| 8/15/2025 | Equitable Holdings Inc. | 452,396 | $9.27M | 0.1% | +11.6% | 1.102% | |
| 8/15/2025 | Lantern Wealth Advisors LLC | 10,000 | $205K | 0.1% | N/A | 0.024% | |
| 8/15/2025 | MML Investors Services LLC | 49,196 | $1.01M | 0.0% | -66.6% | 0.120% | |
| 8/15/2025 | Modern Wealth Management LLC | 1,008,078 | $20.67M | 0.5% | N/A | 2.455% | |
| 8/15/2025 | Freedom Financial Partners LLC | 51,884 | $1.06M | 0.4% | +1.0% | 0.126% | |
| 8/15/2025 | EP Wealth Advisors LLC | 7,560 | $155K | 0.0% | N/A | 0.018% | |
| 8/15/2025 | Bank of America Corp DE | 909,313 | $18.64M | 0.0% | +4.4% | 2.215% | |
| 8/15/2025 | Ameriprise Financial Inc. | 847,494 | $16.91M | 0.0% | -1.9% | 2.064% | |
| 8/14/2025 | Raymond James Financial Inc. | 205,621 | $4.22M | 0.0% | +6.4% | 0.501% | |
| 8/13/2025 | Cheviot Value Management LLC | 131,064 | $2.73M | 0.3% | +3.9% | 0.319% | |
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| 8/13/2025 | Flow Traders U.S. LLC | 96,869 | $1.99M | 0.1% | -46.5% | 0.236% | |
| 8/13/2025 | VestGen Advisors LLC | 112,166 | $2.30M | 0.1% | -1.2% | 0.273% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 254,266 | $5.21M | 0.0% | +0.2% | 0.619% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 1,856 | $38K | 0.0% | +40.1% | 0.005% | |
| 8/12/2025 | Kaye Capital Management | 1,008,078 | $20.67M | 7.9% | -6.7% | 2.455% | |
| 8/8/2025 | Cetera Investment Advisers | 119,140 | $2.44M | 0.0% | -1.3% | 0.290% | |
| 8/8/2025 | Creative Planning | 112,265 | $2.30M | 0.0% | +4.6% | 0.273% | |
| 8/8/2025 | WealthShield Partners LLC | 40,425 | $829K | 0.1% | -1.6% | 0.098% | |
| 8/7/2025 | Cahill Financial Advisors Inc. | 227,036 | $4.65M | 0.6% | -2.5% | 0.553% | |
| 8/6/2025 | First Horizon Advisors Inc. | 28,954 | $594K | 0.0% | -21.1% | 0.071% | |
| 8/5/2025 | AAF Wealth Management LLC | 79,195 | $1.62M | 0.7% | -5.0% | 0.193% | |
| 8/4/2025 | Atria Investments Inc | 47,648 | $977K | 0.0% | -66.6% | 0.116% | |
| 8/4/2025 | Arkadios Wealth Advisors | 23,651 | $485K | 0.0% | N/A | 0.058% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 16,735 | $343K | 0.0% | +7.5% | 0.041% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 219,472 | $4.50M | 0.0% | -4.6% | 0.535% | |
| 7/31/2025 | Brian Low Financial Group LLC | 95,371 | $1.96M | 1.8% | N/A | 0.232% | |
| 7/31/2025 | BIP Wealth LLC | 21,800 | $447K | 0.0% | -11.0% | 0.053% | |
| 7/31/2025 | GLOBALT Investments LLC GA | 32,079 | $658K | 0.0% | -10.3% | 0.078% | |
| 7/30/2025 | Parcion Private Wealth LLC | 63,232 | $1.30M | 0.1% | -1.6% | 0.154% | |
| 7/30/2025 | Drive Wealth Management LLC | 29,168 | $598K | 0.1% | +3.4% | 0.071% | |
| 7/29/2025 | Stephens Inc. AR | 19,800 | $406K | 0.0% | +8.8% | 0.048% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 43,934 | $901K | 0.0% | +8.4% | 0.107% | |
| 7/28/2025 | Nestegg Advisors Inc. | 55,957 | $1.15M | 1.1% | +1.6% | 0.136% | |
| 7/28/2025 | Mutual Advisors LLC | 19,440 | $409K | 0.0% | -29.3% | 0.047% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 25,741 | $528K | 0.1% | -1.9% | 0.063% | |
| 7/23/2025 | Eagle Strategies LLC | 44,024 | $902K | 0.1% | -13.3% | 0.107% | |
| 7/23/2025 | H&H Retirement Design & Management INC | 79,778 | $1.65M | 0.9% | +8.9% | 0.194% | |
| 7/23/2025 | Morton Capital Management LLC CA | 256,253 | $5.25M | 0.9% | -2.2% | 0.624% | |
| 7/22/2025 | Accel Wealth Management | 73,810 | $1.51M | 0.5% | -20.4% | 0.180% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 9,820 | $201K | 0.0% | N/A | 0.024% | |
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| 7/18/2025 | Institute for Wealth Management LLC. | 50,237 | $1.03M | 0.1% | -2.4% | 0.122% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 16,447 | $337K | 0.0% | +28.4% | 0.040% | |
| 7/15/2025 | BCS Wealth Management | 27,545 | $565K | 0.1% | -3.4% | 0.067% | |
| 7/14/2025 | Southland Equity Partners LLC | 55,478 | $1.14M | 0.2% | -1.6% | 0.135% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,424 | $29K | 0.0% | N/A | 0.003% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 343,747 | $7.17M | 0.0% | -5.5% | 0.834% | |
| 7/10/2025 | Focus Financial Network Inc. | 227,498 | $4.66M | 0.2% | +0.5% | 0.552% | |
| 7/9/2025 | Breakwater Capital Group | 40,011 | $820K | 0.1% | -2.2% | 0.097% | |
| 5/19/2025 | Jane Street Group LLC | 11,992 | $229K | 0.0% | N/A | 0.028% | |
| 5/16/2025 | AAF Wealth Management LLC | 83,378 | $1.59M | 0.9% | -10.6% | 0.198% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 10,074 | $192K | 0.0% | N/A | 0.024% | |
| 5/16/2025 | Jones Financial Companies Lllp | 30,697 | $585K | 0.0% | -87.6% | 0.073% | |
| 5/15/2025 | Royal Bank of Canada | 262,597 | $5.01M | 0.0% | -2.5% | 0.623% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 253,666 | $4.84M | 0.0% | -0.6% | 0.602% | |
| 5/14/2025 | Flow Traders U.S. LLC | 181,048 | $3.45M | 0.1% | N/A | 0.430% | |
| 5/14/2025 | Capital Analysts LLC | 42,712 | $814K | 0.0% | +80.1% | 0.101% | |
| 5/14/2025 | Legacy Financial Advisors Inc. | 37,547 | $716K | 0.1% | -19.6% | 0.089% | |
| 5/13/2025 | Raymond James Financial Inc. | 193,304 | $3.69M | 0.0% | -37.8% | 0.459% | |
| 5/13/2025 | HighTower Advisors LLC | 191,121 | $3.65M | 0.0% | +0.9% | 0.454% | |
| 5/12/2025 | Aveo Capital Partners LLC | 10,241 | $202K | 0.0% | -68.7% | 0.024% | |
| 5/12/2025 | Townsquare Capital LLC | 28,208 | $538K | 0.0% | -5.7% | 0.067% | |
| 5/12/2025 | Founders Financial Alliance LLC | 9,598 | $183K | 0.0% | -6.5% | 0.023% | |
| 5/9/2025 | WealthShield Partners LLC | 41,090 | $784K | 0.1% | +4.8% | 0.098% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 10,386 | $198K | 0.0% | N/A | 0.025% | |
| 5/9/2025 | Cheviot Value Management LLC | 126,126 | $2.48M | 0.3% | +48.3% | 0.299% | |
| 5/8/2025 | US Bancorp DE | 2,696 | $51K | 0.0% | N/A | 0.006% | |
| 5/8/2025 | Alexander Randolph Advisory Inc. | 25,245 | $481K | 0.5% | +3.4% | 0.060% | |
| 5/7/2025 | LPL Financial LLC | 1,223,606 | $23.33M | 0.0% | -32.5% | 2.918% | |
| 5/7/2025 | GLOBALT Investments LLC GA | 35,761 | $682K | 0.0% | -9.9% | 0.085% | |
| 5/7/2025 | Brandywine Oak Private Wealth LLC | 69,911 | $1.33M | 0.1% | -7.4% | 0.167% | |
| 5/7/2025 | Drive Wealth Management LLC | 28,208 | $538K | 0.1% | -5.7% | 0.067% | |
| 5/6/2025 | Cetera Investment Advisers | 120,669 | $2.30M | 0.0% | -1.2% | 0.286% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 39,674 | $757K | 0.0% | -20.2% | 0.094% | |
| 5/6/2025 | Flynn Zito Capital Management LLC | 21,721 | $414K | 0.2% | -7.8% | 0.052% | |
| 5/5/2025 | Calton & Associates Inc. | 28,322 | $540K | 0.1% | +147.9% | 0.067% | |
| 5/5/2025 | Private Advisor Group LLC | 54,765 | $1.04M | 0.0% | -5.5% | 0.130% | |
| 5/2/2025 | Parcion Private Wealth LLC | 64,270 | $1.23M | 0.1% | -2.7% | 0.152% | |
| 5/2/2025 | Kaye Capital Management | 1,080,470 | $20.61M | 8.4% | +7.0% | 2.560% | |
| 5/2/2025 | Sigma Planning Corp | 11,609 | $221K | 0.0% | -14.4% | 0.028% | |
| 5/1/2025 | Stephens Inc. AR | 18,201 | $347K | 0.0% | +34.7% | 0.043% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 40,524 | $773K | 0.0% | -20.2% | 0.096% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 34,389 | $656K | 0.2% | -32.1% | 0.081% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 230,155 | $4.39M | 0.0% | -10.4% | 0.545% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 12,563 | $240K | 0.0% | -4.9% | 0.030% | |
| 4/29/2025 | Aurora Private Wealth Inc. | 37,169 | $709K | 0.2% | N/A | 0.088% | |
| 4/28/2025 | First Horizon Advisors Inc. | 36,683 | $700K | 0.0% | -78.0% | 0.087% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 12,210 | $235K | 0.1% | N/A | 0.029% | |
| 4/23/2025 | SFG Wealth Management LLC. | 31,796 | $606K | 0.3% | N/A | 0.075% | |
| 4/23/2025 | Aurora Private Wealth Inc. | 37,169 | $709K | 0.0% | N/A | 0.087% | |
| 4/23/2025 | Eagle Strategies LLC | 50,788 | $969K | 0.2% | -4.0% | 0.119% | |
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| 4/23/2025 | Continuum Advisory LLC | 62,881 | $1.20M | 0.2% | -6.8% | 0.148% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 230,445 | $4.40M | 0.0% | +2.6% | 0.542% | |
| 4/22/2025 | H&H Retirement Design & Management INC | 73,263 | $1.39M | 0.9% | -1.3% | 0.172% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 12,812 | $244K | 0.0% | -8.8% | 0.030% | |
| 4/17/2025 | Morton Capital Management LLC CA | 262,123 | $5.00M | 1.0% | -0.4% | 0.617% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 363,582 | $6.93M | 0.0% | +22.8% | 0.855% | |
| 4/15/2025 | Focus Financial Network Inc. | 226,313 | $4.32M | 0.2% | +0.5% | 0.532% | |
| 4/15/2025 | GAMMA Investing LLC | 1,792 | $34K | 0.0% | N/A | 0.004% | |
| 4/14/2025 | Capital Investment Advisors LLC | 58,474 | $1.12M | 0.0% | +1.6% | 0.138% | |
| 4/14/2025 | BCS Wealth Management | 28,506 | $544K | 0.1% | -11.2% | 0.067% | |
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