| 7/18/2025 | Truist Financial Corp | 64,960 | $2.14M | 0.0% | +23.6% | 0.451% | |
| 7/17/2025 | KWB Wealth | 325,785 | $10.74M | 1.2% | -42.8% | 2.262% | |
| 7/16/2025 | BOS Asset Management LLC | 228,365 | $7.53M | 2.4% | +0.3% | 1.586% | |
| 7/16/2025 | Falcon Wealth Planning | 126,419 | $4.17M | 0.4% | +60.0% | 0.878% | |
| 7/16/2025 | Meridian Financial LLC | 15,786 | $521K | 0.3% | +3.4% | 0.110% | |
| 7/15/2025 | Well Done LLC | 123,410 | $4.07M | 0.8% | +157.7% | 0.857% | |
| 7/10/2025 | Sovran Advisors LLC | 7,231 | $237K | 0.0% | N/A | 0.051% | |
| 7/9/2025 | Bulwark Capital Corp | 6,978 | $230K | 0.2% | N/A | 0.049% | |
| 7/8/2025 | Parallel Advisors LLC | 1,558 | $51K | 0.0% | +155,700.0% | 0.011% | |
| 7/7/2025 | Park Edge Advisors LLC | 60,479 | $2.00M | 0.5% | N/A | 0.429% | |
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| 7/2/2025 | Dentgroup LLC | 23,076 | $761K | 0.5% | +76.0% | 0.164% | |
| 5/22/2025 | BOS Asset Management LLC | 227,746 | $6.82M | 2.3% | -1.4% | 1.650% | |
| 5/19/2025 | Jane Street Group LLC | 47,433 | $1.42M | 0.0% | -26.1% | 0.368% | |
| 5/16/2025 | Jones Financial Companies Lllp | 166,679 | $4.99M | 0.0% | +1,810.1% | 1.292% | |
| 5/15/2025 | MAI Capital Management | 20,598 | $617K | 0.0% | -21.0% | 0.160% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 313,075 | $9.37M | 0.7% | -12.7% | 2.427% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 746,300 | $22.34M | 0.0% | +2.3% | 5.785% | |
| 5/14/2025 | Flow Traders U.S. LLC | 76,152 | $2.28M | 0.1% | -9.1% | 0.590% | |
| 5/14/2025 | Vertex Planning Partners LLC | 37,784 | $1.13M | 0.2% | -0.9% | 0.293% | |
| 5/14/2025 | Legacy Financial Advisors Inc. | 40,775 | $1.22M | 0.2% | +15.4% | 0.316% | |
| 5/13/2025 | Raymond James Financial Inc. | 241,244 | $7.22M | 0.0% | +3.6% | 1.870% | |
| 5/13/2025 | Heck Capital Advisors LLC | 276,886 | $8.29M | 0.9% | -3.4% | 2.146% | |
| 5/13/2025 | HighTower Advisors LLC | 19,523 | $585K | 0.0% | +65.6% | 0.151% | |
| 5/9/2025 | Cedar Wealth Management LLC | 782,020 | $23.41M | 8.3% | -0.6% | 6.062% | |
| 5/8/2025 | Marshall Investment Management LLC | 1,868 | $56K | 0.0% | -98.6% | 0.014% | |
| 5/7/2025 | LPL Financial LLC | 1,183,474 | $35.43M | 0.0% | +15.1% | 9.174% | |
| 5/7/2025 | Valued Retirements Inc. | 20,246 | $606K | 0.8% | +20.4% | 0.157% | |
| 5/6/2025 | Cetera Investment Advisers | 185,789 | $5.56M | 0.0% | N/A | 1.440% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 247,797 | $7.42M | 0.0% | +6.8% | 1.921% | |
| 5/6/2025 | NorthStar Asset Management LLC NJ | 23,891 | $715K | 0.2% | +5.8% | 0.185% | |
| 5/6/2025 | Opes Wealth Management LLC | 134,346 | $4.02M | 0.8% | -5.7% | 1.041% | |
| 5/6/2025 | American Financial & Tax Strategies Inc. | 23,445 | $702K | 0.4% | -2.0% | 0.182% | |
| 5/5/2025 | Private Advisor Group LLC | 13,632 | $408K | 0.0% | +5.1% | 0.106% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 5,406 | $162K | 0.0% | +10.4% | 0.042% | |
| 5/1/2025 | Berkeley Inc | 288,908 | $8.65M | 4.1% | N/A | 2.240% | |
| 4/30/2025 | Leavell Investment Management Inc. | 22,065 | $661K | 0.0% | -18.1% | 0.171% | |
| 4/30/2025 | Principal Securities Inc. | 3,000 | $85K | 0.0% | +30.4% | 0.023% | |
| 4/30/2025 | New Insight Wealth Advisors | 17,470 | $523K | 0.2% | +9.6% | 0.135% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 101,222 | $3.03M | 0.0% | +2.2% | 0.785% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 74,196 | $2.22M | 0.0% | +18.4% | 0.591% | |
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| 4/28/2025 | Chaney Capital Management Inc. | 294,560 | $8.82M | 3.9% | +21.4% | 2.347% | |
| 4/25/2025 | Valley National Advisers Inc. | 1,936 | $57K | 0.0% | N/A | 0.015% | |
| 4/24/2025 | Falcon Wealth Planning | 79,001 | $2.37M | 0.3% | -11.5% | 0.629% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 43,526 | $1.30M | 0.1% | +1.8% | 0.347% | |
| 4/22/2025 | Centerpoint Advisory Group | 6,750 | $202K | 0.2% | -12.3% | 0.054% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 8,978 | $269K | 0.0% | +11.5% | 0.072% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 66,418 | $1.99M | 0.0% | +5.4% | 0.529% | |
| 4/21/2025 | Well Done LLC | 47,880 | $1.36M | 0.3% | N/A | 0.382% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 151,240 | $4.53M | 0.3% | +0.7% | 1.205% | |
| 4/18/2025 | Financial Perspectives Inc | 2,326 | $70K | 0.0% | +73.3% | 0.019% | |
| 4/16/2025 | Matauro LLC | 6,792 | $203K | 0.0% | N/A | 0.054% | |
| 4/15/2025 | Capital Advisors Ltd. LLC | 2,117 | $63K | 0.0% | -17.8% | 0.017% | |
| 4/15/2025 | McKinley Carter Wealth Services Inc. | 15,160 | $454K | 0.0% | -56.6% | 0.121% | |
| 4/14/2025 | Octavia Wealth Advisors LLC | 27,194 | $814K | 0.1% | +1.8% | 0.217% | |
| 4/14/2025 | Dentgroup LLC | 13,111 | $393K | 0.3% | -31.2% | 0.104% | |
| 4/11/2025 | Ullmann Wealth Partners Group LLC | 10,003 | $299K | 0.0% | -9.4% | 0.080% | |
| 4/10/2025 | Breakwater Capital Group | 73,872 | $2.21M | 0.4% | -1.4% | 0.589% | |
| 4/10/2025 | KWB Wealth | 569,126 | $16.12M | 2.0% | +37.5% | 4.535% | |
| 4/9/2025 | Merit Financial Group LLC | 105,610 | $3.16M | 0.0% | -11.4% | 0.842% | |
| 2/25/2025 | Heck Capital Advisors LLC | 286,531 | $8.12M | 0.5% | N/A | 3.065% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 358,536 | $10.15M | 0.7% | +2.9% | 3.835% | |
| 2/18/2025 | Novem Group | 136,927 | $3.88M | 0.6% | N/A | 1.464% | |
| 2/17/2025 | True Wealth Design LLC | 10,523 | $298K | 0.1% | -18.6% | 0.113% | |
| 2/17/2025 | Bank of America Corp DE | 18,562 | $526K | 0.0% | -32.1% | 0.199% | |
| 2/14/2025 | Jane Street Group LLC | 64,150 | $1.82M | 0.0% | -77.4% | 0.686% | |
| 2/14/2025 | Stifel Financial Corp | 80,103 | $2.27M | 0.0% | +5.1% | 0.857% | |
| 2/14/2025 | BOS Asset Management LLC | 230,879 | $6.54M | 2.3% | +17.2% | 2.469% | |
| 2/13/2025 | Legacy Financial Advisors Inc. | 35,327 | $1M | 0.2% | +3.0% | 0.378% | |
| 2/13/2025 | Raymond James Financial Inc. | 232,914 | $6.60M | 0.0% | N/A | 2.491% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 62,659 | $1.78M | 0.0% | -6.4% | 0.670% | |
| 2/12/2025 | JPMorgan Chase & Co. | 35,159 | $996K | 0.0% | -16.1% | 0.376% | |
| 2/11/2025 | Cedar Wealth Management LLC | 786,750 | $22.28M | 8.1% | -0.1% | 8.414% | |
| 2/11/2025 | LPL Financial LLC | 1,028,063 | $29.12M | 0.0% | -17.6% | 10.995% | |
| 2/10/2025 | Valued Retirements Inc. | 16,812 | $476K | 0.6% | +8.3% | 0.180% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 42,757 | $1.21M | 0.1% | +16.9% | 0.457% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 60,210 | $1.71M | 0.0% | +25.8% | 0.644% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 231,916 | $6.57M | 0.0% | +2.4% | 2.480% | |
| 2/7/2025 | HighTower Advisors LLC | 11,791 | $334K | 0.0% | +4.2% | 0.126% | |
| 2/7/2025 | New Insight Wealth Advisors | 15,945 | $452K | 0.2% | +31.1% | 0.171% | |
| 2/6/2025 | Raymond James Financial Inc. | 232,914 | $6.60M | 0.0% | N/A | 2.491% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 4,895 | $139K | 0.0% | N/A | 0.052% | |
| 2/6/2025 | Interactive Financial Advisors Inc. | 44,697 | $1.27M | 0.7% | +9.2% | 0.478% | |
| 2/6/2025 | Jones Financial Companies Lllp | 8,726 | $247K | 0.0% | +116.2% | 0.093% | |
| 2/5/2025 | WT Wealth Management | 44,125 | $1.25M | 0.4% | -2.2% | 0.472% | |
| 2/3/2025 | Private Advisor Group LLC | 12,968 | $367K | 0.0% | +14.6% | 0.139% | |
| 2/3/2025 | Financial Perspectives Inc | 1,342 | $38K | 0.0% | N/A | 0.014% | |
| 1/31/2025 | Truist Financial Corp | 52,300 | $1.48M | 0.0% | -1.7% | 0.559% | |
| 1/30/2025 | Opes Wealth Management LLC | 142,536 | $4.04M | 0.8% | +4.1% | 1.524% | |
| 1/30/2025 | Centerpoint Advisory Group | 7,700 | $218K | 0.2% | N/A | 0.082% | |
| 1/29/2025 | Leavell Investment Management Inc. | 26,935 | $763K | 0.0% | -26.4% | 0.288% | |
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| 1/28/2025 | Chaney Capital Management Inc. | 242,672 | $6.87M | 3.3% | +28.2% | 2.595% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 99,046 | $2.81M | 0.0% | N/A | 1.059% | |
| 1/23/2025 | Heck Capital Advisors LLC | 286,531 | $8.12M | 0.6% | N/A | 3.065% | |
| 1/23/2025 | McKinley Carter Wealth Services Inc. | 34,930 | $989K | 0.1% | +4.7% | 0.374% | |
| 1/23/2025 | NorthStar Asset Management LLC NJ | 22,584 | $640K | 0.2% | +9.4% | 0.242% | |
| 1/22/2025 | Falcon Wealth Planning | 89,272 | $2.53M | 0.3% | +77.1% | 0.955% | |
| 1/21/2025 | Flagship Harbor Advisors LLC | 8,051 | $228K | 0.0% | N/A | 0.086% | |
| 1/21/2025 | Cornerstone Wealth Management LLC | 150,139 | $4.25M | 0.3% | +2.4% | 1.606% | |
| 1/17/2025 | Octavia Wealth Advisors LLC | 26,725 | $757K | 0.1% | +8.4% | 0.286% | |
| 1/15/2025 | Merit Financial Group LLC | 119,161 | $3.38M | 0.1% | +13.4% | 1.274% | |
