| 5/23/2025 | Strategic Financial Services Inc. | 1,288 | $203K | 0.0% | N/A | 0.056% | |
| 5/19/2025 | Jane Street Group LLC | 4,187 | $659K | 0.0% | N/A | 0.183% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 106,181 | $16.71M | 0.0% | -13.0% | 4.637% | |
| 5/16/2025 | Jones Financial Companies Lllp | 152,070 | $23.93M | 0.0% | +5,710.9% | 6.641% | |
| 5/15/2025 | Royal Bank of Canada | 18,021 | $2.84M | 0.0% | -3.9% | 0.787% | |
| 5/14/2025 | Comerica Bank | 675 | $106K | 0.0% | -17.8% | 0.029% | |
| 5/14/2025 | SVB Wealth LLC | 569 | $90K | 0.0% | N/A | 0.025% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 22,361 | $3.52M | 0.0% | +8.3% | 0.976% | |
| 5/13/2025 | Raymond James Financial Inc. | 19,643 | $3.09M | 0.0% | -8.8% | 0.858% | |
| 5/13/2025 | Tyler Stone Wealth Management | 1,308 | $206K | 0.0% | -6.5% | 0.057% | |
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| 5/12/2025 | Simplex Trading LLC | 474 | $74K | 0.0% | +100.8% | 0.021% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 7,661 | $1.21M | 0.2% | +15.1% | 0.335% | |
| 5/7/2025 | Miller Investment Management LP | 91,805 | $14.44M | 1.6% | -0.4% | 4.009% | |
| 5/7/2025 | LPL Financial LLC | 24,175 | $3.80M | 0.0% | -2.3% | 1.056% | |
| 5/6/2025 | Cetera Investment Advisers | 3,094 | $487K | 0.0% | +15.8% | 0.135% | |
| 5/5/2025 | Conservest Capital Advisors Inc. | 17,429 | $2.74M | 0.3% | -1.4% | 0.761% | |
| 5/2/2025 | Wealthfront Advisers LLC | 7,252 | $1.14M | 0.0% | +25.1% | 0.317% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 431 | $68K | 0.0% | -16.5% | 0.019% | |
| 4/30/2025 | Cerity Partners LLC | 5,752 | $905K | 0.0% | -5.9% | 0.251% | |
| 4/23/2025 | Continuum Advisory LLC | 1,304 | $205K | 0.0% | +26.1% | 0.057% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 2,179 | $343K | 0.0% | +9.8% | 0.095% | |
| 4/22/2025 | Consolidated Investment Group LLC | 5,000 | $787K | 0.1% | -69.1% | 0.218% | |
| 4/21/2025 | Aspiriant LLC | 4,237 | $667K | 0.0% | -2.2% | 0.185% | |
| 4/17/2025 | Robertson Stephens Wealth Management LLC | 1,352 | $213K | 0.0% | -5.6% | 0.058% | |
| 4/17/2025 | Pacific Sun Financial Corp | 4,823 | $759K | 0.4% | -3.4% | 0.208% | |
| 2/17/2025 | Two Sigma Investments LP | 1,900 | $298K | 0.0% | -26.9% | 0.079% | |
| 2/17/2025 | Focus Partners Wealth | 1,729 | $271K | 0.0% | N/A | 0.072% | |
| 2/17/2025 | Cetera Investment Advisers | 2,671 | $419K | 0.0% | +17.8% | 0.111% | |
| 2/17/2025 | Bank of America Corp DE | 86,508 | $13.58M | 0.0% | +86.2% | 3.590% | |
| 2/17/2025 | Ameriprise Financial Inc. | 7,949 | $1.25M | 0.0% | +88.5% | 0.330% | |
| 2/14/2025 | Comerica Bank | 821 | $129K | 0.0% | -10.8% | 0.034% | |
| 2/14/2025 | Two Sigma Securities LLC | 1,465 | $230K | 0.0% | N/A | 0.061% | |
| 2/14/2025 | TD Waterhouse Canada Inc. | 63,556 | $9.97M | 0.1% | N/A | 2.637% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 2,598 | $408K | 0.0% | +37.0% | 0.108% | |
| 2/14/2025 | Coastline Trust Co | 240 | $38K | 0.0% | -27.3% | 0.010% | |
| 2/13/2025 | Miller Investment Management LP | 92,199 | $14.47M | 1.6% | -7.6% | 3.826% | |
| 2/13/2025 | Raymond James Financial Inc. | 21,540 | $3.38M | 0.0% | N/A | 0.894% | |
| 2/13/2025 | Texas Yale Capital Corp. | 2,085 | $327K | 0.0% | +20.9% | 0.087% | |
| 2/13/2025 | Peapack Gladstone Financial Corp | 9,510 | $1.49M | 0.0% | -10.4% | 0.395% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,408 | $221K | 0.0% | -56.6% | 0.058% | |
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| 2/13/2025 | Wells Fargo & Company MN | 75,826 | $11.90M | 0.0% | +5.7% | 3.146% | |
| 2/12/2025 | Atlas Capital Advisors Inc. | 5,700 | $895K | 0.1% | N/A | 0.237% | |
| 2/12/2025 | JPMorgan Chase & Co. | 10,261 | $1.61M | 0.0% | -15.0% | 0.426% | |
| 2/12/2025 | Tyler Stone Wealth Management | 1,399 | $220K | 0.0% | -5.0% | 0.058% | |
| 2/11/2025 | LPL Financial LLC | 24,747 | $3.89M | 0.0% | -5.8% | 1.027% | |
| 2/10/2025 | Tocqueville Asset Management L.P. | 5,478 | $860K | 0.0% | N/A | 0.227% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 30,443 | $4.78M | 0.0% | -1.1% | 1.263% | |
| 2/10/2025 | Farther Finance Advisors LLC | 206 | $32K | 0.0% | N/A | 0.009% | |
| 2/7/2025 | HighTower Advisors LLC | 9,903 | $1.55M | 0.0% | +12.0% | 0.406% | |
| 2/7/2025 | Independent Advisor Alliance | 1,595 | $250K | 0.0% | N/A | 0.065% | |
| 2/6/2025 | Raymond James Financial Inc. | 21,540 | $3.38M | 0.0% | N/A | 0.883% | |
| 2/6/2025 | Assetmark Inc. | 384 | $60K | 0.0% | -88.9% | 0.016% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 516 | $81K | 0.0% | N/A | 0.021% | |
| 2/6/2025 | Jones Financial Companies Lllp | 2,617 | $411K | 0.0% | -4.0% | 0.107% | |
| 2/5/2025 | Conservest Capital Advisors Inc. | 17,683 | $2.78M | 0.3% | -3.0% | 0.725% | |
| 2/4/2025 | Commonwealth Retirement Investments LLC | 1,372 | $215K | 0.1% | N/A | 0.056% | |
| 2/3/2025 | Pacific Sun Financial Corp | 4,993 | $784K | 0.4% | -11.9% | 0.205% | |
| 2/3/2025 | Private Advisor Group LLC | 1,375 | $216K | 0.0% | -26.7% | 0.056% | |
| 1/31/2025 | Truist Financial Corp | 2,633 | $413K | 0.0% | -3.5% | 0.107% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 24,385 | $3.83M | 0.1% | N/A | 0.987% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 24,385 | $3.83M | 0.0% | N/A | 0.987% | |
| 1/21/2025 | Flagship Harbor Advisors LLC | 1,984 | $311K | 0.0% | +12.1% | 0.080% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 3,065 | $481K | 0.0% | N/A | 0.122% | |
| 12/26/2024 | JPMorgan Chase & Co. | 12,072 | $2.14M | 0.0% | -18.7% | 0.479% | |
| 11/26/2024 | Peapack Gladstone Financial Corp | 10,610 | $1.88M | 0.0% | -12.8% | 0.421% | |
| 11/25/2024 | Wilmington Savings Fund Society FSB | 938 | $166K | 0.0% | N/A | 0.037% | |
| 11/15/2024 | Jane Street Group LLC | 8,348 | $1.48M | 0.0% | +401.7% | 0.331% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 3,186 | $565K | 0.0% | +4.6% | 0.126% | |
| 11/15/2024 | Miller Investment Management LP | 99,813 | $17.71M | 1.8% | -4.0% | 3.961% | |
| 11/15/2024 | HighTower Advisors LLC | 8,845 | $1.57M | 0.0% | -1.9% | 0.351% | |
| 11/15/2024 | FSA Wealth Management LLC | 303 | $54K | 0.0% | N/A | 0.012% | |
| 11/13/2024 | Truvestments Capital LLC | 250 | $44K | 0.0% | N/A | 0.010% | |
| 11/6/2024 | Coastline Trust Co | 330 | $59K | 0.0% | N/A | 0.013% | |
| 11/4/2024 | Tyler Stone Wealth Management | 1,472 | $261K | 0.0% | +79.5% | 0.058% | |
| 10/22/2024 | International Assets Investment Management LLC | 1,141,414 | $202.48M | 0.0% | +10,376,390.9% | 44.761% | |
| 10/11/2024 | Creative Planning | 1,844 | $327K | 0.0% | -4.8% | 0.072% | |
| 10/9/2024 | Pacific Sun Financial Corp | 5,667 | $1.01M | 0.6% | -2.6% | 0.222% | |
| 8/21/2024 | Truist Financial Corp | 2,703 | $455K | 0.0% | +3.8% | 0.105% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 24,324 | $4.10M | 0.0% | +5.8% | 0.946% | |
| 8/13/2024 | Boston Research & Management Inc. | 12,351 | $2.08M | 0.5% | -2.9% | 0.481% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 30,226 | $5.09M | 0.0% | -0.7% | 1.176% | |
| 7/30/2024 | Atlas Capital Advisors LLC | 5,700 | $960K | 0.1% | N/A | 0.222% | |
| 7/26/2024 | Hyman Charles D | 1,200 | $202K | 0.0% | N/A | 0.047% | |
| 7/24/2024 | Red Lighthouse Investment Management LLC | 300 | $51K | 0.0% | N/A | 0.012% | |
| 7/22/2024 | Consolidated Investment Group LLC | 16,200 | $2.73M | 0.4% | -45.5% | 0.630% | |
| 7/19/2024 | Pacific Sun Financial Corp | 5,817 | $980K | 0.6% | -2.5% | 0.226% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 2,297 | $387K | 0.0% | -6.6% | 0.089% | |
| 7/9/2024 | Mather Group LLC. | 275 | $46K | 0.0% | N/A | 0.011% | |
| 5/8/2024 | Williams Jones Wealth Management LLC. | 2,200 | $366K | 0.0% | -8.7% | 0.083% | |
| 5/4/2024 | Valley Wealth Managers Inc. | 19,308 | $3.21M | 0.2% | +12.5% | 0.729% | |
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| 5/2/2024 | Conservest Capital Advisors Inc. | 18,954 | $3.15M | 0.3% | -3.4% | 0.715% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 4,265 | $709K | 0.0% | -3.4% | 0.161% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 30,426 | $5.06M | 0.0% | +1.1% | 1.127% | |
| 4/22/2024 | Altfest L J & Co. Inc. | 7,895 | $1.31M | 0.2% | +4.2% | 0.292% | |
| 4/15/2024 | Aspiriant LLC | 4,408 | $733K | 0.0% | -40.1% | 0.163% | |
| 3/1/2024 | Goldman Sachs Group Inc. | 112,880 | $18.66M | 0.0% | -0.9% | 4.075% | |
| 2/13/2024 | Tower Research Capital LLC TRC | 247 | $41K | 0.0% | -86.8% | 0.009% | |
| 2/13/2024 | CIBC Private Wealth Group LLC | 3,458 | $572K | 0.0% | N/A | 0.123% | |
| 2/13/2024 | Peapack Gladstone Financial Corp | 18,950 | $3.13M | 0.1% | -15.8% | 0.672% | |
| 2/12/2024 | Miller Investment Management LP | 102,570 | $16.96M | 2.4% | -41.6% | 3.637% | |
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