| 5/21/2025 | Main Line Retirement Advisors LLC | 520,663 | $14.12M | 9.2% | +2.5% | 4.567% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 1,127 | $31K | 0.0% | N/A | 0.010% | |
| 5/19/2025 | Jane Street Group LLC | 71,702 | $1.94M | 0.0% | +742.1% | 0.629% | |
| 5/16/2025 | Jones Financial Companies Lllp | 1,748,854 | $47.42M | 0.0% | N/A | 15.341% | |
| 5/16/2025 | NewEdge Advisors LLC | 1,560 | $42K | 0.0% | N/A | 0.014% | |
| 5/15/2025 | Royal Bank of Canada | 10,623 | $288K | 0.0% | +1,424.1% | 0.093% | |
| 5/15/2025 | Baird Financial Group Inc. | 135,529 | $3.68M | 0.0% | +1,255.3% | 1.189% | |
| 5/15/2025 | OLD Mission Capital LLC | 101,610 | $2.76M | 0.0% | +183.7% | 0.891% | |
| 5/14/2025 | Envision Financial Planning LLC | 83,098 | $2.25M | 1.1% | +45.5% | 0.729% | |
| 5/14/2025 | CWS Financial Advisors LLC | 41,866 | $1.14M | 0.4% | +179.4% | 0.367% | |
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| 5/13/2025 | Raymond James Financial Inc. | 836,523 | $22.68M | 0.0% | +6.0% | 7.338% | |
| 5/12/2025 | Virtu Financial LLC | 81,224 | $2.20M | 0.1% | N/A | 0.712% | |
| 5/12/2025 | Benjamin Edwards Inc. | 12,290 | $333K | 0.0% | N/A | 0.108% | |
| 5/12/2025 | Evernest Financial Advisors LLC | 128,794 | $3.49M | 1.3% | +29.7% | 1.130% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 238,165 | $6.48M | 0.1% | +912.7% | 2.089% | |
| 5/8/2025 | Harbour Investments Inc. | 18,884 | $512K | 0.0% | +70.1% | 0.166% | |
| 5/8/2025 | Marshall Investment Management LLC | 141,042 | $3.82M | 2.4% | N/A | 1.237% | |
| 5/7/2025 | Financial Management Network Inc. | 69,838 | $1.72M | 0.4% | +132.8% | 0.613% | |
| 5/7/2025 | LPL Financial LLC | 386,835 | $10.49M | 0.0% | +299.6% | 3.393% | |
| 5/6/2025 | Cetera Investment Advisers | 155,245 | $4.21M | 0.0% | +1,287.7% | 1.362% | |
| 5/5/2025 | IFP Advisors Inc | 924 | $25K | 0.0% | N/A | 0.008% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 7,785 | $211K | 0.0% | -66.6% | 0.068% | |
| 5/5/2025 | Private Advisor Group LLC | 41,855 | $1.14M | 0.0% | N/A | 0.367% | |
| 5/2/2025 | Midwest Heritage Bank FSB | 116,816 | $3.17M | 1.3% | +115.3% | 1.025% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 11,094 | $301K | 0.0% | N/A | 0.097% | |
| 5/1/2025 | A&I Financial Services LLC | 11,813 | $320K | 0.2% | +31.4% | 0.116% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 12,741 | $345K | 0.0% | N/A | 0.125% | |
| 4/30/2025 | Synergy Investment Management LLC | 18,850 | $511K | 0.2% | +423.6% | 0.184% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 342,520 | $9.29M | 0.0% | +1,630.9% | 3.351% | |
| 4/29/2025 | World Investment Advisors | 26,943 | $731K | 0.0% | +35.5% | 0.264% | |
| 4/28/2025 | D.A. Davidson & CO. | 11,535 | $313K | 0.0% | +11.9% | 0.113% | |
| 4/28/2025 | Lodestone Wealth Management LLC | 9,682 | $263K | 0.1% | N/A | 0.095% | |
| 4/28/2025 | Private Trust Co. NA | 1,908 | $52K | 0.0% | N/A | 0.019% | |
| 4/24/2025 | Confluence Wealth Services Inc. | 14,317 | $370K | 0.0% | N/A | 0.140% | |
| 4/24/2025 | Sunbelt Securities Inc. | 1,000 | $27K | 0.0% | N/A | 0.010% | |
| 4/23/2025 | Valmark Advisers Inc. | 17,567 | $476K | 0.0% | N/A | 0.172% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 102,973 | $2.79M | 0.0% | +191.7% | 1.008% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 33,284 | $902K | 0.0% | +52.9% | 0.326% | |
| 4/11/2025 | Pines Wealth Management LLC | 55,640 | $1.51M | 0.6% | +2.3% | 0.544% | |
| 4/10/2025 | CGN Advisors LLC | 30,003 | $814K | 0.1% | +3.8% | 0.294% | |
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| 4/9/2025 | ST Germain D J Co. Inc. | 430,736 | $11.68M | 0.5% | +51.0% | 4.256% | |
| 4/7/2025 | AdvisorNet Financial Inc | 2,175 | $59K | 0.0% | +286.3% | 0.021% | |
| 2/18/2025 | GTS Securities LLC | 19,821 | $526K | 0.0% | N/A | 0.000% | |
| 2/17/2025 | Cetera Investment Advisers | 11,187 | $297K | 0.0% | N/A | 0.000% | |
| 2/17/2025 | Captrust Financial Advisors | 20,626 | $547K | 0.0% | +142.7% | 0.000% | |
| 2/17/2025 | Baird Financial Group Inc. | 10,000 | $265K | 0.0% | N/A | 0.000% | |
| 2/14/2025 | Jane Street Group LLC | 8,515 | $226K | 0.0% | N/A | 0.000% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 5,038 | $138K | 0.0% | +187.1% | 0.000% | |
| 2/14/2025 | Capital Group Private Client Services Inc. | 1,274,293 | $33.82M | 0.3% | +96.0% | 0.000% | |
| 2/14/2025 | Capital International Investors | 984,000 | $26.12M | 0.0% | -2.0% | 0.000% | |
| 2/13/2025 | Envision Financial Planning LLC | 57,114 | $1.52M | 0.8% | +94.7% | 0.000% | |
| 2/13/2025 | Raymond James Financial Inc. | 789,302 | $20.95M | 0.0% | N/A | 0.000% | |
| 2/13/2025 | Advisory Services Network LLC | 15,814 | $420K | 0.0% | N/A | 0.000% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 19,788 | $525K | 0.0% | N/A | 0.000% | |
| 2/12/2025 | World Investment Advisors | 19,885 | $528K | 0.0% | +162.2% | 0.000% | |
| 2/12/2025 | OLD Mission Capital LLC | 35,810 | $950K | 0.0% | N/A | 0.000% | |
| 2/11/2025 | LPL Financial LLC | 96,809 | $2.57M | 0.0% | N/A | 0.000% | |
| 2/10/2025 | Harbour Investments Inc. | 11,104 | $295K | 0.0% | +468.0% | 0.000% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 140,599 | $3.73M | 0.0% | +39.3% | 0.000% | |
| 2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 54,124 | $1.44M | 0.2% | -12.2% | 0.000% | |
| 2/6/2025 | Midwest Heritage Bank FSB | 54,248 | $1.44M | 0.7% | N/A | 0.000% | |
| 2/6/2025 | Raymond James Financial Inc. | 789,302 | $20.95M | 0.0% | N/A | 0.000% | |
| 2/6/2025 | Synergy Investment Management LLC | 3,600 | $96K | 0.0% | N/A | 0.000% | |
| 2/5/2025 | A&I Financial Services LLC | 8,988 | $239K | 0.2% | N/A | 0.000% | |
| 2/4/2025 | CWS Financial Advisors LLC | 14,985 | $398K | 0.1% | N/A | 0.000% | |
| 2/3/2025 | Financial Management Network Inc. | 30,002 | $801K | 0.2% | +66.9% | 0.000% | |
| 1/31/2025 | D.A. Davidson & CO. | 10,310 | $274K | 0.0% | N/A | 0.000% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 9,317 | $247K | 0.0% | N/A | 0.000% | |
| 1/23/2025 | Evernest Financial Advisors LLC | 99,329 | $2.64M | 0.7% | +8.4% | 0.000% | |
| 1/22/2025 | Main Line Retirement Advisors LLC | 507,767 | $13.48M | 8.9% | N/A | 0.000% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 21,764 | $578K | 0.0% | N/A | 0.000% | |
| 1/15/2025 | CGN Advisors LLC | 28,912 | $767K | 0.1% | +2.4% | 0.000% | |
| 1/14/2025 | Pines Wealth Management LLC | 54,366 | $1.43M | 0.6% | N/A | 0.000% | |
| 1/13/2025 | Brookstone Capital Management | 47,001 | $1.25M | 0.0% | -49.4% | 0.000% | |
| 1/10/2025 | ST Germain D J Co. Inc. | 285,349 | $7.57M | 0.3% | +9,695.7% | 0.000% | |
| 11/25/2024 | World Investment Advisors LLC | 7,585 | $207K | 0.0% | N/A | 0.000% | |
| 11/14/2024 | Captrust Financial Advisors | 8,500 | $232K | 0.0% | N/A | 0.000% | |
| 11/7/2024 | Envision Financial Planning LLC | 29,339 | $800K | 0.4% | N/A | 0.000% | |
| 10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 61,638 | $1.68M | 0.3% | N/A | 0.000% | |
| 10/23/2024 | Financial Management Network Inc. | 17,975 | $490K | 0.1% | N/A | 0.000% | |
| 10/21/2024 | Evernest Financial Advisors LLC | 91,619 | $2.50M | 0.7% | N/A | 0.000% | |
| 10/18/2024 | ST Germain D J Co. Inc. | 2,913 | $79K | 0.0% | N/A | 0.000% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 1,755 | $48K | 0.0% | N/A | 0.000% | |
| 10/8/2024 | Brookstone Capital Management | 92,896 | $2.53M | 0.0% | N/A | 0.000% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 10,859 | $270K | 0.0% | N/A | 0.000% | |
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