| 8/7/2025 | Rollins Financial Advisors LLC | 4,280 | $407K | 0.1% | -29.2% | 0.029% | |
| 8/5/2025 | NewSquare Capital LLC | 26,482 | $2.52M | 0.2% | +23.1% | 0.178% | |
| 7/30/2025 | Whittier Trust Co. | 647 | $61K | 0.0% | -16.0% | 0.004% | |
| 7/25/2025 | Richardson Financial Services Inc. | 6,760 | $637K | 0.4% | -14.7% | 0.046% | |
| 7/21/2025 | Mechanics Financial Corp | 357 | $34K | 0.0% | -28.5% | 0.002% | |
| 7/18/2025 | Rogco LP | 1,231 | $117K | 0.0% | -30.3% | 0.008% | |
| 7/15/2025 | TD Private Client Wealth LLC | 158,694 | $15.08M | 0.4% | +4.7% | 1.069% | |
| 7/15/2025 | Financial Management Professionals Inc. | 211,899 | $20.13M | 2.3% | -4.5% | 1.427% | |
| 7/14/2025 | AdvisorNet Financial Inc | 2,473 | $235K | 0.0% | +19.2% | 0.017% | |
| 7/11/2025 | Farther Finance Advisors LLC | 3,174 | $302K | 0.0% | -28.6% | 0.021% | |
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| 7/10/2025 | Burns J W & Co. Inc. NY | 3,255 | $309K | 0.0% | -9.7% | 0.021% | |
| 7/8/2025 | Strategic Advocates LLC | 44,444 | $4.22M | 1.3% | -10.9% | 0.288% | |
| 5/22/2025 | Rollins Financial Advisors LLC | 6,044 | $566K | 0.1% | -10.9% | 0.041% | |
| 5/16/2025 | CKW Financial Group | 4,209 | $393K | 0.0% | -78.3% | 0.029% | |
| 5/15/2025 | OLD Mission Capital LLC | 5,684 | $532K | 0.0% | N/A | 0.039% | |
| 5/14/2025 | Flow Traders U.S. LLC | 6,309 | $591K | 0.0% | -61.1% | 0.043% | |
| 5/8/2025 | Strategic Advocates LLC | 49,889 | $4.67M | 1.6% | -51.5% | 0.339% | |
| 5/6/2025 | Compass Financial Group Inc. | 27,080 | $2.54M | 1.3% | -1.1% | 0.184% | |
| 5/6/2025 | Price Capital Management Inc. | 15,000 | $1.40M | 3.5% | N/A | 0.102% | |
| 5/6/2025 | Richardson Financial Services Inc. | 7,921 | $742K | 0.6% | -4.4% | 0.054% | |
| 5/2/2025 | Mechanics Financial Corp | 499 | $47K | 0.0% | -27.0% | 0.003% | |
| 5/2/2025 | Whittier Trust Co. | 770 | $72K | 0.0% | -16.9% | 0.005% | |
| 4/30/2025 | MainStreet Investment Advisors LLC | 13,542 | $1.27M | 0.2% | -15.2% | 0.092% | |
| 4/29/2025 | TD Private Client Wealth LLC | 151,520 | $14.19M | 0.4% | +8.6% | 1.031% | |
| 4/29/2025 | Bank of New York Mellon Corp | 6,838 | $640K | 0.0% | +145.4% | 0.043% | |
| 4/23/2025 | SOL Capital Management CO | 9,208 | $862K | 0.1% | -2.6% | 0.058% | |
| 4/14/2025 | Farther Finance Advisors LLC | 4,446 | $415K | 0.0% | +32.3% | 0.028% | |
| 4/14/2025 | NewSquare Capital LLC | 21,504 | $2.01M | 0.2% | +28.1% | 0.137% | |
| 4/10/2025 | Financial Management Professionals Inc. | 221,971 | $20.79M | 2.7% | +3.0% | 1.409% | |
| 4/9/2025 | NBC Securities Inc. | 649 | $60K | 0.0% | N/A | 0.004% | |
| 4/8/2025 | Burns J W & Co. Inc. NY | 3,605 | $338K | 0.0% | -21.7% | 0.023% | |
| 4/7/2025 | AdvisorNet Financial Inc | 2,075 | $194K | 0.0% | N/A | 0.014% | |
| 4/1/2025 | MassMutual Private Wealth & Trust FSB | 11,549 | $1.08M | 0.0% | -16.8% | 0.076% | |
| 2/17/2025 | MainStreet Investment Advisors LLC | 15,965 | $1.50M | 0.2% | -5.9% | 0.123% | |
| 2/17/2025 | BNP Paribas Financial Markets | 36,000 | $3.37M | 0.0% | N/A | 0.278% | |
| 2/17/2025 | Ameriprise Financial Inc. | 81,716 | $7.66M | 0.0% | -5.0% | 0.631% | |
| 2/13/2025 | Rollins Financial Advisors LLC | 6,787 | $636K | 0.1% | -13.3% | 0.052% | |
| 2/12/2025 | JPMorgan Chase & Co. | 168,990 | $15.83M | 0.0% | -79.8% | 1.305% | |
| 2/12/2025 | Murphy & Mullick Capital Management Corp | 6,067 | $568K | 0.5% | N/A | 0.047% | |
| 2/11/2025 | Hillsdale Investment Management Inc. | 4,615 | $432K | 0.0% | +37.1% | 0.036% | |
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| 2/11/2025 | TD Private Client Wealth LLC | 139,566 | $13.08M | 0.4% | +11.9% | 1.078% | |
| 2/10/2025 | Farther Finance Advisors LLC | 3,360 | $315K | 0.0% | -8.6% | 0.026% | |
| 2/6/2025 | One Capital Management LLC | 90,148 | $8.45M | 0.3% | +57.1% | 0.696% | |
| 2/6/2025 | NewSquare Capital LLC | 16,791 | $1.57M | 0.1% | +2.6% | 0.130% | |
| 2/6/2025 | Jones Financial Companies Lllp | 3,662 | $343K | 0.0% | +533.6% | 0.028% | |
| 2/5/2025 | Compass Financial Group Inc. | 27,392 | $2.57M | 1.2% | -3.7% | 0.212% | |
| 2/4/2025 | Bank of New York Mellon Corp | 2,787 | $261K | 0.0% | -49.0% | 0.022% | |
| 2/3/2025 | Navellier & Associates Inc. | 2,203 | $206K | 0.0% | N/A | 0.017% | |
| 2/3/2025 | JMG Financial Group Ltd. | 6,111 | $572K | 0.0% | -18.1% | 0.047% | |
| 1/31/2025 | Rogco LP | 1,785 | $167K | 0.1% | -26.0% | 0.014% | |
| 1/28/2025 | Advisors Preferred LLC | 93,444 | $8.77M | 1.4% | +10.7% | 0.722% | |
| 1/24/2025 | Richardson Financial Services Inc. | 8,285 | $781K | 0.5% | -11.0% | 0.064% | |
| 1/23/2025 | Strategic Advocates LLC | 102,902 | $9.64M | 3.3% | +8.6% | 0.795% | |
| 1/23/2025 | SOL Capital Management CO | 9,458 | $886K | 0.1% | +5.1% | 0.073% | |
| 1/22/2025 | CKW Financial Group | 19,425 | $1.82M | 0.2% | -2.1% | 0.150% | |
| 1/16/2025 | MassMutual Private Wealth & Trust FSB | 13,876 | $1.30M | 0.0% | -7.2% | 0.107% | |
| 1/15/2025 | Financial Management Professionals Inc. | 215,509 | $20.19M | 2.6% | +3.4% | 1.664% | |
| 1/14/2025 | Pinnacle Bancorp Inc. | 7,767 | $728K | 0.2% | -2.1% | 0.060% | |
| 1/13/2025 | Burns J W & Co. Inc. NY | 4,606 | $431K | 0.1% | -20.0% | 0.036% | |
| 12/26/2024 | JPMorgan Chase & Co. | 838,460 | $80.07M | 0.0% | +2,364.3% | 6.475% | |
| 11/18/2024 | TD Private Client Wealth LLC | 124,687 | $11.91M | 0.3% | +13.7% | 0.963% | |
| 11/14/2024 | Flow Traders U.S. LLC | 7,257 | $693K | 0.0% | -18.3% | 0.056% | |
| 11/13/2024 | CKW Financial Group | 19,837 | $1.88M | 0.2% | +2.8% | 0.153% | |
| 10/29/2024 | Farther Finance Advisors LLC | 3,675 | $351K | 0.0% | +86.5% | 0.028% | |
| 10/24/2024 | Financial Management Professionals Inc. | 208,386 | $19.90M | 2.5% | +6.8% | 1.609% | |
| 10/23/2024 | Rogco LP | 2,411 | $230K | 0.1% | -33.4% | 0.019% | |
| 10/23/2024 | JMG Financial Group Ltd. | 7,460 | $712K | 0.0% | -18.7% | 0.058% | |
| 10/17/2024 | Strategic Advocates LLC | 94,711 | $9.05M | 3.2% | +8.4% | 0.731% | |
| 10/10/2024 | Valeo Financial Advisors LLC | 5,275 | $504K | 0.0% | -9.6% | 0.041% | |
| 10/5/2024 | Burns J W & Co. Inc. NY | 5,761 | $550K | 0.1% | -4.2% | 0.044% | |
| 10/2/2024 | Massmutual Trust Co. FSB ADV | 14,953 | $1.43M | 0.0% | -4.5% | 0.115% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 615 | $58K | 0.0% | +77.7% | 0.005% | |
| 8/12/2024 | Richardson Financial Services Inc. | 9,307 | $863K | 0.6% | -3.0% | 0.072% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 384 | $36K | 0.0% | N/A | 0.003% | |
| 8/6/2024 | MainStreet Investment Advisors LLC | 18,949 | $1.76M | 0.2% | -30.8% | 0.146% | |
| 8/1/2024 | Mechanics Financial Corp | 2,318 | $215K | 0.1% | -74.4% | 0.018% | |
| 7/30/2024 | JMG Financial Group Ltd. | 9,178 | $851K | 0.0% | -11.1% | 0.071% | |
| 7/24/2024 | Family Firm Inc. | 963 | $89K | 0.0% | N/A | 0.007% | |
| 7/23/2024 | NewSquare Capital LLC | 15,991 | $1.48M | 0.1% | +13.4% | 0.123% | |
| 7/11/2024 | Strategic Advocates LLC | 87,392 | $8.10M | 3.2% | +5.2% | 0.675% | |
| 7/10/2024 | Valeo Financial Advisors LLC | 5,838 | $541K | 0.0% | -4.8% | 0.045% | |
| 6/11/2024 | EverSource Wealth Advisors LLC | 346 | $32K | 0.0% | +47.2% | 0.003% | |
| 5/17/2024 | Comerica Bank | 2,739 | $256K | 0.0% | -6.5% | 0.021% | |
| 5/9/2024 | Rogco LP | 5,071 | $474K | 0.2% | -86.4% | 0.039% | |
| 5/4/2024 | Richardson Financial Services Inc. | 9,596 | $897K | 0.6% | -13.9% | 0.074% | |
| 4/30/2024 | JMG Financial Group Ltd. | 10,329 | $966K | 0.0% | -28.5% | 0.079% | |
| 4/25/2024 | Valeo Financial Advisors LLC | 6,133 | $566K | 0.0% | +16.3% | 0.047% | |
| 4/24/2024 | SOL Capital Management CO | 8,893 | $831K | 0.1% | +1.4% | 0.068% | |
| 4/24/2024 | NBT Bank N A NY | 3,118 | $291K | 0.0% | -6.6% | 0.024% | |
| 4/17/2024 | Burns J W & Co. Inc. NY | 6,011 | $562K | 0.1% | -12.6% | 0.049% | |
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| 4/16/2024 | Financial Management Professionals Inc. | 178,298 | $16.67M | 2.5% | +3.0% | 1.455% | |
| 4/16/2024 | Pinnacle Bancorp Inc. | 10,182 | $952K | 0.3% | +5.6% | 0.083% | |
| 4/9/2024 | Massmutual Trust Co. FSB ADV | 15,689 | $1.47M | 0.0% | -36.6% | 0.128% | |
| 4/3/2024 | Strategic Advocates LLC | 83,046 | $7.76M | 3.0% | +1,081.5% | 0.678% | |
| 3/4/2024 | Richardson Financial Services Inc. | 11,139 | $1.04M | 0.9% | N/A | 0.091% | |
| 2/9/2024 | MainStreet Investment Advisors LLC | 28,019 | $2.61M | 0.3% | +142.4% | 0.229% | |
| 2/7/2024 | Strategic Advocates LLC | 7,029 | $654K | 0.3% | +26.3% | 0.057% | |
| 2/7/2024 | Cary Street Partners Investment Advisory LLC | 2,626 | $260K | 0.0% | +5.6% | 0.021% | |
| 2/6/2024 | Rollins Financial | 5,816 | $541K | 0.1% | +45.7% | 0.047% | |
| 2/6/2024 | Mechanics Financial Corp | 27,612 | $2.57M | 1.4% | +0.6% | 0.225% | |
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