| 8/14/2025 | NewEdge Advisors LLC | 2,627 | $158K | 0.0% | +15.3% | 0.074% | |
| 8/13/2025 | StoneX Group Inc. | 116,047 | $6.96M | 0.3% | -13.3% | 3.269% | |
| 8/12/2025 | Ameritas Investment Partners Inc. | 13,887 | $833K | 0.0% | +5.3% | 0.391% | |
| 8/12/2025 | Archer Investment Corp | 143,475 | $8.60M | 2.1% | +4.4% | 4.042% | |
| 8/8/2025 | Cetera Investment Advisers | 103,517 | $6.21M | 0.0% | +27.3% | 2.916% | |
| 8/6/2025 | Summit Investment Advisors Inc. | 13,182 | $735K | 0.6% | +8.0% | 0.371% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 6,650 | $399K | 0.0% | N/A | 0.187% | |
| 8/5/2025 | Castlekeep Investment Advisors LLC | 12,495 | $749K | 0.4% | -3.4% | 0.352% | |
| 8/4/2025 | Tradewinds LLC. | 32,434 | $1.95M | 1.5% | N/A | 0.914% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 26,031 | $1.56M | 0.0% | +83.2% | 0.733% | |
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| 7/29/2025 | Cottonwood Capital Advisors LLC | 15,740 | $944K | 0.6% | -2.2% | 0.443% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 8,464 | $508K | 0.0% | -44.6% | 0.238% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 18,846 | $1.13M | 0.1% | -12.2% | 0.531% | |
| 7/23/2025 | Prasad Wealth Partners LLC | 22,614 | $1.36M | 0.4% | -85.0% | 0.637% | |
| 7/22/2025 | Belpointe Asset Management LLC | 6,745 | $404K | 0.0% | -9.8% | 0.190% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,153 | $69K | 0.0% | N/A | 0.032% | |
| 7/2/2025 | Crumly & Associates Inc. | 175,327 | $10.51M | 2.6% | +3.9% | 4.383% | |
| 7/1/2025 | Private Client Services LLC | 25,194 | $1.51M | 0.6% | +7.8% | 0.630% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 42,559 | $2.37M | 0.1% | +10.0% | 1.064% | |
| 5/20/2025 | Belpointe Asset Management LLC | 7,480 | $417K | 0.0% | -3.0% | 0.187% | |
| 5/19/2025 | Jane Street Group LLC | 16,335 | $911K | 0.0% | -88.6% | 0.408% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 3,580 | $207K | 0.0% | +281.7% | 0.090% | |
| 5/16/2025 | NewEdge Advisors LLC | 2,279 | $127K | 0.0% | N/A | 0.057% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 12,624 | $704K | 0.0% | -69.7% | 0.316% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 4,117 | $230K | 0.0% | -18.1% | 0.103% | |
| 5/14/2025 | Kestra Advisory Services LLC | 186,143 | $10.38M | 0.0% | +7.5% | 4.654% | |
| 5/14/2025 | Purus Wealth Management LLC | 37,350 | $2.08M | 0.9% | -0.8% | 0.934% | |
| 5/14/2025 | Flow Traders U.S. LLC | 46,432 | $2.59M | 0.1% | -27.6% | 1.161% | |
| 5/13/2025 | Raymond James Financial Inc. | 144,968 | $8.08M | 0.0% | -13.1% | 3.624% | |
| 5/13/2025 | HighTower Advisors LLC | 12,201 | $680K | 0.0% | +50.1% | 0.305% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 15,284 | $852K | 0.0% | -4.1% | 0.382% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 73,896 | $4.12M | 0.1% | +90.9% | 1.847% | |
| 5/7/2025 | LPL Financial LLC | 215,429 | $12.01M | 0.0% | -3.0% | 5.386% | |
| 5/6/2025 | Cetera Investment Advisers | 81,327 | $4.54M | 0.0% | +4.9% | 2.033% | |
| 5/5/2025 | Hazlett Burt & Watson Inc. | 664 | $37K | 0.0% | +232.0% | 0.017% | |
| 5/5/2025 | Archer Investment Corp | 137,452 | $7.66M | 2.0% | +7.0% | 3.436% | |
| 5/5/2025 | Migdal Insurance & Financial Holdings Ltd. | 2,000 | $112K | 0.0% | -90.9% | 0.050% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 508 | $28K | 0.0% | +4,518.2% | 0.013% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 56,306 | $3.14M | 0.0% | -1.2% | 1.408% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 14,211 | $792K | 0.0% | -48.5% | 0.355% | |
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| 4/28/2025 | Clear Creek Financial Management LLC | 21,474 | $1.20M | 0.1% | +91.5% | 0.524% | |
| 4/23/2025 | Cottonwood Capital Advisors LLC | 16,098 | $898K | 0.7% | -5.9% | 0.393% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 32,093 | $1.79M | 0.0% | -43.7% | 0.783% | |
| 4/22/2025 | Crumly & Associates Inc. | 168,777 | $9.41M | 2.6% | +9.9% | 4.117% | |
| 4/22/2025 | Merkkuri Wealth Advisors LLC | 33,027 | $1.84M | 1.6% | -4.1% | 0.806% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 5,731 | $320K | 0.0% | -33.6% | 0.140% | |
| 4/9/2025 | Merit Financial Group LLC | 58,610 | $3.27M | 0.0% | +2.6% | 1.430% | |
| 4/9/2025 | NBC Securities Inc. | 3,763 | $209K | 0.0% | +125,333.3% | 0.092% | |
| 4/8/2025 | Private Client Services LLC | 23,376 | $1.30M | 0.6% | +81.9% | 0.570% | |
| 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% | |
| 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% | |
| 1/23/2025 | Marmo Financial Group LLC | 183,742 | $10.28M | 5.6% | -1.2% | 3.868% | |
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| 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% | |
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