| 5/21/2025 | Geneos Wealth Management Inc. | 8,254 | $644K | 0.0% | +4.9% | 0.102% | |
| 5/20/2025 | Focus Partners Wealth | 3,515 | $274K | 0.0% | -4.2% | 0.043% | |
| 5/19/2025 | Jane Street Group LLC | 5,417 | $422K | 0.0% | +97.5% | 0.067% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 48,131 | $3.75M | 0.0% | N/A | 0.593% | |
| 5/16/2025 | Jones Financial Companies Lllp | 142,748 | $11.13M | 0.0% | +32,640.4% | 1.760% | |
| 5/16/2025 | NewEdge Advisors LLC | 4,125 | $322K | 0.0% | -5.4% | 0.051% | |
| 5/16/2025 | AQR Capital Management LLC | 3,695 | $288K | 0.0% | N/A | 0.046% | |
| 5/15/2025 | EP Wealth Advisors LLC | 9,223 | $719K | 0.0% | -4.3% | 0.114% | |
| 5/15/2025 | Royal Bank of Canada | 182,694 | $14.25M | 0.0% | -1.1% | 2.253% | |
| 5/15/2025 | Baird Financial Group Inc. | 31,264 | $2.44M | 0.0% | -1.9% | 0.385% | |
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| 5/14/2025 | Biondo Investment Advisors LLC | 24,308 | $1.90M | 0.3% | +1.9% | 0.300% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 36,434 | $2.84M | 0.0% | -57.6% | 0.449% | |
| 5/14/2025 | Flow Traders U.S. LLC | 5,070 | $395K | 0.0% | N/A | 0.063% | |
| 5/13/2025 | Raymond James Financial Inc. | 218,138 | $17.01M | 0.0% | -20.2% | 2.690% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 2,817 | $220K | 0.0% | +11.6% | 0.035% | |
| 5/7/2025 | Nemes Rush Group LLC | 8,465 | $660K | 0.1% | -7.0% | 0.104% | |
| 5/7/2025 | LPL Financial LLC | 174,202 | $13.58M | 0.0% | -12.4% | 2.148% | |
| 5/6/2025 | Cetera Investment Advisers | 21,132 | $1.65M | 0.0% | +1.9% | 0.261% | |
| 5/6/2025 | Financial Partners Group Inc | 7,475 | $583K | 0.1% | -66.7% | 0.092% | |
| 5/5/2025 | IFP Advisors Inc | 2,669 | $208K | 0.0% | +23.3% | 0.033% | |
| 5/5/2025 | Private Advisor Group LLC | 29,761 | $2.32M | 0.0% | -13.4% | 0.367% | |
| 5/2/2025 | LJI Wealth Management LLC | 2,746 | $214K | 0.0% | -6.0% | 0.034% | |
| 5/1/2025 | CWM LLC | 26,895 | $2.10M | 0.0% | -64.8% | 0.332% | |
| 5/1/2025 | Realta Investment Advisors | 1,855 | $145K | 0.1% | +9.1% | 0.023% | |
| 5/1/2025 | Fifth Third Securities Inc. | 9,662 | $753K | 0.1% | +7.9% | 0.119% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 4,024 | $314K | 0.0% | -13.1% | 0.050% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 19,097 | $1.49M | 0.0% | -44.3% | 0.235% | |
| 4/25/2025 | Family Capital Trust Co | 55,058 | $4.29M | 1.5% | +2,155.6% | 0.687% | |
| 4/25/2025 | MorganRosel Wealth Management LLC | 5,899 | $460K | 0.1% | +32.9% | 0.074% | |
| 4/24/2025 | HighMark Wealth Management LLC | 47,271 | $3.69M | 2.2% | -0.7% | 0.590% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 20,494 | $1.60M | 0.0% | -7.0% | 0.257% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 64,064 | $5.00M | 0.0% | -13.6% | 0.803% | |
| 4/21/2025 | Blue Trust Inc. | 918 | $72K | 0.0% | N/A | 0.012% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 27,214 | $2.12M | 0.0% | -4.5% | 0.334% | |
| 4/17/2025 | 1900 Wealth Management LLC | 16,230 | $1.27M | 0.1% | +43.7% | 0.199% | |
| 4/17/2025 | Partners Wealth Management LLC | 5,698 | $444K | 0.5% | +2.9% | 0.070% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 4,569 | $356K | 0.0% | -8.7% | 0.056% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 4,202,898 | $327.74M | 0.6% | -34.8% | 51.633% | |
| 4/16/2025 | NorthCrest Asset Manangement LLC | 11,576 | $903K | 0.0% | -9.3% | 0.142% | |
| 4/15/2025 | Focus Financial Network Inc. | 3,845 | $300K | 0.0% | -19.1% | 0.047% | |
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| 4/15/2025 | Trueblood Wealth Management LLC | 9,431 | $735K | 0.3% | -16.0% | 0.116% | |
| 4/14/2025 | Farther Finance Advisors LLC | 18,373 | $1.43M | 0.0% | +6,044.8% | 0.226% | |
| 4/14/2025 | KMG Fiduciary Partners LLC | 23,547 | $1.84M | 0.2% | +13.7% | 0.289% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 6,444,120 | $588.28M | 1.1% | +5.3% | 73.395% | |
| 3/17/2025 | NorthCrest Asset Manangement LLC | 12,766 | $1.17M | 0.0% | +98.8% | 0.145% | |
| 2/18/2025 | GTS Securities LLC | 2,372 | $217K | 0.0% | N/A | 0.027% | |
| 2/18/2025 | Vise Technologies Inc. | 33,778 | $3.08M | 0.3% | +507.3% | 0.385% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 19,185 | $1.75M | 0.1% | +6.8% | 0.219% | |
| 2/17/2025 | Royal Bank of Canada | 184,734 | $16.86M | 0.0% | -0.1% | 2.104% | |
| 2/17/2025 | Focus Partners Wealth | 3,670 | $335K | 0.0% | +7.2% | 0.042% | |
| 2/17/2025 | CoreCap Advisors LLC | 1,023 | $93K | 0.0% | +26.8% | 0.012% | |
| 2/17/2025 | Cetera Investment Advisers | 20,736 | $1.89M | 0.0% | +5.3% | 0.236% | |
| 2/17/2025 | Baird Financial Group Inc. | 31,859 | $2.91M | 0.0% | +3.4% | 0.363% | |
| 2/17/2025 | Bank of America Corp DE | 204,464 | $18.67M | 0.0% | -1.8% | 2.329% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 6,205 | $566K | 0.0% | -8.1% | 0.071% | |
| 2/14/2025 | Jane Street Group LLC | 2,743 | $250K | 0.0% | +9.9% | 0.031% | |
| 2/14/2025 | IHT Wealth Management LLC | 12,307 | $1.12M | 0.0% | -23.2% | 0.140% | |
| 2/14/2025 | Stifel Financial Corp | 19,746 | $1.80M | 0.0% | -26.9% | 0.225% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 2,798 | $255K | 0.0% | N/A | 0.032% | |
| 2/14/2025 | MML Investors Services LLC | 14,945 | $1.36M | 0.0% | -3.5% | 0.170% | |
| 2/13/2025 | NewEdge Advisors LLC | 4,362 | $398K | 0.0% | +836.1% | 0.050% | |
| 2/13/2025 | Raymond James Financial Inc. | 273,424 | $24.96M | 0.0% | N/A | 3.114% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 34,285 | $3.13M | 0.0% | -23.2% | 0.390% | |
| 2/13/2025 | Wells Fargo & Company MN | 255,378 | $23.31M | 0.0% | +13.3% | 2.909% | |
| 2/12/2025 | Nemes Rush Group LLC | 9,104 | $831K | 0.1% | +9.0% | 0.104% | |
| 2/12/2025 | Biondo Investment Advisors LLC | 23,861 | $2.18M | 0.3% | +3.7% | 0.272% | |
| 2/12/2025 | JPMorgan Chase & Co. | 389 | $36K | 0.0% | +144.7% | 0.004% | |
| 2/11/2025 | LPL Financial LLC | 198,821 | $18.15M | 0.0% | +11.2% | 2.264% | |
| 2/11/2025 | Blueprint Investment Partners LLC | 2,463 | $225K | 0.0% | N/A | 0.028% | |
| 2/10/2025 | Harbour Investments Inc. | 1,469 | $134K | 0.0% | -26.6% | 0.017% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 19,033 | $1.74M | 0.0% | +77.4% | 0.217% | |
| 2/10/2025 | Farther Finance Advisors LLC | 299 | $27K | 0.0% | N/A | 0.003% | |
| 2/7/2025 | Independent Advisor Alliance | 21,450 | $1.96M | 0.0% | N/A | 0.244% | |
| 2/7/2025 | Simplicity Wealth LLC | 2,463 | $225K | 0.0% | N/A | 0.028% | |
| 2/6/2025 | Raymond James Financial Inc. | 273,424 | $24.96M | 0.0% | N/A | 3.128% | |
| 2/6/2025 | Atria Investments Inc | 37,093 | $3.39M | 0.0% | +1.0% | 0.424% | |
| 2/6/2025 | Jones Financial Companies Lllp | 436 | $40K | 0.0% | N/A | 0.005% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 22,035 | $2.01M | 0.0% | -10.3% | 0.252% | |
| 2/4/2025 | MorganRosel Wealth Management LLC | 4,438 | $405K | 0.1% | +9.1% | 0.051% | |
| 2/4/2025 | IFP Advisors Inc | 2,165 | $198K | 0.0% | +103.9% | 0.025% | |
| 2/4/2025 | Partners Wealth Management LLC | 5,538 | $506K | 0.6% | N/A | 0.063% | |
| 2/3/2025 | Private Advisor Group LLC | 34,355 | $3.14M | 0.0% | -7.7% | 0.393% | |
| 1/31/2025 | HighMark Wealth Management LLC | 47,612 | $4.35M | 2.5% | -1.2% | 0.540% | |
| 1/31/2025 | Sanctuary Advisors LLC | 39,564 | $3.71M | 0.0% | +0.4% | 0.449% | |
| 1/30/2025 | Centerpoint Advisory Group | 2,670 | $244K | 0.2% | N/A | 0.030% | |
| 1/29/2025 | Hemington Wealth Management | 912 | $83K | 0.0% | +34.5% | 0.010% | |
| 1/29/2025 | Focus Financial Network Inc. | 4,750 | $434K | 0.0% | +19.3% | 0.053% | |
| 1/29/2025 | Cornerstone Planning Group LLC | 3,728 | $339K | 0.1% | +3.7% | 0.042% | |
| 1/29/2025 | Comprehensive Financial Planning Inc. PA | 296 | $27K | 0.0% | N/A | 0.003% | |
| 1/28/2025 | LJI Wealth Management LLC | 2,921 | $267K | 0.1% | -93.1% | 0.033% | |
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| 1/28/2025 | Family Capital Trust Co | 2,441 | $223K | 0.1% | +17.8% | 0.027% | |
| 1/28/2025 | Realta Investment Advisors | 1,700 | $159K | 0.1% | N/A | 0.019% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 4,628 | $423K | 0.0% | +11.5% | 0.052% | |
| 1/24/2025 | Financial Partners Group Inc | 22,445 | $2.05M | 0.3% | +27.9% | 0.248% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 7,868 | $718K | 0.0% | +6.3% | 0.071% | |
| 1/17/2025 | New Century Financial Group LLC | 15,961 | $1.50M | 0.6% | -6.4% | 0.144% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 28,499 | $2.60M | 0.0% | +1.8% | 0.257% | |
| 1/16/2025 | Trueblood Wealth Management LLC | 11,228 | $1.03M | 0.5% | +8.0% | 0.102% | |
| 1/15/2025 | KMG Fiduciary Partners LLC | 20,711 | $1.89M | 0.2% | +8.4% | 0.187% | |
| 1/10/2025 | Wealth Enhancement Advisory Services LLC | 6,117,134 | $568.10M | 1.2% | 0.0% | 55.359% | |
