| 5/21/2025 | McAdam LLC | 14,000 | $315K | 0.0% | -55.5% | 0.098% | |
| 5/20/2025 | Belpointe Asset Management LLC | 34,904 | $785K | 0.0% | +56.4% | 0.245% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 13,734 | $309K | 0.1% | N/A | 0.096% | |
| 5/16/2025 | Jones Financial Companies Lllp | 882,771 | $19.85M | 0.0% | +3,068.9% | 6.195% | |
| 5/16/2025 | NewEdge Advisors LLC | 35,477 | $798K | 0.0% | +6.5% | 0.249% | |
| 5/15/2025 | Royal Bank of Canada | 50,343 | $1.13M | 0.0% | -6.3% | 0.353% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 25,313 | $569K | 0.0% | +5.0% | 0.178% | |
| 5/14/2025 | Capital Analysts LLC | 4,818 | $108K | 0.0% | +230.9% | 0.034% | |
| 5/13/2025 | HighTower Advisors LLC | 23,664 | $532K | 0.0% | +11.5% | 0.166% | |
| 5/12/2025 | Eagle Global Advisors LLC | 23,384 | $526K | 0.0% | -9.7% | 0.164% | |
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| 5/9/2025 | Wealthspire Advisors LLC | 77,746 | $1.75M | 0.0% | -8.2% | 0.546% | |
| 5/8/2025 | Foster & Motley Inc. | 11,191 | $252K | 0.0% | -6.1% | 0.079% | |
| 5/8/2025 | First Foundation Advisors | 142,911 | $3.21M | 0.1% | +4.0% | 1.003% | |
| 5/7/2025 | LPL Financial LLC | 319,847 | $7.19M | 0.0% | +13.0% | 2.245% | |
| 5/6/2025 | Cetera Investment Advisers | 47,780 | $1.08M | 0.0% | +2.0% | 0.335% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 15,963 | $359K | 0.0% | +38.3% | 0.112% | |
| 5/6/2025 | Innova Wealth Partners | 17,276 | $389K | 0.2% | -3.6% | 0.121% | |
| 5/6/2025 | PFG Advisors | 21,342 | $480K | 0.0% | +7.9% | 0.150% | |
| 5/5/2025 | Private Advisor Group LLC | 32,437 | $730K | 0.0% | +34.1% | 0.228% | |
| 5/2/2025 | Dakota Wealth Management | 259,779 | $5.84M | 0.1% | +9.3% | 1.823% | |
| 5/1/2025 | Auour Investments LLC | 10,615 | $236K | 0.1% | -26.6% | 0.074% | |
| 5/1/2025 | Croban | 29,243 | $657K | 0.6% | N/A | 0.205% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,318,624 | $29.66M | 0.0% | -10.5% | 9.254% | |
| 4/29/2025 | Pure Portfolios Holdings LLC | 70,822 | $1.59M | 0.6% | +12.1% | 0.497% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 31,829 | $716K | 0.0% | +2.9% | 0.223% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 27,036 | $608K | 0.0% | -8.0% | 0.190% | |
| 4/28/2025 | Revisor Wealth Management LLC | 18,040 | $406K | 0.2% | N/A | 0.127% | |
| 4/28/2025 | Penobscot Wealth Management | 8,942 | $201K | 0.1% | N/A | 0.063% | |
| 4/28/2025 | DAVENPORT & Co LLC | 29,552 | $665K | 0.0% | +9.5% | 0.207% | |
| 4/25/2025 | Mather Group LLC. | 3,085 | $69K | 0.0% | N/A | 0.022% | |
| 4/25/2025 | Capital Advisors Wealth Management LLC | 22,707 | $511K | 0.1% | N/A | 0.159% | |
| 4/23/2025 | Fourth Dimension Wealth LLC | 12,182 | $274K | 0.1% | +21.8% | 0.085% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 9,999 | $225K | 0.0% | -31.1% | 0.070% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 13,350 | $300K | 0.0% | +3.9% | 0.094% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 24,181 | $544K | 0.0% | -2.3% | 0.170% | |
| 4/22/2025 | Cross Staff Investments Inc | 8,710 | $196K | 0.1% | N/A | 0.061% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 19,887 | $447K | 0.0% | +18.6% | 0.140% | |
| 4/21/2025 | Roman Butler Fullerton & Co. | 14,726 | $324K | 0.1% | +15.8% | 0.103% | |
| 4/17/2025 | Sowell Financial Services LLC | 43,261 | $973K | 0.0% | +1.4% | 0.304% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 11,287 | $254K | 0.0% | N/A | 0.079% | |
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| 4/17/2025 | Dynamic Advisor Solutions LLC | 105,928 | $2.38M | 0.1% | N/A | 0.743% | |
| 4/17/2025 | Cliftonlarsonallen Wealth Advisors LLC | 13,724 | $309K | 0.0% | -64.4% | 0.096% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 38,155 | $858K | 0.0% | +16.6% | 0.270% | |
| 4/16/2025 | RMR Wealth Builders | 38,521 | $866K | 0.1% | -15.7% | 0.272% | |
| 4/14/2025 | NewSquare Capital LLC | 27,160 | $611K | 0.0% | N/A | 0.192% | |
| 4/10/2025 | Naples Global Advisors LLC | 40,000 | $900K | 0.1% | -9.5% | 0.283% | |
| 4/9/2025 | Fragasso Financial Advisors Inc | 199,457 | $4.49M | 0.3% | -5.7% | 1.410% | |
| 4/9/2025 | NBC Securities Inc. | 2,070 | $46K | 0.0% | +103,400.0% | 0.015% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 32,732 | $736K | 0.0% | +214.7% | 0.231% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 14,214 | $320K | 0.0% | -5.2% | 0.100% | |
| 2/18/2025 | Fourth Dimension Wealth LLC | 10,002 | $225K | 0.1% | N/A | 0.069% | |
| 2/18/2025 | Elequin Capital LP | 1,120 | $25K | 0.0% | -62.4% | 0.008% | |
| 2/17/2025 | Waverly Advisors LLC | 45,973 | $1.03M | 0.0% | +25.7% | 0.319% | |
| 2/17/2025 | Willis Johnson & Associates Inc. | 104,750 | $2.36M | 0.2% | -3.3% | 0.727% | |
| 2/17/2025 | Visionary Wealth Advisors | 20,320 | $457K | 0.0% | -64.5% | 0.141% | |
| 2/17/2025 | Eagle Global Advisors LLC | 25,884 | $582K | 0.0% | +73.9% | 0.180% | |
| 2/17/2025 | Cetera Investment Advisers | 46,838 | $1.05M | 0.0% | -9.3% | 0.325% | |
| 2/17/2025 | Bank of America Corp DE | 443,331 | $9.97M | 0.0% | +7.7% | 3.079% | |
| 2/17/2025 | Ameriprise Financial Inc. | 148,721 | $3.34M | 0.0% | +5.7% | 1.033% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 1,429,931 | $32.15M | 0.1% | +4.8% | 9.930% | |
| 2/14/2025 | Jane Street Group LLC | 20,143 | $453K | 0.0% | -75.1% | 0.140% | |
| 2/14/2025 | Comerica Bank | 20,064 | $451K | 0.0% | +58.4% | 0.139% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 2,353 | $53K | 0.0% | +546.4% | 0.016% | |
| 2/14/2025 | Stifel Financial Corp | 23,700 | $533K | 0.0% | -7.1% | 0.165% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 29,396 | $661K | 0.0% | +13.2% | 0.204% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 1,300 | $29K | 0.0% | N/A | 0.009% | |
| 2/13/2025 | NewEdge Advisors LLC | 33,317 | $749K | 0.0% | -27.9% | 0.231% | |
| 2/13/2025 | Mariner LLC | 29,419 | $661K | 0.0% | +226.9% | 0.204% | |
| 2/13/2025 | Trustmark National Bank Trust Department | 43,168 | $970K | 0.1% | -3.3% | 0.300% | |
| 2/13/2025 | First Foundation Advisors | 137,459 | $3.09M | 0.1% | -0.5% | 0.955% | |
| 2/13/2025 | Raymond James Financial Inc. | 110,526 | $2.49M | 0.0% | N/A | 0.768% | |
| 2/13/2025 | Cerity Partners LLC | 15,662 | $352K | 0.0% | N/A | 0.109% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,473,244 | $33.12M | 0.0% | +4.2% | 10.231% | |
| 2/13/2025 | Wells Fargo & Company MN | 988,065 | $22.21M | 0.0% | +38.7% | 6.862% | |
| 2/12/2025 | CIBC Private Wealth Group LLC | 37,114 | $836K | 0.0% | -23.2% | 0.258% | |
| 2/11/2025 | LPL Financial LLC | 282,928 | $6.36M | 0.0% | -11.3% | 1.965% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 16,771 | $377K | 0.0% | +6.4% | 0.116% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 245,564 | $5.52M | 0.0% | +5.5% | 1.705% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 11,543 | $259K | 0.0% | +10.6% | 0.080% | |
| 2/7/2025 | PFG Advisors | 19,787 | $445K | 0.0% | +2.4% | 0.137% | |
| 2/7/2025 | HighTower Advisors LLC | 21,222 | $477K | 0.0% | +23.3% | 0.147% | |
| 2/7/2025 | Cascade Financial Partners LLC | 42,137 | $947K | 0.1% | +5.8% | 0.293% | |
| 2/7/2025 | Independent Advisor Alliance | 13,604 | $306K | 0.0% | N/A | 0.094% | |
| 2/7/2025 | Sowell Financial Services LLC | 42,652 | $959K | 0.1% | -22.8% | 0.296% | |
| 2/6/2025 | Raymond James Financial Inc. | 110,526 | $2.49M | 0.0% | N/A | 0.768% | |
| 2/6/2025 | Jones Financial Companies Lllp | 27,857 | $626K | 0.0% | +29.9% | 0.193% | |
| 2/5/2025 | Duncker Streett & Co. Inc. | 1,302 | $29K | 0.0% | N/A | 0.009% | |
| 2/5/2025 | Bryn Mawr Capital Management LLC | 13,958 | $314K | 0.0% | -11.3% | 0.097% | |
| 2/4/2025 | Wealthspire Advisors LLC | 84,675 | $1.90M | 0.0% | N/A | 0.588% | |
| 2/3/2025 | Auour Investments LLC | 14,471 | $330K | 0.1% | +26.1% | 0.100% | |
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| 2/3/2025 | Concurrent Investment Advisors LLC | 30,929 | $695K | 0.0% | +2.3% | 0.215% | |
| 2/3/2025 | Jacobson & Schmitt Advisors LLC | 59,144 | $1.33M | 0.3% | +11.8% | 0.411% | |
| 2/3/2025 | Private Advisor Group LLC | 24,181 | $544K | 0.0% | -5.3% | 0.168% | |
| 2/3/2025 | Bryn Mawr Capital Management LLC | 13,958 | $314K | 0.0% | -11.3% | 0.097% | |
| 1/31/2025 | Truist Financial Corp | 159,018 | $3.58M | 0.0% | -8.3% | 1.104% | |
| 1/31/2025 | Sanctuary Advisors LLC | 48,974 | $1.12M | 0.0% | +5.3% | 0.340% | |
| 1/31/2025 | Pure Portfolios Holdings LLC | 63,184 | $1.42M | 0.5% | +23.1% | 0.439% | |
| 1/30/2025 | Allworth Financial LP | 1,838 | $42K | 0.0% | -32.7% | 0.013% | |
| 1/30/2025 | Roman Butler Fullerton & Co. | 12,722 | $289K | 0.1% | -4.0% | 0.088% | |
| 1/29/2025 | Pineridge Advisors LLC | 4,397 | $99K | 0.0% | -42.9% | 0.031% | |
