| 5/2/2025 | Legacy Capital Wealth Partners LLC | 171,579 | $4.06M | 0.9% | -13.1% | 3.730% | |
| 4/29/2025 | Ifrah Financial Services Inc. | 34,195 | $820K | 0.2% | +35.5% | 0.743% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 11,146 | $267K | 0.0% | -12.5% | 0.242% | |
| 4/24/2025 | Holistic Planning LLC | 20,462 | $490K | 0.2% | N/A | 0.445% | |
| 4/23/2025 | Spire Wealth Management | 7,113 | $170K | 0.0% | -17.1% | 0.155% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 252,815 | $6.06M | 0.0% | -9.3% | 5.496% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 9,206 | $221K | 0.1% | +12.6% | 0.233% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 10,027 | $240K | 0.0% | -17.7% | 0.254% | |
| 4/14/2025 | SOA Wealth Advisors LLC. | 13,874 | $333K | 0.0% | +3.6% | 0.351% | |
| 4/10/2025 | Diligent Investors LLC | 11,464 | $275K | 0.1% | +15.1% | 0.290% | |
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| 4/9/2025 | Fragasso Financial Advisors Inc | 12,585 | $302K | 0.0% | +14.6% | 0.319% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 12,183 | $278K | 0.0% | N/A | 0.312% | |
| 2/26/2025 | LM Advisors LLC | 59,743 | $1.36M | 0.2% | +19.6% | 1.373% | |
| 2/18/2025 | GTS Securities LLC | 11,950 | $272K | 0.0% | N/A | 0.327% | |
| 2/17/2025 | Lionshead Wealth Management LLC | 155,208 | $3.54M | 2.6% | N/A | 4.252% | |
| 2/17/2025 | Cetera Investment Advisers | 195,509 | $4.46M | 0.0% | +1.7% | 5.356% | |
| 2/17/2025 | Citadel Advisors LLC | 31,294 | $713K | 0.0% | N/A | 0.857% | |
| 2/14/2025 | MGO One Seven LLC | 355,916 | $8.11M | 0.3% | -1.5% | 9.751% | |
| 2/14/2025 | Freedom Investment Management Inc. | 9,721 | $222K | 0.0% | -7.1% | 0.266% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 19,242 | $439K | 0.0% | -90.4% | 0.527% | |
| 2/13/2025 | Integrity Financial Corp WA | 73,456 | $1.67M | 1.0% | -9.3% | 2.012% | |
| 2/13/2025 | Advisory Services Network LLC | 19,041 | $434K | 0.0% | N/A | 0.522% | |
| 2/12/2025 | OLD Mission Capital LLC | 12,436 | $283K | 0.0% | N/A | 0.341% | |
| 2/12/2025 | LM Advisors LLC | 59,743 | $1.36M | 0.2% | +19.6% | 1.637% | |
| 2/11/2025 | LPL Financial LLC | 14,080 | $321K | 0.0% | -4.3% | 0.386% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 25,578 | $583K | 0.0% | +1.9% | 0.701% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 241,933 | $5.51M | 0.0% | -2.3% | 6.628% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 16,973 | $387K | 0.0% | -2.6% | 0.465% | |
| 2/6/2025 | Raymond James Financial Inc. | 430,702 | $9.82M | 0.0% | N/A | 11.800% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 1,456 | $33K | 0.0% | -25.6% | 0.040% | |
| 2/5/2025 | Maia Wealth LLC | 431,824 | $9.84M | 2.1% | +235.5% | 11.831% | |
| 2/5/2025 | Noble Wealth Management PBC | 1,200 | $27K | 0.0% | N/A | 0.033% | |
| 2/4/2025 | IFP Advisors Inc | 17,315 | $395K | 0.0% | -6.3% | 0.474% | |
| 2/3/2025 | Sigma Planning Corp | 16,291 | $371K | 0.0% | +11.0% | 0.446% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 25,808 | $588K | 0.0% | +1.8% | 0.707% | |
| 1/31/2025 | Ifrah Financial Services Inc. | 25,230 | $575K | 0.2% | +2.1% | 0.691% | |
| 1/30/2025 | Legacy Capital Wealth Partners LLC | 197,365 | $4.45M | 1.0% | -25.5% | 5.407% | |
| 1/29/2025 | Avidian Wealth Enterprises LLC | 12,742 | $290K | 0.0% | +8.7% | 0.349% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 12,765 | $291K | 0.0% | N/A | 0.350% | |
| 1/24/2025 | Spire Wealth Management | 8,576 | $195K | 0.0% | -8.7% | 0.235% | |
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| 1/16/2025 | Maltin Wealth Management Inc. | 18,604 | $424K | 0.2% | N/A | 0.510% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 200,099 | $4.85M | 0.0% | +6.3% | 5.482% | |
| 11/13/2024 | Freedom Investment Management Inc. | 10,467 | $254K | 0.0% | N/A | 0.287% | |
| 11/7/2024 | Claro Advisors LLC | 23,622 | $573K | 0.1% | -2.3% | 0.647% | |
| 11/6/2024 | Main Street Financial Solutions LLC | 21,186 | $514K | 0.0% | -4.5% | 0.580% | |
| 11/5/2024 | Harbour Investments Inc. | 16,144 | $392K | 0.0% | -89.4% | 0.442% | |
| 11/4/2024 | Legacy Capital Wealth Partners LLC | 264,939 | $6.37M | 1.1% | +35.8% | 7.259% | |
| 11/4/2024 | Sigma Planning Corp | 14,679 | $356K | 0.0% | N/A | 0.402% | |
| 10/30/2024 | Maia Wealth LLC | 128,708 | $3.12M | 0.7% | N/A | 3.526% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 2,542 | $62K | 0.0% | N/A | 0.070% | |
| 10/24/2024 | Vima LLC | 76,294 | $1.85M | 3.8% | -7.8% | 2.090% | |
| 10/24/2024 | Arkadios Wealth Advisors | 12,081 | $293K | 0.0% | +4.3% | 0.331% | |
| 10/21/2024 | Integrity Financial Corp WA | 81,014 | $1.97M | 1.2% | -17.1% | 2.220% | |
| 10/18/2024 | Raymond James & Associates | 213,581 | $5.18M | 0.0% | -2.8% | 5.852% | |
| 10/17/2024 | Claro Advisors LLC | 3,254 | $79K | 0.0% | -86.5% | 0.089% | |
| 10/8/2024 | Brookstone Capital Management | 9,719 | $236K | 0.0% | N/A | 0.266% | |
| 8/22/2024 | Cetera Investment Advisers | 180,654 | $4.19M | 0.0% | +91.9% | 4.949% | |
| 8/8/2024 | Vima LLC | 82,785 | $1.92M | 4.2% | N/A | 2.268% | |
| 8/8/2024 | Main Street Financial Solutions LLC | 22,176 | $514K | 0.0% | -17.7% | 0.608% | |
| 8/7/2024 | MGO One Seven LLC | 372,412 | $8.63M | 0.4% | +1.3% | 10.203% | |
| 8/6/2024 | Chris Bulman Inc | 1,146 | $27K | 0.0% | N/A | 0.031% | |
| 8/2/2024 | Legacy Capital Wealth Partners LLC | 195,097 | $4.52M | 1.2% | N/A | 5.345% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 185,805 | $4.31M | 0.0% | +39.0% | 5.091% | |
| 7/30/2024 | Integrity Financial Corp WA | 97,669 | $2.26M | 1.4% | +23.0% | 2.676% | |
| 7/29/2024 | Arkadios Wealth Advisors | 11,581 | $268K | 0.0% | +23.2% | 0.317% | |
| 7/26/2024 | Harbour Investments Inc. | 151,960 | $3.52M | 0.1% | +898.6% | 4.163% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 325,442 | $7.54M | 0.0% | +15.3% | 8.916% | |
| 7/19/2024 | Raymond James & Associates | 219,637 | $5.09M | 0.0% | +292.0% | 6.017% | |
| 7/17/2024 | SOA Wealth Advisors LLC. | 13,819 | $320K | 0.1% | +1,676.2% | 0.379% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 24,455 | $567K | 0.0% | +31.2% | 0.670% | |
| 7/16/2024 | EWG Elevate Inc. | 55,379 | $1.28M | 0.5% | N/A | 1.517% | |
| 7/12/2024 | DHJJ Financial Advisors Ltd. | 8,177 | $190K | 0.1% | +21.3% | 0.224% | |
| 5/24/2024 | Cetera Advisors LLC | 19,945 | $462K | 0.0% | -58.5% | 0.546% | |
| 5/24/2024 | Cetera Investment Advisers | 94,147 | $2.18M | 0.0% | +171.6% | 2.579% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 18,640 | $432K | 0.0% | +4.8% | 0.511% | |
| 5/3/2024 | Integrity Financial Corp WA | 79,399 | $1.84M | 1.3% | N/A | 2.175% | |
| 5/1/2024 | Grant Street Asset Management Inc. | 115,106 | $2.67M | 0.9% | -45.0% | 3.154% | |
| 4/30/2024 | Arkadios Wealth Advisors | 9,403 | $218K | 0.0% | -16.3% | 0.277% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 133,711 | $3.10M | 0.0% | +22.4% | 3.933% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 282,231 | $6.54M | 0.0% | -1.9% | 8.301% | |
| 4/24/2024 | Spire Wealth Management | 10,615 | $246K | 0.0% | -18.3% | 0.312% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 94,000 | $2.18M | 0.0% | +25.0% | 2.765% | |
| 4/18/2024 | Claro Advisors LLC | 24,172 | $560K | 0.1% | -13.0% | 0.711% | |
| 4/11/2024 | DHJJ Financial Advisors Ltd. | 6,743 | $156K | 0.1% | +21.0% | 0.218% | |
| 4/10/2024 | Fragasso Group Inc. | 10,981 | $254K | 0.0% | -22.8% | 0.354% | |
| 2/14/2024 | MGO One Seven LLC | 358,261 | $7.92M | 0.5% | -0.8% | 11.557% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 17,785 | $393K | 0.0% | +3.3% | 0.574% | |
| 2/7/2024 | Principal Securities Inc. | 2,838 | $63K | 0.0% | N/A | 0.092% | |
| 2/6/2024 | Ifrah Financial Services Inc. | 22,350 | $494K | 0.1% | -4.8% | 0.721% | |
| 2/5/2024 | Kestra Private Wealth Services LLC | 16,744 | $370K | 0.0% | -79.4% | 0.540% | |
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| 2/5/2024 | Legacy Capital Wealth Partners LLC | 231,737 | $5.12M | 1.5% | N/A | 7.475% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 17,785 | $393K | 0.0% | +3.3% | 0.574% | |
| 1/30/2024 | DHJJ Financial Advisors Ltd. | 5,575 | $123K | 0.1% | -9.7% | 0.180% | |
| 1/25/2024 | Grant Street Asset Management Inc. | 209,354 | $4.63M | 1.6% | -11.8% | 6.753% | |
| 1/24/2024 | Arkadios Wealth Advisors | 11,233 | $248K | 0.0% | -19.5% | 0.362% | |
| 1/19/2024 | AlphaMark Advisors LLC | 10,028 | $222K | 0.1% | -38.5% | 0.323% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 75,224 | $1.66M | 0.0% | +54.4% | 2.427% | |
| 1/16/2024 | Raymond James & Associates | 13,773 | $304K | 0.0% | +12.7% | 0.444% | |
| 12/6/2023 | Grant Street Asset Management Inc. | 237,417 | $4.83M | 1.9% | +6.6% | 7.659% | |
| 11/13/2023 | Jaffetilchin Investment Partners LLC | 12,950 | $263K | 0.0% | -21.8% | 0.418% | |
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