| 3/24/2025 | Avant Financial Advisors LLC | 290,280 | $1.63M | 1.5% | N/A | 2.538% | |
| 2/17/2025 | Gen Wealth Partners Inc | 38,740 | $217K | 0.1% | +5.1% | 0.339% | |
| 2/17/2025 | Citadel Advisors LLC | 13,949 | $78K | 0.0% | -36.5% | 0.122% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 300,664 | $1.68M | 0.1% | N/A | 2.628% | |
| 2/13/2025 | NewEdge Advisors LLC | 28,074 | $157K | 0.0% | +28.4% | 0.245% | |
| 2/13/2025 | Melia Wealth LLC | 351,140 | $1.97M | 1.0% | +3.0% | 3.069% | |
| 2/13/2025 | Advisory Services Network LLC | 17,375 | $97K | 0.0% | N/A | 0.152% | |
| 2/13/2025 | Renaissance Technologies LLC | 153,200 | $858K | 0.0% | -16.8% | 1.339% | |
| 2/11/2025 | LPL Financial LLC | 30,191 | $169K | 0.0% | N/A | 0.264% | |
| 2/3/2025 | Hardy Reed LLC | 370,499 | $2.08M | 0.2% | +7.8% | 3.239% | |
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| 1/31/2025 | Atria Wealth Solutions Inc. | 27,885 | $159K | 0.0% | +13.5% | 0.244% | |
| 1/29/2025 | Fortress Financial Solutions LLC | 122,267 | $685K | 1.0% | N/A | 1.069% | |
| 1/28/2025 | Capital Management Associates Inc | 32,909 | $184K | 0.1% | N/A | 0.288% | |
| 1/28/2025 | Beese Fulmer Investment Management Inc. | 142,597 | $799K | 0.1% | +9.7% | 1.246% | |
| 1/21/2025 | OLIO Financial Planning | 20,903 | $117K | 0.0% | N/A | 0.183% | |
| 1/16/2025 | Abacus Wealth Partners LLC | 42,775 | $240K | 0.0% | -10.6% | 0.374% | |
| 1/8/2025 | International Assets Investment Management LLC | 27,421 | $153K | 0.0% | -81.3% | 0.240% | |
| 11/18/2024 | Soltis Investment Advisors LLC | 2,649,589 | $14.76M | 1.4% | N/A | 23.163% | |
| 11/16/2024 | Geode Capital Management LLC | 113,918 | $635K | 0.0% | +2.7% | 0.996% | |
| 11/13/2024 | Hardy Reed LLC | 343,766 | $1.92M | 0.2% | -21.1% | 3.005% | |
| 11/12/2024 | Waddell & Associates LLC | 64,200 | $358K | 0.0% | -16.8% | 0.561% | |
| 11/8/2024 | Bellwether Advisors LLC | 105,585 | $588K | 0.1% | -21.8% | 0.923% | |
| 11/6/2024 | Frazier Financial Advisors LLC | 5,718 | $32K | 0.0% | -66.3% | 0.050% | |
| 11/6/2024 | Bard Associates Inc. | 364,817 | $2.03M | 0.7% | -1.0% | 3.189% | |
| 10/23/2024 | Beese Fulmer Investment Management Inc. | 129,981 | $724K | 0.1% | +53.4% | 1.136% | |
| 10/22/2024 | International Assets Investment Management LLC | 146,682 | $817K | 0.0% | +441.5% | 1.282% | |
| 10/3/2024 | Abacus Wealth Partners LLC | 47,852 | $267K | 0.0% | -8.2% | 0.418% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 23,250 | $120K | 0.0% | +35.7% | 0.203% | |
| 8/9/2024 | Renaissance Technologies LLC | 187,428 | $963K | 0.0% | +13.3% | 1.638% | |
| 8/6/2024 | Waddell & Associates LLC | 77,118 | $396K | 0.1% | +3.9% | 0.674% | |
| 8/1/2024 | Bellwether Advisors LLC | 135,074 | $694K | 0.1% | -16.3% | 1.181% | |
| 7/27/2024 | Riversedge Advisors LLC | 13,231 | $68K | 0.0% | N/A | 0.116% | |
| 7/11/2024 | Abacus Wealth Partners LLC | 52,125 | $268K | 0.0% | -7.3% | 0.456% | |
| 7/3/2024 | Beese Fulmer Investment Management Inc. | 84,759 | $436K | 0.0% | N/A | 0.741% | |
| 5/20/2024 | Virtu Financial LLC | 13,719 | $69K | 0.0% | N/A | 0.120% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 17,133 | $82K | 0.0% | +67.8% | 0.150% | |
| 5/10/2024 | Acadian Asset Management LLC | 9,902 | $49K | 0.0% | -34.6% | 0.087% | |
| 5/10/2024 | Pinnacle Wealth Planning Services Inc. | 141,494 | $716K | 0.1% | +24.7% | 1.237% | |
| 5/2/2024 | Hardy Reed LLC | 302,507 | $1.53M | 0.2% | -9.8% | 2.644% | |
| 5/2/2024 | PDS Planning Inc | 98,529 | $499K | 0.1% | N/A | 0.861% | |
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| 4/30/2024 | North Star Investment Management Corp. | 46,261 | $234K | 0.0% | N/A | 0.404% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 45,347 | $229K | 0.0% | -16.4% | 0.396% | |
| 4/10/2024 | Abacus Wealth Partners LLC | 56,216 | $284K | 0.0% | +288.7% | 0.491% | |
| 4/10/2024 | Melia Wealth LLC | 62,161 | $315K | 0.2% | N/A | 0.543% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 10,210 | $52K | 0.0% | -40.4% | 0.089% | |
| 2/13/2024 | Bard Associates Inc. | 376,999 | $1.92M | 0.7% | -0.9% | 3.293% | |
| 2/9/2024 | Frazier Financial Advisors LLC | 41,357 | $206K | 0.2% | N/A | 0.361% | |
| 2/8/2024 | Pinnacle Wealth Planning Services Inc. | 113,446 | $564K | 0.1% | +122.2% | 0.991% | |
| 2/7/2024 | Abacus Wealth Partners LLC | 14,464 | $72K | 0.0% | -18.3% | 0.126% | |
| 2/6/2024 | Wealthcare Advisory Partners LLC | 54,249 | $270K | 0.0% | N/A | 0.474% | |
| 2/6/2024 | Fi3 FINANCIAL ADVISORS LLC | 21,625 | $107K | 0.1% | -16.2% | 0.189% | |
| 2/6/2024 | National Bank of Canada FI | 5,900 | $28K | 0.0% | +195.0% | 0.052% | |
| 2/5/2024 | Certuity LLC | 10,913 | $54K | 0.0% | N/A | 0.095% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 106,552 | $537K | 0.0% | -4.2% | 0.931% | |
| 1/24/2024 | International Assets Investment Management LLC | 126,196 | $627K | 0.0% | +447.4% | 1.102% | |
| 1/12/2024 | Bellwether Advisors LLC | 178,180 | $886K | 0.2% | +10.5% | 1.556% | |
| 12/1/2023 | B. Riley Wealth Advisors Inc. | 17,133 | $82K | 0.0% | -31.8% | 0.150% | |
| 11/14/2023 | Perritt Capital Management Inc. | 29,462 | $141K | 0.1% | +506.7% | 0.257% | |
| 11/13/2023 | Abacus Wealth Partners LLC | 17,709 | $85K | 0.0% | -15.3% | 0.155% | |
| 11/9/2023 | Fi3 FINANCIAL ADVISORS LLC | 25,811 | $124K | 0.1% | -13.8% | 0.225% | |
| 11/9/2023 | Hardy Reed LLC | 332,296 | $1.60M | 0.3% | +871.6% | 2.902% | |
| 11/8/2023 | Soltis Investment Advisors LLC | 81,100 | $389K | 0.1% | N/A | 0.708% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 111,183 | $534K | 0.0% | +11.7% | 0.971% | |
| 11/8/2023 | Pinnacle Wealth Planning Services Inc. | 51,061 | $245K | 0.0% | +23.0% | 0.446% | |
| 11/7/2023 | Waddell & Associates LLC | 102,772 | $493K | 0.1% | +16.9% | 0.898% | |
| 10/30/2023 | Bellwether Advisors LLC | 161,224 | $774K | 0.2% | +24.0% | 1.408% | |
| 10/11/2023 | Independent Wealth Network Inc. | 10,900 | $52K | 0.0% | N/A | 0.095% | |
| 10/4/2023 | International Assets Investment Management LLC | 23,053 | $105K | 0.0% | +17.6% | 0.201% | |
| 8/8/2023 | Fi3 FINANCIAL ADVISORS LLC | 29,952 | $151K | 0.1% | -12.0% | 0.261% | |
| 8/7/2023 | Acadian Asset Management LLC | 15,138 | $75K | 0.0% | -25.0% | 0.132% | |
| 8/7/2023 | Pinnacle Wealth Planning Services Inc. | 41,508 | $42K | 0.0% | -51.5% | 0.362% | |
| 8/4/2023 | Bellwether Advisors LLC | 130,040 | $130K | 0.0% | -10.5% | 1.135% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 99,503 | $502K | 0.0% | +58.3% | 0.868% | |
| 8/3/2023 | Shufro Rose & Co. LLC | 218,985 | $1.11M | 0.1% | +1.6% | 1.911% | |
| 7/17/2023 | Clear Creek Financial Management LLC | 26,729 | $27K | 0.0% | +14.0% | 0.233% | |
| 6/7/2023 | Atomi Financial Group Inc. | 46,700 | $242K | 0.1% | N/A | 0.406% | |
| 5/5/2023 | Bellwether Advisors LLC | 145,242 | $145K | 0.0% | +17.4% | 1.264% | |
| 5/4/2023 | Hardy Reed LLC | 37,425 | $37K | 0.0% | -7.9% | 0.326% | |
| 5/4/2023 | Fi3 FINANCIAL ADVISORS LLC | 34,049 | $176K | 0.1% | -10.6% | 0.296% | |
| 5/3/2023 | Pinnacle Wealth Planning Services Inc. | 85,592 | $86K | 0.0% | -7.1% | 0.745% | |
| 4/25/2023 | Ridgewood Investments LLC | 5,010 | $26K | 0.0% | N/A | 0.044% | |
| 4/24/2023 | Tobias Financial Advisors Inc. | 45,139 | $234K | 0.1% | -4.8% | 0.393% | |
| 4/20/2023 | Shufro Rose & Co. LLC | 215,485 | $1.12M | 0.1% | +8.9% | 1.875% | |
| 3/15/2023 | B. Riley Wealth Advisors Inc. | 24,991 | $136K | 0.0% | -19.2% | 0.218% | |
| 2/14/2023 | Tobias Financial Advisors Inc. | 47,434 | $253K | 0.1% | -4.5% | 0.413% | |
| 2/13/2023 | Pinnacle Wealth Planning Services Inc. | 92,165 | $92K | 0.0% | -15.6% | 0.802% | |
| 2/13/2023 | Bellwether Advisors LLC | 123,665 | $124K | 0.0% | +57.4% | 1.076% | |
| 2/13/2023 | Atria Wealth Solutions Inc. | 62,840 | $343K | 0.0% | +224.0% | 0.547% | |
| 2/10/2023 | Bard Associates Inc. | 385,622 | $2.10M | 0.9% | -1.0% | 3.356% | |
| 2/10/2023 | Waddell & Associates LLC | 126,429 | $126K | 0.0% | N/A | 1.100% | |
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| 2/6/2023 | Fi3 FINANCIAL ADVISORS LLC | 38,102 | $203K | 0.1% | -9.5% | 0.332% | |
| 2/1/2023 | Bank of Montreal Can | 21,420 | $157K | 0.0% | N/A | 0.186% | |
| 1/30/2023 | International Assets Investment Management LLC | 18,628 | $99K | 0.0% | +23.0% | 0.162% | |
| 1/25/2023 | Shufro Rose & Co. LLC | 197,810 | $1.05M | 0.1% | +2.1% | 1.722% | |
| 1/24/2023 | Clear Creek Financial Management LLC | 45,242 | $51K | 0.0% | +132.8% | 0.394% | |
| 11/15/2022 | Tobias Financial Advisors Inc. | 49,682 | $280K | 0.1% | N/A | 0.432% | |
| 11/14/2022 | Bellwether Advisors LLC | 78,543 | $78K | 0.0% | -37.1% | 0.683% | |
| 11/9/2022 | Pinnacle Wealth Planning Services Inc. | 109,185 | $109K | 0.0% | +225.7% | 0.950% | |
| 11/1/2022 | Blooom Inc. | 91,175 | $96K | 0.2% | +22.3% | 0.794% | |
| 10/31/2022 | Hardy Reed LLC | 43,772 | $44K | 0.0% | -6.7% | 0.381% | |
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