| 4/30/2025 | TradeWell Securities LLC. | 22,938 | $1.17M | 0.6% | +20.6% | 0.138% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 14,726 | $752K | 0.0% | -2.0% | 0.089% | |
| 4/28/2025 | Able Wealth Management LLC | 6,695 | $342K | 0.2% | N/A | 0.040% | |
| 4/24/2025 | Crescent Grove Advisors LLC | 455,291 | $23.37M | 2.4% | +75.7% | 2.753% | |
| 4/22/2025 | Diversified Portfolios Inc. | 14,608 | $746K | 0.1% | N/A | 0.088% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 15,505 | $792K | 0.0% | N/A | 0.094% | |
| 4/22/2025 | XY Planning Network Inc. | 27,044 | $1.38M | 0.9% | N/A | 0.164% | |
| 4/21/2025 | Riverwater Partners LLC | 4,928 | $252K | 0.1% | +6.9% | 0.030% | |
| 4/21/2025 | Steel Grove Capital Advisors LLC | 61,580 | $3.15M | 0.5% | N/A | 0.373% | |
| 4/17/2025 | Precision Wealth Strategies LLC | 57,361 | $2.93M | 2.2% | -3.5% | 0.349% | |
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| 4/17/2025 | Janney Montgomery Scott LLC | 195,604 | $9.99M | 0.0% | +13.0% | 1.191% | |
| 4/17/2025 | Tcfg Wealth Management LLC | 116,676 | $5.96M | 3.0% | -3.8% | 0.711% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 8,079,980 | $412.81M | 0.8% | +10.7% | 49.208% | |
| 4/16/2025 | NorthCrest Asset Manangement LLC | 44,622 | $2.28M | 0.1% | +167.9% | 0.272% | |
| 4/15/2025 | Parsons Capital Management Inc. RI | 66,937 | $3.42M | 0.2% | N/A | 0.408% | |
| 4/15/2025 | Requisite Capital Management LLC | 292,491 | $15.02M | 3.4% | +31.9% | 1.781% | |
| 4/14/2025 | Midland Wealth Advisors LLC | 140,406 | $7.17M | 0.4% | +8.9% | 0.855% | |
| 4/14/2025 | Sentinel Pension Advisors LLC | 10,200 | $521K | 0.1% | -46.6% | 0.062% | |
| 4/10/2025 | Richard P Slaughter Associates Inc | 694,431 | $35.48M | 8.3% | -7.2% | 4.335% | |
| 4/9/2025 | RFG Advisory LLC | 14,273 | $729K | 0.0% | +89.4% | 0.089% | |
| 4/9/2025 | Worth Asset Management LLC | 5,367 | $274K | 0.1% | -72.4% | 0.034% | |
| 4/9/2025 | Mechanics Bank Trust Department | 60,078 | $3.07M | 0.4% | +1.1% | 0.375% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 7,300,696 | $372.81M | 0.7% | +13.2% | 51.233% | |
| 3/17/2025 | NorthCrest Asset Manangement LLC | 16,659 | $851K | 0.0% | +117.5% | 0.117% | |
| 2/18/2025 | Vise Technologies Inc. | 5,478 | $280K | 0.0% | N/A | 0.038% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 6,810 | $350K | 0.0% | N/A | 0.048% | |
| 2/17/2025 | Focus Partners Wealth | 1,096,533 | $55.99M | 0.1% | +4.4% | 7.695% | |
| 2/17/2025 | Citadel Advisors LLC | 15,250 | $779K | 0.0% | -82.9% | 0.107% | |
| 2/17/2025 | Benjamin Edwards Inc. | 55,490 | $2.83M | 0.0% | +0.5% | 0.389% | |
| 2/14/2025 | Stifel Financial Corp | 131,151 | $6.70M | 0.0% | +10.2% | 0.920% | |
| 2/13/2025 | NewEdge Advisors LLC | 8,544 | $436K | 0.0% | -2.8% | 0.060% | |
| 2/13/2025 | Heritage Trust Co | 133,444 | $6.81M | 0.8% | N/A | 0.936% | |
| 2/13/2025 | Raymond James Financial Inc. | 4,545 | $232K | 0.0% | N/A | 0.032% | |
| 2/13/2025 | Wells Fargo & Company MN | 142,514 | $7.28M | 0.0% | +839.1% | 1.000% | |
| 2/13/2025 | Islay Capital Management LLC | 38,487 | $1.97M | 1.4% | -4.8% | 0.270% | |
| 2/13/2025 | Riverwater Partners LLC | 4,609 | $235K | 0.1% | N/A | 0.032% | |
| 2/12/2025 | OLD Mission Capital LLC | 25,911 | $1.32M | 0.0% | N/A | 0.182% | |
| 2/12/2025 | Transamerica Financial Advisors Inc. | 52,689 | $2.69M | 0.3% | -3.7% | 0.370% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 368,385 | $18.81M | 0.3% | +43.2% | 2.585% | |
| 2/11/2025 | LPL Financial LLC | 69,086 | $3.53M | 0.0% | -11.7% | 0.485% | |
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| 2/10/2025 | Commonwealth Equity Services LLC | 44,504 | $2.27M | 0.0% | +34.6% | 0.312% | |
| 2/7/2025 | Sage Mountain Advisors LLC | 67,645 | $3.45M | 0.3% | +14.8% | 0.475% | |
| 2/7/2025 | Midland Wealth Advisors LLC | 128,977 | $6.59M | 0.4% | +61.0% | 0.905% | |
| 2/6/2025 | Raymond James Financial Inc. | 4,545 | $232K | 0.0% | N/A | 0.032% | |
| 2/5/2025 | US Bancorp DE | 19,500 | $996K | 0.0% | N/A | 0.137% | |
| 2/4/2025 | Wealthspire Advisors LLC | 20,037 | $1.02M | 0.0% | N/A | 0.141% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 15,026 | $767K | 0.0% | +49.1% | 0.105% | |
| 1/30/2025 | Tcfg Wealth Management LLC | 121,284 | $6.19M | 3.1% | +5.0% | 0.854% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 159,261 | $8.13M | 0.1% | +2.8% | 1.124% | |
| 1/27/2025 | Country Club Bank | 53,344 | $2.74M | 0.2% | N/A | 0.376% | |
| 1/24/2025 | Precision Wealth Strategies LLC | 59,465 | $3.04M | 2.4% | +44.2% | 0.422% | |
| 1/23/2025 | Lewis Asset Management LLC | 43,580 | $2.23M | 1.7% | -2.2% | 0.309% | |
| 1/21/2025 | Requisite Capital Management LLC | 221,693 | $11.38M | 2.3% | +43.4% | 1.572% | |
| 1/21/2025 | Crescent Grove Advisors LLC | 259,067 | $13.30M | 1.3% | +542.8% | 1.837% | |
| 1/21/2025 | RFG Advisory LLC | 7,535 | $385K | 0.0% | N/A | 0.053% | |
| 1/17/2025 | Secure Asset Management LLC | 19,028 | $972K | 0.1% | +14.5% | 0.137% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 173,109 | $8.84M | 0.0% | +16.0% | 1.245% | |
| 1/16/2025 | Mechanics Bank Trust Department | 59,430 | $3.04M | 0.4% | -1.2% | 0.428% | |
| 1/14/2025 | Richard P Slaughter Associates Inc | 748,475 | $38.22M | 8.6% | +11.6% | 5.400% | |
| 1/13/2025 | Sentinel Pension Advisors Inc. | 19,119 | $976K | 0.2% | +30.2% | 0.138% | |
| 1/10/2025 | Wealth Enhancement Advisory Services LLC | 6,450,558 | $330.08M | 0.7% | +0.0% | 46.541% | |
| 1/8/2025 | Worth Asset Management LLC | 19,473 | $994K | 0.5% | +59.8% | 0.140% | |
| 11/15/2024 | Jane Street Group LLC | 36,466 | $1.87M | 0.0% | +452.3% | 0.457% | |
| 11/15/2024 | Stifel Financial Corp | 119,010 | $6.09M | 0.0% | -3.8% | 1.491% | |
| 11/15/2024 | Benjamin Edwards Inc. | 55,207 | $2.83M | 0.0% | +2,943.4% | 0.692% | |
| 11/14/2024 | Flow Traders U.S. LLC | 58,077 | $2.97M | 0.2% | +1,219.6% | 0.728% | |
| 11/13/2024 | Transamerica Financial Advisors Inc. | 54,702 | $2.80M | 0.3% | +0.4% | 0.685% | |
| 11/7/2024 | Tidemark LLC | 1,000 | $51K | 0.0% | N/A | 0.013% | |
| 11/7/2024 | Islay Capital Management LLC | 40,413 | $2.07M | 1.4% | +23.5% | 0.506% | |
| 11/1/2024 | Assetmark Inc. | 491 | $25K | 0.0% | N/A | 0.006% | |
| 11/1/2024 | Lewis Asset Management LLC | 44,551 | $2.28M | 1.7% | +1.1% | 0.558% | |
| 10/30/2024 | Crescent Grove Advisors LLC | 40,304 | $2.07M | 0.2% | +70.4% | 0.505% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 149,252 | $7.64M | 0.0% | +61.4% | 1.870% | |
| 10/29/2024 | Farther Finance Advisors LLC | 1,412 | $72K | 0.0% | N/A | 0.018% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 6,448,518 | $329.97M | 0.7% | +24.0% | 80.808% | |
| 10/24/2024 | NorthCrest Asset Manangement LLC | 7,658 | $392K | 0.0% | +76.9% | 0.096% | |
| 10/21/2024 | Precision Wealth Strategies LLC | 41,245 | $2.11M | 2.0% | -7.3% | 0.517% | |
| 10/16/2024 | Secure Asset Management LLC | 16,612 | $850K | 0.1% | -59.5% | 0.208% | |
| 10/16/2024 | Sentinel Pension Advisors Inc. | 14,684 | $751K | 0.1% | -52.6% | 0.184% | |
| 10/10/2024 | Mechanics Bank Trust Department | 60,150 | $3.08M | 0.4% | +5.3% | 0.754% | |
| 10/10/2024 | Requisite Capital Management LLC | 154,575 | $7.95M | 1.7% | +7.7% | 1.937% | |
| 10/9/2024 | Worth Asset Management LLC | 12,189 | $624K | 0.3% | N/A | 0.153% | |
| 10/7/2024 | Richard P Slaughter Associates Inc | 670,927 | $34.33M | 8.0% | +12,338.4% | 8.408% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 45,526 | $2.32M | 0.0% | -17.5% | 0.571% | |
| 8/2/2024 | Midland Wealth Advisors LLC | 72,823 | $3.71M | 0.2% | +1,477.6% | 0.913% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 21,915 | $1.12M | 0.0% | +40.6% | 0.275% | |
| 7/24/2024 | Secure Asset Management LLC | 41,003 | $2.09M | 0.4% | +39.7% | 0.514% | |
| 7/23/2024 | Crescent Grove Advisors LLC | 23,657 | $1.21M | 0.1% | +267.9% | 0.296% | |
| 7/16/2024 | NorthCrest Asset Manangement LLC | 4,330 | $220K | 0.0% | N/A | 0.054% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 5,198,776 | $264.57M | 0.6% | +8.9% | 65.148% | |
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| 7/13/2024 | Mechanics Bank Trust Department | 57,100 | $2.91M | 0.4% | -4.8% | 0.716% | |
| 5/14/2024 | Sentinel Pension Advisors Inc. | 12,023 | $612K | 0.1% | -66.1% | 0.151% | |
| 5/8/2024 | Camarda Financial Advisors LLC | 104,821 | $5.33M | 2.2% | +46.2% | 1.314% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 9,896 | $503K | 0.0% | -5.7% | 0.124% | |
| 5/2/2024 | Lewis Asset Management LLC | 43,267 | $2.20M | 1.8% | +3.8% | 0.542% | |
| 5/1/2024 | Precision Wealth Strategies LLC | 54,705 | $2.78M | 2.6% | N/A | 0.686% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 15,591 | $793K | 0.0% | +2.5% | 0.195% | |
| 4/29/2024 | Benjamin Edwards Inc. | 1,905 | $97K | 0.0% | +28.5% | 0.024% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 55,210 | $2.81M | 0.1% | -8.1% | 0.692% | |
| 4/29/2024 | Crescent Grove Advisors LLC | 6,431 | $329K | 0.0% | -20.0% | 0.084% | |
