| 2/18/2025 | Wick Capital Partners LLC | 83,518 | $4.03M | 1.2% | +3.2% | 0.633% | |
| 2/17/2025 | Napa Wealth Management | 14,708 | $710K | 0.3% | N/A | 0.111% | |
| 2/17/2025 | Cetera Investment Advisers | 8,540 | $412K | 0.0% | -3.1% | 0.065% | |
| 2/17/2025 | Baird Financial Group Inc. | 20,007 | $966K | 0.0% | +3.3% | 0.152% | |
| 2/17/2025 | Bank of America Corp DE | 626,197 | $30.25M | 0.0% | +3.6% | 4.744% | |
| 2/17/2025 | Ameriprise Financial Inc. | 13,206 | $638K | 0.0% | N/A | 0.100% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 11,183 | $540K | 0.0% | N/A | 0.085% | |
| 2/14/2025 | Wick Capital Partners LLC | 7,872 | $380K | 0.1% | -90.3% | 0.060% | |
| 2/14/2025 | Stifel Financial Corp | 3,608,097 | $174.27M | 0.2% | -0.7% | 27.334% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 4,061 | $196K | 0.0% | +31.7% | 0.031% | |
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| 2/14/2025 | Concourse Financial Group Securities Inc. | 528 | $26K | 0.0% | -50.0% | 0.004% | |
| 2/13/2025 | Raymond James Financial Inc. | 8,568 | $414K | 0.0% | N/A | 0.065% | |
| 2/13/2025 | Bernard Wealth Management Corp. | 4,339 | $210K | 0.2% | N/A | 0.033% | |
| 2/13/2025 | Cerity Partners LLC | 28,143 | $1.36M | 0.0% | -2.6% | 0.213% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 34,744 | $1.68M | 0.0% | +2.8% | 0.263% | |
| 2/11/2025 | LPL Financial LLC | 220,467 | $10.65M | 0.0% | +2.6% | 1.670% | |
| 2/11/2025 | Sykon Capital LLC | 112,864 | $5.45M | 1.9% | N/A | 0.855% | |
| 2/11/2025 | Runnymede Capital Advisors Inc. | 4,386 | $212K | 0.2% | N/A | 0.033% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 19,219 | $979K | 0.0% | +2.2% | 0.146% | |
| 2/10/2025 | Choate Investment Advisors | 7,265 | $351K | 0.0% | -30.0% | 0.055% | |
| 2/10/2025 | Wintrust Investments LLC | 3,221 | $155K | 0.1% | -43.0% | 0.024% | |
| 2/7/2025 | HighTower Advisors LLC | 5,579 | $269K | 0.0% | +5.8% | 0.042% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 158,046 | $7.63M | 0.0% | -1.7% | 1.197% | |
| 2/6/2025 | Raymond James Financial Inc. | 8,568 | $414K | 0.0% | N/A | 0.065% | |
| 2/6/2025 | Mission Wealth Management LP | 7,940 | $384K | 0.0% | N/A | 0.060% | |
| 2/6/2025 | Jones Financial Companies Lllp | 1,176 | $57K | 0.0% | +249.0% | 0.009% | |
| 2/4/2025 | Rothschild Investment LLC | 8,806 | $425K | 0.0% | -7.6% | 0.067% | |
| 2/4/2025 | Capital Advisors Ltd. LLC | 41,957 | $2.03M | 0.3% | -1.4% | 0.318% | |
| 2/3/2025 | Private Advisor Group LLC | 8,014 | $387K | 0.0% | -19.2% | 0.061% | |
| 1/31/2025 | Retirement Income Solutions Inc | 6,172 | $298K | 0.1% | N/A | 0.047% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 17,880 | $864K | 0.0% | N/A | 0.135% | |
| 1/30/2025 | Valeo Financial Advisors LLC | 5,039 | $243K | 0.0% | N/A | 0.038% | |
| 1/30/2025 | SFE Investment Counsel | 29,632 | $1.43M | 0.3% | -8.9% | 0.224% | |
| 1/29/2025 | Shade Tree Advisors LLC | 20,552 | $993K | 1.0% | N/A | 0.156% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 111,770 | $5.40M | 0.0% | N/A | 0.847% | |
| 1/24/2025 | Lunt Capital Management Inc. | 13,802 | $667K | 0.3% | -2.6% | 0.105% | |
| 1/24/2025 | Total Clarity Wealth Management Inc. | 19,725 | $953K | 0.3% | -13.1% | 0.149% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 56,836 | $2.75M | 0.1% | -0.7% | 0.431% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 16,774 | $810K | 0.0% | +10.4% | 0.127% | |
| 1/14/2025 | San Luis Wealth Advisors LLC | 130,416 | $6.30M | 1.2% | -2.2% | 0.988% | |
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| 1/13/2025 | Miracle Mile Advisors LLC | 85,768 | $4.14M | 0.1% | N/A | 0.650% | |
| 1/13/2025 | Davis Investment Partners LLC | 37,733 | $1.81M | 0.8% | +2.2% | 0.286% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 9,801 | $477K | 0.0% | N/A | 0.074% | |
| 11/15/2024 | Stifel Financial Corp | 3,633,447 | $176.77M | 0.2% | -1.3% | 27.526% | |
| 11/13/2024 | FMR LLC | 2,266 | $110K | 0.0% | +25.1% | 0.017% | |
| 11/12/2024 | Cerity Partners LLC | 28,883 | $1.41M | 0.0% | -3.2% | 0.219% | |
| 11/8/2024 | PNC Financial Services Group Inc. | 160,823 | $7.82M | 0.0% | -3.3% | 1.218% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 18,804 | $915K | 0.0% | +8.7% | 0.142% | |
| 10/29/2024 | Confluence Wealth Services Inc. | 4,950 | $241K | 0.0% | -74.5% | 0.038% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 15,189 | $739K | 0.0% | +12.8% | 0.115% | |
| 10/25/2024 | SFE Investment Counsel | 32,533 | $1.58M | 0.3% | -6.4% | 0.246% | |
| 10/24/2024 | Capital Advisors Ltd. LLC | 42,553 | $2.07M | 0.3% | -10.0% | 0.322% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 7,926 | $386K | 0.0% | N/A | 0.060% | |
| 10/22/2024 | Private Advisor Group LLC | 9,922 | $483K | 0.0% | -27.9% | 0.075% | |
| 10/16/2024 | Longview Financial Advisors Inc. | 47,397 | $2.31M | 2.1% | -0.8% | 0.359% | |
| 10/10/2024 | Fiduciary Financial Group LLC | 4,192 | $202K | 0.0% | N/A | 0.032% | |
| 10/9/2024 | San Luis Wealth Advisors LLC | 133,321 | $6.49M | 1.3% | +6.9% | 1.010% | |
| 10/7/2024 | Davis Investment Partners LLC | 36,931 | $1.79M | 0.7% | -1.6% | 0.280% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 7,800 | $348K | 0.0% | +31.7% | 0.059% | |
| 8/16/2024 | Creative Planning | 11,467 | $512K | 0.0% | N/A | 0.087% | |
| 8/16/2024 | Goodman Advisory Group LLC | 752 | $34K | 0.0% | N/A | 0.006% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 17,306 | $773K | 0.0% | N/A | 0.131% | |
| 8/12/2024 | UP Strategic Wealth Investment Advisors LLC | 16,569 | $740K | 1.1% | -2.3% | 0.126% | |
| 8/9/2024 | Total Clarity Wealth Management Inc. | 9,015 | $403K | 0.1% | N/A | 0.068% | |
| 8/6/2024 | SFE Investment Counsel | 34,766 | $1.55M | 0.3% | +0.8% | 0.263% | |
| 8/5/2024 | Private Advisor Group LLC | 13,758 | $614K | 0.0% | -26.0% | 0.104% | |
| 8/1/2024 | Fielder Capital Group LLC | 13,184 | $589K | 0.2% | -1.7% | 0.100% | |
| 7/31/2024 | Confluence Wealth Services Inc. | 19,429 | $867K | 0.1% | +288.0% | 0.147% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 19,977 | $892K | 0.0% | -8.6% | 0.151% | |
| 7/31/2024 | Rothschild Investment LLC | 11,443 | $511K | 0.0% | N/A | 0.087% | |
| 7/25/2024 | Capital Advisors Ltd. LLC | 47,295 | $2.11M | 0.3% | +0.9% | 0.358% | |
| 7/23/2024 | Geneos Wealth Management Inc. | 54,468 | $2.43M | 0.1% | +26.8% | 0.413% | |
| 7/19/2024 | Davis Investment Partners LLC | 37,530 | $1.72M | 0.7% | -1.6% | 0.284% | |
| 5/15/2024 | Wick Capital Partners LLC | 78,203 | $3.61M | 3.6% | -11.6% | 0.592% | |
| 5/10/2024 | Wintrust Investments LLC | 52,960 | $2.45M | 0.2% | +28.2% | 0.401% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 18,283 | $844K | 0.0% | N/A | 0.139% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 42,944 | $1.98M | 0.1% | +18.9% | 0.326% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 13,083 | $604K | 0.0% | +41.9% | 0.099% | |
| 4/30/2024 | Private Advisor Group LLC | 18,599 | $859K | 0.0% | -32.0% | 0.141% | |
| 4/25/2024 | Fielder Capital Group LLC | 13,409 | $619K | 0.3% | -7.1% | 0.102% | |
| 4/23/2024 | Lunt Capital Management Inc. | 14,174 | $655K | 0.3% | -9.0% | 0.108% | |
| 4/22/2024 | Confluence Wealth Services Inc. | 5,007 | $231K | 0.0% | N/A | 0.038% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 4,399 | $203K | 0.0% | N/A | 0.028% | |
| 4/15/2024 | Davis Investment Partners LLC | 38,129 | $1.72M | 0.8% | -6.6% | 0.247% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 210,848 | $9.30M | 0.0% | -6.4% | 1.365% | |
| 2/13/2024 | Tower Research Capital LLC TRC | 1,474 | $65K | 0.0% | -84.7% | 0.010% | |
| 2/12/2024 | Brown Brothers Harriman & Co. | 2,500 | $110K | 0.0% | N/A | 0.016% | |
| 2/12/2024 | Dodds Wealth LLC | 5,093 | $225K | 0.1% | N/A | 0.033% | |
| 2/12/2024 | Stifel Financial Corp | 3,899,283 | $171.96M | 0.2% | -3.4% | 25.238% | |
| 2/9/2024 | Thoroughbred Financial Services LLC | 5,831 | $257K | 0.0% | -9.3% | 0.038% | |
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| 2/9/2024 | UBS Group AG | 155,651 | $6.86M | 0.0% | -10.1% | 1.007% | |
| 2/9/2024 | PNC Financial Services Group Inc. | 210,848 | $9.30M | 0.0% | -6.4% | 1.365% | |
| 2/8/2024 | Empire Life Investments Inc. | 19,000 | $838K | 0.1% | -43.5% | 0.123% | |
| 2/6/2024 | Fielder Capital Group LLC | 14,428 | $636K | 0.4% | N/A | 0.093% | |
| 2/6/2024 | Private Advisor Group LLC | 27,348 | $1.21M | 0.0% | -39.5% | 0.177% | |
| 2/2/2024 | Gilliland Jeter Wealth Management LLC | 6,231 | $275K | 0.1% | N/A | 0.040% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 37,493 | $1.65M | 0.0% | +3.4% | 0.243% | |
| 2/2/2024 | Capital Advisors Ltd. LLC | 46,694 | $2.06M | 0.3% | +1.0% | 0.302% | |
| 1/31/2024 | SFE Investment Counsel | 34,944 | $1.54M | 0.4% | -5.6% | 0.226% | |
| 1/30/2024 | Lunt Capital Management Inc. | 15,575 | $687K | 0.4% | N/A | 0.101% | |
