| 8/8/2025 | MTM Investment Management LLC | 15,753 | $1.25M | 0.4% | -4.5% | 0.276% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 74,287 | $5.91M | 0.1% | -2.0% | 1.303% | |
| 8/8/2025 | Cetera Investment Advisers | 191,383 | $15.23M | 0.0% | +23.5% | 3.358% | |
| 8/8/2025 | Creative Planning | 2,532 | $202K | 0.0% | N/A | 0.044% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 54,448 | $4.33M | 0.0% | -7.6% | 0.955% | |
| 8/7/2025 | 49 Wealth Management LLC | 3,046 | $242K | 0.0% | -9.6% | 0.053% | |
| 8/6/2025 | Prospera Financial Services Inc | 5,786 | $460K | 0.0% | -3.3% | 0.102% | |
| 8/6/2025 | Summit Investment Advisors Inc. | 9,025 | $621K | 0.5% | N/A | 0.158% | |
| 8/6/2025 | Golden State Wealth Management LLC | 1,790 | $142K | 0.0% | -66.6% | 0.031% | |
| 8/5/2025 | HFG Advisors Inc. | 21,947 | $1.75M | 1.4% | +6.2% | 0.385% | |
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| 8/4/2025 | Atria Investments Inc | 17,133 | $1.36M | 0.0% | +208.0% | 0.301% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 2,991 | $238K | 0.0% | -85.9% | 0.052% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 61,512 | $4.90M | 0.0% | -23.7% | 1.079% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 4,193 | $334K | 0.0% | +33.8% | 0.074% | |
| 7/29/2025 | Private Trust Co. NA | 2,244 | $179K | 0.0% | +20.6% | 0.039% | |
| 7/28/2025 | Harbour Investments Inc. | 19,622 | $1.56M | 0.0% | -3.2% | 0.344% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 4,214 | $335K | 0.0% | +10.7% | 0.073% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 99,235 | $7.90M | 0.2% | -1.0% | 1.726% | |
| 7/24/2025 | US Bancorp DE | 20,463 | $1.63M | 0.0% | +0.9% | 0.359% | |
| 7/22/2025 | Willner & Heller LLC | 7,352 | $585K | 0.5% | +4.9% | 0.129% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,848 | $147K | 0.0% | N/A | 0.032% | |
| 7/18/2025 | New Wave Wealth Advisors LLC | 95,441 | $7.60M | 3.2% | -2.1% | 1.631% | |
| 7/18/2025 | Brueske Advisory Services LLC | 89,808 | $7.15M | 4.9% | -6.6% | 1.535% | |
| 7/18/2025 | Truist Financial Corp | 5,179 | $412K | 0.0% | +29.6% | 0.089% | |
| 7/17/2025 | Eclectic Associates Inc. ADV | 143,687 | $11.43M | 2.5% | +5.8% | 2.456% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 18,804 | $1.50M | 0.0% | +61.4% | 0.321% | |
| 7/17/2025 | Wagner Wealth Management LLC | 2,737 | $218K | 0.0% | -8.9% | 0.047% | |
| 7/16/2025 | Independent Wealth Network Inc. | 8,163 | $650K | 0.2% | +2.3% | 0.140% | |
| 7/16/2025 | Moneywise Inc. | 26,188 | $2.08M | 1.0% | -10.4% | 0.448% | |
| 7/16/2025 | Sylvest Advisors LLC | 7,878 | $627K | 0.4% | +7.7% | 0.135% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 8,377 | $576K | 0.0% | +2.8% | 0.144% | |
| 5/19/2025 | Jane Street Group LLC | 14,131 | $972K | 0.0% | -61.7% | 0.246% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 21,243 | $1.46M | 0.1% | +286.2% | 0.369% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 37,546 | $2.58M | 0.0% | -53.5% | 0.653% | |
| 5/16/2025 | Jones Financial Companies Lllp | 50,739 | $3.49M | 0.0% | +1,369.4% | 0.882% | |
| 5/15/2025 | Royal Bank of Canada | 130,645 | $8.99M | 0.0% | -1.2% | 2.272% | |
| 5/15/2025 | Baird Financial Group Inc. | 3,824 | $263K | 0.0% | -34.0% | 0.067% | |
| 5/14/2025 | Comerica Bank | 3,725 | $256K | 0.0% | +8.6% | 0.065% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 873 | $60K | 0.0% | +102.6% | 0.015% | |
| 5/14/2025 | Kestra Advisory Services LLC | 17,168 | $1.18M | 0.0% | +0.8% | 0.299% | |
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| 5/14/2025 | Capital Analysts LLC | 590 | $41K | 0.0% | N/A | 0.010% | |
| 5/13/2025 | Raymond James Financial Inc. | 129,404 | $8.90M | 0.0% | -3.7% | 2.251% | |
| 5/12/2025 | Benjamin Edwards Inc. | 20,817 | $1.43M | 0.0% | -53.2% | 0.362% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 3,805 | $262K | 0.0% | +22.8% | 0.066% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 58,953 | $4.06M | 0.0% | +11.3% | 1.025% | |
| 5/8/2025 | MONECO Advisors LLC | 14,496 | $997K | 0.1% | -8.2% | 0.252% | |
| 5/8/2025 | US Bancorp DE | 20,277 | $1.40M | 0.0% | -5.8% | 0.353% | |
| 5/8/2025 | Harbour Investments Inc. | 20,267 | $1.39M | 0.0% | +417.4% | 0.352% | |
| 5/8/2025 | Marshall Investment Management LLC | 35,453 | $2.44M | 1.5% | -46.6% | 0.617% | |
| 5/7/2025 | LPL Financial LLC | 592,006 | $40.73M | 0.0% | +3.2% | 10.296% | |
| 5/7/2025 | Bedel Financial Consulting Inc. | 71,104 | $4.95M | 0.7% | +32.6% | 1.237% | |
| 5/6/2025 | Cetera Investment Advisers | 154,934 | $10.66M | 0.0% | +41.2% | 2.695% | |
| 5/5/2025 | Montag A & Associates Inc. | 500 | $34K | 0.0% | N/A | 0.009% | |
| 5/5/2025 | IFP Advisors Inc | 87,236 | $6.00M | 0.2% | -4.0% | 1.517% | |
| 5/5/2025 | OneAscent Financial Services LLC | 5,562 | $383K | 0.0% | N/A | 0.097% | |
| 5/5/2025 | Willner & Heller LLC | 7,010 | $482K | 0.4% | -6.5% | 0.122% | |
| 5/2/2025 | Independent Wealth Network Inc. | 7,977 | $549K | 0.2% | +4.2% | 0.139% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 75,809 | $5.22M | 0.1% | -11.7% | 1.318% | |
| 5/1/2025 | MTM Investment Management LLC | 16,503 | $1.14M | 0.4% | -1.4% | 0.287% | |
| 5/1/2025 | CWM LLC | 954 | $66K | 0.0% | -25.5% | 0.017% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 3,133 | $216K | 0.0% | +7.8% | 0.054% | |
| 4/30/2025 | 49 Wealth Management LLC | 3,369 | $232K | 0.0% | -9.8% | 0.059% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 80,600 | $5.55M | 0.0% | +33.6% | 1.402% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 100,194 | $6.89M | 0.2% | +17.2% | 1.743% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 5,389 | $371K | 0.0% | +38.7% | 0.094% | |
| 4/28/2025 | Private Trust Co. NA | 1,860 | $128K | 0.0% | -25.2% | 0.032% | |
| 4/25/2025 | G&S Capital LLC | 14,292 | $983K | 0.4% | +2.1% | 0.253% | |
| 4/25/2025 | New Wave Wealth Advisors LLC | 97,444 | $6.70M | 3.0% | -20.3% | 1.725% | |
| 4/24/2025 | Golden State Wealth Management LLC | 5,357 | $369K | 0.1% | N/A | 0.095% | |
| 4/24/2025 | Vista Investment Partners II LLC | 7,494 | $516K | 0.3% | N/A | 0.133% | |
| 4/23/2025 | Sylvest Advisors LLC | 7,313 | $503K | 0.3% | +13.7% | 0.128% | |
| 4/23/2025 | Pinnacle Bancorp Inc. | 2,826 | $194K | 0.1% | +15.9% | 0.050% | |
| 4/23/2025 | Golden State Wealth Management LLC | 10,714 | $737K | 0.1% | N/A | 0.188% | |
| 4/23/2025 | Moneywise Inc. | 29,221 | $2.01M | 1.1% | -7.4% | 0.513% | |
| 4/22/2025 | Brueske Advisory Services LLC | 96,179 | $6.62M | 6.3% | -10.1% | 1.687% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 34,508 | $2.37M | 0.0% | -59.3% | 0.605% | |
| 4/22/2025 | Nilsine Partners LLC | 8,410 | $579K | 0.1% | +10.0% | 0.148% | |
| 4/22/2025 | World Equity Group Inc. | 5,925 | $412K | 0.1% | N/A | 0.104% | |
| 4/21/2025 | Clear Point Advisors Inc. | 7,886 | $543K | 0.5% | -6.6% | 0.138% | |
| 4/21/2025 | HFG Advisors Inc. | 20,658 | $1.42M | 1.2% | +1.9% | 0.362% | |
| 4/21/2025 | Dunhill Financial LLC | 7,176 | $494K | 0.2% | -48.7% | 0.126% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 3,248 | $223K | 0.0% | -6.0% | 0.057% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 11,650 | $802K | 0.0% | +65.5% | 0.203% | |
| 4/15/2025 | Strategic Equity Management | 10,000 | $688K | 0.3% | -11.1% | 0.174% | |
| 4/14/2025 | Wedmont Private Capital | 7,624 | $493K | 0.0% | N/A | 0.133% | |
| 4/10/2025 | Eclectic Associates Inc. ADV | 135,863 | $9.35M | 2.5% | +6.0% | 2.342% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 4,519 | $350K | 0.0% | N/A | 0.075% | |
| 3/6/2025 | Plotkin Financial Advisors LLC | 2,583 | $200K | 0.1% | N/A | 0.043% | |
| 2/19/2025 | Richmond Investment Services LLC | 45,997 | $3.56M | 2.0% | N/A | 0.767% | |
| 2/17/2025 | Fiduciary Trust Co | 2,621 | $203K | 0.0% | N/A | 0.044% | |
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| 2/17/2025 | Dunhill Financial LLC | 13,985 | $1.08M | 0.5% | +93.5% | 0.233% | |
| 2/17/2025 | Cetera Investment Advisers | 109,730 | $8.50M | 0.0% | +27.8% | 1.829% | |
| 2/17/2025 | Blue Capital Inc. | 8,417 | $652K | 0.5% | N/A | 0.140% | |
| 2/17/2025 | Citadel Advisors LLC | 27,579 | $2.14M | 0.0% | N/A | 0.460% | |
| 2/17/2025 | Baird Financial Group Inc. | 5,797 | $449K | 0.0% | +27.4% | 0.097% | |
| 2/17/2025 | Bank of America Corp DE | 132,219 | $10.24M | 0.0% | +2.8% | 2.204% | |
| 2/17/2025 | Benjamin Edwards Inc. | 44,440 | $3.45M | 0.0% | -6.2% | 0.741% | |
| 2/17/2025 | Ameriprise Financial Inc. | 6,268 | $485K | 0.0% | N/A | 0.104% | |
| 2/14/2025 | Jane Street Group LLC | 36,859 | $2.85M | 0.0% | N/A | 0.614% | |
| 2/14/2025 | Comerica Bank | 3,429 | $266K | 0.0% | +169.2% | 0.057% | |
