| 5/16/2025 | Arete Wealth Advisors LLC | 45,740 | $1.27M | 0.1% | -22.2% | 0.143% | |
| 5/16/2025 | Jones Financial Companies Lllp | 90,148 | $2.51M | 0.0% | +785.2% | 0.282% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 301,888 | $8.40M | 0.1% | -4.7% | 0.944% | |
| 5/15/2025 | EP Wealth Advisors LLC | 7,120 | $198K | 0.0% | -58.5% | 0.022% | |
| 5/15/2025 | Ashton Thomas Securities LLC | 284,996 | $7.93M | 2.2% | +12.5% | 0.891% | |
| 5/15/2025 | Royal Bank of Canada | 306,796 | $8.54M | 0.0% | +6.6% | 0.959% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,393 | $39K | 0.0% | N/A | 0.004% | |
| 5/14/2025 | Kestra Advisory Services LLC | 58,878 | $1.64M | 0.0% | +35.3% | 0.184% | |
| 5/14/2025 | Flow Traders U.S. LLC | 282,416 | $7.86M | 0.3% | +8.2% | 0.883% | |
| 5/14/2025 | Petix & Botte Co | 387,856 | $10.79M | 2.8% | +42.8% | 1.212% | |
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| 5/12/2025 | Invesco Ltd. | 8,718,055 | $242.54M | 0.0% | -0.4% | 27.252% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 716,988 | $19.95M | 0.0% | +47.8% | 2.241% | |
| 5/8/2025 | Elios Financial Group Inc. | 45,853 | $1.28M | 0.6% | +10.8% | 0.143% | |
| 5/8/2025 | Harbour Investments Inc. | 2,761 | $77K | 0.0% | +31.4% | 0.009% | |
| 5/7/2025 | LPL Financial LLC | 3,203,568 | $89.12M | 0.0% | +5.3% | 10.014% | |
| 5/7/2025 | Alteri Wealth LLC | 18,536 | $516K | 0.2% | +143.3% | 0.058% | |
| 5/6/2025 | Cetera Investment Advisers | 969,869 | $26.98M | 0.1% | N/A | 3.032% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 77,007 | $2.14M | 0.0% | -46.7% | 0.241% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 41,528 | $1.16M | 0.0% | N/A | 0.130% | |
| 5/5/2025 | FAS Wealth Partners Inc. | 2,559 | $71K | 0.0% | -42.9% | 0.008% | |
| 5/5/2025 | Private Advisor Group LLC | 325,073 | $9.04M | 0.1% | +2.4% | 1.016% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 7,316 | $204K | 0.0% | N/A | 0.023% | |
| 5/2/2025 | Concord Wealth Partners | 5,442 | $151K | 0.0% | -21.6% | 0.017% | |
| 5/2/2025 | PAX Financial Group LLC | 74,258 | $2.07M | 0.4% | +27.7% | 0.232% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 264,075 | $7.35M | 0.0% | +28.4% | 0.691% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 167,836 | $4.67M | 0.1% | +16.7% | 0.439% | |
| 4/29/2025 | Bank of New York Mellon Corp | 2,395,334 | $66.64M | 0.0% | +22.1% | 6.269% | |
| 4/29/2025 | World Investment Advisors | 16,373 | $455K | 0.0% | +7.1% | 0.043% | |
| 4/23/2025 | Spire Wealth Management | 17,700 | $492K | 0.0% | N/A | 0.046% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 34,328 | $955K | 0.0% | +34.6% | 0.090% | |
| 4/22/2025 | PFG Investments LLC | 24,750 | $689K | 0.0% | +83.1% | 0.065% | |
| 4/17/2025 | Sowell Financial Services LLC | 15,233 | $424K | 0.0% | +33.0% | 0.040% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 133,798 | $3.72M | 0.0% | +21.6% | 0.350% | |
| 4/17/2025 | Stewardship Advisors LLC | 734,856 | $20.44M | 5.5% | +26.6% | 1.923% | |
| 4/17/2025 | Total Clarity Wealth Management Inc. | 137,570 | $3.72M | 1.2% | -1.1% | 0.360% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 104,687 | $2.91M | 0.1% | -87.0% | 0.274% | |
| 4/15/2025 | Simplicity Wealth LLC | 212,762 | $5.92M | 0.5% | N/A | 0.557% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 26,789 | $724K | 0.0% | -59.4% | 0.071% | |
| 2/18/2025 | GTS Securities LLC | 10,829 | $293K | 0.0% | N/A | 0.046% | |
| 2/17/2025 | EP Wealth Advisors LLC | 17,144 | $463K | 0.0% | N/A | 0.074% | |
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| 2/17/2025 | Citadel Advisors LLC | 17,814 | $482K | 0.0% | -60.0% | 0.076% | |
| 2/17/2025 | Bank of America Corp DE | 177,330 | $4.79M | 0.0% | -79.6% | 0.761% | |
| 2/17/2025 | Alteri Wealth LLC | 7,618 | $206K | 0.1% | N/A | 0.033% | |
| 2/14/2025 | FAS Wealth Partners Inc. | 4,480 | $121K | 0.0% | -79.8% | 0.019% | |
| 2/14/2025 | Jane Street Group LLC | 17,311 | $468K | 0.0% | -39.4% | 0.074% | |
| 2/14/2025 | Capital Analysts LLC | 7,176 | $194K | 0.0% | -6.6% | 0.031% | |
| 2/14/2025 | Two Sigma Securities LLC | 14,338 | $388K | 0.1% | N/A | 0.062% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 316,693 | $8.56M | 0.1% | -1.5% | 1.359% | |
| 2/14/2025 | Susquehanna International Group LLP | 119,641 | $3.23M | 0.0% | N/A | 0.513% | |
| 2/13/2025 | Elios Financial Group Inc. | 41,394 | $1.12M | 0.5% | -2.7% | 0.178% | |
| 2/13/2025 | Raymond James Financial Inc. | 8,006 | $216K | 0.0% | N/A | 0.034% | |
| 2/13/2025 | Invesco Ltd. | 8,757,314 | $236.71M | 0.0% | -15.6% | 37.585% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 205,635 | $5.56M | 0.0% | -0.9% | 0.883% | |
| 2/13/2025 | Wells Fargo & Company MN | 497,617 | $13.45M | 0.0% | +14.6% | 2.136% | |
| 2/12/2025 | PAX Financial Group LLC | 58,130 | $1.57M | 0.3% | +9.9% | 0.249% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 58,775 | $1.59M | 0.1% | +26.4% | 0.252% | |
| 2/12/2025 | World Investment Advisors | 15,294 | $413K | 0.0% | -15.5% | 0.066% | |
| 2/12/2025 | JPMorgan Chase & Co. | 2,684 | $73K | 0.0% | -83.4% | 0.012% | |
| 2/11/2025 | Ashton Thomas Securities LLC | 253,428 | $6.86M | 1.9% | +2.2% | 1.088% | |
| 2/11/2025 | Sequent Planning LLC | 45,210 | $1.22M | 0.4% | -1.2% | 0.194% | |
| 2/11/2025 | LPL Financial LLC | 3,042,922 | $82.25M | 0.0% | +2.1% | 13.060% | |
| 2/11/2025 | Virtu Financial LLC | 19,981 | $540K | 0.0% | N/A | 0.086% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 485,028 | $13.11M | 0.0% | +0.6% | 2.082% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 144,534 | $3.91M | 0.0% | +31.6% | 0.620% | |
| 2/7/2025 | Riverbend Wealth Management LLC | 14,203 | $385K | 0.3% | N/A | 0.061% | |
| 2/7/2025 | Independent Advisor Alliance | 42,599 | $1.15M | 0.0% | N/A | 0.183% | |
| 2/6/2025 | Raymond James Financial Inc. | 8,006 | $216K | 0.0% | N/A | 0.034% | |
| 2/6/2025 | Jones Financial Companies Lllp | 10,184 | $275K | 0.0% | +6,225.5% | 0.044% | |
| 2/5/2025 | Private Trust Co. NA | 9,057 | $245K | 0.0% | +7.1% | 0.039% | |
| 2/4/2025 | Bank of New York Mellon Corp | 1,961,015 | $53.01M | 0.0% | +6.3% | 8.416% | |
| 2/3/2025 | Cassaday & Co Wealth Management LLC | 11,000 | $297K | 0.0% | N/A | 0.047% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 143,878 | $3.89M | 0.1% | +60.3% | 0.618% | |
| 2/3/2025 | Private Advisor Group LLC | 317,424 | $8.58M | 0.0% | +83.4% | 1.362% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 24,409 | $660K | 0.0% | -29.1% | 0.105% | |
| 1/31/2025 | Fortis Group Advisors LLC | 73,551 | $1.99M | 0.4% | +19.0% | 0.316% | |
| 1/30/2025 | Scarborough Advisors LLC | 398,819 | $10.78M | 1.5% | N/A | 1.712% | |
| 1/28/2025 | Spectrum Investment Advisors Inc. | 399,705 | $10.80M | 7.2% | +0.6% | 1.715% | |
| 1/27/2025 | Stratos Investment Management LLC | 362,610 | $9.80M | 0.6% | -13.0% | 1.556% | |
| 1/24/2025 | Concord Wealth Partners | 6,944 | $188K | 0.0% | +7.1% | 0.030% | |
| 1/24/2025 | Total Clarity Wealth Management Inc. | 139,159 | $3.76M | 1.2% | N/A | 0.597% | |
| 1/22/2025 | PFG Investments LLC | 13,515 | $365K | 0.0% | -3.1% | 0.058% | |
| 1/21/2025 | Petix & Botte Co | 271,566 | $7.34M | 1.9% | N/A | 1.166% | |
| 1/21/2025 | Stewardship Advisors LLC | 580,351 | $15.69M | 4.3% | +7.1% | 2.491% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 804,742 | $21.75M | 0.9% | +2.3% | 3.454% | |
| 1/17/2025 | Whalen Wealth Management Inc. | 1,694 | $46K | 0.0% | N/A | 0.007% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 110,074 | $2.98M | 0.0% | +2.7% | 0.472% | |
| 1/15/2025 | Orgel Wealth Management LLC | 13,089 | $354K | 0.0% | -99.7% | 0.056% | |
| 1/13/2025 | Brookstone Capital Management | 10,589 | $286K | 0.0% | +11.7% | 0.045% | |
| 12/26/2024 | JPMorgan Chase & Co. | 16,207 | $471K | 0.0% | N/A | 0.070% | |
| 11/25/2024 | World Investment Advisors LLC | 18,106 | $527K | 0.0% | +6.3% | 0.078% | |
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| 11/18/2024 | Arete Wealth Advisors LLC | 46,516 | $1.35M | 0.1% | -29.4% | 0.200% | |
| 11/18/2024 | Asset Allocation Strategies LLC | 164,127 | $4.77M | 1.4% | +1,770.4% | 0.704% | |
| 11/15/2024 | MML Investors Services LLC | 21,392 | $622K | 0.0% | +54.1% | 0.092% | |
| 11/15/2024 | Jane Street Group LLC | 28,582 | $831K | 0.0% | +228.3% | 0.123% | |
| 11/15/2024 | Stifel Financial Corp | 438,519 | $12.75M | 0.0% | N/A | 1.882% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 321,439 | $9.35M | 0.1% | +186.2% | 1.380% | |
| 11/13/2024 | Elios Financial Group Inc. | 42,554 | $1.24M | 0.6% | N/A | 0.183% | |
| 11/13/2024 | Private Trust Co. NA | 8,454 | $246K | 0.0% | -23.2% | 0.036% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 9,392 | $273K | 0.0% | +16.5% | 0.040% | |
| 11/8/2024 | Prospera Financial Services Inc | 60,196 | $1.75M | 0.0% | +1.2% | 0.258% | |
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