| 4/30/2025 | Narus Financial Partners LLC | 249,421 | $3.57M | 1.2% | +23.0% | 1.680% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 193,432 | $2.77M | 0.0% | +12.6% | 1.303% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 45,400 | $634K | 0.0% | -34.2% | 0.306% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 44,673 | $640K | 0.0% | -8.6% | 0.301% | |
| 4/10/2025 | Fluent Financial LLC | 113,203 | $1.62M | 0.7% | N/A | 0.762% | |
| 4/4/2025 | Quent Capital LLC | 3,203 | $46K | 0.0% | -92.9% | 0.022% | |
| 2/14/2025 | Jane Street Group LLC | 66,948 | $958K | 0.0% | +445.5% | 0.402% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 171,713 | $2.46M | 0.0% | +21.2% | 1.031% | |
| 2/13/2025 | Wells Fargo & Company MN | 1,711,175 | $24.49M | 0.0% | +8.9% | 10.277% | |
| 2/13/2025 | Prudential PLC | 553,772 | $7.92M | 0.0% | -1.9% | 3.326% | |
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| 2/12/2025 | Arete Wealth Advisors LLC | 124,573 | $1.78M | 0.1% | N/A | 0.748% | |
| 2/11/2025 | LPL Financial LLC | 184,412 | $2.64M | 0.0% | +39.5% | 1.108% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 128,060 | $1.83M | 0.0% | +3.0% | 0.769% | |
| 2/7/2025 | HighTower Advisors LLC | 18,388 | $263K | 0.0% | -5.4% | 0.110% | |
| 2/7/2025 | Ashton Thomas Private Wealth LLC | 15,888 | $227K | 0.0% | -33.7% | 0.095% | |
| 2/3/2025 | Private Advisor Group LLC | 17,500 | $250K | 0.0% | -25.8% | 0.105% | |
| 1/27/2025 | Rik Saylor Financial Inc. | 12,276 | $176K | 0.2% | N/A | 0.074% | |
| 1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 69,000 | $971K | 0.0% | -18.0% | 0.414% | |
| 1/23/2025 | Narus Financial Partners LLC | 202,750 | $2.90M | 1.0% | +21.0% | 1.218% | |
| 12/26/2024 | JPMorgan Chase & Co. | 4,077 | $57K | 0.0% | -61.4% | 0.024% | |
| 11/15/2024 | Jane Street Group LLC | 12,272 | $171K | 0.0% | -96.9% | 0.074% | |
| 11/13/2024 | BNP Paribas Financial Markets | 23,586 | $329K | 0.0% | +1,584.7% | 0.142% | |
| 10/28/2024 | US Bancorp DE | 2,500 | $35K | 0.0% | -29.6% | 0.015% | |
| 10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 84,100 | $1.18M | 0.0% | -8.8% | 0.505% | |
| 10/19/2024 | Narus Financial Partners LLC | 167,496 | $2.34M | 0.8% | +3.3% | 1.006% | |
| 10/16/2024 | Good Life Advisors LLC | 10,264 | $143K | 0.0% | N/A | 0.062% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 134,950 | $2.14M | 0.0% | -28.0% | 0.811% | |
| 8/7/2024 | Prudential PLC | 565,972 | $9.01M | 0.1% | +7.8% | 3.399% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 24,311 | $385K | 0.0% | -10.2% | 0.146% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 124,994 | $1.98M | 0.0% | -1.3% | 0.751% | |
| 7/26/2024 | Callan Family Office LLC | 21,050 | $334K | 0.1% | N/A | 0.126% | |
| 7/17/2024 | Narus Financial Partners LLC | 162,181 | $2.57M | 1.0% | -4.6% | 0.974% | |
| 7/12/2024 | First National Corp MA ADV | 188,439 | $2.99M | 0.7% | -20.9% | 1.132% | |
| 7/10/2024 | Valeo Financial Advisors LLC | 10,911 | $173K | 0.0% | N/A | 0.066% | |
| 5/7/2024 | WNY Asset Management LLC | 12,064 | $187K | 0.0% | N/A | 0.072% | |
| 5/7/2024 | Allegheny Financial Group LTD | 13,988 | $217K | 0.1% | N/A | 0.084% | |
| 5/7/2024 | PFG Advisors | 13,464 | $209K | 0.0% | -7.3% | 0.081% | |
| 5/1/2024 | BNP Paribas Financial Markets | 24,943 | $388K | 0.0% | +15.8% | 0.153% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 97,300 | $1.51M | 0.0% | +5.8% | 0.597% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 126,694 | $1.97M | 0.0% | -1.0% | 0.777% | |
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| 4/18/2024 | Narus Financial Partners LLC | 169,955 | $2.64M | 1.1% | +14.9% | 1.043% | |
| 4/15/2024 | First National Corp MA ADV | 238,112 | $3.70M | 0.9% | -0.7% | 1.465% | |
| 4/9/2024 | Mather Group LLC. | 2,100 | $33K | 0.0% | N/A | 0.013% | |
| 2/14/2024 | Prudential PLC | 548,872 | $7.70M | 0.1% | +15.6% | 3.378% | |
| 2/12/2024 | Scotia Capital Inc. | 10,204 | $142K | 0.0% | N/A | 0.063% | |
| 2/9/2024 | Wells Fargo & Company MN | 1,699,793 | $23.64M | 0.0% | -5.9% | 10.460% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 13,573 | $189K | 0.0% | +7.7% | 0.084% | |
| 2/6/2024 | Lincoln National Corp | 27,947 | $389K | 0.0% | +28.2% | 0.172% | |
| 2/6/2024 | National Bank of Canada FI | 2,200 | $30K | 0.0% | N/A | 0.014% | |
| 1/25/2024 | Narus Financial Partners LLC | 147,971 | $2.06M | 1.0% | -13.8% | 0.911% | |
| 1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 92,000 | $1.28M | 0.0% | -11.5% | 0.566% | |
| 1/24/2024 | Asset Management One Co. Ltd. | 136,500 | $1.90M | 0.0% | +11.4% | 0.840% | |
| 1/19/2024 | PFG Advisors | 14,529 | $202K | 0.0% | -11.9% | 0.089% | |
| 1/18/2024 | Global Retirement Partners LLC | 11,550 | $162K | 0.0% | N/A | 0.071% | |
| 1/18/2024 | First National Corp MA ADV | 239,681 | $3.33M | 0.8% | -34.0% | 1.475% | |
| 1/10/2024 | Cornerstone Wealth Management LLC | 13,665 | $190K | 0.0% | N/A | 0.084% | |
| 11/15/2023 | Integrated Wealth Concepts LLC | 67,973 | $1.20M | 0.0% | N/A | 0.418% | |
| 11/13/2023 | Prudential PLC | 474,972 | $8.51M | 0.1% | -9.3% | 2.923% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 13,046 | $230K | 0.0% | -40.6% | 0.080% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 12,604 | $222K | 0.0% | -19.4% | 0.078% | |
| 11/6/2023 | Aveo Capital Partners LLC | 10,098 | $178K | 0.0% | N/A | 0.062% | |
| 11/3/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 11,155 | $197K | 0.0% | -20.0% | 0.069% | |
| 10/30/2023 | Narus Financial Partners LLC | 171,754 | $3.03M | 1.6% | +4.1% | 1.057% | |
| 10/26/2023 | Mirae Asset Global Investments Co. Ltd. | 104,000 | $1.84M | 0.0% | -13.0% | 0.640% | |
| 10/24/2023 | First National Corp MA ADV | 363,205 | $6.41M | 1.7% | +72.4% | 2.235% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 125,624 | $2.22M | 0.0% | -2.8% | 0.773% | |
| 10/19/2023 | Asset Management One Co. Ltd. | 122,500 | $2.16M | 0.0% | -28.2% | 0.754% | |
| 10/13/2023 | PFG Advisors | 16,486 | $291K | 0.0% | -3.7% | 0.101% | |
| 10/10/2023 | Savior LLC | 74,588 | $1.32M | 9.1% | N/A | 0.459% | |
| 8/30/2023 | Narus Financial Partners LLC | 165,037 | $2.33M | 1.2% | +3.7% | 1.016% | |
| 8/14/2023 | Eqis Capital Management Inc. | 15,135 | $214K | 0.0% | N/A | 0.093% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 129,182 | $1.82M | 0.0% | +1.6% | 0.795% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 40,802 | $576K | 0.0% | -8.5% | 0.251% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 177,972 | $2.51M | 0.0% | -17.4% | 0.965% | |
| 8/4/2023 | Apollon Wealth Management LLC | 18,890 | $267K | 0.0% | N/A | 0.102% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 21,968 | $310K | 0.0% | -6.1% | 0.119% | |
| 7/31/2023 | LPL Financial LLC | 113,882 | $1.61M | 0.0% | -3.1% | 0.617% | |
| 7/31/2023 | First National Corp MA ADV | 210,658 | $2.97M | 0.7% | N/A | 1.142% | |
| 7/26/2023 | Fifth Third Bancorp | 1,845 | $26K | 0.0% | +210.1% | 0.010% | |
| 7/20/2023 | PFG Advisors | 17,123 | $242K | 0.0% | -9.3% | 0.093% | |
| 7/18/2023 | Virtue Capital Management LLC | 33,543 | $480K | 0.1% | -7.4% | 0.182% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 54,507 | $770K | 0.0% | -11.2% | 0.295% | |
| 6/27/2023 | Narus Financial Partners LLC | 159,182 | $2.32M | 1.3% | N/A | 0.863% | |
| 5/12/2023 | Prudential PLC | 545,372 | $7.83M | 0.1% | +9.0% | 2.783% | |
| 5/10/2023 | Private Advisor Group LLC | 25,192 | $367K | 0.0% | N/A | 0.129% | |
| 5/9/2023 | Finer Wealth Management Inc. | 18,245 | $266K | 0.2% | -6.8% | 0.093% | |
| 5/8/2023 | WealthShield Partners LLC | 1,800 | $26K | 0.0% | N/A | 0.009% | |
| 5/4/2023 | Mirae Asset Global Investments Co. Ltd. | 120,000 | $1.75M | 0.0% | +5.7% | 0.612% | |
| 4/28/2023 | Avantax Advisory Services Inc. | 16,888 | $246K | 0.0% | -80.5% | 0.086% | |
| 4/17/2023 | Fifth Third Securities Inc. | 295,859 | $4.31M | 0.5% | -17.3% | 1.509% | |
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| 4/5/2023 | Empowered Funds LLC | 182,187 | $2.65M | 0.2% | N/A | 0.930% | |
| 3/15/2023 | B. Riley Wealth Advisors Inc. | 25,950 | $395K | 0.0% | +4.1% | 0.132% | |
| 2/13/2023 | Wells Fargo & Company MN | 2,361,107 | $35.91M | 0.0% | -19.7% | 12.046% | |
| 2/13/2023 | Atria Wealth Solutions Inc. | 23,396 | $356K | 0.0% | -20.1% | 0.119% | |
| 2/10/2023 | Advisor Group Holdings Inc. | 387,823 | $5.90M | 0.0% | +8.8% | 1.979% | |
| 2/9/2023 | Mirae Asset Global Investments Co. Ltd. | 113,500 | $1.73M | 0.0% | -0.9% | 0.579% | |
| 2/9/2023 | Prudential PLC | 500,372 | $7.45M | 0.1% | -2.9% | 2.553% | |
| 2/8/2023 | UBS Group AG | 354,842 | $5.40M | 0.0% | +141.7% | 1.810% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 63,390 | $964K | 0.0% | -4.5% | 0.323% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 131,416 | $2.00M | 0.0% | +2.5% | 0.670% | |
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