| 5/16/2025 | Jones Financial Companies Lllp | 154,840 | $7.05M | 0.0% | +21,024.1% | 3.066% | |
| 5/14/2025 | Islay Capital Management LLC | 27,102 | $1.27M | 0.9% | +66.2% | 0.537% | |
| 5/14/2025 | Kestra Advisory Services LLC | 220,061 | $10.33M | 0.0% | +7.4% | 4.358% | |
| 5/14/2025 | Flow Traders U.S. LLC | 28,240 | $1.33M | 0.1% | -46.0% | 0.559% | |
| 5/13/2025 | Raymond James Financial Inc. | 91,981 | $4.32M | 0.0% | -7.7% | 1.821% | |
| 5/12/2025 | National Bank of Canada FI | 8,189 | $384K | 0.0% | -14.4% | 0.162% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 12,482 | $586K | 0.0% | +32.2% | 0.247% | |
| 5/8/2025 | Hoxton Planning & Management LLC | 5,702 | $268K | 0.1% | N/A | 0.113% | |
| 5/6/2025 | Cetera Investment Advisers | 8,340 | $392K | 0.0% | N/A | 0.165% | |
| 5/5/2025 | Calton & Associates Inc. | 82,391 | $3.87M | 0.5% | +384.4% | 1.632% | |
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| 5/2/2025 | Cullen Frost Bankers Inc. | 15,519 | $729K | 0.0% | +4.4% | 0.307% | |
| 5/2/2025 | Sigma Planning Corp | 4,306 | $202K | 0.0% | -19.2% | 0.085% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 28,292 | $1.33M | 0.0% | +84.4% | 0.560% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 141,291 | $6.64M | 0.0% | -10.8% | 2.798% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 4,324 | $202K | 0.0% | N/A | 0.086% | |
| 4/25/2025 | Salus Financial Advisors LLC | 45,061 | $2.12M | 1.6% | +10.4% | 0.892% | |
| 4/23/2025 | Virtus Wealth Solutions LLC | 4,622 | $217K | 0.1% | -5.5% | 0.092% | |
| 4/23/2025 | Valmark Advisers Inc. | 41,069 | $1.93M | 0.0% | -3.1% | 0.813% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 16,474 | $774K | 0.0% | +15.5% | 0.326% | |
| 4/21/2025 | Norris Perne & French LLP MI | 4,505 | $212K | 0.0% | -50.3% | 0.089% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 5,205,000 | $244.43M | 2.4% | +2.0% | 103.069% | |
| 4/16/2025 | Marshall Financial Group LLC | 16,494 | $775K | 0.2% | -1.3% | 0.327% | |
| 4/15/2025 | Noble Wealth Management PBC | 2,990 | $140K | 0.1% | -13.1% | 0.059% | |
| 4/14/2025 | Millington Financial Advisors LLC | 45,561 | $2.08M | 1.3% | +5.0% | 0.902% | |
| 4/14/2025 | Park Avenue Securities LLC | 10,987 | $516K | 0.0% | -15.8% | 0.218% | |
| 4/14/2025 | Griffith & Werner Inc. | 5,017 | $236K | 0.1% | N/A | 0.099% | |
| 4/10/2025 | Lakeshore Capital Group Inc. | 102,182 | $4.80M | 4.6% | N/A | 2.023% | |
| 2/18/2025 | Glen Eagle Advisors LLC | 10,091 | $468K | 0.1% | +3.8% | 0.215% | |
| 2/17/2025 | Salus Financial Advisors LLC | 40,817 | $1.89M | 1.5% | N/A | 0.868% | |
| 2/17/2025 | Citadel Advisors LLC | 6,538 | $303K | 0.0% | N/A | 0.139% | |
| 2/17/2025 | Bank of America Corp DE | 91,160 | $4.23M | 0.0% | +0.6% | 1.940% | |
| 2/14/2025 | Bellwether Advisors LLC | 1,453 | $67K | 0.0% | N/A | 0.031% | |
| 2/14/2025 | Susquehanna International Group LLP | 51,609 | $2.39M | 0.0% | +516.4% | 1.098% | |
| 2/14/2025 | GeoWealth Management LLC | 11,779 | $546K | 0.0% | -90.6% | 0.251% | |
| 2/13/2025 | Virtus Wealth Solutions LLC | 4,893 | $227K | 0.1% | N/A | 0.104% | |
| 2/13/2025 | Sagespring Wealth Partners LLC | 5,103,000 | $236.68M | 2.5% | N/A | 108.574% | |
| 2/13/2025 | Raymond James Financial Inc. | 99,662 | $4.62M | 0.0% | N/A | 2.120% | |
| 2/13/2025 | Advisory Services Network LLC | 12,410 | $576K | 0.0% | -5.0% | 0.264% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 158,436 | $7.35M | 0.0% | +10.9% | 3.371% | |
| 2/13/2025 | Islay Capital Management LLC | 16,306 | $756K | 0.5% | +5.0% | 0.347% | |
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| 2/12/2025 | National Bank of Canada FI | 9,569 | $444K | 0.0% | +16.9% | 0.204% | |
| 2/12/2025 | JPMorgan Chase & Co. | 25,727 | $1.19M | 0.0% | -32.3% | 0.547% | |
| 2/11/2025 | LPL Financial LLC | 19,134 | $887K | 0.0% | -81.9% | 0.407% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 6,660 | $314K | 0.0% | -5.5% | 0.142% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 171,798 | $7.97M | 0.0% | +3.6% | 3.655% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 9,439 | $438K | 0.0% | +71.1% | 0.201% | |
| 2/6/2025 | Raymond James Financial Inc. | 99,662 | $4.62M | 0.0% | N/A | 2.120% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 14,870 | $690K | 0.0% | +56.5% | 0.316% | |
| 2/6/2025 | Jones Financial Companies Lllp | 733 | $34K | 0.0% | +266.5% | 0.016% | |
| 2/5/2025 | Noble Wealth Management PBC | 3,440 | $160K | 0.1% | N/A | 0.073% | |
| 2/5/2025 | Kovack Advisors Inc. | 6,232 | $289K | 0.0% | N/A | 0.133% | |
| 2/4/2025 | Millington Financial Advisors LLC | 43,399 | $2.01M | 1.2% | +23.9% | 0.923% | |
| 2/4/2025 | IFP Advisors Inc | 16,270 | $755K | 0.0% | +14.5% | 0.346% | |
| 2/3/2025 | Sigma Planning Corp | 5,329 | $247K | 0.0% | +9.4% | 0.113% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 14,988 | $695K | 0.0% | N/A | 0.319% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 6,638 | $309K | 0.0% | -4.1% | 0.141% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 5,942 | $276K | 0.0% | -4.5% | 0.126% | |
| 1/30/2025 | Valmark Advisers Inc. | 42,380 | $1.97M | 0.0% | +8.3% | 0.902% | |
| 1/27/2025 | Stratos Investment Management LLC | 6,332 | $294K | 0.0% | N/A | 0.135% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 15,341 | $712K | 0.0% | +13.1% | 0.326% | |
| 1/24/2025 | Spire Wealth Management | 931 | $43K | 0.0% | N/A | 0.020% | |
| 1/22/2025 | PFG Investments LLC | 5,131 | $238K | 0.0% | -7.3% | 0.109% | |
| 1/21/2025 | McGlone Suttner Wealth Management Inc. | 4,564 | $212K | 0.0% | N/A | 0.097% | |
| 1/13/2025 | Eastern Bank | 1,140 | $53K | 0.0% | -18.6% | 0.024% | |
| 12/26/2024 | JPMorgan Chase & Co. | 38,009 | $1.84M | 0.0% | +52.6% | 0.809% | |
| 11/15/2024 | MML Investors Services LLC | 9,205 | $445K | 0.0% | +5.4% | 0.196% | |
| 11/15/2024 | Glen Eagle Advisors LLC | 9,721 | $470K | 0.1% | +32.2% | 0.207% | |
| 11/15/2024 | Jane Street Group LLC | 39,352 | $1.90M | 0.0% | +159.8% | 0.837% | |
| 11/14/2024 | Flow Traders U.S. LLC | 9,417 | $455K | 0.0% | +3.0% | 0.200% | |
| 11/13/2024 | FMR LLC | 567 | $27K | 0.0% | +150.9% | 0.012% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 7,050 | $342K | 0.0% | -18.6% | 0.150% | |
| 10/25/2024 | Valmark Advisers Inc. | 39,120 | $1.89M | 0.0% | -5.8% | 0.832% | |
| 10/24/2024 | PFG Investments LLC | 5,533 | $267K | 0.0% | N/A | 0.118% | |
| 10/22/2024 | Eastern Bank | 1,400 | $68K | 0.0% | N/A | 0.030% | |
| 10/17/2024 | OmniStar Financial Group Inc. | 14,781 | $719K | 0.5% | +10.2% | 0.314% | |
| 10/16/2024 | Marshall Financial Group LLC | 16,890 | $816K | 0.2% | N/A | 0.359% | |
| 10/3/2024 | Park Avenue Securities LLC | 12,937 | $625K | 0.0% | +2.1% | 0.275% | |
| 8/16/2024 | Creative Planning | 6,800 | $313K | 0.0% | N/A | 0.145% | |
| 8/8/2024 | J.W. Cole Advisors Inc. | 6,042 | $278K | 0.0% | +9.4% | 0.129% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 151,702 | $6.98M | 0.0% | +13.3% | 3.228% | |
| 8/6/2024 | Cullen Frost Bankers Inc. | 4,800 | $221K | 0.0% | +44.1% | 0.102% | |
| 8/1/2024 | Valmark Advisers Inc. | 41,547 | $1.91M | 0.0% | +6.3% | 0.884% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 95,506 | $4.40M | 0.0% | +329.6% | 2.032% | |
| 7/30/2024 | Millington Financial Advisors LLC | 30,512 | $1.41M | 1.0% | +0.9% | 0.649% | |
| 7/27/2024 | OmniStar Financial Group Inc. | 13,417 | $618K | 0.6% | +2.5% | 0.285% | |
| 7/19/2024 | Calton & Associates Inc. | 16,955 | $781K | 0.4% | +27.6% | 0.361% | |
| 7/9/2024 | Park Avenue Securities LLC | 12,668 | $583K | 0.0% | +45.3% | 0.270% | |
| 5/17/2024 | Comerica Bank | 589 | $27K | 0.0% | -77.9% | 0.013% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 5,312 | $247K | 0.0% | -15.3% | 0.113% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 22,230 | $1.03M | 0.0% | +31.3% | 0.478% | |
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| 4/29/2024 | RWA Wealth Partners LLC | 11,548 | $537K | 0.0% | -5.9% | 0.248% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 69,091 | $3.21M | 0.0% | +58.3% | 1.486% | |
| 4/16/2024 | Norris Perne & French LLP MI | 8,193 | $381K | 0.0% | +15.1% | 0.221% | |
| 4/16/2024 | Calton & Associates Inc. | 13,284 | $618K | 0.3% | +138.9% | 0.359% | |
| 4/13/2024 | Hoxton Planning & Management LLC | 22,156 | $1.03M | 0.5% | -26.7% | 0.599% | |
| 4/10/2024 | Park Avenue Securities LLC | 8,720 | $405K | 0.0% | +64.8% | 0.236% | |
| 2/9/2024 | Advisory Services Network LLC | 12,704 | $597K | 0.0% | +2.8% | 0.343% | |
| 2/7/2024 | Calton & Associates Inc. | 5,561 | $261K | 0.1% | N/A | 0.150% | |
| 2/6/2024 | Lincoln National Corp | 9,604 | $452K | 0.0% | N/A | 0.260% | |
| 2/6/2024 | National Bank of Canada FI | 6,401 | $299K | 0.0% | N/A | 0.173% | |
