| 2/17/2025 | Vista Cima Wealth Management LLC | 57,644 | $2.93M | 3.0% | N/A | 0.666% | |
| 2/17/2025 | Cetera Investment Advisers | 49,549 | $2.52M | 0.0% | +76.9% | 0.573% | |
| 2/17/2025 | Bank of America Corp DE | 183,199 | $9.32M | 0.0% | -2.0% | 2.118% | |
| 2/17/2025 | Ameriprise Financial Inc. | 2,362,695 | $120.29M | 0.0% | +16.1% | 27.314% | |
| 2/14/2025 | Jane Street Group LLC | 3,965 | $202K | 0.0% | N/A | 0.046% | |
| 2/14/2025 | Coldstream Capital Management Inc. | 55,829 | $2.84M | 0.1% | -8.4% | 0.645% | |
| 2/14/2025 | Susquehanna International Group LLP | 40,598 | $2.07M | 0.0% | +290.0% | 0.469% | |
| 2/13/2025 | NewEdge Advisors LLC | 19,203 | $977K | 0.0% | -3.7% | 0.222% | |
| 2/13/2025 | Main Street Financial Solutions LLC | 17,764 | $904K | 0.1% | +11.9% | 0.205% | |
| 2/13/2025 | Mariner LLC | 197,039 | $10.03M | 0.0% | +41.5% | 2.278% | |
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| 2/13/2025 | Envestnet Asset Management Inc. | 81,671 | $4.16M | 0.0% | -2.4% | 0.944% | |
| 2/13/2025 | Wells Fargo & Company MN | 46,623 | $2.37M | 0.0% | +14.9% | 0.539% | |
| 2/11/2025 | LPL Financial LLC | 511,078 | $26.01M | 0.0% | +20.7% | 5.908% | |
| 2/10/2025 | Harbour Investments Inc. | 4,681 | $238K | 0.0% | +1,376.7% | 0.054% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 34,106 | $1.74M | 0.0% | +3.0% | 0.394% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 91,823 | $4.67M | 0.0% | +2.1% | 1.062% | |
| 2/7/2025 | HighTower Advisors LLC | 6,952 | $354K | 0.0% | +13.8% | 0.080% | |
| 2/7/2025 | Independent Advisor Alliance | 5,172 | $263K | 0.0% | N/A | 0.060% | |
| 2/7/2025 | Hartford Funds Management Co LLC | 957,384 | $48.72M | 4.5% | -61.6% | 11.068% | |
| 2/6/2025 | Raymond James Financial Inc. | 195,867 | $9.97M | 0.0% | N/A | 2.264% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 4,355 | $222K | 0.0% | +8.9% | 0.050% | |
| 2/6/2025 | Jones Financial Companies Lllp | 14,897 | $758K | 0.0% | +126.7% | 0.172% | |
| 2/4/2025 | Golden Bell Financial Planning LLC | 31,477 | $1.60M | 1.6% | N/A | 0.364% | |
| 2/3/2025 | Private Advisor Group LLC | 95,530 | $4.86M | 0.0% | +896.7% | 1.104% | |
| 1/31/2025 | Global Retirement Partners LLC | 194,488 | $9.90M | 0.3% | -3.5% | 2.248% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 6,233 | $317K | 0.0% | N/A | 0.072% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 21,530 | $1.10M | 0.1% | N/A | 0.249% | |
| 1/29/2025 | Sovran Advisors LLC | 9,052 | $465K | 0.1% | N/A | 0.105% | |
| 1/29/2025 | Wagner Wealth Management LLC | 19,522 | $993K | 0.3% | -12.4% | 0.226% | |
| 1/28/2025 | RAM Investment Partners LLC | 4,400 | $224K | 0.1% | -23.5% | 0.051% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 81,400 | $4.14M | 0.1% | +287.7% | 0.941% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 42,741 | $2.18M | 0.0% | +7.3% | 0.494% | |
| 1/15/2025 | Fermata Advisors LLC | 148,288 | $7.55M | 1.4% | +79.0% | 1.714% | |
| 1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 580 | $30K | 0.0% | N/A | 0.007% | |
| 12/12/2024 | Brass Tax Wealth Management Inc. | 55,156 | $2.86M | 1.1% | -2.8% | 0.638% | |
| 11/25/2024 | Sanctuary Advisors LLC | 12,067 | $650K | 0.0% | -16.5% | 0.140% | |
| 11/18/2024 | Coldstream Capital Management Inc. | 60,918 | $3.16M | 0.1% | -7.9% | 0.704% | |
| 11/13/2024 | FMR LLC | 1,656 | $86K | 0.0% | -27.7% | 0.019% | |
| 11/12/2024 | Hartford Funds Management Co LLC | 2,491,787 | $129.22M | 12.0% | -3.9% | 28.807% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 9,165 | $475K | 0.0% | +4.1% | 0.106% | |
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| 11/6/2024 | Main Street Financial Solutions LLC | 15,881 | $824K | 0.1% | +3.1% | 0.184% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 39,842 | $2.07M | 0.0% | -1.2% | 0.461% | |
| 10/22/2024 | International Assets Investment Management LLC | 81,528 | $4.23M | 0.0% | +5,086.3% | 0.943% | |
| 10/16/2024 | Global Retirement Partners LLC | 201,528 | $10.45M | 0.3% | +96.1% | 2.330% | |
| 10/11/2024 | Wagner Wealth Management LLC | 22,293 | $1.16M | 0.3% | -1.6% | 0.258% | |
| 10/9/2024 | Fermata Advisors LLC | 82,850 | $4.30M | 0.9% | +20.7% | 0.958% | |
| 9/5/2024 | Sanctuary Advisors LLC | 14,458 | $669K | 0.0% | N/A | 0.167% | |
| 8/22/2024 | Cetera Investment Advisers | 44,485 | $2.14M | 0.0% | +1.1% | 0.514% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 23,046 | $1.11M | 0.0% | -2.0% | 0.266% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 91,874 | $4.42M | 0.0% | -4.6% | 1.062% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 34,984 | $1.68M | 0.0% | +13.8% | 0.404% | |
| 7/30/2024 | International Assets Investment Management LLC | 1,572 | $76K | 0.0% | N/A | 0.018% | |
| 7/19/2024 | Western Wealth Management LLC | 88,257 | $4.25M | 0.3% | +10.7% | 1.020% | |
| 7/13/2024 | Fermata Advisors LLC | 68,645 | $3.30M | 0.8% | -61.1% | 0.794% | |
| 5/24/2024 | Cetera Advisors LLC | 5,358 | $258K | 0.0% | +7.9% | 0.062% | |
| 5/24/2024 | Cetera Investment Advisers | 43,986 | $2.12M | 0.0% | N/A | 0.509% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 5,471 | $264K | 0.0% | N/A | 0.062% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 273,677 | $13.19M | 0.1% | -43.2% | 3.110% | |
| 4/30/2024 | Private Advisor Group LLC | 10,614 | $511K | 0.0% | -7.0% | 0.121% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 30,753 | $1.48M | 0.0% | +24.6% | 0.349% | |
| 4/23/2024 | Global Retirement Partners LLC | 110,260 | $5.31M | 0.2% | +17,916.3% | 1.253% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 100,929 | $4.86M | 0.0% | +45.9% | 1.147% | |
| 4/12/2024 | Fermata Advisors LLC | 176,339 | $8.50M | 1.9% | -6.6% | 2.004% | |
| 2/9/2024 | Coldstream Capital Management Inc. | 66,594 | $2.93M | 0.1% | -24.3% | 0.625% | |
| 2/8/2024 | Main Street Financial Solutions LLC | 20,307 | $893K | 0.1% | +12.8% | 0.191% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 42,748 | $1.88M | 0.0% | N/A | 0.401% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 481,708 | $21.19M | 0.2% | -1.7% | 4.523% | |
| 2/6/2024 | Private Advisor Group LLC | 11,415 | $502K | 0.0% | +66.0% | 0.107% | |
| 2/5/2024 | Hartford Funds Management Co LLC | 2,589,421 | $113.91M | 11.2% | -5.3% | 24.314% | |
| 1/31/2024 | Western Wealth Management LLC | 60,979 | $2.68M | 0.2% | +23.0% | 0.573% | |
| 1/25/2024 | International Assets Investment Management LLC | 69,156 | $3.04M | 0.0% | N/A | 0.649% | |
| 1/24/2024 | International Assets Investment Management LLC | 69,156 | $3.04M | 0.0% | N/A | 0.649% | |
| 1/19/2024 | Fermata Advisors LLC | 188,894 | $8.31M | 2.0% | N/A | 1.774% | |
| 1/19/2024 | Wagner Wealth Management LLC | 213,475 | $9.39M | 3.2% | +1.1% | 2.004% | |
| 1/18/2024 | Global Retirement Partners LLC | 612 | $27K | 0.0% | N/A | 0.006% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 69,157 | $3.04M | 0.0% | -1.6% | 0.649% | |
| 1/16/2024 | Raymond James & Associates | 17,960 | $790K | 0.0% | -4.2% | 0.169% | |
| 11/15/2023 | Resource Planning Group | 21,500 | $863K | 0.7% | -2.4% | 0.202% | |
| 11/15/2023 | Ameriprise Financial Inc. | 3,001,944 | $120.57M | 0.0% | -18.5% | 28.187% | |
| 11/13/2023 | Mariner LLC | 33,766 | $1.36M | 0.0% | -1.4% | 0.317% | |
| 11/13/2023 | LPL Financial LLC | 203,523 | $8.17M | 0.0% | +1.5% | 1.911% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 95,145 | $3.82M | 0.0% | +25.7% | 0.893% | |
| 11/9/2023 | UBS Group AG | 65,890 | $2.65M | 0.0% | -8.5% | 0.619% | |
| 11/8/2023 | Western Wealth Management LLC | 49,585 | $1.99M | 0.2% | -2.4% | 0.466% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 490,176 | $19.68M | 0.2% | -1.4% | 4.603% | |
| 11/3/2023 | Private Advisor Group LLC | 6,875 | $276K | 0.0% | N/A | 0.065% | |
| 11/3/2023 | Main Street Financial Solutions LLC | 18,010 | $723K | 0.1% | -6.2% | 0.169% | |
| 11/3/2023 | Hartford Funds Management Co LLC | 2,735,153 | $109.84M | 11.7% | -0.5% | 25.682% | |
| 11/2/2023 | Coldstream Capital Management Inc. | 87,955 | $3.53M | 0.1% | -46.1% | 0.826% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 70,266 | $2.82M | 0.0% | -22.7% | 0.660% | |
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| 10/23/2023 | Commonwealth Equity Services LLC | 107,361 | $4.31M | 0.0% | -30.1% | 1.008% | |
| 10/18/2023 | Wagner Wealth Management LLC | 211,188 | $8.48M | 3.1% | +6.6% | 1.983% | |
| 8/30/2023 | Western Wealth Management LLC | 50,815 | $2.11M | 0.2% | +2.1% | 0.477% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 153,631 | $6.37M | 0.0% | -12.3% | 1.443% | |
| 8/10/2023 | Cetera Advisors LLC | 4,967 | $206K | 0.0% | N/A | 0.047% | |
| 8/4/2023 | Main Street Financial Solutions LLC | 19,209 | $796K | 0.1% | +4.4% | 0.180% | |
| 8/4/2023 | Hartford Funds Management Co LLC | 2,748,551 | $113.87M | 11.8% | -8.0% | 25.808% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 7,237 | $300K | 0.0% | -91.3% | 0.068% | |
| 8/3/2023 | Coldstream Capital Management Inc. | 163,220 | $6.76M | 0.2% | -43.7% | 1.533% | |
| 7/31/2023 | LPL Financial LLC | 200,419 | $8.30M | 0.0% | -15.2% | 1.882% | |
