8/1/2025 | Transcend Capital Advisors LLC | 12,033 | $393K | 0.0% | +5.6% | 0.158% | |
7/31/2025 | Peapod Lane Capital LLC | 131,265 | $4.29M | 4.3% | +0.3% | 1.718% | |
7/18/2025 | Naples Global Advisors LLC | 52,573 | $1.72M | 0.1% | -3.5% | 0.688% | |
7/17/2025 | Oak Family Advisors LLC | 46,848 | $1.53M | 0.5% | N/A | 0.613% | |
6/27/2025 | Goldman Sachs Group Inc. | 19,015 | $567K | 0.0% | -3.7% | 0.249% | |
5/28/2025 | Ellsworth Advisors LLC | 22,028 | $657K | 0.2% | N/A | 0.288% | |
5/16/2025 | Goldman Sachs Group Inc. | 19,015 | $567K | 0.0% | -3.7% | 0.249% | |
5/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 16,695 | $498K | 0.1% | +99.7% | 0.219% | |
5/13/2025 | Penn Mutual Asset Management | 21,000 | $627K | 1.2% | N/A | 0.275% | |
5/13/2025 | Russell Investments Group Ltd. | 29,513 | $881K | 0.0% | +4,016.2% | 0.386% | |
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5/12/2025 | Nuveen LLC | 5,955 | $178K | 0.0% | N/A | 0.078% | |
5/12/2025 | Invesco Ltd. | 19,169 | $572K | 0.0% | +8.2% | 0.251% | |
5/12/2025 | Covestor Ltd | 2,439 | $73K | 0.0% | N/A | 0.032% | |
5/9/2025 | Deutsche Bank AG | 5,272 | $157K | 0.0% | N/A | 0.069% | |
5/9/2025 | Pacific Ridge Capital Partners LLC | 304,058 | $9.07M | 2.4% | -2.2% | 3.981% | |
5/9/2025 | PNC Financial Services Group Inc. | 2,591 | $77K | 0.0% | +21.8% | 0.034% | |
5/8/2025 | Monaco Asset Management SAM | 22,005 | $657K | 0.1% | N/A | 0.288% | |
5/7/2025 | Allen Investment Management LLC | 21,106 | $630K | 0.0% | -47.7% | 0.276% | |
5/7/2025 | Prescott Group Capital Management L.L.C. | 20,000 | $597K | 0.1% | N/A | 0.262% | |
5/6/2025 | Towerview LLC | 115,000 | $3.43M | 2.5% | -46.6% | 1.506% | |
5/1/2025 | New York State Common Retirement Fund | 2,760 | $82K | 0.0% | -38.1% | 0.036% | |
4/30/2025 | Peapod Lane Capital LLC | 130,831 | $3.90M | 4.4% | +0.4% | 1.713% | |
4/29/2025 | Bank of New York Mellon Corp | 41,408 | $1.24M | 0.0% | -2.9% | 0.542% | |
4/28/2025 | Redmont Wealth Advisors LLC | 12,870 | $384K | 0.7% | -30.9% | 0.168% | |
4/24/2025 | Transcend Capital Advisors LLC | 11,394 | $340K | 0.0% | +6.8% | 0.149% | |
4/21/2025 | Abundance Wealth Counselors | 19,776 | $590K | 0.1% | +79.4% | 0.259% | |
4/21/2025 | CWA Asset Management Group LLC | 108,325 | $3.23M | 0.2% | N/A | 1.418% | |
4/16/2025 | Accordant Advisory Group Inc | 43,881 | $1.31M | 1.3% | +76.8% | 0.575% | |
4/7/2025 | GAMMA Investing LLC | 2,298 | $69K | 0.0% | +8,107.1% | 0.030% | |
2/17/2025 | Squarepoint Ops LLC | 26,044 | $675K | 0.0% | N/A | 0.341% | |
2/17/2025 | JCP Investment Management LLC | 217,091 | $5.63M | 3.3% | +16.0% | 2.842% | |
2/17/2025 | Bank of America Corp DE | 18,224 | $473K | 0.0% | +12.8% | 0.239% | |
2/17/2025 | BNP Paribas Financial Markets | 1,087 | $28K | 0.0% | -26.4% | 0.014% | |
2/14/2025 | Stifel Financial Corp | 14,579 | $378K | 0.0% | +8.2% | 0.191% | |
2/14/2025 | Dimensional Fund Advisors LP | 421,738 | $10.94M | 0.0% | -2.2% | 5.523% | |
2/13/2025 | Barclays PLC | 10,686 | $277K | 0.0% | +14.5% | 0.140% | |
2/13/2025 | Wells Fargo & Company MN | 5,177 | $134K | 0.0% | +21.3% | 0.068% | |
2/13/2025 | Riverwater Partners LLC | 10,542 | $273K | 0.1% | N/A | 0.138% | |
2/12/2025 | Perritt Capital Management Inc | 5,000 | $130K | 0.1% | +66.7% | 0.065% | |
2/12/2025 | Geode Capital Management LLC | 144,925 | $3.76M | 0.0% | -0.4% | 1.897% | |
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2/12/2025 | Pacific Ridge Capital Partners LLC | 310,977 | $8.06M | 1.8% | +39.2% | 4.070% | |
2/12/2025 | JPMorgan Chase & Co. | 29,670 | $769K | 0.0% | +125.8% | 0.388% | |
2/7/2025 | Moors & Cabot Inc. | 8,760 | $227K | 0.0% | -16.7% | 0.115% | |
2/6/2025 | Bard Associates Inc. | 58,429 | $1.52M | 0.5% | +6.8% | 0.765% | |
2/4/2025 | Bank of New York Mellon Corp | 42,637 | $1.11M | 0.0% | -22.8% | 0.558% | |
2/3/2025 | Transcend Capital Advisors LLC | 10,670 | $277K | 0.0% | +6.8% | 0.140% | |
1/30/2025 | Rhumbline Advisers | 10,997 | $285K | 0.0% | -5.2% | 0.144% | |
1/29/2025 | Peapod Lane Capital LLC | 130,370 | $3.38M | 3.4% | N/A | 1.706% | |
1/29/2025 | Naples Global Advisors LLC | 54,425 | $1.41M | 0.1% | -6.4% | 0.712% | |
1/28/2025 | Empowered Funds LLC | 16,607 | $431K | 0.0% | +5.1% | 0.217% | |
1/24/2025 | Oak Family Advisors LLC | 72,243 | $1.87M | 0.7% | -33.7% | 0.946% | |
1/24/2025 | Abundance Wealth Counselors | 11,021 | $286K | 0.1% | N/A | 0.144% | |
1/17/2025 | Redmont Wealth Advisors LLC | 18,614 | $483K | 0.8% | -4.9% | 0.244% | |
12/26/2024 | JPMorgan Chase & Co. | 13,140 | $368K | 0.0% | +50.9% | 0.172% | |
11/19/2024 | Barclays PLC | 9,336 | $261K | 0.0% | +229.2% | 0.122% | |
11/16/2024 | Geode Capital Management LLC | 145,535 | $4.07M | 0.0% | +6.9% | 1.910% | |
11/15/2024 | Barclays PLC | 9,336 | $261K | 0.0% | +229.2% | 0.123% | |
11/15/2024 | State Street Corp | 109,974 | $3.08M | 0.0% | +2.1% | 1.443% | |
11/15/2024 | Stifel Financial Corp | 13,474 | $377K | 0.0% | -4.6% | 0.177% | |
11/15/2024 | Polar Asset Management Partners Inc. | 51,574 | $1.44M | 0.0% | -58.9% | 0.677% | |
11/15/2024 | Harbor Advisors LLC | 7,703 | $215K | 0.0% | N/A | 0.101% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 19,185 | $537K | 0.0% | +3.8% | 0.252% | |
11/8/2024 | Moors & Cabot Inc. | 10,510 | $294K | 0.0% | -3.7% | 0.138% | |
11/6/2024 | Empowered Funds LLC | 15,797 | $442K | 0.0% | +5.4% | 0.207% | |
11/6/2024 | Bard Associates Inc. | 54,684 | $1.53M | 0.5% | +1.5% | 0.718% | |
10/24/2024 | Nisa Investment Advisors LLC | 1,194 | $33K | 0.0% | -55.3% | 0.016% | |
10/22/2024 | Accordant Advisory Group Inc | 24,657 | $690K | 0.5% | +49.6% | 0.323% | |
10/17/2024 | Redmont Wealth Advisors LLC | 19,577 | $548K | 0.8% | -12.4% | 0.257% | |
8/16/2024 | Pacific Ridge Capital Partners LLC | 206,504 | $5.35M | 1.3% | +2.1% | 2.709% | |
8/9/2024 | Moors & Cabot Inc. | 10,915 | $283K | 0.0% | -5.2% | 0.143% | |
8/9/2024 | Dimensional Fund Advisors LP | 429,309 | $11.12M | 0.0% | +2.0% | 5.631% | |
8/5/2024 | Acuitas Investments LLC | 88,513 | $2.29M | 1.2% | +19.3% | 1.162% | |
8/2/2024 | CM Management LLC | 225,000 | $5.83M | 5.2% | +4.7% | 2.953% | |
7/26/2024 | LDR Capital Management LLC | 13,110 | $340K | 0.3% | -36.2% | 0.172% | |
7/26/2024 | Bank of New York Mellon Corp | 60,233 | $1.56M | 0.0% | +1.4% | 0.790% | |
7/23/2024 | Oak Family Advisors LLC | 131,250 | $3.40M | 1.2% | -1.0% | 1.722% | |
7/19/2024 | Accordant Advisory Group Inc | 16,481 | $427K | 0.4% | +23.0% | 0.216% | |
7/18/2024 | Naples Global Advisors LLC | 57,050 | $1.48M | 0.1% | +8.5% | 0.749% | |
7/10/2024 | Redmont Wealth Advisors LLC | 22,354 | $579K | 0.9% | -19.6% | 0.293% | |
7/2/2024 | Transcend Capital Advisors LLC | 9,267 | $240K | 0.0% | +7.4% | 0.122% | |
5/15/2024 | Quadrature Capital Ltd | 7,390 | $217K | 0.0% | N/A | 0.097% | |
5/14/2024 | Advisors Asset Management Inc. | 10,121 | $296K | 0.0% | -52.2% | 0.133% | |
5/14/2024 | EntryPoint Capital LLC | 3,387 | $99K | 0.1% | N/A | 0.044% | |
5/10/2024 | Vanguard Group Inc. | 160,913 | $4.71M | 0.0% | +57.0% | 2.111% | |
5/9/2024 | Pacific Ridge Capital Partners LLC | 202,273 | $5.92M | 1.3% | -2.9% | 2.654% | |
5/9/2024 | Monaco Asset Management SAM | 21,532 | $630K | 0.2% | -38.6% | 0.283% | |
5/7/2024 | Empowered Funds LLC | 13,913 | $407K | 0.0% | +8.2% | 0.183% | |
5/2/2024 | LDR Capital Management LLC | 20,541 | $601K | 0.4% | +16.9% | 0.270% | |
5/1/2024 | BNP Paribas Financial Markets | 3,582 | $105K | 0.0% | +80.1% | 0.047% | |
4/30/2024 | Naples Global Advisors LLC | 52,600 | $1.54M | 0.2% | -4.1% | 0.690% | |
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4/24/2024 | Oak Family Advisors LLC | 132,512 | $3.88M | 1.5% | -6.3% | 1.739% | |
4/22/2024 | Accordant Advisory Group Inc | 13,394 | $392K | 0.3% | N/A | 0.176% | |
2/15/2024 | Gate City Capital Management LLC | 707,802 | $20.58M | 19.6% | N/A | 9.289% | |
2/12/2024 | Pacific Ridge Capital Partners LLC | 208,207 | $6.06M | 1.2% | -3.4% | 2.732% | |
2/9/2024 | Franklin Resources Inc. | 103,315 | $3.00M | 0.0% | -5.2% | 1.356% | |
2/7/2024 | Monaco Asset Management SAM | 35,045 | $1.02M | 0.3% | -12.0% | 0.460% | |
2/5/2024 | Transcend Capital Advisors LLC | 7,988 | $232K | 0.0% | N/A | 0.105% | |
2/1/2024 | Harbor Advisors LLC | 7,703 | $224K | 0.0% | N/A | 0.101% | |
2/1/2024 | Towerview LLC | 215,303 | $6.26M | 3.8% | +8.0% | 2.827% | |
1/31/2024 | Redmont Wealth Advisors LLC | 27,809 | $809K | 1.2% | +22.2% | 0.365% | |