| 11/15/2024 | MML Investors Services LLC | 22,483 | $1.14M | 0.0% | -4.2% | 0.394% | |
| 11/15/2024 | Main Management LLC | 1,379 | $70K | 0.0% | +103.1% | 0.024% | |
| 11/15/2024 | Main Management ETF Advisors LLC | 229,245 | $11.66M | 0.6% | +86.5% | 4.022% | |
| 11/15/2024 | Zacks Investment Management | 49,345 | $2.51M | 0.0% | -2.2% | 0.866% | |
| 11/15/2024 | Jane Street Group LLC | 201,370 | $10.24M | 0.0% | +62.4% | 3.533% | |
| 11/15/2024 | HighTower Advisors LLC | 77,769 | $3.96M | 0.0% | -1.4% | 1.364% | |
|
| 11/15/2024 | Centiva Capital LP | 10,499 | $534K | 0.0% | N/A | 0.184% | |
| 11/13/2024 | Dai ichi Life Holdings Inc. | 23,000 | $1.17M | 1.4% | N/A | 0.404% | |
| 11/6/2024 | Mount Lucas Management LP | 14,951 | $760K | 0.3% | +7.0% | 0.262% | |
| 10/29/2024 | Innealta Capital LLC | 47,617 | $2.42M | 1.0% | -39.3% | 0.835% | |
| 10/23/2024 | Osborne Partners Capital Management LLC | 511,618 | $26.02M | 1.5% | +0.8% | 8.976% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 12,386 | $630K | 0.0% | -30.7% | 0.217% | |
| 10/19/2024 | Cyndeo Wealth Partners LLC | 6,654 | $338K | 0.0% | -9.6% | 0.117% | |
| 10/17/2024 | Onyx Bridge Wealth Group LLC | 22,853 | $1.16M | 0.2% | N/A | 0.401% | |
| 10/11/2024 | CX Institutional | 226,933 | $11.54M | 0.5% | -24.1% | 3.981% | |
| 10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 24,055 | $1.22M | 0.1% | N/A | 0.422% | |
| 10/3/2024 | Marotta Asset Management | 165,726 | $8.43M | 1.7% | +0.4% | 2.907% | |
| 8/16/2024 | Sunbelt Securities Inc. | 12,049 | $605K | 0.1% | +61.2% | 0.211% | |
| 8/15/2024 | Main Management ETF Advisors LLC | 122,905 | $6.17M | 0.3% | N/A | 2.156% | |
| 8/14/2024 | Marshall Wace LLP | 14,806 | $744K | 0.0% | +96.8% | 0.260% | |
| 8/14/2024 | Bank of Montreal Can | 70,152 | $3.59M | 0.0% | +856.5% | 1.231% | |
| 8/8/2024 | Idaho Trust Bank | 18,601 | $934K | 0.5% | N/A | 0.326% | |
| 8/6/2024 | Mount Lucas Management LP | 13,979 | $702K | 0.2% | -9.8% | 0.245% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 17,861 | $897K | 0.0% | N/A | 0.313% | |
| 8/2/2024 | Ferguson Shapiro LLC | 17,123 | $860K | 0.3% | N/A | 0.300% | |
| 8/1/2024 | Rice Partnership LLC | 51,581 | $2.59M | 0.6% | N/A | 0.905% | |
| 7/31/2024 | Concurrent Investment Advisors LLC | 9,578 | $481K | 0.0% | N/A | 0.168% | |
| 7/31/2024 | Fortis Group Advisors LLC | 79,847 | $4.01M | 0.8% | N/A | 1.401% | |
| 7/30/2024 | Bryn Mawr Capital Management LLC | 4,099 | $206K | 0.0% | -85.0% | 0.072% | |
| 7/29/2024 | WestEnd Advisors LLC | 609 | $31K | 0.0% | -45.7% | 0.011% | |
| 7/29/2024 | Innealta Capital LLC | 78,388 | $3.94M | 1.3% | +50.3% | 1.375% | |
| 7/18/2024 | Brookstone Capital Management | 8,233 | $414K | 0.0% | +43.4% | 0.144% | |
| 7/12/2024 | Hexagon Capital Partners LLC | 562 | $28K | 0.0% | +249.1% | 0.010% | |
| 7/11/2024 | CX Institutional | 298,946 | $15.02M | 0.7% | +29,586.8% | 5.245% | |
| 5/17/2024 | Comerica Bank | 673 | $33K | 0.0% | +169.2% | 0.012% | |
| 5/14/2024 | OLD Mission Capital LLC | 106,371 | $5.26M | 0.1% | -53.0% | 1.866% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 6,256 | $310K | 0.0% | N/A | 0.110% | |
| 5/7/2024 | SG Americas Securities LLC | 8,273 | $409K | 0.0% | N/A | 0.145% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 868 | $43K | 0.0% | N/A | 0.015% | |
| 5/2/2024 | Bryn Mawr Capital Management LLC | 27,376 | $1.36M | 0.1% | +247.7% | 0.468% | |
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| 5/1/2024 | Janney Montgomery Scott LLC | 12,822 | $634K | 0.0% | N/A | 0.219% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 55,500 | $2.75M | 0.0% | N/A | 0.949% | |
| 4/30/2024 | Perigon Wealth Management LLC | 16,459 | $814K | 0.0% | N/A | 0.281% | |
| 4/25/2024 | Osborne Partners Capital Management LLC | 503,456 | $24.91M | 1.5% | -0.4% | 8.606% | |
| 4/25/2024 | L.M. Kohn & Company | 4,936 | $244K | 0.1% | N/A | 0.084% | |
| 4/23/2024 | Lunt Capital Management Inc. | 4,082 | $202K | 0.1% | N/A | 0.070% | |
| 4/16/2024 | Viewpoint Capital Management LLC | 6,222 | $308K | 0.2% | -5.6% | 0.094% | |
| 4/15/2024 | Brookstone Capital Management | 5,741 | $284K | 0.0% | N/A | 0.086% | |
| 4/15/2024 | Sunbelt Securities Inc. | 7,473 | $370K | 0.0% | N/A | 0.112% | |
| 4/2/2024 | Marotta Asset Management | 173,098 | $8.57M | 1.8% | -3.7% | 2.603% | |
| 3/29/2024 | Kapitalo Investimentos Ltda | 88,612 | $3.96M | 0.8% | -0.8% | 1.333% | |
| 2/15/2024 | OLD Mission Capital LLC | 226,313 | $10.10M | 0.2% | +842.7% | 3.403% | |
| 2/12/2024 | Innealta Capital LLC | 52,136 | $2.33M | 1.0% | -33.4% | 0.784% | |
| 2/12/2024 | Parallel Advisors LLC | 1,181 | $53K | 0.0% | -31.2% | 0.018% | |
| 2/7/2024 | Kovitz Investment Group Partners LLC | 26,516 | $1.18M | 0.0% | -1.4% | 0.399% | |
| 2/7/2024 | Mount Lucas Management LP | 16,581 | $740K | 0.2% | N/A | 0.249% | |
| 2/6/2024 | Idaho Trust Bank | 14,488 | $647K | 0.4% | -9.3% | 0.218% | |
| 1/30/2024 | Desjardins Global Asset Management Inc. | 51,782 | $2.31M | 0.2% | -11.8% | 0.779% | |
| 1/25/2024 | Nisa Investment Advisors LLC | 11,900 | $531K | 0.0% | +6.7% | 0.179% | |
| 1/22/2024 | Osborne Partners Capital Management LLC | 505,596 | $22.57M | 1.5% | +6.3% | 7.603% | |
| 1/18/2024 | WestEnd Advisors LLC | 578 | $26K | 0.0% | N/A | 0.009% | |
| 1/12/2024 | CX Institutional | 319,517 | $14.26M | 0.8% | N/A | 4.805% | |
| 1/12/2024 | Cyndeo Wealth Partners LLC | 12,209 | $545K | 0.0% | -79.8% | 0.184% | |
| 11/14/2023 | Qube Research & Technologies Ltd | 64,089 | $2.44M | 0.0% | N/A | 0.964% | |
| 11/13/2023 | Hsbc Holdings PLC | 18,001 | $684K | 0.0% | +18.2% | 0.271% | |
| 11/9/2023 | Kovitz Investment Group Partners LLC | 26,881 | $1.02M | 0.0% | -3.0% | 0.404% | |
| 11/8/2023 | HighTower Advisors LLC | 67,625 | $2.57M | 0.0% | +1.4% | 1.017% | |
| 11/8/2023 | Idaho Trust Bank | 15,971 | $607K | 0.4% | -11.2% | 0.240% | |
| 11/8/2023 | Bryn Mawr Capital Management LLC | 7,940 | $302K | 0.0% | N/A | 0.119% | |
| 10/26/2023 | Osborne Partners Capital Management LLC | 475,689 | $18.09M | 1.3% | +2.0% | 7.153% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 14,167 | $539K | 0.0% | -75.0% | 0.213% | |
| 10/13/2023 | Global Retirement Partners LLC | 1,385 | $52K | 0.0% | +132.4% | 0.021% | |
| 10/11/2023 | Marotta Asset Management | 173,404 | $6.59M | 1.5% | +6.4% | 2.608% | |
| 10/11/2023 | Vontobel Holding Ltd. | 10,005 | $380K | 0.0% | -24.5% | 0.150% | |
| 8/22/2023 | Idaho Trust Bank | 17,995 | $779K | 0.5% | N/A | 0.271% | |
| 8/14/2023 | Mount Lucas Management LP | 16,917 | $732K | 0.2% | -6.1% | 0.254% | |
| 8/9/2023 | Flow Traders U.S. LLC | 24,213 | $1.05M | 0.0% | -2.5% | 0.364% | |
| 8/8/2023 | AlphaCentric Advisors LLC | 2,959 | $128K | 0.1% | -15.4% | 0.043% | |
| 8/8/2023 | Kovitz Investment Group Partners LLC | 27,707 | $1.20M | 0.0% | -3.1% | 0.402% | |
| 8/7/2023 | Desjardins Global Asset Management Inc. | 55,099 | $2.39M | 0.3% | +1,092.1% | 0.799% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 41,467 | $1.80M | 0.0% | -9.2% | 0.601% | |
| 7/31/2023 | LPL Financial LLC | 158,739 | $6.87M | 0.0% | -24.0% | 2.301% | |
| 7/27/2023 | Cyndeo Wealth Partners LLC | 60,322 | $2.61M | 0.3% | +1.4% | 0.874% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 56,672 | $2.45M | 0.0% | +10.6% | 0.821% | |
| 7/24/2023 | Hexagon Capital Partners LLC | 613 | $27K | 0.0% | +76.7% | 0.009% | |
| 7/21/2023 | Millburn Ridgefield Corp | 85,016 | $3.68M | 0.1% | +0.3% | 1.232% | |
| 7/20/2023 | Osborne Partners Capital Management LLC | 466,301 | $20.18M | 1.5% | +1.9% | 6.758% | |
| 7/5/2023 | Marotta Asset Management | 162,933 | $7.05M | 1.6% | N/A | 2.361% | |
| 5/12/2023 | AlphaCentric Advisors LLC | 3,497 | $148K | 0.1% | N/A | 0.051% | |
| 5/12/2023 | HighTower Advisors LLC | 69,722 | $2.95M | 0.0% | +0.5% | 1.010% | |
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| 5/11/2023 | Kovitz Investment Group Partners LLC | 28,586 | $1.21M | 0.0% | -6.9% | 0.414% | |
| 5/10/2023 | LPL Financial LLC | 208,933 | $8.82M | 0.0% | +209.9% | 3.028% | |
| 5/8/2023 | Global Retirement Partners LLC | 596 | $25K | 0.0% | +74.3% | 0.009% | |
| 5/4/2023 | CX Institutional | 308,692 | $13.07M | 0.7% | N/A | 4.474% | |
| 5/3/2023 | Integrated Wealth Concepts LLC | 33,585 | $1.42M | 0.0% | +4.8% | 0.487% | |
| 5/3/2023 | Shoker Investment Counsel Inc. | 40,982 | $1.73M | 0.8% | -4.1% | 0.594% | |
| 5/1/2023 | Desjardins Global Asset Management Inc. | 4,622 | $195K | 0.0% | N/A | 0.067% | |
| 4/28/2023 | SG Americas Securities LLC | 11,516 | $486K | 0.0% | N/A | 0.167% | |
| 4/25/2023 | Parallel Advisors LLC | 1,852 | $78K | 0.0% | -50.7% | 0.027% | |
| 4/25/2023 | Cyndeo Wealth Partners LLC | 59,498 | $2.51M | 0.3% | -1.7% | 0.862% | |
