| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 5,323 | $360K | 0.0% | N/A | 0.051% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 5,238 | $354K | 0.0% | -15.5% | 0.050% | |
| 2/24/2025 | United Advisor Group LLC | 46,125 | $3.12M | 0.6% | +11.9% | 0.378% | |
| 2/17/2025 | Waverly Advisors LLC | 3,662 | $248K | 0.0% | +13.5% | 0.030% | |
| 2/17/2025 | WBI Investments LLC | 40,975 | $2.77M | 0.7% | +8.6% | 0.336% | |
| 2/17/2025 | Two Sigma Investments LP | 18,500 | $1.25M | 0.0% | -36.2% | 0.152% | |
| 2/17/2025 | Royal Bank of Canada | 221,408 | $14.98M | 0.0% | -0.3% | 1.815% | |
| 2/17/2025 | Cetera Investment Advisers | 92,223 | $6.24M | 0.0% | -1.2% | 0.756% | |
| 2/17/2025 | Baird Financial Group Inc. | 124,819 | $8.45M | 0.0% | +2.9% | 1.023% | |
| 2/17/2025 | Bank of America Corp DE | 278,719 | $18.86M | 0.0% | -0.3% | 2.285% | |
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| 2/17/2025 | Ameriprise Financial Inc. | 22,879 | $1.55M | 0.0% | +8.3% | 0.188% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 16,803 | $1.14M | 0.0% | -4.8% | 0.138% | |
| 2/14/2025 | Comerica Bank | 9,406 | $637K | 0.0% | -3.3% | 0.077% | |
| 2/14/2025 | Two Sigma Securities LLC | 5,967 | $404K | 0.1% | N/A | 0.049% | |
| 2/14/2025 | Stifel Financial Corp | 49,726 | $3.37M | 0.0% | +0.9% | 0.408% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 930 | $63K | 0.0% | N/A | 0.008% | |
| 2/13/2025 | NewEdge Advisors LLC | 5,413 | $366K | 0.0% | -35.7% | 0.044% | |
| 2/13/2025 | Anchor Investment Management LLC | 1,767 | $120K | 0.0% | -7.5% | 0.014% | |
| 2/13/2025 | Raymond James Financial Inc. | 314,760 | $21.30M | 0.0% | N/A | 2.580% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 12,581 | $851K | 0.0% | +29.1% | 0.103% | |
| 2/13/2025 | Wells Fargo & Company MN | 459,939 | $31.12M | 0.0% | +1.1% | 3.770% | |
| 2/13/2025 | Smith Moore & CO. | 53,489 | $3.62M | 0.3% | +0.4% | 0.438% | |
| 2/12/2025 | Nemes Rush Group LLC | 507 | $34K | 0.0% | N/A | 0.004% | |
| 2/12/2025 | Howe & Rusling Inc. | 2,240 | $152K | 0.0% | -13.2% | 0.018% | |
| 2/12/2025 | Bay Capital Advisors LLC | 4,400 | $298K | 0.2% | N/A | 0.036% | |
| 2/11/2025 | LPL Financial LLC | 260,795 | $17.65M | 0.0% | +7.6% | 2.138% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 6,705 | $454K | 0.0% | +130.3% | 0.055% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 89,121 | $6.03M | 0.0% | +5.0% | 0.731% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 4,250 | $288K | 0.0% | -12.5% | 0.035% | |
| 2/7/2025 | New England Private Wealth Advisors LLC | 30,024 | $2.03M | 0.3% | +0.6% | 0.246% | |
| 2/6/2025 | Raymond James Financial Inc. | 314,760 | $21.30M | 0.0% | N/A | 2.580% | |
| 2/6/2025 | Mainstream Capital Management LLC | 386 | $26K | 0.0% | N/A | 0.003% | |
| 2/6/2025 | Jones Financial Companies Lllp | 7,236 | $490K | 0.0% | +64.7% | 0.059% | |
| 2/5/2025 | Jacobi Capital Management LLC | 29,829 | $2.02M | 0.2% | +3.3% | 0.245% | |
| 2/5/2025 | US Bancorp DE | 400 | $27K | 0.0% | N/A | 0.003% | |
| 2/5/2025 | WT Wealth Management | 12,354 | $836K | 0.3% | -3.5% | 0.101% | |
| 2/4/2025 | Acorn Wealth Advisors LLC | 5,070 | $343K | 0.1% | -10.0% | 0.042% | |
| 2/3/2025 | Private Advisor Group LLC | 8,121 | $550K | 0.0% | -23.4% | 0.067% | |
| 1/31/2025 | Truist Financial Corp | 91,525 | $6.19M | 0.0% | +9.1% | 0.750% | |
| 1/31/2025 | Sanctuary Advisors LLC | 54,555 | $3.76M | 0.0% | -2.0% | 0.447% | |
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| 1/30/2025 | L.M. Kohn & Company | 8,056 | $545K | 0.1% | -5.6% | 0.066% | |
| 1/30/2025 | Nations Financial Group Inc. IA ADV | 13,890 | $940K | 0.1% | -2.2% | 0.114% | |
| 1/29/2025 | Essex Financial Services Inc. | 25,886 | $1.75M | 0.1% | -4.3% | 0.212% | |
| 1/29/2025 | Arlington Trust Co LLC | 144,219 | $9.76M | 2.0% | -2.6% | 1.182% | |
| 1/28/2025 | MWA Asset Management | 5,741 | $388K | 0.3% | +3.5% | 0.047% | |
| 1/28/2025 | Ameliora Wealth Management Ltd. | 500 | $34K | 0.0% | N/A | 0.004% | |
| 1/27/2025 | Trilogy Capital Inc. | 5,019 | $340K | 0.0% | -3.5% | 0.041% | |
| 1/24/2025 | Total Clarity Wealth Management Inc. | 6,774 | $458K | 0.1% | +12.0% | 0.056% | |
| 1/23/2025 | Lewis Asset Management LLC | 9,677 | $655K | 0.5% | -4.5% | 0.079% | |
| 1/22/2025 | Landmark Wealth Management LLC | 68,865 | $4.66M | 2.1% | -2.5% | 0.564% | |
| 1/22/2025 | United Asset Strategies Inc. | 17,217 | $1.17M | 0.1% | +1.5% | 0.141% | |
| 1/22/2025 | PFG Investments LLC | 23,265 | $1.57M | 0.1% | +1.7% | 0.191% | |
| 1/22/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 3,691 | $250K | 0.0% | N/A | 0.030% | |
| 1/21/2025 | Toth Financial Advisory Corp | 192,528 | $13.03M | 1.5% | +1.9% | 1.578% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 3,482 | $236K | 0.0% | -4.9% | 0.029% | |
| 1/17/2025 | ForthRight Wealth Management LLC | 68,251 | $4.62M | 1.5% | +3.6% | 0.559% | |
| 1/16/2025 | Trueblood Wealth Management LLC | 15,481 | $1.05M | 0.5% | +1.3% | 0.127% | |
| 1/15/2025 | Arkadios Wealth Advisors | 12,656 | $856K | 0.0% | -3.9% | 0.104% | |
| 1/15/2025 | Kraematon Investment Advisors Inc. | 5,568 | $377K | 0.4% | -7.0% | 0.046% | |
| 1/15/2025 | Hennion & Walsh Asset Management Inc. | 11,776 | $797K | 0.0% | +2.8% | 0.097% | |
| 1/13/2025 | Capital Investment Advisors LLC | 431,354 | $29.19M | 0.6% | -1.5% | 3.536% | |
| 1/10/2025 | Atlas Brown Inc. | 6,108 | $413K | 0.1% | +4.0% | 0.050% | |
| 12/26/2024 | JPMorgan Chase & Co. | 29,024 | $2.01M | 0.0% | +58.9% | 0.238% | |
| 11/25/2024 | World Investment Advisors LLC | 7,951 | $551K | 0.0% | +12.5% | 0.065% | |
| 11/25/2024 | Sanctuary Advisors LLC | 55,649 | $4.17M | 0.0% | -5.4% | 0.456% | |
| 11/15/2024 | Jane Street Group LLC | 3,642 | $252K | 0.0% | -66.8% | 0.030% | |
| 11/15/2024 | Stifel Financial Corp | 49,273 | $3.41M | 0.0% | -1.7% | 0.404% | |
| 11/15/2024 | Benjamin Edwards Inc. | 5,098 | $353K | 0.0% | N/A | 0.042% | |
| 11/15/2024 | Royal Capital Wealth Management LLC | 12,845 | $890K | 0.6% | -9.4% | 0.105% | |
| 11/14/2024 | L.M. Kohn & Company | 8,533 | $591K | 0.1% | +5.8% | 0.070% | |
| 11/13/2024 | Acorn Wealth Advisors LLC | 5,635 | $390K | 0.2% | -11.4% | 0.046% | |
| 11/12/2024 | Palisade Asset Management LLC | 3,100 | $215K | 0.0% | N/A | 0.025% | |
| 11/9/2024 | Creekside Partners | 4,224 | $293K | 0.2% | -12.7% | 0.035% | |
| 11/8/2024 | MWA Asset Management | 5,546 | $384K | 0.3% | +48.1% | 0.045% | |
| 11/6/2024 | KPP Advisory Services LLC | 3,698 | $256K | 0.1% | -5.6% | 0.030% | |
| 11/5/2024 | Nations Financial Group Inc. IA ADV | 14,197 | $983K | 0.1% | +6.2% | 0.116% | |
| 11/4/2024 | Round Rock Advisors LLC | 4,276 | $296K | 0.1% | -28.4% | 0.035% | |
| 11/1/2024 | Heritage Wealth Management Inc. | 4,422 | $306K | 0.1% | -8.2% | 0.036% | |
| 10/30/2024 | Landmark Wealth Management LLC | 70,653 | $4.89M | 2.1% | -9.1% | 0.579% | |
| 10/30/2024 | United Advisor Group LLC | 41,232 | $2.86M | 0.6% | +16.7% | 0.338% | |
| 10/29/2024 | Arlington Trust Co LLC | 148,002 | $10.25M | 2.2% | -2.1% | 1.213% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 2,912 | $202K | 0.0% | +11.4% | 0.024% | |
| 10/28/2024 | ForthRight Wealth Management LLC | 65,867 | $4.56M | 1.5% | -1.9% | 0.540% | |
| 10/25/2024 | Pinnacle Associates Ltd. | 18,873 | $1.23M | 0.0% | +477.5% | 0.155% | |
| 10/24/2024 | Arkadios Wealth Advisors | 13,172 | $912K | 0.1% | -4.9% | 0.108% | |
| 10/23/2024 | CWC Advisors LLC. | 3,250 | $225K | 0.2% | N/A | 0.027% | |
| 10/23/2024 | Trueblood Wealth Management LLC | 15,289 | $1.06M | 0.5% | +9.6% | 0.125% | |
| 10/23/2024 | Hennion & Walsh Asset Management Inc. | 11,455 | $793K | 0.0% | +6.1% | 0.094% | |
| 10/22/2024 | Private Advisor Group LLC | 10,605 | $735K | 0.0% | -2.5% | 0.087% | |
| 10/22/2024 | WT Wealth Management | 12,796 | $894K | 0.2% | +21.7% | 0.105% | |
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| 10/21/2024 | Toth Financial Advisory Corp | 188,864 | $13.08M | 1.5% | -1.3% | 1.548% | |
| 10/18/2024 | Raymond James & Associates | 47,027 | $3.26M | 0.0% | +7.3% | 0.385% | |
| 10/18/2024 | Capital Investment Advisors LLC | 438,054 | $30.34M | 0.6% | -0.9% | 3.591% | |
| 10/10/2024 | Koshinski Asset Management Inc. | 2,964 | $205K | 0.0% | -12.4% | 0.024% | |
| 10/10/2024 | Lion Street Advisors LLC | 5,121 | $355K | 0.1% | -19.4% | 0.042% | |
| 9/9/2024 | Heritage Wealth Management Inc. | 4,817 | $294K | 0.1% | N/A | 0.039% | |
| 9/5/2024 | Sanctuary Advisors LLC | 58,821 | $3.62M | 0.0% | N/A | 0.482% | |
| 8/30/2024 | Creekside Partners | 4,841 | $301K | 0.2% | N/A | 0.040% | |
| 8/27/2024 | KPP Advisory Services LLC | 3,919 | $243K | 0.1% | -5.2% | 0.032% | |
| 8/22/2024 | Cetera Investment Advisers | 92,967 | $5.78M | 0.0% | -5.9% | 0.762% | |
