5/15/2024 | Linscomb Wealth Inc. | 10,500 | $180K | 0.0% | N/A | 0.052% | |
5/9/2024 | BHK Investment Advisors LLC | 366,629 | $6.30M | 2.4% | +66.7% | 1.806% | |
4/30/2024 | Commonwealth Equity Services LLC | 79,323 | $1.36M | 0.0% | -1.5% | 0.391% | |
4/26/2024 | YHB Investment Advisors Inc. | 2,000 | $34K | 0.0% | N/A | 0.010% | |
4/23/2024 | Sky Investment Group LLC | 166,214 | $2.86M | 0.5% | -3.0% | 0.819% | |
4/22/2024 | PFG Investments LLC | 10,474 | $180K | 0.0% | N/A | 0.052% | |
|
4/15/2024 | Future Financial Wealth Managment LLC | 45,659 | $785K | 0.6% | -4.3% | 0.225% | |
4/11/2024 | RFG Advisory LLC | 154,503 | $2.66M | 0.1% | +26.2% | 0.761% | |
4/9/2024 | Curbstone Financial Management Corp | 365,486 | $6.28M | 1.4% | -0.6% | 1.800% | |
4/2/2024 | ST Germain D J Co. Inc. | 12,385 | $213K | 0.0% | -10.5% | 0.061% | |
2/14/2024 | Greenwich Investment Management Inc. | 81,207 | $1.50M | 1.1% | -3.5% | 0.000% | |
2/9/2024 | Commerce Bank | 10,026 | $185K | 0.0% | N/A | 0.000% | |
2/8/2024 | Beacon Pointe Advisors LLC | 46,125 | $850K | 0.0% | +41.2% | 0.000% | |
2/7/2024 | Montag A & Associates Inc. | 13,268 | $249K | 0.0% | +8.9% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 101,703 | $1.88M | 0.0% | +46.3% | 0.000% | |
1/30/2024 | BOK Financial Private Wealth Inc. | 3,000 | $56K | 0.0% | N/A | 0.000% | |
1/29/2024 | BHK Investment Advisors LLC | 219,896 | $4.05M | 2.3% | -31.4% | 0.000% | |
1/25/2024 | RFG Advisory LLC | 122,435 | $2.26M | 0.1% | +26.0% | 0.000% | |
1/24/2024 | Sky Investment Group LLC | 171,389 | $3.16M | 0.7% | -1.9% | 0.000% | |
1/23/2024 | Dumont & Blake Investment Advisors LLC | 46,990 | $866K | 0.3% | -4.4% | 0.000% | |
1/18/2024 | Future Financial Wealth Managment LLC | 47,718 | $879K | 0.9% | +9.4% | 0.000% | |
1/16/2024 | Raymond James & Associates | 22,782 | $420K | 0.0% | +4.6% | 0.000% | |
1/16/2024 | TSP Capital Management Group LLC | 89,095 | $1.64M | 0.6% | -0.6% | 0.000% | |
1/8/2024 | Curbstone Financial Management Corp | 367,736 | $6.78M | 1.5% | -1.2% | 0.000% | |
11/16/2023 | Greenwich Investment Management Inc. | 84,172 | $1.34M | 1.1% | +1.9% | 0.000% | |
11/13/2023 | BHK Investment Advisors LLC | 320,751 | $5.11M | 2.4% | -13.1% | 0.000% | |
11/9/2023 | UBS Group AG | 198,361 | $3.16M | 0.0% | -3.7% | 0.000% | |
11/8/2023 | HighTower Advisors LLC | 22,185 | $355K | 0.0% | +5.1% | 0.000% | |
11/8/2023 | Atria Wealth Solutions Inc. | 69,533 | $1.11M | 0.0% | +125.0% | 0.000% | |
10/30/2023 | Dumont & Blake Investment Advisors LLC | 49,167 | $784K | 0.3% | -2.3% | 0.000% | |
10/26/2023 | Graypoint LLC | 21,075 | $336K | 0.0% | N/A | 0.000% | |
10/26/2023 | Sky Investment Group LLC | 174,689 | $2.79M | 0.6% | -1.0% | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 20,687 | $330K | 0.0% | +14.2% | 0.000% | |
10/20/2023 | Future Financial Wealth Managment LLC | 43,611 | $695K | 0.8% | +2.1% | 0.000% | |
10/17/2023 | DAVENPORT & Co LLC | 23,866 | $380K | 0.0% | -7.9% | 0.000% | |
10/16/2023 | RFG Advisory LLC | 97,193 | $1.55M | 0.1% | N/A | 0.000% | |
9/7/2023 | ST Germain D J Co. Inc. | 12,801 | $191K | 0.0% | N/A | 0.000% | |
8/15/2023 | Rivernorth Capital Management LLC | 886,140 | $13.20M | 0.7% | -6.6% | 0.000% | |
8/10/2023 | Cetera Advisor Networks LLC | 19,066 | $284K | 0.0% | -15.1% | 0.000% | |
8/10/2023 | Cetera Investment Advisers | 38,968 | $581K | 0.0% | -1.9% | 0.000% | |
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8/7/2023 | BHK Investment Advisors LLC | 369,142 | $5.50M | 2.4% | +6.9% | 0.000% | |
8/3/2023 | Atria Wealth Solutions Inc. | 30,901 | $460K | 0.0% | +20.4% | 0.000% | |
8/3/2023 | Dumont & Blake Investment Advisors LLC | 50,316 | $750K | 0.2% | -2.0% | 0.000% | |
8/1/2023 | Money Concepts Capital Corp | 10,322 | $154K | 0.0% | N/A | 0.000% | |
7/20/2023 | DAVENPORT & Co LLC | 25,916 | $386K | 0.0% | -20.2% | 0.000% | |
7/18/2023 | Future Financial Wealth Managment LLC | 42,708 | $636K | 0.7% | +1.7% | 0.000% | |
7/5/2023 | Curbstone Financial Management Corp | 371,836 | $5.54M | 1.3% | -4.1% | 0.000% | |
6/14/2023 | Atria Wealth Solutions Inc. | 25,658 | $358K | 0.0% | -50.0% | 0.000% | |
5/12/2023 | Curbstone Financial Management Corp | 387,636 | $5.49M | 1.3% | -1.2% | 0.000% | |
5/11/2023 | Consolidated Portfolio Review Corp | 10,430 | $148K | 0.0% | N/A | 0.000% | |
5/9/2023 | BHK Investment Advisors LLC | 345,281 | $4.89M | 2.1% | +6.2% | 0.000% | |
5/9/2023 | US Bancorp DE | 20,872 | $295K | 0.0% | -40.1% | 0.000% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 186,100 | $2.63M | 0.1% | -3.9% | 0.000% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 14,477 | $205K | 0.0% | -73.2% | 0.000% | |
4/14/2023 | Raymond James & Associates | 21,678 | $307K | 0.0% | -8.1% | 0.000% | |
4/14/2023 | Dumont & Blake Investment Advisors LLC | 51,361 | $727K | 0.2% | +8.1% | 0.000% | |
2/15/2023 | Almitas Capital LLC | 72,435 | $1.01M | 0.5% | +57.7% | 0.358% | |
2/13/2023 | Atria Wealth Solutions Inc. | 51,316 | $724K | 0.0% | +114.4% | 0.000% | |
2/10/2023 | Arlington Capital Management Inc. | 10,034 | $140K | 0.2% | N/A | 0.000% | |
2/9/2023 | HighTower Advisors LLC | 20,922 | $292K | 0.0% | N/A | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 54,088 | $755K | 0.0% | +4.1% | 0.000% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 19,021 | $266K | 0.0% | -41.6% | 0.000% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 193,676 | $2.70M | 0.1% | +23.3% | 0.000% | |
2/7/2023 | LPL Financial LLC | 95,353 | $1.33M | 0.0% | -7.1% | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 32,351 | $452K | 0.0% | +18.4% | 0.000% | |
2/2/2023 | BHK Investment Advisors LLC | 325,077 | $4.54M | 2.6% | -11.2% | 0.000% | |
2/2/2023 | Silver Oak Securities Incorporated | 13,928 | $194K | 0.0% | N/A | 0.000% | |
1/27/2023 | Sky Investment Group LLC | 177,789 | $2.48M | 0.6% | -0.7% | 0.878% | |
1/26/2023 | Dumont & Blake Investment Advisors LLC | 47,527 | $663K | 0.2% | -3.7% | 0.235% | |
1/20/2023 | DAVENPORT & Co LLC | 32,616 | $455K | 0.0% | -8.6% | 0.161% | |
1/17/2023 | TSP Capital Management Group LLC | 88,610 | $1.24M | 0.5% | +2.4% | 0.437% | |
1/17/2023 | Armstrong Advisory Group Inc. | 1,933 | $27K | 0.0% | N/A | 0.000% | |
1/5/2023 | Future Financial Wealth Managment LLC | 42,098 | $588K | 0.7% | -24.2% | 0.208% | |
11/14/2022 | Almitas Capital LLC | 45,945 | $595K | 0.4% | +433.2% | 0.227% | |
11/14/2022 | Oppenheimer & Co. Inc. | 19,918 | $258K | 0.0% | -38.4% | 0.098% | |
11/1/2022 | BHK Investment Advisors LLC | 365,880 | $4.74M | 2.4% | -2.4% | 0.000% | |
10/28/2022 | Benjamin F. Edwards & Company Inc. | 157,113 | $2.04M | 0.1% | +9.1% | 0.775% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 51,969 | $673K | 0.0% | -6.2% | 0.000% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 32,598 | $422K | 0.0% | -34.2% | 0.161% | |
10/13/2022 | Future Financial Wealth Managment LLC | 55,521 | $745K | 0.9% | +3.6% | 0.000% | |
10/11/2022 | DAVENPORT & Co LLC | 35,691 | $462K | 0.0% | -2.7% | 0.000% | |
10/5/2022 | Curbstone Financial Management Corp | 392,536 | $5.08M | 1.3% | -0.4% | 0.000% | |
8/15/2022 | Atria Wealth Solutions Inc. | 21,361 | $286K | 0.0% | +77.5% | 0.105% | |
8/8/2022 | Oppenheimer & Co. Inc. | 32,335 | $434K | 0.0% | -61.0% | 0.160% | |
8/4/2022 | BHK Investment Advisors LLC | 374,826 | $5.03M | 2.3% | +9.9% | 1.850% | |
8/4/2022 | Curbstone Financial Management Corp | 393,936 | $5.28M | 1.2% | -5.7% | 1.944% | |
8/3/2022 | Dumont & Blake Investment Advisors LLC | 49,337 | $662K | 0.2% | -6.7% | 0.000% | |
7/21/2022 | TSP Capital Management Group LLC | 85,845 | $1.15M | 0.5% | +1.9% | 0.000% | |
7/19/2022 | Commonwealth Equity Services LLC | 82,489 | $1.11M | 0.0% | -2.8% | 0.000% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 49,508 | $664K | 0.0% | -5.6% | 0.000% | |
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5/17/2022 | Greenwich Investment Management Inc. | 85,295 | $1.30M | 0.8% | -1.4% | 0.000% | |
5/16/2022 | Rivernorth Capital Management LLC | 850,705 | $12.96M | 0.5% | +8.5% | 4.199% | |
5/12/2022 | TSP Capital Management Group LLC | 84,278 | $1.28M | 0.4% | -4.2% | 0.416% | |
5/12/2022 | ST Germain D J Co. Inc. | 15,887 | $242K | 0.0% | +23.1% | 0.078% | |
5/12/2022 | Fiduciary Trust Co. | 10,437 | $159K | 0.0% | N/A | 0.052% | |
5/12/2022 | Oppenheimer & Co. Inc. | 82,892 | $1.26M | 0.0% | -9.4% | 0.409% | |
5/9/2022 | Northwestern Mutual Wealth Management Co. | 69,230 | $1.05M | 0.0% | -1.3% | 0.342% | |
5/5/2022 | BHK Investment Advisors LLC | 340,923 | $5.19M | 2.2% | -1.1% | 0.000% | |
5/4/2022 | Advisor Group Holdings Inc. | 41,032 | $624K | 0.0% | -42.1% | 0.000% | |
5/4/2022 | Commonwealth Equity Services LLC | 84,851 | $1.29M | 0.0% | +1.5% | 0.000% | |