| 5/28/2025 | Intrua Financial LLC | 249,747 | $7.13M | 1.0% | -13.7% | 2.379% | |
| 5/16/2025 | Empowered Funds LLC | 65,329 | $1.86M | 0.0% | N/A | 0.622% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 15,782 | $450K | 0.0% | -104.5% | 0.150% | |
| 5/15/2025 | Royal Bank of Canada | 68,856 | $1.97M | 0.0% | +34.6% | 0.656% | |
| 5/14/2025 | Luminist Capital LLC | 1,464 | $42K | 0.0% | +36.8% | 0.014% | |
| 5/14/2025 | Kestra Advisory Services LLC | 52,057 | $1.49M | 0.0% | N/A | 0.496% | |
| 5/14/2025 | Summit Financial LLC | 14,227 | $406K | 0.0% | N/A | 0.135% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 85,519 | $2.44M | 0.2% | N/A | 0.956% | |
| 5/12/2025 | National Bank of Canada FI | 1,813 | $52K | 0.0% | +1,436.4% | 0.020% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 123,054 | $3.51M | 0.1% | -80.9% | 1.375% | |
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| 5/7/2025 | LPL Financial LLC | 205,819 | $5.87M | 0.0% | -5.5% | 2.300% | |
| 5/7/2025 | Drive Wealth Management LLC | 10,963 | $313K | 0.1% | +22.9% | 0.122% | |
| 5/6/2025 | Cetera Investment Advisers | 95,671 | $2.73M | 0.0% | +57.1% | 1.069% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 11,984 | $342K | 0.0% | +18.9% | 0.134% | |
| 5/5/2025 | Csenge Advisory Group | 13,583 | $371K | 0.0% | N/A | 0.152% | |
| 5/2/2025 | Pettinga Financial Advisors LLC | 72,175 | $2.06M | 0.5% | +163.9% | 0.806% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 103,261 | $2.95M | 0.0% | +285.8% | 1.154% | |
| 4/29/2025 | Bank of New York Mellon Corp | 14,452 | $412K | 0.0% | -6.8% | 0.161% | |
| 4/28/2025 | Private Trust Co. NA | 3,243 | $93K | 0.0% | -53.8% | 0.036% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 81,400 | $2.32M | 0.0% | +100.5% | 0.909% | |
| 4/22/2025 | Davies Financial Advisors Inc. | 88,049 | $2.51M | 2.1% | N/A | 0.984% | |
| 4/17/2025 | Exchange Traded Concepts LLC | 260,868 | $7.45M | 0.1% | -11.3% | 2.268% | |
| 4/16/2025 | Retirement Financial Solutions LLC | 30,082 | $859K | 0.5% | -8.7% | 0.262% | |
| 4/10/2025 | Park Edge Advisors LLC | 57,815 | $1.65M | 0.5% | N/A | 0.503% | |
| 4/9/2025 | Milestone Asset Management LLC | 39,970 | $1.14M | 0.2% | N/A | 0.348% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 9,375 | $276K | 0.0% | N/A | 0.083% | |
| 2/18/2025 | Pettinga Financial Advisors LLC | 27,350 | $805K | 0.2% | N/A | 0.182% | |
| 2/17/2025 | Western Standard LLC | 181,653 | $5.34M | 3.6% | N/A | 1.207% | |
| 2/17/2025 | Cetera Investment Advisers | 60,902 | $1.79M | 0.0% | +361.1% | 0.405% | |
| 2/17/2025 | Chapman Financial Group LLC | 1,778 | $52K | 0.0% | N/A | 0.012% | |
| 2/17/2025 | Bank of America Corp DE | 200,798 | $5.91M | 0.0% | +3.2% | 1.334% | |
| 2/17/2025 | BNP Paribas Financial Markets | 198,268 | $5.83M | 0.0% | +93.6% | 1.317% | |
| 2/17/2025 | Ameriprise Financial Inc. | 234,466 | $6.90M | 0.0% | -12.8% | 1.558% | |
| 2/14/2025 | Comerica Bank | 6,534 | $192K | 0.0% | N/A | 0.043% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 10,774 | $317K | 0.0% | -30.4% | 0.072% | |
| 2/14/2025 | MML Investors Services LLC | 145,937 | $4.29M | 0.0% | N/A | 0.970% | |
| 2/14/2025 | GeoWealth Management LLC | 2,842 | $84K | 0.0% | N/A | 0.019% | |
| 2/13/2025 | NewEdge Advisors LLC | 119,200 | $3.51M | 0.0% | N/A | 0.792% | |
| 2/13/2025 | Trek Financial LLC | 65,022 | $1.91M | 0.1% | N/A | 0.432% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 26,763 | $787K | 0.0% | -26.0% | 0.178% | |
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| 2/13/2025 | Wells Fargo & Company MN | 71,948 | $2.12M | 0.0% | +5.8% | 0.478% | |
| 2/12/2025 | Centric Wealth Management | 21,381 | $629K | 0.2% | -12.4% | 0.142% | |
| 2/12/2025 | RWA Wealth Partners LLC | 34,005 | $1M | 0.0% | N/A | 0.226% | |
| 2/12/2025 | Blair William & Co. IL | 14,340 | $422K | 0.0% | -14.8% | 0.095% | |
| 2/12/2025 | JPMorgan Chase & Co. | 906,035 | $26.66M | 0.0% | +22,676.1% | 6.020% | |
| 2/11/2025 | LPL Financial LLC | 217,868 | $6.41M | 0.0% | +143.2% | 1.448% | |
| 2/10/2025 | Capasso Planning Partners LLC | 23,390 | $688K | 0.3% | N/A | 0.155% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 1,577 | $46K | 0.0% | -27.0% | 0.010% | |
| 2/5/2025 | Private Trust Co. NA | 7,025 | $207K | 0.0% | +116.6% | 0.047% | |
| 2/5/2025 | New York Life Investment Management LLC | 2,219,024 | $65.28M | 0.6% | -0.4% | 14.744% | |
| 2/4/2025 | Bank of New York Mellon Corp | 15,503 | $456K | 0.0% | -29.6% | 0.103% | |
| 1/31/2025 | Retirement Financial Solutions LLC | 32,933 | $969K | 0.5% | -22.2% | 0.219% | |
| 1/31/2025 | Truist Financial Corp | 7,330 | $216K | 0.0% | -8.5% | 0.049% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 8,194 | $241K | 0.0% | N/A | 0.054% | |
| 1/23/2025 | Narus Financial Partners LLC | 12,333 | $363K | 0.1% | N/A | 0.082% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 643,993 | $18.95M | 0.4% | N/A | 4.279% | |
| 1/22/2025 | Drive Wealth Management LLC | 8,921 | $262K | 0.1% | N/A | 0.059% | |
| 1/21/2025 | Exchange Traded Concepts LLC | 294,148 | $8.65M | 0.2% | -10.1% | 1.954% | |
| 1/21/2025 | Sound Income Strategies LLC | 2,456 | $72K | 0.0% | -14.9% | 0.016% | |
| 1/17/2025 | Mutual Advisors LLC | 21,430 | $635K | 0.0% | N/A | 0.142% | |
| 1/17/2025 | Octavia Wealth Advisors LLC | 8,536 | $251K | 0.0% | N/A | 0.057% | |
| 12/26/2024 | JPMorgan Chase & Co. | 3,978 | $112K | 0.0% | -94.1% | 0.026% | |
| 12/16/2024 | SMART Wealth LLC | 8,524 | $240K | 0.1% | -23.2% | 0.057% | |
| 11/15/2024 | Delos Wealth Advisors LLC | 3,806 | $107K | 0.1% | -9.1% | 0.025% | |
| 11/14/2024 | Raffles Associates LP | 40,000 | $1.13M | 1.2% | N/A | 0.266% | |
| 11/14/2024 | Flow Traders U.S. LLC | 74,410 | $2.10M | 0.1% | +505.6% | 0.494% | |
| 11/13/2024 | BNP Paribas Financial Markets | 102,412 | $2.89M | 0.0% | -83.9% | 0.680% | |
| 11/13/2024 | Private Trust Co. NA | 3,243 | $91K | 0.0% | -65.1% | 0.022% | |
| 11/6/2024 | Empowered Funds LLC | 128,712 | $3.63M | 0.1% | N/A | 0.855% | |
| 11/6/2024 | Kovack Advisors Inc. | 7,211 | $203K | 0.0% | -10.7% | 0.048% | |
| 10/29/2024 | Retirement Financial Solutions LLC | 42,340 | $1.19M | 0.5% | +1.4% | 0.281% | |
| 10/28/2024 | Focus Financial Network Inc. | 12,593 | $355K | 0.0% | +2.8% | 0.084% | |
| 10/24/2024 | Park Edge Advisors LLC | 43,663 | $1.23M | 0.4% | +3.6% | 0.290% | |
| 10/16/2024 | Good Life Advisors LLC | 20,504 | $578K | 0.0% | +64.9% | 0.136% | |
| 10/10/2024 | Sound Income Strategies LLC | 2,887 | $81K | 0.0% | -32.2% | 0.019% | |
| 10/10/2024 | Exchange Traded Concepts LLC | 327,264 | $9.22M | 0.2% | -13.4% | 2.175% | |
| 10/9/2024 | Davies Financial Advisors Inc. | 23,628 | $666K | 0.6% | -77.2% | 0.157% | |
| 8/22/2024 | Cetera Investment Advisers | 113,562 | $3.31M | 0.0% | +66.7% | 0.755% | |
| 8/21/2024 | Truist Financial Corp | 10,333 | $301K | 0.0% | +5.5% | 0.069% | |
| 8/14/2024 | Delos Wealth Advisors LLC | 4,187 | $122K | 0.1% | -54.4% | 0.028% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 108,853 | $3.17M | 0.0% | +182.2% | 0.723% | |
| 8/5/2024 | Private Advisor Group LLC | 28,366 | $826K | 0.0% | N/A | 0.188% | |
| 8/5/2024 | New York Life Investment Management LLC | 1,630,386 | $47.49M | 0.5% | +135.7% | 10.833% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 65,758 | $1.92M | 0.0% | -54.6% | 0.437% | |
| 8/2/2024 | Ferguson Shapiro LLC | 14,843 | $432K | 0.2% | N/A | 0.099% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 319,548 | $9.31M | 0.0% | +54.9% | 2.123% | |
| 7/31/2024 | Fortis Group Advisors LLC | 140,886 | $4.10M | 0.8% | +515.9% | 0.936% | |
| 7/31/2024 | Trademark Financial Management LLC | 19,058 | $555K | 0.5% | +58.5% | 0.127% | |
| 7/30/2024 | Davies Financial Advisors Inc. | 103,703 | $3.02M | 2.8% | N/A | 0.689% | |
| 7/26/2024 | Park Edge Advisors LLC | 42,161 | $1.23M | 0.4% | +16.2% | 0.280% | |
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| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 107,571 | $3.13M | 0.0% | +94.7% | 0.715% | |
| 7/22/2024 | Focus Financial Network Inc. | 12,248 | $350K | 0.0% | -8.4% | 0.081% | |
| 7/20/2024 | Milestone Asset Management LLC | 36,879 | $1.07M | 0.3% | N/A | 0.245% | |
| 7/19/2024 | Raymond James & Associates | 64,614 | $1.88M | 0.0% | N/A | 0.429% | |
| 7/19/2024 | Compton Financial Group LLC | 224,953 | $6.55M | 2.1% | +7.8% | 1.495% | |
| 7/16/2024 | Roman Butler Fullerton & Co. | 10,107 | $292K | 0.1% | N/A | 0.067% | |
| 7/12/2024 | Sound Income Strategies LLC | 4,260 | $124K | 0.0% | -76.2% | 0.028% | |
| 7/10/2024 | CWM LLC | 8,971 | $261K | 0.0% | -12.9% | 0.060% | |
| 5/24/2024 | Cetera Advisors LLC | 59,373 | $1.68M | 0.0% | N/A | 0.395% | |
| 5/24/2024 | Cetera Investment Advisers | 68,106 | $1.93M | 0.0% | N/A | 0.453% | |
