8/15/2025 | Bank of America Corp DE | 56,552 | $637K | 0.0% | -44.4% | 0.315% | |
8/13/2025 | Brown Advisory Inc. | 11,049 | $124K | 0.0% | N/A | 0.062% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 7,350 | $83K | 0.0% | +351.2% | 0.041% | |
8/8/2025 | Fiera Capital Corp | 159,757 | $1.80M | 0.0% | -1.3% | 0.891% | |
8/6/2025 | Atlantic Union Bankshares Corp | 10,000 | $113K | 0.0% | N/A | 0.056% | |
8/4/2025 | Wolverine Asset Management LLC | 5,450 | $61K | 0.0% | N/A | 0.030% | |
8/4/2025 | Northwest Financial Advisors | 45,804 | $516K | 0.7% | +10.5% | 0.255% | |
8/1/2025 | Envestnet Asset Management Inc. | 37,827 | $426K | 0.0% | +7.3% | 0.211% | |
7/22/2025 | DAVENPORT & Co LLC | 239,764 | $2.70M | 0.0% | +2.8% | 1.337% | |
7/18/2025 | Truist Financial Corp | 55,404 | $624K | 0.0% | +6.1% | 0.309% | |
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5/15/2025 | Royal Bank of Canada | 32,568 | $389K | 0.0% | -2.7% | 0.182% | |
5/12/2025 | Virtu Financial LLC | 14,238 | $170K | 0.0% | N/A | 0.079% | |
5/9/2025 | Atria Wealth Solutions Inc. | 21,428 | $256K | 0.0% | -6.6% | 0.119% | |
5/7/2025 | Fiera Capital Corp | 161,786 | $1.93M | 0.0% | -8.9% | 0.902% | |
5/7/2025 | Cornerstone Advisory LLC | 15,000 | $169K | 0.0% | +50.0% | 0.084% | |
5/5/2025 | Private Advisor Group LLC | 28,212 | $337K | 0.0% | -11.6% | 0.157% | |
4/29/2025 | Envestnet Asset Management Inc. | 35,242 | $421K | 0.0% | +214.8% | 0.197% | |
4/29/2025 | Burke & Herbert Bank & Trust Co. | 10,400 | $124K | 0.0% | N/A | 0.058% | |
4/28/2025 | DAVENPORT & Co LLC | 233,306 | $2.79M | 0.0% | +3.8% | 1.301% | |
4/23/2025 | Bessemer Group Inc. | 9,622 | $115K | 0.0% | N/A | 0.054% | |
4/23/2025 | Spire Wealth Management | 10,007 | $119K | 0.0% | +42.8% | 0.056% | |
4/22/2025 | XML Financial LLC | 15,350 | $183K | 0.0% | -33.1% | 0.086% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 120,264 | $1.44M | 0.0% | +32.7% | 0.671% | |
4/17/2025 | Janney Montgomery Scott LLC | 45,252 | $540K | 0.0% | -2.9% | 0.252% | |
4/11/2025 | Northwest Financial Advisors | 41,458 | $495K | 0.4% | -17.6% | 0.231% | |
2/18/2025 | Elequin Capital LP | 2,564 | $32K | 0.0% | N/A | 0.014% | |
2/17/2025 | Cary Street Partners Financial LLC | 16,378 | $207K | 0.0% | N/A | 0.091% | |
2/17/2025 | Bank of America Corp DE | 106,122 | $1.34M | 0.0% | -5.1% | 0.592% | |
2/14/2025 | AQR Arbitrage LLC | 19,346 | $245K | 0.0% | -61.4% | 0.108% | |
2/13/2025 | Raymond James Financial Inc. | 81,912 | $1.04M | 0.0% | N/A | 0.457% | |
2/13/2025 | Envestnet Asset Management Inc. | 11,196 | $142K | 0.0% | -56.2% | 0.062% | |
2/13/2025 | Wells Fargo & Company MN | 221,615 | $2.80M | 0.0% | +17.3% | 1.236% | |
2/11/2025 | Sandy Spring Bank | 10,000 | $126K | 0.0% | -33.3% | 0.056% | |
2/6/2025 | Raymond James Financial Inc. | 81,912 | $1.04M | 0.0% | N/A | 0.457% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 9,568 | $121K | 0.0% | -34.3% | 0.053% | |
2/3/2025 | Private Advisor Group LLC | 31,916 | $404K | 0.0% | -9.4% | 0.178% | |
1/31/2025 | Atria Wealth Solutions Inc. | 22,951 | $290K | 0.0% | +10.6% | 0.128% | |
1/31/2025 | Truist Financial Corp | 24,611 | $311K | 0.0% | -43.8% | 0.137% | |
1/24/2025 | DAVENPORT & Co LLC | 224,754 | $2.84M | 0.0% | +12.1% | 1.254% | |
1/17/2025 | Janney Montgomery Scott LLC | 46,594 | $589K | 0.0% | +34.9% | 0.000% | |
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1/17/2025 | XML Financial LLC | 22,946 | $290K | 0.0% | +49.5% | 0.000% | |
1/16/2025 | Harbor Investment Advisory LLC | 3,413 | $43K | 0.0% | -61.1% | 0.000% | |
11/1/2024 | Fiera Capital Corp | 179,092 | $2.33M | 0.0% | -6.2% | 0.999% | |
10/22/2024 | Private Advisor Group LLC | 35,235 | $459K | 0.0% | -13.4% | 0.197% | |
8/21/2024 | Truist Financial Corp | 47,216 | $543K | 0.0% | -20.2% | 0.263% | |
8/15/2024 | Logan Stone Capital LLC | 48,878 | $562K | 0.1% | -41.6% | 0.273% | |
8/1/2024 | Fiera Capital Corp | 190,974 | $2.20M | 0.0% | -33.2% | 1.065% | |
7/31/2024 | Canal Capital Management LLC | 20,792 | $239K | 0.0% | N/A | 0.116% | |
7/25/2024 | Atlantic Union Bankshares Corp | 46,002 | $529K | 0.0% | N/A | 0.257% | |
5/1/2024 | Janney Montgomery Scott LLC | 38,805 | $430K | 0.0% | -5.9% | 0.217% | |
5/1/2024 | Private Advisor Group LLC | 39,603 | $438K | 0.0% | +5.9% | 0.221% | |
4/19/2024 | American National Bank & Trust Co. VA | 46,002 | $509K | 0.1% | N/A | 0.257% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 30,969 | $343K | 0.0% | N/A | 0.173% | |
4/12/2024 | Harbor Investment Advisory LLC | 8,428 | $93K | 0.0% | -28.1% | 0.047% | |
2/13/2024 | Cornerstone Advisory LLC | 10,000 | $108K | 0.0% | -48.0% | 0.056% | |
2/12/2024 | RPO LLC | 33,055 | $356K | 0.5% | -22.6% | 0.184% | |
2/8/2024 | Robinson Capital Management LLC | 161,056 | $1.73M | 0.6% | +62.7% | 0.899% | |
2/8/2024 | Matisse Capital | 150,143 | $1.62M | 0.9% | N/A | 0.838% | |
2/8/2024 | Fiera Capital Corp | 359,533 | $3.88M | 0.0% | N/A | 2.006% | |
2/8/2024 | Janney Montgomery Scott LLC | 41,250 | $445K | 0.0% | -13.0% | 0.230% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 16,878 | $182K | 0.0% | -53.2% | 0.094% | |
2/7/2024 | Northwest Financial Advisors | 28,790 | $310K | 0.3% | N/A | 0.161% | |
2/5/2024 | Cary Street Partners Investment Advisory LLC | 24,427 | $263K | 0.1% | -32.3% | 0.136% | |
2/2/2024 | Truist Financial Corp | 56,364 | $608K | 0.0% | +4.8% | 0.315% | |
2/2/2024 | Atria Wealth Solutions Inc. | 20,016 | $216K | 0.0% | +10.0% | 0.112% | |
2/1/2024 | Wolverine Asset Management LLC | 23,451 | $253K | 0.0% | -79.0% | 0.131% | |
2/1/2024 | Capital Investment Advisory Services LLC | 19,528 | $211K | 0.0% | -11.4% | 0.109% | |
1/24/2024 | Smith Salley & Associates | 46,002 | $496K | 0.0% | N/A | 0.257% | |
1/23/2024 | DAVENPORT & Co LLC | 171,872 | $1.85M | 0.0% | +10.8% | 0.959% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 12,547 | $135K | 0.0% | -31.2% | 0.070% | |
1/16/2024 | Raymond James & Associates | 38,301 | $413K | 0.0% | +9.4% | 0.214% | |
11/14/2023 | AQR Arbitrage LLC | 61,750 | $587K | 0.0% | N/A | 0.345% | |
11/14/2023 | Robinson Capital Management LLC | 98,974 | $931K | 0.4% | N/A | 0.552% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 36,078 | $343K | 0.0% | -8.4% | 0.201% | |
11/13/2023 | Wolverine Asset Management LLC | 111,528 | $1.06M | 0.0% | +16.4% | 0.622% | |
11/8/2023 | Atria Wealth Solutions Inc. | 18,204 | $173K | 0.0% | +6.1% | 0.102% | |
11/6/2023 | RPO LLC | 42,685 | $406K | 0.5% | N/A | 0.238% | |
11/3/2023 | Private Advisor Group LLC | 36,640 | $348K | 0.0% | +7.0% | 0.204% | |
11/2/2023 | Capital Investment Advisory Services LLC | 22,038 | $209K | 0.0% | -11.9% | 0.123% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 47,947 | $455K | 0.0% | +24.6% | 0.268% | |
10/23/2023 | Suncoast Equity Management | 19,829 | $188K | 0.0% | -13.3% | 0.111% | |
10/17/2023 | DAVENPORT & Co LLC | 155,182 | $1.47M | 0.0% | +7.1% | 0.866% | |
10/13/2023 | Harbor Investment Advisory LLC | 11,688 | $111K | 0.0% | -21.5% | 0.065% | |
8/11/2023 | Landscape Capital Management L.L.C. | 16,057 | $173K | 0.0% | N/A | 0.090% | |
8/10/2023 | Cary Street Partners Investment Advisory LLC | 39,400 | $425K | 0.0% | -38.5% | 0.220% | |
8/9/2023 | Coastal Investment Advisors Inc. | 47,969 | $518K | 0.1% | -10.3% | 0.268% | |
8/7/2023 | Wolverine Asset Management LLC | 95,781 | $1.03M | 0.0% | +77.9% | 0.534% | |
8/3/2023 | AMG National Trust Bank | 12,612 | $136K | 0.0% | -37.6% | 0.070% | |
8/1/2023 | Truist Financial Corp | 52,508 | $567K | 0.0% | +9.8% | 0.293% | |
7/26/2023 | Janney Montgomery Scott LLC | 47,111 | $508K | 0.0% | +27.0% | 0.263% | |
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7/25/2023 | Raymond James & Associates | 35,501 | $383K | 0.0% | -9.2% | 0.198% | |
7/21/2023 | Ackerman Capital Advisors LLC | 25,658 | $277K | 0.1% | N/A | 0.143% | |
7/20/2023 | DAVENPORT & Co LLC | 144,925 | $1.56M | 0.0% | -4.2% | 0.809% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 38,466 | $415K | 0.0% | -13.4% | 0.215% | |
5/10/2023 | Private Advisor Group LLC | 34,725 | $396K | 0.0% | N/A | 0.194% | |
5/10/2023 | AMG National Trust Bank | 20,212 | $230K | 0.0% | +60.3% | 0.113% | |
5/10/2023 | Dudley Capital Management LLC | 15,000 | $171K | 0.1% | +7.1% | 0.084% | |
5/8/2023 | Wolverine Asset Management LLC | 53,834 | $614K | 0.0% | +93.4% | 0.300% | |
5/5/2023 | Sandy Spring Bank | 15,000 | $171K | 0.0% | -6.3% | 0.084% | |
5/5/2023 | Truist Financial Corp | 47,801 | $545K | 0.0% | -18.6% | 0.267% | |