| 5/19/2025 | Jane Street Group LLC | 114,087 | $2.13M | 0.0% | +136.4% | 0.183% | |
| 5/16/2025 | Permanens Capital L.P. | 1,380,931 | $25.82M | 4.7% | N/A | 2.217% | |
| 5/16/2025 | NewEdge Advisors LLC | 151,736 | $2.84M | 0.0% | +9.1% | 0.244% | |
| 5/15/2025 | Royal Bank of Canada | 3,094,950 | $57.88M | 0.0% | +5.5% | 4.968% | |
| 5/15/2025 | Baird Financial Group Inc. | 293,854 | $5.50M | 0.0% | -2.4% | 0.472% | |
| 5/15/2025 | Activest Wealth Management | 39,555 | $740K | 0.2% | -28.8% | 0.063% | |
| 5/14/2025 | Comerica Bank | 84,864 | $1.59M | 0.0% | +12.6% | 0.136% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 70,734 | $1.32M | 0.1% | +28.4% | 0.114% | |
| 5/14/2025 | Kestra Advisory Services LLC | 161,797 | $3.03M | 0.0% | +196.0% | 0.260% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,863,989 | $34.86M | 0.0% | +5.9% | 2.992% | |
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| 5/12/2025 | Berger Financial Group Inc | 402,626 | $7.53M | 0.5% | +12.9% | 0.646% | |
| 5/12/2025 | Benjamin Edwards Inc. | 787,811 | $14.73M | 0.2% | +2.8% | 1.265% | |
| 5/9/2025 | AXS Investments LLC | 292,799 | $5.48M | 1.5% | N/A | 0.470% | |
| 5/8/2025 | Coastal Bridge Advisors LLC | 25,663 | $480K | 0.1% | +33.6% | 0.041% | |
| 5/8/2025 | Dearborn Partners LLC | 104,148 | $1.95M | 0.1% | -3.7% | 0.167% | |
| 5/7/2025 | LPL Financial LLC | 2,109,257 | $39.44M | 0.0% | +17.4% | 3.386% | |
| 5/7/2025 | FourThought Financial Partners LLC | 50,311 | $941K | 0.1% | +3.4% | 0.081% | |
| 5/6/2025 | Lifeworks Advisors LLC | 76,422 | $1.43M | 0.2% | N/A | 0.123% | |
| 5/6/2025 | Flynn Zito Capital Management LLC | 118,106 | $2.21M | 1.0% | -59.9% | 0.191% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 135,658 | $2.54M | 0.1% | +6.5% | 0.219% | |
| 5/5/2025 | IFP Advisors Inc | 19,540 | $365K | 0.0% | +106.1% | 0.032% | |
| 5/5/2025 | Private Advisor Group LLC | 212,829 | $3.98M | 0.0% | -38.8% | 0.344% | |
| 5/2/2025 | Mechanics Financial Corp | 29,718 | $556K | 0.3% | +5.4% | 0.048% | |
| 5/1/2025 | Asset Dedication LLC | 1,780 | $33K | 0.0% | N/A | 0.003% | |
| 5/1/2025 | Platform Technology Partners | 11,000 | $206K | 0.1% | N/A | 0.018% | |
| 5/1/2025 | Grant GrossMendelsohn LLC | 34,241 | $633K | 0.4% | N/A | 0.055% | |
| 5/1/2025 | IFC Advisors LLC | 2,777,729 | $51.94M | 10.8% | +17.6% | 4.484% | |
| 4/30/2025 | Cerity Partners LLC | 111,422 | $2.08M | 0.0% | +2.3% | 0.180% | |
| 4/30/2025 | MainStreet Investment Advisors LLC | 131,937 | $2.47M | 0.4% | -7.6% | 0.213% | |
| 4/30/2025 | Rogco LP | 375,315 | $7.02M | 2.8% | +6.7% | 0.606% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 15,456 | $289K | 0.0% | N/A | 0.025% | |
| 4/30/2025 | Principal Securities Inc. | 220,868 | $4.11M | 0.1% | +0.8% | 0.357% | |
| 4/30/2025 | Investment Partners LTD. | 126,908 | $2.37M | 1.0% | -7.5% | 0.205% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 40,160 | $751K | 0.0% | +3.9% | 0.065% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 252,635 | $4.72M | 0.0% | +15.5% | 0.408% | |
| 4/29/2025 | Bank of New York Mellon Corp | 40,072 | $749K | 0.0% | +2.3% | 0.065% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 58,303 | $1.09M | 0.1% | +79.2% | 0.094% | |
| 4/28/2025 | Principal Financial Group Inc. | 230,176 | $4.30M | 0.0% | +17.4% | 0.372% | |
| 4/28/2025 | Private Trust Co. NA | 3,414 | $64K | 0.0% | -18.9% | 0.006% | |
| 4/28/2025 | Pinnacle Financial Partners Inc | 30,272 | $566K | 0.0% | -21.0% | 0.049% | |
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| 4/28/2025 | Meadow Creek Wealth Advisors LLC | 113,673 | $2.13M | 1.6% | +7.3% | 0.183% | |
| 4/28/2025 | DAVENPORT & Co LLC | 12,253 | $229K | 0.0% | N/A | 0.020% | |
| 4/24/2025 | Cornerstone Advisors Asset Management LLC | 481,665 | $8.92M | 1.8% | +7.4% | 0.778% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 64,810 | $1.21M | 0.0% | -26.8% | 0.105% | |
| 4/23/2025 | Wealth Management Resources Inc. | 11,497 | $215K | 0.1% | N/A | 0.019% | |
| 4/23/2025 | Tyche Wealth Partners LLC | 604,771 | $11.31M | 2.4% | +1.7% | 0.976% | |
| 4/22/2025 | XML Financial LLC | 18,516 | $346K | 0.0% | -3.9% | 0.030% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 20,653 | $386K | 0.0% | +3.3% | 0.033% | |
| 4/22/2025 | Advisor Resource Council | 38,700 | $724K | 0.1% | N/A | 0.062% | |
| 4/21/2025 | PSI Advisors LLC | 254,234 | $4.75M | 1.5% | +16.9% | 0.410% | |
| 4/18/2025 | GSB Wealth Management LLC | 193,168 | $3.61M | 0.9% | +193.6% | 0.312% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 1,233,237 | $23.06M | 0.0% | +5.2% | 1.991% | |
| 4/16/2025 | Bensler LLC | 521,227 | $9.75M | 1.2% | +19.5% | 0.841% | |
| 4/15/2025 | Ibex Wealth Advisors | 93,464 | $1.75M | 0.2% | -6.7% | 0.151% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 43,442 | $812K | 0.0% | +20.9% | 0.070% | |
| 4/14/2025 | Farther Finance Advisors LLC | 14,289 | $266K | 0.0% | -44.4% | 0.023% | |
| 4/14/2025 | LexAurum Advisors LLC | 28,218 | $528K | 0.1% | +17.9% | 0.046% | |
| 4/9/2025 | Flagstar Advisors Inc. | 77,664 | $1.45M | 0.4% | +8.4% | 0.126% | |
| 4/9/2025 | Fiduciary Alliance LLC | 86,962 | $1.63M | 0.2% | +1.3% | 0.141% | |
| 4/1/2025 | MassMutual Private Wealth & Trust FSB | 133,072 | $2.49M | 0.1% | -5.5% | 0.216% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 1,172,413 | $21.82M | 0.0% | +2.6% | 1.964% | |
| 2/20/2025 | Griffith & Werner Inc. | 10,940 | $204K | 0.1% | N/A | 0.023% | |
| 2/18/2025 | Delta Investment Management LLC | 78,860 | $1.47M | 0.3% | +3.4% | 0.164% | |
| 2/17/2025 | Willis Johnson & Associates Inc. | 115,994 | $2.16M | 0.2% | -6.5% | 0.241% | |
| 2/17/2025 | Royal Bank of Canada | 2,934,200 | $54.61M | 0.0% | +68.4% | 6.088% | |
| 2/17/2025 | MainStreet Investment Advisors LLC | 142,746 | $2.66M | 0.4% | +31.0% | 0.296% | |
| 2/17/2025 | Coastal Bridge Advisors LLC | 19,214 | $358K | 0.1% | N/A | 0.040% | |
| 2/17/2025 | Baird Financial Group Inc. | 301,042 | $5.60M | 0.0% | -0.5% | 0.625% | |
| 2/17/2025 | Bank of America Corp DE | 8,900,444 | $165.64M | 0.0% | +11.3% | 18.466% | |
| 2/17/2025 | Benjamin Edwards Inc. | 766,581 | $14.27M | 0.2% | +3.0% | 1.590% | |
| 2/14/2025 | South Plains Financial Inc. | 11,578 | $215K | 0.2% | N/A | 0.024% | |
| 2/14/2025 | Jane Street Group LLC | 48,264 | $898K | 0.0% | -18.9% | 0.100% | |
| 2/14/2025 | Comerica Bank | 75,362 | $1.40M | 0.0% | +35.9% | 0.156% | |
| 2/14/2025 | Berger Financial Group Inc | 356,724 | $6.64M | 0.5% | +9.6% | 0.740% | |
| 2/14/2025 | Stifel Financial Corp | 97,855 | $1.82M | 0.0% | -7.1% | 0.203% | |
| 2/13/2025 | NewEdge Advisors LLC | 139,079 | $2.59M | 0.0% | +52.2% | 0.289% | |
| 2/13/2025 | Mariner LLC | 355,460 | $6.62M | 0.0% | +6.1% | 0.737% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 95,423 | $1.78M | 0.0% | +1.5% | 0.198% | |
| 2/13/2025 | Argent Trust Co | 40,305 | $750K | 0.0% | -21.6% | 0.084% | |
| 2/13/2025 | Raymond James Financial Inc. | 1,760,104 | $32.76M | 0.0% | N/A | 3.652% | |
| 2/13/2025 | Cerity Partners LLC | 108,922 | $2.03M | 0.0% | +4.5% | 0.226% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 218,761 | $4.07M | 0.0% | -14.6% | 0.454% | |
| 2/13/2025 | Wells Fargo & Company MN | 3,049,746 | $56.76M | 0.0% | -38.7% | 6.327% | |
| 2/12/2025 | Mechanics Financial Corp | 28,193 | $525K | 0.2% | +2.5% | 0.058% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 68,299 | $1.27M | 0.0% | +11.3% | 0.142% | |
| 2/12/2025 | JPMorgan Chase & Co. | 15,271 | $284K | 0.0% | -62.7% | 0.032% | |
| 2/11/2025 | LPL Financial LLC | 1,797,114 | $33.44M | 0.0% | +8.4% | 3.728% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 303,319 | $5.65M | 0.0% | -1.6% | 0.629% | |
| 2/10/2025 | Farther Finance Advisors LLC | 25,700 | $478K | 0.0% | -8.0% | 0.053% | |
| 2/7/2025 | Independent Advisor Alliance | 23,335 | $434K | 0.0% | N/A | 0.048% | |
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| 2/6/2025 | Raymond James Financial Inc. | 1,760,104 | $32.76M | 0.0% | N/A | 3.652% | |
| 2/5/2025 | Smartleaf Asset Management LLC | 55,109 | $1.03M | 0.1% | +22.0% | 0.114% | |
| 2/5/2025 | Heritage Wealth Management Inc. | 25,300 | $471K | 0.2% | N/A | 0.052% | |
| 2/5/2025 | Jacobi Capital Management LLC | 17,511 | $326K | 0.0% | -13.6% | 0.036% | |
| 2/5/2025 | Private Trust Co. NA | 4,212 | $78K | 0.0% | -43.9% | 0.009% | |
| 2/5/2025 | Flynn Zito Capital Management LLC | 294,458 | $5.48M | 2.5% | -2.5% | 0.611% | |
| 2/5/2025 | Whipplewood Advisors LLC | 20,112 | $374K | 0.2% | N/A | 0.042% | |
| 2/4/2025 | Bank of New York Mellon Corp | 39,172 | $729K | 0.0% | +6.3% | 0.081% | |
| 2/4/2025 | W.G. Shaheen & Associates DBA Whitney & Co | 16,500 | $307K | 0.0% | +17.9% | 0.034% | |
| 2/4/2025 | IFP Advisors Inc | 9,483 | $176K | 0.0% | +496.8% | 0.020% | |
