| 2/19/2025 | WCG Wealth Advisors LLC | 10,772 | $555K | 0.0% | N/A | 0.079% | |
| 2/18/2025 | MidWestOne Financial Group Inc. | 40,444 | $2.08M | 0.3% | -1.4% | 0.298% | |
| 2/17/2025 | WBI Investments LLC | 34,725 | $1.79M | 0.4% | -42.8% | 0.256% | |
| 2/17/2025 | Cetera Investment Advisers | 24,729 | $1.27M | 0.0% | +32.0% | 0.182% | |
| 2/17/2025 | Captrust Financial Advisors | 49,067 | $2.53M | 0.0% | -13.5% | 0.361% | |
| 2/17/2025 | Bank of America Corp DE | 292,332 | $15.06M | 0.0% | +30.7% | 2.151% | |
| 2/14/2025 | Jane Street Group LLC | 16,295 | $840K | 0.0% | +83.9% | 0.120% | |
| 2/13/2025 | Family Office Research LLC | 4,312 | $222K | 0.1% | N/A | 0.032% | |
| 2/13/2025 | Raymond James Financial Inc. | 71,269 | $3.67M | 0.0% | N/A | 0.524% | |
| 2/13/2025 | Swisher Financial Concepts Inc. | 5,727 | $295K | 0.3% | -54.3% | 0.042% | |
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| 2/13/2025 | Envestnet Asset Management Inc. | 17,921 | $923K | 0.0% | -37.9% | 0.132% | |
| 2/11/2025 | LPL Financial LLC | 305,777 | $15.75M | 0.0% | +17.7% | 2.250% | |
| 2/11/2025 | Intellus Advisors LLC | 192,193 | $9.90M | 1.7% | N/A | 1.414% | |
| 2/10/2025 | Flagship Wealth Advisors LLC | 2,080 | $107K | 0.1% | N/A | 0.015% | |
| 2/10/2025 | Harbour Investments Inc. | 1,343 | $69K | 0.0% | +25.9% | 0.010% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 36,319 | $1.87M | 0.0% | +16.7% | 0.267% | |
| 2/10/2025 | Essential Planning LLC. | 869,449 | $44.92M | 0.3% | +7,932.6% | 6.398% | |
| 2/7/2025 | HighTower Advisors LLC | 131,099 | $6.75M | 0.0% | N/A | 0.965% | |
| 2/6/2025 | Raymond James Financial Inc. | 71,269 | $3.67M | 0.0% | N/A | 0.524% | |
| 2/6/2025 | M&T Bank Corp | 855,538 | $44.08M | 0.1% | N/A | 6.295% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 2,655 | $137K | 0.0% | +205.2% | 0.020% | |
| 2/6/2025 | Jones Financial Companies Lllp | 13,635 | $702K | 0.0% | +29.5% | 0.100% | |
| 2/5/2025 | BlueStem Wealth Partners LLC | 162,210 | $8.36M | 1.1% | N/A | 1.194% | |
| 2/5/2025 | TD Capital Management LLC | 71,627 | $3.69M | 0.4% | +884.0% | 0.527% | |
| 2/4/2025 | MONECO Advisors LLC | 77,462 | $3.99M | 0.4% | -14.4% | 0.570% | |
| 2/4/2025 | Members Advisory Group LLC | 60,228 | $3.10M | 1.3% | N/A | 0.443% | |
| 2/3/2025 | Winebrenner Capital Management LLC | 24,871 | $1.28M | 1.0% | N/A | 0.183% | |
| 2/3/2025 | FMA Wealth Management LLC | 229,938 | $11.85M | 8.8% | +0.9% | 1.692% | |
| 2/3/2025 | Private Advisor Group LLC | 20,933 | $1.08M | 0.0% | +415.7% | 0.154% | |
| 1/31/2025 | D.A. Davidson & CO. | 37,868 | $1.95M | 0.0% | +31.6% | 0.279% | |
| 1/31/2025 | Truist Financial Corp | 9,144 | $471K | 0.0% | -61.7% | 0.067% | |
| 1/30/2025 | Centerpoint Advisory Group | 9,809 | $505K | 0.5% | N/A | 0.072% | |
| 1/29/2025 | Stonebridge Financial Group LLC | 220,901 | $11.38M | 1.3% | N/A | 1.625% | |
| 1/23/2025 | Synergy Asset Management LLC | 25,689 | $1.34M | 0.1% | +42.0% | 0.189% | |
| 1/23/2025 | Foster & Motley Inc. | 7,730 | $398K | 0.0% | N/A | 0.057% | |
| 1/22/2025 | PFG Investments LLC | 8,855 | $456K | 0.0% | +4.1% | 0.065% | |
| 1/21/2025 | GSB Wealth Management LLC | 23,362 | $1.20M | 0.3% | N/A | 0.172% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 1,209 | $62K | 0.0% | N/A | 0.009% | |
| 1/17/2025 | MBM Wealth Consultants LLC | 217,095 | $11.19M | 3.3% | +22.9% | 1.597% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 49,624 | $2.56M | 0.1% | N/A | 0.365% | |
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| 1/14/2025 | KWB Wealth | 3,986 | $208K | 0.0% | -5.1% | 0.029% | |
| 1/13/2025 | Miracle Mile Advisors LLC | 580,867 | $29.93M | 0.6% | +6.0% | 4.274% | |
| 11/18/2024 | FRG Family Wealth Advisors LLC | 5,800 | $302K | 0.1% | N/A | 0.043% | |
| 11/15/2024 | MidWestOne Financial Group Inc. | 41,003 | $2.14M | 0.3% | +68.9% | 0.302% | |
| 11/15/2024 | MML Investors Services LLC | 8,079 | $421K | 0.0% | N/A | 0.059% | |
| 11/15/2024 | MCIA Inc | 36,974 | $1.90M | 0.4% | N/A | 0.272% | |
| 11/15/2024 | Jane Street Group LLC | 8,863 | $462K | 0.0% | -37.5% | 0.065% | |
| 11/14/2024 | Flow Traders U.S. LLC | 16,135 | $841K | 0.0% | N/A | 0.119% | |
| 11/14/2024 | Captrust Financial Advisors | 56,726 | $2.96M | 0.0% | -15.6% | 0.417% | |
| 11/13/2024 | D.A. Davidson & CO. | 28,772 | $1.50M | 0.0% | -7.3% | 0.212% | |
| 11/7/2024 | Essential Planning LLC. | 10,824 | $564K | 0.2% | N/A | 0.080% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 23,845 | $1.24M | 0.0% | N/A | 0.175% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 890 | $46K | 0.0% | N/A | 0.007% | |
| 10/25/2024 | MONECO Advisors LLC | 90,455 | $4.72M | 0.6% | -5.5% | 0.666% | |
| 10/24/2024 | PFG Investments LLC | 8,505 | $444K | 0.0% | +107.4% | 0.063% | |
| 10/22/2024 | Private Advisor Group LLC | 4,059 | $212K | 0.0% | N/A | 0.030% | |
| 10/18/2024 | Raymond James & Associates | 196,280 | $10.24M | 0.0% | +3.9% | 1.444% | |
| 10/15/2024 | FMA Wealth Management LLC | 227,898 | $11.89M | 8.6% | N/A | 1.677% | |
| 10/8/2024 | MBM Wealth Consultants LLC | 176,609 | $9.21M | 2.9% | N/A | 1.300% | |
| 10/7/2024 | Miracle Mile Advisors LLC | 548,073 | $28.58M | 0.7% | N/A | 4.033% | |
| 8/22/2024 | Cetera Investment Advisers | 18,891 | $967K | 0.0% | -31.6% | 0.139% | |
| 8/16/2024 | Susquehanna International Group LLP | 122,684 | $6.28M | 0.0% | -14.1% | 0.903% | |
| 8/16/2024 | MidWestOne Financial Group Inc. | 24,273 | $1.24M | 0.2% | +136.9% | 0.179% | |
| 8/13/2024 | Wealth Advisors of Tampa Bay LLC | 81,887 | $4.19M | 2.0% | -0.9% | 0.603% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 37,375 | $1.91M | 0.0% | -14.2% | 0.275% | |
| 7/26/2024 | Financial Connections Group Inc. | 56,727 | $2.90M | 1.5% | +5,672,600.0% | 0.417% | |
| 7/24/2024 | &PARTNERS | 17,230 | $882K | 0.0% | N/A | 0.127% | |
| 7/19/2024 | MONECO Advisors LLC | 95,767 | $4.90M | 0.7% | -4.6% | 0.705% | |
| 7/19/2024 | Raymond James & Associates | 188,875 | $9.67M | 0.0% | +5.8% | 1.390% | |
| 5/16/2024 | Jane Street Group LLC | 90,122 | $4.59M | 0.0% | +556.8% | 0.663% | |
| 5/16/2024 | Captrust Financial Advisors | 630,047 | $32.10M | 0.1% | +28.2% | 4.636% | |
| 5/15/2024 | Epoch Investment Partners Inc. | 43,439 | $2.21M | 0.0% | -7.4% | 0.320% | |
| 5/7/2024 | PFG Advisors | 9,118 | $464K | 0.0% | N/A | 0.067% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 43,573 | $2.22M | 0.0% | -67.9% | 0.321% | |
| 4/26/2024 | MONECO Advisors LLC | 100,609 | $5.13M | 0.8% | -5.3% | 0.709% | |
| 4/23/2024 | Swisher Financial Concepts Inc. | 47,075 | $2.38M | 2.1% | -2.7% | 0.332% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 30,726 | $1.57M | 0.0% | N/A | 0.217% | |
| 4/22/2024 | PFG Investments LLC | 4,101 | $209K | 0.0% | N/A | 0.029% | |
| 4/22/2024 | Raymond James & Associates | 178,587 | $9.10M | 0.0% | N/A | 1.259% | |
| 4/20/2024 | KWB Wealth | 4,176 | $213K | 0.0% | N/A | 0.029% | |
| 4/15/2024 | GoalVest Advisory LLC | 546 | $28K | 0.0% | N/A | 0.004% | |
| 3/13/2024 | MONECO Advisors LLC | 106,246 | $5.38M | 1.0% | -4.7% | 0.000% | |
| 2/9/2024 | D.A. Davidson & CO. | 31,362 | $1.59M | 0.0% | +91.3% | 0.000% | |
| 2/6/2024 | Lincoln National Corp | 5,161 | $261K | 0.0% | -13.0% | 0.000% | |
| 2/5/2024 | MONECO Advisors LLC | 106,010 | $5.36M | 1.0% | N/A | 0.000% | |
| 2/5/2024 | Choreo LLC | 5,990 | $304K | 0.0% | -6.2% | 0.000% | |
| 2/1/2024 | Prism Advisors Inc. | 27,122 | $1.37M | 0.4% | N/A | 0.000% | |
| 1/25/2024 | Wealth Advisors of Tampa Bay LLC | 98,628 | $4.99M | 2.5% | -50.6% | 0.000% | |
| 1/24/2024 | Private Trust Co. NA | 8,664 | $438K | 0.1% | -13.5% | 0.000% | |
| 11/15/2023 | JPMorgan Chase & Co. | 8,490,803 | $423.69M | 0.0% | N/A | 0.000% | |
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| 11/13/2023 | Epoch Investment Partners Inc. | 46,889 | $2.34M | 0.0% | N/A | 0.000% | |
| 11/13/2023 | Mariner LLC | 16,312 | $814K | 0.0% | N/A | 0.000% | |
| 11/13/2023 | LPL Financial LLC | 160,247 | $8.00M | 0.0% | N/A | 0.000% | |
| 11/13/2023 | PNC Financial Services Group Inc. | 530 | $26K | 0.0% | N/A | 0.000% | |
| 11/8/2023 | Choreo LLC | 6,383 | $319K | 0.0% | N/A | 0.000% | |
| 11/8/2023 | D.A. Davidson & CO. | 16,394 | $818K | 0.0% | N/A | 0.000% | |
| 11/7/2023 | Great Valley Advisor Group Inc. | 4,440 | $222K | 0.0% | N/A | 0.000% | |
| 11/6/2023 | Lincoln National Corp | 5,932 | $296K | 0.0% | N/A | 0.000% | |
| 11/1/2023 | Csenge Advisory Group | 8,863 | $442K | 0.0% | N/A | 0.000% | |
| 10/31/2023 | Allworth Financial LP | 1,205 | $60K | 0.0% | N/A | 0.000% | |
