| 6/10/2025 | Birchbrook Inc. | 19,702 | $1.05M | 0.6% | N/A | 0.102% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 695 | $37K | 0.0% | +193.2% | 0.003% | |
| 5/19/2025 | Jane Street Group LLC | 21,471 | $1.15M | 0.0% | +21.5% | 0.104% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 56,242 | $3.01M | 0.0% | +537.9% | 0.189% | |
| 5/14/2025 | CreativeOne Wealth LLC | 5,058 | $271K | 0.0% | +14.3% | 0.017% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 20,273 | $1.09M | 0.0% | -48.7% | 0.068% | |
| 5/14/2025 | Capital Analysts LLC | 18,229 | $975K | 0.0% | -8.7% | 0.061% | |
| 5/13/2025 | Blue Edge Capital LLC | 99,213 | $5.31M | 0.9% | -1.3% | 0.334% | |
| 5/13/2025 | HighTower Advisors LLC | 43,250 | $2.31M | 0.0% | -7.4% | 0.146% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 94,922 | $5.08M | 0.0% | +2.8% | 0.320% | |
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| 5/12/2025 | Koss Olinger Consulting LLC | 466,805 | $24.97M | 2.1% | +30.6% | 1.572% | |
| 5/12/2025 | FSA Wealth Partners Inc. | 31,755 | $1.70M | 0.6% | -7.7% | 0.107% | |
| 5/9/2025 | R. W. Roge & Company Inc. | 18,083 | $967K | 0.5% | +2.9% | 0.061% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 5,942 | $318K | 0.0% | -4.6% | 0.020% | |
| 5/9/2025 | McClarren Financial Advisors Inc. | 5,430 | $290K | 0.2% | -19.7% | 0.018% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 5,608 | $300K | 0.0% | N/A | 0.019% | |
| 5/8/2025 | US Financial Advisors LLC | 25,687 | $1.37M | 0.4% | +8.4% | 0.086% | |
| 5/7/2025 | LPL Financial LLC | 357,055 | $19.10M | 0.0% | -0.4% | 1.202% | |
| 5/6/2025 | Cetera Investment Advisers | 18,885 | $1.01M | 0.0% | -6.6% | 0.064% | |
| 5/5/2025 | Private Advisor Group LLC | 150,232 | $8.04M | 0.0% | -37.7% | 0.506% | |
| 5/2/2025 | Larson Financial Group LLC | 21,791 | $1.17M | 0.1% | +954.7% | 0.073% | |
| 5/1/2025 | CWM LLC | 8,455 | $452K | 0.0% | -11.6% | 0.028% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 25,087 | $1.34M | 0.0% | -3.4% | 0.084% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 9,718 | $520K | 0.0% | -9.6% | 0.033% | |
| 4/29/2025 | Bank of New York Mellon Corp | 46,240 | $2.47M | 0.0% | -6.7% | 0.156% | |
| 4/29/2025 | Olde Wealth Management LLC | 244,837 | $13.10M | 4.6% | +13.1% | 0.824% | |
| 4/28/2025 | Coastline Trust Co | 17,605 | $942K | 0.1% | +13.9% | 0.059% | |
| 4/25/2025 | Hills Bank & Trust Co | 3,186 | $170K | 0.0% | +20.5% | 0.011% | |
| 4/24/2025 | Laurel Wealth Planning LLC | 197,527 | $10.57M | 7.0% | -7.1% | 0.664% | |
| 4/23/2025 | Verus Wealth Management LLC | 9,900 | $530K | 0.6% | +11.2% | 0.033% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 9,255 | $495K | 0.0% | N/A | 0.031% | |
| 4/22/2025 | Veridan Wealth LLC | 5,819 | $311K | 0.1% | -18.9% | 0.020% | |
| 4/22/2025 | Denver Wealth Management Inc. | 9,722 | $520K | 0.2% | -14.7% | 0.033% | |
| 4/16/2025 | Armbruster Capital Management Inc. | 31,804 | $1.70M | 0.3% | +3.5% | 0.107% | |
| 4/15/2025 | Focus Financial Network Inc. | 21,988 | $1.18M | 0.0% | +11.6% | 0.074% | |
| 4/15/2025 | Ellenbecker Investment Group | 3,966 | $212K | 0.0% | N/A | 0.013% | |
| 4/14/2025 | Farther Finance Advisors LLC | 114,158 | $6.13M | 0.2% | N/A | 0.384% | |
| 4/14/2025 | SOA Wealth Advisors LLC. | 155,439 | $8.32M | 1.0% | +13.1% | 0.523% | |
| 4/10/2025 | Richard P Slaughter Associates Inc | 21,047 | $1.13M | 0.3% | N/A | 0.071% | |
| 4/9/2025 | HBW Advisory Services LLC | 5,685 | $304K | 0.0% | +8.4% | 0.019% | |
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| 4/9/2025 | Gradient Investments LLC | 66,213 | $3.54M | 0.1% | -4.8% | 0.223% | |
| 4/7/2025 | Tompkins Financial Corp | 231,534 | $12.39M | 1.2% | +3,142.8% | 0.779% | |
| 3/10/2025 | Mattson Financial Services LLC | 603 | $34K | 0.0% | -24.0% | 0.002% | |
| 2/17/2025 | US Financial Advisors LLC | 23,690 | $1.34M | 0.4% | -1.5% | 0.102% | |
| 2/17/2025 | Two Sigma Investments LP | 193,900 | $10.95M | 0.0% | +59.5% | 0.832% | |
| 2/17/2025 | Cetera Investment Advisers | 20,213 | $1.14M | 0.0% | +20.8% | 0.087% | |
| 2/17/2025 | Bank of America Corp DE | 58,340 | $3.30M | 0.0% | +65.6% | 0.250% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 4,340 | $245K | 0.0% | +6.5% | 0.019% | |
| 2/14/2025 | Jane Street Group LLC | 17,676 | $998K | 0.0% | N/A | 0.076% | |
| 2/14/2025 | Capital Analysts LLC | 19,962 | $1.13M | 0.0% | -0.9% | 0.086% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 88,713 | $5.01M | 0.1% | -1.2% | 0.381% | |
| 2/14/2025 | Pinebridge Investments L.P. | 21,264 | $1.20M | 0.0% | N/A | 0.091% | |
| 2/13/2025 | CreativeOne Wealth LLC | 4,425 | $250K | 0.0% | -46.3% | 0.019% | |
| 2/13/2025 | Mariner LLC | 27,100 | $1.53M | 0.0% | +4.2% | 0.116% | |
| 2/13/2025 | Seeds Investor LLC | 64,183 | $3.63M | 1.0% | +9.9% | 0.275% | |
| 2/13/2025 | Blue Edge Capital LLC | 100,540 | $5.68M | 0.9% | +5.3% | 0.432% | |
| 2/13/2025 | Raymond James Financial Inc. | 32,774 | $1.85M | 0.0% | N/A | 0.141% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 10,746 | $607K | 0.0% | +8.0% | 0.046% | |
| 2/13/2025 | Perennial Investment Advisors LLC | 10,488 | $592K | 0.1% | +21.2% | 0.045% | |
| 2/13/2025 | Wells Fargo & Company MN | 17,342 | $979K | 0.0% | -4.4% | 0.074% | |
| 2/12/2025 | Milestone Investment Advisors LLC | 812 | $46K | 0.0% | N/A | 0.003% | |
| 2/12/2025 | Front Row Advisors LLC | 5,990 | $338K | 0.1% | +36.8% | 0.026% | |
| 2/12/2025 | Brown Brothers Harriman & Co. | 8,495 | $480K | 0.0% | N/A | 0.036% | |
| 2/12/2025 | JPMorgan Chase & Co. | 1,041 | $59K | 0.0% | -100.0% | 0.004% | |
| 2/12/2025 | Financial Engines Advisors L.L.C. | 92,295 | $5.21M | 0.0% | -3.7% | 0.396% | |
| 2/11/2025 | Sheets Smith Investment Management | 113,774 | $6.43M | 5.4% | N/A | 0.488% | |
| 2/11/2025 | LPL Financial LLC | 358,456 | $20.25M | 0.0% | +27.2% | 1.538% | |
| 2/11/2025 | Financial Network Wealth Management LLC | 216,530 | $12.23M | 4.4% | +12.1% | 0.929% | |
| 2/11/2025 | Koss Olinger Consulting LLC | 357,455 | $20.19M | 1.8% | +0.7% | 1.534% | |
| 2/7/2025 | HighTower Advisors LLC | 46,712 | $2.64M | 0.0% | +0.8% | 0.200% | |
| 2/7/2025 | Retirement Capital Strategies | 212,217 | $11.99M | 4.5% | -69.0% | 0.911% | |
| 2/7/2025 | Larson Financial Group LLC | 2,066 | $117K | 0.0% | +53.2% | 0.009% | |
| 2/6/2025 | Opulen Financial Group LLC | 8,491 | $480K | 0.4% | N/A | 0.036% | |
| 2/6/2025 | One Capital Management LLC | 49,190 | $2.78M | 0.1% | -10.1% | 0.211% | |
| 2/6/2025 | Raymond James Financial Inc. | 32,774 | $1.85M | 0.0% | N/A | 0.141% | |
| 2/6/2025 | Financial Services Advisory Inc | 34,387 | $1.94M | 0.5% | +3.3% | 0.148% | |
| 2/5/2025 | US Bancorp DE | 672 | $38K | 0.0% | -90.7% | 0.003% | |
| 2/5/2025 | Veridan Wealth LLC | 7,179 | $408K | 0.2% | N/A | 0.031% | |
| 2/5/2025 | Sage Advisory Services Ltd.Co. | 12,008 | $678K | 0.4% | +55.4% | 0.052% | |
| 2/4/2025 | Bank of New York Mellon Corp | 49,566 | $2.80M | 0.0% | +50.5% | 0.213% | |
| 2/4/2025 | Tradewinds Capital Management LLC | 1,315 | $74K | 0.0% | +60.6% | 0.006% | |
| 2/3/2025 | Laurel Wealth Planning LLC | 212,603 | $12.01M | 7.7% | -1.2% | 0.912% | |
| 2/3/2025 | Private Advisor Group LLC | 241,180 | $13.62M | 0.1% | +2.5% | 1.035% | |
| 1/31/2025 | Human Investing LLC | 684 | $39K | 0.0% | N/A | 0.003% | |
| 1/31/2025 | Sanctuary Advisors LLC | 4,575 | $264K | 0.0% | N/A | 0.020% | |
| 1/31/2025 | Principal Financial Group Inc. | 225,194 | $12.72M | 0.0% | +25.5% | 0.966% | |
| 1/29/2025 | R. W. Roge & Company Inc. | 17,567 | $992K | 0.5% | +44.5% | 0.075% | |
| 1/29/2025 | McClarren Financial Advisors Inc. | 6,758 | $381K | 1.0% | +25.2% | 0.029% | |
| 1/29/2025 | Focus Financial Network Inc. | 19,703 | $1.11M | 0.0% | -3.2% | 0.085% | |
| 1/28/2025 | SOA Wealth Advisors LLC. | 137,470 | $7.76M | 1.4% | +38.0% | 0.590% | |
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| 1/24/2025 | Baltimore Washington Financial Advisors Inc. | 380,305 | $21.48M | 1.1% | +0.0% | 1.632% | |
| 1/23/2025 | Verus Wealth Management LLC | 8,900 | $503K | 0.6% | N/A | 0.038% | |
| 1/22/2025 | Denver Wealth Management Inc. | 11,391 | $643K | 0.3% | +12.5% | 0.049% | |
| 1/22/2025 | Armbruster Capital Management Inc. | 30,730 | $1.74M | 0.4% | -3.2% | 0.132% | |
| 1/21/2025 | Marshall Financial Group LLC | 6,070 | $343K | 0.1% | -5.4% | 0.026% | |
| 1/21/2025 | Flagship Harbor Advisors LLC | 3,658 | $207K | 0.0% | N/A | 0.016% | |
| 1/17/2025 | Sheets Smith Wealth Management | 46,484 | $2.63M | 0.3% | +11.0% | 0.200% | |
| 1/13/2025 | Horizon Wealth Management LLC | 3,665 | $207K | 0.0% | N/A | 0.016% | |
| 1/10/2025 | HBW Advisory Services LLC | 5,243 | $296K | 0.0% | N/A | 0.023% | |
| 12/19/2024 | Principal Financial Group Inc. | 179,393 | $10.00M | 0.0% | +16.6% | 0.770% | |
