| 8/19/2025 | Cape Investment Advisory Inc. | 2,285 | $109K | 0.0% | -9.9% | 0.014% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 5,156 | $247K | 0.0% | -5.7% | 0.031% | |
| 8/15/2025 | Tower Research Capital LLC TRC | 3,339 | $160K | 0.0% | +1,666.7% | 0.020% | |
| 8/15/2025 | Captrust Financial Advisors | 16,663 | $797K | 0.0% | -10.6% | 0.102% | |
| 8/15/2025 | Snowden Capital Advisors LLC | 4,809 | $230K | 0.0% | -9.5% | 0.029% | |
| 8/15/2025 | MML Investors Services LLC | 24,955 | $1.19M | 0.0% | -17.9% | 0.152% | |
| 8/15/2025 | Bank of America Corp DE | 550,790 | $26.36M | 0.0% | +1.9% | 3.365% | |
| 8/15/2025 | Ameriprise Financial Inc. | 218,614 | $10.45M | 0.0% | +11.4% | 1.335% | |
| 8/14/2025 | Raymond James Financial Inc. | 170,858 | $8.18M | 0.0% | -23.2% | 1.044% | |
| 8/13/2025 | Gateway Wealth Partners LLC | 24,078 | $1.15M | 0.2% | +5.5% | 0.147% | |
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| 8/13/2025 | WCG Wealth Advisors LLC | 25,287 | $1.21M | 0.1% | +1.0% | 0.154% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 161,039 | $7.71M | 0.0% | -14.7% | 0.984% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 43,674 | $2.09M | 0.0% | +1.5% | 0.267% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 6,886 | $329K | 0.0% | +177.3% | 0.042% | |
| 8/12/2025 | JPMorgan Chase & Co. | 57,153 | $2.74M | 0.0% | +0.9% | 0.349% | |
| 8/11/2025 | Perennial Investment Advisors LLC | 7,084 | $339K | 0.0% | +3.4% | 0.043% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 120,528 | $5.77M | 0.0% | +8.3% | 0.736% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 44,181 | $2.11M | 0.0% | -8.2% | 0.270% | |
| 8/8/2025 | Cetera Investment Advisers | 33,843 | $1.62M | 0.0% | -13.1% | 0.207% | |
| 8/8/2025 | Creative Planning | 4,980 | $238K | 0.0% | -9.2% | 0.030% | |
| 8/8/2025 | Intrua Financial LLC | 14,522 | $695K | 0.1% | +1.8% | 0.089% | |
| 8/6/2025 | Prospera Financial Services Inc | 5,197 | $249K | 0.0% | N/A | 0.032% | |
| 8/6/2025 | AE Wealth Management LLC | 41,302 | $1.98M | 0.0% | -2.2% | 0.252% | |
| 8/4/2025 | Integrity Alliance LLC. | 16,704 | $799K | 0.0% | +236.1% | 0.102% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 32,075 | $1.54M | 0.0% | -27.4% | 0.196% | |
| 7/30/2025 | Prosperity Financial Group Inc. | 9,585 | $459K | 0.2% | +39.2% | 0.059% | |
| 7/30/2025 | Onyx Bridge Wealth Group LLC | 59,129 | $2.83M | 0.4% | -3.4% | 0.361% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 17,790 | $851K | 0.0% | -7.4% | 0.109% | |
| 7/28/2025 | Mutual Advisors LLC | 8,370 | $416K | 0.0% | N/A | 0.051% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 5,266 | $252K | 0.0% | -29.6% | 0.032% | |
| 7/25/2025 | CWM LLC | 2,108 | $101K | 0.0% | +27.1% | 0.013% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 14,516 | $695K | 0.0% | N/A | 0.089% | |
| 7/24/2025 | IFP Advisors Inc | 6,665 | $319K | 0.0% | +12,968.6% | 0.041% | |
| 7/22/2025 | Simplicity Wealth LLC | 30,066 | $1.44M | 0.1% | +200.0% | 0.184% | |
| 7/21/2025 | QRG Capital Management Inc. | 9,458 | $453K | 0.0% | N/A | 0.058% | |
| 7/18/2025 | Truist Financial Corp | 32,411 | $1.55M | 0.0% | -19.5% | 0.198% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 30,735 | $1.47M | 0.0% | +1.2% | 0.188% | |
| 7/14/2025 | Golden State Equity Partners | 61,077 | $2.92M | 0.5% | +2.2% | 0.373% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 101,929 | $5.04M | 0.0% | -11.8% | 0.623% | |
| 7/8/2025 | Heartwood Wealth Advisors LLC | 711,039 | $34.02M | 3.6% | +1.1% | 4.349% | |
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| 6/27/2025 | Goldman Sachs Group Inc. | 29,942 | $1.46M | 0.0% | +0.9% | 0.183% | |
| 5/28/2025 | Intrua Financial LLC | 14,261 | $696K | 0.1% | -11.2% | 0.087% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 5,469 | $267K | 0.0% | +6.7% | 0.033% | |
| 5/20/2025 | Integrity Alliance LLC. | 4,970 | $243K | 0.0% | N/A | 0.030% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 29,942 | $1.46M | 0.0% | +0.9% | 0.183% | |
| 5/16/2025 | Jones Financial Companies Lllp | 32,128 | $1.57M | 0.0% | +40.6% | 0.196% | |
| 5/16/2025 | Rise Advisors LLC | 3,085 | $151K | 0.1% | +11.3% | 0.019% | |
| 5/16/2025 | NewEdge Advisors LLC | 28,251 | $1.38M | 0.0% | +1.1% | 0.172% | |
| 5/15/2025 | Ashton Thomas Securities LLC | 15,072 | $736K | 0.2% | +58.9% | 0.092% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 25,034 | $1.22M | 0.1% | -10.8% | 0.153% | |
| 5/14/2025 | Cadence Bank | 88,835 | $4.34M | 0.3% | -3.3% | 0.542% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 188,840 | $9.22M | 0.0% | -17.3% | 1.153% | |
| 5/14/2025 | Summit Financial LLC | 6,040 | $295K | 0.0% | N/A | 0.037% | |
| 5/13/2025 | Raymond James Financial Inc. | 222,416 | $10.86M | 0.0% | -10.3% | 1.358% | |
| 5/9/2025 | Wealthspire Advisors LLC | 38,796 | $1.89M | 0.0% | +1.0% | 0.237% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 27,210 | $1.33M | 0.0% | -1.7% | 0.166% | |
| 5/8/2025 | ProVise Management Group LLC | 4,965 | $242K | 0.0% | -4.4% | 0.030% | |
| 5/7/2025 | LPL Financial LLC | 516,986 | $25.24M | 0.0% | -2.5% | 3.164% | |
| 5/6/2025 | Cetera Investment Advisers | 38,940 | $1.90M | 0.0% | -2.9% | 0.238% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 48,131 | $2.35M | 0.0% | +0.5% | 0.295% | |
| 5/6/2025 | AE Wealth Management LLC | 42,241 | $2.06M | 0.0% | +1.7% | 0.259% | |
| 5/6/2025 | Choreo LLC | 4,596 | $224K | 0.0% | N/A | 0.028% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 43,032 | $2.10M | 0.1% | +16.5% | 0.263% | |
| 5/5/2025 | Private Advisor Group LLC | 205,812 | $10.05M | 0.1% | +1.9% | 1.260% | |
| 5/1/2025 | Stephens Inc. AR | 15,000 | $732K | 0.0% | -1.5% | 0.092% | |
| 4/30/2025 | Allworth Financial LP | 51,589 | $2.37M | 0.0% | +150.7% | 0.316% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 19,206 | $938K | 0.0% | +2.4% | 0.118% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 44,207 | $2.16M | 0.0% | +24.2% | 0.271% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 61,223 | $2.99M | 0.4% | +5.6% | 0.375% | |
| 4/24/2025 | Money Concepts Capital Corp | 6,905 | $337K | 0.0% | +5.9% | 0.042% | |
| 4/23/2025 | Golden State Equity Partners | 59,757 | $2.92M | 0.6% | +16.0% | 0.366% | |
| 4/23/2025 | International Assets Investment Management LLC | 9,227 | $450K | 0.0% | -2.4% | 0.056% | |
| 4/22/2025 | Tanglewood Legacy Advisors LLC | 6,433 | $314K | 0.1% | -76.2% | 0.039% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 7,482 | $365K | 0.0% | +3.4% | 0.046% | |
| 4/21/2025 | Heartwood Wealth Advisors LLC | 702,958 | $34.32M | 3.9% | -0.8% | 4.302% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 30,366 | $1.48M | 0.0% | -7.1% | 0.186% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 115,569 | $5.64M | 0.0% | +7.5% | 0.707% | |
| 4/10/2025 | Whipplewood Advisors LLC | 12,227 | $597K | 0.2% | +1,371.4% | 0.075% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 107,533 | $5.19M | 0.0% | +463.4% | 0.658% | |
| 3/6/2025 | Elite Financial Inc. | 5,087 | $245K | 0.1% | N/A | 0.031% | |
| 2/24/2025 | Ameriflex Group Inc. | 691 | $34K | 0.0% | N/A | 0.004% | |
| 2/18/2025 | GTS Securities LLC | 32,692 | $1.58M | 0.1% | N/A | 0.194% | |
| 2/17/2025 | D. E. Shaw & Co. Inc. | 4,650 | $224K | 0.0% | -40.2% | 0.028% | |
| 2/17/2025 | Cetera Investment Advisers | 40,104 | $1.94M | 0.0% | +23.1% | 0.238% | |
| 2/17/2025 | Captrust Financial Advisors | 18,944 | $914K | 0.0% | -10.8% | 0.112% | |
| 2/17/2025 | Bank of America Corp DE | 536,256 | $25.87M | 0.0% | +1.0% | 3.177% | |
| 2/17/2025 | Ameriprise Financial Inc. | 90,936 | $4.39M | 0.0% | -9.7% | 0.539% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 26,056 | $1.26M | 0.0% | -16.0% | 0.154% | |
| 2/14/2025 | Comerica Bank | 7,740 | $373K | 0.0% | -14.9% | 0.046% | |
| 2/14/2025 | Stifel Financial Corp | 36,524 | $1.76M | 0.0% | +33.7% | 0.216% | |
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| 2/14/2025 | Tower Research Capital LLC TRC | 5,775 | $279K | 0.0% | +1,977.3% | 0.034% | |
| 2/14/2025 | MML Investors Services LLC | 34,164 | $1.65M | 0.0% | +1.5% | 0.202% | |
| 2/14/2025 | Cadence Bank | 91,835 | $4.43M | 0.3% | -1.5% | 0.544% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 105,073 | $5.07M | 0.0% | +0.9% | 0.622% | |
| 2/13/2025 | Bank of Montreal Can | 1,835 | $89K | 0.0% | +144.7% | 0.011% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 35,595 | $1.72M | 0.0% | -1.0% | 0.211% | |
| 2/13/2025 | Perennial Investment Advisors LLC | 5,275 | $255K | 0.0% | +13.5% | 0.031% | |
| 2/13/2025 | Wells Fargo & Company MN | 323,787 | $15.62M | 0.0% | +14.9% | 1.918% | |
| 2/12/2025 | JPMorgan Chase & Co. | 56,814 | $2.74M | 0.0% | -4.0% | 0.337% | |
| 2/11/2025 | LPL Financial LLC | 530,292 | $25.59M | 0.0% | -2.2% | 3.142% | |
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