9% | 0.000% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 38,594 | $332K | 0.0% | N/A | 0.000% | |
7/27/2023 | Mackay Shields LLC | 176,016 | $1.52M | 0.0% | -1.9% | 0.000% | |
7/26/2023 | Riverbridge Partners LLC | 78,960 | $680K | 0.0% | -7.9% | 0.000% | |
7/25/2023 | Raymond James & Associates | 52,993 | $456K | 0.0% | +30.8% | 0.000% | |
7/25/2023 | Summit Trail Advisors LLC | 13,178 | $113K | 0.0% | N/A | 0.000% | |
7/25/2023 | Camelot Portfolios LLC | 23,507 | $202K | 0.1% | -6.9% | 0.000% | |
7/24/2023 | Allspring Global Investments Holdings LLC | 147,748 | $1.27M | 0.0% | +33.4% | 0.000% | |
7/18/2023 | Allspring Global Investments Holdings LLC | 147,748 | $1.27M | 0.0% | +33.4% | 0.000% | |
7/14/2023 | Park Avenue Securities LLC | 97,936 | $843K | 0.0% | -3.8% | 0.000% | |
7/11/2023 | Capital Investment Advisors LLC | 378,154 | $3.26M | 0.1% | -3.6% | 0.000% | |
5/11/2023 | Karpus Management Inc. | 2,618,939 | $23.31M | 0.7% | +1.8% | 0.000% | |
5/11/2023 | U.S. Capital Wealth Advisors LLC | 77,685 | $691K | 0.0% | -23.6% | 0.000% | |
5/11/2023 | Sit Investment Associates Inc. | 4,081,317 | $36.32M | 1.0% | +13.3% | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 276,064 | $2.46M | 0.0% | -22.2% | 0.000% | |
5/10/2023 | Landscape Capital Management L.L.C. | 15,464 | $138K | 0.0% | -19.6% | 0.000% | |
5/10/2023 | Robinson Capital Management LLC | 415,581 | $3.62M | 1.7% | +20.0% | 0.000% | |
5/3/2023 | Van ECK Associates Corp | 295,051 | $2.63M | 0.0% | +18.6% | 0.000% | |
4/26/2023 | Integrated Capital Management Inc. | 10,447 | $148K | 0.1% | -38.4% | 0.000% | |
4/26/2023 | Fiera Capital Corp | 567,981 | $5.06M | 0.0% | -5.0% | 0.000% | |
4/20/2023 | Hennion & Walsh Asset Management Inc. | 792,183 | $7.05M | 0.4% | -1.4% | 0.000% | |
4/20/2023 | Camelot Portfolios LLC | 25,262 | $225K | 0.2% | +7.6% | 0.000% | |
4/18/2023 | Park Avenue Securities LLC | 101,807 | $906K | 0.0% | -4.6% | 0.000% | |
4/14/2023 | Transform Wealth LLC | 69,600 | $619K | 0.1% | N/A | 0.000% | |
4/14/2023 | Dakota Wealth Management | 47,305 | $421K | 0.0% | +32.1% | 0.000% | |
4/13/2023 | Allspring Global Investments Holdings LLC | 110,748 | $986K | 0.0% | +29.2% | 0.000% | |
4/12/2023 | CFM Wealth Partners LLC | 12,197 | $109K | 0.0% | N/A | 0.000% | |
4/12/2023 | Worth Asset Management LLC | 3,522 | $31K | 0.0% | -58.0% | 0.000% | |
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4/10/2023 | Capital Investment Advisors LLC | 392,360 | $3.49M | 0.1% | +4.2% | 0.000% | |
2/10/2023 | PNC Financial Services Group Inc. | 125,815 | $1.08M | 0.0% | +56.3% | 0.000% | |
2/10/2023 | Sit Investment Associates Inc. | 3,600,672 | $31.00M | 0.9% | +4.0% | 0.000% | |
2/9/2023 | Landscape Capital Management L.L.C. | 19,235 | $166K | 0.0% | +10.4% | 0.049% | |
2/9/2023 | HighTower Advisors LLC | 69,851 | $594K | 0.0% | +291.5% | 0.000% | |
2/8/2023 | Fiera Capital Corp | 597,608 | $5.15M | 0.0% | +130.4% | 0.000% | |
2/8/2023 | Van ECK Associates Corp | 248,777 | $2.14M | 0.0% | +18.4% | 0.000% | |
2/8/2023 | Dakota Wealth Management | 35,805 | $308K | 0.0% | -41.2% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 31,092 | $267K | 0.0% | +18.6% | 0.000% | |
2/7/2023 | LPL Financial LLC | 84,082 | $724K | 0.0% | -31.3% | 0.000% | |