| 8/27/2025 | Orion Porfolio Solutions LLC | 8,352 | $403K | 0.0% | -16.7% | 0.078% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 8,352 | $403K | 0.0% | -16.7% | 0.078% | |
| 8/15/2025 | MML Investors Services LLC | 44,356 | $2.14M | 0.0% | +30.8% | 0.416% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 4,979 | $240K | 0.0% | N/A | 0.047% | |
| 8/15/2025 | Benjamin Edwards Inc. | 72,523 | $3.50M | 0.0% | +49.1% | 0.681% | |
| 8/15/2025 | Bank of America Corp DE | 246,698 | $11.92M | 0.0% | -3.5% | 2.316% | |
| 8/15/2025 | Ameriprise Financial Inc. | 172,829 | $8.35M | 0.0% | +4.1% | 1.623% | |
| 8/14/2025 | Raymond James Financial Inc. | 151,064 | $7.30M | 0.0% | +2.8% | 1.418% | |
| 8/14/2025 | Vivaldi Capital Management LP | 9,854 | $476K | 0.1% | -2.2% | 0.093% | |
| 8/14/2025 | NewEdge Advisors LLC | 20,637 | $997K | 0.0% | -9.5% | 0.194% | |
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| 8/13/2025 | StoneX Group Inc. | 4,398 | $212K | 0.0% | -78.5% | 0.041% | |
| 8/13/2025 | Proactive Wealth Strategies LLC | 5,533 | $267K | 0.1% | -9.9% | 0.052% | |
| 8/13/2025 | Gateway Wealth Partners LLC | 41,843 | $2.02M | 0.4% | +8.0% | 0.393% | |
| 8/13/2025 | Baird Financial Group Inc. | 242,955 | $11.74M | 0.0% | -14.6% | 2.281% | |
| 8/13/2025 | CW Advisors LLC | 133,034 | $6.43M | 0.1% | -1.7% | 1.249% | |
| 8/13/2025 | Twin Peaks Wealth Advisors LLC | 7,990 | $400K | 0.1% | +38.1% | 0.075% | |
| 8/13/2025 | Level Four Advisory Services LLC | 8,223 | $397K | 0.0% | -4.5% | 0.077% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 255,055 | $12.32M | 0.0% | -7.4% | 2.395% | |
| 8/13/2025 | Choreo LLC | 5,907 | $285K | 0.0% | N/A | 0.055% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 2,805 | $135K | 0.0% | -10.7% | 0.026% | |
| 8/8/2025 | Cetera Investment Advisers | 57,577 | $2.78M | 0.0% | +15.6% | 0.541% | |
| 8/8/2025 | New England Capital Financial Advisors LLC | 977 | $47K | 0.0% | +31.0% | 0.009% | |
| 8/8/2025 | Advyzon Investment Management LLC | 5,337 | $258K | 0.1% | N/A | 0.050% | |
| 8/6/2025 | Prospera Financial Services Inc | 4,326 | $209K | 0.0% | N/A | 0.041% | |
| 8/6/2025 | AE Wealth Management LLC | 2,833 | $137K | 0.0% | -10.9% | 0.027% | |
| 8/5/2025 | Sigma Planning Corp | 14,237 | $688K | 0.0% | +5.1% | 0.134% | |
| 8/5/2025 | EPG Wealth Management LLC | 8,915 | $431K | 0.1% | -82.1% | 0.084% | |
| 8/5/2025 | Atlas Private Wealth Advisors | 61,584 | $2.98M | 0.4% | +93.0% | 0.578% | |
| 8/4/2025 | Cottage Street Advisors LLC | 4,796 | $232K | 0.1% | N/A | 0.045% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 1,329 | $64K | 0.0% | -16.9% | 0.012% | |
| 8/4/2025 | IFG Advisory LLC | 4,451 | $215K | 0.0% | -12.5% | 0.042% | |
| 8/4/2025 | Atria Investments Inc | 34,819 | $1.68M | 0.0% | -3.6% | 0.327% | |
| 8/4/2025 | Arkadios Wealth Advisors | 15,746 | $761K | 0.0% | -71.8% | 0.148% | |
| 8/1/2025 | Biltmore Family Office LLC | 145,581 | $7.03M | 1.2% | +8.1% | 1.367% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 168,668 | $8.15M | 0.0% | +12.6% | 1.584% | |
| 7/30/2025 | Brookstone Capital Management | 5,652 | $273K | 0.0% | N/A | 0.054% | |
| 7/30/2025 | D.A. Davidson & CO. | 4,312 | $208K | 0.0% | N/A | 0.041% | |
| 7/29/2025 | International Assets Investment Management LLC | 12,366 | $597K | 0.0% | -1.8% | 0.118% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 8,085 | $391K | 0.0% | +4.9% | 0.077% | |
| 7/28/2025 | Harbour Investments Inc. | 37,754 | $1.82M | 0.0% | +19.9% | 0.360% | |
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| 7/25/2025 | Atria Wealth Solutions Inc. | 21,454 | $1.04M | 0.0% | +34.8% | 0.204% | |
| 7/25/2025 | Apollon Financial LLC | 10,986 | $531K | 0.1% | +25.3% | 0.105% | |
| 7/24/2025 | IFP Advisors Inc | 1,551 | $75K | 0.0% | +104.9% | 0.015% | |
| 7/23/2025 | Morey & Quinn Wealth Partners LLC | 9,491 | $458K | 0.4% | -6.3% | 0.090% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 600 | $29K | 0.0% | N/A | 0.006% | |
| 7/18/2025 | Truist Financial Corp | 186,667 | $9.02M | 0.0% | +17.7% | 1.778% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 95,818 | $4.63M | 0.0% | -0.7% | 0.913% | |
| 7/15/2025 | EWG Elevate Inc. | 7,631 | $369K | 0.1% | N/A | 0.074% | |
| 7/14/2025 | KFG Wealth Management LLC | 7,322 | $354K | 0.1% | +3.5% | 0.071% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 14,983 | $724K | 0.0% | +9.7% | 0.145% | |
| 7/14/2025 | Park Avenue Securities LLC | 4,735 | $229K | 0.0% | N/A | 0.046% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 8,519 | $411K | 0.0% | +7.8% | 0.082% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 4,162 | $205K | 0.0% | -46.4% | 0.040% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,202 | $58K | 0.0% | +29.0% | 0.012% | |
| 7/7/2025 | Peterson Wealth Advisors LLC | 4,867 | $235K | 0.0% | N/A | 0.047% | |
| 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% | |
| 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% | |
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| 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% | |
| 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% | |
