| 8/15/2025 | Corient Private Wealth LLC | 116,376 | $8.21M | 0.0% | +99.1% | 3.778% | |
| 8/15/2025 | Captrust Financial Advisors | 21,828 | $1.54M | 0.0% | +15.4% | 0.709% | |
| 8/15/2025 | Bank of America Corp DE | 95,450 | $6.73M | 0.0% | -10.1% | 3.099% | |
| 8/15/2025 | Ameriprise Financial Inc. | 40,433 | $2.98M | 0.0% | -9.9% | 1.313% | |
| 8/14/2025 | Jane Street Group LLC | 6,314 | $445K | 0.0% | -38.8% | 0.205% | |
| 8/14/2025 | Raymond James Financial Inc. | 16,738 | $1.18M | 0.0% | -1.9% | 0.543% | |
| 8/12/2025 | Prudential PLC | 59,624 | $4.21M | 0.0% | +77.7% | 1.936% | |
| 8/11/2025 | Slagle Financial LLC | 3,449 | $243K | 0.1% | -7.1% | 0.112% | |
| 8/8/2025 | WealthShield Partners LLC | 18,196 | $1.28M | 0.2% | +2.8% | 0.592% | |
| 8/6/2025 | AE Wealth Management LLC | 322,902 | $22.78M | 0.2% | -2.9% | 10.501% | |
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| 8/4/2025 | Crescent Sterling Ltd. | 6,323 | $446K | 0.5% | -17.4% | 0.206% | |
| 8/4/2025 | Buckhead Capital Management LLC | 3,666 | $259K | 0.1% | +5.6% | 0.119% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 16,432 | $1.16M | 0.0% | -5.6% | 0.534% | |
| 7/31/2025 | Richards Merrill & Peterson Inc. | 8,156 | $575K | 0.3% | +17.6% | 0.265% | |
| 7/30/2025 | LifeWealth Investments LLC | 10,434 | $736K | 0.2% | +15.5% | 0.339% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 66,159 | $4.67M | 0.1% | N/A | 2.152% | |
| 7/29/2025 | Private Trust Co. NA | 635 | $45K | 0.0% | +170.2% | 0.021% | |
| 7/22/2025 | Simplicity Wealth LLC | 9,984 | $704K | 0.0% | +67.1% | 0.324% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 390 | $28K | 0.0% | N/A | 0.013% | |
| 7/18/2025 | B.O.S.S. Retirement Advisors LLC | 35,281 | $2.49M | 0.6% | -10.0% | 1.147% | |
| 7/18/2025 | Truist Financial Corp | 14,113 | $996K | 0.0% | -7.9% | 0.459% | |
| 7/11/2025 | Farther Finance Advisors LLC | 3,645 | $257K | 0.0% | -7.1% | 0.117% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 19,371 | $1.38M | 0.0% | -38.5% | 0.620% | |
| 5/19/2025 | Jane Street Group LLC | 10,312 | $671K | 0.0% | +162.3% | 0.350% | |
| 5/15/2025 | Royal Bank of Canada | 34,668 | $2.26M | 0.0% | -34.8% | 1.175% | |
| 5/13/2025 | Prudential PLC | 33,544 | $2.18M | 0.0% | +57.1% | 1.137% | |
| 5/9/2025 | WealthShield Partners LLC | 17,702 | $1.15M | 0.1% | +2.5% | 0.600% | |
| 5/9/2025 | Wealthspire Advisors LLC | 35,593 | $2.32M | 0.0% | +0.6% | 1.207% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 4,948 | $322K | 0.0% | -14.4% | 0.168% | |
| 5/7/2025 | Vantage Financial Partners LLC | 5,730 | $373K | 0.1% | -12.5% | 0.194% | |
| 5/7/2025 | Richards Merrill & Peterson Inc. | 6,936 | $452K | 0.2% | -4.1% | 0.235% | |
| 5/7/2025 | LPL Financial LLC | 110,546 | $7.20M | 0.0% | +5.6% | 3.747% | |
| 5/6/2025 | AE Wealth Management LLC | 332,401 | $21.64M | 0.2% | -1.9% | 11.268% | |
| 5/5/2025 | Buckhead Capital Management LLC | 3,471 | $226K | 0.1% | +5.3% | 0.118% | |
| 5/2/2025 | Larson Financial Group LLC | 2,147 | $140K | 0.0% | -7.5% | 0.073% | |
| 5/1/2025 | Park Square Financial Group LLC | 4,109 | $268K | 0.2% | +6.5% | 0.139% | |
| 4/30/2025 | Pineridge Advisors LLC | 453 | $29K | 0.0% | -25.6% | 0.015% | |
| 4/30/2025 | Slagle Financial LLC | 3,712 | $242K | 0.1% | -7.8% | 0.126% | |
| 4/21/2025 | LifeWealth Investments LLC | 9,032 | $588K | 0.2% | +55.0% | 0.306% | |
| 4/15/2025 | Crescent Sterling Ltd. | 7,652 | $498K | 0.5% | -6.7% | 0.259% | |
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| 4/15/2025 | Simplicity Wealth LLC | 5,974 | $389K | 0.0% | N/A | 0.203% | |
| 2/28/2025 | Park Square Financial Group LLC | 3,857 | $239K | 0.2% | N/A | 0.131% | |
| 2/26/2025 | LifeWealth Investments LLC | 5,827 | $362K | 0.2% | N/A | 0.198% | |
| 2/17/2025 | Captrust Financial Advisors | 18,547 | $1.15M | 0.0% | -3.6% | 0.554% | |
| 2/17/2025 | Bank of America Corp DE | 115,548 | $7.17M | 0.0% | -1.5% | 3.449% | |
| 2/17/2025 | Ameriprise Financial Inc. | 96,101 | $5.97M | 0.0% | +3.0% | 2.869% | |
| 2/14/2025 | Jane Street Group LLC | 3,932 | $244K | 0.0% | -57.6% | 0.117% | |
| 2/14/2025 | Transce3nd LLC | 1,568 | $97K | 0.0% | N/A | 0.047% | |
| 2/13/2025 | Raymond James Financial Inc. | 19,157 | $1.19M | 0.0% | N/A | 0.572% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 17,298 | $1.07M | 0.0% | -23.3% | 0.516% | |
| 2/13/2025 | Prudential PLC | 21,354 | $1.33M | 0.0% | -12.9% | 0.637% | |
| 2/11/2025 | LPL Financial LLC | 104,658 | $6.50M | 0.0% | +3.3% | 3.124% | |
| 2/10/2025 | Corient Private Wealth LLC | 58,460 | $3.63M | 0.0% | -6.5% | 1.745% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 8,691 | $540K | 0.0% | -5.8% | 0.259% | |
| 2/10/2025 | Farther Finance Advisors LLC | 3,972 | $247K | 0.0% | -30.3% | 0.119% | |
| 2/6/2025 | Raymond James Financial Inc. | 19,157 | $1.19M | 0.0% | N/A | 0.572% | |
| 2/6/2025 | Vantage Financial Partners LLC | 6,546 | $406K | 0.1% | -9.3% | 0.195% | |
| 2/4/2025 | WealthShield Partners LLC | 17,265 | $1.07M | 0.2% | +2.5% | 0.515% | |
| 2/4/2025 | Wealthspire Advisors LLC | 35,385 | $2.20M | 0.0% | +1.1% | 1.056% | |
| 1/29/2025 | Authentikos Wealth Advisory LLC | 7,483 | $465K | 0.5% | -7.3% | 0.223% | |
| 1/29/2025 | Pineridge Advisors LLC | 609 | $38K | 0.0% | -29.6% | 0.018% | |
| 1/23/2025 | Crews Bank & Trust | 1,840 | $114K | 0.0% | N/A | 0.055% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 5,783 | $359K | 0.0% | -3.1% | 0.173% | |
| 1/21/2025 | B.O.S.S. Retirement Advisors LLC | 40,174 | $2.49M | 0.7% | +458.7% | 1.199% | |
| 11/15/2024 | Jane Street Group LLC | 9,276 | $619K | 0.0% | -37.0% | 0.277% | |
| 11/14/2024 | Captrust Financial Advisors | 19,231 | $1.28M | 0.0% | -1.8% | 0.574% | |
| 11/1/2024 | Assetmark Inc. | 21,567 | $1.44M | 0.0% | -56.3% | 0.644% | |
| 10/29/2024 | Farther Finance Advisors LLC | 5,701 | $380K | 0.0% | -4.3% | 0.170% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 31,349 | $2.09M | 0.0% | -35.9% | 0.936% | |
| 10/22/2024 | Private Advisor Group LLC | 3,575 | $238K | 0.0% | -28.4% | 0.107% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 5,967 | $398K | 0.0% | +10.6% | 0.178% | |
| 10/16/2024 | B.O.S.S. Retirement Advisors LLC | 7,191 | $480K | 0.1% | N/A | 0.215% | |
| 10/16/2024 | Crescent Sterling Ltd. | 8,147 | $543K | 0.5% | -4.4% | 0.243% | |
| 10/10/2024 | Simplicity Wealth LLC | 5,964 | $398K | 0.0% | +32.6% | 0.178% | |
| 8/21/2024 | Truist Financial Corp | 17,800 | $1.05M | 0.0% | -7.3% | 0.531% | |
| 8/16/2024 | Susquehanna International Group LLP | 55,029 | $3.25M | 0.0% | +59.5% | 1.643% | |
| 8/13/2024 | AE Wealth Management LLC | 327,339 | $19.35M | 0.2% | +5.9% | 9.771% | |
| 8/7/2024 | Vantage Financial Partners LLC | 7,312 | $432K | 0.1% | -18.5% | 0.218% | |
| 8/7/2024 | Prudential PLC | 14,114 | $834K | 0.0% | -9.4% | 0.421% | |
| 8/2/2024 | Larson Financial Group LLC | 2,291 | $135K | 0.0% | +1,039.8% | 0.068% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 5,396 | $319K | 0.0% | -7.6% | 0.161% | |
| 7/31/2024 | Farther Finance Advisors LLC | 5,958 | $353K | 0.0% | -3.1% | 0.178% | |
| 7/30/2024 | Key Financial Inc | 1,965 | $116K | 0.0% | +39,200.0% | 0.059% | |
| 7/26/2024 | WealthShield Partners LLC | 16,223 | $959K | 0.1% | +2.7% | 0.484% | |
| 7/18/2024 | Triad Wealth Partners LLC | 847 | $50K | 0.0% | N/A | 0.025% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 48,933 | $2.89M | 0.0% | +1.3% | 1.461% | |
| 7/10/2024 | Simplicity Wealth LLC | 4,498 | $266K | 0.0% | N/A | 0.134% | |
| 5/17/2024 | Pineridge Advisors LLC | 1,078 | $65K | 0.0% | -33.4% | 0.032% | |
| 5/16/2024 | Slagle Financial LLC | 4,070 | $244K | 0.1% | -55.9% | 0.121% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 9,908 | $594K | 0.0% | -10.1% | 0.296% | |
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| 5/2/2024 | Vantage Financial Partners LLC | 8,972 | $538K | 0.1% | -4.2% | 0.268% | |
| 5/1/2024 | Private Advisor Group LLC | 7,592 | $455K | 0.0% | -5.1% | 0.227% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 2,350 | $141K | 0.0% | -24.6% | 0.070% | |
| 4/20/2024 | KWB Wealth | 5,480 | $329K | 0.0% | -25.9% | 0.164% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 48,286 | $2.90M | 0.0% | -15.4% | 1.441% | |
| 3/5/2024 | Slagle Financial LLC | 9,220 | $558K | 0.1% | +100.0% | 0.236% | |
| 3/1/2024 | Pineridge Advisors LLC | 1,618 | $98K | 0.0% | N/A | 0.041% | |
| 2/14/2024 | Mmbg Investment Advisors CO. | 7,375 | $446K | 0.1% | N/A | 0.189% | |
| 2/14/2024 | Prudential PLC | 18,338 | $1.11M | 0.0% | +88.9% | 0.470% | |
| 2/9/2024 | Tidemark LLC | 723 | $44K | 0.0% | N/A | 0.019% | |
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