| 8/13/2025 | D L Carlson Investment Group Inc. | 18,793 | $1.96M | 0.4% | N/A | 1.446% | |
| 8/12/2025 | JPMorgan Chase & Co. | 89,336 | $9.33M | 0.0% | -11.9% | 6.872% | |
| 8/7/2025 | Shared Vision Wealth Group LLC | 3,211 | $333K | 0.2% | -3.9% | 0.238% | |
| 8/6/2025 | Bryn Mawr Trust Advisors LLC | 6,280 | $656K | 0.0% | -29.2% | 0.465% | |
| 8/5/2025 | WorthPointe LLC | 10,652 | $1.11M | 0.5% | +46.8% | 0.789% | |
| 8/4/2025 | Assetmark Inc. | 2,204 | $230K | 0.0% | -29.7% | 0.163% | |
| 8/4/2025 | Keybank National Association OH | 27,139 | $2.84M | 0.0% | -8.7% | 2.010% | |
| 8/1/2025 | First National Trust Co | 2,000 | $209K | 0.0% | N/A | 0.154% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 6,814 | $712K | 0.0% | +15.9% | 0.524% | |
| 7/31/2025 | TSA Wealth Managment LLC | 4,022 | $420K | 0.2% | -8.3% | 0.309% | |
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| 7/28/2025 | Cypress Wealth Services LLC | 3,576 | $373K | 0.1% | -4.8% | 0.265% | |
| 7/24/2025 | US Bancorp DE | 75,009 | $7.83M | 0.0% | -3.3% | 5.556% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 3,306 | $345K | 0.1% | N/A | 0.236% | |
| 7/22/2025 | Kickstand Ventures LLC. | 3,306 | $345K | 0.1% | -4.1% | 0.236% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,498 | $156K | 0.0% | N/A | 0.107% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 4,095 | $428K | 0.0% | -21.6% | 0.293% | |
| 7/16/2025 | Colton Groome Financial Advisors LLC | 75,512 | $7.89M | 2.7% | -15.6% | 5.394% | |
| 7/15/2025 | Kelly Financial Group LLC | 21,871 | $2.28M | 0.4% | -3.3% | 1.562% | |
| 7/14/2025 | Wooster Corthell Wealth Management Inc. | 4,703 | $491K | 0.1% | -23.0% | 0.336% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 5,174 | $540K | 0.0% | +2.7% | 0.370% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 27,120 | $2.81M | 0.0% | N/A | 1.937% | |
| 7/10/2025 | Focus Financial Network Inc. | 1,941 | $203K | 0.0% | N/A | 0.139% | |
| 5/19/2025 | Jane Street Group LLC | 36,600 | $3.81M | 0.0% | +28.3% | 2.440% | |
| 5/15/2025 | Royal Bank of Canada | 4,332 | $451K | 0.0% | -2.4% | 0.289% | |
| 5/14/2025 | Biondo Investment Advisors LLC | 13,872 | $1.45M | 0.2% | +21.2% | 0.925% | |
| 5/9/2025 | Kickstand Ventures LLC. | 3,449 | $359K | 0.1% | -9.3% | 0.230% | |
| 5/9/2025 | Blair William & Co. IL | 710 | $74K | 0.0% | -24.6% | 0.047% | |
| 5/8/2025 | US Bancorp DE | 77,587 | $8.08M | 0.1% | -15.7% | 5.172% | |
| 5/8/2025 | Wooster Corthell Wealth Management Inc. | 6,104 | $636K | 0.1% | -11.8% | 0.407% | |
| 5/6/2025 | Assetmark Inc. | 3,134 | $326K | 0.0% | -99.1% | 0.209% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 6,726 | $700K | 0.0% | +68.6% | 0.448% | |
| 5/6/2025 | WorthPointe LLC | 7,257 | $756K | 0.3% | +84.9% | 0.484% | |
| 5/5/2025 | Csenge Advisory Group | 2,238 | $231K | 0.0% | -81.0% | 0.149% | |
| 5/2/2025 | Bryn Mawr Capital Management LLC | 8,870 | $924K | 0.1% | -18.3% | 0.591% | |
| 5/1/2025 | Beirne Wealth Consulting Services LLC | 13,432 | $1.40M | 0.5% | -6.3% | 0.895% | |
| 5/1/2025 | Fifth Third Securities Inc. | 7,116 | $741K | 0.1% | N/A | 0.474% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 5,880 | $612K | 0.0% | -72.1% | 0.392% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 125,213 | $13.04M | 0.2% | -4.9% | 8.348% | |
| 4/28/2025 | Keybank National Association OH | 29,737 | $3.10M | 0.0% | -17.2% | 1.982% | |
| 4/28/2025 | DAVENPORT & Co LLC | 3,385 | $353K | 0.0% | -3.3% | 0.226% | |
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| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 5,220 | $544K | 0.0% | -2.3% | 0.348% | |
| 4/23/2025 | TSA Wealth Managment LLC | 4,386 | $457K | 0.2% | -20.0% | 0.292% | |
| 4/22/2025 | 5T Wealth LLC | 3,865 | $403K | 0.2% | -34.1% | 0.258% | |
| 4/16/2025 | Kelly Financial Group LLC | 22,625 | $2.36M | 0.4% | -4.4% | 1.508% | |
| 4/15/2025 | First United Bank & Trust | 545 | $57K | 0.0% | -16.0% | 0.036% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 2,151 | $224K | 0.0% | -26.3% | 0.143% | |
| 2/17/2025 | Cetera Investment Advisers | 4,512 | $461K | 0.0% | +12.5% | 0.210% | |
| 2/17/2025 | Citadel Advisors LLC | 14,611 | $1.49M | 0.0% | +71.1% | 0.680% | |
| 2/17/2025 | Bank of America Corp DE | 113,583 | $11.61M | 0.0% | +21.8% | 5.283% | |
| 2/17/2025 | Ameriprise Financial Inc. | 9,051 | $925K | 0.0% | -12.2% | 0.421% | |
| 2/14/2025 | Jane Street Group LLC | 28,529 | $2.92M | 0.0% | -17.0% | 1.327% | |
| 2/14/2025 | Susquehanna International Group LLP | 31,884 | $3.26M | 0.0% | -46.9% | 1.483% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 131,612 | $13.45M | 0.2% | -2.3% | 6.121% | |
| 2/13/2025 | Montag & Caldwell LLC | 5,285 | $540K | 0.1% | N/A | 0.246% | |
| 2/13/2025 | Hanlon Investment Management Inc. | 3,046 | $311K | 0.1% | +12.4% | 0.142% | |
| 2/13/2025 | Raymond James Financial Inc. | 2,151 | $220K | 0.0% | N/A | 0.100% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 21,084 | $2.16M | 0.0% | +3.9% | 0.981% | |
| 2/13/2025 | Wells Fargo & Company MN | 13,717 | $1.40M | 0.0% | +18.4% | 0.638% | |
| 2/12/2025 | Biondo Investment Advisors LLC | 11,445 | $1.17M | 0.2% | +2.5% | 0.532% | |
| 2/12/2025 | JPMorgan Chase & Co. | 101,074 | $10.33M | 0.0% | -56.1% | 4.701% | |
| 2/11/2025 | WorthPointe LLC | 3,925 | $401K | 0.2% | N/A | 0.183% | |
| 2/11/2025 | Modern Wealth Management LLC | 4,435 | $456K | 0.0% | -5.3% | 0.206% | |
| 2/11/2025 | LPL Financial LLC | 11,411 | $1.17M | 0.0% | -1.9% | 0.531% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 4,054 | $414K | 0.0% | +13.9% | 0.189% | |
| 2/7/2025 | AMG National Trust Bank | 2,450 | $250K | 0.0% | -3.9% | 0.114% | |
| 2/7/2025 | Destination Wealth Management | 176,681 | $18.06M | 0.6% | +2.5% | 8.218% | |
| 2/6/2025 | Raymond James Financial Inc. | 2,151 | $220K | 0.0% | N/A | 0.100% | |
| 2/6/2025 | Assetmark Inc. | 351,280 | $35.91M | 0.1% | -5.6% | 16.339% | |
| 2/6/2025 | Keybank National Association OH | 35,913 | $3.67M | 0.0% | +7.8% | 1.670% | |
| 2/6/2025 | TSA Wealth Managment LLC | 5,482 | $560K | 0.2% | -8.2% | 0.255% | |
| 2/6/2025 | Kelly Financial Group LLC | 23,659 | $2.42M | 0.8% | N/A | 1.100% | |
| 2/6/2025 | Shared Vision Wealth Group LLC | 3,341 | $342K | 0.2% | -10.9% | 0.155% | |
| 2/5/2025 | US Bancorp DE | 92,042 | $9.41M | 0.0% | -1.8% | 4.281% | |
| 2/5/2025 | Bryn Mawr Capital Management LLC | 10,855 | $1.11M | 0.1% | -3.1% | 0.505% | |
| 2/3/2025 | Bryn Mawr Capital Management LLC | 11,420 | $1.11M | 0.0% | +2.0% | 0.531% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 2,024 | $207K | 0.0% | +6.8% | 0.094% | |
| 1/31/2025 | Truist Financial Corp | 2,605 | $266K | 0.0% | +8.9% | 0.121% | |
| 1/31/2025 | 5T Wealth LLC | 5,865 | $600K | 0.3% | N/A | 0.273% | |
| 1/31/2025 | Sanctuary Advisors LLC | 31,526 | $3.24M | 0.0% | -1.4% | 1.466% | |
| 1/30/2025 | Aveo Capital Partners LLC | 36,589 | $3.74M | 0.4% | +0.7% | 1.702% | |
| 1/29/2025 | Kickstand Ventures LLC. | 3,802 | $389K | 0.1% | -4.5% | 0.177% | |
| 1/27/2025 | Foguth Wealth Management LLC. | 2,343 | $240K | 0.1% | N/A | 0.109% | |
| 1/24/2025 | DAVENPORT & Co LLC | 3,499 | $358K | 0.0% | +4.8% | 0.163% | |
| 1/23/2025 | Colton Groome Financial Advisors LLC | 28,943 | $2.96M | 1.1% | -0.8% | 1.346% | |
| 1/17/2025 | Bartlett & CO. Wealth Management LLC | 5,345 | $546K | 0.0% | -2.3% | 0.249% | |
| 1/16/2025 | Wooster Corthell Wealth Management Inc. | 6,922 | $708K | 0.2% | -2.7% | 0.322% | |
| 1/15/2025 | Cypress Wealth Services LLC | 3,756 | $384K | 0.1% | -6.1% | 0.175% | |
| 1/14/2025 | Signal Advisors Wealth LLC | 2,919 | $298K | 0.0% | N/A | 0.136% | |
| 1/13/2025 | Marcum Wealth LLC | 27,787 | $2.84M | 0.2% | N/A | 1.292% | |
| 12/26/2024 | JPMorgan Chase & Co. | 230,467 | $24.62M | 0.0% | -2.8% | 10.719% | |
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| 11/25/2024 | Destination Wealth Management | 172,390 | $18.42M | 0.6% | +2.6% | 8.018% | |
| 11/25/2024 | Wilmington Savings Fund Society FSB | 4,580 | $489K | 0.0% | N/A | 0.213% | |
| 11/25/2024 | Sanctuary Advisors LLC | 31,988 | $3.30M | 0.0% | -5.7% | 1.488% | |
| 11/15/2024 | Jane Street Group LLC | 34,379 | $3.67M | 0.0% | +253.7% | 1.599% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 3,205 | $342K | 0.0% | -6.6% | 0.149% | |
| 11/15/2024 | Hilltop Holdings Inc. | 10,701 | $1.14M | 0.1% | +5.9% | 0.498% | |
| 11/15/2024 | Ascent Group LLC | 2,601 | $278K | 0.0% | -29.6% | 0.121% | |
| 11/12/2024 | Alesco Advisors LLC | 2,485 | $265K | 0.0% | N/A | 0.116% | |
| 11/9/2024 | German American Bancorp Inc. | 3,937 | $421K | 0.0% | +34.0% | 0.183% | |
| 11/7/2024 | AMG National Trust Bank | 2,550 | $272K | 0.0% | -36.0% | 0.119% | |
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