| 2/17/2025 | Cetera Investment Advisers | 27,026 | $409K | 0.0% | +17.0% | 0.058% | |
| 2/17/2025 | Bank of America Corp DE | 462,289 | $7.00M | 0.0% | -1.8% | 0.988% | |
| 2/17/2025 | Ameriprise Financial Inc. | 105,116 | $1.59M | 0.0% | -2.0% | 0.225% | |
| 2/14/2025 | Stifel Financial Corp | 31,182 | $472K | 0.0% | -4.8% | 0.067% | |
| 2/13/2025 | Guggenheim Capital LLC | 527,231 | $7.99M | 0.1% | +12.6% | 1.126% | |
| 2/13/2025 | Broyhill Asset Management | 52,807 | $800K | 0.7% | N/A | 0.113% | |
| 2/13/2025 | Summit Financial Wealth Advisors LLC | 21,212 | $316K | 0.1% | N/A | 0.045% | |
| 2/13/2025 | Raymond James Financial Inc. | 300,100 | $4.55M | 0.0% | N/A | 0.641% | |
| 2/13/2025 | Wells Fargo & Company MN | 515,007 | $7.80M | 0.0% | -1.2% | 1.100% | |
| 2/11/2025 | Hirtle Callaghan & Co LLC | 63,260 | $958K | 0.0% | N/A | 0.135% | |
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| 2/11/2025 | LPL Financial LLC | 105,741 | $1.60M | 0.0% | +23.6% | 0.226% | |
| 2/10/2025 | Advisors Asset Management Inc. | 207,963 | $3.15M | 0.1% | -17.5% | 0.444% | |
| 2/10/2025 | Flagship Wealth Advisors LLC | 3,125 | $47K | 0.0% | N/A | 0.007% | |
| 2/10/2025 | Harbour Investments Inc. | 7,959 | $121K | 0.0% | -21.6% | 0.017% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 161,594 | $2.45M | 0.0% | +22.0% | 0.345% | |
| 2/6/2025 | Raymond James Financial Inc. | 300,100 | $4.55M | 0.0% | N/A | 0.641% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 5,401 | $82K | 0.0% | -25.0% | 0.012% | |
| 2/6/2025 | Jones Financial Companies Lllp | 137,388 | $2.08M | 0.0% | +47.0% | 0.294% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 26,351 | $399K | 0.0% | +103.2% | 0.056% | |
| 2/3/2025 | WealthBridge Capital Management LLC | 20,037 | $304K | 0.1% | -3.3% | 0.043% | |
| 1/31/2025 | Global Retirement Partners LLC | 1,815 | $27K | 0.0% | N/A | 0.004% | |
| 1/31/2025 | Truist Financial Corp | 60,684 | $919K | 0.0% | +2.2% | 0.130% | |
| 1/29/2025 | Van ECK Associates Corp | 207,378 | $3.14M | 0.0% | +2.4% | 0.443% | |
| 1/28/2025 | Stephens Inc. AR | 494,574 | $7.49M | 0.1% | -0.2% | 1.057% | |
| 1/28/2025 | Visionary Horizons LLC | 16,570 | $251K | 0.2% | +21.2% | 0.035% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 48,207 | $730K | 0.0% | +13.2% | 0.103% | |
| 1/21/2025 | Lantz Financial LLC | 12,040 | $182K | 0.0% | -28.6% | 0.026% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 35,529 | $538K | 0.0% | +5.6% | 0.076% | |
| 1/17/2025 | Melfa Wealth Management Inc. | 90,037 | $1.36M | 0.9% | -9.9% | 0.192% | |
| 1/15/2025 | Capital Advisors Wealth Management LLC | 26,756 | $405K | 0.1% | +31.4% | 0.057% | |
| 1/15/2025 | Hennion & Walsh Asset Management Inc. | 956,400 | $14.49M | 0.7% | +45.3% | 2.043% | |
| 1/14/2025 | Breakwater Capital Group | 44,563 | $675K | 0.1% | +5.2% | 0.095% | |
| 1/13/2025 | AdvisorNet Financial Inc | 56,960 | $863K | 0.1% | +8.2% | 0.122% | |
| 12/13/2024 | B. Riley Wealth Advisors Inc. | 36,543 | $554K | 0.0% | +70.0% | 0.078% | |
| 11/15/2024 | Stifel Financial Corp | 32,753 | $495K | 0.0% | -16.2% | 0.070% | |
| 11/14/2024 | Icon Wealth Advisors LLC | 9,503 | $144K | 0.0% | N/A | 0.020% | |
| 11/13/2024 | D.A. Davidson & CO. | 28,096 | $425K | 0.0% | -11.2% | 0.060% | |
| 11/12/2024 | Icon Wealth Advisors LLC | 2,136 | $32K | 0.0% | N/A | 0.005% | |
| 11/8/2024 | King Luther Capital Management Corp | 13,486 | $204K | 0.0% | -12.9% | 0.029% | |
| 11/8/2024 | Advisors Asset Management Inc. | 252,086 | $3.81M | 0.1% | -22.2% | 0.539% | |
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| 10/31/2024 | Blake Schutter Theil Wealth Advisors LLC | 29,070 | $439K | 0.3% | N/A | 0.062% | |
| 10/29/2024 | Van ECK Associates Corp | 202,563 | $3.03M | 0.0% | -0.4% | 0.433% | |
| 10/29/2024 | Realta Investment Advisors | 12,250 | $184K | 0.1% | -38.8% | 0.026% | |
| 10/23/2024 | Hennion & Walsh Asset Management Inc. | 658,181 | $9.95M | 0.5% | +27.9% | 1.406% | |
| 10/22/2024 | International Assets Investment Management LLC | 81,258 | $1.23M | 0.0% | +1,422.3% | 0.174% | |
| 10/7/2024 | WealthBridge Capital Management LLC | 20,726 | $313K | 0.1% | -3.6% | 0.044% | |
| 9/5/2024 | Sanctuary Advisors LLC | 11,482 | $161K | 0.0% | N/A | 0.025% | |
| 8/21/2024 | Truist Financial Corp | 58,584 | $849K | 0.0% | +4.9% | 0.125% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 21,497 | $313K | 0.0% | +101.4% | 0.046% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,858 | $27K | 0.0% | -77.0% | 0.004% | |
| 8/16/2024 | Silver Lake Advisory LLC | 43,566 | $631K | 0.1% | N/A | 0.093% | |
| 8/2/2024 | Wolverine Asset Management LLC | 5,305 | $77K | 0.0% | +19.0% | 0.011% | |
| 7/31/2024 | Essex Financial Services Inc. | 29,000 | $422K | 0.0% | +132.0% | 0.062% | |
| 7/31/2024 | Van ECK Associates Corp | 203,394 | $2.95M | 0.0% | -3.2% | 0.435% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 134,132 | $1.94M | 0.0% | -2.0% | 0.287% | |
| 7/31/2024 | Concurrent Investment Advisors LLC | 12,969 | $188K | 0.0% | N/A | 0.028% | |
| 7/31/2024 | Rothschild Investment LLC | 8,718 | $126K | 0.0% | N/A | 0.019% | |
| 7/30/2024 | International Assets Investment Management LLC | 5,338 | $77K | 0.0% | N/A | 0.011% | |
| 7/29/2024 | Nations Financial Group Inc. IA ADV | 14,340 | $208K | 0.0% | +5.1% | 0.031% | |
| 7/26/2024 | Breakwater Capital Group | 38,722 | $561K | 0.1% | +147.7% | 0.083% | |
| 7/26/2024 | Bank of New York Mellon Corp | 17,209 | $249K | 0.0% | N/A | 0.037% | |
| 7/25/2024 | Access Financial Services Inc. | 107,771 | $1.56M | 0.7% | -0.9% | 0.230% | |
| 7/20/2024 | Hennion & Walsh Asset Management Inc. | 514,734 | $7.46M | 0.4% | -5.7% | 1.100% | |
| 7/19/2024 | Raymond James & Associates | 142,072 | $2.06M | 0.0% | -2.3% | 0.303% | |
| 7/18/2024 | Silver Lake Advisory LLC | 43,566 | $631K | 0.1% | N/A | 0.093% | |
| 7/17/2024 | Midwest Heritage Bank FSB | 11,010 | $160K | 0.1% | -31.6% | 0.024% | |
| 7/17/2024 | AdvisorNet Financial Inc | 44,605 | $646K | 0.1% | -3.2% | 0.095% | |
| 7/17/2024 | Capital Advisors Wealth Management LLC | 16,439 | $238K | 0.0% | +57.2% | 0.035% | |
| 7/9/2024 | Lynx Investment Advisory | 5,845 | $85K | 0.1% | N/A | 0.012% | |
| 5/17/2024 | Comerica Bank | 55,644 | $804K | 0.0% | -5.5% | 0.119% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 10,673 | $142K | 0.0% | -10.5% | 0.023% | |
| 5/14/2024 | Advisors Asset Management Inc. | 374,016 | $5.40M | 0.1% | -9.1% | 0.799% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 37,996 | $549K | 0.0% | +3.4% | 0.081% | |
| 4/30/2024 | Van ECK Associates Corp | 210,133 | $3.03M | 0.0% | -18.5% | 0.449% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 136,906 | $1.98M | 0.0% | +26.3% | 0.292% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 510,922 | $7.38M | 0.0% | +0.4% | 1.091% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 215,138 | $3.11M | 0.0% | +10.1% | 0.460% | |
| 4/18/2024 | Breakwater Capital Group | 15,634 | $226K | 0.1% | +4.8% | 0.033% | |
| 4/17/2024 | Hennion & Walsh Asset Management Inc. | 545,804 | $7.88M | 0.4% | +10.2% | 1.166% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 12,688 | $183K | 0.0% | +26.9% | 0.027% | |
| 4/15/2024 | Visionary Horizons LLC | 13,675 | $191K | 0.1% | -8.5% | 0.029% | |
| 4/12/2024 | Capital Advisors Wealth Management LLC | 10,460 | $151K | 0.0% | N/A | 0.022% | |
| 4/12/2024 | AdvisorNet Financial Inc | 46,073 | $665K | 0.1% | +39.0% | 0.098% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 126,520 | $1.87M | 0.0% | -3.6% | 0.270% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 11,925 | $176K | 0.0% | +11.7% | 0.025% | |
| 2/13/2024 | Stephens Inc. AR | 476,194 | $7.04M | 0.1% | +2.7% | 1.017% | |
| 2/9/2024 | ProVise Management Group LLC | 23,840 | $352K | 0.0% | +4.4% | 0.051% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 508,834 | $7.52M | 0.0% | -0.5% | 1.087% | |
| 2/9/2024 | Wells Fargo & Company MN | 566,029 | $8.37M | 0.0% | -2.3% | 1.209% | |
| 2/9/2024 | UBS Group AG | 1,563,124 | $23.10M | 0.0% | -1.0% | 3.339% | |
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| 2/9/2024 | PNC Financial Services Group Inc. | 126,520 | $1.87M | 0.0% | -3.6% | 0.270% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 36,764 | $543K | 0.0% | +13.3% | 0.079% | |
| 2/6/2024 | Coombe Bender & Co LLC | 28,897 | $427K | 0.3% | +15.7% | 0.062% | |
| 2/5/2024 | Van ECK Associates Corp | 257,980 | $3.81M | 0.0% | +15.3% | 0.551% | |
| 1/30/2024 | Tyche Wealth Partners LLC | 10,196 | $151K | 0.0% | N/A | 0.022% | |
| 1/30/2024 | Avior Wealth Management LLC | 24,500 | $362K | 0.0% | N/A | 0.052% | |
| 1/30/2024 | Flputnam Investment Management Co. | 60,466 | $894K | 0.0% | -30.4% | 0.129% | |
| 1/25/2024 | International Assets Investment Management LLC | 77,982 | $1.15M | 0.0% | +1,392.5% | 0.167% | |
| 1/24/2024 | Stratos Wealth Partners LTD. | 23,933 | $354K | 0.0% | +8.8% | 0.051% | |
| 1/24/2024 | International Assets Investment Management LLC | 77,982 | $1.15M | 0.0% | +1,392.5% | 0.167% | |
