| 5/16/2025 | NewEdge Advisors LLC | 6,441 | $332K | 0.0% | +593.3% | 0.037% | |
| 5/15/2025 | Baird Financial Group Inc. | 7,503 | $386K | 0.0% | -4.9% | 0.043% | |
| 5/15/2025 | OLD Mission Capital LLC | 8,030 | $414K | 0.0% | -78.1% | 0.046% | |
| 5/14/2025 | Flow Traders U.S. LLC | 103,421 | $5.33M | 0.2% | +30.3% | 0.591% | |
| 5/12/2025 | Atlas Capital Advisors Inc. | 556 | $29K | 0.0% | N/A | 0.003% | |
| 5/8/2025 | Wealthquest Corp | 1,085,420 | $55.90M | 2.5% | N/A | 6.088% | |
| 5/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 14,314 | $737K | 0.1% | +3.0% | 0.080% | |
| 5/5/2025 | Crestwood Advisors Group LLC | 61,751 | $3.18M | 0.1% | +11.0% | 0.346% | |
| 4/29/2025 | Burke & Herbert Bank & Trust Co. | 18,076 | $931K | 0.2% | -1.2% | 0.101% | |
| 4/29/2025 | Bank of New York Mellon Corp | 13,042 | $672K | 0.0% | -1.8% | 0.073% | |
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| 4/23/2025 | SOL Capital Management CO | 9,660 | $497K | 0.1% | -28.8% | 0.054% | |
| 4/23/2025 | Wealthquest Corp | 1,085,420 | $55.90M | 5.4% | N/A | 6.088% | |
| 4/21/2025 | Silverleafe Capital Partners LLC | 8,131 | $419K | 0.1% | -87.2% | 0.045% | |
| 4/18/2025 | Financial Freedom LLC | 6,997 | $360K | 0.2% | -14.0% | 0.039% | |
| 4/15/2025 | Noble Wealth Management PBC | 680 | $35K | 0.0% | +106.1% | 0.004% | |
| 4/14/2025 | Farther Finance Advisors LLC | 3,789 | $195K | 0.0% | -20.1% | 0.021% | |
| 4/7/2025 | AdvisorNet Financial Inc | 2,351 | $121K | 0.0% | -72.2% | 0.013% | |
| 2/19/2025 | Wilson & Boucher Capital Management LLC | 3,775 | $212K | 0.2% | -10.7% | 0.017% | |
| 2/17/2025 | Captrust Financial Advisors | 21,409 | $1.20M | 0.0% | -77.2% | 0.094% | |
| 2/17/2025 | Baird Financial Group Inc. | 7,891 | $444K | 0.0% | -18.7% | 0.035% | |
| 2/17/2025 | BNP Paribas Financial Markets | 1,575 | $89K | 0.0% | -25.2% | 0.007% | |
| 2/17/2025 | Ameriprise Financial Inc. | 142,295 | $8.01M | 0.0% | -2.2% | 0.625% | |
| 2/13/2025 | Oarsman Capital Inc. | 780 | $44K | 0.0% | +34.5% | 0.003% | |
| 2/12/2025 | OLD Mission Capital LLC | 36,633 | $2.06M | 0.0% | N/A | 0.161% | |
| 2/12/2025 | JPMorgan Chase & Co. | 2,479 | $139K | 0.0% | -31.4% | 0.011% | |
| 2/10/2025 | Farther Finance Advisors LLC | 4,744 | $267K | 0.0% | -40.5% | 0.021% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 681 | $38K | 0.0% | N/A | 0.003% | |
| 2/4/2025 | Bank of New York Mellon Corp | 13,279 | $747K | 0.0% | -3.1% | 0.058% | |
| 2/4/2025 | Crestwood Advisors Group LLC | 55,607 | $3.13M | 0.1% | -0.7% | 0.244% | |
| 1/31/2025 | Pinnacle Wealth Management Advisory Group LLC | 13,898 | $782K | 0.1% | -3.7% | 0.061% | |
| 1/23/2025 | SOL Capital Management CO | 13,564 | $763K | 0.1% | -19.1% | 0.060% | |
| 1/21/2025 | AlphaMark Advisors LLC | 2,695 | $152K | 0.1% | +56.7% | 0.012% | |
| 1/17/2025 | Avior Wealth Management LLC | 8,100 | $456K | 0.0% | -14.8% | 0.036% | |
| 1/13/2025 | AdvisorNet Financial Inc | 8,443 | $475K | 0.0% | -16.2% | 0.037% | |
| 1/6/2025 | Silverleafe Capital Partners LLC | 63,289 | $3.56M | 1.1% | +5.0% | 0.278% | |
| 12/26/2024 | JPMorgan Chase & Co. | 3,616 | $206K | 0.0% | +12.8% | 0.016% | |
| 11/14/2024 | Flow Traders U.S. LLC | 83,393 | $4.76M | 0.2% | N/A | 0.367% | |
| 11/14/2024 | Captrust Financial Advisors | 93,968 | $5.36M | 0.0% | -23.7% | 0.413% | |
| 11/13/2024 | BNP Paribas Financial Markets | 2,107 | $120K | 0.0% | -60.0% | 0.009% | |
| 11/12/2024 | Cahill Financial Advisors Inc. | 5,077 | $290K | 0.0% | -18.3% | 0.022% | |
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| 11/8/2024 | Avior Wealth Management LLC | 9,503 | $542K | 0.0% | -21.8% | 0.042% | |
| 11/6/2024 | Valley Wealth Managers Inc. | 38,074 | $2.17M | 0.2% | +0.8% | 0.167% | |
| 10/30/2024 | Crescent Grove Advisors LLC | 4,208 | $240K | 0.0% | -9.8% | 0.018% | |
| 10/23/2024 | Burke & Herbert Bank & Trust Co. | 18,301 | $1.04M | 0.2% | -9.2% | 0.080% | |
| 10/17/2024 | AlphaMark Advisors LLC | 1,720 | $98K | 0.0% | +286.5% | 0.008% | |
| 10/11/2024 | Fiduciary Alliance LLC | 6,446 | $368K | 0.0% | -26.1% | 0.028% | |
| 10/7/2024 | Bank of New Hampshire | 1,078 | $62K | 0.0% | -51.0% | 0.005% | |
| 8/14/2024 | Marshall Wace LLP | 7,629 | $420K | 0.0% | N/A | 0.034% | |
| 8/8/2024 | Valley Wealth Managers Inc. | 37,780 | $2.08M | 0.2% | -25.5% | 0.166% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 1,147 | $63K | 0.0% | N/A | 0.005% | |
| 8/7/2024 | Cahill Financial Advisors Inc. | 6,212 | $342K | 0.0% | -17.5% | 0.027% | |
| 8/1/2024 | Crestwood Advisors Group LLC | 55,887 | $3.08M | 0.1% | +1.6% | 0.246% | |
| 7/31/2024 | Farther Finance Advisors LLC | 8,109 | $443K | 0.0% | +6.1% | 0.036% | |
| 7/29/2024 | Migdal Insurance & Financial Holdings Ltd. | 448 | $25K | 0.0% | -97.5% | 0.002% | |
| 7/25/2024 | Pinnacle Wealth Management Advisory Group LLC | 14,432 | $795K | 0.1% | -1.3% | 0.063% | |
| 7/16/2024 | Burke & Herbert Bank & Trust Co. | 20,166 | $1.11M | 0.3% | N/A | 0.089% | |
| 7/15/2024 | Vigilare Wealth Management | 3,667 | $202K | 0.1% | -7.1% | 0.016% | |
| 7/10/2024 | Fiduciary Alliance LLC | 8,719 | $479K | 0.1% | -4.4% | 0.038% | |
| 7/9/2024 | Adirondack Trust Co. | 900 | $50K | 0.0% | N/A | 0.004% | |
| 7/3/2024 | Curbstone Financial Management Corp | 20,830 | $1.15M | 0.2% | +1.0% | 0.092% | |
| 7/1/2024 | Bank of New Hampshire | 2,202 | $121K | 0.0% | -87.8% | 0.010% | |
| 5/17/2024 | Comerica Bank | 11,910 | $698K | 0.0% | -26.3% | 0.052% | |
| 5/1/2024 | BNP Paribas Financial Markets | 1,495 | $88K | 0.0% | +361.4% | 0.006% | |
| 4/29/2024 | Crescent Grove Advisors LLC | 4,663 | $273K | 0.0% | +32.6% | 0.020% | |
| 4/24/2024 | SOL Capital Management CO | 23,894 | $1.40M | 0.2% | -1.3% | 0.104% | |
| 4/24/2024 | Financial Freedom LLC | 8,227 | $482K | 0.3% | -5.0% | 0.036% | |
| 4/22/2024 | Accordant Advisory Group Inc | 4,676 | $274K | 0.2% | N/A | 0.020% | |
| 4/17/2024 | Fiduciary Alliance LLC | 9,116 | $530K | 0.1% | -13.1% | 0.040% | |
| 4/15/2024 | Atlas Capital Advisors LLC | 556 | $33K | 0.0% | N/A | 0.002% | |
| 4/10/2024 | Bank of New Hampshire | 18,076 | $1.06M | 0.3% | -2.4% | 0.070% | |
| 2/12/2024 | Wilson & Boucher Capital Management LLC | 4,225 | $242K | 0.2% | -6.1% | 0.016% | |
| 2/7/2024 | Valley Wealth Managers Inc. | 50,732 | $2.91M | 0.2% | -10.7% | 0.195% | |
| 2/7/2024 | Pinnacle Wealth Management Advisory Group LLC | 14,882 | $853K | 0.1% | +6.3% | 0.057% | |
| 2/2/2024 | Bank of New Hampshire | 18,514 | $1.06M | 0.3% | -9.8% | 0.071% | |
| 1/31/2024 | Migdal Insurance & Financial Holdings Ltd. | 17,988 | $1.03M | 0.0% | -9.6% | 0.069% | |
| 1/30/2024 | Crescent Grove Advisors LLC | 3,516 | $201K | 0.0% | N/A | 0.014% | |
| 1/29/2024 | Crestwood Advisors Group LLC | 52,058 | $2.98M | 0.1% | +6.5% | 0.200% | |
| 1/25/2024 | SOL Capital Management CO | 24,219 | $1.39M | 0.2% | +1.1% | 0.093% | |
| 1/19/2024 | AdvisorNet Financial Inc | 8,883 | $509K | 0.0% | -10.8% | 0.034% | |
| 11/15/2023 | Crestwood Advisors Group LLC | 48,863 | $2.46M | 0.1% | N/A | 0.188% | |
| 11/9/2023 | Valley Wealth Managers Inc. | 56,807 | $2.86M | 0.2% | N/A | 0.218% | |
| 10/25/2023 | Pinnacle Wealth Management Advisory Group LLC | 14,000 | $705K | 0.1% | -12.1% | 0.054% | |
| 10/24/2023 | Bank of New York Mellon Corp | 15,715 | $791K | 0.0% | +16.7% | 0.060% | |
| 10/19/2023 | SOL Capital Management CO | 23,944 | $1.21M | 0.2% | -14.0% | 0.092% | |
| 10/18/2023 | Fiduciary Alliance LLC | 10,598 | $534K | 0.1% | +3.3% | 0.041% | |
| 10/10/2023 | Bank of New Hampshire | 20,523 | $1.03M | 0.3% | -8.2% | 0.079% | |
| 9/21/2023 | Baystate Wealth Management LLC | 15,930 | $933K | 0.1% | N/A | 0.061% | |
| 9/12/2023 | Farther Finance Advisors LLC | 4,257 | $249K | 0.1% | +28.6% | 0.016% | |
| 8/15/2023 | Cahill Financial Advisors Inc. | 8,714 | $510K | 0.1% | -17.2% | 0.034% | |
| 8/2/2023 | Baystate Wealth Management LLC | 15,930 | $933K | 0.1% | N/A | 0.063% | |
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| 7/28/2023 | Financial Freedom LLC | 8,611 | $504K | 0.4% | +48.5% | 0.034% | |
| 7/28/2023 | Bank of New Hampshire | 22,361 | $1.31M | 0.4% | -1.9% | 0.089% | |
| 7/25/2023 | Mathes Company Inc. | 14,175 | $830K | 0.4% | N/A | 0.056% | |
| 7/24/2023 | Migdal Insurance & Financial Holdings Ltd. | 21,015 | $1.23M | 0.0% | -19.0% | 0.084% | |
| 7/18/2023 | Fiduciary Alliance LLC | 10,261 | $601K | 0.1% | +9.8% | 0.041% | |
| 7/14/2023 | AdvisorNet Financial Inc | 9,943 | $582K | 0.0% | +3.5% | 0.040% | |
| 7/5/2023 | Curbstone Financial Management Corp | 20,860 | $1.22M | 0.3% | -1.9% | 0.083% | |
| 5/12/2023 | Curbstone Financial Management Corp | 21,260 | $1.16M | 0.3% | -7.0% | 0.085% | |
| 5/12/2023 | Cahill Financial Advisors Inc. | 10,521 | $576K | 0.1% | -10.0% | 0.042% | |
| 5/9/2023 | US Bancorp DE | 4,024 | $220K | 0.0% | -75.0% | 0.016% | |
