| 5/21/2025 | Geneos Wealth Management Inc. | 657 | $28K | 0.0% | N/A | 0.007% | |
| 5/16/2025 | Jones Financial Companies Lllp | 213,838 | $9.08M | 0.0% | +980.8% | 2.444% | |
| 5/15/2025 | Flputnam Investment Management Co. | 42,061 | $1.79M | 0.0% | N/A | 0.481% | |
| 5/15/2025 | Royal Bank of Canada | 28,166 | $1.20M | 0.0% | +5.8% | 0.322% | |
| 5/15/2025 | Baird Financial Group Inc. | 63,973 | $2.72M | 0.0% | -0.5% | 0.731% | |
| 5/14/2025 | Comerica Bank | 21,607 | $917K | 0.0% | +3.7% | 0.247% | |
| 5/14/2025 | D.B. Root & Company LLC | 13,057 | $554K | 0.2% | N/A | 0.149% | |
| 5/14/2025 | Flow Traders U.S. LLC | 101,045 | $4.29M | 0.2% | N/A | 1.155% | |
| 5/14/2025 | Vertex Planning Partners LLC | 14,052 | $597K | 0.1% | -37.6% | 0.161% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 90,007 | $3.82M | 0.0% | +2.3% | 1.029% | |
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| 5/13/2025 | Raymond James Financial Inc. | 83,232 | $3.53M | 0.0% | +16.7% | 0.951% | |
| 5/13/2025 | HighTower Advisors LLC | 7,525 | $320K | 0.0% | -9.5% | 0.086% | |
| 5/12/2025 | American Alpha Advisors LLC | 12,235 | $520K | 0.4% | +18.8% | 0.140% | |
| 5/12/2025 | WealthPlan Investment Management LLC | 44,225 | $1.88M | 0.2% | -14.8% | 0.505% | |
| 5/9/2025 | Wealthspire Advisors LLC | 141,858 | $6.02M | 0.0% | -4.6% | 1.621% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 43,176 | $1.83M | 0.0% | -17.5% | 0.493% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 2,093 | $89K | 0.0% | +13.2% | 0.024% | |
| 5/8/2025 | Clearwater Capital Advisors LLC | 11,853 | $503K | 0.0% | -3.8% | 0.135% | |
| 5/8/2025 | Moors & Cabot Inc. | 43,156 | $1.83M | 0.1% | N/A | 0.493% | |
| 5/7/2025 | LPL Financial LLC | 600,102 | $25.48M | 0.0% | -7.1% | 6.858% | |
| 5/7/2025 | HB Wealth Management LLC | 7,000 | $297K | 0.0% | N/A | 0.080% | |
| 5/5/2025 | Formidable Asset Management LLC | 53,332 | $2.27M | 0.4% | -31.5% | 0.610% | |
| 4/30/2025 | Principal Securities Inc. | 1,174 | $50K | 0.0% | +43.3% | 0.013% | |
| 4/30/2025 | Greenleaf Trust | 80,630 | $3.42M | 0.0% | -1.1% | 0.921% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 156,994 | $6.67M | 0.0% | -2.8% | 1.794% | |
| 4/29/2025 | Bank of New York Mellon Corp | 5,623 | $239K | 0.0% | N/A | 0.064% | |
| 4/28/2025 | Lansing Street Advisors | 19,835 | $842K | 0.3% | N/A | 0.227% | |
| 4/22/2025 | Evanson Asset Management LLC | 96,459 | $4.10M | 0.3% | -0.6% | 1.102% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 5,868 | $249K | 0.0% | -4.4% | 0.067% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 80,693 | $3.43M | 0.1% | -1.4% | 0.922% | |
| 4/14/2025 | Wealthcare Capital Partners LLC | 17,483 | $742K | 0.4% | +36.3% | 0.200% | |
| 4/10/2025 | Breakwater Capital Group | 33,664 | $1.43M | 0.3% | -6.1% | 0.385% | |
| 4/8/2025 | LVM Capital Management Ltd. MI | 5,330 | $226K | 0.0% | -9.4% | 0.061% | |
| 2/19/2025 | Formidable Asset Management LLC | 77,909 | $2.94M | 0.5% | -21.5% | 0.927% | |
| 2/17/2025 | Cetera Investment Advisers | 74,062 | $2.80M | 0.0% | +5.1% | 0.882% | |
| 2/17/2025 | Cahill Financial Advisors Inc. | 94,208 | $3.56M | 0.5% | +2.0% | 1.122% | |
| 2/17/2025 | Baird Financial Group Inc. | 64,290 | $2.43M | 0.0% | -3.1% | 0.765% | |
| 2/17/2025 | Bank of America Corp DE | 1,394,877 | $52.70M | 0.0% | +1.2% | 16.606% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 52,393 | $1.98M | 0.0% | -10.4% | 0.624% | |
| 2/14/2025 | Comerica Bank | 20,833 | $787K | 0.0% | +5.6% | 0.248% | |
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| 2/14/2025 | Beacon Pointe Advisors LLC | 166,924 | $6.31M | 0.1% | -10.3% | 1.987% | |
| 2/14/2025 | Stifel Financial Corp | 7,568 | $286K | 0.0% | +15.9% | 0.090% | |
| 2/13/2025 | Mariner LLC | 284,900 | $10.76M | 0.0% | +48.6% | 3.392% | |
| 2/13/2025 | Raymond James Financial Inc. | 71,303 | $2.69M | 0.0% | N/A | 0.849% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 161,588 | $6.11M | 0.0% | +3.2% | 1.924% | |
| 2/13/2025 | Wells Fargo & Company MN | 51,128 | $1.93M | 0.0% | -5.3% | 0.609% | |
| 2/12/2025 | Vertex Planning Partners LLC | 22,506 | $850K | 0.2% | -93.2% | 0.268% | |
| 2/12/2025 | JPMorgan Chase & Co. | 1,134 | $43K | 0.0% | -54.6% | 0.014% | |
| 2/11/2025 | LPL Financial LLC | 645,992 | $24.41M | 0.0% | +10.4% | 7.690% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 13,074 | $494K | 0.0% | -56.7% | 0.156% | |
| 2/7/2025 | Independent Advisor Alliance | 8,537 | $323K | 0.0% | N/A | 0.102% | |
| 2/7/2025 | Axis Wealth Partners LLC | 7,595 | $287K | 0.2% | N/A | 0.090% | |
| 2/6/2025 | Raymond James Financial Inc. | 71,303 | $2.69M | 0.0% | N/A | 0.849% | |
| 2/6/2025 | Patten Group Inc. | 14,108 | $533K | 0.1% | -21.2% | 0.168% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 87,974 | $3.32M | 0.0% | +1.1% | 1.047% | |
| 2/6/2025 | Jones Financial Companies Lllp | 19,786 | $747K | 0.0% | +154.3% | 0.236% | |
| 2/4/2025 | Wealthspire Advisors LLC | 148,633 | $5.62M | 0.1% | +1.2% | 1.769% | |
| 2/3/2025 | Element Wealth LLC | 824 | $31K | 0.0% | -52.9% | 0.010% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 52,348 | $1.98M | 0.0% | -7.4% | 0.623% | |
| 1/30/2025 | Valmark Advisers Inc. | 6,233 | $235K | 0.0% | +7.9% | 0.074% | |
| 1/30/2025 | WealthPlan Investment Management LLC | 51,905 | $1.96M | 0.2% | -1.4% | 0.618% | |
| 1/29/2025 | PrairieView Partners LLC | 30,801 | $1.16M | 0.1% | -1.2% | 0.367% | |
| 1/29/2025 | Wealthcare Capital Partners LLC | 12,829 | $485K | 0.3% | N/A | 0.153% | |
| 1/28/2025 | Wilmington Savings Fund Society FSB | 7,920 | $299K | 0.0% | +26.3% | 0.094% | |
| 1/24/2025 | Greenleaf Trust | 81,537 | $3.08M | 0.0% | +14.5% | 0.971% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 6,139 | $232K | 0.0% | +6.7% | 0.073% | |
| 1/16/2025 | Evanson Asset Management LLC | 97,075 | $3.67M | 0.3% | -8.2% | 1.156% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 81,849 | $3.09M | 0.1% | +2.9% | 0.974% | |
| 1/15/2025 | Sanders Morris Harris LLC | 76,693 | $2.90M | 0.4% | N/A | 0.913% | |
| 1/10/2025 | LVM Capital Management Ltd. MI | 5,880 | $222K | 0.0% | -6.4% | 0.070% | |
| 12/26/2024 | JPMorgan Chase & Co. | 2,499 | $104K | 0.0% | -15.4% | 0.030% | |
| 11/25/2024 | Wilmington Savings Fund Society FSB | 6,270 | $260K | 0.0% | N/A | 0.075% | |
| 11/25/2024 | Sanctuary Advisors LLC | 12,047 | $463K | 0.0% | +21.6% | 0.143% | |
| 11/15/2024 | MML Investors Services LLC | 16,526 | $685K | 0.0% | +31.4% | 0.197% | |
| 11/15/2024 | FSA Wealth Management LLC | 600 | $25K | 0.0% | N/A | 0.007% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 43,788 | $1.82M | 0.0% | -2.9% | 0.521% | |
| 11/12/2024 | Cahill Financial Advisors Inc. | 92,393 | $3.83M | 0.5% | +3.9% | 1.100% | |
| 11/7/2024 | Vertex Planning Partners LLC | 329,646 | $13.66M | 3.3% | +1.2% | 3.924% | |
| 11/5/2024 | WealthPlan Investment Management LLC | 52,658 | $2.18M | 0.2% | N/A | 0.627% | |
| 10/25/2024 | Valmark Advisers Inc. | 5,776 | $239K | 0.0% | +9.0% | 0.069% | |
| 10/22/2024 | Greenleaf Trust | 71,225 | $2.95M | 0.0% | -2.3% | 0.848% | |
| 10/16/2024 | Amplius Wealth Advisors LLC | 5,968 | $247K | 0.0% | -8.6% | 0.071% | |
| 10/9/2024 | Patten Group Inc. | 17,894 | $742K | 0.2% | N/A | 0.213% | |
| 10/8/2024 | Evanson Asset Management LLC | 105,771 | $4.38M | 0.3% | -2.6% | 1.259% | |
| 9/5/2024 | Sanctuary Advisors LLC | 9,905 | $389K | 0.0% | N/A | 0.118% | |
| 8/28/2024 | Farmers National Bank | 22,503 | $864K | 0.3% | -1.9% | 0.268% | |
| 8/22/2024 | Cetera Investment Advisers | 70,794 | $2.72M | 0.0% | -2.6% | 0.843% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 66,791 | $2.56M | 0.0% | -0.4% | 0.795% | |
| 8/9/2024 | WealthPLAN Partners LLC | 53,906 | $2.07M | 0.2% | +3.2% | 0.642% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 159,072 | $6.10M | 0.0% | +5.1% | 1.894% | |
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| 8/8/2024 | Wealthspire Advisors LLC | 150,367 | $5.77M | 0.1% | -4.8% | 1.790% | |
| 8/7/2024 | Cahill Financial Advisors Inc. | 88,946 | $3.41M | 0.5% | +7.7% | 1.059% | |
| 8/1/2024 | Valmark Advisers Inc. | 5,298 | $203K | 0.0% | N/A | 0.063% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 31,170 | $1.20M | 0.0% | +2.2% | 0.371% | |
| 7/30/2024 | International Assets Investment Management LLC | 1,130 | $43K | 0.0% | N/A | 0.013% | |
| 7/26/2024 | Breakwater Capital Group | 35,615 | $1.37M | 0.3% | -5.3% | 0.424% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 58,908 | $2.26M | 0.0% | +1.6% | 0.701% | |
| 5/24/2024 | Cetera Investment Advisers | 72,676 | $2.88M | 0.0% | N/A | 0.865% | |
| 5/17/2024 | Comerica Bank | 14,954 | $593K | 0.0% | N/A | 0.178% | |
| 5/16/2024 | Jane Street Group LLC | 101,081 | $4.01M | 0.0% | +13.5% | 1.203% | |
