2/19/2025 | North Star Asset Management Inc. | 73,798 | $2.63M | 0.1% | -0.9% | 0.374% | |
2/17/2025 | Focus Partners Wealth | 5,942 | $212K | 0.0% | N/A | 0.030% | |
2/17/2025 | Bank of America Corp DE | 36,365 | $1.30M | 0.0% | -3.6% | 0.184% | |
2/17/2025 | Ameriprise Financial Inc. | 22,052 | $787K | 0.0% | +97.0% | 0.112% | |
2/14/2025 | Triumph Capital Management | 23,065 | $823K | 0.3% | +13.5% | 0.117% | |
2/14/2025 | Stifel Financial Corp | 71,662 | $2.56M | 0.0% | +28.2% | 0.363% | |
2/14/2025 | Shaker Financial Services LLC | 26,308 | $939K | 0.4% | -55.9% | 0.133% | |
2/13/2025 | Mariner LLC | 19,829 | $708K | 0.0% | +8.9% | 0.100% | |
2/13/2025 | Raymond James Financial Inc. | 525,206 | $18.75M | 0.0% | N/A | 2.661% | |
2/13/2025 | Invesco Ltd. | 19,628 | $701K | 0.0% | +1.5% | 0.099% | |
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2/13/2025 | Wedbush Securities Inc. | 6,781 | $242K | 0.0% | -21.9% | 0.034% | |
2/13/2025 | Wells Fargo & Company MN | 577,425 | $20.61M | 0.0% | -3.2% | 2.925% | |
2/12/2025 | World Investment Advisors | 34,019 | $1.21M | 0.0% | -5.4% | 0.172% | |
2/11/2025 | FCA Corp TX | 94,630 | $3.38M | 1.1% | +0.7% | 0.479% | |
2/11/2025 | LPL Financial LLC | 185,773 | $6.63M | 0.0% | +66.8% | 0.941% | |
2/11/2025 | Samalin Investment Counsel LLC | 24,498 | $874K | 0.4% | -1.5% | 0.124% | |
2/10/2025 | Aurora Investment Counsel | 73,601 | $2.63M | 1.4% | -12.0% | 0.373% | |
2/10/2025 | Commonwealth Equity Services LLC | 18,486 | $660K | 0.0% | +2.4% | 0.094% | |
2/7/2025 | HighTower Advisors LLC | 16,636 | $594K | 0.0% | +7.8% | 0.084% | |
2/7/2025 | Cornerstone Advisors LLC | 236,370 | $8.44M | 0.3% | +4.2% | 1.197% | |
2/6/2025 | Raymond James Financial Inc. | 525,206 | $18.75M | 0.0% | N/A | 2.660% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 27,824 | $993K | 0.0% | +167.7% | 0.141% | |
2/5/2025 | Oppenheimer & Co. Inc. | 22,856 | $816K | 0.0% | -4.7% | 0.116% | |
2/3/2025 | Private Advisor Group LLC | 15,445 | $551K | 0.0% | +10.5% | 0.078% | |
1/30/2025 | L.M. Kohn & Company | 12,307 | $439K | 0.1% | -3.0% | 0.062% | |
1/29/2025 | Avidian Wealth Enterprises LLC | 9,144 | $326K | 0.0% | -12.6% | 0.046% | |
1/28/2025 | Stephens Inc. AR | 12,989 | $464K | 0.0% | -71.0% | 0.066% | |
1/28/2025 | Gilliland Jeter Wealth Management LLC | 34,276 | $1.22M | 0.4% | -0.9% | 0.174% | |
1/22/2025 | Tennessee Valley Asset Management Partners | 20,645 | $737K | 0.1% | N/A | 0.105% | |
1/17/2025 | Janney Montgomery Scott LLC | 201,154 | $7.18M | 0.0% | -2.7% | 1.019% | |
1/14/2025 | Mendota Financial Group LLC | 2,774 | $99K | 0.1% | -27.5% | 0.014% | |
11/25/2024 | World Investment Advisors LLC | 35,943 | $1.19M | 0.0% | -2.0% | 0.182% | |
11/15/2024 | Stifel Financial Corp | 55,918 | $1.85M | 0.0% | -29.9% | 0.284% | |
11/15/2024 | HighTower Advisors LLC | 15,438 | $511K | 0.0% | N/A | 0.078% | |
11/14/2024 | L.M. Kohn & Company | 12,691 | $421K | 0.1% | +3.5% | 0.064% | |
11/13/2024 | D.A. Davidson & CO. | 11,112 | $368K | 0.0% | -4.2% | 0.056% | |
11/9/2024 | Landscape Capital Management L.L.C. | 8,840 | $293K | 0.0% | -78.4% | 0.045% | |
11/9/2024 | Aurora Investment Counsel | 83,664 | $2.77M | 1.5% | -6.3% | 0.424% | |
11/8/2024 | Cornerstone Advisors LLC | 226,737 | $7.52M | 0.3% | +132.9% | 1.150% | |
11/6/2024 | Oppenheimer & Co. Inc. | 23,990 | $796K | 0.0% | -9.9% | 0.122% | |
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10/31/2024 | Shaker Financial Services LLC | 59,654 | $1.98M | 0.7% | +46.1% | 0.303% | |
10/29/2024 | Janney Montgomery Scott LLC | 206,785 | $6.86M | 0.0% | +0.2% | 1.049% | |
10/28/2024 | Stephens Inc. AR | 44,757 | $1.48M | 0.0% | +288.4% | 0.227% | |
10/28/2024 | US Bancorp DE | 907 | $30K | 0.0% | N/A | 0.005% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 6,335 | $210K | 0.0% | N/A | 0.032% | |
10/22/2024 | International Assets Investment Management LLC | 60,517 | $1.83M | 0.0% | +3,216.0% | 0.307% | |
10/22/2024 | Private Advisor Group LLC | 13,978 | $464K | 0.0% | +7.8% | 0.071% | |
10/21/2024 | Gilliland Jeter Wealth Management LLC | 34,570 | $1.15M | 0.4% | +7.5% | 0.175% | |
10/18/2024 | Raymond James & Associates | 116,331 | $3.86M | 0.0% | -1.2% | 0.590% | |
10/10/2024 | Mendota Financial Group LLC | 3,826 | $127K | 0.1% | -14.7% | 0.019% | |
8/22/2024 | Aurora Investment Counsel | 89,279 | $2.50M | 1.5% | +0.5% | 0.453% | |
8/14/2024 | EverSource Wealth Advisors LLC | 2,500 | $70K | 0.0% | N/A | 0.013% | |
8/9/2024 | Cornerstone Advisors LLC | 97,366 | $2.73M | 0.1% | N/A | 0.494% | |
8/7/2024 | Wedbush Securities Inc. | 8,738 | $245K | 0.0% | +8.7% | 0.044% | |
8/6/2024 | North Star Asset Management Inc. | 75,204 | $2.11M | 0.1% | -2.3% | 0.381% | |
8/3/2024 | Shaker Financial Services LLC | 40,840 | $1.14M | 0.5% | +92.5% | 0.207% | |
8/2/2024 | Wolverine Asset Management LLC | 39,148 | $1.10M | 0.0% | +400.0% | 0.199% | |
7/31/2024 | Commonwealth Equity Services LLC | 19,817 | $555K | 0.0% | +5.7% | 0.100% | |
7/30/2024 | International Assets Investment Management LLC | 1,825 | $51K | 0.0% | N/A | 0.009% | |
7/24/2024 | Gilliland Jeter Wealth Management LLC | 32,163 | $901K | 0.3% | -11.8% | 0.163% | |
7/23/2024 | All Season Financial Advisors Inc. | 13,550 | $380K | 0.3% | -6.0% | 0.069% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 383,506 | $10.74M | 0.0% | -6.5% | 1.945% | |
7/19/2024 | Raymond James & Associates | 117,778 | $3.30M | 0.0% | -1.3% | 0.597% | |
6/4/2024 | Aurora Investment Counsel | 88,850 | $2.63M | 1.5% | +2.4% | 0.451% | |
5/17/2024 | Comerica Bank | 4,835 | $143K | 0.0% | -44.0% | 0.025% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 16,645 | $492K | 0.0% | +21.7% | 0.085% | |
5/7/2024 | Oppenheimer & Co. Inc. | 26,337 | $779K | 0.0% | +3.3% | 0.134% | |
5/1/2024 | Janney Montgomery Scott LLC | 210,614 | $6.23M | 0.0% | +0.9% | 1.070% | |
4/30/2024 | J.W. Cole Advisors Inc. | 8,703 | $257K | 0.0% | +17.5% | 0.044% | |
4/30/2024 | Commonwealth Equity Services LLC | 18,749 | $555K | 0.0% | +27.8% | 0.095% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 44,500 | $1.32M | 0.0% | N/A | 0.226% | |
4/25/2024 | L.M. Kohn & Company | 12,301 | $364K | 0.1% | +7.8% | 0.062% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 410,138 | $12.13M | 0.0% | -2.5% | 2.083% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 13,678 | $412K | 0.0% | -17.8% | 0.069% | |
2/28/2024 | Abel Hall LLC | 8,000 | $241K | 0.2% | N/A | 0.041% | |
2/20/2024 | Aurora Investment Counsel | 86,761 | $2.61M | 1.6% | +6.3% | 0.441% | |
2/13/2024 | Peapack Gladstone Financial Corp | 19,515 | $587K | 0.0% | -7.0% | 0.099% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 8,457 | $254K | 0.0% | -9.1% | 0.043% | |
2/9/2024 | Advisory Services Network LLC | 11,829 | $356K | 0.0% | -18.1% | 0.060% | |
2/9/2024 | L.M. Kohn & Company | 11,411 | $343K | 0.1% | +22.2% | 0.058% | |
2/9/2024 | D.A. Davidson & CO. | 14,016 | $422K | 0.0% | -6.9% | 0.071% | |
2/8/2024 | FCA Corp TX | 91,296 | $2.75M | 0.9% | +0.6% | 0.464% | |
2/8/2024 | Janney Montgomery Scott LLC | 208,796 | $6.28M | 0.0% | -2.0% | 1.060% | |
2/7/2024 | Formidable Asset Management LLC | 12,910 | $388K | 0.1% | +24.0% | 0.066% | |
2/6/2024 | Lincoln National Corp | 33,108 | $996K | 0.0% | -16.6% | 0.168% | |
2/6/2024 | Private Advisor Group LLC | 9,663 | $291K | 0.0% | +24.1% | 0.049% | |
2/2/2024 | Gilliland Jeter Wealth Management LLC | 36,317 | $1.09M | 0.5% | N/A | 0.184% | |
2/2/2024 | Atria Wealth Solutions Inc. | 10,372 | $312K | 0.0% | -18.9% | 0.053% | |
2/1/2024 | Wolverine Asset Management LLC | 40,995 | $1.23M | 0.0% | N/A | 0.208% | |
2/1/2024 | North Star Asset Management Inc. | 78,104 | $2.35M | 0.1% | -6.1% | 0.397% | |
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1/31/2024 | J.W. Cole Advisors Inc. | 7,408 | $223K | 0.0% | N/A | 0.038% | |
1/25/2024 | International Assets Investment Management LLC | 71,440 | $2.38M | 0.0% | N/A | 0.363% | |
1/25/2024 | Redwood Wealth Management Group LLC | 7,329 | $220K | 0.2% | N/A | 0.037% | |
1/24/2024 | International Assets Investment Management LLC | 71,440 | $2.38M | 0.0% | N/A | 0.363% | |
1/24/2024 | All Season Financial Advisors Inc. | 19,407 | $584K | 0.5% | +48.3% | 0.099% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 420,783 | $12.66M | 0.0% | +7.9% | 2.137% | |
1/16/2024 | Raymond James & Associates | 116,146 | $3.49M | 0.0% | -3.8% | 0.590% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 16,645 | $437K | 0.0% | -4.3% | 0.087% | |
11/22/2023 | Aurora Investment Counsel | 81,602 | $2.14M | 1.4% | +4.1% | 0.414% | |
11/14/2023 | Samalin Investment Counsel LLC | 15,960 | $419K | 0.2% | +70.4% | 0.083% | |