5/2/2025 | Dakota Wealth Management | 14,190 | $349K | 0.0% | +14.1% | 0.000% | |
4/22/2025 | Flagship Harbor Advisors LLC | 123,074 | $3.02M | 0.2% | -0.7% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 30,850 | $758K | 0.0% | -1.9% | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 71,405 | $1.75M | 0.0% | +1.7% | 0.000% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 41,009 | $1.01M | 0.0% | -4.1% | 0.000% | |
4/9/2025 | NBC Securities Inc. | 1,930 | $47K | 0.0% | +24,025.0% | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 70,236 | $1.77M | 0.0% | +1.7% | 0.000% | |
2/19/2025 | Formidable Asset Management LLC | 68,482 | $1.73M | 0.3% | -2.8% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 12,614 | $319K | 0.0% | +7.5% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 124,895 | $3.16M | 0.0% | -8.5% | 0.000% | |
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2/17/2025 | Benjamin Edwards Inc. | 46,887 | $1.19M | 0.0% | -10.4% | 0.000% | |
2/14/2025 | AQR Arbitrage LLC | 61,387 | $1.55M | 0.0% | -19.3% | 0.000% | |
2/14/2025 | Comerica Bank | 5,602 | $142K | 0.0% | -8.9% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 42,950 | $1.09M | 0.4% | +97.6% | 0.000% | |
2/14/2025 | First Trust Advisors LP | 101,865 | $2.57M | 0.0% | +3.2% | 0.000% | |
2/13/2025 | 1607 Capital Partners LLC | 248,949 | $6.29M | 0.5% | +1.2% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 33,091 | $836K | 0.0% | +35.5% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 73,859 | $1.87M | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 42,802 | $1.08M | 0.0% | +15.3% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 14,946 | $378K | 0.0% | +16.7% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 99,758 | $2.52M | 0.0% | +2.9% | 0.000% | |
2/12/2025 | CIBC Private Wealth Group LLC | 1,137 | $29K | 0.0% | -77.9% | 0.000% | |
2/11/2025 | LPL Financial LLC | 109,387 | $2.76M | 0.0% | +3.5% | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 197,945 | $5M | 0.1% | +2.7% | 0.000% | |
2/7/2025 | Cornerstone Advisors LLC | 275,963 | $6.97M | 0.3% | -14.4% | 0.000% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 11,349 | $287K | 0.1% | -16.6% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 73,859 | $1.87M | 0.0% | N/A | 0.000% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 10,410 | $263K | 0.0% | +116.9% | 0.000% | |
2/4/2025 | Bank of New York Mellon Corp | 12,402 | $313K | 0.0% | N/A | 0.000% | |
2/3/2025 | Private Advisor Group LLC | 9,384 | $237K | 0.0% | -33.5% | 0.000% | |
1/31/2025 | Truist Financial Corp | 18,619 | $470K | 0.0% | +13.1% | 0.000% | |
1/27/2025 | Silver Oak Securities Incorporated | 17,252 | $434K | 0.0% | +9.9% | 0.000% | |
1/21/2025 | Flagship Harbor Advisors LLC | 124,004 | $3.13M | 0.2% | +0.6% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 181,063 | $4.81M | 0.0% | -2.2% | 0.000% | |
11/15/2024 | Benjamin Edwards Inc. | 52,356 | $1.39M | 0.0% | N/A | 0.000% | |
11/9/2024 | Landscape Capital Management L.L.C. | 9,757 | $259K | 0.0% | -50.6% | 0.000% | |
11/8/2024 | Cornerstone Advisors LLC | 322,348 | $8.56M | 0.3% | -8.9% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 192,830 | $5.12M | 0.1% | +6.3% | 0.000% | |
11/4/2024 | Wolverine Asset Management LLC | 38,692 | $1.03M | 0.0% | +111.8% | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 21,739 | $577K | 0.2% | -3.5% | 0.000% | |
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10/24/2024 | Wealth Enhancement Advisory Services LLC | 69,081 | $1.83M | 0.0% | +1.6% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 123,862 | $3.29M | 0.0% | N/A | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 14,116 | $375K | 0.0% | +5.5% | 0.000% | |
8/21/2024 | Truist Financial Corp | 15,015 | $383K | 0.0% | -10.3% | 0.000% | |
8/9/2024 | Cornerstone Advisors LLC | 353,941 | $9.03M | 0.4% | +15.0% | 0.000% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 13,770 | $351K | 0.1% | -19.8% | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 22,527 | $574K | 0.2% | +5.1% | 0.000% | |
8/2/2024 | Wolverine Asset Management LLC | 18,270 | $466K | 0.0% | -37.9% | 0.000% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 43,357 | $1.11M | 0.1% | +2.4% | 0.000% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 67,969 | $1.73M | 0.0% | +3.0% | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 8,480 | $212K | 0.0% | N/A | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 131,113 | $3.28M | 0.1% | +62.0% | 0.000% | |
5/14/2024 | Karpus Management Inc. | 730,722 | $18.25M | 0.5% | +2.6% | 0.000% | |
5/10/2024 | Cornerstone Advisors LLC | 307,755 | $7.69M | 0.3% | +22.6% | 0.000% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 46,347 | $1.16M | 0.0% | +30,798.0% | 0.000% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 42,334 | $1.06M | 0.1% | +33.5% | 0.000% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 65,994 | $1.65M | 0.0% | +11.4% | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 23,405 | $553K | 0.0% | +17.3% | 0.000% | |
2/13/2024 | Karpus Management Inc. | 712,026 | $16.83M | 0.5% | +9.9% | 0.000% | |
2/13/2024 | Jones Financial Companies Lllp | 1,570 | $37K | 0.0% | N/A | 0.000% | |
2/13/2024 | 1607 Capital Partners LLC | 172,658 | $4.08M | 0.3% | +11.0% | 0.000% | |
2/12/2024 | Parallel Advisors LLC | 2,558 | $60K | 0.0% | +117.9% | 0.000% | |
2/9/2024 | Cornerstone Advisors LLC | 251,110 | $5.94M | 0.3% | +11.2% | 0.000% | |
2/9/2024 | PNC Financial Services Group Inc. | 23,405 | $553K | 0.0% | +17.3% | 0.000% | |
2/7/2024 | Formidable Asset Management LLC | 77,660 | $1.84M | 0.4% | -3.4% | 0.000% | |
2/7/2024 | NBC Securities Inc. | 12,971 | $306K | 0.0% | -3.9% | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 11,190 | $265K | 0.0% | N/A | 0.000% | |
2/5/2024 | Silver Oak Securities Incorporated | 14,527 | $343K | 0.0% | +14.4% | 0.000% | |
2/2/2024 | Truist Financial Corp | 16,580 | $392K | 0.0% | -6.1% | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 3,324 | $79K | 0.0% | N/A | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 122,446 | $2.90M | 0.0% | N/A | 0.000% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 17,370 | $411K | 0.1% | +6.8% | 0.000% | |
1/24/2024 | Stratos Wealth Partners LTD. | 13,840 | $327K | 0.0% | -5.1% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 122,446 | $2.90M | 0.0% | N/A | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 36,120 | $854K | 0.0% | -8.7% | 0.000% | |
1/16/2024 | Raymond James & Associates | 43,062 | $1.02M | 0.0% | -10.4% | 0.000% | |
11/20/2023 | Silver Oak Securities Incorporated | 12,697 | $271K | 0.1% | N/A | 0.000% | |
11/15/2023 | 1607 Capital Partners LLC | 155,600 | $3.32M | 0.2% | +43.3% | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 77,511 | $1.66M | 0.0% | -22.9% | 0.000% | |
11/14/2023 | AQR Arbitrage LLC | 19,910 | $425K | 0.0% | N/A | 0.000% | |
11/13/2023 | PNC Financial Services Group Inc. | 19,960 | $426K | 0.0% | +18.5% | 0.000% | |
11/9/2023 | Formidable Asset Management LLC | 80,397 | $1.72M | 0.4% | -1.4% | 0.000% | |
11/9/2023 | Karpus Management Inc. | 647,830 | $13.83M | 0.5% | +21.7% | 0.000% | |
11/9/2023 | Cornerstone Advisors LLC | 225,721 | $4.82M | 0.2% | +96.8% | 0.000% | |
11/9/2023 | UBS Group AG | 172,727 | $3.69M | 0.0% | -2.4% | 0.000% | |
11/4/2023 | NBC Securities Inc. | 13,496 | $288K | 0.0% | N/A | 0.000% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 16,927 | $361K | 0.0% | +75.2% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 39,581 | $845K | 0.0% | +8.6% | 0.000% | |
10/24/2023 | Dakota Wealth Management | 10,575 | $226K | 0.0% | N/A | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 14,042 | $300K | 0.0% | -5.8% | 0.000% | |
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10/17/2023 | Flagship Harbor Advisors LLC | 83,794 | $1.79M | 0.1% | N/A | 0.000% | |
8/11/2023 | Cornerstone Advisors LLC | 114,679 | $2.63M | 0.1% | N/A | 0.000% | |
8/11/2023 | Karpus Management Inc. | 532,312 | $12.22M | 0.4% | +23.7% | 0.000% | |
8/11/2023 | Landscape Capital Management L.L.C. | 11,390 | $262K | 0.0% | +5.4% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 53,448 | $1.23M | 0.0% | +5.4% | 0.000% | |
8/7/2023 | Wolverine Asset Management LLC | 107,918 | $2.48M | 0.0% | +10.5% | 0.000% | |
8/7/2023 | Shaker Financial Services LLC | 10,000 | $230K | 0.1% | N/A | 0.000% | |
7/31/2023 | LPL Financial LLC | 114,336 | $2.63M | 0.0% | -3.4% | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 36,458 | $837K | 0.0% | +34.9% | 0.000% | |
7/25/2023 | Raymond James & Associates | 48,383 | $1.11M | 0.0% | -1.5% | 0.000% | |