| 5/1/2025 | Key Financial Inc | 120,289 | $2.49M | 0.5% | +1.2% | 2.506% | |
| 5/1/2025 | Asset Dedication LLC | 16,848 | $349K | 0.0% | -3.0% | 0.351% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 106,685 | $2.21M | 0.0% | +46.0% | 2.223% | |
| 4/21/2025 | Avior Wealth Management LLC | 146,393 | $3.04M | 0.1% | +23.5% | 3.050% | |
| 4/17/2025 | Precedent Wealth Partners LLC | 141,395 | $2.93M | 0.8% | +90.6% | 2.946% | |
| 4/16/2025 | Sterling Financial Group Inc. | 53,790 | $1.12M | 0.4% | +12.2% | 1.121% | |
| 4/15/2025 | Collier Financial | 4,298 | $89K | 0.1% | -22.1% | 0.090% | |
| 4/1/2025 | Confluence Investment Management LLC | 143,705 | $2.98M | 0.0% | -44.0% | 3.193% | |
| 3/25/2025 | Higgins & Schmidt Wealth Strategies LLC | 11,145 | $233K | 0.1% | -17.5% | 0.248% | |
| 2/17/2025 | Captrust Financial Advisors | 19,784 | $414K | 0.0% | +2.6% | 0.440% | |
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| 2/17/2025 | Citadel Advisors LLC | 14,955 | $313K | 0.0% | N/A | 0.332% | |
| 2/17/2025 | Bank of America Corp DE | 168,686 | $3.53M | 0.0% | +0.7% | 3.749% | |
| 2/14/2025 | Jane Street Group LLC | 49,173 | $1.03M | 0.0% | -28.5% | 1.093% | |
| 2/14/2025 | Lido Advisors LLC | 49,200 | $1.03M | 0.0% | N/A | 1.093% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 46,190 | $967K | 0.0% | +164.8% | 1.026% | |
| 2/14/2025 | Stifel Financial Corp | 13,144 | $275K | 0.0% | -21.5% | 0.292% | |
| 2/13/2025 | Envision Financial Planning LLC | 206,585 | $4.32M | 2.2% | +2.3% | 4.591% | |
| 2/13/2025 | Raymond James Financial Inc. | 99,907 | $2.09M | 0.0% | N/A | 2.220% | |
| 2/13/2025 | Invesco Ltd. | 140,962 | $2.95M | 0.0% | +35.9% | 3.132% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 73,090 | $1.53M | 0.0% | +143.3% | 1.624% | |
| 2/12/2025 | StoneX Group Inc. | 29,672 | $621K | 0.0% | N/A | 0.659% | |
| 2/12/2025 | Hobbs Group Advisors LLC | 15,808 | $331K | 0.1% | +33.0% | 0.351% | |
| 2/11/2025 | LPL Financial LLC | 270,291 | $5.66M | 0.0% | +42.3% | 6.006% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 31,138 | $652K | 0.0% | -4.3% | 0.692% | |
| 2/7/2025 | HighTower Advisors LLC | 64,896 | $1.36M | 0.0% | +8.2% | 1.442% | |
| 2/6/2025 | Raymond James Financial Inc. | 99,907 | $2.09M | 0.0% | N/A | 2.220% | |
| 2/6/2025 | Jones Financial Companies Lllp | 9,269 | $194K | 0.0% | +351.3% | 0.206% | |
| 2/5/2025 | Jacobi Capital Management LLC | 12,348 | $258K | 0.0% | +6.0% | 0.274% | |
| 2/5/2025 | First Command Advisory Services Inc. | 4,568 | $96K | 0.0% | +17.5% | 0.102% | |
| 2/4/2025 | MONECO Advisors LLC | 38,546 | $807K | 0.1% | +60.1% | 0.857% | |
| 1/30/2025 | Principal Securities Inc. | 4,717 | $99K | 0.0% | N/A | 0.105% | |
| 1/29/2025 | Collier Financial | 5,520 | $116K | 0.1% | N/A | 0.123% | |
| 1/27/2025 | YANKCOM Partnership | 2,109 | $44K | 0.0% | N/A | 0.047% | |
| 1/23/2025 | Crews Bank & Trust | 9,460 | $198K | 0.0% | N/A | 0.220% | |
| 1/23/2025 | Asset Dedication LLC | 17,365 | $363K | 0.0% | +33.6% | 0.404% | |
| 1/21/2025 | Precedent Wealth Partners LLC | 74,202 | $1.55M | 0.5% | +4.5% | 1.726% | |
| 1/17/2025 | Avior Wealth Management LLC | 118,554 | $2.48M | 0.1% | +929.7% | 2.757% | |
| 1/15/2025 | CGN Advisors LLC | 58,433 | $1.22M | 0.1% | -4.8% | 1.359% | |
| 1/15/2025 | Sterling Financial Group Inc. | 47,940 | $1.00M | 0.4% | +1.1% | 1.115% | |
| 1/14/2025 | Global Financial Private Client LLC | 6,155 | $129K | 0.0% | N/A | 0.143% | |
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| 1/2/2025 | Confluence Investment Management LLC | 256,727 | $5.37M | 0.1% | -3.3% | 7.131% | |
| 11/18/2024 | Hobbs Group Advisors LLC | 11,888 | $253K | 0.1% | +64.4% | 0.330% | |
| 11/15/2024 | Jane Street Group LLC | 68,730 | $1.46M | 0.0% | -9.8% | 1.909% | |
| 11/15/2024 | Stifel Financial Corp | 16,747 | $357K | 0.0% | +56.5% | 0.465% | |
| 11/15/2024 | HighTower Advisors LLC | 59,968 | $1.28M | 0.0% | N/A | 1.666% | |
| 11/14/2024 | Captrust Financial Advisors | 19,277 | $411K | 0.0% | -34.1% | 0.535% | |
| 11/12/2024 | Capital Investment Counsel LLC | 12,671 | $270K | 0.0% | -50.2% | 0.352% | |
| 11/8/2024 | Avior Wealth Management LLC | 11,513 | $245K | 0.0% | N/A | 0.320% | |
| 11/7/2024 | Envision Financial Planning LLC | 201,871 | $4.30M | 2.3% | +0.6% | 5.608% | |
| 11/4/2024 | Addison Advisors LLC | 21,665 | $462K | 0.1% | +13.4% | 0.602% | |
| 10/31/2024 | Confluence Investment Management LLC | 265,529 | $5.66M | 0.1% | -6.0% | 7.376% | |
| 10/29/2024 | Key Financial Inc | 118,889 | $2.53M | 0.6% | +4.0% | 3.302% | |
| 10/25/2024 | MONECO Advisors LLC | 24,075 | $513K | 0.1% | N/A | 0.669% | |
| 10/21/2024 | Venture Visionary Partners LLC | 28,819 | $614K | 0.0% | -28.4% | 0.801% | |
| 10/18/2024 | Precedent Wealth Partners LLC | 71,031 | $1.51M | 0.5% | +23.3% | 1.973% | |
| 10/16/2024 | Asset Dedication LLC | 12,995 | $277K | 0.0% | +4.4% | 0.361% | |
| 8/28/2024 | Farmers National Bank | 41,049 | $860K | 0.3% | +6.7% | 1.244% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 10,627 | $223K | 0.0% | +22.9% | 0.322% | |
| 8/6/2024 | Asset Dedication LLC | 12,445 | $261K | 0.0% | +14.5% | 0.377% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 29,501 | $618K | 0.0% | +6.8% | 0.922% | |
| 7/30/2024 | Key Financial Inc | 114,364 | $2.40M | 0.6% | +29.4% | 3.574% | |
| 7/26/2024 | First Command Advisory Services Inc. | 3,887 | $81K | 0.0% | +82.2% | 0.121% | |
| 7/23/2024 | Precedent Wealth Partners LLC | 57,612 | $1.21M | 0.5% | +18.3% | 1.800% | |
| 7/22/2024 | Hobbs Group Advisors LLC | 7,233 | $152K | 0.1% | N/A | 0.226% | |
| 7/16/2024 | Bill Few Associates Inc. | 9,605 | $201K | 0.1% | N/A | 0.310% | |
| 7/10/2024 | CGN Advisors LLC | 61,045 | $1.28M | 0.1% | -12.5% | 1.969% | |
| 7/1/2024 | Confluence Investment Management LLC | 282,488 | $5.92M | 0.1% | -1.1% | 10.089% | |
| 5/2/2024 | First Command Advisory Services Inc. | 2,133 | $45K | 0.0% | N/A | 0.076% | |
| 5/1/2024 | Envision Financial Planning LLC | 183,976 | $3.92M | 3.2% | +9.5% | 6.571% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 27,631 | $589K | 0.0% | +9.9% | 0.987% | |
| 4/23/2024 | Precedent Wealth Partners LLC | 48,680 | $1.04M | 0.4% | +29.4% | 1.803% | |
| 4/12/2024 | CGN Advisors LLC | 69,776 | $1.49M | 0.2% | -33.1% | 2.584% | |
| 4/10/2024 | Sterling Financial Group Inc. | 47,790 | $1.02M | 0.5% | +55.8% | 1.770% | |
| 4/1/2024 | Confluence Investment Management LLC | 285,757 | $6.09M | 0.1% | N/A | 11.907% | |
| 2/8/2024 | Beacon Pointe Advisors LLC | 15,335 | $332K | 0.0% | N/A | 0.639% | |
| 2/2/2024 | Addison Advisors LLC | 16,150 | $349K | 0.1% | -4.4% | 0.673% | |
| 1/31/2024 | Key Financial Inc | 88,389 | $1.91M | 0.5% | +18.3% | 3.683% | |
| 1/24/2024 | Venture Visionary Partners LLC | 55,057 | $1.19M | 0.1% | -5.2% | 2.294% | |
| 1/23/2024 | Envision Financial Planning LLC | 167,992 | $3.64M | 3.2% | +6.1% | 7.000% | |
| 1/18/2024 | Precedent Wealth Partners LLC | 37,624 | $814K | 0.4% | N/A | 1.568% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 11,317 | $245K | 0.0% | N/A | 0.492% | |
| 1/16/2024 | Valicenti Advisory Services Inc. | 9,300 | $201K | 0.1% | N/A | 0.404% | |
| 1/5/2024 | CGN Advisors LLC | 104,308 | $2.26M | 0.3% | +5.5% | 6.519% | |
| 11/13/2023 | Asset Dedication LLC | 4,251 | $85K | 0.0% | +63.4% | 0.266% | |
| 11/7/2023 | Addison Advisors LLC | 16,895 | $338K | 0.2% | +18.2% | 1.056% | |
| 11/3/2023 | Envision Financial Planning LLC | 158,407 | $3.17M | 3.1% | N/A | 9.900% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 19,024 | $381K | 0.0% | +40.9% | 1.268% | |
| 10/19/2023 | Sterling Financial Group Inc. | 30,672 | $614K | 0.4% | +18.9% | 2.045% | |
| 10/13/2023 | CGN Advisors LLC | 98,853 | $1.98M | 0.3% | +8.6% | 6.590% | |
| 9/7/2023 | Sterling Financial Group Inc. | 25,792 | $545K | 0.4% | +81.9% | 2.149% | |
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| 8/22/2023 | Asset Dedication LLC | 2,601 | $54K | 0.0% | +106.4% | 0.217% | |
| 8/3/2023 | Addison Advisors LLC | 14,295 | $302K | 0.1% | N/A | 1.191% | |
| 8/2/2023 | Bank of Montreal Can | 21,119 | $447K | 0.0% | N/A | 1.760% | |
| 8/1/2023 | Cookson Peirce & Co. Inc. | 10,829 | $229K | 0.0% | N/A | 0.902% | |
| 7/28/2023 | Key Financial Inc | 74,700 | $1.58M | 0.5% | N/A | 6.225% | |
| 7/14/2023 | Venture Visionary Partners LLC | 58,329 | $1.23M | 0.1% | -2.7% | 4.861% | |
| 7/10/2023 | CGN Advisors LLC | 91,000 | $1.92M | 0.3% | +6.5% | 7.583% | |
| 4/24/2023 | Asset Dedication LLC | 1,260 | $27K | 0.0% | +89.8% | 0.158% | |
| 4/13/2023 | Venture Visionary Partners LLC | 59,977 | $1.29M | 0.1% | +45.1% | 7.497% | |
| 4/4/2023 | CGN Advisors LLC | 85,406 | $1.83M | 0.3% | +31.6% | 10.676% | |
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