7/28/2025 | Keeler & Nadler Financial Planning & Wealth Management | 9,380 | $282K | 0.1% | -6.7% | 0.116% | |
7/10/2025 | YHB Investment Advisors Inc. | 6,666 | $201K | 0.0% | -7.6% | 0.083% | |
6/27/2025 | Goldman Sachs Group Inc. | 17,334 | $484K | 0.0% | -48.9% | 0.215% | |
5/29/2025 | Rhumbline Advisers | 10,611 | $297K | 0.0% | -5.0% | 0.131% | |
5/20/2025 | Flaharty Asset Management LLC | 8,753 | $245K | 0.0% | -50.2% | 0.108% | |
5/16/2025 | Empowered Funds LLC | 17,863 | $499K | 0.0% | +3.5% | 0.221% | |
5/16/2025 | Goldman Sachs Group Inc. | 17,334 | $484K | 0.0% | -48.9% | 0.215% | |
5/16/2025 | Ancora Advisors LLC | 6,157 | $172K | 0.0% | -8.1% | 0.076% | |
5/15/2025 | Elizabeth Park Capital Advisors Ltd. | 27,731 | $775K | 0.7% | +42.5% | 0.343% | |
5/12/2025 | Nuveen LLC | 14,177 | $396K | 0.0% | N/A | 0.175% | |
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5/9/2025 | Deutsche Bank AG | 5,556 | $155K | 0.0% | N/A | 0.069% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 21,437 | $599K | 0.0% | +5.7% | 0.265% | |
4/29/2025 | Bank of New York Mellon Corp | 26,525 | $741K | 0.0% | +9.1% | 0.328% | |
4/28/2025 | Redmont Wealth Advisors LLC | 18,160 | $508K | 1.0% | -27.0% | 0.225% | |
4/23/2025 | YHB Investment Advisors Inc. | 7,216 | $202K | 0.0% | -5.9% | 0.089% | |
4/8/2025 | Rhumbline Advisers | 10,611 | $297K | 0.0% | -5.0% | 0.131% | |
4/7/2025 | GAMMA Investing LLC | 6,624 | $185K | 0.0% | +3,024.5% | 0.082% | |
2/17/2025 | Bridgeway Capital Management LLC | 49,638 | $1.39M | 0.0% | -1.8% | 0.615% | |
2/17/2025 | Citadel Advisors LLC | 18,608 | $522K | 0.0% | +10.9% | 0.231% | |
2/17/2025 | Bank of America Corp DE | 10,174 | $285K | 0.0% | +29.4% | 0.126% | |
2/17/2025 | BNP Paribas Financial Markets | 1,050 | $29K | 0.0% | -28.4% | 0.013% | |
2/17/2025 | Ancora Advisors LLC | 6,701 | $188K | 0.0% | -6.9% | 0.083% | |
2/14/2025 | Northern Trust Corp | 58,150 | $1.63M | 0.0% | -3.2% | 0.721% | |
2/14/2025 | Tower Research Capital LLC TRC | 1,319 | $37K | 0.0% | +122.4% | 0.016% | |
2/14/2025 | Dimensional Fund Advisors LP | 80,885 | $2.27M | 0.0% | +1.5% | 1.002% | |
2/13/2025 | Barclays PLC | 18,308 | $514K | 0.0% | +8.2% | 0.227% | |
2/13/2025 | Renaissance Technologies LLC | 37,612 | $1.06M | 0.0% | -5.5% | 0.466% | |
2/13/2025 | Elizabeth Park Capital Advisors Ltd. | 19,462 | $546K | 0.4% | +1,250.6% | 0.241% | |
2/13/2025 | Wells Fargo & Company MN | 15,220 | $427K | 0.0% | +11.2% | 0.189% | |
2/12/2025 | Huntington National Bank | 38,290 | $1.07M | 0.0% | +10.1% | 0.474% | |
2/12/2025 | Geode Capital Management LLC | 164,465 | $4.61M | 0.0% | -0.5% | 2.038% | |
2/12/2025 | Alliancebernstein L.P. | 174,205 | $4.89M | 0.0% | -5.4% | 2.159% | |
2/12/2025 | JPMorgan Chase & Co. | 25,831 | $725K | 0.0% | +112.1% | 0.320% | |
2/5/2025 | Lineweaver Wealth Advisors LLC | 37,500 | $1.05M | 0.2% | -2.6% | 0.465% | |
2/4/2025 | Bank of New York Mellon Corp | 24,309 | $682K | 0.0% | -11.6% | 0.301% | |
1/28/2025 | Empowered Funds LLC | 17,265 | $484K | 0.0% | +4.4% | 0.214% | |
12/26/2024 | JPMorgan Chase & Co. | 12,180 | $351K | 0.0% | +127.7% | 0.151% | |
11/19/2024 | Barclays PLC | 16,916 | $487K | 0.0% | +69.2% | 0.210% | |
11/16/2024 | Geode Capital Management LLC | 165,355 | $4.76M | 0.0% | +0.8% | 2.049% | |
11/15/2024 | Barclays PLC | 16,916 | $487K | 0.0% | +69.2% | 0.210% | |
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11/15/2024 | State Street Corp | 102,516 | $2.95M | 0.0% | +0.9% | 1.270% | |
11/13/2024 | FMR LLC | 1,117 | $32K | 0.0% | +104.2% | 0.014% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 20,273 | $584K | 0.0% | -5.4% | 0.251% | |
11/6/2024 | Empowered Funds LLC | 16,536 | $476K | 0.0% | +5.1% | 0.205% | |
10/23/2024 | YHB Investment Advisors Inc. | 7,816 | $225K | 0.0% | N/A | 0.097% | |
10/17/2024 | Redmont Wealth Advisors LLC | 25,118 | $723K | 1.1% | -9.3% | 0.311% | |
7/10/2024 | Redmont Wealth Advisors LLC | 27,708 | $666K | 1.0% | -13.5% | 0.343% | |
5/10/2024 | Vanguard Group Inc. | 386,196 | $9.22M | 0.0% | +1.0% | 4.786% | |
5/7/2024 | Empowered Funds LLC | 14,652 | $350K | 0.0% | -5.6% | 0.182% | |
5/1/2024 | BNP Paribas Financial Markets | 3,668 | $88K | 0.0% | +48.9% | 0.045% | |
4/19/2024 | Redmont Wealth Advisors LLC | 32,017 | $765K | 1.1% | +14.2% | 0.397% | |
2/26/2024 | Virtu Financial LLC | 8,440 | $273K | 0.0% | N/A | 0.104% | |
1/31/2024 | Redmont Wealth Advisors LLC | 28,028 | $907K | 1.3% | -12.8% | 0.346% | |
1/26/2024 | Cerity Partners LLC | 8,965 | $290K | 0.0% | N/A | 0.111% | |
1/19/2024 | Lineweaver Wealth Advisors LLC | 38,502 | $1.25M | 0.3% | -2.3% | 0.476% | |
11/14/2023 | Ancora Advisors LLC | 15,701 | $399K | 0.0% | -59.0% | 0.194% | |
11/8/2023 | Huntington National Bank | 33,952 | $863K | 0.0% | -2.9% | 0.420% | |
11/1/2023 | John G Ullman & Associates Inc. | 17,611 | $447K | 0.1% | -34.7% | 0.218% | |
10/25/2023 | Redmont Wealth Advisors LLC | 32,126 | $816K | 1.4% | +6.5% | 0.397% | |
10/23/2023 | YHB Investment Advisors Inc. | 8,216 | $209K | 0.0% | -8.2% | 0.102% | |
10/13/2023 | SG Americas Securities LLC | 4,583 | $116K | 0.0% | N/A | 0.057% | |
8/15/2023 | Strategic Value Bank Partners LLC | 42,446 | $1.14M | 0.8% | -5.2% | 0.525% | |
8/4/2023 | American International Group Inc. | 3,783 | $101K | 0.0% | N/A | 0.047% | |
7/27/2023 | EA Series Trust | 13,069 | $350K | 0.0% | N/A | 0.162% | |
7/26/2023 | National Bank of Canada FI | 4,166 | $111K | 0.0% | N/A | 0.051% | |
7/20/2023 | Redmont Wealth Advisors LLC | 30,165 | $808K | 1.4% | +11.1% | 0.373% | |
4/28/2023 | Triasima Portfolio Management inc. | 28,202 | $790K | 0.1% | N/A | 0.349% | |
2/15/2023 | Ancora Advisors LLC | 365,744 | $10.02M | 0.3% | -9.3% | 6.304% | |
2/8/2023 | UBS Group AG | 5,224 | $143K | 0.0% | -30.8% | 0.090% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 7,319 | $201K | 0.0% | N/A | 0.126% | |
1/31/2023 | Strategic Value Bank Partners LLC | 52,235 | $1.43M | 0.9% | -0.9% | 0.901% | |
1/19/2023 | Fundamentun LLC | 39,404 | $1.08M | 0.2% | +25.5% | 0.679% | |
11/7/2022 | Huntington National Bank | 18,954 | $514K | 0.0% | -4.8% | 0.327% | |
10/24/2022 | Fundamentun LLC | 31,404 | $851K | 0.2% | N/A | 0.541% | |
10/21/2022 | Investment Partners LTD. | 7,972 | $216K | 0.1% | N/A | 0.137% | |
10/20/2022 | Triasima Portfolio Management inc. | 2,227 | $61K | 0.0% | +221.8% | 0.038% | |
10/14/2022 | Carnegie Capital Asset Management LLC | 107,202 | $2.91M | 0.1% | -9.2% | 1.848% | |
9/16/2022 | Private Trust Co. NA | 3,799 | $96K | 0.0% | N/A | 0.065% | |
8/15/2022 | Clearstead Advisors LLC | 48,982 | $1.23M | 0.1% | -10.1% | 0.844% | |
8/2/2022 | Carnegie Capital Asset Management LLC | 118,032 | $2.97M | 0.1% | -7.1% | 2.014% | |
7/13/2022 | Carnegie Capital Asset Management LLC | 170,434 | $4.02M | 0.2% | +34.2% | 2.908% | |
5/17/2022 | Redmont Wealth Advisors LLC | 18,165 | $451K | 0.5% | +17.0% | 0.310% | |
5/10/2022 | Huntington National Bank | 19,904 | $494K | 0.0% | -3.3% | 0.339% | |
5/9/2022 | Sonen Capital LLC | 10,000 | $248K | 0.3% | N/A | 0.170% | |
5/4/2022 | Clearstead Advisors LLC | 54,482 | $1.35M | 0.1% | -3.1% | 0.927% | |
4/11/2022 | Carnegie Capital Asset Management LLC | 127,034 | $3.15M | 0.1% | -11.2% | 2.161% | |
2/14/2022 | Clearstead Advisors LLC | 56,232 | $1.40M | 0.1% | -26.7% | 0.942% | |
2/10/2022 | Acadian Asset Management LLC | 5,386 | $133K | 0.0% | N/A | 0.090% | |
2/9/2022 | Dimensional Fund Advisors LP | 95,947 | $2.38M | 0.0% | +3.1% | 1.608% | |
2/8/2022 | Strategic Value Bank Partners LLC | 52,735 | $1.31M | 1.2% | N/A | 0.884% | |
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1/21/2022 | Carnegie Capital Asset Management LLC | 143,133 | $3.55M | 0.1% | -8.4% | 2.398% | |
11/15/2021 | Dimensional Fund Advisors LP | 93,053 | $2.24M | 0.0% | +1.8% | 1.514% | |
11/12/2021 | Renaissance Technologies LLC | 80,725 | $1.92M | 0.0% | -8.3% | 1.313% | |
11/12/2021 | Clearstead Advisors LLC | 76,732 | $1.83M | 0.1% | -7.4% | 1.248% | |
11/12/2021 | Fourthstone LLC | 20,107 | $479K | 0.2% | -8.6% | 0.327% | |
11/12/2021 | Geode Capital Management LLC | 55,034 | $1.32M | 0.0% | -0.8% | 0.895% | |
11/10/2021 | Alliancebernstein L.P. | 96,552 | $2.30M | 0.0% | +146.5% | 1.571% | |
11/9/2021 | BlackRock Inc. | 15,868 | $378K | 0.0% | -13.8% | 0.258% | |
11/4/2021 | Siena Capital Partners GP LLC | 80,110 | $1.91M | 0.6% | -38.4% | 1.303% | |
10/22/2021 | Lineweaver Wealth Advisors LLC | 39,402 | $938K | 0.3% | -43.2% | 0.641% | |