| 6/10/2025 | Compass Financial Services Inc | 56,417 | $10.37M | 5.4% | +0.6% | 2.239% | |
| 5/15/2025 | Royal Bank of Canada | 15,994 | $2.94M | 0.0% | +33.0% | 0.672% | |
| 5/15/2025 | MAI Capital Management | 61,144 | $11.24M | 0.1% | -2.1% | 2.569% | |
| 5/15/2025 | Graney & King LLC | 30,001 | $5.52M | 4.1% | +3.1% | 1.261% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 6,695 | $1.22M | 0.1% | +37.9% | 0.281% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 26,566 | $4.88M | 0.0% | -0.8% | 1.116% | |
| 5/13/2025 | Raymond James Financial Inc. | 92,232 | $16.95M | 0.0% | +18.1% | 3.875% | |
| 5/12/2025 | Avant Capital LLC | 1,335 | $245K | 0.2% | N/A | 0.056% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 4,058 | $746K | 0.0% | +39.0% | 0.171% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 11,001 | $2.02M | 0.1% | +1.8% | 0.462% | |
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| 5/7/2025 | LPL Financial LLC | 377,365 | $69.37M | 0.0% | +7.8% | 15.856% | |
| 5/6/2025 | ShoreHaven Wealth Partners LLC | 30,595 | $5.62M | 2.7% | +9.9% | 1.286% | |
| 5/6/2025 | USAdvisors Wealth Management LLC | 17,275 | $3.18M | 1.1% | +33.7% | 0.726% | |
| 5/6/2025 | Cetera Investment Advisers | 5,376 | $988K | 0.0% | -17.9% | 0.226% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 12,490 | $2.30M | 0.0% | +207.3% | 0.525% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 21,340 | $3.92M | 0.1% | +20.7% | 0.897% | |
| 5/5/2025 | Private Advisor Group LLC | 6,886 | $1.27M | 0.0% | +44.3% | 0.289% | |
| 5/1/2025 | Roger Wittlin Investment Advisory LLC | 40,666 | $7.48M | 4.4% | -0.1% | 1.709% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 47,897 | $8.81M | 0.5% | +3,032.6% | 2.012% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 82,092 | $15.09M | 0.0% | +33.4% | 3.449% | |
| 4/29/2025 | World Investment Advisors | 9,172 | $1.69M | 0.0% | -21.6% | 0.385% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 6,878 | $1.26M | 0.1% | +8.8% | 0.289% | |
| 4/24/2025 | Money Concepts Capital Corp | 10,035 | $1.85M | 0.1% | +2.5% | 0.422% | |
| 4/23/2025 | Western Wealth Management LLC | 3,108 | $571K | 0.0% | -1.9% | 0.131% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 94,343 | $17.34M | 0.1% | +8.8% | 3.964% | |
| 4/22/2025 | Aspire Capital Advisors LLC | 2,980 | $548K | 0.2% | N/A | 0.125% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 1,099 | $202K | 0.0% | N/A | 0.046% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 10,734 | $1.97M | 0.0% | +17.2% | 0.467% | |
| 4/17/2025 | Keystone Wealth Services LLC | 5,133 | $944K | 0.3% | -5.0% | 0.223% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 2,953 | $543K | 0.0% | +123.5% | 0.128% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 1,570 | $289K | 0.0% | +7.5% | 0.068% | |
| 4/9/2025 | NBC Securities Inc. | 858 | $157K | 0.0% | N/A | 0.037% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 1,321 | $243K | 0.0% | -31.5% | 0.058% | |
| 2/17/2025 | CoreCap Advisors LLC | 3,528 | $649K | 0.0% | +9.5% | 0.177% | |
| 2/17/2025 | Cetera Investment Advisers | 6,551 | $1.21M | 0.0% | +7.1% | 0.329% | |
| 2/17/2025 | Bank of America Corp DE | 37,858 | $6.97M | 0.0% | +5.9% | 1.902% | |
| 2/17/2025 | Ameriprise Financial Inc. | 89,634 | $16.49M | 0.0% | -62.1% | 4.504% | |
| 2/14/2025 | Comerica Bank | 158 | $29K | 0.0% | N/A | 0.008% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 4,869 | $896K | 0.0% | -1.6% | 0.245% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 531 | $98K | 0.0% | N/A | 0.027% | |
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| 2/14/2025 | MML Investors Services LLC | 8,581 | $1.58M | 0.0% | N/A | 0.431% | |
| 2/13/2025 | NewEdge Advisors LLC | 2,583 | $475K | 0.0% | -12.0% | 0.130% | |
| 2/13/2025 | Keystone Financial Group | 1,665 | $306K | 0.0% | N/A | 0.084% | |
| 2/13/2025 | Raymond James Financial Inc. | 78,075 | $14.37M | 0.0% | N/A | 3.923% | |
| 2/13/2025 | Waterloo Capital L.P. | 2,268 | $417K | 0.0% | -12.5% | 0.114% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 61,543 | $11.33M | 0.0% | +17.9% | 3.093% | |
| 2/12/2025 | Thoroughbred Financial Services LLC | 10,803 | $1.99M | 0.1% | -1.0% | 0.543% | |
| 2/12/2025 | World Investment Advisors | 11,703 | $2.15M | 0.1% | +9.7% | 0.588% | |
| 2/12/2025 | Roger Wittlin Investment Advisory LLC | 40,725 | $7.50M | 4.2% | +0.6% | 2.046% | |
| 2/12/2025 | JPMorgan Chase & Co. | 28,228 | $5.20M | 0.0% | -1.1% | 1.418% | |
| 2/12/2025 | Graney & King LLC | 29,106 | $5.36M | 4.0% | N/A | 1.463% | |
| 2/11/2025 | LPL Financial LLC | 349,912 | $64.40M | 0.0% | -0.7% | 17.584% | |
| 2/11/2025 | Absolute Capital Management LLC | 34,200 | $6.29M | 3.5% | +8.6% | 1.719% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 15,369 | $2.83M | 0.0% | +5.4% | 0.772% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 13,069 | $2.41M | 0.0% | -11.3% | 0.657% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 4,065 | $748K | 0.0% | +125.6% | 0.204% | |
| 2/7/2025 | Independent Advisor Alliance | 6,486 | $1.19M | 0.0% | N/A | 0.326% | |
| 2/6/2025 | Opulen Financial Group LLC | 2,916 | $537K | 0.5% | N/A | 0.147% | |
| 2/6/2025 | Raymond James Financial Inc. | 78,075 | $14.37M | 0.0% | N/A | 3.923% | |
| 2/6/2025 | Keystone Wealth Services LLC | 5,402 | $994K | 0.3% | -1.6% | 0.271% | |
| 2/5/2025 | Smartleaf Asset Management LLC | 4,855 | $894K | 0.1% | +4.4% | 0.244% | |
| 2/3/2025 | Compass Planning Associates Inc | 2,854 | $525K | 0.5% | N/A | 0.143% | |
| 2/3/2025 | Private Advisor Group LLC | 4,771 | $878K | 0.0% | +4.2% | 0.240% | |
| 1/31/2025 | Global Retirement Partners LLC | 1,646 | $303K | 0.0% | +22.8% | 0.083% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 2,919 | $537K | 0.0% | +29.6% | 0.147% | |
| 1/31/2025 | Truist Financial Corp | 6,601 | $1.22M | 0.0% | +1.5% | 0.332% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 17,684 | $3.26M | 0.1% | +1.1% | 0.889% | |
| 1/30/2025 | ShoreHaven Wealth Partners LLC | 27,827 | $5.12M | 2.4% | -1.0% | 1.398% | |
| 1/29/2025 | Comprehensive Financial Planning Inc. PA | 3,403 | $626K | 0.5% | N/A | 0.171% | |
| 1/28/2025 | Compass Financial Services Inc | 56,058 | $10.32M | 5.8% | N/A | 2.817% | |
| 1/27/2025 | Money Concepts Capital Corp | 9,786 | $1.80M | 0.1% | -4.0% | 0.492% | |
| 1/23/2025 | USAdvisors Wealth Management LLC | 12,925 | $2.38M | 0.8% | N/A | 0.649% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 1,618 | $298K | 0.0% | -7.3% | 0.081% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 9,159 | $1.69M | 0.0% | -3.8% | 0.460% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 6,324 | $1.16M | 0.0% | +6.9% | 0.318% | |
| 1/15/2025 | Merit Financial Group LLC | 8,701 | $1.60M | 0.0% | +7.5% | 0.437% | |
| 1/15/2025 | Saxon Interests Inc. | 3,831 | $705K | 0.3% | -2.5% | 0.193% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 1,460 | $269K | 0.0% | N/A | 0.073% | |
| 12/26/2024 | JPMorgan Chase & Co. | 28,541 | $5.26M | 0.0% | +5.2% | 1.434% | |
| 11/25/2024 | World Investment Advisors LLC | 10,672 | $1.97M | 0.0% | +37.2% | 0.536% | |
| 11/20/2024 | Virtu Financial LLC | 7,022 | $1.30M | 0.1% | -73.4% | 0.353% | |
| 11/15/2024 | Hilltop Holdings Inc. | 3,076 | $567K | 0.0% | N/A | 0.155% | |
| 11/13/2024 | FMR LLC | 806 | $149K | 0.0% | +155.1% | 0.041% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 1,174 | $217K | 0.0% | -23.0% | 0.059% | |
| 11/8/2024 | Roger Wittlin Investment Advisory LLC | 40,498 | $7.47M | 4.3% | -4.2% | 2.035% | |
| 11/7/2024 | MAI Capital Management | 63,899 | $11.78M | 0.1% | -0.4% | 3.211% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 14,585 | $2.69M | 0.0% | -2.7% | 0.733% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 9,525 | $1.76M | 0.0% | N/A | 0.479% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 17,485 | $3.23M | 0.1% | +7.0% | 0.879% | |
| 10/24/2024 | ShoreHaven Wealth Partners LLC | 28,121 | $5.19M | 2.5% | +0.3% | 1.413% | |
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| 10/22/2024 | Private Advisor Group LLC | 4,579 | $844K | 0.0% | N/A | 0.230% | |
| 10/18/2024 | Raymond James & Associates | 53,440 | $9.86M | 0.0% | +314.9% | 2.685% | |
| 10/15/2024 | NBC Securities Inc. | 588 | $108K | 0.0% | N/A | 0.030% | |
| 10/8/2024 | Saxon Interests Inc. | 3,930 | $725K | 0.3% | -3.0% | 0.197% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 1,746 | $322K | 0.0% | -10.3% | 0.088% | |
| 8/22/2024 | Cetera Investment Advisers | 6,465 | $1.11M | 0.0% | -2.1% | 0.325% | |
| 8/21/2024 | Truist Financial Corp | 6,449 | $1.11M | 0.0% | +3.5% | 0.324% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 21,442 | $3.69M | 0.0% | +27.3% | 1.077% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 14,985 | $2.58M | 0.0% | +13.8% | 0.753% | |
| 8/10/2024 | Virtu Financial LLC | 26,353 | $4.54M | 0.3% | +52.3% | 1.324% | |
