| 8/15/2025 | Corient Private Wealth LLC | 28,414 | $1.40M | 0.0% | +6.3% | 0.287% | |
| 8/15/2025 | Captrust Financial Advisors | 8,926 | $439K | 0.0% | -3.0% | 0.090% | |
| 8/15/2025 | IHT Wealth Management LLC | 5,863 | $288K | 0.0% | N/A | 0.059% | |
| 8/15/2025 | EP Wealth Advisors LLC | 13,764 | $676K | 0.0% | -43.2% | 0.139% | |
| 8/15/2025 | Bank of America Corp DE | 152,432 | $7.49M | 0.0% | -10.1% | 1.540% | |
| 8/15/2025 | Ameriprise Financial Inc. | 95,227 | $4.68M | 0.0% | -7.8% | 0.962% | |
| 8/14/2025 | Raymond James Financial Inc. | 36,688 | $1.80M | 0.0% | -15.8% | 0.371% | |
| 8/13/2025 | M Holdings Securities Inc. | 10,043 | $492K | 0.1% | N/A | 0.101% | |
| 8/13/2025 | Hsbc Holdings PLC | 19,400 | $953K | 0.0% | N/A | 0.196% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 9,104 | $447K | 0.0% | -5.0% | 0.092% | |
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| 8/12/2025 | Journey Strategic Wealth LLC | 281,158 | $13.82M | 0.4% | N/A | 2.840% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 10,364 | $509K | 0.0% | -7.2% | 0.105% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 25,988 | $1.28M | 0.0% | -9.1% | 0.263% | |
| 8/8/2025 | Cetera Investment Advisers | 47,068 | $2.31M | 0.0% | -1.0% | 0.475% | |
| 8/6/2025 | Prospera Financial Services Inc | 5,310 | $261K | 0.0% | N/A | 0.054% | |
| 8/6/2025 | RFG Bristol Wealth Advisors LLC | 19,082 | $938K | 0.3% | +97.1% | 0.193% | |
| 8/5/2025 | Westside Investment Management Inc. | 680 | $33K | 0.0% | N/A | 0.007% | |
| 8/4/2025 | IFG Advisory LLC | 9,589 | $471K | 0.0% | -5.2% | 0.097% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 9,053 | $445K | 0.0% | +20.5% | 0.091% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 26,638 | $1.31M | 0.0% | +143.8% | 0.269% | |
| 7/30/2025 | Pacific Sun Financial Corp | 10,310 | $507K | 0.3% | -4.6% | 0.104% | |
| 7/30/2025 | WBH Advisory Inc. | 4,551 | $224K | 0.0% | N/A | 0.046% | |
| 7/29/2025 | Members Advisory Group LLC | 147,451 | $7.25M | 2.7% | -24.0% | 1.489% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 586 | $29K | 0.0% | N/A | 0.006% | |
| 7/28/2025 | Harbour Investments Inc. | 1,484 | $73K | 0.0% | +19.1% | 0.015% | |
| 7/25/2025 | Apollon Wealth Management LLC | 5,463 | $268K | 0.0% | -4.5% | 0.055% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 18,086 | $889K | 0.1% | +9.7% | 0.183% | |
| 7/22/2025 | Berkshire Money Management Inc. | 164,343 | $8.08M | 0.8% | +4.0% | 1.660% | |
| 7/22/2025 | Chung Wu Investment Group LLC | 1,240 | $61K | 0.1% | N/A | 0.013% | |
| 7/18/2025 | Truist Financial Corp | 8,155 | $401K | 0.0% | +8.1% | 0.082% | |
| 7/16/2025 | Crowley Wealth Management Inc. | 3,160 | $160K | 0.1% | +87.0% | 0.032% | |
| 7/15/2025 | Bay Capital Advisors LLC | 17,819 | $876K | 0.7% | N/A | 0.181% | |
| 7/14/2025 | Park Avenue Securities LLC | 5,255 | $258K | 0.0% | N/A | 0.053% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 10,375 | $510K | 0.0% | -3.6% | 0.106% | |
| 7/10/2025 | Focus Financial Network Inc. | 4,214 | $207K | 0.0% | N/A | 0.043% | |
| 7/9/2025 | Orser Capital Management LLC | 29,820 | $1.47M | 1.1% | N/A | 0.303% | |
| 7/9/2025 | Sandy Cove Advisors LLC | 5,712 | $281K | 0.1% | -18.9% | 0.058% | |
| 5/19/2025 | Jane Street Group LLC | 53,141 | $2.15M | 0.0% | N/A | 0.567% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,013 | $82K | 0.0% | -86.5% | 0.021% | |
| 5/15/2025 | EP Wealth Advisors LLC | 24,222 | $981K | 0.0% | -1.5% | 0.258% | |
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| 5/15/2025 | Royal Bank of Canada | 15,396 | $623K | 0.0% | -2.9% | 0.164% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 9,586 | $388K | 0.0% | +15.7% | 0.102% | |
| 5/13/2025 | Cresset Asset Management LLC | 10,130 | $410K | 0.0% | N/A | 0.108% | |
| 5/9/2025 | Cheviot Value Management LLC | 750 | $32K | 0.0% | N/A | 0.008% | |
| 5/8/2025 | IFG Advisory LLC | 10,116 | $410K | 0.0% | +7.3% | 0.108% | |
| 5/7/2025 | Indie Asset Partners LLC | 33,310 | $1.35M | 1.2% | +3.8% | 0.355% | |
| 5/7/2025 | LPL Financial LLC | 320,131 | $12.96M | 0.0% | +11.2% | 3.413% | |
| 5/6/2025 | Cetera Investment Advisers | 47,535 | $1.93M | 0.0% | -1.1% | 0.507% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 32,548 | $1.32M | 0.0% | N/A | 0.347% | |
| 5/6/2025 | Proficio Capital Partners LLC | 26,980 | $1.09M | 0.1% | N/A | 0.288% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 33,660 | $1.36M | 0.0% | +22.2% | 0.359% | |
| 5/5/2025 | Members Advisory Group LLC | 194,012 | $7.86M | 3.3% | -10.5% | 2.068% | |
| 5/5/2025 | Private Advisor Group LLC | 18,168 | $736K | 0.0% | +3.5% | 0.194% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 28,575 | $1.16M | 0.0% | -8.0% | 0.305% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 10,927 | $442K | 0.0% | +45.0% | 0.116% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 5,473 | $222K | 0.0% | N/A | 0.058% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 16,489 | $668K | 0.1% | +12.5% | 0.176% | |
| 4/23/2025 | Atala Financial Inc | 1,206 | $49K | 0.0% | N/A | 0.013% | |
| 4/23/2025 | Berkshire Money Management Inc. | 157,999 | $6.40M | 0.7% | N/A | 1.684% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 7,511 | $304K | 0.0% | +8.3% | 0.080% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 40,318 | $1.63M | 0.0% | +4.7% | 0.430% | |
| 4/17/2025 | Pacific Sun Financial Corp | 10,810 | $438K | 0.2% | -7.4% | 0.115% | |
| 4/16/2025 | Crowley Wealth Management Inc. | 1,690 | $68K | 0.1% | N/A | 0.018% | |
| 4/11/2025 | SeaCrest Wealth Management LLC | 7,924 | $321K | 0.0% | -12.5% | 0.084% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 10,841 | $490K | 0.0% | +27.8% | 0.114% | |
| 2/17/2025 | Vermillion & White Wealth Management Group LLC | 2,878 | $130K | 0.1% | +724.6% | 0.042% | |
| 2/17/2025 | Cetera Investment Advisers | 48,063 | $2.17M | 0.0% | +3.0% | 0.707% | |
| 2/17/2025 | Captrust Financial Advisors | 9,200 | $416K | 0.0% | +3.1% | 0.135% | |
| 2/17/2025 | Citadel Advisors LLC | 11,253 | $509K | 0.0% | -84.0% | 0.165% | |
| 2/17/2025 | Bank of America Corp DE | 185,722 | $8.40M | 0.0% | +7.9% | 2.731% | |
| 2/17/2025 | Ameriprise Financial Inc. | 102,678 | $4.64M | 0.0% | -10.1% | 1.510% | |
| 2/14/2025 | IHT Wealth Management LLC | 5,394 | $244K | 0.0% | -13.1% | 0.079% | |
| 2/14/2025 | Stifel Financial Corp | 22,384 | $1.01M | 0.0% | -17.8% | 0.329% | |
| 2/14/2025 | Seaview Investment Managers LLC | 28,021 | $1.27M | 0.4% | -36.1% | 0.412% | |
| 2/13/2025 | NewEdge Advisors LLC | 5,201 | $235K | 0.0% | +909.9% | 0.076% | |
| 2/13/2025 | Raymond James Financial Inc. | 41,232 | $1.87M | 0.0% | N/A | 0.606% | |
| 2/13/2025 | Bank of Montreal Can | 627 | $28K | 0.0% | -99.3% | 0.009% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 7,536 | $341K | 0.0% | +13.2% | 0.111% | |
| 2/13/2025 | Wells Fargo & Company MN | 1,034 | $47K | 0.0% | +92.6% | 0.015% | |
| 2/12/2025 | RFG Bristol Wealth Advisors LLC | 206,954 | $9.36M | 3.1% | N/A | 3.043% | |
| 2/11/2025 | Hirtle Callaghan & Co LLC | 8,142 | $368K | 0.0% | N/A | 0.120% | |
| 2/11/2025 | LPL Financial LLC | 287,929 | $13.02M | 0.0% | -0.6% | 4.234% | |
| 2/10/2025 | Corient Private Wealth LLC | 24,831 | $1.12M | 0.0% | +10.1% | 0.365% | |
| 2/6/2025 | Raymond James Financial Inc. | 41,232 | $1.87M | 0.0% | N/A | 0.606% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 2,776 | $126K | 0.0% | +120.8% | 0.041% | |
| 2/6/2025 | Jones Financial Companies Lllp | 14,938 | $676K | 0.0% | +34.4% | 0.220% | |
| 2/5/2025 | Providence First Trust Co | 46,550 | $2.11M | 0.8% | N/A | 0.685% | |
| 2/4/2025 | Members Advisory Group LLC | 216,753 | $9.80M | 4.0% | +251.5% | 3.188% | |
| 2/4/2025 | Marshall Investment Management LLC | 114,588 | $5.21M | 3.1% | N/A | 1.685% | |
| 2/3/2025 | Sigma Planning Corp | 7,707 | $349K | 0.0% | -7.6% | 0.113% | |
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| 2/3/2025 | Pacific Sun Financial Corp | 11,670 | $528K | 0.3% | -1.9% | 0.172% | |
| 2/3/2025 | Private Advisor Group LLC | 17,549 | $794K | 0.0% | +6.0% | 0.258% | |
| 1/29/2025 | Collier Financial | 4,520 | $204K | 0.2% | N/A | 0.066% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 27,548 | $1.25M | 0.0% | -8.4% | 0.405% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 31,052 | $1.40M | 0.0% | -11.0% | 0.457% | |
| 1/24/2025 | Clear Creek Financial Management LLC | 14,661 | $663K | 0.1% | +9.3% | 0.216% | |
| 1/23/2025 | SteelPeak Wealth LLC | 5,850 | $265K | 0.0% | -17.4% | 0.086% | |
| 1/21/2025 | Flagship Harbor Advisors LLC | 6,937 | $314K | 0.0% | N/A | 0.102% | |
| 11/15/2024 | LRI Investments LLC | 3,855 | $181K | 0.0% | N/A | 0.057% | |
| 11/15/2024 | MML Investors Services LLC | 5,804 | $264K | 0.0% | +13.0% | 0.085% | |
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