| 5/20/2025 | Belpointe Asset Management LLC | 50,367 | $3.88M | 0.2% | +816.1% | 0.290% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 7,932 | $610K | 0.0% | -22.0% | 0.045% | |
| 5/16/2025 | Jones Financial Companies Lllp | 572 | $44K | 0.0% | -80.0% | 0.003% | |
| 5/16/2025 | Obsidian Personal Planning Solutions LLC | 4,190 | $312K | 0.1% | +30.2% | 0.024% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 5,532 | $426K | 0.0% | -3.2% | 0.031% | |
| 5/15/2025 | Royal Bank of Canada | 63,435 | $4.88M | 0.0% | +0.3% | 0.357% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 276,289 | $21.26M | 1.1% | -15.7% | 1.557% | |
| 5/14/2025 | Kestra Advisory Services LLC | 134,035 | $10.31M | 0.0% | +27.9% | 0.755% | |
| 5/14/2025 | Vertex Planning Partners LLC | 93,383 | $7.19M | 1.6% | +2.5% | 0.526% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 49,424 | $3.80M | 0.0% | +0.3% | 0.278% | |
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| 5/13/2025 | Raymond James Financial Inc. | 210,474 | $16.20M | 0.0% | +10.9% | 1.186% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 44,594 | $3.43M | 0.1% | N/A | 0.251% | |
| 5/13/2025 | HighTower Advisors LLC | 196,470 | $15.12M | 0.0% | +0.3% | 1.107% | |
| 5/12/2025 | Lcnb Corp | 24,967 | $1.92M | 0.7% | -0.6% | 0.141% | |
| 5/12/2025 | Avant Capital LLC | 31,462 | $2.42M | 2.0% | +4.7% | 0.177% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 13,429 | $1.03M | 0.0% | +3.7% | 0.076% | |
| 5/9/2025 | Blair William & Co. IL | 14,110 | $1.09M | 0.0% | -9.7% | 0.079% | |
| 5/8/2025 | Certified Advisory Corp | 31,621 | $2.43M | 0.3% | -7.4% | 0.178% | |
| 5/8/2025 | NorthRock Partners LLC | 670 | $52K | 0.0% | N/A | 0.004% | |
| 5/8/2025 | Arkadios Wealth Advisors | 5,521 | $425K | 0.0% | N/A | 0.031% | |
| 5/7/2025 | Fairman Group LLC | 907 | $70K | 0.1% | +87.4% | 0.005% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 75,185 | $5.79M | 0.1% | +4.3% | 0.424% | |
| 5/7/2025 | LPL Financial LLC | 747,833 | $57.55M | 0.0% | +6.3% | 4.213% | |
| 5/7/2025 | HB Wealth Management LLC | 14,030 | $1.08M | 0.0% | +8.9% | 0.079% | |
| 5/6/2025 | Assetmark Inc. | 1,664 | $128K | 0.0% | +20,700.0% | 0.009% | |
| 5/6/2025 | Cetera Investment Advisers | 353,269 | $27.18M | 0.1% | +2.4% | 1.990% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 46,059 | $3.54M | 0.0% | +12.3% | 0.259% | |
| 5/5/2025 | Private Advisor Group LLC | 12,420 | $956K | 0.0% | -4.4% | 0.070% | |
| 5/1/2025 | Key Financial Inc | 9,434 | $726K | 0.2% | +11.3% | 0.053% | |
| 5/1/2025 | LRI Investments LLC | 2,451 | $189K | 0.0% | +745.2% | 0.014% | |
| 5/1/2025 | CWM LLC | 19,640 | $1.51M | 0.0% | -1.2% | 0.111% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 17,181 | $1.32M | 0.0% | +1.2% | 0.097% | |
| 4/30/2025 | Sharper & Granite LLC | 13,805 | $1.06M | 0.4% | -1.1% | 0.078% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 49,034 | $3.77M | 0.0% | +5.0% | 0.276% | |
| 4/29/2025 | Bank of New York Mellon Corp | 49,472 | $3.81M | 0.0% | -71.7% | 0.279% | |
| 4/29/2025 | Element Wealth LLC | 2,933 | $226K | 0.1% | +6.8% | 0.017% | |
| 4/28/2025 | Revisor Wealth Management LLC | 9,351 | $720K | 0.3% | +16.1% | 0.053% | |
| 4/25/2025 | Kendall Capital Management | 8,155 | $628K | 0.2% | -17.9% | 0.046% | |
| 4/24/2025 | Alta Wealth Advisors LLC | 7,031 | $541K | 0.2% | -3.1% | 0.040% | |
| 4/23/2025 | Western Wealth Management LLC | 2,890 | $222K | 0.0% | N/A | 0.017% | |
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| 4/23/2025 | Creative Financial Designs Inc. ADV | 5,200 | $400K | 0.0% | -20.6% | 0.030% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 4,711 | $362K | 0.0% | -5.2% | 0.027% | |
| 4/23/2025 | Golden State Wealth Management LLC | 526 | $40K | 0.0% | +146.9% | 0.003% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 25,074 | $1.93M | 0.4% | +25.4% | 0.144% | |
| 4/23/2025 | Team Financial Group LLC | 5,347 | $411K | 0.2% | -24.4% | 0.031% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 55,425 | $4.27M | 0.0% | -2.1% | 0.319% | |
| 4/22/2025 | Envision Financial LLC | 65,137 | $5.01M | 3.8% | -5.8% | 0.374% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 2,783 | $214K | 0.0% | N/A | 0.016% | |
| 4/21/2025 | MGO Private Wealth LLC | 15,568 | $1.20M | 0.8% | -14.1% | 0.089% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 10,735 | $826K | 0.0% | -5.4% | 0.062% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 17,138 | $1.32M | 0.0% | +1.8% | 0.098% | |
| 4/16/2025 | Jackson Square Capital LLC | 2,771 | $213K | 0.1% | -7.3% | 0.016% | |
| 4/15/2025 | Arvest Investments Inc. | 18,492 | $1.42M | 0.2% | -3.9% | 0.106% | |
| 4/15/2025 | Magnolia Private Wealth LLC | 3,623 | $279K | 0.2% | -10.5% | 0.021% | |
| 4/15/2025 | Capital Advisory Group Advisory Services LLC | 33,013 | $2.54M | 1.0% | -0.6% | 0.190% | |
| 4/14/2025 | FFG Retirement Advisors LLC | 84,728 | $6.52M | 4.4% | +39.0% | 0.487% | |
| 4/11/2025 | Epiq Partners LLC | 3,600 | $277K | 0.1% | +20.0% | 0.021% | |
| 4/11/2025 | Melone Private Wealth LLC | 122,446 | $9.42M | 4.9% | +1.6% | 0.704% | |
| 4/11/2025 | 626 Financial LLC | 312,730 | $24.07M | 12.4% | +2.9% | 1.797% | |
| 4/9/2025 | Merit Financial Group LLC | 35,062 | $2.70M | 0.0% | +0.7% | 0.202% | |
| 4/9/2025 | NBC Securities Inc. | 15,072 | $1.16M | 0.1% | +94,100.0% | 0.087% | |
| 4/8/2025 | Rooted Wealth Advisors Inc. | 7,585 | $584K | 0.2% | +92.2% | 0.044% | |
| 4/7/2025 | GAMMA Investing LLC | 12,312 | $947K | 0.0% | N/A | 0.071% | |
| 3/19/2025 | DSG Capital Advisors LLC | 10,076 | $764K | 0.1% | N/A | 0.058% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 16,839 | $1.28M | 0.0% | +1.3% | 0.096% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 7,247 | $549K | 0.2% | N/A | 0.041% | |
| 2/25/2025 | Armis Advisers LLC | 11,479 | $871K | 0.1% | N/A | 0.066% | |
| 2/24/2025 | Wilkins Miller Wealth Management LLC | 3,124 | $237K | 0.2% | N/A | 0.018% | |
| 2/20/2025 | Revisor Wealth Management LLC | 8,054 | $614K | 0.6% | +12.9% | 0.047% | |
| 2/18/2025 | Connecticut Wealth Management LLC | 327,744 | $23.12M | 1.1% | +17.8% | 1.894% | |
| 2/17/2025 | Focus Partners Wealth | 26,842 | $2.04M | 0.0% | N/A | 0.155% | |
| 2/17/2025 | CoreCap Advisors LLC | 2,565 | $195K | 0.0% | -16.7% | 0.015% | |
| 2/17/2025 | Cornerstone Financial Group LLC NE | 7,800 | $592K | 0.6% | N/A | 0.045% | |
| 2/17/2025 | Cetera Investment Advisers | 344,978 | $26.17M | 0.1% | +4.8% | 1.994% | |
| 2/17/2025 | Bank of America Corp DE | 2,008,408 | $152.36M | 0.0% | -0.5% | 11.609% | |
| 2/17/2025 | Ameriprise Financial Inc. | 147,895 | $11.22M | 0.0% | +12.6% | 0.855% | |
| 2/14/2025 | Jane Street Group LLC | 14,076 | $1.07M | 0.0% | +51.9% | 0.081% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 3,000 | $228K | 0.0% | N/A | 0.017% | |
| 2/14/2025 | Susquehanna International Group LLP | 142,681 | $10.82M | 0.0% | +130.5% | 0.825% | |
| 2/14/2025 | Arvest Bank Trust Division | 20,407 | $1.55M | 0.1% | -30.4% | 0.118% | |
| 2/13/2025 | NewEdge Advisors LLC | 3,709 | $281K | 0.0% | +9.1% | 0.021% | |
| 2/13/2025 | Insigneo Advisory Services LLC | 9,474 | $719K | 0.1% | +35.8% | 0.055% | |
| 2/13/2025 | Mariner LLC | 13,685 | $1.04M | 0.0% | -1.5% | 0.079% | |
| 2/13/2025 | Townsquare Capital LLC | 6,136 | $465K | 0.0% | +4.2% | 0.035% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 29,514 | $2.24M | 0.0% | -1.7% | 0.171% | |
| 2/13/2025 | Raymond James Financial Inc. | 189,844 | $14.40M | 0.0% | N/A | 1.097% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 46,697 | $3.54M | 0.0% | -18.0% | 0.270% | |
| 2/13/2025 | Wells Fargo & Company MN | 375,019 | $28.45M | 0.0% | +4.3% | 2.168% | |
| 2/12/2025 | Riggs Capital Management LLC | 2,987 | $227K | 0.2% | N/A | 0.017% | |
| 2/12/2025 | Vertex Planning Partners LLC | 91,083 | $6.91M | 1.5% | -4.6% | 0.526% | |
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| 2/12/2025 | AssuredPartners Investment Advisors LLC | 19,993 | $1.52M | 0.3% | N/A | 0.116% | |
| 2/12/2025 | JPMorgan Chase & Co. | 72,522 | $5.50M | 0.0% | +5.2% | 0.419% | |
| 2/11/2025 | LPL Financial LLC | 703,215 | $53.35M | 0.0% | +6.9% | 4.065% | |
| 2/11/2025 | Arvest Investments Inc. | 19,243 | $1.46M | 0.2% | -29.8% | 0.111% | |
| 2/10/2025 | Clearwater Capital Advisors LLC | 18,325 | $1.39M | 0.1% | -4.7% | 0.106% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 6,548 | $497K | 0.0% | +2.3% | 0.038% | |
| 2/10/2025 | Corient Private Wealth LLC | 37,567 | $2.85M | 0.0% | -14.9% | 0.217% | |
| 2/10/2025 | MGO Private Wealth LLC | 18,127 | $1.38M | 1.0% | -8.3% | 0.105% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 48,686 | $3.69M | 0.0% | +1.0% | 0.281% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 41,025 | $3.11M | 0.0% | -7.6% | 0.237% | |
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