| 5/21/2025 | MBL Wealth LLC | 244,893 | $7.18M | 0.7% | +4.7% | 4.493% | |
| 5/19/2025 | Jane Street Group LLC | 53,012 | $1.55M | 0.0% | +160.8% | 0.973% | |
| 5/16/2025 | NewEdge Advisors LLC | 9,475 | $278K | 0.0% | +14.9% | 0.174% | |
| 5/15/2025 | Royal Bank of Canada | 40,013 | $1.17M | 0.0% | +52.3% | 0.734% | |
| 5/14/2025 | Freedom Investment Management Inc. | 20,881 | $612K | 0.1% | +14.4% | 0.383% | |
| 5/13/2025 | Raymond James Financial Inc. | 283,062 | $8.30M | 0.0% | +3.0% | 5.341% | |
| 5/12/2025 | One Degree Advisors Inc | 13,930 | $408K | 0.2% | +66.9% | 0.263% | |
| 5/8/2025 | SPC Financial Inc. | 165,189 | $4.84M | 0.4% | +8.2% | 3.117% | |
| 5/7/2025 | LPL Financial LLC | 558,983 | $16.39M | 0.0% | +10.9% | 10.547% | |
| 5/7/2025 | Empirical Finance LLC | 193,079 | $5.66M | 0.3% | -6.0% | 3.643% | |
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| 5/6/2025 | Pacer Advisors Inc. | 415,138 | $12.17M | 0.0% | +15.2% | 7.833% | |
| 5/6/2025 | Cetera Investment Advisers | 373,443 | $10.95M | 0.0% | -2.2% | 7.046% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 71,732 | $2.10M | 0.0% | +4.0% | 1.353% | |
| 5/1/2025 | ADE LLC | 23,338 | $684K | 0.4% | +2.9% | 0.440% | |
| 5/1/2025 | Stegent Equity Advisors Inc. | 6,889 | $202K | 0.2% | N/A | 0.130% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 33,593 | $985K | 0.0% | +2.9% | 0.634% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 9,757 | $286K | 0.0% | -4.6% | 0.184% | |
| 4/28/2025 | Private Trust Co. NA | 9,283 | $272K | 0.0% | +19.9% | 0.175% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 79,205 | $2.32M | 0.0% | +1.9% | 1.494% | |
| 4/14/2025 | Whitaker Myers Wealth Managers LTD. | 47,609 | $1.40M | 0.4% | -0.8% | 0.916% | |
| 4/11/2025 | Unique Wealth LLC | 12,616 | $370K | 0.1% | N/A | 0.243% | |
| 2/17/2025 | Cetera Investment Advisers | 381,933 | $10.60M | 0.0% | +0.5% | 7.139% | |
| 2/17/2025 | Ameriprise Financial Inc. | 98,878 | $2.74M | 0.0% | +18.6% | 1.848% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 872 | $25K | 0.0% | N/A | 0.016% | |
| 2/14/2025 | Jane Street Group LLC | 20,326 | $564K | 0.0% | +157.2% | 0.380% | |
| 2/14/2025 | Freedom Investment Management Inc. | 18,260 | $507K | 0.0% | -6.8% | 0.341% | |
| 2/13/2025 | NewEdge Advisors LLC | 8,245 | $229K | 0.0% | +20.5% | 0.154% | |
| 2/13/2025 | One Degree Advisors Inc | 8,348 | $246K | 0.1% | N/A | 0.156% | |
| 2/13/2025 | Raymond James Financial Inc. | 274,712 | $7.62M | 0.0% | N/A | 5.135% | |
| 2/13/2025 | Wells Fargo & Company MN | 409,556 | $11.37M | 0.0% | +7.8% | 7.655% | |
| 2/12/2025 | PKS Advisory Services LLC | 39,839 | $1.11M | 0.3% | N/A | 0.745% | |
| 2/11/2025 | LPL Financial LLC | 504,107 | $13.99M | 0.0% | +3.1% | 9.423% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 91,448 | $2.54M | 0.0% | +5.9% | 1.709% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 68,948 | $1.91M | 0.0% | +45.6% | 1.289% | |
| 2/6/2025 | Raymond James Financial Inc. | 274,712 | $7.62M | 0.0% | N/A | 5.135% | |
| 2/6/2025 | SPC Financial Inc. | 152,726 | $4.24M | 0.4% | +10.2% | 2.855% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 12,806 | $355K | 0.0% | -14.8% | 0.239% | |
| 2/5/2025 | Jacobi Capital Management LLC | 12,377 | $343K | 0.0% | N/A | 0.231% | |
| 2/4/2025 | MONECO Advisors LLC | 25,175 | $699K | 0.1% | -9.0% | 0.471% | |
| 2/3/2025 | Private Advisor Group LLC | 15,044 | $417K | 0.0% | -3.9% | 0.281% | |
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| 1/31/2025 | Global Retirement Partners LLC | 30,827 | $855K | 0.0% | -2.5% | 0.576% | |
| 1/28/2025 | Empirical Finance LLC | 205,455 | $5.70M | 0.3% | -8.7% | 3.840% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 44,941 | $1.25M | 0.0% | +4.7% | 0.840% | |
| 1/22/2025 | Axiom Financial Strategies LLC | 204,782 | $5.68M | 3.2% | -0.6% | 3.828% | |
| 1/22/2025 | Pacer Advisors Inc. | 360,316 | $10.00M | 0.0% | +5.6% | 6.735% | |
| 1/15/2025 | Whitaker Myers Wealth Managers LTD. | 47,977 | $1.33M | 0.4% | +1.2% | 0.897% | |
| 1/14/2025 | Kathmere Capital Management LLC | 30,558 | $848K | 0.1% | +4.0% | 0.571% | |
| 1/10/2025 | ORG Partners LLC | 4,593 | $127K | 0.0% | -92.0% | 0.086% | |
| 11/15/2024 | MML Investors Services LLC | 8,364 | $259K | 0.0% | -23.8% | 0.156% | |
| 11/15/2024 | Jane Street Group LLC | 7,902 | $244K | 0.0% | -93.4% | 0.148% | |
| 11/15/2024 | Stifel Financial Corp | 46,052 | $1.42M | 0.0% | -0.8% | 0.861% | |
| 11/13/2024 | Freedom Investment Management Inc. | 19,597 | $606K | 0.0% | +17.8% | 0.366% | |
| 11/12/2024 | Pacer Advisors Inc. | 341,217 | $10.55M | 0.0% | +1.7% | 6.378% | |
| 10/25/2024 | MONECO Advisors LLC | 27,674 | $856K | 0.1% | -17.6% | 0.517% | |
| 10/22/2024 | Private Advisor Group LLC | 15,650 | $484K | 0.0% | -2.3% | 0.293% | |
| 10/19/2024 | Stegent Equity Advisors Inc. | 6,889 | $213K | 0.2% | N/A | 0.129% | |
| 10/18/2024 | Whitaker Myers Wealth Managers LTD. | 47,404 | $1.47M | 0.5% | +1.6% | 0.886% | |
| 10/16/2024 | Global Retirement Partners LLC | 31,608 | $977K | 0.0% | +4.3% | 0.591% | |
| 10/16/2024 | SPC Financial Inc. | 138,539 | $4.28M | 0.4% | +9.9% | 2.590% | |
| 10/11/2024 | ORG Partners LLC | 57,664 | $1.78M | 0.3% | +3.5% | 1.078% | |
| 8/22/2024 | Cetera Investment Advisers | 387,436 | $11.21M | 0.0% | -0.2% | 7.242% | |
| 8/21/2024 | SPC Financial Inc. | 126,088 | $3.65M | 0.3% | +12.2% | 2.357% | |
| 8/16/2024 | Magnolia Capital Advisors LLC | 56,114 | $1.62M | 0.1% | -1.1% | 1.049% | |
| 8/14/2024 | Bank of Montreal Can | 24,220 | $710K | 0.0% | N/A | 0.453% | |
| 8/13/2024 | Pacer Advisors Inc. | 335,517 | $9.70M | 0.0% | -7.0% | 6.271% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 81,067 | $2.34M | 0.0% | -0.7% | 1.515% | |
| 7/31/2024 | Concurrent Investment Advisors LLC | 10,223 | $296K | 0.0% | N/A | 0.191% | |
| 7/30/2024 | International Assets Investment Management LLC | 942 | $27K | 0.0% | N/A | 0.018% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 73,690 | $2.13M | 0.0% | +11.3% | 1.377% | |
| 7/19/2024 | MONECO Advisors LLC | 33,596 | $972K | 0.1% | +5.8% | 0.628% | |
| 7/19/2024 | MBL Wealth LLC | 211,576 | $6.12M | 0.7% | +4.4% | 3.955% | |
| 7/16/2024 | ORG Partners LLC | 55,736 | $1.62M | 0.2% | N/A | 1.042% | |
| 7/1/2024 | Kathmere Capital Management LLC | 33,733 | $930K | 0.1% | +9.7% | 0.631% | |
| 5/24/2024 | Cetera Advisors LLC | 52,229 | $1.52M | 0.0% | +7.1% | 0.976% | |
| 5/24/2024 | Cetera Investment Advisers | 388,144 | $11.28M | 0.0% | +2,157.3% | 7.255% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 31,252 | $908K | 0.0% | +45.8% | 0.584% | |
| 5/4/2024 | SPC Financial Inc. | 112,377 | $3.27M | 0.3% | +31.4% | 2.101% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 1,423 | $41K | 0.0% | -95.9% | 0.027% | |
| 5/2/2024 | Magnolia Capital Advisors LLC | 56,751 | $1.57M | 1.3% | +1.7% | 1.061% | |
| 5/1/2024 | Stegent Equity Advisors Inc. | 6,889 | $200K | 0.2% | N/A | 0.129% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 81,617 | $2.37M | 0.0% | +10.0% | 1.526% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 66,231 | $1.93M | 0.0% | +1.3% | 1.238% | |
| 4/23/2024 | Global Retirement Partners LLC | 26,306 | $765K | 0.0% | +13.0% | 0.492% | |
| 4/23/2024 | Clarus Group Inc. | 81,125 | $2.36M | 1.7% | +0.8% | 1.516% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 525,197 | $15.27M | 0.0% | -28.9% | 9.817% | |
| 4/22/2024 | MBL Wealth LLC | 202,733 | $5.89M | 0.7% | +2.6% | 3.789% | |
| 4/16/2024 | Kathmere Capital Management LLC | 30,747 | $894K | 0.1% | -8.9% | 0.575% | |
| 3/13/2024 | MONECO Advisors LLC | 32,977 | $909K | 0.2% | -1.5% | 0.666% | |
| 2/13/2024 | Cetera Advisor Networks LLC | 332,930 | $9.18M | 0.1% | -12.9% | 6.726% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 13,600 | $375K | 0.0% | +12.5% | 0.275% | |
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| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 65,364 | $1.80M | 0.0% | -2.4% | 1.320% | |
| 2/9/2024 | EverSource Wealth Advisors LLC | 1,063 | $29K | 0.0% | N/A | 0.021% | |
| 2/9/2024 | Wells Fargo & Company MN | 450,612 | $12.42M | 0.0% | +4.1% | 9.103% | |
| 2/8/2024 | Level Four Advisory Services LLC | 181,483 | $5.00M | 0.3% | -3.0% | 3.666% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 21,433 | $591K | 0.0% | +117.0% | 0.433% | |
| 2/5/2024 | MONECO Advisors LLC | 32,977 | $909K | 0.2% | -1.5% | 0.666% | |
| 2/2/2024 | Magnolia Capital Advisors LLC | 55,776 | $1.53M | 1.1% | -2.8% | 1.127% | |
| 1/31/2024 | ADE LLC | 22,920 | $632K | 0.4% | +2.0% | 0.463% | |
| 1/29/2024 | ORG Partners LLC | 57,513 | $1.59M | 0.3% | N/A | 1.162% | |
| 1/29/2024 | Clarus Group Inc. | 80,466 | $2.22M | 1.7% | +121.1% | 1.626% | |
