| 2/17/2025 | Cetera Investment Advisers | 28,025 | $1.40M | 0.0% | -5.9% | 0.322% | |
| 2/17/2025 | Citadel Advisors LLC | 56,026 | $2.80M | 0.0% | +358.8% | 0.644% | |
| 2/17/2025 | Bank of America Corp DE | 230,525 | $11.51M | 0.0% | -3.6% | 2.650% | |
| 2/14/2025 | Jane Street Group LLC | 33,749 | $1.69M | 0.0% | N/A | 0.388% | |
| 2/14/2025 | MML Investors Services LLC | 46,318 | $2.31M | 0.0% | +41.7% | 0.532% | |
| 2/14/2025 | Mach 1 Financial Group LLC | 5,565 | $278K | 0.5% | -32.0% | 0.064% | |
| 2/13/2025 | Virtus Wealth Solutions LLC | 6,458 | $322K | 0.1% | N/A | 0.074% | |
| 2/13/2025 | Kraft Davis & Associates LLC | 21,979 | $1.10M | 0.3% | -35.7% | 0.253% | |
| 2/13/2025 | Raymond James Financial Inc. | 10,353 | $517K | 0.0% | N/A | 0.119% | |
| 2/13/2025 | Advisory Services Network LLC | 5,170 | $258K | 0.0% | -38.5% | 0.059% | |
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| 2/13/2025 | Envestnet Asset Management Inc. | 34,781 | $1.74M | 0.0% | -55.2% | 0.400% | |
| 2/13/2025 | Wells Fargo & Company MN | 1,121,876 | $56.02M | 0.0% | +13.0% | 12.895% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 69,131 | $3.45M | 0.2% | +2.0% | 0.795% | |
| 2/11/2025 | LPL Financial LLC | 303,315 | $15.15M | 0.0% | +30.9% | 3.486% | |
| 2/11/2025 | Absolute Capital Management LLC | 4,957 | $248K | 0.1% | N/A | 0.057% | |
| 2/10/2025 | GWN Securities Inc. | 4,884 | $244K | 0.1% | N/A | 0.056% | |
| 2/10/2025 | Harbour Investments Inc. | 31,396 | $1.57M | 0.0% | +214.7% | 0.361% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 332,214 | $16.59M | 0.0% | +35.4% | 3.819% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 10,405 | $520K | 0.0% | N/A | 0.120% | |
| 2/7/2025 | HighTower Advisors LLC | 46,914 | $2.34M | 0.0% | +1.9% | 0.539% | |
| 2/7/2025 | New England Private Wealth Advisors LLC | 6,206 | $310K | 0.0% | N/A | 0.071% | |
| 2/7/2025 | Independent Advisor Alliance | 4,106 | $205K | 0.0% | N/A | 0.047% | |
| 2/7/2025 | Lowery Thomas LLC | 65,512 | $3.27M | 2.1% | +34.7% | 0.753% | |
| 2/6/2025 | Raymond James Financial Inc. | 10,353 | $517K | 0.0% | N/A | 0.119% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 8,900 | $444K | 0.0% | +217.9% | 0.102% | |
| 2/6/2025 | Planning Directions Inc. | 81,161 | $4.05M | 2.4% | +1.7% | 0.933% | |
| 1/31/2025 | Global Retirement Partners LLC | 2,237 | $112K | 0.0% | N/A | 0.026% | |
| 1/31/2025 | Anson Capital Inc. | 158,601 | $7.92M | 6.9% | N/A | 1.823% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 5,240 | $262K | 0.0% | +22.5% | 0.060% | |
| 1/30/2025 | Principal Securities Inc. | 9,569 | $478K | 0.0% | -7.4% | 0.110% | |
| 1/30/2025 | Lakeridge Wealth Management LLC | 29,494 | $1.47M | 0.8% | +590.7% | 0.339% | |
| 1/29/2025 | Great Lakes Retirement Inc. | 46,988 | $2.36M | 0.3% | +3.0% | 0.540% | |
| 1/27/2025 | Elm3 Financial Group LLC | 11,326 | $566K | 0.5% | N/A | 0.130% | |
| 1/24/2025 | Flavin Financial Services Inc. | 24,250 | $1.21M | 1.2% | N/A | 0.279% | |
| 1/24/2025 | Archer Investment Management LLC | 137,358 | $6.86M | 4.2% | N/A | 1.579% | |
| 1/23/2025 | RCS Financial Planning LLC | 97,051 | $4.87M | 2.6% | N/A | 1.116% | |
| 1/22/2025 | Genesee Capital Advisors LLC | 16,866 | $842K | 0.4% | -2.4% | 0.194% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 28,718 | $1.43M | 0.0% | +93.8% | 0.330% | |
| 1/17/2025 | Cedar Point Capital Partners LLC | 150,578 | $7.52M | 5.1% | +5.6% | 1.731% | |
| 1/16/2025 | Sugar Maple Asset Management LLC | 8,413 | $420K | 0.3% | -14.1% | 0.097% | |
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| 1/15/2025 | Ameritas Advisory Services LLC | 11,569 | $578K | 0.0% | N/A | 0.133% | |
| 12/26/2024 | JPMorgan Chase & Co. | 1,572 | $79K | 0.0% | +42.3% | 0.018% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 67,752 | $3.40M | 0.3% | +63.8% | 0.779% | |
| 11/15/2024 | MML Investors Services LLC | 32,678 | $1.64M | 0.0% | +4.4% | 0.376% | |
| 11/15/2024 | HighTower Advisors LLC | 46,058 | $2.31M | 0.0% | +8.7% | 0.529% | |
| 11/14/2024 | Flow Traders U.S. LLC | 10,934 | $549K | 0.0% | N/A | 0.126% | |
| 11/12/2024 | Smithfield Trust Co | 12,634 | $635K | 0.0% | N/A | 0.145% | |
| 11/8/2024 | Kraft Davis & Associates LLC | 34,180 | $1.71M | 0.5% | -35.9% | 0.393% | |
| 11/8/2024 | Lowery Thomas LLC | 48,636 | $2.44M | 1.7% | N/A | 0.559% | |
| 11/7/2024 | Planning Directions Inc. | 79,796 | $4.01M | 2.4% | +2.7% | 0.917% | |
| 11/7/2024 | Sugar Maple Asset Management LLC | 9,795 | $492K | 0.4% | +15.3% | 0.113% | |
| 11/5/2024 | Prime Capital Investment Advisors LLC | 115,050 | $5.78M | 0.1% | +16.5% | 1.322% | |
| 11/5/2024 | Harbour Investments Inc. | 9,978 | $501K | 0.0% | -24.5% | 0.115% | |
| 11/2/2024 | Mach 1 Financial Group LLC | 8,187 | $411K | 0.3% | N/A | 0.094% | |
| 10/31/2024 | Family Asset Management LLC | 24,678 | $1.24M | 0.7% | N/A | 0.284% | |
| 10/29/2024 | Cedar Point Capital Partners LLC | 142,644 | $7.16M | 4.9% | +4.7% | 1.640% | |
| 10/23/2024 | Great Lakes Retirement Inc. | 45,617 | $2.30M | 0.3% | N/A | 0.524% | |
| 10/22/2024 | Private Advisor Group LLC | 4,607 | $231K | 0.0% | -12.2% | 0.053% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 14,817 | $744K | 0.0% | N/A | 0.170% | |
| 10/21/2024 | Genesee Capital Advisors LLC | 17,279 | $868K | 0.4% | +18.3% | 0.199% | |
| 10/16/2024 | Secure Asset Management LLC | 18,571 | $932K | 0.2% | -81.6% | 0.213% | |
| 10/7/2024 | Lakeridge Wealth Management LLC | 4,270 | $214K | 0.1% | N/A | 0.049% | |
| 10/2/2024 | First Community Trust NA | 2,274 | $114K | 0.1% | N/A | 0.026% | |
| 8/22/2024 | Cetera Investment Advisers | 25,502 | $1.27M | 0.0% | -20.9% | 0.293% | |
| 8/16/2024 | Susquehanna International Group LLP | 111,187 | $5.55M | 0.0% | N/A | 1.278% | |
| 8/13/2024 | AE Wealth Management LLC | 144,895 | $7.23M | 0.1% | +14.5% | 1.665% | |
| 8/9/2024 | Brown Brothers Harriman & Co. | 600 | $30K | 0.0% | N/A | 0.007% | |
| 8/9/2024 | Prime Capital Investment Advisors LLC | 98,796 | $4.93M | 0.1% | N/A | 1.136% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 71,854 | $3.59M | 0.0% | -42.7% | 0.826% | |
| 8/2/2024 | Birchcreek Wealth Management LLC | 13,973 | $697K | 0.4% | +60.5% | 0.161% | |
| 8/1/2024 | Guidance Capital Inc. | 9,511 | $476K | 0.2% | N/A | 0.109% | |
| 8/1/2024 | Ritholtz Wealth Management | 5,524 | $276K | 0.0% | N/A | 0.063% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 264,191 | $13.19M | 0.0% | +46.9% | 3.037% | |
| 7/29/2024 | Kraft Davis & Associates LLC | 53,295 | $2.68M | 0.8% | -2.2% | 0.613% | |
| 7/27/2024 | Strategic Blueprint LLC | 5,409 | $270K | 0.0% | +6.4% | 0.062% | |
| 7/26/2024 | Harbour Investments Inc. | 13,223 | $660K | 0.0% | -43.3% | 0.152% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 60,350 | $3.01M | 0.0% | +68.3% | 0.694% | |
| 7/25/2024 | RFP Financial Group LLC | 3,856 | $192K | 0.1% | -87.2% | 0.044% | |
| 7/24/2024 | Secure Asset Management LLC | 100,795 | $5.03M | 1.0% | +15.3% | 1.159% | |
| 7/24/2024 | MN Wealth Advisors LLC | 4,037 | $202K | 0.1% | N/A | 0.046% | |
| 7/16/2024 | Cedar Point Capital Partners LLC | 136,291 | $6.80M | 5.1% | +41.8% | 1.567% | |
| 5/24/2024 | Cetera Investment Advisers | 32,243 | $1.61M | 0.0% | +174.5% | 0.371% | |
| 5/22/2024 | Cedar Point Capital Partners LLC | 96,109 | $4.80M | 3.6% | +2.9% | 1.105% | |
| 5/16/2024 | Sugar Maple Asset Management LLC | 8,496 | $425K | 0.4% | N/A | 0.098% | |
| 5/16/2024 | Kraft Davis & Associates LLC | 54,515 | $2.72M | 0.8% | -51.5% | 0.627% | |
| 5/9/2024 | RFP Financial Group LLC | 30,071 | $1.50M | 0.6% | N/A | 0.346% | |
| 5/9/2024 | Planning Directions Inc. | 61,439 | $3.07M | 2.1% | +93.9% | 0.706% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 4,865 | $243K | 0.0% | -8.6% | 0.055% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 179,804 | $8.99M | 0.0% | +17.2% | 2.020% | |
| 4/26/2024 | Acute Investment Advisory LLC | 240,623 | $12.02M | 8.1% | +1.7% | 2.704% | |
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| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 35,856 | $1.79M | 0.0% | +99.6% | 0.403% | |
| 4/23/2024 | Genesee Capital Advisors LLC | 14,407 | $720K | 0.4% | +1.8% | 0.162% | |
| 4/15/2024 | Brookstone Capital Management | 17,805 | $890K | 0.0% | -5.6% | 0.426% | |
| 2/9/2024 | Advisory Services Network LLC | 8,850 | $442K | 0.0% | -30.9% | 0.212% | |
| 2/9/2024 | Wells Fargo & Company MN | 281,014 | $14.02M | 0.0% | +118.4% | 6.723% | |
| 2/9/2024 | Gladstone Institutional Advisory LLC | 5,555 | $277K | 0.0% | N/A | 0.133% | |
| 2/9/2024 | UBS Group AG | 290,096 | $14.47M | 0.0% | -33.2% | 6.940% | |
| 2/8/2024 | Main Street Financial Solutions LLC | 7,880 | $393K | 0.1% | -8.4% | 0.189% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 5,322 | $266K | 0.0% | N/A | 0.127% | |
| 2/7/2024 | Principal Securities Inc. | 9,018 | $450K | 0.0% | N/A | 0.216% | |
