| 2/17/2025 | WBI Investments LLC | 243,802 | $6.90M | 1.7% | -1.6% | 2.636% | |
| 2/17/2025 | TrinityPoint Wealth LLC | 37,993 | $1.08M | 0.2% | -3.5% | 0.411% | |
| 2/17/2025 | Cetera Investment Advisers | 20,635 | $584K | 0.0% | +4.0% | 0.223% | |
| 2/14/2025 | Jane Street Group LLC | 128,659 | $3.64M | 0.0% | N/A | 1.391% | |
| 2/14/2025 | Lido Advisors LLC | 35,435 | $1.00M | 0.0% | N/A | 0.383% | |
| 2/14/2025 | Stifel Financial Corp | 248,175 | $7.03M | 0.0% | -12.3% | 2.683% | |
| 2/14/2025 | TD Waterhouse Canada Inc. | 60,463 | $1.71M | 0.0% | +4.7% | 0.654% | |
| 2/14/2025 | GeoWealth Management LLC | 57,377 | $1.63M | 0.1% | -23.5% | 0.620% | |
| 2/13/2025 | Raymond James Financial Inc. | 9,232 | $261K | 0.0% | N/A | 0.100% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 27,481 | $778K | 0.0% | +1.8% | 0.297% | |
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| 2/12/2025 | Pitcairn Co. | 1,891,947 | $53.58M | 3.2% | -1.7% | 20.453% | |
| 2/12/2025 | Maridea Wealth Management LLC | 87,337 | $2.47M | 0.8% | N/A | 0.944% | |
| 2/12/2025 | JPMorgan Chase & Co. | 6,770 | $192K | 0.0% | N/A | 0.073% | |
| 2/11/2025 | LPL Financial LLC | 83,567 | $2.37M | 0.0% | +79.5% | 0.903% | |
| 2/11/2025 | Virtu Financial LLC | 35,562 | $1.01M | 0.1% | +75.7% | 0.384% | |
| 2/10/2025 | Petra Financial Advisors Inc. | 58,857 | $1.67M | 1.1% | -1.8% | 0.636% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 8,944 | $253K | 0.0% | +16.9% | 0.097% | |
| 2/10/2025 | GWN Securities Inc. | 7,335 | $208K | 0.1% | N/A | 0.079% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 94,871 | $2.69M | 0.0% | -6.0% | 1.026% | |
| 2/7/2025 | HighTower Advisors LLC | 471,606 | $13.36M | 0.0% | +2.9% | 5.098% | |
| 2/7/2025 | Global View Capital Management LLC | 226,264 | $6.45M | 2.3% | N/A | 2.446% | |
| 2/7/2025 | Riverbend Wealth Management LLC | 18,010 | $511K | 0.5% | N/A | 0.195% | |
| 2/6/2025 | Black Swift Group LLC | 33,974 | $962K | 0.2% | -65.6% | 0.367% | |
| 2/6/2025 | Raymond James Financial Inc. | 9,232 | $261K | 0.0% | N/A | 0.100% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 2,543 | $72K | 0.0% | N/A | 0.027% | |
| 2/5/2025 | WR Wealth Planners LLC | 53,238 | $1.51M | 0.5% | -8.0% | 0.576% | |
| 2/4/2025 | IFP Advisors Inc | 20,510 | $581K | 0.0% | +143.4% | 0.222% | |
| 2/3/2025 | Capital Advisory Group Advisory Services LLC | 84,408 | $2.39M | 0.9% | +2.0% | 0.913% | |
| 2/3/2025 | Pasadena Private Wealth LLC | 532,060 | $15.07M | 3.1% | +6.5% | 5.752% | |
| 1/31/2025 | BKM Wealth Management LLC | 10,406 | $295K | 0.1% | +16.2% | 0.112% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 83,316 | $2.36M | 0.0% | -5.7% | 0.901% | |
| 1/31/2025 | Burke & Herbert Bank & Trust Co. | 12,050 | $341K | 0.1% | -40.2% | 0.130% | |
| 1/31/2025 | Ifrah Financial Services Inc. | 117,833 | $3.34M | 0.9% | -0.4% | 1.274% | |
| 1/31/2025 | NTV Asset Management LLC | 23,650 | $670K | 0.1% | -27.5% | 0.256% | |
| 1/30/2025 | Nations Financial Group Inc. IA ADV | 72,948 | $2.07M | 0.2% | -0.7% | 0.789% | |
| 1/30/2025 | Rooted Wealth Advisors Inc. | 95,289 | $2.72M | 1.1% | +3.4% | 1.030% | |
| 1/29/2025 | Avestar Capital LLC | 26,951 | $763K | 0.1% | -60.7% | 0.291% | |
| 1/28/2025 | Landmark Wealth Management Inc. | 54,492 | $1.54M | 0.8% | -9.1% | 0.589% | |
| 1/27/2025 | Stratos Investment Management LLC | 176,237 | $4.99M | 0.3% | -6.9% | 1.905% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 15,207 | $431K | 0.0% | -5.9% | 0.164% | |
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| 1/21/2025 | Geneos Wealth Management Inc. | 24,309 | $688K | 0.0% | -3.9% | 0.263% | |
| 1/21/2025 | Encompass More Asset Management | 97,874 | $2.77M | 0.9% | -13.8% | 1.058% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 132,017 | $3.74M | 0.1% | +44.1% | 1.427% | |
| 11/25/2024 | Wilmington Savings Fund Society FSB | 1,400 | $40K | 0.0% | N/A | 0.015% | |
| 11/20/2024 | Virtu Financial LLC | 20,235 | $582K | 0.0% | N/A | 0.219% | |
| 11/15/2024 | MML Investors Services LLC | 25,355 | $729K | 0.0% | -7.4% | 0.274% | |
| 11/15/2024 | Stifel Financial Corp | 283,117 | $8.14M | 0.0% | -27.1% | 3.061% | |
| 11/15/2024 | HighTower Advisors LLC | 458,375 | $13.17M | 0.0% | -29.3% | 4.955% | |
| 11/14/2024 | Encompass More Asset Management | 113,530 | $3.26M | 1.2% | N/A | 1.227% | |
| 11/13/2024 | Avestar Capital LLC | 68,507 | $1.97M | 0.2% | +2.0% | 0.741% | |
| 11/12/2024 | Pitcairn Co. | 1,924,157 | $59.02M | 3.5% | -1.7% | 20.802% | |
| 11/7/2024 | TrinityPoint Wealth LLC | 39,367 | $1.13M | 0.2% | -1.0% | 0.426% | |
| 11/6/2024 | Lifeworks Advisors LLC | 12,150 | $349K | 0.1% | N/A | 0.131% | |
| 11/6/2024 | Black Swift Group LLC | 98,867 | $2.84M | 0.6% | -13.8% | 1.069% | |
| 11/5/2024 | Nations Financial Group Inc. IA ADV | 73,438 | $2.11M | 0.2% | +9.9% | 0.794% | |
| 10/31/2024 | Financial Services Advisory Inc | 181,388 | $5.21M | 1.3% | -1.4% | 1.961% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 7,652 | $220K | 0.0% | +8.5% | 0.083% | |
| 10/28/2024 | Stephens Inc. AR | 14,135 | $406K | 0.0% | -13.1% | 0.153% | |
| 10/28/2024 | Petra Financial Advisors Inc. | 59,914 | $1.72M | 1.1% | +1.2% | 0.648% | |
| 10/23/2024 | BKM Wealth Management LLC | 8,956 | $257K | 0.1% | +28.9% | 0.097% | |
| 10/23/2024 | Burke & Herbert Bank & Trust Co. | 20,165 | $580K | 0.1% | -27.8% | 0.218% | |
| 10/18/2024 | Stratos Investment Management LLC | 189,348 | $5.44M | 0.4% | -17.8% | 2.047% | |
| 10/15/2024 | Occidental Asset Management LLC | 100,073 | $2.88M | 0.5% | -49.2% | 1.082% | |
| 10/9/2024 | UMB Bank n.a. | 68,189 | $1.96M | 0.0% | -9.4% | 0.737% | |
| 8/15/2024 | Oliver Lagore Vanvalin Investment Group | 15,511 | $448K | 0.1% | -52.7% | 0.168% | |
| 8/15/2024 | Toronto Dominion Bank | 1,087 | $31K | 0.0% | N/A | 0.012% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 104,767 | $3.03M | 0.0% | +7.4% | 1.133% | |
| 7/30/2024 | WBI Investments LLC | 257,533 | $7.45M | 1.8% | -24.1% | 2.784% | |
| 7/29/2024 | Nations Financial Group Inc. IA ADV | 66,834 | $1.93M | 0.2% | +4.9% | 0.723% | |
| 7/25/2024 | Rooted Wealth Advisors Inc. | 22,151 | $642K | 0.3% | -4.4% | 0.239% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 156,236 | $4.52M | 0.0% | +3.3% | 1.689% | |
| 7/22/2024 | Capital Advisory Group Advisory Services LLC | 82,543 | $2.39M | 1.0% | +32.7% | 0.892% | |
| 7/19/2024 | Pasadena Private Wealth LLC | 302,533 | $8.75M | 2.0% | -7.1% | 3.271% | |
| 7/19/2024 | MBL Wealth LLC | 82,644 | $2.39M | 0.3% | -5.7% | 0.893% | |
| 7/19/2024 | Petra Financial Advisors Inc. | 59,199 | $1.71M | 1.2% | -3.5% | 0.640% | |
| 7/17/2024 | Narus Financial Partners LLC | 7,535 | $218K | 0.1% | -59.6% | 0.081% | |
| 7/16/2024 | Burke & Herbert Bank & Trust Co. | 27,915 | $807K | 0.2% | N/A | 0.302% | |
| 7/15/2024 | Occidental Asset Management LLC | 197,021 | $5.70M | 1.0% | N/A | 2.130% | |
| 5/14/2024 | Pitcairn Co. | 1,778,939 | $50.34M | 3.3% | +2.9% | 19.232% | |
| 5/7/2024 | NTV Asset Management LLC | 59,635 | $1.69M | 0.3% | -24.3% | 0.645% | |
| 5/4/2024 | WBI Investments LLC | 339,148 | $9.60M | 2.0% | -21.2% | 3.811% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 17,355 | $491K | 0.0% | N/A | 0.195% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 97,534 | $2.76M | 0.0% | +34.2% | 1.096% | |
| 4/23/2024 | IRON Financial LLC | 13,864 | $392K | 0.2% | -11.5% | 0.156% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 63,730 | $1.80M | 0.2% | +5.0% | 0.716% | |
| 4/23/2024 | Petra Financial Advisors Inc. | 61,334 | $1.74M | 1.3% | -5.5% | 0.689% | |
| 4/22/2024 | MBL Wealth LLC | 87,656 | $2.48M | 0.3% | -52.0% | 0.985% | |
| 4/22/2024 | Accordant Advisory Group Inc | 4,220 | $119K | 0.1% | N/A | 0.047% | |
| 4/18/2024 | Narus Financial Partners LLC | 18,631 | $527K | 0.2% | -45.4% | 0.209% | |
| 4/16/2024 | Pasadena Private Wealth LLC | 325,535 | $9.21M | 2.1% | +9.7% | 17.133% | |
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| 4/15/2024 | Wealthcare Advisory Partners LLC | 234,668 | $6.64M | 0.2% | +15.5% | 12.351% | |
| 4/5/2024 | Summit Financial Group Inc. | 41,465 | $1.17M | 0.4% | -5.3% | 2.182% | |
| 2/26/2024 | Virtu Financial LLC | 22,022 | $612K | 0.0% | N/A | 1.159% | |
| 2/14/2024 | Pitcairn Co. | 1,728,473 | $48.06M | 3.7% | -2.5% | 90.972% | |
| 2/12/2024 | Avestar Capital LLC | 67,661 | $1.88M | 0.2% | -8.3% | 3.561% | |
| 2/12/2024 | Stifel Financial Corp | 275,583 | $7.66M | 0.0% | +273.6% | 14.504% | |
| 2/9/2024 | Nations Financial Group Inc. IA ADV | 60,684 | $1.69M | 0.2% | +7.9% | 3.194% | |
| 2/9/2024 | WBI Investments LLC | 430,548 | $11.97M | 2.4% | -8.7% | 22.660% | |
| 2/8/2024 | TrinityPoint Wealth LLC | 42,989 | $1.20M | 0.2% | -0.9% | 2.263% | |
| 2/8/2024 | WT Wealth Management | 59,404 | $1.65M | 0.7% | -26.2% | 3.127% | |
