4/23/2025 | Consolidated Portfolio Review Corp | 13,896 | $0.16M | 0.0% | -8.9% | 0.000% |  |
4/23/2025 | Oppenheimer & Co. Inc. | 55,084 | $0.63M | 0.0% | -14.2% | 0.000% |  |
4/22/2025 | Flagship Harbor Advisors LLC | 15,964 | $0.18M | 0.0% | +10.9% | 0.000% |  |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 98,304 | $1.12M | 0.0% | -1.0% | 0.000% |  |
4/21/2025 | Abundance Wealth Counselors | 64,166 | $0.73M | 0.2% | -31.3% | 0.000% |  |
4/17/2025 | Janney Montgomery Scott LLC | 154,785 | $1.76M | 0.0% | -38.7% | 0.000% |  |
4/9/2025 | RFG Advisory LLC | 39,160 | $0.45M | 0.0% | N/A | 0.000% |  |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 10,995 | $0.13M | 0.0% | -13.2% | 0.000% |  |
2/20/2025 | Castlekeep Investment Advisors LLC | 88,330 | $1.06M | 0.2% | N/A | 0.000% |  |
2/17/2025 | Logan Stone Capital LLC | 62,671 | $0.75M | 0.3% | -45.1% | 0.000% |  |
2/17/2025 | Castlekeep Investment Advisors LLC | 1,028,832 | $12.35M | 0.1% | N/A | 0.000% |  |
2/14/2025 | Quarry LP | 3,317 | $40K | 0.0% | -60.9% | 0.000% |  |
2/14/2025 | Shaker Financial Services LLC | 24,799 | $0.30M | 0.1% | N/A | 0.000% |  |
2/13/2025 | Raymond James Financial Inc. | 90,445 | $1.09M | 0.0% | N/A | 0.000% |  |
2/13/2025 | Aristides Capital LLC | 23,013 | $0.28M | 0.1% | +10.0% | 0.000% |  |
2/13/2025 | Sit Investment Associates Inc. | 333,427 | $4M | 0.1% | +147.0% | 0.000% |  |
2/13/2025 | Wells Fargo & Company MN | 20,048 | $0.24M | 0.0% | -37.2% | 0.000% |  |
2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 265,279 | $3.18M | 1.0% | +134.8% | 0.000% |  |
2/11/2025 | LPL Financial LLC | 27,362 | $0.33M | 0.0% | -3.5% | 0.000% |  |
2/7/2025 | Blue Bell Private Wealth Management LLC | 56,065 | $0.67M | 0.1% | +38.0% | 0.000% |  |
2/6/2025 | Raymond James Financial Inc. | 90,445 | $1.09M | 0.0% | N/A | 0.000% |  |
2/5/2025 | Oppenheimer & Co. Inc. | 64,200 | $0.77M | 0.0% | +4.9% | 0.000% |  |
2/5/2025 | Kovack Advisors Inc. | 16,248 | $0.20M | 0.0% | +10.7% | 0.000% |  |
2/3/2025 | Wolverine Asset Management LLC | 73,819 | $0.89M | 0.0% | N/A | 0.000% |  |
2/3/2025 | Private Advisor Group LLC | 154,900 | $1.86M | 0.0% | +6.8% | 0.000% |  |
1/31/2025 | D.A. Davidson & CO. | 53,096 | $0.64M | 0.0% | +11.3% | 0.000% |  |
1/24/2025 | Absolute Investment Advisers LLC | 13,471 | $0.16M | 0.0% | N/A | 0.000% |  |
1/24/2025 | Eagle Bluffs Wealth Management LLC | 216,134 | $2.59M | 1.4% | -19.3% | 0.000% |  |
1/24/2025 | Abundance Wealth Counselors | 93,344 | $1.12M | 0.2% | -13.2% | 0.000% |  |
1/17/2025 | Janney Montgomery Scott LLC | 252,362 | $3.03M | 0.0% | -1.6% | 0.000% |  |
11/25/2024 | Sanctuary Advisors LLC | 87,546 | $1.09M | 0.0% | +12.1% | 0.000% |  |
11/15/2024 | Quarry LP | 8,493 | $0.11M | 0.0% | +14.8% | 0.000% |  |
11/15/2024 | HighTower Advisors LLC | 10,599 | $0.14M | 0.0% | N/A | 0.000% |  |
11/13/2024 | D.A. Davidson & CO. | 47,695 | $0.62M | 0.0% | +2.9% | 0.000% |  |
11/12/2024 | Cerity Partners LLC | 82,096 | $1.07M | 0.0% | -16.5% | 0.000% |  |
11/6/2024 | Oppenheimer & Co. Inc. | 61,209 | $0.80M | 0.0% | -2.2% | 0.000% |  |
11/4/2024 | Eagle Bluffs Wealth Management LLC | 267,682 | $3.49M | 1.9% | +3.1% | 0.000% |  |
11/1/2024 | Beckerman Institutional LLC | 10,287 | $0.13M | 0.1% | N/A | 0.000% |  |
10/29/2024 | Janney Montgomery Scott LLC | 256,571 | $3.35M | 0.0% | -3.0% | 0.000% |  |
10/22/2024 | Private Advisor Group LLC | 145,100 | $1.89M | 0.0% | +4.9% | 0.000% |  |
9/5/2024 | Sanctuary Advisors LLC | 78,125 | $0.89M | 0.0% | N/A | 0.000% |  |
8/19/2024 | B. Riley Wealth Advisors Inc. | 13,109 | $0.15M | 0.0% | +8.7% | 0.000% |  |
8/15/2024 | Logan Stone Capital LLC | 191,973 | $2.21M | 0.6% | -2.0% | 0.000% |  |
8/9/2024 | Brown Brothers Harriman & Co. | 4,411 | $51K | 0.0% | N/A | 0.000% |  |
8/5/2024 | Private Advisor Group LLC | 138,325 | $1.59M | 0.0% | +19.0% | 0.000% |  |
8/5/2024 | Blue Bell Private Wealth Management LLC | 8,911 | $0.10M | 0.0% | +18.6% | 0.000% |  |
8/3/2024 | Shaker Financial Services LLC | 118,883 | $1.37M | 0.6% | +17.6% | 0.000% |  |
8/2/2024 | Wolverine Asset Management LLC | 131,232 | $1.51M | 0.0% | +1,647.4% | 0.000% |  |
8/1/2024 | Consolidated Portfolio Review Corp | 15,035 | $0.17M | 0.0% | +19.1% | 0.000% |  |
7/30/2024 | Matisse Capital | 227,000 | $2.61M | 1.3% | +3.2% | 0.000% |  |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 98,781 | $1.14M | 0.0% | -3.1% | 0.000% |  |
7/22/2024 | Eagle Bluffs Wealth Management LLC | 259,579 | $2.99M | 1.7% | +6.6% | 0.000% |  |
7/19/2024 | Raymond James & Associates | 108,138 | $1.25M | 0.0% | -11.5% | 0.000% |  |
7/17/2024 | Abundance Wealth Counselors | 123,767 | $1.43M | 0.7% | +6.9% | 0.000% |  |
5/16/2024 | B. Riley Wealth Advisors Inc. | 12,062 | $0.14M | 0.0% | -7.2% | 0.000% |  |
5/7/2024 | Oppenheimer & Co. Inc. | 69,973 | $0.83M | 0.0% | -10.3% | 0.000% |  |
5/1/2024 | Janney Montgomery Scott LLC | 258,543 | $3.05M | 0.0% | +39.3% | 0.000% |  |
5/1/2024 | Matisse Capital | 220,000 | $2.60M | 1.2% | +22.2% | 0.000% |  |
4/30/2024 | Private Advisor Group LLC | 116,255 | $1.37M | 0.0% | +119.1% | 0.000% |  |
4/24/2024 | Blue Bell Private Wealth Management LLC | 7,511 | $89K | 0.0% | +29.3% | 0.000% |  |
4/22/2024 | PFG Investments LLC | 12,624 | $0.15M | 0.0% | N/A | 0.000% |  |
4/22/2024 | Eagle Bluffs Wealth Management LLC | 243,603 | $2.88M | 1.8% | +11.9% | 0.000% |  |
4/19/2024 | Abundance Wealth Counselors | 115,735 | $1.37M | 0.3% | +16.2% | 0.000% |  |
3/15/2024 | B. Riley Wealth Advisors Inc. | 13,000 | $0.15M | 0.0% | +7.8% | 0.000% |  |
2/9/2024 | D.A. Davidson & CO. | 43,068 | $0.50M | 0.0% | +8.4% | 0.000% |  |
2/8/2024 | Matisse Capital | 180,000 | $2.11M | 1.1% | +190.4% | 0.000% |  |
2/8/2024 | Janney Montgomery Scott LLC | 185,589 | $2.17M | 0.0% | -6.5% | 0.000% |  |
2/7/2024 | Shaker Financial Services LLC | 56,282 | $0.66M | 0.3% | +122.3% | 0.000% |  |
2/2/2024 | Truist Financial Corp | 38,032 | $0.45M | 0.0% | -19.6% | 0.000% |  |
2/2/2024 | Atria Wealth Solutions Inc. | 12,357 | $0.15M | 0.0% | -14.9% | 0.000% |  |
2/1/2024 | Wolverine Asset Management LLC | 36,829 | $0.43M | 0.0% | N/A | 0.000% |  |
1/30/2024 | Eagle Bluffs Wealth Management LLC | 217,606 | $2.55M | 1.7% | -8.8% | 0.000% |  |
1/29/2024 | Consolidated Portfolio Review Corp | 12,518 | $0.15M | 0.0% | N/A | 0.000% |  |
1/25/2024 | Blue Bell Private Wealth Management LLC | 5,811 | $68K | 0.0% | +481.1% | 0.000% |  |
1/17/2024 | Abundance Wealth Counselors | 99,559 | $1.17M | 0.3% | -4.7% | 0.000% |  |
1/16/2024 | Raymond James & Associates | 594,735 | $6.96M | 0.0% | +35.3% | 0.000% |  |
1/12/2024 | Mutual Advisors LLC | 32,332 | $0.38M | 0.0% | N/A | 0.000% |  |
12/1/2023 | B. Riley Wealth Advisors Inc. | 12,062 | $0.14M | 0.0% | +7.6% | 0.000% |  |
11/14/2023 | Saba Capital Management L.P. | 871,390 | $10.44M | 0.3% | -1.9% | 0.000% |  |
11/14/2023 | Clough Capital Partners L P | 39,672 | $0.48M | 0.1% | +225.2% | 0.000% |  |
11/14/2023 | Thomas J. Herzfeld Advisors Inc. | 9,510 | $0.11M | 0.0% | +17.7% | 0.000% |  |
11/9/2023 | Wealth Alliance | 39,735 | $0.48M | 0.1% | -9.6% | 0.000% |  |
11/9/2023 | Kayne Anderson Capital Advisors LP | 18,600 | $0.22M | 0.0% | -10.1% | 0.000% |  |
11/8/2023 | D.A. Davidson & CO. | 39,734 | $0.48M | 0.0% | +2.4% | 0.000% |  |
11/8/2023 | Oppenheimer & Co. Inc. | 72,915 | $0.87M | 0.0% | -6.3% | 0.000% |  |
11/7/2023 | Atlas Wealth LLC | 1,086,438 | $13.02M | 2.4% | -0.9% | 0.000% |  |
11/3/2023 | Private Advisor Group LLC | 53,050 | $0.64M | 0.0% | +10.4% | 0.000% |  |
11/2/2023 | Shaker Financial Services LLC | 25,317 | $0.30M | 0.1% | -76.1% | 0.000% |  |
10/30/2023 | Abundance Wealth Counselors | 104,458 | $1.25M | 0.4% | +2.7% | 0.000% |  |
10/30/2023 | Eagle Bluffs Wealth Management LLC | 238,604 | $2.86M | 2.2% | +14.0% | 0.000% |  |
10/24/2023 | Raymond James & Associates | 439,635 | $5.27M | 0.0% | +227.3% | 0.000% |  |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 96,393 | $1.16M | 0.0% | +8.4% | 0.000% |  |
10/17/2023 | Flagship Harbor Advisors LLC | 11,050 | $0.13M | 0.0% | -23.6% | 0.000% |  |
10/13/2023 | Matisse Capital | 61,974 | $0.74M | 0.5% | +214.4% | 0.000% |  |
8/16/2023 | Thomas J. Herzfeld Advisors Inc. | 8,080 | $0.10M | 0.0% | N/A | 0.000% |  |
8/14/2023 | Cerity Partners LLC | 98,357 | $1.23M | 0.0% | N/A | 0.000% |  |
8/11/2023 | Almitas Capital LLC | 32,613 | $0.42M | 0.2% | +27.4% | 0.000% |  |
8/11/2023 | D.A. Davidson & CO. | 38,821 | $0.48M | 0.0% | +6.4% | 0.000% |  |
8/7/2023 | Wolverine Asset Management LLC | 63,776 | $0.80M | 0.0% | -28.7% | 0.000% |  |
8/7/2023 | Shaker Financial Services LLC | 105,931 | $1.32M | 0.6% | +54.9% | 0.000% |  |