| 5/15/2025 | Royal Bank of Canada | 769,406 | $11.62M | 0.0% | -3.4% | 0.871% | |
| 5/15/2025 | Retirement Planning Co of New England Inc. | 24,228 | $366K | 0.1% | +21.4% | 0.027% | |
| 5/15/2025 | Baird Financial Group Inc. | 225,361 | $3.40M | 0.0% | -26.9% | 0.255% | |
| 5/14/2025 | CreativeOne Wealth LLC | 54,101 | $817K | 0.0% | -15.0% | 0.061% | |
| 5/14/2025 | Caitlin John LLC | 12,194 | $184K | 0.2% | +37.4% | 0.014% | |
| 5/14/2025 | Kestra Advisory Services LLC | 292,697 | $4.42M | 0.0% | +11.4% | 0.331% | |
| 5/14/2025 | MAS Advisors LLC | 26,820 | $405K | 0.6% | -17.1% | 0.030% | |
| 5/14/2025 | Venture Visionary Partners LLC | 253,644 | $3.83M | 0.2% | -44.9% | 0.287% | |
| 5/13/2025 | Raymond James Financial Inc. | 728,795 | $11.01M | 0.0% | -13.4% | 0.825% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 10,138 | $153K | 0.0% | -42.6% | 0.011% | |
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| 5/13/2025 | Leigh Baldwin & CO. LLC | 11,631 | $176K | 0.1% | N/A | 0.013% | |
| 5/13/2025 | Ground Swell Capital LLC | 13,438 | $203K | 0.4% | N/A | 0.015% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 15,804 | $239K | 0.0% | +5.8% | 0.018% | |
| 5/12/2025 | Independent Advisor Alliance | 40,802 | $616K | 0.0% | -77.3% | 0.046% | |
| 5/12/2025 | Simplex Trading LLC | 20,951 | $316K | 0.0% | N/A | 0.024% | |
| 5/9/2025 | Solutions 4 Wealth Ltd | 64,990 | $981K | 1.7% | +3.9% | 0.073% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 43,229 | $630K | 0.0% | -24.6% | 0.049% | |
| 5/9/2025 | Palacios Wealth Management LLC | 249,889 | $3.77M | 1.8% | +10.0% | 0.281% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 68,767 | $1.04M | 0.0% | -8.7% | 0.077% | |
| 5/8/2025 | Pasadena Private Wealth LLC | 19,800 | $299K | 0.1% | N/A | 0.022% | |
| 5/8/2025 | Mesirow Financial Investment Management Inc. | 161,466 | $2.44M | 0.0% | -18.1% | 0.181% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 26,640 | $402K | 0.0% | -4.9% | 0.030% | |
| 5/7/2025 | LPL Financial LLC | 2,998,534 | $45.28M | 0.0% | -7.2% | 3.367% | |
| 5/7/2025 | First Heartland Consultants Inc. | 19,710 | $298K | 0.0% | +4.1% | 0.022% | |
| 5/6/2025 | Cetera Investment Advisers | 353,572 | $5.34M | 0.0% | +5.8% | 0.397% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 29,658 | $448K | 0.0% | -70.3% | 0.033% | |
| 5/6/2025 | Kovack Advisors Inc. | 34,739 | $525K | 0.1% | -10.1% | 0.039% | |
| 5/6/2025 | Triumph Capital Management | 32,697 | $494K | 0.2% | +110.3% | 0.037% | |
| 5/6/2025 | Garner Asset Management Corp | 48,314 | $730K | 0.3% | -6.4% | 0.054% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 95,732 | $1.45M | 0.0% | +16.7% | 0.107% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 12,576 | $190K | 0.0% | -37.9% | 0.014% | |
| 5/5/2025 | ETF Store Inc. | 10,016 | $151K | 0.2% | N/A | 0.011% | |
| 5/5/2025 | Formidable Asset Management LLC | 128,506 | $1.94M | 0.3% | +2.4% | 0.144% | |
| 5/2/2025 | Wealthfront Advisers LLC | 12,545 | $189K | 0.0% | -36.1% | 0.014% | |
| 5/2/2025 | Prevail Innovative Wealth Advisors LLC | 393,361 | $5.94M | 1.6% | +4.2% | 0.442% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 48,723 | $736K | 0.0% | +19.4% | 0.055% | |
| 5/2/2025 | Sigma Planning Corp | 30,946 | $467K | 0.0% | +4.6% | 0.035% | |
| 5/1/2025 | Asset Dedication LLC | 1,868 | $28K | 0.0% | N/A | 0.002% | |
| 4/30/2025 | AlphaStar Capital Management LLC | 432,957 | $6.54M | 0.8% | +19.0% | 0.486% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 28,174 | $425K | 0.0% | +75.9% | 0.032% | |
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| 4/30/2025 | Stratos Wealth Partners LTD. | 12,239 | $185K | 0.0% | +9.7% | 0.014% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 347,208 | $5.24M | 0.0% | +3.3% | 0.390% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 37,600 | $568K | 0.0% | N/A | 0.042% | |
| 4/29/2025 | Brookstone Capital Management | 510,183 | $7.70M | 0.1% | +11.6% | 0.573% | |
| 4/28/2025 | D.A. Davidson & CO. | 10,078 | $152K | 0.0% | -29.2% | 0.011% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 56,138 | $848K | 0.1% | +8.8% | 0.063% | |
| 4/23/2025 | Spire Wealth Management | 2,026 | $31K | 0.0% | +80.9% | 0.002% | |
| 4/23/2025 | International Assets Investment Management LLC | 193,362 | $2.92M | 0.1% | -9.2% | 0.217% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 16,909 | $255K | 0.0% | +52.7% | 0.019% | |
| 4/22/2025 | XML Financial LLC | 13,000 | $196K | 0.0% | N/A | 0.015% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 13,490 | $204K | 0.0% | -23.0% | 0.015% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 264,110 | $3.99M | 0.0% | +2.9% | 0.297% | |
| 4/22/2025 | Comprehensive Money Management Services LLC | 47,704 | $720K | 0.6% | -10.2% | 0.054% | |
| 4/22/2025 | PFG Investments LLC | 68,060 | $1.03M | 0.1% | -6.5% | 0.076% | |
| 4/21/2025 | Institute for Wealth Management LLC. | 158,405 | $2.39M | 0.3% | +0.8% | 0.178% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 29,546 | $446K | 0.0% | +101.1% | 0.033% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 244,809 | $3.70M | 0.0% | -8.1% | 0.268% | |
| 4/17/2025 | Atlas Private Wealth Advisors | 256,948 | $3.88M | 0.5% | -2.9% | 0.281% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 37,240 | $562K | 0.0% | -8.9% | 0.041% | |
| 4/15/2025 | Investment Partners Asset Management Inc. | 67,559 | $1.02M | 0.8% | +35.4% | 0.074% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 16,293 | $246K | 0.0% | -8.1% | 0.018% | |
| 4/11/2025 | Sandbox Financial Partners LLC | 33,467 | $505K | 0.2% | -14.2% | 0.037% | |
| 4/10/2025 | Lifestyle Asset Management Inc. | 11,862 | $179K | 0.1% | N/A | 0.013% | |
| 4/10/2025 | Accel Wealth Management | 21,876 | $330K | 0.1% | -3.3% | 0.024% | |
| 4/10/2025 | Whipplewood Advisors LLC | 24,103 | $364K | 0.1% | +990.1% | 0.026% | |
| 4/9/2025 | RFG Advisory LLC | 105,161 | $1.59M | 0.0% | +155.9% | 0.115% | |
| 4/9/2025 | NBC Securities Inc. | 5,335 | $80K | 0.0% | +106,600.0% | 0.006% | |
| 4/8/2025 | Private Client Services LLC | 12,492 | $189K | 0.1% | +11.7% | 0.014% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 236,210 | $3.86M | 0.0% | N/A | 0.259% | |
| 3/5/2025 | Castle Rock Wealth Management LLC | 16,060 | $269K | 0.1% | -5.6% | 0.018% | |
| 3/4/2025 | Comprehensive Money Management Services LLC | 53,104 | $868K | 0.7% | N/A | 0.059% | |
| 2/19/2025 | Formidable Asset Management LLC | 125,469 | $2.05M | 0.3% | +20.9% | 0.148% | |
| 2/18/2025 | First Heartland Consultants Inc. | 18,932 | $309K | 0.0% | +31.6% | 0.022% | |
| 2/17/2025 | Colonial Trust Co SC | 2,632 | $43K | 0.0% | N/A | 0.003% | |
| 2/17/2025 | Cetera Investment Advisers | 334,089 | $5.46M | 0.0% | +8.6% | 0.393% | |
| 2/17/2025 | Baird Financial Group Inc. | 308,350 | $5.04M | 0.0% | +22.3% | 0.363% | |
| 2/17/2025 | Bank of America Corp DE | 2,297,211 | $37.54M | 0.0% | +10.3% | 2.703% | |
| 2/17/2025 | Ameriprise Financial Inc. | 242,711 | $3.97M | 0.0% | -77.9% | 0.286% | |
| 2/14/2025 | Talon Private Wealth LLC | 15,551 | $254K | 0.1% | N/A | 0.018% | |
| 2/14/2025 | Comerica Bank | 5,862 | $96K | 0.0% | -45.8% | 0.007% | |
| 2/14/2025 | IHT Wealth Management LLC | 56,496 | $923K | 0.0% | -37.1% | 0.066% | |
| 2/13/2025 | NewEdge Advisors LLC | 169,049 | $2.76M | 0.0% | +2.9% | 0.199% | |
| 2/13/2025 | CreativeOne Wealth LLC | 63,666 | $1.04M | 0.0% | +10.0% | 0.075% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 53,324 | $871K | 0.0% | +1.7% | 0.063% | |
| 2/13/2025 | Renaissance Technologies LLC | 31,900 | $521K | 0.0% | N/A | 0.038% | |
| 2/13/2025 | Bank of Montreal Can | 7,541 | $123K | 0.0% | +147.2% | 0.009% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 336,056 | $5.49M | 0.0% | +17.9% | 0.395% | |
| 2/13/2025 | Perennial Investment Advisors LLC | 18,679 | $305K | 0.0% | N/A | 0.022% | |
| 2/13/2025 | Wells Fargo & Company MN | 1,000,453 | $16.35M | 0.0% | +18.2% | 1.177% | |
| 2/12/2025 | Prevail Innovative Wealth Advisors LLC | 377,416 | $6.17M | 1.8% | -1.4% | 0.444% | |
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| 2/12/2025 | RiverFront Investment Group LLC | 93,054 | $1.52M | 0.0% | +32.6% | 0.109% | |
| 2/12/2025 | Howe & Rusling Inc. | 7,575 | $124K | 0.0% | +13.6% | 0.009% | |
| 2/12/2025 | TrueMark Investments LLC | 29,347 | $480K | 0.2% | +92.3% | 0.035% | |
| 2/12/2025 | Murphy & Mullick Capital Management Corp | 4,915 | $81K | 0.1% | N/A | 0.006% | |
| 2/11/2025 | LPL Financial LLC | 3,230,420 | $52.79M | 0.0% | +10.4% | 3.801% | |
| 2/11/2025 | HUB Investment Partners LLC | 942,986 | $15.41M | 0.6% | +47.7% | 1.110% | |
| 2/10/2025 | Retirement Planning Co of New England Inc. | 19,955 | $326K | 0.2% | +9.4% | 0.023% | |
| 2/10/2025 | Corient Private Wealth LLC | 166,788 | $2.73M | 0.0% | +16.8% | 0.196% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 50,517 | $825K | 0.0% | +18.1% | 0.059% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 99,834 | $1.63M | 0.0% | +3.1% | 0.117% | |
