| 5/17/2024 | Comerica Bank | 24,644 | $1.15M | 0.0% | -75.6% | 0.063% | |
| 5/16/2024 | Jane Street Group LLC | 1,170,094 | $54.42M | 0.0% | N/A | 2.974% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 15,826 | $698K | 0.0% | +74.8% | 0.040% | |
| 5/14/2024 | OLD Mission Capital LLC | 86,627 | $4.03M | 0.1% | N/A | 0.220% | |
| 5/13/2024 | Ameritas Investment Partners Inc. | 12,321 | $573K | 0.0% | -4.2% | 0.031% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 33,987 | $1.58M | 0.1% | -10.4% | 0.086% | |
|
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 7,042 | $328K | 0.0% | -24.2% | 0.018% | |
| 5/9/2024 | Condor Capital Management | 209,146 | $9.73M | 1.0% | +22.2% | 0.532% | |
| 5/9/2024 | Clearwater Capital Advisors LLC | 11,676 | $543K | 0.1% | -4.2% | 0.030% | |
| 5/8/2024 | Advisors Preferred LLC | 222,744 | $10.31M | 1.7% | N/A | 0.566% | |
| 5/8/2024 | US Bancorp DE | 10,202 | $474K | 0.0% | -65.7% | 0.026% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 31,269 | $1.45M | 0.0% | -22.5% | 0.079% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 10,581 | $492K | 0.0% | -45.4% | 0.027% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 463,655 | $21.57M | 1.0% | +21.1% | 1.178% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 57,861 | $2.69M | 0.2% | +7.3% | 0.147% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 78,762 | $3.66M | 0.1% | -68.2% | 0.200% | |
| 5/2/2024 | Financial Counselors Inc. | 39,971 | $1.86M | 0.0% | +51.2% | 0.102% | |
| 5/1/2024 | 1834 Investment Advisors Co. | 14,421 | $671K | 0.1% | -37.8% | 0.037% | |
| 4/30/2024 | Private Advisor Group LLC | 16,529 | $769K | 0.0% | -10.9% | 0.042% | |
| 4/30/2024 | Granite Harbor Advisors Inc. | 47,930 | $2.23M | 1.5% | +0.9% | 0.122% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 44,409 | $2.07M | 0.0% | -14.8% | 0.113% | |
| 4/25/2024 | HTLF Bank | 1,040,251 | $48.38M | 5.6% | +5.9% | 2.644% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 104,188 | $4.85M | 0.0% | +2.9% | 0.265% | |
| 4/23/2024 | Global Retirement Partners LLC | 4,654 | $216K | 0.0% | -9.5% | 0.012% | |
| 4/23/2024 | Strategic Blueprint LLC | 6,519 | $303K | 0.0% | +11.0% | 0.016% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 57,328 | $2.67M | 0.0% | -30.6% | 0.145% | |
| 4/19/2024 | GenTrust LLC | 23,574 | $1.10M | 0.1% | -3.1% | 0.060% | |
| 4/19/2024 | Willis Johnson & Associates Inc. | 442,471 | $20.58M | 1.8% | +7.2% | 1.117% | |
| 4/19/2024 | Cornerstone Wealth Management LLC | 57,568 | $2.68M | 0.2% | +10.3% | 0.145% | |
| 4/18/2024 | SteelPeak Wealth LLC | 70,984 | $3.30M | 0.2% | +53.5% | 0.179% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 840,578 | $39.10M | 0.1% | -11.8% | 2.123% | |
| 4/15/2024 | Kwmg LLC | 6,055 | $282K | 0.0% | -4.3% | 0.015% | |
| 4/11/2024 | FOCUS Wealth Advisors LLC | 146,575 | $6.82M | 3.6% | +81.6% | 0.370% | |
| 4/10/2024 | Park Avenue Securities LLC | 70,304 | $3.27M | 0.0% | +34.9% | 0.178% | |
| 4/9/2024 | Massmutual Trust Co. FSB ADV | 28,262 | $1.31M | 0.0% | -8.2% | 0.072% | |
| 4/9/2024 | Mather Group LLC. | 355,629 | $16.73M | 0.3% | -0.3% | 0.906% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 41,030 | $1.93M | 0.0% | +1,262.2% | 0.105% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 9,053 | $426K | 0.0% | -42.8% | 0.023% | |
| 2/14/2024 | Retirement Capital Strategies | 21,495 | $1.01M | 0.4% | N/A | 0.055% | |
| 2/14/2024 | CFS Investment Advisory Services LLC | 10,298 | $484K | 0.1% | +6.8% | 0.026% | |
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| 2/13/2024 | Annex Advisory Services LLC | 106,156 | $4.99M | 0.2% | N/A | 0.270% | |
| 2/13/2024 | Oppenheimer & Co. Inc. | 40,355 | $1.90M | 0.0% | -4.0% | 0.103% | |
| 2/12/2024 | Condor Capital Management | 171,141 | $8.05M | 0.9% | -12.5% | 0.436% | |
| 2/12/2024 | Dorsey & Whitney Trust CO LLC | 9,294 | $437K | 0.0% | -27.4% | 0.024% | |
| 2/12/2024 | Stifel Financial Corp | 333,607 | $15.69M | 0.0% | +97.9% | 0.850% | |
| 2/12/2024 | Proquility Private Wealth Partners LLC | 44,188 | $2.08M | 0.8% | -50.2% | 0.113% | |
| 2/9/2024 | US Bancorp DE | 29,716 | $1.40M | 0.0% | +110.4% | 0.076% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 101,292 | $4.76M | 0.0% | -5.9% | 0.258% | |
| 2/9/2024 | 1620 Investment Advisors Inc. | 27,544 | $1.30M | 1.3% | +8.1% | 0.070% | |
| 2/9/2024 | Wells Fargo & Company MN | 650,955 | $30.61M | 0.0% | +4.9% | 1.658% | |
| 2/9/2024 | UBS Group AG | 606,558 | $28.53M | 0.0% | -4.3% | 1.545% | |
| 2/9/2024 | PNC Financial Services Group Inc. | 41,030 | $1.93M | 0.0% | +1,262.2% | 0.105% | |
| 2/8/2024 | SigFig Wealth Management LLC | 22,638 | $1.07M | 0.0% | -42.2% | 0.058% | |
| 2/8/2024 | Kingsview Wealth Management LLC | 7,121 | $335K | 0.0% | +47.4% | 0.018% | |
| 2/8/2024 | Apexium Financial LP | 6,465 | $304K | 0.0% | -13.1% | 0.016% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 18,038 | $848K | 0.0% | -17.6% | 0.046% | |
| 2/8/2024 | Innova Wealth Partners | 6,535 | $307K | 0.3% | -25.1% | 0.017% | |
| 2/8/2024 | JNBA Financial Advisors | 6,702 | $315K | 0.0% | -69.0% | 0.017% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 40,741 | $1.92M | 0.0% | N/A | 0.104% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 19,374 | $911K | 0.0% | +100.4% | 0.049% | |
| 2/7/2024 | Kovitz Investment Group Partners LLC | 144,969 | $6.82M | 0.1% | -13.7% | 0.369% | |
| 2/7/2024 | Principal Securities Inc. | 45,587 | $2.14M | 0.1% | N/A | 0.116% | |
| 2/6/2024 | Pacific Capital Wealth Advisors Inc. | 620 | $29K | 0.0% | N/A | 0.002% | |
| 2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 24,274 | $1.14M | 0.0% | +31.8% | 0.062% | |
| 2/6/2024 | Idaho Trust Bank | 43,946 | $2.07M | 1.2% | -20.9% | 0.112% | |
| 2/6/2024 | Private Advisor Group LLC | 18,547 | $872K | 0.0% | -1.9% | 0.047% | |
| 2/6/2024 | Avidian Wealth Solutions LLC | 382,936 | $18.01M | 1.1% | +5.1% | 0.976% | |
| 2/6/2024 | Sykon Capital LLC | 52,191 | $2.46M | 1.0% | N/A | 0.133% | |
| 2/6/2024 | Axxcess Wealth Management LLC | 7,237 | $340K | 0.0% | -11.5% | 0.018% | |
| 2/6/2024 | Merit Financial Group LLC | 9,611 | $452K | 0.0% | -5.7% | 0.024% | |
| 2/6/2024 | Aveo Capital Partners LLC | 13,066 | $614K | 0.1% | -72.9% | 0.033% | |
| 2/6/2024 | First Horizon Advisors Inc. | 1,114 | $52K | 0.0% | N/A | 0.003% | |
| 2/6/2024 | Wilbanks Smith & Thomas Asset Management LLC | 92,524 | $4.35M | 0.1% | +126.1% | 0.236% | |
| 2/5/2024 | Brandywine Oak Private Wealth LLC | 131,369 | $6.18M | 0.7% | +2.5% | 0.335% | |
| 2/5/2024 | Mather Group LLC. | 356,778 | $16.78M | 0.3% | +45.6% | 0.909% | |
| 2/5/2024 | Conservest Capital Advisors Inc. | 6,840 | $322K | 0.0% | N/A | 0.017% | |
| 2/2/2024 | Truist Financial Corp | 210,281 | $9.89M | 0.0% | +36.7% | 0.536% | |
| 2/2/2024 | Alesco Advisors LLC | 19,450 | $915K | 0.0% | +24.3% | 0.050% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 5,401 | $254K | 0.0% | N/A | 0.014% | |
| 2/1/2024 | Parkside Financial Bank & Trust | 33,561 | $1.58M | 0.3% | +7.1% | 0.086% | |
| 2/1/2024 | Foster & Motley Inc. | 7,494 | $352K | 0.0% | -20.4% | 0.019% | |
| 2/1/2024 | OLD National Bancorp IN | 253,179 | $11.91M | 0.3% | +16.3% | 0.645% | |
| 2/1/2024 | CWM LLC | 29,083 | $1.37M | 0.0% | -28.4% | 0.074% | |
| 1/31/2024 | Beaumont Financial Advisors LLC | 37,942 | $1.78M | 0.2% | -1.1% | 0.097% | |
| 1/31/2024 | HTLF Bank | 981,908 | $46.18M | 5.4% | N/A | 2.502% | |
| 1/31/2024 | Family Capital Management Inc. | 26,495 | $1.25M | 0.9% | -39.1% | 0.068% | |
| 1/31/2024 | Goodwin Investment Advisory | 63,450 | $2.98M | 1.6% | +20.6% | 0.162% | |
| 1/30/2024 | Flputnam Investment Management Co. | 5,863 | $276K | 0.0% | -12.0% | 0.015% | |
| 1/30/2024 | Capital Analysts LLC | 552 | $26K | 0.0% | -39.9% | 0.001% | |
| 1/26/2024 | Cerity Partners LLC | 129,178 | $6.08M | 0.0% | -16.8% | 0.329% | |
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| 1/26/2024 | Financial Counselors Inc. | 26,439 | $1.24M | 0.0% | -15.3% | 0.067% | |
| 1/26/2024 | ONE Advisory Partners LLC | 8,712 | $410K | 0.2% | +58.7% | 0.022% | |
| 1/25/2024 | International Assets Investment Management LLC | 39,646 | $1.87M | 0.0% | N/A | 0.101% | |
| 1/25/2024 | Strategic Blueprint LLC | 5,875 | $276K | 0.0% | -45.2% | 0.015% | |
| 1/24/2024 | Prime Capital Investment Advisors LLC | 6,542 | $308K | 0.0% | N/A | 0.017% | |
| 1/24/2024 | International Assets Investment Management LLC | 39,646 | $1.87M | 0.0% | N/A | 0.101% | |
| 1/24/2024 | SteelPeak Wealth LLC | 46,247 | $2.18M | 0.1% | -39.7% | 0.118% | |
| 1/24/2024 | Private Trust Co. NA | 11,380 | $535K | 0.1% | +6.9% | 0.029% | |
| 1/23/2024 | StrategIQ Financial Group LLC | 12,972 | $610K | 0.1% | -14.3% | 0.033% | |
| 1/23/2024 | Regent Peak Wealth Advisors LLC | 4,321 | $203K | 0.1% | N/A | 0.011% | |
