| 11/15/2024 | Jane Street Group LLC | 45,997 | $2.29M | 0.0% | -72.2% | 0.968% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 8,536 | $426K | 0.0% | -70.5% | 0.180% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 19,077 | $951K | 0.0% | -2.0% | 0.402% | |
| 11/5/2024 | FDx Advisors Inc. | 89,028 | $4.44M | 1.2% | -6.6% | 1.874% | |
| 11/4/2024 | Alaska Permanent Capital Management | 768,817 | $38.34M | 3.0% | +1.5% | 16.186% | |
| 11/4/2024 | Alaska Wealth Advisors | 356,404 | $17.77M | 2.7% | +52.0% | 7.503% | |
|
| 11/1/2024 | Leavell Investment Management Inc. | 4,123 | $206K | 0.0% | -7.2% | 0.087% | |
| 11/1/2024 | Hollencrest Capital Management | 12,809 | $639K | 0.0% | +10.0% | 0.270% | |
| 10/28/2024 | Principal Securities Inc. | 211,557 | $10.55M | 0.3% | +7.6% | 4.454% | |
| 10/28/2024 | US Bancorp DE | 5,585 | $278K | 0.0% | +16.0% | 0.118% | |
| 10/23/2024 | Silver Oak Securities Incorporated | 17,747 | $886K | 0.1% | +443,575.0% | 0.374% | |
| 8/21/2024 | Truist Financial Corp | 30,190 | $1.49M | 0.0% | +45.1% | 0.636% | |
| 8/14/2024 | Bank of Montreal Can | 73,900 | $3.71M | 0.0% | +143.4% | 1.556% | |
| 8/13/2024 | Hollencrest Capital Management | 11,641 | $575K | 0.0% | -12.0% | 0.245% | |
| 8/12/2024 | Intrepid Financial Planning Group LLC | 57,674 | $2.85M | 1.2% | -3.1% | 1.214% | |
| 8/12/2024 | Hsbc Holdings PLC | 11,898 | $588K | 0.0% | N/A | 0.250% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 287,674 | $14.21M | 0.0% | +13.3% | 6.056% | |
| 8/2/2024 | FDx Advisors Inc. | 95,337 | $4.71M | 1.3% | -2.9% | 2.007% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 6,996 | $346K | 0.0% | +14.6% | 0.147% | |
| 7/30/2024 | Wolf Group Capital Advisors | 45,569 | $2.25M | 0.9% | +348.2% | 0.959% | |
| 7/22/2024 | Alaska Wealth Advisors | 234,480 | $11.58M | 1.8% | -2.4% | 4.936% | |
| 7/22/2024 | Horizons Wealth Management | 50,917 | $2.46M | 1.9% | -44.5% | 1.072% | |
| 5/16/2024 | Jane Street Group LLC | 97,045 | $4.65M | 0.0% | +154.0% | 2.043% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 16,479 | $790K | 0.0% | -2.0% | 0.347% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 30,710 | $1.47M | 0.0% | +18.4% | 0.647% | |
| 5/2/2024 | Pullen Investment Management LLC | 9,436 | $452K | 0.4% | N/A | 0.199% | |
| 4/24/2024 | Leavell Investment Management Inc. | 5,007 | $240K | 0.0% | -4.5% | 0.107% | |
| 3/6/2024 | SageView Advisory Group LLC | 5,263 | $248K | 0.0% | -66.7% | 0.081% | |
| 2/13/2024 | Intrepid Financial Planning Group LLC | 62,494 | $2.94M | 1.4% | -15.0% | 0.961% | |
| 2/9/2024 | SageView Advisory Group LLC | 5,263 | $248K | 0.0% | -66.7% | 0.081% | |
| 2/9/2024 | InterOcean Capital Group LLC | 13,088 | $616K | 0.0% | -12.5% | 0.201% | |
| 2/8/2024 | WT Wealth Management | 9,427 | $444K | 0.2% | -7.0% | 0.145% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 25,940 | $1.22M | 0.0% | +22.8% | 0.399% | |
| 2/7/2024 | Strategic Advocates LLC | 5,941 | $280K | 0.1% | -65.7% | 0.091% | |
| 2/7/2024 | Principal Securities Inc. | 138,542 | $6.52M | 0.2% | N/A | 2.131% | |
| 2/6/2024 | Disciplina Capital Management LLC | 105,469 | $4.96M | 0.9% | +33.7% | 1.623% | |
| 2/5/2024 | Silver Oak Securities Incorporated | 16,450 | $774K | 0.1% | +411,150.0% | 0.253% | |
| 2/2/2024 | Truist Financial Corp | 13,263 | $624K | 0.0% | +44.6% | 0.204% | |
| 2/1/2024 | Telemus Capital LLC | 46,371 | $2.18M | 0.2% | -4.7% | 0.713% | |
| 2/1/2024 | CWM LLC | 6,815 | $321K | 0.0% | +13,262.7% | 0.105% | |
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| 1/30/2024 | Octavia Wealth Advisors LLC | 325,527 | $15.32M | 2.7% | +10.8% | 5.008% | |
| 1/29/2024 | ORG Partners LLC | 805 | $38K | 0.0% | N/A | 0.012% | |
| 1/24/2024 | Seaside Wealth Management Inc. | 5,125 | $241K | 0.1% | +5.1% | 0.079% | |
| 1/23/2024 | Leavell Investment Management Inc. | 5,242 | $247K | 0.0% | N/A | 0.081% | |
| 1/22/2024 | Wolf Group Capital Advisors | 10,167 | $503K | 0.2% | -7.7% | 0.156% | |
| 1/16/2024 | Alaska Wealth Advisors | 319,297 | $15.02M | 2.5% | +3.7% | 4.912% | |
| 1/16/2024 | Alaska Permanent Capital Management | 746,431 | $35.11M | 2.9% | +0.2% | 11.484% | |
| 1/8/2024 | Horizons Wealth Management | 91,803 | $4.32M | 2.8% | +17.6% | 1.412% | |
| 12/4/2023 | WT Wealth Management | 10,136 | $522K | 0.2% | -7.2% | 0.156% | |
| 11/13/2023 | Hollencrest Capital Management | 11,398 | $587K | 0.1% | -10.9% | 0.175% | |
| 11/13/2023 | Stifel Financial Corp | 38,239 | $1.97M | 0.0% | -7.0% | 0.588% | |
| 11/13/2023 | Hsbc Holdings PLC | 6,907 | $356K | 0.0% | +9.3% | 0.106% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 208,105 | $10.72M | 0.0% | +5.6% | 3.202% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 21,129 | $1.09M | 0.0% | +21.7% | 0.325% | |
| 11/7/2023 | Kingsview Wealth Management LLC | 16,732 | $862K | 0.0% | +3.4% | 0.257% | |
| 11/3/2023 | Intrepid Financial Planning Group LLC | 73,489 | $3.79M | 2.0% | -4.5% | 1.131% | |
| 11/3/2023 | SageView Advisory Group LLC | 15,788 | $813K | 0.0% | -95.8% | 0.243% | |
| 11/2/2023 | FDx Advisors Inc. | 103,277 | $5.32M | 0.4% | -2.3% | 1.589% | |
| 11/1/2023 | Orion Portfolio Solutions LLC | 26,396 | $1.36M | 0.0% | +1.8% | 0.406% | |
| 10/31/2023 | Alaska Permanent Capital Management | 744,853 | $38.42M | 3.4% | -6.7% | 11.459% | |
| 10/31/2023 | Alaska Wealth Advisors | 307,903 | $15.86M | 2.5% | +29.1% | 4.737% | |
| 10/30/2023 | Octavia Wealth Advisors LLC | 293,902 | $15.14M | 3.1% | +3.0% | 4.522% | |
| 10/25/2023 | Telemus Capital LLC | 48,675 | $2.51M | 0.2% | -5.0% | 0.749% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 7,376 | $380K | 0.0% | -11.0% | 0.113% | |
| 10/12/2023 | Horizons Wealth Management | 78,073 | $4.02M | 2.9% | +5.8% | 1.201% | |
| 10/11/2023 | Smith Anglin Financial LLC | 17,391 | $896K | 0.1% | -26.1% | 0.268% | |
| 10/10/2023 | Ameliora Wealth Management Ltd. | 771 | $40K | 0.0% | -98.1% | 0.012% | |
| 8/15/2023 | Cohen & Steers Inc. | 2,509 | $124K | 0.0% | -30.9% | 0.039% | |
| 8/11/2023 | SageView Advisory Group LLC | 375,184 | $18.58M | 1.0% | +32.1% | 5.772% | |
| 8/11/2023 | Evergreen Wealth Solutions LLC | 6,200 | $307K | 0.3% | -18.7% | 0.095% | |
| 8/10/2023 | Hollencrest Capital Management | 12,788 | $633K | 0.1% | +11.5% | 0.197% | |
| 8/10/2023 | Legacy Capital Group California Inc. | 4,197 | $208K | 0.1% | +6.4% | 0.065% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 10,093 | $500K | 0.0% | N/A | 0.155% | |
| 8/10/2023 | Cetera Investment Advisers | 8,425 | $417K | 0.0% | +10.5% | 0.130% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 196,993 | $9.75M | 0.0% | +235.3% | 3.031% | |
| 8/2/2023 | Bank of Montreal Can | 59,481 | $3.05M | 0.0% | N/A | 0.894% | |
| 8/2/2023 | Silver Oak Securities Incorporated | 6,462 | $320K | 0.1% | N/A | 0.097% | |
| 8/1/2023 | Truist Financial Corp | 5,703 | $282K | 0.0% | N/A | 0.086% | |
| 7/31/2023 | LPL Financial LLC | 41,578 | $2.06M | 0.0% | +2.1% | 0.625% | |
| 7/31/2023 | Wolf Group Capital Advisors | 10,173 | $497K | 0.2% | +10.9% | 0.153% | |
| 7/28/2023 | Alaska Wealth Advisors | 238,451 | $11.81M | 1.9% | N/A | 3.586% | |
| 7/28/2023 | Alaska Permanent Capital Management | 798,520 | $39.54M | 3.3% | +31.1% | 12.008% | |
| 7/25/2023 | WT Wealth Management | 10,925 | $541K | 0.2% | +19.9% | 0.164% | |
| 7/18/2023 | Octavia Wealth Advisors LLC | 285,228 | $14.12M | 2.9% | +7.7% | 4.289% | |
| 7/18/2023 | Lake Street Financial LLC | 15,837 | $784K | 0.1% | +1.3% | 0.238% | |
| 7/17/2023 | FDx Advisors Inc. | 105,681 | $5.23M | 0.3% | N/A | 1.589% | |
| 7/10/2023 | Ameliora Wealth Management Ltd. | 40,386 | $2M | 1.2% | -16.8% | 0.607% | |
| 7/10/2023 | Telemus Capital LLC | 51,242 | $2.54M | 0.2% | -5.7% | 0.771% | |
| 7/10/2023 | Smith Anglin Financial LLC | 23,518 | $1.16M | 0.1% | -93.6% | 0.354% | |
| 7/3/2023 | Horizons Wealth Management | 73,817 | $3.63M | 2.6% | -4.1% | 1.110% | |
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| 5/11/2023 | Legacy Capital Group California Inc. | 3,945 | $203K | 0.1% | N/A | 0.066% | |
| 5/9/2023 | Alaska Permanent Capital Management | 609,146 | $31.38M | 2.9% | +61.6% | 10.238% | |
| 5/4/2023 | Mirae Asset Global Investments Co. Ltd. | 237,891 | $12.26M | 0.0% | +146.5% | 3.998% | |
| 5/2/2023 | Intrepid Financial Planning Group LLC | 83,655 | $4.31M | 2.2% | -1.5% | 1.406% | |
| 5/2/2023 | SageView Advisory Group LLC | 284,031 | $14.63M | 0.9% | +69.1% | 4.774% | |
| 4/28/2023 | Avantax Advisory Services Inc. | 28,299 | $1.46M | 0.0% | +29.2% | 0.453% | |
| 4/28/2023 | First National Corp MA ADV | 23,983 | $1.24M | 0.3% | +25.1% | 0.384% | |
| 4/20/2023 | Octavia Wealth Advisors LLC | 264,934 | $13.65M | 3.1% | +6.2% | 4.239% | |
| 4/20/2023 | WT Wealth Management | 9,113 | $470K | 0.2% | -90.1% | 0.146% | |
| 4/11/2023 | Smith Anglin Financial LLC | 368,648 | $18.99M | 2.8% | +17.0% | 5.898% | |
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