| 2/19/2025 | Parr Mcknight Wealth Management Group LLC | 48,878 | $2.21M | 0.3% | N/A | 0.820% | |
| 2/17/2025 | Strategic Wealth Partners Ltd. | 8,980 | $409K | 0.0% | N/A | 0.151% | |
| 2/17/2025 | Citadel Advisors LLC | 75,623 | $3.43M | 0.0% | N/A | 1.269% | |
| 2/17/2025 | Beaumont Capital Management LLC | 29,947 | $1.36M | 1.0% | +16.7% | 0.502% | |
| 2/14/2025 | Jane Street Group LLC | 39,099 | $1.77M | 0.0% | +545.1% | 0.656% | |
| 2/14/2025 | Comerica Bank | 11,070 | $501K | 0.0% | +10.7% | 0.186% | |
| 2/14/2025 | MML Investors Services LLC | 124,575 | $5.64M | 0.0% | +9.9% | 2.090% | |
| 2/13/2025 | Cravens & Co Advisors LLC | 211,270 | $9.57M | 7.3% | +3.9% | 3.545% | |
| 2/13/2025 | NewEdge Advisors LLC | 10,306 | $467K | 0.0% | -5.4% | 0.173% | |
| 2/13/2025 | Waddell & Associates LLC | 184,166 | $8.34M | 0.9% | +1.1% | 3.090% | |
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| 2/13/2025 | Raymond James Financial Inc. | 10,956 | $496K | 0.0% | N/A | 0.184% | |
| 2/13/2025 | Cerity Partners LLC | 286,256 | $12.96M | 0.0% | -1.3% | 4.803% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 214,279 | $9.70M | 0.0% | +8.9% | 3.595% | |
| 2/12/2025 | National Bank of Canada FI | 14,140 | $640K | 0.0% | +110.6% | 0.237% | |
| 2/12/2025 | BlueChip Wealth Advisors LLC | 20,661 | $936K | 0.5% | N/A | 0.347% | |
| 2/12/2025 | Ausdal Financial Partners Inc. | 29,275 | $1.33M | 0.1% | -1.5% | 0.491% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 104,123 | $4.72M | 0.1% | -1.6% | 1.747% | |
| 2/11/2025 | LPL Financial LLC | 9,983 | $452K | 0.0% | +23.5% | 0.168% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 12,139 | $550K | 0.0% | +7.1% | 0.204% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 4,453 | $202K | 0.0% | +5.4% | 0.075% | |
| 2/10/2025 | Essential Planning LLC. | 1,944,507 | $89.47M | 0.6% | +6,537.4% | 32.626% | |
| 2/6/2025 | One Capital Management LLC | 211,098 | $9.56M | 0.3% | -27.9% | 3.542% | |
| 2/6/2025 | Raymond James Financial Inc. | 10,956 | $496K | 0.0% | N/A | 0.184% | |
| 2/6/2025 | Atria Investments Inc | 6,970 | $316K | 0.0% | +18.0% | 0.117% | |
| 2/4/2025 | W.G. Shaheen & Associates DBA Whitney & Co | 432,631 | $19.59M | 2.1% | +2.7% | 7.259% | |
| 2/4/2025 | Boothe Investment Group Inc. | 394,620 | $17.87M | 7.8% | +7.8% | 6.621% | |
| 2/3/2025 | Sigma Planning Corp | 5,912 | $268K | 0.0% | +6.5% | 0.099% | |
| 1/31/2025 | SilverOak Wealth Management LLC | 20,463 | $927K | 0.2% | N/A | 0.343% | |
| 1/30/2025 | Seascape Capital Management | 480,235 | $21.75M | 7.6% | +0.3% | 8.058% | |
| 1/29/2025 | Beckerman Institutional LLC | 168,178 | $7.62M | 6.1% | +37.9% | 2.822% | |
| 1/29/2025 | Bristlecone Advisors LLC | 17,354 | $786K | 0.1% | N/A | 0.291% | |
| 1/22/2025 | Landmark Wealth Management LLC | 132,116 | $5.98M | 2.7% | +4.7% | 2.217% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 189,587 | $8.59M | 0.2% | -28.1% | 3.181% | |
| 1/22/2025 | Cornerstone Wealth Group LLC | 47,524 | $2.15M | 0.2% | +11.5% | 0.797% | |
| 1/21/2025 | Stewardship Advisors LLC | 15,061 | $682K | 0.2% | -7.0% | 0.253% | |
| 1/17/2025 | Beaumont Financial Advisors LLC | 25,755 | $1.17M | 0.1% | +7.4% | 0.432% | |
| 1/15/2025 | Premier Path Wealth Partners LLC | 119,575 | $5.42M | 0.8% | +6.1% | 2.006% | |
| 1/14/2025 | Fortis Advisors LLC | 161,911 | $7.33M | 4.8% | -2.4% | 2.717% | |
| 1/13/2025 | Aprio Wealth Management LLC | 81,877 | $3.71M | 0.5% | +7.2% | 1.374% | |
| 11/15/2024 | MML Investors Services LLC | 113,355 | $5.37M | 0.0% | +5.7% | 1.902% | |
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| 11/15/2024 | Jane Street Group LLC | 6,061 | $287K | 0.0% | N/A | 0.102% | |
| 11/14/2024 | Cravens & Co Advisors LLC | 203,336 | $9.63M | 7.4% | -4.5% | 3.412% | |
| 11/13/2024 | Private Trust Co. NA | 2,011 | $95K | 0.0% | N/A | 0.034% | |
| 11/12/2024 | Cerity Partners LLC | 289,978 | $13.73M | 0.0% | -2.8% | 4.865% | |
| 11/12/2024 | Waddell & Associates LLC | 182,249 | $8.63M | 1.0% | -1.3% | 3.058% | |
| 11/8/2024 | W.G. Shaheen & Associates DBA Whitney & Co | 421,108 | $19.94M | 2.1% | +2.2% | 7.066% | |
| 11/7/2024 | Fortis Advisors LLC | 165,809 | $7.85M | 5.1% | +43.0% | 2.782% | |
| 11/7/2024 | Essential Planning LLC. | 29,296 | $1.39M | 0.6% | -3.8% | 0.492% | |
| 11/1/2024 | Atria Investments Inc | 5,909 | $280K | 0.0% | N/A | 0.099% | |
| 11/1/2024 | Seascape Capital Management | 478,879 | $22.68M | 8.1% | -2.8% | 8.035% | |
| 11/1/2024 | Beckerman Institutional LLC | 121,960 | $5.78M | 4.9% | N/A | 2.046% | |
| 10/30/2024 | Landmark Wealth Management LLC | 126,156 | $5.98M | 2.6% | +2.5% | 2.117% | |
| 10/25/2024 | Cornerstone Wealth Group LLC | 42,609 | $2.02M | 0.2% | +3.2% | 0.715% | |
| 10/25/2024 | Highline Wealth Partners LLC | 694 | $33K | 0.0% | N/A | 0.012% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 263,745 | $12.49M | 0.3% | +871.8% | 4.425% | |
| 10/21/2024 | Stewardship Advisors LLC | 16,190 | $767K | 0.2% | -23.9% | 0.272% | |
| 10/18/2024 | Fortress Wealth Management Inc. | 7,764 | $368K | 0.2% | -3.9% | 0.130% | |
| 10/9/2024 | Beaumont Financial Advisors LLC | 23,983 | $1.14M | 0.1% | +26.3% | 0.402% | |
| 10/8/2024 | CWM LLC | 1,255,964 | $59.48M | 0.3% | +22.3% | 21.073% | |
| 10/8/2024 | Aprio Wealth Management LLC | 76,355 | $3.62M | 0.6% | -1.2% | 1.281% | |
| 8/16/2024 | NewEdge Advisors LLC | 75,698 | $3.44M | 0.0% | N/A | 1.270% | |
| 8/15/2024 | AQR Capital Management LLC | 25,359 | $1.15M | 0.0% | +34.2% | 0.425% | |
| 8/13/2024 | Hollencrest Capital Management | 1,369 | $62K | 0.0% | N/A | 0.023% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 11,803 | $536K | 0.0% | -8.2% | 0.198% | |
| 8/9/2024 | One Capital Management LLC | 284,338 | $12.91M | 0.4% | +2.3% | 4.771% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 211,582 | $9.61M | 0.0% | +16.5% | 3.550% | |
| 8/6/2024 | Waddell & Associates LLC | 184,570 | $8.38M | 1.1% | +0.6% | 3.097% | |
| 8/6/2024 | Ausdal Financial Partners Inc. | 29,057 | $1.32M | 0.1% | +10.5% | 0.488% | |
| 8/3/2024 | National Bank of Canada FI | 6,715 | $302K | 0.0% | -35.1% | 0.113% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 27,139 | $1.23M | 0.0% | N/A | 0.455% | |
| 8/2/2024 | Aveo Capital Partners LLC | 10,070 | $457K | 0.1% | -13.6% | 0.169% | |
| 8/1/2024 | Cravens & Co Advisors LLC | 212,845 | $9.66M | 7.2% | +17.8% | 3.571% | |
| 7/31/2024 | W.G. Shaheen & Associates DBA Whitney & Co | 411,938 | $18.70M | 2.1% | +1.3% | 6.912% | |
| 7/24/2024 | Premier Path Wealth Partners LLC | 104,361 | $4.74M | 0.8% | +96.8% | 1.751% | |
| 7/24/2024 | Cornerstone Wealth Group LLC | 41,293 | $1.88M | 0.2% | +2.8% | 0.693% | |
| 7/23/2024 | Boothe Investment Group Inc. | 360,314 | $16.19M | 7.5% | +9.8% | 6.046% | |
| 7/16/2024 | Fortress Wealth Management Inc. | 8,076 | $367K | 0.2% | -8.2% | 0.136% | |
| 7/10/2024 | Aprio Wealth Management LLC | 77,275 | $3.51M | 0.6% | +5.3% | 1.297% | |
| 7/10/2024 | Stewardship Advisors LLC | 21,287 | $966K | 0.3% | -50.4% | 0.357% | |
| 7/10/2024 | CWM LLC | 1,026,537 | $46.61M | 0.2% | +30.6% | 17.224% | |
| 5/17/2024 | Tidal Investments LLC | 9,672 | $444K | 0.0% | -8.4% | 0.162% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 18,996 | $872K | 0.1% | +5.8% | 0.319% | |
| 4/29/2024 | Seascape Capital Management | 487,697 | $22.38M | 8.3% | +20.5% | 8.183% | |
| 4/24/2024 | Premier Path Wealth Partners LLC | 53,040 | $2.43M | 0.5% | N/A | 0.890% | |
| 4/24/2024 | Landmark Wealth Management LLC | 118,259 | $5.43M | 2.5% | +5.5% | 1.984% | |
| 4/18/2024 | Panoramic Investment Advisors LLC | 14,050 | $645K | 0.5% | +57.9% | 0.386% | |
| 4/18/2024 | Congress Wealth Management LLC DE | 107,445 | $4.93M | 0.1% | -1.3% | 2.952% | |
| 4/17/2024 | Cornerstone Wealth Group LLC | 40,159 | $1.84M | 0.2% | +3.0% | 1.103% | |
| 4/16/2024 | Firethorn Wealth Partners LLC | 5,393 | $247K | 0.1% | N/A | 0.148% | |
| 4/16/2024 | Pasadena Private Wealth LLC | 5,168 | $237K | 0.1% | -10.3% | 0.142% | |
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| 4/10/2024 | Aprio Wealth Management LLC | 73,356 | $3.37M | 0.7% | +19.8% | 2.015% | |
| 4/2/2024 | Cravens & Co Advisors LLC | 180,745 | $8.29M | 6.9% | +4.8% | 4.966% | |
| 4/2/2024 | Stonehearth Capital Management LLC | 5,954 | $273K | 0.1% | +5.5% | 0.164% | |
| 2/14/2024 | Waddell & Associates LLC | 184,382 | $8.53M | 1.1% | +126.8% | 5.065% | |
| 2/13/2024 | Essential Planning LLC. | 22,354 | $1.03M | 0.5% | +77.5% | 0.614% | |
| 2/12/2024 | Fortress Wealth Management Inc. | 8,690 | $402K | 0.2% | -54.5% | 0.239% | |
| 2/9/2024 | Congress Wealth Management LLC DE | 108,891 | $5.04M | 0.1% | -63.6% | 2.992% | |
| 2/9/2024 | Cravens & Co Advisors LLC | 172,488 | $7.98M | 6.9% | -2.1% | 4.739% | |
| 2/8/2024 | W.G. Shaheen & Associates DBA Whitney & Co | 388,516 | $17.97M | 2.3% | +7.3% | 10.674% | |
| 2/7/2024 | One Capital Management LLC | 248,665 | $11.50M | 0.5% | N/A | 6.831% | |
