3/6/2023 | Rockefeller Capital Management L.P. | 11,278 | $50K | 0.0% | +287.0% | 0.019% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 248,978 | $1.12M | 0.0% | +1.3% | 0.415% | |
2/15/2023 | Morgan Stanley | 3,847,383 | $17.35M | 0.0% | -10.5% | 6.406% | |
2/15/2023 | Mosaic Family Wealth Partners LLC | 217,537 | $0.98M | 0.3% | N/A | 0.362% | |
2/14/2023 | Susquehanna International Group LLP | 35,451 | $0.16M | 0.0% | -27.9% | 0.059% | |
2/14/2023 | Cetera Advisor Networks LLC | 127,574 | $0.58M | 0.0% | -8.4% | 0.212% | |
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2/13/2023 | Pinnacle Wealth Planning Services Inc. | 15,740 | $71K | 0.0% | -27.6% | 0.026% | |
2/10/2023 | Bank of America Corp DE | 54,639 | $0.25M | 0.0% | -12.2% | 0.091% | |
2/10/2023 | Advisor Group Holdings Inc. | 281,679 | $1.27M | 0.0% | -3.6% | 0.469% | |
2/9/2023 | Landscape Capital Management L.L.C. | 24,233 | $0.11M | 0.0% | -61.8% | 0.040% | |
2/9/2023 | Elequin Securities LLC | 11,269 | $51K | 0.0% | N/A | 0.019% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 564,083 | $2.54M | 0.0% | -7.4% | 0.939% | |
2/8/2023 | Raymond James & Associates | 89,306 | $0.40M | 0.0% | +26.4% | 0.149% | |
2/8/2023 | UBS Group AG | 399,640 | $1.80M | 0.0% | -10.6% | 0.665% | |
2/7/2023 | Commonwealth Equity Services LLC | 95,290 | $0.43M | 0.0% | -3.0% | 0.159% | |
2/7/2023 | LPL Financial LLC | 602,058 | $2.72M | 0.0% | +42.1% | 1.002% | |
2/3/2023 | Shaker Financial Services LLC | 188,020 | $0.85M | 0.4% | +3.4% | 0.313% | |
2/1/2023 | Janney Montgomery Scott LLC | 260,791 | $1.18M | 0.0% | -4.1% | 0.434% | |
1/25/2023 | MGO One Seven LLC | 11,365 | $51K | 0.0% | -41.1% | 0.019% | |
1/24/2023 | Park Avenue Securities LLC | 23,821 | $0.11M | 0.0% | -8.6% | 0.040% | |
1/23/2023 | Allspring Global Investments Holdings LLC | 1,026,854 | $4.63M | 0.0% | +351.5% | 1.710% | |
1/10/2023 | UMB Bank n.a. | 16,000 | $72K | 0.0% | -15.8% | 0.027% | |
1/9/2023 | Founders Capital Management | 6,270 | $28K | 0.0% | -28.9% | 0.010% | |
11/15/2022 | Sowell Financial Services LLC | 49,455 | $0.21M | 0.0% | +12.7% | 0.082% | |
11/15/2022 | Cohen & Steers Inc. | 283,653 | $1.20M | 0.0% | +30.6% | 0.472% | |
11/15/2022 | Commonwealth Equity Services LLC | 98,235 | $0.42M | 0.0% | +2.9% | 0.164% | |
11/15/2022 | 1607 Capital Partners LLC | 52,846 | $0.22M | 0.0% | +16.1% | 0.088% | |
11/14/2022 | Royal Bank of Canada | 159,373 | $0.67M | 0.0% | -5.4% | 0.265% | |
11/10/2022 | Wolverine Asset Management LLC | 409,469 | $1.73M | 0.0% | +14.7% | 0.682% | |
11/10/2022 | UBS Group AG | 446,932 | $1.89M | 0.0% | +30.3% | 0.744% | |
11/9/2022 | Shaker Financial Services LLC | 181,754 | $0.77M | 0.4% | +7.5% | 0.303% | |
11/4/2022 | Eudaimonia Partners LLC | 15,410 | $65K | 0.0% | N/A | 0.026% | |
10/26/2022 | Allspring Global Investments Holdings LLC | 227,434 | $0.96M | 0.0% | +24.8% | 0.379% | |
10/25/2022 | Janney Montgomery Scott LLC | 272,054 | $1.15M | 0.0% | +3.8% | 0.453% | |
10/25/2022 | Raymond James & Associates | 70,649 | $0.30M | 0.0% | +3.7% | 0.118% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 609,081 | $2.58M | 0.0% | +0.6% | 1.014% | |
8/23/2022 | Captrust Financial Advisors | 11,835 | $54K | 0.0% | N/A | 0.020% | |
8/16/2022 | Captrust Financial Advisors | 11,835 | $54K | 0.0% | N/A | 0.020% | |
8/13/2022 | NewEdge Advisors LLC | 84,200 | $0.38M | 0.0% | +9.5% | 0.140% | |
8/12/2022 | LPL Financial LLC | 431,675 | $1.97M | 0.0% | +5.4% | 0.716% | |
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8/11/2022 | Cetera Advisor Networks LLC | 149,417 | $0.68M | 0.0% | -24.3% | 0.248% | |
8/11/2022 | UBS Group AG | 343,057 | $1.57M | 0.0% | -30.9% | 0.569% | |
8/5/2022 | Landscape Capital Management L.L.C. | 63,911 | $0.29M | 0.0% | +18.0% | 0.106% | |
8/4/2022 | Northwestern Mutual Wealth Management Co. | 239,834 | $1.09M | 0.0% | +39.7% | 0.398% | |
8/3/2022 | Pinnacle Wealth Planning Services Inc. | 21,821 | $100K | 0.0% | -16.9% | 0.036% | |
8/3/2022 | Janney Montgomery Scott LLC | 262,096 | $1.17M | 0.0% | +1.8% | 0.434% | |
8/3/2022 | Wolverine Asset Management LLC | 357,067 | $1.63M | 0.0% | +66.2% | 0.592% | |
8/1/2022 | Shaker Financial Services LLC | 169,090 | $0.77M | 0.4% | -46.4% | 0.280% | |
7/25/2022 | Allspring Global Investments Holdings LLC | 182,311 | $0.83M | 0.0% | N/A | 0.302% | |
7/22/2022 | Spire Wealth Management | 21,652 | $99K | 0.0% | -43.8% | 0.036% | |
7/22/2022 | Truist Financial Corp | 43,834 | $0.20M | 0.0% | +36.1% | 0.073% | |
7/19/2022 | Commonwealth Equity Services LLC | 95,494 | $0.44M | 0.0% | +4.3% | 0.158% | |
7/19/2022 | Claraphi Advisory Network LLC | 27,541 | $0.13M | 0.0% | +9.6% | 0.046% | |
7/14/2022 | Raymond James Trust N.A. | 22,010 | $100K | 0.0% | +23.6% | 0.036% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 35,879 | $0.16M | 0.0% | +32.5% | 0.059% | |
5/25/2022 | Fortitude Advisory Group L.L.C. | 78,369 | $0.42M | 0.2% | +9.6% | 0.130% | |
5/17/2022 | Royal Bank of Canada | 172,837 | $0.92M | 0.0% | -2.9% | 0.286% | |
5/16/2022 | Atria Wealth Solutions Inc. | 22,758 | $0.12M | 0.0% | N/A | 0.038% | |
5/16/2022 | Cohen & Steers Inc. | 217,231 | $1.15M | 0.0% | -54.5% | 0.360% | |
5/16/2022 | Invesco Ltd. | 601,035 | $3.19M | 0.0% | +22.1% | 0.996% | |
5/16/2022 | UBS Group AG | 496,420 | $2.64M | 0.0% | -0.8% | 0.823% | |
5/13/2022 | KCM Investment Advisors LLC | 10,000 | $53K | 0.0% | N/A | 0.017% | |
5/13/2022 | NewEdge Advisors LLC | 76,900 | $0.41M | 0.0% | +47.9% | 0.127% | |
5/12/2022 | Sit Investment Associates Inc. | 51,098 | $0.27M | 0.0% | -65.6% | 0.085% | |
5/12/2022 | Cetera Advisor Networks LLC | 197,366 | $1.05M | 0.0% | -17.2% | 0.327% | |
5/12/2022 | Cambridge Investment Research Advisors Inc. | 27,074 | $0.14M | 0.0% | +25.5% | 0.045% | |
5/11/2022 | Landscape Capital Management L.L.C. | 54,172 | $0.29M | 0.0% | N/A | 0.090% | |
5/11/2022 | Raymond James Financial Services Advisors Inc. | 597,729 | $3.17M | 0.0% | +3.6% | 0.991% | |
5/11/2022 | Raymond James & Associates | 70,850 | $0.38M | 0.0% | -11.4% | 0.117% | |
5/9/2022 | Northwestern Mutual Wealth Management Co. | 171,645 | $0.91M | 0.0% | +16.1% | 0.285% | |
5/6/2022 | Shaker Financial Services LLC | 315,656 | $1.68M | 0.6% | N/A | 0.523% | |
5/5/2022 | First Foundation Advisors | 11,392 | $60K | 0.0% | -24.0% | 0.019% | |
5/4/2022 | Advisor Group Holdings Inc. | 334,326 | $1.78M | 0.0% | +6.7% | 0.554% | |
5/4/2022 | Wolverine Asset Management LLC | 214,801 | $1.14M | 0.0% | N/A | 0.356% | |
5/4/2022 | Commonwealth Equity Services LLC | 91,589 | $0.49M | 0.0% | +11.0% | 0.152% | |
5/2/2022 | XML Financial LLC | 15,030 | $80K | 0.0% | N/A | 0.025% | |
5/2/2022 | Beck Bode LLC | 12,371 | $66K | 0.0% | N/A | 0.021% | |
5/2/2022 | Steward Partners Investment Advisory LLC | 22,360 | $0.12M | 0.0% | -12.0% | 0.037% | |
4/26/2022 | Kestra Advisory Services LLC | 10,119 | $54K | 0.0% | -23.5% | 0.017% | |
4/22/2022 | Truist Financial Corp | 32,200 | $0.17M | 0.0% | +35.2% | 0.053% | |
4/20/2022 | Howard Financial Services LTD. | 14,000 | $74K | 0.0% | N/A | 0.023% | |
4/18/2022 | Spire Wealth Management | 38,531 | $0.21M | 0.0% | -10.3% | 0.064% | |
4/11/2022 | Dynamic Advisor Solutions LLC | 12,079 | $64K | 0.0% | N/A | 0.020% | |
2/15/2022 | Kenfarb & CO. | 53,000 | $0.34M | 0.2% | N/A | 0.088% | |
2/15/2022 | Cetera Investment Advisers | 96,570 | $0.62M | 0.0% | +26.0% | 0.160% | |
2/10/2022 | Paradigm Financial Partners LLC | 15,442 | $97K | 0.0% | N/A | 0.026% | |
2/9/2022 | UMB Bank N A MO | 19,000 | $0.12M | 0.0% | N/A | 0.031% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 577,158 | $3.69M | 0.0% | +1.8% | 0.957% | |
2/8/2022 | Steward Partners Investment Advisory LLC | 25,412 | $0.16M | 0.0% | +12.2% | 0.042% | |
2/8/2022 | Raymond James & Associates | 79,973 | $0.51M | 0.0% | -6.3% | 0.133% | |
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2/3/2022 | Advisor Group Holdings Inc. | 313,358 | $2M | 0.0% | +5.7% | 0.519% | |
2/3/2022 | Northwestern Mutual Wealth Management Co. | 147,899 | $0.95M | 0.0% | +20.3% | 0.245% | |
1/31/2022 | Commonwealth Equity Services LLC | 82,507 | $0.53M | 0.0% | +27.6% | 0.137% | |
1/27/2022 | Janney Montgomery Scott LLC | 220,587 | $1.41M | 0.0% | +2.5% | 0.366% | |
1/25/2022 | Mosaic Family Wealth LLC | 214,309 | $1.37M | 0.4% | +3.3% | 0.355% | |
11/16/2021 | Cetera Investment Advisers | 76,653 | $0.50M | 0.0% | +40.2% | 0.127% | |
11/16/2021 | Cetera Advisor Networks LLC | 214,589 | $1.41M | 0.0% | +19.0% | 0.356% | |
11/16/2021 | LPL Financial LLC | 440,358 | $2.89M | 0.0% | +15.4% | 0.730% | |
11/16/2021 | MML Investors Services LLC | 10,001 | $66K | 0.0% | N/A | 0.017% | |
11/16/2021 | Claraphi Advisory Network LLC | 24,438 | $0.16M | 0.1% | +47.9% | 0.041% | |