| 2/27/2025 | ABLE Financial Group LLC | 4,451 | $238K | 0.1% | N/A | 0.052% | |
| 2/17/2025 | Vista Investment Management | 31,507 | $1.68M | 0.6% | +0.7% | 0.367% | |
| 2/17/2025 | Strategic Wealth Partners Ltd. | 128,638 | $7.10M | 0.6% | N/A | 1.498% | |
| 2/17/2025 | Quantinno Capital Management LP | 4,539 | $243K | 0.0% | N/A | 0.053% | |
| 2/17/2025 | CoreCap Advisors LLC | 10,057 | $537K | 0.0% | N/A | 0.117% | |
| 2/17/2025 | Citadel Advisors LLC | 5,643 | $302K | 0.0% | N/A | 0.066% | |
| 2/17/2025 | Bank of America Corp DE | 66,667 | $3.56M | 0.0% | -5.7% | 0.776% | |
| 2/17/2025 | Ameriprise Financial Inc. | 17,190 | $918K | 0.0% | -6.8% | 0.200% | |
| 2/14/2025 | Lido Advisors LLC | 14,615 | $781K | 0.0% | +20.4% | 0.170% | |
| 2/14/2025 | Stifel Financial Corp | 4,736 | $253K | 0.0% | N/A | 0.055% | |
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| 2/14/2025 | Freedom Investment Management Inc. | 9,973 | $533K | 0.0% | -9.9% | 0.116% | |
| 2/14/2025 | Adams Wealth Management | 300,698 | $16.07M | 3.1% | +6.1% | 3.501% | |
| 2/13/2025 | CacheTech Inc. | 300,698 | $16.07M | 3.0% | +6.1% | 3.501% | |
| 2/13/2025 | Raymond James Financial Inc. | 259,386 | $13.86M | 0.0% | N/A | 3.020% | |
| 2/13/2025 | Advisory Services Network LLC | 11,378 | $608K | 0.0% | -24.0% | 0.132% | |
| 2/13/2025 | Bank of Montreal Can | 3,122 | $167K | 0.0% | -23.6% | 0.036% | |
| 2/13/2025 | Waterloo Capital L.P. | 5,054 | $270K | 0.0% | N/A | 0.059% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 105,294 | $5.63M | 0.0% | +386.7% | 1.226% | |
| 2/13/2025 | Wells Fargo & Company MN | 100,082 | $5.35M | 0.0% | +1.5% | 1.165% | |
| 2/12/2025 | Treynor Bancshares Inc. | 31,911 | $1.71M | 1.8% | -37.0% | 0.371% | |
| 2/12/2025 | Joseph Group Capital Management | 55,270 | $2.95M | 1.2% | +11.8% | 0.643% | |
| 2/12/2025 | Strategy Asset Managers LLC | 22,063 | $1.18M | 0.2% | +6.1% | 0.257% | |
| 2/12/2025 | JPMorgan Chase & Co. | 52,409 | $2.80M | 0.0% | +1,611.0% | 0.610% | |
| 2/11/2025 | LPL Financial LLC | 118,984 | $6.36M | 0.0% | -2.3% | 1.385% | |
| 2/10/2025 | Corient Private Wealth LLC | 5,197 | $278K | 0.0% | -8.2% | 0.061% | |
| 2/7/2025 | HighTower Advisors LLC | 159,007 | $8.50M | 0.0% | +0.7% | 1.851% | |
| 2/7/2025 | Independent Advisor Alliance | 23,162 | $1.24M | 0.0% | N/A | 0.270% | |
| 2/6/2025 | Raymond James Financial Inc. | 259,386 | $13.86M | 0.0% | N/A | 3.020% | |
| 2/6/2025 | Jones Financial Companies Lllp | 1,676 | $90K | 0.0% | +248.4% | 0.020% | |
| 2/5/2025 | Smartleaf Asset Management LLC | 3,738 | $200K | 0.0% | N/A | 0.044% | |
| 2/5/2025 | Connable Office Inc. | 19,954 | $1.07M | 0.1% | N/A | 0.232% | |
| 2/5/2025 | US Bancorp DE | 903 | $48K | 0.0% | +554.3% | 0.011% | |
| 2/3/2025 | Private Advisor Group LLC | 35,498 | $1.90M | 0.0% | -3.8% | 0.413% | |
| 1/31/2025 | Global Retirement Partners LLC | 2,672 | $143K | 0.0% | N/A | 0.031% | |
| 1/31/2025 | Blue Chip Partners LLC | 46,610 | $2.49M | 0.2% | N/A | 0.543% | |
| 1/31/2025 | Sanctuary Advisors LLC | 61,127 | $3.41M | 0.0% | -0.5% | 0.712% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 10,686 | $571K | 0.0% | N/A | 0.124% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 10,686 | $571K | 0.0% | N/A | 0.124% | |
| 1/27/2025 | Verity Asset Management Inc. | 5,311 | $284K | 0.1% | N/A | 0.062% | |
| 1/24/2025 | Yoder Wealth Management Inc. | 31,330 | $1.67M | 0.9% | +4.4% | 0.365% | |
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| 1/21/2025 | Harel Insurance Investments & Financial Services Ltd. | 1,999,771 | $106.85M | 1.7% | +6.4% | 23.280% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 25,601 | $1.37M | 0.0% | +561.7% | 0.298% | |
| 1/17/2025 | Madison Park Capital Advisors LLC | 19,517 | $1.04M | 0.8% | -75.5% | 0.227% | |
| 1/15/2025 | Walker Asset Management LLC | 21,158 | $1.13M | 0.7% | -4.0% | 0.246% | |
| 1/15/2025 | Carnegie Investment Counsel | 31,903 | $1.71M | 0.0% | -0.9% | 0.371% | |
| 1/14/2025 | SignalPoint Asset Management LLC | 57,727 | $3.08M | 0.8% | -7.7% | 0.672% | |
| 1/13/2025 | Davis Investment Partners LLC | 27,831 | $1.46M | 0.6% | +1.7% | 0.324% | |
| 1/8/2025 | Legacy Private Trust Co. | 26,584 | $1.42M | 0.1% | -10.1% | 0.309% | |
| 1/8/2025 | Worth Asset Management LLC | 5,844 | $312K | 0.2% | N/A | 0.068% | |
| 1/7/2025 | Legend Financial Advisors Inc. | 136,817 | $7.31M | 5.2% | -3.1% | 1.593% | |
| 12/26/2024 | JPMorgan Chase & Co. | 3,063 | $160K | 0.0% | +123.4% | 0.036% | |
| 11/25/2024 | Sanctuary Advisors LLC | 61,448 | $3.33M | 0.0% | -13.8% | 0.715% | |
| 11/15/2024 | National Bank of Canada FI | 915 | $48K | 0.0% | -28.5% | 0.011% | |
| 11/15/2024 | HighTower Advisors LLC | 157,921 | $8.23M | 0.0% | -1.2% | 1.838% | |
| 11/14/2024 | Flow Traders U.S. LLC | 4,727 | $246K | 0.0% | N/A | 0.055% | |
| 11/13/2024 | Freedom Investment Management Inc. | 11,071 | $577K | 0.0% | -6.1% | 0.129% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 6,044 | $315K | 0.0% | +3.3% | 0.070% | |
| 11/8/2024 | Strategy Asset Managers LLC | 20,804 | $1.08M | 0.2% | +274.6% | 0.242% | |
| 11/8/2024 | Avior Wealth Management LLC | 1,200 | $63K | 0.0% | -25.0% | 0.014% | |
| 11/7/2024 | Joseph Group Capital Management | 49,440 | $2.58M | 1.0% | +19.0% | 0.576% | |
| 10/29/2024 | James Investment Research Inc. | 4,685 | $244K | 0.0% | -57.5% | 0.055% | |
| 10/28/2024 | CacheTech Inc. | 283,290 | $14.76M | 3.2% | +8.5% | 3.298% | |
| 10/25/2024 | Pinnacle Associates Ltd. | 23,640 | $1.12M | 0.0% | -5.0% | 0.275% | |
| 10/23/2024 | Walker Asset Management LLC | 22,041 | $1.15M | 0.7% | -1.8% | 0.257% | |
| 10/23/2024 | Yoder Wealth Management Inc. | 30,010 | $1.56M | 0.9% | +3.6% | 0.349% | |
| 10/22/2024 | Private Advisor Group LLC | 36,895 | $1.92M | 0.0% | +1.7% | 0.430% | |
| 10/19/2024 | Madison Park Capital Advisors LLC | 79,779 | $4.16M | 3.1% | N/A | 0.929% | |
| 10/18/2024 | Friedenthal Financial | 26,258 | $1.37M | 0.8% | +1.5% | 0.306% | |
| 10/18/2024 | Blue Trust Inc. | 689 | $33K | 0.0% | +134.4% | 0.008% | |
| 10/18/2024 | Legend Financial Advisors Inc. | 141,153 | $7.36M | 5.1% | +1.1% | 1.643% | |
| 10/11/2024 | Empirical Asset Management LLC | 5,376 | $280K | 0.0% | -8.2% | 0.063% | |
| 10/8/2024 | Legacy Private Trust Co. | 29,569 | $1.54M | 0.1% | +23.8% | 0.344% | |
| 10/7/2024 | SignalPoint Asset Management LLC | 62,561 | $3.28M | 0.8% | +0.7% | 0.728% | |
| 10/7/2024 | Davis Investment Partners LLC | 27,361 | $1.42M | 0.6% | -0.8% | 0.319% | |
| 9/5/2024 | Sanctuary Advisors LLC | 71,255 | $3.42M | 0.0% | N/A | 0.830% | |
| 8/22/2024 | Cetera Investment Advisers | 20,204 | $971K | 0.0% | -4.3% | 0.235% | |
| 8/16/2024 | NewEdge Advisors LLC | 87,713 | $4.21M | 0.0% | N/A | 1.021% | |
| 8/14/2024 | Treynor Bancshares Inc. | 57,915 | $2.78M | 2.9% | -4.6% | 0.674% | |
| 8/13/2024 | Joseph Group Capital Management | 41,538 | $2.00M | 1.0% | +12.3% | 0.484% | |
| 8/12/2024 | Leuthold Group LLC | 29,301 | $1.41M | 0.2% | +0.9% | 0.341% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 127,748 | $6.14M | 0.0% | -3.7% | 1.487% | |
| 8/5/2024 | Private Advisor Group LLC | 36,274 | $1.74M | 0.0% | +8.4% | 0.422% | |
| 8/2/2024 | Strategy Asset Managers LLC | 5,553 | $267K | 0.1% | -70.1% | 0.065% | |
| 7/30/2024 | International Assets Investment Management LLC | 600 | $29K | 0.0% | N/A | 0.007% | |
| 7/27/2024 | Legend Financial Advisors Inc. | 139,672 | $6.71M | 4.8% | +0.9% | 1.626% | |
| 7/26/2024 | Bank of New York Mellon Corp | 9,741 | $468K | 0.0% | -4.7% | 0.113% | |
| 7/24/2024 | Joseph P. Lucia & Associates LLC | 24,494 | $1.18M | 0.6% | -6.3% | 0.285% | |
| 7/22/2024 | Carnegie Investment Counsel | 32,196 | $1.55M | 0.0% | -1.9% | 0.375% | |
| 7/22/2024 | Harel Insurance Investments & Financial Services Ltd. | 1,600,000 | $76.86M | 1.4% | -23.8% | 18.626% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 237,049 | $11.39M | 0.0% | +0.7% | 2.760% | |
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| 7/19/2024 | Raymond James & Associates | 64,985 | $3.12M | 0.0% | -18.3% | 0.757% | |
| 7/19/2024 | Davis Investment Partners LLC | 27,595 | $1.36M | 0.6% | -12.5% | 0.321% | |
| 7/16/2024 | Friedenthal Financial | 25,874 | $1.24M | 0.8% | -2.3% | 0.301% | |
| 5/24/2024 | Cetera Advisors LLC | 5,789 | $295K | 0.0% | N/A | 0.067% | |
| 5/20/2024 | Adams Wealth Management | 247,152 | $12.61M | 3.1% | +12.5% | 2.877% | |
| 5/17/2024 | Comerica Bank | 2,196 | $112K | 0.0% | -10.1% | 0.026% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 15,777 | $805K | 0.0% | -50.9% | 0.184% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 7,345 | $375K | 0.0% | -7.9% | 0.086% | |
| 5/6/2024 | Leuthold Group LLC | 29,047 | $1.48M | 0.2% | +6.8% | 0.338% | |
| 5/4/2024 | Joseph P. Lucia & Associates LLC | 26,146 | $1.33M | 0.7% | +2.2% | 0.300% | |
