| 2/17/2025 | Obermeyer Wealth Partners | 3,700 | $306K | 0.0% | N/A | 0.109% | |
| 2/17/2025 | Focus Partners Wealth | 5,907 | $488K | 0.0% | N/A | 0.174% | |
| 2/17/2025 | Cetera Investment Advisers | 5,538 | $458K | 0.0% | -11.8% | 0.163% | |
| 2/17/2025 | Bank of America Corp DE | 45,825 | $3.79M | 0.0% | +5.4% | 1.352% | |
| 2/17/2025 | Ameriprise Financial Inc. | 5,204 | $430K | 0.0% | -60.3% | 0.154% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 3,400 | $281K | 0.0% | -51.7% | 0.100% | |
| 2/13/2025 | Kraft Davis & Associates LLC | 3,497 | $302K | 0.1% | -4.4% | 0.103% | |
| 2/13/2025 | Raymond James Financial Inc. | 11,415 | $943K | 0.0% | N/A | 0.337% | |
| 2/13/2025 | Bank of Montreal Can | 1,044 | $86K | 0.0% | +48.7% | 0.031% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 18,721 | $1.55M | 0.0% | -11.1% | 0.552% | |
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| 2/13/2025 | Wells Fargo & Company MN | 27,659 | $2.29M | 0.0% | -0.5% | 0.816% | |
| 2/12/2025 | Joseph Group Capital Management | 17,397 | $1.44M | 0.6% | +15.4% | 0.513% | |
| 2/12/2025 | JPMorgan Chase & Co. | 4,301 | $355K | 0.0% | +6.3% | 0.127% | |
| 2/11/2025 | LPL Financial LLC | 48,895 | $4.04M | 0.0% | -6.1% | 1.442% | |
| 2/6/2025 | Raymond James Financial Inc. | 11,415 | $943K | 0.0% | N/A | 0.337% | |
| 2/6/2025 | Jones Financial Companies Lllp | 2,176 | $180K | 0.0% | +195.7% | 0.064% | |
| 2/4/2025 | Commonwealth Retirement Investments LLC | 4,849 | $401K | 0.2% | N/A | 0.143% | |
| 2/3/2025 | Element Wealth LLC | 4,570 | $378K | 0.2% | -15.5% | 0.135% | |
| 2/3/2025 | Pacific Sun Financial Corp | 2,740 | $226K | 0.1% | -13.2% | 0.081% | |
| 1/30/2025 | Allworth Financial LP | 2,701 | $226K | 0.0% | -14.7% | 0.080% | |
| 1/29/2025 | MGB Wealth Management LLC | 21,976 | $1.82M | 0.6% | +11.9% | 0.648% | |
| 1/23/2025 | Dumont & Blake Investment Advisors LLC | 19,355 | $1.60M | 0.4% | -1.0% | 0.571% | |
| 1/21/2025 | Flagship Harbor Advisors LLC | 5,944 | $491K | 0.0% | -30.9% | 0.175% | |
| 1/21/2025 | Grimes & Company Inc. | 4,288 | $354K | 0.0% | N/A | 0.126% | |
| 1/13/2025 | Horizon Bancorp Inc. IN | 487 | $40K | 0.0% | -27.4% | 0.014% | |
| 12/26/2024 | JPMorgan Chase & Co. | 4,046 | $352K | 0.0% | +241.7% | 0.119% | |
| 11/15/2024 | Jane Street Group LLC | 13,375 | $1.16M | 0.0% | N/A | 0.395% | |
| 11/15/2024 | HighTower Advisors LLC | 2,704 | $235K | 0.0% | -45.9% | 0.080% | |
| 11/14/2024 | Arete Wealth Advisors LLC | 4,622 | $402K | 0.0% | N/A | 0.136% | |
| 11/13/2024 | FMR LLC | 1,057 | $92K | 0.0% | +29.4% | 0.031% | |
| 11/8/2024 | Stonebridge Financial Planning Group LLC | 3,990 | $347K | 0.2% | -10.6% | 0.118% | |
| 11/8/2024 | Howe & Rusling Inc. | 556 | $48K | 0.0% | N/A | 0.016% | |
| 11/7/2024 | Joseph Group Capital Management | 15,080 | $1.31M | 0.5% | +16.0% | 0.445% | |
| 11/6/2024 | Peak Asset Management LLC | 132,149 | $11.49M | 2.2% | -3.3% | 3.898% | |
| 10/23/2024 | Dumont & Blake Investment Advisors LLC | 19,543 | $1.70M | 0.5% | -50.5% | 0.576% | |
| 10/16/2024 | Secure Asset Management LLC | 2,633 | $229K | 0.0% | N/A | 0.078% | |
| 10/9/2024 | Pacific Sun Financial Corp | 3,155 | $274K | 0.2% | -13.7% | 0.093% | |
| 10/4/2024 | HBW Advisory Services LLC | 5,851 | $509K | 0.1% | N/A | 0.173% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 6,826 | $561K | 0.0% | +49.7% | 0.201% | |
| 8/13/2024 | Joseph Group Capital Management | 13,001 | $1.07M | 0.6% | +10.8% | 0.384% | |
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| 8/8/2024 | Envestnet Asset Management Inc. | 23,878 | $1.96M | 0.0% | +87.7% | 0.704% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 21,891 | $1.80M | 0.0% | -2.3% | 0.646% | |
| 7/30/2024 | International Assets Investment Management LLC | 800 | $66K | 0.0% | N/A | 0.024% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 38,707 | $3.18M | 0.0% | -2.6% | 1.142% | |
| 7/24/2024 | &PARTNERS | 3,741 | $308K | 0.0% | N/A | 0.110% | |
| 7/19/2024 | Pacific Sun Financial Corp | 3,655 | $300K | 0.2% | -5.3% | 0.108% | |
| 7/2/2024 | GAMMA Investing LLC | 491 | $40K | 0.0% | N/A | 0.014% | |
| 5/11/2024 | Peak Asset Management LLC | 138,747 | $11.12M | 2.2% | +1.3% | 4.022% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 2,662 | $213K | 0.0% | N/A | 0.077% | |
| 5/7/2024 | PFG Advisors | 2,745 | $220K | 0.0% | N/A | 0.080% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 2,050 | $164K | 0.0% | +91.6% | 0.059% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 8,449 | $677K | 0.0% | N/A | 0.245% | |
| 4/30/2024 | Fortis Group Advisors LLC | 26,038 | $2.09M | 0.4% | +12,919.0% | 0.755% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 22,413 | $1.80M | 0.0% | -10.1% | 0.650% | |
| 4/25/2024 | Q3 Asset Management | 13,614 | $1.09M | 0.3% | N/A | 0.388% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 39,749 | $3.19M | 0.0% | -2.2% | 1.132% | |
| 4/17/2024 | Dumont & Blake Investment Advisors LLC | 19,601 | $1.57M | 0.5% | -0.8% | 0.558% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 7,729 | $620K | 0.0% | +22.9% | 0.220% | |
| 4/12/2024 | Global Assets Advisory LLC | 31,824 | $2.55M | 0.0% | N/A | 0.907% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 480 | $37K | 0.0% | N/A | 0.013% | |
| 2/23/2024 | Chicago Partners Investment Group LLC | 2,866 | $219K | 0.0% | -18.1% | 0.076% | |
| 2/13/2024 | Joseph Group Capital Management | 27,865 | $2.12M | 1.2% | N/A | 0.739% | |
| 2/12/2024 | Peak Asset Management LLC | 136,969 | $10.42M | 2.3% | +5.1% | 3.633% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 40,661 | $3.09M | 0.0% | -1.5% | 1.079% | |
| 2/8/2024 | Apexium Financial LP | 5,003 | $381K | 0.0% | -2.8% | 0.133% | |
| 2/7/2024 | Principal Securities Inc. | 409 | $31K | 0.0% | N/A | 0.011% | |
| 2/5/2024 | Stonebridge Financial Planning Group LLC | 5,415 | $412K | 0.2% | -7.3% | 0.144% | |
| 2/1/2024 | Element Wealth LLC | 5,591 | $425K | 0.3% | -13.4% | 0.148% | |
| 2/1/2024 | Diversified LLC | 4,049 | $308K | 0.1% | -5.0% | 0.107% | |
| 2/1/2024 | Capital Investment Advisory Services LLC | 5,308 | $404K | 0.0% | -24.9% | 0.141% | |
| 1/31/2024 | Kraft Davis & Associates LLC | 3,618 | $277K | 0.1% | N/A | 0.096% | |
| 1/31/2024 | Institute for Wealth Management LLC. | 13,025 | $991K | 0.2% | -1.1% | 0.345% | |
| 1/25/2024 | International Assets Investment Management LLC | 60,880 | $4.63M | 0.0% | N/A | 1.615% | |
| 1/25/2024 | Means Investment CO. Inc. | 4,069 | $310K | 0.0% | -6.8% | 0.108% | |
| 1/24/2024 | International Assets Investment Management LLC | 60,880 | $4.63M | 0.0% | N/A | 1.615% | |
| 1/24/2024 | Commonwealth Retirement Investments LLC | 20,462 | $1.56M | 0.8% | N/A | 0.543% | |
| 1/23/2024 | Dumont & Blake Investment Advisors LLC | 19,765 | $1.50M | 0.5% | -3.5% | 0.524% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 3,770 | $287K | 0.0% | -14.4% | 0.100% | |
| 1/16/2024 | Raymond James & Associates | 7,142 | $543K | 0.0% | -8.1% | 0.189% | |
| 11/30/2023 | Modera Wealth Management LLC | 7,436 | $538K | 0.0% | N/A | 0.197% | |
| 11/21/2023 | Tompkins Financial Corp | 600 | $43K | 0.0% | -33.3% | 0.016% | |
| 11/14/2023 | Tower Research Capital LLC TRC | 6,571 | $476K | 0.0% | -22.7% | 0.174% | |
| 11/9/2023 | UBS Group AG | 92,123 | $6.67M | 0.0% | +132.2% | 2.444% | |
| 11/8/2023 | Stonebridge Financial Planning Group LLC | 5,843 | $423K | 0.3% | -2.5% | 0.155% | |
| 11/2/2023 | Capital Investment Advisory Services LLC | 7,071 | $512K | 0.0% | -5.7% | 0.188% | |
| 10/31/2023 | Allworth Financial LP | 3,361 | $243K | 0.0% | -4.3% | 0.089% | |
| 10/25/2023 | Means Investment CO. Inc. | 4,368 | $316K | 0.1% | -12.3% | 0.116% | |
| 10/25/2023 | Apexium Financial LP | 5,147 | $372K | 0.0% | -6.1% | 0.137% | |
| 10/24/2023 | Horizon Bancorp Inc. IN | 816 | $59K | 0.0% | N/A | 0.022% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 4,406 | $319K | 0.0% | -7.5% | 0.117% | |
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| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 41,273 | $2.99M | 0.0% | +206.0% | 1.095% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 25,948 | $1.88M | 0.0% | -2.1% | 0.688% | |
| 10/11/2023 | Geneos Wealth Management Inc. | 1,070 | $77K | 0.0% | +613.3% | 0.028% | |
| 8/14/2023 | Apexium Financial LP | 5,479 | $414K | 0.0% | -17.2% | 0.145% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 26,493 | $2.00M | 0.0% | +1.7% | 0.703% | |
| 8/9/2023 | Spire Wealth Management | 814 | $62K | 0.0% | -55.1% | 0.022% | |
| 8/8/2023 | Chicago Partners Investment Group LLC | 3,494 | $271K | 0.0% | -24.7% | 0.093% | |
| 8/7/2023 | Element Wealth LLC | 6,419 | $485K | 0.3% | +2.5% | 0.170% | |
| 8/3/2023 | Dumont & Blake Investment Advisors LLC | 20,518 | $1.55M | 0.5% | -1.2% | 0.544% | |
| 8/2/2023 | Bank of Montreal Can | 1,378 | $106K | 0.0% | N/A | 0.037% | |
