| 8/14/2025 | Raymond James Financial Inc. | 75,127 | $3.39M | 0.0% | +3.7% | 2.058% | |
| 8/14/2025 | Cerity Partners LLC | 161,088 | $7.28M | 0.0% | +4.6% | 4.413% | |
| 8/13/2025 | SageView Advisory Group LLC | 4,465 | $207K | 0.0% | N/A | 0.122% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 18,137 | $819K | 0.0% | +28.0% | 0.497% | |
| 8/12/2025 | JPMorgan Chase & Co. | 5,000 | $226K | 0.0% | +769.6% | 0.137% | |
| 8/8/2025 | Cetera Investment Advisers | 69,234 | $3.13M | 0.0% | -7.6% | 1.897% | |
| 8/8/2025 | Thoroughbred Financial Services LLC | 25,274 | $1.14M | 0.1% | -11.1% | 0.692% | |
| 8/8/2025 | WealthShield Partners LLC | 2,702 | $122K | 0.0% | -18.2% | 0.074% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 4,774 | $216K | 0.0% | N/A | 0.131% | |
| 8/6/2025 | Penserra Capital Management LLC | 387,140 | $17.48M | 0.2% | -6.8% | 10.607% | |
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| 8/5/2025 | Sigma Planning Corp | 10,079 | $455K | 0.0% | -3.1% | 0.276% | |
| 8/1/2025 | FSA Advisors Inc. | 32,972 | $1.49M | 1.2% | -1.2% | 0.903% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 41,851 | $1.89M | 0.0% | -9.7% | 1.147% | |
| 7/31/2025 | Pinnacle Wealth Management Group Inc. | 13,630 | $616K | 0.4% | -8.1% | 0.373% | |
| 7/30/2025 | Strategic Blueprint LLC | 21,854 | $987K | 0.0% | -17.2% | 0.599% | |
| 7/30/2025 | Brookstone Capital Management | 16,004 | $723K | 0.0% | -7.5% | 0.438% | |
| 7/30/2025 | IMG Wealth Management Inc. | 9,230 | $417K | 0.3% | -6.5% | 0.253% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 12,015 | $553K | 0.0% | -13.8% | 0.329% | |
| 7/28/2025 | WealthPLAN Partners LLC | 37,711 | $1.70M | 0.3% | -2.2% | 1.033% | |
| 7/28/2025 | RFG Advisory LLC | 9,229 | $417K | 0.0% | -26.7% | 0.253% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 15,860 | $716K | 0.0% | -69.6% | 0.435% | |
| 7/24/2025 | IFP Advisors Inc | 5,252 | $237K | 0.0% | -6.7% | 0.144% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 11,860 | $536K | 0.1% | -8.6% | 0.325% | |
| 7/22/2025 | Diligent Investors LLC | 55,893 | $2.52M | 0.6% | -3.5% | 1.531% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 35,165 | $1.59M | 0.6% | -2.6% | 0.963% | |
| 7/21/2025 | Sageworth Trust Co | 28,012 | $1.27M | 0.1% | -38.1% | 0.767% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 11,798 | $533K | 0.0% | -11.8% | 0.323% | |
| 7/16/2025 | Kathmere Capital Management LLC | 4,719 | $213K | 0.0% | N/A | 0.129% | |
| 7/15/2025 | BCS Wealth Management | 10,168 | $459K | 0.1% | -13.0% | 0.279% | |
| 7/9/2025 | Fragasso Financial Advisors Inc | 14,688 | $663K | 0.0% | -31.7% | 0.402% | |
| 7/8/2025 | Richard P Slaughter Associates Inc | 40,836 | $1.84M | 0.4% | -47.7% | 1.119% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 7,640 | $319K | 0.0% | N/A | 0.209% | |
| 6/10/2025 | Compass Financial Services Inc | 4,062 | $170K | 0.1% | N/A | 0.110% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 7,640 | $319K | 0.0% | N/A | 0.201% | |
| 5/14/2025 | CreativeOne Wealth LLC | 8,127 | $340K | 0.0% | -3.9% | 0.211% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 12,186 | $509K | 0.0% | N/A | 0.317% | |
| 5/14/2025 | Kestra Advisory Services LLC | 78,595 | $3.28M | 0.0% | +6.0% | 2.041% | |
| 5/13/2025 | Raymond James Financial Inc. | 72,466 | $3.03M | 0.0% | -4.5% | 1.882% | |
| 5/13/2025 | HighTower Advisors LLC | 66,233 | $2.77M | 0.0% | +24.5% | 1.720% | |
| 5/12/2025 | Townsquare Capital LLC | 8,261 | $345K | 0.0% | -14.4% | 0.215% | |
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| 5/9/2025 | Chicago Partners Investment Group LLC | 13,946 | $584K | 0.0% | -19.0% | 0.362% | |
| 5/9/2025 | WealthShield Partners LLC | 3,304 | $138K | 0.0% | +448.8% | 0.086% | |
| 5/8/2025 | Harbour Investments Inc. | 12,570 | $525K | 0.0% | -3.7% | 0.326% | |
| 5/8/2025 | FSA Advisors Inc. | 33,370 | $1.39M | 1.1% | -2.3% | 0.867% | |
| 5/7/2025 | Vantage Financial Partners LLC | 9,540 | $399K | 0.1% | -8.5% | 0.248% | |
| 5/7/2025 | LPL Financial LLC | 40,872 | $1.71M | 0.0% | +13.7% | 1.062% | |
| 5/6/2025 | Cetera Investment Advisers | 74,962 | $3.13M | 0.0% | +15.5% | 1.947% | |
| 5/5/2025 | IFP Advisors Inc | 5,628 | $235K | 0.0% | -21.0% | 0.146% | |
| 5/2/2025 | Sigma Planning Corp | 10,401 | $435K | 0.0% | -2.8% | 0.270% | |
| 4/30/2025 | Cerity Partners LLC | 153,962 | $6.43M | 0.0% | -4.4% | 3.999% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 46,332 | $1.94M | 0.0% | -9.0% | 1.203% | |
| 4/29/2025 | Penserra Capital Management LLC | 415,270 | $17.35M | 0.3% | +17.2% | 10.786% | |
| 4/29/2025 | Strategic Blueprint LLC | 26,386 | $1.10M | 0.1% | -1.9% | 0.685% | |
| 4/23/2025 | Legacy Advisors LLC | 20,218 | $845K | 0.1% | N/A | 0.525% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 22,605 | $944K | 0.0% | -61.6% | 0.580% | |
| 4/18/2025 | Lion Street Advisors LLC | 11,846 | $495K | 0.2% | -27.9% | 0.304% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 36,099 | $1.51M | 0.6% | -2.6% | 0.926% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 13,378 | $559K | 0.0% | +2.5% | 0.343% | |
| 4/14/2025 | BCS Wealth Management | 11,686 | $488K | 0.1% | -16.3% | 0.300% | |
| 4/11/2025 | Pinnacle Wealth Management Group Inc. | 14,830 | $620K | 0.4% | -3.1% | 0.380% | |
| 4/10/2025 | Diligent Investors LLC | 57,924 | $2.42M | 0.6% | -38.7% | 1.485% | |
| 4/10/2025 | Secure Asset Management LLC | 10,881 | $455K | 0.1% | -3.7% | 0.279% | |
| 4/10/2025 | Richard P Slaughter Associates Inc | 78,062 | $3.26M | 0.8% | -47.8% | 2.002% | |
| 4/9/2025 | RFG Advisory LLC | 12,590 | $526K | 0.0% | -2.3% | 0.323% | |
| 4/9/2025 | Fragasso Financial Advisors Inc | 21,497 | $898K | 0.1% | +5.9% | 0.551% | |
| 4/8/2025 | Lantz Financial LLC | 62,146 | $2.60M | 0.7% | -2.3% | 1.593% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 21,476 | $921K | 0.3% | N/A | 0.540% | |
| 2/18/2025 | Orion Capital Management LLC | 1,360 | $58K | 0.0% | N/A | 0.036% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 32,001 | $1.37M | 0.0% | -18.7% | 0.836% | |
| 2/17/2025 | CoreCap Advisors LLC | 3,290 | $141K | 0.0% | -77.8% | 0.086% | |
| 2/17/2025 | Cetera Investment Advisers | 64,921 | $2.79M | 0.0% | -1.4% | 1.695% | |
| 2/17/2025 | Citadel Advisors LLC | 12,416 | $533K | 0.0% | +71.5% | 0.324% | |
| 2/14/2025 | Jane Street Group LLC | 9,499 | $408K | 0.0% | -73.8% | 0.248% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 13,993 | $600K | 0.0% | -1.7% | 0.365% | |
| 2/14/2025 | Three Seasons Wealth LLC | 15,485 | $664K | 0.3% | N/A | 0.404% | |
| 2/14/2025 | MML Investors Services LLC | 25,625 | $1.10M | 0.0% | +4.1% | 0.669% | |
| 2/13/2025 | First Commonwealth Financial Corp PA | 11,909 | $511K | 0.1% | +28.6% | 0.311% | |
| 2/13/2025 | CreativeOne Wealth LLC | 8,461 | $363K | 0.0% | N/A | 0.221% | |
| 2/13/2025 | Townsquare Capital LLC | 9,650 | $414K | 0.0% | -30.9% | 0.252% | |
| 2/13/2025 | Raymond James Financial Inc. | 75,908 | $3.26M | 0.0% | N/A | 1.982% | |
| 2/13/2025 | Cerity Partners LLC | 160,966 | $6.91M | 0.0% | -2.0% | 4.203% | |
| 2/13/2025 | Trek Financial LLC | 8,345 | $358K | 0.0% | -9.0% | 0.218% | |
| 2/12/2025 | OLD Mission Capital LLC | 26,248 | $1.13M | 0.0% | N/A | 0.685% | |
| 2/11/2025 | LPL Financial LLC | 35,937 | $1.54M | 0.0% | -6.4% | 0.938% | |
| 2/10/2025 | IMG Wealth Management Inc. | 9,869 | $423K | 0.4% | N/A | 0.258% | |
| 2/10/2025 | Harbour Investments Inc. | 13,052 | $560K | 0.0% | -9.6% | 0.341% | |
| 2/10/2025 | Valtinson Bruner Financial Planning LLC | 21,729 | $932K | 0.3% | -1.7% | 0.567% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 286,190 | $12.28M | 0.0% | -12.2% | 7.472% | |
| 2/7/2025 | Blue Bell Private Wealth Management LLC | 35,034 | $1.50M | 0.3% | -1.3% | 0.915% | |
| 2/6/2025 | Raymond James Financial Inc. | 75,908 | $3.26M | 0.0% | N/A | 1.982% | |
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| 2/6/2025 | Vantage Financial Partners LLC | 10,429 | $447K | 0.1% | -22.8% | 0.272% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 115,813 | $4.97M | 0.0% | -2.3% | 3.024% | |
| 2/4/2025 | WealthShield Partners LLC | 602 | $26K | 0.0% | -77.7% | 0.016% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 52,067 | $2.23M | 0.1% | N/A | 1.359% | |
| 1/30/2025 | WealthPLAN Partners LLC | 40,310 | $1.73M | 0.2% | -68.9% | 1.052% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 6,456 | $277K | 0.0% | -11.6% | 0.169% | |
| 1/27/2025 | Lion Street Advisors LLC | 16,419 | $704K | 0.2% | -15.3% | 0.429% | |
| 1/27/2025 | Berkshire Money Management Inc. | 12,687 | $544K | 0.1% | -66.7% | 0.331% | |
| 1/23/2025 | FSA Advisors Inc. | 34,153 | $1.44M | 1.8% | -1.3% | 0.892% | |
| 1/23/2025 | Strategic Blueprint LLC | 26,890 | $1.15M | 0.1% | -3.4% | 0.702% | |
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