| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 63,591 | $1.63M | 0.0% | +101.8% | 0.300% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 33,425 | $858K | 0.0% | +125.8% | 0.160% | |
| 2/17/2025 | TrinityPoint Wealth LLC | 46,651 | $1.20M | 0.2% | +99.9% | 0.759% | |
| 2/17/2025 | Cetera Investment Advisers | 56,071 | $1.44M | 0.0% | +98.2% | 0.912% | |
| 2/17/2025 | Captrust Financial Advisors | 37,537 | $964K | 0.0% | +79.7% | 0.610% | |
| 2/17/2025 | Chapman Financial Group LLC | 5,800 | $149K | 0.1% | N/A | 0.094% | |
| 2/17/2025 | Bank of America Corp DE | 440,154 | $11.30M | 0.0% | +195.6% | 7.157% | |
| 2/14/2025 | West Paces Advisors Inc. | 17,685 | $454K | 0.1% | N/A | 0.288% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 25,720 | $660K | 0.0% | +123.1% | 0.418% | |
| 2/14/2025 | Jane Street Group LLC | 95,272 | $2.45M | 0.0% | +151.3% | 1.549% | |
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| 2/14/2025 | Berger Financial Group Inc | 24,560 | $631K | 0.0% | +100.0% | 0.399% | |
| 2/14/2025 | Capital Analysts LLC | 2,791 | $72K | 0.0% | +228.4% | 0.045% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 58,104 | $1.49M | 0.0% | +315.2% | 0.945% | |
| 2/13/2025 | CreativeOne Wealth LLC | 8,216 | $211K | 0.0% | N/A | 0.134% | |
| 2/13/2025 | Mariner LLC | 8,200 | $211K | 0.0% | +100.0% | 0.133% | |
| 2/13/2025 | SageView Advisory Group LLC | 39,734 | $1.02M | 0.0% | N/A | 0.646% | |
| 2/13/2025 | O ROURKE & COMPANY Inc | 88,406 | $2.27M | 1.1% | +111.9% | 1.437% | |
| 2/13/2025 | Savvy Advisors Inc. | 34,268 | $880K | 0.1% | +100.0% | 0.557% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 125,900 | $3.23M | 0.0% | +187.8% | 2.047% | |
| 2/12/2025 | CIBC Private Wealth Group LLC | 6,000 | $154K | 0.0% | +300.0% | 0.098% | |
| 2/12/2025 | RWA Wealth Partners LLC | 140,946 | $3.62M | 0.0% | +102.8% | 2.292% | |
| 2/12/2025 | BCO Wealth Management LLC | 28,101 | $722K | 0.6% | N/A | 0.457% | |
| 2/12/2025 | JPMorgan Chase & Co. | 29,378 | $754K | 0.0% | -49.5% | 0.478% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 9,794 | $253K | 0.0% | +100.0% | 0.159% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 31,875 | $819K | 0.1% | +211.6% | 0.518% | |
| 2/10/2025 | Carl Stuart Investment Advisor Inc. | 55,424 | $1.42M | 0.8% | N/A | 0.901% | |
| 2/7/2025 | Sequoia Financial Advisors LLC | 17,368 | $446K | 0.0% | +100.0% | 0.282% | |
| 2/7/2025 | HighTower Advisors LLC | 8,009 | $206K | 0.0% | +100.0% | 0.130% | |
| 2/7/2025 | Donaldson Capital Management LLC | 41,887 | $1.08M | 0.0% | +137.4% | 0.681% | |
| 2/7/2025 | Altiora Financial Group LLC | 20,000 | $514K | 0.1% | +100.0% | 0.325% | |
| 2/7/2025 | Larson Financial Group LLC | 1,006 | $26K | 0.0% | +100.8% | 0.016% | |
| 2/6/2025 | Charles Schwab Investment Management Inc. | 1,164,822 | $29.91M | 0.0% | +82.1% | 18.940% | |
| 2/6/2025 | TSA Wealth Managment LLC | 28,540 | $733K | 0.3% | +100.0% | 0.464% | |
| 2/6/2025 | Bedel Financial Consulting Inc. | 9,948 | $256K | 0.0% | +118.5% | 0.162% | |
| 2/6/2025 | Meridian Wealth Management LLC | 55,245 | $1.42M | 0.1% | +593.4% | 0.898% | |
| 2/6/2025 | Jones Financial Companies Lllp | 79,761 | $2.05M | 0.0% | N/A | 1.297% | |
| 2/5/2025 | Flputnam Investment Management Co. | 26,592 | $683K | 0.0% | +100.0% | 0.432% | |
| 2/5/2025 | LifeGoal Wealth Advisors | 8,920 | $229K | 0.2% | N/A | 0.145% | |
| 2/4/2025 | IFP Advisors Inc | 3,290 | $84K | 0.0% | +100.0% | 0.053% | |
| 2/4/2025 | WealthShield Partners LLC | 5,724 | $147K | 0.0% | +100.0% | 0.093% | |
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| 2/4/2025 | Golden Bell Financial Planning LLC | 13,554 | $348K | 0.3% | N/A | 0.220% | |
| 2/3/2025 | Element Wealth LLC | 7,350 | $189K | 0.1% | +100.0% | 0.120% | |
| 2/3/2025 | Bell Bank | 11,608 | $298K | 0.0% | N/A | 0.189% | |
| 1/31/2025 | Cornerstone Advisors Asset Management LLC | 46,195 | $1.19M | 0.3% | +269.2% | 0.751% | |
| 1/31/2025 | Truist Financial Corp | 5,275 | $135K | 0.0% | N/A | 0.086% | |
| 1/30/2025 | Compass Financial Group INC SD | 19,493 | $501K | 0.1% | +259.0% | 0.317% | |
| 1/30/2025 | Root Financial Partners LLC | 14,839 | $381K | 0.0% | N/A | 0.241% | |
| 1/30/2025 | Family Capital Management Inc. | 22,214 | $570K | 0.3% | +149.5% | 0.361% | |
| 1/29/2025 | CAP Partners LLC | 11,488 | $295K | 0.2% | +131.4% | 0.187% | |
| 1/24/2025 | Columbus Macro LLC | 56,848 | $1.46M | 0.2% | +266.8% | 0.924% | |
| 1/24/2025 | Resonant Capital Advisors LLC | 32,697 | $840K | 0.1% | N/A | 0.532% | |
| 1/23/2025 | Northeast Financial Group Inc. | 65,185 | $1.67M | 0.6% | N/A | 1.060% | |
| 1/23/2025 | VanderPol Investments L.L.C. | 80,182 | $2.06M | 4.5% | +93.8% | 1.304% | |
| 1/22/2025 | VCI Wealth Management LLC | 17,684 | $454K | 0.2% | +96.8% | 0.288% | |
| 1/17/2025 | Galvin Gaustad & Stein LLC | 17,790 | $457K | 0.0% | +101.5% | 0.289% | |
| 1/17/2025 | Avior Wealth Management LLC | 5,686 | $146K | 0.0% | +100.0% | 0.092% | |
| 1/16/2025 | Charles Schwab Trust Co | 815,340 | $20.94M | 1.8% | +196.8% | 13.258% | |
| 1/15/2025 | CGN Advisors LLC | 306,135 | $7.86M | 0.8% | +174.4% | 4.978% | |
| 1/14/2025 | Fiduciary Financial Group LLC | 40,081 | $1.02M | 0.2% | N/A | 0.652% | |
| 1/14/2025 | Myecfo LLC | 125,288 | $3.23M | 1.7% | +101.2% | 2.037% | |
| 1/13/2025 | AdvisorNet Financial Inc | 32,128 | $825K | 0.1% | +108.2% | 0.522% | |
| 1/13/2025 | Pallas Capital Advisors LLC | 539,702 | $13.86M | 0.6% | +12.2% | 8.776% | |
| 1/13/2025 | Kades & Cheifetz LLC | 14,189 | $364K | 0.2% | +102.1% | 0.231% | |
| 1/13/2025 | Wedmont Private Capital | 496,568 | $12.67M | 0.7% | +100.9% | 8.074% | |
| 12/26/2024 | JPMorgan Chase & Co. | 58,155 | $3.06M | 0.0% | +44.9% | 0.946% | |
| 12/13/2024 | B. Riley Wealth Advisors Inc. | 14,800 | $777K | 0.0% | +24.1% | 0.241% | |
| 11/15/2024 | Continuum Advisory LLC | 800 | $42K | 0.0% | +166.7% | 0.013% | |
| 11/15/2024 | Jane Street Group LLC | 37,916 | $1.99M | 0.0% | -43.8% | 0.617% | |
| 11/15/2024 | HighTower Advisors LLC | 4,005 | $210K | 0.0% | N/A | 0.065% | |
| 11/14/2024 | Captrust Financial Advisors | 20,888 | $1.10M | 0.0% | +3.5% | 0.340% | |
| 11/12/2024 | Larson Financial Group LLC | 501 | $26K | 0.0% | N/A | 0.008% | |
| 11/12/2024 | Family Capital Management Inc. | 8,903 | $468K | 0.3% | +26.8% | 0.145% | |
| 11/12/2024 | Meridian Wealth Management LLC | 7,967 | $419K | 0.0% | N/A | 0.130% | |
| 11/12/2024 | Charles Schwab Investment Management Inc. | 639,567 | $33.60M | 0.0% | -0.2% | 10.399% | |
| 11/8/2024 | Avior Wealth Management LLC | 2,843 | $149K | 0.0% | N/A | 0.046% | |
| 11/6/2024 | TSA Wealth Managment LLC | 14,269 | $750K | 0.3% | +106.7% | 0.232% | |
| 11/6/2024 | Balboa Wealth Partners | 9,391 | $493K | 0.1% | -12.7% | 0.153% | |
| 10/30/2024 | Maia Wealth LLC | 11,983 | $629K | 0.2% | +47.2% | 0.195% | |
| 10/29/2024 | Donaldson Capital Management LLC | 17,641 | $927K | 0.0% | +61.0% | 0.287% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 10,230 | $537K | 0.0% | +27.7% | 0.166% | |
| 10/28/2024 | O ROURKE & COMPANY Inc | 41,723 | $2.19M | 1.1% | -3.8% | 0.678% | |
| 10/25/2024 | Pallas Capital Advisors LLC | 481,159 | $25.28M | 1.0% | +220.0% | 7.824% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 31,507 | $1.66M | 0.0% | +5.6% | 0.512% | |
| 10/23/2024 | Blackston Financial Advisory Group LLC | 3,824 | $201K | 0.1% | N/A | 0.062% | |
| 10/23/2024 | Element Wealth LLC | 3,675 | $193K | 0.1% | +64.1% | 0.060% | |
| 10/19/2024 | Columbus Macro LLC | 15,500 | $814K | 0.3% | +55.0% | 0.252% | |
| 10/11/2024 | Creative Planning | 19,067 | $1.00M | 0.0% | N/A | 0.310% | |
| 10/9/2024 | Charles Schwab Trust Co | 274,741 | $14.43M | 1.2% | +1.7% | 4.467% | |
| 10/9/2024 | Wedmont Private Capital | 247,189 | $12.88M | 0.7% | -0.7% | 4.019% | |
| 10/7/2024 | Myecfo LLC | 62,279 | $3.28M | 1.8% | +6.4% | 1.013% | |
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| 10/7/2024 | Miracle Mile Advisors LLC | 3,818 | $201K | 0.0% | N/A | 0.062% | |
| 8/22/2024 | Cetera Investment Advisers | 28,903 | $1.49M | 0.0% | -20.6% | 0.470% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 11,925 | $613K | 0.0% | +160.7% | 0.194% | |
| 8/16/2024 | Susquehanna International Group LLP | 186,259 | $9.57M | 0.0% | +578.0% | 3.029% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 38,840 | $2.00M | 0.0% | +18.6% | 0.632% | |
| 7/27/2024 | TSA Wealth Managment LLC | 6,903 | $355K | 0.2% | N/A | 0.112% | |
| 7/22/2024 | Pallas Capital Advisors LLC | 150,361 | $7.78M | 0.3% | +6.7% | 2.445% | |
| 7/19/2024 | CAP Partners LLC | 4,955 | $255K | 0.2% | N/A | 0.081% | |
| 7/18/2024 | O ROURKE & COMPANY Inc | 43,384 | $2.23M | 1.3% | -2.7% | 0.705% | |
| 7/17/2024 | Galvin Gaustad & Stein LLC | 8,779 | $451K | 0.0% | +30.2% | 0.143% | |
