| 2/21/2025 | Gould Capital LLC | 83,824 | $2.28M | 1.6% | -0.6% | 0.564% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 45,438 | $1.23M | 0.0% | N/A | 0.306% | |
| 1/17/2025 | Avior Wealth Management LLC | 23,521 | $638K | 0.0% | -8.8% | 0.158% | |
| 12/26/2024 | JPMorgan Chase & Co. | 1,400 | $39K | 0.0% | N/A | 0.009% | |
| 11/8/2024 | Avior Wealth Management LLC | 25,790 | $710K | 0.0% | -22.4% | 0.174% | |
| 10/15/2024 | Aspect Partners LLC | 994 | $27K | 0.0% | -86.4% | 0.007% | |
| 8/9/2024 | City of London Investment Management Co. Ltd. | 86,000 | $2.36M | 0.2% | -11.3% | 0.579% | |
| 8/7/2024 | Cahill Financial Advisors Inc. | 62,110 | $1.71M | 0.2% | -7.4% | 0.418% | |
| 7/16/2024 | Aspect Partners LLC | 7,316 | $201K | 0.1% | -5.4% | 0.049% | |
| 5/17/2024 | Aspect Partners LLC | 7,730 | $221K | 0.2% | -10.6% | 0.052% | |
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| 5/14/2024 | OLD Mission Capital LLC | 151,950 | $4.35M | 0.1% | -8.8% | 1.023% | |
| 5/10/2024 | City of London Investment Management Co. Ltd. | 97,000 | $2.78M | 0.2% | +3.2% | 0.653% | |
| 5/4/2024 | Gould Asset Management LLC CA | 7,070 | $203K | 0.0% | N/A | 0.048% | |
| 4/25/2024 | Bear Mountain Capital Inc. | 976 | $27K | 0.0% | -27.8% | 0.006% | |
| 4/24/2024 | Leavell Investment Management Inc. | 7,210 | $207K | 0.0% | -11.3% | 0.046% | |
| 4/2/2024 | Heartwood Wealth Advisors LLC | 29,329 | $840K | 0.1% | +4.1% | 0.121% | |
| 2/29/2024 | Acima Private Wealth LLC | 57,612 | $1.52M | 0.6% | -1.3% | 0.238% | |
| 2/16/2024 | Aspect Partners LLC | 8,649 | $227K | 0.1% | N/A | 0.036% | |
| 2/9/2024 | City of London Investment Management Co. Ltd. | 94,000 | $2.47M | 0.2% | +3.9% | 0.388% | |
| 1/30/2024 | Bear Mountain Capital Inc. | 1,351 | $36K | 0.0% | N/A | 0.006% | |
| 1/23/2024 | Leavell Investment Management Inc. | 8,126 | $214K | 0.0% | -20.1% | 0.034% | |
| 11/9/2023 | City of London Investment Management Co. Ltd. | 90,500 | $2.35M | 0.2% | +101.1% | 0.373% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 10,625 | $275K | 0.0% | +15.7% | 0.044% | |
| 10/17/2023 | Heartwood Wealth Advisors LLC | 28,185 | $731K | 0.1% | +1.9% | 0.116% | |
| 10/16/2023 | Leavell Investment Management Inc. | 10,164 | $263K | 0.0% | -6.9% | 0.042% | |
| 10/11/2023 | Worth Asset Management LLC | 36,906 | $957K | 0.8% | N/A | 0.152% | |
| 8/15/2023 | Cahill Financial Advisors Inc. | 66,552 | $1.72M | 0.3% | +2.2% | 0.274% | |
| 8/11/2023 | City of London Investment Management Co. Ltd. | 45,000 | $1.16M | 0.1% | -57.1% | 0.186% | |
| 7/19/2023 | Heartwood Wealth Advisors LLC | 27,660 | $716K | 0.1% | +1.7% | 0.099% | |
| 7/19/2023 | Leavell Investment Management Inc. | 10,920 | $283K | 0.0% | -12.7% | 0.039% | |
| 7/13/2023 | Crescent Grove Advisors LLC | 13,128 | $340K | 0.0% | +8.0% | 0.047% | |
| 5/12/2023 | Cahill Financial Advisors Inc. | 65,115 | $1.67M | 0.3% | +7.9% | 0.231% | |
| 5/3/2023 | Crescent Grove Advisors LLC | 12,158 | $311K | 0.0% | N/A | 0.043% | |
| 4/14/2023 | Heartwood Wealth Advisors LLC | 27,197 | $696K | 0.1% | +6.0% | 0.103% | |
| 4/13/2023 | Leavell Investment Management Inc. | 12,511 | $320K | 0.0% | -9.6% | 0.047% | |
| 2/3/2023 | Ellevest Inc. | 17,393 | $443K | 0.0% | +5.3% | 0.067% | |
| 2/2/2023 | Congress Wealth Management LLC DE | 75,720 | $1.93M | 0.0% | +2.6% | 0.290% | |
| 1/31/2023 | DHK Financial Advisors Inc. | 123,747 | $3.15M | 4.4% | +0.5% | 0.473% | |
| 1/17/2023 | Leavell Investment Management Inc. | 13,840 | $353K | 0.0% | +15.7% | 0.056% | |
| 1/12/2023 | Heartwood Wealth Advisors LLC | 25,655 | $653K | 0.1% | +20.6% | 0.104% | |
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| 11/23/2022 | Gould Capital LLC | 70,086 | $1.71M | 1.5% | +1.3% | 0.545% | |
| 11/15/2022 | Cahill Financial Advisors Inc. | 57,852 | $1.41M | 0.3% | +4.5% | 0.450% | |
| 11/14/2022 | OLD Mission Capital LLC | 76,857 | $1.87M | 0.1% | -51.3% | 0.598% | |
| 11/10/2022 | City of London Investment Management Co. Ltd. | 91,000 | $2.22M | 0.2% | N/A | 0.708% | |
| 11/9/2022 | Congress Wealth Management LLC DE | 73,823 | $1.80M | 0.0% | +2.5% | 0.574% | |
| 11/8/2022 | DHK Financial Advisors Inc. | 123,180 | $3M | 4.9% | +1.5% | 0.959% | |
| 10/31/2022 | Baltimore Washington Financial Advisors Inc. | 1,076 | $262K | 0.0% | N/A | 0.008% | |
| 10/25/2022 | Heartwood Wealth Advisors LLC | 21,272 | $518K | 0.1% | +8.4% | 0.166% | |
| 10/17/2022 | Leavell Investment Management Inc. | 11,959 | $291K | 0.0% | +32.5% | 0.093% | |
| 8/16/2022 | DHK Financial Advisors Inc. | 121,331 | $3.25M | 3.1% | +6.1% | 0.944% | |
| 8/12/2022 | Congress Wealth Management LLC DE | 72,037 | $1.93M | 0.0% | -1.4% | 0.561% | |
| 8/8/2022 | Cahill Financial Advisors Inc. | 55,378 | $1.49M | 0.3% | +7.2% | 0.431% | |
| 8/5/2022 | OLD Mission Capital LLC | 157,959 | $4.24M | 0.1% | -59.3% | 1.229% | |
| 8/2/2022 | CX Institutional | 40,679 | $1.09M | 0.1% | -32.7% | 0.317% | |
| 7/28/2022 | Leavell Investment Management Inc. | 9,027 | $242K | 0.0% | +16.5% | 0.069% | |
| 5/13/2022 | McGowan Group Asset Management Inc. | 15,420 | $501K | 0.1% | -7.2% | 0.111% | |
| 5/12/2022 | Cahill Financial Advisors Inc. | 51,677 | $1.68M | 0.3% | -1.0% | 0.365% | |
| 5/11/2022 | Atlas Capital Advisors LLC | 6,353 | $207K | 0.0% | +8.2% | 0.045% | |
| 5/4/2022 | Leuthold Group LLC | 6,578 | $214K | 0.0% | N/A | 0.046% | |
| 5/2/2022 | Acima Private Wealth LLC | 49,138 | $1.60M | 0.7% | -24.6% | 0.347% | |
| 4/26/2022 | Heartwood Wealth Advisors LLC | 19,317 | $628K | 0.1% | +3.0% | 0.135% | |
| 4/21/2022 | Leavell Investment Management Inc. | 7,748 | $252K | 0.0% | +6.8% | 0.054% | |
| 4/13/2022 | Transparent Wealth Partners LLC | 114,342 | $3.72M | 3.1% | N/A | 0.794% | |
| 3/10/2022 | Acima Private Wealth LLC | 65,132 | $2.25M | 1.0% | -3.1% | 0.442% | |
| 2/11/2022 | Cahill Financial Advisors Inc. | 52,216 | $1.80M | 0.3% | +5.9% | 0.354% | |
| 2/10/2022 | OLD Mission Capital LLC | 128,794 | $4.45M | 0.2% | +330.1% | 0.873% | |
| 2/4/2022 | Congress Wealth Management LLC DE | 110,792 | $3.82M | 0.1% | N/A | 0.751% | |
| 2/1/2022 | Atlas Capital Advisors LLC | 5,874 | $203K | 0.0% | +7.7% | 0.040% | |
| 1/20/2022 | Leavell Investment Management Inc. | 7,258 | $250K | 0.0% | N/A | 0.049% | |
| 1/12/2022 | IFP Advisors Inc | 19,416 | $683K | 0.0% | +18,045.8% | 0.132% | |
| 1/12/2022 | Heartwood Wealth Advisors LLC | 18,754 | $647K | 0.1% | +9.5% | 0.127% | |
| 1/11/2022 | Symmetry Partners LLC | 117,177 | $4.04M | 0.3% | +2.6% | 0.794% | |
| 11/15/2021 | Flow Traders U.S. LLC | 6,139 | $208K | 0.0% | -14.6% | 0.042% | |
| 11/15/2021 | McGowan Group Asset Management Inc. | 14,121 | $479K | 0.1% | +3.7% | 0.096% | |
| 11/12/2021 | OLD Mission Capital LLC | 29,945 | $1.02M | 0.0% | N/A | 0.203% | |
| 11/4/2021 | Almanack Investment Partners LLC. | 28,916 | $981K | 0.1% | -5.1% | 0.197% | |
| 11/3/2021 | Nvwm LLC | 19,887 | $675K | 0.2% | N/A | 0.136% | |
| 10/18/2021 | Symmetry Partners LLC | 114,212 | $3.90M | 0.3% | +4.2% | 0.780% | |
| 8/24/2021 | Flow Traders U.S. LLC | 7,189 | $239K | 0.0% | N/A | 0.050% | |
| 8/17/2021 | Cahill Financial Advisors Inc. | 49,821 | $1.65M | 0.4% | +1.4% | 0.345% | |
| 8/11/2021 | McGowan Group Asset Management Inc. | 13,611 | $452K | 0.1% | N/A | 0.094% | |
| 8/11/2021 | Bank of New York Mellon Corp | 6,200 | $206K | 0.0% | N/A | 0.043% | |
| 8/5/2021 | Gould Asset Management LLC CA | 6,015 | $200K | 0.1% | N/A | 0.042% | |
| 8/4/2021 | Almanack Investment Partners LLC. | 30,463 | $1.01M | 0.1% | -24.2% | 0.211% | |
| 8/4/2021 | CX Institutional | 49,499 | $1.64M | 0.1% | -43.3% | 0.343% | |
| 8/2/2021 | Disciplined Investments LLC | 1,040 | $35K | 0.0% | N/A | 0.007% | |
| 7/31/2021 | Atlas Capital Advisors LLC | 5,453 | $181K | 0.0% | +68.9% | 0.038% | |
| 5/14/2021 | Acima Private Wealth LLC | 66,117 | $1.95M | 1.0% | +8.4% | 0.464% | |
| 5/11/2021 | Almanack Investment Partners LLC. | 40,201 | $1.19M | 0.1% | -38.5% | 0.282% | |
| 5/3/2021 | Symmetry Partners LLC | 110,401 | $3.26M | 0.2% | +9.6% | 0.761% | |
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| 4/26/2021 | Whittier Trust Co. of Nevada Inc. | 1,998 | $59K | 0.0% | -78.4% | 0.014% | |
| 4/19/2021 | Heartwood Wealth Advisors LLC | 13,362 | $394K | 0.1% | N/A | 0.092% | |
| 4/15/2021 | CX Institutional | 87,277 | $2.57M | 0.2% | +10.9% | 0.602% | |
| 2/18/2021 | Symmetry Partners LLC | 100,767 | $2.86M | 0.2% | +5.8% | 0.693% | |
| 2/17/2021 | Cahill Financial Advisors Inc. | 47,616 | $1.35M | 0.3% | +4.6% | 0.327% | |
| 2/13/2021 | Tompkins Financial Corp | 9,248 | $197K | 0.0% | N/A | 0.064% | |
