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% | |
8/3/2023 | Atria Wealth Solutions Inc. | 14,417 | $0.18M | 0.0% | +22.4% | 0.000% | |
8/3/2023 | Oppenheimer & Co. Inc. | 77,823 | $0.97M | 0.0% | +40.0% | 0.000% | |
8/2/2023 | Matisse Capital | 19,712 | $0.25M | 0.2% | +24.2% | 0.000% | |
8/1/2023 | Truist Financial Corp | 59,152 | $0.74M | 0.0% | -7.6% | 0.000% | |
7/31/2023 | LPL Financial LLC | 47,149 | $0.59M | 0.0% | +4.0% | 0.000% | |
7/26/2023 | Janney Montgomery Scott LLC | 199,334 | $2.49M | 0.0% | -1.5% | 0.000% | |
7/25/2023 | Raymond James & Associates | 134,322 | $1.68M | 0.0% | -2.1% | 0.000% | |
7/19/2023 | Abundance Wealth Counselors | 101,741 | $1.27M | 0.7% | -2.6% | 0.000% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 88,918 | $1.11M | 0.0% | -14.5% | 0.000% | |
7/11/2023 | Flagship Harbor Advisors LLC | 14,456 | $0.18M | 0.0% | -7.9% | 0.000% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 104,018 | $1.35M | 0.0% | +1.8% | 0.000% | |
5/11/2023 | Wealth Alliance | 44,459 | $0.58M | 0.1% | +15.6% | 0.000% | |
5/10/2023 | Oppenheimer & Co. Inc. | 55,584 | $0.72M | 0.0% | +20.7% | 0.000% | |
5/10/2023 | Private Advisor Group LLC | 47,750 | $0.62M | 0.0% | N/A | 0.000% | |
5/9/2023 | Atlas Wealth LLC | 1,102,411 | $14.30M | 2.8% | -1.8% | 0.000% | |
5/8/2023 | Shaker Financial Services LLC | 68,389 | $0.89M | 0.4% | +324.1% | 0.000% | |
5/8/2023 | Wolverine Asset Management LLC | 89,405 | $1.16M | 0.0% | +78.5% | 0.000% | |
5/8/2023 | Blue Bell Private Wealth Management LLC | 2,500 | $32K | 0.0% | +400.0% | 0.000% | |
5/5/2023 | Truist Financial Corp | 64,003 | $0.83M | 0.0% | -2.4% | 0.000% | |
5/4/2023 | Eagle Bluffs Wealth Management LLC | 209,206 | $2.71M | 2.2% | +6.9% | 0.000% | |
5/2/2023 | Abundance Wealth Counselors | 104,436 | $1.36M | 0.3% | +11.9% | 0.000% | |
4/28/2023 | Janney Montgomery Scott LLC | 202,359 | $2.63M | 0.0% | +1.8% | 0.000% | |
4/26/2023 | Chicago Partners Investment Group LLC | 15,899 | $0.21M | 0.0% | +17.1% | 0.000% | |
4/25/2023 | D.A. Davidson & CO. | 36,483 | $0.47M | 0.0% | -4.9% | 0.000% | |
4/14/2023 | Raymond James & Associates | 137,272 | $1.78M | 0.0% | -3.5% | 0.000% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 11,905 | $0.15M | 0.0% | N/A | 0.000% | |
2/14/2023 | Atlas Wealth LLC | 1,122,665 | $14.43M | 3.9% | N/A | 0.000% | |
2/13/2023 | Wealth Alliance | 38,459 | $0.49M | 0.1% | -13.5% | 0.000% | |
2/9/2023 | Chicago Partners Investment Group LLC | 13,583 | $0.18M | 0.0% | -18.1% | 0.000% | |
2/9/2023 | Sowell Financial Services LLC | 17,644 | $0.23M | 0.0% | N/A | 0.000% | |
2/9/2023 | Abundance Wealth Counselors | 93,335 | $1.20M | 0.3% | -3.2% | 0.000% | |
2/8/2023 | Raymond James & Associates | 142,192 | $1.83M | 0.0% | -25.0% | 0.000% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 102,197 | $1.31M | 0.0% | +6.8% | 0.000% | |
2/8/2023 | Oppenheimer & Co. Inc. | 46,037 | $0.59M | 0.0% | +3.0% | 0.000% | |
2/7/2023 | LPL Financial LLC | 38,847 | $0.50M | 0.0% | +34.2% | 0.000% | |
2/3/2023 | Shaker Financial Services LLC | 16,124 | $0.21M | 0.1% | N/A | 0.000% | |
2/3/2023 | D.A. Davidson & CO. | 38,347 | $0.49M | 0.0% | -8.7% | 0.000% | |
2/2/2023 | Abundance Wealth Counselors | 93,335 | $1.20M | 0.4% | -3.2% | 0.000% | |
2/1/2023 | Wolverine Asset Management LLC | 50,095 | $0.64M | 0.0% | +143.8% | 0.000% | |
2/1/2023 | Janney Montgomery Scott LLC | 198,854 | $2.56M | 0.0% | +3.6% | 0.000% | |
1/25/2023 | Eagle Bluffs Wealth Management LLC | 195,700 | $2.52M | 2.6% | -3.8% | 0.000% | |
1/18/2023 | Private Advisor Group LLC | 45,550 | $585.32M | 0.0% | -15.7% | 0.000% | |
1/13/2023 | Flagship Harbor Advisors LLC | 15,391 | $0.20M | 0.0% | +7.8% | 0.000% | |
11/16/2022 | Saba Capital Management L.P. | 663,630 | $8.46M | 0.1% | +2.0% | 0.000% | |
11/14/2022 | Eagle Bluffs Wealth Management LLC | 203,491 | $2.59M | 3.0% | -3.5% | 0.000% | |
11/14/2022 | Oppenheimer & Co. Inc. | 44,706 | $0.57M | 0.0% | +3.5% | 0.000% | |
11/10/2022 | Wolverine Asset Management LLC | 20,546 | $0.26M | 0.0% | +369.1% | 0.000% | |
11/8/2022 | Advisors Asset Management Inc. | 114,693 | $1.46M | 0.0% | -0.9% | 0.000% | |
11/7/2022 | D.A. Davidson & CO. | 41,989 | $0.54M | 0.0% | -5.9% | 0.000% | |
11/7/2022 | Kayne Anderson Capital Advisors LP | 20,700 | $0.26M | 0.0% | -6.8% | 0.000% | |
11/1/2022 | Abundance Wealth Counselors | 96,401 | $1.23M | 0.4% | +9.1% | 0.000% | |
10/25/2022 | Janney Montgomery Scott LLC | 191,859 | $2.44M | 0.0% | +32.7% | 0.000% | |
10/25/2022 | Raymond James & Associates | 189,691 | $2.42M | 0.0% | -1.7% | 0.000% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 95,704 | $1.22M | 0.0% | +7.1% | 0.000% | |
10/14/2022 | Private Advisor Group LLC | 54,050 | $0.69M | 0.0% | -4.1% | 0.000% | |
10/13/2022 | Flagship Harbor Advisors LLC | 14,282 | $0.18M | 0.0% | +40.7% | 0.000% | |
8/12/2022 | Eagle Bluffs Wealth Management LLC | 210,946 | $2.92M | 3.1% | -33.0% | 0.000% | |
8/8/2022 | Advisors Asset Management Inc. | 115,695 | $1.60M | 0.0% | +91.8% | 0.000% | |
8/8/2022 | Oppenheimer & Co. Inc. | 43,183 | $0.60M | 0.0% | +3.7% | 0.000% | |