| 3/4/2025 | Comprehensive Money Management Services LLC | 60,463 | $1.43M | 1.2% | N/A | 0.508% | |
| 2/17/2025 | Strategic Wealth Partners Ltd. | 20,207 | $483K | 0.0% | -6.5% | 0.193% | |
| 2/17/2025 | Napa Wealth Management | 32,453 | $765K | 0.3% | -16.3% | 0.310% | |
| 2/17/2025 | Cetera Investment Advisers | 35,726 | $842K | 0.0% | +39.7% | 0.341% | |
| 2/17/2025 | Bank of America Corp DE | 38,710 | $912K | 0.0% | +22.5% | 0.370% | |
| 2/14/2025 | Comerica Bank | 32,292 | $761K | 0.0% | -8.5% | 0.308% | |
| 2/14/2025 | Leslie Global Wealth LLC | 155,056 | $3.66M | 1.7% | -23.2% | 1.481% | |
| 2/14/2025 | GeoWealth Management LLC | 6,742 | $159K | 0.0% | -6.6% | 0.064% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 75,392 | $1.78M | 0.0% | +33.6% | 0.720% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 81,496 | $1.92M | 0.0% | +14.0% | 0.778% | |
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| 2/13/2025 | Wells Fargo & Company MN | 2,450 | $58K | 0.0% | N/A | 0.023% | |
| 2/12/2025 | Ausdal Financial Partners Inc. | 52,446 | $1.24M | 0.1% | -4.0% | 0.501% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 15,967 | $376K | 0.0% | N/A | 0.153% | |
| 2/11/2025 | LPL Financial LLC | 135,069 | $3.18M | 0.0% | +46.7% | 1.290% | |
| 2/10/2025 | Corient Private Wealth LLC | 13,951 | $329K | 0.0% | +15.2% | 0.133% | |
| 2/10/2025 | Ironsides Asset Advisors LLC | 140,837 | $3.32M | 1.0% | +231.4% | 1.345% | |
| 2/6/2025 | Bedel Financial Consulting Inc. | 226,252 | $5.41M | 0.8% | -2.2% | 2.161% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 16,186 | $382K | 0.0% | N/A | 0.155% | |
| 2/5/2025 | West Michigan Advisors LLC | 23,854 | $564K | 0.2% | +136.2% | 0.228% | |
| 2/5/2025 | Private Trust Co. NA | 10,195 | $240K | 0.0% | +51.6% | 0.097% | |
| 2/4/2025 | Acorn Wealth Advisors LLC | 12,786 | $301K | 0.1% | +3.5% | 0.122% | |
| 2/4/2025 | Integral Investment Advisors Inc. | 42,020 | $990K | 0.3% | +10.3% | 0.401% | |
| 1/31/2025 | Global Retirement Partners LLC | 6,094 | $144K | 0.0% | -33.6% | 0.058% | |
| 1/31/2025 | Truist Financial Corp | 16,997 | $401K | 0.0% | -64.8% | 0.162% | |
| 1/30/2025 | Howard Wealth Management LLC | 9,564 | $225K | 0.1% | N/A | 0.091% | |
| 1/30/2025 | PUREfi Wealth LLC | 10,570 | $249K | 0.2% | N/A | 0.101% | |
| 1/30/2025 | Investment Partners Asset Management Inc. | 159,030 | $3.75M | 2.9% | +4.4% | 1.519% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 26,000 | $613K | 0.0% | +34.4% | 0.248% | |
| 1/24/2025 | Princeton Global Asset Management LLC | 88,326 | $2.08M | 0.4% | +0.7% | 0.844% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 83,317 | $1.96M | 0.0% | +298.5% | 0.796% | |
| 1/16/2025 | FLC Capital Advisors | 21,429 | $505K | 0.1% | +12.0% | 0.205% | |
| 1/8/2025 | International Assets Investment Management LLC | 11,900 | $284K | 0.0% | N/A | 0.114% | |
| 12/26/2024 | JPMorgan Chase & Co. | 43,328 | $1.04M | 0.0% | N/A | 0.414% | |
| 11/25/2024 | Sanctuary Advisors LLC | 8,448 | $203K | 0.0% | -88.8% | 0.081% | |
| 11/15/2024 | Stifel Financial Corp | 12,526 | $301K | 0.0% | -57.6% | 0.120% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 56,436 | $1.36M | 0.0% | +6.4% | 0.539% | |
| 11/14/2024 | CreativeOne Wealth LLC | 17,229 | $414K | 0.0% | +17.2% | 0.165% | |
| 11/13/2024 | Acorn Wealth Advisors LLC | 12,350 | $297K | 0.1% | +16.5% | 0.118% | |
| 11/13/2024 | Private Trust Co. NA | 6,723 | $162K | 0.0% | +95.3% | 0.064% | |
| 11/8/2024 | Segall Bryant & Hamill LLC | 12,612 | $303K | 0.0% | N/A | 0.120% | |
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| 11/7/2024 | Napa Wealth Management | 38,758 | $932K | 0.4% | +35.3% | 0.370% | |
| 11/5/2024 | Paulson Wealth Management Inc. | 19,716 | $474K | 0.1% | -5.6% | 0.188% | |
| 10/31/2024 | Ironsides Asset Advisors LLC | 42,496 | $1.02M | 0.3% | -1.3% | 0.406% | |
| 10/30/2024 | Leslie Global Wealth LLC | 202,006 | $4.86M | 2.4% | +6.6% | 1.929% | |
| 10/29/2024 | Princeton Global Asset Management LLC | 87,747 | $2.11M | 0.4% | +1.5% | 0.838% | |
| 10/25/2024 | Walter & Keenan Wealth Management LLC IN ADV | 8,730 | $210K | 0.1% | -59.8% | 0.083% | |
| 10/24/2024 | Investment Partners Asset Management Inc. | 152,293 | $3.66M | 3.0% | +5.1% | 1.455% | |
| 10/23/2024 | West Michigan Advisors LLC | 10,099 | $243K | 0.1% | N/A | 0.096% | |
| 10/16/2024 | FLC Capital Advisors | 19,132 | $460K | 0.1% | +80.3% | 0.183% | |
| 10/11/2024 | Creative Planning | 171,806 | $4.13M | 0.0% | +31.1% | 1.641% | |
| 10/8/2024 | Strategic Wealth Partners Ltd. | 21,623 | $520K | 0.0% | -8.0% | 0.207% | |
| 9/5/2024 | Sanctuary Advisors LLC | 75,373 | $1.75M | 0.0% | N/A | 0.720% | |
| 8/21/2024 | Truist Financial Corp | 54,303 | $1.28M | 0.0% | +11.1% | 0.519% | |
| 8/16/2024 | Creative Planning | 131,089 | $3.10M | 0.0% | +43.6% | 1.252% | |
| 8/6/2024 | Ausdal Financial Partners Inc. | 54,677 | $1.29M | 0.1% | +5.1% | 0.522% | |
| 7/30/2024 | Integral Investment Advisors Inc. | 13,322 | $317K | 0.1% | +33.8% | 0.127% | |
| 7/30/2024 | International Assets Investment Management LLC | 8,960 | $212K | 0.0% | N/A | 0.086% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 48,043 | $1.14M | 0.0% | N/A | 0.459% | |
| 7/26/2024 | Paulson Wealth Management Inc. | 20,880 | $494K | 0.1% | -3.1% | 0.199% | |
| 7/17/2024 | Seed Wealth Management Inc. | 50,225 | $1.19M | 1.0% | -15.0% | 0.480% | |
| 7/16/2024 | FLC Capital Advisors | 10,613 | $251K | 0.1% | N/A | 0.101% | |
| 7/10/2024 | CWM LLC | 4,904 | $116K | 0.0% | -34.4% | 0.047% | |
| 7/9/2024 | Investment Partners Asset Management Inc. | 144,961 | $3.43M | 3.1% | +8.5% | 1.385% | |
| 5/24/2024 | Cetera Advisors LLC | 41,989 | $994K | 0.0% | +366.8% | 0.401% | |
| 5/24/2024 | Cetera Investment Advisers | 140,514 | $3.33M | 0.0% | -39.7% | 1.342% | |
| 5/20/2024 | Strategic Wealth Partners Ltd. | 26,840 | $636K | 0.1% | -3.0% | 0.256% | |
| 5/17/2024 | Comerica Bank | 28,762 | $681K | 0.0% | +9.0% | 0.275% | |
| 5/14/2024 | CreativeOne Wealth LLC | 10,216 | $242K | 0.0% | N/A | 0.097% | |
| 5/11/2024 | Ironsides Asset Advisors LLC | 50,236 | $1.19M | 0.4% | +311.6% | 0.479% | |
| 5/7/2024 | Bedel Financial Consulting Inc. | 246,054 | $5.83M | 0.9% | -3.4% | 2.348% | |
| 5/4/2024 | Paulson Wealth Management Inc. | 21,556 | $510K | 0.1% | -12.7% | 0.206% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 385,656 | $9.13M | 0.0% | +28.1% | 3.680% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 5,285 | $125K | 0.0% | N/A | 0.050% | |
| 4/16/2024 | Seed Wealth Management Inc. | 59,055 | $1.40M | 1.3% | -6.0% | 0.562% | |
| 4/15/2024 | Investment Partners Asset Management Inc. | 133,654 | $3.17M | 2.9% | +2.7% | 1.273% | |
| 2/13/2024 | Paulson Wealth Management Inc. | 24,687 | $572K | 0.2% | -71.7% | 0.253% | |
| 2/12/2024 | Evermay Wealth Management LLC | 4,500 | $104K | 0.0% | N/A | 0.046% | |
| 2/9/2024 | Corient Private Wealth LLC | 23,521 | $545K | 0.0% | -8.3% | 0.241% | |
| 2/8/2024 | Bedel Financial Consulting Inc. | 254,813 | $5.90M | 1.1% | +1.3% | 2.616% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 301,074 | $6.97M | 0.0% | +2.9% | 3.091% | |
| 2/6/2024 | Coulter & Justus Financial Services LLC | 19,565 | $453K | 0.3% | -45.1% | 0.201% | |
| 2/2/2024 | Truist Financial Corp | 53,622 | $1.24M | 0.0% | -34.6% | 0.551% | |
| 2/1/2024 | CWM LLC | 7,478 | $173K | 0.0% | N/A | 0.077% | |
| 1/25/2024 | International Assets Investment Management LLC | 152,856 | $3.54M | 0.0% | N/A | 1.569% | |
| 1/25/2024 | Investment Partners Asset Management Inc. | 130,119 | $3.01M | 3.0% | N/A | 1.336% | |
| 1/25/2024 | Walter & Keenan Wealth Management LLC IN ADV | 23,707 | $549K | 0.2% | -21.4% | 0.243% | |
| 1/24/2024 | International Assets Investment Management LLC | 152,856 | $3.54M | 0.0% | N/A | 1.569% | |
| 1/24/2024 | Seed Wealth Management Inc. | 62,855 | $1.45M | 1.5% | -13.5% | 0.645% | |
| 1/22/2024 | Princeton Global Asset Management LLC | 89,340 | $2.07M | 0.5% | -5.8% | 0.917% | |
| 1/19/2024 | Columbus Macro LLC | 101,955 | $2.37M | 0.9% | N/A | 1.047% | |
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| 1/9/2024 | Castle Rock Wealth Management LLC | 37,396 | $868K | 0.3% | -20.1% | 0.384% | |
| 11/16/2023 | Atticus Wealth Management LLC | 3,082 | $71K | 0.0% | -18.9% | 0.032% | |
| 11/13/2023 | LPL Financial LLC | 234,647 | $5.39M | 0.0% | +3.1% | 2.409% | |
| 11/13/2023 | Kestra Advisory Services LLC | 12,085 | $277K | 0.0% | -22.5% | 0.124% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 292,664 | $6.72M | 0.0% | N/A | 3.005% | |
| 11/4/2023 | Coulter & Justus Financial Services LLC | 35,663 | $819K | 0.6% | +3.5% | 0.366% | |
| 11/3/2023 | Private Advisor Group LLC | 9,000 | $207K | 0.0% | -33.6% | 0.092% | |
| 11/1/2023 | Paulson Wealth Management Inc. | 87,167 | $2.00M | 0.7% | +1.5% | 0.895% | |
| 10/31/2023 | Golden Green Inc. | 25,333 | $582K | 0.6% | +11.2% | 0.260% | |
| 10/27/2023 | Princeton Global Asset Management LLC | 94,804 | $2.18M | 0.6% | -1.8% | 0.973% | |
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