4/17/2025 | Dynamic Advisor Solutions LLC | 5,784 | $243K | 0.0% | +10.1% | 0.351% | |
4/2/2025 | Marotta Asset Management | 176,290 | $7.42M | 1.5% | +5.6% | 10.684% | |
2/20/2025 | Castlekeep Investment Advisors LLC | 120,360 | $5.44M | 0.9% | N/A | 7.295% | |
2/17/2025 | Stuart Chaussee & Associates Inc. | 700 | $32K | 0.0% | N/A | 0.042% | |
2/17/2025 | Castlekeep Investment Advisors LLC | 120,360 | $5.44M | 0.0% | N/A | 7.295% | |
2/14/2025 | Jane Street Group LLC | 38,369 | $1.73M | 0.0% | +119.3% | 2.325% | |
2/14/2025 | Susquehanna International Group LLP | 71,188 | $3.22M | 0.0% | +39.5% | 4.314% | |
2/14/2025 | TD Waterhouse Canada Inc. | 49,956 | $2.26M | 0.0% | +1.9% | 3.028% | |
2/13/2025 | Raymond James Financial Inc. | 5,879 | $266K | 0.0% | N/A | 0.356% | |
2/11/2025 | LPL Financial LLC | 7,343 | $332K | 0.0% | -85.9% | 0.445% | |
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2/7/2025 | AMG National Trust Bank | 6,716 | $310K | 0.0% | -5.5% | 0.407% | |
2/6/2025 | Raymond James Financial Inc. | 5,879 | $266K | 0.0% | N/A | 0.356% | |
1/30/2025 | Blue Trust Inc. | 2,368 | $107K | 0.0% | +68.2% | 0.144% | |
1/22/2025 | Blue Trust Inc. | 1,952 | $96K | 0.0% | +38.6% | 0.115% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 5,254 | $237K | 0.0% | +8.0% | 0.309% | |
1/10/2025 | Marotta Asset Management | 166,885 | $7.58M | 1.6% | -5.3% | 9.817% | |
1/10/2025 | Fortitude Family Office LLC | 15,030 | $679K | 0.2% | N/A | 0.884% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 8,100 | $400K | 0.0% | N/A | 0.415% | |
11/18/2024 | Sunbelt Securities Inc. | 9,325 | $461K | 0.0% | N/A | 0.478% | |
11/15/2024 | Jane Street Group LLC | 17,500 | $865K | 0.0% | -53.4% | 0.897% | |
11/14/2024 | L.M. Kohn & Company | 5,487 | $271K | 0.1% | N/A | 0.281% | |
11/7/2024 | AMG National Trust Bank | 7,107 | $351K | 0.0% | -77.6% | 0.364% | |
10/18/2024 | Blue Trust Inc. | 1,408 | $64K | 0.0% | +26.7% | 0.069% | |
10/3/2024 | Marotta Asset Management | 176,290 | $8.71M | 1.7% | -2.7% | 9.529% | |
8/8/2024 | Syntrinsic LLC | 1,061 | $48K | 0.0% | N/A | 0.057% | |
7/25/2024 | AMG National Trust Bank | 31,796 | $1.45M | 0.0% | N/A | 1.719% | |
7/24/2024 | &PARTNERS | 19,320 | $878K | 0.0% | N/A | 1.044% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 4,694 | $213K | 0.0% | +6.2% | 0.254% | |
5/16/2024 | Jane Street Group LLC | 161,797 | $7.36M | 0.0% | +793.3% | 8.297% | |
4/27/2024 | Weatherly Asset Management L. P. | 4,549 | $207K | 0.0% | -26.9% | 0.233% | |
4/2/2024 | Marotta Asset Management | 186,603 | $8.49M | 1.8% | -1.5% | 7.941% | |
2/8/2024 | AMG National Trust Bank | 14,424 | $699K | 0.0% | -64.2% | 0.614% | |
2/7/2024 | Advantage Trust Co | 1,800 | $87K | 0.1% | N/A | 0.077% | |
2/1/2024 | Weatherly Asset Management L. P. | 6,222 | $302K | 0.0% | -36.7% | 0.265% | |
1/18/2024 | Blue Trust Inc. | 769 | $34K | 0.0% | +53.2% | 0.033% | |
1/3/2024 | Marotta Asset Management | 189,456 | $9.19M | 2.0% | +4.3% | 7.430% | |
11/8/2023 | AMG National Trust Bank | 40,289 | $1.78M | 0.1% | +0.6% | 1.580% | |
10/18/2023 | CX Institutional | 324,669 | $14.38M | 0.8% | N/A | 12.732% | |
10/11/2023 | Marotta Asset Management | 181,708 | $8.05M | 1.9% | +8.0% | 6.857% | |
10/10/2023 | Weatherly Asset Management L. P. | 9,830 | $435K | 0.1% | -15.2% | 0.371% | |
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8/14/2023 | Innealta Capital LLC | 19,291 | $945K | 0.4% | -44.4% | 0.654% | |
7/25/2023 | Raymond James & Associates | 5,735 | $281K | 0.0% | -7.3% | 0.194% | |
7/21/2023 | Weatherly Asset Management L. P. | 11,592 | $568K | 0.1% | -37.5% | 0.393% | |
7/5/2023 | Marotta Asset Management | 168,228 | $8.24M | 1.8% | N/A | 6.231% | |
5/10/2023 | AMG National Trust Bank | 40,039 | $2.00M | 0.1% | -11.3% | 1.704% | |
5/10/2023 | Sepio Capital LP | 24,441 | $1.22M | 0.1% | N/A | 1.040% | |
4/27/2023 | Tiedemann Advisors LLC | 8,311 | $415K | 0.0% | -46.0% | 0.354% | |
4/18/2023 | Donald L. Hagan LLC | 4,094 | $204K | 0.1% | N/A | 0.174% | |
4/13/2023 | Weatherly Asset Management L. P. | 18,562 | $927K | 0.1% | -30.9% | 0.758% | |
3/6/2023 | OLD Mission Capital LLC | 965 | $47K | 0.0% | N/A | 0.039% | |
2/8/2023 | L.M. Kohn & Company | 8,049 | $391K | 0.2% | N/A | 0.322% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 57,723 | $2.80M | 0.0% | +22.4% | 2.309% | |
2/8/2023 | AMG National Trust Bank | 45,160 | $2.19M | 0.1% | -9.3% | 1.806% | |
1/30/2023 | James Investment Research Inc. | 922 | $45K | 0.0% | +61.2% | 0.037% | |
1/17/2023 | Darwin Wealth Management LLC | 6,016 | $304K | 0.1% | N/A | 0.241% | |
1/17/2023 | Ronald Blue Trust Inc. | 1,585 | $65K | 0.0% | +201.9% | 0.063% | |
1/11/2023 | Weatherly Asset Management L. P. | 26,871 | $1.31M | 0.2% | -28.6% | 1.097% | |
1/3/2023 | Marotta Asset Management | 155,151 | $7.53M | 1.8% | +3.8% | 6.465% | |
11/15/2022 | Flow Traders U.S. LLC | 15,797 | $651K | 0.0% | N/A | 0.658% | |
11/14/2022 | Equitable Holdings Inc. | 14,321 | $589K | 0.0% | -6.5% | 0.597% | |
11/4/2022 | AMG National Trust Bank | 49,776 | $2.05M | 0.1% | -1.5% | 2.074% | |
10/25/2022 | Raymond James & Associates | 6,188 | $255K | 0.0% | -22.0% | 0.248% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 47,165 | $1.94M | 0.0% | +36.6% | 1.887% | |
10/17/2022 | Weatherly Asset Management L. P. | 37,616 | $1.55M | 0.2% | -2.7% | 1.505% | |
10/11/2022 | Marotta Asset Management | 149,513 | $6.16M | 1.6% | +6.3% | 5.981% | |
8/19/2022 | Eagle Bay Advisors LLC | 2,200 | $98K | 0.1% | N/A | 0.094% | |
8/5/2022 | AMG National Trust Bank | 50,541 | $2.25M | 0.1% | -2.7% | 2.151% | |
8/3/2022 | Envestnet Asset Management Inc. | 10,876 | $484K | 0.0% | -4.1% | 0.463% | |
7/21/2022 | Marotta Asset Management | 140,674 | $6.24M | 1.5% | -1.7% | 5.986% | |
7/18/2022 | Weatherly Asset Management L. P. | 38,676 | $1.72M | 0.2% | -2.6% | 1.646% | |
7/15/2022 | Global Retirement Partners LLC | 2,025 | $90K | 0.0% | -10.0% | 0.086% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 34,529 | $1.54M | 0.0% | +21.9% | 1.469% | |
5/12/2022 | Cambridge Investment Research Advisors Inc. | 28,337 | $1.56M | 0.0% | N/A | 1.206% | |
5/10/2022 | AMG National Trust Bank | 51,948 | $2.86M | 0.1% | +95.7% | 2.211% | |
5/10/2022 | Marks Group Wealth Management Inc | 8,181 | $450K | 0.1% | -35.5% | 0.348% | |
5/4/2022 | Envestnet Asset Management Inc. | 11,342 | $624K | 0.0% | -9.9% | 0.483% | |
4/8/2022 | Marotta Asset Management | 143,118 | $7.87M | 1.8% | +12.6% | 5.963% | |
3/3/2022 | Marks Group Wealth Management Inc | 12,691 | $748K | 0.1% | -64.4% | 0.529% | |
2/11/2022 | Equitable Holdings Inc. | 15,320 | $902K | 0.0% | -2.7% | 0.638% | |
2/10/2022 | OLD Mission Capital LLC | 5,310 | $313K | 0.0% | -59.3% | 0.221% | |
2/8/2022 | Raymond James & Associates | 7,958 | $469K | 0.0% | -2.3% | 0.339% | |
2/4/2022 | Envestnet Asset Management Inc. | 12,591 | $741K | 0.0% | -8.3% | 0.536% | |
2/4/2022 | AMG National Trust Bank | 26,542 | $1.56M | 0.0% | -7.3% | 1.129% | |
2/3/2022 | Advisor Group Holdings Inc. | 2,294 | $134K | 0.0% | -9.5% | 0.098% | |
1/28/2022 | Weatherly Asset Management L. P. | 39,768 | $2.34M | 0.3% | -1.7% | 1.692% | |
1/21/2022 | Eagle Bay Advisors LLC | 2,200 | $130K | 0.1% | -50.0% | 0.094% | |
1/13/2022 | Marotta Asset Management | 127,118 | $7.49M | 1.7% | +3.0% | 5.297% | |
11/18/2021 | Wealthsource Partners LLC | 4,425 | $273K | 0.0% | N/A | 0.192% | |
11/16/2021 | LPL Financial LLC | 25,326 | $1.56M | 0.0% | -25.5% | 1.101% | |
11/12/2021 | OLD Mission Capital LLC | 13,059 | $806K | 0.0% | -39.6% | 0.568% | |
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11/12/2021 | Eagle Bay Advisors LLC | 4,400 | $272K | 0.2% | +100.0% | 0.191% | |
11/5/2021 | Advisor Group Holdings Inc. | 2,536 | $156K | 0.0% | -14.4% | 0.110% | |
10/28/2021 | AMG National Trust Bank | 28,617 | $1.77M | 0.1% | -10.0% | 1.244% | |
10/22/2021 | Global Retirement Partners LLC | 2,572 | $159K | 0.0% | -50.6% | 0.112% | |
10/21/2021 | Marotta Asset Management | 123,395 | $7.62M | 1.8% | +0.2% | 5.365% | |
9/10/2021 | Jasper Ridge Partners L.P. | 58,371 | $3.54M | 0.2% | +12.1% | 2.594% | |
8/16/2021 | Morgan Stanley | 85,472 | $5.19M | 0.0% | -2.2% | 3.716% | |
8/13/2021 | OLD Mission Capital LLC | 21,615 | $1.31M | 0.0% | -19.4% | 0.940% | |
8/13/2021 | LPL Financial LLC | 34,007 | $2.07M | 0.0% | -1.1% | 1.479% | |
8/12/2021 | Solstein Capital LLC | 2,974 | $181K | 0.2% | -51.6% | 0.129% | |