| 8/1/2025 | Envestnet Asset Management Inc. | 209,197 | $5.76M | 0.0% | -4.9% | 0.707% | |
| 7/30/2025 | LifeWealth Investments LLC | 27,700 | $763K | 0.2% | +11.2% | 0.094% | |
| 7/30/2025 | D.A. Davidson & CO. | 54,107 | $1.49M | 0.0% | +58.3% | 0.183% | |
| 7/30/2025 | IMG Wealth Management Inc. | 139,946 | $3.85M | 3.0% | +16,660.0% | 0.473% | |
| 7/29/2025 | Cottonwood Capital Advisors LLC | 34,455 | $949K | 0.6% | -1.1% | 0.116% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 15,986 | $440K | 0.0% | +8.6% | 0.054% | |
| 7/29/2025 | Creekside Partners | 114,542 | $3.15M | 1.5% | +0.8% | 0.387% | |
| 7/28/2025 | ForthRight Wealth Management LLC | 176,385 | $4.86M | 1.5% | +20.6% | 0.596% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 7,709 | $214K | 0.0% | N/A | 0.026% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 35,735 | $984K | 0.0% | +17.3% | 0.121% | |
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| 7/23/2025 | RiverTree Advisors LLC | 54,358 | $1.50M | 1.0% | N/A | 0.184% | |
| 7/23/2025 | Tcfg Wealth Management LLC | 42,392 | $1.17M | 0.5% | -1.0% | 0.143% | |
| 7/23/2025 | Trueblood Wealth Management LLC | 82,346 | $2.27M | 0.9% | +11.3% | 0.278% | |
| 7/22/2025 | Simplicity Wealth LLC | 26,476 | $729K | 0.0% | +60.6% | 0.089% | |
| 7/18/2025 | B.O.S.S. Retirement Advisors LLC | 93,417 | $2.57M | 0.6% | -13.0% | 0.316% | |
| 7/18/2025 | Lynx Investment Advisory | 150,205 | $4.14M | 2.7% | -8.5% | 0.507% | |
| 7/18/2025 | Truist Financial Corp | 28,155 | $775K | 0.0% | -6.9% | 0.095% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 447,827 | $12.33M | 0.0% | +133.8% | 1.513% | |
| 7/16/2025 | Twelve Points Wealth Management LLC | 110,814 | $3.05M | 0.8% | +2.4% | 0.374% | |
| 7/16/2025 | Novem Group | 7,500 | $207K | 0.0% | N/A | 0.025% | |
| 7/16/2025 | Owen LaRue LLC | 101,700 | $2.80M | 1.2% | N/A | 0.344% | |
| 7/15/2025 | Retirement Guys Formula LLC | 11,778 | $324K | 0.1% | -4.7% | 0.040% | |
| 7/11/2025 | Farther Finance Advisors LLC | 17,001 | $468K | 0.0% | +6.3% | 0.057% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 18,395 | $512K | 0.0% | -5.7% | 0.062% | |
| 7/1/2025 | Park National Corp OH | 468,517 | $12.90M | 0.4% | +8.9% | 1.607% | |
| 6/16/2025 | Lynx Investment Advisory | 164,183 | $3.97M | 2.6% | -5.1% | 0.591% | |
| 5/19/2025 | Jane Street Group LLC | 8,891 | $215K | 0.0% | -94.5% | 0.034% | |
| 5/16/2025 | Jones Financial Companies Lllp | 14,439 | $349K | 0.0% | -25.5% | 0.059% | |
| 5/16/2025 | Rockport Wealth LLC | 21,654 | $524K | 0.2% | +14.2% | 0.088% | |
| 5/15/2025 | Royal Bank of Canada | 209,384 | $5.07M | 0.0% | -29.8% | 0.849% | |
| 5/15/2025 | Baird Financial Group Inc. | 100,634 | $2.44M | 0.0% | -0.6% | 0.408% | |
| 5/15/2025 | OLD Mission Capital LLC | 78,455 | $1.90M | 0.0% | N/A | 0.318% | |
| 5/15/2025 | Mission Creek Capital Partners Inc. | 58,938 | $1.43M | 0.3% | -2.9% | 0.239% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 89,728 | $2.17M | 0.0% | -15.6% | 0.364% | |
| 5/14/2025 | Kestra Advisory Services LLC | 54,132 | $1.31M | 0.0% | -2.8% | 0.220% | |
| 5/13/2025 | Raymond James Financial Inc. | 220,131 | $5.33M | 0.0% | -1.1% | 0.893% | |
| 5/13/2025 | DDFG Inc | 24,069 | $582K | 0.2% | -2.8% | 0.098% | |
| 5/13/2025 | HighTower Advisors LLC | 25,715 | $622K | 0.0% | -5.8% | 0.104% | |
| 5/12/2025 | Benjamin Edwards Inc. | 19,217 | $465K | 0.0% | +43.4% | 0.078% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 181,710 | $4.40M | 0.0% | -0.4% | 0.737% | |
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| 5/8/2025 | Harbour Investments Inc. | 11,816 | $286K | 0.0% | -11.9% | 0.048% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 12,347 | $299K | 0.0% | -26.9% | 0.050% | |
| 5/7/2025 | LPL Financial LLC | 1,886,889 | $45.66M | 0.0% | +17.2% | 7.655% | |
| 5/6/2025 | Cetera Investment Advisers | 66,984 | $1.62M | 0.0% | -8.7% | 0.272% | |
| 5/6/2025 | AE Wealth Management LLC | 921,844 | $22.31M | 0.2% | +0.7% | 3.740% | |
| 5/5/2025 | Private Advisor Group LLC | 10,486 | $254K | 0.0% | -9.4% | 0.043% | |
| 5/2/2025 | Sigma Planning Corp | 49,864 | $1.21M | 0.0% | +23.9% | 0.202% | |
| 5/1/2025 | CWM LLC | 1,081 | $26K | 0.0% | -43.8% | 0.004% | |
| 5/1/2025 | Park Square Financial Group LLC | 11,209 | $271K | 0.2% | +7.0% | 0.045% | |
| 4/30/2025 | Twelve Points Wealth Management LLC | 108,184 | $2.62M | 0.7% | -2.8% | 0.439% | |
| 4/30/2025 | Slagle Financial LLC | 10,291 | $249K | 0.1% | -5.1% | 0.042% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 14,725 | $356K | 0.0% | +4.2% | 0.060% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 9,119 | $221K | 0.0% | -14.0% | 0.037% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 219,920 | $5.32M | 0.0% | -1.8% | 0.892% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 24,395 | $590K | 0.1% | -8.6% | 0.099% | |
| 4/29/2025 | SMART Wealth LLC | 109,113 | $2.64M | 0.9% | +4.9% | 0.443% | |
| 4/28/2025 | D.A. Davidson & CO. | 34,175 | $827K | 0.0% | +22.7% | 0.139% | |
| 4/28/2025 | Private Trust Co. NA | 15,525 | $376K | 0.0% | +41.8% | 0.063% | |
| 4/25/2025 | WealthBridge Capital Management LLC | 54,340 | $1.32M | 0.4% | +14.9% | 0.221% | |
| 4/24/2025 | Elevated Capital Advisors LLC | 52,634 | $1.27M | 0.4% | -8.3% | 0.214% | |
| 4/23/2025 | Cottonwood Capital Advisors LLC | 34,825 | $843K | 0.6% | +4.6% | 0.142% | |
| 4/21/2025 | ORG Partners LLC | 9,481 | $230K | 0.1% | -38.8% | 0.039% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 8,670 | $210K | 0.0% | N/A | 0.035% | |
| 4/21/2025 | LifeWealth Investments LLC | 24,899 | $603K | 0.2% | +59.1% | 0.101% | |
| 4/18/2025 | Global Trust Asset Management LLC | 2,980 | $72K | 0.0% | -14.4% | 0.012% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 191,530 | $4.64M | 0.0% | +57.0% | 0.780% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 19,505 | $472K | 0.0% | +38.7% | 0.079% | |
| 4/15/2025 | ForthRight Wealth Management LLC | 146,238 | $3.54M | 1.2% | +0.5% | 0.596% | |
| 4/15/2025 | Trueblood Wealth Management LLC | 73,977 | $1.79M | 0.8% | +14.4% | 0.301% | |
| 4/15/2025 | Simplicity Wealth LLC | 16,481 | $399K | 0.0% | N/A | 0.067% | |
| 4/14/2025 | Farther Finance Advisors LLC | 15,987 | $389K | 0.0% | +472.2% | 0.065% | |
| 4/11/2025 | Intellectus Partners LLC | 28,427 | $688K | 0.2% | +26.9% | 0.116% | |
| 4/10/2025 | Matrix Trust Co | 13,739 | $332K | 0.1% | +28.4% | 0.056% | |
| 4/9/2025 | NBC Securities Inc. | 13,482 | $326K | 0.0% | +103,607.7% | 0.055% | |
| 4/2/2025 | Park National Corp OH | 430,153 | $10.41M | 0.4% | +2.3% | 1.745% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 14,060 | $313K | 0.0% | N/A | 0.057% | |
| 2/28/2025 | Park Square Financial Group LLC | 10,476 | $233K | 0.2% | N/A | 0.043% | |
| 2/26/2025 | LifeWealth Investments LLC | 15,653 | $348K | 0.2% | N/A | 0.065% | |
| 2/17/2025 | Waverly Advisors LLC | 28,267 | $629K | 0.0% | +2.2% | 0.117% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 9,302 | $207K | 0.0% | -19.0% | 0.039% | |
| 2/17/2025 | Cetera Investment Advisers | 73,375 | $1.63M | 0.0% | -23.6% | 0.304% | |
| 2/17/2025 | Baird Financial Group Inc. | 101,286 | $2.25M | 0.0% | -2.9% | 0.420% | |
| 2/17/2025 | Bank of America Corp DE | 483,867 | $10.76M | 0.0% | +12.6% | 2.008% | |
| 2/17/2025 | Benjamin Edwards Inc. | 13,404 | $298K | 0.0% | +5.0% | 0.056% | |
| 2/17/2025 | Ameriprise Financial Inc. | 381,002 | $8.47M | 0.0% | -53.8% | 1.581% | |
| 2/14/2025 | Jane Street Group LLC | 162,024 | $3.60M | 0.0% | N/A | 0.672% | |
| 2/14/2025 | Talon Private Wealth LLC | 26,345 | $586K | 0.2% | N/A | 0.109% | |
| 2/14/2025 | Comerica Bank | 19,821 | $441K | 0.0% | -11.4% | 0.082% | |
| 2/14/2025 | Mission Creek Capital Partners Inc. | 60,692 | $1.35M | 0.3% | +1.1% | 0.252% | |
| 2/14/2025 | Harvest Investment Services LLC | 85,522 | $1.90M | 0.5% | +1.0% | 0.355% | |
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| 2/14/2025 | Susquehanna International Group LLP | 71,286 | $1.59M | 0.0% | N/A | 0.296% | |
| 2/14/2025 | Stifel Financial Corp | 82,262 | $1.83M | 0.0% | -2.0% | 0.341% | |
| 2/14/2025 | Transce3nd LLC | 4,228 | $94K | 0.0% | N/A | 0.018% | |
| 2/13/2025 | Mariner LLC | 13,966 | $311K | 0.0% | +46.2% | 0.058% | |
| 2/13/2025 | Raymond James Financial Inc. | 222,615 | $4.95M | 0.0% | N/A | 0.924% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 223,919 | $4.98M | 0.0% | -1.8% | 0.929% | |
| 2/13/2025 | Wells Fargo & Company MN | 1,927,220 | $42.86M | 0.0% | +35.9% | 7.997% | |
| 2/12/2025 | BlueChip Wealth Advisors LLC | 13,634 | $303K | 0.2% | -42.3% | 0.057% | |
| 2/11/2025 | Lynx Investment Advisory | 172,969 | $3.85M | 2.6% | +5.3% | 0.718% | |
| 2/11/2025 | LPL Financial LLC | 1,609,562 | $35.80M | 0.0% | +10.5% | 6.679% | |
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