| 8/15/2025 | Visionary Wealth Advisors | 177,754 | $8.22M | 0.4% | N/A | 1.593% | |
| 8/15/2025 | Smartleaf Asset Management LLC | 26,022 | $1.20M | 0.1% | +8.9% | 0.233% | |
| 8/15/2025 | MML Investors Services LLC | 142,702 | $6.60M | 0.0% | +11.2% | 1.279% | |
| 8/15/2025 | Essential Planning LLC. | 25,437 | $1.18M | 0.4% | -3.1% | 0.228% | |
| 8/14/2025 | Jane Street Group LLC | 77,112 | $3.57M | 0.0% | +54.0% | 0.691% | |
| 8/14/2025 | Ausdal Financial Partners Inc. | 121,193 | $5.60M | 0.4% | +30.2% | 1.086% | |
| 8/14/2025 | Raymond James Financial Inc. | 394,891 | $18.26M | 0.0% | +290.0% | 3.538% | |
| 8/14/2025 | Cary Street Partners Financial LLC | 132,691 | $6.14M | 0.2% | N/A | 1.189% | |
| 8/14/2025 | Cerity Partners LLC | 279,464 | $12.92M | 0.0% | -2.0% | 2.504% | |
| 8/13/2025 | CW Advisors LLC | 100,599 | $4.65M | 0.0% | +3.0% | 0.901% | |
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| 8/8/2025 | Foundations Investment Advisors LLC | 393,834 | $18.21M | 0.3% | +81.1% | 3.619% | |
| 8/8/2025 | Austin Wealth Management LLC | 85,418 | $3.92M | 0.7% | N/A | 0.785% | |
| 8/6/2025 | Entrewealth LLC | 22,528 | $1.04M | 0.7% | N/A | 0.207% | |
| 8/5/2025 | Beckerman Institutional LLC | 188,922 | $8.74M | 5.8% | +7.8% | 1.736% | |
| 8/5/2025 | Elyxium Wealth LLC | 125,539 | $5.81M | 2.2% | +387.1% | 1.154% | |
| 8/5/2025 | Benchmark Financial Wealth Advisors LLC | 367,708 | $17.00M | 5.6% | +8.0% | 3.379% | |
| 8/5/2025 | W.G. Shaheen & Associates DBA Whitney & Co | 486,184 | $22.48M | 2.2% | +6.5% | 4.468% | |
| 8/4/2025 | Premier Path Wealth Partners LLC | 135,838 | $6.28M | 0.9% | +4.2% | 1.248% | |
| 8/4/2025 | Bristlecone Advisors LLC | 52,670 | $2.44M | 0.2% | +20.4% | 0.484% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 348,913 | $16.13M | 0.0% | +4.2% | 3.207% | |
| 7/31/2025 | Boothe Investment Group Inc. | 593,523 | $27.45M | 10.5% | +6.9% | 5.455% | |
| 7/30/2025 | BlueChip Wealth Advisors LLC | 58,836 | $2.72M | 1.1% | -14.8% | 0.541% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 109,569 | $5.07M | 0.3% | +108.0% | 1.007% | |
| 7/29/2025 | SilverOak Wealth Management LLC | 26,924 | $1.25M | 0.2% | +1.8% | 0.247% | |
| 7/28/2025 | Cornerstone Wealth Group LLC | 45,872 | $2.12M | 0.2% | -6.3% | 0.422% | |
| 7/25/2025 | Landmark Wealth Management LLC | 126,795 | $5.86M | 2.5% | -1.4% | 1.165% | |
| 7/25/2025 | CWM LLC | 1,106,231 | $51.15M | 0.2% | -0.3% | 10.167% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 5,165 | $239K | 0.0% | N/A | 0.047% | |
| 7/23/2025 | Fortis Advisors LLC | 158,102 | $7.31M | 4.7% | -2.3% | 1.453% | |
| 7/21/2025 | Ameriflex Group Inc. | 5,580 | $257K | 0.1% | N/A | 0.051% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 10,643 | $492K | 0.0% | -5.8% | 0.099% | |
| 7/15/2025 | Hippocratic Financial Advisors LLC | 141,462 | $6.54M | 3.5% | N/A | 1.310% | |
| 7/15/2025 | Optima Capital LLC | 156,070 | $7.22M | 3.9% | +13.2% | 1.445% | |
| 7/14/2025 | Seascape Capital Management | 599,767 | $27.73M | 8.7% | +10.7% | 5.553% | |
| 6/13/2025 | Optima Capital LLC | 137,895 | $6.37M | 4.1% | +28.9% | 1.336% | |
| 5/19/2025 | Jane Street Group LLC | 50,058 | $2.31M | 0.0% | +28.0% | 0.497% | |
| 5/16/2025 | NewEdge Advisors LLC | 5,277 | $244K | 0.0% | -48.8% | 0.056% | |
| 5/16/2025 | AQR Capital Management LLC | 33,010 | $1.52M | 0.0% | -13.1% | 0.351% | |
| 5/16/2025 | Algorithmic Investment Models LLC | 21,391 | $988K | 0.7% | -28.6% | 0.228% | |
| 5/16/2025 | Aprio Wealth Management LLC | 109,053 | $5.04M | 0.6% | +33.2% | 1.160% | |
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| 5/15/2025 | Royal Bank of Canada | 44,576 | $2.06M | 0.0% | +101.3% | 0.474% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 23,895 | $1.10M | 0.1% | N/A | 0.254% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 10,139 | $468K | 0.3% | +29.6% | 0.108% | |
| 5/14/2025 | CW Advisors LLC | 97,693 | $4.51M | 0.1% | -6.2% | 1.039% | |
| 5/14/2025 | Flow Traders U.S. LLC | 8,147 | $376K | 0.0% | N/A | 0.087% | |
| 5/13/2025 | Raymond James Financial Inc. | 101,265 | $4.68M | 0.0% | +824.3% | 1.077% | |
| 5/12/2025 | Bristlecone Advisors LLC | 43,728 | $2.02M | 0.2% | +152.0% | 0.465% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 217,464 | $10.04M | 0.2% | +14.7% | 2.313% | |
| 5/7/2025 | Waddell & Associates LLC | 187,018 | $8.64M | 1.0% | +1.5% | 1.990% | |
| 5/6/2025 | W.G. Shaheen & Associates DBA Whitney & Co | 456,615 | $21.08M | 2.2% | +5.5% | 4.858% | |
| 5/6/2025 | BlueChip Wealth Advisors LLC | 69,033 | $3.19M | 1.4% | +234.1% | 0.734% | |
| 5/5/2025 | Elyxium Wealth LLC | 25,772 | $1.19M | 0.5% | N/A | 0.274% | |
| 5/5/2025 | Beckerman Institutional LLC | 175,201 | $8.09M | 5.9% | +4.2% | 1.864% | |
| 5/5/2025 | Private Advisor Group LLC | 23,895 | $1.10M | 0.0% | N/A | 0.254% | |
| 5/2/2025 | Landmark Wealth Management LLC | 128,639 | $5.94M | 2.6% | -2.6% | 1.369% | |
| 5/2/2025 | Sigma Planning Corp | 5,661 | $261K | 0.0% | -4.2% | 0.060% | |
| 5/1/2025 | CWM LLC | 1,109,104 | $51.21M | 0.2% | -2.1% | 11.799% | |
| 4/30/2025 | Cerity Partners LLC | 285,104 | $13.16M | 0.0% | -0.4% | 3.033% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 11,583 | $535K | 0.0% | -4.6% | 0.123% | |
| 4/30/2025 | SilverOak Wealth Management LLC | 26,452 | $1.22M | 0.3% | +29.3% | 0.281% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 52,686 | $2.43M | 0.1% | N/A | 0.560% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 334,920 | $15.46M | 0.0% | +56.3% | 3.563% | |
| 4/29/2025 | Seascape Capital Management | 541,805 | $25.02M | 8.7% | +12.8% | 5.764% | |
| 4/25/2025 | Benchmark Financial Wealth Advisors LLC | 340,350 | $15.71M | 5.9% | N/A | 3.621% | |
| 4/23/2025 | Cornerstone Wealth Group LLC | 48,945 | $2.26M | 0.2% | +3.0% | 0.530% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 5,483 | $253K | 0.0% | -66.9% | 0.059% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 5,451 | $252K | 0.0% | +22.4% | 0.059% | |
| 4/21/2025 | Premier Path Wealth Partners LLC | 130,313 | $6.02M | 0.9% | +9.0% | 1.410% | |
| 4/17/2025 | Boothe Investment Group Inc. | 554,999 | $25.62M | 11.7% | +40.6% | 6.006% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 11,300 | $522K | 0.0% | N/A | 0.122% | |
| 4/17/2025 | Stewardship Advisors LLC | 5,446 | $251K | 0.1% | -63.8% | 0.059% | |
| 4/9/2025 | NBC Securities Inc. | 9,176 | $423K | 0.0% | N/A | 0.099% | |
| 4/1/2025 | Stonehearth Capital Management LLC | 7,474 | $345K | 0.1% | +20.7% | 0.082% | |
| 2/19/2025 | Parr Mcknight Wealth Management Group LLC | 48,878 | $2.21M | 0.3% | N/A | 0.820% | |
| 2/17/2025 | Strategic Wealth Partners Ltd. | 8,980 | $409K | 0.0% | N/A | 0.151% | |
| 2/17/2025 | Citadel Advisors LLC | 75,623 | $3.43M | 0.0% | N/A | 1.269% | |
| 2/17/2025 | Beaumont Capital Management LLC | 29,947 | $1.36M | 1.0% | +16.7% | 0.502% | |
| 2/14/2025 | Jane Street Group LLC | 39,099 | $1.77M | 0.0% | +545.1% | 0.656% | |
| 2/14/2025 | Comerica Bank | 11,070 | $501K | 0.0% | +10.7% | 0.186% | |
| 2/14/2025 | MML Investors Services LLC | 124,575 | $5.64M | 0.0% | +9.9% | 2.090% | |
| 2/13/2025 | Cravens & Co Advisors LLC | 211,270 | $9.57M | 7.3% | +3.9% | 3.545% | |
| 2/13/2025 | NewEdge Advisors LLC | 10,306 | $467K | 0.0% | -5.4% | 0.173% | |
| 2/13/2025 | Waddell & Associates LLC | 184,166 | $8.34M | 0.9% | +1.1% | 3.090% | |
| 2/13/2025 | Raymond James Financial Inc. | 10,956 | $496K | 0.0% | N/A | 0.184% | |
| 2/13/2025 | Cerity Partners LLC | 286,256 | $12.96M | 0.0% | -1.3% | 4.803% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 214,279 | $9.70M | 0.0% | +8.9% | 3.595% | |
| 2/12/2025 | National Bank of Canada FI | 14,140 | $640K | 0.0% | +110.6% | 0.237% | |
| 2/12/2025 | BlueChip Wealth Advisors LLC | 20,661 | $936K | 0.5% | N/A | 0.347% | |
| 2/12/2025 | Ausdal Financial Partners Inc. | 29,275 | $1.33M | 0.1% | -1.5% | 0.491% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 104,123 | $4.72M | 0.1% | -1.6% | 1.747% | |
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| 2/11/2025 | LPL Financial LLC | 9,983 | $452K | 0.0% | +23.5% | 0.168% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 12,139 | $550K | 0.0% | +7.1% | 0.204% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 4,453 | $202K | 0.0% | +5.4% | 0.075% | |
| 2/10/2025 | Essential Planning LLC. | 1,944,507 | $89.47M | 0.6% | +6,537.4% | 32.626% | |
| 2/6/2025 | One Capital Management LLC | 211,098 | $9.56M | 0.3% | -27.9% | 3.542% | |
| 2/6/2025 | Raymond James Financial Inc. | 10,956 | $496K | 0.0% | N/A | 0.184% | |
| 2/6/2025 | Atria Investments Inc | 6,970 | $316K | 0.0% | +18.0% | 0.117% | |
| 2/4/2025 | W.G. Shaheen & Associates DBA Whitney & Co | 432,631 | $19.59M | 2.1% | +2.7% | 7.259% | |
| 2/4/2025 | Boothe Investment Group Inc. | 394,620 | $17.87M | 7.8% | +7.8% | 6.621% | |
| 2/3/2025 | Sigma Planning Corp | 5,912 | $268K | 0.0% | +6.5% | 0.099% | |
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