5/24/2024 | Cetera Advisors LLC | 15,282 | $155K | 0.0% | N/A | 0.048% | |
5/14/2024 | Advisors Asset Management Inc. | 156,288 | $1.59M | 0.0% | -2.0% | 0.491% | |
5/14/2024 | Robinson Capital Management LLC | 935,354 | $9.15M | 3.3% | +3.6% | 2.940% | |
5/10/2024 | 1ST Source Bank | 61,894 | $629K | 0.0% | -3.5% | 0.195% | |
4/30/2024 | Van ECK Associates Corp | 203,372 | $2.07M | 0.0% | -13.9% | 0.639% | |
4/29/2024 | Commonwealth Equity Services LLC | 328,355 | $3.34M | 0.0% | -0.3% | 1.032% | |
|
4/23/2024 | Summit Trail Advisors LLC | 10,420 | $106K | 0.0% | -16.3% | 0.033% | |
4/11/2024 | Integrated Capital Management Inc. | 16,594 | $169K | 0.1% | N/A | 0.052% | |
4/10/2024 | Park Avenue Securities LLC | 115,800 | $1.18M | 0.0% | N/A | 0.364% | |
3/27/2024 | Nomura Holdings Inc. | 13,250 | $136K | 0.0% | N/A | 0.042% | |
2/8/2024 | Robinson Capital Management LLC | 902,947 | $9.27M | 3.3% | +41.6% | 2.655% | |
2/8/2024 | Fiera Capital Corp | 605,654 | $6.20M | 0.0% | N/A | 1.781% | |
2/8/2024 | 1ST Source Bank | 64,111 | $656K | 0.0% | -1.7% | 0.189% | |
2/6/2024 | Summit Trail Advisors LLC | 12,443 | $128K | 0.0% | N/A | 0.037% | |
2/6/2024 | Spire Wealth Management | 14,000 | $143K | 0.0% | N/A | 0.041% | |
2/6/2024 | ARS Wealth Advisors Group LLC | 15,094 | $154K | 0.0% | -78.7% | 0.044% | |
2/5/2024 | Van ECK Associates Corp | 236,283 | $2.42M | 0.0% | +15.5% | 0.695% | |
1/30/2024 | Tyche Wealth Partners LLC | 23,685 | $242K | 0.1% | N/A | 0.070% | |
1/30/2024 | Bison Wealth LLC | 28,498 | $292K | 0.1% | N/A | 0.084% | |
1/25/2024 | International Assets Investment Management LLC | 11,781 | $1.15M | 0.0% | +934.3% | 0.035% | |
1/24/2024 | International Assets Investment Management LLC | 11,781 | $1.15M | 0.0% | +934.3% | 0.035% | |
1/23/2024 | Indiana Trust & Investment Management CO | 14,000 | $143K | 0.1% | -34.9% | 0.041% | |
1/23/2024 | UMB Bank n.a. | 2,699 | $28K | 0.0% | N/A | 0.008% | |
1/16/2024 | Simon Quick Advisors LLC | 13,219 | $135K | 0.0% | N/A | 0.039% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 54,777 | $560K | 0.0% | -16.1% | 0.161% | |
1/16/2024 | Raymond James & Associates | 215,399 | $2.20M | 0.0% | +31.8% | 0.633% | |
1/11/2024 | Moody National Bank Trust Division | 11,681 | $119K | 0.0% | N/A | 0.034% | |
1/10/2024 | Financial Network Wealth Management LLC | 11,250 | $115K | 0.0% | N/A | 0.033% | |
1/8/2024 | Gill Capital Partners LLC | 23,090 | $236K | 0.1% | -25.1% | 0.068% | |
1/5/2024 | Capital Investment Advisors LLC | 110,935 | $1.14M | 0.0% | -3.2% | 0.326% | |
11/15/2023 | Advisors Asset Management Inc. | 148,067 | $1.36M | 0.0% | +47.6% | 0.435% | |
11/14/2023 | Robinson Capital Management LLC | 637,673 | $5.69M | 2.5% | N/A | 1.875% | |
11/13/2023 | Wolverine Asset Management LLC | 55,183 | $508K | 0.0% | +51.6% | 0.162% | |
11/9/2023 | 1ST Source Bank | 65,211 | $600K | 0.0% | -20.0% | 0.192% | |
11/9/2023 | UBS Group AG | 230,595 | $2.12M | 0.0% | +5.1% | 0.678% | |
11/8/2023 | Van ECK Associates Corp | 204,601 | $1.88M | 0.0% | +17.5% | 0.602% | |
11/8/2023 | Landscape Capital Management L.L.C. | 32,639 | $300K | 0.0% | -33.5% | 0.096% | |
11/8/2023 | Oppenheimer & Co. Inc. | 55,344 | $509K | 0.0% | -22.8% | 0.163% | |
10/30/2023 | Melfa Wealth Management LLC | 484,293 | $4.46M | 4.5% | -0.4% | 1.424% | |
10/26/2023 | ARS Wealth Advisors Group LLC | 70,836 | $652K | 0.1% | N/A | 0.208% | |
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10/24/2023 | Raymond James Financial Services Advisors Inc. | 65,307 | $601K | 0.0% | -6.3% | 0.192% | |
10/24/2023 | Raymond James & Associates | 163,451 | $1.50M | 0.0% | -4.6% | 0.481% | |
10/24/2023 | Tectonic Advisors LLC | 33,614 | $309K | 0.0% | -12.0% | 0.099% | |
10/23/2023 | Commonwealth Equity Services LLC | 380,257 | $3.50M | 0.0% | -6.3% | 1.118% | |
10/17/2023 | Avior Wealth Management LLC | 9,927 | $91K | 0.0% | -25.4% | 0.029% | |
10/16/2023 | Capital Investment Advisors LLC | 114,572 | $1.05M | 0.0% | -3.1% | 0.337% | |
10/10/2023 | Indiana Trust & Investment Management CO | 21,500 | $198K | 0.1% | N/A | 0.063% | |
9/12/2023 | Farther Finance Advisors LLC | 9,356 | $96K | 0.0% | N/A | 0.028% | |
9/7/2023 | ST Germain D J Co. Inc. | 3,000 | $31K | 0.0% | N/A | 0.009% | |
8/15/2023 | Cohen & Steers Inc. | 150,923 | $1.54M | 0.0% | +300.3% | 0.444% | |
8/11/2023 | Smith Moore & CO. | 76,737 | $783K | 0.1% | -5.8% | 0.226% | |
8/11/2023 | Landscape Capital Management L.L.C. | 49,096 | $501K | 0.1% | +68.7% | 0.144% | |
8/10/2023 | Commonwealth Equity Services LLC | 405,651 | $4.14M | 0.0% | +0.3% | 1.193% | |
8/10/2023 | Moors & Cabot Inc. | 12,150 | $124K | 0.0% | +10.0% | 0.036% | |
8/10/2023 | Cetera Investment Advisers | 10,904 | $111K | 0.0% | -8.5% | 0.032% | |
8/9/2023 | 1ST Source Bank | 81,503 | $832K | 0.1% | -6.8% | 0.240% | |
8/7/2023 | Wolverine Asset Management LLC | 36,399 | $372K | 0.0% | +180.8% | 0.107% | |
8/4/2023 | Cullen Frost Bankers Inc. | 4,165 | $43K | 0.0% | N/A | 0.012% | |
8/4/2023 | IFP Advisors Inc | 26,346 | $307K | 0.0% | -26.6% | 0.077% | |
8/3/2023 | Van ECK Associates Corp | 174,130 | $1.78M | 0.0% | +43.5% | 0.512% | |
8/3/2023 | Oppenheimer & Co. Inc. | 71,735 | $732K | 0.0% | +5.2% | 0.211% | |
7/31/2023 | LPL Financial LLC | 62,502 | $638K | 0.0% | -51.4% | 0.184% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 69,661 | $711K | 0.0% | -19.1% | 0.205% | |
7/25/2023 | Raymond James & Associates | 171,346 | $1.75M | 0.0% | -10.3% | 0.504% | |
7/18/2023 | Melfa Wealth Management LLC | 486,214 | $4.96M | 5.0% | +0.3% | 1.430% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 53,099 | $542K | 0.0% | +11.6% | 0.156% | |
6/28/2023 | Relative Value Partners Group LLC | 32,000 | $332K | 0.0% | -11.1% | 0.094% | |
5/15/2023 | Relative Value Partners Group LLC | 32,000 | $332K | 0.0% | -11.1% | 0.094% | |
5/12/2023 | AlphaCentric Advisors LLC | 4,820 | $50K | 0.0% | -67.5% | 0.014% | |
5/11/2023 | Commonwealth Equity Services LLC | 404,523 | $4.19M | 0.0% | -2.7% | 1.189% | |
5/10/2023 | Oppenheimer & Co. Inc. | 68,211 | $707K | 0.0% | +4.3% | 0.201% | |
5/10/2023 | Landscape Capital Management L.L.C. | 29,104 | $302K | 0.0% | N/A | 0.086% | |
5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 13,335 | $138K | 0.0% | -30.6% | 0.039% | |
5/10/2023 | Robinson Capital Management LLC | 19,063 | $195K | 0.1% | N/A | 0.056% | |
5/9/2023 | Spire Wealth Management | 2,514 | $26K | 0.0% | N/A | 0.007% | |
5/8/2023 | Wolverine Asset Management LLC | 12,963 | $134K | 0.0% | N/A | 0.038% | |
5/5/2023 | Moors & Cabot Inc. | 11,047 | $114K | 0.0% | -9.8% | 0.032% | |
5/3/2023 | Van ECK Associates Corp | 121,362 | $1.26M | 0.0% | +11.2% | 0.357% | |
4/28/2023 | Ameritas Advisory Services LLC | 3,284 | $33K | 0.0% | N/A | 0.010% | |
4/26/2023 | Gill Capital Partners LLC | 30,827 | $319K | 0.1% | -4.3% | 0.091% | |
4/24/2023 | Successful Portfolios LLC | 12,428 | $129K | 0.1% | -13.9% | 0.037% | |
4/20/2023 | Melfa Wealth Management LLC | 484,749 | $5.02M | 5.0% | +1.1% | 1.425% | |
4/18/2023 | IFP Advisors Inc | 35,911 | $419K | 0.0% | -27.6% | 0.106% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 86,130 | $892K | 0.0% | +34.5% | 0.253% | |
4/14/2023 | Raymond James & Associates | 191,125 | $1.98M | 0.0% | +1.1% | 0.562% | |
4/13/2023 | Drive Wealth Management LLC | 11,300 | $118K | 0.0% | -8.3% | 0.033% | |
3/6/2023 | Rockefeller Capital Management L.P. | 58,531 | $635K | 0.0% | +9.3% | 0.000% | |
2/13/2023 | Smith Moore & CO. | 81,581 | $885K | 0.1% | +9.4% | 0.000% | |
2/13/2023 | 1ST Source Bank | 87,477 | $949K | 0.1% | -36.8% | 0.000% | |
2/10/2023 | Financial Network Wealth Management LLC | 11,250 | $122K | 0.1% | -26.7% | 0.000% | |
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2/8/2023 | Raymond James & Associates | 188,981 | $2.05M | 0.0% | +4.9% | 0.000% | |
2/8/2023 | Capital Analysts LLC | 14,325 | $155K | 0.0% | N/A | 0.000% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 43,698 | $474K | 0.0% | +14.2% | 0.000% | |
2/8/2023 | Van ECK Associates Corp | 109,100 | $1.18M | 0.0% | +20.0% | 0.000% | |
2/8/2023 | Oppenheimer & Co. Inc. | 65,369 | $709K | 0.0% | +34.2% | 0.000% | |
2/7/2023 | AlphaCentric Advisors LLC | 14,820 | $161K | 0.2% | N/A | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 415,781 | $4.51M | 0.0% | -3.6% | 0.000% | |
2/7/2023 | LPL Financial LLC | 122,272 | $1.33M | 0.0% | +295.3% | 0.000% | |
2/7/2023 | IFP Advisors Inc | 49,584 | $578K | 0.0% | -22.4% | 0.000% | |
2/6/2023 | Ibex Wealth Advisors | 11,267 | $122K | 0.0% | -19.2% | 0.000% | |