| 3/24/2025 | Mascagni Wealth Management Inc. | 1,276 | $50K | 0.0% | N/A | 0.001% | |
| 2/24/2025 | Ameriflex Group Inc. | 20,074 | $797K | 0.4% | N/A | 0.023% | |
| 2/22/2025 | American Trust | 9,920 | $391K | 0.0% | N/A | 0.014% | |
| 2/18/2025 | Fourth Dimension Wealth LLC | 2,251 | $91K | 0.0% | N/A | 0.003% | |
| 2/18/2025 | Continuum Advisory LLC | 10,719 | $422K | 0.1% | +29.9% | 0.015% | |
| 2/17/2025 | Captrust Financial Advisors | 249,546 | $9.83M | 0.0% | +12.8% | 0.348% | |
| 2/17/2025 | Baird Financial Group Inc. | 28,143 | $1.11M | 0.0% | N/A | 0.039% | |
| 2/14/2025 | Betterment LLC | 5,460 | $215K | 0.0% | -29.2% | 0.008% | |
| 2/14/2025 | IHT Wealth Management LLC | 9,656 | $380K | 0.0% | +7.0% | 0.013% | |
| 2/13/2025 | Keystone Financial Group | 192,400 | $7.58M | 0.7% | N/A | 0.268% | |
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| 2/13/2025 | Jaffetilchin Investment Partners LLC | 80,641 | $3.18M | 0.2% | +34.9% | 0.112% | |
| 2/13/2025 | Waterloo Capital L.P. | 9,347 | $368K | 0.0% | -47.2% | 0.013% | |
| 2/12/2025 | Perritt Capital Management Inc | 2,366 | $93K | 0.0% | +29.5% | 0.003% | |
| 2/12/2025 | JPMorgan Chase & Co. | 17,453 | $687K | 0.0% | +26.6% | 0.024% | |
| 2/12/2025 | Ariadne Wealth Management LP | 7,071 | $281K | 0.1% | N/A | 0.010% | |
| 2/10/2025 | Horizon Investments LLC | 672,066 | $26.36M | 0.8% | +0.7% | 0.936% | |
| 2/10/2025 | Eldridge Investment Advisors Inc. | 5,834 | $230K | 0.1% | -92.0% | 0.008% | |
| 2/10/2025 | Family Firm Inc. | 181,255 | $7.14M | 1.2% | +0.4% | 0.252% | |
| 2/10/2025 | Greatmark Investment Partners Inc. | 14,025 | $552K | 0.1% | N/A | 0.020% | |
| 2/10/2025 | Farther Finance Advisors LLC | 18,235 | $718K | 0.0% | N/A | 0.025% | |
| 2/7/2025 | United Community Bank | 30,399 | $1.20M | 0.5% | +16.3% | 0.042% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 4,713 | $186K | 0.0% | N/A | 0.007% | |
| 2/5/2025 | Motco | 26,422 | $1.04M | 0.1% | +8.6% | 0.037% | |
| 2/5/2025 | Private Trust Co. NA | 14,043 | $553K | 0.1% | +26.7% | 0.020% | |
| 2/5/2025 | Pointe Capital Management LLC | 28,933 | $1.14M | 0.7% | +3.5% | 0.040% | |
| 2/4/2025 | Bank of New York Mellon Corp | 1,503,537 | $59.22M | 0.0% | +4.1% | 2.094% | |
| 1/31/2025 | Pinnacle Wealth Management Advisory Group LLC | 216,590 | $8.53M | 0.8% | +9.0% | 0.302% | |
| 1/30/2025 | Vicus Capital | 280,078 | $11.03M | 1.0% | +1.9% | 0.390% | |
| 1/29/2025 | Diversified Portfolios Inc. | 23,603 | $930K | 0.1% | N/A | 0.033% | |
| 1/24/2025 | Richardson Financial Services Inc. | 12,175 | $480K | 0.3% | -21.6% | 0.017% | |
| 1/23/2025 | USAdvisors Wealth Management LLC | 59,725 | $2.35M | 0.8% | +24.5% | 0.083% | |
| 1/23/2025 | Strategic Blueprint LLC | 7,965 | $314K | 0.0% | N/A | 0.011% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 37,167 | $1.46M | 0.1% | N/A | 0.052% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 91,158 | $3.59M | 0.0% | +5.8% | 0.127% | |
| 1/17/2025 | Janney Capital Management LLC | 717,924 | $28.28M | 1.9% | -6.5% | 1.000% | |
| 1/15/2025 | Arkadios Wealth Advisors | 17,102 | $674K | 0.0% | -6.5% | 0.024% | |
| 1/15/2025 | Householder Group Estate & Retirement Specialist LLC | 2,528 | $99K | 0.1% | -20.0% | 0.004% | |
| 12/26/2024 | JPMorgan Chase & Co. | 13,790 | $571K | 0.0% | -77.9% | 0.019% | |
| 11/18/2024 | Virtue Capital Management LLC | 11,608 | $481K | 0.1% | +27.2% | 0.016% | |
| 11/15/2024 | IHT Wealth Management LLC | 9,026 | $374K | 0.0% | +20.0% | 0.013% | |
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| 11/14/2024 | Captrust Financial Advisors | 221,157 | $9.16M | 0.0% | +3.9% | 0.308% | |
| 11/13/2024 | Private Trust Co. NA | 11,083 | $459K | 0.0% | +13.1% | 0.015% | |
| 11/5/2024 | Prime Capital Investment Advisors LLC | 111,897 | $4.63M | 0.1% | -13.2% | 0.156% | |
| 11/4/2024 | Jaffetilchin Investment Partners LLC | 59,792 | $2.48M | 0.2% | +114.8% | 0.083% | |
| 11/1/2024 | Hollencrest Capital Management | 53,263 | $2.21M | 0.1% | -5.6% | 0.074% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 86,125 | $3.57M | 0.0% | +4.2% | 0.120% | |
| 10/29/2024 | Janney Capital Management LLC | 767,954 | $31.79M | 2.1% | -1.8% | 1.070% | |
| 10/25/2024 | 1620 Investment Advisors Inc. | 40,146 | $1.66M | 1.2% | -2.4% | 0.056% | |
| 10/24/2024 | Pointe Capital Management LLC | 27,958 | $1.16M | 0.7% | +20.3% | 0.039% | |
| 10/24/2024 | Arkadios Wealth Advisors | 18,290 | $757K | 0.0% | N/A | 0.025% | |
| 10/21/2024 | Vicus Capital | 274,801 | $11.38M | 1.0% | +20.6% | 0.383% | |
| 10/15/2024 | NBC Securities Inc. | 43,685 | $1.81M | 0.2% | -7.2% | 0.061% | |
| 8/12/2024 | Richardson Financial Services Inc. | 15,533 | $617K | 0.4% | -4.5% | 0.022% | |
| 8/12/2024 | Waterloo Capital L.P. | 16,197 | $643K | 0.1% | +6.8% | 0.023% | |
| 8/9/2024 | Prime Capital Investment Advisors LLC | 128,866 | $5.12M | 0.1% | -5.5% | 0.179% | |
| 8/9/2024 | ICA Group Wealth Management LLC | 2,600 | $103K | 0.1% | -83.3% | 0.004% | |
| 8/8/2024 | Perritt Capital Management Inc | 1,804 | $72K | 0.0% | +102.9% | 0.003% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 1,750 | $70K | 0.0% | N/A | 0.002% | |
| 8/1/2024 | Eldridge Investment Advisors Inc. | 63,485 | $2.52M | 0.6% | +12.4% | 0.088% | |
| 7/26/2024 | Bank of New York Mellon Corp | 1,447,324 | $57.49M | 0.0% | +6.5% | 2.016% | |
| 7/25/2024 | Pinnacle Wealth Management Advisory Group LLC | 99,500 | $3.95M | 0.4% | +4.4% | 0.139% | |
| 7/24/2024 | Family Firm Inc. | 178,416 | $7.09M | 0.8% | +50.5% | 0.248% | |
| 7/23/2024 | 1620 Investment Advisors Inc. | 41,123 | $1.63M | 1.3% | +12.1% | 0.057% | |
| 7/23/2024 | Vicus Capital | 227,912 | $9.05M | 0.8% | -9.9% | 0.317% | |
| 7/20/2024 | Continuum Advisory LLC | 8,230 | $327K | 0.0% | -4.8% | 0.011% | |
| 7/16/2024 | GPS Wealth Strategies Group LLC | 4,469 | $178K | 0.0% | -20.0% | 0.006% | |
| 7/10/2024 | NBC Securities Inc. | 47,097 | $1.87M | 0.2% | +9.1% | 0.066% | |
| 7/9/2024 | Arden Trust Co | 1,112,322 | $44.18M | 6.2% | -2.8% | 1.549% | |
| 6/26/2024 | Financial Gravity Asset Management Inc. | 3,743 | $150K | 0.0% | N/A | 0.005% | |
| 6/11/2024 | EverSource Wealth Advisors LLC | 12,892 | $503K | 0.0% | -46.9% | 0.018% | |
| 5/13/2024 | Rockport Wealth LLC | 19,671 | $788K | 0.3% | N/A | 0.027% | |
| 5/11/2024 | Aufman Associates Inc | 6,989 | $280K | 0.2% | +12.9% | 0.010% | |
| 5/10/2024 | TIAA Trust National Association | 6,547 | $262K | 0.0% | N/A | 0.009% | |
| 5/10/2024 | Motco | 23,363 | $936K | 0.1% | +1.6% | 0.033% | |
| 5/7/2024 | Pointe Capital Management LLC | 19,671 | $788K | 0.5% | +63.0% | 0.027% | |
| 5/4/2024 | Richardson Financial Services Inc. | 16,257 | $651K | 0.5% | -11.0% | 0.023% | |
| 5/3/2024 | United Community Bank | 14,256 | $571K | 0.2% | +5.4% | 0.020% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 43,562 | $1.74M | 0.7% | +6.8% | 0.061% | |
| 5/2/2024 | Family Firm Inc. | 118,521 | $4.75M | 1.1% | +0.9% | 0.165% | |
| 5/1/2024 | Janney Capital Management LLC | 789,197 | $31.61M | 2.1% | -2.1% | 1.099% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 96,735 | $3.87M | 0.0% | -21.2% | 0.135% | |
| 4/25/2024 | Triumph Capital Management | 7,801 | $310K | 0.1% | -10.9% | 0.011% | |
| 4/17/2024 | Vicus Capital | 253,089 | $10.14M | 0.9% | +4.7% | 0.353% | |
| 4/5/2024 | NBC Securities Inc. | 43,188 | $1.73M | 0.2% | -11.2% | 0.057% | |
| 4/3/2024 | Arden Trust Co | 1,144,751 | $45.85M | 6.4% | +2.4% | 1.521% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 24,225 | $975K | 0.2% | -63.9% | 0.032% | |
| 3/4/2024 | Richardson Financial Services Inc. | 18,270 | $735K | 0.6% | N/A | 0.024% | |
| 2/14/2024 | Waterloo Capital L.P. | 22,297 | $897K | 0.1% | +5.6% | 0.030% | |
| 2/13/2024 | United Community Bank | 13,529 | $545K | 0.2% | -2.4% | 0.018% | |
| 2/9/2024 | Tidemark LLC | 6,570 | $264K | 0.2% | N/A | 0.009% | |
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| 2/9/2024 | EverSource Wealth Advisors LLC | 24,279 | $977K | 0.1% | +723.0% | 0.032% | |
| 2/9/2024 | Keystone Financial Group | 20,859 | $840K | 0.1% | -72.3% | 0.028% | |
| 2/9/2024 | Motco | 22,988 | $925K | 0.1% | -4.9% | 0.031% | |
| 2/8/2024 | Janney Capital Management LLC | 805,948 | $32.44M | 2.2% | -5.5% | 1.071% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 122,723 | $4.94M | 0.0% | -1.3% | 0.163% | |
| 2/7/2024 | NBC Securities Inc. | 48,658 | $1.96M | 0.2% | -0.8% | 0.065% | |
| 2/7/2024 | Pinnacle Wealth Management Advisory Group LLC | 83,552 | $3.36M | 0.4% | +1.7% | 0.111% | |
| 2/6/2024 | Pointe Capital Management LLC | 12,070 | $486K | 0.3% | N/A | 0.016% | |
| 2/6/2024 | Eldridge Investment Advisors Inc. | 36,285 | $1.46M | 0.4% | N/A | 0.048% | |
| 2/5/2024 | Triumph Capital Management | 8,759 | $353K | 0.1% | -13.4% | 0.012% | |
