11/15/2024 | MML Investors Services LLC | 16,393 | $829K | 0.0% | -17.5% | 0.525% | |
11/15/2024 | Quantinno Capital Management LP | 8,117 | $411K | 0.0% | N/A | 0.260% | |
11/15/2024 | Integrated Wealth Concepts LLC | 4,749 | $240K | 0.0% | N/A | 0.152% | |
11/13/2024 | Capital Square LLC | 11,509 | $582K | 0.4% | N/A | 0.369% | |
10/30/2024 | Moloney Securities Asset Management LLC | 46,115 | $2.33M | 0.3% | -1.2% | 1.478% | |
10/28/2024 | Austin Wealth Management LLC | 563,788 | $28.16M | 6.2% | +2.9% | 18.070% | |
|
10/8/2024 | Williams & Novak LLC | 134,707 | $6.82M | 6.4% | -1.9% | 4.318% | |
8/8/2024 | Schiavi & Co LLC | 1,313,907 | $62.30M | 24.4% | -1.4% | 42.112% | |
7/31/2024 | Austin Wealth Management LLC | 548,021 | $26.33M | 6.2% | +0.7% | 17.565% | |
7/12/2024 | Williams & Novak LLC | 137,361 | $6.51M | 6.1% | -1.5% | 4.403% | |
7/9/2024 | Baker Ellis Asset Management LLC | 220,307 | $10.45M | 1.6% | +0.5% | 7.061% | |
5/23/2024 | Austin Wealth Management LLC | 544,283 | $25.35M | 6.3% | +0.0% | 17.445% | |
5/2/2024 | Moloney Securities Asset Management LLC | 46,836 | $2.21M | 0.3% | -4.5% | 1.455% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 29,526 | $1.39M | 0.0% | +24.6% | 0.946% | |
4/17/2024 | Baker Ellis Asset Management LLC | 219,104 | $10.34M | 1.5% | +6.3% | 7.023% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 137,231 | $6.47M | 0.2% | +0.2% | 4.398% | |
2/21/2024 | Austin Wealth Management LLC | 544,033 | $24.12M | 6.5% | +0.8% | 16.895% | |
2/8/2024 | Schiavi & Co LLC | 1,334,911 | $55.91M | 23.2% | -7.0% | 41.457% | |
1/26/2024 | Williams & Novak LLC | 139,484 | $5.84M | 6.6% | N/A | 4.332% | |
1/23/2024 | Baker Ellis Asset Management LLC | 206,060 | $8.63M | 1.4% | -2.3% | 6.399% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 23,696 | $992K | 0.0% | N/A | 0.736% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 136,896 | $5.67M | 0.2% | -7.4% | 4.251% | |
12/5/2023 | Austin Wealth Management LLC | 539,716 | $21.35M | 6.6% | N/A | 16.761% | |
11/1/2023 | Orion Portfolio Solutions LLC | 22,351 | $857K | 0.0% | -50.0% | 0.694% | |
10/27/2023 | Schiavi & Co LLC | 1,435,354 | $55.04M | 23.3% | +0.1% | 44.576% | |
10/24/2023 | Baker Ellis Asset Management LLC | 211,010 | $8.09M | 1.5% | -0.7% | 6.553% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 50,092 | $1.92M | 0.0% | -25.1% | 1.556% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 147,801 | $5.67M | 0.3% | +5.3% | 4.590% | |
8/9/2023 | Baker Ellis Asset Management LLC | 212,494 | $8.39M | 1.4% | +0.3% | 6.599% | |
8/7/2023 | Schiavi & Co LLC | 1,434,587 | $56.62M | 23.5% | +2.7% | 44.552% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 140,299 | $5.54M | 0.3% | N/A | 4.357% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 66,881 | $2.64M | 0.0% | -66.9% | 2.077% | |
5/12/2023 | Moloney Securities Asset Management LLC | 45,276 | $1.73M | 0.3% | -2.7% | 1.406% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 202,322 | $7.74M | 0.0% | -25.1% | 6.283% | |
5/8/2023 | Baker Ellis Asset Management LLC | 211,841 | $8.11M | 1.5% | +4.2% | 6.579% | |
5/3/2023 | Schiavi & Co LLC | 1,396,198 | $53.44M | 23.1% | +7.9% | 43.360% | |
2/13/2023 | Atria Wealth Solutions Inc. | 125,685 | $4.82M | 0.1% | +7.2% | 4.162% | |
2/10/2023 | Schiavi & Co LLC | 1,293,484 | $49.30M | 31.3% | -1.2% | 42.831% | |
2/9/2023 | Baker Ellis Asset Management LLC | 203,236 | $7.75M | 1.5% | -3.3% | 6.730% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 270,088 | $10.30M | 0.1% | +80.5% | 8.943% | |
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2/7/2023 | IFP Advisors Inc | 8,925 | $252K | 0.0% | +50.0% | 0.296% | |
1/30/2023 | Moloney Securities Asset Management LLC | 46,555 | $1.77M | 0.4% | -0.6% | 1.542% | |
11/15/2022 | Baker Ellis Asset Management LLC | 210,076 | $7.19M | 1.6% | +4.0% | 7.194% | |
11/8/2022 | Schiavi & Co LLC | 1,308,611 | $44.79M | 32.4% | +0.6% | 44.815% | |
11/1/2022 | Brinker Capital Investments LLC | 22,351 | $765K | 0.0% | N/A | 0.765% | |
10/31/2022 | Moloney Securities Asset Management LLC | 46,828 | $1.60M | 0.4% | -3.2% | 1.604% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 149,672 | $5.12M | 0.0% | +81.9% | 5.126% | |
8/15/2022 | Atria Wealth Solutions Inc. | 71,699 | $2.60M | 0.0% | +562.3% | 2.636% | |
8/10/2022 | Schiavi & Co LLC | 1,300,394 | $47.07M | 34.7% | +4.1% | 47.809% | |
8/3/2022 | Moloney Securities Asset Management LLC | 48,381 | $1.75M | 0.4% | -0.9% | 1.847% | |
7/22/2022 | Baker Ellis Asset Management LLC | 201,956 | $7.31M | 1.5% | +5.2% | 7.708% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 82,286 | $2.98M | 0.0% | N/A | 3.141% | |
5/10/2022 | Moloney Securities Asset Management LLC | 48,813 | $2.02M | 0.4% | -2.0% | 2.199% | |
5/4/2022 | Baker Ellis Asset Management LLC | 192,040 | $7.93M | 1.4% | +14.5% | 8.650% | |
5/2/2022 | Schiavi & Co LLC | 1,248,673 | $51.59M | 37.9% | -1.0% | 56.247% | |
2/7/2022 | Schiavi & Co LLC | 1,260,927 | $52.13M | 39.2% | +3.6% | 59.478% | |
1/28/2022 | Moloney Securities Asset Management LLC | 49,817 | $2.06M | 0.3% | -0.7% | 2.350% | |
1/28/2022 | WBI Investments Inc. | 5,005 | $205K | 0.0% | N/A | 0.236% | |
1/27/2022 | Baker Ellis Asset Management LLC | 167,721 | $6.93M | 1.2% | +2.6% | 7.911% | |
11/9/2021 | Schiavi & Co LLC | 1,217,083 | $46.93M | 38.1% | +0.2% | 57.410% | |
10/27/2021 | Moloney Securities Asset Management LLC | 50,166 | $1.93M | 0.4% | +4.4% | 2.366% | |
10/15/2021 | Baker Ellis Asset Management LLC | 163,501 | $6.40M | 1.2% | +3.8% | 7.712% | |
8/13/2021 | WBI Investments Inc. | 10,803 | $423K | 0.1% | N/A | 0.510% | |
8/11/2021 | Susquehanna International Group LLP | 40,177 | $1.57M | 0.0% | -11.2% | 1.895% | |
8/10/2021 | Baker Ellis Asset Management LLC | 157,538 | $6.17M | 1.2% | +15.6% | 7.431% | |
7/31/2021 | Schiavi & Co LLC | 1,215,218 | $47.56M | 39.2% | +3.8% | 57.322% | |
5/18/2021 | Jane Street Group LLC | 20,005 | $728K | 0.0% | -68.6% | 0.990% | |
5/12/2021 | UBS Group AG | 1,534 | $56K | 0.0% | -30.0% | 0.076% | |
5/4/2021 | Schiavi & Co LLC | 1,170,793 | $42.62M | 40.4% | -5.5% | 57.960% | |
4/28/2021 | Baker Ellis Asset Management LLC | 136,283 | $4.96M | 1.1% | +10.1% | 6.747% | |
4/28/2021 | Moloney Securities Asset Management LLC | 47,990 | $1.75M | 0.3% | +2.9% | 2.376% | |
4/14/2021 | AdvisorNet Financial Inc | 2,420 | $88K | 0.0% | -17.1% | 0.120% | |
3/26/2021 | Susquehanna International Group LLP | 48,186 | $1.63M | 0.0% | -7.6% | 2.385% | |
2/17/2021 | Jane Street Group LLC | 63,625 | $2.15M | 0.0% | +344.2% | 3.150% | |
2/4/2021 | Baker Ellis Asset Management LLC | 123,830 | $4.19M | 1.0% | +39.6% | 6.130% | |
2/2/2021 | Schiavi & Co LLC | 1,238,528 | $41.86M | 41.5% | N/A | 61.313% | |
11/17/2020 | Jane Street Group LLC | 14,325 | $427K | 0.0% | -84.6% | 0.709% | |