2/17/2025 | Squarepoint Ops LLC | 16,859 | $40K | 0.0% | -36.8% | 0.049% |  |
2/17/2025 | Two Sigma Investments LP | 41,177 | $97K | 0.0% | -30.9% | 0.119% |  |
2/17/2025 | Millennium Management LLC | 150,510 | $0.36M | 0.0% | -58.8% | 0.436% |  |
2/17/2025 | Citadel Advisors LLC | 19,454 | $46K | 0.0% | -66.8% | 0.056% |  |
2/13/2025 | Marshall Wace LLP | 156,058 | $0.37M | 0.0% | +51.4% | 0.452% |  |
2/13/2025 | Raymond James Financial Inc. | 17,250 | $41K | 0.0% | N/A | 0.050% |  |
2/13/2025 | Renaissance Technologies LLC | 14,551 | $34K | 0.0% | -88.1% | 0.042% |  |
2/12/2025 | Geode Capital Management LLC | 303,318 | $0.72M | 0.0% | -4.1% | 0.878% |  |
2/12/2025 | Brown Brothers Harriman & Co. | 14,449 | $34K | 0.0% | -31.4% | 0.042% |  |
2/11/2025 | LPL Financial LLC | 94,144 | $0.22M | 0.0% | +72.3% | 0.273% |  |
2/11/2025 | Virtu Financial LLC | 10,454 | $25K | 0.0% | N/A | 0.030% |  |
2/6/2025 | Raymond James Financial Inc. | 17,250 | $41K | 0.0% | N/A | 0.050% |  |
2/3/2025 | LifeSteps Financial Inc. | 86,970 | $0.21M | 0.2% | +11.1% | 0.252% |  |
1/31/2025 | D.A. Davidson & CO. | 21,779 | $51K | 0.0% | N/A | 0.063% |  |
1/28/2025 | Apollon Wealth Management LLC | 16,863 | $40K | 0.0% | +20.4% | 0.049% |  |
1/28/2025 | Woodward Diversified Capital LLC | 1,268,305 | $2.99M | 2.2% | -5.6% | 3.672% |  |
1/13/2025 | Miracle Mile Advisors LLC | 25,000 | $59K | 0.0% | -37.5% | 0.072% |  |
11/16/2024 | Geode Capital Management LLC | 316,160 | $0.75M | 0.0% | +39.7% | 0.916% |  |
11/15/2024 | XTX Topco Ltd | 24,693 | $59K | 0.0% | N/A | 0.072% |  |
11/15/2024 | Point72 Asia Singapore Pte. Ltd. | 15,524 | $37K | 0.0% | -23.0% | 0.045% |  |
11/13/2024 | Brown Brothers Harriman & Co. | 21,075 | $50K | 0.0% | +76.2% | 0.061% |  |
10/16/2024 | LifeSteps Financial Inc. | 78,255 | $0.19M | 0.1% | +17.6% | 0.228% |  |
10/10/2024 | Exchange Traded Concepts LLC | 65,930 | $0.16M | 0.0% | +89.0% | 0.192% |  |
10/7/2024 | Miracle Mile Advisors LLC | 40,000 | $95K | 0.0% | +33.3% | 0.116% |  |
9/16/2024 | Cubist Systematic Strategies LLC | 28,663 | $56K | 0.0% | N/A | 0.083% |  |
9/16/2024 | Point72 Asia Singapore Pte. Ltd. | 20,162 | $39K | 0.0% | N/A | 0.059% |  |
8/15/2024 | Armistice Capital LLC | 900,000 | $1.76M | 0.0% | N/A | 2.620% |  |
8/15/2024 | Affinity Asset Advisors LLC | 100,000 | $0.20M | 0.0% | N/A | 0.291% |  |
8/15/2024 | Point72 Asia Singapore Pte. Ltd. | 20,162 | $39K | 0.0% | N/A | 0.059% |  |
8/14/2024 | Cubist Systematic Strategies LLC | 28,663 | $56K | 0.0% | N/A | 0.083% |  |
8/12/2024 | Highbridge Capital Management LLC | 631,307 | $1.23M | 0.0% | N/A | 1.838% |  |
8/9/2024 | Renaissance Technologies LLC | 63,800 | $0.12M | 0.0% | -36.5% | 0.186% |  |
7/25/2024 | AMG National Trust Bank | 75,351 | $0.15M | 0.0% | +49.7% | 0.219% |  |
7/18/2024 | Miracle Mile Advisors LLC | 30,000 | $58K | 0.0% | N/A | 0.087% |  |
7/17/2024 | LifeSteps Financial Inc. | 66,536 | $0.13M | 0.1% | +50.2% | 0.194% |  |
5/10/2024 | Vanguard Group Inc. | 1,023,030 | $6.58M | 0.0% | +2.4% | 3.808% |  |
5/9/2024 | SageView Advisory Group LLC | 18,788 | $0.12M | 0.0% | N/A | 0.070% |  |
5/3/2024 | Clarity Capital Partners LLC | 22,666 | $0.15M | 0.1% | -12.8% | 0.084% |  |
4/30/2024 | Woodward Diversified Capital LLC | 1,085,957 | $6.98M | 4.3% | +0.3% | 4.043% |  |
4/26/2024 | LifeSteps Financial Inc. | 44,309 | $0.29M | 0.2% | +26.6% | 0.165% |  |
2/20/2024 | Clarity Capital Partners LLC | 26,005 | $0.36M | 0.3% | N/A | 0.097% |  |
2/14/2024 | Woodward Diversified Capital LLC | 1,082,270 | $15.16M | 9.6% | +2,326.2% | 4.050% |  |
2/13/2024 | Tower Research Capital LLC TRC | 2,956 | $41K | 0.0% | +216.1% | 0.011% |  |
2/6/2024 | Apollon Wealth Management LLC | 14,006 | $0.20M | 0.0% | N/A | 0.052% |  |
2/1/2024 | New York State Common Retirement Fund | 6,461 | $91K | 0.0% | +17.6% | 0.024% |  |
1/24/2024 | Provident Wealth Management LLC | 157,137 | $2.20M | 1.0% | -53.1% | 0.588% |  |
1/19/2024 | LifeSteps Financial Inc. | 35,008 | $0.49M | 0.4% | +6.7% | 0.131% |  |
1/18/2024 | Blue Trust Inc. | 9,237 | $0.13M | 0.0% | N/A | 0.035% |  |
1/17/2024 | San Luis Wealth Advisors LLC | 23,259 | $0.33M | 0.1% | N/A | 0.087% |  |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 13,627 | $0.19M | 0.0% | N/A | 0.051% |  |
1/12/2024 | SG Americas Securities LLC | 9,605 | $0.14M | 0.0% | +45.4% | 0.036% |  |
1/12/2024 | Advisor Resource Council | 16,666 | $0.23M | 0.0% | N/A | 0.062% |  |
1/11/2024 | Whittier Trust Co. of Nevada Inc. | 7,141 | $100K | 0.0% | N/A | 0.027% |  |
1/11/2024 | KWB Wealth | 23,327 | $0.33M | 0.0% | N/A | 0.087% |  |
1/11/2024 | Falcon Wealth Planning | 12,000 | $0.17M | 0.0% | +20.0% | 0.045% |  |
1/5/2024 | Exchange Traded Concepts LLC | 6,201 | $87K | 0.0% | +34.0% | 0.023% |  |
12/18/2023 | Vanguard Group Inc. | 980,993 | $24.03M | 0.0% | +1,660.1% | 3.672% |  |
11/9/2023 | One Capital Management LLC | 11,283 | $0.28M | 0.0% | N/A | 0.043% |  |
11/8/2023 | AMG National Trust Bank | 50,346 | $1.23M | 0.0% | N/A | 0.192% |  |
11/8/2023 | D.A. Davidson & CO. | 9,666 | $0.24M | 0.0% | N/A | 0.037% |  |
11/8/2023 | Amalgamated Bank | 1,077 | $26K | 0.0% | +250.8% | 0.004% |  |
11/7/2023 | New York State Common Retirement Fund | 5,495 | $0.14M | 0.0% | +89.5% | 0.021% |  |
11/7/2023 | Barclays PLC | 3,384 | $83K | 0.0% | +516.4% | 0.013% |  |
11/3/2023 | SteelPeak Wealth LLC | 10,895 | $0.27M | 0.0% | N/A | 0.042% |  |
11/1/2023 | Aspen Investment Management Inc | 11,880 | $0.29M | 0.2% | N/A | 0.045% |  |
10/27/2023 | Whittier Trust Co. | 7,141 | $0.18M | 0.0% | N/A | 0.027% |  |
10/25/2023 | LifeSteps Financial Inc. | 32,817 | $0.80M | 0.8% | +145.3% | 0.133% |  |
10/24/2023 | Bank of New York Mellon Corp | 53,938 | $1.32M | 0.0% | +476.6% | 0.219% |  |
10/19/2023 | Provident Wealth Management LLC | 335,263 | $8.21M | 4.0% | N/A | 1.359% |  |
10/13/2023 | SG Americas Securities LLC | 6,605 | $0.16M | 0.0% | N/A | 0.027% |  |
10/11/2023 | AE Wealth Management LLC | 194,875 | $4.77M | 0.0% | +1,370.0% | 0.790% |  |
10/5/2023 | Falcon Wealth Planning | 10,000 | $0.25M | 0.1% | N/A | 0.041% |  |
8/4/2023 | American International Group Inc. | 1,332 | $44K | 0.0% | N/A | 0.005% |  |
8/4/2023 | Atlas Private Wealth Advisors | 6,120 | $0.20M | 0.0% | N/A | 0.024% |  |
7/28/2023 | Hohimer Wealth Management LLC | 24,640 | $0.81M | 0.2% | -45.2% | 0.095% |  |
7/20/2023 | Global Retirement Partners LLC | 2,500 | $82K | 0.0% | N/A | 0.010% |  |
7/20/2023 | Exchange Traded Concepts LLC | 4,442 | $0.15M | 0.0% | N/A | 0.018% |  |
7/17/2023 | Dubuque Bank & Trust Co. | 9,328 | $0.31M | 0.0% | N/A | 0.038% |  |
7/14/2023 | LifeSteps Financial Inc. | 13,379 | $0.44M | 0.4% | N/A | 0.054% |  |
7/10/2023 | AE Wealth Management LLC | 13,257 | $0.43M | 0.0% | N/A | 0.054% |  |
5/4/2023 | Barclays PLC | 33,178 | $0.92M | 0.0% | N/A | 0.135% |  |
5/3/2023 | Axxcess Wealth Management LLC | 16,668 | $0.46M | 0.0% | N/A | 0.068% |  |
5/3/2023 | Hohimer Wealth Management LLC | 44,940 | $1.25M | 0.4% | N/A | 0.183% |  |