| 8/18/2025 | N.E.W. Advisory Services LLC | 531 | $43K | 0.0% | -48.4% | 0.027% | |
| 8/15/2025 | Sherman Asset Management Inc. | 1,405 | $114K | 0.1% | -49.5% | 0.070% | |
| 8/15/2025 | Modern Wealth Management LLC | 19,164 | $1.56M | 0.0% | +22.1% | 0.958% | |
| 8/15/2025 | Bank of America Corp DE | 29,244 | $2.38M | 0.0% | +49.4% | 1.462% | |
| 8/14/2025 | MGB Wealth Management LLC | 3,164 | $257K | 0.1% | -5.6% | 0.158% | |
| 8/14/2025 | Raymond James Financial Inc. | 13,376 | $1.09M | 0.0% | +6.2% | 0.669% | |
| 8/14/2025 | Vivaldi Capital Management LP | 3,005 | $244K | 0.0% | -14.5% | 0.150% | |
| 8/12/2025 | JPMorgan Chase & Co. | 2,159 | $175K | 0.0% | -97.9% | 0.108% | |
| 8/11/2025 | Y.D. More Investments Ltd | 454 | $37K | 0.0% | +47.9% | 0.022% | |
| 8/8/2025 | Cetera Investment Advisers | 8,884 | $721K | 0.0% | -9.6% | 0.433% | |
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| 8/1/2025 | Envestnet Asset Management Inc. | 34,679 | $2.82M | 0.0% | +6.9% | 1.692% | |
| 7/31/2025 | Wealthfront Advisers LLC | 3,113 | $253K | 0.0% | +7.2% | 0.152% | |
| 7/25/2025 | Means Investment CO. Inc. | 4,921 | $400K | 0.0% | -3.8% | 0.240% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 10,713 | $870K | 0.1% | -27.8% | 0.523% | |
| 7/23/2025 | Meitav Investment House Ltd. | 20,738 | $1.68M | 0.0% | -1.1% | 1.012% | |
| 7/21/2025 | NTV Asset Management LLC | 11,860 | $963K | 0.1% | -18.5% | 0.579% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,367 | $111K | 0.0% | N/A | 0.067% | |
| 7/18/2025 | Truist Financial Corp | 24,750 | $2.01M | 0.0% | +6.3% | 1.207% | |
| 5/20/2025 | Belpointe Asset Management LLC | 8,706 | $716K | 0.0% | +11.5% | 0.409% | |
| 5/16/2025 | Northeast Financial Consultants Inc | 9,538 | $784K | 0.0% | -5.6% | 0.448% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 22,174 | $1.82M | 0.0% | -77.3% | 1.082% | |
| 5/16/2025 | Jones Financial Companies Lllp | 26,930 | $2.21M | 0.0% | +1,566.5% | 1.264% | |
| 5/15/2025 | Royal Bank of Canada | 3,991 | $328K | 0.0% | -75.0% | 0.187% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 4,234 | $348K | 0.0% | -24.1% | 0.199% | |
| 5/9/2025 | MGB Wealth Management LLC | 3,353 | $276K | 0.1% | -14.7% | 0.156% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 24,971 | $2.05M | 0.0% | -2.2% | 1.161% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 1,029 | $85K | 0.0% | N/A | 0.048% | |
| 5/7/2025 | LPL Financial LLC | 56,557 | $4.65M | 0.0% | -13.7% | 2.631% | |
| 5/6/2025 | Cetera Investment Advisers | 9,826 | $808K | 0.0% | -8.8% | 0.457% | |
| 5/5/2025 | Financial Harvest LLC | 2,728 | $224K | 0.1% | N/A | 0.127% | |
| 5/2/2025 | Wealthfront Advisers LLC | 2,904 | $239K | 0.0% | -31.6% | 0.135% | |
| 4/30/2025 | NTV Asset Management LLC | 14,560 | $1.20M | 0.2% | -7.0% | 0.677% | |
| 4/30/2025 | Bank Hapoalim BM | 3,034 | $249K | 0.0% | -16.0% | 0.141% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 32,455 | $2.67M | 0.0% | +222.0% | 1.510% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 14,829 | $1.22M | 0.1% | -8.2% | 0.690% | |
| 4/21/2025 | Means Investment CO. Inc. | 5,115 | $420K | 0.0% | -56.2% | 0.238% | |
| 4/17/2025 | Pacific Sun Financial Corp | 13,995 | $1.15M | 0.7% | +3.3% | 0.657% | |
| 4/14/2025 | Sherman Asset Management Inc. | 2,783 | $229K | 0.2% | +59.9% | 0.131% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 500 | $44K | 0.0% | N/A | 0.022% | |
| 2/18/2025 | Sunbelt Securities Inc. | 1,466 | $129K | 0.0% | +12.3% | 0.048% | |
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| 2/17/2025 | Waverly Advisors LLC | 4,855 | $430K | 0.0% | N/A | 0.159% | |
| 2/17/2025 | Vivaldi Capital Management LP | 2,757 | $264K | 0.0% | +13.9% | 0.090% | |
| 2/17/2025 | Cetera Investment Advisers | 10,770 | $953K | 0.0% | -33.3% | 0.353% | |
| 2/17/2025 | Bank of America Corp DE | 20,836 | $1.84M | 0.0% | -11.5% | 0.683% | |
| 2/17/2025 | BNP Paribas Financial Markets | 50,000 | $4.43M | 0.0% | N/A | 1.639% | |
| 2/17/2025 | Ameriprise Financial Inc. | 2,286 | $202K | 0.0% | -10.3% | 0.075% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 2,540 | $225K | 0.0% | -7.2% | 0.083% | |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 5,575 | $493K | 0.0% | +5.9% | 0.183% | |
| 2/14/2025 | Susquehanna International Group LLP | 23,452 | $2.08M | 0.0% | +43.5% | 0.769% | |
| 2/13/2025 | Main Street Financial Solutions LLC | 2,786 | $247K | 0.0% | -7.0% | 0.091% | |
| 2/13/2025 | Belpointe Asset Management LLC | 7,808 | $702K | 0.0% | +4.9% | 0.256% | |
| 2/13/2025 | Raymond James Financial Inc. | 15,596 | $1.38M | 0.0% | N/A | 0.511% | |
| 2/13/2025 | Bank of Montreal Can | 6,296 | $557K | 0.0% | +22.5% | 0.206% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 10,079 | $892K | 0.0% | -24.9% | 0.330% | |
| 2/13/2025 | Wells Fargo & Company MN | 13,520 | $1.20M | 0.0% | -45.5% | 0.443% | |
| 2/12/2025 | JPMorgan Chase & Co. | 101,858 | $9.02M | 0.0% | +0.3% | 3.340% | |
| 2/11/2025 | Modern Wealth Management LLC | 15,706 | $1.46M | 0.1% | N/A | 0.515% | |
| 2/11/2025 | LPL Financial LLC | 65,519 | $5.80M | 0.0% | -29.9% | 2.148% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 13,651 | $1.21M | 0.0% | -5.3% | 0.448% | |
| 2/7/2025 | HighTower Advisors LLC | 17,980 | $1.59M | 0.0% | -4.6% | 0.590% | |
| 2/7/2025 | Wealthfront Advisers LLC | 19,149 | $1.70M | 0.0% | +381.0% | 0.628% | |
| 2/6/2025 | Raymond James Financial Inc. | 15,596 | $1.38M | 0.0% | N/A | 0.511% | |
| 2/6/2025 | Jones Financial Companies Lllp | 1,616 | $143K | 0.0% | +34.8% | 0.053% | |
| 2/5/2025 | Sherman Asset Management Inc. | 1,741 | $154K | 0.1% | N/A | 0.057% | |
| 2/3/2025 | Pacific Sun Financial Corp | 13,549 | $1.20M | 0.7% | +3.0% | 0.444% | |
| 2/3/2025 | Meitav Investment House Ltd. | 20,963 | $1.86M | 0.0% | -1.7% | 0.687% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 25,529 | $2.26M | 0.0% | -2.6% | 0.837% | |
| 1/31/2025 | NTV Asset Management LLC | 15,660 | $1.39M | 0.2% | -2.2% | 0.513% | |
| 1/27/2025 | Bank Hapoalim BM | 3,611 | $320K | 0.1% | -48.2% | 0.118% | |
| 1/24/2025 | Clear Creek Financial Management LLC | 16,156 | $1.43M | 0.2% | -11.9% | 0.530% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 2,579 | $228K | 0.0% | N/A | 0.085% | |
| 12/26/2024 | JPMorgan Chase & Co. | 101,541 | $9.19M | 0.0% | +1.5% | 3.329% | |
| 11/15/2024 | MML Investors Services LLC | 2,781 | $252K | 0.0% | -4.0% | 0.091% | |
| 11/15/2024 | Northeast Financial Consultants Inc | 10,105 | $915K | 0.0% | -14.5% | 0.331% | |
| 11/15/2024 | Jane Street Group LLC | 17,827 | $1.61M | 0.0% | N/A | 0.584% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 5,264 | $476K | 0.0% | -2.4% | 0.173% | |
| 11/15/2024 | HighTower Advisors LLC | 18,848 | $1.71M | 0.0% | -3.4% | 0.618% | |
| 11/14/2024 | Flow Traders U.S. LLC | 6,438 | $583K | 0.0% | N/A | 0.211% | |
| 11/12/2024 | MGB Wealth Management LLC | 3,930 | $356K | 0.1% | -5.4% | 0.129% | |
| 11/6/2024 | Main Street Financial Solutions LLC | 2,996 | $271K | 0.0% | -30.1% | 0.098% | |
| 11/5/2024 | First Heartland Consultants Inc. | 6,056 | $548K | 0.1% | +4.8% | 0.199% | |
| 11/1/2024 | Atria Investments Inc | 6,658 | $603K | 0.0% | +10.5% | 0.218% | |
| 11/1/2024 | Quantum Private Wealth LLC | 2,500 | $226K | 0.1% | -43.0% | 0.082% | |
| 10/29/2024 | Clear Creek Financial Management LLC | 18,342 | $1.66M | 0.2% | +2.1% | 0.601% | |
| 10/28/2024 | Bank Hapoalim BM | 6,967 | $631K | 0.1% | -16.8% | 0.228% | |
| 10/9/2024 | Pacific Sun Financial Corp | 13,151 | $1.19M | 0.7% | -5.8% | 0.431% | |
| 8/22/2024 | Cetera Investment Advisers | 20,317 | $1.72M | 0.0% | -19.7% | 0.666% | |
| 8/21/2024 | Truist Financial Corp | 2,384 | $201K | 0.0% | -14.5% | 0.078% | |
| 8/16/2024 | Northeast Financial Consultants Inc | 11,815 | $997K | 0.0% | -15.8% | 0.387% | |
| 8/14/2024 | Bank of Montreal Can | 5,749 | $485K | 0.0% | +49.6% | 0.188% | |
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| 8/12/2024 | Mercer Global Advisors Inc. ADV | 2,737 | $231K | 0.0% | -12.7% | 0.090% | |
| 8/8/2024 | Main Street Financial Solutions LLC | 4,286 | $362K | 0.0% | -9.5% | 0.141% | |
| 8/2/2024 | Belpointe Asset Management LLC | 7,850 | $663K | 0.0% | -60.2% | 0.257% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 15,453 | $1.30M | 0.0% | -3.2% | 0.507% | |
| 7/25/2024 | First Heartland Consultants Inc. | 5,778 | $488K | 0.0% | +52.3% | 0.189% | |
| 7/25/2024 | Clear Creek Financial Management LLC | 17,959 | $1.52M | 0.2% | +1.8% | 0.589% | |
| 7/23/2024 | Bank Hapoalim BM | 8,372 | $707K | 0.1% | -18.9% | 0.274% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 27,885 | $2.35M | 0.0% | +7.3% | 0.914% | |
| 7/20/2024 | Means Investment CO. Inc. | 11,615 | $980K | 0.1% | -19.5% | 0.381% | |
| 7/19/2024 | Pacific Sun Financial Corp | 13,961 | $1.18M | 0.7% | -3.5% | 0.458% | |
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