| 5/19/2025 | Jane Street Group LLC | 50,058 | $2.31M | 0.0% | +28.0% | 0.497% | |
| 5/16/2025 | NewEdge Advisors LLC | 5,277 | $244K | 0.0% | -48.8% | 0.056% | |
| 5/16/2025 | AQR Capital Management LLC | 33,010 | $1.52M | 0.0% | -13.1% | 0.351% | |
| 5/16/2025 | Algorithmic Investment Models LLC | 21,391 | $988K | 0.7% | -28.6% | 0.228% | |
| 5/16/2025 | Aprio Wealth Management LLC | 109,053 | $5.04M | 0.6% | +33.2% | 1.160% | |
| 5/15/2025 | Royal Bank of Canada | 44,576 | $2.06M | 0.0% | +101.3% | 0.474% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 23,895 | $1.10M | 0.1% | N/A | 0.254% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 10,139 | $468K | 0.3% | +29.6% | 0.108% | |
| 5/14/2025 | CW Advisors LLC | 97,693 | $4.51M | 0.1% | -6.2% | 1.039% | |
| 5/14/2025 | Flow Traders U.S. LLC | 8,147 | $376K | 0.0% | N/A | 0.087% | |
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| 5/13/2025 | Raymond James Financial Inc. | 101,265 | $4.68M | 0.0% | +824.3% | 1.077% | |
| 5/12/2025 | Bristlecone Advisors LLC | 43,728 | $2.02M | 0.2% | +152.0% | 0.465% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 217,464 | $10.04M | 0.2% | +14.7% | 2.313% | |
| 5/7/2025 | Waddell & Associates LLC | 187,018 | $8.64M | 1.0% | +1.5% | 1.990% | |
| 5/6/2025 | W.G. Shaheen & Associates DBA Whitney & Co | 456,615 | $21.08M | 2.2% | +5.5% | 4.858% | |
| 5/6/2025 | BlueChip Wealth Advisors LLC | 69,033 | $3.19M | 1.4% | +234.1% | 0.734% | |
| 5/5/2025 | Elyxium Wealth LLC | 25,772 | $1.19M | 0.5% | N/A | 0.274% | |
| 5/5/2025 | Beckerman Institutional LLC | 175,201 | $8.09M | 5.9% | +4.2% | 1.864% | |
| 5/5/2025 | Private Advisor Group LLC | 23,895 | $1.10M | 0.0% | N/A | 0.254% | |
| 5/2/2025 | Landmark Wealth Management LLC | 128,639 | $5.94M | 2.6% | -2.6% | 1.369% | |
| 5/2/2025 | Sigma Planning Corp | 5,661 | $261K | 0.0% | -4.2% | 0.060% | |
| 5/1/2025 | CWM LLC | 1,109,104 | $51.21M | 0.2% | -2.1% | 11.799% | |
| 4/30/2025 | Cerity Partners LLC | 285,104 | $13.16M | 0.0% | -0.4% | 3.033% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 11,583 | $535K | 0.0% | -4.6% | 0.123% | |
| 4/30/2025 | SilverOak Wealth Management LLC | 26,452 | $1.22M | 0.3% | +29.3% | 0.281% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 52,686 | $2.43M | 0.1% | N/A | 0.560% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 334,920 | $15.46M | 0.0% | +56.3% | 3.563% | |
| 4/29/2025 | Seascape Capital Management | 541,805 | $25.02M | 8.7% | +12.8% | 5.764% | |
| 4/25/2025 | Benchmark Financial Wealth Advisors LLC | 340,350 | $15.71M | 5.9% | N/A | 3.621% | |
| 4/23/2025 | Cornerstone Wealth Group LLC | 48,945 | $2.26M | 0.2% | +3.0% | 0.530% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 5,483 | $253K | 0.0% | -66.9% | 0.059% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 5,451 | $252K | 0.0% | +22.4% | 0.059% | |
| 4/21/2025 | Premier Path Wealth Partners LLC | 130,313 | $6.02M | 0.9% | +9.0% | 1.410% | |
| 4/17/2025 | Boothe Investment Group Inc. | 554,999 | $25.62M | 11.7% | +40.6% | 6.006% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 11,300 | $522K | 0.0% | N/A | 0.122% | |
| 4/17/2025 | Stewardship Advisors LLC | 5,446 | $251K | 0.1% | -63.8% | 0.059% | |
| 4/9/2025 | NBC Securities Inc. | 9,176 | $423K | 0.0% | N/A | 0.099% | |
| 4/1/2025 | Stonehearth Capital Management LLC | 7,474 | $345K | 0.1% | +20.7% | 0.082% | |
| 2/19/2025 | Parr Mcknight Wealth Management Group LLC | 48,878 | $2.21M | 0.3% | N/A | 0.820% | |
| 2/17/2025 | Strategic Wealth Partners Ltd. | 8,980 | $409K | 0.0% | N/A | 0.151% | |
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| 2/17/2025 | Citadel Advisors LLC | 75,623 | $3.43M | 0.0% | N/A | 1.269% | |
| 2/17/2025 | Beaumont Capital Management LLC | 29,947 | $1.36M | 1.0% | +16.7% | 0.502% | |
| 2/14/2025 | Jane Street Group LLC | 39,099 | $1.77M | 0.0% | +545.1% | 0.656% | |
| 2/14/2025 | Comerica Bank | 11,070 | $501K | 0.0% | +10.7% | 0.186% | |
| 2/14/2025 | MML Investors Services LLC | 124,575 | $5.64M | 0.0% | +9.9% | 2.090% | |
| 2/13/2025 | Cravens & Co Advisors LLC | 211,270 | $9.57M | 7.3% | +3.9% | 3.545% | |
| 2/13/2025 | NewEdge Advisors LLC | 10,306 | $467K | 0.0% | -5.4% | 0.173% | |
| 2/13/2025 | Waddell & Associates LLC | 184,166 | $8.34M | 0.9% | +1.1% | 3.090% | |
| 2/13/2025 | Raymond James Financial Inc. | 10,956 | $496K | 0.0% | N/A | 0.184% | |
| 2/13/2025 | Cerity Partners LLC | 286,256 | $12.96M | 0.0% | -1.3% | 4.803% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 214,279 | $9.70M | 0.0% | +8.9% | 3.595% | |
| 2/12/2025 | National Bank of Canada FI | 14,140 | $640K | 0.0% | +110.6% | 0.237% | |
| 2/12/2025 | BlueChip Wealth Advisors LLC | 20,661 | $936K | 0.5% | N/A | 0.347% | |
| 2/12/2025 | Ausdal Financial Partners Inc. | 29,275 | $1.33M | 0.1% | -1.5% | 0.491% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 104,123 | $4.72M | 0.1% | -1.6% | 1.747% | |
| 2/11/2025 | LPL Financial LLC | 9,983 | $452K | 0.0% | +23.5% | 0.168% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 12,139 | $550K | 0.0% | +7.1% | 0.204% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 4,453 | $202K | 0.0% | +5.4% | 0.075% | |
| 2/10/2025 | Essential Planning LLC. | 1,944,507 | $89.47M | 0.6% | +6,537.4% | 32.626% | |
| 2/6/2025 | One Capital Management LLC | 211,098 | $9.56M | 0.3% | -27.9% | 3.542% | |
| 2/6/2025 | Raymond James Financial Inc. | 10,956 | $496K | 0.0% | N/A | 0.184% | |
| 2/6/2025 | Atria Investments Inc | 6,970 | $316K | 0.0% | +18.0% | 0.117% | |
| 2/4/2025 | W.G. Shaheen & Associates DBA Whitney & Co | 432,631 | $19.59M | 2.1% | +2.7% | 7.259% | |
| 2/4/2025 | Boothe Investment Group Inc. | 394,620 | $17.87M | 7.8% | +7.8% | 6.621% | |
| 2/3/2025 | Sigma Planning Corp | 5,912 | $268K | 0.0% | +6.5% | 0.099% | |
| 1/31/2025 | SilverOak Wealth Management LLC | 20,463 | $927K | 0.2% | N/A | 0.343% | |
| 1/30/2025 | Seascape Capital Management | 480,235 | $21.75M | 7.6% | +0.3% | 8.058% | |
| 1/29/2025 | Beckerman Institutional LLC | 168,178 | $7.62M | 6.1% | +37.9% | 2.822% | |
| 1/29/2025 | Bristlecone Advisors LLC | 17,354 | $786K | 0.1% | N/A | 0.291% | |
| 1/22/2025 | Landmark Wealth Management LLC | 132,116 | $5.98M | 2.7% | +4.7% | 2.217% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 189,587 | $8.59M | 0.2% | -28.1% | 3.181% | |
| 1/22/2025 | Cornerstone Wealth Group LLC | 47,524 | $2.15M | 0.2% | +11.5% | 0.797% | |
| 1/21/2025 | Stewardship Advisors LLC | 15,061 | $682K | 0.2% | -7.0% | 0.253% | |
| 1/17/2025 | Beaumont Financial Advisors LLC | 25,755 | $1.17M | 0.1% | +7.4% | 0.432% | |
| 1/15/2025 | Premier Path Wealth Partners LLC | 119,575 | $5.42M | 0.8% | +6.1% | 2.006% | |
| 1/14/2025 | Fortis Advisors LLC | 161,911 | $7.33M | 4.8% | -2.4% | 2.717% | |
| 1/13/2025 | Aprio Wealth Management LLC | 81,877 | $3.71M | 0.5% | +7.2% | 1.374% | |
| 11/15/2024 | MML Investors Services LLC | 113,355 | $5.37M | 0.0% | +5.7% | 1.902% | |
| 11/15/2024 | Jane Street Group LLC | 6,061 | $287K | 0.0% | N/A | 0.102% | |
| 11/14/2024 | Cravens & Co Advisors LLC | 203,336 | $9.63M | 7.4% | -4.5% | 3.412% | |
| 11/13/2024 | Private Trust Co. NA | 2,011 | $95K | 0.0% | N/A | 0.034% | |
| 11/12/2024 | Cerity Partners LLC | 289,978 | $13.73M | 0.0% | -2.8% | 4.865% | |
| 11/12/2024 | Waddell & Associates LLC | 182,249 | $8.63M | 1.0% | -1.3% | 3.058% | |
| 11/8/2024 | W.G. Shaheen & Associates DBA Whitney & Co | 421,108 | $19.94M | 2.1% | +2.2% | 7.066% | |
| 11/7/2024 | Fortis Advisors LLC | 165,809 | $7.85M | 5.1% | +43.0% | 2.782% | |
| 11/7/2024 | Essential Planning LLC. | 29,296 | $1.39M | 0.6% | -3.8% | 0.492% | |
| 11/1/2024 | Atria Investments Inc | 5,909 | $280K | 0.0% | N/A | 0.099% | |
| 11/1/2024 | Seascape Capital Management | 478,879 | $22.68M | 8.1% | -2.8% | 8.035% | |
| 11/1/2024 | Beckerman Institutional LLC | 121,960 | $5.78M | 4.9% | N/A | 2.046% | |
| 10/30/2024 | Landmark Wealth Management LLC | 126,156 | $5.98M | 2.6% | +2.5% | 2.117% | |
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| 10/25/2024 | Cornerstone Wealth Group LLC | 42,609 | $2.02M | 0.2% | +3.2% | 0.715% | |
| 10/25/2024 | Highline Wealth Partners LLC | 694 | $33K | 0.0% | N/A | 0.012% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 263,745 | $12.49M | 0.3% | +871.8% | 4.425% | |
| 10/21/2024 | Stewardship Advisors LLC | 16,190 | $767K | 0.2% | -23.9% | 0.272% | |
| 10/18/2024 | Fortress Wealth Management Inc. | 7,764 | $368K | 0.2% | -3.9% | 0.130% | |
| 10/9/2024 | Beaumont Financial Advisors LLC | 23,983 | $1.14M | 0.1% | +26.3% | 0.402% | |
| 10/8/2024 | CWM LLC | 1,255,964 | $59.48M | 0.3% | +22.3% | 21.073% | |
| 10/8/2024 | Aprio Wealth Management LLC | 76,355 | $3.62M | 0.6% | -1.2% | 1.281% | |
| 8/16/2024 | NewEdge Advisors LLC | 75,698 | $3.44M | 0.0% | N/A | 1.270% | |
| 8/15/2024 | AQR Capital Management LLC | 25,359 | $1.15M | 0.0% | +34.2% | 0.425% | |
