| 5/27/2025 | Jacobi Capital Management LLC | 72,646 | $1.85M | 0.1% | +31.2% | 0.608% | |
| 5/19/2025 | Jane Street Group LLC | 26,666 | $680K | 0.0% | N/A | 0.223% | |
| 5/16/2025 | NewEdge Advisors LLC | 11,662 | $297K | 0.0% | N/A | 0.098% | |
| 5/15/2025 | Royal Bank of Canada | 47,727 | $1.22M | 0.0% | -18.6% | 0.399% | |
| 5/15/2025 | OLD Mission Capital LLC | 8,072 | $206K | 0.0% | -24.5% | 0.068% | |
| 5/14/2025 | Napa Wealth Management | 27,923 | $712K | 0.4% | +6.4% | 0.234% | |
| 5/14/2025 | Flow Traders U.S. LLC | 28,965 | $738K | 0.0% | -50.2% | 0.242% | |
| 5/13/2025 | Elevatus Welath Management | 658,360 | $16.78M | 9.5% | +49.4% | 5.509% | |
| 5/12/2025 | Knott David M Jr | 70,502 | $1.80M | 0.8% | -65.0% | 0.590% | |
| 5/12/2025 | Invesco Ltd. | 387,182 | $9.87M | 0.0% | -5.5% | 3.240% | |
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| 5/9/2025 | Cedar Wealth Management LLC | 47,163 | $1.20M | 0.4% | N/A | 0.395% | |
| 5/9/2025 | Liberty Wealth Management LLC | 115,215 | $2.94M | 0.1% | N/A | 0.964% | |
| 5/8/2025 | Harbour Investments Inc. | 4,096 | $104K | 0.0% | N/A | 0.034% | |
| 5/7/2025 | LPL Financial LLC | 1,371,414 | $34.96M | 0.0% | +75.8% | 11.476% | |
| 5/6/2025 | Cetera Investment Advisers | 39,749 | $1.01M | 0.0% | N/A | 0.333% | |
| 5/6/2025 | Elm3 Financial Group LLC | 331,625 | $8.45M | 7.4% | -30.3% | 2.775% | |
| 5/6/2025 | AE Wealth Management LLC | 610,355 | $15.56M | 0.1% | -5.3% | 5.108% | |
| 5/6/2025 | Proficio Capital Partners LLC | 331,290 | $8.45M | 0.7% | N/A | 2.772% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 268,720 | $6.85M | 0.2% | +164.4% | 2.249% | |
| 5/5/2025 | Private Advisor Group LLC | 41,856 | $1.07M | 0.0% | N/A | 0.350% | |
| 5/2/2025 | Fortis Group Advisors LLC | 23,992 | $612K | 0.1% | N/A | 0.201% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 321,104 | $8.19M | 0.2% | +45.7% | 2.687% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 15,449 | $394K | 0.4% | +19.7% | 0.129% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 20,521 | $523K | 0.0% | N/A | 0.172% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 223,543 | $5.70M | 0.0% | +11.8% | 1.608% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 17,450 | $445K | 0.0% | N/A | 0.126% | |
| 4/29/2025 | Bank of New York Mellon Corp | 1,061,641 | $27.06M | 0.0% | N/A | 7.638% | |
| 4/29/2025 | World Investment Advisors | 10,609 | $270K | 0.0% | N/A | 0.076% | |
| 4/29/2025 | Brookstone Capital Management | 395,039 | $10.07M | 0.1% | +3.6% | 2.842% | |
| 4/28/2025 | Private Trust Co. NA | 5,000 | $127K | 0.0% | N/A | 0.036% | |
| 4/28/2025 | TCP Asset Management LLC | 20,631 | $526K | 0.1% | -51.1% | 0.148% | |
| 4/25/2025 | Colonial River Investments LLC | 83,582 | $2.13M | 1.2% | N/A | 0.601% | |
| 4/24/2025 | Family Investment Center Inc. | 86,804 | $2.21M | 0.5% | N/A | 0.624% | |
| 4/23/2025 | Western Wealth Management LLC | 17,325 | $442K | 0.0% | N/A | 0.125% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 233,258 | $5.95M | 0.3% | +10.2% | 1.678% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 16,209 | $413K | 0.0% | N/A | 0.117% | |
| 4/21/2025 | LifeWealth Investments LLC | 16,692 | $425K | 0.2% | +70.2% | 0.120% | |
| 4/18/2025 | San Luis Wealth Advisors LLC | 105,158 | $2.68M | 0.6% | +123.2% | 0.757% | |
| 4/16/2025 | Avaii Wealth Management LLC | 9,734 | $248K | 0.1% | N/A | 0.070% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 343,173 | $8.75M | 0.0% | +13.2% | 2.469% | |
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| 4/15/2025 | Chris Bulman Inc | 12,522 | $319K | 0.2% | -3.5% | 0.090% | |
| 4/15/2025 | Simplicity Wealth LLC | 11,936 | $304K | 0.0% | N/A | 0.086% | |
| 4/8/2025 | Rooted Wealth Advisors Inc. | 226,889 | $5.59M | 2.3% | -5.0% | 1.632% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 303,071 | $7.77M | 0.0% | +4.6% | 2.237% | |
| 2/28/2025 | Park Square Financial Group LLC | 7,460 | $191K | 0.1% | N/A | 0.199% | |
| 2/26/2025 | LifeWealth Investments LLC | 9,810 | $252K | 0.2% | N/A | 0.262% | |
| 2/17/2025 | Napa Wealth Management | 26,242 | $673K | 0.3% | +61.3% | 0.700% | |
| 2/14/2025 | Bison Wealth LLC | 12,772 | $327K | 0.0% | -55.6% | 0.107% | |
| 2/14/2025 | Transce3nd LLC | 2,987 | $77K | 0.0% | N/A | 0.080% | |
| 2/14/2025 | Elevatus Welath Management | 440,812 | $11.30M | 3.9% | +7.2% | 11.755% | |
| 2/13/2025 | Regal Investment Advisors LLC | 19,903 | $510K | 0.0% | +19.5% | 0.531% | |
| 2/13/2025 | Mariner LLC | 287,710 | $7.38M | 0.0% | +100.0% | 7.672% | |
| 2/13/2025 | Invesco Ltd. | 409,672 | $10.50M | 0.0% | +244.3% | 10.925% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 199,883 | $5.13M | 0.0% | -4.1% | 5.330% | |
| 2/12/2025 | Knott David M Jr | 201,487 | $5.17M | 1.9% | +6.7% | 5.373% | |
| 2/12/2025 | OLD Mission Capital LLC | 10,697 | $274K | 0.0% | N/A | 0.285% | |
| 2/11/2025 | LPL Financial LLC | 780,144 | $20.00M | 0.0% | +105.9% | 20.804% | |
| 2/5/2025 | Jacobi Capital Management LLC | 55,363 | $1.42M | 0.1% | +1.4% | 1.476% | |
| 1/31/2025 | Truist Financial Corp | 13,626 | $349K | 0.0% | N/A | 0.363% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 101,628 | $2.61M | 0.1% | -3.3% | 2.710% | |
| 1/30/2025 | Rooted Wealth Advisors Inc. | 238,748 | $6.12M | 2.4% | +1.8% | 6.367% | |
| 1/29/2025 | Authentikos Wealth Advisory LLC | 13,544 | $347K | 0.3% | N/A | 0.361% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 220,412 | $5.65M | 0.1% | +38.7% | 5.878% | |
| 1/27/2025 | Elm3 Financial Group LLC | 475,939 | $12.20M | 10.4% | N/A | 12.692% | |
| 1/21/2025 | Flagship Harbor Advisors LLC | 211,605 | $5.43M | 0.3% | +17.6% | 5.643% | |
| 1/21/2025 | B.O.S.S. Retirement Advisors LLC | 313,373 | $8.04M | 2.2% | N/A | 8.357% | |
| 1/15/2025 | TCP Asset Management LLC | 42,167 | $1.08M | 0.2% | N/A | 1.124% | |
| 1/14/2025 | San Luis Wealth Advisors LLC | 47,120 | $1.21M | 0.2% | +67.0% | 1.257% | |
| 1/14/2025 | Seed Wealth Management Inc. | 8,860 | $227K | 0.2% | -24.2% | 0.236% | |
| 1/13/2025 | Brookstone Capital Management | 381,192 | $9.77M | 0.1% | N/A | 10.165% | |
| 1/10/2025 | Wealth Enhancement Advisory Services LLC | 284,510 | $7.30M | 0.0% | -1.8% | 7.587% | |
| 11/18/2024 | GG Group Ventures LLC | 13,052 | $335K | 0.5% | -42.2% | 0.348% | |
| 11/15/2024 | Jane Street Group LLC | 62,548 | $1.60M | 0.0% | N/A | 1.668% | |
| 11/14/2024 | Flow Traders U.S. LLC | 47,092 | $1.21M | 0.1% | +53.4% | 1.256% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 158,882 | $4.07M | 0.1% | +76.7% | 4.237% | |
| 11/7/2024 | Napa Wealth Management | 16,269 | $417K | 0.2% | N/A | 0.434% | |
| 10/24/2024 | Family Investment Center Inc. | 14,025 | $360K | 0.1% | +37.2% | 0.374% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 105,058 | $2.69M | 0.1% | -4.6% | 2.802% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 289,702 | $7.43M | 0.0% | -30.7% | 7.725% | |
| 10/9/2024 | San Luis Wealth Advisors LLC | 28,216 | $723K | 0.1% | -94.1% | 0.752% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 6,605 | $170K | 0.0% | N/A | 0.176% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 86,648 | $2.22M | 0.1% | +45.4% | 2.311% | |
| 5/7/2024 | Pillar Wealth Advisors LLC | 61,805 | $1.58M | 1.2% | N/A | 2.131% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 136,289 | $3.49M | 0.2% | +8.4% | 4.700% | |
| 4/16/2024 | Seed Wealth Management Inc. | 17,260 | $442K | 0.4% | -26.6% | 1.328% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 446,224 | $11.43M | 0.0% | +63.8% | 34.325% | |
| 4/15/2024 | Brookstone Capital Management | 8,467 | $217K | 0.0% | N/A | 0.651% | |
| 2/8/2024 | Kingsview Wealth Management LLC | 59,610 | $1.52M | 0.0% | +72.0% | 4.585% | |
| 1/31/2024 | J.W. Cole Advisors Inc. | 125,725 | $3.21M | 0.2% | N/A | 9.671% | |
| 1/24/2024 | Seed Wealth Management Inc. | 23,530 | $602K | 0.6% | -7.9% | 1.810% | |
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| 1/16/2024 | 3EDGE Asset Management LP | 27,535 | $704K | 0.1% | +6.1% | 2.118% | |
| 1/12/2024 | Fortitude Family Office LLC | 1,056 | $27K | 0.0% | N/A | 0.081% | |
| 11/7/2023 | Kingsview Wealth Management LLC | 34,650 | $886K | 0.0% | N/A | 2.665% | |
| 10/16/2023 | 3EDGE Asset Management LP | 25,944 | $663K | 0.1% | N/A | 1.996% | |
| 10/16/2023 | Seed Wealth Management Inc. | 25,550 | $654K | 0.7% | N/A | 1.965% | |
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