| 8/8/2025 | Kingsview Wealth Management LLC | 52,221 | $4.90M | 0.1% | N/A | 0.366% | |
| 8/8/2025 | Cetera Investment Advisers | 9,816 | $920K | 0.0% | +3.8% | 0.069% | |
| 8/8/2025 | Creative Planning | 10,433 | $978K | 0.0% | +2.1% | 0.073% | |
| 8/8/2025 | WP Advisors LLC | 36,775 | $3.45M | 0.9% | -0.7% | 0.258% | |
| 8/7/2025 | Montag A & Associates Inc. | 29,391 | $2.76M | 0.1% | -1.6% | 0.206% | |
| 8/6/2025 | Prospera Financial Services Inc | 2,146 | $201K | 0.0% | -12.5% | 0.015% | |
| 8/6/2025 | Stonebridge Financial Planning Group LLC | 9,660 | $906K | 0.4% | -10.3% | 0.068% | |
| 8/5/2025 | Strategic Financial Concepts LLC | 12,572 | $1.18M | 0.2% | +6.9% | 0.088% | |
| 8/4/2025 | Assetmark Inc. | 269 | $25K | 0.0% | -93.9% | 0.002% | |
| 8/4/2025 | Arkadios Wealth Advisors | 71,617 | $6.72M | 0.2% | -6.5% | 0.502% | |
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| 8/1/2025 | SYM FINANCIAL Corp | 716 | $67K | 0.0% | N/A | 0.005% | |
| 8/1/2025 | Y Intercept Hong Kong Ltd | 6,232 | $584K | 0.0% | N/A | 0.044% | |
| 8/1/2025 | MorganRosel Wealth Management LLC | 73,345 | $6.88M | 1.9% | +1,531.3% | 0.514% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 58,276 | $5.46M | 0.0% | +4.8% | 0.409% | |
| 7/29/2025 | Planned Solutions Inc. | 3,734 | $350K | 0.1% | -40.0% | 0.026% | |
| 7/29/2025 | Dale Q Rice Investment Management Ltd | 3,131 | $291K | 0.2% | -50.0% | 0.022% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 3,864 | $362K | 0.0% | +10.7% | 0.027% | |
| 7/29/2025 | Activest Wealth Management | 10,767 | $1.01M | 0.2% | -28.2% | 0.075% | |
| 7/28/2025 | RMR Capital Management LLC | 13,951 | $1.31M | 0.9% | -20.5% | 0.098% | |
| 7/25/2025 | Concord Asset Management LLC VA | 7,055 | $662K | 0.1% | N/A | 0.049% | |
| 7/25/2025 | SPC Financial Inc. | 23,125 | $2.17M | 0.2% | +6.7% | 0.162% | |
| 7/25/2025 | CWM LLC | 61,611 | $5.78M | 0.0% | +2.0% | 0.432% | |
| 7/24/2025 | IFP Advisors Inc | 471 | $44K | 0.0% | -29.5% | 0.003% | |
| 7/24/2025 | Blair William & Co. IL | 1,706 | $160K | 0.0% | -12.3% | 0.012% | |
| 7/23/2025 | Peak Financial Management Inc. | 102,807 | $9.64M | 2.7% | -1.0% | 0.730% | |
| 7/23/2025 | Valmark Advisers Inc. | 4,073 | $382K | 0.0% | -3.5% | 0.029% | |
| 7/23/2025 | Armbruster Capital Management Inc. | 354,834 | $33.27M | 6.0% | +4.5% | 2.518% | |
| 7/23/2025 | Lansing Street Advisors | 17,892 | $1.68M | 0.5% | -14.5% | 0.127% | |
| 7/22/2025 | Belpointe Asset Management LLC | 3,173 | $298K | 0.0% | -64.0% | 0.023% | |
| 7/18/2025 | PFG Investments LLC | 2,420 | $227K | 0.0% | -32.8% | 0.017% | |
| 7/18/2025 | Truist Financial Corp | 149,439 | $14.01M | 0.0% | -2.3% | 1.048% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 15,496 | $1.45M | 0.0% | +237.2% | 0.110% | |
| 7/16/2025 | Twelve Points Wealth Management LLC | 11,620 | $1.09M | 0.3% | -63.5% | 0.083% | |
| 7/16/2025 | Paragon Capital Management Ltd | 2,552 | $239K | 0.0% | -78.5% | 0.018% | |
| 7/15/2025 | BigSur Wealth Management LLC | 39,482 | $3.70M | 0.9% | -2.3% | 0.281% | |
| 7/15/2025 | Oxinas Partners Wealth Management LLC | 22,387 | $2.10M | 1.1% | -0.8% | 0.159% | |
| 7/15/2025 | Well Done LLC | 10,841 | $1.02M | 0.2% | +5.3% | 0.077% | |
| 7/15/2025 | Mather Group LLC. | 3,392 | $318K | 0.0% | N/A | 0.024% | |
| 7/15/2025 | EWG Elevate Inc. | 39,573 | $3.71M | 1.1% | N/A | 0.282% | |
| 7/11/2025 | Farther Finance Advisors LLC | 3,573 | $335K | 0.0% | +769.3% | 0.025% | |
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| 7/11/2025 | Silver Oak Securities Incorporated | 21,532 | $2.02M | 0.2% | +11.2% | 0.153% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 12,608,400 | $1.18B | 0.2% | N/A | 89.339% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 95,262 | $9.04M | 0.0% | -1.9% | 0.675% | |
| 7/9/2025 | Breakwater Capital Group | 20,072 | $1.88M | 0.3% | +5.2% | 0.142% | |
| 7/9/2025 | Hardin Capital Partners LLC | 12,218 | $1.17M | 0.7% | +17.2% | 0.087% | |
| 7/8/2025 | Strategic Advocates LLC | 263,895 | $24.74M | 7.3% | +1.8% | 1.870% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 51,215 | $4.73M | 0.0% | +83.8% | 0.357% | |
| 5/20/2025 | Belpointe Asset Management LLC | 8,809 | $814K | 0.0% | N/A | 0.061% | |
| 5/20/2025 | Integrity Alliance LLC. | 23,795 | $2.20M | 0.1% | N/A | 0.164% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 51,215 | $4.73M | 0.0% | +83.8% | 0.353% | |
| 5/16/2025 | Jones Financial Companies Lllp | 10,103 | $933K | 0.0% | +163.7% | 0.070% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 32,397 | $2.99M | 0.0% | +7.9% | 0.223% | |
| 5/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 15,302 | $1.41M | 0.2% | -3.0% | 0.105% | |
| 5/15/2025 | Royal Bank of Canada | 28,556 | $2.64M | 0.0% | +19.7% | 0.197% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 12,103 | $1.12M | 0.1% | N/A | 0.083% | |
| 5/14/2025 | CreativeOne Wealth LLC | 46,328 | $4.28M | 0.1% | N/A | 0.319% | |
| 5/14/2025 | Comerica Bank | 11,509 | $1.06M | 0.0% | +4.2% | 0.079% | |
| 5/14/2025 | Kestra Advisory Services LLC | 37,178 | $3.43M | 0.0% | -21.5% | 0.256% | |
| 5/13/2025 | Global View Capital Management LLC | 53,014 | $4.90M | 1.8% | N/A | 0.366% | |
| 5/13/2025 | Ethos Financial Group LLC | 6,882 | $636K | 0.1% | -4.6% | 0.047% | |
| 5/13/2025 | Raymond James Financial Inc. | 71,321 | $6.59M | 0.0% | -45.1% | 0.492% | |
| 5/13/2025 | Cresset Asset Management LLC | 2,500 | $231K | 0.0% | N/A | 0.017% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 5,844 | $540K | 0.0% | -74.4% | 0.040% | |
| 5/13/2025 | Cookson Peirce & Co. Inc. | 8,744 | $808K | 0.0% | -3.5% | 0.060% | |
| 5/13/2025 | HighTower Advisors LLC | 125,092 | $11.55M | 0.0% | -7.6% | 0.863% | |
| 5/13/2025 | Peak Financial Management Inc. | 103,882 | $9.59M | 2.9% | +2.8% | 0.717% | |
| 5/12/2025 | King Luther Capital Management Corp | 5,011 | $463K | 0.0% | -6.3% | 0.035% | |
| 5/12/2025 | Invesco Ltd. | 150,527 | $13.90M | 0.0% | -97.3% | 1.039% | |
| 5/12/2025 | Berger Financial Group Inc | 3,949 | $365K | 0.0% | -13.2% | 0.027% | |
| 5/12/2025 | Condor Capital Management | 18,392 | $1.70M | 0.2% | -14.0% | 0.127% | |
| 5/12/2025 | Wambolt & Associates LLC | 5,060 | $466K | 0.2% | -2.5% | 0.035% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 5,179 | $478K | 0.0% | -13.0% | 0.036% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 4,912 | $454K | 0.0% | -5.3% | 0.034% | |
| 5/9/2025 | Advyzon Investment Management LLC | 21,647 | $2.00M | 0.8% | N/A | 0.149% | |
| 5/9/2025 | Plan Group Financial LLC | 16,704 | $1.54M | 0.6% | +35.4% | 0.115% | |
| 5/8/2025 | SPC Financial Inc. | 21,675 | $2.00M | 0.2% | +6.9% | 0.150% | |
| 5/8/2025 | Strategic Advocates LLC | 259,330 | $23.95M | 8.3% | +2.5% | 1.790% | |
| 5/8/2025 | Arkadios Wealth Advisors | 76,629 | $7.08M | 0.3% | -8.2% | 0.529% | |
| 5/7/2025 | LPL Financial LLC | 222,819 | $20.58M | 0.0% | -2.5% | 1.538% | |
| 5/7/2025 | Valued Retirements Inc. | 2,468 | $228K | 0.3% | N/A | 0.017% | |
| 5/6/2025 | Assetmark Inc. | 4,444 | $410K | 0.0% | +1,552.0% | 0.031% | |
| 5/6/2025 | Cetera Investment Advisers | 9,459 | $873K | 0.0% | +4.9% | 0.065% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 8,018 | $740K | 0.0% | -1.7% | 0.055% | |
| 5/6/2025 | Brookwood Investment Group LLC | 4,761 | $440K | 0.1% | N/A | 0.033% | |
| 5/6/2025 | ACR Alpine Capital Research LLC | 4,091 | $378K | 0.0% | -98.2% | 0.028% | |
| 5/5/2025 | IFP Advisors Inc | 668 | $62K | 0.0% | +41.8% | 0.005% | |
| 5/5/2025 | Private Advisor Group LLC | 8,290 | $766K | 0.0% | -45.6% | 0.057% | |
| 5/2/2025 | Independent Wealth Network Inc. | 6,345 | $586K | 0.2% | -3.8% | 0.044% | |
| 5/2/2025 | Concord Wealth Partners | 7,589 | $701K | 0.1% | -12.1% | 0.052% | |
| 5/1/2025 | CWM LLC | 60,421 | $5.58M | 0.0% | -3.2% | 0.417% | |
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| 5/1/2025 | Fidelity D & D Bancorp Inc. | 70,365 | $6.50M | 4.3% | +9.8% | 0.486% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 3,490 | $322K | 0.0% | -34.6% | 0.024% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 55,609 | $5.14M | 0.0% | -52.4% | 0.384% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 19,363 | $1.77M | 0.2% | +1.7% | 0.134% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 11,766 | $1.09M | 0.2% | +14.0% | 0.081% | |
| 4/28/2025 | Private Trust Co. NA | 3,191 | $295K | 0.0% | -31.1% | 0.022% | |
| 4/28/2025 | Arlington Trust Co LLC | 530 | $49K | 0.0% | N/A | 0.004% | |
| 4/28/2025 | DAVENPORT & Co LLC | 5,738 | $530K | 0.0% | N/A | 0.040% | |
| 4/28/2025 | Salomon & Ludwin LLC | 646 | $60K | 0.0% | -46.1% | 0.004% | |
| 4/25/2025 | Essex Financial Services Inc. | 5,956 | $550K | 0.0% | +3.0% | 0.041% | |
