| 8/14/2025 | Jane Street Group LLC | 97,600 | $5.81M | 0.0% | +368.9% | 0.930% | |
| 8/14/2025 | Raymond James Financial Inc. | 23,518 | $1.40M | 0.0% | +84.4% | 0.224% | |
| 8/13/2025 | Flow Traders U.S. LLC | 112,611 | $6.71M | 0.2% | +1,868.4% | 1.072% | |
| 8/13/2025 | CW Advisors LLC | 52,434 | $3.12M | 0.0% | -3.6% | 0.499% | |
| 8/13/2025 | M&T Bank Corp | 158,682 | $9.45M | 0.0% | +5.2% | 1.511% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 120,462 | $7.18M | 0.0% | +4.5% | 1.147% | |
| 8/12/2025 | JPMorgan Chase & Co. | 364,450 | $21.71M | 0.0% | +1.2% | 3.471% | |
| 8/12/2025 | Howe & Rusling Inc. | 13,481 | $803K | 0.1% | +5.5% | 0.128% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 44,256 | $2.64M | 0.0% | -1.9% | 0.421% | |
| 8/8/2025 | Cetera Investment Advisers | 107,281 | $6.39M | 0.0% | +96.1% | 1.022% | |
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| 8/8/2025 | Creative Planning | 2,674,042 | $159.29M | 0.1% | -0.7% | 25.467% | |
| 8/8/2025 | Advyzon Investment Management LLC | 4,559 | $272K | 0.1% | -6.6% | 0.043% | |
| 8/7/2025 | Cascade Financial Partners LLC | 217,743 | $12.97M | 1.6% | +0.7% | 2.074% | |
| 8/5/2025 | Key Financial Inc | 321,079 | $19.13M | 3.8% | +5.6% | 3.058% | |
| 8/4/2025 | Atria Investments Inc | 59,985 | $3.57M | 0.0% | +63.4% | 0.571% | |
| 8/4/2025 | Assetmark Inc. | 1,600 | $95K | 0.0% | +1,409.4% | 0.015% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 31,004 | $1.85M | 0.0% | +19.9% | 0.295% | |
| 7/31/2025 | BIP Wealth LLC | 308,561 | $18.38M | 1.1% | -4.8% | 2.939% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 121,448 | $7.23M | 0.3% | +2.7% | 1.157% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 3,756 | $230K | 0.0% | -16.8% | 0.036% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 5,042 | $300K | 0.0% | N/A | 0.048% | |
| 7/28/2025 | Evernest Financial Advisors LLC | 93,271 | $5.56M | 1.8% | +7.7% | 0.888% | |
| 7/25/2025 | NorthRock Partners LLC | 600 | $36K | 0.0% | -36.2% | 0.006% | |
| 7/25/2025 | CWM LLC | 33,323 | $1.99M | 0.0% | +0.8% | 0.317% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 5,421 | $323K | 0.0% | +7.3% | 0.052% | |
| 7/24/2025 | Stonebridge Financial Group LLC | 9,325 | $555K | 0.1% | -2.8% | 0.089% | |
| 7/24/2025 | IFP Advisors Inc | 2,486 | $148K | 0.0% | +228.0% | 0.024% | |
| 7/18/2025 | SOA Wealth Advisors LLC. | 2,048 | $122K | 0.0% | -38.7% | 0.020% | |
| 7/18/2025 | Powers Advisory Group LLC | 84,181 | $5.01M | 2.2% | +2.9% | 0.802% | |
| 7/16/2025 | Newton One Investments LLC | 1,947 | $116K | 0.0% | -16.9% | 0.019% | |
| 7/15/2025 | Fifth Third Bancorp | 2,257 | $134K | 0.0% | N/A | 0.021% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 6,084 | $364K | 0.0% | N/A | 0.058% | |
| 6/17/2025 | Howe & Rusling Inc. | 12,777 | $704K | 0.1% | +3.2% | 0.127% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 4,001 | $220K | 0.0% | +7.9% | 0.040% | |
| 5/20/2025 | Focus Partners Wealth | 8,115 | $447K | 0.0% | +3.3% | 0.081% | |
| 5/19/2025 | Jane Street Group LLC | 20,816 | $1.15M | 0.0% | +31.0% | 0.208% | |
| 5/16/2025 | Jones Financial Companies Lllp | 1,840 | $101K | 0.0% | -11.4% | 0.018% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 5,246 | $289K | 0.0% | +27.6% | 0.052% | |
| 5/15/2025 | Royal Bank of Canada | 270,829 | $14.92M | 0.0% | +2.6% | 2.708% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 115,248 | $6.35M | 0.0% | +7.8% | 1.152% | |
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| 5/14/2025 | Kestra Advisory Services LLC | 31,840 | $1.75M | 0.0% | +48.6% | 0.318% | |
| 5/14/2025 | CW Advisors LLC | 54,380 | $3.00M | 0.0% | -12.9% | 0.544% | |
| 5/13/2025 | Cascade Financial Partners LLC | 216,164 | $11.90M | 1.5% | +8.1% | 2.162% | |
| 5/13/2025 | HighTower Advisors LLC | 9,031 | $497K | 0.0% | -20.7% | 0.090% | |
| 5/12/2025 | Evernest Financial Advisors LLC | 86,570 | $4.77M | 1.7% | -2.9% | 0.879% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 690 | $38K | 0.0% | -25.1% | 0.007% | |
| 5/8/2025 | NorthRock Partners LLC | 940 | $52K | 0.0% | N/A | 0.010% | |
| 5/7/2025 | LPL Financial LLC | 184,726 | $10.17M | 0.0% | -10.2% | 1.875% | |
| 5/6/2025 | Cetera Investment Advisers | 54,700 | $3.01M | 0.0% | -39.4% | 0.555% | |
| 5/2/2025 | BIP Wealth LLC | 324,086 | $17.85M | 1.2% | +1.2% | 3.290% | |
| 5/1/2025 | Key Financial Inc | 304,163 | $16.75M | 3.6% | +2.4% | 3.088% | |
| 5/1/2025 | CWM LLC | 33,065 | $1.82M | 0.0% | +5,532.9% | 0.336% | |
| 4/30/2025 | M&T Bank Corp | 150,828 | $8.31M | 0.0% | +1.7% | 1.531% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 25,862 | $1.42M | 0.0% | -15.7% | 0.263% | |
| 4/22/2025 | Altrius Capital Management Inc | 17,487 | $963K | 0.2% | +1.8% | 0.178% | |
| 4/22/2025 | Hubbell Strickland Wealth Management LLC | 3,934 | $217K | 0.1% | N/A | 0.040% | |
| 4/16/2025 | Powers Advisory Group LLC | 81,787 | $4.50M | 2.1% | -1.3% | 0.839% | |
| 4/14/2025 | Farther Finance Advisors LLC | 2,203 | $122K | 0.0% | N/A | 0.023% | |
| 4/14/2025 | Meridian Financial Partners LLC | 7,686 | $423K | 0.2% | -2.8% | 0.079% | |
| 4/14/2025 | SOA Wealth Advisors LLC. | 3,340 | $184K | 0.0% | -6.5% | 0.034% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 4,110 | $203K | 0.0% | -24.8% | 0.041% | |
| 2/18/2025 | First Heartland Consultants Inc. | 34,306 | $1.70M | 0.2% | +169.1% | 0.343% | |
| 2/17/2025 | Waverly Advisors LLC | 34,374 | $1.70M | 0.0% | -1.7% | 0.344% | |
| 2/17/2025 | Focus Partners Wealth | 7,852 | $388K | 0.0% | N/A | 0.079% | |
| 2/17/2025 | Cetera Investment Advisers | 90,219 | $4.46M | 0.0% | +8.1% | 0.902% | |
| 2/17/2025 | Bank of America Corp DE | 170,439 | $8.43M | 0.0% | -3.9% | 1.704% | |
| 2/17/2025 | BIP Wealth LLC | 320,365 | $15.84M | 1.1% | +15.1% | 3.204% | |
| 2/17/2025 | Ameriprise Financial Inc. | 4,984 | $246K | 0.0% | N/A | 0.050% | |
| 2/14/2025 | Jane Street Group LLC | 15,893 | $786K | 0.0% | -27.0% | 0.159% | |
| 2/14/2025 | Stifel Financial Corp | 8,114 | $401K | 0.0% | -11.4% | 0.081% | |
| 2/14/2025 | MML Investors Services LLC | 69,190 | $3.42M | 0.0% | +5.6% | 0.692% | |
| 2/13/2025 | Mariner LLC | 48,803 | $2.41M | 0.0% | -7.0% | 0.488% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 47,735 | $2.36M | 0.0% | -2.2% | 0.477% | |
| 2/13/2025 | Raymond James Financial Inc. | 13,177 | $651K | 0.0% | N/A | 0.132% | |
| 2/13/2025 | Cerity Partners LLC | 4,929 | $244K | 0.0% | N/A | 0.049% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 30,667 | $1.52M | 0.0% | -1.1% | 0.307% | |
| 2/13/2025 | Wells Fargo & Company MN | 48,827 | $2.41M | 0.0% | -68.4% | 0.488% | |
| 2/12/2025 | Level Four Advisory Services LLC | 4,488 | $222K | 0.0% | +16.1% | 0.045% | |
| 2/12/2025 | JPMorgan Chase & Co. | 356,506 | $17.63M | 0.0% | +4.8% | 3.565% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 62,429 | $3.09M | 0.0% | +3.3% | 0.624% | |
| 2/11/2025 | LPL Financial LLC | 205,684 | $10.17M | 0.0% | +6.8% | 2.057% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 125,971 | $6.23M | 0.0% | -1.8% | 1.260% | |
| 2/7/2025 | HighTower Advisors LLC | 11,389 | $563K | 0.0% | -11.2% | 0.114% | |
| 2/7/2025 | Cascade Financial Partners LLC | 199,986 | $9.89M | 1.3% | -1.5% | 2.000% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 921 | $46K | 0.0% | -26.4% | 0.009% | |
| 2/6/2025 | Raymond James Financial Inc. | 13,177 | $651K | 0.0% | N/A | 0.132% | |
| 2/6/2025 | M&T Bank Corp | 148,281 | $7.33M | 0.0% | -0.2% | 1.483% | |
| 2/6/2025 | Atria Investments Inc | 32,355 | $1.60M | 0.0% | +161.7% | 0.324% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 1,243 | $61K | 0.0% | -99.0% | 0.012% | |
| 2/3/2025 | Advyzon Investment Management LLC | 4,823 | $238K | 0.1% | N/A | 0.048% | |
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| 1/31/2025 | Key Financial Inc | 296,917 | $14.68M | 3.3% | +4.8% | 2.969% | |
| 1/31/2025 | JFS Wealth Advisors LLC | 5,046 | $249K | 0.0% | -16.3% | 0.050% | |
| 1/30/2025 | JNBA Financial Advisors | 4,806 | $238K | 0.0% | -9.1% | 0.048% | |
| 1/29/2025 | Avidian Wealth Enterprises LLC | 118,156 | $5.84M | 0.3% | -9.1% | 1.182% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 41,424 | $2.05M | 0.1% | +6.7% | 0.414% | |
| 1/29/2025 | Stonebridge Financial Group LLC | 9,736 | $481K | 0.1% | N/A | 0.097% | |
| 1/27/2025 | Newton One Investments LLC | 2,342 | $116K | 0.0% | N/A | 0.023% | |
| 1/24/2025 | Golden State Equity Partners | 26,876 | $1.33M | 0.3% | -5.2% | 0.269% | |
| 1/23/2025 | Powers Advisory Group LLC | 82,885 | $4.10M | 2.1% | -1.2% | 0.829% | |
| 1/23/2025 | Evernest Financial Advisors LLC | 89,120 | $4.41M | 1.1% | -1.0% | 0.891% | |
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