| 8/14/2025 | Raymond James Financial Inc. | 882,830 | $38.05M | 0.0% | +0.3% | 6.807% | |
| 8/14/2025 | Cary Street Partners Financial LLC | 15,436 | $665K | 0.0% | +21.7% | 0.119% | |
| 8/13/2025 | StoneX Group Inc. | 14,998 | $646K | 0.0% | +6.9% | 0.116% | |
| 8/13/2025 | Kuhn & Co Investment Counsel | 52,078 | $2.25M | 1.7% | +11.8% | 0.402% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 5,494 | $237K | 0.0% | -11.6% | 0.042% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 436,886 | $18.83M | 0.0% | +0.8% | 3.368% | |
| 8/4/2025 | Arkadios Wealth Advisors | 20,004 | $862K | 0.0% | +78.6% | 0.154% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 300,567 | $12.95M | 0.0% | +11.9% | 2.317% | |
| 7/30/2025 | D.A. Davidson & CO. | 98,423 | $4.24M | 0.0% | N/A | 0.759% | |
| 7/29/2025 | Stephens Inc. AR | 15,890 | $685K | 0.0% | +146.7% | 0.123% | |
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| 7/29/2025 | Huntleigh Advisors Inc. | 90,638 | $3.91M | 0.8% | +4.6% | 0.699% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 7,973 | $344K | 0.0% | N/A | 0.061% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 4,800 | $207K | 0.0% | N/A | 0.037% | |
| 7/22/2025 | DAVENPORT & Co LLC | 12,198 | $526K | 0.0% | +25.0% | 0.094% | |
| 7/22/2025 | MBL Wealth LLC | 217,591 | $9.38M | 0.9% | +60.5% | 1.678% | |
| 7/18/2025 | Truist Financial Corp | 1,092,532 | $47.09M | 0.1% | +16.5% | 8.424% | |
| 7/18/2025 | Broadway Wealth Solutions Inc. | 5,952 | $257K | 0.2% | +4.0% | 0.046% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 1,069,637 | $46.10M | 0.1% | -22.5% | 8.247% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 85,203 | $3.71M | 0.0% | +245.8% | 0.657% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 5,544 | $215K | 0.0% | N/A | 0.043% | |
| 5/21/2025 | MBL Wealth LLC | 135,594 | $5.26M | 0.5% | +66.1% | 1.092% | |
| 5/19/2025 | Jane Street Group LLC | 12,285 | $477K | 0.0% | N/A | 0.099% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 5,544 | $215K | 0.0% | N/A | 0.045% | |
| 5/15/2025 | Royal Bank of Canada | 317,800 | $12.34M | 0.0% | +24.5% | 2.559% | |
| 5/14/2025 | Comerica Bank | 4,384 | $170K | 0.0% | +19.2% | 0.035% | |
| 5/14/2025 | Summit Financial LLC | 90,722 | $3.52M | 0.1% | N/A | 0.730% | |
| 5/14/2025 | Tradition Wealth Management LLC | 54,520 | $2.12M | 0.2% | +34.2% | 0.439% | |
| 5/13/2025 | Raymond James Financial Inc. | 879,909 | $34.16M | 0.0% | -1.6% | 7.085% | |
| 5/13/2025 | HighTower Advisors LLC | 207,652 | $8.06M | 0.0% | -1.0% | 1.672% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 12,683 | $492K | 0.0% | +63.5% | 0.102% | |
| 5/8/2025 | Arkadios Wealth Advisors | 11,200 | $435K | 0.0% | +55.6% | 0.090% | |
| 5/7/2025 | LPL Financial LLC | 599,592 | $23.28M | 0.0% | +29.0% | 4.828% | |
| 5/5/2025 | Private Advisor Group LLC | 24,261 | $942K | 0.0% | +158.4% | 0.195% | |
| 5/2/2025 | Victory Capital Management Inc. | 5,029,858 | $195.26M | 0.2% | +1.9% | 40.498% | |
| 5/1/2025 | Stephens Inc. AR | 6,440 | $250K | 0.0% | N/A | 0.051% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 268,685 | $10.43M | 0.0% | +108.8% | 2.148% | |
| 4/29/2025 | Truist Financial Corp | 937,620 | $36.40M | 0.1% | +19.0% | 7.495% | |
| 4/29/2025 | Huntleigh Advisors Inc. | 86,674 | $3.37M | 0.7% | +5.8% | 0.693% | |
| 4/28/2025 | DAVENPORT & Co LLC | 9,756 | $379K | 0.0% | +9.7% | 0.078% | |
| 4/23/2025 | Wealth Effects LLC | 13,130 | $510K | 0.2% | -2.2% | 0.105% | |
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| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 8,175 | $317K | 0.0% | -3.4% | 0.065% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 1,380,076 | $53.58M | 0.2% | +62.6% | 11.032% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 24,640 | $957K | 0.0% | N/A | 0.197% | |
| 4/14/2025 | Broadway Wealth Solutions Inc. | 5,721 | $222K | 0.2% | -11.4% | 0.046% | |
| 4/10/2025 | Leverty Financial Group LLC | 17,548 | $681K | 0.3% | -5.9% | 0.140% | |
| 4/10/2025 | Firethorn Wealth Partners LLC | 18,872 | $733K | 0.3% | -11.4% | 0.151% | |
| 2/17/2025 | TrinityPoint Wealth LLC | 28,098 | $1.13M | 0.2% | +41.5% | 0.296% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 7,755 | $312K | 0.0% | N/A | 0.082% | |
| 2/14/2025 | Stifel Financial Corp | 37,908 | $1.53M | 0.0% | +136.6% | 0.399% | |
| 2/14/2025 | Tradition Wealth Management LLC | 40,638 | $1.64M | 0.1% | +59.5% | 0.428% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 389,299 | $15.66M | 0.0% | -0.2% | 4.098% | |
| 2/13/2025 | Raymond James Financial Inc. | 894,023 | $35.97M | 0.0% | N/A | 9.411% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 128,691 | $5.18M | 0.0% | +13.2% | 1.355% | |
| 2/13/2025 | Wells Fargo & Company MN | 1,102 | $44K | 0.0% | N/A | 0.012% | |
| 2/12/2025 | StoneX Group Inc. | 11,238 | $452K | 0.0% | N/A | 0.118% | |
| 2/12/2025 | Broadway Wealth Solutions Inc. | 6,454 | $260K | 0.2% | N/A | 0.068% | |
| 2/11/2025 | LPL Financial LLC | 464,901 | $18.70M | 0.0% | +18.8% | 4.894% | |
| 2/11/2025 | TAP Consulting LLC | 88,158 | $3.55M | 0.7% | +5.5% | 0.928% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 19,596 | $788K | 0.0% | N/A | 0.206% | |
| 2/7/2025 | HighTower Advisors LLC | 209,703 | $8.44M | 0.0% | +5.5% | 2.207% | |
| 2/6/2025 | Raymond James Financial Inc. | 894,023 | $35.97M | 0.0% | N/A | 9.411% | |
| 2/6/2025 | Victory Capital Management Inc. | 4,934,858 | $198.53M | 0.2% | -2.9% | 51.946% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 3,085 | $124K | 0.0% | +56.0% | 0.032% | |
| 2/6/2025 | Gentry Private Wealth LLC | 31,947 | $1.29M | 5.3% | +19.5% | 0.336% | |
| 2/3/2025 | Private Advisor Group LLC | 9,388 | $378K | 0.0% | -4.5% | 0.099% | |
| 1/31/2025 | Truist Financial Corp | 787,795 | $31.69M | 0.0% | +13.9% | 8.293% | |
| 1/31/2025 | Sanctuary Advisors LLC | 23,244 | $977K | 0.0% | +1.1% | 0.245% | |
| 1/30/2025 | Kuhn & Co Investment Counsel | 35,361 | $1.42M | 1.2% | +28.8% | 0.372% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 14,252 | $573K | 0.0% | N/A | 0.150% | |
| 1/24/2025 | Leverty Financial Group LLC | 18,654 | $750K | 0.4% | -15.1% | 0.196% | |
| 1/24/2025 | DAVENPORT & Co LLC | 8,891 | $358K | 0.0% | +8.4% | 0.094% | |
| 1/21/2025 | Firethorn Wealth Partners LLC | 21,304 | $857K | 0.4% | -10.8% | 0.224% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 848,722 | $34.14M | 0.1% | +12.5% | 8.934% | |
| 11/25/2024 | Sanctuary Advisors LLC | 22,985 | $936K | 0.0% | +57.5% | 0.242% | |
| 11/15/2024 | Jane Street Group LLC | 16,574 | $653K | 0.0% | -35.7% | 0.174% | |
| 11/15/2024 | Stifel Financial Corp | 16,023 | $631K | 0.0% | +41.1% | 0.169% | |
| 11/15/2024 | HighTower Advisors LLC | 198,785 | $7.82M | 0.0% | +116.5% | 2.092% | |
| 11/15/2024 | Hilltop Holdings Inc. | 28,435 | $1.12M | 0.1% | +34.3% | 0.299% | |
| 11/14/2024 | Tradition Wealth Management LLC | 25,476 | $1.00M | 0.1% | +39.4% | 0.268% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 389,966 | $15.36M | 0.0% | +89.1% | 4.105% | |
| 11/13/2024 | Gentry Private Wealth LLC | 26,730 | $1.05M | 0.9% | +142.6% | 0.281% | |
| 11/7/2024 | TrinityPoint Wealth LLC | 19,864 | $782K | 0.1% | +16.8% | 0.209% | |
| 11/5/2024 | Victory Capital Management Inc. | 5,084,678 | $200.24M | 0.2% | -5.4% | 53.523% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 754,266 | $29.70M | 0.1% | +2.8% | 7.940% | |
| 10/24/2024 | Arkadios Wealth Advisors | 7,200 | $284K | 0.0% | +10.8% | 0.076% | |
| 10/22/2024 | Private Advisor Group LLC | 9,829 | $387K | 0.0% | -26.2% | 0.103% | |
| 10/18/2024 | Raymond James & Associates | 540,396 | $21.28M | 0.0% | +4.3% | 5.688% | |
| 10/17/2024 | Leverty Financial Group LLC | 21,966 | $865K | 0.5% | -96.1% | 0.231% | |
| 10/16/2024 | Firethorn Wealth Partners LLC | 23,882 | $940K | 0.5% | -24.3% | 0.251% | |
| 10/9/2024 | TAP Consulting LLC | 83,564 | $3.29M | 0.6% | +4.3% | 0.880% | |
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| 9/5/2024 | Sanctuary Advisors LLC | 14,598 | $507K | 0.0% | N/A | 0.154% | |
| 8/21/2024 | Truist Financial Corp | 674,515 | $25.20M | 0.0% | +15.5% | 7.100% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 107,852 | $4.03M | 0.0% | -12.5% | 1.135% | |
| 8/8/2024 | Kuhn & Co Investment Counsel | 26,879 | $1.00M | 0.9% | +4.1% | 0.283% | |
| 8/6/2024 | TAP Consulting LLC | 80,086 | $2.99M | 0.6% | +10.4% | 0.843% | |
| 8/6/2024 | Gentry Private Wealth LLC | 11,020 | $412K | 0.4% | N/A | 0.116% | |
| 8/5/2024 | Private Advisor Group LLC | 13,325 | $498K | 0.0% | N/A | 0.140% | |
| 7/29/2024 | Arkadios Wealth Advisors | 6,500 | $243K | 0.0% | N/A | 0.068% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 326,613 | $12.20M | 0.0% | +11.4% | 3.438% | |
| 7/19/2024 | Raymond James & Associates | 518,255 | $19.36M | 0.0% | +9.5% | 5.455% | |
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