| 8/18/2025 | Kestra Investment Management LLC | 27,184 | $1.05M | 0.0% | -1.1% | 0.199% | |
| 8/14/2025 | Raymond James Financial Inc. | 480,610 | $18.60M | 0.0% | -5.8% | 3.513% | |
| 8/14/2025 | NewEdge Advisors LLC | 34,031 | $1.32M | 0.0% | -6.2% | 0.249% | |
| 8/14/2025 | Cary Street Partners Financial LLC | 11,654 | $451K | 0.0% | -91.6% | 0.085% | |
| 8/13/2025 | Kilter Group LLC | 1,986 | $77K | 0.0% | N/A | 0.015% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 9,956 | $385K | 0.0% | -2.7% | 0.073% | |
| 8/12/2025 | Insigneo Advisory Services LLC | 5,308 | $205K | 0.0% | N/A | 0.039% | |
| 8/11/2025 | Anfield Capital Management LLC | 5,927 | $229K | 0.1% | N/A | 0.043% | |
| 8/8/2025 | Cetera Investment Advisers | 202,263 | $7.83M | 0.0% | -17.5% | 1.479% | |
| 8/7/2025 | Americana Partners LLC | 135,920 | $5.26M | 0.2% | -12.2% | 0.994% | |
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| 8/5/2025 | Integrity Financial Corp WA | 21,271 | $823K | 0.4% | +7.4% | 0.155% | |
| 8/4/2025 | Grant Street Asset Management Inc. | 8,200 | $317K | 0.1% | -50.0% | 0.060% | |
| 8/4/2025 | Spire Wealth Management | 5,345 | $207K | 0.0% | -5.9% | 0.039% | |
| 8/1/2025 | Ferguson Shapiro LLC | 621,330 | $24.04M | 8.1% | +1.7% | 4.772% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,061,328 | $41.06M | 0.0% | +195.5% | 8.152% | |
| 7/31/2025 | Hartford Financial Management Inc. | 151,772 | $5.87M | 1.6% | N/A | 1.166% | |
| 7/29/2025 | Stephens Inc. AR | 14,305 | $553K | 0.0% | -82.5% | 0.113% | |
| 7/29/2025 | International Assets Investment Management LLC | 13,805 | $534K | 0.0% | N/A | 0.109% | |
| 7/28/2025 | Nvest Financial LLC | 13,865 | $536K | 0.3% | -3.6% | 0.110% | |
| 7/28/2025 | Mutual Advisors LLC | 12,393 | $490K | 0.0% | N/A | 0.098% | |
| 7/28/2025 | Harbour Investments Inc. | 2,346 | $91K | 0.0% | -75.7% | 0.019% | |
| 7/23/2025 | Avantra Family Wealth Inc. | 42,235 | $1.63M | 1.3% | +3.1% | 0.541% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 2,078 | $80K | 0.0% | N/A | 0.027% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 4,436 | $172K | 0.1% | -39.6% | 0.057% | |
| 7/18/2025 | Madrona Financial Services LLC | 7,020 | $272K | 0.1% | N/A | 0.092% | |
| 7/18/2025 | Truist Financial Corp | 190,892 | $7.39M | 0.0% | +0.7% | 2.495% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 26,383 | $1.02M | 0.0% | +41.4% | 0.339% | |
| 7/17/2025 | XY Planning Network Inc. | 8,396 | $325K | 0.1% | N/A | 0.108% | |
| 7/16/2025 | ORG Partners LLC | 1,700 | $66K | 0.0% | -69.9% | 0.022% | |
| 7/14/2025 | Abound Wealth Management | 920 | $36K | 0.0% | N/A | 0.012% | |
| 7/10/2025 | NorthCrest Asset Manangement LLC | 6,525 | $254K | 0.0% | N/A | 0.082% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 8,600 | $333K | 0.0% | -64.5% | 0.108% | |
| 7/9/2025 | Triumph Capital Management | 7,740 | $299K | 0.1% | N/A | 0.098% | |
| 7/7/2025 | Schulz Wealth LTD. | 92,247 | $3.57M | 2.7% | -3.7% | 1.118% | |
| 5/20/2025 | Focus Partners Wealth | 10,712 | $385K | 0.0% | -9.0% | 0.128% | |
| 5/16/2025 | Kestra Investment Management LLC | 27,478 | $988K | 0.0% | +180.9% | 0.327% | |
| 5/16/2025 | NewEdge Advisors LLC | 36,285 | $1.30M | 0.0% | -11.5% | 0.432% | |
| 5/15/2025 | MAI Capital Management | 4,227 | $152K | 0.0% | -64.8% | 0.050% | |
| 5/15/2025 | OLD Mission Capital LLC | 16,067 | $578K | 0.0% | -53.1% | 0.191% | |
| 5/14/2025 | Kestra Advisory Services LLC | 181,387 | $6.52M | 0.0% | -8.4% | 2.159% | |
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| 5/13/2025 | Raymond James Financial Inc. | 510,111 | $18.34M | 0.0% | -4.9% | 6.073% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 4,688 | $169K | 0.2% | -6.1% | 0.056% | |
| 5/13/2025 | Dagco Inc. | 216,410 | $7.78M | 2.5% | -1.1% | 2.576% | |
| 5/12/2025 | Townsquare Capital LLC | 16,623 | $598K | 0.0% | -7.1% | 0.198% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 36,189 | $1.30M | 0.0% | -6.8% | 0.431% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 138,156 | $4.97M | 0.2% | -7.7% | 1.645% | |
| 5/8/2025 | Harbour Investments Inc. | 9,650 | $347K | 0.0% | -17.0% | 0.115% | |
| 5/7/2025 | LPL Financial LLC | 161,411 | $5.80M | 0.0% | +8.4% | 1.922% | |
| 5/6/2025 | Cetera Investment Advisers | 245,202 | $8.82M | 0.0% | +35.0% | 2.919% | |
| 5/6/2025 | AE Wealth Management LLC | 3,389 | $122K | 0.0% | -27.5% | 0.040% | |
| 5/5/2025 | IFP Advisors Inc | 35,804 | $1.29M | 0.0% | -89.6% | 0.426% | |
| 5/1/2025 | Stephens Inc. AR | 81,780 | $2.94M | 0.0% | -8.8% | 0.964% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 10,876 | $391K | 0.1% | -56.1% | 0.128% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 359,183 | $12.91M | 0.0% | +0.1% | 4.236% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 19,826 | $713K | 0.0% | -8.1% | 0.234% | |
| 4/24/2025 | Holistic Planning LLC | 14,095 | $507K | 0.2% | -2.0% | 0.166% | |
| 4/23/2025 | Ferguson Shapiro LLC | 610,917 | $21.96M | 8.2% | -0.5% | 7.204% | |
| 4/23/2025 | Spire Wealth Management | 5,678 | $204K | 0.0% | -25.6% | 0.067% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 93,387 | $3.36M | 0.0% | -0.7% | 1.101% | |
| 4/21/2025 | ORG Partners LLC | 5,650 | $204K | 0.1% | -30.7% | 0.067% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 6,807 | $245K | 0.0% | -28.1% | 0.080% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 18,654 | $671K | 0.0% | -92.7% | 0.220% | |
| 4/15/2025 | Noble Wealth Management PBC | 950 | $34K | 0.0% | -36.7% | 0.011% | |
| 4/14/2025 | Pallas Capital Advisors LLC | 24,226 | $871K | 0.0% | -39.6% | 0.286% | |
| 4/14/2025 | Park Avenue Securities LLC | 6,180 | $222K | 0.0% | N/A | 0.073% | |
| 3/12/2025 | Centaurus Financial Inc. | 6,389 | $234K | 0.0% | N/A | 0.084% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 24,777 | $908K | 0.3% | N/A | 0.323% | |
| 2/25/2025 | Armis Advisers LLC | 11,308 | $415K | 0.1% | N/A | 0.147% | |
| 2/18/2025 | Sunbelt Securities Inc. | 59,408 | $2.18M | 0.2% | -1.6% | 0.774% | |
| 2/17/2025 | Guardian Wealth Advisors LLC NC | 15,385 | $564K | 0.0% | -8.1% | 0.197% | |
| 2/17/2025 | Focus Partners Wealth | 11,777 | $432K | 0.0% | -10.0% | 0.151% | |
| 2/17/2025 | Diligent Investors LLC | 21,065 | $772K | 0.2% | -2.3% | 0.270% | |
| 2/17/2025 | CoreCap Advisors LLC | 7,133 | $262K | 0.0% | +18.1% | 0.091% | |
| 2/17/2025 | Cetera Investment Advisers | 181,644 | $6.66M | 0.0% | -12.4% | 2.329% | |
| 2/17/2025 | Captrust Financial Advisors | 7,626 | $280K | 0.0% | -5.2% | 0.098% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 149,633 | $5.49M | 0.2% | N/A | 1.918% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 15,385 | $564K | 0.0% | -8.1% | 0.197% | |
| 2/14/2025 | Jane Street Group LLC | 7,345 | $269K | 0.0% | -86.3% | 0.094% | |
| 2/14/2025 | Susquehanna International Group LLP | 43,469 | $1.59M | 0.0% | +47.6% | 0.557% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 11,217 | $411K | 0.0% | -83.4% | 0.144% | |
| 2/14/2025 | MML Investors Services LLC | 42,691 | $1.57M | 0.0% | -15.0% | 0.547% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 82,802 | $3.09M | 0.2% | -0.6% | 1.062% | |
| 2/13/2025 | NewEdge Advisors LLC | 40,990 | $1.50M | 0.0% | -13.9% | 0.526% | |
| 2/13/2025 | Dagco Inc. | 218,888 | $8.03M | 2.7% | N/A | 2.806% | |
| 2/13/2025 | Sagespring Wealth Partners LLC | 67,325 | $2.47M | 0.0% | N/A | 0.863% | |
| 2/13/2025 | Integrity Financial Corp WA | 19,797 | $726K | 0.4% | +5.6% | 0.254% | |
| 2/13/2025 | Raymond James Financial Inc. | 536,425 | $19.67M | 0.0% | N/A | 6.877% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 358,739 | $13.15M | 0.0% | -4.8% | 4.599% | |
| 2/12/2025 | OLD Mission Capital LLC | 34,290 | $1.26M | 0.0% | +421.7% | 0.440% | |
| 2/12/2025 | JPMorgan Chase & Co. | 25,634 | $940K | 0.0% | +6.4% | 0.329% | |
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| 2/12/2025 | Murphy & Mullick Capital Management Corp | 1,750 | $64K | 0.1% | N/A | 0.022% | |
| 2/12/2025 | PKS Advisory Services LLC | 8,995 | $330K | 0.1% | N/A | 0.115% | |
| 2/11/2025 | Grantvest Financial Group LLC | 9,602 | $352K | 0.4% | N/A | 0.123% | |
| 2/11/2025 | LPL Financial LLC | 148,898 | $5.46M | 0.0% | +353.7% | 1.909% | |
| 2/10/2025 | Harbour Investments Inc. | 11,624 | $426K | 0.0% | -4.5% | 0.149% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 9,468 | $347K | 0.0% | +9.3% | 0.121% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 230,950 | $8.47M | 0.0% | -12.4% | 2.961% | |
| 2/6/2025 | Raymond James Financial Inc. | 536,425 | $19.67M | 0.0% | N/A | 6.877% | |
| 2/5/2025 | Noble Wealth Management PBC | 1,500 | $55K | 0.0% | N/A | 0.019% | |
| 2/5/2025 | Schulz Wealth LTD. | 95,799 | $3.51M | 2.7% | -1.3% | 1.228% | |
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