| 5/15/2025 | Pinnacle Wealth Planning Services Inc. | 11,428 | $480K | 0.1% | -49.1% | 0.159% | |
| 5/15/2025 | OLD Mission Capital LLC | 33,265 | $1.40M | 0.0% | +448.2% | 0.462% | |
| 5/14/2025 | CreativeOne Wealth LLC | 136,525 | $5.73M | 0.2% | +1,713.1% | 1.896% | |
| 5/14/2025 | Kestra Advisory Services LLC | 187,159 | $7.86M | 0.0% | -6.6% | 2.599% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 15,190 | $638K | 0.0% | -59.8% | 0.211% | |
| 5/8/2025 | Harbour Investments Inc. | 35,087 | $1.47M | 0.0% | -6.6% | 0.487% | |
| 5/8/2025 | Grantvest Financial Group LLC | 11,703 | $491K | 0.4% | -10.7% | 0.163% | |
| 5/8/2025 | Arkadios Wealth Advisors | 37,750 | $1.59M | 0.1% | -0.7% | 0.524% | |
| 5/7/2025 | First Heartland Consultants Inc. | 8,000 | $336K | 0.0% | -32.0% | 0.111% | |
| 5/6/2025 | Cetera Investment Advisers | 273,156 | $11.47M | 0.0% | +572.2% | 3.794% | |
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| 5/6/2025 | AE Wealth Management LLC | 8,458 | $355K | 0.0% | -58.3% | 0.117% | |
| 5/6/2025 | Ignite Planners LLC | 38,647 | $1.62M | 0.3% | +33.0% | 0.537% | |
| 5/1/2025 | CWM LLC | 52,771 | $2.22M | 0.0% | -11.7% | 0.733% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 54,237 | $2.28M | 0.7% | -6.1% | 0.753% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 416,740 | $17.50M | 0.0% | +1,244.4% | 5.788% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 101,153 | $4.25M | 0.1% | +2.9% | 1.405% | |
| 4/29/2025 | Strategic Blueprint LLC | 24,589 | $1.03M | 0.1% | -9.3% | 0.342% | |
| 4/28/2025 | Mutual Advisors LLC | 12,451 | $517K | 0.0% | -10.8% | 0.173% | |
| 4/28/2025 | Arbor Capital Management Inc. ADV | 5,313 | $224K | 0.2% | N/A | 0.074% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 7,628 | $320K | 0.0% | -77.0% | 0.106% | |
| 4/23/2025 | Spire Wealth Management | 13,121 | $551K | 0.0% | -24.4% | 0.192% | |
| 4/22/2025 | Buck Wealth Strategies LLC | 8,754 | $368K | 0.1% | N/A | 0.128% | |
| 4/22/2025 | World Equity Group Inc. | 12,591 | $529K | 0.2% | N/A | 0.184% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 17,550 | $737K | 0.0% | -8.6% | 0.256% | |
| 4/21/2025 | LifeWealth Investments LLC | 5,759 | $242K | 0.1% | -34.0% | 0.084% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 1,875 | $79K | 0.0% | -13.8% | 0.027% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 11,417 | $479K | 0.0% | +10.1% | 0.167% | |
| 4/16/2025 | Hickory Asset Management Inc. | 72,674 | $3.05M | 2.7% | -0.7% | 1.061% | |
| 4/16/2025 | Seros Financial LLC | 179,838 | $7.37M | 5.5% | N/A | 2.625% | |
| 4/14/2025 | Farther Finance Advisors LLC | 10,020 | $422K | 0.0% | N/A | 0.146% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 53,976 | $2.27M | 0.2% | -23.6% | 0.788% | |
| 4/10/2025 | Maltin Wealth Management Inc. | 8,697 | $365K | 0.2% | -3.2% | 0.127% | |
| 4/4/2025 | Sage Capital Advisors llc | 7,375 | $310K | 0.1% | -66.9% | 0.108% | |
| 3/12/2025 | Centaurus Financial Inc. | 2,500 | $108K | 0.0% | N/A | 0.046% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 57,730 | $2.50M | 0.8% | N/A | 1.053% | |
| 2/27/2025 | REAP Financial Group LLC | 127,546 | $5.52M | 1.4% | -2.7% | 2.773% | |
| 2/26/2025 | LifeWealth Investments LLC | 8,721 | $377K | 0.2% | N/A | 0.190% | |
| 2/25/2025 | Armis Advisers LLC | 137,129 | $5.94M | 0.7% | N/A | 2.981% | |
| 2/18/2025 | Sunbelt Securities Inc. | 15,397 | $669K | 0.1% | -2.9% | 0.335% | |
| 2/17/2025 | EPG Wealth Management LLC | 36,000 | $1.56M | 0.4% | -4.0% | 0.783% | |
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| 2/17/2025 | Cetera Investment Advisers | 40,639 | $1.76M | 0.0% | -6.8% | 0.883% | |
| 2/14/2025 | Jane Street Group LLC | 4,722 | $204K | 0.0% | N/A | 0.103% | |
| 2/14/2025 | Schwallier Wealth Management LLC | 12,730 | $551K | 0.4% | -16.9% | 0.277% | |
| 2/14/2025 | Topsail Wealth Management LLC | 1,000 | $43K | 0.0% | N/A | 0.022% | |
| 2/14/2025 | Freedom Investment Management Inc. | 34,139 | $1.48M | 0.1% | +6.6% | 0.742% | |
| 2/13/2025 | Insigneo Advisory Services LLC | 5,350 | $232K | 0.0% | +5.9% | 0.116% | |
| 2/13/2025 | Mariner LLC | 11,225 | $486K | 0.0% | +2.1% | 0.244% | |
| 2/13/2025 | Barclays PLC | 933 | $40K | 0.0% | -80.0% | 0.020% | |
| 2/13/2025 | Integrity Financial Corp WA | 21,110 | $914K | 0.5% | -1.5% | 0.459% | |
| 2/13/2025 | Raymond James Financial Inc. | 64,965 | $2.81M | 0.0% | N/A | 1.412% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 30,999 | $1.34M | 0.0% | -10.9% | 0.674% | |
| 2/13/2025 | Wells Fargo & Company MN | 671 | $29K | 0.0% | N/A | 0.015% | |
| 2/12/2025 | OneAscent Financial Services LLC | 5,248 | $227K | 0.0% | N/A | 0.114% | |
| 2/12/2025 | OLD Mission Capital LLC | 6,068 | $263K | 0.0% | -22.5% | 0.132% | |
| 2/11/2025 | Grantvest Financial Group LLC | 13,111 | $567K | 0.6% | N/A | 0.285% | |
| 2/11/2025 | Sequent Planning LLC | 7,828 | $339K | 0.1% | -92.4% | 0.170% | |
| 2/10/2025 | Harbour Investments Inc. | 37,558 | $1.63M | 0.0% | -1.9% | 0.816% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 123,367 | $5.34M | 0.0% | -3.6% | 2.682% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 5,230 | $226K | 0.0% | -30.3% | 0.114% | |
| 2/6/2025 | Raymond James Financial Inc. | 64,965 | $2.81M | 0.0% | N/A | 1.412% | |
| 2/4/2025 | IFP Advisors Inc | 1,862 | $81K | 0.0% | -53.2% | 0.040% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 98,262 | $4.25M | 0.1% | +6.9% | 2.136% | |
| 1/31/2025 | Truist Financial Corp | 17,294 | $748K | 0.0% | -24.4% | 0.376% | |
| 1/30/2025 | Hickory Asset Management Inc. | 73,174 | $3.17M | 2.7% | N/A | 1.591% | |
| 1/27/2025 | Foguth Wealth Management LLC. | 60,883 | $2.69M | 0.7% | -4.5% | 1.324% | |
| 1/24/2025 | Clear Creek Financial Management LLC | 33,223 | $1.44M | 0.2% | -5.1% | 0.722% | |
| 1/23/2025 | Strategic Blueprint LLC | 27,096 | $1.17M | 0.1% | -16.6% | 0.589% | |
| 1/21/2025 | AlphaMark Advisors LLC | 3,225 | $140K | 0.1% | -50.0% | 0.070% | |
| 1/17/2025 | Mutual Advisors LLC | 13,953 | $608K | 0.0% | -2.7% | 0.303% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 10,365 | $449K | 0.0% | -29.1% | 0.225% | |
| 1/16/2025 | Maltin Wealth Management Inc. | 8,989 | $389K | 0.2% | -4.8% | 0.195% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 24,318 | $1.05M | 0.0% | -12.3% | 0.529% | |
| 1/15/2025 | Arkadios Wealth Advisors | 38,000 | $1.65M | 0.1% | N/A | 0.826% | |
| 1/14/2025 | Ignite Planners LLC | 29,067 | $1.27M | 0.3% | -7.8% | 0.632% | |
| 1/14/2025 | Signal Advisors Wealth LLC | 70,660 | $3.06M | 0.3% | -2.6% | 1.536% | |
| 11/20/2024 | SOA Wealth Advisors LLC. | 11,522 | $490K | 0.1% | +75.9% | 0.250% | |
| 11/19/2024 | Barclays PLC | 4,659 | $198K | 0.0% | N/A | 0.101% | |
| 11/18/2024 | Sunbelt Securities Inc. | 15,849 | $674K | 0.1% | +8.3% | 0.345% | |
| 11/15/2024 | Barclays PLC | 4,659 | $198K | 0.0% | N/A | 0.101% | |
| 11/15/2024 | MML Investors Services LLC | 9,382 | $399K | 0.0% | -5.9% | 0.204% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 4,793 | $204K | 0.0% | N/A | 0.104% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 25,705 | $1.09M | 0.0% | +27.5% | 0.559% | |
| 11/14/2024 | CreativeOne Wealth LLC | 7,593 | $323K | 0.0% | -4.0% | 0.165% | |
| 11/13/2024 | Freedom Investment Management Inc. | 32,035 | $1.36M | 0.1% | -4.1% | 0.696% | |
| 11/13/2024 | Townsquare Capital LLC | 9,909 | $422K | 0.0% | +10.4% | 0.215% | |
| 11/12/2024 | StoneX Group Inc. | 22,201 | $945K | 0.1% | +4.6% | 0.483% | |
| 11/12/2024 | Jim Saulnier & Associates LLC | 9,972 | $424K | 0.4% | N/A | 0.217% | |
| 11/7/2024 | Schwallier Wealth Management LLC | 15,320 | $652K | 0.5% | +167.6% | 0.333% | |
| 11/5/2024 | First Heartland Consultants Inc. | 11,950 | $509K | 0.1% | -12.7% | 0.260% | |
| 11/5/2024 | Harbour Investments Inc. | 38,270 | $1.63M | 0.0% | -52.7% | 0.832% | |
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| 11/5/2024 | Apollon Wealth Management LLC | 17,810 | $758K | 0.0% | -6.5% | 0.387% | |
| 11/5/2024 | Nations Financial Group Inc. IA ADV | 50,681 | $2.16M | 0.2% | N/A | 1.102% | |
| 11/1/2024 | Comprehensive Financial Consultants Institutional Inc. | 11,389 | $485K | 0.2% | +9.5% | 0.248% | |
| 10/31/2024 | Spinnaker Trust | 20,596 | $877K | 0.1% | -59.9% | 0.448% | |
| 10/31/2024 | Concurrent Investment Advisors LLC | 91,924 | $3.91M | 0.1% | N/A | 1.998% | |
| 10/30/2024 | World Equity Group Inc. | 26,192 | $1.12M | 0.4% | N/A | 0.569% | |
| 10/29/2024 | Clear Creek Financial Management LLC | 35,013 | $1.49M | 0.2% | +9.1% | 0.761% | |
| 10/25/2024 | Strategic Blueprint LLC | 32,478 | $1.38M | 0.1% | -1.0% | 0.706% | |
| 10/23/2024 | Santori & Peters Inc. | 33,502 | $1.43M | 0.6% | +1.1% | 0.728% | |
| 10/22/2024 | DHJJ Financial Advisors Ltd. | 2,175 | $93K | 0.0% | -22.6% | 0.047% | |
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