| 5/20/2025 | Belpointe Asset Management LLC | 34,040 | $1.38M | 0.1% | -4.2% | 0.332% | |
| 5/15/2025 | Royal Bank of Canada | 204,726 | $8.33M | 0.0% | -16.8% | 1.997% | |
| 5/15/2025 | Baird Financial Group Inc. | 284,524 | $11.57M | 0.0% | +3.6% | 2.776% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 275,582 | $11.21M | 0.0% | +5.2% | 2.689% | |
| 5/14/2025 | Kestra Advisory Services LLC | 40,282 | $1.64M | 0.0% | -5.1% | 0.393% | |
| 5/14/2025 | CW Advisors LLC | 135,308 | $5.50M | 0.1% | +1.4% | 1.320% | |
| 5/13/2025 | Raymond James Financial Inc. | 146,983 | $5.98M | 0.0% | +2.5% | 1.434% | |
| 5/12/2025 | Biltmore Family Office LLC | 134,615 | $5.48M | 0.9% | +2.9% | 1.313% | |
| 5/12/2025 | Benjamin Edwards Inc. | 48,644 | $1.98M | 0.0% | -20.2% | 0.475% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 15,916 | $647K | 0.0% | +39.5% | 0.155% | |
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| 5/8/2025 | Harbour Investments Inc. | 31,501 | $1.28M | 0.0% | +3.2% | 0.309% | |
| 5/8/2025 | Arkadios Wealth Advisors | 55,821 | $2.27M | 0.1% | +485.5% | 0.547% | |
| 5/7/2025 | LPL Financial LLC | 682,908 | $27.77M | 0.0% | +1.1% | 6.663% | |
| 5/6/2025 | Cetera Investment Advisers | 49,821 | $2.03M | 0.0% | +19.0% | 0.486% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 9,100 | $370K | 0.0% | +7.3% | 0.089% | |
| 5/6/2025 | Kovack Advisors Inc. | 10,192 | $414K | 0.0% | +58.2% | 0.099% | |
| 5/6/2025 | AE Wealth Management LLC | 3,179 | $129K | 0.0% | -12.3% | 0.031% | |
| 5/5/2025 | Sargent Investment Group LLC | 36,845 | $1.50M | 0.2% | -2.7% | 0.359% | |
| 5/5/2025 | Private Advisor Group LLC | 6,531 | $266K | 0.0% | +13.6% | 0.064% | |
| 5/2/2025 | Sigma Planning Corp | 13,548 | $551K | 0.0% | N/A | 0.132% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 38,755 | $1.58M | 0.4% | +8.2% | 0.378% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 7,708 | $313K | 0.0% | +36.2% | 0.075% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 13,655 | $555K | 0.0% | +27.7% | 0.133% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 149,854 | $6.10M | 0.0% | +7.1% | 1.462% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 10,947 | $445K | 0.0% | +41.5% | 0.107% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 7,904 | $326K | 0.0% | N/A | 0.077% | |
| 4/24/2025 | Kraft Davis & Associates LLC | 6,006 | $229K | 0.1% | -12.3% | 0.059% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 53,146 | $2.16M | 0.0% | -13.0% | 0.518% | |
| 4/21/2025 | Silverleafe Capital Partners LLC | 70,368 | $2.86M | 1.0% | N/A | 0.687% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 96,468 | $3.92M | 0.0% | +19.7% | 0.941% | |
| 4/17/2025 | Atlas Private Wealth Advisors | 31,912 | $1.30M | 0.2% | N/A | 0.311% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 7,766 | $316K | 0.0% | -19.2% | 0.076% | |
| 4/16/2025 | Twin Peaks Wealth Advisors LLC | 5,784 | $225K | 0.1% | +25.4% | 0.056% | |
| 4/15/2025 | Focus Financial Network Inc. | 14,966 | $609K | 0.0% | N/A | 0.146% | |
| 4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 932 | $38K | 0.0% | -26.3% | 0.009% | |
| 4/9/2025 | NBC Securities Inc. | 5,445 | $221K | 0.0% | +108,800.0% | 0.053% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 9,606 | $433K | 0.0% | -19.5% | 0.093% | |
| 3/10/2025 | Mattson Financial Services LLC | 16,770 | $734K | 0.2% | +47.4% | 0.162% | |
| 2/24/2025 | Ameriflex Group Inc. | 582 | $27K | 0.0% | N/A | 0.006% | |
| 2/17/2025 | Vivaldi Capital Management LP | 6,343 | $297K | 0.0% | +24.7% | 0.061% | |
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| 2/17/2025 | D. E. Shaw & Co. Inc. | 5,484 | $247K | 0.0% | -72.6% | 0.053% | |
| 2/17/2025 | EPG Wealth Management LLC | 48,118 | $2.17M | 0.6% | -2.7% | 0.465% | |
| 2/17/2025 | Baird Financial Group Inc. | 274,762 | $12.38M | 0.0% | +7.2% | 2.655% | |
| 2/17/2025 | Bank of America Corp DE | 234,917 | $10.58M | 0.0% | -5.7% | 2.270% | |
| 2/17/2025 | Benjamin Edwards Inc. | 60,946 | $2.75M | 0.0% | -11.8% | 0.589% | |
| 2/17/2025 | Ameriprise Financial Inc. | 152,070 | $6.85M | 0.0% | -2.9% | 1.469% | |
| 2/17/2025 | Accredited Wealth Management LLC | 3,345 | $151K | 0.1% | N/A | 0.032% | |
| 2/14/2025 | Comerica Bank | 859 | $39K | 0.0% | -28.9% | 0.008% | |
| 2/14/2025 | Stifel Financial Corp | 58,764 | $2.65M | 0.0% | -28.4% | 0.568% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 4,180 | $199K | 0.0% | -7.5% | 0.040% | |
| 2/13/2025 | NewEdge Advisors LLC | 23,360 | $1.05M | 0.0% | +2.5% | 0.226% | |
| 2/13/2025 | Mariner LLC | 126,603 | $5.70M | 0.0% | +6.0% | 1.223% | |
| 2/13/2025 | Kraft Davis & Associates LLC | 6,851 | $328K | 0.1% | N/A | 0.066% | |
| 2/13/2025 | Raymond James Financial Inc. | 143,467 | $6.46M | 0.0% | N/A | 1.386% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 139,979 | $6.31M | 0.0% | -1.5% | 1.352% | |
| 2/13/2025 | Wells Fargo & Company MN | 191,404 | $8.62M | 0.0% | -10.1% | 1.849% | |
| 2/12/2025 | Biltmore Family Office LLC | 130,798 | $5.89M | 1.0% | +7.5% | 1.264% | |
| 2/12/2025 | Level Four Advisory Services LLC | 6,752 | $304K | 0.0% | +7.3% | 0.065% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 8,140 | $367K | 0.0% | N/A | 0.079% | |
| 2/12/2025 | Cottage Street Advisors LLC | 5,087 | $229K | 0.1% | -11.4% | 0.049% | |
| 2/12/2025 | Morey & Quinn Wealth Partners LLC | 10,151 | $457K | 0.4% | N/A | 0.098% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 133,424 | $6.01M | 0.1% | +2.2% | 1.289% | |
| 2/11/2025 | LPL Financial LLC | 675,664 | $30.43M | 0.0% | -0.7% | 6.528% | |
| 2/10/2025 | Harbour Investments Inc. | 30,512 | $1.37M | 0.0% | +799.8% | 0.295% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 34,722 | $1.56M | 0.0% | -9.9% | 0.335% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 8,481 | $382K | 0.0% | -3.4% | 0.082% | |
| 2/6/2025 | Raymond James Financial Inc. | 143,467 | $6.46M | 0.0% | N/A | 1.386% | |
| 2/6/2025 | Atria Investments Inc | 32,157 | $1.45M | 0.0% | -11.0% | 0.311% | |
| 2/5/2025 | SRS Capital Advisors Inc. | 21,205 | $955K | 0.1% | +8.0% | 0.205% | |
| 2/5/2025 | Sherman Asset Management Inc. | 1,011 | $46K | 0.0% | N/A | 0.010% | |
| 2/5/2025 | Flaharty Asset Management LLC | 24,680 | $1.11M | 0.2% | -10.0% | 0.238% | |
| 2/5/2025 | Kovack Advisors Inc. | 6,442 | $290K | 0.0% | +8.2% | 0.062% | |
| 2/5/2025 | Whipplewood Advisors LLC | 2,260 | $102K | 0.1% | N/A | 0.022% | |
| 2/4/2025 | Twin Peaks Wealth Advisors LLC | 4,614 | $208K | 0.1% | N/A | 0.045% | |
| 2/3/2025 | First Horizon Advisors Inc. | 1,094 | $49K | 0.0% | N/A | 0.011% | |
| 2/3/2025 | Private Advisor Group LLC | 5,750 | $259K | 0.0% | +16.6% | 0.056% | |
| 1/31/2025 | Global Retirement Partners LLC | 553 | $25K | 0.0% | -45.0% | 0.005% | |
| 1/31/2025 | Truist Financial Corp | 150,840 | $6.79M | 0.0% | -2.4% | 1.457% | |
| 1/31/2025 | Sanctuary Advisors LLC | 4,307 | $204K | 0.0% | -7.1% | 0.042% | |
| 1/31/2025 | Spectrum Wealth Advisory Group LLC | 5,462 | $246K | 0.1% | -74.2% | 0.053% | |
| 1/29/2025 | Elevation Wealth Partners LLC | 1,095 | $49K | 0.0% | N/A | 0.011% | |
| 1/28/2025 | Slocum Gordon & Co LLP | 1,077 | $49K | 0.0% | -99.4% | 0.011% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 5,660 | $255K | 0.0% | -5.6% | 0.056% | |
| 1/27/2025 | Sargent Investment Group LLC | 37,870 | $1.67M | 0.3% | -8.1% | 0.373% | |
| 1/24/2025 | U.S. Capital Wealth Advisors LLC | 10,693 | $482K | 0.0% | N/A | 0.105% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 7,734 | $348K | 0.0% | +12.8% | 0.076% | |
| 1/23/2025 | Gateway Wealth Partners LLC | 35,819 | $1.61M | 0.4% | -6.6% | 0.353% | |
| 1/21/2025 | Gradient Investments LLC | 126,128 | $5.68M | 0.1% | +43.4% | 1.255% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 80,598 | $3.63M | 0.0% | +6.9% | 0.802% | |
| 1/15/2025 | Arkadios Wealth Advisors | 9,534 | $429K | 0.0% | +44.6% | 0.096% | |
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| 1/14/2025 | Brendel Financial Advisors LLC | 14,514 | $654K | 0.4% | N/A | 0.146% | |
| 1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,265 | $57K | 0.0% | +126.7% | 0.013% | |
| 1/8/2025 | International Assets Investment Management LLC | 12,518 | $563K | 0.0% | N/A | 0.127% | |
| 11/25/2024 | Sanctuary Advisors LLC | 4,638 | $217K | 0.0% | -6.0% | 0.047% | |
| 11/15/2024 | MML Investors Services LLC | 17,352 | $760K | 0.0% | +22.4% | 0.174% | |
| 11/15/2024 | Jane Street Group LLC | 101,878 | $4.46M | 0.0% | -18.7% | 1.024% | |
| 11/15/2024 | Stifel Financial Corp | 82,080 | $3.59M | 0.0% | -9.6% | 0.825% | |
| 11/15/2024 | Benjamin Edwards Inc. | 69,125 | $3.03M | 0.0% | N/A | 0.695% | |
| 11/14/2024 | Plotkin Financial Advisors LLC | 9,424 | $413K | 0.2% | N/A | 0.095% | |
| 11/14/2024 | Flow Traders U.S. LLC | 94,677 | $4.15M | 0.2% | N/A | 0.952% | |
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