| 7/15/2025 | Legacy Financial Group LLC | 67,552 | $1.53M | 0.2% | +2.7% | 0.295% | |
| 7/14/2025 | GAMMA Investing LLC | 9,186 | $209K | 0.0% | -83.6% | 0.040% | |
| 7/11/2025 | Meriwether Wealth & Planning LLC | 29,442 | $668K | 0.4% | +2.9% | 0.129% | |
| 7/11/2025 | Farther Finance Advisors LLC | 8,159 | $185K | 0.0% | N/A | 0.036% | |
| 7/11/2025 | AA Financial Advisors LLC | 25,569 | $581K | 0.1% | +13.0% | 0.112% | |
| 7/8/2025 | S.E.E.D. Planning Group LLC | 77,524 | $1.76M | 0.6% | +4.0% | 0.345% | |
| 7/7/2025 | Horizons Wealth Management | 13,339 | $303K | 0.2% | +70.5% | 0.059% | |
| 7/3/2025 | Collective Family Office LLC | 202,448 | $4.60M | 1.2% | N/A | 0.908% | |
| 5/28/2025 | Intrua Financial LLC | 273,911 | $6.14M | 0.9% | N/A | 1.349% | |
| 5/19/2025 | Jane Street Group LLC | 126,309 | $2.83M | 0.0% | +153.2% | 0.622% | |
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| 5/19/2025 | Advisory Alpha LLC | 289,911 | $6.50M | 0.2% | +24.8% | 1.428% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 13,502 | $303K | 0.0% | -7.5% | 0.065% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 132,536 | $2.97M | 0.1% | N/A | 0.637% | |
| 5/16/2025 | Jones Financial Companies Lllp | 262,600 | $5.88M | 0.0% | +163.0% | 1.263% | |
| 5/16/2025 | NewEdge Advisors LLC | 64,459 | $1.44M | 0.0% | +9.0% | 0.310% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 52,845 | $1.18M | 0.0% | +38.9% | 0.254% | |
| 5/15/2025 | Ashton Thomas Securities LLC | 73,184 | $1.64M | 0.5% | +5.9% | 0.361% | |
| 5/15/2025 | Royal Bank of Canada | 157,038 | $3.52M | 0.0% | +4.1% | 0.774% | |
| 5/15/2025 | Insight Wealth Partners LLC | 13,168 | $295K | 0.0% | N/A | 0.065% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 28,441 | $637K | 0.5% | N/A | 0.140% | |
| 5/14/2025 | Comerica Bank | 14,839 | $332K | 0.0% | -37.6% | 0.073% | |
| 5/14/2025 | Kestra Advisory Services LLC | 53,192 | $1.19M | 0.0% | +23.4% | 0.262% | |
| 5/14/2025 | Compound Planning Inc. | 55,220 | $1.24M | 0.1% | +5.5% | 0.272% | |
| 5/14/2025 | Capital Analysts LLC | 10,054 | $225K | 0.0% | +19.7% | 0.050% | |
| 5/13/2025 | Raymond James Financial Inc. | 612,065 | $13.71M | 0.0% | +291.0% | 3.015% | |
| 5/13/2025 | Tyler Stone Wealth Management | 124,315 | $2.79M | 0.5% | +172.0% | 0.612% | |
| 5/13/2025 | Oder Investment Management LLC | 141,277 | $3.17M | 2.7% | +18.2% | 0.696% | |
| 5/13/2025 | NFP Retirement Inc. | 18,023 | $404K | 0.0% | +42.7% | 0.089% | |
| 5/12/2025 | Invesco Ltd. | 103,908 | $2.33M | 0.0% | -3.2% | 0.512% | |
| 5/12/2025 | Koss Olinger Consulting LLC | 16,414 | $368K | 0.0% | +3.0% | 0.081% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 31,840 | $713K | 0.0% | +1.7% | 0.157% | |
| 5/8/2025 | Harbour Investments Inc. | 6,920 | $155K | 0.0% | +28.9% | 0.034% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 12,410 | $278K | 0.0% | +18.0% | 0.061% | |
| 5/7/2025 | LPL Financial LLC | 877,789 | $19.67M | 0.0% | +28.8% | 4.324% | |
| 5/6/2025 | Cetera Investment Advisers | 743,788 | $16.66M | 0.0% | +3.1% | 3.664% | |
| 5/6/2025 | SFE Investment Counsel | 331,138 | $7.42M | 1.5% | -2.9% | 1.631% | |
| 5/6/2025 | Carnegie Investment Counsel | 23,150 | $508K | 0.0% | +5.8% | 0.114% | |
| 5/6/2025 | IMA Advisory Services Inc. | 4,895 | $110K | 0.0% | -97.7% | 0.024% | |
| 5/5/2025 | Atlantic Union Bankshares Corp | 9,985 | $224K | 0.0% | N/A | 0.049% | |
| 5/5/2025 | Private Advisor Group LLC | 70,103 | $1.57M | 0.0% | +69.3% | 0.345% | |
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| 5/2/2025 | Larson Financial Group LLC | 212,020 | $4.75M | 0.2% | +2,328.1% | 1.044% | |
| 5/2/2025 | GPM Growth Investors Inc. | 113,461 | $2.54M | 1.1% | +3.1% | 0.559% | |
| 5/2/2025 | Kaye Capital Management | 87,108 | $1.95M | 0.8% | N/A | 0.429% | |
| 5/1/2025 | Key Financial Inc | 25,624 | $574K | 0.1% | +12.3% | 0.126% | |
| 5/1/2025 | CWM LLC | 55,563 | $1.25M | 0.0% | +24.7% | 0.274% | |
| 5/1/2025 | Stephens Inc. AR | 22,900 | $513K | 0.0% | +15.5% | 0.113% | |
| 4/30/2025 | Topsail Wealth Management LLC | 16,496 | $370K | 0.1% | +18.7% | 0.081% | |
| 4/30/2025 | AlphaStar Capital Management LLC | 16,587 | $372K | 0.0% | -3.7% | 0.082% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 327,295 | $7.33M | 0.0% | -7.1% | 1.612% | |
| 4/28/2025 | Rovin Capital UT ADV | 276,002 | $6.18M | 2.0% | +26.1% | 1.360% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 40,964 | $911K | 0.3% | +231.2% | 0.202% | |
| 4/25/2025 | MorganRosel Wealth Management LLC | 5,734 | $128K | 0.0% | N/A | 0.028% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 14,234 | $319K | 0.0% | +18.3% | 0.070% | |
| 4/23/2025 | Vantage Point Financial LLC | 50,206 | $1.13M | 0.6% | +9.4% | 0.247% | |
| 4/22/2025 | Tassel Capital Management Inc. | 9,735 | $218K | 0.2% | N/A | 0.048% | |
| 4/22/2025 | Paradiem LLC | 97,856 | $2.19M | 0.6% | -9.0% | 0.487% | |
| 4/22/2025 | Altrius Capital Management Inc | 95,186 | $2.13M | 0.5% | +3.8% | 0.474% | |
| 4/22/2025 | Bright Futures Wealth Management LLC. | 99,664 | $2.21M | 2.4% | -23.2% | 0.496% | |
| 4/22/2025 | Segment Wealth Management LLC | 67,330 | $1.51M | 0.1% | +1.1% | 0.335% | |
| 4/21/2025 | Meriwether Wealth & Planning LLC | 28,602 | $641K | 0.4% | +76.8% | 0.143% | |
| 4/17/2025 | Robertson Stephens Wealth Management LLC | 8,930 | $200K | 0.0% | -56.9% | 0.045% | |
| 4/17/2025 | AA Financial Advisors LLC | 22,630 | $507K | 0.1% | -12.4% | 0.113% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 35,137 | $787K | 0.0% | +16.3% | 0.176% | |
| 4/16/2025 | Sound Stewardship LLC | 51,299 | $1.15M | 0.7% | +2.6% | 0.258% | |
| 4/16/2025 | Ballew Advisors Inc | 31,396 | $693K | 0.5% | +113.0% | 0.158% | |
| 4/15/2025 | Net Worth Advisory Group | 14,093 | $316K | 0.1% | +9.9% | 0.071% | |
| 4/15/2025 | Ironwood Wealth Management LLC. | 357,792 | $8.02M | 2.5% | +1.7% | 1.763% | |
| 4/15/2025 | GAMMA Investing LLC | 56,036 | $1.26M | 0.1% | +21.2% | 0.282% | |
| 4/10/2025 | Horizons Wealth Management | 7,824 | $175K | 0.1% | +10.4% | 0.039% | |
| 4/10/2025 | Hennion & Walsh Asset Management Inc. | 94,438 | $2.12M | 0.1% | -4.4% | 0.475% | |
| 4/10/2025 | Rialto Wealth Management LLC | 2,212 | $50K | 0.0% | N/A | 0.011% | |
| 4/10/2025 | Legacy Financial Group LLC | 65,755 | $1.47M | 0.2% | +3.6% | 0.330% | |
| 4/9/2025 | RFG Advisory LLC | 9,523 | $213K | 0.0% | N/A | 0.048% | |
| 4/9/2025 | Gradient Investments LLC | 9,265 | $208K | 0.0% | -14.2% | 0.047% | |
| 4/9/2025 | Quad Cities Investment Group LLC | 18,118 | $406K | 0.2% | +4.2% | 0.091% | |
| 4/8/2025 | Advisory Alpha LLC | 115,030 | $2.58M | 0.2% | -50.5% | 0.578% | |
| 4/8/2025 | S.E.E.D. Planning Group LLC | 74,511 | $1.67M | 0.6% | -3.6% | 0.374% | |
| 4/7/2025 | GAMMA Investing LLC | 1,255,475 | $281.29M | 0.1% | +2,615.1% | 6.309% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 30,209 | $677K | 0.0% | +35.3% | 0.172% | |
| 2/17/2025 | Cetera Investment Advisers | 721,523 | $16.16M | 0.0% | +35.7% | 4.100% | |
| 2/17/2025 | Captrust Financial Advisors | 454,531 | $10.18M | 0.0% | +74.7% | 2.583% | |
| 2/17/2025 | Bank of America Corp DE | 107,190 | $2.40M | 0.0% | +95.3% | 0.609% | |
| 2/17/2025 | Ameriprise Financial Inc. | 121,173 | $2.71M | 0.0% | +8.2% | 0.688% | |
| 2/17/2025 | Ancora Advisors LLC | 1,566 | $35K | 0.0% | N/A | 0.009% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 357,059 | $8.00M | 0.0% | -0.7% | 2.029% | |
| 2/14/2025 | Jane Street Group LLC | 49,883 | $1.12M | 0.0% | -43.9% | 0.283% | |
| 2/14/2025 | Topsail Wealth Management LLC | 13,893 | $311K | 0.1% | N/A | 0.079% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 38,041 | $852K | 0.0% | +13.8% | 0.216% | |
| 2/14/2025 | MGO One Seven LLC | 12,101 | $271K | 0.0% | N/A | 0.069% | |
| 2/14/2025 | Stifel Financial Corp | 92,256 | $2.07M | 0.0% | +6.1% | 0.524% | |
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| 2/13/2025 | NewEdge Advisors LLC | 59,139 | $1.33M | 0.0% | +2.1% | 0.336% | |
| 2/13/2025 | Anchor Investment Management LLC | 1,290 | $29K | 0.0% | +344.8% | 0.007% | |
| 2/13/2025 | Oder Investment Management LLC | 119,512 | $2.68M | 2.2% | +53.0% | 0.679% | |
| 2/13/2025 | NFP Retirement Inc. | 12,629 | $283K | 0.0% | +38.2% | 0.072% | |
| 2/13/2025 | Glass Jacobson Investment Advisors llc | 22,704 | $509K | 0.2% | N/A | 0.129% | |
| 2/13/2025 | Raymond James Financial Inc. | 156,531 | $3.51M | 0.0% | N/A | 0.889% | |
| 2/13/2025 | Invesco Ltd. | 107,369 | $2.41M | 0.0% | -6.2% | 0.610% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 352,469 | $7.90M | 0.0% | -1.8% | 2.003% | |
| 2/13/2025 | Wells Fargo & Company MN | 836,922 | $18.75M | 0.0% | +16.4% | 4.755% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 14,594 | $327K | 0.0% | +3.2% | 0.083% | |
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