| 8/15/2025 | Chapman Financial Group LLC | 1,300 | $55K | 0.0% | N/A | 0.035% | |
| 8/15/2025 | Optimist Retirement Group LLC | 15,830 | $668K | 0.3% | +15.2% | 0.430% | |
| 8/15/2025 | Snowden Capital Advisors LLC | 10,524 | $444K | 0.0% | +55.7% | 0.286% | |
| 8/15/2025 | MML Investors Services LLC | 71,191 | $3.00M | 0.0% | +193.3% | 1.935% | |
| 8/14/2025 | Raymond James Financial Inc. | 182,540 | $7.70M | 0.0% | +6.5% | 4.960% | |
| 8/14/2025 | Cerity Partners LLC | 102,331 | $4.32M | 0.0% | +40.5% | 2.781% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 16,693 | $704K | 0.0% | +106.2% | 0.454% | |
| 8/12/2025 | Weaver Consulting Group | 14,310 | $604K | 0.2% | N/A | 0.389% | |
| 8/11/2025 | Outlook Wealth Advisors LLC | 18,300 | $772K | 0.2% | -5.1% | 0.497% | |
| 8/8/2025 | Collaborative Wealth Managment Inc. | 40,505 | $1.71M | 0.7% | -1.9% | 1.101% | |
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| 8/8/2025 | Cetera Investment Advisers | 38,161 | $1.61M | 0.0% | +13.2% | 1.037% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 5,601 | $236K | 0.0% | N/A | 0.152% | |
| 8/6/2025 | Penserra Capital Management LLC | 409,271 | $17.27M | 0.2% | -7.8% | 11.121% | |
| 8/6/2025 | Maltin Wealth Management Inc. | 26,185 | $1.11M | 0.5% | +86.5% | 0.712% | |
| 8/6/2025 | Valtinson Bruner Financial Planning LLC | 214,655 | $9.06M | 2.8% | -2.3% | 5.833% | |
| 8/5/2025 | Sigma Planning Corp | 11,068 | $467K | 0.0% | -7.5% | 0.301% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 700 | $30K | 0.0% | N/A | 0.019% | |
| 8/4/2025 | Spire Wealth Management | 32,498 | $1.37M | 0.0% | +114.5% | 0.883% | |
| 8/1/2025 | FSA Advisors Inc. | 5,470 | $231K | 0.2% | N/A | 0.149% | |
| 8/1/2025 | Integral Investment Advisors Inc. | 49,253 | $2.08M | 0.6% | +99.6% | 1.338% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 97,971 | $4.13M | 0.0% | +87.3% | 2.662% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 13,114 | $553K | 0.0% | N/A | 0.356% | |
| 7/31/2025 | Pinnacle Wealth Management Group Inc. | 4,950 | $209K | 0.1% | N/A | 0.135% | |
| 7/30/2025 | Brookstone Capital Management | 14,407 | $608K | 0.0% | +62.3% | 0.391% | |
| 7/30/2025 | Phillips Financial Management LLC | 6,123 | $258K | 0.0% | N/A | 0.166% | |
| 7/30/2025 | Retirement Planning Group LLC | 14,415 | $608K | 0.0% | -28.9% | 0.392% | |
| 7/25/2025 | Lion Street Advisors LLC | 21,141 | $892K | 0.3% | -18.9% | 0.574% | |
| 7/24/2025 | IFP Advisors Inc | 2,015 | $85K | 0.0% | +83.7% | 0.055% | |
| 7/24/2025 | Blair William & Co. IL | 7,070 | $298K | 0.0% | -31.2% | 0.192% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 20,991 | $886K | 0.3% | +9.4% | 0.570% | |
| 7/18/2025 | Truist Financial Corp | 20,257 | $855K | 0.0% | -21.2% | 0.550% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 13,977 | $590K | 0.0% | -25.6% | 0.380% | |
| 7/15/2025 | BCS Wealth Management | 5,828 | $246K | 0.1% | -19.0% | 0.158% | |
| 7/11/2025 | Lantz Financial LLC | 19,081 | $805K | 0.2% | +75.2% | 0.519% | |
| 7/10/2025 | Secure Asset Management LLC | 10,938 | $462K | 0.1% | -6.2% | 0.297% | |
| 7/9/2025 | Fragasso Financial Advisors Inc | 23,295 | $983K | 0.1% | +35.1% | 0.633% | |
| 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% | |
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| 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% | |
| 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% | |
| 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% | |
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| 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% | |
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