| 5/21/2025 | Geneos Wealth Management Inc. | 21,467 | $612K | 0.0% | -9.6% | 0.019% | |
| 5/20/2025 | Belpointe Asset Management LLC | 10,000 | $285K | 0.0% | N/A | 0.009% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 10,000 | $285K | 0.1% | N/A | 0.009% | |
| 5/16/2025 | Empowered Funds LLC | 54,124 | $1.54M | 0.0% | N/A | 0.051% | |
| 5/16/2025 | Strait & Sound Wealth Management LLC | 15,307 | $436K | 0.2% | N/A | 0.014% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 24,985 | $712K | 0.0% | N/A | 0.024% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 471,152 | $13.42M | 0.0% | +34.0% | 0.445% | |
| 5/16/2025 | Jones Financial Companies Lllp | 5,567 | $159K | 0.0% | +127.2% | 0.005% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 123,430 | $3.52M | 0.0% | N/A | 0.117% | |
| 5/15/2025 | Unisphere Establishment | 332,500 | $9.47M | 0.1% | N/A | 0.314% | |
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| 5/15/2025 | Royal Bank of Canada | 418,646 | $11.93M | 0.0% | +158.3% | 0.395% | |
| 5/15/2025 | Baird Financial Group Inc. | 43,404 | $1.24M | 0.0% | +231.9% | 0.041% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 34,949 | $996K | 0.1% | -40.1% | 0.033% | |
| 5/14/2025 | Comerica Bank | 45,760 | $1.30M | 0.0% | +13.1% | 0.043% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 5,172 | $147K | 0.0% | +161.5% | 0.005% | |
| 5/14/2025 | Compound Planning Inc. | 14,295 | $407K | 0.0% | N/A | 0.013% | |
| 5/14/2025 | CW Advisors LLC | 843,537 | $24.03M | 0.3% | -30.1% | 0.797% | |
| 5/14/2025 | Hsbc Holdings PLC | 66,448 | $1.89M | 0.0% | +217.1% | 0.063% | |
| 5/14/2025 | bLong Financial LLC | 281,556 | $8.02M | 7.1% | N/A | 0.266% | |
| 5/13/2025 | 17 Capital Partners LLC | 9,100 | $259K | 0.2% | N/A | 0.009% | |
| 5/13/2025 | Raymond James Financial Inc. | 547,450 | $15.60M | 0.0% | +119.8% | 0.517% | |
| 5/13/2025 | Azimuth Capital Investment Management LLC | 544,630 | $15.52M | 0.6% | +1.0% | 0.514% | |
| 5/12/2025 | SouthState Corp | 1,513 | $43K | 0.0% | N/A | 0.001% | |
| 5/12/2025 | JPMorgan Chase & Co. | 8,264,032 | $235.44M | 0.0% | -20.3% | 7.804% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 24,279 | $692K | 0.0% | N/A | 0.023% | |
| 5/9/2025 | Liberty Wealth Management LLC | 143,594 | $4.09M | 0.1% | N/A | 0.136% | |
| 5/9/2025 | Cumberland Partners Ltd | 122,935 | $3.50M | 0.3% | N/A | 0.116% | |
| 5/8/2025 | US Bancorp DE | 1,114 | $32K | 0.0% | -42.2% | 0.001% | |
| 5/7/2025 | LPL Financial LLC | 416,375 | $11.86M | 0.0% | +101.9% | 0.393% | |
| 5/7/2025 | TD Asset Management Inc | 1,243,902 | $35.44M | 0.0% | N/A | 1.175% | |
| 5/6/2025 | Cetera Investment Advisers | 181,932 | $5.18M | 0.0% | N/A | 0.172% | |
| 5/5/2025 | Calton & Associates Inc. | 224,880 | $6.93M | 0.8% | +1,267.1% | 0.212% | |
| 5/5/2025 | Private Advisor Group LLC | 10,487 | $299K | 0.0% | +6.6% | 0.010% | |
| 5/1/2025 | CWM LLC | 2,061 | $59K | 0.0% | +62.5% | 0.002% | |
| 5/1/2025 | Alaska Permanent Capital Management LLC | 606,579 | $17.26M | 1.5% | N/A | 0.574% | |
| 5/1/2025 | Alaska Wealth Advisors | 289,256 | $8.24M | 1.3% | N/A | 0.274% | |
| 5/1/2025 | Harmony Asset Management LLC | 27,440 | $782K | 0.3% | N/A | 0.026% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 2,072,964 | $59.06M | 0.0% | +265.8% | 1.963% | |
| 4/29/2025 | Viewpoint Capital Management LLC | 124,767 | $3.56M | 1.9% | -3.3% | 0.118% | |
| 4/29/2025 | Riggs Asset Managment Co. Inc. | 107,854 | $3.07M | 0.9% | N/A | 0.102% | |
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| 4/29/2025 | World Investment Advisors | 20,193 | $575K | 0.0% | N/A | 0.019% | |
| 4/28/2025 | DAVENPORT & Co LLC | 8,516 | $243K | 0.0% | N/A | 0.008% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 7,469 | $213K | 0.0% | N/A | 0.007% | |
| 4/25/2025 | Waterfront Wealth Inc. | 242,304 | $6.90M | 1.7% | -2.7% | 0.229% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 227,600 | $6.57M | 0.0% | N/A | 0.216% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 34,189 | $974K | 0.0% | N/A | 0.032% | |
| 4/22/2025 | Garde Capital Inc. | 1,680 | $48K | 0.0% | N/A | 0.002% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 48,140 | $1.37M | 0.0% | N/A | 0.046% | |
| 4/21/2025 | Friedenthal Financial | 4,087 | $116K | 0.1% | N/A | 0.004% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 175,419 | $5.00M | 0.0% | +166.2% | 0.167% | |
| 4/17/2025 | North Star Investment Management Corp. | 146,653 | $4.18M | 0.3% | +3,284.6% | 0.139% | |
| 4/16/2025 | Farmers & Merchants Investments Inc. | 1,708 | $49K | 0.0% | N/A | 0.002% | |
| 4/14/2025 | Farther Finance Advisors LLC | 15,772 | $451K | 0.0% | -5.0% | 0.015% | |
| 4/14/2025 | Park Avenue Securities LLC | 62,086 | $1.77M | 0.0% | +97.7% | 0.059% | |
| 4/9/2025 | Anderson Hoagland & Co. | 38,946 | $1.11M | 0.1% | N/A | 0.037% | |
| 4/7/2025 | GAMMA Investing LLC | 49,801 | $1.42M | 0.0% | +2,708.9% | 0.047% | |
| 4/4/2025 | Webster Bank N. A. | 1,071 | $31K | 0.0% | N/A | 0.001% | |
| 2/17/2025 | Circle Wealth Management LLC | 26,646 | $621K | 0.0% | +3.6% | 0.034% | |
| 2/17/2025 | D. E. Shaw & Co. Inc. | 29,737 | $693K | 0.0% | N/A | 0.038% | |
| 2/17/2025 | Captrust Financial Advisors | 10,904 | $254K | 0.0% | N/A | 0.014% | |
| 2/17/2025 | Baird Financial Group Inc. | 13,076 | $305K | 0.0% | +13.5% | 0.017% | |
| 2/17/2025 | Bank of America Corp DE | 206,146 | $4.80M | 0.0% | -22.7% | 0.261% | |
| 2/17/2025 | Ameriprise Financial Inc. | 36,666 | $854K | 0.0% | +5.2% | 0.047% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 1,170 | $27K | 0.0% | -33.1% | 0.001% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 10,105 | $235K | 0.0% | -75.2% | 0.013% | |
| 2/14/2025 | Jane Street Group LLC | 927,901 | $21.62M | 0.0% | -50.4% | 1.177% | |
| 2/14/2025 | Comerica Bank | 40,446 | $942K | 0.0% | -1.7% | 0.051% | |
| 2/14/2025 | Hsbc Holdings PLC | 20,953 | $488K | 0.0% | N/A | 0.027% | |
| 2/14/2025 | MML Investors Services LLC | 47,077 | $1.10M | 0.0% | -9.9% | 0.060% | |
| 2/13/2025 | Mariner LLC | 24,663 | $575K | 0.0% | +20.7% | 0.031% | |
| 2/13/2025 | BTG Pactual Asset Management US LLC | 4,575 | $107K | 0.0% | N/A | 0.006% | |
| 2/13/2025 | Townsquare Capital LLC | 11,393 | $265K | 0.0% | N/A | 0.014% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 22,222 | $518K | 0.0% | +2.4% | 0.028% | |
| 2/13/2025 | Raymond James Financial Inc. | 249,049 | $5.80M | 0.0% | N/A | 0.316% | |
| 2/13/2025 | Azimuth Capital Investment Management LLC | 539,050 | $12.56M | 0.5% | -0.3% | 0.684% | |
| 2/13/2025 | Renaissance Technologies LLC | 87,600 | $2.04M | 0.0% | -1.6% | 0.111% | |
| 2/13/2025 | Bank of Montreal Can | 35,695 | $832K | 0.0% | -88.3% | 0.045% | |
| 2/13/2025 | Russell Investments Group Ltd. | 1,816 | $42K | 0.0% | N/A | 0.002% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 566,694 | $13.20M | 0.0% | -0.2% | 0.719% | |
| 2/13/2025 | Wells Fargo & Company MN | 31,679 | $738K | 0.0% | -16.0% | 0.040% | |
| 2/12/2025 | O Shaughnessy Asset Management LLC | 1,727 | $40K | 0.0% | +34.5% | 0.002% | |
| 2/12/2025 | Transamerica Financial Advisors Inc. | 58,383 | $1.36M | 0.1% | +3.3% | 0.074% | |
| 2/12/2025 | RiverFront Investment Group LLC | 526,298 | $12.26M | 0.3% | +7.6% | 0.667% | |
| 2/12/2025 | Blair William & Co. IL | 8,165 | $190K | 0.0% | -13.4% | 0.010% | |
| 2/12/2025 | JPMorgan Chase & Co. | 10,367,252 | $241.56M | 0.0% | -0.2% | 13.148% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 1,206,154 | $28.10M | 0.4% | +0.2% | 1.530% | |
| 2/11/2025 | LPL Financial LLC | 206,218 | $4.81M | 0.0% | -1.7% | 0.262% | |
| 2/11/2025 | Banco de Sabadell S.A | 37,407 | $871K | 0.7% | -3.9% | 0.047% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 17,714 | $413K | 0.0% | +3.7% | 0.022% | |
| 2/7/2025 | HighTower Advisors LLC | 108,740 | $2.53M | 0.0% | +2.8% | 0.138% | |
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| 2/7/2025 | PNC Financial Services Group Inc. | 1,932 | $45K | 0.0% | +50.0% | 0.002% | |
| 2/6/2025 | Raymond James Financial Inc. | 249,049 | $5.80M | 0.0% | N/A | 0.316% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 11,922 | $278K | 0.0% | +7.2% | 0.015% | |
| 2/6/2025 | Jones Financial Companies Lllp | 2,450 | $57K | 0.0% | +246.0% | 0.003% | |
| 2/5/2025 | Fisher Asset Management LLC | 28,313,803 | $659.71M | 0.3% | -3.5% | 35.908% | |
| 2/3/2025 | Waterfront Wealth Inc. | 249,120 | $5.80M | 1.4% | +3.3% | 0.316% | |
| 2/3/2025 | Parcion Private Wealth LLC | 12,650 | $295K | 0.0% | -16.8% | 0.016% | |
| 2/3/2025 | Private Advisor Group LLC | 9,839 | $229K | 0.0% | N/A | 0.012% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 14,401 | $326K | 0.0% | N/A | 0.018% | |
| 1/29/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 14,401 | $326K | 0.0% | N/A | 0.018% | |
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