| 8/15/2025 | Asset Allocation Strategies LLC | 4,698 | $239K | 0.0% | N/A | 0.010% | |
| 8/15/2025 | Snowden Capital Advisors LLC | 17,700 | $904K | 0.0% | +37.7% | 0.039% | |
| 8/15/2025 | MML Investors Services LLC | 76,392 | $3.89M | 0.0% | +9.6% | 0.166% | |
| 8/15/2025 | Balanced Rock Investment Advisors LLC | 121,997 | $6.21M | 4.9% | N/A | 0.266% | |
| 8/15/2025 | Bank of America Corp DE | 753,374 | $38.32M | 0.0% | +33,729.1% | 1.641% | |
| 8/15/2025 | Ameriprise Financial Inc. | 30,286 | $1.54M | 0.0% | -2.7% | 0.066% | |
| 8/14/2025 | Raymond James Financial Inc. | 1,017,876 | $51.77M | 0.0% | +2.9% | 2.217% | |
| 8/14/2025 | NewEdge Advisors LLC | 37,925 | $1.93M | 0.0% | -27.7% | 0.083% | |
| 8/13/2025 | Per Stirling Capital Management LLC. | 149,247 | $7.59M | 1.0% | -2.3% | 0.325% | |
| 8/13/2025 | Victory Financial Group LLC | 333,714 | $16.97M | 2.7% | -0.5% | 0.727% | |
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| 8/13/2025 | Gateway Wealth Partners LLC | 68,855 | $3.50M | 0.7% | -2.7% | 0.150% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 316,109 | $16.08M | 0.0% | +77.9% | 0.688% | |
| 8/13/2025 | Stevens Capital Partners | 39,968 | $2.04M | 0.7% | N/A | 0.087% | |
| 8/13/2025 | Elevation Point Wealth Partners LLC | 258,036 | $13.13M | 1.0% | -2.8% | 0.562% | |
| 8/12/2025 | Blueprint Financial Advisors LLC | 16,371 | $833K | 0.3% | N/A | 0.036% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 3,235 | $165K | 0.0% | +49.6% | 0.007% | |
| 8/12/2025 | Quadcap Wealth Management LLC | 351,608 | $17.89M | 2.3% | +9.7% | 0.766% | |
| 8/12/2025 | Soundwatch Capital LLC | 3,536 | $180K | 0.0% | N/A | 0.008% | |
| 8/12/2025 | JPMorgan Chase & Co. | 2,287 | $116K | 0.0% | +96.5% | 0.005% | |
| 8/11/2025 | Western Wealth Management LLC | 198,790 | $10.11M | 0.6% | +1.4% | 0.433% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 7,895 | $402K | 0.0% | -3.7% | 0.017% | |
| 8/8/2025 | Cetera Investment Advisers | 127,873 | $6.50M | 0.0% | +5.2% | 0.278% | |
| 8/8/2025 | Advisory Resource Group | 68,004 | $3.46M | 0.7% | +3.8% | 0.148% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 273,603 | $13.92M | 0.0% | +35.5% | 0.596% | |
| 8/7/2025 | Montag A & Associates Inc. | 1,137 | $58K | 0.0% | N/A | 0.002% | |
| 8/6/2025 | AE Wealth Management LLC | 4,586 | $233K | 0.0% | N/A | 0.010% | |
| 8/6/2025 | Centerpoint Advisory Group | 5,610 | $285K | 0.2% | +33.3% | 0.012% | |
| 8/4/2025 | Coign Capital Advisors LLC | 209,207 | $10.64M | 7.2% | +8.8% | 0.456% | |
| 8/4/2025 | Spire Wealth Management | 149,155 | $7.54M | 0.3% | -11.6% | 0.325% | |
| 8/4/2025 | Barnes Dennig Private Wealth Management LLC | 927 | $47K | 0.1% | N/A | 0.002% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 378,952 | $19.28M | 0.0% | +26.6% | 0.848% | |
| 7/31/2025 | Trademark Financial Management LLC | 63,709 | $3.24M | 2.0% | +6.6% | 0.143% | |
| 7/30/2025 | KPP Advisory Services LLC | 11,724 | $596K | 0.1% | +23.9% | 0.026% | |
| 7/30/2025 | Studio Investment Management LLC | 4,278 | $218K | 0.0% | N/A | 0.010% | |
| 7/30/2025 | D.A. Davidson & CO. | 9,667 | $492K | 0.0% | N/A | 0.022% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 1,860 | $95K | 0.0% | N/A | 0.004% | |
| 7/29/2025 | Systelligence LLC | 158,529 | $8.06M | 1.5% | -0.8% | 0.357% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 6,640 | $338K | 0.0% | +27.4% | 0.015% | |
| 7/28/2025 | RFG Advisory LLC | 11,178 | $569K | 0.0% | N/A | 0.025% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 13,714 | $700K | 0.0% | N/A | 0.031% | |
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| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 19,291 | $981K | 0.0% | +51.9% | 0.043% | |
| 7/24/2025 | Pinion Investment Advisors LLC | 49,380 | $2.51M | 0.9% | -28.2% | 0.115% | |
| 7/24/2025 | Leo Wealth LLC | 14,183 | $721K | 0.1% | N/A | 0.033% | |
| 7/23/2025 | Penney Financial LLC | 113,122 | $5.75M | 2.9% | N/A | 0.263% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 8,007 | $407K | 0.1% | +62.9% | 0.019% | |
| 7/22/2025 | Apexium Financial LP | 82,784 | $4.23M | 0.2% | +134.1% | 0.192% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 30,799 | $1.57M | 0.1% | N/A | 0.072% | |
| 7/18/2025 | Truist Financial Corp | 60,493 | $3.08M | 0.0% | -15.7% | 0.142% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 853,084 | $43.39M | 0.1% | +9.2% | 2.001% | |
| 7/17/2025 | Fifth Third Securities Inc. | 58,087 | $2.96M | 0.2% | +3.4% | 0.136% | |
| 7/16/2025 | ORG Partners LLC | 52,683 | $2.68M | 0.6% | +23.6% | 0.124% | |
| 7/16/2025 | Destiny Wealth Partners LLC | 258,089 | $13.13M | 1.8% | N/A | 0.605% | |
| 7/14/2025 | Strategic Planning Group LLC | 363,782 | $18.50M | 3.0% | +7.8% | 0.853% | |
| 7/11/2025 | Bouvel Investment Partners LLC | 251,147 | $12.78M | 4.3% | +4.3% | 0.598% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 17,068 | $868K | 0.1% | +16.0% | 0.041% | |
| 7/10/2025 | Focus Financial Network Inc. | 3,939 | $201K | 0.0% | N/A | 0.009% | |
| 7/9/2025 | Breakwater Capital Group | 7,876 | $401K | 0.1% | +23.1% | 0.019% | |
| 5/20/2025 | Belpointe Asset Management LLC | 4,069 | $206K | 0.0% | N/A | 0.012% | |
| 5/19/2025 | Jane Street Group LLC | 138,726 | $7.02M | 0.0% | N/A | 0.399% | |
| 5/16/2025 | NewEdge Advisors LLC | 52,483 | $2.66M | 0.0% | +9.7% | 0.151% | |
| 5/15/2025 | Royal Bank of Canada | 356,989 | $18.07M | 0.0% | +127.4% | 1.027% | |
| 5/14/2025 | Valley Financial Group Inc. | 120,251 | $6.09M | 4.0% | +15.8% | 0.346% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 320,536 | $16.23M | 2.4% | +7,034.1% | 0.922% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 152,693 | $7.73M | 1.1% | N/A | 0.439% | |
| 5/14/2025 | Comerica Bank | 21,585 | $1.09M | 0.0% | +97.0% | 0.062% | |
| 5/14/2025 | Apexium Financial LP | 35,370 | $1.80M | 0.1% | N/A | 0.102% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 177,714 | $9.00M | 0.0% | +640.8% | 0.511% | |
| 5/14/2025 | Flow Traders U.S. LLC | 29,521 | $1.50M | 0.1% | -46.1% | 0.085% | |
| 5/13/2025 | Raymond James Financial Inc. | 988,866 | $50.07M | 0.0% | +48.8% | 2.845% | |
| 5/13/2025 | HighTower Advisors LLC | 444,425 | $22.50M | 0.0% | +18.5% | 1.279% | |
| 5/9/2025 | Coign Capital Advisors LLC | 192,231 | $9.73M | 7.5% | N/A | 0.553% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 201,959 | $10.23M | 0.0% | +124.3% | 0.581% | |
| 5/8/2025 | Eastern Bank | 650 | $33K | 0.0% | -55.3% | 0.002% | |
| 5/7/2025 | LPL Financial LLC | 1,509,784 | $76.44M | 0.0% | +37.5% | 4.343% | |
| 5/6/2025 | Cetera Investment Advisers | 121,573 | $6.16M | 0.0% | +297.7% | 0.350% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 10,811 | $547K | 0.0% | +33.0% | 0.031% | |
| 5/6/2025 | Flynn Zito Capital Management LLC | 78,411 | $3.97M | 1.8% | +386.3% | 0.226% | |
| 5/5/2025 | Miller Financial Services LLC | 5,309 | $269K | 0.4% | +9.4% | 0.015% | |
| 5/5/2025 | OneAscent Financial Services LLC | 8,538 | $432K | 0.0% | +27.0% | 0.025% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 7,883 | $399K | 0.0% | +6.7% | 0.023% | |
| 5/5/2025 | Private Advisor Group LLC | 23,108 | $1.17M | 0.0% | +31.8% | 0.066% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 8,195 | $415K | 0.0% | -4.3% | 0.024% | |
| 5/1/2025 | Acorn Wealth Advisors LLC | 4,479 | $227K | 0.1% | +5.4% | 0.013% | |
| 5/1/2025 | Fifth Third Securities Inc. | 56,155 | $2.84M | 0.2% | +64.9% | 0.163% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 70,786 | $3.58M | 0.8% | N/A | 0.206% | |
| 4/30/2025 | Cerity Partners LLC | 5,622 | $285K | 0.0% | +37.9% | 0.016% | |
| 4/30/2025 | Parr Mcknight Wealth Management Group LLC | 4,237 | $215K | 0.0% | -18.2% | 0.012% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 5,210 | $264K | 0.0% | N/A | 0.015% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 299,436 | $15.16M | 0.0% | +96.6% | 0.871% | |
| 4/29/2025 | Stage Harbor Financial LLC | 31,111 | $1.58M | 1.3% | +93.5% | 0.091% | |
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| 4/28/2025 | Strategic Financial Concepts LLC | 10,815 | $548K | 0.1% | +9.6% | 0.031% | |
| 4/25/2025 | MidAtlantic Capital Management Inc. | 25,238 | $1.28M | 1.0% | +3.4% | 0.073% | |
| 4/25/2025 | Trademark Financial Management LLC | 59,787 | $3.03M | 2.3% | +527.4% | 0.174% | |
| 4/25/2025 | Wall Street Financial Group Inc. | 43,280 | $2.19M | 2.3% | +8.2% | 0.126% | |
| 4/24/2025 | Beacon Financial Advisory LLC | 4,915 | $249K | 0.1% | N/A | 0.014% | |
| 4/23/2025 | KPP Advisory Services LLC | 9,466 | $479K | 0.1% | +122.7% | 0.028% | |
| 4/23/2025 | Western Wealth Management LLC | 196,035 | $9.93M | 0.7% | +9.8% | 0.571% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 11,813 | $598K | 0.0% | N/A | 0.034% | |
| 4/23/2025 | Spire Wealth Management | 168,680 | $8.54M | 0.3% | N/A | 0.491% | |
| 4/23/2025 | Systelligence LLC | 159,879 | $8.10M | 1.9% | -29.4% | 0.465% | |
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