2/1/2023 | Janney Montgomery Scott LLC | 1,321,931 | $4.80M | 0.0% | +12.7% | 1.290% |  |
1/31/2023 | BerganKDV Wealth Management LLC | 251,620 | $0.91M | 0.1% | +3.5% | 0.246% |  |
1/30/2023 | International Assets Investment Management LLC | 73,081 | $0.27M | 0.0% | +171.4% | 0.071% |  |
1/26/2023 | Howard Wealth Management LLC | 225,540 | $0.82M | 0.7% | -66.4% | 0.220% |  |
1/26/2023 | Boenning & Scattergood Inc. | 10,117 | $40K | 0.0% | N/A | 0.010% |  |
1/25/2023 | Shufro Rose & Co. LLC | 157,200 | $0.57M | 0.0% | -5.6% | 0.153% |  |
1/23/2023 | Allspring Global Investments Holdings LLC | 1,195,557 | $4.34M | 0.0% | +3,013.9% | 1.167% |  |
1/19/2023 | Round Rock Advisors LLC | 12,000 | $44K | 0.0% | N/A | 0.012% |  |
1/19/2023 | Sterneck Capital Management LLC | 125,203 | $0.45M | 0.3% | -14.3% | 0.122% |  |
11/22/2022 | B. Riley Wealth Advisors Inc. | 12,591 | $46K | 0.0% | N/A | 0.012% |  |
11/16/2022 | Wealthsource Partners LLC | 11,385 | $41K | 0.0% | N/A | 0.011% |  |
11/15/2022 | Karpus Management Inc. | 845,161 | $3.03M | 0.1% | -42.2% | 0.825% |  |
11/15/2022 | Cahill Financial Advisors Inc. | 16,748 | $60K | 0.0% | -45.9% | 0.016% |  |
11/15/2022 | Citadel Advisors LLC | 12,923 | $46K | 0.0% | N/A | 0.013% |  |
11/15/2022 | Commonwealth Equity Services LLC | 345,171 | $1.24M | 0.0% | +8.0% | 0.337% |  |
11/15/2022 | 1607 Capital Partners LLC | 1,776,494 | $6.36M | 0.5% | +3.7% | 1.734% |  |
11/14/2022 | Smith Moore & CO. | 10,900 | $39K | 0.0% | N/A | 0.011% |  |
11/10/2022 | UBS Group AG | 135,624 | $0.49M | 0.0% | +30.8% | 0.132% |  |
11/9/2022 | Shaker Financial Services LLC | 72,246 | $0.26M | 0.1% | +12.8% | 0.071% |  |
11/2/2022 | Landscape Capital Management L.L.C. | 39,588 | $0.14M | 0.0% | -27.2% | 0.039% |  |
11/1/2022 | Kestra Advisory Services LLC | 10,270 | $37K | 0.0% | N/A | 0.010% |  |
11/1/2022 | Howard Wealth Management LLC | 670,900 | $2.40M | 1.7% | -4.5% | 0.655% |  |
10/31/2022 | International Assets Investment Management LLC | 26,927 | $96K | 0.0% | +27.0% | 0.026% |  |
10/26/2022 | Allspring Global Investments Holdings LLC | 38,394 | $0.14M | 0.0% | N/A | 0.037% |  |
10/25/2022 | Janney Montgomery Scott LLC | 1,172,961 | $4.20M | 0.0% | +77.1% | 1.145% |  |
10/25/2022 | Raymond James & Associates | 619,162 | $2.22M | 0.0% | -7.8% | 0.604% |  |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 299,665 | $1.07M | 0.0% | +7.0% | 0.293% |  |
10/24/2022 | BerganKDV Wealth Management LLC | 243,076 | $0.87M | 0.1% | -2.0% | 0.237% |  |
10/13/2022 | Future Financial Wealth Managment LLC | 132,478 | $0.50M | 0.6% | -16.4% | 0.129% |  |
8/26/2022 | Columbia Asset Management | 20,000 | $76K | 0.0% | N/A | 0.020% |  |
8/23/2022 | Captrust Financial Advisors | 15,112 | $57K | 0.0% | N/A | 0.015% |  |
8/16/2022 | Captrust Financial Advisors | 15,112 | $57K | 0.0% | N/A | 0.015% |  |
8/15/2022 | Karpus Management Inc. | 1,463,192 | $5.56M | 0.2% | +0.7% | 1.428% |  |
8/13/2022 | NewEdge Advisors LLC | 132,000 | $0.50M | 0.0% | +3.0% | 0.129% |  |
8/12/2022 | LPL Financial LLC | 56,304 | $0.21M | 0.0% | -6.0% | 0.055% |  |
8/12/2022 | First Foundation Advisors | 16,625 | $63K | 0.0% | N/A | 0.016% |  |
8/11/2022 | Cetera Investment Advisers | 28,731 | $0.11M | 0.0% | +24.5% | 0.028% |  |
8/11/2022 | Apollon Wealth Management LLC | 109,056 | $0.41M | 0.0% | -43.8% | 0.106% |  |
8/11/2022 | CoreCap Advisors LLC | 9,125 | $35K | 0.0% | N/A | 0.009% |  |
8/11/2022 | UBS Group AG | 103,673 | $0.39M | 0.0% | +8.5% | 0.101% |  |
8/11/2022 | Sit Investment Associates Inc. | 15,125,608 | $57.48M | 1.7% | +5.3% | 14.765% |  |
8/10/2022 | MGO One Seven LLC | 10,236 | $39K | 0.0% | N/A | 0.010% |  |
8/10/2022 | Sterneck Capital Management LLC | 148,631 | $0.57M | 0.4% | +3.6% | 0.145% |  |
8/8/2022 | Quad Cities Investment Group LLC | 312,547 | $1.19M | 0.9% | -7.1% | 0.305% |  |
8/8/2022 | Valley Brook Capital Group Inc. | 43,175 | $0.16M | 0.2% | -6.3% | 0.042% |  |
8/8/2022 | Integrated Wealth Concepts LLC | 21,517 | $82K | 0.0% | N/A | 0.021% |  |
8/8/2022 | Cahill Financial Advisors Inc. | 30,982 | $0.12M | 0.0% | -50.2% | 0.030% |  |
8/5/2022 | Landscape Capital Management L.L.C. | 54,349 | $0.21M | 0.0% | -41.9% | 0.053% |  |
8/4/2022 | Steward Partners Investment Advisory LLC | 66,818 | $0.25M | 0.0% | +5.7% | 0.065% |  |
8/4/2022 | Northwestern Mutual Wealth Management Co. | 15,679 | $60K | 0.0% | +164.4% | 0.015% |  |
8/3/2022 | Janney Montgomery Scott LLC | 662,175 | $2.52M | 0.0% | +47.7% | 0.646% |  |
8/2/2022 | Pinnacle Associates Ltd. | 61,150 | $0.23M | 0.0% | -8.9% | 0.060% |  |
8/1/2022 | Shaker Financial Services LLC | 64,028 | $0.24M | 0.1% | -86.0% | 0.063% |  |
8/1/2022 | Investors Asset Management of Georgia Inc. GA ADV | 8,038 | $31K | 0.0% | N/A | 0.008% |  |
7/19/2022 | Commonwealth Equity Services LLC | 319,471 | $1.21M | 0.0% | -2.2% | 0.312% |  |
7/15/2022 | David J Yvars Group | 25,515 | $99K | 0.1% | -40.6% | 0.025% |  |
7/13/2022 | BerganKDV Wealth Management LLC | 248,160 | $0.94M | 0.1% | -8.6% | 0.242% |  |
6/7/2022 | Bank of America Corp DE | 445,454 | $1.78M | 0.0% | +56.5% | 0.435% |  |
5/17/2022 | Royal Bank of Canada | 124,582 | $0.50M | 0.0% | -3.1% | 0.122% |  |
5/17/2022 | Geneos Wealth Management Inc. | 7,042 | $28K | 0.0% | +217.9% | 0.007% |  |
5/17/2022 | 1607 Capital Partners LLC | 711,385 | $2.84M | 0.2% | N/A | 0.694% |  |
5/16/2022 | Invesco Ltd. | 1,273,011 | $5.08M | 0.0% | +19.0% | 1.243% |  |
5/16/2022 | UBS Group AG | 95,570 | $0.38M | 0.0% | -42.5% | 0.093% |  |
5/13/2022 | International Assets Investment Management LLC | 21,200 | $85K | 0.0% | -23.6% | 0.021% |  |
5/12/2022 | Sit Investment Associates Inc. | 14,368,689 | $57.33M | 1.5% | -14.1% | 14.027% |  |
5/12/2022 | Cetera Advisor Networks LLC | 103,121 | $0.41M | 0.0% | +12.3% | 0.101% |  |
5/12/2022 | HighTower Advisors LLC | 70,052 | $0.28M | 0.0% | -5.3% | 0.068% |  |
5/11/2022 | Landscape Capital Management L.L.C. | 93,556 | $0.37M | 0.0% | +156.2% | 0.091% |  |
5/11/2022 | Raymond James Financial Services Advisors Inc. | 340,641 | $1.36M | 0.0% | -5.1% | 0.333% |  |
5/11/2022 | Raymond James & Associates | 525,988 | $2.10M | 0.0% | -12.4% | 0.513% |  |
5/10/2022 | Karpus Management Inc. | 1,453,492 | $5.80M | 0.2% | N/A | 1.419% |  |
5/10/2022 | San Luis Wealth Advisors LLC | 31,500 | $0.14M | 0.1% | N/A | 0.031% |  |
5/10/2022 | Clear Harbor Asset Management LLC | 31,280 | $0.13M | 0.0% | -7.9% | 0.031% |  |
5/9/2022 | BerganKDV Wealth Management LLC | 271,508 | $1.08M | 0.1% | +14.0% | 0.265% |  |
5/9/2022 | Shufro Rose & Co. LLC | 166,500 | $0.66M | 0.1% | -6.9% | 0.163% |  |
5/6/2022 | Shaker Financial Services LLC | 457,897 | $1.83M | 0.7% | -35.6% | 0.447% |  |
5/6/2022 | Quad Cities Investment Group LLC | 336,384 | $1.34M | 0.9% | -3.5% | 0.328% |  |
5/5/2022 | Resources Investment Advisors LLC. | 35,207 | $0.14M | 0.0% | +20.5% | 0.034% |  |
5/5/2022 | Pinnacle Associates Ltd. | 67,150 | $0.27M | 0.0% | -6.3% | 0.066% |  |
5/4/2022 | Advisor Group Holdings Inc. | 86,964 | $0.35M | 0.0% | -9.6% | 0.085% |  |
5/4/2022 | Commonwealth Equity Services LLC | 326,814 | $1.30M | 0.0% | -2.6% | 0.319% |  |
5/3/2022 | Future Financial Wealth Managment LLC | 158,544 | $0.63M | 0.5% | +3.7% | 0.155% |  |
5/3/2022 | International Assets Investment Management LLC | 21,200 | $85K | 0.0% | -23.6% | 0.021% |  |
5/3/2022 | Sterneck Capital Management LLC | 143,423 | $0.57M | 0.3% | -14.2% | 0.140% |  |
5/2/2022 | Valley Brook Capital Group Inc. | 46,075 | $0.18M | 0.2% | +43.6% | 0.045% |  |
5/2/2022 | Steward Partners Investment Advisory LLC | 63,202 | $0.25M | 0.0% | +24.7% | 0.062% |  |
4/29/2022 | Park Avenue Securities LLC | 12,557 | $50K | 0.0% | N/A | 0.012% |  |
4/21/2022 | David J Yvars Group | 42,974 | $0.17M | 0.1% | +16.5% | 0.042% |  |
4/20/2022 | Pinnacle Wealth Planning Services Inc. | 10,429 | $42K | 0.0% | N/A | 0.010% |  |
4/20/2022 | Howard Wealth Management LLC | 706,485 | $2.82M | 1.5% | +24.9% | 0.690% |  |
4/13/2022 | Capital Investment Advisors LLC | 57,434 | $0.23M | 0.0% | -6.2% | 0.056% |  |
2/11/2022 | Level Four Advisory Services LLC | 72,924 | $0.31M | 0.0% | N/A | 0.071% |  |
2/11/2022 | Cahill Financial Advisors Inc. | 63,921 | $0.27M | 0.1% | -23.3% | 0.062% |  |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 358,763 | $1.53M | 0.0% | -6.1% | 0.350% |  |
2/8/2022 | Steward Partners Investment Advisory LLC | 50,666 | $0.22M | 0.0% | +37.9% | 0.049% |  |
2/8/2022 | Raymond James & Associates | 600,358 | $2.56M | 0.0% | -8.1% | 0.586% |  |
2/8/2022 | Pekin Hardy Strauss Inc. | 10,950 | $47K | 0.0% | -47.7% | 0.011% |  |
2/7/2022 | Shaker Financial Services LLC | 710,940 | $3.04M | 1.1% | +47.1% | 0.694% |  |
2/3/2022 | Advisor Group Holdings Inc. | 96,207 | $0.41M | 0.0% | -11.8% | 0.094% |  |
2/3/2022 | Wealth Management Solutions LLC | 12,105 | $52K | 0.0% | N/A | 0.012% |  |