5/1/2024 | Matisse Capital | 328,504 | $1.90M | 0.9% | +22.3% | 0.000% | |
4/24/2024 | Ackerman Capital Advisors LLC | 269,098 | $1.55M | 0.4% | +5.6% | 0.000% | |
4/23/2024 | Summit Trail Advisors LLC | 11,136 | $64K | 0.0% | -18.2% | 0.000% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 465,267 | $2.69M | 0.1% | -9.6% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 13,888 | $81K | 0.0% | N/A | 0.000% | |
2/29/2024 | Tortoise Investment Management LLC | 14,310 | $83K | 0.0% | +218.0% | 0.000% | |
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2/14/2024 | Vivaldi Capital Management LP | 60,413 | $347K | 0.1% | -13.9% | 0.000% | |
2/12/2024 | Evoke Wealth LLC | 92,973 | $541K | 0.0% | -8.1% | 0.000% | |
2/9/2024 | D.A. Davidson & CO. | 12,553 | $73K | 0.0% | +21.7% | 0.000% | |
2/8/2024 | Tortoise Investment Management LLC | 14,310 | $83K | 0.0% | +218.0% | 0.000% | |
2/8/2024 | Matisse Capital | 268,583 | $1.56M | 0.8% | +1,442.9% | 0.000% | |
2/8/2024 | Fiera Capital Corp | 656,109 | $3.81M | 0.0% | N/A | 0.000% | |
2/6/2024 | Summit Trail Advisors LLC | 13,612 | $79K | 0.0% | N/A | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 108,294 | $628K | 0.0% | -9.8% | 0.000% | |
1/26/2024 | Williams & Novak LLC | 238,311 | $1.38M | 1.6% | N/A | 0.000% | |
1/19/2024 | Ackerman Capital Advisors LLC | 254,763 | $1.48M | 0.4% | +33.2% | 0.000% | |
1/16/2024 | Simon Quick Advisors LLC | 14,410 | $84K | 0.0% | N/A | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 29,403 | $171K | 0.0% | -54.4% | 0.000% | |
1/16/2024 | Raymond James & Associates | 39,500 | $229K | 0.0% | +5.3% | 0.000% | |
1/11/2024 | Moody National Bank Trust Division | 12,745 | $74K | 0.0% | N/A | 0.000% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 238,311 | $1.38M | 0.1% | N/A | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 701,956 | $3.52M | 0.1% | +4.9% | 0.000% | |
11/14/2023 | AQR Arbitrage LLC | 37,573 | $189K | 0.0% | N/A | 0.000% | |
11/13/2023 | Bramshill Investments LLC | 25,000 | $126K | 0.0% | N/A | 0.000% | |
11/13/2023 | Wolverine Asset Management LLC | 120,048 | $603K | 0.0% | +24.8% | 0.000% | |
11/9/2023 | Karpus Management Inc. | 18,857 | $95K | 0.0% | N/A | 0.000% | |
10/30/2023 | Ackerman Capital Advisors LLC | 191,211 | $960K | 0.3% | +28.9% | 0.000% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 460,089 | $2.31M | 0.1% | +23.2% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 64,449 | $324K | 0.0% | +3.8% | 0.000% | |
10/24/2023 | Raymond James & Associates | 37,500 | $188K | 0.0% | N/A | 0.000% | |
10/24/2023 | Kingswood Wealth Advisors LLC | 50,645 | $254K | 0.1% | N/A | 0.000% | |
10/13/2023 | Matisse Capital | 17,408 | $87K | 0.1% | N/A | 0.000% | |
8/15/2023 | Rivernorth Capital Management LLC | 1,062,768 | $6.32M | 0.3% | +25.8% | 0.000% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 19,246 | $115K | 0.0% | N/A | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 550,140 | $3.27M | 0.0% | +0.8% | 0.000% | |
8/10/2023 | Sit Investment Associates Inc. | 8,352 | $50K | 0.0% | N/A | 0.000% | |
8/9/2023 | Robinson Capital Management LLC | 480,226 | $2.88M | 1.3% | +398.0% | 0.000% | |
8/7/2023 | Wolverine Asset Management LLC | 96,229 | $573K | 0.0% | +187.1% | 0.000% | |
8/7/2023 | Tortoise Investment Management LLC | 4,500 | $27K | 0.0% | -40.0% | 0.000% | |
8/3/2023 | Atria Wealth Solutions Inc. | 19,762 | $118K | 0.0% | -81.5% | 0.000% | |
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7/25/2023 | Raymond James Financial Services Advisors Inc. | 62,097 | $369K | 0.0% | -6.3% | 0.000% | |
7/21/2023 | Ackerman Capital Advisors LLC | 148,393 | $883K | 0.2% | +5.3% | 0.000% | |
7/14/2023 | Cornerstone Wealth Management LLC | 47,492 | $283K | 0.0% | N/A | 0.000% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 58,379 | $347K | 0.0% | +9.0% | 0.000% | |
5/12/2023 | Core Wealth Partners LLC | 90,768 | $563K | 0.6% | N/A | 0.000% | |
5/11/2023 | Ackerman Capital Advisors LLC | 140,893 | $874K | 0.2% | N/A | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 545,646 | $3.38M | 0.0% | +5.4% | 0.000% | |
5/10/2023 | Robinson Capital Management LLC | 96,430 | $585K | 0.3% | N/A | 0.000% | |
5/9/2023 | Tortoise Investment Management LLC | 7,500 | $46K | 0.0% | N/A | 0.000% | |
5/8/2023 | Wolverine Asset Management LLC | 33,520 | $208K | 0.0% | N/A | 0.000% | |
5/8/2023 | Evoke Wealth LLC | 99,940 | $622K | 0.0% | +7.7% | 0.000% | |
5/3/2023 | Integrated Wealth Concepts LLC | 47,144 | $292K | 0.0% | N/A | 0.000% | |
4/20/2023 | Hennion & Walsh Asset Management Inc. | 308,993 | $1.92M | 0.1% | +24.2% | 0.000% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 66,297 | $411K | 0.0% | +55.9% | 0.000% | |
2/13/2023 | Advisors Asset Management Inc. | 618,809 | $4.20M | 0.1% | +28.9% | 0.000% | |
2/10/2023 | Evoke Wealth LLC | 92,800 | $633K | 0.0% | -5.5% | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 42,531 | $289K | 0.0% | +6.5% | 0.000% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 68,866 | $468K | 0.0% | -5.3% | 0.000% | |
2/7/2023 | Hollencrest Capital Management | 10,800 | $73K | 0.0% | N/A | 0.000% | |
11/14/2022 | Laurel Wealth Advisors Inc. | 51,222 | $328K | 0.0% | +6.2% | 0.000% | |
11/14/2022 | Guggenheim Capital LLC | 545,189 | $3.49M | 0.0% | -4.3% | 0.000% | |
11/14/2022 | Hennion & Walsh Asset Management Inc. | 249,746 | $1.60M | 0.1% | +52.7% | 0.000% | |
11/8/2022 | Advisors Asset Management Inc. | 480,030 | $3.07M | 0.1% | +26.6% | 0.000% | |
11/8/2022 | AlphaCentric Advisors LLC | 14,000 | $90K | 0.1% | N/A | 0.000% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 72,687 | $465K | 0.0% | -14.2% | 0.000% | |
8/15/2022 | Laurel Wealth Advisors Inc. | 48,211 | $331K | 0.0% | N/A | 0.000% | |
8/11/2022 | Apollon Wealth Management LLC | 44,325 | $304K | 0.0% | -49.8% | 0.000% | |
8/8/2022 | Advisors Asset Management Inc. | 379,310 | $2.60M | 0.0% | +52.0% | 0.000% | |
7/26/2022 | Woodward Diversified Capital LLC | 10,040 | $69K | 0.1% | N/A | 0.000% | |
7/19/2022 | Commonwealth Equity Services LLC | 40,122 | $275K | 0.0% | +115.4% | 0.000% | |
7/19/2022 | Hennion & Walsh Asset Management Inc. | 163,517 | $1.12M | 0.1% | +25.9% | 0.000% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 84,720 | $581K | 0.0% | +7.5% | 0.000% | |
5/10/2022 | Evoke Wealth LLC | 98,200 | $747K | 0.0% | +6.6% | 0.000% | |
5/5/2022 | First Foundation Advisors | 15,622 | $118K | 0.0% | N/A | 0.000% | |
5/4/2022 | Advisor Group Holdings Inc. | 65,940 | $499K | 0.0% | +10.0% | 0.000% | |
5/4/2022 | Commonwealth Equity Services LLC | 18,629 | $141K | 0.0% | -11.2% | 0.000% | |
4/26/2022 | Hennion & Walsh Asset Management Inc. | 129,866 | $983K | 0.1% | +85.5% | 0.000% | |
4/19/2022 | Ackerman Capital Advisors LLC | 33,201 | $251K | 0.1% | +21.0% | 0.000% | |
2/16/2022 | Ackerman Capital Advisors LLC | 27,432 | $256K | 0.1% | -76.0% | 0.000% | |
2/14/2022 | Guggenheim Capital LLC | 652,421 | $6.10M | 0.0% | -1.6% | 0.000% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 81,855 | $765K | 0.0% | -5.3% | 0.000% | |
2/3/2022 | Advisor Group Holdings Inc. | 59,940 | $560K | 0.0% | +8.6% | 0.000% | |
2/3/2022 | Northwestern Mutual Wealth Management Co. | 6,238 | $59K | 0.0% | +47.2% | 0.000% | |
1/31/2022 | D.A. Davidson & CO. | 12,073 | $113K | 0.0% | -12.4% | 0.000% | |
11/16/2021 | UBS Group AG | 371,297 | $3.58M | 0.0% | +9.2% | 0.000% | |
11/15/2021 | Guggenheim Capital LLC | 662,897 | $6.38M | 0.0% | +13.3% | 0.000% | |
11/15/2021 | Evoke Wealth LLC | 92,100 | $889K | 0.0% | +9.8% | 0.000% | |
11/5/2021 | Advisor Group Holdings Inc. | 55,200 | $532K | 0.0% | -13.6% | 0.000% | |
11/3/2021 | Ackerman Capital Advisors LLC | 114,423 | $1.10M | 0.3% | -28.8% | 0.000% | |
11/2/2021 | Raymond James Financial Services Advisors Inc. | 23,325 | $225K | 0.0% | -16.5% | 0.000% | |
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11/2/2021 | Cambridge Investment Research Advisors Inc. | 86,410 | $832K | 0.0% | -3.6% | 0.000% | |
11/1/2021 | Whittier Trust Co. | 12,107 | $117K | 0.0% | -25.3% | 0.000% | |
10/29/2021 | Commonwealth Equity Services LLC | 20,985 | $202K | 0.0% | +7.5% | 0.000% | |
10/7/2021 | Pure Financial Advisors Inc. | 19,387 | $187K | 0.0% | -8.0% | 0.000% | |
8/16/2021 | Morgan Stanley | 345,327 | $3.32M | 0.0% | +2.2% | 0.000% | |
8/16/2021 | Goldman Sachs Group Inc. | 16,953 | $163K | 0.0% | N/A | 0.000% | |
8/13/2021 | LPL Financial LLC | 18,447 | $177K | 0.0% | +28.6% | 0.000% | |
8/13/2021 | Liberty Wealth Management LLC | 40,172 | $4.18M | 0.1% | N/A | 0.000% | |
8/13/2021 | Northwestern Mutual Wealth Management Co. | 5,484 | $53K | 0.0% | +41.8% | 0.000% | |
8/12/2021 | Tempus Wealth Planning LLC | 13,577 | $131K | 0.1% | N/A | 0.000% | |