| 7/25/2025 | MGO One Seven LLC | 183,551 | $9.14M | 0.3% | +9.1% | 0.809% | |
| 7/25/2025 | Ellis Investment Partners LLC | 16,019 | $798K | 0.2% | +112.9% | 0.071% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 6,237 | $311K | 0.2% | +6.4% | 0.027% | |
| 7/24/2025 | Aurora Private Wealth Inc. | 4,698 | $234K | 0.2% | -7.3% | 0.021% | |
| 7/23/2025 | Castle Rock Wealth Management LLC | 13,343 | $673K | 0.2% | +28.3% | 0.060% | |
| 7/22/2025 | Chung Wu Investment Group LLC | 4,200 | $209K | 0.2% | -46.8% | 0.019% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 12,874 | $641K | 0.2% | +116.8% | 0.058% | |
| 7/22/2025 | Berger Financial Group Inc | 14,450 | $720K | 0.0% | N/A | 0.065% | |
| 7/18/2025 | Childress Capital Advisors LLC | 25,617 | $1.28M | 0.3% | N/A | 0.116% | |
| 7/18/2025 | PFG Investments LLC | 11,233 | $559K | 0.0% | N/A | 0.051% | |
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| 7/18/2025 | Requisite Capital Management LLC | 1,338,676 | $66.68M | 14.4% | N/A | 6.057% | |
| 7/18/2025 | Truist Financial Corp | 84,275 | $4.20M | 0.0% | N/A | 0.381% | |
| 7/17/2025 | XML Financial LLC | 155,257 | $7.73M | 0.7% | +0.4% | 0.703% | |
| 7/17/2025 | Forefront Wealth Management Inc. | 23,248 | $1.16M | 0.9% | -62.0% | 0.109% | |
| 7/16/2025 | Perigon Wealth Management LLC | 10,010 | $499K | 0.0% | N/A | 0.047% | |
| 7/15/2025 | Regatta Capital Group LLC | 10,336 | $515K | 0.1% | N/A | 0.048% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 8,480 | $422K | 0.0% | -72.2% | 0.040% | |
| 7/11/2025 | Farther Finance Advisors LLC | 2,215 | $110K | 0.0% | N/A | 0.010% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 124,984 | $6.21M | 0.0% | +380.7% | 0.601% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 502 | $25K | 0.0% | N/A | 0.002% | |
| 5/19/2025 | Jane Street Group LLC | 33,277 | $1.48M | 0.0% | N/A | 0.252% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 20,554 | $917K | 0.0% | N/A | 0.156% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 1,958,412 | $87.35M | 0.0% | +8.5% | 14.836% | |
| 5/15/2025 | EP Wealth Advisors LLC | 161,652 | $7.21M | 0.1% | +2.5% | 1.225% | |
| 5/15/2025 | Royal Bank of Canada | 15,368 | $685K | 0.0% | +1,254.0% | 0.116% | |
| 5/15/2025 | Graney & King LLC | 23,849 | $1.06M | 0.8% | +5.9% | 0.181% | |
| 5/14/2025 | Delta Investment Management LLC | 15,681 | $699K | 0.1% | N/A | 0.119% | |
| 5/14/2025 | M Holdings Securities Inc. | 27,262 | $1.22M | 0.2% | +29.2% | 0.207% | |
| 5/13/2025 | HighTower Advisors LLC | 231,588 | $10.33M | 0.0% | +87.4% | 1.754% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 8,000 | $357K | 0.0% | N/A | 0.061% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 5,466 | $244K | 0.0% | +11.2% | 0.041% | |
| 5/9/2025 | Manchester Capital Management LLC | 4,100 | $183K | 0.0% | N/A | 0.031% | |
| 5/8/2025 | Harbour Investments Inc. | 2,093 | $93K | 0.0% | N/A | 0.016% | |
| 5/8/2025 | MGO One Seven LLC | 168,191 | $7.50M | 0.3% | +26.2% | 1.274% | |
| 5/7/2025 | Patten & Patten Inc. TN | 162,311 | $7.24M | 0.5% | +30.9% | 1.230% | |
| 5/7/2025 | Avalon Capital Management | 12,500 | $558K | 0.2% | N/A | 0.095% | |
| 5/7/2025 | LPL Financial LLC | 577,710 | $25.77M | 0.0% | +46.1% | 4.377% | |
| 5/7/2025 | Semus Wealth Partners LLC | 56,314 | $2.51M | 1.8% | +16.9% | 0.427% | |
| 5/7/2025 | Cornerstone Advisory LLC | 24,111 | $1.08M | 0.1% | +1.7% | 0.183% | |
| 5/5/2025 | Private Advisor Group LLC | 152,475 | $6.80M | 0.0% | +461.0% | 1.155% | |
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| 5/2/2025 | Graypoint LLC | 14,068 | $627K | 0.0% | -12.6% | 0.107% | |
| 4/30/2025 | Aurdan Capital Management LLC | 14,318 | $639K | 0.2% | N/A | 0.113% | |
| 4/30/2025 | CFO4Life Group LLC | 8,771 | $391K | 0.1% | +85.3% | 0.069% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 5,600 | $250K | 0.0% | +32.9% | 0.044% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 30,455 | $1.36M | 0.0% | -4.8% | 0.240% | |
| 4/29/2025 | Aurora Private Wealth Inc. | 5,067 | $226K | 0.1% | +5.3% | 0.040% | |
| 4/28/2025 | Cannon Advisors Inc. | 35,467 | $1.58M | 1.5% | N/A | 0.279% | |
| 4/28/2025 | Private Trust Co. NA | 7,983 | $356K | 0.0% | +34.3% | 0.063% | |
| 4/25/2025 | Naviter Wealth LLC | 7,731 | $345K | 0.0% | N/A | 0.062% | |
| 4/24/2025 | Canvas Wealth Advisors LLC | 5,280 | $222K | 0.1% | N/A | 0.043% | |
| 4/24/2025 | Beacon Financial Advisory LLC | 5,939 | $265K | 0.1% | N/A | 0.048% | |
| 4/23/2025 | Chung Wu Investment Group LLC | 7,900 | $352K | 0.4% | -32.2% | 0.064% | |
| 4/23/2025 | Aurora Private Wealth Inc. | 5,067 | $226K | 0.0% | +5.3% | 0.041% | |
| 4/23/2025 | Balboa Wealth Partners | 7,250 | $323K | 0.1% | N/A | 0.058% | |
| 4/22/2025 | XML Financial LLC | 154,601 | $6.90M | 0.6% | +14.3% | 1.247% | |
| 4/22/2025 | Comprehensive Money Management Services LLC | 5,862 | $261K | 0.2% | +34.1% | 0.047% | |
| 4/22/2025 | Ellis Investment Partners LLC | 7,525 | $336K | 0.1% | N/A | 0.061% | |
| 4/22/2025 | Private Wealth Partners LLC | 13,000 | $580K | 0.0% | +6.1% | 0.105% | |
| 4/17/2025 | Mason & Associates Inc | 97,572 | $4.35M | 1.1% | +4.1% | 0.820% | |
| 4/17/2025 | Forefront Wealth Management Inc. | 61,249 | $2.73M | 2.5% | +10.1% | 0.515% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 26,001 | $1.16M | 0.0% | +4.9% | 0.218% | |
| 4/11/2025 | GGM Financials LLC | 359,443 | $16.03M | 10.9% | +29.2% | 3.046% | |
| 4/10/2025 | Cathy Pareto & Associates Inc. | 4,507 | $201K | 0.2% | N/A | 0.038% | |
| 4/9/2025 | Castle Rock Wealth Management LLC | 10,400 | $462K | 0.1% | +24.3% | 0.090% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 24,783 | $1.22M | 0.0% | N/A | 0.306% | |
| 3/12/2025 | Centaurus Financial Inc. | 3,000 | $147K | 0.0% | N/A | 0.037% | |
| 3/5/2025 | Castle Rock Wealth Management LLC | 8,365 | $424K | 0.1% | +40.5% | 0.103% | |
| 3/4/2025 | Comprehensive Money Management Services LLC | 4,372 | $214K | 0.2% | N/A | 0.054% | |
| 2/18/2025 | Cornerstone Advisory LLC | 23,697 | $1.20M | 0.1% | +178.8% | 0.293% | |
| 2/17/2025 | Visionary Wealth Advisors | 12,355 | $606K | 0.0% | N/A | 0.153% | |
| 2/17/2025 | EP Wealth Advisors LLC | 157,639 | $7.73M | 0.1% | +1.0% | 1.946% | |
| 2/17/2025 | Citadel Advisors LLC | 12,752 | $625K | 0.0% | N/A | 0.157% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 4,916 | $241K | 0.0% | N/A | 0.061% | |
| 2/14/2025 | MGO One Seven LLC | 133,292 | $6.54M | 0.2% | N/A | 1.646% | |
| 2/13/2025 | M Holdings Securities Inc. | 21,099 | $1.03M | 0.2% | +29.7% | 0.260% | |
| 2/13/2025 | Mariner LLC | 6,103 | $299K | 0.0% | +3.9% | 0.075% | |
| 2/12/2025 | RiverFront Investment Group LLC | 23,485 | $1.15M | 0.0% | -15.1% | 0.290% | |
| 2/12/2025 | Graney & King LLC | 22,514 | $1.10M | 0.8% | N/A | 0.278% | |
| 2/11/2025 | LPL Financial LLC | 395,447 | $19.39M | 0.0% | +33.3% | 4.882% | |
| 2/11/2025 | M Holdings Securities Inc. | 1,034 | $51K | 0.0% | -93.6% | 0.013% | |
| 2/11/2025 | Blueprint Investment Partners LLC | 98,496 | $4.83M | 0.8% | N/A | 1.216% | |
| 2/11/2025 | Forefront Wealth Management Inc. | 55,642 | $2.73M | 2.5% | N/A | 0.687% | |
| 2/10/2025 | Atlanta Consulting Group Advisors LLC | 4,807 | $236K | 0.1% | N/A | 0.059% | |
| 2/10/2025 | Patten & Patten Inc. TN | 123,953 | $6.08M | 0.4% | +21.1% | 1.530% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 7,748 | $380K | 0.0% | +85.1% | 0.096% | |
| 2/7/2025 | HighTower Advisors LLC | 123,592 | $6.06M | 0.0% | +84.5% | 1.526% | |
| 2/7/2025 | Chung Wu Investment Group LLC | 11,650 | $571K | 0.6% | N/A | 0.144% | |
| 2/5/2025 | Private Trust Co. NA | 5,943 | $291K | 0.0% | +489.6% | 0.073% | |
| 2/3/2025 | Private Wealth Partners LLC | 12,250 | $601K | 0.0% | +36.1% | 0.151% | |
| 2/3/2025 | Private Advisor Group LLC | 27,181 | $1.33M | 0.0% | +16.7% | 0.336% | |
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| 1/31/2025 | Semus Wealth Partners LLC | 48,192 | $2.36M | 1.6% | +30.8% | 0.602% | |
| 1/31/2025 | Sanctuary Advisors LLC | 6,233 | $311K | 0.0% | N/A | 0.078% | |
| 1/29/2025 | CAP Partners LLC | 5,500 | $270K | 0.2% | N/A | 0.069% | |
| 1/29/2025 | GGM Financials LLC | 278,237 | $13.64M | 14.5% | +23.6% | 3.478% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 4,215 | $207K | 0.0% | N/A | 0.053% | |
| 1/24/2025 | U.S. Capital Wealth Advisors LLC | 31,980 | $1.57M | 0.0% | -1.5% | 0.400% | |
| 1/22/2025 | Aurora Private Wealth Inc. | 4,812 | $236K | 0.2% | N/A | 0.062% | |
| 1/21/2025 | Avaii Wealth Management LLC | 6,437 | $316K | 0.2% | +14.0% | 0.084% | |
| 1/17/2025 | XML Financial LLC | 135,228 | $6.63M | 0.6% | +799.5% | 1.803% | |
| 1/16/2025 | M.E. Allison & CO. Inc. | 7,300 | $358K | 0.4% | N/A | 0.097% | |
