| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 3,700 | $217K | 0.0% | N/A | 0.095% | |
| 2/17/2025 | Citadel Advisors LLC | 9,979 | $585K | 0.0% | +190.9% | 0.249% | |
| 2/17/2025 | Bank of America Corp DE | 56,504 | $3.32M | 0.0% | +1.5% | 1.413% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 23,539 | $1.38M | 0.0% | -7.4% | 0.588% | |
| 2/14/2025 | Comerica Bank | 713 | $42K | 0.0% | -28.6% | 0.018% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 3,860 | $226K | 0.0% | N/A | 0.097% | |
| 2/13/2025 | Adams Wealth Management | 48,702 | $2.86M | 0.5% | +12.7% | 1.218% | |
| 2/13/2025 | Mariner LLC | 8,890 | $522K | 0.0% | +2.7% | 0.222% | |
| 2/13/2025 | Raymond James Financial Inc. | 33,651 | $1.97M | 0.0% | N/A | 0.841% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 3,944 | $231K | 0.0% | N/A | 0.099% | |
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| 2/13/2025 | Wells Fargo & Company MN | 66,583 | $3.91M | 0.0% | +0.9% | 1.665% | |
| 2/11/2025 | Richwood Investment Advisors LLC | 11,719 | $687K | 0.6% | -3.9% | 0.293% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 34,429 | $2.02M | 0.0% | +6.7% | 0.861% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 53,507 | $3.14M | 0.0% | +5.3% | 1.338% | |
| 2/7/2025 | New Insight Wealth Advisors | 7,820 | $459K | 0.2% | -2.3% | 0.196% | |
| 2/6/2025 | Opulen Financial Group LLC | 8,374 | $491K | 0.4% | N/A | 0.209% | |
| 2/6/2025 | Raymond James Financial Inc. | 33,651 | $1.97M | 0.0% | N/A | 0.841% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 5,082 | $298K | 0.0% | +10.7% | 0.127% | |
| 2/6/2025 | Jones Financial Companies Lllp | 1,783 | $105K | 0.0% | +63.1% | 0.045% | |
| 2/3/2025 | Private Advisor Group LLC | 8,284 | $486K | 0.0% | -4.6% | 0.207% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 65,458 | $3.84M | 0.0% | +0.9% | 1.636% | |
| 1/30/2025 | Principal Securities Inc. | 1,196 | $70K | 0.0% | +187.5% | 0.030% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 38,856 | $2.28M | 0.1% | -1.7% | 0.971% | |
| 1/22/2025 | Jim Saulnier & Associates LLC | 10,403 | $610K | 0.5% | +29.0% | 0.260% | |
| 1/22/2025 | Apexium Financial LP | 5,240 | $307K | 0.0% | N/A | 0.131% | |
| 1/17/2025 | Goldstein Advisors LLC | 42,253 | $2.48M | 0.4% | +1.4% | 1.056% | |
| 1/15/2025 | Merit Financial Group LLC | 3,517 | $206K | 0.0% | -6.8% | 0.088% | |
| 1/15/2025 | Brand Asset Management Group Inc. | 28,943 | $1.70M | 0.7% | -1.6% | 0.724% | |
| 12/26/2024 | JPMorgan Chase & Co. | 10,675 | $626K | 0.0% | +1,358.3% | 0.267% | |
| 11/15/2024 | MML Investors Services LLC | 9,462 | $555K | 0.0% | +26.0% | 0.237% | |
| 11/13/2024 | FMR LLC | 6,649 | $390K | 0.0% | +13.8% | 0.166% | |
| 11/12/2024 | Jim Saulnier & Associates LLC | 8,064 | $473K | 0.5% | N/A | 0.202% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 3,959 | $232K | 0.0% | -40.9% | 0.099% | |
| 10/29/2024 | Key Financial Inc | 617 | $36K | 0.0% | +75.3% | 0.015% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 39,540 | $2.32M | 0.1% | -2.1% | 0.989% | |
| 10/25/2024 | Strategic Financial Planning Inc. | 3,580 | $210K | 0.1% | N/A | 0.090% | |
| 10/24/2024 | Goldstein Advisors LLC | 41,679 | $2.45M | 0.4% | +0.7% | 1.042% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 5,974 | $322K | 0.0% | +27.3% | 0.149% | |
| 8/16/2024 | Susquehanna International Group LLP | 64,818 | $3.49M | 0.0% | +32.0% | 1.620% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 25,430 | $1.37M | 0.0% | -1.1% | 0.636% | |
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| 7/31/2024 | Commonwealth Equity Services LLC | 34,989 | $1.89M | 0.0% | +6.4% | 0.875% | |
| 7/24/2024 | Goldstein Advisors LLC | 41,384 | $2.23M | 0.4% | +4.0% | 1.035% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 64,198 | $3.46M | 0.0% | +1.4% | 1.605% | |
| 7/20/2024 | Brand Asset Management Group Inc. | 30,585 | $1.65M | 0.7% | -3.7% | 0.765% | |
| 5/20/2024 | Adams Wealth Management | 41,924 | $2.36M | 0.6% | N/A | 1.048% | |
| 5/17/2024 | Comerica Bank | 999 | $56K | 0.0% | +64.0% | 0.025% | |
| 5/9/2024 | New Insight Wealth Advisors | 7,911 | $445K | 0.3% | +2.9% | 0.195% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 46,372 | $2.61M | 0.0% | -75.4% | 1.145% | |
| 5/6/2024 | Mittelman Wealth Management | 45,445 | $2.56M | 1.7% | N/A | 1.122% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 32,876 | $1.85M | 0.0% | -5.8% | 0.812% | |
| 4/22/2024 | Strategic Financial Planning Inc. | 3,580 | $201K | 0.2% | N/A | 0.088% | |
| 4/16/2024 | Trifecta Capital Advisors LLC | 1,276 | $72K | 0.0% | N/A | 0.032% | |
| 4/15/2024 | Flagstar Advisors Inc. | 6,578 | $370K | 0.1% | -8.8% | 0.162% | |
| 2/12/2024 | Goldstein Advisors LLC | 40,116 | $2.15M | 0.4% | -2.7% | 0.944% | |
| 2/9/2024 | Corient Private Wealth LLC | 19,328 | $1.04M | 0.0% | +2.0% | 0.455% | |
| 2/9/2024 | Gladstone Institutional Advisory LLC | 43,086 | $2.31M | 0.1% | +2.5% | 1.014% | |
| 2/8/2024 | Beacon Pointe Advisors LLC | 3,860 | $207K | 0.0% | N/A | 0.091% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 188,879 | $10.13M | 0.1% | +2.7% | 4.444% | |
| 2/6/2024 | Private Advisor Group LLC | 8,683 | $465K | 0.0% | -4.8% | 0.204% | |
| 2/6/2024 | Merit Financial Group LLC | 3,752 | $201K | 0.0% | N/A | 0.088% | |
| 2/5/2024 | Choreo LLC | 24,426 | $1.31M | 0.0% | +0.9% | 0.575% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 62,920 | $3.37M | 0.0% | -0.6% | 1.480% | |
| 1/31/2024 | Continuum Wealth Advisors LLC | 4,116 | $221K | 0.1% | N/A | 0.097% | |
| 1/22/2024 | Brand Asset Management Group Inc. | 34,024 | $1.82M | 0.8% | +5.8% | 0.801% | |
| 1/19/2024 | Flagstar Advisors Inc. | 7,209 | $386K | 0.1% | +11.2% | 0.170% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 13,653 | $732K | 0.0% | -5.4% | 0.321% | |
| 1/16/2024 | Raymond James & Associates | 10,673 | $572K | 0.0% | -9.9% | 0.251% | |
| 11/13/2023 | LPL Financial LLC | 132,823 | $6.25M | 0.0% | -2.1% | 3.125% | |
| 11/13/2023 | Kestra Advisory Services LLC | 7,825 | $368K | 0.0% | +3.0% | 0.184% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 63,312 | $2.98M | 0.0% | +2.2% | 1.490% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 183,838 | $8.66M | 0.1% | -0.3% | 4.326% | |
| 11/4/2023 | NBC Securities Inc. | 2,270 | $106K | 0.0% | N/A | 0.053% | |
| 11/3/2023 | Private Advisor Group LLC | 9,122 | $429K | 0.0% | -4.6% | 0.215% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 9,398 | $442K | 0.0% | -8.7% | 0.221% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 24,076 | $1.13M | 0.0% | -1.2% | 0.566% | |
| 10/18/2023 | Goldstein Advisors LLC | 41,210 | $1.94M | 0.4% | -0.6% | 0.970% | |
| 10/18/2023 | Flagstar Advisors Inc. | 6,485 | $307K | 0.1% | -16.5% | 0.153% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 61,945 | $3.08M | 0.0% | +2.2% | 1.458% | |
| 8/2/2023 | Perigon Wealth Management LLC | 10,816 | $538K | 0.0% | N/A | 0.254% | |
| 7/31/2023 | LPL Financial LLC | 135,692 | $6.75M | 0.0% | +7.4% | 3.193% | |
| 7/27/2023 | Continuum Wealth Advisors LLC | 4,116 | $205K | 0.1% | N/A | 0.097% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 14,484 | $720K | 0.0% | +57.3% | 0.341% | |
| 7/25/2023 | Raymond James & Associates | 11,672 | $580K | 0.0% | +3.9% | 0.275% | |
| 7/21/2023 | Goldstein Advisors LLC | 41,459 | $2.06M | 0.4% | +2.3% | 0.976% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 10,289 | $512K | 0.0% | +5.1% | 0.242% | |
| 5/15/2023 | Gladstone Institutional Advisory LLC | 43,392 | $2.06M | 0.1% | -2.9% | 1.009% | |
| 5/11/2023 | EverSource Wealth Advisors LLC | 574 | $27K | 0.0% | N/A | 0.013% | |
| 5/10/2023 | Private Advisor Group LLC | 9,562 | $453K | 0.0% | N/A | 0.222% | |
| 5/10/2023 | Flagstar Advisors Inc. | 7,829 | $371K | 0.1% | -12.0% | 0.182% | |
| 5/10/2023 | LPL Financial LLC | 126,378 | $5.99M | 0.0% | +39.2% | 2.939% | |
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| 5/9/2023 | Goldstein Advisors LLC | 40,534 | $1.92M | 0.4% | -0.6% | 0.943% | |
| 5/3/2023 | Adams Wealth Management | 28,769 | $1.36M | 0.4% | N/A | 0.669% | |
| 4/28/2023 | Avantax Advisory Services Inc. | 184,100 | $8.73M | 0.1% | +0.3% | 4.281% | |
| 4/14/2023 | Raymond James & Associates | 11,236 | $533K | 0.0% | -6.8% | 0.261% | |
| 2/13/2023 | Choreo LLC | 24,051 | $1.10M | 0.1% | +1.0% | 0.559% | |
| 2/10/2023 | Ipsen Advisor Group LLC | 8,648 | $394K | 0.5% | N/A | 0.201% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 9,013 | $411K | 0.0% | -2.9% | 0.210% | |
| 2/8/2023 | UBS Group AG | 66,408 | $3.03M | 0.0% | +58.1% | 1.544% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 9,916 | $452K | 0.0% | +2.2% | 0.231% | |
| 2/8/2023 | Sanford Advisory Services LLC | 26,401 | $1.20M | 0.3% | +13.3% | 0.614% | |
