| 8/1/2025 | Koss Olinger Consulting LLC | 26,017 | $1.35M | 0.1% | -11.4% | 1.263% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 12,490 | $650K | 0.0% | -1.7% | 0.606% | |
| 7/24/2025 | Lmcg Investments LLC | 29,113 | $1.52M | 0.1% | +13.0% | 1.413% | |
| 7/23/2025 | Armbruster Capital Management Inc. | 170,203 | $8.86M | 1.6% | +3.4% | 8.262% | |
| 7/16/2025 | Paragon Capital Management Ltd | 14,270 | $742K | 0.1% | N/A | 0.686% | |
| 7/11/2025 | Farther Finance Advisors LLC | 13,629 | $709K | 0.0% | +670.4% | 0.655% | |
| 7/10/2025 | Focus Financial Network Inc. | 20,412 | $1.06M | 0.0% | -28.0% | 0.981% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 13,472 | $701K | 0.0% | +5.4% | 0.648% | |
| 5/19/2025 | Jane Street Group LLC | 4,427 | $229K | 0.0% | -47.5% | 0.217% | |
| 5/12/2025 | Koss Olinger Consulting LLC | 29,379 | $1.52M | 0.1% | -5.4% | 1.440% | |
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| 5/8/2025 | Harbour Investments Inc. | 1,605 | $83K | 0.0% | +1,063.0% | 0.081% | |
| 5/7/2025 | LPL Financial LLC | 215,300 | $11.13M | 0.0% | +0.3% | 10.819% | |
| 5/1/2025 | LRI Investments LLC | 766 | $40K | 0.0% | N/A | 0.038% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 12,701 | $657K | 0.0% | -3.6% | 0.638% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 8,776 | $454K | 0.0% | +7.2% | 0.441% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 7,386 | $382K | 0.0% | +12.1% | 0.371% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 69,904 | $3.62M | 0.0% | +19.9% | 3.513% | |
| 4/17/2025 | Sowell Financial Services LLC | 4,409 | $228K | 0.0% | N/A | 0.222% | |
| 4/16/2025 | Armbruster Capital Management Inc. | 164,643 | $8.52M | 1.7% | -1.5% | 8.665% | |
| 4/15/2025 | Focus Financial Network Inc. | 28,361 | $1.47M | 0.1% | N/A | 1.493% | |
| 4/10/2025 | Lmcg Investments LLC | 25,769 | $1.33M | 0.1% | +46.7% | 1.356% | |
| 4/1/2025 | MassMutual Private Wealth & Trust FSB | 12,781 | $661K | 0.0% | +91.1% | 0.673% | |
| 2/18/2025 | Sunbelt Securities Inc. | 653 | $32K | 0.0% | -37.8% | 0.027% | |
| 2/17/2025 | Cetera Investment Advisers | 4,093 | $201K | 0.0% | N/A | 0.167% | |
| 2/17/2025 | Bank of America Corp DE | 157,198 | $7.74M | 0.0% | -9.2% | 6.416% | |
| 2/14/2025 | Jane Street Group LLC | 8,429 | $415K | 0.0% | N/A | 0.344% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 13,181 | $649K | 0.0% | -4.7% | 0.538% | |
| 2/11/2025 | LPL Financial LLC | 214,604 | $10.56M | 0.0% | +14.0% | 8.759% | |
| 2/11/2025 | Koss Olinger Consulting LLC | 31,072 | $1.53M | 0.1% | -2.5% | 1.268% | |
| 2/6/2025 | Synergy Investment Management LLC | 1,502 | $74K | 0.0% | N/A | 0.061% | |
| 1/31/2025 | Truist Financial Corp | 9,685 | $477K | 0.0% | -2.3% | 0.395% | |
| 1/31/2025 | Sanctuary Advisors LLC | 6,585 | $340K | 0.0% | +6.8% | 0.269% | |
| 1/29/2025 | Avidian Wealth Enterprises LLC | 8,186 | $403K | 0.0% | -3.5% | 0.334% | |
| 1/24/2025 | Clear Creek Financial Management LLC | 185,525 | $9.13M | 1.0% | +7.5% | 7.572% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 3,320 | $163K | 0.0% | -6.8% | 0.136% | |
| 1/22/2025 | Armbruster Capital Management Inc. | 167,103 | $8.22M | 1.7% | -0.5% | 6.821% | |
| 1/16/2025 | Lmcg Investments LLC | 17,566 | $864K | 0.1% | +54.8% | 0.717% | |
| 1/16/2025 | MassMutual Private Wealth & Trust FSB | 6,689 | $329K | 0.0% | +800.3% | 0.273% | |
| 11/25/2024 | Sanctuary Advisors LLC | 6,164 | $331K | 0.0% | N/A | 0.252% | |
| 11/15/2024 | MML Investors Services LLC | 5,150 | $256K | 0.0% | N/A | 0.210% | |
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| 11/15/2024 | Arrowroot Family Office LLC | 15,883 | $791K | 0.5% | -3.7% | 0.648% | |
| 10/30/2024 | Avidian Wealth Enterprises LLC | 8,482 | $422K | 0.0% | -19.3% | 0.346% | |
| 10/29/2024 | Clear Creek Financial Management LLC | 172,516 | $8.59M | 1.0% | +0.6% | 7.041% | |
| 10/29/2024 | Lmcg Investments LLC | 11,351 | $565K | 0.0% | +7.0% | 0.463% | |
| 10/29/2024 | Farther Finance Advisors LLC | 1,749 | $87K | 0.0% | N/A | 0.071% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 6,401 | $319K | 0.0% | -67.1% | 0.261% | |
| 10/21/2024 | Koss Olinger Consulting LLC | 31,876 | $1.59M | 0.1% | -4.4% | 1.301% | |
| 10/2/2024 | Massmutual Trust Co. FSB ADV | 743 | $37K | 0.0% | N/A | 0.030% | |
| 8/21/2024 | Truist Financial Corp | 10,784 | $516K | 0.0% | N/A | 0.440% | |
| 8/9/2024 | Lmcg Investments LLC | 10,613 | $508K | 0.0% | +26.8% | 0.433% | |
| 8/6/2024 | Koss Olinger Consulting LLC | 33,332 | $1.60M | 0.1% | N/A | 1.360% | |
| 7/29/2024 | Armbruster Capital Management Inc. | 171,128 | $8.19M | 1.7% | -0.3% | 6.985% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 56,525 | $2.71M | 0.0% | +1.6% | 2.307% | |
| 7/26/2024 | Atomi Financial Group Inc. | 4,877 | $233K | 0.0% | N/A | 0.199% | |
| 7/25/2024 | Clear Creek Financial Management LLC | 171,530 | $8.21M | 1.0% | +4.2% | 7.001% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 12,857 | $641K | 0.0% | -13.4% | 0.549% | |
| 4/26/2024 | Clear Creek Financial Management LLC | 164,642 | $8.21M | 1.1% | +576.5% | 6.947% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 3,487 | $174K | 0.0% | -15.0% | 0.147% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 55,608 | $2.77M | 0.0% | N/A | 2.346% | |
| 4/24/2024 | Capasso Planning Partners LLC | 9,995 | $498K | 0.2% | -29.5% | 0.422% | |
| 4/23/2024 | Global Retirement Partners LLC | 5,562 | $277K | 0.0% | +87.0% | 0.235% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 37,205 | $1.86M | 0.0% | -2.5% | 1.570% | |
| 4/17/2024 | Trilogy Capital Inc. | 44,705 | $2.23M | 0.1% | +63.9% | 1.886% | |
| 4/15/2024 | Sunbelt Securities Inc. | 1,046 | $52K | 0.0% | -48.9% | 0.044% | |
| 2/12/2024 | Avestar Capital LLC | 23,440 | $1.04M | 0.1% | +34.9% | 1.010% | |
| 2/9/2024 | Assetmark Inc. | 615 | $27K | 0.0% | N/A | 0.027% | |
| 2/8/2024 | Lmcg Investments LLC | 5,988 | $265K | 0.0% | +6.0% | 0.258% | |
| 2/6/2024 | Avidian Wealth Solutions LLC | 14,847 | $656K | 0.0% | -30.6% | 0.640% | |
| 2/6/2024 | Great Valley Advisor Group Inc. | 10,129 | $448K | 0.0% | -2.2% | 0.437% | |
| 2/1/2024 | Armbruster Capital Management Inc. | 172,328 | $7.62M | 1.7% | +45.4% | 7.428% | |
| 2/1/2024 | Capital Investment Advisory Services LLC | 4,100 | $181K | 0.0% | -17.9% | 0.177% | |
| 1/31/2024 | Xponance Inc. | 88,700 | $3.92M | 0.0% | N/A | 3.823% | |
| 1/24/2024 | Clear Creek Financial Management LLC | 24,337 | $1.08M | 0.2% | N/A | 1.049% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 38,150 | $1.69M | 0.0% | -51.0% | 1.644% | |
| 1/12/2024 | Trilogy Capital Inc. | 27,276 | $1.21M | 0.1% | +50.1% | 1.176% | |
| 1/10/2024 | Creative Financial Designs Inc. ADV | 11,178 | $494K | 0.1% | +138.1% | 0.482% | |
| 11/13/2023 | LPL Financial LLC | 161,951 | $6.56M | 0.0% | +5.2% | 6.981% | |
| 11/13/2023 | Invesco Ltd. | 180,827 | $7.32M | 0.0% | -6.5% | 7.794% | |
| 10/26/2023 | Capasso Planning Partners LLC | 14,002 | $567K | 0.3% | +12.1% | 0.604% | |
| 10/25/2023 | Professional Financial Advisors LLC | 7,763 | $314K | 0.1% | N/A | 0.335% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 77,808 | $3.15M | 0.0% | +36.6% | 3.354% | |
| 10/20/2023 | Avestar Capital LLC | 17,378 | $704K | 0.1% | N/A | 0.749% | |
| 10/17/2023 | Armbruster Capital Management Inc. | 118,528 | $4.80M | 1.2% | +1.0% | 5.109% | |
| 10/16/2023 | Trilogy Capital Inc. | 18,170 | $736K | 0.0% | +25.1% | 0.783% | |
| 10/13/2023 | Global Retirement Partners LLC | 2,906 | $114K | 0.0% | +218.6% | 0.125% | |
| 10/13/2023 | Avidian Wealth Solutions LLC | 21,400 | $867K | 0.1% | -4.9% | 0.922% | |
| 10/11/2023 | Koss Olinger Consulting LLC | 48,716 | $1.97M | 0.3% | -1.8% | 2.100% | |
| 8/11/2023 | Capasso Planning Partners LLC | 12,490 | $508K | 0.3% | -3.1% | 0.538% | |
| 8/9/2023 | Flow Traders U.S. LLC | 12,298 | $501K | 0.0% | N/A | 0.530% | |
| 8/3/2023 | Avidian Wealth Solutions LLC | 22,498 | $916K | 0.1% | -2.7% | 0.970% | |
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| 8/3/2023 | Armbruster Capital Management Inc. | 117,325 | $4.78M | 1.2% | +2.3% | 5.057% | |
| 8/3/2023 | Lmcg Investments LLC | 5,523 | $225K | 0.0% | N/A | 0.238% | |
| 7/31/2023 | LPL Financial LLC | 153,951 | $6.27M | 0.0% | -0.4% | 6.636% | |
| 7/31/2023 | Koss Olinger Consulting LLC | 49,614 | $2.02M | 0.2% | -2.0% | 2.139% | |
| 7/28/2023 | Capital Investment Advisory Services LLC | 5,042 | $205K | 0.0% | -20.5% | 0.221% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 56,965 | $2.32M | 0.0% | -19.1% | 2.498% | |
| 7/24/2023 | Trilogy Capital Inc. | 14,522 | $616K | 0.0% | +123.0% | 0.637% | |
| 5/16/2023 | Goodman Advisory Group LLC | 110,941 | $4.45M | 2.4% | -70.0% | 4.317% | |
| 5/12/2023 | Koss Olinger Consulting LLC | 50,608 | $2.03M | 0.3% | -4.1% | 1.969% | |
| 5/11/2023 | Balentine LLC | 17,382 | $697K | 0.0% | -34.1% | 0.676% | |
