5/17/2024 | Beacon Capital Management LLC | 5,646 | $32K | 0.0% | N/A | 0.020% | |
4/29/2024 | Commonwealth Equity Services LLC | 505,595 | $2.86M | 0.0% | +11.3% | 1.795% | |
2/13/2024 | GABELLI & Co INVESTMENT ADVISERS INC. | 432,082 | $2.45M | 0.5% | -1.0% | 1.549% | |
2/13/2024 | Peapack Gladstone Financial Corp | 42,435 | $241K | 0.0% | -4.6% | 0.152% | |
1/31/2024 | Institute for Wealth Management LLC. | 16,721 | $95K | 0.0% | -10.2% | 0.060% | |
1/31/2024 | Telos Capital Management Inc. | 26,355 | $149K | 0.0% | N/A | 0.094% | |
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11/16/2023 | Belpointe Asset Management LLC | 14,000 | $82K | 0.0% | N/A | 0.050% | |
11/9/2023 | Atomi Financial Group Inc. | 85,886 | $506K | 0.2% | +97.6% | 0.309% | |
11/9/2023 | Blair William & Co. IL | 15,892 | $94K | 0.0% | -66.4% | 0.057% | |
11/8/2023 | Atria Wealth Solutions Inc. | 31,791 | $187K | 0.0% | N/A | 0.114% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 10,529 | $62K | 0.0% | N/A | 0.038% | |
8/15/2023 | Brasada Capital Management LP | 12,549 | $83K | 0.0% | -22.0% | 0.045% | |
8/10/2023 | GABELLI & Co INVESTMENT ADVISERS INC. | 436,459 | $2.87M | 0.5% | N/A | 1.569% | |
8/10/2023 | Commonwealth Equity Services LLC | 451,783 | $2.97M | 0.0% | +3.1% | 1.625% | |
7/31/2023 | LPL Financial LLC | 285,659 | $1.88M | 0.0% | +2.0% | 1.027% | |
7/21/2023 | Creative Planning | 12,009 | $79K | 0.0% | -40.9% | 0.043% | |
7/10/2023 | Level Four Advisory Services LLC | 39,876 | $262K | 0.0% | +7.0% | 0.143% | |
6/7/2023 | Atomi Financial Group Inc. | 42,457 | $239K | 0.1% | N/A | 0.153% | |
5/11/2023 | Commonwealth Equity Services LLC | 438,327 | $2.47M | 0.0% | -3.6% | 1.576% | |
5/1/2023 | Sheaff Brock Investment Advisors LLC | 16,256 | $92K | 0.0% | -50.0% | 0.058% | |
4/21/2023 | Kovack Advisors Inc. | 12,889 | $73K | 0.0% | N/A | 0.046% | |
2/13/2023 | Gamco Investors INC. ET AL | 47,348 | $253K | 0.0% | -96.1% | 0.187% | |
2/10/2023 | Blair William & Co. IL | 82,987 | $444K | 0.0% | -29.4% | 0.329% | |
2/7/2023 | Commonwealth Equity Services LLC | 454,815 | $2.43M | 0.0% | +2.3% | 1.801% | |
11/15/2022 | Commonwealth Equity Services LLC | 444,390 | $2.78M | 0.0% | +1.0% | 1.759% | |
11/7/2022 | Level Four Advisory Services LLC | 35,943 | $225K | 0.0% | +26.1% | 0.142% | |
11/3/2022 | Sheaff Brock Investment Advisors LLC | 27,162 | $170K | 0.0% | +8.5% | 0.108% | |
10/25/2022 | Raymond James & Associates | 10,223 | $64K | 0.0% | -43.3% | 0.040% | |
9/9/2022 | B. Riley Wealth Management Inc. | 14,141 | $102K | 0.0% | N/A | 0.056% | |
8/16/2022 | Chilton Capital Management LLC | 6,000 | $43K | 0.0% | N/A | 0.024% | |
8/8/2022 | Level Four Advisory Services LLC | 28,493 | $206K | 0.0% | +7.1% | 0.113% | |
8/3/2022 | Wealth Effects LLC | 16,700 | $121K | 0.1% | -13.0% | 0.066% | |
8/2/2022 | Sheaff Brock Investment Advisors LLC | 25,023 | $181K | 0.0% | +12.8% | 0.099% | |
7/19/2022 | Commonwealth Equity Services LLC | 439,978 | $3.18M | 0.0% | +0.5% | 1.742% | |
7/19/2022 | Claraphi Advisory Network LLC | 28,561 | $206K | 0.1% | +12.1% | 0.113% | |
5/10/2022 | Level Four Advisory Services LLC | 26,593 | $245K | 0.0% | +51.2% | 0.105% | |
5/9/2022 | Dixon Hubard Feinour & Brown Inc. VA | 11,250 | $104K | 0.0% | N/A | 0.045% | |
5/6/2022 | Sheaff Brock Investment Advisors LLC | 15,073 | $139K | 0.0% | +12.5% | 0.060% | |
5/4/2022 | Advisor Group Holdings Inc. | 71,016 | $654K | 0.0% | +5.0% | 0.281% | |
5/4/2022 | Prospera Financial Services Inc | 2,959 | $27K | 0.0% | N/A | 0.012% | |
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5/4/2022 | Commonwealth Equity Services LLC | 437,699 | $4.03M | 0.0% | +12.8% | 1.733% | |
2/14/2022 | Blair William & Co. IL | 174,517 | $1.52M | 0.0% | -8.2% | 0.691% | |
2/11/2022 | Gamco Investors INC. ET AL | 1,223,932 | $10.62M | 0.1% | +4.1% | 4.845% | |
2/11/2022 | Level Four Advisory Services LLC | 17,593 | $153K | 0.0% | N/A | 0.070% | |
2/10/2022 | Brasada Capital Management LP | 14,905 | $131K | 0.0% | +8.9% | 0.059% | |
2/9/2022 | Wolverine Asset Management LLC | 3,460 | $30K | 0.0% | N/A | 0.014% | |
2/9/2022 | Yakira Capital Management Inc. | 91,486 | $794K | 0.1% | -31.8% | 0.362% | |
2/9/2022 | Wealth Effects LLC | 19,203 | $167K | 0.1% | N/A | 0.076% | |
2/8/2022 | Raymond James & Associates | 18,392 | $160K | 0.0% | -17.5% | 0.073% | |
2/7/2022 | Claraphi Advisory Network LLC | 25,470 | $221K | 0.1% | +14.6% | 0.101% | |
2/3/2022 | Advisor Group Holdings Inc. | 67,616 | $587K | 0.0% | -3.2% | 0.268% | |
2/3/2022 | Sheaff Brock Investment Advisors LLC | 13,398 | $116K | 0.0% | N/A | 0.053% | |
1/31/2022 | Commonwealth Equity Services LLC | 388,014 | $3.37M | 0.0% | +1.8% | 1.536% | |
1/14/2022 | Spire Wealth Management | 4,716 | $41K | 0.0% | N/A | 0.019% | |
11/16/2021 | LPL Financial LLC | 234,951 | $2.15M | 0.0% | +27.8% | 0.930% | |
11/16/2021 | Clough Capital Partners L P | 30,483 | $278K | 0.0% | N/A | 0.121% | |
11/16/2021 | Claraphi Advisory Network LLC | 22,230 | $203K | 0.1% | +7.3% | 0.088% | |
11/12/2021 | GABELLI & Co INVESTMENT ADVISERS INC. | 439,377 | $4.01M | 0.5% | +36.3% | 1.739% | |
11/12/2021 | Gamco Investors INC. ET AL | 1,175,847 | $10.74M | 0.1% | +25.0% | 4.654% | |
11/12/2021 | Sit Investment Associates Inc. | 133,256 | $1.22M | 0.0% | +645.6% | 0.527% | |
11/5/2021 | Advisor Group Holdings Inc. | 69,816 | $637K | 0.0% | +9.3% | 0.276% | |
11/2/2021 | Raymond James & Associates | 22,303 | $204K | 0.0% | N/A | 0.088% | |
10/29/2021 | Commonwealth Equity Services LLC | 381,118 | $3.48M | 0.0% | +30.2% | 1.509% | |
10/12/2021 | Level Four Financial LLC | 10,693 | $98K | 0.0% | N/A | 0.042% | |
8/16/2021 | Morgan Stanley | 309,712 | $3.47M | 0.0% | +38.5% | 1.226% | |
8/13/2021 | Gamco Investors INC. ET AL | 940,879 | $10.53M | 0.1% | +4.3% | 3.724% | |
8/13/2021 | LPL Financial LLC | 183,850 | $2.06M | 0.0% | -4.9% | 0.728% | |
8/13/2021 | Sit Investment Associates Inc. | 17,872 | $200K | 0.0% | N/A | 0.071% | |
8/12/2021 | Blair William & Co. IL | 195,717 | $2.19M | 0.0% | +1.4% | 0.775% | |
8/11/2021 | Commonwealth Equity Services LLC | 292,712 | $3.28M | 0.0% | +2.5% | 1.159% | |
8/11/2021 | Baird Financial Group Inc. | 19,380 | $217K | 0.0% | +20.8% | 0.077% | |
8/6/2021 | HighTower Advisors LLC | 11,618 | $130K | 0.0% | N/A | 0.046% | |
8/4/2021 | Creative Planning | 10,932 | $122K | 0.0% | -63.7% | 0.043% | |
8/3/2021 | Oppenheimer & Co. Inc. | 13,338 | $150K | 0.0% | +13.6% | 0.053% | |
8/2/2021 | Advisor Group Holdings Inc. | 63,866 | $714K | 0.0% | -3.9% | 0.253% | |
5/18/2021 | Morgan Stanley | 223,635 | $2.14M | 0.0% | +336.5% | 0.885% | |
5/17/2021 | Royal Bank of Canada | 9,506 | $91K | 0.0% | -9.9% | 0.038% | |
5/14/2021 | MML Investors Services LLC | 12,930 | $124K | 0.0% | +13.5% | 0.051% | |
5/13/2021 | Guggenheim Capital LLC | 71,561 | $684K | 0.0% | +240.1% | 0.283% | |
5/13/2021 | Blair William & Co. IL | 193,050 | $1.85M | 0.0% | -4.5% | 0.764% | |
5/13/2021 | Baird Financial Group Inc. | 16,046 | $153K | 0.0% | N/A | 0.064% | |
5/12/2021 | UBS Group AG | 11,604 | $111K | 0.0% | -20.9% | 0.046% | |
5/10/2021 | Oppenheimer & Co. Inc. | 11,743 | $112K | 0.0% | N/A | 0.046% | |
5/7/2021 | Brasada Capital Management LP | 12,114 | $116K | 0.0% | N/A | 0.048% | |
5/4/2021 | Commonwealth Equity Services LLC | 285,523 | $2.73M | 0.0% | +5.2% | 1.130% | |
4/30/2021 | Claraphi Advisory Network LLC | 20,735 | $198K | 0.1% | +13.7% | 0.082% | |
4/26/2021 | Wedbush Securities Inc. | 14,652 | $140K | 0.0% | +14.1% | 0.058% | |
2/16/2021 | Guggenheim Capital LLC | 21,044 | $168K | 0.0% | N/A | 0.085% | |
2/12/2021 | LPL Financial LLC | 182,298 | $1.45M | 0.0% | +15.5% | 0.732% | |
2/10/2021 | Mid Atlantic Financial Management Inc. ADV | 54,600 | $435K | 0.0% | -23.4% | 0.219% | |
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2/9/2021 | Wells Fargo & Company MN | 92,712 | $738K | 0.0% | -9.9% | 0.372% | |
2/9/2021 | Blair William & Co. IL | 202,250 | $1.61M | 0.0% | -2.7% | 0.812% | |
2/9/2021 | Landscape Capital Management L.L.C. | 27,365 | $218K | 0.0% | N/A | 0.110% | |
2/5/2021 | Gamco Investors INC. ET AL | 902,097 | $7.18M | 0.1% | +6.0% | 3.623% | |
2/5/2021 | Claraphi Advisory Network LLC | 18,233 | $145K | 0.0% | +22.6% | 0.073% | |
2/1/2021 | Sheaff Brock Investment Advisors LLC | 14,503 | $115K | 0.0% | N/A | 0.058% | |
1/29/2021 | Creative Planning | 30,057 | $239K | 0.0% | +22.6% | 0.121% | |
1/26/2021 | Live Oak Private Wealth LLC | 134,937 | $1.07M | 0.3% | +5.1% | 0.542% | |
1/19/2021 | FNY Investment Advisers LLC | 4,169 | $33K | 0.0% | N/A | 0.017% | |
11/9/2020 | Live Oak Private Wealth LLC | 128,437 | $830K | 0.3% | +6.2% | 0.516% | |