| 2/17/2025 | Family Management Corp | 29,466 | $1.25M | 0.2% | +59.3% | 0.790% | |
| 2/17/2025 | Cetera Investment Advisers | 42,567 | $1.80M | 0.0% | +19.3% | 1.141% | |
| 2/17/2025 | Bank of America Corp DE | 37,591 | $1.59M | 0.0% | +8.2% | 1.008% | |
| 2/17/2025 | Benjamin Edwards Inc. | 834,530 | $35.34M | 0.5% | +1.1% | 22.373% | |
| 2/14/2025 | Schwallier Wealth Management LLC | 165,083 | $6.99M | 5.3% | +5.1% | 4.426% | |
| 2/14/2025 | IHT Wealth Management LLC | 7,884 | $334K | 0.0% | N/A | 0.211% | |
| 2/14/2025 | Stifel Financial Corp | 998,146 | $42.27M | 0.0% | -1.8% | 26.760% | |
| 2/13/2025 | NewEdge Advisors LLC | 15,951 | $676K | 0.0% | N/A | 0.428% | |
| 2/13/2025 | Raymond James Financial Inc. | 66,824 | $2.83M | 0.0% | N/A | 1.792% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 28,929 | $1.23M | 0.0% | +81.2% | 0.776% | |
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| 2/11/2025 | LPL Financial LLC | 1,326,833 | $56.19M | 0.0% | +0.5% | 35.572% | |
| 2/10/2025 | Harbour Investments Inc. | 1,447 | $61K | 0.0% | N/A | 0.039% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 5,022 | $213K | 0.0% | N/A | 0.135% | |
| 2/10/2025 | Madison Investment Advisors LLC | 234,561 | $9.93M | 0.1% | N/A | 6.288% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 128,241 | $5.43M | 0.0% | +1.3% | 3.438% | |
| 2/7/2025 | HighTower Advisors LLC | 8,958 | $379K | 0.0% | +73.4% | 0.240% | |
| 2/7/2025 | SPX Gestao de Recursos Ltda | 314,950 | $13.34M | 2.0% | N/A | 8.444% | |
| 2/7/2025 | Independent Advisor Alliance | 391,689 | $16.59M | 0.2% | N/A | 10.501% | |
| 2/7/2025 | Larson Financial Group LLC | 214,212 | $9.07M | 0.5% | +116.5% | 5.743% | |
| 2/7/2025 | Foundry Financial Group Inc. | 83,806 | $3.55M | 2.2% | -1.4% | 2.247% | |
| 2/6/2025 | Raymond James Financial Inc. | 66,824 | $2.83M | 0.0% | N/A | 1.792% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 1,525 | $65K | 0.0% | N/A | 0.041% | |
| 2/6/2025 | Atria Investments Inc | 14,698 | $622K | 0.0% | -2.9% | 0.394% | |
| 2/5/2025 | New York Life Investment Management LLC | 508,483 | $21.53M | 0.2% | +0.4% | 13.632% | |
| 2/3/2025 | Private Advisor Group LLC | 9,172 | $388K | 0.0% | +26.1% | 0.246% | |
| 2/3/2025 | Good Life Advisors LLC | 32,681 | $1.38M | 0.1% | -54.5% | 0.876% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 38,037 | $1.61M | 0.0% | +26.9% | 1.020% | |
| 1/30/2025 | Roman Butler Fullerton & Co. | 16,060 | $696K | 0.2% | +27.9% | 0.431% | |
| 1/30/2025 | DHJJ Financial Advisors Ltd. | 65,982 | $2.79M | 1.1% | +19.2% | 1.769% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 8,744 | $370K | 0.0% | N/A | 0.234% | |
| 1/28/2025 | Golden State Wealth Management LLC | 13,044 | $552K | 0.1% | N/A | 0.350% | |
| 1/27/2025 | Financial Advocates Investment Management | 10,065 | $426K | 0.0% | -11.8% | 0.270% | |
| 1/27/2025 | Beacon Financial Planning Inc. | 88,429 | $3.75M | 2.2% | +42.8% | 2.371% | |
| 1/24/2025 | GPS Wealth Strategies Group LLC | 1,313 | $56K | 0.0% | N/A | 0.035% | |
| 1/23/2025 | Swmg LLC | 14,424 | $626K | 0.2% | -4.6% | 0.387% | |
| 1/23/2025 | Fox Financial Inc | 6,742 | $286K | 0.3% | -50.9% | 0.181% | |
| 1/23/2025 | Accordant Advisory Group Inc | 33,255 | $1.41M | 1.4% | +4,083.0% | 0.892% | |
| 1/22/2025 | Perigon Wealth Management LLC | 78,863 | $3.38M | 0.1% | -19.8% | 2.114% | |
| 1/17/2025 | Capital Planning Advisors LLC | 67,610 | $2.86M | 0.4% | N/A | 1.813% | |
| 1/15/2025 | J2 Capital Management Inc | 12,721 | $539K | 0.5% | N/A | 0.341% | |
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| 1/14/2025 | Breakwater Capital Group | 177,554 | $7.52M | 1.5% | +3.3% | 4.760% | |
| 1/2/2025 | Confluence Investment Management LLC | 427,904 | $18.12M | 0.3% | +2.4% | 11.472% | |
| 11/15/2024 | MML Investors Services LLC | 4,937 | $214K | 0.0% | -7.3% | 0.132% | |
| 11/15/2024 | Stifel Financial Corp | 1,016,927 | $44.02M | 0.0% | N/A | 27.263% | |
| 11/15/2024 | Swmg LLC | 15,112 | $699K | 0.3% | N/A | 0.405% | |
| 11/15/2024 | HighTower Advisors LLC | 5,166 | $223K | 0.0% | N/A | 0.138% | |
| 11/15/2024 | Benjamin Edwards Inc. | 825,139 | $35.72M | 0.5% | N/A | 22.122% | |
| 11/12/2024 | Larson Financial Group LLC | 98,962 | $4.28M | 0.2% | +2,975.3% | 2.653% | |
| 11/7/2024 | Schwallier Wealth Management LLC | 156,999 | $6.80M | 4.9% | +4.1% | 4.209% | |
| 11/1/2024 | Atria Investments Inc | 15,136 | $655K | 0.0% | N/A | 0.406% | |
| 10/31/2024 | Confluence Investment Management LLC | 417,867 | $18.09M | 0.2% | N/A | 11.203% | |
| 10/29/2024 | Centennial Bank AR | 40,664 | $1.76M | 0.8% | +8.4% | 1.090% | |
| 10/29/2024 | Roman Butler Fullerton & Co. | 12,552 | $552K | 0.2% | +99.5% | 0.337% | |
| 10/25/2024 | Financial Advocates Investment Management | 11,406 | $494K | 0.0% | -34.8% | 0.306% | |
| 10/22/2024 | DHJJ Financial Advisors Ltd. | 55,360 | $2.40M | 1.0% | +18.2% | 1.484% | |
| 10/22/2024 | Foundry Financial Group Inc. | 85,005 | $3.68M | 2.3% | -2.5% | 2.279% | |
| 10/22/2024 | Private Advisor Group LLC | 7,273 | $315K | 0.0% | N/A | 0.195% | |
| 10/22/2024 | Accordant Advisory Group Inc | 795 | $34K | 0.0% | N/A | 0.021% | |
| 10/16/2024 | Good Life Advisors LLC | 71,748 | $3.11M | 0.2% | +92.1% | 1.924% | |
| 10/4/2024 | Breakwater Capital Group | 171,959 | $7.44M | 1.5% | +11.4% | 4.610% | |
| 8/30/2024 | Centennial Bank AR | 37,523 | $1.46M | 0.7% | +42.9% | 1.006% | |
| 8/22/2024 | Cetera Investment Advisers | 27,526 | $1.07M | 0.0% | +15.9% | 0.738% | |
| 8/9/2024 | Total Clarity Wealth Management Inc. | 21,416 | $832K | 0.3% | +54.7% | 0.574% | |
| 8/9/2024 | Foundry Financial Group Inc. | 87,211 | $3.39M | 2.3% | -34.1% | 2.338% | |
| 8/8/2024 | Thoroughbred Financial Services LLC | 20,208 | $785K | 0.1% | +17.2% | 0.542% | |
| 8/8/2024 | LPL Financial LLC | 1,101,260 | $42.81M | 0.0% | +41.4% | 29.524% | |
| 8/5/2024 | New York Life Investment Management LLC | 509,560 | $19.81M | 0.2% | +82.2% | 13.661% | |
| 8/5/2024 | TD Capital Management LLC | 1,678 | $65K | 0.0% | -32.4% | 0.045% | |
| 8/2/2024 | Larson Financial Group LLC | 3,218 | $125K | 0.0% | N/A | 0.086% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 131,172 | $5.10M | 0.0% | +13.4% | 3.517% | |
| 7/29/2024 | Financial Advocates Investment Management | 17,491 | $680K | 0.0% | +3.8% | 0.469% | |
| 7/26/2024 | Breakwater Capital Group | 154,389 | $6.00M | 1.4% | +11.5% | 4.139% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 21,017 | $817K | 0.0% | -7.1% | 0.563% | |
| 7/22/2024 | Fox Financial Inc | 13,730 | $534K | 0.5% | +3.5% | 0.368% | |
| 7/19/2024 | Beacon Financial Planning Inc. | 45,348 | $1.76M | 1.2% | +56.9% | 1.216% | |
| 7/16/2024 | Roman Butler Fullerton & Co. | 6,293 | $243K | 0.1% | N/A | 0.169% | |
| 7/12/2024 | DHJJ Financial Advisors Ltd. | 46,839 | $1.82M | 0.8% | +58.9% | 1.256% | |
| 5/24/2024 | Cetera Advisors LLC | 15,430 | $635K | 0.0% | N/A | 0.414% | |
| 5/17/2024 | Comerica Bank | 1,314 | $54K | 0.0% | N/A | 0.035% | |
| 5/14/2024 | JT Stratford LLC | 7,510 | $309K | 0.1% | N/A | 0.201% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 17,239 | $709K | 0.1% | -11.6% | 0.462% | |
| 4/30/2024 | Consolidated Portfolio Review Corp | 12,120 | $499K | 0.1% | N/A | 0.325% | |
| 4/30/2024 | Foundry Financial Group Inc. | 132,319 | $5.45M | 3.9% | +7.9% | 3.547% | |
| 4/30/2024 | Perigon Wealth Management LLC | 65,861 | $2.71M | 0.1% | N/A | 1.795% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 115,649 | $4.76M | 0.0% | +15.3% | 3.151% | |
| 4/23/2024 | Twin Peaks Wealth Advisors LLC | 15,755 | $649K | 0.4% | -2.0% | 0.429% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 42,111 | $1.73M | 0.0% | +401.0% | 1.147% | |
| 4/22/2024 | PFG Investments LLC | 12,120 | $499K | 0.0% | N/A | 0.330% | |
| 4/22/2024 | Beacon Financial Planning Inc. | 28,901 | $1.19M | 0.8% | +236.2% | 0.787% | |
| 4/18/2024 | SeaCrest Wealth Management LLC | 8,150 | $336K | 0.0% | -4.6% | 0.222% | |
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| 4/18/2024 | Synergy Asset Management LLC | 4,940 | $203K | 0.0% | -43.9% | 0.135% | |
| 4/18/2024 | Breakwater Capital Group | 138,446 | $5.70M | 1.4% | +12.5% | 3.772% | |
| 4/18/2024 | WJ Wealth Management LLC | 68,734 | $2.83M | 1.1% | -37.6% | 1.873% | |
| 4/11/2024 | DHJJ Financial Advisors Ltd. | 29,484 | $1.21M | 0.5% | +143.3% | 2.437% | |
| 4/9/2024 | Mather Group LLC. | 3,633 | $145K | 0.0% | N/A | 0.300% | |
| 2/12/2024 | TD Capital Management LLC | 1,305 | $52K | 0.0% | +29.7% | 0.108% | |
| 2/9/2024 | Thoroughbred Financial Services LLC | 19,500 | $777K | 0.1% | N/A | 1.612% | |
| 2/8/2024 | Financial Advocates Investment Management | 17,403 | $694K | 0.0% | +21.8% | 1.438% | |
| 2/7/2024 | Northwest Financial Advisors | 1,509 | $60K | 0.1% | N/A | 0.125% | |
| 2/6/2024 | New York Life Investment Management LLC | 265,940 | $10.61M | 0.1% | N/A | 21.979% | |
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