| 6/2/2025 | Modern Wealth Management LLC | 44,988 | $1.51M | 0.0% | N/A | 0.474% | |
| 5/20/2025 | Focus Partners Wealth | 13,177 | $441K | 0.0% | +2.6% | 0.142% | |
| 5/19/2025 | Jane Street Group LLC | 31,691 | $1.06M | 0.0% | +72.4% | 0.341% | |
| 5/16/2025 | Jones Financial Companies Lllp | 33,552 | $1.12M | 0.0% | +1,002.2% | 0.361% | |
| 5/15/2025 | Royal Bank of Canada | 45,158 | $1.51M | 0.0% | +26.1% | 0.486% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 7,585 | $254K | 0.0% | +26.8% | 0.082% | |
| 5/14/2025 | Flow Traders U.S. LLC | 56,879 | $1.90M | 0.1% | N/A | 0.612% | |
| 5/14/2025 | Sensible Money LLC | 12,217 | $409K | 0.2% | -2.3% | 0.131% | |
| 5/13/2025 | HighTower Advisors LLC | 187,329 | $6.27M | 0.0% | -1.7% | 2.014% | |
| 5/12/2025 | Invesco Ltd. | 461,670 | $15.46M | 0.0% | -8.2% | 4.964% | |
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| 5/9/2025 | Charles Schwab Investment Management Inc. | 5,510,044 | $184.46M | 0.0% | -4.3% | 59.248% | |
| 5/9/2025 | Wade Financial Advisory Inc | 45,889 | $1.54M | 0.5% | -3.8% | 0.493% | |
| 5/9/2025 | L & S Advisors Inc | 25,392 | $850K | 0.1% | +4.0% | 0.273% | |
| 5/8/2025 | Cutler Investment Counsel LLC | 136,003 | $4.55M | 0.5% | -30.8% | 1.462% | |
| 5/6/2025 | Opes Wealth Management LLC | 199,681 | $6.69M | 1.3% | -2.0% | 1.692% | |
| 5/5/2025 | IFP Advisors Inc | 3,308 | $111K | 0.0% | +6,261.5% | 0.028% | |
| 5/5/2025 | Beckerman Institutional LLC | 20,147 | $674K | 0.5% | +7.3% | 0.171% | |
| 5/2/2025 | Droms Strauss Advisors Inc. MO ADV | 110,364 | $3.70M | 1.3% | -3.4% | 0.935% | |
| 5/1/2025 | Westmount Partners LLC | 11,296 | $378K | 0.1% | N/A | 0.096% | |
| 4/30/2025 | Cerity Partners LLC | 7,724 | $259K | 0.0% | -13.0% | 0.065% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 16,954 | $568K | 0.0% | -2.7% | 0.144% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 9,036 | $302K | 0.0% | -11.2% | 0.077% | |
| 4/10/2025 | Charles Schwab Trust Co | 31,712 | $1.06M | 0.1% | -1.3% | 0.269% | |
| 4/10/2025 | KWB Wealth | 56,415 | $1.78M | 0.2% | -10.4% | 0.478% | |
| 2/17/2025 | Studio Investment Management LLC | 33,862 | $1.07M | 0.2% | +2.4% | 0.218% | |
| 2/17/2025 | Focus Partners Wealth | 12,839 | $406K | 0.0% | N/A | 0.083% | |
| 2/17/2025 | EP Wealth Advisors LLC | 6,021 | $190K | 0.0% | N/A | 0.039% | |
| 2/17/2025 | Captrust Financial Advisors | 96,607 | $3.06M | 0.0% | -0.4% | 0.621% | |
| 2/17/2025 | Bank of America Corp DE | 17,092 | $540K | 0.0% | +39.4% | 0.110% | |
| 2/17/2025 | Ameriprise Financial Inc. | 92,649 | $2.93M | 0.0% | +4.9% | 0.596% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 18,875 | $597K | 0.0% | -3.2% | 0.121% | |
| 2/14/2025 | Jane Street Group LLC | 18,386 | $581K | 0.0% | -92.9% | 0.118% | |
| 2/14/2025 | Susquehanna International Group LLP | 77,067 | $2.44M | 0.0% | -71.6% | 0.496% | |
| 2/13/2025 | Bessemer Group Inc. | 1,468 | $46K | 0.0% | N/A | 0.009% | |
| 2/13/2025 | Raymond James Financial Inc. | 7,482 | $237K | 0.0% | N/A | 0.048% | |
| 2/13/2025 | Invesco Ltd. | 502,933 | $15.90M | 0.0% | +107.8% | 3.234% | |
| 2/13/2025 | Bank of Montreal Can | 16,363 | $517K | 0.0% | -73.7% | 0.105% | |
| 2/13/2025 | Cerity Partners LLC | 8,874 | $281K | 0.0% | -9.3% | 0.057% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 17,416 | $551K | 0.0% | +2.5% | 0.112% | |
| 2/12/2025 | CIBC Private Wealth Group LLC | 1,320 | $42K | 0.0% | -58.5% | 0.008% | |
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| 2/12/2025 | L & S Advisors Inc | 24,409 | $772K | 0.1% | +3.7% | 0.157% | |
| 2/11/2025 | LPL Financial LLC | 15,239 | $482K | 0.0% | -10.2% | 0.098% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 32,253 | $1.02M | 0.0% | +3.5% | 0.207% | |
| 2/7/2025 | HighTower Advisors LLC | 190,594 | $6.03M | 0.0% | -0.5% | 1.226% | |
| 2/6/2025 | Raymond James Financial Inc. | 7,482 | $237K | 0.0% | N/A | 0.048% | |
| 2/6/2025 | Charles Schwab Investment Management Inc. | 5,756,036 | $182.01M | 0.0% | -4.7% | 37.016% | |
| 2/6/2025 | Jones Financial Companies Lllp | 3,044 | $96K | 0.0% | +71.5% | 0.020% | |
| 1/31/2025 | Droms Strauss Advisors Inc. MO ADV | 114,232 | $3.61M | 1.2% | +0.9% | 0.735% | |
| 1/31/2025 | Cutler Investment Counsel LLC | 196,659 | $6.22M | 0.8% | -17.7% | 1.265% | |
| 1/30/2025 | Opes Wealth Management LLC | 203,816 | $6.45M | 1.3% | +0.7% | 1.311% | |
| 1/30/2025 | Allworth Financial LP | 3,606 | $117K | 0.0% | -18.7% | 0.023% | |
| 1/23/2025 | Wade Financial Advisory Inc | 47,713 | $1.51M | 0.5% | +1.7% | 0.307% | |
| 1/23/2025 | Asset Dedication LLC | 15,196 | $480K | 0.0% | -5.5% | 0.098% | |
| 1/16/2025 | Charles Schwab Trust Co | 32,115 | $1.02M | 0.1% | -1.7% | 0.207% | |
| 1/14/2025 | KWB Wealth | 62,980 | $1.99M | 0.2% | +1.3% | 0.405% | |
| 11/15/2024 | Jane Street Group LLC | 258,327 | $9.08M | 0.0% | +142.0% | 1.661% | |
| 11/15/2024 | HighTower Advisors LLC | 191,643 | $6.73M | 0.0% | +0.5% | 1.232% | |
| 11/14/2024 | Flow Traders U.S. LLC | 54,250 | $1.91M | 0.1% | -58.9% | 0.349% | |
| 11/14/2024 | Captrust Financial Advisors | 97,010 | $3.41M | 0.0% | -16.4% | 0.624% | |
| 11/13/2024 | FMR LLC | 7,315 | $257K | 0.0% | +18.6% | 0.047% | |
| 11/13/2024 | Bank of Montreal Can | 62,221 | $2.19M | 0.0% | +62.7% | 0.400% | |
| 11/12/2024 | Studio Investment Management LLC | 33,084 | $1.16M | 0.2% | +6.5% | 0.213% | |
| 11/12/2024 | Charles Schwab Investment Management Inc. | 6,038,612 | $212.26M | 0.0% | -28.5% | 38.834% | |
| 11/12/2024 | L & S Advisors Inc | 23,528 | $827K | 0.1% | -2.5% | 0.151% | |
| 11/6/2024 | Cutler Investment Counsel LLC | 238,904 | $8.40M | 1.1% | -25.5% | 1.536% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 1,951 | $69K | 0.0% | +19.4% | 0.013% | |
| 11/1/2024 | Klingman & Associates LLC | 23,721 | $834K | 0.1% | -2.4% | 0.153% | |
| 11/1/2024 | Beckerman Institutional LLC | 18,987 | $667K | 0.6% | N/A | 0.122% | |
| 10/31/2024 | Droms Strauss Advisors Inc. MO ADV | 113,223 | $3.98M | 1.4% | +1.0% | 0.728% | |
| 10/29/2024 | Opes Wealth Management LLC | 202,424 | $7.12M | 1.4% | -0.7% | 1.302% | |
| 10/28/2024 | Wade Financial Advisory Inc | 46,928 | $1.65M | 0.6% | -2.7% | 0.302% | |
| 10/28/2024 | US Bancorp DE | 1,371 | $48K | 0.0% | N/A | 0.009% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 7,263 | $255K | 0.0% | +13.4% | 0.047% | |
| 10/23/2024 | Allworth Financial LP | 4,438 | $156K | 0.0% | -36.1% | 0.029% | |
| 10/22/2024 | Sequoia Financial Advisors LLC | 13,804 | $485K | 0.0% | +21.5% | 0.089% | |
| 10/16/2024 | Sensible Money LLC | 12,499 | $439K | 0.2% | -26.6% | 0.080% | |
| 10/16/2024 | Asset Dedication LLC | 16,080 | $565K | 0.0% | -23.7% | 0.103% | |
| 10/11/2024 | Creative Planning | 36,201 | $1.27M | 0.0% | +33.7% | 0.233% | |
| 10/8/2024 | Williams & Novak LLC | 13,560 | $477K | 0.4% | -30.0% | 0.087% | |
| 10/7/2024 | KWB Wealth | 62,142 | $2.01M | 0.3% | +0.8% | 0.400% | |
| 9/18/2024 | Sensible Money LLC | 17,035 | $551K | 0.3% | -5.9% | 0.110% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 2,715 | $88K | 0.0% | +74.4% | 0.017% | |
| 8/16/2024 | Creative Planning | 27,068 | $875K | 0.0% | +9.4% | 0.174% | |
| 8/16/2024 | Susquehanna International Group LLP | 107,335 | $3.47M | 0.0% | +90.3% | 0.690% | |
| 8/14/2024 | Bank of Montreal Can | 38,250 | $1.27M | 0.0% | -18.9% | 0.246% | |
| 8/13/2024 | Merriman Wealth Management LLC | 124,309 | $4.02M | 0.2% | -1.5% | 0.799% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 19,223 | $621K | 0.0% | +5.3% | 0.124% | |
| 8/10/2024 | L & S Advisors Inc | 24,130 | $780K | 0.1% | +2.1% | 0.155% | |
| 8/10/2024 | Axxcess Wealth Management LLC | 15,063 | $487K | 0.0% | N/A | 0.097% | |
| 8/8/2024 | CoreCap Advisors LLC | 10,423 | $337K | 0.0% | N/A | 0.067% | |
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| 8/7/2024 | Studio Investment Management LLC | 31,069 | $1.00M | 0.2% | +5.3% | 0.200% | |
| 8/6/2024 | Asset Dedication LLC | 21,076 | $681K | 0.0% | N/A | 0.136% | |
| 8/6/2024 | Opes Wealth Management LLC | 203,904 | $6.59M | 1.4% | -0.5% | 1.311% | |
| 7/31/2024 | Aptus Capital Advisors LLC | 1,634 | $53K | 0.0% | N/A | 0.011% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 30,311 | $980K | 0.0% | +5.6% | 0.195% | |
| 7/31/2024 | Klingman & Associates LLC | 24,305 | $786K | 0.1% | -6.5% | 0.156% | |
| 7/26/2024 | Access Investment Management LLC | 4,675 | $151K | 0.0% | -29.2% | 0.030% | |
| 7/25/2024 | Wade Financial Advisory Inc | 48,206 | $1.56M | 0.6% | -8.7% | 0.310% | |
| 7/22/2024 | Colonial River Wealth Management LLC | 15,099 | $488K | 0.3% | +4.0% | 0.097% | |
| 7/15/2024 | Dynamic Advisor Solutions LLC | 20,194 | $653K | 0.0% | -5.3% | 0.130% | |
