| 2/17/2025 | Cetera Investment Advisers | 177,353 | $3.93M | 0.0% | +40.1% | 2.487% | |
| 2/14/2025 | Jane Street Group LLC | 9,505 | $210K | 0.0% | N/A | 0.133% | |
| 2/14/2025 | Prosperity Consulting Group LLC | 12,212 | $270K | 0.0% | -16.3% | 0.171% | |
| 2/14/2025 | Empire Financial Management Company LLC | 150,249 | $3.33M | 1.0% | +6.2% | 2.107% | |
| 2/14/2025 | Harvest Investment Services LLC | 12,954 | $287K | 0.1% | +27.9% | 0.182% | |
| 2/14/2025 | IHT Wealth Management LLC | 43,284 | $958K | 0.0% | N/A | 0.607% | |
| 2/14/2025 | Trajan Wealth LLC | 22,325 | $494K | 0.0% | -10.8% | 0.313% | |
| 2/13/2025 | Synovus Financial Corp | 972,913 | $21.54M | 0.3% | -1.5% | 13.645% | |
| 2/13/2025 | Raymond James Financial Inc. | 729,302 | $16.14M | 0.0% | N/A | 10.229% | |
| 2/13/2025 | Certior Financial Group LLC | 28,078 | $622K | 0.5% | N/A | 0.394% | |
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| 2/13/2025 | Envestnet Asset Management Inc. | 100,157 | $2.22M | 0.0% | +152.2% | 1.405% | |
| 2/12/2025 | World Investment Advisors | 36,905 | $817K | 0.0% | -2.5% | 0.518% | |
| 2/12/2025 | OneAscent Financial Services LLC | 68,550 | $1.52M | 0.1% | N/A | 0.961% | |
| 2/12/2025 | OneAscent Wealth Management LLC | 25,012 | $554K | 0.2% | N/A | 0.351% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 400,390 | $8.86M | 0.0% | -7.9% | 5.616% | |
| 2/7/2025 | HighTower Advisors LLC | 363,966 | $8.06M | 0.0% | +8.1% | 5.105% | |
| 2/6/2025 | Raymond James Financial Inc. | 729,302 | $16.14M | 0.0% | N/A | 10.229% | |
| 2/6/2025 | Atria Investments Inc | 103,781 | $2.30M | 0.0% | N/A | 1.456% | |
| 2/5/2025 | Advisor OS LLC | 10,436 | $231K | 0.0% | -4.8% | 0.146% | |
| 2/4/2025 | Horizon Advisory Services Inc. | 1,161,235 | $25.70M | 14.7% | N/A | 16.287% | |
| 2/4/2025 | IFP Advisors Inc | 83,628 | $1.85M | 0.1% | -1.9% | 1.173% | |
| 2/4/2025 | MONECO Advisors LLC | 68,919 | $1.53M | 0.2% | N/A | 0.967% | |
| 1/31/2025 | 3EDGE Asset Management LP | 1,466,875 | $32.47M | 2.0% | +29.7% | 20.573% | |
| 1/31/2025 | Northcape Wealth Management LLC | 14,348 | $318K | 0.1% | N/A | 0.201% | |
| 1/31/2025 | Truist Financial Corp | 27,362 | $606K | 0.0% | -1.7% | 0.384% | |
| 1/31/2025 | Sanctuary Advisors LLC | 79,114 | $1.84M | 0.0% | +3.0% | 1.110% | |
| 1/30/2025 | Palumbo Wealth Management LLC | 11,495 | $254K | 0.1% | N/A | 0.161% | |
| 1/30/2025 | Vicus Capital | 13,138 | $291K | 0.0% | N/A | 0.184% | |
| 1/28/2025 | Platform Technology Partners | 53,804 | $1.19M | 0.4% | +25.9% | 0.755% | |
| 1/27/2025 | Nvwm LLC | 18,248 | $404K | 0.1% | N/A | 0.256% | |
| 1/27/2025 | Mather Group LLC. | 1,353 | $30K | 0.0% | +49.2% | 0.019% | |
| 1/24/2025 | Alliance Wealth Advisors LLC UT | 38,086 | $843K | 0.2% | +6.5% | 0.534% | |
| 1/23/2025 | Twelve Points Wealth Management LLC | 71,621 | $1.59M | 0.5% | +30.6% | 1.005% | |
| 1/21/2025 | Exchange Traded Concepts LLC | 54,238 | $1.20M | 0.0% | N/A | 0.761% | |
| 1/17/2025 | Fiduciary Family Office LLC | 1,053,741 | $23.33M | 6.9% | N/A | 14.779% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 442,197 | $9.79M | 0.0% | -2.1% | 6.202% | |
| 1/17/2025 | Advisory Alpha LLC | 15,323 | $339K | 0.0% | -5.3% | 0.215% | |
| 1/16/2025 | Sowa Financial Group Inc. | 205,374 | $4.55M | 2.8% | +156.0% | 2.880% | |
| 1/16/2025 | Harbor Investment Advisory LLC | 46,889 | $1.04M | 0.1% | +470.7% | 0.658% | |
| 1/16/2025 | Ellsworth Advisors LLC | 261,468 | $5.79M | 1.5% | +2.2% | 3.667% | |
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| 1/15/2025 | CGN Advisors LLC | 15,854 | $351K | 0.0% | +73.3% | 0.222% | |
| 1/15/2025 | Arkadios Wealth Advisors | 190,364 | $4.21M | 0.2% | +13.0% | 2.670% | |
| 1/15/2025 | Channel Wealth LLC | 87,402 | $1.94M | 0.6% | -48.7% | 1.226% | |
| 1/15/2025 | Inspirion Wealth Advisors LLC | 501,314 | $11.20M | 1.6% | +12.9% | 7.031% | |
| 1/14/2025 | Wallace Advisory Group LLC | 15,851 | $358K | 0.3% | -4.0% | 0.222% | |
| 1/13/2025 | Matrix Trust Co | 12,266 | $272K | 0.0% | +194.5% | 0.172% | |
| 11/25/2024 | Synovus Financial Corp | 987,250 | $22.32M | 0.3% | -0.2% | 13.846% | |
| 11/25/2024 | World Investment Advisors LLC | 37,845 | $855K | 0.0% | -38.4% | 0.531% | |
| 11/25/2024 | Sanctuary Advisors LLC | 76,776 | $1.76M | 0.0% | +42.4% | 1.077% | |
| 11/18/2024 | Empire Financial Management Company LLC | 141,456 | $3.20M | 1.0% | +1.4% | 1.984% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 114,522 | $2.59M | 0.1% | +16.5% | 1.606% | |
| 11/15/2024 | HighTower Advisors LLC | 336,789 | $7.62M | 0.0% | +316.9% | 4.724% | |
| 11/13/2024 | Townsquare Capital LLC | 150,772 | $3.41M | 0.0% | -0.8% | 2.115% | |
| 11/13/2024 | Independent Advisor Alliance | 14,439 | $326K | 0.0% | +9.4% | 0.203% | |
| 11/12/2024 | One Charles Private Wealth Services LLC | 133,050 | $3.01M | 1.1% | +0.9% | 1.866% | |
| 11/12/2024 | Cerity Partners LLC | 20,994 | $475K | 0.0% | N/A | 0.294% | |
| 11/5/2024 | Platform Technology Partners | 42,741 | $966K | 0.3% | +38.7% | 0.599% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 451,783 | $10.21M | 0.0% | -6.4% | 6.336% | |
| 10/25/2024 | Trajan Wealth LLC | 25,018 | $566K | 0.0% | -15.1% | 0.351% | |
| 10/24/2024 | Arkadios Wealth Advisors | 168,535 | $3.81M | 0.2% | +197.7% | 2.364% | |
| 10/18/2024 | Raymond James & Associates | 302,642 | $6.84M | 0.0% | +2.1% | 4.245% | |
| 10/16/2024 | New Harbor Financial Group LLC | 1,020,594 | $23.07M | 5.9% | +11.1% | 14.314% | |
| 10/16/2024 | Twelve Points Wealth Management LLC | 54,855 | $1.24M | 0.4% | N/A | 0.769% | |
| 10/10/2024 | Sowa Financial Group Inc. | 80,216 | $1.81M | 1.1% | +29.1% | 1.125% | |
| 10/9/2024 | Matrix Trust Co | 4,165 | $94K | 0.0% | +52.7% | 0.058% | |
| 10/5/2024 | Inspirion Wealth Advisors LLC | 444,087 | $10.04M | 1.4% | +11.8% | 6.228% | |
| 10/5/2024 | Harbor Investment Advisory LLC | 8,216 | $186K | 0.0% | N/A | 0.115% | |
| 9/5/2024 | Sanctuary Advisors LLC | 53,925 | $1.24M | 0.0% | N/A | 0.756% | |
| 8/21/2024 | Advisory Alpha LLC | 14,112 | $317K | 0.0% | N/A | 0.198% | |
| 8/16/2024 | Wallace Advisory Group LLC | 16,750 | $377K | 0.3% | N/A | 0.235% | |
| 8/14/2024 | Bank of Montreal Can | 40,600 | $930K | 0.0% | +116.9% | 0.569% | |
| 8/8/2024 | Prosperity Consulting Group LLC | 17,439 | $392K | 0.1% | N/A | 0.245% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 81,002 | $1.82M | 0.0% | +454.1% | 1.136% | |
| 8/6/2024 | Advisor OS LLC | 11,383 | $256K | 0.0% | -4.4% | 0.160% | |
| 8/5/2024 | Private Advisor Group LLC | 346,249 | $7.79M | 0.1% | +87.6% | 4.856% | |
| 8/2/2024 | New Harbor Financial Group LLC | 918,676 | $20.67M | 6.2% | +2.1% | 12.885% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 483,562 | $10.88M | 0.0% | +5.1% | 6.782% | |
| 7/30/2024 | International Assets Investment Management LLC | 4,090 | $92K | 0.0% | N/A | 0.057% | |
| 7/29/2024 | Sowa Financial Group Inc. | 62,142 | $1.40M | 1.1% | N/A | 0.872% | |
| 7/29/2024 | Arkadios Wealth Advisors | 56,607 | $1.27M | 0.1% | +27.5% | 0.794% | |
| 7/27/2024 | Trajan Wealth LLC | 29,471 | $663K | 0.0% | -14.9% | 0.413% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 105,493 | $2.37M | 0.0% | +267.2% | 1.480% | |
| 7/20/2024 | Continuum Advisory LLC | 1,824 | $41K | 0.0% | N/A | 0.026% | |
| 7/19/2024 | Raymond James & Associates | 296,312 | $6.67M | 0.0% | +1.6% | 4.156% | |
| 7/18/2024 | Portside Wealth Group LLC | 28,022 | $630K | 0.1% | N/A | 0.393% | |
| 7/18/2024 | Ellsworth Advisors LLC | 255,502 | $5.75M | 1.6% | +1.8% | 3.583% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 10,375 | $233K | 0.0% | N/A | 0.146% | |
| 7/13/2024 | Inspirion Wealth Advisors LLC | 397,380 | $8.94M | 1.4% | +10.5% | 5.573% | |
| 7/10/2024 | Matrix Trust Co | 2,728 | $61K | 0.0% | N/A | 0.038% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 79,659 | $1.76M | 0.0% | +272.2% | 1.220% | |
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| 5/1/2024 | New Harbor Financial Group LLC | 900,074 | $19.93M | 6.4% | +1.8% | 13.784% | |
| 4/30/2024 | Private Advisor Group LLC | 184,539 | $4.09M | 0.0% | +27.5% | 2.826% | |
| 4/30/2024 | Arkadios Wealth Advisors | 44,400 | $983K | 0.1% | +19.1% | 0.680% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 459,950 | $10.19M | 0.0% | -7.3% | 7.044% | |
| 4/26/2024 | SFG Wealth Management LLC. | 13,338 | $295K | 0.2% | N/A | 0.204% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 149,574 | $3.31M | 0.0% | -8.4% | 2.291% | |
| 4/22/2024 | Raymond James & Associates | 291,710 | $6.46M | 0.0% | +83.3% | 4.467% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 483,416 | $10.29M | 0.0% | +17.0% | 13.428% | |
| 8/8/2023 | Synovus Financial Corp | 436,439 | $9.29M | 0.1% | +222.3% | 12.123% | |
| 8/4/2023 | Sandy Spring Bank | 1,400 | $30K | 0.0% | N/A | 0.039% | |
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