| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 10,891 | $225K | 0.0% | N/A | 0.051% | |
| 2/24/2025 | Wilkins Miller Wealth Management LLC | 23,627 | $487K | 0.5% | N/A | 0.112% | |
| 2/18/2025 | Investment Management Corp VA ADV | 9,203 | $190K | 0.2% | N/A | 0.044% | |
| 2/17/2025 | Waverly Advisors LLC | 14,079 | $290K | 0.0% | +22.3% | 0.067% | |
| 2/17/2025 | Ellevest Inc. | 71,354 | $1.47M | 0.1% | +9.3% | 0.337% | |
| 2/17/2025 | Captrust Financial Advisors | 9,836 | $203K | 0.0% | -7.0% | 0.047% | |
| 2/17/2025 | Citadel Advisors LLC | 301,784 | $6.22M | 0.0% | +677.4% | 1.427% | |
| 2/17/2025 | Bank of America Corp DE | 224,911 | $4.64M | 0.0% | -14.1% | 1.063% | |
| 2/17/2025 | Ameriprise Financial Inc. | 2,062,107 | $42.52M | 0.0% | +4.6% | 9.750% | |
| 2/14/2025 | Jane Street Group LLC | 19,707 | $406K | 0.0% | -70.2% | 0.093% | |
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| 2/14/2025 | Comerica Bank | 1,591 | $33K | 0.0% | N/A | 0.008% | |
| 2/14/2025 | Stifel Financial Corp | 11,597 | $239K | 0.0% | N/A | 0.055% | |
| 2/14/2025 | MML Investors Services LLC | 99,230 | $2.05M | 0.0% | +3.5% | 0.469% | |
| 2/13/2025 | Invesco Ltd. | 480,431 | $9.91M | 0.0% | +0.4% | 2.272% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 53,848 | $1.11M | 0.0% | +5.5% | 0.255% | |
| 2/13/2025 | Wells Fargo & Company MN | 260,045 | $5.36M | 0.0% | +99.6% | 1.230% | |
| 2/12/2025 | Nottingham Advisors Inc. | 157,999 | $3.26M | 0.4% | +9.5% | 0.747% | |
| 2/11/2025 | Community Bank N.A. | 2,700 | $56K | 0.0% | +294.2% | 0.013% | |
| 2/11/2025 | LPL Financial LLC | 1,045,125 | $21.55M | 0.0% | +10.7% | 4.941% | |
| 2/11/2025 | HUB Investment Partners LLC | 55,085 | $1.14M | 0.0% | +6.5% | 0.260% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 11,813 | $244K | 0.0% | +12.6% | 0.056% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 81,156 | $1.67M | 0.0% | +10.2% | 0.384% | |
| 2/10/2025 | Wintrust Investments LLC | 1,270 | $26K | 0.0% | -33.3% | 0.006% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 14,399 | $297K | 0.0% | N/A | 0.068% | |
| 2/7/2025 | Davis R M Inc. | 10,711 | $221K | 0.0% | N/A | 0.051% | |
| 2/7/2025 | Independent Advisor Alliance | 23,457 | $484K | 0.0% | N/A | 0.111% | |
| 2/7/2025 | G2 Capital Management LLC OH | 57,783 | $1.19M | 0.4% | +1.3% | 0.273% | |
| 2/7/2025 | Coordinated Financial Services Inc. | 11,950 | $246K | 0.2% | N/A | 0.057% | |
| 2/6/2025 | Opulen Financial Group LLC | 39,911 | $823K | 0.7% | N/A | 0.189% | |
| 2/6/2025 | Beacon Harbor Wealth Advisors Inc. | 366,582 | $7.56M | 1.8% | +6.5% | 1.733% | |
| 2/6/2025 | Raymond James Financial Inc. | 3,156,193 | $65.08M | 0.0% | N/A | 14.923% | |
| 2/6/2025 | Atria Investments Inc | 61,747 | $1.27M | 0.0% | +19.6% | 0.292% | |
| 2/6/2025 | Cookson Peirce & Co. Inc. | 471,784 | $9.73M | 0.4% | +5.8% | 2.231% | |
| 2/6/2025 | Jones Financial Companies Lllp | 61,081 | $1.26M | 0.0% | +108.1% | 0.289% | |
| 2/5/2025 | Kohmann Bosshard Financial Services LLC | 49,402 | $1.02M | 0.1% | N/A | 0.234% | |
| 2/5/2025 | Noble Wealth Management PBC | 16,650 | $343K | 0.2% | N/A | 0.079% | |
| 2/4/2025 | Exchange Capital Management Inc. | 166,792 | $3.44M | 0.5% | -1.8% | 0.789% | |
| 2/4/2025 | Addison Advisors LLC | 201,184 | $4.15M | 1.2% | +9.0% | 0.951% | |
| 2/4/2025 | Quartz Partners LLC | 26,284 | $542K | 0.3% | +13.6% | 0.124% | |
| 2/4/2025 | Dover Advisors LLC | 24,989 | $515K | 0.3% | +115.4% | 0.118% | |
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| 2/4/2025 | MONECO Advisors LLC | 79,438 | $1.64M | 0.2% | -28.9% | 0.376% | |
| 1/31/2025 | Sanctuary Advisors LLC | 120,901 | $2.50M | 0.0% | +87.9% | 0.584% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 52,897 | $1.09M | 0.0% | +137.8% | 0.256% | |
| 1/30/2025 | Aveo Capital Partners LLC | 15,151 | $312K | 0.0% | +6.0% | 0.073% | |
| 1/29/2025 | Sawgrass Asset Management LLC | 59,437 | $1.23M | 0.1% | +34.9% | 0.287% | |
| 1/28/2025 | Stephens Inc. AR | 71,795 | $1.48M | 0.0% | +26.7% | 0.349% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 755,626 | $15.58M | 0.0% | +3,297.0% | 3.677% | |
| 1/27/2025 | YANKCOM Partnership | 4,089 | $84K | 0.0% | N/A | 0.020% | |
| 1/24/2025 | Independence Bank of Kentucky | 37,822 | $780K | 0.1% | +24.2% | 0.185% | |
| 1/23/2025 | Asset Dedication LLC | 65,329 | $1.35M | 0.1% | +174.1% | 0.320% | |
| 1/21/2025 | Novare Capital Management LLC | 44,376 | $915K | 0.1% | +167.7% | 0.218% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 3,755 | $77K | 0.0% | N/A | 0.018% | |
| 1/15/2025 | Butensky & Cohen Financial Security Inc. | 46,972 | $969K | 0.3% | +7.0% | 0.232% | |
| 1/15/2025 | Kaye Capital Management | 13,169 | $272K | 0.1% | N/A | 0.065% | |
| 1/14/2025 | Carolina Wealth Advisors LLC | 283,632 | $5.85M | 3.1% | -0.2% | 1.401% | |
| 1/14/2025 | Marquette Asset Management LLC | 2,964 | $61K | 0.0% | +51.1% | 0.015% | |
| 1/14/2025 | Tlwm | 77,537 | $1.60M | 0.3% | +296.9% | 0.383% | |
| 1/13/2025 | BCS Wealth Management | 408,824 | $8.43M | 2.1% | +21.9% | 2.019% | |
| 11/25/2024 | Sanctuary Advisors LLC | 64,350 | $1.34M | 0.0% | +64.7% | 0.364% | |
| 11/15/2024 | MML Investors Services LLC | 95,888 | $2.07M | 0.0% | +3.8% | 0.542% | |
| 11/15/2024 | Jane Street Group LLC | 66,108 | $1.43M | 0.0% | -75.2% | 0.373% | |
| 11/14/2024 | Captrust Financial Advisors | 10,572 | $228K | 0.0% | N/A | 0.060% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 10,492 | $226K | 0.0% | N/A | 0.059% | |
| 11/6/2024 | Sawgrass Asset Management LLC | 44,066 | $951K | 0.1% | +70.1% | 0.249% | |
| 11/4/2024 | Addison Advisors LLC | 184,603 | $3.98M | 1.1% | +20.6% | 1.043% | |
| 11/4/2024 | G2 Capital Management LLC OH | 57,047 | $1.23M | 0.4% | +1.3% | 0.322% | |
| 11/1/2024 | Atria Investments Inc | 51,645 | $1.11M | 0.0% | +32.0% | 0.292% | |
| 10/31/2024 | Beacon Harbor Wealth Advisors Inc. | 344,079 | $7.43M | 1.8% | +4.6% | 1.961% | |
| 10/28/2024 | Stephens Inc. AR | 56,657 | $1.22M | 0.0% | +389.2% | 0.323% | |
| 10/25/2024 | MONECO Advisors LLC | 111,677 | $2.41M | 0.3% | +39.8% | 0.636% | |
| 10/22/2024 | Sterling Financial Group Inc. | 34,058 | $735K | 0.3% | -1.5% | 0.194% | |
| 10/22/2024 | Eastern Bank | 2,663 | $57K | 0.0% | N/A | 0.015% | |
| 10/21/2024 | Carolina Wealth Advisors LLC | 284,168 | $6.13M | 3.1% | -0.4% | 1.619% | |
| 10/18/2024 | Raymond James & Associates | 1,629,151 | $35.16M | 0.0% | +216.9% | 9.444% | |
| 10/17/2024 | BCS Wealth Management | 335,274 | $7.24M | 3.1% | +77.8% | 1.944% | |
| 10/16/2024 | Nottingham Advisors Inc. | 144,267 | $3.11M | 0.3% | -59.7% | 0.836% | |
| 10/16/2024 | Asset Dedication LLC | 23,836 | $514K | 0.0% | +58.7% | 0.139% | |
| 10/11/2024 | Novare Capital Management LLC | 16,575 | $358K | 0.0% | N/A | 0.098% | |
| 10/9/2024 | Independence Bank of Kentucky | 30,458 | $657K | 0.1% | +7.6% | 0.180% | |
| 10/8/2024 | Marquette Asset Management LLC | 1,961 | $42K | 0.0% | +47.3% | 0.012% | |
| 10/8/2024 | Tlwm | 19,537 | $422K | 0.1% | N/A | 0.115% | |
| 9/5/2024 | Sanctuary Advisors LLC | 39,069 | $791K | 0.0% | N/A | 0.274% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 4,474 | $92K | 0.0% | N/A | 0.031% | |
| 8/12/2024 | G2 Capital Management LLC OH | 56,316 | $1.16M | 0.4% | +1.3% | 0.395% | |
| 8/6/2024 | Asset Dedication LLC | 15,019 | $310K | 0.0% | +816.9% | 0.105% | |
| 8/6/2024 | Strategic Financial Concepts LLC | 343,092 | $71K | 0.0% | +1,475.3% | 2.408% | |
| 8/5/2024 | Addison Advisors LLC | 153,052 | $3.15M | 1.0% | +10.5% | 1.074% | |
| 8/3/2024 | Nottingham Advisors Inc. | 358,282 | $7.38M | 0.9% | +6.0% | 2.514% | |
| 7/31/2024 | Dover Advisors LLC | 11,600 | $239K | 0.1% | N/A | 0.085% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 66,442 | $1.37M | 0.0% | +18.4% | 0.487% | |
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| 7/25/2024 | Independence Bank of Kentucky | 28,315 | $584K | 0.2% | +166.5% | 0.207% | |
| 7/23/2024 | Exchange Capital Management Inc. | 129,535 | $2.67M | 0.4% | +443.7% | 0.949% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 1,022,877 | $21.08M | 0.0% | +9.5% | 7.494% | |
| 7/19/2024 | MONECO Advisors LLC | 79,872 | $1.65M | 0.2% | +43.4% | 0.585% | |
| 7/19/2024 | Raymond James & Associates | 514,022 | $10.59M | 0.0% | +275.2% | 3.766% | |
| 7/18/2024 | Sawgrass Asset Management LLC | 25,911 | $534K | 0.1% | +9.0% | 0.190% | |
| 7/16/2024 | BCS Wealth Management | 188,568 | $3.89M | 1.9% | +417.6% | 1.429% | |
| 7/15/2024 | Sterling Financial Group Inc. | 34,588 | $713K | 0.3% | -5.5% | 0.262% | |
| 7/12/2024 | Carolina Wealth Advisors LLC | 285,417 | $5.88M | 2.9% | +27.6% | 2.187% | |
| 7/11/2024 | Butensky & Cohen Financial Security Inc. | 40,834 | $842K | 0.3% | +22.0% | 0.313% | |
