10/3/2024 | Marotta Asset Management | 360,798 | $8.24M | 1.6% | -0.3% | 13.363% | |
9/5/2024 | Sanctuary Advisors LLC | 29,872 | $656K | 0.0% | N/A | 1.106% | |
8/12/2024 | Blair William & Co. IL | 9,500 | $208K | 0.0% | -5.0% | 0.352% | |
8/6/2024 | Mount Lucas Management LP | 31,312 | $684K | 0.2% | -12.7% | 1.160% | |
7/26/2024 | AlphaCentric Advisors LLC | 4,632 | $101K | 0.1% | -13.1% | 0.172% | |
7/25/2024 | AMG National Trust Bank | 28,334 | $619K | 0.0% | +35.5% | 1.049% | |
|
4/2/2024 | Marotta Asset Management | 369,263 | $8.02M | 1.7% | +2.4% | 13.934% | |
2/12/2024 | Hilltop Holdings Inc. | 183,491 | $3.97M | 0.4% | N/A | 6.924% | |
2/8/2024 | AMG National Trust Bank | 10,915 | $236K | 0.0% | N/A | 0.412% | |
2/7/2024 | Mount Lucas Management LP | 34,245 | $740K | 0.2% | +4.0% | 1.292% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 33,703 | $662K | 0.0% | N/A | 1.272% | |
10/11/2023 | Polaris Wealth Advisory Group LLC | 27,024 | $531K | 0.0% | -5.2% | 1.020% | |
10/11/2023 | Marotta Asset Management | 375,491 | $7.38M | 1.7% | +4.3% | 14.169% | |
8/14/2023 | Mount Lucas Management LP | 36,585 | $743K | 0.2% | +6.7% | 1.381% | |
8/11/2023 | Cibc World Market Inc. | 344,593 | $7.00M | 0.0% | -1.1% | 13.004% | |
8/8/2023 | Catalyst Capital Advisors LLC | 32,506 | $660K | 0.0% | -10.4% | 1.275% | |
8/7/2023 | Polaris Wealth Advisory Group LLC | 28,511 | $579K | 0.0% | +2.8% | 1.118% | |
7/21/2023 | Millburn Ridgefield Corp | 32,549 | $661K | 0.0% | -10.3% | 1.276% | |
7/5/2023 | Marotta Asset Management | 359,968 | $7.31M | 1.6% | N/A | 14.116% | |
5/15/2023 | Catalyst Capital Advisors LLC | 36,288 | $735K | 0.0% | -23.7% | 1.544% | |
5/12/2023 | AlphaCentric Advisors LLC | 6,655 | $135K | 0.1% | N/A | 0.283% | |
4/27/2023 | GFS Advisors LLC | 20,000 | $405K | 0.1% | N/A | 0.851% | |
4/25/2023 | Millburn Ridgefield Corp | 36,298 | $735K | 0.0% | -23.7% | 1.545% | |
3/6/2023 | OLD Mission Capital LLC | 39,772 | $756K | 0.0% | +58.8% | 1.768% | |
2/7/2023 | Catalyst Capital Advisors LLC | 47,547 | $903K | 0.0% | -31.8% | 2.113% | |
2/3/2023 | U.S. Capital Wealth Advisors LLC | 1,723 | $33K | 0.0% | N/A | 0.077% | |
1/20/2023 | Millburn Ridgefield Corp | 47,598 | $904K | 0.0% | -31.8% | 2.115% | |
1/3/2023 | Marotta Asset Management | 321,854 | $6.12M | 1.5% | -0.5% | 13.411% | |
11/14/2022 | OLD Mission Capital LLC | 25,046 | $389K | 0.0% | -59.6% | 1.044% | |
11/14/2022 | Equitable Holdings Inc. | 65,137 | $1.01M | 0.0% | +9.6% | 2.714% | |
11/14/2022 | Hsbc Holdings PLC | 12,211 | $190K | 0.0% | +4.8% | 0.509% | |
11/9/2022 | Kovitz Investment Group Partners LLC | 55,127 | $855K | 0.0% | -3.8% | 2.297% | |
11/8/2022 | Catalyst Capital Advisors LLC | 69,759 | $1.08M | 0.0% | +32.8% | 2.907% | |
11/3/2022 | Millburn Ridgefield Corp | 69,776 | $1.08M | 0.0% | +32.8% | 2.907% | |
10/20/2022 | Accuvest Global Advisors | 21,469 | $333K | 0.2% | -54.8% | 0.859% | |
10/12/2022 | Polaris Wealth Advisory Group LLC | 27,470 | $434K | 0.0% | N/A | 1.099% | |
10/11/2022 | Marotta Asset Management | 323,617 | $5.02M | 1.3% | +36.1% | 12.945% | |
8/13/2022 | Marks Group Wealth Management Inc | 12,151 | $220K | 0.0% | -48.4% | 0.347% | |
8/10/2022 | Cibc World Market Inc. | 334,614 | $6.04M | 0.0% | +1.1% | 9.560% | |
8/5/2022 | OLD Mission Capital LLC | 62,053 | $1.12M | 0.0% | N/A | 1.773% | |
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7/21/2022 | Marotta Asset Management | 237,837 | $4.29M | 1.1% | +250.0% | 6.795% | |
7/19/2022 | Millburn Ridgefield Corp | 52,543 | $949K | 0.1% | +28.3% | 1.501% | |
5/12/2022 | Cibc World Market Inc. | 330,872 | $7.15M | 0.0% | +1.1% | 8.070% | |
5/12/2022 | HAP Trading LLC | 48,891 | $1.06M | 0.0% | +193.1% | 1.192% | |
5/10/2022 | Marks Group Wealth Management Inc | 23,567 | $509K | 0.1% | -35.6% | 0.575% | |
5/10/2022 | Catalyst Capital Advisors LLC | 40,914 | $884K | 0.0% | +27.4% | 0.998% | |
5/9/2022 | Sepio Capital LP | 199,883 | $4.32M | 0.4% | -0.8% | 4.875% | |
5/6/2022 | Accuvest Global Advisors | 60,573 | $1.31M | 0.7% | -12.8% | 1.425% | |
5/4/2022 | Cavalier Investments LLC | 69,272 | $1.50M | 0.4% | -33.6% | 1.630% | |
4/22/2022 | Kovitz Investment Group Partners LLC | 57,760 | $1.25M | 0.0% | N/A | 1.375% | |
4/21/2022 | Millburn Ridgefield Corp | 40,941 | $884K | 0.1% | +27.3% | 0.975% | |
4/18/2022 | Teamwork Financial Advisors LLC | 25,219 | $545K | 0.1% | N/A | 0.788% | |
4/18/2022 | AE Wealth Management LLC | 25,267 | $546K | 0.0% | N/A | 0.790% | |
4/8/2022 | Marotta Asset Management | 67,950 | $1.47M | 0.3% | N/A | 2.265% | |
3/3/2022 | Marks Group Wealth Management Inc | 36,618 | $931K | 0.1% | -64.4% | 1.162% | |
2/25/2022 | AlphaCentric Advisors LLC | 1,818 | $46K | 0.0% | N/A | 0.060% | |
2/14/2022 | GHP Investment Advisors Inc. | 8,785 | $224K | 0.0% | N/A | 0.288% | |
2/11/2022 | Equitable Holdings Inc. | 61,837 | $1.57M | 0.0% | -8.3% | 2.027% | |
2/10/2022 | Catalyst Capital Advisors LLC | 32,124 | $818K | 0.0% | +3.3% | 1.053% | |
2/10/2022 | Qube Research & Technologies Ltd | 1,120 | $29K | 0.0% | -70.0% | 0.037% | |
2/10/2022 | OLD Mission Capital LLC | 73,842 | $1.88M | 0.1% | +522.1% | 2.421% | |
2/3/2022 | Advisor Group Holdings Inc. | 79,539 | $2.02M | 0.0% | -7.9% | 2.608% | |
2/2/2022 | Cavalier Investments LLC | 104,272 | $2.65M | 0.7% | -7.1% | 3.364% | |
2/1/2022 | Qube Research & Technologies Ltd | 1,120 | $29K | 0.0% | -70.0% | 0.036% | |
1/28/2022 | Accuvest Global Advisors | 69,487 | $1.77M | 0.8% | +4.8% | 2.242% | |
1/27/2022 | Millburn Ridgefield Corp | 32,149 | $818K | 0.1% | +3.2% | 1.005% | |
1/25/2022 | Sepio Capital LP | 201,526 | $5.13M | 0.4% | +15.5% | 6.107% | |
1/12/2022 | Contravisory Investment Management Inc. | 16,107 | $410K | 0.1% | +8.6% | 0.481% | |
11/15/2021 | Flow Traders U.S. LLC | 18,870 | $469K | 0.0% | +97.2% | 0.532% | |
11/15/2021 | Morgan Stanley | 395,785 | $9.84M | 0.0% | +60.3% | 11.149% | |
11/15/2021 | Zacks Investment Management | 19,789 | $492K | 0.0% | -59.5% | 0.557% | |
11/12/2021 | OLD Mission Capital LLC | 11,870 | $295K | 0.0% | N/A | 0.334% | |
11/5/2021 | Advisor Group Holdings Inc. | 86,319 | $2.15M | 0.0% | +29,768.2% | 2.432% | |
11/3/2021 | Accuvest Global Advisors | 66,290 | $1.65M | 0.8% | -4.3% | 1.867% | |
11/3/2021 | Sepio Capital LP | 174,548 | $4.34M | 0.4% | +17.8% | 4.917% | |
11/2/2021 | Cavalier Investments LLC | 112,260 | $2.79M | 0.9% | +22.4% | 3.162% | |
10/28/2021 | Kovitz Investment Group Partners LLC | 58,968 | $1.47M | 0.0% | +2.5% | 1.661% | |
10/12/2021 | Contravisory Investment Management Inc. | 14,832 | $369K | 0.1% | N/A | 0.418% | |
10/12/2021 | Peak Financial Advisors LLC | 9,425 | $234K | 0.2% | N/A | 0.265% | |
8/24/2021 | Flow Traders U.S. LLC | 9,570 | $229K | 0.0% | N/A | 0.270% | |
8/17/2021 | Zacks Investment Management | 48,891 | $1.17M | 0.0% | +5.2% | 1.377% | |
8/17/2021 | Accuvest Global Advisors | 69,272 | $1.66M | 0.8% | +79.9% | 1.951% | |
8/17/2021 | Citadel Advisors LLC | 39,708 | $952K | 0.0% | N/A | 1.119% | |
8/16/2021 | Morgan Stanley | 246,842 | $5.92M | 0.0% | -21.7% | 6.953% | |
8/16/2021 | Mount Lucas Management LP | 5,163 | $124K | 0.0% | -24.6% | 0.145% | |
8/13/2021 | Qube Research & Technologies Ltd | 1,222 | $29K | 0.0% | N/A | 0.034% | |
8/12/2021 | JPMorgan Chase & Co. | 1,878 | $45K | 0.0% | +82.3% | 0.053% | |
8/12/2021 | Bank of Montreal Can | 10,048 | $256K | 0.0% | N/A | 0.283% | |
8/12/2021 | CIBC World Markets Inc. | 345,594 | $8.28M | 0.0% | N/A | 9.735% | |
8/11/2021 | Equitable Holdings Inc. | 67,437 | $1.62M | 0.0% | -44.6% | 1.900% | |
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8/11/2021 | Cavalier Investments LLC | 91,710 | $2.20M | 0.8% | N/A | 2.583% | |
8/11/2021 | Susquehanna International Group LLP | 15,642 | $375K | 0.0% | -40.7% | 0.441% | |
8/10/2021 | Marks Group Wealth Management Inc | 141,455 | $3.38M | 0.5% | -9.3% | 3.985% | |
8/6/2021 | HighTower Advisors LLC | 12,204 | $292K | 0.0% | N/A | 0.344% | |
8/4/2021 | Kovitz Investment Group Partners LLC | 57,517 | $1.38M | 0.0% | +2.6% | 1.620% | |
5/18/2021 | Morgan Stanley | 315,111 | $6.91M | 0.0% | +5.2% | 9.847% | |
5/17/2021 | Mount Lucas Management LP | 6,852 | $150K | 0.0% | -91.3% | 0.214% | |
5/17/2021 | Marks Group Wealth Management Inc | 156,039 | $3.43M | 0.5% | -8.1% | 4.876% | |
5/17/2021 | Goldman Sachs Group Inc. | 12,089 | $265K | 0.0% | -41.4% | 0.378% | |
5/12/2021 | UBS Group AG | 4,054 | $89K | 0.0% | +30.6% | 0.127% | |