| 8/27/2025 | Orion Porfolio Solutions LLC | 51,645 | $2.52M | 0.0% | -1.0% | 0.327% | |
| 8/18/2025 | Tactive Advisors LLC | 62,867 | $3.07M | 1.0% | N/A | 0.398% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 51,645 | $2.52M | 0.0% | -1.0% | 0.327% | |
| 8/15/2025 | MML Investors Services LLC | 52,116 | $2.55M | 0.0% | -18.9% | 0.330% | |
| 8/14/2025 | Jane Street Group LLC | 6,455 | $315K | 0.0% | -94.1% | 0.041% | |
| 8/13/2025 | Per Stirling Capital Management LLC. | 22,185 | $1.08M | 0.1% | -1.0% | 0.140% | |
| 8/8/2025 | Thoroughbred Financial Services LLC | 35,094 | $1.71M | 0.1% | -41.4% | 0.222% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 6,761 | $330K | 0.0% | -64.1% | 0.043% | |
| 8/8/2025 | Kane Investment Management Inc. | 29,303 | $1.43M | 0.8% | +401.1% | 0.185% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 1,810 | $88K | 0.0% | +19.9% | 0.011% | |
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| 8/6/2025 | Commonwealth Equity Services LLC | 1,010,943 | $49.40M | 0.1% | +11.4% | 6.398% | |
| 8/6/2025 | RFG Bristol Wealth Advisors LLC | 43,096 | $2.11M | 0.7% | N/A | 0.273% | |
| 8/4/2025 | Atria Investments Inc | 125,344 | $6.12M | 0.1% | -51.2% | 0.793% | |
| 8/1/2025 | Anson Capital Inc. | 57,698 | $2.82M | 2.3% | -0.4% | 0.365% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 336,211 | $16.43M | 0.0% | +6.6% | 2.128% | |
| 7/30/2025 | Onyx Bridge Wealth Group LLC | 177,109 | $8.65M | 1.1% | +16.0% | 1.121% | |
| 7/30/2025 | Fiduciary Planning LLC | 223,306 | $10.91M | 3.6% | -3.5% | 1.413% | |
| 7/29/2025 | Socha Financial Group LLC | 944,316 | $46.14M | 20.5% | -19.7% | 5.977% | |
| 7/28/2025 | Rosenberg Matthew Hamilton | 2,198 | $107K | 0.0% | -17.9% | 0.014% | |
| 7/28/2025 | Harbour Investments Inc. | 108,155 | $5.28M | 0.1% | +1.6% | 0.685% | |
| 7/25/2025 | CWM LLC | 3,354 | $164K | 0.0% | +14.4% | 0.021% | |
| 7/23/2025 | Prasad Wealth Partners LLC | 271,431 | $13.26M | 3.9% | N/A | 1.718% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 3,207 | $157K | 0.0% | N/A | 0.020% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 173,294 | $8.47M | 0.0% | +27.1% | 1.097% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 19,228 | $939K | 0.1% | +22.4% | 0.122% | |
| 7/18/2025 | Brueske Advisory Services LLC | 16,142 | $789K | 0.5% | N/A | 0.102% | |
| 7/17/2025 | New Covenant Trust Company N.A. | 26,904 | $1.31M | 1.2% | -11.5% | 0.170% | |
| 7/16/2025 | Novem Group | 471,096 | $23.02M | 2.9% | +64.0% | 2.982% | |
| 5/20/2025 | Belpointe Asset Management LLC | 5,278 | $230K | 0.0% | N/A | 0.035% | |
| 5/19/2025 | Jane Street Group LLC | 108,652 | $4.73M | 0.0% | +1,395.3% | 0.716% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 8,330 | $362K | 0.0% | +10.7% | 0.055% | |
| 5/15/2025 | Royal Bank of Canada | 24,692 | $1.07M | 0.0% | -25.7% | 0.163% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 22,398 | $974K | 0.1% | -54.8% | 0.148% | |
| 5/14/2025 | Kestra Advisory Services LLC | 270,571 | $11.77M | 0.1% | +5.1% | 1.782% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 145,061 | $6.31M | 0.5% | +8.5% | 0.956% | |
| 5/12/2025 | Flagship Wealth Advisors LLC | 13,767 | $599K | 0.3% | N/A | 0.091% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 166,571 | $7.25M | 0.1% | +11.0% | 1.097% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 59,894 | $2.61M | 0.2% | +61.4% | 0.395% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 907,818 | $39.49M | 0.1% | +14.4% | 5.980% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 1,510 | $66K | 0.0% | N/A | 0.010% | |
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| 5/8/2025 | IFG Advisory LLC | 39,350 | $1.71M | 0.1% | N/A | 0.259% | |
| 5/8/2025 | Harbour Investments Inc. | 106,503 | $4.63M | 0.1% | +11.5% | 0.702% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 18,831 | $819K | 0.0% | +17.7% | 0.124% | |
| 5/7/2025 | LPL Financial LLC | 427,996 | $18.62M | 0.0% | -20.8% | 2.819% | |
| 5/7/2025 | Anson Capital Inc. | 57,927 | $2.52M | 2.2% | N/A | 0.382% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 7,501 | $326K | 0.0% | +32.1% | 0.049% | |
| 5/6/2025 | Tempus Wealth Planning LLC | 14,021 | $610K | 0.2% | N/A | 0.092% | |
| 5/6/2025 | Atria Investments Inc | 256,764 | $11.17M | 0.1% | -6.3% | 1.691% | |
| 5/6/2025 | Kovack Advisors Inc. | 223,787 | $9.74M | 1.0% | +0.2% | 1.474% | |
| 5/6/2025 | Elm3 Financial Group LLC | 8,557 | $372K | 0.3% | +25.2% | 0.056% | |
| 5/5/2025 | OneAscent Financial Services LLC | 63,491 | $2.76M | 0.2% | +184.8% | 0.418% | |
| 5/5/2025 | Dahring Cusmano LLC | 270,060 | $11.75M | 10.1% | +17.2% | 1.779% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 75,462 | $3.28M | 0.1% | -18.9% | 0.497% | |
| 5/2/2025 | Sigma Planning Corp | 8,501 | $370K | 0.0% | -33.1% | 0.054% | |
| 5/1/2025 | CWM LLC | 2,933 | $128K | 0.0% | +12.6% | 0.019% | |
| 4/30/2025 | Brown Advisory Inc. | 10,480 | $456K | 0.0% | N/A | 0.066% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 315,301 | $13.72M | 0.0% | +130.4% | 1.992% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 127,983 | $5.57M | 0.1% | +121.8% | 0.808% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 152,667 | $6.64M | 1.0% | N/A | 0.964% | |
| 4/28/2025 | Rosenberg Matthew Hamilton | 2,677 | $116K | 0.0% | +185.7% | 0.017% | |
| 4/28/2025 | Novem Group | 287,219 | $12.49M | 1.8% | -39.2% | 1.814% | |
| 4/25/2025 | Socha Financial Group LLC | 1,176,519 | $51.18M | 25.0% | +13.4% | 7.432% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 136,304 | $5.91M | 0.0% | N/A | 0.861% | |
| 4/23/2025 | Perigon Wealth Management LLC | 7,250 | $315K | 0.0% | N/A | 0.046% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 7,974 | $347K | 0.0% | +20.7% | 0.050% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 15,704 | $683K | 0.1% | N/A | 0.099% | |
| 4/11/2025 | Principia Wealth Advisory LLC | 930 | $39K | 0.0% | +313.3% | 0.006% | |
| 4/11/2025 | Fiduciary Planning LLC | 231,430 | $10.07M | 3.3% | +11.3% | 1.462% | |
| 2/18/2025 | GTS Securities LLC | 38,135 | $1.75M | 0.1% | N/A | 0.233% | |
| 2/18/2025 | Novem Group | 472,546 | $21.69M | 3.2% | N/A | 2.885% | |
| 2/17/2025 | Visionary Wealth Advisors | 5,175 | $237K | 0.0% | -5.7% | 0.032% | |
| 2/17/2025 | Citadel Advisors LLC | 8,240 | $378K | 0.0% | N/A | 0.120% | |
| 2/14/2025 | Jane Street Group LLC | 7,266 | $333K | 0.0% | -88.4% | 0.106% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 7,526 | $345K | 0.0% | N/A | 0.109% | |
| 2/14/2025 | MML Investors Services LLC | 118,588 | $5.44M | 0.0% | +3.0% | 1.724% | |
| 2/13/2025 | Mariner LLC | 1,100,068 | $50.48M | 0.1% | +3.7% | 15.989% | |
| 2/13/2025 | Advisory Services Network LLC | 4,632 | $213K | 0.0% | N/A | 0.067% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 136,862 | $6.28M | 0.0% | +8.0% | 1.989% | |
| 2/12/2025 | Thoroughbred Financial Services LLC | 37,115 | $1.70M | 0.1% | +50.3% | 0.539% | |
| 2/12/2025 | OneAscent Financial Services LLC | 22,290 | $1.02M | 0.1% | N/A | 0.324% | |
| 2/11/2025 | LPL Financial LLC | 540,106 | $24.79M | 0.0% | +105.6% | 7.850% | |
| 2/10/2025 | Harbour Investments Inc. | 95,543 | $4.38M | 0.1% | -0.3% | 1.389% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 23,406 | $1.07M | 0.0% | -4.4% | 0.340% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 793,432 | $36.41M | 0.1% | +59.0% | 11.532% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 5,678 | $261K | 0.0% | N/A | 0.083% | |
| 2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 9,718 | $446K | 0.1% | -3.8% | 0.141% | |
| 2/6/2025 | Dana Investment Advisors Inc. | 40,567 | $1.86M | 0.1% | -1.6% | 0.590% | |
| 2/6/2025 | New Covenant Trust Company N.A. | 30,439 | $1.40M | 1.4% | -14.0% | 0.442% | |
| 2/6/2025 | Atria Investments Inc | 274,086 | $12.58M | 0.2% | +1,613.4% | 3.984% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 18,960 | $870K | 0.0% | N/A | 0.276% | |
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| 2/5/2025 | Kovack Advisors Inc. | 223,275 | $10.25M | 1.0% | +68.9% | 3.245% | |
| 2/3/2025 | Sigma Planning Corp | 12,715 | $583K | 0.0% | +7.6% | 0.185% | |
| 2/3/2025 | Dahring Cusmano LLC | 230,454 | $10.58M | 9.6% | N/A | 3.350% | |
| 2/3/2025 | Compass Capital Corp MA ADV | 6,145 | $293K | 0.1% | N/A | 0.089% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 57,708 | $2.65M | 0.1% | +244.3% | 0.839% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 150,014 | $6.88M | 0.1% | +42.7% | 2.180% | |
| 1/31/2025 | Sanctuary Advisors LLC | 302,919 | $14.37M | 0.1% | -2.3% | 4.403% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 6,782 | $311K | 0.0% | +8.5% | 0.099% | |
| 1/30/2025 | Nations Financial Group Inc. IA ADV | 133,690 | $6.14M | 0.4% | N/A | 1.943% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 93,042 | $4.27M | 0.1% | -2.8% | 1.352% | |
