| 5/20/2025 | Belpointe Asset Management LLC | 8,258 | $492K | 0.0% | N/A | 0.066% | |
| 5/19/2025 | Jane Street Group LLC | 8,634 | $515K | 0.0% | +112.6% | 0.069% | |
| 5/16/2025 | Jones Financial Companies Lllp | 11,873 | $708K | 0.0% | +4,519.8% | 0.095% | |
| 5/16/2025 | NewEdge Advisors LLC | 7,076 | $422K | 0.0% | -10.9% | 0.057% | |
| 5/15/2025 | Royal Bank of Canada | 40,964 | $2.44M | 0.0% | -4.8% | 0.328% | |
| 5/14/2025 | Comerica Bank | 3,262 | $194K | 0.0% | -11.7% | 0.026% | |
| 5/14/2025 | Freedom Investment Management Inc. | 312,115 | $18.60M | 1.6% | +0.2% | 2.497% | |
| 5/14/2025 | Synovus Financial Corp | 89,272 | $5.32M | 0.1% | +6.7% | 0.714% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 9,761 | $582K | 0.0% | +2.7% | 0.078% | |
| 5/14/2025 | Lionshead Wealth Management LLC | 52,977 | $3.16M | 3.3% | -41.1% | 0.424% | |
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| 5/14/2025 | Kestra Advisory Services LLC | 18,973 | $1.13M | 0.0% | -57.7% | 0.152% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 104,832 | $6.25M | 0.1% | +2.8% | 0.839% | |
| 5/13/2025 | Raymond James Financial Inc. | 161,522 | $9.63M | 0.0% | +22.5% | 1.292% | |
| 5/13/2025 | HighTower Advisors LLC | 176,429 | $10.52M | 0.0% | -0.7% | 1.411% | |
| 5/9/2025 | Wealthspire Advisors LLC | 6,739 | $402K | 0.0% | -48.9% | 0.054% | |
| 5/9/2025 | Blair William & Co. IL | 6,982 | $416K | 0.0% | +30.5% | 0.056% | |
| 5/9/2025 | L & S Advisors Inc | 21,579 | $1.29M | 0.2% | +8.3% | 0.172% | |
| 5/8/2025 | Clearwater Capital Advisors LLC | 171,741 | $10.24M | 1.0% | +3.0% | 1.368% | |
| 5/7/2025 | LPL Financial LLC | 198,964 | $11.86M | 0.0% | -75.3% | 1.585% | |
| 5/6/2025 | Cetera Investment Advisers | 65,948 | $3.93M | 0.0% | -12.3% | 0.525% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 17,211 | $1.03M | 0.0% | +43.4% | 0.137% | |
| 5/6/2025 | BlueChip Wealth Advisors LLC | 3,610 | $215K | 0.1% | N/A | 0.029% | |
| 5/5/2025 | Private Advisor Group LLC | 207,854 | $12.39M | 0.1% | +0.8% | 1.656% | |
| 5/2/2025 | Theory Financial LLC | 67,911 | $4.05M | 1.7% | +29.5% | 0.541% | |
| 5/2/2025 | Lauer Wealth LLC | 78,026 | $4.49M | 3.5% | +3.4% | 0.622% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 92,397 | $5.51M | 0.0% | -21.5% | 0.736% | |
| 4/29/2025 | World Investment Advisors | 16,522 | $985K | 0.0% | -81.1% | 0.132% | |
| 4/28/2025 | Great Point Wealth Advisors LLC | 59,905 | $3.57M | 0.8% | -1.9% | 0.477% | |
| 4/28/2025 | DAVENPORT & Co LLC | 596,134 | $35.53M | 0.2% | +8.5% | 4.750% | |
| 4/25/2025 | Mather Group LLC. | 25,784 | $1.54M | 0.0% | -8.6% | 0.205% | |
| 4/25/2025 | Unified Investment Management | 3,770 | $225K | 0.3% | -40.3% | 0.030% | |
| 4/25/2025 | Financial Insights Inc. | 3,563 | $212K | 0.1% | -41.7% | 0.028% | |
| 4/23/2025 | Sylvest Advisors LLC | 35,444 | $2.11M | 1.3% | N/A | 0.282% | |
| 4/23/2025 | Golden State Wealth Management LLC | 2,100 | $125K | 0.0% | +100.0% | 0.017% | |
| 4/23/2025 | Davidson Kahn Capital Management LLC | 66,886 | $3.99M | 3.1% | +17.6% | 0.533% | |
| 4/23/2025 | GHP Investment Advisors Inc. | 40,774 | $2.43M | 0.1% | -4.4% | 0.325% | |
| 4/23/2025 | Team Financial Group LLC | 8,400 | $501K | 0.3% | -34.9% | 0.067% | |
| 4/22/2025 | Consolidated Planning Corp | 183,122 | $10.91M | 1.5% | +3.4% | 1.459% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 102,102 | $6.09M | 0.0% | -5.0% | 0.814% | |
| 4/22/2025 | Envision Financial LLC | 12,382 | $738K | 0.6% | -9.3% | 0.099% | |
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| 4/21/2025 | Provident Wealth Management LLC | 91,457 | $5.45M | 1.9% | N/A | 0.729% | |
| 4/21/2025 | PSI Advisors LLC | 7,675 | $457K | 0.1% | -4.8% | 0.061% | |
| 4/18/2025 | CENTRAL TRUST Co | 28,478 | $1.70M | 0.0% | +9.7% | 0.227% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 64,051 | $3.82M | 0.0% | +25.4% | 0.510% | |
| 4/17/2025 | Pacific Sun Financial Corp | 10,955 | $653K | 0.4% | -2.2% | 0.087% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 9,473 | $565K | 0.0% | +6.1% | 0.075% | |
| 4/14/2025 | NewSquare Capital LLC | 36,606 | $2.18M | 0.2% | +2.1% | 0.292% | |
| 4/14/2025 | Revolve Wealth Partners LLC | 3,616 | $216K | 0.0% | N/A | 0.029% | |
| 4/10/2025 | Breakwater Capital Group | 89,242 | $5.32M | 0.9% | +10.0% | 0.711% | |
| 4/10/2025 | Cathy Pareto & Associates Inc. | 9,781 | $583K | 0.5% | -9.7% | 0.078% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 8,928 | $558K | 0.0% | +6.5% | 0.071% | |
| 3/5/2025 | Financial Insights Inc. | 6,111 | $382K | 0.1% | -11.9% | 0.048% | |
| 2/18/2025 | Note Advisors LLC | 5,718 | $357K | 0.3% | N/A | 0.043% | |
| 2/17/2025 | Waverly Advisors LLC | 15,338 | $959K | 0.0% | -1.2% | 0.114% | |
| 2/17/2025 | Lionshead Wealth Management LLC | 89,899 | $5.62M | 4.1% | N/A | 0.668% | |
| 2/17/2025 | Cresset Asset Management LLC | 6,975 | $436K | 0.0% | -50.0% | 0.052% | |
| 2/17/2025 | Cetera Investment Advisers | 75,193 | $4.70M | 0.0% | -20.8% | 0.559% | |
| 2/17/2025 | Baird Financial Group Inc. | 292,225 | $18.27M | 0.0% | +3.5% | 2.173% | |
| 2/17/2025 | Bank of America Corp DE | 491,722 | $30.74M | 0.0% | -18.7% | 3.656% | |
| 2/17/2025 | Ameriprise Financial Inc. | 32,839 | $2.05M | 0.0% | +5.7% | 0.244% | |
| 2/14/2025 | Davidson Kahn Capital Management LLC | 56,897 | $3.56M | 3.3% | N/A | 0.423% | |
| 2/14/2025 | Jane Street Group LLC | 4,062 | $254K | 0.0% | -84.2% | 0.030% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 6,927 | $433K | 0.0% | +7.8% | 0.052% | |
| 2/14/2025 | Price T Rowe Associates Inc. MD | 14,651 | $916K | 0.0% | -8.4% | 0.109% | |
| 2/14/2025 | Stifel Financial Corp | 7,827 | $489K | 0.0% | +2.8% | 0.058% | |
| 2/14/2025 | Freedom Investment Management Inc. | 311,552 | $19.48M | 1.6% | -5.5% | 2.316% | |
| 2/13/2025 | NewEdge Advisors LLC | 7,943 | $497K | 0.0% | -2.8% | 0.059% | |
| 2/13/2025 | Synovus Financial Corp | 83,667 | $5.23M | 0.1% | -1.4% | 0.622% | |
| 2/13/2025 | Crux Wealth Advisors | 42,087 | $2.63M | 1.5% | N/A | 0.313% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 16,133 | $1.01M | 0.0% | -9.1% | 0.120% | |
| 2/13/2025 | Raymond James Financial Inc. | 131,897 | $8.25M | 0.0% | N/A | 0.981% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 117,758 | $7.36M | 0.0% | -3.7% | 0.876% | |
| 2/13/2025 | Wells Fargo & Company MN | 131,017 | $8.19M | 0.0% | -0.7% | 0.974% | |
| 2/12/2025 | World Investment Advisors | 87,478 | $5.47M | 0.1% | -0.3% | 0.650% | |
| 2/12/2025 | L & S Advisors Inc | 19,926 | $1.25M | 0.1% | -11.4% | 0.148% | |
| 2/12/2025 | Blair William & Co. IL | 5,350 | $334K | 0.0% | +599.3% | 0.040% | |
| 2/12/2025 | JPMorgan Chase & Co. | 153,407 | $9.59M | 0.0% | +28.1% | 1.141% | |
| 2/11/2025 | LPL Financial LLC | 804,153 | $50.27M | 0.0% | +536.6% | 5.979% | |
| 2/10/2025 | Clearwater Capital Advisors LLC | 166,709 | $10.42M | 1.0% | +5.2% | 1.239% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 5,851 | $366K | 0.0% | +9.2% | 0.044% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 54,228 | $3.39M | 0.0% | +38.1% | 0.403% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 11,998 | $750K | 0.0% | +27.3% | 0.089% | |
| 2/7/2025 | HighTower Advisors LLC | 177,751 | $11.11M | 0.0% | -0.8% | 1.322% | |
| 2/7/2025 | Capital Management Corp VA | 4,586 | $287K | 0.1% | +4.6% | 0.034% | |
| 2/6/2025 | Raymond James Financial Inc. | 131,897 | $8.25M | 0.0% | N/A | 0.981% | |
| 2/6/2025 | Assetmark Inc. | 1,241 | $78K | 0.0% | N/A | 0.009% | |
| 2/6/2025 | NewSquare Capital LLC | 35,868 | $2.24M | 0.2% | +2.3% | 0.267% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 102,023 | $6.38M | 0.1% | +0.9% | 0.759% | |
| 2/6/2025 | Unified Investment Management | 6,318 | $395K | 0.4% | N/A | 0.047% | |
| 2/4/2025 | Bank of New York Mellon Corp | 45,652 | $2.85M | 0.0% | N/A | 0.339% | |
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| 2/4/2025 | Theory Financial LLC | 52,434 | $3.28M | 1.4% | -1.3% | 0.390% | |
| 2/4/2025 | Wealthspire Advisors LLC | 13,194 | $825K | 0.0% | +91.7% | 0.098% | |
| 2/3/2025 | Private Advisor Group LLC | 206,169 | $12.89M | 0.1% | +7.8% | 1.533% | |
| 1/31/2025 | Global Retirement Partners LLC | 594 | $37K | 0.0% | -72.6% | 0.004% | |
| 1/31/2025 | Truist Financial Corp | 448,601 | $28.04M | 0.0% | -6.2% | 3.335% | |
| 1/30/2025 | Stanich Group LLC | 4,118 | $257K | 0.2% | N/A | 0.031% | |
| 1/30/2025 | Allworth Financial LP | 394 | $26K | 0.0% | N/A | 0.003% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 193,969 | $12.13M | 0.4% | N/A | 1.442% | |
| 1/30/2025 | Vicus Capital | 6,000 | $375K | 0.0% | -11.1% | 0.045% | |
| 1/29/2025 | Consolidated Planning Corp | 177,105 | $11.07M | 1.5% | +9.6% | 1.317% | |
