| 8/19/2025 | Advisory Services Network LLC | 154,471 | $7.52M | 0.1% | -6.5% | 1.839% | |
| 8/15/2025 | Captrust Financial Advisors | 19,092 | $933K | 0.0% | -17.0% | 0.227% | |
| 8/14/2025 | Jane Street Group LLC | 37,965 | $1.86M | 0.0% | +154.8% | 0.452% | |
| 8/14/2025 | Raymond James Financial Inc. | 68,787 | $3.36M | 0.0% | +13.2% | 0.819% | |
| 8/14/2025 | Planwiser Financial LLC | 19,949 | $978K | 0.8% | N/A | 0.237% | |
| 8/12/2025 | JPMorgan Chase & Co. | 37,511 | $1.83M | 0.0% | -0.7% | 0.447% | |
| 8/8/2025 | OmniStar Financial Group Inc. | 50,751 | $2.48M | 1.8% | +20.1% | 0.611% | |
| 8/6/2025 | Golden State Wealth Management LLC | 1,593 | $78K | 0.0% | +148.9% | 0.019% | |
| 8/6/2025 | Stonebridge Financial Planning Group LLC | 19,419 | $949K | 0.4% | -6.0% | 0.234% | |
| 8/5/2025 | Sigma Planning Corp | 20,995 | $1.03M | 0.0% | -2.5% | 0.253% | |
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| 8/4/2025 | Great Lakes Retirement Inc. | 25,621 | $1.26M | 0.1% | +11.4% | 0.309% | |
| 8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 10,232 | $500K | 0.1% | -7.0% | 0.123% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 7,285 | $356K | 0.0% | -6.7% | 0.088% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 1,762 | $86K | 0.0% | -63.0% | 0.021% | |
| 7/30/2025 | BG Investment Services Inc. | 34,678 | $1.71M | 2.1% | +14.5% | 0.418% | |
| 7/29/2025 | Flavin Financial Services Inc. | 78,729 | $3.85M | 3.7% | +1.6% | 0.949% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 71,255 | $3.48M | 0.1% | +97.2% | 0.858% | |
| 7/25/2025 | CWM LLC | 4,284 | $209K | 0.0% | N/A | 0.052% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 5,875 | $287K | 0.0% | +13.0% | 0.071% | |
| 7/17/2025 | Fifth Third Securities Inc. | 5,568 | $272K | 0.0% | N/A | 0.067% | |
| 7/16/2025 | Evergreen Private Wealth LLC | 50,245 | $2.45M | 1.0% | +6.9% | 0.605% | |
| 7/10/2025 | Moody National Bank Trust Division | 104,350 | $5.10M | 0.5% | -0.3% | 1.257% | |
| 7/9/2025 | Breakwater Capital Group | 13,310 | $650K | 0.1% | -9.2% | 0.160% | |
| 7/2/2025 | Dentgroup LLC | 47,215 | $2.31M | 1.6% | -0.8% | 0.609% | |
| 5/19/2025 | Jane Street Group LLC | 14,900 | $716K | 0.0% | +187.7% | 0.195% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 7,634 | $367K | 0.0% | N/A | 0.098% | |
| 5/14/2025 | Kestra Advisory Services LLC | 46,729 | $2.25M | 0.0% | +13.0% | 0.599% | |
| 5/13/2025 | Raymond James Financial Inc. | 60,778 | $2.92M | 0.0% | +13.2% | 0.779% | |
| 5/7/2025 | LPL Financial LLC | 353,624 | $16.99M | 0.0% | +0.4% | 4.534% | |
| 5/6/2025 | BG Investment Services Inc. | 30,275 | $1.45M | 1.6% | +68.8% | 0.388% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 665 | $32K | 0.0% | N/A | 0.009% | |
| 5/2/2025 | Sigma Planning Corp | 21,543 | $1.04M | 0.0% | -4.2% | 0.276% | |
| 5/2/2025 | Evergreen Private Wealth LLC | 46,999 | $2.26M | 1.1% | +1.8% | 0.603% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 36,135 | $1.74M | 0.0% | +52.8% | 0.463% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 7,805 | $375K | 0.0% | +31.5% | 0.100% | |
| 4/24/2025 | Sunbelt Securities Inc. | 6,598 | $317K | 0.0% | -49.2% | 0.085% | |
| 4/23/2025 | Flavin Financial Services Inc. | 77,504 | $3.72M | 3.4% | +5.1% | 0.994% | |
| 4/23/2025 | Golden State Wealth Management LLC | 1,280 | $61K | 0.0% | +101.3% | 0.016% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 63,349 | $3.04M | 0.0% | +112.9% | 0.812% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 11,002 | $528K | 0.1% | -29.7% | 0.141% | |
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| 4/17/2025 | Great Lakes Retirement Inc. | 23,005 | $1.11M | 0.1% | -4.7% | 0.295% | |
| 4/14/2025 | Dentgroup LLC | 47,572 | $2.29M | 1.7% | +78.4% | 0.610% | |
| 4/10/2025 | Breakwater Capital Group | 14,662 | $704K | 0.1% | +14.0% | 0.188% | |
| 4/10/2025 | Financial Management Professionals Inc. | 1,025 | $49K | 0.0% | -99.8% | 0.013% | |
| 4/4/2025 | Moody National Bank Trust Division | 104,621 | $5.03M | 0.5% | +3.4% | 1.341% | |
| 2/24/2025 | United Advisor Group LLC | 5,383 | $260K | 0.1% | -22.6% | 0.085% | |
| 2/18/2025 | Sunbelt Securities Inc. | 12,997 | $627K | 0.1% | +172.4% | 0.205% | |
| 2/18/2025 | Stonebridge Financial Planning Group LLC | 21,931 | $1.06M | 0.5% | -6.4% | 0.345% | |
| 2/17/2025 | FWL Investment Management LLC | 1,740 | $84K | 0.0% | -15.2% | 0.027% | |
| 2/17/2025 | Captrust Financial Advisors | 25,450 | $1.23M | 0.0% | -22.8% | 0.401% | |
| 2/14/2025 | Jane Street Group LLC | 5,179 | $250K | 0.0% | -69.2% | 0.082% | |
| 2/13/2025 | Glass Jacobson Investment Advisors llc | 4,762 | $230K | 0.1% | -23.3% | 0.075% | |
| 2/13/2025 | Raymond James Financial Inc. | 53,698 | $2.59M | 0.0% | N/A | 0.846% | |
| 2/13/2025 | Advisory Services Network LLC | 165,991 | $8.01M | 0.1% | -3.5% | 2.614% | |
| 2/12/2025 | JPMorgan Chase & Co. | 16,873 | $814K | 0.0% | +35.4% | 0.266% | |
| 2/12/2025 | BG Investment Services Inc. | 17,934 | $865K | 0.9% | N/A | 0.282% | |
| 2/11/2025 | LPL Financial LLC | 352,276 | $17.00M | 0.0% | +9.6% | 5.548% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 23,649 | $1.14M | 0.0% | -38.4% | 0.372% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 110,057 | $5.31M | 0.0% | +24.8% | 1.733% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 8,855 | $427K | 0.0% | +78.5% | 0.139% | |
| 2/7/2025 | Evergreen Private Wealth LLC | 46,170 | $2.23M | 1.0% | +2.4% | 0.727% | |
| 2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 15,645 | $755K | 0.1% | +9.0% | 0.246% | |
| 2/6/2025 | Raymond James Financial Inc. | 53,698 | $2.59M | 0.0% | N/A | 0.846% | |
| 2/3/2025 | Sigma Planning Corp | 22,490 | $1.09M | 0.0% | +3.2% | 0.354% | |
| 1/31/2025 | Global Retirement Partners LLC | 736 | $36K | 0.0% | +1,652.4% | 0.012% | |
| 1/29/2025 | Great Lakes Retirement Inc. | 24,136 | $1.17M | 0.2% | +2.9% | 0.380% | |
| 1/28/2025 | Golden State Wealth Management LLC | 636 | $31K | 0.0% | N/A | 0.010% | |
| 1/24/2025 | Flavin Financial Services Inc. | 73,738 | $3.56M | 3.4% | N/A | 1.161% | |
| 1/21/2025 | Smith Chas P & Associates PA Cpas | 34,841 | $1.68M | 0.1% | -27.9% | 0.549% | |
| 1/15/2025 | Financial Management Professionals Inc. | 411,846 | $19.87M | 2.5% | +4.3% | 6.486% | |
| 1/14/2025 | Breakwater Capital Group | 12,858 | $620K | 0.1% | +27.6% | 0.202% | |
| 1/13/2025 | Moody National Bank Trust Division | 101,207 | $4.88M | 0.5% | +1.9% | 1.594% | |
| 1/3/2025 | Dentgroup LLC | 26,664 | $1.29M | 1.0% | +18.2% | 0.420% | |
| 12/26/2024 | JPMorgan Chase & Co. | 12,465 | $615K | 0.0% | +422.6% | 0.196% | |
| 11/18/2024 | Sunbelt Securities Inc. | 4,771 | $235K | 0.0% | +11.3% | 0.075% | |
| 11/15/2024 | MML Investors Services LLC | 6,040 | $298K | 0.0% | +12.1% | 0.095% | |
| 11/14/2024 | Captrust Financial Advisors | 32,974 | $1.63M | 0.0% | -19.3% | 0.519% | |
| 11/8/2024 | Stonebridge Financial Planning Group LLC | 23,437 | $1.16M | 0.6% | -5.1% | 0.369% | |
| 11/4/2024 | Sigma Planning Corp | 21,800 | $1.08M | 0.0% | +1.9% | 0.343% | |
| 10/30/2024 | United Advisor Group LLC | 6,954 | $343K | 0.1% | -4.8% | 0.110% | |
| 10/24/2024 | Financial Management Professionals Inc. | 394,801 | $19.47M | 2.4% | +12.4% | 6.217% | |
| 10/23/2024 | Great Lakes Retirement Inc. | 23,448 | $1.16M | 0.1% | N/A | 0.369% | |
| 10/17/2024 | OmniStar Financial Group Inc. | 43,435 | $2.15M | 1.6% | +150.4% | 0.684% | |
| 10/11/2024 | Smith Chas P & Associates PA Cpas | 48,306 | $2.38M | 0.1% | -19.9% | 0.761% | |
| 10/9/2024 | Freestate Advisors LLC | 5,795 | $286K | 0.3% | N/A | 0.091% | |
| 10/2/2024 | Dentgroup LLC | 22,567 | $1.11M | 0.8% | N/A | 0.355% | |
| 8/12/2024 | Glass Jacobson Investment Advisors llc | 6,374 | $305K | 0.1% | -9.8% | 0.100% | |
| 8/10/2024 | Axxcess Wealth Management LLC | 38,313 | $1.83M | 0.0% | N/A | 0.603% | |
| 8/8/2024 | Stonebridge Financial Planning Group LLC | 24,709 | $1.18M | 0.6% | -32.6% | 0.389% | |
| 8/2/2024 | Larson Financial Group LLC | 800 | $38K | 0.0% | N/A | 0.013% | |
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| 7/31/2024 | Commonwealth Equity Services LLC | 112,906 | $5.39M | 0.0% | +14.2% | 1.778% | |
| 7/29/2024 | Smith Chas P & Associates PA Cpas | 60,306 | $2.88M | 0.2% | -16.3% | 0.950% | |
| 7/27/2024 | OmniStar Financial Group Inc. | 17,344 | $829K | 0.8% | +14.5% | 0.273% | |
| 7/26/2024 | Breakwater Capital Group | 8,942 | $427K | 0.1% | +35.2% | 0.141% | |
| 7/10/2024 | Apella Capital LLC | 4,202 | $202K | 0.0% | -5.3% | 0.066% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 4,772 | $219K | 0.0% | N/A | 0.075% | |
| 5/14/2024 | CreativeOne Wealth LLC | 7,457 | $358K | 0.0% | +55.3% | 0.117% | |
| 5/7/2024 | Shared Vision Wealth Group LLC | 5,869 | $282K | 0.2% | -61.4% | 0.092% | |
| 5/6/2024 | Advisory Services Network LLC | 176,271 | $8.46M | 0.2% | -2.3% | 2.776% | |
| 5/2/2024 | Lincoln National Corp | 104,367 | $5.01M | 0.1% | -1.4% | 1.644% | |
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