4/19/2024 | Core Wealth Partners LLC | 10,000 | $44K | 0.0% | N/A | 0.090% | |
3/1/2024 | Creekmur Asset Management LLC | 9,040 | $42K | 0.0% | N/A | 0.081% | |
2/13/2024 | Burgundy Asset Management Ltd. | 70,740 | $328K | 0.0% | -72.5% | 0.635% | |
2/8/2024 | Marathon Capital Management | 364,180 | $1.69M | 0.4% | -1.1% | 3.269% | |
2/5/2024 | Victory Capital Management Inc. | 17,139 | $79K | 0.0% | N/A | 0.154% | |
1/17/2024 | Towneley Capital Management Inc DE | 43,191 | $200K | 0.1% | N/A | 0.388% | |
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11/16/2023 | Financial Gravity Asset Management Inc. | 70,675 | $343K | 0.0% | N/A | 0.634% | |
11/8/2023 | Kestra Private Wealth Services LLC | 32,089 | $156K | 0.0% | N/A | 0.288% | |
10/24/2023 | Goodwin Daniel L | 32,000 | $156K | 0.1% | -8.6% | 0.287% | |
10/23/2023 | Balboa Wealth Partners | 16,259 | $79K | 0.0% | +48.5% | 0.146% | |
8/10/2023 | Meitav Investment House Ltd. | 9,900 | $960K | 0.0% | N/A | 0.089% | |
8/7/2023 | Acadian Asset Management LLC | 16,453 | $82K | 0.0% | -19.1% | 0.148% | |
8/2/2023 | Bank of Montreal Can | 23,448 | $121K | 0.0% | N/A | 0.210% | |
7/31/2023 | LPL Financial LLC | 134,209 | $678K | 0.0% | -3.3% | 1.205% | |
7/24/2023 | Meitav Investment House Ltd. | 9,900 | $960K | 0.0% | N/A | 0.089% | |
7/20/2023 | Bailard Inc. | 24,079 | $122K | 0.0% | +40.8% | 0.216% | |
5/12/2023 | Perritt Capital Management Inc. | 30,000 | $154K | 0.1% | -33.3% | 0.269% | |
5/8/2023 | Baker Ellis Asset Management LLC | 22,000 | $113K | 0.0% | +15.8% | 0.197% | |
5/8/2023 | Bailard Inc. | 17,102 | $88K | 0.0% | -66.9% | 0.154% | |
4/20/2023 | Goodwin Daniel L | 35,000 | $180K | 0.1% | N/A | 0.315% | |
2/14/2023 | Marathon Capital Management | 369,974 | $1.81M | 0.5% | +2.5% | 3.330% | |
2/10/2023 | Bard Associates Inc. | 685,033 | $3.34M | 1.4% | -0.7% | 6.168% | |
2/10/2023 | O Shaughnessy Asset Management LLC | 19,256 | $94K | 0.0% | -34.4% | 0.173% | |
2/10/2023 | Burgundy Asset Management Ltd. | 257,237 | $1.26M | 0.0% | +79.2% | 2.316% | |
2/9/2023 | Baker Ellis Asset Management LLC | 19,000 | $93K | 0.0% | +35.7% | 0.171% | |
2/8/2023 | LSV Asset Management | 8,900 | $43K | 0.0% | N/A | 0.080% | |
2/7/2023 | LPL Financial LLC | 117,057 | $571K | 0.0% | +7.9% | 1.054% | |
2/2/2023 | Bailard Inc. | 51,602 | $252K | 0.0% | N/A | 0.464% | |
1/30/2023 | James Investment Research Inc. | 15,600 | $76K | 0.0% | +24.8% | 0.140% | |
1/13/2023 | First Heartland Consultants Inc. | 24,430 | $119K | 0.0% | +100.0% | 0.220% | |
11/15/2022 | Marathon Capital Management | 361,023 | $2.12M | 0.6% | N/A | 3.250% | |
11/14/2022 | Burgundy Asset Management Ltd. | 143,530 | $841K | 0.0% | -20.0% | 1.309% | |
10/31/2022 | James Investment Research Inc. | 12,500 | $73K | 0.0% | +47.1% | 0.114% | |
10/20/2022 | First Heartland Consultants Inc. | 12,218 | $71K | 0.0% | N/A | 0.111% | |
10/19/2022 | Ritholtz Wealth Management | 12,334 | $72K | 0.0% | N/A | 0.112% | |
8/12/2022 | Financial Advocates Investment Management | 13,785 | $78K | 0.0% | N/A | 0.127% | |
8/11/2022 | O Shaughnessy Asset Management LLC | 20,761 | $117K | 0.0% | N/A | 0.192% | |
8/11/2022 | Bard Associates Inc. | 692,999 | $3.90M | 1.7% | +4.3% | 6.405% | |
8/3/2022 | Envestnet Asset Management Inc. | 159,340 | $897K | 0.0% | N/A | 1.473% | |
8/2/2022 | Advisory Services Network LLC | 14,284 | $80K | 0.0% | N/A | 0.132% | |
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8/1/2022 | James Investment Research Inc. | 8,500 | $48K | 0.0% | N/A | 0.079% | |
7/19/2022 | Commonwealth Equity Services LLC | 18,972 | $106K | 0.0% | +43.7% | 0.175% | |
5/11/2022 | Bard Associates Inc. | 664,284 | $3.72M | 1.3% | +0.3% | 6.140% | |
5/5/2022 | Anson Capital Inc. | 29,487 | $165K | 0.2% | N/A | 0.273% | |
5/4/2022 | Commonwealth Equity Services LLC | 13,203 | $73K | 0.0% | N/A | 0.122% | |
2/3/2022 | Advisor Group Holdings Inc. | 10,740 | $62K | 0.0% | +246.5% | 0.100% | |
1/27/2022 | Baker Ellis Asset Management LLC | 14,000 | $80K | 0.0% | N/A | 0.131% | |
11/12/2021 | Renaissance Technologies LLC | 98,900 | $509K | 0.0% | +35.1% | 0.924% | |
11/10/2021 | US Bancorp DE | 5,000 | $26K | 0.0% | N/A | 0.047% | |
11/9/2021 | BlackRock Inc. | 34,910 | $180K | 0.0% | +247.2% | 0.326% | |
8/17/2021 | Price T Rowe Associates Inc. MD | 33,399 | $174K | 0.0% | +6.4% | 0.312% | |
8/16/2021 | State Street Corp | 17,200 | $90K | 0.0% | N/A | 0.161% | |
8/13/2021 | Renaissance Technologies LLC | 73,200 | $381K | 0.0% | +5.6% | 0.684% | |
8/13/2021 | LPL Financial LLC | 88,130 | $459K | 0.0% | +19.5% | 0.823% | |
8/12/2021 | Bard Associates Inc. | 652,594 | $3.40M | 1.1% | +3.2% | 6.094% | |
8/12/2021 | B. Riley Wealth Management Inc. | 19,520 | $102K | 0.0% | N/A | 0.182% | |
5/14/2021 | Winmill & CO. Inc. | 439,666 | $2.09M | 0.8% | +1.2% | 4.668% | |
5/13/2021 | Renaissance Technologies LLC | 69,301 | $330K | 0.0% | +104.7% | 0.736% | |
5/12/2021 | FCA Corp TX | 39,000 | $187K | 0.1% | +50.0% | 0.414% | |
5/7/2021 | BlackRock Inc. | 44,750 | $213K | 0.0% | +11.3% | 0.475% | |
2/12/2021 | LPL Financial LLC | 66,227 | $266K | 0.0% | +5.3% | 0.708% | |
2/10/2021 | Renaissance Technologies LLC | 33,863 | $136K | 0.0% | +38.7% | 0.362% | |
2/5/2021 | BlackRock Inc. | 40,222 | $161K | 0.0% | +10.1% | 0.430% | |
1/22/2021 | International Assets Investment Management LLC | 11,000 | $44K | 0.0% | N/A | 0.118% | |
12/10/2020 | Mercer Global Advisors Inc. ADV | 15,000 | $60K | 0.0% | N/A | 0.160% | |
11/6/2020 | BlackRock Inc. | 36,546 | $147K | 0.0% | +11.9% | 0.391% | |
8/13/2020 | Perritt Capital Management Inc. | 25,495 | $98K | 0.1% | -36.3% | 0.272% | |