5/7/2024 | Oppenheimer & Co. Inc. | 17,902 | $340K | 0.0% | N/A | 0.252% | |
5/6/2024 | Oxbow Advisors LLC | 11,220 | $213K | 0.0% | -40.8% | 0.158% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 229,144 | $4.35M | 0.0% | +3.2% | 3.223% | |
3/22/2024 | PNC Financial Services Group Inc. | 26,000 | $472K | 0.0% | -60.6% | 0.366% | |
2/14/2024 | Greenwich Investment Management Inc. | 314,976 | $5.71M | 4.3% | -2.0% | 4.430% | |
2/9/2024 | PNC Financial Services Group Inc. | 26,000 | $472K | 0.0% | -60.6% | 0.366% | |
|
2/8/2024 | Oxbow Advisors LLC | 18,968 | $344K | 0.1% | -6.2% | 0.267% | |
2/8/2024 | Beacon Pointe Advisors LLC | 60,522 | $1.10M | 0.0% | -4.2% | 0.851% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 222,034 | $4.03M | 0.0% | +8.0% | 3.123% | |
1/5/2024 | Capital Investment Advisors LLC | 32,250 | $586K | 0.0% | +4.0% | 0.454% | |
11/16/2023 | Greenwich Investment Management Inc. | 321,466 | $5.62M | 4.5% | -1.9% | 4.521% | |
11/13/2023 | Stifel Financial Corp | 219,140 | $3.83M | 0.0% | -7.5% | 3.082% | |
10/26/2023 | Punch & Associates Investment Management Inc. | 68,070 | $1.19M | 0.1% | +26.2% | 0.957% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 205,626 | $3.60M | 0.0% | +16.5% | 2.892% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 20,930 | $366K | 0.0% | +13.4% | 0.294% | |
10/16/2023 | Capital Investment Advisors LLC | 31,000 | $542K | 0.0% | +25.3% | 0.436% | |
8/14/2023 | ArrowMark Colorado Holdings LLC | 508,443 | $8.51M | 0.1% | +0.5% | 7.151% | |
8/10/2023 | Osaic Holdings Inc. | 262,863 | $4.38M | 0.0% | +1.1% | 3.697% | |
8/4/2023 | Oxbow Advisors LLC | 83,376 | $1.39M | 0.2% | -31.7% | 1.173% | |
8/3/2023 | CWM LLC | 1,500 | $25K | 0.0% | N/A | 0.021% | |
8/3/2023 | Oppenheimer & Co. Inc. | 11,809 | $197K | 0.0% | N/A | 0.166% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 176,442 | $2.94M | 0.0% | +9.3% | 2.482% | |
7/11/2023 | Capital Investment Advisors LLC | 24,750 | $412K | 0.0% | +30.3% | 0.348% | |
5/11/2023 | Heron Bay Capital Management | 45,742 | $823K | 0.3% | N/A | 0.644% | |
5/11/2023 | Tucker Asset Management LLC | 3,735 | $67K | 0.0% | N/A | 0.053% | |
4/26/2023 | Oxbow Advisors LLC | 122,055 | $2.20M | 0.4% | -3.8% | 1.719% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 161,463 | $2.91M | 0.0% | +0.9% | 2.274% | |
4/14/2023 | Raymond James & Associates | 21,238 | $382K | 0.0% | -16.0% | 0.299% | |
4/10/2023 | Capital Investment Advisors LLC | 19,000 | $342K | 0.0% | +13.4% | 0.268% | |
2/10/2023 | Advisor Group Holdings Inc. | 248,583 | $4.24M | 0.0% | +4.1% | 3.501% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 160,037 | $2.73M | 0.0% | +11.7% | 2.254% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 18,026 | $307K | 0.0% | +13.9% | 0.254% | |
2/1/2023 | Oxbow Advisors LLC | 126,908 | $2.16M | 0.4% | +232.4% | 1.787% | |
1/5/2023 | Capital Investment Advisors LLC | 16,750 | $285K | 0.0% | +15.1% | 0.236% | |
11/14/2022 | United Capital Financial Advisers LLC | 38,500 | $665K | 0.0% | -20.6% | 0.542% | |
11/9/2022 | Magnus Financial Group LLC | 10,110 | $175K | 0.0% | N/A | 0.142% | |
11/3/2022 | Oxbow Advisors LLC | 38,177 | $659K | 0.1% | +13.9% | 0.538% | |
10/25/2022 | Raymond James & Associates | 34,403 | $594K | 0.0% | +23.0% | 0.485% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 143,317 | $2.47M | 0.0% | +10.4% | 2.019% | |
10/13/2022 | Newbridge Financial Services Group Inc. | 4,300 | $74K | 0.0% | N/A | 0.061% | |
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10/5/2022 | Capital Investment Advisors LLC | 14,550 | $251K | 0.0% | N/A | 0.205% | |
8/11/2022 | Bard Associates Inc. | 41,315 | $793K | 0.3% | +4.0% | 0.582% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 16,309 | $313K | 0.0% | +8.8% | 0.230% | |
5/20/2022 | Van Hulzen Asset Management LLC | 11,100 | $239K | 0.0% | -15.3% | 0.156% | |
5/17/2022 | Greenwich Investment Management Inc. | 273,007 | $5.87M | 3.5% | -1.8% | 3.845% | |
5/11/2022 | Bard Associates Inc. | 39,715 | $854K | 0.3% | +9.7% | 0.604% | |
5/11/2022 | Raymond James Financial Services Advisors Inc. | 106,389 | $2.29M | 0.0% | +20.1% | 1.619% | |
5/9/2022 | Oxbow Advisors LLC | 25,777 | $554K | 0.1% | +16.0% | 0.392% | |
5/6/2022 | Cadent Capital Advisors LLC | 20,123 | $433K | 0.2% | -6.2% | 0.306% | |
5/4/2022 | Advisor Group Holdings Inc. | 237,777 | $5.11M | 0.0% | +4.0% | 3.619% | |
4/28/2022 | Belpointe Asset Management LLC | 9,626 | $207K | 0.0% | -17.2% | 0.146% | |
2/14/2022 | Greenwich Investment Management Inc. | 278,129 | $6.11M | 4.2% | N/A | 4.232% | |
2/10/2022 | Acadian Asset Management LLC | 4,002 | $87K | 0.0% | -45.8% | 0.061% | |
2/9/2022 | UMB Bank N A MO | 2,700 | $59K | 0.0% | N/A | 0.041% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 88,612 | $1.95M | 0.0% | N/A | 1.348% | |
2/4/2022 | Van Hulzen Asset Management LLC | 13,100 | $288K | 0.0% | -20.6% | 0.199% | |
2/3/2022 | Advisor Group Holdings Inc. | 228,706 | $5.03M | 0.0% | +0.5% | 3.480% | |
1/24/2022 | Cadent Capital Advisors LLC | 21,443 | $471K | 0.2% | -10.3% | 0.326% | |
11/17/2021 | ArrowMark Colorado Holdings LLC | 503,402 | $11.10M | 0.1% | +4,407.5% | 7.660% | |
11/16/2021 | United Capital Financial Advisers LLC | 50,500 | $1.11M | 0.0% | -15.1% | 0.768% | |
11/5/2021 | Advisor Group Holdings Inc. | 227,526 | $5.02M | 0.0% | -2.3% | 3.462% | |
11/2/2021 | Raymond James & Associates | 25,613 | $565K | 0.0% | -17.8% | 0.390% | |
10/25/2021 | Cadent Capital Advisors LLC | 23,893 | $527K | 0.2% | +11.8% | 0.364% | |
10/22/2021 | Lineweaver Wealth Advisors LLC | 17,862 | $393K | 0.1% | +6.4% | 0.272% | |
9/10/2021 | Punch & Associates Investment Management Inc. | 514,629 | $11.33M | 0.6% | -10.3% | 7.831% | |
8/25/2021 | Marshall Wace LLP | 14,336 | $315K | 0.0% | N/A | 0.218% | |
8/16/2021 | Punch & Associates Investment Management Inc. | 610,629 | $13.44M | 0.7% | +6.4% | 9.291% | |
8/16/2021 | Marshall Wace LLP | 14,336 | $315K | 0.0% | N/A | 0.218% | |
8/13/2021 | United Capital Financial Advisers LLC | 59,500 | $1.31M | 0.0% | -10.7% | 0.905% | |
8/13/2021 | Stifel Financial Corp | 168,043 | $3.70M | 0.0% | +6.8% | 2.557% | |
8/12/2021 | Bard Associates Inc. | 29,430 | $648K | 0.2% | +54.4% | 0.448% | |
8/9/2021 | Belpointe Asset Management LLC | 7,120 | $156K | 0.0% | N/A | 0.108% | |
8/6/2021 | Magnus Financial Group LLC | 9,298 | $205K | 0.0% | N/A | 0.141% | |
8/4/2021 | Oxbow Advisors LLC | 22,641 | $498K | 0.1% | N/A | 0.345% | |
8/3/2021 | Oppenheimer & Co. Inc. | 9,792 | $216K | 0.0% | N/A | 0.149% | |
8/2/2021 | Advisor Group Holdings Inc. | 232,970 | $5.13M | 0.0% | +39.1% | 3.545% | |
8/1/2021 | Cadent Capital Advisors LLC | 21,372 | $470K | 0.2% | +7.9% | 0.325% | |
7/31/2021 | Arkadios Wealth Advisors | 1,250 | $27K | 0.0% | N/A | 0.019% | |
5/18/2021 | Punch & Associates Investment Management Inc. | 573,736 | $11.35M | 0.7% | +2.1% | 8.730% | |
5/12/2021 | Cadent Capital Advisors LLC | 19,808 | $392K | 0.2% | +46.9% | 0.302% | |
5/12/2021 | UBS Group AG | 2,493 | $49K | 0.0% | +121.8% | 0.038% | |
5/11/2021 | Acadian Asset Management LLC | 24,656 | $489K | 0.0% | -29.1% | 0.376% | |
5/11/2021 | Hilton Capital Management LLC | 52,255 | $1.03M | 0.1% | -76.0% | 0.796% | |
5/4/2021 | Ieq Capital LLC | 10,300 | $204K | 0.0% | -4.6% | 0.157% | |
4/15/2021 | Mcdonald Partners LLC | 41,000 | $811K | 0.2% | N/A | 0.625% | |
3/2/2021 | Capital Asset Advisory Services LLC | 6,135 | $121K | 0.0% | N/A | 0.093% | |
2/18/2021 | Truist Financial Corp | 55,070 | $1.06M | 0.0% | -3.1% | 0.839% | |
2/17/2021 | United Capital Financial Advisers LLC | 93,250 | $1.80M | 0.0% | -14.6% | 1.421% | |
2/16/2021 | LMR Partners LLP | 11,376 | $219K | 0.0% | -12.5% | 0.173% | |
2/16/2021 | Punch & Associates Investment Management Inc. | 562,198 | $10.82M | 0.8% | +4.9% | 8.567% | |
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2/12/2021 | Stifel Financial Corp | 145,031 | $2.79M | 0.0% | +9.2% | 2.210% | |
2/12/2021 | Cadent Capital Advisors LLC | 13,484 | $260K | 0.1% | N/A | 0.205% | |
2/11/2021 | Northern Trust Corp | 12,169 | $234K | 0.0% | -14.9% | 0.185% | |
2/9/2021 | Wells Fargo & Company MN | 2,788 | $54K | 0.0% | -56.1% | 0.042% | |
12/3/2020 | Brinker Capital Investments LLC | 38,757 | $752K | 0.0% | N/A | 0.591% | |
11/16/2020 | Punch & Associates Investment Management Inc. | 536,021 | $10.40M | 0.9% | +17.2% | 8.169% | |
11/16/2020 | ArrowMark Colorado Holdings LLC | 10,127 | $197K | 0.0% | N/A | 0.154% | |
11/13/2020 | Morgan Stanley | 9,580 | $186K | 0.0% | +13.0% | 0.146% | |
11/13/2020 | Truist Financial Corp | 56,833 | $1.10M | 0.0% | -3.1% | 0.866% | |
11/10/2020 | RMB Capital Management LLC | 15,488 | $301K | 0.0% | N/A | 0.236% | |