| 8/26/2025 | Thrivent Financial for Lutherans | 68,542 | $2.05M | 0.0% | N/A | 0.699% | |
| 8/15/2025 | IHT Wealth Management LLC | 111,833 | $3.34M | 0.1% | +18.0% | 1.141% | |
| 8/14/2025 | NewEdge Advisors LLC | 91,204 | $2.72M | 0.0% | -9.6% | 0.931% | |
| 8/14/2025 | Sentinus LLC | 47,005 | $1.40M | 0.3% | +21.0% | 0.480% | |
| 8/14/2025 | Navis Wealth Advisors LLC | 14,888 | $444K | 0.4% | -8.5% | 0.152% | |
| 8/13/2025 | Gateway Wealth Partners LLC | 9,835 | $293K | 0.1% | +30.7% | 0.100% | |
| 8/13/2025 | Luminist Capital LLC | 57,683 | $1.72M | 1.7% | -0.6% | 0.589% | |
| 8/13/2025 | Trek Financial LLC | 53,754 | $1.60M | 0.1% | +22.6% | 0.549% | |
| 8/13/2025 | Holos Integrated Wealth LLC | 164,066 | $5.20M | 3.1% | +1.6% | 1.674% | |
| 8/11/2025 | TD Waterhouse Canada Inc. | 1,492 | $44K | 0.0% | N/A | 0.015% | |
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| 8/8/2025 | Cetera Investment Advisers | 161,789 | $4.83M | 0.0% | +32.1% | 1.618% | |
| 8/8/2025 | Davies Financial Advisors Inc. | 194,541 | $5.81M | 4.5% | -5.0% | 1.945% | |
| 8/6/2025 | AE Wealth Management LLC | 327,294 | $9.77M | 0.1% | +3.8% | 3.273% | |
| 8/6/2025 | Golden State Wealth Management LLC | 3,052 | $91K | 0.0% | +35.5% | 0.031% | |
| 8/5/2025 | Claro Advisors LLC | 22,679 | $677K | 0.1% | -11.1% | 0.227% | |
| 8/4/2025 | World Investment Advisors | 10,642 | $318K | 0.0% | -3.5% | 0.106% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 224,489 | $6.70M | 0.3% | N/A | 2.245% | |
| 8/1/2025 | GWN Securities Inc. | 21,895 | $654K | 0.1% | +24.7% | 0.219% | |
| 8/1/2025 | Delta Investment Management LLC | 74,066 | $2.21M | 0.4% | +10.3% | 0.741% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 158,498 | $4.72M | 0.0% | -39.1% | 1.585% | |
| 7/31/2025 | Whipplewood Advisors LLC | 30,414 | $908K | 0.5% | +59,535.3% | 0.304% | |
| 7/31/2025 | Pinnacle Wealth Management Group Inc. | 189,295 | $5.65M | 3.2% | +2.6% | 1.893% | |
| 7/30/2025 | Brookstone Capital Management | 15,225 | $454K | 0.0% | -12.8% | 0.152% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 202,740 | $6.23M | 0.2% | -9.0% | 2.027% | |
| 7/29/2025 | Financial Futures Ltd Liability Co. | 44,229 | $1.32M | 0.7% | -73.9% | 0.442% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 7,572 | $226K | 0.0% | N/A | 0.076% | |
| 7/28/2025 | Harbour Investments Inc. | 95,834 | $2.86M | 0.1% | +2.8% | 0.958% | |
| 7/28/2025 | RFG Advisory LLC | 31,258 | $933K | 0.0% | +48.9% | 0.313% | |
| 7/25/2025 | Yarger Wealth Strategies LLC | 25,959 | $775K | 0.4% | -11.1% | 0.260% | |
| 7/25/2025 | CWM LLC | 4,344 | $130K | 0.0% | -77.0% | 0.043% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 14,396 | $430K | 0.1% | +2.6% | 0.144% | |
| 7/22/2025 | Simplicity Wealth LLC | 431,012 | $12.86M | 0.5% | +1,286.6% | 4.310% | |
| 7/22/2025 | Diligent Investors LLC | 75,665 | $2.26M | 0.5% | +17.2% | 0.757% | |
| 7/17/2025 | Worth Financial Advisory Group LLC | 59,116 | $1.76M | 1.1% | +20.8% | 0.594% | |
| 7/16/2025 | Castleview Partners LLC | 18,920 | $565K | 0.4% | +21.8% | 0.190% | |
| 7/11/2025 | Farther Finance Advisors LLC | 52,975 | $1.58M | 0.0% | +100.1% | 0.532% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 108,481 | $3.25M | 0.0% | +12.3% | 1.090% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 17,760 | $530K | 0.0% | +13.1% | 0.178% | |
| 7/9/2025 | Triumph Capital Management | 60,917 | $1.82M | 0.5% | -3.3% | 0.612% | |
| 7/9/2025 | HFG Wealth Management LLC | 398,185 | $11.88M | 7.0% | +3.6% | 4.002% | |
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| 7/9/2025 | Beacon Financial Group | 25,251 | $753K | 0.1% | +33.5% | 0.254% | |
| 7/8/2025 | Richard P Slaughter Associates Inc | 25,209 | $752K | 0.2% | -90.9% | 0.253% | |
| 7/8/2025 | Gradient Investments LLC | 20,417 | $609K | 0.0% | N/A | 0.205% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 18,660 | $504K | 0.0% | N/A | 0.185% | |
| 5/19/2025 | Jane Street Group LLC | 69,927 | $1.89M | 0.0% | +94.1% | 0.682% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 49,228 | $1.33M | 0.1% | +120.6% | 0.480% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 18,660 | $504K | 0.0% | N/A | 0.182% | |
| 5/16/2025 | NewEdge Advisors LLC | 100,855 | $2.72M | 0.0% | +21.5% | 0.984% | |
| 5/14/2025 | Delta Investment Management LLC | 67,153 | $1.81M | 0.4% | +14.6% | 0.655% | |
| 5/14/2025 | Luminist Capital LLC | 58,014 | $1.57M | 1.7% | N/A | 0.566% | |
| 5/14/2025 | Kestra Advisory Services LLC | 566,743 | $15.31M | 0.1% | -1.1% | 5.529% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 222,895 | $6.17M | 0.2% | +49.7% | 2.175% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 1,189,172 | $32.12M | 0.0% | +161.8% | 11.602% | |
| 5/8/2025 | Harbour Investments Inc. | 93,261 | $2.52M | 0.1% | +38.0% | 0.910% | |
| 5/7/2025 | LPL Financial LLC | 582,902 | $15.74M | 0.0% | -20.2% | 5.687% | |
| 5/6/2025 | Cetera Investment Advisers | 122,471 | $3.31M | 0.0% | +93.4% | 1.195% | |
| 5/6/2025 | AE Wealth Management LLC | 315,212 | $8.51M | 0.1% | +1.8% | 3.075% | |
| 5/6/2025 | Triumph Capital Management | 62,975 | $1.70M | 0.6% | +44.3% | 0.614% | |
| 5/2/2025 | Sigma Planning Corp | 7,815 | $211K | 0.0% | +14.1% | 0.079% | |
| 5/1/2025 | CWM LLC | 18,902 | $511K | 0.0% | N/A | 0.191% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 7,526 | $203K | 0.0% | N/A | 0.076% | |
| 4/30/2025 | Trek Financial LLC | 43,860 | $1.19M | 0.1% | +77.4% | 0.443% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 260,417 | $7.03M | 0.0% | +1.6% | 2.630% | |
| 4/29/2025 | Ifrah Financial Services Inc. | 15,590 | $421K | 0.1% | -4.1% | 0.157% | |
| 4/28/2025 | Smart Money Group LLC | 9,551 | $258K | 0.2% | -98.6% | 0.093% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 13,894 | $376K | 0.0% | -59.0% | 0.140% | |
| 4/24/2025 | Golden State Wealth Management LLC | 2,252 | $61K | 0.0% | N/A | 0.023% | |
| 4/24/2025 | Financial Futures Ltd Liability Co. | 169,367 | $4.58M | 2.6% | +13.0% | 1.711% | |
| 4/23/2025 | Golden State Wealth Management LLC | 4,504 | $122K | 0.0% | N/A | 0.045% | |
| 4/23/2025 | Navis Wealth Advisors LLC | 16,267 | $439K | 0.4% | +18.5% | 0.164% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 58,208 | $1.57M | 0.0% | +21.2% | 0.588% | |
| 4/22/2025 | Worth Financial Advisory Group LLC | 48,926 | $1.32M | 0.8% | +40.0% | 0.494% | |
| 4/22/2025 | Castleview Partners LLC | 15,538 | $420K | 0.3% | +111.1% | 0.157% | |
| 4/22/2025 | Davies Financial Advisors Inc. | 204,782 | $5.53M | 4.7% | +18.5% | 2.069% | |
| 4/21/2025 | Well Done LLC | 7,633 | $223K | 0.0% | N/A | 0.077% | |
| 4/17/2025 | Authentikos Wealth Advisory LLC | 108,390 | $2.93M | 2.4% | N/A | 1.095% | |
| 4/17/2025 | Keystone Wealth Services LLC | 8,470 | $229K | 0.1% | N/A | 0.086% | |
| 4/16/2025 | Southland Equity Partners LLC | 89,420 | $2.42M | 0.6% | +4.1% | 0.903% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 96,574 | $2.61M | 0.0% | +88.2% | 0.975% | |
| 4/15/2025 | Yarger Wealth Strategies LLC | 29,186 | $788K | 0.5% | N/A | 0.295% | |
| 4/15/2025 | Simplicity Wealth LLC | 31,085 | $840K | 0.1% | N/A | 0.314% | |
| 4/14/2025 | Farther Finance Advisors LLC | 26,479 | $719K | 0.0% | +25.8% | 0.267% | |
| 4/14/2025 | Outlook Wealth Advisors LLC | 76,360 | $2.06M | 0.6% | -22.5% | 0.771% | |
| 4/11/2025 | Pinnacle Wealth Management Group Inc. | 184,575 | $4.99M | 3.5% | -11.7% | 1.864% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 15,704 | $424K | 0.0% | +28.4% | 0.159% | |
| 4/10/2025 | Diligent Investors LLC | 64,572 | $1.74M | 0.4% | +3.2% | 0.656% | |
| 4/10/2025 | Beacon Financial Group | 18,914 | $511K | 0.1% | N/A | 0.192% | |
| 4/10/2025 | Richard P Slaughter Associates Inc | 275,550 | $7.44M | 1.7% | -28.3% | 2.797% | |
| 4/9/2025 | RFG Advisory LLC | 20,995 | $567K | 0.0% | +27.1% | 0.213% | |
| 4/8/2025 | HFG Wealth Management LLC | 384,419 | $11.24M | 6.8% | N/A | 3.903% | |
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| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 51,305 | $1.50M | 0.0% | N/A | 0.524% | |
| 3/12/2025 | Centaurus Financial Inc. | 10,812 | $316K | 0.0% | N/A | 0.110% | |
| 2/25/2025 | Armis Advisers LLC | 63,110 | $1.85M | 0.2% | N/A | 0.647% | |
| 2/25/2025 | Integrated Advisors Network LLC | 7,881 | $230K | 0.0% | N/A | 0.081% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 159,916 | $4.68M | 0.3% | N/A | 1.640% | |
| 2/18/2025 | Sunbelt Securities Inc. | 27,103 | $800K | 0.1% | +1,405.7% | 0.278% | |
| 2/18/2025 | Delta Investment Management LLC | 58,583 | $1.71M | 0.3% | +7.4% | 0.601% | |
| 2/17/2025 | Diligent Investors LLC | 62,572 | $1.83M | 0.4% | -0.8% | 1.738% | |
| 2/17/2025 | Cetera Investment Advisers | 63,322 | $1.85M | 0.0% | +26.0% | 1.759% | |
| 2/17/2025 | Citadel Advisors LLC | 21,064 | $616K | 0.0% | N/A | 0.585% | |
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