| 5/15/2025 | OLD Mission Capital LLC | 40,480 | $1.61M | 0.0% | +165.8% | 1.327% | |
| 5/14/2025 | CreativeOne Wealth LLC | 9,294 | $369K | 0.0% | -2.7% | 0.305% | |
| 5/14/2025 | Kestra Advisory Services LLC | 35,901 | $1.42M | 0.0% | +25.3% | 1.177% | |
| 5/13/2025 | Raymond James Financial Inc. | 171,451 | $6.80M | 0.0% | -0.9% | 5.621% | |
| 5/13/2025 | HighTower Advisors LLC | 33,843 | $1.34M | 0.0% | -13.5% | 1.110% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 32,764 | $1.30M | 0.0% | -1.0% | 1.074% | |
| 5/9/2025 | Blair William & Co. IL | 10,277 | $408K | 0.0% | -12.8% | 0.337% | |
| 5/8/2025 | Collaborative Wealth Managment Inc. | 41,295 | $1.64M | 0.8% | -0.9% | 1.354% | |
| 5/6/2025 | Cetera Investment Advisers | 33,721 | $1.34M | 0.0% | -6.7% | 1.106% | |
| 5/6/2025 | AE Wealth Management LLC | 13,174 | $523K | 0.0% | -11.4% | 0.432% | |
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| 5/5/2025 | Blue Bell Private Wealth Management LLC | 63,427 | $2.52M | 0.5% | -0.9% | 2.080% | |
| 5/5/2025 | Optimist Retirement Group LLC | 13,745 | $545K | 0.3% | +3.3% | 0.451% | |
| 5/5/2025 | IFP Advisors Inc | 1,097 | $44K | 0.0% | -26.7% | 0.036% | |
| 4/30/2025 | Cerity Partners LLC | 72,826 | $2.89M | 0.0% | -8.5% | 2.388% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 9,825 | $390K | 0.0% | -41.5% | 0.322% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 52,307 | $2.08M | 0.0% | -6.9% | 1.715% | |
| 4/29/2025 | Penserra Capital Management LLC | 443,884 | $17.61M | 0.3% | +17.2% | 14.554% | |
| 4/23/2025 | Bluesphere Advisors LLC | 6,796 | $270K | 0.2% | -27.6% | 0.223% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 19,189 | $761K | 0.3% | -11.7% | 0.623% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 18,775 | $745K | 0.0% | -1.7% | 0.610% | |
| 4/14/2025 | BCS Wealth Management | 7,191 | $285K | 0.1% | -26.3% | 0.233% | |
| 4/10/2025 | Secure Asset Management LLC | 11,663 | $463K | 0.1% | -5.5% | 0.379% | |
| 2/18/2025 | Retirement Planning Group LLC | 20,263 | $817K | 0.0% | -25.9% | 0.669% | |
| 2/17/2025 | CoreCap Advisors LLC | 7,280 | $294K | 0.0% | -61.5% | 0.240% | |
| 2/17/2025 | Cetera Investment Advisers | 36,135 | $1.46M | 0.0% | -11.0% | 1.193% | |
| 2/17/2025 | Citadel Advisors LLC | 9,857 | $397K | 0.0% | -44.6% | 0.325% | |
| 2/17/2025 | Chapman Financial Group LLC | 1,300 | $52K | 0.0% | N/A | 0.043% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 8,134 | $328K | 0.0% | -17.7% | 0.268% | |
| 2/14/2025 | Beck Capital Management LLC | 45,859 | $1.85M | 0.5% | -1.2% | 1.513% | |
| 2/14/2025 | Susquehanna International Group LLP | 44,451 | $1.79M | 0.0% | +73.0% | 1.467% | |
| 2/13/2025 | CreativeOne Wealth LLC | 9,553 | $385K | 0.0% | N/A | 0.315% | |
| 2/13/2025 | Barclays PLC | 3,640 | $147K | 0.0% | -25.4% | 0.120% | |
| 2/13/2025 | Raymond James Financial Inc. | 173,041 | $6.98M | 0.0% | N/A | 5.711% | |
| 2/13/2025 | Cerity Partners LLC | 79,563 | $3.21M | 0.0% | -28.6% | 2.626% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 56,176 | $2.27M | 0.0% | -11.0% | 1.854% | |
| 2/12/2025 | OLD Mission Capital LLC | 15,228 | $614K | 0.0% | -20.9% | 0.503% | |
| 2/11/2025 | LPL Financial LLC | 19,658 | $793K | 0.0% | +8.2% | 0.649% | |
| 2/10/2025 | Valtinson Bruner Financial Planning LLC | 222,088 | $8.95M | 3.1% | -1.2% | 7.330% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 101,889 | $4.11M | 0.0% | -22.5% | 3.363% | |
| 2/7/2025 | Blue Bell Private Wealth Management LLC | 64,030 | $2.58M | 0.5% | -1.0% | 2.113% | |
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| 2/6/2025 | Raymond James Financial Inc. | 173,041 | $6.98M | 0.0% | N/A | 5.711% | |
| 2/4/2025 | IFP Advisors Inc | 1,497 | $60K | 0.0% | -25.0% | 0.049% | |
| 2/3/2025 | Sigma Planning Corp | 12,178 | $491K | 0.0% | -29.0% | 0.402% | |
| 1/31/2025 | Truist Financial Corp | 25,946 | $1.05M | 0.0% | -2.4% | 0.856% | |
| 1/27/2025 | Lion Street Advisors LLC | 26,075 | $1.05M | 0.3% | -11.8% | 0.861% | |
| 1/27/2025 | Berkshire Money Management Inc. | 7,127 | $287K | 0.0% | N/A | 0.235% | |
| 1/23/2025 | FSA Advisors Inc. | 5,127 | $202K | 0.2% | N/A | 0.169% | |
| 1/23/2025 | Strategic Blueprint LLC | 23,389 | $943K | 0.1% | -3.0% | 0.772% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 19,103 | $770K | 0.0% | -8.6% | 0.630% | |
| 1/16/2025 | Maltin Wealth Management Inc. | 14,039 | $566K | 0.3% | -5.3% | 0.463% | |
| 1/14/2025 | Outlook Wealth Advisors LLC | 19,284 | $777K | 0.2% | -3.6% | 0.636% | |
| 1/13/2025 | Fragasso Financial Advisors Inc | 17,244 | $695K | 0.1% | -5.4% | 0.569% | |
| 1/13/2025 | Brookstone Capital Management | 9,890 | $399K | 0.0% | -11.6% | 0.326% | |
| 11/25/2024 | Optimist Retirement Group LLC | 13,134 | $518K | 0.2% | N/A | 0.433% | |
| 11/19/2024 | Barclays PLC | 4,880 | $193K | 0.0% | N/A | 0.161% | |
| 11/15/2024 | Barclays PLC | 4,880 | $193K | 0.0% | N/A | 0.161% | |
| 11/15/2024 | MML Investors Services LLC | 27,606 | $1.09M | 0.0% | +5.2% | 0.911% | |
| 11/15/2024 | Jane Street Group LLC | 5,647 | $223K | 0.0% | -85.1% | 0.186% | |
| 11/15/2024 | HighTower Advisors LLC | 39,109 | $1.54M | 0.0% | -16.0% | 1.291% | |
| 11/15/2024 | Beck Capital Management LLC | 46,437 | $1.83M | 0.5% | -2.8% | 1.533% | |
| 11/12/2024 | Penserra Capital Management LLC | 337,001 | $13.30M | 0.3% | +26.1% | 11.122% | |
| 11/12/2024 | Cerity Partners LLC | 111,438 | $4.40M | 0.0% | +3.5% | 3.678% | |
| 11/6/2024 | Valtinson Bruner Financial Planning LLC | 224,716 | $8.87M | 3.1% | -0.6% | 7.416% | |
| 11/4/2024 | Sigma Planning Corp | 17,163 | $677K | 0.0% | -2.9% | 0.566% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 20,896 | $825K | 0.0% | -28.8% | 0.690% | |
| 10/29/2024 | Chicago Partners Investment Group LLC | 33,093 | $1.31M | 0.0% | -11.0% | 1.092% | |
| 10/25/2024 | Strategic Blueprint LLC | 24,111 | $951K | 0.1% | -5.4% | 0.796% | |
| 10/21/2024 | Retirement Guys Formula LLC | 5,085 | $201K | 0.1% | N/A | 0.168% | |
| 10/18/2024 | Raymond James & Associates | 141,134 | $5.57M | 0.0% | -0.9% | 4.658% | |
| 10/17/2024 | BCS Wealth Management | 9,800 | $387K | 0.2% | -10.7% | 0.323% | |
| 10/10/2024 | Retirement Planning Group LLC | 27,339 | $1.08M | 0.1% | -5.9% | 0.902% | |
| 10/10/2024 | Pinnacle Wealth Management Group Inc. | 9,220 | $364K | 0.2% | -11.9% | 0.304% | |
| 10/10/2024 | Lion Street Advisors LLC | 29,575 | $1.17M | 0.4% | -3.3% | 0.976% | |
| 10/8/2024 | Brookstone Capital Management | 11,183 | $441K | 0.0% | -97.1% | 0.369% | |
| 8/22/2024 | Cetera Investment Advisers | 46,035 | $1.75M | 0.0% | +23.0% | 1.519% | |
| 8/21/2024 | Truist Financial Corp | 27,136 | $1.03M | 0.0% | -5.0% | 0.896% | |
| 8/14/2024 | Beck Capital Management LLC | 47,767 | $1.81M | 0.5% | -9.0% | 1.576% | |
| 8/13/2024 | AE Wealth Management LLC | 16,607 | $631K | 0.0% | +7.1% | 0.548% | |
| 8/12/2024 | Blair William & Co. IL | 11,792 | $448K | 0.0% | N/A | 0.389% | |
| 8/9/2024 | Collaborative Wealth Managment Inc. | 41,679 | $1.58M | 0.8% | -10.7% | 1.376% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 63,963 | $2.43M | 0.0% | +1.6% | 2.111% | |
| 8/8/2024 | CoreCap Advisors LLC | 20,445 | $776K | 0.1% | N/A | 0.675% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 1,542 | $59K | 0.0% | N/A | 0.051% | |
| 8/6/2024 | Chris Bulman Inc | 6,896 | $262K | 0.2% | N/A | 0.228% | |
| 8/6/2024 | Valtinson Bruner Financial Planning LLC | 226,156 | $8.59M | 3.4% | -0.9% | 7.464% | |
| 8/5/2024 | Blue Bell Private Wealth Management LLC | 65,251 | $2.48M | 0.5% | -2.2% | 2.153% | |
| 8/1/2024 | Consolidated Portfolio Review Corp | 5,504 | $209K | 0.0% | N/A | 0.182% | |
| 7/31/2024 | Spire Wealth Management | 15,148 | $575K | 0.0% | +52.2% | 0.500% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 141,793 | $5.39M | 0.0% | +25.5% | 4.680% | |
| 7/27/2024 | Strategic Blueprint LLC | 25,493 | $968K | 0.1% | -28.1% | 0.841% | |
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| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 29,769 | $1.13M | 0.0% | +7.4% | 0.982% | |
| 7/24/2024 | Secure Asset Management LLC | 12,338 | $469K | 0.1% | -4.3% | 0.407% | |
| 7/19/2024 | Raymond James & Associates | 142,388 | $5.41M | 0.0% | +0.4% | 4.699% | |
| 7/18/2024 | Brookstone Capital Management | 389,120 | $14.97M | 0.2% | +3,948.7% | 12.842% | |
| 7/16/2024 | BCS Wealth Management | 10,980 | $417K | 0.2% | +2.9% | 0.362% | |
| 7/15/2024 | RFG Advisory LLC | 20,604 | $782K | 0.0% | +94.7% | 0.680% | |
| 7/13/2024 | Retirement Planning Group LLC | 29,068 | $1.10M | 0.1% | -3.8% | 0.959% | |
| 7/12/2024 | Maltin Wealth Management Inc. | 14,820 | $563K | 0.3% | -6.3% | 0.489% | |
| 7/12/2024 | Lion Street Advisors LLC | 30,575 | $1.16M | 0.4% | -2.6% | 1.009% | |
| 7/12/2024 | DHJJ Financial Advisors Ltd. | 21,794 | $828K | 0.3% | +12.1% | 0.719% | |
