7/1/2025 | Harbor Investment Advisory LLC | 2,975 | $30K | 0.0% | N/A | 0.000% | |
5/16/2025 | Jones Financial Companies Lllp | 64,486 | $635K | 0.0% | -66.5% | 0.642% | |
5/16/2025 | 1607 Capital Partners LLC | 104,147 | $1.03M | 0.1% | -63.9% | 1.036% | |
4/29/2025 | OneDigital Investment Advisors LLC | 25,233 | $248K | 0.0% | +11.9% | 0.251% | |
4/10/2025 | EWG Elevate Inc. | 20,370 | $200K | 0.1% | N/A | 0.203% | |
2/17/2025 | Ameriprise Financial Inc. | 12,238 | $115K | 0.0% | -9.1% | 0.122% | |
2/14/2025 | South Plains Financial Inc. | 3,845 | $36K | 0.0% | N/A | 0.038% | |
2/13/2025 | 1607 Capital Partners LLC | 288,375 | $2.71M | 0.2% | +19.9% | 2.869% | |
2/13/2025 | Guggenheim Capital LLC | 129,522 | $1.22M | 0.0% | -40.3% | 1.289% | |
2/13/2025 | Wells Fargo & Company MN | 16,218 | $153K | 0.0% | -16.7% | 0.161% | |
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2/11/2025 | LPL Financial LLC | 55,241 | $520K | 0.0% | -10.9% | 0.550% | |
2/10/2025 | Commonwealth Equity Services LLC | 16,507 | $155K | 0.0% | -34.3% | 0.164% | |
2/6/2025 | Jones Financial Companies Lllp | 192,296 | $1.81M | 0.0% | +27.9% | 1.913% | |
2/4/2025 | WESPAC Advisors LLC | 10,000 | $94K | 0.1% | N/A | 0.100% | |
2/3/2025 | Wolverine Asset Management LLC | 82,338 | $775K | 0.0% | N/A | 0.819% | |
1/17/2025 | Janney Montgomery Scott LLC | 11,636 | $109K | 0.0% | N/A | 0.116% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 47,683 | $449K | 0.0% | -67.8% | 0.474% | |
11/6/2024 | OneDigital Investment Advisors LLC | 22,250 | $223K | 0.0% | +80.5% | 0.221% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 148,204 | $1.49M | 0.1% | -3.9% | 1.475% | |
7/31/2024 | Rothschild Investment LLC | 50,000 | $490K | 0.0% | N/A | 0.498% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 154,241 | $1.51M | 0.1% | -16.8% | 1.535% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 185,430 | $1.75M | 0.1% | -1.1% | 1.845% | |
2/13/2024 | 1607 Capital Partners LLC | 785,667 | $7.23M | 0.5% | +2.2% | 7.818% | |
2/6/2024 | Fortitude Advisory Group L.L.C. | 26,920 | $248K | 0.2% | +9.4% | 0.268% | |
2/1/2024 | Wolverine Asset Management LLC | 57,573 | $530K | 0.0% | +321.0% | 0.573% | |
1/18/2024 | Kaizen Financial Strategies | 98,320 | $905K | 0.7% | -8.3% | 0.978% | |
11/15/2023 | 1607 Capital Partners LLC | 768,413 | $6.61M | 0.5% | -1.2% | 7.646% | |
11/13/2023 | Wolverine Asset Management LLC | 13,676 | $118K | 0.0% | N/A | 0.136% | |
11/1/2023 | Wakefield Asset Management LLLP | 66,556 | $573K | 0.3% | -13.2% | 0.662% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 193,450 | $1.66M | 0.1% | +1.9% | 1.925% | |
10/27/2023 | Crestone Asset Management LLC | 10,621 | $91K | 0.0% | N/A | 0.106% | |
8/8/2023 | Kaizen Financial Strategies | 130,806 | $1.23M | 1.1% | -2.9% | 1.302% | |
8/1/2023 | Wakefield Asset Management LLLP | 76,685 | $723K | 0.3% | +6.7% | 0.763% | |
7/28/2023 | Private Trust Co. NA | 10,000 | $94K | 0.0% | N/A | 0.100% | |
7/5/2023 | Wiley BROS. Aintree Capital LLC | 13,384 | $126K | 0.1% | +15.8% | 0.133% | |
6/5/2023 | Level Four Advisory Services LLC | 14,450 | $135K | 0.0% | +31.4% | 0.144% | |
5/11/2023 | Kaizen Financial Strategies | 134,661 | $1.26M | 1.2% | -5.3% | 1.340% | |
5/11/2023 | Guggenheim Capital LLC | 174,583 | $1.63M | 0.0% | +19.8% | 1.738% | |
5/2/2023 | Wakefield Asset Management LLLP | 71,837 | $672K | 0.3% | +4.9% | 0.715% | |
4/20/2023 | Hennion & Walsh Asset Management Inc. | 162,094 | $1.52M | 0.1% | +82.4% | 1.614% | |
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2/7/2023 | Commonwealth Equity Services LLC | 19,137 | $179K | 0.0% | +19.0% | 0.190% | |
2/7/2023 | LPL Financial LLC | 83,759 | $787K | 0.0% | +7.2% | 0.833% | |
2/3/2023 | Tortoise Investment Management LLC | 7,400 | $70K | 0.0% | +604.8% | 0.074% | |
1/31/2023 | Kestra Advisory Services LLC | 25,835 | $243K | 0.0% | -6.3% | 0.257% | |
1/30/2023 | Wakefield Asset Management LLLP | 68,509 | $644K | 0.3% | +6.7% | 0.682% | |
1/19/2023 | Kaizen Financial Strategies | 142,266 | $1.38M | 1.4% | -8.5% | 1.416% | |
1/12/2023 | Hennion & Walsh Asset Management Inc. | 88,880 | $835K | 0.1% | +322.3% | 0.885% | |
1/11/2023 | EWG Elevate Inc. | 7,670 | $72K | 0.0% | N/A | 0.076% | |
11/15/2022 | 1607 Capital Partners LLC | 697,215 | $6.06M | 0.5% | +31.1% | 6.937% | |
11/14/2022 | Guggenheim Capital LLC | 45,114 | $392K | 0.0% | +92.7% | 0.449% | |
11/14/2022 | Hennion & Walsh Asset Management Inc. | 21,046 | $183K | 0.0% | N/A | 0.209% | |
11/7/2022 | Wakefield Asset Management LLLP | 64,181 | $558K | 0.3% | +4.2% | 0.639% | |
10/19/2022 | Kaizen Financial Strategies | 155,535 | $1.35M | 1.4% | +5.3% | 1.548% | |
10/11/2022 | Wiley BROS. Aintree Capital LLC | 12,351 | $107K | 0.1% | +13.5% | 0.123% | |
8/13/2022 | Wakefield Asset Management LLLP | 61,590 | $570K | 0.2% | +2.6% | 0.613% | |
8/3/2022 | Wolverine Asset Management LLC | 92,346 | $855K | 0.0% | +326.4% | 0.919% | |
7/22/2022 | Ackerman Capital Advisors LLC | 11,284 | $104K | 0.0% | N/A | 0.112% | |
7/18/2022 | Kaizen Financial Strategies | 147,772 | $1.37M | 1.4% | -2.7% | 1.471% | |
5/17/2022 | 1607 Capital Partners LLC | 229,917 | $2.30M | 0.1% | N/A | 2.511% | |
5/9/2022 | Mutual Advisors LLC | 10,487 | $105K | 0.0% | -46.5% | 0.115% | |
5/6/2022 | Kaizen Financial Strategies | 151,929 | $1.52M | 1.2% | +191.7% | 1.660% | |
5/4/2022 | Wolverine Asset Management LLC | 21,655 | $216K | 0.0% | N/A | 0.237% | |
5/2/2022 | Wakefield Asset Management LLLP | 60,030 | $601K | 0.2% | +8.5% | 0.656% | |
4/26/2022 | Kestra Advisory Services LLC | 29,157 | $292K | 0.0% | +15.5% | 0.318% | |
4/26/2022 | Wiley BROS. Aintree Capital LLC | 10,861 | $109K | 0.1% | -34.4% | 0.119% | |
4/19/2022 | Wedbush Securities Inc. | 20,816 | $209K | 0.0% | +16.5% | 0.227% | |
4/11/2022 | Wiley BROS. Aintree Capital LLC | 10,861 | $109K | 0.1% | -34.4% | 0.119% | |
2/14/2022 | Mutual Advisors LLC | 19,587 | $224K | 0.0% | +11.5% | 0.214% | |
2/9/2022 | Baird Financial Group Inc. | 105,224 | $1.21M | 0.0% | -1.1% | 1.149% | |
2/3/2022 | Northwestern Mutual Wealth Management Co. | 2,660 | $30K | 0.0% | N/A | 0.029% | |
2/1/2022 | Wakefield Asset Management LLLP | 55,336 | $634K | 0.2% | +10.7% | 0.605% | |
1/26/2022 | Kaizen Financial Strategies | 52,090 | $597K | 0.4% | N/A | 0.569% | |
1/20/2022 | Kestra Advisory Services LLC | 25,252 | $289K | 0.0% | -4.6% | 0.276% | |
11/5/2021 | Advisor Group Holdings Inc. | 4,235 | $51K | 0.0% | -57.4% | 0.046% | |
10/19/2021 | Kestra Advisory Services LLC | 26,456 | $317K | 0.0% | +47.8% | 0.289% | |
8/13/2021 | Steward Partners Investment Advisory LLC | 20,601 | $244K | 0.0% | -12.3% | 0.225% | |
8/12/2021 | Mutual Advisors LLC | 10,973 | $130K | 0.0% | N/A | 0.120% | |
8/11/2021 | Baird Financial Group Inc. | 106,639 | $1.26M | 0.0% | N/A | 1.165% | |
8/10/2021 | Wakefield Asset Management LLLP | 49,797 | $589K | 0.2% | +12.8% | 0.544% | |
8/1/2021 | Biltmore Family Office LLC | 68,714 | $815K | 0.2% | N/A | 0.751% | |
7/31/2021 | Keudell Morrison Wealth Management | 10,550 | $125K | 0.1% | -10.6% | 0.115% | |
5/18/2021 | Morgan Stanley | 61,418 | $702K | 0.0% | -3.0% | 0.671% | |
5/13/2021 | Guggenheim Capital LLC | 51,122 | $584K | 0.0% | -3.9% | 0.558% | |
5/12/2021 | UBS Group AG | 28,580 | $327K | 0.0% | -6.5% | 0.312% | |