| 8/27/2025 | Stonebridge Wealth Management LLC | 148,134 | $6.86M | 6.6% | N/A | 1.527% | |
| 8/26/2025 | Thrivent Financial for Lutherans | 142,711 | $6.61M | 0.0% | N/A | 1.471% | |
| 8/15/2025 | Captrust Financial Advisors | 10,909 | $505K | 0.0% | +59.2% | 0.112% | |
| 8/15/2025 | MML Investors Services LLC | 15,612 | $723K | 0.0% | -9.5% | 0.161% | |
| 8/15/2025 | Bank of America Corp DE | 1,351,194 | $62.61M | 0.0% | -6.6% | 13.930% | |
| 8/14/2025 | Jane Street Group LLC | 69,682 | $3.23M | 0.0% | N/A | 0.718% | |
| 8/14/2025 | Raymond James Financial Inc. | 93,944 | $4.35M | 0.0% | +12.9% | 0.968% | |
| 8/14/2025 | BCS Private Wealth Management Inc. | 8,813 | $408K | 0.2% | N/A | 0.091% | |
| 8/14/2025 | Vertex Planning Partners LLC | 10,469 | $485K | 0.1% | -25.5% | 0.108% | |
| 8/13/2025 | Flow Traders U.S. LLC | 103,028 | $4.77M | 0.2% | +2.0% | 1.062% | |
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| 8/13/2025 | Great Diamond Partners LLC | 21,510 | $997K | 0.2% | N/A | 0.222% | |
| 8/13/2025 | Baird Financial Group Inc. | 65,981 | $3.06M | 0.0% | +3.1% | 0.680% | |
| 8/13/2025 | Crescent Grove Advisors LLC | 36,426 | $1.69M | 0.2% | +7.8% | 0.376% | |
| 8/13/2025 | Valued Retirements Inc. | 4,350 | $202K | 0.2% | N/A | 0.045% | |
| 8/12/2025 | Farmers National Bank | 32,334 | $1.50M | 0.4% | +37.1% | 0.333% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 88,032 | $4.08M | 0.0% | -2.2% | 0.908% | |
| 8/12/2025 | JPMorgan Chase & Co. | 28,297 | $1.31M | 0.0% | +5,341.7% | 0.292% | |
| 8/11/2025 | Wealthspire Advisors LLC | 123,135 | $5.71M | 0.0% | -13.2% | 1.269% | |
| 8/11/2025 | ANB Bank | 4,419 | $205K | 0.1% | N/A | 0.046% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 45,378 | $2.10M | 0.0% | -3.6% | 0.468% | |
| 8/8/2025 | Cetera Investment Advisers | 76,863 | $3.56M | 0.0% | +4.1% | 0.792% | |
| 8/7/2025 | Cahill Financial Advisors Inc. | 96,375 | $4.47M | 0.6% | +1.7% | 0.994% | |
| 8/6/2025 | Moors & Cabot Inc. | 43,741 | $2.03M | 0.1% | +1.4% | 0.451% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 160,243 | $7.43M | 0.0% | +2.1% | 1.652% | |
| 7/30/2025 | Patten Group Inc. | 27,321 | $1.27M | 0.3% | +40.6% | 0.282% | |
| 7/29/2025 | ShoreHaven Wealth Partners LLC | 28,594 | $1.33M | 0.5% | N/A | 0.295% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 42,562 | $1.97M | 0.1% | -3.8% | 0.439% | |
| 7/25/2025 | Priebe Wealth Holdings LLC | 9,700 | $449K | 0.4% | N/A | 0.100% | |
| 7/25/2025 | CWM LLC | 4,205 | $195K | 0.0% | N/A | 0.043% | |
| 7/24/2025 | KFA Private Wealth Group LLC | 6,300 | $292K | 0.1% | N/A | 0.065% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 620 | $29K | 0.0% | -35.7% | 0.006% | |
| 7/24/2025 | IFP Advisors Inc | 20,940 | $970K | 0.0% | +3,522.8% | 0.216% | |
| 7/23/2025 | Lansing Street Advisors | 24,769 | $1.15M | 0.3% | +24.9% | 0.255% | |
| 7/22/2025 | Wealthcare Capital Partners LLC | 19,743 | $915K | 0.5% | +12.9% | 0.204% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 84,861 | $3.93M | 0.1% | +5.2% | 0.875% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,087 | $50K | 0.0% | N/A | 0.011% | |
| 7/17/2025 | Greenleaf Trust | 80,201 | $3.72M | 0.0% | -0.5% | 0.827% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 6,355 | $294K | 0.0% | +8.3% | 0.066% | |
| 7/17/2025 | Sound Income Strategies LLC | 1,575 | $73K | 0.0% | N/A | 0.016% | |
| 7/16/2025 | ORG Partners LLC | 2,000 | $93K | 0.0% | N/A | 0.021% | |
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| 7/15/2025 | Evanson Asset Management LLC | 90,075 | $4.17M | 0.3% | -6.6% | 0.929% | |
| 7/15/2025 | Axis Wealth Partners LLC | 6,890 | $319K | 0.2% | -7.9% | 0.071% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 4,557 | $212K | 0.0% | N/A | 0.048% | |
| 7/9/2025 | Breakwater Capital Group | 32,548 | $1.51M | 0.2% | -3.3% | 0.341% | |
| 7/8/2025 | Goldstone Financial Group LLC | 60,530 | $2.82M | 0.4% | N/A | 0.634% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 657 | $28K | 0.0% | N/A | 0.007% | |
| 5/16/2025 | Jones Financial Companies Lllp | 213,838 | $9.08M | 0.0% | +980.8% | 2.444% | |
| 5/15/2025 | Flputnam Investment Management Co. | 42,061 | $1.79M | 0.0% | N/A | 0.481% | |
| 5/15/2025 | Royal Bank of Canada | 28,166 | $1.20M | 0.0% | +5.8% | 0.322% | |
| 5/15/2025 | Baird Financial Group Inc. | 63,973 | $2.72M | 0.0% | -0.5% | 0.731% | |
| 5/14/2025 | Comerica Bank | 21,607 | $917K | 0.0% | +3.7% | 0.247% | |
| 5/14/2025 | D.B. Root & Company LLC | 13,057 | $554K | 0.2% | N/A | 0.149% | |
| 5/14/2025 | Flow Traders U.S. LLC | 101,045 | $4.29M | 0.2% | N/A | 1.155% | |
| 5/14/2025 | Vertex Planning Partners LLC | 14,052 | $597K | 0.1% | -37.6% | 0.161% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 90,007 | $3.82M | 0.0% | +2.3% | 1.029% | |
| 5/13/2025 | Raymond James Financial Inc. | 83,232 | $3.53M | 0.0% | +16.7% | 0.951% | |
| 5/13/2025 | HighTower Advisors LLC | 7,525 | $320K | 0.0% | -9.5% | 0.086% | |
| 5/12/2025 | American Alpha Advisors LLC | 12,235 | $520K | 0.4% | +18.8% | 0.140% | |
| 5/12/2025 | WealthPlan Investment Management LLC | 44,225 | $1.88M | 0.2% | -14.8% | 0.505% | |
| 5/9/2025 | Wealthspire Advisors LLC | 141,858 | $6.02M | 0.0% | -4.6% | 1.621% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 43,176 | $1.83M | 0.0% | -17.5% | 0.493% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 2,093 | $89K | 0.0% | +13.2% | 0.024% | |
| 5/8/2025 | Clearwater Capital Advisors LLC | 11,853 | $503K | 0.0% | -3.8% | 0.135% | |
| 5/8/2025 | Moors & Cabot Inc. | 43,156 | $1.83M | 0.1% | N/A | 0.493% | |
| 5/7/2025 | LPL Financial LLC | 600,102 | $25.48M | 0.0% | -7.1% | 6.858% | |
| 5/7/2025 | HB Wealth Management LLC | 7,000 | $297K | 0.0% | N/A | 0.080% | |
| 5/5/2025 | Formidable Asset Management LLC | 53,332 | $2.27M | 0.4% | -31.5% | 0.610% | |
| 4/30/2025 | Principal Securities Inc. | 1,174 | $50K | 0.0% | +43.3% | 0.013% | |
| 4/30/2025 | Greenleaf Trust | 80,630 | $3.42M | 0.0% | -1.1% | 0.921% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 156,994 | $6.67M | 0.0% | -2.8% | 1.794% | |
| 4/29/2025 | Bank of New York Mellon Corp | 5,623 | $239K | 0.0% | N/A | 0.064% | |
| 4/28/2025 | Lansing Street Advisors | 19,835 | $842K | 0.3% | N/A | 0.227% | |
| 4/22/2025 | Evanson Asset Management LLC | 96,459 | $4.10M | 0.3% | -0.6% | 1.102% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 5,868 | $249K | 0.0% | -4.4% | 0.067% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 80,693 | $3.43M | 0.1% | -1.4% | 0.922% | |
| 4/14/2025 | Wealthcare Capital Partners LLC | 17,483 | $742K | 0.4% | +36.3% | 0.200% | |
| 4/10/2025 | Breakwater Capital Group | 33,664 | $1.43M | 0.3% | -6.1% | 0.385% | |
| 4/8/2025 | LVM Capital Management Ltd. MI | 5,330 | $226K | 0.0% | -9.4% | 0.061% | |
| 2/19/2025 | Formidable Asset Management LLC | 77,909 | $2.94M | 0.5% | -21.5% | 0.927% | |
| 2/17/2025 | Cetera Investment Advisers | 74,062 | $2.80M | 0.0% | +5.1% | 0.882% | |
| 2/17/2025 | Cahill Financial Advisors Inc. | 94,208 | $3.56M | 0.5% | +2.0% | 1.122% | |
| 2/17/2025 | Baird Financial Group Inc. | 64,290 | $2.43M | 0.0% | -3.1% | 0.765% | |
| 2/17/2025 | Bank of America Corp DE | 1,394,877 | $52.70M | 0.0% | +1.2% | 16.606% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 52,393 | $1.98M | 0.0% | -10.4% | 0.624% | |
| 2/14/2025 | Comerica Bank | 20,833 | $787K | 0.0% | +5.6% | 0.248% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 166,924 | $6.31M | 0.1% | -10.3% | 1.987% | |
| 2/14/2025 | Stifel Financial Corp | 7,568 | $286K | 0.0% | +15.9% | 0.090% | |
| 2/13/2025 | Mariner LLC | 284,900 | $10.76M | 0.0% | +48.6% | 3.392% | |
| 2/13/2025 | Raymond James Financial Inc. | 71,303 | $2.69M | 0.0% | N/A | 0.849% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 161,588 | $6.11M | 0.0% | +3.2% | 1.924% | |
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| 2/13/2025 | Wells Fargo & Company MN | 51,128 | $1.93M | 0.0% | -5.3% | 0.609% | |
| 2/12/2025 | Vertex Planning Partners LLC | 22,506 | $850K | 0.2% | -93.2% | 0.268% | |
| 2/12/2025 | JPMorgan Chase & Co. | 1,134 | $43K | 0.0% | -54.6% | 0.014% | |
| 2/11/2025 | LPL Financial LLC | 645,992 | $24.41M | 0.0% | +10.4% | 7.690% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 13,074 | $494K | 0.0% | -56.7% | 0.156% | |
| 2/7/2025 | Independent Advisor Alliance | 8,537 | $323K | 0.0% | N/A | 0.102% | |
| 2/7/2025 | Axis Wealth Partners LLC | 7,595 | $287K | 0.2% | N/A | 0.090% | |
| 2/6/2025 | Raymond James Financial Inc. | 71,303 | $2.69M | 0.0% | N/A | 0.849% | |
| 2/6/2025 | Patten Group Inc. | 14,108 | $533K | 0.1% | -21.2% | 0.168% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 87,974 | $3.32M | 0.0% | +1.1% | 1.047% | |
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