4/30/2025 | Brown Advisory Inc. | 115,392 | $1.91M | 0.0% | -5.9% | 0.808% | |
4/14/2025 | Toth Financial Advisory Corp | 416,544 | $6.88M | 0.8% | -4.2% | 2.918% | |
2/17/2025 | FJ Capital Management LLC | 174,381 | $3.50M | 0.4% | +57.0% | 1.225% | |
2/17/2025 | Deutsche Bank AG | 12,986 | $261K | 0.0% | N/A | 0.091% | |
2/17/2025 | Citadel Advisors LLC | 16,423 | $330K | 0.0% | +12.7% | 0.115% | |
2/17/2025 | Bank of America Corp DE | 269,723 | $5.42M | 0.0% | +278.1% | 1.894% | |
2/14/2025 | Lido Advisors LLC | 12,500 | $251K | 0.0% | N/A | 0.088% | |
2/14/2025 | Northern Trust Corp | 108,839 | $2.19M | 0.0% | +6.0% | 0.764% | |
2/14/2025 | T. Rowe Price Investment Management Inc. | 1,943,902 | $39.03M | 0.0% | +8.7% | 13.651% | |
2/13/2025 | Barclays PLC | 18,835 | $378K | 0.0% | +14.6% | 0.132% | |
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2/12/2025 | Geode Capital Management LLC | 284,194 | $5.71M | 0.0% | -0.5% | 1.996% | |
2/12/2025 | JPMorgan Chase & Co. | 43,409 | $872K | 0.0% | +119.6% | 0.305% | |
1/30/2025 | Rhumbline Advisers | 18,531 | $372K | 0.0% | +3.0% | 0.130% | |
1/21/2025 | Toth Financial Advisory Corp | 434,754 | $8.73M | 1.0% | -2.0% | 3.053% | |
1/17/2025 | SG Americas Securities LLC | 5,205 | $105K | 0.0% | N/A | 0.037% | |
1/14/2025 | Meridian Financial Partners LLC | 57,619 | $1.16M | 0.6% | -7.7% | 0.405% | |
12/26/2024 | JPMorgan Chase & Co. | 19,769 | $391K | 0.0% | +156.6% | 0.139% | |
11/19/2024 | Barclays PLC | 16,436 | $325K | 0.0% | +272.5% | 0.115% | |
11/16/2024 | Geode Capital Management LLC | 285,732 | $5.65M | 0.0% | +0.8% | 2.008% | |
11/15/2024 | Barclays PLC | 16,436 | $325K | 0.0% | +272.5% | 0.116% | |
11/15/2024 | State Street Corp | 199,299 | $3.94M | 0.0% | +1.5% | 1.401% | |
10/21/2024 | Toth Financial Advisory Corp | 443,517 | $8.77M | 1.0% | -5.7% | 3.119% | |
10/18/2024 | Meridian Financial Partners LLC | 62,419 | $1.24M | 0.6% | -3.9% | 0.439% | |
8/15/2024 | Elizabeth Park Capital Advisors Ltd. | 164,071 | $2.86M | 2.5% | -6.8% | 1.154% | |
7/26/2024 | Bank of New York Mellon Corp | 39,265 | $685K | 0.0% | +19.5% | 0.276% | |
6/11/2024 | EverSource Wealth Advisors LLC | 1,575 | $26K | 0.0% | N/A | 0.011% | |
5/10/2024 | Vanguard Group Inc. | 618,043 | $11.08M | 0.0% | +1.2% | 4.346% | |
4/16/2024 | Toth Financial Advisory Corp | 449,194 | $8.05M | 1.0% | -7.3% | 3.170% | |
2/13/2024 | CIBC Private Wealth Group LLC | 36,204 | $817K | 0.0% | -12.2% | 0.256% | |
2/8/2024 | Brown Advisory Inc. | 128,214 | $2.89M | 0.0% | -4.4% | 0.907% | |
1/26/2024 | Toth Financial Advisory Corp | 484,644 | $10.93M | 1.5% | +14.5% | 3.430% | |
1/19/2024 | Meridian Financial Partners LLC | 64,930 | $1.47M | 1.5% | -9.5% | 0.460% | |
1/12/2024 | SG Americas Securities LLC | 6,802 | $153K | 0.0% | +14.8% | 0.048% | |
10/25/2023 | Brown Advisory Inc. | 134,114 | $2.39M | 0.0% | +5.0% | 0.949% | |
10/24/2023 | Bank of New York Mellon Corp | 44,227 | $789K | 0.0% | +3.2% | 0.313% | |
10/24/2023 | Raymond James & Associates | 16,068 | $287K | 0.0% | N/A | 0.114% | |
10/13/2023 | SG Americas Securities LLC | 5,927 | $106K | 0.0% | N/A | 0.042% | |
10/12/2023 | Toth Financial Advisory Corp | 423,329 | $7.56M | 1.1% | -1.6% | 2.996% | |
9/21/2023 | Barclays PLC | 2,488 | $50K | 0.0% | -57.7% | 0.018% | |
8/9/2023 | Lido Advisors LLC | 12,500 | $251K | 0.0% | N/A | 0.089% | |
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8/4/2023 | Sandy Spring Bank | 3,375 | $68K | 0.0% | N/A | 0.024% | |
8/2/2023 | Houlihan Financial Resource Group Ltd. | 58,094 | $1.16M | 0.0% | N/A | 0.413% | |
7/31/2023 | Brown Advisory Inc. | 127,686 | $2.57M | 0.0% | -1.9% | 0.904% | |
5/8/2023 | Brown Advisory Inc. | 130,098 | $2.81M | 0.0% | +2.6% | 0.921% | |
5/8/2023 | Madison Wealth Management | 18,259 | $394K | 0.1% | N/A | 0.129% | |
4/28/2023 | Ameritas Advisory Services LLC | 2,355 | $51K | 0.0% | N/A | 0.017% | |
4/24/2023 | Toth Financial Advisory Corp | 434,943 | $9.40M | 1.5% | -2.9% | 3.080% | |
2/14/2023 | Dorsey Wright & Associates | 854 | $25K | 0.0% | N/A | 0.006% | |
2/9/2023 | First Trust Advisors LP | 28,386 | $817K | 0.0% | -6.2% | 0.202% | |
2/8/2023 | Lincoln National Corp | 11,740 | $338K | 0.0% | N/A | 0.083% | |
2/7/2023 | Edgemoor Investment Advisors Inc. | 9,037 | $260K | 0.0% | N/A | 0.064% | |
2/2/2023 | SG Americas Securities LLC | 4,054 | $117K | 0.0% | N/A | 0.029% | |
1/26/2023 | Strs Ohio | 1,700 | $48K | 0.0% | -37.0% | 0.012% | |
1/24/2023 | Toth Financial Advisory Corp | 447,956 | $12.89M | 2.1% | -4.2% | 3.182% | |
1/20/2023 | Griffin Asset Management Inc. | 8,056 | $232K | 0.0% | N/A | 0.057% | |
1/19/2023 | Mesirow Financial Investment Management Inc. | 9,399 | $271K | 1.1% | N/A | 0.067% | |
1/11/2023 | Glassy Mountain Advisors Inc. | 1,388 | $40K | 0.0% | N/A | 0.010% | |
11/15/2022 | Evermay Wealth Management LLC | 332,087 | $8.16M | 1.6% | +4.7% | 2.359% | |
10/14/2022 | Toth Financial Advisory Corp | 467,826 | $11.49M | 2.1% | +8.2% | 3.334% | |
9/13/2022 | Brown Advisory Inc. | 126,823 | $2.86M | 0.0% | N/A | 0.904% | |
8/17/2022 | Elizabeth Park Capital Advisors Ltd. | 176,071 | $3.97M | 1.7% | N/A | 1.255% | |
8/3/2022 | CIBC Private Wealth Group LLC | 41,212 | $929K | 0.0% | N/A | 0.294% | |
8/2/2022 | Brown Advisory Inc. | 126,823 | $2.86M | 0.0% | N/A | 0.906% | |
7/29/2022 | Meridian Financial Partners LLC | 71,707 | $1.89M | 1.3% | N/A | 0.512% | |
7/25/2022 | Toth Financial Advisory Corp | 432,188 | $9.74M | 1.7% | N/A | 3.087% | |
7/25/2022 | Strs Ohio | 2,700 | $60K | 0.0% | N/A | 0.019% | |
7/22/2022 | Patton Albertson Miller Group LLC | 18,751 | $423K | 0.1% | N/A | 0.134% | |
7/20/2022 | Dorsey Wright & Associates | 1,400 | $32K | 0.0% | N/A | 0.010% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 9,842 | $222K | 0.0% | N/A | 0.070% | |