| 2/18/2025 | CSS LLC IL | 19,006 | $1.43M | 0.1% | +5.6% | 0.594% | |
| 2/17/2025 | Bank of America Corp DE | 19,007 | $1.43M | 0.0% | +12.9% | 0.594% | |
| 2/14/2025 | Jane Street Group LLC | 37,540 | $2.82M | 0.0% | +41.3% | 1.173% | |
| 2/14/2025 | Comerica Bank | 828 | $62K | 0.0% | N/A | 0.026% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 16,000 | $1.20M | 0.0% | -7.8% | 0.500% | |
| 2/13/2025 | Schwerin Boyle Capital Management Inc. | 58,470 | $4.39M | 0.5% | +49.9% | 1.827% | |
| 2/13/2025 | Raymond James Financial Inc. | 192,126 | $14.44M | 0.0% | N/A | 6.004% | |
| 2/13/2025 | Wells Fargo & Company MN | 62,116 | $4.67M | 0.0% | +4,180.9% | 1.941% | |
| 2/12/2025 | O Shaughnessy Asset Management LLC | 2,971 | $223K | 0.0% | +88.9% | 0.093% | |
| 2/12/2025 | Motley Fool Wealth Management LLC | 220,736 | $16.48M | 0.9% | -9.4% | 6.898% | |
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| 2/11/2025 | LPL Financial LLC | 24,182 | $1.82M | 0.0% | -8.3% | 0.756% | |
| 2/7/2025 | HighTower Advisors LLC | 48,215 | $3.62M | 0.0% | N/A | 1.507% | |
| 2/6/2025 | Raymond James Financial Inc. | 192,126 | $14.44M | 0.0% | N/A | 6.004% | |
| 2/6/2025 | Jones Financial Companies Lllp | 1,792 | $135K | 0.0% | +29.7% | 0.056% | |
| 2/4/2025 | Schoolcraft Capital LLC | 69,591 | $5.23M | 1.1% | +1.9% | 2.175% | |
| 1/31/2025 | Lorne Steinberg Wealth Management Inc. | 2,706 | $203K | 0.1% | N/A | 0.085% | |
| 1/30/2025 | Vontobel Holding Ltd. | 80,653 | $6.06M | 0.0% | -1.0% | 2.520% | |
| 1/23/2025 | Barry Investment Advisors LLC | 78,691 | $5.91M | 1.9% | +4.3% | 2.459% | |
| 1/17/2025 | Atomi Financial Group Inc. | 5,269 | $396K | 0.0% | +35.0% | 0.165% | |
| 11/15/2024 | Jane Street Group LLC | 26,561 | $2.14M | 0.0% | -23.8% | 0.830% | |
| 11/15/2024 | Motley Fool Wealth Management LLC | 243,665 | $19.65M | 1.0% | -9.3% | 7.615% | |
| 11/13/2024 | FMR LLC | 333,197 | $26.88M | 0.0% | +18.6% | 10.412% | |
| 10/25/2024 | Barry Investment Advisors LLC | 75,452 | $6.09M | 1.9% | +0.9% | 2.358% | |
| 10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 7,560 | $610K | 0.1% | +9.4% | 0.236% | |
| 10/18/2024 | Raymond James & Associates | 188,196 | $15.18M | 0.0% | +1.5% | 5.881% | |
| 10/16/2024 | Vontobel Holding Ltd. | 81,486 | $6.57M | 0.0% | +1.2% | 2.546% | |
| 10/10/2024 | Paragon Capital Management Ltd | 2,788 | $225K | 0.0% | -30.3% | 0.087% | |
| 10/8/2024 | Atomi Financial Group Inc. | 3,903 | $315K | 0.0% | N/A | 0.122% | |
| 10/7/2024 | Schoolcraft Capital LLC | 68,276 | $5.51M | 1.1% | -4.6% | 2.134% | |
| 7/26/2024 | Schoolcraft Capital LLC | 71,557 | $5.38M | 1.2% | +5.6% | 2.236% | |
| 7/26/2024 | Bank of New York Mellon Corp | 3,957 | $297K | 0.0% | N/A | 0.124% | |
| 7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 6,910 | $519K | 0.1% | +4.5% | 0.216% | |
| 7/19/2024 | Raymond James & Associates | 185,338 | $13.92M | 0.0% | -0.6% | 5.792% | |
| 5/16/2024 | Jane Street Group LLC | 63,618 | $4.92M | 0.0% | +228.1% | 1.988% | |
| 5/8/2024 | Motley Fool Wealth Management LLC | 279,690 | $21.62M | 1.1% | -0.7% | 8.740% | |
| 5/7/2024 | Regency Capital Management Inc. DE | 26,708 | $2.07M | 1.2% | +14.8% | 0.835% | |
| 4/30/2024 | Hartline Investment Corp | 6,610 | $511K | 0.1% | N/A | 0.207% | |
| 4/22/2024 | Raymond James & Associates | 186,466 | $14.41M | 0.0% | +5.7% | 5.827% | |
| 4/18/2024 | Barry Investment Advisors LLC | 75,683 | $5.85M | 1.9% | +2.6% | 2.803% | |
| 4/15/2024 | Schoolcraft Capital LLC | 67,791 | $5.24M | 1.2% | -4.9% | 2.511% | |
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| 4/13/2024 | Wallace Advisory Group LLC | 18,380 | $1.38M | 1.0% | N/A | 0.681% | |
| 4/9/2024 | Mather Group LLC. | 4,183 | $313K | 0.0% | -16.6% | 0.155% | |
| 2/15/2024 | Financial Network Wealth Advisors LLC | 7,356 | $551K | 0.6% | N/A | 0.272% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 38,856 | $2.90M | 0.0% | N/A | 1.439% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 50,918 | $3.81M | 0.0% | N/A | 1.886% | |
| 2/9/2024 | Barry Investment Advisors LLC | 73,744 | $5.53M | 1.9% | +10.8% | 2.731% | |
| 2/8/2024 | Beacon Pointe Advisors LLC | 13,350 | $1M | 0.0% | N/A | 0.494% | |
| 2/6/2024 | Eldridge Investment Advisors Inc. | 15,400 | $1.15M | 0.3% | N/A | 0.570% | |
| 2/5/2024 | Mather Group LLC. | 5,017 | $376K | 0.0% | N/A | 0.186% | |
| 2/5/2024 | Matrix Trust Co | 2,162 | $162K | 0.0% | N/A | 0.080% | |
| 2/5/2024 | Alliance Wealth Advisors LLC UT | 21,600 | $1.62M | 0.5% | N/A | 0.800% | |
| 2/2/2024 | Motley Fool Wealth Management LLC | 281,571 | $21.07M | 1.1% | -1.0% | 10.429% | |
| 1/30/2024 | Vontobel Holding Ltd. | 80,778 | $6.05M | 0.0% | -1.0% | 2.992% | |
| 1/29/2024 | Schoolcraft Capital LLC | 71,320 | $5.34M | 1.3% | +0.7% | 2.641% | |
| 1/26/2024 | Cerity Partners LLC | 42,542 | $3.19M | 0.0% | N/A | 1.576% | |
| 1/25/2024 | Strategic Blueprint LLC | 5,186 | $388K | 0.0% | N/A | 0.192% | |
| 1/23/2024 | Regency Capital Management Inc. DE | 23,261 | $1.74M | 1.1% | N/A | 0.862% | |
| 1/16/2024 | 3EDGE Asset Management LP | 948,290 | $71.03M | 5.5% | +4,081.5% | 35.122% | |
| 1/16/2024 | Portside Wealth Group LLC | 38,867 | $2.91M | 0.5% | N/A | 1.440% | |
| 1/16/2024 | Raymond James & Associates | 176,367 | $13.21M | 0.0% | +8.2% | 6.532% | |
| 1/12/2024 | Fortitude Family Office LLC | 508 | $38K | 0.0% | N/A | 0.019% | |
| 1/12/2024 | Paragon Capital Management Ltd | 4,000 | $300K | 0.1% | -7.0% | 0.148% | |
| 1/11/2024 | Baker Tilly Wealth Management LLC | 13,938 | $1.04M | 0.2% | N/A | 0.516% | |
| 1/10/2024 | Dfpg Investments LLC | 5,787 | $428K | 0.0% | N/A | 0.214% | |
| 1/3/2024 | EisnerAmper Wealth Management Corporate Benefits LLC | 24,496 | $1.84M | 0.7% | N/A | 0.907% | |
| 11/13/2023 | Stifel Financial Corp | 51,347 | $3.54M | 0.0% | +106.9% | 1.902% | |
| 11/13/2023 | LPL Financial LLC | 49,386 | $3.41M | 0.0% | +139.4% | 1.829% | |
| 11/7/2023 | Nkcfo LLC | 24,550 | $1.69M | 0.9% | N/A | 0.909% | |
| 10/26/2023 | Schoolcraft Capital LLC | 70,853 | $4.89M | 1.4% | -0.8% | 2.624% | |
| 10/24/2023 | Raymond James & Associates | 162,973 | $11.24M | 0.0% | +17.0% | 6.036% | |
| 10/18/2023 | Private Trust Co. NA | 483 | $33K | 0.0% | N/A | 0.018% | |
| 10/13/2023 | Global Retirement Partners LLC | 483 | $32K | 0.0% | N/A | 0.018% | |
| 10/10/2023 | National Bank of Canada FI | 6,410 | $434K | 0.0% | -54.5% | 0.237% | |
| 9/29/2023 | Schoolcraft Capital LLC | 71,452 | $4.76M | 1.3% | N/A | 2.646% | |
| 8/15/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 6,405 | $427K | 0.1% | +6.7% | 0.237% | |
| 8/14/2023 | Roberts Glore & Co. Inc. IL | 5,988 | $399K | 0.1% | -4.0% | 0.222% | |
| 8/8/2023 | Prospera Financial Services Inc | 16,124 | $1.07M | 0.0% | N/A | 0.597% | |
| 8/3/2023 | Barry Investment Advisors LLC | 59,758 | $3.98M | 1.3% | +0.3% | 2.134% | |
| 7/31/2023 | LPL Financial LLC | 20,628 | $1.37M | 0.0% | +237.6% | 0.737% | |
| 7/26/2023 | National Bank of Canada FI | 14,085 | $937K | 0.0% | -9.1% | 0.503% | |
| 7/25/2023 | Raymond James & Associates | 139,278 | $9.28M | 0.0% | -1.1% | 4.974% | |
| 7/24/2023 | Vontobel Holding Ltd. | 81,700 | $5.44M | 0.0% | -1.1% | 2.918% | |
| 7/14/2023 | 3EDGE Asset Management LP | 22,743 | $1.52M | 0.1% | -4.2% | 0.812% | |
| 5/15/2023 | Fort Sheridan Advisors LLC | 3,420 | $229K | 0.1% | N/A | 0.124% | |
| 5/12/2023 | Core Wealth Partners LLC | 3,500 | $234K | 0.2% | N/A | 0.127% | |
| 5/10/2023 | Motley Fool Wealth Management LLC | 286,152 | $19.13M | 1.2% | -0.3% | 10.406% | |
| 4/28/2023 | Barry Investment Advisors LLC | 59,584 | $3.98M | 1.3% | +5.8% | 2.167% | |
| 4/27/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 6,005 | $398K | 0.1% | +5.4% | 0.218% | |
| 4/14/2023 | Raymond James & Associates | 140,810 | $9.41M | 0.0% | -2.9% | 5.120% | |
| 4/12/2023 | National Bank of Canada FI | 15,488 | $1.03M | 0.0% | +6.9% | 0.563% | |
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| 3/6/2023 | OLD Mission Capital LLC | 453 | $29K | 0.0% | N/A | 0.016% | |
| 2/9/2023 | Motley Fool Wealth Management LLC | 286,971 | $18.12M | 1.3% | -3.7% | 10.435% | |
| 2/8/2023 | Raymond James & Associates | 145,074 | $9.16M | 0.0% | -13.5% | 5.275% | |
| 2/8/2023 | UBS Group AG | 35,090 | $2.22M | 0.0% | -33.2% | 1.276% | |
| 2/7/2023 | LPL Financial LLC | 28,030 | $1.77M | 0.0% | +473.7% | 1.019% | |
| 2/7/2023 | Lansing Street Advisors | 456 | $29K | 0.0% | -80.2% | 0.017% | |
| 2/6/2023 | Meitav Dash Investments Ltd. | 3,170 | $200K | 0.0% | N/A | 0.115% | |
| 1/26/2023 | Barry Investment Advisors LLC | 56,293 | $3.56M | 1.1% | +12.4% | 2.047% | |
| 1/24/2023 | National Bank of Canada FI | 14,488 | $905K | 0.0% | +7,144.0% | 0.527% | |
| 1/13/2023 | E&G Advisors LP | 3,351 | $212K | 0.1% | -8.5% | 0.122% | |
