Stock TransactionsCPER

Total Bought
998,022
84 transactions
Total Sold
1,445,162
64 transactions
Net
-447,140
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
ROYAL BANK OF CANADA159,212337,449+178,2370.000.00+0.00buy
JANE STREET GROUP, LLC81,986173,261+91,2750.000.00+0.00buy
Park Edge Advisors, LLC076,708+76,7080.000.62+0.62buy
Proficio Capital Partners LLC065,820+65,8200.000.09+0.09buy
FLOW TRADERS U.S. LLC2,68646,477+43,7910.010.18+0.17buy
Arax Advisory Partners2,71043,537+40,8270.000.01+0.01buy
Manatuck Hill Partners, LLC040,000+40,0000.000.50+0.50buy
Brookwood Investment Group LLC87,303120,463+33,1600.380.53+0.14buy
Cetera Investment Advisers20,71451,816+31,1020.000.00+0.00buy
OSAIC HOLDINGS, INC.41,12271,819+30,6970.000.00+0.00buy
HRT FINANCIAL LP15,31644,428+29,1120.000.00+0.00buy
UBS Group AG415,217443,952+28,7350.000.00+0.00buy
CITADEL ADVISORS LLC025,593+25,5930.000.00+0.00buy
Axiom Financial Strategies, LLC63,33883,230+19,8922.132.42+0.29buy
MATAURO, LLC345,684364,568+18,8844.764.47-0.30buy
BigSur Wealth Management LLC16,83934,839+18,0000.160.32+0.15buy
BNP PARIBAS FINANCIAL MARKETS1,35916,196+14,8370.000.00+0.00buy
Mariner, LLC30,42343,291+12,8680.000.00+0.00buy
IFG Advisory, LLC012,713+12,7130.000.02+0.02buy
&PARTNERS60,80873,041+12,2330.010.01+0.00buy
MML INVESTORS SERVICES, LLC53,22164,877+11,6560.010.00-0.00buy
Advyzon Investment Management, LLC09,689+9,6890.000.03+0.03buy
OSAIC HOLDINGS, INC.48,41456,734+8,3200.010.01-0.00buy
HighTower Advisors, LLC56,28564,335+8,0500.000.00+0.00buy
Summit Financial, LLC31,91339,728+7,8150.010.02+0.00buy
Focus Partners Advisor Solutions, LLC12,61020,377+7,7670.010.02+0.00buy
Moors & Cabot, Inc.07,648+7,6480.000.01+0.01buy
Clare Market Investments LLC32,86040,480+7,6200.240.28+0.04buy
BANK OF AMERICA CORP /DE/145,800152,699+6,8990.000.00+0.00buy
Federation des caisses Desjardins du Quebec9,51216,317+6,8050.000.00+0.00buy
Tidal Investments LLC06,732+6,7320.000.00+0.00buy
MUSTICO FINANCIAL GROUP, INC.06,567+6,5670.000.16+0.16buy
Main Street Financial Solutions, LLC06,225+6,2250.000.02+0.02buy
Steward Partners Investment Advisory, LLC76,32382,092+5,7690.010.02+0.00buy
Hilltop Holdings Inc.05,690+5,6900.000.02+0.02buy
HRT FINANCIAL LP05,573+5,5730.000.00+0.00buy
LEVIN CAPITAL STRATEGIES, L.P.05,570+5,5700.000.01+0.01buy
Cresset Asset Management, LLC05,356+5,3560.000.00+0.00buy
PARK AVENUE SECURITIES LLC05,345+5,3450.000.00+0.00buy
BASSO CAPITAL MANAGEMENT, L.P.14,90519,115+4,2100.310.18-0.14buy
MML INVESTORS SERVICES, LLC14,22318,368+4,1450.000.00-0.00buy
MGO ONE SEVEN LLC9,72513,853+4,1280.010.01+0.00buy
Allworth Financial LP3,7727,112+3,3400.000.00+0.00buy
Continuum Advisory, LLC8,41810,181+1,7630.030.03+0.00buy
Global Retirement Partners, LLC01,762+1,7620.000.00+0.00buy
MATHER GROUP, LLC.01,676+1,6760.000.00+0.00buy
BROWN ADVISORY INC58,50060,000+1,5000.000.00+0.00buy
Cape Investment Advisory, Inc.01,500+1,5000.000.02+0.02buy
Luminist Capital LLC01,494+1,4940.000.06+0.06buy
IFP Advisors, Inc01,426+1,4260.000.00+0.00buy
PRIVATE TRUST CO NA01,245+1,2450.000.00+0.00buy
ROYAL BANK OF CANADA25,79226,983+1,1910.000.00-0.00buy
Grove Bank & Trust01,000+1,0000.000.01+0.01buy
NewEdge Wealth, LLC6,1357,070+9350.000.00+0.00buy
HANTZ FINANCIAL SERVICES, INC.0921+9210.000.00+0.00buy
Farther Finance Advisors, LLC50934+8840.000.00+0.00buy
COMMONWEALTH EQUITY SERVICES, LLC12,06412,878+8140.000.00+0.00buy
Ignite Planners, LLC10,14310,779+6360.050.06+0.00buy
NewEdge Advisors, LLC125725+6000.000.00+0.00buy
Cambridge Investment Research Advisors, Inc.28,78829,277+4890.000.00-0.00buy
Janney Montgomery Scott LLC6,9657,434+4690.000.00-0.00buy
TD Waterhouse Canada Inc.56,98857,387+3990.010.01-0.00buy
Beacon Pointe Advisors, LLC46,14046,440+3000.010.01-0.00buy
Argyle Capital Partners, LLC6,8037,088+2850.170.17-0.00buy
Integrated Wealth Concepts LLC0156+1560.000.00+0.00buy
Navis Wealth Advisors, LLC4,1844,334+1500.200.15-0.05buy
Merit Financial Group, LLC6,5866,731+1450.000.00-0.00buy
Belpointe Asset Management LLC18,94319,060+1170.020.02-0.00buy
Solstein Capital, LLC842957+1150.010.01+0.00buy
Plante Moran Financial Advisors, LLC095+950.000.00+0.00buy
Fiduciary Alliance LLC11,74711,830+830.030.03+0.00buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO50121+710.000.00+0.00buy
Tower Research Capital LLC (TRC)061+610.000.00+0.00buy
HIGHLINE WEALTH PARTNERS LLC89150+610.000.00+0.00buy
ASSETMARK, INC046+460.000.00+0.00buy
St. Johns Investment Management Company, LLC045+450.000.00+0.00buy
MISSION WEALTH MANAGEMENT, LP13,01013,054+440.030.02-0.01buy
Farther Finance Advisors, LLC1,0401,077+370.000.00-0.00buy
Cambridge Investment Research Advisors, Inc.3,1703,205+350.000.00-0.00buy
Bangor Savings Bank030+300.000.00+0.00buy
Frazier Financial Advisors, LLC014+140.000.00+0.00buy
PITTENGER & ANDERSON INC010+100.000.00+0.00buy
Aspect Partners, LLC1020+100.000.00+0.00buy
HighPoint Advisor Group LLC3,7303,735+50.010.01-0.00buy
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC19419400.000.00+0.00hold
ADIRONDACK TRUST CO545400.000.00-0.00hold
WEBSTER BANK, N. A.85085000.000.00+0.00hold
TRUST CO OF VERMONT23123100.000.00+0.00hold
WHITTIER TRUST CO14,00914,00900.010.01-0.00hold
BRIGHTON JONES LLC7,2207,22000.010.01-0.00hold
AdvisorNet Financial, Inc90090000.000.00-0.00hold
SIGNATUREFD, LLC1,0001,00000.000.00-0.00hold
CAPTRUST FINANCIAL ADVISORS3,5593,55900.000.00-0.00hold
FIRST BUSINESS FINANCIAL SERVICES, INC.3,4773,47700.030.02-0.00hold
Clean Yield Group1,2001,20000.010.01-0.00hold
Cerity Partners LLC8,9688,96800.000.00-0.00hold
Fort Sheridan Advisors LLC2,3802,38000.030.02-0.00hold
Tradewinds Capital Management, LLC606000.000.00-0.00hold
Merit Financial Group, LLC8,2388,23800.010.00-0.00hold
Capital Analysts, LLC28428400.000.00-0.00hold
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