| 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% | |
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| 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% | |
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| 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% | |
| 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% | |
| 7/15/2024 | Leverty Financial Group LLC | 559,909 | $20.92M | 12.4% | -4.1% | 5.894% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 645,014 | $23.09M | 0.1% | +41.3% | 6.928% | |
| 4/23/2024 | Leverty Financial Group LLC | 584,081 | $20.91M | 12.5% | +3.9% | 6.274% | |
| 4/23/2024 | Wealth Effects LLC | 13,460 | $482K | 0.2% | +111.3% | 0.000% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 293,088 | $10.49M | 0.0% | +157.7% | 0.000% | |
| 4/22/2024 | Raymond James & Associates | 473,356 | $16.95M | 0.0% | +37.2% | 0.000% | |
| 4/16/2024 | Firethorn Wealth Partners LLC | 30,129 | $1.08M | 0.6% | +2.8% | 0.000% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 456,435 | $14.85M | 0.0% | +57.6% | 0.000% | |
| 2/7/2024 | Cary Street Partners Investment Advisory LLC | 12,142 | $395K | 0.0% | N/A | 0.000% | |
| 2/5/2024 | Victory Capital Management Inc. | 5,431,678 | $176.75M | 0.2% | -2.9% | 0.000% | |
| 2/2/2024 | Truist Financial Corp | 363,362 | $11.82M | 0.0% | +31.2% | 0.000% | |
| 1/29/2024 | Wealth Effects LLC | 6,370 | $207K | 0.1% | N/A | 0.000% | |
| 1/25/2024 | Firethorn Wealth Partners LLC | 29,322 | $954K | 0.6% | +60.3% | 0.000% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 113,740 | $3.70M | 0.0% | +43.7% | 0.000% | |
| 1/16/2024 | Raymond James & Associates | 344,996 | $11.23M | 0.0% | +55.6% | 0.000% | |
| 1/11/2024 | Leverty Financial Group LLC | 562,423 | $18.30M | 11.6% | +6.2% | 0.000% | |
| 12/5/2023 | TAP Consulting LLC | 54,817 | $1.63M | 0.4% | +715.7% | 0.000% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 289,552 | $8.60M | 0.0% | +4,237.2% | 0.000% | |
| 11/6/2023 | Victory Capital Management Inc. | 5,593,534 | $166.07M | 0.2% | +1.0% | 0.000% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 79,132 | $2.35M | 0.0% | +185.7% | 0.000% | |
| 10/24/2023 | Raymond James & Associates | 221,697 | $6.58M | 0.0% | +1,373.6% | 0.000% | |
| 10/18/2023 | Leverty Financial Group LLC | 529,406 | $15.72M | 11.4% | N/A | 0.000% | |
| 10/17/2023 | Firethorn Wealth Partners LLC | 18,289 | $543K | 0.4% | N/A | 0.000% | |
| 8/1/2023 | Truist Financial Corp | 121,588 | $3.77M | 0.0% | +53.6% | 0.000% | |
| 7/27/2023 | Victory Capital Management Inc. | 5,538,534 | $171.70M | 0.2% | +5.3% | 0.000% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 6,676 | $207K | 0.0% | N/A | 0.000% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 27,699 | $859K | 0.0% | +32.0% | 0.000% | |
| 7/25/2023 | Raymond James & Associates | 15,045 | $466K | 0.0% | N/A | 0.000% | |
| 7/19/2023 | TAP Consulting LLC | 6,720 | $208K | 0.1% | N/A | 0.000% | |
