| 5/29/2025 | Nova Wealth Management Inc. | 15,315 | $570K | 0.5% | -8.5% | 0.244% | |
| 5/14/2025 | Comerica Bank | 1,120 | $42K | 0.0% | -55.1% | 0.019% | |
| 5/14/2025 | Kestra Advisory Services LLC | 44,654 | $1.66M | 0.0% | -5.8% | 0.770% | |
| 5/12/2025 | Lcnb Corp | 69,060 | $2.57M | 0.9% | +5.5% | 1.191% | |
| 5/12/2025 | Townsquare Capital LLC | 18,006 | $670K | 0.0% | +13.7% | 0.310% | |
| 5/9/2025 | Commonwealth Financial Services LLC | 56,184 | $2.09M | 0.4% | -3.5% | 0.969% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 118,440 | $4.41M | 0.1% | +1.8% | 2.042% | |
| 5/8/2025 | Harbour Investments Inc. | 49,458 | $1.84M | 0.1% | -0.6% | 0.853% | |
| 5/8/2025 | Grantvest Financial Group LLC | 6,032 | $225K | 0.2% | -17.4% | 0.104% | |
| 5/7/2025 | LPL Financial LLC | 49,982 | $1.86M | 0.0% | +14.3% | 0.862% | |
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| 5/6/2025 | Cetera Investment Advisers | 51,772 | $1.93M | 0.0% | -50.3% | 0.893% | |
| 5/6/2025 | AE Wealth Management LLC | 12,225 | $455K | 0.0% | -50.8% | 0.211% | |
| 5/5/2025 | 1ST Source Bank | 11,652 | $434K | 0.0% | +75.2% | 0.201% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 80,289 | $2.99M | 1.0% | -6.9% | 1.384% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 68,467 | $2.55M | 0.0% | -63.8% | 1.180% | |
| 4/29/2025 | SMART Wealth LLC | 37,234 | $1.39M | 0.5% | -20.7% | 0.642% | |
| 4/28/2025 | Mutual Advisors LLC | 140,583 | $5.06M | 0.1% | -3.6% | 2.424% | |
| 4/28/2025 | Arbor Capital Management Inc. ADV | 5,902 | $220K | 0.2% | +7.5% | 0.102% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 21,494 | $800K | 0.1% | +2.4% | 0.371% | |
| 4/23/2025 | Spire Wealth Management | 6,386 | $238K | 0.0% | -56.4% | 0.110% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 19,474 | $725K | 0.0% | -6.0% | 0.337% | |
| 4/22/2025 | Buck Wealth Strategies LLC | 7,703 | $287K | 0.1% | N/A | 0.133% | |
| 4/21/2025 | Jim Saulnier & Associates LLC | 17,303 | $644K | 0.5% | -10.2% | 0.299% | |
| 4/21/2025 | Hartford Financial Management Inc. | 138,860 | $5.17M | 1.1% | +0.4% | 2.402% | |
| 4/21/2025 | LifeWealth Investments LLC | 12,447 | $463K | 0.2% | -22.7% | 0.215% | |
| 4/17/2025 | Keystone Wealth Services LLC | 7,165 | $267K | 0.1% | -16.8% | 0.124% | |
| 4/14/2025 | Farther Finance Advisors LLC | 10,895 | $406K | 0.0% | N/A | 0.188% | |
| 3/12/2025 | Centaurus Financial Inc. | 26,477 | $985K | 0.1% | +6.0% | 0.377% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 86,247 | $3.21M | 1.1% | N/A | 1.227% | |
| 2/27/2025 | REAP Financial Group LLC | 32,780 | $1.22M | 0.3% | -1.3% | 0.514% | |
| 2/26/2025 | LifeWealth Investments LLC | 16,099 | $599K | 0.4% | N/A | 0.252% | |
| 2/25/2025 | Armis Advisers LLC | 53,306 | $1.98M | 0.2% | N/A | 0.836% | |
| 2/17/2025 | Cetera Investment Advisers | 104,074 | $3.87M | 0.0% | +218.7% | 1.631% | |
| 2/14/2025 | Jane Street Group LLC | 17,096 | $636K | 0.0% | +3.6% | 0.268% | |
| 2/13/2025 | Hanlon Investment Management Inc. | 5,426 | $202K | 0.1% | N/A | 0.085% | |
| 2/13/2025 | CreativeOne Wealth LLC | 19,908 | $741K | 0.0% | N/A | 0.312% | |
| 2/13/2025 | Barclays PLC | 3,958 | $147K | 0.0% | -11.9% | 0.062% | |
| 2/13/2025 | Townsquare Capital LLC | 15,838 | $589K | 0.0% | +7.0% | 0.248% | |
| 2/13/2025 | Raymond James Financial Inc. | 53,318 | $1.98M | 0.0% | N/A | 0.836% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 189,223 | $7.04M | 0.0% | +139.4% | 2.966% | |
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| 2/11/2025 | Grantvest Financial Group LLC | 7,302 | $272K | 0.3% | N/A | 0.114% | |
| 2/11/2025 | LPL Financial LLC | 43,728 | $1.63M | 0.0% | -3.9% | 0.685% | |
| 2/10/2025 | Arbor Capital Management Inc. ADV | 5,492 | $207K | 0.2% | -13.8% | 0.086% | |
| 2/10/2025 | IMG Wealth Management Inc. | 848 | $32K | 0.0% | N/A | 0.013% | |
| 2/10/2025 | Harbour Investments Inc. | 49,740 | $1.85M | 0.1% | -1.4% | 0.780% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 6,369 | $237K | 0.0% | N/A | 0.100% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 168,637 | $6.28M | 0.0% | -10.9% | 2.643% | |
| 2/6/2025 | Raymond James Financial Inc. | 53,318 | $1.98M | 0.0% | N/A | 0.836% | |
| 2/6/2025 | Atria Investments Inc | 11,243 | $418K | 0.0% | N/A | 0.176% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 116,380 | $4.33M | 0.0% | -0.5% | 1.824% | |
| 1/31/2025 | Truist Financial Corp | 10,534 | $392K | 0.0% | +4.8% | 0.165% | |
| 1/30/2025 | Hickory Asset Management Inc. | 12,995 | $484K | 0.4% | N/A | 0.204% | |
| 1/28/2025 | SMART Wealth LLC | 46,969 | $1.75M | 0.6% | +144.1% | 0.736% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 31,651 | $1.18M | 0.0% | -3.4% | 0.496% | |
| 1/27/2025 | Commonwealth Financial Services LLC | 58,210 | $2.17M | 0.4% | +16.8% | 0.912% | |
| 1/24/2025 | Spire Wealth Management | 14,658 | $545K | 0.0% | -42.1% | 0.230% | |
| 1/24/2025 | Clear Creek Financial Management LLC | 20,980 | $781K | 0.1% | -48.3% | 0.329% | |
| 1/17/2025 | Mutual Advisors LLC | 145,906 | $5.47M | 0.2% | -3.9% | 2.287% | |
| 1/15/2025 | Arkadios Wealth Advisors | 6,390 | $238K | 0.0% | N/A | 0.100% | |
| 1/13/2025 | Brookstone Capital Management | 6,753 | $251K | 0.0% | -6.9% | 0.106% | |
| 1/10/2025 | Sage Capital Advisors llc | 13,072 | $486K | 0.1% | N/A | 0.205% | |
| 12/16/2024 | SMART Wealth LLC | 19,245 | $702K | 0.3% | +33.9% | 0.302% | |
| 11/19/2024 | Barclays PLC | 4,495 | $164K | 0.0% | N/A | 0.070% | |
| 11/15/2024 | Barclays PLC | 4,495 | $164K | 0.0% | N/A | 0.070% | |
| 11/15/2024 | MML Investors Services LLC | 16,741 | $611K | 0.0% | -13.6% | 0.262% | |
| 11/15/2024 | Jane Street Group LLC | 16,500 | $602K | 0.0% | -55.7% | 0.259% | |
| 11/14/2024 | Plotkin Financial Advisors LLC | 11,987 | $437K | 0.3% | N/A | 0.188% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 26,184 | $955K | 0.0% | -20.6% | 0.410% | |
| 11/13/2024 | Townsquare Capital LLC | 14,802 | $540K | 0.0% | +12.4% | 0.232% | |
| 11/12/2024 | Centaurus Financial Inc. | 24,988 | $912K | 0.1% | +7.5% | 0.392% | |
| 11/12/2024 | Jim Saulnier & Associates LLC | 19,268 | $703K | 0.7% | N/A | 0.302% | |
| 11/5/2024 | First Heartland Consultants Inc. | 7,847 | $286K | 0.0% | -17.6% | 0.123% | |
| 11/5/2024 | Harbour Investments Inc. | 50,440 | $1.84M | 0.1% | -24.9% | 0.791% | |
| 10/29/2024 | Clear Creek Financial Management LLC | 40,581 | $1.48M | 0.2% | +1.7% | 0.636% | |
| 10/28/2024 | Hartford Financial Management Inc. | 138,554 | $5.05M | 1.0% | -2.3% | 2.172% | |
| 10/25/2024 | Mutual Advisors LLC | 151,775 | $5.56M | 0.2% | -8.1% | 2.379% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 8,082 | $295K | 0.0% | N/A | 0.127% | |
| 10/23/2024 | Commonwealth Financial Services LLC | 49,844 | $1.81M | 0.4% | +52.2% | 0.781% | |
| 10/21/2024 | Integrity Financial Corp WA | 10,956 | $400K | 0.2% | -4.4% | 0.172% | |
| 10/18/2024 | Raymond James & Associates | 233,580 | $8.52M | 0.0% | -3.2% | 3.661% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 10,915 | $398K | 0.0% | -6.1% | 0.171% | |
| 10/10/2024 | Lion Street Advisors LLC | 6,911 | $252K | 0.1% | -14.9% | 0.108% | |
| 9/23/2024 | Centaurus Financial Inc. | 23,253 | $821K | 0.1% | +2.1% | 0.364% | |
| 8/22/2024 | Cetera Investment Advisers | 36,047 | $1.27M | 0.0% | -9.0% | 0.565% | |
| 8/21/2024 | Truist Financial Corp | 10,785 | $381K | 0.0% | +28.6% | 0.169% | |
| 8/15/2024 | Delta Investment Management LLC | 7,190 | $254K | 0.1% | -57.4% | 0.113% | |
| 8/14/2024 | Commonwealth Financial Services LLC | 32,741 | $1.17M | 0.2% | N/A | 0.513% | |
| 8/13/2024 | AE Wealth Management LLC | 57,285 | $2.02M | 0.0% | +120.2% | 0.898% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 83,991 | $2.97M | 0.0% | +28.1% | 1.316% | |
| 8/8/2024 | 1ST Source Bank | 11,232 | $397K | 0.0% | +67.0% | 0.176% | |
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| 8/2/2024 | Larson Financial Group LLC | 3,021 | $107K | 0.0% | +1,927.5% | 0.047% | |
| 7/31/2024 | Spire Wealth Management | 25,330 | $895K | 0.0% | N/A | 0.397% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 190,663 | $6.74M | 0.0% | -2.2% | 2.988% | |
| 7/30/2024 | Integrity Financial Corp WA | 11,458 | $405K | 0.3% | +129.2% | 0.180% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 17,112 | $605K | 0.0% | -5.4% | 0.268% | |
| 7/26/2024 | Harbour Investments Inc. | 67,176 | $2.37M | 0.1% | +10.3% | 1.053% | |
| 7/25/2024 | Clear Creek Financial Management LLC | 39,899 | $1.41M | 0.2% | N/A | 0.625% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 11,626 | $411K | 0.0% | -23.2% | 0.182% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 122,772 | $4.34M | 0.0% | -6.1% | 1.924% | |
| 7/19/2024 | Raymond James & Associates | 241,403 | $8.53M | 0.0% | +3,572.6% | 3.784% | |
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