| 7/16/2025 | Octavia Wealth Advisors LLC | 581,061 | $25.35M | 2.9% | +19.9% | 10.018% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 456,727 | $19.77M | 0.0% | -3.4% | 7.875% | |
| 7/8/2025 | First National Corp MA ADV | 259,691 | $11.33M | 2.3% | N/A | 4.477% | |
| 5/21/2025 | Reliant Investment Partners LLC | 8,994 | $390K | 0.4% | -3.9% | 0.158% | |
| 5/19/2025 | Jane Street Group LLC | 31,604 | $1.37M | 0.0% | +59.4% | 0.554% | |
| 5/15/2025 | Royal Bank of Canada | 50,156 | $2.18M | 0.0% | +119.7% | 0.880% | |
| 5/15/2025 | OLD Mission Capital LLC | 6,472 | $281K | 0.0% | N/A | 0.114% | |
| 5/9/2025 | WealthShield Partners LLC | 1,110 | $48K | 0.0% | +100.0% | 0.019% | |
| 5/8/2025 | Eastern Bank | 1,008 | $44K | 0.0% | N/A | 0.018% | |
| 5/7/2025 | LPL Financial LLC | 70,143 | $3.04M | 0.0% | -14.2% | 1.231% | |
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| 5/6/2025 | PFG Advisors | 154,577 | $6.71M | 0.4% | +0.9% | 2.712% | |
| 5/5/2025 | Cannon Financial Strategists Inc. | 28,531 | $1.24M | 0.2% | -8.6% | 0.501% | |
| 4/30/2025 | Phillips Financial Management LLC | 41,072 | $1.78M | 0.1% | -6.3% | 0.721% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 13,882 | $602K | 0.0% | +2.2% | 0.262% | |
| 4/22/2025 | 5T Wealth LLC | 7,141 | $310K | 0.2% | -15.0% | 0.135% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 472,792 | $20.52M | 0.0% | -4.9% | 8.921% | |
| 4/15/2025 | Charis Legacy Partners LLC | 7,100 | $308K | 0.6% | N/A | 0.134% | |
| 4/14/2025 | Octavia Wealth Advisors LLC | 484,701 | $21.04M | 2.6% | +124.1% | 9.145% | |
| 4/9/2025 | NBC Securities Inc. | 900 | $39K | 0.0% | N/A | 0.017% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 497,167 | $21.10M | 0.0% | +4,055.5% | 9.207% | |
| 2/17/2025 | Chapman Financial Group LLC | 2,257 | $96K | 0.1% | N/A | 0.055% | |
| 2/17/2025 | Bank of America Corp DE | 207,336 | $8.80M | 0.0% | +23.6% | 5.057% | |
| 2/14/2025 | Jane Street Group LLC | 19,830 | $842K | 0.0% | -55.5% | 0.484% | |
| 2/13/2025 | Mariner LLC | 1,148,662 | $48.75M | 0.1% | +3.2% | 28.016% | |
| 2/13/2025 | Raymond James Financial Inc. | 13,594 | $577K | 0.0% | N/A | 0.332% | |
| 2/13/2025 | Bank of Montreal Can | 5,087 | $216K | 0.0% | -14.3% | 0.124% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 13,584 | $577K | 0.0% | -12.6% | 0.331% | |
| 2/12/2025 | Howe & Rusling Inc. | 1,362 | $58K | 0.0% | N/A | 0.033% | |
| 2/12/2025 | JPMorgan Chase & Co. | 60,668 | $2.58M | 0.0% | +179.4% | 1.480% | |
| 2/12/2025 | Financial Engines Advisors L.L.C. | 36,393 | $1.55M | 0.0% | N/A | 0.888% | |
| 2/11/2025 | LPL Financial LLC | 81,793 | $3.47M | 0.0% | -24.5% | 1.995% | |
| 2/11/2025 | TAP Consulting LLC | 123,812 | $5.26M | 1.1% | +1.8% | 3.020% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 9,069 | $385K | 0.0% | -27.9% | 0.221% | |
| 2/10/2025 | Phillips Financial Management LLC | 43,820 | $1.86M | 0.1% | -4.4% | 1.069% | |
| 2/7/2025 | PFG Advisors | 153,267 | $6.51M | 0.4% | +5.7% | 3.738% | |
| 2/7/2025 | Destination Wealth Management | 435,400 | $18.48M | 0.6% | +1.5% | 10.620% | |
| 2/6/2025 | Raymond James Financial Inc. | 13,594 | $577K | 0.0% | N/A | 0.332% | |
| 2/5/2025 | Spectrum Wealth Counsel LLC | 11,230 | $477K | 0.1% | +10.7% | 0.274% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 15,316 | $650K | 0.0% | +29.3% | 0.374% | |
| 2/3/2025 | Cannon Financial Strategists Inc. | 31,211 | $1.33M | 0.2% | +11.8% | 0.761% | |
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| 1/31/2025 | Global Retirement Partners LLC | 162,571 | $6.90M | 0.2% | N/A | 3.965% | |
| 1/31/2025 | 5T Wealth LLC | 8,398 | $356K | 0.2% | N/A | 0.205% | |
| 1/30/2025 | Principal Securities Inc. | 6,914 | $293K | 0.0% | +167.7% | 0.169% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 5,975 | $254K | 0.0% | +16.9% | 0.146% | |
| 1/24/2025 | Rice Partnership LLC | 8,396 | $356K | 0.1% | +7.9% | 0.205% | |
| 1/17/2025 | Octavia Wealth Advisors LLC | 216,250 | $9.18M | 1.1% | N/A | 5.274% | |
| 1/8/2025 | Private Client Services LLC | 5,275 | $224K | 0.1% | +12.9% | 0.129% | |
| 12/26/2024 | JPMorgan Chase & Co. | 21,714 | $967K | 0.0% | +2.4% | 0.530% | |
| 11/25/2024 | Destination Wealth Management | 428,795 | $19.09M | 0.6% | +3.6% | 10.458% | |
| 11/15/2024 | EP Wealth Advisors LLC | 2,526 | $112K | 0.0% | -35.2% | 0.062% | |
| 11/15/2024 | Jane Street Group LLC | 44,546 | $1.98M | 0.0% | -11.7% | 1.086% | |
| 11/7/2024 | Phillips Financial Management LLC | 45,852 | $2.04M | 0.2% | -5.6% | 1.118% | |
| 10/31/2024 | Concurrent Investment Advisors LLC | 11,841 | $527K | 0.0% | N/A | 0.289% | |
| 10/19/2024 | Cannon Financial Strategists Inc. | 40,876 | $1.78M | 0.3% | +47.6% | 0.997% | |
| 10/15/2024 | PFG Advisors | 144,964 | $6.46M | 0.4% | +6.9% | 3.536% | |
| 10/11/2024 | FinTrust Capital Advisors LLC | 505,050 | $22.49M | 3.8% | +0.5% | 12.318% | |
| 10/9/2024 | TAP Consulting LLC | 121,567 | $5.41M | 1.1% | +6.6% | 2.965% | |
| 10/3/2024 | Private Client Services LLC | 4,672 | $208K | 0.1% | N/A | 0.114% | |
| 9/10/2024 | Cannon Financial Strategists Inc. | 27,701 | $1.18M | 0.2% | N/A | 0.676% | |
| 8/19/2024 | EP Wealth Advisors LLC | 3,896 | $166K | 0.0% | N/A | 0.095% | |
| 8/8/2024 | J.W. Cole Advisors Inc. | 5,322 | $227K | 0.0% | -18.9% | 0.130% | |
| 8/8/2024 | PFG Advisors | 135,630 | $5.78M | 0.4% | +3.1% | 3.308% | |
| 8/6/2024 | TAP Consulting LLC | 114,088 | $4.86M | 1.0% | +12.1% | 2.783% | |
| 7/25/2024 | Destination Wealth Management | 414,024 | $17.64M | 0.6% | +0.9% | 10.098% | |
| 6/3/2024 | Kopp LeRoy C | 834 | $36K | 0.0% | N/A | 0.020% | |
| 5/7/2024 | PFG Advisors | 131,495 | $5.64M | 0.4% | -11.3% | 3.287% | |
| 5/2/2024 | FinTrust Capital Advisors LLC | 518,712 | $22.25M | 4.3% | -4.0% | 12.968% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 13,191 | $566K | 0.0% | +47.6% | 0.330% | |
| 4/23/2024 | TAP Consulting LLC | 101,752 | $4.37M | 1.0% | N/A | 2.544% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 11,964 | $513K | 0.0% | -3.1% | 0.278% | |
| 2/13/2024 | FinTrust Capital Advisors LLC | 540,372 | $23.50M | 4.7% | +2.5% | 12.567% | |
| 2/12/2024 | Rice Partnership LLC | 7,656 | $333K | 0.1% | +11.6% | 0.178% | |
| 2/6/2024 | Robertson Stephens Wealth Management LLC | 8,378 | $364K | 0.0% | N/A | 0.195% | |
| 1/31/2024 | J.W. Cole Advisors Inc. | 6,549 | $285K | 0.0% | -9.1% | 0.152% | |
| 1/25/2024 | Phillips Financial Management LLC | 51,216 | $2.23M | 0.2% | -6.1% | 1.191% | |
| 1/19/2024 | PFG Advisors | 148,211 | $6.45M | 0.5% | +1.9% | 3.447% | |
| 1/5/2024 | CGN Advisors LLC | 22,478 | $978K | 0.1% | -96.8% | 0.523% | |
| 11/13/2023 | Rice Partnership LLC | 6,862 | $283K | 0.1% | -3.7% | 0.160% | |
| 11/13/2023 | Mariner LLC | 1,011,284 | $41.64M | 0.1% | +6.5% | 23.518% | |
| 11/9/2023 | Phillips Financial Management LLC | 54,531 | $2.25M | 0.2% | +0.5% | 1.268% | |
| 11/9/2023 | Blair William & Co. IL | 2,136 | $88K | 0.0% | -21.4% | 0.050% | |
| 11/4/2023 | NBC Securities Inc. | 900 | $37K | 0.0% | N/A | 0.021% | |
| 10/31/2023 | Fifth Third Bancorp | 653 | $27K | 0.0% | N/A | 0.015% | |
| 10/24/2023 | Stratos Wealth Partners LTD. | 5,664 | $233K | 0.0% | -15.5% | 0.132% | |
| 10/24/2023 | FinTrust Capital Advisors LLC | 527,036 | $21.70M | 4.8% | +95.3% | 12.257% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 18,192 | $749K | 0.0% | -14.9% | 0.423% | |
| 10/16/2023 | RFG Advisory LLC | 5,346 | $220K | 0.0% | +13.5% | 0.124% | |
| 10/13/2023 | PFG Advisors | 145,489 | $5.99M | 0.5% | N/A | 3.383% | |
| 10/13/2023 | CGN Advisors LLC | 713,197 | $29.37M | 4.0% | +0.7% | 16.586% | |
| 10/12/2023 | Market Street Wealth Management Advisors LLC | 11,852 | $488K | 0.1% | -37.5% | 0.276% | |
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| 10/10/2023 | Cyndeo Wealth Partners LLC | 5,252 | $216K | 0.0% | -47.1% | 0.122% | |
| 8/10/2023 | Meitav Investment House Ltd. | 908 | $39K | 0.0% | N/A | 0.023% | |
| 8/8/2023 | Rice Partnership LLC | 7,125 | $307K | 0.1% | +16.4% | 0.178% | |
| 7/31/2023 | LPL Financial LLC | 40,347 | $1.74M | 0.0% | +3.9% | 1.009% | |
| 7/27/2023 | J.W. Cole Advisors Inc. | 7,266 | $313K | 0.0% | -4.2% | 0.182% | |
| 7/18/2023 | Stratos Wealth Partners LTD. | 6,699 | $289K | 0.0% | N/A | 0.167% | |
| 7/10/2023 | CGN Advisors LLC | 708,083 | $30.50M | 4.4% | +11.4% | 18.156% | |
| 5/8/2023 | Phillips Financial Management LLC | 56,140 | $2.46M | 0.2% | -1.0% | 1.439% | |
| 5/8/2023 | WealthShield Partners LLC | 4,621 | $202K | 0.0% | -19.4% | 0.118% | |
| 5/5/2023 | Destination Wealth Management | 364,993 | $15.99M | 0.6% | +9.6% | 9.359% | |
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