2/15/2023 | Morgan Stanley | 101,222 | $1.66M | 0.0% | -17.2% | 0.000% | |
2/14/2023 | Family Management Corp | 32,106 | $0.53M | 0.1% | -13.1% | 0.000% | |
2/13/2023 | Advisors Asset Management Inc. | 133,806 | $2.19M | 0.0% | -6.8% | 0.000% | |
2/13/2023 | Wells Fargo & Company MN | 53,490 | $0.88M | 0.0% | -7.0% | 0.000% | |
2/10/2023 | Bank of America Corp DE | 12,827 | $0.21M | 0.0% | -9.6% | 0.000% | |
2/10/2023 | Advisor Group Holdings Inc. | 29,013 | $0.48M | 0.0% | +11.9% | 0.000% | |
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2/8/2023 | Raymond James & Associates | 21,793 | $0.36M | 0.0% | N/A | 0.000% | |
2/8/2023 | UBS Group AG | 119,415 | $1.95M | 0.0% | +15.9% | 0.000% | |
2/8/2023 | Prospera Financial Services Inc | 16,629 | $0.27M | 0.0% | -8.6% | 0.000% | |
2/7/2023 | LPL Financial LLC | 26,085 | $0.43M | 0.0% | N/A | 0.000% | |
2/3/2023 | U.S. Capital Wealth Advisors LLC | 2,000 | $33K | 0.0% | N/A | 0.000% | |
1/31/2023 | Wedbush Securities Inc. | 40,389 | $0.66M | 0.0% | +1.9% | 0.000% | |
11/22/2022 | B. Riley Wealth Advisors Inc. | 13,934 | $0.22M | 0.0% | N/A | 0.000% | |
11/15/2022 | Family Management Corp | 36,940 | $0.58M | 0.1% | -13.6% | 0.000% | |
11/14/2022 | Royal Bank of Canada | 179,409 | $2.80M | 0.0% | +3.5% | 0.000% | |
11/10/2022 | UBS Group AG | 103,054 | $1.61M | 0.0% | -20.0% | 0.000% | |
11/8/2022 | Advisors Asset Management Inc. | 143,525 | $2.24M | 0.0% | -3.3% | 0.000% | |
11/2/2022 | Rockefeller Capital Management L.P. | 2,800 | $43K | 0.0% | -74.5% | 0.000% | |
10/27/2022 | Prospera Financial Services Inc | 18,196 | $0.28M | 0.0% | -21.5% | 0.000% | |
10/24/2022 | Stratos Wealth Partners LTD. | 91,420 | $1.43M | 0.0% | -6.0% | 0.000% | |
10/18/2022 | Wedbush Securities Inc. | 39,655 | $0.62M | 0.0% | -14.9% | 0.000% | |
9/9/2022 | B. Riley Wealth Management Inc. | 13,934 | $0.24M | 0.0% | N/A | 0.000% | |
8/11/2022 | UBS Group AG | 128,803 | $2.25M | 0.0% | -9.8% | 0.000% | |
8/8/2022 | Advisors Asset Management Inc. | 148,347 | $2.60M | 0.0% | -0.7% | 0.000% | |
8/8/2022 | Moors & Cabot Inc. | 18,300 | $0.32M | 0.0% | N/A | 0.000% | |
8/8/2022 | Prospera Financial Services Inc | 23,168 | $0.41M | 0.0% | +9.5% | 0.000% | |
7/22/2022 | Stratos Wealth Partners LTD. | 97,280 | $1.70M | 0.0% | +74.0% | 0.000% | |
7/21/2022 | Wedbush Securities Inc. | 46,586 | $0.82M | 0.0% | N/A | 0.000% | |
5/17/2022 | Advisors Asset Management Inc. | 149,352 | $2.77M | 0.0% | +72.7% | 0.000% | |
5/17/2022 | Royal Bank of Canada | 165,347 | $3.07M | 0.0% | -3.9% | 0.000% | |
5/16/2022 | UBS Group AG | 142,842 | $2.65M | 0.0% | +20.2% | 0.000% | |
5/10/2022 | Karpus Management Inc. | 14,277 | $0.27M | 0.0% | -89.6% | 0.000% | |
5/6/2022 | Quadrant Capital Group LLC | 900,000 | $0.90M | 0.1% | N/A | 0.000% | |
5/4/2022 | Fortress Wealth Management Inc. | 51,254 | $0.95M | 0.7% | +6.8% | 0.000% | |
5/4/2022 | Advisor Group Holdings Inc. | 6,972 | $0.13M | 0.0% | +30.1% | 0.000% | |
5/4/2022 | Prospera Financial Services Inc | 21,156 | $0.39M | 0.0% | +33.3% | 0.000% | |
5/2/2022 | XML Financial LLC | 11,500 | $0.21M | 0.0% | +27.8% | 0.000% | |
4/26/2022 | Stratos Wealth Partners LTD. | 55,910 | $1.04M | 0.0% | N/A | 0.000% | |
3/18/2022 | Twelve Points Wealth Management LLC | 10,233 | $0.23M | 0.2% | N/A | 0.000% | |
2/15/2022 | Karpus Management Inc. | 137,336 | $3.06M | 0.1% | -10.7% | 0.000% | |
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2/3/2022 | Advisor Group Holdings Inc. | 5,358 | $0.12M | 0.0% | -13.5% | 0.000% | |
2/3/2022 | Fortress Wealth Management Inc. | 47,974 | $1.07M | 0.8% | N/A | 0.000% | |
2/1/2022 | XML Financial LLC | 9,000 | $0.20M | 0.0% | N/A | 0.000% | |
1/19/2022 | Cypress Wealth Services LLC | 32,500 | $0.73M | 0.2% | +8.3% | 0.000% | |
12/8/2021 | Moors & Cabot Inc. | 50,000 | $51K | 0.0% | N/A | 0.000% | |
11/15/2021 | Royal Bank of Canada | 165,808 | $3.83M | 0.0% | -5.9% | 0.000% | |
11/9/2021 | Robinson Capital Management LLC | 162,702 | $3.76M | 3.4% | -0.8% | 0.000% | |
11/5/2021 | Moors & Cabot Inc. | 50,000 | $51K | 0.0% | N/A | 0.000% | |
8/17/2021 | Wells Fargo & Company MN | 123,683 | $2.86M | 0.0% | +4.6% | 0.000% | |
8/16/2021 | Royal Bank of Canada | 176,158 | $4.08M | 0.0% | +0.6% | 0.000% | |
8/13/2021 | Family Management Corp | 51,974 | $1.20M | 0.3% | -5.5% | 0.000% | |
8/12/2021 | Ackerman Capital Advisors LLC | 13,402 | $0.31M | 0.1% | -19.4% | 0.000% | |
8/2/2021 | Advisor Group Holdings Inc. | 6,182 | $0.14M | 0.0% | +60.8% | 0.000% | |
7/31/2021 | Advisors Asset Management Inc. | 15,227 | $0.35M | 0.0% | N/A | 0.000% | |
5/18/2021 | Morgan Stanley | 133,025 | $2.92M | 0.0% | +9.0% | 0.000% | |
5/18/2021 | Karpus Management Inc. | 156,163 | $3.43M | 0.1% | -1.9% | 0.000% | |
5/17/2021 | Royal Bank of Canada | 175,151 | $3.85M | 0.0% | -1.7% | 0.000% | |
5/14/2021 | Thomas J. Herzfeld Advisors Inc. | 38,571 | $0.85M | 0.4% | +8.1% | 0.000% | |
5/14/2021 | Family Management Corp | 54,974 | $1.21M | 0.4% | -18.6% | 0.000% | |
5/12/2021 | UBS Group AG | 112,194 | $2.47M | 0.0% | +8.8% | 0.000% | |
4/29/2021 | Ackerman Capital Advisors LLC | 16,629 | $0.37M | 0.1% | N/A | 0.000% | |
4/28/2021 | US Bancorp DE | 1,181 | $26K | 0.0% | N/A | 0.000% | |
4/28/2021 | Cypress Wealth Services LLC | 30,000 | $0.66M | 0.1% | +16.5% | 0.000% | |
4/12/2021 | FNY Investment Advisers LLC | 4,569 | $100K | 0.0% | +131.2% | 0.000% | |
2/16/2021 | Benjamin F. Edwards & Company Inc. | 1,535 | $33K | 0.0% | +142.1% | 0.000% | |
2/11/2021 | RMB Capital Management LLC | 13,064 | $0.28M | 0.0% | N/A | 0.000% | |
2/9/2021 | Wells Fargo & Company MN | 150,610 | $3.23M | 0.0% | -0.6% | 0.000% | |
1/29/2021 | TFO TDC LLC | 5,000 | $0.11M | 0.0% | N/A | 0.000% | |
1/22/2021 | Cypress Wealth Services LLC | 25,750 | $0.55M | 0.1% | -224.1% | 0.000% | |
1/19/2021 | FNY Investment Advisers LLC | 1,976 | $42K | 0.0% | N/A | 0.000% | |
11/13/2020 | Morgan Stanley | 125,648 | $2.56M | 0.0% | +22.8% | 0.000% | |
11/12/2020 | Thomas J. Herzfeld Advisors Inc. | 34,703 | $0.70M | 0.5% | -5.9% | 0.000% | |
11/12/2020 | Karpus Management Inc. | 53,312 | $1.09M | 0.0% | N/A | 0.000% | |
11/5/2020 | Wells Fargo & Company MN | 151,586 | $3.09M | 0.0% | +3.9% | 0.000% | |
10/20/2020 | Robinson Capital Management LLC | 165,883 | $3.39M | 1.9% | -1.4% | 0.000% | |
8/17/2020 | Private Advisor Group LLC | 7,250 | $0.15M | 0.0% | N/A | 0.000% | |
8/14/2020 | Bank of America Corp DE | 78,291 | $1.66M | 0.0% | +25.3% | 0.000% | |
8/14/2020 | Advisor Group Holdings Inc. | 5,556 | $0.12M | 0.0% | -45.2% | 0.000% | |
8/12/2020 | Thomas J. Herzfeld Advisors Inc. | 36,895 | $0.79M | 0.4% | -2.0% | 0.000% | |
7/31/2020 | UBS Group AG | 179,235 | $3.80M | 0.0% | -0.3% | 0.000% | |
7/22/2020 | Robinson Capital Management LLC | 168,183 | $3.60M | 1.3% | +779.2% | 0.000% | |
6/16/2020 | Royal Bank of Canada | 196,109 | $3.95M | 0.0% | +5.8% | 0.000% | |
5/18/2020 | Advisor Group Holdings Inc. | 10,136 | $0.20M | 0.0% | N/A | 0.000% | |
5/15/2020 | Morgan Stanley | 91,007 | $1.83M | 0.0% | +5.0% | 0.000% | |
5/14/2020 | Wells Fargo & Company MN | 117,853 | $2.37M | 0.0% | +68.1% | 0.000% | |
5/13/2020 | Thomas J. Herzfeld Advisors Inc. | 37,657 | $0.76M | 0.4% | +78.1% | 0.000% | |
5/6/2020 | Family Management Corp | 73,685 | $1.48M | 0.7% | -11.1% | 0.000% | |
5/1/2020 | Gratus Capital LLC | 12,500 | $0.25M | 0.0% | N/A | 0.000% | |
5/1/2020 | UBS Group AG | 179,847 | $3.62M | 0.0% | +18.7% | 0.000% | |
4/14/2020 | Robinson Capital Management LLC | 19,130 | $0.39M | 0.2% | N/A | 0.000% | |
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4/10/2020 | Cypress Wealth Services LLC | 21,000 | $0.42M | 0.1% | +2.4% | 0.000% | |
4/9/2020 | FNY Investment Advisers LLC | 7,300 | $0.15M | 0.1% | N/A | 0.000% | |
2/17/2020 | Ladenburg Thalmann Financial Services Inc. | 2,791 | $63K | 0.0% | +238.3% | 0.000% | |
2/14/2020 | Bank of America Corp DE | 34,371 | $0.78M | 0.0% | +10.5% | 0.000% | |
2/14/2020 | UBS Group AG | 151,577 | $3.44M | 0.0% | +11.3% | 0.000% | |
2/12/2020 | Advisor Group Inc. | 5,550 | $0.13M | 0.0% | +15.6% | 0.000% | |
2/12/2020 | Citigroup Inc. | 3,338 | $76K | 0.0% | +18.0% | 0.000% | |
2/12/2020 | Delta Investment Management LLC | 10,750 | $0.24M | 0.1% | N/A | 0.000% | |
11/27/2019 | Family Management Corp | 84,751 | $1.88M | 0.7% | +0.8% | 0.000% | |
10/15/2019 | Atwater Malick LLC | 1,350 | $30K | 0.0% | N/A | 0.000% | |