2/15/2024 | Comerica Bank | 5,200 | $96K | 0.0% | +139.1% | 0.000% | |
2/14/2024 | Greenwich Investment Management Inc. | 81,207 | $1.50M | 1.1% | -3.5% | 0.000% | |
2/13/2024 | Envestnet Asset Management Inc. | 18,344 | $0.34M | 0.0% | -35.9% | 0.000% | |
2/9/2024 | Commerce Bank | 10,026 | $0.19M | 0.0% | N/A | 0.000% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 33,077 | $0.61M | 0.0% | +59.9% | 0.000% | |
2/9/2024 | UBS Group AG | 101,614 | $1.87M | 0.0% | -48.8% | 0.000% | |
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2/8/2024 | Beacon Pointe Advisors LLC | 46,125 | $0.85M | 0.0% | +41.2% | 0.000% | |
2/7/2024 | Montag A & Associates Inc. | 13,268 | $0.25M | 0.0% | +8.9% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 101,703 | $1.88M | 0.0% | +46.3% | 0.000% | |
1/30/2024 | BOK Financial Private Wealth Inc. | 3,000 | $56K | 0.0% | N/A | 0.000% | |
1/29/2024 | BHK Investment Advisors LLC | 219,896 | $4.05M | 2.3% | -31.4% | 0.000% | |
1/25/2024 | RFG Advisory LLC | 122,435 | $2.26M | 0.1% | +26.0% | 0.000% | |
1/24/2024 | Sky Investment Group LLC | 171,389 | $3.16M | 0.7% | -1.9% | 0.000% | |
1/23/2024 | Dumont & Blake Investment Advisors LLC | 46,990 | $0.87M | 0.3% | -4.4% | 0.000% | |
1/18/2024 | Future Financial Wealth Managment LLC | 47,718 | $0.88M | 0.9% | +9.4% | 0.000% | |
1/16/2024 | Raymond James & Associates | 22,782 | $0.42M | 0.0% | +4.6% | 0.000% | |
1/16/2024 | TSP Capital Management Group LLC | 89,095 | $1.64M | 0.6% | -0.6% | 0.000% | |
1/8/2024 | Curbstone Financial Management Corp | 367,736 | $6.78M | 1.5% | -1.2% | 0.000% | |
11/21/2023 | Comerica Bank | 2,175 | $35K | 0.0% | N/A | 0.000% | |
11/16/2023 | Greenwich Investment Management Inc. | 84,172 | $1.34M | 1.1% | +1.9% | 0.000% | |
11/13/2023 | BHK Investment Advisors LLC | 320,751 | $5.11M | 2.4% | -13.1% | 0.000% | |
11/13/2023 | Mariner LLC | 17,447 | $0.28M | 0.0% | N/A | 0.000% | |
11/13/2023 | Invesco Ltd. | 174,855 | $2.79M | 0.0% | N/A | 0.000% | |
11/13/2023 | Envestnet Asset Management Inc. | 28,611 | $0.46M | 0.0% | +5.7% | 0.000% | |
11/9/2023 | UBS Group AG | 198,361 | $3.16M | 0.0% | -3.7% | 0.000% | |
11/8/2023 | HighTower Advisors LLC | 22,185 | $0.36M | 0.0% | +5.1% | 0.000% | |
11/8/2023 | Atria Wealth Solutions Inc. | 69,533 | $1.11M | 0.0% | +125.0% | 0.000% | |
10/30/2023 | Dumont & Blake Investment Advisors LLC | 49,167 | $0.78M | 0.3% | -2.3% | 0.000% | |
10/26/2023 | Graypoint LLC | 21,075 | $0.34M | 0.0% | N/A | 0.000% | |
10/26/2023 | Sky Investment Group LLC | 174,689 | $2.79M | 0.6% | -1.0% | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 20,687 | $0.33M | 0.0% | +14.2% | 0.000% | |
10/20/2023 | Future Financial Wealth Managment LLC | 43,611 | $0.70M | 0.8% | +2.1% | 0.000% | |
10/17/2023 | DAVENPORT & Co LLC | 23,866 | $0.38M | 0.0% | -7.9% | 0.000% | |
10/16/2023 | RFG Advisory LLC | 97,193 | $1.55M | 0.1% | N/A | 0.000% | |
9/7/2023 | ST Germain D J Co. Inc. | 12,801 | $0.19M | 0.0% | N/A | 0.000% | |
8/21/2023 | Osaic Holdings Inc. | 39,406 | $0.59M | 0.0% | +3.6% | 0.000% | |
8/15/2023 | Wells Fargo & Company MN | 34,205 | $0.51M | 0.0% | -40.9% | 0.000% | |
8/15/2023 | Benjamin F. Edwards & Company Inc. | 197,075 | $2.94M | 0.1% | +5.9% | 0.000% | |
8/15/2023 | Colony Group LLC | 41,669 | $0.62M | 0.0% | -9.1% | 0.000% | |
8/15/2023 | Rivernorth Capital Management LLC | 886,140 | $13.20M | 0.7% | -6.6% | 0.000% | |
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8/15/2023 | Royal Bank of Canada | 4,481 | $67K | 0.0% | -18.1% | 0.000% | |
8/14/2023 | MML Investors Services LLC | 10,019 | $0.15M | 0.0% | N/A | 0.000% | |
8/10/2023 | Osaic Holdings Inc. | 39,406 | $0.59M | 0.0% | +3.6% | 0.000% | |
8/10/2023 | Commonwealth Equity Services LLC | 84,363 | $1.26M | 0.0% | +1.6% | 0.000% | |
8/10/2023 | Cetera Advisor Networks LLC | 19,066 | $0.28M | 0.0% | -15.1% | 0.000% | |
8/10/2023 | Cetera Investment Advisers | 38,968 | $0.58M | 0.0% | -1.9% | 0.000% | |
8/7/2023 | BHK Investment Advisors LLC | 369,142 | $5.50M | 2.4% | +6.9% | 0.000% | |
8/4/2023 | Envestnet Asset Management Inc. | 27,068 | $0.40M | 0.0% | -18.0% | 0.000% | |
8/3/2023 | Atria Wealth Solutions Inc. | 30,901 | $0.46M | 0.0% | +20.4% | 0.000% | |
8/3/2023 | Dumont & Blake Investment Advisors LLC | 50,316 | $0.75M | 0.2% | -2.0% | 0.000% | |
8/1/2023 | Money Concepts Capital Corp | 10,322 | $0.15M | 0.0% | N/A | 0.000% | |
7/20/2023 | DAVENPORT & Co LLC | 25,916 | $0.39M | 0.0% | -20.2% | 0.000% | |
7/18/2023 | Future Financial Wealth Managment LLC | 42,708 | $0.64M | 0.7% | +1.7% | 0.000% | |
7/5/2023 | Curbstone Financial Management Corp | 371,836 | $5.54M | 1.3% | -4.1% | 0.000% | |
6/14/2023 | Atria Wealth Solutions Inc. | 25,658 | $0.36M | 0.0% | -50.0% | 0.000% | |
5/16/2023 | Colony Group LLC | 45,855 | $0.65M | 0.0% | -4.0% | 0.000% | |
5/15/2023 | Cetera Investment Advisers | 39,727 | $0.56M | 0.0% | +34.8% | 0.000% | |
5/12/2023 | Bank of America Corp DE | 17,458 | $0.25M | 0.0% | -6.4% | 0.000% | |
5/12/2023 | Curbstone Financial Management Corp | 387,636 | $5.49M | 1.3% | -1.2% | 0.000% | |
5/12/2023 | UBS Group AG | 114,335 | $1.62M | 0.0% | -4.0% | 0.000% | |
5/12/2023 | NewEdge Advisors LLC | 29,880 | $0.40M | 0.0% | +3.3% | 0.000% | |
5/11/2023 | Consolidated Portfolio Review Corp | 10,430 | $0.15M | 0.0% | N/A | 0.000% | |
5/11/2023 | Commonwealth Equity Services LLC | 83,012 | $1.17M | 0.0% | -2.0% | 0.000% | |
5/10/2023 | LPL Financial LLC | 92,040 | $1.30M | 0.0% | -3.5% | 0.000% | |
5/9/2023 | BHK Investment Advisors LLC | 345,281 | $4.89M | 2.1% | +6.2% | 0.000% | |
5/9/2023 | US Bancorp DE | 20,872 | $0.30M | 0.0% | -40.1% | 0.000% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 186,100 | $2.63M | 0.1% | -3.9% | 0.000% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 14,477 | $0.21M | 0.0% | -73.2% | 0.000% | |
4/14/2023 | Raymond James & Associates | 21,678 | $0.31M | 0.0% | -8.1% | 0.000% | |
4/14/2023 | Dumont & Blake Investment Advisors LLC | 51,361 | $0.73M | 0.2% | +8.1% | 0.000% | |
2/15/2023 | Morgan Stanley | 130,643 | $1.82M | 0.0% | +0.9% | 0.645% | |
2/15/2023 | Almitas Capital LLC | 72,435 | $1.01M | 0.5% | +57.7% | 0.358% | |
2/14/2023 | Susquehanna International Group LLP | 16,556 | $0.23M | 0.0% | N/A | 0.082% | |
2/14/2023 | Cetera Advisor Networks LLC | 22,253 | $0.31M | 0.0% | -17.7% | 0.110% | |
2/14/2023 | Cetera Investment Advisers | 29,468 | $0.41M | 0.0% | N/A | 0.145% | |
2/13/2023 | Wells Fargo & Company MN | 61,691 | $0.86M | 0.0% | -23.8% | 0.000% | |
2/13/2023 | Atria Wealth Solutions Inc. | 51,316 | $0.72M | 0.0% | +114.4% | 0.000% | |
2/10/2023 | Advisor Group Holdings Inc. | 35,004 | $0.49M | 0.0% | -7.2% | 0.000% | |
2/10/2023 | Arlington Capital Management Inc. | 10,034 | $0.14M | 0.2% | N/A | 0.000% | |
2/9/2023 | HighTower Advisors LLC | 20,922 | $0.29M | 0.0% | N/A | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 54,088 | $0.76M | 0.0% | +4.1% | 0.000% | |
2/8/2023 | Raymond James & Associates | 23,591 | $0.33M | 0.0% | -7.5% | 0.000% | |
2/8/2023 | UBS Group AG | 119,126 | $1.66M | 0.0% | +4.6% | 0.000% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 19,021 | $0.27M | 0.0% | -41.6% | 0.000% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 193,676 | $2.70M | 0.1% | +23.3% | 0.000% | |
2/7/2023 | LPL Financial LLC | 95,353 | $1.33M | 0.0% | -7.1% | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 32,351 | $0.45M | 0.0% | +18.4% | 0.000% | |
2/2/2023 | BHK Investment Advisors LLC | 325,077 | $4.54M | 2.6% | -11.2% | 0.000% | |
2/2/2023 | Silver Oak Securities Incorporated | 13,928 | $0.19M | 0.0% | N/A | 0.000% | |
1/27/2023 | Sky Investment Group LLC | 177,789 | $2.48M | 0.6% | -0.7% | 0.878% | |
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1/26/2023 | Dumont & Blake Investment Advisors LLC | 47,527 | $0.66M | 0.2% | -3.7% | 0.235% | |
1/20/2023 | DAVENPORT & Co LLC | 32,616 | $0.46M | 0.0% | -8.6% | 0.161% | |
1/17/2023 | TSP Capital Management Group LLC | 88,610 | $1.24M | 0.5% | +2.4% | 0.437% | |
1/17/2023 | Armstrong Advisory Group Inc. | 1,933 | $27K | 0.0% | N/A | 0.000% | |
1/5/2023 | Future Financial Wealth Managment LLC | 42,098 | $0.59M | 0.7% | -24.2% | 0.208% | |
11/15/2022 | Commonwealth Equity Services LLC | 84,782 | $1.10M | 0.0% | +2.8% | 0.000% | |
11/14/2022 | Almitas Capital LLC | 45,945 | $0.60M | 0.4% | +433.2% | 0.227% | |
11/14/2022 | Oppenheimer & Co. Inc. | 19,918 | $0.26M | 0.0% | -38.4% | 0.098% | |
11/1/2022 | BHK Investment Advisors LLC | 365,880 | $4.74M | 2.4% | -2.4% | 0.000% | |
10/28/2022 | Benjamin F. Edwards & Company Inc. | 157,113 | $2.04M | 0.1% | +9.1% | 0.775% | |