| 2/18/2025 | 49 Wealth Management LLC | 284,284 | $14.17M | 2.0% | +96.1% | 0.293% | |
| 2/17/2025 | Ameriprise Financial Inc. | 15,265 | $761K | 0.0% | -59.7% | 0.016% | |
| 2/14/2025 | Betterment LLC | 25,066 | $1.25M | 0.0% | +16.8% | 0.026% | |
| 2/13/2025 | Strategic Investment Solutions Inc. IL | 21,280 | $1.06M | 0.3% | -2.2% | 0.022% | |
| 2/13/2025 | Jaffetilchin Investment Partners LLC | 63,610 | $3.17M | 0.2% | +217.3% | 0.066% | |
| 2/10/2025 | Parallel Advisors LLC | 21,829 | $1.09M | 0.0% | N/A | 0.023% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 1,076 | $54K | 0.0% | -26.9% | 0.001% | |
| 2/10/2025 | Farther Finance Advisors LLC | 46,867 | $2.34M | 0.1% | -6.4% | 0.048% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 3,532 | $176K | 0.0% | +15.3% | 0.004% | |
| 2/5/2025 | Private Trust Co. NA | 7,141 | $356K | 0.0% | -17.2% | 0.007% | |
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| 2/4/2025 | Transcendent Capital Group LLC | 66,395 | $3.31M | 1.7% | +347.5% | 0.068% | |
| 2/3/2025 | Longview Financial Advisors Inc. | 144,229 | $7.19M | 5.7% | -38.9% | 0.149% | |
| 1/29/2025 | Leavell Investment Management Inc. | 8,418 | $420K | 0.0% | -2.7% | 0.009% | |
| 1/28/2025 | Moloney Securities Asset Management LLC | 301,835 | $15.05M | 2.0% | +12.5% | 0.312% | |
| 1/23/2025 | Strategic Advocates LLC | 5,170 | $258K | 0.1% | +13.6% | 0.005% | |
| 1/23/2025 | Strategic Blueprint LLC | 8,442 | $421K | 0.0% | +5.3% | 0.009% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 5,664 | $282K | 0.0% | -3.9% | 0.006% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 66,816 | $3.33M | 0.0% | +114.2% | 0.069% | |
| 1/17/2025 | GoalVest Advisory LLC | 6,191 | $309K | 0.1% | -48.8% | 0.006% | |
| 1/16/2025 | Wealthquest Corp | 308,268 | $15.37M | 1.3% | +2.7% | 0.320% | |
| 1/13/2025 | AdvisorNet Financial Inc | 57,657 | $2.88M | 0.2% | -17.1% | 0.061% | |
| 1/13/2025 | Fiduciary Alliance LLC | 13,148 | $656K | 0.1% | N/A | 0.014% | |
| 11/21/2024 | Wealthquest Corp | 300,233 | $14.97M | 1.3% | -0.6% | 0.341% | |
| 11/14/2024 | Flow Traders U.S. LLC | 19,118 | $957K | 0.0% | N/A | 0.022% | |
| 11/13/2024 | Private Trust Co. NA | 8,628 | $432K | 0.0% | -41.3% | 0.010% | |
| 11/12/2024 | 49 Wealth Management LLC | 144,936 | $7.25M | 1.2% | +17.1% | 0.165% | |
| 11/8/2024 | Hilton Capital Management LLC | 38,640 | $1.93M | 0.1% | +375.8% | 0.044% | |
| 11/6/2024 | GoalVest Advisory LLC | 12,100 | $605K | 0.2% | N/A | 0.014% | |
| 11/4/2024 | Jaffetilchin Investment Partners LLC | 20,047 | $1.00M | 0.1% | N/A | 0.023% | |
| 11/2/2024 | Transcendent Capital Group LLC | 14,837 | $742K | 0.4% | +14.8% | 0.017% | |
| 11/1/2024 | Lindbrook Capital LLC | 5,680 | $284K | 0.0% | N/A | 0.007% | |
| 11/1/2024 | Leavell Investment Management Inc. | 8,654 | $433K | 0.0% | +82.0% | 0.010% | |
| 11/1/2024 | Verity Asset Management Inc. | 4,370 | $219K | 0.1% | N/A | 0.005% | |
| 10/30/2024 | Moloney Securities Asset Management LLC | 268,417 | $13.43M | 1.8% | +14.7% | 0.307% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 31,190 | $1.56M | 0.0% | -14.1% | 0.036% | |
| 10/29/2024 | Farther Finance Advisors LLC | 50,095 | $2.51M | 0.1% | +16.8% | 0.057% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 1,472 | $74K | 0.0% | +102.5% | 0.002% | |
| 10/25/2024 | Strategic Blueprint LLC | 8,017 | $401K | 0.0% | +57.6% | 0.009% | |
| 10/23/2024 | Strategic Investment Solutions Inc. IL | 21,762 | $1.11M | 0.3% | N/A | 0.026% | |
| 10/21/2024 | Argus Investors Counsel Inc. | 6,059 | $303K | 0.2% | N/A | 0.007% | |
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| 10/19/2024 | Longview Financial Advisors Inc. | 236,232 | $11.82M | 8.7% | +0.2% | 0.277% | |
| 10/16/2024 | Longview Financial Advisors Inc. | 242,471 | $12.09M | 11.1% | +2.9% | 0.286% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 1,583 | $79K | 0.0% | +48.8% | 0.002% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 76,244 | $3.81M | 0.2% | +20.1% | 0.095% | |
| 8/3/2024 | SouthState Corp | 695 | $35K | 0.0% | N/A | 0.001% | |
| 8/1/2024 | TIAA Trust National Association | 5,327 | $266K | 0.0% | N/A | 0.007% | |
| 7/31/2024 | Farther Finance Advisors LLC | 42,897 | $2.14M | 0.1% | -0.5% | 0.054% | |
| 7/30/2024 | Moloney Securities Asset Management LLC | 234,092 | $11.71M | 1.7% | +24.7% | 0.296% | |
| 7/27/2024 | Strategic Blueprint LLC | 5,087 | $254K | 0.0% | N/A | 0.006% | |
| 7/24/2024 | Transcendent Capital Group LLC | 12,927 | $647K | 0.4% | +1,746.7% | 0.016% | |
| 7/17/2024 | AdvisorNet Financial Inc | 49,305 | $2.47M | 0.2% | N/A | 0.063% | |
| 7/10/2024 | Valeo Financial Advisors LLC | 4,600 | $230K | 0.0% | N/A | 0.006% | |
| 7/9/2024 | Kingswood Wealth Advisors LLC | 10,810 | $541K | 0.0% | +13.5% | 0.014% | |
| 6/11/2024 | EverSource Wealth Advisors LLC | 1,064 | $53K | 0.0% | N/A | 0.002% | |
| 5/28/2024 | Verity Asset Management Inc. | 4,955 | $248K | 0.1% | N/A | 0.008% | |
| 5/15/2024 | Transcendent Capital Group LLC | 700 | $35K | 0.0% | -94.4% | 0.001% | |
| 5/2/2024 | Moloney Securities Asset Management LLC | 187,665 | $9.39M | 1.4% | +4.0% | 0.288% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 74,134 | $3.71M | 0.0% | -79.5% | 0.114% | |
| 4/22/2024 | Ashton Thomas Private Wealth LLC | 63,472 | $3.18M | 0.2% | -2.8% | 0.100% | |
| 4/15/2024 | Kingswood Wealth Advisors LLC | 9,525 | $477K | 0.1% | -7.0% | 0.015% | |
| 3/1/2024 | Transcendent Capital Group LLC | 12,544 | $625K | 0.4% | N/A | 0.022% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 362,508 | $18.08M | 0.1% | -36.0% | 0.644% | |
| 1/24/2024 | Private Trust Co. NA | 3,331 | $166K | 0.0% | -77.0% | 0.006% | |
| 1/16/2024 | Kingswood Wealth Advisors LLC | 10,243 | $511K | 0.1% | +117.9% | 0.019% | |
| 1/10/2024 | Wayfinding Financial LLC | 37,375 | $1.86M | 1.3% | +2.8% | 0.068% | |
| 11/9/2023 | Formidable Asset Management LLC | 24,530 | $1.23M | 0.3% | +159.0% | 0.049% | |
| 11/8/2023 | Huntington National Bank | 1,270 | $64K | 0.0% | N/A | 0.003% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 566,420 | $28.36M | 0.1% | +70.4% | 1.136% | |
| 11/6/2023 | F M Investments LLC | 137,154 | $6.87M | 5.1% | +310.3% | 0.275% | |
| 11/2/2023 | Wayfinding Financial LLC | 36,360 | $1.82M | 1.4% | N/A | 0.073% | |
| 11/2/2023 | Your Advocates Ltd. LLP | 3,231 | $162K | 0.1% | N/A | 0.006% | |
| 10/24/2023 | Kingswood Wealth Advisors LLC | 4,700 | $235K | 0.1% | N/A | 0.010% | |
| 10/18/2023 | Private Trust Co. NA | 14,453 | $724K | 0.1% | N/A | 0.031% | |
| 10/13/2023 | Arkadios Wealth Advisors | 8,321 | $417K | 0.0% | N/A | 0.018% | |
| 9/12/2023 | Farther Finance Advisors LLC | 10,000 | $501K | 0.1% | N/A | 0.038% | |
| 7/31/2023 | Moloney Securities Asset Management LLC | 139,464 | $6.99M | 1.2% | +6.3% | 0.539% | |
| 7/31/2023 | F M Investments LLC | 33,427 | $1.68M | 1.2% | -39.5% | 0.129% | |
| 7/27/2023 | Adirondack Retirement Specialists Inc. | 243,172 | $12.18M | 9.6% | +223.1% | 0.959% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 332,324 | $16.65M | 0.1% | +488.1% | 1.330% | |
| 5/12/2023 | Moloney Securities Asset Management LLC | 131,238 | $6.57M | 1.2% | -3.7% | 1.002% | |
| 5/10/2023 | WealthPLAN Partners LLC | 3,399 | $170K | 0.0% | N/A | 0.026% | |
| 5/9/2023 | Formidable Asset Management LLC | 4,000 | $200K | 0.0% | N/A | 0.031% | |
| 5/1/2023 | F M Investments LLC | 55,290 | $2.77M | 2.8% | +42.5% | 0.422% | |
| 4/28/2023 | Janney Montgomery Scott LLC | 56,504 | $2.83M | 0.0% | N/A | 0.431% | |
| 4/7/2023 | Adirondack Retirement Specialists Inc. | 75,265 | $3.76M | 3.0% | N/A | 0.575% | |
| 1/31/2023 | F M Investments LLC | 38,802 | $1.94M | 2.3% | +53.6% | 0.862% | |
| 1/30/2023 | Moloney Securities Asset Management LLC | 136,223 | $6.79M | 1.5% | N/A | 3.027% | |
| 1/10/2023 | Gries Financial LLC | 273,440 | $13.63M | 4.5% | +812.5% | 6.510% | |
| 11/4/2022 | F M Investments LLC | 25,256 | $1.26M | 2.0% | N/A | 1.052% | |
| 10/31/2022 | Gries Financial LLC | 29,965 | $1.50M | 0.6% | N/A | 1.199% | |
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| 10/26/2022 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 1,000 | $49K | 0.0% | N/A | 0.045% | |
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