2/3/2023 | Blue Bell Private Wealth Management LLC | 1,209,226 | $17.58M | 5.8% | +7.1% | 0.000% |  |
2/3/2023 | Shaker Financial Services LLC | 408,214 | $5.94M | 2.8% | -11.5% | 0.000% |  |
2/3/2023 | Dubuque Bank & Trust Co. | 524,237 | $7.62M | 1.0% | -17.3% | 0.000% |  |
2/3/2023 | 9258 Wealth Management LLC | 60,131 | $0.87M | 0.2% | -3.0% | 0.000% |  |
2/2/2023 | Raymond James Trust N.A. | 34,465 | $0.50M | 0.0% | -10.1% | 0.000% |  |
2/1/2023 | Bank of Montreal Can | 17,808 | $0.31M | 0.0% | N/A | 0.000% |  |
2/1/2023 | Wolverine Asset Management LLC | 203,854 | $2.96M | 0.0% | +30.6% | 0.000% |  |
2/1/2023 | Janney Montgomery Scott LLC | 36,958 | $0.54M | 0.0% | +22.1% | 0.000% |  |
1/31/2023 | Kestra Advisory Services LLC | 198,575 | $2.89M | 0.0% | -12.2% | 0.000% |  |
1/31/2023 | Waterfront Wealth Inc. | 336,900 | $5.21M | 1.8% | +5.2% | 0.000% |  |
1/30/2023 | International Assets Investment Management LLC | 58,665 | $0.85M | 0.1% | +265.5% | 0.000% |  |
1/25/2023 | MGO One Seven LLC | 11,574 | $0.17M | 0.0% | +6.2% | 0.010% |  |
1/25/2023 | Fifth Third Bancorp | 69,029 | $1M | 0.0% | -12.8% | 0.062% |  |
1/24/2023 | International Assets Investment Management LLC | 22,731 | $0.33M | 0.1% | +41.6% | 0.020% |  |
1/24/2023 | Koshinski Asset Management Inc. | 57,299 | $0.83M | 0.1% | N/A | 0.052% |  |
1/24/2023 | Park Avenue Securities LLC | 22,278 | $0.32M | 0.0% | +7.8% | 0.020% |  |
1/24/2023 | Occidental Asset Management LLC | 10,328 | $0.15M | 0.0% | N/A | 0.000% |  |
1/23/2023 | Allspring Global Investments Holdings LLC | 1,418,732 | $20.63M | 0.0% | +75.8% | 1.278% |  |
1/19/2023 | Sage Capital Advisors llc | 22,781 | $0.33M | 0.1% | +5.2% | 0.021% |  |
1/19/2023 | WJ Interests LLC | 5,430 | $79K | 0.1% | N/A | 0.005% |  |
1/18/2023 | Romano Brothers AND Company | 4,200 | $61K | 0.0% | N/A | 0.004% |  |
1/17/2023 | Diversified Trust Co | 88,015 | $1.28M | 0.1% | +6.0% | 0.079% |  |
1/17/2023 | Connecticut Wealth Management LLC | 10,621 | $0.15M | 0.0% | N/A | 0.000% |  |
1/13/2023 | Merit Financial Group LLC | 48,150 | $0.70M | 0.0% | +2.0% | 0.043% |  |
1/13/2023 | Uncommon Cents Investing LLC | 200,112 | $2.91M | 1.1% | +5.8% | 0.180% |  |
1/13/2023 | Piershale Financial Group Inc. | 1,910 | $28K | 0.0% | N/A | 0.002% |  |
1/11/2023 | Stolper Co | 103,481 | $1.51M | 0.7% | -18.5% | 0.093% |  |
1/11/2023 | RB Capital Management LLC | 174,088 | $2.53M | 0.9% | +7.8% | 0.157% |  |
1/9/2023 | MinichMacGregor Wealth Management LLC | 132,795 | $0.31M | 0.1% | +9.8% | 0.120% |  |
1/6/2023 | Massmutual Trust Co. FSB ADV | 52,235 | $0.76M | 0.0% | N/A | 0.047% |  |
11/15/2022 | Thrivent Financial for Lutherans | 10,873 | $0.16M | 0.0% | -52.5% | 0.010% |  |
11/15/2022 | FCA Corp TX | 194,364 | $2.83M | 1.2% | +1.7% | 0.175% |  |
11/15/2022 | Carolinas Wealth Consulting LLC | 9,860 | $0.14M | 0.0% | +137.0% | 0.009% |  |
11/15/2022 | Clough Capital Partners L P | 204,500 | $2.98M | 0.3% | N/A | 0.184% |  |
11/15/2022 | Commonwealth Equity Services LLC | 268,752 | $3.92M | 0.0% | +76.8% | 0.242% |  |
11/15/2022 | 1607 Capital Partners LLC | 2,506,340 | $36.52M | 2.8% | +1.7% | 2.258% |  |
11/14/2022 | Royal Bank of Canada | 354,916 | $5.17M | 0.0% | -19.8% | 0.320% |  |
11/14/2022 | Guggenheim Capital LLC | 32,409 | $0.47M | 0.0% | -27.9% | 0.029% |  |
11/14/2022 | Thomas J. Herzfeld Advisors Inc. | 2,106 | $31K | 0.0% | -98.6% | 0.002% |  |
11/10/2022 | City of London Investment Management Co. Ltd. | 254,183 | $3.70M | 0.3% | +22.0% | 0.229% |  |
11/10/2022 | Cornerstone Advisors LLC | 886,646 | $12.92M | 0.6% | -10.7% | 0.799% |  |
11/10/2022 | Wolverine Asset Management LLC | 156,068 | $2.27M | 0.0% | +430.9% | 0.141% |  |
11/10/2022 | UBS Group AG | 52,130 | $0.76M | 0.0% | +4.6% | 0.047% |  |
11/9/2022 | Shaker Financial Services LLC | 461,177 | $6.72M | 3.3% | +7.1% | 0.416% |  |
11/9/2022 | Blue Bell Private Wealth Management LLC | 1,129,541 | $16.46M | 5.9% | +1.2% | 1.018% |  |
11/8/2022 | 9258 Wealth Management LLC | 61,987 | $0.90M | 0.2% | -5.3% | 0.056% |  |
11/8/2022 | Confluence Wealth Services Inc. | 23,318 | $0.34M | 0.1% | -33.1% | 0.021% |  |
11/7/2022 | Roberts Glore & Co. Inc. IL | 58,706 | $0.86M | 0.3% | -3.1% | 0.053% |  |
11/7/2022 | D.A. Davidson & CO. | 138,699 | $2.02M | 0.0% | +2.2% | 0.125% |  |
11/4/2022 | Eudaimonia Partners LLC | 10,000 | $0.15M | 0.0% | N/A | 0.009% |  |
11/3/2022 | Creative Planning | 14,323 | $0.21M | 0.0% | -20.8% | 0.013% |  |
11/2/2022 | Landscape Capital Management L.L.C. | 46,467 | $0.68M | 0.1% | +90.6% | 0.042% |  |
11/2/2022 | Rockefeller Capital Management L.P. | 2,000 | $29K | 0.0% | -32.1% | 0.002% |  |
11/2/2022 | Dubuque Bank & Trust Co. | 633,587 | $9.23M | 1.3% | -3.5% | 0.571% |  |
11/2/2022 | Waterfront Wealth Inc. | 320,224 | $4.98M | 1.9% | +5.0% | 0.289% |  |
11/1/2022 | Kestra Advisory Services LLC | 226,095 | $3.29M | 0.0% | +1.8% | 0.204% |  |
11/1/2022 | Park Avenue Securities LLC | 20,675 | $0.30M | 0.0% | +13.3% | 0.019% |  |
10/31/2022 | Merit Financial Group LLC | 47,225 | $0.69M | 0.0% | -2.4% | 0.043% |  |
10/31/2022 | International Assets Investment Management LLC | 16,051 | $0.23M | 0.0% | +6.6% | 0.014% |  |
10/28/2022 | Benjamin F. Edwards & Company Inc. | 3,505 | $51K | 0.0% | N/A | 0.003% |  |
10/27/2022 | US Bancorp DE | 11,933 | $0.17M | 0.0% | +487.0% | 0.011% |  |
10/26/2022 | Allspring Global Investments Holdings LLC | 807,057 | $11.76M | 0.0% | +34.3% | 0.727% |  |
10/26/2022 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 158,172 | $2.30M | 0.2% | +139,875.2% | 0.143% |  |
10/25/2022 | Janney Montgomery Scott LLC | 30,277 | $0.44M | 0.0% | N/A | 0.027% |  |
10/25/2022 | Fifth Third Bancorp | 79,180 | $1.15M | 0.0% | -3.4% | 0.071% |  |
10/25/2022 | Hightower 6M Holding LLC | 84,320 | $1.23M | 0.1% | N/A | 0.076% |  |
10/25/2022 | Raymond James & Associates | 256,727 | $3.74M | 0.0% | +0.6% | 0.231% |  |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 537,210 | $7.83M | 0.0% | -3.4% | 0.484% |  |
10/24/2022 | RB Capital Management LLC | 161,563 | $2.38M | 0.9% | -1.7% | 0.146% |  |
10/18/2022 | Uncommon Cents Investing LLC | 189,098 | $2.76M | 1.2% | -0.5% | 0.170% |  |
10/17/2022 | Sage Capital Advisors llc | 21,659 | $0.32M | 0.2% | N/A | 0.020% |  |
10/14/2022 | Private Advisor Group LLC | 19,455 | $0.28M | 0.0% | -6.2% | 0.018% |  |
10/7/2022 | Stolper Co | 126,972 | $1.85M | 0.9% | +2.9% | 0.114% |  |
10/5/2022 | Capital Investment Advisors LLC | 61,774 | $0.90M | 0.0% | -7.8% | 0.056% |  |
10/4/2022 | Csenge Advisory Group | 14,232 | $0.21M | 0.0% | N/A | 0.013% |  |
8/23/2022 | Captrust Financial Advisors | 21,080 | $0.32M | 0.0% | N/A | 0.019% |  |
8/19/2022 | Walleye Capital LLC | 12,466 | $0.19M | 0.0% | -64.0% | 0.011% |  |
8/17/2022 | International Assets Investment Management LLC | 15,051 | $0.23M | 0.0% | N/A | 0.014% |  |
8/16/2022 | Captrust Financial Advisors | 21,080 | $0.32M | 0.0% | N/A | 0.019% |  |
8/16/2022 | Thrivent Financial for Lutherans | 22,873 | $0.35M | 0.0% | -45.9% | 0.021% |  |
8/16/2022 | Collaborative Wealth Managment Inc. | 18,065 | $0.28M | 0.2% | N/A | 0.016% |  |
8/15/2022 | Confluence Wealth Services Inc. | 34,874 | $0.59M | 0.3% | -1.6% | 0.031% |  |
8/15/2022 | Atria Wealth Solutions Inc. | 21,936 | $0.34M | 0.0% | -45.8% | 0.020% |  |
8/15/2022 | Bulldog Investors LLP | 364,137 | $5.59M | 1.5% | +2.6% | 0.328% |  |
8/13/2022 | Ronald Blue Trust Inc. | 19,468 | $0.36M | 0.0% | N/A | 0.018% |  |
8/13/2022 | Wells Fargo & Company MN | 251,822 | $3.86M | 0.0% | +1.7% | 0.227% |  |
8/12/2022 | LPL Financial LLC | 117,700 | $1.81M | 0.0% | +9.6% | 0.106% |  |
8/12/2022 | Roberts Glore & Co. Inc. IL | 60,589 | $0.93M | 0.3% | +13.4% | 0.055% |  |
8/11/2022 | Cetera Advisor Networks LLC | 120,347 | $1.85M | 0.0% | +158.8% | 0.108% |  |
8/11/2022 | NFC Investments LLC | 59,500 | $0.91M | 0.2% | -25.6% | 0.054% |  |
8/11/2022 | UBS Group AG | 49,823 | $0.76M | 0.0% | -18.8% | 0.045% |  |
8/11/2022 | Bank of Montreal Can | 36,503 | $0.68M | 0.0% | -45.3% | 0.033% |  |
8/10/2022 | Thomas J. Herzfeld Advisors Inc. | 150,426 | $2.31M | 1.0% | -9.1% | 0.136% |  |
8/9/2022 | SeaCrest Wealth Management LLC | 1,947 | $30K | 0.0% | N/A | 0.002% |  |
8/9/2022 | Lazard Asset Management LLC | 3,684,767 | $56.52M | 0.1% | +1.5% | 3.320% |  |
8/8/2022 | Advisors Asset Management Inc. | 154,687 | $2.37M | 0.0% | +16.7% | 0.139% |  |
8/8/2022 | Walleye Capital LLC | 12,466 | $0.19M | 0.0% | -64.0% | 0.011% |  |
8/8/2022 | Integrated Wealth Concepts LLC | 267,099 | $4.10M | 0.1% | +607.9% | 0.241% |  |
8/5/2022 | Landscape Capital Management L.L.C. | 24,381 | $0.37M | 0.1% | -16.8% | 0.022% |  |
8/4/2022 | Steward Partners Investment Advisory LLC | 6,033 | $93K | 0.0% | -62.1% | 0.005% |  |