| 8/12/2025 | JPMorgan Chase & Co. | 1,601 | $114K | 0.0% | -18.2% | 0.028% | |
| 8/8/2025 | Cetera Investment Advisers | 404,518 | $28.84M | 0.0% | +3.0% | 7.035% | |
| 8/8/2025 | Creative Planning | 74,174 | $5.29M | 0.0% | -7.6% | 1.290% | |
| 8/8/2025 | Intrua Financial LLC | 59,404 | $4.24M | 0.6% | -2.5% | 1.033% | |
| 8/6/2025 | RPS Advisory Solutions LLC | 4,127 | $294K | 0.2% | -19.4% | 0.072% | |
| 7/31/2025 | CAP Partners LLC | 2,815 | $201K | 0.1% | N/A | 0.049% | |
| 7/30/2025 | Family Capital Management Inc. | 18,860 | $1.35M | 0.7% | -1.9% | 0.328% | |
| 7/30/2025 | Syntegra Private Wealth Group LLC | 8,019 | $572K | 0.1% | -5.0% | 0.139% | |
| 7/28/2025 | Harbour Investments Inc. | 580 | $41K | 0.0% | -20.1% | 0.010% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 14,479 | $1.03M | 0.0% | -7.1% | 0.252% | |
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| 7/24/2025 | IFP Advisors Inc | 2,210 | $158K | 0.0% | -8.7% | 0.038% | |
| 7/22/2025 | BridgePort Financial Solutions LLC | 18,970 | $1.35M | 0.4% | -1.1% | 0.330% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 24,776 | $1.77M | 0.2% | -5.0% | 0.431% | |
| 7/17/2025 | LexAurum Advisors LLC | 6,519 | $465K | 0.1% | -7.0% | 0.113% | |
| 7/15/2025 | Mather Group LLC. | 59,009 | $4.21M | 0.0% | -1.5% | 1.009% | |
| 7/9/2025 | Lbmc Investment Advisors LLC | 2,872 | $205K | 0.0% | N/A | 0.049% | |
| 5/28/2025 | Intrua Financial LLC | 60,915 | $4.17M | 0.6% | +3.8% | 1.015% | |
| 5/16/2025 | NewEdge Advisors LLC | 20,599 | $1.41M | 0.0% | -1.7% | 0.343% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 110,070 | $7.54M | 0.1% | -4.5% | 1.835% | |
| 5/15/2025 | Royal Bank of Canada | 214,109 | $14.67M | 0.0% | -0.9% | 3.568% | |
| 5/15/2025 | Calton & Associates Inc. | 18,378 | $1.26M | 0.3% | N/A | 0.306% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 16,650 | $1.14M | 0.0% | -7.1% | 0.278% | |
| 5/13/2025 | Raymond James Financial Inc. | 417,546 | $28.61M | 0.0% | -1.6% | 6.959% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 15,584 | $1.07M | 0.0% | -7.2% | 0.260% | |
| 5/8/2025 | Harbour Investments Inc. | 726 | $50K | 0.0% | -96.3% | 0.012% | |
| 5/7/2025 | Vantage Financial Partners LLC | 4,683 | $321K | 0.1% | -31.0% | 0.078% | |
| 5/7/2025 | LPL Financial LLC | 353,461 | $24.22M | 0.0% | -1.9% | 5.891% | |
| 5/6/2025 | Cetera Investment Advisers | 392,761 | $26.91M | 0.1% | +1.6% | 6.546% | |
| 5/5/2025 | Calton & Associates Inc. | 1,863 | $128K | 0.0% | N/A | 0.031% | |
| 5/5/2025 | Private Advisor Group LLC | 18,961 | $1.30M | 0.0% | -2.0% | 0.316% | |
| 4/30/2025 | Family Capital Management Inc. | 19,223 | $1.32M | 0.8% | -1.6% | 0.320% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 11,968 | $820K | 0.0% | -8.4% | 0.199% | |
| 4/29/2025 | Huntleigh Advisors Inc. | 300,000 | $20.68M | 4.0% | N/A | 5.000% | |
| 4/28/2025 | Mutual Advisors LLC | 5,219 | $344K | 0.0% | -6.4% | 0.087% | |
| 4/25/2025 | Mather Group LLC. | 59,934 | $4.11M | 0.0% | -7.4% | 0.999% | |
| 4/24/2025 | Money Concepts Capital Corp | 38,465 | $2.64M | 0.2% | -1.0% | 0.641% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 18,755 | $1.29M | 0.0% | -13.9% | 0.313% | |
| 4/22/2025 | World Equity Group Inc. | 16,524 | $1.13M | 0.3% | -70.9% | 0.275% | |
| 4/18/2025 | Huntleigh Advisors Inc. | 300,000 | $20.68M | 12.6% | N/A | 5.000% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 5,250 | $360K | 0.0% | N/A | 0.088% | |
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| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 26,067 | $1.79M | 0.2% | -3.5% | 0.434% | |
| 4/9/2025 | NBC Securities Inc. | 385 | $26K | 0.0% | N/A | 0.006% | |
| 4/4/2025 | Quent Capital LLC | 4,709 | $323K | 0.0% | N/A | 0.078% | |
| 2/28/2025 | BridgePort Financial Solutions LLC | 19,173 | $1.34M | 0.6% | N/A | 0.312% | |
| 2/17/2025 | Royal Bank of Canada | 215,990 | $14.89M | 0.0% | -30.7% | 3.512% | |
| 2/17/2025 | Cetera Investment Advisers | 386,409 | $26.64M | 0.1% | +1.4% | 6.283% | |
| 2/17/2025 | Bank of America Corp DE | 179,241 | $12.36M | 0.0% | -3.2% | 2.914% | |
| 2/17/2025 | Ameriprise Financial Inc. | 29,564 | $2.04M | 0.0% | -12.5% | 0.481% | |
| 2/14/2025 | Comerica Bank | 7,876 | $543K | 0.0% | -7.9% | 0.128% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 115,266 | $7.95M | 0.1% | +1.7% | 1.874% | |
| 2/14/2025 | Susquehanna International Group LLP | 29,997 | $2.07M | 0.0% | N/A | 0.488% | |
| 2/14/2025 | Stifel Financial Corp | 188,258 | $12.98M | 0.0% | -1.4% | 3.061% | |
| 2/13/2025 | NewEdge Advisors LLC | 20,946 | $1.44M | 0.0% | -24.4% | 0.341% | |
| 2/13/2025 | Keystone Financial Group | 87,138 | $6.01M | 0.6% | N/A | 1.417% | |
| 2/13/2025 | Raymond James Financial Inc. | 424,264 | $29.25M | 0.0% | N/A | 6.899% | |
| 2/13/2025 | Wells Fargo & Company MN | 136,215 | $9.39M | 0.0% | +1.3% | 2.215% | |
| 2/11/2025 | LPL Financial LLC | 360,364 | $24.84M | 0.0% | -2.7% | 5.860% | |
| 2/10/2025 | Harbour Investments Inc. | 19,812 | $1.37M | 0.0% | -12.3% | 0.322% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 180,705 | $12.46M | 0.0% | -4.1% | 2.938% | |
| 2/10/2025 | Farther Finance Advisors LLC | 933 | $64K | 0.0% | N/A | 0.015% | |
| 2/7/2025 | Independent Advisor Alliance | 6,514 | $449K | 0.0% | N/A | 0.106% | |
| 2/6/2025 | Raymond James Financial Inc. | 424,264 | $29.25M | 0.0% | N/A | 6.899% | |
| 2/6/2025 | Vantage Financial Partners LLC | 6,791 | $468K | 0.1% | -5.5% | 0.110% | |
| 2/4/2025 | World Equity Group Inc. | 56,853 | $3.92M | 0.8% | +186.0% | 0.924% | |
| 2/3/2025 | Private Advisor Group LLC | 19,357 | $1.33M | 0.0% | -4.4% | 0.315% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 16,792 | $1.16M | 0.0% | -12.3% | 0.273% | |
| 1/30/2025 | Family Capital Management Inc. | 19,543 | $1.35M | 0.8% | -1.3% | 0.318% | |
| 1/27/2025 | Syntegra Private Wealth Group LLC | 8,510 | $587K | 0.1% | -4.8% | 0.138% | |
| 1/27/2025 | Money Concepts Capital Corp | 38,859 | $2.68M | 0.2% | -0.5% | 0.632% | |
| 1/27/2025 | Mather Group LLC. | 64,700 | $4.46M | 0.1% | +9.1% | 1.052% | |
| 1/23/2025 | Barnes Pettey Financial Advisors LLC | 3,447 | $238K | 0.2% | -26.8% | 0.056% | |
| 1/21/2025 | LexAurum Advisors LLC | 7,039 | $485K | 0.1% | -16.9% | 0.114% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 12,287 | $847K | 0.0% | -4.5% | 0.200% | |
| 11/15/2024 | Stifel Financial Corp | 190,895 | $13.32M | 0.0% | +2.7% | 3.030% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 113,359 | $7.91M | 0.1% | -4.6% | 1.799% | |
| 11/7/2024 | Peterson Financial Group Inc. | 596 | $42K | 0.2% | N/A | 0.009% | |
| 11/6/2024 | Signature Estate & Investment Advisors LLC | 3,104 | $217K | 0.0% | N/A | 0.049% | |
| 11/5/2024 | Harbour Investments Inc. | 22,583 | $1.58M | 0.0% | -13.7% | 0.358% | |
| 10/24/2024 | Patriot Financial Group Insurance Agency LLC | 27,088 | $1.89M | 0.3% | -0.7% | 0.430% | |
| 10/24/2024 | Hibernia Wealth Partners LLC | 3,407 | $238K | 0.1% | N/A | 0.054% | |
| 10/22/2024 | Private Advisor Group LLC | 20,248 | $1.41M | 0.0% | -2.4% | 0.321% | |
| 10/21/2024 | Calton & Associates Inc. | 22,278 | $1.56M | 0.6% | -0.7% | 0.354% | |
| 10/11/2024 | Creative Planning | 84,363 | $5.89M | 0.0% | -4.4% | 1.339% | |
| 10/8/2024 | Lbmc Investment Advisors LLC | 2,872 | $200K | 0.0% | N/A | 0.046% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 5,665 | $395K | 0.0% | -3.5% | 0.090% | |
| 10/8/2024 | Mather Group LLC. | 59,279 | $4.14M | 0.1% | -52.6% | 0.941% | |
| 8/22/2024 | Cetera Investment Advisers | 377,438 | $24.25M | 0.1% | +12.7% | 5.719% | |
| 8/21/2024 | Truist Financial Corp | 17,283 | $1.11M | 0.0% | +1.5% | 0.262% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 16,085 | $1.03M | 0.0% | -1.0% | 0.244% | |
| 8/16/2024 | NewEdge Advisors LLC | 28,066 | $1.80M | 0.0% | -7.5% | 0.425% | |
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| 8/16/2024 | Creative Planning | 88,274 | $5.67M | 0.0% | -4.1% | 1.337% | |
| 8/7/2024 | Vantage Financial Partners LLC | 9,271 | $596K | 0.2% | -6.9% | 0.140% | |
| 8/5/2024 | Private Advisor Group LLC | 20,746 | $1.33M | 0.0% | -34.1% | 0.314% | |
| 8/2/2024 | Larson Financial Group LLC | 656 | $42K | 0.0% | N/A | 0.010% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 205,503 | $13.21M | 0.0% | -4.3% | 3.114% | |
| 7/30/2024 | International Assets Investment Management LLC | 763 | $49K | 0.0% | N/A | 0.012% | |
| 7/26/2024 | Harbour Investments Inc. | 26,182 | $1.68M | 0.1% | -1.0% | 0.397% | |
| 7/26/2024 | Patriot Financial Group Insurance Agency LLC | 27,269 | $1.75M | 0.3% | -1.7% | 0.413% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 44,615 | $2.87M | 0.0% | -7.0% | 0.676% | |
| 7/25/2024 | RPS Advisory Solutions LLC | 5,673 | $365K | 0.3% | N/A | 0.085% | |
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