| 5/29/2025 | Nova Wealth Management Inc. | 1,603 | $129K | 0.1% | N/A | 0.007% | |
| 5/16/2025 | NewEdge Advisors LLC | 37,822 | $3.05M | 0.0% | +477.6% | 0.175% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 2,608 | $210K | 0.0% | -42.7% | 0.012% | |
| 5/15/2025 | Baird Financial Group Inc. | 303,146 | $24.45M | 0.0% | -1.3% | 1.402% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 13,450 | $1.09M | 0.1% | +3.7% | 0.062% | |
| 5/13/2025 | Azimuth Capital Investment Management LLC | 2,650 | $214K | 0.0% | N/A | 0.012% | |
| 5/9/2025 | Pathway Financial Advisers LLC | 5,918 | $477K | 0.2% | -3.1% | 0.030% | |
| 5/8/2025 | Cozad Asset Management Inc. | 12,612 | $1.02M | 0.1% | +1.1% | 0.064% | |
| 4/28/2025 | Rosenberg Matthew Hamilton | 940 | $76K | 0.0% | +141.0% | 0.005% | |
| 4/23/2025 | S.A. Mason LLC | 5,709 | $460K | 0.2% | +5.0% | 0.029% | |
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| 4/21/2025 | L.M. Kohn & Company | 8,587 | $693K | 0.2% | +4.8% | 0.044% | |
| 4/21/2025 | PSI Advisors LLC | 5,060 | $408K | 0.1% | +7.4% | 0.026% | |
| 4/21/2025 | Essex Savings Bank | 4,388 | $354K | 0.1% | +4.7% | 0.022% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 40,418 | $3.26M | 0.0% | -2.1% | 0.207% | |
| 2/17/2025 | Baird Financial Group Inc. | 307,013 | $24.76M | 0.0% | +3.7% | 1.509% | |
| 2/17/2025 | Ameriprise Financial Inc. | 146,074 | $11.78M | 0.0% | +7.1% | 0.718% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 4,552 | $367K | 0.0% | +7.5% | 0.022% | |
| 2/13/2025 | Anchor Investment Management LLC | 3,382 | $273K | 0.0% | -6.0% | 0.017% | |
| 2/13/2025 | Russell Investments Group Ltd. | 791 | $64K | 0.0% | +559.2% | 0.004% | |
| 2/12/2025 | JPMorgan Chase & Co. | 16,377 | $1.32M | 0.0% | -91.6% | 0.080% | |
| 2/10/2025 | Cozad Asset Management Inc. | 12,470 | $1.01M | 0.1% | +10.9% | 0.061% | |
| 2/10/2025 | Farther Finance Advisors LLC | 365 | $29K | 0.0% | +2,707.7% | 0.002% | |
| 2/10/2025 | Hollencrest Capital Management | 17,204 | $1.39M | 0.1% | +1.2% | 0.085% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 1,817 | $147K | 0.0% | N/A | 0.009% | |
| 2/6/2025 | Jones Financial Companies Lllp | 40,019 | $3.23M | 0.0% | +43.0% | 0.197% | |
| 1/30/2025 | L.M. Kohn & Company | 8,190 | $661K | 0.2% | -6.0% | 0.040% | |
| 1/30/2025 | Nations Financial Group Inc. IA ADV | 12,974 | $1.05M | 0.1% | -1.8% | 0.064% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 41,267 | $3.33M | 0.0% | +0.9% | 0.203% | |
| 1/14/2025 | Rosenberg Matthew Hamilton | 390 | $31K | 0.0% | N/A | 0.002% | |
| 1/10/2025 | Atlas Brown Inc. | 15,873 | $1.28M | 0.4% | +1.2% | 0.078% | |
| 12/26/2024 | JPMorgan Chase & Co. | 195,125 | $15.96M | 0.0% | +11.4% | 0.959% | |
| 11/25/2024 | Wilmington Savings Fund Society FSB | 337 | $28K | 0.0% | N/A | 0.002% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 4,235 | $346K | 0.0% | -33.8% | 0.021% | |
| 11/14/2024 | L.M. Kohn & Company | 8,714 | $713K | 0.2% | +2.9% | 0.043% | |
| 11/5/2024 | Nations Financial Group Inc. IA ADV | 13,216 | $1.08M | 0.1% | +20.2% | 0.065% | |
| 11/1/2024 | Heritage Wealth Management Inc. | 6,634 | $543K | 0.2% | +4.7% | 0.033% | |
| 10/30/2024 | United Advisor Group LLC | 40,385 | $3.30M | 0.7% | +16.8% | 0.198% | |
| 10/25/2024 | S.A. Mason LLC | 5,345 | $437K | 0.2% | +7.2% | 0.026% | |
| 10/25/2024 | Cutter & CO Brokerage Inc. | 2,696 | $220K | 0.0% | N/A | 0.013% | |
| 9/9/2024 | Heritage Wealth Management Inc. | 6,334 | $459K | 0.2% | N/A | 0.031% | |
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| 8/20/2024 | Pathway Financial Advisers LLC | 6,144 | $451K | 0.2% | +6.1% | 0.030% | |
| 8/9/2024 | ICA Group Wealth Management LLC | 421 | $31K | 0.0% | -69.5% | 0.002% | |
| 8/7/2024 | Beam Wealth Advisors Inc. | 10,360 | $763K | 0.2% | N/A | 0.051% | |
| 7/29/2024 | Nations Financial Group Inc. IA ADV | 10,996 | $809K | 0.1% | -1.2% | 0.054% | |
| 7/23/2024 | Atlas Brown Inc. | 15,683 | $1.15M | 0.4% | -2.6% | 0.077% | |
| 7/16/2024 | Aspect Partners LLC | 448 | $33K | 0.0% | -37.6% | 0.002% | |
| 7/10/2024 | S.A. Mason LLC | 4,987 | $367K | 0.2% | +29.9% | 0.025% | |
| 5/29/2024 | Pathway Financial Advisers LLC | 5,789 | $455K | 0.2% | N/A | 0.028% | |
| 5/17/2024 | Comerica Bank | 10,529 | $827K | 0.0% | -24.0% | 0.052% | |
| 5/8/2024 | Cozad Asset Management Inc. | 11,240 | $883K | 0.1% | +1.3% | 0.055% | |
| 5/8/2024 | Russell Investments Group Ltd. | 388 | $30K | 0.0% | N/A | 0.002% | |
| 5/7/2024 | Benedetti & Gucer Inc. | 10,468 | $822K | 0.4% | -20.6% | 0.051% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 42,583 | $3.35M | 0.0% | -20.2% | 0.209% | |
| 4/30/2024 | Cutter & CO Brokerage Inc. | 2,900 | $228K | 0.1% | N/A | 0.014% | |
| 4/26/2024 | SlateStone Wealth LLC | 2,678 | $210K | 0.0% | N/A | 0.013% | |
| 4/24/2024 | Essex Financial Services Inc. | 51,649 | $4.06M | 0.4% | -2.0% | 0.252% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 11,129 | $874K | 0.1% | +29.9% | 0.054% | |
| 4/15/2024 | S.A. Mason LLC | 3,840 | $302K | 0.2% | +92.5% | 0.019% | |
| 4/8/2024 | Atlas Brown Inc. | 16,101 | $1.27M | 0.5% | +6.2% | 0.071% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 1,471 | $108K | 0.0% | -67.8% | 0.007% | |
| 2/15/2024 | Comerica Bank | 13,847 | $1.02M | 0.0% | -35.0% | 0.061% | |
| 2/9/2024 | Nations Financial Group Inc. IA ADV | 8,570 | $630K | 0.1% | +5.3% | 0.038% | |
| 2/6/2024 | Essex Financial Services Inc. | 52,717 | $3.88M | 0.4% | -5.5% | 0.233% | |
| 2/5/2024 | Cozad Asset Management Inc. | 11,094 | $816K | 0.1% | -11.4% | 0.049% | |
| 2/1/2024 | PSI Advisors LLC | 4,494 | $331K | 0.1% | +7.6% | 0.020% | |
| 1/30/2024 | Scissortail Wealth Management LLC | 6,274 | $458K | 0.1% | N/A | 0.028% | |
| 1/29/2024 | ORG Partners LLC | 567 | $42K | 0.0% | N/A | 0.003% | |
| 1/22/2024 | Essex Savings Bank | 4,095 | $301K | 0.1% | +7.1% | 0.018% | |
| 1/18/2024 | Atlas Brown Inc. | 15,154 | $1.12M | 0.5% | +1.2% | 0.067% | |
| 1/12/2024 | GPS Wealth Strategies Group LLC | 2,755 | $203K | 0.0% | -7.2% | 0.012% | |
| 1/2/2024 | M&R Capital Management Inc. | 859 | $63K | 0.0% | N/A | 0.004% | |
| 1/2/2024 | Anchor Investment Management LLC | 3,495 | $257K | 0.0% | N/A | 0.015% | |
| 11/16/2023 | Essex Financial Services Inc. | 55,805 | $3.72M | 0.4% | -1.7% | 0.247% | |
| 11/15/2023 | Integrated Wealth Concepts LLC | 56,048 | $3.74M | 0.1% | +3.8% | 0.248% | |
| 11/15/2023 | KPP Advisory Services LLC | 4,355 | $291K | 0.1% | N/A | 0.019% | |
| 11/9/2023 | DB Wealth Management Group LLC | 5,377 | $359K | 0.2% | -24.7% | 0.024% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 53,421 | $3.57M | 0.0% | -31.7% | 0.236% | |
| 11/6/2023 | L.M. Kohn & Company | 8,811 | $588K | 0.2% | +1.8% | 0.039% | |
| 11/2/2023 | Cozad Asset Management Inc. | 12,528 | $836K | 0.1% | +25.1% | 0.055% | |
| 10/26/2023 | GPS Wealth Strategies Group LLC | 2,970 | $198K | 0.0% | +10.9% | 0.013% | |
| 10/17/2023 | Avior Wealth Management LLC | 2,641 | $176K | 0.0% | +44.9% | 0.012% | |
| 10/17/2023 | Atlas Brown Inc. | 14,967 | $999K | 0.5% | +2.2% | 0.066% | |
| 10/13/2023 | S.A. Mason LLC | 1,945 | $130K | 0.1% | +161.1% | 0.009% | |
| 10/13/2023 | PSI Advisors LLC | 4,175 | $279K | 0.1% | +90.1% | 0.018% | |
| 10/13/2023 | Martin Capital Partners LLC | 4,527 | $302K | 0.1% | -5.5% | 0.020% | |
| 8/11/2023 | Baird Financial Group Inc. | 279,477 | $19.64M | 0.1% | +1.7% | 1.235% | |
| 8/10/2023 | Wintrust Investments LLC | 28,584 | $2.01M | 0.2% | N/A | 0.126% | |
| 8/9/2023 | Flow Traders U.S. LLC | 3,217 | $226K | 0.0% | -24.9% | 0.014% | |
| 8/9/2023 | Essex Financial Services Inc. | 56,755 | $3.99M | 0.5% | +4.1% | 0.251% | |
| 8/8/2023 | American Money Management LLC | 4,047 | $284K | 0.1% | -3.6% | 0.018% | |
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| 7/31/2023 | WealthPLAN Partners LLC | 1,608 | $113K | 0.0% | -39.1% | 0.007% | |
| 7/27/2023 | Empire Financial Management Company LLC | 3,480 | $245K | 0.1% | -9.8% | 0.015% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 78,234 | $5.50M | 0.0% | -18.4% | 0.340% | |
| 7/26/2023 | Cozad Asset Management Inc. | 10,013 | $704K | 0.1% | +2.9% | 0.043% | |
| 7/25/2023 | WealthPlan Investment Management LLC | 848,524 | $6.57M | 1.6% | +8,338.8% | 3.684% | |
| 7/21/2023 | PSI Advisors LLC | 2,196 | $154K | 0.1% | +76.0% | 0.010% | |
| 7/18/2023 | Atlas Brown Inc. | 14,641 | $1.03M | 0.5% | -14.6% | 0.064% | |
| 7/17/2023 | Martin Capital Partners LLC | 4,792 | $337K | 0.1% | -5.8% | 0.021% | |
| 7/17/2023 | GPS Wealth Strategies Group LLC | 2,679 | $188K | 0.0% | +9.0% | 0.012% | |
| 5/11/2023 | Connectus Wealth LLC | 194,575 | $13.77M | 0.3% | -4.6% | 0.839% | |
