| 8/8/2025 | Citizens Financial Group Inc. RI | 23,097 | $926K | 0.0% | -29.0% | 0.076% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 7,960 | $316K | 0.0% | +12.3% | 0.026% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 5,309 | $211K | 0.0% | +17.6% | 0.017% | |
| 8/8/2025 | SBI Securities Co. Ltd. | 961 | $38K | 0.0% | +49.5% | 0.003% | |
| 8/7/2025 | Allworth Financial LP | 1,773 | $70K | 0.0% | +384.4% | 0.006% | |
| 8/6/2025 | Capasso Planning Partners LLC | 10,780 | $428K | 0.2% | N/A | 0.036% | |
| 8/6/2025 | Wedbush Securities Inc. | 38,836 | $1.54M | 0.1% | +7.1% | 0.128% | |
| 8/5/2025 | Verity Asset Management Inc. | 52,947 | $2.10M | 1.0% | +3.3% | 0.175% | |
| 8/5/2025 | Bank of Montreal Can | 8,049 | $319K | 0.0% | +1,232.6% | 0.027% | |
| 8/5/2025 | Wakefield Asset Management LLLP | 77,724 | $3.09M | 0.9% | +3.5% | 0.256% | |
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| 8/5/2025 | Aviance Capital Partners LLC | 12,250 | $486K | 0.1% | N/A | 0.040% | |
| 8/4/2025 | Kovack Advisors Inc. | 13,171 | $523K | 0.1% | -86.1% | 0.043% | |
| 8/4/2025 | Arkadios Wealth Advisors | 8,118 | $322K | 0.0% | N/A | 0.027% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 31,312 | $1.24M | 0.0% | N/A | 0.103% | |
| 7/31/2025 | West Michigan Advisors LLC | 5,511 | $221K | 0.1% | N/A | 0.018% | |
| 7/30/2025 | Rothschild Capital Partners LLC | 437,736 | $17.37M | 4.6% | +79.1% | 1.443% | |
| 7/30/2025 | Sterling Investment Management LLC | 100,587 | $3.99M | 2.6% | N/A | 0.332% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 22,794 | $904K | 0.0% | N/A | 0.075% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 71,579 | $2.84M | 0.1% | -81.1% | 0.236% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 248,200 | $9.85M | 0.2% | +24.7% | 0.818% | |
| 7/25/2025 | Commonwealth Financial Services LLC | 57,642 | $2.29M | 0.4% | N/A | 0.190% | |
| 7/24/2025 | Advanced Asset Management Advisors Inc | 8,500 | $337K | 0.1% | N/A | 0.028% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 56,394 | $2.24M | 0.2% | -4.8% | 0.186% | |
| 7/23/2025 | RiverTree Advisors LLC | 14,929 | $592K | 0.4% | N/A | 0.049% | |
| 7/23/2025 | Lattice Capital Management LLC | 55,000 | $2.18M | 2.4% | N/A | 0.182% | |
| 7/22/2025 | Belpointe Asset Management LLC | 11,292 | $448K | 0.0% | -4.4% | 0.037% | |
| 7/22/2025 | CPR Investments Inc. | 195,389 | $7.75M | 6.0% | +3.3% | 0.646% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 13,500 | $536K | 0.0% | -27.0% | 0.045% | |
| 7/21/2025 | J. Safra Sarasin Holding AG | 25,181 | $999K | 0.0% | +385.2% | 0.083% | |
| 7/18/2025 | PFG Investments LLC | 16,507 | $655K | 0.0% | N/A | 0.056% | |
| 7/16/2025 | ORG Partners LLC | 28,310 | $1.13M | 0.2% | N/A | 0.100% | |
| 7/16/2025 | One Plus One Wealth Management LLC | 79,982 | $3.17M | 1.7% | -0.7% | 0.283% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 2,750 | $109K | 0.0% | N/A | 0.010% | |
| 7/15/2025 | Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,085 | $321K | 0.1% | +55.5% | 0.029% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 27,050 | $1.07M | 0.0% | -25.2% | 0.097% | |
| 7/11/2025 | Farther Finance Advisors LLC | 962 | $38K | 0.0% | N/A | 0.003% | |
| 7/11/2025 | AFG Fiduciary Services Limited Partnership | 68,420 | $2.72M | 0.7% | N/A | 0.248% | |
| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 1,730 | $69K | 0.0% | N/A | 0.006% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 10,106 | $397K | 0.0% | -76.6% | 0.037% | |
| 7/8/2025 | Little House Capital LLC | 5,647 | $224K | 0.1% | -63.6% | 0.020% | |
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| 7/8/2025 | First National Corp MA ADV | 309,613 | $12.29M | 2.5% | -25.1% | 1.121% | |
| 7/7/2025 | Discipline Wealth Solutions LLC | 16,450 | $653K | 0.3% | -9.2% | 0.062% | |
| 6/12/2025 | Sheets Smith Investment Management | 6,657 | $297K | 0.3% | N/A | 0.020% | |
| 5/20/2025 | Belpointe Asset Management LLC | 11,808 | $526K | 0.0% | N/A | 0.034% | |
| 5/20/2025 | Focus Partners Wealth | 395,129 | $17.61M | 0.0% | +2.1% | 1.134% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 259,155 | $11.55M | 0.8% | +14.9% | 0.744% | |
| 5/16/2025 | Sepio Capital LP | 7,500 | $334K | 0.0% | +7.1% | 0.022% | |
| 5/16/2025 | NewEdge Advisors LLC | 1,087 | $48K | 0.0% | -94.0% | 0.003% | |
| 5/15/2025 | Flputnam Investment Management Co. | 5,720 | $255K | 0.0% | N/A | 0.016% | |
| 5/15/2025 | Brasada Capital Management LP | 72,800 | $3.24M | 0.6% | N/A | 0.209% | |
| 5/14/2025 | CreativeOne Wealth LLC | 5,031 | $224K | 0.0% | -55.3% | 0.014% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 15,406 | $687K | 0.1% | +2.5% | 0.044% | |
| 5/14/2025 | Comerica Bank | 8,709 | $388K | 0.0% | +6.7% | 0.025% | |
| 5/14/2025 | Jump Financial LLC | 64,779 | $2.89M | 0.0% | N/A | 0.186% | |
| 5/14/2025 | Lionsbridge Wealth Management LLC | 8,094 | $361K | 0.3% | N/A | 0.023% | |
| 5/13/2025 | HighTower Advisors LLC | 104,503 | $4.66M | 0.0% | N/A | 0.300% | |
| 5/9/2025 | Headlands Technologies LLC | 1,316 | $59K | 0.0% | -97.1% | 0.004% | |
| 5/9/2025 | Citizens Financial Group Inc. RI | 32,521 | $1.46M | 0.0% | N/A | 0.093% | |
| 5/9/2025 | Blair William & Co. IL | 1,985 | $88K | 0.0% | +33.7% | 0.006% | |
| 5/9/2025 | J. Safra Sarasin Holding AG | 5,190 | $231K | 0.0% | -83.3% | 0.015% | |
| 5/8/2025 | XTX Topco Ltd | 20,972 | $935K | 0.0% | +86.5% | 0.071% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 7,090 | $316K | 0.0% | +37.0% | 0.024% | |
| 5/7/2025 | Avalon Capital Management | 4,500 | $201K | 0.1% | N/A | 0.015% | |
| 5/7/2025 | LPL Financial LLC | 137,404 | $6.12M | 0.0% | +4.1% | 0.464% | |
| 5/7/2025 | Robinson Value Management Ltd. | 238,521 | $10.63M | 6.9% | N/A | 0.805% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 171,617 | $7.65M | 0.0% | N/A | 0.579% | |
| 5/6/2025 | Kovack Advisors Inc. | 94,521 | $4.21M | 0.4% | +775.5% | 0.319% | |
| 5/6/2025 | Wakefield Asset Management LLLP | 75,096 | $3.35M | 1.0% | -63.9% | 0.253% | |
| 5/6/2025 | Wedbush Securities Inc. | 36,250 | $1.62M | 0.1% | -2.9% | 0.122% | |
| 5/6/2025 | Financial Sense Advisors Inc. | 62,894 | $2.80M | 0.8% | N/A | 0.212% | |
| 5/5/2025 | Wealth Quarterback LLC | 7,215 | $322K | 0.2% | N/A | 0.024% | |
| 5/5/2025 | Private Advisor Group LLC | 8,153 | $363K | 0.0% | N/A | 0.028% | |
| 5/5/2025 | Diversify Advisory Services LLC | 5,806 | $258K | 0.0% | N/A | 0.020% | |
| 5/2/2025 | Litman Gregory Wealth Management LLC | 9,375 | $418K | 0.0% | N/A | 0.032% | |
| 5/2/2025 | Stack Financial Management Inc | 1,248,568 | $55.64M | 4.6% | N/A | 4.212% | |
| 5/1/2025 | CWM LLC | 23,030 | $1.03M | 0.0% | +4,884.8% | 0.078% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 199,101 | $8.87M | 0.2% | +2.1% | 0.672% | |
| 4/30/2025 | M&T Bank Corp | 8,860 | $395K | 0.0% | N/A | 0.030% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 379,232 | $16.90M | 0.9% | +93.2% | 1.279% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 36,175 | $1.61M | 0.0% | -36.7% | 0.122% | |
| 4/29/2025 | Discipline Wealth Solutions LLC | 18,123 | $808K | 0.4% | -10.8% | 0.061% | |
| 4/28/2025 | North Capital Inc. | 3,688 | $164K | 0.2% | N/A | 0.012% | |
| 4/28/2025 | Summit Trail Advisors LLC | 44,700 | $1.99M | 0.1% | N/A | 0.151% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 59,243 | $2.64M | 0.3% | +0.7% | 0.200% | |
| 4/25/2025 | Verity Asset Management Inc. | 51,256 | $2.28M | 0.9% | -2.4% | 0.173% | |
| 4/25/2025 | Little House Capital LLC | 15,512 | $691K | 0.2% | N/A | 0.052% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 18,500 | $829K | 0.0% | +64.4% | 0.062% | |
| 4/23/2025 | Golden State Wealth Management LLC | 1,478 | $66K | 0.0% | +100.0% | 0.005% | |
| 4/23/2025 | Global Assets Advisory LLC | 4,864 | $219K | 0.0% | N/A | 0.016% | |
| 4/23/2025 | Consolidated Portfolio Review Corp | 8,865 | $395K | 0.1% | N/A | 0.030% | |
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| 4/23/2025 | Oppenheimer & Co. Inc. | 28,968 | $1.29M | 0.0% | +18.1% | 0.098% | |
| 4/22/2025 | Ridgecrest Wealth Partners LLC | 7,250 | $323K | 0.2% | +34.3% | 0.024% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 32,203 | $1.44M | 0.0% | +11.7% | 0.109% | |
| 4/21/2025 | Stableford Capital II LLC | 181,794 | $8.50M | 3.5% | +147.6% | 0.613% | |
| 4/21/2025 | HCR Wealth Advisors | 5,212 | $232K | 0.0% | -22.3% | 0.018% | |
| 4/17/2025 | Kaydan Wealth Management Inc. | 152,228 | $6.78M | 2.2% | N/A | 0.514% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 43,162 | $1.92M | 0.0% | +63.6% | 0.162% | |
| 4/15/2025 | Integrated Advisors Network LLC | 16,286 | $726K | 0.0% | N/A | 0.061% | |
| 4/14/2025 | One Plus One Wealth Management LLC | 80,568 | $3.59M | 2.0% | -23.7% | 0.302% | |
| 4/11/2025 | First National Corp MA ADV | 413,339 | $18.42M | 4.1% | -16.2% | 1.550% | |
