10/26/2023 | Advisor Partners II LLC | 40,859 | $329K | 0.0% | N/A | 0.297% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 30,994 | $249K | 0.0% | +4.7% | 0.225% | |
10/19/2023 | Oak Harbor Wealth Partners LLC | 22,849 | $184K | 0.1% | -28.0% | 0.166% | |
8/15/2023 | Bulldog Investors LLP | 97,076 | $835K | 0.3% | +35.0% | 0.704% | |
8/11/2023 | Cornerstone Advisors LLC | 66,516 | $572K | 0.0% | N/A | 0.483% | |
8/11/2023 | Guggenheim Capital LLC | 247,145 | $2.13M | 0.0% | +16.0% | 1.794% | |
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8/8/2023 | 9258 Wealth Management LLC | 58,068 | $499K | 0.1% | -5.9% | 0.421% | |
8/8/2023 | Blue Bell Private Wealth Management LLC | 12,220 | $105K | 0.0% | +820.2% | 0.089% | |
8/7/2023 | Shaker Financial Services LLC | 22,059 | $190K | 0.1% | -40.0% | 0.160% | |
8/4/2023 | Aviance Capital Partners LLC | 167,522 | $1.44M | 0.3% | -4.8% | 1.216% | |
8/3/2023 | WNY Asset Management LLC | 176,264 | $1.52M | 0.3% | -0.7% | 1.279% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 68,027 | $585K | 0.0% | -6.8% | 0.494% | |
7/25/2023 | Raymond James & Associates | 43,801 | $377K | 0.0% | -4.1% | 0.318% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 29,595 | $255K | 0.0% | +8.0% | 0.215% | |
6/28/2023 | Relative Value Partners Group LLC | 32,006 | $260K | 0.0% | -7.1% | 0.232% | |
5/15/2023 | Relative Value Partners Group LLC | 32,006 | $260K | 0.0% | -7.1% | 0.232% | |
5/11/2023 | Envestnet Asset Management Inc. | 75,753 | $614K | 0.0% | +22.4% | 0.550% | |
5/11/2023 | Aviance Capital Partners LLC | 175,944 | $1.43M | 0.3% | +6.4% | 1.277% | |
5/11/2023 | Guggenheim Capital LLC | 213,025 | $1.73M | 0.0% | +19.6% | 1.546% | |
5/10/2023 | Landscape Capital Management L.L.C. | 10,657 | $86K | 0.0% | -12.4% | 0.077% | |
5/8/2023 | Shaker Financial Services LLC | 36,782 | $298K | 0.1% | +61.6% | 0.267% | |
5/8/2023 | Wolverine Asset Management LLC | 43,176 | $350K | 0.0% | -15.9% | 0.313% | |
5/2/2023 | WNY Asset Management LLC | 177,418 | $1.44M | 0.3% | +20.4% | 1.288% | |
4/25/2023 | Foundations Investment Advisors LLC | 227,433 | $1.84M | 0.1% | +9.3% | 1.650% | |
4/24/2023 | Oak Harbor Wealth Partners LLC | 31,735 | $257K | 0.1% | -7.1% | 0.230% | |
4/14/2023 | Raymond James & Associates | 45,659 | $370K | 0.0% | -17.8% | 0.331% | |
4/12/2023 | Old Port Advisors | 42,772 | $350K | 0.1% | -11.5% | 0.310% | |
2/9/2023 | Landscape Capital Management L.L.C. | 12,166 | $97K | 0.0% | N/A | 0.087% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 72,824 | $581K | 0.0% | -79.6% | 0.523% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 13,589 | $108K | 0.0% | -37.8% | 0.098% | |
2/7/2023 | FourThought Financial Partners LLC | 90,008 | $718K | 0.1% | N/A | 0.647% | |
2/7/2023 | Envestnet Asset Management Inc. | 61,866 | $494K | 0.0% | N/A | 0.444% | |
2/7/2023 | Aviance Capital Partners LLC | 165,324 | $1.32M | 0.3% | -20.1% | 1.188% | |
2/3/2023 | Shaker Financial Services LLC | 22,768 | $182K | 0.1% | -5.9% | 0.164% | |
2/3/2023 | 9258 Wealth Management LLC | 61,838 | $493K | 0.1% | -23.6% | 0.444% | |
2/1/2023 | Wolverine Asset Management LLC | 51,335 | $410K | 0.0% | +1,935.5% | 0.369% | |
1/25/2023 | WNY Asset Management LLC | 147,346 | $1.18M | 0.3% | +151.6% | 1.059% | |
1/18/2023 | Oak Harbor Wealth Partners LLC | 34,146 | $272K | 0.1% | +8.2% | 0.245% | |
1/18/2023 | Vanguard Capital Wealth Advisors | 14,552 | $116K | 0.1% | N/A | 0.105% | |
1/11/2023 | Old Port Advisors | 48,329 | $386K | 0.1% | -14.0% | 0.347% | |
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1/11/2023 | Foundations Investment Advisors LLC | 208,167 | $1.66M | 0.1% | +43.3% | 1.495% | |
11/21/2022 | FourThought Financial LLC | 97,736 | $783K | 0.1% | +10.0% | 0.702% | |
11/16/2022 | Saba Capital Management L.P. | 659,560 | $5.28M | 0.1% | -1.6% | 4.738% | |
11/15/2022 | Bulldog Investors LLP | 78,351 | $628K | 0.2% | -60.4% | 0.563% | |
11/14/2022 | Guggenheim Capital LLC | 107,290 | $860K | 0.0% | -18.5% | 0.771% | |
11/14/2022 | MML Investors Services LLC | 22,338 | $179K | 0.0% | -42.3% | 0.160% | |
11/14/2022 | Hennion & Walsh Asset Management Inc. | 41,913 | $336K | 0.0% | -23.5% | 0.301% | |
11/10/2022 | Relative Value Partners Group LLC | 32,006 | $256K | 0.0% | -10.7% | 0.230% | |
11/9/2022 | Aviance Capital Partners LLC | 206,893 | $1.66M | 0.4% | +2.1% | 1.486% | |
11/9/2022 | Shaker Financial Services LLC | 24,200 | $194K | 0.1% | -22.5% | 0.174% | |
11/8/2022 | Advisors Asset Management Inc. | 286,871 | $2.30M | 0.0% | +15.0% | 2.061% | |
10/28/2022 | Benjamin F. Edwards & Company Inc. | 21,855 | $175K | 0.0% | -21.4% | 0.157% | |
10/25/2022 | WNY Asset Management LLC | 58,565 | $468K | 0.2% | N/A | 0.421% | |
10/25/2022 | Raymond James & Associates | 59,694 | $478K | 0.0% | -5.5% | 0.429% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 357,588 | $2.86M | 0.0% | +1.3% | 2.569% | |
10/19/2022 | Foundations Investment Advisors LLC | 145,301 | $1.16M | 0.1% | +33.4% | 1.044% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 26,290 | $211K | 0.0% | +7.1% | 0.189% | |
10/14/2022 | Private Advisor Group LLC | 21,146 | $169K | 0.0% | N/A | 0.152% | |
10/13/2022 | Old Port Advisors | 56,197 | $484K | 0.2% | -5.8% | 0.404% | |
8/23/2022 | Captrust Financial Advisors | 12,348 | $105K | 0.0% | N/A | 0.089% | |
8/15/2022 | Bulldog Investors LLP | 197,849 | $1.69M | 0.5% | +612.2% | 1.421% | |
8/11/2022 | Icon Advisers Inc. Co. | 29,621 | $252K | 0.1% | N/A | 0.213% | |
8/8/2022 | Advisors Asset Management Inc. | 249,514 | $2.13M | 0.0% | -40.7% | 1.792% | |
8/8/2022 | Aviance Capital Partners LLC | 202,685 | $1.73M | 0.4% | +19.9% | 1.456% | |
8/8/2022 | Baird Financial Group Inc. | 105,712 | $901K | 0.0% | +20.1% | 0.759% | |
8/5/2022 | Landscape Capital Management L.L.C. | 24,810 | $211K | 0.0% | -10.4% | 0.178% | |
8/4/2022 | Altfest L J & Co. Inc. | 14,129 | $120K | 0.0% | -20.2% | 0.102% | |
8/3/2022 | Wolverine Asset Management LLC | 110,452 | $941K | 0.0% | -40.0% | 0.793% | |
8/1/2022 | Shaker Financial Services LLC | 31,210 | $266K | 0.1% | -43.3% | 0.224% | |
7/29/2022 | Total Clarity Wealth Management Inc. | 15,972 | $136K | 0.1% | -57.7% | 0.115% | |
7/25/2022 | Oak Harbor Wealth Partners LLC | 31,943 | $272K | 0.1% | +9.5% | 0.229% | |
7/19/2022 | Commonwealth Equity Services LLC | 14,089 | $120K | 0.0% | -33.1% | 0.101% | |
7/19/2022 | Hennion & Walsh Asset Management Inc. | 54,761 | $467K | 0.0% | -38.5% | 0.393% | |
7/8/2022 | Old Port Advisors | 59,688 | $520K | 0.2% | -9.0% | 0.429% | |
7/8/2022 | Foundations Investment Advisors LLC | 108,921 | $944K | 0.0% | +217.9% | 0.782% | |
5/12/2022 | Claraphi Advisory Network LLC | 17,500 | $185K | 0.1% | +27.7% | 0.126% | |
5/11/2022 | Landscape Capital Management L.L.C. | 27,698 | $293K | 0.0% | +79.4% | 0.199% | |
5/11/2022 | Raymond James Financial Services Advisors Inc. | 357,823 | $3.79M | 0.0% | +4.0% | 2.571% | |
5/11/2022 | Oak Harbor Wealth Partners LLC | 29,181 | $309K | 0.1% | +6.7% | 0.210% | |
5/10/2022 | Trek Financial LLC | 11,008 | $117K | 0.0% | N/A | 0.079% | |
5/10/2022 | Hightower 6M Holding LLC | 19,230 | $204K | 0.0% | N/A | 0.138% | |
5/6/2022 | Shaker Financial Services LLC | 55,040 | $583K | 0.2% | +62.9% | 0.395% | |
5/6/2022 | Aviance Capital Partners LLC | 169,024 | $1.79M | 0.3% | +32.2% | 1.214% | |
5/4/2022 | Advisor Group Holdings Inc. | 104,261 | $1.10M | 0.0% | +11.4% | 0.749% | |
5/4/2022 | Wolverine Asset Management LLC | 184,018 | $1.95M | 0.0% | +158.1% | 1.322% | |
5/4/2022 | Commonwealth Equity Services LLC | 21,068 | $223K | 0.0% | -48.9% | 0.151% | |
4/29/2022 | FourThought Financial LLC | 63,752 | $682K | 0.1% | +15.0% | 0.458% | |
4/29/2022 | Total Clarity Wealth Management Inc. | 37,780 | $400K | 0.2% | -5.8% | 0.271% | |
4/26/2022 | Hennion & Walsh Asset Management Inc. | 89,093 | $943K | 0.1% | -1.1% | 0.640% | |
4/19/2022 | Foundations Investment Advisors LLC | 34,265 | $349K | 0.0% | +49.4% | 0.246% | |
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4/12/2022 | Old Port Advisors | 65,594 | $701K | 0.2% | -13.4% | 0.471% | |
2/24/2022 | Logan Stone Capital LLC | 14,052 | $174K | 0.2% | N/A | 0.104% | |
2/17/2022 | Oak Harbor Wealth Partners LLC | 27,337 | $338K | 0.1% | N/A | 0.203% | |
2/15/2022 | Advisors Asset Management Inc. | 535,907 | $6.62M | 0.1% | -23.0% | 3.970% | |
2/9/2022 | Wolverine Asset Management LLC | 71,297 | $881K | 0.0% | -31.8% | 0.528% | |
2/9/2022 | Baird Financial Group Inc. | 86,176 | $1.07M | 0.0% | -1.1% | 0.638% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 344,091 | $4.25M | 0.0% | +34.9% | 2.549% | |
2/8/2022 | Raymond James & Associates | 62,862 | $777K | 0.0% | -24.5% | 0.466% | |
2/7/2022 | Claraphi Advisory Network LLC | 13,700 | $169K | 0.1% | N/A | 0.101% | |
2/7/2022 | Doliver Advisors LP | 12,834 | $141K | 0.0% | +9.5% | 0.095% | |