| 8/7/2025 | Lakeridge Wealth Management LLC | 1,925 | $212K | 0.1% | N/A | 0.178% | |
| 8/5/2025 | Bank of Montreal Can | 805 | $89K | 0.0% | -23.0% | 0.075% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 38,885 | $4.28M | 0.2% | -1.4% | 3.600% | |
| 7/31/2025 | Money Design Co. Ltd. | 23,459 | $2.58M | 0.1% | -8.0% | 2.172% | |
| 7/24/2025 | JNBA Financial Advisors | 6,477 | $712K | 0.1% | +1.4% | 0.600% | |
| 5/19/2025 | Jane Street Group LLC | 22,647 | $2.29M | 0.0% | +14.0% | 2.040% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,835 | $287K | 0.0% | +216.4% | 0.255% | |
| 5/15/2025 | Flputnam Investment Management Co. | 1,981 | $200K | 0.0% | -5.9% | 0.178% | |
| 5/15/2025 | Royal Bank of Canada | 5,647 | $572K | 0.0% | -20.3% | 0.509% | |
| 5/14/2025 | Flow Traders U.S. LLC | 15,018 | $1.52M | 0.1% | +38.8% | 1.353% | |
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| 5/13/2025 | HighTower Advisors LLC | 7,574 | $766K | 0.0% | -3.9% | 0.682% | |
| 5/8/2025 | Howland Capital Management LLC | 3,320 | $336K | 0.0% | -13.1% | 0.294% | |
| 4/28/2025 | Money Design Co. Ltd. | 25,500 | $2.58M | 0.1% | -8.2% | 2.257% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 39,438 | $3.99M | 0.2% | -2.2% | 3.490% | |
| 4/21/2025 | Osborne Partners Capital Management LLC | 2,206 | $223K | 0.0% | -19.8% | 0.195% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 4,993 | $493K | 0.0% | -2.9% | 0.430% | |
| 2/17/2025 | Focus Partners Wealth | 8,426 | $832K | 0.0% | +4.3% | 0.611% | |
| 2/17/2025 | Bank of America Corp DE | 4,994 | $493K | 0.0% | -42.4% | 0.362% | |
| 2/17/2025 | Ameriprise Financial Inc. | 18,821 | $1.86M | 0.0% | +1.4% | 1.364% | |
| 2/14/2025 | Jane Street Group LLC | 19,862 | $1.96M | 0.0% | -64.7% | 1.439% | |
| 2/14/2025 | Susquehanna International Group LLP | 19,362 | $1.91M | 0.0% | +1.9% | 1.403% | |
| 2/13/2025 | Raymond James Financial Inc. | 3,506 | $346K | 0.0% | N/A | 0.254% | |
| 2/13/2025 | Bank of Montreal Can | 1,046 | $103K | 0.0% | -66.4% | 0.076% | |
| 2/13/2025 | Wells Fargo & Company MN | 4,700 | $464K | 0.0% | -6.2% | 0.341% | |
| 2/11/2025 | LPL Financial LLC | 12,897 | $1.27M | 0.0% | -8.0% | 0.935% | |
| 2/10/2025 | Farther Finance Advisors LLC | 450 | $44K | 0.0% | N/A | 0.033% | |
| 2/7/2025 | HighTower Advisors LLC | 7,878 | $778K | 0.0% | -1.4% | 0.571% | |
| 2/7/2025 | Palisades Hudson Asset Management L.P. | 10,211 | $1.01M | 0.4% | +3.9% | 0.740% | |
| 2/6/2025 | Raymond James Financial Inc. | 3,506 | $346K | 0.0% | N/A | 0.254% | |
| 2/6/2025 | Assetmark Inc. | 470 | $46K | 0.0% | -92.0% | 0.034% | |
| 2/6/2025 | Jones Financial Companies Lllp | 896 | $88K | 0.0% | +110.3% | 0.065% | |
| 2/5/2025 | US Bancorp DE | 303 | $30K | 0.0% | -39.8% | 0.022% | |
| 2/5/2025 | Flputnam Investment Management Co. | 2,106 | $208K | 0.0% | -41.6% | 0.153% | |
| 1/30/2025 | JNBA Financial Advisors | 6,296 | $621K | 0.1% | +125.8% | 0.456% | |
| 1/23/2025 | Money Design Co. Ltd. | 27,790 | $2.77M | 0.1% | -7.4% | 2.014% | |
| 1/21/2025 | Flagship Harbor Advisors LLC | 40,310 | $3.98M | 0.2% | -0.7% | 2.921% | |
| 12/26/2024 | JPMorgan Chase & Co. | 731 | $82K | 0.0% | N/A | 0.053% | |
| 11/15/2024 | Jane Street Group LLC | 56,346 | $6.33M | 0.0% | +499.2% | 4.083% | |
| 11/15/2024 | Wolverine Trading LLC | 3,340 | $378K | 0.0% | N/A | 0.242% | |
| 11/14/2024 | Flow Traders U.S. LLC | 3,716 | $417K | 0.0% | N/A | 0.269% | |
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| 11/1/2024 | Assetmark Inc. | 5,855 | $657K | 0.0% | +8.6% | 0.424% | |
| 10/31/2024 | JNBA Financial Advisors | 2,788 | $313K | 0.0% | +11.7% | 0.202% | |
| 10/30/2024 | Palisades Hudson Asset Management L.P. | 9,825 | $1.10M | 0.5% | +11.3% | 0.712% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 5,143 | $577K | 0.0% | -17.6% | 0.373% | |
| 10/9/2024 | Money Design Co. Ltd. | 30,022 | $3.37M | 0.2% | -17.7% | 2.176% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 2,779 | $267K | 0.0% | -13.0% | 0.201% | |
| 7/23/2024 | Macroview Investment Management LLC | 386 | $37K | 0.0% | N/A | 0.028% | |
| 4/30/2024 | Lakeridge Wealth Management LLC | 2,296 | $226K | 0.1% | +12.2% | 0.161% | |
| 4/26/2024 | JNBA Financial Advisors | 1,520 | $149K | 0.0% | -29.6% | 0.106% | |
| 4/25/2024 | Osborne Partners Capital Management LLC | 3,891 | $383K | 0.0% | -34.0% | 0.272% | |
| 2/12/2024 | Palisades Hudson Asset Management L.P. | 7,456 | $825K | 0.4% | +13.5% | 0.457% | |
| 2/9/2024 | Assetmark Inc. | 4,888 | $541K | 0.0% | +99.9% | 0.300% | |
| 2/7/2024 | Endowment Wealth Management Inc. | 1,856 | $205K | 0.2% | N/A | 0.114% | |
| 2/6/2024 | National Bank of Canada FI | 1,016 | $109K | 0.0% | +16.6% | 0.062% | |
| 2/6/2024 | Howe & Rusling Inc. | 563 | $62K | 0.0% | N/A | 0.035% | |
| 2/5/2024 | Kestra Private Wealth Services LLC | 8,082 | $894K | 0.0% | -3.3% | 0.496% | |
| 1/30/2024 | Flputnam Investment Management Co. | 3,969 | $439K | 0.0% | -10.7% | 0.243% | |
| 1/29/2024 | Money Design Co. Ltd. | 44,368 | $4.91M | 0.3% | -10.2% | 2.722% | |
| 1/18/2024 | Elk River Wealth Management LLC | 1,865 | $206K | 0.0% | N/A | 0.114% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 5,033 | $557K | 0.0% | -14.3% | 0.309% | |
| 12/6/2023 | David R. Rahn & Associates Inc. | 38,039 | $3.99M | 2.0% | -4.0% | 2.334% | |
| 11/8/2023 | HighTower Advisors LLC | 10,414 | $1.09M | 0.0% | -73.9% | 0.639% | |
| 11/8/2023 | Pathstone Family Office LLC | 8,904 | $933K | 0.0% | N/A | 0.546% | |
| 11/8/2023 | Kestra Private Wealth Services LLC | 8,359 | $876K | 0.0% | +3.0% | 0.513% | |
| 10/30/2023 | Money Design Co. Ltd. | 49,397 | $5.18M | 0.3% | -27.9% | 3.030% | |
| 10/27/2023 | Assetmark Inc. | 2,445 | $256K | 0.0% | N/A | 0.150% | |
| 10/26/2023 | Osborne Partners Capital Management LLC | 5,891 | $617K | 0.0% | -7.5% | 0.361% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 5,873 | $615K | 0.0% | -10.9% | 0.360% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 9,036 | $947K | 0.0% | -5.4% | 0.554% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 2,912 | $305K | 0.0% | +15.2% | 0.179% | |
| 10/17/2023 | Howland Capital Management LLC | 3,820 | $400K | 0.0% | -9.5% | 0.234% | |
| 10/17/2023 | Flagship Harbor Advisors LLC | 42,784 | $4.48M | 0.4% | -1.6% | 2.625% | |
| 8/8/2023 | Kestra Private Wealth Services LLC | 8,112 | $991K | 0.0% | -28.6% | 0.498% | |
| 8/2/2023 | Bank of Montreal Can | 1,244 | $155K | 0.0% | N/A | 0.076% | |
| 7/31/2023 | LPL Financial LLC | 17,405 | $2.13M | 0.0% | -3.9% | 1.068% | |
| 7/28/2023 | Money Design Co. Ltd. | 68,466 | $8.37M | 0.5% | -25.3% | 3.958% | |
| 7/27/2023 | David R. Rahn & Associates Inc. | 39,625 | $4.84M | 2.3% | -3.8% | 2.290% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 6,591 | $805K | 0.0% | -19.9% | 0.381% | |
| 7/25/2023 | WealthPlan Investment Management LLC | 3,018 | $93K | 0.0% | +325.7% | 0.174% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 9,550 | $1.17M | 0.0% | -3.5% | 0.552% | |
| 7/11/2023 | Flagship Harbor Advisors LLC | 43,464 | $5.31M | 0.4% | +11.4% | 2.512% | |
| 5/15/2023 | David R. Rahn & Associates Inc. | 41,187 | $5.01M | 2.6% | N/A | 2.314% | |
| 5/12/2023 | HighTower Advisors LLC | 43,031 | $5.23M | 0.0% | +1.6% | 2.417% | |
| 5/8/2023 | WealthPlan Investment Management LLC | 709 | $86K | 0.0% | N/A | 0.040% | |
| 5/8/2023 | WealthShield Partners LLC | 321 | $39K | 0.0% | N/A | 0.018% | |
| 5/5/2023 | Howland Capital Management LLC | 4,220 | $513K | 0.0% | -12.4% | 0.237% | |
| 5/1/2023 | Money Concepts Capital Corp | 10,080 | $384K | 0.0% | +1,091.5% | 0.566% | |
| 4/27/2023 | Money Design Co. Ltd. | 91,647 | $11.14M | 0.7% | N/A | 5.149% | |
| 4/24/2023 | Osborne Partners Capital Management LLC | 6,366 | $774K | 0.1% | -2.2% | 0.358% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 8,232 | $1M | 0.0% | -8.4% | 0.476% | |
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| 4/12/2023 | Flagship Harbor Advisors LLC | 39,006 | $4.74M | 0.4% | -2.0% | 2.255% | |
| 2/9/2023 | HighTower Advisors LLC | 42,356 | $4.70M | 0.0% | +16.0% | 2.448% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 8,982 | $996K | 0.0% | -2.3% | 0.519% | |
| 2/8/2023 | UBS Group AG | 23,899 | $2.65M | 0.0% | +3.2% | 1.381% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 10,578 | $1.17M | 0.0% | -2.8% | 0.611% | |
| 2/7/2023 | LPL Financial LLC | 19,156 | $2.12M | 0.0% | -5.8% | 1.107% | |
| 2/1/2023 | Bank of Montreal Can | 2,026 | $242K | 0.0% | +63.4% | 0.117% | |
| 2/1/2023 | Kestra Private Wealth Services LLC | 12,906 | $1.43M | 0.1% | +18.2% | 0.746% | |
| 1/31/2023 | Flputnam Investment Management Co. | 4,649 | $515K | 0.0% | +8.0% | 0.269% | |
| 1/13/2023 | Flagship Harbor Advisors LLC | 39,809 | $4.41M | 0.5% | -2.4% | 2.236% | |
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