5/6/2024 | Concord Investment Counsel Inc. | 135,516 | $1.12M | 0.4% | N/A | 1.128% | |
4/24/2024 | SOL Capital Management CO | 42,750 | $354K | 0.0% | -67.8% | 0.356% | |
2/12/2024 | Focus Financial Network Inc. ADV | 10,443 | $84K | 0.0% | N/A | 0.088% | |
2/8/2024 | Financial Advocates Investment Management | 152,553 | $1.21M | 0.1% | +19.7% | 1.285% | |
2/8/2024 | Foundations Investment Advisors LLC | 364,632 | $2.94M | 0.1% | +18.1% | 3.072% | |
1/25/2024 | SOL Capital Management CO | 132,750 | $1.06M | 0.1% | -4.8% | 1.118% | |
|
11/9/2023 | Atomi Financial Group Inc. | 28,710 | $256K | 0.1% | N/A | 0.242% | |
10/27/2023 | Financial Advocates Investment Management | 127,444 | $1.13M | 0.1% | +9.6% | 1.074% | |
10/19/2023 | SOL Capital Management CO | 139,400 | $1.24M | 0.2% | -1.1% | 1.174% | |
10/5/2023 | Foundations Investment Advisors LLC | 308,860 | $2.75M | 0.1% | +15.8% | 2.602% | |
7/25/2023 | Raymond James & Associates | 24,937 | $240K | 0.0% | -18.9% | 0.210% | |
7/19/2023 | Foundations Investment Advisors LLC | 266,772 | $2.57M | 0.1% | N/A | 2.247% | |
6/14/2023 | Atria Wealth Solutions Inc. | 31,237 | $266K | 0.0% | N/A | 0.263% | |
5/11/2023 | Financial Advocates Investment Management | 109,252 | $920K | 0.1% | +69.7% | 0.920% | |
1/24/2023 | SOL Capital Management CO | 143,400 | $1.13M | 0.2% | -4.7% | 1.231% | |
11/15/2022 | Financial Advocates Investment Management | 50,093 | $400K | 0.0% | +30.4% | 0.430% | |
10/25/2022 | Janney Montgomery Scott LLC | 26,590 | $212K | 0.0% | N/A | 0.228% | |
10/25/2022 | Raymond James & Associates | 29,589 | $236K | 0.0% | +5.7% | 0.254% | |
8/13/2022 | NewEdge Advisors LLC | 136,245 | $1.26M | 0.0% | -2.6% | 1.169% | |
8/12/2022 | First Foundation Advisors | 30,877 | $286K | 0.0% | -6.0% | 0.265% | |
8/12/2022 | Financial Advocates Investment Management | 38,419 | $355K | 0.0% | +68.2% | 0.330% | |
8/5/2022 | Horizon Kinetics Asset Management LLC | 25,095 | $232K | 0.0% | -4.4% | 0.215% | |
8/2/2022 | UMA Financial Services Inc. | 32,330 | $319K | 0.1% | -6.3% | 0.278% | |
7/21/2022 | SOL Capital Management CO | 150,400 | $1.39M | 0.3% | -1.4% | 1.291% | |
5/11/2022 | Financial Advocates Investment Management | 22,841 | $233K | 0.0% | N/A | 0.196% | |
5/5/2022 | First Foundation Advisors | 32,845 | $334K | 0.0% | -44.2% | 0.282% | |
5/4/2022 | Advisor Group Holdings Inc. | 46,444 | $473K | 0.0% | -5.8% | 0.399% | |
4/29/2022 | CoreCap Advisors LLC | 14,615 | $149K | 0.0% | +40.1% | 0.125% | |
4/18/2022 | SOL Capital Management CO | 152,600 | $1.55M | 0.3% | -0.7% | 1.310% | |
2/3/2022 | Advisor Group Holdings Inc. | 49,317 | $529K | 0.0% | -4.4% | 0.425% | |
11/16/2021 | MML Investors Services LLC | 21,922 | $249K | 0.0% | N/A | 0.189% | |
11/15/2021 | First Foundation Advisors | 63,456 | $720K | 0.0% | -31.9% | 0.546% | |
11/5/2021 | Advisor Group Holdings Inc. | 51,594 | $585K | 0.0% | +40.1% | 0.444% | |
11/2/2021 | Raymond James & Associates | 28,922 | $328K | 0.0% | +21.0% | 0.249% | |
8/13/2021 | First Foundation Advisors | 93,179 | $1.11M | 0.0% | -4.1% | 0.802% | |
8/13/2021 | LPL Financial LLC | 19,163 | $227K | 0.0% | +6.1% | 0.165% | |
8/11/2021 | Commonwealth Equity Services LLC | 73,107 | $867K | 0.0% | -10.0% | 0.629% | |
8/10/2021 | Mid Atlantic Financial Management Inc. ADV | 105,490 | $1.25M | 0.1% | -11.2% | 0.908% | |
8/2/2021 | Advisor Group Holdings Inc. | 36,825 | $437K | 0.0% | +16.5% | 0.317% | |
7/20/2021 | SOL Capital Management CO | 157,950 | $1.88M | 0.4% | -8.5% | 1.360% | |
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5/18/2021 | First Foundation Advisors | 97,182 | $1.11M | 0.0% | -7.2% | 0.837% | |
5/12/2021 | UBS Group AG | 2,236 | $26K | 0.0% | +207.6% | 0.019% | |
5/11/2021 | Horizon Kinetics Asset Management LLC | 29,777 | $341K | 0.0% | -4.7% | 0.256% | |
5/4/2021 | Commonwealth Equity Services LLC | 81,237 | $930K | 0.0% | +41.1% | 0.699% | |
4/22/2021 | SOL Capital Management CO | 172,700 | $1.98M | 0.4% | -1.1% | 1.487% | |
2/12/2021 | LPL Financial LLC | 14,791 | $159K | 0.0% | +8.8% | 0.127% | |
2/10/2021 | Mid Atlantic Financial Management Inc. ADV | 119,447 | $1.28M | 0.1% | +1.6% | 1.028% | |
2/5/2021 | NEXT Financial Group Inc | 3,026 | $32K | 0.0% | -24.5% | 0.026% | |
2/3/2021 | Ieq Capital LLC | 91,520 | $982K | 0.0% | N/A | 0.788% | |
11/9/2020 | LPL Financial LLC | 13,595 | $138K | 0.0% | +12.4% | 0.117% | |
11/9/2020 | Kestra Private Wealth Services LLC | 16,677 | $169K | 0.0% | N/A | 0.144% | |
10/23/2020 | SOL Capital Management CO | 174,637 | $1.77M | 0.5% | +1.5% | 1.503% | |
10/22/2020 | NEXT Financial Group Inc | 4,010 | $41K | 0.0% | N/A | 0.035% | |
10/19/2020 | Capital Investment Advisory Services LLC | 10,000 | $101K | 0.0% | N/A | 0.086% | |
8/14/2020 | Bank of America Corp DE | 57,335 | $540K | 0.0% | +10.7% | 0.494% | |
8/14/2020 | Advisor Group Holdings Inc. | 36,472 | $344K | 0.0% | -35.3% | 0.314% | |
8/11/2020 | UMA Financial Services Inc. | 34,500 | $338K | 0.1% | N/A | 0.297% | |
8/6/2020 | Mid Atlantic Financial Management Inc. ADV | 114,947 | $1.08M | 0.1% | +7.0% | 0.989% | |
7/31/2020 | SOL Capital Management CO | 172,137 | $1.62M | 0.5% | +6.2% | 1.481% | |
7/31/2020 | UBS Group AG | 4,678 | $44K | 0.0% | +53.0% | 0.040% | |
7/28/2020 | DAVENPORT & Co LLC | 25,250 | $238K | 0.0% | N/A | 0.217% | |
5/18/2020 | RiverNorth Capital Management LLC | 34,461 | $274K | 0.0% | N/A | 0.297% | |
5/18/2020 | Advisor Group Holdings Inc. | 56,410 | $449K | 0.0% | N/A | 0.485% | |
5/15/2020 | Morgan Stanley | 15,695 | $125K | 0.0% | +51.4% | 0.135% | |
5/14/2020 | Wells Fargo & Company MN | 10,527 | $84K | 0.0% | -13.5% | 0.091% | |
5/13/2020 | Horizon Kinetics Asset Management LLC | 33,751 | $268K | 0.0% | -15.9% | 0.291% | |
5/13/2020 | Lido Advisors LLC | 17,112 | $138K | 0.0% | -37.2% | 0.147% | |
5/11/2020 | First Foundation Advisors | 109,293 | $868K | 0.1% | -44.7% | 0.941% | |