| 5/16/2025 | Jones Financial Companies Lllp | 207,217 | $8.96M | 0.0% | +3.5% | 1.303% | |
| 4/29/2025 | Bank of New York Mellon Corp | 7,005 | $303K | 0.0% | +9.1% | 0.044% | |
| 4/28/2025 | Rossby Financial LCC | 1,509 | $65K | 0.0% | N/A | 0.009% | |
| 4/28/2025 | Longview Financial Advisors Inc. | 10,216 | $443K | 0.4% | +11.0% | 0.064% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 15,913 | $689K | 0.0% | -7.0% | 0.100% | |
| 4/14/2025 | Farther Finance Advisors LLC | 11,970 | $518K | 0.0% | +29.2% | 0.075% | |
| 2/18/2025 | Continuum Advisory LLC | 976 | $41K | 0.0% | -35.7% | 0.007% | |
| 2/14/2025 | Keyvantage Wealth LLC | 5,585 | $237K | 0.2% | N/A | 0.038% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 36,445 | $1.55M | 0.0% | -22.6% | 0.248% | |
| 2/12/2025 | OLD Mission Capital LLC | 5,842 | $248K | 0.0% | N/A | 0.040% | |
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| 2/12/2025 | JPMorgan Chase & Co. | 347,847 | $14.78M | 0.0% | -4.9% | 2.366% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 2,465 | $105K | 0.0% | -25.7% | 0.017% | |
| 2/10/2025 | Farther Finance Advisors LLC | 9,268 | $394K | 0.0% | -4.1% | 0.063% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 5,967 | $253K | 0.0% | -36.5% | 0.041% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 657 | $28K | 0.0% | -46.6% | 0.004% | |
| 2/6/2025 | Jones Financial Companies Lllp | 200,281 | $8.51M | 0.0% | +11.3% | 1.362% | |
| 2/4/2025 | Bank of New York Mellon Corp | 6,421 | $273K | 0.0% | -39.3% | 0.044% | |
| 2/3/2025 | First Horizon Advisors Inc. | 1,433 | $61K | 0.0% | -80.6% | 0.010% | |
| 1/23/2025 | Hanson & Doremus Investment Management | 2,372 | $101K | 0.0% | +47.6% | 0.016% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 17,111 | $727K | 0.0% | -21.3% | 0.116% | |
| 12/26/2024 | JPMorgan Chase & Co. | 365,655 | $16.20M | 0.0% | +3.8% | 2.487% | |
| 11/15/2024 | Continuum Advisory LLC | 1,518 | $65K | 0.0% | -28.8% | 0.010% | |
| 11/14/2024 | Flow Traders U.S. LLC | 16,092 | $713K | 0.0% | N/A | 0.109% | |
| 11/8/2024 | First Horizon Advisors Inc. | 7,386 | $327K | 0.0% | +16.1% | 0.050% | |
| 11/6/2024 | Cable Hill Partners LLC | 6,893 | $305K | 0.0% | -58.9% | 0.047% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 21,736 | $963K | 0.0% | +13.1% | 0.148% | |
| 10/29/2024 | Farther Finance Advisors LLC | 9,665 | $428K | 0.0% | +16.9% | 0.066% | |
| 10/8/2024 | Sugarloaf Wealth Management LLC | 894 | $40K | 0.0% | +70.6% | 0.006% | |
| 10/2/2024 | Central Pacific Bank Trust Division | 8,453 | $374K | 0.0% | N/A | 0.058% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 9,359 | $405K | 0.0% | N/A | 0.064% | |
| 7/31/2024 | Farther Finance Advisors LLC | 8,271 | $348K | 0.0% | +4.5% | 0.056% | |
| 7/23/2024 | MFA Wealth Advisors LLC | 1,922 | $82K | 0.0% | N/A | 0.013% | |
| 7/20/2024 | Continuum Advisory LLC | 2,131 | $91K | 0.0% | +25.6% | 0.014% | |
| 7/16/2024 | ORG Partners LLC | 665 | $28K | 0.0% | N/A | 0.005% | |
| 7/2/2024 | Transcend Capital Advisors LLC | 4,929 | $210K | 0.0% | N/A | 0.034% | |
| 5/17/2024 | Comerica Bank | 2,471 | $106K | 0.0% | +11.2% | 0.017% | |
| 5/13/2024 | Rockport Wealth LLC | 13,536 | $580K | 0.2% | N/A | 0.092% | |
| 5/4/2024 | Gould Asset Management LLC CA | 9,500 | $407K | 0.1% | N/A | 0.065% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 19,750 | $846K | 0.0% | +31.8% | 0.135% | |
| 4/23/2024 | Hanson & Doremus Investment Management | 1,283 | $55K | 0.0% | N/A | 0.009% | |
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| 4/22/2024 | Invera Wealth Advisors LLC | 10,219 | $426K | 0.4% | +44.2% | 0.070% | |
| 2/13/2024 | Jones Financial Companies Lllp | 119,899 | $5.19M | 0.0% | +16.0% | 0.833% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 14,980 | $648K | 0.0% | +11.3% | 0.104% | |
| 2/6/2024 | First Horizon Advisors Inc. | 6,209 | $269K | 0.0% | -13.4% | 0.043% | |
| 2/1/2024 | Cable Hill Partners LLC | 24,824 | $1.07M | 0.1% | -52.7% | 0.172% | |
| 1/25/2024 | Strategic Blueprint LLC | 4,801 | $208K | 0.0% | -24.6% | 0.033% | |
| 1/10/2024 | Creative Financial Designs Inc. ADV | 3,099 | $134K | 0.0% | -27.7% | 0.022% | |
| 11/15/2023 | Baker Avenue Asset Management LP | 32,841 | $1.34M | 0.1% | +97.0% | 0.228% | |
| 11/14/2023 | Jones Financial Companies Lllp | 103,362 | $4.22M | 0.0% | +7.3% | 0.718% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 13,463 | $550K | 0.0% | -20.3% | 0.093% | |
| 10/24/2023 | Bank of New York Mellon Corp | 15,076 | $616K | 0.0% | +9.1% | 0.105% | |
| 10/24/2023 | Gould Asset Management LLC CA | 8,950 | $366K | 0.1% | +7.2% | 0.062% | |
| 9/12/2023 | Farther Finance Advisors LLC | 7,637 | $325K | 0.1% | -49.6% | 0.053% | |
| 8/9/2023 | Jones Financial Companies Lllp | 96,315 | $4.10M | 0.0% | +6.0% | 0.669% | |
| 8/8/2023 | Archer Investment Corp | 851 | $36K | 0.0% | N/A | 0.006% | |
| 8/3/2023 | First Horizon Advisors Inc. | 7,075 | $301K | 0.0% | +11.5% | 0.052% | |
| 7/26/2023 | Creative Financial Designs Inc. ADV | 7,118 | $303K | 0.0% | -23.2% | 0.052% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 16,892 | $719K | 0.0% | +35.3% | 0.124% | |
| 5/11/2023 | Jones Financial Companies Lllp | 90,848 | $3.93M | 0.0% | +15.1% | 0.673% | |
| 5/5/2023 | Assetmark Inc. | 19,604 | $847K | 0.0% | -55.3% | 0.145% | |
| 5/5/2023 | Financial Connections Group Inc. | 41,359 | $1.79M | 1.3% | +2.3% | 0.306% | |
| 5/2/2023 | Gould Asset Management LLC CA | 8,350 | $361K | 0.1% | N/A | 0.062% | |
| 4/28/2023 | Janney Montgomery Scott LLC | 12,483 | $540K | 0.0% | -60.9% | 0.092% | |
| 4/28/2023 | Strategic Blueprint LLC | 6,420 | $278K | 0.0% | -59.8% | 0.048% | |
| 4/26/2023 | Sugarloaf Wealth Management LLC | 1,645 | $71K | 0.0% | -73.1% | 0.012% | |
| 4/25/2023 | Creative Financial Designs Inc. ADV | 9,274 | $401K | 0.1% | -37.2% | 0.069% | |
| 4/6/2023 | Bartlett & Co. LLC | 7,807 | $337K | 0.0% | -5.2% | 0.058% | |
| 3/2/2023 | Oliver Lagore Vanvalin Investment Group | 5,699 | $240K | 0.1% | -37.4% | 0.042% | |
| 2/13/2023 | Wealth Alliance | 21,064 | $889K | 0.2% | -23.1% | 0.154% | |
| 2/10/2023 | First Horizon Advisors Inc. | 11,666 | $492K | 0.0% | -22.1% | 0.085% | |
| 2/10/2023 | CoreCap Advisors LLC | 783 | $33K | 0.0% | N/A | 0.006% | |
| 2/7/2023 | Cable Hill Partners LLC | 54,385 | $2.30M | 0.4% | +2.9% | 0.397% | |
| 2/2/2023 | Congress Wealth Management LLC DE | 10,483 | $442K | 0.0% | +20.7% | 0.077% | |
| 2/1/2023 | Creative Financial Designs Inc. ADV | 14,760 | $623K | 0.1% | -5.9% | 0.108% | |
| 2/1/2023 | Janney Montgomery Scott LLC | 31,937 | $1.35M | 0.0% | +1.6% | 0.233% | |
| 1/26/2023 | Comerica Bank | 6,175 | $267K | 0.0% | -9.1% | 0.045% | |
| 1/26/2023 | Strategic Blueprint LLC | 15,966 | $674K | 0.1% | -38.4% | 0.117% | |
| 1/20/2023 | Transcend Capital Advisors LLC | 8,700 | $367K | 0.0% | +6.4% | 0.064% | |
| 1/20/2023 | Spectrum Planning & Advisory Services Inc. | 10,085 | $426K | 0.6% | -28.7% | 0.074% | |
| 1/13/2023 | AdvisorNet Financial Inc | 12,883 | $544K | 0.1% | -4.8% | 0.070% | |
| 1/13/2023 | Baystate Wealth Management LLC | 1,237 | $52K | 0.0% | N/A | 0.007% | |
| 1/11/2023 | VERITY Wealth Advisors | 19,320 | $815K | 0.8% | -7.6% | 0.104% | |
| 1/4/2023 | Bartlett & Co. LLC | 8,233 | $347K | 0.0% | N/A | 0.045% | |
| 11/14/2022 | United Capital Financial Advisers LLC | 15,276 | $639K | 0.0% | +110.8% | 0.083% | |
| 11/14/2022 | One Wealth Advisors LLC | 301,499 | $12.62M | 4.1% | +48.6% | 1.648% | |
| 11/9/2022 | First Horizon Advisors Inc. | 14,969 | $626K | 0.0% | -9.3% | 0.082% | |
| 11/9/2022 | Congress Wealth Management LLC DE | 8,688 | $364K | 0.0% | +22.2% | 0.047% | |
| 11/8/2022 | Strategic Blueprint LLC | 25,904 | $1.08M | 0.1% | +1.7% | 0.142% | |
| 11/3/2022 | Jones Financial Companies Lllp | 55,361 | $2.32M | 0.0% | +64.0% | 0.303% | |
| 11/1/2022 | Creative Financial Designs Inc. ADV | 15,680 | $656K | 0.1% | -18.8% | 0.086% | |
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| 10/28/2022 | Comerica Bank | 6,792 | $277K | 0.0% | -6.8% | 0.037% | |
| 10/27/2022 | Absolute Capital Management LLC | 1,750 | $73K | 0.1% | N/A | 0.010% | |
| 10/25/2022 | Janney Montgomery Scott LLC | 31,431 | $1.32M | 0.0% | +5.7% | 0.173% | |
| 10/17/2022 | Transcend Capital Advisors LLC | 8,179 | $342K | 0.0% | -36.5% | 0.045% | |
| 10/17/2022 | Spectrum Planning & Advisory Services Inc. | 14,141 | $592K | 0.6% | -10.4% | 0.078% | |
| 10/4/2022 | AdvisorNet Financial Inc | 13,535 | $566K | 0.1% | +5,759.3% | 0.076% | |
| 8/16/2022 | Goodwin Investment Advisory | 18,301 | $805K | 0.6% | +10.0% | 0.102% | |
| 8/16/2022 | DHK Financial Advisors Inc. | 7,419 | $326K | 0.3% | +7.5% | 0.041% | |
| 8/15/2022 | One Wealth Advisors LLC | 202,910 | $8.93M | 2.4% | -31.7% | 1.134% | |
| 8/12/2022 | Strategic Blueprint LLC | 25,467 | $1.12M | 0.1% | -5.0% | 0.142% | |
