| 5/22/2025 | Mattson Financial Services LLC | 646 | $34K | 0.0% | -98.7% | 0.005% | |
| 5/20/2025 | Belpointe Asset Management LLC | 4,769 | $250K | 0.0% | N/A | 0.036% | |
| 5/20/2025 | Flaharty Asset Management LLC | 354,211 | $18.54M | 2.7% | +9.4% | 2.673% | |
| 5/19/2025 | Jane Street Group LLC | 200,768 | $10.51M | 0.0% | +2,946.1% | 1.515% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 729,605 | $38.20M | 0.0% | +143.8% | 5.506% | |
| 5/16/2025 | NewEdge Advisors LLC | 26,523 | $1.39M | 0.0% | +25.0% | 0.200% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 5,875 | $308K | 0.0% | N/A | 0.044% | |
| 5/15/2025 | MAI Capital Management | 61,951 | $3.24M | 0.0% | +26.2% | 0.468% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 52,026 | $2.72M | 0.3% | +26.4% | 0.393% | |
| 5/14/2025 | Jane Street Group LLC | 200,768 | $10.51M | 0.0% | +2,946.1% | 1.515% | |
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| 5/14/2025 | Compound Planning Inc. | 10,335 | $541K | 0.0% | N/A | 0.078% | |
| 5/14/2025 | CW Advisors LLC | 1,611,023 | $84.34M | 1.0% | +58.0% | 12.159% | |
| 5/14/2025 | Flow Traders U.S. LLC | 14,646 | $767K | 0.0% | +147.1% | 0.111% | |
| 5/14/2025 | Blue Investment Partners LLC | 62,330 | $3.26M | 1.2% | +5.5% | 0.470% | |
| 5/13/2025 | Blue Edge Capital LLC | 72,072 | $3.77M | 0.6% | N/A | 0.544% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 799,032 | $41.83M | 0.2% | +25.9% | 6.030% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 9,361 | $490K | 0.1% | -95.2% | 0.071% | |
| 5/9/2025 | Comprehensive Financial Planning Inc. PA | 10,988 | $575K | 0.6% | -6.6% | 0.083% | |
| 5/7/2025 | Nottingham Advisors Inc. | 373,805 | $19.57M | 2.9% | -12.0% | 2.821% | |
| 5/7/2025 | LPL Financial LLC | 257,533 | $13.48M | 0.0% | +132.0% | 1.944% | |
| 5/7/2025 | HB Wealth Management LLC | 34,991 | $1.83M | 0.0% | N/A | 0.264% | |
| 5/6/2025 | AE Wealth Management LLC | 162,630 | $8.51M | 0.1% | +23.4% | 1.227% | |
| 5/2/2025 | Grant Street Asset Management Inc. | 768,662 | $40.24M | 9.8% | N/A | 5.801% | |
| 5/2/2025 | Apollon Wealth Management LLC | 119,543 | $6.26M | 0.1% | +22.0% | 0.902% | |
| 5/1/2025 | WESPAC Advisors LLC | 21,482 | $1.13M | 0.9% | N/A | 0.160% | |
| 4/30/2025 | Leavell Investment Management Inc. | 12,580 | $659K | 0.0% | +30.9% | 0.094% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 72,916 | $3.82M | 0.0% | -2.4% | 0.542% | |
| 4/29/2025 | Bank of New York Mellon Corp | 109,855 | $5.75M | 0.0% | -2.8% | 0.817% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 30,025 | $1.57M | 0.1% | +109.3% | 0.223% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 11,807 | $618K | 0.0% | +51.3% | 0.088% | |
| 4/28/2025 | Weaver Consulting Group | 11,850 | $620K | 0.2% | +182.1% | 0.088% | |
| 4/25/2025 | Waterfront Wealth Inc. | 102,496 | $5.37M | 1.3% | +130.2% | 0.762% | |
| 4/24/2025 | Hidden Cove Wealth Management LLC | 75,382 | $3.95M | 3.1% | +28.2% | 0.560% | |
| 4/23/2025 | Financial Enhancement Group LLC | 474,030 | $24.46M | 3.8% | -2.9% | 3.524% | |
| 4/23/2025 | Cornerstone Wealth Group LLC | 112,233 | $5.88M | 0.5% | N/A | 0.834% | |
| 4/23/2025 | Guardian Financial Partners LLC | 295,433 | $15.47M | 7.4% | N/A | 2.197% | |
| 4/22/2025 | Whalen Wealth Management Inc. | 53,143 | $2.78M | 1.9% | N/A | 0.395% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 208,028 | $10.89M | 0.0% | +7.3% | 1.547% | |
| 4/22/2025 | Crumly & Associates Inc. | 177,261 | $9.28M | 2.6% | N/A | 1.318% | |
| 4/22/2025 | Buck Wealth Strategies LLC | 162,365 | $8.50M | 1.5% | N/A | 1.207% | |
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| 4/22/2025 | Masso Torrence Wealth Management Inc. | 55,854 | $2.92M | 1.6% | +14.9% | 0.415% | |
| 4/22/2025 | Merkkuri Wealth Advisors LLC | 44,617 | $2.34M | 2.0% | N/A | 0.332% | |
| 4/21/2025 | CLG LLC | 6,059 | $317K | 0.1% | N/A | 0.045% | |
| 4/21/2025 | Advisory Resource Group | 253,823 | $13.29M | 2.7% | +8.1% | 1.887% | |
| 4/21/2025 | Community Bank N.A. | 11,375 | $595K | 0.1% | +10.6% | 0.085% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 11,593 | $607K | 0.0% | -37.5% | 0.086% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 1,036,789 | $54.28M | 0.1% | +255.1% | 7.708% | |
| 4/15/2025 | Magnolia Private Wealth LLC | 14,071 | $737K | 0.4% | N/A | 0.105% | |
| 4/15/2025 | Atwood & Palmer Inc. | 449,236 | $23.52M | 1.6% | +24.8% | 3.340% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 55,248 | $2.89M | 0.1% | N/A | 0.411% | |
| 4/14/2025 | Tounjian Advisory Partners LLC | 17,602 | $921K | 0.2% | N/A | 0.131% | |
| 4/14/2025 | Courier Capital LLC | 85,520 | $4.48M | 0.3% | +163.0% | 0.636% | |
| 4/11/2025 | Epiq Partners LLC | 181,543 | $9.50M | 5.0% | +10.3% | 1.350% | |
| 4/11/2025 | StoneCrest Wealth Management Inc. | 59,486 | $3.11M | 2.0% | N/A | 0.442% | |
| 4/11/2025 | Magnus Financial Group LLC | 53,864 | $2.82M | 0.3% | -3.1% | 0.400% | |
| 4/11/2025 | Annex Advisory Services LLC | 8,295 | $434K | 0.0% | -44.6% | 0.062% | |
| 4/10/2025 | Channel Wealth LLC | 38,526 | $2.02M | 0.6% | N/A | 0.286% | |
| 4/9/2025 | Harbor Investment Advisory LLC | 13,354 | $699K | 0.1% | N/A | 0.093% | |
| 4/9/2025 | Gradient Investments LLC | 12,149 | $636K | 0.0% | -99.2% | 0.084% | |
| 4/2/2025 | Global Wealth Strategies & Associates | 793 | $42K | 0.0% | N/A | 0.006% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 291,966 | $15.13M | 0.0% | +12.3% | 2.212% | |
| 3/10/2025 | Mattson Financial Services LLC | 49,654 | $2.63M | 0.8% | +26.8% | 0.376% | |
| 2/17/2025 | Janus Henderson Group PLC | 4,119 | $213K | 0.0% | -98.0% | 0.086% | |
| 2/17/2025 | Ameriprise Financial Inc. | 7,192 | $373K | 0.0% | N/A | 0.150% | |
| 2/14/2025 | Jane Street Group LLC | 6,591 | $341K | 0.0% | -63.2% | 0.137% | |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 634,747 | $32.89M | 0.1% | +46.4% | 13.224% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 7,802 | $404K | 0.0% | N/A | 0.163% | |
| 2/13/2025 | NewEdge Advisors LLC | 21,221 | $1.10M | 0.0% | +12.8% | 0.442% | |
| 2/13/2025 | Raymond James Financial Inc. | 3,867 | $200K | 0.0% | N/A | 0.081% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 74,694 | $3.87M | 0.0% | +17.4% | 1.556% | |
| 2/12/2025 | Nottingham Advisors Inc. | 424,891 | $22.01M | 2.8% | -1.9% | 8.852% | |
| 2/12/2025 | OLD Mission Capital LLC | 5,873 | $304K | 0.0% | N/A | 0.122% | |
| 2/12/2025 | Transamerica Financial Advisors Inc. | 41,176 | $2.13M | 0.2% | -1.6% | 0.858% | |
| 2/12/2025 | JPMorgan Chase & Co. | 10,506 | $544K | 0.0% | N/A | 0.219% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 1,019,806 | $52.84M | 0.7% | +8.1% | 21.246% | |
| 2/11/2025 | Community Bank N.A. | 10,284 | $533K | 0.1% | +14.2% | 0.214% | |
| 2/11/2025 | LPL Financial LLC | 110,997 | $5.75M | 0.0% | N/A | 2.312% | |
| 2/11/2025 | 1620 Investment Advisors Inc. | 27,137 | $1.41M | 1.1% | N/A | 0.565% | |
| 2/10/2025 | Eldridge Investment Advisors Inc. | 49,207 | $2.55M | 0.6% | N/A | 1.025% | |
| 2/10/2025 | Corient Private Wealth LLC | 126,473 | $6.55M | 0.0% | +52.4% | 2.635% | |
| 2/10/2025 | Farther Finance Advisors LLC | 12,088 | $626K | 0.0% | +3.4% | 0.252% | |
| 2/6/2025 | Raymond James Financial Inc. | 3,867 | $200K | 0.0% | N/A | 0.081% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 5,766 | $299K | 0.0% | +103.7% | 0.120% | |
| 2/5/2025 | Flaharty Asset Management LLC | 323,678 | $16.77M | 2.4% | N/A | 6.743% | |
| 2/5/2025 | Private Trust Co. NA | 4,000 | $207K | 0.0% | N/A | 0.083% | |
| 2/4/2025 | Bank of New York Mellon Corp | 112,977 | $5.85M | 0.0% | +1.0% | 2.354% | |
| 2/4/2025 | Brown Financial Advisors | 95,746 | $4.96M | 2.0% | +45.0% | 1.995% | |
| 2/4/2025 | Pine Valley Investments Ltd Liability Co | 96,871 | $5.02M | 0.3% | +7.8% | 2.018% | |
| 2/3/2025 | Waterfront Wealth Inc. | 44,524 | $2.31M | 0.6% | +81.5% | 0.928% | |
| 1/31/2025 | Truist Financial Corp | 56,748 | $2.94M | 0.0% | -8.1% | 1.182% | |
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| 1/29/2025 | Hidden Cove Wealth Management LLC | 58,808 | $3.05M | 2.5% | N/A | 1.225% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 15,346 | $795K | 0.0% | N/A | 0.320% | |
| 1/29/2025 | Leavell Investment Management Inc. | 9,612 | $498K | 0.0% | N/A | 0.200% | |
| 1/29/2025 | Paladin Wealth LLC | 61,474 | $3.19M | 2.8% | +43.0% | 1.281% | |
| 1/29/2025 | Comprehensive Financial Planning Inc. PA | 11,770 | $610K | 0.5% | N/A | 0.245% | |
| 1/28/2025 | Advisory Resource Group | 234,899 | $12.17M | 2.6% | +5.1% | 4.894% | |
| 1/28/2025 | Apollon Wealth Management LLC | 98,012 | $5.08M | 0.1% | +11.4% | 2.042% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 14,345 | $743K | 0.1% | +108.5% | 0.299% | |
| 1/23/2025 | Masso Torrence Wealth Management Inc. | 48,607 | $2.52M | 1.3% | +11.2% | 1.013% | |
| 1/22/2025 | Epiq Partners LLC | 164,580 | $8.53M | 4.6% | N/A | 3.429% | |
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