| 2/20/2025 | Revisor Wealth Management LLC | 40,510 | $1.09M | 1.0% | +45.2% | 0.184% | |
| 2/18/2025 | GTS Securities LLC | 9,211 | $240K | 0.0% | N/A | 0.042% | |
| 2/17/2025 | Redwood Financial Network Corp | 41,774 | $1.09M | 0.8% | +7.4% | 0.190% | |
| 2/17/2025 | Cetera Investment Advisers | 22,080 | $575K | 0.0% | -4.3% | 0.100% | |
| 2/17/2025 | Citadel Advisors LLC | 29,169 | $760K | 0.0% | N/A | 0.133% | |
| 2/17/2025 | Bank of America Corp DE | 1,405,269 | $36.62M | 0.0% | +8.1% | 6.388% | |
| 2/17/2025 | Ameriprise Financial Inc. | 5,170,903 | $134.74M | 0.0% | +32.4% | 23.504% | |
| 2/14/2025 | Jane Street Group LLC | 67,222 | $1.75M | 0.0% | -19.6% | 0.306% | |
| 2/14/2025 | Comerica Bank | 3,115 | $81K | 0.0% | -41.3% | 0.014% | |
| 2/14/2025 | MML Investors Services LLC | 70,815 | $1.85M | 0.0% | +124.8% | 0.322% | |
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| 2/13/2025 | Mariner LLC | 46,976 | $1.22M | 0.0% | -13.0% | 0.214% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 67,881 | $1.77M | 0.0% | +0.6% | 0.309% | |
| 2/13/2025 | Cerity Partners LLC | 558,869 | $14.56M | 0.0% | +30.8% | 2.540% | |
| 2/13/2025 | Waterloo Capital L.P. | 75,063 | $1.96M | 0.2% | -1.5% | 0.341% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 119,297 | $3.11M | 0.0% | +48.5% | 0.542% | |
| 2/12/2025 | Thoroughbred Financial Services LLC | 74,286 | $1.94M | 0.1% | +1.1% | 0.338% | |
| 2/12/2025 | WESCAP Management Group Inc. | 74,505 | $1.94M | 0.5% | -0.6% | 0.339% | |
| 2/12/2025 | O Shaughnessy Asset Management LLC | 3,688 | $96K | 0.0% | -12.4% | 0.017% | |
| 2/12/2025 | JPMorgan Chase & Co. | 146,297 | $3.81M | 0.0% | +5.9% | 0.665% | |
| 2/11/2025 | LPL Financial LLC | 1,145,527 | $29.85M | 0.0% | +11.3% | 5.207% | |
| 2/10/2025 | Eldridge Investment Advisors Inc. | 105,235 | $2.74M | 0.6% | N/A | 0.478% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 39,054 | $1.02M | 0.0% | +15.1% | 0.178% | |
| 2/10/2025 | Farther Finance Advisors LLC | 86,072 | $2.24M | 0.1% | +17.1% | 0.391% | |
| 2/7/2025 | HighTower Advisors LLC | 43,424 | $1.13M | 0.0% | -2.6% | 0.197% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 49,419 | $1.29M | 0.0% | -7.1% | 0.225% | |
| 2/5/2025 | Veridan Wealth LLC | 174,470 | $4.70M | 2.2% | N/A | 0.793% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 76,781 | $2.00M | 0.0% | -2.0% | 0.349% | |
| 2/5/2025 | Kovack Advisors Inc. | 56,798 | $1.48M | 0.1% | -4.3% | 0.258% | |
| 2/5/2025 | Flynn Zito Capital Management LLC | 631,349 | $16.45M | 7.7% | +5.0% | 2.870% | |
| 2/5/2025 | New York Life Investment Management LLC | 4,189,063 | $109.17M | 1.1% | +0.9% | 19.041% | |
| 2/4/2025 | MONECO Advisors LLC | 17,605 | $459K | 0.0% | N/A | 0.080% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 198,361 | $5.17M | 0.1% | +4.8% | 0.902% | |
| 2/3/2025 | Private Advisor Group LLC | 56,349 | $1.47M | 0.0% | +2.5% | 0.256% | |
| 1/31/2025 | Fortis Group Advisors LLC | 52,729 | $1.37M | 0.3% | +29.6% | 0.240% | |
| 1/31/2025 | D.A. Davidson & CO. | 26,077 | $680K | 0.0% | -5.3% | 0.119% | |
| 1/31/2025 | Sanctuary Advisors LLC | 1,556,671 | $42.67M | 0.3% | +10.2% | 7.076% | |
| 1/30/2025 | Trademark Financial Management LLC | 19,260 | $502K | 0.4% | -2.2% | 0.088% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 257,385 | $6.71M | 0.3% | +5.2% | 1.170% | |
| 1/29/2025 | GGM Financials LLC | 38,447 | $1.00M | 1.1% | +24.5% | 0.175% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 72,779 | $1.90M | 0.0% | +123.2% | 0.331% | |
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| 1/27/2025 | Insight Advisors LLC PA | 11,953 | $310K | 0.1% | -6.3% | 0.054% | |
| 1/21/2025 | Cornerstone Wealth Management LLC | 184,017 | $4.80M | 0.3% | +3.4% | 0.836% | |
| 1/17/2025 | Independent Wealth Network Inc. | 8,445 | $220K | 0.1% | N/A | 0.038% | |
| 1/17/2025 | Marino Stram & Associates LLC | 182,692 | $4.76M | 1.1% | +0.8% | 0.830% | |
| 1/14/2025 | Mason & Associates Inc | 431,778 | $11.25M | 2.6% | +8.4% | 1.963% | |
| 12/26/2024 | JPMorgan Chase & Co. | 138,189 | $3.82M | 0.0% | -0.4% | 0.628% | |
| 11/25/2024 | Sanctuary Advisors LLC | 1,412,425 | $37.47M | 0.2% | +6,635.1% | 6.420% | |
| 11/15/2024 | MML Investors Services LLC | 31,495 | $871K | 0.0% | +3.9% | 0.143% | |
| 11/15/2024 | Jane Street Group LLC | 83,573 | $2.31M | 0.0% | +497.3% | 0.380% | |
| 11/15/2024 | HighTower Advisors LLC | 44,595 | $1.23M | 0.0% | -1.2% | 0.203% | |
| 11/13/2024 | FMR LLC | 3,999 | $111K | 0.0% | +349.8% | 0.018% | |
| 11/13/2024 | D.A. Davidson & CO. | 27,534 | $761K | 0.0% | +45.4% | 0.125% | |
| 11/13/2024 | Prosperity Financial Group Inc. | 32,430 | $896K | 0.5% | N/A | 0.147% | |
| 11/12/2024 | Cerity Partners LLC | 427,173 | $11.81M | 0.0% | +27.0% | 1.942% | |
| 11/12/2024 | Covenant Asset Management LLC | 8,967 | $248K | 0.0% | +5.2% | 0.041% | |
| 11/6/2024 | Oppenheimer & Co. Inc. | 78,349 | $2.17M | 0.0% | +17.3% | 0.356% | |
| 11/5/2024 | Systelligence LLC | 208,064 | $5.75M | 1.4% | N/A | 0.946% | |
| 11/1/2024 | Aspire Wealth Management Corp | 224,755 | $6.21M | 3.3% | +23.2% | 1.022% | |
| 10/31/2024 | GGM Financials LLC | 30,883 | $854K | 0.7% | +4.3% | 0.140% | |
| 10/31/2024 | Trademark Financial Management LLC | 19,703 | $545K | 0.4% | -27.0% | 0.090% | |
| 10/31/2024 | Concurrent Investment Advisors LLC | 189,358 | $5.23M | 0.2% | +2.0% | 0.861% | |
| 10/29/2024 | Farther Finance Advisors LLC | 73,513 | $2.03M | 0.1% | N/A | 0.334% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 244,611 | $6.76M | 0.3% | -1.0% | 1.112% | |
| 10/25/2024 | Lodestar Private Asset Management LLC | 19,367 | $535K | 0.1% | -27.2% | 0.088% | |
| 10/23/2024 | Mason & Associates Inc | 398,462 | $11.01M | 2.7% | +77.6% | 1.811% | |
| 10/22/2024 | Private Advisor Group LLC | 54,956 | $1.52M | 0.0% | -4.1% | 0.250% | |
| 10/21/2024 | Fortis Group Advisors LLC | 40,683 | $1.12M | 0.2% | +3.5% | 0.185% | |
| 10/21/2024 | Marino Stram & Associates LLC | 181,192 | $5.01M | 1.1% | +3.0% | 0.824% | |
| 10/16/2024 | Cornerstone Wealth Management LLC | 177,898 | $4.92M | 0.3% | +4.3% | 0.809% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 11,532 | $319K | 0.0% | +12.0% | 0.052% | |
| 8/12/2024 | Waterloo Capital L.P. | 83,535 | $2.23M | 0.3% | -17.8% | 0.380% | |
| 5/17/2024 | Comerica Bank | 5,684 | $153K | 0.0% | +18.2% | 0.026% | |
| 2/14/2024 | Waterloo Capital L.P. | 119,128 | $2.96M | 0.5% | N/A | 0.709% | |
| 11/14/2023 | Ancora Advisors LLC | 4,072 | $94K | 0.0% | N/A | 0.024% | |
| 7/31/2023 | Ten Capital Wealth Advisors LLC | 123,048 | $2.95M | 0.9% | -7.8% | 0.815% | |
| 7/28/2023 | Private Trust Co. NA | 1,044 | $25K | 0.0% | N/A | 0.007% | |
| 3/6/2023 | OLD Mission Capital LLC | 12,218 | $261K | 0.0% | -83.4% | 0.098% | |
| 2/10/2023 | Ten Capital Wealth Advisors LLC | 133,845 | $2.86M | 1.1% | -0.4% | 1.071% | |
| 11/15/2022 | Flow Traders U.S. LLC | 47,664 | $918K | 0.0% | +63.1% | 0.367% | |
| 11/14/2022 | OLD Mission Capital LLC | 73,721 | $1.42M | 0.0% | +150.1% | 0.567% | |
| 11/9/2022 | Ten Capital Wealth Advisors LLC | 134,422 | $2.59M | 1.2% | -11.4% | 1.034% | |
| 8/13/2022 | Flow Traders U.S. LLC | 29,231 | $610K | 0.0% | N/A | 0.261% | |
| 8/11/2022 | WESCAP Management Group Inc. | 87,627 | $1.83M | 0.6% | -3.3% | 0.782% | |
| 8/9/2022 | Ten Capital Wealth Advisors LLC | 151,641 | $3.17M | 1.4% | -7.2% | 1.354% | |
| 8/5/2022 | OLD Mission Capital LLC | 29,479 | $616K | 0.0% | N/A | 0.263% | |
| 5/12/2022 | Capstone Triton Financial Group LLC | 79,265 | $1.78M | 1.2% | N/A | 0.683% | |
| 5/9/2022 | Ten Capital Wealth Advisors LLC | 163,374 | $3.86M | 1.6% | -14.5% | 1.408% | |
| 1/28/2022 | Ten Capital Wealth Advisors LLC | 191,118 | $4.79M | 2.0% | -0.6% | 1.482% | |
| 11/17/2021 | Capstone Triton Financial Group LLC | 77,473 | $1.94M | 1.2% | +24.7% | 0.601% | |
| 11/12/2021 | Ten Capital Wealth Advisors LLC | 192,212 | $4.70M | 2.2% | +2.5% | 1.490% | |
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| 11/10/2021 | Magnolia Capital Advisors LLC | 20,894 | $510K | 0.2% | N/A | 0.162% | |
| 11/4/2021 | Advanced Research Investment Solutions LLC | 10,941 | $267K | 0.1% | N/A | 0.085% | |
| 8/12/2021 | Ten Capital Wealth Advisors LLC | 187,537 | $4.65M | 1.1% | +2.5% | 1.454% | |
| 8/9/2021 | Capstone Triton Financial Group LLC | 62,124 | $1.54M | 0.9% | +9.7% | 0.482% | |
| 8/2/2021 | WESCAP Management Group Inc. | 94,639 | $2.34M | 0.7% | -2.0% | 0.734% | |
| 5/18/2021 | Capstone Triton Financial Group LLC | 56,640 | $1.35M | 0.9% | +1.5% | 0.444% | |
| 5/17/2021 | Captrust Financial Advisors | 1,150 | $27K | 0.0% | N/A | 0.009% | |
| 5/17/2021 | Ameriprise Financial Inc. | 73,149 | $1.75M | 0.0% | -22.8% | 0.574% | |
| 5/13/2021 | Ten Capital Wealth Advisors LLC | 183,003 | $4.37M | 1.1% | +95.6% | 1.435% | |
| 5/7/2021 | WESCAP Management Group Inc. | 96,559 | $2.31M | 0.6% | +1.7% | 0.757% | |
