4/28/2025 | Private Trust Co. NA | 2,000 | $30K | 0.0% | -42.9% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 21,260 | $319K | 0.0% | -10.9% | 0.000% | |
4/15/2025 | Focus Financial Network Inc. | 10,282 | $154K | 0.0% | N/A | 0.000% | |
4/8/2025 | Rothschild Investment LLC | 121,900 | $1.83M | 0.1% | -18.8% | 0.000% | |
2/18/2025 | Western Wealth Management LLC | 33,270 | $500K | 0.2% | -15.7% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 136,659 | $2.05M | 0.0% | +18.8% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 88,942 | $1.34M | 0.0% | +17.2% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 286,157 | $4.30M | 0.0% | -5.8% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 21,652 | $325K | 0.0% | N/A | 0.000% | |
2/13/2025 | Walleye Capital LLC | 18,116 | $272K | 0.0% | N/A | 0.000% | |
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2/13/2025 | Mariner LLC | 14,869 | $223K | 0.0% | N/A | 0.000% | |
2/13/2025 | Philadelphia Trust Co. | 41,900 | $630K | 0.0% | -12.5% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 20,679 | $311K | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 227,301 | $3.42M | 0.0% | +10.8% | 0.000% | |
2/13/2025 | Wedbush Securities Inc. | 24,210 | $364K | 0.0% | +6.3% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 22,044 | $331K | 0.0% | -16.4% | 0.000% | |
2/11/2025 | LPL Financial LLC | 212,722 | $3.20M | 0.0% | +112.0% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 45,610 | $686K | 0.0% | -32.2% | 0.000% | |
2/7/2025 | Sowell Financial Services LLC | 46,435 | $698K | 0.0% | N/A | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 20,679 | $311K | 0.0% | N/A | 0.000% | |
2/4/2025 | Pine Valley Investments Ltd Liability Co | 49,357 | $742K | 0.0% | +153.9% | 0.000% | |
2/4/2025 | BankPlus Trust Department | 2,505 | $38K | 0.0% | N/A | 0.000% | |
2/4/2025 | Rothschild Investment LLC | 150,200 | $2.26M | 0.1% | -5.5% | 0.000% | |
2/3/2025 | Wolverine Asset Management LLC | 26,551 | $399K | 0.0% | N/A | 0.000% | |
1/31/2025 | Global Retirement Partners LLC | 42,223 | $635K | 0.0% | -57.7% | 0.000% | |
1/28/2025 | Activest Wealth Management | 87,673 | $1.32M | 0.4% | -22.0% | 0.000% | |
1/21/2025 | Fifth Third Bancorp | 2,700 | $41K | 0.0% | N/A | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 23,852 | $358K | 0.0% | N/A | 0.000% | |
1/15/2025 | Tallon Kerry Patrick | 23,833 | $360K | 0.3% | N/A | 0.000% | |
1/14/2025 | Burney Co. | 19,575 | $294K | 0.0% | -9.9% | 0.000% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 10,226 | $176K | 0.0% | N/A | 0.000% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 2,000 | $34K | 0.0% | N/A | 0.000% | |
11/15/2024 | Stifel Financial Corp | 15,952 | $275K | 0.0% | -4.1% | 0.000% | |
11/1/2024 | Fiera Capital Corp | 85,001 | $1.47M | 0.0% | +0.7% | 0.000% | |
10/28/2024 | US Bancorp DE | 4,396 | $76K | 0.0% | N/A | 0.000% | |
10/16/2024 | Global Retirement Partners LLC | 99,883 | $1.72M | 0.1% | -2.2% | 0.000% | |
10/11/2024 | Selway Asset Management | 27,830 | $480K | 0.2% | -24.4% | 0.000% | |
8/22/2024 | Cetera Investment Advisers | 124,492 | $1.97M | 0.0% | -1.4% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 107,801 | $1.70M | 0.0% | +3.0% | 0.000% | |
7/31/2024 | Rothschild Investment LLC | 158,900 | $2.51M | 0.2% | N/A | 0.000% | |
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7/30/2024 | Pine Valley Investments Ltd Liability Co | 18,841 | $298K | 0.0% | +10.6% | 0.000% | |
7/29/2024 | Burney Co. | 21,735 | $344K | 0.0% | -29.1% | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 12,902 | $199K | 0.0% | N/A | 0.000% | |
5/24/2024 | Cetera Investment Advisers | 126,199 | $1.95M | 0.0% | N/A | 0.000% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 1,591 | $25K | 0.0% | N/A | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 104,673 | $1.62M | 0.0% | -1.6% | 0.000% | |
4/24/2024 | Activest Wealth Management | 22,167 | $342K | 0.2% | +899.9% | 0.000% | |
4/23/2024 | Global Retirement Partners LLC | 4,302 | $66K | 0.0% | +58.6% | 0.000% | |
4/22/2024 | Everpar Advisors LLC | 11,048 | $170K | 0.1% | N/A | 0.000% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 17,141 | $242K | 0.0% | +46.0% | 0.000% | |
2/9/2024 | UBS Group AG | 750,210 | $10.61M | 0.0% | +74.1% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 47,653 | $674K | 0.3% | N/A | 0.000% | |
2/7/2024 | Selway Asset Management | 38,760 | $548K | 0.2% | -6.7% | 0.000% | |
1/31/2024 | Western Wealth Management LLC | 36,459 | $516K | 0.0% | -6.2% | 0.000% | |
1/19/2024 | Activest Wealth Management | 2,217 | $31K | 0.0% | N/A | 0.000% | |
1/18/2024 | Global Retirement Partners LLC | 2,713 | $39K | 0.0% | +255.1% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 18,402 | $260K | 0.0% | -3.9% | 0.000% | |
1/11/2024 | OneAscent Financial Services LLC | 12,750 | $180K | 0.0% | N/A | 0.000% | |
11/15/2023 | Ramirez Asset Management Inc. | 3,500 | $47K | 0.0% | N/A | 0.000% | |
11/9/2023 | UBS Group AG | 430,964 | $5.75M | 0.0% | -2.3% | 0.000% | |
11/8/2023 | Burney Co. | 30,625 | $408K | 0.0% | -17.4% | 0.000% | |
11/2/2023 | Selway Asset Management | 41,560 | $554K | 0.2% | -10.7% | 0.000% | |
11/1/2023 | Selway Asset Management | 41,560 | $554K | 0.3% | -10.7% | 0.000% | |
10/31/2023 | Golden Green Inc. | 43,769 | $583K | 0.6% | +2.4% | 0.000% | |
10/26/2023 | Cambridge Trust Co. | 11,500 | $153K | 0.0% | N/A | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 19,152 | $255K | 0.0% | -6.7% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 71,020 | $947K | 0.0% | -4.1% | 0.000% | |
8/30/2023 | Western Wealth Management LLC | 38,388 | $538K | 0.0% | -6.8% | 0.000% | |
8/10/2023 | Cetera Advisor Networks LLC | 90,405 | $1.27M | 0.0% | +3.8% | 0.000% | |
8/10/2023 | Burney Co. | 37,085 | $520K | 0.0% | -9.3% | 0.000% | |
8/4/2023 | Cullen Frost Bankers Inc. | 3,045 | $43K | 0.0% | N/A | 0.000% | |
8/1/2023 | Keybank National Association OH | 18,000 | $252K | 0.0% | -10.0% | 0.000% | |
7/31/2023 | LPL Financial LLC | 73,376 | $1.03M | 0.0% | +34.1% | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 20,519 | $287K | 0.0% | +8.1% | 0.000% | |
7/25/2023 | Raymond James & Associates | 16,645 | $233K | 0.0% | +59.8% | 0.000% | |
7/20/2023 | Jmac Enterprises LLC | 11,261 | $158K | 0.0% | N/A | 0.000% | |
5/11/2023 | Barrett & Company Inc. | 1,950 | $29K | 0.0% | N/A | 0.000% | |
5/11/2023 | Golden Green Inc. | 43,197 | $632K | 0.7% | N/A | 0.000% | |
5/10/2023 | Burney Co. | 40,900 | $598K | 0.0% | -2.0% | 0.000% | |
4/28/2023 | Ameritas Advisory Services LLC | 4,136 | $60K | 0.0% | N/A | 0.000% | |
4/26/2023 | Fiera Capital Corp | 84,641 | $1.24M | 0.0% | -2.1% | 0.000% | |
4/24/2023 | Ahrens Investment Partners LLC | 1,800 | $26K | 0.0% | N/A | 0.000% | |
4/14/2023 | Raymond James & Associates | 10,414 | $152K | 0.0% | -24.0% | 0.000% | |
2/10/2023 | Advisor Group Holdings Inc. | 152,604 | $2.20M | 0.0% | +23.2% | 0.000% | |
2/9/2023 | Elequin Securities LLC | 7,142 | $103K | 0.0% | N/A | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 18,324 | $264K | 0.0% | +7.4% | 0.000% | |
2/8/2023 | UBS Group AG | 506,531 | $7.31M | 0.0% | -4.6% | 0.000% | |
2/8/2023 | Fiera Capital Corp | 86,466 | $1.25M | 0.0% | +5.7% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 84,932 | $1.23M | 0.0% | -1.0% | 0.000% | |
2/7/2023 | LPL Financial LLC | 58,136 | $839K | 0.0% | +10.4% | 0.000% | |
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2/6/2023 | Burney Co. | 41,742 | $602K | 0.0% | -13.6% | 0.000% | |
2/1/2023 | Janney Montgomery Scott LLC | 23,946 | $346K | 0.0% | -6.8% | 0.000% | |
1/31/2023 | Wedbush Securities Inc. | 26,352 | $380K | 0.0% | +3.6% | 0.000% | |
11/15/2022 | Sowell Financial Services LLC | 46,633 | $699K | 0.1% | N/A | 0.000% | |
11/15/2022 | Cohen & Steers Inc. | 36,388 | $545K | 0.0% | -48.1% | 0.000% | |
11/10/2022 | UBS Group AG | 531,225 | $7.96M | 0.0% | +3.2% | 0.000% | |
11/7/2022 | Western Wealth Management LLC | 40,660 | $620K | 0.0% | -3.1% | 0.000% | |
11/2/2022 | Rockefeller Capital Management L.P. | 6,702 | $100K | 0.0% | -31.7% | 0.000% | |
10/27/2022 | Keybank National Association OH | 20,000 | $300K | 0.0% | N/A | 0.000% | |
10/25/2022 | Janney Montgomery Scott LLC | 25,684 | $385K | 0.0% | -5.2% | 0.000% | |