| 8/18/2025 | Geneos Wealth Management Inc. | 5,394 | $410K | 0.0% | +98.6% | 0.058% | |
| 8/15/2025 | Corient Private Wealth LLC | 18,300 | $1.39M | 0.0% | -3.9% | 0.196% | |
| 8/15/2025 | Equitable Holdings Inc. | 390,168 | $29.65M | 0.2% | -1.6% | 4.173% | |
| 8/15/2025 | Captrust Financial Advisors | 12,311 | $935K | 0.0% | -10.6% | 0.132% | |
| 8/15/2025 | Smartleaf Asset Management LLC | 2,317 | $175K | 0.0% | +18.8% | 0.025% | |
| 8/15/2025 | MML Investors Services LLC | 42,420 | $3.22M | 0.0% | +25.5% | 0.454% | |
| 8/15/2025 | Bank of America Corp DE | 219,604 | $16.69M | 0.0% | +6.6% | 2.349% | |
| 8/15/2025 | Ameriprise Financial Inc. | 66,651 | $5.07M | 0.0% | +1.9% | 0.713% | |
| 8/14/2025 | Raymond James Financial Inc. | 395,910 | $30.08M | 0.0% | +18.2% | 4.234% | |
| 8/14/2025 | Diversify Advisory Services LLC | 16,776 | $1.31M | 0.1% | +10.0% | 0.179% | |
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| 8/14/2025 | Vivaldi Capital Management LP | 26,647 | $2.03M | 0.3% | +18.0% | 0.285% | |
| 8/13/2025 | Baird Financial Group Inc. | 17,237 | $1.31M | 0.0% | +21.1% | 0.184% | |
| 8/13/2025 | M&T Bank Corp | 13,727 | $1.04M | 0.0% | -3.7% | 0.147% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 50,321 | $3.82M | 0.0% | -1.7% | 0.538% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 5,656 | $430K | 0.0% | N/A | 0.060% | |
| 8/12/2025 | JPMorgan Chase & Co. | 18,151 | $1.38M | 0.0% | +95.9% | 0.194% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 60,956 | $4.63M | 0.0% | +4.8% | 0.652% | |
| 8/8/2025 | Cetera Investment Advisers | 47,852 | $3.64M | 0.0% | +116.0% | 0.512% | |
| 8/7/2025 | Summit Asset Management LLC | 4,216 | $320K | 0.1% | -5.8% | 0.045% | |
| 8/6/2025 | Ipsen Advisor Group LLC | 82,303 | $6.25M | 4.8% | +2.8% | 0.880% | |
| 8/6/2025 | Savant Capital LLC | 5,592 | $425K | 0.0% | +2.6% | 0.060% | |
| 8/6/2025 | DDFG Inc | 31,915 | $2.43M | 0.6% | +6.3% | 0.341% | |
| 8/5/2025 | swisspartners Advisors Ltd | 111,620 | $8.47M | 8.0% | +3.2% | 1.194% | |
| 8/4/2025 | Jim Saulnier & Associates LLC | 26,375 | $2.00M | 1.4% | -5.9% | 0.282% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 7,021 | $533K | 0.0% | +4.5% | 0.075% | |
| 8/1/2025 | GWN Securities Inc. | 4,092 | $312K | 0.1% | +11.8% | 0.044% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 123,020 | $9.35M | 0.0% | +335.2% | 1.316% | |
| 7/30/2025 | Black Diamond Financial LLC | 110,769 | $8.42M | 1.3% | -12.2% | 1.185% | |
| 7/30/2025 | Retirement Planning Group LLC | 16,780 | $1.28M | 0.1% | -6.6% | 0.179% | |
| 7/30/2025 | D.A. Davidson & CO. | 3,197 | $243K | 0.0% | N/A | 0.034% | |
| 7/30/2025 | Pacific Sun Financial Corp | 8,130 | $618K | 0.3% | -6.2% | 0.087% | |
| 7/29/2025 | Madison Wealth Partners Inc | 8,616 | $655K | 0.1% | +9.1% | 0.092% | |
| 7/29/2025 | Woodard & Co. Asset Management Group Inc. ADV | 5,652 | $429K | 0.1% | -28.1% | 0.060% | |
| 7/29/2025 | Rodgers & Associates LTD | 100,912 | $7.67M | 0.8% | +7.1% | 1.079% | |
| 7/29/2025 | Aire Advisors LLC | 40,696 | $3.09M | 0.6% | +9.2% | 0.435% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 25,407 | $1.93M | 0.0% | -6.2% | 0.272% | |
| 7/25/2025 | Courage Miller Partners LLC | 20,296 | $1.54M | 0.5% | -1.4% | 0.217% | |
| 7/25/2025 | CWM LLC | 3,837 | $292K | 0.0% | -25.8% | 0.041% | |
| 7/24/2025 | rebel Financial LLC | 4,342 | $330K | 0.2% | N/A | 0.046% | |
| 7/22/2025 | Sage Financial Group Inc. | 6,780 | $515K | 0.0% | -6.0% | 0.073% | |
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| 7/22/2025 | DAVENPORT & Co LLC | 52,522 | $3.99M | 0.0% | +78.6% | 0.565% | |
| 7/22/2025 | Marietta Wealth Management LLC | 81,441 | $6.19M | 0.8% | +6.1% | 0.876% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 768 | $58K | 0.0% | N/A | 0.008% | |
| 7/15/2025 | James J. Burns & Company LLC | 20,510 | $1.56M | 0.3% | +235.2% | 0.222% | |
| 7/15/2025 | Revisor Wealth Management LLC | 3,428 | $267K | 0.1% | -4.5% | 0.037% | |
| 7/14/2025 | Flagstar Advisors Inc. | 23,119 | $1.76M | 0.5% | -15.6% | 0.250% | |
| 7/14/2025 | Park Avenue Securities LLC | 13,272 | $1.01M | 0.0% | N/A | 0.143% | |
| 7/14/2025 | Matrix Trust Co | 201,752 | $15.33M | 2.4% | +1.6% | 2.181% | |
| 7/10/2025 | Orgel Wealth Management LLC | 359,977 | $27.35M | 0.7% | +5.7% | 3.892% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 16,662 | $1.30M | 0.0% | -6.9% | 0.181% | |
| 7/10/2025 | Sovran Advisors LLC | 24,024 | $1.86M | 0.2% | N/A | 0.261% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 25,742 | $1.96M | 0.1% | N/A | 0.280% | |
| 7/9/2025 | Burt Wealth Advisors | 27,722 | $2.11M | 0.5% | +91.5% | 0.301% | |
| 7/8/2025 | Parallel Advisors LLC | 4,850 | $369K | 0.0% | +36.6% | 0.053% | |
| 5/20/2025 | Focus Partners Wealth | 30,923 | $2.29M | 0.0% | -89.9% | 0.347% | |
| 5/19/2025 | Jane Street Group LLC | 4,265 | $316K | 0.0% | +19.3% | 0.048% | |
| 5/16/2025 | Jones Financial Companies Lllp | 35,120 | $2.77M | 0.0% | +1,200.3% | 0.395% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 5,778 | $429K | 0.0% | -3.0% | 0.065% | |
| 5/15/2025 | EP Wealth Advisors LLC | 43,166 | $3.20M | 0.0% | -1.6% | 0.485% | |
| 5/15/2025 | Royal Bank of Canada | 37,503 | $2.78M | 0.0% | +3.2% | 0.421% | |
| 5/15/2025 | Baird Financial Group Inc. | 14,229 | $1.06M | 0.0% | -80.7% | 0.160% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 1,950 | $143K | 0.0% | +27.6% | 0.022% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 51,180 | $3.80M | 0.0% | +9.3% | 0.575% | |
| 5/14/2025 | Summit Financial LLC | 3,013 | $224K | 0.0% | N/A | 0.034% | |
| 5/13/2025 | Raymond James Financial Inc. | 334,939 | $24.85M | 0.0% | +12.1% | 3.763% | |
| 5/13/2025 | DDFG Inc | 30,034 | $2.23M | 0.6% | +327.3% | 0.337% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 27,086 | $2.01M | 0.0% | -11.1% | 0.304% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 202,990 | $15.06M | 0.0% | +2.6% | 2.281% | |
| 5/8/2025 | TIAA Trust National Association | 3,098 | $230K | 0.0% | -9.0% | 0.035% | |
| 5/8/2025 | US Bancorp DE | 505 | $37K | 0.0% | -57.9% | 0.006% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 515 | $38K | 0.0% | N/A | 0.006% | |
| 5/7/2025 | Woodard & Co. Asset Management Group Inc. ADV | 7,862 | $583K | 0.1% | -83.5% | 0.088% | |
| 5/7/2025 | LPL Financial LLC | 170,079 | $12.62M | 0.0% | +7.8% | 1.911% | |
| 5/7/2025 | Bedel Financial Consulting Inc. | 74,804 | $5.39M | 0.8% | +3.8% | 0.840% | |
| 5/7/2025 | Caliber Wealth Management LLC KS | 25,602 | $1.90M | 0.3% | N/A | 0.288% | |
| 5/6/2025 | Assetmark Inc. | 401 | $30K | 0.0% | -87.7% | 0.005% | |
| 5/6/2025 | Cetera Investment Advisers | 22,155 | $1.64M | 0.0% | +1.9% | 0.249% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 58,183 | $4.32M | 0.0% | -1.2% | 0.654% | |
| 5/5/2025 | PCA Investment Advisory Services Inc. | 13,966 | $1.04M | 0.5% | -18.8% | 0.157% | |
| 5/5/2025 | Millstone Evans Group LLC | 40,011 | $2.97M | 2.0% | -4.3% | 0.450% | |
| 5/5/2025 | Aire Advisors LLC | 37,266 | $2.77M | 0.6% | +0.4% | 0.419% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 4,471 | $332K | 0.0% | -17.9% | 0.050% | |
| 5/5/2025 | Diversify Advisory Services LLC | 15,244 | $1.09M | 0.1% | +7.5% | 0.171% | |
| 5/5/2025 | Jackson Creek Investment Advisors LLC | 9,347 | $693K | 0.2% | +2.8% | 0.105% | |
| 5/2/2025 | Trust Investment Advisors | 2,790 | $207K | 0.1% | N/A | 0.031% | |
| 5/2/2025 | Bogart Wealth LLC | 463 | $34K | 0.0% | N/A | 0.005% | |
| 5/1/2025 | CWM LLC | 5,170 | $384K | 0.0% | -8.9% | 0.058% | |
| 4/30/2025 | Black Diamond Financial LLC | 126,111 | $9.36M | 1.4% | +11.2% | 1.417% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 28,268 | $2.10M | 0.0% | -6.4% | 0.321% | |
| 4/29/2025 | HM Payson & Co. | 500 | $37K | 0.0% | -27.0% | 0.006% | |
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| 4/29/2025 | Courage Miller Partners LLC | 20,575 | $1.53M | 0.5% | -1.4% | 0.234% | |
| 4/28/2025 | Revisor Wealth Management LLC | 3,588 | $266K | 0.1% | +19.0% | 0.041% | |
| 4/28/2025 | Private Trust Co. NA | 713 | $53K | 0.0% | +130.0% | 0.008% | |
| 4/28/2025 | DAVENPORT & Co LLC | 29,411 | $2.18M | 0.0% | +11.2% | 0.334% | |
| 4/24/2025 | swisspartners Advisors Ltd | 108,110 | $8.02M | 7.5% | +3.5% | 1.229% | |
| 4/23/2025 | Western Wealth Management LLC | 2,800 | $208K | 0.0% | -13.0% | 0.032% | |
| 4/23/2025 | GHP Investment Advisors Inc. | 83,472 | $6.19M | 0.3% | -1.4% | 0.949% | |
| 4/22/2025 | Rodgers & Associates LTD | 94,180 | $6.99M | 0.9% | +10.2% | 1.070% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 6,703 | $497K | 0.0% | +8.4% | 0.076% | |
| 4/22/2025 | Madison Wealth Partners Inc | 7,894 | $586K | 0.1% | -6.0% | 0.090% | |
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