| 5/20/2025 | Focus Partners Wealth | 45,640 | $816K | 0.0% | -10.5% | 0.231% | |
| 5/19/2025 | Jane Street Group LLC | 133,697 | $2.39M | 0.0% | +224.8% | 0.675% | |
| 5/16/2025 | Alexis Investment Partners LLC | 13,100 | $234K | 0.1% | N/A | 0.068% | |
| 5/15/2025 | Royal Bank of Canada | 172,073 | $3.08M | 0.0% | +1.8% | 0.889% | |
| 5/15/2025 | OLD Mission Capital LLC | 14,385 | $257K | 0.0% | N/A | 0.074% | |
| 5/14/2025 | Ameriprise Financial Inc. | 5,945,896 | $106.31M | 0.0% | -12.9% | 30.728% | |
| 5/12/2025 | SouthState Corp | 6,493 | $116K | 0.0% | N/A | 0.034% | |
| 5/8/2025 | Collaborative Wealth Managment Inc. | 45,828 | $819K | 0.4% | -6.2% | 0.237% | |
| 5/8/2025 | First Foundation Advisors | 41,639 | $745K | 0.0% | -6.8% | 0.215% | |
| 5/7/2025 | LPL Financial LLC | 1,057,223 | $18.90M | 0.0% | +15.7% | 5.464% | |
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| 5/6/2025 | Cetera Investment Advisers | 81,902 | $1.46M | 0.0% | +14.2% | 0.423% | |
| 5/1/2025 | Acorn Wealth Advisors LLC | 58,387 | $1.04M | 0.4% | -11.6% | 0.302% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 107,132 | $1.92M | 0.1% | +5.9% | 0.554% | |
| 4/30/2025 | New Insight Wealth Advisors | 38,137 | $682K | 0.3% | -27.7% | 0.197% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 109,336 | $1.96M | 0.0% | +1.5% | 0.565% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 40,178 | $718K | 0.0% | -12.3% | 0.208% | |
| 4/25/2025 | Westside Investment Management Inc. | 4,000 | $72K | 0.0% | N/A | 0.021% | |
| 4/25/2025 | BankPlus Wealth Management LLC | 38,769 | $693K | 0.5% | +31.9% | 0.200% | |
| 4/23/2025 | HBK Sorce Advisory LLC | 35,958 | $643K | 0.0% | -28.0% | 0.175% | |
| 4/22/2025 | 5T Wealth LLC | 10,586 | $189K | 0.1% | N/A | 0.052% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 22,626 | $405K | 0.0% | +4.6% | 0.110% | |
| 4/17/2025 | Prentice Wealth Management LLC | 19,695 | $352K | 0.1% | -96.4% | 0.096% | |
| 4/14/2025 | Millington Financial Advisors LLC | 61,400 | $1.08M | 0.7% | +3.4% | 0.300% | |
| 2/17/2025 | NorthRock Partners LLC | 15,400 | $270K | 0.0% | N/A | 0.067% | |
| 2/17/2025 | Focus Partners Wealth | 50,976 | $894K | 0.0% | +75.4% | 0.223% | |
| 2/17/2025 | Cetera Investment Advisers | 71,739 | $1.26M | 0.0% | -1.6% | 0.313% | |
| 2/17/2025 | Citadel Advisors LLC | 86,779 | $1.52M | 0.0% | +163.6% | 0.379% | |
| 2/17/2025 | Bank of America Corp DE | 852,929 | $14.95M | 0.0% | -23.6% | 3.725% | |
| 2/17/2025 | Ameriprise Financial Inc. | 6,827,937 | $119.69M | 0.0% | +4.7% | 29.816% | |
| 2/14/2025 | Jane Street Group LLC | 41,166 | $722K | 0.0% | N/A | 0.180% | |
| 2/14/2025 | Rehmann Capital Advisory Group | 101,159 | $1.77M | 0.1% | +2.5% | 0.442% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 45,825 | $803K | 0.0% | -12.6% | 0.200% | |
| 2/13/2025 | First Foundation Advisors | 44,660 | $783K | 0.0% | -2.3% | 0.195% | |
| 2/13/2025 | Raymond James Financial Inc. | 38,343 | $672K | 0.0% | N/A | 0.167% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 107,742 | $1.89M | 0.0% | +3.7% | 0.470% | |
| 2/13/2025 | Wells Fargo & Company MN | 485,720 | $8.52M | 0.0% | -15.2% | 2.121% | |
| 2/11/2025 | LPL Financial LLC | 913,817 | $16.02M | 0.0% | +33.4% | 3.990% | |
| 2/10/2025 | Collaborative Wealth Managment Inc. | 48,880 | $857K | 0.4% | -4.1% | 0.213% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 73,772 | $1.29M | 0.0% | +15.8% | 0.322% | |
| 2/10/2025 | HBK Sorce Advisory LLC | 49,944 | $876K | 0.0% | -21.0% | 0.218% | |
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| 2/7/2025 | New Insight Wealth Advisors | 52,738 | $924K | 0.5% | -27.8% | 0.230% | |
| 2/6/2025 | Raymond James Financial Inc. | 38,343 | $672K | 0.0% | N/A | 0.167% | |
| 2/5/2025 | Morgan Dempsey Capital Management LLC | 2,829 | $50K | 0.0% | N/A | 0.012% | |
| 2/4/2025 | Acorn Wealth Advisors LLC | 66,060 | $1.16M | 0.5% | -5.8% | 0.288% | |
| 2/4/2025 | Millington Financial Advisors LLC | 59,371 | $1.05M | 0.6% | +17.6% | 0.259% | |
| 2/4/2025 | Pine Valley Investments Ltd Liability Co | 1,280,287 | $22.44M | 1.3% | +15.2% | 5.591% | |
| 2/3/2025 | Prentice Wealth Management LLC | 546,190 | $9.58M | 2.8% | +5.6% | 2.385% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 16,014 | $281K | 0.0% | -3.6% | 0.070% | |
| 1/30/2025 | WealthPlan Investment Management LLC | 11,753 | $206K | 0.0% | N/A | 0.051% | |
| 1/22/2025 | BankPlus Wealth Management LLC | 29,399 | $515K | 0.4% | N/A | 0.128% | |
| 1/16/2025 | Kaydan Wealth Management Inc. | 33,825 | $593K | 0.2% | +52.6% | 0.148% | |
| 12/26/2024 | JPMorgan Chase & Co. | 225,769 | $4.17M | 0.0% | +721.5% | 0.986% | |
| 11/25/2024 | Pine Valley Investments Ltd Liability Co | 1,111,192 | $20.54M | 1.2% | +19.6% | 4.852% | |
| 11/18/2024 | Rehmann Capital Advisory Group | 98,702 | $1.83M | 0.1% | +2.3% | 0.431% | |
| 11/15/2024 | IHT Wealth Management LLC | 16,426 | $303K | 0.0% | N/A | 0.072% | |
| 11/13/2024 | Acorn Wealth Advisors LLC | 70,135 | $1.30M | 0.6% | +14.8% | 0.306% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 52,426 | $969K | 0.0% | -24.9% | 0.229% | |
| 11/6/2024 | Lifeworks Advisors LLC | 12,019 | $222K | 0.0% | N/A | 0.052% | |
| 10/24/2024 | TruNorth Capital Management LLC | 305,906 | $5.65M | 1.7% | +7.5% | 1.336% | |
| 10/16/2024 | Kaydan Wealth Management Inc. | 22,172 | $410K | 0.1% | +36.3% | 0.097% | |
| 10/11/2024 | Accelerate Investment Advisors LLC | 22,591 | $417K | 0.4% | N/A | 0.099% | |
| 10/7/2024 | Prentice Wealth Management LLC | 517,193 | $9.56M | 2.8% | +2.9% | 2.258% | |
| 8/22/2024 | Cetera Investment Advisers | 88,728 | $1.57M | 0.0% | -8.8% | 0.387% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 111,385 | $1.97M | 0.0% | +9.5% | 0.486% | |
| 8/8/2024 | HBK Sorce Advisory LLC | 71,753 | $1.27M | 0.0% | -41.1% | 0.313% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 64,741 | $1.14M | 0.0% | +2.0% | 0.283% | |
| 7/31/2024 | Concurrent Investment Advisors LLC | 16,701 | $295K | 0.0% | N/A | 0.073% | |
| 7/30/2024 | Pine Valley Investments Ltd Liability Co | 928,973 | $16.39M | 1.1% | +3.4% | 4.057% | |
| 7/30/2024 | Millington Financial Advisors LLC | 48,081 | $848K | 0.6% | +1.7% | 0.210% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 18,209 | $321K | 0.0% | -18.8% | 0.080% | |
| 7/26/2024 | Walkner Condon Financial Advisors LLC | 15,880 | $280K | 0.1% | +6.0% | 0.069% | |
| 7/18/2024 | TruNorth Capital Management LLC | 284,520 | $5.02M | 1.6% | +4.2% | 1.242% | |
| 7/16/2024 | Financial Insights Inc. | 12,439 | $219K | 0.1% | -13.0% | 0.054% | |
| 7/11/2024 | Prentice Wealth Management LLC | 502,801 | $8.87M | 2.9% | +13.7% | 2.196% | |
| 6/17/2024 | TruNorth Capital Management LLC | 273,135 | $4.86M | 1.7% | N/A | 1.193% | |
| 5/24/2024 | Cetera Investment Advisers | 97,311 | $1.73M | 0.0% | N/A | 0.425% | |
| 5/16/2024 | Jane Street Group LLC | 559,890 | $9.96M | 0.0% | +8.5% | 2.445% | |
| 5/10/2024 | First Foundation Advisors | 55,078 | $979K | 0.0% | -48.4% | 0.241% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 121,787 | $2.17M | 0.1% | -31.7% | 0.532% | |
| 5/9/2024 | New Insight Wealth Advisors | 159,630 | $2.84M | 1.8% | +3.7% | 0.697% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 88,058 | $1.57M | 0.1% | +6.8% | 0.376% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 63,492 | $1.13M | 0.0% | -6.3% | 0.271% | |
| 4/26/2024 | Financial Insights Inc. | 14,302 | $254K | 0.1% | -11.5% | 0.061% | |
| 4/23/2024 | Global Retirement Partners LLC | 9,951 | $177K | 0.0% | -24.0% | 0.043% | |
| 4/15/2024 | Prentice Wealth Management LLC | 442,263 | $7.86M | 2.7% | +4.3% | 1.791% | |
| 4/12/2024 | Kaydan Wealth Management Inc. | 15,911 | $283K | 0.1% | N/A | 0.064% | |
| 2/12/2024 | Pine Valley Investments Ltd Liability Co | 589,021 | $10.63M | 0.8% | +15.7% | 2.385% | |
| 2/9/2024 | Advisory Services Network LLC | 9,477 | $171K | 0.0% | N/A | 0.038% | |
| 2/9/2024 | Wells Fargo & Company MN | 737,751 | $13.32M | 0.0% | -1.8% | 2.987% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 70,592 | $1.27M | 0.0% | N/A | 0.286% | |
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| 2/7/2024 | Collaborative Wealth Managment Inc. | 50,731 | $916K | 0.5% | +4.7% | 0.205% | |
| 2/7/2024 | Acorn Wealth Advisors LLC | 38,795 | $700K | 0.4% | N/A | 0.157% | |
| 2/6/2024 | Private Advisor Group LLC | 66,503 | $1.20M | 0.0% | +7.8% | 0.269% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 32,775 | $592K | 0.0% | -3.0% | 0.133% | |
| 2/1/2024 | Millington Financial Advisors LLC | 45,759 | $826K | 0.7% | -6.4% | 0.185% | |
| 2/1/2024 | CWM LLC | 17,015 | $307K | 0.0% | N/A | 0.069% | |
| 1/30/2024 | Imprint Wealth LLC | 18,566 | $335K | 0.3% | +3.5% | 0.075% | |
| 1/25/2024 | HBK Sorce Advisory LLC | 178,391 | $3.22M | 0.1% | -6.1% | 0.722% | |
| 1/25/2024 | Financial Insights Inc. | 16,160 | $292K | 0.1% | -11.8% | 0.065% | |
| 1/24/2024 | International Assets Investment Management LLC | 11,877 | $214K | 0.0% | N/A | 0.048% | |
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