| 8/12/2025 | MAI Capital Management | 9,925 | $922K | 0.0% | -1.7% | 1.873% | |
| 8/6/2025 | Maltin Wealth Management Inc. | 5,359 | $498K | 0.2% | -3.7% | 1.011% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 8,004 | $743K | 0.0% | -1.9% | 1.510% | |
| 7/30/2025 | Pacific Sun Financial Corp | 3,820 | $354K | 0.2% | -11.2% | 0.721% | |
| 7/23/2025 | Trueblood Wealth Management LLC | 4,130 | $384K | 0.2% | +7.4% | 0.779% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 16,153 | $1.37M | 0.0% | -70.2% | 2.834% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 16,153 | $1.37M | 0.0% | -70.2% | 2.834% | |
| 5/7/2025 | LPL Financial LLC | 19,524 | $1.66M | 0.0% | -8.0% | 3.486% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 8,157 | $691K | 0.0% | -9.2% | 1.431% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 7,665 | $650K | 0.0% | +2.0% | 1.345% | |
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| 4/15/2025 | Trueblood Wealth Management LLC | 3,845 | $326K | 0.2% | N/A | 0.675% | |
| 4/14/2025 | Octavia Wealth Advisors LLC | 2,971 | $252K | 0.0% | -4.7% | 0.521% | |
| 4/14/2025 | Farther Finance Advisors LLC | 3,325 | $282K | 0.0% | N/A | 0.583% | |
| 4/14/2025 | IMC Chicago LLC | 21,036 | $1.78M | 0.0% | N/A | 3.691% | |
| 4/10/2025 | Maltin Wealth Management Inc. | 5,563 | $472K | 0.2% | +5.4% | 0.976% | |
| 2/17/2025 | Citadel Advisors LLC | 4,457 | $387K | 0.0% | -41.9% | 0.768% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 5,035 | $437K | 0.0% | -17.5% | 0.868% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 8,981 | $779K | 0.0% | -9.8% | 1.548% | |
| 2/11/2025 | LPL Financial LLC | 21,217 | $1.84M | 0.0% | +52.1% | 3.658% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 5,440 | $472K | 0.0% | -8.2% | 0.938% | |
| 11/13/2024 | Transamerica Financial Advisors Inc. | 888 | $86K | 0.0% | -36.5% | 0.141% | |
| 10/24/2024 | Horizon Bancorp Inc. IN | 509 | $49K | 0.0% | -17.5% | 0.081% | |
| 8/21/2024 | Truist Financial Corp | 26,591 | $2.33M | 0.0% | +2.5% | 3.910% | |
| 7/12/2024 | Maltin Wealth Management Inc. | 5,250 | $459K | 0.2% | +4.3% | 0.761% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 2,678 | $249K | 0.0% | -82.6% | 0.362% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 6,009 | $558K | 0.0% | -20.9% | 0.812% | |
| 4/16/2024 | Maltin Wealth Management Inc. | 5,034 | $468K | 0.3% | +6.2% | 0.671% | |
| 4/13/2024 | IMC Chicago LLC | 11,416 | $1.06M | 0.0% | N/A | 1.522% | |
| 4/11/2024 | SignalPoint Asset Management LLC | 3,339 | $310K | 0.1% | -3.8% | 0.445% | |
| 2/15/2024 | Concentric Wealth Management LLC | 10,300 | $881K | 0.3% | -1.2% | 1.272% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 15,414 | $1.32M | 0.0% | -79.6% | 1.903% | |
| 2/8/2024 | Pacific Sun Financial Corp | 4,600 | $394K | 0.2% | -5.7% | 0.568% | |
| 2/2/2024 | Truist Financial Corp | 26,804 | $2.29M | 0.0% | -0.6% | 3.269% | |
| 1/30/2024 | Octavia Wealth Advisors LLC | 3,152 | $270K | 0.0% | -7.0% | 0.384% | |
| 1/19/2024 | Fifth Third Bancorp | 568 | $49K | 0.0% | N/A | 0.069% | |
| 1/18/2024 | Maltin Wealth Management Inc. | 4,740 | $405K | 0.3% | -4.2% | 0.578% | |
| 1/16/2024 | Raymond James & Associates | 2,379 | $204K | 0.0% | -91.8% | 0.290% | |
| 11/20/2023 | Silver Oak Securities Incorporated | 8,906 | $700K | 0.1% | -6.5% | 0.650% | |
| 11/15/2023 | Scotia Capital Inc. | 6,177 | $485K | 0.0% | +3.0% | 0.451% | |
| 11/14/2023 | Tower Research Capital LLC TRC | 7,046 | $553K | 0.0% | +43.4% | 0.514% | |
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| 11/13/2023 | LPL Financial LLC | 51,337 | $4.03M | 0.0% | -17.3% | 3.747% | |
| 11/9/2023 | SPC Financial Inc. | 8,321 | $654K | 0.1% | +5.7% | 0.607% | |
| 11/9/2023 | UBS Group AG | 35,012 | $2.75M | 0.0% | -13.6% | 2.556% | |
| 11/8/2023 | HighTower Advisors LLC | 269,109 | $21.14M | 0.0% | +0.8% | 19.643% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 75,665 | $5.94M | 0.0% | +1.8% | 5.523% | |
| 11/3/2023 | Private Advisor Group LLC | 2,971 | $233K | 0.0% | -27.8% | 0.208% | |
| 11/1/2023 | Nilsine Partners LLC | 15,173 | $1.19M | 0.2% | +1.5% | 1.061% | |
| 10/30/2023 | Octavia Wealth Advisors LLC | 3,389 | $266K | 0.1% | +6.1% | 0.237% | |
| 10/24/2023 | Horizon Bancorp Inc. IN | 756 | $59K | 0.0% | N/A | 0.043% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 18,265 | $1.44M | 0.0% | +2.4% | 1.038% | |
| 10/24/2023 | Raymond James & Associates | 28,977 | $2.28M | 0.0% | -4.5% | 1.646% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 9,067 | $712K | 0.0% | -14.9% | 0.515% | |
| 10/11/2023 | Maltin Wealth Management Inc. | 4,948 | $389K | 0.3% | +22.2% | 0.278% | |
| 8/10/2023 | Private Advisor Group LLC | 4,115 | $353K | 0.0% | -54.8% | 0.229% | |
| 8/8/2023 | Prospera Financial Services Inc | 2,903 | $249K | 0.0% | N/A | 0.161% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 13,031 | $1.12M | 0.0% | -13.9% | 0.724% | |
| 8/3/2023 | SPC Financial Inc. | 7,876 | $675K | 0.1% | +9.9% | 0.438% | |
| 8/3/2023 | Maltin Wealth Management Inc. | 4,049 | $347K | 0.1% | +11.5% | 0.225% | |
| 8/3/2023 | Scotia Capital Inc. | 5,999 | $514K | 0.0% | +9.7% | 0.333% | |
| 8/2/2023 | Silver Oak Securities Incorporated | 9,528 | $817K | 0.1% | +21.6% | 0.529% | |
| 8/1/2023 | Truist Financial Corp | 26,441 | $2.27M | 0.0% | +0.8% | 1.469% | |
| 7/31/2023 | LPL Financial LLC | 62,075 | $5.32M | 0.0% | -27.5% | 3.449% | |
| 7/27/2023 | Western Financial Corp CA | 3,816 | $327K | 0.2% | +5.2% | 0.211% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 74,332 | $6.37M | 0.0% | +13.3% | 4.107% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 17,831 | $1.53M | 0.0% | +2.0% | 0.985% | |
| 7/25/2023 | Raymond James & Associates | 30,350 | $2.60M | 0.0% | +4.6% | 1.677% | |
| 7/21/2023 | Nilsine Partners LLC | 14,947 | $1.28M | 0.2% | -1.4% | 0.826% | |
| 7/17/2023 | Wealthcare Advisory Partners LLC | 13,184 | $1.13M | 0.1% | +1.4% | 0.728% | |
| 7/17/2023 | GPS Wealth Strategies Group LLC | 751 | $64K | 0.0% | -49.9% | 0.041% | |
| 7/17/2023 | Genesee Capital Advisors LLC | 13,078 | $1.12M | 0.8% | +17.9% | 0.723% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 13,417 | $1.15M | 0.0% | -49.3% | 0.737% | |
| 7/12/2023 | Pacific Sun Financial Corp | 5,160 | $439K | 0.3% | N/A | 0.284% | |
| 5/12/2023 | HighTower Advisors LLC | 256,668 | $21.80M | 0.0% | +19.4% | 13.438% | |
| 5/11/2023 | Cambridge Investment Research Advisors Inc. | 26,477 | $2.25M | 0.0% | +7.9% | 1.386% | |
| 5/11/2023 | Legacy Capital Group California Inc. | 16,839 | $1.43M | 0.7% | N/A | 0.882% | |
| 5/11/2023 | Scotia Capital Inc. | 5,471 | $465K | 0.0% | N/A | 0.286% | |
| 5/11/2023 | Concentric Wealth Management LLC | 10,525 | $895K | 0.3% | -2.5% | 0.551% | |
| 5/10/2023 | Private Advisor Group LLC | 9,112 | $775K | 0.0% | N/A | 0.477% | |
| 5/10/2023 | LPL Financial LLC | 85,587 | $7.28M | 0.0% | +87.7% | 4.481% | |
| 5/9/2023 | SPC Financial Inc. | 7,166 | $609K | 0.1% | +4.2% | 0.375% | |
| 5/9/2023 | Tower Research Capital LLC TRC | 6,843 | $582K | 0.0% | +16.0% | 0.358% | |
| 5/5/2023 | Truist Financial Corp | 26,221 | $2.23M | 0.0% | -17.0% | 1.373% | |
| 5/5/2023 | Silver Oak Securities Incorporated | 7,837 | $670K | 0.1% | +2.4% | 0.410% | |
| 5/4/2023 | Wealthcare Advisory Partners LLC | 13,005 | $1.11M | 0.0% | +13.4% | 0.681% | |
| 4/28/2023 | Ameritas Advisory Services LLC | 705 | $59K | 0.0% | N/A | 0.037% | |
| 4/28/2023 | Janney Montgomery Scott LLC | 65,634 | $5.58M | 0.0% | +11.4% | 3.436% | |
| 4/20/2023 | Hennion & Walsh Asset Management Inc. | 5,050 | $429K | 0.0% | +59.3% | 0.264% | |
| 4/20/2023 | Octavia Wealth Advisors LLC | 3,257 | $277K | 0.1% | -7.5% | 0.171% | |
| 4/20/2023 | Maltin Wealth Management Inc. | 3,633 | $309K | 0.2% | +14.4% | 0.190% | |
| 4/20/2023 | Western Financial Corp CA | 3,628 | $308K | 0.2% | N/A | 0.190% | |
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| 4/19/2023 | MinichMacGregor Wealth Management LLC | 3,732 | $317K | 0.1% | -5.2% | 0.195% | |
| 4/18/2023 | Genesee Capital Advisors LLC | 11,096 | $943K | 0.7% | -6.1% | 0.581% | |
| 4/17/2023 | GPS Wealth Strategies Group LLC | 1,499 | $127K | 0.0% | N/A | 0.078% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 17,473 | $1.49M | 0.0% | -24.6% | 0.915% | |
| 4/14/2023 | Raymond James & Associates | 29,016 | $2.47M | 0.0% | +9.1% | 1.519% | |
| 4/6/2023 | Fulcrum Equity Management | 27,678 | $2.35M | 2.2% | N/A | 1.480% | |
| 2/17/2023 | Maltin Wealth Management Inc. | 3,177 | $251K | 0.2% | N/A | 0.170% | |
| 2/13/2023 | Wealthcare Advisory Partners LLC | 11,471 | $907K | 0.0% | +95.0% | 0.613% | |
| 2/13/2023 | Concentric Wealth Management LLC | 10,800 | $854K | 0.3% | -2.3% | 0.578% | |
| 2/13/2023 | Consolidated Planning Corp | 13,984 | $1.11M | 0.3% | N/A | 0.748% | |
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