4/23/2024 | Raymond James Financial Services Advisors Inc. | 455,258 | $31.57M | 0.0% | -1.3% | 26.015% | |
4/15/2024 | Brookstone Capital Management | 5,007 | $347K | 0.0% | +32.0% | 0.295% | |
4/11/2024 | Contravisory Investment Management Inc. | 12,268 | $851K | 0.2% | -3.7% | 0.722% | |
4/2/2024 | Marotta Asset Management | 140,076 | $9.71M | 2.0% | -3.5% | 8.240% | |
2/8/2024 | Legacy Capital Group California Inc. | 12,598 | $770K | 0.3% | +6.1% | 0.741% | |
1/31/2024 | abrdn plc | 29,205 | $1.79M | 0.0% | -12.2% | 1.718% | |
|
1/30/2024 | Lunt Capital Management Inc. | 3,320 | $203K | 0.1% | N/A | 0.195% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 461,431 | $28.21M | 0.0% | +0.2% | 27.143% | |
1/11/2024 | Brookstone Capital Management | 3,793 | $232K | 0.0% | N/A | 0.223% | |
1/11/2024 | Contravisory Investment Management Inc. | 12,735 | $779K | 0.2% | +6.1% | 0.749% | |
1/3/2024 | Marotta Asset Management | 145,136 | $8.87M | 1.9% | -0.4% | 8.537% | |
11/7/2023 | abrdn plc | 33,266 | $1.80M | 0.0% | -4.4% | 1.957% | |
11/4/2023 | EverSource Wealth Advisors LLC | 2,127 | $115K | 0.0% | +67.0% | 0.125% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 460,422 | $24.88M | 0.0% | +0.1% | 27.084% | |
10/23/2023 | Sheets Smith Wealth Management | 2,000 | $108K | 0.0% | N/A | 0.118% | |
10/11/2023 | Marotta Asset Management | 145,767 | $7.88M | 1.8% | +1.0% | 8.575% | |
10/10/2023 | Contravisory Investment Management Inc. | 12,008 | $649K | 0.2% | N/A | 0.706% | |
10/10/2023 | Curbstone Financial Management Corp | 11,790 | $637K | 0.2% | -7.1% | 0.694% | |
8/22/2023 | Idaho Trust Bank | 3,681 | $212K | 0.1% | N/A | 0.217% | |
8/9/2023 | Flow Traders U.S. LLC | 8,761 | $505K | 0.0% | -61.5% | 0.515% | |
8/8/2023 | Sepio Capital LP | 22,104 | $1.27M | 0.1% | N/A | 1.300% | |
8/4/2023 | abrdn plc | 34,808 | $2.01M | 0.0% | -10.4% | 2.110% | |
8/4/2023 | EverSource Wealth Advisors LLC | 1,274 | $73K | 0.0% | N/A | 0.077% | |
8/2/2023 | Bank of Montreal Can | 1,200 | $69K | 0.0% | N/A | 0.073% | |
7/31/2023 | LPL Financial LLC | 8,808 | $508K | 0.0% | -20.4% | 0.534% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 460,049 | $26.51M | 0.0% | N/A | 27.882% | |
7/17/2023 | Teamwork Financial Advisors LLC | 17,764 | $1.02M | 0.2% | +73.2% | 1.077% | |
7/10/2023 | AE Wealth Management LLC | 17,890 | $1.03M | 0.0% | +72.3% | 1.084% | |
7/5/2023 | Marotta Asset Management | 144,279 | $8.31M | 1.9% | N/A | 8.744% | |
5/12/2023 | Curbstone Financial Management Corp | 12,690 | $697K | 0.2% | -2.7% | 1.058% | |
5/12/2023 | HighTower Advisors LLC | 63,151 | $3.47M | 0.0% | -56.7% | 5.263% | |
4/28/2023 | abrdn plc | 38,858 | $2.13M | 0.0% | -8.7% | 3.238% | |
4/14/2023 | AE Wealth Management LLC | 10,381 | $570K | 0.0% | N/A | 0.865% | |
4/6/2023 | Teamwork Financial Advisors LLC | 10,255 | $563K | 0.1% | N/A | 0.855% | |
3/6/2023 | OLD Mission Capital LLC | 20,740 | $948K | 0.0% | -77.6% | 1.728% | |
2/10/2023 | abrdn plc | 42,544 | $1.95M | 0.0% | -5.4% | 3.545% | |
2/9/2023 | HighTower Advisors LLC | 145,906 | $6.67M | 0.0% | -5.9% | 12.159% | |
1/19/2023 | Curbstone Financial Management Corp | 13,040 | $596K | 0.1% | -9.4% | 1.087% | |
1/3/2023 | Marotta Asset Management | 150,286 | $6.87M | 1.7% | -2.8% | 14.313% | |
11/14/2022 | OLD Mission Capital LLC | 92,407 | $3.42M | 0.1% | +56.7% | 8.801% | |
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11/14/2022 | MML Investors Services LLC | 17,361 | $643K | 0.0% | -73.3% | 1.653% | |
10/11/2022 | Marotta Asset Management | 154,600 | $5.73M | 1.5% | +4.9% | 13.443% | |
10/5/2022 | Curbstone Financial Management Corp | 14,390 | $533K | 0.1% | -4.0% | 1.251% | |
8/5/2022 | OLD Mission Capital LLC | 58,989 | $2.37M | 0.1% | -20.6% | 4.916% | |
8/4/2022 | Curbstone Financial Management Corp | 14,990 | $602K | 0.1% | -10.7% | 1.249% | |
8/3/2022 | Envestnet Asset Management Inc. | 52,745 | $2.12M | 0.0% | +8.2% | 4.395% | |
7/21/2022 | Marotta Asset Management | 147,410 | $5.98M | 1.5% | -2.5% | 12.284% | |
5/12/2022 | HighTower Advisors LLC | 150,287 | $7.16M | 0.0% | -1.6% | 12.524% | |
5/4/2022 | abrdn plc | 45,335 | $2.17M | 0.0% | +0.8% | 3.778% | |
4/8/2022 | Marotta Asset Management | 151,166 | $7.22M | 1.7% | +2.8% | 12.093% | |
2/15/2022 | MML Investors Services LLC | 58,661 | $3.34M | 0.0% | +4.1% | 4.512% | |
2/10/2022 | abrdn plc | 44,959 | $2.56M | 0.0% | -2.2% | 3.458% | |
2/10/2022 | OLD Mission Capital LLC | 25,661 | $1.46M | 0.1% | +273.4% | 1.974% | |
2/10/2022 | HighTower Advisors LLC | 152,659 | $8.69M | 0.0% | +1.1% | 11.743% | |
2/8/2022 | abrdn plc | 44,959 | $2.56M | 0.0% | -2.2% | 3.458% | |
2/4/2022 | Envestnet Asset Management Inc. | 48,556 | $2.77M | 0.0% | +3.8% | 3.735% | |
1/25/2022 | Sepio Capital LP | 25,037 | $1.43M | 0.1% | +40.0% | 1.669% | |
1/19/2022 | Curbstone Financial Management Corp | 16,790 | $957K | 0.2% | -1.2% | 1.119% | |
1/13/2022 | Marotta Asset Management | 147,097 | $8.38M | 1.9% | +13.7% | 9.806% | |
1/12/2022 | Contravisory Investment Management Inc. | 7,098 | $404K | 0.1% | +8.7% | 0.473% | |
11/16/2021 | Jane Street Group LLC | 27,949 | $1.63M | 0.0% | N/A | 1.863% | |
11/15/2021 | Zacks Investment Management | 3,906 | $227K | 0.0% | -81.6% | 0.260% | |
11/15/2021 | HighTower Advisors LLC | 150,992 | $8.80M | 0.0% | +2.4% | 10.066% | |
11/12/2021 | OLD Mission Capital LLC | 6,872 | $400K | 0.0% | -23.3% | 0.458% | |
11/12/2021 | Equitable Holdings Inc. | 19,400 | $1.13M | 0.0% | -15.7% | 1.293% | |
11/3/2021 | Sepio Capital LP | 17,884 | $1.04M | 0.1% | N/A | 1.192% | |
10/27/2021 | Solstein Capital LLC | 14,087 | $820K | 0.5% | N/A | 0.939% | |
10/21/2021 | Marotta Asset Management | 129,371 | $7.53M | 1.8% | +4.9% | 8.625% | |
10/19/2021 | Stratos Wealth Advisors LLC | 57,858 | $3.37M | 0.3% | N/A | 3.857% | |
10/12/2021 | Contravisory Investment Management Inc. | 6,527 | $380K | 0.1% | +4.9% | 0.435% | |
10/6/2021 | Curbstone Financial Management Corp | 16,990 | $989K | 0.2% | -2.6% | 1.133% | |
8/24/2021 | Flow Traders U.S. LLC | 4,721 | $271K | 0.0% | N/A | 0.378% | |
8/17/2021 | Zacks Investment Management | 21,249 | $1.22M | 0.0% | +6.2% | 1.700% | |
8/16/2021 | Royal Bank of Canada | 3,813 | $219K | 0.0% | -5.7% | 0.305% | |
8/16/2021 | MML Investors Services LLC | 56,195 | $3.23M | 0.0% | -10.5% | 4.496% | |
8/12/2021 | Bank of Montreal Can | 1,200 | $71K | 0.0% | N/A | 0.100% | |
8/11/2021 | Equitable Holdings Inc. | 23,000 | $1.32M | 0.0% | -10.2% | 1.917% | |
8/6/2021 | HighTower Advisors LLC | 147,459 | $8.46M | 0.0% | -1.7% | 12.288% | |
8/4/2021 | Envestnet Asset Management Inc. | 46,138 | $2.65M | 0.0% | -11.3% | 4.012% | |
8/3/2021 | AMG National Trust Bank | 3,506 | $201K | 0.0% | -23.0% | 0.305% | |
7/31/2021 | Atlas Capital Advisors LLC | 505 | $29K | 0.0% | -32.5% | 0.044% | |
7/17/2021 | Marotta Asset Management | 123,285 | $7.16M | 1.7% | +2.7% | 10.720% | |