| 5/27/2025 | Jacobi Capital Management LLC | 9,776 | $231K | 0.0% | -12.0% | 0.085% | |
| 5/20/2025 | Focus Partners Wealth | 80,922 | $1.91M | 0.0% | +6.6% | 0.704% | |
| 5/20/2025 | Anchor Investment Management LLC | 3,000 | $71K | 0.0% | N/A | 0.026% | |
| 5/19/2025 | Jane Street Group LLC | 114,709 | $2.71M | 0.0% | +754.4% | 0.997% | |
| 5/16/2025 | Jones Financial Companies Lllp | 243,370 | $5.74M | 0.0% | +2,719.4% | 2.116% | |
| 5/16/2025 | NewEdge Advisors LLC | 151,395 | $3.57M | 0.0% | +23.9% | 1.316% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 112,481 | $2.66M | 0.0% | +24.2% | 0.978% | |
| 5/15/2025 | Royal Bank of Canada | 22,975 | $542K | 0.0% | -10.2% | 0.200% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 39,006 | $921K | 0.7% | +61.7% | 0.339% | |
| 5/14/2025 | Comerica Bank | 3,072 | $73K | 0.0% | -21.2% | 0.027% | |
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| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 83,584 | $1.97M | 0.0% | -9.7% | 0.727% | |
| 5/14/2025 | Venture Visionary Partners LLC | 11,363 | $268K | 0.0% | -57.7% | 0.099% | |
| 5/14/2025 | Voisard Asset Management Group Inc. | 38,562 | $910K | 0.3% | +103.2% | 0.335% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 56,272 | $1.33M | 0.0% | +2.1% | 0.489% | |
| 5/13/2025 | Raymond James Financial Inc. | 152,570 | $3.60M | 0.0% | -0.4% | 1.327% | |
| 5/13/2025 | HighTower Advisors LLC | 23,742 | $561K | 0.0% | +19.6% | 0.206% | |
| 5/12/2025 | Meridian Wealth Management LLC | 32,532 | $768K | 0.0% | -5.7% | 0.283% | |
| 5/12/2025 | Paulson Wealth Management Inc. | 44,521 | $1.05M | 0.3% | +4.0% | 0.387% | |
| 5/12/2025 | Invesco Ltd. | 283,951 | $6.70M | 0.0% | +15.2% | 2.469% | |
| 5/12/2025 | Benjamin Edwards Inc. | 18,616 | $440K | 0.0% | -14.5% | 0.162% | |
| 5/12/2025 | Koss Olinger Consulting LLC | 10,798 | $255K | 0.0% | +6.0% | 0.094% | |
| 5/9/2025 | Kickstand Ventures LLC. | 16,195 | $382K | 0.1% | +53.8% | 0.141% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 55,370 | $1.31M | 0.0% | +3.6% | 0.481% | |
| 5/8/2025 | MONECO Advisors LLC | 89,550 | $2.11M | 0.2% | +44.2% | 0.779% | |
| 5/8/2025 | Harbour Investments Inc. | 17,233 | $407K | 0.0% | +695.2% | 0.150% | |
| 5/7/2025 | LPL Financial LLC | 423,036 | $9.99M | 0.0% | +17.6% | 3.679% | |
| 5/6/2025 | Cetera Investment Advisers | 13,940 | $329K | 0.0% | +39.1% | 0.121% | |
| 5/6/2025 | Carnegie Investment Counsel | 28,485 | $668K | 0.0% | -6.1% | 0.248% | |
| 5/5/2025 | Northeast Planning Associates INC. NH | 9,801 | $231K | 0.2% | N/A | 0.085% | |
| 5/5/2025 | Atlantic Union Bankshares Corp | 148,205 | $3.50M | 0.2% | +10.5% | 1.289% | |
| 5/5/2025 | OneAscent Financial Services LLC | 122,451 | $2.89M | 0.2% | -3.8% | 1.065% | |
| 5/5/2025 | Private Advisor Group LLC | 27,921 | $659K | 0.0% | +17.0% | 0.243% | |
| 5/2/2025 | Larson Financial Group LLC | 5,337 | $126K | 0.0% | N/A | 0.046% | |
| 5/2/2025 | PAX Financial Group LLC | 55,387 | $1.31M | 0.2% | +10.2% | 0.482% | |
| 5/2/2025 | First Command Advisory Services Inc. | 57,593 | $1.36M | 0.0% | +88.5% | 0.501% | |
| 5/2/2025 | Sigma Planning Corp | 11,157 | $263K | 0.0% | +9.3% | 0.097% | |
| 5/2/2025 | Signaturefd LLC | 41,651 | $983K | 0.0% | +359.4% | 0.362% | |
| 5/1/2025 | Key Financial Inc | 98,205 | $2.32M | 0.5% | +10.3% | 0.854% | |
| 5/1/2025 | Asset Dedication LLC | 114,873 | $2.71M | 0.2% | +4.6% | 0.999% | |
| 5/1/2025 | CWM LLC | 10,724 | $253K | 0.0% | -10.0% | 0.093% | |
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| 4/30/2025 | AlphaStar Capital Management LLC | 40,500 | $956K | 0.1% | -18.3% | 0.352% | |
| 4/29/2025 | YANKCOM Partnership | 15,013 | $354K | 0.2% | -7.4% | 0.131% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 211,450 | $4.99M | 0.0% | +6.0% | 1.839% | |
| 4/29/2025 | Bank of New York Mellon Corp | 207,984 | $4.91M | 0.0% | N/A | 1.809% | |
| 4/28/2025 | Resonant Capital Advisors LLC | 67,506 | $1.59M | 0.1% | -5.9% | 0.587% | |
| 4/28/2025 | Private Trust Co. NA | 16,075 | $380K | 0.0% | -14.4% | 0.140% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 47,524 | $1.11M | 0.4% | +33.6% | 0.413% | |
| 4/25/2025 | Hills Bank & Trust Co | 75,628 | $1.79M | 0.1% | +165.6% | 0.658% | |
| 4/22/2025 | Tassel Capital Management Inc. | 15,436 | $364K | 0.3% | -21.9% | 0.134% | |
| 4/21/2025 | Avior Wealth Management LLC | 9,613 | $227K | 0.0% | -8.3% | 0.084% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 46,135 | $1.09M | 0.1% | +8.7% | 0.401% | |
| 4/17/2025 | AA Financial Advisors LLC | 22,638 | $534K | 0.1% | +2.2% | 0.197% | |
| 4/17/2025 | Precedent Wealth Partners LLC | 101,039 | $2.39M | 0.7% | +47.1% | 0.879% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 26,471 | $625K | 0.0% | +27.9% | 0.230% | |
| 4/16/2025 | Sterling Financial Group Inc. | 18,563 | $438K | 0.2% | +15.6% | 0.161% | |
| 4/15/2025 | Members Wealth LLC | 8,485 | $200K | 0.2% | N/A | 0.074% | |
| 4/15/2025 | Focus Financial Network Inc. | 78,739 | $1.86M | 0.1% | +510.1% | 0.685% | |
| 4/15/2025 | Oak Family Advisors LLC | 14,338 | $339K | 0.1% | +8.9% | 0.125% | |
| 4/15/2025 | Collier Financial | 11,195 | $264K | 0.2% | -19.3% | 0.097% | |
| 4/15/2025 | Central Valley Advisors LLC | 185,095 | $4.37M | 1.7% | N/A | 1.610% | |
| 4/14/2025 | Farther Finance Advisors LLC | 1,600 | $38K | 0.0% | N/A | 0.014% | |
| 4/14/2025 | Sentinel Pension Advisors LLC | 38,746 | $915K | 0.2% | +4.1% | 0.337% | |
| 4/4/2025 | Legacy Private Trust Co. | 64,534 | $1.52M | 0.1% | +3.9% | 0.566% | |
| 4/1/2025 | Confluence Investment Management LLC | 114,340 | $2.70M | 0.0% | -47.0% | 1.089% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 20,701 | $488K | 0.0% | N/A | 0.197% | |
| 2/17/2025 | Waverly Advisors LLC | 14,762 | $348K | 0.0% | +35.4% | 0.141% | |
| 2/17/2025 | Focus Partners Wealth | 75,881 | $1.79M | 0.0% | +4.8% | 0.723% | |
| 2/17/2025 | Francis Financial Inc. | 8,635 | $204K | 0.0% | N/A | 0.082% | |
| 2/17/2025 | EP Wealth Advisors LLC | 16,372 | $386K | 0.0% | N/A | 0.156% | |
| 2/17/2025 | Cetera Investment Advisers | 10,021 | $236K | 0.0% | N/A | 0.095% | |
| 2/17/2025 | Captrust Financial Advisors | 15,080 | $355K | 0.0% | -12.5% | 0.144% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 8,950 | $211K | 0.0% | N/A | 0.085% | |
| 2/17/2025 | Bank of America Corp DE | 237,359 | $5.60M | 0.0% | +6.2% | 2.261% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 55,119 | $1.30M | 0.0% | +8.3% | 0.525% | |
| 2/14/2025 | Jane Street Group LLC | 13,426 | $316K | 0.0% | -73.8% | 0.128% | |
| 2/14/2025 | Lido Advisors LLC | 25,210 | $594K | 0.0% | +33.3% | 0.240% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 90,575 | $2.14M | 0.0% | +61.3% | 0.863% | |
| 2/14/2025 | Stifel Financial Corp | 49,257 | $1.16M | 0.0% | -8.1% | 0.469% | |
| 2/14/2025 | Freedom Investment Management Inc. | 12,738 | $300K | 0.0% | N/A | 0.121% | |
| 2/13/2025 | NewEdge Advisors LLC | 122,219 | $2.88M | 0.0% | -1.3% | 1.164% | |
| 2/13/2025 | Raymond James Financial Inc. | 153,243 | $3.61M | 0.0% | N/A | 1.459% | |
| 2/13/2025 | Advisory Services Network LLC | 13,022 | $307K | 0.0% | +49.1% | 0.124% | |
| 2/13/2025 | Invesco Ltd. | 246,433 | $5.81M | 0.0% | -1.7% | 2.347% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 199,402 | $4.70M | 0.0% | +26.9% | 1.899% | |
| 2/13/2025 | Wells Fargo & Company MN | 599,383 | $14.13M | 0.0% | +9.1% | 5.708% | |
| 2/12/2025 | PAX Financial Group LLC | 50,238 | $1.18M | 0.2% | +1.2% | 0.478% | |
| 2/12/2025 | OneAscent Financial Services LLC | 127,333 | $3.00M | 0.3% | N/A | 1.213% | |
| 2/12/2025 | StoneX Group Inc. | 26,938 | $635K | 0.0% | N/A | 0.257% | |
| 2/11/2025 | LPL Financial LLC | 359,727 | $8.48M | 0.0% | +2.0% | 3.426% | |
| 2/11/2025 | Koss Olinger Consulting LLC | 10,186 | $240K | 0.0% | N/A | 0.097% | |
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| 2/10/2025 | Thrivent Financial for Lutherans | 31,988 | $754K | 0.0% | +134.9% | 0.305% | |
| 2/10/2025 | Signaturefd LLC | 9,067 | $214K | 0.0% | +34.3% | 0.086% | |
| 2/10/2025 | Hills Bank & Trust Co | 28,476 | $671K | 0.1% | +457.4% | 0.271% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 314,924 | $7.42M | 0.0% | +4.0% | 2.999% | |
| 2/7/2025 | HighTower Advisors LLC | 19,855 | $468K | 0.0% | +9.2% | 0.189% | |
| 2/7/2025 | Tassel Capital Management Inc. | 19,766 | $466K | 0.4% | N/A | 0.188% | |
| 2/7/2025 | Voisard Asset Management Group Inc. | 18,977 | $447K | 0.1% | +81.3% | 0.181% | |
| 2/7/2025 | Atlantic Union Bankshares Corp | 134,135 | $3.16M | 0.2% | +31.9% | 1.277% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 53,435 | $1.26M | 0.0% | +1.2% | 0.509% | |
| 2/6/2025 | Opulen Financial Group LLC | 12,426 | $293K | 0.3% | N/A | 0.118% | |
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