| 7/23/2025 | Opulen Financial Group LLC | 136,106 | $2.25M | 1.8% | +3.7% | 0.207% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 25,304 | $418K | 0.0% | +8.9% | 0.039% | |
| 7/23/2025 | Waycross Investment Management Co | 396,930 | $6.56M | 6.8% | -1.5% | 0.604% | |
| 7/22/2025 | Marietta Wealth Management LLC | 389,625 | $6.44M | 0.8% | +1.6% | 0.593% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 184,988 | $3.06M | 0.1% | +5.4% | 0.282% | |
| 7/21/2025 | Exchange Capital Management Inc. | 188,958 | $3.12M | 0.5% | -2.6% | 0.288% | |
| 7/18/2025 | Ledgewood Wealth Advisors LLC | 89,531 | $1.48M | 0.9% | +1.0% | 0.136% | |
| 7/18/2025 | Truist Financial Corp | 36,181 | $598K | 0.0% | +7.3% | 0.055% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 589,776 | $9.75M | 0.0% | +11.4% | 0.898% | |
| 7/17/2025 | Independence Bank of Kentucky | 68,340 | $1.13M | 0.2% | +4.2% | 0.104% | |
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| 7/17/2025 | Avior Wealth Management LLC | 2,557,892 | $42.28M | 1.5% | +4.9% | 3.893% | |
| 7/17/2025 | Hengehold Capital Management LLC | 2,062,293 | $34.09M | 3.1% | +99.0% | 3.139% | |
| 7/15/2025 | BCS Wealth Management | 290,810 | $4.81M | 1.0% | +8.0% | 0.443% | |
| 7/15/2025 | SJS Investment Consulting Inc. | 4,007 | $66K | 0.0% | N/A | 0.006% | |
| 7/14/2025 | Oliver Luxxe Assets LLC | 23,549 | $389K | 0.1% | +27.6% | 0.036% | |
| 7/14/2025 | Infinity Wealth Counsel LLC | 153,435 | $2.54M | 2.6% | +4.5% | 0.234% | |
| 7/11/2025 | Butensky & Cohen Financial Security Inc. | 77,549 | $1.28M | 0.4% | +4.2% | 0.119% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 17,634 | $291K | 0.1% | +110.1% | 0.027% | |
| 7/11/2025 | AA Financial Advisors LLC | 531,095 | $8.78M | 1.9% | +14.9% | 0.814% | |
| 7/10/2025 | Sterling Financial Group Inc. | 23,347 | $386K | 0.1% | -5.4% | 0.037% | |
| 7/10/2025 | Redhawk Wealth Advisors Inc. | 24,586 | $406K | 0.1% | -3.0% | 0.038% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 156,132 | $2.57M | 0.0% | +4.4% | 0.244% | |
| 7/8/2025 | Everpar Advisors LLC | 30,425 | $503K | 0.2% | +78.6% | 0.048% | |
| 7/7/2025 | Horizons Wealth Management | 80,143 | $1.33M | 0.9% | +6.3% | 0.125% | |
| 7/7/2025 | Vishria Bird Financial Group LLC | 282,516 | $4.67M | 1.6% | -1.1% | 0.442% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 22,751 | $371K | 0.0% | +43.9% | 0.039% | |
| 5/19/2025 | Jane Street Group LLC | 159,961 | $2.61M | 0.0% | +343.5% | 0.275% | |
| 5/16/2025 | Jones Financial Companies Lllp | 15,121 | $247K | 0.0% | -87.5% | 0.026% | |
| 5/16/2025 | Coordinated Financial Services Inc. CO | 33,676 | $549K | 0.4% | N/A | 0.057% | |
| 5/16/2025 | Redwood Financial Network Corp | 11,686 | $191K | 0.1% | N/A | 0.020% | |
| 5/16/2025 | NewEdge Advisors LLC | 65,514 | $1.07M | 0.0% | +8.1% | 0.111% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 23,017 | $375K | 0.0% | +34.4% | 0.039% | |
| 5/15/2025 | Capital Investment Counsel LLC | 1,248,721 | $20.37M | 3.4% | +2.6% | 2.146% | |
| 5/15/2025 | Royal Bank of Canada | 886,565 | $14.46M | 0.0% | +14.5% | 1.523% | |
| 5/15/2025 | MAI Capital Management | 310,358 | $5.06M | 0.0% | +21.1% | 0.533% | |
| 5/15/2025 | Baird Financial Group Inc. | 792,613 | $12.93M | 0.0% | N/A | 1.362% | |
| 5/15/2025 | Hanover Advisors Inc. | 24,246 | $395K | 0.2% | +60.5% | 0.042% | |
| 5/14/2025 | Comerica Bank | 33,659 | $549K | 0.0% | +534.8% | 0.058% | |
| 5/14/2025 | Freedom Investment Management Inc. | 13,771 | $225K | 0.0% | -50.3% | 0.024% | |
| 5/14/2025 | Oliver Luxxe Assets LLC | 18,450 | $301K | 0.1% | +20.6% | 0.032% | |
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| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 14,944 | $244K | 0.0% | +13.3% | 0.026% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 23,242 | $379K | 0.0% | +22.0% | 0.040% | |
| 5/14/2025 | Kestra Advisory Services LLC | 96,258 | $1.57M | 0.0% | +8.0% | 0.165% | |
| 5/14/2025 | Compound Planning Inc. | 10,060 | $164K | 0.0% | N/A | 0.017% | |
| 5/14/2025 | Capital Analysts LLC | 14,501 | $237K | 0.0% | -5.1% | 0.025% | |
| 5/14/2025 | Colonial Trust Advisors | 71,299 | $1.16M | 0.1% | +30.1% | 0.123% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 7,593,491 | $123.85M | 1.3% | +12.5% | 13.047% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 805,243 | $13.13M | 0.1% | +1.8% | 1.384% | |
| 5/13/2025 | Raymond James Financial Inc. | 3,344,072 | $54.54M | 0.0% | -3.0% | 5.746% | |
| 5/13/2025 | Redmond Asset Management LLC | 27,549 | $449K | 0.1% | N/A | 0.047% | |
| 5/13/2025 | Cookson Peirce & Co. Inc. | 597,638 | $9.75M | 0.5% | -1.0% | 1.027% | |
| 5/13/2025 | Infinity Wealth Counsel LLC | 146,785 | $2.39M | 2.6% | +1.0% | 0.252% | |
| 5/12/2025 | Motley Fool Wealth Management LLC | 1,210,522 | $19.74M | 1.2% | -7.5% | 2.080% | |
| 5/12/2025 | Invesco Ltd. | 1,425,132 | $23.24M | 0.0% | +8.0% | 2.449% | |
| 5/8/2025 | Headland Capital LLC | 996,729 | $16.26M | 5.4% | N/A | 1.713% | |
| 5/8/2025 | MONECO Advisors LLC | 861,146 | $14.05M | 1.4% | +93.5% | 1.480% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 175,430 | $2.86M | 0.1% | +11.3% | 0.301% | |
| 5/8/2025 | Harbour Investments Inc. | 15,589 | $254K | 0.0% | +107.1% | 0.027% | |
| 5/8/2025 | Davis R M Inc. | 72,818 | $1.19M | 0.0% | +32.2% | 0.125% | |
| 5/8/2025 | Eastern Bank | 114,850 | $1.87M | 0.0% | -62.3% | 0.197% | |
| 5/7/2025 | LPL Financial LLC | 1,831,434 | $29.87M | 0.0% | +14.5% | 3.147% | |
| 5/6/2025 | Cetera Investment Advisers | 25,423 | $415K | 0.0% | -54.9% | 0.044% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 48,867 | $797K | 0.0% | +27.7% | 0.084% | |
| 5/6/2025 | Carnegie Investment Counsel | 58,237 | $942K | 0.0% | +16.4% | 0.100% | |
| 5/6/2025 | Goepper Burkhardt LLC | 148,100 | $2.42M | 1.0% | +51.6% | 0.254% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 83,892 | $1.37M | 0.0% | N/A | 0.144% | |
| 5/5/2025 | Atlantic Union Bankshares Corp | 1,525,872 | $24.88M | 1.5% | +44.7% | 2.622% | |
| 5/5/2025 | Montag A & Associates Inc. | 3,254 | $53K | 0.0% | N/A | 0.006% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 56,577 | $923K | 0.0% | N/A | 0.097% | |
| 5/5/2025 | ETF Store Inc. | 16,293 | $266K | 0.3% | N/A | 0.028% | |
| 5/2/2025 | Opulen Financial Group LLC | 131,232 | $2.14M | 1.9% | +9.0% | 0.225% | |
| 5/2/2025 | Allen Capital Group LLC | 30,696 | $501K | 0.1% | +35.7% | 0.053% | |
| 5/2/2025 | Larson Financial Group LLC | 8,899 | $145K | 0.0% | +1,122.4% | 0.015% | |
| 5/2/2025 | Kaye Capital Management | 614,332 | $10.02M | 4.1% | -2.0% | 1.056% | |
| 5/1/2025 | Asset Dedication LLC | 336,542 | $5.49M | 0.4% | +26.1% | 0.581% | |
| 5/1/2025 | Stephens Inc. AR | 174,399 | $2.84M | 0.0% | +19.7% | 0.301% | |
| 4/29/2025 | YANKCOM Partnership | 12,619 | $206K | 0.1% | +42.0% | 0.022% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 333,645 | $5.44M | 0.0% | +40.3% | 0.576% | |
| 4/29/2025 | Novare Capital Management LLC | 143,531 | $2.34M | 0.2% | +3.2% | 0.248% | |
| 4/29/2025 | Wayfinding Financial LLC | 3,675 | $59K | 0.0% | N/A | 0.006% | |
| 4/28/2025 | Straight Path Wealth Management | 133,455 | $2.18M | 0.9% | +25.1% | 0.230% | |
| 4/28/2025 | Clark Asset Management LLC | 381,287 | $6.22M | 1.0% | +19.6% | 0.659% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 85,491 | $1.39M | 0.3% | +23.7% | 0.148% | |
| 4/28/2025 | Vishria Bird Financial Group LLC | 285,766 | $4.66M | 1.6% | -1.6% | 0.494% | |
| 4/28/2025 | Ledgewood Wealth Advisors LLC | 88,671 | $1.45M | 0.9% | +138.0% | 0.153% | |
| 4/24/2025 | Legacy CG LLC | 158,363 | $2.58M | 0.8% | -1.1% | 0.274% | |
| 4/23/2025 | G2 Capital Management LLC OH | 85,090 | $1.39M | 0.4% | +1.2% | 0.147% | |
| 4/22/2025 | Sawgrass Asset Management LLC | 105,240 | $1.72M | 0.2% | -8.9% | 0.182% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 70,092 | $1.14M | 0.0% | +73.5% | 0.121% | |
| 4/22/2025 | Marietta Wealth Management LLC | 383,631 | $6.26M | 0.9% | +4.1% | 0.663% | |
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| 4/21/2025 | Avior Wealth Management LLC | 2,439,184 | $39.78M | 1.5% | +22.0% | 4.213% | |
| 4/21/2025 | Siligmueller & Norvid Wealth Advisors LLC | 49,291 | $804K | 0.3% | N/A | 0.085% | |
| 4/17/2025 | AA Financial Advisors LLC | 462,376 | $7.54M | 1.8% | +20.8% | 0.799% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 529,363 | $8.63M | 0.0% | +113.2% | 0.914% | |
| 4/17/2025 | Hengehold Capital Management LLC | 1,036,161 | $16.90M | 1.6% | +15.1% | 1.790% | |
| 4/16/2025 | Everpar Advisors LLC | 17,036 | $278K | 0.1% | +31.3% | 0.029% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 149,522 | $2.44M | 0.0% | +16.1% | 0.258% | |
| 4/16/2025 | Sterling Financial Group Inc. | 24,677 | $402K | 0.1% | -2.8% | 0.043% | |
| 4/15/2025 | Ironwood Wealth Management LLC. | 23,385 | $381K | 0.1% | +3.3% | 0.040% | |
| 4/15/2025 | Redhawk Wealth Advisors Inc. | 25,355 | $414K | 0.1% | N/A | 0.044% | |
