| 8/7/2025 | Blackston Financial Advisory Group LLC | 1,688 | $245K | 0.1% | -7.5% | 0.048% | |
| 8/7/2025 | Aspen Wealth Strategies LLC | 14,026 | $2.03M | 1.2% | +12.8% | 0.401% | |
| 8/6/2025 | Headland Capital LLC | 2,616 | $379K | 0.1% | -8.3% | 0.075% | |
| 8/6/2025 | 360 Financial Inc. | 102,569 | $14.87M | 4.7% | +4.3% | 2.931% | |
| 8/4/2025 | Assetmark Inc. | 769 | $111K | 0.0% | -68.2% | 0.022% | |
| 8/1/2025 | Ferguson Shapiro LLC | 4,855 | $704K | 0.2% | -13.4% | 0.139% | |
| 8/1/2025 | Delta Investment Management LLC | 2,052 | $297K | 0.1% | -17.3% | 0.059% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 19,813 | $2.87M | 0.0% | -0.5% | 0.566% | |
| 7/31/2025 | Wealthfront Advisers LLC | 4,203 | $609K | 0.0% | +2.5% | 0.120% | |
| 7/30/2025 | WESPAC Advisors SoCal LLC | 11,910 | $1.73M | 0.4% | -1.7% | 0.340% | |
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| 7/30/2025 | Nottingham Advisors Inc. | 44,118 | $6.39M | 0.9% | +0.4% | 1.261% | |
| 7/29/2025 | Private Trust Co. NA | 850 | $123K | 0.0% | -20.4% | 0.024% | |
| 7/25/2025 | Community Bank N.A. | 20,638 | $2.99M | 0.4% | +5.6% | 0.590% | |
| 7/25/2025 | Lion Street Advisors LLC | 1,494 | $217K | 0.1% | N/A | 0.043% | |
| 7/23/2025 | Fluent Financial LLC | 20,292 | $2.94M | 1.2% | N/A | 0.585% | |
| 7/22/2025 | Headland Capital LLC | 2,616 | $379K | 0.2% | -8.3% | 0.075% | |
| 7/22/2025 | Grimes & Company Inc. | 53,775 | $7.79M | 0.2% | N/A | 1.550% | |
| 7/22/2025 | Accel Wealth Management | 13,408 | $1.94M | 0.6% | +10.9% | 0.386% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 1,000 | $145K | 0.0% | N/A | 0.029% | |
| 7/18/2025 | Vicus Capital | 25,039 | $3.63M | 0.3% | +8.9% | 0.721% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 5,654 | $819K | 0.0% | -13.5% | 0.164% | |
| 7/16/2025 | TigerOak Management L.L.C. | 28,340 | $4.11M | 1.4% | -1.3% | 0.821% | |
| 7/14/2025 | Masso Torrence Wealth Management Inc. | 24,442 | $3.54M | 1.6% | -4.6% | 0.708% | |
| 7/11/2025 | Westwind Capital | 16,901 | $2.45M | 0.5% | +2.6% | 0.490% | |
| 7/7/2025 | Nova Wealth Management Inc. | 1,595 | $231K | 0.2% | +13.6% | 0.047% | |
| 7/2/2025 | HBW Advisory Services LLC | 3,189 | $462K | 0.1% | -2.2% | 0.093% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 2,087 | $263K | 0.0% | -95.5% | 0.061% | |
| 5/29/2025 | Nova Wealth Management Inc. | 1,404 | $177K | 0.2% | N/A | 0.040% | |
| 5/19/2025 | Jane Street Group LLC | 15,579 | $1.97M | 0.0% | N/A | 0.441% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 2,087 | $263K | 0.0% | -95.5% | 0.059% | |
| 5/16/2025 | NewEdge Advisors LLC | 2,192 | $277K | 0.0% | -32.4% | 0.062% | |
| 5/15/2025 | Royal Bank of Canada | 3,786 | $477K | 0.0% | -41.2% | 0.107% | |
| 5/14/2025 | Comerica Bank | 200 | $25K | 0.0% | -61.9% | 0.006% | |
| 5/14/2025 | Walleye Capital LLC | 1,827 | $231K | 0.0% | N/A | 0.052% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,597 | $201K | 0.0% | +1,091.8% | 0.045% | |
| 5/14/2025 | Flow Traders U.S. LLC | 3,818 | $482K | 0.0% | -75.4% | 0.108% | |
| 5/13/2025 | Raymond James Financial Inc. | 26,695 | $3.37M | 0.0% | +2.5% | 0.756% | |
| 5/13/2025 | HighTower Advisors LLC | 24,578 | $3.10M | 0.0% | +6.8% | 0.696% | |
| 5/9/2025 | Tidemark LLC | 1,529 | $193K | 0.1% | +84.9% | 0.043% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 4,214 | $532K | 0.0% | N/A | 0.119% | |
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| 5/9/2025 | Blair William & Co. IL | 424 | $53K | 0.0% | -47.8% | 0.012% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 3,157 | $398K | 0.0% | -15.7% | 0.089% | |
| 5/8/2025 | IFG Advisory LLC | 2,186 | $276K | 0.0% | +23.2% | 0.062% | |
| 5/8/2025 | Headland Capital LLC | 2,853 | $360K | 0.1% | N/A | 0.081% | |
| 5/8/2025 | Baker Avenue Asset Management LP | 28,652 | $3.62M | 0.1% | +8.6% | 0.812% | |
| 5/8/2025 | 360 Financial Inc. | 98,369 | $12.41M | 4.5% | +6.0% | 2.787% | |
| 5/8/2025 | Arkadios Wealth Advisors | 5,115 | $645K | 0.0% | +10.2% | 0.145% | |
| 5/7/2025 | Nottingham Advisors Inc. | 43,934 | $5.54M | 0.8% | +22.0% | 1.245% | |
| 5/7/2025 | LPL Financial LLC | 151,141 | $19.07M | 0.0% | -15.9% | 4.282% | |
| 5/6/2025 | Assetmark Inc. | 2,419 | $305K | 0.0% | +3.4% | 0.069% | |
| 5/6/2025 | Cetera Investment Advisers | 5,742 | $724K | 0.0% | +3.8% | 0.163% | |
| 5/6/2025 | AE Wealth Management LLC | 573 | $72K | 0.0% | +229.3% | 0.016% | |
| 5/6/2025 | WESPAC Advisors SoCal LLC | 12,119 | $1.53M | 0.4% | N/A | 0.343% | |
| 5/6/2025 | Advisors Preferred LLC | 417 | $53K | 0.0% | -68.4% | 0.012% | |
| 5/5/2025 | Csenge Advisory Group | 9,527 | $1.12M | 0.1% | +3.3% | 0.270% | |
| 5/5/2025 | Private Advisor Group LLC | 5,215 | $658K | 0.0% | -32.9% | 0.148% | |
| 5/2/2025 | Wealthfront Advisers LLC | 4,099 | $517K | 0.0% | +41.9% | 0.114% | |
| 5/1/2025 | Stephens Inc. AR | 5,551 | $700K | 0.0% | N/A | 0.155% | |
| 4/30/2025 | Aspen Wealth Strategies LLC | 12,437 | $1.57M | 1.0% | +13.6% | 0.347% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 19,918 | $2.51M | 0.0% | +46.1% | 0.556% | |
| 4/28/2025 | Private Trust Co. NA | 1,068 | $135K | 0.0% | -7.5% | 0.030% | |
| 4/24/2025 | Money Concepts Capital Corp | 9,818 | $1.24M | 0.1% | -0.9% | 0.274% | |
| 4/23/2025 | TigerOak Management L.L.C. | 28,715 | $3.62M | 1.4% | -2.2% | 0.802% | |
| 4/23/2025 | Ferguson Shapiro LLC | 5,605 | $707K | 0.3% | -9.1% | 0.157% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 11,093 | $1.40M | 0.0% | +14.7% | 0.310% | |
| 4/22/2025 | Whalen Wealth Management Inc. | 17,019 | $2.15M | 1.4% | N/A | 0.475% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 8,933 | $1.13M | 0.0% | -9.2% | 0.250% | |
| 4/22/2025 | Masso Torrence Wealth Management Inc. | 25,625 | $3.23M | 1.7% | +29.7% | 0.716% | |
| 4/21/2025 | Community Bank N.A. | 19,540 | $2.47M | 0.3% | +107.1% | 0.546% | |
| 4/17/2025 | Vicus Capital | 22,993 | $2.90M | 0.3% | +3.0% | 0.642% | |
| 4/17/2025 | Blackston Financial Advisory Group LLC | 1,825 | $230K | 0.1% | -5.3% | 0.051% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 6,533 | $824K | 0.0% | -10.3% | 0.182% | |
| 4/17/2025 | Good Life Advisors LLC | 29,948 | $3.78M | 0.3% | +2.9% | 0.837% | |
| 4/15/2025 | Foresight Capital Management Advisors Inc. | 2,905 | $367K | 0.2% | N/A | 0.081% | |
| 4/14/2025 | IMC Chicago LLC | 51,489 | $6.50M | 0.0% | N/A | 1.438% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 2,096 | $264K | 0.0% | -96.3% | 0.059% | |
| 4/10/2025 | HF Advisory Group LLC | 2,682 | $338K | 0.1% | -6.7% | 0.070% | |
| 4/10/2025 | Financial Management Professionals Inc. | 7,379 | $931K | 0.1% | -13.1% | 0.192% | |
| 4/10/2025 | Accel Wealth Management | 12,094 | $1.53M | 0.6% | +9.7% | 0.314% | |
| 4/9/2025 | HBW Advisory Services LLC | 3,260 | $411K | 0.1% | N/A | 0.085% | |
| 4/9/2025 | Merit Financial Group LLC | 45,335 | $5.72M | 0.1% | +10.8% | 1.178% | |
| 4/8/2025 | Global Financial Private Client LLC | 8,130 | $1.03M | 0.4% | -2.9% | 0.211% | |
| 3/24/2025 | Fulcrum Equity Management | 5,963 | $821K | 0.8% | N/A | 0.148% | |
| 2/18/2025 | Delta Investment Management LLC | 2,473 | $340K | 0.1% | +21.6% | 0.124% | |
| 2/17/2025 | Two Sigma Investments LP | 5,200 | $716K | 0.0% | -78.0% | 0.260% | |
| 2/17/2025 | Kaizen Financial Strategies | 1,607 | $221K | 0.1% | N/A | 0.080% | |
| 2/17/2025 | D. E. Shaw & Co. Inc. | 3,211 | $442K | 0.0% | N/A | 0.161% | |
| 2/17/2025 | EP Wealth Advisors LLC | 1,191 | $164K | 0.0% | -11.3% | 0.060% | |
| 2/17/2025 | Cetera Investment Advisers | 5,532 | $762K | 0.0% | -41.4% | 0.277% | |
| 2/17/2025 | Baker Avenue Asset Management LP | 26,389 | $3.63M | 0.1% | +10.9% | 1.319% | |
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| 2/17/2025 | Bank of America Corp DE | 636,559 | $87.65M | 0.0% | +31.3% | 31.828% | |
| 2/17/2025 | 360 Financial Inc. | 92,766 | $12.77M | 4.6% | +4.7% | 4.638% | |
| 2/14/2025 | Comerica Bank | 525 | $72K | 0.0% | +600.0% | 0.026% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 7,010 | $965K | 0.0% | +102.2% | 0.351% | |
| 2/14/2025 | MML Investors Services LLC | 15,307 | $2.11M | 0.0% | +10.6% | 0.765% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 281 | $40K | 0.0% | N/A | 0.014% | |
| 2/13/2025 | NewEdge Advisors LLC | 3,244 | $447K | 0.0% | +47.2% | 0.162% | |
| 2/13/2025 | Mariner LLC | 21,628 | $2.98M | 0.0% | N/A | 1.081% | |
| 2/13/2025 | Raymond James Financial Inc. | 26,035 | $3.59M | 0.0% | N/A | 1.302% | |
| 2/13/2025 | Advisory Services Network LLC | 4,196 | $578K | 0.0% | N/A | 0.210% | |
