| 8/20/2025 | Coppell Advisory Solutions LLC | 26,491 | $1.31M | 0.2% | +42.7% | 1.027% | |
| 8/15/2025 | Bank of America Corp DE | 48,650 | $2.41M | 0.0% | +14.5% | 1.886% | |
| 8/14/2025 | Jane Street Group LLC | 6,464 | $320K | 0.0% | N/A | 0.251% | |
| 8/13/2025 | Flow Traders U.S. LLC | 68,202 | $3.38M | 0.1% | -18.5% | 2.643% | |
| 8/13/2025 | Vermillion & White Wealth Management Group LLC | 8,049 | $399K | 0.3% | -28.2% | 0.312% | |
| 8/12/2025 | Nemes Rush Group LLC | 134,010 | $6.64M | 0.7% | +42.2% | 5.194% | |
| 8/12/2025 | JPMorgan Chase & Co. | 1,396 | $69K | 0.0% | N/A | 0.054% | |
| 8/8/2025 | Cetera Investment Advisers | 113,386 | $5.62M | 0.0% | +11.0% | 4.395% | |
| 8/4/2025 | Amplius Wealth Advisors LLC | 80,240 | $3.98M | 0.4% | -9.6% | 3.110% | |
| 8/4/2025 | World Investment Advisors | 15,366 | $761K | 0.0% | +14.6% | 0.596% | |
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| 7/31/2025 | Strait & Sound Wealth Management LLC | 38,656 | $1.92M | 0.8% | +27.0% | 1.498% | |
| 7/30/2025 | Freedom Investment Management Inc. | 14,145 | $701K | 0.1% | -8.9% | 0.548% | |
| 7/29/2025 | Financial Guidance Group Inc. | 8,173 | $405K | 0.2% | -78.0% | 0.317% | |
| 7/25/2025 | Astoria Portfolio Advisors LLC. | 12,405 | $612K | 0.2% | -23.3% | 0.481% | |
| 7/25/2025 | CWM LLC | 8,754 | $434K | 0.0% | -79.9% | 0.339% | |
| 7/21/2025 | Exchange Capital Management Inc. | 57,821 | $2.87M | 0.4% | -6.2% | 2.241% | |
| 7/8/2025 | Holcombe Financial Inc. | 5,938 | $294K | 0.2% | -21.9% | 0.230% | |
| 5/20/2025 | Focus Partners Wealth | 304,532 | $15.07M | 0.0% | -2.3% | 11.758% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 18,567 | $922K | 0.1% | N/A | 0.717% | |
| 5/16/2025 | Strait & Sound Wealth Management LLC | 30,433 | $1.51M | 0.7% | +48.6% | 1.175% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 11,206 | $554K | 0.4% | +69,937.5% | 0.433% | |
| 5/14/2025 | Freedom Investment Management Inc. | 15,524 | $768K | 0.1% | -6.4% | 0.599% | |
| 5/14/2025 | Flow Traders U.S. LLC | 83,641 | $4.14M | 0.2% | N/A | 3.229% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 37,137 | $1.84M | 0.0% | +8.0% | 1.434% | |
| 5/12/2025 | Meridian Wealth Management LLC | 4,055 | $201K | 0.0% | N/A | 0.157% | |
| 5/7/2025 | Nemes Rush Group LLC | 94,266 | $4.66M | 0.6% | +42.2% | 3.626% | |
| 5/6/2025 | Cetera Investment Advisers | 102,130 | $5.05M | 0.0% | N/A | 3.928% | |
| 5/5/2025 | IFP Advisors Inc | 10,600 | $524K | 0.0% | N/A | 0.408% | |
| 5/5/2025 | STAR Financial Bank | 27,707 | $1.37M | 1.0% | +7.1% | 1.066% | |
| 5/2/2025 | Sigma Planning Corp | 5,532 | $274K | 0.0% | -12.8% | 0.213% | |
| 5/1/2025 | CWM LLC | 43,619 | $2.16M | 0.0% | -24.8% | 1.678% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 17,972 | $889K | 0.0% | +1.5% | 0.691% | |
| 4/29/2025 | Crew Capital Management Ltd. | 10,906 | $540K | 0.4% | +2.8% | 0.419% | |
| 4/29/2025 | World Investment Advisors | 13,413 | $664K | 0.0% | +2.5% | 0.516% | |
| 4/28/2025 | Holcombe Financial Inc. | 7,599 | $376K | 0.3% | N/A | 0.292% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 16,177 | $799K | 0.3% | +226.9% | 0.622% | |
| 4/24/2025 | Legacy CG LLC | 184,615 | $9.13M | 3.0% | +4.3% | 7.101% | |
| 4/10/2025 | Amplius Wealth Advisors LLC | 88,729 | $4.39M | 0.5% | -91.5% | 3.521% | |
| 2/18/2025 | Strait & Sound Wealth Management LLC | 20,475 | $1.01M | 0.5% | N/A | 0.984% | |
| 2/17/2025 | Focus Partners Wealth | 311,838 | $15.36M | 0.0% | +192.6% | 14.992% | |
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| 2/17/2025 | Bank of America Corp DE | 41,727 | $2.05M | 0.0% | +40.9% | 2.006% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 34,388 | $1.69M | 0.0% | +7.9% | 1.653% | |
| 2/14/2025 | Freedom Investment Management Inc. | 16,584 | $814K | 0.1% | -11.8% | 0.797% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 17,709 | $869K | 0.0% | +103.8% | 0.851% | |
| 2/12/2025 | World Investment Advisors | 13,089 | $642K | 0.0% | +25.9% | 0.629% | |
| 2/12/2025 | Nemes Rush Group LLC | 66,312 | $3.26M | 0.4% | N/A | 3.188% | |
| 2/12/2025 | Financial Engines Advisors L.L.C. | 8,597 | $422K | 0.0% | N/A | 0.413% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 5,634 | $277K | 0.0% | -12.8% | 0.271% | |
| 2/6/2025 | Crew Capital Management Ltd. | 10,612 | $521K | 0.4% | N/A | 0.510% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 1,037 | $51K | 0.0% | -77.5% | 0.050% | |
| 2/4/2025 | Exchange Capital Management Inc. | 47,567 | $2.34M | 0.4% | N/A | 2.287% | |
| 2/4/2025 | Rothschild Investment LLC | 12,865 | $631K | 0.0% | -18.1% | 0.619% | |
| 2/3/2025 | Sigma Planning Corp | 6,342 | $311K | 0.0% | -27.0% | 0.305% | |
| 1/31/2025 | Truist Financial Corp | 8,366 | $411K | 0.0% | N/A | 0.402% | |
| 1/30/2025 | Financial Guidance Group Inc. | 34,388 | $1.69M | 0.9% | +7.9% | 1.653% | |
| 1/29/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 6,753 | $339K | 0.0% | +23.6% | 0.325% | |
| 1/27/2025 | Legacy CG LLC | 177,005 | $8.69M | 2.7% | +25.5% | 8.510% | |
| 1/24/2025 | Oregon Pacific Wealth Management LLC | 4,409 | $216K | 0.2% | N/A | 0.212% | |
| 1/17/2025 | Endeavor Private Wealth Inc. | 1,293 | $64K | 0.1% | N/A | 0.062% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 5,131 | $252K | 0.0% | N/A | 0.247% | |
| 1/16/2025 | Sugar Maple Asset Management LLC | 2,000 | $98K | 0.1% | N/A | 0.096% | |
| 1/16/2025 | Amplius Wealth Advisors LLC | 1,041,177 | $51.10M | 5.2% | -3.4% | 50.057% | |
| 1/15/2025 | Astoria Portfolio Advisors LLC. | 4,948 | $242K | 0.1% | -8.5% | 0.238% | |
| 11/25/2024 | World Investment Advisors LLC | 10,395 | $518K | 0.0% | -54.5% | 0.500% | |
| 11/18/2024 | Hobbs Group Advisors LLC | 2,154 | $107K | 0.0% | -94.4% | 0.104% | |
| 11/15/2024 | Jane Street Group LLC | 15,276 | $762K | 0.0% | -23.0% | 0.734% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 6,500 | $324K | 0.0% | N/A | 0.313% | |
| 11/14/2024 | Flow Traders U.S. LLC | 16,897 | $843K | 0.0% | N/A | 0.812% | |
| 11/13/2024 | Freedom Investment Management Inc. | 18,793 | $937K | 0.1% | -4.7% | 0.904% | |
| 11/9/2024 | STAR Financial Bank | 22,091 | $1.10M | 0.7% | N/A | 1.062% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 31,864 | $1.59M | 0.0% | +26.8% | 1.532% | |
| 11/4/2024 | Sigma Planning Corp | 8,683 | $433K | 0.0% | -9.1% | 0.417% | |
| 10/30/2024 | Legacy CG LLC | 141,069 | $7.04M | 2.3% | +4.2% | 6.782% | |
| 10/29/2024 | Farther Finance Advisors LLC | 9,031 | $450K | 0.0% | +5.1% | 0.434% | |
| 10/23/2024 | Financial Guidance Group Inc. | 31,864 | $1.59M | 0.9% | +26.8% | 1.532% | |
| 10/16/2024 | Amplius Wealth Advisors LLC | 1,078,321 | $53.78M | 5.9% | +22.2% | 51.842% | |
| 10/8/2024 | CWM LLC | 59,753 | $2.98M | 0.0% | +29.8% | 2.873% | |
| 10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,463 | $272K | 0.0% | +14.5% | 0.263% | |
| 7/31/2024 | Aptus Capital Advisors LLC | 25,127 | $1.23M | 0.0% | N/A | 1.208% | |
| 7/31/2024 | Farther Finance Advisors LLC | 8,594 | $419K | 0.0% | +406.7% | 0.413% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 6,451 | $316K | 0.0% | -8.2% | 0.310% | |
| 7/31/2024 | Rothschild Investment LLC | 14,085 | $690K | 0.0% | N/A | 0.677% | |
| 7/25/2024 | Financial Guidance Group Inc. | 25,127 | $1.23M | 0.8% | N/A | 1.208% | |
| 7/23/2024 | Amplius Wealth Advisors LLC | 882,163 | $43.20M | 4.8% | +60.8% | 42.412% | |
| 7/22/2024 | Legacy CG LLC | 135,422 | $6.63M | 2.3% | N/A | 6.511% | |
| 7/22/2024 | Hobbs Group Advisors LLC | 38,362 | $1.88M | 0.7% | N/A | 1.844% | |
| 7/10/2024 | CWM LLC | 46,024 | $2.25M | 0.0% | +87.6% | 2.213% | |
| 5/7/2024 | WealthPLAN Partners LLC | 7,672 | $377K | 0.0% | -3.1% | 0.369% | |
| 4/17/2024 | Municipal Employees Retirement System of Michigan | 416,558 | $20.44M | 0.3% | -63.6% | 20.420% | |
| 4/16/2024 | Astoria Portfolio Advisors LLC. | 5,518 | $269K | 0.1% | +29.3% | 0.270% | |
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| 4/15/2024 | Sunbelt Securities Inc. | 10,130 | $497K | 0.1% | N/A | 0.497% | |
| 2/16/2024 | Hobbs Group Advisors LLC | 48,435 | $2.39M | 1.1% | N/A | 2.576% | |
| 2/14/2024 | Connectus Wealth LLC | 404,645 | $20.08M | 0.4% | -1.7% | 21.524% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 6,500 | $321K | 0.0% | +4,233.3% | 0.346% | |
| 2/7/2024 | Astoria Portfolio Advisors LLC. | 4,268 | $210K | 0.1% | N/A | 0.227% | |
| 2/1/2024 | Sigma Planning Corp | 6,841 | $338K | 0.0% | -44.0% | 0.364% | |
| 1/10/2024 | Peak Financial Advisors LLC | 8,341 | $412K | 0.3% | N/A | 0.444% | |
| 11/15/2023 | WealthPlan Investment Management LLC | 7,874 | $385K | 0.0% | N/A | 0.419% | |
| 11/6/2023 | Sigma Planning Corp | 12,222 | $598K | 0.0% | +170.6% | 0.650% | |
| 11/3/2023 | Latitude Advisors LLC | 16,947 | $829K | 0.6% | +4.5% | 0.901% | |
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