| 1/30/2025 | Strategic Financial Concepts LLC | 54,986 | $1.11M | 0.0% | +139.3% | 0.148% | |
| 1/30/2025 | Aveo Capital Partners LLC | 15,407 | $310K | 0.0% | +4.7% | 0.042% | |
| 1/29/2025 | Sawgrass Asset Management LLC | 90,085 | $1.81M | 0.2% | +21.8% | 0.243% | |
| 1/29/2025 | Wingate Wealth Advisors Inc. | 4,226 | $85K | 0.1% | N/A | 0.011% | |
| 1/28/2025 | Stephens Inc. AR | 99,062 | $1.99M | 0.0% | +33.0% | 0.267% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 760,355 | $15.29M | 0.0% | +3,209.2% | 2.069% | |
| 1/27/2025 | YANKCOM Partnership | 4,187 | $84K | 0.0% | N/A | 0.011% | |
| 1/24/2025 | Independence Bank of Kentucky | 52,743 | $1.06M | 0.2% | +10.3% | 0.145% | |
| 1/23/2025 | Allen Capital Group LLC | 17,979 | $362K | 0.0% | +50.3% | 0.049% | |
| 1/23/2025 | Asset Dedication LLC | 117,932 | $2.37M | 0.2% | +69.3% | 0.324% | |
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| 1/23/2025 | Capital Investment Counsel LLC | 51,342 | $1.03M | 0.2% | N/A | 0.141% | |
| 1/21/2025 | Novare Capital Management LLC | 80,904 | $1.63M | 0.1% | +274.8% | 0.222% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 3,480 | $70K | 0.0% | N/A | 0.010% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 32,242 | $648K | 0.0% | N/A | 0.088% | |
| 1/17/2025 | Davis Capital Management | 11,486 | $231K | 0.2% | +9.8% | 0.032% | |
| 1/15/2025 | Gill Capital Partners LLC | 480,301 | $9.66M | 3.5% | +4.3% | 1.340% | |
| 1/15/2025 | Butensky & Cohen Financial Security Inc. | 51,624 | $1.04M | 0.3% | +6.0% | 0.144% | |
| 1/15/2025 | Kaye Capital Management | 18,344 | $369K | 0.2% | +47.2% | 0.051% | |
| 1/15/2025 | Sterling Financial Group Inc. | 587,447 | $11.81M | 4.4% | +9.8% | 1.639% | |
| 1/14/2025 | Tlwm | 74,735 | $1.50M | 0.3% | +17.3% | 0.208% | |
| 1/13/2025 | BCS Wealth Management | 207,604 | $4.18M | 1.0% | +6.5% | 0.579% | |
| 1/13/2025 | Eastern Bank | 1,422,048 | $28.60M | 0.5% | -0.9% | 3.967% | |
| 1/13/2025 | Capital Investment Advisors LLC | 12,253 | $246K | 0.0% | N/A | 0.034% | |
| 1/7/2025 | Bank of New Hampshire | 1,300 | $26K | 0.0% | N/A | 0.004% | |
| 11/15/2024 | MML Investors Services LLC | 44,297 | $929K | 0.0% | +7.1% | 0.144% | |
| 11/15/2024 | Jane Street Group LLC | 47,343 | $993K | 0.0% | -50.5% | 0.154% | |
| 11/15/2024 | Stifel Financial Corp | 17,566 | $368K | 0.0% | N/A | 0.057% | |
| 11/15/2024 | Motley Fool Wealth Management LLC | 1,061,760 | $22.27M | 1.1% | -3.6% | 3.453% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 13,592 | $285K | 0.0% | -10.1% | 0.044% | |
| 11/14/2024 | Captrust Financial Advisors | 15,959 | $335K | 0.0% | N/A | 0.052% | |
| 11/14/2024 | Atlantic Union Bankshares Corp | 1,149,834 | $24.11M | 1.4% | +16.6% | 3.739% | |
| 11/13/2024 | Davis R M Inc. | 9,574 | $201K | 0.0% | N/A | 0.031% | |
| 11/12/2024 | Allen Capital Group LLC | 11,965 | $251K | 0.0% | N/A | 0.039% | |
| 11/6/2024 | Sawgrass Asset Management LLC | 73,971 | $1.55M | 0.2% | +34.4% | 0.241% | |
| 11/6/2024 | Vishria Bird Financial Group LLC | 633,724 | $13.29M | 5.0% | -0.2% | 2.061% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 2,425,254 | $50.86M | 0.7% | +37.7% | 7.887% | |
| 11/4/2024 | Addison Advisors LLC | 195,764 | $4.11M | 1.1% | +17.7% | 0.637% | |
| 11/4/2024 | G2 Capital Management LLC OH | 62,405 | $1.31M | 0.4% | +1.3% | 0.204% | |
| 11/1/2024 | Atria Investments Inc | 55,361 | $1.16M | 0.0% | +37.2% | 0.181% | |
| 10/28/2024 | Stephens Inc. AR | 74,457 | $1.56M | 0.0% | +178.4% | 0.248% | |
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| 10/25/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 1,241 | $25K | 0.0% | N/A | 0.004% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 24,119 | $506K | 0.0% | +13.2% | 0.080% | |
| 10/22/2024 | Sterling Financial Group Inc. | 534,898 | $11.22M | 4.8% | +1.4% | 1.783% | |
| 10/22/2024 | Eastern Bank | 1,435,537 | $30.10M | 0.5% | +1.3% | 4.785% | |
| 10/21/2024 | Kaye Capital Management | 12,461 | $261K | 0.1% | N/A | 0.042% | |
| 10/18/2024 | Raymond James & Associates | 1,660,773 | $34.83M | 0.0% | +27.2% | 5.564% | |
| 10/17/2024 | BCS Wealth Management | 194,957 | $4.09M | 1.7% | +38.6% | 0.653% | |
| 10/16/2024 | Asset Dedication LLC | 69,656 | $1.46M | 0.1% | +36.7% | 0.236% | |
| 10/11/2024 | Novare Capital Management LLC | 21,585 | $453K | 0.0% | N/A | 0.075% | |
| 10/9/2024 | Independence Bank of Kentucky | 47,806 | $1.00M | 0.2% | +6.8% | 0.165% | |
| 10/8/2024 | Gill Capital Partners LLC | 460,347 | $9.65M | 3.5% | +7.5% | 1.590% | |
| 10/1/2024 | Davis Capital Management | 10,465 | $219K | 0.2% | +10.4% | 0.042% | |
| 9/5/2024 | Sanctuary Advisors LLC | 41,812 | $822K | 0.0% | N/A | 0.168% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 8,053 | $161K | 0.0% | +39.5% | 0.032% | |
| 8/12/2024 | G2 Capital Management LLC OH | 61,610 | $1.23M | 0.4% | +1.3% | 0.247% | |
| 8/9/2024 | Total Clarity Wealth Management Inc. | 70,736 | $1.42M | 0.5% | -75.9% | 0.284% | |
| 8/6/2024 | Asset Dedication LLC | 50,950 | $1.02M | 0.1% | +35.0% | 0.205% | |
| 8/6/2024 | Strategic Financial Concepts LLC | 345,907 | $69K | 0.0% | +1,386.2% | 1.389% | |
| 8/5/2024 | Addison Advisors LLC | 166,285 | $3.33M | 1.1% | +8.2% | 0.668% | |
| 7/31/2024 | Dover Advisors LLC | 16,357 | $327K | 0.2% | +17.6% | 0.066% | |
| 7/31/2024 | Aptus Capital Advisors LLC | 1,760,863 | $35.25M | 0.6% | +33.1% | 7.115% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 160,937 | $3.22M | 0.0% | +4.9% | 0.650% | |
| 7/25/2024 | Independence Bank of Kentucky | 44,776 | $896K | 0.2% | +68.2% | 0.184% | |
| 7/25/2024 | Atlantic Union Bankshares Corp | 986,339 | $19.75M | 1.2% | +22.5% | 4.059% | |
| 7/24/2024 | &PARTNERS | 26,834 | $537K | 0.0% | N/A | 0.110% | |
| 7/24/2024 | Vishria Bird Financial Group LLC | 634,790 | $12.71M | 5.3% | -0.7% | 2.612% | |
| 7/23/2024 | Eastern Bank | 1,416,653 | $28.36M | 1.1% | +6.3% | 5.830% | |
| 7/23/2024 | Exchange Capital Management Inc. | 121,395 | $2.43M | 0.4% | +43.7% | 0.500% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 928,699 | $18.59M | 0.0% | +102.4% | 3.822% | |
| 7/19/2024 | MONECO Advisors LLC | 25,334 | $507K | 0.1% | -20.8% | 0.104% | |
| 7/19/2024 | Raymond James & Associates | 1,305,613 | $26.14M | 0.0% | +382.7% | 5.373% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 21,306 | $427K | 0.0% | +57.0% | 0.088% | |
| 7/16/2024 | BCS Wealth Management | 140,680 | $2.82M | 1.4% | +78.2% | 0.579% | |
| 7/15/2024 | Sterling Financial Group Inc. | 527,567 | $10.56M | 4.8% | +1.2% | 2.171% | |
| 7/11/2024 | Butensky & Cohen Financial Security Inc. | 46,903 | $939K | 0.3% | +10.4% | 0.197% | |
| 7/10/2024 | Gill Capital Partners LLC | 428,359 | $8.58M | 3.3% | +4.4% | 1.796% | |
| 7/2/2024 | Davis Capital Management | 9,480 | $189K | 0.2% | +20.7% | 0.042% | |
| 5/24/2024 | Cetera Advisors LLC | 34,041 | $689K | 0.0% | +162.1% | 0.152% | |
| 5/16/2024 | Jane Street Group LLC | 222,835 | $4.51M | 0.0% | -48.8% | 0.997% | |
| 5/10/2024 | Wintrust Investments LLC | 167,894 | $3.40M | 0.3% | +0.4% | 0.751% | |
| 5/8/2024 | Motley Fool Wealth Management LLC | 692,042 | $14.01M | 0.7% | +5.4% | 3.096% | |
| 5/6/2024 | Gill Capital Partners LLC | 410,361 | $8.06M | 3.3% | +5.2% | 1.836% | |
| 5/1/2024 | Cherry Tree Wealth Management LLC | 15,132 | $306K | 0.1% | N/A | 0.069% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 153,468 | $3.11M | 0.0% | +11.4% | 0.696% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 1,231 | $25K | 0.0% | N/A | 0.006% | |
| 4/26/2024 | MONECO Advisors LLC | 31,972 | $647K | 0.1% | +48.9% | 0.147% | |
| 4/23/2024 | Cookson Peirce & Co. Inc. | 461,461 | $9.35M | 0.5% | +8.6% | 2.136% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 458,922 | $9.29M | 0.0% | +55.2% | 2.125% | |
| 4/22/2024 | Strategic Financial Concepts LLC | 23,274 | $471K | 0.1% | +25.4% | 0.108% | |
| 4/22/2024 | Vishria Bird Financial Group LLC | 638,990 | $12.94M | 5.5% | +0.7% | 2.958% | |
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| 4/22/2024 | Raymond James & Associates | 270,473 | $5.48M | 0.0% | +251.2% | 1.252% | |
| 4/19/2024 | American National Bank & Trust Co. VA | 26,901 | $545K | 0.1% | N/A | 0.125% | |
| 4/18/2024 | Exchange Capital Management Inc. | 84,500 | $1.71M | 0.3% | N/A | 0.391% | |
| 4/16/2024 | Independence Bank of Kentucky | 26,625 | $539K | 0.2% | +81.7% | 0.124% | |
| 4/16/2024 | Atlantic Union Bankshares Corp | 804,866 | $16.30M | 1.4% | +20.9% | 3.752% | |
| 4/16/2024 | Tlwm | 63,737 | $1.29M | 0.3% | +25.5% | 0.297% | |
| 4/10/2024 | Sterling Financial Group Inc. | 521,363 | $10.56M | 5.0% | +3,723.2% | 2.431% | |
| 4/10/2024 | BCS Wealth Management | 78,961 | $1.60M | 0.5% | +28.9% | 0.368% | |
| 4/5/2024 | Butensky & Cohen Financial Security Inc. | 42,482 | $860K | 0.3% | +16.1% | 0.201% | |
| 4/5/2024 | Davis Capital Management | 7,853 | $158K | 0.1% | +608.1% | 0.037% | |
