| 2/25/2025 | Heck Capital Advisors LLC | 286,531 | $8.12M | 0.5% | N/A | 3.065% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 358,536 | $10.15M | 0.7% | +2.9% | 3.835% | |
| 2/18/2025 | Novem Group | 136,927 | $3.88M | 0.6% | N/A | 1.464% | |
| 2/17/2025 | True Wealth Design LLC | 10,523 | $298K | 0.1% | -18.6% | 0.113% | |
| 2/17/2025 | Bank of America Corp DE | 18,562 | $526K | 0.0% | -32.1% | 0.199% | |
| 2/14/2025 | Jane Street Group LLC | 64,150 | $1.82M | 0.0% | -77.4% | 0.686% | |
| 2/14/2025 | Stifel Financial Corp | 80,103 | $2.27M | 0.0% | +5.1% | 0.857% | |
| 2/14/2025 | BOS Asset Management LLC | 230,879 | $6.54M | 2.3% | +17.2% | 2.469% | |
| 2/13/2025 | Legacy Financial Advisors Inc. | 35,327 | $1M | 0.2% | +3.0% | 0.378% | |
| 2/13/2025 | Raymond James Financial Inc. | 232,914 | $6.60M | 0.0% | N/A | 2.491% | |
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| 2/13/2025 | Envestnet Asset Management Inc. | 62,659 | $1.78M | 0.0% | -6.4% | 0.670% | |
| 2/12/2025 | JPMorgan Chase & Co. | 35,159 | $996K | 0.0% | -16.1% | 0.376% | |
| 2/11/2025 | Cedar Wealth Management LLC | 786,750 | $22.28M | 8.1% | -0.1% | 8.414% | |
| 2/11/2025 | LPL Financial LLC | 1,028,063 | $29.12M | 0.0% | -17.6% | 10.995% | |
| 2/10/2025 | Valued Retirements Inc. | 16,812 | $476K | 0.6% | +8.3% | 0.180% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 42,757 | $1.21M | 0.1% | +16.9% | 0.457% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 60,210 | $1.71M | 0.0% | +25.8% | 0.644% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 231,916 | $6.57M | 0.0% | +2.4% | 2.480% | |
| 2/7/2025 | HighTower Advisors LLC | 11,791 | $334K | 0.0% | +4.2% | 0.126% | |
| 2/7/2025 | New Insight Wealth Advisors | 15,945 | $452K | 0.2% | +31.1% | 0.171% | |
| 2/6/2025 | Raymond James Financial Inc. | 232,914 | $6.60M | 0.0% | N/A | 2.491% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 4,895 | $139K | 0.0% | N/A | 0.052% | |
| 2/6/2025 | Interactive Financial Advisors Inc. | 44,697 | $1.27M | 0.7% | +9.2% | 0.478% | |
| 2/6/2025 | Jones Financial Companies Lllp | 8,726 | $247K | 0.0% | +116.2% | 0.093% | |
| 2/5/2025 | WT Wealth Management | 44,125 | $1.25M | 0.4% | -2.2% | 0.472% | |
| 2/3/2025 | Private Advisor Group LLC | 12,968 | $367K | 0.0% | +14.6% | 0.139% | |
| 2/3/2025 | Financial Perspectives Inc | 1,342 | $38K | 0.0% | N/A | 0.014% | |
| 1/31/2025 | Truist Financial Corp | 52,300 | $1.48M | 0.0% | -1.7% | 0.559% | |
| 1/30/2025 | Opes Wealth Management LLC | 142,536 | $4.04M | 0.8% | +4.1% | 1.524% | |
| 1/30/2025 | Centerpoint Advisory Group | 7,700 | $218K | 0.2% | N/A | 0.082% | |
| 1/29/2025 | Leavell Investment Management Inc. | 26,935 | $763K | 0.0% | -26.4% | 0.288% | |
| 1/28/2025 | Chaney Capital Management Inc. | 242,672 | $6.87M | 3.3% | +28.2% | 2.595% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 99,046 | $2.81M | 0.0% | N/A | 1.059% | |
| 1/23/2025 | Heck Capital Advisors LLC | 286,531 | $8.12M | 0.6% | N/A | 3.065% | |
| 1/23/2025 | McKinley Carter Wealth Services Inc. | 34,930 | $989K | 0.1% | +4.7% | 0.374% | |
| 1/23/2025 | NorthStar Asset Management LLC NJ | 22,584 | $640K | 0.2% | +9.4% | 0.242% | |
| 1/22/2025 | Falcon Wealth Planning | 89,272 | $2.53M | 0.3% | +77.1% | 0.955% | |
| 1/21/2025 | Flagship Harbor Advisors LLC | 8,051 | $228K | 0.0% | N/A | 0.086% | |
| 1/21/2025 | Cornerstone Wealth Management LLC | 150,139 | $4.25M | 0.3% | +2.4% | 1.606% | |
| 1/17/2025 | Octavia Wealth Advisors LLC | 26,725 | $757K | 0.1% | +8.4% | 0.286% | |
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| 1/15/2025 | Merit Financial Group LLC | 119,161 | $3.38M | 0.1% | +13.4% | 1.274% | |
| 1/14/2025 | KWB Wealth | 413,904 | $11.72M | 1.4% | -2.2% | 4.427% | |
| 1/14/2025 | Breakwater Capital Group | 74,956 | $2.12M | 0.4% | -6.2% | 0.802% | |
| 1/3/2025 | Dentgroup LLC | 19,044 | $539K | 0.4% | -21.1% | 0.204% | |
| 12/26/2024 | JPMorgan Chase & Co. | 41,924 | $1.33M | 0.0% | +97.7% | 0.448% | |
| 11/15/2024 | Valued Retirements Inc. | 15,528 | $493K | 0.7% | N/A | 0.166% | |
| 11/15/2024 | MML Investors Services LLC | 55,184 | $1.75M | 0.0% | -10.8% | 0.590% | |
| 11/15/2024 | Jane Street Group LLC | 283,542 | $9.01M | 0.0% | +84.4% | 3.033% | |
| 11/15/2024 | Stifel Financial Corp | 76,195 | $2.42M | 0.0% | +17.2% | 0.815% | |
| 11/15/2024 | True Wealth Design LLC | 12,932 | $411K | 0.2% | -32.6% | 0.138% | |
| 11/13/2024 | FMR LLC | 1,799 | $57K | 0.0% | +113.2% | 0.019% | |
| 11/12/2024 | CFS Investment Advisory Services LLC | 7,209 | $229K | 0.0% | N/A | 0.077% | |
| 11/8/2024 | Cedar Wealth Management LLC | 787,543 | $25.01M | 7.8% | +0.3% | 8.423% | |
| 11/7/2024 | MAI Capital Management | 42,685 | $1.36M | 0.0% | -30.2% | 0.457% | |
| 11/4/2024 | 1900 Wealth Management LLC | 54,817 | $1.68M | 0.2% | +2.0% | 0.586% | |
| 11/1/2024 | Leavell Investment Management Inc. | 36,610 | $1.16M | 0.1% | +49.9% | 0.392% | |
| 10/30/2024 | Falcon Wealth Planning | 50,410 | $1.60M | 0.2% | N/A | 0.539% | |
| 10/30/2024 | Chaney Capital Management Inc. | 189,353 | $6.01M | 3.4% | +131.1% | 2.025% | |
| 10/29/2024 | Opes Wealth Management LLC | 136,901 | $4.35M | 0.8% | -0.2% | 1.464% | |
| 10/29/2024 | Fullcircle Wealth LLC | 33,891 | $1.05M | 0.5% | +3.9% | 0.362% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 36,566 | $1.16M | 0.1% | +6.8% | 0.391% | |
| 10/25/2024 | Edge Financial Advisors LLC | 9,404 | $299K | 0.3% | N/A | 0.101% | |
| 10/24/2024 | Capital Advisors Ltd. LLC | 2,568 | $82K | 0.0% | -17.3% | 0.027% | |
| 10/22/2024 | Private Advisor Group LLC | 11,317 | $359K | 0.0% | +5.6% | 0.121% | |
| 10/22/2024 | WT Wealth Management | 45,110 | $1.41M | 0.3% | +4.4% | 0.482% | |
| 10/18/2024 | Raymond James & Associates | 204,098 | $6.48M | 0.0% | +1.5% | 2.183% | |
| 10/17/2024 | OmniStar Financial Group Inc. | 21,645 | $690K | 0.5% | +9.9% | 0.231% | |
| 10/16/2024 | Cornerstone Wealth Management LLC | 146,664 | $4.66M | 0.3% | +4.0% | 1.569% | |
| 10/16/2024 | BOS Asset Management LLC | 196,912 | $6.25M | 2.3% | +10.8% | 2.106% | |
| 10/10/2024 | Octavia Wealth Advisors LLC | 24,649 | $783K | 0.1% | -1.8% | 0.264% | |
| 10/7/2024 | KWB Wealth | 423,255 | $12.88M | 1.7% | N/A | 4.527% | |
| 10/2/2024 | Dentgroup LLC | 24,132 | $766K | 0.6% | N/A | 0.258% | |
| 8/22/2024 | Cetera Investment Advisers | 73,854 | $2.25M | 0.0% | +40.4% | 0.790% | |
| 8/21/2024 | Truist Financial Corp | 53,224 | $1.62M | 0.0% | -1.8% | 0.569% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 258,810 | $7.87M | 0.0% | +2,774.1% | 2.768% | |
| 8/13/2024 | Legacy Financial Advisors Inc. | 31,086 | $946K | 0.2% | N/A | 0.332% | |
| 8/13/2024 | Cedar Wealth Management LLC | 785,576 | $23.90M | 7.8% | +0.5% | 8.402% | |
| 8/12/2024 | WCG Wealth Advisors LLC | 369,902 | $11.25M | 0.8% | +4.7% | 3.956% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 66,008 | $2.01M | 0.0% | +3.8% | 0.706% | |
| 8/8/2024 | LPL Financial LLC | 1,216,075 | $36.99M | 0.0% | +8.6% | 13.006% | |
| 8/6/2024 | Opes Wealth Management LLC | 137,243 | $4.18M | 0.9% | -1.7% | 1.468% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 12,347 | $376K | 0.0% | +3.5% | 0.132% | |
| 7/30/2024 | BOS Asset Management LLC | 177,727 | $5.41M | 2.5% | +19.9% | 1.901% | |
| 7/30/2024 | International Assets Investment Management LLC | 1,435 | $44K | 0.0% | N/A | 0.015% | |
| 7/27/2024 | OmniStar Financial Group Inc. | 19,701 | $599K | 0.5% | N/A | 0.211% | |
| 7/26/2024 | 1900 Wealth Management LLC | 53,726 | $1.63M | 0.2% | -2.0% | 0.575% | |
| 7/26/2024 | Breakwater Capital Group | 77,670 | $2.36M | 0.5% | +15.3% | 0.831% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 46,095 | $1.40M | 0.0% | +350.9% | 0.493% | |
| 7/25/2024 | Fullcircle Wealth LLC | 32,615 | $983K | 0.4% | N/A | 0.349% | |
| 7/19/2024 | Raymond James & Associates | 201,016 | $6.12M | 0.0% | +1.6% | 2.150% | |
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| 7/18/2024 | Chaney Capital Management Inc. | 81,943 | $2.49M | 1.7% | N/A | 0.876% | |
| 7/16/2024 | Cornerstone Wealth Management LLC | 140,979 | $4.29M | 0.3% | +2.3% | 1.508% | |
| 7/15/2024 | Fifth Third Securities Inc. | 9,530 | $290K | 0.0% | +9.0% | 0.102% | |
| 5/24/2024 | Cetera Advisors LLC | 13,762 | $422K | 0.0% | N/A | 0.147% | |
| 5/24/2024 | Cetera Investment Advisers | 52,595 | $1.61M | 0.0% | N/A | 0.563% | |
| 5/13/2024 | Cedar Wealth Management LLC | 781,521 | $23.97M | 7.9% | +3.5% | 8.359% | |
| 5/9/2024 | New Insight Wealth Advisors | 8,505 | $261K | 0.2% | N/A | 0.092% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 188,201 | $5.77M | 0.1% | +14.9% | 2.035% | |
| 5/7/2024 | BOS Asset Management LLC | 148,224 | $4.55M | 2.4% | N/A | 1.602% | |
| 4/30/2024 | Private Advisor Group LLC | 16,075 | $493K | 0.0% | -4.0% | 0.174% | |
