| 5/29/2025 | Nova Wealth Management Inc. | 6,686 | $252K | 0.2% | -20.0% | 0.070% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 1,584 | $60K | 0.0% | -77.5% | 0.017% | |
| 5/15/2025 | Cascade Investment Group Inc. | 5,679 | $214K | 0.2% | -28.9% | 0.067% | |
| 5/14/2025 | CreativeOne Wealth LLC | 21,515 | $811K | 0.0% | N/A | 0.253% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 6,340 | $239K | 0.0% | +11.5% | 0.075% | |
| 5/14/2025 | Kestra Advisory Services LLC | 220,528 | $8.31M | 0.0% | +7.7% | 2.594% | |
| 5/13/2025 | Raymond James Financial Inc. | 107,843 | $4.06M | 0.0% | +15.6% | 1.269% | |
| 5/12/2025 | Integrity Financial Corp WA | 33,836 | $1.28M | 0.7% | -0.9% | 0.398% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 10,240 | $386K | 0.0% | -66.9% | 0.120% | |
| 5/8/2025 | Harbour Investments Inc. | 38,324 | $1.44M | 0.0% | -5.6% | 0.451% | |
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| 5/8/2025 | Grantvest Financial Group LLC | 12,822 | $483K | 0.4% | -17.3% | 0.151% | |
| 5/8/2025 | FSB Premier Wealth Management Inc. | 20,207 | $761K | 0.3% | +3.3% | 0.238% | |
| 5/6/2025 | Cetera Investment Advisers | 158,171 | $5.96M | 0.0% | +192.2% | 1.861% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 5,624 | $212K | 0.0% | N/A | 0.066% | |
| 5/6/2025 | Kovack Advisors Inc. | 7,960 | $300K | 0.0% | N/A | 0.094% | |
| 5/6/2025 | AE Wealth Management LLC | 4,053 | $153K | 0.0% | -58.3% | 0.048% | |
| 5/6/2025 | Ignite Planners LLC | 43,963 | $1.66M | 0.3% | +13.7% | 0.517% | |
| 5/1/2025 | CWM LLC | 71,659 | $2.70M | 0.0% | +1.6% | 0.843% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 28,464 | $1.07M | 0.3% | -19.2% | 0.335% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 176,605 | $6.65M | 0.0% | +272.3% | 2.078% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 4,457 | $168K | 0.0% | +27.5% | 0.052% | |
| 4/28/2025 | Mutual Advisors LLC | 36,512 | $1.37M | 0.0% | +21.5% | 0.430% | |
| 4/25/2025 | Spinnaker Trust | 5,689 | $214K | 0.0% | N/A | 0.067% | |
| 4/23/2025 | Spire Wealth Management | 38,167 | $1.44M | 0.0% | -12.5% | 0.491% | |
| 4/22/2025 | Wetzel Investment Advisors Inc. | 38,739 | $1.46M | 0.7% | -1.4% | 0.498% | |
| 4/22/2025 | Buck Wealth Strategies LLC | 8,666 | $327K | 0.1% | N/A | 0.111% | |
| 4/22/2025 | Echo Wealth Management LLC | 6,395 | $241K | 0.2% | N/A | 0.082% | |
| 4/21/2025 | Jim Saulnier & Associates LLC | 10,018 | $377K | 0.3% | -14.6% | 0.129% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 873 | $33K | 0.0% | -43.4% | 0.011% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 23,312 | $878K | 0.0% | N/A | 0.300% | |
| 4/16/2025 | Hickory Asset Management Inc. | 94,420 | $3.56M | 3.2% | +25.5% | 1.214% | |
| 4/16/2025 | Spectrum Asset Management Inc. NB CA | 139,108 | $5.24M | 2.3% | -0.3% | 1.788% | |
| 4/14/2025 | Farther Finance Advisors LLC | 14,629 | $552K | 0.0% | N/A | 0.188% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 69,768 | $2.63M | 0.3% | -49.7% | 0.897% | |
| 4/10/2025 | Maltin Wealth Management Inc. | 9,402 | $354K | 0.2% | -25.6% | 0.121% | |
| 4/9/2025 | NBC Securities Inc. | 1,133 | $42K | 0.0% | +113,200.0% | 0.015% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 35,210 | $1.34M | 0.4% | N/A | 0.529% | |
| 2/26/2025 | LifeWealth Investments LLC | 13,340 | $509K | 0.3% | N/A | 0.135% | |
| 2/25/2025 | Armis Advisers LLC | 46,743 | $1.78M | 0.2% | N/A | 0.472% | |
| 2/17/2025 | Scissortail Wealth Management LLC | 29,415 | $1.12M | 0.3% | +18,755.8% | 0.297% | |
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| 2/17/2025 | Cresset Asset Management LLC | 8,724 | $333K | 0.0% | +4.3% | 0.088% | |
| 2/17/2025 | Cetera Investment Advisers | 54,128 | $2.07M | 0.0% | -9.5% | 0.547% | |
| 2/17/2025 | Citadel Advisors LLC | 12,534 | $478K | 0.0% | -28.2% | 0.127% | |
| 2/14/2025 | Jane Street Group LLC | 20,002 | $763K | 0.0% | -29.7% | 0.202% | |
| 2/14/2025 | Susquehanna International Group LLP | 45,672 | $1.74M | 0.0% | +147.6% | 0.461% | |
| 2/13/2025 | NewEdge Advisors LLC | 13,039 | $498K | 0.0% | -10.9% | 0.132% | |
| 2/13/2025 | Mariner LLC | 8,525 | $325K | 0.0% | +3.5% | 0.086% | |
| 2/13/2025 | Barclays PLC | 1,825 | $70K | 0.0% | -25.9% | 0.018% | |
| 2/13/2025 | Townsquare Capital LLC | 5,262 | $201K | 0.0% | N/A | 0.053% | |
| 2/13/2025 | Integrity Financial Corp WA | 34,137 | $1.30M | 0.7% | -3.1% | 0.345% | |
| 2/13/2025 | Raymond James Financial Inc. | 93,283 | $3.56M | 0.0% | N/A | 0.942% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 47,435 | $1.81M | 0.0% | +0.7% | 0.479% | |
| 2/12/2025 | OLD Mission Capital LLC | 22,873 | $873K | 0.0% | -60.0% | 0.231% | |
| 2/12/2025 | StoneX Group Inc. | 22,495 | $859K | 0.1% | +14.4% | 0.227% | |
| 2/12/2025 | FSB Premier Wealth Management Inc. | 19,568 | $747K | 0.3% | -37.5% | 0.198% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 6,393 | $244K | 0.0% | -17.3% | 0.065% | |
| 2/11/2025 | Grantvest Financial Group LLC | 15,495 | $591K | 0.7% | N/A | 0.157% | |
| 2/11/2025 | LPL Financial LLC | 17,680 | $675K | 0.0% | -2.1% | 0.179% | |
| 2/10/2025 | Arbor Capital Management Inc. ADV | 7,392 | $286K | 0.3% | -4.2% | 0.075% | |
| 2/10/2025 | Harbour Investments Inc. | 40,579 | $1.55M | 0.0% | -22.3% | 0.410% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 12,786 | $488K | 0.0% | +2.7% | 0.129% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 111,325 | $4.25M | 0.0% | -4.1% | 1.124% | |
| 2/10/2025 | Capasso Planning Partners LLC | 9,796 | $374K | 0.1% | N/A | 0.099% | |
| 2/6/2025 | Raymond James Financial Inc. | 93,283 | $3.56M | 0.0% | N/A | 0.942% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 13,857 | $529K | 0.0% | -97.6% | 0.140% | |
| 2/4/2025 | IFP Advisors Inc | 18,193 | $694K | 0.0% | -6.2% | 0.184% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 30,976 | $1.18M | 0.0% | -23.2% | 0.313% | |
| 1/31/2025 | Truist Financial Corp | 12,030 | $459K | 0.0% | -2.3% | 0.122% | |
| 1/30/2025 | Hickory Asset Management Inc. | 75,208 | $2.87M | 2.4% | N/A | 0.760% | |
| 1/29/2025 | Beacon Financial Group | 10,000 | $382K | 0.0% | -9.1% | 0.101% | |
| 1/29/2025 | BostonPremier Wealth LLC | 6,478 | $247K | 0.1% | N/A | 0.065% | |
| 1/28/2025 | Spectrum Asset Management Inc. NB CA | 139,471 | $5.32M | 2.4% | -1.7% | 1.409% | |
| 1/27/2025 | Foguth Wealth Management LLC. | 113,866 | $4.42M | 1.2% | -24.4% | 1.150% | |
| 1/24/2025 | Spire Wealth Management | 43,644 | $1.67M | 0.1% | -14.2% | 0.441% | |
| 1/22/2025 | Wetzel Investment Advisors Inc. | 39,280 | $1.50M | 0.7% | -1.1% | 0.397% | |
| 1/17/2025 | Mutual Advisors LLC | 30,048 | $1.16M | 0.0% | -10.7% | 0.304% | |
| 1/16/2025 | Maltin Wealth Management Inc. | 12,637 | $482K | 0.2% | -14.8% | 0.128% | |
| 1/14/2025 | Ignite Planners LLC | 38,653 | $1.48M | 0.3% | -29.5% | 0.390% | |
| 1/14/2025 | Signal Advisors Wealth LLC | 138,643 | $5.29M | 0.6% | -6.2% | 1.400% | |
| 12/26/2024 | JPMorgan Chase & Co. | 14,303 | $534K | 0.0% | N/A | 0.144% | |
| 11/19/2024 | Barclays PLC | 2,463 | $92K | 0.0% | N/A | 0.025% | |
| 11/15/2024 | Barclays PLC | 2,463 | $92K | 0.0% | N/A | 0.025% | |
| 11/15/2024 | MML Investors Services LLC | 16,046 | $599K | 0.0% | -4.6% | 0.162% | |
| 11/15/2024 | Jane Street Group LLC | 28,470 | $1.06M | 0.0% | -22.8% | 0.288% | |
| 11/14/2024 | CreativeOne Wealth LLC | 5,562 | $208K | 0.0% | -56.4% | 0.056% | |
| 11/12/2024 | StoneX Group Inc. | 19,664 | $734K | 0.1% | -2.5% | 0.199% | |
| 11/12/2024 | Jim Saulnier & Associates LLC | 11,733 | $438K | 0.4% | N/A | 0.119% | |
| 11/6/2024 | Oppenheimer & Co. Inc. | 588,707 | $21.98M | 0.3% | -1.8% | 5.947% | |
| 11/5/2024 | First Heartland Consultants Inc. | 6,113 | $228K | 0.0% | -6.8% | 0.062% | |
| 11/5/2024 | Harbour Investments Inc. | 52,219 | $1.95M | 0.1% | -1.4% | 0.527% | |
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| 11/1/2024 | Acorn Financial Advisory Services Inc. ADV | 6,289 | $235K | 0.0% | -23.7% | 0.064% | |
| 11/1/2024 | Holistic Planning LLC | 18,194 | $679K | 0.3% | N/A | 0.184% | |
| 10/30/2024 | Wetzel Investment Advisors Inc. | 39,702 | $1.48M | 0.7% | -3.9% | 0.401% | |
| 10/29/2024 | Clear Creek Financial Management LLC | 6,602 | $247K | 0.0% | +12.9% | 0.067% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 748 | $28K | 0.0% | +148.5% | 0.008% | |
| 10/28/2024 | Focus Financial Network Inc. | 8,618 | $322K | 0.0% | +45.2% | 0.087% | |
| 10/23/2024 | Spectrum Asset Management Inc. NB CA | 141,874 | $5.30M | 2.2% | -0.6% | 1.433% | |
| 10/21/2024 | Integrity Financial Corp WA | 35,226 | $1.32M | 0.8% | -3.3% | 0.356% | |
| 10/18/2024 | Raymond James & Associates | 103,657 | $3.87M | 0.0% | -3.9% | 1.047% | |
| 10/15/2024 | NBC Securities Inc. | 3,758 | $140K | 0.0% | -7.6% | 0.038% | |
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