| 2/17/2025 | Vermillion & White Wealth Management Group LLC | 4,118 | $143K | 0.1% | +360.6% | 0.002% | |
| 2/17/2025 | Colonial Trust Co SC | 1,970 | $68K | 0.0% | -17.9% | 0.001% | |
| 2/17/2025 | BOKF NA | 371,151 | $12.96M | 0.2% | +31.2% | 0.192% | |
| 2/17/2025 | Ameriprise Financial Inc. | 2,605,566 | $90.52M | 0.0% | +1.3% | 1.347% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 108,538 | $3.77M | 0.0% | -70.0% | 0.056% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 4,277,593 | $148.65M | 1.3% | -1.2% | 2.211% | |
| 2/13/2025 | Keystone Financial Group | 177,006 | $6.15M | 0.6% | N/A | 0.091% | |
| 2/13/2025 | Colonial Trust Advisors | 7,558 | $263K | 0.0% | -5.0% | 0.004% | |
| 2/13/2025 | Canopy Partners LLC | 11,970 | $416K | 0.2% | -2.5% | 0.006% | |
| 2/13/2025 | Titleist Asset Management LLC | 118,270 | $4.11M | 0.5% | +3.1% | 0.061% | |
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| 2/12/2025 | OLD Mission Capital LLC | 7,392 | $257K | 0.0% | -97.6% | 0.004% | |
| 2/12/2025 | JPMorgan Chase & Co. | 5,602,781 | $194.70M | 0.0% | +5.1% | 2.895% | |
| 2/11/2025 | TIAA Trust National Association | 2,791,150 | $96.99M | 0.3% | +141.8% | 1.442% | |
| 2/11/2025 | OVERSEA CHINESE BANKING Corp Ltd | 44,800 | $1.56M | 0.0% | -18.5% | 0.023% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 1,685 | $59K | 0.0% | -51.5% | 0.001% | |
| 2/10/2025 | Farther Finance Advisors LLC | 311,605 | $10.83M | 0.4% | -5.9% | 0.161% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 1,254 | $44K | 0.0% | -33.2% | 0.001% | |
| 2/7/2025 | VERITY Wealth Advisors | 81,445 | $2.83M | 2.0% | +0.5% | 0.042% | |
| 2/7/2025 | Dorsey & Whitney Trust CO LLC | 27,816 | $967K | 0.1% | +21.9% | 0.014% | |
| 2/6/2025 | Synergy Investment Management LLC | 6,887 | $239K | 0.1% | N/A | 0.004% | |
| 2/6/2025 | Jones Financial Companies Lllp | 65,861 | $2.29M | 0.0% | +21.8% | 0.034% | |
| 2/5/2025 | Noble Wealth Management PBC | 1,500 | $52K | 0.0% | N/A | 0.001% | |
| 2/5/2025 | WR Wealth Planners LLC | 2,267 | $79K | 0.0% | -64.9% | 0.001% | |
| 2/5/2025 | Private Trust Co. NA | 3,546 | $123K | 0.0% | +25.5% | 0.002% | |
| 2/4/2025 | Exchange Capital Management Inc. | 305,939 | $10.63M | 1.7% | +0.9% | 0.158% | |
| 2/4/2025 | Bank of New York Mellon Corp | 283,691 | $9.86M | 0.0% | -85.5% | 0.147% | |
| 2/4/2025 | Richardson Capital Management LLC | 4,786 | $166K | 0.1% | +409.1% | 0.002% | |
| 2/3/2025 | First Horizon Advisors Inc. | 4,235 | $147K | 0.0% | -7.5% | 0.002% | |
| 1/31/2025 | Partners Capital Investment Group LLP | 2,267,240 | $78.79M | 2.2% | -53.8% | 1.172% | |
| 1/31/2025 | Sierra Ocean LLC | 6,848 | $238K | 0.2% | N/A | 0.004% | |
| 1/29/2025 | Collier Financial | 741 | $26K | 0.0% | N/A | 0.000% | |
| 1/29/2025 | Cornerstone Planning Group LLC | 100,673 | $3.63M | 0.9% | +1.3% | 0.052% | |
| 1/29/2025 | Burns Matteson Capital Management LLC | 32,811 | $1.14M | 0.6% | +7.5% | 0.017% | |
| 1/28/2025 | Golden State Wealth Management LLC | 2,241 | $78K | 0.0% | N/A | 0.001% | |
| 1/23/2025 | Strategic Blueprint LLC | 171,813 | $5.97M | 0.4% | -9.7% | 0.089% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 6,320 | $220K | 0.0% | N/A | 0.003% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 107,114 | $3.72M | 0.0% | -2.1% | 0.055% | |
| 1/17/2025 | Park Place Capital Corp | 1,976 | $69K | 0.0% | -35.4% | 0.001% | |
| 1/15/2025 | Arkadios Wealth Advisors | 11,473 | $399K | 0.0% | -9.3% | 0.006% | |
| 1/14/2025 | Rosenberg Matthew Hamilton | 1,220 | $42K | 0.0% | N/A | 0.001% | |
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| 1/13/2025 | AdvisorNet Financial Inc | 106,208 | $3.69M | 0.3% | +12.6% | 0.055% | |
| 1/13/2025 | Future Financial Wealth Managment LLC | 112,651 | $3.92M | 2.9% | +6.0% | 0.058% | |
| 1/6/2025 | Burkett Financial Services LLC | 29,784 | $1.04M | 0.4% | +1.2% | 0.015% | |
| 12/26/2024 | JPMorgan Chase & Co. | 5,333,125 | $188.90M | 0.0% | -32.5% | 2.756% | |
| 11/15/2024 | IHT Wealth Management LLC | 89,974 | $3.19M | 0.1% | +0.4% | 0.046% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 362,364 | $12.84M | 0.2% | -20.3% | 0.187% | |
| 11/14/2024 | Flow Traders U.S. LLC | 663,761 | $23.51M | 1.2% | N/A | 0.343% | |
| 11/14/2024 | Icon Wealth Advisors LLC | 35,369 | $1.25M | 0.1% | -78.9% | 0.018% | |
| 11/13/2024 | Private Trust Co. NA | 2,825 | $100K | 0.0% | -49.5% | 0.001% | |
| 11/12/2024 | Canopy Partners LLC | 12,280 | $435K | 0.2% | N/A | 0.006% | |
| 11/12/2024 | Icon Wealth Advisors LLC | 4,556 | $161K | 0.0% | -97.3% | 0.002% | |
| 11/8/2024 | First Horizon Advisors Inc. | 4,580 | $162K | 0.0% | -89.4% | 0.002% | |
| 11/7/2024 | Tidemark LLC | 1,131 | $40K | 0.0% | -97.5% | 0.001% | |
| 11/7/2024 | MAI Capital Management | 61,635 | $2.18M | 0.0% | +10.5% | 0.032% | |
| 11/6/2024 | Cornerstone Planning Group LLC | 99,342 | $3.51M | 0.8% | +1.6% | 0.051% | |
| 11/5/2024 | Prime Capital Investment Advisors LLC | 1,830,335 | $64.83M | 0.9% | -1.3% | 0.946% | |
| 11/5/2024 | OVERSEA CHINESE BANKING Corp Ltd | 54,978 | $1.95M | 0.1% | -14.2% | 0.028% | |
| 11/4/2024 | Liberty Wealth Management LLC | 92,980 | $3.29M | 0.6% | -55.6% | 0.048% | |
| 11/2/2024 | ESL Trust Services LLC | 935 | $33K | 0.0% | N/A | 0.000% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 109,375 | $3.87M | 0.0% | -87.3% | 0.057% | |
| 10/29/2024 | Farther Finance Advisors LLC | 331,230 | $11.73M | 0.4% | -12.3% | 0.171% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 3,477 | $123K | 0.0% | -73.3% | 0.002% | |
| 10/25/2024 | Strategic Blueprint LLC | 190,172 | $6.74M | 0.4% | -23.9% | 0.098% | |
| 10/24/2024 | Bay Harbor Wealth Management LLC | 1,498 | $53K | 0.0% | -97.1% | 0.001% | |
| 10/24/2024 | Arkadios Wealth Advisors | 12,648 | $448K | 0.0% | -14.3% | 0.007% | |
| 10/23/2024 | Merkkuri Wealth Advisors LLC | 18,836 | $667K | 0.5% | -17.6% | 0.010% | |
| 10/21/2024 | Whittier Trust Co. | 3,099 | $110K | 0.0% | -10.4% | 0.002% | |
| 10/15/2024 | NBC Securities Inc. | 1,713 | $60K | 0.0% | +32.8% | 0.001% | |
| 10/10/2024 | Burns Matteson Capital Management LLC | 30,513 | $1.08M | 0.5% | +31.3% | 0.016% | |
| 10/10/2024 | Valeo Financial Advisors LLC | 489,540 | $17.34M | 0.5% | +0.3% | 0.253% | |
| 10/8/2024 | Burkett Financial Services LLC | 29,429 | $1.04M | 0.4% | -1.0% | 0.015% | |
| 10/8/2024 | First PREMIER Bank | 1,782 | $63K | 0.0% | N/A | 0.001% | |
| 10/8/2024 | Future Financial Wealth Managment LLC | 106,318 | $3.77M | 2.7% | +7.2% | 0.055% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 8,331 | $293K | 0.0% | +84.2% | 0.004% | |
| 8/9/2024 | One Capital Management LLC | 14,537 | $517K | 0.0% | N/A | 0.008% | |
| 8/9/2024 | Prime Capital Investment Advisors LLC | 1,854,984 | $65.95M | 1.0% | +212.0% | 0.959% | |
| 8/8/2024 | Zions Bancorporation N.A. | 1,860 | $66K | 0.0% | N/A | 0.001% | |
| 8/7/2024 | Dorsey & Whitney Trust CO LLC | 22,816 | $811K | 0.1% | +9.6% | 0.012% | |
| 8/7/2024 | Liberty Wealth Management LLC | 209,341 | $7.44M | 0.2% | +373.7% | 0.108% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 36,545 | $1.30M | 0.1% | +80.7% | 0.019% | |
| 8/6/2024 | Commonwealth Retirement Investments LLC | 13,231 | $470K | 0.2% | -20.9% | 0.007% | |
| 8/1/2024 | TIAA Trust National Association | 1,889,848 | $67.19M | 0.2% | +26.6% | 0.977% | |
| 7/31/2024 | WR Wealth Planners LLC | 1,275 | $45K | 0.0% | +3,009.8% | 0.001% | |
| 7/31/2024 | Farther Finance Advisors LLC | 377,512 | $13.46M | 0.7% | +2.8% | 0.195% | |
| 7/31/2024 | IFG Advisory LLC | 17,534 | $623K | 0.0% | -19.4% | 0.009% | |
| 7/29/2024 | Arkadios Wealth Advisors | 14,755 | $525K | 0.0% | +48.6% | 0.008% | |
| 7/27/2024 | Strategic Blueprint LLC | 249,987 | $8.89M | 0.6% | +5.7% | 0.129% | |
| 7/26/2024 | Richardson Capital Management LLC | 902 | $32K | 0.0% | +891.2% | 0.000% | |
| 7/26/2024 | Bank of New York Mellon Corp | 2,505,529 | $89.08M | 0.0% | -13.0% | 1.295% | |
| 7/24/2024 | Gilliland Jeter Wealth Management LLC | 1,535 | $55K | 0.0% | +73.8% | 0.001% | |
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| 7/23/2024 | Exchange Capital Management Inc. | 294,632 | $10.48M | 1.7% | +1.3% | 0.152% | |
| 7/20/2024 | Continuum Advisory LLC | 1,115 | $40K | 0.0% | -39.9% | 0.001% | |
| 7/20/2024 | First Horizon Advisors Inc. | 43,246 | $1.54M | 0.0% | -22.6% | 0.022% | |
| 7/17/2024 | AdvisorNet Financial Inc | 109,725 | $3.90M | 0.4% | +46.2% | 0.057% | |
| 7/16/2024 | ORG Partners LLC | 1,992 | $71K | 0.0% | N/A | 0.001% | |
| 7/10/2024 | Valeo Financial Advisors LLC | 488,128 | $17.36M | 0.5% | +63.8% | 0.252% | |
| 7/10/2024 | Burkett Financial Services LLC | 29,726 | $1.06M | 0.5% | -7.6% | 0.015% | |
| 7/9/2024 | Burns Matteson Capital Management LLC | 23,240 | $826K | 0.5% | +42.4% | 0.012% | |
| 7/2/2024 | Park Place Capital Corp | 3,210 | $114K | 0.0% | -13.2% | 0.002% | |
| 7/2/2024 | Transcend Capital Advisors LLC | 16,385 | $583K | 0.0% | -20.6% | 0.008% | |
