| 1/15/2025 | Ameritas Advisory Services LLC | 29,711 | $2.31M | 0.1% | -46.7% | 1.025% | |
| 1/14/2025 | Park Avenue Securities LLC | 4,512 | $351K | 0.0% | N/A | 0.156% | |
| 11/15/2024 | Jane Street Group LLC | 9,990 | $932K | 0.0% | -83.2% | 0.344% | |
| 11/15/2024 | HighTower Advisors LLC | 94,130 | $8.77M | 0.0% | +0.3% | 3.246% | |
| 11/13/2024 | FMR LLC | 601 | $56K | 0.0% | +160.2% | 0.021% | |
| 11/13/2024 | Fisher Asset Management LLC | 12,390 | $1.16M | 0.0% | +40.0% | 0.427% | |
| 11/4/2024 | Tyler Stone Wealth Management | 2,607 | $243K | 0.0% | +100.1% | 0.090% | |
| 10/30/2024 | Ameritas Advisory Services LLC | 55,784 | $5.20M | 0.2% | -29.2% | 1.924% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 11,441 | $1.07M | 0.1% | +9.9% | 0.395% | |
| 10/18/2024 | Slow Capital Inc. | 4,397 | $410K | 0.1% | -2.4% | 0.152% | |
|
| 10/11/2024 | Patriot Investment Management Group Inc. | 2,300 | $214K | 0.0% | N/A | 0.079% | |
| 10/8/2024 | Sinecera Capital LLC | 41,053 | $3.83M | 4.6% | +6.0% | 1.416% | |
| 10/8/2024 | Pathway Financial Advisors LLC | 132,199 | $12.33M | 3.2% | +2.7% | 4.559% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 20,735 | $1.76M | 0.0% | +1.2% | 0.715% | |
| 8/16/2024 | Creative Planning | 7,988 | $678K | 0.0% | +21.4% | 0.275% | |
| 8/16/2024 | Susquehanna International Group LLP | 46,603 | $3.96M | 0.0% | +2.7% | 1.607% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 5,908 | $502K | 0.0% | -7.2% | 0.204% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 78,792 | $6.69M | 0.3% | +1.4% | 2.717% | |
| 7/24/2024 | Pathway Financial Advisors LLC | 128,770 | $10.94M | 3.0% | +0.6% | 4.440% | |
| 7/23/2024 | HTLF Bank | 20,073 | $1.71M | 0.2% | -1.7% | 0.692% | |
| 7/18/2024 | Sinecera Capital LLC | 38,727 | $3.32M | 4.5% | +1.9% | 1.335% | |
| 7/10/2024 | CWM LLC | 466 | $40K | 0.0% | +121.9% | 0.016% | |
| 5/17/2024 | Comerica Bank | 1,048 | $94K | 0.0% | -45.6% | 0.036% | |
| 5/16/2024 | Jane Street Group LLC | 171,693 | $15.36M | 0.0% | +318.0% | 5.920% | |
| 5/13/2024 | Bessemer Group Inc. | 1,548 | $138K | 0.0% | -69.4% | 0.053% | |
| 5/10/2024 | Viawealth LLC | 3,846 | $344K | 0.2% | N/A | 0.133% | |
| 4/30/2024 | Beam Wealth Advisors Inc. | 3,257 | $291K | 0.2% | -5.1% | 0.112% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 6,366 | $569K | 0.0% | +52.8% | 0.220% | |
| 4/25/2024 | HTLF Bank | 20,424 | $1.83M | 0.2% | N/A | 0.704% | |
| 4/16/2024 | Astoria Portfolio Advisors LLC. | 2,819 | $247K | 0.1% | -10.4% | 0.097% | |
| 4/15/2024 | Sinecera Capital LLC | 38,000 | $3.48M | 4.8% | -38.8% | 1.310% | |
| 4/10/2024 | Pathway Financial Advisors LLC | 128,048 | $11.45M | 3.1% | +1.6% | 3.607% | |
| 4/10/2024 | Sunflower Bank N.A. | 3,058 | $273K | 0.1% | -50.9% | 0.086% | |
| 3/5/2024 | Fisher Asset Management LLC | 17,009 | $1.48M | 0.0% | +21.3% | 0.479% | |
| 2/26/2024 | Virtu Financial LLC | 5,197 | $453K | 0.0% | N/A | 0.146% | |
| 2/9/2024 | Gladstone Institutional Advisory LLC | 4,788 | $418K | 0.0% | +13.1% | 0.135% | |
| 2/7/2024 | Astoria Portfolio Advisors LLC. | 3,146 | $258K | 0.1% | +11.8% | 0.089% | |
| 2/6/2024 | National Bank of Canada FI | 771 | $67K | 0.0% | -15.7% | 0.022% | |
| 2/6/2024 | Fisher Asset Management LLC | 17,009 | $1.48M | 0.0% | +21.3% | 0.479% | |
| 2/1/2024 | OVERSEA CHINESE BANKING Corp Ltd | 49,634 | $4.33M | 0.2% | +6.1% | 1.398% | |
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| 2/1/2024 | Pathway Financial Advisors LLC | 125,986 | $10.99M | 3.2% | +0.2% | 3.549% | |
| 1/31/2024 | Beam Wealth Advisors Inc. | 3,433 | $300K | 0.2% | -12.1% | 0.097% | |
| 1/31/2024 | Slow Capital Inc. | 7,463 | $651K | 0.1% | -3.0% | 0.210% | |
| 1/29/2024 | NewEdge Wealth LLC | 4,830 | $421K | 0.0% | N/A | 0.136% | |
| 1/29/2024 | Perigon Wealth Management LLC | 3,101 | $271K | 0.0% | -4.6% | 0.087% | |
| 1/25/2024 | Wealth Advisors of Tampa Bay LLC | 23,181 | $2.02M | 1.0% | -50.2% | 0.653% | |
| 1/19/2024 | Fifth Third Bancorp | 798 | $70K | 0.0% | -50.1% | 0.022% | |
| 1/18/2024 | Blue Trust Inc. | 398 | $35K | 0.0% | N/A | 0.011% | |
| 1/18/2024 | Sinecera Capital LLC | 62,140 | $5.42M | 5.7% | +65.9% | 1.750% | |
| 1/17/2024 | Patriot Investment Management Group Inc. | 2,300 | $201K | 0.0% | N/A | 0.065% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 11,731 | $1.02M | 0.0% | -1.6% | 0.330% | |
| 12/11/2023 | Sunbelt Securities Inc. | 641 | $50K | 0.0% | -27.1% | 0.018% | |
| 11/9/2023 | UBS Group AG | 53,842 | $4.23M | 0.0% | -6.0% | 1.517% | |
| 11/8/2023 | HighTower Advisors LLC | 81,164 | $6.36M | 0.0% | +1.9% | 2.286% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 3,851 | $302K | 0.0% | -18.7% | 0.108% | |
| 11/3/2023 | OVERSEA CHINESE BANKING Corp Ltd | 46,768 | $3.66M | 0.2% | +100.1% | 1.317% | |
| 10/30/2023 | Pathway Financial Advisors LLC | 125,747 | $9.87M | 3.4% | +2.0% | 3.542% | |
| 10/30/2023 | Perigon Wealth Management LLC | 3,251 | $255K | 0.0% | +5.5% | 0.092% | |
| 10/27/2023 | Astoria Portfolio Advisors LLC. | 2,813 | $211K | 0.1% | N/A | 0.079% | |
| 10/26/2023 | Beam Wealth Advisors Inc. | 3,904 | $306K | 0.2% | -13.6% | 0.110% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 11,919 | $936K | 0.0% | -6.8% | 0.336% | |
| 10/20/2023 | Slow Capital Inc. | 7,697 | $604K | 0.1% | -11.9% | 0.217% | |
| 10/10/2023 | Sinecera Capital LLC | 37,459 | $2.94M | 4.0% | -26.9% | 1.055% | |
| 8/11/2023 | Huntington National Bank | 1,197 | $98K | 0.0% | -18.9% | 0.034% | |
| 8/10/2023 | Bessemer Group Inc. | 9,088 | $744K | 0.0% | -5.1% | 0.256% | |
| 8/8/2023 | Fisher Asset Management LLC | 13,218 | $1.08M | 0.0% | -1.5% | 0.372% | |
| 8/7/2023 | Desjardins Global Asset Management Inc. | 16,943 | $1.39M | 0.2% | N/A | 0.477% | |
| 8/2/2023 | Bank of Montreal Can | 315 | $26K | 0.0% | N/A | 0.009% | |
| 7/31/2023 | LPL Financial LLC | 40,660 | $3.33M | 0.0% | -3.0% | 1.145% | |
| 7/28/2023 | First Republic Investment Management Inc. | 4,591 | $376K | 0.0% | +38.9% | 0.113% | |
| 7/28/2023 | Financial Freedom LLC | 426 | $35K | 0.0% | -23.8% | 0.011% | |
| 7/26/2023 | Beam Wealth Advisors Inc. | 4,516 | $370K | 0.3% | -73.2% | 0.112% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 12,790 | $1.05M | 0.0% | -8.6% | 0.316% | |
| 7/25/2023 | Raymond James & Associates | 2,792 | $229K | 0.0% | -13.5% | 0.069% | |
| 7/19/2023 | Pathway Financial Advisors LLC | 123,239 | $10.09M | 3.3% | -0.3% | 3.043% | |
| 7/17/2023 | Cranbrook Wealth Management LLC | 724 | $59K | 0.0% | -37.1% | 0.018% | |
| 7/17/2023 | Trust Co. of Vermont | 376 | $31K | 0.0% | N/A | 0.009% | |
| 7/13/2023 | Sunflower Bank N.A. | 6,343 | $519K | 0.1% | -4.8% | 0.157% | |
| 7/13/2023 | Sinecera Capital LLC | 51,276 | $4.20M | 4.5% | -1.2% | 1.266% | |
| 5/15/2023 | Viawealth LLC | 2,604 | $218K | 0.2% | -39.1% | 0.062% | |
| 5/11/2023 | Cerity Partners LLC | 15,950 | $1.34M | 0.0% | -3.5% | 0.380% | |
| 5/11/2023 | Cambria Investment Management L.P. | 158,082 | $13.23M | 1.1% | N/A | 3.764% | |
| 5/10/2023 | Dohj LLC | 5,619 | $470K | 0.2% | N/A | 0.134% | |
| 5/10/2023 | Bessemer Group Inc. | 9,573 | $801K | 0.0% | -73.0% | 0.228% | |
| 5/10/2023 | LPL Financial LLC | 41,920 | $3.51M | 0.0% | +3.3% | 0.998% | |
| 5/10/2023 | Pictet Asset Management SA | 241,350 | $20.20M | 0.0% | N/A | 5.746% | |
| 5/3/2023 | Perigon Wealth Management LLC | 3,081 | $258K | 0.0% | -19.5% | 0.073% | |
| 5/3/2023 | Advisors Preferred LLC | 490 | $41K | 0.0% | N/A | 0.012% | |
| 5/1/2023 | Fisher Asset Management LLC | 13,426 | $1.12M | 0.0% | -8.0% | 0.320% | |
| 5/1/2023 | Financial Freedom LLC | 559 | $47K | 0.0% | -69.2% | 0.013% | |
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| 5/1/2023 | Migdal Insurance & Financial Holdings Ltd. | 425 | $36K | 0.0% | -76.3% | 0.010% | |
| 4/28/2023 | Avantax Advisory Services Inc. | 4,545 | $380K | 0.0% | +12.4% | 0.108% | |
| 4/28/2023 | Pathway Financial Advisors LLC | 123,590 | $10.34M | 3.5% | +0.8% | 2.943% | |
| 4/27/2023 | Stratos Wealth Advisors LLC | 8,058 | $674K | 0.1% | +5.8% | 0.192% | |
| 4/27/2023 | Simplex Trading LLC | 772 | $64K | 0.0% | +56.6% | 0.018% | |
| 4/27/2023 | Sunflower Bank N.A. | 6,663 | $558K | 0.1% | -12.7% | 0.159% | |
| 4/26/2023 | Beam Wealth Advisors Inc. | 16,834 | $1.41M | 1.4% | +1.9% | 0.401% | |
| 4/26/2023 | Slow Capital Inc. | 8,523 | $713K | 0.1% | -1.9% | 0.203% | |
| 4/20/2023 | Cranbrook Wealth Management LLC | 1,151 | $96K | 0.0% | -46.6% | 0.027% | |
| 4/18/2023 | KCS Wealth Advisory | 2,569 | $215K | 0.1% | N/A | 0.061% | |
