10/31/2024 | Bridgewater Advisors Inc. | 167,965 | $2.25M | 0.2% | N/A | 0.924% | |
10/25/2024 | Evermay Wealth Management LLC | 10,620 | $139K | 0.0% | -88.9% | 0.059% | |
8/9/2024 | Dimensional Fund Advisors LP | 218,271 | $2.38M | 0.0% | +7.9% | 1.214% | |
8/8/2024 | J.W. Cole Advisors Inc. | 16,342 | $178K | 0.0% | -9.9% | 0.091% | |
8/8/2024 | American Century Companies Inc. | 33,710 | $368K | 0.0% | -6.4% | 0.187% | |
8/2/2024 | Evermay Wealth Management LLC | 95,914 | $1.05M | 0.2% | +437.3% | 0.533% | |
|
8/1/2024 | Princeton Capital Management LLC | 10,000 | $109K | 0.0% | N/A | 0.056% | |
7/26/2024 | Bank of New York Mellon Corp | 52,884 | $577K | 0.0% | +17.1% | 0.294% | |
7/22/2024 | Chevy Chase Trust Holdings LLC | 19,687 | $215K | 0.0% | +45.8% | 0.109% | |
5/10/2024 | Vanguard Group Inc. | 812,588 | $9.90M | 0.0% | +1.5% | 4.545% | |
5/7/2024 | Empowered Funds LLC | 47,925 | $584K | 0.0% | +7.9% | 0.268% | |
5/1/2024 | BNP Paribas Financial Markets | 7,707 | $94K | 0.0% | +69.2% | 0.043% | |
5/1/2024 | Bridgewater Advisors Inc. | 191,229 | $2.33M | 0.3% | -0.9% | 1.070% | |
4/30/2024 | J.W. Cole Advisors Inc. | 18,142 | $221K | 0.0% | -37.7% | 0.101% | |
2/5/2024 | Bridgewater Advisors Inc. | 192,929 | $2.74M | 0.4% | -3.3% | 1.083% | |
2/1/2024 | New York State Common Retirement Fund | 7,670 | $109K | 0.0% | +1,504.6% | 0.043% | |
2/1/2024 | Burt Wealth Advisors | 12,206 | $173K | 0.0% | N/A | 0.069% | |
1/31/2024 | J.W. Cole Advisors Inc. | 29,142 | $414K | 0.0% | N/A | 0.164% | |
1/26/2024 | Sandy Spring Bank | 4,668 | $66K | 0.0% | -34.9% | 0.026% | |
1/12/2024 | SG Americas Securities LLC | 8,710 | $124K | 0.0% | N/A | 0.049% | |
11/15/2023 | Endeavour Capital Advisors Inc. | 1,256,275 | $16.09M | 6.5% | +0.1% | 7.058% | |
11/7/2023 | Savant Capital LLC | 157,210 | $2.01M | 0.0% | +3.3% | 0.883% | |
10/30/2023 | Sandy Spring Bank | 7,168 | $92K | 0.0% | -52.7% | 0.040% | |
9/21/2023 | Barclays PLC | 3,186 | $34K | 0.0% | -57.7% | 0.018% | |
8/11/2023 | FJ Capital Management LLC | 1,010,384 | $10.88M | 1.4% | +43.9% | 5.708% | |
8/8/2023 | Sequoia Financial Advisors LLC | 19,781 | $213K | 0.0% | +14.4% | 0.112% | |
7/27/2023 | EA Series Trust | 37,182 | $400K | 0.0% | N/A | 0.210% | |
5/25/2023 | Empower Advisory Group LLC | 22,642 | $245K | 0.0% | N/A | 0.128% | |
5/15/2023 | Maltese Capital Management LLC | 100,000 | $1.07M | 0.4% | +8.1% | 0.566% | |
5/15/2023 | Evermay Wealth Management LLC | 17,850 | $190K | 0.0% | +25.0% | 0.101% | |
5/12/2023 | Martingale Asset Management L P | 10,637 | $113K | 0.0% | N/A | 0.060% | |
5/5/2023 | Sandy Spring Bank | 15,468 | $165K | 0.0% | +11.3% | 0.088% | |
5/3/2023 | Savant Capital LLC | 151,539 | $1.61M | 0.0% | +25.0% | 0.857% | |
5/1/2023 | Grant GrossMendelsohn LLC | 12,186 | $129K | 0.1% | N/A | 0.069% | |
4/25/2023 | Sequoia Financial Advisors LLC | 17,287 | $184K | 0.0% | +25.0% | 0.098% | |
4/20/2023 | Lafayette Investments Inc. | 12,206 | $130K | 0.0% | N/A | 0.069% | |
4/13/2023 | Bridgewater Advisors Inc. | 199,541 | $2.13M | 0.5% | +25.0% | 1.129% | |
2/10/2023 | Sequoia Financial Advisors LLC | 13,830 | $264K | 0.0% | N/A | 0.079% | |
2/10/2023 | Sandy Spring Bank | 13,895 | $265K | 0.0% | N/A | 0.079% | |
2/8/2023 | Russell Investments Group Ltd. | 20,138 | $384K | 0.0% | -40.9% | 0.115% | |
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2/7/2023 | Cassaday & Co Wealth Management LLC | 24,661 | $470K | 0.0% | N/A | 0.141% | |
1/27/2023 | Bridgewater Advisors Inc. | 159,638 | $3.04M | 0.7% | -3.1% | 1.141% | |
1/18/2023 | Sequoia Financial Advisors LLC | 13,830 | $264K | 0.0% | N/A | 0.099% | |
11/15/2022 | Prelude Capital Management LLC | 18,508 | $355K | 0.0% | +38.7% | 0.132% | |
11/14/2022 | Boothbay Fund Management LLC | 99,010 | $1.90M | 0.0% | -2.1% | 0.708% | |
11/4/2022 | Russell Investments Group Ltd. | 34,047 | $652K | 0.0% | +354.3% | 0.244% | |
11/2/2022 | Grant GrossMendelsohn LLC | 9,749 | $200K | 0.1% | N/A | 0.070% | |
10/31/2022 | Savant Capital LLC | 117,516 | $2.25M | 0.1% | N/A | 0.841% | |
8/24/2022 | Prelude Capital Management LLC | 13,344 | $251K | 0.0% | +38.3% | 0.096% | |
8/11/2022 | Trexquant Investment LP | 13,447 | $253K | 0.0% | N/A | 0.096% | |
8/10/2022 | Kennedy Capital Management Inc. | 46,733 | $880K | 0.0% | +12.4% | 0.335% | |
8/9/2022 | Lazard Asset Management LLC | 2,472 | $46K | 0.0% | +58.6% | 0.018% | |
5/27/2022 | EJF Capital LLC | 174,963 | $3.63M | 0.4% | -20.2% | 1.252% | |
5/17/2022 | Endeavour Capital Advisors Inc. | 830,065 | $17.22M | 2.7% | -0.1% | 5.942% | |
5/11/2022 | Lafayette Investments Inc. | 9,765 | $203K | 0.1% | N/A | 0.070% | |
5/9/2022 | Qube Research & Technologies Ltd | 14,224 | $295K | 0.0% | -78.8% | 0.102% | |
5/5/2022 | Warner Financial Inc. | 14,647 | $304K | 0.2% | N/A | 0.105% | |
2/14/2022 | Alliancebernstein L.P. | 449,895 | $8.85M | 0.0% | -0.2% | 3.288% | |
2/14/2022 | Diametric Capital LP | 12,760 | $251K | 0.2% | N/A | 0.093% | |
2/10/2022 | Qube Research & Technologies Ltd | 66,983 | $1.33M | 0.0% | +107.0% | 0.490% | |
2/9/2022 | Lazard Asset Management LLC | 1,559 | $30K | 0.0% | N/A | 0.011% | |
2/8/2022 | Steward Partners Investment Advisory LLC | 8,788 | $173K | 0.0% | N/A | 0.064% | |
2/7/2022 | Bridgewater Advisors Inc. | 164,713 | $3.24M | 0.7% | +90.4% | 1.204% | |
2/1/2022 | Qube Research & Technologies Ltd | 66,983 | $1.33M | 0.0% | +107.0% | 0.490% | |
1/28/2022 | Chicago Capital Management LLC | 45,611 | $898K | 0.6% | N/A | 0.333% | |
11/16/2021 | Two Sigma Advisers LP | 17,000 | $340K | 0.0% | N/A | 0.124% | |
11/15/2021 | Tudor Investment Corp Et Al | 13,472 | $269K | 0.0% | N/A | 0.098% | |
11/12/2021 | Renaissance Technologies LLC | 61,832 | $1.24M | 0.0% | -14.8% | 0.452% | |
11/12/2021 | Fourthstone LLC | 331,109 | $6.62M | 2.6% | +263.1% | 2.420% | |
11/12/2021 | Geode Capital Management LLC | 94,216 | $1.88M | 0.0% | +2.2% | 0.689% | |
11/10/2021 | Alliancebernstein L.P. | 450,688 | $9.01M | 0.0% | +1.7% | 3.294% | |
11/9/2021 | Barclays PLC | 30,198 | $604K | 0.0% | +1,669.1% | 0.221% | |
11/9/2021 | BlackRock Inc. | 60,612 | $1.21M | 0.0% | -3.2% | 0.443% | |
11/2/2021 | Victory Capital Management Inc. | 33,200 | $664K | 0.0% | -10.2% | 0.243% | |
10/27/2021 | Grant GrossMendelsohn LLC | 9,749 | $201K | 0.2% | N/A | 0.071% | |
8/17/2021 | Millennium Management LLC | 76,679 | $1.32M | 0.0% | N/A | 0.562% | |
8/16/2021 | State Street Corp | 25,961 | $448K | 0.0% | -85.8% | 0.190% | |
8/16/2021 | Tibra Equities Europe Ltd | 14,400 | $249K | 0.1% | N/A | 0.106% | |
8/13/2021 | EJF Capital LLC | 280,769 | $4.85M | 0.4% | N/A | 2.059% | |
8/13/2021 | Renaissance Technologies LLC | 72,600 | $1.25M | 0.0% | +181.6% | 0.532% | |
8/13/2021 | Northern Trust Corp | 21,945 | $379K | 0.0% | -80.8% | 0.161% | |
8/13/2021 | Geode Capital Management LLC | 92,185 | $1.59M | 0.0% | -47.3% | 0.676% | |
8/13/2021 | Vanguard Group Inc. | 448,716 | $7.75M | 0.0% | -18.2% | 3.290% | |
8/13/2021 | Evermay Wealth Management LLC | 6,473 | $112K | 0.0% | N/A | 0.047% | |
8/12/2021 | Dimensional Fund Advisors LP | 49,310 | $851K | 0.0% | +32.7% | 0.362% | |
8/12/2021 | JPMorgan Chase & Co. | 10,779 | $186K | 0.0% | -71.8% | 0.079% | |
8/12/2021 | Ergoteles LLC | 50,239 | $867K | 0.0% | N/A | 0.368% | |
8/6/2021 | Bridgewater Advisors Inc. | 86,494 | $1.49M | 0.5% | N/A | 0.634% | |
8/5/2021 | Fourthstone LLC | 91,187 | $1.58M | 0.7% | N/A | 0.669% | |
8/3/2021 | Victory Capital Management Inc. | 36,963 | $638K | 0.0% | -7.9% | 0.271% | |
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7/30/2021 | Alliancebernstein L.P. | 442,997 | $7.65M | 0.0% | -4.4% | 3.248% | |
5/18/2021 | Endeavour Capital Advisors Inc. | 854,523 | $14.80M | 1.8% | +3.1% | 6.265% | |
5/18/2021 | Morgan Stanley | 46,887 | $812K | 0.0% | +26.2% | 0.344% | |
5/17/2021 | Royal Bank of Canada | 7,992 | $139K | 0.0% | +7.6% | 0.059% | |
5/14/2021 | Dimensional Fund Advisors LP | 37,155 | $644K | 0.0% | +19.5% | 0.272% | |
5/13/2021 | Barclays PLC | 9,872 | $171K | 0.0% | +159.0% | 0.072% | |
5/13/2021 | Renaissance Technologies LLC | 25,780 | $447K | 0.0% | +147.6% | 0.189% | |
5/12/2021 | Northern Trust Corp | 114,053 | $1.98M | 0.0% | -5.2% | 0.836% | |
5/12/2021 | Geode Capital Management LLC | 174,933 | $3.03M | 0.0% | +10.0% | 1.283% | |
5/12/2021 | JPMorgan Chase & Co. | 38,194 | $662K | 0.0% | +5.6% | 0.280% | |