| 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% | |
| 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% | |
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| 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% | |
| 5/16/2024 | Jane Street Group LLC | 121,472 | $4.27M | 0.0% | -13.2% | 0.949% | |
| 5/15/2024 | Mount Yale Investment Advisors LLC | 57,178 | $2.01M | 0.2% | -6.0% | 0.447% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 19,998 | $703K | 0.0% | +42.3% | 0.156% | |
| 5/3/2024 | FDx Advisors Inc. | 32,714 | $1.15M | 0.2% | +2.8% | 0.251% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 46,703 | $1.64M | 0.0% | -15.3% | 0.358% | |
| 4/30/2024 | Private Advisor Group LLC | 43,871 | $1.54M | 0.0% | -18.2% | 0.336% | |
| 4/30/2024 | Concord Wealth Partners | 100,613 | $3.54M | 0.6% | -4.0% | 0.771% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 184,533 | $6.49M | 0.0% | -3.2% | 1.414% | |
| 4/23/2024 | Global Retirement Partners LLC | 5,324 | $187K | 0.0% | +10.4% | 0.041% | |
| 4/23/2024 | McAdam LLC | 19,889 | $699K | 0.0% | +11.1% | 0.152% | |
| 4/23/2024 | Stablepoint Partners LLC | 7,652 | $269K | 0.1% | +9.4% | 0.059% | |
| 4/16/2024 | Investment Partners LTD. | 6,537 | $230K | 0.1% | N/A | 0.045% | |
| 4/12/2024 | Harbor Investment Advisory LLC | 860 | $30K | 0.0% | +230.8% | 0.006% | |
| 4/11/2024 | Roble Belko & Company Inc | 3,899 | $137K | 0.0% | +29.5% | 0.027% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 4,433 | $158K | 0.0% | -16.6% | 0.030% | |
| 2/27/2024 | Counterweight Ventures LLC | 9,675 | $344K | 0.3% | N/A | 0.066% | |
| 2/26/2024 | Virtu Financial LLC | 5,814 | $207K | 0.0% | N/A | 0.040% | |
| 2/21/2024 | Novak & Powell Financial Services Inc. | 18,331 | $652K | 0.4% | N/A | 0.125% | |
| 2/15/2024 | Comerica Bank | 30,906 | $1.10M | 0.0% | +9.8% | 0.211% | |
| 2/12/2024 | Stifel Financial Corp | 138,173 | $4.91M | 0.0% | +3.3% | 0.943% | |
| 2/12/2024 | Parallel Advisors LLC | 45,791 | $1.63M | 0.0% | -34.8% | 0.313% | |
| 2/12/2024 | Beta Wealth Group Inc. | 6,392 | $227K | 0.1% | -29.4% | 0.044% | |
| 2/9/2024 | US Bancorp DE | 22,020 | $783K | 0.0% | -68.9% | 0.150% | |
| 2/9/2024 | Assetmark Inc. | 361,266 | $12.84M | 0.0% | -4.9% | 2.466% | |
| 2/9/2024 | D.A. Davidson & CO. | 14,012 | $498K | 0.0% | +21.6% | 0.096% | |
| 2/9/2024 | Wells Fargo & Company MN | 294,463 | $10.47M | 0.0% | -5.2% | 2.010% | |
| 2/9/2024 | Balentine LLC | 11,432 | $406K | 0.0% | +492.9% | 0.078% | |
| 2/9/2024 | UBS Group AG | 734,149 | $26.10M | 0.0% | +2.7% | 5.011% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 55,144 | $1.96M | 0.0% | -17.5% | 0.376% | |
| 2/7/2024 | Mount Lucas Management LP | 69,314 | $2.46M | 0.7% | -3.8% | 0.473% | |
| 2/7/2024 | Arcadia Investment Management Corp MI | 1,300 | $46K | 0.0% | -23.0% | 0.009% | |
| 2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 228,211 | $8.11M | 0.3% | +1.0% | 1.558% | |
| 2/6/2024 | Private Advisor Group LLC | 53,648 | $1.91M | 0.0% | -22.1% | 0.366% | |
| 2/6/2024 | National Bank of Canada FI | 4,146 | $146K | 0.0% | -6.8% | 0.028% | |
| 2/6/2024 | Concord Wealth Partners | 104,852 | $3.73M | 0.7% | -18.6% | 0.716% | |
| 2/5/2024 | Brandywine Oak Private Wealth LLC | 26,198 | $931K | 0.1% | -19.3% | 0.179% | |
| 2/5/2024 | Savant Capital LLC | 6,933 | $246K | 0.0% | N/A | 0.047% | |
| 2/5/2024 | McAdam LLC | 17,901 | $636K | 0.0% | -6.8% | 0.122% | |
| 2/5/2024 | Conservest Capital Advisors Inc. | 11,099 | $395K | 0.0% | +4.8% | 0.076% | |
| 2/2/2024 | Truist Financial Corp | 20,985 | $746K | 0.0% | -38.6% | 0.143% | |
| 2/1/2024 | CWM LLC | 1,173 | $42K | 0.0% | -40.1% | 0.008% | |
| 1/30/2024 | Beverly Hills Private Wealth LLC | 31,326 | $1.11M | 0.3% | -9.3% | 0.214% | |
| 1/30/2024 | Kades & Cheifetz LLC | 84,701 | $3.01M | 2.1% | -4.7% | 0.578% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 2,671 | $95K | 0.0% | -20.9% | 0.018% | |
| 1/24/2024 | Arvest Investments Inc. | 4,662 | $166K | 0.0% | N/A | 0.032% | |
| 1/23/2024 | WealthShield Partners LLC | 63,704 | $2.27M | 0.4% | -3.8% | 0.435% | |
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| 1/18/2024 | West Wealth Group LLC | 10,929 | $389K | 0.2% | -37.3% | 0.075% | |
| 1/17/2024 | PFG Investments LLC | 10,702 | $380K | 0.1% | -5.8% | 0.073% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 13,072 | $465K | 0.0% | -11.8% | 0.089% | |
| 1/16/2024 | Raymond James & Associates | 37,915 | $1.35M | 0.0% | -3.6% | 0.259% | |
| 1/12/2024 | Advisor Resource Council | 10,989 | $391K | 0.0% | N/A | 0.075% | |
| 1/9/2024 | Southland Equity Partners LLC | 8,249 | $293K | 0.1% | -5.1% | 0.056% | |
| 1/9/2024 | Traverso Chambers Private Wealth Management LLC | 5,900 | $210K | 0.1% | N/A | 0.040% | |
| 1/8/2024 | Curbstone Financial Management Corp | 12,078 | $429K | 0.1% | N/A | 0.082% | |
| 11/30/2023 | Modera Wealth Management LLC | 33,766 | $1.05M | 0.0% | N/A | 0.230% | |
| 11/15/2023 | Baker Avenue Asset Management LP | 60,729 | $2.00M | 0.1% | +1,196.2% | 0.415% | |
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