4/30/2024 | Naples Global Advisors LLC | 15,825 | $173K | 0.0% | -17.0% | 0.000% | |
4/30/2024 | Commonwealth Equity Services LLC | 95,147 | $1.03M | 0.0% | -3.3% | 0.000% | |
4/24/2024 | Dakota Wealth Management | 424,427 | $4.61M | 0.1% | +10.2% | 0.000% | |
4/22/2024 | PFG Investments LLC | 109,025 | $1.19M | 0.1% | N/A | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 213,899 | $2.33M | 0.0% | -28.9% | 0.000% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 750,494 | $8.16M | 0.4% | -12.0% | 0.000% | |
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4/11/2024 | Opal Wealth Advisors LLC | 26,130 | $284K | 0.1% | N/A | 0.000% | |
4/11/2024 | Sanders Morris Harris LLC | 42,700 | $464K | 0.1% | N/A | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 11,000 | $116K | 0.0% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 385,440 | $4.06M | 0.0% | +51.6% | 0.000% | |
2/29/2024 | Tortoise Investment Management LLC | 64,910 | $684K | 0.1% | -28.7% | 0.000% | |
2/13/2024 | Karpus Management Inc. | 19,529,693 | $205.65M | 6.3% | +14.2% | 0.000% | |
2/13/2024 | Wellspring Financial Advisors LLC | 43,496 | $458K | 0.0% | +19.2% | 0.000% | |
2/12/2024 | Avestar Capital LLC | 10,568 | $111K | 0.0% | N/A | 0.000% | |
2/12/2024 | Weiss Asset Management LP | 70,308 | $740K | 0.0% | N/A | 0.000% | |
2/9/2024 | PNC Financial Services Group Inc. | 385,440 | $4.06M | 0.0% | +51.6% | 0.000% | |
2/8/2024 | Robinson Capital Management LLC | 203,382 | $2.14M | 0.8% | +37.1% | 0.000% | |
2/8/2024 | Tortoise Investment Management LLC | 58,410 | $632K | 0.1% | -35.8% | 0.000% | |
2/7/2024 | Avantax Advisory Services Inc. | 29,138 | $307K | 0.0% | -31.6% | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 13,033 | $137K | 0.0% | N/A | 0.000% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 2,500 | $26K | 0.0% | +400.0% | 0.000% | |
2/6/2024 | Concord Wealth Partners | 2,492 | $26K | 0.0% | -50.0% | 0.000% | |
2/5/2024 | Bridgewater Advisors Inc. | 22,478 | $237K | 0.0% | -64.0% | 0.000% | |
2/2/2024 | Herold Advisors Inc. | 37,031 | $390K | 0.1% | -8.2% | 0.000% | |
1/30/2024 | Dakota Wealth Management | 385,161 | $4.06M | 0.2% | -10.9% | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 39,961 | $421K | 0.0% | +953.0% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 39,961 | $421K | 0.0% | +953.0% | 0.000% | |
1/22/2024 | Ascent Wealth Partners LLC | 52,247 | $550K | 0.1% | -21.7% | 0.000% | |
1/19/2024 | Realta Investment Advisors | 58,053 | $611K | 0.1% | +4.5% | 0.000% | |
1/19/2024 | Pinnacle Associates Ltd. | 15,680 | $165K | 0.0% | -6.9% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 18,303 | $193K | 0.0% | -39.1% | 0.000% | |
1/16/2024 | Raymond James & Associates | 19,077 | $201K | 0.0% | -12.4% | 0.000% | |
11/16/2023 | Belpointe Asset Management LLC | 55,070 | $520K | 0.1% | N/A | 0.000% | |
11/14/2023 | AQR Arbitrage LLC | 437,665 | $4.14M | 0.2% | +113.9% | 0.000% | |
11/14/2023 | Frisch Financial Group Inc. | 334,998 | $3.17M | 1.3% | -3.6% | 0.000% | |
11/14/2023 | Saba Capital Management L.P. | 356,391 | $3.37M | 0.1% | +1,095.4% | 0.000% | |
11/14/2023 | Robinson Capital Management LLC | 148,382 | $1.41M | 0.6% | -6.5% | 0.000% | |
11/13/2023 | Kestra Advisory Services LLC | 11,449 | $108K | 0.0% | -31.3% | 0.000% | |
11/13/2023 | PNC Financial Services Group Inc. | 254,278 | $2.40M | 0.0% | +37.5% | 0.000% | |
11/9/2023 | Karpus Management Inc. | 17,105,165 | $161.64M | 5.4% | +10.9% | 0.000% | |
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11/9/2023 | Deutsche Bank AG | 322,053 | $3.04M | 0.0% | +2,121.1% | 0.000% | |
11/8/2023 | HighTower Advisors LLC | 678,011 | $6.40M | 0.0% | +4.7% | 0.000% | |
11/8/2023 | Westchester Capital Management LLC | 115,857 | $1.10M | 0.0% | +66.0% | 0.000% | |
11/8/2023 | Fort Point Capital Partners LLC | 26,420 | $250K | 0.0% | +53.3% | 0.000% | |
11/8/2023 | Janney Montgomery Scott LLC | 24,112 | $228K | 0.0% | -30.5% | 0.000% | |
11/8/2023 | Landscape Capital Management L.L.C. | 15,395 | $145K | 0.0% | -39.6% | 0.000% | |
11/8/2023 | Avantax Advisory Services Inc. | 42,612 | $403K | 0.0% | -56.1% | 0.000% | |
11/8/2023 | Moors & Cabot Inc. | 23,300 | $220K | 0.0% | +46.5% | 0.000% | |
10/30/2023 | Perigon Wealth Management LLC | 18,497 | $175K | 0.0% | N/A | 0.000% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 828,349 | $7.83M | 0.5% | -2.5% | 0.000% | |
10/24/2023 | Bank of New York Mellon Corp | 133,044 | $1.26M | 0.0% | +1.4% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 30,051 | $284K | 0.0% | +12.6% | 0.000% | |
10/24/2023 | Raymond James & Associates | 21,779 | $206K | 0.0% | +22.5% | 0.000% | |
10/24/2023 | Dakota Wealth Management | 432,202 | $4.08M | 0.2% | +12.1% | 0.000% | |
10/24/2023 | Pinnacle Associates Ltd. | 16,841 | $159K | 0.0% | -34.4% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 103,236 | $976K | 0.0% | +21.0% | 0.000% | |
10/20/2023 | Ascent Wealth Partners LLC | 66,747 | $631K | 0.1% | +38.3% | 0.000% | |
10/4/2023 | International Assets Investment Management LLC | 3,795 | $36K | 0.0% | N/A | 0.000% | |
8/14/2023 | Fort Point Capital Partners LLC | 17,236 | $178K | 0.0% | N/A | 0.000% | |
8/11/2023 | Frisch Financial Group Inc. | 347,389 | $3.60M | 1.7% | -4.5% | 0.000% | |
8/11/2023 | Karpus Management Inc. | 15,422,053 | $159.62M | 5.0% | +2.7% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 519,881 | $5.38M | 0.0% | -2.7% | 0.000% | |
8/11/2023 | Penserra Capital Management LLC | 569,083 | $5.89M | 0.1% | +6.6% | 0.000% | |
8/10/2023 | Johnson Investment Counsel Inc. | 13,110 | $136K | 0.0% | N/A | 0.000% | |
8/10/2023 | Moors & Cabot Inc. | 15,900 | $165K | 0.0% | -14.2% | 0.000% | |
8/7/2023 | Tortoise Investment Management LLC | 132,120 | $1.37M | 0.2% | +5.6% | 0.000% | |
7/31/2023 | Dakota Wealth Management | 385,495 | $3.99M | 0.2% | +0.8% | 0.000% | |
7/27/2023 | Leisure Capital Management | 10,083 | $104K | 0.1% | N/A | 0.000% | |
7/27/2023 | Next Capital Management LLC | 66,704 | $690K | 0.3% | -25.6% | 0.000% | |
7/27/2023 | Mackay Shields LLC | 561,758 | $5.81M | 0.2% | -12.0% | 0.000% | |
7/25/2023 | Raymond James & Associates | 17,779 | $184K | 0.0% | -22.0% | 0.000% | |
7/25/2023 | Mathes Company Inc. | 54,000 | $559K | 0.2% | N/A | 0.000% | |
7/25/2023 | Onyx Bridge Wealth Group LLC | 10,186 | $105K | 0.0% | -10.3% | 0.000% | |
7/21/2023 | RMR Wealth Builders | 66,383 | $689K | 0.1% | +81.4% | 0.000% | |
7/17/2023 | Naples Global Advisors LLC | 20,050 | $208K | 0.0% | -18.7% | 0.000% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 12,781 | $132K | 0.0% | N/A | 0.000% | |
5/16/2023 | Family Management Corp | 32,949 | $348K | 0.1% | -62.0% | 0.000% | |
5/12/2023 | HighTower Advisors LLC | 430,094 | $4.55M | 0.0% | -0.3% | 0.000% | |
5/11/2023 | Karpus Management Inc. | 15,020,233 | $158.76M | 5.0% | +6.5% | 0.000% | |
5/11/2023 | Frisch Financial Group Inc. | 363,694 | $3.84M | 1.5% | -1.0% | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 534,332 | $5.65M | 0.0% | +16.4% | 0.000% | |
5/10/2023 | Landscape Capital Management L.L.C. | 26,259 | $278K | 0.0% | -38.4% | 0.000% | |
5/10/2023 | WealthPLAN Partners LLC | 3,838 | $41K | 0.0% | N/A | 0.000% | |
5/10/2023 | Robinson Capital Management LLC | 158,705 | $1.65M | 0.8% | -2.8% | 0.000% | |
5/9/2023 | Wealthspire Advisors LLC | 23,636 | $250K | 0.0% | -44.2% | 0.000% | |
5/9/2023 | Tortoise Investment Management LLC | 125,159 | $1.32M | 0.2% | -12.8% | 0.000% | |
4/28/2023 | Avantax Advisory Services Inc. | 123,880 | $1.31M | 0.0% | +7.0% | 0.000% | |
4/27/2023 | Mackay Shields LLC | 638,062 | $6.74M | 0.2% | -17.7% | 0.000% | |
4/25/2023 | NorthCrest Asset Manangement LLC | 14,249 | $151K | 0.0% | N/A | 0.000% | |
4/25/2023 | Geneos Wealth Management Inc. | 10,000 | $106K | 0.0% | N/A | 0.000% | |
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4/24/2023 | Penserra Capital Management LLC | 533,609 | $5.64M | 0.1% | N/A | 0.000% | |
4/20/2023 | Hennion & Walsh Asset Management Inc. | 793,834 | $8.39M | 0.5% | +13.1% | 0.000% | |
4/17/2023 | GPS Wealth Strategies Group LLC | 6,290 | $66K | 0.0% | N/A | 0.000% | |
4/17/2023 | Naples Global Advisors LLC | 24,650 | $261K | 0.0% | +20.2% | 0.000% | |
4/14/2023 | Dakota Wealth Management | 382,495 | $4.04M | 0.3% | +5.7% | 0.000% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 26,925 | $285K | 0.0% | +13.2% | 0.000% | |
4/11/2023 | RMR Wealth Builders | 36,595 | $388K | 0.1% | N/A | 0.000% | |
3/6/2023 | Rockefeller Capital Management L.P. | 37,973 | $389K | 0.0% | -14.3% | 0.000% | |
2/15/2023 | Almitas Capital LLC | 126,972 | $1.30M | 0.6% | N/A | 0.000% | |
2/14/2023 | Family Management Corp | 86,660 | $889K | 0.2% | +65.1% | 0.000% | |