| 2/21/2025 | Aurdan Capital Management LLC | 10,550 | $230K | 0.1% | N/A | 0.022% | |
| 2/18/2025 | Sunbelt Securities Inc. | 2,331 | $50K | 0.0% | N/A | 0.005% | |
| 2/17/2025 | Deutsche Bank AG | 645,356 | $14.05M | 0.0% | +130.2% | 1.383% | |
| 2/17/2025 | Cetera Investment Advisers | 11,300 | $246K | 0.0% | -16.9% | 0.024% | |
| 2/17/2025 | Bank of America Corp DE | 431,399 | $9.39M | 0.0% | -49.9% | 0.925% | |
| 2/17/2025 | Ameriprise Financial Inc. | 17,392 | $379K | 0.0% | -73.2% | 0.037% | |
| 2/14/2025 | Stifel Financial Corp | 45,507 | $991K | 0.0% | +8.7% | 0.098% | |
| 2/14/2025 | Generation Capital Management LLC | 48,635 | $1.06M | 0.9% | N/A | 0.104% | |
| 2/13/2025 | Strategic Investment Solutions Inc. IL | 1,414 | $28K | 0.0% | N/A | 0.003% | |
| 2/13/2025 | First Commonwealth Financial Corp PA | 11,675 | $254K | 0.1% | -15.8% | 0.025% | |
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| 2/13/2025 | Stonehaven Wealth & Tax Solutions LLC | 11,787 | $257K | 0.3% | N/A | 0.025% | |
| 2/13/2025 | M Holdings Securities Inc. | 69,664 | $1.52M | 0.2% | +52.3% | 0.149% | |
| 2/13/2025 | Mariner LLC | 40,028 | $871K | 0.0% | -5.5% | 0.086% | |
| 2/13/2025 | Scotia Capital Inc. | 59,483 | $1.30M | 0.0% | +5.2% | 0.128% | |
| 2/13/2025 | F M Investments LLC | 26,166 | $570K | 0.0% | -50.0% | 0.056% | |
| 2/13/2025 | Raymond James Financial Inc. | 49,811 | $1.08M | 0.0% | N/A | 0.107% | |
| 2/13/2025 | Advisory Services Network LLC | 41,602 | $906K | 0.0% | -55.4% | 0.089% | |
| 2/13/2025 | Bank of Montreal Can | 16,199 | $353K | 0.0% | -27.2% | 0.035% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 52,702 | $1.15M | 0.0% | -54.5% | 0.113% | |
| 2/13/2025 | Wells Fargo & Company MN | 491,478 | $10.70M | 0.0% | -10.0% | 1.054% | |
| 2/12/2025 | OneAscent Financial Services LLC | 51,785 | $1.13M | 0.1% | N/A | 0.111% | |
| 2/12/2025 | National Bank of Canada FI | 74,273 | $1.62M | 0.0% | -0.6% | 0.159% | |
| 2/12/2025 | JPMorgan Chase & Co. | 24,983 | $544K | 0.0% | -2.5% | 0.054% | |
| 2/11/2025 | LPL Financial LLC | 86,816 | $1.89M | 0.0% | +148.1% | 0.186% | |
| 2/11/2025 | M Holdings Securities Inc. | 1,517 | $33K | 0.0% | -96.7% | 0.003% | |
| 2/10/2025 | Corient Private Wealth LLC | 13,812 | $301K | 0.0% | -27.5% | 0.030% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 40,231 | $876K | 0.0% | +234.1% | 0.086% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 20,960 | $456K | 0.0% | +14.7% | 0.045% | |
| 2/7/2025 | HighTower Advisors LLC | 55,914 | $1.22M | 0.0% | -4.0% | 0.120% | |
| 2/7/2025 | Moors & Cabot Inc. | 36,428 | $793K | 0.0% | +6.4% | 0.078% | |
| 2/7/2025 | Amundi | 5,300 | $117K | 0.0% | +20.5% | 0.011% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 2,170 | $47K | 0.0% | -23.3% | 0.005% | |
| 2/6/2025 | Raymond James Financial Inc. | 49,811 | $1.08M | 0.0% | N/A | 0.107% | |
| 2/6/2025 | Assetmark Inc. | 30,758 | $670K | 0.0% | +164.3% | 0.066% | |
| 2/6/2025 | Schechter Investment Advisors LLC | 144,772 | $3.15M | 0.2% | -6.6% | 0.311% | |
| 2/5/2025 | US Bancorp DE | 15,479 | $337K | 0.0% | +107.6% | 0.033% | |
| 2/4/2025 | Bank of New York Mellon Corp | 202,005 | $4.40M | 0.0% | -11.7% | 0.434% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 26,600 | $579K | 0.0% | -21.9% | 0.057% | |
| 1/30/2025 | Allworth Financial LP | 1,753 | $40K | 0.0% | N/A | 0.004% | |
| 1/30/2025 | Red Cedar Investment Management LLC | 193,083 | $4.20M | 0.5% | -5.8% | 0.417% | |
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| 1/30/2025 | DT Investment Partners LLC | 174,508 | $3.80M | 0.3% | -1.5% | 0.377% | |
| 1/29/2025 | Avestar Capital LLC | 20,750 | $452K | 0.0% | N/A | 0.045% | |
| 1/29/2025 | Quent Capital LLC | 506,523 | $11.03M | 1.1% | +28.6% | 1.093% | |
| 1/29/2025 | Sovran Advisors LLC | 141,014 | $3.22M | 0.5% | N/A | 0.304% | |
| 1/28/2025 | Golden State Wealth Management LLC | 4,279 | $93K | 0.0% | N/A | 0.009% | |
| 1/23/2025 | Synergy Asset Management LLC | 3,801 | $80K | 0.0% | N/A | 0.008% | |
| 1/23/2025 | Patton Fund Management Inc. | 77,887 | $1.70M | 0.3% | -7.1% | 0.168% | |
| 1/23/2025 | Sumitomo Life Insurance Co. | 1,596,278 | $34.75M | 0.7% | N/A | 3.444% | |
| 1/22/2025 | Heartland Bank & Trust Co | 295,895 | $6.44M | 3.5% | +2,752.5% | 0.638% | |
| 1/22/2025 | PFG Investments LLC | 53,026 | $1.15M | 0.1% | +2.0% | 0.114% | |
| 1/21/2025 | Strategic Investment Management LLC | 942,910 | $20.53M | 7.1% | +4.9% | 2.045% | |
| 1/16/2025 | Breakwater Investment Management | 26,929 | $586K | 0.2% | +14.4% | 0.058% | |
| 1/16/2025 | Evanson Asset Management LLC | 47,657 | $1.04M | 0.1% | -5.9% | 0.103% | |
| 12/26/2024 | JPMorgan Chase & Co. | 25,633 | $538K | 0.0% | -98.2% | 0.058% | |
| 11/20/2024 | Virtu Financial LLC | 9,973 | $209K | 0.0% | -65.7% | 0.023% | |
| 11/15/2024 | MML Investors Services LLC | 31,184 | $655K | 0.0% | -12.3% | 0.070% | |
| 11/15/2024 | State Street Corp | 93,700 | $1.97M | 0.0% | -31.0% | 0.212% | |
| 11/15/2024 | Stifel Financial Corp | 41,865 | $879K | 0.0% | -11.4% | 0.095% | |
| 11/15/2024 | HighTower Advisors LLC | 58,257 | $1.22M | 0.0% | -48.2% | 0.132% | |
| 11/14/2024 | First Commonwealth Financial Corp PA | 13,867 | $291K | 0.1% | +11.3% | 0.031% | |
| 11/12/2024 | M Holdings Securities Inc. | 45,752 | $961K | 0.2% | +154.1% | 0.103% | |
| 11/8/2024 | Moors & Cabot Inc. | 34,228 | $719K | 0.0% | +6.2% | 0.078% | |
| 11/8/2024 | Etfidea LLC | 28,802 | $605K | 0.2% | -11.0% | 0.066% | |
| 11/1/2024 | Assetmark Inc. | 11,637 | $244K | 0.0% | +81.0% | 0.027% | |
| 10/28/2024 | US Bancorp DE | 7,457 | $157K | 0.0% | +1,469.9% | 0.018% | |
| 10/25/2024 | Pinnacle Associates Ltd. | 67,801 | $1.36M | 0.0% | +22.6% | 0.159% | |
| 10/25/2024 | Highline Wealth Partners LLC | 1,700 | $36K | 0.0% | N/A | 0.004% | |
| 10/25/2024 | MONECO Advisors LLC | 96,430 | $2.03M | 0.3% | -1.2% | 0.226% | |
| 10/24/2024 | Inscription Capital LLC | 213,173 | $4.48M | 0.7% | -9.6% | 0.500% | |
| 10/24/2024 | PFG Investments LLC | 51,978 | $1.09M | 0.1% | +15.9% | 0.122% | |
| 10/23/2024 | DT Investment Partners LLC | 177,100 | $3.72M | 0.3% | +18.7% | 0.416% | |
| 10/22/2024 | International Assets Investment Management LLC | 86,457 | $1.82M | 0.0% | +1,123.2% | 0.203% | |
| 10/22/2024 | Heartland Bank & Trust Co | 10,373 | $218K | 0.1% | N/A | 0.024% | |
| 10/16/2024 | Patton Fund Management Inc. | 83,878 | $1.76M | 0.4% | -4.5% | 0.197% | |
| 10/15/2024 | NBC Securities Inc. | 2,231 | $46K | 0.0% | -30.3% | 0.005% | |
| 10/11/2024 | Creative Planning | 16,804 | $353K | 0.0% | -6.8% | 0.039% | |
| 10/11/2024 | Empirical Asset Management LLC | 100,500 | $2.11M | 0.3% | +224.7% | 0.236% | |
| 10/8/2024 | Evanson Asset Management LLC | 50,657 | $1.06M | 0.1% | -3.1% | 0.121% | |
| 10/5/2024 | Quent Capital LLC | 393,855 | $8.27M | 0.8% | +10.0% | 0.943% | |
| 8/21/2024 | Truist Financial Corp | 25,269 | $560K | 0.0% | +42.8% | 0.053% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 75,995 | $1.68M | 0.0% | -6.8% | 0.160% | |
| 8/16/2024 | Creative Planning | 18,023 | $399K | 0.0% | -7.5% | 0.038% | |
| 8/13/2024 | Bulltick Wealth Management LLC | 130,206 | $2.88M | 0.7% | N/A | 0.274% | |
| 8/9/2024 | Moors & Cabot Inc. | 32,231 | $714K | 0.0% | +5.1% | 0.068% | |
| 8/9/2024 | One Capital Management LLC | 135,190 | $3.00M | 0.1% | +13.6% | 0.285% | |
| 8/9/2024 | Breakwater Investment Management | 15,520 | $344K | 0.2% | +263.0% | 0.033% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 118,937 | $2.63M | 0.0% | -11.9% | 0.250% | |
| 8/8/2024 | Idaho Trust Bank | 122,591 | $2.71M | 1.4% | N/A | 0.258% | |
| 8/7/2024 | PFG Investments LLC | 44,866 | $994K | 0.1% | +123.5% | 0.094% | |
| 8/3/2024 | National Bank of Canada FI | 74,732 | $1.68M | 0.0% | -2.5% | 0.157% | |
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| 7/31/2024 | Commonwealth Equity Services LLC | 11,374 | $252K | 0.0% | -16.4% | 0.024% | |
| 7/30/2024 | WESPAC Advisors LLC | 24,094 | $534K | 0.4% | N/A | 0.049% | |
| 7/30/2024 | International Assets Investment Management LLC | 7,068 | $157K | 0.0% | N/A | 0.014% | |
| 7/29/2024 | F M Investments LLC | 52,332 | $1.16M | 0.0% | N/A | 0.107% | |
| 7/26/2024 | Bank of New York Mellon Corp | 455,572 | $10.09M | 0.0% | -35.3% | 0.931% | |
| 7/25/2024 | Pinnacle Wealth Management Advisory Group LLC | 55,000 | $1.22M | 0.1% | -18.5% | 0.112% | |
| 7/24/2024 | DT Investment Partners LLC | 149,180 | $3.30M | 0.3% | N/A | 0.304% | |
| 7/22/2024 | Capital Advisory Group Advisory Services LLC | 24,430 | $541K | 0.2% | -4.5% | 0.050% | |
| 7/19/2024 | MONECO Advisors LLC | 97,564 | $2.16M | 0.3% | -6.7% | 0.198% | |
| 7/19/2024 | Sumitomo Life Insurance Co. | 2,593,494 | $57.45M | 1.3% | +22.7% | 5.271% | |
