| 6/5/2025 | Cim LLC | 72,002 | $5.44M | 0.8% | +2.0% | 0.429% | |
| 5/19/2025 | Jane Street Group LLC | 7,318 | $553K | 0.0% | N/A | 0.045% | |
| 5/15/2025 | MAI Capital Management | 1,070 | $81K | 0.0% | +81.4% | 0.007% | |
| 5/15/2025 | Calton & Associates Inc. | 2,911 | $220K | 0.1% | N/A | 0.018% | |
| 5/15/2025 | Baird Financial Group Inc. | 33,585 | $2.54M | 0.0% | +32.3% | 0.206% | |
| 5/13/2025 | Northern Trust Corp | 14,368,574 | $1.09B | 0.2% | +6.3% | 87.935% | |
| 5/9/2025 | Keynote Financial Services LLC | 20,593 | $1.56M | 1.1% | +591.3% | 0.126% | |
| 5/7/2025 | LPL Financial LLC | 112,770 | $8.52M | 0.0% | -7.5% | 0.691% | |
| 5/6/2025 | Pinnacle Associates Ltd. | 3,398 | $257K | 0.0% | +13.9% | 0.021% | |
| 5/5/2025 | Calton & Associates Inc. | 5,714 | $432K | 0.1% | N/A | 0.035% | |
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| 5/2/2025 | Forum Financial Management LP | 2,655 | $201K | 0.0% | N/A | 0.016% | |
| 5/1/2025 | Auour Investments LLC | 14,773 | $1.11M | 0.4% | -2.6% | 0.091% | |
| 4/30/2025 | Allworth Financial LP | 4,846 | $365K | 0.0% | -10.6% | 0.030% | |
| 4/30/2025 | Greenleaf Trust | 9,269 | $701K | 0.0% | -34.6% | 0.057% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 64,014 | $4.84M | 0.0% | +9.7% | 0.392% | |
| 4/29/2025 | Interactive Financial Advisors Inc. | 12,499 | $945K | 0.5% | -36.3% | 0.077% | |
| 4/29/2025 | Bank of New York Mellon Corp | 3,534 | $267K | 0.0% | N/A | 0.022% | |
| 4/29/2025 | Olde Wealth Management LLC | 783 | $59K | 0.0% | N/A | 0.005% | |
| 4/22/2025 | TrueMark Investments LLC | 2,722 | $206K | 0.1% | -22.5% | 0.017% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 3,091 | $234K | 0.0% | +9.7% | 0.019% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 80,478 | $6.08M | 0.0% | -42.2% | 0.493% | |
| 4/10/2025 | Boltwood Capital Management | 23,956 | $1.81M | 0.6% | -12.2% | 0.146% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 139,306 | $10.47M | 0.0% | -7.4% | 0.864% | |
| 3/3/2025 | Cim LLC | 70,597 | $5.31M | 0.8% | +1.8% | 0.435% | |
| 2/27/2025 | XY Planning Network Inc. | 6,016 | $452K | 0.3% | N/A | 0.037% | |
| 2/17/2025 | Cetera Investment Advisers | 15,202 | $1.14M | 0.0% | -4.8% | 0.099% | |
| 2/17/2025 | Baird Financial Group Inc. | 25,394 | $1.91M | 0.0% | -14.5% | 0.166% | |
| 2/17/2025 | Bank of America Corp DE | 700 | $53K | 0.0% | N/A | 0.005% | |
| 2/17/2025 | Ancora Advisors LLC | 2,765 | $208K | 0.0% | -32.8% | 0.018% | |
| 2/14/2025 | Northern Trust Corp | 13,511,678 | $1.02B | 0.1% | +10.2% | 88.369% | |
| 2/14/2025 | Susquehanna International Group LLP | 42,028 | $3.16M | 0.0% | -3.7% | 0.275% | |
| 2/14/2025 | Stifel Financial Corp | 8,355 | $628K | 0.0% | +48.0% | 0.055% | |
| 2/14/2025 | MML Investors Services LLC | 62,940 | $4.73M | 0.0% | +1.7% | 0.412% | |
| 2/13/2025 | Operose Advisors LLC | 792 | $60K | 0.0% | N/A | 0.005% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 58,336 | $4.39M | 0.0% | -2.3% | 0.382% | |
| 2/12/2025 | OLD Mission Capital LLC | 4,430 | $333K | 0.0% | N/A | 0.029% | |
| 2/12/2025 | TrueMark Investments LLC | 3,513 | $264K | 0.1% | N/A | 0.023% | |
| 2/11/2025 | LPL Financial LLC | 121,941 | $9.17M | 0.0% | -1.8% | 0.798% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 3,562 | $268K | 0.0% | -22.4% | 0.023% | |
| 2/6/2025 | Interactive Financial Advisors Inc. | 19,618 | $1.48M | 0.8% | +118.3% | 0.128% | |
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| 2/5/2025 | Keynote Financial Services LLC | 2,979 | $224K | 0.2% | +9.8% | 0.019% | |
| 2/3/2025 | Arcadia Investment Management Corp MI | 334 | $25K | 0.0% | N/A | 0.002% | |
| 2/3/2025 | Auour Investments LLC | 15,165 | $1.15M | 0.4% | +1.3% | 0.099% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 10,981 | $825K | 0.0% | -7.2% | 0.072% | |
| 1/30/2025 | Allworth Financial LP | 5,420 | $409K | 0.0% | -25.1% | 0.035% | |
| 1/30/2025 | Principal Securities Inc. | 450 | $34K | 0.0% | +50.0% | 0.003% | |
| 1/29/2025 | Raab & Moskowitz Asset Management LLC | 8,030 | $604K | 0.1% | -4.7% | 0.053% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 3,247 | $244K | 0.0% | N/A | 0.021% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 10,905 | $820K | 0.1% | -25.1% | 0.071% | |
| 1/24/2025 | Lunt Capital Management Inc. | 4,130 | $310K | 0.1% | -32.6% | 0.027% | |
| 1/24/2025 | Greenleaf Trust | 14,181 | $1.07M | 0.0% | -3.1% | 0.093% | |
| 1/23/2025 | Gateway Wealth Partners LLC | 7,560 | $568K | 0.1% | -1.8% | 0.049% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 5,193 | $390K | 0.0% | -7.7% | 0.034% | |
| 1/15/2025 | Inspirion Wealth Advisors LLC | 3,304 | $249K | 0.0% | N/A | 0.022% | |
| 1/6/2025 | Boltwood Capital Management | 27,290 | $2.05M | 0.6% | -14.6% | 0.178% | |
| 11/15/2024 | Raab & Moskowitz Asset Management LLC | 8,430 | $638K | 0.2% | -1.7% | 0.055% | |
| 11/15/2024 | MML Investors Services LLC | 61,877 | $4.68M | 0.0% | +19.5% | 0.405% | |
| 11/15/2024 | Jane Street Group LLC | 4,800 | $363K | 0.0% | -95.4% | 0.031% | |
| 11/15/2024 | Stifel Financial Corp | 5,647 | $427K | 0.0% | -15.5% | 0.037% | |
| 11/14/2024 | Flow Traders U.S. LLC | 13,247 | $1.00M | 0.1% | N/A | 0.087% | |
| 11/14/2024 | RPg Family Wealth Advisory LLC | 2,083 | $158K | 0.0% | N/A | 0.014% | |
| 11/6/2024 | 1776 Wealth LLC | 6,935 | $525K | 0.2% | -16.0% | 0.045% | |
| 10/31/2024 | Keynote Financial Services LLC | 2,714 | $205K | 0.2% | -24.9% | 0.018% | |
| 10/30/2024 | Auour Investments LLC | 14,975 | $1.13M | 0.4% | +2.6% | 0.098% | |
| 10/29/2024 | Chicago Partners Investment Group LLC | 48,367 | $3.65M | 0.1% | +37.9% | 0.316% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 11,833 | $895K | 0.0% | -5.9% | 0.077% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 150,375 | $11.38M | 0.0% | -5.9% | 0.983% | |
| 10/23/2024 | Allworth Financial LP | 7,241 | $548K | 0.0% | -11.0% | 0.047% | |
| 10/23/2024 | Silver Oak Securities Incorporated | 14,554 | $1.10M | 0.1% | +44.2% | 0.095% | |
| 10/22/2024 | Greenleaf Trust | 14,631 | $1.11M | 0.0% | +1.6% | 0.096% | |
| 10/2/2024 | Boltwood Capital Management | 31,965 | $2.42M | 0.7% | -13.1% | 0.209% | |
| 9/6/2024 | Cim LLC | 69,039 | $5.20M | 0.8% | +3.3% | 0.452% | |
| 8/22/2024 | Cetera Investment Advisers | 16,515 | $1.25M | 0.0% | -3.9% | 0.108% | |
| 8/16/2024 | Gateway Wealth Partners LLC | 7,696 | $581K | 0.2% | -45.5% | 0.050% | |
| 8/8/2024 | J.W. Cole Advisors Inc. | 12,571 | $949K | 0.0% | -5.2% | 0.082% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 53,835 | $4.06M | 0.0% | -20.9% | 0.352% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 6,724 | $507K | 0.0% | -30.9% | 0.044% | |
| 7/26/2024 | Signature Estate & Investment Advisors LLC | 2,808 | $212K | 0.0% | N/A | 0.018% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 159,829 | $12.06M | 0.0% | -7.9% | 1.045% | |
| 7/8/2024 | Boltwood Capital Management | 36,790 | $2.78M | 0.9% | -22.2% | 0.241% | |
| 6/13/2024 | Keynote Financial Services LLC | 3,614 | $273K | 0.2% | N/A | 0.024% | |
| 6/4/2024 | Tactive Advisors LLC | 80,138 | $6.05M | 3.2% | +8.5% | 0.524% | |
| 5/24/2024 | Cetera Advisors LLC | 2,778 | $210K | 0.0% | N/A | 0.018% | |
| 5/20/2024 | Cim LLC | 66,848 | $5.04M | 0.8% | +5.9% | 0.437% | |
| 5/17/2024 | Comerica Bank | 617 | $47K | 0.0% | +36.8% | 0.004% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 3,026 | $228K | 0.0% | N/A | 0.020% | |
| 5/2/2024 | Hanlon Investment Management Inc. | 3,023 | $228K | 0.1% | -50.9% | 0.020% | |
| 5/1/2024 | Auour Investments LLC | 14,599 | $1.10M | 0.4% | +1.1% | 0.096% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 13,260 | $1M | 0.1% | N/A | 0.087% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 9,736 | $735K | 0.0% | -11.2% | 0.064% | |
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| 4/29/2024 | Greenleaf Trust | 14,444 | $1.09M | 0.0% | +50.5% | 0.095% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 173,465 | $13.09M | 0.0% | N/A | 1.143% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 7,084 | $534K | 0.0% | -42.4% | 0.047% | |
| 4/4/2024 | Boltwood Capital Management | 47,265 | $3.57M | 1.1% | -14.1% | 0.352% | |
| 2/23/2024 | Cim LLC | 63,117 | $4.76M | 0.8% | N/A | 0.470% | |
| 2/13/2024 | Northern Trust Corp | 12,290,920 | $922.21M | 0.2% | +5.9% | 91.518% | |
| 2/13/2024 | Landmark Financial Advisors LLC | 181,726 | $13.64M | 4.9% | -3.3% | 1.353% | |
| 2/9/2024 | Hanlon Investment Management Inc. | 6,163 | $462K | 0.1% | -57.1% | 0.046% | |
| 2/8/2024 | Beacon Pointe Advisors LLC | 6,880 | $516K | 0.0% | -28.9% | 0.051% | |
| 2/6/2024 | Wealthcare Advisory Partners LLC | 12,309 | $924K | 0.0% | +15.0% | 0.092% | |
