| 11/20/2024 | Westside Investment Management Inc. | 16,025 | $983K | 0.2% | -5.9% | 0.086% | |
| 11/18/2024 | Rehmann Capital Advisory Group | 20,895 | $1.28M | 0.1% | -17.9% | 0.112% | |
| 11/15/2024 | MML Investors Services LLC | 12,420 | $762K | 0.0% | -2.9% | 0.066% | |
| 11/15/2024 | EP Wealth Advisors LLC | 1,639 | $101K | 0.0% | N/A | 0.009% | |
| 11/15/2024 | Jane Street Group LLC | 24,675 | $1.51M | 0.0% | N/A | 0.132% | |
| 11/15/2024 | Weaver Consulting Group | 44,853 | $2.75M | 0.9% | -0.9% | 0.240% | |
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| 11/15/2024 | Stifel Financial Corp | 33,408 | $2.05M | 0.0% | +19.0% | 0.179% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 42,845 | $2.63M | 0.0% | -10.9% | 0.229% | |
| 11/13/2024 | FMR LLC | 9,352,065 | $573.75M | 0.0% | +15.8% | 50.011% | |
| 11/13/2024 | Truvestments Capital LLC | 800 | $49K | 0.0% | N/A | 0.004% | |
| 11/12/2024 | Running Point Capital Advisors LLC | 147,882 | $9.07M | 3.5% | +2.5% | 0.791% | |
| 11/8/2024 | Stonebridge Financial Planning Group LLC | 5,250 | $322K | 0.2% | -13.2% | 0.028% | |
| 11/8/2024 | Darwin Wealth Management LLC | 3,138 | $193K | 0.1% | N/A | 0.017% | |
| 11/8/2024 | Segall Bryant & Hamill LLC | 276,703 | $16.98M | 0.2% | N/A | 1.480% | |
| 11/7/2024 | AMG National Trust Bank | 3,494 | $214K | 0.0% | N/A | 0.019% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 115,857 | $7.11M | 0.0% | -0.2% | 0.620% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 3,173 | $195K | 0.0% | +51.8% | 0.017% | |
| 11/5/2024 | Apollon Wealth Management LLC | 3,324 | $204K | 0.0% | -5.7% | 0.018% | |
| 11/4/2024 | Tyler Stone Wealth Management | 34,165 | $2.10M | 0.4% | +99.5% | 0.183% | |
| 11/1/2024 | Verity Asset Management Inc. | 21,664 | $1.33M | 0.5% | +9.7% | 0.116% | |
| 10/31/2024 | JB Capital LLC | 3,473 | $213K | 0.0% | N/A | 0.019% | |
| 10/30/2024 | Avidian Wealth Enterprises LLC | 8,170 | $501K | 0.0% | N/A | 0.044% | |
| 10/30/2024 | Ameritas Advisory Services LLC | 303,471 | $18.62M | 0.8% | +15.7% | 1.623% | |
| 10/25/2024 | Pallas Capital Advisors LLC | 13,429 | $824K | 0.0% | +5.6% | 0.072% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 21,494 | $1.32M | 0.0% | -13.3% | 0.115% | |
| 10/23/2024 | Silver Oak Securities Incorporated | 6,408 | $391K | 0.0% | +43.8% | 0.034% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 9,001 | $552K | 0.0% | N/A | 0.048% | |
| 10/21/2024 | GFG Capital LLC | 164,195 | $10.07M | 2.6% | +0.6% | 0.878% | |
| 10/18/2024 | Commonwealth Equity Services LLC | 724,927 | $44.47M | 0.1% | +3.7% | 3.877% | |
| 10/18/2024 | Raymond James & Associates | 88,844 | $5.45M | 0.0% | +4.6% | 0.475% | |
| 10/17/2024 | OmniStar Financial Group Inc. | 3,253 | $202K | 0.2% | N/A | 0.017% | |
| 10/10/2024 | Mechanics Bank Trust Department | 59,086 | $3.63M | 0.5% | +10.8% | 0.316% | |
| 10/8/2024 | Hoxton Planning & Management LLC | 3,442 | $211K | 0.1% | N/A | 0.018% | |
| 8/22/2024 | Cetera Investment Advisers | 125,826 | $7.18M | 0.0% | +9.1% | 0.673% | |
| 8/21/2024 | Truist Financial Corp | 4,690 | $267K | 0.0% | N/A | 0.025% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 28,057 | $1.60M | 0.0% | +1.8% | 0.150% | |
| 8/16/2024 | NewEdge Advisors LLC | 145,374 | $8.29M | 0.1% | +0.4% | 0.777% | |
| 8/13/2024 | Kowal Investment Group LLC | 12,016 | $685K | 0.1% | +6.6% | 0.064% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 116,047 | $6.62M | 0.0% | +26.0% | 0.621% | |
| 8/13/2024 | AE Wealth Management LLC | 59,071 | $3.37M | 0.0% | +69.6% | 0.316% | |
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| 8/12/2024 | Mercer Global Advisors Inc. ADV | 3,854 | $220K | 0.0% | -8.5% | 0.021% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 536,162 | $30.58M | 0.0% | +10.3% | 2.867% | |
| 8/8/2024 | Stonebridge Financial Planning Group LLC | 6,050 | $345K | 0.2% | -3.2% | 0.032% | |
| 8/6/2024 | Howard Capital Management Inc. | 16,810 | $959K | 0.1% | +4.3% | 0.090% | |
| 7/31/2024 | Asset Allocation Strategies LLC | 30,067 | $1.72M | 0.6% | +8.2% | 0.161% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 698,737 | $39.86M | 0.1% | +4.6% | 3.737% | |
| 7/30/2024 | Key Financial Inc | 2,427 | $138K | 0.0% | N/A | 0.013% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 262,221 | $14.96M | 0.6% | -2.1% | 1.402% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 48,794 | $2.78M | 0.0% | -2.1% | 0.261% | |
| 7/25/2024 | Bryant Woods Investment Advisors LLC | 7,931 | $452K | 0.3% | +33.3% | 0.042% | |
| 7/22/2024 | GFG Capital LLC | 163,150 | $9.31M | 2.4% | -4.1% | 0.872% | |
| 7/22/2024 | Carnegie Investment Counsel | 4,073 | $232K | 0.0% | N/A | 0.022% | |
| 7/22/2024 | Pallas Capital Advisors LLC | 12,716 | $744K | 0.0% | +8.9% | 0.068% | |
| 7/19/2024 | Raymond James & Associates | 84,943 | $4.85M | 0.0% | -2.8% | 0.454% | |
| 7/18/2024 | Gradient Investments LLC | 573 | $33K | 0.0% | N/A | 0.003% | |
| 7/17/2024 | Westside Investment Management Inc. | 17,031 | $971K | 0.2% | +20.1% | 0.091% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 7,810 | $445K | 0.0% | N/A | 0.042% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 24,784 | $1.41M | 0.0% | +29.3% | 0.133% | |
| 7/13/2024 | Mechanics Bank Trust Department | 53,304 | $3.04M | 0.4% | +9.9% | 0.285% | |
| 7/9/2024 | Kingswood Wealth Advisors LLC | 5,831 | $333K | 0.0% | N/A | 0.031% | |
| 5/28/2024 | Verity Asset Management Inc. | 9,103 | $511K | 0.3% | +5.2% | 0.049% | |
| 5/24/2024 | Cetera Advisors LLC | 7,221 | $406K | 0.0% | +10.5% | 0.039% | |
| 5/24/2024 | Cetera Investment Advisers | 115,377 | $6.48M | 0.0% | +145.4% | 0.617% | |
| 5/16/2024 | Jane Street Group LLC | 78,575 | $4.41M | 0.0% | +45.5% | 0.420% | |
| 5/15/2024 | Kestra Advisory Services LLC | 315,684 | $17.74M | 0.1% | +7.7% | 1.688% | |
| 5/10/2024 | Osaic Holdings Inc. | 149,002 | $8.37M | 0.0% | -39.9% | 0.797% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 9,763 | $548K | 0.0% | +6.3% | 0.052% | |
| 5/3/2024 | Absolute Capital Management LLC | 47,494 | $2.67M | 1.7% | +44.0% | 0.260% | |
| 5/2/2024 | Lincoln National Corp | 59,328 | $3.33M | 0.1% | +4.1% | 0.325% | |
| 4/30/2024 | Private Advisor Group LLC | 23,431 | $1.32M | 0.0% | -13.1% | 0.128% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 668,310 | $37.55M | 0.1% | -6.9% | 3.662% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 49,840 | $2.80M | 0.0% | +8.1% | 0.273% | |
| 4/22/2024 | Raymond James & Associates | 87,426 | $4.91M | 0.0% | -0.9% | 0.479% | |
| 4/19/2024 | Abundance Wealth Counselors | 210,504 | $11.83M | 2.7% | -1.3% | 1.940% | |
| 4/19/2024 | Westside Investment Management Inc. | 14,175 | $796K | 0.2% | +17.1% | 0.131% | |
| 4/18/2024 | Kowal Investment Group LLC | 11,276 | $633K | 0.1% | -2.4% | 0.104% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 19,163 | $1.08M | 0.0% | -11.4% | 0.177% | |
| 4/15/2024 | Sunbelt Securities Inc. | 6,330 | $356K | 0.0% | +344.5% | 0.058% | |
| 4/15/2024 | RMR Wealth Builders | 3,865 | $217K | 0.0% | -32.3% | 0.036% | |
| 2/20/2024 | Voisard Asset Management Group Inc. | 500 | $26K | 0.0% | N/A | 0.005% | |
| 2/16/2024 | Clarity Asset Management Inc. | 2,179 | $115K | 0.1% | N/A | 0.020% | |
| 2/14/2024 | VitalStone Financial LLC | 520 | $28K | 0.0% | -89.4% | 0.005% | |
| 2/14/2024 | Asset Allocation Strategies LLC | 26,116 | $1.38M | 0.5% | +5.8% | 0.241% | |
| 2/14/2024 | Personal CFO Solutions LLC | 22,001 | $1.17M | 0.2% | N/A | 0.203% | |
| 2/14/2024 | Valley Financial Group Inc. | 5,571 | $295K | 0.2% | N/A | 0.051% | |
| 2/13/2024 | Exencial Wealth Advisors LLC | 89,724 | $4.75M | 0.2% | +4.8% | 0.827% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 4,025 | $213K | 0.0% | -13.9% | 0.037% | |
| 2/9/2024 | Advisory Services Network LLC | 19,000 | $1.01M | 0.0% | -4.9% | 0.175% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 46,105 | $2.44M | 0.0% | -43.2% | 0.425% | |
| 2/9/2024 | Corient Private Wealth LLC | 348,115 | $18.44M | 0.0% | -8.8% | 3.208% | |
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| 2/9/2024 | D.A. Davidson & CO. | 18,692 | $990K | 0.0% | -21.3% | 0.172% | |
| 2/8/2024 | Summit X LLC | 38,902 | $2.06M | 0.6% | -47.6% | 0.359% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 9,187 | $487K | 0.0% | +5.9% | 0.085% | |
| 2/7/2024 | Darwin Wealth Management LLC | 4,196 | $222K | 0.1% | -10.4% | 0.039% | |
| 2/7/2024 | GDS Wealth Management | 3,955 | $209K | 0.0% | N/A | 0.036% | |
| 2/6/2024 | RMR Wealth Builders | 5,712 | $303K | 0.0% | -58.4% | 0.053% | |
| 2/6/2024 | Lincoln National Corp | 56,970 | $3.02M | 0.1% | -47.4% | 0.525% | |
| 2/6/2024 | Private Advisor Group LLC | 26,951 | $1.43M | 0.0% | +8.1% | 0.248% | |
| 2/6/2024 | Commonwealth Equity Services LLC | 718,103 | $38.04M | 0.1% | +2.5% | 6.618% | |
| 2/6/2024 | Great Valley Advisor Group Inc. | 14,243 | $754K | 0.0% | N/A | 0.131% | |
