| 5/29/2025 | Nova Wealth Management Inc. | 2,096 | $271K | 0.2% | +1,064.4% | 0.110% | |
| 5/29/2025 | Apeiron RIA LLC | 5,178 | $670K | 0.2% | -1.6% | 0.273% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 15,742 | $2.04M | 0.1% | +14.9% | 0.829% | |
| 5/20/2025 | Flaharty Asset Management LLC | 1,143 | $148K | 0.0% | N/A | 0.060% | |
| 5/16/2025 | Jones Financial Companies Lllp | 14,160 | $1.83M | 0.0% | +320.8% | 0.745% | |
| 5/16/2025 | Plotkin Financial Advisors LLC | 46,149 | $5.97M | 3.7% | +0.5% | 2.429% | |
| 5/15/2025 | Royal Bank of Canada | 25,122 | $3.25M | 0.0% | +3.9% | 1.322% | |
| 5/15/2025 | Baird Financial Group Inc. | 14,419 | $1.87M | 0.0% | -1.2% | 0.759% | |
| 5/14/2025 | RPg Family Wealth Advisory LLC | 33,210 | $4.30M | 1.2% | +199.2% | 1.748% | |
| 5/13/2025 | Raymond James Financial Inc. | 82,800 | $10.71M | 0.0% | +1.2% | 4.358% | |
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| 5/12/2025 | Virtu Financial LLC | 17,768 | $2.30M | 0.1% | +984.7% | 0.935% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 19,627 | $2.54M | 0.1% | +43.2% | 1.033% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 316 | $41K | 0.0% | N/A | 0.017% | |
| 5/7/2025 | LPL Financial LLC | 110,986 | $14.36M | 0.0% | +24.8% | 5.841% | |
| 5/6/2025 | Cetera Investment Advisers | 7,924 | $1.03M | 0.0% | -25.7% | 0.417% | |
| 5/5/2025 | Willner & Heller LLC | 4,783 | $619K | 0.6% | +21.3% | 0.252% | |
| 5/5/2025 | Private Advisor Group LLC | 13,924 | $1.80M | 0.0% | -15.6% | 0.733% | |
| 5/1/2025 | CWM LLC | 2,017 | $261K | 0.0% | -4.1% | 0.106% | |
| 5/1/2025 | Fifth Third Securities Inc. | 11,286 | $1.46M | 0.1% | +1.6% | 0.594% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 2,422 | $313K | 0.1% | -10.1% | 0.127% | |
| 4/30/2025 | Synergy Investment Management LLC | 364 | $47K | 0.0% | +77.6% | 0.019% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 12,586 | $1.63M | 0.0% | +677.4% | 0.662% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 2,965 | $384K | 0.0% | +41.3% | 0.156% | |
| 4/29/2025 | Aviance Capital Partners LLC | 2,975 | $385K | 0.1% | N/A | 0.157% | |
| 4/23/2025 | Golden State Wealth Management LLC | 10,352 | $1.34M | 0.1% | +100.0% | 0.609% | |
| 4/23/2025 | International Assets Investment Management LLC | 2,220 | $287K | 0.0% | -3.5% | 0.131% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 9,993 | $1.29M | 0.0% | +41.8% | 0.588% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 2,589 | $335K | 0.0% | +6.9% | 0.152% | |
| 4/14/2025 | Farther Finance Advisors LLC | 199 | $26K | 0.0% | N/A | 0.012% | |
| 4/10/2025 | Wealth Management Partners LLC | 22,954 | $2.97M | 1.4% | +3.4% | 1.391% | |
| 4/9/2025 | NBC Securities Inc. | 4,022 | $520K | 0.0% | +133,966.7% | 0.244% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 2,422 | $335K | 0.0% | +17.3% | 0.151% | |
| 3/6/2025 | Plotkin Financial Advisors LLC | 45,925 | $6.35M | 3.8% | -0.6% | 2.870% | |
| 2/18/2025 | Stonebridge Financial Planning Group LLC | 10,732 | $1.48M | 0.7% | -2.3% | 0.671% | |
| 2/17/2025 | Cetera Investment Advisers | 10,661 | $1.47M | 0.0% | -4.4% | 0.666% | |
| 2/17/2025 | Baird Financial Group Inc. | 14,592 | $2.02M | 0.0% | +0.7% | 0.912% | |
| 2/17/2025 | Bank of America Corp DE | 28,635 | $3.96M | 0.0% | -2.1% | 1.790% | |
| 2/14/2025 | Bison Wealth LLC | 2,086 | $288K | 0.0% | -18.5% | 0.110% | |
| 2/14/2025 | Stifel Financial Corp | 8,127 | $1.12M | 0.0% | +20.8% | 0.508% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 2,099 | $290K | 0.0% | N/A | 0.131% | |
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| 2/13/2025 | NewEdge Advisors LLC | 507 | $70K | 0.0% | -19.3% | 0.032% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,619 | $224K | 0.0% | +7.8% | 0.101% | |
| 2/13/2025 | Wells Fargo & Company MN | 25,727 | $3.56M | 0.0% | +1.2% | 1.608% | |
| 2/11/2025 | LPL Financial LLC | 88,960 | $12.30M | 0.0% | +7.3% | 5.560% | |
| 2/11/2025 | Virtu Financial LLC | 1,638 | $226K | 0.0% | N/A | 0.102% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 62,961 | $8.70M | 0.0% | -1.6% | 3.935% | |
| 2/7/2025 | PFG Advisors | 1,875 | $259K | 0.0% | N/A | 0.117% | |
| 2/6/2025 | Raymond James Financial Inc. | 81,826 | $11.31M | 0.0% | N/A | 5.114% | |
| 2/6/2025 | Synergy Investment Management LLC | 205 | $28K | 0.0% | N/A | 0.013% | |
| 2/6/2025 | Jones Financial Companies Lllp | 3,365 | $465K | 0.0% | +175.6% | 0.210% | |
| 2/5/2025 | Nwam LLC | 3,866 | $534K | 0.0% | -5.4% | 0.242% | |
| 2/3/2025 | Private Advisor Group LLC | 16,493 | $2.28M | 0.0% | -1.1% | 1.031% | |
| 1/31/2025 | Truist Financial Corp | 38,942 | $5.38M | 0.0% | +1.7% | 2.434% | |
| 1/31/2025 | Sanctuary Advisors LLC | 4,113 | $602K | 0.0% | -6.8% | 0.257% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 34,749 | $4.80M | 0.1% | N/A | 2.172% | |
| 1/28/2025 | Golden State Wealth Management LLC | 5,176 | $715K | 0.1% | N/A | 0.324% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 34,749 | $4.80M | 0.0% | N/A | 2.172% | |
| 1/23/2025 | Fifth Third Securities Inc. | 11,105 | $1.54M | 0.1% | +7.5% | 0.694% | |
| 1/23/2025 | Gateway Wealth Partners LLC | 2,695 | $372K | 0.1% | +12.6% | 0.168% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 13,702 | $1.89M | 0.1% | +7.8% | 0.856% | |
| 1/17/2025 | Apeiron RIA LLC | 5,260 | $727K | 0.2% | -12.7% | 0.329% | |
| 1/16/2025 | Wealth Management Partners LLC | 22,200 | $3.07M | 1.3% | +1.6% | 1.388% | |
| 1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 291 | $40K | 0.0% | -20.5% | 0.018% | |
| 1/8/2025 | International Assets Investment Management LLC | 2,301 | $319K | 0.0% | -99.2% | 0.148% | |
| 12/11/2024 | 1ST Source Bank | 1,606 | $215K | 0.0% | N/A | 0.100% | |
| 11/25/2024 | Sanctuary Advisors LLC | 4,412 | $655K | 0.0% | +16.9% | 0.276% | |
| 11/15/2024 | Stifel Financial Corp | 6,725 | $899K | 0.0% | +12.2% | 0.420% | |
| 11/14/2024 | Plotkin Financial Advisors LLC | 46,222 | $6.18M | 3.7% | N/A | 2.889% | |
| 11/14/2024 | RPg Family Wealth Advisory LLC | 11,037 | $1.48M | 0.4% | +1.1% | 0.690% | |
| 11/12/2024 | Nwam LLC | 4,087 | $546K | 0.0% | N/A | 0.255% | |
| 11/8/2024 | Stonebridge Financial Planning Group LLC | 10,986 | $1.47M | 0.7% | -5.7% | 0.687% | |
| 11/5/2024 | Proactive Wealth Strategies LLC | 5,304 | $709K | 0.4% | N/A | 0.332% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 2,065 | $276K | 0.0% | +7.6% | 0.129% | |
| 10/22/2024 | International Assets Investment Management LLC | 297,126 | $39.70M | 0.0% | +13,486.0% | 18.570% | |
| 10/22/2024 | Private Advisor Group LLC | 16,677 | $2.23M | 0.0% | +4.1% | 1.042% | |
| 10/16/2024 | Kowal Investment Group LLC | 26,846 | $3.59M | 0.7% | -1.2% | 1.678% | |
| 10/15/2024 | NBC Securities Inc. | 4,200 | $561K | 0.0% | -8.3% | 0.263% | |
| 10/10/2024 | Willner & Heller LLC | 3,913 | $523K | 0.5% | +4.1% | 0.191% | |
| 9/5/2024 | Sanctuary Advisors LLC | 3,775 | $449K | 0.0% | N/A | 0.229% | |
| 8/22/2024 | Cetera Investment Advisers | 10,849 | $1.34M | 0.0% | +3.3% | 0.658% | |
| 8/21/2024 | Truist Financial Corp | 37,100 | $4.57M | 0.0% | -2.6% | 2.248% | |
| 8/16/2024 | Gateway Wealth Partners LLC | 2,360 | $291K | 0.1% | +5.1% | 0.143% | |
| 8/13/2024 | Kowal Investment Group LLC | 27,172 | $3.35M | 0.7% | -0.7% | 1.647% | |
| 8/12/2024 | RPg Family Wealth Advisory LLC | 10,918 | $1.34M | 0.4% | +4.8% | 0.662% | |
| 8/8/2024 | Stonebridge Financial Planning Group LLC | 11,650 | $1.43M | 0.7% | -2.7% | 0.706% | |
| 8/5/2024 | Private Advisor Group LLC | 16,021 | $1.97M | 0.0% | -1.4% | 0.971% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 77,691 | $9.57M | 0.0% | -1.3% | 4.709% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 133,383 | $16.42M | 0.0% | +26.0% | 8.084% | |
| 7/19/2024 | Willner & Heller LLC | 3,760 | $463K | 0.4% | -6.9% | 0.228% | |
| 7/19/2024 | Raymond James & Associates | 15,761 | $1.94M | 0.0% | -3.2% | 0.955% | |
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| 7/16/2024 | Apeiron RIA LLC | 6,727 | $828K | 0.3% | -4.6% | 0.408% | |
| 7/15/2024 | Fifth Third Securities Inc. | 10,505 | $1.29M | 0.1% | N/A | 0.637% | |
| 7/5/2024 | Thurston Springer Miller Herd & Titak Inc. | 304 | $37K | 0.0% | N/A | 0.018% | |
| 5/24/2024 | Cetera Advisors LLC | 3,021 | $376K | 0.0% | +37.6% | 0.195% | |
| 5/10/2024 | 1ST Source Bank | 1,606 | $200K | 0.0% | -28.6% | 0.104% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 5,959 | $742K | 0.0% | -2.5% | 0.384% | |
| 4/30/2024 | Private Advisor Group LLC | 16,253 | $2.03M | 0.0% | +3.1% | 1.049% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 78,712 | $9.81M | 0.0% | -3.0% | 5.078% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 105,891 | $13.19M | 0.0% | +20.1% | 6.832% | |
| 4/18/2024 | Kowal Investment Group LLC | 27,368 | $3.41M | 0.7% | +0.6% | 1.766% | |
