| 8/1/2025 | Planning Directions Inc. | 24,813 | $744K | 0.4% | -1.4% | 0.296% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 109,967 | $3.30M | 0.0% | +10.6% | 1.312% | |
| 7/30/2025 | Pacific Sun Financial Corp | 63,010 | $1.89M | 1.0% | -4.1% | 0.752% | |
| 7/29/2025 | Ballast Inc. | 53,405 | $1.60M | 0.7% | N/A | 0.637% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 9,985 | $299K | 0.0% | -6.9% | 0.119% | |
| 7/28/2025 | Harbour Investments Inc. | 11,575 | $347K | 0.0% | -4.3% | 0.138% | |
| 7/24/2025 | Monument Capital Management | 6,871 | $206K | 0.1% | -35.9% | 0.082% | |
| 7/24/2025 | Live Oak Investment Partners | 18,852 | $565K | 0.4% | +6.6% | 0.225% | |
| 7/24/2025 | Weaver Capital Management LLC | 62,732 | $1.88M | 0.5% | -4.2% | 0.749% | |
| 7/23/2025 | Friedenthal Financial | 50,174 | $1.50M | 0.8% | +1.5% | 0.599% | |
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| 7/22/2025 | Grimes & Company Inc. | 55,803 | $1.67M | 0.0% | N/A | 0.666% | |
| 7/22/2025 | Private Wealth Group LLC | 67,772 | $2.03M | 1.1% | -39.9% | 0.809% | |
| 7/22/2025 | Yoder Wealth Management Inc. | 30,791 | $923K | 0.5% | +5.9% | 0.367% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 9,051 | $271K | 0.0% | -64.7% | 0.108% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 38,643 | $1.16M | 0.4% | -1.6% | 0.461% | |
| 7/21/2025 | TFG Advisers LLC | 13,861 | $415K | 0.1% | -14.8% | 0.165% | |
| 7/18/2025 | QTR Family Wealth LLC | 12,514 | $375K | 0.2% | -7.0% | 0.149% | |
| 7/18/2025 | Truist Financial Corp | 54,611 | $1.64M | 0.0% | +30.4% | 0.649% | |
| 7/17/2025 | Walker Asset Management LLC | 16,133 | $484K | 0.3% | -2.7% | 0.192% | |
| 7/16/2025 | Legend Financial Advisors Inc. | 1,088 | $33K | 0.0% | N/A | 0.013% | |
| 7/16/2025 | CX Institutional | 1,001 | $30K | 0.0% | -68.7% | 0.012% | |
| 7/16/2025 | Fortune Financial Advisors LLC | 8,021 | $240K | 0.2% | -9.6% | 0.095% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 16,115 | $483K | 0.0% | +254.2% | 0.191% | |
| 7/11/2025 | CX Institutional | 1,001 | $30K | 0.0% | -68.7% | 0.012% | |
| 7/10/2025 | Focus Financial Network Inc. | 16,617 | $498K | 0.0% | -2.4% | 0.197% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 12,281 | $378K | 0.0% | -35.5% | 0.144% | |
| 5/19/2025 | Jane Street Group LLC | 13,839 | $427K | 0.0% | -54.7% | 0.157% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 12,281 | $378K | 0.0% | -35.5% | 0.142% | |
| 5/16/2025 | Jones Financial Companies Lllp | 7,127 | $220K | 0.0% | +106.3% | 0.083% | |
| 5/15/2025 | MAI Capital Management | 1,591 | $49K | 0.0% | -20.2% | 0.018% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,923 | $90K | 0.0% | -26.9% | 0.034% | |
| 5/14/2025 | PGIM Custom Harvest LLC | 16,770 | $517K | 0.0% | -12.3% | 0.195% | |
| 5/13/2025 | HighTower Advisors LLC | 228,780 | $7.05M | 0.0% | +423.1% | 2.654% | |
| 5/9/2025 | Costello Asset Management INC | 1,154 | $36K | 0.0% | N/A | 0.013% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 29,020 | $894K | 0.1% | -28.1% | 0.337% | |
| 5/9/2025 | Avalon Trust Co | 1,930 | $59K | 0.0% | N/A | 0.022% | |
| 5/8/2025 | Certified Advisory Corp | 6,600 | $203K | 0.0% | -58.0% | 0.077% | |
| 5/7/2025 | Kirtland Hills Capital Management LLC | 6,670 | $203K | 0.1% | N/A | 0.077% | |
| 5/7/2025 | LPL Financial LLC | 310,910 | $9.58M | 0.0% | -18.8% | 3.607% | |
| 5/7/2025 | First Heartland Consultants Inc. | 25,530 | $787K | 0.1% | -8.2% | 0.296% | |
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| 5/6/2025 | Cetera Investment Advisers | 120,378 | $3.71M | 0.0% | +1.0% | 1.396% | |
| 5/6/2025 | Brookwood Investment Group LLC | 15,175 | $468K | 0.1% | N/A | 0.176% | |
| 5/5/2025 | Csenge Advisory Group | 8,730 | $266K | 0.0% | -88.9% | 0.101% | |
| 4/30/2025 | Planning Directions Inc. | 25,167 | $776K | 0.3% | -4.5% | 0.292% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 99,411 | $3.06M | 0.0% | -14.6% | 1.153% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 4,550 | $139K | 0.0% | N/A | 0.053% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 10,730 | $331K | 0.0% | -24.3% | 0.124% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 25,609 | $789K | 0.0% | -55.1% | 0.288% | |
| 4/25/2025 | Monument Capital Management | 10,723 | $330K | 0.1% | -34.7% | 0.121% | |
| 4/25/2025 | WealthBridge Capital Management LLC | 62,476 | $1.93M | 0.5% | -2.8% | 0.704% | |
| 4/23/2025 | Live Oak Investment Partners | 17,691 | $545K | 0.4% | -7.2% | 0.199% | |
| 4/22/2025 | Yoder Wealth Management Inc. | 29,065 | $896K | 0.5% | -1.2% | 0.327% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 72,293 | $2.23M | 0.0% | -18.8% | 0.814% | |
| 4/22/2025 | Weaver Capital Management LLC | 65,509 | $2.02M | 0.5% | -8.5% | 0.738% | |
| 4/21/2025 | Friedenthal Financial | 49,413 | $1.52M | 0.9% | +2.2% | 0.556% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 39,282 | $1.21M | 0.5% | -7.4% | 0.442% | |
| 4/17/2025 | Blackston Financial Advisory Group LLC | 13,449 | $414K | 0.2% | -5.1% | 0.151% | |
| 4/17/2025 | Optas LLC | 11,234 | $346K | 0.1% | -28.1% | 0.127% | |
| 4/17/2025 | Pacific Sun Financial Corp | 65,690 | $2.03M | 1.2% | -9.6% | 0.740% | |
| 4/16/2025 | Private Wealth Group LLC | 112,720 | $3.47M | 2.0% | -24.3% | 1.269% | |
| 4/15/2025 | Focus Financial Network Inc. | 17,031 | $525K | 0.0% | -19.1% | 0.192% | |
| 4/15/2025 | CX Institutional | 3,193 | $98K | 0.0% | +579.4% | 0.036% | |
| 4/15/2025 | Walker Asset Management LLC | 16,575 | $511K | 0.3% | +3.0% | 0.187% | |
| 4/14/2025 | Farther Finance Advisors LLC | 48,779 | $1.51M | 0.0% | N/A | 0.549% | |
| 4/9/2025 | Affiance Financial LLC | 10,315 | $318K | 0.1% | -93.1% | 0.116% | |
| 2/18/2025 | Stonebridge Financial Planning Group LLC | 17,986 | $541K | 0.2% | +2.9% | 0.134% | |
| 2/18/2025 | First Heartland Consultants Inc. | 27,816 | $837K | 0.1% | -4.7% | 0.207% | |
| 2/17/2025 | Vista Investment Management | 9,161 | $276K | 0.1% | +4.5% | 0.068% | |
| 2/17/2025 | Quantinno Capital Management LP | 12,099 | $364K | 0.0% | -19.9% | 0.090% | |
| 2/17/2025 | Cetera Investment Advisers | 119,155 | $3.59M | 0.0% | -3.3% | 0.887% | |
| 2/17/2025 | Cahill Financial Advisors Inc. | 40,796 | $1.23M | 0.2% | -3.1% | 0.304% | |
| 2/17/2025 | Citadel Advisors LLC | 19,514 | $587K | 0.0% | -38.1% | 0.145% | |
| 2/17/2025 | Bank of America Corp DE | 259,067 | $7.80M | 0.0% | -3.2% | 1.928% | |
| 2/17/2025 | Ameriprise Financial Inc. | 118,791 | $3.58M | 0.0% | +15.7% | 0.884% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 7,293 | $220K | 0.0% | -25.5% | 0.054% | |
| 2/14/2025 | Jane Street Group LLC | 30,557 | $920K | 0.0% | -21.1% | 0.227% | |
| 2/14/2025 | Lido Advisors LLC | 16,103 | $485K | 0.0% | +21.6% | 0.120% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 10,102 | $304K | 0.0% | -45.1% | 0.075% | |
| 2/14/2025 | Freedom Investment Management Inc. | 7,152 | $215K | 0.0% | -9.1% | 0.053% | |
| 2/13/2025 | Mariner LLC | 28,006 | $843K | 0.0% | -3.3% | 0.208% | |
| 2/13/2025 | Raymond James Financial Inc. | 27,762 | $836K | 0.0% | N/A | 0.207% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 116,356 | $3.50M | 0.0% | -25.7% | 0.866% | |
| 2/13/2025 | Wells Fargo & Company MN | 29,345 | $883K | 0.0% | -13.4% | 0.218% | |
| 2/12/2025 | Thoroughbred Financial Services LLC | 40,371 | $1.22M | 0.1% | -4.1% | 0.300% | |
| 2/12/2025 | JPMorgan Chase & Co. | 41,009 | $1.23M | 0.0% | +5.2% | 0.305% | |
| 2/11/2025 | LPL Financial LLC | 382,700 | $11.52M | 0.0% | -44.9% | 2.847% | |
| 2/10/2025 | Harbour Investments Inc. | 12,336 | $371K | 0.0% | -5.3% | 0.092% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 63,634 | $1.92M | 0.0% | -6.5% | 0.473% | |
| 2/7/2025 | HighTower Advisors LLC | 43,736 | $1.32M | 0.0% | -5.2% | 0.325% | |
| 2/6/2025 | Raymond James Financial Inc. | 27,762 | $836K | 0.0% | N/A | 0.207% | |
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| 2/6/2025 | Planning Directions Inc. | 26,344 | $793K | 0.5% | -21.0% | 0.196% | |
| 2/6/2025 | Jones Financial Companies Lllp | 3,454 | $104K | 0.0% | +55.7% | 0.026% | |
| 2/3/2025 | Blackston Financial Advisory Group LLC | 14,170 | $427K | 0.2% | -5.4% | 0.105% | |
| 2/3/2025 | Pacific Sun Financial Corp | 72,690 | $2.19M | 1.2% | -6.3% | 0.541% | |
| 2/3/2025 | WealthBridge Capital Management LLC | 64,289 | $1.94M | 0.5% | -4.3% | 0.478% | |
| 2/3/2025 | Laidlaw Wealth Management LLC | 15,485 | $466K | 0.2% | -5.3% | 0.115% | |
| 1/31/2025 | Truist Financial Corp | 57,325 | $1.73M | 0.0% | +9.1% | 0.427% | |
| 1/30/2025 | Csenge Advisory Group | 78,573 | $2.37M | 0.1% | +4.4% | 0.585% | |
| 1/30/2025 | Allworth Financial LP | 7,471 | $218K | 0.0% | +187.5% | 0.056% | |
| 1/30/2025 | DHJJ Financial Advisors Ltd. | 42,412 | $1.28M | 0.5% | -4.1% | 0.316% | |
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