| 2/24/2025 | Great Valley Advisor Group Inc. | 176,126 | $9.86M | 0.2% | +9.8% | 3.708% | |
| 2/20/2025 | Castlekeep Investment Advisors LLC | 12,941 | $725K | 0.1% | N/A | 0.291% | |
| 2/17/2025 | Cetera Investment Advisers | 77,514 | $4.34M | 0.0% | +273.6% | 1.632% | |
| 2/17/2025 | Castlekeep Investment Advisors LLC | 724,567 | $40.57M | 0.3% | N/A | 15.254% | |
| 2/17/2025 | Benjamin Edwards Inc. | 56,668 | $3.18M | 0.0% | -4.9% | 1.193% | |
| 2/14/2025 | Jane Street Group LLC | 142,727 | $7.99M | 0.0% | +1,068.7% | 3.005% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 41,641 | $2.33M | 0.0% | -37.9% | 0.877% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 938 | $52K | 0.0% | +190.4% | 0.020% | |
| 2/14/2025 | Harvest Investment Services LLC | 16,784 | $940K | 0.2% | +12.5% | 0.353% | |
| 2/14/2025 | IHT Wealth Management LLC | 7,187 | $402K | 0.0% | -73.7% | 0.151% | |
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| 2/14/2025 | Stifel Financial Corp | 15,985 | $895K | 0.0% | +3.2% | 0.337% | |
| 2/14/2025 | Mach 1 Financial Group LLC | 6,154 | $345K | 0.6% | -89.1% | 0.130% | |
| 2/14/2025 | First Trust Advisors LP | 611,252 | $34.22M | 0.0% | -2.1% | 12.868% | |
| 2/13/2025 | Belpointe Asset Management LLC | 7,712 | $432K | 0.0% | -4.7% | 0.162% | |
| 2/13/2025 | Keystone Financial Group | 23,564 | $1.32M | 0.1% | N/A | 0.496% | |
| 2/13/2025 | Summit Investment Advisors Inc. | 12,208 | $684K | 0.6% | +14.4% | 0.257% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 27,593 | $1.55M | 0.0% | -7.6% | 0.581% | |
| 2/12/2025 | StoneX Group Inc. | 175,856 | $9.85M | 0.6% | +24.0% | 3.702% | |
| 2/11/2025 | LPL Financial LLC | 222,059 | $12.43M | 0.0% | +2.9% | 4.675% | |
| 2/10/2025 | Harbour Investments Inc. | 1,085 | $61K | 0.0% | +3,516.7% | 0.023% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 8,628 | $483K | 0.0% | +3.4% | 0.182% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 21,384 | $1.20M | 0.0% | +5.8% | 0.450% | |
| 2/7/2025 | HighTower Advisors LLC | 8,127 | $455K | 0.0% | -7.3% | 0.171% | |
| 2/7/2025 | Moors & Cabot Inc. | 11,584 | $649K | 0.0% | +7.0% | 0.244% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 2,724 | $153K | 0.0% | N/A | 0.057% | |
| 2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 18,960 | $1.06M | 0.2% | N/A | 0.399% | |
| 2/6/2025 | Raymond James Financial Inc. | 166,803 | $9.34M | 0.0% | N/A | 3.512% | |
| 2/6/2025 | Gentry Private Wealth LLC | 5,286 | $296K | 1.2% | +33.4% | 0.111% | |
| 2/5/2025 | Ergawealth Advisors Inc. | 9,880 | $553K | 0.3% | +4.7% | 0.208% | |
| 2/4/2025 | Pine Valley Investments Ltd Liability Co | 12,980 | $727K | 0.0% | -5.8% | 0.273% | |
| 2/4/2025 | Prasad Wealth Partners LLC | 130,780 | $7.32M | 2.4% | N/A | 2.753% | |
| 2/3/2025 | Crumly & Associates Inc. | 153,556 | $8.60M | 2.3% | +3.2% | 3.233% | |
| 1/31/2025 | Kestra Investment Management LLC | 1,094 | $61K | 0.0% | N/A | 0.023% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 15,932 | $892K | 0.0% | +56.1% | 0.335% | |
| 1/29/2025 | Capital Wealth Alliance LLC | 4,448 | $249K | 0.1% | N/A | 0.094% | |
| 1/28/2025 | Archer Investment Corp | 128,502 | $7.20M | 1.9% | +9.7% | 2.705% | |
| 1/28/2025 | Migdal Insurance & Financial Holdings Ltd. | 22,000 | $1.23M | 0.0% | -47.6% | 0.463% | |
| 1/27/2025 | Trilogy Capital Inc. | 8,446 | $473K | 0.0% | +36.3% | 0.178% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 56,978 | $3.19M | 0.0% | +5.0% | 1.200% | |
| 1/24/2025 | Clear Creek Financial Management LLC | 11,214 | $628K | 0.1% | N/A | 0.236% | |
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| 1/23/2025 | Marmo Financial Group LLC | 183,742 | $10.28M | 5.6% | -1.2% | 3.868% | |
| 1/21/2025 | Merkkuri Wealth Advisors LLC | 34,424 | $1.93M | 1.5% | +9.7% | 0.725% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 38,707 | $2.17M | 0.1% | +0.7% | 0.815% | |
| 1/21/2025 | Cottonwood Capital Advisors LLC | 17,109 | $958K | 0.7% | +3.5% | 0.360% | |
| 1/21/2025 | Cornerstone Wealth Management LLC | 5,744 | $322K | 0.0% | +13.8% | 0.121% | |
| 1/16/2025 | Purus Wealth Management LLC | 37,645 | $2.11M | 0.8% | +7.2% | 0.776% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 3,902 | $218K | 0.0% | -62.6% | 0.080% | |
| 1/15/2025 | Merit Financial Group LLC | 57,101 | $3.20M | 0.1% | N/A | 1.177% | |
| 1/15/2025 | Householder Group Estate & Retirement Specialist LLC | 6,502 | $364K | 0.3% | +15,381.0% | 0.134% | |
| 1/8/2025 | Private Client Services LLC | 12,848 | $719K | 0.4% | -25.1% | 0.265% | |
| 11/25/2024 | Synovus Financial Corp | 3,848 | $250K | 0.0% | +12.5% | 0.082% | |
| 11/25/2024 | Pine Valley Investments Ltd Liability Co | 13,780 | $893K | 0.1% | +106.6% | 0.293% | |
| 11/15/2024 | MML Investors Services LLC | 20,420 | $1.32M | 0.0% | +7.0% | 0.434% | |
| 11/15/2024 | Jane Street Group LLC | 12,212 | $792K | 0.0% | -86.2% | 0.260% | |
| 11/15/2024 | Stifel Financial Corp | 15,488 | $1.00M | 0.0% | +7.7% | 0.330% | |
| 11/15/2024 | IHT Wealth Management LLC | 27,277 | $1.77M | 0.0% | -25.3% | 0.580% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 67,031 | $4.35M | 0.1% | +1.3% | 1.426% | |
| 11/15/2024 | Beck Capital Management LLC | 34,089 | $2.21M | 0.6% | +2.1% | 0.725% | |
| 11/15/2024 | Benjamin Edwards Inc. | 59,596 | $3.87M | 0.1% | N/A | 1.268% | |
| 11/14/2024 | Flow Traders U.S. LLC | 15,128 | $981K | 0.0% | -61.7% | 0.322% | |
| 11/13/2024 | Transamerica Financial Advisors Inc. | 4,872 | $316K | 0.0% | -10.8% | 0.104% | |
| 11/13/2024 | Gentry Private Wealth LLC | 3,963 | $257K | 0.2% | N/A | 0.084% | |
| 11/12/2024 | StoneX Group Inc. | 141,786 | $9.19M | 0.8% | +12.7% | 3.017% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 160,414 | $10.40M | 0.3% | +1.5% | 3.413% | |
| 11/8/2024 | Moors & Cabot Inc. | 10,828 | $702K | 0.0% | +28.4% | 0.230% | |
| 11/6/2024 | Archer Investment Corp | 117,098 | $7.59M | 2.0% | +25.3% | 2.491% | |
| 11/6/2024 | Oppenheimer & Co. Inc. | 14,190 | $920K | 0.0% | N/A | 0.302% | |
| 11/4/2024 | Cottonwood Capital Advisors LLC | 16,523 | $1.07M | 0.8% | +14.8% | 0.352% | |
| 11/2/2024 | Mach 1 Financial Group LLC | 56,469 | $3.66M | 2.2% | +7.2% | 1.201% | |
| 11/1/2024 | Crumly & Associates Inc. | 148,788 | $9.65M | 2.7% | +6.9% | 3.166% | |
| 10/24/2024 | Marmo Financial Group LLC | 186,015 | $12.06M | 6.4% | +77.7% | 3.958% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 3,163 | $205K | 0.0% | N/A | 0.067% | |
| 10/23/2024 | Merkkuri Wealth Advisors LLC | 31,386 | $2.04M | 1.7% | +8.7% | 0.668% | |
| 10/23/2024 | Ergawealth Advisors Inc. | 9,437 | $612K | 0.3% | N/A | 0.201% | |
| 10/21/2024 | Trilogy Capital Inc. | 6,197 | $402K | 0.0% | +10.4% | 0.132% | |
| 10/19/2024 | CNB Bank | 650 | $42K | 0.0% | N/A | 0.014% | |
| 10/16/2024 | Cornerstone Wealth Management LLC | 5,048 | $327K | 0.0% | +5.7% | 0.110% | |
| 10/15/2024 | NBC Securities Inc. | 3,790 | $245K | 0.0% | +36.6% | 0.082% | |
| 10/9/2024 | Clarus Wealth Advisors | 6,097 | $378K | 0.2% | -6.4% | 0.133% | |
| 10/3/2024 | Private Client Services LLC | 17,152 | $1.11M | 0.6% | +14.1% | 0.381% | |
| 8/16/2024 | Regal Investment Advisors LLC | 114,346 | $6.89M | 0.4% | +4.1% | 2.755% | |
| 8/14/2024 | Beck Capital Management LLC | 33,395 | $2.01M | 0.6% | N/A | 0.805% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 39,875 | $2.40M | 0.0% | -0.4% | 0.961% | |
| 8/12/2024 | Purus Wealth Management LLC | 34,011 | $2.05M | 0.9% | +0.8% | 0.820% | |
| 8/9/2024 | Moors & Cabot Inc. | 8,430 | $508K | 0.0% | N/A | 0.203% | |
| 8/3/2024 | Crumly & Associates Inc. | 139,160 | $8.39M | 2.4% | -1.8% | 3.353% | |
| 8/2/2024 | Archer Investment Corp | 93,488 | $5.64M | 1.6% | +5.4% | 2.253% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 17,543 | $1.06M | 0.0% | +27.1% | 0.423% | |
| 7/30/2024 | Pine Valley Investments Ltd Liability Co | 6,670 | $402K | 0.0% | N/A | 0.161% | |
| 7/30/2024 | International Assets Investment Management LLC | 2,245 | $135K | 0.0% | N/A | 0.054% | |
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| 7/29/2024 | Ameritas Advisory Services LLC | 21,098 | $1.27M | 0.0% | -5.9% | 0.508% | |
| 7/29/2024 | Migdal Insurance & Financial Holdings Ltd. | 42,000 | $2.54M | 0.0% | +50.0% | 1.012% | |
| 7/29/2024 | Private Client Services LLC | 15,038 | $906K | 0.6% | -11.8% | 0.362% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 46,631 | $2.81M | 0.0% | +14.5% | 1.124% | |
| 7/23/2024 | Marmo Financial Group LLC | 104,664 | $6.31M | 3.8% | +20.8% | 2.522% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 190,689 | $11.50M | 0.0% | -12.0% | 4.595% | |
| 7/20/2024 | Milestone Asset Management LLC | 7,467 | $450K | 0.1% | N/A | 0.180% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 7,841 | $473K | 0.0% | -18.4% | 0.194% | |
| 7/16/2024 | Great Valley Advisor Group Inc. | 157,967 | $9.52M | 0.3% | +2.0% | 3.900% | |
| 7/11/2024 | Clarus Wealth Advisors | 6,517 | $399K | 0.2% | +3.1% | 0.161% | |
