| 6/11/2025 | Fortitude Financial LLC | 67,249 | $3.77M | 3.6% | +1.9% | 0.217% | |
| 5/19/2025 | Jane Street Group LLC | 58,969 | $3.30M | 0.0% | -4.1% | 0.190% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 8,735 | $489K | 0.0% | -6.3% | 0.028% | |
| 5/16/2025 | Ruggaard & Associates LLC | 31,848 | $1.78M | 0.8% | +7.8% | 0.103% | |
| 5/15/2025 | Ashton Thomas Securities LLC | 35,243 | $1.97M | 0.5% | +5.2% | 0.114% | |
| 5/15/2025 | Royal Bank of Canada | 149,866 | $8.39M | 0.0% | +16.7% | 0.484% | |
| 5/15/2025 | Baird Financial Group Inc. | 48,398 | $2.71M | 0.0% | N/A | 0.156% | |
| 5/14/2025 | Triad Wealth Partners LLC | 9,747 | $546K | 0.2% | -56.1% | 0.031% | |
| 5/14/2025 | Comerica Bank | 2,203 | $123K | 0.0% | +33.7% | 0.007% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 220,555 | $12.35M | 0.0% | +13.6% | 0.712% | |
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| 5/14/2025 | Kestra Advisory Services LLC | 80,724 | $4.52M | 0.0% | +26.8% | 0.261% | |
| 5/14/2025 | Tradition Wealth Management LLC | 88,812 | $4.97M | 0.4% | N/A | 0.287% | |
| 5/13/2025 | Raymond James Financial Inc. | 345,822 | $19.36M | 0.0% | +115.3% | 1.117% | |
| 5/13/2025 | Stone House Investment Management LLC | 691 | $39K | 0.0% | N/A | 0.002% | |
| 5/13/2025 | HighTower Advisors LLC | 7,194 | $403K | 0.0% | -2.7% | 0.023% | |
| 5/12/2025 | Benjamin Edwards Inc. | 13,596 | $761K | 0.0% | -32.5% | 0.044% | |
| 5/12/2025 | JPMorgan Chase & Co. | 10,502,045 | $587.90M | 0.0% | -1.1% | 33.910% | |
| 5/12/2025 | National Bank of Canada FI | 44,469 | $2.49M | 0.0% | +2.5% | 0.144% | |
| 5/9/2025 | West Michigan Advisors LLC | 68,346 | $3.83M | 1.3% | +4.9% | 0.221% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 11,491 | $643K | 0.0% | -26.8% | 0.037% | |
| 5/9/2025 | Syntegra Private Wealth Group LLC | 755,850 | $42.31M | 4.9% | -7.8% | 2.441% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 7,112 | $398K | 0.0% | N/A | 0.023% | |
| 5/8/2025 | IFG Advisory LLC | 10,778 | $603K | 0.0% | +5.2% | 0.035% | |
| 5/8/2025 | US Bancorp DE | 28,122 | $1.57M | 0.0% | +2.0% | 0.091% | |
| 5/8/2025 | Elios Financial Group Inc. | 6,517 | $365K | 0.2% | -4.1% | 0.021% | |
| 5/8/2025 | Cozad Asset Management Inc. | 11,558 | $647K | 0.1% | -9.8% | 0.037% | |
| 5/7/2025 | AWM Capital LLC | 4,484 | $251K | 0.0% | N/A | 0.014% | |
| 5/7/2025 | Atlas Legacy Advisors LLC | 42,159 | $2.42M | 0.6% | N/A | 0.136% | |
| 5/7/2025 | LPL Financial LLC | 1,749,301 | $97.93M | 0.0% | +14.5% | 5.648% | |
| 5/6/2025 | Cetera Investment Advisers | 509,316 | $28.51M | 0.1% | +120.9% | 1.645% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 34,026 | $1.91M | 0.0% | +45.5% | 0.110% | |
| 5/6/2025 | Summit Wealth Partners LLC | 11,210 | $628K | 0.1% | -4.1% | 0.036% | |
| 5/6/2025 | Triumph Capital Management | 18,862 | $1.06M | 0.4% | +5.4% | 0.061% | |
| 5/6/2025 | Flynn Zito Capital Management LLC | 105,826 | $5.92M | 2.7% | -10.2% | 0.342% | |
| 5/5/2025 | Crestwood Advisors Group LLC | 1,136,446 | $63.62M | 1.2% | N/A | 3.670% | |
| 5/5/2025 | IFP Advisors Inc | 773 | $43K | 0.0% | -18.9% | 0.002% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 15,626 | $875K | 0.0% | +108.3% | 0.050% | |
| 5/5/2025 | PCG Wealth Advisors LLC | 42,163 | $2.36M | 0.8% | -8.7% | 0.136% | |
| 5/5/2025 | Private Advisor Group LLC | 21,446 | $1.20M | 0.0% | +20.7% | 0.069% | |
| 5/5/2025 | Nwam LLC | 40,711 | $2.28M | 0.2% | +3.7% | 0.131% | |
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| 5/2/2025 | PAX Financial Group LLC | 8,736 | $489K | 0.1% | +22.4% | 0.029% | |
| 5/1/2025 | CWM LLC | 443,375 | $24.82M | 0.1% | +6.0% | 1.485% | |
| 5/1/2025 | B & T Capital Management DBA Alpha Capital Management | 204,176 | $11.43M | 2.2% | +10.0% | 0.684% | |
| 5/1/2025 | Fifth Third Securities Inc. | 35,154 | $1.97M | 0.2% | +55.0% | 0.118% | |
| 4/29/2025 | Heritage Wealth Management Inc. | 3,997 | $224K | 0.1% | N/A | 0.013% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 124,297 | $6.96M | 0.0% | +13.6% | 0.416% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 20,482 | $1.15M | 0.0% | +53.4% | 0.069% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 6,421 | $359K | 0.1% | +15.6% | 0.022% | |
| 4/25/2025 | Kendall Capital Management | 17,535 | $982K | 0.3% | N/A | 0.059% | |
| 4/25/2025 | Capital Advisors Wealth Management LLC | 4,400 | $246K | 0.0% | N/A | 0.015% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 84,912 | $4.75M | 0.4% | +7.9% | 0.284% | |
| 4/23/2025 | Daymark Wealth Partners LLC | 14,439 | $808K | 0.0% | N/A | 0.048% | |
| 4/23/2025 | Balance Wealth LLC | 8,425 | $472K | 0.3% | N/A | 0.028% | |
| 4/23/2025 | Systelligence LLC | 194,384 | $10.88M | 2.6% | +2.5% | 0.651% | |
| 4/23/2025 | Crewe Advisors LLC | 515 | $29K | 0.0% | N/A | 0.002% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 30,553 | $1.71M | 0.0% | +5.9% | 0.102% | |
| 4/21/2025 | Siligmueller & Norvid Wealth Advisors LLC | 22,800 | $1.28M | 0.5% | -27.8% | 0.076% | |
| 4/21/2025 | Advisory Resource Group | 236,038 | $13.21M | 2.7% | -7.3% | 0.791% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 13,090 | $733K | 0.0% | +11.5% | 0.044% | |
| 4/18/2025 | Wells Trecaso Financial Group LLC | 24,723 | $1.38M | 0.5% | +30.0% | 0.083% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 5,961 | $334K | 0.0% | -13.0% | 0.020% | |
| 4/18/2025 | Prosperity Wealth Management Inc. | 5,854 | $328K | 0.2% | +45.8% | 0.020% | |
| 4/18/2025 | Wagner Wealth Management LLC | 365,501 | $20.46M | 5.1% | +8.8% | 1.224% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 85,597 | $4.79M | 0.0% | +15.8% | 0.287% | |
| 4/17/2025 | Stewardship Advisors LLC | 73,380 | $4.11M | 1.1% | +3.3% | 0.246% | |
| 4/16/2025 | Lakeridge Wealth Management LLC | 75,382 | $4.22M | 2.1% | +5.1% | 0.253% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 65,440 | $3.66M | 0.0% | +10.8% | 0.219% | |
| 4/16/2025 | Rockland Trust Co. | 10,212 | $572K | 0.0% | -10.9% | 0.034% | |
| 4/15/2025 | Total Wealth Planning LLC | 396,884 | $22.22M | 3.4% | +18.3% | 1.330% | |
| 4/15/2025 | Greenwood Capital Associates LLC | 15,350 | $859K | 0.1% | +184.2% | 0.051% | |
| 4/15/2025 | Redhawk Wealth Advisors Inc. | 19,078 | $1.07M | 0.1% | -88.3% | 0.064% | |
| 4/14/2025 | Daymark Wealth Partners LLC | 14,439 | $808K | 0.0% | N/A | 0.048% | |
| 4/14/2025 | Destiny Wealth Partners LLC | 62,239 | $3.48M | 0.6% | +2.9% | 0.209% | |
| 4/14/2025 | CGC Financial Services LLC | 349,276 | $19.55M | 7.7% | +2.3% | 1.170% | |
| 4/14/2025 | Meridian Financial Partners LLC | 261,978 | $14.67M | 7.4% | N/A | 0.878% | |
| 4/11/2025 | Adamsbrown Wealth Consultants LLC | 4,106 | $230K | 0.1% | +6.5% | 0.014% | |
| 4/11/2025 | Choice Wealth Advisors LLC | 153,944 | $8.62M | 4.5% | +3.8% | 0.514% | |
| 4/10/2025 | Breakwater Capital Group | 4,391 | $246K | 0.0% | +9.7% | 0.015% | |
| 4/10/2025 | Fermata Advisors LLC | 25,639 | $1.44M | 0.3% | +4.8% | 0.086% | |
| 4/10/2025 | Freedom Financial Partners LLC | 89,443 | $5.01M | 2.3% | +6.2% | 0.298% | |
| 4/9/2025 | Merit Financial Group LLC | 36,921 | $2.07M | 0.0% | +10.7% | 0.123% | |
| 4/9/2025 | Bond & Devick Financial Network Inc. | 145,081 | $8.12M | 2.9% | +130.7% | 0.484% | |
| 4/8/2025 | Rooted Wealth Advisors Inc. | 15,591 | $873K | 0.4% | +10.5% | 0.052% | |
| 4/4/2025 | Legacy Private Trust Co. | 17,184 | $962K | 0.1% | +66.0% | 0.057% | |
| 4/1/2025 | Modus Advisors LLC | 9,349 | $523K | 0.2% | +6.5% | 0.031% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 2,368 | $143K | 0.1% | N/A | 0.008% | |
| 3/21/2025 | Nestegg Advisors Inc. | 3,870 | $242K | 0.2% | N/A | 0.013% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 59,062 | $3.57M | 0.0% | N/A | 0.194% | |
| 2/24/2025 | Ameriflex Group Inc. | 1,101 | $69K | 0.0% | N/A | 0.004% | |
| 2/17/2025 | Vienna Asset Management LLC | 39,286 | $2.38M | 1.6% | N/A | 0.209% | |
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| 2/17/2025 | Visionary Wealth Advisors | 22,226 | $1.34M | 0.1% | +2.8% | 0.118% | |
| 2/17/2025 | D. E. Shaw & Co. Inc. | 9,104 | $551K | 0.0% | -3.5% | 0.049% | |
| 2/17/2025 | Cetera Investment Advisers | 230,604 | $13.95M | 0.0% | +47.6% | 1.229% | |
| 2/17/2025 | Benjamin Edwards Inc. | 20,128 | $1.22M | 0.0% | -10.1% | 0.107% | |
| 2/17/2025 | Ameriprise Financial Inc. | 58,910 | $3.56M | 0.0% | N/A | 0.314% | |
| 2/14/2025 | Jane Street Group LLC | 61,510 | $3.72M | 0.0% | +74.8% | 0.328% | |
| 2/14/2025 | Triumph Capital Management | 17,897 | $1.08M | 0.4% | +14.2% | 0.095% | |
| 2/14/2025 | Comerica Bank | 1,648 | $100K | 0.0% | +16.2% | 0.009% | |
| 2/14/2025 | Stifel Financial Corp | 78,372 | $4.74M | 0.0% | +28.0% | 0.418% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 48,820 | $3.10M | 0.2% | +17.5% | 0.260% | |
