| 6/2/2025 | Modern Wealth Management LLC | 540,330 | $7.69M | 0.2% | +0.5% | 0.468% | |
| 5/27/2025 | Jacobi Capital Management LLC | 11,256 | $160K | 0.0% | N/A | 0.010% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 2,544 | $36K | 0.0% | -25.4% | 0.002% | |
| 5/20/2025 | Belpointe Asset Management LLC | 13,469 | $192K | 0.0% | N/A | 0.012% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 13,469 | $192K | 0.0% | N/A | 0.012% | |
| 5/19/2025 | Jane Street Group LLC | 13,052 | $186K | 0.0% | N/A | 0.011% | |
| 5/16/2025 | NewEdge Advisors LLC | 53,335 | $759K | 0.0% | +5.8% | 0.046% | |
| 5/16/2025 | Concorde Asset Management LLC | 43,942 | $600K | 0.3% | +12.2% | 0.038% | |
| 5/16/2025 | Advisors Asset Management Inc. | 604,317 | $8.61M | 0.2% | -15.3% | 0.524% | |
| 5/15/2025 | Royal Bank of Canada | 1,601,377 | $22.80M | 0.0% | +3.1% | 1.388% | |
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| 5/15/2025 | Baird Financial Group Inc. | 21,282 | $303K | 0.0% | +37.3% | 0.018% | |
| 5/14/2025 | RB Capital Management LLC | 170,149 | $2.42M | 0.6% | +1.0% | 0.148% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 73,799 | $1.05M | 0.4% | +7.0% | 0.064% | |
| 5/14/2025 | Gabelli Funds LLC | 100,658 | $1.43M | 0.0% | -16.9% | 0.087% | |
| 5/14/2025 | PKS Advisory Services LLC | 20,532 | $290K | 0.1% | +6.1% | 0.018% | |
| 5/14/2025 | Comerica Bank | 85,877 | $1.22M | 0.0% | -7.8% | 0.074% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 52,581 | $749K | 0.0% | +23.4% | 0.046% | |
| 5/14/2025 | Tradition Wealth Management LLC | 13,237 | $188K | 0.0% | -14.6% | 0.011% | |
| 5/13/2025 | Raymond James Financial Inc. | 2,975,602 | $42.37M | 0.0% | -3.1% | 2.580% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 50,580 | $720K | 0.1% | +2.2% | 0.044% | |
| 5/13/2025 | HighTower Advisors LLC | 148,264 | $2.11M | 0.0% | +2.8% | 0.129% | |
| 5/12/2025 | SouthState Corp | 19,972 | $284K | 0.0% | +5.3% | 0.017% | |
| 5/12/2025 | Virtu Financial LLC | 10,932 | $156K | 0.0% | N/A | 0.009% | |
| 5/12/2025 | Invesco Ltd. | 16,504 | $235K | 0.0% | -26.3% | 0.014% | |
| 5/12/2025 | Benjamin Edwards Inc. | 73,571 | $1.05M | 0.0% | -17.5% | 0.064% | |
| 5/12/2025 | Wolverine Asset Management LLC | 7,834 | $112K | 0.0% | N/A | 0.007% | |
| 5/9/2025 | City of London Investment Management Co. Ltd. | 45,021 | $641K | 0.1% | -19.2% | 0.039% | |
| 5/9/2025 | Shaker Financial Services LLC | 284,397 | $4.05M | 1.6% | +281.7% | 0.247% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 11,492 | $164K | 0.0% | -9.4% | 0.010% | |
| 5/7/2025 | LPL Financial LLC | 1,919,691 | $27.34M | 0.0% | +52.3% | 1.664% | |
| 5/6/2025 | Cetera Investment Advisers | 33,788 | $481K | 0.0% | -29.8% | 0.029% | |
| 5/6/2025 | NorthStar Asset Management LLC NJ | 10,127 | $144K | 0.0% | N/A | 0.009% | |
| 5/6/2025 | Abel Hall LLC | 22,000 | $313K | 0.2% | +10.0% | 0.019% | |
| 5/6/2025 | Wedbush Securities Inc. | 24,969 | $356K | 0.0% | -3.1% | 0.022% | |
| 5/6/2025 | Triumph Capital Management | 62,628 | $892K | 0.3% | +7.7% | 0.054% | |
| 5/5/2025 | Blue Bell Private Wealth Management LLC | 472,636 | $6.73M | 1.3% | -2.4% | 0.410% | |
| 5/5/2025 | Keyes Stange & Wooten Wealth Management LLC | 14,047 | $200K | 0.1% | +30.9% | 0.012% | |
| 5/5/2025 | Private Advisor Group LLC | 156,122 | $2.22M | 0.0% | +13.8% | 0.135% | |
| 5/2/2025 | Apollon Wealth Management LLC | 42,926 | $611K | 0.0% | +6.1% | 0.037% | |
| 5/1/2025 | Cutter & CO Brokerage Inc. | 19,970 | $284K | 0.1% | +52.1% | 0.017% | |
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| 5/1/2025 | Whitener Capital Management Inc. | 46,172 | $657K | 0.2% | -7.6% | 0.040% | |
| 5/1/2025 | Focused Wealth Management Inc | 62,718 | $893K | 0.1% | +3.1% | 0.054% | |
| 4/29/2025 | Penserra Capital Management LLC | 315,029 | $4.49M | 0.1% | N/A | 0.273% | |
| 4/29/2025 | Calamos Advisors LLC | 27,244 | $388K | 0.0% | -21.1% | 0.024% | |
| 4/25/2025 | Waterfront Wealth Inc. | 441,474 | $6.29M | 1.5% | +3.4% | 0.383% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 158,174 | $2.25M | 0.0% | -37.0% | 0.137% | |
| 4/24/2025 | Beacon Financial Advisory LLC | 15,625 | $222K | 0.1% | -4.7% | 0.014% | |
| 4/23/2025 | HBK Sorce Advisory LLC | 18,896 | $269K | 0.0% | +5.1% | 0.016% | |
| 4/23/2025 | Consolidated Portfolio Review Corp | 46,400 | $661K | 0.1% | N/A | 0.040% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 208,136 | $2.96M | 0.0% | +25.6% | 0.180% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 124,521 | $1.77M | 0.0% | +2.6% | 0.108% | |
| 4/22/2025 | Advisor Resource Council | 30,439 | $433K | 0.0% | N/A | 0.026% | |
| 4/17/2025 | Inscription Capital LLC | 10,271 | $156K | 0.0% | N/A | 0.009% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 502,022 | $7.15M | 0.0% | +14.1% | 0.435% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 30,849 | $439K | 0.0% | +122.2% | 0.027% | |
| 4/14/2025 | Farther Finance Advisors LLC | 10,065 | $144K | 0.0% | +6,938.5% | 0.009% | |
| 4/14/2025 | Daymark Wealth Partners LLC | 23,757 | $338K | 0.0% | -21.7% | 0.021% | |
| 4/10/2025 | Bay Rivers Group | 40,274 | $574K | 0.3% | +37.6% | 0.035% | |
| 4/10/2025 | Hennion & Walsh Asset Management Inc. | 111,059 | $1.58M | 0.1% | +19.5% | 0.096% | |
| 4/8/2025 | Stolper Co | 48,832 | $695K | 0.2% | +2.8% | 0.042% | |
| 4/8/2025 | Rothschild Investment LLC | 194,268 | $2.77M | 0.2% | -0.4% | 0.168% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 13,883 | $219K | 0.0% | N/A | 0.012% | |
| 3/4/2025 | Comprehensive Money Management Services LLC | 46,830 | $740K | 0.6% | N/A | 0.041% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 14,510 | $229K | 0.0% | -27.0% | 0.013% | |
| 2/21/2025 | Vermillion Wealth Management Inc. | 1,834 | $29K | 0.0% | N/A | 0.002% | |
| 2/19/2025 | North Star Asset Management Inc. | 13,397 | $212K | 0.0% | -5.1% | 0.012% | |
| 2/18/2025 | RB Capital Management LLC | 168,405 | $2.66M | 0.6% | +6.6% | 0.146% | |
| 2/17/2025 | Waverly Advisors LLC | 50,753 | $802K | 0.0% | N/A | 0.044% | |
| 2/17/2025 | Royal Bank of Canada | 1,553,618 | $24.55M | 0.0% | +8.3% | 1.347% | |
| 2/17/2025 | Quantedge Capital Pte Ltd | 48,800 | $771K | 0.3% | -34.1% | 0.042% | |
| 2/17/2025 | Lazard Asset Management LLC | 556,039 | $8.79M | 0.0% | +13.2% | 0.482% | |
| 2/17/2025 | K2 Principal Fund L.P. | 18,723 | $296K | 0.0% | +39.7% | 0.016% | |
| 2/17/2025 | EP Wealth Advisors LLC | 13,025 | $206K | 0.0% | +9.0% | 0.011% | |
| 2/17/2025 | Cetera Investment Advisers | 48,099 | $760K | 0.0% | -84.1% | 0.042% | |
| 2/17/2025 | Captrust Financial Advisors | 273,765 | $4.33M | 0.0% | -10.0% | 0.237% | |
| 2/17/2025 | Bank of America Corp DE | 5,848,923 | $92.41M | 0.0% | +1.5% | 5.071% | |
| 2/17/2025 | Benjamin Edwards Inc. | 89,166 | $1.41M | 0.0% | -7.0% | 0.077% | |
| 2/14/2025 | AQR Arbitrage LLC | 157,693 | $2.49M | 0.1% | -59.4% | 0.137% | |
| 2/14/2025 | Triumph Capital Management | 58,126 | $918K | 0.3% | -1.1% | 0.050% | |
| 2/14/2025 | Comerica Bank | 93,172 | $1.47M | 0.0% | -2.0% | 0.081% | |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 11,723 | $185K | 0.0% | N/A | 0.010% | |
| 2/14/2025 | MGO One Seven LLC | 42,159 | $666K | 0.0% | N/A | 0.037% | |
| 2/14/2025 | Canal Capital Management LLC | 11,303 | $179K | 0.0% | N/A | 0.010% | |
| 2/14/2025 | Stifel Financial Corp | 823,078 | $13.01M | 0.0% | +6.1% | 0.714% | |
| 2/14/2025 | Shaker Financial Services LLC | 74,500 | $1.18M | 0.5% | -38.2% | 0.065% | |
| 2/14/2025 | Tradition Wealth Management LLC | 15,499 | $245K | 0.0% | -18.7% | 0.013% | |
| 2/13/2025 | 1607 Capital Partners LLC | 24,006 | $379K | 0.0% | -60.9% | 0.021% | |
| 2/13/2025 | NewEdge Advisors LLC | 50,416 | $797K | 0.0% | +4.5% | 0.044% | |
| 2/13/2025 | Gabelli Funds LLC | 121,158 | $1.91M | 0.0% | -1.2% | 0.105% | |
| 2/13/2025 | Guggenheim Capital LLC | 447,259 | $7.07M | 0.1% | +0.8% | 0.388% | |
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| 2/13/2025 | Mariner LLC | 45,400 | $717K | 0.0% | -19.4% | 0.039% | |
| 2/13/2025 | Cohen & Steers Inc. | 138,821 | $2.19M | 0.0% | -3.5% | 0.120% | |
| 2/13/2025 | Keyes Stange & Wooten Wealth Management LLC | 10,735 | $170K | 0.1% | N/A | 0.009% | |
| 2/13/2025 | Concorde Asset Management LLC | 39,152 | $619K | 0.3% | +16.9% | 0.034% | |
| 2/13/2025 | Jaffetilchin Investment Partners LLC | 10,209 | $161K | 0.0% | +11.1% | 0.009% | |
| 2/13/2025 | Raymond James Financial Inc. | 3,072,087 | $48.54M | 0.0% | N/A | 2.663% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 35,491 | $561K | 0.0% | +9.8% | 0.031% | |
| 2/13/2025 | Wedbush Securities Inc. | 25,755 | $407K | 0.0% | -60.5% | 0.022% | |
| 2/13/2025 | Wells Fargo & Company MN | 1,673,671 | $26.44M | 0.0% | +23.3% | 1.451% | |
| 2/12/2025 | Landscape Capital Management L.L.C. | 46,887 | $741K | 0.1% | -73.4% | 0.041% | |
