5/16/2025 | NewEdge Advisors LLC | 43,241 | $566K | 0.0% | -3.3% | 0.000% | |
5/12/2025 | Invesco Ltd. | 423,773 | $5.54M | 0.0% | +10.7% | 0.000% | |
5/9/2025 | Shaker Financial Services LLC | 171,164 | $2.26M | 0.9% | +5.3% | 0.000% | |
5/8/2025 | Pasadena Private Wealth LLC | 12,700 | $166K | 0.0% | N/A | 0.000% | |
5/7/2025 | LPL Financial LLC | 331,144 | $4.33M | 0.0% | +9.3% | 0.000% | |
5/2/2025 | Kingsview Wealth Management LLC | 11,255 | $147K | 0.0% | +12.5% | 0.000% | |
5/2/2025 | Summit X LLC | 144,852 | $1.90M | 0.4% | +85.0% | 0.000% | |
5/2/2025 | Blake Schutter Theil Wealth Advisors LLC | 28,828 | $377K | 0.4% | +80.2% | 0.000% | |
4/29/2025 | Bank of New York Mellon Corp | 14,189 | $186K | 0.0% | N/A | 0.000% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 107,724 | $1.41M | 0.0% | -27.4% | 0.000% | |
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4/23/2025 | Golden State Wealth Management LLC | 2,300 | $30K | 0.0% | +100.0% | 0.000% | |
4/22/2025 | Advisor Resource Council | 28,567 | $374K | 0.0% | N/A | 0.000% | |
4/14/2025 | Outlook Wealth Advisors LLC | 97,157 | $1.27M | 0.4% | +83.4% | 0.000% | |
2/21/2025 | WNY Asset Management LLC | 23,837 | $306K | 0.0% | -4.0% | 0.000% | |
2/17/2025 | McGowan Group Asset Management Inc. | 3,729,761 | $47.89M | 6.4% | -6.9% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 35,303 | $453K | 0.0% | -14.0% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 12,744 | $164K | 0.0% | N/A | 0.000% | |
2/14/2025 | IHT Wealth Management LLC | 10,223 | $131K | 0.0% | -47.2% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 162,483 | $2.09M | 0.8% | +93.5% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 44,696 | $574K | 0.0% | -4.8% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 101,528 | $1.30M | 0.0% | -34.7% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 155,873 | $2.00M | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 382,925 | $4.92M | 0.0% | +4.5% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 170,517 | $2.19M | 0.0% | -7.1% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 17,160 | $220K | 0.0% | -7.9% | 0.000% | |
2/11/2025 | LPL Financial LLC | 303,000 | $3.89M | 0.0% | +2.4% | 0.000% | |
2/10/2025 | Thrivent Financial for Lutherans | 20,996 | $270K | 0.0% | -48.2% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 15,497 | $199K | 0.0% | -5.0% | 0.000% | |
2/7/2025 | Summit X LLC | 78,318 | $1.01M | 0.2% | -2.4% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 155,873 | $2.00M | 0.0% | N/A | 0.000% | |
2/3/2025 | Wolverine Asset Management LLC | 59,241 | $761K | 0.0% | +19.9% | 0.000% | |
1/29/2025 | Allspring Global Investments Holdings LLC | 148,482 | $1.91M | 0.0% | -7.9% | 0.000% | |
1/28/2025 | Kingsview Wealth Management LLC | 10,005 | $128K | 0.0% | N/A | 0.000% | |
1/28/2025 | Apollon Wealth Management LLC | 13,014 | $167K | 0.0% | N/A | 0.000% | |
1/24/2025 | Calamos Advisors LLC | 14,194 | $182K | 0.0% | +23.8% | 0.000% | |
1/23/2025 | RVW Wealth LLC | 39,379 | $506K | 0.0% | +23.4% | 0.000% | |
1/14/2025 | Outlook Wealth Advisors LLC | 52,989 | $680K | 0.2% | -5.6% | 0.000% | |
11/15/2024 | IHT Wealth Management LLC | 19,352 | $259K | 0.0% | +82.6% | 0.000% | |
11/9/2024 | Landscape Capital Management L.L.C. | 18,625 | $249K | 0.0% | N/A | 0.000% | |
11/8/2024 | Avior Wealth Management LLC | 2,279 | $30K | 0.0% | +76.0% | 0.000% | |
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11/7/2024 | Pathstone Holdings LLC | 248,413 | $3.32M | 0.0% | +70.1% | 0.000% | |
11/7/2024 | Thrivent Financial for Lutherans | 40,546 | $543K | 0.0% | -11.0% | 0.000% | |
11/4/2024 | Wolverine Asset Management LLC | 49,402 | $661K | 0.0% | N/A | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 83,975 | $1.13M | 0.4% | +28.6% | 0.000% | |
10/31/2024 | Blake Schutter Theil Wealth Advisors LLC | 16,000 | $214K | 0.2% | N/A | 0.000% | |
10/23/2024 | Outlook Wealth Advisors LLC | 56,141 | $751K | 0.2% | +6.5% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 12,082 | $162K | 0.0% | +1,238.0% | 0.000% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 161,246 | $2.16M | 0.0% | -36.5% | 0.000% | |
10/8/2024 | Future Financial Wealth Managment LLC | 3,500 | $47K | 0.0% | N/A | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 25,326 | $313K | 0.0% | N/A | 0.000% | |
8/14/2024 | EverSource Wealth Advisors LLC | 12,273 | $158K | 0.0% | N/A | 0.000% | |
8/13/2024 | Thrivent Financial for Lutherans | 45,561 | $583K | 0.0% | -8.3% | 0.000% | |
8/6/2024 | Private Management Group Inc. | 50,692 | $648K | 0.0% | -3.1% | 0.000% | |
8/6/2024 | Ausdal Financial Partners Inc. | 49,369 | $631K | 0.1% | +75.8% | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 65,322 | $844K | 0.3% | N/A | 0.000% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 253,890 | $3.25M | 0.0% | -17.2% | 0.000% | |
7/18/2024 | Outlook Wealth Advisors LLC | 52,732 | $674K | 0.2% | N/A | 0.000% | |
5/9/2024 | Private Management Group Inc. | 52,317 | $669K | 0.0% | -1.5% | 0.000% | |
5/7/2024 | WNY Asset Management LLC | 30,467 | $389K | 0.1% | -7.1% | 0.000% | |
5/4/2024 | Gould Asset Management LLC CA | 18,861 | $241K | 0.1% | +5.3% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 306,800 | $3.92M | 0.0% | -26.9% | 0.000% | |
4/15/2024 | Future Financial Wealth Managment LLC | 3,500 | $45K | 0.0% | N/A | 0.000% | |
2/21/2024 | WNY Asset Management LLC | 32,800 | $400K | 0.1% | -3.0% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 31,800 | $388K | 0.0% | +22.0% | 0.000% | |
2/6/2024 | MeadowBrook Investment Advisors LLC | 2,545 | $31K | 0.0% | N/A | 0.000% | |
2/2/2024 | Gould Asset Management LLC CA | 17,916 | $219K | 0.1% | +9.1% | 0.000% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 419,872 | $5.12M | 0.0% | -2.3% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 11,017 | $134K | 0.0% | +1,120.0% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 32,810 | $400K | 0.0% | +17.5% | 0.000% | |
1/16/2024 | Raymond James & Associates | 71,118 | $868K | 0.0% | -15.8% | 0.000% | |
1/12/2024 | Advisor Resource Council | 38,140 | $465K | 0.1% | N/A | 0.000% | |
12/14/2023 | WNY Asset Management LLC | 33,800 | $387K | 0.1% | +16.6% | 0.000% | |
11/14/2023 | McGowan Group Asset Management Inc. | 3,625,486 | $41.48M | 6.5% | +1.7% | 0.000% | |
11/13/2023 | LPL Financial LLC | 307,306 | $3.52M | 0.0% | +7.1% | 0.000% | |
11/8/2023 | Ausdal Financial Partners Inc. | 15,800 | $181K | 0.0% | N/A | 0.000% | |
11/6/2023 | Summit X LLC | 81,835 | $936K | 0.3% | -5.8% | 0.000% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 429,551 | $4.91M | 0.0% | +2.1% | 0.000% | |
10/26/2023 | Advisor Partners II LLC | 90,842 | $1.04M | 0.0% | N/A | 0.000% | |
10/24/2023 | Bank of New York Mellon Corp | 19,144 | $219K | 0.0% | +10.3% | 0.000% | |
10/24/2023 | Raymond James & Associates | 84,466 | $966K | 0.0% | -4.6% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 13,465 | $154K | 0.0% | -12.7% | 0.000% | |
10/11/2023 | Independent Wealth Network Inc. | 19,277 | $221K | 0.1% | +60.5% | 0.000% | |
8/11/2023 | Landscape Capital Management L.L.C. | 10,834 | $121K | 0.0% | -20.6% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 229,328 | $2.56M | 0.0% | -15.8% | 0.000% | |
8/10/2023 | McGowan Group Asset Management Inc. | 3,566,496 | $39.84M | 6.2% | +2.3% | 0.000% | |
8/10/2023 | Summit X LLC | 86,914 | $971K | 0.2% | -5.0% | 0.000% | |
8/7/2023 | Keystone Financial Group | 11,164 | $125K | 0.0% | N/A | 0.000% | |
8/7/2023 | Wolverine Asset Management LLC | 70,057 | $783K | 0.0% | +51.2% | 0.000% | |
8/7/2023 | Shaker Financial Services LLC | 56,583 | $638K | 0.3% | +44.9% | 0.000% | |
8/3/2023 | WNY Asset Management LLC | 29,000 | $324K | 0.1% | +4.7% | 0.000% | |
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7/31/2023 | LPL Financial LLC | 287,014 | $3.21M | 0.0% | +1,233.4% | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 27,108 | $303K | 0.0% | -5.3% | 0.000% | |
7/25/2023 | Raymond James & Associates | 88,561 | $989K | 0.0% | +1.6% | 0.000% | |
7/24/2023 | Allspring Global Investments Holdings LLC | 420,644 | $4.70M | 0.0% | +13.1% | 0.000% | |
7/18/2023 | Allspring Global Investments Holdings LLC | 420,644 | $4.70M | 0.0% | +13.1% | 0.000% | |
5/11/2023 | Elequin Securities LLC | 5,969 | $66K | 0.0% | -48.9% | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 272,479 | $3.02M | 0.0% | +19.5% | 0.000% | |
5/10/2023 | Summit X LLC | 91,446 | $1.01M | 0.3% | +23.4% | 0.000% | |
5/10/2023 | Landscape Capital Management L.L.C. | 13,650 | $151K | 0.0% | -7.2% | 0.000% | |
5/8/2023 | Shaker Financial Services LLC | 39,042 | $436K | 0.2% | -38.0% | 0.000% | |