| 8/19/2025 | Anchor Investment Management LLC | 1,425 | $31K | 0.0% | +235.3% | 0.007% | |
| 8/19/2025 | Asset Dedication LLC | 4,350 | $96K | 0.0% | N/A | 0.022% | |
| 8/18/2025 | Tyler Stone Wealth Management | 38,707 | $853K | 0.1% | +3.6% | 0.195% | |
| 8/15/2025 | Equitable Holdings Inc. | 343,562 | $7.58M | 0.1% | -4.3% | 1.726% | |
| 8/15/2025 | Captrust Financial Advisors | 259,885 | $5.73M | 0.0% | +6.0% | 1.306% | |
| 8/15/2025 | WFA of San Diego LLC | 2,294 | $51K | 0.0% | N/A | 0.012% | |
| 8/15/2025 | MML Investors Services LLC | 124,541 | $2.75M | 0.0% | +18.3% | 0.626% | |
| 8/15/2025 | Bank of America Corp DE | 91,342 | $2.01M | 0.0% | +34.8% | 0.459% | |
| 8/15/2025 | Ameriprise Financial Inc. | 209,104 | $4.61M | 0.0% | +5.5% | 1.051% | |
| 8/14/2025 | Jane Street Group LLC | 27,714 | $611K | 0.0% | -42.9% | 0.139% | |
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| 8/14/2025 | Raymond James Financial Inc. | 156,154 | $3.44M | 0.0% | -47.8% | 0.785% | |
| 8/14/2025 | HUB Investment Partners LLC | 299,313 | $6.60M | 0.2% | +9.5% | 1.504% | |
| 8/13/2025 | Invesco Ltd. | 124,113 | $2.74M | 0.0% | +29.1% | 0.624% | |
| 8/13/2025 | VestGen Advisors LLC | 20,337 | $448K | 0.0% | +35.5% | 0.102% | |
| 8/13/2025 | Vermillion & White Wealth Management Group LLC | 21,269 | $469K | 0.3% | -27.3% | 0.107% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 307,039 | $6.77M | 0.1% | -5.3% | 1.543% | |
| 8/8/2025 | Cetera Investment Advisers | 423,448 | $9.34M | 0.0% | -10.6% | 2.128% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 27,282 | $602K | 0.0% | +143.5% | 0.137% | |
| 8/7/2025 | SFE Investment Counsel | 355,613 | $7.84M | 1.4% | +2.1% | 1.787% | |
| 8/6/2025 | Prospera Financial Services Inc | 130,790 | $2.88M | 0.1% | +2.4% | 0.657% | |
| 8/6/2025 | Rovin Capital UT ADV | 199,085 | $4.39M | 1.3% | -1.1% | 1.000% | |
| 8/5/2025 | Key Financial Inc | 18,835 | $415K | 0.1% | +41.9% | 0.095% | |
| 8/5/2025 | Pacific Wealth Strategies Group Inc. | 31,328 | $687K | 0.5% | +172.4% | 0.157% | |
| 8/5/2025 | Summit Investment Advisory Services LLC | 112,928 | $2.49M | 2.1% | N/A | 0.567% | |
| 8/4/2025 | IFG Advisory LLC | 16,307 | $360K | 0.0% | +20.8% | 0.082% | |
| 8/1/2025 | GPM Growth Investors Inc. | 210,775 | $4.65M | 1.8% | +11.9% | 1.059% | |
| 8/1/2025 | Advisory Alpha LLC | 265,313 | $5.85M | 0.2% | +19.0% | 1.333% | |
| 8/1/2025 | Koss Olinger Consulting LLC | 15,643 | $345K | 0.0% | -7.4% | 0.079% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 485,597 | $10.71M | 0.0% | +4.8% | 2.440% | |
| 7/31/2025 | Topsail Wealth Management LLC | 16,060 | $354K | 0.1% | +21.8% | 0.082% | |
| 7/31/2025 | Strait & Sound Wealth Management LLC | 65,231 | $1.44M | 0.6% | +33.6% | 0.331% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 21,559 | $475K | 0.2% | +89.3% | 0.109% | |
| 7/31/2025 | Carnegie Investment Counsel | 14,350 | $316K | 0.0% | N/A | 0.073% | |
| 7/31/2025 | Turning Point Benefit Group Inc. | 33,075 | $729K | 0.6% | +64.5% | 0.168% | |
| 7/30/2025 | Brookstone Capital Management | 27,104 | $598K | 0.0% | -5.3% | 0.138% | |
| 7/29/2025 | Alaska Permanent Capital Management LLC | 6,933 | $152K | 0.0% | N/A | 0.035% | |
| 7/29/2025 | Stephens Inc. AR | 16,006 | $353K | 0.0% | -18.5% | 0.081% | |
| 7/29/2025 | Alaska Wealth Advisors | 9,114 | $201K | 0.0% | N/A | 0.046% | |
| 7/29/2025 | BXM Wealth LLC | 10,025 | $221K | 0.3% | N/A | 0.051% | |
| 7/29/2025 | Kraft Davis & Associates LLC | 24,925 | $547K | 0.2% | +7.6% | 0.127% | |
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| 7/29/2025 | Latitude Advisors LLC | 10,760 | $237K | 0.1% | N/A | 0.055% | |
| 7/28/2025 | Harbour Investments Inc. | 48,227 | $1.06M | 0.0% | +2.1% | 0.245% | |
| 7/25/2025 | Astoria Portfolio Advisors LLC. | 57,742 | $1.27M | 0.4% | +1.3% | 0.298% | |
| 7/25/2025 | MGO One Seven LLC | 9,228 | $203K | 0.0% | N/A | 0.048% | |
| 7/24/2025 | Vantage Point Financial LLC | 46,375 | $1.02M | 0.4% | -2.0% | 0.239% | |
| 7/24/2025 | Leo Wealth LLC | 217,208 | $4.79M | 0.4% | N/A | 1.120% | |
| 7/22/2025 | 4Thought Financial Group Inc. | 20,899 | $461K | 0.2% | -3.2% | 0.108% | |
| 7/21/2025 | Segment Wealth Management LLC | 52,060 | $1.15M | 0.1% | -1.4% | 0.270% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 33,891 | $747K | 0.0% | +2.6% | 0.176% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 42,491 | $937K | 0.1% | +8.2% | 0.225% | |
| 7/15/2025 | Legacy Financial Group LLC | 27,076 | $597K | 0.1% | +6.3% | 0.143% | |
| 7/14/2025 | GAMMA Investing LLC | 4,311 | $95K | 0.0% | -92.3% | 0.023% | |
| 7/14/2025 | Sound Stewardship LLC | 53,005 | $1.17M | 0.6% | +11.5% | 0.280% | |
| 7/11/2025 | Quad Cities Investment Group LLC | 9,161 | $202K | 0.1% | N/A | 0.049% | |
| 7/11/2025 | Meriwether Wealth & Planning LLC | 23,005 | $507K | 0.3% | +3.9% | 0.123% | |
| 7/11/2025 | Farther Finance Advisors LLC | 8,423 | $186K | 0.0% | N/A | 0.045% | |
| 7/11/2025 | AA Financial Advisors LLC | 15,797 | $348K | 0.1% | N/A | 0.084% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 38,571 | $850K | 0.0% | -20.0% | 0.206% | |
| 7/8/2025 | S.E.E.D. Planning Group LLC | 74,566 | $1.64M | 0.5% | +3.1% | 0.399% | |
| 5/19/2025 | Jane Street Group LLC | 48,543 | $1.05M | 0.0% | -33.1% | 0.273% | |
| 5/19/2025 | Advisory Alpha LLC | 222,977 | $4.83M | 0.2% | +19.7% | 1.253% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 13,923 | $301K | 0.0% | -7.4% | 0.078% | |
| 5/16/2025 | Strait & Sound Wealth Management LLC | 48,822 | $1.06M | 0.5% | +364.6% | 0.274% | |
| 5/16/2025 | Jones Financial Companies Lllp | 6,194 | $134K | 0.0% | -91.6% | 0.035% | |
| 5/16/2025 | NewEdge Advisors LLC | 61,296 | $1.33M | 0.0% | +7.8% | 0.344% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 30,796 | $666K | 0.0% | +21.9% | 0.173% | |
| 5/15/2025 | Royal Bank of Canada | 190,363 | $4.12M | 0.0% | +7.0% | 1.069% | |
| 5/15/2025 | OLD Mission Capital LLC | 51,181 | $1.11M | 0.0% | -12.0% | 0.288% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 29,248 | $633K | 0.5% | N/A | 0.164% | |
| 5/14/2025 | Comerica Bank | 15,635 | $338K | 0.0% | -37.5% | 0.088% | |
| 5/14/2025 | Compound Planning Inc. | 38,123 | $825K | 0.0% | +1.4% | 0.214% | |
| 5/14/2025 | Capital Analysts LLC | 14,536 | $315K | 0.0% | +24.9% | 0.082% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 324,102 | $7.01M | 0.1% | -1.5% | 1.821% | |
| 5/13/2025 | Raymond James Financial Inc. | 299,207 | $6.48M | 0.0% | +9.9% | 1.681% | |
| 5/13/2025 | Tyler Stone Wealth Management | 37,344 | $808K | 0.1% | +166.8% | 0.210% | |
| 5/13/2025 | Oder Investment Management LLC | 27,534 | $596K | 0.5% | +78.9% | 0.155% | |
| 5/13/2025 | FCA Corp TX | 48,101 | $1.04M | 0.3% | -2.2% | 0.270% | |
| 5/12/2025 | Invesco Ltd. | 96,120 | $2.08M | 0.0% | -2.9% | 0.540% | |
| 5/12/2025 | Koss Olinger Consulting LLC | 16,899 | $366K | 0.0% | +3.1% | 0.095% | |
| 5/8/2025 | IFG Advisory LLC | 13,500 | $292K | 0.0% | N/A | 0.076% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 33,020 | $715K | 0.0% | +2.2% | 0.186% | |
| 5/8/2025 | Harbour Investments Inc. | 47,227 | $1.02M | 0.0% | +5.1% | 0.265% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 11,203 | $242K | 0.0% | -7.6% | 0.063% | |
| 5/7/2025 | LPL Financial LLC | 1,138,315 | $24.63M | 0.0% | +30.6% | 6.395% | |
| 5/6/2025 | Cetera Investment Advisers | 473,610 | $10.25M | 0.0% | +26.5% | 2.661% | |
| 5/6/2025 | SFE Investment Counsel | 348,461 | $7.54M | 1.5% | +0.6% | 1.958% | |
| 5/6/2025 | IMA Advisory Services Inc. | 32,250 | $698K | 0.1% | -5.2% | 0.181% | |
| 5/5/2025 | Private Advisor Group LLC | 20,406 | $442K | 0.0% | N/A | 0.115% | |
| 5/2/2025 | GPM Growth Investors Inc. | 188,292 | $4.08M | 1.8% | +4.1% | 1.058% | |
| 5/2/2025 | Kaye Capital Management | 11,365 | $246K | 0.1% | N/A | 0.064% | |
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| 5/1/2025 | Key Financial Inc | 13,275 | $287K | 0.1% | +12.8% | 0.075% | |
| 5/1/2025 | CWM LLC | 2,200 | $48K | 0.0% | N/A | 0.012% | |
| 5/1/2025 | Stephens Inc. AR | 19,637 | $425K | 0.0% | +19.3% | 0.110% | |
| 4/30/2025 | Topsail Wealth Management LLC | 13,190 | $285K | 0.1% | +3.9% | 0.074% | |
| 4/30/2025 | AlphaStar Capital Management LLC | 16,634 | $360K | 0.0% | -4.8% | 0.093% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 463,195 | $10.02M | 0.0% | +7.8% | 2.602% | |
| 4/28/2025 | Ledgewood Wealth Advisors LLC | 17,234 | $373K | 0.2% | -27.6% | 0.097% | |
| 4/28/2025 | Rovin Capital UT ADV | 201,371 | $4.36M | 1.4% | +3.3% | 1.131% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 57,026 | $1.23M | 0.4% | +201.2% | 0.320% | |
| 4/25/2025 | MorganRosel Wealth Management LLC | 5,911 | $128K | 0.0% | N/A | 0.033% | |
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