| 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% | |
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| 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% | |
| 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% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 4,262 | $219K | 0.0% | N/A | 0.025% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 7,236 | $349K | 0.0% | -11.9% | 0.043% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 75,994 | $3.67M | 0.0% | -3.4% | 0.450% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 47,900 | $2.31M | 0.0% | -1.1% | 0.284% | |
| 2/7/2025 | HighTower Advisors LLC | 95,146 | $4.59M | 0.0% | +1.3% | 0.564% | |
| 2/7/2025 | Prosperity Financial Group Inc. | 4,308 | $208K | 0.1% | N/A | 0.026% | |
| 2/7/2025 | Independent Advisor Alliance | 5,080 | $245K | 0.0% | N/A | 0.030% | |
| 2/6/2025 | Raymond James Financial Inc. | 247,875 | $11.96M | 0.0% | N/A | 1.468% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 2,483 | $120K | 0.0% | -12.2% | 0.015% | |
| 2/6/2025 | Jones Financial Companies Lllp | 22,854 | $1.10M | 0.0% | +43.3% | 0.135% | |
| 2/5/2025 | Cape Investment Advisory Inc. | 2,535 | $122K | 0.0% | +34.5% | 0.015% | |
| 2/5/2025 | Whipplewood Advisors LLC | 831 | $40K | 0.0% | N/A | 0.005% | |
| 2/4/2025 | Wealthspire Advisors LLC | 38,403 | $1.85M | 0.0% | +1.1% | 0.228% | |
| 2/3/2025 | Callan Capital LLC | 5,000 | $241K | 0.0% | N/A | 0.030% | |
| 2/3/2025 | Private Advisor Group LLC | 201,983 | $9.75M | 0.1% | +3.6% | 1.197% | |
| 1/31/2025 | Atlas Legacy Advisors LLC | 7,476 | $361K | 0.1% | N/A | 0.044% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 27,690 | $1.34M | 0.0% | +1.0% | 0.164% | |
| 1/31/2025 | Truist Financial Corp | 31,032 | $1.50M | 0.0% | -11.3% | 0.184% | |
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| 1/31/2025 | Sanctuary Advisors LLC | 6,096 | $304K | 0.0% | -3.3% | 0.036% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 36,953 | $1.78M | 0.1% | +1.3% | 0.219% | |
| 1/30/2025 | Allworth Financial LP | 20,575 | $1.01M | 0.0% | -70.5% | 0.122% | |
| 1/27/2025 | Onyx Bridge Wealth Group LLC | 57,969 | $2.80M | 0.4% | +155.8% | 0.343% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 18,758 | $905K | 0.0% | +3.0% | 0.111% | |
| 1/24/2025 | Golden State Equity Partners | 51,523 | $2.49M | 0.5% | +16.9% | 0.305% | |
| 1/23/2025 | Crews Bank & Trust | 2,250 | $109K | 0.0% | N/A | 0.013% | |
| 1/23/2025 | Gateway Wealth Partners LLC | 23,005 | $1.11M | 0.3% | -1.6% | 0.136% | |
| 1/22/2025 | Patriot Financial Group Insurance Agency LLC | 101,720 | $4.91M | 0.7% | +13.3% | 0.603% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 22,894 | $1.11M | 0.1% | -3.8% | 0.136% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 32,695 | $1.58M | 0.0% | -4.0% | 0.194% | |
| 1/10/2025 | Heartwood Wealth Advisors LLC | 708,949 | $34.21M | 3.9% | +0.8% | 4.200% | |
| 1/8/2025 | International Assets Investment Management LLC | 9,458 | $457K | 0.0% | N/A | 0.056% | |
| 12/26/2024 | JPMorgan Chase & Co. | 59,156 | $2.95M | 0.0% | +83.2% | 0.350% | |
| 11/25/2024 | Sanctuary Advisors LLC | 6,304 | $329K | 0.0% | +14.5% | 0.037% | |
| 11/15/2024 | MML Investors Services LLC | 33,647 | $1.68M | 0.0% | -7.2% | 0.199% | |
| 11/15/2024 | Jane Street Group LLC | 7,741 | $387K | 0.0% | -56.1% | 0.046% | |
| 11/15/2024 | Stifel Financial Corp | 27,319 | $1.36M | 0.0% | +14.3% | 0.162% | |
| 11/15/2024 | HighTower Advisors LLC | 93,958 | $4.69M | 0.0% | +2.0% | 0.557% | |
| 11/14/2024 | Captrust Financial Advisors | 21,227 | $1.06M | 0.0% | +2.9% | 0.126% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 104,138 | $5.20M | 0.0% | +1.6% | 0.617% | |
| 11/13/2024 | Cadence Bank | 93,235 | $4.66M | 0.3% | N/A | 0.552% | |
| 11/13/2024 | FMR LLC | 2,090 | $104K | 0.0% | -14.2% | 0.012% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 65,452 | $3.27M | 0.1% | N/A | 0.388% | |
| 11/4/2024 | Ashton Thomas Securities LLC | 9,456 | $472K | 0.1% | N/A | 0.056% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 34,041 | $1.70M | 0.0% | -1.5% | 0.202% | |
| 10/28/2024 | Stephens Inc. AR | 15,224 | $760K | 0.0% | -5.3% | 0.090% | |
| 10/25/2024 | Golden State Equity Partners | 7,185 | $359K | 0.1% | -84.3% | 0.043% | |
| 10/25/2024 | Gateway Wealth Partners LLC | 23,369 | $1.17M | 0.3% | -9.1% | 0.138% | |
| 10/24/2024 | Patriot Financial Group Insurance Agency LLC | 89,743 | $4.48M | 0.6% | N/A | 0.532% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 36,484 | $1.82M | 0.1% | +5.2% | 0.216% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 19,086 | $953K | 0.0% | -3.6% | 0.113% | |
| 10/23/2024 | Allworth Financial LP | 69,716 | $3.48M | 0.0% | -7.4% | 0.413% | |
| 10/22/2024 | Private Advisor Group LLC | 194,959 | $9.74M | 0.1% | +0.7% | 1.155% | |
| 10/18/2024 | Raymond James & Associates | 131,241 | $6.55M | 0.0% | +4.4% | 0.777% | |
| 10/17/2024 | Onyx Bridge Wealth Group LLC | 22,660 | $1.13M | 0.2% | N/A | 0.134% | |
| 10/16/2024 | Good Life Advisors LLC | 4,958 | $248K | 0.0% | N/A | 0.029% | |
| 10/11/2024 | Creative Planning | 5,481 | $274K | 0.0% | -9.4% | 0.032% | |
| 10/11/2024 | ORG Partners LLC | 1,020 | $51K | 0.0% | N/A | 0.006% | |
| 10/8/2024 | Heartwood Wealth Advisors LLC | 703,640 | $35.14M | 3.9% | +1.3% | 4.168% | |
| 10/7/2024 | WealthBridge Capital Management LLC | 4,807 | $240K | 0.1% | -6.8% | 0.028% | |
| 9/11/2024 | Newbridge Financial Services Group Inc. | 2,050 | $92K | 0.0% | -10.9% | 0.012% | |
| 9/5/2024 | Sanctuary Advisors LLC | 5,505 | $243K | 0.0% | N/A | 0.033% | |
| 8/22/2024 | Cetera Investment Advisers | 38,778 | $1.74M | 0.0% | +8.1% | 0.230% | |
| 8/21/2024 | Truist Financial Corp | 35,847 | $1.61M | 0.0% | -6.2% | 0.212% | |
| 8/16/2024 | Gateway Wealth Partners LLC | 25,697 | $1.15M | 0.3% | N/A | 0.152% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 234,664 | $10.51M | 0.0% | -2.3% | 1.390% | |
| 8/12/2024 | ProVise Management Group LLC | 5,421 | $243K | 0.0% | -17.0% | 0.032% | |
| 8/12/2024 | WCG Wealth Advisors LLC | 28,724 | $1.29M | 0.1% | +79.6% | 0.170% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 33,694 | $1.51M | 0.0% | -3.4% | 0.200% | |
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| 8/8/2024 | J.W. Cole Advisors Inc. | 34,666 | $1.55M | 0.1% | +7.0% | 0.205% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 3,065 | $137K | 0.0% | N/A | 0.018% | |
| 8/5/2024 | Private Advisor Group LLC | 193,560 | $8.67M | 0.1% | -9.2% | 1.147% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 90,355 | $4.05M | 0.0% | -2.1% | 0.535% | |
| 7/31/2024 | IFG Advisory LLC | 11,346 | $508K | 0.0% | +2.0% | 0.067% | |
| 7/30/2024 | International Assets Investment Management LLC | 6,049 | $271K | 0.0% | -10.6% | 0.036% | |
| 7/30/2024 | Golden State Equity Partners | 45,644 | $2.05M | 0.4% | N/A | 0.270% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 28,354 | $1.27M | 0.0% | +10.3% | 0.168% | |
| 7/19/2024 | Raymond James & Associates | 125,655 | $5.63M | 0.0% | +5.0% | 0.744% | |
| 7/17/2024 | Tanglewood Legacy Advisors LLC | 27,030 | $1.21M | 0.6% | -2.2% | 0.160% | |
