| 11/15/2024 | MML Investors Services LLC | 37,226 | $924K | 0.0% | -2.6% | 0.524% | |
| 11/15/2024 | Jane Street Group LLC | 173,833 | $4.32M | 0.0% | -58.9% | 2.448% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 128,298 | $3.18M | 0.0% | -10.7% | 1.807% | |
| 11/15/2024 | HighTower Advisors LLC | 51,299 | $1.27M | 0.0% | +3.5% | 0.723% | |
| 11/14/2024 | Flow Traders U.S. LLC | 42,141 | $1.05M | 0.1% | -25.3% | 0.594% | |
| 11/14/2024 | Captrust Financial Advisors | 20,981 | $521K | 0.0% | +6.3% | 0.296% | |
|
| 11/13/2024 | Private Trust Co. NA | 15,792 | $392K | 0.0% | -8.1% | 0.222% | |
| 11/8/2024 | PNC Financial Services Group Inc. | 73,453 | $1.82M | 0.0% | +10.0% | 1.035% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 32,947 | $817K | 0.0% | +23.6% | 0.464% | |
| 11/5/2024 | Paulson Wealth Management Inc. | 39,596 | $983K | 0.3% | +14.6% | 0.558% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 47,857 | $1.19M | 0.0% | -8.0% | 0.674% | |
| 11/4/2024 | Addison Advisors LLC | 7,240 | $180K | 0.1% | +10.2% | 0.102% | |
| 10/29/2024 | Key Financial Inc | 36,380 | $903K | 0.2% | +9.4% | 0.512% | |
| 10/28/2024 | Focus Financial Network Inc. | 79,907 | $1.98M | 0.1% | +7.0% | 1.125% | |
| 10/25/2024 | MONECO Advisors LLC | 21,971 | $545K | 0.1% | +40.8% | 0.309% | |
| 10/24/2024 | Masso Torrence Wealth Management Inc. | 12,544 | $311K | 0.2% | -20.6% | 0.177% | |
| 10/22/2024 | Foundry Financial Group Inc. | 8,100 | $201K | 0.1% | -17.3% | 0.114% | |
| 10/21/2024 | Denver Wealth Management Inc. | 31,014 | $770K | 0.4% | -21.1% | 0.437% | |
| 10/18/2024 | AA Financial Advisors LLC | 35,509 | $881K | 0.3% | +1.7% | 0.500% | |
| 10/17/2024 | Claro Advisors LLC | 7,203 | $179K | 0.0% | -38.5% | 0.101% | |
| 10/16/2024 | Sentinel Pension Advisors Inc. | 25,145 | $624K | 0.1% | +11.1% | 0.354% | |
| 10/16/2024 | Asset Dedication LLC | 104,117 | $2.58M | 0.2% | +0.5% | 1.466% | |
| 10/10/2024 | Webster Bank N. A. | 32,235 | $800K | 0.1% | -1.7% | 0.454% | |
| 10/10/2024 | Carnegie Investment Counsel | 30,987 | $769K | 0.0% | -4.4% | 0.436% | |
| 10/8/2024 | Tlwm | 10,368 | $257K | 0.1% | -8.7% | 0.146% | |
| 8/28/2024 | Farmers National Bank | 56,897 | $1.41M | 0.4% | -2.4% | 0.739% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 35,247 | $875K | 0.0% | +72.0% | 0.458% | |
| 8/16/2024 | NewEdge Advisors LLC | 120,591 | $2.99M | 0.0% | +3.9% | 1.566% | |
| 8/14/2024 | Bank of Montreal Can | 87,289 | $2.17M | 0.0% | -58.8% | 1.134% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 120,605 | $2.99M | 0.0% | -3.7% | 1.566% | |
| 8/6/2024 | Koss Olinger Consulting LLC | 14,069 | $349K | 0.0% | N/A | 0.183% | |
| 8/6/2024 | Asset Dedication LLC | 103,564 | $2.57M | 0.2% | -0.6% | 1.345% | |
| 8/5/2024 | Private Advisor Group LLC | 40,059 | $994K | 0.0% | -23.1% | 0.520% | |
| 8/5/2024 | Addison Advisors LLC | 6,570 | $163K | 0.1% | +13.8% | 0.085% | |
| 8/1/2024 | Resonant Capital Advisors LLC | 60,659 | $1.51M | 0.1% | -17.9% | 0.788% | |
| 8/1/2024 | Claro Advisors LLC | 11,720 | $291K | 0.0% | -30.4% | 0.152% | |
| 7/31/2024 | Dover Advisors LLC | 22,418 | $556K | 0.3% | +1.8% | 0.291% | |
| 7/31/2024 | Farther Finance Advisors LLC | 20,280 | $503K | 0.0% | +9.5% | 0.263% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 138,377 | $3.44M | 0.0% | -32.2% | 1.797% | |
| 7/26/2024 | AlphaStar Capital Management LLC | 39,287 | $975K | 0.1% | +22.0% | 0.504% | |
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| 7/26/2024 | First Command Advisory Services Inc. | 6,529 | $162K | 0.0% | +194.2% | 0.084% | |
| 7/26/2024 | Paulson Wealth Management Inc. | 34,560 | $858K | 0.3% | +20.2% | 0.443% | |
| 7/25/2024 | Hills Bank & Trust Co | 13,105 | $325K | 0.0% | N/A | 0.168% | |
| 7/25/2024 | Levy Wealth Management Group LLC | 10,497 | $261K | 0.1% | -16.0% | 0.135% | |
| 7/25/2024 | Atlantic Union Bankshares Corp | 74,114 | $1.84M | 0.1% | +15.3% | 0.950% | |
| 7/24/2024 | Secure Asset Management LLC | 26,302 | $653K | 0.1% | +5.0% | 0.337% | |
| 7/23/2024 | Precedent Wealth Partners LLC | 37,404 | $928K | 0.4% | +1.9% | 0.480% | |
| 7/22/2024 | Masso Torrence Wealth Management Inc. | 15,794 | $392K | 0.2% | -38.0% | 0.202% | |
| 7/22/2024 | Horizons Wealth Management | 12,171 | $303K | 0.2% | -48.8% | 0.156% | |
| 7/22/2024 | Focus Financial Network Inc. | 74,665 | $1.86M | 0.1% | -1.5% | 0.957% | |
| 7/22/2024 | Hobbs Group Advisors LLC | 42,859 | $1.06M | 0.4% | N/A | 0.549% | |
| 7/22/2024 | Carnegie Investment Counsel | 32,412 | $804K | 0.0% | -11.6% | 0.416% | |
| 7/22/2024 | Denver Wealth Management Inc. | 39,324 | $976K | 0.5% | -18.3% | 0.504% | |
| 7/19/2024 | MONECO Advisors LLC | 15,600 | $387K | 0.1% | +90.3% | 0.200% | |
| 7/19/2024 | Raymond James & Associates | 87,769 | $2.18M | 0.0% | -8.1% | 1.125% | |
| 7/16/2024 | Cornerstone Wealth Management LLC | 38,060 | $945K | 0.1% | +5.4% | 0.488% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 82,218 | $2.04M | 0.0% | N/A | 1.054% | |
| 7/16/2024 | AA Financial Advisors LLC | 34,901 | $866K | 0.3% | +9.7% | 0.447% | |
| 7/12/2024 | Diversify Advisory Services LLC | 8,069 | $200K | 0.0% | N/A | 0.103% | |
| 7/12/2024 | CRA Financial Services LLC | 9,000 | $223K | 0.0% | N/A | 0.115% | |
| 7/10/2024 | CGN Advisors LLC | 64,540 | $1.60M | 0.2% | -10.3% | 0.827% | |
| 7/1/2024 | Confluence Investment Management LLC | 141,224 | $3.51M | 0.1% | -0.9% | 1.744% | |
| 5/16/2024 | Jane Street Group LLC | 646,033 | $16.01M | 0.0% | +646.8% | 7.976% | |
| 5/14/2024 | Sentinel Pension Advisors Inc. | 17,749 | $440K | 0.1% | +48.1% | 0.219% | |
| 5/13/2024 | PAX Financial Group LLC | 42,408 | $1.05M | 0.2% | -7.0% | 0.524% | |
| 5/6/2024 | OLD Second National Bank of Aurora | 33,543 | $831K | 0.2% | -30.1% | 0.414% | |
| 5/4/2024 | Paulson Wealth Management Inc. | 28,749 | $712K | 0.2% | +6.7% | 0.355% | |
| 5/3/2024 | AA Financial Advisors LLC | 31,825 | $789K | 0.3% | +7.7% | 0.393% | |
| 5/2/2024 | First Command Advisory Services Inc. | 2,219 | $55K | 0.0% | N/A | 0.027% | |
| 5/1/2024 | Resonant Capital Advisors LLC | 73,870 | $1.83M | 0.2% | -24.7% | 0.912% | |
| 4/30/2024 | Private Advisor Group LLC | 52,071 | $1.29M | 0.0% | +1.2% | 0.643% | |
| 4/30/2024 | Foundry Financial Group Inc. | 9,790 | $243K | 0.2% | -39.2% | 0.121% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 204,243 | $5.06M | 0.0% | -28.2% | 2.522% | |
| 4/26/2024 | MONECO Advisors LLC | 8,196 | $203K | 0.0% | -9.4% | 0.101% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 70,895 | $1.76M | 0.0% | +94.0% | 0.875% | |
| 4/23/2024 | Precedent Wealth Partners LLC | 36,719 | $910K | 0.4% | +11.8% | 0.453% | |
| 4/19/2024 | Cornerstone Wealth Management LLC | 36,101 | $895K | 0.1% | -7.7% | 0.440% | |
| 4/18/2024 | Claro Advisors LLC | 16,829 | $417K | 0.1% | -23.2% | 0.205% | |
| 4/18/2024 | Mirador Capital Partners LP | 30,378 | $753K | 0.1% | -20.5% | 0.370% | |
| 4/17/2024 | River Street Advisors LLC | 38,012 | $942K | 0.6% | N/A | 0.464% | |
| 4/16/2024 | OneAscent Financial Services LLC | 266,189 | $6.60M | 0.7% | +4.6% | 3.246% | |
| 4/16/2024 | Webster Bank N. A. | 32,810 | $813K | 0.1% | -1.8% | 0.400% | |
| 4/16/2024 | Atlantic Union Bankshares Corp | 64,297 | $1.59M | 0.1% | +6.0% | 0.784% | |
| 4/12/2024 | CGN Advisors LLC | 71,970 | $1.78M | 0.2% | -28.2% | 0.878% | |
| 4/10/2024 | Sterling Financial Group Inc. | 9,366 | $232K | 0.1% | -68.2% | 0.114% | |
| 4/10/2024 | BCS Wealth Management | 9,644 | $239K | 0.1% | +11.7% | 0.118% | |
| 4/10/2024 | Lantz Financial LLC | 21,013 | $521K | 0.2% | -8.3% | 0.256% | |
| 4/1/2024 | Confluence Investment Management LLC | 142,489 | $3.53M | 0.0% | N/A | 1.583% | |
| 3/14/2024 | Leo Wealth LLC | 63,660 | $1.58M | 0.2% | N/A | 0.707% | |
| 3/13/2024 | MONECO Advisors LLC | 9,051 | $226K | 0.0% | N/A | 0.101% | |
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| 2/20/2024 | Voisard Asset Management Group Inc. | 14,664 | $365K | 0.2% | N/A | 0.163% | |
| 2/16/2024 | Hobbs Group Advisors LLC | 43,279 | $1.08M | 0.5% | N/A | 0.481% | |
| 2/13/2024 | Paulson Wealth Management Inc. | 26,953 | $672K | 0.2% | +11.2% | 0.299% | |
| 2/12/2024 | ORBA Wealth Advisors L.L.C. | 19,500 | $486K | 0.3% | N/A | 0.217% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 50,720 | $1.26M | 0.0% | N/A | 0.564% | |
| 2/12/2024 | Parallel Advisors LLC | 3,000 | $75K | 0.0% | N/A | 0.033% | |
| 2/9/2024 | Advisory Services Network LLC | 7,519 | $187K | 0.0% | N/A | 0.084% | |
| 2/9/2024 | Wells Fargo & Company MN | 390,994 | $9.74M | 0.0% | -5.8% | 4.344% | |
| 2/9/2024 | UBS Group AG | 250,655 | $6.25M | 0.0% | +6.0% | 2.785% | |
| 2/8/2024 | Brown Advisory Inc. | 24,306 | $606K | 0.0% | N/A | 0.270% | |
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