5/5/2025 | Private Advisor Group LLC | 12,364 | $35K | 0.0% | N/A | 0.038% | |
4/28/2025 | D.A. Davidson & CO. | 614,272 | $1.76M | 0.0% | -8.5% | 1.908% | |
2/17/2025 | Millennium Management LLC | 11,028 | $26K | 0.0% | N/A | 0.034% | |
2/17/2025 | Focus Partners Wealth | 70,000 | $162K | 0.0% | N/A | 0.217% | |
2/17/2025 | Bank of America Corp DE | 210,257 | $488K | 0.0% | -3.2% | 0.653% | |
2/14/2025 | Jane Street Group LLC | 28,846 | $67K | 0.0% | N/A | 0.090% | |
2/14/2025 | Northern Trust Corp | 66,682 | $155K | 0.0% | -6.1% | 0.207% | |
2/14/2025 | Long Focus Capital Management LLC | 147,360 | $342K | 0.0% | -11.1% | 0.458% | |
2/13/2025 | Renaissance Technologies LLC | 14,573 | $34K | 0.0% | +36.5% | 0.045% | |
2/11/2025 | LPL Financial LLC | 42,937 | $100K | 0.0% | +37.2% | 0.133% | |
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2/7/2025 | Prosperity Wealth Management Inc. | 23,100 | $54K | 0.0% | N/A | 0.072% | |
2/6/2025 | Mission Wealth Management LP | 469,517 | $1.09M | 0.0% | -7.9% | 1.458% | |
1/8/2025 | International Assets Investment Management LLC | 11,000 | $26K | 0.0% | -70.9% | 0.034% | |
11/20/2024 | Westside Investment Management Inc. | 35,000 | $110K | 0.0% | +151.8% | 0.109% | |
11/20/2024 | Virtu Financial LLC | 10,786 | $34K | 0.0% | N/A | 0.034% | |
11/13/2024 | D.A. Davidson & CO. | 671,072 | $2.11M | 0.0% | -8.9% | 2.085% | |
11/4/2024 | Tyler Stone Wealth Management | 42,016 | $132K | 0.0% | +100.0% | 0.131% | |
10/22/2024 | International Assets Investment Management LLC | 37,800 | $1.19M | 0.0% | +170.0% | 0.118% | |
8/12/2024 | Concorde Asset Management LLC | 13,969 | $31K | 0.0% | N/A | 0.044% | |
8/9/2024 | Dimensional Fund Advisors LP | 17,544 | $39K | 0.0% | -17.2% | 0.055% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 22,500 | $50K | 0.0% | +50.0% | 0.070% | |
7/26/2024 | Bank of New York Mellon Corp | 73,050 | $161K | 0.0% | -16.1% | 0.228% | |
5/20/2024 | Virtu Financial LLC | 16,156 | $50K | 0.0% | +47.2% | 0.051% | |
5/6/2024 | Staley Capital Advisers Inc. | 10,000 | $31K | 0.0% | N/A | 0.031% | |
4/24/2024 | Simplicity Wealth LLC | 13,969 | $44K | 0.0% | N/A | 0.044% | |
1/24/2024 | International Assets Investment Management LLC | 54,320 | $2.11M | 0.0% | +274.6% | 0.171% | |
11/9/2023 | UBS Group AG | 604,439 | $1.98M | 0.0% | -4.7% | 1.945% | |
10/24/2023 | Dakota Wealth Management | 15,000 | $49K | 0.0% | N/A | 0.048% | |
10/24/2023 | Mission Wealth Management LP | 501,168 | $1.64M | 0.1% | N/A | 1.613% | |
7/25/2023 | Concorde Asset Management LLC | 15,481 | $50K | 0.0% | N/A | 0.050% | |
7/14/2023 | Westside Investment Management Inc. | 13,800 | $44K | 0.0% | N/A | 0.045% | |
5/1/2023 | Virtu Financial LLC | 18,409 | $79K | 0.0% | N/A | 0.060% | |
4/27/2023 | Simplicity Solutions LLC | 15,481 | $67K | 0.0% | N/A | 0.050% | |
4/19/2023 | International Assets Investment Management LLC | 14,500 | $62K | 0.0% | +31.8% | 0.047% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 40,100 | $170K | 0.0% | +167.3% | 0.130% | |
2/7/2023 | Nations Financial Group Inc. IA ADV | 13,000 | $55K | 0.0% | N/A | 0.042% | |
1/30/2023 | International Assets Investment Management LLC | 11,000 | $47K | 0.0% | N/A | 0.036% | |
11/10/2022 | UBS Group AG | 621,691 | $3.06M | 0.0% | +2.7% | 2.028% | |
10/25/2022 | Raymond James & Associates | 60,846 | $299K | 0.0% | -7.1% | 0.198% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 15,000 | $74K | 0.0% | N/A | 0.049% | |
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7/22/2022 | Gemmer Asset Management LLC | 35,000 | $107K | 0.0% | N/A | 0.115% | |
4/28/2022 | Keybank National Association OH | 15,510 | $42K | 0.0% | N/A | 0.051% | |
2/22/2022 | Tyler Stone Wealth Management | 21,008 | $62K | 0.0% | N/A | 0.070% | |
2/14/2022 | Long Focus Capital Management LLC | 21,297 | $63K | 0.0% | N/A | 0.071% | |
2/10/2022 | B. Riley Wealth Management Inc. | 17,000 | $50K | 0.0% | +41.7% | 0.056% | |
2/8/2022 | Raymond James & Associates | 56,902 | $169K | 0.0% | +10.4% | 0.189% | |
11/16/2021 | Adirondack Trust Co. | 7,000 | $33K | 0.0% | N/A | 0.023% | |
11/15/2021 | Marshall Wace LLP | 41,973 | $200K | 0.0% | N/A | 0.140% | |
11/12/2021 | Renaissance Technologies LLC | 212,200 | $1.01M | 0.0% | +70.4% | 0.709% | |
11/12/2021 | Geode Capital Management LLC | 263,951 | $1.26M | 0.0% | +23.5% | 0.881% | |
11/9/2021 | BlackRock Inc. | 110,292 | $525K | 0.0% | -6.6% | 0.368% | |
11/2/2021 | Raymond James & Associates | 51,550 | $246K | 0.0% | -4.6% | 0.172% | |
11/1/2021 | Cedar Brook Financial Partners LLC | 10,000 | $48K | 0.0% | N/A | 0.033% | |
10/22/2021 | Spire Wealth Management | 14,500 | $69K | 0.0% | -17.1% | 0.048% | |
10/8/2021 | Wealth Alliance Advisory Group LLC | 16,413 | $78K | 0.0% | N/A | 0.055% | |
8/16/2021 | State Street Corp | 23,287 | $90K | 0.0% | N/A | 0.078% | |
8/13/2021 | Renaissance Technologies LLC | 124,499 | $483K | 0.0% | N/A | 0.416% | |
8/13/2021 | Northern Trust Corp | 61,282 | $238K | 0.0% | +24.8% | 0.205% | |
8/13/2021 | Geode Capital Management LLC | 213,804 | $829K | 0.0% | +26.5% | 0.714% | |
8/13/2021 | Vanguard Group Inc. | 1,302,231 | $5.05M | 0.0% | +1.7% | 4.348% | |
8/11/2021 | Bank of New York Mellon Corp | 43,302 | $168K | 0.0% | -15.0% | 0.145% | |
5/21/2021 | Citadel Advisors LLC | 19,682 | $92K | 0.0% | +35.8% | 0.063% | |
5/18/2021 | Citadel Advisors LLC | 19,682 | $92K | 0.0% | +35.8% | 0.063% | |
5/18/2021 | Jane Street Group LLC | 26,093 | $122K | 0.0% | N/A | 0.083% | |
5/14/2021 | Stifel Financial Corp | 20,000 | $94K | 0.0% | N/A | 0.064% | |
5/13/2021 | Barclays PLC | 9,998 | $47K | 0.0% | N/A | 0.032% | |
5/12/2021 | Geode Capital Management LLC | 168,958 | $790K | 0.0% | +51.1% | 0.538% | |
5/7/2021 | BlackRock Inc. | 102,220 | $478K | 0.0% | +8.8% | 0.325% | |