| 5/21/2025 | Schmidt P J Investment Management Inc. | 4,679 | $279K | 0.1% | N/A | 0.030% | |
| 5/16/2025 | Ascent Group LLC | 5,063 | $302K | 0.0% | N/A | 0.033% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 27,791 | $1.66M | 0.0% | N/A | 0.182% | |
| 5/16/2025 | Jones Financial Companies Lllp | 1,282 | $76K | 0.0% | -85.4% | 0.008% | |
| 5/16/2025 | NewEdge Advisors LLC | 7,274 | $433K | 0.0% | -5.8% | 0.048% | |
| 5/15/2025 | Royal Bank of Canada | 165,041 | $9.84M | 0.0% | +0.5% | 1.082% | |
| 5/15/2025 | MAI Capital Management | 150,146 | $8.95M | 0.1% | -0.9% | 0.985% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 11,131 | $663K | 0.3% | -22.9% | 0.073% | |
| 5/14/2025 | Cedar Point Capital Partners LLC | 52,941 | $3.16M | 2.1% | +1.3% | 0.347% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 59,202 | $3.53M | 0.3% | +81.6% | 0.388% | |
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| 5/14/2025 | Kestra Advisory Services LLC | 149,188 | $8.89M | 0.0% | +1.4% | 0.978% | |
| 5/14/2025 | Flow Traders U.S. LLC | 27,706 | $1.65M | 0.1% | N/A | 0.182% | |
| 5/12/2025 | Condor Capital Management | 107,365 | $6.40M | 0.6% | +3.2% | 0.704% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 41,323 | $2.46M | 0.3% | -13.0% | 0.271% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 30,177 | $1.80M | 0.0% | +15.0% | 0.198% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 13,028 | $776K | 0.0% | +4.6% | 0.085% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 853,494 | $50.86M | 0.1% | -6.0% | 5.597% | |
| 5/8/2025 | Certified Advisory Corp | 5,440 | $324K | 0.0% | +55.1% | 0.036% | |
| 5/8/2025 | Hoxton Planning & Management LLC | 8,830 | $526K | 0.2% | N/A | 0.058% | |
| 5/8/2025 | Arkadios Wealth Advisors | 3,635 | $217K | 0.0% | N/A | 0.024% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 13,221 | $788K | 0.0% | +287.6% | 0.087% | |
| 5/7/2025 | Vantage Financial Partners LLC | 146,079 | $8.71M | 2.2% | +116.2% | 0.958% | |
| 5/7/2025 | LPL Financial LLC | 254,081 | $15.14M | 0.0% | +33.8% | 1.666% | |
| 5/6/2025 | Assetmark Inc. | 3,561 | $212K | 0.0% | +29.6% | 0.023% | |
| 5/6/2025 | Cetera Investment Advisers | 164,881 | $9.83M | 0.0% | +40.5% | 1.081% | |
| 5/6/2025 | Kovack Advisors Inc. | 5,531 | $330K | 0.0% | +7.4% | 0.036% | |
| 5/6/2025 | AE Wealth Management LLC | 95,701 | $5.70M | 0.0% | +7.3% | 0.628% | |
| 5/6/2025 | Goodwin Investment Advisory | 65,187 | $3.88M | 6.0% | -65.7% | 0.427% | |
| 5/6/2025 | PFG Advisors | 42,753 | $2.55M | 0.1% | -4.6% | 0.280% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 13,567 | $808K | 0.0% | +68.2% | 0.089% | |
| 5/5/2025 | IFP Advisors Inc | 3,141 | $187K | 0.0% | N/A | 0.021% | |
| 5/5/2025 | Mowery & Schoenfeld Wealth Management LLC | 861 | $51K | 0.1% | N/A | 0.006% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 101,902 | $6.07M | 0.1% | +18.9% | 0.668% | |
| 5/2/2025 | Montis Financial LLC | 14,087 | $839K | 0.2% | -16.2% | 0.092% | |
| 5/2/2025 | Dynasty Wealth Management LLC | 4,868 | $290K | 0.0% | -99.8% | 0.032% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 6,507 | $388K | 0.0% | +142.5% | 0.043% | |
| 5/2/2025 | Sigma Planning Corp | 23,943 | $1.43M | 0.0% | +22.8% | 0.157% | |
| 5/1/2025 | Prism Advisors Inc. | 81,530 | $4.86M | 1.5% | -12.0% | 0.535% | |
| 4/30/2025 | Cerity Partners LLC | 7,845 | $468K | 0.0% | +11.0% | 0.051% | |
| 4/30/2025 | Allworth Financial LP | 9,544 | $549K | 0.0% | +2.9% | 0.063% | |
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| 4/30/2025 | Axxcess Wealth Management LLC | 4,230 | $252K | 0.0% | N/A | 0.028% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 9,120 | $543K | 0.0% | N/A | 0.060% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,303,785 | $77.69M | 0.0% | +14.6% | 8.549% | |
| 4/25/2025 | Custos Family Office LLC | 319,243 | $19.02M | 6.7% | -0.4% | 2.232% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 9,432 | $576K | 0.0% | -9.0% | 0.066% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 252,014 | $15.02M | 0.7% | N/A | 1.762% | |
| 4/25/2025 | Colonial River Investments LLC | 4,293 | $256K | 0.1% | N/A | 0.030% | |
| 4/24/2025 | Sunbelt Securities Inc. | 12,609 | $751K | 0.1% | +46.8% | 0.088% | |
| 4/24/2025 | Primoris Wealth Advisors LLC | 32,467 | $1.94M | 1.5% | +2.4% | 0.227% | |
| 4/23/2025 | Valmark Advisers Inc. | 24,569 | $1.46M | 0.0% | -5.3% | 0.172% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 34,601 | $2.06M | 0.0% | -8.1% | 0.242% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 26,056 | $1.55M | 0.0% | +17.2% | 0.182% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 10,685 | $637K | 0.0% | -99.5% | 0.075% | |
| 4/17/2025 | Cyndeo Wealth Partners LLC | 5,316 | $317K | 0.0% | -83.2% | 0.037% | |
| 4/17/2025 | Bouvel Investment Partners LLC | 50,132 | $3.04M | 1.2% | +4.1% | 0.351% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 173,901 | $10.36M | 0.3% | +8.2% | 1.216% | |
| 4/16/2025 | High Probability Advisors LLC | 377,788 | $22.51M | 3.8% | +3.8% | 2.642% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 4,703 | $280K | 0.0% | -7.0% | 0.033% | |
| 4/7/2025 | AdvisorNet Financial Inc | 1,238 | $74K | 0.0% | +85.1% | 0.009% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 4,084 | $251K | 0.1% | N/A | 0.025% | |
| 2/18/2025 | Sunbelt Securities Inc. | 8,590 | $531K | 0.0% | -7.2% | 0.062% | |
| 2/17/2025 | Two Sigma Investments LP | 23,500 | $1.45M | 0.0% | -7.1% | 0.168% | |
| 2/17/2025 | Cetera Investment Advisers | 117,328 | $7.22M | 0.0% | +8.8% | 0.841% | |
| 2/17/2025 | Citadel Advisors LLC | 32,525 | $2.00M | 0.0% | +54.9% | 0.233% | |
| 2/17/2025 | Bank of America Corp DE | 148,075 | $9.11M | 0.0% | +7.4% | 1.061% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 4,766 | $293K | 0.0% | +4.7% | 0.034% | |
| 2/13/2025 | NewEdge Advisors LLC | 7,722 | $475K | 0.0% | +7.5% | 0.055% | |
| 2/13/2025 | LaSalle St. Investment Advisors LLC | 6,023 | $370K | 0.1% | N/A | 0.043% | |
| 2/13/2025 | Primoris Wealth Advisors LLC | 31,691 | $1.95M | 1.5% | -4.5% | 0.227% | |
| 2/13/2025 | Sagespring Wealth Partners LLC | 1,946,715 | $119.77M | 1.3% | N/A | 13.955% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 23,107 | $1.42M | 0.0% | +0.8% | 0.166% | |
| 2/13/2025 | Glass Jacobson Investment Advisors llc | 3,935 | $242K | 0.1% | +12.2% | 0.028% | |
| 2/13/2025 | Raymond James Financial Inc. | 18,950 | $1.17M | 0.0% | N/A | 0.136% | |
| 2/13/2025 | Advisory Services Network LLC | 4,365 | $269K | 0.0% | -9.8% | 0.031% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,138,162 | $70.02M | 0.0% | -0.5% | 8.159% | |
| 2/12/2025 | Thoroughbred Financial Services LLC | 12,454 | $766K | 0.0% | +31.7% | 0.089% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 27,638 | $1.70M | 0.0% | -28.4% | 0.198% | |
| 2/12/2025 | JPMorgan Chase & Co. | 2,228,882 | $137.13M | 0.0% | +143.5% | 15.978% | |
| 2/11/2025 | LPL Financial LLC | 189,889 | $11.68M | 0.0% | +34.1% | 1.361% | |
| 2/11/2025 | Samalin Investment Counsel LLC | 14,445 | $889K | 0.4% | -3.2% | 0.104% | |
| 2/11/2025 | Condor Capital Management | 104,086 | $6.40M | 0.6% | +4.3% | 0.746% | |
| 2/11/2025 | Forbes Financial Planning Inc. | 101,225 | $6.23M | 4.6% | +1.3% | 0.726% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 571,800 | $36.34M | 0.1% | -0.7% | 4.099% | |
| 2/10/2025 | Custos Family Office LLC | 320,550 | $19.72M | 6.9% | +4.5% | 2.298% | |
| 2/10/2025 | GWN Securities Inc. | 5,015 | $309K | 0.1% | N/A | 0.036% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 22,229 | $1.37M | 0.0% | +37.8% | 0.159% | |
| 2/10/2025 | Montis Financial LLC | 16,812 | $1.03M | 0.3% | N/A | 0.121% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 907,646 | $55.84M | 0.1% | +1.2% | 6.506% | |
| 2/10/2025 | CFO4Life Group LLC | 4,253 | $262K | 0.0% | -7.6% | 0.030% | |
| 2/7/2025 | PFG Advisors | 44,791 | $2.76M | 0.2% | -6.3% | 0.321% | |
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| 2/6/2025 | Raymond James Financial Inc. | 18,950 | $1.17M | 0.0% | N/A | 0.136% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 2,683 | $165K | 0.0% | +153.6% | 0.019% | |
| 2/6/2025 | Vantage Financial Partners LLC | 67,568 | $4.16M | 1.0% | +41.6% | 0.484% | |
| 2/6/2025 | Jones Financial Companies Lllp | 8,754 | $539K | 0.0% | +78.0% | 0.063% | |
| 2/5/2025 | Goodwin Investment Advisory | 190,276 | $11.46M | 6.0% | -76.9% | 1.364% | |
| 2/5/2025 | Dynasty Wealth Management LLC | 2,040,969 | $125.56M | 2.2% | -43.0% | 14.631% | |
| 2/5/2025 | Kovack Advisors Inc. | 5,151 | $317K | 0.0% | +8.9% | 0.037% | |
| 2/3/2025 | Sigma Planning Corp | 19,494 | $1.20M | 0.0% | -4.6% | 0.140% | |
| 2/3/2025 | Capital Investment Counsel Inc | 2,230 | $137K | 0.0% | N/A | 0.016% | |
| 1/31/2025 | Global Retirement Partners LLC | 5,635 | $347K | 0.0% | +228.2% | 0.040% | |
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