4/24/2025 | Crescent Grove Advisors LLC | 23,871 | $298K | 0.0% | N/A | 0.000% | |
4/23/2025 | Golden State Wealth Management LLC | 1,964 | $25K | 0.0% | +100.0% | 0.000% | |
4/21/2025 | Riverbridge Partners LLC | 58,145 | $726K | 0.0% | +10.1% | 0.000% | |
4/9/2025 | Sanders Morris Harris LLC | 14,000 | $175K | 0.0% | N/A | 0.000% | |
2/17/2025 | Bank of America Corp DE | 11,609 | $152K | 0.0% | +60.9% | 0.000% | |
2/14/2025 | Lido Advisors LLC | 110,887 | $1.45M | 0.0% | +26.2% | 0.000% | |
2/14/2025 | Northern Trust Corp | 98,372 | $1.29M | 0.0% | -2.4% | 0.000% | |
2/13/2025 | Barclays PLC | 19,234 | $252K | 0.0% | +12.8% | 0.000% | |
2/13/2025 | Scotia Capital Inc. | 60,697 | $794K | 0.0% | N/A | 0.000% | |
2/13/2025 | Renaissance Technologies LLC | 112,834 | $1.48M | 0.0% | -19.9% | 0.000% | |
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2/13/2025 | Wells Fargo & Company MN | 8,493 | $111K | 0.0% | +23.8% | 0.000% | |
2/12/2025 | Geode Capital Management LLC | 328,347 | $4.30M | 0.0% | +0.6% | 0.000% | |
2/12/2025 | JPMorgan Chase & Co. | 45,793 | $599K | 0.0% | +91.8% | 0.000% | |
2/7/2025 | Independent Advisor Alliance | 292,336 | $3.82M | 0.1% | -5.7% | 0.000% | |
2/5/2025 | Bailard Inc. | 58,500 | $765K | 0.0% | +65.3% | 0.000% | |
2/4/2025 | Bank of New York Mellon Corp | 25,875 | $338K | 0.0% | -4.2% | 0.000% | |
1/31/2025 | Global Retirement Partners LLC | 6,382 | $83K | 0.0% | -16.7% | 0.000% | |
1/17/2025 | Riverbridge Partners LLC | 52,802 | $691K | 0.0% | N/A | 0.000% | |
12/26/2024 | JPMorgan Chase & Co. | 23,870 | $329K | 0.0% | +241.5% | 0.000% | |
11/19/2024 | Barclays PLC | 17,047 | $235K | 0.0% | +20.9% | 0.000% | |
11/16/2024 | Geode Capital Management LLC | 326,256 | $4.49M | 0.0% | +3.8% | 0.000% | |
11/15/2024 | Barclays PLC | 17,047 | $235K | 0.0% | +20.9% | 0.000% | |
11/15/2024 | Jane Street Group LLC | 10,666 | $147K | 0.0% | N/A | 0.000% | |
11/15/2024 | State Street Corp | 182,609 | $2.52M | 0.0% | +21.6% | 0.000% | |
11/14/2024 | MetLife Investment Management LLC | 8,000 | $110K | 0.0% | +129.1% | 0.000% | |
11/13/2024 | Independent Advisor Alliance | 309,957 | $4.27M | 0.2% | +0.6% | 0.000% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 36,640 | $505K | 0.0% | +4.4% | 0.000% | |
10/30/2024 | Crescent Grove Advisors LLC | 37,100 | $511K | 0.1% | -63.6% | 0.000% | |
10/24/2024 | Nisa Investment Advisors LLC | 4,008 | $55K | 0.0% | -25.0% | 0.000% | |
10/21/2024 | Calton & Associates Inc. | 13,538 | $186K | 0.1% | N/A | 0.000% | |
8/9/2024 | Renaissance Technologies LLC | 132,400 | $1.68M | 0.0% | -25.4% | 0.000% | |
8/6/2024 | Acadian Asset Management LLC | 133,225 | $1.69M | 0.0% | -11.4% | 0.000% | |
7/26/2024 | Bank of New York Mellon Corp | 35,814 | $454K | 0.0% | N/A | 0.000% | |
7/26/2024 | Bailard Inc. | 16,500 | $209K | 0.0% | N/A | 0.000% | |
7/23/2024 | Crescent Grove Advisors LLC | 101,870 | $1.29M | 0.1% | +157.4% | 0.000% | |
5/10/2024 | Acadian Asset Management LLC | 150,312 | $1.94M | 0.0% | -28.1% | 0.000% | |
5/1/2024 | Matisse Capital | 142,000 | $1.84M | 0.9% | +0.7% | 0.000% | |
4/29/2024 | Crescent Grove Advisors LLC | 39,575 | $511K | 0.1% | N/A | 0.000% | |
2/28/2024 | EP Wealth Advisors LLC | 37,856 | $490K | 0.0% | N/A | 0.000% | |
2/12/2024 | Scotia Capital Inc. | 75,357 | $975K | 0.0% | +7.4% | 0.000% | |
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2/9/2024 | Kore Advisors LP | 123,076 | $1.59M | 0.4% | N/A | 0.000% | |
2/8/2024 | Independent Advisor Alliance | 312,882 | $4.05M | 0.1% | -16.8% | 0.000% | |
2/8/2024 | Matisse Capital | 141,000 | $1.83M | 1.0% | -29.5% | 0.000% | |
2/8/2024 | Kingsview Wealth Management LLC | 33,505 | $434K | 0.0% | N/A | 0.000% | |
2/7/2024 | Jump Financial LLC | 10,200 | $132K | 0.0% | N/A | 0.000% | |
1/16/2024 | Raymond James & Associates | 11,032 | $143K | 0.0% | -24.3% | 0.000% | |
12/6/2023 | Citigroup Inc. | 23,362 | $255K | 0.0% | N/A | 0.000% | |
11/15/2023 | Scotia Capital Inc. | 70,194 | $767K | 0.0% | +1.4% | 0.000% | |
11/13/2023 | Acadian Asset Management LLC | 158,447 | $1.73M | 0.0% | +56.1% | 0.000% | |
11/2/2023 | Nisa Investment Advisors LLC | 5,342 | $58K | 0.0% | +55.2% | 0.000% | |
10/31/2023 | Golden Green Inc. | 30,703 | $335K | 0.3% | +7.5% | 0.000% | |
10/25/2023 | Crescent Grove Advisors LLC | 61,615 | $673K | 0.1% | N/A | 0.000% | |
10/24/2023 | Eudaimonia Partners LLC | 13,013 | $142K | 0.0% | -7.9% | 0.000% | |
10/24/2023 | Independent Advisor Alliance | 375,862 | $4.10M | 0.2% | -24.1% | 0.000% | |
8/11/2023 | Huntington National Bank | 4,002 | $41K | 0.0% | N/A | 0.000% | |
8/7/2023 | Acadian Asset Management LLC | 101,500 | $1.04M | 0.0% | +3.7% | 0.000% | |
8/3/2023 | Scotia Capital Inc. | 69,240 | $710K | 0.0% | +4.1% | 0.000% | |
7/28/2023 | Independent Advisor Alliance | 495,356 | $5.08M | 0.2% | -23.9% | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 26,540 | $272K | 0.0% | N/A | 0.000% | |
7/25/2023 | Raymond James & Associates | 14,570 | $149K | 0.0% | -12.4% | 0.000% | |
5/12/2023 | Independent Advisor Alliance | 651,195 | $6.54M | 0.3% | -3.9% | 0.000% | |
5/11/2023 | Acadian Asset Management LLC | 97,853 | $980K | 0.0% | +212.3% | 0.000% | |
5/11/2023 | Golden Green Inc. | 27,861 | $280K | 0.3% | N/A | 0.000% | |
5/11/2023 | Scotia Capital Inc. | 66,535 | $665K | 0.0% | +9.1% | 0.000% | |
5/9/2023 | Atlas Wealth LLC | 474,144 | $4.76M | 0.9% | N/A | 0.000% | |
4/18/2023 | Claybrook Capital LLC | 70,588 | $709K | 0.4% | +83.7% | 0.000% | |
2/9/2023 | Scotia Capital Inc. | 61,013 | $555K | 0.0% | +1.7% | 0.000% | |
1/24/2023 | Claybrook Capital LLC | 38,435 | $349K | 0.2% | N/A | 0.000% | |
1/18/2023 | Private Advisor Group LLC | 10,527 | $95.45M | 0.0% | -11.0% | 0.000% | |
11/14/2022 | Almitas Capital LLC | 86,621 | $790K | 0.6% | -32.1% | 0.000% | |
11/14/2022 | Mariner Investment Group LLC | 204,582 | $1.87M | 2.1% | +10.2% | 0.000% | |
11/8/2022 | Matisse Capital | 200,000 | $1.82M | 2.3% | -2.1% | 0.000% | |
11/7/2022 | Nisa Investment Advisors LLC | 3,442 | $31K | 0.0% | +138.7% | 0.000% | |
11/4/2022 | Independent Advisor Alliance | 648,026 | $5.91M | 0.3% | +10.5% | 0.000% | |
11/4/2022 | Eudaimonia Partners LLC | 13,773 | $126K | 0.0% | N/A | 0.000% | |
10/14/2022 | Private Advisor Group LLC | 11,827 | $108K | 0.0% | -25.3% | 0.000% | |
8/13/2022 | Mariner Investment Group LLC | 185,615 | $1.98M | 2.1% | +10.1% | 0.000% | |
8/5/2022 | Scotia Capital Inc. | 59,364 | $634K | 0.0% | +17.4% | 0.000% | |
8/4/2022 | Independent Advisor Alliance | 586,466 | $6.26M | 0.3% | N/A | 0.000% | |
7/28/2022 | Matisse Capital | 204,382 | $2.18M | 2.1% | N/A | 0.000% | |
7/13/2022 | Private Advisor Group LLC | 15,827 | $169K | 0.0% | +14.7% | 0.000% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 56,196 | $600K | 0.0% | +2.4% | 0.000% | |