| 8/6/2025 | Three Cord True Wealth Management LLC | 116,858 | $13.42M | 10.0% | +5.0% | 1.205% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 387 | $44K | 0.0% | N/A | 0.004% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 6,881 | $790K | 0.1% | +6.5% | 0.071% | |
| 8/5/2025 | FWG Holdings LLC | 38,247 | $4.46M | 2.1% | -4.2% | 0.394% | |
| 8/5/2025 | American Institute for Advanced Investment Management LLP | 1,755 | $202K | 0.1% | -46.5% | 0.018% | |
| 8/4/2025 | Atria Investments Inc | 9,800 | $1.13M | 0.0% | -77.4% | 0.101% | |
| 8/4/2025 | Assetmark Inc. | 1,075 | $123K | 0.0% | +1,786.0% | 0.011% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 17,025 | $1.96M | 0.0% | -13.3% | 0.176% | |
| 7/31/2025 | FSM Wealth Advisors LLC | 21,279 | $2.49M | 0.4% | N/A | 0.219% | |
| 7/30/2025 | D.A. Davidson & CO. | 54,227 | $6.23M | 0.0% | -4.8% | 0.559% | |
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| 7/30/2025 | Pacific Sun Financial Corp | 10,104 | $1.16M | 0.6% | -4.2% | 0.104% | |
| 7/29/2025 | Crux Wealth Advisors | 7,996 | $918K | 0.4% | -58.5% | 0.082% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 59,810 | $7.15M | 0.2% | -0.7% | 0.617% | |
| 7/29/2025 | BKM Wealth Management LLC | 1,942 | $223K | 0.1% | +7.5% | 0.020% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 41,409 | $4.76M | 0.1% | +7.5% | 0.427% | |
| 7/29/2025 | AssuredPartners Investment Advisors LLC | 11,736 | $1.35M | 0.3% | -90.0% | 0.121% | |
| 7/29/2025 | Private Trust Co. NA | 2,367 | $272K | 0.0% | -17.4% | 0.024% | |
| 7/29/2025 | Empirical Asset Management LLC | 14,716 | $1.69M | 0.5% | +1.5% | 0.152% | |
| 7/28/2025 | Harbour Investments Inc. | 12,684 | $1.46M | 0.0% | +6.1% | 0.131% | |
| 7/25/2025 | Priebe Wealth Holdings LLC | 8,459 | $972K | 0.8% | -53.1% | 0.087% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 1,815 | $208K | 0.0% | N/A | 0.019% | |
| 7/24/2025 | Blair William & Co. IL | 409 | $47K | 0.0% | N/A | 0.004% | |
| 7/24/2025 | McElhenny Sheffield Capital Management LLC | 51,000 | $5.86M | 0.4% | N/A | 0.526% | |
| 7/23/2025 | Morey & Quinn Wealth Partners LLC | 2,843 | $327K | 0.3% | -7.5% | 0.029% | |
| 7/23/2025 | Bellevue Asset Management LLC | 23,690 | $2.72M | 1.3% | -1.6% | 0.244% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 1,856 | $213K | 0.0% | -4.9% | 0.019% | |
| 7/23/2025 | Trueblood Wealth Management LLC | 1,758 | $202K | 0.1% | N/A | 0.018% | |
| 7/22/2025 | Woodmont Investment Counsel LLC | 6,007 | $690K | 0.0% | +15.1% | 0.062% | |
| 7/22/2025 | Three Cord True Wealth Management LLC | 116,858 | $13.42M | 24.5% | +5.0% | 1.205% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,618 | $186K | 0.0% | -32.1% | 0.017% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 11,295 | $1.30M | 0.5% | -8.9% | 0.116% | |
| 7/18/2025 | Truist Financial Corp | 18,408 | $2.11M | 0.0% | -3.0% | 0.189% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 48,931 | $5.62M | 0.0% | -6.4% | 0.502% | |
| 7/16/2025 | Perigon Wealth Management LLC | 16,882 | $1.94M | 0.0% | -0.6% | 0.173% | |
| 7/15/2025 | LVZ Inc. | 16,275 | $1.87M | 0.2% | +0.7% | 0.167% | |
| 7/15/2025 | Farrell Financial LLC | 1,778 | $204K | 0.1% | N/A | 0.018% | |
| 7/11/2025 | Farther Finance Advisors LLC | 2,406 | $276K | 0.0% | -7.9% | 0.025% | |
| 7/11/2025 | Kaydan Wealth Management Inc. | 12,849 | $1.48M | 0.5% | -1.1% | 0.131% | |
| 7/10/2025 | Three Seasons Wealth LLC | 4,809 | $552K | 0.1% | -13.4% | 0.049% | |
| 7/9/2025 | Keystone Wealth Services LLC | 8,187 | $940K | 0.2% | -2.2% | 0.084% | |
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| 7/8/2025 | NBC Securities Inc. | 15,807 | $1.82M | 0.1% | +29.2% | 0.161% | |
| 7/7/2025 | Park Edge Advisors LLC | 2,871 | $330K | 0.1% | -5.4% | 0.029% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 7,854 | $902K | 0.1% | N/A | 0.080% | |
| 7/3/2025 | Higgins & Schmidt Wealth Strategies LLC | 4,804 | $552K | 0.3% | -2.2% | 0.049% | |
| 7/1/2025 | Park National Corp OH | 10,919 | $1.25M | 0.0% | +0.8% | 0.111% | |
| 5/28/2025 | Anderson Financial Strategies LLC | 500 | $54K | 0.0% | N/A | 0.005% | |
| 5/28/2025 | Intrua Financial LLC | 1,920 | $209K | 0.0% | -11.2% | 0.019% | |
| 5/19/2025 | Jane Street Group LLC | 2,454 | $267K | 0.0% | N/A | 0.024% | |
| 5/16/2025 | Jones Financial Companies Lllp | 6,124 | $667K | 0.0% | -41.4% | 0.061% | |
| 5/16/2025 | NewEdge Advisors LLC | 10,098 | $1.10M | 0.0% | -5.0% | 0.100% | |
| 5/15/2025 | Royal Bank of Canada | 232,620 | $25.35M | 0.0% | -6.4% | 2.315% | |
| 5/15/2025 | Baird Financial Group Inc. | 164,302 | $17.91M | 0.0% | -1.2% | 1.635% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 64,971 | $7.08M | 1.0% | +4.1% | 0.646% | |
| 5/14/2025 | Comerica Bank | 19,440 | $2.12M | 0.0% | +2.7% | 0.193% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 47,748 | $5.20M | 0.0% | +27.7% | 0.475% | |
| 5/14/2025 | Kestra Advisory Services LLC | 192,188 | $20.95M | 0.1% | +2.4% | 1.912% | |
| 5/13/2025 | Raymond James Financial Inc. | 508,985 | $55.47M | 0.0% | +0.2% | 5.065% | |
| 5/13/2025 | HighTower Advisors LLC | 124,258 | $13.54M | 0.0% | -3.9% | 1.236% | |
| 5/12/2025 | Benjamin Edwards Inc. | 36,716 | $4.00M | 0.1% | -34.5% | 0.365% | |
| 5/12/2025 | Condor Capital Management | 2,918 | $318K | 0.0% | -26.6% | 0.029% | |
| 5/12/2025 | National Bank of Canada FI | 2,026 | $223K | 0.0% | -99.0% | 0.020% | |
| 5/12/2025 | Potentia Wealth | 10,442 | $1.14M | 0.5% | -5.4% | 0.104% | |
| 5/9/2025 | Westwood Holdings Group Inc. | 2,698 | $294K | 0.0% | -4.0% | 0.027% | |
| 5/9/2025 | Three Seasons Wealth LLC | 5,554 | $605K | 0.3% | -7.1% | 0.055% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 3,359 | $366K | 0.0% | -3.1% | 0.033% | |
| 5/8/2025 | Harbour Investments Inc. | 11,951 | $1.30M | 0.0% | +9.8% | 0.119% | |
| 5/7/2025 | LPL Financial LLC | 911,833 | $99.37M | 0.0% | -2.0% | 9.073% | |
| 5/7/2025 | First Heartland Consultants Inc. | 3,984 | $434K | 0.0% | -14.7% | 0.040% | |
| 5/6/2025 | Cetera Investment Advisers | 170,443 | $18.58M | 0.0% | +0.7% | 1.696% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 27,126 | $2.96M | 0.0% | +1.0% | 0.270% | |
| 5/5/2025 | BKM Wealth Management LLC | 1,806 | $197K | 0.1% | -8.0% | 0.018% | |
| 5/5/2025 | Aspen Capital Management LLC | 2,084 | $227K | 0.1% | N/A | 0.021% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 39,931 | $4.35M | 0.1% | -1.1% | 0.397% | |
| 5/5/2025 | Private Advisor Group LLC | 25,721 | $2.80M | 0.0% | -4.0% | 0.256% | |
| 5/2/2025 | Independent Wealth Network Inc. | 3,870 | $422K | 0.2% | -3.3% | 0.039% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 2,282 | $249K | 0.0% | -5.6% | 0.023% | |
| 5/2/2025 | FWG Holdings LLC | 39,917 | $4.22M | 2.1% | -1.3% | 0.401% | |
| 5/2/2025 | Apollon Wealth Management LLC | 4,700 | $512K | 0.0% | +4.2% | 0.047% | |
| 5/2/2025 | Sigma Planning Corp | 2,574 | $281K | 0.0% | -56.1% | 0.026% | |
| 5/1/2025 | Stephens Inc. AR | 11,159 | $1.22M | 0.0% | -1.3% | 0.112% | |
| 5/1/2025 | BankPlus Trust Department | 290 | $32K | 0.0% | N/A | 0.003% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 38,531 | $4.20M | 0.1% | +13.3% | 0.387% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 19,638 | $2.14M | 0.0% | -5.0% | 0.197% | |
| 4/29/2025 | HM Payson & Co. | 1,737 | $189K | 0.0% | -22.4% | 0.017% | |
| 4/28/2025 | D.A. Davidson & CO. | 56,967 | $6.21M | 0.0% | -4.1% | 0.573% | |
| 4/28/2025 | Bellevue Asset Management LLC | 24,073 | $2.62M | 1.4% | -66.0% | 0.242% | |
| 4/28/2025 | Private Trust Co. NA | 2,864 | $312K | 0.0% | -21.5% | 0.029% | |
| 4/23/2025 | Western Wealth Management LLC | 35,078 | $3.82M | 0.3% | +2.1% | 0.349% | |
| 4/23/2025 | Golden State Wealth Management LLC | 576 | $63K | 0.0% | +112.5% | 0.006% | |
| 4/23/2025 | Proactive Wealth Strategies LLC | 12,198 | $1.33M | 0.7% | -4.7% | 0.121% | |
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| 4/23/2025 | AssuredPartners Investment Advisors LLC | 117,645 | $12.82M | 2.5% | +8.8% | 1.171% | |
| 4/22/2025 | Three Cord True Wealth Management LLC | 111,326 | $12.13M | 10.4% | +4.0% | 1.108% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 56,380 | $6.14M | 0.0% | +2.6% | 0.561% | |
| 4/22/2025 | LVZ Inc. | 16,154 | $1.76M | 0.2% | +1.5% | 0.161% | |
| 4/22/2025 | Woodmont Investment Counsel LLC | 5,220 | $569K | 0.0% | +21.6% | 0.052% | |
| 4/21/2025 | Higgins & Schmidt Wealth Strategies LLC | 4,910 | $535K | 0.3% | -3.1% | 0.049% | |
| 4/17/2025 | Kaydan Wealth Management Inc. | 12,990 | $1.42M | 0.5% | -3.7% | 0.129% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 52,270 | $5.70M | 0.0% | -3.9% | 0.520% | |
| 4/17/2025 | Keystone Wealth Services LLC | 8,373 | $912K | 0.2% | -1.2% | 0.083% | |
| 4/17/2025 | American Institute for Advanced Investment Management LLP | 3,280 | $357K | 0.3% | -39.1% | 0.033% | |
