| 4/29/2025 | YANKCOM Partnership | 7,173 | $146K | 0.1% | +71.3% | 0.018% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 65,960 | $1.34M | 0.0% | +6.4% | 0.167% | |
| 4/29/2025 | Novare Capital Management LLC | 92,953 | $1.89M | 0.2% | +14.9% | 0.236% | |
| 4/29/2025 | Wayfinding Financial LLC | 2,916 | $59K | 0.0% | N/A | 0.007% | |
| 4/28/2025 | Clark Asset Management LLC | 219,408 | $4.47M | 0.7% | +18.3% | 0.556% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 70,119 | $1.43M | 0.3% | +27.5% | 0.178% | |
| 4/28/2025 | Private Trust Co. NA | 3,438 | $70K | 0.0% | N/A | 0.009% | |
| 4/28/2025 | Vishria Bird Financial Group LLC | 623,809 | $12.71M | 4.3% | -1.5% | 1.581% | |
| 4/28/2025 | Ledgewood Wealth Advisors LLC | 104,837 | $2.14M | 1.4% | +51.4% | 0.266% | |
| 4/24/2025 | Legacy CG LLC | 126,608 | $2.58M | 0.8% | N/A | 0.322% | |
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| 4/23/2025 | G2 Capital Management LLC OH | 63,956 | $1.30M | 0.4% | +1.2% | 0.163% | |
| 4/22/2025 | Sawgrass Asset Management LLC | 82,454 | $1.68M | 0.2% | -8.5% | 0.209% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 296,916 | $6.05M | 0.0% | +14.1% | 0.753% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 41,888 | $853K | 0.0% | +29.9% | 0.106% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 91,487 | $1.86M | 0.0% | +84.2% | 0.232% | |
| 4/16/2025 | Sterling Financial Group Inc. | 589,738 | $12.01M | 4.3% | +0.4% | 1.495% | |
| 4/15/2025 | Redhawk Wealth Advisors Inc. | 20,157 | $411K | 0.1% | N/A | 0.051% | |
| 4/14/2025 | BCS Wealth Management | 224,719 | $4.58M | 1.2% | +8.2% | 0.570% | |
| 4/14/2025 | Bank of New Hampshire | 3,800 | $77K | 0.0% | +192.3% | 0.010% | |
| 4/11/2025 | Butensky & Cohen Financial Security Inc. | 56,788 | $1.16M | 0.4% | +10.0% | 0.140% | |
| 4/9/2025 | ETF Portfolio Partners Inc. | 9,933 | $202K | 0.1% | N/A | 0.025% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 49,664 | $999K | 0.0% | +105.9% | 0.132% | |
| 2/24/2025 | Wilkins Miller Wealth Management LLC | 33,460 | $673K | 0.7% | N/A | 0.089% | |
| 2/17/2025 | Vista Investment Management | 38,167 | $768K | 0.3% | N/A | 0.102% | |
| 2/17/2025 | Waverly Advisors LLC | 14,874 | $299K | 0.0% | +17.4% | 0.040% | |
| 2/17/2025 | Ellevest Inc. | 72,776 | $1.46M | 0.1% | +7.9% | 0.194% | |
| 2/17/2025 | Colonial Trust Co SC | 24,380 | $490K | 0.1% | +58.3% | 0.065% | |
| 2/17/2025 | Captrust Financial Advisors | 17,623 | $354K | 0.0% | +10.4% | 0.047% | |
| 2/17/2025 | Citadel Advisors LLC | 165,905 | $3.34M | 0.0% | +138.8% | 0.442% | |
| 2/17/2025 | Bank of America Corp DE | 467,423 | $9.40M | 0.0% | -6.7% | 1.246% | |
| 2/17/2025 | Ameriprise Financial Inc. | 119,073 | $2.40M | 0.0% | -6.8% | 0.318% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 4,620,491 | $92.92M | 1.0% | +90.5% | 12.321% | |
| 2/14/2025 | Jane Street Group LLC | 118,341 | $2.38M | 0.0% | +150.0% | 0.316% | |
| 2/14/2025 | Susquehanna International Group LLP | 108,195 | $2.18M | 0.0% | +151.3% | 0.289% | |
| 2/14/2025 | Stifel Financial Corp | 22,329 | $449K | 0.0% | +27.1% | 0.060% | |
| 2/14/2025 | MML Investors Services LLC | 58,169 | $1.17M | 0.0% | +31.3% | 0.155% | |
| 2/13/2025 | Sagespring Wealth Partners LLC | 36,986 | $744K | 0.0% | N/A | 0.099% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 11,900 | $239K | 0.0% | -11.0% | 0.032% | |
| 2/13/2025 | Colonial Trust Advisors | 26,375 | $530K | 0.0% | +51.1% | 0.070% | |
| 2/13/2025 | Invesco Ltd. | 492,150 | $9.90M | 0.0% | +1.1% | 1.312% | |
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| 2/13/2025 | Envestnet Asset Management Inc. | 61,982 | $1.25M | 0.0% | +6.0% | 0.165% | |
| 2/13/2025 | Wells Fargo & Company MN | 2,025,931 | $40.74M | 0.0% | +12.0% | 5.402% | |
| 2/12/2025 | Motley Fool Wealth Management LLC | 1,679,205 | $33.70M | 1.7% | +58.2% | 4.478% | |
| 2/11/2025 | FCA Corp TX | 30,088 | $605K | 0.2% | +6.7% | 0.080% | |
| 2/11/2025 | LPL Financial LLC | 1,138,974 | $22.91M | 0.0% | +13.1% | 3.037% | |
| 2/11/2025 | HUB Investment Partners LLC | 57,748 | $1.16M | 0.0% | +6.3% | 0.154% | |
| 2/10/2025 | Harbour Investments Inc. | 1,741 | $35K | 0.0% | N/A | 0.005% | |
| 2/10/2025 | JPL Wealth Management LLC | 32,514 | $654K | 0.2% | N/A | 0.087% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 188,898 | $3.80M | 0.0% | +5.6% | 0.504% | |
| 2/7/2025 | Davis R M Inc. | 18,496 | $372K | 0.0% | +93.2% | 0.049% | |
| 2/7/2025 | Independent Advisor Alliance | 26,695 | $537K | 0.0% | N/A | 0.071% | |
| 2/7/2025 | G2 Capital Management LLC OH | 63,188 | $1.27M | 0.4% | +1.3% | 0.169% | |
| 2/7/2025 | Coordinated Financial Services Inc. | 15,962 | $321K | 0.3% | N/A | 0.043% | |
| 2/7/2025 | Atlantic Union Bankshares Corp | 1,246,420 | $25.07M | 1.5% | +8.4% | 3.324% | |
| 2/6/2025 | Opulen Financial Group LLC | 87,809 | $1.77M | 1.6% | N/A | 0.234% | |
| 2/6/2025 | Raymond James Financial Inc. | 2,848,518 | $57.28M | 0.0% | N/A | 7.596% | |
| 2/6/2025 | Atria Investments Inc | 65,615 | $1.32M | 0.0% | +18.5% | 0.175% | |
| 2/6/2025 | Cookson Peirce & Co. Inc. | 481,638 | $9.69M | 0.4% | +5.0% | 1.284% | |
| 2/6/2025 | Jones Financial Companies Lllp | 78,335 | $1.58M | 0.0% | +87.6% | 0.209% | |
| 2/5/2025 | Noble Wealth Management PBC | 2,450 | $49K | 0.0% | N/A | 0.007% | |
| 2/4/2025 | Exchange Capital Management Inc. | 152,747 | $3.07M | 0.5% | -1.6% | 0.407% | |
| 2/4/2025 | Addison Advisors LLC | 213,726 | $4.30M | 1.2% | +9.2% | 0.570% | |
| 2/4/2025 | Quartz Partners LLC | 27,036 | $544K | 0.3% | +13.6% | 0.072% | |
| 2/4/2025 | Dover Advisors LLC | 17,007 | $342K | 0.2% | +4.0% | 0.045% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 54,986 | $1.11M | 0.0% | +139.3% | 0.148% | |
| 1/30/2025 | Aveo Capital Partners LLC | 15,407 | $310K | 0.0% | +4.7% | 0.042% | |
| 1/29/2025 | Sawgrass Asset Management LLC | 90,085 | $1.81M | 0.2% | +21.8% | 0.243% | |
| 1/29/2025 | Wingate Wealth Advisors Inc. | 4,226 | $85K | 0.1% | N/A | 0.011% | |
| 1/28/2025 | Stephens Inc. AR | 99,062 | $1.99M | 0.0% | +33.0% | 0.267% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 760,355 | $15.29M | 0.0% | +3,209.2% | 2.069% | |
| 1/27/2025 | YANKCOM Partnership | 4,187 | $84K | 0.0% | N/A | 0.011% | |
| 1/24/2025 | Independence Bank of Kentucky | 52,743 | $1.06M | 0.2% | +10.3% | 0.145% | |
| 1/23/2025 | Allen Capital Group LLC | 17,979 | $362K | 0.0% | +50.3% | 0.049% | |
| 1/23/2025 | Asset Dedication LLC | 117,932 | $2.37M | 0.2% | +69.3% | 0.324% | |
| 1/23/2025 | Capital Investment Counsel LLC | 51,342 | $1.03M | 0.2% | N/A | 0.141% | |
| 1/21/2025 | Novare Capital Management LLC | 80,904 | $1.63M | 0.1% | +274.8% | 0.222% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 3,480 | $70K | 0.0% | N/A | 0.010% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 32,242 | $648K | 0.0% | N/A | 0.088% | |
| 1/17/2025 | Davis Capital Management | 11,486 | $231K | 0.2% | +9.8% | 0.032% | |
| 1/15/2025 | Gill Capital Partners LLC | 480,301 | $9.66M | 3.5% | +4.3% | 1.340% | |
| 1/15/2025 | Butensky & Cohen Financial Security Inc. | 51,624 | $1.04M | 0.3% | +6.0% | 0.144% | |
| 1/15/2025 | Kaye Capital Management | 18,344 | $369K | 0.2% | +47.2% | 0.051% | |
| 1/15/2025 | Sterling Financial Group Inc. | 587,447 | $11.81M | 4.4% | +9.8% | 1.639% | |
| 1/14/2025 | Tlwm | 74,735 | $1.50M | 0.3% | +17.3% | 0.208% | |
| 1/13/2025 | BCS Wealth Management | 207,604 | $4.18M | 1.0% | +6.5% | 0.579% | |
| 1/13/2025 | Eastern Bank | 1,422,048 | $28.60M | 0.5% | -0.9% | 3.967% | |
| 1/13/2025 | Capital Investment Advisors LLC | 12,253 | $246K | 0.0% | N/A | 0.034% | |
| 1/7/2025 | Bank of New Hampshire | 1,300 | $26K | 0.0% | N/A | 0.004% | |
| 11/15/2024 | MML Investors Services LLC | 44,297 | $929K | 0.0% | +7.1% | 0.144% | |
| 11/15/2024 | Jane Street Group LLC | 47,343 | $993K | 0.0% | -50.5% | 0.154% | |
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| 11/15/2024 | Stifel Financial Corp | 17,566 | $368K | 0.0% | N/A | 0.057% | |
| 11/15/2024 | Motley Fool Wealth Management LLC | 1,061,760 | $22.27M | 1.1% | -3.6% | 3.453% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 13,592 | $285K | 0.0% | -10.1% | 0.044% | |
| 11/14/2024 | Captrust Financial Advisors | 15,959 | $335K | 0.0% | N/A | 0.052% | |
| 11/14/2024 | Atlantic Union Bankshares Corp | 1,149,834 | $24.11M | 1.4% | +16.6% | 3.739% | |
| 11/13/2024 | Davis R M Inc. | 9,574 | $201K | 0.0% | N/A | 0.031% | |
| 11/12/2024 | Allen Capital Group LLC | 11,965 | $251K | 0.0% | N/A | 0.039% | |
| 11/6/2024 | Sawgrass Asset Management LLC | 73,971 | $1.55M | 0.2% | +34.4% | 0.241% | |
| 11/6/2024 | Vishria Bird Financial Group LLC | 633,724 | $13.29M | 5.0% | -0.2% | 2.061% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 2,425,254 | $50.86M | 0.7% | +37.7% | 7.887% | |
