5/9/2024 | ProVise Management Group LLC | 93,590 | $1.47M | 0.1% | -2.5% | 0.820% | |
5/1/2024 | Janney Montgomery Scott LLC | 23,510 | $368K | 0.0% | N/A | 0.206% | |
4/30/2024 | WealthBridge Capital Management LLC | 36,560 | $572K | 0.2% | +125.6% | 0.320% | |
4/23/2024 | Oak Harbor Wealth Partners LLC | 40,132 | $628K | 0.2% | +3.3% | 0.351% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 328,876 | $5.15M | 0.0% | -3.6% | 2.880% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 96,512 | $1.51M | 0.1% | +12.6% | 0.845% | |
|
2/20/2024 | Quarry LP | 7,488 | $114K | 0.0% | N/A | 0.066% | |
2/13/2024 | 1607 Capital Partners LLC | 596,579 | $9.07M | 0.6% | -5.4% | 5.224% | |
2/9/2024 | ProVise Management Group LLC | 95,952 | $1.46M | 0.1% | +1.1% | 0.840% | |
2/9/2024 | Oak Harbor Wealth Partners LLC | 38,858 | $591K | 0.2% | +3.6% | 0.340% | |
2/7/2024 | Shaker Financial Services LLC | 26,695 | $406K | 0.2% | N/A | 0.234% | |
2/1/2024 | Wolverine Asset Management LLC | 7,523 | $114K | 0.0% | -87.1% | 0.066% | |
1/29/2024 | Citizens National Bank Trust Department | 6,600 | $100K | 0.0% | -27.7% | 0.058% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 341,232 | $5.19M | 0.0% | +5.0% | 2.988% | |
1/25/2024 | International Assets Investment Management LLC | 85,176 | $1.30M | 0.0% | N/A | 0.746% | |
1/24/2024 | International Assets Investment Management LLC | 85,176 | $1.30M | 0.0% | N/A | 0.746% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 59,711 | $908K | 0.0% | +33.9% | 0.523% | |
1/16/2024 | Raymond James & Associates | 29,050 | $442K | 0.0% | -10.0% | 0.254% | |
12/6/2023 | Citigroup Inc. | 43,103 | $624K | 0.0% | +19.7% | 0.377% | |
11/13/2023 | Wolverine Asset Management LLC | 58,326 | $844K | 0.0% | +133.6% | 0.511% | |
11/9/2023 | Citigroup Inc. | 43,103 | $624K | 0.0% | +19.7% | 0.377% | |
11/8/2023 | ProVise Management Group LLC | 94,877 | $1.37M | 0.1% | -4.8% | 0.831% | |
10/30/2023 | Melfa Wealth Management LLC | 23,214 | $336K | 0.3% | +18.7% | 0.203% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 76,517 | $1.11M | 0.1% | -1.6% | 0.670% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 325,099 | $4.70M | 0.0% | +41.2% | 2.847% | |
10/25/2023 | Citizens National Bank Trust Department | 9,125 | $132K | 0.0% | -47.1% | 0.080% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 44,606 | $645K | 0.0% | -7.9% | 0.391% | |
10/24/2023 | Raymond James & Associates | 32,280 | $467K | 0.0% | -14.3% | 0.283% | |
10/23/2023 | Commonwealth Equity Services LLC | 14,268 | $206K | 0.0% | N/A | 0.125% | |
10/20/2023 | Uncommon Cents Investing LLC | 19,510 | $282K | 0.1% | -9.3% | 0.171% | |
10/19/2023 | Oak Harbor Wealth Partners LLC | 37,505 | $543K | 0.2% | +28.3% | 0.328% | |
8/24/2023 | ProVise Management Group LLC | 99,687 | $1.48M | 0.1% | +6.3% | 0.873% | |
8/11/2023 | Guggenheim Capital LLC | 59,960 | $892K | 0.0% | +15.8% | 0.525% | |
8/10/2023 | Sit Investment Associates Inc. | 1,120,352 | $16.67M | 0.4% | +3.7% | 9.810% | |
8/7/2023 | Wolverine Asset Management LLC | 24,968 | $372K | 0.0% | N/A | 0.219% | |
8/7/2023 | Shaker Financial Services LLC | 11,810 | $176K | 0.1% | N/A | 0.103% | |
7/31/2023 | LPL Financial LLC | 59,334 | $883K | 0.0% | +8.6% | 0.520% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 48,457 | $721K | 0.0% | -6.9% | 0.424% | |
7/25/2023 | Raymond James & Associates | 37,654 | $560K | 0.0% | -6.1% | 0.330% | |
7/24/2023 | Allspring Global Investments Holdings LLC | 230,249 | $3.43M | 0.0% | +116.3% | 2.016% | |
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7/18/2023 | Allspring Global Investments Holdings LLC | 230,249 | $3.43M | 0.0% | +116.3% | 2.016% | |
7/13/2023 | IVC Wealth Advisors LLC | 10,527 | $157K | 0.1% | N/A | 0.092% | |
5/9/2023 | Tortoise Investment Management LLC | 2,301 | $35K | 0.0% | -38.9% | 0.020% | |
5/8/2023 | ProVise Management Group LLC | 93,820 | $1.45M | 0.1% | +207.1% | 0.822% | |
5/3/2023 | Citizens National Bank Trust Department | 17,410 | $268K | 0.1% | -26.9% | 0.152% | |
4/26/2023 | Fiera Capital Corp | 69,691 | $1.07M | 0.0% | -1.9% | 0.610% | |
4/24/2023 | Oak Harbor Wealth Partners LLC | 29,055 | $448K | 0.2% | +126.1% | 0.254% | |
4/20/2023 | Hennion & Walsh Asset Management Inc. | 65,316 | $1.01M | 0.1% | +103.5% | 0.572% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 52,043 | $802K | 0.0% | +4.7% | 0.456% | |
4/14/2023 | Raymond James & Associates | 40,083 | $618K | 0.0% | -17.6% | 0.351% | |
4/13/2023 | Allspring Global Investments Holdings LLC | 106,456 | $1.64M | 0.0% | -35.1% | 0.932% | |
2/10/2023 | ProVise Management Group LLC | 30,550 | $479K | 0.0% | +74.1% | 0.268% | |
2/10/2023 | Sit Investment Associates Inc. | 1,095,392 | $17.18M | 0.5% | +5.6% | 9.592% | |
2/9/2023 | Citizens National Bank Trust Department | 23,810 | $373K | 0.1% | -7.1% | 0.209% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 49,728 | $780K | 0.0% | +22.3% | 0.435% | |
2/8/2023 | Raymond James & Associates | 48,633 | $763K | 0.0% | -3.6% | 0.426% | |
2/8/2023 | Fiera Capital Corp | 71,055 | $1.11M | 0.0% | +5.7% | 0.622% | |
2/7/2023 | Nations Financial Group Inc. IA ADV | 57,522 | $902K | 0.1% | N/A | 0.504% | |
2/7/2023 | LPL Financial LLC | 53,394 | $837K | 0.0% | +5.3% | 0.468% | |
2/3/2023 | Tortoise Investment Management LLC | 3,766 | $59K | 0.0% | -86.7% | 0.033% | |
1/31/2023 | Melfa Wealth Management LLC | 19,596 | $307K | 0.3% | N/A | 0.172% | |
1/23/2023 | Allspring Global Investments Holdings LLC | 163,932 | $2.57M | 0.0% | +11.1% | 1.436% | |
1/18/2023 | Oak Harbor Wealth Partners LLC | 12,852 | $202K | 0.1% | -27.0% | 0.113% | |
1/12/2023 | Hennion & Walsh Asset Management Inc. | 32,089 | $503K | 0.0% | N/A | 0.281% | |
11/15/2022 | 1607 Capital Partners LLC | 858,566 | $12.37M | 1.0% | +7.1% | 7.521% | |
11/8/2022 | Citizens National Bank Trust Department | 25,625 | $369K | 0.1% | -3.6% | 0.224% | |
11/4/2022 | Tortoise Investment Management LLC | 28,379 | $409K | 0.1% | -27.9% | 0.249% | |
10/26/2022 | Allspring Global Investments Holdings LLC | 147,567 | $2.13M | 0.0% | +66.0% | 1.293% | |
10/25/2022 | Raymond James & Associates | 50,456 | $727K | 0.0% | -27.3% | 0.442% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 40,671 | $586K | 0.0% | -20.0% | 0.356% | |
8/16/2022 | Collaborative Wealth Managment Inc. | 16,620 | $270K | 0.2% | N/A | 0.146% | |
8/11/2022 | Sit Investment Associates Inc. | 862,922 | $14.04M | 0.4% | +9.7% | 7.559% | |
8/10/2022 | Fiera Capital Corp | 67,390 | $1.10M | 0.0% | +24.0% | 0.590% | |
8/8/2022 | ProVise Management Group LLC | 15,347 | $250K | 0.0% | N/A | 0.134% | |
8/4/2022 | Northwestern Mutual Wealth Management Co. | 11,086 | $180K | 0.0% | N/A | 0.097% | |
8/2/2022 | Baystate Wealth Management LLC | 1,863 | $30K | 0.0% | N/A | 0.016% | |
7/28/2022 | Citizens National Bank Trust Department | 26,575 | $432K | 0.1% | -8.0% | 0.233% | |
7/25/2022 | Oak Harbor Wealth Partners LLC | 16,993 | $276K | 0.1% | +13.6% | 0.149% | |
7/25/2022 | Allspring Global Investments Holdings LLC | 88,913 | $1.45M | 0.0% | +61.4% | 0.779% | |
7/15/2022 | Gilman Hill Asset Management LLC | 10,000 | $163K | 0.0% | N/A | 0.088% | |
5/17/2022 | 1607 Capital Partners LLC | 479,066 | $8.39M | 0.5% | +4,255.1% | 4.207% | |
5/12/2022 | Sit Investment Associates Inc. | 786,300 | $13.78M | 0.4% | +9.6% | 6.905% | |
5/11/2022 | Oak Harbor Wealth Partners LLC | 14,958 | $262K | 0.1% | N/A | 0.131% | |
5/10/2022 | OLD Second National Bank of Aurora | 3,045 | $53K | 0.0% | N/A | 0.027% | |
5/10/2022 | San Luis Wealth Advisors LLC | 3,370 | $67K | 0.0% | N/A | 0.030% | |
5/10/2022 | Citizens National Bank Trust Department | 28,875 | $475K | 0.2% | +46.2% | 0.254% | |
5/9/2022 | Fiera Capital Corp | 54,342 | $952K | 0.0% | +33.7% | 0.477% | |
5/6/2022 | Tortoise Investment Management LLC | 39,335 | $689K | 0.1% | +9,265.5% | 0.345% | |
5/2/2022 | Allspring Global Investments Holdings LLC | 55,081 | $965K | 0.0% | N/A | 0.484% | |
4/19/2022 | Access Financial Services Inc. | 65,564 | $1.15M | 0.5% | -3.3% | 0.576% | |
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2/15/2022 | Citizens National Bank Trust Department | 19,750 | $394K | 0.1% | +7.0% | 0.173% | |
2/14/2022 | Guggenheim Capital LLC | 77,604 | $1.55M | 0.0% | +4.9% | 0.682% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 92,110 | $1.84M | 0.0% | +5.2% | 0.809% | |
2/8/2022 | Fiera Capital Corp | 40,645 | $810K | 0.0% | +2.8% | 0.357% | |
2/8/2022 | Steward Partners Investment Advisory LLC | 10,572 | $211K | 0.0% | +26.6% | 0.093% | |
2/8/2022 | Raymond James & Associates | 122,920 | $2.45M | 0.0% | +1.7% | 1.079% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 10,756 | $214K | 0.0% | +6.6% | 0.094% | |
1/28/2022 | Americana Partners LLC | 10,200 | $203K | 0.0% | N/A | 0.090% | |
1/27/2022 | Uncommon Cents Investing LLC | 20,910 | $417K | 0.2% | -8.9% | 0.184% | |
1/14/2022 | Access Financial Services Inc. | 67,792 | $1.35M | 0.6% | +50.8% | 0.595% | |