| 2/21/2025 | Vermillion Wealth Management Inc. | 1,344 | $26K | 0.0% | N/A | 0.003% | |
| 2/17/2025 | Waverly Advisors LLC | 13,940 | $267K | 0.0% | -4.2% | 0.035% | |
| 2/17/2025 | Royal Bank of Canada | 2,081,260 | $39.88M | 0.0% | +7.5% | 5.215% | |
| 2/17/2025 | Gotham Asset Management LLC | 15,912 | $305K | 0.0% | N/A | 0.040% | |
| 2/17/2025 | CoreCap Advisors LLC | 7,415 | $142K | 0.0% | -9.4% | 0.019% | |
| 2/17/2025 | Cetera Investment Advisers | 251,864 | $4.83M | 0.0% | +11.2% | 0.631% | |
| 2/17/2025 | Baird Financial Group Inc. | 480,288 | $9.20M | 0.0% | +2.4% | 1.203% | |
| 2/17/2025 | Beck Bode LLC | 52,024 | $997K | 0.2% | -32.8% | 0.130% | |
| 2/17/2025 | Bank of America Corp DE | 919,381 | $17.62M | 0.0% | -0.6% | 2.304% | |
| 2/17/2025 | Ameriprise Financial Inc. | 1,661,564 | $31.84M | 0.0% | -4.0% | 4.163% | |
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| 2/14/2025 | Jane Street Group LLC | 14,247 | $273K | 0.0% | N/A | 0.036% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 23,288 | $446K | 0.0% | -16.4% | 0.058% | |
| 2/14/2025 | MML Investors Services LLC | 188,552 | $3.61M | 0.0% | +2.0% | 0.472% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 43,153 | $855K | 0.0% | -18.1% | 0.108% | |
| 2/13/2025 | NewEdge Advisors LLC | 36,638 | $702K | 0.0% | -4.7% | 0.092% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 102,298 | $1.96M | 0.0% | -1.9% | 0.256% | |
| 2/13/2025 | Raymond James Financial Inc. | 968,208 | $18.55M | 0.0% | N/A | 2.426% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 2,440,952 | $46.77M | 0.0% | +6.4% | 6.116% | |
| 2/13/2025 | Wells Fargo & Company MN | 2,239,562 | $42.91M | 0.0% | +8.4% | 5.612% | |
| 2/12/2025 | Summit Financial LLC | 12,172 | $233K | 0.0% | N/A | 0.030% | |
| 2/12/2025 | JPMorgan Chase & Co. | 11,590 | $222K | 0.0% | +2,475.6% | 0.029% | |
| 2/11/2025 | LPL Financial LLC | 974,442 | $18.67M | 0.0% | +1.4% | 2.442% | |
| 2/11/2025 | Sykon Capital LLC | 204,742 | $3.92M | 1.4% | +41.9% | 0.513% | |
| 2/11/2025 | VSM Wealth Advisory LLC | 4,462 | $85K | 0.0% | N/A | 0.011% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 12,782 | $245K | 0.0% | +20.7% | 0.032% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 451,201 | $8.65M | 0.0% | -2.2% | 1.131% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 40,343 | $773K | 0.0% | +85.4% | 0.101% | |
| 2/7/2025 | HighTower Advisors LLC | 176,715 | $3.39M | 0.0% | -10.3% | 0.443% | |
| 2/7/2025 | Endowment Wealth Management Inc. | 18,895 | $362K | 0.2% | +6.1% | 0.047% | |
| 2/7/2025 | Independent Advisor Alliance | 625,241 | $11.98M | 0.2% | N/A | 1.567% | |
| 2/6/2025 | Raymond James Financial Inc. | 968,208 | $18.55M | 0.0% | N/A | 2.426% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 43,374 | $831K | 0.0% | +8.8% | 0.109% | |
| 2/4/2025 | WealthShield Partners LLC | 58,468 | $1.12M | 0.2% | -7.8% | 0.146% | |
| 2/3/2025 | Private Advisor Group LLC | 25,949 | $497K | 0.0% | -4.6% | 0.065% | |
| 2/3/2025 | Pasadena Private Wealth LLC | 24,712 | $473K | 0.1% | -12.1% | 0.062% | |
| 1/31/2025 | Truist Financial Corp | 86,334 | $1.65M | 0.0% | -11.3% | 0.216% | |
| 1/30/2025 | Adell Harriman & Carpenter Inc. | 81,600 | $1.56M | 0.1% | +99.5% | 0.204% | |
| 1/28/2025 | Compass Financial Services Inc | 20,072 | $385K | 0.2% | N/A | 0.050% | |
| 1/28/2025 | Stephens Inc. AR | 87,845 | $1.68M | 0.0% | +7.7% | 0.220% | |
| 1/28/2025 | Apollon Wealth Management LLC | 43,633 | $836K | 0.0% | +16.4% | 0.109% | |
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| 1/28/2025 | Mezzasalma Advisors LLC | 10,830 | $207K | 0.1% | N/A | 0.027% | |
| 1/27/2025 | Money Concepts Capital Corp | 11,847 | $227K | 0.0% | +8.9% | 0.030% | |
| 1/24/2025 | Panoramic Investment Advisors LLC | 46,254 | $886K | 0.6% | +36.3% | 0.116% | |
| 1/24/2025 | GPS Wealth Strategies Group LLC | 8,318 | $159K | 0.0% | -7.1% | 0.021% | |
| 1/24/2025 | Chicago Partners Investment Group LLC | 29,046 | $562K | 0.0% | +13.1% | 0.073% | |
| 1/23/2025 | Dumont & Blake Investment Advisors LLC | 133,322 | $2.55M | 0.7% | -3.5% | 0.334% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 4,482 | $86K | 0.0% | -36.9% | 0.011% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 43,026 | $824K | 0.0% | +5.4% | 0.108% | |
| 1/15/2025 | Merit Financial Group LLC | 85,320 | $1.64M | 0.0% | -10.9% | 0.214% | |
| 1/15/2025 | Goldstone Financial Group LLC | 66,122 | $1.27M | 0.2% | +8.3% | 0.166% | |
| 1/13/2025 | Future Financial Wealth Managment LLC | 59,222 | $1.14M | 0.8% | -16.6% | 0.148% | |
| 1/3/2025 | GAMMA Investing LLC | 203,948 | $3.91M | 0.3% | +52.9% | 0.511% | |
| 11/15/2024 | MML Investors Services LLC | 184,860 | $3.64M | 0.0% | +30.4% | 0.463% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 56,236 | $1.11M | 0.0% | -6.3% | 0.141% | |
| 11/15/2024 | HighTower Advisors LLC | 197,015 | $3.88M | 0.0% | -2.0% | 0.494% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 104,252 | $2.06M | 0.0% | +34.1% | 0.261% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 49,556 | $977K | 0.0% | +157.9% | 0.124% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 12,357 | $244K | 0.0% | -4.1% | 0.031% | |
| 11/6/2024 | Endowment Wealth Management Inc. | 17,817 | $351K | 0.2% | -6.5% | 0.045% | |
| 11/6/2024 | Oppenheimer & Co. Inc. | 39,884 | $786K | 0.0% | +32.7% | 0.100% | |
| 11/5/2024 | Apollon Wealth Management LLC | 37,488 | $739K | 0.0% | -21.6% | 0.094% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 20,901 | $412K | 0.0% | -19.5% | 0.052% | |
| 10/28/2024 | Stephens Inc. AR | 81,561 | $1.61M | 0.0% | +50.6% | 0.204% | |
| 10/28/2024 | Goldstone Financial Group LLC | 61,030 | $1.20M | 0.2% | N/A | 0.153% | |
| 10/25/2024 | Pathway Financial Advisers LLC | 7,624 | $150K | 0.0% | -87.0% | 0.019% | |
| 10/25/2024 | Adell Harriman & Carpenter Inc. | 40,900 | $806K | 0.1% | +24.3% | 0.102% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 396,818 | $7.82M | 0.0% | -8.2% | 0.994% | |
| 10/24/2024 | Pathway Financial Advisers LLC | 7,624 | $150K | 0.0% | -87.0% | 0.019% | |
| 10/23/2024 | Dumont & Blake Investment Advisors LLC | 138,138 | $2.72M | 0.7% | -49.7% | 0.346% | |
| 10/22/2024 | Private Advisor Group LLC | 27,195 | $536K | 0.0% | -4.1% | 0.068% | |
| 10/11/2024 | Creative Planning | 99,606 | $1.96M | 0.0% | -9.8% | 0.250% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 52,683 | $1.04M | 0.1% | -1.9% | 0.132% | |
| 10/9/2024 | Atlas Private Wealth Advisors | 10,800 | $213K | 0.0% | -4.8% | 0.027% | |
| 10/8/2024 | Future Financial Wealth Managment LLC | 71,006 | $1.40M | 1.0% | +12.8% | 0.178% | |
| 10/8/2024 | Heartwood Wealth Advisors LLC | 35,000 | $690K | 0.1% | +2.3% | 0.088% | |
| 10/7/2024 | GAMMA Investing LLC | 133,362 | $2.63M | 0.3% | N/A | 0.334% | |
| 9/11/2024 | Newbridge Financial Services Group Inc. | 10,169 | $191K | 0.1% | -59.2% | 0.025% | |
| 8/22/2024 | Cetera Investment Advisers | 204,937 | $3.86M | 0.0% | +16.1% | 0.513% | |
| 8/21/2024 | Truist Financial Corp | 125,674 | $2.37M | 0.0% | -71.6% | 0.315% | |
| 8/20/2024 | Pathway Financial Advisers LLC | 58,639 | $1.10M | 0.4% | -1.5% | 0.147% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,918 | $36K | 0.0% | +3,096.7% | 0.005% | |
| 8/16/2024 | Creative Planning | 110,376 | $2.08M | 0.0% | -0.7% | 0.277% | |
| 8/12/2024 | Beck Bode LLC | 113,636 | $2.14M | 0.4% | -14.8% | 0.285% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 1,934,535 | $36.41M | 0.0% | +15.2% | 4.847% | |
| 8/5/2024 | Private Advisor Group LLC | 28,361 | $534K | 0.0% | -3.5% | 0.071% | |
| 8/5/2024 | BTS Asset Management Inc. | 18,383 | $346K | 0.3% | -24.8% | 0.046% | |
| 8/2/2024 | Adell Harriman & Carpenter Inc. | 32,900 | $619K | 0.0% | +8.2% | 0.082% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 473,012 | $8.90M | 0.0% | +0.5% | 1.185% | |
| 7/29/2024 | UMB Bank n.a. | 6,306 | $119K | 0.0% | N/A | 0.016% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 205,739 | $3.87M | 0.0% | +1.3% | 0.516% | |
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| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 694,634 | $13.07M | 0.0% | +100.1% | 1.741% | |
| 7/19/2024 | Pasadena Private Wealth LLC | 28,957 | $545K | 0.1% | -36.4% | 0.073% | |
| 7/17/2024 | Atticus Wealth Management LLC | 4,784 | $90K | 0.0% | N/A | 0.012% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 432,379 | $8.14M | 0.0% | +18.3% | 1.083% | |
| 7/12/2024 | Atlas Private Wealth Advisors | 11,350 | $214K | 0.0% | N/A | 0.028% | |
| 7/12/2024 | Sax Wealth Advisors LLC | 12,500 | $235K | 0.0% | N/A | 0.031% | |
| 7/10/2024 | CWM LLC | 4,746 | $89K | 0.0% | -10.5% | 0.012% | |
| 7/5/2024 | Thurston Springer Miller Herd & Titak Inc. | 2,613 | $49K | 0.0% | N/A | 0.007% | |
| 5/29/2024 | Pathway Financial Advisers LLC | 59,552 | $1.12M | 0.4% | N/A | 0.149% | |
| 5/24/2024 | Cetera Investment Advisers | 176,462 | $3.33M | 0.0% | +301.0% | 0.442% | |
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