2/14/2025 | IHT Wealth Management LLC | 10,270 | $32K | 0.0% | N/A | 0.061% | |
2/12/2025 | Geode Capital Management LLC | 68,662 | $211K | 0.0% | +47.5% | 0.407% | |
2/11/2025 | LPL Financial LLC | 10,000 | $31K | 0.0% | N/A | 0.059% | |
5/12/2023 | Perritt Capital Management Inc. | 84,383 | $99K | 0.1% | -32.5% | 0.400% | |
5/3/2023 | Redmond Asset Management LLC | 469,001 | $549K | 0.2% | -19.0% | 2.224% | |
2/10/2023 | SVB Wealth LLC | 40,000 | $126K | 0.0% | N/A | 0.203% | |
2/6/2023 | Redmond Asset Management LLC | 579,316 | $1.83M | 0.7% | +0.8% | 2.940% | |
11/15/2022 | Perritt Capital Management Inc. | 130,450 | $629K | 0.4% | -3.7% | 0.662% | |
11/14/2022 | United Capital Financial Advisers LLC | 709,950 | $3.42M | 0.0% | +1.6% | 3.603% | |
11/10/2022 | Redmond Asset Management LLC | 574,696 | $2.77M | 1.0% | +1.1% | 2.916% | |
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10/27/2022 | Sargent Investment Group LLC | 29,055 | $158K | 0.0% | +18.8% | 0.147% | |
10/24/2022 | Shufro Rose & Co. LLC | 12,250 | $59K | 0.0% | N/A | 0.062% | |
8/13/2022 | Virginia Wealth Management Group Inc. | 10,000 | $39K | 0.0% | N/A | 0.051% | |
8/12/2022 | United Capital Financial Advisers LLC | 698,812 | $2.73M | 0.0% | +5.3% | 3.554% | |
8/10/2022 | Redmond Asset Management LLC | 568,454 | $2.22M | 0.8% | +24.7% | 2.891% | |
5/6/2022 | Sargent Investment Group LLC | 24,455 | $61K | 0.0% | N/A | 0.127% | |
5/3/2022 | Redmond Asset Management LLC | 455,873 | $1.13M | 0.3% | +4.9% | 2.360% | |
5/2/2022 | Migdal Insurance & Financial Holdings Ltd. | 77,638 | $194K | 0.0% | -10.5% | 0.402% | |
2/10/2022 | Rafferty Asset Management LLC | 618,665 | $2.13M | 0.0% | -5.2% | 3.292% | |
2/8/2022 | Raymond James & Associates | 56,871 | $196K | 0.0% | -10.5% | 0.303% | |
2/4/2022 | Redmond Asset Management LLC | 434,558 | $1.50M | 0.4% | -1.5% | 2.312% | |
2/3/2022 | Advisor Group Holdings Inc. | 61,483 | $211K | 0.0% | -9.0% | 0.327% | |
2/2/2022 | Migdal Insurance & Financial Holdings Ltd. | 86,762 | $311K | 0.0% | -4.2% | 0.462% | |
1/27/2022 | Brown Advisory Inc. | 10,000 | $34K | 0.0% | N/A | 0.053% | |
1/10/2022 | Penbrook Management LLC | 38,580 | $133K | 0.1% | -50.1% | 0.205% | |
11/16/2021 | Migdal Insurance & Financial Holdings Ltd. | 90,541 | $368K | 0.0% | N/A | 0.514% | |
11/16/2021 | United Capital Financial Advisers LLC | 323,912 | $1.32M | 0.0% | +59.2% | 1.838% | |
11/16/2021 | Voloridge Investment Management LLC | 11,136 | $45K | 0.0% | -75.4% | 0.063% | |
11/15/2021 | Neuberger Berman Group LLC | 97,050 | $394K | 0.0% | -14.8% | 0.551% | |
11/10/2021 | Rafferty Asset Management LLC | 652,633 | $2.65M | 0.0% | N/A | 3.703% | |
11/5/2021 | Advisor Group Holdings Inc. | 67,583 | $274K | 0.0% | +44.3% | 0.383% | |
8/16/2021 | Royal Bank of Canada | 43,650 | $673K | 0.0% | +2,716.1% | 0.248% | |
8/16/2021 | Pinz Capital Management LP | 7,108 | $110K | 0.0% | N/A | 0.040% | |
8/16/2021 | State Street Corp | 52,703 | $812K | 0.0% | +325.0% | 0.299% | |
8/13/2021 | United Capital Financial Advisers LLC | 203,400 | $3.13M | 0.0% | +3.7% | 1.154% | |
8/13/2021 | OLD Mission Capital LLC | 15,977 | $246K | 0.0% | N/A | 0.091% | |
8/13/2021 | Geode Capital Management LLC | 120,296 | $1.85M | 0.0% | +2.1% | 0.683% | |
8/13/2021 | Vanguard Group Inc. | 461,210 | $7.11M | 0.0% | -8.3% | 2.617% | |
8/12/2021 | Legal & General Group Plc | 752,278 | $11.59M | 0.0% | N/A | 4.268% | |
8/12/2021 | Bard Associates Inc. | 123,190 | $1.90M | 0.6% | -42.6% | 0.699% | |
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8/12/2021 | JPMorgan Chase & Co. | 163,203 | $2.52M | 0.0% | +12.4% | 0.926% | |
8/12/2021 | Eqis Capital Management Inc. | 32,284 | $497K | 0.0% | +88.9% | 0.183% | |
8/11/2021 | Bank of New York Mellon Corp | 22,579 | $348K | 0.0% | N/A | 0.128% | |
8/11/2021 | BlackRock Inc. | 279,079 | $4.30M | 0.0% | +313.4% | 1.583% | |
8/11/2021 | Redmond Asset Management LLC | 440,802 | $6.79M | 2.0% | +72.4% | 2.502% | |
8/10/2021 | Citigroup Inc. | 90,285 | $1.39M | 0.0% | +4.3% | 0.512% | |
8/2/2021 | Advisor Group Holdings Inc. | 46,846 | $722K | 0.0% | +77.9% | 0.266% | |
7/31/2021 | Penbrook Management LLC | 77,080 | $1.19M | 0.7% | +60.7% | 0.437% | |
7/31/2021 | NEXT Financial Group Inc | 8,416 | $130K | 0.0% | +71.8% | 0.048% | |
5/26/2021 | First Dallas Securities Inc. | 102,443 | $2.39M | 2.0% | N/A | 0.581% | |
5/19/2021 | Squarepoint Ops LLC | 13,399 | $313K | 0.0% | N/A | 0.076% | |
5/18/2021 | Millennium Management LLC | 149,838 | $3.50M | 0.0% | +875.3% | 0.850% | |
5/18/2021 | Morgan Stanley | 31,431 | $734K | 0.0% | +1,010.2% | 0.178% | |
5/18/2021 | Citadel Advisors LLC | 9,974 | $233K | 0.0% | N/A | 0.057% | |
5/18/2021 | Pentwater Capital Management LP | 25,000 | $584K | 0.0% | -64.3% | 0.142% | |
5/17/2021 | HRT Financial LP | 26,093 | $609K | 0.0% | N/A | 0.148% | |
5/17/2021 | Goldman Sachs Group Inc. | 17,473 | $408K | 0.0% | N/A | 0.099% | |
5/14/2021 | Eqis Capital Management Inc. | 17,090 | $399K | 0.0% | N/A | 0.097% | |
5/14/2021 | Arrowstreet Capital Limited Partnership | 36,727 | $858K | 0.0% | N/A | 0.208% | |
5/14/2021 | O Shaughnessy Asset Management LLC | 10,213 | $239K | 0.0% | -23.3% | 0.058% | |
5/13/2021 | Barclays PLC | 1,581 | $37K | 0.0% | N/A | 0.009% | |
5/13/2021 | ShoreHaven Wealth Partners LLC | 6,543 | $153K | 0.1% | +168.5% | 0.037% | |
5/13/2021 | Kepos Capital LP | 150,000 | $3.51M | 0.2% | -50.9% | 0.852% | |
5/13/2021 | Citigroup Inc. | 86,597 | $2.02M | 0.0% | +965.2% | 0.492% | |
5/12/2021 | JPMorgan Chase & Co. | 145,156 | $3.39M | 0.0% | N/A | 0.824% | |
5/11/2021 | Vontobel Holding Ltd. | 11,600 | $271K | 0.0% | N/A | 0.066% | |
5/11/2021 | EAM Investors LLC | 51,102 | $1.19M | 0.2% | -31.4% | 0.290% | |
5/7/2021 | BlackRock Inc. | 67,514 | $1.58M | 0.0% | +75.5% | 0.383% | |
5/7/2021 | The PNC Financial Services Group Inc. | 4,600 | $108K | 0.0% | N/A | 0.026% | |
5/6/2021 | Redmond Asset Management LLC | 255,645 | $5.97M | 1.9% | -19.3% | 1.451% | |
5/5/2021 | Penbrook Management LLC | 47,975 | $1.12M | 0.8% | N/A | 0.272% | |
5/5/2021 | Samson Rock Capital LLP | 28,135 | $658K | 0.2% | N/A | 0.160% | |
5/3/2021 | Flagship Harbor Advisors LLC | 9,663 | $226K | 0.0% | N/A | 0.055% | |
4/28/2021 | Perkins Capital Management Inc. | 59,750 | $1.40M | 0.8% | -1.2% | 0.339% | |
4/27/2021 | Dorsey Wright & Associates | 1,564 | $37K | 0.4% | N/A | 0.009% | |
4/16/2021 | NEXT Financial Group Inc | 4,900 | $115K | 0.0% | N/A | 0.028% | |
2/11/2021 | Northern Trust Corp | 28,961 | $510K | 0.0% | N/A | 0.166% | |