7/30/2025 | Steel Grove Capital Advisors LLC | 606,155 | $33.55M | 3.9% | +1.9% | 1.888% | |
7/25/2025 | LRI Investments LLC | 9,805 | $543K | 0.0% | +8.9% | 0.031% | |
7/16/2025 | Old Port Advisors | 128,578 | $7.12M | 1.9% | -1.8% | 0.400% | |
7/11/2025 | Adirondack Trust Co. | 849 | $47K | 0.0% | N/A | 0.003% | |
7/1/2025 | Park National Corp OH | 52,402 | $2.90M | 0.1% | -91.4% | 0.157% | |
5/12/2025 | Operose Advisors LLC | 681 | $37K | 0.0% | N/A | 0.002% | |
5/6/2025 | Madison Asset Management LLC | 1,345,696 | $72.99M | 0.8% | +2.0% | 3.884% | |
5/6/2025 | Old Port Advisors | 130,877 | $7.10M | 2.1% | -21.5% | 0.378% | |
5/1/2025 | LRI Investments LLC | 9,004 | $488K | 0.0% | +38.5% | 0.026% | |
4/29/2025 | Bank of New York Mellon Corp | 341,899 | $18.55M | 0.0% | -5.6% | 0.987% | |
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4/24/2025 | Aspect Partners LLC | 40,996 | $2.22M | 1.3% | -6.2% | 0.119% | |
4/21/2025 | Steel Grove Capital Advisors LLC | 594,754 | $32.26M | 4.9% | -1.5% | 1.724% | |
4/14/2025 | Farther Finance Advisors LLC | 847 | $46K | 0.0% | -56.5% | 0.002% | |
4/9/2025 | NBC Securities Inc. | 562 | $30K | 0.0% | N/A | 0.002% | |
4/2/2025 | Park National Corp OH | 611,727 | $33.18M | 1.2% | +2.6% | 1.777% | |
2/17/2025 | Captrust Financial Advisors | 249,961 | $13.73M | 0.0% | -77.7% | 0.726% | |
2/14/2025 | Integrated Wealth Concepts LLC | 14,885 | $818K | 0.0% | -1.5% | 0.043% | |
2/14/2025 | Steel Grove Capital Advisors LLC | 603,933 | $33.17M | 4.6% | -1.0% | 1.753% | |
2/12/2025 | Perritt Capital Management Inc | 131,465 | $7.22M | 3.8% | +5.4% | 0.382% | |
2/12/2025 | JPMorgan Chase & Co. | 28,405 | $1.56M | 0.0% | +20.4% | 0.082% | |
2/10/2025 | Madison Investment Advisors LLC | 1,318,928 | $72.44M | 0.8% | N/A | 3.829% | |
2/4/2025 | Bank of New York Mellon Corp | 362,135 | $19.89M | 0.0% | -4.5% | 1.051% | |
2/3/2025 | Aspect Partners LLC | 43,724 | $2.40M | 1.4% | +6.4% | 0.127% | |
1/8/2025 | Park National Corp OH | 596,346 | $32.75M | 1.2% | +3.8% | 1.731% | |
12/26/2024 | JPMorgan Chase & Co. | 23,587 | $1.34M | 0.0% | -1.3% | 0.068% | |
11/15/2024 | LRI Investments LLC | 6,496 | $372K | 0.0% | N/A | 0.019% | |
11/15/2024 | Integrated Wealth Concepts LLC | 15,107 | $857K | 0.0% | +2.0% | 0.044% | |
11/14/2024 | Captrust Financial Advisors | 1,122,775 | $63.70M | 0.2% | -2.5% | 3.259% | |
10/15/2024 | Aspect Partners LLC | 41,098 | $2.33M | 1.3% | +3.3% | 0.119% | |
10/15/2024 | NBC Securities Inc. | 557 | $31K | 0.0% | -31.0% | 0.002% | |
10/1/2024 | Park National Corp OH | 574,661 | $32.60M | 1.1% | +23.9% | 1.668% | |
8/14/2024 | Steel Grove Capital Advisors LLC | 633,827 | $32.57M | 4.5% | -4.3% | 1.840% | |
8/8/2024 | Perritt Capital Management Inc | 123,479 | $6.35M | 3.5% | +4.4% | 0.358% | |
7/26/2024 | Bank of New York Mellon Corp | 369,065 | $18.97M | 0.0% | +16.1% | 1.071% | |
7/16/2024 | Aspect Partners LLC | 39,775 | $2.04M | 1.2% | +38.3% | 0.115% | |
7/15/2024 | Park National Corp OH | 463,897 | $23.84M | 0.9% | N/A | 1.347% | |
5/17/2024 | Aspect Partners LLC | 28,764 | $1.55M | 1.2% | +4.8% | 0.083% | |
5/15/2024 | Perritt Capital Management Inc. | 118,263 | $6.38M | 3.4% | +11.7% | 0.343% | |
5/14/2024 | InterOcean Capital Group LLC | 217,208 | $11.71M | 0.3% | -0.9% | 0.631% | |
4/22/2024 | Oakworth Capital Inc. | 672 | $36K | 0.0% | -34.3% | 0.002% | |
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4/5/2024 | NBC Securities Inc. | 648 | $34K | 0.0% | +60.0% | 0.003% | |
2/16/2024 | Aspect Partners LLC | 27,434 | $1.35M | 0.9% | N/A | 0.117% | |
2/15/2024 | Perritt Capital Management Inc. | 105,898 | $5.23M | 2.9% | +7.2% | 0.450% | |
2/12/2024 | Tradition Wealth Management LLC | 9,167 | $453K | 0.0% | -11.6% | 0.039% | |
2/12/2024 | Madison Asset Management LLC | 1,355,801 | $66.94M | 0.9% | -7.6% | 5.764% | |
2/9/2024 | InterOcean Capital Group LLC | 219,117 | $10.82M | 0.3% | +8.9% | 0.932% | |
1/31/2024 | Oakworth Capital Inc. | 1,023 | $51K | 0.0% | N/A | 0.004% | |
1/2/2024 | Anchor Investment Management LLC | 7,164 | $354K | 0.0% | N/A | 0.030% | |
11/14/2023 | Perritt Capital Management Inc. | 98,743 | $4.41M | 2.6% | N/A | 0.420% | |
8/1/2023 | Madison Asset Management LLC | 1,014,206 | $45.91M | 0.7% | -15.1% | 4.312% | |
5/12/2023 | Tradition Wealth Management LLC | 10,603 | $458K | 0.1% | N/A | 0.047% | |
4/26/2023 | Madison Asset Management LLC | 1,194,258 | $51.53M | 0.8% | -5.4% | 5.332% | |
2/8/2023 | InterOcean Capital Group LLC | 116,036 | $4.73M | 0.2% | -64.9% | 0.527% | |
2/8/2023 | Madison Asset Management LLC | 1,261,987 | $51.49M | 0.8% | +8.4% | 5.736% | |
1/31/2023 | Hutchens & Kramer Investment Management Group LLC | 40,569 | $1.66M | 1.2% | N/A | 0.184% | |
1/25/2023 | Mayflower Financial Advisors LLC | 10,982 | $448K | 0.1% | N/A | 0.050% | |
1/19/2023 | Mayflower Financial Advisors LLC | 10,982 | $448K | 0.3% | N/A | 0.050% | |
11/8/2022 | Herold Advisors Inc. | 51,724 | $1.91M | 0.9% | +2.7% | 0.256% | |
11/3/2022 | Oxbow Advisors LLC | 182,053 | $6.72M | 1.1% | -2.2% | 0.900% | |
8/15/2022 | InterOcean Capital Group LLC | 370,619 | $14.35M | 0.6% | N/A | 1.975% | |
8/13/2022 | Madison Asset Management LLC | 981,131 | $37.99M | 0.6% | +31.8% | 5.227% | |
8/5/2022 | OLD Mission Capital LLC | 30,921 | $1.20M | 0.0% | -11.6% | 0.165% | |
7/15/2022 | Herold Advisors Inc. | 50,360 | $1.95M | 0.9% | +6.8% | 0.278% | |
5/12/2022 | Madison Asset Management LLC | 744,518 | $33.13M | 0.5% | -24.1% | 4.432% | |
5/10/2022 | Evoke Wealth LLC | 2,635 | $117K | 0.0% | N/A | 0.016% | |
5/9/2022 | Herold Advisors Inc. | 47,170 | $2.10M | 0.7% | -1.5% | 0.280% | |
5/9/2022 | Oxbow Advisors LLC | 202,714 | $9.02M | 0.9% | -5.8% | 1.205% | |
2/16/2022 | Madison Asset Management LLC | 981,563 | $45.43M | 0.6% | -5.5% | 6.758% | |
2/10/2022 | OLD Mission Capital LLC | 34,065 | $1.58M | 0.1% | N/A | 0.236% | |
2/9/2022 | Oxbow Advisors LLC | 215,122 | $9.96M | 1.0% | +2.4% | 1.489% | |
1/20/2022 | Herold Advisors Inc. | 47,872 | $2.22M | 0.9% | -2.4% | 0.353% | |
11/16/2021 | Captrust Financial Advisors | 2,510 | $103K | 0.0% | +98.3% | 0.023% | |
11/15/2021 | Madison Asset Management LLC | 1,038,617 | $42.54M | 0.6% | +49.6% | 9.798% | |
11/10/2021 | Oxbow Advisors LLC | 210,003 | $8.60M | 0.9% | +17.2% | 1.991% | |
11/3/2021 | Herold Advisors Inc. | 49,030 | $2.01M | 0.8% | N/A | 0.484% | |
8/9/2021 | Madison Asset Management LLC | 694,481 | $28.95M | 0.4% | -36.7% | 8.029% | |
8/5/2021 | US Bancorp DE | 6,720 | $280K | 0.0% | +4.5% | 0.079% | |
8/4/2021 | Oxbow Advisors LLC | 179,188 | $7.47M | 0.8% | +9.2% | 2.102% | |