| 8/19/2025 | Asset Dedication LLC | 191,201 | $3.94M | 0.3% | +8.4% | 0.406% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 30,948 | $638K | 0.0% | +789.3% | 0.066% | |
| 8/18/2025 | Front Row Advisors LLC | 8,326 | $172K | 0.1% | N/A | 0.018% | |
| 8/15/2025 | Captrust Financial Advisors | 27,431 | $565K | 0.0% | +12.7% | 0.058% | |
| 8/15/2025 | Modern Wealth Management LLC | 295,401 | $6.09M | 0.2% | N/A | 0.627% | |
| 8/15/2025 | Bank of America Corp DE | 524,774 | $10.81M | 0.0% | +5.7% | 1.114% | |
| 8/15/2025 | Ameriprise Financial Inc. | 135,936 | $2.80M | 0.0% | +6.4% | 0.289% | |
| 8/14/2025 | Vista Investment Management | 74,827 | $1.54M | 0.6% | +37.1% | 0.159% | |
| 8/14/2025 | Raymond James Financial Inc. | 2,925,312 | $60.26M | 0.0% | -2.6% | 6.211% | |
| 8/14/2025 | HUB Investment Partners LLC | 92,781 | $1.91M | 0.1% | +5.5% | 0.197% | |
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| 8/13/2025 | Baird Financial Group Inc. | 670,851 | $13.82M | 0.0% | +7.9% | 1.424% | |
| 8/13/2025 | Invesco Ltd. | 730,929 | $15.06M | 0.0% | -35.5% | 1.552% | |
| 8/13/2025 | VestGen Advisors LLC | 26,408 | $548K | 0.0% | +86.4% | 0.056% | |
| 8/13/2025 | Lido Advisors LLC | 144,432 | $2.98M | 0.0% | +28.1% | 0.307% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 202,047 | $4.16M | 0.0% | +4.5% | 0.429% | |
| 8/13/2025 | Farnam Financial LLC | 95,853 | $1.98M | 1.8% | +29.1% | 0.204% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 40,520 | $835K | 0.0% | +2.2% | 0.086% | |
| 8/12/2025 | Kaye Capital Management | 295,401 | $6.09M | 2.3% | +33.9% | 0.627% | |
| 8/12/2025 | MAI Capital Management | 182,155 | $3.75M | 0.0% | +46.9% | 0.387% | |
| 8/8/2025 | Cetera Investment Advisers | 50,419 | $1.04M | 0.0% | +104.1% | 0.107% | |
| 8/7/2025 | Addison Advisors LLC | 234,422 | $4.83M | 1.2% | +4.3% | 0.498% | |
| 8/7/2025 | Davis R M Inc. | 38,242 | $788K | 0.0% | +15.0% | 0.081% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 1,548,848 | $31.90M | 0.7% | +6.6% | 3.288% | |
| 8/5/2025 | Ellevest Inc. | 80,064 | $1.65M | 0.3% | +2.1% | 0.170% | |
| 8/4/2025 | Atria Investments Inc | 121,328 | $2.50M | 0.0% | -0.6% | 0.258% | |
| 8/1/2025 | Redmond Asset Management LLC | 26,772 | $552K | 0.1% | +9.6% | 0.057% | |
| 8/1/2025 | Capital Investment Counsel LLC | 363,105 | $7.48M | 1.2% | +70.9% | 0.778% | |
| 8/1/2025 | Clark Asset Management LLC | 258,143 | $5.32M | 0.7% | +17.7% | 0.553% | |
| 8/1/2025 | Motley Fool Wealth Management LLC | 1,416,279 | $29.18M | 1.8% | -9.7% | 3.036% | |
| 8/1/2025 | First Command Advisory Services Inc. | 9,163 | $189K | 0.0% | +15.6% | 0.020% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 68,913 | $1.42M | 0.0% | +4.5% | 0.148% | |
| 7/31/2025 | Darden Wealth Group Inc | 10,000 | $206K | 0.1% | N/A | 0.021% | |
| 7/31/2025 | Gill Capital Partners LLC | 522,333 | $10.76M | 3.5% | +2.2% | 1.120% | |
| 7/30/2025 | Cookson Peirce & Co. Inc. | 485,796 | $10.01M | 0.4% | +0.6% | 1.041% | |
| 7/29/2025 | Stephens Inc. AR | 141,782 | $2.92M | 0.0% | +0.5% | 0.305% | |
| 7/29/2025 | Novare Capital Management LLC | 99,242 | $2.04M | 0.2% | +6.8% | 0.213% | |
| 7/29/2025 | Straight Path Wealth Management | 37,294 | $768K | 0.3% | N/A | 0.080% | |
| 7/28/2025 | Tlwm | 69,865 | $1.44M | 0.3% | -6.5% | 0.150% | |
| 7/25/2025 | G2 Capital Management LLC OH | 64,773 | $1.33M | 0.4% | +1.3% | 0.141% | |
| 7/24/2025 | Eastern Bank | 30,962 | $638K | 0.0% | -74.3% | 0.067% | |
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| 7/24/2025 | Coordinated Financial Services Inc. | 29,283 | $603K | 0.4% | N/A | 0.064% | |
| 7/23/2025 | Opulen Financial Group LLC | 95,613 | $1.97M | 1.6% | +5.1% | 0.210% | |
| 7/21/2025 | Exchange Capital Management Inc. | 148,401 | $3.06M | 0.5% | -2.3% | 0.325% | |
| 7/18/2025 | Ledgewood Wealth Advisors LLC | 122,800 | $2.53M | 1.6% | +17.1% | 0.270% | |
| 7/18/2025 | Truist Financial Corp | 10,430 | $215K | 0.0% | N/A | 0.023% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 218,016 | $4.49M | 0.0% | N/A | 0.480% | |
| 7/17/2025 | Independence Bank of Kentucky | 54,857 | $1.13M | 0.2% | +4.0% | 0.121% | |
| 7/17/2025 | Hengehold Capital Management LLC | 680,439 | $14.02M | 1.3% | N/A | 1.497% | |
| 7/15/2025 | BCS Wealth Management | 237,718 | $4.90M | 1.1% | +5.8% | 0.523% | |
| 7/14/2025 | Oliver Luxxe Assets LLC | 11,950 | $246K | 0.0% | N/A | 0.026% | |
| 7/11/2025 | Butensky & Cohen Financial Security Inc. | 59,226 | $1.22M | 0.4% | +4.3% | 0.130% | |
| 7/10/2025 | Sterling Financial Group Inc. | 597,161 | $12.30M | 4.1% | +1.3% | 1.350% | |
| 7/10/2025 | Redhawk Wealth Advisors Inc. | 19,554 | $403K | 0.1% | -3.0% | 0.044% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 99,533 | $2.05M | 0.0% | +8.8% | 0.225% | |
| 7/8/2025 | Dover Advisors LLC | 14,724 | $303K | 0.1% | -14.2% | 0.033% | |
| 7/7/2025 | Vishria Bird Financial Group LLC | 576,609 | $11.88M | 3.9% | -7.6% | 1.303% | |
| 5/19/2025 | Jane Street Group LLC | 1,305,664 | $26.60M | 0.0% | +1,003.3% | 3.285% | |
| 5/16/2025 | Coordinated Financial Services Inc. CO | 27,116 | $552K | 0.4% | N/A | 0.067% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 16,400 | $334K | 0.0% | +20.7% | 0.041% | |
| 5/15/2025 | Capital Investment Counsel LLC | 212,424 | $4.33M | 0.7% | +313.7% | 0.534% | |
| 5/15/2025 | Royal Bank of Canada | 290,152 | $5.91M | 0.0% | +24.1% | 0.730% | |
| 5/15/2025 | MAI Capital Management | 123,968 | $2.53M | 0.0% | +31.6% | 0.312% | |
| 5/15/2025 | Baird Financial Group Inc. | 621,929 | $12.67M | 0.0% | N/A | 1.565% | |
| 5/15/2025 | Hanover Advisors Inc. | 15,843 | $323K | 0.1% | N/A | 0.040% | |
| 5/14/2025 | Jane Street Group LLC | 1,305,664 | $26.60M | 0.0% | +1,003.3% | 3.285% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 193,307 | $3.94M | 0.0% | +9.8% | 0.486% | |
| 5/14/2025 | Kestra Advisory Services LLC | 52,390 | $1.07M | 0.0% | +1.8% | 0.132% | |
| 5/14/2025 | Compound Planning Inc. | 10,772 | $219K | 0.0% | N/A | 0.027% | |
| 5/14/2025 | Capital Analysts LLC | 10,464 | $213K | 0.0% | -11.1% | 0.026% | |
| 5/14/2025 | Colonial Trust Advisors | 28,818 | $587K | 0.1% | +9.3% | 0.072% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 5,198,649 | $105.90M | 1.1% | +12.5% | 13.078% | |
| 5/13/2025 | Raymond James Financial Inc. | 3,004,075 | $61.19M | 0.0% | +5.5% | 7.557% | |
| 5/13/2025 | Redmond Asset Management LLC | 24,431 | $498K | 0.1% | N/A | 0.061% | |
| 5/13/2025 | Cookson Peirce & Co. Inc. | 482,936 | $9.84M | 0.5% | +0.3% | 1.215% | |
| 5/12/2025 | Motley Fool Wealth Management LLC | 1,568,021 | $31.94M | 1.9% | -6.6% | 3.945% | |
| 5/12/2025 | Invesco Ltd. | 1,133,912 | $23.10M | 0.0% | +130.4% | 2.853% | |
| 5/9/2025 | Gill Capital Partners LLC | 511,130 | $10.41M | 3.6% | +6.4% | 1.286% | |
| 5/8/2025 | MONECO Advisors LLC | 30,286 | $617K | 0.1% | +16.6% | 0.076% | |
| 5/8/2025 | Harbour Investments Inc. | 6,757 | $138K | 0.0% | +288.1% | 0.017% | |
| 5/8/2025 | Davis R M Inc. | 33,253 | $677K | 0.0% | +79.8% | 0.084% | |
| 5/8/2025 | Eastern Bank | 120,253 | $2.45M | 0.0% | -91.5% | 0.303% | |
| 5/7/2025 | LPL Financial LLC | 1,501,862 | $30.59M | 0.0% | +31.9% | 3.778% | |
| 5/6/2025 | Cetera Investment Advisers | 24,699 | $503K | 0.0% | N/A | 0.062% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 17,108 | $348K | 0.0% | N/A | 0.043% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 39,636 | $807K | 0.0% | N/A | 0.100% | |
| 5/5/2025 | Atlantic Union Bankshares Corp | 1,453,006 | $29.60M | 1.8% | +16.6% | 3.655% | |
| 5/5/2025 | Montag A & Associates Inc. | 2,553 | $52K | 0.0% | N/A | 0.006% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 48,614 | $990K | 0.0% | N/A | 0.122% | |
| 5/5/2025 | ETF Store Inc. | 10,056 | $205K | 0.3% | N/A | 0.025% | |
| 5/2/2025 | Opulen Financial Group LLC | 90,976 | $1.85M | 1.7% | +3.6% | 0.229% | |
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| 5/2/2025 | Allen Capital Group LLC | 24,476 | $499K | 0.1% | +36.1% | 0.062% | |
| 5/2/2025 | Larson Financial Group LLC | 8,194 | $167K | 0.0% | +1,317.6% | 0.021% | |
| 5/2/2025 | Kaye Capital Management | 220,689 | $4.50M | 1.8% | +1,103.1% | 0.555% | |
| 5/1/2025 | Asset Dedication LLC | 176,342 | $3.59M | 0.3% | +49.5% | 0.447% | |
| 5/1/2025 | Stephens Inc. AR | 141,055 | $2.87M | 0.0% | +42.4% | 0.358% | |
| 4/29/2025 | YANKCOM Partnership | 7,173 | $146K | 0.1% | +71.3% | 0.018% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 65,960 | $1.34M | 0.0% | +6.4% | 0.167% | |
| 4/29/2025 | Novare Capital Management LLC | 92,953 | $1.89M | 0.2% | +14.9% | 0.236% | |
| 4/29/2025 | Wayfinding Financial LLC | 2,916 | $59K | 0.0% | N/A | 0.007% | |
| 4/28/2025 | Clark Asset Management LLC | 219,408 | $4.47M | 0.7% | +18.3% | 0.556% | |
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