| 7/21/2025 | Grassi Investment Management | 11,855 | $485K | 0.0% | -21.0% | 0.235% | |
| 7/18/2025 | Institute for Wealth Management LLC. | 39,272 | $1.61M | 0.2% | -2.7% | 0.785% | |
| 7/15/2025 | Palumbo Wealth Management LLC | 35,231 | $1.44M | 0.4% | -3.0% | 0.726% | |
| 7/15/2025 | DKM Wealth Management Inc. | 14,892 | $609K | 0.5% | -5.4% | 0.307% | |
| 7/11/2025 | Wealth Management Partners LLC | 27,965 | $1.15M | 0.4% | N/A | 0.577% | |
| 7/9/2025 | Triumph Capital Management | 7,062 | $289K | 0.1% | N/A | 0.146% | |
| 5/29/2025 | Apeiron RIA LLC | 47,637 | $1.74M | 0.5% | +40.6% | 0.982% | |
| 5/16/2025 | NewEdge Advisors LLC | 123,478 | $4.52M | 0.0% | +119.2% | 2.627% | |
| 5/15/2025 | Royal Bank of Canada | 31,912 | $1.17M | 0.0% | +123.8% | 0.679% | |
| 5/14/2025 | Comerica Bank | 6,446 | $236K | 0.0% | +87.4% | 0.137% | |
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| 5/13/2025 | Raymond James Financial Inc. | 116,051 | $4.24M | 0.0% | +264.7% | 2.469% | |
| 5/7/2025 | LPL Financial LLC | 135,436 | $4.95M | 0.0% | -1.7% | 2.913% | |
| 5/6/2025 | Cetera Investment Advisers | 6,603 | $241K | 0.0% | +6.1% | 0.142% | |
| 4/22/2025 | Palumbo Wealth Management LLC | 36,306 | $1.33M | 0.4% | -6.5% | 0.825% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 11,295 | $413K | 0.0% | +85.0% | 0.257% | |
| 4/17/2025 | Ritholtz Wealth Management | 9,000 | $329K | 0.0% | +23.8% | 0.205% | |
| 4/11/2025 | DKM Wealth Management Inc. | 15,742 | $576K | 0.6% | +9.9% | 0.350% | |
| 4/11/2025 | Armstrong Fleming & Moore Inc | 12,856 | $470K | 0.6% | N/A | 0.286% | |
| 2/17/2025 | Cetera Investment Advisers | 6,222 | $235K | 0.0% | N/A | 0.146% | |
| 2/17/2025 | Bank of America Corp DE | 83,492 | $3.15M | 0.0% | +779.0% | 1.965% | |
| 2/13/2025 | NewEdge Advisors LLC | 56,320 | $2.13M | 0.0% | -1.4% | 1.325% | |
| 2/13/2025 | Main Street Financial Solutions LLC | 64,466 | $2.44M | 0.2% | +32.6% | 1.517% | |
| 2/13/2025 | Raymond James Financial Inc. | 31,825 | $1.20M | 0.0% | N/A | 0.749% | |
| 2/13/2025 | Wells Fargo & Company MN | 264,013 | $9.97M | 0.0% | +33.8% | 6.212% | |
| 2/12/2025 | DKM Wealth Management Inc. | 14,319 | $541K | 0.5% | N/A | 0.337% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 17,992 | $680K | 0.0% | +16.9% | 0.423% | |
| 2/11/2025 | LPL Financial LLC | 137,723 | $5.20M | 0.0% | +19.1% | 3.241% | |
| 2/6/2025 | Raymond James Financial Inc. | 31,825 | $1.20M | 0.0% | N/A | 0.767% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 5,336 | $202K | 0.0% | N/A | 0.129% | |
| 1/30/2025 | Palumbo Wealth Management LLC | 38,844 | $1.47M | 0.5% | -1.1% | 0.914% | |
| 1/24/2025 | Total Clarity Wealth Management Inc. | 64,408 | $2.43M | 0.8% | -39.2% | 1.515% | |
| 1/23/2025 | Institute for Wealth Management LLC. | 40,372 | $1.53M | 0.2% | -0.7% | 0.950% | |
| 1/17/2025 | Apeiron RIA LLC | 33,875 | $1.28M | 0.4% | N/A | 0.858% | |
| 1/15/2025 | Empirical Asset Management LLC | 61,481 | $2.32M | 0.1% | -4.9% | 1.556% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 15,386 | $566K | 0.0% | +14.3% | 0.446% | |
| 11/6/2024 | Main Street Financial Solutions LLC | 48,627 | $1.79M | 0.2% | +52.5% | 1.216% | |
| 11/5/2024 | Harbour Investments Inc. | 12,136 | $446K | 0.0% | -9.1% | 0.303% | |
| 10/31/2024 | Financial Enhancement Group LLC | 149,141 | $5.49M | 1.0% | N/A | 4.519% | |
| 10/28/2024 | Palumbo Wealth Management LLC | 39,277 | $1.45M | 0.6% | -1.0% | 1.190% | |
| 10/23/2024 | Grassi Investment Management | 15,050 | $554K | 0.0% | -2.6% | 0.449% | |
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| 10/11/2024 | Empirical Asset Management LLC | 64,636 | $2.38M | 0.3% | +179.3% | 1.959% | |
| 8/16/2024 | NewEdge Advisors LLC | 129,338 | $4.44M | 0.0% | -3.3% | 3.919% | |
| 8/9/2024 | Total Clarity Wealth Management Inc. | 97,946 | $3.36M | 1.2% | +1.5% | 2.968% | |
| 8/8/2024 | Main Street Financial Solutions LLC | 31,892 | $1.10M | 0.1% | +7.6% | 0.966% | |
| 8/1/2024 | Ritholtz Wealth Management | 7,000 | $240K | 0.0% | N/A | 0.219% | |
| 5/17/2024 | Comerica Bank | 2,000 | $69K | 0.0% | N/A | 0.063% | |
| 5/2/2024 | Mutual Advisors LLC | 89,289 | $3.07M | 0.1% | +298.2% | 2.790% | |
| 4/11/2024 | DHJJ Financial Advisors Ltd. | 2,625 | $90K | 0.0% | +123.4% | 0.085% | |
| 2/9/2024 | Milestone Investment Advisors LLC | 4,245 | $130K | 0.0% | -94.4% | 0.157% | |
| 2/8/2024 | Main Street Financial Solutions LLC | 12,150 | $373K | 0.0% | N/A | 0.450% | |
| 1/24/2024 | Total Clarity Wealth Management Inc. | 60,061 | $1.84M | 0.8% | +0.6% | 2.224% | |
| 1/22/2024 | Zimmermann Investment Management & Planning LLC | 15,549 | $477K | 0.2% | -71.5% | 0.576% | |
| 1/22/2024 | Palumbo Wealth Management LLC | 51,744 | $1.59M | 0.8% | -15.3% | 1.916% | |
| 1/16/2024 | Raymond James & Associates | 27,043 | $830K | 0.0% | -11.5% | 1.002% | |
| 1/12/2024 | Mutual Advisors LLC | 22,425 | $688K | 0.0% | -12.3% | 0.815% | |
| 11/14/2023 | Mutual Advisors LLC | 25,568 | $713K | 0.0% | -4.1% | 0.812% | |
| 11/8/2023 | Milestone Investment Advisors LLC | 75,327 | $2.10M | 0.6% | -2.8% | 2.391% | |
| 10/31/2023 | Zimmermann Investment Management & Planning LLC | 54,624 | $1.52M | 0.7% | -84.2% | 1.734% | |
| 10/25/2023 | Total Clarity Wealth Management Inc. | 59,676 | $1.66M | 0.8% | +6.1% | 1.865% | |
| 10/16/2023 | Palumbo Wealth Management LLC | 61,093 | $1.70M | 0.9% | +63.1% | 1.880% | |
| 10/10/2023 | DHJJ Financial Advisors Ltd. | 1,152 | $32K | 0.0% | N/A | 0.035% | |
| 8/2/2023 | Milestone Investment Advisors LLC | 77,459 | $2.23M | 0.7% | -1.8% | 2.278% | |
| 7/31/2023 | LPL Financial LLC | 44,014 | $1.27M | 0.0% | -32.4% | 1.295% | |
| 7/31/2023 | Mutual Advisors LLC | 26,660 | $767K | 0.0% | N/A | 0.784% | |
| 7/26/2023 | Palumbo Wealth Management LLC | 37,462 | $1.08M | 0.7% | -1.2% | 1.070% | |
| 7/26/2023 | Institute for Wealth Management LLC. | 42,395 | $1.22M | 0.2% | -1.2% | 1.211% | |
| 7/25/2023 | Raymond James & Associates | 30,859 | $888K | 0.0% | -7.0% | 0.882% | |
| 7/18/2023 | Cutler Group LLC CA | 1,000 | $28K | 0.0% | N/A | 0.028% | |
| 7/13/2023 | Zimmermann Investment Management & Planning LLC | 345,267 | $9.93M | 4.6% | +18.4% | 9.726% | |
| 7/11/2023 | Grassi Investment Management | 15,187 | $437K | 0.0% | -7.9% | 0.428% | |
| 5/17/2023 | Financial Enhancement Group LLC | 149,141 | $4.00M | 0.8% | -10.8% | 3.824% | |
| 5/11/2023 | Cambridge Investment Research Advisors Inc. | 86,603 | $2.38M | 0.0% | -2.9% | 2.221% | |
| 5/4/2023 | Palumbo Wealth Management LLC | 37,911 | $1.04M | 0.7% | +5.6% | 0.972% | |
| 5/4/2023 | Total Clarity Wealth Management Inc. | 51,328 | $1.41M | 0.8% | -1.5% | 1.316% | |
| 4/27/2023 | DAVENPORT & Co LLC | 7,500 | $206K | 0.0% | -21.1% | 0.190% | |
| 4/25/2023 | Zimmermann Investment Management & Planning LLC | 291,660 | $8.02M | 4.2% | +119.1% | 7.384% | |
| 4/24/2023 | Ahrens Investment Partners LLC | 188,978 | $5.20M | 2.6% | -24.6% | 4.784% | |
| 4/20/2023 | Institute for Wealth Management LLC. | 42,895 | $1.18M | 0.2% | +39.1% | 1.086% | |
| 4/14/2023 | Raymond James & Associates | 33,192 | $913K | 0.0% | N/A | 0.830% | |
| 4/11/2023 | Grassi Investment Management | 16,487 | $454K | 0.1% | -5.3% | 0.412% | |
| 3/15/2023 | Milestone Investment Advisors LLC | 75,808 | $2.03M | 0.7% | N/A | 1.895% | |
| 2/9/2023 | Financial Enhancement Group LLC | 167,202 | $4.68M | 0.9% | N/A | 4.180% | |
| 2/9/2023 | Ahrens Investment Partners LLC | 250,556 | $6.70M | 3.0% | -1.7% | 6.264% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 89,169 | $2.38M | 0.0% | N/A | 2.229% | |
| 2/7/2023 | LPL Financial LLC | 48,156 | $1.29M | 0.0% | +53.7% | 1.204% | |
| 2/3/2023 | Total Clarity Wealth Management Inc. | 52,134 | $1.39M | 0.7% | N/A | 1.303% | |
| 2/2/2023 | Institute for Wealth Management LLC. | 30,832 | $824K | 0.2% | N/A | 0.771% | |
| 1/20/2023 | Zimmermann Investment Management & Planning LLC | 133,142 | $3.56M | 2.1% | +477.6% | 3.414% | |
| 11/14/2022 | Palumbo Wealth Management LLC | 23,483 | $577K | 0.5% | +11.8% | 0.712% | |
| 11/8/2022 | Ahrens Investment Partners LLC | 254,890 | $6.26M | 3.3% | +103.9% | 7.724% | |
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| 11/3/2022 | Mutual Advisors LLC | 22,634 | $556K | 0.0% | N/A | 0.686% | |
| 11/1/2022 | Zimmermann Investment Management & Planning LLC | 23,051 | $566K | 0.4% | N/A | 0.688% | |
| 10/12/2022 | Grassi Investment Management | 17,387 | $427K | 0.1% | -40.5% | 0.535% | |
| 10/11/2022 | DAVENPORT & Co LLC | 9,500 | $233K | 0.0% | N/A | 0.292% | |
| 8/12/2022 | Palumbo Wealth Management LLC | 21,007 | $527K | 0.4% | +85.2% | 0.656% | |
| 8/8/2022 | Oppenheimer & Co. Inc. | 9,487 | $238K | 0.0% | -12.1% | 0.296% | |
| 8/2/2022 | Ahrens Investment Partners LLC | 125,029 | $3.14M | 1.4% | +2,848.8% | 3.907% | |
| 7/29/2022 | Total Clarity Wealth Management Inc. | 4,237 | $106K | 0.1% | N/A | 0.132% | |
| 7/12/2022 | Grassi Investment Management | 29,212 | $733K | 0.1% | -9.6% | 0.913% | |
| 5/12/2022 | Oppenheimer & Co. Inc. | 10,793 | $324K | 0.0% | +19.5% | 0.300% | |
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