4/19/2024 | E&G Advisors LP | 57,942 | $510K | 0.2% | -2.4% | 0.000% | |
4/16/2024 | Cypress Wealth Services LLC | 17,000 | $150K | 0.0% | -15.0% | 0.000% | |
2/23/2024 | Chicago Partners Investment Group LLC | 131,942 | $1.16M | 0.1% | -39.2% | 0.000% | |
2/15/2024 | Bulldog Investors LLP | 17,054 | $149K | 0.0% | N/A | 0.000% | |
2/12/2024 | StoneX Group Inc. | 71,494 | $623K | 0.1% | N/A | 0.000% | |
2/1/2024 | Signaturefd LLC | 10,187 | $89K | 0.0% | +7,617.4% | 0.000% | |
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1/25/2024 | E&G Advisors LP | 59,342 | $517K | 0.2% | -7.4% | 0.000% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 17,674 | $156K | 0.0% | -17.3% | 0.000% | |
11/13/2023 | Stifel Financial Corp | 359,115 | $3.15M | 0.0% | +1.7% | 0.000% | |
11/9/2023 | UBS Group AG | 259,467 | $2.28M | 0.0% | -2.6% | 0.000% | |
11/7/2023 | OmniStar Financial Group Inc. | 11,074 | $97K | 0.1% | N/A | 0.000% | |
10/26/2023 | Punch & Associates Investment Management Inc. | 1,210,882 | $10.63M | 0.7% | +13.4% | 0.000% | |
10/25/2023 | E&G Advisors LP | 64,092 | $563K | 0.2% | -5.5% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 115,950 | $1.02M | 0.0% | -8.1% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 116,450 | $1.02M | 0.0% | -2.0% | 0.000% | |
8/24/2023 | Arlington Capital Management Inc. | 25,461 | $219K | 0.2% | +10.2% | 0.000% | |
8/10/2023 | Sit Investment Associates Inc. | 16,645 | $143K | 0.0% | N/A | 0.000% | |
7/26/2023 | Janney Montgomery Scott LLC | 10,760 | $93K | 0.0% | -16.6% | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 126,212 | $1.09M | 0.0% | +18.1% | 0.000% | |
7/25/2023 | Raymond James & Associates | 22,500 | $194K | 0.0% | -12.9% | 0.000% | |
7/21/2023 | E&G Advisors LP | 67,817 | $585K | 0.2% | -2.3% | 0.000% | |
4/17/2023 | E&G Advisors LP | 69,392 | $598K | 0.2% | -6.3% | 0.000% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 106,902 | $921K | 0.0% | +294.2% | 0.000% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 33,880 | $297K | 0.0% | -3.4% | 0.000% | |
2/14/2023 | Atlas Wealth LLC | 10,365 | $90K | 0.0% | N/A | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 27,118 | $234K | 0.0% | N/A | 0.000% | |
2/8/2023 | UBS Group AG | 260,643 | $2.25M | 0.0% | +6.7% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 118,600 | $1.02M | 0.0% | -6.7% | 0.000% | |
2/1/2023 | Janney Montgomery Scott LLC | 12,909 | $112K | 0.0% | -18.1% | 0.000% | |
1/31/2023 | Geneos Wealth Management Inc. | 7,646 | $66K | 0.0% | +978.4% | 0.000% | |
1/13/2023 | E&G Advisors LP | 74,092 | $640K | 0.2% | -4.1% | 0.000% | |
11/14/2022 | Guggenheim Capital LLC | 52,388 | $443K | 0.0% | +25.6% | 0.000% | |
11/10/2022 | UBS Group AG | 244,370 | $2.07M | 0.0% | -11.6% | 0.000% | |
11/8/2022 | Advisors Asset Management Inc. | 342,509 | $2.90M | 0.1% | +42.6% | 0.000% | |
11/2/2022 | Rockefeller Capital Management L.P. | 11,750 | $99K | 0.0% | +27.0% | 0.000% | |
10/25/2022 | Janney Montgomery Scott LLC | 15,760 | $133K | 0.0% | +48.8% | 0.000% | |
10/11/2022 | E&G Advisors LP | 77,292 | $654K | 0.2% | -2.6% | 0.000% | |
8/8/2022 | Advisors Asset Management Inc. | 240,148 | $2.07M | 0.0% | N/A | 0.000% | |
7/28/2022 | Royal Fund Management LLC | 16,524 | $142K | 0.0% | -7.8% | 0.000% | |
7/19/2022 | Commonwealth Equity Services LLC | 132,600 | $1.14M | 0.0% | -1.9% | 0.000% | |
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5/20/2022 | Chicago Partners Investment Group LLC | 212,807 | $1.85M | 0.1% | -2.7% | 0.000% | |
5/11/2022 | King Luther Capital Management Corp | 18,000 | $168K | 0.0% | N/A | 0.000% | |
5/4/2022 | Commonwealth Equity Services LLC | 135,150 | $1.26M | 0.0% | +39.5% | 0.000% | |
4/12/2022 | E&G Advisors LP | 79,792 | $745K | 0.2% | -2.7% | 0.000% | |
2/15/2022 | Chicago Partners Investment Group LLC | 218,821 | $2.09M | 0.1% | +16.2% | 0.000% | |
2/8/2022 | Steward Partners Investment Advisory LLC | 26,493 | $261K | 0.0% | -40.7% | 0.000% | |
2/8/2022 | Bank of America Corp DE | 211,732 | $2.09M | 0.0% | -10.2% | 0.000% | |
2/7/2022 | Ameritas Advisory Services LLC | 36,903 | $364K | 0.0% | N/A | 0.000% | |
1/31/2022 | Commonwealth Equity Services LLC | 96,900 | $956K | 0.0% | +831.7% | 0.000% | |
1/28/2022 | National Asset Management Inc. | 32,958 | $326K | 0.0% | +3.9% | 0.000% | |
1/27/2022 | Janney Montgomery Scott LLC | 10,590 | $105K | 0.0% | N/A | 0.000% | |
1/13/2022 | E&G Advisors LP | 82,000 | $809K | 0.2% | +22.0% | 0.000% | |
11/15/2021 | Royal Bank of Canada | 305,258 | $3.15M | 0.0% | +1.7% | 0.000% | |
11/15/2021 | Morgan Stanley | 988,888 | $10.22M | 0.0% | +2.8% | 0.000% | |
11/10/2021 | Creative Planning | 12,375 | $128K | 0.0% | N/A | 0.000% | |
11/2/2021 | Raymond James & Associates | 25,834 | $267K | 0.0% | -11.4% | 0.000% | |
10/29/2021 | Commonwealth Equity Services LLC | 10,400 | $107K | 0.0% | -12.6% | 0.000% | |
10/20/2021 | Royal Fund Management LLC | 19,896 | $205K | 0.0% | -16.8% | 0.000% | |
10/20/2021 | E&G Advisors LP | 67,200 | $694K | 0.2% | N/A | 0.000% | |
9/17/2021 | Virtu Financial LLC | 11,083 | $116K | 0.0% | N/A | 0.000% | |
9/10/2021 | Punch & Associates Investment Management Inc. | 929,842 | $9.71M | 0.5% | -0.8% | 0.000% | |
8/17/2021 | Wells Fargo & Company MN | 728,300 | $7.60M | 0.0% | -3.2% | 0.000% | |
8/17/2021 | Invesco Ltd. | 47,583 | $497K | 0.0% | +61.1% | 0.000% | |
8/16/2021 | Bank of America Corp DE | 252,980 | $2.64M | 0.0% | -2.4% | 0.000% | |
8/16/2021 | First Trust Advisors LP | 97,789 | $1.02M | 0.0% | +2.8% | 0.000% | |
8/16/2021 | Royal Bank of Canada | 300,065 | $3.13M | 0.0% | +3.4% | 0.000% | |
8/16/2021 | Morgan Stanley | 961,530 | $10.04M | 0.0% | +3.0% | 0.000% | |
8/16/2021 | Punch & Associates Investment Management Inc. | 929,842 | $9.71M | 0.5% | -0.8% | 0.000% | |
8/13/2021 | Steward Partners Investment Advisory LLC | 49,693 | $519K | 0.0% | -31.5% | 0.000% | |
8/13/2021 | Stifel Financial Corp | 243,014 | $2.54M | 0.0% | +46.9% | 0.000% | |
8/10/2021 | National Asset Management Inc. | 30,923 | $323K | 0.0% | +50.8% | 0.000% | |
8/4/2021 | Shaker Financial Services LLC | 15,400 | $161K | 0.1% | N/A | 0.000% | |
8/2/2021 | Chicago Partners Investment Group LLC | 188,654 | $2.01M | 0.1% | -9.0% | 0.000% | |
5/18/2021 | Punch & Associates Investment Management Inc. | 937,732 | $9.72M | 0.6% | +3.3% | 0.000% | |
5/18/2021 | Rivernorth Capital Management LLC | 80,632 | $835K | 0.1% | +225.0% | 0.000% | |
5/18/2021 | Morgan Stanley | 933,673 | $9.67M | 0.0% | +7.7% | 0.000% | |
5/17/2021 | Royal Bank of Canada | 290,199 | $3.01M | 0.0% | -4.2% | 0.000% | |
5/17/2021 | Ameriprise Financial Inc. | 54,014 | $560K | 0.0% | -37.0% | 0.000% | |
5/17/2021 | Hennion & Walsh Asset Management Inc. | 25,806 | $267K | 0.0% | N/A | 0.000% | |
5/14/2021 | Stifel Financial Corp | 165,467 | $1.71M | 0.0% | +40.3% | 0.000% | |
5/12/2021 | UBS Group AG | 216,227 | $2.24M | 0.0% | +2.1% | 0.000% | |
5/11/2021 | Rockefeller Capital Management L.P. | 5,000 | $51K | 0.0% | +66.7% | 0.000% | |
4/28/2021 | Chicago Partners Investment Group LLC | 207,319 | $2.16M | 0.2% | +10.5% | 0.000% | |
2/16/2021 | Morgan Stanley | 866,888 | $8.66M | 0.0% | +7.1% | 0.000% | |
2/16/2021 | Punch & Associates Investment Management Inc. | 908,023 | $9.07M | 0.6% | -1.8% | 0.000% | |
2/12/2021 | Stifel Financial Corp | 117,939 | $1.18M | 0.0% | -30.4% | 0.000% | |
2/11/2021 | Steward Partners Investment Advisory LLC | 56,529 | $565K | 0.0% | -47.6% | 0.000% | |
2/9/2021 | Wells Fargo & Company MN | 740,046 | $7.39M | 0.0% | -0.9% | 0.000% | |
2/9/2021 | Arkadios Wealth Advisors | 4,892 | $48K | 0.0% | N/A | 0.000% | |
2/9/2021 | Landscape Capital Management L.L.C. | 18,190 | $182K | 0.0% | N/A | 0.000% | |
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2/3/2021 | Shaker Financial Services LLC | 102,651 | $1.03M | 0.4% | -30.5% | 0.000% | |
2/2/2021 | First Trust Advisors LP | 97,311 | $972K | 0.0% | -2.8% | 0.000% | |
2/2/2021 | Royal Fund Management LLC | 24,249 | $242K | 0.1% | -6.9% | 0.000% | |
1/27/2021 | Chicago Partners Investment Group LLC | 187,560 | $1.86M | 0.2% | +0.7% | 0.000% | |
1/22/2021 | Cypress Wealth Services LLC | 20,000 | $200K | 0.0% | -200.0% | 0.000% | |
11/16/2020 | Punch & Associates Investment Management Inc. | 924,489 | $8.14M | 0.7% | +0.6% | 0.000% | |
11/16/2020 | Rivernorth Capital Management LLC | 21,254 | $187K | 0.0% | N/A | 0.000% | |
11/13/2020 | Morgan Stanley | 809,565 | $7.12M | 0.0% | +2.7% | 0.000% | |
11/10/2020 | RMB Capital Management LLC | 17,911 | $158K | 0.0% | N/A | 0.000% | |
11/9/2020 | Shaker Financial Services LLC | 147,668 | $1.30M | 0.7% | N/A | 0.000% | |