| 5/2/2025 | Hager Investment Management Services LLC | 768 | $39K | 0.0% | N/A | 0.014% | |
| 5/1/2025 | Fifth Third Securities Inc. | 6,127 | $313K | 0.0% | -13.3% | 0.110% | |
| 5/1/2025 | SteelPeak Wealth LLC | 196,790 | $10.04M | 0.4% | +28.7% | 3.546% | |
| 4/30/2025 | Allworth Financial LP | 6,021 | $307K | 0.0% | +9.6% | 0.108% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 19,204 | $980K | 0.0% | -17.1% | 0.346% | |
| 4/29/2025 | 4J Wealth Management LLC | 165,396 | $8.44M | 6.7% | +12.6% | 2.980% | |
| 4/28/2025 | Castle Wealth Management LLC | 227,013 | $11.59M | 4.5% | +0.6% | 4.090% | |
| 4/28/2025 | Red Mountain Financial LLC | 12,039 | $614K | 0.7% | +106.8% | 0.217% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 23,436 | $1.20M | 0.2% | +316.6% | 0.422% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 6,796 | $347K | 0.0% | +44.5% | 0.122% | |
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| 4/23/2025 | Flavin Financial Services Inc. | 68,262 | $3.48M | 3.2% | +28.3% | 1.230% | |
| 4/22/2025 | Pennsylvania Capital Management Inc. ADV | 190,739 | $9.74M | 3.6% | +16.7% | 3.437% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 31,385 | $1.60M | 0.0% | +96.0% | 0.565% | |
| 4/21/2025 | CPA Asset Management LLC | 12,512 | $639K | 0.3% | N/A | 0.225% | |
| 4/21/2025 | River Street Advisors LLC | 37,253 | $1.90M | 0.9% | +70.2% | 0.671% | |
| 4/21/2025 | Luken Investment Analytics LLC | 14,897 | $760K | 0.4% | +324.2% | 0.268% | |
| 4/17/2025 | Exchange Traded Concepts LLC | 27,754 | $1.42M | 0.0% | -10.6% | 0.472% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 19,125 | $976K | 0.0% | +45.9% | 0.325% | |
| 4/11/2025 | Cranbrook Wealth Management LLC | 2,292 | $117K | 0.0% | -30.5% | 0.039% | |
| 4/11/2025 | McNamara Financial Services Inc. | 29,507 | $1.51M | 0.3% | N/A | 0.502% | |
| 2/17/2025 | True Wealth Design LLC | 42,363 | $2.19M | 0.8% | -6.9% | 1.569% | |
| 2/17/2025 | Clark Capital Management Group Inc. | 40,173 | $2.08M | 0.0% | +3.2% | 1.488% | |
| 2/17/2025 | Cetera Investment Advisers | 4,666 | $241K | 0.0% | N/A | 0.173% | |
| 2/17/2025 | Bank of America Corp DE | 24,353 | $1.26M | 0.0% | N/A | 0.902% | |
| 2/14/2025 | Stifel Financial Corp | 179,759 | $9.29M | 0.0% | +116.2% | 6.658% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 23,165 | $1.20M | 0.0% | +6.8% | 0.858% | |
| 2/12/2025 | World Investment Advisors | 13,827 | $715K | 0.0% | +42.6% | 0.512% | |
| 2/12/2025 | Aviso Wealth Management | 56,705 | $2.93M | 1.5% | +28.4% | 2.100% | |
| 2/11/2025 | LPL Financial LLC | 12,586 | $651K | 0.0% | +56.6% | 0.466% | |
| 2/10/2025 | Centurion Wealth Management LLC | 5,164 | $267K | 0.1% | +26.8% | 0.191% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 26,767 | $1.38M | 0.0% | +43.1% | 0.991% | |
| 2/3/2025 | Turning Point Benefit Group Inc. | 13,665 | $708K | 0.7% | N/A | 0.506% | |
| 2/3/2025 | Dahring Cusmano LLC | 9,318 | $482K | 0.4% | N/A | 0.345% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 5,625 | $291K | 0.0% | -10.0% | 0.208% | |
| 1/30/2025 | Allworth Financial LP | 5,493 | $286K | 0.0% | N/A | 0.203% | |
| 1/30/2025 | Principal Securities Inc. | 7,634 | $395K | 0.0% | +47.1% | 0.283% | |
| 1/30/2025 | MidAtlantic Capital Management Inc. | 2,021 | $104K | 0.1% | +63.9% | 0.075% | |
| 1/29/2025 | Castle Wealth Management LLC | 225,592 | $11.66M | 4.6% | +6.0% | 8.355% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 4,019 | $208K | 0.0% | N/A | 0.149% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 290,759 | $15.03M | 0.0% | +4,553.6% | 10.769% | |
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| 1/27/2025 | Alexander Labrunerie & CO. Inc. | 19,540 | $1.01M | 0.4% | -1.4% | 0.724% | |
| 1/27/2025 | Pennsylvania Capital Management Inc. ADV | 163,449 | $8.45M | 2.9% | N/A | 6.054% | |
| 1/24/2025 | Flavin Financial Services Inc. | 53,215 | $2.75M | 2.6% | N/A | 1.971% | |
| 1/24/2025 | River Street Advisors LLC | 21,888 | $1.13M | 0.6% | +196.8% | 0.811% | |
| 1/24/2025 | 4J Wealth Management LLC | 146,938 | $7.60M | 6.1% | +5.9% | 5.442% | |
| 1/24/2025 | Clear Creek Financial Management LLC | 4,704 | $243K | 0.0% | N/A | 0.174% | |
| 1/23/2025 | Luken Investment Analytics LLC | 3,512 | $182K | 0.1% | N/A | 0.130% | |
| 1/23/2025 | Fifth Third Securities Inc. | 7,069 | $365K | 0.0% | +78.5% | 0.262% | |
| 1/23/2025 | OLD Second National Bank of Aurora | 1,837 | $95K | 0.0% | +58.5% | 0.068% | |
| 1/23/2025 | SteelPeak Wealth LLC | 152,953 | $7.91M | 0.3% | +112.0% | 5.665% | |
| 1/21/2025 | Exchange Traded Concepts LLC | 31,040 | $1.60M | 0.0% | N/A | 1.150% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 9,775 | $505K | 0.0% | +3.4% | 0.362% | |
| 11/25/2024 | World Investment Advisors LLC | 9,693 | $500K | 0.0% | N/A | 0.359% | |
| 11/15/2024 | Jane Street Group LLC | 11,498 | $594K | 0.0% | -66.6% | 0.426% | |
| 11/15/2024 | Stifel Financial Corp | 83,137 | $4.29M | 0.0% | -38.5% | 3.079% | |
| 11/15/2024 | True Wealth Design LLC | 45,492 | $2.35M | 0.9% | +17.2% | 1.685% | |
| 11/7/2024 | MidAtlantic Capital Management Inc. | 1,233 | $64K | 0.0% | N/A | 0.046% | |
| 11/7/2024 | Aviso Wealth Management | 44,152 | $2.28M | 1.2% | N/A | 1.635% | |
| 11/6/2024 | River Street Advisors LLC | 7,374 | $381K | 0.2% | +12.3% | 0.273% | |
| 10/31/2024 | Castle Wealth Management LLC | 212,867 | $10.99M | 4.4% | +9.0% | 7.884% | |
| 10/25/2024 | SteelPeak Wealth LLC | 72,137 | $3.72M | 0.2% | -1.5% | 2.672% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 13,194 | $681K | 0.0% | +3.0% | 0.489% | |
| 10/22/2024 | Alexander Labrunerie & CO. Inc. | 19,810 | $1.02M | 0.5% | N/A | 0.734% | |
| 8/6/2024 | Strategic Financial Concepts LLC | 248,405 | $12.81M | 0.1% | N/A | 9.200% | |
| 8/2/2024 | Birchcreek Wealth Management LLC | 7,185 | $370K | 0.2% | N/A | 0.266% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 6,366 | $328K | 0.0% | N/A | 0.236% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 5,165 | $266K | 0.0% | N/A | 0.191% | |
| 7/26/2024 | Financial Connections Group Inc. | 1,667 | $85K | 0.0% | -19.5% | 0.062% | |
| 7/18/2024 | 4J Wealth Management LLC | 121,623 | $6.27M | 5.2% | +15.2% | 4.505% | |
| 7/17/2024 | SteelPeak Wealth LLC | 73,259 | $3.78M | 0.2% | N/A | 2.713% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 12,812 | $660K | 0.0% | +14.6% | 0.475% | |
| 7/15/2024 | Fifth Third Securities Inc. | 3,960 | $204K | 0.0% | N/A | 0.147% | |
| 5/6/2024 | OLD Second National Bank of Aurora | 1,483 | $77K | 0.0% | N/A | 0.055% | |
| 5/4/2024 | Financial Connections Group Inc. | 2,072 | $108K | 0.1% | -60.9% | 0.077% | |
| 4/29/2024 | Castle Wealth Management LLC | 135,901 | $7.02M | 3.7% | +106.8% | 5.033% | |
| 4/23/2024 | 4J Wealth Management LLC | 105,553 | $5.45M | 4.7% | N/A | 3.909% | |
| 4/17/2024 | River Street Advisors LLC | 5,690 | $294K | 0.2% | N/A | 0.211% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 11,177 | $577K | 0.0% | +7.0% | 0.414% | |
| 2/14/2024 | True Wealth Design LLC | 33,891 | $1.75M | 0.5% | +12.3% | 3.167% | |
| 1/31/2024 | Castle Wealth Management LLC | 65,728 | $3.39M | 2.0% | N/A | 6.143% | |
| 1/26/2024 | Financial Connections Group Inc. | 5,297 | $273K | 0.2% | -44.7% | 0.495% | |
| 11/13/2023 | True Wealth Design LLC | 30,185 | $1.54M | 0.5% | +25.9% | 2.821% | |
| 11/6/2023 | Financial Connections Group Inc. | 9,574 | $487K | 0.6% | -93.1% | 0.895% | |
| 8/2/2023 | Bank of Montreal Can | 3,474 | $176K | 0.0% | N/A | 0.325% | |
| 7/14/2023 | Financial Connections Group Inc. | 138,313 | $7.01M | 4.6% | +125.6% | 24.265% | |
| 5/5/2023 | Financial Connections Group Inc. | 61,310 | $3.09M | 2.2% | N/A | 11.147% | |
