| 2/18/2025 | Stonebridge Financial Planning Group LLC | 10,732 | $1.48M | 0.7% | -2.3% | 0.671% | |
| 2/17/2025 | Cetera Investment Advisers | 10,661 | $1.47M | 0.0% | -4.4% | 0.666% | |
| 2/17/2025 | Baird Financial Group Inc. | 14,592 | $2.02M | 0.0% | +0.7% | 0.912% | |
| 2/17/2025 | Bank of America Corp DE | 28,635 | $3.96M | 0.0% | -2.1% | 1.790% | |
| 2/14/2025 | Bison Wealth LLC | 2,086 | $288K | 0.1% | -18.5% | 0.130% | |
| 2/14/2025 | Stifel Financial Corp | 8,127 | $1.12M | 0.0% | +20.8% | 0.508% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 2,099 | $290K | 0.0% | N/A | 0.131% | |
| 2/13/2025 | NewEdge Advisors LLC | 507 | $70K | 0.0% | -19.3% | 0.032% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,619 | $224K | 0.0% | +7.8% | 0.101% | |
| 2/13/2025 | Wells Fargo & Company MN | 25,727 | $3.56M | 0.0% | +1.2% | 1.608% | |
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| 2/11/2025 | LPL Financial LLC | 88,960 | $12.30M | 0.0% | +7.3% | 5.560% | |
| 2/11/2025 | Virtu Financial LLC | 1,638 | $226K | 0.0% | N/A | 0.102% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 62,961 | $8.70M | 0.0% | -1.6% | 3.935% | |
| 2/7/2025 | PFG Advisors | 1,875 | $259K | 0.0% | N/A | 0.117% | |
| 2/6/2025 | Raymond James Financial Inc. | 81,826 | $11.31M | 0.0% | N/A | 5.114% | |
| 2/6/2025 | Synergy Investment Management LLC | 205 | $28K | 0.0% | N/A | 0.013% | |
| 2/6/2025 | Jones Financial Companies Lllp | 3,365 | $465K | 0.0% | +175.6% | 0.210% | |
| 2/5/2025 | Nwam LLC | 3,866 | $534K | 0.0% | -5.4% | 0.242% | |
| 2/3/2025 | Private Advisor Group LLC | 16,493 | $2.28M | 0.0% | -1.1% | 1.031% | |
| 1/31/2025 | Truist Financial Corp | 38,942 | $5.38M | 0.0% | +1.7% | 2.434% | |
| 1/31/2025 | Sanctuary Advisors LLC | 4,113 | $602K | 0.0% | -6.8% | 0.257% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 34,749 | $4.80M | 0.1% | N/A | 2.172% | |
| 1/28/2025 | Golden State Wealth Management LLC | 5,176 | $715K | 0.1% | N/A | 0.324% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 34,749 | $4.80M | 0.0% | N/A | 2.172% | |
| 1/23/2025 | Fifth Third Securities Inc. | 11,105 | $1.54M | 0.1% | +7.5% | 0.694% | |
| 1/23/2025 | Gateway Wealth Partners LLC | 2,695 | $372K | 0.1% | +12.6% | 0.168% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 13,702 | $1.89M | 0.1% | +7.8% | 0.856% | |
| 1/17/2025 | Apeiron RIA LLC | 5,260 | $727K | 0.2% | -12.7% | 0.329% | |
| 1/16/2025 | Wealth Management Partners LLC | 22,200 | $3.07M | 1.3% | +1.6% | 1.388% | |
| 1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 291 | $40K | 0.0% | -20.5% | 0.018% | |
| 1/8/2025 | International Assets Investment Management LLC | 2,301 | $319K | 0.0% | -99.2% | 0.148% | |
| 12/11/2024 | 1ST Source Bank | 1,606 | $215K | 0.0% | N/A | 0.100% | |
| 11/25/2024 | Sanctuary Advisors LLC | 4,412 | $655K | 0.0% | +16.9% | 0.276% | |
| 11/15/2024 | Stifel Financial Corp | 6,725 | $899K | 0.0% | +12.2% | 0.420% | |
| 11/14/2024 | Plotkin Financial Advisors LLC | 46,222 | $6.18M | 3.7% | N/A | 2.889% | |
| 11/14/2024 | RPg Family Wealth Advisory LLC | 11,037 | $1.48M | 0.4% | +1.1% | 0.690% | |
| 11/12/2024 | Nwam LLC | 4,087 | $546K | 0.0% | N/A | 0.255% | |
| 11/8/2024 | Stonebridge Financial Planning Group LLC | 10,986 | $1.47M | 0.7% | -5.7% | 0.687% | |
| 11/5/2024 | Proactive Wealth Strategies LLC | 5,304 | $709K | 0.4% | N/A | 0.332% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 2,065 | $276K | 0.0% | +7.6% | 0.129% | |
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| 10/22/2024 | International Assets Investment Management LLC | 297,126 | $39.70M | 0.0% | +13,486.0% | 18.570% | |
| 10/22/2024 | Private Advisor Group LLC | 16,677 | $2.23M | 0.0% | +4.1% | 1.042% | |
| 10/16/2024 | Kowal Investment Group LLC | 26,846 | $3.59M | 0.7% | -1.2% | 1.678% | |
| 10/15/2024 | NBC Securities Inc. | 4,200 | $561K | 0.0% | -8.3% | 0.263% | |
| 10/10/2024 | Willner & Heller LLC | 3,913 | $523K | 0.5% | +4.1% | 0.191% | |
| 9/5/2024 | Sanctuary Advisors LLC | 3,775 | $449K | 0.0% | N/A | 0.229% | |
| 8/22/2024 | Cetera Investment Advisers | 10,849 | $1.34M | 0.0% | +3.3% | 0.658% | |
| 8/21/2024 | Truist Financial Corp | 37,100 | $4.57M | 0.0% | -2.6% | 2.248% | |
| 8/16/2024 | Gateway Wealth Partners LLC | 2,360 | $291K | 0.1% | +5.1% | 0.143% | |
| 8/13/2024 | Kowal Investment Group LLC | 27,172 | $3.35M | 0.7% | -0.7% | 1.647% | |
| 8/12/2024 | RPg Family Wealth Advisory LLC | 10,918 | $1.34M | 0.4% | +4.8% | 0.662% | |
| 8/8/2024 | Stonebridge Financial Planning Group LLC | 11,650 | $1.43M | 0.7% | -2.7% | 0.706% | |
| 8/5/2024 | Private Advisor Group LLC | 16,021 | $1.97M | 0.0% | -1.4% | 0.971% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 77,691 | $9.57M | 0.0% | -1.3% | 4.709% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 133,383 | $16.42M | 0.0% | +26.0% | 8.084% | |
| 7/19/2024 | Willner & Heller LLC | 3,760 | $463K | 0.4% | -6.9% | 0.228% | |
| 7/19/2024 | Raymond James & Associates | 15,761 | $1.94M | 0.0% | -3.2% | 0.955% | |
| 7/16/2024 | Apeiron RIA LLC | 6,727 | $828K | 0.3% | -4.6% | 0.408% | |
| 7/15/2024 | Fifth Third Securities Inc. | 10,505 | $1.29M | 0.1% | N/A | 0.637% | |
| 7/5/2024 | Thurston Springer Miller Herd & Titak Inc. | 304 | $37K | 0.0% | N/A | 0.018% | |
| 5/24/2024 | Cetera Advisors LLC | 3,021 | $376K | 0.0% | +37.6% | 0.195% | |
| 5/10/2024 | 1ST Source Bank | 1,606 | $200K | 0.0% | -28.6% | 0.104% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 5,959 | $742K | 0.0% | -2.5% | 0.384% | |
| 4/30/2024 | Private Advisor Group LLC | 16,253 | $2.03M | 0.0% | +3.1% | 1.049% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 78,712 | $9.81M | 0.0% | -3.0% | 5.078% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 105,891 | $13.19M | 0.0% | +20.1% | 6.832% | |
| 4/18/2024 | Kowal Investment Group LLC | 27,368 | $3.41M | 0.7% | +0.6% | 1.766% | |
| 4/11/2024 | International Assets Investment Management LLC | 2,187 | $270K | 0.0% | -3.9% | 0.141% | |
| 3/6/2024 | Willner & Heller LLC | 4,033 | $453K | 0.5% | N/A | 0.260% | |
| 2/9/2024 | D.A. Davidson & CO. | 18,831 | $2.11M | 0.0% | -4.4% | 1.215% | |
| 2/7/2024 | NBC Securities Inc. | 4,530 | $508K | 0.1% | +11.9% | 0.292% | |
| 2/6/2024 | Private Advisor Group LLC | 15,769 | $1.77M | 0.0% | +17.7% | 1.017% | |
| 2/5/2024 | Stonebridge Financial Planning Group LLC | 12,670 | $1.42M | 0.8% | -3.8% | 0.817% | |
| 2/2/2024 | Truist Financial Corp | 38,870 | $4.36M | 0.0% | -0.6% | 2.508% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 6,109 | $686K | 0.0% | -3.1% | 0.394% | |
| 1/24/2024 | International Assets Investment Management LLC | 255,392 | $28.67M | 0.0% | +11,545.8% | 16.477% | |
| 1/23/2024 | RPg Family Wealth Advisory LLC | 10,273 | $1.15M | 0.4% | -3.3% | 0.663% | |
| 1/22/2024 | Kowal Investment Group LLC | 27,215 | $3.06M | 0.7% | -0.6% | 1.756% | |
| 1/18/2024 | Global Retirement Partners LLC | 2,445 | $269K | 0.0% | +40,650.0% | 0.158% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 88,160 | $9.90M | 0.0% | -9.4% | 5.688% | |
| 1/16/2024 | Raymond James & Associates | 19,228 | $2.16M | 0.0% | -0.6% | 1.241% | |
| 1/12/2024 | Apeiron RIA LLC | 7,073 | $794K | 0.2% | +7.1% | 0.456% | |
| 1/11/2024 | 626 Financial LLC | 10,946 | $1.23M | 0.8% | -1.7% | 0.706% | |
| 1/10/2024 | Wealth Management Partners LLC | 21,829 | $2.45M | 1.4% | -1.2% | 1.408% | |
| 11/16/2023 | Harbour Investments Inc. | 26,797 | $2.68M | 0.1% | -1.5% | 1.675% | |
| 11/14/2023 | Gallagher Fiduciary Advisors LLC | 49,747 | $4.98M | 0.4% | +2.9% | 3.109% | |
| 11/13/2023 | LPL Financial LLC | 68,875 | $6.90M | 0.0% | +4.9% | 4.305% | |
| 11/13/2023 | Bison Wealth LLC | 2,195 | $220K | 0.0% | -12.6% | 0.137% | |
| 11/13/2023 | RPg Family Wealth Advisory LLC | 10,619 | $1.06M | 0.4% | N/A | 0.664% | |
| 11/13/2023 | Kestra Advisory Services LLC | 2,438 | $244K | 0.0% | -60.0% | 0.152% | |
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| 11/8/2023 | D.A. Davidson & CO. | 19,695 | $1.97M | 0.0% | -6.9% | 1.231% | |
| 11/8/2023 | Stonebridge Financial Planning Group LLC | 13,170 | $1.32M | 0.8% | -2.0% | 0.823% | |
| 11/7/2023 | Advisors Preferred LLC | 778 | $77K | 0.0% | N/A | 0.049% | |
| 11/4/2023 | NBC Securities Inc. | 4,049 | $405K | 0.0% | N/A | 0.253% | |
| 11/3/2023 | Private Advisor Group LLC | 13,403 | $1.34M | 0.0% | -6.0% | 0.838% | |
| 10/25/2023 | Wealth Management Partners LLC | 22,103 | $2.21M | 1.4% | N/A | 1.381% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 97,355 | $9.75M | 0.0% | +12.7% | 6.085% | |
| 10/24/2023 | Raymond James & Associates | 19,339 | $1.94M | 0.0% | -2.3% | 1.209% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 5,321 | $533K | 0.0% | -7.3% | 0.333% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 78,559 | $7.87M | 0.0% | +1.8% | 4.761% | |
