| 8/7/2025 | PCG Wealth Advisors LLC | 149,576 | $2.27M | 1.2% | -1.8% | 0.845% | |
| 8/6/2025 | Prospera Financial Services Inc | 46,318 | $703K | 0.0% | -2.2% | 0.262% | |
| 8/6/2025 | AE Wealth Management LLC | 16,839 | $256K | 0.0% | +40.1% | 0.095% | |
| 8/1/2025 | Biltmore Family Office LLC | 3,226 | $49K | 0.0% | N/A | 0.018% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 47,953 | $728K | 0.0% | +10.7% | 0.271% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 121,047 | $1.84M | 0.0% | -12.0% | 0.684% | |
| 7/28/2025 | Harbour Investments Inc. | 9,138 | $139K | 0.0% | -14.8% | 0.052% | |
| 7/24/2025 | IFP Advisors Inc | 5,482 | $83K | 0.0% | -12.2% | 0.031% | |
| 7/23/2025 | REAP Financial Group LLC | 7,365 | $112K | 0.0% | -31.3% | 0.042% | |
| 7/22/2025 | Global Assets Advisory LLC | 28,815 | $443K | 0.2% | -57.8% | 0.163% | |
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| 7/18/2025 | Truist Financial Corp | 35,621 | $541K | 0.0% | -14.2% | 0.200% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 72,180 | $1.10M | 0.0% | -6.5% | 0.402% | |
| 7/7/2025 | Nova Wealth Management Inc. | 9,465 | $144K | 0.1% | -32.0% | 0.053% | |
| 7/2/2025 | Crumly & Associates Inc. | 194,856 | $2.96M | 0.7% | -14.3% | 1.059% | |
| 5/29/2025 | Nova Wealth Management Inc. | 13,919 | $230K | 0.2% | -43.9% | 0.075% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 13,035 | $215K | 0.0% | +146.4% | 0.070% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 105,304 | $1.74M | 0.0% | +2.6% | 0.575% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,642 | $44K | 0.0% | -93.2% | 0.014% | |
| 5/15/2025 | Royal Bank of Canada | 284,507 | $4.70M | 0.0% | -9.3% | 1.470% | |
| 5/15/2025 | Calton & Associates Inc. | 11,081 | $183K | 0.0% | N/A | 0.057% | |
| 5/14/2025 | Comerica Bank | 4,511 | $75K | 0.0% | -40.2% | 0.023% | |
| 5/14/2025 | RPg Family Wealth Advisory LLC | 42,276 | $698K | 0.2% | N/A | 0.218% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 23,790 | $393K | 0.0% | +5.3% | 0.123% | |
| 5/14/2025 | Kestra Advisory Services LLC | 64,114 | $1.06M | 0.0% | -16.2% | 0.331% | |
| 5/14/2025 | Flow Traders U.S. LLC | 79,413 | $1.31M | 0.1% | N/A | 0.410% | |
| 5/13/2025 | Moment Partners LLC | 82,524 | $1.36M | 0.3% | -1.1% | 0.426% | |
| 5/13/2025 | Raymond James Financial Inc. | 605,170 | $10.00M | 0.0% | -15.0% | 3.127% | |
| 5/13/2025 | HighTower Advisors LLC | 157,301 | $2.60M | 0.0% | -1.4% | 0.813% | |
| 5/12/2025 | Benjamin Edwards Inc. | 42,322 | $699K | 0.0% | -36.3% | 0.219% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 14,196 | $235K | 0.0% | -18.3% | 0.073% | |
| 5/8/2025 | Harbour Investments Inc. | 10,721 | $177K | 0.0% | -15.8% | 0.055% | |
| 5/7/2025 | LPL Financial LLC | 1,549,270 | $25.59M | 0.0% | -13.5% | 8.007% | |
| 5/6/2025 | Cetera Investment Advisers | 121,079 | $2M | 0.0% | -17.3% | 0.626% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 29,238 | $483K | 0.0% | +4.0% | 0.151% | |
| 5/5/2025 | IFP Advisors Inc | 6,245 | $103K | 0.0% | -14.5% | 0.032% | |
| 5/5/2025 | OneAscent Financial Services LLC | 43,769 | $723K | 0.0% | +3.1% | 0.226% | |
| 5/5/2025 | Calton & Associates Inc. | 25,725 | $425K | 0.1% | N/A | 0.133% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 12,559 | $207K | 0.0% | -19.3% | 0.065% | |
| 5/5/2025 | PCG Wealth Advisors LLC | 152,300 | $2.52M | 0.9% | -52.5% | 0.787% | |
| 5/5/2025 | Private Advisor Group LLC | 102,929 | $1.70M | 0.0% | +0.7% | 0.532% | |
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| 5/2/2025 | Sigma Planning Corp | 34,433 | $569K | 0.0% | -14.4% | 0.178% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 28,164 | $465K | 0.1% | -33.7% | 0.146% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 137,556 | $2.27M | 0.0% | +9.4% | 0.711% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 43,310 | $715K | 0.0% | -49.9% | 0.224% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 10,141 | $166K | 0.0% | -7.1% | 0.052% | |
| 4/28/2025 | D.A. Davidson & CO. | 11,257 | $186K | 0.0% | -94.1% | 0.058% | |
| 4/25/2025 | Waterfront Wealth Inc. | 13,735 | $227K | 0.1% | -6.1% | 0.068% | |
| 4/23/2025 | Golden State Wealth Management LLC | 3,006 | $50K | 0.0% | +100.0% | 0.015% | |
| 4/23/2025 | Global Assets Advisory LLC | 68,295 | $1.13M | 0.2% | +196.1% | 0.337% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 110,039 | $1.82M | 0.0% | -60.4% | 0.543% | |
| 4/22/2025 | Crumly & Associates Inc. | 227,426 | $3.76M | 1.0% | -1.0% | 1.123% | |
| 4/21/2025 | JBR Co Financial Management Inc | 22,900 | $378K | 0.2% | -22.7% | 0.113% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 77,239 | $1.28M | 0.0% | -13.5% | 0.381% | |
| 4/14/2025 | Farther Finance Advisors LLC | 20,704 | $344K | 0.0% | +3,080.3% | 0.102% | |
| 4/9/2025 | NBC Securities Inc. | 18,575 | $306K | 0.0% | +88,352.4% | 0.092% | |
| 3/12/2025 | Centaurus Financial Inc. | 23,472 | $384K | 0.0% | +6.5% | 0.105% | |
| 2/25/2025 | Armis Advisers LLC | 14,984 | $245K | 0.0% | N/A | 0.043% | |
| 2/17/2025 | Cetera Investment Advisers | 146,393 | $2.39M | 0.0% | -7.0% | 0.418% | |
| 2/17/2025 | Citadel Advisors LLC | 190,284 | $3.11M | 0.0% | +29.3% | 0.544% | |
| 2/17/2025 | Baird Financial Group Inc. | 16,098 | $263K | 0.0% | -56.4% | 0.046% | |
| 2/17/2025 | Bank of America Corp DE | 590,174 | $9.64M | 0.0% | +4.9% | 1.686% | |
| 2/17/2025 | Benjamin Edwards Inc. | 66,456 | $1.09M | 0.0% | +2.8% | 0.190% | |
| 2/17/2025 | BNP Paribas Financial Markets | 201,265 | $3.29M | 0.0% | -18.8% | 0.575% | |
| 2/14/2025 | Jane Street Group LLC | 101,318 | $1.66M | 0.0% | N/A | 0.289% | |
| 2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 96,510 | $1.58M | 1.1% | N/A | 0.276% | |
| 2/14/2025 | Two Sigma Securities LLC | 30,474 | $498K | 0.1% | -30.7% | 0.087% | |
| 2/14/2025 | Topsail Wealth Management LLC | 2,600 | $42K | 0.0% | N/A | 0.007% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 4,649 | $75K | 0.0% | -12.0% | 0.013% | |
| 2/14/2025 | Stifel Financial Corp | 95,951 | $1.57M | 0.0% | -38.5% | 0.274% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 72,938 | $1.19M | 0.0% | +36.6% | 0.208% | |
| 2/13/2025 | NewEdge Advisors LLC | 42,525 | $695K | 0.0% | -7.5% | 0.122% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 86,462 | $1.41M | 0.0% | -86.3% | 0.247% | |
| 2/13/2025 | Wells Fargo & Company MN | 2,055,761 | $33.59M | 0.0% | -2.3% | 5.874% | |
| 2/12/2025 | OneAscent Financial Services LLC | 42,434 | $693K | 0.1% | N/A | 0.121% | |
| 2/12/2025 | StoneX Group Inc. | 19,901 | $325K | 0.0% | -26.8% | 0.057% | |
| 2/12/2025 | Moment Partners LLC | 83,445 | $1.36M | 0.3% | N/A | 0.238% | |
| 2/11/2025 | LPL Financial LLC | 1,790,772 | $29.26M | 0.0% | -20.7% | 5.116% | |
| 2/11/2025 | TAP Consulting LLC | 137,939 | $2.25M | 0.5% | +1.7% | 0.394% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 44,134 | $768K | 0.0% | +1.7% | 0.126% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 1,885 | $31K | 0.0% | -70.6% | 0.005% | |
| 2/10/2025 | Harbour Investments Inc. | 12,732 | $208K | 0.0% | -23.3% | 0.036% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 215,747 | $3.53M | 0.0% | +0.7% | 0.616% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 28,117 | $459K | 0.0% | +29.1% | 0.080% | |
| 2/7/2025 | HighTower Advisors LLC | 159,496 | $2.61M | 0.0% | -1.9% | 0.456% | |
| 2/7/2025 | Independent Advisor Alliance | 182,778 | $2.99M | 0.0% | N/A | 0.522% | |
| 2/6/2025 | Vestmark Advisory Solutions Inc. | 314,373 | $5.14M | 0.2% | +0.8% | 0.898% | |
| 2/6/2025 | Raymond James Financial Inc. | 711,683 | $11.63M | 0.0% | N/A | 2.033% | |
| 2/6/2025 | Atria Investments Inc | 10,767 | $176K | 0.0% | N/A | 0.031% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 14,440 | $236K | 0.0% | -20.4% | 0.041% | |
| 2/6/2025 | Jones Financial Companies Lllp | 38,733 | $633K | 0.0% | +23.5% | 0.111% | |
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| 2/3/2025 | Crumly & Associates Inc. | 229,609 | $3.75M | 1.0% | -10.9% | 0.656% | |
| 2/3/2025 | Waterfront Wealth Inc. | 14,635 | $239K | 0.1% | -23.8% | 0.042% | |
| 2/3/2025 | Private Advisor Group LLC | 102,203 | $1.67M | 0.0% | -19.2% | 0.292% | |
| 1/31/2025 | Global Retirement Partners LLC | 5,476 | $89K | 0.0% | +23.4% | 0.016% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 15,417 | $252K | 0.0% | N/A | 0.044% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 17,376 | $284K | 0.0% | -48.1% | 0.050% | |
| 1/31/2025 | D.A. Davidson & CO. | 190,316 | $3.11M | 0.0% | -5.0% | 0.544% | |
| 1/31/2025 | Truist Financial Corp | 42,097 | $688K | 0.0% | +3.6% | 0.120% | |
| 1/31/2025 | Sanctuary Advisors LLC | 64,477 | $1.10M | 0.0% | -1.1% | 0.184% | |
| 1/29/2025 | Avestar Capital LLC | 362,115 | $5.92M | 0.5% | +6.1% | 1.035% | |
