| 8/5/2025 | Bank of Montreal Can | 3,513 | $218K | 0.0% | -21.6% | 0.022% | |
| 8/5/2025 | TIAA Trust National Association | 9,012 | $563K | 0.0% | -2.0% | 0.057% | |
| 8/5/2025 | Gould Asset Management LLC CA | 4,905 | $307K | 0.1% | -3.7% | 0.031% | |
| 8/1/2025 | Koss Olinger Consulting LLC | 39,541 | $2.47M | 0.2% | -28.5% | 0.250% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 39,999 | $2.50M | 0.0% | +16.6% | 0.253% | |
| 7/31/2025 | Conservest Capital Advisors Inc. | 504,305 | $31.52M | 3.1% | -2.5% | 3.192% | |
| 7/31/2025 | Money Design Co. Ltd. | 44,976 | $2.81M | 0.1% | -7.2% | 0.285% | |
| 7/30/2025 | Bleakley Financial Group LLC | 69,028 | $4.31M | 0.1% | -1.9% | 0.437% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 7,355 | $460K | 0.0% | -19.0% | 0.047% | |
| 7/30/2025 | Pacific Sun Financial Corp | 3,305 | $207K | 0.1% | N/A | 0.021% | |
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| 7/30/2025 | Financial Perspectives Inc | 6,944 | $434K | 0.1% | -4.3% | 0.044% | |
| 7/28/2025 | Rosenberg Matthew Hamilton | 838 | $52K | 0.0% | +103.9% | 0.005% | |
| 7/28/2025 | RFG Advisory LLC | 3,970 | $248K | 0.0% | N/A | 0.025% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 4,760 | $298K | 0.0% | +11.8% | 0.030% | |
| 7/25/2025 | Concord Asset Management LLC VA | 5,208 | $326K | 0.0% | N/A | 0.033% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 7,106 | $444K | 0.0% | N/A | 0.045% | |
| 7/25/2025 | CWM LLC | 2,668 | $167K | 0.0% | +7.9% | 0.017% | |
| 7/25/2025 | Wealth Advisory Team LLC | 17,495 | $1.09M | 1.0% | N/A | 0.111% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 16,673 | $1.04M | 0.8% | -2.2% | 0.106% | |
| 7/24/2025 | US Bancorp DE | 17,871 | $1.12M | 0.0% | -5.8% | 0.113% | |
| 7/22/2025 | Grimes & Company Inc. | 60,004 | $3.75M | 0.1% | N/A | 0.380% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 32,159 | $2.01M | 0.0% | -15.4% | 0.204% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 2,034 | $127K | 0.0% | -45.3% | 0.013% | |
| 7/18/2025 | Lynx Investment Advisory | 30,405 | $1.90M | 1.2% | -30.6% | 0.192% | |
| 7/18/2025 | PFG Investments LLC | 4,298 | $269K | 0.0% | N/A | 0.027% | |
| 7/18/2025 | Truist Financial Corp | 3,271 | $204K | 0.0% | N/A | 0.021% | |
| 7/15/2025 | TD Private Client Wealth LLC | 1,135 | $71K | 0.0% | N/A | 0.007% | |
| 7/15/2025 | EWG Elevate Inc. | 60,774 | $3.80M | 1.2% | N/A | 0.385% | |
| 7/15/2025 | Accurate Wealth Management LLC | 3,260 | $204K | 0.0% | N/A | 0.021% | |
| 7/14/2025 | Park Avenue Securities LLC | 4,729 | $296K | 0.0% | N/A | 0.030% | |
| 7/11/2025 | Weatherly Asset Management L. P. | 411,652 | $25.73M | 2.2% | -0.8% | 2.605% | |
| 7/9/2025 | Baron Financial Group LLC | 88,817 | $5.55M | 3.3% | -2.5% | 0.562% | |
| 7/8/2025 | Parallel Advisors LLC | 6,323 | $395K | 0.0% | +8.6% | 0.040% | |
| 6/16/2025 | Lynx Investment Advisory | 43,812 | $2.44M | 1.6% | -6.7% | 0.279% | |
| 5/20/2025 | Focus Partners Wealth | 27,806 | $1.55M | 0.0% | +5.8% | 0.176% | |
| 5/19/2025 | Jane Street Group LLC | 34,205 | $1.91M | 0.0% | +511.8% | 0.216% | |
| 5/16/2025 | Jones Financial Companies Lllp | 27,934 | $1.56M | 0.0% | +120.0% | 0.177% | |
| 5/16/2025 | 1 North Wealth Services LLC | 30,523 | $1.70M | 0.8% | -10.1% | 0.193% | |
| 5/15/2025 | Royal Bank of Canada | 47,026 | $2.62M | 0.0% | -0.9% | 0.298% | |
| 5/15/2025 | MAI Capital Management | 2,712 | $151K | 0.0% | +29.0% | 0.017% | |
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| 5/14/2025 | Comerica Bank | 15,511 | $864K | 0.0% | -1.7% | 0.098% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 64,393 | $3.59M | 0.0% | +15.7% | 0.408% | |
| 5/14/2025 | 1832 Asset Management L.P. | 335,834 | $18.70M | 0.0% | -2.6% | 2.126% | |
| 5/14/2025 | Mosaic Financial Group LLC | 7,855 | $437K | 0.4% | -32.2% | 0.050% | |
| 5/14/2025 | Summit Financial LLC | 19,741 | $1.10M | 0.0% | +273.7% | 0.125% | |
| 5/14/2025 | Flow Traders U.S. LLC | 79,486 | $4.43M | 0.2% | N/A | 0.503% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 52,730 | $2.94M | 0.0% | -14.4% | 0.334% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 81,761 | $4.55M | 0.0% | +1.6% | 0.517% | |
| 5/13/2025 | Raymond James Financial Inc. | 94,490 | $5.26M | 0.0% | -18.8% | 0.598% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 50,589 | $2.82M | 0.0% | N/A | 0.320% | |
| 5/13/2025 | NFP Retirement Inc. | 22,452 | $1.25M | 0.1% | -5.5% | 0.142% | |
| 5/13/2025 | HighTower Advisors LLC | 54,292 | $3.02M | 0.0% | -5.0% | 0.344% | |
| 5/12/2025 | Meridian Wealth Management LLC | 16,528 | $920K | 0.0% | +15.5% | 0.105% | |
| 5/12/2025 | Koss Olinger Consulting LLC | 55,292 | $3.08M | 0.3% | -5.5% | 0.350% | |
| 5/12/2025 | National Bank of Canada FI | 60,545 | $3.38M | 0.0% | +3.9% | 0.383% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 9,075 | $505K | 0.0% | -2.3% | 0.057% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 4,256 | $237K | 0.0% | -56.4% | 0.027% | |
| 5/9/2025 | Avalon Trust Co | 1,658 | $92K | 0.0% | N/A | 0.010% | |
| 5/8/2025 | TIAA Trust National Association | 9,200 | $512K | 0.0% | +2.2% | 0.058% | |
| 5/8/2025 | US Bancorp DE | 18,981 | $1.06M | 0.0% | +1.4% | 0.120% | |
| 5/8/2025 | NorthRock Partners LLC | 2,155 | $120K | 0.0% | N/A | 0.014% | |
| 5/7/2025 | LPL Financial LLC | 94,329 | $5.25M | 0.0% | +5.5% | 0.597% | |
| 5/7/2025 | Caliber Wealth Management LLC KS | 5,536 | $308K | 0.0% | N/A | 0.035% | |
| 5/6/2025 | Cetera Investment Advisers | 159,532 | $8.88M | 0.0% | N/A | 1.010% | |
| 5/5/2025 | Conservest Capital Advisors Inc. | 517,272 | $28.81M | 3.0% | -1.0% | 3.274% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 9,171 | $511K | 0.0% | +3.1% | 0.058% | |
| 5/2/2025 | Concord Wealth Partners | 5,358 | $298K | 0.0% | -16.4% | 0.034% | |
| 5/2/2025 | Larson Financial Group LLC | 10,202 | $568K | 0.0% | -4.8% | 0.065% | |
| 5/2/2025 | Sigma Planning Corp | 4,746 | $264K | 0.0% | +7.0% | 0.030% | |
| 5/1/2025 | Bleakley Financial Group LLC | 70,341 | $3.92M | 0.1% | +6.5% | 0.445% | |
| 5/1/2025 | Weatherly Asset Management L. P. | 414,952 | $23.11M | 2.1% | -0.3% | 2.626% | |
| 5/1/2025 | LRI Investments LLC | 4,835 | $269K | 0.0% | N/A | 0.031% | |
| 5/1/2025 | Prism Advisors Inc. | 66,528 | $3.71M | 1.1% | -7.0% | 0.421% | |
| 4/30/2025 | Cerity Partners LLC | 14,355 | $799K | 0.0% | +4.0% | 0.091% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 34,308 | $1.91M | 0.0% | +53.3% | 0.217% | |
| 4/28/2025 | Money Design Co. Ltd. | 48,464 | $2.70M | 0.1% | -11.0% | 0.307% | |
| 4/25/2025 | Washington Trust Advisors Inc. | 5,252 | $292K | 0.0% | -3.3% | 0.033% | |
| 4/24/2025 | TPG Advisors LLC | 7,164 | $399K | 0.3% | +4.2% | 0.045% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 27,248 | $1.52M | 0.1% | -1.0% | 0.172% | |
| 4/23/2025 | Perigon Wealth Management LLC | 9,170 | $511K | 0.0% | -2.9% | 0.058% | |
| 4/23/2025 | Golden State Wealth Management LLC | 564 | $31K | 0.0% | +100.0% | 0.004% | |
| 4/23/2025 | Spire Wealth Management | 2,796 | $156K | 0.0% | -13.9% | 0.018% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 105,726 | $5.89M | 0.0% | -5.6% | 0.669% | |
| 4/22/2025 | Comprehensive Money Management Services LLC | 17,053 | $950K | 0.8% | -3.1% | 0.108% | |
| 4/21/2025 | Johnson Investment Counsel Inc. | 4,108 | $229K | 0.0% | N/A | 0.026% | |
| 4/21/2025 | Dunhill Financial LLC | 963 | $54K | 0.0% | -45.4% | 0.006% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 6,952 | $387K | 0.0% | -6.6% | 0.044% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 10,889 | $606K | 0.0% | -7.6% | 0.069% | |
| 4/15/2025 | Transform Wealth LLC | 4,013 | $223K | 0.0% | -39.2% | 0.025% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 38,023 | $2.12M | 0.1% | N/A | 0.241% | |
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| 4/14/2025 | Farther Finance Advisors LLC | 1,806 | $101K | 0.0% | +121.6% | 0.011% | |
| 4/14/2025 | Baron Financial Group LLC | 91,112 | $5.07M | 3.2% | -0.6% | 0.577% | |
| 4/11/2025 | First Affirmative Financial Network | 36,265 | $2.02M | 1.2% | +1.5% | 0.230% | |
| 4/9/2025 | American National Bank & Trust | 531 | $30K | 0.0% | N/A | 0.003% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 11,790 | $639K | 0.0% | -13.4% | 0.074% | |
| 3/5/2025 | Castle Rock Wealth Management LLC | 5,525 | $309K | 0.1% | -12.6% | 0.034% | |
| 3/4/2025 | Comprehensive Money Management Services LLC | 17,603 | $954K | 0.8% | N/A | 0.109% | |
| 2/27/2025 | Bernard Wealth Management Corp. | 1,454 | $79K | 0.0% | N/A | 0.008% | |
| 2/21/2025 | Vermillion Wealth Management Inc. | 1,009 | $55K | 0.0% | N/A | 0.006% | |
| 2/18/2025 | GTS Securities LLC | 5,271 | $286K | 0.0% | +50.0% | 0.030% | |
