| 2/19/2025 | Richmond Investment Services LLC | 8,612 | $240K | 0.1% | N/A | 0.059% | |
| 2/17/2025 | Citadel Advisors LLC | 97,868 | $2.72M | 0.0% | +356.7% | 0.675% | |
| 2/17/2025 | Brown Wealth Management LLC | 14,356 | $399K | 0.1% | -36.3% | 0.099% | |
| 2/17/2025 | Bank of America Corp DE | 105,520 | $2.94M | 0.0% | +157.9% | 0.728% | |
| 2/14/2025 | Jane Street Group LLC | 50,903 | $1.42M | 0.0% | -52.5% | 0.351% | |
| 2/14/2025 | Susquehanna International Group LLP | 134,697 | $3.75M | 0.0% | +13.2% | 0.929% | |
| 2/13/2025 | Mariner LLC | 9,051 | $252K | 0.0% | N/A | 0.062% | |
| 2/13/2025 | Townsquare Capital LLC | 12,333 | $343K | 0.0% | -46.9% | 0.085% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 16,380 | $456K | 0.0% | -3.9% | 0.113% | |
| 2/13/2025 | Raymond James Financial Inc. | 107,557 | $2.99M | 0.0% | N/A | 0.742% | |
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| 2/13/2025 | Invesco Ltd. | 92,784 | $2.58M | 0.0% | -68.0% | 0.640% | |
| 2/13/2025 | Shakespeare Wealth Management LLC | 9,261 | $258K | 0.1% | -4.9% | 0.064% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 82,135 | $2.29M | 0.0% | -12.2% | 0.566% | |
| 2/13/2025 | Wells Fargo & Company MN | 24,810 | $690K | 0.0% | -22.3% | 0.171% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 58,623 | $1.63M | 0.0% | +0.6% | 0.404% | |
| 2/11/2025 | LPL Financial LLC | 196,071 | $5.46M | 0.0% | +2.1% | 1.352% | |
| 2/11/2025 | Sei Investments Co. | 643,245 | $17.90M | 0.0% | +1.2% | 4.436% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 35,970 | $1.00M | 0.0% | -6.4% | 0.248% | |
| 2/7/2025 | Bell Investment Advisors Inc | 167,260 | $4.65M | 0.9% | +11.8% | 1.154% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 83,034 | $2.31M | 0.0% | -2.3% | 0.573% | |
| 2/6/2025 | Raymond James Financial Inc. | 107,557 | $2.99M | 0.0% | N/A | 0.742% | |
| 2/6/2025 | Burt Wealth Advisors | 661,994 | $18.42M | 4.7% | -1.6% | 4.565% | |
| 2/6/2025 | Jones Financial Companies Lllp | 10,578 | $294K | 0.0% | +49.6% | 0.073% | |
| 2/4/2025 | Bank of New York Mellon Corp | 997,127 | $27.75M | 0.0% | -0.6% | 6.877% | |
| 2/3/2025 | WealthBridge Capital Management LLC | 12,969 | $361K | 0.1% | -17.2% | 0.089% | |
| 2/3/2025 | Ieq Capital LLC | 97,640 | $2.72M | 0.0% | N/A | 0.673% | |
| 2/3/2025 | Private Advisor Group LLC | 9,247 | $257K | 0.0% | -10.9% | 0.064% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 11,657 | $324K | 0.0% | N/A | 0.080% | |
| 1/30/2025 | Principal Securities Inc. | 2,759 | $77K | 0.0% | +46.3% | 0.019% | |
| 1/29/2025 | Wagner Wealth Management LLC | 10,777 | $300K | 0.1% | +3.9% | 0.074% | |
| 1/23/2025 | Heck Capital Advisors LLC | 222,128 | $6.18M | 0.4% | N/A | 1.532% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 1,300 | $36K | 0.0% | -73.4% | 0.009% | |
| 1/22/2025 | Armbruster Capital Management Inc. | 106,226 | $2.96M | 0.6% | +10.6% | 0.733% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 5,275 | $147K | 0.0% | +7.9% | 0.036% | |
| 1/13/2025 | Johnson & White Wealth Management LLC | 163,388 | $4.54M | 2.7% | +2.4% | 1.127% | |
| 1/10/2025 | Ridgewood Investments LLC | 16,900 | $470K | 0.2% | -18.7% | 0.117% | |
| 11/15/2024 | Jane Street Group LLC | 107,127 | $3.26M | 0.0% | +5.5% | 0.739% | |
| 11/14/2024 | Flow Traders U.S. LLC | 71,158 | $2.17M | 0.1% | +281.8% | 0.491% | |
| 11/14/2024 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 10,231 | $311K | 0.0% | N/A | 0.071% | |
| 11/14/2024 | Bell Investment Advisors Inc | 149,584 | $4.55M | 0.8% | -1.2% | 1.032% | |
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| 11/13/2024 | Avestar Capital LLC | 42,290 | $1.29M | 0.1% | -8.6% | 0.292% | |
| 11/13/2024 | FMR LLC | 24,524 | $746K | 0.0% | +2.4% | 0.169% | |
| 11/8/2024 | PNC Financial Services Group Inc. | 84,969 | $2.59M | 0.0% | -6.6% | 0.586% | |
| 11/8/2024 | Prospera Financial Services Inc | 8,769 | $267K | 0.0% | -11.7% | 0.060% | |
| 11/1/2024 | Assetmark Inc. | 2,123 | $65K | 0.0% | +234.3% | 0.015% | |
| 11/1/2024 | Burt Wealth Advisors | 673,088 | $20.48M | 5.0% | -1.1% | 4.642% | |
| 10/25/2024 | SteelPeak Wealth LLC | 14,807 | $450K | 0.0% | -3.2% | 0.102% | |
| 10/24/2024 | Lunt Capital Management Inc. | 21,798 | $663K | 0.3% | N/A | 0.150% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 7,808 | $238K | 0.0% | -38.1% | 0.054% | |
| 10/22/2024 | Private Advisor Group LLC | 10,384 | $316K | 0.0% | -34.9% | 0.072% | |
| 10/15/2024 | HTLF Bank | 289,810 | $8.82M | 1.0% | +1.2% | 1.999% | |
| 10/7/2024 | WealthBridge Capital Management LLC | 15,669 | $477K | 0.1% | -8.2% | 0.108% | |
| 10/5/2024 | Ridgewood Investments LLC | 20,778 | $632K | 0.3% | -13.6% | 0.143% | |
| 10/3/2024 | Johnson & White Wealth Management LLC | 159,566 | $4.85M | 4.2% | +1.3% | 1.100% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 112,525 | $3.07M | 0.0% | -11.9% | 0.776% | |
| 8/14/2024 | Bank of Montreal Can | 43,751 | $1.23M | 0.0% | N/A | 0.302% | |
| 8/13/2024 | Sei Investments Co. | 1,099,724 | $30.01M | 0.0% | -4.6% | 7.584% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 98,878 | $2.70M | 0.0% | +15.3% | 0.682% | |
| 8/8/2024 | Sykon Capital LLC | 7,660 | $209K | 0.1% | -41.2% | 0.053% | |
| 8/8/2024 | Bell Investment Advisors Inc | 151,382 | $4.13M | 0.8% | +0.3% | 1.044% | |
| 8/6/2024 | Ausdal Financial Partners Inc. | 11,257 | $307K | 0.0% | -27.2% | 0.078% | |
| 7/29/2024 | Ridgewood Investments LLC | 24,050 | $656K | 0.4% | +1.8% | 0.166% | |
| 7/26/2024 | Bank of New York Mellon Corp | 1,011,695 | $27.61M | 0.0% | -0.7% | 6.977% | |
| 7/23/2024 | HTLF Bank | 286,452 | $7.82M | 0.9% | +1.9% | 1.976% | |
| 7/19/2024 | Johnson & White Wealth Management LLC | 157,518 | $4.30M | 4.1% | +1.2% | 1.086% | |
| 7/17/2024 | SteelPeak Wealth LLC | 15,301 | $418K | 0.0% | -12.1% | 0.106% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 12,611 | $344K | 0.0% | -7.2% | 0.087% | |
| 5/24/2024 | Cetera Advisors LLC | 14,451 | $406K | 0.0% | N/A | 0.100% | |
| 5/16/2024 | Jane Street Group LLC | 158,063 | $4.44M | 0.0% | +11.8% | 1.090% | |
| 5/13/2024 | Shakespeare Wealth Management LLC | 18,570 | $521K | 0.1% | -7.6% | 0.128% | |
| 5/8/2024 | Bell Investment Advisors Inc | 150,989 | $4.24M | 0.8% | -4.7% | 1.007% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 43,124 | $1.21M | 0.0% | +4.3% | 0.287% | |
| 5/7/2024 | Sei Investments Co. | 1,152,534 | $32.35M | 0.0% | -4.5% | 7.684% | |
| 5/1/2024 | Wambolt & Associates LLC | 10,739 | $301K | 0.1% | -38.5% | 0.072% | |
| 4/30/2024 | Private Advisor Group LLC | 63,163 | $1.77M | 0.0% | +583.9% | 0.421% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 39,927 | $1.12M | 0.0% | -5.7% | 0.266% | |
| 4/23/2024 | Global Retirement Partners LLC | 4,369 | $123K | 0.0% | -32.0% | 0.029% | |
| 4/23/2024 | Revisor Wealth Management LLC | 21,404 | $602K | 0.3% | +110.7% | 0.143% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 76,282 | $2.14M | 0.0% | +9.1% | 0.509% | |
| 4/18/2024 | Congress Wealth Management LLC DE | 228,081 | $6.40M | 0.1% | +0.6% | 1.046% | |
| 4/18/2024 | SteelPeak Wealth LLC | 17,411 | $489K | 0.0% | +27.0% | 0.080% | |
| 4/12/2024 | McNaughton Wealth Management LLC | 13,605 | $382K | 0.2% | -29.5% | 0.062% | |
| 4/10/2024 | Johnson & White Wealth Management LLC | 155,622 | $4.37M | 3.2% | +2.0% | 0.714% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 76,518 | $2.16M | 0.0% | -1.6% | 0.351% | |
| 2/22/2024 | Scarborough Advisors LLC | 1,824 | $51K | 0.0% | N/A | 0.008% | |
| 2/15/2024 | Bell Investment Advisors Inc | 158,364 | $4.46M | 0.9% | -11.9% | 0.726% | |
| 2/14/2024 | Sei Investments Co. | 1,206,438 | $33.99M | 0.1% | +3.3% | 5.534% | |
| 2/13/2024 | Exencial Wealth Advisors LLC | 9,023 | $254K | 0.0% | N/A | 0.041% | |
| 2/12/2024 | Avestar Capital LLC | 34,161 | $962K | 0.1% | +35.2% | 0.157% | |
| 2/12/2024 | CAP Partners LLC | 9,357 | $264K | 0.3% | N/A | 0.043% | |
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| 2/9/2024 | Congress Wealth Management LLC DE | 226,717 | $6.39M | 0.1% | -0.4% | 1.040% | |
| 2/9/2024 | Assetmark Inc. | 4,361 | $123K | 0.0% | +21,705.0% | 0.020% | |
| 2/9/2024 | UBS Group AG | 307,976 | $8.68M | 0.0% | +872.0% | 1.413% | |
| 2/9/2024 | PNC Financial Services Group Inc. | 76,518 | $2.16M | 0.0% | -1.6% | 0.351% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 41,344 | $1.17M | 0.0% | +1.2% | 0.190% | |
| 2/7/2024 | Wambolt & Associates LLC | 17,471 | $492K | 0.1% | -27.3% | 0.080% | |
| 2/7/2024 | JFS Wealth Advisors LLC | 3,887 | $109K | 0.0% | -98.5% | 0.018% | |
| 2/7/2024 | Principal Securities Inc. | 2,377 | $67K | 0.0% | N/A | 0.011% | |
| 2/6/2024 | Private Advisor Group LLC | 9,236 | $260K | 0.0% | -24.0% | 0.042% | |
| 2/6/2024 | National Bank of Canada FI | 30,336 | $845K | 0.0% | +4.7% | 0.139% | |
