8/14/2025 | Marshall Investment Management LLC | 4,370 | $234K | 1.1% | -94.4% | 0.124% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 1,849 | $99K | 0.0% | N/A | 0.053% | |
8/12/2025 | JPMorgan Chase & Co. | 53,020 | $2.83M | 0.0% | -26.6% | 1.506% | |
8/12/2025 | PKS Advisory Services LLC | 6,210 | $332K | 0.1% | -3.1% | 0.176% | |
8/8/2025 | Cetera Investment Advisers | 28,545 | $1.53M | 0.0% | +27.3% | 0.811% | |
8/8/2025 | Austin Wealth Management LLC | 580,913 | $30.88M | 5.5% | +2.4% | 16.503% | |
8/6/2025 | Entrewealth LLC | 114,060 | $6.10M | 4.2% | +4.2% | 3.240% | |
8/1/2025 | Envestnet Asset Management Inc. | 10,500 | $561K | 0.0% | -27.3% | 0.298% | |
7/31/2025 | Moloney Securities Asset Management LLC | 45,375 | $2.43M | 0.3% | -1.8% | 1.289% | |
7/30/2025 | Mid American Wealth Advisory Group Inc. | 9,610 | $514K | 0.2% | +73.0% | 0.273% | |
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7/28/2025 | EQ Wealth Advisors LLC | 3,188 | $170K | 0.1% | +7.6% | 0.091% | |
7/24/2025 | Williams & Novak LLC | 146,331 | $7.82M | 6.7% | +1.7% | 4.157% | |
7/18/2025 | Financial Consulate Inc. | 63,537 | $3.40M | 0.7% | N/A | 1.805% | |
7/8/2025 | Baker Ellis Asset Management LLC | 228,618 | $12.22M | 1.7% | -0.3% | 6.685% | |
5/16/2025 | Goldman Sachs Group Inc. | 54,234 | $2.72M | 0.0% | +30.0% | 1.586% | |
5/16/2025 | Integrated Wealth Concepts LLC | 7,973 | $400K | 0.0% | +8.2% | 0.233% | |
5/15/2025 | Royal Bank of Canada | 22,975 | $1.15M | 0.0% | +382,816.7% | 0.672% | |
5/14/2025 | Entrewealth LLC | 109,449 | $5.50M | 4.2% | +4.1% | 3.200% | |
5/14/2025 | PKS Advisory Services LLC | 6,409 | $322K | 0.1% | -59.8% | 0.187% | |
5/8/2025 | Schiavi & Co LLC | 1,341,467 | $67.37M | 24.7% | -1.5% | 39.224% | |
5/8/2025 | Marshall Investment Management LLC | 78,445 | $3.94M | 2.4% | -27.2% | 2.294% | |
5/6/2025 | Cetera Investment Advisers | 22,426 | $1.13M | 0.0% | +14.0% | 0.656% | |
5/1/2025 | Austin Wealth Management LLC | 567,144 | $27.53M | 5.5% | +0.8% | 16.583% | |
4/30/2025 | Moloney Securities Asset Management LLC | 46,205 | $2.32M | 0.3% | -1.1% | 1.351% | |
4/29/2025 | Envestnet Asset Management Inc. | 14,450 | $726K | 0.0% | -12.0% | 0.423% | |
4/23/2025 | EQ Wealth Advisors LLC | 2,962 | $149K | 0.1% | N/A | 0.087% | |
4/15/2025 | Baker Ellis Asset Management LLC | 229,198 | $11.51M | 1.7% | -1.0% | 6.702% | |
4/9/2025 | Mid American Wealth Advisory Group Inc. | 5,555 | $279K | 0.1% | N/A | 0.162% | |
2/18/2025 | Sunbelt Securities Inc. | 849 | $42K | 0.0% | +55.8% | 0.027% | |
2/17/2025 | Quantinno Capital Management LP | 5,693 | $282K | 0.0% | -29.9% | 0.182% | |
2/17/2025 | Cetera Investment Advisers | 19,677 | $976K | 0.0% | +35.6% | 0.631% | |
2/14/2025 | Integrated Wealth Concepts LLC | 7,371 | $366K | 0.0% | +55.2% | 0.236% | |
2/14/2025 | Susquehanna International Group LLP | 39,145 | $1.94M | 0.0% | -18.2% | 1.255% | |
2/13/2025 | Capital Square LLC | 19,604 | $1.02M | 0.6% | +70.3% | 0.628% | |
2/13/2025 | Schiavi & Co LLC | 1,361,835 | $67.53M | 26.4% | +2.6% | 43.649% | |
2/13/2025 | Raymond James Financial Inc. | 28,616 | $1.42M | 0.0% | N/A | 0.917% | |
2/12/2025 | JPMorgan Chase & Co. | 25,229 | $1.25M | 0.0% | -19.6% | 0.809% | |
2/12/2025 | PKS Advisory Services LLC | 15,938 | $790K | 0.2% | N/A | 0.511% | |
2/10/2025 | Entrewealth LLC | 105,161 | $5.27M | 4.9% | N/A | 3.371% | |
2/10/2025 | Austin Wealth Management LLC | 562,707 | $28.61M | 5.9% | -0.2% | 18.035% | |
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2/6/2025 | Raymond James Financial Inc. | 28,616 | $1.42M | 0.0% | N/A | 0.917% | |
2/4/2025 | Marshall Investment Management LLC | 107,778 | $5.40M | 3.2% | N/A | 3.454% | |
1/28/2025 | Moloney Securities Asset Management LLC | 46,737 | $2.32M | 0.3% | +1.3% | 1.498% | |
1/23/2025 | Williams & Novak LLC | 135,145 | $6.70M | 6.5% | +0.3% | 4.332% | |
1/17/2025 | Janney Montgomery Scott LLC | 17,013 | $844K | 0.0% | N/A | 0.545% | |
1/17/2025 | Baker Ellis Asset Management LLC | 231,578 | $11.48M | 1.7% | +7.4% | 7.422% | |
12/26/2024 | JPMorgan Chase & Co. | 31,386 | $1.59M | 0.0% | -35.9% | 1.006% | |
11/15/2024 | MML Investors Services LLC | 16,393 | $829K | 0.0% | -17.5% | 0.525% | |
11/15/2024 | Quantinno Capital Management LP | 8,117 | $411K | 0.0% | N/A | 0.260% | |
11/15/2024 | Integrated Wealth Concepts LLC | 4,749 | $240K | 0.0% | N/A | 0.152% | |
11/13/2024 | Capital Square LLC | 11,509 | $582K | 0.4% | N/A | 0.369% | |
10/30/2024 | Moloney Securities Asset Management LLC | 46,115 | $2.33M | 0.3% | -1.2% | 1.478% | |
10/28/2024 | Austin Wealth Management LLC | 563,788 | $28.16M | 6.2% | +2.9% | 18.070% | |
10/8/2024 | Williams & Novak LLC | 134,707 | $6.82M | 6.4% | -1.9% | 4.318% | |
8/8/2024 | Schiavi & Co LLC | 1,313,907 | $62.30M | 24.4% | -1.4% | 42.112% | |
7/31/2024 | Austin Wealth Management LLC | 548,021 | $26.33M | 6.2% | +0.7% | 17.565% | |
7/12/2024 | Williams & Novak LLC | 137,361 | $6.51M | 6.1% | -1.5% | 4.403% | |
7/9/2024 | Baker Ellis Asset Management LLC | 220,307 | $10.45M | 1.6% | +0.5% | 7.061% | |
5/23/2024 | Austin Wealth Management LLC | 544,283 | $25.35M | 6.3% | +0.0% | 17.445% | |
5/2/2024 | Moloney Securities Asset Management LLC | 46,836 | $2.21M | 0.3% | -4.5% | 1.455% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 29,526 | $1.39M | 0.0% | +24.6% | 0.946% | |
4/17/2024 | Baker Ellis Asset Management LLC | 219,104 | $10.34M | 1.5% | +6.3% | 7.023% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 137,231 | $6.47M | 0.2% | +0.2% | 4.398% | |
2/21/2024 | Austin Wealth Management LLC | 544,033 | $24.12M | 6.5% | +0.8% | 16.895% | |
2/8/2024 | Schiavi & Co LLC | 1,334,911 | $55.91M | 23.2% | -7.0% | 41.457% | |
1/26/2024 | Williams & Novak LLC | 139,484 | $5.84M | 6.6% | N/A | 4.332% | |
1/23/2024 | Baker Ellis Asset Management LLC | 206,060 | $8.63M | 1.4% | -2.3% | 6.399% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 23,696 | $992K | 0.0% | N/A | 0.736% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 136,896 | $5.67M | 0.2% | -7.4% | 4.251% | |
12/5/2023 | Austin Wealth Management LLC | 539,716 | $21.35M | 6.6% | N/A | 16.761% | |
11/1/2023 | Orion Portfolio Solutions LLC | 22,351 | $857K | 0.0% | -50.0% | 0.694% | |
10/27/2023 | Schiavi & Co LLC | 1,435,354 | $55.04M | 23.3% | +0.1% | 44.576% | |
10/24/2023 | Baker Ellis Asset Management LLC | 211,010 | $8.09M | 1.5% | -0.7% | 6.553% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 50,092 | $1.92M | 0.0% | -25.1% | 1.556% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 147,801 | $5.67M | 0.3% | +5.3% | 4.590% | |
8/9/2023 | Baker Ellis Asset Management LLC | 212,494 | $8.39M | 1.4% | +0.3% | 6.599% | |
8/7/2023 | Schiavi & Co LLC | 1,434,587 | $56.62M | 23.5% | +2.7% | 44.552% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 140,299 | $5.54M | 0.3% | N/A | 4.357% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 66,881 | $2.64M | 0.0% | -66.9% | 2.077% | |
5/12/2023 | Moloney Securities Asset Management LLC | 45,276 | $1.73M | 0.3% | -2.7% | 1.406% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 202,322 | $7.74M | 0.0% | -25.1% | 6.283% | |
5/8/2023 | Baker Ellis Asset Management LLC | 211,841 | $8.11M | 1.5% | +4.2% | 6.579% | |
5/3/2023 | Schiavi & Co LLC | 1,396,198 | $53.44M | 23.1% | +7.9% | 43.360% | |
2/13/2023 | Atria Wealth Solutions Inc. | 125,685 | $4.82M | 0.1% | +7.2% | 4.162% | |
2/10/2023 | Schiavi & Co LLC | 1,293,484 | $49.30M | 31.3% | -1.2% | 42.831% | |
2/9/2023 | Baker Ellis Asset Management LLC | 203,236 | $7.75M | 1.5% | -3.3% | 6.730% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 270,088 | $10.30M | 0.1% | +80.5% | 8.943% | |
2/7/2023 | IFP Advisors Inc | 8,925 | $252K | 0.0% | +50.0% | 0.296% | |
1/30/2023 | Moloney Securities Asset Management LLC | 46,555 | $1.77M | 0.4% | -0.6% | 1.542% | |
11/15/2022 | Baker Ellis Asset Management LLC | 210,076 | $7.19M | 1.6% | +4.0% | 7.194% | |
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11/8/2022 | Schiavi & Co LLC | 1,308,611 | $44.79M | 32.4% | +0.6% | 44.815% | |
11/1/2022 | Brinker Capital Investments LLC | 22,351 | $765K | 0.0% | N/A | 0.765% | |
10/31/2022 | Moloney Securities Asset Management LLC | 46,828 | $1.60M | 0.4% | -3.2% | 1.604% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 149,672 | $5.12M | 0.0% | +81.9% | 5.126% | |
8/15/2022 | Atria Wealth Solutions Inc. | 71,699 | $2.60M | 0.0% | +562.3% | 2.636% | |
8/10/2022 | Schiavi & Co LLC | 1,300,394 | $47.07M | 34.7% | +4.1% | 47.809% | |
8/3/2022 | Moloney Securities Asset Management LLC | 48,381 | $1.75M | 0.4% | -0.9% | 1.847% | |
7/22/2022 | Baker Ellis Asset Management LLC | 201,956 | $7.31M | 1.5% | +5.2% | 7.708% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 82,286 | $2.98M | 0.0% | N/A | 3.141% | |
5/10/2022 | Moloney Securities Asset Management LLC | 48,813 | $2.02M | 0.4% | -2.0% | 2.199% | |