| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 35,192 | $824K | 0.0% | +5.9% | 0.236% | |
| 2/18/2025 | Investmark Advisory Group LLC | 15,320 | $359K | 0.2% | -17.0% | 0.082% | |
| 2/17/2025 | Deutsche Bank AG | 159,331 | $3.73M | 0.0% | -7.0% | 0.850% | |
| 2/17/2025 | Citadel Advisors LLC | 328,170 | $7.68M | 0.0% | +320.8% | 1.750% | |
| 2/17/2025 | Bank of America Corp DE | 701,756 | $16.43M | 0.0% | +53.8% | 3.743% | |
| 2/17/2025 | Ameriprise Financial Inc. | 664,213 | $15.55M | 0.0% | +158.3% | 3.542% | |
| 2/14/2025 | Jane Street Group LLC | 74,265 | $1.74M | 0.0% | -62.1% | 0.396% | |
| 2/14/2025 | Capital Analysts LLC | 38,359 | $898K | 0.0% | +9.2% | 0.205% | |
| 2/13/2025 | Mariner LLC | 10,184 | $238K | 0.0% | +14.3% | 0.054% | |
| 2/13/2025 | Raymond James Financial Inc. | 98,514 | $2.31M | 0.0% | N/A | 0.525% | |
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| 2/13/2025 | Invesco Ltd. | 236,737 | $5.54M | 0.0% | -28.1% | 1.263% | |
| 2/13/2025 | Titleist Asset Management LLC | 11,274 | $264K | 0.0% | -11.0% | 0.060% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,167,571 | $27.33M | 0.0% | +3.5% | 6.227% | |
| 2/13/2025 | Wells Fargo & Company MN | 321,746 | $7.53M | 0.0% | +3.1% | 1.716% | |
| 2/12/2025 | OLD Mission Capital LLC | 355,626 | $8.33M | 0.1% | +229.7% | 1.897% | |
| 2/12/2025 | National Bank of Canada FI | 71,989 | $1.69M | 0.0% | +46.0% | 0.384% | |
| 2/12/2025 | Prevail Innovative Wealth Advisors LLC | 60,357 | $1.41M | 0.4% | +31.6% | 0.322% | |
| 2/12/2025 | Physician Wealth Advisors Inc. | 2,590 | $61K | 0.0% | N/A | 0.014% | |
| 2/12/2025 | Riverchase Wealth Management LLC | 24,384 | $571K | 0.4% | N/A | 0.130% | |
| 2/12/2025 | JPMorgan Chase & Co. | 21,625 | $506K | 0.0% | -67.8% | 0.115% | |
| 2/12/2025 | Ipsen Advisor Group LLC | 42,826 | $1.00M | 0.9% | N/A | 0.228% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 47,606 | $1.11M | 0.0% | +1.4% | 0.254% | |
| 2/11/2025 | LPL Financial LLC | 817,924 | $19.15M | 0.0% | -2.2% | 4.362% | |
| 2/11/2025 | Antonelli Financial Advisors LLC | 153,833 | $3.60M | 3.0% | N/A | 0.820% | |
| 2/10/2025 | Parallel Advisors LLC | 20,909 | $489K | 0.0% | -2.0% | 0.112% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 100,344 | $2.35M | 0.0% | -0.7% | 0.535% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 37,011 | $866K | 0.0% | -4.3% | 0.197% | |
| 2/7/2025 | HighTower Advisors LLC | 8,949 | $209K | 0.0% | -49.5% | 0.048% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 1,082,619 | $25.34M | 0.0% | +3.5% | 5.774% | |
| 2/6/2025 | Raymond James Financial Inc. | 98,514 | $2.31M | 0.0% | N/A | 0.525% | |
| 2/6/2025 | Jones Financial Companies Lllp | 7,149 | $167K | 0.0% | +47.8% | 0.038% | |
| 2/4/2025 | Bank of New York Mellon Corp | 1,204,058 | $28.19M | 0.0% | -0.6% | 6.422% | |
| 2/4/2025 | WealthShield Partners LLC | 3,263 | $76K | 0.0% | N/A | 0.017% | |
| 2/4/2025 | MONECO Advisors LLC | 28,480 | $667K | 0.1% | +25.2% | 0.152% | |
| 2/4/2025 | Rainey & Randall Wealth Advisors Inc. | 326,290 | $7.64M | 1.5% | +6.8% | 1.740% | |
| 2/4/2025 | LWM Advisory Services LLC | 337,778 | $7.91M | 5.5% | +2.0% | 1.801% | |
| 2/3/2025 | Ieq Capital LLC | 61,252 | $1.43M | 0.0% | N/A | 0.327% | |
| 1/31/2025 | Atlas Legacy Advisors LLC | 40,606 | $951K | 0.2% | N/A | 0.217% | |
| 1/30/2025 | Principal Securities Inc. | 3,897 | $91K | 0.0% | +37.9% | 0.021% | |
| 1/30/2025 | Scarborough Advisors LLC | 85,794 | $2.01M | 0.3% | -70.2% | 0.458% | |
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| 1/30/2025 | Rhumbline Advisers | 214,996 | $5.03M | 0.0% | +2.3% | 1.147% | |
| 1/29/2025 | Certuity LLC | 50,889 | $1.19M | 0.1% | -13.2% | 0.271% | |
| 1/24/2025 | Lunt Capital Management Inc. | 27,338 | $640K | 0.2% | +124.5% | 0.146% | |
| 1/24/2025 | Brio Consultants LLC | 192,989 | $4.52M | 0.7% | -19.2% | 1.029% | |
| 1/23/2025 | Caprock Group LLC | 17,300 | $405K | 0.0% | N/A | 0.092% | |
| 1/21/2025 | RFG Advisory LLC | 23,265 | $545K | 0.0% | N/A | 0.124% | |
| 1/17/2025 | Mutual Advisors LLC | 9,031 | $212K | 0.0% | -45.2% | 0.048% | |
| 1/15/2025 | Choice Wealth Advisors LLC | 477,743 | $11.18M | 5.7% | +3.6% | 2.548% | |
| 1/15/2025 | Lake Street Private Wealth LLC | 59,782 | $1.40M | 0.2% | +2.2% | 0.319% | |
| 1/15/2025 | Fermata Advisors LLC | 22,846 | $535K | 0.1% | +102.9% | 0.122% | |
| 1/14/2025 | Park Avenue Securities LLC | 46,753 | $1.09M | 0.0% | +37.0% | 0.249% | |
| 1/14/2025 | Lpwm LLC | 166,861 | $3.91M | 1.3% | +20.6% | 0.890% | |
| 1/10/2025 | Wealth Enhancement Advisory Services LLC | 36,647 | $858K | 0.0% | +10.3% | 0.195% | |
| 1/6/2025 | Burkett Financial Services LLC | 9,356 | $219K | 0.1% | -26.3% | 0.050% | |
| 12/26/2024 | JPMorgan Chase & Co. | 67,094 | $1.75M | 0.0% | +140.0% | 0.358% | |
| 11/15/2024 | National Bank of Canada FI | 49,291 | $1.29M | 0.0% | N/A | 0.263% | |
| 11/15/2024 | Jane Street Group LLC | 196,047 | $5.12M | 0.0% | +28.4% | 1.046% | |
| 11/15/2024 | Stifel Financial Corp | 12,497 | $326K | 0.0% | N/A | 0.067% | |
| 11/15/2024 | Investmark Advisory Group LLC | 18,468 | $482K | 0.2% | -35.4% | 0.098% | |
| 11/15/2024 | HighTower Advisors LLC | 17,713 | $461K | 0.0% | -3.3% | 0.094% | |
| 11/14/2024 | Flow Traders U.S. LLC | 135,197 | $3.53M | 0.2% | +227.9% | 0.721% | |
| 11/13/2024 | Avestar Capital LLC | 78,737 | $2.05M | 0.2% | -7.4% | 0.420% | |
| 11/13/2024 | FMR LLC | 305,792 | $7.98M | 0.0% | -12.1% | 1.631% | |
| 11/12/2024 | Citigroup Inc. | 214,493 | $5.60M | 0.0% | +10.5% | 1.144% | |
| 11/8/2024 | PNC Financial Services Group Inc. | 1,045,793 | $27.29M | 0.0% | -0.9% | 5.578% | |
| 10/25/2024 | MONECO Advisors LLC | 22,745 | $593K | 0.1% | +5.2% | 0.121% | |
| 10/24/2024 | Lunt Capital Management Inc. | 12,175 | $318K | 0.1% | N/A | 0.065% | |
| 10/24/2024 | OMNI 360 Wealth Inc. | 13,309 | $347K | 0.2% | +10.5% | 0.071% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 33,229 | $867K | 0.0% | -19.8% | 0.177% | |
| 10/23/2024 | BKM Wealth Management LLC | 58,794 | $1.53M | 0.6% | -3.3% | 0.314% | |
| 10/22/2024 | Lake Street Private Wealth LLC | 58,498 | $1.53M | 0.2% | +2.1% | 0.312% | |
| 10/22/2024 | Rainey & Randall Investment Management Inc. | 305,508 | $7.97M | 1.7% | +2.1% | 1.629% | |
| 10/21/2024 | Whittier Trust Co. | 6,422 | $168K | 0.0% | N/A | 0.034% | |
| 10/9/2024 | Fermata Advisors LLC | 11,261 | $294K | 0.1% | N/A | 0.060% | |
| 10/8/2024 | Burkett Financial Services LLC | 12,698 | $331K | 0.1% | -3.0% | 0.068% | |
| 10/8/2024 | Ignite Planners LLC | 162,400 | $4.24M | 1.0% | +14.9% | 0.866% | |
| 10/7/2024 | Choice Wealth Advisors LLC | 461,317 | $12.04M | 6.0% | -0.5% | 2.460% | |
| 10/7/2024 | Lpwm LLC | 138,336 | $3.53M | 1.2% | +2.3% | 0.738% | |
| 10/3/2024 | Park Avenue Securities LLC | 34,126 | $890K | 0.0% | -3.3% | 0.182% | |
| 9/23/2024 | Centaurus Financial Inc. | 4,370 | $103K | 0.0% | N/A | 0.023% | |
| 8/22/2024 | Cetera Investment Advisers | 136,313 | $3.21M | 0.0% | -1.5% | 0.727% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 118,377 | $2.79M | 0.0% | -53.1% | 0.631% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 1,139,096 | $26.85M | 0.0% | +5.6% | 6.075% | |
| 8/8/2024 | Parallel Advisors LLC | 21,275 | $501K | 0.0% | -5.7% | 0.113% | |
| 8/8/2024 | LWM Advisory Services LLC | 336,105 | $7.92M | 6.6% | +1,296.5% | 1.793% | |
| 8/8/2024 | Client 1ST Advisory Group LLC | 13,138 | $310K | 0.1% | -38.7% | 0.070% | |
| 8/8/2024 | Scarborough Advisors LLC | 420,023 | $9.90M | 4.1% | +24.1% | 2.240% | |
| 8/8/2024 | Prevail Innovative Wealth Advisors LLC | 42,381 | $999K | 0.4% | +13.4% | 0.226% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 7,324 | $173K | 0.0% | N/A | 0.039% | |
| 8/6/2024 | Certuity LLC | 58,644 | $1.38M | 0.1% | N/A | 0.313% | |
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| 8/1/2024 | Rhumbline Advisers | 206,461 | $4.87M | 0.0% | -1.3% | 1.101% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 92,102 | $2.17M | 0.0% | -34.0% | 0.491% | |
| 7/29/2024 | Ridgewood Investments LLC | 5,403 | $127K | 0.1% | N/A | 0.029% | |
| 7/26/2024 | Bank of New York Mellon Corp | 1,221,030 | $28.78M | 0.0% | -10.5% | 6.512% | |
| 7/24/2024 | &PARTNERS | 61,778 | $1.46M | 0.1% | +38.4% | 0.329% | |
| 7/23/2024 | Ayalon Insurance Comp Ltd. | 3,447 | $81K | 0.0% | +244.7% | 0.018% | |
| 7/19/2024 | MONECO Advisors LLC | 21,613 | $509K | 0.1% | N/A | 0.115% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 41,409 | $976K | 0.0% | -5.3% | 0.221% | |
| 7/15/2024 | Lpwm LLC | 135,212 | $3.25M | 1.1% | +1.7% | 0.721% | |
| 7/15/2024 | Choice Wealth Advisors LLC | 463,433 | $10.92M | 5.8% | +3.6% | 2.472% | |
