| 8/8/2025 | Hedeker Wealth LLC | 236,126 | $6.75M | 1.6% | -1.5% | 1.681% | |
| 8/8/2025 | Collaborative Wealth Managment Inc. | 82,935 | $2.37M | 1.0% | +17.2% | 0.590% | |
| 8/8/2025 | Creative Planning | 48,469 | $1.39M | 0.0% | -1.2% | 0.345% | |
| 8/8/2025 | L & S Advisors Inc | 19,995 | $572K | 0.1% | -16.5% | 0.142% | |
| 8/6/2025 | ZEGA Investments LLC | 1,187,291 | $33.95M | 4.6% | +243.0% | 8.450% | |
| 8/6/2025 | AE Wealth Management LLC | 1,658 | $47K | 0.0% | -32.8% | 0.012% | |
| 8/6/2025 | ORBA Wealth Advisors L.L.C. | 51,201 | $1.46M | 1.3% | -51.3% | 0.364% | |
| 8/6/2025 | Moors & Cabot Inc. | 11,170 | $319K | 0.0% | +9.5% | 0.080% | |
| 8/4/2025 | World Investment Advisors | 98,694 | $2.82M | 0.1% | +211.1% | 0.702% | |
| 8/1/2025 | Wealth Watch Advisors INC | 7,577 | $217K | 0.1% | N/A | 0.054% | |
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| 8/1/2025 | Envestnet Asset Management Inc. | 495,625 | $14.17M | 0.0% | +35.1% | 3.528% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 78,544 | $2.25M | 0.0% | +25.9% | 0.559% | |
| 7/25/2025 | Concord Asset Management LLC VA | 1,012,493 | $28.95M | 4.4% | +20.2% | 7.206% | |
| 7/25/2025 | CWM LLC | 97,628 | $2.79M | 0.0% | +8.9% | 0.695% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 16,000 | $457K | 0.0% | -38.5% | 0.114% | |
| 7/22/2025 | Luken Investment Analytics LLC | 262,751 | $7.51M | 3.3% | -23.2% | 1.870% | |
| 7/17/2025 | BayBridge Capital Group LLC | 19,779 | $565K | 0.4% | +8.3% | 0.141% | |
| 7/15/2025 | Sheets Smith Wealth Management | 28,322 | $810K | 0.1% | +1.3% | 0.202% | |
| 7/14/2025 | Park Avenue Securities LLC | 48,603 | $1.39M | 0.0% | -5.4% | 0.346% | |
| 7/11/2025 | BTC Capital Management Inc. | 10,000 | $286K | 0.0% | N/A | 0.071% | |
| 7/10/2025 | Sharkey Howes & Javer | 75,520 | $2.16M | 0.3% | -73.6% | 0.538% | |
| 7/10/2025 | SK Wealth Management LLC | 166,742 | $4.75M | 2.1% | +61.2% | 1.187% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 407,600 | $11.65M | 0.4% | +23.7% | 2.901% | |
| 7/8/2025 | Advance Capital Management Inc. | 499,848 | $14.29M | 0.6% | +45.9% | 3.558% | |
| 5/19/2025 | Jane Street Group LLC | 158,918 | $4.47M | 0.0% | N/A | 1.303% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 108,123 | $3.03M | 0.2% | +250.5% | 0.886% | |
| 5/16/2025 | NewEdge Advisors LLC | 17,056 | $480K | 0.0% | +5.2% | 0.140% | |
| 5/15/2025 | Royal Bank of Canada | 185,556 | $5.22M | 0.0% | +34.4% | 1.521% | |
| 5/15/2025 | Hanover Advisors Inc. | 56,206 | $1.58M | 0.7% | +17.2% | 0.461% | |
| 5/14/2025 | CW Advisors LLC | 120,123 | $3.38M | 0.0% | +19.6% | 0.985% | |
| 5/14/2025 | ZEGA Investments LLC | 346,103 | $9.73M | 1.5% | +6.2% | 2.837% | |
| 5/13/2025 | Raymond James Financial Inc. | 895,515 | $25.18M | 0.0% | +34.1% | 7.340% | |
| 5/13/2025 | Thompson Davis & CO. Inc. | 38,106 | $1.07M | 0.8% | +1.9% | 0.312% | |
| 5/13/2025 | Rathbones Group PLC | 436,000 | $12.26M | 0.1% | +43.0% | 3.574% | |
| 5/13/2025 | HighTower Advisors LLC | 14,589 | $410K | 0.0% | -38.4% | 0.120% | |
| 5/12/2025 | Cooper Financial Group | 20,964 | $590K | 0.1% | +4.8% | 0.172% | |
| 5/9/2025 | L & S Advisors Inc | 23,951 | $673K | 0.1% | -2.8% | 0.196% | |
| 5/8/2025 | Moors & Cabot Inc. | 10,204 | $287K | 0.0% | +18.5% | 0.084% | |
| 5/8/2025 | Collaborative Wealth Managment Inc. | 70,780 | $1.99M | 0.9% | +8.6% | 0.580% | |
| 5/7/2025 | LPL Financial LLC | 494,988 | $13.92M | 0.0% | +46.7% | 4.057% | |
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| 5/6/2025 | Hedeker Wealth LLC | 239,665 | $6.74M | 1.8% | +16.2% | 1.964% | |
| 5/6/2025 | Nicholas Wealth LLC. | 10,579 | $297K | 0.2% | -3.7% | 0.087% | |
| 5/6/2025 | AE Wealth Management LLC | 2,468 | $69K | 0.0% | -64.8% | 0.020% | |
| 5/2/2025 | Concord Wealth Partners | 804,452 | $22.62M | 3.7% | +48.3% | 6.594% | |
| 5/2/2025 | Concord Asset Management LLC VA | 842,532 | $23.34M | 5.1% | +57.4% | 6.906% | |
| 5/1/2025 | CWM LLC | 89,615 | $2.52M | 0.0% | +29.5% | 0.735% | |
| 5/1/2025 | Auour Investments LLC | 73,747 | $2.06M | 0.7% | -3.7% | 0.604% | |
| 4/30/2025 | Sharkey Howes & Javer | 286,543 | $8.06M | 1.2% | +207.2% | 2.349% | |
| 4/30/2025 | Fullcircle Wealth LLC | 13,583 | $380K | 0.2% | +15.3% | 0.111% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 366,916 | $10.32M | 0.0% | +24.5% | 3.008% | |
| 4/28/2025 | Redmont Wealth Advisors LLC | 8,461 | $238K | 0.5% | +15.0% | 0.066% | |
| 4/23/2025 | Sheets Smith Wealth Management | 27,952 | $786K | 0.1% | -15.6% | 0.218% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 55,003 | $1.55M | 0.0% | +4.0% | 0.430% | |
| 4/22/2025 | SK Wealth Management LLC | 103,427 | $2.84M | 1.5% | +26.0% | 0.808% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 62,380 | $1.75M | 0.0% | +11.9% | 0.487% | |
| 4/21/2025 | Luken Investment Analytics LLC | 341,935 | $9.62M | 4.5% | -27.6% | 2.671% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 26,000 | $727K | 0.0% | -50.0% | 0.203% | |
| 4/18/2025 | Insigneo Advisory Services LLC | 8,877 | $250K | 0.0% | +8.1% | 0.069% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 17,730 | $499K | 0.0% | N/A | 0.139% | |
| 4/17/2025 | ORBA Wealth Advisors L.L.C. | 105,055 | $2.95M | 1.5% | +10.0% | 0.821% | |
| 4/17/2025 | BayBridge Capital Group LLC | 18,258 | $513K | 0.4% | +71.0% | 0.143% | |
| 4/16/2025 | Marshall Financial Group LLC | 14,210 | $400K | 0.1% | -8.8% | 0.111% | |
| 4/14/2025 | Pallas Capital Advisors LLC | 329,521 | $9.27M | 0.4% | N/A | 2.574% | |
| 4/14/2025 | Park Avenue Securities LLC | 51,398 | $1.45M | 0.0% | +8.3% | 0.402% | |
| 4/9/2025 | Advance Capital Management Inc. | 342,606 | $9.63M | 0.5% | N/A | 2.677% | |
| 3/3/2025 | SK Wealth Management LLC | 82,105 | $2.33M | 1.2% | +22.1% | 1.507% | |
| 2/17/2025 | Gotham Asset Management LLC | 10,466 | $297K | 0.0% | N/A | 0.192% | |
| 2/17/2025 | Fullcircle Wealth LLC | 11,783 | $335K | 0.1% | N/A | 0.216% | |
| 2/17/2025 | Bank of America Corp DE | 110,634 | $3.14M | 0.0% | +281.1% | 2.030% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 30,852 | $875K | 0.1% | +58.0% | 0.566% | |
| 2/14/2025 | Elevatus Welath Management | 7,200 | $204K | 0.1% | N/A | 0.132% | |
| 2/13/2025 | NewEdge Advisors LLC | 16,206 | $460K | 0.0% | +7.8% | 0.297% | |
| 2/13/2025 | Insigneo Advisory Services LLC | 8,214 | $233K | 0.0% | N/A | 0.151% | |
| 2/13/2025 | Mariner LLC | 110,624 | $3.14M | 0.0% | N/A | 2.030% | |
| 2/13/2025 | Raymond James Financial Inc. | 667,798 | $18.94M | 0.0% | N/A | 12.253% | |
| 2/13/2025 | Advisory Services Network LLC | 38,177 | $1.08M | 0.0% | -2.4% | 0.700% | |
| 2/13/2025 | Rathbones Group PLC | 305,000 | $8.65M | 0.0% | N/A | 5.596% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 294,758 | $8.36M | 0.0% | +7.4% | 5.408% | |
| 2/13/2025 | Wells Fargo & Company MN | 49,426 | $1.40M | 0.0% | N/A | 0.907% | |
| 2/12/2025 | World Investment Advisors | 31,994 | $908K | 0.0% | +1.9% | 0.587% | |
| 2/12/2025 | OLD Mission Capital LLC | 27,418 | $778K | 0.0% | N/A | 0.503% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 91,614 | $2.60M | 0.0% | +8.6% | 1.681% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 100,446 | $2.85M | 0.0% | +981.1% | 1.843% | |
| 2/11/2025 | LPL Financial LLC | 337,343 | $9.57M | 0.0% | +95.8% | 6.190% | |
| 2/11/2025 | ZEGA Investments LLC | 325,881 | $9.31M | 2.3% | N/A | 5.979% | |
| 2/10/2025 | Collaborative Wealth Managment Inc. | 65,203 | $1.85M | 0.8% | +43.4% | 1.196% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 55,741 | $1.58M | 0.0% | +13.1% | 1.023% | |
| 2/10/2025 | Clearstead Trust LLC | 6,663 | $189K | 0.0% | +46.3% | 0.122% | |
| 2/7/2025 | HighTower Advisors LLC | 23,670 | $671K | 0.0% | -58.2% | 0.434% | |
| 2/7/2025 | Moors & Cabot Inc. | 8,610 | $244K | 0.0% | N/A | 0.158% | |
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| 2/6/2025 | Raymond James Financial Inc. | 667,798 | $18.94M | 0.0% | N/A | 12.253% | |
| 2/5/2025 | Sharkey Howes & Javer | 93,278 | $2.65M | 0.4% | +73.9% | 1.712% | |
| 2/5/2025 | Hanover Advisors Inc. | 47,947 | $1.36M | 0.6% | +20.9% | 0.880% | |
| 2/5/2025 | Providence First Trust Co | 4,000 | $113K | 0.0% | N/A | 0.073% | |
| 2/5/2025 | ORBA Wealth Advisors L.L.C. | 95,474 | $2.71M | 1.4% | +4.8% | 1.752% | |
| 2/3/2025 | Thompson Davis & CO. Inc. | 37,403 | $1.06M | 0.7% | +3.1% | 0.686% | |
| 2/3/2025 | Auour Investments LLC | 76,609 | $2.19M | 0.8% | -0.8% | 1.406% | |
| 1/29/2025 | Fairman Group LLC | 5,275 | $150K | 0.1% | +49.6% | 0.097% | |
| 1/29/2025 | Harbor Advisory Corp MA | 76,082 | $2.16M | 0.7% | -8.2% | 1.396% | |
| 1/29/2025 | Ocean Park Asset Management LLC | 89,800 | $2.55M | 0.1% | N/A | 1.648% | |
