| 8/12/2025 | Howe & Rusling Inc. | 2,650 | $129K | 0.0% | N/A | 0.045% | |
| 8/8/2025 | Cetera Investment Advisers | 20,070 | $978K | 0.0% | +6.7% | 0.339% | |
| 8/7/2025 | New England Private Wealth Advisors LLC | 186,145 | $9.56M | 1.4% | -3.9% | 3.144% | |
| 8/5/2025 | Prosperity Consulting Group LLC | 43,575 | $2.12M | 0.2% | -4.7% | 0.736% | |
| 8/5/2025 | American Institute for Advanced Investment Management LLP | 6,662 | $325K | 0.2% | +3.1% | 0.113% | |
| 8/4/2025 | Integrity Alliance LLC. | 14,939 | $728K | 0.0% | -50.0% | 0.252% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 12,915 | $630K | 0.0% | +9.2% | 0.218% | |
| 7/30/2025 | KPP Advisory Services LLC | 31,395 | $1.53M | 0.3% | +3.9% | 0.530% | |
| 7/29/2025 | Dale Q Rice Investment Management Ltd | 9,908 | $488K | 0.4% | -54.6% | 0.167% | |
| 7/25/2025 | Commonwealth Financial Services LLC | 19,462 | $949K | 0.2% | -13.8% | 0.329% | |
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| 7/24/2025 | Trust Co. of Toledo NA OH | 1,020 | $50K | 0.0% | N/A | 0.017% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 45,071 | $2.20M | 0.1% | -25.2% | 0.760% | |
| 7/16/2025 | Twelve Points Wealth Management LLC | 70,309 | $3.43M | 0.9% | -65.7% | 1.186% | |
| 7/14/2025 | Sowell Financial Services LLC | 15,044 | $733K | 0.0% | -2.5% | 0.254% | |
| 7/10/2025 | Vista Investment Partners LLC | 10,873 | $530K | 0.2% | +11.8% | 0.183% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 10,107 | $501K | 0.0% | -8.6% | 0.170% | |
| 7/9/2025 | Fiduciary Alliance LLC | 4,309 | $210K | 0.0% | N/A | 0.073% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 32,169 | $1.41M | 0.0% | -59.5% | 0.540% | |
| 5/20/2025 | Integrity Alliance LLC. | 29,878 | $1.31M | 0.1% | N/A | 0.488% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 32,169 | $1.41M | 0.0% | -59.5% | 0.526% | |
| 5/16/2025 | Jones Financial Companies Lllp | 5,302 | $232K | 0.0% | +144.3% | 0.087% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 11,325 | $496K | 0.0% | N/A | 0.185% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 43,926 | $1.93M | 0.0% | +39.6% | 0.718% | |
| 5/14/2025 | Flow Traders U.S. LLC | 18,780 | $823K | 0.0% | N/A | 0.307% | |
| 5/13/2025 | HighTower Advisors LLC | 18,632 | $817K | 0.0% | -5.9% | 0.304% | |
| 5/9/2025 | Commonwealth Financial Services LLC | 22,571 | $989K | 0.2% | -1.1% | 0.369% | |
| 5/7/2025 | LPL Financial LLC | 201,641 | $8.84M | 0.0% | -34.5% | 3.226% | |
| 5/6/2025 | Assetmark Inc. | 7,506 | $329K | 0.0% | N/A | 0.120% | |
| 5/6/2025 | Cetera Investment Advisers | 18,802 | $824K | 0.0% | +29.6% | 0.301% | |
| 5/5/2025 | Willner & Heller LLC | 11,515 | $505K | 0.5% | -8.4% | 0.184% | |
| 5/1/2025 | Hughes Financial Services LLC | 1,615 | $71K | 0.0% | N/A | 0.026% | |
| 5/1/2025 | Stephens Inc. AR | 23,420 | $1.03M | 0.0% | +2.5% | 0.375% | |
| 4/30/2025 | Twelve Points Wealth Management LLC | 205,196 | $8.99M | 2.4% | +5.9% | 3.283% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 11,822 | $518K | 0.0% | -40.3% | 0.189% | |
| 4/23/2025 | KPP Advisory Services LLC | 30,220 | $1.33M | 0.2% | -3.0% | 0.484% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 27,226 | $1.19M | 0.0% | -9.8% | 0.436% | |
| 4/22/2025 | Dale Q Rice Investment Management Ltd | 21,830 | $957K | 0.5% | -7.9% | 0.349% | |
| 4/22/2025 | Arrow Investment Advisors LLC | 17,701 | $776K | 0.8% | N/A | 0.283% | |
| 4/17/2025 | Vista Investment Partners LLC | 9,724 | $426K | 0.1% | N/A | 0.156% | |
| 4/17/2025 | Pacific Sun Financial Corp | 11,705 | $513K | 0.3% | -4.1% | 0.187% | |
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| 4/17/2025 | American Institute for Advanced Investment Management LLP | 6,462 | $283K | 0.2% | +17.8% | 0.103% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 11,061 | $485K | 0.0% | -25.0% | 0.177% | |
| 4/11/2025 | Princeton Global Asset Management LLC | 2,519 | $110K | 0.0% | -37.2% | 0.040% | |
| 4/10/2025 | Matrix Trust Co | 29,410 | $1.29M | 0.2% | +46.6% | 0.469% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 14,748 | $714K | 0.0% | +38.2% | 0.231% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 16,748 | $811K | 0.0% | +10.7% | 0.262% | |
| 2/17/2025 | Cornerstone Financial Group LLC NE | 13,816 | $669K | 0.7% | N/A | 0.193% | |
| 2/17/2025 | Cetera Investment Advisers | 14,511 | $703K | 0.0% | +29.4% | 0.202% | |
| 2/17/2025 | Cahill Financial Advisors Inc. | 4,920 | $238K | 0.0% | N/A | 0.069% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 6,253 | $303K | 0.0% | N/A | 0.087% | |
| 2/17/2025 | Bank of America Corp DE | 54,852 | $2.66M | 0.0% | +4.0% | 0.765% | |
| 2/14/2025 | Prosperity Consulting Group LLC | 45,786 | $2.22M | 0.2% | -1.7% | 0.639% | |
| 2/14/2025 | Coldstream Capital Management Inc. | 101,343 | $4.91M | 0.1% | -9.0% | 1.413% | |
| 2/14/2025 | Topsail Wealth Management LLC | 750 | $36K | 0.0% | N/A | 0.010% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 5,205 | $252K | 0.0% | N/A | 0.073% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 4,097 | $198K | 0.0% | +23.1% | 0.057% | |
| 2/13/2025 | Raymond James Financial Inc. | 23,547 | $1.14M | 0.0% | N/A | 0.328% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 19,789 | $958K | 0.0% | -14.4% | 0.276% | |
| 2/13/2025 | Wells Fargo & Company MN | 71,363 | $3.46M | 0.0% | +49.9% | 0.995% | |
| 2/12/2025 | JPMorgan Chase & Co. | 858 | $42K | 0.0% | +71.6% | 0.012% | |
| 2/11/2025 | LPL Financial LLC | 308,005 | $14.91M | 0.0% | +2.2% | 4.296% | |
| 2/10/2025 | Corient Private Wealth LLC | 5,337 | $258K | 0.0% | N/A | 0.074% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 52,642 | $2.55M | 0.0% | +3.5% | 0.734% | |
| 2/10/2025 | Farther Finance Advisors LLC | 719 | $35K | 0.0% | -94.1% | 0.010% | |
| 2/7/2025 | PFG Advisors | 4,388 | $212K | 0.0% | -12.4% | 0.061% | |
| 2/6/2025 | Raymond James Financial Inc. | 23,547 | $1.14M | 0.0% | N/A | 0.328% | |
| 2/6/2025 | Jones Financial Companies Lllp | 2,170 | $105K | 0.0% | +675.0% | 0.030% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 7,546 | $365K | 0.0% | -3.9% | 0.105% | |
| 2/4/2025 | Genesis Wealth Advisors LLC | 5,570 | $270K | 0.2% | N/A | 0.078% | |
| 2/4/2025 | Marshall Investment Management LLC | 98,166 | $4.83M | 2.8% | N/A | 1.369% | |
| 1/27/2025 | Commonwealth Financial Services LLC | 22,816 | $1.11M | 0.2% | -1.2% | 0.318% | |
| 1/24/2025 | KPP Advisory Services LLC | 31,155 | $1.51M | 0.4% | -7.7% | 0.435% | |
| 1/23/2025 | Twelve Points Wealth Management LLC | 193,814 | $9.38M | 2.7% | -0.8% | 2.703% | |
| 1/15/2025 | Merit Financial Group LLC | 6,878 | $333K | 0.0% | +14.5% | 0.096% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 4,869 | $236K | 0.0% | N/A | 0.068% | |
| 1/14/2025 | Christopher J. Hasenberg Inc | 604 | $29K | 0.0% | -73.8% | 0.008% | |
| 1/13/2025 | Dale Q Rice Investment Management Ltd | 23,702 | $1.15M | 0.5% | N/A | 0.331% | |
| 1/13/2025 | Matrix Trust Co | 20,062 | $971K | 0.2% | +581.0% | 0.280% | |
| 1/10/2025 | Wealth Enhancement Advisory Services LLC | 14,500 | $713K | 0.0% | +35.8% | 0.202% | |
| 12/13/2024 | B. Riley Wealth Advisors Inc. | 15,125 | $741K | 0.0% | -51.8% | 0.211% | |
| 11/18/2024 | Coldstream Capital Management Inc. | 111,377 | $5.48M | 0.1% | -7.5% | 1.553% | |
| 11/15/2024 | Jane Street Group LLC | 7,266 | $357K | 0.0% | N/A | 0.101% | |
| 11/13/2024 | FMR LLC | 6,992 | $344K | 0.0% | +8.5% | 0.098% | |
| 11/12/2024 | Truepoint Inc. | 4,078 | $201K | 0.0% | N/A | 0.057% | |
| 11/6/2024 | KPP Advisory Services LLC | 33,770 | $1.66M | 0.4% | -1.2% | 0.471% | |
| 10/30/2024 | Ameritas Advisory Services LLC | 60,308 | $2.97M | 0.1% | +3.6% | 0.841% | |
| 10/29/2024 | Farther Finance Advisors LLC | 12,177 | $599K | 0.0% | -60.5% | 0.170% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 10,675 | $525K | 0.0% | -7.2% | 0.149% | |
| 10/16/2024 | Twelve Points Wealth Management LLC | 195,475 | $9.61M | 3.0% | +5.8% | 2.726% | |
| 10/10/2024 | Compton Wealth Advisory Group LLC | 47,500 | $2.34M | 0.6% | -5.9% | 0.662% | |
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| 10/9/2024 | Christopher J. Hasenberg Inc | 2,301 | $113K | 0.0% | -97.8% | 0.032% | |
| 10/9/2024 | Matrix Trust Co | 2,946 | $145K | 0.0% | N/A | 0.041% | |
| 8/28/2024 | Heritage Oak Wealth Advisors LLC | 4,780 | $233K | 0.1% | N/A | 0.067% | |
| 8/27/2024 | KPP Advisory Services LLC | 34,185 | $1.67M | 0.4% | -2.3% | 0.477% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 31,380 | $1.53M | 0.0% | +454.1% | 0.438% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 25,912 | $1.26M | 0.0% | +411.4% | 0.361% | |
| 8/14/2024 | Commonwealth Financial Services LLC | 23,099 | $1.12M | 0.2% | -2.7% | 0.322% | |
| 8/8/2024 | Prosperity Consulting Group LLC | 47,350 | $2.31M | 0.3% | -3.2% | 0.660% | |
| 8/8/2024 | New England Private Wealth Advisors LLC | 196,146 | $9.56M | 1.7% | +69.8% | 2.736% | |
| 8/7/2024 | Coldstream Capital Management Inc. | 120,424 | $5.87M | 0.1% | -5.3% | 1.680% | |
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