| 8/15/2025 | MML Investors Services LLC | 260,018 | $6.82M | 0.0% | +4.3% | 2.267% | |
| 8/15/2025 | Bank of America Corp DE | 777,055 | $20.37M | 0.0% | +640.4% | 6.775% | |
| 8/14/2025 | Raymond James Financial Inc. | 1,072,570 | $28.11M | 0.0% | +71.3% | 9.351% | |
| 8/14/2025 | Cerity Partners LLC | 8,042 | $211K | 0.0% | N/A | 0.070% | |
| 8/13/2025 | StoneX Group Inc. | 49,937 | $1.31M | 0.1% | -1.6% | 0.435% | |
| 8/13/2025 | WCG Wealth Advisors LLC | 30,643 | $803K | 0.1% | -5.5% | 0.267% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 51,289 | $1.34M | 0.0% | N/A | 0.447% | |
| 8/11/2025 | WBI Investments LLC | 48,688 | $1.28M | 0.3% | -3.5% | 0.424% | |
| 8/11/2025 | Western Wealth Management LLC | 8,000 | $210K | 0.0% | N/A | 0.070% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 204,182 | $5.35M | 0.1% | +11.7% | 1.780% | |
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| 8/1/2025 | Envestnet Asset Management Inc. | 255,121 | $6.69M | 0.0% | +4.8% | 2.236% | |
| 7/31/2025 | Boothe Investment Group Inc. | 589,631 | $15.45M | 5.9% | -48.1% | 5.168% | |
| 7/30/2025 | KPP Advisory Services LLC | 12,770 | $335K | 0.1% | N/A | 0.112% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 8,647 | $227K | 0.0% | N/A | 0.076% | |
| 7/25/2025 | Apollon Wealth Management LLC | 10,475 | $275K | 0.0% | -38.1% | 0.092% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 76,472 | $2.00M | 0.2% | -3.2% | 0.698% | |
| 7/14/2025 | Masso Torrence Wealth Management Inc. | 13,748 | $360K | 0.2% | -26.5% | 0.124% | |
| 7/11/2025 | Farther Finance Advisors LLC | 445,690 | $11.68M | 0.2% | +193.5% | 4.142% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 48,240 | $1.32M | 0.0% | -3.3% | 0.448% | |
| 5/22/2025 | WBI Investments LLC | 50,458 | $1.24M | 0.3% | N/A | 0.502% | |
| 5/19/2025 | Jane Street Group LLC | 17,358 | $426K | 0.0% | N/A | 0.173% | |
| 5/15/2025 | Royal Bank of Canada | 683,788 | $16.77M | 0.0% | +378.6% | 6.797% | |
| 5/14/2025 | Comerica Bank | 28,261 | $693K | 0.0% | N/A | 0.281% | |
| 5/14/2025 | Tradition Wealth Management LLC | 308,348 | $7.56M | 0.7% | +150.7% | 3.065% | |
| 5/13/2025 | Raymond James Financial Inc. | 625,984 | $15.36M | 0.0% | +54.4% | 6.223% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 31,640 | $776K | 0.1% | +7.7% | 0.315% | |
| 5/13/2025 | HighTower Advisors LLC | 24,473 | $600K | 0.0% | N/A | 0.243% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 182,750 | $4.48M | 0.1% | N/A | 1.817% | |
| 5/7/2025 | Vantage Financial Partners LLC | 236,998 | $5.81M | 1.4% | +4.8% | 2.356% | |
| 5/7/2025 | LPL Financial LLC | 664,992 | $16.31M | 0.0% | +53.7% | 6.610% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 21,013 | $515K | 0.0% | N/A | 0.209% | |
| 5/6/2025 | Triumph Capital Management | 15,133 | $371K | 0.1% | +11.9% | 0.150% | |
| 5/5/2025 | Private Advisor Group LLC | 115,258 | $2.83M | 0.0% | +634.7% | 1.146% | |
| 5/2/2025 | Victory Capital Management Inc. | 2,203,121 | $54.04M | 0.1% | +14.5% | 21.900% | |
| 5/2/2025 | Apollon Wealth Management LLC | 16,925 | $415K | 0.0% | -2.6% | 0.188% | |
| 5/1/2025 | Riversedge Advisors LLC | 110,540 | $2.71M | 0.6% | -72.6% | 1.228% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 243,353 | $5.97M | 0.0% | +1.6% | 2.704% | |
| 4/22/2025 | Masso Torrence Wealth Management Inc. | 18,698 | $459K | 0.2% | -73.8% | 0.208% | |
| 4/22/2025 | Nilsine Partners LLC | 21,519 | $528K | 0.1% | +18.7% | 0.239% | |
| 4/17/2025 | Boothe Investment Group Inc. | 1,135,132 | $27.85M | 12.7% | +13.3% | 12.613% | |
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| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 49,861 | $1.22M | 0.0% | +85.0% | 0.554% | |
| 4/14/2025 | Farther Finance Advisors LLC | 151,851 | $3.75M | 0.1% | N/A | 1.687% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 79,040 | $1.94M | 0.3% | N/A | 0.878% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 26,959 | $719K | 0.0% | N/A | 0.315% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 32,504 | $867K | 0.1% | +2.4% | 1.912% | |
| 2/17/2025 | Bank of America Corp DE | 8,189 | $218K | 0.0% | N/A | 0.482% | |
| 2/14/2025 | Keel Point LLC | 8,218 | $219K | 0.0% | N/A | 0.483% | |
| 2/14/2025 | Triumph Capital Management | 13,528 | $361K | 0.1% | +9.3% | 0.796% | |
| 2/14/2025 | Tradition Wealth Management LLC | 123,008 | $3.28M | 0.3% | +119.7% | 7.236% | |
| 2/14/2025 | MML Investors Services LLC | 241,814 | $6.45M | 0.0% | +3.5% | 14.224% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 239,407 | $6.38M | 0.0% | +1.8% | 14.083% | |
| 2/12/2025 | StoneX Group Inc. | 50,230 | $1.34M | 0.1% | +328.4% | 2.955% | |
| 2/11/2025 | LPL Financial LLC | 432,714 | $11.54M | 0.0% | N/A | 25.454% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 48,987 | $1.31M | 0.0% | +49.7% | 2.882% | |
| 2/6/2025 | Raymond James Financial Inc. | 405,356 | $10.81M | 0.0% | N/A | 23.844% | |
| 2/6/2025 | Vantage Financial Partners LLC | 226,104 | $6.03M | 1.5% | N/A | 13.300% | |
| 2/6/2025 | Victory Capital Management Inc. | 1,924,217 | $51.30M | 0.1% | +1.9% | 113.189% | |
| 2/4/2025 | Pine Valley Investments Ltd Liability Co | 11,571 | $308K | 0.0% | N/A | 0.681% | |
| 2/4/2025 | Boothe Investment Group Inc. | 1,001,575 | $26.70M | 11.6% | +2.6% | 58.916% | |
| 2/3/2025 | Private Advisor Group LLC | 15,688 | $418K | 0.0% | N/A | 0.923% | |
| 1/31/2025 | Sanctuary Advisors LLC | 569,686 | $15.98M | 0.1% | +7.8% | 33.511% | |
| 1/30/2025 | Nations Financial Group Inc. IA ADV | 29,374 | $783K | 0.1% | N/A | 1.728% | |
| 1/28/2025 | Apollon Wealth Management LLC | 17,376 | $463K | 0.0% | N/A | 1.022% | |
| 1/23/2025 | Masso Torrence Wealth Management Inc. | 71,246 | $1.90M | 1.0% | +5.0% | 4.191% | |
| 1/22/2025 | Nilsine Partners LLC | 18,129 | $483K | 0.1% | +36.5% | 1.066% | |
| 1/21/2025 | Toth Financial Advisory Corp | 1,800 | $48K | 0.0% | N/A | 0.106% | |
| 1/16/2025 | Smart Money Group LLC | 12,960 | $346K | 0.1% | +15.4% | 0.762% | |
| 1/15/2025 | Riversedge Advisors LLC | 402,971 | $10.74M | 2.4% | +1.6% | 23.704% | |
| 11/25/2024 | Sanctuary Advisors LLC | 528,515 | $14.88M | 0.1% | N/A | 31.089% | |
| 11/15/2024 | MML Investors Services LLC | 233,567 | $6.25M | 0.0% | +7.9% | 13.739% | |
| 11/14/2024 | Tradition Wealth Management LLC | 55,979 | $1.50M | 0.1% | +69.4% | 3.293% | |
| 10/24/2024 | Masso Torrence Wealth Management Inc. | 67,822 | $1.82M | 1.0% | +6.0% | 3.990% | |
| 10/18/2024 | Raymond James & Associates | 87,762 | $2.35M | 0.0% | N/A | 5.162% | |
| 10/16/2024 | Riversedge Advisors LLC | 396,721 | $10.62M | 2.4% | N/A | 23.337% | |
| 10/7/2024 | Smith Anglin Financial LLC | 7,703 | $206K | 0.0% | N/A | 0.453% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 216,427 | $5.64M | 0.0% | N/A | 12.731% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 8,160 | $213K | 0.0% | N/A | 0.480% | |
| 7/22/2024 | Masso Torrence Wealth Management Inc. | 63,997 | $1.67M | 0.9% | +0.6% | 3.765% | |
| 4/23/2024 | Masso Torrence Wealth Management Inc. | 63,621 | $1.73M | 1.0% | N/A | 0.000% | |
