| 2/17/2025 | Citadel Advisors LLC | 16,201 | $735K | 0.0% | +11.6% | 2.492% | |
| 2/14/2025 | Jane Street Group LLC | 11,346 | $515K | 0.0% | -50.1% | 1.746% | |
| 2/13/2025 | Bank of Montreal Can | 81,144 | $3.68M | 0.0% | -4.6% | 12.484% | |
| 2/12/2025 | OLD Mission Capital LLC | 65,108 | $2.95M | 0.0% | +60.5% | 10.017% | |
| 2/12/2025 | JPMorgan Chase & Co. | 23,767 | $1.08M | 0.0% | -29.4% | 3.656% | |
| 2/12/2025 | Ariadne Wealth Management LP | 5,241 | $251K | 0.1% | N/A | 0.806% | |
| 2/10/2025 | Corient Private Wealth LLC | 17,528 | $795K | 0.0% | -13.7% | 2.697% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 81,464 | $3.70M | 0.0% | +12.1% | 12.533% | |
| 2/7/2025 | Daiwa Securities Group Inc. | 14,960 | $679K | 0.0% | N/A | 2.302% | |
| 2/5/2025 | WR Wealth Planners LLC | 2,344 | $106K | 0.0% | -56.4% | 0.361% | |
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| 1/30/2025 | Values Added Financial LLC | 10,594 | $481K | 0.3% | +8.8% | 1.630% | |
| 1/15/2025 | Merit Financial Group LLC | 22,496 | $1.02M | 0.0% | +5.8% | 3.461% | |
| 1/14/2025 | Cliftonlarsonallen Wealth Advisors LLC | 17,567 | $797K | 0.0% | +2.0% | 2.703% | |
| 12/26/2024 | JPMorgan Chase & Co. | 33,647 | $1.69M | 0.0% | -14.4% | 5.176% | |
| 11/15/2024 | Glass Jacobson Investment Advisors llc | 652 | $33K | 0.0% | -66.0% | 0.100% | |
| 11/15/2024 | Jane Street Group LLC | 22,749 | $1.15M | 0.0% | -25.5% | 3.500% | |
| 11/14/2024 | Flow Traders U.S. LLC | 7,960 | $401K | 0.0% | -91.7% | 1.225% | |
| 11/13/2024 | Bank of Montreal Can | 85,047 | $4.35M | 0.0% | +0.9% | 13.084% | |
| 11/1/2024 | Beta Wealth Group Inc. | 4,181 | $210K | 0.1% | N/A | 0.643% | |
| 10/15/2024 | Cliftonlarsonallen Wealth Advisors LLC | 17,224 | $867K | 0.0% | -13.3% | 2.650% | |
| 10/8/2024 | Mather Group LLC. | 969 | $49K | 0.0% | -18.2% | 0.149% | |
| 8/14/2024 | Bank of Montreal Can | 84,319 | $3.88M | 0.0% | -11.6% | 11.243% | |
| 8/12/2024 | Glass Jacobson Investment Advisors llc | 1,919 | $87K | 0.0% | -19.8% | 0.256% | |
| 8/5/2024 | Addison Advisors LLC | 1,380 | $62K | 0.0% | +21.1% | 0.184% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 70,531 | $3.18M | 0.0% | +9.9% | 9.404% | |
| 7/12/2024 | Cliftonlarsonallen Wealth Advisors LLC | 19,864 | $896K | 0.0% | +16.0% | 2.649% | |
| 5/15/2024 | Flow Traders U.S. LLC | 71,893 | $3.15M | 0.2% | +35.2% | 9.586% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 17,119 | $750K | 0.0% | +4.2% | 2.283% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 64,196 | $2.81M | 0.0% | +17.2% | 8.559% | |
| 4/25/2024 | Values Added Financial LLC | 9,610 | $421K | 0.3% | +37.8% | 1.281% | |
| 4/9/2024 | Mather Group LLC. | 1,199 | $53K | 0.0% | N/A | 0.160% | |
| 2/9/2024 | Corient Private Wealth LLC | 20,217 | $889K | 0.0% | +1.4% | 2.696% | |
| 2/2/2024 | Addison Advisors LLC | 3,715 | $163K | 0.1% | -12.5% | 0.495% | |
| 1/22/2024 | Glass Jacobson Investment Advisors llc | 2,955 | $130K | 0.1% | -67.1% | 0.394% | |
| 1/18/2024 | Values Added Financial LLC | 6,976 | $307K | 0.3% | -29.9% | 0.930% | |
| 1/16/2024 | Wealthsource Partners LLC | 9,503 | $418K | 0.0% | -71.5% | 1.267% | |
| 11/16/2023 | High Falls Advisors Inc | 8,197 | $351K | 0.1% | +45.8% | 0.745% | |
| 11/14/2023 | W Advisors LLC | 4,788 | $205K | 0.2% | -23.9% | 0.435% | |
| 11/13/2023 | CI Investments Inc. | 5,340 | $228K | 0.0% | +13.3% | 0.485% | |
| 11/13/2023 | Wealthsource Partners LLC | 33,305 | $1.43M | 0.1% | +21.4% | 3.028% | |
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| 11/9/2023 | Wealth Alliance | 12,294 | $526K | 0.1% | -15.5% | 1.118% | |
| 11/7/2023 | Merit Financial Group LLC | 20,678 | $885K | 0.0% | +4.7% | 1.880% | |
| 11/7/2023 | Goodwin Investment Advisory | 846 | $36K | 0.0% | -33.8% | 0.077% | |
| 11/7/2023 | Glass Jacobson Investment Advisors llc | 8,985 | $384K | 0.2% | -14.9% | 0.817% | |
| 10/24/2023 | Tcwp LLC | 5,124 | $219K | 0.2% | -34.8% | 0.466% | |
| 10/24/2023 | Stratos Wealth Advisors LLC | 4,725 | $202K | 0.0% | -20.0% | 0.430% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 43,727 | $1.87M | 0.0% | +16.0% | 3.975% | |
| 10/20/2023 | My Legacy Advisors LLC | 6,353 | $266K | 0.1% | -26.1% | 0.578% | |
| 10/16/2023 | ONE Advisory Partners LLC | 9,125 | $390K | 0.2% | N/A | 0.830% | |
| 10/13/2023 | Cliftonlarsonallen Wealth Advisors LLC | 14,929 | $639K | 0.0% | -4.8% | 1.357% | |
| 10/12/2023 | Mayflower Financial Advisors LLC | 7,495 | $321K | 0.0% | N/A | 0.681% | |
| 8/14/2023 | Keebeck Wealth Management LLC | 25,494 | $1.14M | 0.2% | +43.7% | 2.125% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 37,684 | $1.69M | 0.0% | +23.0% | 3.140% | |
| 8/9/2023 | Flow Traders U.S. LLC | 44,188 | $1.98M | 0.1% | N/A | 3.682% | |
| 8/4/2023 | W Advisors LLC | 6,295 | $282K | 0.2% | N/A | 0.525% | |
| 8/3/2023 | Addison Advisors LLC | 4,170 | $187K | 0.1% | +14.4% | 0.348% | |
| 8/2/2023 | Wealth Alliance | 14,556 | $652K | 0.1% | +97.7% | 1.213% | |
| 8/2/2023 | Bank of Montreal Can | 144,279 | $6.69M | 0.0% | N/A | 12.023% | |
| 8/1/2023 | Merit Financial Group LLC | 19,750 | $884K | 0.0% | +28.1% | 1.646% | |
| 7/26/2023 | Glass Jacobson Investment Advisors llc | 10,558 | $473K | 0.2% | N/A | 0.880% | |
| 7/24/2023 | Values Added Financial LLC | 8,932 | $400K | 0.4% | N/A | 0.744% | |
| 7/20/2023 | BLB&B Advisors LLC | 6,352 | $284K | 0.0% | N/A | 0.529% | |
| 7/18/2023 | Stratos Wealth Advisors LLC | 5,908 | $264K | 0.0% | N/A | 0.492% | |
| 7/14/2023 | My Legacy Advisors LLC | 8,602 | $400K | 0.2% | +29.5% | 0.717% | |
| 7/13/2023 | Aprio Wealth Management LLC | 16,150 | $723K | 0.2% | +7.7% | 1.346% | |
| 5/11/2023 | Envestnet Asset Management Inc. | 11,719 | $534K | 0.0% | -77.7% | 1.116% | |
| 5/11/2023 | Wealth Alliance | 7,364 | $335K | 0.1% | +49.9% | 0.701% | |
| 5/9/2023 | Addison Advisors LLC | 3,645 | $166K | 0.1% | +19.3% | 0.347% | |
| 5/8/2023 | MGO One Seven LLC | 7,860 | $358K | 0.0% | N/A | 0.749% | |
| 5/3/2023 | Integrated Wealth Concepts LLC | 8,467 | $386K | 0.0% | +14.3% | 0.806% | |
| 4/24/2023 | Merit Financial Group LLC | 15,416 | $702K | 0.0% | +8.3% | 1.468% | |
| 4/14/2023 | Aprio Wealth Management LLC | 14,991 | $683K | 0.2% | +91.5% | 1.499% | |
| 4/13/2023 | Cliftonlarsonallen Wealth Advisors LLC | 15,570 | $709K | 0.0% | +10.4% | 1.557% | |
| 4/11/2023 | My Legacy Advisors LLC | 6,643 | $302K | 0.1% | +29.9% | 0.664% | |
| 3/6/2023 | OLD Mission Capital LLC | 20,744 | $884K | 0.0% | -86.3% | 1.804% | |
| 2/13/2023 | Integrated Wealth Concepts LLC | 7,410 | $316K | 0.0% | -28.7% | 0.644% | |
| 2/13/2023 | Wealth Alliance | 4,911 | $209K | 0.0% | -78.4% | 0.427% | |
| 2/13/2023 | Tcwp LLC | 6,925 | $295K | 0.1% | +37.9% | 0.602% | |
| 2/10/2023 | Wealthsource Partners LLC | 25,990 | $1.11M | 0.1% | -29.7% | 2.260% | |
| 2/10/2023 | CI Investments Inc. | 4,640 | $198K | 0.0% | -12.3% | 0.403% | |
| 2/9/2023 | EverSource Wealth Advisors LLC | 1,467 | $63K | 0.0% | -26.3% | 0.128% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 22,613 | $964K | 0.0% | +223.1% | 1.966% | |
| 2/7/2023 | My Legacy Advisors LLC | 5,113 | $240K | 0.1% | -19.8% | 0.445% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 52,459 | $2.24M | 0.0% | +561.8% | 4.562% | |
| 2/7/2023 | W Advisors LLC | 6,124 | $261K | 0.2% | -6.5% | 0.533% | |
| 2/6/2023 | Glass Jacobson Investment Advisors llc | 11,214 | $478K | 0.2% | N/A | 0.975% | |
| 2/1/2023 | Bank of Montreal Can | 123,075 | $5.46M | 0.0% | +67.1% | 10.702% | |
| 1/24/2023 | National Bank of Canada FI | 1,160 | $50K | 0.0% | -21.1% | 0.101% | |
| 1/24/2023 | Park Avenue Securities LLC | 5,708 | $243K | 0.0% | N/A | 0.496% | |
| 1/19/2023 | Cliftonlarsonallen Wealth Advisors LLC | 14,102 | $601K | 0.0% | -5.7% | 1.226% | |
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| 1/13/2023 | Merit Financial Group LLC | 14,238 | $607K | 0.0% | +16.3% | 1.238% | |
| 1/11/2023 | Aprio Wealth Management LLC | 7,829 | $334K | 0.1% | N/A | 0.681% | |
| 11/16/2022 | Wealthsource Partners LLC | 36,948 | $1.51M | 0.1% | -12.7% | 2.842% | |
| 11/15/2022 | Keebeck Wealth Management LLC | 18,024 | $734K | 0.1% | -22.6% | 1.386% | |
| 11/15/2022 | CI Investments Inc. | 5,290 | $216K | 0.0% | +30.1% | 0.407% | |
| 11/14/2022 | One Wealth Advisors LLC | 57,269 | $2.33M | 0.8% | +159.9% | 4.405% | |
| 11/14/2022 | OLD Mission Capital LLC | 151,142 | $6.16M | 0.2% | +32.8% | 11.626% | |
| 11/10/2022 | Bank of Montreal Can | 73,675 | $3.41M | 0.0% | +29.1% | 5.667% | |
| 11/7/2022 | EverSource Wealth Advisors LLC | 1,991 | $81K | 0.0% | +188.6% | 0.153% | |
| 10/31/2022 | Merit Financial Group LLC | 12,245 | $499K | 0.0% | +4.8% | 0.942% | |
