| 5/19/2025 | Jane Street Group LLC | 32,822 | $1.59M | 0.0% | -21.3% | 0.561% | |
| 5/15/2025 | Royal Bank of Canada | 130,218 | $6.32M | 0.0% | +2.4% | 2.325% | |
| 5/14/2025 | Compound Planning Inc. | 41,646 | $2.02M | 0.1% | +18.1% | 0.744% | |
| 5/14/2025 | Flow Traders U.S. LLC | 14,324 | $695K | 0.0% | -63.3% | 0.256% | |
| 5/13/2025 | TriaGen Wealth Management LLC | 9,883 | $480K | 0.2% | -9.6% | 0.176% | |
| 5/13/2025 | HighTower Advisors LLC | 22,206 | $1.08M | 0.0% | +6.9% | 0.397% | |
| 5/12/2025 | Integrity Financial Corp WA | 4,742 | $230K | 0.1% | N/A | 0.085% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 6,222 | $302K | 0.0% | N/A | 0.111% | |
| 5/8/2025 | Entruity Wealth LLC | 20,987 | $1.02M | 1.0% | -2.8% | 0.375% | |
| 5/7/2025 | LPL Financial LLC | 717,461 | $34.83M | 0.0% | -5.7% | 12.812% | |
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| 5/6/2025 | Cetera Investment Advisers | 56,000 | $2.72M | 0.0% | +6.9% | 1.000% | |
| 5/6/2025 | Clifford Swan Investment Counsel LLC | 10,925 | $530K | 0.0% | N/A | 0.195% | |
| 4/30/2025 | New Insight Wealth Advisors | 30,202 | $1.47M | 0.7% | +11.4% | 0.544% | |
| 4/29/2025 | Chilton Capital Management LLC | 2,793 | $136K | 0.0% | -30.5% | 0.050% | |
| 4/28/2025 | Mutual Advisors LLC | 23,009 | $1.11M | 0.0% | +6.5% | 0.415% | |
| 4/28/2025 | Rossby Financial LCC | 3,000 | $145K | 0.1% | N/A | 0.054% | |
| 4/23/2025 | Climber Capital SA | 14,635 | $710K | 4.2% | N/A | 0.266% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 19,682 | $955K | 0.0% | -7.7% | 0.358% | |
| 4/22/2025 | Advisor Resource Council | 9,234 | $448K | 0.0% | N/A | 0.168% | |
| 4/21/2025 | CLG LLC | 4,348 | $211K | 0.1% | N/A | 0.079% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 4,130 | $200K | 0.0% | N/A | 0.075% | |
| 4/16/2025 | Southland Equity Partners LLC | 40,580 | $1.97M | 0.5% | -6.4% | 0.738% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 6,661 | $323K | 0.0% | -3.1% | 0.121% | |
| 4/16/2025 | Twin Peaks Wealth Advisors LLC | 15,002 | $717K | 0.3% | -25.1% | 0.273% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 1,999,125 | $97.04M | 1.9% | +4.7% | 36.348% | |
| 4/11/2025 | SeaCrest Wealth Management LLC | 4,546 | $221K | 0.0% | N/A | 0.083% | |
| 4/11/2025 | Magnus Financial Group LLC | 31,892 | $1.55M | 0.1% | +1.9% | 0.580% | |
| 4/10/2025 | Channel Wealth LLC | 29,697 | $1.44M | 0.4% | -22.5% | 0.540% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 6,877 | $340K | 0.0% | +4.1% | 0.125% | |
| 3/12/2025 | Centaurus Financial Inc. | 12,665 | $625K | 0.0% | N/A | 0.230% | |
| 2/24/2025 | Ameriflex Group Inc. | 1,543 | $76K | 0.0% | N/A | 0.028% | |
| 2/18/2025 | GTS Securities LLC | 14,306 | $706K | 0.0% | +232.9% | 0.260% | |
| 2/17/2025 | Citizens Business Bank | 128,886 | $6.36M | 1.2% | +35.8% | 2.343% | |
| 2/17/2025 | Cetera Investment Advisers | 52,388 | $2.59M | 0.0% | +13.0% | 0.953% | |
| 2/14/2025 | Jane Street Group LLC | 41,685 | $2.06M | 0.0% | +48.5% | 0.758% | |
| 2/14/2025 | MGO One Seven LLC | 13,600 | $671K | 0.0% | +67.9% | 0.247% | |
| 2/13/2025 | Guggenheim Capital LLC | 57,315 | $2.83M | 0.0% | +248.7% | 1.042% | |
| 2/13/2025 | Mariner LLC | 47,146 | $2.33M | 0.0% | +11.7% | 0.857% | |
| 2/13/2025 | Entruity Wealth LLC | 21,587 | $1.07M | 1.1% | N/A | 0.392% | |
| 2/13/2025 | Townsquare Capital LLC | 9,067 | $448K | 0.0% | +12.0% | 0.165% | |
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| 2/13/2025 | Rockefeller Capital Management L.P. | 28,000 | $1.38M | 0.0% | +40.0% | 0.509% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 5,914 | $292K | 0.0% | -67.8% | 0.108% | |
| 2/12/2025 | OLD Mission Capital LLC | 41,897 | $2.07M | 0.0% | N/A | 0.762% | |
| 2/11/2025 | LPL Financial LLC | 760,481 | $37.55M | 0.0% | +1.1% | 13.827% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 19,584 | $967K | 0.0% | +8.9% | 0.356% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 6,477 | $320K | 0.0% | +3.7% | 0.118% | |
| 2/10/2025 | Farther Finance Advisors LLC | 6,000 | $296K | 0.0% | N/A | 0.109% | |
| 2/7/2025 | HighTower Advisors LLC | 20,773 | $1.03M | 0.0% | +32.4% | 0.378% | |
| 2/7/2025 | Guild Investment Management Inc. | 6,000 | $296K | 0.3% | N/A | 0.109% | |
| 2/7/2025 | New Insight Wealth Advisors | 27,102 | $1.34M | 0.7% | +6.8% | 0.493% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 5,368 | $265K | 0.0% | +5.3% | 0.098% | |
| 2/4/2025 | Twin Peaks Wealth Advisors LLC | 20,040 | $989K | 0.4% | +46.9% | 0.364% | |
| 2/4/2025 | Integral Investment Advisors Inc. | 25,547 | $1.26M | 0.4% | -3.2% | 0.464% | |
| 2/3/2025 | Private Advisor Group LLC | 5,106 | $252K | 0.0% | +22.2% | 0.093% | |
| 1/30/2025 | Allworth Financial LP | 1,380 | $68K | 0.0% | -47.4% | 0.025% | |
| 1/24/2025 | Catalina Capital Group LLC | 23,530 | $1.16M | 0.4% | -1.0% | 0.424% | |
| 1/23/2025 | TriaGen Wealth Management LLC | 10,927 | $539K | 0.2% | -8.8% | 0.197% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 7,222 | $357K | 0.0% | N/A | 0.130% | |
| 1/21/2025 | Southland Equity Partners LLC | 43,345 | $2.14M | 0.5% | -39.5% | 0.781% | |
| 1/17/2025 | Mutual Advisors LLC | 21,613 | $1.06M | 0.0% | +4.7% | 0.389% | |
| 1/17/2025 | Magnus Financial Group LLC | 31,286 | $1.55M | 0.1% | +3.3% | 0.564% | |
| 1/17/2025 | Atomi Financial Group Inc. | 35,264 | $1.74M | 0.1% | N/A | 0.635% | |
| 1/15/2025 | Channel Wealth LLC | 38,320 | $1.89M | 0.6% | +3.1% | 0.690% | |
| 1/15/2025 | Towerpoint Wealth LLC | 8,216 | $406K | 0.2% | -4.9% | 0.148% | |
| 1/14/2025 | Ignite Planners LLC | 46,136 | $2.28M | 0.5% | +47.4% | 0.831% | |
| 1/13/2025 | Miracle Mile Advisors LLC | 1,909,177 | $94.26M | 1.9% | +6.4% | 34.400% | |
| 12/26/2024 | JPMorgan Chase & Co. | 2,470 | $124K | 0.0% | N/A | 0.047% | |
| 11/19/2024 | Citizens Business Bank | 94,928 | $4.76M | 1.0% | -3.0% | 1.808% | |
| 11/15/2024 | Jane Street Group LLC | 28,074 | $1.41M | 0.0% | +24.1% | 0.535% | |
| 11/15/2024 | HighTower Advisors LLC | 15,688 | $788K | 0.0% | +9.0% | 0.299% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 20,000 | $1.00M | 0.0% | N/A | 0.381% | |
| 11/14/2024 | CreativeOne Wealth LLC | 5,543 | $278K | 0.0% | N/A | 0.106% | |
| 11/13/2024 | Townsquare Capital LLC | 8,094 | $406K | 0.0% | N/A | 0.154% | |
| 11/12/2024 | Flagstar Advisors Inc. | 4,755 | $239K | 0.1% | -75.7% | 0.091% | |
| 11/12/2024 | Running Point Capital Advisors LLC | 31,348 | $1.57M | 0.6% | +0.8% | 0.597% | |
| 10/30/2024 | Catalina Capital Group LLC | 23,774 | $1.19M | 0.4% | -10.1% | 0.457% | |
| 10/25/2024 | Twin Peaks Wealth Advisors LLC | 13,639 | $684K | 0.3% | +5.2% | 0.262% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 6,606 | $331K | 0.0% | +37.0% | 0.127% | |
| 10/23/2024 | Allworth Financial LP | 2,622 | $132K | 0.0% | -30.2% | 0.050% | |
| 10/15/2024 | Magnus Financial Group LLC | 30,285 | $1.52M | 0.2% | +4.1% | 0.588% | |
| 10/10/2024 | Johnson Bixby & Associates LLC | 4,033 | $202K | 0.0% | N/A | 0.078% | |
| 10/8/2024 | Blue Zone Wealth Advisors LLC | 14,787 | $742K | 0.2% | N/A | 0.287% | |
| 10/8/2024 | Ignite Planners LLC | 31,303 | $1.57M | 0.4% | +1.1% | 0.608% | |
| 10/7/2024 | Miracle Mile Advisors LLC | 1,795,137 | $90.08M | 2.1% | +4.5% | 34.857% | |
| 8/22/2024 | Cetera Investment Advisers | 42,826 | $2.12M | 0.0% | +17.4% | 0.865% | |
| 8/10/2024 | Perennial Investment Advisors LLC | 6,526 | $323K | 0.0% | +4.0% | 0.132% | |
| 8/8/2024 | LPL Financial LLC | 664,470 | $32.91M | 0.0% | +14.2% | 13.424% | |
| 8/2/2024 | Larson Financial Group LLC | 900 | $45K | 0.0% | N/A | 0.018% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 18,395 | $911K | 0.0% | +5.6% | 0.372% | |
| 7/30/2024 | Integral Investment Advisors Inc. | 23,297 | $1.15M | 0.4% | +7.1% | 0.471% | |
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| 7/30/2024 | International Assets Investment Management LLC | 700 | $35K | 0.0% | N/A | 0.014% | |
| 7/26/2024 | Harbour Investments Inc. | 6,708 | $332K | 0.0% | +7.5% | 0.136% | |
| 7/24/2024 | Catalina Capital Group LLC | 26,450 | $1.31M | 0.5% | -17.1% | 0.534% | |
| 7/18/2024 | Miracle Mile Advisors LLC | 1,717,241 | $85.04M | 2.1% | +29.1% | 34.692% | |
| 7/12/2024 | Ignite Planners LLC | 30,971 | $1.53M | 0.4% | N/A | 0.632% | |
| 7/12/2024 | Southland Equity Partners LLC | 71,344 | $3.53M | 1.0% | +27.0% | 1.456% | |
| 5/24/2024 | Cetera Investment Advisers | 36,476 | $1.81M | 0.0% | +34.3% | 0.829% | |
| 5/9/2024 | New Insight Wealth Advisors | 19,623 | $974K | 0.6% | +62.2% | 0.446% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 4,930 | $245K | 0.0% | N/A | 0.112% | |
| 5/3/2024 | Catalina Capital Group LLC | 31,914 | $1.59M | 0.7% | -5.3% | 0.725% | |
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