4/18/2024 | Allspring Global Investments Holdings LLC | 729,313 | $7.76M | 0.0% | -3.9% | 0.000% | |
2/14/2024 | Royal Bank of Canada | 10,752 | $0.12M | 0.0% | -16.1% | 0.000% | |
2/13/2024 | Accuvest Global Advisors | 32,979 | $0.36M | 0.4% | N/A | 0.000% | |
2/13/2024 | 1607 Capital Partners LLC | 793,609 | $8.57M | 0.6% | -1.2% | 0.000% | |
2/12/2024 | Invictus Private Wealth LLC | 38,227 | $0.41M | 0.0% | N/A | 0.000% | |
2/9/2024 | ProVise Management Group LLC | 123,599 | $1.34M | 0.1% | -7.1% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 47,990 | $0.52M | 0.0% | -1.9% | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 16,900 | $0.18M | 0.0% | N/A | 0.000% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 34,308 | $0.37M | 0.0% | +21.6% | 0.000% | |
2/2/2024 | Truist Financial Corp | 122,174 | $1.32M | 0.0% | -7.8% | 0.000% | |
1/29/2024 | Consolidated Portfolio Review Corp | 126,370 | $1.37M | 0.3% | +40.2% | 0.000% | |
1/22/2024 | Melfa Wealth Management LLC | 22,281 | $0.24M | 0.2% | -4.8% | 0.000% | |
1/16/2024 | Raymond James & Associates | 20,448 | $0.22M | 0.0% | +75.2% | 0.000% | |
11/21/2023 | Comerica Bank | 6,000 | $61K | 0.0% | N/A | 0.000% | |
11/15/2023 | Integrated Wealth Concepts LLC | 65,248 | $0.66M | 0.0% | -4.7% | 0.000% | |
11/15/2023 | 1607 Capital Partners LLC | 803,309 | $8.11M | 0.6% | -9.8% | 0.000% | |
11/14/2023 | AQR Arbitrage LLC | 12,158 | $0.12M | 0.0% | -68.8% | 0.000% | |
11/13/2023 | Consolidated Portfolio Review Corp | 90,131 | $0.91M | 0.2% | +49.9% | 0.000% | |
11/13/2023 | Invesco Ltd. | 26,981 | $0.27M | 0.0% | +169.0% | 0.000% | |
11/9/2023 | UBS Group AG | 5,774 | $58K | 0.0% | -19.3% | 0.000% | |
11/8/2023 | ProVise Management Group LLC | 132,985 | $1.34M | 0.1% | -3.3% | 0.000% | |
11/8/2023 | Janney Montgomery Scott LLC | 48,918 | $0.49M | 0.0% | -6.1% | 0.000% | |
10/30/2023 | Insight Wealth Partners LLC | 88,129 | $0.89M | 0.2% | +1.6% | 0.000% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 759,184 | $7.66M | 0.0% | -7.2% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 21,194 | $0.21M | 0.0% | N/A | 0.000% | |
8/24/2023 | ProVise Management Group LLC | 137,585 | $1.40M | 0.1% | -2.8% | 0.000% | |
8/21/2023 | Osaic Holdings Inc. | 238,093 | $2.43M | 0.0% | +12.9% | 0.000% | |
8/15/2023 | Wells Fargo & Company MN | 20,629 | $0.21M | 0.0% | -4.6% | 0.000% | |
8/15/2023 | Integrated Wealth Concepts LLC | 68,442 | $0.70M | 0.0% | -9.0% | 0.000% | |
8/15/2023 | Benjamin F. Edwards & Company Inc. | 29,548 | $0.30M | 0.0% | +385.3% | 0.000% | |
8/15/2023 | Royal Bank of Canada | 10,313 | $0.11M | 0.0% | +15.4% | 0.000% | |
8/14/2023 | IFP Advisors Inc | 30,969 | $0.32M | 0.0% | -14.8% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 188,864 | $1.93M | 0.0% | +20.5% | 0.000% | |
8/11/2023 | PNC Financial Services Group Inc. | 18,312 | $0.19M | 0.0% | N/A | 0.000% | |
8/10/2023 | Osaic Holdings Inc. | 239,012 | $2.43M | 0.0% | +13.3% | 0.000% | |
8/10/2023 | Sit Investment Associates Inc. | 1,548,735 | $15.78M | 0.4% | +0.2% | 0.000% | |
8/7/2023 | Wolverine Asset Management LLC | 11,673 | $0.12M | 0.0% | -78.1% | 0.000% | |
8/4/2023 | IFP Advisors Inc | 30,969 | $0.39M | 0.0% | -14.8% | 0.000% | |
8/1/2023 | Truist Financial Corp | 134,228 | $1.37M | 0.0% | -6.7% | 0.000% | |
7/31/2023 | LPL Financial LLC | 130,041 | $1.33M | 0.0% | -4.9% | 0.000% | |
7/26/2023 | Janney Montgomery Scott LLC | 52,123 | $0.53M | 0.0% | -16.4% | 0.000% | |
7/26/2023 | Riverbridge Partners LLC | 24,192 | $0.25M | 0.0% | +40.7% | 0.000% | |
7/25/2023 | Raymond James & Associates | 11,672 | $0.12M | 0.0% | -20.4% | 0.000% | |
7/24/2023 | Allspring Global Investments Holdings LLC | 818,285 | $8.34M | 0.0% | +0.4% | 0.000% | |
7/18/2023 | Melfa Wealth Management LLC | 23,355 | $0.24M | 0.2% | N/A | 0.000% | |
7/18/2023 | Allspring Global Investments Holdings LLC | 818,285 | $8.34M | 0.0% | +0.4% | 0.000% | |
5/15/2023 | Cetera Investment Advisers | 73,287 | $0.75M | 0.0% | +30.1% | 0.000% | |
5/12/2023 | Bank of America Corp DE | 139,623 | $1.42M | 0.0% | -3.1% | 0.000% | |
5/11/2023 | Karpus Management Inc. | 97,427 | $0.99M | 0.0% | +101.1% | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 156,769 | $1.60M | 0.0% | +6.8% | 0.000% | |
5/10/2023 | LPL Financial LLC | 136,780 | $1.40M | 0.0% | -1.0% | 0.000% | |
5/8/2023 | Wolverine Asset Management LLC | 53,185 | $0.54M | 0.0% | N/A | 0.000% | |
5/8/2023 | ProVise Management Group LLC | 141,609 | $1.44M | 0.1% | -7.5% | 0.000% | |
5/5/2023 | Truist Financial Corp | 143,801 | $1.47M | 0.0% | +32.7% | 0.000% | |
5/3/2023 | Integrated Wealth Concepts LLC | 75,188 | $0.77M | 0.0% | +10.4% | 0.000% | |
4/28/2023 | Janney Montgomery Scott LLC | 62,348 | $0.64M | 0.0% | -11.8% | 0.000% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 6,088 | $62K | 0.0% | +459.6% | 0.000% | |
4/26/2023 | Fiera Capital Corp | 149,385 | $1.52M | 0.0% | -1.8% | 0.000% | |
4/21/2023 | Riverbridge Partners LLC | 17,198 | $0.18M | 0.0% | N/A | 0.000% | |
4/18/2023 | IFP Advisors Inc | 36,342 | $0.46M | 0.0% | +25.9% | 0.000% | |
4/13/2023 | Allspring Global Investments Holdings LLC | 815,208 | $8.32M | 0.0% | +5.8% | 0.000% | |
2/17/2023 | Truist Financial Corp | 108,362 | $1.15M | 0.0% | -18.8% | 0.000% | |
2/15/2023 | Money Concepts Capital Corp | 8,908 | $95K | 0.0% | N/A | 0.000% | |
2/15/2023 | Morgan Stanley | 559,494 | $5.95M | 0.0% | +16.8% | 0.000% | |
2/14/2023 | Cetera Investment Advisers | 56,322 | $0.60M | 0.0% | +39.0% | 0.000% | |
2/13/2023 | Integrated Wealth Concepts LLC | 68,089 | $0.72M | 0.0% | +14.6% | 0.000% | |
2/13/2023 | Wells Fargo & Company MN | 21,632 | $0.23M | 0.0% | -8.5% | 0.000% | |
2/10/2023 | Bank of America Corp DE | 144,073 | $1.53M | 0.0% | +150.2% | 0.000% | |
2/10/2023 | Advisor Group Holdings Inc. | 108,219 | $1.15M | 0.0% | +392.6% | 0.000% | |
2/10/2023 | ProVise Management Group LLC | 153,168 | $1.63M | 0.2% | -35.0% | 0.000% | |
2/10/2023 | Sit Investment Associates Inc. | 1,392,510 | $14.82M | 0.4% | +20.1% | 0.000% | |
2/8/2023 | Fiera Capital Corp | 152,183 | $1.62M | 0.0% | +5.7% | 0.000% | |
2/8/2023 | Oppenheimer & Co. Inc. | 23,947 | $0.26M | 0.0% | -14.2% | 0.000% | |
2/7/2023 | LPL Financial LLC | 138,138 | $1.47M | 0.0% | +1.2% | 0.000% | |
2/7/2023 | IFP Advisors Inc | 28,857 | $0.36M | 0.0% | -25.7% | 0.000% | |
2/1/2023 | Janney Montgomery Scott LLC | 70,728 | $0.75M | 0.0% | -14.1% | 0.000% | |
2/1/2023 | Insight Wealth Partners LLC | 75,502 | $0.80M | 0.6% | -4.4% | 0.000% | |
1/23/2023 | Allspring Global Investments Holdings LLC | 770,291 | $8.20M | 0.0% | +39.8% | 0.000% | |
12/1/2022 | Insight Wealth Partners LLC | 78,943 | $0.77M | 0.7% | -6.3% | 0.000% | |
11/15/2022 | Karpus Management Inc. | 23,015 | $0.23M | 0.0% | +59.0% | 0.000% | |
11/15/2022 | Lloyd Park LLC | 49,152 | $0.48M | 0.6% | +4.0% | 0.000% | |
11/15/2022 | 1607 Capital Partners LLC | 992,682 | $9.72M | 0.8% | -0.8% | 0.000% | |
11/14/2022 | Royal Bank of Canada | 27,288 | $0.27M | 0.0% | -18.4% | 0.000% | |
11/14/2022 | Guggenheim Capital LLC | 133,843 | $1.31M | 0.0% | -2.1% | 0.000% | |
11/14/2022 | Oppenheimer & Co. Inc. | 27,921 | $0.27M | 0.0% | -12.8% | 0.000% | |
11/14/2022 | Hennion & Walsh Asset Management Inc. | 13,578 | $0.13M | 0.0% | -37.0% | 0.000% | |
11/8/2022 | IFP Advisors Inc | 38,818 | $0.49M | 0.0% | +26.4% | 0.000% | |
11/7/2022 | Huntington National Bank | 3,301 | $32K | 0.0% | +330,000.0% | 0.000% | |
10/26/2022 | Allspring Global Investments Holdings LLC | 551,090 | $5.40M | 0.0% | +26.4% | 0.000% | |
10/26/2022 | Truist Financial Corp | 133,452 | $1.31M | 0.0% | -6.7% | 0.000% | |
10/25/2022 | Janney Montgomery Scott LLC | 82,352 | $0.81M | 0.0% | -1.6% | 0.000% | |
8/15/2022 | Karpus Management Inc. | 14,472 | $0.15M | 0.0% | N/A | 0.000% | |
8/13/2022 | Lloyd Park LLC | 47,279 | $0.50M | 0.5% | N/A | 0.000% | |
8/13/2022 | NewEdge Advisors LLC | 14,100 | $0.15M | 0.0% | -16.1% | 0.000% | |
8/11/2022 | UBS Group AG | 5,852 | $62K | 0.0% | -80.9% | 0.000% | |
8/11/2022 | Sit Investment Associates Inc. | 963,249 | $10.19M | 0.3% | +9.6% | 0.000% | |
8/10/2022 | Fiera Capital Corp | 144,357 | $1.53M | 0.0% | +24.7% | 0.000% | |
8/8/2022 | ProVise Management Group LLC | 278,025 | $2.94M | 0.3% | -9.9% | 0.000% | |
8/8/2022 | Oppenheimer & Co. Inc. | 32,014 | $0.34M | 0.0% | -21.0% | 0.000% | |
8/8/2022 | Integrated Wealth Concepts LLC | 38,694 | $0.41M | 0.0% | N/A | 0.000% | |