| 8/14/2025 | Jane Street Group LLC | 140,831 | $3.03M | 0.0% | -34.6% | 1.853% | |
| 8/14/2025 | Raymond James Financial Inc. | 127,237 | $2.74M | 0.0% | -32.0% | 1.674% | |
| 8/13/2025 | StoneX Group Inc. | 23,755 | $511K | 0.0% | -20.5% | 0.313% | |
| 8/13/2025 | Invesco Ltd. | 159,854 | $3.44M | 0.0% | +1.4% | 2.103% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 11,867 | $255K | 0.0% | -25.0% | 0.156% | |
| 8/13/2025 | VestGen Advisors LLC | 77,698 | $1.68M | 0.1% | +9.6% | 1.022% | |
| 8/13/2025 | Lido Advisors LLC | 82,200 | $1.77M | 0.0% | +26.5% | 1.082% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 56,073 | $1.21M | 0.0% | +5.7% | 0.738% | |
| 8/12/2025 | Farmers National Bank | 57,738 | $1.24M | 0.3% | +3.2% | 0.760% | |
| 8/12/2025 | YANKCOM Partnership | 7,900 | $170K | 0.1% | N/A | 0.104% | |
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| 8/11/2025 | Pineridge Advisors LLC | 99,196 | $2.13M | 0.8% | +0.7% | 1.305% | |
| 8/8/2025 | Meridian Wealth Management LLC | 18,326 | $394K | 0.0% | +47.4% | 0.241% | |
| 8/7/2025 | Addison Advisors LLC | 29,405 | $632K | 0.2% | +5.4% | 0.387% | |
| 8/6/2025 | AE Wealth Management LLC | 97,290 | $2.09M | 0.0% | +7.9% | 1.280% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 178,894 | $3.85M | 0.1% | +11.9% | 2.354% | |
| 8/5/2025 | Hills Bank & Trust Co | 117,881 | $2.53M | 0.2% | -65.4% | 1.551% | |
| 8/1/2025 | Clark Asset Management LLC | 45,804 | $985K | 0.1% | +9.0% | 0.603% | |
| 8/1/2025 | Koss Olinger Consulting LLC | 30,178 | $649K | 0.1% | N/A | 0.397% | |
| 8/1/2025 | First Command Advisory Services Inc. | 5,035 | $108K | 0.0% | +28.3% | 0.066% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 83,368 | $1.79M | 0.0% | -17.0% | 1.097% | |
| 7/31/2025 | Insight Wealth Partners LLC | 105,210 | $2.26M | 0.9% | -20.5% | 1.384% | |
| 7/29/2025 | MB Levis & Associates LLC | 65,522 | $1.41M | 0.6% | +7.8% | 0.862% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 118,083 | $2.54M | 0.1% | +203.1% | 1.554% | |
| 7/28/2025 | Nestegg Advisors Inc. | 21,392 | $460K | 0.4% | +23.3% | 0.281% | |
| 7/25/2025 | Astoria Portfolio Advisors LLC. | 20,809 | $447K | 0.1% | N/A | 0.274% | |
| 7/22/2025 | Marietta Wealth Management LLC | 23,327 | $502K | 0.1% | N/A | 0.311% | |
| 7/21/2025 | Precedent Wealth Partners LLC | 140,313 | $3.02M | 0.7% | +8.1% | 1.871% | |
| 7/17/2025 | Avior Wealth Management LLC | 22,916 | $493K | 0.0% | -47.8% | 0.306% | |
| 7/15/2025 | CGN Advisors LLC | 27,713 | $596K | 0.1% | -50.5% | 0.370% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,567 | $34K | 0.0% | N/A | 0.021% | |
| 7/9/2025 | Lincoln Capital Corp | 15,017 | $323K | 0.1% | -18.8% | 0.200% | |
| 7/8/2025 | Legacy Private Trust Co. | 103,636 | $2.23M | 0.1% | +13.9% | 1.382% | |
| 7/1/2025 | Confluence Investment Management LLC | 241,752 | $5.20M | 0.1% | -2.8% | 3.223% | |
| 5/27/2025 | Jacobi Capital Management LLC | 10,479 | $226K | 0.0% | -12.0% | 0.140% | |
| 5/19/2025 | Jane Street Group LLC | 215,298 | $4.65M | 0.0% | +134.5% | 2.871% | |
| 5/16/2025 | Jones Financial Companies Lllp | 9,463 | $223K | 0.0% | +104.5% | 0.126% | |
| 5/16/2025 | NewEdge Advisors LLC | 2,600 | $56K | 0.0% | N/A | 0.035% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 37,421 | $808K | 0.0% | -17.3% | 0.499% | |
| 5/15/2025 | Royal Bank of Canada | 13,949 | $301K | 0.0% | +10.0% | 0.186% | |
| 5/15/2025 | Insight Wealth Partners LLC | 132,397 | $2.86M | 0.5% | -1.0% | 1.765% | |
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| 5/14/2025 | Envision Financial Planning LLC | 180,857 | $3.90M | 2.0% | +0.7% | 2.411% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 53,045 | $1.15M | 0.0% | +51.0% | 0.707% | |
| 5/14/2025 | Kestra Advisory Services LLC | 89,239 | $1.93M | 0.0% | +7.1% | 1.190% | |
| 5/14/2025 | Capital Analysts LLC | 6,570 | $142K | 0.0% | +39.6% | 0.088% | |
| 5/13/2025 | Raymond James Financial Inc. | 187,085 | $4.04M | 0.0% | +8.7% | 2.494% | |
| 5/13/2025 | HighTower Advisors LLC | 94,320 | $2.04M | 0.0% | +32.8% | 1.258% | |
| 5/12/2025 | Meridian Wealth Management LLC | 12,433 | $268K | 0.0% | N/A | 0.166% | |
| 5/12/2025 | Invesco Ltd. | 157,636 | $3.40M | 0.0% | +12.2% | 2.102% | |
| 5/8/2025 | MONECO Advisors LLC | 90,109 | $1.95M | 0.2% | +49.2% | 1.201% | |
| 5/7/2025 | MB Levis & Associates LLC | 60,768 | $1.31M | 0.6% | +7.6% | 0.810% | |
| 5/7/2025 | LPL Financial LLC | 387,581 | $8.36M | 0.0% | +4.0% | 5.168% | |
| 5/6/2025 | AE Wealth Management LLC | 90,200 | $1.95M | 0.0% | +9.8% | 1.203% | |
| 5/5/2025 | Atlantic Union Bankshares Corp | 159,834 | $3.45M | 0.2% | +10.6% | 2.131% | |
| 5/2/2025 | Opulen Financial Group LLC | 9,645 | $208K | 0.2% | N/A | 0.130% | |
| 5/2/2025 | Larson Financial Group LLC | 5,812 | $125K | 0.0% | N/A | 0.079% | |
| 5/2/2025 | PAX Financial Group LLC | 10,959 | $236K | 0.0% | N/A | 0.148% | |
| 5/2/2025 | Signaturefd LLC | 19,809 | $427K | 0.0% | N/A | 0.268% | |
| 5/1/2025 | Key Financial Inc | 118,800 | $2.56M | 0.6% | +1.8% | 1.605% | |
| 5/1/2025 | Asset Dedication LLC | 38,347 | $828K | 0.1% | +7.6% | 0.518% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 38,954 | $841K | 0.0% | N/A | 0.526% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 100,444 | $2.17M | 0.0% | +15.4% | 1.357% | |
| 4/28/2025 | Lincoln Capital Corp | 18,488 | $399K | 0.2% | -27.5% | 0.250% | |
| 4/25/2025 | Hills Bank & Trust Co | 340,704 | $7.35M | 0.5% | +4.2% | 4.604% | |
| 4/21/2025 | Avior Wealth Management LLC | 43,883 | $947K | 0.0% | -5.4% | 0.593% | |
| 4/17/2025 | Precedent Wealth Partners LLC | 129,822 | $2.80M | 0.8% | +74.8% | 1.754% | |
| 4/16/2025 | Sterling Financial Group Inc. | 27,769 | $599K | 0.2% | +10.8% | 0.375% | |
| 4/15/2025 | Collier Financial | 4,124 | $89K | 0.1% | -22.1% | 0.056% | |
| 4/14/2025 | Midland Wealth Advisors LLC | 12,633 | $273K | 0.0% | N/A | 0.171% | |
| 4/4/2025 | Legacy Private Trust Co. | 90,961 | $1.96M | 0.1% | +3.0% | 1.263% | |
| 4/1/2025 | Confluence Investment Management LLC | 248,788 | $5.37M | 0.1% | -2.0% | 3.713% | |
| 3/21/2025 | Nestegg Advisors Inc. | 10,690 | $233K | 0.2% | N/A | 0.160% | |
| 2/19/2025 | Toronto Dominion Bank | 83,994 | $1.82M | 0.0% | N/A | 1.254% | |
| 2/17/2025 | Toronto Dominion Bank | 83,994 | $1.82M | 0.0% | N/A | 1.254% | |
| 2/17/2025 | Captrust Financial Advisors | 23,184 | $504K | 0.0% | +3.1% | 0.346% | |
| 2/17/2025 | Bank of America Corp DE | 207,276 | $4.50M | 0.0% | +6.0% | 3.094% | |
| 2/14/2025 | Jane Street Group LLC | 91,802 | $1.99M | 0.0% | +84.4% | 1.370% | |
| 2/14/2025 | Lido Advisors LLC | 47,500 | $1.03M | 0.0% | N/A | 0.709% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 15,132 | $329K | 0.0% | -13.1% | 0.226% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 45,232 | $982K | 0.0% | +157.7% | 0.675% | |
| 2/14/2025 | Stifel Financial Corp | 17,504 | $380K | 0.0% | +5.3% | 0.261% | |
| 2/13/2025 | Envision Financial Planning LLC | 179,520 | $3.90M | 2.0% | -7.7% | 2.679% | |
| 2/13/2025 | Raymond James Financial Inc. | 172,115 | $3.74M | 0.0% | N/A | 2.569% | |
| 2/13/2025 | Invesco Ltd. | 140,490 | $3.05M | 0.0% | -1.5% | 2.097% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 87,020 | $1.89M | 0.0% | +68.5% | 1.299% | |
| 2/13/2025 | Wells Fargo & Company MN | 385,915 | $8.38M | 0.0% | -0.9% | 5.760% | |
| 2/12/2025 | StoneX Group Inc. | 28,748 | $624K | 0.0% | N/A | 0.429% | |
| 2/12/2025 | Hobbs Group Advisors LLC | 20,854 | $453K | 0.2% | +22.2% | 0.311% | |
| 2/11/2025 | LPL Financial LLC | 372,800 | $8.10M | 0.0% | +37.3% | 5.564% | |
| 2/10/2025 | Hills Bank & Trust Co | 327,128 | $7.11M | 0.5% | +477.0% | 4.883% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 43,008 | $934K | 0.0% | +11.9% | 0.642% | |
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| 2/7/2025 | HighTower Advisors LLC | 71,008 | $1.54M | 0.0% | +7.3% | 1.060% | |
| 2/7/2025 | Atlantic Union Bankshares Corp | 144,523 | $3.14M | 0.2% | +31.8% | 2.157% | |
| 2/6/2025 | Raymond James Financial Inc. | 172,115 | $3.74M | 0.0% | N/A | 2.569% | |
| 2/6/2025 | Atria Investments Inc | 129,957 | $2.82M | 0.0% | N/A | 1.940% | |
| 2/5/2025 | Jacobi Capital Management LLC | 11,902 | $259K | 0.0% | +5.5% | 0.178% | |
| 2/4/2025 | Addison Advisors LLC | 27,060 | $588K | 0.2% | -7.0% | 0.404% | |
| 2/4/2025 | MONECO Advisors LLC | 60,386 | $1.31M | 0.1% | +36.7% | 0.901% | |
| 1/31/2025 | Key Financial Inc | 116,725 | $2.54M | 0.6% | +1.8% | 1.742% | |
| 1/31/2025 | Sanctuary Advisors LLC | 132,637 | $2.89M | 0.0% | N/A | 1.980% | |
| 1/30/2025 | Principal Securities Inc. | 4,476 | $97K | 0.0% | N/A | 0.067% | |
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