| 8/8/2025 | Tortoise Investment Management LLC | 3,143 | $231K | 0.0% | -7.4% | 0.095% | |
| 8/8/2025 | Cetera Investment Advisers | 2,923 | $214K | 0.0% | -6.6% | 0.089% | |
| 8/4/2025 | Arkadios Wealth Advisors | 6,398 | $469K | 0.0% | +12.3% | 0.194% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 25,105 | $1.84M | 0.0% | +4.6% | 0.761% | |
| 7/31/2025 | Wealthfront Advisers LLC | 3,313 | $243K | 0.0% | +12.4% | 0.100% | |
| 7/30/2025 | Brookstone Capital Management | 5,329 | $391K | 0.0% | +9.9% | 0.161% | |
| 7/28/2025 | Private Wealth Asset Management LLC | 350 | $26K | 0.0% | N/A | 0.011% | |
| 7/25/2025 | ONE Advisory Partners LLC | 2,845 | $215K | 0.1% | N/A | 0.086% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 6,137 | $450K | 0.1% | -7.0% | 0.186% | |
| 7/18/2025 | Lynx Investment Advisory | 26,196 | $1.92M | 1.3% | -3.1% | 0.794% | |
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| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 189,628 | $14.41M | 0.0% | -0.4% | 5.853% | |
| 7/2/2025 | Boston Standard Wealth Management LLC | 3,596 | $264K | 0.0% | -64.4% | 0.130% | |
| 5/19/2025 | Jane Street Group LLC | 34,047 | $2.57M | 0.0% | -4.8% | 1.234% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,684 | $202K | 0.0% | +10,636.0% | 0.097% | |
| 5/15/2025 | Royal Bank of Canada | 9,947 | $750K | 0.0% | -12.1% | 0.360% | |
| 5/15/2025 | Tortoise Investment Management LLC | 3,393 | $256K | 0.0% | -30.1% | 0.123% | |
| 5/14/2025 | 1832 Asset Management L.P. | 257,519 | $19.43M | 0.0% | +1.3% | 9.330% | |
| 5/14/2025 | Flow Traders U.S. LLC | 6,729 | $508K | 0.0% | -85.9% | 0.244% | |
| 5/9/2025 | Endowment Wealth Management Inc. | 6,839 | $516K | 0.3% | +8.7% | 0.248% | |
| 5/8/2025 | Arkadios Wealth Advisors | 5,698 | $430K | 0.0% | N/A | 0.206% | |
| 5/6/2025 | Cetera Investment Advisers | 3,130 | $236K | 0.0% | +11.6% | 0.113% | |
| 5/2/2025 | Wealthfront Advisers LLC | 2,948 | $222K | 0.0% | -19.5% | 0.107% | |
| 5/1/2025 | LRI Investments LLC | 625 | $47K | 0.0% | +74.6% | 0.023% | |
| 4/30/2025 | Cerity Partners LLC | 2,882 | $217K | 0.0% | -6.5% | 0.104% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 23,993 | $1.81M | 0.0% | -1.9% | 0.869% | |
| 4/28/2025 | First Horizon Advisors Inc. | 980 | $74K | 0.0% | -71.7% | 0.036% | |
| 4/23/2025 | Ledyard National Bank | 4,141 | $312K | 0.0% | -4.3% | 0.150% | |
| 4/22/2025 | Comprehensive Money Management Services LLC | 20,934 | $1.58M | 1.3% | -3.7% | 0.758% | |
| 4/22/2025 | Advisor Resource Council | 9,920 | $748K | 0.1% | N/A | 0.359% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 190,459 | $14.37M | 0.0% | N/A | 6.104% | |
| 4/10/2025 | Matrix Trust Co | 3,022 | $228K | 0.0% | N/A | 0.097% | |
| 4/8/2025 | Boston Standard Wealth Management LLC | 10,115 | $793K | 0.2% | +170.6% | 0.324% | |
| 4/7/2025 | GAMMA Investing LLC | 3,922 | $296K | 0.0% | +7,442.3% | 0.126% | |
| 3/4/2025 | Comprehensive Money Management Services LLC | 21,734 | $1.66M | 1.4% | N/A | 0.697% | |
| 2/18/2025 | Sunbelt Securities Inc. | 2,913 | $222K | 0.0% | N/A | 0.093% | |
| 2/17/2025 | Bank of America Corp DE | 101,578 | $7.75M | 0.0% | -3.1% | 3.256% | |
| 2/14/2025 | Jane Street Group LLC | 35,759 | $2.73M | 0.0% | +212.6% | 1.146% | |
| 2/14/2025 | The Manufacturers Life Insurance Company | 15,369 | $1.17M | 0.0% | -57.7% | 0.493% | |
| 2/14/2025 | Transce3nd LLC | 347 | $26K | 0.0% | N/A | 0.011% | |
| 2/14/2025 | Generation Capital Management LLC | 5,000 | $382K | 0.3% | N/A | 0.160% | |
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| 2/13/2025 | Stamos Capital Partners L.P. | 6,530 | $498K | 0.1% | +76.5% | 0.209% | |
| 2/13/2025 | Raymond James Financial Inc. | 6,296 | $481K | 0.0% | N/A | 0.202% | |
| 2/13/2025 | Cerity Partners LLC | 3,082 | $235K | 0.0% | +30.0% | 0.099% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 24,449 | $1.87M | 0.0% | -3.0% | 0.784% | |
| 2/13/2025 | Cullen Capital Management LLC | 11,900 | $908K | 0.0% | N/A | 0.381% | |
| 2/13/2025 | Wells Fargo & Company MN | 12,124 | $926K | 0.0% | -15.0% | 0.389% | |
| 2/13/2025 | Oarsman Capital Inc. | 1,602 | $122K | 0.0% | -13.0% | 0.051% | |
| 2/11/2025 | Lynx Investment Advisory | 27,022 | $2.06M | 1.4% | +2.5% | 0.866% | |
| 2/11/2025 | LPL Financial LLC | 14,885 | $1.14M | 0.0% | -29.9% | 0.477% | |
| 2/10/2025 | Independent Family Office LLC | 5,000 | $382K | 0.2% | -35.1% | 0.160% | |
| 2/10/2025 | Horizon Kinetics Asset Management LLC | 6,295 | $481K | 0.0% | -8.1% | 0.202% | |
| 2/10/2025 | Essential Planning LLC. | 29,900 | $2.41M | 0.0% | N/A | 0.958% | |
| 2/7/2025 | Wealthfront Advisers LLC | 13,455 | $1.03M | 0.0% | +269.3% | 0.431% | |
| 2/7/2025 | Endowment Wealth Management Inc. | 6,292 | $480K | 0.3% | +2.2% | 0.202% | |
| 2/7/2025 | Tortoise Investment Management LLC | 4,857 | $371K | 0.0% | -11.8% | 0.156% | |
| 2/7/2025 | Larson Financial Group LLC | 1,414 | $108K | 0.0% | -11.7% | 0.045% | |
| 2/6/2025 | Raymond James Financial Inc. | 6,296 | $481K | 0.0% | N/A | 0.202% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 573 | $44K | 0.0% | N/A | 0.018% | |
| 2/3/2025 | First Horizon Advisors Inc. | 3,460 | $264K | 0.0% | -9.4% | 0.111% | |
| 2/3/2025 | M Financial Asset Management Inc. | 4,755 | $362K | 1.8% | -29.5% | 0.152% | |
| 1/31/2025 | Truist Financial Corp | 24,794 | $1.89M | 0.0% | -5.5% | 0.795% | |
| 1/29/2025 | Comprehensive Financial Planning Inc. PA | 323 | $25K | 0.0% | N/A | 0.010% | |
| 1/27/2025 | Boston Standard Wealth Management LLC | 3,738 | $285K | 0.1% | -10.7% | 0.120% | |
| 1/13/2025 | Brookstone Capital Management | 4,604 | $351K | 0.0% | +14.4% | 0.213% | |
| 11/15/2024 | LRI Investments LLC | 357 | $31K | 0.0% | N/A | 0.016% | |
| 11/15/2024 | MML Investors Services LLC | 3,134 | $270K | 0.0% | +5.4% | 0.137% | |
| 11/15/2024 | Jane Street Group LLC | 11,438 | $986K | 0.0% | -79.7% | 0.502% | |
| 11/14/2024 | Flow Traders U.S. LLC | 4,412 | $380K | 0.0% | N/A | 0.194% | |
| 11/13/2024 | The Manufacturers Life Insurance Company | 36,294 | $3.13M | 0.0% | -11.1% | 1.592% | |
| 11/13/2024 | Horizon Kinetics Asset Management LLC | 6,850 | $590K | 0.0% | -1.9% | 0.300% | |
| 11/12/2024 | Larson Financial Group LLC | 1,602 | $138K | 0.0% | +738.7% | 0.070% | |
| 11/8/2024 | Prospera Financial Services Inc | 3,880 | $334K | 0.0% | -9.0% | 0.170% | |
| 11/1/2024 | Rather & Kittrell Inc. | 2,434 | $210K | 0.1% | N/A | 0.107% | |
| 10/30/2024 | M Financial Asset Management Inc. | 6,742 | $580K | 2.3% | -6.2% | 0.296% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 896 | $77K | 0.0% | +16.7% | 0.039% | |
| 10/21/2024 | Ledyard National Bank | 4,226 | $364K | 0.0% | -4.9% | 0.185% | |
| 10/21/2024 | Northwest Investment Counselors LLC | 194,110 | $16.73M | 3.8% | +1.2% | 8.514% | |
| 10/8/2024 | Brookstone Capital Management | 4,023 | $347K | 0.0% | +6.9% | 0.181% | |
| 10/7/2024 | Boston Standard Wealth Management LLC | 4,185 | $361K | 0.1% | -58.6% | 0.189% | |
| 10/5/2024 | Quent Capital LLC | 452 | $39K | 0.0% | N/A | 0.020% | |
| 8/21/2024 | Truist Financial Corp | 32,463 | $2.54M | 0.0% | +2.4% | 1.387% | |
| 8/15/2024 | The Manufacturers Life Insurance Company | 40,844 | $3.20M | 0.0% | +36.6% | 1.745% | |
| 8/14/2024 | 1832 Asset Management L.P. | 250,221 | $19.61M | 0.0% | +2.6% | 10.693% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 32,675 | $2.56M | 0.0% | +1.6% | 1.396% | |
| 8/8/2024 | M Financial Asset Management Inc. | 7,187 | $563K | 2.2% | -24.6% | 0.307% | |
| 8/3/2024 | National Bank of Canada FI | 770 | $60K | 0.0% | -20.1% | 0.033% | |
| 8/2/2024 | Tortoise Investment Management LLC | 5,557 | $436K | 0.0% | -2.2% | 0.237% | |
| 8/1/2024 | TIAA Trust National Association | 4,412 | $346K | 0.0% | -4.5% | 0.189% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 5,052 | $396K | 0.0% | +16.6% | 0.216% | |
| 7/31/2024 | Fortis Group Advisors LLC | 23,655 | $1.85M | 0.4% | N/A | 1.011% | |
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| 7/30/2024 | International Assets Investment Management LLC | 336 | $26K | 0.0% | N/A | 0.014% | |
| 7/18/2024 | Brookstone Capital Management | 3,762 | $305K | 0.0% | +20.2% | 0.161% | |
| 7/16/2024 | Alhambra Investment Management LLC | 22,622 | $1.77M | 1.0% | -19.1% | 0.967% | |
| 7/15/2024 | Northwest Investment Counselors LLC | 191,813 | $15.03M | 3.8% | +1.3% | 8.197% | |
| 7/10/2024 | Boston Standard Wealth Management LLC | 10,115 | $793K | 0.2% | -50.7% | 0.432% | |
| 7/10/2024 | Matrix Trust Co | 1,285 | $101K | 0.0% | N/A | 0.055% | |
| 7/9/2024 | Lynx Investment Advisory | 26,413 | $2.07M | 1.5% | N/A | 1.129% | |
| 5/16/2024 | Jane Street Group LLC | 87,519 | $7.39M | 0.0% | -42.1% | 3.473% | |
| 5/14/2024 | Stamos Capital Partners L.P. | 3,590 | $303K | 0.1% | +6.2% | 0.142% | |
| 5/10/2024 | TIAA Trust National Association | 4,620 | $390K | 0.0% | -6.9% | 0.183% | |
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