8/24/2023 | Arlington Capital Management Inc. | 50,703 | $0.46M | 0.4% | N/A | 0.000% |  |
8/21/2023 | BOKF NA | 208,893 | $1.89M | 0.0% | +1.0% | 0.000% |  |
8/21/2023 | Osaic Holdings Inc. | 322,277 | $2.91M | 0.0% | +0.8% | 0.000% |  |
8/16/2023 | Thomas J. Herzfeld Advisors Inc. | 2,922,007 | $26.39M | 10.5% | -0.5% | 0.000% |  |
8/15/2023 | Wells Fargo & Company MN | 476,204 | $4.30M | 0.0% | -2.9% | 0.000% |  |
8/15/2023 | Captrust Financial Advisors | 46,639 | $0.42M | 0.0% | -3.9% | 0.000% |  |
8/15/2023 | Prevail Innovative Wealth Advisors LLC | 26,645 | $0.24M | 0.1% | N/A | 0.000% |  |
8/15/2023 | Royal Bank of Canada | 1,853,472 | $16.74M | 0.0% | +0.4% | 0.000% |  |
8/15/2023 | Bulldog Investors LLP | 351,923 | $3.18M | 1.1% | -22.1% | 0.000% |  |
8/14/2023 | MML Investors Services LLC | 15,820 | $0.14M | 0.0% | +9.1% | 0.000% |  |
8/11/2023 | Almitas Capital LLC | 22,078 | $0.19M | 0.1% | N/A | 0.000% |  |
8/11/2023 | Kestra Advisory Services LLC | 24,577 | $0.22M | 0.0% | -5.2% | 0.000% |  |
8/11/2023 | Landscape Capital Management L.L.C. | 190,472 | $1.72M | 0.2% | +3.4% | 0.000% |  |
8/11/2023 | Penserra Capital Management LLC | 818,768 | $7.39M | 0.1% | +6.6% | 0.000% |  |
8/10/2023 | Osaic Holdings Inc. | 322,333 | $2.91M | 0.0% | +0.8% | 0.000% |  |
8/10/2023 | Commonwealth Equity Services LLC | 524,002 | $4.73M | 0.0% | +24.1% | 0.000% |  |
8/10/2023 | Cetera Advisor Networks LLC | 19,321 | $0.17M | 0.0% | -63.9% | 0.000% |  |
8/10/2023 | Cetera Investment Advisers | 29,889 | $0.27M | 0.0% | -14.7% | 0.000% |  |
8/8/2023 | Geneos Wealth Management Inc. | 420,944 | $3.80M | 0.2% | +4.9% | 0.000% |  |
8/7/2023 | Pinnacle Wealth Planning Services Inc. | 89,157 | $0.81M | 0.1% | -6.7% | 0.000% |  |
8/4/2023 | Envestnet Asset Management Inc. | 951,528 | $8.59M | 0.0% | +18.4% | 0.000% |  |
8/3/2023 | Atria Wealth Solutions Inc. | 37,518 | $0.34M | 0.0% | -21.9% | 0.000% |  |
8/3/2023 | Wealth Management Solutions LLC | 50,810 | $0.46M | 0.3% | -3.5% | 0.000% |  |
8/3/2023 | Samalin Investment Counsel LLC | 24,400 | $0.22M | 0.1% | +57.8% | 0.000% |  |
8/3/2023 | Scotia Capital Inc. | 31,418 | $0.28M | 0.0% | +11.6% | 0.000% |  |
8/3/2023 | MONECO Advisors LLC | 47,236 | $0.43M | 0.1% | -3.3% | 0.000% |  |
8/3/2023 | Oppenheimer & Co. Inc. | 652,059 | $5.89M | 0.1% | +14.7% | 0.000% |  |
8/2/2023 | Matisse Capital | 160,000 | $1.45M | 0.9% | +14.3% | 0.000% |  |
7/31/2023 | LPL Financial LLC | 1,478,543 | $13.35M | 0.0% | -0.5% | 0.000% |  |
7/31/2023 | Integrated Capital Management Inc. | 20,561 | $0.19M | 0.2% | N/A | 0.000% |  |
7/28/2023 | Koshinski Asset Management Inc. | 14,866 | $0.13M | 0.0% | +35.4% | 0.000% |  |
7/27/2023 | Icon Advisers Inc. Co. | 136,449 | $1.23M | 0.3% | -39.9% | 0.000% |  |
7/26/2023 | Channel Wealth LLC | 16,505 | $0.15M | 0.1% | +16.1% | 0.000% |  |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 11,102 | $100K | 0.0% | -52.8% | 0.000% |  |
7/25/2023 | Raymond James & Associates | 110,343 | $1M | 0.0% | -70.1% | 0.000% |  |
7/25/2023 | Camelot Portfolios LLC | 533,442 | $4.82M | 3.0% | +4.0% | 0.000% |  |
7/17/2023 | Claybrook Capital LLC | 38,853 | $0.35M | 0.2% | +23.5% | 0.000% |  |
7/14/2023 | Park Avenue Securities LLC | 119,404 | $1.08M | 0.0% | +9.9% | 0.000% |  |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 540,729 | $4.88M | 0.0% | -2.7% | 0.000% |  |
5/22/2023 | Arete Wealth Advisors LLC | 90,333 | $0.79M | 0.1% | N/A | 0.000% |  |
5/17/2023 | Rockefeller Capital Management L.P. | 44,615 | $0.39M | 0.0% | -38.4% | 0.000% |  |
5/16/2023 | Thomas J. Herzfeld Advisors Inc. | 2,936,570 | $25.81M | 9.6% | +19.3% | 0.000% |  |
5/16/2023 | MidWestOne Financial Group Inc. | 36,578 | $0.32M | 0.1% | N/A | 0.000% |  |
5/16/2023 | Steward Partners Investment Advisory LLC | 77,047 | $0.68M | 0.0% | -6.8% | 0.000% |  |
5/15/2023 | IHT Wealth Management LLC | 487,872 | $4.29M | 0.2% | +2.8% | 0.000% |  |
5/15/2023 | Nations Financial Group Inc. IA ADV | 392,316 | $3.45M | 0.4% | -1.2% | 0.000% |  |
5/15/2023 | Cetera Investment Advisers | 35,037 | $0.31M | 0.0% | +43.3% | 0.000% |  |
5/12/2023 | Bank of America Corp DE | 4,235 | $37K | 0.0% | -60.2% | 0.000% |  |
5/12/2023 | Icon Advisers Inc. Co. | 227,104 | $2M | 0.5% | N/A | 0.000% |  |
5/12/2023 | UBS Group AG | 143,614 | $1.26M | 0.0% | +1.7% | 0.000% |  |
5/12/2023 | HighTower Advisors LLC | 87,569 | $0.77M | 0.0% | -1.6% | 0.000% |  |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 555,470 | $4.88M | 0.0% | -19.4% | 0.000% |  |
5/11/2023 | Envestnet Asset Management Inc. | 803,612 | $7.06M | 0.0% | -8.9% | 0.000% |  |
5/11/2023 | Commonwealth Equity Services LLC | 422,163 | $3.71M | 0.0% | +11.4% | 0.000% |  |
5/11/2023 | Scotia Capital Inc. | 28,153 | $0.25M | 0.0% | +24.3% | 0.000% |  |
5/10/2023 | Oppenheimer & Co. Inc. | 568,441 | $5M | 0.1% | +8.1% | 0.000% |  |
5/10/2023 | Private Advisor Group LLC | 22,055 | $0.19M | 0.0% | N/A | 0.000% |  |
5/10/2023 | Landscape Capital Management L.L.C. | 184,276 | $1.62M | 0.2% | +221.0% | 0.000% |  |
5/10/2023 | LPL Financial LLC | 1,485,927 | $13.06M | 0.0% | +45.2% | 0.000% |  |
5/9/2023 | Atlas Wealth LLC | 940,076 | $8.26M | 1.6% | -9.2% | 0.000% |  |
5/9/2023 | Samalin Investment Counsel LLC | 15,463 | $0.14M | 0.1% | N/A | 0.000% |  |
5/5/2023 | Truist Financial Corp | 91,336 | $0.80M | 0.0% | -63.8% | 0.000% |  |
5/5/2023 | Wealth Management Solutions LLC | 52,630 | $0.46M | 0.3% | +11.3% | 0.000% |  |
5/3/2023 | Marks Group Wealth Management Inc | 118,805 | $1.04M | 0.1% | -2.8% | 0.000% |  |
5/3/2023 | Pinnacle Wealth Planning Services Inc. | 95,608 | $0.84M | 0.1% | -3.0% | 0.000% |  |
5/1/2023 | Arete Wealth Advisors LLC | 90,333 | $794.02B | 0.1% | N/A | 0.000% |  |
4/28/2023 | Avantax Advisory Services Inc. | 27,724 | $0.24M | 0.0% | -31.9% | 0.000% |  |
4/27/2023 | Channel Wealth LLC | 14,216 | $0.13M | 0.1% | N/A | 0.000% |  |
4/27/2023 | Matisse Capital | 140,000 | $1.23M | 0.8% | +3.7% | 0.000% |  |
4/25/2023 | Advisor Resource Council | 12,222 | $0.10M | 0.0% | N/A | 0.000% |  |
4/25/2023 | Geneos Wealth Management Inc. | 401,448 | $3.53M | 0.2% | -3.3% | 0.000% |  |
4/24/2023 | Penserra Capital Management LLC | 767,729 | $6.75M | 0.1% | +2.1% | 0.000% |  |
4/24/2023 | Ahrens Investment Partners LLC | 7,500 | $66K | 0.0% | -38.5% | 0.000% |  |
4/20/2023 | LVZ Inc. | 173,119 | $1.52M | 0.2% | +26.7% | 0.000% |  |
4/20/2023 | Camelot Portfolios LLC | 512,780 | $4.51M | 3.1% | +3.3% | 0.000% |  |
4/18/2023 | Park Avenue Securities LLC | 108,672 | $0.96M | 0.0% | -3.4% | 0.000% |  |
4/18/2023 | Claybrook Capital LLC | 31,453 | $0.28M | 0.2% | +66.4% | 0.000% |  |
4/18/2023 | IFP Advisors Inc | 3,004 | $48K | 0.0% | +359.3% | 0.000% |  |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 23,502 | $0.21M | 0.0% | -92.6% | 0.000% |  |
4/14/2023 | Raymond James & Associates | 369,612 | $3.25M | 0.0% | +1.4% | 0.000% |  |
3/6/2023 | Rockefeller Capital Management L.P. | 72,441 | $0.75M | 0.0% | -29.3% | 0.000% |  |
2/17/2023 | Truist Financial Corp | 252,645 | $2.60M | 0.0% | +42.8% | 0.000% |  |
2/15/2023 | Steward Partners Investment Advisory LLC | 82,685 | $0.85M | 0.0% | -11.5% | 0.000% |  |
2/15/2023 | IHT Wealth Management LLC | 474,469 | $4.89M | 0.3% | +1.6% | 0.000% |  |
2/15/2023 | Morgan Stanley | 4,613,865 | $47.52M | 0.0% | +1.8% | 0.000% |  |
2/14/2023 | Susquehanna International Group LLP | 37,046 | $0.38M | 0.0% | N/A | 0.000% |  |
2/14/2023 | Cetera Advisor Networks LLC | 55,731 | $0.57M | 0.0% | +6.7% | 0.000% |  |
2/14/2023 | Cetera Investment Advisers | 24,449 | $0.25M | 0.0% | +85.3% | 0.000% |  |
2/14/2023 | Knightsbridge Asset Management LLC | 90,814 | $0.94M | 0.2% | +2.1% | 0.000% |  |
2/14/2023 | Atlas Wealth LLC | 1,034,941 | $10.66M | 2.9% | N/A | 0.000% |  |
2/14/2023 | Penserra Capital Management LLC | 751,669 | $7.74M | 0.2% | +9.9% | 0.000% |  |
2/13/2023 | Baird Financial Group Inc. | 90,235 | $0.93M | 0.0% | -6.7% | 0.000% |  |
2/13/2023 | Kingsview Wealth Management LLC | 71,520 | $0.74M | 0.0% | +10.4% | 0.000% |  |
2/13/2023 | BOKF NA | 206,724 | $2.13M | 0.0% | +9.1% | 0.000% |  |
2/13/2023 | Wells Fargo & Company MN | 499,456 | $5.14M | 0.0% | -8.8% | 0.000% |  |
2/13/2023 | Atria Wealth Solutions Inc. | 48,023 | $0.50M | 0.0% | +2.5% | 0.000% |  |
2/10/2023 | Bank of America Corp DE | 10,652 | $0.11M | 0.0% | +11.8% | 0.000% |  |
2/10/2023 | Jackson Wealth Management LLC | 13,237 | $0.14M | 0.0% | N/A | 0.000% |  |
2/10/2023 | Advisor Group Holdings Inc. | 514,947 | $5.31M | 0.0% | -43.2% | 0.000% |  |
2/10/2023 | Arlington Capital Management Inc. | 41,231 | $0.43M | 0.5% | N/A | 0.000% |  |