5/1/2024 | SeaBridge Investment Advisors LLC | 464,352 | $2.23M | 0.6% | +5.6% | 0.972% | |
4/30/2024 | Hartline Investment Corp | 22,466 | $108K | 0.0% | N/A | 0.047% | |
4/30/2024 | Commonwealth Equity Services LLC | 162,501 | $782K | 0.0% | -57.4% | 0.340% | |
4/26/2024 | Riverbridge Partners LLC | 141,752 | $682K | 0.0% | +2.5% | 0.297% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 307,567 | $1.48M | 0.0% | -1.8% | 0.644% | |
4/22/2024 | Raymond James & Associates | 985,051 | $4.74M | 0.0% | +5.6% | 2.062% | |
|
4/17/2024 | Hennion & Walsh Asset Management Inc. | 42,692 | $205K | 0.0% | -11.3% | 0.089% | |
3/27/2024 | Nomura Holdings Inc. | 23,598 | $108K | 0.0% | N/A | 0.049% | |
3/22/2024 | PNC Financial Services Group Inc. | 13,118 | $60K | 0.0% | -31.4% | 0.027% | |
2/13/2024 | 1607 Capital Partners LLC | 2,140,869 | $9.83M | 0.7% | +0.9% | 4.481% | |
2/12/2024 | Relative Value Partners Group LLC | 777,057 | $3.57M | 0.2% | +162.3% | 1.626% | |
2/8/2024 | Sheaff Brock Investment Advisors LLC | 20,000 | $92K | 0.0% | N/A | 0.042% | |
2/8/2024 | MB Generational Wealth LLC | 16,916 | $78K | 0.1% | N/A | 0.035% | |
2/7/2024 | Forum Financial Management LP | 10,000 | $46K | 0.0% | N/A | 0.021% | |
2/6/2024 | Avidian Wealth Solutions LLC | 11,653 | $53K | 0.0% | -23.1% | 0.024% | |
2/5/2024 | Stonebrook Private Inc. | 41,702 | $191K | 0.1% | N/A | 0.087% | |
2/1/2024 | Sigma Planning Corp | 11,861 | $54K | 0.0% | -71.7% | 0.025% | |
1/31/2024 | Institute for Wealth Management LLC. | 53,123 | $244K | 0.0% | -51.6% | 0.111% | |
1/25/2024 | SeaBridge Investment Advisors LLC | 439,905 | $2.02M | 0.6% | +4.7% | 0.921% | |
1/24/2024 | International Assets Investment Management LLC | 212,893 | $977K | 0.0% | +310.6% | 0.446% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 313,360 | $1.44M | 0.0% | -1.5% | 0.656% | |
1/16/2024 | Raymond James & Associates | 933,097 | $4.28M | 0.0% | +7.9% | 1.953% | |
1/12/2024 | RDA Financial Network | 43,372 | $199K | 0.1% | +9.2% | 0.091% | |
1/11/2024 | Whitener Capital Management Inc. | 38,335 | $176K | 0.1% | +45.0% | 0.080% | |
1/9/2024 | Northside Capital Management LLC | 1,131,225 | $5.19M | 1.6% | -3.8% | 2.368% | |
11/15/2023 | 1607 Capital Partners LLC | 2,122,669 | $9.72M | 0.7% | +9.6% | 4.443% | |
11/8/2023 | ProVise Management Group LLC | 15,401 | $71K | 0.0% | -18.3% | 0.032% | |
11/8/2023 | Landscape Capital Management L.L.C. | 17,361 | $80K | 0.0% | -38.1% | 0.036% | |
11/4/2023 | NBC Securities Inc. | 9,719 | $44K | 0.0% | N/A | 0.020% | |
11/2/2023 | Whitener Capital Management Inc. | 26,445 | $121K | 0.0% | +46.1% | 0.055% | |
10/30/2023 | Private Management Group Inc. | 15,571 | $71K | 0.0% | N/A | 0.033% | |
10/26/2023 | SeaBridge Investment Advisors LLC | 420,246 | $1.93M | 0.6% | +1.6% | 0.880% | |
10/24/2023 | Raymond James & Associates | 864,452 | $3.96M | 0.0% | +20.6% | 1.809% | |
10/23/2023 | Commonwealth Equity Services LLC | 387,483 | $1.78M | 0.0% | -2.0% | 0.811% | |
10/16/2023 | Riverbridge Partners LLC | 136,574 | $626K | 0.0% | +13.9% | 0.286% | |
10/13/2023 | Institute for Wealth Management LLC. | 109,679 | $502K | 0.1% | -11.2% | 0.230% | |
10/11/2023 | Transform Wealth LLC | 72,848 | $338K | 0.0% | -48.4% | 0.152% | |
8/14/2023 | First Foundation Advisors | 140,163 | $649K | 0.0% | +141.9% | 0.293% | |
8/11/2023 | Landscape Capital Management L.L.C. | 28,036 | $130K | 0.0% | N/A | 0.059% | |
8/10/2023 | Commonwealth Equity Services LLC | 395,247 | $1.83M | 0.0% | +41.8% | 0.827% | |
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8/10/2023 | Cary Street Partners Investment Advisory LLC | 44,174 | $205K | 0.0% | -13.2% | 0.092% | |
8/10/2023 | Sit Investment Associates Inc. | 5,039,620 | $23.33M | 0.6% | +3.2% | 10.548% | |
8/3/2023 | Atria Wealth Solutions Inc. | 20,959 | $97K | 0.0% | -12.8% | 0.044% | |
8/2/2023 | Sigma Planning Corp | 41,658 | $193K | 0.0% | -10.7% | 0.087% | |
7/28/2023 | SeaBridge Investment Advisors LLC | 413,567 | $1.92M | 0.6% | +13.9% | 0.866% | |
7/26/2023 | Institute for Wealth Management LLC. | 123,479 | $572K | 0.1% | -5.7% | 0.258% | |
7/26/2023 | Riverbridge Partners LLC | 119,869 | $555K | 0.0% | -7.3% | 0.251% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 319,999 | $1.48M | 0.0% | -5.6% | 0.670% | |
7/25/2023 | Raymond James & Associates | 716,620 | $3.32M | 0.0% | -1.3% | 1.500% | |
7/20/2023 | International Assets Investment Management LLC | 51,855 | $240K | 0.0% | +11.3% | 0.109% | |
7/14/2023 | Bartlett & Co. LLC | 12,000 | $56K | 0.0% | +71.4% | 0.025% | |
7/13/2023 | RDA Financial Network | 38,393 | $178K | 0.1% | +21.3% | 0.080% | |
7/13/2023 | Whitener Capital Management Inc. | 18,105 | $84K | 0.0% | +24.5% | 0.038% | |
6/28/2023 | Relative Value Partners Group LLC | 70,554 | $330K | 0.0% | -93.6% | 0.148% | |
5/15/2023 | Relative Value Partners Group LLC | 70,554 | $330K | 0.0% | -93.6% | 0.148% | |
5/8/2023 | Evoke Wealth LLC | 100,000 | $474K | 0.0% | N/A | 0.209% | |
5/8/2023 | Avidian Wealth Solutions LLC | 15,328 | $72K | 0.0% | N/A | 0.032% | |
5/5/2023 | Transatlantique Private Wealth LLC | 32,552 | $152K | 0.1% | -21.1% | 0.068% | |
4/28/2023 | SeaBridge Investment Advisors LLC | 362,976 | $1.70M | 0.6% | +2.8% | 0.760% | |
4/21/2023 | Riverbridge Partners LLC | 129,241 | $605K | 0.0% | +2.1% | 0.270% | |
4/20/2023 | Institute for Wealth Management LLC. | 130,971 | $613K | 0.1% | -6.5% | 0.274% | |
4/14/2023 | Transform Wealth LLC | 141,296 | $670K | 0.1% | N/A | 0.296% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 339,016 | $1.59M | 0.0% | +9.8% | 0.710% | |
4/14/2023 | Raymond James & Associates | 726,327 | $3.40M | 0.0% | -2.6% | 1.520% | |
4/13/2023 | Focused Wealth Management Inc | 8,671 | $41K | 0.0% | +104.3% | 0.018% | |
4/12/2023 | Whitener Capital Management Inc. | 14,540 | $68K | 0.0% | N/A | 0.030% | |
4/12/2023 | RDA Financial Network | 31,643 | $148K | 0.1% | +8.7% | 0.066% | |
4/10/2023 | Northside Capital Management LLC | 1,176,475 | $5.51M | 1.5% | -2.9% | 2.462% | |
2/10/2023 | ProVise Management Group LLC | 16,630 | $77K | 0.0% | -10.8% | 0.035% | |
2/10/2023 | Sit Investment Associates Inc. | 5,316,198 | $24.56M | 0.7% | +26.8% | 11.126% | |
2/9/2023 | Landscape Capital Management L.L.C. | 14,785 | $68K | 0.0% | N/A | 0.031% | |
2/9/2023 | Elequin Securities LLC | 6,874 | $32K | 0.0% | N/A | 0.014% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 308,841 | $1.43M | 0.0% | -6.9% | 0.646% | |
2/8/2023 | Raymond James & Associates | 745,510 | $3.44M | 0.0% | -3.7% | 1.560% | |
2/6/2023 | Transatlantique Private Wealth LLC | 41,236 | $191K | 0.1% | -18.0% | 0.086% | |
2/2/2023 | Institute for Wealth Management LLC. | 140,038 | $647K | 0.1% | -3.3% | 0.293% | |
1/30/2023 | PFG Advisors | 28,102 | $130K | 0.0% | N/A | 0.059% | |
1/30/2023 | International Assets Investment Management LLC | 48,590 | $224K | 0.0% | +235.8% | 0.102% | |
1/19/2023 | SeaBridge Investment Advisors LLC | 353,215 | $1.63M | 0.6% | -11.1% | 0.739% | |
1/11/2023 | Riverbridge Partners LLC | 126,566 | $585K | 0.0% | +4.9% | 0.265% | |
1/10/2023 | RDA Financial Network | 29,113 | $135K | 0.1% | +18.4% | 0.061% | |
11/15/2022 | Cary Street Partners Investment Advisory LLC | 88,900 | $420K | 0.0% | +23.0% | 0.186% | |
11/15/2022 | 1607 Capital Partners LLC | 1,820,199 | $8.59M | 0.7% | -1.3% | 3.809% | |
11/14/2022 | Hennion & Walsh Asset Management Inc. | 53,508 | $253K | 0.0% | +75.9% | 0.112% | |
11/10/2022 | Relative Value Partners Group LLC | 1,178,739 | $5.56M | 0.5% | -10.5% | 2.467% | |
11/3/2022 | SeaBridge Investment Advisors LLC | 397,100 | $1.87M | 0.7% | +41.0% | 0.831% | |
10/31/2022 | International Assets Investment Management LLC | 14,472 | $68K | 0.0% | N/A | 0.030% | |
10/26/2022 | Riverbridge Partners LLC | 120,684 | $570K | 0.0% | +2.4% | 0.253% | |
10/25/2022 | Raymond James & Associates | 773,976 | $3.65M | 0.0% | -10.0% | 1.620% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 331,669 | $1.57M | 0.0% | -5.6% | 0.694% | |
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8/29/2022 | Riverbridge Partners LLC | 117,804 | $569K | 0.0% | N/A | 0.247% | |
8/12/2022 | First Foundation Advisors | 207,106 | $1M | 0.0% | +16.9% | 0.434% | |
8/11/2022 | Cetera Investment Advisers | 12,559 | $61K | 0.0% | N/A | 0.026% | |
8/11/2022 | Sit Investment Associates Inc. | 3,339,271 | $16.13M | 0.5% | +18.4% | 6.994% | |
8/9/2022 | SeaCrest Wealth Management LLC | 5,758 | $28K | 0.0% | N/A | 0.012% | |
8/8/2022 | Integrated Wealth Concepts LLC | 15,900 | $77K | 0.0% | N/A | 0.033% | |
8/4/2022 | Steward Partners Investment Advisory LLC | 67,843 | $328K | 0.0% | +10.2% | 0.142% | |
8/1/2022 | Transatlantique Private Wealth LLC | 48,832 | $236K | 0.2% | N/A | 0.102% | |
7/29/2022 | SeaBridge Investment Advisors LLC | 281,580 | $1.36M | 0.4% | +3.6% | 0.590% | |
7/25/2022 | Institute for Wealth Management LLC. | 145,936 | $705K | 0.1% | -6.6% | 0.306% | |