| 5/19/2025 | Jane Street Group LLC | 214,377 | $5.44M | 0.0% | +125.0% | 0.282% | |
| 5/19/2025 | Trinity Financial Advisors LLC | 42,319 | $1.08M | 0.4% | N/A | 0.056% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 49,182 | $1.25M | 0.0% | N/A | 0.065% | |
| 5/16/2025 | Jones Financial Companies Lllp | 4,611,557 | $117.00M | 0.1% | +5,681.7% | 6.060% | |
| 5/16/2025 | Beaird Harris Wealth Management LLC | 211,802 | $5.37M | 0.5% | -7.3% | 0.278% | |
| 5/15/2025 | MAI Capital Management | 24,391 | $619K | 0.0% | +1.9% | 0.032% | |
| 5/14/2025 | CreativeOne Wealth LLC | 12,251 | $311K | 0.0% | +49.1% | 0.016% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,258 | $32K | 0.0% | N/A | 0.002% | |
| 5/14/2025 | VanderPol Investments L.L.C. | 86,399 | $2.19M | 4.6% | +7.8% | 0.114% | |
| 5/14/2025 | RWA Wealth Partners LLC | 137,197 | $3.48M | 0.0% | -2.7% | 0.180% | |
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| 5/13/2025 | Compass Financial Group INC SD | 22,497 | $571K | 0.1% | +15.4% | 0.030% | |
| 5/12/2025 | Meridian Wealth Management LLC | 57,335 | $1.46M | 0.1% | +3.8% | 0.075% | |
| 5/12/2025 | Northeast Financial Group Inc. | 38,540 | $978K | 0.3% | -40.9% | 0.051% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 1,167,351 | $29.62M | 0.0% | +0.2% | 1.534% | |
| 5/8/2025 | Harbour Investments Inc. | 4,592 | $116K | 0.0% | +811.1% | 0.018% | |
| 5/8/2025 | CAP Partners LLC | 13,453 | $341K | 0.2% | +17.1% | 0.053% | |
| 5/8/2025 | Natixis Advisors LLC | 27,622 | $701K | 0.0% | N/A | 0.108% | |
| 5/7/2025 | Galvin Gaustad & Stein LLC | 16,990 | $431K | 0.0% | -4.5% | 0.066% | |
| 5/6/2025 | Cetera Investment Advisers | 58,918 | $1.50M | 0.0% | +5.1% | 0.230% | |
| 5/6/2025 | AE Wealth Management LLC | 970 | $25K | 0.0% | +394.9% | 0.004% | |
| 5/6/2025 | VCI Wealth Management LLC | 15,477 | $393K | 0.2% | -12.5% | 0.060% | |
| 5/2/2025 | Grant Street Asset Management Inc. | 15,665 | $397K | 0.1% | N/A | 0.061% | |
| 4/30/2025 | Allworth Financial LP | 1,150 | $29K | 0.0% | N/A | 0.004% | |
| 4/30/2025 | Family Capital Management Inc. | 23,248 | $590K | 0.4% | +4.7% | 0.091% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 221,109 | $5.61M | 0.0% | +75.6% | 0.864% | |
| 4/29/2025 | Pure Portfolios Holdings LLC | 15,085 | $383K | 0.1% | N/A | 0.059% | |
| 4/28/2025 | Resonant Capital Advisors LLC | 36,207 | $919K | 0.1% | +10.7% | 0.141% | |
| 4/25/2025 | Rochester Wealth Strategies LLC | 247,319 | $6.27M | 5.0% | N/A | 0.966% | |
| 4/25/2025 | Root Financial Partners LLC | 22,672 | $575K | 0.1% | +52.8% | 0.089% | |
| 4/25/2025 | Legacy Wealth Management Inc | 12,110 | $307K | 0.0% | N/A | 0.047% | |
| 4/24/2025 | Cornerstone Advisors Asset Management LLC | 81,119 | $2.06M | 0.4% | +75.6% | 0.317% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 57,492 | $1.46M | 0.1% | +80.4% | 0.225% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 18,462 | $468K | 0.0% | +6.3% | 0.072% | |
| 4/23/2025 | Perigon Wealth Management LLC | 165,158 | $4.19M | 0.1% | N/A | 0.645% | |
| 4/23/2025 | Investment Planning Advisors Inc. | 55,467 | $1.41M | 0.6% | N/A | 0.217% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 65,000 | $1.65M | 0.0% | N/A | 0.254% | |
| 4/17/2025 | Columbus Macro LLC | 60,026 | $1.52M | 0.2% | +5.6% | 0.234% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 57,010 | $1.45M | 0.0% | -10.3% | 0.223% | |
| 4/15/2025 | Trinity Financial Advisors LLC | 42,319 | $1.07M | 0.2% | N/A | 0.182% | |
| 4/15/2025 | Fiduciary Financial Group LLC | 20,578 | $510K | 0.1% | -48.7% | 0.088% | |
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| 4/15/2025 | West Paces Advisors Inc. | 10,565 | $268K | 0.1% | -40.3% | 0.045% | |
| 4/14/2025 | Pallas Capital Advisors LLC | 669,251 | $16.98M | 0.7% | +24.0% | 2.872% | |
| 4/14/2025 | Wedmont Private Capital | 574,349 | $14.16M | 0.7% | +15.7% | 2.465% | |
| 4/14/2025 | Gemmer Asset Management LLC | 10,340 | $262K | 0.0% | N/A | 0.044% | |
| 4/10/2025 | Charles Schwab Trust Co | 528,439 | $13.41M | 1.1% | -35.2% | 2.268% | |
| 4/10/2025 | CGN Advisors LLC | 234,053 | $5.94M | 0.6% | -23.5% | 1.005% | |
| 4/8/2025 | Myecfo LLC | 132,760 | $3.36M | 1.8% | +6.0% | 0.570% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 63,591 | $1.63M | 0.0% | +101.8% | 0.300% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 33,425 | $858K | 0.0% | +125.8% | 0.160% | |
| 2/17/2025 | TrinityPoint Wealth LLC | 46,651 | $1.20M | 0.2% | +99.9% | 0.759% | |
| 2/17/2025 | Cetera Investment Advisers | 56,071 | $1.44M | 0.0% | +98.2% | 0.912% | |
| 2/17/2025 | Captrust Financial Advisors | 37,537 | $964K | 0.0% | +79.7% | 0.610% | |
| 2/17/2025 | Chapman Financial Group LLC | 5,800 | $149K | 0.1% | N/A | 0.094% | |
| 2/17/2025 | Bank of America Corp DE | 440,154 | $11.30M | 0.0% | +195.6% | 7.157% | |
| 2/14/2025 | West Paces Advisors Inc. | 17,685 | $454K | 0.1% | N/A | 0.288% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 25,720 | $660K | 0.0% | +123.1% | 0.418% | |
| 2/14/2025 | Jane Street Group LLC | 95,272 | $2.45M | 0.0% | +151.3% | 1.549% | |
| 2/14/2025 | Berger Financial Group Inc | 24,560 | $631K | 0.0% | +100.0% | 0.399% | |
| 2/14/2025 | Capital Analysts LLC | 2,791 | $72K | 0.0% | +228.4% | 0.045% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 58,104 | $1.49M | 0.0% | +315.2% | 0.945% | |
| 2/13/2025 | CreativeOne Wealth LLC | 8,216 | $211K | 0.0% | N/A | 0.134% | |
| 2/13/2025 | Mariner LLC | 8,200 | $211K | 0.0% | +100.0% | 0.133% | |
| 2/13/2025 | SageView Advisory Group LLC | 39,734 | $1.02M | 0.0% | N/A | 0.646% | |
| 2/13/2025 | O ROURKE & COMPANY Inc | 88,406 | $2.27M | 1.1% | +111.9% | 1.437% | |
| 2/13/2025 | Savvy Advisors Inc. | 34,268 | $880K | 0.1% | +100.0% | 0.557% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 125,900 | $3.23M | 0.0% | +187.8% | 2.047% | |
| 2/12/2025 | CIBC Private Wealth Group LLC | 6,000 | $154K | 0.0% | +300.0% | 0.098% | |
| 2/12/2025 | RWA Wealth Partners LLC | 140,946 | $3.62M | 0.0% | +102.8% | 2.292% | |
| 2/12/2025 | BCO Wealth Management LLC | 28,101 | $722K | 0.6% | N/A | 0.457% | |
| 2/12/2025 | JPMorgan Chase & Co. | 29,378 | $754K | 0.0% | -49.5% | 0.478% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 9,794 | $253K | 0.0% | +100.0% | 0.159% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 31,875 | $819K | 0.1% | +211.6% | 0.518% | |
| 2/10/2025 | Carl Stuart Investment Advisor Inc. | 55,424 | $1.42M | 0.8% | N/A | 0.901% | |
| 2/7/2025 | Sequoia Financial Advisors LLC | 17,368 | $446K | 0.0% | +100.0% | 0.282% | |
| 2/7/2025 | HighTower Advisors LLC | 8,009 | $206K | 0.0% | +100.0% | 0.130% | |
| 2/7/2025 | Donaldson Capital Management LLC | 41,887 | $1.08M | 0.0% | +137.4% | 0.681% | |
| 2/7/2025 | Altiora Financial Group LLC | 20,000 | $514K | 0.1% | +100.0% | 0.325% | |
| 2/7/2025 | Larson Financial Group LLC | 1,006 | $26K | 0.0% | +100.8% | 0.016% | |
| 2/6/2025 | Charles Schwab Investment Management Inc. | 1,164,822 | $29.91M | 0.0% | +82.1% | 18.940% | |
| 2/6/2025 | TSA Wealth Managment LLC | 28,540 | $733K | 0.3% | +100.0% | 0.464% | |
| 2/6/2025 | Bedel Financial Consulting Inc. | 9,948 | $256K | 0.0% | +118.5% | 0.162% | |
| 2/6/2025 | Meridian Wealth Management LLC | 55,245 | $1.42M | 0.1% | +593.4% | 0.898% | |
| 2/6/2025 | Jones Financial Companies Lllp | 79,761 | $2.05M | 0.0% | N/A | 1.297% | |
| 2/5/2025 | Flputnam Investment Management Co. | 26,592 | $683K | 0.0% | +100.0% | 0.432% | |
| 2/5/2025 | LifeGoal Wealth Advisors | 8,920 | $229K | 0.2% | N/A | 0.145% | |
| 2/4/2025 | IFP Advisors Inc | 3,290 | $84K | 0.0% | +100.0% | 0.053% | |
| 2/4/2025 | WealthShield Partners LLC | 5,724 | $147K | 0.0% | +100.0% | 0.093% | |
| 2/4/2025 | Golden Bell Financial Planning LLC | 13,554 | $348K | 0.3% | N/A | 0.220% | |
| 2/3/2025 | Element Wealth LLC | 7,350 | $189K | 0.1% | +100.0% | 0.120% | |
| 2/3/2025 | Bell Bank | 11,608 | $298K | 0.0% | N/A | 0.189% | |
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| 1/31/2025 | Cornerstone Advisors Asset Management LLC | 46,195 | $1.19M | 0.3% | +269.2% | 0.751% | |
| 1/31/2025 | Truist Financial Corp | 5,275 | $135K | 0.0% | N/A | 0.086% | |
| 1/30/2025 | Compass Financial Group INC SD | 19,493 | $501K | 0.1% | +259.0% | 0.317% | |
| 1/30/2025 | Root Financial Partners LLC | 14,839 | $381K | 0.0% | N/A | 0.241% | |
| 1/30/2025 | Family Capital Management Inc. | 22,214 | $570K | 0.3% | +149.5% | 0.361% | |
| 1/29/2025 | CAP Partners LLC | 11,488 | $295K | 0.2% | +131.4% | 0.187% | |
| 1/24/2025 | Columbus Macro LLC | 56,848 | $1.46M | 0.2% | +266.8% | 0.924% | |
| 1/24/2025 | Resonant Capital Advisors LLC | 32,697 | $840K | 0.1% | N/A | 0.532% | |
| 1/23/2025 | Northeast Financial Group Inc. | 65,185 | $1.67M | 0.6% | N/A | 1.060% | |
| 1/23/2025 | VanderPol Investments L.L.C. | 80,182 | $2.06M | 4.5% | +93.8% | 1.304% | |
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