| 5/29/2025 | Apeiron RIA LLC | 3,749 | $331K | 0.1% | +55.1% | 0.025% | |
| 5/20/2025 | Glenview Trust co | 5,316 | $470K | 0.0% | -67.6% | 0.037% | |
| 5/19/2025 | Jane Street Group LLC | 16,313 | $1.44M | 0.0% | +398.7% | 0.113% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 6,308 | $557K | 0.0% | N/A | 0.044% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 88,947 | $7.86M | 0.0% | +62.2% | 0.616% | |
| 5/16/2025 | Jones Financial Companies Lllp | 33,120 | $2.93M | 0.0% | +365.8% | 0.229% | |
| 5/16/2025 | NewEdge Advisors LLC | 13,837 | $1.22M | 0.0% | +0.9% | 0.096% | |
| 5/16/2025 | 1 North Wealth Services LLC | 935 | $83K | 0.0% | -98.6% | 0.006% | |
| 5/15/2025 | Royal Bank of Canada | 258,417 | $22.83M | 0.0% | +25.4% | 1.788% | |
| 5/15/2025 | Baird Financial Group Inc. | 3,483 | $308K | 0.0% | +6.9% | 0.024% | |
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| 5/14/2025 | Comerica Bank | 7,599 | $671K | 0.0% | -10.0% | 0.053% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 15,537 | $1.37M | 0.1% | -6.0% | 0.108% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 38,019 | $3.36M | 0.0% | +1.1% | 0.263% | |
| 5/14/2025 | PGIM Custom Harvest LLC | 974,216 | $86.05M | 2.1% | +16.9% | 6.742% | |
| 5/13/2025 | Raymond James Financial Inc. | 208,016 | $18.37M | 0.0% | -7.2% | 1.440% | |
| 5/13/2025 | Eaton Financial Holdings Company LLC | 30,083 | $2.66M | 1.1% | -0.9% | 0.208% | |
| 5/13/2025 | Cookson Peirce & Co. Inc. | 6,418 | $567K | 0.0% | -3.8% | 0.044% | |
| 5/13/2025 | Anfield Capital Management LLC | 50,433 | $4.45M | 1.6% | N/A | 0.349% | |
| 5/13/2025 | HighTower Advisors LLC | 13,723 | $1.21M | 0.0% | +129.0% | 0.095% | |
| 5/12/2025 | Founders Financial Alliance LLC | 553 | $49K | 0.0% | +252.2% | 0.004% | |
| 5/12/2025 | WBH Advisory Inc. | 2,599 | $230K | 0.0% | N/A | 0.018% | |
| 5/8/2025 | SPC Financial Inc. | 183,061 | $16.17M | 1.4% | +2.5% | 1.267% | |
| 5/8/2025 | Commerce Bank | 5,185 | $458K | 0.0% | -3.5% | 0.036% | |
| 5/8/2025 | Harbour Investments Inc. | 563 | $50K | 0.0% | -22.3% | 0.004% | |
| 5/7/2025 | Patten & Patten Inc. TN | 7,862 | $694K | 0.0% | -2.1% | 0.054% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 189,649 | $16.75M | 0.3% | +2,406.3% | 1.312% | |
| 5/7/2025 | LPL Financial LLC | 185,145 | $16.35M | 0.0% | +10.2% | 1.281% | |
| 5/7/2025 | Second Half Financial Partners LLC | 24,588 | $2.17M | 1.1% | N/A | 0.170% | |
| 5/6/2025 | Cetera Investment Advisers | 13,551 | $1.20M | 0.0% | -1.2% | 0.094% | |
| 5/6/2025 | AE Wealth Management LLC | 37,193 | $3.29M | 0.0% | -44.5% | 0.257% | |
| 5/6/2025 | WESPAC Advisors SoCal LLC | 28,769 | $2.54M | 0.7% | +2.1% | 0.199% | |
| 5/5/2025 | IFP Advisors Inc | 2,198 | $194K | 0.0% | +5.6% | 0.015% | |
| 5/5/2025 | Fountainhead AM LLC | 5,893 | $520K | 0.1% | N/A | 0.041% | |
| 5/5/2025 | Csenge Advisory Group | 3,619 | $306K | 0.0% | +15.9% | 0.025% | |
| 5/5/2025 | Private Advisor Group LLC | 25,657 | $2.27M | 0.0% | -6.5% | 0.178% | |
| 5/2/2025 | Patton Albertson Miller Group LLC | 12,112 | $1.07M | 0.2% | -7.9% | 0.084% | |
| 5/2/2025 | Summit X LLC | 5,006 | $442K | 0.1% | -14.2% | 0.035% | |
| 5/1/2025 | CWM LLC | 6,867 | $607K | 0.0% | -1.7% | 0.048% | |
| 5/1/2025 | Family Firm Inc. | 2,992 | $264K | 0.1% | N/A | 0.021% | |
| 4/30/2025 | Planning Directions Inc. | 4,227 | $373K | 0.2% | -8.8% | 0.029% | |
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| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 10,851 | $958K | 0.0% | +5.4% | 0.075% | |
| 4/29/2025 | Cooksen Wealth LLC | 341 | $28K | 0.0% | N/A | 0.002% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 38,555 | $3.41M | 0.0% | +13.4% | 0.268% | |
| 4/29/2025 | Summit Financial Consulting LLC | 60,338 | $5.33M | 4.9% | N/A | 0.419% | |
| 4/29/2025 | Adell Harriman & Carpenter Inc. | 5,560 | $491K | 0.0% | -35.0% | 0.039% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 4,417 | $390K | 0.0% | N/A | 0.031% | |
| 4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 1,316,435 | $116.27M | 1.5% | N/A | 9.142% | |
| 4/28/2025 | Mutual Advisors LLC | 15,662 | $1.40M | 0.0% | -6.0% | 0.109% | |
| 4/28/2025 | DAVENPORT & Co LLC | 12,129 | $1.07M | 0.0% | -18.3% | 0.084% | |
| 4/25/2025 | Advisors Management Group Inc. ADV | 2,791 | $247K | 0.1% | -4.8% | 0.019% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 11,144 | $984K | 0.1% | -5.6% | 0.077% | |
| 4/25/2025 | WJ Wealth Management LLC | 3,880 | $343K | 0.1% | -4.9% | 0.027% | |
| 4/25/2025 | WealthBridge Capital Management LLC | 5,820 | $514K | 0.1% | -7.6% | 0.040% | |
| 4/24/2025 | Westwind Capital | 10,775 | $952K | 0.2% | N/A | 0.075% | |
| 4/24/2025 | Sunbelt Securities Inc. | 16,678 | $1.47M | 0.1% | +7.0% | 0.116% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 6,680 | $590K | 0.0% | +29.3% | 0.046% | |
| 4/24/2025 | Trust Co. of Vermont | 369 | $33K | 0.0% | N/A | 0.003% | |
| 4/23/2025 | Cottonwood Capital Advisors LLC | 25,084 | $2.22M | 1.6% | -2.3% | 0.174% | |
| 4/23/2025 | Tyche Wealth Partners LLC | 2,320 | $205K | 0.0% | +10.5% | 0.016% | |
| 4/23/2025 | Golden State Wealth Management LLC | 286 | $25K | 0.0% | +100.0% | 0.002% | |
| 4/23/2025 | Independent Solutions Wealth Management LLC | 2,538 | $224K | 0.1% | N/A | 0.018% | |
| 4/23/2025 | Southern Capital Advisors LLC | 41,408 | $3.66M | 2.0% | -4.2% | 0.288% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 64,565 | $5.70M | 0.0% | +101.2% | 0.448% | |
| 4/22/2025 | Genesee Capital Advisors LLC | 8,723 | $771K | 0.4% | +210.1% | 0.061% | |
| 4/22/2025 | MinichMacGregor Wealth Management LLC | 170,734 | $15.08M | 3.4% | N/A | 1.186% | |
| 4/22/2025 | Buck Wealth Strategies LLC | 6,646 | $587K | 0.1% | N/A | 0.046% | |
| 4/21/2025 | Cadent Capital Advisors LLC | 48,650 | $4.30M | 1.5% | +11.3% | 0.338% | |
| 4/18/2025 | Global Trust Asset Management LLC | 490 | $43K | 0.0% | -68.0% | 0.003% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 5,699 | $503K | 0.0% | -6.7% | 0.040% | |
| 4/17/2025 | Stillwater Capital Advisors LLC | 27,727 | $2.45M | 0.3% | -5.3% | 0.193% | |
| 4/17/2025 | Sound Income Strategies LLC | 363 | $32K | 0.0% | N/A | 0.003% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 3,041 | $269K | 0.0% | -29.0% | 0.021% | |
| 4/16/2025 | Tudor Financial Inc. | 11,195 | $989K | 0.6% | -1.4% | 0.078% | |
| 4/16/2025 | Ferguson Wellman Capital Management Inc. | 58,654 | $5.18M | 0.1% | -2.8% | 0.407% | |
| 4/15/2025 | Ibex Wealth Advisors | 10,512 | $929K | 0.1% | -56.4% | 0.073% | |
| 4/14/2025 | Muirfield Wealth Advisors LLC | 7,179 | $634K | 0.5% | N/A | 0.050% | |
| 4/14/2025 | Farther Finance Advisors LLC | 2,240 | $199K | 0.0% | +3,696.6% | 0.016% | |
| 4/10/2025 | Lakeshore Capital Group Inc. | 12,606 | $1.11M | 1.1% | N/A | 0.083% | |
| 4/7/2025 | AdvisorNet Financial Inc | 12,514 | $1.11M | 0.1% | N/A | 0.083% | |
| 4/3/2025 | First Citizens Financial Corp | 59,663 | $5.27M | 3.0% | -0.3% | 0.394% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 4,285 | $412K | 0.0% | +30.4% | 0.026% | |
| 2/26/2025 | Virtue Capital Management LLC | 11,048 | $1.06M | 0.2% | -16.0% | 0.066% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 5,101 | $490K | 0.0% | +7.9% | 0.031% | |
| 2/18/2025 | Sunbelt Securities Inc. | 15,589 | $1.51M | 0.1% | +4.1% | 0.130% | |
| 2/18/2025 | Stonebridge Financial Planning Group LLC | 28,961 | $2.78M | 1.2% | -3.3% | 0.242% | |
| 2/18/2025 | Pinkerton Retirement Specialists LLC | 120,291 | $11.57M | 1.7% | N/A | 1.007% | |
| 2/17/2025 | Strategic Wealth Partners Ltd. | 4,177 | $422K | 0.0% | N/A | 0.035% | |
| 2/17/2025 | Royal Bank of Canada | 205,995 | $19.80M | 0.0% | +17.2% | 1.724% | |
| 2/17/2025 | EP Wealth Advisors LLC | 5,369 | $516K | 0.0% | +28.2% | 0.045% | |
| 2/17/2025 | CoreCap Advisors LLC | 37,173 | $3.57M | 0.2% | +561.6% | 0.311% | |
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| 2/17/2025 | Cresset Asset Management LLC | 3,584 | $345K | 0.0% | N/A | 0.030% | |
| 2/17/2025 | Captrust Financial Advisors | 154,120 | $14.82M | 0.0% | -2.8% | 1.290% | |
| 2/17/2025 | Bank of America Corp DE | 677,129 | $65.10M | 0.0% | -4.4% | 5.666% | |
| 2/17/2025 | BNP Paribas Financial Markets | 50,000 | $4.81M | 0.0% | -2.0% | 0.418% | |
| 2/17/2025 | Ameriprise Financial Inc. | 38,593 | $3.71M | 0.0% | +94.2% | 0.323% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 2,337 | $225K | 0.0% | -46.3% | 0.020% | |
| 2/14/2025 | Jane Street Group LLC | 3,271 | $314K | 0.0% | N/A | 0.027% | |
| 2/14/2025 | Lido Advisors LLC | 2,312 | $222K | 0.0% | N/A | 0.019% | |
| 2/14/2025 | Hsbc Holdings PLC | 692,460 | $66.57M | 0.0% | N/A | 5.795% | |
| 2/14/2025 | J. Safra Sarasin Holding AG | 6,580 | $633K | 0.0% | N/A | 0.055% | |
