5/1/2024 | Janney Montgomery Scott LLC | 90,003 | $4.69M | 0.0% | -6.0% | 3.750% | |
4/3/2024 | Arden Trust Co | 28,617 | $1.49M | 0.2% | -12.4% | 1.218% | |
2/8/2024 | Janney Montgomery Scott LLC | 95,702 | $4.51M | 0.0% | +5.8% | 4.072% | |
1/4/2024 | Arden Trust Co | 32,670 | $1.54M | 0.2% | -1.5% | 1.361% | |
11/8/2023 | Janney Montgomery Scott LLC | 90,488 | $3.68M | 0.0% | +1.6% | 3.770% | |
10/10/2023 | Arden Trust Co | 33,163 | $1.35M | 0.2% | -4.9% | 1.382% | |
|
8/9/2023 | Flow Traders U.S. LLC | 5,297 | $223K | 0.0% | N/A | 0.204% | |
7/26/2023 | Janney Montgomery Scott LLC | 89,050 | $3.76M | 0.0% | +4.8% | 3.425% | |
7/14/2023 | Arden Trust Co | 34,863 | $1.47M | 0.2% | -9.4% | 1.341% | |
5/11/2023 | EverSource Wealth Advisors LLC | 2,750 | $104K | 0.0% | -9.8% | 0.100% | |
4/28/2023 | Janney Montgomery Scott LLC | 84,951 | $3.20M | 0.0% | +21.2% | 3.089% | |
4/17/2023 | Arden Trust Co | 38,475 | $1.45M | 0.3% | -93.1% | 1.399% | |
2/9/2023 | EverSource Wealth Advisors LLC | 3,050 | $101K | 0.0% | N/A | 0.086% | |
2/1/2023 | Janney Montgomery Scott LLC | 70,100 | $2.32M | 0.0% | -1.3% | 1.947% | |
1/20/2023 | Arden Trust Co | 560,404 | $18.55M | 3.8% | -37.4% | 15.567% | |
11/4/2022 | Cowa LLC | 7,936 | $273K | 0.2% | -54.7% | 0.203% | |
10/25/2022 | Janney Montgomery Scott LLC | 71,049 | $2.45M | 0.0% | +9.9% | 1.776% | |
10/20/2022 | Arden Trust Co | 894,759 | $30.83M | 7.8% | -2.0% | 22.093% | |
10/17/2022 | Private Trust Co. NA | 3,000 | $103K | 0.0% | +25.0% | 0.074% | |
9/16/2022 | Private Trust Co. NA | 2,400 | $86K | 0.0% | N/A | 0.056% | |
8/3/2022 | Janney Montgomery Scott LLC | 64,646 | $2.34M | 0.0% | +3.4% | 1.521% | |
7/12/2022 | Arden Trust Co | 913,483 | $32.89M | 7.6% | -0.3% | 21.494% | |
5/3/2022 | CENTRAL TRUST Co | 9,281 | $423K | 0.0% | +78.6% | 0.216% | |
4/11/2022 | Arden Trust Co | 916,165 | $41.73M | 8.2% | +5.2% | 21.061% | |
2/8/2022 | CENTRAL TRUST Co | 5,196 | $263K | 0.0% | +137.0% | 0.122% | |
1/27/2022 | Janney Montgomery Scott LLC | 60,897 | $3.09M | 0.0% | +10.5% | 1.416% | |
1/24/2022 | Arden Trust Co | 871,024 | $44.15M | 7.5% | -5.9% | 20.256% | |
10/29/2021 | Janney Montgomery Scott LLC | 55,133 | $2.68M | 0.0% | -2.3% | 1.225% | |
10/19/2021 | CENTRAL TRUST Co | 2,192 | $107K | 0.0% | +478.4% | 0.049% | |
10/12/2021 | Arden Trust Co | 925,287 | $45.01M | 7.7% | -4.5% | 20.562% | |
8/16/2021 | Wealthcare Advisory Partners LLC | 9,745 | $484K | 0.0% | +9.7% | 0.214% | |
7/31/2021 | Arden Trust Co | 968,790 | $48.08M | 7.9% | -2.7% | 21.292% | |
5/18/2021 | Morgan Stanley | 518,426 | $23.68M | 0.0% | -5.0% | 11.149% | |
5/17/2021 | Royal Bank of Canada | 40,791 | $1.86M | 0.0% | -13.6% | 0.877% | |
5/14/2021 | Stifel Financial Corp | 149,969 | $6.85M | 0.0% | -10.8% | 3.157% | |
5/13/2021 | QS Investors LLC | 858,843 | $39.22M | 0.5% | +8.9% | 18.081% | |
5/13/2021 | Avantax Advisory Services Inc. | 60,207 | $2.75M | 0.1% | +19.3% | 1.268% | |
5/12/2021 | UBS Group AG | 220,871 | $10.09M | 0.0% | +22.3% | 4.650% | |
5/10/2021 | Oppenheimer & Co. Inc. | 9,350 | $427K | 0.0% | +6.3% | 0.197% | |
5/7/2021 | D.A. Davidson & CO. | 189,102 | $8.64M | 0.1% | +2.0% | 3.981% | |
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5/7/2021 | Iron Financial LLC | 83,925 | $3.83M | 2.0% | -50.8% | 1.767% | |
5/6/2021 | Prospera Financial Services Inc | 11,996 | $548K | 0.0% | +35.9% | 0.253% | |
5/4/2021 | Envestnet Asset Management Inc. | 93,615 | $4.28M | 0.0% | +234.6% | 1.971% | |
4/28/2021 | DAVENPORT & Co LLC | 6,875 | $314K | 0.0% | -5.2% | 0.145% | |
4/27/2021 | Janney Montgomery Scott LLC | 59,167 | $2.70M | 0.0% | +2.1% | 1.246% | |
4/23/2021 | Arden Trust Co | 995,312 | $45.45M | 7.7% | +5.2% | 20.954% | |
4/22/2021 | Private Advisor Group LLC | 23,971 | $1.10M | 0.0% | -4.1% | 0.505% | |
3/26/2021 | Susquehanna International Group LLP | 20,257 | $892K | 0.0% | -48.0% | 0.426% | |
2/18/2021 | Truist Financial Corp | 63,153 | $2.78M | 0.0% | -5.9% | 1.330% | |
2/16/2021 | Morgan Stanley | 545,853 | $24.04M | 0.0% | -9.0% | 11.614% | |
2/12/2021 | Stifel Financial Corp | 168,067 | $7.40M | 0.0% | +15.0% | 3.576% | |
2/12/2021 | Raymond James Financial Services Advisors Inc. | 213,841 | $9.42M | 0.0% | +34.5% | 4.550% | |
2/12/2021 | LPL Financial LLC | 68,724 | $3.03M | 0.0% | -6.3% | 1.462% | |
2/12/2021 | Prospera Financial Services Inc | 8,825 | $388K | 0.0% | +32.5% | 0.188% | |
2/11/2021 | Oppenheimer & Co. Inc. | 8,800 | $388K | 0.0% | +15.0% | 0.187% | |
2/10/2021 | D.A. Davidson & CO. | 185,435 | $8.17M | 0.1% | -7.2% | 3.945% | |
2/10/2021 | QS Investors LLC | 788,913 | $34.74M | 0.4% | -0.6% | 16.785% | |
2/5/2021 | Vestmark Advisory Solutions Inc. | 5,864 | $258K | 0.0% | -29.9% | 0.125% | |
1/25/2021 | Janney Montgomery Scott LLC | 57,929 | $2.55M | 0.0% | +11.6% | 1.259% | |
1/22/2021 | Avantax Advisory Services Inc. | 50,457 | $2.22M | 0.1% | -28.0% | 1.097% | |
1/15/2021 | Arden Trust Co | 946,295 | $41.67M | 6.9% | +0.4% | 20.572% | |
1/13/2021 | Iron Financial LLC | 170,577 | $7.51M | 3.8% | -0.8% | 3.708% | |
11/13/2020 | Morgan Stanley | 599,660 | $23.72M | 0.0% | +1.6% | 13.179% | |
11/13/2020 | Truist Financial Corp | 67,087 | $2.65M | 0.0% | -5.8% | 1.474% | |
11/9/2020 | Iron Financial LLC | 171,964 | $6.80M | 3.8% | -4.0% | 3.779% | |
11/9/2020 | LPL Financial LLC | 73,331 | $2.90M | 0.0% | -26.2% | 1.612% | |
11/6/2020 | Janney Montgomery Scott LLC | 51,908 | $2.05M | 0.0% | +1.7% | 1.141% | |
11/4/2020 | Prospera Financial Services Inc | 6,661 | $264K | 0.1% | +17.7% | 0.146% | |
11/4/2020 | Raymond James Financial Services Advisors Inc. | 159,017 | $6.29M | 0.0% | -4.8% | 3.495% | |
11/4/2020 | Raymond James & Associates | 59,921 | $2.37M | 0.0% | +39.8% | 1.317% | |
11/2/2020 | D.A. Davidson & CO. | 199,749 | $7.90M | 0.1% | +0.4% | 4.390% | |
11/2/2020 | Private Advisor Group LLC | 26,173 | $1.04M | 0.0% | -2.9% | 0.575% | |
10/19/2020 | Vestmark Advisory Solutions Inc. | 8,365 | $331K | 0.0% | +15.9% | 0.184% | |
10/15/2020 | Arden Trust Co | 942,689 | $37.29M | 6.7% | -19.8% | 20.718% | |
10/14/2020 | Avantax Advisory Services Inc. | 70,064 | $2.77M | 0.0% | +82.2% | 1.540% | |
8/24/2020 | Stephens Inc. AR | 46,590 | $1.67M | 0.0% | +1.1% | 1.013% | |
8/14/2020 | Stifel Financial Corp | 102,398 | $3.66M | 0.0% | +59.3% | 2.226% | |
8/14/2020 | Advisor Group Holdings Inc. | 45,115 | $1.62M | 0.0% | +21.4% | 0.981% | |
8/12/2020 | Rockefeller Capital Management L.P. | 2,046 | $73K | 0.0% | -13.3% | 0.044% | |
8/10/2020 | D.A. Davidson & CO. | 198,932 | $7.12M | 0.1% | +11.7% | 4.325% | |
8/10/2020 | Prospera Financial Services Inc | 5,657 | $202K | 0.0% | N/A | 0.123% | |
8/6/2020 | Avantax Advisory Services Inc. | 38,465 | $1.38M | 0.0% | +4.2% | 0.810% | |
7/31/2020 | UBS Group AG | 169,736 | $6.07M | 0.0% | -1.0% | 3.573% | |
7/28/2020 | DAVENPORT & Co LLC | 6,600 | $236K | 0.0% | N/A | 0.139% | |
7/28/2020 | Raymond James & Associates | 42,875 | $1.53M | 0.0% | +118.4% | 0.903% | |
7/23/2020 | Janney Montgomery Scott LLC | 51,020 | $1.83M | 0.0% | +314.9% | 1.074% | |
7/22/2020 | CWM LLC | 1,218 | $44K | 0.0% | -90.7% | 0.026% | |
7/8/2020 | Envestnet Asset Management Inc. | 23,950 | $857K | 0.0% | -48.6% | 0.504% | |
5/26/2020 | Morgan Stanley | 605,653 | $17.69M | 0.0% | -2.2% | 12.488% | |