| 5/28/2025 | Intrua Financial LLC | 82,500 | $3.26M | 0.5% | +16.0% | 0.990% | |
| 5/19/2025 | Jane Street Group LLC | 7,476 | $295K | 0.0% | N/A | 0.090% | |
| 5/16/2025 | Jones Financial Companies Lllp | 26,100 | $1.03M | 0.0% | N/A | 0.313% | |
| 5/16/2025 | NewEdge Advisors LLC | 20,027 | $791K | 0.0% | +25.6% | 0.240% | |
| 5/15/2025 | Royal Bank of Canada | 8,519 | $337K | 0.0% | +6.3% | 0.102% | |
| 5/14/2025 | Comerica Bank | 9,490 | $375K | 0.0% | -6.2% | 0.114% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 337,760 | $13.35M | 0.0% | +60.7% | 4.055% | |
| 5/14/2025 | Capital Analysts LLC | 723 | $29K | 0.0% | N/A | 0.009% | |
| 5/13/2025 | Raymond James Financial Inc. | 87,754 | $3.47M | 0.0% | +31.3% | 1.053% | |
| 5/13/2025 | HighTower Advisors LLC | 62,742 | $2.48M | 0.0% | +600.4% | 0.753% | |
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| 5/12/2025 | Capital Planning Advisors LLC | 95,281 | $3.77M | 0.6% | +40.9% | 1.144% | |
| 5/12/2025 | Benjamin Edwards Inc. | 979,889 | $38.73M | 0.5% | +17.4% | 11.763% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 27,923 | $1.10M | 0.0% | -26.6% | 0.329% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 29,905 | $1.18M | 0.1% | +48.1% | 0.353% | |
| 5/8/2025 | Harbour Investments Inc. | 4,945 | $195K | 0.0% | +241.7% | 0.058% | |
| 5/8/2025 | Private Advisory Group LLC | 71,506 | $2.83M | 0.3% | N/A | 0.843% | |
| 5/7/2025 | LPL Financial LLC | 1,270,534 | $50.21M | 0.0% | -4.2% | 14.983% | |
| 5/6/2025 | Cetera Investment Advisers | 45,661 | $1.81M | 0.0% | +7.3% | 0.538% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 6,296 | $249K | 0.0% | N/A | 0.074% | |
| 5/6/2025 | Madison Asset Management LLC | 255,241 | $10.09M | 0.1% | +8.8% | 3.010% | |
| 5/5/2025 | Foundry Financial Group Inc. | 60,372 | $2.39M | 1.5% | -28.0% | 0.712% | |
| 5/5/2025 | Private Advisor Group LLC | 17,703 | $700K | 0.0% | +93.0% | 0.209% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 5,623 | $222K | 0.0% | N/A | 0.066% | |
| 5/2/2025 | Larson Financial Group LLC | 386,545 | $15.28M | 0.7% | +80.4% | 4.558% | |
| 5/2/2025 | Firestone Capital Management | 6,401 | $253K | 0.1% | N/A | 0.075% | |
| 5/1/2025 | Alaska Permanent Capital Management LLC | 326,650 | $12.89M | 1.1% | N/A | 3.852% | |
| 5/1/2025 | Alaska Wealth Advisors | 109,572 | $4.33M | 0.7% | N/A | 1.292% | |
| 5/1/2025 | Nikulski Financial Inc. | 5,335 | $211K | 0.1% | N/A | 0.063% | |
| 5/1/2025 | Fifth Third Securities Inc. | 24,690 | $976K | 0.1% | N/A | 0.291% | |
| 4/30/2025 | Narus Financial Partners LLC | 5,369 | $212K | 0.1% | N/A | 0.063% | |
| 4/29/2025 | Centennial Bank AR | 7,700 | $304K | 0.1% | -16.9% | 0.091% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 41,713 | $1.65M | 0.0% | +44.2% | 0.492% | |
| 4/25/2025 | Beacon Financial Planning Inc. | 100,300 | $3.96M | 2.3% | +13.4% | 1.183% | |
| 4/24/2025 | Golden State Wealth Management LLC | 15,651 | $619K | 0.1% | +20.0% | 0.185% | |
| 4/23/2025 | Perigon Wealth Management LLC | 83,918 | $3.32M | 0.1% | +6.4% | 0.990% | |
| 4/23/2025 | Golden State Wealth Management LLC | 31,301 | $1.24M | 0.1% | +140.0% | 0.369% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 27,221 | $1.08M | 0.0% | +34.0% | 0.321% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 5,362 | $212K | 0.0% | +6.8% | 0.063% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 71,382 | $2.82M | 1.1% | +8.2% | 0.648% | |
| 4/17/2025 | Good Life Advisors LLC | 31,597 | $1.25M | 0.1% | -3.3% | 0.287% | |
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| 4/16/2025 | Twin Peaks Wealth Advisors LLC | 14,330 | $522K | 0.2% | -4.8% | 0.130% | |
| 4/16/2025 | Accordant Advisory Group Inc | 186,176 | $7.36M | 7.2% | +459.8% | 1.691% | |
| 4/11/2025 | SeaCrest Wealth Management LLC | 7,345 | $290K | 0.0% | -9.9% | 0.067% | |
| 4/11/2025 | Northwest Financial Advisors | 6,329 | $250K | 0.2% | N/A | 0.057% | |
| 4/10/2025 | Breakwater Capital Group | 205,198 | $8.11M | 1.4% | +15.6% | 1.864% | |
| 4/1/2025 | Confluence Investment Management LLC | 459,211 | $18.15M | 0.3% | +7.3% | 4.171% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 6,206 | $263K | 0.2% | N/A | 0.056% | |
| 2/17/2025 | Family Management Corp | 29,466 | $1.25M | 0.2% | +59.3% | 0.790% | |
| 2/17/2025 | Cetera Investment Advisers | 42,567 | $1.80M | 0.0% | +19.3% | 1.141% | |
| 2/17/2025 | Bank of America Corp DE | 37,591 | $1.59M | 0.0% | +8.2% | 1.008% | |
| 2/17/2025 | Benjamin Edwards Inc. | 834,530 | $35.34M | 0.5% | +1.1% | 22.373% | |
| 2/14/2025 | Schwallier Wealth Management LLC | 165,083 | $6.99M | 5.3% | +5.1% | 4.426% | |
| 2/14/2025 | IHT Wealth Management LLC | 7,884 | $334K | 0.0% | N/A | 0.211% | |
| 2/14/2025 | Stifel Financial Corp | 998,146 | $42.27M | 0.0% | -1.8% | 26.760% | |
| 2/13/2025 | NewEdge Advisors LLC | 15,951 | $676K | 0.0% | N/A | 0.428% | |
| 2/13/2025 | Raymond James Financial Inc. | 66,824 | $2.83M | 0.0% | N/A | 1.792% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 28,929 | $1.23M | 0.0% | +81.2% | 0.776% | |
| 2/11/2025 | LPL Financial LLC | 1,326,833 | $56.19M | 0.0% | +0.5% | 35.572% | |
| 2/10/2025 | Harbour Investments Inc. | 1,447 | $61K | 0.0% | N/A | 0.039% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 5,022 | $213K | 0.0% | N/A | 0.135% | |
| 2/10/2025 | Madison Investment Advisors LLC | 234,561 | $9.93M | 0.1% | N/A | 6.288% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 128,241 | $5.43M | 0.0% | +1.3% | 3.438% | |
| 2/7/2025 | HighTower Advisors LLC | 8,958 | $379K | 0.0% | +73.4% | 0.240% | |
| 2/7/2025 | SPX Gestao de Recursos Ltda | 314,950 | $13.34M | 2.0% | N/A | 8.444% | |
| 2/7/2025 | Independent Advisor Alliance | 391,689 | $16.59M | 0.2% | N/A | 10.501% | |
| 2/7/2025 | Larson Financial Group LLC | 214,212 | $9.07M | 0.5% | +116.5% | 5.743% | |
| 2/7/2025 | Foundry Financial Group Inc. | 83,806 | $3.55M | 2.2% | -1.4% | 2.247% | |
| 2/6/2025 | Raymond James Financial Inc. | 66,824 | $2.83M | 0.0% | N/A | 1.792% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 1,525 | $65K | 0.0% | N/A | 0.041% | |
| 2/6/2025 | Atria Investments Inc | 14,698 | $622K | 0.0% | -2.9% | 0.394% | |
| 2/5/2025 | New York Life Investment Management LLC | 508,483 | $21.53M | 0.2% | +0.4% | 13.632% | |
| 2/3/2025 | Private Advisor Group LLC | 9,172 | $388K | 0.0% | +26.1% | 0.246% | |
| 2/3/2025 | Good Life Advisors LLC | 32,681 | $1.38M | 0.1% | -54.5% | 0.876% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 38,037 | $1.61M | 0.0% | +26.9% | 1.020% | |
| 1/30/2025 | Roman Butler Fullerton & Co. | 16,060 | $696K | 0.2% | +27.9% | 0.431% | |
| 1/30/2025 | DHJJ Financial Advisors Ltd. | 65,982 | $2.79M | 1.1% | +19.2% | 1.769% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 8,744 | $370K | 0.0% | N/A | 0.234% | |
| 1/28/2025 | Golden State Wealth Management LLC | 13,044 | $552K | 0.1% | N/A | 0.350% | |
| 1/27/2025 | Financial Advocates Investment Management | 10,065 | $426K | 0.0% | -11.8% | 0.270% | |
| 1/27/2025 | Beacon Financial Planning Inc. | 88,429 | $3.75M | 2.2% | +42.8% | 2.371% | |
| 1/24/2025 | GPS Wealth Strategies Group LLC | 1,313 | $56K | 0.0% | N/A | 0.035% | |
| 1/23/2025 | Swmg LLC | 14,424 | $626K | 0.2% | -4.6% | 0.387% | |
| 1/23/2025 | Fox Financial Inc | 6,742 | $286K | 0.3% | -50.9% | 0.181% | |
| 1/23/2025 | Accordant Advisory Group Inc | 33,255 | $1.41M | 1.4% | +4,083.0% | 0.892% | |
| 1/22/2025 | Perigon Wealth Management LLC | 78,863 | $3.38M | 0.1% | -19.8% | 2.114% | |
| 1/17/2025 | Capital Planning Advisors LLC | 67,610 | $2.86M | 0.4% | N/A | 1.813% | |
| 1/15/2025 | J2 Capital Management Inc | 12,721 | $539K | 0.5% | N/A | 0.341% | |
| 1/14/2025 | Breakwater Capital Group | 177,554 | $7.52M | 1.5% | +3.3% | 4.760% | |
| 1/2/2025 | Confluence Investment Management LLC | 427,904 | $18.12M | 0.3% | +2.4% | 11.472% | |
| 11/15/2024 | MML Investors Services LLC | 4,937 | $214K | 0.0% | -7.3% | 0.132% | |
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| 11/15/2024 | Stifel Financial Corp | 1,016,927 | $44.02M | 0.0% | N/A | 27.263% | |
| 11/15/2024 | Swmg LLC | 15,112 | $699K | 0.3% | N/A | 0.405% | |
| 11/15/2024 | HighTower Advisors LLC | 5,166 | $223K | 0.0% | N/A | 0.138% | |
| 11/15/2024 | Benjamin Edwards Inc. | 825,139 | $35.72M | 0.5% | N/A | 22.122% | |
| 11/12/2024 | Larson Financial Group LLC | 98,962 | $4.28M | 0.2% | +2,975.3% | 2.653% | |
| 11/7/2024 | Schwallier Wealth Management LLC | 156,999 | $6.80M | 4.9% | +4.1% | 4.209% | |
| 11/1/2024 | Atria Investments Inc | 15,136 | $655K | 0.0% | N/A | 0.406% | |
| 10/31/2024 | Confluence Investment Management LLC | 417,867 | $18.09M | 0.2% | N/A | 11.203% | |
| 10/29/2024 | Centennial Bank AR | 40,664 | $1.76M | 0.8% | +8.4% | 1.090% | |
| 10/29/2024 | Roman Butler Fullerton & Co. | 12,552 | $552K | 0.2% | +99.5% | 0.337% | |
