| 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% | |
| 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% | |
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| 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% | |
| 2/14/2025 | Fischer Investment Strategies LLC | 51,020 | $3.95M | 3.1% | N/A | 0.850% | |
| 2/14/2025 | Stifel Financial Corp | 52,126 | $4.04M | 0.0% | +3.0% | 0.869% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 3,884 | $301K | 0.0% | N/A | 0.065% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 2,566 | $199K | 0.0% | +3,367.6% | 0.043% | |
| 2/14/2025 | First Trust Advisors LP | 250,691 | $19.41M | 0.0% | -0.7% | 4.178% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 405 | $32K | 0.0% | N/A | 0.007% | |
| 2/13/2025 | Synovus Financial Corp | 2,761 | $214K | 0.0% | N/A | 0.046% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 60,311 | $4.67M | 0.0% | +12.7% | 1.005% | |
| 2/13/2025 | Wells Fargo & Company MN | 410,264 | $31.77M | 0.0% | +60.2% | 6.838% | |
| 2/12/2025 | JPMorgan Chase & Co. | 397 | $31K | 0.0% | N/A | 0.007% | |
| 2/11/2025 | LPL Financial LLC | 573,829 | $44.43M | 0.0% | +7.0% | 9.564% | |
| 2/10/2025 | Harbour Investments Inc. | 3,917 | $303K | 0.0% | +9.4% | 0.065% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 14,355 | $1.11M | 0.0% | +38.8% | 0.239% | |
| 2/10/2025 | Farther Finance Advisors LLC | 14,671 | $1.14M | 0.0% | +122.9% | 0.245% | |
| 2/7/2025 | HighTower Advisors LLC | 3,406 | $264K | 0.0% | N/A | 0.057% | |
| 2/7/2025 | Independent Advisor Alliance | 80,454 | $6.23M | 0.1% | N/A | 1.341% | |
| 2/7/2025 | Strategic Equity Management | 11,245 | $871K | 0.4% | -19.2% | 0.187% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 52,961 | $4.10M | 0.0% | +4.8% | 0.883% | |
| 2/7/2025 | Ashton Thomas Private Wealth LLC | 5,500 | $426K | 0.0% | N/A | 0.092% | |
| 2/6/2025 | Raymond James Financial Inc. | 134,427 | $10.41M | 0.0% | N/A | 2.240% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 16,859 | $1.31M | 0.0% | -2.0% | 0.281% | |
| 2/6/2025 | Bedel Financial Consulting Inc. | 53,636 | $4.32M | 0.6% | +5.2% | 0.894% | |
| 2/6/2025 | Jones Financial Companies Lllp | 3,453 | $267K | 0.0% | +12.4% | 0.058% | |
| 2/5/2025 | US Bancorp DE | 21,536 | $1.67M | 0.0% | -3.0% | 0.359% | |
| 2/5/2025 | Private Trust Co. NA | 2,488 | $193K | 0.0% | +20.7% | 0.041% | |
| 2/5/2025 | Brueske Advisory Services LLC | 107,001 | $8.29M | 7.4% | N/A | 1.783% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 5,409 | $419K | 0.0% | N/A | 0.090% | |
| 2/4/2025 | IFP Advisors Inc | 90,909 | $7.04M | 0.2% | -2.3% | 1.515% | |
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| 2/4/2025 | MONECO Advisors LLC | 15,799 | $1.22M | 0.1% | -13.8% | 0.263% | |
| 2/4/2025 | Marshall Investment Management LLC | 66,330 | $4.93M | 2.9% | N/A | 1.106% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 85,463 | $6.62M | 0.2% | +7.7% | 1.424% | |
| 2/3/2025 | TKG Advisors LLC | 3,709 | $298K | 0.1% | N/A | 0.062% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 3,099 | $240K | 0.0% | N/A | 0.052% | |
| 1/30/2025 | G&S Capital LLC | 14,004 | $1.08M | 0.4% | N/A | 0.233% | |
| 1/29/2025 | MTM Investment Management LLC | 16,733 | $1.30M | 0.5% | -1.1% | 0.279% | |
| 1/29/2025 | Focus Financial Network Inc. | 13,178 | $1.02M | 0.0% | N/A | 0.216% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 85,895 | $6.65M | 0.1% | -10.4% | 1.408% | |
| 1/27/2025 | Moneywise Inc. | 31,561 | $2.44M | 1.2% | -18.2% | 0.517% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 2,907 | $225K | 0.0% | N/A | 0.048% | |
| 1/24/2025 | HFG Advisors Inc. | 20,278 | $1.57M | 1.4% | -2.3% | 0.332% | |
| 1/24/2025 | Sylvest Advisors LLC | 6,432 | $498K | 0.3% | N/A | 0.105% | |
| 1/23/2025 | New Wave Wealth Advisors LLC | 122,226 | $9.46M | 3.9% | +27.5% | 2.004% | |
| 1/23/2025 | Gateway Wealth Partners LLC | 9,536 | $738K | 0.2% | +4.8% | 0.156% | |
| 1/22/2025 | Wealth Effects LLC | 3,907 | $303K | 0.1% | +12.2% | 0.064% | |
| 1/22/2025 | Nilsine Partners LLC | 7,645 | $592K | 0.1% | +20.1% | 0.125% | |
| 1/21/2025 | Eclectic Associates Inc. ADV | 128,192 | $9.93M | 2.9% | +1,980.4% | 2.102% | |
| 1/17/2025 | Independent Wealth Network Inc. | 7,655 | $593K | 0.2% | +31.2% | 0.125% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 7,040 | $545K | 0.0% | +35.0% | 0.115% | |
| 1/16/2025 | Willner & Heller LLC | 7,497 | $580K | 0.5% | +1.8% | 0.123% | |
| 1/14/2025 | Pinnacle Bancorp Inc. | 2,439 | $189K | 0.1% | -45.1% | 0.040% | |
| 11/15/2024 | MML Investors Services LLC | 7,200 | $535K | 0.0% | -20.0% | 0.155% | |
| 11/15/2024 | Dunhill Financial LLC | 7,226 | $537K | 0.3% | -6.4% | 0.155% | |
| 11/15/2024 | Stifel Financial Corp | 50,607 | $3.76M | 0.0% | +110.6% | 1.088% | |
| 11/15/2024 | Benjamin Edwards Inc. | 47,381 | $3.53M | 0.1% | N/A | 1.019% | |
| 11/13/2024 | Private Trust Co. NA | 2,062 | $153K | 0.0% | +213.9% | 0.044% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 95,911 | $7.13M | 0.2% | +53.4% | 2.063% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 2,693 | $200K | 0.0% | N/A | 0.058% | |
| 11/12/2024 | 49 Wealth Management LLC | 3,655 | $272K | 0.0% | -13.5% | 0.079% | |
| 11/8/2024 | MTM Investment Management LLC | 16,917 | $1.24M | 0.5% | -4.2% | 0.364% | |
| 11/8/2024 | PNC Financial Services Group Inc. | 50,540 | $3.76M | 0.0% | +0.6% | 1.087% | |
| 11/8/2024 | Prospera Financial Services Inc | 5,845 | $435K | 0.0% | +17.6% | 0.126% | |
| 11/5/2024 | Harbour Investments Inc. | 3,582 | $266K | 0.0% | -3.7% | 0.077% | |
| 10/31/2024 | Concurrent Investment Advisors LLC | 79,322 | $5.90M | 0.2% | -0.3% | 1.706% | |
| 10/29/2024 | Farther Finance Advisors LLC | 6,581 | $489K | 0.0% | N/A | 0.142% | |
| 10/28/2024 | US Bancorp DE | 22,212 | $1.66M | 0.0% | +3.1% | 0.478% | |
| 10/25/2024 | MONECO Advisors LLC | 18,327 | $1.36M | 0.2% | -14.5% | 0.394% | |
| 10/25/2024 | Gateway Wealth Partners LLC | 9,103 | $677K | 0.2% | +2.3% | 0.196% | |
| 10/23/2024 | Heritage Oak Wealth Advisors LLC | 95,843 | $7.13M | 3.3% | N/A | 2.084% | |
| 10/21/2024 | Moneywise Inc. | 38,594 | $2.87M | 1.4% | -7.8% | 0.839% | |
| 10/21/2024 | Wealth Effects LLC | 3,482 | $259K | 0.1% | +13.9% | 0.076% | |
| 10/18/2024 | Raymond James & Associates | 78,513 | $5.84M | 0.0% | +52.3% | 1.707% | |
| 10/16/2024 | HFG Advisors Inc. | 20,752 | $1.54M | 1.4% | +1.0% | 0.456% | |
| 10/10/2024 | Willner & Heller LLC | 7,364 | $548K | 0.5% | -6.3% | 0.122% | |
| 10/5/2024 | Eclectic Associates Inc. ADV | 6,162 | $458K | 0.2% | N/A | 0.137% | |
| 8/22/2024 | Cetera Investment Advisers | 56,902 | $3.75M | 0.0% | +54.9% | 1.388% | |
| 8/21/2024 | Truist Financial Corp | 3,241 | $214K | 0.0% | N/A | 0.079% | |
| 8/16/2024 | Gateway Wealth Partners LLC | 8,896 | $586K | 0.2% | N/A | 0.217% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 50,412 | $3.32M | 0.0% | +1.4% | 1.230% | |
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| 8/8/2024 | LPL Financial LLC | 470,730 | $31.02M | 0.0% | +1.5% | 11.481% | |
| 8/2/2024 | Wealth Effects LLC | 3,057 | $201K | 0.1% | -6.6% | 0.075% | |
| 7/31/2024 | Strategic Equity Management | 7,327 | $483K | 0.3% | N/A | 0.179% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 7,323 | $483K | 0.0% | -3.2% | 0.179% | |
| 7/31/2024 | Concurrent Investment Advisors LLC | 79,573 | $5.24M | 0.2% | +1.0% | 1.941% | |
| 7/30/2024 | International Assets Investment Management LLC | 2,048 | $135K | 0.0% | N/A | 0.050% | |
| 7/29/2024 | Financial Advocates Investment Management | 3,617 | $238K | 0.0% | -4.8% | 0.089% | |
| 7/26/2024 | Harbour Investments Inc. | 3,719 | $245K | 0.0% | -14.1% | 0.092% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 87,270 | $5.75M | 0.0% | +2.0% | 2.155% | |
| 7/19/2024 | MONECO Advisors LLC | 21,446 | $1.41M | 0.2% | -19.0% | 0.530% | |
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