| 8/5/2025 | Claro Advisors LLC | 18,043 | $802K | 0.1% | -20.7% | 0.231% | |
| 8/5/2025 | Prosperity Consulting Group LLC | 12,170 | $541K | 0.0% | -4.6% | 0.156% | |
| 8/5/2025 | Integrity Financial Corp WA | 18,805 | $835K | 0.4% | -16.2% | 0.241% | |
| 8/4/2025 | Arbor Capital Management Inc. ADV | 7,396 | $334K | 0.3% | -6.3% | 0.095% | |
| 8/4/2025 | Spire Wealth Management | 43,583 | $1.94M | 0.1% | -10.5% | 0.559% | |
| 8/4/2025 | Buck Wealth Strategies LLC | 12,818 | $569K | 0.1% | +64.1% | 0.164% | |
| 8/4/2025 | Arkadios Wealth Advisors | 12,200 | $542K | 0.0% | -6.2% | 0.156% | |
| 8/1/2025 | Ferguson Shapiro LLC | 24,991 | $1.11M | 0.4% | -0.9% | 0.320% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 167,509 | $7.44M | 0.0% | +2.7% | 2.148% | |
| 7/31/2025 | Hartford Financial Management Inc. | 147,299 | $6.54M | 1.8% | N/A | 1.888% | |
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| 7/30/2025 | LifeWealth Investments LLC | 82,313 | $3.66M | 1.2% | -4.0% | 1.055% | |
| 7/28/2025 | Harbour Investments Inc. | 16,304 | $724K | 0.0% | -12.1% | 0.209% | |
| 7/28/2025 | RFG Advisory LLC | 11,360 | $505K | 0.0% | N/A | 0.146% | |
| 7/25/2025 | Commonwealth Financial Services LLC | 148,976 | $6.62M | 1.3% | -2.1% | 1.910% | |
| 7/25/2025 | CWM LLC | 96,632 | $4.29M | 0.0% | -2.1% | 1.239% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 10,000 | $444K | 0.0% | -17.1% | 0.128% | |
| 7/23/2025 | Ignite Planners LLC | 164,405 | $7.44M | 1.1% | -0.4% | 2.108% | |
| 7/23/2025 | REAP Financial Group LLC | 159,132 | $7.07M | 1.7% | -6.1% | 2.040% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 25,374 | $1.13M | 0.1% | -48.2% | 0.325% | |
| 7/18/2025 | Truist Financial Corp | 149,625 | $6.65M | 0.0% | -0.4% | 1.918% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 10,929 | $485K | 0.0% | -92.7% | 0.140% | |
| 7/16/2025 | Signaturefd LLC | 1,145 | $51K | 0.0% | N/A | 0.015% | |
| 7/14/2025 | Abound Wealth Management | 1,100 | $49K | 0.0% | N/A | 0.014% | |
| 7/11/2025 | Farther Finance Advisors LLC | 13,278 | $590K | 0.0% | +34.0% | 0.170% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 13,939 | $624K | 0.0% | -27.7% | 0.179% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 268,871 | $11.94M | 0.9% | +50.5% | 3.447% | |
| 7/7/2025 | Nova Wealth Management Inc. | 88,112 | $3.91M | 2.9% | -12.3% | 1.130% | |
| 5/29/2025 | Nova Wealth Management Inc. | 100,477 | $4.11M | 3.5% | -22.4% | 1.251% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 40,841 | $1.67M | 0.0% | N/A | 0.509% | |
| 5/16/2025 | NewEdge Advisors LLC | 15,458 | $632K | 0.0% | -7.0% | 0.190% | |
| 5/15/2025 | OLD Mission Capital LLC | 11,869 | $485K | 0.0% | -9.3% | 0.146% | |
| 5/14/2025 | Kestra Advisory Services LLC | 93,018 | $3.81M | 0.0% | -11.6% | 1.144% | |
| 5/13/2025 | Raymond James Financial Inc. | 263,567 | $10.78M | 0.0% | -35.8% | 3.242% | |
| 5/13/2025 | HighTower Advisors LLC | 17,552 | $718K | 0.0% | -6.8% | 0.216% | |
| 5/12/2025 | Integrity Financial Corp WA | 22,441 | $918K | 0.5% | -1.9% | 0.276% | |
| 5/9/2025 | Commonwealth Financial Services LLC | 152,118 | $6.22M | 1.3% | -12.5% | 1.871% | |
| 5/9/2025 | Bouchey Financial Group Ltd | 8,080 | $330K | 0.0% | -5.6% | 0.099% | |
| 5/8/2025 | Harbour Investments Inc. | 18,544 | $758K | 0.0% | -4.7% | 0.228% | |
| 5/7/2025 | Prosperity Consulting Group LLC | 12,756 | $522K | 0.0% | -3.8% | 0.157% | |
| 5/7/2025 | LPL Financial LLC | 42,237 | $1.73M | 0.0% | +24.4% | 0.520% | |
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| 5/7/2025 | First Heartland Consultants Inc. | 8,527 | $349K | 0.0% | -33.2% | 0.105% | |
| 5/6/2025 | Cetera Investment Advisers | 85,775 | $3.51M | 0.0% | +13.3% | 1.055% | |
| 5/6/2025 | AE Wealth Management LLC | 12,252 | $501K | 0.0% | -80.2% | 0.151% | |
| 5/6/2025 | Ignite Planners LLC | 165,123 | $6.76M | 1.3% | -13.3% | 2.031% | |
| 5/2/2025 | Larson Financial Group LLC | 964 | $39K | 0.0% | -72.2% | 0.012% | |
| 5/1/2025 | CWM LLC | 98,655 | $4.04M | 0.0% | -10.7% | 1.213% | |
| 4/30/2025 | Allworth Financial LP | 1,658 | $67K | 0.0% | N/A | 0.020% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 44,962 | $1.84M | 0.6% | -31.1% | 0.553% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 163,060 | $6.67M | 0.0% | +3.1% | 2.006% | |
| 4/29/2025 | Strategic Blueprint LLC | 5,259 | $215K | 0.0% | -42.7% | 0.065% | |
| 4/29/2025 | SMART Wealth LLC | 33,079 | $1.35M | 0.5% | -20.2% | 0.407% | |
| 4/28/2025 | Smart Money Group LLC | 18,420 | $753K | 0.7% | -89.0% | 0.227% | |
| 4/28/2025 | Arbor Capital Management Inc. ADV | 7,896 | $323K | 0.3% | +4.8% | 0.097% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 12,060 | $493K | 0.1% | -16.9% | 0.148% | |
| 4/23/2025 | Spire Wealth Management | 48,691 | $1.99M | 0.1% | -13.2% | 0.612% | |
| 4/22/2025 | Buck Wealth Strategies LLC | 7,810 | $319K | 0.1% | N/A | 0.098% | |
| 4/21/2025 | LifeWealth Investments LLC | 85,780 | $3.51M | 1.4% | +34.5% | 1.079% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 149,825 | $6.13M | 0.0% | -2.1% | 1.885% | |
| 4/16/2025 | Hickory Asset Management Inc. | 132,717 | $5.43M | 4.8% | -1.0% | 1.669% | |
| 4/16/2025 | Spectrum Asset Management Inc. NB CA | 5,970 | $244K | 0.1% | -45.6% | 0.075% | |
| 4/14/2025 | Farther Finance Advisors LLC | 9,910 | $406K | 0.0% | N/A | 0.125% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 178,663 | $7.31M | 0.7% | +49.3% | 2.247% | |
| 4/10/2025 | Beacon Financial Group | 11,598 | $474K | 0.1% | -25.8% | 0.146% | |
| 4/9/2025 | NBC Securities Inc. | 5,895 | $241K | 0.0% | +117,800.0% | 0.074% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 19,292 | $810K | 0.0% | N/A | 0.234% | |
| 3/12/2025 | Centaurus Financial Inc. | 8,557 | $359K | 0.0% | +7.4% | 0.104% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 65,289 | $2.74M | 0.9% | N/A | 0.793% | |
| 2/27/2025 | REAP Financial Group LLC | 173,128 | $7.27M | 1.8% | +4.3% | 2.164% | |
| 2/26/2025 | LifeWealth Investments LLC | 63,784 | $2.68M | 1.8% | N/A | 0.797% | |
| 2/25/2025 | Armis Advisers LLC | 198,462 | $8.33M | 1.0% | N/A | 2.481% | |
| 2/18/2025 | First Heartland Consultants Inc. | 12,758 | $536K | 0.1% | -19.7% | 0.159% | |
| 2/17/2025 | Wolverine Trading LLC | 10,797 | $455K | 0.0% | N/A | 0.135% | |
| 2/17/2025 | Cetera Investment Advisers | 75,706 | $3.18M | 0.0% | -4.5% | 0.946% | |
| 2/14/2025 | Jane Street Group LLC | 24,972 | $1.05M | 0.0% | N/A | 0.312% | |
| 2/14/2025 | Schwallier Wealth Management LLC | 7,030 | $295K | 0.2% | -26.2% | 0.088% | |
| 2/14/2025 | Northern Trust Corp | 9,520 | $400K | 0.0% | N/A | 0.119% | |
| 2/14/2025 | Prosperity Consulting Group LLC | 13,261 | $557K | 0.0% | -2.5% | 0.166% | |
| 2/14/2025 | MML Investors Services LLC | 26,673 | $1.12M | 0.0% | -68.1% | 0.333% | |
| 2/13/2025 | Mariner LLC | 11,808 | $496K | 0.0% | +5.3% | 0.148% | |
| 2/13/2025 | Barclays PLC | 688 | $29K | 0.0% | -27.9% | 0.009% | |
| 2/13/2025 | Integrity Financial Corp WA | 22,879 | $960K | 0.6% | +5.5% | 0.286% | |
| 2/13/2025 | Raymond James Financial Inc. | 410,621 | $17.24M | 0.0% | N/A | 5.133% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 158,101 | $6.64M | 0.0% | -31.7% | 1.976% | |
| 2/13/2025 | Wells Fargo & Company MN | 13,060 | $548K | 0.0% | N/A | 0.163% | |
| 2/12/2025 | OLD Mission Capital LLC | 13,084 | $549K | 0.0% | N/A | 0.164% | |
| 2/11/2025 | Grantvest Financial Group LLC | 6,700 | $281K | 0.3% | N/A | 0.084% | |
| 2/11/2025 | LPL Financial LLC | 33,939 | $1.43M | 0.0% | +11.1% | 0.424% | |
| 2/10/2025 | Arbor Capital Management Inc. ADV | 7,532 | $321K | 0.3% | -9.3% | 0.094% | |
| 2/10/2025 | Harbour Investments Inc. | 19,465 | $817K | 0.0% | -5.1% | 0.243% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 7,956 | $334K | 0.0% | +5.4% | 0.099% | |
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| 2/10/2025 | Commonwealth Equity Services LLC | 74,920 | $3.15M | 0.0% | -7.8% | 0.937% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 14,610 | $613K | 0.0% | -16.3% | 0.183% | |
| 2/7/2025 | HighTower Advisors LLC | 18,832 | $791K | 0.0% | -3.7% | 0.235% | |
| 2/6/2025 | Raymond James Financial Inc. | 410,621 | $17.24M | 0.0% | N/A | 5.133% | |
| 2/6/2025 | Keystone Wealth Services LLC | 7,357 | $309K | 0.1% | -18.3% | 0.092% | |
| 2/5/2025 | Bouchey Financial Group Ltd | 8,556 | $359K | 0.0% | -14.4% | 0.107% | |
| 2/3/2025 | Advyzon Investment Management LLC | 5,015 | $211K | 0.1% | N/A | 0.063% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 7,956 | $334K | 0.0% | +5.4% | 0.099% | |
| 1/31/2025 | Truist Financial Corp | 154,343 | $6.48M | 0.0% | -8.8% | 1.929% | |
| 1/30/2025 | Hickory Asset Management Inc. | 134,069 | $5.63M | 4.8% | N/A | 1.676% | |
