| 8/15/2025 | EP Wealth Advisors LLC | 6,855 | $551K | 0.0% | -42.3% | 0.241% | |
| 8/15/2025 | BNP Paribas Financial Markets | 5,800 | $466K | 0.0% | -61.3% | 0.204% | |
| 8/15/2025 | Bank of America Corp DE | 53,020 | $4.26M | 0.0% | -75.7% | 1.860% | |
| 8/15/2025 | Ameriprise Financial Inc. | 26,188 | $2.10M | 0.0% | -12.3% | 0.919% | |
| 8/14/2025 | Raymond James Financial Inc. | 19,932 | $1.60M | 0.0% | -23.5% | 0.699% | |
| 8/14/2025 | NewEdge Advisors LLC | 5,504 | $442K | 0.0% | -3.8% | 0.193% | |
| 8/13/2025 | Great Diamond Partners LLC | 26,738 | $2.15M | 0.5% | -1.6% | 0.938% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 3,226 | $259K | 0.0% | -43.6% | 0.113% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 52,542 | $4.22M | 0.0% | -9.8% | 1.844% | |
| 8/13/2025 | Elevation Point Wealth Partners LLC | 660 | $53K | 0.0% | N/A | 0.023% | |
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| 8/12/2025 | MAI Capital Management | 29,346 | $2.36M | 0.0% | -1.9% | 1.030% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 50,795 | $4.08M | 0.0% | +14.8% | 1.808% | |
| 8/8/2025 | Cetera Investment Advisers | 7,117 | $572K | 0.0% | -5.4% | 0.253% | |
| 8/7/2025 | Ibex Wealth Advisors | 9,077 | $729K | 0.1% | -16.0% | 0.323% | |
| 8/5/2025 | Advisors Preferred LLC | 318 | $26K | 0.0% | N/A | 0.011% | |
| 8/4/2025 | Northwest Financial Advisors | 2,854 | $229K | 0.3% | N/A | 0.102% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 9,041 | $726K | 0.0% | +36.7% | 0.322% | |
| 7/24/2025 | WMG Financial Advisors LLC | 3,684 | $296K | 0.1% | -5.0% | 0.131% | |
| 7/22/2025 | DAVENPORT & Co LLC | 17,265 | $1.39M | 0.0% | +3.1% | 0.614% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 3,392 | $273K | 0.0% | -27.6% | 0.121% | |
| 7/22/2025 | Accel Wealth Management | 6,248 | $502K | 0.2% | +17.7% | 0.222% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 2,611 | $210K | 0.0% | N/A | 0.093% | |
| 7/15/2025 | Carr Financial Group Corp | 3,649 | $293K | 0.1% | -30.7% | 0.130% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,500 | $121K | 0.0% | N/A | 0.053% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 47,207 | $3.18M | 0.0% | +1,539.1% | 1.680% | |
| 5/19/2025 | Jane Street Group LLC | 4,414 | $297K | 0.0% | +38.0% | 0.151% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 47,207 | $3.18M | 0.0% | +1,539.1% | 1.617% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,880 | $194K | 0.0% | -67.5% | 0.099% | |
| 5/16/2025 | NewEdge Advisors LLC | 5,723 | $385K | 0.0% | +3.3% | 0.196% | |
| 5/15/2025 | EP Wealth Advisors LLC | 11,876 | $800K | 0.0% | -1.7% | 0.407% | |
| 5/15/2025 | Royal Bank of Canada | 21,663 | $1.46M | 0.0% | -83.1% | 0.742% | |
| 5/15/2025 | MAI Capital Management | 29,908 | $2.01M | 0.0% | +1.5% | 1.024% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 58,243 | $3.92M | 0.0% | -5.2% | 1.995% | |
| 5/14/2025 | Kestra Advisory Services LLC | 20,819 | $1.40M | 0.0% | +13.2% | 0.713% | |
| 5/14/2025 | Flow Traders U.S. LLC | 5,936 | $400K | 0.0% | N/A | 0.203% | |
| 5/13/2025 | HighTower Advisors LLC | 6,930 | $467K | 0.0% | -98.5% | 0.237% | |
| 5/7/2025 | LPL Financial LLC | 207,201 | $13.95M | 0.0% | -12.5% | 7.096% | |
| 5/6/2025 | Cetera Investment Advisers | 7,522 | $506K | 0.0% | +67.1% | 0.247% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 44,254 | $2.98M | 0.0% | N/A | 1.451% | |
| 5/6/2025 | WMG Financial Advisors LLC | 3,876 | $261K | 0.1% | +10.4% | 0.127% | |
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| 5/5/2025 | Private Advisor Group LLC | 3,466 | $233K | 0.0% | -61.8% | 0.114% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 6,614 | $445K | 0.0% | -66.5% | 0.217% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 10,923 | $734K | 0.1% | N/A | 0.358% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 12,847 | $865K | 0.0% | -34.4% | 0.421% | |
| 4/22/2025 | Carr Financial Group Corp | 5,265 | $354K | 0.1% | -6.5% | 0.173% | |
| 4/15/2025 | Focus Financial Network Inc. | 3,047 | $205K | 0.0% | -15.0% | 0.100% | |
| 4/15/2025 | Ibex Wealth Advisors | 10,806 | $728K | 0.1% | -5.9% | 0.354% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 4,688 | $316K | 0.0% | -29.5% | 0.154% | |
| 4/14/2025 | Outlook Wealth Advisors LLC | 17,914 | $1.21M | 0.3% | +26.8% | 0.543% | |
| 4/10/2025 | Accel Wealth Management | 5,308 | $357K | 0.1% | +10.2% | 0.161% | |
| 2/17/2025 | Cetera Investment Advisers | 4,501 | $341K | 0.0% | +3.8% | 0.108% | |
| 2/17/2025 | Baird Financial Group Inc. | 13,970 | $1.06M | 0.0% | -11.8% | 0.334% | |
| 2/17/2025 | Bank of America Corp DE | 1,052,742 | $79.71M | 0.0% | +25.2% | 25.185% | |
| 2/17/2025 | Ameriprise Financial Inc. | 34,305 | $2.60M | 0.0% | +15.0% | 0.821% | |
| 2/14/2025 | Jane Street Group LLC | 3,199 | $242K | 0.0% | N/A | 0.077% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 3,226 | $244K | 0.0% | -43.6% | 0.077% | |
| 2/14/2025 | Stifel Financial Corp | 43,181 | $3.27M | 0.0% | -2.2% | 1.033% | |
| 2/13/2025 | Mariner LLC | 7,231 | $547K | 0.0% | +31.7% | 0.173% | |
| 2/13/2025 | Bank of Montreal Can | 822 | $62K | 0.0% | N/A | 0.020% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 19,743 | $1.50M | 0.0% | +151.3% | 0.472% | |
| 2/13/2025 | Wells Fargo & Company MN | 94,536 | $7.16M | 0.0% | -6.2% | 2.262% | |
| 2/12/2025 | Summit Financial LLC | 4,162 | $315K | 0.0% | N/A | 0.100% | |
| 2/11/2025 | LPL Financial LLC | 236,837 | $17.93M | 0.0% | +21.4% | 5.666% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 10,475 | $793K | 0.0% | +6.2% | 0.251% | |
| 2/7/2025 | HighTower Advisors LLC | 456,682 | $34.58M | 0.0% | -0.1% | 10.925% | |
| 2/7/2025 | Independent Advisor Alliance | 3,390 | $257K | 0.0% | N/A | 0.081% | |
| 2/6/2025 | Raymond James Financial Inc. | 180,297 | $13.65M | 0.0% | N/A | 4.313% | |
| 2/6/2025 | WMG Financial Advisors LLC | 3,510 | $266K | 0.1% | +6.6% | 0.084% | |
| 2/6/2025 | Jones Financial Companies Lllp | 8,865 | $671K | 0.0% | +61.5% | 0.212% | |
| 1/31/2025 | Truist Financial Corp | 42,865 | $3.25M | 0.0% | -1.9% | 1.025% | |
| 1/28/2025 | Apollon Wealth Management LLC | 40,792 | $3.09M | 0.1% | +11.8% | 0.976% | |
| 1/28/2025 | SOA Wealth Advisors LLC. | 4,774 | $362K | 0.1% | -7.0% | 0.114% | |
| 1/24/2025 | Spire Wealth Management | 815 | $62K | 0.0% | +406.2% | 0.019% | |
| 1/24/2025 | DAVENPORT & Co LLC | 16,667 | $1.26M | 0.0% | +1.9% | 0.399% | |
| 1/23/2025 | Ibex Wealth Advisors | 11,484 | $869K | 0.1% | N/A | 0.275% | |
| 1/22/2025 | Nilsine Partners LLC | 23,007 | $1.74M | 0.2% | -1.8% | 0.550% | |
| 1/22/2025 | PFG Investments LLC | 3,198 | $242K | 0.0% | +9.0% | 0.077% | |
| 1/21/2025 | Carr Financial Group Corp | 5,633 | $426K | 0.1% | -7.1% | 0.135% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 21,986 | $1.67M | 0.0% | N/A | 0.526% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 6,647 | $503K | 0.0% | -8.0% | 0.159% | |
| 1/14/2025 | Outlook Wealth Advisors LLC | 14,126 | $1.07M | 0.3% | -5.0% | 0.338% | |
| 11/15/2024 | MML Investors Services LLC | 2,671 | $213K | 0.0% | N/A | 0.064% | |
| 11/15/2024 | Stifel Financial Corp | 44,166 | $3.52M | 0.0% | +8.6% | 1.057% | |
| 11/15/2024 | HighTower Advisors LLC | 457,352 | $36.40M | 0.1% | -0.2% | 10.941% | |
| 11/14/2024 | Walleye Capital LLC | 5,655 | $450K | 0.0% | -42.7% | 0.135% | |
| 11/13/2024 | FMR LLC | 5,216 | $415K | 0.0% | +31.8% | 0.125% | |
| 11/12/2024 | KKM Financial LLC | 6,061 | $482K | 0.2% | +4.8% | 0.145% | |
| 11/8/2024 | Prospera Financial Services Inc | 15,635 | $1.25M | 0.0% | -3.2% | 0.374% | |
| 11/5/2024 | Apollon Wealth Management LLC | 36,479 | $2.90M | 0.1% | +3.2% | 0.873% | |
| 11/1/2024 | Carr Financial Group Corp | 6,065 | $483K | 0.1% | -2.9% | 0.145% | |
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| 10/30/2024 | MinichMacGregor Wealth Management LLC | 4,864 | $387K | 0.1% | -8.1% | 0.116% | |
| 10/25/2024 | Great Diamond Partners LLC | 26,505 | $2.11M | 0.5% | -3.1% | 0.634% | |
| 10/24/2024 | PFG Investments LLC | 2,933 | $233K | 0.0% | N/A | 0.070% | |
| 10/23/2024 | Outlook Wealth Advisors LLC | 14,868 | $1.18M | 0.3% | +4.8% | 0.356% | |
| 10/23/2024 | Global Trust Asset Management LLC | 1,225 | $97K | 0.0% | N/A | 0.029% | |
| 10/23/2024 | Hennion & Walsh Asset Management Inc. | 6,580 | $521K | 0.0% | -6.3% | 0.157% | |
| 10/22/2024 | Private Advisor Group LLC | 9,108 | $725K | 0.0% | +3.6% | 0.218% | |
| 10/21/2024 | Western Financial Corp CA | 5,109 | $407K | 0.2% | -4.8% | 0.122% | |
| 10/18/2024 | Raymond James & Associates | 77,065 | $6.13M | 0.0% | +6.8% | 1.844% | |
| 8/21/2024 | Truist Financial Corp | 42,958 | $2.91M | 0.0% | -2.2% | 1.028% | |
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