| 8/1/2025 | Envestnet Asset Management Inc. | 125,376 | $9.74M | 0.0% | +519.7% | 1.766% | |
| 7/31/2025 | Resonant Capital Advisors LLC | 234,772 | $18.25M | 1.2% | -0.5% | 3.307% | |
| 7/31/2025 | Leelyn Smith LLC | 361,166 | $28.05M | 4.6% | +2.2% | 5.087% | |
| 7/29/2025 | Altus Wealth Group LLC | 7,634 | $593K | 0.3% | +5.5% | 0.108% | |
| 7/29/2025 | Liberty Square Wealth Partners LLC | 2,672 | $207K | 0.1% | N/A | 0.038% | |
| 7/29/2025 | Systelligence LLC | 111,425 | $8.65M | 1.6% | N/A | 1.569% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 7,801 | $606K | 0.0% | +43.7% | 0.110% | |
| 7/29/2025 | AssuredPartners Investment Advisors LLC | 6,810 | $529K | 0.1% | -72.3% | 0.096% | |
| 7/29/2025 | Private Trust Co. NA | 928 | $72K | 0.0% | +32.8% | 0.013% | |
| 7/28/2025 | Wealthspan Partners LLC | 4,341 | $337K | 0.1% | -20.2% | 0.061% | |
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| 7/23/2025 | Horizon Advisory Services Inc. | 6,316 | $490K | 0.3% | +8.3% | 0.089% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 8,804 | $684K | 0.0% | -31.6% | 0.125% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 54,634 | $4.24M | 0.0% | +6.6% | 0.775% | |
| 7/17/2025 | Independence Bank of Kentucky | 369 | $29K | 0.0% | N/A | 0.005% | |
| 7/17/2025 | Worth Financial Advisory Group LLC | 58,644 | $4.55M | 2.8% | +1.6% | 0.832% | |
| 7/15/2025 | McCarthy & Cox | 67,129 | $5.21M | 1.4% | +3.5% | 0.976% | |
| 7/15/2025 | Norden Group LLC | 3,798 | $295K | 0.0% | -79.0% | 0.055% | |
| 7/14/2025 | Main Line Retirement Advisors LLC | 3,520 | $273K | 0.2% | N/A | 0.051% | |
| 7/14/2025 | Park Avenue Securities LLC | 9,944 | $772K | 0.0% | N/A | 0.145% | |
| 7/11/2025 | Farther Finance Advisors LLC | 5,166 | $401K | 0.0% | +8.3% | 0.075% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 38,140 | $3.02M | 0.0% | -17.2% | 0.557% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 16,886 | $1.31M | 0.2% | +685.8% | 0.247% | |
| 5/20/2025 | Blue Rock Wealth Management LLC | 44,276 | $3.10M | 2.6% | +2.1% | 0.686% | |
| 5/19/2025 | Jane Street Group LLC | 14,913 | $1.04M | 0.0% | +19.0% | 0.231% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 11,768 | $824K | 0.0% | +18.6% | 0.182% | |
| 5/15/2025 | Royal Bank of Canada | 118,522 | $8.30M | 0.0% | +17.4% | 1.838% | |
| 5/14/2025 | Comerica Bank | 8,116 | $568K | 0.0% | -2.5% | 0.126% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 4,955 | $347K | 0.0% | +54.0% | 0.077% | |
| 5/13/2025 | Raymond James Financial Inc. | 290,665 | $20.34M | 0.0% | +5.9% | 4.506% | |
| 5/13/2025 | HighTower Advisors LLC | 7,100 | $497K | 0.0% | N/A | 0.110% | |
| 5/12/2025 | Townsquare Capital LLC | 19,891 | $1.39M | 0.0% | +247.1% | 0.308% | |
| 5/9/2025 | Wealthspire Advisors LLC | 29,144 | $2.04M | 0.0% | -2.0% | 0.452% | |
| 5/8/2025 | IFG Advisory LLC | 4,880 | $342K | 0.0% | -18.7% | 0.076% | |
| 5/8/2025 | Arkadios Wealth Advisors | 6,824 | $478K | 0.0% | -5.2% | 0.106% | |
| 5/7/2025 | Norden Group LLC | 18,118 | $1.27M | 0.1% | N/A | 0.281% | |
| 5/7/2025 | LPL Financial LLC | 538,861 | $37.72M | 0.0% | +7.2% | 8.354% | |
| 5/6/2025 | Cetera Investment Advisers | 4,366 | $306K | 0.0% | +10.7% | 0.068% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 52,056 | $3.64M | 0.0% | -9.8% | 0.807% | |
| 5/6/2025 | PFG Advisors | 6,753 | $473K | 0.0% | +28.1% | 0.105% | |
| 5/5/2025 | Private Advisor Group LLC | 70,344 | $4.92M | 0.0% | +13.0% | 1.091% | |
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| 5/2/2025 | Leelyn Smith LLC | 353,387 | $24.73M | 4.4% | -4.3% | 5.539% | |
| 5/1/2025 | Horizon Advisory Services Inc. | 5,831 | $408K | 0.2% | +11.7% | 0.091% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 5,427 | $380K | 0.0% | +62.1% | 0.085% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 20,233 | $1.42M | 0.0% | N/A | 0.317% | |
| 4/28/2025 | Resonant Capital Advisors LLC | 235,882 | $16.52M | 1.2% | +4.2% | 3.697% | |
| 4/28/2025 | Private Trust Co. NA | 699 | $49K | 0.0% | N/A | 0.011% | |
| 4/28/2025 | Arlington Trust Co LLC | 370 | $26K | 0.0% | N/A | 0.006% | |
| 4/25/2025 | Altus Wealth Group LLC | 7,235 | $506K | 0.2% | +16.5% | 0.113% | |
| 4/25/2025 | Pacific Wealth Strategies Group Inc. | 7,576 | $530K | 0.4% | N/A | 0.119% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 12,872 | $914K | 0.0% | +2.7% | 0.202% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 24,607 | $1.72M | 0.3% | +3.8% | 0.388% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 300,242 | $21.01M | 0.1% | -1.2% | 4.728% | |
| 4/22/2025 | Worth Financial Advisory Group LLC | 57,747 | $4.04M | 2.6% | +0.7% | 0.909% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 311,917 | $21.83M | 2.0% | +3,529.5% | 4.912% | |
| 4/21/2025 | Wealthspan Partners LLC | 5,440 | $381K | 0.2% | -25.6% | 0.086% | |
| 4/18/2025 | CENTRAL TRUST Co | 18,636 | $1.30M | 0.0% | +14.2% | 0.302% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 51,239 | $3.59M | 0.0% | +1.6% | 0.829% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 46,065 | $3.22M | 0.0% | +7.2% | 0.745% | |
| 4/14/2025 | Farther Finance Advisors LLC | 4,772 | $334K | 0.0% | +33.0% | 0.077% | |
| 4/14/2025 | McCarthy & Cox | 64,848 | $4.54M | 2.0% | +1.0% | 1.049% | |
| 4/10/2025 | Breakwater Capital Group | 34,077 | $2.39M | 0.4% | +7.0% | 0.559% | |
| 4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 2,149 | $150K | 0.0% | +1,690.8% | 0.035% | |
| 4/10/2025 | Secure Asset Management LLC | 3,897 | $273K | 0.1% | -16.9% | 0.064% | |
| 4/8/2025 | Investors Research Corp | 8,979 | $628K | 0.1% | -11.0% | 0.146% | |
| 2/24/2025 | Liberty Square Wealth Partners LLC | 2,672 | $204K | 0.1% | N/A | 0.045% | |
| 2/17/2025 | Cetera Investment Advisers | 3,943 | $296K | 0.0% | -6.2% | 0.066% | |
| 2/17/2025 | Bank of America Corp DE | 500,830 | $37.60M | 0.0% | +3.2% | 8.446% | |
| 2/17/2025 | BNP Paribas Financial Markets | 400 | $30K | 0.0% | N/A | 0.007% | |
| 2/17/2025 | Ameriprise Financial Inc. | 36,333 | $2.73M | 0.0% | -1.1% | 0.613% | |
| 2/14/2025 | Blue Rock Wealth Management LLC | 43,361 | $3.26M | 3.4% | N/A | 0.731% | |
| 2/14/2025 | Jane Street Group LLC | 12,529 | $941K | 0.0% | N/A | 0.211% | |
| 2/14/2025 | Comerica Bank | 8,321 | $625K | 0.0% | +22.3% | 0.140% | |
| 2/13/2025 | Mariner LLC | 59,628 | $4.48M | 0.0% | +12.1% | 1.006% | |
| 2/13/2025 | Townsquare Capital LLC | 5,731 | $430K | 0.0% | -53.0% | 0.097% | |
| 2/13/2025 | Raymond James Financial Inc. | 274,593 | $20.61M | 0.0% | N/A | 4.631% | |
| 2/13/2025 | Advisory Services Network LLC | 4,884 | $367K | 0.0% | -85.4% | 0.082% | |
| 2/12/2025 | AssuredPartners Investment Advisors LLC | 23,700 | $1.78M | 0.3% | N/A | 0.400% | |
| 2/12/2025 | Worth Financial Advisory Group LLC | 57,353 | $4.31M | 2.6% | +0.5% | 0.967% | |
| 2/11/2025 | LPL Financial LLC | 502,635 | $37.73M | 0.0% | +5.8% | 8.476% | |
| 2/10/2025 | Leelyn Smith LLC | 369,254 | $27.72M | 4.9% | -1.3% | 6.227% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 2,258 | $170K | 0.0% | +40.4% | 0.038% | |
| 2/10/2025 | Altus Wealth Group LLC | 6,212 | $466K | 0.2% | N/A | 0.105% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 38,156 | $2.86M | 0.0% | +22.8% | 0.643% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 57,723 | $4.33M | 0.0% | +9.8% | 0.973% | |
| 2/10/2025 | Farther Finance Advisors LLC | 3,587 | $269K | 0.0% | +2,576.9% | 0.060% | |
| 2/7/2025 | PFG Advisors | 5,271 | $396K | 0.0% | +45.9% | 0.089% | |
| 2/7/2025 | Ashton Thomas Private Wealth LLC | 9,926 | $745K | 0.0% | +9.0% | 0.167% | |
| 2/6/2025 | Raymond James Financial Inc. | 274,593 | $20.61M | 0.0% | N/A | 4.631% | |
| 2/4/2025 | Horizon Advisory Services Inc. | 5,222 | $392K | 0.2% | N/A | 0.088% | |
| 2/4/2025 | Wealthspire Advisors LLC | 29,753 | $2.23M | 0.0% | -17.4% | 0.502% | |
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| 2/3/2025 | Private Advisor Group LLC | 62,233 | $4.67M | 0.0% | +0.7% | 1.049% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 9,329 | $700K | 0.0% | -26.6% | 0.159% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 14,119 | $1.06M | 0.0% | +1.8% | 0.240% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 8,594 | $645K | 0.1% | -3.6% | 0.146% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 3,347 | $251K | 0.0% | -16.1% | 0.057% | |
| 1/24/2025 | Wealthspan Partners LLC | 7,311 | $549K | 0.3% | -33.2% | 0.124% | |
| 1/24/2025 | Resonant Capital Advisors LLC | 226,394 | $17.00M | 1.2% | +3.2% | 3.850% | |
| 1/24/2025 | CENTRAL TRUST Co | 16,313 | $1.23M | 0.0% | +19.4% | 0.277% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 50,414 | $3.79M | 0.0% | +4.0% | 0.884% | |
| 1/16/2025 | McCarthy & Cox | 64,210 | $4.82M | 1.7% | +3.1% | 1.126% | |
