8/15/2025 | Ameriprise Financial Inc. | 70,809 | $1.45M | 0.0% | -3.3% | 0.000% | |
8/14/2025 | Raymond James Financial Inc. | 253,106 | $5.18M | 0.0% | +2.3% | 0.000% | |
8/14/2025 | Karpus Management Inc. | 160,460 | $3.29M | 0.1% | -8.1% | 0.000% | |
8/14/2025 | Heritage Wealth Management Inc. | 51,042 | $1.05M | 0.3% | -8.1% | 0.000% | |
8/13/2025 | Guggenheim Capital LLC | 246,026 | $5.04M | 0.0% | -23.3% | 0.000% | |
8/13/2025 | Invesco Ltd. | 374,565 | $7.67M | 0.0% | +2.7% | 0.000% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 30,450 | $624K | 0.0% | -12.2% | 0.000% | |
8/8/2025 | Cornerstone Advisors LLC | 85,944 | $1.76M | 0.1% | +156.3% | 0.000% | |
8/8/2025 | Creative Planning | 77,460 | $1.59M | 0.0% | +1.8% | 0.000% | |
8/5/2025 | Shaker Financial Services LLC | 179,995 | $3.69M | 1.3% | +96.8% | 0.000% | |
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8/4/2025 | Wolverine Asset Management LLC | 93,382 | $1.91M | 0.0% | +121.4% | 0.000% | |
8/1/2025 | Envestnet Asset Management Inc. | 79,699 | $1.63M | 0.0% | +16.9% | 0.000% | |
7/30/2025 | D.A. Davidson & CO. | 26,671 | $546K | 0.0% | +27.3% | 0.000% | |
7/25/2025 | CWM LLC | 17,149 | $351K | 0.0% | +17.1% | 0.000% | |
7/24/2025 | West Bancorporation Inc. | 12,096 | $248K | 0.2% | -24.4% | 0.000% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,761 | $36K | 0.0% | N/A | 0.000% | |
7/18/2025 | Truist Financial Corp | 52,109 | $1.07M | 0.0% | +10.9% | 0.000% | |
7/16/2025 | Exeter Financial LLC | 557,569 | $11.42M | 5.1% | +4.8% | 0.000% | |
7/15/2025 | North Star Investment Management Corp. | 176,814 | $3.62M | 0.3% | -1.1% | 0.000% | |
7/14/2025 | Opal Wealth Advisors LLC | 22,688 | $465K | 0.1% | +3.1% | 0.000% | |
5/19/2025 | Smith Asset Management Co. LLC | 163,234 | $3.15M | 3.0% | N/A | 0.000% | |
5/16/2025 | NewEdge Advisors LLC | 13,393 | $259K | 0.0% | -8.8% | 0.000% | |
5/16/2025 | Integrated Wealth Concepts LLC | 146,587 | $2.83M | 0.0% | +104.1% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 263,292 | $5.09M | 0.0% | -1.1% | 0.000% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 6,581 | $127K | 0.0% | +14.4% | 0.000% | |
5/14/2025 | Compound Planning Inc. | 26,785 | $517K | 0.0% | +18.2% | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 247,504 | $4.78M | 0.0% | -0.7% | 0.000% | |
5/12/2025 | Invesco Ltd. | 364,676 | $7.05M | 0.0% | +1.9% | 0.000% | |
5/12/2025 | Benjamin Edwards Inc. | 12,479 | $241K | 0.0% | +18.7% | 0.000% | |
5/12/2025 | Wolverine Asset Management LLC | 42,186 | $815K | 0.0% | N/A | 0.000% | |
5/9/2025 | Cornerstone Advisors LLC | 33,527 | $648K | 0.0% | +2.4% | 0.000% | |
5/9/2025 | Shaker Financial Services LLC | 91,456 | $1.77M | 0.7% | -23.2% | 0.000% | |
5/7/2025 | LPL Financial LLC | 156,684 | $3.03M | 0.0% | +4.5% | 0.000% | |
5/5/2025 | Kestra Private Wealth Services LLC | 23,894 | $462K | 0.0% | +6.3% | 0.000% | |
5/2/2025 | Larson Financial Group LLC | 3,325 | $64K | 0.0% | N/A | 0.000% | |
4/29/2025 | Heritage Wealth Management Inc. | 55,542 | $1.07M | 0.4% | -2.6% | 0.000% | |
4/28/2025 | D.A. Davidson & CO. | 20,956 | $405K | 0.0% | +5.4% | 0.000% | |
4/28/2025 | Private Trust Co. NA | 2,855 | $55K | 0.0% | N/A | 0.000% | |
4/25/2025 | West Bancorporation Inc. | 16,006 | $309K | 0.2% | -3.7% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 23,811 | $460K | 0.0% | -3.6% | 0.000% | |
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4/17/2025 | North Star Investment Management Corp. | 178,828 | $3.46M | 0.3% | +5.3% | 0.000% | |
4/14/2025 | Farther Finance Advisors LLC | 1,600 | $31K | 0.0% | N/A | 0.000% | |
4/4/2025 | Exeter Financial LLC | 532,214 | $10.28M | 4.6% | +0.6% | 0.000% | |
2/17/2025 | Waverly Advisors LLC | 46,251 | $958K | 0.0% | N/A | 0.000% | |
2/17/2025 | Bank of America Corp DE | 17,573 | $364K | 0.0% | -3.7% | 0.000% | |
2/17/2025 | Benjamin Edwards Inc. | 10,517 | $218K | 0.0% | -11.7% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 66,251 | $1.37M | 0.0% | +8.5% | 0.000% | |
2/14/2025 | South Plains Financial Inc. | 5,324 | $110K | 0.1% | N/A | 0.000% | |
2/14/2025 | Comerica Bank | 14,440 | $299K | 0.0% | -14.3% | 0.000% | |
2/14/2025 | Integrated Wealth Concepts LLC | 71,833 | $1.49M | 0.0% | -2.0% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 119,142 | $2.47M | 0.9% | +1.0% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 14,693 | $304K | 0.0% | +20.5% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 375,082 | $7.77M | 0.1% | +5.0% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 249,205 | $5.16M | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 357,826 | $7.41M | 0.0% | +22.3% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 67,924 | $1.41M | 0.0% | +5.8% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 618,733 | $12.81M | 0.0% | +2.9% | 0.000% | |
2/11/2025 | LPL Financial LLC | 149,978 | $3.11M | 0.0% | +3.0% | 0.000% | |
2/10/2025 | Centurion Wealth Management LLC | 27,827 | $576K | 0.2% | -2.2% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 48,738 | $1.01M | 0.0% | +15.0% | 0.000% | |
2/7/2025 | Cornerstone Advisors LLC | 32,754 | $678K | 0.0% | +118.6% | 0.000% | |
2/7/2025 | PNC Financial Services Group Inc. | 6,291 | $130K | 0.0% | -42.1% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 249,205 | $5.16M | 0.0% | N/A | 0.000% | |
1/31/2025 | D.A. Davidson & CO. | 19,873 | $412K | 0.0% | +6.0% | 0.000% | |
1/31/2025 | Truist Financial Corp | 46,177 | $956K | 0.0% | +11.5% | 0.000% | |
1/30/2025 | Maryland Capital Advisors Inc. | 3,731 | $77K | 0.0% | -37.2% | 0.000% | |
1/29/2025 | Opal Wealth Advisors LLC | 22,522 | $466K | 0.1% | -2.9% | 0.000% | |
1/28/2025 | Kestra Private Wealth Services LLC | 22,483 | $466K | 0.0% | +21.0% | 0.000% | |
1/28/2025 | Moloney Securities Asset Management LLC | 12,544 | $260K | 0.0% | +7.3% | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 24,711 | $512K | 0.0% | N/A | 0.000% | |
1/17/2025 | Atomi Financial Group Inc. | 22,656 | $469K | 0.0% | +6.4% | 0.000% | |
1/16/2025 | Koshinski Asset Management Inc. | 15,612 | $323K | 0.0% | +10.0% | 0.000% | |
1/13/2025 | Exeter Financial LLC | 529,027 | $10.96M | 5.0% | -0.2% | 0.000% | |
1/8/2025 | International Assets Investment Management LLC | 10,694 | $219K | 0.0% | -95.1% | 0.000% | |
11/15/2024 | Integrated Wealth Concepts LLC | 73,307 | $1.49M | 0.0% | +2.0% | 0.000% | |
11/15/2024 | Benjamin Edwards Inc. | 11,917 | $242K | 0.0% | N/A | 0.000% | |
11/13/2024 | D.A. Davidson & CO. | 18,749 | $381K | 0.0% | +62.9% | 0.000% | |
11/12/2024 | Raymond James Trust N.A. | 17,425 | $354K | 0.0% | +4.5% | 0.000% | |
11/8/2024 | Cornerstone Advisors LLC | 14,985 | $305K | 0.0% | +15.2% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 144,936 | $2.95M | 0.1% | -17.7% | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 117,985 | $2.40M | 0.9% | -26.1% | 0.000% | |
10/30/2024 | Moloney Securities Asset Management LLC | 11,692 | $238K | 0.0% | +16.7% | 0.000% | |
10/24/2024 | West Bancorporation Inc. | 16,621 | $338K | 0.2% | +6.6% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 217,449 | $44.23M | 0.0% | +1,934.5% | 0.000% | |
10/22/2024 | Maryland Capital Advisors Inc. | 5,939 | $121K | 0.1% | -9.7% | 0.000% | |
10/18/2024 | Raymond James & Associates | 174,301 | $3.55M | 0.0% | -10.4% | 0.000% | |
10/16/2024 | Opal Wealth Advisors LLC | 23,190 | $472K | 0.1% | -22.9% | 0.000% | |
10/8/2024 | Atomi Financial Group Inc. | 21,290 | $433K | 0.0% | +10.8% | 0.000% | |
9/9/2024 | Heritage Wealth Management Inc. | 57,042 | $1.14M | 0.4% | N/A | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 16,769 | $308K | 0.0% | N/A | 0.000% | |
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8/21/2024 | Truist Financial Corp | 34,451 | $686K | 0.0% | +12.9% | 0.000% | |
8/9/2024 | Cornerstone Advisors LLC | 13,012 | $259K | 0.0% | N/A | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 159,671 | $3.18M | 1.3% | -24.0% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 46,286 | $922K | 0.0% | -10.1% | 0.000% | |
7/30/2024 | Moloney Securities Asset Management LLC | 10,016 | $200K | 0.0% | N/A | 0.000% | |
7/30/2024 | International Assets Investment Management LLC | 10,688 | $213K | 0.0% | -6.1% | 0.000% | |
7/26/2024 | West Bancorporation Inc. | 15,596 | $311K | 0.2% | +51.5% | 0.000% | |
7/26/2024 | Atomi Financial Group Inc. | 19,221 | $383K | 0.0% | N/A | 0.000% | |
7/25/2024 | Raymond James Trust N.A. | 16,675 | $332K | 0.0% | +8.9% | 0.000% | |
7/19/2024 | Raymond James & Associates | 194,606 | $3.88M | 0.0% | -12.8% | 0.000% | |