11/15/2023 | 1607 Capital Partners LLC | 2,122,669 | $9.72M | 0.7% | +9.6% | 4.443% |  |
11/15/2023 | Ameriprise Financial Inc. | 755,322 | $3.46M | 0.0% | +7.6% | 1.581% |  |
11/13/2023 | LPL Financial LLC | 21,341 | $98K | 0.0% | +11.5% | 0.045% |  |
11/13/2023 | Invesco Ltd. | 412,381 | $1.89M | 0.0% | -5.8% | 0.863% |  |
11/9/2023 | UBS Group AG | 131,155 | $0.60M | 0.0% | -10.6% | 0.274% |  |
11/8/2023 | ProVise Management Group LLC | 15,401 | $71K | 0.0% | -18.3% | 0.032% |  |
11/8/2023 | Landscape Capital Management L.L.C. | 17,361 | $80K | 0.0% | -38.1% | 0.036% |  |
11/4/2023 | NBC Securities Inc. | 9,719 | $44K | 0.0% | N/A | 0.020% |  |
11/2/2023 | Whitener Capital Management Inc. | 26,445 | $0.12M | 0.0% | +46.1% | 0.055% |  |
10/30/2023 | Private Management Group Inc. | 15,571 | $71K | 0.0% | N/A | 0.033% |  |
10/26/2023 | SeaBridge Investment Advisors LLC | 420,246 | $1.93M | 0.6% | +1.6% | 0.880% |  |
10/24/2023 | Raymond James & Associates | 864,452 | $3.96M | 0.0% | +20.6% | 1.809% |  |
10/23/2023 | Commonwealth Equity Services LLC | 387,483 | $1.78M | 0.0% | -2.0% | 0.811% |  |
10/16/2023 | Riverbridge Partners LLC | 136,574 | $0.63M | 0.0% | +13.9% | 0.286% |  |
10/13/2023 | Institute for Wealth Management LLC. | 109,679 | $0.50M | 0.1% | -11.2% | 0.230% |  |
10/11/2023 | Transform Wealth LLC | 72,848 | $0.34M | 0.0% | -48.4% | 0.152% |  |
8/21/2023 | Osaic Holdings Inc. | 85,209 | $0.40M | 0.0% | +32.6% | 0.178% |  |
8/15/2023 | Wells Fargo & Company MN | 224,278 | $1.04M | 0.0% | +4.7% | 0.469% |  |
8/15/2023 | Royal Bank of Canada | 11,926 | $55K | 0.0% | -22.7% | 0.025% |  |
8/15/2023 | Citadel Advisors LLC | 24,888 | $0.12M | 0.0% | N/A | 0.052% |  |
8/14/2023 | MML Investors Services LLC | 34,387 | $0.16M | 0.0% | -79.3% | 0.072% |  |
8/14/2023 | First Foundation Advisors | 140,163 | $0.65M | 0.0% | +141.9% | 0.293% |  |
8/11/2023 | Landscape Capital Management L.L.C. | 28,036 | $0.13M | 0.0% | N/A | 0.059% |  |
8/10/2023 | Osaic Holdings Inc. | 85,209 | $0.40M | 0.0% | +32.6% | 0.178% |  |
8/10/2023 | Commonwealth Equity Services LLC | 395,247 | $1.83M | 0.0% | +41.8% | 0.827% |  |
8/10/2023 | Cary Street Partners Investment Advisory LLC | 44,174 | $0.21M | 0.0% | -13.2% | 0.092% |  |
8/10/2023 | Sit Investment Associates Inc. | 5,039,620 | $23.33M | 0.6% | +3.2% | 10.548% |  |
8/3/2023 | Atria Wealth Solutions Inc. | 20,959 | $97K | 0.0% | -12.8% | 0.044% |  |
8/2/2023 | Sigma Planning Corp | 41,658 | $0.19M | 0.0% | -10.7% | 0.087% |  |
7/31/2023 | LPL Financial LLC | 19,134 | $89K | 0.0% | -18.9% | 0.040% |  |
7/28/2023 | SeaBridge Investment Advisors LLC | 413,567 | $1.92M | 0.6% | +13.9% | 0.866% |  |
7/26/2023 | Institute for Wealth Management LLC. | 123,479 | $0.57M | 0.1% | -5.7% | 0.258% |  |
7/26/2023 | Riverbridge Partners LLC | 119,869 | $0.56M | 0.0% | -7.3% | 0.251% |  |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 319,999 | $1.48M | 0.0% | -5.6% | 0.670% |  |
7/25/2023 | Raymond James & Associates | 716,620 | $3.32M | 0.0% | -1.3% | 1.500% |  |
7/20/2023 | International Assets Investment Management LLC | 51,855 | $0.24M | 0.0% | +11.3% | 0.109% |  |
7/14/2023 | Bartlett & Co. LLC | 12,000 | $56K | 0.0% | +71.4% | 0.025% |  |
7/13/2023 | RDA Financial Network | 38,393 | $0.18M | 0.1% | +21.3% | 0.080% |  |
7/13/2023 | Whitener Capital Management Inc. | 18,105 | $84K | 0.0% | +24.5% | 0.038% |  |
6/28/2023 | Relative Value Partners Group LLC | 70,554 | $0.33M | 0.0% | -93.6% | 0.148% |  |
5/22/2023 | Ameriprise Financial Inc. | 818,320 | $3.83M | 0.0% | +4.0% | 1.713% |  |
5/16/2023 | Steward Partners Investment Advisory LLC | 56,211 | $0.26M | 0.0% | +39.0% | 0.118% |  |
5/15/2023 | Freestone Capital Holdings LLC | 10,000 | $47K | 0.0% | N/A | 0.021% |  |
5/15/2023 | Relative Value Partners Group LLC | 70,554 | $0.33M | 0.0% | -93.6% | 0.148% |  |
5/12/2023 | MML Investors Services LLC | 166,221 | $0.78M | 0.0% | N/A | 0.348% |  |
5/12/2023 | Bank of America Corp DE | 121,770 | $0.57M | 0.0% | -9.0% | 0.255% |  |
5/12/2023 | HRT Financial LP | 27,029 | $0.13M | 0.0% | N/A | 0.057% |  |
5/12/2023 | UBS Group AG | 150,805 | $0.71M | 0.0% | +9.4% | 0.316% |  |
5/11/2023 | Commonwealth Equity Services LLC | 278,752 | $1.30M | 0.0% | +5.1% | 0.583% |  |
5/8/2023 | Evoke Wealth LLC | 100,000 | $0.47M | 0.0% | N/A | 0.209% |  |
5/8/2023 | Avidian Wealth Solutions LLC | 15,328 | $72K | 0.0% | N/A | 0.032% |  |
5/5/2023 | Transatlantique Private Wealth LLC | 32,552 | $0.15M | 0.1% | -21.1% | 0.068% |  |
4/28/2023 | SeaBridge Investment Advisors LLC | 362,976 | $1.70M | 0.6% | +2.8% | 0.760% |  |
4/21/2023 | Riverbridge Partners LLC | 129,241 | $0.61M | 0.0% | +2.1% | 0.270% |  |
4/20/2023 | Institute for Wealth Management LLC. | 130,971 | $0.61M | 0.1% | -6.5% | 0.274% |  |
4/14/2023 | Transform Wealth LLC | 141,296 | $0.67M | 0.1% | N/A | 0.296% |  |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 339,016 | $1.59M | 0.0% | +9.8% | 0.710% |  |
4/14/2023 | Raymond James & Associates | 726,327 | $3.40M | 0.0% | -2.6% | 1.520% |  |
4/13/2023 | Focused Wealth Management Inc | 8,671 | $41K | 0.0% | +104.3% | 0.018% |  |
4/12/2023 | Whitener Capital Management Inc. | 14,540 | $68K | 0.0% | N/A | 0.030% |  |
4/12/2023 | RDA Financial Network | 31,643 | $0.15M | 0.1% | +8.7% | 0.066% |  |
4/10/2023 | Northside Capital Management LLC | 1,176,475 | $5.51M | 1.5% | -2.9% | 2.462% |  |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 51,054 | $0.24M | 0.0% | -67.6% | 0.107% |  |
2/15/2023 | Jane Street Group LLC | 16,846 | $78K | 0.0% | N/A | 0.035% |  |
2/15/2023 | Morgan Stanley | 1,043,694 | $4.82M | 0.0% | -9.0% | 2.184% |  |
2/14/2023 | Susquehanna International Group LLP | 12,741 | $59K | 0.0% | N/A | 0.027% |  |
2/13/2023 | Wells Fargo & Company MN | 209,089 | $0.97M | 0.0% | +1.2% | 0.438% |  |
2/10/2023 | Bank of America Corp DE | 133,807 | $0.62M | 0.0% | -60.2% | 0.280% |  |
2/10/2023 | ProVise Management Group LLC | 16,630 | $77K | 0.0% | -10.8% | 0.035% |  |
2/10/2023 | PNC Financial Services Group Inc. | 9,118 | $42K | 0.0% | +82.9% | 0.019% |  |
2/10/2023 | Sit Investment Associates Inc. | 5,316,198 | $24.56M | 0.7% | +26.8% | 11.126% |  |
2/9/2023 | Landscape Capital Management L.L.C. | 14,785 | $68K | 0.0% | N/A | 0.031% |  |
2/9/2023 | Elequin Securities LLC | 6,874 | $32K | 0.0% | N/A | 0.014% |  |
2/9/2023 | HighTower Advisors LLC | 45,939 | $0.21M | 0.0% | -33.7% | 0.096% |  |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 308,841 | $1.43M | 0.0% | -6.9% | 0.646% |  |
2/8/2023 | Raymond James & Associates | 745,510 | $3.44M | 0.0% | -3.7% | 1.560% |  |
2/8/2023 | UBS Group AG | 137,899 | $0.64M | 0.0% | -11.5% | 0.289% |  |
2/7/2023 | LPL Financial LLC | 23,835 | $0.11M | 0.0% | +12.5% | 0.050% |  |
2/6/2023 | Transatlantique Private Wealth LLC | 41,236 | $0.19M | 0.1% | -18.0% | 0.086% |  |
2/2/2023 | Institute for Wealth Management LLC. | 140,038 | $0.65M | 0.1% | -3.3% | 0.293% |  |
1/30/2023 | PFG Advisors | 28,102 | $0.13M | 0.0% | N/A | 0.059% |  |
1/30/2023 | International Assets Investment Management LLC | 48,590 | $0.22M | 0.0% | +235.8% | 0.102% |  |
1/19/2023 | SeaBridge Investment Advisors LLC | 353,215 | $1.63M | 0.6% | -11.1% | 0.739% |  |
1/11/2023 | Riverbridge Partners LLC | 126,566 | $0.59M | 0.0% | +4.9% | 0.265% |  |
1/10/2023 | RDA Financial Network | 29,113 | $0.14M | 0.1% | +18.4% | 0.061% |  |
11/15/2022 | Cary Street Partners Investment Advisory LLC | 88,900 | $0.42M | 0.0% | +23.0% | 0.186% |  |
11/15/2022 | Commonwealth Equity Services LLC | 265,517 | $1.25M | 0.0% | +13.5% | 0.556% |  |
11/15/2022 | 1607 Capital Partners LLC | 1,820,199 | $8.59M | 0.7% | -1.3% | 3.809% |  |
11/14/2022 | Hennion & Walsh Asset Management Inc. | 53,508 | $0.25M | 0.0% | +75.9% | 0.112% |  |
11/10/2022 | Relative Value Partners Group LLC | 1,178,739 | $5.56M | 0.5% | -10.5% | 2.467% |  |
11/10/2022 | UBS Group AG | 155,858 | $0.74M | 0.0% | +1.8% | 0.326% |  |
11/3/2022 | SeaBridge Investment Advisors LLC | 397,100 | $1.87M | 0.7% | +41.0% | 0.831% |  |
10/31/2022 | International Assets Investment Management LLC | 14,472 | $68K | 0.0% | N/A | 0.030% |  |
10/26/2022 | Riverbridge Partners LLC | 120,684 | $0.57M | 0.0% | +2.4% | 0.253% |  |
10/25/2022 | Raymond James & Associates | 773,976 | $3.65M | 0.0% | -10.0% | 1.620% |  |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 331,669 | $1.57M | 0.0% | -5.6% | 0.694% |  |
8/29/2022 | Riverbridge Partners LLC | 117,804 | $0.57M | 0.0% | N/A | 0.247% |  |
8/23/2022 | Captrust Financial Advisors | 10,325 | $50K | 0.0% | N/A | 0.022% |  |
8/16/2022 | Captrust Financial Advisors | 10,325 | $50K | 0.0% | N/A | 0.022% |  |
8/12/2022 | First Foundation Advisors | 207,106 | $1M | 0.0% | +16.9% | 0.434% |  |