| 3/3/2025 | Fluent Financial LLC | 17,030 | $291K | 0.1% | +45.2% | 0.107% | |
| 2/24/2025 | Liberty Square Wealth Partners LLC | 31,857 | $547K | 0.2% | N/A | 0.200% | |
| 2/18/2025 | MidWestOne Financial Group Inc. | 171,171 | $2.93M | 0.4% | +21.0% | 1.137% | |
| 2/17/2025 | Bank of America Corp DE | 2,831,063 | $48.38M | 0.0% | +4.3% | 18.811% | |
| 2/17/2025 | Ameriprise Financial Inc. | 407,821 | $6.98M | 0.0% | +32.3% | 2.710% | |
| 2/14/2025 | FAS Wealth Partners Inc. | 39,244 | $671K | 0.1% | +3.6% | 0.261% | |
| 2/14/2025 | Rehmann Capital Advisory Group | 62,113 | $1.06M | 0.1% | -6.6% | 0.413% | |
| 2/14/2025 | Comerica Bank | 43,927 | $751K | 0.0% | +495.0% | 0.292% | |
| 2/14/2025 | Prosperity Consulting Group LLC | 185,647 | $3.17M | 0.2% | -3.7% | 1.234% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 182,524 | $3.12M | 0.0% | +162.2% | 1.213% | |
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| 2/14/2025 | Stifel Financial Corp | 209,624 | $3.58M | 0.0% | -2.1% | 1.393% | |
| 2/14/2025 | Transce3nd LLC | 10,731 | $183K | 0.1% | N/A | 0.071% | |
| 2/14/2025 | MML Investors Services LLC | 101,611 | $1.74M | 0.0% | -0.6% | 0.675% | |
| 2/14/2025 | Freedom Investment Management Inc. | 77,911 | $1.33M | 0.1% | +0.8% | 0.518% | |
| 2/13/2025 | M Holdings Securities Inc. | 567,971 | $9.71M | 1.5% | -0.8% | 3.774% | |
| 2/13/2025 | Summit Investment Advisors Inc. | 51,340 | $877K | 0.8% | +7.0% | 0.341% | |
| 2/13/2025 | Raymond James Financial Inc. | 73,822 | $1.26M | 0.0% | N/A | 0.491% | |
| 2/13/2025 | Cerity Partners LLC | 192,652 | $3.29M | 0.0% | +3.9% | 1.280% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 101,544 | $1.74M | 0.0% | +12.1% | 0.675% | |
| 2/13/2025 | Wells Fargo & Company MN | 621,294 | $10.62M | 0.0% | -3.2% | 4.128% | |
| 2/12/2025 | JPMorgan Chase & Co. | 523,960 | $8.95M | 0.0% | +68.4% | 3.481% | |
| 2/11/2025 | LPL Financial LLC | 553,642 | $9.46M | 0.0% | -15.0% | 3.679% | |
| 2/11/2025 | M Holdings Securities Inc. | 9,707 | $166K | 0.1% | -98.3% | 0.064% | |
| 2/11/2025 | Sei Investments Co. | 211,622 | $3.62M | 0.0% | +3.4% | 1.406% | |
| 2/11/2025 | Condor Capital Management | 205,433 | $3.51M | 0.3% | +3.5% | 1.365% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 29,592 | $506K | 0.0% | +17.2% | 0.197% | |
| 2/7/2025 | HighTower Advisors LLC | 15,811 | $270K | 0.0% | -9.7% | 0.105% | |
| 2/6/2025 | Raymond James Financial Inc. | 73,822 | $1.26M | 0.0% | N/A | 0.491% | |
| 2/6/2025 | Detalus Advisors LLC | 19,953 | $341K | 0.1% | -29.1% | 0.133% | |
| 2/6/2025 | Jones Financial Companies Lllp | 20,309 | $347K | 0.0% | +98.3% | 0.135% | |
| 2/5/2025 | Providence First Trust Co | 2,828 | $48K | 0.0% | N/A | 0.019% | |
| 2/4/2025 | WealthShield Partners LLC | 4,962 | $85K | 0.0% | -41.3% | 0.033% | |
| 2/4/2025 | Cherry Tree Wealth Management LLC | 12,472 | $213K | 0.1% | -5.1% | 0.083% | |
| 2/3/2025 | Private Advisor Group LLC | 58,891 | $1.01M | 0.0% | +30.0% | 0.391% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 13,162 | $225K | 0.0% | N/A | 0.087% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 14,393 | $246K | 0.0% | N/A | 0.096% | |
| 1/30/2025 | Allworth Financial LP | 1,633,544 | $28.00M | 0.2% | +29.9% | 10.854% | |
| 1/29/2025 | PrairieView Partners LLC | 293,041 | $5.01M | 0.5% | -2.5% | 1.947% | |
| 1/28/2025 | Golden State Wealth Management LLC | 7,778 | $133K | 0.0% | N/A | 0.052% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 14,393 | $246K | 0.0% | N/A | 0.096% | |
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| 1/24/2025 | Leisure Capital Management | 23,171 | $396K | 0.2% | N/A | 0.154% | |
| 1/24/2025 | Evermay Wealth Management LLC | 9,472 | $162K | 0.0% | -33.9% | 0.063% | |
| 1/24/2025 | Dohj LLC | 367,189 | $6.28M | 1.4% | +4.1% | 2.440% | |
| 1/22/2025 | PFG Investments LLC | 16,747 | $286K | 0.0% | -3.9% | 0.111% | |
| 1/21/2025 | Juncture Wealth Strategies LLC | 30,812 | $527K | 0.2% | -30.4% | 0.205% | |
| 1/17/2025 | Bartlett & CO. Wealth Management LLC | 64,178 | $1.10M | 0.0% | -6.2% | 0.426% | |
| 1/17/2025 | Janney Capital Management LLC | 143,606 | $2.45M | 0.2% | N/A | 0.954% | |
| 1/15/2025 | Arkadios Wealth Advisors | 27,300 | $467K | 0.0% | N/A | 0.181% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 22,135 | $378K | 0.0% | -12.1% | 0.147% | |
| 1/10/2025 | ST Germain D J Co. Inc. | 5,311 | $91K | 0.0% | N/A | 0.035% | |
| 1/2/2025 | IMPACTfolio LLC | 138,240 | $2.36M | 1.2% | +4.7% | 0.919% | |
| 12/26/2024 | JPMorgan Chase & Co. | 311,121 | $5.38M | 0.0% | +10.9% | 2.067% | |
| 11/25/2024 | Sanctuary Advisors LLC | 101,864 | $1.75M | 0.0% | -2.5% | 0.677% | |
| 11/18/2024 | Rehmann Capital Advisory Group | 66,481 | $1.15M | 0.1% | -1.6% | 0.442% | |
| 11/15/2024 | MidWestOne Financial Group Inc. | 141,456 | $2.45M | 0.3% | +7.6% | 0.940% | |
| 11/15/2024 | MML Investors Services LLC | 102,229 | $1.77M | 0.0% | +10.7% | 0.679% | |
| 11/15/2024 | Jane Street Group LLC | 12,433 | $215K | 0.0% | -78.8% | 0.083% | |
| 11/15/2024 | Stifel Financial Corp | 214,153 | $3.70M | 0.0% | -2.1% | 1.423% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 69,621 | $1.20M | 0.0% | -33.6% | 0.463% | |
| 11/15/2024 | HighTower Advisors LLC | 17,501 | $302K | 0.0% | -49.0% | 0.116% | |
| 11/13/2024 | Freedom Investment Management Inc. | 77,262 | $1.34M | 0.1% | -2.3% | 0.513% | |
| 11/12/2024 | Cerity Partners LLC | 185,410 | $3.21M | 0.0% | +23.9% | 1.232% | |
| 11/12/2024 | M Holdings Securities Inc. | 572,659 | $9.90M | 2.5% | +7.8% | 3.805% | |
| 11/12/2024 | Raymond James Trust N.A. | 12,483 | $216K | 0.0% | -22.5% | 0.083% | |
| 11/5/2024 | Prime Capital Investment Advisors LLC | 27,909 | $483K | 0.0% | -8.1% | 0.185% | |
| 10/24/2024 | Kavar Capital Partners Group LLC | 12,500 | $216K | 0.0% | N/A | 0.083% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 24,974 | $432K | 0.0% | N/A | 0.166% | |
| 10/24/2024 | PFG Investments LLC | 17,419 | $301K | 0.0% | -5.1% | 0.116% | |
| 10/23/2024 | Allworth Financial LP | 1,257,510 | $21.74M | 0.1% | +14.8% | 8.356% | |
| 10/22/2024 | Detalus Advisors LLC | 28,142 | $487K | 0.2% | -11.2% | 0.187% | |
| 10/18/2024 | Bartlett & CO. Wealth Management LLC | 68,403 | $1.18M | 0.0% | -9.0% | 0.455% | |
| 10/9/2024 | Juncture Wealth Strategies LLC | 44,291 | $766K | 0.3% | -18.6% | 0.294% | |
| 10/8/2024 | MBM Wealth Consultants LLC | 32,225 | $557K | 0.2% | -2.7% | 0.214% | |
| 10/5/2024 | Fluent Financial LLC | 11,730 | $203K | 0.1% | N/A | 0.078% | |
| 10/1/2024 | IMPACTfolio LLC | 132,024 | $2.28M | 1.2% | +1.3% | 0.877% | |
| 9/5/2024 | Sanctuary Advisors LLC | 104,521 | $1.77M | 0.0% | N/A | 0.694% | |
| 8/16/2024 | MidWestOne Financial Group Inc. | 131,478 | $2.24M | 0.4% | +38.9% | 0.874% | |
| 8/13/2024 | Sei Investments Co. | 190,266 | $3.24M | 0.0% | +24.1% | 1.264% | |
| 8/9/2024 | One Capital Management LLC | 25,710 | $437K | 0.0% | -39.7% | 0.171% | |
| 8/8/2024 | Prosperity Consulting Group LLC | 218,623 | $3.72M | 0.5% | -7.6% | 1.453% | |
| 8/8/2024 | Condor Capital Management | 196,221 | $3.34M | 0.3% | +4.2% | 1.304% | |
| 8/7/2024 | PFG Investments LLC | 18,363 | $312K | 0.0% | -16.2% | 0.122% | |
| 8/1/2024 | Willis Johnson & Associates Inc. | 245,333 | $4.17M | 0.3% | +1.4% | 1.630% | |
| 8/1/2024 | PrairieView Partners LLC | 300,571 | $5.11M | 0.6% | -0.3% | 1.997% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 22,464 | $382K | 0.0% | -6.0% | 0.149% | |
| 7/29/2024 | FAS Wealth Partners Inc. | 36,761 | $625K | 0.1% | +2.0% | 0.244% | |
| 7/26/2024 | WealthShield Partners LLC | 9,962 | $169K | 0.0% | -24.1% | 0.066% | |
| 7/23/2024 | Vicus Capital | 12,053 | $205K | 0.0% | -73.9% | 0.080% | |
| 7/23/2024 | Diversified Portfolios Inc. | 93,033 | $1.58M | 0.2% | N/A | 0.618% | |
| 7/20/2024 | Brand Asset Management Group Inc. | 10,451 | $178K | 0.1% | N/A | 0.069% | |
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| 7/11/2024 | Juncture Wealth Strategies LLC | 54,398 | $925K | 0.4% | -5.8% | 0.361% | |
| 7/2/2024 | Massmutual Trust Co. FSB ADV | 45,900 | $780K | 0.0% | +80.1% | 0.305% | |
| 5/17/2024 | Comerica Bank | 20,148 | $343K | 0.0% | +8.1% | 0.135% | |
| 5/16/2024 | Jane Street Group LLC | 1,356,703 | $23.09M | 0.0% | +146.9% | 9.105% | |
| 5/9/2024 | Condor Capital Management | 188,278 | $3.20M | 0.3% | +4.8% | 1.264% | |
| 5/7/2024 | Sei Investments Co. | 153,363 | $2.61M | 0.0% | +3.8% | 1.029% | |
| 5/4/2024 | PrairieView Partners LLC | 301,418 | $5.13M | 0.6% | +0.3% | 2.023% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 68,583 | $1.17M | 0.1% | +7.9% | 0.460% | |
| 5/1/2024 | Janney Capital Management LLC | 148,777 | $2.53M | 0.2% | -1.2% | 0.999% | |
| 5/1/2024 | Cherry Tree Wealth Management LLC | 14,688 | $250K | 0.1% | -16.6% | 0.099% | |
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