5/14/2024 | Advisors Asset Management Inc. | 34,172 | $515K | 0.0% | -3.0% | 0.035% | |
5/14/2024 | Karpus Management Inc. | 76,555 | $1.15M | 0.0% | +86.7% | 0.079% | |
5/1/2024 | Matisse Capital | 170,000 | $2.56M | 1.2% | +9.7% | 0.175% | |
4/30/2024 | Allspring Global Investments Holdings LLC | 1,010,374 | $15.22M | 0.0% | -4.9% | 1.040% | |
4/26/2024 | Rocky Mountain Advisers LLC | 189,795 | $2.86M | 0.9% | +0.5% | 0.195% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 135,726 | $2.04M | 0.4% | +16.1% | 0.140% | |
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4/23/2024 | Nations Financial Group Inc. IA ADV | 15,665 | $236K | 0.0% | -6.0% | 0.016% | |
4/23/2024 | Sugarloaf Wealth Management LLC | 44,963 | $677K | 0.1% | -4.9% | 0.046% | |
4/22/2024 | Raymond James & Associates | 330,163 | $4.97M | 0.0% | -1.0% | 0.340% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 1,010,374 | $15.22M | 0.0% | -4.9% | 1.040% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 49,225 | $741K | 0.1% | +15.7% | 0.051% | |
4/10/2024 | Park Avenue Securities LLC | 87,564 | $1.32M | 0.0% | -2.2% | 0.090% | |
3/27/2024 | Nomura Holdings Inc. | 14,260 | $198K | 0.0% | N/A | 0.015% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 661,288 | $9.17M | 0.2% | +21.3% | 0.681% | |
3/1/2024 | Creekmur Asset Management LLC | 40,836 | $566K | 0.2% | N/A | 0.042% | |
2/15/2024 | Bulldog Investors LLP | 1,360,514 | $18.76M | 6.2% | +12.8% | 1.401% | |
2/13/2024 | Karpus Management Inc. | 41,003 | $569K | 0.0% | N/A | 0.042% | |
2/13/2024 | Quantedge Capital Pte Ltd | 135,403 | $1.88M | 0.9% | +1.7% | 0.139% | |
2/13/2024 | 1607 Capital Partners LLC | 192,445 | $2.67M | 0.2% | +25.5% | 0.198% | |
2/12/2024 | Roundview Capital LLC | 30,401 | $422K | 0.0% | -2.5% | 0.031% | |
2/9/2024 | Nemes Rush Group LLC | 3,609 | $50K | 0.0% | N/A | 0.004% | |
2/9/2024 | D.A. Davidson & CO. | 83,030 | $1.15M | 0.0% | -5.3% | 0.085% | |
2/8/2024 | Level Four Advisory Services LLC | 18,198 | $252K | 0.0% | +6.7% | 0.019% | |
2/8/2024 | Matisse Capital | 155,000 | $2.15M | 1.1% | N/A | 0.160% | |
2/7/2024 | Shaker Financial Services LLC | 618,768 | $8.58M | 3.5% | +1.1% | 0.637% | |
2/7/2024 | Principal Securities Inc. | 9,617 | $133K | 0.0% | N/A | 0.010% | |
2/6/2024 | Private Advisor Group LLC | 11,863 | $165K | 0.0% | -36.4% | 0.012% | |
2/6/2024 | Connecticut Wealth Management LLC | 10,128 | $140K | 0.0% | N/A | 0.010% | |
2/1/2024 | Wolverine Asset Management LLC | 222,011 | $3.08M | 0.0% | -6.8% | 0.229% | |
1/29/2024 | Baystate Wealth Management LLC | 7,000 | $97K | 0.0% | N/A | 0.007% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 1,062,120 | $14.73M | 0.0% | +32.3% | 1.094% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 116,869 | $1.62M | 0.4% | -1.3% | 0.120% | |
1/24/2024 | Rocky Mountain Advisers LLC | 188,935 | $2.62M | 0.9% | +0.5% | 0.195% | |
1/24/2024 | Stratos Wealth Partners LTD. | 16,994 | $236K | 0.0% | -18.4% | 0.017% | |
1/24/2024 | Highlander Capital Management LLC | 20,926 | $290K | 0.1% | -9.8% | 0.022% | |
1/24/2024 | Clear Creek Financial Management LLC | 48,700 | $675K | 0.1% | -4.9% | 0.050% | |
1/22/2024 | Alta Capital Management LLC | 31,211 | $433K | 0.0% | N/A | 0.032% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 50,698 | $703K | 0.0% | -25.0% | 0.052% | |
1/16/2024 | Raymond James & Associates | 333,526 | $4.63M | 0.0% | -2.2% | 0.343% | |
1/10/2024 | Sugarloaf Wealth Management LLC | 47,279 | $656K | 0.1% | +5.2% | 0.049% | |
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1/10/2024 | Integrated Capital Management Inc. | 11,815 | $164K | 0.1% | -6.2% | 0.012% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 545,138 | $7.08M | 0.2% | -20.3% | 0.561% | |
11/15/2023 | 1607 Capital Partners LLC | 153,303 | $1.99M | 0.1% | +13.1% | 0.158% | |
11/15/2023 | Advisors Asset Management Inc. | 36,762 | $477K | 0.0% | -35.2% | 0.038% | |
11/14/2023 | AQR Arbitrage LLC | 175,102 | $2.27M | 0.1% | +111.1% | 0.180% | |
11/14/2023 | Roundview Capital LLC | 31,165 | $405K | 0.0% | -3.3% | 0.032% | |
11/14/2023 | Thomas J. Herzfeld Advisors Inc. | 440,608 | $5.72M | 2.2% | -6.5% | 0.454% | |
11/13/2023 | Quantedge Capital Pte Ltd | 133,103 | $1.73M | 0.9% | +1.1% | 0.137% | |
11/13/2023 | Wolverine Asset Management LLC | 238,266 | $3.09M | 0.0% | +17.7% | 0.245% | |
11/8/2023 | HighTower Advisors LLC | 102,875 | $1.34M | 0.0% | -7.7% | 0.106% | |
11/8/2023 | Janney Montgomery Scott LLC | 14,323 | $186K | 0.0% | -9.5% | 0.015% | |
11/8/2023 | Atria Wealth Solutions Inc. | 210,141 | $2.73M | 0.0% | -1.8% | 0.216% | |
11/8/2023 | Landscape Capital Management L.L.C. | 10,518 | $137K | 0.0% | -21.2% | 0.011% | |
11/8/2023 | Oppenheimer & Co. Inc. | 73,432 | $953K | 0.0% | -2.8% | 0.076% | |
11/7/2023 | Atlas Wealth LLC | 3,425,252 | $44.46M | 8.3% | -0.2% | 3.526% | |
11/4/2023 | NBC Securities Inc. | 9,310 | $120K | 0.0% | N/A | 0.010% | |
11/2/2023 | Shaker Financial Services LLC | 612,125 | $7.95M | 3.7% | +3.2% | 0.630% | |
10/31/2023 | Rocky Mountain Advisers LLC | 188,072 | $2.44M | 1.2% | +0.9% | 0.194% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 118,407 | $1.54M | 0.4% | -2.0% | 0.122% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 802,982 | $10.42M | 0.0% | +34.8% | 0.827% | |
10/26/2023 | Punch & Associates Investment Management Inc. | 379,386 | $4.92M | 0.3% | -3.7% | 0.391% | |
10/26/2023 | Park Avenue Securities LLC | 94,807 | $1.23M | 0.0% | -3.0% | 0.098% | |
10/26/2023 | Advisor Partners II LLC | 326,013 | $4.23M | 0.2% | N/A | 0.336% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 67,599 | $877K | 0.0% | +2.3% | 0.070% | |
10/24/2023 | Raymond James & Associates | 340,892 | $4.43M | 0.0% | +1.5% | 0.351% | |
10/17/2023 | Flagship Harbor Advisors LLC | 227,503 | $2.95M | 0.2% | -6.2% | 0.234% | |
10/11/2023 | CWM LLC | 5,415 | $70K | 0.0% | +1,990.7% | 0.006% | |
8/16/2023 | Thomas J. Herzfeld Advisors Inc. | 471,096 | $6.26M | 2.5% | +8.7% | 0.484% | |
8/15/2023 | Bulldog Investors LLP | 1,097,043 | $14.57M | 4.8% | +0.6% | 1.127% | |
8/14/2023 | CSS LLC IL | 585,898 | $7.78M | 0.5% | +0.9% | 0.602% | |
8/11/2023 | Almitas Capital LLC | 132,881 | $1.82M | 0.8% | +12.9% | 0.137% | |
8/11/2023 | Landscape Capital Management L.L.C. | 13,355 | $177K | 0.0% | -17.3% | 0.014% | |
8/11/2023 | D.A. Davidson & CO. | 87,918 | $1.17M | 0.0% | -1.3% | 0.090% | |
8/10/2023 | Private Advisor Group LLC | 18,639 | $248K | 0.0% | +18.9% | 0.019% | |
8/9/2023 | Kingswood Wealth Advisors LLC | 42,550 | $565K | 0.2% | N/A | 0.044% | |
8/8/2023 | Blue Bell Private Wealth Management LLC | 120,838 | $1.61M | 0.4% | +6.6% | 0.124% | |
8/8/2023 | Ieq Capital LLC | 10,259 | $136K | 0.0% | N/A | 0.011% | |
8/7/2023 | Wolverine Asset Management LLC | 202,409 | $2.69M | 0.0% | +16.6% | 0.208% | |
8/7/2023 | Shaker Financial Services LLC | 593,426 | $7.88M | 3.4% | -8.9% | 0.610% | |
8/4/2023 | Envestnet Asset Management Inc. | 94,442 | $1.25M | 0.0% | -11.9% | 0.097% | |
8/3/2023 | Atria Wealth Solutions Inc. | 213,925 | $2.84M | 0.0% | -1.2% | 0.220% | |
8/3/2023 | Oppenheimer & Co. Inc. | 75,532 | $1.00M | 0.0% | -4.4% | 0.078% | |
8/1/2023 | Wealthspire Advisors LLC | 14,678 | $195K | 0.0% | N/A | 0.015% | |
7/31/2023 | LPL Financial LLC | 61,212 | $813K | 0.0% | -2.9% | 0.063% | |
7/31/2023 | Integrated Capital Management Inc. | 13,011 | $173K | 0.2% | N/A | 0.013% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 684,060 | $9.08M | 0.2% | +1.7% | 0.703% | |
7/26/2023 | Janney Montgomery Scott LLC | 15,823 | $210K | 0.0% | -11.2% | 0.016% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 66,077 | $878K | 0.0% | -1.5% | 0.068% | |
7/25/2023 | Raymond James & Associates | 335,904 | $4.46M | 0.0% | -2.0% | 0.345% | |
7/24/2023 | Allspring Global Investments Holdings LLC | 595,840 | $7.91M | 0.0% | -0.9% | 0.612% | |
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7/21/2023 | Creative Planning | 13,664 | $181K | 0.0% | -18.9% | 0.014% | |
7/19/2023 | Eudaimonia Partners LLC | 59,906 | $796K | 0.2% | +2.8% | 0.062% | |
7/18/2023 | Allspring Global Investments Holdings LLC | 595,840 | $7.91M | 0.0% | -0.9% | 0.612% | |
7/17/2023 | Clear Creek Financial Management LLC | 51,200 | $680K | 0.1% | +59.5% | 0.053% | |
7/14/2023 | Park Avenue Securities LLC | 97,703 | $1.30M | 0.0% | -14.4% | 0.100% | |
7/13/2023 | Sugarloaf Wealth Management LLC | 44,939 | $597K | 0.1% | -12.2% | 0.046% | |
7/11/2023 | Flagship Harbor Advisors LLC | 242,591 | $3.22M | 0.3% | +31.4% | 0.249% | |
7/10/2023 | Level Four Advisory Services LLC | 14,479 | $192K | 0.0% | +9.0% | 0.015% | |
6/5/2023 | Level Four Advisory Services LLC | 13,284 | $163K | 0.0% | N/A | 0.014% | |
5/24/2023 | Old North State Trust LLC | 6,400 | $79K | 0.1% | N/A | 0.007% | |