| 5/19/2026 | Bank of America Corp DE | 174,838 | $4.78M | 0.0% | +332.2% | 2.086% | |
| 5/18/2026 | Royal Bank of Canada | 34,599 | $946K | 0.0% | +12.1% | 0.413% | |
| 5/14/2026 | Renaissance Technologies LLC | 19,000 | $519K | 0.0% | N/A | 0.227% | |
| 5/13/2026 | Cetera Investment Advisers | 22,619 | $618K | 0.0% | -2.6% | 0.270% | |
| 5/13/2026 | Clearwater Capital Advisors LLC | 261,011 | $7.13M | 0.6% | +19.2% | 3.115% | |
| 5/5/2026 | Wealthfront Advisers LLC | 30,000 | $820K | 0.0% | -44.6% | 0.358% | |
| 5/4/2026 | Y.D. More Investments Ltd | 2,801 | $76K | 0.0% | -12.5% | 0.033% | |
| 4/27/2026 | Lodestar Private Asset Management LLC | 13,103 | $358K | 0.0% | +125.2% | 0.156% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 1,406 | $49K | 0.0% | +312.3% | 0.017% | |
| 3/16/2026 | Osbon Capital Management LLC | 7,759 | $272K | 0.3% | N/A | 0.094% | |
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| 2/18/2026 | Quadrature Capital Ltd | 26,143 | $915K | 0.0% | N/A | 0.316% | |
| 2/17/2026 | Cetera Investment Advisers | 23,227 | $813K | 0.0% | -9.5% | 0.281% | |
| 2/17/2026 | Trexquant Investment LP | 5,967 | $209K | 0.0% | N/A | 0.072% | |
| 2/17/2026 | Osaic Holdings Inc. | 16,555 | $580K | 0.0% | +9.9% | 0.200% | |
| 2/17/2026 | Royal Bank of Canada | 30,875 | $1.08M | 0.0% | -33.2% | 0.373% | |
| 2/16/2026 | Arax Advisory Partners | 17,532 | $614K | 0.0% | N/A | 0.212% | |
| 2/13/2026 | Kestra Advisory Services LLC | 1,871 | $66K | 0.0% | N/A | 0.023% | |
| 2/13/2026 | Ieq Capital LLC | 132,016 | $4.62M | 0.0% | -33.5% | 1.596% | |
| 2/13/2026 | Wells Fargo & Company MN | 28,202 | $987K | 0.0% | -7.4% | 0.341% | |
| 2/12/2026 | Jane Street Group LLC | 13,265 | $464K | 0.0% | +46.7% | 0.160% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 6,888 | $241K | 0.0% | -23.0% | 0.083% | |
| 2/12/2026 | Sumitomo Mitsui Financial Group Inc. | 29,728 | $1.04M | 0.0% | -40.9% | 0.359% | |
| 2/11/2026 | Cerity Partners LLC | 15,303 | $536K | 0.0% | -2.4% | 0.185% | |
| 2/11/2026 | LPL Financial LLC | 57,777 | $2.02M | 0.0% | -24.0% | 0.699% | |
| 2/11/2026 | Franklin Resources Inc. | 5,222 | $183K | 0.0% | -63.4% | 0.063% | |
| 2/11/2026 | JPMorgan Chase & Co. | 127,188 | $4.45M | 0.0% | -45.7% | 1.538% | |
| 2/11/2026 | Pinebridge Investments LLC | 8,937 | $313K | 0.0% | N/A | 0.108% | |
| 2/11/2026 | SFI Advisors LLC | 11,199 | $392K | 0.3% | -17.0% | 0.135% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 190,277 | $6.66M | 0.0% | -25.5% | 2.301% | |
| 2/9/2026 | Endowment Wealth Management Inc. | 15,441 | $541K | 0.2% | +39.6% | 0.187% | |
| 2/9/2026 | Clearwater Capital Advisors LLC | 218,956 | $7.67M | 0.6% | +4.3% | 2.648% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 12,882 | $451K | 0.0% | +6.1% | 0.156% | |
| 2/6/2026 | HighTower Advisors LLC | 11,163 | $391K | 0.0% | -35.7% | 0.135% | |
| 2/5/2026 | AlphaCore Capital LLC | 892 | $31K | 0.0% | N/A | 0.011% | |
| 2/4/2026 | Byrne Financial Freedom LLC | 118,958 | $4.17M | 1.9% | +7.3% | 1.438% | |
| 1/30/2026 | Wealthfront Advisers LLC | 54,169 | $1.90M | 0.0% | -10.0% | 0.696% | |
| 1/29/2026 | Comprehensive Financial Consultants Institutional Inc. | 6,993 | $245K | 0.1% | +18.7% | 0.090% | |
| 1/29/2026 | UBS Group AG | 106,337 | $3.72M | 0.0% | -27.1% | 1.367% | |
| 1/28/2026 | O ROURKE & COMPANY Inc | 5,974 | $209K | 0.1% | -11.4% | 0.077% | |
| 1/28/2026 | Milestone Asset Management LLC | 10,865 | $380K | 0.1% | +25.8% | 0.140% | |
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| 1/28/2026 | Joseph P. Lucia & Associates LLC | 26,819 | $939K | 0.3% | -21.6% | 0.345% | |
| 1/26/2026 | Merit Financial Group LLC | 7,328 | $257K | 0.0% | N/A | 0.095% | |
| 1/26/2026 | CWM LLC | 12,359 | $433K | 0.0% | -11.3% | 0.160% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 1,800 | $63K | 0.0% | N/A | 0.024% | |
| 1/21/2026 | Y.D. More Investments Ltd | 3,201 | $113K | 0.0% | -43.9% | 0.043% | |
| 1/16/2026 | Selective Wealth Management Inc. | 261,178 | $8.55M | 2.7% | -6.5% | 3.370% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 6,318 | $222K | 0.0% | N/A | 0.076% | |
| 1/1/2026 | JPMorgan Chase & Co. | 234,441 | $8.25M | 0.0% | +2.9% | 2.720% | |
| 11/17/2025 | Larson Financial Group LLC | 5,225 | $184K | 0.0% | -11.7% | 0.061% | |
| 11/17/2025 | Bank of America Corp DE | 66,091 | $2.32M | 0.0% | +81.6% | 0.766% | |
| 11/17/2025 | Ameriprise Financial Inc. | 6,942 | $244K | 0.0% | N/A | 0.080% | |
| 11/14/2025 | Raymond James Financial Inc. | 15,332 | $539K | 0.0% | -90.6% | 0.178% | |
| 11/14/2025 | Tower Research Capital LLC TRC | 22,007 | $774K | 0.0% | +165.0% | 0.255% | |
| 11/14/2025 | Two Sigma Investments LP | 143,086 | $5.03M | 0.0% | -8.0% | 1.658% | |
| 11/13/2025 | UBS Group AG | 145,851 | $5.13M | 0.0% | -3.7% | 1.690% | |
| 11/12/2025 | Creative Financial Designs Inc. ADV | 12,145 | $427K | 0.0% | +116.9% | 0.141% | |
| 11/12/2025 | Sumitomo Mitsui Financial Group Inc. | 50,291 | $1.77M | 0.0% | -14.0% | 0.583% | |
| 11/10/2025 | Y.D. More Investments Ltd | 5,701 | $200K | 0.0% | +8.6% | 0.066% | |
| 11/7/2025 | JPMorgan Chase & Co. | 234,441 | $8.25M | 0.0% | +2.9% | 2.717% | |
| 11/6/2025 | Endowment Wealth Management Inc. | 11,064 | $389K | 0.2% | +33.2% | 0.128% | |
| 11/6/2025 | Wealthfront Advisers LLC | 60,221 | $2.12M | 0.0% | -2.7% | 0.698% | |
| 11/3/2025 | Oxler Private Wealth LLC | 9,325 | $328K | 0.1% | -3.9% | 0.108% | |
| 10/29/2025 | SFI Advisors LLC | 13,490 | $474K | 0.3% | -7.0% | 0.161% | |
| 10/28/2025 | Lodestar Private Asset Management LLC | 6,096 | $214K | 0.0% | -31.1% | 0.073% | |
| 10/20/2025 | Yarbrough Capital LLC | 38,565 | $1.36M | 0.0% | -76.7% | 0.457% | |
| 10/17/2025 | Perigon Wealth Management LLC | 11,468 | $403K | 0.0% | -5.7% | 0.135% | |
| 10/16/2025 | Comprehensive Financial Consultants Institutional Inc. | 5,892 | $207K | 0.1% | N/A | 0.069% | |
| 10/15/2025 | CWM LLC | 13,927 | $490K | 0.0% | -8.2% | 0.164% | |
| 10/15/2025 | Milestone Asset Management LLC | 8,635 | $304K | 0.1% | N/A | 0.102% | |
| 10/10/2025 | Selective Wealth Management Inc. | 279,317 | $9.71M | 3.1% | -5.3% | 3.086% | |
| 10/8/2025 | Cypress Point Wealth Management LLC | 17,633 | $620K | 0.1% | +80.0% | 0.198% | |
| 9/4/2025 | Osaic Holdings Inc. | 9,092 | $329K | 0.0% | +17.3% | 0.090% | |
| 8/15/2025 | Tower Research Capital LLC TRC | 8,306 | $300K | 0.0% | N/A | 0.083% | |
| 8/15/2025 | Smartleaf Asset Management LLC | 4,428 | $158K | 0.0% | +17.3% | 0.044% | |
| 8/15/2025 | Curi Capital LLC | 598,972 | $21.65M | 0.4% | +13.5% | 5.960% | |
| 8/15/2025 | Byrne Financial Freedom LLC | 94,900 | $3.43M | 1.7% | +1.4% | 0.944% | |
| 8/15/2025 | Bank of America Corp DE | 36,397 | $1.32M | 0.0% | -80.9% | 0.362% | |
| 8/14/2025 | Ieq Capital LLC | 199,456 | $7.21M | 0.0% | -3.1% | 1.985% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 17,361 | $627K | 0.0% | -62.8% | 0.173% | |
| 8/14/2025 | Cerity Partners LLC | 16,194 | $585K | 0.0% | -3.8% | 0.161% | |
| 8/13/2025 | Flow Traders U.S. LLC | 24,619 | $890K | 0.0% | N/A | 0.245% | |
| 8/13/2025 | Marshall Wace LLP | 26,605 | $962K | 0.0% | +152.8% | 0.265% | |
| 8/13/2025 | CW Advisors LLC | 13,366 | $483K | 0.0% | N/A | 0.133% | |
| 8/13/2025 | Sumitomo Mitsui Financial Group Inc. | 58,506 | $2.11M | 0.0% | -19.3% | 0.582% | |
| 8/12/2025 | JPMorgan Chase & Co. | 227,808 | $8.23M | 0.0% | -0.2% | 2.267% | |
| 8/11/2025 | Y.D. More Investments Ltd | 5,251 | $190K | 0.0% | +32.9% | 0.052% | |
| 8/8/2025 | Cetera Investment Advisers | 30,380 | $1.10M | 0.0% | -10.4% | 0.302% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 5,600 | $202K | 0.0% | +85.4% | 0.056% | |
| 7/31/2025 | Wealthfront Advisers LLC | 61,892 | $2.24M | 0.0% | +0.8% | 0.616% | |
| 7/29/2025 | Joseph P. Lucia & Associates LLC | 33,955 | $1.23M | 0.5% | -5.3% | 0.338% | |
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| 7/25/2025 | Endowment Wealth Management Inc. | 8,309 | $300K | 0.2% | +26.9% | 0.082% | |
| 7/25/2025 | CWM LLC | 15,176 | $548K | 0.0% | +3.1% | 0.149% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 8,843 | $320K | 0.0% | -47.8% | 0.087% | |
| 7/22/2025 | OLD National Bancorp IN | 129,055 | $4.66M | 0.1% | N/A | 1.259% | |
| 7/18/2025 | O ROURKE & COMPANY Inc | 6,744 | $244K | 0.1% | -18.4% | 0.066% | |
| 7/16/2025 | Perigon Wealth Management LLC | 12,160 | $439K | 0.0% | -42.0% | 0.118% | |
| 7/15/2025 | North Star Investment Management Corp. | 1,625 | $59K | 0.0% | N/A | 0.016% | |
| 7/14/2025 | Opal Wealth Advisors LLC | 5,634 | $204K | 0.1% | +44.0% | 0.055% | |
| 7/10/2025 | Selective Wealth Management Inc. | 295,066 | $10.86M | 4.0% | -2.9% | 2.865% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 65,668 | $2.13M | 0.0% | -68.1% | 0.577% | |