| 7/23/2025 | Ignite Planners LLC | 4,618 | $232K | 0.0% | N/A | 0.021% | |
| 7/23/2025 | Castle Rock Wealth Management LLC | 29,782 | $1.50M | 0.4% | +17.5% | 0.137% | |
| 7/22/2025 | Chung Wu Investment Group LLC | 25,460 | $1.27M | 1.3% | -12.4% | 0.117% | |
| 7/22/2025 | DAVENPORT & Co LLC | 58,625 | $2.92M | 0.0% | +24.7% | 0.270% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 16,757 | $835K | 0.2% | +191.4% | 0.077% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 74,372 | $3.71M | 0.1% | +5.4% | 0.343% | |
| 7/21/2025 | Investment Planning Advisors Inc. | 24,733 | $1.23M | 0.4% | +7.2% | 0.114% | |
| 7/21/2025 | Jmac Enterprises LLC | 189,347 | $9.43M | 2.0% | +51.8% | 0.873% | |
| 7/18/2025 | Parsons Capital Management Inc. RI | 6,280 | $313K | 0.0% | -6.0% | 0.029% | |
| 7/18/2025 | Northeast Financial Group Inc. | 114,551 | $5.71M | 1.7% | +10.3% | 0.533% | |
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| 7/18/2025 | Childress Capital Advisors LLC | 93,069 | $4.64M | 1.2% | +149.5% | 0.433% | |
| 7/18/2025 | Requisite Capital Management LLC | 1,356,462 | $67.58M | 14.6% | N/A | 6.309% | |
| 7/18/2025 | Truist Financial Corp | 48,368 | $2.41M | 0.0% | N/A | 0.225% | |
| 7/17/2025 | LexAurum Advisors LLC | 14,666 | $731K | 0.1% | +6.1% | 0.068% | |
| 7/17/2025 | Forefront Wealth Management Inc. | 41,032 | $2.04M | 1.6% | -56.3% | 0.196% | |
| 7/17/2025 | Clay Northam Wealth Management LLC | 26,140 | $1.30M | 0.8% | +8.6% | 0.125% | |
| 7/17/2025 | KWB Wealth | 5,820 | $271K | 0.0% | N/A | 0.028% | |
| 7/16/2025 | Perigon Wealth Management LLC | 43,522 | $2.17M | 0.1% | +87.9% | 0.208% | |
| 7/15/2025 | Regatta Capital Group LLC | 5,755 | $287K | 0.0% | N/A | 0.028% | |
| 7/15/2025 | McCarthy & Cox | 389,310 | $19.40M | 5.1% | +13.7% | 1.863% | |
| 7/15/2025 | Boyce & Associates Wealth Consulting Inc. | 62,901 | $3.13M | 2.9% | +13.9% | 0.301% | |
| 7/15/2025 | Eaton Financial Holdings Company LLC | 501,313 | $24.98M | 7.7% | +43.8% | 2.399% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 10,367 | $516K | 0.1% | N/A | 0.050% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 57,475 | $2.87M | 0.0% | +31.5% | 0.280% | |
| 7/10/2025 | High Net Worth Advisory Group LLC | 13,499 | $673K | 0.2% | +6.3% | 0.066% | |
| 7/10/2025 | SK Wealth Management LLC | 276,514 | $13.80M | 6.0% | +37.3% | 1.349% | |
| 7/10/2025 | Financial Management Network Inc. | 19,127 | $955K | 0.2% | +3.2% | 0.093% | |
| 7/8/2025 | Next Level Private LLC | 13,820 | $688K | 0.2% | -32.6% | 0.067% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 3,040 | $151K | 0.0% | N/A | 0.015% | |
| 7/7/2025 | Salem Investment Counselors Inc. | 2,500 | $125K | 0.0% | +85.2% | 0.012% | |
| 7/3/2025 | Collective Family Office LLC | 12,871 | $641K | 0.2% | +3.0% | 0.088% | |
| 7/2/2025 | Waller Financial Planning Group Inc. | 6,809 | $339K | 0.1% | N/A | 0.047% | |
| 5/20/2025 | Jupiter Wealth Management LLC | 5,889 | $285K | 0.2% | -26.1% | 0.040% | |
| 5/19/2025 | Jane Street Group LLC | 81,992 | $3.82M | 0.0% | +857.0% | 0.562% | |
| 5/16/2025 | NewEdge Advisors LLC | 57,903 | $2.70M | 0.0% | -63.3% | 0.397% | |
| 5/16/2025 | Curi RMB Capital LLC | 17,568 | $819K | 0.0% | +3.8% | 0.120% | |
| 5/15/2025 | Royal Bank of Canada | 103,307 | $4.82M | 0.0% | +419.4% | 0.708% | |
| 5/15/2025 | FRG Family Wealth Advisors LLC | 19,345 | $902K | 0.2% | +25.3% | 0.133% | |
| 5/15/2025 | Graney & King LLC | 369,795 | $17.24M | 12.8% | +40.0% | 2.533% | |
| 5/14/2025 | Delta Investment Management LLC | 37,748 | $1.76M | 0.4% | -2.7% | 0.259% | |
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| 5/14/2025 | M Holdings Securities Inc. | 24,332 | $1.13M | 0.2% | +44.5% | 0.167% | |
| 5/13/2025 | Eaton Financial Holdings Company LLC | 348,502 | $16.24M | 6.7% | N/A | 2.387% | |
| 5/13/2025 | HighTower Advisors LLC | 791,125 | $36.87M | 0.1% | +69.0% | 5.419% | |
| 5/12/2025 | Northeast Financial Group Inc. | 103,900 | $4.84M | 1.7% | N/A | 0.712% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 10,543 | $491K | 0.0% | -27.8% | 0.072% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 408,280 | $19.03M | 0.0% | +933.1% | 2.796% | |
| 5/8/2025 | Moors & Cabot Inc. | 22,050 | $1.03M | 0.1% | -6.5% | 0.151% | |
| 5/8/2025 | Pasadena Private Wealth LLC | 6,615 | $308K | 0.1% | N/A | 0.045% | |
| 5/8/2025 | CAP Partners LLC | 17,616 | $821K | 0.6% | +7.7% | 0.121% | |
| 5/7/2025 | Financial Management Network Inc. | 18,526 | $863K | 0.2% | +54.8% | 0.127% | |
| 5/7/2025 | Avalon Capital Management | 54,168 | $2.53M | 0.7% | +10.9% | 0.371% | |
| 5/7/2025 | Richards Merrill & Peterson Inc. | 1,700 | $79K | 0.0% | +1,033.3% | 0.012% | |
| 5/7/2025 | LPL Financial LLC | 1,310,939 | $61.10M | 0.0% | +64.4% | 8.979% | |
| 5/7/2025 | Semus Wealth Partners LLC | 52,698 | $2.46M | 1.7% | +14.3% | 0.361% | |
| 5/7/2025 | Cornerstone Advisory LLC | 881,269 | $40.48M | 4.7% | +27.4% | 6.036% | |
| 5/6/2025 | Wedbush Securities Inc. | 6,222 | $290K | 0.0% | N/A | 0.043% | |
| 5/6/2025 | Integrity Investment Advisors LLC | 25,454 | $1.19M | 1.1% | N/A | 0.174% | |
| 5/5/2025 | Private Advisor Group LLC | 66,349 | $3.09M | 0.0% | +160.6% | 0.454% | |
| 5/2/2025 | Boyce & Associates Wealth Consulting Inc. | 55,204 | $2.57M | 2.6% | +19.5% | 0.378% | |
| 5/1/2025 | Greater Midwest Financial Group LLC | 242,370 | $11.30M | 7.9% | +3.4% | 1.719% | |
| 4/30/2025 | CFO4Life Group LLC | 4,695 | $219K | 0.0% | N/A | 0.033% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 7,650 | $357K | 0.0% | N/A | 0.054% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 11,883 | $554K | 0.1% | +63.4% | 0.084% | |
| 4/29/2025 | Aurora Private Wealth Inc. | 79,609 | $3.71M | 0.9% | +7.9% | 0.565% | |
| 4/28/2025 | Cannon Advisors Inc. | 35,144 | $1.64M | 1.5% | N/A | 0.249% | |
| 4/28/2025 | Elmwood Wealth Management Inc. | 83,207 | $3.88M | 1.6% | +10.0% | 0.590% | |
| 4/28/2025 | Private Trust Co. NA | 1,100 | $51K | 0.0% | -66.0% | 0.008% | |
| 4/28/2025 | DAVENPORT & Co LLC | 47,023 | $2.19M | 0.0% | +3.8% | 0.333% | |
| 4/25/2025 | Clay Northam Wealth Management LLC | 24,065 | $1.12M | 0.8% | +51.7% | 0.176% | |
| 4/24/2025 | Canvas Wealth Advisors LLC | 12,968 | $568K | 0.1% | -36.5% | 0.095% | |
| 4/24/2025 | Beacon Financial Advisory LLC | 5,751 | $268K | 0.1% | N/A | 0.042% | |
| 4/23/2025 | Chung Wu Investment Group LLC | 29,050 | $1.35M | 1.6% | +83.4% | 0.212% | |
| 4/23/2025 | Perigon Wealth Management LLC | 23,164 | $1.08M | 0.0% | N/A | 0.169% | |
| 4/23/2025 | Aurora Private Wealth Inc. | 79,609 | $3.71M | 0.1% | +7.9% | 0.581% | |
| 4/23/2025 | Balboa Wealth Partners | 7,250 | $338K | 0.1% | N/A | 0.053% | |
| 4/23/2025 | Investment Planning Advisors Inc. | 23,065 | $1.08M | 0.4% | N/A | 0.168% | |
| 4/22/2025 | Jmac Enterprises LLC | 124,761 | $5.82M | 1.4% | +9.0% | 0.911% | |
| 4/22/2025 | Ellis Investment Partners LLC | 5,262 | $245K | 0.1% | N/A | 0.038% | |
| 4/22/2025 | Childress Capital Advisors LLC | 37,300 | $1.74M | 0.5% | N/A | 0.272% | |
| 4/22/2025 | SK Wealth Management LLC | 201,405 | $8.61M | 4.6% | +998.1% | 1.470% | |
| 4/22/2025 | Register Financial Advisors LLC | 5,540 | $258K | 0.1% | N/A | 0.040% | |
| 4/22/2025 | Private Wealth Partners LLC | 55,754 | $2.60M | 0.2% | +33.5% | 0.407% | |
| 4/17/2025 | Robertson Stephens Wealth Management LLC | 4,834 | $225K | 0.0% | -97.9% | 0.037% | |
| 4/17/2025 | Mason & Associates Inc | 220,624 | $10.28M | 2.6% | +14.9% | 1.710% | |
| 4/17/2025 | Forefront Wealth Management Inc. | 93,868 | $4.38M | 4.0% | +5.6% | 0.728% | |
| 4/17/2025 | Good Life Advisors LLC | 40,017 | $1.87M | 0.1% | +38.6% | 0.310% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 4,503 | $210K | 0.0% | N/A | 0.035% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 43,708 | $2.04M | 0.0% | +0.9% | 0.339% | |
| 4/16/2025 | Salem Investment Counselors Inc. | 1,350 | $63K | 0.0% | +237.5% | 0.010% | |
| 4/15/2025 | Ulland Investment Advisors LLC | 2,300 | $107K | 0.1% | N/A | 0.019% | |
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| 4/15/2025 | Parsons Capital Management Inc. RI | 6,680 | $311K | 0.0% | N/A | 0.056% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 70,560 | $3.29M | 0.1% | +13.7% | 0.593% | |
| 4/14/2025 | McCarthy & Cox | 342,343 | $15.96M | 6.9% | +29.7% | 2.877% | |
| 4/14/2025 | Park Avenue Securities LLC | 5,499 | $256K | 0.0% | +9.3% | 0.046% | |
| 4/11/2025 | Next Level Private LLC | 20,509 | $956K | 0.4% | N/A | 0.172% | |
| 4/9/2025 | High Net Worth Advisory Group LLC | 12,700 | $592K | 0.2% | +33.7% | 0.109% | |
| 4/9/2025 | Castle Rock Wealth Management LLC | 25,336 | $1.17M | 0.3% | -5.0% | 0.217% | |
| 4/3/2025 | Collective Family Office LLC | 12,498 | $583K | 0.2% | +62.4% | 0.144% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 43,303 | $2.14M | 0.0% | +659.7% | 0.498% | |
| 3/5/2025 | Castle Rock Wealth Management LLC | 26,673 | $1.35M | 0.3% | +46.1% | 0.307% | |
