| 6/13/2025 | Optima Capital LLC | 29,544 | $1.53M | 1.0% | +87.7% | 0.564% | |
| 5/22/2025 | Mattson Financial Services LLC | 5,146 | $267K | 0.1% | -27.1% | 0.100% | |
| 5/20/2025 | Belpointe Asset Management LLC | 28,294 | $1.47M | 0.1% | -26.6% | 0.548% | |
| 5/19/2025 | Jane Street Group LLC | 21,345 | $1.11M | 0.0% | +85.3% | 0.414% | |
| 5/19/2025 | SCS Capital Management LLC | 5,208 | $270K | 0.0% | N/A | 0.101% | |
| 5/15/2025 | Tortoise Investment Management LLC | 10,380 | $538K | 0.1% | +1,053.3% | 0.201% | |
| 5/14/2025 | Compound Planning Inc. | 12,734 | $661K | 0.0% | N/A | 0.247% | |
| 5/14/2025 | CW Advisors LLC | 45,613 | $2.37M | 0.0% | +206.9% | 0.884% | |
| 5/12/2025 | Motley Fool Wealth Management LLC | 251,036 | $13.02M | 0.8% | -7.7% | 4.865% | |
| 5/12/2025 | Virtu Financial LLC | 138,413 | $7.18M | 0.4% | N/A | 2.682% | |
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| 5/9/2025 | Cary Street Partners Financial LLC | 9,050 | $469K | 0.0% | -9.5% | 0.175% | |
| 5/8/2025 | Shufro Rose & Co. LLC | 855,345 | $44.37M | 3.5% | +1.9% | 16.576% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 139,224 | $7.22M | 0.1% | +31.2% | 2.698% | |
| 5/7/2025 | Rareview Capital LLC | 8,325 | $432K | 0.3% | -49.6% | 0.161% | |
| 5/6/2025 | Sunbeam Capital Management LLC | 14,792 | $767K | 0.7% | +5.9% | 0.287% | |
| 5/6/2025 | Journey Strategic Wealth LLC | 6,890 | $357K | 0.0% | +40.9% | 0.134% | |
| 5/6/2025 | W.G. Shaheen & Associates DBA Whitney & Co | 149,500 | $7.76M | 0.8% | N/A | 2.897% | |
| 5/5/2025 | Private Advisor Group LLC | 7,283 | $378K | 0.0% | -48.8% | 0.141% | |
| 5/2/2025 | Larson Financial Group LLC | 1,303 | $68K | 0.0% | +768.7% | 0.026% | |
| 5/1/2025 | Sentinel Trust Co. LBA | 9,685 | $502K | 0.1% | N/A | 0.191% | |
| 5/1/2025 | Kathmere Capital Management LLC | 398,313 | $20.66M | 1.8% | +27.0% | 7.872% | |
| 4/30/2025 | Leavell Investment Management Inc. | 117,247 | $6.08M | 0.3% | +2.5% | 2.317% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 58,870 | $3.05M | 0.0% | -54.7% | 1.163% | |
| 4/29/2025 | Seascape Capital Management | 147,423 | $7.65M | 2.7% | +7.1% | 2.913% | |
| 4/29/2025 | Global Wealth Management Investment Advisory Inc. | 96,095 | $4.98M | 1.0% | +680.8% | 1.899% | |
| 4/28/2025 | Holcombe Financial Inc. | 115,961 | $6.02M | 5.0% | -12.8% | 2.292% | |
| 4/25/2025 | Saxon Interests Inc. | 93,527 | $4.85M | 2.3% | +1.1% | 1.848% | |
| 4/22/2025 | First Financial Group Corp | 8,962 | $475K | 0.5% | +47.9% | 0.177% | |
| 4/22/2025 | Stapp Wealth Management Pllc | 39,557 | $2.05M | 3.2% | N/A | 0.782% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 42,015 | $2.18M | 0.1% | +37.3% | 0.830% | |
| 4/14/2025 | Baldwin Wealth Partners LLC MA | 58,937 | $3.06M | 0.2% | -25.9% | 1.165% | |
| 4/10/2025 | Naples Global Advisors LLC | 16,555 | $859K | 0.1% | +71.4% | 0.370% | |
| 4/9/2025 | RFG Advisory LLC | 40,558 | $2.10M | 0.1% | +124.8% | 0.905% | |
| 4/9/2025 | Paladin Wealth LLC | 13,859 | $719K | 0.6% | -34.9% | 0.309% | |
| 4/9/2025 | Gradient Investments LLC | 295,750 | $15.34M | 0.3% | -32.7% | 6.602% | |
| 3/12/2025 | Centaurus Financial Inc. | 42,381 | $2.18M | 0.1% | +28.4% | 0.946% | |
| 3/10/2025 | Mattson Financial Services LLC | 7,059 | $367K | 0.1% | -5.9% | 0.158% | |
| 2/25/2025 | Shufro Rose & Co. LLC | 839,350 | $43.19M | 3.3% | N/A | 18.735% | |
| 2/24/2025 | Sunbeam Capital Management LLC | 13,966 | $719K | 0.7% | N/A | 0.312% | |
| 2/20/2025 | Sunbeam Capital Management LLC | 13,966 | $719K | 1.5% | N/A | 0.312% | |
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| 2/17/2025 | NorthRock Partners LLC | 4,071 | $209K | 0.0% | N/A | 0.158% | |
| 2/17/2025 | Citadel Advisors LLC | 33,417 | $1.72M | 0.0% | +196.9% | 1.295% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 10,005 | $515K | 0.0% | N/A | 0.388% | |
| 2/17/2025 | Bank of America Corp DE | 10,579 | $544K | 0.0% | N/A | 0.410% | |
| 2/14/2025 | Jane Street Group LLC | 11,521 | $593K | 0.0% | +106.3% | 0.447% | |
| 2/14/2025 | Holcombe Financial Inc. | 133,001 | $6.84M | 5.6% | N/A | 5.155% | |
| 2/13/2025 | Raymond James Financial Inc. | 18,907 | $973K | 0.0% | N/A | 0.733% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 130,017 | $6.69M | 0.0% | -56.1% | 5.039% | |
| 2/12/2025 | Motley Fool Wealth Management LLC | 272,029 | $13.99M | 0.7% | -1.8% | 10.544% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 14,863 | $765K | 0.0% | N/A | 0.576% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 76,651 | $3.94M | 0.0% | N/A | 2.971% | |
| 2/10/2025 | Independent Family Office LLC | 26,748 | $1.38M | 0.7% | +27.8% | 1.037% | |
| 2/10/2025 | Diversified Enterprises LLC | 4,960 | $255K | 0.0% | -98.1% | 0.192% | |
| 2/10/2025 | First Financial Group Corp | 6,060 | $312K | 0.3% | N/A | 0.235% | |
| 2/10/2025 | Rareview Capital LLC | 16,533 | $859K | 0.6% | +8.0% | 0.641% | |
| 2/7/2025 | Cushing Capital Partners LLC | 11,880 | $611K | 0.6% | N/A | 0.460% | |
| 2/6/2025 | Raymond James Financial Inc. | 18,907 | $973K | 0.0% | N/A | 0.733% | |
| 2/5/2025 | Smartleaf Asset Management LLC | 7,626 | $392K | 0.0% | -62.3% | 0.296% | |
| 2/4/2025 | Brown Financial Advisors | 17,656 | $909K | 0.4% | -18.4% | 0.684% | |
| 2/3/2025 | Private Advisor Group LLC | 14,229 | $732K | 0.0% | -41.1% | 0.552% | |
| 1/31/2025 | 3EDGE Asset Management LP | 29,488 | $1.52M | 0.1% | -1.0% | 1.143% | |
| 1/31/2025 | Sanctuary Advisors LLC | 397,382 | $20.56M | 0.1% | +4.9% | 15.402% | |
| 1/30/2025 | Seascape Capital Management | 137,704 | $7.09M | 2.5% | +1.5% | 5.337% | |
| 1/29/2025 | Naples Global Advisors LLC | 9,660 | $497K | 0.0% | +10.2% | 0.374% | |
| 1/29/2025 | Leavell Investment Management Inc. | 114,360 | $5.89M | 0.3% | +11.2% | 4.433% | |
| 1/29/2025 | Paladin Wealth LLC | 21,297 | $1.10M | 0.9% | +35.0% | 0.825% | |
| 1/29/2025 | Global Wealth Management Investment Advisory Inc. | 12,308 | $633K | 0.1% | +11.8% | 0.477% | |
| 1/24/2025 | Journey Strategic Wealth LLC | 4,890 | $252K | 0.0% | -23.5% | 0.190% | |
| 1/22/2025 | Baldwin Wealth Partners LLC MA | 79,508 | $4.09M | 0.3% | -59.2% | 3.082% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 106,131 | $5.46M | 0.1% | +6.0% | 4.114% | |
| 1/21/2025 | Gradient Investments LLC | 439,519 | $22.62M | 0.5% | +20.0% | 17.036% | |
| 1/21/2025 | RFG Advisory LLC | 18,042 | $928K | 0.0% | N/A | 0.699% | |
| 1/15/2025 | Saxon Interests Inc. | 92,479 | $4.76M | 2.1% | -9.7% | 3.584% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 30,610 | $1.58M | 0.0% | +24.7% | 1.186% | |
| 1/14/2025 | Kathmere Capital Management LLC | 313,521 | $16.13M | 1.4% | +22.1% | 12.152% | |
| 1/14/2025 | Signal Advisors Wealth LLC | 4,285 | $220K | 0.0% | N/A | 0.166% | |
| 1/10/2025 | Sugarloaf Wealth Management LLC | 14,648 | $754K | 0.1% | +7.8% | 0.568% | |
| 12/30/2024 | SK Wealth Management LLC | 4,592 | $236K | 0.1% | N/A | 0.178% | |
| 11/25/2024 | Sanctuary Advisors LLC | 378,829 | $19.49M | 0.1% | +20.1% | 14.683% | |
| 11/18/2024 | Brown Financial Advisors | 21,632 | $1.12M | 0.5% | +4.7% | 0.838% | |
| 11/15/2024 | Jane Street Group LLC | 5,585 | $290K | 0.0% | -38.3% | 0.216% | |
| 11/15/2024 | Motley Fool Wealth Management LLC | 276,950 | $14.40M | 0.7% | -3.7% | 10.734% | |
| 11/15/2024 | Independent Family Office LLC | 20,923 | $1.09M | 0.5% | N/A | 0.811% | |
| 11/13/2024 | Diversified LLC | 265,527 | $13.80M | 1.5% | N/A | 10.292% | |
| 11/12/2024 | Centaurus Financial Inc. | 33,007 | $1.72M | 0.1% | N/A | 1.279% | |
| 11/1/2024 | Seascape Capital Management | 135,655 | $7.05M | 2.5% | N/A | 5.258% | |
| 11/1/2024 | Leavell Investment Management Inc. | 102,835 | $5.35M | 0.3% | N/A | 3.986% | |
| 10/30/2024 | Global Wealth Management Investment Advisory Inc. | 11,013 | $572K | 0.1% | N/A | 0.427% | |
| 10/22/2024 | Private Advisor Group LLC | 24,156 | $1.26M | 0.0% | +41.5% | 0.936% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 100,078 | $5.20M | 0.1% | N/A | 3.879% | |
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| 10/18/2024 | Raymond James & Associates | 77,893 | $4.05M | 0.0% | N/A | 3.019% | |
| 10/15/2024 | NBC Securities Inc. | 7,044 | $366K | 0.0% | N/A | 0.273% | |
| 10/11/2024 | Paladin Wealth LLC | 15,781 | $820K | 0.7% | N/A | 0.612% | |
| 10/8/2024 | Saxon Interests Inc. | 102,379 | $5.32M | 2.4% | N/A | 3.968% | |
| 10/8/2024 | Sugarloaf Wealth Management LLC | 13,587 | $706K | 0.1% | N/A | 0.527% | |
| 9/30/2024 | Mattson Financial Services LLC | 7,526 | $387K | 0.1% | N/A | 0.292% | |
| 9/5/2024 | Sanctuary Advisors LLC | 315,504 | $16.12M | 0.1% | N/A | 12.229% | |
| 8/30/2024 | Brown Financial Advisors | 20,657 | $1.06M | 0.5% | N/A | 0.801% | |
| 8/16/2024 | Kathmere Capital Management LLC | 180,017 | $9.25M | 1.0% | N/A | 6.977% | |
| 8/10/2024 | Virtu Financial LLC | 19,646 | $1.01M | 0.1% | N/A | 0.761% | |
