| 8/15/2025 | Strategic Investment Advisors MI | 32,990 | $962K | 0.1% | -4.9% | 0.057% | |
| 8/15/2025 | Corient Private Wealth LLC | 63,644 | $1.86M | 0.0% | +100.0% | 0.111% | |
| 8/15/2025 | MML Investors Services LLC | 372,636 | $10.89M | 0.0% | -0.7% | 0.648% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 7,689 | $224K | 0.0% | -48.6% | 0.013% | |
| 8/15/2025 | Bank of America Corp DE | 2,702,160 | $78.96M | 0.0% | +2.7% | 4.699% | |
| 8/15/2025 | Ameriprise Financial Inc. | 6,350,351 | $185.56M | 0.0% | -3.1% | 11.044% | |
| 8/14/2025 | Raymond James Financial Inc. | 26,562 | $776K | 0.0% | -22.7% | 0.046% | |
| 8/14/2025 | Transamerica Financial Advisors LLC | 55,478 | $1.62M | 0.2% | -1.8% | 0.096% | |
| 8/14/2025 | Prestige Wealth Management Group LLC | 7,308 | $214K | 0.0% | -57.5% | 0.013% | |
| 8/13/2025 | CW Advisors LLC | 1,179,900 | $34.48M | 0.3% | +3.4% | 2.052% | |
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| 8/13/2025 | Level Four Advisory Services LLC | 31,275 | $914K | 0.0% | +16.2% | 0.054% | |
| 8/12/2025 | CreativeOne Wealth LLC | 26,765 | $782K | 0.0% | -23.4% | 0.047% | |
| 8/12/2025 | Jefferies Financial Group Inc. | 159,815 | $4.67M | 0.0% | -20.1% | 0.278% | |
| 8/12/2025 | JPMorgan Chase & Co. | 112,647 | $3.29M | 0.0% | -1.2% | 0.196% | |
| 8/11/2025 | Kingdom Financial Group LLC. | 17,693 | $517K | 0.5% | N/A | 0.031% | |
| 8/11/2025 | Perennial Investment Advisors LLC | 7,921 | $231K | 0.0% | -5.3% | 0.014% | |
| 8/8/2025 | Financial Gravity Companies Inc. | 374,959 | $10.96M | 1.7% | N/A | 0.652% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 68,615 | $2.01M | 0.0% | -2.1% | 0.119% | |
| 8/8/2025 | Cetera Investment Advisers | 43,136 | $1.26M | 0.0% | +16.1% | 0.075% | |
| 8/8/2025 | Flaharty Asset Management LLC | 680,216 | $19.88M | 4.1% | +1.7% | 1.183% | |
| 8/8/2025 | Creative Planning | 16,712 | $488K | 0.0% | +63.6% | 0.029% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 109,347 | $3.20M | 0.1% | +83.8% | 0.190% | |
| 8/8/2025 | Good Life Advisors LLC | 664,234 | $19.41M | 1.2% | +11.6% | 1.155% | |
| 8/8/2025 | Advyzon Investment Management LLC | 12,430 | $363K | 0.1% | N/A | 0.022% | |
| 8/7/2025 | Allworth Financial LP | 3,510 | $103K | 0.0% | N/A | 0.006% | |
| 8/6/2025 | RWA Wealth Partners LLC | 1,399,638 | $40.90M | 0.5% | -81.6% | 2.434% | |
| 8/6/2025 | AE Wealth Management LLC | 1,604,981 | $46.90M | 0.3% | +5.4% | 2.791% | |
| 8/6/2025 | Quadrant Private Wealth Management LLC | 36,656 | $1.07M | 0.2% | -14.3% | 0.064% | |
| 8/6/2025 | Savant Capital LLC | 48,256 | $1.41M | 0.0% | -19.5% | 0.084% | |
| 8/5/2025 | Bank of Montreal Can | 7,333 | $214K | 0.0% | +30.7% | 0.013% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 2,934 | $86K | 0.0% | +17.3% | 0.005% | |
| 8/4/2025 | World Investment Advisors | 40,005 | $1.17M | 0.0% | -9.6% | 0.070% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 339,046 | $9.91M | 0.5% | +29.3% | 0.590% | |
| 8/1/2025 | Cobblestone Capital Advisors LLC NY | 61,250 | $1.79M | 0.1% | +9.6% | 0.105% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 67,542 | $1.97M | 0.0% | +8.3% | 0.116% | |
| 7/31/2025 | Kathleen S. Wright Associates Inc. | 44,786 | $1.31M | 0.5% | -3.2% | 0.077% | |
| 7/29/2025 | Birmingham Capital Management Co. Inc. AL | 147,500 | $4.31M | 1.9% | -21.5% | 0.261% | |
| 7/29/2025 | Tradewinds Capital Management LLC | 77,755 | $2.27M | 0.6% | +17.8% | 0.137% | |
| 7/29/2025 | ShoreHaven Wealth Partners LLC | 45,694 | $1.34M | 0.5% | +2.0% | 0.081% | |
| 7/29/2025 | Private Trust Co. NA | 8,950 | $262K | 0.0% | -27.4% | 0.016% | |
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| 7/28/2025 | 5th Street Advisors LLC | 149,109 | $4.36M | 2.2% | -6.7% | 0.263% | |
| 7/28/2025 | Ritholtz Wealth Management | 78,141 | $2.28M | 0.1% | +91.1% | 0.138% | |
| 7/28/2025 | RFG Advisory LLC | 7,796 | $228K | 0.0% | -60.3% | 0.014% | |
| 7/25/2025 | CWM LLC | 294,861 | $8.62M | 0.0% | +8.8% | 0.521% | |
| 7/23/2025 | Optas LLC | 57,002 | $1.67M | 0.3% | -5.3% | 0.101% | |
| 7/23/2025 | Valmark Advisers Inc. | 208,156 | $6.08M | 0.1% | +70.4% | 0.367% | |
| 7/23/2025 | Detalus Advisors LLC | 13,159 | $385K | 0.1% | -7.9% | 0.023% | |
| 7/21/2025 | Ascent Group LLC | 12,219 | $357K | 0.0% | -28.8% | 0.022% | |
| 7/18/2025 | Truist Financial Corp | 6,895 | $201K | 0.0% | N/A | 0.012% | |
| 7/18/2025 | Donald L. Hagan LLC | 21,503 | $628K | 0.3% | -17.4% | 0.038% | |
| 7/17/2025 | David Kennon Inc | 58,467 | $1.71M | 0.6% | -1.6% | 0.104% | |
| 7/16/2025 | Arkansas Financial Group Inc. | 551,268 | $15.91M | 2.5% | +8.6% | 0.983% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 2,300,466 | $67.22M | 2.9% | -0.9% | 4.101% | |
| 7/11/2025 | Farther Finance Advisors LLC | 5,581 | $163K | 0.0% | -68.4% | 0.010% | |
| 7/10/2025 | Exchange Traded Concepts LLC | 1,494,916 | $43.68M | 0.5% | N/A | 2.651% | |
| 7/10/2025 | Sovran Advisors LLC | 10,043 | $290K | 0.0% | N/A | 0.018% | |
| 7/9/2025 | Breakwater Investment Management | 12,153 | $355K | 0.1% | -6.8% | 0.022% | |
| 7/9/2025 | Procyon Advisors LLC | 1,349,276 | $39.43M | 3.7% | -1.9% | 2.392% | |
| 7/9/2025 | Tounjian Advisory Partners LLC | 82,740 | $2.40M | 0.4% | -0.4% | 0.147% | |
| 7/9/2025 | Keystone Wealth Services LLC | 34,085 | $996K | 0.2% | -11.7% | 0.060% | |
| 7/9/2025 | Breakwater Capital Group | 125,290 | $3.66M | 0.6% | -12.5% | 0.222% | |
| 7/9/2025 | Alesco Advisors LLC | 36,645 | $1.07M | 0.0% | +108.4% | 0.065% | |
| 7/9/2025 | Sterling Manor Financial LLC | 538,925 | $15.75M | 10.5% | +5.3% | 0.956% | |
| 7/8/2025 | Melone Private Wealth LLC | 179,257 | $5.22M | 2.7% | +1.0% | 0.318% | |
| 7/8/2025 | Parallel Advisors LLC | 9,506 | $278K | 0.0% | -3.8% | 0.017% | |
| 5/15/2025 | OLD Mission Capital LLC | 70,996 | $2.06M | 0.0% | N/A | 0.132% | |
| 5/14/2025 | Ameriprise Financial Inc. | 6,552,185 | $190.22M | 0.1% | +443.6% | 12.201% | |
| 5/14/2025 | Flow Traders U.S. LLC | 170,091 | $4.94M | 0.2% | N/A | 0.317% | |
| 5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 16,327 | $474K | 0.5% | N/A | 0.028% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 350,334 | $10.17M | 2.2% | N/A | 0.601% | |
| 4/28/2025 | Private Trust Co. NA | 12,336 | $358K | 0.0% | -9.8% | 0.021% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 2,502 | $73K | 0.0% | +18.4% | 0.004% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 14,227 | $413K | 0.0% | -63.9% | 0.024% | |
| 4/14/2025 | Farther Finance Advisors LLC | 17,650 | $512K | 0.0% | +16.5% | 0.029% | |
| 4/9/2025 | ST Germain D J Co. Inc. | 2,321,665 | $67.40M | 3.2% | -4.0% | 3.844% | |
| 4/8/2025 | Parallel Advisors LLC | 9,886 | $287K | 0.0% | -42.0% | 0.016% | |
| 3/4/2025 | Birmingham Capital Management Co. Inc. AL | 188,000 | $5.38M | 2.0% | N/A | 0.302% | |
| 2/17/2025 | Enstar Group LTD | 276,400 | $7.92M | 2.8% | N/A | 0.557% | |
| 2/17/2025 | Ameriprise Financial Inc. | 1,205,293 | $34.53M | 0.0% | +38.2% | 2.430% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 6,111 | $175K | 0.0% | -24.4% | 0.012% | |
| 2/12/2025 | JPMorgan Chase & Co. | 113,220 | $3.24M | 0.0% | -30.6% | 0.228% | |
| 2/10/2025 | Parallel Advisors LLC | 17,057 | $489K | 0.0% | +17.5% | 0.034% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 2,113 | $61K | 0.0% | +108.8% | 0.004% | |
| 2/10/2025 | Eldridge Investment Advisors Inc. | 112,346 | $3.22M | 0.7% | -9.3% | 0.227% | |
| 2/10/2025 | Farther Finance Advisors LLC | 15,144 | $434K | 0.0% | +3.7% | 0.031% | |
| 2/5/2025 | Private Trust Co. NA | 13,678 | $392K | 0.0% | +22.9% | 0.028% | |
| 1/17/2025 | Arkansas Financial Group Inc. | 462,865 | $13.26M | 2.1% | +39.2% | 0.933% | |
| 1/17/2025 | Avior Wealth Management LLC | 5,801 | $166K | 0.0% | -75.4% | 0.012% | |
| 1/10/2025 | ST Germain D J Co. Inc. | 2,419,567 | $69.30M | 3.1% | -2.2% | 4.878% | |
| 12/26/2024 | JPMorgan Chase & Co. | 163,074 | $4.90M | 0.0% | -22.5% | 0.329% | |
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| 11/13/2024 | Private Trust Co. NA | 11,125 | $334K | 0.0% | +8.1% | 0.022% | |
| 11/8/2024 | Avior Wealth Management LLC | 23,617 | $709K | 0.0% | +28.0% | 0.048% | |
| 10/29/2024 | Farther Finance Advisors LLC | 14,598 | $438K | 0.0% | +14,795.9% | 0.029% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 1,012 | $30K | 0.0% | +638.7% | 0.002% | |
| 10/18/2024 | ST Germain D J Co. Inc. | 2,473,678 | $74.29M | 3.4% | -4.2% | 4.987% | |
| 10/9/2024 | Sanibel Captiva Trust Company Inc. | 30,000 | $901K | 0.0% | N/A | 0.060% | |
| 10/5/2024 | Arkansas Financial Group Inc. | 332,446 | $9.98M | 1.5% | +23.6% | 0.670% | |
| 8/8/2024 | Parallel Advisors LLC | 9,506 | $273K | 0.0% | N/A | 0.019% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 911 | $26K | 0.0% | N/A | 0.002% | |
| 8/2/2024 | Jackson Creek Investment Advisors LLC | 8,726 | $250K | 0.1% | -51.3% | 0.018% | |
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