Stock Transactions — EVOLUTION PETE CORP

Total Bought
1,135,406
53 transactions
Total Sold
740,930
43 transactions
Net
+394,476
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
O'SHAUGHNESSY ASSET MANAGEMENT, LLC0223,925+223,9250.000.01+0.01buy
RITHOLTZ WEALTH MANAGEMENT0135,916+135,9160.000.01+0.01buy
AMERICAN CENTURY COMPANIES INC855,498977,675+122,1770.000.00+0.00buy
UBS Group AG381,117469,692+88,5750.000.00+0.00buy
ROYAL BANK OF CANADA48,891121,701+72,8100.000.00+0.00buy
CWA Asset Management Group, LLC407,776470,471+62,6950.080.08+0.00buy
MORGAN STANLEY592,595641,066+48,4710.000.00+0.00buy
Michels Family Financial, LLC046,317+46,3170.000.17+0.17buy
Quantinno Capital Management LP41,12585,377+44,2520.000.00+0.00buy
GOLDMAN SACHS GROUP INC64,033105,657+41,6240.000.00+0.00buy
Russell Investments Group, Ltd.629,985669,156+39,1710.000.00-0.00buy
COLDSTREAM CAPITAL MANAGEMENT INC024,838+24,8380.000.00+0.00buy
AQR CAPITAL MANAGEMENT LLC13,02232,864+19,8420.000.00+0.00buy
Ethic Inc.97,324116,990+19,6660.010.01+0.00buy
MERCER GLOBAL ADVISORS INC /ADV018,239+18,2390.000.00+0.00buy
TRUIST FINANCIAL CORP32,89049,788+16,8980.000.00+0.00buy
Kathmere Capital Management, LLC012,431+12,4310.000.00+0.00buy
Focus Partners Wealth012,418+12,4180.000.00+0.00buy
FRANKLIN RESOURCES INC010,963+10,9630.000.00+0.00buy
Graham Capital Management, L.P.10,16918,352+8,1830.000.00+0.00buy
Ellevest, Inc.23,54530,600+7,0550.020.02+0.00buy
COMERICA BANK6956,908+6,2130.000.00+0.00buy
CITIGROUP INC15,40521,238+5,8330.000.00+0.00buy
RAYMOND JAMES FINANCIAL INC468,620474,278+5,6580.000.00-0.00buy
Bank of New York Mellon Corp241,102246,623+5,5210.000.00-0.00buy
VANGUARD GROUP INC1,595,7211,600,822+5,1010.000.00-0.00buy
BNP PARIBAS FINANCIAL MARKETS3,1118,194+5,0830.000.00+0.00buy
SUMMIT SECURITIES GROUP LLC03,900+3,9000.000.01+0.01buy
NORTHERN TRUST CORP312,232315,324+3,0920.000.00-0.00buy
Vanguard Personalized Indexing Management, LLC23,10625,495+2,3890.000.00+0.00buy
CWM, LLC1,0023,136+2,1340.000.00+0.00buy
ALLIANCEBERNSTEIN L.P.22,61024,610+2,0000.000.00+0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM01,942+1,9420.000.00+0.00buy
SIMPLEX TRADING, LLC01,724+1,7240.000.00+0.00buy
PNC FINANCIAL SERVICES GROUP, INC.25,04126,722+1,6810.000.00+0.00buy
Register Financial Advisors LLC315,611317,169+1,5580.650.60-0.05buy
Cerity Partners LLC27,94729,042+1,0950.000.00-0.00buy
Versant Capital Management, Inc01,069+1,0690.000.00+0.00buy
FMR LLC6,4567,193+7370.000.00+0.00buy
Arax Advisory Partners7121,289+5770.000.00-0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC96,22896,795+5670.000.00-0.00buy
Equitable Holdings, Inc.16,55416,719+1650.000.00-0.00buy
Sterling Capital Management LLC166323+1570.000.00+0.00buy
NISA INVESTMENT ADVISORS, LLC0152+1520.000.00+0.00buy
GAMMA Investing LLC0138+1380.000.00+0.00buy
EverSource Wealth Advisors, LLC9132+1230.000.00+0.00buy
Smartleaf Asset Management LLC164271+1070.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC727,534727,602+680.000.00-0.00buy
CoreCap Advisors, LLC2,6832,750+670.000.00-0.00buy
Farther Finance Advisors, LLC206262+560.000.00-0.00buy
Allworth Financial LP600626+260.000.00-0.00buy
SBI Securities Co., Ltd.491497+60.000.00-0.00buy
Clearstead Advisors, LLC01+10.000.00+0.00buy
Ameritas Investment Partners, Inc.2,6052,60500.000.00-0.00hold
INTECH INVESTMENT MANAGEMENT LLC14,78414,78400.000.00-0.00hold
MassMutual Private Wealth & Trust, FSB23623600.000.00-0.00hold
BRIDGEWAY CAPITAL MANAGEMENT, LLC74,33374,33300.010.01-0.00hold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,0091,00900.000.00-0.00hold
Metis Global Partners, LLC10,19310,19300.000.00-0.00hold
Larson Financial Group LLC1,0001,00000.000.00-0.00hold
Nuveen, LLC61,99961,99900.000.00-0.00hold
Newbridge Financial Services Group, Inc.5,7755,77500.000.00-0.00hold
Ameritas Advisory Services, LLC10010000.000.00+0.00hold
Financial Network Wealth Advisors LLC18418400.000.00-0.00hold
Police & Firemen's Retirement System of New Jersey11,08911,08900.000.00-0.00hold
Chancellor Financial Group WB LP11,65011,65000.040.04-0.00hold
MJT & Associates Financial Advisory Group, Inc.2200.000.00-0.00hold
SEI INVESTMENTS CO16,29916,29900.000.00-0.00hold
Legal & General Group Plc3,5673,56700.000.00-0.00hold
PRICE T ROWE ASSOCIATES INC /MD/15,28015,28000.000.00-0.00hold
NEW YORK STATE COMMON RETIREMENT FUND23,86223,86200.000.00-0.00hold
JONES FINANCIAL COMPANIES LLLP1,3711,37100.000.00-0.00hold
CREATIVE FINANCIAL DESIGNS INC /ADV161600.000.00-0.00hold
AMALGAMATED BANK1,0641,06400.000.00-0.00hold
Covestor Ltd30-30.000.000.00sell
True Wealth Design, LLC73-40.000.00-0.00sell
DEUTSCHE BANK AG\30,84930,845-40.000.00-0.00sell
CERTIOR FINANCIAL GROUP, LLC27,31527,303-120.100.09-0.01sell
ROTHSCHILD INVESTMENT LLC11560-550.000.00-0.00sell
SouthState Corp2120-2120.000.00-0.00sell
Arete Wealth Advisors, LLC53,21252,998-2140.020.02-0.00sell
HARBOR CAPITAL ADVISORS, INC.625399-2260.000.00+0.00sell
Golden State Wealth Management, LLC783368-4150.000.00-0.00sell
Park Square Financial Group, LLC5000-5000.000.00-0.00sell
WELLINGTON MANAGEMENT GROUP LLP15,19014,674-5160.000.00-0.00sell
MANUFACTURERS LIFE INSURANCE COMPANY, THE12,61311,496-1,1170.000.00-0.00sell
Garde Capital, Inc.1,2000-1,2000.000.00-0.00sell
MetLife Investment Management, LLC18,98717,439-1,5480.000.00-0.00sell
Cambridge Investment Research Advisors, Inc.14,10012,300-1,8000.000.00-0.00sell
PERRITT CAPITAL MANAGEMENT INC178,356176,316-2,0400.430.40-0.03sell
CONNORS INVESTOR SERVICES INC44,10542,036-2,0690.020.02-0.00sell
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.17,54015,007-2,5330.000.00-0.00sell
IFP Advisors, Inc3,16176-3,0850.000.00-0.00sell
WealthTrust Axiom LLC1,785,4001,782,033-3,3672.472.30-0.17sell
STATE STREET CORP699,634695,693-3,9410.000.00-0.00sell
Jackson Hole Capital Partners, LLC29,59724,709-4,8880.030.02-0.01sell
RHUMBLINE ADVISERS41,85336,510-5,3430.000.00-0.00sell
Tower Research Capital LLC (TRC)8,2612,821-5,4400.000.00-0.00sell
Prosperity Consulting Group, LLC29,84623,398-6,4480.010.01-0.00sell
Invesco Ltd.56,79148,707-8,0840.000.00-0.00sell
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