| 8/27/2025 | Stonebridge Wealth Management LLC | 34,907 | $2.11M | 2.0% | N/A | 0.354% | |
| 8/15/2025 | Tower Research Capital LLC TRC | 12,147 | $733K | 0.0% | +6.7% | 0.123% | |
| 8/15/2025 | MML Investors Services LLC | 40,004 | $2.42M | 0.0% | +18.4% | 0.406% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 9,997 | $604K | 0.0% | N/A | 0.101% | |
| 8/15/2025 | Bank of America Corp DE | 175,568 | $10.60M | 0.0% | +9.1% | 1.782% | |
| 8/14/2025 | Raymond James Financial Inc. | 88,764 | $5.36M | 0.0% | +45.0% | 0.901% | |
| 8/14/2025 | NewEdge Advisors LLC | 1,946 | $118K | 0.0% | +9.2% | 0.020% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 26,561 | $1.60M | 0.0% | N/A | 0.270% | |
| 8/13/2025 | Elevation Point Wealth Partners LLC | 409,425 | $24.72M | 1.9% | N/A | 4.157% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 2,991 | $181K | 0.0% | +232.3% | 0.030% | |
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| 8/11/2025 | Landaas & Co. WI ADV | 424,178 | $25.61M | 6.1% | +3.7% | 4.306% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 8,836 | $534K | 0.0% | -2.6% | 0.090% | |
| 8/8/2025 | Thoroughbred Financial Services LLC | 22,948 | $1.39M | 0.1% | N/A | 0.233% | |
| 8/8/2025 | Cetera Investment Advisers | 407,668 | $24.62M | 0.0% | +53.7% | 4.139% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 14,693 | $887K | 0.0% | -15.7% | 0.149% | |
| 8/8/2025 | D Orazio & Associates Inc. | 122,431 | $7.39M | 1.0% | +146.3% | 1.243% | |
| 8/6/2025 | Golden State Wealth Management LLC | 9,103 | $550K | 0.1% | +5.1% | 0.092% | |
| 8/5/2025 | Sigma Planning Corp | 15,097 | $912K | 0.0% | N/A | 0.153% | |
| 8/4/2025 | Saxony Capital Management LLC | 5,077 | $307K | 0.2% | N/A | 0.052% | |
| 8/4/2025 | Spire Wealth Management | 11,750 | $709K | 0.0% | +29.0% | 0.119% | |
| 8/1/2025 | GWN Securities Inc. | 5,610 | $339K | 0.1% | -13.0% | 0.058% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 53,576 | $3.24M | 0.0% | +17.9% | 0.549% | |
| 7/31/2025 | Leavell Investment Management Inc. | 6,775 | $409K | 0.0% | N/A | 0.069% | |
| 7/30/2025 | D.A. Davidson & CO. | 3,585 | $216K | 0.0% | N/A | 0.038% | |
| 7/30/2025 | Bogart Wealth LLC | 1,200 | $72K | 0.0% | +71.4% | 0.013% | |
| 7/29/2025 | Planned Solutions Inc. | 226,228 | $13.66M | 5.2% | N/A | 2.369% | |
| 7/28/2025 | WJ Wealth Management LLC | 96,682 | $5.84M | 1.8% | +1.0% | 1.012% | |
| 7/28/2025 | Harbour Investments Inc. | 6,105 | $369K | 0.0% | -79.9% | 0.064% | |
| 7/23/2025 | Lakeshore Capital Group Inc. | 5,951 | $359K | 0.3% | N/A | 0.065% | |
| 7/22/2025 | Valley National Advisers Inc. | 209,248 | $12.63M | 2.1% | +17.3% | 2.287% | |
| 7/17/2025 | Wagner Wealth Management LLC | 2,288 | $138K | 0.0% | N/A | 0.025% | |
| 7/15/2025 | EWG Elevate Inc. | 24,248 | $1.46M | 0.5% | -8.3% | 0.266% | |
| 7/14/2025 | Flagstar Advisors Inc. | 10,539 | $636K | 0.2% | -24.7% | 0.116% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 3,858 | $235K | 0.0% | N/A | 0.043% | |
| 7/7/2025 | Nova Wealth Management Inc. | 8,782 | $530K | 0.4% | +99.4% | 0.098% | |
| 7/1/2025 | Park National Corp OH | 282,623 | $17.07M | 0.6% | N/A | 4.156% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 15,736 | $803K | 0.0% | N/A | 0.190% | |
| 5/29/2025 | Nova Wealth Management Inc. | 4,405 | $225K | 0.2% | N/A | 0.056% | |
| 5/19/2025 | Jane Street Group LLC | 14,499 | $740K | 0.0% | +150.9% | 0.212% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 15,736 | $803K | 0.0% | N/A | 0.230% | |
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| 5/16/2025 | NewEdge Advisors LLC | 1,782 | $91K | 0.0% | +46.9% | 0.026% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 5,134 | $262K | 0.0% | N/A | 0.075% | |
| 5/14/2025 | CW Advisors LLC | 5,040 | $257K | 0.0% | N/A | 0.074% | |
| 5/13/2025 | Raymond James Financial Inc. | 61,202 | $3.12M | 0.0% | +285.1% | 0.893% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 5,219 | $266K | 0.0% | +4.4% | 0.076% | |
| 5/13/2025 | HighTower Advisors LLC | 167,904 | $8.57M | 0.0% | +11.6% | 2.451% | |
| 5/12/2025 | Flagship Wealth Advisors LLC | 7,500 | $383K | 0.2% | N/A | 0.109% | |
| 5/8/2025 | Harbour Investments Inc. | 30,309 | $1.55M | 0.0% | N/A | 0.442% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 17,435 | $890K | 0.0% | +5.4% | 0.255% | |
| 5/7/2025 | LPL Financial LLC | 314,271 | $16.03M | 0.0% | +126.9% | 4.588% | |
| 5/6/2025 | Assetmark Inc. | 35,771 | $1.83M | 0.0% | N/A | 0.522% | |
| 5/6/2025 | Cetera Investment Advisers | 265,265 | $13.53M | 0.0% | +60.2% | 3.872% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 53,785 | $2.74M | 0.0% | N/A | 0.821% | |
| 5/5/2025 | ARQ Wealth Advisors LLC | 209,457 | $10.69M | 4.0% | +22.2% | 3.198% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 9,069 | $463K | 0.0% | -58.9% | 0.138% | |
| 5/2/2025 | Larson Financial Group LLC | 7,850 | $400K | 0.0% | N/A | 0.120% | |
| 5/2/2025 | Landaas & Co. WI ADV | 409,098 | $20.87M | 5.8% | +13.4% | 6.246% | |
| 5/2/2025 | Bogart Wealth LLC | 700 | $36K | 0.0% | N/A | 0.011% | |
| 5/1/2025 | CWM LLC | 622 | $32K | 0.0% | N/A | 0.009% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 45,423 | $2.32M | 0.0% | -18.5% | 0.693% | |
| 4/29/2025 | Olde Wealth Management LLC | 102,656 | $5.24M | 1.8% | N/A | 1.567% | |
| 4/25/2025 | Valley National Advisers Inc. | 178,450 | $9.10M | 1.6% | +9.2% | 2.724% | |
| 4/25/2025 | WJ Wealth Management LLC | 95,760 | $4.89M | 1.7% | +5.1% | 1.462% | |
| 4/24/2025 | Golden State Wealth Management LLC | 8,658 | $442K | 0.1% | +219.5% | 0.132% | |
| 4/23/2025 | Golden State Wealth Management LLC | 17,312 | $883K | 0.1% | +538.8% | 0.264% | |
| 4/23/2025 | Spire Wealth Management | 9,111 | $465K | 0.0% | +5.9% | 0.139% | |
| 4/21/2025 | LongView Wealth Management | 18,951 | $967K | 0.3% | +303.2% | 0.289% | |
| 4/17/2025 | D Orazio & Associates Inc. | 49,710 | $2.54M | 0.4% | +61.0% | 0.759% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 14,018 | $715K | 0.0% | +61.1% | 0.214% | |
| 4/11/2025 | Disciplined Investments LLC | 16,766 | $855K | 0.4% | +15.1% | 0.275% | |
| 4/10/2025 | EWG Elevate Inc. | 26,454 | $1.35M | 0.5% | N/A | 0.434% | |
| 4/9/2025 | Flagstar Advisors Inc. | 13,987 | $714K | 0.2% | +32.9% | 0.229% | |
| 2/27/2025 | Landaas & Co. WI ADV | 360,725 | $20.29M | 5.6% | N/A | 6.114% | |
| 2/19/2025 | ARQ Wealth Advisors LLC | 171,343 | $9.64M | 3.7% | N/A | 0.000% | |
| 2/17/2025 | Cetera Investment Advisers | 165,536 | $9.31M | 0.0% | N/A | 0.000% | |
| 2/17/2025 | Citadel Advisors LLC | 40,451 | $2.28M | 0.0% | N/A | 0.000% | |
| 2/14/2025 | Jane Street Group LLC | 5,778 | $325K | 0.0% | N/A | 0.000% | |
| 2/14/2025 | GG Group Ventures LLC | 13,507 | $760K | 1.0% | N/A | 0.000% | |
| 2/14/2025 | Keyvantage Wealth LLC | 9,611 | $541K | 0.4% | N/A | 0.000% | |
| 2/14/2025 | Susquehanna International Group LLP | 32,916 | $1.85M | 0.0% | N/A | 0.000% | |
| 2/14/2025 | MML Investors Services LLC | 31,845 | $1.79M | 0.0% | N/A | 0.000% | |
| 2/13/2025 | NewEdge Advisors LLC | 1,213 | $68K | 0.0% | N/A | 0.000% | |
| 2/13/2025 | Kane Investment Management Inc. | 14,469 | $814K | 0.5% | N/A | 0.000% | |
| 2/13/2025 | LaSalle St. Investment Advisors LLC | 3,943 | $221K | 0.1% | N/A | 0.000% | |
| 2/13/2025 | Raymond James Financial Inc. | 15,894 | $894K | 0.0% | N/A | 0.000% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 55,741 | $3.14M | 0.0% | N/A | 0.000% | |
| 2/11/2025 | LPL Financial LLC | 138,487 | $7.79M | 0.0% | N/A | 0.000% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 125,229 | $7.04M | 0.0% | N/A | 0.000% | |
| 2/7/2025 | HighTower Advisors LLC | 150,458 | $8.46M | 0.0% | N/A | 0.000% | |
| 2/6/2025 | Raymond James Financial Inc. | 15,894 | $894K | 0.0% | N/A | 0.000% | |
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| 2/6/2025 | Disciplined Investments LLC | 14,566 | $819K | 0.4% | N/A | 0.000% | |
| 2/3/2025 | Flagstar Advisors Inc. | 10,521 | $592K | 0.1% | N/A | 0.000% | |
| 1/31/2025 | Global Retirement Partners LLC | 600 | $34K | 0.0% | N/A | 0.000% | |
| 1/30/2025 | Nations Financial Group Inc. IA ADV | 4,997 | $281K | 0.0% | N/A | 0.000% | |
| 1/28/2025 | D Orazio & Associates Inc. | 30,871 | $1.74M | 0.3% | N/A | 0.000% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 22,083 | $1.24M | 0.0% | N/A | 0.000% | |
| 1/28/2025 | Golden State Wealth Management LLC | 2,710 | $152K | 0.0% | N/A | 0.000% | |
| 1/27/2025 | Win Advisors Inc. | 7,649 | $430K | 0.2% | N/A | 0.000% | |
| 1/24/2025 | WJ Wealth Management LLC | 91,116 | $5.13M | 1.8% | N/A | 0.000% | |
| 1/24/2025 | Valley National Advisers Inc. | 163,355 | $9.19M | 1.6% | N/A | 0.000% | |
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