| 5/22/2025 | BOS Asset Management LLC | 4,070 | $205K | 0.1% | +11.7% | 0.190% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 5,037 | $254K | 0.0% | -27.3% | 0.235% | |
| 5/16/2025 | NewEdge Advisors LLC | 586 | $30K | 0.0% | -94.7% | 0.027% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 4,518 | $227K | 0.0% | -12.8% | 0.211% | |
| 5/14/2025 | Flow Traders U.S. LLC | 30,937 | $1.56M | 0.1% | +624.0% | 1.446% | |
| 5/7/2025 | LPL Financial LLC | 53,290 | $2.68M | 0.0% | -76.7% | 2.456% | |
| 5/2/2025 | Independent Wealth Network Inc. | 5,813 | $293K | 0.1% | -7.1% | 0.268% | |
| 5/2/2025 | Concord Wealth Partners | 573 | $29K | 0.0% | -55.8% | 0.026% | |
| 5/2/2025 | Wealthfront Advisers LLC | 13,005 | $655K | 0.0% | +171.7% | 0.599% | |
| 4/30/2025 | Abound Financial LLC | 4,690 | $236K | 0.1% | -18.6% | 0.216% | |
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| 4/24/2025 | Mascoma Wealth Management LLC | 540 | $27K | 0.0% | -34.9% | 0.025% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 1,060 | $54K | 0.0% | +107.4% | 0.049% | |
| 4/22/2025 | WealthCare Investment Partners LLC | 10,338 | $473K | 0.2% | -37.1% | 0.476% | |
| 4/21/2025 | Trivant Custom Portfolio Group LLC | 850 | $43K | 0.0% | N/A | 0.039% | |
| 4/14/2025 | Farther Finance Advisors LLC | 2,973 | $151K | 0.0% | +35.4% | 0.128% | |
| 2/25/2025 | Heck Capital Advisors LLC | 529 | $32K | 0.0% | N/A | 0.022% | |
| 2/18/2025 | GTS Securities LLC | 7,257 | $439K | 0.0% | N/A | 0.225% | |
| 2/17/2025 | Investor s Fiduciary Advisor Network LLC | 3,417 | $206K | 0.1% | N/A | 0.106% | |
| 2/17/2025 | Bank of America Corp DE | 120,901 | $7.32M | 0.0% | +136.5% | 3.755% | |
| 2/17/2025 | Ameriprise Financial Inc. | 6,980 | $423K | 0.0% | N/A | 0.217% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 8,753 | $530K | 0.0% | -3.1% | 0.272% | |
| 2/14/2025 | BOS Asset Management LLC | 3,645 | $221K | 0.1% | +8.6% | 0.113% | |
| 2/13/2025 | NewEdge Advisors LLC | 11,021 | $667K | 0.0% | -16.6% | 0.342% | |
| 2/13/2025 | Raymond James Financial Inc. | 5,547 | $336K | 0.0% | N/A | 0.172% | |
| 2/13/2025 | Wells Fargo & Company MN | 70,221 | $4.25M | 0.0% | +70.0% | 2.181% | |
| 2/11/2025 | LPL Financial LLC | 229,168 | $13.88M | 0.0% | +1.0% | 7.117% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 9,315 | $564K | 0.0% | -10.0% | 0.289% | |
| 2/7/2025 | HighTower Advisors LLC | 6,661 | $403K | 0.0% | -3.4% | 0.207% | |
| 2/6/2025 | Opulen Financial Group LLC | 12,579 | $762K | 0.7% | N/A | 0.391% | |
| 2/6/2025 | Raymond James Financial Inc. | 5,547 | $336K | 0.0% | N/A | 0.172% | |
| 2/4/2025 | Exchange Capital Management Inc. | 25,120 | $1.52M | 0.2% | +7.5% | 0.780% | |
| 2/4/2025 | Abound Financial LLC | 5,759 | $349K | 0.2% | N/A | 0.179% | |
| 2/3/2025 | WealthCare Investment Partners LLC | 16,431 | $1.04M | 0.5% | -6.3% | 0.510% | |
| 1/29/2025 | MeadowBrook Investment Advisors LLC | 5,438 | $329K | 0.3% | -6.2% | 0.169% | |
| 1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 511 | $31K | 0.0% | +102.0% | 0.016% | |
| 1/23/2025 | Heck Capital Advisors LLC | 529 | $32K | 0.0% | N/A | 0.016% | |
| 1/21/2025 | Flagship Harbor Advisors LLC | 4,696 | $284K | 0.0% | +3.9% | 0.146% | |
| 1/17/2025 | Independent Wealth Network Inc. | 6,259 | $379K | 0.2% | -13.0% | 0.194% | |
| 11/15/2024 | MML Investors Services LLC | 4,455 | $293K | 0.0% | -38.5% | 0.138% | |
| 11/6/2024 | MeadowBrook Investment Advisors LLC | 5,798 | $381K | 0.3% | -3.3% | 0.180% | |
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| 10/28/2024 | Creative Financial Designs Inc. ADV | 575 | $38K | 0.0% | -25.7% | 0.018% | |
| 10/24/2024 | Concord Wealth Partners | 1,426 | $94K | 0.0% | -57.7% | 0.044% | |
| 10/16/2024 | BOS Asset Management LLC | 3,355 | $221K | 0.1% | N/A | 0.104% | |
| 10/8/2024 | WealthCare Investment Partners LLC | 17,542 | $1.14M | 0.5% | +4.9% | 0.545% | |
| 10/4/2024 | HBW Advisory Services LLC | 4,240 | $279K | 0.0% | -15.5% | 0.132% | |
| 8/2/2024 | Mascoma Wealth Management LLC | 829 | $50K | 0.0% | -17.8% | 0.026% | |
| 8/1/2024 | Verus Capital Partners LLC | 1,804 | $109K | 0.0% | N/A | 0.056% | |
| 7/31/2024 | Spinnaker Trust | 33,375 | $2.01M | 0.1% | -28.4% | 1.036% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 12,998 | $784K | 0.0% | -10.7% | 0.404% | |
| 7/23/2024 | Exchange Capital Management Inc. | 30,495 | $1.84M | 0.3% | +2.5% | 0.947% | |
| 7/23/2024 | MFA Wealth Advisors LLC | 1,133 | $68K | 0.0% | N/A | 0.035% | |
| 7/18/2024 | WealthCare Investment Partners LLC | 16,729 | $1.01M | 0.5% | +13.8% | 0.520% | |
| 7/9/2024 | Lynx Investment Advisory | 834 | $50K | 0.0% | N/A | 0.026% | |
| 7/5/2024 | HBW Advisory Services LLC | 5,016 | $303K | 0.1% | N/A | 0.156% | |
| 5/20/2024 | Independent Wealth Network Inc. | 7,460 | $483K | 0.2% | +9.4% | 0.232% | |
| 4/30/2024 | Concord Wealth Partners | 5,355 | $347K | 0.1% | -20.9% | 0.165% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 14,554 | $943K | 0.0% | +5.0% | 0.449% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 1,839 | $119K | 0.0% | N/A | 0.057% | |
| 4/24/2024 | CENTRAL TRUST Co | 882 | $57K | 0.0% | -43.5% | 0.027% | |
| 4/18/2024 | Exchange Capital Management Inc. | 29,761 | $1.93M | 0.3% | +0.7% | 0.919% | |
| 4/15/2024 | WealthCare Investment Partners LLC | 14,705 | $952K | 0.5% | +32.1% | 0.454% | |
| 2/9/2024 | CreativeOne Wealth LLC | 31,393 | $2.25M | 0.1% | +11.2% | 0.789% | |
| 2/8/2024 | Exchange Capital Management Inc. | 29,554 | $2.12M | 0.4% | +2.2% | 0.743% | |
| 2/7/2024 | VisionPoint Advisory Group LLC | 540 | $39K | 0.0% | N/A | 0.014% | |
| 2/6/2024 | MeadowBrook Investment Advisors LLC | 6,363 | $456K | 0.4% | N/A | 0.160% | |
| 2/6/2024 | Concord Wealth Partners | 6,771 | $486K | 0.1% | -22.8% | 0.170% | |
| 2/2/2024 | Spinnaker Trust | 54,203 | $3.89M | 0.3% | +1,075.8% | 1.362% | |
| 2/1/2024 | CWM LLC | 1,289 | $92K | 0.0% | -20.8% | 0.032% | |
| 1/30/2024 | Capital Analysts LLC | 20,610 | $1.48M | 0.1% | +1.4% | 0.518% | |
| 1/25/2024 | International Assets Investment Management LLC | 6,600 | $473K | 0.0% | N/A | 0.166% | |
| 1/24/2024 | International Assets Investment Management LLC | 6,600 | $473K | 0.0% | N/A | 0.166% | |
| 1/24/2024 | Mascoma Wealth Management LLC | 1,165 | $84K | 0.0% | -45.9% | 0.029% | |
| 1/23/2024 | Better Money Decisions LLC | 3,255 | $233K | 0.2% | -18.0% | 0.082% | |
| 1/18/2024 | Good Life Advisors LLC | 3,721 | $267K | 0.0% | -21.3% | 0.093% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 13,422 | $963K | 0.0% | -52.0% | 0.337% | |
| 1/12/2024 | Archford Capital Strategies LLC | 5,117 | $367K | 0.1% | -25.2% | 0.129% | |
| 1/12/2024 | Independent Wealth Network Inc. | 6,819 | $489K | 0.3% | +79.9% | 0.171% | |
| 1/10/2024 | Creative Financial Designs Inc. ADV | 4,053 | $291K | 0.0% | +24.7% | 0.102% | |
| 11/30/2023 | Modera Wealth Management LLC | 17,753 | $1.20M | 0.0% | N/A | 0.446% | |
| 11/13/2023 | LPL Financial LLC | 176,174 | $11.88M | 0.0% | +11.0% | 4.426% | |
| 11/13/2023 | Kestra Advisory Services LLC | 4,570 | $308K | 0.0% | +51.4% | 0.115% | |
| 11/9/2023 | USAdvisors Wealth Management LLC | 8,259 | $557K | 0.2% | +7.5% | 0.208% | |
| 11/8/2023 | Spinnaker Trust | 4,610 | $311K | 0.0% | +65.5% | 0.116% | |
| 11/8/2023 | Spire Wealth Management | 1,862 | $126K | 0.0% | N/A | 0.047% | |
| 11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 4,480 | $302K | 0.0% | -6.2% | 0.113% | |
| 11/6/2023 | Phoenix Wealth Advisors | 4,358 | $294K | 0.2% | N/A | 0.109% | |
| 11/3/2023 | Private Advisor Group LLC | 3,378 | $228K | 0.0% | -8.3% | 0.085% | |
| 11/1/2023 | Wealthfront Advisers LLC | 11,010 | $743K | 0.0% | +38.3% | 0.277% | |
| 10/26/2023 | CENTRAL TRUST Co | 1,537 | $104K | 0.0% | +33.0% | 0.039% | |
| 10/25/2023 | Concord Wealth Partners | 8,769 | $592K | 0.1% | -13.4% | 0.220% | |
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| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 27,978 | $1.89M | 0.0% | -40.4% | 0.703% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 11,382 | $768K | 0.0% | -4.2% | 0.286% | |
| 10/23/2023 | YHB Investment Advisors Inc. | 3,690 | $249K | 0.0% | -7.5% | 0.093% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 19,769 | $1.33M | 0.0% | -17.9% | 0.497% | |
| 10/17/2023 | CreativeOne Wealth LLC | 28,227 | $1.90M | 0.1% | -3.6% | 0.709% | |
| 10/11/2023 | Stonehearth Capital Management LLC | 57,736 | $3.90M | 2.1% | +5.7% | 1.451% | |
| 10/11/2023 | CWM LLC | 1,628 | $110K | 0.0% | +261.8% | 0.041% | |
| 10/10/2023 | WealthCare Investment Partners LLC | 11,183 | $725K | 0.4% | +7.4% | 0.281% | |
| 10/10/2023 | Founders Capital Management | 753 | $51K | 0.0% | -75.3% | 0.019% | |
| 8/21/2023 | VisionPoint Advisory Group LLC | 540 | $46K | 0.0% | N/A | 0.014% | |
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