| 5/19/2025 | Jane Street Group LLC | 27,352 | $2.08M | 0.0% | N/A | 0.181% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 31,064 | $2.36M | 0.0% | -71.8% | 0.205% | |
| 5/16/2025 | Knightsbridge Asset Management LLC | 6,108 | $464K | 0.1% | -51.5% | 0.040% | |
| 5/16/2025 | CKW Financial Group | 476,758 | $36.36M | 4.5% | +3.1% | 3.147% | |
| 5/16/2025 | NewEdge Advisors LLC | 15,010 | $1.14M | 0.0% | +7.6% | 0.099% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 1,047,811 | $79.68M | 0.9% | +0.2% | 6.916% | |
| 5/15/2025 | Royal Bank of Canada | 119,845 | $9.11M | 0.0% | +17.3% | 0.791% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 52,074 | $3.96M | 0.0% | +479.9% | 0.344% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 54,044 | $4.11M | 0.2% | -0.2% | 0.357% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 488,166 | $37.12M | 0.4% | +7.0% | 3.222% | |
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| 5/13/2025 | Raymond James Financial Inc. | 294,837 | $22.42M | 0.0% | +2.8% | 1.946% | |
| 5/13/2025 | Horizon Investments LLC | 192,021 | $14.60M | 0.4% | -8.1% | 1.267% | |
| 5/13/2025 | WESCAP Management Group Inc. | 68,310 | $5.19M | 1.3% | -3.6% | 0.451% | |
| 5/13/2025 | HighTower Advisors LLC | 34,142 | $2.60M | 0.0% | -0.6% | 0.225% | |
| 5/12/2025 | Barnett & Company Inc. | 6,443 | $490K | 0.4% | +21.4% | 0.043% | |
| 5/8/2025 | SPC Financial Inc. | 925,556 | $70.38M | 6.2% | +1.6% | 6.109% | |
| 5/8/2025 | Harbour Investments Inc. | 35,677 | $2.71M | 0.1% | N/A | 0.235% | |
| 5/8/2025 | Arkadios Wealth Advisors | 5,063 | $385K | 0.0% | N/A | 0.033% | |
| 5/7/2025 | Richards Merrill & Peterson Inc. | 2,080 | $158K | 0.1% | +101.2% | 0.014% | |
| 5/7/2025 | LPL Financial LLC | 287,230 | $21.84M | 0.0% | +124.6% | 1.896% | |
| 5/6/2025 | Cetera Investment Advisers | 4,595 | $349K | 0.0% | +10.9% | 0.030% | |
| 5/6/2025 | Black Swift Group LLC | 181,952 | $13.84M | 3.1% | +308.0% | 1.201% | |
| 5/6/2025 | Advisors Preferred LLC | 25,700 | $1.96M | 0.3% | N/A | 0.170% | |
| 5/5/2025 | Del Sette Capital Management LLC | 3,352 | $255K | 0.2% | N/A | 0.022% | |
| 5/5/2025 | New England Capital Financial Advisors LLC | 3,618 | $275K | 0.1% | N/A | 0.024% | |
| 5/5/2025 | IFP Advisors Inc | 159,709 | $12.14M | 0.4% | +0.1% | 1.054% | |
| 5/5/2025 | Paragon Capital Management LLC | 8,478 | $645K | 0.4% | -2.0% | 0.056% | |
| 5/5/2025 | Nwam LLC | 5,419 | $412K | 0.0% | -3.8% | 0.036% | |
| 5/5/2025 | Jackson Creek Investment Advisors LLC | 8,494 | $646K | 0.2% | -2.0% | 0.056% | |
| 5/2/2025 | Lineweaver Wealth Advisors LLC | 82,726 | $6.30M | 1.1% | +2.2% | 0.546% | |
| 5/2/2025 | Summit X LLC | 2,700 | $205K | 0.0% | N/A | 0.018% | |
| 5/2/2025 | Firestone Capital Management | 4,329 | $329K | 0.1% | N/A | 0.029% | |
| 5/2/2025 | Sigma Planning Corp | 10,211 | $776K | 0.0% | +26.9% | 0.067% | |
| 5/1/2025 | CWM LLC | 19,785 | $1.50M | 0.0% | -3.3% | 0.131% | |
| 5/1/2025 | Stephens Inc. AR | 9,500 | $722K | 0.0% | +11.8% | 0.063% | |
| 5/1/2025 | Kathmere Capital Management LLC | 19,451 | $1.48M | 0.1% | N/A | 0.128% | |
| 5/1/2025 | Country Club Bank | 26,496 | $2.00M | 0.1% | +132.1% | 0.175% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 4,380 | $333K | 0.0% | -6.5% | 0.029% | |
| 4/30/2025 | Sierra Capital LLC | 88,934 | $6.76M | 0.8% | +12.5% | 0.587% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 177,454 | $13.49M | 0.0% | +3.7% | 1.171% | |
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| 4/29/2025 | OneDigital Investment Advisors LLC | 371,112 | $28.22M | 0.3% | -9.1% | 2.450% | |
| 4/28/2025 | Arlington Trust Co LLC | 1,395 | $106K | 0.0% | N/A | 0.009% | |
| 4/25/2025 | Capital Advisors Wealth Management LLC | 12,468 | $948K | 0.2% | +5.7% | 0.080% | |
| 4/24/2025 | Cornerstone Advisors Asset Management LLC | 125,393 | $9.54M | 2.0% | +2.1% | 0.806% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 3,501 | $266K | 0.0% | +15.9% | 0.023% | |
| 4/23/2025 | Valicenti Advisory Services Inc. | 20,804 | $1.58M | 0.4% | N/A | 0.134% | |
| 4/23/2025 | Consolidated Portfolio Review Corp | 105,259 | $8.00M | 1.3% | -2.6% | 0.677% | |
| 4/22/2025 | Private Wealth Partners LLC | 24,745 | $1.88M | 0.2% | +20.6% | 0.159% | |
| 4/21/2025 | Osborne Partners Capital Management LLC | 23,860 | $1.81M | 0.1% | N/A | 0.153% | |
| 4/21/2025 | O Dell Group LLC | 11,187 | $851K | 0.2% | +116.6% | 0.072% | |
| 4/21/2025 | United Advisor Group LLC | 34,047 | $2.59M | 0.5% | +16.9% | 0.219% | |
| 4/21/2025 | Accelerate Investment Advisors LLC | 3,380 | $257K | 0.2% | +29.1% | 0.022% | |
| 4/17/2025 | Great Lakes Retirement Inc. | 315,121 | $23.96M | 3.1% | +1.5% | 2.027% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 49,086 | $3.73M | 0.0% | +38.6% | 0.316% | |
| 4/17/2025 | Pflug Koory LLC | 7,794 | $593K | 0.3% | -3.1% | 0.050% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 146,464 | $11.14M | 0.0% | -1.0% | 0.942% | |
| 4/16/2025 | CVA Family Office LLC | 7,839 | $596K | 0.1% | +34.1% | 0.050% | |
| 4/15/2025 | Noble Wealth Management PBC | 38,890 | $2.96M | 2.0% | -10.0% | 0.250% | |
| 4/15/2025 | Parsons Capital Management Inc. RI | 26,930 | $2.05M | 0.1% | +10.7% | 0.173% | |
| 4/14/2025 | LexAurum Advisors LLC | 2,919 | $222K | 0.0% | N/A | 0.019% | |
| 4/11/2025 | Princeton Global Asset Management LLC | 13,668 | $1.04M | 0.2% | +3.9% | 0.088% | |
| 4/10/2025 | Retireful LLC | 141,216 | $10.68M | 10.5% | N/A | 0.908% | |
| 4/10/2025 | Wealth Management Partners LLC | 5,729 | $436K | 0.2% | N/A | 0.037% | |
| 4/10/2025 | TrueWealth Advisors LLC | 2,978 | $226K | 0.1% | -5.2% | 0.019% | |
| 4/9/2025 | Quad Cities Investment Group LLC | 4,008 | $305K | 0.2% | N/A | 0.026% | |
| 4/8/2025 | Sterneck Capital Management LLC | 4,646 | $353K | 0.2% | +6.2% | 0.030% | |
| 4/3/2025 | First Hawaiian Bank | 46,527 | $3.54M | 0.2% | -0.8% | 0.304% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 147,943 | $11.42M | 0.0% | +0.9% | 0.993% | |
| 2/26/2025 | Virtue Capital Management LLC | 10,854 | $838K | 0.2% | -3.5% | 0.112% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 4,090 | $316K | 0.0% | N/A | 0.042% | |
| 2/24/2025 | Wilkins Miller Wealth Management LLC | 3,198 | $247K | 0.3% | N/A | 0.033% | |
| 2/24/2025 | United Advisor Group LLC | 29,117 | $2.25M | 0.4% | +52.9% | 0.300% | |
| 2/18/2025 | GTS Securities LLC | 22,371 | $1.73M | 0.1% | N/A | 0.231% | |
| 2/17/2025 | Visionary Wealth Advisors | 67,771 | $5.23M | 0.3% | N/A | 0.699% | |
| 2/17/2025 | Guardian Wealth Advisors LLC NC | 264,185 | $20.40M | 1.6% | +172.7% | 2.724% | |
| 2/17/2025 | Focus Partners Wealth | 3,190 | $246K | 0.0% | N/A | 0.033% | |
| 2/17/2025 | EP Wealth Advisors LLC | 40,353 | $3.12M | 0.0% | -2.1% | 0.416% | |
| 2/17/2025 | Bank of America Corp DE | 551,035 | $42.55M | 0.0% | +19.2% | 5.681% | |
| 2/17/2025 | Ameriprise Financial Inc. | 26,439 | $2.04M | 0.0% | -81.6% | 0.273% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 456,306 | $35.24M | 0.4% | +67.1% | 4.704% | |
| 2/14/2025 | Knightsbridge Asset Management LLC | 12,602 | $973K | 0.2% | -16.1% | 0.130% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 1,046,139 | $80.78M | 0.9% | +5.6% | 10.785% | |
| 2/14/2025 | Susquehanna International Group LLP | 45,874 | $3.54M | 0.0% | -13.8% | 0.473% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 408,219 | $31.52M | 0.4% | -8.2% | 4.208% | |
| 2/13/2025 | NewEdge Advisors LLC | 13,945 | $1.08M | 0.0% | +99,507.1% | 0.144% | |
| 2/13/2025 | Mariner LLC | 23,379 | $1.81M | 0.0% | -3.0% | 0.241% | |
| 2/13/2025 | SageView Advisory Group LLC | 6,290 | $486K | 0.0% | +45.8% | 0.065% | |
| 2/13/2025 | O ROURKE & COMPANY Inc | 5,370 | $415K | 0.2% | N/A | 0.055% | |
| 2/13/2025 | Raymond James Financial Inc. | 286,723 | $22.14M | 0.0% | N/A | 2.956% | |
| 2/13/2025 | Cerity Partners LLC | 93,776 | $7.24M | 0.0% | -0.2% | 0.967% | |
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| 2/13/2025 | Envestnet Asset Management Inc. | 171,156 | $13.22M | 0.0% | +5.3% | 1.764% | |
| 2/13/2025 | Wells Fargo & Company MN | 127,116 | $9.82M | 0.0% | +15.2% | 1.310% | |
| 2/12/2025 | WESCAP Management Group Inc. | 70,894 | $5.47M | 1.3% | +5.9% | 0.731% | |
| 2/12/2025 | JPMorgan Chase & Co. | 7,730 | $597K | 0.0% | -58.7% | 0.080% | |
| 2/11/2025 | Signature Estate & Investment Advisors LLC | 2,988 | $231K | 0.0% | -23.3% | 0.031% | |
| 2/11/2025 | Barnett & Company Inc. | 5,309 | $410K | 0.3% | +3.6% | 0.055% | |
| 2/11/2025 | LPL Financial LLC | 127,865 | $9.87M | 0.0% | +9.2% | 1.318% | |
| 2/11/2025 | Paragon Capital Management LLC | 8,652 | $668K | 0.4% | +2.9% | 0.089% | |
| 2/10/2025 | Horizon Investments LLC | 208,849 | $16.13M | 0.5% | -26.7% | 2.153% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 22,919 | $1.77M | 0.0% | +5.3% | 0.236% | |
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