7/24/2025 | Trust Co. of Toledo NA OH | 2,083 | $83K | 0.0% | N/A | 0.021% | |
7/7/2025 | LBJ Family Wealth Advisors Ltd. | 242,044 | $9.65M | 5.6% | +1.4% | 2.495% | |
6/6/2025 | eCIO Inc. | 1,455 | $55K | 0.0% | N/A | 0.016% | |
5/9/2025 | Cary Street Partners Financial LLC | 95,865 | $3.60M | 0.1% | N/A | 1.108% | |
5/6/2025 | Mount Lucas Management LP | 10,693 | $401K | 0.1% | N/A | 0.124% | |
5/1/2025 | Family Firm Inc. | 139,835 | $5.24M | 1.2% | -58.3% | 1.617% | |
4/1/2025 | LBJ Family Wealth Advisors Ltd. | 238,800 | $8.96M | 5.7% | -0.4% | 2.809% | |
2/17/2025 | Ameriprise Financial Inc. | 8,978 | $325K | 0.0% | -69.2% | 0.090% | |
2/12/2025 | JPMorgan Chase & Co. | 1,305 | $47K | 0.0% | +681.4% | 0.013% | |
2/10/2025 | Family Firm Inc. | 335,717 | $12.15M | 2.1% | +1.4% | 3.357% | |
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11/14/2024 | RPg Family Wealth Advisory LLC | 1,178 | $47K | 0.0% | -99.3% | 0.012% | |
11/6/2024 | Mount Lucas Management LP | 18,698 | $753K | 0.3% | N/A | 0.187% | |
7/24/2024 | Family Firm Inc. | 317,407 | $12.22M | 1.4% | +179.1% | 3.174% | |
7/16/2024 | Aspect Partners LLC | 24,681 | $950K | 0.6% | +11.3% | 0.247% | |
5/17/2024 | Aspect Partners LLC | 22,171 | $886K | 0.7% | -4.8% | 0.222% | |
5/13/2024 | Windham Capital Management LLC | 61,141 | $2.44M | 1.9% | -1.8% | 0.611% | |
5/2/2024 | Family Firm Inc. | 113,718 | $4.55M | 1.1% | +1.4% | 1.137% | |
4/2/2024 | LBJ Family Wealth Advisors Ltd. | 234,722 | $9.38M | 6.0% | +4.0% | 2.077% | |
2/23/2024 | Arkansas Financial Group Inc. | 4,865 | $204K | 0.0% | N/A | 0.043% | |
2/16/2024 | Aspect Partners LLC | 23,283 | $976K | 0.6% | N/A | 0.206% | |
2/7/2024 | Mount Lucas Management LP | 12,900 | $541K | 0.2% | N/A | 0.114% | |
2/1/2024 | NewSquare Capital LLC | 1,694 | $71K | 0.0% | -32.5% | 0.015% | |
1/3/2024 | LBJ Family Wealth Advisors Ltd. | 225,617 | $9.46M | 6.5% | -2.0% | 1.997% | |
11/3/2023 | NewSquare Capital LLC | 2,509 | $98K | 0.0% | -98.5% | 0.022% | |
10/20/2023 | Family Firm Inc. | 118,015 | $4.59M | 1.3% | +1.6% | 1.044% | |
8/14/2023 | Mount Lucas Management LP | 11,358 | $474K | 0.2% | N/A | 0.101% | |
8/9/2023 | Flow Traders U.S. LLC | 34,280 | $1.43M | 0.1% | N/A | 0.303% | |
8/3/2023 | NewSquare Capital LLC | 170,980 | $7.14M | 0.7% | +1.9% | 1.513% | |
7/3/2023 | LBJ Family Wealth Advisors Ltd. | 227,314 | $9.49M | 6.6% | +1.7% | 1.863% | |
5/1/2023 | NewSquare Capital LLC | 167,785 | $7.25M | 0.9% | -0.8% | 1.375% | |
5/1/2023 | Family Firm Inc. | 109,004 | $4.71M | 1.3% | +1.8% | 0.893% | |
4/11/2023 | LBJ Family Wealth Advisors Ltd. | 223,508 | $9.66M | 6.8% | +0.9% | 1.832% | |
2/13/2023 | RPg Family Wealth Advisory LLC | 25,185 | $1.04M | 0.7% | -12.1% | 0.206% | |
2/10/2023 | First Horizon Advisors Inc. | 1,535 | $63K | 0.0% | -50.6% | 0.013% | |
2/9/2023 | Sowell Financial Services LLC | 20,933 | $862K | 0.1% | -13.5% | 0.172% | |
2/7/2023 | Family Firm Inc. | 107,081 | $4.41M | 1.3% | +11.9% | 0.878% | |
2/7/2023 | NewSquare Capital LLC | 169,210 | $6.97M | 0.9% | N/A | 1.387% | |
2/6/2023 | Arkansas Financial Group Inc. | 4,997 | $206K | 0.0% | -18.2% | 0.041% | |
2/2/2023 | Disciplined Investments LLC | 2,571 | $106K | 0.1% | -67.2% | 0.021% | |
1/9/2023 | Addison Capital Co | 7,875 | $324K | 0.2% | -7.6% | 0.063% | |
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1/4/2023 | LBJ Family Wealth Advisors Ltd. | 221,489 | $9.13M | 6.8% | +3.6% | 1.943% | |
11/15/2022 | Sowell Financial Services LLC | 24,204 | $969K | 0.1% | N/A | 0.212% | |
11/15/2022 | Family Firm Inc. | 95,700 | $3.83M | 1.2% | +5.7% | 0.839% | |
11/15/2022 | Ellis Investment Partners LLC | 2,384 | $95K | 0.0% | -20.0% | 0.021% | |
11/10/2022 | RPg Family Wealth Advisory LLC | 28,655 | $1.25M | 0.7% | +1.0% | 0.251% | |
11/9/2022 | First Horizon Advisors Inc. | 3,110 | $124K | 0.0% | +11.5% | 0.027% | |
11/9/2022 | Jackson Creek Investment Advisors LLC | 12,850 | $514K | 0.2% | +9.9% | 0.113% | |
11/8/2022 | Advisors Asset Management Inc. | 9,220 | $369K | 0.0% | -3.6% | 0.081% | |
10/31/2022 | Calton & Associates Inc. | 15,518 | $621K | 0.4% | +17.2% | 0.136% | |
10/19/2022 | Empirical Asset Management LLC | 16,704 | $668K | 0.7% | -3.8% | 0.147% | |
10/11/2022 | Arkansas Financial Group Inc. | 6,110 | $245K | 0.1% | +20.3% | 0.055% | |
10/3/2022 | LBJ Family Wealth Advisors Ltd. | 213,808 | $8.56M | 6.9% | +4.2% | 1.909% | |
8/13/2022 | Flow Traders U.S. LLC | 42,776 | $1.94M | 0.1% | -33.1% | 0.382% | |
8/12/2022 | RPg Family Wealth Advisory LLC | 28,373 | $1.28M | 0.8% | +3.4% | 0.253% | |
8/12/2022 | Almanack Investment Partners LLC. | 21,906 | $991K | 0.1% | +15.2% | 0.196% | |
8/4/2022 | Jackson Creek Investment Advisors LLC | 11,691 | $534K | 0.2% | +7.3% | 0.104% | |
8/2/2022 | First Horizon Advisors Inc. | 2,790 | $126K | 0.0% | N/A | 0.025% | |
7/21/2022 | Savior LLC | 590 | $27K | 0.0% | N/A | 0.005% | |
7/15/2022 | Arkansas Financial Group Inc. | 5,080 | $230K | 0.1% | N/A | 0.045% | |
7/12/2022 | Calton & Associates Inc. | 13,238 | $598K | 0.3% | -2.3% | 0.118% | |
7/11/2022 | Addison Capital Co | 8,525 | $386K | 0.2% | -2.8% | 0.076% | |
7/6/2022 | LBJ Family Wealth Advisors Ltd. | 205,162 | $9.28M | 7.0% | +1.7% | 1.832% | |
5/10/2022 | NewSquare Capital LLC | 1,016 | $55K | 0.0% | -74.8% | 0.009% | |
5/9/2022 | RPg Family Wealth Advisory LLC | 27,430 | $1.48M | 0.6% | +29.7% | 0.247% | |
5/6/2022 | Empirical Asset Management LLC | 17,422 | $940K | 0.9% | +22.9% | 0.157% | |
5/3/2022 | Jackson Creek Investment Advisors LLC | 10,893 | $588K | 0.2% | N/A | 0.098% | |
4/26/2022 | Calton & Associates Inc. | 13,548 | $731K | 0.2% | -2.5% | 0.125% | |
4/21/2022 | First Quadrant LLC CA | 22,516 | $1.22M | 6.7% | -9.7% | 0.208% | |
4/13/2022 | LBJ Family Wealth Advisors Ltd. | 201,804 | $10.52M | 6.7% | +5.7% | 2.218% | |
4/12/2022 | Calton & Associates Inc. | 13,548 | $731K | 0.2% | -2.5% | 0.149% | |
2/14/2022 | RPg Family Wealth Advisory LLC | 21,156 | $1.14M | 0.4% | +238.3% | 0.264% | |
2/10/2022 | Coastline Trust Co | 4,100 | $221K | 0.0% | +5.1% | 0.049% | |
2/9/2022 | First Horizon Advisors Inc. | 6,581 | $354K | 0.0% | +19,255.9% | 0.078% | |
2/9/2022 | Sowell Financial Services LLC | 19,544 | $1.05M | 0.1% | -12.5% | 0.233% | |
2/9/2022 | Advanced Research Investment Solutions LLC | 10,000 | $538K | 0.2% | N/A | 0.119% | |
2/9/2022 | Baird Financial Group Inc. | 9,234 | $497K | 0.0% | +9.3% | 0.110% | |
1/27/2022 | Janney Montgomery Scott LLC | 5,833 | $314K | 0.0% | +6.9% | 0.069% | |
1/26/2022 | NewSquare Capital LLC | 4,031 | $217K | 0.0% | -98.2% | 0.048% | |
1/18/2022 | Addison Capital Co | 8,881 | $478K | 0.2% | -4.2% | 0.106% | |
1/13/2022 | Calton & Associates Inc. | 13,895 | $747K | 0.2% | +6.1% | 0.165% | |
1/12/2022 | LBJ Family Wealth Advisors Ltd. | 190,843 | $10.27M | 6.0% | +3.5% | 2.272% | |
11/15/2021 | Flow Traders U.S. LLC | 34,923 | $1.90M | 0.1% | +824.4% | 0.437% | |
11/12/2021 | Assetmark Inc. | 4,207 | $229K | 0.0% | +7.5% | 0.053% | |
11/9/2021 | Coastline Trust Co | 3,900 | $212K | 0.0% | +4.8% | 0.049% | |
11/8/2021 | NewSquare Capital LLC | 225,879 | $12.29M | 1.4% | +1.8% | 2.823% | |
11/8/2021 | Summit Global Investments | 6,892 | $375K | 0.0% | N/A | 0.086% | |
11/5/2021 | Calton & Associates Inc. | 13,093 | $712K | 0.2% | -2.1% | 0.164% | |
11/4/2021 | Almanack Investment Partners LLC. | 10,087 | $549K | 0.0% | +25.4% | 0.126% | |
11/4/2021 | Sowell Financial Services LLC | 22,346 | $1.22M | 0.1% | +16.8% | 0.279% | |
10/29/2021 | Janney Montgomery Scott LLC | 5,458 | $297K | 0.0% | -22.4% | 0.068% | |
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10/26/2021 | First Quadrant L P CA | 24,923 | $1.36M | 0.2% | +44.6% | 0.312% | |
10/8/2021 | Bennicas & Associates Inc. | 16,400 | $892K | 0.5% | -5.7% | 0.205% | |
10/6/2021 | IFP Advisors Inc | 708 | $39K | 0.0% | N/A | 0.009% | |
8/24/2021 | Flow Traders U.S. LLC | 3,778 | $213K | 0.0% | N/A | 0.048% | |
8/16/2021 | Mount Lucas Management LP | 19,855 | $1.12M | 0.3% | +3.7% | 0.255% | |
8/16/2021 | RPg Family Wealth Advisory LLC | 6,280 | $354K | 0.1% | N/A | 0.081% | |
8/12/2021 | Solstein Capital LLC | 864 | $49K | 0.1% | +238.8% | 0.011% | |
8/11/2021 | Baird Financial Group Inc. | 8,689 | $490K | 0.0% | +4.6% | 0.111% | |
8/10/2021 | Cambridge Investment Research Advisors Inc. | 4,683 | $264K | 0.0% | N/A | 0.062% | |
8/10/2021 | BNP Paribas Arbitrage SA | 4,679 | $264K | 0.0% | -14.4% | 0.062% | |