| 11/18/2024 | TD Private Client Wealth LLC | 658 | $40K | 0.0% | +509.3% | 0.004% | |
| 11/15/2024 | National Bank of Canada FI | 56,101 | $3.43M | 0.0% | -9.3% | 0.321% | |
| 11/15/2024 | Glen Eagle Advisors LLC | 7,257 | $444K | 0.1% | -3.7% | 0.042% | |
| 11/15/2024 | Jane Street Group LLC | 136,784 | $8.37M | 0.0% | +271.1% | 0.783% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 46,523 | $2.85M | 0.0% | -1.5% | 0.266% | |
| 11/15/2024 | HighTower Advisors LLC | 57,162 | $3.49M | 0.0% | +0.9% | 0.327% | |
|
| 11/14/2024 | Widmann Financial Services Inc. | 14,641 | $896K | 0.7% | +6.0% | 0.084% | |
| 11/14/2024 | Flow Traders U.S. LLC | 27,088 | $1.66M | 0.1% | N/A | 0.155% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 56,927 | $3.48M | 0.0% | -2.7% | 0.326% | |
| 11/14/2024 | Fiduciary Trust Co | 77,733 | $4.76M | 0.1% | -1.7% | 0.445% | |
| 11/13/2024 | BNP Paribas Financial Markets | 29,776 | $1.82M | 0.0% | -16.3% | 0.170% | |
| 11/13/2024 | FMR LLC | 11,637 | $712K | 0.0% | +37.2% | 0.067% | |
| 11/12/2024 | Larson Financial Group LLC | 10,060 | $616K | 0.0% | +550.7% | 0.058% | |
| 11/12/2024 | Nwam LLC | 3,962 | $242K | 0.0% | N/A | 0.023% | |
| 11/6/2024 | Meridian Investment Counsel Inc. | 5,900 | $361K | 0.1% | -14.5% | 0.034% | |
| 11/6/2024 | Schrum Private Wealth Management LLC | 5,150 | $315K | 0.2% | +38.6% | 0.029% | |
| 11/5/2024 | Lynx Investment Advisory | 46,642 | $2.85M | 2.1% | -0.7% | 0.267% | |
| 11/4/2024 | Addison Advisors LLC | 94,499 | $5.78M | 1.6% | +6.7% | 0.541% | |
| 11/4/2024 | Sigma Planning Corp | 4,591 | $281K | 0.0% | -8.1% | 0.026% | |
| 11/1/2024 | Comprehensive Financial Consultants Institutional Inc. | 9,309 | $570K | 0.2% | -11.1% | 0.053% | |
| 10/29/2024 | Conservest Capital Advisors Inc. | 571,788 | $34.99M | 3.5% | +6.3% | 3.271% | |
| 10/29/2024 | Weatherly Asset Management L. P. | 450,867 | $27.59M | 2.4% | -1.0% | 2.579% | |
| 10/28/2024 | Focus Financial Network Inc. | 42,993 | $2.63M | 0.1% | -0.8% | 0.246% | |
| 10/25/2024 | Financial Advocates Investment Management | 28,086 | $1.72M | 0.1% | +1.1% | 0.161% | |
| 10/24/2024 | Concord Wealth Partners | 9,003 | $551K | 0.1% | -42.3% | 0.052% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 13,608 | $833K | 0.0% | -16.3% | 0.078% | |
| 10/22/2024 | Private Advisor Group LLC | 4,676 | $286K | 0.0% | -9.7% | 0.027% | |
| 10/21/2024 | Koss Olinger Consulting LLC | 59,339 | $3.63M | 0.3% | +1.9% | 0.339% | |
| 10/18/2024 | Baron Financial Group LLC | 91,943 | $5.63M | 3.4% | -3.0% | 0.526% | |
| 10/18/2024 | Raymond James & Associates | 90,158 | $5.52M | 0.0% | +3.0% | 0.516% | |
| 10/16/2024 | Bleakley Financial Group LLC | 65,603 | $4.02M | 0.1% | -2.6% | 0.375% | |
| 10/16/2024 | Prism Advisors Inc. | 96,231 | $5.89M | 1.7% | -6.5% | 0.551% | |
| 10/11/2024 | Creative Planning | 7,025 | $430K | 0.0% | +8.0% | 0.040% | |
| 10/11/2024 | Fiduciary Alliance LLC | 5,787 | $354K | 0.0% | -44.5% | 0.033% | |
| 10/10/2024 | First Affirmative Financial Network | 37,946 | $2.32M | 1.3% | -1.0% | 0.217% | |
| 10/9/2024 | Money Design Co. Ltd. | 63,298 | $3.87M | 0.2% | -16.1% | 0.362% | |
| 10/8/2024 | CWM LLC | 2,473 | $151K | 0.0% | -18.6% | 0.014% | |
| 10/8/2024 | Mather Group LLC. | 486 | $30K | 0.0% | -45.1% | 0.003% | |
| 10/3/2024 | Park Avenue Securities LLC | 16,605 | $1.02M | 0.0% | -5.8% | 0.095% | |
| 10/1/2024 | Bridge Advisory LLC | 22,506 | $1.38M | 0.7% | -1.7% | 0.129% | |
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| 9/5/2024 | Sanctuary Advisors LLC | 10,066 | $557K | 0.0% | N/A | 0.058% | |
| 8/22/2024 | Cetera Investment Advisers | 193,113 | $10.68M | 0.0% | -18.3% | 1.105% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 50,868 | $2.81M | 0.0% | +2.7% | 0.291% | |
| 8/16/2024 | Creative Planning | 6,504 | $360K | 0.0% | +3.4% | 0.037% | |
| 8/14/2024 | Mill Creek Capital Advisors LLC | 35,069 | $1.94M | 0.0% | N/A | 0.201% | |
| 8/14/2024 | Bank of Montreal Can | 6,728 | $383K | 0.0% | +46.6% | 0.038% | |
| 8/14/2024 | 1832 Asset Management L.P. | 340,410 | $18.82M | 0.0% | -6.3% | 1.947% | |
| 8/13/2024 | TPG Advisors LLC | 6,866 | $380K | 0.3% | N/A | 0.039% | |
| 8/9/2024 | Greenwich Wealth Management LLC | 12,772 | $706K | 0.1% | -3.4% | 0.073% | |
| 8/8/2024 | Pinkerton Retirement Specialists LLC | 4,235 | $234K | 0.0% | N/A | 0.024% | |
| 8/6/2024 | Koss Olinger Consulting LLC | 58,230 | $3.22M | 0.3% | N/A | 0.333% | |
| 8/5/2024 | Addison Advisors LLC | 88,526 | $4.90M | 1.6% | +4.7% | 0.506% | |
| 8/2/2024 | Larson Financial Group LLC | 1,546 | $85K | 0.0% | N/A | 0.009% | |
| 8/1/2024 | TIAA Trust National Association | 9,000 | $498K | 0.0% | -3.5% | 0.051% | |
| 8/1/2024 | Summit Financial LLC | 4,015 | $222K | 0.0% | +7.6% | 0.023% | |
| 7/31/2024 | Weatherly Asset Management L. P. | 455,623 | $25.19M | 2.3% | -3.6% | 2.607% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 105,253 | $5.82M | 0.0% | -1.1% | 0.602% | |
| 7/30/2024 | International Assets Investment Management LLC | 1,792 | $99K | 0.0% | N/A | 0.010% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 12,580 | $696K | 0.0% | -44.9% | 0.072% | |
| 7/29/2024 | Financial Advocates Investment Management | 27,786 | $1.54M | 0.1% | -2.3% | 0.159% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 114,106 | $6.31M | 0.0% | +2.4% | 0.653% | |
| 7/23/2024 | Bridge Advisory LLC | 22,887 | $1.27M | 0.6% | -5.4% | 0.131% | |
| 7/22/2024 | Baron Financial Group LLC | 94,788 | $5.24M | 3.3% | -2.6% | 0.542% | |
| 7/22/2024 | Focus Financial Network Inc. | 43,325 | $2.55M | 0.1% | -0.9% | 0.248% | |
| 7/19/2024 | Raymond James & Associates | 87,506 | $4.84M | 0.0% | +5.6% | 0.501% | |
| 7/16/2024 | Key Client Fiduciary Advisors LLC | 6,730 | $372K | 0.2% | -7.1% | 0.039% | |
| 7/10/2024 | Simplicity Wealth LLC | 67,348 | $3.72M | 0.1% | -1.1% | 0.385% | |
| 7/10/2024 | Prism Advisors Inc. | 102,942 | $5.69M | 1.7% | -61.8% | 0.589% | |
| 7/10/2024 | First Affirmative Financial Network | 38,328 | $2.12M | 1.5% | -1.5% | 0.219% | |
| 7/10/2024 | Fiduciary Alliance LLC | 10,436 | $571K | 0.1% | -28.6% | 0.060% | |
| 7/9/2024 | Park Avenue Securities LLC | 17,621 | $974K | 0.0% | +12.2% | 0.101% | |
| 7/9/2024 | Lynx Investment Advisory | 46,964 | $2.60M | 1.9% | N/A | 0.269% | |
| 7/9/2024 | Mather Group LLC. | 886 | $49K | 0.0% | +82.3% | 0.005% | |
| 5/24/2024 | Cetera Advisors LLC | 79,286 | $4.40M | 0.0% | -6.7% | 0.454% | |
| 5/24/2024 | Cetera Investment Advisers | 236,369 | $13.13M | 0.0% | +3,290.3% | 1.352% | |
| 5/17/2024 | Comerica Bank | 17,991 | $999K | 0.0% | -5.2% | 0.103% | |
| 5/16/2024 | Jane Street Group LLC | 78,260 | $4.35M | 0.0% | -54.8% | 0.448% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 6,597 | $366K | 0.0% | +67.5% | 0.038% | |
| 5/15/2024 | 1832 Asset Management L.P. | 363,371 | $20.18M | 0.0% | +34,506.8% | 2.079% | |
| 5/14/2024 | EP Wealth Advisors LLC | 4,570 | $254K | 0.0% | -6.3% | 0.026% | |
| 5/13/2024 | Balanced Rock Investment Advisors LLC | 10,382 | $577K | 0.5% | -26.0% | 0.059% | |
| 5/10/2024 | Nwam LLC | 3,962 | $228K | 0.0% | N/A | 0.023% | |
| 5/8/2024 | Bleakley Financial Group LLC | 68,111 | $3.78M | 0.1% | +3.0% | 0.390% | |
| 5/8/2024 | US Bancorp DE | 35,058 | $1.95M | 0.0% | +0.8% | 0.201% | |
| 5/4/2024 | Glassman Wealth Services | 2,934 | $163K | 0.0% | +70.7% | 0.017% | |
| 5/3/2024 | Comprehensive Financial Consultants Institutional Inc. | 10,474 | $582K | 0.2% | -7.8% | 0.059% | |
| 5/2/2024 | Conservest Capital Advisors Inc. | 576,813 | $32.03M | 3.3% | -0.8% | 3.255% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 7,377 | $410K | 0.0% | -2.7% | 0.042% | |
| 5/1/2024 | BNP Paribas Financial Markets | 26,404 | $1.47M | 0.0% | +45.1% | 0.149% | |
| 4/30/2024 | Concord Wealth Partners | 20,895 | $1.16M | 0.2% | -25.1% | 0.118% | |
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| 4/30/2024 | Perigon Wealth Management LLC | 10,531 | $585K | 0.0% | -6.8% | 0.059% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 106,432 | $5.91M | 0.0% | -12.7% | 0.601% | |
| 4/27/2024 | Weatherly Asset Management L. P. | 472,688 | $26.25M | 2.5% | -2.3% | 2.668% | |
| 4/27/2024 | Phoenix Wealth Advisors | 15,235 | $846K | 0.5% | +116.4% | 0.086% | |
| 4/25/2024 | Summit Financial LLC | 3,730 | $207K | 0.0% | N/A | 0.021% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 111,397 | $6.19M | 0.0% | -0.3% | 0.629% | |
| 4/24/2024 | U S Global Investors Inc. | 3,800 | $211K | 0.0% | N/A | 0.021% | |
| 4/24/2024 | Simplicity Wealth LLC | 68,111 | $3.78M | 0.1% | N/A | 0.384% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 5,591 | $310K | 0.0% | -8.2% | 0.032% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 29,314 | $1.63M | 0.0% | -3.1% | 0.165% | |
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