| 8/14/2025 | Raymond James Financial Inc. | 337 | $35K | 0.0% | N/A | 0.018% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 3,530 | $370K | 0.0% | +8.3% | 0.184% | |
| 8/8/2025 | Cetera Investment Advisers | 5,744 | $602K | 0.0% | -9.8% | 0.299% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,922 | $201K | 0.0% | N/A | 0.100% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 9,015 | $945K | 0.0% | -3.9% | 0.470% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 7,908 | $829K | 0.0% | +1.6% | 0.412% | |
| 7/28/2025 | Innova Wealth Partners | 5,740 | $601K | 0.4% | +42.5% | 0.299% | |
| 7/24/2025 | IFP Advisors Inc | 3,523 | $369K | 0.0% | -12.4% | 0.183% | |
| 7/23/2025 | Armbruster Capital Management Inc. | 68,589 | $7.19M | 1.3% | +1.4% | 3.536% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 62,175 | $6.51M | 0.1% | +12.2% | 3.205% | |
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| 7/17/2025 | Janney Montgomery Scott LLC | 2,710 | $284K | 0.0% | -17.3% | 0.140% | |
| 7/16/2025 | Twelve Points Wealth Management LLC | 5,360 | $562K | 0.2% | -67.7% | 0.276% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 13,971 | $1.38M | 0.0% | +4.8% | 0.720% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 13,971 | $1.38M | 0.0% | +4.8% | 0.699% | |
| 5/16/2025 | Jones Financial Companies Lllp | 1,193,604 | $117.99M | 0.1% | +228,559.8% | 59.680% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 9,383 | $928K | 0.0% | +71.3% | 0.469% | |
| 5/15/2025 | Royal Bank of Canada | 10,282 | $1.02M | 0.0% | +1.9% | 0.514% | |
| 5/12/2025 | Benjamin Edwards Inc. | 2,353 | $233K | 0.0% | -54.5% | 0.118% | |
| 5/7/2025 | LPL Financial LLC | 96,065 | $9.50M | 0.0% | -6.1% | 4.756% | |
| 5/6/2025 | Cetera Investment Advisers | 6,371 | $630K | 0.0% | -2.6% | 0.315% | |
| 5/6/2025 | Innova Wealth Partners | 4,028 | $398K | 0.2% | +24.7% | 0.199% | |
| 5/6/2025 | AllSquare Wealth Management LLC | 69,150 | $6.84M | 4.1% | -3.8% | 3.423% | |
| 5/2/2025 | Theory Financial LLC | 31,003 | $3.07M | 1.3% | +4.1% | 1.535% | |
| 5/1/2025 | CWM LLC | 1,875 | $185K | 0.0% | -9.8% | 0.093% | |
| 4/30/2025 | Twelve Points Wealth Management LLC | 16,573 | $1.64M | 0.4% | +4.0% | 0.820% | |
| 4/30/2025 | Principal Securities Inc. | 275 | $27K | 0.0% | N/A | 0.014% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 7,782 | $769K | 0.0% | -7.1% | 0.385% | |
| 4/30/2025 | NTV Asset Management LLC | 15,146 | $1.50M | 0.2% | -6.7% | 0.750% | |
| 4/25/2025 | Smallwood Wealth Investment Management LLC | 11,298 | $1.12M | 0.7% | +21.9% | 0.559% | |
| 4/25/2025 | Valley National Advisers Inc. | 781 | $77K | 0.0% | -28.3% | 0.039% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 3,538 | $350K | 0.0% | -6.5% | 0.175% | |
| 4/17/2025 | American Institute for Advanced Investment Management LLP | 6,053 | $598K | 0.4% | -5.8% | 0.298% | |
| 4/16/2025 | Armbruster Capital Management Inc. | 67,621 | $6.68M | 1.3% | -2.8% | 3.331% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 3,858 | $381K | 0.0% | +5.6% | 0.190% | |
| 4/14/2025 | IMC Chicago LLC | 15,073 | $1.49M | 0.0% | +14.7% | 0.743% | |
| 4/10/2025 | Matrix Trust Co | 2,634 | $260K | 0.0% | +47.0% | 0.130% | |
| 4/9/2025 | Merit Financial Group LLC | 19,783 | $1.96M | 0.0% | -15.1% | 0.975% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 3,654 | $407K | 0.0% | -76.8% | 0.180% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 5,478 | $610K | 0.0% | -45.8% | 0.245% | |
| 2/17/2025 | Two Sigma Investments LP | 6,300 | $702K | 0.0% | +65.8% | 0.281% | |
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| 2/17/2025 | Captrust Financial Advisors | 12,294 | $1.37M | 0.0% | -5.4% | 0.549% | |
| 2/17/2025 | Citadel Advisors LLC | 6,578 | $733K | 0.0% | -17.5% | 0.294% | |
| 2/17/2025 | Bank of America Corp DE | 32,727 | $3.65M | 0.0% | -25.3% | 1.461% | |
| 2/17/2025 | Benjamin Edwards Inc. | 5,168 | $576K | 0.0% | -14.0% | 0.231% | |
| 2/14/2025 | Jane Street Group LLC | 2,579 | $287K | 0.0% | N/A | 0.115% | |
| 2/14/2025 | IHT Wealth Management LLC | 3,780 | $421K | 0.0% | N/A | 0.169% | |
| 2/14/2025 | Stifel Financial Corp | 18,536 | $2.06M | 0.0% | -0.7% | 0.828% | |
| 2/13/2025 | Wells Fargo & Company MN | 41,871 | $4.66M | 0.0% | +0.4% | 1.869% | |
| 2/11/2025 | LPL Financial LLC | 102,273 | $11.39M | 0.0% | -6.0% | 4.566% | |
| 2/11/2025 | AllSquare Wealth Management LLC | 71,914 | $8.01M | 4.6% | -0.8% | 3.210% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 9,993 | $1.11M | 0.0% | +3.1% | 0.446% | |
| 2/7/2025 | Independent Advisor Alliance | 3,210 | $357K | 0.0% | N/A | 0.143% | |
| 2/6/2025 | Assetmark Inc. | 674 | $75K | 0.0% | N/A | 0.030% | |
| 2/6/2025 | Jones Financial Companies Lllp | 522 | $58K | 0.0% | +552.5% | 0.023% | |
| 2/4/2025 | Theory Financial LLC | 29,792 | $3.32M | 1.4% | -1.5% | 1.330% | |
| 1/31/2025 | NTV Asset Management LLC | 16,241 | $1.81M | 0.2% | -8.0% | 0.725% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 13,282 | $1.48M | 0.0% | N/A | 0.593% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 13,282 | $1.48M | 0.0% | N/A | 0.593% | |
| 1/27/2025 | IMC Chicago LLC | 13,138 | $1.46M | 0.0% | N/A | 0.587% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 8,378 | $933K | 0.0% | -5.2% | 0.374% | |
| 1/23/2025 | Twelve Points Wealth Management LLC | 15,939 | $1.78M | 0.5% | +0.6% | 0.712% | |
| 1/22/2025 | Armbruster Capital Management Inc. | 69,553 | $7.75M | 1.6% | -1.4% | 3.105% | |
| 1/17/2025 | Smallwood Wealth Investment Management LLC | 9,271 | $1.03M | 0.7% | +42.3% | 0.414% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 3,186 | $355K | 0.0% | +2.9% | 0.142% | |
| 1/15/2025 | Merit Financial Group LLC | 23,303 | $2.60M | 0.0% | +15.1% | 1.040% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 55,450 | $6.18M | 0.2% | +3.3% | 2.475% | |
| 1/13/2025 | Matrix Trust Co | 1,792 | $200K | 0.0% | +573.7% | 0.080% | |
| 1/8/2025 | Worth Asset Management LLC | 3,459 | $385K | 0.2% | N/A | 0.154% | |
| 1/8/2025 | Innova Wealth Partners | 3,230 | $360K | 0.2% | N/A | 0.144% | |
| 11/15/2024 | MML Investors Services LLC | 5,052 | $552K | 0.0% | -14.5% | 0.226% | |
| 11/15/2024 | Stifel Financial Corp | 18,662 | $2.04M | 0.0% | -1.4% | 0.833% | |
| 11/15/2024 | Benjamin Edwards Inc. | 6,012 | $657K | 0.0% | N/A | 0.268% | |
| 11/14/2024 | Captrust Financial Advisors | 12,993 | $1.42M | 0.0% | -7.7% | 0.580% | |
| 11/13/2024 | FMR LLC | 640 | $70K | 0.0% | +40.0% | 0.029% | |
| 11/7/2024 | Theory Financial LLC | 30,237 | $3.20M | 1.2% | -2.5% | 1.350% | |
| 10/24/2024 | Valley National Advisers Inc. | 1,035 | $113K | 0.0% | +97.1% | 0.046% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 15,755 | $1.72M | 0.0% | -24.5% | 0.703% | |
| 10/16/2024 | Smallwood Wealth Investment Management LLC | 6,516 | $712K | 0.5% | +65.9% | 0.291% | |
| 10/16/2024 | Twelve Points Wealth Management LLC | 15,841 | $1.73M | 0.5% | +7.1% | 0.707% | |
| 10/9/2024 | Matrix Trust Co | 266 | $29K | 0.0% | N/A | 0.012% | |
| 10/8/2024 | CWM LLC | 2,060 | $225K | 0.0% | -9.7% | 0.092% | |
| 8/21/2024 | Truist Financial Corp | 3,639 | $361K | 0.0% | -2.7% | 0.162% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 3,191 | $317K | 0.0% | +9.3% | 0.142% | |
| 8/16/2024 | Creative Planning | 4,235 | $420K | 0.0% | N/A | 0.189% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 7,499 | $744K | 0.0% | -14.6% | 0.335% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 9,355 | $928K | 0.0% | +8.3% | 0.418% | |
| 7/29/2024 | Armbruster Capital Management Inc. | 83,869 | $8.32M | 1.7% | -1.9% | 3.744% | |
| 7/26/2024 | Smallwood Wealth Investment Management LLC | 3,927 | $390K | 0.3% | N/A | 0.175% | |
| 7/18/2024 | Valley National Advisers Inc. | 525 | $52K | 0.0% | -15.7% | 0.023% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 20,860 | $2.07M | 0.0% | -17.1% | 0.931% | |
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| 7/16/2024 | Burke & Herbert Bank & Trust Co. | 3,650 | $362K | 0.1% | N/A | 0.163% | |
| 7/12/2024 | Twelve Points Wealth Management LLC | 14,797 | $1.47M | 0.5% | +8.9% | 0.661% | |
| 7/10/2024 | CWM LLC | 2,281 | $226K | 0.0% | -17.0% | 0.102% | |
| 5/24/2024 | Cetera Advisors LLC | 6,663 | $716K | 0.0% | +3.9% | 0.297% | |
| 5/7/2024 | Choate Investment Advisors | 2,750 | $296K | 0.0% | N/A | 0.123% | |
| 5/7/2024 | NTV Asset Management LLC | 19,136 | $2.06M | 0.3% | -5.9% | 0.854% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 8,639 | $929K | 0.0% | +3.9% | 0.372% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 8,777 | $944K | 0.0% | +31.2% | 0.378% | |
| 4/19/2024 | Valley National Advisers Inc. | 623 | $66K | 0.0% | -19.7% | 0.027% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 25,178 | $2.71M | 0.0% | -53.8% | 1.085% | |
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