| 6/10/2025 | Compass Financial Services Inc | 104,750 | $5.08M | 2.7% | +13.0% | 0.622% | |
| 5/27/2025 | Advisors Capital Management LLC | 72,751 | $3.53M | 0.1% | +2.1% | 0.445% | |
| 5/20/2025 | Integrity Alliance LLC. | 285,959 | $13.88M | 0.5% | +87.6% | 1.749% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 43,446 | $2.11M | 0.0% | N/A | 0.275% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 13,695 | $664K | 0.0% | +3.9% | 0.087% | |
| 5/15/2025 | Royal Bank of Canada | 204,272 | $9.91M | 0.0% | +59.6% | 1.293% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 23,610 | $1.15M | 0.0% | +35,672.7% | 0.149% | |
| 5/14/2025 | Kestra Advisory Services LLC | 56,702 | $2.75M | 0.0% | -57.8% | 0.359% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 410,519 | $19.92M | 0.2% | +9.1% | 2.598% | |
| 5/12/2025 | Taylor Financial Group Inc. | 62,113 | $3.01M | 2.1% | +10.4% | 0.393% | |
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| 5/9/2025 | Greykasell Wealth Strategies Inc. | 1,000 | $49K | 0.0% | N/A | 0.006% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 12,274 | $596K | 0.0% | -45.1% | 0.078% | |
| 5/8/2025 | IFG Advisory LLC | 327,026 | $15.87M | 0.9% | -18.1% | 2.070% | |
| 5/7/2025 | Galvin Gaustad & Stein LLC | 42,787 | $2.08M | 0.2% | +17.7% | 0.271% | |
| 5/7/2025 | LPL Financial LLC | 1,973,635 | $95.76M | 0.0% | +17.4% | 12.491% | |
| 5/6/2025 | Cetera Investment Advisers | 145,174 | $7.04M | 0.0% | +4.5% | 0.919% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 6,480 | $314K | 0.0% | -38.5% | 0.041% | |
| 5/6/2025 | Integrity Investment Advisors LLC | 13,721 | $666K | 0.6% | N/A | 0.087% | |
| 5/5/2025 | Csenge Advisory Group | 6,347 | $285K | 0.0% | -12.7% | 0.040% | |
| 5/5/2025 | Private Advisor Group LLC | 7,410 | $360K | 0.0% | N/A | 0.047% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 17,509 | $850K | 0.0% | +44.8% | 0.111% | |
| 5/2/2025 | Segall Bryant & Hamill LLC | 448,599 | $21.77M | 0.3% | -11.6% | 2.839% | |
| 5/2/2025 | Larson Financial Group LLC | 35,345 | $1.72M | 0.1% | +10.4% | 0.224% | |
| 5/2/2025 | Prepared Retirement Institute LLC | 34,871 | $1.69M | 1.1% | +14.7% | 0.221% | |
| 5/2/2025 | Bogart Wealth LLC | 800 | $39K | 0.0% | N/A | 0.005% | |
| 5/1/2025 | Florida Financial Advisors LLC | 5,065 | $246K | 0.1% | N/A | 0.032% | |
| 5/1/2025 | ADG Wealth Management Group LLC | 18,180 | $882K | 0.8% | N/A | 0.115% | |
| 4/30/2025 | Cerity Partners LLC | 6,723 | $326K | 0.0% | +7.1% | 0.043% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 7,037 | $341K | 0.0% | -16.5% | 0.045% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 11,807 | $573K | 0.0% | +32.0% | 0.075% | |
| 4/29/2025 | Liberty Square Wealth Partners LLC | 10,000 | $485K | 0.2% | N/A | 0.063% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 48,398 | $2.35M | 0.0% | +4.5% | 0.306% | |
| 4/29/2025 | World Investment Advisors | 32,054 | $1.56M | 0.0% | -85.4% | 0.203% | |
| 4/28/2025 | Rosenberg Matthew Hamilton | 1,066 | $52K | 0.0% | +171.9% | 0.007% | |
| 4/25/2025 | Valley National Advisers Inc. | 5,143 | $248K | 0.0% | +51.9% | 0.033% | |
| 4/25/2025 | Meridian Financial LLC | 8,030 | $390K | 0.3% | +4.0% | 0.051% | |
| 4/25/2025 | Sovran Advisors LLC | 24,815 | $1.12M | 0.1% | +1.0% | 0.157% | |
| 4/24/2025 | Money Concepts Capital Corp | 31,040 | $1.51M | 0.1% | N/A | 0.214% | |
| 4/23/2025 | SFG Wealth Management LLC. | 32,630 | $1.58M | 0.8% | N/A | 0.225% | |
| 4/23/2025 | KPP Advisory Services LLC | 27,733 | $1.35M | 0.2% | +16.5% | 0.191% | |
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| 4/23/2025 | Western Wealth Management LLC | 18,948 | $919K | 0.1% | +27.6% | 0.131% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 6,432 | $312K | 0.0% | N/A | 0.044% | |
| 4/23/2025 | Kellett Wealth Advisors LLC | 12,767 | $619K | 0.4% | +30.7% | 0.088% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 15,513 | $753K | 0.0% | +4.9% | 0.107% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 24,528 | $1.19M | 0.1% | +13.2% | 0.169% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 70,207 | $3.41M | 0.0% | +12.7% | 0.484% | |
| 4/22/2025 | Aspire Capital Advisors LLC | 176,820 | $8.58M | 2.6% | N/A | 1.219% | |
| 4/22/2025 | Tandem Capital Management Corp ADV | 10,825 | $525K | 0.3% | +5.0% | 0.075% | |
| 4/22/2025 | Masso Torrence Wealth Management Inc. | 225,273 | $10.93M | 5.8% | N/A | 1.554% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 19,089 | $926K | 0.0% | +73.5% | 0.132% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 16,925 | $821K | 0.0% | +6.1% | 0.117% | |
| 4/16/2025 | RMR Wealth Builders | 5,738 | $278K | 0.0% | -6.4% | 0.040% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 1,472 | $71K | 0.0% | +31.3% | 0.010% | |
| 4/15/2025 | Collier Financial | 5,692 | $276K | 0.2% | N/A | 0.039% | |
| 4/14/2025 | Cedar Mountain Advisors LLC | 95,564 | $4.64M | 1.0% | +1.0% | 0.659% | |
| 4/11/2025 | Princeton Global Asset Management LLC | 21,209 | $1.03M | 0.2% | +15.5% | 0.146% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 602,314 | $29.22M | 2.9% | +44.1% | 4.154% | |
| 4/10/2025 | Breakwater Capital Group | 63,606 | $3.09M | 0.5% | +14.6% | 0.439% | |
| 4/10/2025 | KWB Wealth | 4,908 | $233K | 0.0% | +5.2% | 0.034% | |
| 4/10/2025 | Beacon Financial Group | 4,821 | $234K | 0.0% | N/A | 0.033% | |
| 4/10/2025 | TruWealth Advisors LLC | 5,049 | $245K | 0.0% | +19.2% | 0.035% | |
| 4/7/2025 | AdvisorNet Financial Inc | 7,674 | $372K | 0.0% | +114.7% | 0.053% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 15,953 | $756K | 0.0% | +20.9% | 0.202% | |
| 2/18/2025 | MidWestOne Financial Group Inc. | 67,580 | $3.20M | 0.4% | +15.2% | 0.855% | |
| 2/17/2025 | Colonial Trust Co SC | 5,086 | $241K | 0.0% | -33.1% | 0.064% | |
| 2/17/2025 | CoreCap Advisors LLC | 6,469 | $307K | 0.0% | +8.4% | 0.082% | |
| 2/17/2025 | Cetera Investment Advisers | 138,874 | $6.58M | 0.0% | +10.7% | 1.758% | |
| 2/17/2025 | Citadel Advisors LLC | 7,310 | $346K | 0.0% | N/A | 0.093% | |
| 2/17/2025 | Bank of America Corp DE | 488,284 | $23.15M | 0.0% | +12.0% | 6.181% | |
| 2/17/2025 | AmeriServ Wealth Advisors | 61,843 | $2.93M | 1.6% | N/A | 0.783% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 4,915 | $233K | 0.0% | +16,283.3% | 0.062% | |
| 2/14/2025 | Jane Street Group LLC | 9,705 | $460K | 0.0% | -27.8% | 0.123% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 13,181 | $625K | 0.0% | +107.2% | 0.167% | |
| 2/14/2025 | IHT Wealth Management LLC | 39,258 | $1.86M | 0.1% | +10.5% | 0.497% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 24,954 | $1.18M | 0.0% | N/A | 0.316% | |
| 2/13/2025 | CreativeOne Wealth LLC | 22,831 | $1.08M | 0.0% | +29.8% | 0.289% | |
| 2/13/2025 | Advisors Capital Management LLC | 71,226 | $3.38M | 0.1% | -1.1% | 0.902% | |
| 2/13/2025 | Crux Wealth Advisors | 10,678 | $506K | 0.3% | N/A | 0.135% | |
| 2/13/2025 | Prepared Retirement Institute LLC | 30,403 | $1.44M | 0.8% | +21.5% | 0.385% | |
| 2/13/2025 | Advisory Services Network LLC | 5,995 | $284K | 0.0% | N/A | 0.076% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 46,309 | $2.20M | 0.0% | -46.3% | 0.586% | |
| 2/12/2025 | World Investment Advisors | 219,061 | $10.38M | 0.3% | +3.1% | 2.773% | |
| 2/12/2025 | JPMorgan Chase & Co. | 82,421 | $3.91M | 0.0% | +25.8% | 1.043% | |
| 2/11/2025 | Segall Bryant & Hamill LLC | 507,552 | $24.06M | 0.3% | -4.2% | 6.425% | |
| 2/11/2025 | LPL Financial LLC | 1,681,458 | $79.70M | 0.0% | +23.1% | 21.284% | |
| 2/11/2025 | Absolute Capital Management LLC | 112,000 | $5.31M | 2.9% | N/A | 1.418% | |
| 2/10/2025 | Taylor Financial Group Inc. | 56,264 | $2.67M | 1.8% | +6.8% | 0.712% | |
| 2/10/2025 | Corient Private Wealth LLC | 510,304 | $23.53M | 0.0% | -4.0% | 6.460% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 135,948 | $6.44M | 0.0% | +136.3% | 1.721% | |
| 2/7/2025 | Independent Advisor Alliance | 69,683 | $3.30M | 0.0% | N/A | 0.882% | |
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| 2/7/2025 | Larson Financial Group LLC | 32,006 | $1.52M | 0.1% | +19.7% | 0.405% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 1,000 | $47K | 0.0% | N/A | 0.013% | |
| 2/6/2025 | Raymond James Financial Inc. | 203,234 | $9.63M | 0.0% | N/A | 2.573% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 376,187 | $17.83M | 0.2% | +3.5% | 4.762% | |
| 2/5/2025 | US Bancorp DE | 5,400 | $256K | 0.0% | +48.8% | 0.068% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 14,786 | $701K | 0.0% | +7.2% | 0.187% | |
| 2/5/2025 | Kellett Wealth Advisors LLC | 9,767 | $463K | 0.3% | -34.5% | 0.124% | |
| 1/31/2025 | Global Retirement Partners LLC | 4,390 | $208K | 0.0% | +15.4% | 0.056% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 22,342 | $1.06M | 0.0% | -8.4% | 0.283% | |
| 1/31/2025 | Sanctuary Advisors LLC | 40,190 | $2.00M | 0.0% | +18.1% | 0.509% | |
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