| 8/8/2025 | OmniStar Financial Group Inc. | 6,930 | $437K | 0.3% | -2.5% | 1.109% | |
| 8/6/2025 | Climber Capital SA | 4,470 | $280K | 0.2% | N/A | 0.715% | |
| 8/5/2025 | Sebold Capital Management Inc. | 5,861 | $369K | 0.2% | N/A | 0.938% | |
| 7/31/2025 | Cabot Wealth Management Inc. | 28,364 | $1.79M | 0.2% | +2.5% | 4.538% | |
| 7/24/2025 | Edge Financial Advisors LLC | 3,633 | $229K | 0.1% | -16.4% | 0.581% | |
| 7/22/2025 | Appleton Partners Inc. MA | 13,437 | $847K | 0.1% | -8.4% | 2.133% | |
| 5/19/2025 | Jane Street Group LLC | 23,599 | $1.36M | 0.0% | +145.2% | 3.776% | |
| 5/15/2025 | OLD Mission Capital LLC | 24,120 | $1.39M | 0.0% | +53.4% | 3.859% | |
| 5/14/2025 | Flow Traders U.S. LLC | 9,868 | $569K | 0.0% | +173.4% | 1.579% | |
| 5/13/2025 | Ariadne Wealth Management LP | 11,914 | $709K | 0.4% | -4.5% | 1.906% | |
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| 5/12/2025 | Virtu Financial LLC | 5,700 | $329K | 0.0% | -86.0% | 0.912% | |
| 5/7/2025 | LPL Financial LLC | 109,688 | $6.33M | 0.0% | -3.0% | 16.875% | |
| 5/6/2025 | Strategic Financial Partners Ltd. | 3,947 | $228K | 0.1% | N/A | 0.607% | |
| 4/22/2025 | Appleton Partners Inc. MA | 14,662 | $846K | 0.1% | -8.4% | 2.256% | |
| 4/22/2025 | Cabot Wealth Management Inc. | 27,672 | $1.60M | 0.2% | +5.1% | 4.257% | |
| 4/21/2025 | Premier Path Wealth Partners LLC | 46,193 | $2.66M | 0.4% | +9.3% | 7.107% | |
| 4/18/2025 | Edge Financial Advisors LLC | 4,345 | $251K | 0.2% | -88.1% | 0.668% | |
| 4/9/2025 | NBC Securities Inc. | 1,233 | $71K | 0.0% | +123,200.0% | 0.190% | |
| 2/17/2025 | Bank of America Corp DE | 5,060 | $289K | 0.0% | -22.4% | 0.653% | |
| 2/14/2025 | Jane Street Group LLC | 9,626 | $549K | 0.0% | -38.0% | 1.242% | |
| 2/12/2025 | OLD Mission Capital LLC | 15,720 | $897K | 0.0% | N/A | 2.028% | |
| 2/12/2025 | Ariadne Wealth Management LP | 12,471 | $727K | 0.3% | +9.0% | 1.609% | |
| 2/11/2025 | LPL Financial LLC | 113,040 | $6.45M | 0.0% | -1.0% | 14.586% | |
| 2/11/2025 | Virtu Financial LLC | 40,622 | $2.32M | 0.1% | +79.3% | 5.242% | |
| 2/4/2025 | Cabot Wealth Management Inc. | 26,341 | $1.50M | 0.2% | +5.5% | 3.399% | |
| 1/28/2025 | Appleton Partners Inc. MA | 16,007 | $913K | 0.1% | -25.7% | 2.065% | |
| 1/17/2025 | Edge Financial Advisors LLC | 36,653 | $2.09M | 1.9% | -1.3% | 4.729% | |
| 1/16/2025 | Aspiriant LLC | 12,092 | $690K | 0.0% | -2.8% | 1.560% | |
| 1/15/2025 | Premier Path Wealth Partners LLC | 42,260 | $2.41M | 0.4% | +5.9% | 5.453% | |
| 11/20/2024 | Virtu Financial LLC | 22,661 | $1.43M | 0.1% | +40.4% | 2.924% | |
| 11/15/2024 | Jane Street Group LLC | 15,528 | $976K | 0.0% | -18.9% | 2.004% | |
| 11/14/2024 | Flow Traders U.S. LLC | 11,819 | $743K | 0.0% | -4.1% | 1.525% | |
| 10/25/2024 | Edge Financial Advisors LLC | 37,149 | $2.34M | 2.1% | N/A | 4.793% | |
| 10/17/2024 | OmniStar Financial Group Inc. | 15,665 | $987K | 0.7% | +16.4% | 2.021% | |
| 10/17/2024 | Aspiriant LLC | 12,437 | $782K | 0.0% | -2.2% | 1.605% | |
| 10/15/2024 | Cabot Wealth Management Inc. | 24,969 | $1.57M | 0.2% | +10.6% | 3.222% | |
| 10/1/2024 | Appleton Partners Inc. MA | 21,557 | $1.36M | 0.1% | -3.7% | 2.782% | |
| 8/26/2024 | Ariadne Wealth Management LP | 11,444 | $669K | 0.4% | N/A | 1.477% | |
| 8/10/2024 | Virtu Financial LLC | 16,144 | $944K | 0.1% | +56.1% | 2.083% | |
| 8/6/2024 | Asset Dedication LLC | 1,430 | $84K | 0.0% | -15.2% | 0.185% | |
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| 7/24/2024 | Premier Path Wealth Partners LLC | 35,229 | $2.06M | 0.4% | +6.7% | 4.546% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 12,222 | $714K | 0.0% | -2.7% | 1.577% | |
| 7/12/2024 | Cabot Wealth Management Inc. | 22,577 | $1.32M | 0.2% | +27.5% | 2.913% | |
| 7/2/2024 | Appleton Partners Inc. MA | 22,377 | $1.31M | 0.1% | -6.9% | 2.887% | |
| 5/20/2024 | Virtu Financial LLC | 10,343 | $597K | 0.0% | +44.1% | 1.335% | |
| 5/14/2024 | Sentinel Pension Advisors Inc. | 3,610 | $208K | 0.0% | -7.1% | 0.466% | |
| 4/24/2024 | Premier Path Wealth Partners LLC | 33,007 | $1.91M | 0.4% | +53.8% | 4.259% | |
| 4/22/2024 | Edge Financial Advisors LLC | 22,887 | $1.32M | 1.2% | N/A | 2.953% | |
| 4/1/2024 | Appleton Partners Inc. MA | 24,023 | $1.39M | 0.1% | -8.7% | 3.003% | |
| 2/26/2024 | Virtu Financial LLC | 7,176 | $410K | 0.0% | N/A | 0.897% | |
| 2/9/2024 | Advisory Services Network LLC | 16,954 | $969K | 0.0% | +6.5% | 2.119% | |
| 2/7/2024 | NBC Securities Inc. | 1,475 | $84K | 0.0% | +111.3% | 0.184% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 1,267 | $72K | 0.0% | -18.6% | 0.158% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 12,554 | $718K | 0.0% | +10.0% | 1.569% | |
| 1/12/2024 | Premier Path Wealth Partners LLC | 21,466 | $1.26M | 0.3% | N/A | 2.683% | |
| 1/2/2024 | Appleton Partners Inc. MA | 26,302 | $1.50M | 0.1% | -15.2% | 3.288% | |
| 11/13/2023 | LPL Financial LLC | 126,031 | $6.81M | 0.0% | +119.9% | 15.754% | |
| 11/7/2023 | OmniStar Financial Group Inc. | 13,029 | $706K | 0.8% | +6.3% | 1.629% | |
| 11/4/2023 | NBC Securities Inc. | 698 | $37K | 0.0% | N/A | 0.087% | |
| 10/27/2023 | Capital Advisors Ltd. LLC | 7,869 | $425K | 0.1% | +100.8% | 0.984% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 11,411 | $616K | 0.0% | +15.9% | 1.426% | |
| 10/23/2023 | Sentinel Pension Advisors Inc. | 4,479 | $242K | 0.1% | +5.1% | 0.560% | |
| 10/3/2023 | Appleton Partners Inc. MA | 31,007 | $1.68M | 0.1% | -10.7% | 3.876% | |
| 8/10/2023 | Osaic Holdings Inc. | 85,428 | $4.74M | 0.0% | +10,330.8% | 10.679% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 99,210 | $5.50M | 0.0% | +592.1% | 12.401% | |
| 7/31/2023 | LPL Financial LLC | 57,322 | $3.18M | 0.0% | -2.0% | 7.165% | |
| 7/31/2023 | BMS Financial Advisors LLC | 69,353 | $3.84M | 2.5% | N/A | 8.669% | |
| 7/24/2023 | OmniStar Financial Group Inc. | 12,254 | $680K | 0.8% | -11.2% | 1.591% | |
| 7/21/2023 | Wealth Enhancement Advisory Services LLC | 8,725 | $484K | 0.0% | -50.5% | 1.133% | |
| 7/19/2023 | Aspiriant LLC | 13,292 | $737K | 0.0% | -7.6% | 1.726% | |
| 7/13/2023 | Miracle Mile Advisors LLC | 51,363 | $1.56M | 0.0% | N/A | 6.671% | |
| 7/13/2023 | Cabot Wealth Management Inc. | 14,833 | $822K | 0.1% | +6.3% | 1.926% | |
| 7/10/2023 | Appleton Partners Inc. MA | 34,724 | $1.93M | 0.2% | -25.6% | 4.510% | |
| 5/15/2023 | Flow Traders U.S. LLC | 31,585 | $1.76M | 0.1% | +171.3% | 4.102% | |
| 5/10/2023 | LPL Financial LLC | 58,502 | $3.25M | 0.0% | -17.9% | 7.598% | |
| 5/3/2023 | Capital Advisors Ltd. LLC | 3,927 | $218K | 0.0% | -24.9% | 0.510% | |
| 5/1/2023 | OmniStar Financial Group Inc. | 13,798 | $767K | 1.0% | N/A | 1.792% | |
| 4/28/2023 | Sentinel Pension Advisors Inc. | 4,277 | $237K | 0.1% | -8.0% | 0.555% | |
| 4/25/2023 | Wealth Enhancement Advisory Services LLC | 17,630 | $980K | 0.0% | +1.5% | 2.290% | |
| 4/25/2023 | Geneos Wealth Management Inc. | 1,519 | $84K | 0.0% | +379.2% | 0.197% | |
| 4/20/2023 | Cabot Wealth Management Inc. | 13,950 | $775K | 0.1% | +16.0% | 1.812% | |
| 4/10/2023 | Appleton Partners Inc. MA | 46,691 | $2.60M | 0.2% | -5.3% | 6.064% | |
| 3/6/2023 | OLD Mission Capital LLC | 2,394 | $128K | 0.0% | -89.8% | 0.311% | |
| 2/10/2023 | KWB Wealth | 4,370 | $233K | 0.0% | N/A | 0.568% | |
| 2/7/2023 | Capital Advisors Ltd. LLC | 5,227 | $279K | 0.0% | -3.7% | 0.679% | |
| 2/7/2023 | LPL Financial LLC | 71,217 | $3.81M | 0.0% | +38.2% | 9.249% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 14,348 | $767K | 0.0% | -18.0% | 1.863% | |
| 2/6/2023 | Sentinel Pension Advisors Inc. | 4,651 | $249K | 0.1% | -13.2% | 0.604% | |
| 1/31/2023 | Cabot Wealth Management Inc. | 12,031 | $643K | 0.1% | +6.8% | 1.562% | |
| 1/26/2023 | Comerica Bank | 14,387 | $816K | 0.0% | -12.8% | 1.868% | |
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| 1/19/2023 | Appleton Partners Inc. MA | 49,302 | $2.63M | 0.2% | -15.4% | 6.403% | |
| 11/15/2022 | Flow Traders U.S. LLC | 9,372 | $476K | 0.0% | -46.5% | 1.217% | |
| 11/14/2022 | OLD Mission Capital LLC | 23,372 | $1.19M | 0.0% | +1.8% | 3.035% | |
| 11/9/2022 | Capital Advisors Ltd. LLC | 5,427 | $276K | 0.1% | -39.7% | 0.705% | |
| 11/1/2022 | Sentinel Pension Advisors Inc. | 5,360 | $272K | 0.1% | -11.5% | 0.696% | |
| 10/28/2022 | Comerica Bank | 16,498 | $831K | 0.0% | -5.5% | 2.143% | |
| 10/27/2022 | Appleton Partners Inc. MA | 58,296 | $2.96M | 0.3% | -15.3% | 7.571% | |
| 10/25/2022 | Outlook Wealth Advisors LLC | 18,217 | $925K | 0.4% | -2.2% | 2.366% | |
| 10/19/2022 | Cabot Wealth Management Inc. | 11,263 | $572K | 0.1% | -6.7% | 1.463% | |
| 10/17/2022 | Wealth Enhancement Advisory Services LLC | 17,369 | $897K | 0.0% | N/A | 2.256% | |
