| 5/29/2025 | Nova Wealth Management Inc. | 34,971 | $734K | 0.6% | N/A | 0.073% | |
| 5/20/2025 | Integrity Alliance LLC. | 13,881 | $291K | 0.0% | N/A | 0.031% | |
| 5/19/2025 | Jane Street Group LLC | 89,889 | $1.89M | 0.0% | -72.3% | 0.199% | |
| 5/16/2025 | Faithward Advisors LLC | 20,204 | $424K | 0.1% | +28.2% | 0.045% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 82,304 | $1.73M | 0.1% | N/A | 0.182% | |
| 5/16/2025 | Kestra Investment Management LLC | 10,622 | $223K | 0.0% | +18.3% | 0.024% | |
| 5/16/2025 | Pinnacle Family Advisors LLC | 30,947 | $650K | 0.4% | N/A | 0.069% | |
| 5/16/2025 | NewEdge Advisors LLC | 138,939 | $2.92M | 0.0% | N/A | 0.308% | |
| 5/16/2025 | Concorde Asset Management LLC | 10,464 | $218K | 0.1% | N/A | 0.023% | |
| 5/15/2025 | Royal Bank of Canada | 245,275 | $5.15M | 0.0% | N/A | 0.543% | |
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| 5/14/2025 | Comerica Bank | 15,584 | $327K | 0.0% | +45.3% | 0.035% | |
| 5/14/2025 | Kestra Advisory Services LLC | 1,352,171 | $28.38M | 0.1% | +82.3% | 2.995% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 36,075 | $757K | 0.0% | +5.6% | 0.080% | |
| 5/13/2025 | Core Wealth Partners LLC | 77,326 | $1.62M | 0.9% | N/A | 0.171% | |
| 5/12/2025 | Maia Wealth LLC | 50,010 | $1.03M | 0.2% | +41.0% | 0.111% | |
| 5/12/2025 | Benjamin Edwards Inc. | 285,756 | $6.00M | 0.1% | +118.9% | 0.633% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 113,195 | $2.38M | 0.0% | +25.7% | 0.251% | |
| 5/8/2025 | Harbour Investments Inc. | 679,776 | $14.27M | 0.4% | +303.8% | 1.506% | |
| 5/8/2025 | FSB Premier Wealth Management Inc. | 168,946 | $3.55M | 1.4% | N/A | 0.374% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 696,398 | $14.62M | 1.1% | N/A | 1.542% | |
| 5/7/2025 | LPL Financial LLC | 3,786,283 | $79.47M | 0.0% | +76.0% | 8.386% | |
| 5/6/2025 | Assetmark Inc. | 357,086 | $7.50M | 0.0% | +33.5% | 0.791% | |
| 5/6/2025 | Cetera Investment Advisers | 1,035,640 | $21.74M | 0.0% | +133.8% | 2.294% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 58,924 | $1.24M | 0.0% | -2.2% | 0.131% | |
| 5/6/2025 | AE Wealth Management LLC | 204,473 | $4.29M | 0.0% | +11.4% | 0.453% | |
| 5/6/2025 | BlueChip Wealth Advisors LLC | 18,874 | $396K | 0.2% | N/A | 0.042% | |
| 5/5/2025 | IFP Advisors Inc | 27,399 | $575K | 0.0% | +3,299.4% | 0.061% | |
| 5/5/2025 | OneAscent Financial Services LLC | 19,434 | $408K | 0.0% | +65.6% | 0.043% | |
| 5/5/2025 | Impact Partnership Wealth LLC | 34,671 | $728K | 0.2% | +58.4% | 0.077% | |
| 5/5/2025 | Private Advisor Group LLC | 549,372 | $11.53M | 0.1% | N/A | 1.217% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 362,440 | $7.61M | 0.1% | N/A | 0.803% | |
| 5/2/2025 | Apollon Wealth Management LLC | 20,729 | $435K | 0.0% | N/A | 0.046% | |
| 5/2/2025 | Sigma Planning Corp | 301,512 | $6.33M | 0.2% | N/A | 0.668% | |
| 5/1/2025 | Stephens Inc. AR | 1,261,287 | $26.47M | 0.4% | N/A | 3.138% | |
| 5/1/2025 | Acorn Wealth Advisors LLC | 81,284 | $1.71M | 0.7% | +7.5% | 0.202% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 2,605 | $55K | 0.1% | +22.7% | 0.006% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 22,957 | $482K | 0.1% | N/A | 0.057% | |
| 4/30/2025 | Synergy Investment Management LLC | 13,667 | $287K | 0.1% | N/A | 0.034% | |
| 4/29/2025 | Raleigh Capital Management Inc. | 5,894 | $124K | 0.1% | +30.5% | 0.015% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 2,571,810 | $53.98M | 0.0% | +43.7% | 6.398% | |
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| 4/29/2025 | Bank of New York Mellon Corp | 275,961 | $5.79M | 0.0% | +24.3% | 0.686% | |
| 4/29/2025 | Seascape Capital Management | 1,082,181 | $22.72M | 7.9% | N/A | 2.692% | |
| 4/29/2025 | Strategic Blueprint LLC | 12,742 | $267K | 0.0% | N/A | 0.032% | |
| 4/28/2025 | Private Trust Co. NA | 6,111 | $128K | 0.0% | N/A | 0.015% | |
| 4/28/2025 | Rossby Financial LCC | 4,455 | $93K | 0.0% | N/A | 0.011% | |
| 4/28/2025 | ABLE Financial Group LLC | 10,020 | $210K | 0.1% | N/A | 0.025% | |
| 4/24/2025 | Philip James Wealth Mangement LLC | 299,553 | $6.29M | 0.8% | +16.8% | 0.745% | |
| 4/23/2025 | Perigon Wealth Management LLC | 54,625 | $1.15M | 0.0% | +37.5% | 0.136% | |
| 4/23/2025 | Spire Wealth Management | 4,634 | $97K | 0.0% | N/A | 0.012% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 505,367 | $10.61M | 0.0% | +26.4% | 1.257% | |
| 4/22/2025 | LVZ Inc. | 3,016,525 | $63.32M | 8.3% | +9.6% | 7.504% | |
| 4/21/2025 | ORG Wealth Partners LLC | 1,178 | $25K | 0.0% | N/A | 0.003% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 231,633 | $4.86M | 0.0% | +23.1% | 0.576% | |
| 4/21/2025 | Centennial Wealth Advisory LLC | 159,639 | $3.35M | 1.2% | +72.7% | 0.397% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 280,289 | $5.88M | 0.0% | N/A | 0.697% | |
| 4/17/2025 | Cyndeo Wealth Partners LLC | 923,275 | $19.38M | 1.3% | +7.7% | 2.297% | |
| 4/17/2025 | Keystone Wealth Services LLC | 28,478 | $598K | 0.2% | N/A | 0.071% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 37,421 | $785K | 0.1% | -4.5% | 0.093% | |
| 4/15/2025 | Simplicity Wealth LLC | 10,479 | $220K | 0.0% | N/A | 0.026% | |
| 4/14/2025 | Park Avenue Securities LLC | 116,647 | $2.45M | 0.0% | +29.2% | 0.290% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 40,800 | $856K | 0.0% | N/A | 0.101% | |
| 4/10/2025 | Iams Wealth Management LLC | 129,437 | $2.72M | 1.2% | N/A | 0.322% | |
| 4/9/2025 | RFG Advisory LLC | 30,905 | $649K | 0.0% | N/A | 0.094% | |
| 4/9/2025 | HBW Advisory Services LLC | 305,002 | $6.40M | 0.9% | +35.9% | 0.923% | |
| 4/8/2025 | Private Client Services LLC | 17,758 | $373K | 0.2% | N/A | 0.054% | |
| 2/17/2025 | Cetera Investment Advisers | 443,021 | $9.15M | 0.0% | N/A | 59.069% | |
| 2/17/2025 | Citadel Advisors LLC | 66,385 | $1.37M | 0.0% | +73.3% | 8.851% | |
| 2/17/2025 | Benjamin Edwards Inc. | 130,558 | $2.70M | 0.0% | +224.9% | 17.408% | |
| 2/14/2025 | Jane Street Group LLC | 325,001 | $6.71M | 0.0% | +2,459.5% | 43.333% | |
| 2/14/2025 | Comerica Bank | 10,726 | $221K | 0.0% | N/A | 1.430% | |
| 2/14/2025 | Topsail Wealth Management LLC | 5,335 | $110K | 0.0% | N/A | 0.711% | |
| 2/14/2025 | First Trust Advisors LP | 532,647 | $11.00M | 0.0% | N/A | 71.019% | |
| 2/14/2025 | GeoWealth Management LLC | 19,821 | $409K | 0.0% | N/A | 2.643% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 25,311 | $523K | 0.0% | N/A | 3.375% | |
| 2/13/2025 | Stenger Family Office LLC | 117,183 | $2.21M | 0.8% | N/A | 15.624% | |
| 2/13/2025 | Faithward Advisors LLC | 15,763 | $326K | 0.1% | +10.5% | 2.102% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,790,140 | $36.97M | 0.0% | N/A | 238.685% | |
| 2/12/2025 | OneAscent Financial Services LLC | 11,733 | $242K | 0.0% | N/A | 1.564% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 184,739 | $3.82M | 0.0% | N/A | 24.632% | |
| 2/11/2025 | LPL Financial LLC | 2,151,825 | $44.44M | 0.0% | N/A | 286.909% | |
| 2/10/2025 | Harbour Investments Inc. | 168,346 | $3.48M | 0.1% | +22.0% | 22.446% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 188,153 | $3.89M | 0.0% | N/A | 25.087% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 333,943 | $6.90M | 0.0% | +6.7% | 44.526% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 60,278 | $1.25M | 0.0% | +122.3% | 8.037% | |
| 2/6/2025 | Vestmark Advisory Solutions Inc. | 34,146 | $705K | 0.0% | N/A | 4.553% | |
| 2/6/2025 | LVZ Inc. | 2,753,129 | $56.85M | 7.3% | N/A | 367.083% | |
| 2/6/2025 | Atria Investments Inc | 60,878 | $1.26M | 0.0% | N/A | 8.117% | |
| 2/6/2025 | Assetmark Inc. | 267,578 | $5.53M | 0.0% | N/A | 35.677% | |
| 2/5/2025 | Maia Wealth LLC | 35,473 | $734K | 0.2% | +12.9% | 4.730% | |
| 2/4/2025 | Bank of New York Mellon Corp | 221,955 | $4.58M | 0.0% | N/A | 29.594% | |
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| 2/4/2025 | Acorn Wealth Advisors LLC | 75,607 | $1.56M | 0.6% | N/A | 10.081% | |
| 1/31/2025 | Global Retirement Partners LLC | 1,745 | $36K | 0.0% | N/A | 0.233% | |
| 1/31/2025 | Kestra Investment Management LLC | 8,979 | $185K | 0.0% | N/A | 1.197% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 90,036 | $1.86M | 0.0% | N/A | 12.005% | |
| 1/31/2025 | Truist Financial Corp | 54,939 | $1.13M | 0.0% | +306.5% | 7.325% | |
| 1/31/2025 | Sanctuary Advisors LLC | 123,803 | $2.56M | 0.0% | +59.3% | 16.507% | |
| 1/31/2025 | Philip James Wealth Mangement LLC | 256,511 | $5.30M | 0.7% | N/A | 34.201% | |
| 1/30/2025 | Principal Securities Inc. | 9,174 | $189K | 0.0% | N/A | 1.223% | |
| 1/27/2025 | Centennial Wealth Advisory LLC | 92,434 | $1.91M | 0.7% | +230.2% | 12.325% | |
| 1/24/2025 | GPS Wealth Strategies Group LLC | 39,199 | $809K | 0.1% | +1.3% | 5.227% | |
