4/25/2025 | WealthBridge Capital Management LLC | 128,539 | $1.99M | 0.6% | +10.8% | 1.126% | |
4/21/2025 | Riverbridge Partners LLC | 11,469 | $177K | 0.0% | N/A | 0.100% | |
4/17/2025 | Janney Montgomery Scott LLC | 31,242 | $483K | 0.0% | +11.3% | 0.274% | |
4/15/2025 | Noble Wealth Management PBC | 1,700 | $26K | 0.0% | N/A | 0.015% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 42,174 | $652K | 0.0% | -39.7% | 0.369% | |
2/17/2025 | Bank of America Corp DE | 72,486 | $1.12M | 0.0% | -4.7% | 0.635% | |
2/17/2025 | Ameriprise Financial Inc. | 31,178 | $481K | 0.0% | -44.2% | 0.273% | |
2/13/2025 | Guggenheim Capital LLC | 235,663 | $3.64M | 0.0% | +27.6% | 2.064% | |
2/13/2025 | Raymond James Financial Inc. | 42,369 | $654K | 0.0% | N/A | 0.371% | |
2/13/2025 | Invesco Ltd. | 147,188 | $2.27M | 0.0% | +15.0% | 1.289% | |
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2/13/2025 | Sit Investment Associates Inc. | 340,133 | $5.25M | 0.1% | +27.2% | 2.978% | |
2/13/2025 | Wells Fargo & Company MN | 177,982 | $2.75M | 0.0% | -2.7% | 1.559% | |
2/12/2025 | StoneX Group Inc. | 54,390 | $839K | 0.1% | N/A | 0.476% | |
2/11/2025 | LPL Financial LLC | 39,835 | $615K | 0.0% | -10.2% | 0.349% | |
2/11/2025 | ProVise Management Group LLC | 130,724 | $2.02M | 0.2% | +17.2% | 1.145% | |
2/10/2025 | Commonwealth Equity Services LLC | 16,165 | $249K | 0.0% | -8.1% | 0.142% | |
2/7/2025 | Oak Harbor Wealth Partners LLC | 41,821 | $645K | 0.2% | -1.8% | 0.366% | |
2/6/2025 | Raymond James Financial Inc. | 42,369 | $654K | 0.0% | N/A | 0.371% | |
2/6/2025 | Jones Financial Companies Lllp | 141,398 | $2.18M | 0.0% | +39.3% | 1.238% | |
2/5/2025 | Whipplewood Advisors LLC | 57,323 | $884K | 0.5% | N/A | 0.502% | |
2/3/2025 | Wolverine Asset Management LLC | 22,723 | $351K | 0.0% | N/A | 0.199% | |
2/3/2025 | WealthBridge Capital Management LLC | 116,042 | $1.79M | 0.5% | +23.8% | 1.016% | |
1/29/2025 | Allspring Global Investments Holdings LLC | 86,063 | $1.33M | 0.0% | -27.7% | 0.754% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 69,949 | $1.08M | 0.0% | -35.0% | 0.613% | |
11/6/2024 | Oak Harbor Wealth Partners LLC | 42,576 | $724K | 0.2% | +2.6% | 0.373% | |
11/1/2024 | Fiera Capital Corp | 66,447 | $1.13M | 0.0% | -4.4% | 0.582% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 107,593 | $1.83M | 0.1% | -2.9% | 0.942% | |
10/22/2024 | International Assets Investment Management LLC | 100,359 | $1.71M | 0.0% | +1,545.2% | 0.879% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 119,012 | $2.02M | 0.0% | -60.1% | 1.042% | |
10/7/2024 | WealthBridge Capital Management LLC | 93,758 | $1.60M | 0.5% | +41.3% | 0.821% | |
8/12/2024 | ProVise Management Group LLC | 98,845 | $1.59M | 0.1% | +5.6% | 0.866% | |
7/30/2024 | International Assets Investment Management LLC | 6,100 | $98K | 0.0% | N/A | 0.053% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 298,429 | $4.79M | 0.0% | -9.3% | 2.613% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 110,842 | $1.78M | 0.1% | +14.8% | 0.971% | |
7/18/2024 | Oak Harbor Wealth Partners LLC | 41,511 | $666K | 0.2% | +3.4% | 0.363% | |
7/15/2024 | Melfa Wealth Management Inc. | 26,964 | $433K | 0.3% | +16.2% | 0.236% | |
7/12/2024 | Gilman Hill Asset Management LLC | 10,500 | $168K | 0.0% | N/A | 0.092% | |
5/9/2024 | ProVise Management Group LLC | 93,590 | $1.47M | 0.1% | -2.5% | 0.820% | |
5/1/2024 | Janney Montgomery Scott LLC | 23,510 | $368K | 0.0% | N/A | 0.206% | |
4/30/2024 | WealthBridge Capital Management LLC | 36,560 | $572K | 0.2% | +125.6% | 0.320% | |
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4/23/2024 | Oak Harbor Wealth Partners LLC | 40,132 | $628K | 0.2% | +3.3% | 0.351% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 328,876 | $5.15M | 0.0% | -3.6% | 2.880% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 96,512 | $1.51M | 0.1% | +12.6% | 0.845% | |
2/20/2024 | Quarry LP | 7,488 | $114K | 0.0% | N/A | 0.066% | |
2/13/2024 | 1607 Capital Partners LLC | 596,579 | $9.07M | 0.6% | -5.4% | 5.224% | |
2/9/2024 | ProVise Management Group LLC | 95,952 | $1.46M | 0.1% | +1.1% | 0.840% | |
2/9/2024 | Oak Harbor Wealth Partners LLC | 38,858 | $591K | 0.2% | +3.6% | 0.340% | |
2/7/2024 | Shaker Financial Services LLC | 26,695 | $406K | 0.2% | N/A | 0.234% | |
2/1/2024 | Wolverine Asset Management LLC | 7,523 | $114K | 0.0% | -87.1% | 0.066% | |
1/29/2024 | Citizens National Bank Trust Department | 6,600 | $100K | 0.0% | -27.7% | 0.058% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 341,232 | $5.19M | 0.0% | +5.0% | 2.988% | |
1/25/2024 | International Assets Investment Management LLC | 85,176 | $1.30M | 0.0% | N/A | 0.746% | |
1/24/2024 | International Assets Investment Management LLC | 85,176 | $1.30M | 0.0% | N/A | 0.746% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 59,711 | $908K | 0.0% | +33.9% | 0.523% | |
1/16/2024 | Raymond James & Associates | 29,050 | $442K | 0.0% | -10.0% | 0.254% | |
12/6/2023 | Citigroup Inc. | 43,103 | $624K | 0.0% | +19.7% | 0.377% | |
11/13/2023 | Wolverine Asset Management LLC | 58,326 | $844K | 0.0% | +133.6% | 0.511% | |
11/9/2023 | Citigroup Inc. | 43,103 | $624K | 0.0% | +19.7% | 0.377% | |
11/8/2023 | ProVise Management Group LLC | 94,877 | $1.37M | 0.1% | -4.8% | 0.831% | |
10/30/2023 | Melfa Wealth Management LLC | 23,214 | $336K | 0.3% | +18.7% | 0.203% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 76,517 | $1.11M | 0.1% | -1.6% | 0.670% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 325,099 | $4.70M | 0.0% | +41.2% | 2.847% | |
10/25/2023 | Citizens National Bank Trust Department | 9,125 | $132K | 0.0% | -47.1% | 0.080% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 44,606 | $645K | 0.0% | -7.9% | 0.391% | |
10/24/2023 | Raymond James & Associates | 32,280 | $467K | 0.0% | -14.3% | 0.283% | |
10/23/2023 | Commonwealth Equity Services LLC | 14,268 | $206K | 0.0% | N/A | 0.125% | |
10/20/2023 | Uncommon Cents Investing LLC | 19,510 | $282K | 0.1% | -9.3% | 0.171% | |
10/19/2023 | Oak Harbor Wealth Partners LLC | 37,505 | $543K | 0.2% | +28.3% | 0.328% | |
8/24/2023 | ProVise Management Group LLC | 99,687 | $1.48M | 0.1% | +6.3% | 0.873% | |
8/11/2023 | Guggenheim Capital LLC | 59,960 | $892K | 0.0% | +15.8% | 0.525% | |
8/10/2023 | Sit Investment Associates Inc. | 1,120,352 | $16.67M | 0.4% | +3.7% | 9.810% | |
8/7/2023 | Wolverine Asset Management LLC | 24,968 | $372K | 0.0% | N/A | 0.219% | |
8/7/2023 | Shaker Financial Services LLC | 11,810 | $176K | 0.1% | N/A | 0.103% | |
7/31/2023 | LPL Financial LLC | 59,334 | $883K | 0.0% | +8.6% | 0.520% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 48,457 | $721K | 0.0% | -6.9% | 0.424% | |
7/25/2023 | Raymond James & Associates | 37,654 | $560K | 0.0% | -6.1% | 0.330% | |
7/24/2023 | Allspring Global Investments Holdings LLC | 230,249 | $3.43M | 0.0% | +116.3% | 2.016% | |
7/18/2023 | Allspring Global Investments Holdings LLC | 230,249 | $3.43M | 0.0% | +116.3% | 2.016% | |
7/13/2023 | IVC Wealth Advisors LLC | 10,527 | $157K | 0.1% | N/A | 0.092% | |
5/9/2023 | Tortoise Investment Management LLC | 2,301 | $35K | 0.0% | -38.9% | 0.020% | |
5/8/2023 | ProVise Management Group LLC | 93,820 | $1.45M | 0.1% | +207.1% | 0.822% | |
5/3/2023 | Citizens National Bank Trust Department | 17,410 | $268K | 0.1% | -26.9% | 0.152% | |
4/26/2023 | Fiera Capital Corp | 69,691 | $1.07M | 0.0% | -1.9% | 0.610% | |
4/24/2023 | Oak Harbor Wealth Partners LLC | 29,055 | $448K | 0.2% | +126.1% | 0.254% | |
4/20/2023 | Hennion & Walsh Asset Management Inc. | 65,316 | $1.01M | 0.1% | +103.5% | 0.572% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 52,043 | $802K | 0.0% | +4.7% | 0.456% | |
4/14/2023 | Raymond James & Associates | 40,083 | $618K | 0.0% | -17.6% | 0.351% | |
4/13/2023 | Allspring Global Investments Holdings LLC | 106,456 | $1.64M | 0.0% | -35.1% | 0.932% | |
2/10/2023 | ProVise Management Group LLC | 30,550 | $479K | 0.0% | +74.1% | 0.268% | |
2/10/2023 | Sit Investment Associates Inc. | 1,095,392 | $17.18M | 0.5% | +5.6% | 9.592% | |
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2/9/2023 | Citizens National Bank Trust Department | 23,810 | $373K | 0.1% | -7.1% | 0.209% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 49,728 | $780K | 0.0% | +22.3% | 0.435% | |
2/8/2023 | Raymond James & Associates | 48,633 | $763K | 0.0% | -3.6% | 0.426% | |
2/8/2023 | Fiera Capital Corp | 71,055 | $1.11M | 0.0% | +5.7% | 0.622% | |
2/7/2023 | Nations Financial Group Inc. IA ADV | 57,522 | $902K | 0.1% | N/A | 0.504% | |
2/7/2023 | LPL Financial LLC | 53,394 | $837K | 0.0% | +5.3% | 0.468% | |
2/3/2023 | Tortoise Investment Management LLC | 3,766 | $59K | 0.0% | -86.7% | 0.033% | |
1/31/2023 | Melfa Wealth Management LLC | 19,596 | $307K | 0.3% | N/A | 0.172% | |
1/23/2023 | Allspring Global Investments Holdings LLC | 163,932 | $2.57M | 0.0% | +11.1% | 1.436% | |
1/18/2023 | Oak Harbor Wealth Partners LLC | 12,852 | $202K | 0.1% | -27.0% | 0.113% | |