4/15/2024 | Future Financial Wealth Managment LLC | 124,610 | $439K | 0.3% | -16.8% | 0.129% | |
4/13/2024 | Quad Cities Investment Group LLC | 347,795 | $1.22M | 0.7% | -8.6% | 0.361% | |
4/11/2024 | Sanders Morris Harris LLC | 33,490 | $118K | 0.0% | N/A | 0.035% | |
3/27/2024 | Nomura Holdings Inc. | 16,476 | $59K | 0.0% | N/A | 0.017% | |
2/27/2024 | Lazari Capital Management Inc. | 28,224 | $101K | 0.1% | -18.8% | 0.029% | |
2/14/2024 | Royal Bank of Canada | 151,079 | $540K | 0.0% | +4.0% | 0.154% | |
|
2/14/2024 | LM Advisors LLC | 21,100 | $75K | 0.0% | N/A | 0.022% | |
2/14/2024 | Creative Planning | 92,156 | $329K | 0.0% | -44.7% | 0.094% | |
2/14/2024 | Nomura Holdings Inc. | 16,476 | $59K | 0.0% | N/A | 0.017% | |
2/13/2024 | Karpus Management Inc. | 1,066,215 | $3.81M | 0.1% | -4.2% | 1.088% | |
2/13/2024 | Peapack Gladstone Financial Corp | 47,096 | $168K | 0.0% | -10.5% | 0.048% | |
2/13/2024 | 1607 Capital Partners LLC | 1,735,894 | $6.20M | 0.4% | +0.4% | 1.771% | |
2/12/2024 | Gridiron Partners LLC | 28,985 | $103K | 0.1% | N/A | 0.030% | |
2/12/2024 | Stifel Financial Corp | 59,499 | $212K | 0.0% | +16.4% | 0.061% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 99,762 | $356K | 0.0% | +769.6% | 0.102% | |
2/9/2024 | UBS Group AG | 117,010 | $418K | 0.0% | +10.3% | 0.119% | |
2/8/2024 | Janney Montgomery Scott LLC | 1,118,433 | $3.99M | 0.0% | -15.0% | 1.141% | |
2/7/2024 | Shaker Financial Services LLC | 78,185 | $281K | 0.1% | -53.9% | 0.080% | |
2/7/2024 | Howard Wealth Management LLC | 36,235 | $129K | 0.1% | -18.9% | 0.037% | |
2/6/2024 | Valley Brook Capital Group Inc. | 40,050 | $143K | 0.1% | +12.3% | 0.041% | |
2/5/2024 | Oder Investment Management LLC | 82,826 | $296K | 0.3% | -26.0% | 0.084% | |
2/5/2024 | Stonebrook Private Inc. | 39,298 | $140K | 0.0% | N/A | 0.040% | |
1/31/2024 | HTLF Bank | 12,170 | $43K | 0.0% | N/A | 0.012% | |
1/31/2024 | Investors Asset Management of Georgia Inc. GA ADV | 12,038 | $43K | 0.0% | N/A | 0.012% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 2,882,464 | $10.29M | 0.0% | +13.7% | 2.940% | |
1/24/2024 | International Assets Investment Management LLC | 189,492 | $676K | 0.0% | +257.0% | 0.193% | |
1/18/2024 | Transform Wealth LLC | 131,600 | $470K | 0.0% | +2.2% | 0.134% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 473,657 | $1.69M | 0.0% | -0.9% | 0.483% | |
1/16/2024 | Raymond James & Associates | 448,422 | $1.60M | 0.0% | -1.6% | 0.457% | |
1/16/2024 | Eclectic Associates Inc. ADV | 11,896 | $42K | 0.0% | N/A | 0.012% | |
1/16/2024 | Sterneck Capital Management LLC | 115,702 | $413K | 0.3% | -2.8% | 0.118% | |
1/12/2024 | Register Financial Advisors LLC | 21,594 | $77K | 0.1% | N/A | 0.022% | |
1/11/2024 | Raymond James Trust N.A. | 21,481 | $77K | 0.0% | N/A | 0.022% | |
1/10/2024 | Quad Cities Investment Group LLC | 380,504 | $1.37M | 0.8% | -11.1% | 0.388% | |
11/16/2023 | Creative Planning | 166,693 | $558K | 0.0% | +864.9% | 0.170% | |
11/14/2023 | Sterneck Capital Management LLC | 119,006 | $399K | 0.3% | -4.0% | 0.121% | |
11/13/2023 | Stifel Financial Corp | 51,108 | $171K | 0.0% | +7.0% | 0.052% | |
11/13/2023 | Mariner LLC | 23,892 | $80K | 0.0% | +55.4% | 0.024% | |
11/13/2023 | LPL Financial LLC | 89,576 | $300K | 0.0% | +10.6% | 0.091% | |
11/13/2023 | Columbia Asset Management | 20,000 | $67K | 0.0% | N/A | 0.020% | |
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11/13/2023 | Invesco Ltd. | 1,059,456 | $3.55M | 0.0% | -2.7% | 1.081% | |
11/13/2023 | Envestnet Asset Management Inc. | 14,231 | $48K | 0.0% | N/A | 0.015% | |
11/13/2023 | PNC Financial Services Group Inc. | 23,200 | $78K | 0.0% | -24.9% | 0.024% | |
11/9/2023 | Karpus Management Inc. | 1,112,755 | $3.73M | 0.1% | +2.1% | 1.135% | |
11/9/2023 | UBS Group AG | 106,094 | $355K | 0.0% | +10.0% | 0.108% | |
11/8/2023 | Janney Montgomery Scott LLC | 1,315,272 | $4.41M | 0.0% | -9.3% | 1.342% | |
11/8/2023 | Landscape Capital Management L.L.C. | 27,553 | $92K | 0.0% | +44.4% | 0.028% | |
11/7/2023 | Lazari Capital Management Inc. | 34,757 | $116K | 0.1% | +29.1% | 0.035% | |
11/3/2023 | SageView Advisory Group LLC | 25,159 | $84K | 0.0% | -43.4% | 0.026% | |
11/2/2023 | Shaker Financial Services LLC | 169,613 | $573K | 0.3% | -3.4% | 0.173% | |
10/31/2023 | Allworth Financial LP | 8,097 | $27K | 0.0% | -44.5% | 0.008% | |
10/30/2023 | Melfa Wealth Management LLC | 16,500 | $55K | 0.1% | N/A | 0.017% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 2,534,182 | $8.49M | 0.0% | +3.7% | 2.585% | |
10/26/2023 | Shufro Rose & Co. LLC | 138,700 | $465K | 0.0% | -9.8% | 0.141% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 478,161 | $1.60M | 0.0% | +2.4% | 0.488% | |
10/24/2023 | Raymond James & Associates | 455,489 | $1.53M | 0.0% | -9.7% | 0.465% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 11,472 | $38K | 0.0% | -29.1% | 0.012% | |
10/23/2023 | Commonwealth Equity Services LLC | 169,535 | $568K | 0.0% | -28.4% | 0.173% | |
10/11/2023 | Transform Wealth LLC | 128,800 | $435K | 0.0% | -47.2% | 0.131% | |
10/5/2023 | Quad Cities Investment Group LLC | 428,032 | $1.43M | 1.0% | -10.1% | 0.437% | |
10/4/2023 | International Assets Investment Management LLC | 53,079 | $178K | 0.0% | +9.1% | 0.054% | |
8/21/2023 | Osaic Holdings Inc. | 28,887 | $102K | 0.0% | -66.3% | 0.029% | |
8/15/2023 | Wells Fargo & Company MN | 56,538 | $199K | 0.0% | -19.0% | 0.058% | |
8/15/2023 | Integrated Wealth Concepts LLC | 44,610 | $157K | 0.0% | +75.5% | 0.046% | |
8/15/2023 | Royal Bank of Canada | 147,201 | $518K | 0.0% | -5.0% | 0.150% | |
8/15/2023 | Stifel Financial Corp | 47,777 | $168K | 0.0% | +28.7% | 0.049% | |
8/14/2023 | CSS LLC IL | 10,000 | $35K | 0.0% | N/A | 0.010% | |
8/14/2023 | MML Investors Services LLC | 112,575 | $396K | 0.0% | +15.5% | 0.115% | |
8/11/2023 | Karpus Management Inc. | 1,090,135 | $3.84M | 0.1% | -2.6% | 1.112% | |
8/11/2023 | Landscape Capital Management L.L.C. | 19,080 | $67K | 0.0% | N/A | 0.019% | |
8/10/2023 | Osaic Holdings Inc. | 28,887 | $102K | 0.0% | -66.3% | 0.029% | |
8/10/2023 | Commonwealth Equity Services LLC | 236,640 | $833K | 0.0% | -29.4% | 0.241% | |
8/10/2023 | Sit Investment Associates Inc. | 17,448,620 | $61.42M | 1.6% | +2.1% | 17.799% | |
8/10/2023 | Cetera Investment Advisers | 13,966 | $49K | 0.0% | -87.7% | 0.014% | |
8/7/2023 | Shaker Financial Services LLC | 175,514 | $621K | 0.3% | -33.7% | 0.179% | |
8/3/2023 | Shufro Rose & Co. LLC | 153,700 | $541K | 0.0% | -2.2% | 0.157% | |
8/1/2023 | Howard Wealth Management LLC | 45,565 | $160K | 0.1% | -79.1% | 0.046% | |
7/31/2023 | LPL Financial LLC | 81,010 | $285K | 0.0% | +25.5% | 0.083% | |
7/26/2023 | Janney Montgomery Scott LLC | 1,449,868 | $5.10M | 0.0% | -3.5% | 1.479% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 466,996 | $1.64M | 0.0% | +13.4% | 0.476% | |
7/25/2023 | Raymond James & Associates | 504,253 | $1.78M | 0.0% | +9.3% | 0.514% | |
7/24/2023 | Allspring Global Investments Holdings LLC | 2,443,576 | $8.60M | 0.0% | +85.8% | 2.493% | |
7/20/2023 | Lazari Capital Management Inc. | 26,915 | $95K | 0.1% | N/A | 0.027% | |
7/20/2023 | International Assets Investment Management LLC | 48,647 | $171K | 0.0% | -30.4% | 0.050% | |
7/18/2023 | Future Financial Wealth Managment LLC | 151,633 | $534K | 0.6% | +3.1% | 0.155% | |
7/18/2023 | Allspring Global Investments Holdings LLC | 2,443,576 | $8.60M | 0.0% | +85.8% | 2.493% | |
7/14/2023 | Transform Wealth LLC | 243,800 | $865K | 0.1% | -10.1% | 0.249% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 16,187 | $57K | 0.0% | N/A | 0.017% | |
7/12/2023 | Quad Cities Investment Group LLC | 475,995 | $1.68M | 1.1% | -2.5% | 0.486% | |
7/11/2023 | Capital Investment Advisors LLC | 52,039 | $183K | 0.0% | -10.7% | 0.053% | |
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6/5/2023 | Level Four Advisory Services LLC | 83,567 | $297K | 0.0% | +13.4% | 0.085% | |
5/18/2023 | JPMorgan Chase & Co. | 43,281 | $154K | 0.0% | N/A | 0.044% | |
5/16/2023 | Susquehanna International Group LLP | 41,483 | $148K | 0.0% | -13.4% | 0.042% | |
5/16/2023 | Steward Partners Investment Advisory LLC | 57,326 | $204K | 0.0% | +36.4% | 0.058% | |
5/15/2023 | Peapack Gladstone Financial Corp | 58,967 | $210K | 0.0% | +9.5% | 0.060% | |
5/15/2023 | Cetera Investment Advisers | 113,957 | $406K | 0.0% | +64.8% | 0.116% | |
5/12/2023 | Stifel Financial Corp | 37,122 | $132K | 0.0% | +54.0% | 0.038% | |
5/12/2023 | MML Investors Services LLC | 97,430 | $347K | 0.0% | -9.4% | 0.099% | |
5/12/2023 | Bank of America Corp DE | 236,870 | $843K | 0.0% | +7.1% | 0.242% | |
5/12/2023 | HRT Financial LP | 23,770 | $84K | 0.0% | N/A | 0.024% | |