| 2/19/2025 | Richmond Investment Services LLC | 71,361 | $3.16M | 1.8% | N/A | 0.487% | |
| 2/17/2025 | WBI Investments LLC | 35,968 | $1.59M | 0.4% | N/A | 0.246% | |
| 2/17/2025 | Strategic Wealth Partners Ltd. | 22,493 | $1.03M | 0.1% | N/A | 0.154% | |
| 2/17/2025 | Royal Bank of Canada | 739,260 | $32.74M | 0.0% | +102.0% | 5.046% | |
| 2/17/2025 | Morse Asset Management Inc | 27,865 | $1.23M | 0.3% | N/A | 0.190% | |
| 2/17/2025 | MJP Associates Inc. ADV | 106,726 | $4.73M | 0.8% | +60.0% | 0.729% | |
| 2/17/2025 | KKM Financial LLC | 15,872 | $703K | 0.3% | +107.5% | 0.108% | |
| 2/17/2025 | Focus Partners Wealth | 7,000 | $310K | 0.0% | N/A | 0.048% | |
| 2/17/2025 | CoreCap Advisors LLC | 766 | $34K | 0.0% | +91.5% | 0.005% | |
| 2/17/2025 | Cetera Investment Advisers | 15,791 | $699K | 0.0% | +56.0% | 0.108% | |
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| 2/17/2025 | Cary Street Partners Financial LLC | 40,724 | $1.80M | 0.1% | N/A | 0.278% | |
| 2/17/2025 | Bank of America Corp DE | 864,904 | $38.31M | 0.0% | +26,085.4% | 5.904% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 1,545 | $68K | 0.0% | N/A | 0.011% | |
| 2/14/2025 | Coldstream Capital Management Inc. | 4,586 | $203K | 0.0% | N/A | 0.199% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 28,552 | $1.27M | 0.0% | +282.0% | 1.236% | |
| 2/14/2025 | BOS Asset Management LLC | 10,977 | $486K | 0.2% | N/A | 0.475% | |
| 2/13/2025 | NewEdge Advisors LLC | 12,501 | $554K | 0.0% | +17.2% | 0.541% | |
| 2/13/2025 | Barclays PLC | 60,000 | $2.66M | 0.0% | -76.9% | 2.597% | |
| 2/13/2025 | Maxwell Wealth Strategies Inc. | 39,154 | $1.73M | 0.7% | +63.6% | 1.695% | |
| 2/13/2025 | Raymond James Financial Inc. | 1,112,394 | $49.27M | 0.0% | N/A | 48.156% | |
| 2/12/2025 | CIBC Private Wealth Group LLC | 13,522 | $601K | 0.0% | +476.9% | 0.585% | |
| 2/11/2025 | Woodmont Investment Counsel LLC | 5,600 | $248K | 0.0% | +5.7% | 0.242% | |
| 2/11/2025 | LPL Financial LLC | 787,278 | $34.87M | 0.0% | +148.4% | 34.081% | |
| 2/10/2025 | Pitti Group Wealth Management LLC | 28,281 | $1.25M | 1.3% | N/A | 1.224% | |
| 2/10/2025 | Eldridge Investment Advisors Inc. | 13,213 | $585K | 0.1% | +1.8% | 0.572% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 41,326 | $1.83M | 0.0% | +231.0% | 1.789% | |
| 2/7/2025 | Prosperity Financial Group Inc. | 81,637 | $3.62M | 1.8% | +7.2% | 3.534% | |
| 2/7/2025 | Independent Advisor Alliance | 6,267 | $278K | 0.0% | N/A | 0.271% | |
| 2/6/2025 | Raymond James Financial Inc. | 1,112,394 | $49.27M | 0.0% | N/A | 48.156% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 245,166 | $10.86M | 0.1% | +43.0% | 10.613% | |
| 2/5/2025 | Maia Wealth LLC | 4,624 | $209K | 0.0% | -5.2% | 0.200% | |
| 2/5/2025 | Advisor OS LLC | 111,208 | $4.93M | 0.6% | +66.7% | 4.814% | |
| 2/4/2025 | Pine Valley Investments Ltd Liability Co | 165,500 | $7.33M | 0.4% | N/A | 7.165% | |
| 2/4/2025 | Howard Capital Management Inc. | 107,403 | $4.76M | 0.1% | +26.4% | 4.649% | |
| 1/31/2025 | BKM Wealth Management LLC | 11,353 | $503K | 0.2% | -44.2% | 0.491% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 12,255 | $543K | 0.0% | +9.9% | 0.531% | |
| 1/31/2025 | Sanctuary Advisors LLC | 96,139 | $4.39M | 0.0% | +8.3% | 4.162% | |
| 1/29/2025 | CAP Partners LLC | 5,222 | $231K | 0.2% | N/A | 0.226% | |
| 1/29/2025 | Essex Financial Services Inc. | 11,436 | $507K | 0.0% | +39.2% | 0.495% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 68,851 | $3.05M | 0.1% | +16.6% | 2.981% | |
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| 1/24/2025 | Financial Partners Group Inc | 22,861 | $1.01M | 0.1% | N/A | 0.990% | |
| 1/24/2025 | Journey Strategic Wealth LLC | 10,471 | $464K | 0.0% | +63.1% | 0.453% | |
| 1/24/2025 | Chicago Partners Investment Group LLC | 11,716 | $521K | 0.0% | +70.6% | 0.507% | |
| 1/23/2025 | Signature Wealth Management Partners LLC | 6,183 | $274K | 0.2% | N/A | 0.268% | |
| 1/23/2025 | SteelPeak Wealth LLC | 35,950 | $1.59M | 0.1% | +0.8% | 1.556% | |
| 1/22/2025 | Patriot Financial Group Insurance Agency LLC | 20,364 | $902K | 0.1% | +13.4% | 0.882% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 4,876 | $216K | 0.0% | N/A | 0.211% | |
| 1/22/2025 | PFG Investments LLC | 98,368 | $4.36M | 0.3% | +68.2% | 4.258% | |
| 1/21/2025 | Requisite Capital Management LLC | 113,343 | $5.02M | 1.0% | N/A | 4.907% | |
| 1/21/2025 | Accel Wealth Management | 8,558 | $379K | 0.1% | N/A | 0.370% | |
| 1/17/2025 | SG Americas Securities LLC | 30,000 | $1.33M | 0.0% | N/A | 1.299% | |
| 1/15/2025 | Grant GrossMendelsohn LLC | 14,953 | $662K | 0.3% | -5.3% | 0.647% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 12,687 | $562K | 0.0% | N/A | 0.549% | |
| 1/15/2025 | Hennion & Walsh Asset Management Inc. | 1,105,781 | $48.98M | 2.2% | +18.5% | 47.869% | |
| 1/14/2025 | Gainplan LLC | 10,014 | $444K | 0.2% | -3.8% | 0.434% | |
| 1/13/2025 | AdvisorNet Financial Inc | 1,462 | $65K | 0.0% | N/A | 0.063% | |
| 1/13/2025 | Capital Investment Advisors LLC | 268,754 | $11.90M | 0.2% | N/A | 11.634% | |
| 11/25/2024 | Sanctuary Advisors LLC | 88,736 | $4.03M | 0.0% | +105.8% | 3.841% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 7,475 | $335K | 0.0% | N/A | 0.324% | |
| 11/13/2024 | Prosperity Financial Group Inc. | 76,159 | $3.41M | 1.9% | -2.1% | 3.297% | |
| 11/12/2024 | KKM Financial LLC | 7,651 | $343K | 0.2% | N/A | 0.331% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 59,066 | $2.65M | 0.1% | N/A | 2.557% | |
| 11/6/2024 | Maxwell Wealth Strategies Inc. | 23,929 | $1.06M | 0.5% | +36.4% | 1.036% | |
| 10/31/2024 | Woodmont Investment Counsel LLC | 5,300 | $238K | 0.0% | N/A | 0.229% | |
| 10/30/2024 | Maia Wealth LLC | 4,880 | $219K | 0.1% | N/A | 0.211% | |
| 10/29/2024 | Chicago Partners Investment Group LLC | 6,869 | $308K | 0.0% | +11.6% | 0.297% | |
| 10/25/2024 | SteelPeak Wealth LLC | 35,670 | $1.60M | 0.1% | +16.8% | 1.544% | |
| 10/24/2024 | Patriot Financial Group Insurance Agency LLC | 17,964 | $805K | 0.1% | N/A | 0.778% | |
| 10/24/2024 | PFG Investments LLC | 58,469 | $2.62M | 0.2% | +55.9% | 2.531% | |
| 10/23/2024 | BKM Wealth Management LLC | 20,340 | $912K | 0.4% | -16.6% | 0.881% | |
| 10/23/2024 | Global Trust Asset Management LLC | 1,100 | $49K | 0.0% | +83.3% | 0.048% | |
| 10/23/2024 | Hennion & Walsh Asset Management Inc. | 933,029 | $41.82M | 2.0% | +10.4% | 40.391% | |
| 10/18/2024 | Raymond James & Associates | 585,463 | $26.24M | 0.0% | +557.1% | 25.345% | |
| 10/8/2024 | Brookstone Capital Management | 7,376 | $331K | 0.0% | N/A | 0.319% | |
| 9/5/2024 | Sanctuary Advisors LLC | 43,117 | $1.79M | 0.0% | N/A | 1.867% | |
| 8/7/2024 | PFG Investments LLC | 37,504 | $1.63M | 0.1% | +98.1% | 1.624% | |
| 8/6/2024 | Howard Capital Management Inc. | 71,397 | $3.11M | 0.3% | N/A | 3.091% | |
| 7/31/2024 | Essex Financial Services Inc. | 6,853 | $298K | 0.0% | N/A | 0.297% | |
| 7/30/2024 | International Assets Investment Management LLC | 2,855 | $124K | 0.0% | N/A | 0.124% | |
| 7/20/2024 | Hennion & Walsh Asset Management Inc. | 844,883 | $36.77M | 1.9% | N/A | 36.575% | |
| 7/19/2024 | Raymond James & Associates | 89,104 | $3.88M | 0.0% | +103.2% | 3.857% | |
| 7/17/2024 | SteelPeak Wealth LLC | 30,550 | $1.33M | 0.1% | N/A | 1.323% | |
| 7/11/2024 | Global Trust Asset Management LLC | 600 | $26K | 0.0% | N/A | 0.026% | |
| 5/31/2024 | Maxwell Wealth Strategies Inc. | 17,012 | $718K | 0.4% | N/A | 0.736% | |
| 4/25/2024 | Gainplan LLC | 5,502 | $235K | 0.1% | N/A | 0.278% | |
| 4/24/2024 | Pitti Group Wealth Management LLC | 9,795 | $413K | 0.5% | N/A | 0.495% | |
| 4/22/2024 | PFG Investments LLC | 18,933 | $810K | 0.0% | N/A | 0.000% | |
| 4/18/2024 | BKM Wealth Management LLC | 31,441 | $1.35M | 0.6% | N/A | 0.000% | |
