| 5/2/2025 | Richard C. Young & CO. LTD. | 64,284 | $2.09M | 0.2% | -6.5% | 0.126% | |
| 5/2/2025 | Pettinga Financial Advisors LLC | 126,160 | $4.10M | 1.0% | -7.1% | 0.246% | |
| 5/2/2025 | Leo Wealth LLC | 33,500 | $1.09M | 0.2% | -12.5% | 0.065% | |
| 5/2/2025 | Sigma Planning Corp | 6,406 | $208K | 0.0% | N/A | 0.013% | |
| 5/1/2025 | CWM LLC | 59,001 | $1.92M | 0.0% | -1.8% | 0.115% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 6,770 | $220K | 0.0% | N/A | 0.013% | |
| 4/30/2025 | Cerity Partners LLC | 18,393 | $598K | 0.0% | -12.3% | 0.036% | |
| 4/30/2025 | Capital Management Associates Inc | 351,895 | $11.44M | 2.6% | -0.2% | 0.687% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 153,564 | $4.99M | 0.0% | +12.3% | 0.300% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 19,576 | $636K | 0.0% | -59.2% | 0.038% | |
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| 4/29/2025 | World Investment Advisors | 169,127 | $5.50M | 0.1% | -34.3% | 0.330% | |
| 4/29/2025 | SMART Wealth LLC | 73,589 | $2.39M | 0.9% | +2.5% | 0.144% | |
| 4/29/2025 | Paul R. Ried Financial Group LLC | 30,906 | $1.01M | 0.7% | -16.9% | 0.060% | |
| 4/28/2025 | Mutual Advisors LLC | 17,514 | $552K | 0.0% | +3.0% | 0.034% | |
| 4/28/2025 | Vontobel Holding Ltd. | 21,850 | $710K | 0.0% | -11.0% | 0.043% | |
| 4/25/2025 | WASHINGTON TRUST Co | 1,863 | $61K | 0.0% | -77.0% | 0.004% | |
| 4/25/2025 | Tradewinds Capital Management LLC | 448,848 | $14.59M | 3.9% | +60,555.1% | 0.877% | |
| 4/24/2025 | CWC Advisors LLC. | 9,883 | $321K | 0.2% | N/A | 0.019% | |
| 4/23/2025 | Western Wealth Management LLC | 8,096 | $263K | 0.0% | N/A | 0.016% | |
| 4/23/2025 | Alpine Bank Wealth Management | 34,000 | $1.11M | 0.2% | N/A | 0.066% | |
| 4/23/2025 | Saxony Capital Management LLC | 6,989 | $227K | 0.2% | -11.2% | 0.014% | |
| 4/23/2025 | Sheets Smith Wealth Management | 13,116 | $426K | 0.1% | -3.7% | 0.026% | |
| 4/23/2025 | Systelligence LLC | 284,756 | $9.26M | 2.2% | -8.0% | 0.556% | |
| 4/23/2025 | Consolidated Portfolio Review Corp | 10,686 | $347K | 0.1% | +3.9% | 0.021% | |
| 4/23/2025 | Blossom Wealth Management | 6,925 | $225K | 0.5% | N/A | 0.014% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 104,141 | $3.39M | 0.0% | +26.0% | 0.203% | |
| 4/22/2025 | Synergy Asset Management LLC | 6,916 | $225K | 0.0% | N/A | 0.014% | |
| 4/22/2025 | Castleview Partners LLC | 28,763 | $935K | 0.6% | +4,117.4% | 0.056% | |
| 4/21/2025 | Stableford Capital II LLC | 66,086 | $2.05M | 0.9% | N/A | 0.132% | |
| 4/21/2025 | Avior Wealth Management LLC | 137,650 | $4.48M | 0.2% | +3.7% | 0.274% | |
| 4/17/2025 | Sowell Financial Services LLC | 129,640 | $4.22M | 0.2% | +61.8% | 0.258% | |
| 4/15/2025 | Transform Wealth LLC | 27,294 | $887K | 0.1% | -8.3% | 0.054% | |
| 4/15/2025 | Focus Financial Network Inc. | 10,550 | $343K | 0.0% | -8.8% | 0.021% | |
| 4/14/2025 | Farther Finance Advisors LLC | 23,678 | $760K | 0.0% | +158.7% | 0.047% | |
| 4/14/2025 | Global Wealth Management LLC | 27,041 | $879K | 0.5% | +3.8% | 0.054% | |
| 4/14/2025 | City Center Advisors LLC | 17,000 | $553K | 0.6% | -5.7% | 0.034% | |
| 4/9/2025 | Merit Financial Group LLC | 133,187 | $4.33M | 0.1% | +17.3% | 0.265% | |
| 4/9/2025 | Gradient Investments LLC | 243,727 | $7.92M | 0.2% | -4.4% | 0.486% | |
| 4/9/2025 | 180 Wealth Advisors LLC | 151,563 | $4.93M | 0.8% | +3.0% | 0.302% | |
| 4/9/2025 | Legacy Wealth Asset Management LLC | 28,118 | $914K | 0.3% | +2.2% | 0.056% | |
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| 4/8/2025 | Myecfo LLC | 61,182 | $1.99M | 1.1% | +3.2% | 0.122% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 38,328 | $1.06M | 0.0% | -5.7% | 0.076% | |
| 3/10/2025 | Mattson Financial Services LLC | 3,572 | $106K | 0.0% | -22.0% | 0.007% | |
| 3/5/2025 | Copley Financial Group Inc. | 86,533 | $2.39M | 1.8% | +21.7% | 0.173% | |
| 3/4/2025 | Comprehensive Money Management Services LLC | 18,981 | $523K | 0.4% | N/A | 0.038% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 15,066 | $415K | 0.0% | +17.3% | 0.032% | |
| 2/18/2025 | Sunbelt Securities Inc. | 1,350 | $37K | 0.0% | N/A | 0.003% | |
| 2/18/2025 | Pettinga Financial Advisors LLC | 135,860 | $3.75M | 0.8% | -2.1% | 0.290% | |
| 2/17/2025 | Focus Partners Wealth | 21,597 | $595K | 0.0% | -26.5% | 0.046% | |
| 2/17/2025 | CoreCap Advisors LLC | 2,223 | $61K | 0.0% | -32.3% | 0.005% | |
| 2/17/2025 | Cetera Investment Advisers | 172,943 | $4.77M | 0.0% | +11.6% | 0.370% | |
| 2/17/2025 | Blue Capital Inc. | 42,009 | $1.16M | 0.8% | N/A | 0.090% | |
| 2/17/2025 | Captrust Financial Advisors | 11,231 | $310K | 0.0% | +31.0% | 0.024% | |
| 2/17/2025 | Baird Financial Group Inc. | 29,496 | $813K | 0.0% | +1.7% | 0.063% | |
| 2/17/2025 | Bank of America Corp DE | 858,806 | $23.68M | 0.0% | +57.9% | 1.835% | |
| 2/17/2025 | Benjamin Edwards Inc. | 298,596 | $8.23M | 0.1% | -3.7% | 0.638% | |
| 2/17/2025 | BNP Paribas Financial Markets | 2,637 | $73K | 0.0% | N/A | 0.006% | |
| 2/17/2025 | Ameriprise Financial Inc. | 86,057 | $2.37M | 0.0% | +5.9% | 0.184% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 9,975 | $275K | 0.0% | N/A | 0.021% | |
| 2/14/2025 | Dauntless Investment Group LLC | 4,338 | $120K | 0.1% | N/A | 0.009% | |
| 2/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 370,000 | $9.77M | 0.1% | -6.6% | 0.791% | |
| 2/14/2025 | Stifel Financial Corp | 268,229 | $7.40M | 0.0% | -2.5% | 0.573% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 30,136 | $831K | 0.0% | N/A | 0.064% | |
| 2/13/2025 | NewEdge Advisors LLC | 102,101 | $2.82M | 0.0% | +2.9% | 0.218% | |
| 2/13/2025 | Walleye Capital LLC | 31,194 | $860K | 0.0% | -5.3% | 0.067% | |
| 2/13/2025 | CreativeOne Wealth LLC | 10,338 | $285K | 0.0% | +18.2% | 0.022% | |
| 2/13/2025 | Mariner LLC | 17,599 | $485K | 0.0% | +85.0% | 0.038% | |
| 2/13/2025 | Synovus Financial Corp | 23,742 | $655K | 0.0% | -9.1% | 0.051% | |
| 2/13/2025 | Seeds Investor LLC | 14,225 | $392K | 0.1% | N/A | 0.030% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 55,222 | $1.52M | 0.0% | +14.8% | 0.118% | |
| 2/13/2025 | Raymond James Financial Inc. | 251,598 | $6.94M | 0.0% | N/A | 0.538% | |
| 2/13/2025 | Texas Yale Capital Corp. | 9,630 | $265K | 0.0% | +42.7% | 0.021% | |
| 2/13/2025 | Advisory Services Network LLC | 30,633 | $845K | 0.0% | N/A | 0.065% | |
| 2/13/2025 | Renaissance Technologies LLC | 98,200 | $2.71M | 0.0% | +163.3% | 0.210% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 136,700 | $3.77M | 0.0% | +16.2% | 0.292% | |
| 2/13/2025 | Wells Fargo & Company MN | 603,840 | $16.65M | 0.0% | +36.0% | 1.290% | |
| 2/12/2025 | World Investment Advisors | 257,382 | $7.10M | 0.2% | +18.1% | 0.550% | |
| 2/12/2025 | Transamerica Financial Advisors Inc. | 20,103 | $555K | 0.1% | +3.0% | 0.043% | |
| 2/12/2025 | JPMorgan Chase & Co. | 241,215 | $6.65M | 0.0% | +33.8% | 0.515% | |
| 2/11/2025 | CoreFirst Bank & Trust | 1,400 | $39K | 0.0% | N/A | 0.003% | |
| 2/11/2025 | LPL Financial LLC | 903,961 | $24.92M | 0.0% | +30.1% | 1.932% | |
| 2/11/2025 | Kiker Wealth Management LLC | 16,291 | $449K | 0.4% | N/A | 0.035% | |
| 2/11/2025 | HUB Investment Partners LLC | 7,820 | $216K | 0.0% | N/A | 0.017% | |
| 2/11/2025 | OLD Point Trust & Financial Services N A | 3,500 | $96K | 0.0% | N/A | 0.007% | |
| 2/10/2025 | Harbour Investments Inc. | 9,642 | $266K | 0.0% | +18.1% | 0.021% | |
| 2/10/2025 | CBIZ Investment Advisory Services LLC | 990 | $27K | 0.0% | N/A | 0.002% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 229,186 | $6.32M | 0.0% | +10.4% | 0.490% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 39,677 | $1.09M | 0.0% | +75.0% | 0.085% | |
| 2/10/2025 | Farther Finance Advisors LLC | 9,154 | $252K | 0.0% | +31.0% | 0.020% | |
| 2/7/2025 | HighTower Advisors LLC | 574,662 | $15.84M | 0.0% | -0.5% | 1.228% | |
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| 2/7/2025 | Inspire Advisors LLC | 43,206 | $1.19M | 0.1% | -3.5% | 0.092% | |
| 2/7/2025 | Global View Capital Management LLC | 33,085 | $934K | 0.3% | N/A | 0.071% | |
| 2/7/2025 | Independent Advisor Alliance | 7,788 | $215K | 0.0% | N/A | 0.017% | |
| 2/7/2025 | Sowell Financial Services LLC | 80,130 | $2.21M | 0.1% | -52.1% | 0.171% | |
| 2/7/2025 | AMG National Trust Bank | 485,523 | $13.44M | 0.4% | +13.7% | 1.037% | |
| 2/6/2025 | Raymond James Financial Inc. | 251,598 | $6.94M | 0.0% | N/A | 0.538% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 1,006 | $28K | 0.0% | +138.4% | 0.002% | |
| 2/6/2025 | Silver Coast Investments LLC | 110,209 | $3.04M | 1.1% | +1.2% | 0.235% | |
| 2/6/2025 | Jones Financial Companies Lllp | 56,660 | $1.56M | 0.0% | +24.5% | 0.121% | |
| 2/5/2025 | SRS Capital Advisors Inc. | 10,419 | $287K | 0.0% | +1,907.5% | 0.022% | |
