7/23/2025 | Clear Creek Financial Management LLC | 27,498 | $344K | 0.0% | +12.2% | 0.000% | |
7/15/2025 | Absolute Investment Advisers LLC | 18,360 | $230K | 0.0% | N/A | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 239,094 | $2.86M | 0.1% | +0.5% | 0.000% | |
5/13/2025 | Sit Investment Associates Inc. | 369,314 | $4.41M | 0.1% | +0.5% | 0.000% | |
5/12/2025 | Invesco Ltd. | 63,324 | $756K | 0.0% | +54.6% | 0.000% | |
5/9/2025 | Shaker Financial Services LLC | 72,607 | $867K | 0.3% | +20.3% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 58,108 | $694K | 0.0% | +15.6% | 0.000% | |
5/2/2025 | Kingsview Wealth Management LLC | 10,130 | $121K | 0.0% | N/A | 0.000% | |
4/28/2025 | Clear Creek Financial Management LLC | 24,508 | $293K | 0.0% | +7.7% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 50,260 | $593K | 0.0% | +6.7% | 0.000% | |
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2/17/2025 | Ameriprise Financial Inc. | 144,115 | $1.70M | 0.0% | +6.3% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 60,364 | $718K | 0.3% | -43.6% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 46,018 | $543K | 0.0% | +7.9% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 54,069 | $638K | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 40,971 | $483K | 0.0% | +137.6% | 0.000% | |
2/13/2025 | Sit Investment Associates Inc. | 367,622 | $4.34M | 0.1% | +30.9% | 0.000% | |
2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 109,456 | $1.29M | 0.4% | +7.7% | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 237,804 | $2.81M | 0.1% | +52.4% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 54,069 | $638K | 0.0% | N/A | 0.000% | |
1/27/2025 | Choreo LLC | 25,106 | $300K | 0.0% | +27.6% | 0.000% | |
1/24/2025 | Clear Creek Financial Management LLC | 22,758 | $269K | 0.0% | +8.5% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 156,062 | $1.92M | 0.0% | +206.3% | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 106,990 | $1.32M | 0.5% | +55.1% | 0.000% | |
10/29/2024 | Clear Creek Financial Management LLC | 20,970 | $258K | 0.0% | +8.8% | 0.000% | |
10/3/2024 | Sterneck Capital Management LLC | 19,940 | $245K | 0.1% | -48.6% | 0.000% | |
8/8/2024 | Envestnet Asset Management Inc. | 162,106 | $1.89M | 0.0% | +13.9% | 0.000% | |
8/7/2024 | Choreo LLC | 34,288 | $399K | 0.0% | +5.1% | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 68,962 | $805K | 0.3% | -33.9% | 0.000% | |
7/27/2024 | Sterneck Capital Management LLC | 38,780 | $453K | 0.3% | -6.4% | 0.000% | |
7/25/2024 | Clear Creek Financial Management LLC | 19,270 | $225K | 0.0% | +14.8% | 0.000% | |
5/14/2024 | Karpus Management Inc. | 1,213,240 | $14.41M | 0.4% | -0.7% | 0.000% | |
5/2/2024 | Choreo LLC | 32,625 | $387K | 0.0% | N/A | 0.000% | |
4/26/2024 | Clear Creek Financial Management LLC | 16,790 | $199K | 0.0% | -5.0% | 0.000% | |
8/16/2023 | Thomas J. Herzfeld Advisors Inc. | 12,863 | $130K | 0.1% | N/A | 0.000% | |
8/11/2023 | Karpus Management Inc. | 754,121 | $7.62M | 0.2% | +208.4% | 0.000% | |
8/11/2023 | Landscape Capital Management L.L.C. | 15,095 | $152K | 0.0% | N/A | 0.000% | |
8/10/2023 | Sit Investment Associates Inc. | 346,874 | $3.50M | 0.1% | +11.5% | 0.000% | |
8/7/2023 | Wolverine Asset Management LLC | 124,872 | $1.26M | 0.0% | +6.6% | 0.000% | |
8/7/2023 | Shaker Financial Services LLC | 237,066 | $2.39M | 1.0% | -0.7% | 0.000% | |
7/31/2023 | Dakota Wealth Management | 11,025 | $111K | 0.0% | N/A | 0.000% | |
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5/11/2023 | Karpus Management Inc. | 244,520 | $2.48M | 0.1% | +55.5% | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 57,614 | $583K | 0.0% | -37.3% | 0.000% | |
5/8/2023 | Shaker Financial Services LLC | 238,785 | $2.42M | 1.1% | +32.9% | 0.000% | |
5/8/2023 | Wolverine Asset Management LLC | 117,184 | $1.19M | 0.0% | +58.7% | 0.000% | |
4/21/2023 | Kovack Advisors Inc. | 10,821 | $110K | 0.0% | N/A | 0.000% | |
4/20/2023 | Clear Creek Financial Management LLC | 17,860 | $181K | 0.0% | -12.7% | 0.000% | |
4/19/2023 | Sterneck Capital Management LLC | 54,453 | $551K | 0.3% | +2.9% | 0.000% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 52,042 | $527K | 0.0% | +2.3% | 0.000% | |
2/10/2023 | Sit Investment Associates Inc. | 285,264 | $2.88M | 0.1% | -18.6% | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 50,875 | $513K | 0.0% | -18.4% | 0.000% | |
2/3/2023 | Shaker Financial Services LLC | 179,693 | $1.81M | 0.8% | +35.8% | 0.000% | |
2/1/2023 | Wolverine Asset Management LLC | 73,844 | $744K | 0.0% | +91.0% | 0.000% | |
1/24/2023 | Clear Creek Financial Management LLC | 20,460 | $206K | 0.0% | N/A | 0.000% | |
1/20/2023 | AEGON USA Investment Management LLC | 19,260 | $194K | 0.1% | N/A | 0.000% | |
1/19/2023 | Sterneck Capital Management LLC | 52,942 | $534K | 0.4% | -6.2% | 0.000% | |
11/16/2022 | SeaCrest Wealth Management LLC | 19,515 | $201K | 0.0% | +10.5% | 0.000% | |
11/15/2022 | Cohen & Steers Inc. | 97,563 | $1.01M | 0.0% | +12.1% | 0.000% | |
11/14/2022 | Guggenheim Capital LLC | 128,611 | $1.33M | 0.0% | -4.4% | 0.000% | |
11/10/2022 | Wolverine Asset Management LLC | 38,659 | $398K | 0.0% | -42.3% | 0.000% | |
11/9/2022 | Shaker Financial Services LLC | 132,321 | $1.36M | 0.7% | +3.1% | 0.000% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 62,370 | $643K | 0.0% | -9.1% | 0.000% | |
10/13/2022 | Sterneck Capital Management LLC | 56,459 | $582K | 0.4% | -14.2% | 0.000% | |
8/13/2022 | NewEdge Advisors LLC | 51,400 | $557K | 0.0% | +4.0% | 0.000% | |
8/11/2022 | Sit Investment Associates Inc. | 356,176 | $3.86M | 0.1% | +8.2% | 0.000% | |
8/10/2022 | Sterneck Capital Management LLC | 65,781 | $713K | 0.5% | +6.2% | 0.000% | |
8/8/2022 | Advisors Asset Management Inc. | 49,601 | $538K | 0.0% | -2.2% | 0.000% | |
8/3/2022 | Wolverine Asset Management LLC | 66,981 | $726K | 0.0% | +116.6% | 0.000% | |
8/1/2022 | Shaker Financial Services LLC | 128,296 | $1.39M | 0.7% | +38.9% | 0.000% | |
7/22/2022 | Geneos Wealth Management Inc. | 4,705 | $51K | 0.0% | -36.8% | 0.000% | |
5/12/2022 | Sit Investment Associates Inc. | 329,152 | $4.24M | 0.1% | -17.2% | 0.000% | |
5/11/2022 | Landscape Capital Management L.L.C. | 11,365 | $146K | 0.0% | N/A | 0.000% | |
5/9/2022 | Northwestern Mutual Wealth Management Co. | 6,036 | $78K | 0.0% | -19.1% | 0.000% | |
5/6/2022 | Shaker Financial Services LLC | 92,343 | $1.19M | 0.4% | +235.9% | 0.000% | |
5/4/2022 | Wolverine Asset Management LLC | 30,917 | $397K | 0.0% | N/A | 0.000% | |
5/3/2022 | Sterneck Capital Management LLC | 61,961 | $797K | 0.5% | +5.0% | 0.000% | |
4/18/2022 | Spire Wealth Management | 2,444 | $31K | 0.0% | -26.7% | 0.000% | |
2/15/2022 | Colony Group LLC | 143,775 | $2.20M | 0.0% | +108.5% | 0.000% | |
2/14/2022 | Guggenheim Capital LLC | 120,647 | $1.85M | 0.0% | +47.4% | 0.000% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 69,675 | $1.07M | 0.0% | +1.1% | 0.000% | |
2/7/2022 | Shaker Financial Services LLC | 27,488 | $421K | 0.1% | -61.3% | 0.000% | |
2/3/2022 | Northwestern Mutual Wealth Management Co. | 7,465 | $114K | 0.0% | -47.6% | 0.000% | |
1/25/2022 | Sterneck Capital Management LLC | 59,005 | $903K | 0.5% | -2.9% | 0.000% | |
1/21/2022 | Clear Creek Financial Management LLC | 33,804 | $518K | 0.1% | +5.6% | 0.000% | |
1/14/2022 | Spire Wealth Management | 3,336 | $51K | 0.0% | +47.8% | 0.000% | |
11/16/2021 | Wagner Wealth Management LLC | 33,416 | $525K | 0.4% | -19.9% | 0.000% | |
11/15/2021 | Guggenheim Capital LLC | 81,857 | $1.27M | 0.0% | +61.9% | 0.000% | |
11/15/2021 | Invesco Ltd. | 130,441 | $2.03M | 0.0% | +24.7% | 0.000% | |
11/15/2021 | Cohen & Steers Inc. | 158,069 | $2.46M | 0.0% | +2.2% | 0.000% | |
11/12/2021 | Sit Investment Associates Inc. | 482,289 | $7.50M | 0.2% | -36.8% | 0.000% | |
11/10/2021 | BOKF NA | 13,069 | $203K | 0.0% | N/A | 0.000% | |
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11/5/2021 | Advisor Group Holdings Inc. | 13,300 | $206K | 0.0% | +16.7% | 0.000% | |
11/2/2021 | Shaker Financial Services LLC | 70,944 | $1.10M | 0.4% | -65.9% | 0.000% | |
11/2/2021 | Raymond James Financial Services Advisors Inc. | 68,888 | $1.07M | 0.0% | +19.2% | 0.000% | |
10/18/2021 | Sterneck Capital Management LLC | 60,778 | $944K | 0.6% | -2.9% | 0.000% | |
8/18/2021 | Colony Group LLC | 68,993 | $1.05M | 0.0% | +8.0% | 0.000% | |
8/17/2021 | Invesco Ltd. | 104,617 | $1.59M | 0.0% | N/A | 0.000% | |
8/16/2021 | Royal Bank of Canada | 14,353 | $218K | 0.0% | -10.3% | 0.000% | |
8/16/2021 | Wagner Wealth Management LLC | 41,706 | $634K | 0.5% | +2.3% | 0.000% | |
8/13/2021 | Sit Investment Associates Inc. | 763,633 | $11.60M | 0.3% | -18.8% | 0.000% | |
8/12/2021 | Integrated Capital Management Inc. | 10,549 | $160K | 0.1% | N/A | 0.000% | |