| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 9,765 | $619K | 0.0% | +8.5% | 0.139% | |
| 2/17/2025 | Stuart Chaussee & Associates Inc. | 800 | $51K | 0.0% | N/A | 0.012% | |
| 2/17/2025 | Focus Partners Wealth | 58,197 | $3.69M | 0.0% | N/A | 0.837% | |
| 2/17/2025 | EP Wealth Advisors LLC | 38,395 | $2.44M | 0.0% | +11.4% | 0.552% | |
| 2/17/2025 | Cetera Investment Advisers | 41,557 | $2.64M | 0.0% | +0.9% | 0.598% | |
| 2/17/2025 | Captrust Financial Advisors | 40,270 | $2.55M | 0.0% | +23.5% | 0.579% | |
| 2/17/2025 | Bank of America Corp DE | 156,302 | $9.91M | 0.0% | +0.5% | 2.249% | |
| 2/17/2025 | Ameriprise Financial Inc. | 38,566 | $2.45M | 0.0% | +2.0% | 0.555% | |
| 2/14/2025 | Prosperity Consulting Group LLC | 46,664 | $2.96M | 0.2% | -2.0% | 0.671% | |
| 2/14/2025 | IHT Wealth Management LLC | 27,059 | $1.72M | 0.1% | -33.0% | 0.389% | |
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| 2/14/2025 | Stifel Financial Corp | 3,691 | $234K | 0.0% | N/A | 0.053% | |
| 2/13/2025 | Mariner LLC | 11,976 | $759K | 0.0% | -26.6% | 0.172% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 8,735 | $554K | 0.0% | -7.7% | 0.126% | |
| 2/13/2025 | Wells Fargo & Company MN | 91,676 | $5.81M | 0.0% | -9.0% | 1.319% | |
| 2/12/2025 | OLD Mission Capital LLC | 7,156 | $454K | 0.0% | -62.0% | 0.103% | |
| 2/12/2025 | JPMorgan Chase & Co. | 42,750 | $2.71M | 0.0% | +6.7% | 0.615% | |
| 2/12/2025 | Ipsen Advisor Group LLC | 54,064 | $3.43M | 2.9% | N/A | 0.778% | |
| 2/11/2025 | LPL Financial LLC | 133,240 | $8.45M | 0.0% | +57.9% | 1.917% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 4,812 | $305K | 0.0% | N/A | 0.069% | |
| 2/10/2025 | Harbour Investments Inc. | 2,500 | $159K | 0.0% | -7.4% | 0.036% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 37,357 | $2.37M | 0.0% | +11.7% | 0.538% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 64,233 | $4.07M | 0.0% | +1.3% | 0.924% | |
| 2/6/2025 | Raymond James Financial Inc. | 149,196 | $9.46M | 0.0% | N/A | 2.147% | |
| 2/6/2025 | Unified Investment Management | 4,047 | $257K | 0.3% | N/A | 0.058% | |
| 2/6/2025 | Jones Financial Companies Lllp | 4,901 | $311K | 0.0% | +150.6% | 0.071% | |
| 2/4/2025 | Blackhawk Capital Partners LLC. | 8,028 | $509K | 0.3% | N/A | 0.116% | |
| 2/4/2025 | Black Diamond Financial LLC | 11,441 | $725K | 0.1% | +2.3% | 0.165% | |
| 2/4/2025 | MONECO Advisors LLC | 6,599 | $418K | 0.0% | +7.3% | 0.095% | |
| 2/3/2025 | Transcend Capital Advisors LLC | 5,727 | $363K | 0.0% | -2.8% | 0.082% | |
| 2/3/2025 | Pacific Sun Financial Corp | 10,499 | $666K | 0.4% | -4.2% | 0.151% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,286 | $272K | 0.0% | N/A | 0.062% | |
| 1/31/2025 | Steele Capital Management Inc. | 186,096 | $11.80M | 0.6% | -0.1% | 2.678% | |
| 1/31/2025 | Key Financial Inc | 8,486 | $538K | 0.1% | +24.3% | 0.122% | |
| 1/30/2025 | Principal Securities Inc. | 2,565 | $163K | 0.0% | -20.1% | 0.037% | |
| 1/29/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,286 | $272K | 0.0% | N/A | 0.062% | |
| 1/27/2025 | VAUGHAN & Co SECURITIES INC. | 260,523 | $16.52M | 10.0% | -1.2% | 3.749% | |
| 1/24/2025 | Panoramic Investment Advisors LLC | 13,702 | $869K | 0.6% | +1.7% | 0.197% | |
| 1/23/2025 | Abel Hall LLC | 3,316 | $210K | 0.1% | N/A | 0.048% | |
| 1/22/2025 | Jim Saulnier & Associates LLC | 10,190 | $646K | 0.6% | +26.2% | 0.147% | |
| 1/21/2025 | Rodgers & Associates LTD | 32,691 | $2.07M | 0.2% | +1.3% | 0.470% | |
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| 1/17/2025 | Janney Montgomery Scott LLC | 14,791 | $938K | 0.0% | +9.8% | 0.213% | |
| 1/15/2025 | Merit Financial Group LLC | 11,452 | $726K | 0.0% | -13.0% | 0.165% | |
| 1/14/2025 | Christopher J. Hasenberg Inc | 73,669 | $4.67M | 1.9% | N/A | 1.060% | |
| 1/13/2025 | Matrix Trust Co | 186,096 | $11.80M | 2.1% | -0.1% | 2.678% | |
| 12/26/2024 | JPMorgan Chase & Co. | 40,071 | $2.54M | 0.0% | +125.0% | 0.577% | |
| 11/15/2024 | EP Wealth Advisors LLC | 34,477 | $2.19M | 0.0% | N/A | 0.496% | |
| 11/15/2024 | Jane Street Group LLC | 4,608 | $293K | 0.0% | -9.6% | 0.066% | |
| 11/15/2024 | IHT Wealth Management LLC | 40,396 | $2.55M | 0.1% | +69.6% | 0.581% | |
| 11/14/2024 | Captrust Financial Advisors | 32,615 | $2.07M | 0.0% | -6.6% | 0.469% | |
| 11/13/2024 | FMR LLC | 3,992 | $253K | 0.0% | -10.9% | 0.057% | |
| 11/13/2024 | D.A. Davidson & CO. | 17,132 | $1.09M | 0.0% | +1.1% | 0.247% | |
| 11/12/2024 | Jim Saulnier & Associates LLC | 8,074 | $513K | 0.5% | N/A | 0.116% | |
| 11/8/2024 | Steele Capital Management Inc. | 186,308 | $11.90M | 0.6% | -2.2% | 2.681% | |
| 11/4/2024 | Ashton Thomas Securities LLC | 3,650 | $232K | 0.0% | +43.1% | 0.053% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 13,469 | $855K | 0.0% | -4.7% | 0.194% | |
| 10/29/2024 | Key Financial Inc | 6,826 | $433K | 0.1% | +5.2% | 0.098% | |
| 10/29/2024 | Sage Financial Group Inc. | 3,413 | $217K | 0.0% | N/A | 0.049% | |
| 10/29/2024 | Chicago Partners Investment Group LLC | 49,798 | $3.14M | 0.1% | -5.7% | 0.717% | |
| 10/29/2024 | Farther Finance Advisors LLC | 1,440 | $91K | 0.0% | N/A | 0.021% | |
| 10/24/2024 | Barrett & Company Inc. | 3,276 | $208K | 0.1% | +5.9% | 0.047% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 9,000 | $571K | 0.0% | -4.7% | 0.129% | |
| 10/22/2024 | Private Advisor Group LLC | 4,292 | $272K | 0.0% | +13.6% | 0.062% | |
| 10/21/2024 | Rodgers & Associates LTD | 32,267 | $2.05M | 0.2% | +2.1% | 0.464% | |
| 10/9/2024 | Pacific Sun Financial Corp | 10,962 | $696K | 0.4% | -7.2% | 0.158% | |
| 10/9/2024 | Matrix Trust Co | 186,308 | $11.83M | 2.2% | -2.2% | 2.681% | |
| 8/22/2024 | Cetera Investment Advisers | 39,291 | $2.28M | 0.0% | -3.1% | 0.565% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 83,248 | $4.82M | 0.0% | -6.0% | 1.198% | |
| 8/13/2024 | Merriman Wealth Management LLC | 79,150 | $4.58M | 0.2% | -4.3% | 1.139% | |
| 8/9/2024 | Black Diamond Financial LLC | 11,297 | $654K | 0.1% | +3.8% | 0.163% | |
| 8/8/2024 | Prosperity Consulting Group LLC | 48,297 | $2.80M | 0.4% | -3.1% | 0.695% | |
| 8/2/2024 | Jackson Creek Investment Advisors LLC | 4,710 | $273K | 0.1% | -75.9% | 0.068% | |
| 7/31/2024 | Essex Financial Services Inc. | 6,004 | $348K | 0.0% | +28.9% | 0.086% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 33,703 | $1.95M | 0.0% | -4.6% | 0.485% | |
| 7/31/2024 | VAUGHAN & Co SECURITIES INC. | 262,778 | $15.22M | 9.6% | +3.2% | 3.781% | |
| 7/30/2024 | Key Financial Inc | 6,491 | $376K | 0.1% | +243.1% | 0.093% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 33,412 | $1.94M | 0.0% | +0.6% | 0.481% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 1,554 | $90K | 0.0% | -13.0% | 0.022% | |
| 7/19/2024 | MONECO Advisors LLC | 6,150 | $356K | 0.1% | -60.1% | 0.088% | |
| 7/19/2024 | Pacific Sun Financial Corp | 11,812 | $684K | 0.4% | -2.5% | 0.170% | |
| 7/16/2024 | Steele Capital Management Inc. | 190,476 | $11.03M | 0.6% | -0.6% | 2.741% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 9,447 | $547K | 0.0% | +2.1% | 0.136% | |
| 7/11/2024 | Kohmann Bosshard Financial Services LLC | 19,506 | $1.13M | 0.2% | -4.1% | 0.281% | |
| 7/10/2024 | Matrix Trust Co | 190,476 | $11.03M | 2.5% | -0.2% | 2.741% | |
| 6/25/2024 | Sensible Money LLC | 5,512 | $337K | 0.2% | +19.1% | 0.079% | |
| 5/24/2024 | Cetera Advisors LLC | 18,151 | $1.11M | 0.0% | -8.2% | 0.261% | |
| 5/24/2024 | Cetera Investment Advisers | 40,537 | $2.48M | 0.0% | +148.5% | 0.583% | |
| 5/21/2024 | LRI Investments LLC | 18,321 | $1.12M | 0.2% | N/A | 0.264% | |
| 5/17/2024 | Comerica Bank | 17,743 | $1.09M | 0.0% | +2.7% | 0.255% | |
| 5/15/2024 | LRI Investments LLC | 18,321 | $1.10M | 0.1% | N/A | 0.264% | |
| 5/10/2024 | Rodgers & Associates LTD | 32,810 | $2.01M | 0.3% | +4.1% | 0.469% | |
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| 5/8/2024 | Avantax Advisory Services Inc. | 61,874 | $3.79M | 0.0% | -12.7% | 0.884% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 3,658 | $224K | 0.0% | -9.9% | 0.052% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 14,473 | $886K | 0.0% | -2.8% | 0.207% | |
| 5/1/2024 | VAUGHAN & Co SECURITIES INC. | 254,668 | $15.59M | 9.9% | +1.3% | 3.638% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 1,787 | $109K | 0.0% | -11.9% | 0.026% | |
| 5/1/2024 | Prosperity Consulting Group LLC | 49,847 | $3.05M | 0.4% | N/A | 0.712% | |
| 4/26/2024 | MONECO Advisors LLC | 15,429 | $944K | 0.2% | -1.6% | 0.220% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 33,224 | $2.03M | 0.0% | -4.0% | 0.475% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 119,056 | $7.29M | 0.0% | -9.2% | 1.701% | |
| 4/18/2024 | Panoramic Investment Advisors LLC | 13,341 | $816K | 0.6% | -1.3% | 0.191% | |
