| 2/19/2025 | Toronto Dominion Bank | 11,707 | $273K | 0.0% | N/A | 0.177% | |
| 2/17/2025 | Toronto Dominion Bank | 11,707 | $273K | 0.0% | N/A | 0.177% | |
| 2/17/2025 | Focus Partners Wealth | 76,149 | $1.78M | 0.0% | +4.6% | 1.154% | |
| 2/17/2025 | Captrust Financial Advisors | 10,349 | $241K | 0.0% | -10.5% | 0.157% | |
| 2/17/2025 | Bank of America Corp DE | 175,035 | $4.08M | 0.0% | -3.3% | 2.652% | |
| 2/14/2025 | Jane Street Group LLC | 13,946 | $325K | 0.0% | -83.6% | 0.211% | |
| 2/14/2025 | Lido Advisors LLC | 64,181 | $1.50M | 0.0% | N/A | 0.972% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 61,676 | $1.44M | 0.0% | +72.0% | 0.934% | |
| 2/14/2025 | Stifel Financial Corp | 50,433 | $1.18M | 0.0% | -9.6% | 0.764% | |
| 2/14/2025 | MML Investors Services LLC | 49,434 | $1.15M | 0.0% | +8.3% | 0.749% | |
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| 2/14/2025 | Freedom Investment Management Inc. | 12,861 | $300K | 0.0% | N/A | 0.195% | |
| 2/13/2025 | NewEdge Advisors LLC | 134,143 | $3.13M | 0.0% | +10.8% | 2.032% | |
| 2/13/2025 | Raymond James Financial Inc. | 120,901 | $2.82M | 0.0% | N/A | 1.832% | |
| 2/13/2025 | Invesco Ltd. | 183,555 | $4.28M | 0.0% | -4.0% | 2.781% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 123,672 | $2.89M | 0.0% | +35.3% | 1.874% | |
| 2/13/2025 | Wells Fargo & Company MN | 254,215 | $5.93M | 0.0% | +19.5% | 3.852% | |
| 2/12/2025 | PAX Financial Group LLC | 8,685 | $203K | 0.0% | N/A | 0.132% | |
| 2/12/2025 | StoneX Group Inc. | 27,050 | $631K | 0.0% | N/A | 0.410% | |
| 2/11/2025 | LPL Financial LLC | 289,780 | $6.76M | 0.0% | +14.6% | 4.391% | |
| 2/10/2025 | Hills Bank & Trust Co | 26,596 | $620K | 0.0% | +304.7% | 0.403% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 195,457 | $4.56M | 0.0% | +0.9% | 2.961% | |
| 2/7/2025 | HighTower Advisors LLC | 48,398 | $1.13M | 0.0% | +23.2% | 0.733% | |
| 2/6/2025 | Opulen Financial Group LLC | 8,684 | $203K | 0.2% | N/A | 0.132% | |
| 2/6/2025 | Raymond James Financial Inc. | 120,901 | $2.82M | 0.0% | N/A | 1.832% | |
| 2/5/2025 | Jacobi Capital Management LLC | 11,170 | $261K | 0.0% | +5.1% | 0.169% | |
| 2/5/2025 | Private Trust Co. NA | 3,650 | $85K | 0.0% | N/A | 0.055% | |
| 2/5/2025 | First Command Advisory Services Inc. | 20,504 | $478K | 0.0% | +367.7% | 0.311% | |
| 2/4/2025 | Addison Advisors LLC | 23,550 | $549K | 0.2% | -4.7% | 0.357% | |
| 2/4/2025 | MONECO Advisors LLC | 63,372 | $1.48M | 0.2% | +33.1% | 0.960% | |
| 2/4/2025 | WESPAC Advisors LLC | 12,958 | $302K | 0.2% | N/A | 0.196% | |
| 1/31/2025 | Key Financial Inc | 161,254 | $3.76M | 0.9% | +3.6% | 2.481% | |
| 1/30/2025 | Principal Securities Inc. | 4,039 | $94K | 0.0% | N/A | 0.062% | |
| 1/30/2025 | Howard Wealth Management LLC | 12,710 | $297K | 0.2% | +18.3% | 0.196% | |
| 1/29/2025 | Wingate Wealth Advisors Inc. | 8,579 | $200K | 0.2% | N/A | 0.132% | |
| 1/29/2025 | Savant Capital LLC | 23,904 | $558K | 0.0% | -16.0% | 0.368% | |
| 1/28/2025 | AlphaStar Capital Management LLC | 49,907 | $1.16M | 0.1% | +12.1% | 0.768% | |
| 1/27/2025 | YANKCOM Partnership | 8,530 | $199K | 0.1% | N/A | 0.131% | |
| 1/27/2025 | Silverlake Wealth Management LLC | 11,847 | $276K | 0.1% | +7.7% | 0.182% | |
| 1/23/2025 | AA Financial Advisors LLC | 11,593 | $270K | 0.1% | N/A | 0.181% | |
| 1/23/2025 | Crews Bank & Trust | 8,535 | $199K | 0.0% | N/A | 0.133% | |
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| 1/23/2025 | Asset Dedication LLC | 76,834 | $1.79M | 0.1% | +19.6% | 1.201% | |
| 1/22/2025 | Webster Bank N. A. | 2,120 | $49K | 0.0% | N/A | 0.033% | |
| 1/21/2025 | Precedent Wealth Partners LLC | 74,920 | $1.75M | 0.6% | +6.5% | 1.189% | |
| 1/17/2025 | Avior Wealth Management LLC | 15,957 | $372K | 0.0% | +182.8% | 0.253% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 28,440 | $664K | 0.0% | N/A | 0.459% | |
| 1/15/2025 | Sterling Financial Group Inc. | 48,064 | $1.12M | 0.4% | +76.9% | 0.775% | |
| 1/14/2025 | Kathmere Capital Management LLC | 22,533 | $526K | 0.0% | N/A | 0.363% | |
| 1/13/2025 | Sentinel Pension Advisors Inc. | 25,852 | $603K | 0.1% | +32.6% | 0.417% | |
| 1/7/2025 | Horizons Wealth Management | 19,437 | $453K | 0.3% | +2.9% | 0.319% | |
| 1/2/2025 | Confluence Investment Management LLC | 267,630 | $6.24M | 0.1% | -0.8% | 4.956% | |
| 11/25/2024 | Sanctuary Advisors LLC | 16,148 | $379K | 0.0% | N/A | 0.299% | |
| 11/18/2024 | Hobbs Group Advisors LLC | 34,980 | $825K | 0.3% | +7.9% | 0.648% | |
| 11/15/2024 | MML Investors Services LLC | 45,636 | $1.08M | 0.0% | +3.3% | 0.845% | |
| 11/15/2024 | Jane Street Group LLC | 84,900 | $2.00M | 0.0% | -1.7% | 1.572% | |
| 11/15/2024 | Stifel Financial Corp | 55,780 | $1.32M | 0.0% | +385.0% | 1.033% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 35,853 | $845K | 0.0% | +10.8% | 0.664% | |
| 11/15/2024 | HighTower Advisors LLC | 39,288 | $925K | 0.0% | N/A | 0.728% | |
| 11/15/2024 | Benjamin Edwards Inc. | 10,380 | $245K | 0.0% | N/A | 0.192% | |
| 11/14/2024 | Captrust Financial Advisors | 11,566 | $273K | 0.0% | +12.4% | 0.214% | |
| 11/12/2024 | Meridian Wealth Management LLC | 17,252 | $407K | 0.0% | +34.9% | 0.319% | |
| 11/8/2024 | Avior Wealth Management LLC | 5,642 | $133K | 0.0% | +12.7% | 0.104% | |
| 11/5/2024 | Paulson Wealth Management Inc. | 17,856 | $421K | 0.1% | +56.9% | 0.331% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 8,635 | $204K | 0.0% | +97.8% | 0.160% | |
| 11/4/2024 | Addison Advisors LLC | 24,705 | $583K | 0.2% | +18.2% | 0.458% | |
| 10/31/2024 | Confluence Investment Management LLC | 269,708 | $6.36M | 0.1% | -5.8% | 5.089% | |
| 10/29/2024 | Key Financial Inc | 155,599 | $3.67M | 0.8% | +2.8% | 2.936% | |
| 10/28/2024 | Hills Bank & Trust Co | 6,572 | $155K | 0.0% | N/A | 0.124% | |
| 10/25/2024 | MONECO Advisors LLC | 47,596 | $1.12M | 0.1% | +42.5% | 0.898% | |
| 10/22/2024 | Foundry Financial Group Inc. | 8,491 | $200K | 0.1% | N/A | 0.160% | |
| 10/22/2024 | Sterling Financial Group Inc. | 27,163 | $641K | 0.3% | +63.0% | 0.513% | |
| 10/21/2024 | Venture Visionary Partners LLC | 11,950 | $282K | 0.0% | -7.7% | 0.225% | |
| 10/18/2024 | Precedent Wealth Partners LLC | 70,339 | $1.66M | 0.5% | +19.5% | 1.353% | |
| 10/16/2024 | Sentinel Pension Advisors Inc. | 19,492 | $460K | 0.1% | +35.7% | 0.375% | |
| 10/16/2024 | Asset Dedication LLC | 64,227 | $1.51M | 0.1% | +8.9% | 1.235% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 18,611 | $432K | 0.0% | +18.1% | 0.380% | |
| 8/16/2024 | NewEdge Advisors LLC | 117,647 | $2.73M | 0.0% | +6.9% | 2.401% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 82,382 | $1.91M | 0.0% | +9.4% | 1.681% | |
| 8/6/2024 | Asset Dedication LLC | 58,977 | $1.37M | 0.1% | +14.4% | 1.204% | |
| 8/2/2024 | Midland Wealth Advisors LLC | 12,508 | $291K | 0.0% | N/A | 0.255% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 168,381 | $3.91M | 0.0% | +3.3% | 3.436% | |
| 7/30/2024 | Key Financial Inc | 151,324 | $3.52M | 0.8% | +3.1% | 3.088% | |
| 7/26/2024 | AlphaStar Capital Management LLC | 41,372 | $961K | 0.1% | +22.6% | 0.862% | |
| 7/26/2024 | First Command Advisory Services Inc. | 3,734 | $87K | 0.0% | +73.7% | 0.078% | |
| 7/26/2024 | Paulson Wealth Management Inc. | 11,381 | $264K | 0.1% | N/A | 0.237% | |
| 7/23/2024 | Precedent Wealth Partners LLC | 58,849 | $1.37M | 0.6% | +19.1% | 1.252% | |
| 7/22/2024 | Hobbs Group Advisors LLC | 32,406 | $753K | 0.3% | N/A | 0.689% | |
| 7/19/2024 | MONECO Advisors LLC | 33,398 | $776K | 0.1% | +147.4% | 0.726% | |
| 7/16/2024 | Bill Few Associates Inc. | 17,142 | $398K | 0.2% | +33.5% | 0.373% | |
| 7/15/2024 | Sterling Financial Group Inc. | 16,663 | $387K | 0.2% | -24.3% | 0.362% | |
| 7/10/2024 | CGN Advisors LLC | 55,233 | $1.28M | 0.1% | -12.5% | 1.201% | |
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| 7/1/2024 | Confluence Investment Management LLC | 286,386 | $6.65M | 0.1% | -0.5% | 6.660% | |
| 5/14/2024 | Sentinel Pension Advisors Inc. | 9,230 | $217K | 0.0% | N/A | 0.215% | |
| 5/2/2024 | First Command Advisory Services Inc. | 2,150 | $50K | 0.0% | N/A | 0.050% | |
| 4/30/2024 | Foundry Financial Group Inc. | 10,533 | $247K | 0.2% | N/A | 0.245% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 163,072 | $3.83M | 0.0% | +13.6% | 3.792% | |
| 4/26/2024 | MONECO Advisors LLC | 13,502 | $317K | 0.1% | +4.4% | 0.314% | |
| 4/23/2024 | Precedent Wealth Partners LLC | 49,431 | $1.16M | 0.5% | +29.1% | 1.150% | |
| 4/18/2024 | Silverlake Wealth Management LLC | 10,997 | $258K | 0.1% | N/A | 0.256% | |
| 4/12/2024 | CGN Advisors LLC | 63,101 | $1.48M | 0.2% | -32.5% | 1.467% | |
| 4/10/2024 | Sterling Financial Group Inc. | 22,013 | $517K | 0.2% | -75.8% | 0.512% | |
