| 3/6/2025 | Wood Tarver Financial Group LLC | 12,762 | $390K | 0.1% | N/A | 0.338% | |
| 2/25/2025 | Leigh Baldwin & CO. LLC | 9,900 | $303K | 0.2% | N/A | 0.262% | |
| 2/19/2025 | ARQ Wealth Advisors LLC | 7,559 | $231K | 0.1% | N/A | 0.200% | |
| 2/18/2025 | First Heartland Consultants Inc. | 13,614 | $416K | 0.0% | +4.5% | 0.442% | |
| 2/17/2025 | Wolverine Trading LLC | 13,314 | $407K | 0.0% | N/A | 0.432% | |
| 2/17/2025 | Focus Partners Wealth | 47,580 | $1.46M | 0.0% | -2.1% | 1.545% | |
| 2/17/2025 | Diligent Investors LLC | 13,306 | $407K | 0.1% | -4.2% | 0.432% | |
| 2/17/2025 | CoreCap Advisors LLC | 4,467 | $137K | 0.0% | -33.0% | 0.145% | |
| 2/17/2025 | Cetera Investment Advisers | 359,160 | $10.98M | 0.0% | +376.3% | 11.661% | |
| 2/17/2025 | Citadel Advisors LLC | 8,082 | $247K | 0.0% | -54.1% | 0.262% | |
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| 2/14/2025 | Jane Street Group LLC | 10,383 | $317K | 0.0% | N/A | 0.337% | |
| 2/14/2025 | Bellwether Advisors LLC | 4,110 | $126K | 0.0% | N/A | 0.133% | |
| 2/14/2025 | Berger Financial Group Inc | 10,601 | $324K | 0.0% | +36.9% | 0.344% | |
| 2/14/2025 | Capital Analysts LLC | 7,016 | $214K | 0.0% | +10.5% | 0.228% | |
| 2/14/2025 | Tradition Wealth Management LLC | 32,478 | $993K | 0.1% | -2.0% | 1.054% | |
| 2/13/2025 | First Commonwealth Financial Corp PA | 10,536 | $322K | 0.1% | +9.2% | 0.342% | |
| 2/13/2025 | NewEdge Advisors LLC | 14,925 | $456K | 0.0% | +2.3% | 0.485% | |
| 2/13/2025 | SageView Advisory Group LLC | 28,105 | $859K | 0.0% | N/A | 0.913% | |
| 2/13/2025 | Raymond James Financial Inc. | 44,644 | $1.37M | 0.0% | N/A | 1.449% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 90,425 | $2.76M | 0.0% | +23.8% | 2.936% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 6,983 | $214K | 0.0% | N/A | 0.227% | |
| 2/12/2025 | Bullseye Investment Management LLC | 15,022 | $459K | 0.3% | -85.5% | 0.488% | |
| 2/12/2025 | JPMorgan Chase & Co. | 6,623 | $202K | 0.0% | -66.8% | 0.215% | |
| 2/11/2025 | LPL Financial LLC | 34,218 | $1.05M | 0.0% | +4.7% | 1.111% | |
| 2/11/2025 | Atlantic Private Wealth LLC | 2,479 | $76K | 0.1% | N/A | 0.080% | |
| 2/10/2025 | Harbour Investments Inc. | 7,424 | $227K | 0.0% | +152.2% | 0.241% | |
| 2/10/2025 | Valtinson Bruner Financial Planning LLC | 122,110 | $3.73M | 1.3% | -5.3% | 3.965% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 110,467 | $3.38M | 0.0% | +27.7% | 3.587% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 28,256 | $864K | 0.0% | +6.5% | 0.917% | |
| 2/7/2025 | HighTower Advisors LLC | 42,801 | $1.31M | 0.0% | +122.1% | 1.390% | |
| 2/7/2025 | Acas LLC | 15,723 | $492K | 0.4% | +32.4% | 0.510% | |
| 2/7/2025 | Blue Bell Private Wealth Management LLC | 36,628 | $1.12M | 0.2% | +5.3% | 1.189% | |
| 2/6/2025 | Raymond James Financial Inc. | 44,644 | $1.37M | 0.0% | N/A | 1.449% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 4,354 | $133K | 0.0% | +82.4% | 0.141% | |
| 2/6/2025 | Global Strategic Investment Solutions LLC | 110,353 | $3.37M | 0.4% | -7.2% | 3.583% | |
| 2/5/2025 | Cape Investment Advisory Inc. | 19,750 | $604K | 0.2% | +12.9% | 0.641% | |
| 2/5/2025 | Compass Financial Group Inc. | 253,727 | $7.76M | 3.7% | -2.4% | 8.238% | |
| 2/5/2025 | Whipplewood Advisors LLC | 19,172 | $586K | 0.3% | N/A | 0.622% | |
| 2/5/2025 | Corrado Advisors LLC | 23,312 | $713K | 0.5% | N/A | 0.757% | |
| 2/5/2025 | Red Crane Wealth Management LLC | 71,349 | $2.18M | 2.1% | N/A | 2.317% | |
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| 2/4/2025 | IFP Advisors Inc | 12,632 | $386K | 0.0% | +100.1% | 0.410% | |
| 2/4/2025 | WealthShield Partners LLC | 3,250 | $99K | 0.0% | N/A | 0.106% | |
| 2/4/2025 | Forvis Mazars Wealth Advisors LLC | 25,203 | $770K | 0.0% | -34.6% | 0.818% | |
| 2/3/2025 | Sigma Planning Corp | 17,131 | $524K | 0.0% | N/A | 0.556% | |
| 2/3/2025 | Wealth Alliance | 19,419 | $594K | 0.1% | +42.7% | 0.630% | |
| 1/31/2025 | Truist Financial Corp | 87,971 | $2.69M | 0.0% | +7.3% | 2.856% | |
| 1/30/2025 | Principal Securities Inc. | 8,451 | $258K | 0.0% | +17.8% | 0.274% | |
| 1/30/2025 | DHJJ Financial Advisors Ltd. | 47,400 | $1.45M | 0.6% | -1.9% | 1.539% | |
| 1/29/2025 | Stonebridge Financial Group LLC | 4,216 | $129K | 0.0% | N/A | 0.137% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 35,971 | $1.10M | 0.0% | N/A | 1.168% | |
| 1/27/2025 | Stratos Wealth Advisors LLC | 41,022 | $1.25M | 0.1% | +3.0% | 1.332% | |
| 1/27/2025 | PFS Partners LLC | 2,614 | $80K | 0.0% | N/A | 0.085% | |
| 1/24/2025 | Vantage Point Financial LLC | 9,024 | $276K | 0.1% | N/A | 0.293% | |
| 1/24/2025 | U.S. Capital Wealth Advisors LLC | 25,884 | $791K | 0.0% | +5.3% | 0.840% | |
| 1/23/2025 | FSA Advisors Inc. | 8,640 | $262K | 0.3% | -5.3% | 0.281% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 880 | $27K | 0.0% | +1,366.7% | 0.029% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 24,540 | $750K | 0.0% | N/A | 0.797% | |
| 1/16/2025 | Diversify Advisory Services LLC | 9,295 | $282K | 0.0% | -17.7% | 0.302% | |
| 1/13/2025 | BCS Wealth Management | 14,062 | $430K | 0.1% | +6.2% | 0.457% | |
| 1/13/2025 | Elmwood Wealth Management Inc. | 8,200 | $251K | 0.1% | +17.1% | 0.266% | |
| 1/13/2025 | Fragasso Financial Advisors Inc | 38,247 | $1.17M | 0.1% | +33.3% | 1.242% | |
| 1/13/2025 | Brookstone Capital Management | 17,395 | $532K | 0.0% | -4.3% | 0.565% | |
| 1/10/2025 | Sugarloaf Wealth Management LLC | 13,743 | $420K | 0.1% | +150.8% | 0.446% | |
| 12/26/2024 | JPMorgan Chase & Co. | 19,961 | $606K | 0.0% | N/A | 0.648% | |
| 11/18/2024 | Sunbelt Securities Inc. | 22,926 | $696K | 0.1% | -2.5% | 0.744% | |
| 11/15/2024 | Continuum Advisory LLC | 985 | $31K | 0.0% | N/A | 0.032% | |
| 11/14/2024 | Tradition Wealth Management LLC | 33,141 | $1.01M | 0.1% | -1.8% | 1.076% | |
| 11/13/2024 | Townsquare Capital LLC | 8,343 | $253K | 0.0% | -3.9% | 0.271% | |
| 11/6/2024 | Valtinson Bruner Financial Planning LLC | 128,949 | $3.92M | 1.4% | -0.6% | 4.187% | |
| 11/5/2024 | First Heartland Consultants Inc. | 13,030 | $396K | 0.0% | +3.6% | 0.423% | |
| 11/5/2024 | Compass Financial Group Inc. | 259,873 | $7.89M | 3.7% | N/A | 8.437% | |
| 11/5/2024 | Nations Financial Group Inc. IA ADV | 19,465 | $591K | 0.0% | -10.1% | 0.632% | |
| 11/1/2024 | TCTC Holdings LLC | 872 | $26K | 0.0% | N/A | 0.028% | |
| 10/31/2024 | Global Strategic Investment Solutions LLC | 118,891 | $3.61M | 0.4% | -31.6% | 3.860% | |
| 10/22/2024 | DHJJ Financial Advisors Ltd. | 48,342 | $1.47M | 0.6% | -8.5% | 1.570% | |
| 10/22/2024 | Signaturefd LLC | 6,527 | $198K | 0.0% | N/A | 0.212% | |
| 10/18/2024 | Stratos Wealth Advisors LLC | 39,841 | $1.21M | 0.1% | -9.8% | 1.294% | |
| 10/11/2024 | Elmwood Wealth Management Inc. | 7,000 | $213K | 0.1% | N/A | 0.227% | |
| 10/8/2024 | CWM LLC | 34,021 | $1.03M | 0.0% | +9.9% | 1.105% | |
| 8/22/2024 | Cetera Investment Advisers | 77,727 | $2.22M | 0.0% | -2.1% | 2.524% | |
| 8/21/2024 | Truist Financial Corp | 81,876 | $2.34M | 0.0% | +2.1% | 2.658% | |
| 8/16/2024 | Sunbelt Securities Inc. | 23,506 | $672K | 0.1% | -3.2% | 0.763% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 68,438 | $1.96M | 0.0% | +2.5% | 2.222% | |
| 8/6/2024 | Valtinson Bruner Financial Planning LLC | 129,772 | $3.71M | 1.5% | -1.1% | 4.213% | |
| 8/5/2024 | Blue Bell Private Wealth Management LLC | 38,038 | $1.09M | 0.2% | -10.0% | 1.235% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 39,666 | $1.13M | 0.0% | -14.0% | 1.288% | |
| 7/18/2024 | Brookstone Capital Management | 18,299 | $542K | 0.0% | -5.6% | 0.594% | |
| 7/18/2024 | Outlook Wealth Advisors LLC | 8,817 | $252K | 0.1% | -9.9% | 0.286% | |
| 7/16/2024 | BCS Wealth Management | 13,235 | $378K | 0.2% | -12.0% | 0.430% | |
| 7/12/2024 | Diversify Advisory Services LLC | 11,295 | $322K | 0.0% | N/A | 0.367% | |
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| 7/12/2024 | Maltin Wealth Management Inc. | 25,134 | $719K | 0.4% | +3.8% | 0.816% | |
| 7/12/2024 | DHJJ Financial Advisors Ltd. | 52,834 | $1.51M | 0.6% | -9.4% | 1.715% | |
| 7/11/2024 | U.S. Capital Wealth Advisors LLC | 25,424 | $727K | 0.0% | -1.9% | 0.825% | |
| 7/10/2024 | CWM LLC | 30,961 | $885K | 0.0% | +6.0% | 1.005% | |
| 6/21/2024 | Cape Investment Advisory Inc. | 4,025 | $115K | 0.1% | -14.8% | 0.131% | |
| 5/24/2024 | Cetera Advisors LLC | 17,508 | $498K | 0.0% | +39.0% | 0.568% | |
| 5/24/2024 | Cetera Investment Advisers | 79,430 | $2.26M | 0.0% | +240.6% | 2.579% | |
| 5/20/2024 | Bullseye Investment Management LLC | 158,508 | $4.51M | 2.6% | +226.7% | 5.146% | |
| 5/9/2024 | SageView Advisory Group LLC | 13,235 | $377K | 0.0% | -31.5% | 0.430% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 25,198 | $717K | 0.0% | -5.3% | 0.818% | |
