| 2/17/2025 | Ameriprise Financial Inc. | 91,781 | $1.06M | 0.0% | +7.7% | 1.076% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 116,341 | $1.35M | 0.0% | -1.5% | 1.364% | |
| 2/14/2025 | Jane Street Group LLC | 37,918 | $439K | 0.0% | -81.4% | 0.445% | |
| 2/14/2025 | Susquehanna International Group LLP | 187,640 | $2.17M | 0.0% | +12.8% | 2.200% | |
| 2/14/2025 | IHT Wealth Management LLC | 33,133 | $383K | 0.0% | -15.9% | 0.388% | |
| 2/14/2025 | Stifel Financial Corp | 18,597 | $215K | 0.0% | -21.5% | 0.218% | |
| 2/13/2025 | Mariner LLC | 33,491 | $387K | 0.0% | N/A | 0.393% | |
| 2/13/2025 | Raymond James Financial Inc. | 21,647 | $250K | 0.0% | N/A | 0.254% | |
| 2/13/2025 | Wells Fargo & Company MN | 16,969 | $196K | 0.0% | -11.0% | 0.199% | |
| 2/12/2025 | National Bank of Canada FI | 2,290 | $26K | 0.0% | +209.5% | 0.027% | |
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| 2/12/2025 | JPMorgan Chase & Co. | 39,740 | $460K | 0.0% | +210.3% | 0.466% | |
| 2/12/2025 | Financial Engines Advisors L.L.C. | 63,448 | $734K | 0.0% | +13.8% | 0.744% | |
| 2/11/2025 | LPL Financial LLC | 58,854 | $681K | 0.0% | -13.7% | 0.690% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 22,924 | $265K | 0.0% | -24.8% | 0.269% | |
| 2/6/2025 | Raymond James Financial Inc. | 21,647 | $250K | 0.0% | N/A | 0.254% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 4,683 | $54K | 0.0% | N/A | 0.055% | |
| 2/4/2025 | Johnson Financial Group LLC | 18,781 | $217K | 0.0% | -64.7% | 0.220% | |
| 1/30/2025 | Compagnie Lombard Odier SCmA | 15,000 | $174K | 0.0% | -8.5% | 0.176% | |
| 1/28/2025 | Howland Capital Management LLC | 29,050 | $336K | 0.0% | N/A | 0.341% | |
| 1/24/2025 | Princeton Global Asset Management LLC | 2,248 | $26K | 0.0% | -65.8% | 0.026% | |
| 1/24/2025 | GPS Wealth Strategies Group LLC | 2,186 | $25K | 0.0% | -28.2% | 0.026% | |
| 1/21/2025 | Harel Insurance Investments & Financial Services Ltd. | 61,938 | $717K | 0.0% | +7.3% | 0.726% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 79,680 | $922K | 0.0% | -55.9% | 0.934% | |
| 1/14/2025 | Affinity Capital Advisors LLC | 25,321 | $308K | 0.1% | N/A | 0.297% | |
| 12/26/2024 | JPMorgan Chase & Co. | 12,807 | $179K | 0.0% | +38.5% | 0.150% | |
| 11/15/2024 | Jane Street Group LLC | 203,543 | $2.85M | 0.0% | +16.7% | 2.386% | |
| 11/15/2024 | Stifel Financial Corp | 23,694 | $332K | 0.0% | -4.4% | 0.278% | |
| 11/15/2024 | IHT Wealth Management LLC | 39,391 | $552K | 0.0% | -26.5% | 0.462% | |
| 10/24/2024 | Modera Wealth Management LLC | 17,685 | $248K | 0.0% | -6.0% | 0.207% | |
| 10/11/2024 | Compagnie Lombard Odier SCmA | 16,400 | $230K | 0.0% | -5.7% | 0.192% | |
| 10/9/2024 | Colorado Capital Management Inc. | 46,062 | $645K | 0.3% | -6.5% | 0.540% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 118,111 | $1.60M | 0.0% | -0.9% | 1.385% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 28,961 | $392K | 0.0% | -7.6% | 0.340% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 275,583 | $3.73M | 0.1% | +9.1% | 3.231% | |
| 7/22/2024 | Harel Insurance Investments & Financial Services Ltd. | 46,649 | $631K | 0.0% | +18.4% | 0.547% | |
| 7/16/2024 | GPS Wealth Strategies Group LLC | 2,908 | $39K | 0.0% | +1,706.2% | 0.034% | |
| 7/9/2024 | Trust Co. of Vermont | 21,086 | $285K | 0.0% | -23.2% | 0.247% | |
| 7/9/2024 | Mather Group LLC. | 15,370 | $217K | 0.0% | +5.4% | 0.180% | |
| 4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 39,414 | $558K | 0.0% | +10.6% | 0.457% | |
| 4/30/2024 | Joel Isaacson & Co. LLC | 26,226 | $371K | 0.0% | +15.8% | 0.304% | |
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| 4/16/2024 | Colorado Capital Management Inc. | 51,546 | $729K | 0.4% | -6.8% | 0.598% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 1,891 | $30K | 0.0% | -57.9% | 0.018% | |
| 3/8/2024 | Trust Co. of Vermont | 26,555 | $424K | 0.0% | -13.2% | 0.258% | |
| 2/7/2024 | JFS Wealth Advisors LLC | 36,697 | $586K | 0.0% | -23.9% | 0.357% | |
| 2/6/2024 | Johnson Financial Group LLC | 53,383 | $853K | 0.1% | N/A | 0.519% | |
| 2/5/2024 | Mather Group LLC. | 14,580 | $233K | 0.0% | N/A | 0.142% | |
| 2/1/2024 | CWM LLC | 2,741 | $44K | 0.0% | +337.2% | 0.027% | |
| 1/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 35,640 | $569K | 0.0% | +54.3% | 0.347% | |
| 1/29/2024 | Perigon Wealth Management LLC | 18,218 | $291K | 0.0% | -31.5% | 0.177% | |
| 1/19/2024 | Colorado Capital Management Inc. | 55,297 | $883K | 0.6% | -21.0% | 0.538% | |
| 1/18/2024 | Pettinga Financial Advisors LLC | 11,754 | $188K | 0.1% | -16.4% | 0.114% | |
| 1/16/2024 | Compagnie Lombard Odier SCmA | 58,400 | $933K | 0.0% | +30.9% | 0.568% | |
| 12/6/2023 | Citigroup Inc. | 27,475 | $423K | 0.0% | +41.8% | 0.267% | |
| 11/27/2023 | Trust Co. of Vermont | 30,592 | $471K | 0.0% | -51.1% | 0.298% | |
| 11/15/2023 | Ramirez Asset Management Inc. | 16,469 | $253K | 0.1% | N/A | 0.160% | |
| 11/13/2023 | LPL Financial LLC | 245,125 | $3.77M | 0.0% | -6.6% | 2.384% | |
| 11/13/2023 | Clearstead Advisors LLC | 2,220 | $34K | 0.0% | +56.3% | 0.022% | |
| 11/9/2023 | Citigroup Inc. | 27,475 | $423K | 0.0% | +41.8% | 0.267% | |
| 11/9/2023 | UBS Group AG | 151,337 | $2.33M | 0.0% | +158.9% | 1.472% | |
| 11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 12,330 | $190K | 0.0% | -5.9% | 0.120% | |
| 11/7/2023 | Clearstead Advisors LLC | 2,220 | $34K | 0.0% | +56.3% | 0.022% | |
| 11/2/2023 | JFS Wealth Advisors LLC | 48,252 | $742K | 0.1% | +7.1% | 0.469% | |
| 10/30/2023 | Perigon Wealth Management LLC | 26,598 | $409K | 0.0% | +9.7% | 0.259% | |
| 10/30/2023 | Harel Insurance Investments & Financial Services Ltd. | 23,096 | $355K | 0.0% | +55.2% | 0.225% | |
| 10/27/2023 | Financial Advocates Investment Management | 28,206 | $436K | 0.0% | -24.5% | 0.274% | |
| 10/27/2023 | Colorado Capital Management Inc. | 70,029 | $1.08M | 0.8% | -12.1% | 0.681% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 29,731 | $457K | 0.0% | -9.0% | 0.289% | |
| 10/24/2023 | Joel Isaacson & Co. LLC | 14,857 | $229K | 0.0% | N/A | 0.145% | |
| 10/23/2023 | Compagnie Lombard Odier SCmA | 44,600 | $686K | 0.0% | -4.3% | 0.434% | |
| 8/14/2023 | Thomas White International Ltd. | 11,187 | $211K | 0.0% | +35.8% | 0.109% | |
| 8/11/2023 | Financial Engines Advisors L.L.C. | 47,987 | $907K | 0.0% | +6.3% | 0.467% | |
| 8/7/2023 | Modera Wealth Management LLC | 39,622 | $749K | 0.0% | N/A | 0.385% | |
| 8/7/2023 | JFS Wealth Advisors LLC | 45,054 | $852K | 0.1% | +7.4% | 0.438% | |
| 8/4/2023 | Banco Bilbao Vizcaya Argentaria S.A. | 25,547 | $483K | 0.0% | -34.5% | 0.249% | |
| 8/2/2023 | Bank of Montreal Can | 44,103 | $860K | 0.0% | N/A | 0.429% | |
| 8/2/2023 | Perigon Wealth Management LLC | 24,256 | $458K | 0.0% | N/A | 0.236% | |
| 7/31/2023 | LPL Financial LLC | 262,371 | $4.96M | 0.0% | +6.0% | 2.552% | |
| 7/28/2023 | First Republic Investment Management Inc. | 13,105 | $248K | 0.0% | -5.8% | 0.122% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 32,681 | $618K | 0.0% | -16.1% | 0.305% | |
| 7/25/2023 | WealthPlan Investment Management LLC | 65,286 | $6.22M | 1.5% | +3,940.0% | 0.609% | |
| 7/21/2023 | Creative Planning | 16,955 | $320K | 0.0% | +25.7% | 0.158% | |
| 7/20/2023 | Bank Julius Baer & Co. Ltd Zurich | 117,733 | $2.23M | 0.0% | +98,010.8% | 1.098% | |
| 7/17/2023 | Trust Co. of Vermont | 62,591 | $1.18M | 0.1% | -5.1% | 0.584% | |
| 7/17/2023 | Harel Insurance Investments & Financial Services Ltd. | 14,884 | $281K | 0.0% | +70.9% | 0.139% | |
| 7/13/2023 | Colorado Capital Management Inc. | 79,664 | $1.51M | 1.1% | -8.2% | 0.743% | |
| 5/15/2023 | Thomas White International Ltd. | 8,239 | $162K | 0.0% | +115.7% | 0.076% | |
| 5/12/2023 | NewEdge Advisors LLC | 71,449 | $1.41M | 0.0% | -12.8% | 0.663% | |
| 5/11/2023 | Financial Advocates Investment Management | 31,488 | $621K | 0.0% | +10.4% | 0.292% | |
| 5/10/2023 | LPL Financial LLC | 247,471 | $4.88M | 0.0% | -2.7% | 2.296% | |
| 5/9/2023 | Banco Bilbao Vizcaya Argentaria S.A. | 39,000 | $769K | 0.0% | +48.7% | 0.362% | |
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| 5/8/2023 | WealthPlan Investment Management LLC | 1,616 | $32K | 0.0% | N/A | 0.015% | |
| 5/5/2023 | Howland Capital Management LLC | 10,050 | $198K | 0.0% | -28.5% | 0.093% | |
| 5/2/2023 | Harel Insurance Investments & Financial Services Ltd. | 8,707 | $172K | 0.0% | N/A | 0.081% | |
| 4/28/2023 | Ameritas Advisory Services LLC | 196,510 | $3.73M | 0.2% | +4.7% | 1.823% | |
| 4/28/2023 | Colorado Capital Management Inc. | 86,802 | $1.71M | 1.3% | -16.1% | 0.805% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 38,943 | $767K | 0.0% | -14.4% | 0.361% | |
| 4/7/2023 | Trust Co. of Vermont | 65,950 | $1.30M | 0.1% | +2.0% | 0.610% | |
| 4/6/2023 | Parsec Financial Management Inc. | 40,311 | $794K | 0.0% | -2.8% | 0.373% | |
| 2/13/2023 | JFS Wealth Advisors LLC | 41,898 | $769K | 0.1% | -8.3% | 0.385% | |
| 2/13/2023 | Banco Bilbao Vizcaya Argentaria S.A. | 26,220 | $481K | 0.0% | +46.8% | 0.241% | |
