9/4/2025 | Osaic Holdings Inc. | 10,000 | $97K | 0.0% | +400.0% | 0.142% | |
8/14/2025 | Raymond James Financial Inc. | 51,580 | $500K | 0.0% | +7.5% | 0.733% | |
8/13/2025 | Guggenheim Capital LLC | 159,359 | $1.54M | 0.0% | -3.9% | 2.266% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 5,386 | $52K | 0.0% | N/A | 0.077% | |
8/12/2025 | Advisors Asset Management Inc. | 51,295 | $497K | 0.0% | -3.7% | 0.729% | |
8/7/2025 | WESCAP Management Group Inc. | 58,831 | $570K | 0.1% | N/A | 0.836% | |
8/4/2025 | Wolverine Asset Management LLC | 9,492 | $92K | 0.0% | -90.1% | 0.135% | |
7/31/2025 | Whipplewood Advisors LLC | 17,594 | $170K | 0.1% | -80.4% | 0.250% | |
7/28/2025 | Cypress Wealth Services LLC | 54,810 | $531K | 0.1% | N/A | 0.779% | |
5/16/2025 | Plancorp LLC | 20,000 | $200K | 0.0% | N/A | 0.284% | |
|
5/16/2025 | Almitas Capital LLC | 61,330 | $615K | 0.2% | +41.1% | 0.872% | |
5/15/2025 | Royal Bank of Canada | 57,933 | $581K | 0.0% | +2.9% | 0.824% | |
5/15/2025 | Landscape Capital Management L.L.C. | 12,557 | $126K | 0.0% | N/A | 0.179% | |
5/14/2025 | Napa Wealth Management | 16,108 | $161K | 0.1% | -12.9% | 0.229% | |
5/12/2025 | Wolverine Asset Management LLC | 95,569 | $958K | 0.0% | +59.8% | 1.359% | |
5/2/2025 | Whittier Trust Co. | 4,097 | $41K | 0.0% | -40.2% | 0.058% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 162,971 | $1.63M | 0.1% | -5.3% | 0.000% | |
4/10/2025 | Whipplewood Advisors LLC | 89,994 | $902K | 0.3% | +435.6% | 0.000% | |
2/17/2025 | Saba Capital Management L.P. | 638,737 | $6.41M | 0.2% | -18.4% | 0.000% | |
2/17/2025 | Nomura Holdings Inc. | 15,000 | $151K | 0.0% | N/A | 0.000% | |
2/17/2025 | Logan Stone Capital LLC | 55,458 | $557K | 0.2% | -34.4% | 0.000% | |
2/17/2025 | Almitas Capital LLC | 43,465 | $436K | 0.1% | -54.2% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 170,344 | $1.71M | 0.0% | +9.8% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 47,938 | $481K | 0.0% | N/A | 0.000% | |
2/13/2025 | Sit Investment Associates Inc. | 79,028 | $793K | 0.0% | -4.0% | 0.000% | |
2/11/2025 | LPL Financial LLC | 36,367 | $365K | 0.0% | -38.4% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 11,727 | $118K | 0.0% | -14.6% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 47,938 | $481K | 0.0% | N/A | 0.000% | |
2/5/2025 | Noble Wealth Management PBC | 3,140 | $32K | 0.0% | N/A | 0.000% | |
2/5/2025 | Whipplewood Advisors LLC | 16,804 | $169K | 0.1% | N/A | 0.000% | |
2/4/2025 | Wealthspire Advisors LLC | 24,196 | $243K | 0.0% | +68.1% | 0.000% | |
2/3/2025 | Wolverine Asset Management LLC | 59,812 | $601K | 0.0% | +255.4% | 0.000% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 172,045 | $1.73M | 0.1% | -9.6% | 2.446% | |
11/8/2024 | Advisors Asset Management Inc. | 54,396 | $591K | 0.0% | +30.4% | 0.774% | |
11/7/2024 | Napa Wealth Management | 18,512 | $201K | 0.1% | -26.3% | 0.263% | |
11/4/2024 | Wolverine Asset Management LLC | 16,829 | $183K | 0.0% | N/A | 0.239% | |
10/28/2024 | US Bancorp DE | 9,910 | $108K | 0.0% | -47.8% | 0.141% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 190,276 | $2.07M | 0.1% | +9.3% | 2.705% | |
10/9/2024 | Cypress Wealth Services LLC | 55,454 | $603K | 0.1% | +73.8% | 0.788% | |
9/5/2024 | Sanctuary Advisors LLC | 31,685 | $328K | 0.0% | N/A | 0.450% | |
|
8/16/2024 | Almitas Capital LLC | 177,280 | $1.93M | 0.8% | -1.5% | 2.520% | |
8/15/2024 | Logan Stone Capital LLC | 96,679 | $1.05M | 0.3% | -22.6% | 1.374% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 12,481 | $136K | 0.0% | -30.2% | 0.177% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 174,143 | $1.90M | 0.1% | +37.5% | 2.477% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 17,881 | $190K | 0.0% | +65.8% | 0.254% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 126,629 | $1.34M | 0.1% | +49.5% | 1.801% | |
4/16/2024 | Cypress Wealth Services LLC | 31,531 | $335K | 0.1% | N/A | 0.449% | |
2/22/2024 | Napa Wealth Management | 64,334 | $665K | 0.4% | N/A | 0.915% | |
2/14/2024 | Vivaldi Capital Management LP | 48,596 | $518K | 0.2% | -4.9% | 0.691% | |
2/2/2024 | Atria Wealth Solutions Inc. | 30,000 | $310K | 0.0% | +50.0% | 0.427% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 10,785 | $112K | 0.0% | N/A | 0.153% | |
1/16/2024 | Raymond James & Associates | 23,079 | $239K | 0.0% | +11.5% | 0.328% | |
1/11/2024 | Whittier Trust Co. | 6,852 | $71K | 0.0% | +141.3% | 0.097% | |
11/21/2023 | Almitas Capital LLC | 131,118 | $1.20M | 0.6% | +42.7% | 1.864% | |
11/15/2023 | Advisors Asset Management Inc. | 175,315 | $1.61M | 0.0% | -4.3% | 2.492% | |
11/14/2023 | Saba Capital Management L.P. | 644,516 | $5.90M | 0.1% | +12.0% | 9.168% | |
11/8/2023 | Fort Point Capital Partners LLC | 20,817 | $191K | 0.0% | N/A | 0.296% | |
11/8/2023 | Atria Wealth Solutions Inc. | 20,000 | $183K | 0.0% | N/A | 0.284% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 71,913 | $659K | 0.0% | -16.7% | 1.023% | |
10/24/2023 | Channel Wealth LLC | 30,121 | $276K | 0.2% | -26.3% | 0.428% | |
10/24/2023 | Raymond James & Associates | 20,700 | $190K | 0.0% | +56.8% | 0.294% | |
8/14/2023 | Snowden Capital Advisors LLC | 64,499 | $644K | 0.0% | +5.1% | 0.917% | |
8/11/2023 | Almitas Capital LLC | 91,887 | $934K | 0.4% | +187.6% | 1.307% | |
8/11/2023 | Guggenheim Capital LLC | 158,470 | $1.58M | 0.0% | -0.8% | 2.254% | |
7/26/2023 | Channel Wealth LLC | 40,851 | $408K | 0.2% | -21.2% | 0.581% | |
7/25/2023 | Raymond James & Associates | 13,200 | $132K | 0.0% | -18.5% | 0.188% | |
5/11/2023 | Guggenheim Capital LLC | 159,819 | $1.64M | 0.0% | +5.3% | 2.273% | |
5/9/2023 | Wealthspire Advisors LLC | 14,391 | $147K | 0.0% | N/A | 0.205% | |
4/27/2023 | Channel Wealth LLC | 51,859 | $531K | 0.3% | N/A | 0.738% | |
4/20/2023 | Hennion & Walsh Asset Management Inc. | 136,395 | $1.40M | 0.1% | -18.0% | 1.940% | |
2/15/2023 | Almitas Capital LLC | 45,995 | $459K | 0.2% | N/A | 0.654% | |
2/7/2023 | Hollencrest Capital Management | 4,470 | $45K | 0.0% | N/A | 0.064% | |
2/1/2023 | Wolverine Asset Management LLC | 36,970 | $369K | 0.0% | +369.3% | 0.526% | |
1/31/2023 | Melfa Wealth Management LLC | 20,143 | $201K | 0.2% | N/A | 0.287% | |
1/12/2023 | Hennion & Walsh Asset Management Inc. | 166,337 | $1.66M | 0.1% | -5.6% | 2.510% | |