| 2/17/2025 | Bank of America Corp DE | 157,752 | $6.28M | 0.0% | +441.6% | 2.320% | |
| 2/14/2025 | Jane Street Group LLC | 52,666 | $2.10M | 0.0% | N/A | 0.775% | |
| 2/14/2025 | Leith Wheeler Investment Counsel Ltd. | 223,428 | $8.90M | 0.6% | -1.5% | 3.286% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 38,434 | $1.53M | 0.0% | -14.1% | 0.565% | |
| 2/14/2025 | Betterment LLC | 1,435,788 | $57.16M | 0.1% | +8.3% | 21.115% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 97,560 | $3.88M | 0.0% | +0.3% | 1.435% | |
| 2/13/2025 | Cerity Partners LLC | 99,651 | $3.97M | 0.0% | +7.5% | 1.465% | |
| 2/12/2025 | Hobbs Group Advisors LLC | 7,623 | $303K | 0.1% | -14.8% | 0.112% | |
| 2/12/2025 | JPMorgan Chase & Co. | 17,134 | $682K | 0.0% | +79.2% | 0.252% | |
| 2/11/2025 | LPL Financial LLC | 159,842 | $6.36M | 0.0% | +0.5% | 2.351% | |
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| 2/11/2025 | Sei Investments Co. | 127,360 | $5.07M | 0.0% | +1.6% | 1.873% | |
| 2/11/2025 | Oxford Financial Group LTD. LLC | 18,982 | $756K | 0.0% | +8.5% | 0.279% | |
| 2/10/2025 | Harbour Investments Inc. | 29,873 | $1.19M | 0.0% | -1.2% | 0.439% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 6,626 | $264K | 0.0% | -37.0% | 0.097% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 5,663 | $225K | 0.0% | N/A | 0.083% | |
| 2/7/2025 | Tortoise Investment Management LLC | 3,167 | $126K | 0.0% | +89.4% | 0.047% | |
| 2/5/2025 | Bailard Inc. | 136,368 | $5.43M | 0.1% | +12.7% | 2.005% | |
| 2/5/2025 | Proffitt & Goodson Inc. | 10,628 | $423K | 0.1% | -7.0% | 0.156% | |
| 2/5/2025 | Flputnam Investment Management Co. | 240,166 | $9.56M | 0.2% | -3.9% | 3.532% | |
| 2/4/2025 | Lake Street Advisors Group LLC | 626,295 | $24.93M | 1.1% | +0.0% | 9.210% | |
| 2/3/2025 | Bradley Foster & Sargent Inc. CT | 16,840 | $670K | 0.0% | +2.4% | 0.248% | |
| 1/31/2025 | Partners Capital Investment Group LLP | 36,181 | $1.44M | 0.0% | +309.6% | 0.532% | |
| 1/31/2025 | Retirement Income Solutions Inc | 9,043 | $360K | 0.1% | +4.9% | 0.133% | |
| 1/30/2025 | Values Added Financial LLC | 24,630 | $981K | 0.6% | N/A | 0.362% | |
| 1/29/2025 | First National Corp MA ADV | 13,155 | $524K | 0.1% | +5.3% | 0.193% | |
| 1/23/2025 | Institute for Wealth Management LLC. | 56,650 | $2.26M | 0.3% | +11.1% | 0.833% | |
| 1/23/2025 | Boyd Wealth Management LLC | 6,485 | $258K | 0.1% | -13.1% | 0.095% | |
| 1/16/2025 | Gemmer Asset Management LLC | 385,271 | $15.34M | 1.5% | +8.3% | 5.666% | |
| 1/16/2025 | Bridgewater Advisors Inc. | 14,650 | $580K | 0.1% | -3.3% | 0.215% | |
| 1/15/2025 | Astoria Portfolio Advisors LLC. | 18,669 | $739K | 0.3% | -5.5% | 0.275% | |
| 1/13/2025 | Miracle Mile Advisors LLC | 152,180 | $6.06M | 0.1% | -5.1% | 2.238% | |
| 12/26/2024 | JPMorgan Chase & Co. | 9,562 | $418K | 0.0% | -46.9% | 0.141% | |
| 11/18/2024 | Hobbs Group Advisors LLC | 8,946 | $391K | 0.1% | -12.6% | 0.132% | |
| 11/15/2024 | Urban Financial Advisory Corp | 8,425 | $368K | 0.2% | +5.3% | 0.124% | |
| 11/15/2024 | HighTower Advisors LLC | 6,205 | $272K | 0.0% | +12.9% | 0.091% | |
| 11/14/2024 | Flow Traders U.S. LLC | 18,975 | $830K | 0.0% | N/A | 0.279% | |
| 11/12/2024 | Cerity Partners LLC | 92,740 | $4.06M | 0.0% | -0.6% | 1.364% | |
| 11/12/2024 | GenTrust LLC | 4,624 | $202K | 0.0% | N/A | 0.068% | |
| 11/8/2024 | PNC Financial Services Group Inc. | 27,531 | $1.20M | 0.0% | +7.1% | 0.405% | |
| 11/5/2024 | Harbour Investments Inc. | 30,239 | $1.32M | 0.0% | +1.1% | 0.445% | |
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| 10/29/2024 | Key Financial Inc | 7,214 | $316K | 0.1% | +147.6% | 0.106% | |
| 10/25/2024 | Boyd Wealth Management LLC | 7,459 | $326K | 0.2% | N/A | 0.110% | |
| 10/24/2024 | Gemmer Asset Management LLC | 355,637 | $15.56M | 1.6% | +6.1% | 5.230% | |
| 10/8/2024 | First National Corp MA ADV | 12,487 | $546K | 0.1% | +23.1% | 0.184% | |
| 10/7/2024 | Miracle Mile Advisors LLC | 160,300 | $7.01M | 0.2% | +3.1% | 2.357% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,291 | $53K | 0.0% | +215.6% | 0.019% | |
| 8/13/2024 | Sei Investments Co. | 121,239 | $4.95M | 0.0% | -5.1% | 1.783% | |
| 8/6/2024 | Lake Street Advisors Group LLC | 626,032 | $25.54M | 1.2% | -18.6% | 9.206% | |
| 8/2/2024 | Tortoise Investment Management LLC | 1,672 | $68K | 0.0% | +77.5% | 0.025% | |
| 7/26/2024 | Harbour Investments Inc. | 29,906 | $1.22M | 0.0% | +6.4% | 0.440% | |
| 7/26/2024 | Bailard Inc. | 111,510 | $4.55M | 0.1% | -2.4% | 1.640% | |
| 7/25/2024 | Institute for Wealth Management LLC. | 47,226 | $1.93M | 0.3% | +5.3% | 0.695% | |
| 7/22/2024 | Hobbs Group Advisors LLC | 10,241 | $418K | 0.2% | N/A | 0.151% | |
| 7/18/2024 | Miracle Mile Advisors LLC | 155,419 | $6.34M | 0.2% | +1.8% | 2.286% | |
| 7/16/2024 | Gemmer Asset Management LLC | 335,288 | $13.68M | 1.5% | +11.2% | 4.931% | |
| 7/12/2024 | First National Corp MA ADV | 10,147 | $414K | 0.1% | +2.8% | 0.149% | |
| 7/9/2024 | Astoria Portfolio Advisors LLC. | 18,552 | $757K | 0.3% | +34.7% | 0.273% | |
| 6/11/2024 | EverSource Wealth Advisors LLC | 7,180 | $287K | 0.0% | N/A | 0.106% | |
| 5/14/2024 | Oxford Financial Group LTD. LLC | 18,285 | $760K | 0.1% | +10.6% | 0.269% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 769,303 | $31.99M | 1.5% | +9.9% | 11.313% | |
| 5/7/2024 | Sei Investments Co. | 127,789 | $5.31M | 0.0% | -1.7% | 1.879% | |
| 5/7/2024 | Insight Advisors LLC PA | 6,211 | $258K | 0.0% | -9.4% | 0.091% | |
| 4/24/2024 | Gemmer Asset Management LLC | 301,609 | $12.54M | 1.5% | +8.6% | 4.435% | |
| 4/18/2024 | Colton Groome Financial Advisors LLC | 5,004 | $208K | 0.1% | N/A | 0.082% | |
| 4/18/2024 | Miracle Mile Advisors LLC | 152,656 | $6.35M | 0.2% | -5.5% | 2.503% | |
| 4/16/2024 | Astoria Portfolio Advisors LLC. | 13,776 | $549K | 0.2% | +5.8% | 0.226% | |
| 2/16/2024 | Hobbs Group Advisors LLC | 10,143 | $396K | 0.2% | N/A | 0.166% | |
| 2/15/2024 | Oxford Financial Group LTD. LLC | 16,528 | $645K | 0.0% | +1.8% | 0.271% | |
| 2/13/2024 | Lake Street Advisors Group LLC | 699,764 | $27.30M | 1.8% | -9.1% | 11.472% | |
| 2/12/2024 | Partners Capital Investment Group LLP | 24,211 | $944K | 0.0% | -61.9% | 0.397% | |
| 2/8/2024 | Beacon Pointe Advisors LLC | 39,847 | $1.55M | 0.0% | +0.9% | 0.653% | |
| 2/7/2024 | Astoria Portfolio Advisors LLC. | 13,015 | $510K | 0.2% | -18.2% | 0.213% | |
| 2/7/2024 | AGF Management Ltd. | 25,500 | $995K | 0.0% | +240.0% | 0.418% | |
| 2/6/2024 | National Bank of Canada FI | 2,315 | $89K | 0.0% | +23.4% | 0.038% | |
| 2/2/2024 | Bailard Inc. | 103,475 | $4.04M | 0.1% | +8.1% | 1.696% | |
| 1/31/2024 | Institute for Wealth Management LLC. | 43,749 | $1.71M | 0.3% | -1.9% | 0.717% | |
| 1/31/2024 | AIFG Consultants Ltd. | 7,775 | $303K | 0.2% | -21.3% | 0.127% | |
| 1/30/2024 | Flputnam Investment Management Co. | 221,737 | $8.65M | 0.2% | +4.1% | 3.635% | |
| 1/26/2024 | Cerity Partners LLC | 91,183 | $3.56M | 0.0% | +104.4% | 1.495% | |
| 1/25/2024 | International Assets Investment Management LLC | 12,639 | $493K | 0.0% | N/A | 0.207% | |
| 1/22/2024 | Miracle Mile Advisors LLC | 161,537 | $6.30M | 0.2% | +45.2% | 2.648% | |
| 1/18/2024 | First National Corp MA ADV | 9,869 | $385K | 0.1% | +32.3% | 0.162% | |
| 1/17/2024 | Gemmer Asset Management LLC | 277,774 | $10.84M | 1.3% | +7.4% | 4.554% | |
| 1/8/2024 | Leith Wheeler Investment Counsel Ltd. | 226,828 | $8.85M | 1.0% | -15.8% | 3.718% | |
| 11/14/2023 | Operose Advisors LLC | 4,018 | $143K | 0.1% | +487.4% | 0.066% | |
| 11/13/2023 | Mariner LLC | 23,028 | $817K | 0.0% | -26.5% | 0.378% | |
| 11/13/2023 | LPL Financial LLC | 153,754 | $5.45M | 0.0% | +16.8% | 2.521% | |
| 11/9/2023 | Betterment LLC | 1,180,270 | $41.86M | 0.1% | +2.2% | 19.349% | |
| 11/8/2023 | AIFG Consultants Ltd. | 9,884 | $351K | 0.3% | +21.2% | 0.162% | |
| 11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 30,418 | $1.08M | 0.0% | +11.1% | 0.499% | |
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| 11/6/2023 | Flputnam Investment Management Co. | 212,926 | $7.55M | 0.2% | +11.1% | 3.491% | |
| 11/4/2023 | Fortis Capital Management LLC | 9,715 | $345K | 0.1% | +15.1% | 0.159% | |
| 10/25/2023 | Miracle Mile Advisors LLC | 111,261 | $3.95M | 0.1% | +113.8% | 1.824% | |
| 10/24/2023 | Bailard Inc. | 95,702 | $3.40M | 0.1% | +2.2% | 1.569% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 48,280 | $1.71M | 0.0% | +5.7% | 0.791% | |
| 10/19/2023 | Proffitt & Goodson Inc. | 11,688 | $415K | 0.1% | +9.6% | 0.192% | |
| 10/19/2023 | Gemmer Asset Management LLC | 258,654 | $9.18M | 1.2% | +7.8% | 4.240% | |
| 10/13/2023 | Institute for Wealth Management LLC. | 44,608 | $1.58M | 0.3% | +11.9% | 0.731% | |
| 10/13/2023 | Bond & Devick Financial Network Inc. | 8,621 | $306K | 0.2% | +13.0% | 0.141% | |
| 10/11/2023 | Stonehearth Capital Management LLC | 7,832 | $278K | 0.2% | +7.8% | 0.128% | |
