4/15/2024 | Kingswood Wealth Advisors LLC | 45,925 | $395K | 0.0% | N/A | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 15,245 | $125K | 0.0% | -12.3% | 0.000% | |
2/15/2024 | Bulldog Investors LLP | 79,418 | $647K | 0.2% | N/A | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 559,221 | $4.56M | 0.0% | -3.6% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 24,993 | $205K | 0.1% | -26.4% | 0.000% | |
1/26/2024 | Cerity Partners LLC | 78,414 | $639K | 0.0% | +2.0% | 0.000% | |
|
1/16/2024 | Raymond James & Associates | 111,111 | $906K | 0.0% | -4.5% | 0.000% | |
1/12/2024 | Heron Bay Capital Management | 739,920 | $6.03M | 1.4% | +115.3% | 0.000% | |
11/14/2023 | Thomas J. Herzfeld Advisors Inc. | 212,500 | $1.65M | 0.6% | +193.3% | 0.000% | |
11/8/2023 | Janney Montgomery Scott LLC | 579,868 | $4.50M | 0.0% | -1.8% | 0.000% | |
11/7/2023 | Virtus ETF Advisers LLC | 65,093 | $505K | 0.3% | +89.2% | 0.000% | |
11/7/2023 | Atlas Wealth LLC | 210,760 | $1.64M | 0.3% | +27.8% | 0.000% | |
11/2/2023 | Shaker Financial Services LLC | 33,936 | $263K | 0.1% | +54.4% | 0.000% | |
10/24/2023 | Raymond James & Associates | 116,350 | $903K | 0.0% | -6.2% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 16,500 | $128K | 0.0% | -23.3% | 0.000% | |
8/16/2023 | Thomas J. Herzfeld Advisors Inc. | 72,462 | $547K | 0.2% | N/A | 0.000% | |
8/10/2023 | Sit Investment Associates Inc. | 482,700 | $3.64M | 0.1% | +11.7% | 0.000% | |
8/10/2023 | Cetera Investment Advisers | 109,663 | $828K | 0.0% | +6.0% | 0.000% | |
8/7/2023 | Shaker Financial Services LLC | 21,979 | $166K | 0.1% | N/A | 0.000% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 17,383 | $131K | 0.0% | -22.3% | 0.000% | |
7/25/2023 | Raymond James & Associates | 124,088 | $937K | 0.0% | -2.3% | 0.000% | |
7/12/2023 | Heron Bay Capital Management | 346,093 | $2.61M | 0.7% | +46.6% | 0.000% | |
5/11/2023 | Consolidated Portfolio Review Corp | 17,998 | $136K | 0.0% | N/A | 0.000% | |
5/11/2023 | Heron Bay Capital Management | 236,094 | $1.79M | 0.7% | +14.7% | 0.000% | |
5/9/2023 | Atlas Wealth LLC | 243,094 | $1.84M | 0.4% | +38.5% | 0.000% | |
4/28/2023 | Janney Montgomery Scott LLC | 590,768 | $4.48M | 0.0% | -19.1% | 0.000% | |
4/24/2023 | Ahrens Investment Partners LLC | 3,686 | $28K | 0.0% | N/A | 0.000% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 16,100 | $122K | 0.0% | N/A | 0.000% | |
4/14/2023 | Raymond James & Associates | 127,022 | $963K | 0.0% | -2.4% | 0.000% | |
2/14/2023 | Atlas Wealth LLC | 175,567 | $1.24M | 0.3% | N/A | 0.000% | |
2/10/2023 | Sit Investment Associates Inc. | 194,650 | $1.37M | 0.0% | +417.0% | 0.000% | |
2/8/2023 | Raymond James & Associates | 130,149 | $919K | 0.0% | -21.1% | 0.000% | |
2/8/2023 | Belpointe Asset Management LLC | 6,000 | $42K | 0.0% | N/A | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 36,000 | $254K | 0.0% | -4.0% | 0.000% | |
2/3/2023 | Shaker Financial Services LLC | 27,845 | $198K | 0.1% | -67.2% | 0.000% | |
2/1/2023 | Janney Montgomery Scott LLC | 730,080 | $5.15M | 0.0% | +0.2% | 0.000% | |
1/25/2023 | Heron Bay Capital Management | 205,836 | $1.45M | 0.9% | N/A | 0.000% | |
11/15/2022 | Logan Stone Capital LLC | 12,000 | $82K | 0.1% | N/A | 0.000% | |
11/15/2022 | 1607 Capital Partners LLC | 25,000 | $171K | 0.0% | N/A | 0.000% | |
11/14/2022 | Virtus ETF Advisers LLC | 55,355 | $378K | 0.2% | -14.1% | 0.000% | |
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11/14/2022 | Oppenheimer & Co. Inc. | 19,085 | $130K | 0.0% | +18.0% | 0.000% | |
11/10/2022 | Wolverine Asset Management LLC | 34,355 | $234K | 0.0% | N/A | 0.000% | |
11/9/2022 | Shaker Financial Services LLC | 84,992 | $580K | 0.3% | N/A | 0.000% | |
11/8/2022 | Ahrens Investment Partners LLC | 21,514 | $147K | 0.1% | N/A | 0.000% | |
10/25/2022 | Janney Montgomery Scott LLC | 728,464 | $4.98M | 0.0% | +2.8% | 0.000% | |
10/25/2022 | Raymond James & Associates | 165,036 | $1.13M | 0.0% | +2.4% | 0.000% | |
8/16/2022 | Clough Capital Partners L P | 13,647 | $101K | 0.0% | N/A | 0.000% | |
8/12/2022 | Virtus ETF Advisers LLC | 64,469 | $476K | 0.2% | +11.6% | 0.000% | |
8/8/2022 | Oppenheimer & Co. Inc. | 16,180 | $119K | 0.0% | N/A | 0.000% | |
8/3/2022 | Janney Montgomery Scott LLC | 708,321 | $5.25M | 0.0% | -0.5% | 0.000% | |
7/20/2022 | Clear Harbor Asset Management LLC | 20,290 | $150K | 0.0% | N/A | 0.000% | |
7/19/2022 | Commonwealth Equity Services LLC | 36,500 | $269K | 0.0% | +32.7% | 0.000% | |
7/8/2022 | Covington Capital Management | 76,840 | $567K | 0.0% | N/A | 0.000% | |
5/6/2022 | Shaker Financial Services LLC | 34,951 | $297K | 0.1% | N/A | 0.000% | |
5/4/2022 | Advisor Group Holdings Inc. | 66,625 | $566K | 0.0% | -54.9% | 0.000% | |
5/4/2022 | Wolverine Asset Management LLC | 12,079 | $102K | 0.0% | N/A | 0.000% | |
5/4/2022 | Commonwealth Equity Services LLC | 27,500 | $233K | 0.0% | +95.0% | 0.000% | |
2/14/2022 | Virtus ETF Advisers LLC | 46,633 | $433K | 0.2% | -6.2% | 0.000% | |
2/8/2022 | Raymond James & Associates | 145,328 | $1.35M | 0.0% | +40.5% | 0.000% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 23,613 | $219K | 0.0% | +5.3% | 0.000% | |
2/3/2022 | Advisor Group Holdings Inc. | 147,850 | $1.37M | 0.0% | +47.9% | 0.000% | |
1/31/2022 | Commonwealth Equity Services LLC | 14,100 | $130K | 0.0% | N/A | 0.000% | |
1/27/2022 | Janney Montgomery Scott LLC | 954,452 | $8.87M | 0.0% | +11.6% | 0.000% | |
11/15/2021 | Morgan Stanley | 1,120,805 | $10.61M | 0.0% | -9.9% | 0.000% | |
11/15/2021 | Virtus ETF Advisers LLC | 49,720 | $471K | 0.2% | +4.3% | 0.000% | |
11/5/2021 | Advisor Group Holdings Inc. | 99,971 | $947K | 0.0% | N/A | 0.000% | |
11/2/2021 | Raymond James & Associates | 103,431 | $979K | 0.0% | +298.1% | 0.000% | |
11/2/2021 | Cambridge Investment Research Advisors Inc. | 22,432 | $212K | 0.0% | +4.9% | 0.000% | |
10/29/2021 | Janney Montgomery Scott LLC | 855,267 | $8.10M | 0.0% | +18.8% | 0.000% | |
8/16/2021 | Royal Bank of Canada | 62,348 | $599K | 0.0% | +12.1% | 0.000% | |
8/16/2021 | Morgan Stanley | 1,244,209 | $11.94M | 0.0% | -8.6% | 0.000% | |
8/13/2021 | Steward Partners Investment Advisory LLC | 8,946 | $86K | 0.0% | -66.0% | 0.000% | |
8/10/2021 | Virtus ETF Advisers LLC | 47,671 | $458K | 0.2% | +30.2% | 0.000% | |
8/10/2021 | Cambridge Investment Research Advisors Inc. | 21,382 | $205K | 0.0% | N/A | 0.000% | |
8/4/2021 | Shaker Financial Services LLC | 59,783 | $574K | 0.2% | -62.2% | 0.000% | |
5/18/2021 | Morgan Stanley | 1,360,665 | $12.76M | 0.0% | +4.8% | 0.000% | |
5/17/2021 | Virtus ETF Advisers LLC | 36,617 | $343K | 0.1% | +4.5% | 0.000% | |
5/12/2021 | UBS Group AG | 50,800 | $477K | 0.0% | -13.8% | 0.000% | |
5/10/2021 | Oppenheimer & Co. Inc. | 19,722 | $185K | 0.0% | +27.9% | 0.000% | |
4/27/2021 | Janney Montgomery Scott LLC | 249,700 | $2.34M | 0.0% | N/A | 0.000% | |
3/26/2021 | Susquehanna International Group LLP | 23,252 | $197K | 0.0% | N/A | 0.000% | |
2/16/2021 | Morgan Stanley | 1,298,206 | $11.02M | 0.0% | -5.3% | 0.000% | |
2/11/2021 | Steward Partners Investment Advisory LLC | 17,766 | $151K | 0.0% | -79.7% | 0.000% | |
2/11/2021 | RMB Capital Management LLC | 15,914 | $135K | 0.0% | N/A | 0.000% | |
2/11/2021 | Oppenheimer & Co. Inc. | 15,422 | $131K | 0.0% | +16.9% | 0.000% | |
2/9/2021 | Wells Fargo & Company MN | 234,547 | $1.99M | 0.0% | +18.9% | 0.000% | |
2/9/2021 | Landscape Capital Management L.L.C. | 17,700 | $150K | 0.0% | N/A | 0.000% | |
2/4/2021 | Cambridge Investment Research Advisors Inc. | 18,930 | $161K | 0.0% | -12.6% | 0.000% | |
2/3/2021 | Shaker Financial Services LLC | 373,872 | $3.17M | 1.3% | +45.8% | 0.000% | |
2/1/2021 | Sheaff Brock Investment Advisors LLC | 10,000 | $85K | 0.0% | N/A | 0.000% | |
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1/22/2021 | Cypress Wealth Services LLC | 25,666 | $218K | 0.0% | -200.4% | 0.000% | |
1/19/2021 | FNY Investment Advisers LLC | 15,258 | $129K | 0.0% | N/A | 0.000% | |
11/13/2020 | Morgan Stanley | 1,370,172 | $11.02M | 0.0% | +0.8% | 0.000% | |
11/13/2020 | Virtus ETF Advisers LLC | 34,358 | $276K | 0.1% | -25.5% | 0.000% | |
11/9/2020 | Shaker Financial Services LLC | 256,460 | $2.06M | 1.1% | +46.2% | 0.000% | |
11/5/2020 | Wells Fargo & Company MN | 197,281 | $1.59M | 0.0% | -4.3% | 0.000% | |
11/4/2020 | Raymond James & Associates | 84,957 | $683K | 0.0% | -14.1% | 0.000% | |
10/30/2020 | Steward Partners Investment Advisory LLC | 87,357 | $702K | 0.0% | -59.2% | 0.000% | |
10/29/2020 | Cambridge Investment Research Advisors Inc. | 21,648 | $174K | 0.0% | -8.3% | 0.000% | |
8/14/2020 | Bank of America Corp DE | 119,365 | $914K | 0.0% | +4.3% | 0.000% | |