11/21/2023 | Comerica Bank | 7,229 | $96K | 0.0% | N/A | 0.000% |  |
11/15/2023 | Ramirez Asset Management Inc. | 3,500 | $47K | 0.0% | N/A | 0.000% |  |
11/15/2023 | Royal Bank of Canada | 61,362 | $0.82M | 0.0% | -2.1% | 0.000% |  |
11/15/2023 | Ameriprise Financial Inc. | 90,399 | $1.20M | 0.0% | -18.1% | 0.000% |  |
11/13/2023 | Invesco Ltd. | 195,784 | $2.61M | 0.0% | -4.3% | 0.000% |  |
11/9/2023 | UBS Group AG | 430,964 | $5.75M | 0.0% | -2.3% | 0.000% |  |
11/8/2023 | Burney Co. | 30,625 | $0.41M | 0.0% | -17.4% | 0.000% |  |
11/2/2023 | Selway Asset Management | 41,560 | $0.55M | 0.2% | -10.7% | 0.000% |  |
11/1/2023 | Selway Asset Management | 41,560 | $0.55M | 0.3% | -10.7% | 0.000% |  |
10/31/2023 | Golden Green Inc. | 43,769 | $0.58M | 0.6% | +2.4% | 0.000% |  |
10/26/2023 | Cambridge Trust Co. | 11,500 | $0.15M | 0.0% | N/A | 0.000% |  |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 19,152 | $0.26M | 0.0% | -6.7% | 0.000% |  |
10/23/2023 | Commonwealth Equity Services LLC | 71,020 | $0.95M | 0.0% | -4.1% | 0.000% |  |
8/30/2023 | Western Wealth Management LLC | 38,388 | $0.54M | 0.0% | -6.8% | 0.000% |  |
8/21/2023 | Osaic Holdings Inc. | 164,529 | $2.31M | 0.0% | +6.5% | 0.000% |  |
8/15/2023 | Wells Fargo & Company MN | 18,579 | $0.26M | 0.0% | +6.7% | 0.000% |  |
8/15/2023 | Rockefeller Capital Management L.P. | 10,478 | $0.15M | 0.0% | N/A | 0.000% |  |
8/14/2023 | Sowell Financial Services LLC | 55,033 | $0.78M | 0.0% | +18.0% | 0.000% |  |
8/14/2023 | Snowden Capital Advisors LLC | 15,255 | $0.21M | 0.0% | N/A | 0.000% |  |
8/11/2023 | Guggenheim Capital LLC | 30,164 | $0.42M | 0.0% | +13.5% | 0.000% |  |
8/10/2023 | Osaic Holdings Inc. | 164,529 | $2.31M | 0.0% | +6.5% | 0.000% |  |
8/10/2023 | Commonwealth Equity Services LLC | 74,094 | $1.04M | 0.0% | -8.4% | 0.000% |  |
8/10/2023 | Cetera Advisor Networks LLC | 90,405 | $1.27M | 0.0% | +3.8% | 0.000% |  |
8/10/2023 | Burney Co. | 37,085 | $0.52M | 0.0% | -9.3% | 0.000% |  |
8/4/2023 | Cullen Frost Bankers Inc. | 3,045 | $43K | 0.0% | N/A | 0.000% |  |
8/1/2023 | Keybank National Association OH | 18,000 | $0.25M | 0.0% | -10.0% | 0.000% |  |
7/31/2023 | LPL Financial LLC | 73,376 | $1.03M | 0.0% | +34.1% | 0.000% |  |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 20,519 | $0.29M | 0.0% | +8.1% | 0.000% |  |
7/25/2023 | Raymond James & Associates | 16,645 | $0.23M | 0.0% | +59.8% | 0.000% |  |
7/20/2023 | Jmac Enterprises LLC | 11,261 | $0.16M | 0.0% | N/A | 0.000% |  |
5/22/2023 | Ameriprise Financial Inc. | 174,517 | $2.56M | 0.0% | +13.8% | 0.000% |  |
5/18/2023 | JPMorgan Chase & Co. | 10,060 | $0.15M | 0.0% | N/A | 0.000% |  |
5/17/2023 | Sunbelt Securities Inc. | 6,500 | $94K | 0.0% | N/A | 0.000% |  |
5/15/2023 | IHT Wealth Management LLC | 11,800 | $0.17M | 0.0% | N/A | 0.000% |  |
5/12/2023 | Stifel Financial Corp | 16,665 | $0.24M | 0.0% | N/A | 0.000% |  |
5/12/2023 | UBS Group AG | 486,087 | $7.11M | 0.0% | -4.0% | 0.000% |  |
5/12/2023 | NewEdge Advisors LLC | 24,800 | $0.34M | 0.0% | +13.6% | 0.000% |  |
5/11/2023 | Barrett & Company Inc. | 1,950 | $29K | 0.0% | N/A | 0.000% |  |
5/11/2023 | Golden Green Inc. | 43,197 | $0.63M | 0.7% | N/A | 0.000% |  |
5/11/2023 | Commonwealth Equity Services LLC | 80,900 | $1.18M | 0.0% | -4.7% | 0.000% |  |
5/11/2023 | Guggenheim Capital LLC | 26,565 | $0.39M | 0.0% | +111.3% | 0.000% |  |
5/10/2023 | Burney Co. | 40,900 | $0.60M | 0.0% | -2.0% | 0.000% |  |
5/10/2023 | LPL Financial LLC | 54,726 | $0.80M | 0.0% | -5.9% | 0.000% |  |
4/28/2023 | Ameritas Advisory Services LLC | 4,136 | $60K | 0.0% | N/A | 0.000% |  |
4/26/2023 | Fiera Capital Corp | 84,641 | $1.24M | 0.0% | -2.1% | 0.000% |  |
4/24/2023 | Ahrens Investment Partners LLC | 1,800 | $26K | 0.0% | N/A | 0.000% |  |
4/14/2023 | Raymond James & Associates | 10,414 | $0.15M | 0.0% | -24.0% | 0.000% |  |
2/16/2023 | CreativeOne Wealth LLC | 18,212 | $0.26M | 0.0% | -25.4% | 0.000% |  |
2/15/2023 | Virtu Financial LLC | 14,382 | $0.21M | 0.0% | N/A | 0.000% |  |
2/15/2023 | Morgan Stanley | 569,728 | $8.22M | 0.0% | +26.1% | 0.000% |  |
2/14/2023 | Cetera Advisor Networks LLC | 74,919 | $1.08M | 0.0% | +45.3% | 0.000% |  |
2/10/2023 | Bank of America Corp DE | 47,488 | $0.69M | 0.0% | -3.6% | 0.000% |  |
2/10/2023 | Advisor Group Holdings Inc. | 152,604 | $2.20M | 0.0% | +23.2% | 0.000% |  |
2/9/2023 | Elequin Securities LLC | 7,142 | $0.10M | 0.0% | N/A | 0.000% |  |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 18,324 | $0.26M | 0.0% | +7.4% | 0.000% |  |
2/8/2023 | Raymond James & Associates | 13,701 | $0.20M | 0.0% | -30.9% | 0.000% |  |
2/8/2023 | UBS Group AG | 506,531 | $7.31M | 0.0% | -4.6% | 0.000% |  |
2/8/2023 | Fiera Capital Corp | 86,466 | $1.25M | 0.0% | +5.7% | 0.000% |  |
2/7/2023 | Commonwealth Equity Services LLC | 84,932 | $1.23M | 0.0% | -1.0% | 0.000% |  |
2/7/2023 | LPL Financial LLC | 58,136 | $0.84M | 0.0% | +10.4% | 0.000% |  |
2/6/2023 | Burney Co. | 41,742 | $0.60M | 0.0% | -13.6% | 0.000% |  |
2/1/2023 | Janney Montgomery Scott LLC | 23,946 | $0.35M | 0.0% | -6.8% | 0.000% |  |
1/31/2023 | Wedbush Securities Inc. | 26,352 | $0.38M | 0.0% | +3.6% | 0.000% |  |
11/15/2022 | Sowell Financial Services LLC | 46,633 | $0.70M | 0.1% | N/A | 0.000% |  |
11/15/2022 | Cohen & Steers Inc. | 36,388 | $0.55M | 0.0% | -48.1% | 0.000% |  |
11/14/2022 | Royal Bank of Canada | 49,534 | $0.74M | 0.0% | +10.1% | 0.000% |  |
11/10/2022 | UBS Group AG | 531,225 | $7.96M | 0.0% | +3.2% | 0.000% |  |
11/7/2022 | Western Wealth Management LLC | 40,660 | $0.62M | 0.0% | -3.1% | 0.000% |  |
11/2/2022 | Rockefeller Capital Management L.P. | 6,702 | $100K | 0.0% | -31.7% | 0.000% |  |
10/27/2022 | Keybank National Association OH | 20,000 | $0.30M | 0.0% | N/A | 0.000% |  |
10/25/2022 | Janney Montgomery Scott LLC | 25,684 | $0.39M | 0.0% | -5.2% | 0.000% |  |
10/24/2022 | Stratos Wealth Partners LTD. | 12,124 | $0.18M | 0.0% | -31.9% | 0.000% |  |
9/16/2022 | Private Trust Co. NA | 3,500 | $55K | 0.0% | N/A | 0.000% |  |
8/23/2022 | Captrust Financial Advisors | 6,503 | $0.10M | 0.0% | N/A | 0.000% |  |
8/16/2022 | Captrust Financial Advisors | 6,503 | $0.10M | 0.0% | N/A | 0.000% |  |
8/13/2022 | NewEdge Advisors LLC | 19,825 | $0.31M | 0.0% | +37.4% | 0.000% |  |
8/12/2022 | LPL Financial LLC | 48,660 | $0.77M | 0.0% | -12.2% | 0.000% |  |
8/11/2022 | Cetera Advisor Networks LLC | 42,794 | $0.67M | 0.0% | +169.5% | 0.000% |  |
8/11/2022 | Selway Asset Management | 46,560 | $0.73M | 0.4% | +5.9% | 0.000% |  |
8/11/2022 | UBS Group AG | 514,901 | $8.12M | 0.0% | -3.1% | 0.000% |  |
8/10/2022 | Fiera Capital Corp | 81,971 | $1.29M | 0.0% | +21.7% | 0.000% |  |
7/22/2022 | Stratos Wealth Partners LTD. | 17,804 | $0.28M | 0.0% | -4.0% | 0.000% |  |
7/21/2022 | Wedbush Securities Inc. | 25,935 | $0.41M | 0.0% | +8.0% | 0.000% |  |
7/19/2022 | Commonwealth Equity Services LLC | 86,027 | $1.36M | 0.0% | -2.1% | 0.000% |  |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 10,864 | $0.17M | 0.0% | -27.4% | 0.000% |  |
6/7/2022 | Bank of America Corp DE | 51,794 | $0.93M | 0.0% | +1.6% | 0.000% |  |
5/17/2022 | Royal Bank of Canada | 46,245 | $0.83M | 0.0% | -7.0% | 0.000% |  |
5/17/2022 | Guggenheim Capital LLC | 13,180 | $0.24M | 0.0% | -44.5% | 0.000% |  |
5/16/2022 | Atria Wealth Solutions Inc. | 11,329 | $0.20M | 0.0% | N/A | 0.000% |  |
5/16/2022 | Cohen & Steers Inc. | 82,352 | $1.48M | 0.0% | -41.3% | 0.000% |  |
5/16/2022 | Invesco Ltd. | 255,835 | $4.60M | 0.0% | +8.0% | 0.000% |  |
5/16/2022 | UBS Group AG | 531,334 | $9.54M | 0.0% | -2.5% | 0.000% |  |
5/13/2022 | NewEdge Advisors LLC | 14,425 | $0.26M | 0.0% | +17.8% | 0.000% |  |
5/12/2022 | Cetera Advisor Networks LLC | 15,880 | $0.29M | 0.0% | N/A | 0.000% |  |
5/12/2022 | Cambridge Investment Research Advisors Inc. | 14,958 | $0.27M | 0.0% | +18.2% | 0.000% |  |
5/11/2022 | Twelve Points Wealth Management LLC | 12,165 | $0.22M | 0.2% | -26.3% | 0.000% |  |
5/10/2022 | Western Wealth Management LLC | 41,960 | $0.75M | 0.0% | N/A | 0.000% |  |
5/9/2022 | Fiera Capital Corp | 67,343 | $1.21M | 0.0% | +28.7% | 0.000% |  |
5/9/2022 | Burney Co. | 47,733 | $0.86M | 0.0% | +4.0% | 0.000% |  |
5/9/2022 | Spectrum Asset Management Inc. | 646,421 | $11.61M | 7.1% | N/A | 0.000% |  |