| 5/17/2024 | Tandem Capital Management Corp ADV | 47,974 | $1.50M | 0.8% | -8.7% | 0.010% | |
| 5/17/2024 | Tidal Investments LLC | 17,188 | $515K | 0.0% | -34.6% | 0.004% | |
| 5/17/2024 | Clear Point Advisors Inc. | 1,053 | $33K | 0.0% | N/A | 0.000% | |
| 5/15/2024 | Bank of Nova Scotia Trust Co. | 47,797 | $1.49M | 0.2% | +45.8% | 0.010% | |
| 5/15/2024 | 1832 Asset Management L.P. | 17,001,799 | $530.63M | 0.3% | -11.5% | 3.685% | |
| 5/15/2024 | Guardian Capital Advisors LP | 122,988 | $3.84M | 0.4% | -4.8% | 0.027% | |
|
| 5/14/2024 | JT Stratford LLC | 70,846 | $2.21M | 0.4% | N/A | 0.015% | |
| 5/14/2024 | Capital World Investors | 38,365,956 | $1.20B | 0.2% | +8.9% | 8.316% | |
| 5/14/2024 | Toronto Dominion Bank | 4,215,714 | $131.57M | 0.2% | -12.0% | 0.914% | |
| 5/14/2024 | Advisors Asset Management Inc. | 30,160 | $941K | 0.0% | +23.5% | 0.007% | |
| 5/14/2024 | EP Wealth Advisors LLC | 17,477 | $545K | 0.0% | -6.2% | 0.004% | |
| 5/14/2024 | Crewe Advisors LLC | 2,137 | $67K | 0.0% | N/A | 0.000% | |
| 5/14/2024 | Evermay Wealth Management LLC | 3,200 | $100K | 0.0% | +814.3% | 0.001% | |
| 5/14/2024 | Natixis | 293,900 | $9.17M | 0.0% | -60.5% | 0.064% | |
| 5/14/2024 | National Bank of Canada FI | 2,448,105 | $75.06M | 0.1% | -2.6% | 0.531% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 1,234,621 | $38.53M | 1.8% | +2.4% | 0.268% | |
| 5/13/2024 | Bessemer Group Inc. | 36,229 | $1.13M | 0.0% | +2.5% | 0.008% | |
| 5/13/2024 | Clearbridge Investments LLC | 2,077,227 | $64.83M | 0.1% | +0.0% | 0.450% | |
| 5/10/2024 | Forge First Asset Management Inc. | 201,600 | $6.29M | 2.0% | +92.5% | 0.044% | |
| 5/10/2024 | CCLA Investment Management | 3,215,941 | $100.27M | 1.5% | +29.8% | 0.697% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 7,294 | $228K | 0.0% | +12.2% | 0.002% | |
| 5/9/2024 | Texas Yale Capital Corp. | 34,903 | $1.09M | 0.0% | +10.6% | 0.008% | |
| 5/9/2024 | TD Asset Management Inc | 8,097,984 | $253.12M | 0.2% | -2.3% | 1.755% | |
| 5/8/2024 | ProShare Advisors LLC | 27,944 | $872K | 0.0% | -7.8% | 0.006% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 7,906 | $247K | 0.0% | N/A | 0.002% | |
| 5/8/2024 | Russell Investments Group Ltd. | 249,655 | $7.80M | 0.0% | -0.8% | 0.054% | |
| 5/8/2024 | Tranquility Partners LLC | 68,361 | $2.13M | 0.8% | +1.6% | 0.015% | |
| 5/8/2024 | Williams Jones Wealth Management LLC. | 16,644 | $519K | 0.0% | -59.3% | 0.004% | |
| 5/7/2024 | Avalon Trust Co | 220,805 | $6.89M | 0.6% | -0.2% | 0.048% | |
| 5/7/2024 | Roof Eidam Maycock Peralta LLC | 9,000 | $281K | 0.1% | -33.3% | 0.002% | |
| 5/6/2024 | Leith Wheeler Investment Counsel Ltd. | 414,217 | $12.93M | 1.3% | +0.1% | 0.090% | |
| 5/4/2024 | Csenge Advisory Group | 9,854 | $308K | 0.0% | -12.5% | 0.002% | |
| 5/3/2024 | Gold Investment Management Ltd. | 173,223 | $5.41M | 2.2% | +2.4% | 0.038% | |
| 5/3/2024 | Coronation Fund Managers Ltd. | 97,038 | $3.03M | 0.1% | +46.4% | 0.021% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 14,599 | $456K | 0.0% | -4.2% | 0.003% | |
| 5/1/2024 | BNP Paribas Financial Markets | 49,264 | $1.54M | 0.0% | -19.8% | 0.011% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 253,642 | $7.92M | 0.1% | -4.0% | 0.055% | |
| 4/30/2024 | Private Advisor Group LLC | 37,964 | $1.19M | 0.0% | +2.2% | 0.008% | |
| 4/29/2024 | Principal Financial Group Inc. | 21,652,827 | $675.79M | 0.4% | +8.5% | 4.693% | |
| 4/29/2024 | Crescent Grove Advisors LLC | 10,005 | $312K | 0.0% | N/A | 0.002% | |
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| 4/29/2024 | Harbor Advisory Corp MA | 251,993 | $7.87M | 2.7% | -1.6% | 0.055% | |
| 4/26/2024 | Sterling Investment Counsel LLC | 9,306 | $290K | 0.1% | +5.0% | 0.002% | |
| 4/26/2024 | Triasima Portfolio Management inc. | 374,300 | $11.69M | 1.0% | -4.1% | 0.081% | |
| 4/26/2024 | Chicago Partners Investment Group LLC | 581,412 | $18.15M | 0.8% | -1.3% | 0.126% | |
| 4/26/2024 | Tritonpoint Wealth LLC | 161,549 | $4.69M | 0.5% | +3.7% | 0.035% | |
| 4/23/2024 | Venturi Wealth Management LLC | 7,740 | $242K | 0.0% | -20.1% | 0.002% | |
| 4/23/2024 | Rational Advisors LLC | 1,335 | $42K | 0.0% | N/A | 0.000% | |
| 4/22/2024 | PFG Investments LLC | 8,478 | $265K | 0.0% | N/A | 0.002% | |
| 4/22/2024 | Raymond James & Associates | 561,594 | $17.53M | 0.0% | +0.1% | 0.122% | |
| 4/22/2024 | Lakewood Asset Management LLC | 28,364 | $885K | 0.6% | +15.1% | 0.006% | |
| 4/22/2024 | Arthur M. Cohen & Associates LLC | 12,064 | $377K | 0.1% | -24.6% | 0.003% | |
| 4/19/2024 | Everett Harris & Co. CA | 9,167 | $286K | 0.0% | -26.4% | 0.002% | |
| 4/19/2024 | Insight Folios Inc | 16,531 | $516K | 0.2% | +6.0% | 0.004% | |
| 4/19/2024 | WFA Asset Management Corp | 1,141 | $36K | 0.0% | +197.1% | 0.000% | |
| 4/18/2024 | Dixon Mitchell Investment Counsel Inc. | 766,343 | $23.95M | 1.2% | +0.1% | 0.166% | |
| 4/18/2024 | Woodmont Investment Counsel LLC | 86,381 | $2.70M | 0.2% | -12.3% | 0.019% | |
| 4/18/2024 | Synergy Asset Management LLC | 157,599 | $4.92M | 0.8% | N/A | 0.034% | |
| 4/18/2024 | Mirador Capital Partners LP | 7,470 | $233K | 0.0% | -6.6% | 0.002% | |
| 4/16/2024 | Addenda Capital Inc. | 31,440 | $981K | 0.0% | +15.0% | 0.007% | |
| 4/15/2024 | Epiq Partners LLC | 64,937 | $2.03M | 1.3% | +3.0% | 0.014% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 23,330 | $728K | 0.0% | N/A | 0.005% | |
| 4/13/2024 | Evanson Asset Management LLC | 7,715 | $241K | 0.0% | -39.5% | 0.002% | |
| 4/12/2024 | Global Assets Advisory LLC | 58,155 | $1.91M | 0.0% | N/A | 0.013% | |
| 4/12/2024 | AdvisorNet Financial Inc | 4,185 | $131K | 0.0% | -33.8% | 0.001% | |
| 4/10/2024 | Nexus Investment Management ULC | 1,121,935 | $35.06M | 3.4% | +0.2% | 0.243% | |
| 4/10/2024 | Park Avenue Securities LLC | 10,450 | $326K | 0.0% | +22.8% | 0.002% | |
| 4/10/2024 | Bromfield Sneider Wealth Advisors | 1,234 | $39K | 0.0% | N/A | 0.000% | |
| 4/8/2024 | Walnut Private Equity Partners LLC | 65,000 | $2.03M | 1.3% | +8.3% | 0.014% | |
| 4/5/2024 | NBC Securities Inc. | 40,090 | $1.25M | 0.1% | -1.0% | 0.009% | |
| 3/1/2024 | Creekmur Asset Management LLC | 6,084 | $192K | 0.1% | N/A | 0.001% | |
| 2/28/2024 | EP Wealth Advisors LLC | 18,634 | $587K | 0.0% | -6.1% | 0.004% | |
| 2/23/2024 | Chicago Partners Investment Group LLC | 588,792 | $18.05M | 0.8% | -0.4% | 0.128% | |
| 2/22/2024 | Scarborough Advisors LLC | 1,872 | $59K | 0.0% | N/A | 0.000% | |
| 2/21/2024 | Novak & Powell Financial Services Inc. | 25,550 | $805K | 0.5% | N/A | 0.006% | |
| 2/15/2024 | Onex Canada Asset Management Inc. | 343,276 | $10.82M | 1.1% | -35.3% | 0.075% | |
| 2/15/2024 | Fort Sheridan Advisors LLC | 58,838 | $1.85M | 0.4% | +3.9% | 0.013% | |
| 2/14/2024 | Avenir Corp | 18,796 | $592K | 0.1% | -88.5% | 0.004% | |
| 2/14/2024 | RE Dickinson Investment Advisors LLC | 109,162 | $3.44M | 2.3% | -0.6% | 0.024% | |
| 2/13/2024 | 1832 Asset Management L.P. | 19,209,097 | $604.89M | 0.9% | +9.6% | 4.187% | |
| 2/13/2024 | Crossmark Global Holdings Inc. | 29,515 | $930K | 0.0% | -27.6% | 0.006% | |
| 2/13/2024 | Tower Research Capital LLC TRC | 1,712 | $54K | 0.0% | +199.8% | 0.000% | |
| 2/13/2024 | Capital World Investors | 35,224,918 | $1.11B | 0.2% | 0.0% | 7.678% | |
| 2/13/2024 | Lake Street Advisors Group LLC | 1,205,123 | $37.95M | 2.6% | -11.3% | 0.263% | |
| 2/13/2024 | CIBC Private Wealth Group LLC | 717,870 | $22.61M | 0.0% | -51.9% | 0.156% | |
| 2/13/2024 | Belpointe Asset Management LLC | 12,011 | $378K | 0.0% | +4.7% | 0.003% | |
| 2/13/2024 | Peapack Gladstone Financial Corp | 51,440 | $1.62M | 0.0% | -7.3% | 0.011% | |
| 2/13/2024 | CIBC Asset Management Inc | 6,681,918 | $211.26M | 0.8% | +20.0% | 1.457% | |
| 2/13/2024 | The Manufacturers Life Insurance Company | 11,377,084 | $358.36M | 0.2% | -36.4% | 2.480% | |
| 2/13/2024 | Rathbones Group PLC | 9,572 | $301K | 0.0% | -66.5% | 0.002% | |
| 2/12/2024 | Bank of Nova Scotia | 3,805,482 | $119.94M | 0.2% | -11.1% | 0.830% | |
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| 2/12/2024 | Scotia Capital Inc. | 5,858,382 | $184.39M | 1.2% | +4.1% | 1.277% | |
| 2/12/2024 | Gold Investment Management Ltd. | 169,104 | $5.33M | 2.3% | N/A | 0.037% | |
| 2/12/2024 | Bank of Nova Scotia Trust Co. | 32,778 | $1.03M | 0.1% | -3.4% | 0.007% | |
| 2/12/2024 | TD Asset Management Inc | 8,292,551 | $262.61M | 0.3% | -36.1% | 1.808% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 40,296 | $1.27M | 0.0% | -27.7% | 0.009% | |
| 2/12/2024 | Wulff Hansen & CO. | 60,801 | $1.92M | 2.1% | -1.4% | 0.013% | |
| 2/12/2024 | Heritage Wealth Advisors | 1,000 | $31K | 0.0% | N/A | 0.000% | |
| 2/12/2024 | Hilltop Holdings Inc. | 13,998 | $441K | 0.0% | -54.9% | 0.003% | |
| 2/9/2024 | Franklin Resources Inc. | 128,221 | $4.04M | 0.0% | -49.0% | 0.028% | |
| 2/9/2024 | Clearbridge Investments LLC | 2,076,718 | $65.40M | 0.1% | +17.6% | 0.453% | |
