5/7/2024 | Empowered Funds LLC | 23,920 | $654K | 0.0% | +7.9% | 0.316% | |
4/5/2024 | CWM LLC | 4,798 | $131K | 0.0% | +33.8% | 0.064% | |
3/8/2024 | ICA Group Wealth Management LLC | 15,253 | $447K | 0.1% | -5.1% | 0.202% | |
2/1/2024 | CWM LLC | 3,587 | $105K | 0.0% | -25.2% | 0.048% | |
1/26/2024 | Cerity Partners LLC | 46,124 | $1.35M | 0.0% | N/A | 0.611% | |
1/12/2024 | SG Americas Securities LLC | 3,800 | $111K | 0.0% | N/A | 0.050% | |
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10/24/2023 | Raymond James Financial Services Advisors Inc. | 14,115 | $277K | 0.0% | -6.6% | 0.187% | |
9/21/2023 | Barclays PLC | 3,836 | $89K | 0.0% | +57.3% | 0.051% | |
8/4/2023 | American International Group Inc. | 3,362 | $77K | 0.0% | N/A | 0.045% | |
7/27/2023 | EA Series Trust | 18,670 | $429K | 0.0% | N/A | 0.248% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 15,115 | $348K | 0.0% | +7.1% | 0.201% | |
7/11/2023 | Gradient Investments LLC | 1,630 | $37K | 0.0% | -57.4% | 0.022% | |
5/16/2023 | Fourthstone LLC | 164,146 | $4.14M | 1.5% | -14.3% | 2.182% | |
5/2/2023 | LSV Asset Management | 4,858 | $123K | 0.0% | N/A | 0.065% | |
5/1/2023 | CWM LLC | 4,903 | $124K | 0.0% | N/A | 0.065% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 14,115 | $356K | 0.0% | +22.2% | 0.188% | |
2/14/2023 | 683 Capital Management LLC | 7,055 | $205K | 0.0% | N/A | 0.094% | |
2/13/2023 | BHZ Capital Management LP | 8,910 | $258K | 0.1% | N/A | 0.119% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 11,555 | $335K | 0.0% | -28.1% | 0.154% | |
1/10/2023 | Gradient Investments LLC | 3,830 | $111K | 0.0% | N/A | 0.051% | |
1/5/2023 | HBW Advisory Services LLC | 24,629 | $714K | 0.2% | +7.0% | 0.328% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 16,081 | $349K | 0.0% | +51.3% | 0.214% | |
8/11/2022 | Jacobs Asset Management LLC | 114,724 | $2.31M | 1.1% | +5.0% | 1.532% | |
5/16/2022 | Shakespeare Wealth Management Inc. | 44,436 | $1.10M | 0.4% | -5.6% | 0.591% | |
5/10/2022 | Huntington National Bank | 1,704 | $43K | 0.0% | -20.6% | 0.023% | |
2/10/2022 | Jacobs Asset Management LLC | 109,272 | $2.90M | 1.3% | +26.1% | 1.443% | |
2/9/2022 | Cutler Capital Management LLC | 46,000 | $1.22M | 0.4% | +2.2% | 0.607% | |
1/21/2022 | Huntington National Bank | 2,145 | $57K | 0.0% | +26.0% | 0.028% | |
1/11/2022 | HBW Advisory Services LLC | 23,019 | $610K | 0.1% | +24.1% | 0.304% | |
11/15/2021 | Gotham Asset Management LLC | 15,518 | $338K | 0.0% | N/A | 0.205% | |
11/12/2021 | Renaissance Technologies LLC | 28,381 | $702K | 0.0% | -32.7% | 0.372% | |
11/12/2021 | Geode Capital Management LLC | 56,282 | $1.38M | 0.0% | +24.3% | 0.739% | |
11/9/2021 | Barclays PLC | 3,811 | $94K | 0.0% | -21.3% | 0.050% | |
11/9/2021 | BlackRock Inc. | 30,941 | $765K | 0.0% | -1.7% | 0.406% | |
10/8/2021 | HBW Advisory Services LLC | 18,550 | $459K | 0.1% | N/A | 0.243% | |
8/25/2021 | Marshall Wace LLP | 19,844 | $481K | 0.0% | N/A | 0.260% | |
8/17/2021 | Millennium Management LLC | 102,482 | $2.48M | 0.0% | N/A | 1.313% | |
8/16/2021 | State Street Corp | 11,497 | $278K | 0.0% | -90.4% | 0.147% | |
8/16/2021 | Tibra Equities Europe Ltd | 10,500 | $254K | 0.1% | N/A | 0.135% | |
8/16/2021 | Marshall Wace LLP | 19,844 | $481K | 0.0% | N/A | 0.254% | |
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8/13/2021 | Renaissance Technologies LLC | 42,200 | $1.02M | 0.0% | +152.7% | 0.541% | |
8/13/2021 | Northern Trust Corp | 12,868 | $312K | 0.0% | -81.7% | 0.165% | |
8/13/2021 | LPL Financial LLC | 18,137 | $439K | 0.0% | +11.0% | 0.232% | |
8/13/2021 | Geode Capital Management LLC | 45,296 | $1.10M | 0.0% | -51.4% | 0.580% | |
8/13/2021 | Vanguard Group Inc. | 289,493 | $7.01M | 0.0% | -7.6% | 3.709% | |
8/12/2021 | Ergoteles LLC | 19,000 | $460K | 0.0% | N/A | 0.243% | |
8/11/2021 | Bank of New York Mellon Corp | 16,158 | $391K | 0.0% | -54.7% | 0.207% | |
8/5/2021 | Fourthstone LLC | 8,693 | $217K | 0.1% | N/A | 0.111% | |
8/4/2021 | Cutler Capital Management LLC | 42,500 | $1.03M | 0.4% | +37.1% | 0.544% | |
5/17/2021 | Nuveen Asset Management LLC | 23,070 | $555K | 0.0% | -3.7% | 0.296% | |
5/17/2021 | Goldman Sachs Group Inc. | 14,116 | $339K | 0.0% | N/A | 0.181% | |
5/13/2021 | Barclays PLC | 7,492 | $181K | 0.0% | +91.6% | 0.096% | |
5/13/2021 | Renaissance Technologies LLC | 16,700 | $402K | 0.0% | +21.9% | 0.214% | |
5/13/2021 | Bank of New York Mellon Corp | 35,647 | $857K | 0.0% | -3.3% | 0.457% | |
5/12/2021 | Northern Trust Corp | 70,329 | $1.69M | 0.0% | -7.6% | 0.901% | |
5/12/2021 | Geode Capital Management LLC | 93,263 | $2.24M | 0.0% | +1.4% | 1.195% | |
5/12/2021 | JPMorgan Chase & Co. | 22,958 | $552K | 0.0% | +4.9% | 0.294% | |
5/12/2021 | UBS Group AG | 8,637 | $208K | 0.0% | +24.4% | 0.111% | |
5/10/2021 | Russell Investments Group Ltd. | 8,573 | $206K | 0.0% | N/A | 0.110% | |
5/7/2021 | BlackRock Inc. | 423,021 | $10.17M | 0.0% | +7.2% | 5.422% | |
4/22/2021 | Cutler Capital Management LLC | 31,000 | $745K | 0.3% | +3.3% | 0.397% | |
4/12/2021 | FNY Investment Advisers LLC | 16,327 | $392K | 0.1% | N/A | 0.209% | |
3/2/2021 | Capital Asset Advisory Services LLC | 4,951 | $153K | 0.0% | N/A | 0.064% | |
2/19/2021 | JPMorgan Chase & Co. | 21,878 | $674K | 0.0% | +226.5% | 0.281% | |
2/16/2021 | Nuveen Asset Management LLC | 23,962 | $739K | 0.0% | +19.4% | 0.307% | |
2/16/2021 | Charles Schwab Investment Management Inc. | 18,104 | $558K | 0.0% | +5.2% | 0.232% | |
2/12/2021 | Raymond James Financial Services Advisors Inc. | 7,331 | $226K | 0.0% | -26.4% | 0.094% | |
2/12/2021 | LPL Financial LLC | 16,335 | $503K | 0.0% | +5.6% | 0.210% | |
2/11/2021 | Northern Trust Corp | 76,112 | $2.35M | 0.0% | -3.0% | 0.976% | |
2/11/2021 | Barclays PLC | 3,910 | $120K | 0.0% | +12.6% | 0.050% | |
2/11/2021 | Citigroup Inc. | 1,403 | $43K | 0.0% | +299.7% | 0.018% | |
2/10/2021 | Rhumbline Advisers | 8,739 | $269K | 0.0% | N/A | 0.112% | |
2/9/2021 | Wells Fargo & Company MN | 16,750 | $516K | 0.0% | +8.5% | 0.215% | |
2/9/2021 | Bank of New York Mellon Corp | 36,868 | $1.14M | 0.0% | +68.2% | 0.473% | |
2/5/2021 | BlackRock Inc. | 394,725 | $12.16M | 0.0% | +14.4% | 5.064% | |
1/25/2021 | Nisa Investment Advisors LLC | 2,000 | $62K | 0.0% | +53.8% | 0.026% | |
11/13/2020 | Morgan Stanley | 3,773 | $98K | 0.0% | -21.2% | 0.048% | |
11/13/2020 | Charles Schwab Investment Management Inc. | 17,201 | $448K | 0.0% | +16.9% | 0.221% | |
11/12/2020 | JPMorgan Chase & Co. | 6,701 | $176K | 0.0% | +14.4% | 0.086% | |
11/10/2020 | State Street Corp | 90,171 | $2.35M | 0.0% | +22.0% | 1.158% | |
11/9/2020 | LPL Financial LLC | 15,469 | $403K | 0.0% | -7.4% | 0.199% | |
11/6/2020 | BlackRock Inc. | 345,067 | $8.98M | 0.0% | +5.3% | 4.431% | |
11/5/2020 | California Public Employees Retirement System | 16,497 | $429K | 0.0% | N/A | 0.212% | |
11/5/2020 | Wells Fargo & Company MN | 15,443 | $403K | 0.0% | +19.7% | 0.198% | |
11/4/2020 | Raymond James Financial Services Advisors Inc. | 9,964 | $259K | 0.0% | N/A | 0.128% | |
10/30/2020 | Huntington National Bank | 1,763 | $46K | 0.0% | -21.6% | 0.023% | |
10/20/2020 | Nisa Investment Advisors LLC | 1,300 | $34K | 0.0% | N/A | 0.017% | |
8/25/2020 | Nuveen Asset Management LLC | 11,318 | $335K | 0.0% | N/A | 0.145% | |
8/20/2020 | Charles Schwab Investment Management Inc. | 14,717 | $436K | 0.0% | N/A | 0.189% | |
8/14/2020 | Bank of America Corp DE | 12,777 | $378K | 0.0% | +30.8% | 0.176% | |
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8/12/2020 | American International Group Inc. | 4,173 | $123K | 0.0% | N/A | 0.058% | |
8/12/2020 | Bank of New York Mellon Corp | 18,594 | $550K | 0.0% | N/A | 0.257% | |
8/12/2020 | Cutler Capital Management LLC | 30,000 | $887K | 0.5% | -36.7% | 0.414% | |
8/11/2020 | Shakespeare Wealth Management Inc. | 47,076 | $1.39M | 0.8% | N/A | 0.649% | |
8/7/2020 | New York State Common Retirement Fund | 6,300 | $186K | 0.0% | N/A | 0.087% | |
8/5/2020 | Russell Investments Group Ltd. | 3,719 | $109K | 0.0% | N/A | 0.051% | |
7/31/2020 | UBS Group AG | 7,694 | $227K | 0.0% | +34.8% | 0.106% | |
7/23/2020 | Strs Ohio | 1,800 | $53K | 0.0% | N/A | 0.025% | |
7/20/2020 | SG Americas Securities LLC | 3,881 | $115K | 0.0% | N/A | 0.054% | |
5/21/2020 | HighTower Advisors LLC | 17,402 | $442K | 0.0% | N/A | 0.240% | |