2/15/2024 | Comerica Bank | 16,552 | $0.30M | 0.0% | -3.9% | 0.000% | |
2/14/2024 | Royal Bank of Canada | 268,079 | $4.90M | 0.0% | -2.8% | 0.000% | |
2/13/2024 | Envestnet Asset Management Inc. | 60,762 | $1.11M | 0.0% | -4.6% | 0.000% | |
2/13/2024 | Karpus Management Inc. | 249,758 | $4.56M | 0.1% | -11.7% | 0.000% | |
2/9/2024 | Certified Advisory Corp | 10,419 | $0.19M | 0.0% | N/A | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 559,181 | $10.22M | 0.0% | -0.5% | 0.000% | |
2/9/2024 | UBS Group AG | 277,151 | $5.06M | 0.0% | -1.3% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 28,002 | $0.51M | 0.0% | -3.8% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 191,154 | $3.49M | 1.4% | +450.6% | 0.000% | |
2/7/2024 | Principal Securities Inc. | 1,768 | $32K | 0.0% | N/A | 0.000% | |
2/6/2024 | 9258 Wealth Management LLC | 47,256 | $0.86M | 0.2% | -3.0% | 0.000% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 12,253 | $0.22M | 0.0% | +12.9% | 0.000% | |
2/5/2024 | Kestra Private Wealth Services LLC | 17,708 | $0.32M | 0.0% | +3.3% | 0.000% | |
2/2/2024 | Truist Financial Corp | 29,069 | $0.53M | 0.0% | -2.3% | 0.000% | |
2/1/2024 | CWM LLC | 22,377 | $0.41M | 0.0% | +247.7% | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 11,885 | $0.22M | 0.0% | -18.3% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 217,131 | $3.97M | 0.0% | +1,391.9% | 0.000% | |
1/22/2024 | Buttonwood Financial Advisors Inc. | 11,569 | $0.21M | 0.1% | -16.0% | 0.000% | |
1/22/2024 | Opal Wealth Advisors LLC | 32,232 | $0.59M | 0.2% | -6.5% | 0.000% | |
1/16/2024 | Raymond James & Associates | 215,597 | $3.94M | 0.0% | -9.6% | 0.000% | |
1/11/2024 | Edmonds Duncan Registered Investment Advisors LLC | 69,052 | $1.26M | 0.3% | -1.4% | 0.000% | |
1/11/2024 | Raymond James Trust N.A. | 15,307 | $0.28M | 0.0% | -12.7% | 0.000% | |
1/10/2024 | North Star Investment Management Corp. | 172,847 | $3.16M | 0.2% | -14.2% | 0.000% | |
11/21/2023 | Comerica Bank | 17,227 | $0.30M | 0.0% | N/A | 0.000% | |
11/16/2023 | Morgan Stanley | 1,466,905 | $25.33M | 0.0% | +1.1% | 0.000% | |
11/15/2023 | Integrated Wealth Concepts LLC | 91,467 | $1.58M | 0.0% | -7.5% | 0.000% | |
11/15/2023 | Royal Bank of Canada | 275,927 | $4.77M | 0.0% | +1.6% | 0.000% | |
11/15/2023 | Ameriprise Financial Inc. | 30,187 | $0.52M | 0.0% | -17.0% | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 235,372 | $4.07M | 0.1% | +3.8% | 0.000% | |
11/13/2023 | LPL Financial LLC | 67,018 | $1.16M | 0.0% | +19.4% | 0.000% | |
11/13/2023 | Invesco Ltd. | 254,431 | $4.39M | 0.0% | +0.9% | 0.000% | |
11/9/2023 | Karpus Management Inc. | 282,870 | $4.89M | 0.2% | -9.8% | 0.000% | |
11/9/2023 | UBS Group AG | 280,793 | $4.85M | 0.0% | +5.0% | 0.000% | |
11/8/2023 | 9258 Wealth Management LLC | 48,735 | $0.84M | 0.2% | -1.8% | 0.000% | |
11/2/2023 | Shaker Financial Services LLC | 34,718 | $0.60M | 0.3% | -77.3% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 77,320 | $1.34M | 0.0% | +2.8% | 0.000% | |
10/24/2023 | Raymond James & Associates | 238,376 | $4.12M | 0.0% | -2.8% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 44,641 | $0.77M | 0.0% | +22.0% | 0.000% | |
10/18/2023 | Opal Wealth Advisors LLC | 34,457 | $0.60M | 0.3% | -8.8% | 0.000% | |
10/16/2023 | Exeter Financial LLC | 529,388 | $9.14M | 4.8% | +0.1% | 0.000% | |
8/21/2023 | Osaic Holdings Inc. | 67,814 | $1.19M | 0.0% | -3.8% | 0.000% | |
8/15/2023 | Wells Fargo & Company MN | 500,119 | $8.77M | 0.0% | +22.6% | 0.000% | |
8/15/2023 | Integrated Wealth Concepts LLC | 98,834 | $1.73M | 0.0% | -9.5% | 0.000% | |
8/15/2023 | Raymond James Trust N.A. | 24,669 | $0.43M | 0.0% | +39.8% | 0.000% | |
8/15/2023 | Rockefeller Capital Management L.P. | 12,177 | $0.21M | 0.0% | -10.9% | 0.000% | |
8/15/2023 | Stifel Financial Corp | 10,864 | $0.19M | 0.0% | N/A | 0.000% | |
8/11/2023 | Cornerstone Advisors LLC | 29,985 | $0.53M | 0.0% | N/A | 0.000% | |
8/11/2023 | Karpus Management Inc. | 313,724 | $5.50M | 0.2% | +11.2% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 204,330 | $3.58M | 0.0% | +42.1% | 0.000% | |
8/11/2023 | PNC Financial Services Group Inc. | 12,243 | $0.22M | 0.0% | +59.8% | 0.000% | |
8/10/2023 | Osaic Holdings Inc. | 67,814 | $1.19M | 0.0% | -3.8% | 0.000% | |
8/10/2023 | Commonwealth Equity Services LLC | 36,578 | $0.64M | 0.0% | +3.0% | 0.000% | |
8/8/2023 | 9258 Wealth Management LLC | 49,640 | $0.87M | 0.2% | -9.0% | 0.000% | |
8/7/2023 | Shaker Financial Services LLC | 152,780 | $2.68M | 1.2% | -56.7% | 0.000% | |
8/2/2023 | North Star Investment Management Corp. | 206,325 | $3.62M | 0.3% | +1.0% | 0.000% | |
7/31/2023 | LPL Financial LLC | 56,117 | $0.98M | 0.0% | +9.2% | 0.000% | |
7/27/2023 | Opal Wealth Advisors LLC | 37,762 | $0.66M | 0.3% | -1.8% | 0.000% | |
7/27/2023 | Exeter Financial LLC | 528,706 | $9.27M | 4.8% | +0.5% | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 75,180 | $1.32M | 0.0% | -13.0% | 0.000% | |
7/25/2023 | Raymond James & Associates | 245,127 | $4.30M | 0.0% | -3.7% | 0.000% | |
7/6/2023 | Edmonds Duncan Registered Investment Advisors LLC | 70,330 | $1.23M | 0.4% | -1.5% | 0.000% | |
5/12/2023 | Advisors Asset Management Inc. | 241,288 | $3.99M | 0.1% | +2.2% | 0.000% | |
5/12/2023 | Doliver Advisors LP | 12,329 | $0.20M | 0.1% | -6.1% | 0.000% | |
5/12/2023 | UBS Group AG | 284,773 | $4.70M | 0.0% | +3.0% | 0.000% | |
5/11/2023 | Karpus Management Inc. | 282,130 | $4.66M | 0.1% | +2.4% | 0.000% | |
5/11/2023 | Elequin Securities LLC | 1,924 | $32K | 0.0% | -75.8% | 0.000% | |
5/11/2023 | Envestnet Asset Management Inc. | 64,514 | $1.07M | 0.0% | +19.4% | 0.000% | |
5/11/2023 | Kovitz Investment Group Partners LLC | 10,000 | $0.17M | 0.0% | N/A | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 143,773 | $2.38M | 0.0% | -30.0% | 0.000% | |
5/10/2023 | Exeter Financial LLC | 526,294 | $8.77M | 4.4% | +0.9% | 0.000% | |
5/10/2023 | LPL Financial LLC | 51,411 | $0.85M | 0.0% | +8.5% | 0.000% | |
5/9/2023 | Spire Wealth Management | 27,890 | $0.46M | 0.0% | +930.7% | 0.000% | |
5/8/2023 | Shaker Financial Services LLC | 352,707 | $5.83M | 2.5% | -36.9% | 0.000% | |
5/5/2023 | Truist Financial Corp | 26,289 | $0.43M | 0.0% | +82.2% | 0.000% | |
5/3/2023 | Raymond James Trust N.A. | 17,641 | $0.29M | 0.0% | +4.5% | 0.000% | |
5/3/2023 | Integrated Wealth Concepts LLC | 109,245 | $1.81M | 0.0% | N/A | 0.000% | |
5/1/2023 | CWM LLC | 6,430 | $0.11M | 0.0% | +24.1% | 0.000% | |
4/27/2023 | North Star Investment Management Corp. | 204,185 | $3.37M | 0.3% | +1.8% | 0.000% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 11,132 | $0.18M | 0.0% | +10.7% | 0.000% | |
4/24/2023 | Ahrens Investment Partners LLC | 1,579 | $26K | 0.0% | N/A | 0.000% | |
4/19/2023 | Opal Wealth Advisors LLC | 38,471 | $0.64M | 0.4% | -4.0% | 0.000% | |
4/19/2023 | International Assets Investment Management LLC | 14,201 | $0.24M | 0.0% | -4.3% | 0.000% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 86,456 | $1.43M | 0.0% | +15.5% | 0.000% | |
4/14/2023 | Raymond James & Associates | 254,534 | $4.21M | 0.0% | -1.9% | 0.000% | |
3/6/2023 | Rockefeller Capital Management L.P. | 14,101 | $0.22M | 0.0% | -84.9% | 0.000% | |
2/23/2023 | Centurion Wealth Management LLC | 27,837 | $0.44M | 0.2% | N/A | 0.000% | |
2/15/2023 | Steward Partners Investment Advisory LLC | 36,603 | $0.58M | 0.0% | -2.0% | 0.000% | |
2/15/2023 | Morgan Stanley | 1,418,925 | $22.36M | 0.0% | +2.2% | 0.000% | |
2/13/2023 | Wells Fargo & Company MN | 325,826 | $5.14M | 0.0% | -2.5% | 0.000% | |
2/10/2023 | Advisor Group Holdings Inc. | 68,350 | $1.08M | 0.0% | -4.8% | 0.000% | |
2/10/2023 | PNC Financial Services Group Inc. | 7,663 | $0.12M | 0.0% | +258.4% | 0.000% | |
2/9/2023 | Elequin Securities LLC | 7,958 | $0.13M | 0.0% | N/A | 0.000% | |
2/9/2023 | HighTower Advisors LLC | 19,198 | $0.30M | 0.0% | +40.4% | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 74,880 | $1.18M | 0.0% | -3.8% | 0.000% | |
2/8/2023 | Raymond James & Associates | 259,456 | $4.09M | 0.0% | -16.8% | 0.000% | |
2/8/2023 | UBS Group AG | 276,458 | $4.36M | 0.0% | -2.2% | 0.000% | |
2/7/2023 | Doliver Advisors LP | 13,129 | $0.21M | 0.1% | +12.9% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 35,311 | $0.56M | 0.0% | -7.0% | 0.000% | |
2/7/2023 | LPL Financial LLC | 47,368 | $0.75M | 0.0% | +2.5% | 0.000% | |
2/7/2023 | IFP Advisors Inc | 3,237 | $50K | 0.0% | -25.3% | 0.000% | |