| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 4,316 | $290K | 0.0% | N/A | 0.026% | |
| 2/28/2025 | BridgePort Financial Solutions LLC | 15,985 | $1.06M | 0.5% | N/A | 0.097% | |
| 2/21/2025 | WNY Asset Management LLC | 3,472 | $233K | 0.0% | -14.6% | 0.021% | |
| 2/18/2025 | Novem Group | 129,246 | $8.67M | 1.3% | N/A | 0.780% | |
| 2/17/2025 | Vienna Asset Management LLC | 38,960 | $2.62M | 1.8% | N/A | 0.235% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 5,253 | $353K | 0.0% | N/A | 0.032% | |
| 2/17/2025 | Cetera Investment Advisers | 201,430 | $13.52M | 0.0% | +53.0% | 1.216% | |
| 2/17/2025 | Citadel Advisors LLC | 28,315 | $1.90M | 0.0% | +215.2% | 0.171% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 50,804 | $3.41M | 0.1% | N/A | 0.307% | |
| 2/14/2025 | Jane Street Group LLC | 30,496 | $2.05M | 0.0% | -3.5% | 0.184% | |
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| 2/14/2025 | Comerica Bank | 1,833 | $123K | 0.0% | N/A | 0.011% | |
| 2/14/2025 | Stifel Financial Corp | 35,432 | $2.38M | 0.0% | N/A | 0.214% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 8,890 | $597K | 0.0% | +48.4% | 0.054% | |
| 2/14/2025 | MML Investors Services LLC | 341,509 | $22.92M | 0.1% | +132.3% | 2.062% | |
| 2/13/2025 | Integrity Wealth Advisors Inc. | 8,228 | $552K | 0.4% | N/A | 0.050% | |
| 2/13/2025 | Mariner LLC | 3,437 | $231K | 0.0% | N/A | 0.021% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 211,396 | $14.19M | 0.0% | +45.1% | 1.277% | |
| 2/12/2025 | Thoroughbred Financial Services LLC | 29,728 | $2.00M | 0.1% | +34.0% | 0.180% | |
| 2/12/2025 | OLD Mission Capital LLC | 3,987 | $268K | 0.0% | -67.0% | 0.024% | |
| 2/12/2025 | Level Four Advisory Services LLC | 162,299 | $10.89M | 0.4% | +4.7% | 0.980% | |
| 2/12/2025 | Blair William & Co. IL | 500 | $34K | 0.0% | N/A | 0.003% | |
| 2/12/2025 | JPMorgan Chase & Co. | 42,075 | $2.82M | 0.0% | -20.8% | 0.254% | |
| 2/12/2025 | Tyler Stone Wealth Management | 11,328 | $760K | 0.1% | +199.7% | 0.068% | |
| 2/11/2025 | Modern Wealth Management LLC | 3,467 | $239K | 0.0% | N/A | 0.021% | |
| 2/11/2025 | LPL Financial LLC | 684,680 | $45.95M | 0.0% | +7.3% | 4.135% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 867,405 | $58.21M | 0.1% | -11.5% | 5.238% | |
| 2/10/2025 | Cozad Asset Management Inc. | 134,203 | $9.01M | 0.8% | +44.4% | 0.810% | |
| 2/10/2025 | Eldridge Investment Advisors Inc. | 26,020 | $1.75M | 0.4% | N/A | 0.157% | |
| 2/10/2025 | Harbour Investments Inc. | 6,767 | $454K | 0.0% | N/A | 0.041% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 413,463 | $27.75M | 0.0% | +18.3% | 2.497% | |
| 2/6/2025 | Raymond James Financial Inc. | 888,922 | $59.66M | 0.0% | N/A | 5.368% | |
| 2/6/2025 | SPC Financial Inc. | 114,688 | $7.70M | 0.7% | N/A | 0.693% | |
| 2/6/2025 | Jones Financial Companies Lllp | 122,227 | $8.20M | 0.0% | +134.7% | 0.738% | |
| 2/5/2025 | Private Trust Co. NA | 2,017 | $135K | 0.0% | N/A | 0.012% | |
| 2/4/2025 | Crestwood Advisors Group LLC | 20,148 | $1.35M | 0.0% | +209.2% | 0.122% | |
| 2/4/2025 | IFP Advisors Inc | 81,932 | $5.50M | 0.2% | +2.9% | 0.496% | |
| 2/4/2025 | Capital Advisors Ltd. LLC | 14,014 | $940K | 0.1% | +39.9% | 0.085% | |
| 2/4/2025 | MONECO Advisors LLC | 145,785 | $9.78M | 1.0% | +53.5% | 0.882% | |
| 2/3/2025 | Sigma Planning Corp | 17,615 | $1.18M | 0.0% | -2.9% | 0.107% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 3,024 | $203K | 0.0% | N/A | 0.018% | |
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| 2/3/2025 | Private Advisor Group LLC | 8,642 | $580K | 0.0% | +1.9% | 0.052% | |
| 2/3/2025 | Good Life Advisors LLC | 18,686 | $1.25M | 0.1% | +2.2% | 0.113% | |
| 1/31/2025 | D.A. Davidson & CO. | 31,716 | $2.13M | 0.0% | +5.5% | 0.192% | |
| 1/31/2025 | Truist Financial Corp | 65,624 | $4.40M | 0.0% | +46.8% | 0.398% | |
| 1/30/2025 | Csenge Advisory Group | 7,662 | $514K | 0.0% | N/A | 0.046% | |
| 1/30/2025 | Empire Life Investments Inc. | 122,400 | $8.21M | 0.5% | N/A | 0.742% | |
| 1/29/2025 | Castle Wealth Management LLC | 67,448 | $4.53M | 1.8% | -5.1% | 0.409% | |
| 1/29/2025 | Carnegie Lake Advisors LLC | 2,990 | $201K | 0.1% | N/A | 0.018% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 37,207 | $2.50M | 0.0% | N/A | 0.225% | |
| 1/28/2025 | Lodestar Private Asset Management LLC | 9,052 | $607K | 0.1% | N/A | 0.055% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 296,775 | $19.92M | 0.3% | N/A | 1.801% | |
| 1/24/2025 | DAVENPORT & Co LLC | 14,182 | $952K | 0.0% | +239.6% | 0.086% | |
| 1/23/2025 | Institute for Wealth Management LLC. | 3,012 | $202K | 0.0% | N/A | 0.019% | |
| 1/23/2025 | Fifth Third Securities Inc. | 89,274 | $5.99M | 0.5% | +1.1% | 0.549% | |
| 1/22/2025 | Denver Wealth Management Inc. | 4,883 | $328K | 0.1% | -7.1% | 0.030% | |
| 1/22/2025 | Investment Planning Advisors Inc. | 265,768 | $17.84M | 7.8% | +66.1% | 1.635% | |
| 1/22/2025 | Parsons Capital Management Inc. RI | 5,715 | $384K | 0.0% | +39.4% | 0.035% | |
| 1/22/2025 | Tennessee Valley Asset Management Partners | 3,026 | $203K | 0.0% | N/A | 0.019% | |
| 1/21/2025 | Cora Capital Advisors LLC | 7,830 | $525K | 0.3% | N/A | 0.048% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 156,736 | $10.52M | 0.0% | +56.3% | 0.966% | |
| 1/17/2025 | Advisory Alpha LLC | 3,738 | $251K | 0.0% | -4.8% | 0.023% | |
| 1/17/2025 | Beaumont Financial Advisors LLC | 466,974 | $31.34M | 2.4% | +31.3% | 2.877% | |
| 1/16/2025 | SFG Wealth Management LLC. | 75,748 | $5.08M | 2.7% | +5.5% | 0.467% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 21,031 | $1.41M | 0.0% | N/A | 0.130% | |
| 1/15/2025 | Capital Advisors Wealth Management LLC | 7,306 | $490K | 0.1% | +18.3% | 0.045% | |
| 12/26/2024 | JPMorgan Chase & Co. | 53,117 | $3.48M | 0.0% | +42.1% | 0.386% | |
| 11/25/2024 | World Investment Advisors LLC | 12,994 | $852K | 0.0% | +1.7% | 0.094% | |
| 11/15/2024 | MML Investors Services LLC | 147,014 | $9.63M | 0.0% | +9.6% | 1.068% | |
| 11/15/2024 | Jane Street Group LLC | 31,605 | $2.07M | 0.0% | -35.0% | 0.230% | |
| 11/13/2024 | D.A. Davidson & CO. | 30,055 | $1.97M | 0.0% | +146.1% | 0.218% | |
| 11/12/2024 | Raymond James Trust N.A. | 12,144 | $796K | 0.0% | +52.4% | 0.088% | |
| 11/7/2024 | Planning Directions Inc. | 3,083 | $202K | 0.1% | N/A | 0.022% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 979,969 | $64.22M | 0.1% | +4.1% | 7.122% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 5,989 | $392K | 0.0% | N/A | 0.044% | |
| 11/4/2024 | Tyler Stone Wealth Management | 3,780 | $248K | 0.0% | N/A | 0.028% | |
| 11/4/2024 | Sigma Planning Corp | 18,142 | $1.19M | 0.0% | N/A | 0.132% | |
| 10/31/2024 | Castle Wealth Management LLC | 71,040 | $4.66M | 1.9% | +742.6% | 0.519% | |
| 10/31/2024 | Cozad Asset Management Inc. | 92,950 | $6.09M | 0.6% | +17.7% | 0.679% | |
| 10/30/2024 | Crestwood Advisors Group LLC | 6,516 | $427K | 0.0% | N/A | 0.048% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 100,277 | $6.57M | 0.0% | +68.6% | 0.733% | |
| 10/25/2024 | MONECO Advisors LLC | 94,974 | $6.22M | 0.8% | +107.3% | 0.699% | |
| 10/24/2024 | Capital Advisors Ltd. LLC | 10,017 | $656K | 0.1% | +967.9% | 0.074% | |
| 10/22/2024 | Private Advisor Group LLC | 8,478 | $556K | 0.0% | +33.7% | 0.063% | |
| 10/21/2024 | Denver Wealth Management Inc. | 5,258 | $345K | 0.2% | +19.0% | 0.039% | |
| 10/18/2024 | Raymond James & Associates | 201,422 | $13.20M | 0.0% | +23.9% | 1.509% | |
| 10/9/2024 | Beaumont Financial Advisors LLC | 355,632 | $23.31M | 1.8% | +28.5% | 2.723% | |
| 8/22/2024 | Cetera Investment Advisers | 87,003 | $5.43M | 0.0% | +91.8% | 0.744% | |
| 8/21/2024 | Advisory Alpha LLC | 3,271 | $204K | 0.0% | N/A | 0.028% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 2,578 | $161K | 0.0% | +3,006.0% | 0.022% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 941,813 | $58.73M | 0.1% | +24.8% | 8.050% | |
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| 8/9/2024 | American Planning Services Inc. | 186,194 | $11.61M | 8.2% | -5.7% | 1.591% | |
| 8/9/2024 | Tennessee Valley Asset Management Partners | 3,224 | $201K | 0.0% | N/A | 0.028% | |
| 8/9/2024 | ICA Group Wealth Management LLC | 4,396 | $274K | 0.2% | +27.4% | 0.038% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 121,129 | $7.55M | 0.0% | -24.9% | 1.035% | |
| 8/8/2024 | Thoroughbred Financial Services LLC | 12,209 | $761K | 0.1% | +42.2% | 0.104% | |
| 8/6/2024 | Gentry Private Wealth LLC | 3,299 | $206K | 0.2% | N/A | 0.028% | |
| 8/2/2024 | Cozad Asset Management Inc. | 78,986 | $4.93M | 0.5% | +21.6% | 0.675% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 177,577 | $11.07M | 0.0% | +360.1% | 1.533% | |
| 7/30/2024 | International Assets Investment Management LLC | 418 | $26K | 0.0% | N/A | 0.004% | |
| 7/25/2024 | Raymond James Trust N.A. | 7,970 | $497K | 0.0% | +85.9% | 0.069% | |
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