4/29/2025 | Envestnet Asset Management Inc. | 99,984 | $810K | 0.0% | -21.5% | 0.000% | |
4/21/2025 | Institute for Wealth Management LLC. | 26,788 | $217K | 0.0% | +6.1% | 0.000% | |
2/17/2025 | CoreCap Advisors LLC | 10,100 | $79K | 0.0% | -15.8% | 0.000% | |
2/17/2025 | Citadel Advisors LLC | 12,705 | $99K | 0.0% | N/A | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 94,373 | $739K | 0.3% | -42.6% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 47,437 | $369K | 0.0% | -6.7% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 221,545 | $1.72M | 0.0% | +63.8% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 127,315 | $991K | 0.0% | +80.6% | 0.000% | |
2/11/2025 | LPL Financial LLC | 154,372 | $1.20M | 0.0% | +18.5% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 116,669 | $908K | 0.0% | -1.9% | 0.000% | |
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1/31/2025 | Truist Financial Corp | 130,682 | $1.02M | 0.0% | +79.8% | 0.000% | |
1/27/2025 | MAS Advisors LLC | 29,767 | $232K | 0.4% | +5.2% | 0.000% | |
1/23/2025 | Institute for Wealth Management LLC. | 25,239 | $196K | 0.0% | +102.0% | 0.000% | |
12/3/2024 | Rivernorth Capital Management LLC | 341,951 | $2.87M | 0.1% | -1.0% | 0.000% | |
11/15/2024 | Rivernorth Capital Management LLC | 341,951 | $2.87M | 0.1% | -1.0% | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 164,393 | $1.39M | 0.5% | -28.9% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 6,293 | $53K | 0.0% | +739.1% | 0.000% | |
8/21/2024 | Truist Financial Corp | 33,421 | $252K | 0.0% | N/A | 0.000% | |
8/13/2024 | MAS Advisors LLC | 28,295 | $214K | 0.5% | -5.7% | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 231,174 | $1.76M | 0.7% | -34.8% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 122,382 | $924K | 0.0% | -1.8% | 0.000% | |
5/11/2024 | MAS Advisors LLC | 29,998 | $229K | 0.3% | N/A | 0.000% | |
4/30/2024 | Commonwealth Equity Services LLC | 124,628 | $953K | 0.0% | -5.9% | 0.000% | |
2/7/2024 | Avantax Advisory Services Inc. | 10,000 | $75K | 0.0% | N/A | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 178,457 | $1.34M | 0.6% | +483.0% | 0.000% | |
2/5/2024 | Epic Trust Investment Advisors LLC | 13,589 | $102K | 0.1% | N/A | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 5,625 | $42K | 0.0% | +650.0% | 0.000% | |
11/3/2023 | Private Advisor Group LLC | 15,017 | $99K | 0.0% | +16.2% | 0.000% | |
11/2/2023 | Shaker Financial Services LLC | 30,611 | $203K | 0.1% | N/A | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 11,713 | $78K | 0.0% | -19.8% | 0.000% | |
8/15/2023 | Cohen & Steers Inc. | 138,801 | $999K | 0.0% | -10.6% | 0.000% | |
8/14/2023 | Morse Asset Management Inc | 11,948 | $86K | 0.0% | +14.6% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 122,926 | $885K | 0.0% | -27.0% | 0.000% | |
7/31/2023 | LPL Financial LLC | 95,972 | $691K | 0.0% | -10.8% | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 168,323 | $1.25M | 0.0% | -1.1% | 0.000% | |
5/3/2023 | Morse Asset Management Inc | 10,428 | $77K | 0.0% | N/A | 0.000% | |
2/10/2023 | CoreCap Advisors LLC | 11,350 | $79K | 0.0% | -9.9% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 127,166 | $881K | 0.0% | -3.5% | 0.000% | |
2/7/2023 | LPL Financial LLC | 105,021 | $728K | 0.0% | +12.3% | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 95,429 | $661K | 0.0% | N/A | 0.000% | |
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11/15/2022 | Cohen & Steers Inc. | 297,519 | $1.92M | 0.0% | -9.7% | 0.000% | |
11/14/2022 | Guggenheim Capital LLC | 174,539 | $1.12M | 0.0% | +17.0% | 0.000% | |
11/14/2022 | Mariner Investment Group LLC | 19,644 | $127K | 0.1% | -15.3% | 0.000% | |
10/14/2022 | Private Advisor Group LLC | 11,831 | $76K | 0.0% | N/A | 0.000% | |
8/13/2022 | Mariner Investment Group LLC | 23,205 | $183K | 0.2% | N/A | 0.000% | |
8/13/2022 | NewEdge Advisors LLC | 84,747 | $669K | 0.0% | +7.2% | 0.000% | |
8/11/2022 | CoreCap Advisors LLC | 10,125 | $80K | 0.0% | N/A | 0.000% | |
8/10/2022 | Thomas J. Herzfeld Advisors Inc. | 7,535 | $59K | 0.0% | -71.1% | 0.000% | |
5/16/2022 | Cohen & Steers Inc. | 329,596 | $3.14M | 0.0% | +21.2% | 0.000% | |
5/9/2022 | Northwestern Mutual Wealth Management Co. | 6,749 | $64K | 0.0% | -52.6% | 0.000% | |
5/4/2022 | Commonwealth Equity Services LLC | 136,730 | $1.30M | 0.0% | -3.2% | 0.000% | |
5/2/2022 | Signaturefd LLC | 10,873 | $104K | 0.0% | +234.6% | 0.000% | |
2/14/2022 | Guggenheim Capital LLC | 140,479 | $1.52M | 0.0% | +6.0% | 0.000% | |
2/14/2022 | Clough Capital Partners L P | 76,200 | $825K | 0.1% | N/A | 0.000% | |
2/14/2022 | Rockefeller Capital Management L.P. | 3,218 | $34K | 0.0% | N/A | 0.000% | |
2/9/2022 | Mariner Investment Group LLC | 10,827 | $117K | 0.0% | N/A | 0.000% | |
2/8/2022 | Brinker Capital Investments LLC | 75,302 | $816K | 0.0% | N/A | 0.000% | |
2/8/2022 | Biltmore Capital Advisors LLC | 14,000 | $152K | 0.0% | N/A | 0.000% | |
2/3/2022 | Northwestern Mutual Wealth Management Co. | 14,249 | $154K | 0.0% | -24.4% | 0.000% | |
1/31/2022 | Commonwealth Equity Services LLC | 141,228 | $1.53M | 0.0% | -0.8% | 0.000% | |
11/15/2021 | Guggenheim Capital LLC | 132,488 | $1.43M | 0.0% | +27.0% | 0.000% | |
11/15/2021 | Cohen & Steers Inc. | 232,929 | $2.52M | 0.0% | +1,747.5% | 0.000% | |
11/5/2021 | Advisor Group Holdings Inc. | 10,804 | $117K | 0.0% | -25.2% | 0.000% | |
10/29/2021 | Commonwealth Equity Services LLC | 142,359 | $1.54M | 0.0% | -2.3% | 0.000% | |
10/28/2021 | Destiny Wealth Partners LLC | 3,400 | $37K | 0.0% | N/A | 0.000% | |
8/16/2021 | MML Investors Services LLC | 12,100 | $134K | 0.0% | -41.3% | 0.000% | |
8/13/2021 | Northwestern Mutual Wealth Management Co. | 19,856 | $220K | 0.0% | +5.3% | 0.000% | |
8/12/2021 | Advisory Services Network LLC | 3,272 | $36K | 0.0% | N/A | 0.000% | |
8/11/2021 | Commonwealth Equity Services LLC | 145,638 | $1.62M | 0.0% | -1.1% | 0.000% | |
8/11/2021 | Susquehanna International Group LLP | 10,156 | $113K | 0.0% | N/A | 0.000% | |
8/10/2021 | Cambridge Investment Research Advisors Inc. | 16,331 | $181K | 0.0% | -11.2% | 0.000% | |
8/10/2021 | Mid Atlantic Financial Management Inc. ADV | 85,500 | $949K | 0.1% | -6.0% | 0.000% | |
8/4/2021 | Biltmore Capital Advisors LLC | 10,000 | $111K | 0.0% | N/A | 0.000% | |
5/17/2021 | Wagner Wealth Management LLC | 3,010 | $32K | 0.0% | N/A | 0.000% | |
5/14/2021 | Thomas J. Herzfeld Advisors Inc. | 68,641 | $730K | 0.3% | +419.6% | 0.000% | |
5/14/2021 | MML Investors Services LLC | 20,628 | $219K | 0.0% | +5.4% | 0.000% | |
5/13/2021 | Guggenheim Capital LLC | 88,515 | $942K | 0.0% | +101.2% | 0.000% | |
5/12/2021 | UBS Group AG | 103,719 | $1.10M | 0.0% | -1.4% | 0.000% | |
5/11/2021 | Mid Atlantic Financial Management Inc. ADV | 91,000 | $968K | 0.1% | +12.3% | 0.000% | |
5/4/2021 | Commonwealth Equity Services LLC | 147,204 | $1.57M | 0.0% | +4.8% | 0.000% | |
4/22/2021 | Private Advisor Group LLC | 11,429 | $122K | 0.0% | +13.7% | 0.000% | |