| 8/19/2025 | Newbridge Financial Services Group Inc. | 2,536 | $40K | 0.0% | -45.0% | 0.009% | |
| 8/18/2025 | Second Line Capital LLC | 17,898 | $283K | 0.1% | -7.3% | 0.063% | |
| 8/15/2025 | Freedom Financial Partners LLC | 33,832 | $535K | 0.2% | -3.9% | 0.120% | |
| 8/15/2025 | Bank of America Corp DE | 530,942 | $8.39M | 0.0% | -2.2% | 1.883% | |
| 8/15/2025 | Ameriprise Financial Inc. | 1,538,244 | $24.35M | 0.0% | +147.0% | 5.455% | |
| 8/14/2025 | Raymond James Financial Inc. | 280,114 | $4.43M | 0.0% | -0.5% | 0.993% | |
| 8/13/2025 | Rockport Wealth LLC | 234,411 | $3.71M | 0.9% | +4.0% | 0.831% | |
| 8/13/2025 | StoneX Group Inc. | 11,993 | $190K | 0.0% | -32.2% | 0.043% | |
| 8/13/2025 | Baird Financial Group Inc. | 14,134 | $223K | 0.0% | +17.8% | 0.050% | |
| 8/12/2025 | Jaffetilchin Investment Partners LLC | 41,925 | $663K | 0.0% | -2.6% | 0.149% | |
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| 8/8/2025 | Rockefeller Capital Management L.P. | 151,455 | $2.40M | 0.0% | +29.4% | 0.537% | |
| 8/8/2025 | Cetera Investment Advisers | 269,657 | $4.26M | 0.0% | +5.7% | 0.956% | |
| 8/8/2025 | Flaharty Asset Management LLC | 1,611,174 | $25.47M | 5.2% | +2.5% | 5.713% | |
| 8/6/2025 | Prospera Financial Services Inc | 15,508 | $245K | 0.0% | N/A | 0.055% | |
| 8/5/2025 | Sigma Planning Corp | 50,786 | $803K | 0.0% | -31.0% | 0.180% | |
| 8/4/2025 | Arbor Capital Management Inc. ADV | 16,008 | $255K | 0.2% | +18.4% | 0.057% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 45,202 | $715K | 0.0% | -24.1% | 0.160% | |
| 7/29/2025 | International Assets Investment Management LLC | 47,205 | $746K | 0.0% | +102.8% | 0.167% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 22,233 | $352K | 0.0% | +45.6% | 0.079% | |
| 7/28/2025 | Harbour Investments Inc. | 360,401 | $5.70M | 0.1% | +13.0% | 1.278% | |
| 7/25/2025 | Endowment Wealth Management Inc. | 38,716 | $612K | 0.3% | +10.6% | 0.137% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 56,800 | $898K | 0.3% | N/A | 0.201% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 38,941 | $616K | 0.0% | +19.5% | 0.138% | |
| 7/24/2025 | IFP Advisors Inc | 20,669 | $327K | 0.0% | -5.3% | 0.073% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 22,208 | $351K | 0.0% | -3.2% | 0.079% | |
| 7/18/2025 | Truist Financial Corp | 23,300 | $368K | 0.0% | -21.4% | 0.083% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 51,001 | $806K | 0.0% | -13.0% | 0.181% | |
| 7/11/2025 | Farther Finance Advisors LLC | 15,522 | $245K | 0.0% | -8.0% | 0.055% | |
| 7/3/2025 | TrueWealth Advisors LLC | 53,350 | $843K | 0.2% | -21.0% | 0.188% | |
| 5/20/2025 | Flaharty Asset Management LLC | 1,571,532 | $25.70M | 3.7% | +6.9% | 5.504% | |
| 5/16/2025 | Jones Financial Companies Lllp | 688,084 | $11.25M | 0.0% | +1,699.9% | 2.410% | |
| 5/16/2025 | Rockport Wealth LLC | 225,493 | $3.69M | 1.3% | +141.2% | 0.790% | |
| 5/15/2025 | Royal Bank of Canada | 330,822 | $5.41M | 0.0% | +4.3% | 1.159% | |
| 5/15/2025 | MAI Capital Management | 6,286 | $103K | 0.0% | -10.2% | 0.022% | |
| 5/15/2025 | Baird Financial Group Inc. | 12,000 | $196K | 0.0% | -10.1% | 0.042% | |
| 5/14/2025 | Comerica Bank | 11,394 | $186K | 0.0% | -34.9% | 0.040% | |
| 5/14/2025 | Kestra Advisory Services LLC | 123,673 | $2.02M | 0.0% | -3.9% | 0.433% | |
| 5/13/2025 | Raymond James Financial Inc. | 281,492 | $4.60M | 0.0% | -7.3% | 0.986% | |
| 5/13/2025 | HighTower Advisors LLC | 36,149 | $591K | 0.0% | +2.4% | 0.127% | |
| 5/13/2025 | Elevation Capital Advisory LLC | 193,227 | $3.16M | 1.4% | N/A | 0.677% | |
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| 5/9/2025 | Endowment Wealth Management Inc. | 34,997 | $572K | 0.4% | +5.3% | 0.123% | |
| 5/8/2025 | IFG Advisory LLC | 10,172 | $166K | 0.0% | N/A | 0.036% | |
| 5/8/2025 | Harbour Investments Inc. | 318,997 | $5.22M | 0.1% | +4.1% | 1.117% | |
| 5/7/2025 | LPL Financial LLC | 1,188,126 | $19.43M | 0.0% | +9.3% | 4.162% | |
| 5/6/2025 | Cetera Investment Advisers | 255,021 | $4.17M | 0.0% | +14.3% | 0.893% | |
| 5/5/2025 | Private Advisor Group LLC | 56,306 | $921K | 0.0% | +1.2% | 0.197% | |
| 5/2/2025 | Larson Financial Group LLC | 37,335 | $611K | 0.0% | -11.8% | 0.135% | |
| 5/2/2025 | Sigma Planning Corp | 73,645 | $1.20M | 0.0% | +3.0% | 0.267% | |
| 5/1/2025 | Realta Investment Advisors | 2,425 | $40K | 0.0% | N/A | 0.009% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 10,267 | $168K | 0.0% | N/A | 0.037% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 15,268 | $250K | 0.0% | -10.3% | 0.055% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 59,555 | $974K | 0.0% | +195.3% | 0.216% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 32,598 | $533K | 0.0% | N/A | 0.118% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 218,529 | $3.57M | 0.3% | -4.8% | 0.792% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 22,940 | $371K | 0.0% | -54.8% | 0.083% | |
| 4/24/2025 | Elevated Capital Advisors LLC | 72,300 | $1.18M | 0.3% | -8.3% | 0.262% | |
| 4/24/2025 | Kraft Davis & Associates LLC | 10,420 | $163K | 0.1% | -16.3% | 0.038% | |
| 4/23/2025 | Cottonwood Capital Advisors LLC | 66,602 | $1.09M | 0.8% | -4.0% | 0.241% | |
| 4/23/2025 | International Assets Investment Management LLC | 23,278 | $381K | 0.0% | +29.8% | 0.084% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 173,028 | $2.83M | 0.0% | +3.7% | 0.627% | |
| 4/22/2025 | Cherry Creek Investment Advisors Inc. | 27,714 | $453K | 0.2% | N/A | 0.100% | |
| 4/21/2025 | ORG Partners LLC | 5,000 | $82K | 0.0% | -54.5% | 0.018% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 58,625 | $959K | 0.0% | -61.8% | 0.212% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 19,689 | $322K | 0.0% | -6.1% | 0.071% | |
| 4/14/2025 | Farther Finance Advisors LLC | 16,877 | $277K | 0.0% | +56.4% | 0.061% | |
| 4/10/2025 | TrueWealth Advisors LLC | 67,542 | $1.10M | 0.4% | -5.6% | 0.245% | |
| 4/9/2025 | NBC Securities Inc. | 2,438 | $39K | 0.0% | +121,800.0% | 0.009% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 20,959 | $338K | 0.0% | -46.2% | 0.076% | |
| 2/17/2025 | Second Line Capital LLC | 19,305 | $312K | 0.1% | +38.3% | 0.072% | |
| 2/17/2025 | Cetera Investment Advisers | 223,091 | $3.60M | 0.0% | +7.6% | 0.832% | |
| 2/17/2025 | Citadel Advisors LLC | 17,062 | $276K | 0.0% | -47.1% | 0.064% | |
| 2/17/2025 | Bank of America Corp DE | 543,339 | $8.78M | 0.0% | +0.9% | 2.027% | |
| 2/17/2025 | Ameriprise Financial Inc. | 609,196 | $9.84M | 0.0% | +25.4% | 2.273% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 21,877 | $353K | 0.0% | +32.4% | 0.082% | |
| 2/14/2025 | Harvest Investment Services LLC | 101,059 | $1.63M | 0.4% | -11.4% | 0.377% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 44,338 | $716K | 0.0% | -19.6% | 0.165% | |
| 2/13/2025 | Jaffetilchin Investment Partners LLC | 43,295 | $699K | 0.1% | -26.4% | 0.162% | |
| 2/13/2025 | Bessemer Group Inc. | 9,140 | $148K | 0.0% | N/A | 0.034% | |
| 2/13/2025 | Raymond James Financial Inc. | 303,686 | $4.91M | 0.0% | N/A | 1.133% | |
| 2/13/2025 | Advisory Services Network LLC | 10,546 | $170K | 0.0% | N/A | 0.039% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 20,171 | $326K | 0.0% | +8.8% | 0.075% | |
| 2/13/2025 | Wells Fargo & Company MN | 366,410 | $5.92M | 0.0% | +4.3% | 1.367% | |
| 2/12/2025 | StoneX Group Inc. | 18,747 | $303K | 0.0% | -69.9% | 0.070% | |
| 2/11/2025 | LPL Financial LLC | 1,086,964 | $17.55M | 0.0% | +11.8% | 4.056% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 45,947 | $742K | 0.0% | -16.9% | 0.171% | |
| 2/10/2025 | Arbor Capital Management Inc. ADV | 13,029 | $214K | 0.2% | +14.1% | 0.049% | |
| 2/10/2025 | Rockport Wealth LLC | 93,481 | $1.52M | 0.7% | +16.8% | 0.349% | |
| 2/10/2025 | Harbour Investments Inc. | 306,503 | $4.95M | 0.1% | +5.7% | 1.144% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 686,444 | $11.09M | 0.0% | +11.9% | 2.561% | |
| 2/10/2025 | Farther Finance Advisors LLC | 10,794 | $174K | 0.0% | -25.9% | 0.040% | |
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| 2/7/2025 | Endowment Wealth Management Inc. | 33,245 | $537K | 0.4% | +7.7% | 0.124% | |
| 2/7/2025 | Independent Advisor Alliance | 36,764 | $594K | 0.0% | N/A | 0.137% | |
| 2/6/2025 | Raymond James Financial Inc. | 303,686 | $4.91M | 0.0% | N/A | 1.133% | |
| 2/6/2025 | Jones Financial Companies Lllp | 38,229 | $617K | 0.0% | +41.6% | 0.143% | |
| 2/5/2025 | Flaharty Asset Management LLC | 1,470,106 | $23.74M | 3.5% | +6.6% | 5.485% | |
| 2/4/2025 | IFP Advisors Inc | 21,819 | $352K | 0.0% | -14.5% | 0.081% | |
| 2/3/2025 | Sigma Planning Corp | 71,478 | $1.15M | 0.0% | +2.2% | 0.267% | |
| 2/3/2025 | Private Advisor Group LLC | 55,639 | $899K | 0.0% | -1.9% | 0.208% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 26,363 | $426K | 0.0% | -44.5% | 0.098% | |
| 1/28/2025 | Newbridge Financial Services Group Inc. | 4,562 | $74K | 0.0% | +36.8% | 0.017% | |
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