| 5/27/2025 | Jacobi Capital Management LLC | 9,758 | $230K | 0.0% | -12.0% | 0.097% | |
| 5/20/2025 | Focus Partners Wealth | 81,380 | $1.92M | 0.0% | +6.6% | 0.806% | |
| 5/19/2025 | Jane Street Group LLC | 82,625 | $1.95M | 0.0% | N/A | 0.818% | |
| 5/16/2025 | Jones Financial Companies Lllp | 135,724 | $3.15M | 0.0% | +1,169.4% | 1.344% | |
| 5/16/2025 | NewEdge Advisors LLC | 155,275 | $3.66M | 0.0% | +14.9% | 1.537% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 92,162 | $2.17M | 0.0% | +36.9% | 0.912% | |
| 5/15/2025 | Royal Bank of Canada | 49,722 | $1.17M | 0.0% | +6.8% | 0.492% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 46,598 | $1.10M | 0.8% | +19.5% | 0.461% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 29,737 | $700K | 0.0% | +32.8% | 0.294% | |
| 5/14/2025 | Kestra Advisory Services LLC | 42,043 | $990K | 0.0% | +5.2% | 0.416% | |
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| 5/14/2025 | Capital Analysts LLC | 7,368 | $174K | 0.0% | N/A | 0.073% | |
| 5/14/2025 | Voisard Asset Management Group Inc. | 13,130 | $309K | 0.1% | +47.5% | 0.130% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 42,479 | $1M | 0.0% | +2.6% | 0.421% | |
| 5/13/2025 | Raymond James Financial Inc. | 158,101 | $3.72M | 0.0% | +0.6% | 1.565% | |
| 5/13/2025 | HighTower Advisors LLC | 64,229 | $1.51M | 0.0% | +6.4% | 0.636% | |
| 5/12/2025 | Meridian Wealth Management LLC | 33,632 | $792K | 0.0% | -5.5% | 0.333% | |
| 5/12/2025 | Paulson Wealth Management Inc. | 44,514 | $1.05M | 0.3% | +2.0% | 0.441% | |
| 5/12/2025 | Invesco Ltd. | 273,727 | $6.45M | 0.0% | +14.0% | 2.710% | |
| 5/12/2025 | Benjamin Edwards Inc. | 12,910 | $304K | 0.0% | -18.3% | 0.128% | |
| 5/9/2025 | Kickstand Ventures LLC. | 15,178 | $357K | 0.1% | +60.4% | 0.150% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 11,609 | $273K | 0.0% | +51.6% | 0.115% | |
| 5/8/2025 | MONECO Advisors LLC | 78,862 | $1.86M | 0.2% | +40.0% | 0.781% | |
| 5/8/2025 | Harbour Investments Inc. | 17,818 | $420K | 0.0% | +4,092.5% | 0.176% | |
| 5/7/2025 | LPL Financial LLC | 338,907 | $7.98M | 0.0% | +13.6% | 3.356% | |
| 5/6/2025 | Cetera Investment Advisers | 13,220 | $311K | 0.0% | +42.1% | 0.131% | |
| 5/5/2025 | Atlantic Union Bankshares Corp | 279,069 | $6.57M | 0.4% | +11.4% | 2.763% | |
| 5/5/2025 | IFP Advisors Inc | 1,581 | $37K | 0.0% | -28.4% | 0.016% | |
| 5/5/2025 | Private Advisor Group LLC | 12,152 | $286K | 0.0% | +29.3% | 0.120% | |
| 5/2/2025 | Opulen Financial Group LLC | 8,512 | $200K | 0.2% | N/A | 0.084% | |
| 5/2/2025 | Larson Financial Group LLC | 5,349 | $126K | 0.0% | N/A | 0.053% | |
| 5/2/2025 | PAX Financial Group LLC | 54,406 | $1.28M | 0.2% | +13.0% | 0.539% | |
| 5/2/2025 | First Command Advisory Services Inc. | 34,009 | $801K | 0.0% | +5.2% | 0.337% | |
| 5/2/2025 | Signaturefd LLC | 42,664 | $1.01M | 0.0% | +535.4% | 0.422% | |
| 5/1/2025 | Key Financial Inc | 283,788 | $6.68M | 1.5% | +3.7% | 2.810% | |
| 5/1/2025 | Asset Dedication LLC | 105,006 | $2.47M | 0.2% | +22.0% | 1.040% | |
| 4/30/2025 | AlphaStar Capital Management LLC | 40,400 | $951K | 0.1% | -18.2% | 0.400% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 143,860 | $3.39M | 0.0% | +20.4% | 1.424% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 23,206 | $547K | 0.0% | +22.3% | 0.230% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 56,993 | $1.32M | 0.4% | +15.9% | 0.564% | |
| 4/25/2025 | Hills Bank & Trust Co | 78,361 | $1.85M | 0.1% | +160.2% | 0.776% | |
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| 4/21/2025 | Avior Wealth Management LLC | 157,492 | $3.71M | 0.1% | +22.8% | 1.559% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 54,798 | $1.29M | 0.1% | +9.0% | 0.543% | |
| 4/17/2025 | AA Financial Advisors LLC | 20,612 | $485K | 0.1% | +2.6% | 0.206% | |
| 4/17/2025 | Precedent Wealth Partners LLC | 115,196 | $2.71M | 0.8% | +58.9% | 1.152% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 15,372 | $362K | 0.0% | +10.7% | 0.154% | |
| 4/16/2025 | Sterling Financial Group Inc. | 18,578 | $438K | 0.2% | +15.5% | 0.186% | |
| 4/15/2025 | Focus Financial Network Inc. | 50,865 | $1.20M | 0.0% | +401.7% | 0.509% | |
| 4/15/2025 | Collier Financial | 11,244 | $265K | 0.2% | -19.2% | 0.112% | |
| 4/15/2025 | Central Valley Advisors LLC | 185,510 | $4.37M | 1.7% | N/A | 1.855% | |
| 4/14/2025 | Sentinel Pension Advisors LLC | 28,971 | $682K | 0.1% | +5.4% | 0.290% | |
| 4/1/2025 | Confluence Investment Management LLC | 273,987 | $6.45M | 0.1% | +13.9% | 2.978% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 13,883 | $328K | 0.0% | N/A | 0.151% | |
| 2/19/2025 | Toronto Dominion Bank | 39,517 | $933K | 0.0% | N/A | 0.430% | |
| 2/17/2025 | Toronto Dominion Bank | 39,517 | $933K | 0.0% | N/A | 0.430% | |
| 2/17/2025 | Focus Partners Wealth | 76,336 | $1.80M | 0.0% | +5.5% | 0.830% | |
| 2/17/2025 | EP Wealth Advisors LLC | 6,565 | $155K | 0.0% | N/A | 0.071% | |
| 2/17/2025 | Captrust Financial Advisors | 20,741 | $489K | 0.0% | +68.4% | 0.225% | |
| 2/17/2025 | Bank of America Corp DE | 204,215 | $4.82M | 0.0% | +4.8% | 2.220% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 11,506 | $272K | 0.0% | N/A | 0.125% | |
| 2/14/2025 | Lido Advisors LLC | 20,612 | $486K | 0.0% | +67.4% | 0.224% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 16,322 | $385K | 0.0% | +14.0% | 0.177% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 67,298 | $1.59M | 0.0% | +61.8% | 0.732% | |
| 2/14/2025 | Stifel Financial Corp | 48,935 | $1.16M | 0.0% | -8.9% | 0.532% | |
| 2/14/2025 | Freedom Investment Management Inc. | 12,705 | $300K | 0.0% | N/A | 0.138% | |
| 2/13/2025 | NewEdge Advisors LLC | 135,131 | $3.19M | 0.0% | +8.4% | 1.469% | |
| 2/13/2025 | Raymond James Financial Inc. | 157,112 | $3.71M | 0.0% | N/A | 1.708% | |
| 2/13/2025 | Advisory Services Network LLC | 10,049 | $237K | 0.0% | +14.7% | 0.109% | |
| 2/13/2025 | Invesco Ltd. | 240,179 | $5.67M | 0.0% | +26.2% | 2.611% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 119,520 | $2.82M | 0.0% | +69.3% | 1.299% | |
| 2/13/2025 | Wells Fargo & Company MN | 327,631 | $7.73M | 0.0% | +16.1% | 3.561% | |
| 2/12/2025 | PAX Financial Group LLC | 48,143 | $1.14M | 0.2% | N/A | 0.523% | |
| 2/12/2025 | OneAscent Financial Services LLC | 9,608 | $227K | 0.0% | N/A | 0.104% | |
| 2/12/2025 | StoneX Group Inc. | 26,815 | $633K | 0.0% | N/A | 0.291% | |
| 2/11/2025 | LPL Financial LLC | 298,378 | $7.04M | 0.0% | +6.4% | 3.243% | |
| 2/10/2025 | Signaturefd LLC | 6,714 | $158K | 0.0% | N/A | 0.073% | |
| 2/10/2025 | Hills Bank & Trust Co | 30,121 | $711K | 0.1% | N/A | 0.327% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 175,521 | $4.14M | 0.0% | -3.2% | 1.908% | |
| 2/7/2025 | HighTower Advisors LLC | 60,376 | $1.43M | 0.0% | +7.3% | 0.656% | |
| 2/7/2025 | Independent Advisor Alliance | 17,752 | $419K | 0.0% | N/A | 0.193% | |
| 2/7/2025 | Tassel Capital Management Inc. | 10,533 | $249K | 0.2% | N/A | 0.114% | |
| 2/7/2025 | Atlantic Union Bankshares Corp | 250,543 | $5.91M | 0.3% | +34.6% | 2.723% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 7,659 | $181K | 0.0% | +38.3% | 0.083% | |
| 2/6/2025 | Raymond James Financial Inc. | 157,112 | $3.71M | 0.0% | N/A | 1.708% | |
| 2/6/2025 | Atria Investments Inc | 129,494 | $3.06M | 0.0% | +43.3% | 1.408% | |
| 2/6/2025 | Meridian Wealth Management LLC | 35,584 | $840K | 0.0% | +9.8% | 0.387% | |
| 2/6/2025 | Jones Financial Companies Lllp | 10,692 | $252K | 0.0% | +99.4% | 0.116% | |
| 2/5/2025 | Jacobi Capital Management LLC | 11,084 | $262K | 0.0% | +5.1% | 0.120% | |
| 2/5/2025 | First Command Advisory Services Inc. | 32,335 | $763K | 0.0% | +202.4% | 0.351% | |
| 2/4/2025 | MONECO Advisors LLC | 56,324 | $1.33M | 0.1% | +46.0% | 0.612% | |
| 2/3/2025 | Private Advisor Group LLC | 9,400 | $222K | 0.0% | -34.4% | 0.104% | |
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| 1/31/2025 | Key Financial Inc | 273,666 | $6.46M | 1.5% | +0.2% | 3.041% | |
| 1/31/2025 | Sanctuary Advisors LLC | 184,052 | $4.35M | 0.0% | +6.4% | 2.045% | |
| 1/30/2025 | Principal Securities Inc. | 3,993 | $94K | 0.0% | N/A | 0.044% | |
| 1/30/2025 | Howard Wealth Management LLC | 12,615 | $298K | 0.2% | +18.2% | 0.140% | |
| 1/29/2025 | Collier Financial | 13,923 | $329K | 0.3% | N/A | 0.158% | |
| 1/29/2025 | Focus Financial Network Inc. | 10,138 | $239K | 0.0% | N/A | 0.115% | |
| 1/29/2025 | Wingate Wealth Advisors Inc. | 8,494 | $200K | 0.2% | N/A | 0.097% | |
| 1/29/2025 | Savant Capital LLC | 44,475 | $1.05M | 0.0% | -4.3% | 0.505% | |
| 1/28/2025 | AlphaStar Capital Management LLC | 49,410 | $1.17M | 0.1% | +11.9% | 0.561% | |
| 1/27/2025 | YANKCOM Partnership | 16,803 | $397K | 0.2% | N/A | 0.191% | |
