8/1/2025 | Cobblestone Capital Advisors LLC NY | 18,047 | $115K | 0.0% | -11.7% | 0.083% | |
7/29/2025 | Aspiriant LLC | 19,000 | $121K | 0.0% | +35.7% | 0.088% | |
7/28/2025 | Ritholtz Wealth Management | 18,135 | $115K | 0.0% | -54.7% | 0.084% | |
7/24/2025 | Blair William & Co. IL | 394,580 | $2.51M | 0.0% | -6.4% | 1.821% | |
7/22/2025 | MAS Advisors LLC | 41,123 | $262K | 0.4% | +4.8% | 0.190% | |
7/14/2025 | LaFleur & Godfrey LLC | 106,970 | $680K | 0.1% | -1.8% | 0.494% | |
7/14/2025 | Chapin Davis Inc. | 47,181 | $300K | 0.1% | +73.6% | 0.218% | |
5/16/2025 | Ascent Group LLC | 10,285 | $80K | 0.0% | N/A | 0.047% | |
5/15/2025 | Chiron Capital Management LLC | 24,523 | $191K | 0.2% | -8.7% | 0.113% | |
5/15/2025 | Baird Financial Group Inc. | 30,120 | $235K | 0.0% | -8.8% | 0.139% | |
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5/15/2025 | Trexquant Investment LP | 23,885 | $186K | 0.0% | N/A | 0.110% | |
5/14/2025 | MAS Advisors LLC | 39,230 | $306K | 0.5% | +33.1% | 0.181% | |
5/14/2025 | BI Asset Management Fondsmaeglerselskab A S | 102,236 | $797K | 0.0% | +2.9% | 0.472% | |
5/13/2025 | Ethos Financial Group LLC | 36,802 | $287K | 0.0% | N/A | 0.170% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 81,584 | $636K | 0.0% | -38.1% | 0.377% | |
5/13/2025 | HighTower Advisors LLC | 199,728 | $1.56M | 0.0% | -4.0% | 0.922% | |
5/12/2025 | Cobblestone Capital Advisors LLC NY | 20,432 | $159K | 0.0% | -9.5% | 0.094% | |
5/12/2025 | Pandora Wealth Inc. | 14,500 | $113K | 0.1% | N/A | 0.067% | |
5/12/2025 | Connor Clark & Lunn Investment Management Ltd. | 72,029 | $562K | 0.0% | -35.9% | 0.332% | |
5/9/2025 | Atria Wealth Solutions Inc. | 46,370 | $362K | 0.0% | -13.7% | 0.214% | |
5/9/2025 | Blair William & Co. IL | 421,503 | $3.29M | 0.0% | -1.6% | 1.945% | |
5/7/2025 | HB Wealth Management LLC | 58,414 | $456K | 0.0% | +3.2% | 0.270% | |
4/30/2025 | Cerity Partners LLC | 41,608 | $325K | 0.0% | -20.5% | 0.192% | |
4/24/2025 | Sunbelt Securities Inc. | 75,038 | $585K | 0.1% | +59.3% | 0.346% | |
4/23/2025 | Sequoia Financial Advisors LLC | 27,000 | $211K | 0.0% | N/A | 0.125% | |
4/23/2025 | LaFleur & Godfrey LLC | 108,910 | $849K | 0.1% | +68.0% | 0.503% | |
4/17/2025 | Ritholtz Wealth Management | 40,022 | $312K | 0.0% | +8.5% | 0.185% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 10,821 | $84K | 0.0% | N/A | 0.050% | |
2/18/2025 | Sunbelt Securities Inc. | 47,118 | $390K | 0.0% | +308.3% | 0.217% | |
2/17/2025 | Two Sigma Investments LP | 134,924 | $1.15M | 0.0% | +6.0% | 0.623% | |
2/17/2025 | Two Sigma Advisers LP | 181,700 | $1.54M | 0.0% | +13.7% | 0.838% | |
2/17/2025 | Millennium Management LLC | 50,915 | $433K | 0.0% | +71.3% | 0.235% | |
2/17/2025 | Focus Partners Wealth | 37,936 | $322K | 0.0% | N/A | 0.175% | |
2/17/2025 | Ameriprise Financial Inc. | 13,278 | $113K | 0.0% | -13.4% | 0.061% | |
2/14/2025 | Virtus ETF Advisers LLC | 60,862 | $517K | 0.2% | +6.7% | 0.281% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 131,793 | $1.12M | 0.0% | -29.7% | 0.608% | |
2/14/2025 | BI Asset Management Fondsmaeglerselskab A S | 99,400 | $845K | 0.0% | +2.2% | 0.459% | |
2/13/2025 | CANADA LIFE ASSURANCE Co | 16,915 | $144K | 0.0% | -8.3% | 0.078% | |
2/13/2025 | Marshall Wace LLP | 51,711 | $440K | 0.0% | N/A | 0.239% | |
2/13/2025 | Garden State Investment Advisory Services LLC | 36,276 | $308K | 0.1% | +39.5% | 0.167% | |
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2/13/2025 | Raymond James Financial Inc. | 83,796 | $712K | 0.0% | N/A | 0.387% | |
2/13/2025 | Cerity Partners LLC | 52,337 | $445K | 0.0% | +4.0% | 0.242% | |
2/13/2025 | Envestnet Asset Management Inc. | 12,688 | $108K | 0.0% | +13.3% | 0.059% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 67,060 | $570K | 0.0% | +2.3% | 0.309% | |
2/12/2025 | CIBC Private Wealth Group LLC | 10,854 | $92K | 0.0% | +166.0% | 0.050% | |
2/12/2025 | Blair William & Co. IL | 428,187 | $3.64M | 0.0% | +0.4% | 1.976% | |
2/11/2025 | LPL Financial LLC | 18,883 | $161K | 0.0% | -6.8% | 0.087% | |
2/11/2025 | Fiduciary Group LLC | 37,000 | $314K | 0.0% | +5.7% | 0.171% | |
2/10/2025 | Commonwealth Equity Services LLC | 133,591 | $1.14M | 0.0% | -0.9% | 0.616% | |
2/10/2025 | Connor Clark & Lunn Investment Management Ltd. | 112,356 | $955K | 0.0% | -11.4% | 0.518% | |
2/7/2025 | HighTower Advisors LLC | 208,083 | $1.77M | 0.0% | -12.3% | 0.960% | |
2/6/2025 | Lindbrook Capital LLC | 15,000 | $128K | 0.0% | -14.3% | 0.069% | |
2/6/2025 | Raymond James Financial Inc. | 83,796 | $712K | 0.0% | N/A | 0.387% | |
2/6/2025 | Schechter Investment Advisors LLC | 82,412 | $701K | 0.1% | -49.9% | 0.380% | |
2/5/2025 | Oppenheimer & Co. Inc. | 36,474 | $310K | 0.0% | +84.4% | 0.168% | |
1/31/2025 | Truist Financial Corp | 15,755 | $134K | 0.0% | -21.0% | 0.073% | |
1/30/2025 | Strategic Financial Concepts LLC | 17,000 | $144K | 0.0% | N/A | 0.000% | |
1/28/2025 | Stephens Inc. AR | 11,609 | $99K | 0.0% | -26.6% | 0.000% | |
1/28/2025 | Strategic Financial Concepts LLC | 17,000 | $144K | 0.0% | N/A | 0.078% | |
1/24/2025 | Magnolia Capital Advisors LLC | 102,555 | $872K | 0.4% | +1.9% | 0.473% | |
1/17/2025 | Janney Montgomery Scott LLC | 22,161 | $188K | 0.0% | -16.1% | 0.000% | |
1/16/2025 | Aspiriant LLC | 13,000 | $110K | 0.0% | +18.2% | 0.000% | |
1/16/2025 | LaFleur & Godfrey LLC | 64,810 | $551K | 0.1% | +197.3% | 0.299% | |
1/15/2025 | HB Wealth Management LLC | 56,600 | $481K | 0.0% | +3.0% | 0.261% | |
1/15/2025 | Ritholtz Wealth Management | 36,882 | $313K | 0.0% | +8.2% | 0.170% | |
1/8/2025 | International Assets Investment Management LLC | 34,302 | $296K | 0.0% | -84.5% | 0.158% | |
12/10/2024 | Garden State Investment Advisory Services LLC | 26,006 | $210K | 0.1% | N/A | 0.120% | |
11/15/2024 | Garden State Investment Advisory Services LLC | 26,006 | $210K | 0.1% | N/A | 0.000% | |
11/14/2024 | Cobblestone Capital Advisors LLC NY | 22,574 | $182K | 0.0% | -7.9% | 0.000% | |
11/8/2024 | Connor Clark & Lunn Investment Management Ltd. | 126,773 | $1.02M | 0.0% | -12.5% | 0.585% | |
10/22/2024 | International Assets Investment Management LLC | 220,600 | $1.78M | 0.0% | +708.0% | 1.018% | |
10/22/2024 | Private Advisor Group LLC | 12,846 | $104K | 0.0% | N/A | 0.059% | |
10/10/2024 | Ritholtz Wealth Management | 34,079 | $275K | 0.0% | -15.6% | 0.157% | |
8/16/2024 | Magnolia Capital Advisors LLC | 412,358 | $3.14M | 0.1% | N/A | 1.903% | |
8/8/2024 | Fiduciary Group LLC | 33,500 | $255K | 0.0% | -24.7% | 0.155% | |
8/1/2024 | Ritholtz Wealth Management | 40,394 | $307K | 0.0% | +162.7% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 138,069 | $1.05M | 0.0% | +2.8% | 0.000% | |
7/31/2024 | Rothschild Investment LLC | 10,000 | $76K | 0.0% | N/A | 0.000% | |
7/27/2024 | HB Wealth Management LLC | 53,323 | $406K | 0.0% | +6.7% | 0.000% | |
5/15/2024 | Quadrature Capital Ltd | 45,402 | $327K | 0.0% | N/A | 0.000% | |
5/14/2024 | CANADA LIFE ASSURANCE Co | 19,938 | $143K | 0.0% | +16.8% | 0.092% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 33,917 | $244K | 0.0% | +40.6% | 0.157% | |
5/11/2024 | MAS Advisors LLC | 27,727 | $200K | 0.2% | +134.5% | 0.000% | |
5/11/2024 | Chiron Capital Management LLC | 36,124 | $260K | 0.2% | -53.3% | 0.000% | |
5/9/2024 | Blair William & Co. IL | 424,440 | $3.06M | 0.0% | -1.6% | 1.959% | |
5/9/2024 | Koshinski Asset Management Inc. | 19,900 | $143K | 0.0% | -65.0% | 0.092% | |
5/7/2024 | Oppenheimer & Co. Inc. | 40,003 | $288K | 0.0% | +10.3% | 0.000% | |
4/30/2024 | HB Wealth Management LLC | 49,967 | $360K | 0.0% | +3.5% | 0.000% | |
4/30/2024 | Commonwealth Equity Services LLC | 134,320 | $967K | 0.0% | +1.0% | 0.000% | |
4/25/2024 | Lindbrook Capital LLC | 13,500 | $97K | 0.0% | +80.0% | 0.000% | |
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4/18/2024 | Chapin Davis Inc. | 26,000 | $187K | 0.1% | +73.3% | 0.000% | |
4/11/2024 | International Assets Investment Management LLC | 27,302 | $198K | 0.0% | +28.5% | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 28,146 | $199K | 0.0% | -14.7% | 0.000% | |
2/12/2024 | Chiron Capital Management LLC | 77,435 | $547K | 0.5% | +230.0% | 0.357% | |
2/12/2024 | Cape Investment Advisory Inc. | 5,697 | $40K | 0.0% | N/A | 0.026% | |
2/8/2024 | MAS Advisors LLC | 11,825 | $84K | 0.1% | N/A | 0.055% | |
2/7/2024 | Forum Financial Management LP | 54,747 | $387K | 0.0% | +173.7% | 0.253% | |
2/5/2024 | Fiduciary Group LLC | 43,500 | $307K | 0.0% | +6.1% | 0.201% | |
2/1/2024 | Lindbrook Capital LLC | 7,500 | $53K | 0.0% | -21.1% | 0.035% | |
1/29/2024 | Koshinski Asset Management Inc. | 56,800 | $401K | 0.1% | N/A | 0.262% | |