| 8/15/2025 | Corient Private Wealth LLC | 10,521 | $240K | 0.0% | -21.9% | 0.078% | |
| 8/15/2025 | Bank of America Corp DE | 257,112 | $5.86M | 0.0% | +7.0% | 1.895% | |
| 8/14/2025 | Ausdal Financial Partners Inc. | 15,156 | $346K | 0.0% | -73.6% | 0.112% | |
| 8/14/2025 | Raymond James Financial Inc. | 60,553 | $1.38M | 0.0% | +1.5% | 0.446% | |
| 8/14/2025 | Diversify Wealth Management LLC | 15,944 | $367K | 0.0% | N/A | 0.117% | |
| 8/14/2025 | Napa Wealth Management | 28,055 | $640K | 0.3% | -2.0% | 0.207% | |
| 8/13/2025 | CW Advisors LLC | 162,187 | $3.70M | 0.0% | +198.3% | 1.195% | |
| 8/13/2025 | Leslie Global Wealth LLC | 164,364 | $3.75M | 2.0% | +6.6% | 1.211% | |
| 8/12/2025 | CreativeOne Wealth LLC | 24,324 | $555K | 0.0% | +55.4% | 0.179% | |
| 8/12/2025 | JPMorgan Chase & Co. | 17,806 | $406K | 0.0% | N/A | 0.131% | |
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| 8/8/2025 | Rockefeller Capital Management L.P. | 80,299 | $1.83M | 0.0% | +5.9% | 0.584% | |
| 8/8/2025 | Creative Planning | 220,468 | $5.03M | 0.0% | +1.1% | 1.605% | |
| 8/8/2025 | SBI Securities Co. Ltd. | 33,482 | $763K | 0.0% | +44.0% | 0.244% | |
| 8/6/2025 | Prospera Financial Services Inc | 24,078 | $549K | 0.0% | -18.5% | 0.175% | |
| 8/6/2025 | Texas Yale Capital Corp. | 10,843 | $247K | 0.0% | -45.9% | 0.079% | |
| 8/1/2025 | Integral Investment Advisors Inc. | 80,686 | $1.84M | 0.5% | +59.6% | 0.587% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 82,326 | $1.88M | 0.0% | -1.2% | 0.599% | |
| 7/31/2025 | West Michigan Advisors LLC | 28,325 | $646K | 0.2% | +13.5% | 0.206% | |
| 7/30/2025 | Princeton Global Asset Management LLC | 94,638 | $2.16M | 0.4% | +1.0% | 0.689% | |
| 7/29/2025 | FLC Capital Advisors | 11,075 | $253K | 0.1% | -48.3% | 0.081% | |
| 7/29/2025 | Joseph P. Lucia & Associates LLC | 12,819 | $292K | 0.1% | -3.8% | 0.093% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 59,463 | $1.36M | 1.0% | -3.8% | 0.433% | |
| 7/24/2025 | Blue Trust Inc. | 3,400 | $78K | 0.0% | N/A | 0.025% | |
| 7/24/2025 | IFP Advisors Inc | 1,283 | $29K | 0.0% | N/A | 0.009% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,798 | $41K | 0.0% | N/A | 0.013% | |
| 7/18/2025 | Truist Financial Corp | 27,152 | $619K | 0.0% | +11.6% | 0.198% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 272,685 | $6.22M | 0.0% | +55.1% | 1.985% | |
| 7/16/2025 | Investment Partners Asset Management Inc. | 191,816 | $4.37M | 3.0% | +15.0% | 1.396% | |
| 7/14/2025 | Seed Wealth Management Inc. | 30,700 | $700K | 0.5% | -8.2% | 0.223% | |
| 7/11/2025 | Farther Finance Advisors LLC | 34,100 | $777K | 0.0% | N/A | 0.249% | |
| 5/14/2025 | CreativeOne Wealth LLC | 15,656 | $370K | 0.0% | -8.8% | 0.120% | |
| 5/14/2025 | Napa Wealth Management | 28,641 | $678K | 0.4% | -11.7% | 0.220% | |
| 5/14/2025 | Leslie Global Wealth LLC | 154,211 | $3.65M | 1.8% | -0.5% | 1.184% | |
| 5/14/2025 | CW Advisors LLC | 54,370 | $1.29M | 0.0% | +240.5% | 0.417% | |
| 5/14/2025 | Joseph P. Lucia & Associates LLC | 13,319 | $315K | 0.1% | +8.5% | 0.102% | |
| 5/13/2025 | SFI Advisors LLC | 12,519 | $296K | 0.2% | N/A | 0.096% | |
| 5/13/2025 | Howard Wealth Management LLC | 13,083 | $310K | 0.2% | +36.8% | 0.100% | |
| 5/13/2025 | Trajan Wealth LLC | 102,760 | $2.43M | 0.1% | N/A | 0.789% | |
| 5/9/2025 | AXS Investments LLC | 273,450 | $6.47M | 1.8% | N/A | 2.099% | |
| 5/9/2025 | West Michigan Advisors LLC | 24,965 | $591K | 0.2% | +4.7% | 0.192% | |
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| 5/7/2025 | Ironsides Asset Advisors LLC | 227,550 | $5.38M | 1.6% | +61.6% | 1.746% | |
| 5/7/2025 | LPL Financial LLC | 143,995 | $3.41M | 0.0% | +6.6% | 1.105% | |
| 5/7/2025 | Texas Yale Capital Corp. | 20,043 | $474K | 0.0% | +23.2% | 0.154% | |
| 5/6/2025 | Cetera Investment Advisers | 48,136 | $1.14M | 0.0% | +34.7% | 0.372% | |
| 5/6/2025 | Choreo LLC | 10,438 | $247K | 0.0% | N/A | 0.081% | |
| 5/2/2025 | Segall Bryant & Hamill LLC | 12,425 | $294K | 0.0% | -3.8% | 0.096% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 23,244 | $550K | 0.0% | +43.6% | 0.179% | |
| 5/2/2025 | Apollon Wealth Management LLC | 8,490 | $201K | 0.0% | N/A | 0.066% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 83,343 | $1.97M | 0.0% | +2.3% | 0.644% | |
| 4/28/2025 | North Capital Inc. | 1,858 | $44K | 0.0% | N/A | 0.014% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 295,339 | $6.99M | 0.0% | +14.1% | 2.281% | |
| 4/22/2025 | Comprehensive Money Management Services LLC | 61,813 | $1.46M | 1.2% | +2.2% | 0.477% | |
| 4/18/2025 | Seed Wealth Management Inc. | 33,425 | $791K | 0.6% | -33.0% | 0.258% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 175,850 | $4.16M | 0.0% | +111.1% | 1.358% | |
| 4/15/2025 | Investment Partners Asset Management Inc. | 166,862 | $3.95M | 3.1% | +4.9% | 1.289% | |
| 4/15/2025 | Integral Investment Advisors Inc. | 50,557 | $1.20M | 0.4% | +20.3% | 0.390% | |
| 4/11/2025 | Princeton Global Asset Management LLC | 93,723 | $2.22M | 0.4% | +6.1% | 0.737% | |
| 4/10/2025 | Beacon Financial Group | 21,620 | $512K | 0.1% | -15.7% | 0.170% | |
| 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% | |
| 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% | |
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| 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% | |
| 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% | |
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