| 5/20/2025 | Focus Partners Wealth | 6,826 | $536K | 0.0% | +11.2% | 0.033% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 1,087,482 | $85.42M | 0.0% | -4.4% | 5.191% | |
| 5/16/2025 | Jones Financial Companies Lllp | 3,521 | $277K | 0.0% | -79.5% | 0.017% | |
| 5/16/2025 | NewEdge Advisors LLC | 10,232 | $804K | 0.0% | +17.4% | 0.049% | |
| 5/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 126,342 | $9.92M | 1.5% | +8.3% | 0.603% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 62,859 | $4.94M | 0.0% | +2.2% | 0.300% | |
| 5/15/2025 | Royal Bank of Canada | 464,453 | $36.48M | 0.0% | -1.1% | 2.217% | |
| 5/15/2025 | MAI Capital Management | 1,900 | $149K | 0.0% | -17.7% | 0.009% | |
| 5/15/2025 | Baird Financial Group Inc. | 8,374 | $658K | 0.0% | +1.5% | 0.040% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 29,751 | $2.34M | 0.0% | -3.7% | 0.142% | |
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| 5/14/2025 | Kestra Advisory Services LLC | 13,688 | $1.08M | 0.0% | +62.0% | 0.065% | |
| 5/14/2025 | PGIM Custom Harvest LLC | 214,564 | $16.85M | 0.4% | +57.2% | 1.024% | |
| 5/13/2025 | Raymond James Financial Inc. | 554,176 | $43.53M | 0.0% | -0.4% | 2.645% | |
| 5/13/2025 | Anfield Capital Management LLC | 125,619 | $9.87M | 3.6% | N/A | 0.600% | |
| 5/13/2025 | HighTower Advisors LLC | 53,800 | $4.23M | 0.0% | +2.7% | 0.257% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 7,857 | $616K | 0.0% | +17.4% | 0.038% | |
| 5/12/2025 | National Bank of Canada FI | 24,455 | $1.92M | 0.0% | +3.3% | 0.117% | |
| 5/12/2025 | WBH Advisory Inc. | 3,571 | $281K | 0.0% | N/A | 0.017% | |
| 5/12/2025 | Y.D. More Investments Ltd | 650 | $51K | 0.0% | +85.7% | 0.003% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 3,512 | $277K | 0.0% | +7.2% | 0.017% | |
| 5/9/2025 | Horizon Family Wealth Inc. | 4,839 | $380K | 0.3% | -6.5% | 0.023% | |
| 5/9/2025 | Scotia Capital Inc. | 67,143 | $5.27M | 0.0% | -0.2% | 0.320% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 2,008 | $158K | 0.0% | -9.5% | 0.010% | |
| 5/8/2025 | US Bancorp DE | 11,069 | $869K | 0.0% | -3.3% | 0.053% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 484,931 | $38.09M | 0.7% | N/A | 2.315% | |
| 5/7/2025 | LPL Financial LLC | 459,449 | $36.09M | 0.0% | +5.7% | 2.193% | |
| 5/7/2025 | Allium Financial Advisors LLC | 4,444 | $349K | 0.3% | N/A | 0.021% | |
| 5/7/2025 | SAM Advisors LLC | 113,554 | $8.92M | 3.3% | -3.5% | 0.542% | |
| 5/7/2025 | Caliber Wealth Management LLC KS | 16,542 | $1.30M | 0.2% | N/A | 0.079% | |
| 5/6/2025 | Cetera Investment Advisers | 45,419 | $3.57M | 0.0% | +0.7% | 0.217% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 8,841 | $694K | 0.0% | +21.1% | 0.042% | |
| 5/6/2025 | Carnegie Investment Counsel | 7,650 | $547K | 0.0% | +43.7% | 0.037% | |
| 5/6/2025 | Quadrant Private Wealth Management LLC | 7,438 | $584K | 0.1% | -11.3% | 0.036% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 59,342 | $4.66M | 0.1% | -2.4% | 0.283% | |
| 5/5/2025 | Private Advisor Group LLC | 155,282 | $12.20M | 0.1% | +50.4% | 0.741% | |
| 5/2/2025 | Apollon Wealth Management LLC | 2,581 | $203K | 0.0% | N/A | 0.012% | |
| 5/2/2025 | Sigma Planning Corp | 3,163 | $248K | 0.0% | +9.5% | 0.015% | |
| 5/1/2025 | Family Firm Inc. | 31,898 | $2.51M | 0.6% | -0.4% | 0.152% | |
| 5/1/2025 | Fifth Third Securities Inc. | 22,840 | $1.79M | 0.2% | +0.9% | 0.109% | |
| 5/1/2025 | Kesler Norman & Wride LLC | 5,306 | $417K | 0.1% | -3.4% | 0.025% | |
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| 4/30/2025 | Cerity Partners LLC | 9,238 | $726K | 0.0% | +23.5% | 0.044% | |
| 4/30/2025 | New Insight Wealth Advisors | 7,023 | $552K | 0.3% | +20.1% | 0.034% | |
| 4/30/2025 | OMNI 360 Wealth Inc. | 12,793 | $1.01M | 0.6% | +9.8% | 0.061% | |
| 4/30/2025 | Brown Advisory Inc. | 13,350 | $1.05M | 0.0% | N/A | 0.064% | |
| 4/30/2025 | Bank Hapoalim BM | 7,918 | $622K | 0.1% | -2.5% | 0.038% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,427,297 | $112.11M | 0.0% | -0.8% | 6.813% | |
| 4/28/2025 | Mutual Advisors LLC | 2,800 | $215K | 0.0% | -20.0% | 0.013% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 20,683 | $1.63M | 0.1% | -0.7% | 0.099% | |
| 4/24/2025 | Sunbelt Securities Inc. | 1,022 | $80K | 0.0% | -87.4% | 0.005% | |
| 4/24/2025 | 3Chopt Investment Partners LLC | 1,283 | $101K | 0.0% | N/A | 0.006% | |
| 4/23/2025 | Cottonwood Capital Advisors LLC | 12,477 | $980K | 0.7% | -1.4% | 0.060% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 3,153 | $248K | 0.0% | N/A | 0.015% | |
| 4/23/2025 | International Assets Investment Management LLC | 2,917 | $229K | 0.0% | -11.8% | 0.014% | |
| 4/23/2025 | Southern Capital Advisors LLC | 60,606 | $4.76M | 2.6% | +2.8% | 0.289% | |
| 4/23/2025 | Valmark Advisers Inc. | 3,276 | $257K | 0.0% | N/A | 0.016% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 7,680 | $603K | 0.0% | +45.0% | 0.037% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 17,640 | $1.39M | 0.0% | +15.4% | 0.084% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 4,913 | $386K | 0.0% | -30.5% | 0.023% | |
| 4/18/2025 | Financial Freedom LLC | 1,187 | $93K | 0.1% | -48.4% | 0.006% | |
| 4/17/2025 | Sowell Financial Services LLC | 4,590 | $361K | 0.0% | N/A | 0.022% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 234,946 | $18.46M | 0.1% | -2.0% | 1.121% | |
| 4/17/2025 | Arkansas Financial Group Inc. | 119,976 | $8.64M | 1.5% | -3.2% | 0.573% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 6,720 | $528K | 0.0% | +53.7% | 0.032% | |
| 4/16/2025 | Howard Capital Management Group LLC | 99,147 | $7.79M | 0.6% | -12.9% | 0.473% | |
| 4/16/2025 | Ferguson Wellman Capital Management Inc. | 157,911 | $12.40M | 0.2% | -0.3% | 0.754% | |
| 4/15/2025 | Focus Financial Network Inc. | 30,524 | $2.40M | 0.1% | +75.0% | 0.146% | |
| 4/15/2025 | Kozak & Associates Inc. | 269,566 | $19.98M | 5.0% | +3.0% | 1.287% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 3,759 | $295K | 0.0% | +17.1% | 0.018% | |
| 4/14/2025 | Park Avenue Securities LLC | 4,801 | $377K | 0.0% | +9.4% | 0.023% | |
| 4/14/2025 | Charter Oak Capital Management LLC | 6,414 | $504K | 0.0% | N/A | 0.031% | |
| 4/11/2025 | Magnus Financial Group LLC | 3,035 | $238K | 0.0% | +15.1% | 0.014% | |
| 4/10/2025 | Lakeshore Capital Group Inc. | 8,219 | $646K | 0.6% | N/A | 0.038% | |
| 4/9/2025 | Swisher Financial Concepts Inc. | 3,101 | $244K | 0.2% | N/A | 0.014% | |
| 4/9/2025 | NBC Securities Inc. | 833 | $65K | 0.0% | N/A | 0.004% | |
| 4/7/2025 | GAMMA Investing LLC | 103,922 | $8.16M | 0.0% | +7,755.0% | 0.483% | |
| 4/7/2025 | AdvisorNet Financial Inc | 34,903 | $2.74M | 0.2% | +1,248.1% | 0.162% | |
| 4/2/2025 | Marcum Wealth LLC | 6,156 | $484K | 0.0% | -2.6% | 0.029% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 4,372 | $340K | 0.0% | +24.7% | 0.020% | |
| 3/12/2025 | Centaurus Financial Inc. | 3,879 | $302K | 0.0% | -9.0% | 0.018% | |
| 3/5/2025 | Castle Rock Wealth Management LLC | 7,073 | $596K | 0.1% | -29.2% | 0.035% | |
| 2/27/2025 | Bernard Wealth Management Corp. | 35,361 | $2.75M | 1.3% | N/A | 0.175% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 6,501 | $506K | 0.0% | -5.4% | 0.032% | |
| 2/18/2025 | Sunbelt Securities Inc. | 8,103 | $630K | 0.1% | -14.9% | 0.040% | |
| 2/17/2025 | Wolverine Trading LLC | 6,687 | $520K | 0.0% | +52.4% | 0.033% | |
| 2/17/2025 | Vivaldi Capital Management LP | 3,321 | $277K | 0.0% | N/A | 0.016% | |
| 2/17/2025 | Royal Bank of Canada | 469,617 | $36.54M | 0.0% | -0.3% | 2.325% | |
| 2/17/2025 | Quantinno Capital Management LP | 9,710 | $756K | 0.0% | N/A | 0.048% | |
| 2/17/2025 | Guardian Wealth Advisors LLC NC | 1,500 | $117K | 0.0% | N/A | 0.007% | |
| 2/17/2025 | Focus Partners Wealth | 6,141 | $478K | 0.0% | +60.8% | 0.030% | |
| 2/17/2025 | EP Wealth Advisors LLC | 2,097 | $163K | 0.0% | -6.7% | 0.010% | |
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| 2/17/2025 | Cresset Asset Management LLC | 6,422 | $500K | 0.0% | -20.4% | 0.032% | |
| 2/17/2025 | Cetera Investment Advisers | 45,105 | $3.51M | 0.0% | +75.0% | 0.223% | |
| 2/17/2025 | Captrust Financial Advisors | 169,701 | $13.20M | 0.0% | -8.2% | 0.840% | |
| 2/17/2025 | Baird Financial Group Inc. | 8,247 | $642K | 0.0% | +29.6% | 0.041% | |
| 2/17/2025 | Bank of America Corp DE | 462,205 | $35.96M | 0.0% | +8.3% | 2.288% | |
| 2/17/2025 | BNP Paribas Financial Markets | 50,000 | $3.89M | 0.0% | N/A | 0.248% | |
| 2/17/2025 | Ameriprise Financial Inc. | 35,795 | $2.79M | 0.0% | +17.7% | 0.177% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 2,184 | $170K | 0.0% | +308.2% | 0.011% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 8,083 | $629K | 0.0% | -7.0% | 0.040% | |
| 2/14/2025 | Comerica Bank | 28,572 | $2.22M | 0.0% | +27.4% | 0.141% | |
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