| 5/19/2025 | Jane Street Group LLC | 7,058 | $416K | 0.0% | -60.7% | 0.202% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 1,813,628 | $106.78M | 0.0% | -1.3% | 51.818% | |
| 5/14/2025 | Flow Traders U.S. LLC | 26,467 | $1.56M | 0.1% | -42.0% | 0.756% | |
| 5/13/2025 | Watts Gwilliam & Co. LLC | 12,390 | $729K | 0.2% | -3.2% | 0.354% | |
| 5/13/2025 | HighTower Advisors LLC | 20,723 | $1.22M | 0.0% | -13.6% | 0.592% | |
| 5/12/2025 | Berger Financial Group Inc | 16,673 | $982K | 0.1% | -94.1% | 0.476% | |
| 5/6/2025 | Cetera Investment Advisers | 5,967 | $351K | 0.0% | -19.2% | 0.170% | |
| 5/1/2025 | Hughes Financial Services LLC | 542,532 | $31.99M | 6.3% | +0.7% | 15.501% | |
| 4/23/2025 | SOL Capital Management CO | 79,795 | $4.70M | 0.5% | +1.1% | 2.046% | |
| 4/17/2025 | Traphagen Investment Advisors LLC | 19,830 | $1.17M | 0.1% | -12.6% | 0.508% | |
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| 4/8/2025 | Highland Financial Advisors LLC | 232,187 | $13.67M | 4.9% | -3.3% | 5.954% | |
| 2/17/2025 | Cetera Investment Advisers | 7,387 | $455K | 0.0% | +30.4% | 0.117% | |
| 2/17/2025 | Captrust Financial Advisors | 3,881 | $239K | 0.0% | -5.9% | 0.062% | |
| 2/17/2025 | Bank of America Corp DE | 36,328 | $2.24M | 0.0% | +1.3% | 0.577% | |
| 2/14/2025 | Jane Street Group LLC | 17,973 | $1.11M | 0.0% | +52.6% | 0.285% | |
| 2/14/2025 | Berger Financial Group Inc | 283,174 | $17.43M | 1.2% | +0.8% | 4.495% | |
| 2/14/2025 | Susquehanna International Group LLP | 25,280 | $1.56M | 0.0% | -54.3% | 0.401% | |
| 2/13/2025 | Raymond James Financial Inc. | 19,470 | $1.20M | 0.0% | N/A | 0.309% | |
| 2/12/2025 | IPG Investment Advisors LLC | 14,490 | $892K | 0.2% | N/A | 0.230% | |
| 2/12/2025 | Heritage Wealth Advisors | 507 | $31K | 0.0% | N/A | 0.008% | |
| 2/11/2025 | LPL Financial LLC | 7,396 | $455K | 0.0% | +6.0% | 0.117% | |
| 2/10/2025 | Hughes Financial Services LLC | 538,784 | $33.16M | 6.8% | N/A | 8.552% | |
| 2/7/2025 | HighTower Advisors LLC | 23,980 | $1.48M | 0.0% | +3.7% | 0.381% | |
| 2/7/2025 | New England Private Wealth Advisors LLC | 12,522 | $771K | 0.1% | +63.3% | 0.199% | |
| 2/6/2025 | Raymond James Financial Inc. | 19,470 | $1.20M | 0.0% | N/A | 0.309% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 458 | $28K | 0.0% | N/A | 0.007% | |
| 1/30/2025 | Highland Financial Advisors LLC | 240,051 | $14.77M | 5.1% | +0.7% | 3.810% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 27,177 | $1.67M | 0.1% | -17.7% | 0.431% | |
| 1/23/2025 | SOL Capital Management CO | 78,924 | $4.86M | 0.5% | -5.7% | 1.253% | |
| 1/17/2025 | Traphagen Investment Advisors LLC | 22,685 | $1.40M | 0.1% | -26.3% | 0.360% | |
| 11/15/2024 | Jane Street Group LLC | 11,778 | $719K | 0.0% | -58.6% | 0.187% | |
| 11/14/2024 | Flow Traders U.S. LLC | 28,955 | $1.77M | 0.1% | N/A | 0.460% | |
| 11/14/2024 | Captrust Financial Advisors | 4,124 | $252K | 0.0% | -40.6% | 0.065% | |
| 10/30/2024 | Highland Financial Advisors LLC | 238,368 | $14.55M | 5.2% | +7.2% | 3.784% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 33,005 | $2.01M | 0.1% | -65.5% | 0.524% | |
| 10/28/2024 | Stephens Inc. AR | 16,714 | $1.02M | 0.0% | -4.8% | 0.265% | |
| 10/22/2024 | SOL Capital Management CO | 83,710 | $5.11M | 0.6% | -2.6% | 1.329% | |
| 10/21/2024 | Traphagen Investment Advisors LLC | 30,781 | $1.88M | 0.2% | -28.7% | 0.489% | |
| 10/9/2024 | Watts Gwilliam & Co. LLC | 12,760 | $777K | 0.2% | N/A | 0.203% | |
| 10/4/2024 | HBW Advisory Services LLC | 2,101 | $128K | 0.0% | -97.7% | 0.033% | |
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| 8/16/2024 | Susquehanna International Group LLP | 62,778 | $3.56M | 0.0% | -42.7% | 0.996% | |
| 8/8/2024 | New England Private Wealth Advisors LLC | 6,691 | $380K | 0.1% | N/A | 0.106% | |
| 7/23/2024 | SOL Capital Management CO | 85,969 | $4.88M | 0.6% | -4.7% | 1.365% | |
| 7/23/2024 | Traphagen Investment Advisors LLC | 43,159 | $2.45M | 0.3% | -30.5% | 0.685% | |
| 7/17/2024 | Highland Financial Advisors LLC | 222,414 | $12.62M | 4.7% | +14.7% | 3.530% | |
| 7/5/2024 | HBW Advisory Services LLC | 91,107 | $5.17M | 0.9% | -2.8% | 1.446% | |
| 5/16/2024 | Jane Street Group LLC | 111,580 | $6.26M | 0.0% | -13.2% | 1.771% | |
| 5/2/2024 | Consolidated Planning Corp | 10,781 | $605K | 0.1% | -56.0% | 0.171% | |
| 4/24/2024 | SOL Capital Management CO | 90,197 | $5.06M | 0.6% | +1.8% | 1.432% | |
| 3/1/2024 | Goldman Sachs Group Inc. | 2,021,017 | $106.25M | 0.0% | -3.5% | 29.290% | |
| 2/13/2024 | Goldman Sachs Group Inc. | 2,021,017 | $106.25M | 0.0% | -3.5% | 29.290% | |
| 2/9/2024 | Gladstone Institutional Advisory LLC | 93,464 | $4.91M | 0.3% | +1.9% | 1.355% | |
| 2/7/2024 | Berger Financial Group Inc | 379,851 | $19.94M | 2.1% | +5.3% | 5.505% | |
| 2/5/2024 | Consolidated Planning Corp | 24,478 | $1.29M | 0.2% | -7.7% | 0.355% | |
| 1/29/2024 | Crestwood Advisors Group LLC | 22,613 | $1.19M | 0.0% | -4.2% | 0.328% | |
| 1/25/2024 | SOL Capital Management CO | 88,619 | $4.65M | 0.6% | -3.4% | 1.284% | |
| 1/18/2024 | Highland Financial Advisors LLC | 189,179 | $9.93M | 4.3% | +74.9% | 2.742% | |
| 1/16/2024 | HBW Advisory Services LLC | 93,699 | $4.92M | 0.9% | +0.8% | 1.358% | |
| 1/16/2024 | Raymond James & Associates | 20,182 | $1.06M | 0.0% | +11.0% | 0.292% | |
| 11/30/2023 | Modera Wealth Management LLC | 3,287 | $154K | 0.0% | N/A | 0.048% | |
| 11/15/2023 | Crestwood Advisors Group LLC | 23,602 | $1.10M | 0.0% | -13.0% | 0.342% | |
| 11/8/2023 | HighTower Advisors LLC | 12,249 | $571K | 0.0% | N/A | 0.178% | |
| 11/3/2023 | Berger Financial Group Inc | 360,867 | $16.85M | 1.9% | +2.5% | 5.230% | |
| 10/25/2023 | Highland Financial Advisors LLC | 108,147 | $5.05M | 2.6% | +1.9% | 1.567% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 4,933 | $230K | 0.0% | -8.3% | 0.071% | |
| 10/19/2023 | SOL Capital Management CO | 91,726 | $4.28M | 0.7% | +5.0% | 1.329% | |
| 10/12/2023 | HBW Advisory Services LLC | 92,956 | $4.34M | 0.9% | -22.3% | 1.347% | |
| 10/11/2023 | Legacy Private Trust Co. | 22,083 | $1.03M | 0.1% | -1.8% | 0.320% | |
| 8/10/2023 | Berger Financial Group Inc | 352,019 | $17.30M | 2.0% | +0.7% | 5.102% | |
| 8/9/2023 | Precision Wealth Strategies LLC | 10,244 | $503K | 0.8% | -13.6% | 0.148% | |
| 8/2/2023 | Bank of Montreal Can | 8,189 | $407K | 0.0% | N/A | 0.119% | |
| 7/31/2023 | Ten Capital Wealth Advisors LLC | 24,815 | $1.22M | 0.4% | -7.0% | 0.360% | |
| 7/13/2023 | Highland Financial Advisors LLC | 106,132 | $5.22M | 2.7% | -6.9% | 1.538% | |
| 7/12/2023 | American National Bank | 945 | $46K | 0.0% | -25.9% | 0.014% | |
| 7/7/2023 | Legacy Private Trust Co. | 22,487 | $1.11M | 0.1% | -9.2% | 0.321% | |
| 7/6/2023 | HBW Advisory Services LLC | 119,646 | $5.88M | 1.3% | -1.6% | 1.709% | |
| 5/23/2023 | Toroso Investments LLC | 31,021 | $1.44M | 0.0% | N/A | 0.437% | |
| 5/22/2023 | American Trust | 7,278 | $333K | 0.0% | -4.3% | 0.103% | |
| 5/15/2023 | Gladstone Institutional Advisory LLC | 109,864 | $5.10M | 0.3% | +2.7% | 1.547% | |
| 5/12/2023 | Crestwood Advisors Group LLC | 27,497 | $1.28M | 0.0% | -2.4% | 0.387% | |
| 5/10/2023 | Resources Investment Advisors LLC. | 7,577 | $352K | 0.0% | N/A | 0.107% | |
| 5/4/2023 | Ten Capital Wealth Advisors LLC | 26,678 | $1.24M | 0.4% | -1.5% | 0.376% | |
| 5/4/2023 | Consolidated Planning Corp | 26,303 | $1.22M | 0.3% | -15.4% | 0.370% | |
| 5/4/2023 | Precision Wealth Strategies LLC | 11,857 | $550K | 0.9% | -10.1% | 0.167% | |
| 4/28/2023 | AdvisorNet Financial Inc | 810 | $38K | 0.0% | -59.9% | 0.011% | |
| 4/24/2023 | Berger Financial Group Inc | 349,464 | $16.21M | 2.0% | +12.5% | 4.922% | |
| 4/19/2023 | SOL Capital Management CO | 87,030 | $4.04M | 0.7% | +9.6% | 1.226% | |
| 4/17/2023 | Highland Financial Advisors LLC | 114,014 | $5.29M | 2.9% | +13.1% | 1.606% | |
| 4/14/2023 | Raymond James & Associates | 18,175 | $843K | 0.0% | -54.2% | 0.256% | |
| 4/12/2023 | Legacy Private Trust Co. | 24,771 | $1.15M | 0.1% | -9.3% | 0.349% | |
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| 4/7/2023 | HBW Advisory Services LLC | 121,638 | $5.64M | 1.4% | +2.1% | 1.713% | |
| 3/6/2023 | OLD Mission Capital LLC | 610 | $25K | 0.0% | N/A | 0.008% | |
| 2/14/2023 | Quantitative Advantage LLC | 8,026 | $328K | 0.1% | +34.1% | 0.108% | |
| 2/13/2023 | Consolidated Planning Corp | 31,085 | $1.27M | 0.4% | N/A | 0.420% | |
| 2/10/2023 | StoneX Group Inc. | 42,894 | $1.75M | 1.2% | +123.8% | 0.580% | |
| 2/10/2023 | Ten Capital Wealth Advisors LLC | 27,092 | $1.11M | 0.4% | -2.2% | 0.366% | |
| 2/8/2023 | Raymond James & Associates | 39,646 | $1.62M | 0.0% | N/A | 0.536% | |
| 2/8/2023 | UBS Group AG | 3,507 | $143K | 0.0% | +19.4% | 0.047% | |
| 2/8/2023 | Highland Financial Advisors LLC | 100,769 | $4.11M | 2.4% | -1.9% | 1.362% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 12,532 | $511K | 0.0% | -37.1% | 0.169% | |
