| 5/22/2025 | Mattson Financial Services LLC | 68,451 | $2.27M | 0.7% | N/A | 0.088% | |
| 5/19/2025 | Jane Street Group LLC | 33,719 | $1.12M | 0.0% | N/A | 0.044% | |
| 5/16/2025 | NewEdge Advisors LLC | 360,376 | $11.97M | 0.1% | +14.0% | 0.465% | |
| 5/15/2025 | Paragon Private Wealth Management LLC | 51,178 | $1.70M | 0.8% | +36.7% | 0.066% | |
| 5/15/2025 | Royal Bank of Canada | 573,398 | $19.04M | 0.0% | +13.5% | 0.740% | |
| 5/15/2025 | Spectrum Wealth Advisory Group LLC | 1,003,213 | $33.32M | 16.0% | +2.5% | 1.295% | |
| 5/14/2025 | Comerica Bank | 6,434 | $214K | 0.0% | +327.2% | 0.008% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 207,953 | $6.91M | 0.0% | +66.1% | 0.268% | |
| 5/14/2025 | Kestra Advisory Services LLC | 106,472 | $3.54M | 0.0% | N/A | 0.137% | |
| 5/14/2025 | Ameriprise Financial Inc. | 10,595,780 | $351.89M | 0.1% | +519.4% | 13.676% | |
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| 5/14/2025 | CW Advisors LLC | 90,009 | $2.99M | 0.0% | N/A | 0.116% | |
| 5/13/2025 | Tyler Stone Wealth Management | 10,164 | $338K | 0.1% | +18.7% | 0.013% | |
| 5/13/2025 | Raymond James Financial Inc. | 2,748,138 | $91.27M | 0.0% | +73.6% | 3.547% | |
| 5/13/2025 | Dagco Inc. | 64,357 | $2.14M | 0.7% | +48.7% | 0.083% | |
| 5/13/2025 | Trajan Wealth LLC | 554,950 | $18.43M | 1.0% | +3.1% | 0.716% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 33,992 | $1.13M | 0.0% | +47.5% | 0.044% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 26,288 | $873K | 0.1% | N/A | 0.034% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 1,420,093 | $47.16M | 0.1% | +57.7% | 1.833% | |
| 5/8/2025 | Harbour Investments Inc. | 7,250 | $241K | 0.0% | +239.7% | 0.009% | |
| 5/8/2025 | MMA Asset Management LLC | 27,343 | $908K | 0.4% | -4.8% | 0.035% | |
| 5/7/2025 | LPL Financial LLC | 8,987,115 | $298.46M | 0.1% | +11.0% | 12.587% | |
| 5/7/2025 | BlueStem Wealth Partners LLC | 1,579,857 | $52.47M | 7.2% | +32.0% | 2.213% | |
| 5/6/2025 | USAdvisors Wealth Management LLC | 152,626 | $5.07M | 1.8% | -5.4% | 0.214% | |
| 5/6/2025 | Cetera Investment Advisers | 339,577 | $11.28M | 0.0% | +104.8% | 0.476% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 80,795 | $2.68M | 0.0% | N/A | 0.113% | |
| 5/6/2025 | Flynn Zito Capital Management LLC | 155,454 | $5.16M | 2.4% | +891.8% | 0.218% | |
| 5/5/2025 | PCA Investment Advisory Services Inc. | 14,004 | $465K | 0.2% | +38.2% | 0.020% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 179,451 | $5.96M | 0.1% | +141.2% | 0.251% | |
| 5/5/2025 | ARQ Wealth Advisors LLC | 214,206 | $7.11M | 2.6% | +13.1% | 0.300% | |
| 5/5/2025 | Private Advisor Group LLC | 108,978 | $3.62M | 0.0% | +8.7% | 0.153% | |
| 5/2/2025 | Larson Financial Group LLC | 3,790 | $126K | 0.0% | N/A | 0.005% | |
| 5/2/2025 | Bogart Wealth LLC | 182,197 | $6.05M | 0.3% | +6.5% | 0.255% | |
| 4/30/2025 | Leavell Investment Management Inc. | 90,100 | $2.99M | 0.1% | +161.1% | 0.126% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 1,529,574 | $50.80M | 0.8% | +32.5% | 2.142% | |
| 4/30/2025 | Stratos Investment Management LLC | 1,894,985 | $62.93M | 3.4% | +34.3% | 2.654% | |
| 4/29/2025 | Byrne Financial Freedom LLC | 17,244 | $573K | 0.3% | +177.5% | 0.024% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 57,379 | $1.91M | 0.0% | -34.0% | 0.080% | |
| 4/29/2025 | Drake & Associates LLC | 805,125 | $26.74M | 7.5% | +2.1% | 1.128% | |
| 4/29/2025 | World Investment Advisors | 153,364 | $5.09M | 0.1% | +3.8% | 0.215% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 78,396 | $2.59M | 0.2% | -5.1% | 0.110% | |
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| 4/28/2025 | Axis Wealth Partners LLC | 29,224 | $971K | 0.7% | +1.5% | 0.041% | |
| 4/28/2025 | DAVENPORT & Co LLC | 68,615 | $2.28M | 0.0% | +36.8% | 0.096% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 35,053 | $1.21M | 0.0% | +13.8% | 0.049% | |
| 4/25/2025 | Essex Financial Services Inc. | 174,080 | $5.78M | 0.4% | +29.1% | 0.244% | |
| 4/25/2025 | Sovran Advisors LLC | 69,285 | $2.15M | 0.3% | +118.5% | 0.097% | |
| 4/23/2025 | KPP Advisory Services LLC | 15,426 | $512K | 0.1% | N/A | 0.022% | |
| 4/23/2025 | Western Wealth Management LLC | 106,944 | $3.55M | 0.2% | +9.6% | 0.150% | |
| 4/23/2025 | Riverbend Wealth Management LLC | 10,680 | $355K | 0.3% | +31.1% | 0.015% | |
| 4/23/2025 | Daymark Wealth Partners LLC | 631,493 | $20.97M | 0.9% | N/A | 0.884% | |
| 4/23/2025 | Balance Wealth LLC | 302,019 | $10.03M | 6.5% | N/A | 0.423% | |
| 4/23/2025 | Archford Capital Strategies LLC | 262,723 | $8.73M | 1.3% | +223.3% | 0.368% | |
| 4/23/2025 | Spirepoint Private Client LLC | 70,977 | $2.36M | 0.3% | N/A | 0.099% | |
| 4/22/2025 | Three Cord True Wealth Management LLC | 486,050 | $16.14M | 13.8% | +10.4% | 0.681% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 213,840 | $7.10M | 0.0% | +44.9% | 0.299% | |
| 4/22/2025 | WealthCare Investment Partners LLC | 20,595 | $626K | 0.3% | +51.6% | 0.029% | |
| 4/22/2025 | Retirement Planning Group LLC NY | 63,732 | $2.12M | 2.2% | +64.7% | 0.089% | |
| 4/22/2025 | Denver Wealth Management Inc. | 24,926 | $828K | 0.4% | N/A | 0.035% | |
| 4/22/2025 | Advisor Resource Council | 82,875 | $2.75M | 0.2% | N/A | 0.116% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 88,983 | $2.80M | 0.3% | +7.7% | 0.125% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 13,096 | $435K | 0.0% | N/A | 0.018% | |
| 4/17/2025 | Smith Shellnut Wilson LLC ADV | 18,764 | $623K | 0.3% | N/A | 0.026% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 12,402 | $412K | 0.0% | N/A | 0.017% | |
| 4/17/2025 | RiverTree Advisors LLC | 8,695 | $289K | 0.2% | -81.2% | 0.012% | |
| 4/17/2025 | Morey & Quinn Wealth Partners LLC | 15,585 | $518K | 0.4% | +8.5% | 0.022% | |
| 4/16/2025 | IAG Wealth Partners LLC | 121,949 | $4.05M | 0.6% | +38.4% | 0.171% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 64,833 | $2.15M | 0.0% | +38.2% | 0.091% | |
| 4/16/2025 | Bensler LLC | 219,558 | $7.29M | 0.9% | +2.7% | 0.308% | |
| 4/14/2025 | Daymark Wealth Partners LLC | 631,493 | $20.97M | 0.7% | N/A | 0.967% | |
| 4/11/2025 | Tower Wealth Partners Inc. | 474,119 | $15.75M | 8.4% | +1.3% | 0.726% | |
| 4/11/2025 | Pines Wealth Management LLC | 32,149 | $1.07M | 0.5% | +89.8% | 0.049% | |
| 4/10/2025 | KWB Wealth | 149,661 | $5.18M | 0.6% | +264.5% | 0.229% | |
| 4/10/2025 | Fermata Advisors LLC | 102,251 | $3.40M | 0.6% | +1.9% | 0.157% | |
| 4/10/2025 | Amplius Wealth Advisors LLC | 1,512,538 | $50.23M | 5.2% | +11.9% | 2.317% | |
| 4/9/2025 | Paladin Wealth LLC | 58,598 | $1.95M | 1.7% | N/A | 0.090% | |
| 4/9/2025 | Gradient Investments LLC | 2,008,135 | $66.69M | 1.3% | N/A | 3.076% | |
| 4/9/2025 | Fiduciary Alliance LLC | 7,760 | $258K | 0.0% | N/A | 0.012% | |
| 3/24/2025 | Fulcrum Equity Management | 20,638 | $714K | 0.7% | -5.9% | 0.033% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 46,908 | $1.62M | 0.0% | N/A | 0.074% | |
| 3/12/2025 | Centaurus Financial Inc. | 357,131 | $12.36M | 0.8% | N/A | 0.566% | |
| 2/26/2025 | LM Advisors LLC | 22,678 | $785K | 0.1% | +37.9% | 0.043% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 27,171 | $941K | 0.0% | +15.9% | 0.051% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 163,026 | $5.64M | 0.1% | +1,527.8% | 0.308% | |
| 2/24/2025 | Ameriflex Group Inc. | 1,920 | $68K | 0.0% | N/A | 0.004% | |
| 2/19/2025 | ARQ Wealth Advisors LLC | 189,312 | $6.55M | 2.5% | +5.2% | 1.094% | |
| 2/19/2025 | Three Cord True Wealth Management LLC | 440,251 | $15.24M | 13.2% | N/A | 2.545% | |
| 2/19/2025 | Richmond Investment Services LLC | 32,302 | $1.12M | 0.6% | N/A | 0.187% | |
| 2/19/2025 | Retirement Planning Group LLC NY | 38,707 | $1.36M | 1.5% | N/A | 0.224% | |
| 2/17/2025 | Two Sigma Investments LP | 400,200 | $13.86M | 0.0% | +52.9% | 2.313% | |
| 2/17/2025 | Royal Bank of Canada | 505,319 | $17.49M | 0.0% | +20.1% | 2.921% | |
| 2/17/2025 | Cetera Investment Advisers | 165,775 | $5.74M | 0.0% | +821.9% | 0.958% | |
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| 2/17/2025 | Citadel Advisors LLC | 17,557 | $608K | 0.0% | N/A | 0.101% | |
| 2/17/2025 | Bank of America Corp DE | 3,543,209 | $122.67M | 0.0% | +15.9% | 20.481% | |
| 2/17/2025 | Ameriprise Financial Inc. | 1,710,685 | $59.22M | 0.0% | -4.6% | 9.888% | |
| 2/14/2025 | Bison Wealth LLC | 6,849 | $237K | 0.0% | N/A | 0.009% | |
| 2/14/2025 | Comerica Bank | 1,506 | $52K | 0.0% | +47.4% | 0.009% | |
| 2/14/2025 | Susquehanna International Group LLP | 244,736 | $8.47M | 0.0% | N/A | 1.415% | |
| 2/14/2025 | Trajan Wealth LLC | 538,484 | $18.64M | 1.0% | N/A | 3.113% | |
| 2/14/2025 | MML Investors Services LLC | 191,958 | $6.65M | 0.0% | +16.4% | 1.110% | |
| 2/13/2025 | NewEdge Advisors LLC | 316,090 | $10.94M | 0.1% | +3.7% | 1.827% | |
| 2/13/2025 | Dagco Inc. | 43,283 | $1.50M | 0.5% | N/A | 0.250% | |
