| 7/18/2025 | Wetzel Investment Advisors Inc. | 398,084 | $13.38M | 6.1% | +163.1% | 1.558% | |
| 7/18/2025 | Truist Financial Corp | 25,728 | $864K | 0.0% | +81.7% | 0.101% | |
| 7/17/2025 | Archford Capital Strategies LLC | 115,000 | $3.86M | 0.5% | +22.0% | 0.452% | |
| 7/17/2025 | Worth Financial Advisory Group LLC | 140,936 | $4.73M | 2.9% | -5.3% | 0.554% | |
| 7/16/2025 | John W. Brooker & Co. CPAs | 13,240 | $449K | 1.1% | -82.2% | 0.052% | |
| 7/16/2025 | Old Port Advisors | 9,845 | $330K | 0.1% | -22.1% | 0.039% | |
| 7/16/2025 | Southern Capital Advisors LLC | 17,545 | $589K | 0.3% | -9.7% | 0.069% | |
| 7/16/2025 | Castleview Partners LLC | 27,860 | $935K | 0.6% | +9.7% | 0.109% | |
| 7/15/2025 | Well Done LLC | 31,957 | $1.07M | 0.2% | N/A | 0.126% | |
| 7/14/2025 | Occidental Asset Management LLC | 8,525 | $286K | 0.0% | +8.9% | 0.034% | |
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| 7/14/2025 | Southland Equity Partners LLC | 348,776 | $11.71M | 2.6% | -0.1% | 1.373% | |
| 7/11/2025 | Farther Finance Advisors LLC | 52,394 | $1.76M | 0.0% | +22.9% | 0.206% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 6,916 | $232K | 0.0% | -51.3% | 0.027% | |
| 7/10/2025 | Worth Asset Management LLC | 18,074 | $607K | 0.3% | -41.2% | 0.071% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 136,206 | $4.60M | 0.0% | +14.9% | 0.535% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 59,759 | $2.01M | 0.2% | +25.8% | 0.235% | |
| 7/10/2025 | Sovran Advisors LLC | 9,147 | $308K | 0.0% | -87.7% | 0.036% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 128,894 | $4.33M | 0.2% | +56.9% | 0.506% | |
| 7/9/2025 | Keystone Wealth Services LLC | 11,727 | $394K | 0.1% | -53.7% | 0.046% | |
| 7/9/2025 | Triumph Capital Management | 110,303 | $3.70M | 1.1% | +6.1% | 0.433% | |
| 7/9/2025 | HFG Wealth Management LLC | 153,607 | $4.82M | 2.8% | +3.3% | 0.604% | |
| 7/9/2025 | Beacon Financial Group | 96,479 | $3.24M | 0.3% | +27.3% | 0.379% | |
| 7/8/2025 | Gradient Investments LLC | 18,114 | $608K | 0.0% | N/A | 0.071% | |
| 5/27/2025 | Jacobi Capital Management LLC | 21,215 | $666K | 0.0% | -42.2% | 0.083% | |
| 5/20/2025 | Belpointe Asset Management LLC | 9,334 | $293K | 0.0% | N/A | 0.036% | |
| 5/19/2025 | Jane Street Group LLC | 21,193 | $665K | 0.0% | +194.5% | 0.082% | |
| 5/16/2025 | Prostatis Group LLC | 24,518 | $770K | 0.2% | -16.6% | 0.095% | |
| 5/16/2025 | NewEdge Advisors LLC | 144,200 | $4.53M | 0.0% | +33.3% | 0.561% | |
| 5/15/2025 | OLD Mission Capital LLC | 14,295 | $449K | 0.0% | N/A | 0.056% | |
| 5/14/2025 | Delta Investment Management LLC | 844,945 | $26.52M | 5.4% | -6.6% | 3.288% | |
| 5/14/2025 | Luminist Capital LLC | 118,552 | $3.72M | 4.0% | +26,128.3% | 0.461% | |
| 5/14/2025 | Freedom Investment Management Inc. | 33,903 | $1.06M | 0.1% | N/A | 0.132% | |
| 5/14/2025 | Kestra Advisory Services LLC | 115,226 | $3.62M | 0.0% | +4.7% | 0.448% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 266,992 | $8.38M | 0.1% | +7.7% | 1.039% | |
| 5/12/2025 | Meridian Wealth Management LLC | 26,574 | $834K | 0.0% | +5.8% | 0.103% | |
| 5/12/2025 | WealthPlan Investment Management LLC | 15,902 | $499K | 0.0% | -20.3% | 0.062% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 1,640,244 | $51.88M | 1.7% | +9.3% | 6.382% | |
| 5/9/2025 | West Michigan Advisors LLC | 7,373 | $232K | 0.1% | N/A | 0.029% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 1,435,659 | $45.07M | 0.1% | +20.0% | 5.586% | |
| 5/8/2025 | Harbour Investments Inc. | 75,628 | $2.37M | 0.1% | +158.1% | 0.311% | |
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| 5/8/2025 | Sound View Wealth Advisors Group LLC | 6,485 | $204K | 0.0% | -24.6% | 0.027% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 29,349 | $921K | 0.0% | +119.3% | 0.121% | |
| 5/7/2025 | LPL Financial LLC | 3,757,904 | $117.96M | 0.0% | +8.1% | 15.433% | |
| 5/6/2025 | Cetera Investment Advisers | 175,043 | $5.50M | 0.0% | +69.2% | 0.719% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 11,197 | $351K | 0.0% | -11.3% | 0.046% | |
| 5/6/2025 | Lifeworks Advisors LLC | 31,593 | $992K | 0.2% | N/A | 0.130% | |
| 5/6/2025 | AE Wealth Management LLC | 161,542 | $5.07M | 0.0% | +3.3% | 0.663% | |
| 5/6/2025 | Triumph Capital Management | 103,926 | $3.26M | 1.1% | +8.9% | 0.427% | |
| 5/6/2025 | Old Port Advisors | 12,645 | $397K | 0.1% | -9.5% | 0.052% | |
| 5/5/2025 | Hazlett Burt & Watson Inc. | 1,573 | $50K | 0.0% | +236.8% | 0.006% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 34,823 | $1.09M | 0.0% | -31.1% | 0.143% | |
| 5/5/2025 | Private Advisor Group LLC | 24,704 | $775K | 0.0% | N/A | 0.101% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 1,561,728 | $49.02M | 0.9% | +344.3% | 6.414% | |
| 5/2/2025 | Leelyn Smith LLC | 10,788 | $339K | 0.1% | -33.3% | 0.044% | |
| 5/1/2025 | Secured Retirement Advisors LLC | 30,389 | $954K | 0.6% | +10.3% | 0.125% | |
| 5/1/2025 | CWM LLC | 22,412 | $704K | 0.0% | +191.3% | 0.092% | |
| 5/1/2025 | Stephens Inc. AR | 62,602 | $1.97M | 0.0% | +31.8% | 0.257% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 12,236 | $384K | 0.1% | -12.6% | 0.050% | |
| 4/30/2025 | John W. Brooker & Co. CPAs | 74,279 | $2.33M | 1.0% | +13.6% | 0.305% | |
| 4/30/2025 | Trek Financial LLC | 136,788 | $4.29M | 0.3% | +1.5% | 0.562% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 105,674 | $3.32M | 0.1% | +72.0% | 0.434% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 243,727 | $7.65M | 0.0% | +8.6% | 1.001% | |
| 4/29/2025 | Ifrah Financial Services Inc. | 19,523 | $613K | 0.2% | N/A | 0.080% | |
| 4/29/2025 | Brookstone Capital Management | 83,460 | $2.62M | 0.0% | +31.3% | 0.343% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 14,205 | $445K | 0.0% | -16.0% | 0.058% | |
| 4/28/2025 | Mutual Advisors LLC | 51,660 | $1.62M | 0.0% | +11.0% | 0.212% | |
| 4/28/2025 | Private Trust Co. NA | 922 | $29K | 0.0% | -66.4% | 0.004% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 82,126 | $2.58M | 0.1% | -5.9% | 0.337% | |
| 4/25/2025 | Sovran Advisors LLC | 74,470 | $2.28M | 0.3% | -10.2% | 0.306% | |
| 4/24/2025 | Golden State Wealth Management LLC | 10,995 | $345K | 0.1% | +105.2% | 0.045% | |
| 4/24/2025 | Financial Futures Ltd Liability Co. | 157,186 | $4.93M | 2.8% | +13.0% | 0.646% | |
| 4/24/2025 | Beacon Financial Advisory LLC | 55,997 | $1.76M | 0.5% | +41.8% | 0.230% | |
| 4/24/2025 | Kraft Davis & Associates LLC | 40,149 | $1.23M | 0.4% | N/A | 0.165% | |
| 4/23/2025 | Western Wealth Management LLC | 12,115 | $380K | 0.0% | +30.6% | 0.050% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 57,507 | $1.81M | 0.0% | +69.3% | 0.236% | |
| 4/23/2025 | Golden State Wealth Management LLC | 21,986 | $690K | 0.1% | +310.3% | 0.090% | |
| 4/23/2025 | Kellett Wealth Advisors LLC | 58,742 | $1.84M | 1.3% | +1.7% | 0.241% | |
| 4/23/2025 | Balance Wealth LLC | 54,797 | $1.72M | 1.1% | N/A | 0.225% | |
| 4/23/2025 | Archford Capital Strategies LLC | 94,250 | $2.96M | 0.4% | +1,345.6% | 0.387% | |
| 4/22/2025 | Wetzel Investment Advisors Inc. | 151,320 | $4.75M | 2.4% | +15.5% | 0.621% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 111,531 | $3.50M | 0.0% | -1.1% | 0.458% | |
| 4/22/2025 | Worth Financial Advisory Group LLC | 148,769 | $4.67M | 3.0% | +37.4% | 0.611% | |
| 4/22/2025 | Castleview Partners LLC | 25,405 | $797K | 0.5% | +74.2% | 0.104% | |
| 4/22/2025 | Davies Financial Advisors Inc. | 324,443 | $10.18M | 8.7% | +43.3% | 1.332% | |
| 4/22/2025 | Advisor Resource Council | 46,036 | $1.45M | 0.1% | -10.6% | 0.189% | |
| 4/17/2025 | Authentikos Wealth Advisory LLC | 217,892 | $6.84M | 5.7% | +492.5% | 0.895% | |
| 4/17/2025 | Keystone Wealth Services LLC | 25,346 | $796K | 0.2% | N/A | 0.104% | |
| 4/16/2025 | CRA Financial Services LLC | 13,605 | $427K | 0.1% | +20.2% | 0.059% | |
| 4/16/2025 | Southland Equity Partners LLC | 349,232 | $10.96M | 2.6% | +10.1% | 1.518% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 118,502 | $3.72M | 0.0% | +121.5% | 0.515% | |
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| 4/15/2025 | Yarger Wealth Strategies LLC | 27,974 | $878K | 0.5% | +88.9% | 0.122% | |
| 4/15/2025 | Fiduciary Financial Group LLC | 7,437 | $228K | 0.0% | N/A | 0.032% | |
| 4/14/2025 | Pallas Capital Advisors LLC | 82,127 | $2.58M | 0.1% | N/A | 0.357% | |
| 4/14/2025 | Farther Finance Advisors LLC | 42,619 | $1.34M | 0.0% | N/A | 0.185% | |
| 4/14/2025 | LexAurum Advisors LLC | 7,215 | $226K | 0.0% | -7.7% | 0.031% | |
| 4/11/2025 | Pinnacle Wealth Management Group Inc. | 148,858 | $4.67M | 3.3% | -14.1% | 0.647% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 47,514 | $1.49M | 0.1% | +12.2% | 0.207% | |
| 4/10/2025 | Beacon Financial Group | 75,776 | $2.38M | 0.3% | N/A | 0.329% | |
| 4/10/2025 | CGN Advisors LLC | 21,701 | $681K | 0.1% | N/A | 0.094% | |
| 4/10/2025 | Whipplewood Advisors LLC | 22,012 | $691K | 0.2% | -34.6% | 0.096% | |
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