| 7/18/2025 | Trilogy Capital Inc. | 16,196 | $687K | 0.0% | +19.6% | 0.010% | |
| 7/18/2025 | Truist Financial Corp | 196,328 | $8.33M | 0.0% | +3.5% | 0.122% | |
| 7/17/2025 | LexAurum Advisors LLC | 32,034 | $1.36M | 0.2% | +37.6% | 0.020% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 163,152 | $6.92M | 0.0% | +16.6% | 0.102% | |
| 7/17/2025 | Venture Visionary Partners LLC | 108,584 | $4.61M | 0.2% | -1.1% | 0.068% | |
| 7/17/2025 | SWS Partners | 218,491 | $9.27M | 2.5% | +1.5% | 0.136% | |
| 7/17/2025 | GC Wealth Management RIA LLC | 11,847 | $503K | 0.0% | -8.6% | 0.007% | |
| 7/17/2025 | City Holding Co. | 2,220 | $94K | 0.0% | -13.8% | 0.001% | |
| 7/17/2025 | Barry Investment Advisors LLC | 375,953 | $15.96M | 4.0% | +5.3% | 0.234% | |
| 7/16/2025 | Independent Wealth Network Inc. | 87,176 | $3.70M | 1.3% | +2.4% | 0.054% | |
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| 7/16/2025 | Eagle Global Advisors LLC | 10,090 | $428K | 0.0% | -9.0% | 0.006% | |
| 7/16/2025 | FCG Investment Co | 21,856 | $928K | 0.5% | N/A | 0.014% | |
| 7/16/2025 | Register Financial Advisors LLC | 5,561 | $236K | 0.1% | +34.6% | 0.003% | |
| 7/16/2025 | Dakota Wealth Management | 333,498 | $14.15M | 0.3% | +7.8% | 0.208% | |
| 7/16/2025 | Castleview Partners LLC | 48,689 | $2.07M | 1.3% | -23.2% | 0.030% | |
| 7/15/2025 | McAdam LLC | 44,305 | $1.88M | 0.1% | +3.3% | 0.028% | |
| 7/15/2025 | Kagan Cocozza Asset Management | 36,429 | $1.55M | 1.2% | -0.7% | 0.023% | |
| 7/15/2025 | Ridgecrest Wealth Partners LLC | 17,710 | $752K | 0.4% | N/A | 0.011% | |
| 7/15/2025 | Focused Wealth Management Inc | 12,351 | $524K | 0.1% | -10.6% | 0.008% | |
| 7/15/2025 | CGN Advisors LLC | 100,602 | $4.27M | 0.4% | +4.9% | 0.063% | |
| 7/15/2025 | GSB Wealth Management LLC | 788 | $33K | 0.0% | +60.8% | 0.000% | |
| 7/15/2025 | Optima Capital LLC | 14,310 | $607K | 0.3% | +5.5% | 0.009% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 138,868 | $5.89M | 0.2% | -0.6% | 0.086% | |
| 7/14/2025 | Park Avenue Securities LLC | 9,687 | $411K | 0.0% | -33.7% | 0.006% | |
| 7/11/2025 | Meriwether Wealth & Planning LLC | 16,960 | $720K | 0.5% | -7.5% | 0.011% | |
| 7/11/2025 | First PREMIER Bank | 84,717 | $3.60M | 0.9% | +5.0% | 0.053% | |
| 7/11/2025 | Farther Finance Advisors LLC | 33,960 | $1.44M | 0.0% | -3.9% | 0.021% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 49,717 | $2.16M | 0.0% | +3.8% | 0.031% | |
| 7/10/2025 | Capital Advisory Group Advisory Services LLC | 19,795 | $840K | 0.3% | -18.7% | 0.012% | |
| 7/9/2025 | Balefire LLC | 17,950 | $762K | 0.2% | -1.4% | 0.011% | |
| 7/9/2025 | Berkshire Bank | 14,804 | $628K | 0.1% | -11.8% | 0.009% | |
| 7/9/2025 | MFG Wealth Management Inc. | 6,565 | $279K | 0.2% | -3.4% | 0.004% | |
| 7/8/2025 | Juncture Wealth Strategies LLC | 29,119 | $1.24M | 0.4% | +2.6% | 0.018% | |
| 7/8/2025 | Heartwood Wealth Advisors LLC | 117,020 | $4.97M | 0.5% | +2.5% | 0.073% | |
| 7/8/2025 | Parallel Advisors LLC | 3,606 | $153K | 0.0% | -7.5% | 0.002% | |
| 7/7/2025 | Wealth Alliance Advisory Group LLC | 10,972 | $466K | 0.1% | -12.6% | 0.007% | |
| 7/7/2025 | RDA Financial Network | 21,738 | $923K | 0.2% | -14.4% | 0.014% | |
| 6/4/2025 | First Hawaiian Bank | 195,322 | $8.65M | 0.4% | -4.3% | 0.122% | |
| 5/22/2025 | Rollins Financial Advisors LLC | 44,527 | $1.97M | 0.3% | +45.5% | 0.028% | |
| 5/16/2025 | NewEdge Advisors LLC | 97,910 | $4.33M | 0.0% | +3.0% | 0.062% | |
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| 5/16/2025 | Integrated Wealth Concepts LLC | 151,297 | $6.70M | 0.1% | -4.0% | 0.095% | |
| 5/15/2025 | Baird Financial Group Inc. | 45,908 | $2.03M | 0.0% | -6.9% | 0.029% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 1,674 | $74K | 0.1% | -47.2% | 0.001% | |
| 5/14/2025 | Wealth Preservation Advisors LLC | 2,891 | $128K | 0.1% | N/A | 0.002% | |
| 5/14/2025 | Ameriprise Financial Inc. | 2,868,008 | $126.95M | 0.0% | +1.1% | 1.807% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 42,181 | $1.87M | 0.1% | +34.1% | 0.027% | |
| 5/12/2025 | Kohmann Bosshard Financial Services LLC | 18,619 | $824K | 0.1% | -1.5% | 0.012% | |
| 5/9/2025 | Tidemark LLC | 11,193 | $495K | 0.2% | -7.9% | 0.007% | |
| 5/6/2025 | Wedbush Securities Inc. | 62,554 | $2.77M | 0.1% | -2.2% | 0.040% | |
| 5/5/2025 | Lindbrook Capital LLC | 15,440 | $683K | 0.1% | -3.0% | 0.010% | |
| 5/2/2025 | BIP Wealth LLC | 136,904 | $6.06M | 0.4% | -4.1% | 0.087% | |
| 5/2/2025 | Whittier Trust Co. | 5,039 | $223K | 0.0% | -13.7% | 0.003% | |
| 5/2/2025 | First Command Advisory Services Inc. | 835,116 | $36.96M | 0.4% | +7.4% | 0.531% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 1,527,178 | $67.59M | 2.3% | +1.9% | 0.971% | |
| 5/2/2025 | Bogart Wealth LLC | 15,723 | $696K | 0.0% | +2.3% | 0.010% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 263,549 | $11.67M | 2.5% | N/A | 0.168% | |
| 4/29/2025 | Bank of New York Mellon Corp | 561,085 | $24.83M | 0.0% | -3.0% | 0.357% | |
| 4/29/2025 | Elite Financial Inc. | 191,884 | $8.49M | 4.5% | +159.0% | 0.122% | |
| 4/29/2025 | Wayfinding Financial LLC | 1,648 | $72K | 0.0% | N/A | 0.001% | |
| 4/28/2025 | Private Trust Co. NA | 10,075 | $446K | 0.0% | +32.9% | 0.006% | |
| 4/25/2025 | Westside Investment Management Inc. | 900 | $40K | 0.0% | N/A | 0.001% | |
| 4/24/2025 | Crescent Grove Advisors LLC | 134,279 | $5.94M | 0.6% | +4.5% | 0.085% | |
| 4/23/2025 | Western Wealth Management LLC | 39,022 | $1.73M | 0.1% | -6.5% | 0.025% | |
| 4/23/2025 | Golden State Wealth Management LLC | 575 | $26K | 0.0% | +103.2% | 0.000% | |
| 4/22/2025 | Altrius Capital Management Inc | 9,054 | $401K | 0.1% | -6.4% | 0.006% | |
| 4/22/2025 | Crews Bank & Trust | 5,990 | $265K | 0.0% | +5.7% | 0.004% | |
| 4/22/2025 | First PREMIER Bank | 80,692 | $3.57M | 0.9% | +1.5% | 0.051% | |
| 4/21/2025 | L.M. Kohn & Company | 17,681 | $783K | 0.2% | +15.8% | 0.011% | |
| 4/21/2025 | Heartwood Wealth Advisors LLC | 114,140 | $5.05M | 0.6% | +1.0% | 0.073% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 21,346 | $942K | 0.0% | -49.4% | 0.014% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 139,868 | $6.19M | 0.0% | +7.4% | 0.089% | |
| 4/15/2025 | Collier Financial | 16,178 | $716K | 0.6% | N/A | 0.010% | |
| 4/14/2025 | Farther Finance Advisors LLC | 35,342 | $1.56M | 0.0% | -4.1% | 0.023% | |
| 4/14/2025 | NewSquare Capital LLC | 7,317 | $324K | 0.0% | -22.2% | 0.005% | |
| 4/9/2025 | NBC Securities Inc. | 573 | $25K | 0.0% | N/A | 0.000% | |
| 4/8/2025 | Dumont & Blake Investment Advisors LLC | 45,040 | $1.99M | 0.6% | +0.7% | 0.029% | |
| 4/7/2025 | GAMMA Investing LLC | 8,852 | $392K | 0.0% | +4,326.0% | 0.006% | |
| 4/7/2025 | AdvisorNet Financial Inc | 755 | $33K | 0.0% | +387.1% | 0.000% | |
| 3/6/2025 | Copia Wealth Management | 1,125 | $49K | 0.0% | N/A | 0.001% | |
| 3/6/2025 | Elite Financial Inc. | 74,081 | $3.20M | 1.7% | N/A | 0.048% | |
| 2/18/2025 | Sunbelt Securities Inc. | 1,922 | $83K | 0.0% | +28.2% | 0.001% | |
| 2/18/2025 | Fourth Dimension Wealth LLC | 1,050 | $45K | 0.0% | N/A | 0.001% | |
| 2/17/2025 | Colonial Trust Co SC | 1,751 | $75K | 0.0% | N/A | 0.001% | |
| 2/17/2025 | Captrust Financial Advisors | 60,421 | $2.61M | 0.0% | -4.4% | 0.036% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 5,502 | $238K | 0.0% | N/A | 0.003% | |
| 2/17/2025 | BIP Wealth LLC | 142,703 | $6.17M | 0.4% | -2.8% | 0.084% | |
| 2/17/2025 | BNP Paribas Financial Markets | 213,125 | $9.22M | 0.0% | +3,190.0% | 0.125% | |
| 2/17/2025 | Ameriprise Financial Inc. | 2,838,146 | $122.73M | 0.0% | +1.2% | 1.669% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 157,605 | $6.82M | 0.1% | +30.8% | 0.093% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 12,525 | $539K | 0.1% | +43.4% | 0.007% | |
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| 2/14/2025 | IHT Wealth Management LLC | 14,657 | $634K | 0.0% | +22.2% | 0.009% | |
| 2/13/2025 | Rollins Financial Advisors LLC | 30,598 | $1.32M | 0.2% | +453.9% | 0.018% | |
| 2/13/2025 | Waterloo Capital L.P. | 301,229 | $13.03M | 1.4% | +9.4% | 0.177% | |
| 2/13/2025 | Wedbush Securities Inc. | 63,983 | $2.77M | 0.1% | -4.4% | 0.038% | |
| 2/13/2025 | Oarsman Capital Inc. | 10,672 | $461K | 0.1% | -7.0% | 0.006% | |
| 2/12/2025 | JPMorgan Chase & Co. | 325,212 | $14.06M | 0.0% | +38.9% | 0.191% | |
| 2/11/2025 | AllSquare Wealth Management LLC | 6,183 | $267K | 0.2% | +7.9% | 0.004% | |
| 2/10/2025 | Tidemark LLC | 12,152 | $525K | 0.2% | -11.6% | 0.007% | |
| 2/10/2025 | Farther Finance Advisors LLC | 36,842 | $1.59M | 0.1% | -7.4% | 0.022% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 31,460 | $1.36M | 0.1% | +8,888.6% | 0.018% | |
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