| 8/15/2025 | Captrust Financial Advisors | 86,660 | $10.28M | 0.0% | -8.6% | 0.307% | |
| 8/15/2025 | Ameriprise Financial Inc. | 234,897 | $27.86M | 0.0% | -0.5% | 0.833% | |
| 8/14/2025 | Operose Advisors LLC | 2,134 | $253K | 0.1% | -6.4% | 0.008% | |
| 8/13/2025 | Flow Traders U.S. LLC | 220,764 | $26.18M | 1.0% | +1,525.7% | 0.783% | |
| 8/13/2025 | Baird Financial Group Inc. | 3,460 | $410K | 0.0% | -6.5% | 0.012% | |
| 8/12/2025 | Coldstream Capital Management Inc. | 2,639 | $313K | 0.0% | N/A | 0.009% | |
| 8/12/2025 | JPMorgan Chase & Co. | 227,503 | $26.98M | 0.0% | +24.6% | 0.807% | |
| 8/11/2025 | VSM Wealth Advisory LLC | 388 | $46K | 0.0% | N/A | 0.001% | |
| 8/11/2025 | Landaas & Co. WI ADV | 4,575 | $542K | 0.1% | +2.9% | 0.016% | |
| 8/7/2025 | Cahill Financial Advisors Inc. | 2,172 | $258K | 0.0% | +17.1% | 0.008% | |
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| 7/30/2025 | Strategic Blueprint LLC | 2,343 | $278K | 0.0% | N/A | 0.008% | |
| 7/29/2025 | Private Trust Co. NA | 1,710 | $203K | 0.0% | -19.6% | 0.006% | |
| 7/24/2025 | Lester Murray Antman dba SimplyRich | 15,985 | $1.90M | 0.5% | +2.0% | 0.057% | |
| 7/18/2025 | Lynx Investment Advisory | 1,746 | $207K | 0.1% | N/A | 0.006% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 12,874 | $1.53M | 0.0% | +0.8% | 0.046% | |
| 7/17/2025 | Fifth Third Securities Inc. | 4,159 | $493K | 0.0% | N/A | 0.015% | |
| 7/17/2025 | Keystone Global Partners LLC | 381 | $45K | 0.0% | +2,830.8% | 0.001% | |
| 5/16/2025 | Jones Financial Companies Lllp | 10,984 | $1.28M | 0.0% | -40.0% | 0.038% | |
| 5/16/2025 | NewEdge Advisors LLC | 29,138 | $3.39M | 0.0% | -6.6% | 0.100% | |
| 5/15/2025 | Baird Financial Group Inc. | 3,699 | $430K | 0.0% | -22.0% | 0.013% | |
| 5/15/2025 | OLD Mission Capital LLC | 28,579 | $3.33M | 0.0% | N/A | 0.099% | |
| 5/14/2025 | Summit Financial LLC | 7,541 | $878K | 0.0% | -60.9% | 0.026% | |
| 5/14/2025 | Flow Traders U.S. LLC | 13,580 | $1.58M | 0.1% | N/A | 0.047% | |
| 5/13/2025 | Rathbones Group PLC | 2,707 | $315K | 0.0% | -4.3% | 0.009% | |
| 5/12/2025 | Operose Advisors LLC | 2,281 | $265K | 0.1% | -49.9% | 0.008% | |
| 5/9/2025 | Lester Murray Antman dba SimplyRich | 15,671 | $1.82M | 0.5% | +4.0% | 0.054% | |
| 5/7/2025 | Vantage Financial Partners LLC | 12,051 | $1.40M | 0.3% | -6.2% | 0.042% | |
| 5/2/2025 | Cable Hill Partners LLC | 2,575 | $301K | 0.0% | +17.7% | 0.009% | |
| 5/2/2025 | Landaas & Co. WI ADV | 4,448 | $518K | 0.1% | +47.0% | 0.015% | |
| 4/29/2025 | von Borstel & Associates Inc. | 287 | $33K | 0.0% | N/A | 0.001% | |
| 4/28/2025 | Private Trust Co. NA | 2,126 | $247K | 0.0% | -16.3% | 0.007% | |
| 4/28/2025 | Arlington Trust Co LLC | 400 | $47K | 0.0% | N/A | 0.001% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 1,280 | $149K | 0.0% | -82.9% | 0.004% | |
| 4/22/2025 | Appleton Partners Inc. MA | 3,600 | $419K | 0.0% | -4.6% | 0.012% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 12,773 | $1.49M | 0.0% | -11.3% | 0.044% | |
| 4/9/2025 | NBC Securities Inc. | 407 | $47K | 0.0% | N/A | 0.001% | |
| 4/7/2025 | Summit Global Investments | 10,554 | $1.23M | 0.1% | N/A | 0.036% | |
| 4/7/2025 | GAMMA Investing LLC | 17,921 | $2.09M | 0.0% | +7,760.1% | 0.062% | |
| 2/17/2025 | Cahill Financial Advisors Inc. | 2,274 | $248K | 0.0% | -18.2% | 0.006% | |
| 2/17/2025 | Captrust Financial Advisors | 87,249 | $9.53M | 0.0% | -4.0% | 0.215% | |
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| 2/17/2025 | Ameriprise Financial Inc. | 230,985 | $25.22M | 0.0% | +1.1% | 0.570% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 6,708 | $733K | 0.0% | +5.9% | 0.017% | |
| 2/13/2025 | Operose Advisors LLC | 4,556 | $497K | 0.2% | -25.2% | 0.011% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 16,284 | $1.78M | 0.0% | -2.8% | 0.040% | |
| 2/13/2025 | Keystone Financial Group | 3,358 | $367K | 0.0% | N/A | 0.008% | |
| 2/13/2025 | Rathbones Group PLC | 2,829 | $309K | 0.0% | +5.0% | 0.007% | |
| 2/12/2025 | Summit Financial LLC | 19,306 | $2.11M | 0.1% | -24.0% | 0.048% | |
| 2/12/2025 | JPMorgan Chase & Co. | 111,380 | $12.16M | 0.0% | +9.9% | 0.275% | |
| 2/11/2025 | Lee Danner & Bass Inc. | 300 | $33K | 0.0% | N/A | 0.001% | |
| 2/10/2025 | Farther Finance Advisors LLC | 1,462 | $160K | 0.0% | +3,148.9% | 0.004% | |
| 1/22/2025 | CKW Financial Group | 5,110 | $558K | 0.1% | -19.7% | 0.013% | |
| 1/17/2025 | Arkansas Financial Group Inc. | 11,709 | $1.28M | 0.2% | -3.0% | 0.029% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 14,403 | $1.57M | 0.0% | +55.4% | 0.036% | |
| 1/13/2025 | AdvisorNet Financial Inc | 1,388 | $152K | 0.0% | +52.5% | 0.003% | |
| 1/3/2025 | Modus Advisors LLC | 480 | $52K | 0.0% | N/A | 0.001% | |
| 12/26/2024 | JPMorgan Chase & Co. | 101,343 | $11.61M | 0.0% | -1.2% | 0.250% | |
| 11/25/2024 | Wilmington Savings Fund Society FSB | 670 | $77K | 0.0% | N/A | 0.002% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 6,336 | $726K | 0.0% | -2.3% | 0.016% | |
| 11/14/2024 | Captrust Financial Advisors | 90,854 | $10.41M | 0.0% | -17.1% | 0.224% | |
| 11/13/2024 | BNP Paribas Financial Markets | 3,736 | $428K | 0.0% | -46.9% | 0.009% | |
| 11/13/2024 | Private Trust Co. NA | 2,541 | $291K | 0.0% | -14.6% | 0.006% | |
| 11/13/2024 | Brown Brothers Harriman & Co. | 15,097 | $1.73M | 0.0% | N/A | 0.037% | |
| 11/12/2024 | Cahill Financial Advisors Inc. | 2,779 | $318K | 0.0% | -6.3% | 0.007% | |
| 11/6/2024 | Cable Hill Partners LLC | 2,147 | $246K | 0.0% | N/A | 0.005% | |
| 11/5/2024 | FDx Advisors Inc. | 34,283 | $3.93M | 1.1% | -7.6% | 0.085% | |
| 11/5/2024 | Lynx Investment Advisory | 2,016 | $231K | 0.2% | +17.9% | 0.005% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 7,518 | $861K | 0.1% | -9.1% | 0.019% | |
| 10/5/2024 | First International Bank & Trust | 15,100 | $1.73M | 0.6% | -4.2% | 0.037% | |
| 8/16/2024 | Magnolia Capital Advisors LLC | 14,961 | $1.57M | 0.1% | N/A | 0.037% | |
| 8/9/2024 | Rathbones Group PLC | 2,865 | $300K | 0.0% | -18.8% | 0.007% | |
| 8/7/2024 | Vantage Financial Partners LLC | 11,814 | $1.24M | 0.3% | +24.2% | 0.029% | |
| 8/2/2024 | FDx Advisors Inc. | 37,086 | $3.88M | 1.1% | -3.2% | 0.092% | |
| 8/1/2024 | Rhumbline Advisers | 2,370 | $248K | 0.0% | -86.6% | 0.006% | |
| 8/1/2024 | Hilltop Partners LLC | 3,510 | $367K | 0.1% | -20.1% | 0.009% | |
| 8/1/2024 | Summit Financial LLC | 25,468 | $2.67M | 0.1% | +0.9% | 0.063% | |
| 7/26/2024 | Bank of New York Mellon Corp | 28,393 | $2.97M | 0.0% | -48.6% | 0.070% | |
| 7/11/2024 | Symmetry Partners LLC | 250,953 | $26.26M | 1.4% | -17.4% | 0.620% | |
| 7/9/2024 | Lynx Investment Advisory | 1,710 | $179K | 0.1% | N/A | 0.004% | |
| 7/8/2024 | Sugarloaf Wealth Management LLC | 375 | $39K | 0.0% | -32.2% | 0.001% | |
| 5/17/2024 | Comerica Bank | 8,307 | $874K | 0.0% | -2.9% | 0.021% | |
| 5/13/2024 | Bessemer Group Inc. | 166,436 | $17.52M | 0.0% | +1.3% | 0.411% | |
| 5/13/2024 | Hilltop Partners LLC | 4,391 | $462K | 0.2% | -4.1% | 0.011% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 5,500 | $579K | 0.0% | -17.9% | 0.014% | |
| 5/3/2024 | FDx Advisors Inc. | 38,327 | $4.04M | 0.6% | -2.8% | 0.095% | |
| 5/2/2024 | Vantage Financial Partners LLC | 9,513 | $1.00M | 0.3% | -2.2% | 0.023% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 9,315 | $981K | 0.0% | -11.6% | 0.023% | |
| 5/1/2024 | BNP Paribas Financial Markets | 7,125 | $750K | 0.0% | +6.3% | 0.017% | |
| 4/22/2024 | CKW Financial Group | 6,606 | $693K | 0.1% | -11.9% | 0.016% | |
| 4/16/2024 | Arkansas Financial Group Inc. | 12,137 | $1.28M | 0.2% | -8.8% | 0.025% | |
| 4/2/2024 | Symmetry Partners LLC | 303,702 | $31.97M | 2.5% | -7.0% | 0.620% | |
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| 4/1/2024 | Appleton Partners Inc. MA | 3,850 | $405K | 0.0% | -7.2% | 0.008% | |
| 2/21/2024 | Garde Capital Inc. | 2,800 | $281K | 0.0% | N/A | 0.006% | |
| 2/16/2024 | United Advisor Group LLC | 3,725 | $384K | 0.5% | N/A | 0.008% | |
| 2/15/2024 | OLD Mission Capital LLC | 127,042 | $12.75M | 0.2% | -26.9% | 0.259% | |
| 2/13/2024 | Rathbones Group PLC | 4,461 | $448K | 0.0% | -29.4% | 0.009% | |
| 2/12/2024 | Dorsey & Whitney Trust CO LLC | 6,700 | $672K | 0.1% | -13.0% | 0.014% | |
| 2/9/2024 | Tidemark LLC | 2,877 | $289K | 0.2% | N/A | 0.006% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 10,543 | $1.06M | 0.0% | -5.9% | 0.022% | |
| 2/7/2024 | BNP Paribas Financial Markets | 6,700 | $672K | 0.0% | +31.2% | 0.014% | |
| 2/5/2024 | Vantage Financial Partners LLC | 9,724 | $976K | 0.3% | N/A | 0.020% | |
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