8/15/2025 | Bank of America Corp DE | 582,865 | $4.05M | 0.0% | +5.5% | 2.691% | |
8/14/2025 | Raymond James Financial Inc. | 1,035,945 | $7.20M | 0.0% | +8.9% | 4.783% | |
8/13/2025 | Guggenheim Capital LLC | 505,298 | $3.51M | 0.0% | +24.0% | 2.333% | |
8/8/2025 | Cetera Investment Advisers | 13,296 | $92K | 0.0% | N/A | 0.061% | |
8/6/2025 | Prospera Financial Services Inc | 153,411 | $1.07M | 0.0% | +6.6% | 0.708% | |
7/29/2025 | Stratos Wealth Partners LTD. | 27,300 | $190K | 0.0% | N/A | 0.126% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 20,850 | $145K | 0.0% | +16.8% | 0.096% | |
7/18/2025 | PFG Investments LLC | 14,337 | $100K | 0.0% | -28.3% | 0.066% | |
7/17/2025 | Janney Montgomery Scott LLC | 67,478 | $469K | 0.0% | -9.8% | 0.312% | |
7/16/2025 | ORG Wealth Partners LLC | 78,774 | $555K | 0.2% | +11.6% | 0.364% | |
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5/14/2025 | Northwestern Mutual Wealth Management Co. | 29,228 | $217K | 0.0% | +131.9% | 0.135% | |
5/13/2025 | Raymond James Financial Inc. | 951,514 | $7.05M | 0.0% | -1.5% | 4.394% | |
5/12/2025 | Invesco Ltd. | 64,120 | $475K | 0.0% | N/A | 0.296% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 91,642 | $679K | 0.0% | -6.0% | 0.423% | |
4/21/2025 | ORG Wealth Partners LLC | 70,562 | $522K | 0.2% | +2,713.5% | 0.326% | |
4/17/2025 | Janney Montgomery Scott LLC | 74,840 | $555K | 0.0% | -7.6% | 0.346% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 17,850 | $132K | 0.0% | +64.5% | 0.082% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 467,154 | $3.46M | 0.2% | -1.7% | 2.157% | |
2/18/2025 | GTS Securities LLC | 13,000 | $88K | 0.0% | N/A | 0.000% | |
2/17/2025 | Nomura Holdings Inc. | 11,600 | $79K | 0.0% | N/A | 0.000% | |
2/17/2025 | Bank of America Corp DE | 593,414 | $4.04M | 0.0% | -0.7% | 0.000% | |
2/14/2025 | South Plains Financial Inc. | 9,969 | $68K | 0.1% | N/A | 0.000% | |
2/13/2025 | 1607 Capital Partners LLC | 24,976 | $170K | 0.0% | -94.5% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 331,858 | $2.26M | 0.0% | -34.7% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 965,981 | $6.57M | 0.0% | N/A | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 51,865 | $353K | 0.0% | +11.8% | 0.000% | |
2/12/2025 | PKS Advisory Services LLC | 14,000 | $95K | 0.0% | N/A | 0.000% | |
2/11/2025 | LPL Financial LLC | 49,597 | $337K | 0.0% | +7.9% | 0.000% | |
2/10/2025 | Collaborative Wealth Managment Inc. | 19,565 | $133K | 0.1% | N/A | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 13,716 | $93K | 0.0% | N/A | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 125,811 | $856K | 0.0% | +1.5% | 0.000% | |
2/7/2025 | Vista Investment Partners II LLC | 11,869 | $81K | 0.0% | N/A | 0.000% | |
2/7/2025 | Tortoise Investment Management LLC | 106,408 | $724K | 0.1% | -37.3% | 0.000% | |
2/7/2025 | Independent Advisor Alliance | 18,890 | $128K | 0.0% | N/A | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 965,981 | $6.57M | 0.0% | N/A | 0.000% | |
2/6/2025 | Jones Financial Companies Lllp | 62,321 | $424K | 0.0% | +14.4% | 0.000% | |
1/29/2025 | Van ECK Associates Corp | 111,950 | $761K | 0.0% | +4.2% | 0.000% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 475,225 | $3.23M | 0.1% | +9.8% | 0.000% | |
12/3/2024 | Rivernorth Capital Management LLC | 121,437 | $878K | 0.0% | -86.7% | 0.000% | |
11/15/2024 | Rivernorth Capital Management LLC | 121,437 | $878K | 0.0% | -86.7% | 0.000% | |
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11/14/2024 | Rockefeller Capital Management L.P. | 128,500 | $929K | 0.0% | +9.4% | 0.000% | |
11/8/2024 | Prospera Financial Services Inc | 115,262 | $833K | 0.0% | +28.7% | 0.000% | |
10/29/2024 | Van ECK Associates Corp | 107,407 | $766K | 0.0% | N/A | 0.000% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 19,208 | $139K | 0.0% | N/A | 0.000% | |
10/24/2024 | PFG Investments LLC | 20,000 | $145K | 0.0% | N/A | 0.000% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 432,792 | $3.13M | 0.1% | +244.0% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 70,819 | $512K | 0.0% | +628.0% | 0.000% | |
10/18/2024 | Raymond James & Associates | 399,925 | $2.89M | 0.0% | -3.7% | 0.000% | |
10/11/2024 | ORG Partners LLC | 66,934 | $484K | 0.1% | -2.9% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 20,103 | $137K | 0.0% | N/A | 0.000% | |
8/21/2024 | Truist Financial Corp | 39,509 | $268K | 0.0% | -74.3% | 0.000% | |
8/2/2024 | Tortoise Investment Management LLC | 681,625 | $4.62M | 0.5% | -32.3% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 34,417 | $233K | 0.0% | +18.3% | 0.000% | |
7/31/2024 | Rothschild Investment LLC | 32,000 | $217K | 0.0% | N/A | 0.000% | |
7/30/2024 | International Assets Investment Management LLC | 9,728 | $66K | 0.0% | N/A | 0.000% | |
7/19/2024 | Raymond James & Associates | 415,265 | $2.82M | 0.0% | +5.7% | 0.000% | |
5/17/2024 | Comerica Bank | 15,000 | $102K | 0.0% | N/A | 0.000% | |
5/15/2024 | Alpine Global Management LLC | 20,000 | $136K | 0.0% | N/A | 0.000% | |
5/14/2024 | Robinson Capital Management LLC | 265,036 | $1.80M | 0.6% | -2.9% | 0.000% | |
5/6/2024 | ORG Partners LLC | 67,875 | $460K | 0.9% | N/A | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 84,295 | $572K | 0.0% | +8.5% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 234,951 | $1.60M | 0.0% | +7.0% | 0.000% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 126,581 | $859K | 0.0% | -1.4% | 0.000% | |
4/13/2024 | Quad Cities Investment Group LLC | 43,182 | $293K | 0.2% | -11.5% | 0.000% | |
2/29/2024 | Tortoise Investment Management LLC | 958,730 | $6.16M | 0.8% | +29.7% | 0.000% | |
2/13/2024 | 1607 Capital Partners LLC | 1,192,313 | $7.66M | 0.5% | +4.0% | 0.000% | |
2/8/2024 | Tortoise Investment Management LLC | 1,034,201 | $6.81M | 0.9% | +39.9% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 77,702 | $499K | 0.0% | -4.2% | 0.000% | |
2/6/2024 | TCG Advisory Services LLC | 30,000 | $193K | 0.0% | N/A | 0.000% | |
2/5/2024 | Stonebrook Private Inc. | 19,984 | $128K | 0.0% | N/A | 0.000% | |
2/2/2024 | Truist Financial Corp | 153,159 | $983K | 0.0% | -9.3% | 0.707% | |
2/1/2024 | Wolverine Asset Management LLC | 26,563 | $171K | 0.0% | N/A | 0.123% | |
2/1/2024 | Signaturefd LLC | 6,013 | $39K | 0.0% | N/A | 0.028% | |
1/25/2024 | International Assets Investment Management LLC | 61,815 | $397K | 0.0% | +546.1% | 0.286% | |
1/24/2024 | International Assets Investment Management LLC | 61,815 | $397K | 0.0% | +546.1% | 0.286% | |
1/23/2024 | Venturi Wealth Management LLC | 4,500 | $29K | 0.0% | N/A | 0.021% | |
1/19/2024 | Realta Investment Advisors | 19,044 | $122K | 0.0% | -65.7% | 0.088% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 219,619 | $1.41M | 0.0% | -16.9% | 1.014% | |
1/16/2024 | Raymond James & Associates | 337,039 | $2.16M | 0.0% | -13.1% | 1.557% | |
1/10/2024 | Quad Cities Investment Group LLC | 48,775 | $316K | 0.2% | -10.8% | 0.225% | |
11/15/2023 | 1607 Capital Partners LLC | 1,146,808 | $6.98M | 0.5% | +4.5% | 5.297% | |
11/14/2023 | AQR Arbitrage LLC | 93,248 | $568K | 0.0% | +69.7% | 0.431% | |
11/14/2023 | Robinson Capital Management LLC | 272,776 | $1.64M | 0.7% | +7.2% | 1.260% | |
11/14/2023 | Thomas J. Herzfeld Advisors Inc. | 52,358 | $319K | 0.1% | +1,983.5% | 0.242% | |
11/3/2023 | ORG Partners LLC | 64,528 | $393K | 0.2% | +24.0% | 0.298% | |
10/30/2023 | Melfa Wealth Management LLC | 62,650 | $382K | 0.4% | -9.8% | 0.289% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 80,464 | $490K | 0.0% | N/A | 0.372% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 264,258 | $1.61M | 0.0% | -4.8% | 1.221% | |
10/24/2023 | Raymond James & Associates | 387,698 | $2.36M | 0.0% | -10.7% | 1.791% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 10,850 | $66K | 0.0% | N/A | 0.050% | |
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10/5/2023 | Quad Cities Investment Group LLC | 54,658 | $333K | 0.2% | +3.6% | 0.252% | |
10/4/2023 | International Assets Investment Management LLC | 9,568 | $58K | 0.0% | N/A | 0.044% | |
8/15/2023 | Rivernorth Capital Management LLC | 793,812 | $5.20M | 0.3% | +68.1% | 3.667% | |
8/9/2023 | Robinson Capital Management LLC | 254,501 | $1.66M | 0.7% | N/A | 1.176% | |
8/8/2023 | Prospera Financial Services Inc | 50,021 | $328K | 0.0% | -36.5% | 0.231% | |
8/7/2023 | Tortoise Investment Management LLC | 562,881 | $3.69M | 0.5% | +51.3% | 2.600% | |
8/1/2023 | Truist Financial Corp | 168,486 | $1.10M | 0.0% | +410.1% | 0.778% | |
7/26/2023 | Janney Montgomery Scott LLC | 81,569 | $534K | 0.0% | -8.0% | 0.377% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 277,622 | $1.82M | 0.0% | +2.9% | 1.282% | |
7/25/2023 | Raymond James & Associates | 434,118 | $2.84M | 0.0% | -3.4% | 2.005% | |