| 5/17/2024 | Comerica Bank | 8,468 | $200K | 0.0% | +1,076.1% | 0.107% | |
| 5/14/2024 | CreativeOne Wealth LLC | 80,000 | $1.89M | 0.1% | N/A | 1.013% | |
| 5/14/2024 | Sentinel Pension Advisors Inc. | 22,932 | $540K | 0.1% | +29.5% | 0.290% | |
| 5/13/2024 | PAX Financial Group LLC | 43,682 | $1.03M | 0.2% | -7.2% | 0.553% | |
| 5/6/2024 | OLD Second National Bank of Aurora | 7,877 | $186K | 0.0% | -9.0% | 0.098% | |
| 5/4/2024 | Paulson Wealth Management Inc. | 27,660 | $652K | 0.2% | +8.9% | 0.364% | |
|
| 5/3/2024 | AA Financial Advisors LLC | 18,949 | $447K | 0.2% | +15.4% | 0.249% | |
| 5/2/2024 | First Command Advisory Services Inc. | 1,931 | $46K | 0.0% | N/A | 0.025% | |
| 4/30/2024 | Private Advisor Group LLC | 42,158 | $993K | 0.0% | +58.9% | 0.555% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 237,219 | $5.59M | 0.0% | +6.1% | 3.121% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 1,900 | $45K | 0.0% | N/A | 0.025% | |
| 4/26/2024 | MONECO Advisors LLC | 9,945 | $234K | 0.0% | +11.5% | 0.131% | |
| 4/23/2024 | Precedent Wealth Partners LLC | 45,773 | $1.08M | 0.5% | +32.1% | 0.602% | |
| 4/19/2024 | Cornerstone Wealth Management LLC | 34,779 | $820K | 0.1% | +1.4% | 0.464% | |
| 4/18/2024 | Silverlake Wealth Management LLC | 10,968 | $258K | 0.1% | N/A | 0.146% | |
| 4/17/2024 | River Street Advisors LLC | 31,927 | $752K | 0.5% | N/A | 0.426% | |
| 4/16/2024 | OneAscent Financial Services LLC | 126,418 | $2.98M | 0.3% | +1.0% | 1.686% | |
| 4/16/2024 | Webster Bank N. A. | 8,810 | $208K | 0.0% | +21.3% | 0.117% | |
| 4/16/2024 | Astoria Portfolio Advisors LLC. | 36,862 | $866K | 0.3% | +1.3% | 0.491% | |
| 4/16/2024 | Atlantic Union Bankshares Corp | 65,903 | $1.55M | 0.1% | +6.1% | 0.879% | |
| 4/16/2024 | Tlwm | 23,934 | $564K | 0.1% | +3.2% | 0.319% | |
| 4/12/2024 | CGN Advisors LLC | 68,882 | $1.62M | 0.2% | -30.0% | 0.918% | |
| 4/10/2024 | Sterling Financial Group Inc. | 17,960 | $423K | 0.2% | -42.0% | 0.239% | |
| 4/1/2024 | Confluence Investment Management LLC | 235,096 | $5.54M | 0.1% | N/A | 3.359% | |
| 3/22/2024 | Cooksen Wealth LLC | 14,776 | $351K | 0.4% | N/A | 0.211% | |
| 3/13/2024 | MONECO Advisors LLC | 8,919 | $212K | 0.0% | N/A | 0.127% | |
| 2/16/2024 | Hobbs Group Advisors LLC | 32,859 | $781K | 0.3% | N/A | 0.469% | |
| 2/13/2024 | Paulson Wealth Management Inc. | 25,393 | $603K | 0.2% | +11.4% | 0.363% | |
| 2/9/2024 | Wells Fargo & Company MN | 392,921 | $9.33M | 0.0% | +1.8% | 5.613% | |
| 2/8/2024 | Brown Advisory Inc. | 25,976 | $617K | 0.0% | N/A | 0.371% | |
| 2/8/2024 | Meridian Wealth Management LLC | 14,891 | $354K | 0.0% | N/A | 0.213% | |
| 2/8/2024 | Beacon Pointe Advisors LLC | 24,126 | $573K | 0.0% | +55.2% | 0.345% | |
| 2/7/2024 | Astoria Portfolio Advisors LLC. | 36,391 | $861K | 0.4% | -2.6% | 0.520% | |
| 2/6/2024 | Private Advisor Group LLC | 26,536 | $630K | 0.0% | +131.5% | 0.379% | |
| 2/6/2024 | Benjamin F. Edwards & Company Inc. | 24,431 | $580K | 0.0% | +88.2% | 0.349% | |
| 2/5/2024 | Savant Capital LLC | 32,303 | $767K | 0.0% | -12.9% | 0.461% | |
| 2/5/2024 | MONECO Advisors LLC | 8,919 | $212K | 0.0% | N/A | 0.127% | |
| 2/2/2024 | Addison Advisors LLC | 10,895 | $259K | 0.1% | -5.5% | 0.160% | |
| 2/1/2024 | Masso Torrence Wealth Management Inc. | 12,378 | $294K | 0.2% | +3.6% | 0.182% | |
| 1/31/2024 | OLD Second National Bank of Aurora | 8,654 | $206K | 0.1% | -17.7% | 0.127% | |
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| 1/31/2024 | Key Financial Inc | 69,113 | $1.64M | 0.4% | +18.1% | 1.016% | |
| 1/30/2024 | Latitude Advisors LLC | 9,049 | $215K | 0.2% | -7.3% | 0.133% | |
| 1/30/2024 | Avior Wealth Management LLC | 12,088 | $287K | 0.0% | -53.6% | 0.178% | |
| 1/30/2024 | Carnegie Capital Asset Management LLC | 33,785 | $803K | 0.0% | -18.1% | 0.497% | |
| 1/24/2024 | Venture Visionary Partners LLC | 34,649 | $823K | 0.0% | -11.7% | 0.510% | |
| 1/23/2024 | Webster Bank N. A. | 7,265 | $173K | 0.0% | +146.7% | 0.107% | |
| 1/23/2024 | Denver Wealth Management Inc. | 13,289 | $316K | 0.2% | +47.0% | 0.195% | |
| 1/23/2024 | Foundry Financial Group Inc. | 11,300 | $268K | 0.2% | N/A | 0.166% | |
| 1/19/2024 | Atlantic Union Bankshares Corp | 62,114 | $1.48M | 0.1% | +30.5% | 0.971% | |
| 1/18/2024 | Precedent Wealth Partners LLC | 34,663 | $823K | 0.4% | N/A | 0.542% | |
| 1/17/2024 | Bill Few Associates Inc. | 13,197 | $314K | 0.1% | +47.9% | 0.206% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 15,524 | $369K | 0.0% | +21.1% | 0.243% | |
| 1/16/2024 | Raymond James & Associates | 137,295 | $3.26M | 0.0% | +13.6% | 2.145% | |
| 1/11/2024 | OneAscent Financial Services LLC | 125,152 | $2.97M | 0.4% | N/A | 2.019% | |
| 1/10/2024 | Cornerstone Wealth Management LLC | 34,292 | $815K | 0.1% | N/A | 0.553% | |
| 1/9/2024 | Tlwm | 23,203 | $551K | 0.1% | +4.2% | 0.374% | |
| 1/8/2024 | Horizons Wealth Management | 12,838 | $305K | 0.2% | +20.6% | 0.207% | |
| 1/5/2024 | CGN Advisors LLC | 98,417 | $2.34M | 0.3% | +10.8% | 1.587% | |
| 11/15/2023 | Lido Advisors LLC | 26,517 | $610K | 0.0% | +6.1% | 0.510% | |
| 11/13/2023 | Asset Dedication LLC | 80,339 | $1.85M | 0.2% | +3.7% | 1.545% | |
| 11/13/2023 | LPL Financial LLC | 334,732 | $7.70M | 0.0% | +7.8% | 6.437% | |
| 11/7/2023 | Addison Advisors LLC | 11,525 | $265K | 0.1% | +19.4% | 0.222% | |
| 11/7/2023 | Cookson Peirce & Co. Inc. | 8,766 | $202K | 0.0% | -9.7% | 0.169% | |
| 11/7/2023 | Savant Capital LLC | 37,078 | $852K | 0.0% | -18.0% | 0.713% | |
| 11/3/2023 | MGO One Seven LLC | 9,185 | $211K | 0.0% | N/A | 0.177% | |
| 11/3/2023 | Latitude Advisors LLC | 9,766 | $225K | 0.2% | N/A | 0.191% | |
| 11/3/2023 | Private Advisor Group LLC | 11,462 | $264K | 0.0% | +21.1% | 0.225% | |
| 11/1/2023 | Key Financial Inc | 58,513 | $1.35M | 0.5% | +24.6% | 1.147% | |
| 10/31/2023 | Resonant Capital Advisors LLC | 90,020 | $2.07M | 0.2% | -1.7% | 1.765% | |
| 10/27/2023 | Astoria Portfolio Advisors LLC. | 37,364 | $856K | 0.4% | +15.7% | 0.747% | |
| 10/26/2023 | WESPAC Advisors LLC | 25,558 | $588K | 0.4% | +99.9% | 0.511% | |
| 10/25/2023 | OLD Second National Bank of Aurora | 10,519 | $242K | 0.1% | -15.6% | 0.210% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 12,819 | $295K | 0.0% | -13.4% | 0.256% | |
| 10/24/2023 | Raymond James & Associates | 120,880 | $2.78M | 0.0% | +4.3% | 2.418% | |
| 10/23/2023 | Sentinel Pension Advisors Inc. | 12,302 | $283K | 0.1% | +43.5% | 0.246% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 99,107 | $2.28M | 0.0% | +3.9% | 1.982% | |
| 10/20/2023 | Atlantic Union Bankshares Corp | 47,583 | $1.09M | 0.1% | +13.3% | 0.952% | |
| 10/19/2023 | Sterling Financial Group Inc. | 30,957 | $712K | 0.4% | +16.3% | 0.619% | |
| 10/13/2023 | CGN Advisors LLC | 88,821 | $2.04M | 0.3% | +6.5% | 1.776% | |
| 10/13/2023 | Venture Visionary Partners LLC | 39,240 | $902K | 0.1% | -4.6% | 0.785% | |
| 10/11/2023 | Legacy Private Trust Co. | 53,737 | $1.24M | 0.1% | +148.9% | 1.075% | |
| 10/11/2023 | Tlwm | 22,274 | $512K | 0.1% | +111.2% | 0.445% | |
| 10/10/2023 | Confluence Investment Management LLC | 238,448 | $5.48M | 0.1% | -0.7% | 4.769% | |
| 9/7/2023 | Sterling Financial Group Inc. | 26,607 | $626K | 0.4% | +44.8% | 0.566% | |
| 8/22/2023 | Asset Dedication LLC | 77,450 | $1.82M | 0.2% | +12.5% | 1.648% | |
| 8/11/2023 | Masso Torrence Wealth Management Inc. | 11,953 | $281K | 0.2% | +27.3% | 0.254% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 95,384 | $2.24M | 0.0% | +1.2% | 2.029% | |
| 8/10/2023 | Private Advisor Group LLC | 9,461 | $222K | 0.0% | N/A | 0.201% | |
| 8/9/2023 | Flow Traders U.S. LLC | 17,213 | $405K | 0.0% | -49.4% | 0.366% | |
| 8/9/2023 | Lido Advisors LLC | 24,998 | $588K | 0.0% | N/A | 0.532% | |
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| 8/8/2023 | Claro Advisors LLC | 9,062 | $213K | 0.1% | -48.4% | 0.193% | |
| 8/4/2023 | Savant Capital LLC | 45,194 | $1.06M | 0.0% | -21.4% | 0.962% | |
| 8/4/2023 | IFP Advisors Inc | 1,726 | $43K | 0.0% | +292.3% | 0.037% | |
| 8/3/2023 | Addison Advisors LLC | 9,650 | $227K | 0.1% | N/A | 0.205% | |
| 8/2/2023 | Bank of Montreal Can | 14,029 | $334K | 0.0% | N/A | 0.298% | |
| 8/1/2023 | Cookson Peirce & Co. Inc. | 9,708 | $228K | 0.0% | N/A | 0.207% | |
| 8/1/2023 | Paulson Wealth Management Inc. | 23,036 | $542K | 0.2% | +7.0% | 0.490% | |
| 7/31/2023 | LPL Financial LLC | 310,619 | $7.30M | 0.0% | +11.2% | 6.609% | |
| 7/31/2023 | Koss Olinger Consulting LLC | 11,814 | $278K | 0.0% | +37.7% | 0.251% | |
| 7/28/2023 | Key Financial Inc | 46,963 | $1.10M | 0.4% | +60.1% | 0.999% | |
