4/30/2024 | North Star Investment Management Corp. | 179,441 | $3.39M | 0.2% | +3.8% | 0.000% | |
4/30/2024 | West Bancorporation Inc. | 10,296 | $195K | 0.1% | N/A | 0.000% | |
4/24/2024 | Buttonwood Financial Advisors Inc. | 10,458 | $198K | 0.1% | -9.6% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 73,102 | $1.38M | 0.0% | -4.8% | 0.000% | |
4/22/2024 | Aurora Private Wealth Inc. | 21,464 | $406K | 0.4% | +39.3% | 0.000% | |
4/18/2024 | Edmonds Duncan Registered Investment Advisors LLC | 70,487 | $1.33M | 0.3% | +2.1% | 0.000% | |
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4/15/2024 | Exeter Financial LLC | 525,771 | $9.70M | 4.5% | -0.7% | 0.000% | |
4/11/2024 | Opal Wealth Advisors LLC | 31,184 | $589K | 0.2% | -3.3% | 0.000% | |
2/13/2024 | Karpus Management Inc. | 249,758 | $4.56M | 0.1% | -11.7% | 0.000% | |
2/9/2024 | Certified Advisory Corp | 10,419 | $190K | 0.0% | N/A | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 559,181 | $10.22M | 0.0% | -0.5% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 28,002 | $512K | 0.0% | -3.8% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 191,154 | $3.49M | 1.4% | +450.6% | 0.000% | |
2/7/2024 | Principal Securities Inc. | 1,768 | $32K | 0.0% | N/A | 0.000% | |
2/6/2024 | 9258 Wealth Management LLC | 47,256 | $863K | 0.2% | -3.0% | 0.000% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 12,253 | $224K | 0.0% | +12.9% | 0.000% | |
2/5/2024 | Kestra Private Wealth Services LLC | 17,708 | $324K | 0.0% | +3.3% | 0.000% | |
2/2/2024 | Truist Financial Corp | 29,069 | $531K | 0.0% | -2.3% | 0.000% | |
2/1/2024 | CWM LLC | 22,377 | $409K | 0.0% | +247.7% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 217,131 | $3.97M | 0.0% | +1,391.9% | 0.000% | |
1/22/2024 | Buttonwood Financial Advisors Inc. | 11,569 | $211K | 0.1% | -16.0% | 0.000% | |
1/22/2024 | Opal Wealth Advisors LLC | 32,232 | $589K | 0.2% | -6.5% | 0.000% | |
1/16/2024 | Raymond James & Associates | 215,597 | $3.94M | 0.0% | -9.6% | 0.000% | |
1/11/2024 | Edmonds Duncan Registered Investment Advisors LLC | 69,052 | $1.26M | 0.3% | -1.4% | 0.000% | |
1/11/2024 | Raymond James Trust N.A. | 15,307 | $280K | 0.0% | -12.7% | 0.000% | |
1/10/2024 | North Star Investment Management Corp. | 172,847 | $3.16M | 0.2% | -14.2% | 0.000% | |
11/15/2023 | Integrated Wealth Concepts LLC | 91,467 | $1.58M | 0.0% | -7.5% | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 235,372 | $4.07M | 0.1% | +3.8% | 0.000% | |
11/9/2023 | Karpus Management Inc. | 282,870 | $4.89M | 0.2% | -9.8% | 0.000% | |
11/9/2023 | UBS Group AG | 280,793 | $4.85M | 0.0% | +5.0% | 0.000% | |
11/8/2023 | 9258 Wealth Management LLC | 48,735 | $842K | 0.2% | -1.8% | 0.000% | |
11/2/2023 | Shaker Financial Services LLC | 34,718 | $600K | 0.3% | -77.3% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 77,320 | $1.34M | 0.0% | +2.8% | 0.000% | |
10/24/2023 | Raymond James & Associates | 238,376 | $4.12M | 0.0% | -2.8% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 44,641 | $771K | 0.0% | +22.0% | 0.000% | |
10/18/2023 | Opal Wealth Advisors LLC | 34,457 | $595K | 0.3% | -8.8% | 0.000% | |
10/16/2023 | Exeter Financial LLC | 529,388 | $9.14M | 4.8% | +0.1% | 0.000% | |
8/11/2023 | Cornerstone Advisors LLC | 29,985 | $526K | 0.0% | N/A | 0.000% | |
8/11/2023 | Karpus Management Inc. | 313,724 | $5.50M | 0.2% | +11.2% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 204,330 | $3.58M | 0.0% | +42.1% | 0.000% | |
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8/8/2023 | 9258 Wealth Management LLC | 49,640 | $870K | 0.2% | -9.0% | 0.000% | |
8/7/2023 | Shaker Financial Services LLC | 152,780 | $2.68M | 1.2% | -56.7% | 0.000% | |
8/2/2023 | North Star Investment Management Corp. | 206,325 | $3.62M | 0.3% | +1.0% | 0.000% | |
7/31/2023 | LPL Financial LLC | 56,117 | $984K | 0.0% | +9.2% | 0.000% | |
7/27/2023 | Opal Wealth Advisors LLC | 37,762 | $662K | 0.3% | -1.8% | 0.000% | |
7/27/2023 | Exeter Financial LLC | 528,706 | $9.27M | 4.8% | +0.5% | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 75,180 | $1.32M | 0.0% | -13.0% | 0.000% | |
7/25/2023 | Raymond James & Associates | 245,127 | $4.30M | 0.0% | -3.7% | 0.000% | |
7/6/2023 | Edmonds Duncan Registered Investment Advisors LLC | 70,330 | $1.23M | 0.4% | -1.5% | 0.000% | |
5/12/2023 | Doliver Advisors LP | 12,329 | $204K | 0.1% | -6.1% | 0.000% | |
5/11/2023 | Karpus Management Inc. | 282,130 | $4.66M | 0.1% | +2.4% | 0.000% | |
5/11/2023 | Elequin Securities LLC | 1,924 | $32K | 0.0% | -75.8% | 0.000% | |
5/11/2023 | Kovitz Investment Group Partners LLC | 10,000 | $165K | 0.0% | N/A | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 143,773 | $2.38M | 0.0% | -30.0% | 0.000% | |
5/10/2023 | Exeter Financial LLC | 526,294 | $8.77M | 4.4% | +0.9% | 0.000% | |
5/9/2023 | Spire Wealth Management | 27,890 | $461K | 0.0% | +930.7% | 0.000% | |
5/8/2023 | Shaker Financial Services LLC | 352,707 | $5.83M | 2.5% | -36.9% | 0.000% | |
5/5/2023 | Truist Financial Corp | 26,289 | $434K | 0.0% | +82.2% | 0.000% | |
5/3/2023 | Raymond James Trust N.A. | 17,641 | $291K | 0.0% | +4.5% | 0.000% | |
5/3/2023 | Integrated Wealth Concepts LLC | 109,245 | $1.81M | 0.0% | N/A | 0.000% | |
5/1/2023 | CWM LLC | 6,430 | $106K | 0.0% | +24.1% | 0.000% | |
4/27/2023 | North Star Investment Management Corp. | 204,185 | $3.37M | 0.3% | +1.8% | 0.000% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 11,132 | $184K | 0.0% | +10.7% | 0.000% | |
4/24/2023 | Ahrens Investment Partners LLC | 1,579 | $26K | 0.0% | N/A | 0.000% | |
4/19/2023 | Opal Wealth Advisors LLC | 38,471 | $636K | 0.4% | -4.0% | 0.000% | |
4/19/2023 | International Assets Investment Management LLC | 14,201 | $235K | 0.0% | -4.3% | 0.000% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 86,456 | $1.43M | 0.0% | +15.5% | 0.000% | |
4/14/2023 | Raymond James & Associates | 254,534 | $4.21M | 0.0% | -1.9% | 0.000% | |
3/6/2023 | Rockefeller Capital Management L.P. | 14,101 | $222K | 0.0% | -84.9% | 0.000% | |
2/23/2023 | Centurion Wealth Management LLC | 27,837 | $439K | 0.2% | N/A | 0.000% | |
2/9/2023 | Elequin Securities LLC | 7,958 | $125K | 0.0% | N/A | 0.000% | |
2/9/2023 | HighTower Advisors LLC | 19,198 | $303K | 0.0% | +40.4% | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 74,880 | $1.18M | 0.0% | -3.8% | 0.000% | |
2/8/2023 | Raymond James & Associates | 259,456 | $4.09M | 0.0% | -16.8% | 0.000% | |
2/8/2023 | UBS Group AG | 276,458 | $4.36M | 0.0% | -2.2% | 0.000% | |
2/7/2023 | Doliver Advisors LP | 13,129 | $207K | 0.1% | +12.9% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 35,311 | $556K | 0.0% | -7.0% | 0.000% | |
2/7/2023 | LPL Financial LLC | 47,368 | $747K | 0.0% | +2.5% | 0.000% | |
2/7/2023 | IFP Advisors Inc | 3,237 | $50K | 0.0% | -25.3% | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 54,052 | $852K | 0.0% | -65.0% | 0.000% | |
2/3/2023 | Opal Wealth Advisors LLC | 40,062 | $631K | 0.3% | N/A | 0.000% | |
2/3/2023 | Shaker Financial Services LLC | 559,371 | $8.82M | 4.1% | +8.1% | 0.000% | |
2/3/2023 | 9258 Wealth Management LLC | 54,645 | $861K | 0.2% | -6.5% | 0.000% | |
2/1/2023 | Wolverine Asset Management LLC | 115,084 | $1.81M | 0.0% | +5.7% | 0.000% | |
2/1/2023 | CWM LLC | 5,180 | $82K | 0.0% | -10.7% | 0.000% | |
2/1/2023 | Janney Montgomery Scott LLC | 29,679 | $468K | 0.0% | -9.8% | 0.000% | |
1/30/2023 | International Assets Investment Management LLC | 14,833 | $234K | 0.0% | +46.5% | 0.000% | |
1/24/2023 | Exeter Financial LLC | 521,386 | $8.22M | 4.3% | +2.1% | 0.000% | |
1/20/2023 | Edmonds Duncan Registered Investment Advisors LLC | 71,885 | $1.13M | 0.4% | -1.9% | 0.000% | |
1/13/2023 | Buttonwood Financial Advisors Inc. | 14,200 | $224K | 0.2% | -13.9% | 0.000% | |
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1/11/2023 | North Star Investment Management Corp. | 200,635 | $3.16M | 0.3% | -3.7% | 0.000% | |
11/14/2022 | Guggenheim Capital LLC | 219,449 | $3.22M | 0.0% | -19.1% | 0.000% | |
11/10/2022 | Wolverine Asset Management LLC | 108,835 | $1.60M | 0.0% | +310.2% | 0.000% | |
11/10/2022 | UBS Group AG | 282,783 | $4.15M | 0.0% | +0.4% | 0.000% | |
11/9/2022 | Shaker Financial Services LLC | 517,265 | $7.60M | 3.8% | +110.5% | 0.000% | |
11/8/2022 | Advisors Asset Management Inc. | 236,231 | $3.47M | 0.1% | -18.1% | 0.000% | |
11/8/2022 | 9258 Wealth Management LLC | 58,474 | $859K | 0.2% | -5.0% | 0.000% | |
11/7/2022 | Spire Wealth Management | 2,652 | $39K | 0.0% | -90.4% | 0.000% | |
11/2/2022 | Rockefeller Capital Management L.P. | 93,241 | $1.37M | 0.0% | -4.0% | 0.000% | |
11/2/2022 | North Star Investment Management Corp. | 208,356 | $3.06M | 0.3% | +1.1% | 0.000% | |