| 2/28/2025 | Park Square Financial Group LLC | 16,948 | $428K | 0.3% | N/A | 0.009% | |
| 2/24/2025 | Ameriflex Group Inc. | 1,159 | $30K | 0.0% | N/A | 0.001% | |
| 2/18/2025 | 49 Wealth Management LLC | 259,285 | $6.55M | 0.9% | -37.3% | 0.141% | |
| 2/17/2025 | Fairview Capital Investment Management LLC | 156,170 | $3.94M | 0.2% | -1.2% | 0.085% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 8,468 | $214K | 0.0% | N/A | 0.005% | |
| 2/17/2025 | Baird Financial Group Inc. | 66,221 | $1.67M | 0.0% | N/A | 0.036% | |
| 2/17/2025 | BNP Paribas Financial Markets | 78,168 | $1.97M | 0.0% | +1,357.3% | 0.042% | |
| 2/17/2025 | Ameriprise Financial Inc. | 12,554,991 | $314.27M | 0.1% | +80.5% | 6.823% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 25,479 | $643K | 0.0% | -50.7% | 0.014% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 63,982 | $1.62M | 0.2% | +24.3% | 0.035% | |
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| 2/14/2025 | IHT Wealth Management LLC | 48,974 | $1.24M | 0.0% | -50.1% | 0.027% | |
| 2/13/2025 | Marshall Wace LLP | 259,164 | $6.54M | 0.0% | +117.8% | 0.141% | |
| 2/13/2025 | Waterloo Capital L.P. | 288,376 | $7.28M | 0.8% | +8.9% | 0.157% | |
| 2/12/2025 | OLD Mission Capital LLC | 157,119 | $3.97M | 0.1% | N/A | 0.085% | |
| 2/12/2025 | JPMorgan Chase & Co. | 869,226 | $21.95M | 0.0% | -49.5% | 0.472% | |
| 2/11/2025 | TD Private Client Wealth LLC | 88,884 | $2.24M | 0.1% | +20.5% | 0.048% | |
| 2/11/2025 | Whittier Trust Co. | 4,657 | $118K | 0.0% | -11.4% | 0.003% | |
| 2/11/2025 | iA Global Asset Management Inc. | 1,465,200 | $37.00M | 0.6% | -5.8% | 0.796% | |
| 2/10/2025 | SouthState Corp | 1,129 | $29K | 0.0% | N/A | 0.001% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 2,719 | $69K | 0.0% | -47.4% | 0.001% | |
| 2/10/2025 | Eldridge Investment Advisors Inc. | 47,495 | $1.20M | 0.3% | N/A | 0.026% | |
| 2/10/2025 | Greatmark Investment Partners Inc. | 10,350 | $261K | 0.0% | +6.7% | 0.006% | |
| 2/10/2025 | IAG Wealth Partners LLC | 60,805 | $1.54M | 0.3% | +2.6% | 0.033% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 45,587 | $1.15M | 0.0% | -3.7% | 0.025% | |
| 2/6/2025 | AMJ Financial Wealth Management | 491,391 | $12.41M | 3.4% | N/A | 0.267% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 16,901 | $427K | 0.0% | N/A | 0.009% | |
| 2/6/2025 | Jones Financial Companies Lllp | 15,981 | $404K | 0.0% | +1,035.0% | 0.009% | |
| 2/5/2025 | ADG Wealth Management Group LLC | 8,015 | $202K | 0.2% | N/A | 0.004% | |
| 2/5/2025 | Private Trust Co. NA | 27,206 | $687K | 0.1% | +1,348.7% | 0.015% | |
| 2/4/2025 | Bank of New York Mellon Corp | 1,605,541 | $40.54M | 0.0% | +9.0% | 0.873% | |
| 2/3/2025 | Boyd Watterson Asset Management LLC OH | 13,646 | $345K | 0.1% | +12.3% | 0.007% | |
| 1/31/2025 | Valley Wealth Managers Inc. | 17,715 | $447K | 0.0% | +14.2% | 0.010% | |
| 1/30/2025 | Nations Financial Group Inc. IA ADV | 11,102 | $280K | 0.0% | -34.4% | 0.006% | |
| 1/30/2025 | Bogart Wealth LLC | 36,204 | $914K | 0.0% | -50.3% | 0.020% | |
| 1/29/2025 | Gradient Capital Advisors LLC | 12,452 | $314K | 0.1% | +10.8% | 0.007% | |
| 1/28/2025 | Sumitomo Mitsui Trust Group Inc. | 360,000 | $9.09M | 0.0% | -12.8% | 0.196% | |
| 1/23/2025 | Fifth Third Securities Inc. | 213,691 | $5.40M | 0.5% | +11.0% | 0.116% | |
| 1/23/2025 | Dumont & Blake Investment Advisors LLC | 77,353 | $1.95M | 0.5% | -3.4% | 0.042% | |
| 1/23/2025 | Strategic Blueprint LLC | 38,538 | $973K | 0.1% | +3.5% | 0.021% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 13,554 | $342K | 0.0% | N/A | 0.007% | |
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| 1/17/2025 | Janney Montgomery Scott LLC | 371,304 | $9.38M | 0.0% | +0.2% | 0.202% | |
| 1/17/2025 | SG Americas Securities LLC | 29,794 | $752K | 0.0% | N/A | 0.016% | |
| 1/17/2025 | Missouri Trust & Investment Co | 209,076 | $5.28M | 1.9% | +2.1% | 0.114% | |
| 1/15/2025 | BTS Asset Management Inc. | 12,535 | $317K | 0.3% | N/A | 0.007% | |
| 1/15/2025 | Arkadios Wealth Advisors | 19,259 | $486K | 0.0% | +12.0% | 0.010% | |
| 1/13/2025 | Sunflower Bank N.A. | 78,666 | $1.99M | 0.6% | -2.7% | 0.043% | |
| 12/26/2024 | JPMorgan Chase & Co. | 1,719,688 | $44.28M | 0.0% | +56.7% | 0.935% | |
| 11/18/2024 | TD Private Client Wealth LLC | 73,776 | $1.90M | 0.1% | +21.5% | 0.040% | |
| 11/15/2024 | iA Global Asset Management Inc. | 1,554,800 | $40.04M | 0.7% | +24.1% | 0.845% | |
| 11/15/2024 | Redwood Investment Management LLC | 93,756 | $2.41M | 0.2% | -48.0% | 0.051% | |
| 11/15/2024 | IHT Wealth Management LLC | 98,170 | $2.52M | 0.1% | -62.1% | 0.053% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 51,661 | $1.33M | 0.0% | +102.4% | 0.028% | |
| 11/14/2024 | Captrust Financial Advisors | 10,404 | $268K | 0.0% | +7.2% | 0.006% | |
| 11/13/2024 | BNP Paribas Financial Markets | 5,364 | $138K | 0.0% | N/A | 0.003% | |
| 11/13/2024 | Private Trust Co. NA | 1,878 | $48K | 0.0% | +98.3% | 0.001% | |
| 11/12/2024 | 49 Wealth Management LLC | 413,392 | $10.65M | 1.7% | +79.6% | 0.225% | |
| 11/6/2024 | Valley Wealth Managers Inc. | 15,509 | $399K | 0.0% | +80.0% | 0.008% | |
| 11/5/2024 | Missouri Trust & Investment Co | 204,693 | $5.27M | 1.8% | +12.5% | 0.111% | |
| 11/5/2024 | Nations Financial Group Inc. IA ADV | 16,920 | $436K | 0.0% | +16.4% | 0.009% | |
| 10/29/2024 | IAG Wealth Partners LLC | 59,264 | $1.53M | 0.3% | +8.0% | 0.032% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 370,614 | $9.54M | 0.0% | -4.5% | 0.201% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 5,173 | $133K | 0.0% | -75.2% | 0.003% | |
| 10/28/2024 | Rosenberg Matthew Hamilton | 58,020 | $1.49M | 0.4% | +10.9% | 0.032% | |
| 10/25/2024 | Adell Harriman & Carpenter Inc. | 184,385 | $4.75M | 0.3% | -0.4% | 0.100% | |
| 10/25/2024 | Strategic Blueprint LLC | 37,225 | $959K | 0.1% | -3.7% | 0.020% | |
| 10/24/2024 | Arkadios Wealth Advisors | 17,188 | $443K | 0.0% | +5.7% | 0.009% | |
| 10/23/2024 | Dumont & Blake Investment Advisors LLC | 80,100 | $2.06M | 0.5% | -50.1% | 0.044% | |
| 10/23/2024 | Bogart Wealth LLC | 72,836 | $1.88M | 0.1% | +7.4% | 0.040% | |
| 10/23/2024 | Boyd Watterson Asset Management LLC OH | 12,156 | $313K | 0.1% | -6.1% | 0.007% | |
| 10/23/2024 | Great Lakes Retirement Inc. | 296,061 | $7.62M | 1.0% | +3.8% | 0.161% | |
| 10/15/2024 | NBC Securities Inc. | 19,613 | $505K | 0.0% | +10.8% | 0.011% | |
| 8/14/2024 | Marshall Wace LLP | 124,100 | $3.10M | 0.0% | N/A | 0.067% | |
| 8/14/2024 | Certified Advisory Corp | 280,227 | $7.00M | 0.9% | -1.3% | 0.152% | |
| 8/12/2024 | Leuthold Group LLC | 152,469 | $3.81M | 0.4% | -1.1% | 0.083% | |
| 8/12/2024 | Waterloo Capital L.P. | 248,927 | $6.22M | 0.7% | -7.7% | 0.135% | |
| 8/7/2024 | AMJ Financial Wealth Management | 498,687 | $12.45M | 3.9% | N/A | 0.271% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 6,096 | $152K | 0.0% | N/A | 0.003% | |
| 8/2/2024 | Adell Harriman & Carpenter Inc. | 185,110 | $4.62M | 0.4% | -0.7% | 0.101% | |
| 8/1/2024 | Summit Financial LLC | 26,344 | $658K | 0.0% | N/A | 0.014% | |
| 7/30/2024 | iA Global Asset Management Inc. | 1,252,700 | $31.28M | 0.3% | N/A | 0.681% | |
| 7/29/2024 | Nations Financial Group Inc. IA ADV | 14,530 | $363K | 0.0% | +6.4% | 0.008% | |
| 7/29/2024 | Arkadios Wealth Advisors | 16,265 | $406K | 0.0% | N/A | 0.009% | |
| 7/29/2024 | Whittier Trust Co. | 5,157 | $129K | 0.0% | -22.4% | 0.003% | |
| 7/27/2024 | Strategic Blueprint LLC | 38,662 | $965K | 0.1% | -7.0% | 0.021% | |
| 7/27/2024 | Rosenberg Matthew Hamilton | 52,329 | $1.30M | 0.4% | -8.1% | 0.028% | |
| 7/26/2024 | Bank of New York Mellon Corp | 1,167,534 | $29.15M | 0.0% | -14.2% | 0.635% | |
| 7/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 412,985 | $10.31M | 0.0% | N/A | 0.224% | |
| 7/17/2024 | IAG Wealth Partners LLC | 54,871 | $1.37M | 0.3% | +13.6% | 0.030% | |
| 7/16/2024 | Burke & Herbert Bank & Trust Co. | 37,758 | $943K | 0.2% | N/A | 0.021% | |
| 7/15/2024 | Fifth Third Securities Inc. | 187,129 | $4.67M | 0.4% | +6.8% | 0.102% | |
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| 7/11/2024 | Strategic Advocates LLC | 17,407 | $435K | 0.2% | -47.7% | 0.009% | |
| 7/10/2024 | Sunflower Bank N.A. | 80,932 | $2.02M | 0.5% | -3.9% | 0.044% | |
| 5/17/2024 | Comerica Bank | 38,623 | $974K | 0.0% | -1.6% | 0.021% | |
| 5/15/2024 | Fairview Capital Investment Management LLC | 165,528 | $4.18M | 0.2% | -13.0% | 0.091% | |
| 5/6/2024 | Leuthold Group LLC | 154,115 | $3.89M | 0.4% | +82.7% | 0.084% | |
| 5/4/2024 | Valley Wealth Managers Inc. | 8,369 | $211K | 0.0% | -9.5% | 0.005% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 392,148 | $9.89M | 0.0% | +42.9% | 0.215% | |
| 4/29/2024 | Boyd Watterson Asset Management LLC OH | 13,983 | $353K | 0.1% | -9.4% | 0.008% | |
| 4/26/2024 | Bogart Wealth LLC | 45,579 | $1.15M | 0.1% | +15.2% | 0.025% | |
| 4/25/2024 | IAG Wealth Partners LLC | 48,314 | $1.22M | 0.3% | +12.7% | 0.026% | |
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