| 8/8/2025 | Cetera Investment Advisers | 3,676 | $214K | 0.0% | -4.9% | 0.144% | |
| 8/8/2025 | Bailard Inc. | 64,317 | $3.74M | 0.1% | +0.6% | 2.522% | |
| 8/6/2025 | Walkner Condon Financial Advisors LLC | 12,022 | $699K | 0.1% | +1.9% | 0.471% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 8,034 | $467K | 0.0% | -2.8% | 0.315% | |
| 7/31/2025 | FSM Wealth Advisors LLC | 9,173 | $544K | 0.1% | N/A | 0.360% | |
| 7/30/2025 | Ethic Inc. | 7,349 | $428K | 0.0% | +2.7% | 0.288% | |
| 7/28/2025 | Harbour Investments Inc. | 57,982 | $3.37M | 0.1% | +0.5% | 2.274% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 36,462 | $2.12M | 0.0% | -9.3% | 1.430% | |
| 7/25/2025 | CWM LLC | 3,670 | $213K | 0.0% | -74.8% | 0.144% | |
| 7/25/2025 | Natural Investments LLC | 38,708 | $2.25M | 0.6% | +0.8% | 1.518% | |
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| 7/22/2025 | Financial Insights Inc. | 11,113 | $646K | 0.2% | -74.1% | 0.436% | |
| 7/21/2025 | Impact Investors Inc | 11,855 | $689K | 0.5% | N/A | 0.465% | |
| 7/18/2025 | First Pacific Financial | 19,266 | $1.12M | 0.2% | -30.6% | 0.756% | |
| 7/18/2025 | PFG Investments LLC | 12,078 | $702K | 0.0% | -45.0% | 0.474% | |
| 5/15/2025 | Royal Bank of Canada | 4,159 | $228K | 0.0% | -9.4% | 0.151% | |
| 5/15/2025 | Evergreen Capital Management LLC | 12,031 | $662K | 0.0% | +2.0% | 0.437% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 28,006 | $1.54M | 0.1% | -6.3% | 1.018% | |
| 5/13/2025 | Cresset Asset Management LLC | 17,832 | $981K | 0.0% | +3.2% | 0.648% | |
| 5/9/2025 | Natural Investments LLC | 38,415 | $2.11M | 0.6% | +5.2% | 1.397% | |
| 5/9/2025 | SGL Investment Advisors Inc. | 6,550 | $362K | 0.2% | +7.6% | 0.238% | |
| 5/9/2025 | Blair William & Co. IL | 2,216 | $122K | 0.0% | -55.3% | 0.081% | |
| 5/8/2025 | Harbour Investments Inc. | 57,711 | $3.17M | 0.1% | -3.8% | 2.099% | |
| 5/7/2025 | Creekside Partners | 6,342 | $349K | 0.2% | -21.2% | 0.231% | |
| 5/7/2025 | LPL Financial LLC | 63,389 | $3.49M | 0.0% | -49.2% | 2.305% | |
| 5/6/2025 | Cetera Investment Advisers | 3,867 | $213K | 0.0% | N/A | 0.141% | |
| 5/2/2025 | Bailard Inc. | 63,946 | $3.52M | 0.1% | +1.4% | 2.325% | |
| 5/1/2025 | CWM LLC | 14,552 | $800K | 0.0% | N/A | 0.529% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 8,267 | $455K | 0.0% | -3.9% | 0.301% | |
| 4/25/2025 | Financial Insights Inc. | 42,888 | $2.36M | 0.9% | -2.5% | 1.560% | |
| 4/24/2025 | TFC Financial Management Inc. | 1,601 | $88K | 0.0% | N/A | 0.058% | |
| 4/23/2025 | First Pacific Financial | 27,769 | $1.53M | 0.3% | -9.9% | 1.010% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 11,803 | $649K | 0.1% | +3.4% | 0.429% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 7,609 | $418K | 0.0% | -65.1% | 0.277% | |
| 4/22/2025 | PFG Investments LLC | 21,966 | $1.21M | 0.1% | -49.2% | 0.799% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 40,199 | $2.21M | 0.0% | +3.6% | 1.462% | |
| 4/1/2025 | Stonehearth Capital Management LLC | 23,603 | $1.30M | 0.5% | -38.1% | 0.843% | |
| 3/5/2025 | Financial Insights Inc. | 43,996 | $2.63M | 1.0% | +2.5% | 1.517% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 29,885 | $1.79M | 0.1% | +2.5% | 0.934% | |
| 2/17/2025 | Ethic Inc. | 7,718 | $461K | 0.0% | -23.0% | 0.241% | |
| 2/17/2025 | Allegheny Financial Group | 19,440 | $1.16M | 0.3% | +3.8% | 0.608% | |
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| 2/14/2025 | Berger Financial Group Inc | 4,023 | $240K | 0.0% | -10.8% | 0.126% | |
| 2/13/2025 | Raymond James Financial Inc. | 7,414 | $443K | 0.0% | N/A | 0.232% | |
| 2/12/2025 | Franklin Resources Inc. | 1,795 | $107K | 0.0% | +43.6% | 0.056% | |
| 2/11/2025 | LPL Financial LLC | 124,704 | $7.45M | 0.0% | -3.3% | 3.897% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 3,457 | $207K | 0.0% | -20.5% | 0.108% | |
| 2/10/2025 | Harbour Investments Inc. | 59,990 | $3.58M | 0.1% | +0.8% | 1.875% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 38,796 | $2.32M | 0.0% | +7.7% | 1.212% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 18,776 | $1.12M | 0.0% | -5.7% | 0.587% | |
| 2/7/2025 | Natural Investments LLC | 36,527 | $2.18M | 0.6% | N/A | 1.141% | |
| 2/6/2025 | Raymond James Financial Inc. | 7,414 | $443K | 0.0% | N/A | 0.232% | |
| 2/6/2025 | Sonoma Private Wealth LLC | 8,815 | $527K | 0.9% | +2.7% | 0.275% | |
| 2/5/2025 | Bailard Inc. | 63,086 | $3.77M | 0.1% | +3.7% | 1.971% | |
| 2/5/2025 | Impact Investors Inc | 9,244 | $552K | 0.4% | N/A | 0.289% | |
| 1/31/2025 | Global Retirement Partners LLC | 1,588 | $95K | 0.0% | +30.4% | 0.050% | |
| 1/30/2025 | Walkner Condon Financial Advisors LLC | 11,419 | $682K | 0.1% | +20.3% | 0.357% | |
| 1/22/2025 | PFG Investments LLC | 43,269 | $2.59M | 0.2% | -1.4% | 1.352% | |
| 1/16/2025 | Mechanics Bank Trust Department | 4,040 | $241K | 0.0% | -4.2% | 0.126% | |
| 1/15/2025 | First Pacific Financial | 30,830 | $1.84M | 0.4% | +66.5% | 0.963% | |
| 1/13/2025 | Tsfg LLC | 1,200 | $72K | 0.0% | N/A | 0.038% | |
| 1/7/2025 | Stonehearth Capital Management LLC | 38,159 | $2.28M | 0.9% | -3.7% | 1.192% | |
| 11/15/2024 | SGL Investment Advisors Inc. | 6,044 | $374K | 0.2% | N/A | 0.189% | |
| 11/15/2024 | Jane Street Group LLC | 5,459 | $327K | 0.0% | N/A | 0.171% | |
| 11/13/2024 | D.A. Davidson & CO. | 4,858 | $291K | 0.0% | -4.5% | 0.152% | |
| 11/5/2024 | Harbour Investments Inc. | 59,501 | $3.57M | 0.1% | +5.3% | 1.859% | |
| 10/31/2024 | Walkner Condon Financial Advisors LLC | 9,494 | $569K | 0.1% | N/A | 0.297% | |
| 10/24/2024 | PFG Investments LLC | 43,868 | $2.63M | 0.2% | +9.5% | 1.371% | |
| 10/22/2024 | Private Advisor Group LLC | 4,403 | $264K | 0.0% | N/A | 0.138% | |
| 10/22/2024 | Financial Insights Inc. | 42,936 | $2.57M | 0.8% | +4.8% | 1.342% | |
| 10/17/2024 | Sonoma Private Wealth LLC | 8,580 | $514K | 0.8% | -36.8% | 0.268% | |
| 10/15/2024 | First Pacific Financial | 18,521 | $1.11M | 0.3% | N/A | 0.579% | |
| 10/2/2024 | Stonehearth Capital Management LLC | 39,618 | $2.37M | 0.9% | +0.7% | 1.238% | |
| 9/5/2024 | Sanctuary Advisors LLC | 4,209 | $232K | 0.0% | N/A | 0.132% | |
| 8/30/2024 | Creekside Partners | 8,067 | $456K | 0.3% | N/A | 0.252% | |
| 8/12/2024 | WCG Wealth Advisors LLC | 28,984 | $1.64M | 0.1% | N/A | 0.906% | |
| 8/7/2024 | PFG Investments LLC | 40,077 | $2.26M | 0.2% | +0.7% | 1.252% | |
| 8/6/2024 | Caprock Group LLC | 4,014 | $227K | 0.0% | -14.8% | 0.125% | |
| 8/2/2024 | Allegheny Financial Group LTD | 16,680 | $942K | 0.3% | +61.7% | 0.521% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 21,442 | $1.21M | 0.0% | -31.4% | 0.670% | |
| 7/31/2024 | Wealth Alliance Advisory Group LLC | 7,200 | $407K | 0.1% | N/A | 0.225% | |
| 7/26/2024 | Harbour Investments Inc. | 56,497 | $3.19M | 0.1% | +3.6% | 1.766% | |
| 7/26/2024 | Bailard Inc. | 60,739 | $3.43M | 0.1% | N/A | 1.898% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 36,896 | $2.09M | 0.0% | -2.1% | 1.153% | |
| 7/16/2024 | ORG Partners LLC | 4,075 | $228K | 0.0% | N/A | 0.127% | |
| 7/16/2024 | Financial Insights Inc. | 40,955 | $2.31M | 0.6% | +4.9% | 1.280% | |
| 7/5/2024 | Stonehearth Capital Management LLC | 39,331 | $2.22M | 1.0% | N/A | 1.229% | |
| 5/7/2024 | Allegheny Financial Group LTD | 10,313 | $603K | 0.2% | -15.8% | 0.322% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 37,687 | $2.20M | 0.0% | N/A | 1.178% | |
| 4/30/2024 | Caprock Group LLC | 4,714 | $276K | 0.0% | N/A | 0.145% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 31,274 | $1.83M | 0.0% | -8.0% | 0.962% | |
| 4/26/2024 | Financial Insights Inc. | 39,032 | $2.28M | 0.7% | +1.5% | 1.201% | |
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| 4/24/2024 | 4Thought Financial Group Inc. | 1,509 | $88K | 0.1% | +31.6% | 0.046% | |
| 4/22/2024 | PFG Investments LLC | 39,801 | $2.33M | 0.1% | N/A | 1.225% | |
| 2/8/2024 | Allegheny Financial Group LTD | 12,241 | $681K | 0.2% | +5.6% | 0.365% | |
| 2/7/2024 | Ieq Capital LLC | 9,128 | $507K | 0.0% | -60.2% | 0.272% | |
| 2/7/2024 | Berger Financial Group Inc | 17,893 | $995K | 0.1% | -17.7% | 0.534% | |
| 2/7/2024 | Concourse Financial Group Securities Inc. | 2,731 | $152K | 0.0% | -22.5% | 0.082% | |
| 2/2/2024 | Bailard Inc. | 54,670 | $3.04M | 0.1% | -18.6% | 1.632% | |
| 1/25/2024 | Financial Insights Inc. | 38,451 | $2.14M | 0.7% | -4.9% | 1.148% | |
| 1/23/2024 | Advisory Alpha LLC | 7,761 | $432K | 0.0% | +14.6% | 0.232% | |
| 1/11/2024 | Mechanics Bank Trust Department | 4,215 | $234K | 0.0% | N/A | 0.126% | |
