| 3/6/2025 | Wood Tarver Financial Group LLC | 31,293 | $1.27M | 0.4% | N/A | 0.510% | |
| 2/27/2025 | REAP Financial Group LLC | 248,363 | $10.12M | 2.5% | -2.0% | 6.209% | |
| 2/25/2025 | Armis Advisers LLC | 273,519 | $11.14M | 1.4% | N/A | 6.838% | |
| 2/17/2025 | Cetera Investment Advisers | 71,009 | $2.89M | 0.0% | -19.3% | 1.775% | |
| 2/14/2025 | Jane Street Group LLC | 5,545 | $226K | 0.0% | -69.7% | 0.139% | |
| 2/14/2025 | Two Sigma Securities LLC | 7,629 | $311K | 0.0% | N/A | 0.191% | |
| 2/13/2025 | Barclays PLC | 2,538 | $103K | 0.0% | +75.0% | 0.063% | |
| 2/13/2025 | Townsquare Capital LLC | 9,847 | $401K | 0.0% | -29.3% | 0.246% | |
| 2/13/2025 | Raymond James Financial Inc. | 492,977 | $20.08M | 0.0% | N/A | 12.324% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 55,916 | $2.28M | 0.0% | +3.2% | 1.398% | |
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| 2/12/2025 | OLD Mission Capital LLC | 34,933 | $1.42M | 0.0% | +39.5% | 0.873% | |
| 2/12/2025 | JPMorgan Chase & Co. | 2,744 | $112K | 0.0% | -74.5% | 0.069% | |
| 2/11/2025 | Grantvest Financial Group LLC | 34,277 | $1.40M | 1.6% | N/A | 0.857% | |
| 2/11/2025 | LPL Financial LLC | 23,255 | $947K | 0.0% | +16.8% | 0.581% | |
| 2/10/2025 | IMG Wealth Management Inc. | 5,940 | $242K | 0.2% | N/A | 0.149% | |
| 2/10/2025 | Harbour Investments Inc. | 49,586 | $2.02M | 0.1% | -11.0% | 1.240% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 119,042 | $4.85M | 0.0% | -2.4% | 2.976% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 6,231 | $254K | 0.0% | -21.2% | 0.156% | |
| 2/10/2025 | Farther Finance Advisors LLC | 729 | $30K | 0.0% | N/A | 0.018% | |
| 2/6/2025 | Raymond James Financial Inc. | 492,977 | $20.08M | 0.0% | N/A | 12.324% | |
| 1/31/2025 | Truist Financial Corp | 47,737 | $1.95M | 0.0% | -0.5% | 1.193% | |
| 1/30/2025 | Hickory Asset Management Inc. | 28,841 | $1.18M | 1.0% | N/A | 0.721% | |
| 1/24/2025 | Spire Wealth Management | 32,219 | $1.31M | 0.0% | -42.9% | 0.805% | |
| 1/23/2025 | Strategic Blueprint LLC | 5,533 | $225K | 0.0% | -16.1% | 0.138% | |
| 1/22/2025 | Wetzel Investment Advisors Inc. | 18,379 | $749K | 0.4% | -1.4% | 0.459% | |
| 1/21/2025 | Precedent Wealth Partners LLC | 160,471 | $6.54M | 2.1% | +0.4% | 4.012% | |
| 1/21/2025 | AlphaMark Advisors LLC | 1,215 | $49K | 0.0% | -53.5% | 0.030% | |
| 1/17/2025 | Mutual Advisors LLC | 24,491 | $1.01M | 0.0% | -12.7% | 0.612% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 15,592 | $635K | 0.0% | -13.3% | 0.390% | |
| 1/14/2025 | Signal Advisors Wealth LLC | 10,813 | $441K | 0.0% | -9.1% | 0.270% | |
| 12/26/2024 | JPMorgan Chase & Co. | 10,744 | $429K | 0.0% | -33.2% | 0.269% | |
| 11/19/2024 | Barclays PLC | 1,450 | $58K | 0.0% | N/A | 0.036% | |
| 11/18/2024 | Sunbelt Securities Inc. | 16,565 | $662K | 0.1% | -1.5% | 0.414% | |
| 11/15/2024 | Barclays PLC | 1,450 | $58K | 0.0% | N/A | 0.036% | |
| 11/15/2024 | Jane Street Group LLC | 18,299 | $731K | 0.0% | N/A | 0.457% | |
| 11/12/2024 | StoneX Group Inc. | 18,991 | $759K | 0.1% | -6.2% | 0.475% | |
| 11/12/2024 | Jim Saulnier & Associates LLC | 13,131 | $525K | 0.5% | N/A | 0.328% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 91,414 | $3.65M | 0.1% | N/A | 2.285% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 5,084 | $203K | 0.0% | N/A | 0.127% | |
| 11/6/2024 | Main Street Financial Solutions LLC | 7,886 | $315K | 0.0% | -3.1% | 0.197% | |
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| 11/5/2024 | Harbour Investments Inc. | 55,707 | $2.23M | 0.1% | -16.5% | 1.393% | |
| 11/1/2024 | Assetmark Inc. | 678 | $27K | 0.0% | +100.0% | 0.017% | |
| 11/1/2024 | Holistic Planning LLC | 5,840 | $233K | 0.1% | N/A | 0.146% | |
| 10/30/2024 | Wetzel Investment Advisors Inc. | 18,648 | $745K | 0.4% | -2.9% | 0.466% | |
| 10/25/2024 | Strategic Blueprint LLC | 6,598 | $264K | 0.0% | -47.6% | 0.165% | |
| 10/21/2024 | Integrity Financial Corp WA | 38,178 | $1.53M | 0.9% | +3.4% | 0.954% | |
| 10/21/2024 | Retirement Guys Formula LLC | 6,026 | $241K | 0.1% | -72.7% | 0.151% | |
| 10/18/2024 | Raymond James & Associates | 202,356 | $8.09M | 0.0% | -0.9% | 5.059% | |
| 10/18/2024 | Precedent Wealth Partners LLC | 159,800 | $6.39M | 2.1% | N/A | 3.995% | |
| 10/17/2024 | Sloy Dahl & Holst LLC | 24,215 | $968K | 0.2% | -1.3% | 0.605% | |
| 10/17/2024 | AlphaMark Advisors LLC | 2,615 | $105K | 0.0% | -67.0% | 0.065% | |
| 10/8/2024 | CWM LLC | 89,328 | $3.57M | 0.0% | -7.4% | 2.233% | |
| 10/8/2024 | Sage Capital Advisors llc | 5,115 | $204K | 0.1% | -40.9% | 0.128% | |
| 10/8/2024 | Brookstone Capital Management | 6,229 | $249K | 0.0% | -39.1% | 0.156% | |
| 8/22/2024 | Cetera Investment Advisers | 266,363 | $10.25M | 0.0% | +172.0% | 6.659% | |
| 8/21/2024 | Truist Financial Corp | 48,086 | $1.85M | 0.0% | +79.9% | 1.202% | |
| 8/16/2024 | Sunbelt Securities Inc. | 16,821 | $647K | 0.1% | +339.0% | 0.421% | |
| 8/13/2024 | AE Wealth Management LLC | 11,905 | $458K | 0.0% | +69.9% | 0.298% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 287,085 | $11.04M | 0.0% | +1,513.1% | 7.177% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 4,647 | $179K | 0.0% | N/A | 0.116% | |
| 7/31/2024 | Spire Wealth Management | 55,101 | $2.12M | 0.1% | +542.1% | 1.378% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 122,487 | $4.71M | 0.0% | +24.3% | 3.062% | |
| 7/30/2024 | Integrity Financial Corp WA | 36,915 | $1.42M | 0.9% | +159.3% | 0.923% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 14,245 | $548K | 0.0% | +62.2% | 0.356% | |
| 7/27/2024 | Strategic Blueprint LLC | 12,582 | $484K | 0.0% | N/A | 0.315% | |
| 7/26/2024 | Harbour Investments Inc. | 66,709 | $2.57M | 0.1% | +10.2% | 1.668% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 3,395 | $131K | 0.0% | +24.0% | 0.085% | |
| 7/22/2024 | Mayfair Advisory Group LLC | 9,066 | $354K | 0.2% | N/A | 0.227% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 497,312 | $19.13M | 0.0% | N/A | 12.433% | |
| 7/19/2024 | Raymond James & Associates | 204,266 | $7.86M | 0.0% | N/A | 5.107% | |
| 7/18/2024 | Brookstone Capital Management | 10,231 | $398K | 0.0% | N/A | 0.256% | |
| 7/17/2024 | Comprehensive Financial Consultants Institutional Inc. | 9,563 | $368K | 0.1% | N/A | 0.239% | |
| 7/17/2024 | SOA Wealth Advisors LLC. | 5,362 | $206K | 0.0% | +51.4% | 0.134% | |
| 7/17/2024 | AlphaMark Advisors LLC | 7,920 | $305K | 0.1% | N/A | 0.198% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 7,106 | $273K | 0.0% | N/A | 0.178% | |
| 7/16/2024 | Foguth Wealth Management LLC. | 7,124 | $274K | 0.1% | N/A | 0.178% | |
| 7/13/2024 | Spectrum Asset Management Inc. NB CA | 9,205 | $354K | 0.2% | N/A | 0.230% | |
| 7/12/2024 | Ignite Planners LLC | 22,026 | $856K | 0.2% | -1.7% | 0.551% | |
| 7/12/2024 | DHJJ Financial Advisors Ltd. | 1,245 | $48K | 0.0% | -21.5% | 0.031% | |
| 7/10/2024 | CWM LLC | 96,422 | $3.71M | 0.0% | N/A | 2.411% | |
| 7/9/2024 | Sage Capital Advisors llc | 8,656 | $333K | 0.1% | N/A | 0.216% | |
| 5/24/2024 | Cetera Advisors LLC | 67,783 | $2.53M | 0.0% | +226.9% | 1.695% | |
| 5/24/2024 | Cetera Investment Advisers | 97,930 | $3.65M | 0.0% | +2.1% | 2.448% | |
| 5/3/2024 | Integrity Financial Corp WA | 14,234 | $531K | 0.4% | -18.2% | 0.360% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 2,737 | $102K | 0.0% | -90.6% | 0.069% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 98,534 | $3.67M | 0.0% | -12.3% | 2.495% | |
| 4/24/2024 | Spire Wealth Management | 8,581 | $320K | 0.0% | -17.9% | 0.217% | |
| 4/23/2024 | Wetzel Investment Advisors Inc. | 19,213 | $716K | 0.4% | +3.7% | 0.486% | |
| 4/19/2024 | Retirement Guys Formula LLC | 22,434 | $836K | 0.4% | +3.1% | 0.568% | |
| 4/12/2024 | Ignite Planners LLC | 22,402 | $835K | 0.2% | -5.4% | 0.396% | |
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| 4/4/2024 | Advance Capital Management Inc. | 11,676 | $435K | 0.0% | -37.5% | 0.207% | |
| 2/13/2024 | Per Stirling Capital Management LLC. | 64,610 | $2.33M | 0.4% | +2.3% | 1.144% | |
| 2/9/2024 | CreativeOne Wealth LLC | 29,807 | $1.08M | 0.1% | -58.5% | 0.528% | |
| 2/7/2024 | Concourse Financial Group Securities Inc. | 29,198 | $1.05M | 0.1% | -18.5% | 0.517% | |
| 2/2/2024 | Truist Financial Corp | 41,883 | $1.51M | 0.0% | -2.2% | 0.741% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 11,421 | $412K | 0.0% | -40.0% | 0.202% | |
| 2/1/2024 | CWM LLC | 7,970 | $288K | 0.0% | -29.7% | 0.141% | |
| 1/31/2024 | Wetzel Investment Advisors Inc. | 18,534 | $669K | 0.4% | N/A | 0.328% | |
| 1/31/2024 | Luken Investment Analytics LLC | 233,164 | $8.42M | 4.5% | +3.1% | 4.127% | |
| 1/12/2024 | Mutual Advisors LLC | 40,204 | $1.45M | 0.1% | -3.4% | 0.712% | |
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