| 8/15/2025 | Bank of America Corp DE | 55,016 | $2.59M | 0.0% | -24.4% | 1.000% | |
| 8/14/2025 | Raymond James Financial Inc. | 515,899 | $24.25M | 0.0% | +0.2% | 9.380% | |
| 8/14/2025 | Cerity Partners LLC | 4,868 | $229K | 0.0% | -27.3% | 0.089% | |
| 8/12/2025 | JPMorgan Chase & Co. | 5,772 | $271K | 0.0% | -17.3% | 0.105% | |
| 8/8/2025 | Creative Planning | 13,965 | $656K | 0.0% | -24.5% | 0.254% | |
| 8/4/2025 | Mesirow Financial Investment Management Inc. | 538,416 | $25.31M | 0.5% | -0.4% | 9.789% | |
| 8/1/2025 | Taylor Financial Group Inc. | 69,682 | $3.28M | 2.0% | +12.9% | 1.267% | |
| 7/22/2025 | OLD National Bancorp IN | 8,254 | $388K | 0.0% | N/A | 0.150% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 22,739 | $1.07M | 0.1% | +6.5% | 0.414% | |
| 7/17/2025 | Johnson & White Wealth Management LLC | 14,525 | $683K | 0.3% | +22.3% | 0.265% | |
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| 7/16/2025 | Phil A. Younker & Associates Ltd. | 193,348 | $9.09M | 9.0% | -0.7% | 3.522% | |
| 7/16/2025 | Bright Financial Advisors Inc. | 159,656 | $7.50M | 4.2% | +5.5% | 2.908% | |
| 7/14/2025 | Golden State Equity Partners | 37,160 | $1.75M | 0.3% | -7.8% | 0.677% | |
| 7/11/2025 | Farther Finance Advisors LLC | 578 | $27K | 0.0% | N/A | 0.011% | |
| 5/19/2025 | Jane Street Group LLC | 4,615 | $207K | 0.0% | N/A | 0.085% | |
| 5/16/2025 | Jones Financial Companies Lllp | 8,780 | $394K | 0.0% | +7,601.8% | 0.161% | |
| 5/16/2025 | Hancock Whitney Corp | 44,707 | $2.00M | 0.1% | +7.1% | 0.822% | |
| 5/13/2025 | Raymond James Financial Inc. | 514,701 | $23.07M | 0.0% | -6.6% | 9.461% | |
| 5/13/2025 | Bright Financial Advisors Inc. | 151,262 | $6.78M | 4.2% | -2.2% | 2.781% | |
| 5/13/2025 | Rossmore Private Capital | 20,791 | $932K | 0.1% | +4.1% | 0.382% | |
| 5/13/2025 | HighTower Advisors LLC | 5,471 | $245K | 0.0% | -10.4% | 0.101% | |
| 5/12/2025 | Taylor Financial Group Inc. | 61,710 | $2.77M | 1.9% | +10.3% | 1.134% | |
| 5/8/2025 | IFG Advisory LLC | 20,951 | $939K | 0.1% | +2.2% | 0.385% | |
| 5/8/2025 | Mesirow Financial Investment Management Inc. | 540,461 | $24.22M | 0.5% | -1.7% | 9.935% | |
| 5/8/2025 | First Foundation Advisors | 321,812 | $14.42M | 0.6% | +2.3% | 5.916% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 3,039 | $136K | 0.0% | N/A | 0.056% | |
| 5/7/2025 | LPL Financial LLC | 233,616 | $10.47M | 0.0% | +2.6% | 4.294% | |
| 5/6/2025 | SFE Investment Counsel | 5,287 | $237K | 0.0% | N/A | 0.097% | |
| 4/29/2025 | Phil A. Younker & Associates Ltd. | 194,616 | $8.72M | 8.6% | -2.0% | 3.578% | |
| 4/24/2025 | PDS Planning Inc | 17,865 | $801K | 0.1% | -11.9% | 0.328% | |
| 4/23/2025 | Golden State Wealth Management LLC | 47,853 | $2.15M | 0.2% | +77.8% | 0.878% | |
| 4/23/2025 | Golden State Equity Partners | 40,314 | $1.81M | 0.4% | -5.2% | 0.740% | |
| 4/23/2025 | Win Advisors Inc. | 19,106 | $856K | 0.4% | -4.0% | 0.351% | |
| 4/10/2025 | Retireful LLC | 24,349 | $1.09M | 1.1% | -19.9% | 0.447% | |
| 4/10/2025 | Johnson & White Wealth Management LLC | 11,874 | $532K | 0.3% | N/A | 0.218% | |
| 4/9/2025 | NBC Securities Inc. | 3,768 | $168K | 0.0% | +125,500.0% | 0.069% | |
| 2/17/2025 | Bank of America Corp DE | 114,218 | $5.05M | 0.0% | +117.2% | 2.069% | |
| 2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 686 | $30K | 0.0% | N/A | 0.012% | |
| 2/14/2025 | Hancock Whitney Corp | 41,754 | $1.85M | 0.1% | +16.6% | 0.756% | |
| 2/13/2025 | Mariner LLC | 11,051 | $488K | 0.0% | +2.3% | 0.200% | |
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| 2/13/2025 | First Foundation Advisors | 314,502 | $13.90M | 0.5% | -4.5% | 5.698% | |
| 2/13/2025 | Raymond James Financial Inc. | 551,326 | $24.36M | 0.0% | N/A | 9.988% | |
| 2/13/2025 | Advisory Services Network LLC | 7,553 | $334K | 0.0% | -41.4% | 0.137% | |
| 2/13/2025 | Cerity Partners LLC | 6,674 | $295K | 0.0% | +50.0% | 0.121% | |
| 2/13/2025 | Wells Fargo & Company MN | 80,305 | $3.55M | 0.0% | +1.6% | 1.455% | |
| 2/12/2025 | JPMorgan Chase & Co. | 5,725 | $253K | 0.0% | +154.8% | 0.104% | |
| 2/11/2025 | LPL Financial LLC | 227,619 | $10.06M | 0.0% | +26.1% | 4.124% | |
| 2/10/2025 | Taylor Financial Group Inc. | 55,940 | $2.47M | 1.7% | +8.0% | 1.013% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 5,209 | $230K | 0.0% | N/A | 0.094% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 5,179 | $229K | 0.0% | N/A | 0.094% | |
| 2/7/2025 | HighTower Advisors LLC | 6,107 | $270K | 0.0% | -12.7% | 0.111% | |
| 2/7/2025 | Mesirow Financial Investment Management Inc. | 549,790 | $24.29M | 0.5% | -2.1% | 9.960% | |
| 2/6/2025 | Raymond James Financial Inc. | 551,326 | $24.36M | 0.0% | N/A | 9.988% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 2,213 | $98K | 0.0% | N/A | 0.040% | |
| 2/3/2025 | Private Advisor Group LLC | 5,186 | $229K | 0.0% | +14.7% | 0.094% | |
| 1/31/2025 | Key Financial Inc | 779 | $34K | 0.0% | +56.4% | 0.014% | |
| 1/28/2025 | Bright Financial Advisors Inc. | 154,688 | $6.83M | 4.3% | -3.2% | 2.802% | |
| 1/28/2025 | Golden State Wealth Management LLC | 26,909 | $1.19M | 0.2% | N/A | 0.487% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 10,306 | $456K | 0.0% | N/A | 0.187% | |
| 1/27/2025 | Win Advisors Inc. | 19,902 | $879K | 0.4% | N/A | 0.361% | |
| 1/24/2025 | Golden State Equity Partners | 42,529 | $1.88M | 0.4% | -20.4% | 0.770% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 21,351 | $943K | 0.0% | -4.6% | 0.387% | |
| 1/15/2025 | Retireful LLC | 30,392 | $1.34M | 0.8% | N/A | 0.551% | |
| 12/26/2024 | JPMorgan Chase & Co. | 2,247 | $102K | 0.0% | -90.7% | 0.041% | |
| 11/15/2024 | Jane Street Group LLC | 8,167 | $372K | 0.0% | N/A | 0.148% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 10,849 | $462K | 0.0% | N/A | 0.197% | |
| 11/15/2024 | HighTower Advisors LLC | 6,996 | $320K | 0.0% | -7.0% | 0.127% | |
| 11/13/2024 | Hancock Whitney Corp | 35,801 | $1.63M | 0.1% | +91.4% | 0.649% | |
| 11/6/2024 | Rossmore Private Capital | 20,626 | $939K | 0.1% | +5.1% | 0.374% | |
| 11/2/2024 | Mesirow Financial Investment Management Inc. | 561,805 | $25.58M | 0.5% | -3.5% | 10.178% | |
| 10/31/2024 | GGM Financials LLC | 4,802 | $219K | 0.2% | -5.2% | 0.087% | |
| 10/30/2024 | PDS Planning Inc | 20,500 | $933K | 0.1% | -7.7% | 0.371% | |
| 10/25/2024 | Golden State Equity Partners | 43,593 | $1.99M | 0.4% | -6.0% | 0.790% | |
| 10/22/2024 | Private Advisor Group LLC | 4,520 | $206K | 0.0% | N/A | 0.082% | |
| 10/18/2024 | Raymond James & Associates | 521,934 | $23.76M | 0.0% | -0.3% | 9.455% | |
| 10/11/2024 | Creative Planning | 15,718 | $716K | 0.0% | +8.6% | 0.285% | |
| 10/10/2024 | Bright Financial Advisors Inc. | 159,832 | $7.28M | 4.6% | -2.7% | 2.896% | |
| 9/5/2024 | Sanctuary Advisors LLC | 6,425 | $272K | 0.0% | N/A | 0.116% | |
| 8/16/2024 | Creative Planning | 14,474 | $626K | 0.0% | -10.3% | 0.262% | |
| 8/13/2024 | Hancock Whitney Corp | 18,701 | $808K | 0.0% | +8.3% | 0.339% | |
| 8/12/2024 | Bright Financial Advisors Inc. | 164,202 | $7.10M | 5.0% | -0.6% | 2.975% | |
| 8/9/2024 | Mesirow Financial Investment Management Inc. | 582,340 | $25.18M | 0.6% | -4.1% | 10.550% | |
| 8/6/2024 | First Foundation Advisors | 293,308 | $12.68M | 0.5% | +7.1% | 5.314% | |
| 8/2/2024 | Larson Financial Group LLC | 1,483 | $64K | 0.0% | N/A | 0.027% | |
| 7/31/2024 | Taylor Financial Group Inc. | 47,768 | $2.07M | 1.6% | +9.8% | 0.865% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 10,539 | $456K | 0.0% | +9.5% | 0.191% | |
| 7/30/2024 | GGM Financials LLC | 5,065 | $219K | 0.2% | N/A | 0.092% | |
| 7/30/2024 | Golden State Equity Partners | 46,374 | $2.01M | 0.4% | N/A | 0.840% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 21,940 | $948K | 0.0% | +1.7% | 0.397% | |
| 7/19/2024 | Raymond James & Associates | 523,747 | $22.64M | 0.0% | -4.1% | 9.488% | |
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| 7/16/2024 | PCG Wealth Advisors LLC | 12,151 | $525K | 0.2% | -5.9% | 0.220% | |
| 7/9/2024 | Lynx Investment Advisory | 1,859 | $80K | 0.1% | N/A | 0.034% | |
| 5/17/2024 | Hancock Whitney Corp | 17,262 | $746K | 0.0% | -24.8% | 0.313% | |
| 5/10/2024 | First Foundation Advisors | 273,835 | $11.83M | 0.5% | +10.4% | 4.961% | |
| 5/10/2024 | Bright Financial Advisors Inc. | 165,211 | $6.96M | 5.0% | N/A | 2.993% | |
| 5/2/2024 | PDS Planning Inc | 20,500 | $886K | 0.1% | -28.2% | 0.371% | |
| 4/26/2024 | Mesirow Financial Investment Management Inc. | 607,210 | $26.24M | 0.6% | N/A | 10.980% | |
| 4/22/2024 | Raymond James & Associates | 545,957 | $23.59M | 0.0% | -7.0% | 9.873% | |
| 4/19/2024 | PCG Wealth Advisors LLC | 12,917 | $558K | 0.3% | -6.6% | 0.224% | |
| 4/18/2024 | Verum Partners LLC | 5,167 | $223K | 0.1% | -4.9% | 0.090% | |
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