| 2/28/2025 | Park Square Financial Group LLC | 562 | $38K | 0.0% | N/A | 0.020% | |
| 2/17/2025 | Two Sigma Investments LP | 14,500 | $988K | 0.0% | +314.3% | 0.507% | |
| 2/17/2025 | Citadel Advisors LLC | 41,024 | $2.80M | 0.0% | N/A | 1.434% | |
| 2/17/2025 | Baird Financial Group Inc. | 133,671 | $9.11M | 0.0% | -22.6% | 4.674% | |
| 2/17/2025 | Bank of America Corp DE | 24,544 | $1.67M | 0.0% | -1.0% | 0.858% | |
| 2/14/2025 | Susquehanna International Group LLP | 35,952 | $2.45M | 0.0% | +28.1% | 1.257% | |
| 2/14/2025 | Stifel Financial Corp | 20,184 | $1.38M | 0.0% | +100.9% | 0.706% | |
| 2/13/2025 | Raymond James Financial Inc. | 38,621 | $2.63M | 0.0% | N/A | 1.350% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 5,518 | $376K | 0.0% | +6.1% | 0.193% | |
| 2/13/2025 | Wells Fargo & Company MN | 70,139 | $4.78M | 0.0% | -37.3% | 2.452% | |
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| 2/12/2025 | WESCAP Management Group Inc. | 23,085 | $1.57M | 0.4% | +11.7% | 0.807% | |
| 2/12/2025 | Ausdal Financial Partners Inc. | 8,091 | $551K | 0.0% | -14.2% | 0.283% | |
| 2/11/2025 | LPL Financial LLC | 167,123 | $11.39M | 0.0% | +35.4% | 5.843% | |
| 2/11/2025 | Virtu Financial LLC | 37,318 | $2.54M | 0.1% | N/A | 1.305% | |
| 2/7/2025 | HighTower Advisors LLC | 5,948 | $405K | 0.0% | -4.9% | 0.208% | |
| 2/7/2025 | Johnson Investment Counsel Inc. | 851 | $58K | 0.0% | N/A | 0.030% | |
| 2/7/2025 | Kendall Capital Management | 22,167 | $1.51M | 0.4% | +1.2% | 0.775% | |
| 2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 8,737 | $596K | 0.1% | -12.9% | 0.305% | |
| 2/6/2025 | Raymond James Financial Inc. | 38,621 | $2.63M | 0.0% | N/A | 1.350% | |
| 2/6/2025 | Jones Financial Companies Lllp | 6,518 | $444K | 0.0% | +21.9% | 0.228% | |
| 2/4/2025 | Horizon Advisory Services Inc. | 4,127 | $281K | 0.2% | -98.7% | 0.144% | |
| 2/4/2025 | Allodium Investment Consultants LLC | 3,403 | $232K | 0.2% | N/A | 0.119% | |
| 2/3/2025 | Camelot Portfolios LLC | 16,681 | $1.14M | 1.2% | -4.9% | 0.583% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 18,233 | $1.24M | 0.0% | +7.7% | 0.638% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 5,367 | $366K | 0.0% | -7.1% | 0.188% | |
| 1/30/2025 | Allworth Financial LP | 14,502 | $1.02M | 0.0% | -6.0% | 0.507% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 365,804 | $24.93M | 0.0% | +6,229.9% | 12.790% | |
| 1/24/2025 | Chicago Partners Investment Group LLC | 187,715 | $12.59M | 0.4% | +1.1% | 6.563% | |
| 1/23/2025 | Fifth Third Securities Inc. | 7,009 | $478K | 0.0% | +25.8% | 0.245% | |
| 1/22/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 31,638 | $2.16M | 0.1% | -1.3% | 1.106% | |
| 1/17/2025 | Arkansas Financial Group Inc. | 150,610 | $10.27M | 1.7% | +2.6% | 5.266% | |
| 1/13/2025 | Noble Family Wealth LLC | 19,405 | $1.32M | 0.4% | -2.9% | 0.678% | |
| 1/13/2025 | Envision Financial LLC | 17,091 | $1.17M | 0.9% | N/A | 0.598% | |
| 11/15/2024 | WESCAP Management Group Inc. | 20,671 | $1.33M | 0.3% | -4.2% | 0.723% | |
| 11/15/2024 | Stifel Financial Corp | 10,047 | $644K | 0.0% | +8.2% | 0.351% | |
| 11/13/2024 | FMR LLC | 465 | $30K | 0.0% | +225.2% | 0.016% | |
| 11/13/2024 | Brown Brothers Harriman & Co. | 4,700 | $301K | 0.0% | N/A | 0.164% | |
| 11/12/2024 | Larson Financial Group LLC | 954 | $61K | 0.0% | -30.8% | 0.033% | |
| 11/4/2024 | Noble Family Wealth LLC | 19,986 | $1.28M | 0.3% | -9.5% | 0.699% | |
| 10/29/2024 | Chicago Partners Investment Group LLC | 185,700 | $11.93M | 0.4% | +2.2% | 6.493% | |
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| 10/24/2024 | Smithbridge Asset Management Inc. DE | 48,552 | $3.11M | 0.5% | -3.2% | 1.698% | |
| 10/24/2024 | Gemmer Asset Management LLC | 4,689 | $301K | 0.0% | -10.5% | 0.164% | |
| 10/23/2024 | Allworth Financial LP | 15,432 | $989K | 0.0% | -7.6% | 0.540% | |
| 10/22/2024 | International Assets Investment Management LLC | 92,374 | $59.21M | 0.0% | +6,310.4% | 3.230% | |
| 10/9/2024 | Pacific Sun Financial Corp | 8,205 | $526K | 0.3% | -4.1% | 0.287% | |
| 10/8/2024 | Marquette Asset Management LLC | 108,200 | $6.94M | 1.1% | +0.4% | 3.783% | |
| 10/5/2024 | Arkansas Financial Group Inc. | 146,768 | $9.41M | 1.4% | +16.4% | 5.132% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 9,277 | $556K | 0.0% | +178.6% | 0.324% | |
| 8/8/2024 | WESCAP Management Group Inc. | 21,582 | $1.29M | 0.4% | -4.1% | 0.755% | |
| 8/6/2024 | Strategic Financial Concepts LLC | 387,521 | $232K | 0.0% | +7,220.0% | 13.550% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 15,968 | $957K | 0.0% | -9.2% | 0.558% | |
| 7/31/2024 | Rothschild Investment LLC | 550 | $33K | 0.0% | N/A | 0.019% | |
| 7/30/2024 | International Assets Investment Management LLC | 1,441 | $86K | 0.0% | N/A | 0.050% | |
| 7/27/2024 | HB Wealth Management LLC | 45,000 | $2.70M | 0.0% | +28.6% | 1.573% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 16,783 | $1.01M | 0.0% | +2.3% | 0.587% | |
| 7/19/2024 | Smithbridge Asset Management Inc. DE | 50,142 | $3.01M | 0.6% | -3.3% | 1.753% | |
| 7/16/2024 | Gemmer Asset Management LLC | 5,242 | $314K | 0.0% | N/A | 0.183% | |
| 7/16/2024 | Noble Family Wealth LLC | 22,088 | $1.32M | 0.4% | -8.0% | 0.772% | |
| 7/15/2024 | Fifth Third Securities Inc. | 5,570 | $334K | 0.0% | N/A | 0.195% | |
| 5/17/2024 | Comerica Bank | 579 | $36K | 0.0% | -34.7% | 0.020% | |
| 5/9/2024 | Camelot Portfolios LLC | 19,133 | $1.20M | 1.2% | -22.0% | 0.669% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 37,613 | $2.36M | 0.1% | -14.0% | 1.315% | |
| 5/7/2024 | Marquette Asset Management LLC | 103,807 | $6.52M | 1.1% | +1.6% | 3.630% | |
| 5/3/2024 | Smithbridge Asset Management Inc. DE | 51,838 | $3.25M | 0.7% | +195.5% | 1.813% | |
| 4/30/2024 | Hartline Investment Corp | 10,050 | $631K | 0.1% | N/A | 0.351% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 17,595 | $1.10M | 0.0% | +4.6% | 0.615% | |
| 4/29/2024 | Horizon Advisory Services Inc. | 315,015 | $19.77M | 9.2% | N/A | 11.015% | |
| 4/26/2024 | Chicago Partners Investment Group LLC | 176,828 | $10.65M | 0.5% | +4.3% | 6.183% | |
| 4/22/2024 | Strategic Financial Concepts LLC | 5,294 | $332K | 0.1% | N/A | 0.185% | |
| 4/16/2024 | Noble Family Wealth LLC | 23,999 | $1.51M | 0.4% | -13.6% | 0.870% | |
| 4/16/2024 | Arkansas Financial Group Inc. | 94,332 | $5.92M | 1.0% | +5.7% | 3.418% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 402 | $25K | 0.0% | N/A | 0.015% | |
| 2/26/2024 | Virtu Financial LLC | 9,778 | $600K | 0.0% | +53.3% | 0.354% | |
| 2/23/2024 | Arkansas Financial Group Inc. | 89,253 | $5.48M | 1.0% | +79.4% | 3.234% | |
| 2/23/2024 | Chicago Partners Investment Group LLC | 169,538 | $10.03M | 0.5% | +6.0% | 6.143% | |
| 2/16/2024 | Aspect Partners LLC | 2,489 | $153K | 0.1% | N/A | 0.090% | |
| 2/14/2024 | Woodward Diversified Capital LLC | 3,349 | $205K | 0.1% | N/A | 0.121% | |
| 2/8/2024 | Kingsview Wealth Management LLC | 3,719 | $228K | 0.0% | -57.6% | 0.135% | |
| 2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 43,737 | $2.68M | 0.1% | -3.6% | 1.585% | |
| 2/6/2024 | WESCAP Management Group Inc. | 22,990 | $1.41M | 0.5% | -4.5% | 0.833% | |
| 2/2/2024 | Marquette Asset Management LLC | 102,167 | $6.27M | 1.2% | +5.0% | 3.702% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 16,070 | $986K | 0.0% | +9.0% | 0.582% | |
| 1/26/2024 | Kendall Capital Management | 15,924 | $977K | 0.4% | N/A | 0.577% | |
| 1/25/2024 | International Assets Investment Management LLC | 93,421 | $5.73M | 0.0% | N/A | 3.385% | |
| 1/24/2024 | International Assets Investment Management LLC | 93,421 | $5.73M | 0.0% | N/A | 3.385% | |
| 1/23/2024 | Camelot Portfolios LLC | 24,514 | $1.50M | 0.9% | +14.8% | 0.888% | |
| 1/19/2024 | Wagner Wealth Management LLC | 6,187 | $380K | 0.1% | -12.3% | 0.224% | |
| 1/18/2024 | Noble Family Wealth LLC | 27,771 | $1.70M | 0.5% | -1.6% | 1.006% | |
| 1/16/2024 | HB Wealth Management LLC | 35,000 | $2.15M | 0.0% | +40.0% | 1.268% | |
| 1/11/2024 | Naples Global Advisors LLC | 3,650 | $224K | 0.0% | N/A | 0.132% | |
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| 11/13/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 8,467 | $464K | 0.1% | -5.0% | 0.307% | |
| 11/13/2023 | LPL Financial LLC | 110,004 | $6.03M | 0.0% | -1.6% | 3.986% | |
| 11/8/2023 | HighTower Advisors LLC | 6,922 | $377K | 0.0% | -3.0% | 0.251% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 14,749 | $808K | 0.0% | +5.8% | 0.534% | |
| 11/8/2023 | Strategic Financial Concepts LLC | 4,799 | $263K | 0.1% | N/A | 0.174% | |
| 11/7/2023 | Kingsview Wealth Management LLC | 8,769 | $480K | 0.0% | N/A | 0.318% | |
| 11/3/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 45,367 | $2.49M | 0.1% | -2.5% | 1.644% | |
| 10/27/2023 | Marquette Asset Management LLC | 97,310 | $5.33M | 1.3% | +13.6% | 3.526% | |
| 10/26/2023 | Chicago Partners Investment Group LLC | 159,957 | $8.34M | 0.4% | +3.9% | 5.796% | |
| 10/25/2023 | Arkansas Financial Group Inc. | 49,746 | $2.73M | 0.6% | +42.0% | 1.802% | |
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