| 7/9/2026 | Allied Private Wealth LLC | 5,922 | $371K | 0.2% | N/A | 0.004% | |
| 7/9/2026 | Valeo Financial Advisors LLC | 4,357 | $286K | 0.0% | N/A | 0.003% | |
| 7/6/2026 | Somerset Trust Co | 15,068 | $989K | 0.3% | N/A | 0.009% | |
| 7/2/2026 | Silverleafe Capital Partners LLC | 64,832 | $4.25M | 1.2% | +0.5% | 0.041% | |
| 6/3/2026 | Parallel Advisors LLC | 7,876 | $368K | 0.0% | +89.6% | 0.005% | |
| 5/21/2026 | Vestor Capital LLC | 1,500 | $70K | 0.0% | +26.3% | 0.001% | |
| 5/19/2026 | McIlrath & Eck LLC | 4,000 | $187K | 0.0% | N/A | 0.003% | |
| 5/19/2026 | Arkadios Wealth Advisors | 8,101 | $378K | 0.0% | +16.0% | 0.005% | |
| 5/7/2026 | Parallel Advisors LLC | 7,876 | $368K | 0.0% | +89.6% | 0.005% | |
| 5/7/2026 | Valley Wealth Managers Inc. | 748,911 | $34.95M | 2.3% | +15.0% | 0.483% | |
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| 5/1/2026 | Manning & Napier Advisors LLC | 1,295 | $58K | 0.0% | +111.3% | 0.001% | |
| 4/30/2026 | First Horizon Corp | 10,826 | $505K | 0.0% | +8.7% | 0.007% | |
| 4/27/2026 | Sound Income Strategies LLC | 1,155 | $55K | 0.0% | -22.4% | 0.001% | |
| 4/24/2026 | Root Financial Partners LLC | 2,171 | $101K | 0.0% | -20.1% | 0.001% | |
| 4/24/2026 | Harbor Investment Advisory LLC | 12,200 | $569K | 0.0% | -7.6% | 0.008% | |
| 4/23/2026 | North Star Investment Management Corp. | 1,366 | $64K | 0.0% | +19.3% | 0.001% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 96,417 | $4.50M | 0.0% | -32.0% | 0.062% | |
| 4/21/2026 | Fiduciary Alliance LLC | 69,009 | $3.22M | 0.2% | +5.1% | 0.045% | |
| 4/17/2026 | AdvisorNet Financial Inc | 9,328 | $435K | 0.0% | -12.4% | 0.006% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 20,663 | $964K | 0.0% | +11.5% | 0.013% | |
| 2/20/2026 | Sunbelt Securities Inc. | 7,452 | $379K | 0.0% | -6.8% | 0.005% | |
| 2/18/2026 | Ameriflex Group Inc. | 1,240 | $63K | 0.0% | -50.0% | 0.001% | |
| 2/17/2026 | Advisory Services Network LLC | 47,549 | $2.42M | 0.0% | -19.6% | 0.029% | |
| 2/17/2026 | Captrust Financial Advisors | 11,457 | $583K | 0.0% | +34.0% | 0.007% | |
| 2/17/2026 | Carret Asset Management LLC | 28,363 | $1.44M | 0.1% | +3.6% | 0.017% | |
| 2/13/2026 | Gen Wealth Partners Inc | 521 | $26K | 0.0% | +86.1% | 0.000% | |
| 2/13/2026 | Arkadios Wealth Advisors | 6,983 | $355K | 0.0% | +27.0% | 0.004% | |
| 2/13/2026 | Beck Capital Management LLC | 6,465 | $329K | 0.1% | +5.5% | 0.004% | |
| 2/12/2026 | IFC & Insurance Marketing Inc. | 2,198 | $112K | 0.1% | N/A | 0.001% | |
| 2/11/2026 | Vestor Capital LLC | 1,188 | $60K | 0.0% | N/A | 0.001% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 141,789 | $7.21M | 0.0% | +27.7% | 0.087% | |
| 2/11/2026 | Fortune Financial Group Inc. | 7,098 | $371K | 0.4% | N/A | 0.004% | |
| 2/11/2026 | JPMorgan Chase & Co. | 1,531,632 | $77.90M | 0.0% | +2.6% | 0.943% | |
| 2/11/2026 | Comprehensive Financial Planning Inc. PA | 8,070 | $410K | 0.3% | +6.6% | 0.005% | |
| 2/11/2026 | Parallel Advisors LLC | 4,155 | $211K | 0.0% | -28.5% | 0.003% | |
| 2/10/2026 | Transatlantique Private Wealth LLC | 11,477 | $584K | 0.2% | +8.0% | 0.007% | |
| 2/10/2026 | Root Financial Partners LLC | 2,716 | $138K | 0.0% | +973.5% | 0.002% | |
| 2/9/2026 | Eukles Asset Management | 1,656 | $84K | 0.0% | +208.4% | 0.001% | |
| 2/6/2026 | EverSource Wealth Advisors LLC | 3,419 | $174K | 0.0% | +9,140.5% | 0.002% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 8,752 | $445K | 0.0% | +9.7% | 0.005% | |
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| 2/5/2026 | Elyxium Wealth LLC | 9,153 | $466K | 0.0% | -35.4% | 0.006% | |
| 2/5/2026 | L & S Advisors Inc | 36,503 | $1.86M | 0.2% | +3.9% | 0.022% | |
| 2/4/2026 | Legacy Financial Advisors Inc. | 7,106 | $361K | 0.0% | -7.1% | 0.005% | |
| 2/4/2026 | Rollins Financial Advisors LLC | 20,011 | $1.02M | 0.1% | +65.4% | 0.013% | |
| 2/4/2026 | Valley Wealth Managers Inc. | 651,042 | $33.11M | 2.1% | +1.2% | 0.429% | |
| 2/4/2026 | Concentrum Wealth Management | 44,914 | $2.28M | 0.6% | +985.1% | 0.030% | |
| 2/4/2026 | LRI Investments LLC | 17,640 | $897K | 0.1% | -27.4% | 0.012% | |
| 2/3/2026 | Manning & Napier Advisors LLC | 613 | $31K | 0.0% | N/A | 0.000% | |
| 2/3/2026 | Providence First Trust Co | 30,284 | $1.54M | 0.5% | -50.1% | 0.020% | |
| 2/3/2026 | SBI Securities Co. Ltd. | 11,169 | $568K | 0.0% | -3.6% | 0.007% | |
| 1/30/2026 | Archer Investment Corp | 1,236 | $63K | 0.0% | -58.6% | 0.001% | |
| 1/28/2026 | Kingswood Wealth Advisors LLC | 9,920 | $505K | 0.0% | +66.5% | 0.007% | |
| 1/27/2026 | Belpointe Asset Management LLC | 64,275 | $3.27M | 0.1% | +36.8% | 0.043% | |
| 1/27/2026 | Fortis Capital Advisors LLC | 5,104 | $260K | 0.0% | N/A | 0.003% | |
| 1/26/2026 | Private Trust Co. NA | 2,157 | $110K | 0.0% | +91.9% | 0.001% | |
| 1/26/2026 | Nations Financial Group Inc. IA ADV | 18,527 | $942K | 0.0% | +19.2% | 0.012% | |
| 1/22/2026 | Fiduciary Alliance LLC | 65,682 | $3.34M | 0.2% | +15.5% | 0.044% | |
| 1/21/2026 | Crews Bank & Trust | 550 | $28K | 0.0% | -55.6% | 0.000% | |
| 1/21/2026 | Sound Income Strategies LLC | 1,488 | $78K | 0.0% | +264.7% | 0.001% | |
| 1/20/2026 | Jackson Wealth Management LLC | 4,876 | $248K | 0.0% | N/A | 0.003% | |
| 1/20/2026 | Thurston Springer Miller Herd & Titak Inc. | 2,079 | $106K | 0.0% | +64.3% | 0.001% | |
| 1/14/2026 | Game Plan Financial Advisors LLC | 1,700 | $86K | 0.0% | N/A | 0.001% | |
| 1/13/2026 | CoreCap Advisors LLC | 47,904 | $2.44M | 0.1% | -20.7% | 0.033% | |
| 1/12/2026 | Silverleafe Capital Partners LLC | 182,963 | $9.31M | 2.8% | -0.5% | 0.125% | |
| 1/7/2026 | Harbor Investment Advisory LLC | 13,200 | $671K | 0.0% | +20.0% | 0.009% | |
| 11/26/2025 | JPMorgan Chase & Co. | 1,492,275 | $73.70M | 0.0% | +19.7% | 1.111% | |
| 11/25/2025 | KERR FINANCIAL PLANNING Corp | 4,000 | $201K | 0.3% | N/A | 0.003% | |
| 11/19/2025 | Sunbelt Securities Inc. | 7,997 | $395K | 0.0% | +34.9% | 0.006% | |
| 11/17/2025 | Flow Traders U.S. LLC | 288,944 | $14.27M | 0.6% | N/A | 0.215% | |
| 11/17/2025 | Calydon Capital | 22,131 | $1.09M | 0.2% | -49.9% | 0.016% | |
| 11/17/2025 | Ameriprise Financial Inc. | 6,733 | $333K | 0.0% | N/A | 0.005% | |
| 11/14/2025 | Ancora Advisors LLC | 11,875 | $587K | 0.0% | +233.6% | 0.009% | |
| 11/13/2025 | BNP Paribas Financial Markets | 7,869 | $389K | 0.0% | +9.9% | 0.006% | |
| 11/13/2025 | Nemes Rush Group LLC | 603 | $30K | 0.0% | +503.0% | 0.000% | |
| 11/13/2025 | Parallel Advisors LLC | 5,815 | $287K | 0.0% | +65.0% | 0.004% | |
| 11/13/2025 | Ameriflex Group Inc. | 2,480 | $122K | 0.0% | -76.3% | 0.002% | |
| 11/12/2025 | Comprehensive Financial Planning Inc. PA | 7,569 | $374K | 0.3% | +3.0% | 0.006% | |
| 11/12/2025 | Creative Financial Designs Inc. ADV | 7,980 | $394K | 0.0% | +32.4% | 0.006% | |
| 11/10/2025 | Rollins Financial Advisors LLC | 12,096 | $597K | 0.1% | N/A | 0.009% | |
| 11/10/2025 | Legacy Financial Advisors Inc. | 7,646 | $378K | 0.1% | N/A | 0.006% | |
| 11/10/2025 | Concentrum Wealth Management | 4,139 | $204K | 0.1% | N/A | 0.003% | |
| 11/10/2025 | Rossby Financial LCC | 1,189 | $59K | 0.0% | N/A | 0.001% | |
| 11/7/2025 | L & S Advisors Inc | 35,142 | $1.74M | 0.2% | +15.5% | 0.026% | |
| 11/7/2025 | JPMorgan Chase & Co. | 1,492,275 | $73.70M | 0.0% | +19.7% | 1.111% | |
| 11/5/2025 | Eukles Asset Management | 537 | $27K | 0.0% | N/A | 0.000% | |
| 11/5/2025 | Prime Capital Investment Advisors LLC | 11,868 | $586K | 0.0% | +12.3% | 0.009% | |
| 11/5/2025 | Next Capital Management LLC | 4,700 | $232K | 0.1% | N/A | 0.003% | |
| 11/5/2025 | SBI Securities Co. Ltd. | 11,590 | $572K | 0.0% | +84.6% | 0.009% | |
| 11/3/2025 | Valley Wealth Managers Inc. | 643,556 | $31.79M | 2.1% | +2.6% | 0.480% | |
| 11/3/2025 | Archer Investment Corp | 2,982 | $147K | 0.0% | N/A | 0.002% | |
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| 11/3/2025 | Private Wealth Asset Management LLC | 1,145 | $57K | 0.0% | +87.7% | 0.001% | |
| 11/3/2025 | Belpointe Asset Management LLC | 46,984 | $2.32M | 0.1% | -13.3% | 0.035% | |
| 10/29/2025 | Grey Fox Wealth Advisors LLC | 718 | $35K | 0.0% | N/A | 0.001% | |
| 10/29/2025 | Providence First Trust Co | 60,695 | $3.00M | 1.0% | +0.6% | 0.046% | |
| 10/29/2025 | Arkadios Wealth Advisors | 5,499 | $272K | 0.0% | N/A | 0.004% | |
| 10/29/2025 | Tradewinds LLC. | 44,398 | $2.19M | 0.5% | N/A | 0.034% | |
| 10/29/2025 | SOL Capital Management CO | 32,325 | $1.60M | 0.1% | N/A | 0.025% | |
| 10/28/2025 | Leavell Investment Management Inc. | 5,264 | $260K | 0.0% | N/A | 0.004% | |
| 10/28/2025 | Nations Financial Group Inc. IA ADV | 15,539 | $767K | 0.0% | +9.4% | 0.012% | |
| 10/27/2025 | Sage Private Wealth Group LLC | 11,024 | $544K | 0.3% | N/A | 0.008% | |