| 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% | |
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| 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% | |
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| 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% | |
| 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% | |
| 4/16/2025 | Lakeridge Wealth Management LLC | 74,929 | $8.17M | 4.1% | +5.7% | 0.746% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 19,359 | $2.11M | 0.0% | +3.9% | 0.193% | |
| 4/14/2025 | Priebe Wealth Holdings LLC | 18,033 | $1.97M | 1.2% | -44.3% | 0.179% | |
| 4/9/2025 | RFG Advisory LLC | 2,918 | $318K | 0.0% | N/A | 0.029% | |
| 4/9/2025 | NBC Securities Inc. | 12,232 | $1.33M | 0.1% | +101,833.3% | 0.120% | |
| 4/7/2025 | GAMMA Investing LLC | 101,024 | $11.01M | 0.0% | +10,798.0% | 0.990% | |
| 4/2/2025 | Park National Corp OH | 10,829 | $1.18M | 0.0% | -3.3% | 0.103% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 18,633 | $2.16M | 0.0% | +92.7% | 0.177% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 37,068 | $4.29M | 0.1% | -34.2% | 0.351% | |
| 2/24/2025 | Ameriflex Group Inc. | 3,487 | $421K | 0.2% | N/A | 0.033% | |
| 2/19/2025 | Three Cord True Wealth Management LLC | 107,080 | $12.39M | 10.7% | N/A | 1.015% | |
| 2/19/2025 | Richmond Investment Services LLC | 2,088 | $242K | 0.1% | N/A | 0.020% | |
| 2/18/2025 | GTS Securities LLC | 29,794 | $3.45M | 0.2% | -22.2% | 0.282% | |
| 2/18/2025 | First Heartland Consultants Inc. | 4,672 | $541K | 0.1% | -7.2% | 0.044% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 21,007 | $2.43M | 0.1% | -1.7% | 0.199% | |
| 2/17/2025 | Royal Bank of Canada | 248,407 | $28.75M | 0.0% | +8.5% | 2.355% | |
| 2/17/2025 | Cornerstone Financial Group LLC NE | 1,895 | $219K | 0.2% | N/A | 0.018% | |
| 2/17/2025 | Cetera Investment Advisers | 169,285 | $19.59M | 0.0% | +2.2% | 1.605% | |
| 2/17/2025 | Citadel Advisors LLC | 24,801 | $2.87M | 0.0% | N/A | 0.235% | |
| 2/17/2025 | Baird Financial Group Inc. | 166,236 | $19.24M | 0.0% | +2.8% | 1.576% | |
| 2/17/2025 | Bank of America Corp DE | 133,345 | $15.43M | 0.0% | +2.8% | 1.264% | |
| 2/17/2025 | Benjamin Edwards Inc. | 56,031 | $6.50M | 0.1% | -7.5% | 0.531% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 2,990 | $346K | 0.0% | +44.1% | 0.028% | |
| 2/14/2025 | FAS Wealth Partners Inc. | 2,186 | $253K | 0.0% | -8.9% | 0.021% | |
| 2/14/2025 | Comerica Bank | 18,924 | $2.19M | 0.0% | +1.0% | 0.179% | |
| 2/14/2025 | Lido Advisors LLC | 6,151 | $712K | 0.0% | N/A | 0.058% | |
| 2/14/2025 | Three Seasons Wealth LLC | 5,978 | $692K | 0.3% | N/A | 0.057% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 1,771 | $205K | 0.0% | N/A | 0.017% | |
| 2/14/2025 | Susquehanna International Group LLP | 34,814 | $4.03M | 0.0% | +816.2% | 0.330% | |
| 2/14/2025 | IHT Wealth Management LLC | 5,821 | $674K | 0.0% | -26.0% | 0.055% | |
| 2/14/2025 | Stifel Financial Corp | 86,209 | $9.98M | 0.0% | -2.2% | 0.817% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 13,647 | $1.58M | 0.0% | +6.7% | 0.129% | |
| 2/14/2025 | First Trust Advisors LP | 46,880 | $5.43M | 0.0% | -4.5% | 0.444% | |
| 2/13/2025 | NewEdge Advisors LLC | 10,629 | $1.23M | 0.0% | -4.6% | 0.101% | |
| 2/13/2025 | Mariner LLC | 3,823 | $442K | 0.0% | -5.1% | 0.036% | |
| 2/13/2025 | Crux Wealth Advisors | 27,054 | $3.13M | 1.7% | N/A | 0.256% | |
| 2/13/2025 | Rathbones Group PLC | 5,431 | $628K | 0.0% | +3.5% | 0.051% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 20,676 | $2.39M | 0.0% | -6.2% | 0.196% | |
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| 2/13/2025 | Wedbush Securities Inc. | 2,110 | $244K | 0.0% | -10.5% | 0.020% | |
| 2/13/2025 | Wells Fargo & Company MN | 747,649 | $86.52M | 0.0% | -0.2% | 7.087% | |
| 2/12/2025 | OLD Mission Capital LLC | 1,811 | $210K | 0.0% | N/A | 0.017% | |
| 2/12/2025 | National Wealth Management Group LLC | 3,300 | $382K | 0.3% | +17.1% | 0.031% | |
| 2/12/2025 | National Bank of Canada FI | 197,940 | $22.91M | 0.0% | +3.1% | 1.876% | |
| 2/12/2025 | Transamerica Financial Advisors Inc. | 11,265 | $1.30M | 0.1% | -4.3% | 0.107% | |
| 2/12/2025 | AssuredPartners Investment Advisors LLC | 108,171 | $12.52M | 2.5% | N/A | 1.025% | |
| 2/12/2025 | JPMorgan Chase & Co. | 1,424 | $165K | 0.0% | +53.1% | 0.013% | |
| 2/12/2025 | Morey & Quinn Wealth Partners LLC | 3,073 | $356K | 0.3% | N/A | 0.029% | |
| 2/12/2025 | Potentia Wealth | 11,039 | $1.28M | 0.6% | N/A | 0.105% | |
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