5/22/2023 | Ameriprise Financial Inc. | 37,774 | $0.78M | 0.0% | -7.1% | 0.547% | |
5/18/2023 | JPMorgan Chase & Co. | 2,345 | $49K | 0.0% | +35.0% | 0.034% | |
5/12/2023 | OLD Mission Capital LLC | 14,945 | $0.31M | 0.0% | +532.2% | 0.217% | |
5/1/2023 | Family Firm Inc. | 92,293 | $1.91M | 0.5% | +3.3% | 1.338% | |
3/6/2023 | OLD Mission Capital LLC | 2,364 | $50K | 0.0% | -82.4% | 0.034% | |
2/7/2023 | Family Firm Inc. | 89,319 | $1.88M | 0.5% | -1.1% | 1.294% | |
|
2/7/2023 | Hollencrest Capital Management | 3,127 | $66K | 0.0% | N/A | 0.045% | |
2/6/2023 | Agilis Partners LLC | 46,385 | $0.98M | 0.5% | +15.0% | 0.672% | |
12/8/2022 | Bank of New York Mellon Corp | 26,640 | $0.51M | 0.0% | -13.5% | 0.329% | |
11/15/2022 | Family Firm Inc. | 90,284 | $1.72M | 0.5% | +7.2% | 1.115% | |
11/15/2022 | Bank of New York Mellon Corp | 26,640 | $0.51M | 0.0% | -13.5% | 0.329% | |
11/14/2022 | OLD Mission Capital LLC | 13,406 | $0.26M | 0.0% | N/A | 0.166% | |
5/13/2022 | Flow Traders U.S. LLC | 9,519 | $0.26M | 0.0% | N/A | 0.113% | |
5/11/2022 | Bank of New York Mellon Corp | 31,590 | $0.86M | 0.0% | -5.1% | 0.376% | |
5/11/2022 | JPMorgan Chase & Co. | 1,662 | $45K | 0.0% | +103.9% | 0.020% | |
10/25/2021 | Cerity Partners LLC | 84,341 | $2.36M | 0.1% | +18.3% | 0.879% | |
8/24/2021 | Flow Traders U.S. LLC | 11,581 | $0.34M | 0.0% | +23.5% | 0.130% | |
8/11/2021 | Baird Financial Group Inc. | 11,946 | $0.35M | 0.0% | +24.0% | 0.134% | |
8/11/2021 | Bank of New York Mellon Corp | 34,365 | $1.01M | 0.0% | -15.3% | 0.386% | |
5/18/2021 | Flow Traders U.S. LLC | 9,377 | $0.26M | 0.0% | +20.9% | 0.105% | |
5/17/2021 | Sentinel Trust Co. LBA | 8,654 | $0.24M | 0.0% | -4.1% | 0.097% | |
5/13/2021 | Bank of New York Mellon Corp | 40,562 | $1.12M | 0.0% | -4.2% | 0.456% | |
4/30/2021 | IFP Advisors Inc | 2,117 | $59K | 0.0% | -15.0% | 0.024% | |
4/13/2021 | Money Design Co. Ltd. | 1,756 | $48K | 0.0% | +396.0% | 0.020% | |
2/9/2021 | Bank of New York Mellon Corp | 42,358 | $1.15M | 0.0% | +6.9% | 0.460% | |
1/28/2021 | Comerica Bank | 11,637 | $0.31M | 0.0% | N/A | 0.126% | |
11/9/2020 | American Financial Advisors LLC | 9,544 | $0.23M | 0.0% | -4.1% | 0.096% | |
10/19/2020 | Ellis Investment Partners LLC | 12,263 | $0.29M | 0.1% | +3.9% | 0.124% | |
8/12/2020 | Bank of New York Mellon Corp | 109,652 | $2.54M | 0.0% | +56.9% | 1.034% | |
8/7/2020 | US Bancorp DE | 3,036 | $71K | 0.0% | -33.1% | 0.029% | |
8/5/2020 | IFP Advisors Inc | 2,786 | $66K | 0.0% | -85.5% | 0.026% | |
5/13/2020 | US Bancorp DE | 4,536 | $98K | 0.0% | -10.7% | 0.041% | |
5/6/2020 | Bank of New York Mellon Corp | 69,893 | $1.51M | 0.0% | +22.9% | 0.613% | |
5/1/2020 | River & Mercantile LLC | 40,333 | $0.87M | 0.8% | -11.9% | 0.354% | |
4/17/2020 | Ellis Investment Partners LLC | 11,713 | $0.24M | 0.1% | +11.9% | 0.100% | |
4/7/2020 | Edmonds Duncan Registered Investment Advisors LLC | 33,058 | $0.72M | 0.4% | +15.6% | 0.278% | |
2/14/2020 | Bank of New York Mellon Corp | 56,864 | $1.72M | 0.0% | +5.4% | 0.444% | |
2/13/2020 | Mercer Global Advisors Inc. ADV | 39,586 | $1.20M | 0.0% | -20.1% | 0.309% | |
2/11/2020 | Moneta Group Investment Advisors LLC | 23,046 | $0.70M | 0.1% | -19.8% | 0.180% | |
2/11/2020 | Sentinel Trust Co. LBA | 117,629 | $3.55M | 0.9% | -17.9% | 0.919% | |
|
2/4/2020 | Emery Howard Portfolio Management Inc. | 203,673 | $6.15M | 1.1% | +2.4% | 1.591% | |
2/4/2020 | River & Mercantile LLC | 45,786 | $1.38M | 0.7% | +8.0% | 0.358% | |
2/1/2020 | Edmonds Duncan Registered Investment Advisors LLC | 28,588 | $0.86M | 0.3% | +2.9% | 0.223% | |
1/17/2020 | IFP Advisors Inc | 21,013 | $0.64M | 0.0% | -4.5% | 0.164% | |
1/7/2020 | Ellis Investment Partners LLC | 10,466 | $0.32M | 0.1% | +4.2% | 0.082% | |
11/27/2019 | Sentinel Trust Co. LBA | 143,274 | $4.25M | 1.1% | +32.9% | 1.128% | |
11/5/2019 | Emery Howard Portfolio Management Inc. | 198,983 | $5.90M | 1.2% | -0.4% | 1.555% | |
10/31/2019 | American Financial Advisors LLC | 11,079 | $0.33M | 0.1% | -18.7% | 0.087% | |
10/18/2019 | Whittier Trust Co. of Nevada Inc. | 862 | $26K | 0.0% | -50.0% | 0.007% | |
8/16/2019 | Moneta Group Investment Advisors LLC | 53,371 | $1.59M | 0.2% | -25.0% | 0.407% | |
8/15/2019 | Sentinel Trust Co. LBA | 107,807 | $3.21M | 0.9% | -47.9% | 0.811% | |
8/13/2019 | US Bancorp DE | 5,079 | $0.15M | 0.0% | -48.9% | 0.038% | |
8/13/2019 | Moneta Group Investment Advisors LLC | 17,873 | $1.59M | 0.2% | -74.9% | 0.134% | |
8/12/2019 | Bank of New York Mellon Corp | 53,961 | $1.61M | 0.0% | +1.7% | 0.406% | |
8/10/2019 | Emery Howard Portfolio Management Inc. | 199,768 | $5.96M | 1.2% | -0.3% | 1.502% | |
6/30/2019 | Ellis Investment Partners LLC | 9,933 | $0.30M | 0.1% | -18.7% | 0.075% | |
6/30/2019 | Bessemer Group Inc. | 2,138 | $64K | 0.0% | N/A | 0.016% | |
5/7/2019 | Mid Atlantic Financial Management Inc. ADV | 43,985 | $1.34M | 0.1% | +7.4% | 0.273% | |
5/2/2019 | Joseph P. Lucia & Associates LLC | 8,055 | $0.27M | 0.0% | N/A | 0.049% | |
4/30/2019 | Emery Howard Portfolio Management Inc. | 200,288 | $6.09M | 1.3% | -1.5% | 1.221% | |
4/24/2019 | Ellis Investment Partners LLC | 379,117 | $0.38M | 0.1% | +2,954.4% | 2.312% | |
4/23/2019 | Mercer Global Advisors Inc. ADV | 16,534 | $0.50M | 0.0% | N/A | 0.101% | |
4/23/2019 | American Financial Advisors LLC | 13,722 | $0.42M | 0.1% | -35.0% | 0.084% | |
4/22/2019 | Ellis Investment Partners LLC | 100,940 | $15.84M | 6.4% | +713.2% | 0.615% | |
2/15/2019 | American Financial Advisors LLC | 21,122 | $0.57M | 0.1% | N/A | 0.123% | |
2/15/2019 | Sentinel Trust Co. LBA | 208,130 | $5.63M | 1.7% | -12.9% | 1.210% | |
2/11/2019 | Bank of New York Mellon Corp | 53,886 | $1.46M | 0.0% | +183.9% | 0.313% | |
2/11/2019 | Moneta Group Investment Advisors LLC | 70,366 | $1.90M | 0.2% | N/A | 0.409% | |
2/11/2019 | River & Mercantile LLC | 42,414 | $1.15M | 1.2% | N/A | 0.247% | |
2/7/2019 | Whittier Trust Co. of Nevada Inc. | 1,725 | $47K | 0.0% | N/A | 0.010% | |
2/5/2019 | Interactive Financial Advisors | 2,166 | $59K | 0.0% | -20.1% | 0.013% | |
2/5/2019 | Emery Howard Portfolio Management Inc. | 203,379 | $5.50M | 1.3% | -9.9% | 1.182% | |
2/1/2019 | Creative Planning | 244,499 | $6.61M | 0.0% | +1.8% | 1.389% | |
1/29/2019 | Ellis Investment Partners LLC | 12,412 | $0.34M | 0.2% | N/A | 0.071% | |
1/23/2019 | IFP Advisors Inc | 21,543 | $0.58M | 0.0% | -17.7% | 0.123% | |
11/15/2018 | Phocas Financial Corp. | 22,425 | $0.64M | 0.1% | -17.0% | 0.135% | |
11/15/2018 | Sentinel Trust Co. LBA | 239,072 | $6.85M | 1.5% | -11.6% | 1.440% | |
11/9/2018 | Emery Howard Portfolio Management Inc. | 225,751 | $6.47M | 1.3% | -1.7% | 1.360% | |
11/2/2018 | Wells Fargo & Company MN | 4,546,595 | $130.26M | 0.0% | -7.5% | 27.389% | |
11/2/2018 | Stratos Wealth Partners LTD. | 3,857 | $0.11M | 0.0% | N/A | 0.023% | |
11/1/2018 | Mission Wealth Management LP | 14,740 | $0.42M | 0.1% | +21.2% | 0.089% | |
10/25/2018 | IFP Advisors Inc | 26,182 | $0.75M | 0.0% | +14.9% | 0.161% | |
8/9/2018 | Perigon Wealth Management LLC | 16,425 | $0.48M | 0.1% | +15.0% | 0.097% | |
8/9/2018 | Emery Howard Portfolio Management Inc. | 229,575 | $6.70M | 1.4% | +0.8% | 1.350% | |
8/8/2018 | FDx Advisors Inc. | 49,815 | $1.45M | 0.1% | -9.8% | 0.293% | |
8/6/2018 | Bank of New York Mellon Corp | 20,057 | $0.59M | 0.0% | -17.5% | 0.118% | |
7/16/2018 | Bank of Montreal Can | 9,858 | $0.29M | 0.0% | N/A | 0.057% | |
7/14/2018 | Sterling Investment Advisors LLC ADV | 112,320 | $3.28M | 2.8% | -2.3% | 0.649% | |
7/10/2018 | Divergent Wealth Advisors LLC | 178,720 | $5.22M | 1.9% | +3.5% | 1.033% | |
5/15/2018 | Perigon Wealth Management LLC | 14,284 | $0.43M | 0.2% | N/A | 0.081% | |
|
5/14/2018 | Westwood Holdings Group Inc. | 5,113 | $0.15M | 0.0% | -46.0% | 0.029% | |
5/9/2018 | IFP Advisors Inc | 22,313 | $0.66M | 0.0% | -24.6% | 0.127% | |
5/2/2018 | Comerica Bank | 8,102 | $0.24M | 0.0% | -39.9% | 0.046% | |
5/2/2018 | FDx Advisors Inc. | 55,197 | $1.64M | 0.0% | -4.8% | 0.314% | |
2/9/2018 | Bank of New York Mellon Corp | 23,615 | $0.71M | 0.0% | -84.2% | 0.111% | |