| 8/7/2025 | Ibex Wealth Advisors | 14,684 | $877K | 0.1% | -12.8% | 0.099% | |
| 8/6/2025 | Csenge Advisory Group | 63,219 | $3.74M | 0.2% | +0.3% | 0.424% | |
| 8/5/2025 | Bank of Montreal Can | 2,422 | $145K | 0.0% | -74.4% | 0.016% | |
| 8/4/2025 | Integrity Alliance LLC. | 7,416 | $443K | 0.0% | N/A | 0.050% | |
| 8/4/2025 | IFG Advisory LLC | 4,083 | $244K | 0.0% | N/A | 0.027% | |
| 8/4/2025 | Spire Wealth Management | 19,794 | $1.18M | 0.0% | -2.0% | 0.133% | |
| 8/1/2025 | Y Intercept Hong Kong Ltd | 5,456 | $326K | 0.0% | -24.5% | 0.037% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 216,707 | $12.95M | 0.0% | +13.0% | 1.454% | |
| 7/31/2025 | Wealthfront Advisers LLC | 10,378 | $620K | 0.0% | +9.4% | 0.070% | |
| 7/30/2025 | Cookson Peirce & Co. Inc. | 10,186 | $609K | 0.0% | -4.1% | 0.068% | |
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| 7/28/2025 | J.Safra Asset Management Corp | 667,995 | $39.53M | 2.9% | +1.2% | 4.483% | |
| 7/25/2025 | SPC Financial Inc. | 94,658 | $5.66M | 0.5% | +5.4% | 0.635% | |
| 7/24/2025 | Fischer Investment Strategies LLC | 4,207 | $251K | 0.2% | N/A | 0.028% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,398 | $84K | 0.0% | N/A | 0.009% | |
| 7/21/2025 | Jmac Enterprises LLC | 10,611 | $634K | 0.1% | -22.6% | 0.071% | |
| 7/18/2025 | Vicus Capital | 52,861 | $3.16M | 0.3% | +2.4% | 0.355% | |
| 7/17/2025 | HB Wealth Management LLC | 5,413 | $323K | 0.0% | -6.0% | 0.039% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 30,960 | $1.85M | 0.0% | -39.5% | 0.220% | |
| 7/17/2025 | Fifth Third Securities Inc. | 9,442 | $564K | 0.0% | +6.9% | 0.067% | |
| 7/16/2025 | Perigon Wealth Management LLC | 12,950 | $774K | 0.0% | -51.1% | 0.092% | |
| 7/14/2025 | AdvisorNet Financial Inc | 1,703 | $102K | 0.0% | +964.4% | 0.012% | |
| 7/10/2025 | Triangle Securities Wealth Management | 77,888 | $4.65M | 1.1% | -3.7% | 0.539% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 9,630 | $567K | 0.0% | +51.8% | 0.067% | |
| 7/7/2025 | Nova Wealth Management Inc. | 2,986 | $178K | 0.1% | +80.5% | 0.020% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 2,383 | $142K | 0.0% | +46.5% | 0.016% | |
| 5/29/2025 | Nova Wealth Management Inc. | 1,654 | $100K | 0.1% | -48.5% | 0.011% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 4,602 | $279K | 0.0% | N/A | 0.030% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 1,633,791 | $98.89M | 0.0% | -24.3% | 11.229% | |
| 5/16/2025 | Jones Financial Companies Lllp | 18,894 | $1.14M | 0.0% | +331.3% | 0.123% | |
| 5/16/2025 | Pinnacle Family Advisors LLC | 7,375 | $446K | 0.2% | N/A | 0.048% | |
| 5/16/2025 | NewEdge Advisors LLC | 4,855 | $294K | 0.0% | -18.5% | 0.032% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 16,481 | $998K | 0.0% | N/A | 0.107% | |
| 5/15/2025 | Royal Bank of Canada | 104,368 | $6.32M | 0.0% | -18.0% | 0.678% | |
| 5/15/2025 | DRW Securities LLC | 96,000 | $5.81M | 0.2% | N/A | 0.623% | |
| 5/15/2025 | Baird Financial Group Inc. | 18,052 | $1.09M | 0.0% | N/A | 0.117% | |
| 5/15/2025 | Activest Wealth Management | 612 | $37K | 0.0% | -24.4% | 0.004% | |
| 5/15/2025 | WPG Advisers LLC | 900 | $54K | 0.1% | N/A | 0.006% | |
| 5/14/2025 | CreativeOne Wealth LLC | 5,096 | $308K | 0.0% | N/A | 0.033% | |
| 5/14/2025 | Comerica Bank | 4,312 | $261K | 0.0% | -7.3% | 0.028% | |
| 5/14/2025 | Jump Financial LLC | 23,277 | $1.41M | 0.0% | N/A | 0.151% | |
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| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,003 | $121K | 0.0% | +124.6% | 0.013% | |
| 5/14/2025 | Kestra Advisory Services LLC | 16,578 | $1.00M | 0.0% | -3.0% | 0.108% | |
| 5/14/2025 | Chicago Wealth Management Inc. | 142,637 | $8.63M | 4.5% | +1.8% | 0.926% | |
| 5/14/2025 | Flow Traders U.S. LLC | 20,278 | $1.23M | 0.1% | +38.3% | 0.132% | |
| 5/13/2025 | Brooklyn Investment Group | 1,200 | $73K | 0.0% | N/A | 0.008% | |
| 5/13/2025 | Raymond James Financial Inc. | 388,367 | $23.51M | 0.0% | +20.8% | 2.522% | |
| 5/13/2025 | Cookson Peirce & Co. Inc. | 10,619 | $643K | 0.0% | -4.0% | 0.069% | |
| 5/12/2025 | Capital Planning Advisors LLC | 146,217 | $8.85M | 1.4% | +0.3% | 0.949% | |
| 5/12/2025 | JPMorgan Chase & Co. | 3,323,544 | $201.18M | 0.0% | +10.3% | 21.581% | |
| 5/12/2025 | Citigroup Inc. | 269,405 | $16.31M | 0.0% | +72.2% | 1.749% | |
| 5/12/2025 | AlphaCore Capital LLC | 754 | $46K | 0.0% | N/A | 0.005% | |
| 5/9/2025 | Headlands Technologies LLC | 1,374 | $83K | 0.0% | -41.1% | 0.009% | |
| 5/9/2025 | Citizens Financial Group Inc. RI | 4,930 | $298K | 0.0% | N/A | 0.032% | |
| 5/9/2025 | Advyzon Investment Management LLC | 11,686 | $707K | 0.3% | N/A | 0.075% | |
| 5/9/2025 | Blair William & Co. IL | 5,329 | $323K | 0.0% | +5.4% | 0.034% | |
| 5/8/2025 | SPC Financial Inc. | 89,817 | $5.44M | 0.5% | +2.7% | 0.574% | |
| 5/8/2025 | Jefferies Financial Group Inc. | 59,858 | $3.62M | 0.0% | N/A | 0.382% | |
| 5/8/2025 | Arkadios Wealth Advisors | 15,800 | $956K | 0.0% | +8.7% | 0.101% | |
| 5/8/2025 | Marshall Investment Management LLC | 23,049 | $1.40M | 0.9% | -5.3% | 0.147% | |
| 5/7/2025 | Mackenzie Financial Corp | 5,370 | $325K | 0.0% | +4.3% | 0.034% | |
| 5/7/2025 | LPL Financial LLC | 484,603 | $29.33M | 0.0% | -22.4% | 3.097% | |
| 5/7/2025 | Investment Management Corp VA ADV | 160,091 | $9.69M | 8.7% | -0.6% | 1.023% | |
| 5/7/2025 | First Heartland Consultants Inc. | 6,035 | $365K | 0.0% | +9.5% | 0.039% | |
| 5/6/2025 | Cetera Investment Advisers | 15,804 | $957K | 0.0% | +7.8% | 0.101% | |
| 5/6/2025 | Brookwood Investment Group LLC | 4,334 | $262K | 0.0% | N/A | 0.028% | |
| 5/6/2025 | Y Intercept Hong Kong Ltd | 7,226 | $437K | 0.0% | N/A | 0.046% | |
| 5/5/2025 | Csenge Advisory Group | 63,032 | $3.58M | 0.2% | +8.8% | 0.403% | |
| 5/5/2025 | Private Advisor Group LLC | 21,893 | $1.33M | 0.0% | +27.5% | 0.140% | |
| 5/5/2025 | Hollencrest Capital Management | 110,678 | $6.70M | 0.3% | +0.4% | 0.707% | |
| 5/2/2025 | Fortis Group Advisors LLC | 61,552 | $3.73M | 0.7% | N/A | 0.393% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 194,753 | $11.79M | 0.2% | -2.3% | 1.244% | |
| 5/2/2025 | Wealthfront Advisers LLC | 9,488 | $574K | 0.0% | +25.2% | 0.061% | |
| 5/1/2025 | Q3 Asset Management | 9,818 | $594K | 0.4% | N/A | 0.063% | |
| 5/1/2025 | Fulcrum Equity Management | 25,531 | $1.55M | 1.7% | N/A | 0.163% | |
| 5/1/2025 | Fifth Third Securities Inc. | 8,834 | $535K | 0.0% | +3.0% | 0.056% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 191,854 | $11.61M | 0.0% | +2.9% | 1.226% | |
| 4/25/2025 | J.Safra Asset Management Corp | 660,045 | $39.95M | 3.3% | +2.0% | 4.218% | |
| 4/25/2025 | Trademark Financial Management LLC | 6,964 | $422K | 0.3% | +69.4% | 0.044% | |
| 4/24/2025 | Golden State Wealth Management LLC | 450 | $27K | 0.0% | N/A | 0.003% | |
| 4/23/2025 | Perigon Wealth Management LLC | 26,473 | $1.60M | 0.0% | N/A | 0.169% | |
| 4/23/2025 | Golden State Wealth Management LLC | 900 | $54K | 0.0% | N/A | 0.006% | |
| 4/23/2025 | Spire Wealth Management | 20,192 | $1.22M | 0.0% | +2.0% | 0.129% | |
| 4/23/2025 | Win Advisors Inc. | 48,974 | $2.96M | 1.5% | N/A | 0.313% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 3,324 | $201K | 0.0% | N/A | 0.021% | |
| 4/22/2025 | Jericho Financial LLP | 3,628 | $220K | 0.2% | N/A | 0.023% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 9,149 | $554K | 0.0% | -4.6% | 0.058% | |
| 4/22/2025 | 1858 Wealth Management LLC | 15,364 | $930K | 0.8% | +2.2% | 0.098% | |
| 4/22/2025 | Ellis Investment Partners LLC | 27,296 | $1.65M | 0.3% | -7.6% | 0.174% | |
| 4/22/2025 | Synergy Asset Management LLC | 25,428 | $1.54M | 0.2% | N/A | 0.162% | |
| 4/22/2025 | Crews Bank & Trust | 1,620 | $98K | 0.0% | -18.4% | 0.010% | |
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| 4/22/2025 | PFG Investments LLC | 5,763 | $349K | 0.0% | -11.6% | 0.037% | |
| 4/22/2025 | Dale Q Rice Investment Management Ltd | 5,452 | $330K | 0.2% | N/A | 0.035% | |
| 4/22/2025 | Segment Wealth Management LLC | 4,460 | $270K | 0.0% | -13.6% | 0.028% | |
| 4/21/2025 | Avior Wealth Management LLC | 5,592 | $338K | 0.0% | -34.7% | 0.036% | |
| 4/21/2025 | Provident Wealth Management LLC | 800 | $48K | 0.0% | N/A | 0.005% | |
| 4/18/2025 | Global Trust Asset Management LLC | 560 | $34K | 0.0% | -52.3% | 0.004% | |
| 4/17/2025 | Vicus Capital | 51,612 | $3.12M | 0.3% | N/A | 0.325% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 51,159 | $3.10M | 0.0% | -6.8% | 0.322% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 6,344 | $384K | 0.0% | N/A | 0.040% | |
| 4/15/2025 | Ibex Wealth Advisors | 16,849 | $1.02M | 0.1% | -15.4% | 0.106% | |
