3/17/2025 | Wealth Enhancement Advisory Services LLC | 17,692 | $180K | 0.0% | N/A | 0.000% | |
2/17/2025 | Citadel Advisors LLC | 17,352 | $177K | 0.0% | +40.0% | 0.000% | |
2/17/2025 | Baker Avenue Asset Management LP | 15,983 | $163K | 0.0% | -26.2% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 34,411 | $350K | 0.0% | N/A | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 11,650 | $119K | 0.0% | N/A | 0.000% | |
2/12/2025 | Boston Research & Management Inc. | 10,754 | $109K | 0.0% | N/A | 0.000% | |
2/11/2025 | TIAA Trust National Association | 29,659 | $302K | 0.0% | -13.4% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 11,650 | $119K | 0.0% | N/A | 0.000% | |
2/6/2025 | Bard Associates Inc. | 28,778 | $293K | 0.1% | N/A | 0.000% | |
1/30/2025 | Montag A & Associates Inc. | 9,838 | $100K | 0.0% | -53.3% | 0.000% | |
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1/21/2025 | Brighton Jones LLC | 15,311 | $156K | 0.0% | N/A | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 13,572 | $138K | 0.0% | N/A | 0.000% | |
10/22/2024 | Sterling Financial Group Inc. | 93,409 | $988K | 0.4% | -8.0% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 75,569 | $689K | 0.0% | +20.2% | 0.000% | |
5/13/2024 | Bessemer Group Inc. | 8,603 | $86K | 0.0% | N/A | 0.000% | |
5/7/2024 | Montag A & Associates Inc. | 21,077 | $210K | 0.0% | N/A | 0.000% | |
4/30/2024 | Commonwealth Equity Services LLC | 62,856 | $627K | 0.0% | -23.1% | 0.000% | |
4/10/2024 | Sterling Financial Group Inc. | 101,522 | $1.01M | 0.5% | -2.1% | 0.000% | |
2/9/2024 | Corient Private Wealth LLC | 114,736 | $1.08M | 0.0% | -13.6% | 0.000% | |
1/23/2024 | TIAA Trust National Association | 34,245 | $322K | 0.0% | -20.1% | 0.000% | |
1/17/2024 | Sterling Financial Group Inc. | 103,722 | $975K | 0.6% | -1.3% | 0.000% | |
10/30/2023 | Choate Investment Advisors | 4,301 | $34K | 0.0% | N/A | 0.000% | |
10/27/2023 | TIAA Trust National Association | 42,848 | $343K | 0.0% | N/A | 0.000% | |
10/19/2023 | Sterling Financial Group Inc. | 105,122 | $841K | 0.5% | -2.1% | 0.000% | |
9/7/2023 | Sterling Financial Group Inc. | 107,422 | $790K | 0.5% | -5.1% | 0.000% | |
8/11/2023 | Puzo Michael J | 11,700 | $86K | 0.0% | -20.9% | 0.000% | |
8/4/2023 | Seascape Capital Management | 14,754 | $108K | 0.1% | N/A | 0.000% | |
8/3/2023 | Oppenheimer & Co. Inc. | 24,692 | $181K | 0.0% | -70.8% | 0.000% | |
8/2/2023 | Bank of Montreal Can | 17,412 | $131K | 0.0% | N/A | 0.000% | |
7/17/2023 | D. Scott Neal Inc. | 29,000 | $213K | 0.2% | -12.1% | 0.000% | |
7/6/2023 | Apella Capital LLC | 17,206 | $126K | 0.0% | N/A | 0.000% | |
2/13/2023 | Financial Partners Capital Management LLC | 13,450 | $88K | 0.0% | N/A | 0.000% | |
2/9/2023 | Puzo Michael J | 16,200 | $106K | 0.0% | -31.9% | 0.000% | |
2/7/2023 | Cassaday & Co Wealth Management LLC | 34,613 | $226K | 0.0% | N/A | 0.000% | |
2/3/2023 | Tortoise Investment Management LLC | 18,897 | $123K | 0.0% | -12.5% | 0.000% | |
11/15/2022 | Baker Avenue Asset Management LP | 21,666 | $139K | 0.0% | N/A | 0.000% | |
11/4/2022 | Cypress Capital Group | 10,741 | $69K | 0.0% | N/A | 0.000% | |
8/2/2022 | Belpointe Asset Management LLC | 40,695 | $289K | 0.0% | +15.5% | 0.000% | |
7/19/2022 | Puzo Michael J | 23,900 | $170K | 0.1% | -18.7% | 0.000% | |
5/12/2022 | Fiduciary Trust Co. | 16,000 | $157K | 0.0% | N/A | 0.000% | |
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5/9/2022 | Lincoln National Corp | 17,266 | $169K | 0.0% | N/A | 0.000% | |
5/6/2022 | J. L. Bainbridge & Co. Inc. | 24,206 | $237K | 0.0% | N/A | 0.000% | |
5/4/2022 | Commonwealth Equity Services LLC | 79,125 | $774K | 0.0% | -6.5% | 0.000% | |
4/4/2022 | M&R Capital Management Inc. | 17,692 | $173K | 0.0% | -47.5% | 0.000% | |
2/10/2022 | Acadian Asset Management LLC | 7,418 | $64K | 0.0% | -31.3% | 0.000% | |
2/9/2022 | Northcape Wealth Management LLC | 10,000 | $89K | 0.0% | N/A | 0.000% | |
2/2/2022 | Oppenheimer & Co. Inc. | 84,692 | $751K | 0.0% | N/A | 0.000% | |
11/12/2021 | Bell Investment Advisors Inc | 13,743 | $138K | 0.0% | N/A | 0.000% | |
11/4/2021 | D. Scott Neal Inc. | 34,000 | $342K | 0.1% | -2.9% | 0.000% | |
10/29/2021 | Commonwealth Equity Services LLC | 84,461 | $848K | 0.0% | +19.0% | 0.000% | |
8/13/2021 | Northwestern Mutual Wealth Management Co. | 35,000 | $422K | 0.0% | N/A | 0.000% | |
8/12/2021 | JPMorgan Chase & Co. | 2,862 | $34K | 0.0% | -79.7% | 0.000% | |
8/11/2021 | Commonwealth Equity Services LLC | 70,964 | $855K | 0.0% | +19.7% | 0.000% | |
8/10/2021 | Wescott Financial Advisory Group LLC | 16,408 | $193K | 0.1% | N/A | 0.000% | |
8/9/2021 | Geller Advisors LLC | 21,507 | $259K | 0.1% | N/A | 0.000% | |
8/9/2021 | Puzo Michael J | 34,500 | $416K | 0.1% | -5.5% | 0.000% | |
8/4/2021 | Cowen Prime Advisors LLC | 12,904 | $155K | 0.1% | N/A | 0.000% | |
8/2/2021 | TD Capital Management LLC | 12,524 | $151K | 0.0% | N/A | 0.000% | |
8/2/2021 | D. Scott Neal Inc. | 35,000 | $422K | 0.2% | N/A | 0.000% | |
7/2/2021 | Apella Capital LLC | 17,206 | $207K | 0.0% | N/A | 0.000% | |
5/21/2021 | Citadel Advisors LLC | 10,282 | $114K | 0.0% | N/A | 0.000% | |
5/18/2021 | Citadel Advisors LLC | 10,282 | $114K | 0.0% | N/A | 0.000% | |
5/11/2021 | Acadian Asset Management LLC | 11,722 | $131K | 0.0% | -10.0% | 0.000% | |
5/5/2021 | Tortoise Investment Management LLC | 21,599 | $239K | 0.1% | -7.6% | 0.000% | |
5/4/2021 | Commonwealth Equity Services LLC | 59,269 | $656K | 0.0% | -4.9% | 0.000% | |
2/19/2021 | JPMorgan Chase & Co. | 14,126 | $129K | 0.0% | +216.4% | 0.000% | |
2/16/2021 | Captrust Financial Advisors | 2,868 | $26K | 0.0% | N/A | 0.000% | |
2/9/2021 | Wells Fargo & Company MN | 28,903 | $265K | 0.0% | -23.5% | 0.000% | |