| 5/16/2025 | Goldman Sachs Group Inc. | 57,767 | $4.88M | 0.0% | -5.2% | 0.939% | |
| 5/16/2025 | Jones Financial Companies Lllp | 384 | $32K | 0.0% | -97.3% | 0.006% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 17,795 | $1.50M | 0.0% | -2.5% | 0.289% | |
| 5/15/2025 | Royal Bank of Canada | 63,651 | $5.38M | 0.0% | +0.2% | 1.035% | |
| 5/14/2025 | Comerica Bank | 260,454 | $21.99M | 0.1% | -6.4% | 4.235% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 282,319 | $23.84M | 0.0% | +88.0% | 4.591% | |
| 5/14/2025 | Summit Financial LLC | 83,172 | $7.02M | 0.2% | N/A | 1.352% | |
| 5/14/2025 | Level Four Advisory Services LLC | 34,579 | $2.92M | 0.1% | +1.4% | 0.562% | |
| 5/13/2025 | Raymond James Financial Inc. | 302,796 | $25.57M | 0.0% | +1.3% | 4.924% | |
| 5/13/2025 | Rossmore Private Capital | 20,250 | $1.71M | 0.2% | -5.2% | 0.329% | |
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| 5/13/2025 | HighTower Advisors LLC | 3,587 | $303K | 0.0% | +6.8% | 0.058% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 2,960 | $250K | 0.0% | -13.2% | 0.048% | |
| 5/7/2025 | LPL Financial LLC | 120,440 | $10.17M | 0.0% | -1.9% | 1.958% | |
| 5/6/2025 | Cetera Investment Advisers | 5,051 | $427K | 0.0% | +52.0% | 0.082% | |
| 5/5/2025 | OneAscent Family Office LLC | 4,368 | $369K | 0.3% | -22.1% | 0.071% | |
| 5/5/2025 | Calton & Associates Inc. | 663 | $56K | 0.0% | -75.2% | 0.011% | |
| 5/5/2025 | Private Advisor Group LLC | 134,222 | $11.33M | 0.1% | +0.3% | 2.182% | |
| 5/2/2025 | Larson Financial Group LLC | 49,566 | $4.19M | 0.2% | -2.3% | 0.806% | |
| 5/1/2025 | Smith Thornton Advisors LLC | 11,573 | $977K | 0.6% | -20.9% | 0.188% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 111,747 | $9.44M | 0.0% | -2.7% | 1.817% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 122,927 | $10.30M | 0.9% | -1.5% | 1.999% | |
| 4/25/2025 | TBH Global Asset Management LLC | 10,333 | $873K | 0.1% | -5.2% | 0.168% | |
| 4/24/2025 | Golden State Wealth Management LLC | 11,436 | $966K | 0.1% | -2.2% | 0.186% | |
| 4/24/2025 | Money Concepts Capital Corp | 14,201 | $1.20M | 0.1% | -4.5% | 0.231% | |
| 4/23/2025 | Golden State Wealth Management LLC | 12,249 | $1.03M | 0.1% | +4.7% | 0.199% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 28,555 | $2.41M | 0.0% | +3.6% | 0.464% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 4,675 | $395K | 0.1% | -6.6% | 0.076% | |
| 4/9/2025 | NBC Securities Inc. | 577 | $48K | 0.0% | N/A | 0.009% | |
| 2/18/2025 | Mpwm Advisory Solutions LLC | 5,239 | $445K | 0.3% | N/A | 0.081% | |
| 2/17/2025 | Cetera Investment Advisers | 3,324 | $282K | 0.0% | -20.1% | 0.051% | |
| 2/17/2025 | Bank of America Corp DE | 402,287 | $34.16M | 0.0% | -9.0% | 6.189% | |
| 2/17/2025 | Ameriprise Financial Inc. | 74,482 | $6.32M | 0.0% | -3.5% | 1.146% | |
| 2/14/2025 | Jane Street Group LLC | 3,018 | $256K | 0.0% | -60.6% | 0.046% | |
| 2/14/2025 | Northern Trust Corp | 7,837 | $665K | 0.0% | -6.6% | 0.121% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 18,260 | $1.55M | 0.0% | +10.8% | 0.281% | |
| 2/14/2025 | Susquehanna International Group LLP | 31,292 | $2.66M | 0.0% | +32.5% | 0.481% | |
| 2/14/2025 | Stifel Financial Corp | 61,077 | $5.19M | 0.0% | -6.5% | 0.940% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 1,027 | $91K | 0.0% | -65.2% | 0.016% | |
| 2/13/2025 | Keystone Financial Group | 26,189 | $2.22M | 0.2% | N/A | 0.403% | |
| 2/13/2025 | Raymond James Financial Inc. | 299,034 | $25.39M | 0.0% | N/A | 4.601% | |
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| 2/13/2025 | Envestnet Asset Management Inc. | 114,838 | $9.75M | 0.0% | -1.5% | 1.767% | |
| 2/13/2025 | Wells Fargo & Company MN | 282,494 | $23.99M | 0.0% | -0.2% | 4.346% | |
| 2/12/2025 | Level Four Advisory Services LLC | 34,092 | $2.90M | 0.1% | -2.5% | 0.524% | |
| 2/12/2025 | JPMorgan Chase & Co. | 714 | $61K | 0.0% | +2,875.0% | 0.011% | |
| 2/11/2025 | LPL Financial LLC | 122,744 | $10.42M | 0.0% | +5.7% | 1.888% | |
| 2/11/2025 | TAP Consulting LLC | 81,366 | $6.91M | 1.4% | +0.2% | 1.252% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 52,055 | $4.42M | 0.0% | +5.5% | 0.801% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 728 | $62K | 0.0% | -49.1% | 0.011% | |
| 2/7/2025 | HighTower Advisors LLC | 3,360 | $285K | 0.0% | +4.3% | 0.052% | |
| 2/7/2025 | Larson Financial Group LLC | 50,748 | $4.31M | 0.2% | -1.2% | 0.781% | |
| 2/6/2025 | Raymond James Financial Inc. | 299,034 | $25.39M | 0.0% | N/A | 4.601% | |
| 2/6/2025 | Jones Financial Companies Lllp | 14,338 | $1.22M | 0.0% | +108.2% | 0.221% | |
| 2/3/2025 | Private Advisor Group LLC | 133,784 | $11.36M | 0.1% | +0.8% | 2.058% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 3,412 | $290K | 0.0% | +4.2% | 0.052% | |
| 1/30/2025 | Nations Financial Group Inc. IA ADV | 13,091 | $1.11M | 0.1% | +7.2% | 0.201% | |
| 1/28/2025 | Golden State Wealth Management LLC | 11,698 | $993K | 0.1% | N/A | 0.180% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 124,852 | $10.62M | 1.0% | -0.9% | 1.921% | |
| 1/27/2025 | Money Concepts Capital Corp | 14,863 | $1.26M | 0.1% | -5.7% | 0.229% | |
| 1/22/2025 | Patriot Financial Group Insurance Agency LLC | 5,006 | $425K | 0.1% | -18.6% | 0.077% | |
| 1/14/2025 | Smith Thornton Advisors LLC | 14,627 | $1.24M | 0.8% | +1.9% | 0.225% | |
| 1/8/2025 | Private Client Services LLC | 3,069 | $261K | 0.1% | +6.7% | 0.047% | |
| 11/15/2024 | Jane Street Group LLC | 7,660 | $660K | 0.0% | N/A | 0.118% | |
| 11/15/2024 | Stifel Financial Corp | 65,314 | $5.63M | 0.0% | -6.6% | 1.005% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 16,482 | $1.42M | 0.0% | +2.5% | 0.254% | |
| 11/15/2024 | HighTower Advisors LLC | 3,221 | $278K | 0.0% | N/A | 0.050% | |
| 11/13/2024 | FMR LLC | 1,193 | $103K | 0.0% | -55.0% | 0.018% | |
| 11/6/2024 | Rossmore Private Capital | 21,700 | $1.87M | 0.2% | -1.6% | 0.334% | |
| 11/5/2024 | Nations Financial Group Inc. IA ADV | 12,207 | $1.05M | 0.1% | +2.0% | 0.188% | |
| 10/24/2024 | Patriot Financial Group Insurance Agency LLC | 6,151 | $530K | 0.1% | -3.7% | 0.095% | |
| 10/24/2024 | Hibernia Wealth Partners LLC | 7,615 | $656K | 0.2% | N/A | 0.117% | |
| 10/23/2024 | Silver Oak Securities Incorporated | 125,988 | $10.83M | 1.1% | -1.3% | 1.938% | |
| 10/22/2024 | Private Advisor Group LLC | 132,755 | $11.44M | 0.1% | +0.1% | 2.042% | |
| 10/21/2024 | Calton & Associates Inc. | 2,748 | $237K | 0.1% | -5.1% | 0.042% | |
| 10/18/2024 | Raymond James & Associates | 45,063 | $3.88M | 0.0% | -5.8% | 0.693% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 2,953 | $254K | 0.0% | -3.8% | 0.045% | |
| 10/9/2024 | TAP Consulting LLC | 81,208 | $7.00M | 1.4% | +4.2% | 1.249% | |
| 10/3/2024 | Private Client Services LLC | 2,877 | $248K | 0.1% | +8.9% | 0.044% | |
| 9/5/2024 | Sanctuary Advisors LLC | 11,203 | $877K | 0.0% | N/A | 0.172% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 111,204 | $8.82M | 0.0% | +89.8% | 1.711% | |
| 8/16/2024 | Creative Planning | 8,688 | $689K | 0.0% | +3.8% | 0.134% | |
| 8/15/2024 | Smith Thornton Advisors LLC | 14,267 | $1.13M | 0.8% | N/A | 0.219% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 1,077 | $89K | 0.0% | +25.1% | 0.017% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 116,478 | $9.24M | 0.0% | -0.8% | 1.792% | |
| 8/6/2024 | TAP Consulting LLC | 77,914 | $6.18M | 1.3% | +9.6% | 1.199% | |
| 8/5/2024 | Private Advisor Group LLC | 132,562 | $10.52M | 0.1% | -3.3% | 2.039% | |
| 8/2/2024 | Larson Financial Group LLC | 51,420 | $4.08M | 0.3% | N/A | 0.791% | |
| 7/30/2024 | Key Financial Inc | 400 | $32K | 0.0% | N/A | 0.006% | |
| 7/29/2024 | Nations Financial Group Inc. IA ADV | 11,967 | $950K | 0.1% | +1.5% | 0.184% | |
| 7/29/2024 | Private Client Services LLC | 2,643 | $210K | 0.1% | N/A | 0.041% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 27,600 | $2.19M | 0.0% | +3.8% | 0.425% | |
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| 7/26/2024 | Signature Estate & Investment Advisors LLC | 3,055 | $242K | 0.0% | N/A | 0.047% | |
| 7/26/2024 | Allspring Global Investments Holdings LLC | 13,600 | $1.08M | 0.0% | N/A | 0.209% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 264,235 | $20.97M | 0.0% | -0.5% | 4.065% | |
| 6/11/2024 | EverSource Wealth Advisors LLC | 861 | $67K | 0.0% | -48.5% | 0.013% | |
| 5/24/2024 | Cetera Advisors LLC | 4,261 | $347K | 0.0% | -5.1% | 0.066% | |
| 5/17/2024 | Comerica Bank | 277,481 | $22.58M | 0.1% | -4.3% | 4.269% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 2,505 | $204K | 0.0% | N/A | 0.039% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 3,118 | $254K | 0.0% | -8.2% | 0.048% | |
| 4/30/2024 | Private Advisor Group LLC | 137,099 | $11.15M | 0.1% | -9.9% | 2.093% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 49,649 | $4.04M | 0.0% | -5.4% | 0.758% | |
