| 5/14/2025 | Disciplina Capital Management LLC | 110,827 | $5.75M | 0.8% | +4.7% | 2.173% | |
| 5/13/2025 | Stone House Investment Management LLC | 819 | $42K | 0.0% | N/A | 0.014% | |
| 5/7/2025 | LPL Financial LLC | 136,653 | $7.09M | 0.0% | +215.9% | 2.397% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 33,984 | $1.76M | 0.0% | -1.6% | 0.596% | |
| 5/6/2025 | Advisors Preferred LLC | 1,335 | $69K | 0.0% | N/A | 0.023% | |
| 5/6/2025 | WT Wealth Management | 9,108 | $473K | 0.2% | +8.6% | 0.160% | |
| 5/5/2025 | Hollencrest Capital Management | 12,279 | $637K | 0.0% | -8.3% | 0.215% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 25,695 | $1.33M | 0.0% | +14.5% | 0.451% | |
| 5/1/2025 | Alaska Permanent Capital Management LLC | 656,434 | $34.01M | 2.9% | -13.8% | 11.516% | |
| 5/1/2025 | Alaska Wealth Advisors | 333,532 | $17.31M | 2.7% | -9.2% | 5.851% | |
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| 5/1/2025 | FDx Advisors Inc. | 75,206 | $3.90M | 1.3% | -21.8% | 1.319% | |
| 5/1/2025 | Fifth Third Securities Inc. | 5,572 | $289K | 0.0% | +24.3% | 0.098% | |
| 4/30/2025 | Leavell Investment Management Inc. | 4,048 | $210K | 0.0% | N/A | 0.071% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 329,377 | $17.09M | 0.0% | +1.8% | 5.779% | |
| 4/29/2025 | Columbia River Financial Group LLC | 10,356 | $537K | 0.4% | -26.2% | 0.182% | |
| 4/25/2025 | WJ Wealth Management LLC | 44,849 | $2.33M | 0.8% | N/A | 0.787% | |
| 4/23/2025 | Valmark Advisers Inc. | 4,334 | $225K | 0.0% | N/A | 0.076% | |
| 4/18/2025 | Wolf Group Capital Advisors | 56,902 | $2.95M | 1.0% | +459.7% | 0.956% | |
| 4/10/2025 | Horizons Wealth Management | 68,513 | $3.56M | 2.6% | +5.4% | 1.151% | |
| 2/24/2025 | Pullen Investment Management LLC | 9,070 | $432K | 0.3% | -3.9% | 0.191% | |
| 2/19/2025 | Columbia River Financial Group LLC | 14,033 | $667K | 0.5% | N/A | 0.295% | |
| 2/18/2025 | 10Elms LLP | 1,600 | $76K | 0.1% | N/A | 0.034% | |
| 2/17/2025 | Citadel Advisors LLC | 19,391 | $923K | 0.0% | N/A | 0.408% | |
| 2/17/2025 | Bank of America Corp DE | 407,620 | $19.39M | 0.0% | +329.2% | 8.581% | |
| 2/17/2025 | Ameriprise Financial Inc. | 56,726 | $2.70M | 0.0% | -19.2% | 1.194% | |
| 2/14/2025 | TD Waterhouse Canada Inc. | 158,439 | $7.53M | 0.1% | +78.2% | 3.336% | |
| 2/13/2025 | Cohen & Steers Inc. | 2,410 | $115K | 0.0% | +32.9% | 0.051% | |
| 2/13/2025 | Raymond James Financial Inc. | 12,108 | $576K | 0.0% | N/A | 0.255% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 323,477 | $15.39M | 0.0% | +6.2% | 6.810% | |
| 2/12/2025 | Disciplina Capital Management LLC | 105,843 | $5.04M | 0.8% | +1.7% | 2.228% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 7,225 | $344K | 0.0% | +9.8% | 0.152% | |
| 2/12/2025 | JPMorgan Chase & Co. | 125,471 | $5.97M | 0.0% | +106.9% | 2.641% | |
| 2/11/2025 | LPL Financial LLC | 43,259 | $2.06M | 0.0% | +32.5% | 0.911% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 34,544 | $1.64M | 0.0% | +9.3% | 0.727% | |
| 2/10/2025 | Hollencrest Capital Management | 13,397 | $637K | 0.0% | +4.6% | 0.282% | |
| 2/6/2025 | Raymond James Financial Inc. | 12,108 | $576K | 0.0% | N/A | 0.255% | |
| 2/5/2025 | US Bancorp DE | 6,122 | $291K | 0.0% | +9.6% | 0.129% | |
| 2/4/2025 | IFP Advisors Inc | 1,893 | $90K | 0.0% | +59.1% | 0.040% | |
| 2/3/2025 | FDx Advisors Inc. | 96,152 | $4.58M | 1.3% | +8.0% | 2.024% | |
| 1/31/2025 | Truist Financial Corp | 38,391 | $1.83M | 0.0% | +13.6% | 0.808% | |
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| 1/30/2025 | Strategic Financial Concepts LLC | 21,449 | $1.02M | 0.0% | N/A | 0.452% | |
| 1/30/2025 | Principal Securities Inc. | 225,401 | $10.72M | 0.2% | +6.5% | 4.745% | |
| 1/29/2025 | Alaska Wealth Advisors | 367,340 | $17.48M | 2.7% | +3.1% | 7.733% | |
| 1/29/2025 | Alaska Permanent Capital Management | 761,624 | $36.19M | 3.0% | -0.9% | 16.034% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 22,449 | $1.07M | 0.0% | +17.7% | 0.473% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 21,449 | $1.02M | 0.0% | N/A | 0.452% | |
| 1/28/2025 | Leo Wealth LLC | 5,495 | $259K | 0.0% | N/A | 0.116% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 19,028 | $905K | 0.1% | +7.2% | 0.401% | |
| 1/23/2025 | Fifth Third Securities Inc. | 4,482 | $213K | 0.0% | N/A | 0.094% | |
| 1/21/2025 | Brighton Jones LLC | 7,145 | $340K | 0.0% | N/A | 0.122% | |
| 1/16/2025 | Sugar Maple Asset Management LLC | 1,489 | $71K | 0.1% | N/A | 0.031% | |
| 1/15/2025 | Lake Street Private Wealth LLC | 14,725 | $701K | 0.1% | -3.6% | 0.310% | |
| 1/15/2025 | Seaside Wealth Management Inc. | 5,346 | $254K | 0.1% | +4.3% | 0.113% | |
| 1/7/2025 | Horizons Wealth Management | 65,005 | $3.09M | 2.4% | +22.9% | 1.369% | |
| 12/26/2024 | JPMorgan Chase & Co. | 60,629 | $3.02M | 0.0% | +551,072.7% | 1.276% | |
| 11/15/2024 | Jane Street Group LLC | 45,997 | $2.29M | 0.0% | -72.2% | 0.968% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 8,536 | $426K | 0.0% | -70.5% | 0.180% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 19,077 | $951K | 0.0% | -2.0% | 0.402% | |
| 11/5/2024 | FDx Advisors Inc. | 89,028 | $4.44M | 1.2% | -6.6% | 1.874% | |
| 11/4/2024 | Alaska Permanent Capital Management | 768,817 | $38.34M | 3.0% | +1.5% | 16.186% | |
| 11/4/2024 | Alaska Wealth Advisors | 356,404 | $17.77M | 2.7% | +52.0% | 7.503% | |
| 11/1/2024 | Leavell Investment Management Inc. | 4,123 | $206K | 0.0% | -7.2% | 0.087% | |
| 11/1/2024 | Hollencrest Capital Management | 12,809 | $639K | 0.0% | +10.0% | 0.270% | |
| 10/28/2024 | Principal Securities Inc. | 211,557 | $10.55M | 0.3% | +7.6% | 4.454% | |
| 10/28/2024 | US Bancorp DE | 5,585 | $278K | 0.0% | +16.0% | 0.118% | |
| 10/23/2024 | Silver Oak Securities Incorporated | 17,747 | $886K | 0.1% | +443,575.0% | 0.374% | |
| 8/21/2024 | Truist Financial Corp | 30,190 | $1.49M | 0.0% | +45.1% | 0.636% | |
| 8/14/2024 | Bank of Montreal Can | 73,900 | $3.71M | 0.0% | +143.4% | 1.556% | |
| 8/13/2024 | Hollencrest Capital Management | 11,641 | $575K | 0.0% | -12.0% | 0.245% | |
| 8/12/2024 | Intrepid Financial Planning Group LLC | 57,674 | $2.85M | 1.2% | -3.1% | 1.214% | |
| 8/12/2024 | Hsbc Holdings PLC | 11,898 | $588K | 0.0% | N/A | 0.250% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 287,674 | $14.21M | 0.0% | +13.3% | 6.056% | |
| 8/2/2024 | FDx Advisors Inc. | 95,337 | $4.71M | 1.3% | -2.9% | 2.007% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 6,996 | $346K | 0.0% | +14.6% | 0.147% | |
| 7/30/2024 | Wolf Group Capital Advisors | 45,569 | $2.25M | 0.9% | +348.2% | 0.959% | |
| 7/22/2024 | Alaska Wealth Advisors | 234,480 | $11.58M | 1.8% | -2.4% | 4.936% | |
| 7/22/2024 | Horizons Wealth Management | 50,917 | $2.46M | 1.9% | -44.5% | 1.072% | |
| 5/16/2024 | Jane Street Group LLC | 97,045 | $4.65M | 0.0% | +154.0% | 2.043% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 16,479 | $790K | 0.0% | -2.0% | 0.347% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 30,710 | $1.47M | 0.0% | +18.4% | 0.647% | |
| 5/2/2024 | Pullen Investment Management LLC | 9,436 | $452K | 0.4% | N/A | 0.199% | |
| 4/24/2024 | Leavell Investment Management Inc. | 5,007 | $240K | 0.0% | -4.5% | 0.107% | |
| 3/6/2024 | SageView Advisory Group LLC | 5,263 | $248K | 0.0% | -66.7% | 0.081% | |
| 2/13/2024 | Intrepid Financial Planning Group LLC | 62,494 | $2.94M | 1.4% | -15.0% | 0.961% | |
| 2/9/2024 | SageView Advisory Group LLC | 5,263 | $248K | 0.0% | -66.7% | 0.081% | |
| 2/9/2024 | InterOcean Capital Group LLC | 13,088 | $616K | 0.0% | -12.5% | 0.201% | |
| 2/8/2024 | WT Wealth Management | 9,427 | $444K | 0.2% | -7.0% | 0.145% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 25,940 | $1.22M | 0.0% | +22.8% | 0.399% | |
| 2/7/2024 | Strategic Advocates LLC | 5,941 | $280K | 0.1% | -65.7% | 0.091% | |
| 2/7/2024 | Principal Securities Inc. | 138,542 | $6.52M | 0.2% | N/A | 2.131% | |
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| 2/6/2024 | Disciplina Capital Management LLC | 105,469 | $4.96M | 0.9% | +33.7% | 1.623% | |
| 2/5/2024 | Silver Oak Securities Incorporated | 16,450 | $774K | 0.1% | +411,150.0% | 0.253% | |
| 2/2/2024 | Truist Financial Corp | 13,263 | $624K | 0.0% | +44.6% | 0.204% | |
| 2/1/2024 | Telemus Capital LLC | 46,371 | $2.18M | 0.2% | -4.7% | 0.713% | |
| 2/1/2024 | CWM LLC | 6,815 | $321K | 0.0% | +13,262.7% | 0.105% | |
| 1/30/2024 | Octavia Wealth Advisors LLC | 325,527 | $15.32M | 2.7% | +10.8% | 5.008% | |
| 1/29/2024 | ORG Partners LLC | 805 | $38K | 0.0% | N/A | 0.012% | |
| 1/24/2024 | Seaside Wealth Management Inc. | 5,125 | $241K | 0.1% | +5.1% | 0.079% | |
| 1/23/2024 | Leavell Investment Management Inc. | 5,242 | $247K | 0.0% | N/A | 0.081% | |
| 1/22/2024 | Wolf Group Capital Advisors | 10,167 | $503K | 0.2% | -7.7% | 0.156% | |
