Mar 31, 2025 | APTUS CAPITAL ADVISORS, LLC | 0.85% | 42.85K | 782K | 110 | +0.26% |
Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0% | 0 | - | -1K | -100.00% |
Mar 31, 2025 | JPMORGAN CHASE & CO | 0% | 7 | 128 | -1 | -12.50% |
Mar 31, 2025 | FINANCIAL PERSPECTIVES, INC | 0% | 100 | 1.83K | 0 | 0 |
Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.02% | 1.08K | 19.71K | 1 | +0.09% |
Mar 31, 2025 | UBS GROUP AG | 0.02% | 1.12K | 20.37K | 142 | +14.58% |
Mar 31, 2025 | CENTRAL PACIFIC BANK - TRUST DIVISION | 0.09% | 4.6K | 83.95K | 0 | 0 |
Mar 31, 2025 | ROYAL BANK OF CANADA | 0.13% | 6.4K | 117K | 0 | 0 |
Mar 31, 2025 | BLACKROCK, INC. | 0.17% | 8.36K | 152.55K | -247 | -2.87% |
Mar 31, 2025 | BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | 16.87% | 850.4K | 15.52M | 322 | +0.04% |
Mar 31, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 255 | 4.65K | 54 | +26.87% |
Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.02% | 1K | 18.25K | -650 | -39.39% |
Mar 31, 2025 | MORGAN STANLEY | 0% | 34 | 626 | 33 | +3,300.00% |
Mar 31, 2025 | KRILOGY FINANCIAL LLC | 0% | 0 | - | -10K | -100.00% |
Mar 31, 2025 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0% | 0 | - | -11.99K | -100.00% |
Mar 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.54% | 27.16K | 495.78K | 1.18K | +4.56% |
Mar 31, 2025 | VERSANT CAPITAL MANAGEMENT, INC | 0% | 135 | 2.46K | 0 | 0 |
Mar 31, 2025 | PRICE T ROWE ASSOCIATES INC /MD/ | 0.23% | 11.38K | 208K | 0 | 0 |
Mar 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.26% | 13.35K | 243.6K | 130 | +0.98% |
Mar 31, 2025 | | 0.29% | 14.59K | 266.25K | 0 | 0 |
Mar 31, 2025 | NORTHERN TRUST CORP | 0.29% | 14.6K | 266.36K | -589 | -3.88% |
Mar 31, 2025 | GABELLI FUNDS LLC | 4.03% | 203.1K | 3.71M | -700 | -0.34% |
Mar 31, 2025 | GATE CITY CAPITAL MANAGEMENT, LLC | 7.14% | 359.84K | 6.57M | 26.93K | +8.09% |
Mar 31, 2025 | GAMCO INVESTORS, INC. ET AL | 7.41% | 373.23K | 6.81M | -100 | -0.03% |
Mar 31, 2025 | GUARDIAN WEALTH ADVISORS, LLC / NC | 0.85% | 42.85K | 785K | 110 | +0.26% |
Mar 31, 2025 | DIMENSIONAL FUND ADVISORS LP | 0.86% | 43.23K | 788.86K | 0 | 0 |
Mar 31, 2025 | VANGUARD GROUP INC | 2.62% | 131.85K | 2.41M | 12 | +0.01% |
Mar 31, 2024 | BREMER BANK NATIONAL ASSOCIATION | 1.11% | 55K | 1.28M | 55K | +100.00% |
Mar 31, 2024 | BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | 16.54% | 821.44K | 19.17M | 169 | +0.02% |
Mar 31, 2024 | NORTHERN TRUST CORP | 0.24% | 12.05K | 281.27K | -671 | -5.27% |
Mar 31, 2024 | PRICE T ROWE ASSOCIATES INC /MD/ | 0.23% | 11.38K | 258K | 0 | 0 |
Mar 31, 2024 | KRILOGY FINANCIAL LLC | 0.2% | 10K | 226.1K | 10K | +100.00% |
Mar 31, 2024 | BLACKROCK INC. | 0.15% | 7.58K | 176.94K | -104 | -1.35% |
Mar 31, 2024 | ROYAL BANK OF CANADA | 0.13% | 6.41K | 149K | -141 | -2.15% |
Mar 31, 2024 | JPMORGAN CHASE & CO | 0% | 8 | 181 | 1 | +14.29% |
Mar 31, 2024 | FMR LLC | 0% | 0 | - | -20 | -100.00% |
Mar 31, 2024 | MORGAN STANLEY | 0% | 0 | - | -1 | -100.00% |
Mar 31, 2024 | COMERICA BANK | 0% | 0 | - | -117 | -100.00% |
Mar 31, 2024 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 0% | 0 | - | -731K | -100.00% |
Mar 31, 2024 | CENTRAL PACIFIC BANK - TRUST DIVISION | 0.09% | 4.6K | 104.83K | 4.6K | +100.00% |
Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.04% | 2.2K | 51.35K | -750 | -25.42% |
Mar 31, 2024 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.01% | 633 | 14.31K | 633 | +100.00% |
Mar 31, 2024 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 331 | 7.73K | -416 | -55.69% |
Mar 31, 2024 | UBS GROUP AG | 0.01% | 288 | 6.72K | 288 | +100.00% |
Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0% | 204 | 4.76K | -138 | -40.35% |
Mar 31, 2024 | VERSANT CAPITAL MANAGEMENT, INC | 0% | 135 | 3.05K | 0 | 0 |
Mar 31, 2024 | FINANCIAL PERSPECTIVES, INC | 0% | 100 | 2.33K | 0 | 0 |
Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0% | 20 | 462 | 0 | 0 |
Mar 31, 2024 | GAMCO INVESTORS, INC. ET AL | 7.6% | 377.23K | 8.8M | -3.6K | -0.95% |
Mar 31, 2024 | GATE CITY CAPITAL MANAGEMENT, LLC | 5.32% | 264.35K | 6.17M | 33.35K | +14.44% |
Mar 31, 2024 | GABELLI FUNDS LLC | 4.11% | 204.3K | 4.77M | 0 | 0 |
Mar 31, 2024 | VANGUARD GROUP INC | 3.28% | 161.46K | 3.77M | 837 | +0.52% |
Mar 31, 2024 | DIMENSIONAL FUND ADVISORS LP | 0.88% | 43.23K | 977.32K | 0 | 0 |
Mar 31, 2024 | APTUS CAPITAL ADVISORS, LLC | 0.85% | 42.31K | 987.61K | -7.5K | -15.05% |
Mar 31, 2024 | GUARDIAN WEALTH ADVISORS, LLC / NC | 0.85% | 42.31K | 987.6K | -7.5K | -15.05% |
Mar 31, 2024 | GEODE CAPITAL MANAGEMENT, LLC | 0.49% | 24.23K | 548.08K | 124 | +0.51% |
Mar 31, 2024 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.26% | 12.69K | 286.9K | 0 | 0 |
Mar 31, 2024 | JANNEY MONTGOMERY SCOTT LLC | 0% | 0 | - | -25.11K | -100.00% |
Mar 31, 2024 | NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 0% | 0 | - | -600 | -100.00% |
Mar 31, 2024 | TRADITION WEALTH MANAGEMENT, LLC | 0% | 0 | - | -3.32K | -100.00% |
Dec 31, 2023 | JANNEY MONTGOMERY SCOTT LLC | 0.51% | 25.11K | 513K | 3.68K | +17.17% |
Dec 31, 2023 | GEODE CAPITAL MANAGEMENT, LLC | 0.49% | 24.11K | 492.93K | 0 | 0 |
Dec 31, 2023 | NORTHERN TRUST CORP | 0.26% | 12.72K | 259.91K | 12.72K | +100.00% |
Dec 31, 2023 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.26% | 12.69K | 259.36K | 0 | 0 |
Dec 31, 2023 | NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 0.01% | 600 | 12.26K | 0 | 0 |
Dec 31, 2023 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 747 | 15.26K | 155 | +26.18% |
Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.06% | 2.95K | 60.27K | -20K | -87.15% |
Dec 31, 2023 | TRADITION WEALTH MANAGEMENT, LLC | 0.07% | 3.32K | 68K | 5 | +0.15% |
Dec 31, 2023 | ROYAL BANK OF CANADA | 0.13% | 6.55K | 134K | 85 | +1.31% |
Dec 31, 2023 | BLACKROCK INC. | 0.16% | 7.69K | 157.01K | -88 | -1.13% |
Dec 31, 2023 | APTUS CAPITAL ADVISORS, LLC | 1.01% | 49.81K | 1.02M | -869 | -1.71% |
Dec 31, 2023 | GUARDIAN WEALTH ADVISORS, LLC / NC | 1.01% | 49.81K | 1.02M | -869 | -1.71% |
Dec 31, 2023 | VANGUARD GROUP INC | 3.26% | 160.62K | 3.28M | 331 | +0.21% |
Dec 31, 2023 | GABELLI FUNDS LLC | 4.14% | 204.3K | 4.17M | 0 | 0 |
Dec 31, 2023 | GATE CITY CAPITAL MANAGEMENT, LLC | 4.68% | 231K | 4.72M | 231K | +100.00% |
Dec 31, 2023 | GAMCO INVESTORS, INC. ET AL | 7.72% | 380.83K | 7.78M | -1.9K | -0.50% |
Dec 31, 2023 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 14.82% | 731K | 14.94M | 731K | +100.00% |
Dec 31, 2023 | BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | 16.65% | 821.27K | 16.78M | 0 | 0 |
Dec 31, 2023 | BREMER BANK NATIONAL ASSOCIATION | 0% | 0 | - | -55K | -100.00% |
Dec 31, 2023 | UBS GROUP AG | 0% | 0 | - | -142 | -100.00% |
Dec 31, 2023 | BANK OF NEW YORK MELLON CORP | 0% | 0 | - | -22.39K | -100.00% |
Dec 31, 2023 | ACADIAN ASSET MANAGEMENT LLC | 0% | 0 | - | -1.4K | -100.00% |
Dec 31, 2023 | MORGAN STANLEY | 0% | 1 | 36 | 1 | +100.00% |
Dec 31, 2023 | JPMORGAN CHASE & CO | 0% | 7 | 143 | -240 | -97.17% |
Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0% | 20 | 405 | 1 | +5.26% |
Dec 31, 2023 | DIMENSIONAL FUND ADVISORS LP | 0.88% | 43.23K | 883.52K | 0 | 0 |
Dec 31, 2023 | FMR LLC | 0% | 20 | 412 | 20 | +100.00% |
Dec 31, 2023 | | 0% | 100 | 2.04K | 0 | 0 |
Dec 31, 2023 | COMERICA BANK | 0% | 117 | 2.39K | 0 | 0 |
Dec 31, 2023 | PRICE T ROWE ASSOCIATES INC /MD/ | 0.23% | 11.38K | 233K | 0 | 0 |
Dec 31, 2023 | VERSANT CAPITAL MANAGEMENT, INC | 0% | 135 | 2.76K | 0 | 0 |
Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0.01% | 342 | 6.99K | 141 | +70.15% |