| 5/20/2025 | Focus Partners Wealth | 274,387 | $7.26M | 0.0% | +1.3% | 1.153% | |
| 5/19/2025 | Jane Street Group LLC | 137,798 | $3.65M | 0.0% | +3.2% | 0.579% | |
| 5/16/2025 | Hancock Whitney Corp | 134,741 | $3.57M | 0.1% | +676.6% | 0.522% | |
| 5/16/2025 | Alliancebernstein L.P. | 781,157 | $20.68M | 0.0% | +0.1% | 3.028% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 27,039 | $716K | 0.0% | +1.9% | 0.105% | |
| 5/15/2025 | Royal Bank of Canada | 18,112 | $480K | 0.0% | +13.6% | 0.070% | |
| 5/15/2025 | MAI Capital Management | 1,347 | $36K | 0.0% | +711.4% | 0.005% | |
| 5/15/2025 | Baird Financial Group Inc. | 49,841 | $1.32M | 0.0% | -7.0% | 0.193% | |
| 5/14/2025 | Note Advisors LLC | 58,215 | $1.54M | 1.3% | +11.4% | 0.226% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 284,272 | $7.53M | 0.0% | -5.1% | 1.102% | |
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| 5/14/2025 | Kestra Advisory Services LLC | 46,968 | $1.24M | 0.0% | -19.4% | 0.182% | |
| 5/14/2025 | Compound Planning Inc. | 266,496 | $7.05M | 0.3% | +10.1% | 1.033% | |
| 5/14/2025 | Flow Traders U.S. LLC | 140,457 | $3.72M | 0.2% | N/A | 0.544% | |
| 5/14/2025 | Hsbc Holdings PLC | 18,577 | $492K | 0.0% | +12.3% | 0.072% | |
| 5/13/2025 | Sand Hill Global Advisors LLC | 29,930 | $792K | 0.0% | -42.3% | 0.116% | |
| 5/13/2025 | Cresset Asset Management LLC | 26,900 | $712K | 0.0% | +7.6% | 0.104% | |
| 5/13/2025 | Twin Focus Capital Partners LLC | 19,045 | $504K | 0.1% | -74.0% | 0.074% | |
| 5/13/2025 | HighTower Advisors LLC | 9,947 | $263K | 0.0% | +9.6% | 0.039% | |
| 5/13/2025 | Peak Financial Management Inc. | 244,053 | $6.46M | 1.9% | -0.4% | 0.946% | |
| 5/12/2025 | Simplex Trading LLC | 2,880 | $76K | 0.0% | +18.5% | 0.011% | |
| 5/9/2025 | Evolution Wealth Advisors LLC | 165,334 | $4.38M | 0.7% | -50.8% | 0.641% | |
| 5/7/2025 | Carrera Capital Advisors | 71,594 | $1.90M | 0.4% | -79.7% | 0.277% | |
| 5/7/2025 | LPL Financial LLC | 74,335 | $1.97M | 0.0% | -45.5% | 0.288% | |
| 5/6/2025 | Assetmark Inc. | 11,150 | $295K | 0.0% | N/A | 0.043% | |
| 5/6/2025 | Cetera Investment Advisers | 23,283 | $616K | 0.0% | -13.2% | 0.090% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 13,501 | $357K | 0.0% | +10.2% | 0.052% | |
| 5/6/2025 | AE Wealth Management LLC | 11,011 | $291K | 0.0% | +177.8% | 0.043% | |
| 5/6/2025 | VCI Wealth Management LLC | 180,093 | $4.77M | 2.0% | +3.9% | 0.698% | |
| 5/5/2025 | Nwam LLC | 158,429 | $4.19M | 0.4% | -13.7% | 0.614% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 17,922 | $474K | 0.0% | -8.5% | 0.069% | |
| 5/2/2025 | Pettinga Financial Advisors LLC | 55,754 | $1.48M | 0.3% | +209.6% | 0.216% | |
| 5/1/2025 | CWM LLC | 17,416 | $461K | 0.0% | -6.1% | 0.068% | |
| 4/30/2025 | Cerity Partners LLC | 39,103 | $1.04M | 0.0% | +35.7% | 0.152% | |
| 4/30/2025 | Trek Financial LLC | 48,650 | $1.29M | 0.1% | N/A | 0.189% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 92,091 | $2.44M | 0.0% | -10.0% | 0.357% | |
| 4/29/2025 | Wayfinding Financial LLC | 1,664 | $44K | 0.0% | N/A | 0.006% | |
| 4/28/2025 | Vontobel Holding Ltd. | 323,300 | $8.56M | 0.0% | N/A | 1.253% | |
| 4/25/2025 | Tradewinds Capital Management LLC | 1,053,158 | $27.88M | 7.5% | N/A | 4.082% | |
| 4/25/2025 | Northwest Wealth Management LLC | 9,857 | $261K | 0.1% | +4.7% | 0.038% | |
| 4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 133,293 | $3.53M | 0.0% | -12.4% | 0.517% | |
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| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 15,000 | $392K | 0.0% | -44.0% | 0.058% | |
| 4/23/2025 | Perigon Wealth Management LLC | 22,781 | $603K | 0.0% | +53.0% | 0.090% | |
| 4/22/2025 | Cabana LLC | 39,852 | $1.06M | 6.6% | -53.3% | 0.158% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 23,067 | $611K | 0.0% | -4.9% | 0.092% | |
| 4/22/2025 | Madison Wealth Partners Inc | 13,757 | $364K | 0.1% | -7.5% | 0.055% | |
| 4/22/2025 | Hubbell Strickland Wealth Management LLC | 13,674 | $362K | 0.2% | -5.9% | 0.054% | |
| 4/21/2025 | Avior Wealth Management LLC | 87,778 | $2.32M | 0.1% | -1.7% | 0.348% | |
| 4/17/2025 | Arkansas Financial Group Inc. | 70,171 | $1.70M | 0.3% | +5.4% | 0.277% | |
| 4/17/2025 | Cliftonlarsonallen Wealth Advisors LLC | 10,362 | $274K | 0.0% | -9.6% | 0.041% | |
| 4/15/2025 | Alhambra Investment Management LLC | 77,981 | $2.06M | 1.1% | +20.4% | 0.308% | |
| 4/14/2025 | Farther Finance Advisors LLC | 2,718 | $72K | 0.0% | +56.4% | 0.011% | |
| 4/11/2025 | Godsey & Gibb Inc. | 1,212 | $32K | 0.0% | N/A | 0.005% | |
| 4/11/2025 | Pines Wealth Management LLC | 34,314 | $908K | 0.4% | -23.8% | 0.135% | |
| 4/10/2025 | EWG Elevate Inc. | 21,256 | $563K | 0.2% | -7.3% | 0.084% | |
| 4/8/2025 | Aletheian Wealth Advisors LLC | 45,604 | $1.21M | 0.7% | +16.7% | 0.180% | |
| 4/8/2025 | Marion Wealth Management | 24,214 | $641K | 0.2% | -36.7% | 0.095% | |
| 4/7/2025 | AdvisorNet Financial Inc | 1,369 | $36K | 0.0% | +961.2% | 0.005% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 8,684 | $220K | 0.0% | N/A | 0.032% | |
| 2/18/2025 | Sunbelt Securities Inc. | 133,848 | $3.37M | 0.3% | +28,257.6% | 0.498% | |
| 2/18/2025 | Pettinga Financial Advisors LLC | 18,008 | $456K | 0.1% | -52.3% | 0.067% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 26,529 | $671K | 0.0% | +46.5% | 0.099% | |
| 2/18/2025 | Note Advisors LLC | 52,264 | $1.32M | 1.2% | N/A | 0.194% | |
| 2/17/2025 | Focus Partners Wealth | 270,972 | $6.86M | 0.0% | +20.3% | 1.007% | |
| 2/17/2025 | Fairview Capital Investment Management LLC | 84,321 | $2.13M | 0.1% | -48.2% | 0.313% | |
| 2/17/2025 | CoreCap Advisors LLC | 9,789 | $248K | 0.0% | -4.6% | 0.036% | |
| 2/17/2025 | Cetera Investment Advisers | 26,827 | $679K | 0.0% | +15.2% | 0.100% | |
| 2/17/2025 | Baird Financial Group Inc. | 53,578 | $1.36M | 0.0% | N/A | 0.199% | |
| 2/17/2025 | Bank of America Corp DE | 2,822,053 | $71.43M | 0.0% | -1.2% | 10.491% | |
| 2/17/2025 | Ameriprise Financial Inc. | 265,245 | $6.71M | 0.0% | -32.3% | 0.986% | |
| 2/17/2025 | Ancora Advisors LLC | 6,750 | $171K | 0.0% | +51.5% | 0.025% | |
| 2/14/2025 | Jane Street Group LLC | 133,494 | $3.38M | 0.0% | +285.6% | 0.496% | |
| 2/14/2025 | Two Sigma Securities LLC | 14,671 | $371K | 0.0% | +34.9% | 0.055% | |
| 2/14/2025 | Hancock Whitney Corp | 17,350 | $439K | 0.0% | -11.4% | 0.064% | |
| 2/14/2025 | Hsbc Holdings PLC | 16,541 | $419K | 0.0% | +20.5% | 0.061% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 1,015 | $26K | 0.0% | N/A | 0.004% | |
| 2/14/2025 | Transce3nd LLC | 1,970 | $50K | 0.0% | N/A | 0.007% | |
| 2/14/2025 | MML Investors Services LLC | 182,675 | $4.62M | 0.0% | +3.7% | 0.679% | |
| 2/14/2025 | GeoWealth Management LLC | 5,624 | $142K | 0.0% | +24.8% | 0.021% | |
| 2/13/2025 | NewEdge Advisors LLC | 211,397 | $5.35M | 0.0% | +22.0% | 0.786% | |
| 2/13/2025 | Mariner LLC | 47,757 | $1.21M | 0.0% | -47.1% | 0.178% | |
| 2/13/2025 | Sand Hill Global Advisors LLC | 51,852 | $1.31M | 0.1% | N/A | 0.193% | |
| 2/13/2025 | Cerity Partners LLC | 28,816 | $729K | 0.0% | -54.1% | 0.107% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 102,361 | $2.59M | 0.0% | -89.9% | 0.381% | |
| 2/12/2025 | Alliancebernstein L.P. | 780,255 | $19.75M | 0.0% | +4.7% | 2.901% | |
| 2/12/2025 | CIBC Private Wealth Group LLC | 5,906 | $151K | 0.0% | +105.4% | 0.022% | |
| 2/12/2025 | WealthTrak Capital Management LLC | 1,437 | $36K | 0.0% | N/A | 0.005% | |
| 2/11/2025 | LPL Financial LLC | 136,449 | $3.45M | 0.0% | -4.4% | 0.507% | |
| 2/10/2025 | Corient Private Wealth LLC | 19,152 | $485K | 0.0% | -20.9% | 0.071% | |
| 2/10/2025 | Northwest Wealth Management LLC | 9,415 | $238K | 0.1% | +13.0% | 0.035% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 24,845 | $629K | 0.0% | -26.7% | 0.092% | |
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| 2/7/2025 | HighTower Advisors LLC | 9,072 | $230K | 0.0% | -26.9% | 0.034% | |
| 2/7/2025 | Dorsey & Whitney Trust CO LLC | 8,729 | $221K | 0.0% | N/A | 0.032% | |
| 2/6/2025 | Carrera Capital Advisors | 353,160 | $8.94M | 2.1% | +14.3% | 1.303% | |
| 2/5/2025 | Smartleaf Asset Management LLC | 4,323 | $109K | 0.0% | +1,664.5% | 0.016% | |
| 2/5/2025 | New York Life Investment Management LLC | 122,432 | $3.10M | 0.0% | -1.0% | 0.452% | |
| 2/5/2025 | Nwam LLC | 183,521 | $4.65M | 0.3% | +10.9% | 0.677% | |
| 2/3/2025 | O Brien Greene & Co. Inc | 11,010 | $279K | 0.1% | +5.8% | 0.041% | |
| 2/3/2025 | Private Advisor Group LLC | 28,333 | $717K | 0.0% | N/A | 0.105% | |
| 1/31/2025 | Truist Financial Corp | 506,926 | $12.83M | 0.0% | -81.1% | 1.878% | |
| 1/30/2025 | Principal Securities Inc. | 8,988 | $227K | 0.0% | -13.0% | 0.033% | |
