| 5/1/2025 | Park Square Financial Group LLC | 477 | $25K | 0.0% | N/A | 0.010% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 217,983 | $11.30M | 0.6% | N/A | 4.449% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 872,812 | $45.23M | 0.0% | -44.3% | 17.812% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 5,412 | $285K | 0.1% | N/A | 0.110% | |
| 4/24/2025 | Tranquility Partners LLC | 4,191 | $217K | 0.1% | N/A | 0.086% | |
| 4/22/2025 | Worth Financial Advisory Group LLC | 5,551 | $288K | 0.2% | -5.5% | 0.113% | |
| 4/17/2025 | Stewardship Advisors LLC | 8,926 | $463K | 0.1% | -50.9% | 0.182% | |
| 2/17/2025 | Citadel Advisors LLC | 38,209 | $1.83M | 0.0% | N/A | 0.822% | |
| 2/17/2025 | Bank of America Corp DE | 340,600 | $16.29M | 0.0% | +10.2% | 7.325% | |
| 2/14/2025 | Jane Street Group LLC | 8,922 | $427K | 0.0% | -61.4% | 0.192% | |
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| 2/14/2025 | MML Investors Services LLC | 36,905 | $1.77M | 0.0% | +22.9% | 0.794% | |
| 2/13/2025 | Raymond James Financial Inc. | 56,386 | $2.70M | 0.0% | N/A | 1.213% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,566,497 | $74.93M | 0.0% | +2.2% | 33.688% | |
| 2/11/2025 | LPL Financial LLC | 240,636 | $11.51M | 0.0% | -5.6% | 5.175% | |
| 2/11/2025 | American Century Companies Inc. | 1,362,532 | $65.17M | 0.0% | +2.6% | 29.302% | |
| 2/6/2025 | Raymond James Financial Inc. | 56,386 | $2.70M | 0.0% | N/A | 1.213% | |
| 2/3/2025 | Sunpointe LLC | 56,946 | $2.72M | 1.4% | N/A | 1.225% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 5,255 | $251K | 0.0% | N/A | 0.113% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 12,995 | $622K | 0.0% | -6.1% | 0.279% | |
| 1/29/2025 | Sovran Advisors LLC | 13,048 | $624K | 0.1% | N/A | 0.281% | |
| 1/23/2025 | Synergy Asset Management LLC | 4,211 | $201K | 0.0% | N/A | 0.091% | |
| 1/21/2025 | Stewardship Advisors LLC | 18,192 | $870K | 0.2% | -13.1% | 0.391% | |
| 11/15/2024 | Executive Wealth Management LLC | 32,402 | $1.68M | 0.1% | N/A | 0.697% | |
| 11/15/2024 | MML Investors Services LLC | 30,026 | $1.55M | 0.0% | +5.4% | 0.646% | |
| 11/15/2024 | Jane Street Group LLC | 23,101 | $1.19M | 0.0% | -14.1% | 0.497% | |
| 11/15/2024 | Stifel Financial Corp | 31,663 | $1.64M | 0.0% | -8.5% | 0.681% | |
| 11/15/2024 | IHT Wealth Management LLC | 161,895 | $8.37M | 0.2% | -24.8% | 3.482% | |
| 11/1/2024 | Executive Wealth Management LLC | 32,402 | $1.68M | 0.2% | N/A | 0.697% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 13,845 | $716K | 0.0% | +58.2% | 0.298% | |
| 10/21/2024 | Stewardship Advisors LLC | 20,927 | $1.08M | 0.3% | -8.2% | 0.450% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 1,051,615 | $51.02M | 0.0% | -34.5% | 22.615% | |
| 8/8/2024 | American Century Companies Inc. | 1,353,294 | $65.65M | 0.0% | -1.5% | 29.103% | |
| 7/19/2024 | Leicht Financial Planning & Wealth Management Inc. | 8,848 | $429K | 0.2% | -23.4% | 0.190% | |
| 7/10/2024 | Stewardship Advisors LLC | 22,801 | $1.11M | 0.4% | -57.9% | 0.490% | |
| 5/21/2024 | Atria Investments Inc | 59,503 | $2.96M | 0.0% | -7.4% | 1.280% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 18,983 | $943K | 0.0% | +295.7% | 0.408% | |
| 5/1/2024 | Leicht Financial Planning & Wealth Management Inc. | 11,553 | $574K | 0.3% | -40.0% | 0.248% | |
| 4/30/2024 | BlueChip Wealth Advisors LLC | 5,282 | $262K | 0.2% | -9.1% | 0.114% | |
| 4/18/2024 | Synergy Asset Management LLC | 4,030 | $200K | 0.0% | -37.0% | 0.087% | |
| 3/15/2024 | BlueChip Wealth Advisors LLC | 5,813 | $270K | 0.2% | N/A | 0.120% | |
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| 2/13/2024 | Envestnet Asset Management Inc. | 1,536,948 | $71.39M | 0.0% | +3.1% | 31.690% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 4,797 | $223K | 0.0% | N/A | 0.099% | |
| 1/26/2024 | Executive Wealth Management LLC | 25,214 | $1.17M | 0.1% | +3.8% | 0.520% | |
| 1/19/2024 | Synergy Asset Management LLC | 6,398 | $297K | 0.1% | N/A | 0.132% | |
| 1/16/2024 | Leicht Financial Planning & Wealth Management Inc. | 19,265 | $895K | 0.5% | +185.5% | 0.397% | |
| 1/11/2024 | Stewardship Advisors LLC | 271,114 | $12.59M | 4.5% | -0.7% | 5.590% | |
| 11/30/2023 | American Century Companies Inc. | 1,548,888 | $66.44M | 0.1% | -5.5% | 31.936% | |
| 11/14/2023 | Synovus Financial Corp | 37,540 | $1.61M | 0.0% | -13.1% | 0.774% | |
| 11/13/2023 | LPL Financial LLC | 200,682 | $8.61M | 0.0% | +6.1% | 4.138% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 1,491,426 | $63.98M | 0.0% | +4.2% | 30.751% | |
| 11/7/2023 | Executive Wealth Management LLC | 24,287 | $1.04M | 0.1% | +3.0% | 0.501% | |
| 11/7/2023 | Atria Investments Inc | 66,793 | $2.87M | 0.1% | +1.1% | 1.377% | |
| 11/6/2023 | Sigma Planning Corp | 6,875 | $295K | 0.0% | +9.2% | 0.142% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 5,232 | $224K | 0.0% | -36.0% | 0.108% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 19,057 | $818K | 0.0% | +14.1% | 0.393% | |
| 10/13/2023 | Worth Financial Advisory Group LLC | 5,752 | $247K | 0.2% | +6.4% | 0.119% | |
| 8/11/2023 | Smith Moore & CO. | 8,252 | $364K | 0.0% | -26.9% | 0.170% | |
| 8/9/2023 | Flow Traders U.S. LLC | 22,544 | $996K | 0.0% | N/A | 0.465% | |
| 8/8/2023 | Synovus Financial Corp | 43,180 | $1.91M | 0.0% | +2.6% | 0.890% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 1,431,423 | $63.22M | 0.0% | -1.9% | 29.514% | |
| 8/4/2023 | Atria Investments Inc | 66,090 | $2.92M | 0.1% | +1.8% | 1.363% | |
| 8/2/2023 | Executive Wealth Management LLC | 23,588 | $1.04M | 0.1% | +22.0% | 0.486% | |
| 8/2/2023 | Sigma Planning Corp | 6,298 | $278K | 0.0% | N/A | 0.130% | |
| 7/31/2023 | LPL Financial LLC | 189,117 | $8.35M | 0.0% | +12.2% | 3.899% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 8,179 | $361K | 0.0% | -4.2% | 0.167% | |
| 7/25/2023 | Raymond James & Associates | 6,172 | $273K | 0.0% | -5.4% | 0.126% | |
| 7/14/2023 | Leicht Financial Planning & Wealth Management Inc. | 6,748 | $298K | 0.2% | -45.8% | 0.138% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 16,695 | $737K | 0.0% | N/A | 0.341% | |
| 7/10/2023 | Stewardship Advisors LLC | 272,966 | $12.06M | 4.5% | -0.6% | 5.571% | |
| 5/12/2023 | Executive Wealth Management LLC | 19,337 | $844K | 0.1% | -7.6% | 0.411% | |
| 5/11/2023 | Synovus Financial Corp | 42,077 | $1.84M | 0.0% | +0.9% | 0.895% | |
| 5/11/2023 | American Century Companies Inc. | 1,690,101 | $73.74M | 0.1% | -0.7% | 35.960% | |
| 5/11/2023 | Envestnet Asset Management Inc. | 1,459,292 | $63.67M | 0.0% | +3.8% | 31.049% | |
| 5/10/2023 | Atria Investments Inc | 64,893 | $2.83M | 0.1% | +12.5% | 1.381% | |
| 5/10/2023 | LPL Financial LLC | 168,534 | $7.35M | 0.0% | +16.0% | 3.586% | |
| 5/5/2023 | Leicht Financial Planning & Wealth Management Inc. | 12,460 | $544K | 0.3% | -42.0% | 0.265% | |
| 4/20/2023 | Worth Financial Advisory Group LLC | 5,425 | $237K | 0.2% | -82.6% | 0.115% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 8,534 | $372K | 0.0% | +21.2% | 0.182% | |
| 4/14/2023 | Raymond James & Associates | 6,525 | $285K | 0.0% | -42.0% | 0.139% | |
| 4/12/2023 | Stewardship Advisors LLC | 274,741 | $11.99M | 4.6% | -62.9% | 5.846% | |
| 2/13/2023 | Smith Moore & CO. | 21,529 | $858K | 0.1% | -55.9% | 0.458% | |
| 2/13/2023 | American Century Companies Inc. | 1,702,498 | $67.84M | 0.1% | +5.0% | 36.223% | |
| 2/9/2023 | Mercer Global Advisors Inc. ADV | 82,808 | $3.30M | 0.0% | N/A | 1.762% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 7,044 | $281K | 0.0% | -66.2% | 0.150% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 7,140 | $284K | 0.0% | -8.3% | 0.152% | |
| 2/7/2023 | LPL Financial LLC | 145,270 | $5.79M | 0.0% | -4.7% | 3.091% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 1,406,505 | $56.05M | 0.0% | +14.0% | 29.926% | |
| 2/6/2023 | Synovus Financial Corp | 41,705 | $1.66M | 0.0% | +11.2% | 0.887% | |
| 2/1/2023 | Gladstone Institutional Advisory LLC | 9,400 | $375K | 0.0% | +63.5% | 0.200% | |
| 1/31/2023 | Atria Investments Inc | 57,662 | $2.30M | 0.0% | +1.7% | 1.227% | |
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| 1/20/2023 | Leicht Financial Planning & Wealth Management Inc. | 21,473 | $856K | 0.6% | N/A | 0.443% | |
| 1/13/2023 | Stewardship Advisors LLC | 740,840 | $29.52M | 11.9% | +2.3% | 13.978% | |
| 11/14/2022 | OLD Mission Capital LLC | 58,194 | $2.03M | 0.1% | +38.0% | 1.141% | |
| 11/14/2022 | Smith Moore & CO. | 48,817 | $1.70M | 0.3% | -4.9% | 0.957% | |
| 11/10/2022 | Envestnet Asset Management Inc. | 1,233,607 | $42.94M | 0.0% | +12.1% | 24.188% | |
| 11/3/2022 | ACG Wealth | 87,294 | $3.04M | 0.7% | +12.1% | 1.712% | |
| 11/1/2022 | Atria Investments LLC | 56,675 | $1.97M | 0.0% | +14.0% | 1.111% | |
| 10/27/2022 | Synovus Financial Corp | 37,499 | $1.31M | 0.0% | +19.2% | 0.735% | |
| 10/25/2022 | Raymond James & Associates | 14,938 | $520K | 0.0% | -13.9% | 0.293% | |
| 10/25/2022 | Raymond James Financial Services Advisors Inc. | 20,850 | $726K | 0.0% | +79.8% | 0.409% | |
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