| 3/6/2025 | Wood Tarver Financial Group LLC | 6,714 | $234K | 0.1% | N/A | 0.063% | |
| 2/19/2025 | Columbia River Financial Group LLC | 284,363 | $9.94M | 6.8% | N/A | 2.222% | |
| 2/18/2025 | Note Advisors LLC | 6,349 | $222K | 0.2% | N/A | 0.050% | |
| 2/17/2025 | Cetera Investment Advisers | 87,752 | $3.07M | 0.0% | +1.1% | 0.686% | |
| 2/17/2025 | Baker Avenue Asset Management LP | 188,075 | $6.58M | 0.2% | +136.1% | 1.469% | |
| 2/17/2025 | Beverly Hills Private Wealth LLC | 12,714 | $444K | 0.1% | -56.6% | 0.099% | |
| 2/17/2025 | Bank of America Corp DE | 752,344 | $26.30M | 0.0% | -3.8% | 5.878% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 79,981 | $2.80M | 0.0% | +237.0% | 0.625% | |
| 2/14/2025 | Jane Street Group LLC | 134,743 | $4.71M | 0.0% | +36.7% | 1.053% | |
| 2/14/2025 | Comerica Bank | 25,587 | $895K | 0.0% | -3.1% | 0.200% | |
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| 2/14/2025 | Capital Analysts LLC | 5,408 | $189K | 0.0% | +15.2% | 0.042% | |
| 2/14/2025 | Susquehanna International Group LLP | 107,006 | $3.74M | 0.0% | +125.3% | 0.836% | |
| 2/14/2025 | Stifel Financial Corp | 127,664 | $4.46M | 0.0% | -3.8% | 0.997% | |
| 2/14/2025 | MML Investors Services LLC | 63,672 | $2.23M | 0.0% | +31.2% | 0.497% | |
| 2/14/2025 | Freedom Investment Management Inc. | 20,148 | $704K | 0.1% | +5.4% | 0.157% | |
| 2/13/2025 | Raymond James Financial Inc. | 43,206 | $1.51M | 0.0% | N/A | 0.338% | |
| 2/13/2025 | Invesco Ltd. | 39,848 | $1.39M | 0.0% | +1.4% | 0.311% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 106,988 | $3.74M | 0.0% | -12.7% | 0.836% | |
| 2/13/2025 | Wells Fargo & Company MN | 261,037 | $9.13M | 0.0% | -1.7% | 2.039% | |
| 2/12/2025 | JPMorgan Chase & Co. | 17,353 | $607K | 0.0% | -34.2% | 0.136% | |
| 2/12/2025 | Bay Capital Advisors LLC | 6,409 | $224K | 0.2% | N/A | 0.050% | |
| 2/11/2025 | LPL Financial LLC | 185,326 | $6.48M | 0.0% | -5.3% | 1.448% | |
| 2/10/2025 | Parallel Advisors LLC | 32,693 | $1.14M | 0.0% | -13.4% | 0.255% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 56,706 | $1.98M | 0.0% | -1.1% | 0.443% | |
| 2/7/2025 | HighTower Advisors LLC | 12,494 | $437K | 0.0% | -11.4% | 0.098% | |
| 2/7/2025 | Mount Lucas Management LP | 30,965 | $1.08M | 0.4% | -53.7% | 0.242% | |
| 2/6/2025 | Raymond James Financial Inc. | 43,206 | $1.51M | 0.0% | N/A | 0.338% | |
| 2/6/2025 | Assetmark Inc. | 201,786 | $7.05M | 0.0% | +0.9% | 1.576% | |
| 2/6/2025 | Jones Financial Companies Lllp | 29,275 | $1.02M | 0.0% | +41.2% | 0.229% | |
| 2/5/2025 | US Bancorp DE | 1,679 | $59K | 0.0% | -70.6% | 0.013% | |
| 2/5/2025 | Conservest Capital Advisors Inc. | 15,945 | $557K | 0.1% | +43.6% | 0.125% | |
| 2/5/2025 | Flputnam Investment Management Co. | 5,782 | $202K | 0.0% | -35.1% | 0.045% | |
| 2/4/2025 | WealthShield Partners LLC | 47,567 | $1.66M | 0.2% | -19.8% | 0.372% | |
| 2/4/2025 | Partners Wealth Management LLC | 21,819 | $763K | 0.9% | N/A | 0.170% | |
| 2/3/2025 | Winebrenner Capital Management LLC | 20,535 | $718K | 0.6% | N/A | 0.160% | |
| 2/3/2025 | FDx Advisors Inc. | 34,569 | $1.21M | 0.4% | +4.3% | 0.270% | |
| 2/3/2025 | Private Advisor Group LLC | 36,507 | $1.28M | 0.0% | -3.1% | 0.285% | |
| 1/31/2025 | AlphaCentric Advisors LLC | 4,479 | $157K | 0.2% | -52.2% | 0.035% | |
| 1/29/2025 | Balentine LLC | 10,250 | $358K | 0.0% | +25.4% | 0.080% | |
| 1/27/2025 | Country Club Bank | 11,658 | $407K | 0.0% | N/A | 0.091% | |
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| 1/27/2025 | Stratos Wealth Partners LTD. | 9,660 | $338K | 0.0% | N/A | 0.075% | |
| 1/24/2025 | McAdam LLC | 28,952 | $1.01M | 0.1% | +10.7% | 0.226% | |
| 1/24/2025 | Concord Wealth Partners | 92,413 | $3.23M | 0.5% | -0.8% | 0.722% | |
| 1/24/2025 | Concord Asset Management LLC VA | 82,821 | $2.90M | 0.6% | +4.0% | 0.647% | |
| 1/23/2025 | Fifth Third Securities Inc. | 9,618 | $336K | 0.0% | -17.1% | 0.075% | |
| 1/23/2025 | Crews Bank & Trust | 2,735 | $96K | 0.0% | N/A | 0.021% | |
| 1/23/2025 | Allen Capital Group LLC | 148,011 | $5.17M | 0.6% | -1.3% | 1.156% | |
| 1/22/2025 | Mount Yale Investment Advisors LLC | 30,794 | $1.08M | 0.1% | -33.2% | 0.241% | |
| 1/22/2025 | PFG Investments LLC | 10,392 | $363K | 0.0% | -5.1% | 0.081% | |
| 1/22/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 222,898 | $7.79M | 0.2% | +1.7% | 1.741% | |
| 1/17/2025 | Transform Wealth LLC | 9,193 | $321K | 0.0% | N/A | 0.072% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 6,186 | $216K | 0.0% | +16.0% | 0.048% | |
| 1/13/2025 | Kades & Cheifetz LLC | 58,966 | $2.06M | 1.1% | -14.4% | 0.461% | |
| 1/10/2025 | Heartwood Wealth Advisors LLC | 24,906 | $871K | 0.1% | +2.8% | 0.195% | |
| 12/26/2024 | JPMorgan Chase & Co. | 26,366 | $1.01M | 0.0% | +101.3% | 0.206% | |
| 11/25/2024 | Synovus Financial Corp | 9,526 | $366K | 0.0% | N/A | 0.074% | |
| 11/15/2024 | MML Investors Services LLC | 48,547 | $1.86M | 0.0% | +5.8% | 0.379% | |
| 11/15/2024 | Jane Street Group LLC | 98,575 | $3.79M | 0.0% | +642.7% | 0.770% | |
| 11/15/2024 | Stifel Financial Corp | 132,692 | $5.10M | 0.0% | -3.0% | 1.037% | |
| 11/15/2024 | HighTower Advisors LLC | 14,099 | $540K | 0.0% | -5.0% | 0.110% | |
| 11/14/2024 | Flow Traders U.S. LLC | 12,350 | $474K | 0.0% | -76.1% | 0.096% | |
| 11/13/2024 | Freedom Investment Management Inc. | 19,112 | $734K | 0.1% | -5.2% | 0.149% | |
| 11/12/2024 | Allen Capital Group LLC | 150,030 | $5.76M | 0.7% | -0.4% | 1.172% | |
| 11/9/2024 | Creekside Partners | 6,602 | $253K | 0.1% | +11.3% | 0.052% | |
| 11/7/2024 | MB Generational Wealth LLC | 5,541 | $213K | 0.2% | N/A | 0.043% | |
| 11/7/2024 | Concord Asset Management LLC VA | 79,662 | $3.06M | 0.7% | +4.0% | 0.622% | |
| 11/6/2024 | Mount Lucas Management LP | 66,862 | $2.57M | 0.9% | -1.4% | 0.522% | |
| 11/4/2024 | Baker Avenue Asset Management LP | 79,643 | $3.06M | 0.1% | -57.6% | 0.622% | |
| 11/1/2024 | Assetmark Inc. | 199,968 | $7.68M | 0.0% | -3.9% | 1.562% | |
| 10/30/2024 | Milestone Investment Advisors LLC | 1,249 | $48K | 0.0% | -68.6% | 0.010% | |
| 10/30/2024 | AlphaCentric Advisors LLC | 9,375 | $360K | 0.3% | -5.9% | 0.073% | |
| 10/28/2024 | US Bancorp DE | 5,705 | $219K | 0.0% | +33.8% | 0.045% | |
| 10/23/2024 | Dumont & Blake Investment Advisors LLC | 23,197 | $891K | 0.2% | -50.0% | 0.181% | |
| 10/23/2024 | Mount Yale Investment Advisors LLC | 46,072 | $1.77M | 0.2% | -2.0% | 0.360% | |
| 10/22/2024 | McAdam LLC | 26,149 | $1.00M | 0.1% | +10.3% | 0.204% | |
| 10/22/2024 | Private Advisor Group LLC | 37,682 | $1.45M | 0.0% | -8.7% | 0.294% | |
| 10/19/2024 | Hardin Capital Partners LLC | 5,710 | $214K | 0.1% | N/A | 0.045% | |
| 10/11/2024 | Creative Planning | 7,802 | $300K | 0.0% | -11.4% | 0.061% | |
| 8/30/2024 | Creekside Partners | 5,931 | $204K | 0.1% | N/A | 0.046% | |
| 8/22/2024 | Cetera Investment Advisers | 91,461 | $3.15M | 0.0% | -24.9% | 0.715% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 64,254 | $2.21M | 0.0% | +4.2% | 0.502% | |
| 8/16/2024 | Creative Planning | 8,809 | $303K | 0.0% | +47.3% | 0.069% | |
| 8/14/2024 | Mount Yale Investment Advisors LLC | 47,020 | $1.62M | 0.1% | -17.8% | 0.367% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 21,264 | $732K | 0.0% | -10.1% | 0.166% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 121,669 | $4.19M | 0.0% | -29.5% | 0.951% | |
| 8/8/2024 | Parallel Advisors LLC | 36,422 | $1.25M | 0.0% | -12.6% | 0.285% | |
| 8/8/2024 | Investment Partners LTD. | 11,567 | $398K | 0.2% | +76.9% | 0.090% | |
| 8/7/2024 | Balentine LLC | 8,155 | $281K | 0.0% | -6.0% | 0.064% | |
| 8/6/2024 | Mount Lucas Management LP | 67,803 | $2.33M | 0.7% | -5.4% | 0.530% | |
| 8/5/2024 | Private Advisor Group LLC | 41,280 | $1.42M | 0.0% | -5.9% | 0.323% | |
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| 8/2/2024 | Larson Financial Group LLC | 2,917 | $100K | 0.0% | N/A | 0.023% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 66,224 | $2.28M | 0.0% | -64.1% | 0.517% | |
| 7/26/2024 | WealthShield Partners LLC | 61,003 | $2.10M | 0.3% | -1.3% | 0.477% | |
| 7/26/2024 | AlphaCentric Advisors LLC | 9,964 | $343K | 0.3% | -3.4% | 0.078% | |
| 7/24/2024 | McAdam LLC | 23,715 | $817K | 0.0% | +19.2% | 0.185% | |
| 7/19/2024 | Raymond James & Associates | 34,462 | $1.19M | 0.0% | -3.8% | 0.269% | |
| 7/15/2024 | Fifth Third Securities Inc. | 11,171 | $385K | 0.0% | +11.6% | 0.087% | |
| 5/24/2024 | Cetera Advisors LLC | 20,210 | $710K | 0.0% | +139.7% | 0.158% | |
| 5/24/2024 | Cetera Investment Advisers | 121,736 | $4.28M | 0.0% | +56.9% | 0.951% | |
| 5/17/2024 | Comerica Bank | 29,408 | $1.03M | 0.0% | -4.8% | 0.230% | |
