| 7/16/2025 | TCI Wealth Advisors Inc. | 10,594 | $104K | 0.0% | N/A | 0.003% | |
| 7/16/2025 | Owen LaRue LLC | 359,822 | $3.52M | 1.5% | +46.5% | 0.097% | |
| 7/15/2025 | Shulman DeMeo Asset Management LLC | 104,625 | $1.02M | 0.3% | -1.6% | 0.028% | |
| 7/15/2025 | Kentucky Trust Co | 653,751 | $6.40M | 3.7% | +1.6% | 0.177% | |
| 7/15/2025 | Accurate Wealth Management LLC | 21,689 | $210K | 0.0% | -6.2% | 0.006% | |
| 7/15/2025 | Main Street Group LTD | 17,068 | $167K | 0.1% | -21.1% | 0.005% | |
| 7/15/2025 | Bay Capital Advisors LLC | 11,400 | $112K | 0.1% | -9.5% | 0.003% | |
| 7/15/2025 | GSB Wealth Management LLC | 270,974 | $2.65M | 0.6% | -1.0% | 0.073% | |
| 7/14/2025 | Gries Financial LLC | 14,696 | $144K | 0.0% | -7.0% | 0.004% | |
| 7/11/2025 | Farther Finance Advisors LLC | 32,434 | $318K | 0.0% | +4.0% | 0.009% | |
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| 7/11/2025 | Silver Oak Securities Incorporated | 21,417 | $210K | 0.0% | +12.9% | 0.006% | |
| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 6,488 | $64K | 0.0% | N/A | 0.002% | |
| 7/10/2025 | Contravisory Investment Management Inc. | 62,500 | $612K | 0.1% | -30.9% | 0.017% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 61,688 | $603K | 0.0% | -9.8% | 0.017% | |
| 7/10/2025 | American Financial Advisors LLC | 549,861 | $5.38M | 0.8% | -8.6% | 0.149% | |
| 6/2/2025 | Modern Wealth Management LLC | 14,699 | $145K | 0.0% | -10.3% | 0.004% | |
| 5/27/2025 | Jacobi Capital Management LLC | 30,671 | $303K | 0.0% | +42.6% | 0.008% | |
| 5/20/2025 | Integrity Alliance LLC. | 15,248 | $151K | 0.0% | N/A | 0.004% | |
| 5/19/2025 | Smith Asset Management Co. LLC | 423,516 | $4.19M | 3.9% | N/A | 0.114% | |
| 5/16/2025 | National Wealth Management Group LLC | 20,596 | $204K | 0.1% | N/A | 0.006% | |
| 5/15/2025 | GW Henssler & Associates Ltd. | 17,235 | $170K | 0.0% | N/A | 0.005% | |
| 5/15/2025 | Royal Bank of Canada | 2,538,820 | $25.11M | 0.0% | +19.6% | 0.686% | |
| 5/15/2025 | Calton & Associates Inc. | 20,985 | $208K | 0.0% | N/A | 0.006% | |
| 5/15/2025 | Baird Financial Group Inc. | 1,648,916 | $16.31M | 0.0% | +4.9% | 0.446% | |
| 5/15/2025 | Tortoise Investment Management LLC | 62,569 | $619K | 0.1% | +1.8% | 0.017% | |
| 5/14/2025 | CreativeOne Wealth LLC | 27,912 | $276K | 0.0% | +38.2% | 0.008% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 23,330 | $231K | 0.0% | N/A | 0.006% | |
| 5/14/2025 | Comerica Bank | 32,183 | $318K | 0.0% | +36.0% | 0.009% | |
| 5/14/2025 | Kestra Advisory Services LLC | 85,554 | $846K | 0.0% | -37.9% | 0.023% | |
| 5/14/2025 | MAS Advisors LLC | 59,917 | $593K | 0.9% | -19.5% | 0.016% | |
| 5/14/2025 | Monetary Management Group Inc. | 55,200 | $546K | 0.1% | -3.5% | 0.015% | |
| 5/13/2025 | Raymond James Financial Inc. | 913,204 | $9.03M | 0.0% | +4.1% | 0.247% | |
| 5/13/2025 | Cresset Asset Management LLC | 40,641 | $405K | 0.0% | -4.3% | 0.011% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 13,375 | $132K | 0.0% | N/A | 0.004% | |
| 5/13/2025 | HighTower Advisors LLC | 31,597 | $312K | 0.0% | -11.8% | 0.009% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 42,388 | $419K | 0.0% | -9.0% | 0.011% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 29,456 | $283K | 0.0% | N/A | 0.008% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 88,945 | $881K | 0.0% | +8.5% | 0.024% | |
| 5/9/2025 | Bravias Capital Group LLC | 22,228 | $220K | 0.2% | -6.0% | 0.006% | |
| 5/9/2025 | Scotia Capital Inc. | 136,130 | $1.35M | 0.0% | +1.2% | 0.037% | |
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| 5/8/2025 | Harbour Investments Inc. | 55,047 | $544K | 0.0% | +90.3% | 0.015% | |
| 5/8/2025 | Sound View Wealth Advisors Group LLC | 230,459 | $2.28M | 0.2% | -13.4% | 0.062% | |
| 5/8/2025 | Mesirow Financial Investment Management Inc. | 17,753 | $176K | 0.0% | N/A | 0.005% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 882,284 | $8.73M | 0.7% | +83.2% | 0.238% | |
| 5/7/2025 | Indie Asset Partners LLC | 48,000 | $475K | 0.4% | -8.5% | 0.013% | |
| 5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 7,911 | $78K | 0.1% | N/A | 0.002% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 400,132 | $3.96M | 0.1% | +5.1% | 0.108% | |
| 5/7/2025 | LPL Financial LLC | 2,298,467 | $22.73M | 0.0% | +4.4% | 0.621% | |
| 5/7/2025 | Semus Wealth Partners LLC | 13,752 | $136K | 0.1% | -23.1% | 0.004% | |
| 5/7/2025 | HB Wealth Management LLC | 60,212 | $595K | 0.0% | +10.7% | 0.016% | |
| 5/6/2025 | Cetera Investment Advisers | 1,377,023 | $13.62M | 0.0% | +9.0% | 0.372% | |
| 5/6/2025 | Arlington Capital Management Inc. | 41,185 | $407K | 0.3% | -50.2% | 0.011% | |
| 5/6/2025 | Lifeworks Advisors LLC | 16,534 | $164K | 0.0% | +10.1% | 0.004% | |
| 5/6/2025 | Kovack Advisors Inc. | 52,405 | $518K | 0.1% | +4.1% | 0.014% | |
| 5/6/2025 | Choreo LLC | 19,763 | $197K | 0.0% | N/A | 0.005% | |
| 5/5/2025 | Gries Financial LLC | 15,806 | $156K | 0.0% | N/A | 0.004% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 191,133 | $1.89M | 0.1% | -75.1% | 0.052% | |
| 5/5/2025 | IFP Advisors Inc | 5,931 | $59K | 0.0% | +25.6% | 0.002% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 35,327 | $349K | 0.0% | -3.9% | 0.010% | |
| 5/5/2025 | Private Advisor Group LLC | 117,136 | $1.16M | 0.0% | +5.6% | 0.032% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 112,707 | $1.12M | 0.0% | N/A | 0.030% | |
| 5/2/2025 | Apollon Wealth Management LLC | 795,165 | $7.86M | 0.2% | -8.1% | 0.215% | |
| 5/2/2025 | Sigma Planning Corp | 64,075 | $634K | 0.0% | +13.1% | 0.017% | |
| 5/1/2025 | CWM LLC | 28,254 | $279K | 0.0% | +16.7% | 0.008% | |
| 5/1/2025 | American Financial Advisors LLC | 601,428 | $5.95M | 0.9% | -2.7% | 0.163% | |
| 4/30/2025 | Cerity Partners LLC | 54,187 | $536K | 0.0% | +2.1% | 0.015% | |
| 4/30/2025 | Allworth Financial LP | 30,511 | $291K | 0.0% | +103.8% | 0.008% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 246,046 | $2.43M | 0.1% | +2.1% | 0.066% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 87,665 | $867K | 0.0% | -9.6% | 0.024% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 120,527 | $1.19M | 0.0% | -19.4% | 0.033% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 38,623 | $382K | 0.0% | +9.7% | 0.010% | |
| 4/28/2025 | D.A. Davidson & CO. | 169,060 | $1.67M | 0.0% | +3.8% | 0.046% | |
| 4/28/2025 | Private Trust Co. NA | 3,500 | $35K | 0.0% | N/A | 0.001% | |
| 4/28/2025 | DAVENPORT & Co LLC | 122,901 | $1.22M | 0.0% | -2.5% | 0.033% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 67,392 | $667K | 0.1% | -8.8% | 0.018% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 97,512 | $964K | 0.1% | -21.7% | 0.026% | |
| 4/25/2025 | Bay Capital Advisors LLC | 12,600 | $125K | 0.1% | -12.7% | 0.003% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 13,666 | $135K | 0.0% | -20.9% | 0.004% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 13,899 | $137K | 0.0% | N/A | 0.004% | |
| 4/23/2025 | Golden State Wealth Management LLC | 8,000 | $79K | 0.0% | +100.0% | 0.002% | |
| 4/23/2025 | Global Assets Advisory LLC | 10,749 | $101K | 0.0% | N/A | 0.003% | |
| 4/22/2025 | Veridan Wealth LLC | 22,076 | $218K | 0.1% | N/A | 0.006% | |
| 4/22/2025 | Hill Island Financial LLC | 11,192 | $111K | 0.0% | -8.7% | 0.003% | |
| 4/21/2025 | Kentucky Trust Co | 643,764 | $6.37M | 3.8% | +1.4% | 0.174% | |
| 4/21/2025 | Cherry Tree Wealth Management LLC | 26,755 | $265K | 0.1% | -62.5% | 0.007% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 1,230,048 | $12.20M | 1.9% | +1.5% | 0.332% | |
| 4/18/2025 | GSB Wealth Management LLC | 273,651 | $2.71M | 0.7% | -0.6% | 0.074% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 382,023 | $3.78M | 0.0% | +1.8% | 0.103% | |
| 4/16/2025 | CRA Financial Services LLC | 21,240 | $210K | 0.0% | -8.5% | 0.006% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 68,409 | $677K | 0.0% | +12.7% | 0.018% | |
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| 4/16/2025 | Kelly Financial Group LLC | 22,928 | $227K | 0.0% | +60.1% | 0.006% | |
| 4/15/2025 | Fifth Third Bancorp | 5,479 | $54K | 0.0% | -45.4% | 0.001% | |
| 4/15/2025 | Two West Capital Advisors LLC | 12,464 | $115K | 0.1% | N/A | 0.003% | |
| 4/14/2025 | Farther Finance Advisors LLC | 31,188 | $306K | 0.0% | +69.6% | 0.008% | |
| 4/11/2025 | Independence Bank of Kentucky | 10,566 | $104K | 0.0% | +196.3% | 0.003% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 93,329 | $923K | 0.1% | -7.1% | 0.025% | |
| 4/11/2025 | Fjell Capital LLC | 22,782 | $225K | 0.2% | -21.2% | 0.006% | |
| 4/10/2025 | Contravisory Investment Management Inc. | 90,500 | $895K | 0.2% | N/A | 0.024% | |
| 4/9/2025 | Capital Asset Advisory Services LLC | 10,494 | $103K | 0.0% | N/A | 0.003% | |
| 4/9/2025 | NBC Securities Inc. | 6,124 | $60K | 0.0% | +612,300.0% | 0.002% | |
