| 5/16/2025 | NewEdge Advisors LLC | 328,266 | $16.92M | 0.1% | +3.7% | 0.854% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 104,513 | $5.39M | 0.1% | +68.9% | 0.272% | |
| 5/15/2025 | Baird Financial Group Inc. | 82,157 | $4.24M | 0.0% | -0.7% | 0.214% | |
| 5/15/2025 | OLD Mission Capital LLC | 75,567 | $3.90M | 0.1% | -59.9% | 0.197% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 3,001 | $155K | 0.1% | +250.6% | 0.008% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 415,861 | $21.44M | 1.6% | -11.9% | 1.082% | |
| 5/14/2025 | Flow Traders U.S. LLC | 10,366 | $534K | 0.0% | -79.1% | 0.027% | |
| 5/14/2025 | Legacy Financial Advisors Inc. | 49,989 | $2.58M | 0.4% | -5.4% | 0.130% | |
| 5/12/2025 | Staley Capital Advisers Inc. | 6,000 | $309K | 0.0% | N/A | 0.016% | |
| 5/8/2025 | Davis R M Inc. | 302,943 | $15.62M | 0.3% | -2.5% | 0.788% | |
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| 5/8/2025 | Foster & Motley Inc. | 61,818 | $3.19M | 0.2% | +3.7% | 0.161% | |
| 5/7/2025 | Sterling Investment Advisors Ltd. | 17,675 | $911K | 0.2% | +37.0% | 0.046% | |
| 5/7/2025 | Keyvantage Wealth LLC | 134,893 | $6.95M | 3.4% | +139.1% | 0.351% | |
| 5/5/2025 | Elyxium Wealth LLC | 30,660 | $1.58M | 0.7% | +412.2% | 0.085% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 840 | $43K | 0.0% | N/A | 0.002% | |
| 5/2/2025 | Transcendent Capital Group LLC | 16,795 | $866K | 0.5% | -2.1% | 0.047% | |
| 4/30/2025 | Quotient Wealth Partners LLC | 288,466 | $14.87M | 0.5% | -21.8% | 0.803% | |
| 4/30/2025 | 49 Wealth Management LLC | 9,309 | $480K | 0.1% | +19.4% | 0.026% | |
| 4/29/2025 | Centennial Bank AR | 2,098 | $108K | 0.1% | -69.6% | 0.006% | |
| 4/29/2025 | Bank of New York Mellon Corp | 27,338 | $1.41M | 0.0% | +395.3% | 0.076% | |
| 4/28/2025 | Private Trust Co. NA | 33,967 | $1.75M | 0.2% | -4.4% | 0.095% | |
| 4/25/2025 | Morton Brown Family Wealth LLC | 169,105 | $8.72M | 3.0% | +19.6% | 0.471% | |
| 4/25/2025 | Westside Investment Management Inc. | 34,892 | $1.80M | 0.4% | -1.1% | 0.097% | |
| 4/23/2025 | Golden State Wealth Management LLC | 640 | $33K | 0.0% | +124.6% | 0.002% | |
| 4/23/2025 | Bessemer Group Inc. | 3,863 | $199K | 0.0% | N/A | 0.011% | |
| 4/23/2025 | Steph & Co. | 79,100 | $4.08M | 1.5% | -5.8% | 0.220% | |
| 4/21/2025 | ORG Partners LLC | 16,237 | $837K | 0.2% | -5.7% | 0.045% | |
| 4/21/2025 | Duncan Williams Asset Management LLC | 34,311 | $1.77M | 0.6% | -0.7% | 0.096% | |
| 4/17/2025 | Vicus Capital | 8,521 | $439K | 0.0% | +4.1% | 0.024% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 572,442 | $29.51M | 0.3% | +1.0% | 1.594% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 32,216 | $1.66M | 0.0% | +18.9% | 0.090% | |
| 4/17/2025 | Hanson & Doremus Investment Management | 51,259 | $2.64M | 0.4% | +3.2% | 0.143% | |
| 4/15/2025 | GAMMA Investing LLC | 33,396 | $1.72M | 0.1% | +42.5% | 0.093% | |
| 4/14/2025 | Farther Finance Advisors LLC | 41,790 | $2.16M | 0.1% | +244.8% | 0.116% | |
| 4/14/2025 | NewSquare Capital LLC | 5,912 | $305K | 0.0% | N/A | 0.016% | |
| 4/11/2025 | Princeton Global Asset Management LLC | 18,085 | $932K | 0.2% | +3.8% | 0.051% | |
| 4/7/2025 | GAMMA Investing LLC | 1,721,564 | $88.75M | 0.0% | +7,248.3% | 4.901% | |
| 4/7/2025 | AdvisorNet Financial Inc | 2,791 | $144K | 0.0% | -38.1% | 0.008% | |
| 2/24/2025 | Ameriflex Group Inc. | 1,711 | $89K | 0.0% | N/A | 0.005% | |
| 2/18/2025 | Sunbelt Securities Inc. | 6,558 | $340K | 0.0% | -4.4% | 0.024% | |
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| 2/18/2025 | 49 Wealth Management LLC | 7,796 | $403K | 0.1% | +11.5% | 0.028% | |
| 2/18/2025 | Novem Group | 17,778 | $920K | 0.1% | N/A | 0.064% | |
| 2/18/2025 | Continuum Advisory LLC | 4,980 | $258K | 0.0% | -11.8% | 0.018% | |
| 2/17/2025 | Security National Bank of Sioux City Iowa IA | 10,805 | $559K | 0.4% | N/A | 0.039% | |
| 2/17/2025 | Elyxium Wealth LLC | 5,986 | $310K | 0.2% | N/A | 0.021% | |
| 2/17/2025 | Captrust Financial Advisors | 28,764 | $1.49M | 0.0% | +15.8% | 0.103% | |
| 2/17/2025 | Baird Financial Group Inc. | 82,757 | $4.28M | 0.0% | +0.6% | 0.297% | |
| 2/14/2025 | Keyvantage Wealth LLC | 56,406 | $2.92M | 2.1% | N/A | 0.202% | |
| 2/14/2025 | IHT Wealth Management LLC | 21,959 | $1.14M | 0.0% | -46.1% | 0.079% | |
| 2/13/2025 | Sagespring Wealth Partners LLC | 566,606 | $29.31M | 0.3% | N/A | 2.032% | |
| 2/13/2025 | Legacy Financial Advisors Inc. | 52,825 | $2.73M | 0.5% | -11.3% | 0.189% | |
| 2/12/2025 | OLD Mission Capital LLC | 188,295 | $9.74M | 0.1% | N/A | 0.675% | |
| 2/12/2025 | CIBC Private Wealth Group LLC | 1,426 | $74K | 0.0% | -20.3% | 0.005% | |
| 2/12/2025 | JPMorgan Chase & Co. | 1,642,212 | $84.95M | 0.0% | +47.5% | 5.888% | |
| 2/11/2025 | Millstone Evans Group LLC | 4,000 | $207K | 0.1% | N/A | 0.014% | |
| 2/10/2025 | Cozad Asset Management Inc. | 4,945 | $256K | 0.0% | -15.4% | 0.018% | |
| 2/10/2025 | Farther Finance Advisors LLC | 12,121 | $627K | 0.0% | -17.9% | 0.043% | |
| 2/7/2025 | Davis R M Inc. | 310,750 | $16.08M | 0.3% | +12.6% | 1.114% | |
| 2/7/2025 | Kendall Capital Management | 11,600 | $600K | 0.2% | N/A | 0.042% | |
| 2/6/2025 | Jones Financial Companies Lllp | 73,698 | $3.81M | 0.0% | +188.7% | 0.264% | |
| 2/5/2025 | Goodwin Investment Advisory | 84,121 | $4.35M | 2.3% | -2.0% | 0.302% | |
| 2/5/2025 | Private Trust Co. NA | 35,542 | $1.84M | 0.2% | -1.2% | 0.127% | |
| 2/5/2025 | Magnolia Private Wealth LLC | 7,845 | $406K | 0.2% | N/A | 0.028% | |
| 2/4/2025 | Sterling Investment Advisors Ltd. | 12,900 | $667K | 0.2% | N/A | 0.046% | |
| 2/4/2025 | Bank of New York Mellon Corp | 5,519 | $285K | 0.0% | N/A | 0.020% | |
| 2/4/2025 | Transcendent Capital Group LLC | 17,152 | $887K | 0.5% | -11.2% | 0.061% | |
| 1/31/2025 | Morton Brown Family Wealth LLC | 141,434 | $7.32M | 2.5% | +21.0% | 0.507% | |
| 1/28/2025 | Compass Financial Services Inc | 1,163 | $60K | 0.0% | N/A | 0.004% | |
| 1/28/2025 | Quotient Wealth Partners LLC | 368,856 | $19.08M | 0.6% | -1.0% | 1.323% | |
| 1/24/2025 | Princeton Global Asset Management LLC | 17,421 | $901K | 0.2% | +8.9% | 0.062% | |
| 1/23/2025 | Foster & Motley Inc. | 59,634 | $3.09M | 0.2% | -2.3% | 0.214% | |
| 1/23/2025 | Orrstown Financial Services Inc. | 11,750 | $608K | 0.2% | N/A | 0.042% | |
| 1/21/2025 | Duncan Williams Asset Management LLC | 34,538 | $1.79M | 0.7% | +13.1% | 0.124% | |
| 1/21/2025 | AlphaMark Advisors LLC | 17,980 | $930K | 0.4% | +20.1% | 0.064% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 27,086 | $1.40M | 0.0% | +109.1% | 0.097% | |
| 1/17/2025 | Janney Capital Management LLC | 29,127 | $1.51M | 0.1% | -3.7% | 0.104% | |
| 1/17/2025 | Beaumont Financial Advisors LLC | 5,435 | $281K | 0.0% | +16.0% | 0.019% | |
| 1/15/2025 | Trust Co. of Vermont | 1,915 | $99K | 0.0% | N/A | 0.007% | |
| 1/14/2025 | Steph & Co. | 83,977 | $4.34M | 1.5% | -8.9% | 0.301% | |
| 1/14/2025 | Rockland Trust Co. | 17,335 | $897K | 0.0% | -34.3% | 0.062% | |
| 1/13/2025 | AdvisorNet Financial Inc | 4,511 | $233K | 0.0% | -74.9% | 0.016% | |
| 1/10/2025 | ORG Partners LLC | 17,215 | $891K | 0.1% | -1.7% | 0.062% | |
| 1/10/2025 | First International Bank & Trust | 71,381 | $3.69M | 1.2% | -2.8% | 0.256% | |
| 1/3/2025 | GAMMA Investing LLC | 23,428 | $1.21M | 0.1% | +8.9% | 0.084% | |
| 12/26/2024 | JPMorgan Chase & Co. | 1,113,341 | $58.99M | 0.0% | +25.6% | 3.992% | |
| 11/20/2024 | Westside Investment Management Inc. | 35,291 | $1.87M | 0.4% | -3.0% | 0.127% | |
| 11/18/2024 | Sunbelt Securities Inc. | 6,861 | $364K | 0.0% | +14.8% | 0.025% | |
| 11/15/2024 | Continuum Advisory LLC | 5,648 | $294K | 0.0% | -8.4% | 0.020% | |
| 11/15/2024 | IHT Wealth Management LLC | 40,714 | $2.16M | 0.1% | +93.2% | 0.146% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 62,046 | $3.29M | 0.0% | +76.7% | 0.222% | |
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| 11/14/2024 | Captrust Financial Advisors | 24,845 | $1.32M | 0.0% | +17.8% | 0.089% | |
| 11/14/2024 | Kingfisher Capital LLC | 12,232 | $648K | 0.1% | -7.7% | 0.044% | |
| 11/13/2024 | Private Trust Co. NA | 35,976 | $1.91M | 0.2% | -1.8% | 0.129% | |
| 11/13/2024 | Davis R M Inc. | 276,000 | $14.62M | 0.3% | +122.4% | 0.990% | |
| 11/8/2024 | First Horizon Advisors Inc. | 5,866 | $311K | 0.0% | N/A | 0.021% | |
| 11/6/2024 | Natixis Advisors LLC | 15,076 | $799K | 0.0% | +7.4% | 0.054% | |
| 11/2/2024 | Transcendent Capital Group LLC | 19,307 | $1.02M | 0.5% | -21.5% | 0.069% | |
| 10/31/2024 | Cozad Asset Management Inc. | 5,845 | $310K | 0.0% | +52.0% | 0.021% | |
| 10/30/2024 | Foster & Motley Inc. | 61,019 | $3.23M | 0.2% | -2.3% | 0.219% | |
| 10/30/2024 | Crestwood Advisors Group LLC | 3,800 | $201K | 0.0% | N/A | 0.014% | |
