11/16/2024 | Geode Capital Management LLC | 165,355 | $4.76M | 0.0% | +0.8% | 2.049% | |
11/15/2024 | Barclays PLC | 16,916 | $0.49M | 0.0% | +69.2% | 0.210% | |
11/15/2024 | State Street Corp | 102,516 | $2.95M | 0.0% | +0.9% | 1.270% | |
11/13/2024 | FMR LLC | 1,117 | $32K | 0.0% | +104.2% | 0.014% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 20,273 | $0.58M | 0.0% | -5.4% | 0.251% | |
11/6/2024 | Empowered Funds LLC | 16,536 | $0.48M | 0.0% | +5.1% | 0.205% | |
10/23/2024 | YHB Investment Advisors Inc. | 7,816 | $0.23M | 0.0% | N/A | 0.097% | |
10/17/2024 | Redmont Wealth Advisors LLC | 25,118 | $0.72M | 1.1% | -9.3% | 0.311% | |
7/10/2024 | Redmont Wealth Advisors LLC | 27,708 | $0.67M | 1.0% | -13.5% | 0.343% | |
5/10/2024 | Vanguard Group Inc. | 386,196 | $9.22M | 0.0% | +1.0% | 4.786% | |
5/7/2024 | Empowered Funds LLC | 14,652 | $0.35M | 0.0% | -5.6% | 0.182% | |
5/1/2024 | BNP Paribas Financial Markets | 3,668 | $88K | 0.0% | +48.9% | 0.045% | |
4/19/2024 | Redmont Wealth Advisors LLC | 32,017 | $0.77M | 1.1% | +14.2% | 0.397% | |
2/26/2024 | Virtu Financial LLC | 8,440 | $0.27M | 0.0% | N/A | 0.104% | |
1/31/2024 | Redmont Wealth Advisors LLC | 28,028 | $0.91M | 1.3% | -12.8% | 0.346% | |
1/26/2024 | Cerity Partners LLC | 8,965 | $0.29M | 0.0% | N/A | 0.111% | |
1/19/2024 | Lineweaver Wealth Advisors LLC | 38,502 | $1.25M | 0.3% | -2.3% | 0.476% | |
11/14/2023 | Ancora Advisors LLC | 15,701 | $0.40M | 0.0% | -59.0% | 0.194% | |
11/8/2023 | Huntington National Bank | 33,952 | $0.86M | 0.0% | -2.9% | 0.420% | |
11/1/2023 | John G Ullman & Associates Inc. | 17,611 | $0.45M | 0.1% | -34.7% | 0.218% | |
10/25/2023 | Redmont Wealth Advisors LLC | 32,126 | $0.82M | 1.4% | +6.5% | 0.397% | |
10/23/2023 | YHB Investment Advisors Inc. | 8,216 | $0.21M | 0.0% | -8.2% | 0.102% | |
10/13/2023 | SG Americas Securities LLC | 4,583 | $0.12M | 0.0% | N/A | 0.057% | |
8/15/2023 | Strategic Value Bank Partners LLC | 42,446 | $1.14M | 0.8% | -5.2% | 0.525% | |
8/4/2023 | American International Group Inc. | 3,783 | $0.10M | 0.0% | N/A | 0.047% | |
7/27/2023 | EA Series Trust | 13,069 | $0.35M | 0.0% | N/A | 0.162% | |
7/26/2023 | National Bank of Canada FI | 4,166 | $0.11M | 0.0% | N/A | 0.051% | |
7/20/2023 | Redmont Wealth Advisors LLC | 30,165 | $0.81M | 1.4% | +11.1% | 0.373% | |
4/28/2023 | Triasima Portfolio Management inc. | 28,202 | $0.79M | 0.1% | N/A | 0.349% | |
2/15/2023 | Ancora Advisors LLC | 365,744 | $10.02M | 0.3% | -9.3% | 6.304% | |
2/8/2023 | UBS Group AG | 5,224 | $0.14M | 0.0% | -30.8% | 0.090% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 7,319 | $0.20M | 0.0% | N/A | 0.126% | |
1/31/2023 | Strategic Value Bank Partners LLC | 52,235 | $1.43M | 0.9% | -0.9% | 0.901% | |
1/19/2023 | Fundamentun LLC | 39,404 | $1.08M | 0.2% | +25.5% | 0.679% | |
11/7/2022 | Huntington National Bank | 18,954 | $0.51M | 0.0% | -4.8% | 0.327% | |
10/24/2022 | Fundamentun LLC | 31,404 | $0.85M | 0.2% | N/A | 0.541% | |
10/21/2022 | Investment Partners LTD. | 7,972 | $0.22M | 0.1% | N/A | 0.137% | |
10/20/2022 | Triasima Portfolio Management inc. | 2,227 | $61K | 0.0% | +221.8% | 0.038% | |
10/14/2022 | Carnegie Capital Asset Management LLC | 107,202 | $2.91M | 0.1% | -9.2% | 1.848% | |
9/16/2022 | Private Trust Co. NA | 3,799 | $96K | 0.0% | N/A | 0.065% | |
8/15/2022 | Clearstead Advisors LLC | 48,982 | $1.23M | 0.1% | -10.1% | 0.844% | |
8/2/2022 | Carnegie Capital Asset Management LLC | 118,032 | $2.97M | 0.1% | -7.1% | 2.014% | |
7/13/2022 | Carnegie Capital Asset Management LLC | 170,434 | $4.02M | 0.2% | +34.2% | 2.908% | |
5/17/2022 | Redmont Wealth Advisors LLC | 18,165 | $0.45M | 0.5% | +17.0% | 0.310% | |
5/10/2022 | Huntington National Bank | 19,904 | $0.49M | 0.0% | -3.3% | 0.339% | |
5/9/2022 | Sonen Capital LLC | 10,000 | $0.25M | 0.3% | N/A | 0.170% | |
5/4/2022 | Clearstead Advisors LLC | 54,482 | $1.35M | 0.1% | -3.1% | 0.927% | |
4/11/2022 | Carnegie Capital Asset Management LLC | 127,034 | $3.15M | 0.1% | -11.2% | 2.161% | |
2/14/2022 | Clearstead Advisors LLC | 56,232 | $1.40M | 0.1% | -26.7% | 0.942% | |
2/10/2022 | Acadian Asset Management LLC | 5,386 | $0.13M | 0.0% | N/A | 0.090% | |
2/9/2022 | Dimensional Fund Advisors LP | 95,947 | $2.38M | 0.0% | +3.1% | 1.608% | |
2/8/2022 | Strategic Value Bank Partners LLC | 52,735 | $1.31M | 1.2% | N/A | 0.884% | |
1/21/2022 | Carnegie Capital Asset Management LLC | 143,133 | $3.55M | 0.1% | -8.4% | 2.398% | |
11/15/2021 | Dimensional Fund Advisors LP | 93,053 | $2.24M | 0.0% | +1.8% | 1.514% | |
11/12/2021 | Renaissance Technologies LLC | 80,725 | $1.92M | 0.0% | -8.3% | 1.313% | |
11/12/2021 | Clearstead Advisors LLC | 76,732 | $1.83M | 0.1% | -7.4% | 1.248% | |
11/12/2021 | Fourthstone LLC | 20,107 | $0.48M | 0.2% | -8.6% | 0.327% | |
11/12/2021 | Geode Capital Management LLC | 55,034 | $1.32M | 0.0% | -0.8% | 0.895% | |
11/10/2021 | Alliancebernstein L.P. | 96,552 | $2.30M | 0.0% | +146.5% | 1.571% | |
11/9/2021 | BlackRock Inc. | 15,868 | $0.38M | 0.0% | -13.8% | 0.258% | |
11/4/2021 | Siena Capital Partners GP LLC | 80,110 | $1.91M | 0.6% | -38.4% | 1.303% | |
10/22/2021 | Lineweaver Wealth Advisors LLC | 39,402 | $0.94M | 0.3% | -43.2% | 0.641% | |
10/8/2021 | Carnegie Capital Asset Management LLC | 156,234 | $3.75M | 0.1% | -8.3% | 2.540% | |
8/17/2021 | Millennium Management LLC | 95,632 | $2.26M | 0.0% | N/A | 1.556% | |
8/16/2021 | Kennedy Capital Management Inc. | 26,882 | $0.63M | 0.0% | N/A | 0.437% | |
8/16/2021 | State Street Corp | 12,677 | $0.30M | 0.0% | -86.0% | 0.206% | |
8/13/2021 | EJF Capital LLC | 96,657 | $2.28M | 0.2% | N/A | 1.573% | |
8/13/2021 | Renaissance Technologies LLC | 88,012 | $2.08M | 0.0% | +7.6% | 1.432% | |
8/13/2021 | Ancora Advisors LLC | 417,574 | $9.86M | 0.3% | +1.0% | 6.794% | |
8/13/2021 | Northern Trust Corp | 12,586 | $0.30M | 0.0% | -78.7% | 0.205% | |
8/13/2021 | Geode Capital Management LLC | 55,502 | $1.31M | 0.0% | -41.9% | 0.903% | |
8/13/2021 | Vanguard Group Inc. | 250,119 | $5.90M | 0.0% | -7.2% | 4.070% | |
8/12/2021 | Dimensional Fund Advisors LP | 91,378 | $2.16M | 0.0% | -0.9% | 1.487% | |
8/12/2021 | Clearstead Advisors LLC | 82,902 | $1.96M | 0.2% | -5.8% | 1.349% | |
8/12/2021 | JPMorgan Chase & Co. | 1,318 | $31K | 0.0% | -93.2% | 0.021% | |
8/12/2021 | Ergoteles LLC | 25,900 | $0.61M | 0.0% | N/A | 0.421% | |
8/11/2021 | Bank of New York Mellon Corp | 13,563 | $0.32M | 0.0% | -54.2% | 0.221% | |
8/11/2021 | Susquehanna Fundamental Investments LLC | 20,343 | $0.48M | 0.0% | N/A | 0.321% | |
8/9/2021 | Cutter & CO Brokerage Inc. | 8,878 | $0.21M | 0.0% | N/A | 0.140% | |
8/5/2021 | Fourthstone LLC | 21,987 | $0.52M | 0.2% | N/A | 0.347% | |
8/1/2021 | Huntington National Bank | 20,751 | $0.49M | 0.0% | -2.0% | 0.328% | |
7/31/2021 | Carnegie Capital Asset Management LLC | 170,434 | $4.02M | 0.2% | -0.6% | 2.692% | |
7/30/2021 | Alliancebernstein L.P. | 39,165 | $0.92M | 0.0% | +12.2% | 0.618% | |
5/14/2021 | Dimensional Fund Advisors LP | 92,180 | $1.93M | 0.0% | +17.2% | 1.456% | |
5/14/2021 | Clearstead Advisors LLC | 87,975 | $1.84M | 0.2% | -5.6% | 1.389% | |
5/13/2021 | Barclays PLC | 4,997 | $0.11M | 0.0% | +159.0% | 0.079% | |
5/13/2021 | Renaissance Technologies LLC | 81,812 | $1.72M | 0.0% | +24.3% | 1.292% | |
5/12/2021 | Northern Trust Corp | 58,995 | $1.24M | 0.0% | -7.2% | 0.932% | |
5/12/2021 | Geode Capital Management LLC | 95,573 | $2M | 0.0% | +28.7% | 1.509% | |
5/12/2021 | JPMorgan Chase & Co. | 19,342 | $0.41M | 0.0% | +8.3% | 0.305% | |
5/12/2021 | UBS Group AG | 3,664 | $77K | 0.0% | -14.0% | 0.058% | |
5/11/2021 | Acadian Asset Management LLC | 2,015 | $42K | 0.0% | -32.3% | 0.032% | |
5/7/2021 | BlackRock Inc. | 328,867 | $6.90M | 0.0% | +13.6% | 5.183% | |
5/7/2021 | BNP Paribas Arbitrage SA | 2,819 | $59K | 0.0% | +106.2% | 0.044% | |
5/6/2021 | Alliancebernstein L.P. | 34,914 | $0.73M | 0.0% | +6.1% | 0.550% | |
4/30/2021 | Lineweaver Wealth Advisors LLC | 69,402 | $1.45M | 0.5% | -37.1% | 1.094% | |
4/12/2021 | Carnegie Capital Asset Management LLC | 171,384 | $3.60M | 0.2% | -1.3% | 2.701% | |
2/19/2021 | JPMorgan Chase & Co. | 17,861 | $0.40M | 0.0% | +190.3% | 0.280% | |
2/16/2021 | Nuveen Asset Management LLC | 9,946 | $0.22M | 0.0% | N/A | 0.156% | |
2/16/2021 | Banc Funds Co. LLC | 50,159 | $1.13M | 0.1% | -3.1% | 0.786% | |