| 2/17/2025 | Salus Financial Advisors LLC | 50,219 | $2.49M | 2.0% | N/A | 1.702% | |
| 2/17/2025 | Focus Partners Wealth | 640 | $32K | 0.0% | -97.0% | 0.022% | |
| 2/17/2025 | Citadel Advisors LLC | 40,500 | $2.01M | 0.0% | N/A | 1.373% | |
| 2/17/2025 | Bank of America Corp DE | 79,348 | $3.94M | 0.0% | -8.0% | 2.690% | |
| 2/17/2025 | Adapt Wealth Advisors LLC | 4,801 | $238K | 0.1% | N/A | 0.163% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 14,542 | $722K | 0.0% | -6.1% | 0.493% | |
| 2/14/2025 | Jane Street Group LLC | 8,178 | $406K | 0.0% | N/A | 0.277% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 5,965 | $297K | 0.0% | +30.0% | 0.202% | |
| 2/13/2025 | Regal Investment Advisors LLC | 77,098 | $3.83M | 0.3% | +2.7% | 2.613% | |
| 2/13/2025 | Raymond James Financial Inc. | 4,416 | $219K | 0.0% | N/A | 0.150% | |
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| 2/13/2025 | Envestnet Asset Management Inc. | 171,783 | $8.53M | 0.0% | -20.6% | 5.823% | |
| 2/13/2025 | Wells Fargo & Company MN | 507 | $25K | 0.0% | N/A | 0.017% | |
| 2/13/2025 | Islay Capital Management LLC | 8,872 | $440K | 0.3% | -3.3% | 0.301% | |
| 2/12/2025 | WealthTrak Capital Management LLC | 2,510 | $125K | 0.1% | N/A | 0.085% | |
| 2/12/2025 | JPMorgan Chase & Co. | 14,124 | $701K | 0.0% | +6.4% | 0.479% | |
| 2/11/2025 | LPL Financial LLC | 105,205 | $5.22M | 0.0% | +222.5% | 3.566% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 315,604 | $15.66M | 0.0% | +25.9% | 10.698% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 5,748 | $285K | 0.0% | -13.2% | 0.195% | |
| 2/6/2025 | Vestmark Advisory Solutions Inc. | 66,598 | $3.31M | 0.1% | +17.9% | 2.258% | |
| 2/6/2025 | Raymond James Financial Inc. | 4,416 | $219K | 0.0% | N/A | 0.150% | |
| 2/5/2025 | Advisor OS LLC | 7,893 | $392K | 0.0% | +11.3% | 0.268% | |
| 2/4/2025 | IFP Advisors Inc | 12,242 | $608K | 0.0% | +60.0% | 0.415% | |
| 1/30/2025 | Roxbury Financial LLC | 1,505 | $75K | 0.1% | N/A | 0.051% | |
| 1/29/2025 | Great Lakes Retirement Inc. | 26,080 | $1.30M | 0.2% | +2.7% | 0.884% | |
| 1/29/2025 | Soltis Investment Advisors LLC | 12,256 | $608K | 0.1% | -10.0% | 0.415% | |
| 1/29/2025 | Savant Capital LLC | 10,122 | $502K | 0.0% | +54.0% | 0.343% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 44,185 | $2.19M | 0.0% | -9.7% | 1.498% | |
| 1/23/2025 | Southern Capital Advisors LLC | 4,328 | $215K | 0.1% | N/A | 0.147% | |
| 1/23/2025 | Norris Perne & French LLP MI | 11,692 | $580K | 0.0% | +4.9% | 0.396% | |
| 1/21/2025 | GSB Wealth Management LLC | 34,817 | $1.73M | 0.4% | +4.9% | 1.180% | |
| 1/21/2025 | McGlone Suttner Wealth Management Inc. | 11,280 | $560K | 0.1% | +6.3% | 0.382% | |
| 1/16/2025 | Koshinski Asset Management Inc. | 10,079 | $500K | 0.0% | +12.5% | 0.342% | |
| 1/10/2025 | Wealth Enhancement Advisory Services LLC | 39,494 | $1.99M | 0.0% | +418.0% | 1.339% | |
| 1/3/2025 | Dentgroup LLC | 10,093 | $501K | 0.4% | -11.9% | 0.342% | |
| 12/26/2024 | JPMorgan Chase & Co. | 13,278 | $669K | 0.0% | +13.6% | 0.450% | |
| 11/15/2024 | MML Investors Services LLC | 19,903 | $1.00M | 0.0% | +8.3% | 0.675% | |
| 11/14/2024 | Flow Traders U.S. LLC | 30,317 | $1.53M | 0.1% | +77.3% | 1.028% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 12,103 | $612K | 0.0% | +27.5% | 0.410% | |
| 11/7/2024 | Sugar Maple Asset Management LLC | 6,992 | $352K | 0.3% | N/A | 0.237% | |
| 11/5/2024 | Apollon Wealth Management LLC | 8,014 | $404K | 0.0% | -20.9% | 0.272% | |
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| 10/28/2024 | Norris Perne & French LLP MI | 11,142 | $561K | 0.0% | +8.7% | 0.378% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 7,625 | $384K | 0.0% | N/A | 0.258% | |
| 10/23/2024 | Great Lakes Retirement Inc. | 25,403 | $1.28M | 0.2% | +936.4% | 0.861% | |
| 10/19/2024 | Compass Ion Advisors LLC | 3,980 | $200K | 0.0% | N/A | 0.135% | |
| 10/10/2024 | McGlone Suttner Wealth Management Inc. | 10,608 | $534K | 0.1% | -20.2% | 0.360% | |
| 10/10/2024 | Koshinski Asset Management Inc. | 8,957 | $451K | 0.0% | +10.2% | 0.304% | |
| 10/2/2024 | Dentgroup LLC | 11,456 | $577K | 0.4% | -2.3% | 0.388% | |
| 8/16/2024 | Regal Investment Advisors LLC | 72,696 | $3.57M | 0.2% | +3.1% | 2.464% | |
| 8/14/2024 | Bank of Montreal Can | 18,702 | $899K | 0.0% | N/A | 0.634% | |
| 8/12/2024 | Glass Jacobson Investment Advisors llc | 2,369 | $116K | 0.0% | -8.8% | 0.080% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 194,323 | $9.54M | 0.0% | +16.6% | 6.587% | |
| 8/6/2024 | Advisor OS LLC | 6,237 | $306K | 0.0% | -6.3% | 0.211% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 233,141 | $11.44M | 0.0% | -0.2% | 7.903% | |
| 7/25/2024 | Levy Wealth Management Group LLC | 31,782 | $1.56M | 0.4% | +10.3% | 1.077% | |
| 7/19/2024 | Hoylecohen LLC | 22,366 | $1.10M | 0.1% | -6.9% | 0.758% | |
| 7/19/2024 | McGlone Suttner Wealth Management Inc. | 13,289 | $654K | 0.2% | +3.9% | 0.450% | |
| 7/15/2024 | Dynamic Advisor Solutions LLC | 14,364 | $705K | 0.0% | +7.9% | 0.487% | |
| 7/8/2024 | Dentgroup LLC | 11,730 | $576K | 0.5% | N/A | 0.398% | |
| 5/10/2024 | Osaic Holdings Inc. | 158,266 | $7.77M | 0.0% | -7.4% | 5.365% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 8,863 | $435K | 0.0% | +44.7% | 0.300% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 8,349 | $409K | 0.0% | +47.4% | 0.283% | |
| 5/7/2024 | WNY Asset Management LLC | 15,285 | $750K | 0.1% | -8.9% | 0.518% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 7,828 | $384K | 0.0% | +4.4% | 0.265% | |
| 5/2/2024 | GSB Wealth Management LLC | 33,064 | $1.62M | 0.5% | +2.9% | 1.121% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 4,590 | $226K | 0.0% | -5.6% | 0.156% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 233,703 | $11.46M | 0.0% | -2.8% | 7.922% | |
| 4/19/2024 | Wealth Management Resources Inc. | 5,933 | $291K | 0.1% | -9.3% | 0.156% | |
| 4/16/2024 | Norris Perne & French LLP MI | 9,894 | $485K | 0.0% | -87.2% | 0.260% | |
| 2/21/2024 | WNY Asset Management LLC | 16,785 | $826K | 0.1% | +111.1% | 0.442% | |
| 2/9/2024 | Hoylecohen LLC | 24,021 | $1.18M | 0.1% | N/A | 0.632% | |
| 2/9/2024 | UBS Group AG | 235,044 | $11.56M | 0.0% | +16.8% | 6.185% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 5,663 | $279K | 0.0% | -22.6% | 0.149% | |
| 2/6/2024 | Apollon Wealth Management LLC | 11,628 | $572K | 0.0% | +9.4% | 0.306% | |
| 2/6/2024 | Lincoln National Corp | 7,105 | $350K | 0.0% | N/A | 0.187% | |
| 2/6/2024 | Vestmark Advisory Solutions Inc. | 30,655 | $1.51M | 0.1% | +210.9% | 0.807% | |
| 2/5/2024 | Islay Capital Management LLC | 23,095 | $1.14M | 0.9% | +95.7% | 0.608% | |
| 2/5/2024 | Kestra Private Wealth Services LLC | 135,246 | $6.65M | 0.2% | +2.6% | 3.559% | |
| 2/5/2024 | Greatmark Investment Partners Inc. | 6,200 | $305K | 0.0% | -39.4% | 0.163% | |
| 2/1/2024 | Sigma Planning Corp | 20,257 | $996K | 0.1% | -54.2% | 0.533% | |
| 1/29/2024 | Koshinski Asset Management Inc. | 6,123 | $301K | 0.0% | -10.0% | 0.161% | |
| 1/22/2024 | Norris Perne & French LLP MI | 77,220 | $3.80M | 0.3% | -1.6% | 2.032% | |
| 1/22/2024 | Glass Jacobson Investment Advisors llc | 2,596 | $128K | 0.1% | -25.1% | 0.068% | |
| 1/19/2024 | Wealth Management Resources Inc. | 6,543 | $322K | 0.2% | -63.7% | 0.172% | |
| 1/18/2024 | McGlone Suttner Wealth Management Inc. | 13,289 | $654K | 0.1% | -39.7% | 0.350% | |
| 1/17/2024 | OmniStar Financial Group Inc. | 11,369 | $559K | 0.7% | -3.4% | 0.299% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 6,269 | $308K | 0.0% | -88.9% | 0.165% | |
| 1/11/2024 | Dynamic Advisor Solutions LLC | 7,944 | $389K | 0.0% | +22.4% | 0.209% | |
| 12/14/2023 | WNY Asset Management LLC | 7,950 | $380K | 0.1% | N/A | 0.209% | |
| 12/11/2023 | Sunbelt Securities Inc. | 1,334 | $64K | 0.0% | -25.6% | 0.035% | |
| 11/14/2023 | Rehmann Capital Advisory Group | 9,331 | $446K | 0.0% | -17.5% | 0.246% | |
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| 11/13/2023 | GSB Wealth Management LLC | 32,583 | $1.56M | 0.5% | -3.0% | 0.857% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 290,941 | $13.91M | 0.0% | -2.8% | 7.656% | |
| 11/9/2023 | UBS Group AG | 201,158 | $9.62M | 0.0% | -41.4% | 5.294% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 11,960 | $572K | 0.0% | -40.5% | 0.315% | |
| 11/8/2023 | Greatmark Investment Partners Inc. | 10,230 | $489K | 0.1% | -45.8% | 0.269% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 7,320 | $350K | 0.0% | -10.9% | 0.193% | |
| 11/8/2023 | Kestra Private Wealth Services LLC | 131,788 | $6.30M | 0.2% | -17.0% | 3.468% | |
| 11/7/2023 | Community Financial Services Group LLC | 16,406 | $784K | 0.2% | N/A | 0.432% | |
| 11/7/2023 | OmniStar Financial Group Inc. | 11,767 | $563K | 0.7% | -2.1% | 0.310% | |
| 11/7/2023 | Glass Jacobson Investment Advisors llc | 3,466 | $166K | 0.1% | +6.6% | 0.091% | |
