| 8/15/2025 | Tower Research Capital LLC TRC | 3,412 | $87K | 0.0% | -47.1% | 0.028% | |
| 8/15/2025 | Asset Allocation Strategies LLC | 69,194 | $1.77M | 0.3% | N/A | 0.558% | |
| 8/15/2025 | Garden State Investment Advisory Services LLC | 121,944 | $3.12M | 0.8% | +37.9% | 0.983% | |
| 8/15/2025 | Elevatus Welath Management | 42,670 | $1.09M | 0.4% | -93.5% | 0.344% | |
| 8/15/2025 | Bank of America Corp DE | 84,142 | $2.15M | 0.0% | +9.1% | 0.679% | |
| 8/14/2025 | Jane Street Group LLC | 187,225 | $4.79M | 0.0% | +602.1% | 1.510% | |
| 8/14/2025 | Napa Wealth Management | 26,884 | $687K | 0.3% | -3.7% | 0.217% | |
| 8/14/2025 | NewEdge Advisors LLC | 3,367 | $86K | 0.0% | -71.1% | 0.027% | |
| 8/13/2025 | Flow Traders U.S. LLC | 10,939 | $280K | 0.0% | -62.2% | 0.088% | |
| 8/13/2025 | Invesco Ltd. | 275,182 | $7.03M | 0.0% | -28.9% | 2.219% | |
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| 8/12/2025 | J.W. Cole Advisors Inc. | 84,776 | $2.17M | 0.0% | -68.5% | 0.684% | |
| 8/12/2025 | TCP Asset Management LLC | 16,130 | $412K | 0.1% | -21.8% | 0.130% | |
| 8/11/2025 | Western Wealth Management LLC | 27,327 | $698K | 0.0% | +57.7% | 0.220% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 331,971 | $8.49M | 0.1% | +3.4% | 2.677% | |
| 8/8/2025 | Cetera Investment Advisers | 43,574 | $1.11M | 0.0% | +9.6% | 0.351% | |
| 8/8/2025 | Cedar Wealth Management LLC | 69,152 | $1.77M | 0.6% | +46.6% | 0.558% | |
| 8/6/2025 | AE Wealth Management LLC | 633,036 | $16.18M | 0.1% | +3.7% | 5.105% | |
| 8/5/2025 | Bank of New York Mellon Corp | 1,087,126 | $27.79M | 0.0% | +2.4% | 8.767% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 250,355 | $6.40M | 0.3% | +7.3% | 2.019% | |
| 8/1/2025 | Howard Capital Management Inc. | 24,262 | $620K | 0.0% | N/A | 0.196% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 112,807 | $2.88M | 0.0% | -49.5% | 0.910% | |
| 7/30/2025 | LifeWealth Investments LLC | 20,559 | $525K | 0.2% | +23.2% | 0.166% | |
| 7/30/2025 | Brookstone Capital Management | 483,218 | $12.35M | 0.2% | +22.3% | 3.897% | |
| 7/28/2025 | Triton Wealth Management PLLC | 10,284 | $263K | 0.1% | N/A | 0.083% | |
| 7/28/2025 | Harbour Investments Inc. | 12,766 | $326K | 0.0% | +211.7% | 0.103% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 85,943 | $2.20M | 0.1% | +318.8% | 0.693% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 23,349 | $597K | 0.0% | +33.8% | 0.188% | |
| 7/23/2025 | Elm3 Financial Group LLC | 255,303 | $6.53M | 5.4% | -23.0% | 2.059% | |
| 7/22/2025 | Simplicity Wealth LLC | 20,772 | $531K | 0.0% | +74.0% | 0.168% | |
| 7/21/2025 | Ashton Thomas Securities LLC | 88,800 | $2.27M | 0.5% | N/A | 0.716% | |
| 7/18/2025 | B.O.S.S. Retirement Advisors LLC | 244,676 | $6.25M | 1.6% | -16.2% | 1.973% | |
| 7/18/2025 | Truist Financial Corp | 14,506 | $371K | 0.0% | +8.7% | 0.117% | |
| 7/17/2025 | San Luis Wealth Advisors LLC | 82,799 | $2.12M | 0.5% | -21.3% | 0.668% | |
| 7/15/2025 | Avaii Wealth Management LLC | 15,478 | $396K | 0.2% | +59.0% | 0.125% | |
| 7/14/2025 | Chris Bulman Inc | 18,425 | $471K | 0.3% | +47.1% | 0.149% | |
| 7/14/2025 | Rooted Wealth Advisors Inc. | 233,617 | $5.99M | 2.1% | +3.0% | 1.884% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 299,084 | $7.67M | 0.0% | -12.8% | 2.412% | |
| 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% | |
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| 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% | |
| 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% | |
| 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% | |
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| 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% | |
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