| 5/22/2025 | Mattson Financial Services LLC | 201,230 | $9.87M | 3.0% | +51.4% | 2.407% | |
| 5/19/2025 | Jane Street Group LLC | 11,598 | $569K | 0.0% | N/A | 0.139% | |
| 5/19/2025 | SCS Capital Management LLC | 5,258 | $258K | 0.0% | N/A | 0.063% | |
| 5/16/2025 | NewEdge Advisors LLC | 65,190 | $3.20M | 0.0% | +8.8% | 0.815% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 91,437 | $4.49M | 0.1% | -17.1% | 1.143% | |
| 5/15/2025 | Evergreen Capital Management LLC | 568,595 | $27.89M | 0.9% | +123.8% | 7.107% | |
| 5/15/2025 | Tortoise Investment Management LLC | 299,259 | $14.68M | 1.5% | +2.6% | 3.741% | |
| 5/14/2025 | Compound Planning Inc. | 11,780 | $578K | 0.0% | N/A | 0.147% | |
| 5/14/2025 | Hobbs Group Advisors LLC | 112,057 | $5.50M | 2.1% | +28.1% | 1.401% | |
| 5/14/2025 | CW Advisors LLC | 584,493 | $28.67M | 0.3% | +6.0% | 7.306% | |
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| 5/12/2025 | Motley Fool Wealth Management LLC | 266,529 | $13.07M | 0.8% | -7.7% | 3.332% | |
| 5/12/2025 | Cobblestone Capital Advisors LLC NY | 942,460 | $46.23M | 2.5% | +4.3% | 11.781% | |
| 5/12/2025 | Savvy Advisors Inc. | 124,101 | $6.09M | 0.6% | +13.6% | 1.551% | |
| 5/7/2025 | New Republic Capital LLC | 14,087 | $691K | 0.3% | N/A | 0.176% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 177,190 | $8.69M | 0.2% | +17.1% | 2.215% | |
| 5/6/2025 | W.G. Shaheen & Associates DBA Whitney & Co | 168,142 | $8.25M | 0.9% | +5.1% | 2.102% | |
| 5/2/2025 | SeaBridge Investment Advisors LLC | 66,232 | $3.25M | 0.7% | +146.3% | 0.828% | |
| 5/2/2025 | Larson Financial Group LLC | 1,386 | $68K | 0.0% | +766.3% | 0.017% | |
| 5/2/2025 | Lord & Richards Wealth Management LLC | 45,957 | $2.25M | 2.6% | +706.3% | 0.574% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 460,558 | $22.59M | 0.0% | +6.0% | 5.757% | |
| 4/29/2025 | Global Wealth Management Investment Advisory Inc. | 58,380 | $2.86M | 0.6% | N/A | 0.730% | |
| 4/28/2025 | Mutual Advisors LLC | 5,722 | $279K | 0.0% | -4.9% | 0.072% | |
| 4/28/2025 | Latitude Advisors LLC | 7,455 | $366K | 0.2% | +29.6% | 0.093% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 142,965 | $6.91M | 2.3% | +14.6% | 1.787% | |
| 4/24/2025 | Legacy CG LLC | 281,687 | $13.82M | 4.5% | -0.3% | 3.512% | |
| 4/18/2025 | Cushing Capital Partners LLC | 59,242 | $2.91M | 2.6% | +19.6% | 0.739% | |
| 4/17/2025 | Howard Bailey Securities LLC | 15,558 | $763K | 0.3% | -18.8% | 0.194% | |
| 4/14/2025 | Farther Finance Advisors LLC | 7,055 | $346K | 0.0% | -68.9% | 0.088% | |
| 4/14/2025 | Park Avenue Securities LLC | 318,469 | $15.62M | 0.2% | +4.0% | 3.971% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 121,837 | $5.98M | 0.6% | +536.7% | 1.519% | |
| 4/11/2025 | AMI Investment Management Inc. | 250,753 | $12.30M | 4.0% | +5.2% | 3.127% | |
| 4/9/2025 | Paladin Wealth LLC | 57,902 | $2.84M | 2.6% | -11.1% | 0.722% | |
| 4/9/2025 | Gradient Investments LLC | 1,771,459 | $86.89M | 1.8% | -21.6% | 22.088% | |
| 4/9/2025 | Integrated Capital Management Inc. | 120,272 | $5.90M | 4.7% | +1.1% | 1.500% | |
| 4/8/2025 | Parallel Advisors LLC | 8,302 | $407K | 0.0% | +7.4% | 0.104% | |
| 3/10/2025 | Mattson Financial Services LLC | 132,916 | $6.70M | 2.1% | -6.7% | 1.787% | |
| 2/18/2025 | GTS Securities LLC | 7,534 | $362K | 0.0% | N/A | 0.120% | |
| 2/17/2025 | Vermillion & White Wealth Management Group LLC | 47,333 | $2.28M | 1.7% | +0.6% | 0.751% | |
| 2/17/2025 | Advocacy Wealth Management Services LLC | 5,420 | $261K | 0.0% | -99.3% | 0.086% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 110,355 | $5.31M | 0.1% | +30.2% | 1.752% | |
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| 2/13/2025 | NewEdge Advisors LLC | 59,906 | $2.88M | 0.0% | +241.5% | 0.951% | |
| 2/13/2025 | Evergreen Capital Management LLC | 254,101 | $12.22M | 0.4% | N/A | 4.033% | |
| 2/13/2025 | Savvy Advisors Inc. | 109,228 | $5.25M | 0.6% | N/A | 1.734% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 434,492 | $20.90M | 0.0% | -0.6% | 6.897% | |
| 2/12/2025 | Hobbs Group Advisors LLC | 87,504 | $4.21M | 1.6% | +53.0% | 1.389% | |
| 2/12/2025 | Motley Fool Wealth Management LLC | 288,817 | $13.86M | 0.7% | -1.7% | 4.584% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 551,338 | $26.52M | 0.4% | +9.8% | 8.751% | |
| 2/10/2025 | Parallel Advisors LLC | 7,730 | $372K | 0.0% | +1,089.2% | 0.123% | |
| 2/10/2025 | Farther Finance Advisors LLC | 22,701 | $1.09M | 0.0% | -79.2% | 0.360% | |
| 2/7/2025 | Cushing Capital Partners LLC | 49,548 | $2.38M | 2.3% | N/A | 0.786% | |
| 2/5/2025 | Maripau Wealth Management LLC | 13,105 | $630K | 0.4% | +21.2% | 0.208% | |
| 2/5/2025 | Cobblestone Capital Advisors LLC NY | 903,759 | $43.47M | 2.4% | +3.5% | 14.345% | |
| 2/4/2025 | Brown Financial Advisors | 169,927 | $8.17M | 3.3% | +81.7% | 2.697% | |
| 2/4/2025 | W.G. Shaheen & Associates DBA Whitney & Co | 159,949 | $7.69M | 0.8% | +4.7% | 2.539% | |
| 1/30/2025 | Puff Wealth Management LLC | 14,365 | $691K | 1.1% | N/A | 0.228% | |
| 1/30/2025 | Lord & Richards Wealth Management LLC | 5,700 | $274K | 0.6% | N/A | 0.090% | |
| 1/29/2025 | Howard Bailey Securities LLC | 19,164 | $922K | 0.3% | -3.4% | 0.304% | |
| 1/29/2025 | Paladin Wealth LLC | 65,110 | $3.13M | 2.7% | +138.3% | 1.033% | |
| 1/27/2025 | Legacy CG LLC | 282,463 | $13.59M | 4.2% | +6.0% | 4.484% | |
| 1/24/2025 | SeaBridge Investment Advisors LLC | 26,890 | $1.29M | 0.3% | +1.2% | 0.427% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 151,368 | $7.28M | 0.1% | -25.8% | 2.403% | |
| 1/21/2025 | Gradient Investments LLC | 2,260,404 | $108.73M | 2.2% | +75.6% | 35.879% | |
| 1/16/2025 | AMI Investment Management Inc. | 238,269 | $11.46M | 3.7% | +12.9% | 3.782% | |
| 1/15/2025 | Astoria Portfolio Advisors LLC. | 124,709 | $5.91M | 2.1% | -27.3% | 1.980% | |
| 1/14/2025 | Park Avenue Securities LLC | 306,307 | $14.73M | 0.2% | -0.8% | 4.862% | |
| 1/14/2025 | Integrated Capital Management Inc. | 118,925 | $5.72M | 4.5% | -0.9% | 1.888% | |
| 1/14/2025 | Signal Advisors Wealth LLC | 19,136 | $920K | 0.1% | +77.0% | 0.304% | |
| 1/10/2025 | Sugarloaf Wealth Management LLC | 62,531 | $3.01M | 0.5% | +4.6% | 0.993% | |
| 1/6/2025 | Canandaigua National Trust Co of Florida | 11,334 | $545K | 0.4% | N/A | 0.180% | |
| 11/18/2024 | Hobbs Group Advisors LLC | 57,199 | $2.88M | 1.0% | N/A | 0.908% | |
| 11/18/2024 | Brown Financial Advisors | 93,516 | $4.71M | 1.9% | -35.8% | 1.484% | |
| 11/15/2024 | MML Investors Services LLC | 15,190 | $765K | 0.0% | -60.6% | 0.241% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 7,784 | $392K | 0.0% | +10.2% | 0.124% | |
| 11/15/2024 | Motley Fool Wealth Management LLC | 293,859 | $14.81M | 0.7% | -3.7% | 4.664% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 84,731 | $4.27M | 0.1% | +8.8% | 1.345% | |
| 11/14/2024 | Cobblestone Capital Advisors LLC NY | 873,528 | $44.02M | 2.5% | N/A | 13.866% | |
| 11/8/2024 | W.G. Shaheen & Associates DBA Whitney & Co | 152,759 | $7.70M | 0.8% | +3.6% | 2.425% | |
| 11/7/2024 | Peterson Financial Group Inc. | 2,567 | $129K | 0.5% | N/A | 0.041% | |
| 11/1/2024 | Advocacy Wealth Management Services LLC | 812,207 | $40.93M | 3.2% | +1.3% | 12.892% | |
| 10/30/2024 | Legacy CG LLC | 266,461 | $13.43M | 4.4% | +6.3% | 4.230% | |
| 10/29/2024 | Latitude Advisors LLC | 5,948 | $300K | 0.2% | N/A | 0.094% | |
| 10/29/2024 | Farther Finance Advisors LLC | 109,383 | $5.51M | 0.2% | +134.3% | 1.736% | |
| 10/22/2024 | Maripau Wealth Management LLC | 10,809 | $545K | 0.5% | +32.8% | 0.172% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 204,038 | $10.28M | 0.2% | +743.1% | 3.239% | |
| 10/11/2024 | Paladin Wealth LLC | 27,317 | $1.38M | 1.2% | N/A | 0.434% | |
| 10/8/2024 | Mattson Financial Services LLC | 142,469 | $6.87M | 2.4% | -0.4% | 2.261% | |
| 10/8/2024 | Sugarloaf Wealth Management LLC | 59,809 | $3.01M | 0.6% | -3.9% | 0.949% | |
| 10/8/2024 | Integrated Capital Management Inc. | 120,036 | $6.05M | 4.7% | -2.4% | 1.905% | |
| 10/4/2024 | AMI Investment Management Inc. | 211,126 | $10.64M | 3.6% | +0.7% | 3.351% | |
| 10/3/2024 | Park Avenue Securities LLC | 308,725 | $15.56M | 0.2% | N/A | 4.900% | |
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| 9/30/2024 | Mattson Financial Services LLC | 143,040 | $6.90M | 2.5% | N/A | 2.270% | |
| 8/30/2024 | Brown Financial Advisors | 145,695 | $7.03M | 3.1% | N/A | 2.313% | |
| 8/13/2024 | AE Wealth Management LLC | 7,045 | $340K | 0.0% | -4.6% | 0.112% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 463,608 | $22.37M | 0.0% | -0.4% | 7.359% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 24,201 | $1.17M | 0.0% | N/A | 0.384% | |
| 8/2/2024 | Tortoise Investment Management LLC | 289,070 | $13.95M | 1.6% | +14.7% | 4.588% | |
| 8/1/2024 | Cravens & Co Advisors LLC | 24,157 | $1.17M | 0.9% | -1.6% | 0.383% | |
| 8/1/2024 | SeaBridge Investment Advisors LLC | 21,393 | $1.03M | 0.3% | +12.6% | 0.340% | |
| 7/31/2024 | Farther Finance Advisors LLC | 46,692 | $2.22M | 0.1% | +14.1% | 0.741% | |
| 7/31/2024 | W.G. Shaheen & Associates DBA Whitney & Co | 147,391 | $7.11M | 0.8% | +4.4% | 2.340% | |
