| Sep 30, 2025 | SRS CAPITAL ADVISORS, INC. | 0% | 2 | 1 | 2 | +100.00% |
| Sep 30, 2025 | TRUE WEALTH DESIGN, LLC | 0% | 10 | 6 | -182 | -94.79% |
| Sep 30, 2025 | MORGAN STANLEY | 0% | 13 | 7 | -6.19K | -99.79% |
| Sep 30, 2025 | DEUTSCHE BANK AG\ | 0% | 18 | 10 | 0 | 0 |
| Sep 30, 2025 | OPTIVER HOLDING B.V. | 0% | 26 | 14 | 26 | +100.00% |
| Sep 30, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0% | 52 | 28 | -70 | -57.38% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0% | 200 | 109 | -525 | -72.41% |
| Sep 30, 2025 | FMR LLC | 0% | 1.2K | 655 | -2.1K | -63.59% |
| Sep 30, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0% | 1.31K | 713 | -412 | -23.98% |
| Sep 30, 2025 | GROVE BANK & TRUST | 0.01% | 2K | 1.09K | 0 | 0 |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0.01% | 2.01K | 1K | 114 | +6.01% |
| Sep 30, 2025 | ISLAY CAPITAL MANAGEMENT, LLC | 0.01% | 3.39K | 1.85K | 2.94K | +653.56% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.02% | 8K | 4.82K | 0 | 0 |
| Sep 30, 2025 | RUNNYMEDE CAPITAL ADVISORS, INC. | 0.03% | 10K | 5.46K | 10K | +100.00% |
| Sep 30, 2025 | CWA ASSET MANAGEMENT GROUP, LLC | 0.03% | 10K | 5.46K | 10K | +100.00% |
| Sep 30, 2025 | GOLDMAN SACHS GROUP INC | 0.03% | 10.47K | 5.72K | -121.07K | -92.04% |
| Sep 30, 2025 | GLOBAL ASSETS ADVISORY, LLC | 0.03% | 10.7K | 5.84K | 10.7K | +100.00% |
| Sep 30, 2025 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0% | 0 | - | -40K | -100.00% |
| Sep 30, 2025 | HANTZ FINANCIAL SERVICES, INC. | 0% | 0 | - | -8K | -100.00% |
| Sep 30, 2025 | CLEARSTEAD ADVISORS, LLC | 0% | 0 | - | -202 | -100.00% |
| Sep 30, 2025 | CITIGROUP INC | 0% | 0 | - | -171 | -100.00% |
| Sep 30, 2025 | HRT FINANCIAL LP | 0.11% | 44.15K | 24K | 6.34K | +16.78% |
| Sep 30, 2025 | NORTHERN TRUST CORP | 0.12% | 47.67K | 26.04K | -438 | -0.91% |
| Sep 30, 2025 | WILEY BROS.-AINTREE CAPITAL, LLC | 0.26% | 100K | 54.62K | 30K | +42.86% |
| Sep 30, 2025 | STATE STREET CORP | 0.29% | 111.3K | 60.79K | -4.2K | -3.64% |
| Sep 30, 2025 | GTS SECURITIES LLC | 0.8% | 308.66K | 168.53K | 308.66K | +100.00% |
| Sep 30, 2025 | FLAHARTY ASSET MANAGEMENT, LLC | 0.04% | 14.7K | 8.03K | 0 | 0 |
| Sep 30, 2025 | NEWEDGE ADVISORS, LLC | 0.04% | 16.91K | 9.23K | -6K | -26.19% |
| Sep 30, 2025 | OPTIVISE ADVISORY SERVICES LLC | 0.28% | 110.1K | 60.14K | 0 | 0 |
| Sep 30, 2025 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.08% | 29.97K | 16.37K | -4.13K | -12.10% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.05% | 18.64K | 10.18K | 0 | 0 |
| Sep 30, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.04% | 16.96K | 9.27K | 1.74K | +11.45% |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.05% | 18.01K | 9.84K | -1K | -5.26% |
| Sep 30, 2025 | ETHOS FINANCIAL GROUP, LLC | 0.06% | 24.42K | 13.34K | -24.42K | -50.00% |
| Sep 30, 2025 | LUMINUS MANAGEMENT LLC | 0.07% | 26.63K | 345.77K | 26.63K | +100.00% |
| Sep 30, 2025 | CONCURRENT INVESTMENT ADVISORS, LLC | 0.09% | 35.28K | 19.27K | 0 | 0 |
| Sep 30, 2025 | CERITY PARTNERS LLC | 0.33% | 125.92K | 68.78K | -2.19K | -1.71% |
| Sep 30, 2025 | CITADEL ADVISORS LLC | 0.55% | 211.14K | 115.32K | -22.23K | -9.53% |
| Sep 30, 2025 | ALLWORTH FINANCIAL LP | 0% | 261 | 143 | 0 | 0 |
| Sep 30, 2025 | BARCLAYS PLC | 0% | 1 | 1 | 1 | +100.00% |
| Sep 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.75% | 288.95K | 157.91K | 0 | 0 |
| Sep 30, 2025 | CASCADE FINANCIAL PARTNERS, LLC | 0.77% | 298.08K | 162.81K | 7.5K | +2.58% |
| Sep 30, 2025 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.91% | 350K | 191.17K | 350K | +100.00% |
| Sep 30, 2025 | RMR WEALTH BUILDERS | 0.1% | 38.36K | 20.95K | 0 | 0 |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.12% | 48.18K | 26.3K | 425 | +0.89% |
| Sep 30, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.15% | 59.8K | 32.66K | 59.8K | +100.00% |
| Sep 30, 2025 | AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP | 0.23% | 88.21K | 48.18K | 0 | 0 |
| Sep 30, 2025 | REQUISITE CAPITAL MANAGEMENT, LLC | 0.28% | 109.71K | 59.93K | 0 | 0 |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0.05% | 17.57K | 9.6K | 5K | +39.78% |
| Sep 30, 2025 | UBS GROUP AG | 0.2% | 77.43K | 42.28K | -32.84K | -29.78% |
| Sep 30, 2025 | VANGUARD GROUP INC | 3.19% | 1.23M | 673.65K | 0 | 0 |
| Sep 30, 2025 | MILLENNIUM MANAGEMENT LLC | 1.15% | 446.21K | 243.72K | -34.44K | -7.16% |
| Sep 30, 2025 | BLACKROCK, INC. | 1.14% | 439.77K | 240.2K | -311.13K | -41.43% |
| Sep 30, 2025 | MARSHALL WACE, LLP | 0% | 0 | - | -78.62K | -100.00% |
| Sep 30, 2025 | SAVANT CAPITAL, LLC | 0% | 0 | - | -10.94K | -100.00% |
| Sep 30, 2025 | CWM, LLC | 0% | 0 | - | -3.62K | -100.00% |
| Sep 30, 2025 | Y-INTERCEPT (HONG KONG) LTD | 0% | 0 | - | -59.54K | -100.00% |
| Sep 30, 2025 | YORKVILLE ADVISORS GLOBAL, LP | 1.32% | 509.79K | 278.45K | -334.32K | -39.61% |
| Sep 30, 2025 | CAHABA WEALTH MANAGEMENT, INC. | 0.04% | 14.7K | 8.03K | 0 | 0 |
| Sep 30, 2025 | SKOPOS LABS, INC. | 0.03% | 11.5K | 7.11K | 0 | 0 |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 0% | 725 | 451 | -12.54K | -94.53% |
| Jun 30, 2025 | MORGAN STANLEY | 0.02% | 6.2K | 3.86M | -30.46K | -83.08% |
| Jun 30, 2025 | OPTIVISE ADVISORY SERVICES LLC | 0.28% | 110.1K | 68.5K | 0 | 0 |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 0.25% | 96.11K | 59.8K | 96.11K | +100.00% |
| Jun 30, 2025 | AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP | 0.23% | 88.21K | 54.88K | 0 | 0 |
| Jun 30, 2025 | MARSHALL WACE, LLP | 0.2% | 78.62K | 48.74K | 78.62K | +100.00% |
| Jun 30, 2025 | WILEY BROS.-AINTREE CAPITAL, LLC | 0.18% | 70K | 43.55K | 70K | +100.00% |
| Jun 30, 2025 | Y-INTERCEPT (HONG KONG) LTD | 0.15% | 59.54K | 37.05K | 59.54K | +100.00% |
| Jun 30, 2025 | ETHOS FINANCIAL GROUP, LLC | 0.13% | 48.85K | 64.05K | 24.42K | +100.00% |
| Jun 30, 2025 | NORTHERN TRUST CORP | 0.12% | 48.11K | 29.94K | -158K | -76.66% |
| Jun 30, 2025 | SAVANT CAPITAL, LLC | 0.03% | 10.94K | 6.81K | 10.94K | +100.00% |
| Jun 30, 2025 | CONCURRENT INVESTMENT ADVISORS, LLC | 0.09% | 35.28K | 21.95K | 0 | 0 |
| Jun 30, 2025 | POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.04% | 16.49K | 10.26K | 16.49K | +100.00% |
| Jun 30, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.04% | 15.22K | 9.47K | 5.64K | +58.81% |
| Jun 30, 2025 | ISLAY CAPITAL MANAGEMENT, LLC | 0% | 450 | 280 | 450 | +100.00% |
| Jun 30, 2025 | GROVE BANK & TRUST | 0.01% | 2K | 1.24K | 0 | 0 |
| Jun 30, 2025 | LPL FINANCIAL LLC | 0.03% | 12.57K | 7.82K | 12.57K | +100.00% |
| Jun 30, 2025 | SKOPOS LABS, INC. | 0.03% | 11.5K | 7.16K | 0 | 0 |
| Jun 30, 2025 | JPMORGAN CHASE & CO | 0% | 0 | - | -19.37K | -100.00% |
| Jun 30, 2025 | BARCLAYS PLC | 0% | 0 | - | -29.71K | -100.00% |
| Jun 30, 2025 | LEGAL & GENERAL GROUP PLC | 0% | 0 | - | -2.82K | -100.00% |
| Jun 30, 2025 | NEW YORK STATE COMMON RETIREMENT FUND | 0% | 0 | - | -2.9K | -100.00% |
| Jun 30, 2025 | STRS OHIO | 0% | 0 | - | -4.7K | -100.00% |
| Jun 30, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0% | 0 | - | -69.81K | -100.00% |
| Jun 30, 2025 | INVESCO LTD. | 0% | 0 | - | -12.66K | -100.00% |
| Jun 30, 2025 | AMALGAMATED BANK | 0% | 0 | - | -880 | -100.00% |
| Jun 30, 2025 | NISA INVESTMENT ADVISORS, LLC | 0% | 0 | - | -196 | -100.00% |
| Jun 30, 2025 | AMERITAS INVESTMENT PARTNERS, INC. | 0% | 0 | - | -2.49K | -100.00% |
| Jun 30, 2025 | FEDERATED HERMES, INC. | 0% | 0 | - | -4.1K | -100.00% |
| Jun 30, 2025 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0% | 0 | - | -2.15K | -100.00% |
| Jun 30, 2025 | INTECH INVESTMENT MANAGEMENT LLC | 0% | 0 | - | -22K | -100.00% |
| Jun 30, 2025 | RHUMBLINE ADVISERS | 0% | 0 | - | -23.36K | -100.00% |
| Jun 30, 2025 | TWO SIGMA INVESTMENTS, LP | 0% | 0 | - | -12.32K | -100.00% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.12% | 47.75K | 29.7K | -44.29K | -48.12% |
| Jun 30, 2025 | XTX TOPCO LTD | 0.12% | 45.95K | 28.59K | 28.28K | +160.03% |
| Jun 30, 2025 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.1% | 40K | 24.89K | -35K | -46.67% |
| Jun 30, 2025 | RMR WEALTH BUILDERS | 0.1% | 38.36K | 23.87K | 0 | 0 |
| Jun 30, 2025 | HRT FINANCIAL LP | 0.1% | 37.8K | 23K | 37.8K | +100.00% |
| Jun 30, 2025 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.09% | 34.09K | 21.21K | 34.09K | +100.00% |
| Jun 30, 2025 | NEWEDGE ADVISORS, LLC | 0.06% | 22.91K | 14.25K | 0 | 0 |
| Jun 30, 2025 | SAXON INTERESTS, INC. | 0.05% | 21.21K | 19.09K | 0 | 0 |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 0.05% | 19.01K | 11.83K | 1.87K | +10.92% |
| Jun 30, 2025 | HANTZ FINANCIAL SERVICES, INC. | 0.02% | 8K | 5K | 0 | 0 |
| Jun 30, 2025 | CWM, LLC | 0.01% | 3.62K | 2K | 387 | +11.97% |
| Jun 30, 2025 | FMR LLC | 0.01% | 3.3K | 2.05K | -3.18K | -49.12% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0% | 1.9K | 1K | 735 | +63.31% |
| Jun 30, 2025 | CUBIST SYSTEMATIC STRATEGIES, LLC | 0% | 1.84K | 1.15K | 1.84K | +100.00% |
| Jun 30, 2025 | ALLWORTH FINANCIAL LP | 0% | 261 | 163 | 0 | 0 |
| Jun 30, 2025 | CLEARSTEAD ADVISORS, LLC | 0% | 202 | 126 | 202 | +100.00% |
| Jun 30, 2025 | TRUE WEALTH DESIGN, LLC | 0% | 192 | 120 | 51 | +36.17% |
| Jun 30, 2025 | CITIGROUP INC | 0% | 171 | 106 | -19.31K | -99.12% |
| Jun 30, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0% | 122 | 76 | -32 | -20.78% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.05% | 18.64K | 11.6K | 0 | 0 |
| Jun 30, 2025 | BLACKROCK, INC. | 1.94% | 750.9K | 467.21K | -1.01M | -57.47% |
| Jun 30, 2025 | CASCADE FINANCIAL PARTNERS, LLC | 0.75% | 290.58K | 180.8K | 30.5K | +11.73% |
| Jun 30, 2025 | CERITY PARTNERS LLC | 0.33% | 128.11K | 79.71K | 34.7K | +37.15% |
| Jun 30, 2025 | | 0.28% | 110.1K | 68.5K | 0 | 0 |
| Jun 30, 2025 | SG AMERICAS SECURITIES, LLC | 0% | 0 | - | -20.52K | -100.00% |
| Jun 30, 2025 | STERLING CAPITAL MANAGEMENT LLC | 0% | 0 | - | -26 | -100.00% |
| Jun 30, 2025 | BANK OF NEW YORK MELLON CORP | 0% | 0 | - | -51.42K | -100.00% |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 0.6% | 233.37K | 145.2M | 185.14K | +383.92% |
| Jun 30, 2025 | GOLDMAN SACHS GROUP INC | 0.34% | 131.54K | 81.85M | 62.92K | +91.68% |
| Jun 30, 2025 | AQR CAPITAL MANAGEMENT LLC | 0.14% | 52.22K | 32.49M | 19.99K | +62.03% |
| Jun 30, 2025 | FLAHARTY ASSET MANAGEMENT, LLC | 0.04% | 14.7K | 9.15K | 0 | 0 |
| Jun 30, 2025 | VANGUARD GROUP INC | 3.19% | 1.23M | 767.41K | -186.64K | -13.14% |
| Jun 30, 2025 | MILLENNIUM MANAGEMENT LLC | 1.24% | 480.65K | 299.06K | 480.65K | +100.00% |
| Jun 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.75% | 288.95K | 179.88K | -325.69K | -52.99% |
| Jun 30, 2025 | STATE STREET CORP | 0.3% | 115.5K | 71.86K | -450.95K | -79.61% |
| Jun 30, 2025 | UBS GROUP AG | 0.29% | 110.27K | 68.59K | -2.59K | -2.29% |
| Jun 30, 2025 | REQUISITE CAPITAL MANAGEMENT, LLC | 0.28% | 109.71K | 68.26K | 0 | 0 |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.27% | 106.1K | 66.02K | 70.9K | +201.39% |
| Jun 30, 2025 | CAHABA WEALTH MANAGEMENT, INC. | 0.04% | 14.7K | 9.15K | 0 | 0 |
| Jun 30, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0% | 1.72K | 1.07K | -676 | -28.24% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.02% | 8K | 4.96K | 2.5K | +45.45% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.05% | 18.64K | 16.78K | 0 | 0 |
| Mar 31, 2025 | FLAHARTY ASSET MANAGEMENT, LLC | 0.04% | 14.7K | 13.23K | 0 | 0 |
| Mar 31, 2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 16.63K | 14.96K | 702 | +4.41% |
| Mar 31, 2025 | CITIGROUP INC | 0.05% | 19.48K | 17.53K | -2.41K | -11.03% |
| Mar 31, 2025 | SG AMERICAS SECURITIES, LLC | 0.06% | 20.52K | 18K | 20.52K | +100.00% |
| Mar 31, 2025 | SAXON INTERESTS, INC. | 0.06% | 21.21K | 19.09K | 0 | 0 |
| Mar 31, 2025 | ETHOS FINANCIAL GROUP, LLC | 0.07% | 24.42K | 48.85K | 0 | 0 |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0.13% | 48.23K | 43.4K | 48.23K | +100.00% |
| Mar 31, 2025 | BANK OF NEW YORK MELLON CORP | 0.14% | 51.42K | 46.28K | 1.02K | +2.02% |
| Mar 31, 2025 | GOLDMAN SACHS GROUP INC | 0.19% | 68.63K | 61.76K | 4.05K | +6.27% |
| Mar 31, 2025 | AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP | 0.24% | 88.21K | 79.39K | 0 | 0 |
| Mar 31, 2025 | CERITY PARTNERS LLC | 0.25% | 93.41K | 84.07K | 15.31K | +19.60% |
| Mar 31, 2025 | NORTHERN TRUST CORP | 0.56% | 206.12K | 185.5K | -9.3K | -4.32% |
| Mar 31, 2025 | CASCADE FINANCIAL PARTNERS, LLC | 0.71% | 260.08K | 234.07K | -22.52K | -7.97% |
| Mar 31, 2025 | STATE STREET CORP | 1.54% | 566.45K | 509.81K | -8.07K | -1.40% |
| Mar 31, 2025 | RHUMBLINE ADVISERS | 0.06% | 23.36K | 21.02K | 1.78K | +8.27% |
| Mar 31, 2025 | BARCLAYS PLC | 0.08% | 29.71K | 27K | -13.58K | -31.37% |
| Mar 31, 2025 | FEDERATED HERMES, INC. | 0.01% | 4.1K | 3.69K | 3.5K | +575.95% |
| Mar 31, 2025 | STRS OHIO | 0.01% | 4.7K | 4.23K | 0 | 0 |
| Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 0.05% | 17.14K | 15.42K | 4.04K | +30.80% |
| Mar 31, 2025 | XTX TOPCO LTD | 0.05% | 17.67K | 15.9K | 17.67K | +100.00% |
| Mar 31, 2025 | INTECH INVESTMENT MANAGEMENT LLC | 0.06% | 22K | 19.8K | 9.35K | +73.89% |
| Mar 31, 2025 | NEWEDGE ADVISORS, LLC | 0.06% | 22.91K | 20.62K | -3K | -11.58% |
| Mar 31, 2025 | COREBRIDGE FINANCIAL, INC. | 0.04% | 13.4K | 12.06K | -200 | -1.47% |
| Mar 31, 2025 | JPMORGAN CHASE & CO | 0.05% | 19.37K | 17.43K | 6.37K | +49.06% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.25% | 92.04K | 82.84K | 2.19K | +2.43% |
| Mar 31, 2025 | REQUISITE CAPITAL MANAGEMENT, LLC | 0.3% | 109.71K | 98.74K | 0 | 0 |
| Mar 31, 2025 | UBS GROUP AG | 0.31% | 112.86K | 101.57K | -15.33K | -11.96% |
| Mar 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 1.68% | 614.64K | 553.34K | 9.71K | +1.61% |
| Mar 31, 2025 | VANGUARD GROUP INC | 3.87% | 1.42M | 1.28M | 508.69K | +55.79% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.02% | 5.5K | 4.95K | -29.31K | -84.20% |
| Mar 31, 2025 | FMR LLC | 0.02% | 6.48K | 5.83K | 240 | +3.85% |
| Mar 31, 2025 | HANTZ FINANCIAL SERVICES, INC. | 0.02% | 8K | 7K | 8K | +100.00% |
| Mar 31, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.03% | 9.58K | 8.63K | 4.96K | +107.27% |
| Mar 31, 2025 | SKOPOS LABS, INC. | 0.03% | 11.5K | 10.35K | 0 | 0 |
| Mar 31, 2025 | TWO SIGMA INVESTMENTS, LP | 0.03% | 12.32K | 11.09K | 2.26K | +22.43% |
| Mar 31, 2025 | INVESCO LTD. | 0.03% | 12.66K | 11.39K | 0 | 0 |
| Mar 31, 2025 | ERN FINANCIAL, LLC | 0.09% | 31.82K | 28.64K | 0 | 0 |
| Mar 31, 2025 | AQR CAPITAL MANAGEMENT LLC | 0.09% | 32.23K | 29.01K | 32.23K | +100.00% |
| Mar 31, 2025 | | 0.09% | 34.54K | 31.09K | 34.54K | +100.00% |
| Mar 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.1% | 35.2K | 31.68K | 22.26K | +171.96% |
| Mar 31, 2025 | CONCURRENT INVESTMENT ADVISORS, LLC | 0.1% | 35.28K | 31.76K | 0 | 0 |
| Mar 31, 2025 | MORGAN STANLEY | 0.1% | 36.66K | 32.99K | -20.73K | -36.12% |
| Mar 31, 2025 | RMR WEALTH BUILDERS | 0.1% | 38.36K | 34.52K | 0 | 0 |
| Mar 31, 2025 | BLACKROCK, INC. | 4.81% | 1.77M | 1.59M | -20.57K | -1.15% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0.04% | 13.27K | 11.94K | 289 | +2.23% |
| Mar 31, 2025 | CAHABA WEALTH MANAGEMENT, INC. | 0.04% | 14.7K | 13.23K | 0 | 0 |
| Mar 31, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.19% | 69.81K | 62.83K | 73 | +0.10% |
| Mar 31, 2025 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.2% | 75K | 67.5K | 50K | +200.00% |