| 8/1/2025 | Howard Capital Management Inc. | 154,840 | $6.57M | 0.1% | +25.4% | 0.736% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 7,322 | $311K | 0.0% | N/A | 0.035% | |
| 7/31/2025 | CAP Partners LLC | 9,989 | $424K | 0.3% | +10.7% | 0.047% | |
| 7/30/2025 | Prosperity Financial Group Inc. | 118,492 | $5.03M | 2.1% | +4.2% | 0.564% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 14,993 | $650K | 0.0% | +9.5% | 0.071% | |
| 7/29/2025 | BKM Wealth Management LLC | 19,459 | $826K | 0.3% | +50.4% | 0.093% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 5,721 | $243K | 0.0% | N/A | 0.027% | |
| 7/29/2025 | Private Trust Co. NA | 3,798 | $161K | 0.0% | N/A | 0.018% | |
| 7/28/2025 | Mutual Advisors LLC | 9,447 | $411K | 0.0% | +10.2% | 0.045% | |
| 7/25/2025 | MGO One Seven LLC | 12,593 | $534K | 0.0% | N/A | 0.060% | |
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| 7/25/2025 | Concurrent Investment Advisors LLC | 5,729 | $243K | 0.0% | +12.9% | 0.027% | |
| 7/22/2025 | Belpointe Asset Management LLC | 8,896 | $377K | 0.0% | +14.4% | 0.043% | |
| 7/22/2025 | Woodmont Investment Counsel LLC | 5,789 | $246K | 0.0% | +9.2% | 0.028% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 7,887 | $335K | 0.0% | -37.8% | 0.038% | |
| 7/22/2025 | Accel Wealth Management | 20,430 | $867K | 0.3% | +19.7% | 0.098% | |
| 7/22/2025 | Signature Wealth Management Partners LLC | 6,827 | $290K | 0.2% | +5.6% | 0.033% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 20,797 | $882K | 0.1% | +4.6% | 0.100% | |
| 7/18/2025 | PFG Investments LLC | 134,584 | $5.71M | 0.3% | +9.0% | 0.649% | |
| 7/18/2025 | Requisite Capital Management LLC | 26,003 | $1.10M | 0.2% | -80.2% | 0.125% | |
| 7/17/2025 | Capital Investment Advisors LLC | 731,210 | $31.03M | 0.6% | +10.0% | 3.534% | |
| 7/17/2025 | Alpine Bank Wealth Management | 2,804 | $119K | 0.0% | N/A | 0.014% | |
| 7/16/2025 | BOS Asset Management LLC | 14,225 | $604K | 0.2% | +6.7% | 0.069% | |
| 7/15/2025 | Pitti Group Wealth Management LLC | 32,140 | $1.36M | 1.2% | +6.7% | 0.155% | |
| 7/15/2025 | Financial Partners Group Inc | 15,090 | $640K | 0.1% | -47.6% | 0.073% | |
| 7/14/2025 | AdvisorNet Financial Inc | 2,142 | $91K | 0.0% | +91.6% | 0.010% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 6,277 | $266K | 0.0% | N/A | 0.030% | |
| 7/9/2025 | Reyes Financial Architecture Inc. | 2,505 | $106K | 0.1% | -60.0% | 0.012% | |
| 5/22/2025 | BOS Asset Management LLC | 13,334 | $561K | 0.2% | +21.5% | 0.069% | |
| 5/22/2025 | WBI Investments LLC | 28,154 | $1.19M | 0.3% | -21.7% | 0.146% | |
| 5/20/2025 | Belpointe Asset Management LLC | 7,779 | $327K | 0.0% | N/A | 0.040% | |
| 5/20/2025 | Focus Partners Wealth | 11,000 | $463K | 0.0% | +57.1% | 0.057% | |
| 5/16/2025 | NewEdge Advisors LLC | 15,828 | $666K | 0.0% | +26.6% | 0.082% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 45,188 | $1.90M | 0.0% | +58.3% | 0.235% | |
| 5/15/2025 | Royal Bank of Canada | 895,733 | $37.70M | 0.0% | +21.2% | 4.651% | |
| 5/15/2025 | OLD Mission Capital LLC | 18,673 | $786K | 0.0% | N/A | 0.097% | |
| 5/14/2025 | Comerica Bank | 2,137 | $90K | 0.0% | N/A | 0.011% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 324,294 | $13.65M | 0.1% | +32.3% | 1.684% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,342,528 | $56.51M | 0.0% | +20.7% | 6.971% | |
| 5/13/2025 | Eaton Financial Holdings Company LLC | 5,070 | $213K | 0.1% | N/A | 0.026% | |
| 5/12/2025 | Maia Wealth LLC | 7,461 | $291K | 0.1% | +61.4% | 0.039% | |
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| 5/9/2025 | Chicago Partners Investment Group LLC | 13,688 | $538K | 0.0% | +16.8% | 0.071% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 15,370 | $647K | 0.0% | +25.4% | 0.080% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 44,741 | $1.88M | 0.1% | +9.9% | 0.232% | |
| 5/8/2025 | Signature Wealth Management Partners LLC | 6,463 | $272K | 0.2% | +4.5% | 0.034% | |
| 5/8/2025 | CAP Partners LLC | 9,027 | $380K | 0.3% | +72.9% | 0.047% | |
| 5/8/2025 | Howard Capital Management Inc. | 123,454 | $5.20M | 0.1% | +14.9% | 0.641% | |
| 5/7/2025 | LPL Financial LLC | 952,878 | $40.11M | 0.0% | +21.0% | 4.947% | |
| 5/6/2025 | Cetera Investment Advisers | 25,675 | $1.08M | 0.0% | +62.6% | 0.133% | |
| 5/6/2025 | Advisor OS LLC | 149,255 | $6.28M | 0.7% | +34.2% | 0.775% | |
| 5/6/2025 | Wedbush Securities Inc. | 21,804 | $918K | 0.0% | N/A | 0.113% | |
| 5/6/2025 | Financial Partners Group Inc | 28,792 | $1.21M | 0.2% | +25.9% | 0.149% | |
| 5/5/2025 | BKM Wealth Management LLC | 12,937 | $545K | 0.2% | +14.0% | 0.067% | |
| 5/5/2025 | Morse Asset Management Inc | 28,380 | $1.20M | 0.3% | +1.8% | 0.147% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 9,310 | $392K | 0.0% | N/A | 0.048% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 93,752 | $3.95M | 0.1% | +36.2% | 0.487% | |
| 5/1/2025 | Reyes Financial Architecture Inc. | 6,259 | $263K | 0.2% | N/A | 0.035% | |
| 5/1/2025 | Grant GrossMendelsohn LLC | 11,541 | $456K | 0.3% | -22.8% | 0.065% | |
| 4/30/2025 | MJP Associates Inc. ADV | 149,255 | $6.28M | 1.1% | +39.8% | 0.839% | |
| 4/30/2025 | Bernardo Wealth Planning LLC | 8,006 | $337K | 0.1% | N/A | 0.045% | |
| 4/30/2025 | Brown Advisory Inc. | 11,026 | $464K | 0.0% | N/A | 0.062% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 5,073 | $214K | 0.0% | N/A | 0.029% | |
| 4/28/2025 | Mutual Advisors LLC | 8,575 | $339K | 0.0% | N/A | 0.048% | |
| 4/25/2025 | Essex Financial Services Inc. | 12,700 | $535K | 0.0% | +11.1% | 0.071% | |
| 4/22/2025 | Bernardo Wealth Planning LLC | 8,006 | $337K | 0.1% | N/A | 0.045% | |
| 4/22/2025 | Woodmont Investment Counsel LLC | 5,300 | $223K | 0.0% | -5.4% | 0.030% | |
| 4/22/2025 | PFG Investments LLC | 123,492 | $5.20M | 0.3% | +25.5% | 0.694% | |
| 4/21/2025 | JBR Co Financial Management Inc | 8,000 | $337K | 0.2% | N/A | 0.045% | |
| 4/15/2025 | Requisite Capital Management LLC | 131,543 | $5.54M | 1.2% | +16.1% | 0.739% | |
| 4/14/2025 | Capital Investment Advisors LLC | 665,025 | $27.99M | 0.5% | +147.4% | 3.736% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 19,874 | $837K | 0.1% | -2.4% | 0.112% | |
| 4/11/2025 | Pitti Group Wealth Management LLC | 30,111 | $1.27M | 1.3% | +6.5% | 0.169% | |
| 4/10/2025 | Gainplan LLC | 5,241 | $221K | 0.1% | -47.7% | 0.030% | |
| 4/10/2025 | Accel Wealth Management | 17,064 | $718K | 0.3% | +99.4% | 0.099% | |
| 4/10/2025 | Hennion & Walsh Asset Management Inc. | 769,198 | $32.38M | 1.4% | -30.4% | 4.454% | |
| 4/7/2025 | AdvisorNet Financial Inc | 1,118 | $47K | 0.0% | -23.5% | 0.006% | |
| 2/19/2025 | Richmond Investment Services LLC | 71,361 | $3.16M | 1.8% | N/A | 0.487% | |
| 2/17/2025 | WBI Investments LLC | 35,968 | $1.59M | 0.4% | N/A | 0.246% | |
| 2/17/2025 | Strategic Wealth Partners Ltd. | 22,493 | $1.03M | 0.1% | N/A | 0.154% | |
| 2/17/2025 | Royal Bank of Canada | 739,260 | $32.74M | 0.0% | +102.0% | 5.046% | |
| 2/17/2025 | Morse Asset Management Inc | 27,865 | $1.23M | 0.3% | N/A | 0.190% | |
| 2/17/2025 | MJP Associates Inc. ADV | 106,726 | $4.73M | 0.8% | +60.0% | 0.729% | |
| 2/17/2025 | KKM Financial LLC | 15,872 | $703K | 0.3% | +107.5% | 0.108% | |
| 2/17/2025 | Focus Partners Wealth | 7,000 | $310K | 0.0% | N/A | 0.048% | |
| 2/17/2025 | CoreCap Advisors LLC | 766 | $34K | 0.0% | +91.5% | 0.005% | |
| 2/17/2025 | Cetera Investment Advisers | 15,791 | $699K | 0.0% | +56.0% | 0.108% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 40,724 | $1.80M | 0.1% | N/A | 0.278% | |
| 2/17/2025 | Bank of America Corp DE | 864,904 | $38.31M | 0.0% | +26,085.4% | 5.904% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 1,545 | $68K | 0.0% | N/A | 0.011% | |
| 2/14/2025 | Coldstream Capital Management Inc. | 4,586 | $203K | 0.0% | N/A | 0.199% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 28,552 | $1.27M | 0.0% | +282.0% | 1.236% | |
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| 2/14/2025 | BOS Asset Management LLC | 10,977 | $486K | 0.2% | N/A | 0.475% | |
| 2/13/2025 | NewEdge Advisors LLC | 12,501 | $554K | 0.0% | +17.2% | 0.541% | |
| 2/13/2025 | Barclays PLC | 60,000 | $2.66M | 0.0% | -76.9% | 2.597% | |
| 2/13/2025 | Maxwell Wealth Strategies Inc. | 39,154 | $1.73M | 0.7% | +63.6% | 1.695% | |
| 2/13/2025 | Raymond James Financial Inc. | 1,112,394 | $49.27M | 0.0% | N/A | 48.156% | |
| 2/12/2025 | CIBC Private Wealth Group LLC | 13,522 | $601K | 0.0% | +476.9% | 0.585% | |
| 2/11/2025 | Woodmont Investment Counsel LLC | 5,600 | $248K | 0.0% | +5.7% | 0.242% | |
| 2/11/2025 | LPL Financial LLC | 787,278 | $34.87M | 0.0% | +148.4% | 34.081% | |
| 2/10/2025 | Pitti Group Wealth Management LLC | 28,281 | $1.25M | 1.3% | N/A | 1.224% | |
| 2/10/2025 | Eldridge Investment Advisors Inc. | 13,213 | $585K | 0.1% | +1.8% | 0.572% | |
